Exhibit_A_-_USI_Marketing_Letter_RFP_25-03_EAP.pdf

USI Insurance Services 21250 Hawthorne Blvd

Suite 380 Torrance, CA 90503

July 9, 2025

RE: Superior Court of California, County of San Bernardino

REQUEST FOR PROPOSAL (RFP): Employee Assistance Program (EAP): RFP 25-03, Effective January 1, 2026

Due by: FRIDAY, JULY 25, 2025, 1:15 P.M., PT – NO LATE PROPOSALS WILL BE ACCEPTED

We are conducting an Employee Assistance Plan (EAP) marketing survey for our valued client, the Superior Court of

California, County of San Bernardino (The Court). You are invited to submit a proposal for Employee Assistance Program benefits with a January 1, 2026 effective date. Their zip code is 92415 and SIC code is 9211.

This RFP is composed of two documents:

1) USI Insurance Services’ RFP cover letter with requested specifications and

2) The Court’s official RFP that contains requirements and process for contracting vendors. You are responsible for reviewing both documents in their entirety.

COURT BACKGROUND:

The Court holds jurisdiction over San Bernardino County, the largest county in the United States, geographically, covering over 20,000 square miles and serving more than two (2) million people. The County has three distinct geographical areas:

desert, valley and mountains.

The Court has 81 judges and 17 subordinate judicial officers who hear court proceedings in 11 locations: Barstow, Big Bear, Colton, Fontana, Joshua Tree, Needles, Rancho Cucamonga, four (4) sites in San Bernardino, and Victorville. There are

1,139 employees covered on the EAP who service the needs of the Court by providing administrative and clerical support who are covered by the EAP. This number does not include the 81 judges or the additional 131 terminated employees.

CURRENT BENEFITS PROGRAM:

Currently the Court offers a 100% employer paid EAP through ACI Specialty Benefits. The services offered include the following:

• Thorough face-to-face assessment/referral process (3 visit model)

• Toll-free, 24/7, 365 day-a-year call center

• Critical Incident/Crisis Management

• Unlimited Employee Orientation

• Unlimited Wellness Seminars/Workshops

• Unlimited Management Training/Orientation

• HR Support including supervisory referrals for employee work performance and difficult employee problems, substance abuse case management and support for return-to-work transition, and support during reductions in workforce.

• Unlimited Printed Promotional Materials including customized promotional materials including brochures, posters, wallet cards, and more.

• Please quote current benefits and include the following:

o GEO Access reports based upon all 403 unique zip codes listed on the census. The parameters should include: 2 providers within 10 miles

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REQUEST FOR PROPOSAL (RFP) CONTENT – YOU WILL NEED TO ACCESS THE DOCUMENTS FROM THE COURT’S WEBSITE

PROVIDED BELOW):

• ACI Summary for Open Enrollment

• ACI Utilization Reports for 2024 and Q1 2025

• ACI Service Agreement

• EAP Census (Active, Inactive and Terminated Employee Zip Codes) to be provided to Bidders by USI upon request

• 2025 Benefit fair locations

• EAP RFP #22-04 Benefits Matrix - MUST BE COMPLETED

• Superior Court of California, County of San Bernardino RFP (including attachments) – MANDATORY!! PLEASE READ AND HAVE YOUR COMPLIANCE REVIEW THE COURTS’ TERMS AND CONDITIONS. ALL MANDATORY TERMS AND

CONDITIONS MUST BE ACCEPTED IN ORDER FOR YOUR PROPOSAL TO BE CONSIDERED.

MAIN PROPOSAL REQUIREMENTS:

A. Please provide your rates net of commission, 0%.

B. The Court’s current EAP offers many services as well as printed employee education materials at no cost per the summary of benefits. Please include these provisions in your quote. Don’t forget to complete the EAP Benefits Matrix attachment.

C. A highly motivated service-oriented Account Team with a dedicated contact will be a key element to the Court.

Please identify or describe your proposed Account Team and each Account Team member’s daily functions – please include support staff. Please provide location and the hours of operation and time zone for the Account Manager and Customer Service.

D. Enrollment meetings/benefit fairs will be conducted at various locations to educate the employees on their benefits during their lunch hour. A representative from your company will be requested to attend. If you require a minimum number of employees to attend, please provide your guideline – if a carrier change is made, we request the minimum to be waived for the first open enrollment held this fall. Please provide a microsite where employees and dependents will be able to see the Court offerings and download summaries and value-added resources.

E. Please summarize the value-added benefits that are included in your proposal. State whether they are available in California only or also outside of California.

F. Please include your financial ratings for Standard & Poor’s, Moody’s Investors, and A.M. Best.

G. The Court is requesting rate guarantee(s) for five (5) years, one for the initial term, and one for an option to renew in the second through fifth year. The option to extend the contract in year 2 through 5 is exercisable at the sole discretion of the Court.

H. Please refer to the following websites for other benefit related RFPs: https://caleprocure.ca.gov/pages/Events-

BS3/event-search.aspx and http://www.sb-court.org/GeneralInfo/RequestforProposal.aspx.

I. What has your client retention percentage been over the last three years in California for your proposed products?

J. Please include a performance guarantee based upon implementation, service standards, etc.

K. Waive the binder check if required.

IMPORTANT: The Court has stringent requirements in their formal RFP that must be followed in order for your bid to be considered. Please read the Court RFP document that is posted on the procurement website very carefully. A

Compliance representative of your company must review and accept all mandatory terms and conditions prior to signing off in order for your proposal to be accepted.

QUESTIONS ON THE RFP?

In compliance with the Court’s RFP practices , DO NOT contact the USI team directly. All questions pertaining to this RFP, attachments, and exhibits should be submitted to scccsb.rfp@usi.com and must include the RFP title: Employee Assistance Program and number: RFP #25-03 Deadline for questions is July 14, 2025, 1:15pm., PT – late questions will not be accepted. Answers are scheduled to be posted on July 18, 2025 (estimated).

https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx http://www.sb-court.org/GeneralInfo/RequestforProposal.aspx mailto:scccsb.rfp@usi.com

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RFP SUBMISSION GUIDELINES:

Please send one hard copy of your proposal to USI Insurance Services (address below) via FedEx, UPS or hand deliver. It must be received by FRIDAY, JULY 25, 2025, by 1:15 P.M., PT.

USI Insurance Services Attn: SCCCSB RFP Team RFP #25-03 21250 Hawthorne Blvd., Suite 380

Torrance, CA 90503 Tel: (424) 390-0000 (for delivery purposes only)

✓ In addition, please provide USI with an electronic version of your proposal to scccsb.rfps@usi.com – the rate or fee information and benefits matrix should be in excel; all others should be in pdf format with live links. The bidder must include the RFP name: Employee Assistance Program and number: RFP #25-03 on the subject line of the email. Please submit the email by 1:15pm on July 25, 2025.

✓ You will be notified of the best and final offer (BAFO) opportunity on July 28, 2025, and it will be due on July 31, 2025 by 1:15pm.

Please no elaborate printing or binding desired, rather focus on complete, clear, and concise content.

The due date has been set strategically in order to prepare the presentation to the Court’s Employee Benefits Advisory

Committee (EBAC) in August with the final recommendations going to the Judges in September for approval. Please note that carrier reference calls may be conducted on August 26, 2025 and interviews may be conducted on August 28, 2025, if necessary.

This is a blind bid where submitted proposals are not shared in the market. You will have an opportunity to improve upon your proposal during the BAFO. We do reserve the opportunity to negotiate with the finalists.

Sincerely, Pam Rodrigues

Account Manager

Attachments

Cc: San Bernardino Superior Court Gary Delaney, Joy Giblin and Christine Kwock: USI Team mailto:scccsb.rfps@usi.com