Employee Benefits Brokerage and Consulting Services

The City of Santa Fe, Texas, is soliciting statements of qualifications for RFQ No. 2026-008 to select a licensed insurance brokerage and employee benefits consulting firm. The buyer needs a vendor to function as an extension of City staff and provide comprehensive, year-round advisory, brokerage, administrative, enrollment, communication, compliance, and employee support services for its fully insured employee benefits program. Performance of the work will be offsite, and the contract period is two years. To be eligible, proposers must be USA-based organizations holding required state insurance licenses, possess at least five years of experience, and demonstrate experience serving Texas municipalities or comparable public-sector entities with fully insured benefit programs. Proposals are evaluated out of 100 total points, including firm qualifications and experience (25 points), account team and service model (25 points), administrative, technology, and communication support (20 points), approach to renewal, marketing, and cost control (15 points), and compensation transparency and value (15 points). Written questions must be emailed to Natalie Arnett, City Secretary, at [email protected] by October 22, 2026, at 5:00 p.m. Central Time. Submittals are due by November 2, 2026, at 2:00 p.m. Central Time, and vendors must deliver one signed original, three physical copies, and one searchable PDF copy on a USB flash drive in a sealed package to City Hall or via mail. Required submissions include a narrative response capped at 25 pages across Tabs 1–8, compensation disclosures, Form W-9, insurance evidence, statutory verifications, and completed Texas state compliance forms.