Healthcare Brokerage Services

The Salem Area Mass Transit District (SAMTD), located in Marion County, Oregon, is soliciting proposals for Healthcare Brokerage Services through RFP 24-037. The procurement seeks a qualified insurance broker to provide comprehensive benefits and consulting services for the organization, with key deliverables including assessing insurance needs, negotiating with carriers, overseeing benefits package implementation, providing compliance and wellness consulting, and coordinating open enrollment processes. Proposers must submit a detailed response addressing the full scope of services, which encompasses strategic benefits management and employee wellness program development. The RFP was issued on September 26, 2024, with proposals due on October 30, 2024, and a tentative contract start date of March 1, 2025. The initial contract term is two years, with potential extensions for three additional one-year terms. Evaluation criteria will likely include the proposer's experience, proposed approach, pricing, and ability to meet the district's comprehensive benefits management needs.

The procurement encourages participation from small, minority, veteran, women-owned, and Disadvantaged Business Enterprises (DBEs), with an overall agency DBE goal of 2.43%. While the contract is not federally funded, SAMTD expects proposers to pursue subcontracting and partnership opportunities with DBE firms. The current consulting fee is $32,000 annually, and the total contract value is expected to be relatively modest, focusing on comprehensive benefits management services. Parker Smith & Feek Insurance LLC has been identified as the intended awardee, subject to a seven-day protest period from November 25 to December 2, 2024. The district currently uses the Ignite portal for employee benefits at no additional cost and is seeking an experienced broker to help build out a new wellness program. Proposers must submit completed exhibits including a Non-Collusion Affidavit, Organizational Conflict of Interest disclosure, and Proposal Price Form, with certification of compliance with Oregon tax laws.