RFP #2026-00 – Employee Health Benefits and Insurance Consultant

Conejo Valley Unified School District Request for Proposals

RFP #2026-00 – Employee Health Benefits and Insurance Consultant

RFP ISSUED: Wednesday, March 11, 2026

PUBLISHED RFP ADVERTISEMENTS: Wednesday, March 11, 2026 and Wednesday, March 18, 2026

DEADLINE FOR RFP QUESTIONS: Wednesday, April 1, 2026 at 2:00 PM (PT)

RFP DEADLINE: Friday, April 10, 2026 at 2:00 PM (PT)

NOTICE

Notice is hereby given that the Conejo Valley Unified School District (CVUSD), hereinafter referred to as the “District,” invites proposals for providing employee health benefits and insurance consulting services.

SUMMARY OF REQUEST

The District is requesting proposals from qualified Consultants who can provide employee health benefits and insurance consulting services for the District for an initial three (3) year contract term period. The initial contract term period may be unilaterally extended by the District for up to two (2) optional one-year extension terms.

Any agreement(s) and/or contract(s) resulting from this Request for Proposals (RFP) may be negotiated separately from, and consequent to, this RFP.

SUBMISSION OF PROPOSALS

Proposals must be submitted electronically within the District’s Bonfire Procurement Portal (https://conejousd.bonfirehub.com/portal/?tab=openOpportunities) by no later than 2:00 PM (PT) on Friday, April 10, 2026. All electronic file submittals shall reference “RFP #2026-00 – Employee Health Benefits and Insurance Consultant” and addressed to:

Tony Frutos Director of Purchasing Conejo Valley Unified School District 750 Mitchell Road Newbury Park, CA 91320

The District reserves the right to reject any or all proposals or to waive any irregularities therein.

https://conejousd.bonfirehub.com/portal/?tab=openOpportunities

TABLE OF CONTENTS

Page

I. Information and General Conditions 4

II. Statement of Work 7

III. Proposal Requirements 13

IV. Exhibits 15

A. No-Proposal Form B. Signature and Acknowledgements Form C. Reference Form D. Certification Regarding Debarment, Suspension or Other Ineligibility E. Non-Collusion Declaration F. Certification Regarding Iran Contracting Act G. Workers Compensation Certificate H. Certificate of Non-Discrimination I. Criminal Background Investigation / Fingerprinting Certification J. Drug-Free Workplace Certification K. Tobacco-Free Environment Certification L. Independent Contractor / Professional Services Agreement

I. INFORMATION AND GENERAL CONDITIONS

1. BRIEF DESCRIPTION OF THE DISTRICT

The CVUSD is located in the City of Thousand Oaks, County of Ventura (the “County”), State of California (the “State”). CVUSD provides services to twenty-seven (27) local schools and several out-of-district schools, serving more than fifteen thousand (15,000) students. CVUSD is governed by a five (5)-member Board of Education (“Board”).

2. SUBMITTAL OF PROPOSAL

The proposal should be reviewed for accuracy before submission to the District since proposals may not be adjusted after submission to the District. The District will not be responsible for errors or omissions in any proposals. The District reserves the right to reject any or all proposals or to waive any irregularities therein.

3. SIGNATURE

The proposal must be signed in the name of the Consultant and must bear the signature of the person authorized to sign proposals on behalf of the Consultant.

4. TENTATIVE SCHEDULE OF EVENTS

RFP Item Date (and time, if applicable) RFP Issued March 11, 2026 Published RFP Advertisements March 11, 2026 and March 18, 2026 Deadline for RFP Questions Wednesday, April 1, 2026 at 2:00 PM (PT) RFP Deadline Friday, April 10, 2026 at 2:00 PM (PT) Tentative RFP Finalist(s) Interviews (if needed) The week of April 13, 2026 Tentative Contract Award May 6, 2026 Tentative Start Date of Services September 1, 2026

5. EVALUATION CRITERIA

Proposals will be evaluated by a review committee of District staff using the evaluation criteria described below.

No. Evaluation Criteria Total Points

Available

1 Fee Proposal 30

2 Responsiveness to RFP Requirements and Specifications 30

3 Quality of Consultant’s Proposal 25

4 References 15

Total Points 100

6. AWARD OF CONTRACT

If a contract is awarded, it will be to the responsive and responsible Consultant whose proposal is deemed to best meet the needs of the District and requirements of the RFP, cost and all other factors considered.

Multiple contracts may be awarded, as determined by the District.

7. NEWS RELEASE

News releases pertaining to any award, or awards, resulting from this Request for Proposals (RFP) shall not be made without prior written approval of the District.

8. COMMUNICATION

Consultants or their agents shall not make any personal contacts with any member of the District’s staff or Board of Education prior to selection and award of a contract for this work, except as provided for in this RFP. All communications pertaining to contractual issues shall be directed to Tony Frutos, Director of Purchasing.

9. RFP QUESTIONS

Consultant must submit written RFP questions electronically within the District’s Bonfire Procurement Portal (https://conejousd.bonfirehub.com/portal/?tab=openOpportunities) on or before 2:00 PM (PT) on Wednesday, April 1, 2026. Any questions which, in the opinion of the District, warrant a reply or material changes to the scope of services or proposal procedures will only be transmitted in writing to the parties receiving this RFP. Inquiries received after the specified date and time will not be accepted.

10. COMPLETION OF PROPOSALS

Proposals shall be completed in all respects as required by this RFP. A proposal may be rejected if it is conditional or incomplete or if it contains irregularities of any kind. A proposal will be rejected if, in the opinion of the District, the information contained therein was intended to erroneously and fallaciously mislead the District in the evaluation of any proposal submitted in response to this RFP.

11. INDEPENDENT CONTRACTOR

While performing services hereunder, the Consultant is an independent contractor and not an officer, agent, or employee of the District.

12. ASSIGNMENT

The work or any interest therein may not be assigned without the prior written consent of the District. Any attempted reassignment shall render the contract void at the option of the District.

13. COMPLIANCE WITH LAWS

The Consultant agrees to comply with all applicable federal, state, and local laws, rules, regulations, ordinances, policies, and procedures in the conduct of the services as specified herein.

14. NONWAIVER

https://conejousd.bonfirehub.com/portal/?tab=openOpportunities

The District does not waive, nor shall it be deemed to have waived, any indemnity, defense or hold harmless rights under this section because of the acceptance by the District, or the deposit with the District, of any insurance certificates or policies herein described. Any different or additional terms and conditions contained in the Consultant’s acknowledgement forms or documents furnished by the Consultant are rejected by the District and are not a part of the agreement between the parties.

15. CONFLICT OF INTEREST

The Consultant covenants that it presently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the services hereunder.

16. CANCELLATION OF SOLICITATION

The District may cancel this solicitation at any time.

17. POSTPONEMENT OF OPENING

The District reserves the right to postpone the RFP Deadline and opening of proposals any time before the date and time announced in the Request for Proposals or subsequent addenda.

18. DISTRICT’S FURTHER INVESTIGATION AND/OR REQUEST FOR FURTHER

INFORMATION

Although the proposal will be the primary basis of determining whether a Consultant is qualified, the District reserves the right to examine other available sources, including, but not limited to, conducting Uniform Commercial Code searches; interviewing references; and verifying financial information with the Consultant’s independent accountant. Consultants are deemed to have acknowledged and consented to these communications by submitting a proposal. Moreover, the District reserves the right to seek additional information from any Consultant at any time. For example, if the District reasonably determines that information in the proposal may be false, inaccurate or misleading, then the District shall have the right to take whatever steps are necessary to rectify the situation, including, but not limited to, the following: (a) request supplemental documentation from the Consultant or other relevant parties to ascertain whether the proposal included false, inaccurate or misleading information; and (b) if material information in the proposal was false, inaccurate or misleading, then (i) terminate any agreement with the Consultant for cause, and (ii) recover any losses incurred by the District due to the false, inaccurate or misleading information.

19. PUBLIC RECORDS

All materials submitted in response to this RFP shall immediately become the property of the District and shall not be returned. Subsequent to opening of the proposals, the proposals shall become public records, subject to disclosure under the California Public Records Act (Government Code Sections 6250, et seq.)

(the “CPRA”). The District shall not provide advice to Consultant regarding the applicability of the CPRA to their respective proposals. By submitting a proposal, Consultants are deemed to understand and accept that their proposals may be subject to disclosure under the CPRA. Consultants submit proposals at their sole expense and risk. In no event shall the District be liable to any interested party, including, but not limited to, any Consultant, for the disclosure of any information set forth in any proposal, regardless of whether the disclosure is required by law or court order, or occurs through the inadvertence, mistake, or negligence of the District or its officers, employees, contractors, or consultants. Consultant shall be solely responsible and liable for prosecuting or defending any action concerning disclosure of information in their respective proposals under the CPRA and shall hold the District harmless from all costs and expenses, including, but not limited to, attorneys’ fees in connection with any such action. In accordance with applicable law and District policy, the District may eventually destroy or otherwise dispose of proposals without prior notice and without any right of recourse to a Consultant.

II. STATEMENT OF WORK

The District is requesting proposals from qualified Consultants who can provide employee health benefits and insurance consulting services. The District’s current Consultant is Poms & Associates Insurance Brokers Inc.

1. Consultant shall be responsible for reviewing the District’s current health benefits and assessing opportunities for improvements in cost savings and services.

2. Consultant shall provide the District with unbiased professional guidance regarding the most advantageous information concerning insurance markets from the standpoint of cost, service, and coverage.

3. Consultant shall advise the District on medical plans, dental plans, and additional insurance plans

(i.e., vision, life, etc.).

Service Areas Specifications

Consultant shall review Column A for a listing of key services sought in this RFP.

i. On a separate document, please describe your approach to providing each service in Column B.

ii. Fill in a recommended frequency in Column C.

iii. Fill in Column D based on the estimated number of hours for your firm to fulfill this function.

iv. Fill in Column E based on the blended hourly rate for professional fees from your firm.

v. Provide work product substantiating your ability to deliver the requested service, if indicated “Y” in Column F.

A. Service Areas B. Your Approach

C. Should the service occur regularly on an ad hoc, monthly, quarterly, semi- Annual, or annual basis?

D.

Estimated Hours total hours in year

E.

Blended Hourly Rate

F. Work Product Sample Requested

1. Plan Design, Program Design, and Research and Development

1.1. Comprehensive report on options

for plan and program changes

1.2 Ongoing monitoring and analysis

supporting recommendations at 10 meetings per year

1.3 Plan document / booklet revisions

1.4 Open enrollment planning and

oversight

1.5 District HR staff training

1.6 ACA impacts and

recommendations

1.7 Planning for growth

1.8 Special issues related to retiree

plans

1.8.1 What retiree-specific

services do you anticipate providing? Your proposed services should address roles and responsibilities for maintaining retiree eligibility records and CVUSD control of all retiree communications.

C. Should the service occur regularly on an ad hoc, monthly, quarterly, semi- Annual, or annual basis?

D.

Estimated Hours total hours in year

E.

Blended Hourly Rate

F. Work Product Sample Requested

2. Financial Information Flow

2.1 Quarterly cash report

2.2 Budget report

2.3 Projections

2.4 Comparisons to national, state, local, and industry benchmarks

Y

2.5 Renewals for all programs

shall be provided to CVUSD no later than 4/1 for a 10/1 effective date. Negotiations of any unacceptable rates shall be complete before 4/31 for a 10/1 effective date.

2.4 Are actuarial services

provided by your firm or subcontracted to another firm?

3 Business Partner Management

3.1 Sourcing

3.1.1 Identify and

evaluate potential new business partners

3.1.1.1 Include

local business partners, such as nonprofit health promotion organizations and local gyms and wellness practitioners.

3.1.2 Use RFPs or other

processes to create relationships with new business partners. RFPs include due diligence, scoring, and finalist interviews.

3.2 Negotiation with new

vendors and incumbent vendors seeking renewals;

topics include data sharing terms, service level agreements, and performance guarantees.

3.2.1 Upon direction from

CVUSD, make arrangements with HMO providers to execute Business Associate Agreement, undergo IT audit, and obtain and analyze encounter-level data for HMO providers.

3.3 Serve as default liaison

between the CVUSD and business partners on all topics including

3.3.1 Escalation of

Business Partner performance issues

3.3.2 Implementation of

Business Partner programs

Approach

C.

Should the service occur regularly on an ad hoc, monthly, quarterly, semi- Annual, or annual basis?

D.

Estimated Hours total hours in year

E.

Blended Hourly Rate

F. Work Product Sample Requested

3.4 Serve as lead subject matter

expert in review processes including

3.4.1 In conjunction with reports

on vendor programs

3.4.1.1 Review all

materials submitted by vendors

3.4.1.2 Validate program

budget

3.4.1.3 Provide

performance benchmarks based on national, state, local, or industry standards

3.4.1.4 Recommend next

steps to be performed by Vendor, Benefits Consultant, or other parties

3.4.2 In conjunction with Audits

3.4.2.1 Arrange for

independent audits

3.4.2.2 Publish and

maintain calendar with recommended audit frequency, including:

• Medical claims

• Pharmacy claims

• MBHO

claims

• EAP

claims

• Eligibility and enrollment audit

3.4.2.3 Recommend next

steps to be performed by Vendor, Benefits Consultant, or other parties

3.4.3 Review the plan’s

COBRA and HIPAA compliance, including the status of business associate agreements

4 Internal Resource Management

4.1 Designate and maintain single

point of accountability within your firm for all work product n/a n/a n/a n/a

4.2 Oversight of specialist outside

consultants as applicable

4.2.1 Review all work product as

needed

4.2.2 Resolve coordination issues

4.2.3 Participate in regularly

recurring meetings if needed

C. Should the service occur regularly on an ad hoc, monthly, quarterly, semi-Annual, or annual basis?

D.

Estimated Hours total hours in year

E.

Blended Hourly Rate

F. Work Product Sample Requested

4.3 Develop a comprehensive

communications plan. The communications plan shall extend to individual plan participants as well as operating stakeholders. Operating stakeholders include CVUSD Board members, CVUSD staff, District HR staff, District medical benefit committees, and labor units.

Approval of the complete plan and execution of the first steps in the plan shall begin no later 10/1.

4.3.1 Specify elements of

execution of the plan that shall be performed by your firm, a subcontractor to your firm, an additional vendor with which CVUSD contracts, or by existing or new CVUSD staff.

Include the reason for your choice of strategy.

4.3.2 Describe how your firm

would ensure that CVUSD has appropriate approval authority over vendor communications to staff.

4.3.3 Describe how your firm

would ensure that CVUSD appropriately monitors the achievements and gaps in its communications efforts.

Definitions

Benefits Design Includes:

1. Trend analysis forecasts, reserve projections, claims payment time lag pattern.

2. Modifications to design, cost (rates), communications, and quality of employee and retiree plans. Benchmarking should include data from 3 or more similar plans on cost sharing and trends.

3. Day-to-day consultation on matters affecting the plan, including plan interpretation issues and problem resolution.

4. Legislative and regulatory updates

Business Partners Includes vendors, any additional professional staff, and community partners.

Community partners include representatives of local healthcare delivery systems and employer/labor coalitions.

Financial Information Flow

Includes:

1. Actuary services as needed.

2. Recommendations on appropriate premium rates, administrative fees, and liabilities to ensure viability, quality, and cost-effectiveness.

3. Actuarial costing of legislative proposals for mandated benefit programs.

4. Financial analysis of Medicare options.

5. Analysis of large claims.

6. Provision to designated District and labor representatives of all spreadsheets, assumptions, and calculations upon initiation of any project.

7. Pricing and analyzing benefit change options.

8. Prepare rate tiers for funding and contributions.

Internal Resources Includes benefits specialist and labor unit liaisons.

Ongoing Evaluation

Four key service areas of the Consultant services that will be evaluated on an ongoing basis by the District include: 1) Plan Design/Program Design; 2) Financial Reporting; 3) Business Partners Management; and 4) Internal Resources Management.

III. PROPOSAL REQUIREMENTS

Consultant’s proposal must contain the following:

1. Firm Information:

Provide a cover letter and introduction, including the company name, address, telephone number, and email address of the person(s) authorized to represent the institution regarding all matters related to the proposal.

a. Provide a brief overview of your firm and its history, including a brief description of the firm’s growth, philosophy, and number of employees. Please describe any parent/subsidiary/affiliate relationship.

b. Indicate how many years your firm has been active in the employee health benefits field to public entities.

c. Provide a list of the names of all the school districts and/or public entities for which your firm currently serves as Consultant for employee health benefits, and the number of years you have serviced each.

d. List potential conflicts of interest if any that your firm foresees should you be selected, or state affirmatively that you foresee none.

e. If your company is owned, partially or completely, by any insurance company, please describe.

f. Describe your qualifications and what differentiates your firm from other employee benefits consulting firms.

g. State whether the Consultant is a qualified small or minority-owned business, or a women’s business enterprise.

h. State whether the firm is in compliance with the registration, permit, and license requirements to do business in California.

i. Include whether your firm is engaged in other lines of business.

j. Provide an annual report or other documentation exhibiting the financial health of your firm, including profit and loss, assets and liabilities, and other relevant information.

k. Disclose any conditions that may impact your ability to fulfill contractual obligations (e.g.

bankruptcy, pending litigation, planned office closures, impending mergers, etc.).

l. Disclose whether there are any disciplinary actions on file with the state insurance commissioner against your firm.

m. State if you provide benefit educational materials for new hires, retirees, and/or employee orientation meetings.

n. State if you are able to attend monthly benefits-related meetings or provide assistance to the

District as requested (this may include meeting facilitation, presentations, and/or the development of communication pieces, etc.).

o. State if you have experience assisting clients with self-funded plans. Describe how they have been structured and managed and provide references.

p. Indicate what other types of services, if any, are you able to offer the District.

2. Consulting Team:

a. Provide the name, title, and contact information of those who will be assigned to the District; the responsibilities of each member, their background, and tenure with your firm.

b. Describe whether you have experience with clients that are similar to the District’s industry and employer type (e.g., K-12 education, etc.)

3. Interaction with Insurance Providers:

a. Describe your firm’s strength in the marketplace; your ability to effectively negotiate with insurance companies; and your strength in resolving problems as they arise.

b. Provide a listing of the insurance carriers, third party administrators, and other vendors with whom your firm bids and places contracts.

c. Indicate whether your firm has preferred status with the insurance carriers. If so, please list which carriers and at what level.

4. Fee Proposal:

a. Describe your proposed form of compensation (e.g., commission, annual fee, hourly fee, etc.).

In your fee proposal, please include your fee schedule and/or hourly rates.

b. Describe how your firm promotes pricing transparency for your fees and any fees or premiums paid to a third-party provider. Please include any form of supplemental, contingent, or override compensation from insurers relative to the placement of our programs.

c. Provide an estimated, cumulative fee total for all services for each contract term year: 2026-27, 2027-28, 2028-29, 2029-30 & 2030-31.

5. Consultant’s completed exhibit forms (see Section IV below).

IV. EXHIBITS

An exhibit labeled as “(Required Form)” must be completed and returned with proposal. Proposals received without all required forms completed may be considered non-responsive.

Exhibit

A. No-Proposal Form B. Signature and Acknowledgements Form (Required Form) C. Reference Form (Required Form) D. Certification Regarding Debarment, Suspension or Other Ineligibility (Required Form) E. Non-Collusion Declaration (Required Form) F. Certification Regarding Iran Contracting Act (Required Form) G. Workers Compensation Certificate (Required Form) H. Certificate of Non-Discrimination (Required Form) I. Criminal Background Investigation / Fingerprinting Certification (Required Form) J. Drug-Free Workplace Certification (Required Form) K. Tobacco-Free Environment Certification (Required Form) L. Independent Contractor / Professional Services Agreement (Example Only)

EXHIBIT A.

NO-PROPOSAL FORM

Please return this form only if you are not submitting a proposal for RFP #2026-00 – Employee Health Benefits and Insurance Consultant.

In accordance with applicable law and policies, CVUSD aims to procure the best supplies, equipment and services at the lowest possible prices. In furtherance of its competitive solicitation goals, CVUSD encourages feedback from Consultants that elect not to respond to RFPs. This feedback helps CVUSD improve future solicitations for commodities and services. CVUSD requests all Consultants that elect not to propose on this RFP to please complete the below form and return it to CVUSD by the RFP Deadline. Thank you in advance for your cooperation in this endeavor.

Consultant’s Official Business Name:

Address:

Authorized Representative (Name and Title):

Phone:

Email:

Reasons for not submitting a proposal at this time:

Print Name

Signature

Date

EXHIBIT B.

SIGNATURE AND ACKNOWLEDGEMENTS FORM

(Required Form)

TO: Conejo Valley Unified School District (“CVUSD”)

FROM: (“Consultant”)

The undersigned hereby certifies to CVUSD, subject to penalty of perjury pursuant to the laws of the State of California, that all the following is true and correct:

A. Consultant is duly authorized to conduct business in the State of California, and County of Ventura, and is in good standing with the State of California. As of the date of this Proposal, Consultant has required licenses, all of which are in full force and effect, and in the classifications appropriate to allow Consultant to perform the work contemplated under this RFP.

B. Consultant hereby represents and warrants that Consultant is familiar with the terms of the Contract, the local conditions affecting the performance of the Contract, and the cost of the work at the place where the work is to be done. Consultant hereby further represents and warrants that Consultant is sufficiently experienced and qualified to conduct the work under the Contract, will timely obtain the required insurance coverages with the requisite limits if awarded the Contract, and has sufficient financial and other resources to perform and complete the work in strict conformance with the Contract, including, but not limited to, the General Conditions.

C. Pursuant to and in compliance with this RFP and other documents relating thereto, Consultant hereby proposes and agrees to perform, within the time stipulated, the Contract, including all of its component parts, and everything required to be performed, and to provide and furnish any and all of the labor, materials, tools, equipment, expendable equipment, and all utilities necessary to perform the Contract and all of the work required in connection with providing

Employee Health Benefits and Insurance Consulting Services all in strict conformity with the Specifications and other Contract Documents, including Addenda, as issued, all on file with CVUSD, for amounts set forth herein.

D. As specified in the Instructions, CVUSD reserves the right to accept or reject any or all proposals or to waive any irregularities or informalities in any proposals, or any portion thereof, and in the RFP process.

E. Consultant acknowledges and agrees that this proposal shall not be withdrawn for a period of one hundred eighty (180) days after proposal opening. Consultant also acknowledges and agrees that the Consultant selected for contract award through this RFP shall be required to enter into a written Contract with CVUSD within ten

(10) calendar days, or as soon thereafter as reasonably demanded by CVUSD, from the date of receiving the Contract and provide all required insurance information.

Consultant’s Official Business Name

Signature of Consultant’s Authorized Representative

Typed or Printed Name of Consultant’s Authorized Representative

Title of Consultant’s Authorized Representative

EXHIBIT C.

REFERENCE FORM

(Required Form)

A minimum of three (3) references from public agency clients (references from public school districts are preferred) must be provided. All information must be current and verifiable.

1. Client’s Name:__________________________________________________________________ Client’s Main Business Address: ___________________________________________________ Contact Name and Title: __________________________________________________________ Contact’s E-mail:________________________________________________________________ Month and Year contract commenced and ended: _____________________________________ Type of work or service provided: __________________________________________________

2. Client’s Name:__________________________________________________________________

Contact Name and Title: __________________________________________________________ Contact’s E-mail:________________________________________________________________ Month and Year contract commenced and ended: _____________________________________ Type of work or service provided: __________________________________________________

3. Client’s Name:__________________________________________________________________

Contact Name and Title: __________________________________________________________ Contact’s E-mail:________________________________________________________________ Month and Year contract commenced and ended: _____________________________________ Type of work or service provided: __________________________________________________

EXHIBIT D.

CERTIFICATION REGARDING DEBARMENT, SUSPENSION OR OTHER INELIGIBILITY

(FEDERAL EXECUTIVE ORDER 12549)

By executing this document, Consultant certifies to the best of its knowledge and belief that it and its principals:

A. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any federal department or agency;

B. Have not, within a three (3)-year period preceding the execution of this contractual instrument, been convicted of, or had a civil judgment rendered against them, for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public transaction (federal, state or local) or contract under a public transaction; or violation of federal or state antitrust statutes; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property;

C. Are not presently indicted for, or otherwise criminally or civilly charged by any government entity (federal, state or local), with commission of any of the offenses enumerated in Section B above; and, D. Have not, within a three (3)-year period preceding the execution of this contractual instrument, had one or more public transactions (federal, state or local) terminated for cause or default.

Printed Name of Consultant’s Authorized Representative

EXHIBIT E.

NON-COLLUSION DECLARATION

(Public Contract Code Section 7106)

The undersigned hereby declares:

I am the (insert title) of (insert name of Consultant), the party making the foregoing proposal. The proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The proposal is genuine and not collusive or a sham. The Consultant has not directly or indirectly induced or solicited any other Consultant to put in a false or sham proposal. The Consultant has not directly or indirectly colluded, conspired, connived, or agreed with any Consultant or anyone else to put in a sham proposal, or to refrain from bidding. The Consultant has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the Consultant or any other Consultant, or to fix any overhead, profit, or cost element of the proposal price, or that of any other Consultant. All statements contained in the proposal are true. The Consultant has not, directly or indirectly, submitted the proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, to effectuate a collusive or sham proposal, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of an Consultant that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the Consultant.

I declare under penalty of perjury pursuant to the laws of the State of California that the foregoing is true and correct, and that this declaration is executed on , 2026, at (city), (state).

Printed Name of Consultant’s Authorized Representative

EXHIBIT F.

CERTIFICATION REGARDING IRAN CONTRACTING ACT

(Public Contract Code (“PCC”) Sections 2200, et seq.)

(Required Form)

The undersigned hereby certifies to CVUSD, subject to penalty for perjury pursuant to the laws of the State of California, that all of the following is true and correct:

1. I am a duly authorized representative of the Consultant. As such, I have the full power to execute, and I hereby do execute this certification on behalf of the Consultant.

2. The appropriate box is checked immediately below and the statement relating to the Consultant’s status in regard to the Iran Contracting Act of 2010 (PCC Code Sections 2200, et seq.)

following such box is true and correct with respect to the Consultant. (Check only one box.)

The Consultant is not: identified on the current list of persons and entities engaging in investment activities in Iran prepared by the California Department of General Services in accordance with PCC Section 2203(b); or a financial institution that extends, for forty-five (45) days or more, credit in the amount of twenty million dollars ($20,000,000.00) or more to any other person or entity identified on the current list of persons and entities engaging in investment activities in Iran prepared by the California Department of General Services in accordance with PCC Section 2203(b), if that person or entity uses or will use the credit to provide goods or services in the energy sector in Iran.

CVUSD has exempted the Consultant from the requirements of the Iran

Contracting Act of 2010 after making a public finding that, absent the exemption, CVUSD will be unable to obtain the goods and or services to be provided pursuant to the Contract.

The maximum total amount payable to the Consultant in connection with the Contract, as of the date of this certification, does not exceed one million dollars ($1,000,000.00).

3. The Consultant is aware and acknowledges that in accordance with PCC Section 2205, false certification of this form may result in civil penalties equal to the greater of two hundred fifty thousand dollars ($250,000.00) or twice the Contract amount, termination of the Contract, and/or ineligibility to bid on contracts for three (3) years.

Name of Consultant

Printed Name and Title of Consultant’s Authorized Representative

EXHIBIT G.

WORKERS COMPENSATION CERTIFICATE

(Labor Code Section 1861)

Agency: Conejo Valley Unified School District, 750 Mitchell Road, Newbury Park, CA 91320

Project: RFP #2026-00 – Employee Health Benefits and Insurance Consultant

Consultant (insert full legal name):

The undersigned hereby certifies to CVUSD, subject to penalty for perjury pursuant to the laws of the State of California, that all of the following is true and correct:

1. I am a duly authorized representative of Consultant. As such, I have the full power to execute, and I hereby do execute, this certification on behalf of Consultant.

2. Consultant is aware of the provisions of Labor Code Sections 3700, et seq., which require every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of the Labor Code (including, but not limited to, by securing from the Director of Industrial Relations a certificate of consent to self-insure either as an individual employer, or as one employer in a group of employers) and Consultant shall comply with such provisions before commencing the performance of the work for the Project, and maintain such compliance throughout the entirety of its performance of the work on the Project.

EXHIBIT H.

CERTIFICATE OF NON-DISCRIMINATION

Agency: Conejo Valley Unified School District, 750 Mitchell Road, Newbury Park, CA 91320

Project: RFP #2026-00 – Employee Health Benefits and Insurance Consultant

Consultant (insert full legal name):

The undersigned hereby certifies to CVUSD, subject to penalty for perjury pursuant to the laws of the State of California, that all of the following is true and correct:

1. I am a duly authorized representative of Consultant. As such, I have the full power to execute, and I hereby do execute, this certification on behalf of Consultant.

2. In accordance with applicable law, including, but not limited to, the California Fair Employment and Housing Act (Government Code Sections 12940, et seq.) and Labor Code Section 1735, and applicable CVUSD Policy, including, but not limited to, Board Policies No. 0410, 5145.3, 5145.7, and 5145.9, CVUSD is committed to equal opportunity for all individuals in education and notification consistent with applicable law. All CVUSD programs, activities, and practices shall be free from discrimination based on race, color, ancestry, national origin, ethnic group identification, age, religion, marital or parental status, physical or mental disability, sex, sexual orientation, gender, gender identity or expression, or genetic information; the perception of one or more of such characteristics; or association with a person or group with one or more of these actual or perceived characteristics. Moreover, CVUSD programs and facilities, viewed in their entirety, shall be in compliance with the Americans with Disabilities Act and any implementing standards and/or regulations.

3. Consultant is aware of the above-referenced laws and CVUSD Board Policies (collectively, the “Non-Discrimination Policies”). For the entire duration of the Contract, Consultant agrees to comply with the Non-Discrimination Policies to require compliance with the Non-Discrimination Policies by Consultant’s employees who provide services in relation to the Contract.

EXHIBIT I.

CRIMINAL BACKGROUND INVESTIGATION / FINGERPRINTING CERTIFICATION

(Required Form)

Agency: Conejo Valley Unified School District (“CVUSD”)

Project: RFP #2026-00 – Employee Health Benefits and Insurance Consultant (insert full legal name):

The undersigned does hereby certify to the governing board of CVUSD as follows:

1. I am a representative of Consultant currently under contract with CVUSD; I am familiar with the facts herein certified; and I am authorized and qualified to execute this certificate on behalf of Consultant.

2. Consultant certifies that it has complied with the fingerprinting requirements of Education Code Section 45125.1 with respect to all Consultant’s employees who may have contact with CVUSD pupils in the course of providing services pursuant to the Contract, and the California Department of Justice has determined that none of those employees has been convicted of a felony, as that term is defined in Education Code Section 45122.1.

3. Consultant understands that Consultant’s responsibility for background clearance extends to all of its employees coming into contact with CVUSD pupils regardless of whether those employees are officially designated as employees or acting as independent contractors of Consultant.

4. A complete and accurate list of Consultant’s employees who may come in contact with CVUSD pupils during the course and scope of the Contract is attached hereto.

5. Consultant is aware, and agrees, that Consultant’s failure to comply with this Certification for the entire term of the Contract may result in immediate termination of the Contract for cause.

Proper Name of Consultant:

Signature:

Print Name:

Title:

Date:

EXHIBIT J.

DRUG-FREE WORKPLACE CERTIFICATION

(Required Form)

Agency: Conejo Valley Unified School District (“CVUSD”) Project: RFP #2026-00 – Employee Health Benefits and Insurance Consultant Consultant (insert full legal name):

This Drug-Free Workplace Certification form is required from the successful Consultant pursuant to Government Code Sections 8350, et seq., the Drug-Free Workplace Act of 1990 (the “Act”). The Act requires that every person or organization awarded a contract or grant for the procurement of any property or service from any state agency must certify that it will provide a drug-free workplace by doing certain specified acts. In addition, the Act provides that each contract or grant awarded by a state agency may be subject to suspension of payments or termination of the contract or grant, and the Consultant or grantee may be subject to debarment from future contracting, if the contracting agency determines that specified acts have occurred. CVUSD is not a “state agency” as defined in the applicable section(s) of the Government Code, but CVUSD is a local agency under California law and requires all Consultant on CVUSD projects to comply with the provisions and requirements of the Drug-Free Workplace Act of 1990.

Consultant shall certify that it will provide a drug-free and alcohol-free workplace by doing all of the following:

a. Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited in the person’s or organization’s workplace and specifying actions which will be taken against employees for violations of the prohibition.

b. Establishing a drug-free awareness program to inform employees about all of the following:

i. The dangers of drug abuse in the workplace;

ii. The person’s or organization’s policy of maintaining a drug-free workplace;

iii. The availability of drug counseling, rehabilitation, and employee-assistance programs;

and

iv. The penalties that may be imposed upon employees for drug abuse violations.

c. Requiring that each employee engaged in the performance of the contract or grant be given a copy of the statement required above, and that, as a condition of employment on the contract or grant, the employee agrees to abide by the terms of the statement. I, the undersigned, agree to fulfill the terms and requirements of Government Code Section 8355 listed above and will publish a statement notifying employees concerning (a) the prohibition of controlled substance at the workplace, (b) establishing a drug-free awareness program, and (c) requiring that each employee engaged in the performance of the Contract be given a copy of the statement required by Section 8355(a), and requiring that the employee agree to abide by the terms of that statement.

d.

I also understand that if CVUSD determines that I have either (a) made a false certification herein, or (b) violated this certification by failing to carry out the requirements of Section 8355, that the Contract awarded herein is subject to termination, suspension of payments, or both. I further understand that, should I violate the terms of the Act, I may be subject to debarment in accordance with the requirements of the Act.

I acknowledge that I am aware of the provisions of and hereby certify that I will adhere to the requirements of the Drug-Free Workplace Act of 1990.

Proper Name of Consultant:

Signature:

Print Name:

EXHIBIT K.

TOBACCO-FREE ENVIRONMENT CERTIFICATION

Agency: Conejo Valley Unified School District (“CVUSD”) Project: RFP #2026-00 – Employee Health Benefits and Insurance Consultant (insert full legal name):

I am a duly authorized representative of Consultant. On behalf of Consultant, I, the undersigned, certify that Consultant agrees that it will abide by and implement CVUSD’s Tobacco- Free Environment Policy, which is summarized below.

1. Pursuant to, without limitation, 20 U.S.C section 6083, Labor Code Sections 6400, et seq., Health and Safety Code Sections 104350, et seq., and CVUSD Board Policies 3513.3, 5131.6 and 5131.62, CVUSD’s Tobacco- Free Environment Policy prohibits the use of tobacco products and nicotine products at any time on CVUSD-owned or leased buildings, on CVUSD property and in vehicles used for CVUSD programs.

2. Tobacco products include, but are not limited to: (a) any product containing, made, or derived from tobacco or nicotine that is intended for human consumption, whether smoked, heated, chewed, absorbed, dissolved, inhaled, snorted, sniffed, or ingested by any other means, including, but not limited to, cigarettes, cigars, little cigars, chewing tobacco, pipe tobacco, or snuff; (b) an electronic device that delivers nicotine or other vaporized liquids to the person inhaling from the device, including, but not limited to, an electronic cigarette, cigar, pipe, or hookah; and (c) any component, part, or accessory of a tobacco product, whether or not sold separately. Smoking means inhaling, exhaling, burning, or carrying of any lighted or heated cigar, cigarette, pipe, tobacco, or plant product intended for inhalation, whether natural or synthetic, in any manner or form with and without nicotine, and includes the use of an electronic smoking device that creates aerosol or vapor or of any oral smoking device for the purpose of circumventing the prohibition of smoking.

3. Smoking or use of any tobacco-related product or disposal of any tobacco-related waste is prohibited within 25 feet of any playground, except on a public sidewalk located within 25 feet of the playground. Moreover, any form of intimidation, threat, or retaliation against a person for attempting to enforce this policy is prohibited. Consultant shall ensure that its employees, agents, independent Consultants, and anyone else acting on its behalf complies with CVUSD’s tobacco-free policy throughout the entire term of the Contract.

I acknowledge that I am aware of CVUSD’s Tobacco-Free Environment Policy and hereby certify that I will adhere to the requirements of that policy and not permit any of Consultant’s employees or agents to use tobacco and/or smoke on District facilities or any District site.

Proper Name of Consultant:

Signature:

Print Name:

EXHIBIT L.

INDEPENDENT CONTRACTOR / PROFESSIONAL SERVICES AGREEMENT

(Example Only. See Link.)

END OF DOCUMENT AND END OF RFP

https://drive.google.com/file/d/13KuNMnM5ThXAkWsQ4tPqpIVoZ6VGG69O/view?usp=sharing

CERTIFICATE OF NON-DISCRIMINATION