When is the submission deadline?

Submissions are due September 4, 2026. Questions must be submitted by August 21, 2026.

It was issued by County Of San Mateo. The work is located in California, United States.

Who is a good fit for this opportunity?

Employee benefits brokerage and consulting firm. Experience managing public-sector or county employee benefits programs. Expertise across medical, pharmacy, dental, vision, life, disability, wellness, and voluntary benefits. Strong knowledge of Flexible Spending Accounts, Health Savings Accounts, and COBRA administration. Demonstrated capacity to support multi-year benefits strategy and plan administration.

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Employee Benefits Broker and Consultant Services

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Overview

Financial, Legal, HR & Staffing

California, United StatesPosted: August 15, 2026Deadline: September 4, 2026

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SUMMARY

A San Francisco government authority seeks a broker and consultant for its comprehensive employee benefits program, including insurance, wellness, voluntary, and administrative benefits. The contract term is five years.

KEY REQUIREMENTS

Must have a minimum of ten years of experience providing similar services
Account manager must have a minimum of ten years of experience in account services
Must be registered with the System for Award Management (SAM)
Must be able to provide services for medical, pharmacy, dental, vision, and administrative benefit plans
Must comply with the San Mateo County Living Wage Ordinance
Must comply with the San Mateo County Employee Jury Service Ordinance if contract value exceeds $200,000
Must adhere to the Levine Act regarding campaign contribution disclosures
Must provide proof of required insurance coverage including workers' compensation, general liability, motor vehicle liability, and professional liability

CONTRACT DURATION

60 months

TIMELINE

RFP Released: August 14th, 2026

Deadline for Questions and Comments: August 21st, 2026, 5:00pm

Proposal Due Date and Time: September 4th, 2026, 5:00pm

Interviews (tentative): October 6th, 2026

Anticipated Contract Award Date: December 1st, 2026

QUESTION DEADLINE

August 21, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

County Of San Mateo

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority located in San Francisco, California, is seeking an employee benefits broker and consultant to support its county employee benefits program. The selected provider will deliver consulting and brokerage services for medical, pharmacy, dental, vision, employee assistance, life and accident, disability, wellness, and voluntary benefit plans.

Services will also include administrative benefit plans such as Flexible Spending Accounts, Health Savings Accounts, and COBRA. The contract period will be five years. All questions must be submitted by August 21, 2026, and proposals are due September 4, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due September 4, 2026. Questions must be submitted by August 21, 2026.
Who issued this RFP?: It was issued by County Of San Mateo. The work is located in California, United States.
Who is a good fit for this opportunity?: Employee benefits brokerage and consulting firm
Experience managing public-sector or county employee benefits programs
Expertise across medical, pharmacy, dental, vision, life, disability, wellness, and voluntary benefits
Strong knowledge of Flexible Spending Accounts, Health Savings Accounts, and COBRA administration
Demonstrated capacity to support multi-year benefits strategy and plan administration

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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