Employee Benefits Broker Services

Project Title Employee Benefits Broker Services Invitation # 22-036 Bid Posting Date 12/22/2022 12:50 PM (PST) Project Stage Closed Bid Due Date 01/16/2023 4:00 PM (PST) Response Format Electronic and Paper Project Type RFP (Request for Proposal) Response Types Cost File Response File General Attachment Type of Award Lump Sum Categories 921190 - Other General Government Support 524210 - Insurance Agencies and Brokerages 561990 - All Other Support Services License Requirements Department Finance Address 100 Civic Center Dr. Lake Forest, California 92630 County Orange Bid Valid Liquidated Damages Estimated Bid Value Start/Delivery Date Project Duration Bid Bond Bid Bond 0.00% Payment Bond 0.00% Performance Bond 0.00% Pre-Bid Meeting Information Pre-Bid Meeting No Online Q&A Online Q&A Yes Q&A Deadline 01/09/2023 2:00 PM (PST) Contact Information Contact Info Nidia Ruelas 949-282-5211 nruelas@lakeforestca.gov Bids to Owner's

Agent Shelly Cisneros, Human Resources Manager (949) 461-3544, scisneros@lakeforestca.gov Description Scope of Services The City of Lake Forest is seeking proposers interested in providing Broker Services for the City’s employee benefits program. In accordance with City policies and procedures, this solicitation shall be carried out in an effort to retain the most qualified proposer to provide these services to the City. The City is interested in a qualified firm capable of taking a creative, innovative approach to the rising costs of health care and employee benefits, while maintaining fiscal responsibility. It is the goal of the City to continue to offer benefit choices to fit employee needs or preferences, to work to provide the level of coverage currently offered at an affordable contribution rate, and to maintain employee satisfaction with these services. The Human Resources Division oversees the City’s benefit group plans including medical, dental, vision, life, disability and ancillary benefits for its employees and dependents. The City is not interested in a broker for medical services. Currently the City has approximately 65 benefits eligible employees. The City also employees approximately 100 part-time employees. Other Details Notes Special Notices Local Programs & Policies