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Employee Benefits Advisory Services

This bid is for employee benefits advisory services supporting approximately 550 benefit-eligible employees at 10000 Centennial Parkway, Sandy, UT 84070.

Due
November 4, 2026
5 days left
Location
Sandy, UT
Utah
Posted on
Ionwave
Notice ID
Sandy RFP - 0203 Addendum 1

What they need

  • ScopeAdvise on medical, dental, vision, life, disability, retirement, retiree medical, wellness, and onsite health clinic benefits; evaluate and negotiate provider options and renewals.
  • SupportEmployee education, open enrollment assistance, claims issue resolution, usage analysis, cost control, and benefits compliance guidance.
  • Annual scheduleFinal renewal rates by March 1, open enrollment beginning May 1, and benefits renewal July 1.
  • Service termOne year beginning July 1, 2027, with four optional annual renewals.
  • PricingAll-inclusive flat fee paid directly, with additional services priced separately. No commissions on non-voluntary products; disclose and explain any proposed voluntary-product commissions.

What you have to submit

Pulled from the 3 solicitation documents (60 pages). Each item links to the page it came from. Check the originals and any amendments before you bid.

1How and where to submit

2Forms to fill out

3Bonds and insurance

  • MINIMUM LIMITS OF INSURANCE Contracting Party shall maintain limits no less than: COMMERCIAL GENERAL LIABILITY: $1,000,000 combined single limit per occurrence, personal injury and property damageSource: Exhibit A Benefits Advisor.pdf, page 1
  • PROFESSIONAL LIABILITY- $1,000,000 with respect to any damage caused by an error, omission or any negligent actSource: Exhibit A Benefits Advisor.pdf, page 1
  • AUTOMOBILE LIABILITY: $1,000,000 per occurrenceSource: Exhibit A Benefits Advisor.pdf, page 1
  • WORKERS’ COMPENSATION and EMPLOYERS LIABILITY: Workers’ compensation statutory limits as required by the Workers Compensation Act of the State of Utah and Employers Liability limits at a minimum of $300,000 for each: accident, disease, employeeSource: Exhibit A Benefits Advisor.pdf, page 1

4Licenses you need

5Pricing format

  • OneAmerica - Voluntary Life and AD&D Employee Up to $500,000, in $1,000 increments with a $10,000 minimum Benefit Amount* Not to exceed 5x Annual Earnings Guarantee Issue Amount $150,000 Reduces to 50% of the original benefit amount at age 70, and Benefit Age Reduction 25% at age 75 Late Entrants...Source: Benefits Guide - 2026-27.pdf, page 19
  • Subject to Evidence of Insurability (EOI) Spouse Up to $500,000, in $1,000 increments with a $10,000 minimum Benefit Amount* Not to exceed 100% of employee Voluntary Life amount* Guarantee Issue Amount $50,000 Benefit Age ReductionSource: Benefits Guide - 2026-27.pdf, page 19
  • *Benefit payment issued in lump sum Dependent Age Limit: Childbirth up to 26 years Age Reduction: Any benefit payable will be reduced by 50% of the amount listed for that benefit in the Schedule if the Covered Person is 70 or olderSource: Benefits Guide - 2026-27.pdf, page 22

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