25523-RFP-DST_Stop_Loss_Insurance.pdf

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Attached to
Stop Loss Insurance State and local contract opportunity
Solicitation number
25523-RFP-DST
Issued by
Hillsborough County, Florida

About this file

This document is a Notice of Intent to Award issued by Hillsborough County Public Schools (HCPS) in Tampa, Florida, for Request for Proposals (RFP) #25523-RFP-DST Stop Loss Insurance. HCPS sought stop loss insurance coverage effective January 1, 2026, for approximately 24,328 eligible employees with 78.5% currently enrolled in medical and pharmacy coverage. The enrollment includes 18,601 active employees, 44 COBRA participants, and 476 pre-65 and post-65 retirees and surviving spouses, totaling 19,121 covered lives. HCPS transitioned from fully insured coverage through Aetna to self-funded coverage under Aetna effective January 1, 2026, and requested illustrative stop loss proposals using data through July 2025 with plans to firm up quotes using data through August and September 2025. Four vendors submitted responses by October 20, 2025, and the evaluation period established an award recommendation prior to the November 10, 2025, notice date.

The evaluation committee comprised nine HCPS employees, including representatives from employee relations, human resources, budget and finance, and procurement services, along with four consultants from AON. Proposals were assessed using four weighted criteria: Specifications and Scope of Work (20 points), Qualifications and Experience (20 points), Cost and Best Value (50 points), and Small Business Enterprise Utilization (10 points). Symetra Life Insurance Company received the highest evaluation score of 81.70 points and earned the award recommendation. Two vendors—Alliant Insurance Services and BCS Insurance Company—were deemed non-responsive; Alliant identified itself as a stop loss broker rather than an insurance carrier, and BCS failed to submit all required bid documents. AETNA, the incumbent carrier, submitted a responsive proposal but scored lower at 74.60 points. Protests to the award decision must be filed within the timeframe prescribed by Florida Statutes with the Procurement Services Department at 901 East Kennedy Boulevard, Tampa, Florida 33602, or via email to corey.murphy@hcps.net.

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Other files for this state and local contract opportunity

Other files attached to Stop Loss Insurance, newest first.
File Type Posted
25523_Addendum_3_Questions.pdf PDF
HCPS_COBRA_as_of_08.01.2025_updated.xlsx XLSX spreadsheet
25523_Addendum_1_Data_Update_Aug.pdf PDF
Data_Included_Aug_2025.zip ZIP file
25523-RFP-DST_Stop_Loss_Insurance_RFP_Questionnaire.xlsx XLSX spreadsheet
Data_Included.zip ZIP file
CONTRACTING_WITH_ENTITIES_OF_FOREIGN_COUNTRIES_OF_CONCERN_PROHIBITED_AFFIDAVIT.pdf PDF
STATEMENT_OF_NO_BID.pdf PDF
Vendor_Registration_Form_07.10.25.pdf PDF

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Text version

Connect with Us • HillsboroughSchools.org • P.O. Box 3408 • Tampa, FL 33601-3408 • (813) 272-4000 Raymond O. Shelton School Administrative Center • 901 East Kennedy Blvd. • Tampa, FL 33602-3507

Superintendent of Schools Van Ayres

PROCUREMENT SERVICES DEPARTMENT

NOTICE OF INTENT TO AWARD

Request for Proposals: 25523-RFP-DST Stop Loss Insurance

Date: November 10, 2025

As to the above-mentioned Invitation to Bid, pursuant to §§ 287.057(1)(a) and 120.57(3), Florida Statutes, Hillsborough County Public Schools (“HCPS”) posts its Notice of Intent to Award to the vendors identified in Attachment A. The awarded vendor(s) must meet all mutually agreed qualification requirements prior to the provision of the goods and services.

Failure to file a protest within the time prescribed in § 120.57(3), Florida Statutes, or failure to post the bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under Chapter 120, Florida Statutes. Any protest concerning HCPS’ decision must be timely received via courier, the General Manager of Procurement Services.

Protests may be filed by courier, hand delivery, or regular mail at: Hillsborough County Public Schools, Procurement Services Department, Office of the General Manager, 901 East Kennedy Boulevard, Tampa, Florida 33602. Protests may also be filed by email at corey.murphy@hcps.net. It is the filing party’s responsibility to meet all filing deadlines.

The Cone of Silence, HCPS policy 6320 – Procurement, prohibits any communication regarding an active competitive solicitation between any HCPS employee or School Board member and any third party, representative, or lobbyist of that party, in effect from the time of release of the competitive solicitation until awarded by The School Board of Hillsborough County, Florida.

Procurement Services appreciates all vendors’ interest in doing business with HCPS and encourage participation in future bidding opportunities. Any questions regarding the competitive solicitation process may be forwarded to the Procurement Services Department representative, below.

Sincerely, Erika James, Procurement Officer erika.james@hcps.net Phone: (813) 272-4619

RFP # 25523-RFP-DST Stop Loss Insurance Proposals Received

Bid notifications were sent to 1263 vendors via VendorLink and 603 via Euna Open Bids (DemandStar).

Responses were received from 4 vendors.

Company SLVMP Status Submission Date

AETNA

502 SUNPORT LANE

ORLANDO, FL 32809

ROSA CHRISTIE

Phone: 954 3979053 Fax:

RCCHRISTIE@AETNA.COM

Submitted 10/17/2025 1:40:46 PM

*Alliant Insurance Services 125 High Street Boston, MA 01516 Pam Smith Phone: 239 6710220 Fax:

pam.smith@alliant.com

Submitted 10/20/2025 2:18:30 PM

*BCS Insurance Company 2 Mid America Plaza, Suite 200 Oakbrook Terrance, IL 60181 James Kordomenos Phone: 847 8409200 Fax:

uquotes@bcsf.com

Submitted 10/7/2025 8:32:03 AM

Symetra Life Insurance Company 777 108th Avenue Northeast, Suite 1200 Bellevue, WA 98004 Sharon Flinn Phone: 610 5944511

Submitted 10/20/2025 7:52:42 AM

Superintendent Van Ayres

Attachment A

Fax:

symrfp5@symetra.com

RFP #25523-RFP-DST Stop Loss Insurance Evaluation Committee Members

Member Role

Last Name First Name Position Site Email

Voter King Kelly General Manager

Employee Relations kellya.king@hcps.net

Voter Patton Charmion Chief Human Resources

Charmion.Patton@hcps.net

Voter Shotwell Danielle General Manager

Budget and Federal Finance danielle.shotwell@hcps.net

Advisor Pickering Christine Department Manager

Employee Benefits and Risk Management christine.pickering@hcps.net

Advisor Schatzberg Tracy General Manager

Employee Benefits and Risk Management tracy.schatzberg@hcps.net

Facilitator Baez Rebecca Procurement Officer

Procurement rebecca.baez@hcps.net

Facilitator James Erika Senior Procurement Officer

Procurement erika.james@hcps.net

Facilitator Perales Christy Procurement Officer

Procurement christy.perales@hcps.net

Consultant Booher Amy VP, Lead Consultant

AON amy.booher@aon.com

Contractor Boornazian Ava Health and Benefits Specialist

AON ava.boornazian@aon.com

Contractor Hronek Heather AVP, Lead Consultant

AON heather.hronek@aon.com

Contractor Jinks Jeff Vice President, Health Solutions

AON jeff.jinks@aon.com

RFP # 25523-RFP-DST Stop Loss Insurance Criteria Phase I

Specifications/Scope of Work: Weighted Value 20 This section shall provide HCPS with information regarding the Proposer’s understanding of the required scope of work (tasks and service levels) and the vendor’s ability to provide deliverables within the required timeframe and (if applicable) submit an optimal timeline with milestone payment information for the completion of deliverables and provide optimal customer service.

Qualifications and Experience.: Weighted Value 20 This section shall provide HCPS with information regarding the Proposer’s experience and qualifications in the related commodities and contractual services and their abilities.

Cost/Best Value Weighted Value 50 The price proposal shall be evaluated to determine the overall best value.

Utilization of HCPS – registered Small Business Enterprises Weighted Value 10 Procurement Services, based on the submitted information on the “SBE Subcontractor Utilization Letter of Intent,” will award SBE points based on the percentage of the projected dollar spend with HCPS-registered OSD vendors. Points shall be allocated based on the percentage of total HCPS dollars, as follows:

1 point for each 10% of the funding to the HCPS-registered SBEP. Example: 0 points: 0% to 9%, 1 point: 10% to 19%, 2 points: 20% to 29%, 3 points: 30% to 39%, … No (zero) points are offered for federally funded solicitations

RFP #25523-RFP-DST Stop Loss Insurance

Phase I

Evaluations

Criteria Specifications/Scope of Work

Qualifications and Experience/Required Forms and All Signatures.

Cost/Value Small Business Encouragement Program (SBEP)

Total

Weight 20 20 50 10 100

Symetra Life Insurance Company

17.67 18.63 45.40 0.00 81.70

AETNA 17.27 18.67 38.67 0.00 74.60

Notes:

* Non-Responsive

Alliant Insurance Services - Alliant’s cover letters identify themselves as a Stop Loss broker, not an insurance carrier.

BCS Insurance Company - Did not submit all bid documents

Recommendation for Award

Symetra Life Insurance Company

25523 Notice of Intent to Award
25523-RFP-DST Board Tabulation

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