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Employee Benefits and Insurance Brokerage Strategic Consultation Services

Overview


Financial, Legal, HR & Staffing
Logan, Utah, United StatesPosted: October 6, 2026Deadline: November 6, 2026

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SUMMARY


The District is seeking an employee benefits brokerage and strategic consulting firm to evaluate its current program, develop sustainable benefits strategies, assess funding options, and support renewal and cost-management decisions. The contract term is one year.

KEY REQUIREMENTS


BUDGET

Estimate

$50,000 – $150,000

CONTRACT DURATION


24 months

TIMELINE


RFP Issued: October 5th, 2026

Deadline for Proposer Questions: October 16th, 2026

District Responses to Questions / Addendum Issued: October 23rd, 2026

Proposal Submission Deadline: November 6th, 2026

Initial Proposal Evaluation: November 9th–13th, 2026

Finalists Notified: November 16th, 2026

Finalist Presentations/Interviews: November 30th–December 4th, 2026

Reference Checks / Due Diligence: December 7th–11th, 2026

Anticipated Selection: December 16th, 2026

Contract Negotiation / Approval / Finalization: December 17th–23rd, 2026

Effective Date of Broker Services: January 1st, 2027

QUESTION DEADLINE


October 16, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


Logan City School District

Organization overview and procurement intelligence available on paid plans.
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DESCRIPTION


The District seeks a vendor to provide comprehensive employee benefits brokerage, consulting, strategic advisory, and related services. The selected provider will deliver ongoing strategic consultation to support a competitive, financially sustainable, and effective employee benefits program aligned with the District’s financial objectives, workforce needs, and long-term benefits strategy.

Services will include an initial comprehensive review of the existing benefits program; identification of strengths, concerns, improvement opportunities, and priorities; development of short- and long-term benefits strategies; and recommendations regarding plan design, contribution strategies, funding arrangements, and benefit offerings. The consultant will also identify emerging trends and innovative approaches, present alternatives with associated costs, savings, risks, advantages, disadvantages, and employee impacts, and evaluate fully insured, self-funded, level-funded, and other appropriate funding models.

The provider will help improve benefit value and control costs without unnecessarily shifting expenses or administrative burdens to employees, and will analyze renewal proposals for reasonableness and the factors contributing to cost changes. The scope includes employee-paid dental and vision coverage, flexible spending accounts, limited-purpose flexible spending accounts, and dependent care assistance plans. The contract period will be one year, and questions must be submitted by October 16, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due November 6, 2026. Questions must be submitted by October 16, 2026.
What is the budget for this RFP?
Settle estimates the budget at $50,000 – $150,000. The issuer has not published an official figure.
Who issued this RFP?
It was issued by Logan City School District. The work is located in Logan, Utah, United States.
Who is a good fit for this opportunity?
  • Employee benefits brokerage and consulting firm with comprehensive benefits strategy expertise
  • Experience evaluating insured, self-funded, and level-funded plan structures
  • Demonstrated success with plan design, renewals, cost containment, and workforce benefits analysis
  • Ability to provide data-informed recommendations aligned with public-sector financial and workforce objectives
  • Strong knowledge of dental, vision, FSA, LPFSA, and dependent care assistance programs

Analysis generated by Settle AI from the source RFP.

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