1444223-event.pdf

14 September 2026

Employee Benefits Consultant Services The State of Iowa is seeking a qualified and experienced employee benefits consultant to provide strategic, actuarial, and operational support for the State’s employee benefits programs.

14 September 2026

Open 9/14/2026, 2:00 PM CDT Type RFP - Request for Proposal Close 10/20/2026, 2:00 PM CDT Number 005-RFP-3086-2027 Currency US Dollar

Sealed Until 10/20/2026, 2:00 PM CDT

Payment Terms 0% 0, Net 60

14 September 2026

Contacts Jocelyn Brincks jocelyn.brincks@das.iowa.gov

Phone +1 515-499-3659

14 September 2026

Commodity Codes Commodity Code Description 91840 Employee Benefits Consulting

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It is advised to "Save Progress" often and especially after uploading documents.

NOTE: Anytime the Respondent opens their bid after the initial submission, they MUST certify and resubmit. No information will be lost from the initial submission.

NOTE: Respondent must approve and resubmit their Proposal after an amendment has been posted by the Issuing Officer. If the Proposal was submitted before the amendment, all information will be saved. The Respondent only needs to read and acknowledge the amendment.

Instructions for Amendments: Answer the newly posted question in the Questions Section, and CERTIFY and SUBMIT your proposal again (if previously submitted).

1.1. Objective

The objective of this RFP is to procure a qualified and experienced employee benefits consultant to provide strategic, actuarial, and operational support for the State’s employee benefits programs. The selected Contractor will assist the State in:

Evaluating and optimizing benefit plan design and funding strategies

Supporting procurement activities for benefit-related services

Providing actuarial analysis and financial forecasting

Assisting with collective bargaining preparation and analysis

Monitoring vendor performance and market trends

Additional details regarding required services are provided in the solicitation documents found in IMPACS.

Description

Required to View Event

Prerequisites Required to Enter Bid

14 September 2026

1. Respondent shall read and make certifications of their Proposal.

2. Respondent shall read and authorize to release information for their Proposal.

3. Respondent shall read the contractual terms and conditions that are non-negotiable.

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Buyer Attachments

1. 005-RFP-3086-2027 - Employee Benefits Consultant Services.pdf

2. Exhibit A - Cost Proposal Form.docx

14 September 202614 September 202614 September 202614 September 202614 September 202614 September 2026 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDQ0MjIzLTIwOTU3MjIzNTMwMDUtUkZQLTMwODYtMjAyNyAtIEVtcGxveWVlIEJlbmVmaXRzIENvbnN1bHRhbnQgU2VydmljZXMucGRm&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDQ0MjIzLTIwOTU3MjUwNTZFeGhpYml0IEEgLSBDb3N0IFByb3Bvc2FsIEZvcm0uZG9jeA%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9

Questions Required Questions

Group 1: Confidential Information Instructions:

1.1

Form 22 – Confidential Treatment of Information – All Respondents are required to submit a Form 22 indicating whether or not they are requesting confidential treatment of specific information within their response (see form attached). If Respondent DOES NOT request confidential treatment, Respondent must complete Part 1 of Form 22 and upload in response to this question. If Respondent DOES requests confidential treatment of specific information, Respondent must: (1) fully complete and sign Part 2 of Form 22 and upload in response to this question; (2) prepare and upload a “Public Copy” of the Proposal to the "Vendor Attachments" tab from which the confidential information has been redacted as described in Form 22.

Group 2: Terms and Conditions Instructions:

2.1

If Respondents have questions, requests for clarification, or exceptions with any components within the RFP (including proposed alternate language), such shall be submitted as questions through the Q & A Board. If the Agency determines that any changes will be made resulting from the questions asked, the Agency will communicate such changes in an RFP addendum. Other than through this process, the Agency rejects and will not be required to evaluate or consider any additional questions or proposed alternate language submitted with response.

2.2

Respondent shall download and read the contract template associated with this solicitation. In Question 2.3, if Respondent agrees with all terms and conditions without change, answer “YES”. For exceptions to terms and conditions, answer “No” in Question 2.3. Respondent shall then upload a redlined version of the terms and conditions document and submit it with their response to this solicitation. BY

SUBMITTING A SOLICITATION WITHOUT UPLOADING A REDLINED VERSION OF

THE TERMS AND CONDITIONS, Respondent acknowledges its acceptance of the solicitation terms and conditions without change.

2.3

Service Terms and Conditions - The Contract(s) that the Agency expects to award as a result of this solicitation will be based upon the Proposal submitted by the successful Respondent and the solicitation. The contract between the Agency and the successful Respondent shall be a combination of the specifications, terms and conditions of the solicitation, the contract terms and conditions in this solicitation, the offer of the Respondent contained in the Proposal submitted by the Respondent, written clarifications or changes made in accordance with the provisions of the solicitation, and any other terms deemed necessary by the Agency, except that no objection or amendment by a Respondent to the provisions or terms and conditions of the solicitation shall be incorporated into the Contract unless the Agency has explicitly accepted the Respondent’s objection or amendment in writing. The contract terms and conditions contained in this solicitation will be incorporated into the Contract.

2.4

If a Respondent takes exception to a provision(s) with the terms and conditions, Respondent must upload redlined Microsoft Word version of the terms and conditions.

Respondent will state the reason for the exception and the specific contract language it proposes to include in place of the provision. Exceptions that materially change these terms or the requirements of the solicitation may be deemed non-responsive by the State, in its sole discretion, resulting in possible disqualification of the Solicitation. The Agency reserves the right to either award a Contract(s) without further negotiation with the successful Respondent or to negotiate contract terms with the selected Respondent if the best interests of the Agency would be served. **PLEASE NOTE** DO NOT

INCLUDE REDLINE VERSION OR EXCEPTIONS OF THE TERMS AND CONDITION

WITH TECHNICAL RESPONSE. REDLINED TERMS AND CONDITIONS MUST BE A

WORD DOCUMENT.

2.5

Pursuant to Iowa Executive Order 18 (February 10, 2026), the State of Iowa may not purchase equipment, supplies, or services from a Prohibited Company. For purposes of this solicitation, "Prohibited Company" has the meaning set forth in Iowa Code section 12K.1(4) – please see a copy of Iowa Code section 12K.1 attached for your reference. Respondent shall either hereby certify that “no” it is not a Prohibited Company as defined in Iowa Code section 12K.1(4), or “yes” it is a Prohibited Company as defined in Iowa Code section 12K.1(4). If the Respondent answers "yes," the Department of Administrative Services reserves the right to reject and not evaluate the Respondent's proposal.

2.6 Please indicate which list(s) identified in Iowa Code section 12K.1(4) that Respondent is included on and provide additional clarification or information about Respondent's inclusion on this list.

Group 3: Solicitation Response

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Instructions: Respondent shall upload Technical Proposal and Cost Proposal as separate files.

**DO NOT INCLUDE PRICING IN TECHNICAL PROPOSALS**

3.1 Respondent must attach separate Technical Proposal file. ** Upload Technical Proposal Here** *** DO NOT INCLUDE PRICING IN TECHNICAL PROPOSAL***

****DO NOT INCLUDE EXCEPTIONS TO CONTRACT TERMS***

3.2 Respondent must attach separate Cost Proposal file.

3.3 If Respondent has requested Confidential Treatment on Form 22 - a "Public Copy" of your Technical Proposal must be uploaded and submitted per Form 22.

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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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