Benefits Consulting and Actuarial Services

The School Board of Lee County, Florida, is soliciting an Invitation to Negotiate (ITN No. N267524AN) for comprehensive Benefits Consulting and Actuarial Services to support the district's self-funded health plan and fully insured voluntary benefit programs serving approximately 13,000 employees, of which 11,500 are eligible for benefits across multiple insurance lines including medical, dental, vision, accident, disability, and voluntary benefits. The primary deliverables and objectives include strategic planning, procurement, and administration of employee benefits; analysis and evaluation of current benefit plans; review of plan documents for compliance; assistance with developing RFPs and ITNs for benefit products; participation in monthly Insurance Task Force meetings and Board meetings; and ongoing evaluation of plan performance. Proposers must meet minimum qualifications including current Florida insurance broker licensure, a minimum of five years in business, experience with self-insured governmental plans, and full-service capabilities in consulting, actuarial, and brokerage services with at least one proposed actuary holding current American Academy of Actuaries membership. The proposal evaluation will be weighted across seven criteria: firm experience and qualifications (30 percent), technical approach and service delivery (20 percent), cost and value (20 percent), governance and risk (8 percent), requested services matrix (8 percent), financial responsibility (8 percent), and references (6 percent combined), with references comprising a minimum of three client engagements documenting prior benefits consulting and actuarial services work. Electronic proposals must be submitted through the Euna Procurement Platform no later than 2:00 PM EST on May 21, 2026, with client references due by 2:00 PM EST on June 10, 2026, submitted via email to AmyCN@leeschools.net; the evaluation committee will meet on June 17, 2026, optional interviews are scheduled for July 8, 2026, and School Board action is anticipated for August 3, 2026.

The solicitation documents do not identify any set-aside designations, disadvantaged enterprise restrictions, or incumbent vendors for this procurement. The initial contract term is three years commencing upon Board approval, with an option to renew for three additional one-year periods for a total duration not to exceed six years under the same terms and conditions. Awarded consultants must provide comprehensive insurance coverage including workers' compensation with statutory limits, commercial general liability of $1,000,000 per occurrence, professional liability of $1,000,000, and automobile liability of $1,000,000 per occurrence, with the School Board named as additional insured. Pricing must be submitted on an all-inclusive basis with no separate invoicing for travel time, mileage, or trip charges, and the District will utilize an ePayables Program through MasterCard for payment processing and is exempt from sales tax. The specific award value or budget range is not disclosed in the available solicitation documents, though the scope encompasses a substantial benefits program with active enrollment of 10,162 employees in medical benefits and significant retiree populations requiring actuarial valuation and ongoing consulting services. All subcontractors must comply with identical insurance and compliance requirements, and proposers must furnish evidence of insurability within five business days of award notification.