Health and Welfare Benefit Consulting Services

Project Title Health and Welfare Benefit Consulting Services Invitation # 2023098 Bid Posting Date 04/05/2024 4:03 PM (PDT) Project Stage Bidding Bid Due Date 05/03/2024 2:00 PM (PDT) Response Format Electronic Project Type RFP (Request for Proposal) Response Types Response File 2023098 Forms (required) Type of Award Lump Sum Categories 524210 - Insurance Agencies and Brokerages 524292 - Third Party Administration of Insurance and Pension Funds 524298 - All Other Insurance Related Activities License Requirements Department Procurement Services Address 1102 Q Street, Suite 3000 Sacramento, California 95811 County Sacramento Bid Valid 120 days Liquidated Damages No Estimated Bid Value Start/Delivery Date July 1, 2024 Project Duration 5 Years Pre-Bid Meeting Information Pre-Bid Meeting No Online Q&A Online Q&A Yes Q&A Deadline 04/19/2024 11:59 PM (PDT) Contact Information Contact Info Susie Gonzales 916-594-6447 sgonzales@sacrt.com

Bids to Owner's Agent Description Scope of Services PUBLIC NOTICE Request for Proposals Health and Welfare Benefit Consulting Services NOTICE IS HEREBY GIVEN that Sacramento Regional Transit District (SacRT) is soliciting proposals from Contractors with qualifications, experience, and knowledge to provide Health and Welfare Benefit Consulting Services. The Procurement Analyst responsible for this solicitation is: Sue Gonzales Senior Procurement Analyst SGonzales@sacrt.com RFP and other proposal information may be downloaded from SacRT’s Planet Bids Vendor Portal after completion of Vendor Registration. This publication (information) is available in accessible formats. Please contact the analyst listed above or call SacRT’s TDD line at 916-483-HEAR (4327) to request an accessible format. Small and Local Business Enterprise (SBE/LBE) Requirements It is SacRT’s policy that Small Business Enterprises (SBE) and Local Business Enterprise (LBE) will have an equal opportunity to participate in the performance of this Contract. SBE is defined as a business that has been certified by the California Department of General Services (DGS) or any other public agency that certifies small businesses under applicable laws. LBE is defined as a business that maintains its Principal Place of Business within the geographical boundaries of Sacramento, El Dorado, Placer, Sutter, Yolo, or Yuba counties, and must be an established business entity conducting business operations for at least 6 consecutive months prior to the due date of the bid or proposal. To further that policy, SacRT will provide a 10% point preference to Proposers that are SBEs and a 10% point preference to Proposers that are Local Businesses. Proposers eligible for both preferences will receive a 20% preference. See Attachment 7 Small and Local Business Enterprise (SBE/LBE) Requirements for additional information and required forms. Because it is unclear what subcontracting opportunities may be available on a Work Order basis, SacRT will not provide preferences based on the participation of SBE or LBE subcontractors. A Proposer claiming a preference must complete and submit SBE/LBE Form 1a SBE/LBE Participation Certification. SacRT hereby notifies all proposers it will affirmatively ensure that, regarding any contract entered into pursuant to this solicitation, all proposers will be afforded full opportunity to submit a proposal in response to this invitation and will not be discriminated against based on race, color, creed, sex, disability, age, or national origin in consideration for an award. SacRT does not prequalify subcontractor firms. However, Prime Contractors are encouraged to review the Prospective Bidders list on PlanetBids to find interested firms for subcontracting opportunities. Proposals must be submitted through SacRT’s PlanetBids Vendor Portal by no later than 2:00 p.m., Friday, May 3, 2024, Pacific Local Time. SacRT reserves the right, as its interests may require, to reject all proposals, to waive any informality or minor irregularities, and to accept or reject any items of the proposal. In addition, SacRT reserves the right to reopen the solicitation if no responsive proposals are received. Other Details Notes Special Notices Local Programs & Policies Place eBid