31 August 2026

Student Health Insurance Plan The University of Connecticut is seeking proposals from qualified student health insurance providers to deliver a comprehensive Student Health Insurance Plan commencing with the 2027-28 academic year.

31 August 2026

Open 8/31/2026, 9:00 AM EDT Type Purchasing- Request for Proposal Close 10/13/2026, 2:00 PM EDT Number CDR083126 Currency US Dollar

Sealed Until 10/13/2026, 2:00 PM EDT

Contacts Christopher Robinson chris.robinson@uconn.edu

Phone +1 860-486-5004

Commodity Codes Commodity Code Description 303 Insurance

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Intent to Bid Directions:

Suppliers intending to submit a Proposal must read and follow the Submittal Instructions provided below, the Request for Proposals, and the Template Contract. The Request for Proposals and Template Contract are available for download in the Buyer Attachments

Submittal Instructions:

There are a number of sections within this solicitation opportunity that require your attention.

1. Buyer Attachments - Attachments related to the bid, including the Request for Proposals, Template Contract, and supplemental information.

2. Supplier Attachments - Proposer to upload any necessary attachments. There is a 50 MB size limit per file upload in the HuskyBuy system.

3. Questions - Proposers response to a number of content areas including Scope of Work, References, Terms and Conditions, Contract Requirements, and Required Submittals. [For questions that require an uploaded file: One

(1) upload per question is allowed. Multiple uploads erase prior uploads. There is a 50 MB size limit per file upload in the HuskyBuy system.]

4. Pricing - Pricing proposal must include the Proposers entire pricing and financial proposal.

Questions and Answers:

All questions must be submitted through the HuskyBuy portal before the date and time stated in the Request for Proposals. To submit a question, open the Event and select the Q & A Board page link in the Event menu, select Ask a Question, complete the required fields (Subject, Question) and add an attachment, if applicable. Once completed, select Submit a Question. Answers will be posted as an Addendum in the Buyer Attachments.

Question and answers are incorporated into the Sourcing Event and may be incorporated along with the Sourcing Event into any resulting contract. Failure of a Proposer to acknowledge the Questions and Answers does not relieve the Proposer of any responsibility for complying with the terms thereof.

Pre-Proposal Conference (Optional):

The University of Connecticut Procurement Department will conduct a Pre-Proposal Conference at the date, time, and location stated in the Request for Proposals. Attendance is optional but prospective Proposers are encouraged to attend.

Point of Contact & Communication:

Upon formal issuance of a Sourcing Event, the University and Proposer(s) will cease all informal communications relevant to the Sourcing Event. All questions must be submitted through this portal. Upon Sourcing Event status change with the selected Proposer(s), all other Proposers will be notified as to their Sourcing Event status, or when the University formally rejects all proposals and cancels the Sourcing Event process. Failure to adhere to this provision may result in a Proposer being declared ineligible, proposal rejection, or Sourcing Event cancellation. The University will not respond to any request for clarification received after the Deadline for Proposer Questions has expired.

Under no circumstances, may any proposer or its representative contact any employee or representative of the University regarding this Sourcing Event prior to the closing date. Strict adherence to this important procedural safeguard is required. Any violation of this condition may result in proposer being considered non-compliant and ineligible for award.

Description

Supplier Diversity:

The University of Connecticut is committed to providing a professionally inclusive environment within which small and minority businesses are encouraged to participate in the procurement experience, as they are afforded equal access to the bid process that transfers goods and services to the campus communities. The University encourages participation by Small (SBE), Minority-Owned (MBE), Woman-Owned (WBE) businesses, and businesses owned by persons with a disability (DisBE), certified as such by the State of Connecticut’s Department of Administrative Services (DAS) Supplier Diversity Division, pursuant to Connecticut General Statute 32-9e. Additionally, the University encourages Connecticut-based businesses to participate within this public bid process.

To become a DAS-Certified S/M/W/DisBE, your company must meet the qualifications as determined by legislation, under §4a-60g of the Connecticut General Statutes (CGS). For further information, please visit this website: https://portal.ct.gov/DAS/Services/Licensing-Certification-Permitting-and-Codes/Small-Minority- Business-Center or contact the DAS Supplier Diversity Division (Set-Aside Program) at (860) 713-5057. To learn about the University of Connecticut’s Supplier Diversity Program (USDP), visit http://supplierdiversity.uconn.edu, or contact the USDP by e-mail at supplierdiversity@uconn.edu or by phone at (860)486-2614.

Contract Term:

The term of a contract resulting from this solicitation will be as stated in the Request for Proposals. Refer to the RFP for additional detail.

Mandatory Submittals and Forms:

Mandatory Submittals are identified within the Questions in this platform. If you have any difficulty copying and pasting the links (located on the Mandatory Submittals and Forms page) into your browser, please refer to the active hyperlinks below. The completed documents must be uploaded in the Mandatory Submittals and Forms section of the event.

Form 1. Campaign Contribution Certification is available at the following link: https://portal.ct.gov/OPM/Fin- PSA/Forms/Ethics-Forms Please download, complete and attach to your submission.

Bidder Contract Compliance Monitoring Report: https://portal.ct.gov/- /media/dds/conversion/notificationtobidders1.pdf

University's Vendor Code of Conduct: http://policy.uconn.edu/2013/02/12/vendor-code-of-conduct/

CT Economic Impact Form:

http://www.biznet.ct.gov/SCP_Documents/Groups/1/Connecticut Economic Impact Form (DAS-46).pdf

Additional Links:

Summary of Ethics Laws: https://portal.ct.gov/-/media/Ethics/Guides/2021/Contractors-Guide-to-the-Code-of- Ethics-Rev-11-2021.pdf

Office of University Compliance: https://compliance.uconn.edu https://portal.ct.gov/OPM/Fin-PSA/Forms/Ethics-Forms https://portal.ct.gov/OPM/Fin-PSA/Forms/Ethics-Forms https://portal.ct.gov/-/media/dds/conversion/notificationtobidders1.pdf https://portal.ct.gov/-/media/dds/conversion/notificationtobidders1.pdf http://policy.uconn.edu/2013/02/12/vendor-code-of-conduct/ http://www.biznet.ct.gov/SCP_Documents/Groups/1/Connecticut%20Economic%20Impact%20Form%20(DAS-46).pdf https://portal.ct.gov/-/media/Ethics/Guides/2021/Contractors-Guide-to-the-Code-of-Ethics-Rev-11-2021.pdf https://portal.ct.gov/-/media/Ethics/Guides/2021/Contractors-Guide-to-the-Code-of-Ethics-Rev-11-2021.pdf https://compliance.uconn.edu

Required to View Event

Prerequisites Required to Enter Bid

31 August 2026

1. Review the text below and acknowledge.

2. Review the text below and acknowledge.

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Buyer Attachments

1. UConn Student Health Insurance Plan RFP CDR083126.pdf

2. UConn Student Health Insurance Plan RFP CDR083126 Template Contract.pdf

3. UConn RFP#CDR083126 Min Coverage and Plan Design.pdf

4. UConn RFP#CDR083126 Student-Athlete Alternative Plan Design.pdf

5. UConn RFP#CDR083126 Reporting Process and Admin Serv Reqs.pdf

6. RFP CDR083126 UConn Claims Experience 2022-26 prt.pdf

7. RFP CDR083126 UCONN Pharmacy Claims 2025-26.xlsx

31 August 202631 August 202631 August 202631 August 202631 August 202631 August 2026 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDM2NDIzLTIwODg0MTg0NjZVQ29ubiBTdHVkZW50IEhlYWx0aCBJbnN1cmFuY2UgUGxhbiBSRlAgQ0RSMDgzMTI2LnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDM2NDIzLTIwODc0MDUzNTlVQ29ubiBTdHVkZW50IEhlYWx0aCBJbnN1cmFuY2UgUGxhbiBSRlAgQ0RSMDgzMTI2IFRlbXBsYXRlIENvbnRyYWN0LnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDM2NDIzLTIwODg0MjY1ODFVQ29ubiBSRlAjQ0RSMDgzMTI2IE1pbiBDb3ZlcmFnZSBhbmQgUGxhbiBEZXNpZ24ucGRm&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDM2NDIzLTIwODg0Mjg5MDZVQ29ubiBSRlAjQ0RSMDgzMTI2IFN0dWRlbnQtQXRobGV0ZSBBbHRlcm5hdGl2ZSBQbGFuIERlc2lnbi5wZGY%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDM2NDIzLTIwODg0MjY1MjdVQ29ubiBSRlAjQ0RSMDgzMTI2IFJlcG9ydGluZyBQcm9jZXNzIGFuZCBBZG1pbiBTZXJ2IFJlcXMucGRm&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDM2NDIzLTIwODczODcwMjNSRlAgQ0RSMDgzMTI2IFVDb25uIENsYWltcyBFeHBlcmllbmNlIDIwMjItMjYgcHJ0LnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDM2NDIzLTIwODc0MzE0MjFSRlAgQ0RSMDgzMTI2IFVDT05OIFBoYXJtYWN5IENsYWltcyAyMDI1LTI2Lnhsc3g%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9

Questions Required Questions

Group 1.1: Organization

Instructions:

General Instructions (Applies to all Tables): The University prefers a brief but thorough response to each question. Do not merely attach additional documents to the response without also providing a substantive response. Do not leave answers blank; respond "N/A" if the question is inapplicable (preferably with explanation).

1.1.1 Firm Name

1.1.2 Firm Address

1.1.3 Define the address type

1.1.4 Provide the principal office address

1.1.5 Name of Primary Contact

1.1.6 Phone Number for Primary Contact

1.1.7 Email for Primary Contact

1.1.8 Indicate if your firm is certified through Connecticut Department of Administrative Services as one of the following (Choose N/A if not applicable.)

1.1.9 Number of years your firm has been in business

1.1.10 Number of years your firm has been in business under its present business name

1.1.11 Other or former names that your firm has operated under (Put "N/A" if not applicable.)

1.1.12 List any parent company (if any), and all subsidiaries and/or affiliates associated with your firm

1.1.13 Indicate the legal structure of your firm.

1.1.14 Incorporation or organization date

1.1.15 Indicate the State of incorporation or organization

1.1.16 Partnership organization date

1.1.17 Type of partnership

1.1.18 Individually owned business organization date

Group 1.2: Executive Summary Instructions:

1.2.1 Provide a brief summary of the proposal, the highlights, and the key benefits of the selection of Proposer as the Contractor.

Group 1.3: Form of Proposal Instructions:

1.3.1 Proposer understands that the University reserves the right to reject any and all proposals, waive irregularities or technicalities in any offer, and accept any offer in whole or in part which it deems to be in its best interest.

1.3.2

Proposer hereby certifies: (a) that this proposal is genuine and is not made in the interest of or on behalf of any undisclosed person, firm or corporation; (b) that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham bid; (c) that the proposer has not solicited or induced any person, firm or corporation to refrain from bidding; and (d) that the proposer has not sought by collusion to obtain any advantage over any other proposer or over the University.

1.3.3 Proposer agrees that the response to this proposal is a legal and binding offer and the authority to make the offer is vested in the signer. Minor differences and informalities will be resolved by negotiation prior to acceptance of the offer.

1.3.4 Please acknowledge by entering "Agree" for payment terms of 2% 15 days, Net 45 days or provide alternate payment terms.

1.3.5

Conflict of Interest: The bidder shall disclose and identify to the University, with its proposal, any relationships, which may constitute a potential conflict of interest with the University of Connecticut Procurement Services Department, or any other University organizations or departments for the purpose of determining whether a conflict of interest exists. All such disclosures require acceptance/approval action on the part of the University, who shall determine, in its sole discretion, whether an impermissible conflict exists.

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1.3.6

Ethics and Compliance Reporting/Whistleblower Protection: The Office of University Compliance is responsible for handling anonymous ethics and compliance reporting. As a provider of goods and/or services to the University, you are hereby required to notify your employees, as well as any subcontractors, who are involved in the implementation of this contract, of this reporting mechanism. Any person who is aware of unethical practices, fraud, violation of state laws or regulations, or other concerns relating to University policies and procedures can report such matters anonymously using the information provided on their website at https://compliance.uconn.edu

1.3.7

Unless specifically authorized in writing by the University's Communications Department on a case by case basis, the Contractor shall have no right to use, and shall not use, the name of the University of Connecticut, its officials or employees, or the Seal of the University, a) in any advertising, publicity, promotion; nor b) to express or imply any endorsement of Contractor's products or services; nor c) to use the name of the state, its officials or employees or the University seal in any manner (whether or not similar to uses prohibited by subparagraphs (a) and (b) above) except only to manufacture and deliver in accordance with this agreement such items as are hereby contracted by the University.

1.3.8

The laws of the State of Connecticut provide it is a felony to offer, promise or give anything of value or benefit to a State employee with intent to influence that employee’s acts, opinion, judgment or exercise of discretion with respect to that employee’s duty. Evidence of violation of this statute will be turned over to the proper prosecuting attorney. See code of Ethics in Connecticut General Statutes Section 1-79 through Section 1-90. Proposer agrees by signing any resultant contract to abide by all Connecticut and Federal ethics laws, current and future.

1.3.9 Expiration of Proposals: Proposals shall remain in effect from the RFP due date and time for a minimum period of 180 days.

Group 1.4: Template Contract Terms and Conditions Instructions:

1.4.1 The successful Proposer will be required to enter into a written contract with the University of Connecticut. The University’s template contract for this opportunity is available in the Buyer Attachments and is incorporated herein by reference.

1.4.2

All exceptions to, deviations from, or inability to comply with the requirements set forth in the RFP or the University’s Template Contract terms and conditions must be declared and outlined in detail. If applicable, upload Proposer's outline of deviations, exceptions, and proposed alternate language (if applicable). Failure to upload an outline of deviations, exceptions, and alternate language constitutes acceptance of the University Template Contract without exception. (If use of one or more Proposer template is proposed (SLA, EULA, License, etc.), each such template must be uploaded in the Supplier Attachments section.)

Group 2.1: Company Experience & Demonstrated Capability:

Instructions:

2.1.1 Provide the history and primary focus of your company and any ownership changes that have occurred in the last ten (10) years.

2.1.2 Describe your firm's market standing and competitive posture in the student health insurance plan market.

2.1.3 Provide a Certificate of Authority issued by the Connecticut State Insurance Department for the underwriting insurance company as well as confirmation of Connecticut licensure in the form of a letter of certification from the Connecticut State Insurance Department for the agent or broker submitting the proposal.

2.1.4 Provide the most current AM Best Ratings for the underwriting insurance company and identify any changes to the ratings in the past three years.

2.1.5 Upload a copy of the proposer's most recent audited annual financial statements in PDF format (Mandatory).

2.1.6 Identify and describe relevant experience with higher education student health insurance plan clients comparable in size and scope to UConn.

2.1.7 Identify and describe past successes in meeting the needs of institutions of similar size and scope to UConn, with an emphasis on successful innovations, cost-saving initiatives, plan design modifications, collaboration, or similar efforts.

2.1.8 Describe in detail the services to be performed by the broker/agent administering the Student Health Insurance Plan.

2.1.9 Describe in detail the services to be performed by the broker/agent who represents the insurance carrier and/or administrator, as applicable.

2.1.10 State whether the proposed insurer and/or plan administrator will work with the existing UConn broker (Smith Brothers) and describe the proposed relationship.

Group 2.2: Plan Design, Coverage, and Value-Added Features Instructions:

2.2.1 Describe the proposed student health insurance plan design, verify that the plan meets or exceeds the minimum plan design requirements, and identify key coverages or features aligned to the University's vision and objectives as described in the RFP.

2.2.2 If the proposal includes an alternative plan designed to meet the described needs, and supplemental required plan design elements, of UConn student-athletes, describe the alternative plan and identify key coverages or features aligned to the University's vision and objectives as described in the RFP (if inapplicable, respond "N/A").

2.2.3 Describe the value-added features of the proposed student health insurance plan (and student-athlete alternative plan, if applicable).

2.2.4 Describe how the proposed student health insurance plan promotes and facilitates high quality of care, cost effectiveness, and member and provider satisfaction.

2.2.5 Describe the basis for determination of usual, customary, and reasonable fee for surgical and non-surgical services.

2.2.6 Identify and describe any proposed prescription management program to address pharmaceutical costs.

2.2.7 Describe the proposed claims submission system (electronic, paper, etc.). Identify whether claim information is available to subscribers on-line?

2.2.8 Describe the proposed plan for periodic review of the University’s coverages and plan design during the contract term and development of recommendations regarding the adequacy of coverage, cost-effectiveness, and alignment with industry best practices or emerging trends.

2.2.9 Attach a specimen policy conforming to minimum plan design requirements in PDF format (Mandatory).

2.2.10 Attach a complete list of proposed policy exclusions in PDF format (Mandatory).

Group 2.3: Staffing Plan, Reporting, and Services Instructions:

2.3.1 Identify the personnel who will directly support the University, including a brief bio and professional capabilities statement. (A key staffing plan (in PDF format) may be attached in the following item.)

2.3.2 Attach the key staffing plan for the project in PDF format (optional).

2.3.3 Describe the proposed claims office services for the UConn plan, including the number of full-time personnel processing claims, the average tenure and experience of claims personnel, the supervisory structure and average tenure and experience of supervisory personnel.

2.3.4 Describe proposed claims processing metrics including average claim settlement timeframes, member inquiry response times, etc.

2.3.5

Verify that the UConn periodic reporting, claims processing, administrative, and operational support services as described in the “Reporting, Processing, and Administrative Services Requirements” document will be fulfilled under the proposal.

Describe value-added elements of the proposal exceeding UConn's expectations and requirements.

2.3.6 Describe in detail (including timeline and frequency) the communications, information, and documentation to be provided to the University including required reporting described in the Buyer Attachments upload. (A sample of standard reports (in PDF format) may be attached in the following item.)

2.3.7 Attach the sample reports in PDF format (optional).

2.3.8 Describe the proposed administrative and operational support services. Provide plans for on-site support and identify service metrics, as applicable.

Group 2.4: Financial / Economic Proposal:

Instructions:

in responding to the "Premium" Questions below, premiums are to be provided without the UConn Administrative Fee. The UConn Administrative Fee will be determined and added after contract award.

2.4.1 Explain the pricing proposal, including all premiums, fees, charges, and costs for the initial term, including all coverages and enrollment options. (A complete and itemized cost proposal (in PDF format) may be attached in the following item.)

2.4.2 Attach the complete and itemized pricing proposal in PDF format (optional).

2.4.3 Describe any other financial or economic considerations of the proposal. (Optional)

2.4.4 Student-Only - Base Plan: Annual Premium

2.4.5 Student-Only - Base Plan: Single Semester Premium

2.4.6 Student Plus 1 - Base Plan: Annual Premium

2.4.7 Student Plus 1 - Base Plan: Single Semester Premium

2.4.8 Family - Base Plan: Annual Premium

2.4.9 Family - Base Plan: Single Semester Premium

2.4.10 Student-Athlete Alternative Plan - Base Plan: Annual Premium (Optional - respond only if offered, include all coverage and enrollment options)

2.4.11 Student-Athlete Alternative Plan - "Plus" Plan: Single Semester Premium (Optional - respond only if offered, include all coverage and enrollment options)

2.4.12 Describe the proposed schedule for premium payments by the University, including preliminary calculation methods, timelines, adjustments, etc.

2.4.13 Describe the proposed process and timeline for submission of renewal premium quotations to the University for succeeding contract years.

Group 3.1: Additional Required Forms and Acknowledgements Instructions: Download the forms where applicable, complete and attach.

3.1.1 Form 1. Campaign Contribution Certification. Download Form 1 from the link below, complete and attach here.

https://portal.ct.gov/OPM/Fin-PSA/Forms/Ethics-Forms

3.1.2 Bidder Contract Compliance Monitoring Report (download attached file, complete, and upload to proposal)

3.1.3 SEEC Contractor Notice - Review and acknowledge the attached file.

3.1.4 Please acknowledge you have read and will comply with the University's Vendor Code of Conduct located at: http://policy.uconn.edu/2013/02/12/vendor-code-of-conduct/

3.1.5 CT Economic Impact Form http://www.biznet.ct.gov/SCP_Documents/Groups/1/Connecticut Economic Impact Form (DAS-46).pdf

3.1.6 Non-Collusion Affidavit: Please download and sign, then upload the signed copy.

Group 4.1: References

Instructions: Provide three references of comparable size and scope to the University's requirements in this solicitation. (References from higher education are preferred.)

4.1.1 Reference #1 Customer Name

4.1.2 Reference #1 Street Address, City, State, Zip

4.1.3 Reference #1 Contact Name

4.1.4 Reference #1 Email Address for Contact

4.1.5 Reference #1 Phone Number for Contact

4.1.6 Reference #1 Contract Dates

4.1.7 Reference #1 Contract Summary - Please describe reference project emphasizing similarities to the University requirements.

4.1.8 Reference #2 Customer Name

4.1.9 Reference #2 Street Address, City, State, Zip

4.1.10 Reference #2 Contact Name

4.1.11 Reference #2 Email Address for Contact

4.1.12 Reference #2 Phone Number for Contact

4.1.13 Reference #2 Contract Dates

4.1.14 Reference #2 Contract Summary - Please describe reference project emphasizing similarities to the University requirements.

4.1.15 Reference #3 Customer Name

4.1.16 Reference #3 Street Address, City, State, Zip

4.1.17 Reference #3 Contact Name

4.1.18 Reference #3 Email Address for Contact

4.1.19 Reference #3 Phone Number for Contact

4.1.20 Reference #3 Contract Dates

4.1.21 Reference #3 Contract Summary - Please describe reference project emphasizing similarities to the University requirements.

Product Line Items Product Line Items

There are no Items added to this event.

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Service Line Items Service Line Items

There are no Items added to this event.

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