DISTRICT LIFE & AD&D, STD AND FSA BENEFITS (Single and Multiple Award Structure)
Closed State & local contract opportunity
- Solicitation number
- RFP 27-01-31
- State
- Arizona
- Responses due
Opportunity facts
- Jurisdictions
- UNSPSC codes
- 64122002 Fraternal life insurance policy
- 64122000 Life insurance contracts
- 64122003 Group life insurance policy
- 84131600 Life and health and accident insurance
- 84130000 Insurance and retirement services
- 64122001 Credit life insurance policy
- 64122004 Term life insurance policy
- 64122005 Whole life insurance policy
- 84131601 Life insurance
- Point of contact
-
- Francine Lauer francine.lauer@tempeschools.org (480) 730-7166
Opportunity details come from procurement.opengov.com. Updated .
About this opportunity
Tempe Elementary School District No. 3 is seeking proposals for a comprehensive benefits package through a Request for Proposal (RFP) covering District Life & AD&D, STD, and FSA benefits for approximately 1,398 employees across multiple educational facilities. The procurement opportunity allows vendors to submit proposals for individual benefit lines or combination programs, including Employer-Paid Basic Life & AD&D, Voluntary Life, Short-Term Disability (STD), and Flexible Spending Accounts (FSA). The RFP, released on December 11, 2025, requires responses by January 15, 2026, at 2:00 PM, with anticipated Governing Board approval in March 2026 and a contract period from July 1, 2026, through June 30, 2027, with potential extensions for four additional one-year terms. Vendors must provide designated account managers, toll-free customer service, bilingual educational materials, integrated claims administration, electronic eligibility processing, and attend annual open enrollment meetings. Key requirements include maintaining comprehensive general liability insurance with $1,000,000 per occurrence and $2,000,000 aggregate coverage, and adhering to federal, state, and local licensing regulations.
The procurement does not explicitly specify set-aside designations or restrictions for disadvantaged enterprises. The current Basic Life/AD&D is underwritten by Securian/Ochs, with Voluntary Short Term Disability administered by SunLife through Disability RMS since July 1, 2023. The existing Short-Term Disability plan features rates based on annual salary ranging from $9.38 to $189.75 monthly, with a 7-day elimination period, benefits up to 66% of salary (maximum $7,500 monthly), a 6-month benefit period, and a $3,000 guarantee issue. The district specifically requests that no commissions, overrides, or third-party remuneration be included in pricing, and will not accept proposals from brokers. Pricing shall remain firm for the contract term, with the district reserving the right to review documented price increase requests before contract renewals. While specific award values are not detailed, the comprehensive benefits package covers multiple insurance and spending account lines for a substantial number of employees across various educational facilities.
Opportunity text
PURPOSE: Pursuant to provisions of the School District Procurement Rules, the Tempe School District No. 3
intends to establish a contract with a single vendor for a Voluntary Short Term Disability Insurance and/or Group
Term Basic Life and AD & D, Term Voluntary Life Insurance.
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