Whitefish Bay School District RFP for Employee Benefits and Insurance Brokerage Services 2026
Whitefish Bay School DistrictSchool · Whitefish Bay, WI- Due
- Oct 19, 2026
- 2 days left
- Posted
- Oct 1, 2026
- Primary contact
- Ben Irwin
- (414) 963-3922
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THE 30-SECOND BRIEF
The Whitefish Bay School District is seeking proposals from qualified insurance brokerage firms to provide comprehensive employee benefits consulting and brokerage services effective January 1, 2027. The selected broker will manage and negotiate the procurement and renewal of employee benefit programs including health insurance, dental insurance, vision insurance, flexible spending accounts, short-term and long-term disability, and life insurance. Additional services include cost-saving measures, alternative funding arrangements analysis, employee and district support, COBRA administration, compliance reporting for ACA, HIPAA, and FMLA, and market analyses. Proposals are due by October 19, 2026, at 4:00 pm, submitted via mail or electronically to Ben Irwin, Director of Business Services.
Demonstrated ability to reduce costs and deliver innovative savings strategies, Proactive communication and responsiveness, Depth of experience in school district/public sector insurance procurement, Team expertise and resources, Strength of employee and District support services, Transparency in compensation, Quality of references
SUMMARY
The Whitefish Bay School District is seeking proposals from qualified insurance brokerage firms to provide comprehensive employee benefits consulting and brokerage services effective January 1, 2027.
The selected broker will manage and negotiate the procurement and renewal of employee benefit programs including health insurance, dental insurance, vision insurance, flexible spending accounts, short-term and long-term disability, and life insurance. Additional services include cost-saving measures, alternative funding arrangements analysis, employee and district support, COBRA administration, compliance reporting for ACA, HIPAA, and FMLA, and market analyses. Proposals are due by October 19, 2026, at 4:00 pm, submitted via mail or electronically to Ben Irwin, Director of Business Services.
EVALUATION CRITERIA
7- Demonstrated ability to reduce costs and deliver innovative savings strategies
- Proactive communication and responsiveness
- Depth of experience in school district/public sector insurance procurement
- Team expertise and resources
- Strength of employee and District support services
- Transparency in compensation
- Quality of references
REQUIRED ATTACHMENTS
8- Company Profile
- Team & Resources
- Approach to Cost Savings
- Communication Practices
- Experience in Benefits Procurement
- Employee & District Support
- Fees and Compensation
- References
- Submit to
- [email protected] or 1200 East Fairmount Avenue, Whitefish Bay, WI 53217
- Scope location
- Whitefish Bay, WI
Questions about this RFP
How do I respond to this RFP from Whitefish Bay School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 19, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected] or 1200 East Fairmount Avenue, Whitefish Bay, WI 53217. For questions, contact Ben Irwin.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Whitefish Bay School District in WI, 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.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Ben Irwin at (414) 963-3922. Questions and answers are typically shared with all prospective bidders.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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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 ability to reduce costs and deliver innovative savings strategies, Proactive communication and responsiveness, Depth of experience in school district/public sector insurance procurement,..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Whitefish Bay School District?
All active and historical solicitations from Whitefish Bay School District are tracked and searchable. As a school agency, Whitefish Bay School District regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
Is this solicitation still open for submissions?
Based on the posted deadline of October 19, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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. This solicitation specifically requires the following attachments: Company Profile, Team & Resources, Approach to Cost Savings, Communication Practices, Experience in Benefits Procurement, Employee & District Support, Fees and Compensation, References. Review the full document from Whitefish Bay School District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Whitefish Bay, WI. Review the full solicitation for detailed scope requirements.