11-SCOPE OF SERVICES - EXHIBIT A.pdf
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- Solicitation number
- 2026-301
- Issued by
- Jefferson County, Texas
About this file
This Scope of Services document outlines the requirements for an independent employee benefits consultant to serve Johnson County, Texas. The consultant will provide comprehensive advisory services across multiple functional areas including general consulting on employee benefit matters, plan design and renewal strategy development, claims analysis and reporting, vendor procurement and RFP administration, regulatory compliance support, and employee communication assistance. Key deliverables include annual renewal strategy reports, quarterly claims analysis reports, written recommendations for plan design modifications, RFP documents and evaluation summaries, and documentation of achieved savings or performance improvements. The consultant must respond to County inquiries within one business day and demonstrate measurable value through cost savings, cost avoidance, or program improvements while maintaining complete transparency in all recommendations and financial analyses.
Compensation shall be provided solely by Johnson County with no commissions or incentive payments from insurance carriers, third-party administrators, or other vendors involved in County business. The consultant must disclose any potential conflicts of interest and serve as an objective, unbiased advisor acting in the County's best interest. Respondents are required to submit a detailed cost proposal organized by service category as outlined in the scope, including all costs necessary to successfully complete the work. Johnson County has indicated that the lowest proposal will not be used as the sole basis for contract award, indicating that qualifications, experience, and value delivery will be significant evaluation factors alongside pricing.
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Text version
SCOPE OF SERVICES
EXHIBIT A
Johnson County is seeking a qualified, independent employee benefits consultant to provide comprehensive consulting services related to the County’s group health and employee benefit programs.
The selected consultant shall act in the best interest of the County and provide objective, unbiased recommendations.
1. General Consulting Services
The Consultant shall:
• Serve as the County’s primary advisor on all employee benefit matters
• Provide strategic guidance on plan design, funding strategies, and cost containment
• Maintain regular communication with County staff and be available for consultation as needed
• Attend meetings with County staff and Commissioners Court as requested
2. Plan Design & Renewal Strategy
• Develop and present annual renewal strategies, including alternative plan design options
• Provide financial and actuarial analysis supporting recommendations
• Assist in evaluating current plan performance and recommending changes to improve outcomes
• Provide projections of future cost trends and funding impacts
3. Claims Analysis & Reporting
• Provide ongoing analysis of claims data, including identification of trends and cost drivers
• Deliver written reports on a quarterly basis at minimum, or more frequently as requested
• Identify opportunities for cost containment and program improvements
• Benchmark plan performance against similar public entities
4. Vendor Procurement & RFP Services
• Develop, manage, and administer Requests for Proposals (RFPs) for insurance carriers, Third
Party Administrators (TPAs), pharmacy benefit managers, and other related vendors
• Evaluate vendor responses and provide written recommendations
• Assist in contract negotiations to ensure favorable terms for the County
• Provide documentation of savings or value achieved through procurement efforts
5. Compliance & Regulatory Support
• Provide guidance on compliance with all applicable federal and state regulations (e.g., ACA, HIPAA, COBRA)
• Assist the County in identifying and mitigating compliance risks
• Notify the County of any regulatory changes that may impact benefit programs
6. Employee Communication & Support
• Assist in development of employee communication materials related to benefits
• Provide support during open enrollment, including presentations if requested
• Be available to assist with employee benefit-related questions as needed
7. Performance Standards
• Respond to County inquiries within one (1) business day, unless otherwise agreed
• Provide accurate and timely reporting and recommendations
• Demonstrate measurable value through cost savings, cost avoidance, or program improvements
• Maintain complete transparency in all recommendations and financial analyses
8. Compensation & Conflict of Interest
• The Consultant shall be compensated solely by Johnson County and shall not receive commissions, incentives, or any form of compensation from insurance carriers, TPAs, or other vendors related to County business.
• The Consultant must disclose any potential conflicts of interest.
9. Deliverables
At a minimum, the Consultant shall provide:
• Annual renewal strategy report
• Quarterly claims analysis reports
• Written recommendations for plan design changes
• RFP documents and evaluation summaries (as applicable)
• Documentation supporting savings or performance improvements
10. Proposed Cost of Services
Please provide your cost proposal to accomplish the scope of work by category outlined above and for any additional activities required. The proposed budget must include all costs that are necessary to successfully complete this project. Please note that the Johnson County will not use lowest/best proposal as the sole basis for entering into this contract.
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