1-1. General Information and Instructions-Benefits Broker.pdf
PDF 740 KB Posted
- Attached to
- Insurance Benefits Broker
- Solicitation number
- 26RFP026
- Issued by
- Texas
About this file
This is a Request for Proposals (RFP 26RFP026) issued by Southwestern University for insurance benefits broker services. The University seeks qualified, licensed brokers to provide consulting and comprehensive insurance brokerage services covering group medical with prescription coverage, stop-loss, dental, vision, life, accidental death and dismemberment, short- and long-term disability, health savings accounts, an Employee Assistance Program, and eligible ancillary benefits. All proposals must be submitted electronically through the Euna Procurement Online Solicitation Platform at https://southwestern.bonfirehub.com/ by May 1, 2026, at 5:00 PM CDT. Questions regarding the solicitation must be submitted no later than April 17, 2026, at 5:00 PM CDT, with answers posted as addenda to the project page. The anticipated review of submissions begins in June 2026. Respondents' proposals must remain valid for a minimum of 150 days following the submission opening date to allow for evaluation, approval, and award notice issuance.
The University reserves the right to reject any or all responses, accept any response deemed most advantageous, waive irregularities or informalities, make single or split awards, or issue non-awards at its sole discretion. The procurement evaluation will consider all pertinent information that may affect the appropriateness of the award decision. Unsolicited communication between respondents and persons evaluating responses may result in disqualification. Hard-copy submissions will not be accepted, and vendors are responsible for familiarizing themselves with the online submission platform and requirements. Respondents must be authorized individuals capable of binding the submission contractually and must affirmatively demonstrate responsibility.
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Other files
| File | Type | Posted |
|---|---|---|
| 2-3. Terms and Conditions-Benefits Broker.pdf | ||
| 3-2. Scope of Work-Benefits Broker Services.pdf |
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Text version
REQUEST FOR PROPOSALS
26RFP026
Insurance Benefits Broker
CONTACT:
Erica Smith Director of Contracts & Procurement Smith60@southwestern.edu mailto:Smith60@southwestern.edu
General Information and Instructions
1.1 Overview
Southwestern University is requesting proposals from qualified licensed brokers to provide consulting and insurance brokerage services for the University’s current and future employee benefits, including group medical (includes prescription coverage), stop-loss, dental, vision, life, accidental death and dismemberment, short- and long-term disability, health savings accounts, an Employee Assistance Program (EAP) and eligible additional ancillary benefits and/or similar benefits.
A. Response Instructions: All responses will be received online prior to the date and time specified below for the project titled Insurance Benefits Broker to the Euna Procurement Online Solicitation Platform which can be accessed online at https://southwestern.bonfirehub.com/
B. Requested Information: All requested documents must be submitted in the format specified, all fields must be completed as specified and the documents must be submitted in the Requested Information section in Euna Procurement. Hard-copy responses will not be accepted. The vendor’s responsible for familiarizing themselves with the Euna Procurement online solicitation platform and the online submission process and requirements.
C. Required Response Date: Vendor’s who wish to be considered for this project should submit their response per the instructions above to Southwestern via the Euna Procurement Online Solicitation Platform prior to the date and time specified below.
Submissions are due on or before May 1st, 2026 @ 5pm CDT.
D. Official Date and Time: A submission will not be considered delivered unless the submission has been received online by the Euna Procurement Online Solicitation Platform which can be accessed at https://southwestern.bonfirehub.com/ prior to the date and time specified in the documents. The official date and time shall be the date and time shown online at https://southwestern.bonfirehub.com/.
E. Questions and University POC: Any clarification of requirements or requests for additional information by proposers must be submitted in Bonfire, no later than April 17th, 2026 at 5:00 pm CDT.
Answers to all questions will be made in writing and posted online as an addendum to the Euna Procurement project page which can be accessed online at https://southwestern.bonfirehub.com/.
F. Updates: Monitor Euna Procurement for the most up-to-date information and any addendums.
G. Effectiveness: Your company’s submission must remain in effect for a minimum period of one hundred fifty (150) days following the submissions opening date in order to allow sufficient time for evaluation, approval, and issuance of award notice (if an award is made).
H. Acknowledgement: By submitting a response to this solicitation, the Respondent acknowledges the specifications and requirements herein. The terms and conditions of the solicitation shall govern unless specifically provided for otherwise in a separate agreement or on the face of a purchase order. It is the sole responsibility of respondents to stay apprised of changes or addendums to the solicitation via Euna Procurement Public Notices.
I. Authorization and Responsibility: Respondent shall be an individual who is authorized to bind the submission contractually. It is expected that a prospective Respondent will be able to affirmatively demonstrate responsibility.
J. Rejection or Acceptance: The University reserves the right to reject any or all responses, or to accept any response deemed most advantageous, or to waive any irregularities or informalities in the response received that best serves the interest at the sole discretion of the University.
K. Evaluation: The University reserves the right to use all pertinent information that might affect the University's judgment as to the appropriateness of an award to the lowest and best-evaluated solicitation. To ensure the proper and fair evaluation of a solicitation, unsolicited communication between respondents and persons evaluating responses may be grounds for disqualifying the offending respondent from consideration or award of the solicitation, or any future solicitation.
L. Award: The University reserves the right to enter into an Agreement or a Purchase Order with a single award, split awards, non-award, or use any combination that best serves the interest and at the sole discretion of the University.
1.2 Timeline
ACTION DATE
Issue Date March 25, 2026 Questions Due April 17, 2026 @ 5:00 PM CDT Submissions Due May 1, 2026 @ 5:00 PM CDT Anticipated Review of Submissions June
*Southwestern University reserves the right to revise the Timeline at its sole discretion
| General Information and Instructions |
| 1.2 Timeline |
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