Employee Benefits Consulting and Brokerage Services

Joplin Schools is seeking a benefits consulting and brokerage partner for self-funded employee medical, pharmacy, dental, vision, life, disability, stop-loss, and voluntary benefits, with a proposed three-year term and three optional one-year renewals.

Joplin School District


General
Open
Nov 13, 2026 07:00 PM
3 years base + 3 × 1 year options
Service-Disabled Veteran-Owned Business
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
jordanhenegar@joplinschools.org
Joplin, MO, USA
Submission Instructions
Description

Joplin Schools is soliciting professional employee benefits consulting and brokerage services; insurance quotations are not requested. The scope covers self-funded medical and pharmacy benefits, stop-loss, dental, vision, life, disability, voluntary benefits, strategic planning, renewal negotiations, claims containment, clinical and care-navigation coordination, analytics, actuarial and reserve planning, pharmacy and PBM evaluation, employee education, claims advocacy, compliance, enrollment and billing support, and transition coordination. The selected broker will support marketing, evaluation, open enrollment, and related transitions for the October 1, 2027 plan year. The proposed agreement runs from January 1, 2027, through December 31, 2029, with three optional one-year renewals at the District's discretion. Proposals must address the required technical sections, team qualifications, three comparable references, pricing and compensation transparency, a proposed agreement, exceptions, certification, and addenda acknowledgments. The main response is limited to 20 pages, excluding pricing, references, certification, and a sample appendix of up to 10 pages. Missouri business or office status and qualifying Missouri service-disabled veteran business status must be identified and documented; qualifying service-disabled veteran businesses may receive a three-point evaluation bonus.

Classification Codes
NAICS524210Insurance Agencies and Brokerages
PSCR499Other Professional Services
Smart Codes
employee benefits consultinginsurance brokerage servicespharmacy benefits consulting
Specifications
Service Only
Timeline
Oct 14, 2026-RFP Release and Questions Open
Oct 28, 2026 07:00 PM-Written Questions Due
Nov 4, 2026-District Answers and Addenda
Nov 13, 2026 08:00 PM-Proposal Due Date
Nov 16, 2026-Administration and HPAC Review and Finalist Selection
Nov 20, 2026-Finalist Notification
Nov 30, 2026-Finalist Interviews (optional)
Finalists should plan for a 60-minute interview; the interview period runs November 30 through December 4, 2026.
Dec 9, 2026-Full HPAC Advisory Review
Dec 11, 2026-Administrative Recommendation Complete
Dec 15, 2026-Board Consideration and Approval
Dec 16, 2026-Agreement and Authorized Transition Preparation
Jan 1, 2027-Contract Start
Requirements
Scored
  • Minimum 3 references
Yes
Location
Local Preference:Local Preference
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