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Union Public Schools Benefits Broker Services RFP 2026 - P26-RFP-12

Union Public Schools logoUnion Public Schools
Due
Jun 17, 2026
Deadline passed
Posted
May 20, 2026

The 30-second brief

What they're buying

Union Public Schools in Tulsa, OK, is soliciting proposals for benefits brokerage and consultation services. The scope includes managing self-insured medical and dental plans for 1,800 employees and 500 retirees. Proposals are due June 17, 2026.

What you must deliver

Competitive sealed proposals, Benefits brokerage services, Consultation services, Actuarial analysis, Compliance support

How it's scored

Demonstrated expertise in governmental/non-ERISA health plans, self-insured plan strategy, actuarial analysis, and retiree benefit coordination

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Summary

Union Public Schools in Tulsa, OK, is soliciting proposals for benefits brokerage and consultation services. The scope includes managing self-insured medical and dental plans for 1,800 employees and 500 retirees. Proposals are due June 17, 2026.

EVALUATION CRITERIA

4
  • Demonstrated expertise in governmental/non-ERISA health plans
  • Self-insured plan strategy
  • Actuarial analysis
  • Retiree benefit coordination

REQUIRED DELIVERABLES

5
  • Competitive sealed proposals
  • Benefits brokerage services
  • Consultation services
  • Actuarial analysis
  • Compliance support
Scope location
Tulsa, OK

Questions about this RFP

How do I respond to this RFP from Union Public Schools?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 17, 2026. The solicitation specifies required deliverables that must be addressed in your response.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Union Public Schools in OK, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.

What are the key deliverables?

The solicitation specifies the following deliverables: Competitive sealed proposals, Benefits brokerage services, Consultation services, Actuarial analysis, Compliance support. Proposals should clearly address how each deliverable will be met.

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What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Demonstrated expertise in governmental/non-ERISA health plans, self-insured plan strategy, actuarial analysis, and retiree benefit coordination" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Union Public Schools?

All active and historical solicitations from Union Public Schools are tracked and searchable. As a school agency, Union Public Schools regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. Review the full document from Union Public Schools for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Tulsa, OK. Review the full solicitation for detailed scope requirements.

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