27001 Broker for Life and Disability Insurance and EAP

Tulsa Public Schools is soliciting proposals for a broker to manage life and disability insurance and an Employee Assistance Program (EAP) for its active full-time employees. The selected broker will be responsible for representing the district in the marketplace, soliciting competitive bids from carriers, and managing the selected providers. The scope of coverage includes basic life and accidental death and dismemberment (AD&D), supplemental life and AD&D for employees and dependents, long-term disability insurance, and EAP services. A key requirement for the EAP is the provision of at least five confidential counseling visits per issue, per household, at no cost to the employee. All contributory plans must be integrated under a Section 125 plan administered by American Fidelity. The initial period of performance runs from January 1, 2027, through December 31, 2027, with the possibility of four optional annual renewals extending through December 31, 2031. Proposals are due by October 9, 2026, via the Beacon Bid Portal. Evaluation is based on a weighted system focusing on pricing (30 points), proposal quality (15 points), program resources (15 points), technology and approach (15 points), professional qualifications (15 points), and references (10 points). Awardees must comply with strict insurance requirements, including professional liability and workers' compensation, and must submit a felony affidavit and sex offender registration certification. Payment terms are Net 30 days following the receipt of a properly itemized invoice and satisfactory performance.