REQUEST FOR PROPOSALS (RFP)
Health Insurance Brokerage and
Employee Benefits Consulting Services
RFP # 2026-104-01
DUE DATE: March 2, 2026 @ 2:00 pm
City of Jacksonville
Attn: RFP #2026-104-01; Health Insurance
Brokerage and Employee Benefits Consulting
Services
315 S Ragsdale St.
Jacksonville, TX 75766
http://www.jacksonvilletx.org/
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Contents
Section I – Introduction and RFP Terms and Conditions .......................................................... 4
Calendar............................................................................................................................... 4
Submittal Requirements ....................................................................................................... 4
Definitions, Terms, and Conditions ....................................................................................... 5
Definitions ......................................................................................................................... 5
Terms and Conditions ....................................................................................................... 5
Public Information ............................................................................................................. 5
Electronic Documents........................................................................................................... 6
Receipt of Proposals ............................................................................................................ 6
City Prerogative to Accept or Reject Proposals..................................................................... 6
Reimbursements .................................................................................................................. 6
Certification .......................................................................................................................... 6
Agreement............................................................................................................................ 7
Communication..................................................................................................................... 7
Company Ownership / Management..................................................................................... 8
Disclosure............................................................................................................................. 8
Award of Contract................................................................................................................. 8
Addenda ............................................................................................................................... 8
False or Misleading Statements............................................................................................ 9
Clarification of Proposals ...................................................................................................... 9
Responsiveness ................................................................................................................... 9
Rejection of Proposals.......................................................................................................... 9
Indemnification and Release................................................................................................. 9
Indemnification .................................................................................................................. 9
Release............................................................................................................................. 9
Section II - Technical Specifications and General Information .................................................10
General Information .............................................................................................................10
Background ......................................................................................................................10
Minimum Proposals .............................................................................................................10
Disqualification of Respondents...........................................................................................11
Section III – Scope of Services................................................................................................12
Brokerage and Market Services...........................................................................................12
Benefits Consulting and Strategy.........................................................................................12
Quarterly Benefits Reconciliation and Audit Services (Required) .........................................12
Audit Reporting and Communication ...................................................................................13
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Deliverables (Minimum Expectations) ..................................................................................13
Section IV – Qualifications ......................................................................................................14
Minimum Qualifications........................................................................................................14
Section V – Questions and Inquiries .......................................................................................15
Section VI - Evaluation Criteria and Weighting ........................................................................16
Evaluation Criteria ...............................................................................................................16
Selection Process / Interview...............................................................................................16
Section VII - Conflict of Interest ...............................................................................................17
Section VIII - Payment ............................................................................................................20
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Section I – Introduction and RFP Terms and Conditions
Calendar
February 16, 2026
February 18 and February 25, 2026
March 2, 2026
March 5, 2026
March 10, 2026
Announce RFP
Advertise in Newspaper
Proposals Due / Bid Opening
Presentation at City Council Agenda Workshop
City Council Meeting- Award / Notice to Proceed
• The City of Jacksonville, Texas (“City”) is soliciting sealed proposals from qualified,
experienced, and properly licensed insurance brokerage firms to provide health insurance
brokerage and employee benefits consulting services.
• The City seeks a firm that will serve as a trusted advisor, advocate, and strategic partner in
the design, procurement, administration, and ongoing management of its employee
benefits program. The selected Firm will support the City in controlling costs, managing risk,
maintaining regulatory compliance, and providing competitive, sustainable benefits for
employees.
• The City employs a diverse workforce, including full-time, part-time, public safety, and
administrative employees. The selected Firm will work closely with the City’s Executive
Director of People and Strategy, Finance Department, Payroll, and other designated
stakeholders.
• Notice of this RFP was published in the Jacksonville Progressive. The RFP document is
available upon request or as otherwise provided by the City.
Submittal Requirements
Respondents shall submit one (1) hard copy and one (1) digital copy. Responses must be
received in a sealed envelope clearly marked on the outside with:
• The respondent’s name and address, and
• “City of Jacksonville RFP #2026-104-01; Health Insurance Brokerage and Employee
Benefits Consulting Services.”
Responses will be accepted until 2:00 p.m. on March 2, 2026, and should be delivered to:
City of Jacksonville
Attn: RFP #2026-104-01; Health Insurance Brokerage and Employee
Benefits Consulting Services
315 S. Ragsdale St.
Jacksonville, TX 75766
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• Responsibility: It is the respondent’s responsibility to ensure responses are received prior
to the stated deadline. Any response received after the deadline will be returned unopened.
• Validity: No response may be withdrawn for at least ninety (90) days after the scheduled
response deadline.
Definitions, Terms, and Conditions
Definitions
To simplify the language used throughout this Request for Proposals (RFP), the following
definitions shall apply:
City – The City of Jacksonville, Texas.
City of Jacksonville – Same as City.
City Council – The elected governing body of the City of Jacksonville, Texas, vested with
authority to conduct City business as provided by the Texas Constitution and applicable
state laws.
Contract – A written agreement between the City and a selected firm to provide
professional services under the terms and conditions specified in this RFP.
Contractor / Firm – The respondent selected by the City to enter a contract because of
this RFP.
RFP – Request for Proposals.
Terms and Conditions
• The City reserves the right to reject any or all proposals.
• The City may waive minor irregularities or informalities.
• No costs incurred in responding to this RFP will be reimbursed.
• Selection does not obligate the City to execute a long-term contract.
• The broker relationship shall be at-will.
• Appointment as Agent of Record may be rescinded at the City’s discretion.
Public Information
All proposals are subject to the Texas Public Information Act.
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This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.