Benefits broker & consultant services

The Birmingham-Jefferson County Transit Authority (BJCTA) is requesting proposals for employee benefits broker and consultant services, with proposals due September 23, 2026, at 2:00 p.m. CST via PlanetBids portal, and an anticipated board award date of October 15, 2026.

BJCTA serves ten municipalities in the Metro Birmingham area with approximately 350 active employees and retirees. The scope requires a strategic benefits advisor and broker of record to provide brokerage, consulting, compliance support, market analysis, employee communication, and benefits administration across medical, prescription drug, dental, vision, employee assistance programs, life insurance, accidental death and dismemberment, dependent life insurance, flexible spending accounts, and short-term disability benefits. Key deliverables include an annual benefits strategic plan, renewal marketing and recommendation reports, cost projection reports, quarterly claims utilization reports, annual benefits benchmark reports, compliance update memoranda, annual open enrollment communication packages, employee education sessions, quarterly account review meetings, and annual carrier performance evaluations. Respondents must disclose all forms of compensation including commissions, consulting fees, contingent commissions, carrier incentive payments, bonuses, and administrative fees.

The contract term is six months from the effective date of execution. No DBE goals or participation requirements apply. Evaluation criteria are weighted as follows: experience and qualifications (25 percent), technical approach and methodology (20 percent), project management and schedule (20 percent), past performance and references (15 percent), and cost proposal (20 percent). Proposals must not exceed 100 pages and include detailed cost breakdowns, project schedules with associated fees, organizational structure, key personnel resumes, financial statements for the past three years, and at least three client references. Pricing must remain firm for 120 days following proposal submission. Questions are due September 9, 2026, at 3:00 p.m. CST, with responses posted by September 16, 2026. No proposal bond is required.