HEALTH INSURANCE - BENEFITS BROKER - SERVICER

2026-11-03

STATEMENT OF WORK BROKER OF RECORD Contractor will serve as the Court ’ s broker of record for the following lines of coverage : RFP 25 - 11 Health Insurance - Benefits Broker - Servicer RFP 25 - 11 Health Insurance - Benefits Broker - Servicer Exhibit A : Statement of Work // Basic Life Supplemental Life Federal COBRA Group AD & D Short - Term Disability Long - Term Disability Medical ( HMO , PPO , Kaiser option ) Dental ( HMO , PPO ) Vision Employee Assistance Plan ( EAP ) Critical Illness Flexible Spending Account - DCAP ( FSA - Dependent Care Assistance Program ) Flexible Spending Account – HC ( FSA – Health Care ) Flexible Spending Account – Commuter Services Leave of Absence Administration Retiree Medical ( Pre and post Medicare ) Wellness Program GENERAL RESPONSIBILITIES Contractor will research , acquire , administer , and advise on the Court ’ s employee benefit plans and programs , as direct by the Court . Contractor will conduct market research and make recommendations regarding : The availability of value - added benefit plans and programs . Modifications to the design , cost ( rates ) and quality of all current and new employee benefit plans and programs . Contractor will review , participate , and make recommendations to the Court and to the Employee Benefits Advisory Committee ( EBAC ) for value - added benefit plans and programs as well as modifications to the design , cost ( rates ) and quality of current employee benefit plans and programs . Contractor will provide guidance pertaining to the Court ’ s employee benefit plans and programs including analysis and application of all relevant laws , statutes , and regulations . Contractor will design specifications and prepare Requests for Proposals ( RFPs ) for the Court ’ s approval that comply with applicable federal and state laws , statues , regulations , and rules , including the Judicial Branch Contracting Manual located at http :// www . courts . ca . gov / documents / jbcl - manual . pdf and the Court ’ s Local Contracting Manual ( LCM ). All RFPs must be consistent with the Court ’ s procurement policies and procedures . Contractor will be knowledgeable about the JBCM and the Court ’ s LCM and provide the Court ’ s Contracts and Procurement department the RFP for review and approval prior to release . Contractor will manage the RFP process for the employee insurance / benefits set forth in Section 1 . Contractor will develop responses to solicitation and award protests , if any , from the RFP process for review by the Court ’ s Legal Counsel . Contractor will receive and evaluate benefit plan proposals according to the policies and procedures of the JBCM and LCM by considering of parameters set , prepare , and present a comprehensive report of the proposals received in response to the RFP . Contractor will conduct marketing and negotiate with benefit providers related to the services to be provided , including but not lhigh - cost , premium rates , benefit levels , performances standards and guarantees , agreement to terms and conditions , quality assurance standards , utilization and performance reports , statistical and / or financial reports , and plan - specific data such as medical conditions , prescription drugs , high cost procedures , in - patient data , and other related matters as may apply . Contractor will provide recommendations on proposals and present them to the Court ’ s Employee Benefit Advisory Committee ( EBAC ), work with EBAC to determine which proposal ( s ) to recommend to the Chief Human Resources Officer and the Court ’ s Executive Team , for acceptance , and act as a technical advisor on EBAC . Contractor will develop , negotiate , and execute contracts , subject to Court prior approval , with underwriters , insurance providers , Third Party Administrators ( TPAs ), and all other benefit providers on behalf of Court and in accordance with its timelines and requirements . Contractor will design , communicate , and implement a transition strategy and plan to migrate current insurance benefits , broker , and consulting services , if required by the Court .

California

2026-03-27