26-019V Medical Plan Brokerage Services

Schertz-Cibolo-Universal City Independent School District (SCUC ISD) in Grimes County, Texas, is issuing a Request for Proposal (RFP) for medical plan brokerage and related support services. The District seeks a qualified firm to serve as its Medical Broker of Record and work collaboratively with the District and Masonry Health, its strategic healthcare advisor, to support medical plan strategy, procurement, market engagement, carrier and vendor negotiations, implementation activities, and compliance coordination. The scope is limited exclusively to the District's employee medical plan and related medical infrastructure, explicitly excluding dental, vision, disability, life, voluntary, and other ancillary coverages. The 2026 plan year is designated as a bridge-year assignment focused on managing the incumbent medical plan arrangement while supporting targeted cost-containment initiatives and alternative delivery channels; the District anticipates a more substantial medical plan redesign in 2027, requiring the selected broker to support both near-term execution and longer-term transition planning. Proposers must submit a fixed annual fee proposal covering core brokerage services, bridge-year incumbent management, stop-loss marketing and placement support, compliance coordination, day-to-day service support, reporting, and implementation support, with complete disclosure of all forms of compensation including consulting fees, brokerage fees, commissions, overrides, contingencies, revenue-sharing arrangements, and vendor compensation. Minimum qualifications require three years of medical plan brokerage experience, service to at least five comparable K-12 school districts, appropriate Texas licensure, Broker of Record experience, self-funded plan experience, public-sector employer experience, and demonstrated ability to operate within a multi-advisor environment. Evaluation criteria include alignment with the District's operating model and Masonry Health collaboration (15 percent), relevant medical brokerage experience and execution capability (15 percent), transparency and conflict management (15 percent), experience with self-funded medical plans and compliance coordination (10 percent), account team and service model (10 percent), implementation and transition capability (15 percent), and cost proposal (20 percent). The final date for submitting questions is May 4, 2026, at 11:00 AM, with final addenda issued by May 6, 2026; proposals are due by May 13, 2026, at 2:00 PM via the Euna Bonfire bidding platform, followed by finalist interviews on May 18, 2026, selection and notice of intent on May 19, 2026, tentative board approval on May 21, 2026, and contract execution and transition kickoff on May 22, 2026.

The RFP does not specify set-aside designations or restrictions on the types of organizations that can respond, nor does it identify disadvantaged enterprise requirements. The District's current medical infrastructure includes Aetna as the medical carrier, Express Scripts (ESI) as the pharmacy benefit manager, Sun Life providing stop-loss coverage, and Next Level Care managing primary and urgent care and emotional wellness services; the selected broker will be expected to work effectively with these incumbent arrangements during the 2026 bridge year. The solicitation requires standard certifications including felony conviction notices and conflict of interest questionnaires filed within seven business days of becoming aware of relevant facts, per Texas Local Government Code Chapter 176, as well as acknowledgment of non-indebtedness to the District and non-debarment status. The initial contract term is two years, commencing on or about June 1, 2026, and continuing through December 31, 2027, with up to three one-year renewal options at the District's discretion. The RFP does not specify a particular award value or budget range; instead, proposers submit a fixed annual fee proposal, and the District does not guarantee any minimum volume or amount. The District reserves the right to negotiate terms, request additional information, conduct interviews or scenario exercises with shortlisted proposers, and award based on best value rather than lowest price.