About this opportunity
AI summaryThe North Carolina Department of State Treasurer seeks a program broker and administrator to implement and administer a suite of voluntary dental, vision, life insurance, and identity theft protection benefits for eligible retirees. The selected vendor must establish a dedicated 24/7 program website, provide consolidated monthly premium billing and direct billing services, and operate a live toll-free customer support call center during Eastern Standard Time. Coverage and ongoing program administration are scheduled to begin on January 1, 2028. To be eligible, vendors must be United States onshore organizations with a headquarters or branch office located in North Carolina and possess a minimum of five years of demonstrated brokerage experience providing insurance coverage to public entities. All questions regarding the solicitation must be submitted no later than November 17, 2026. Bidders must execute and submit their offer prior to submittal, with offers remaining valid for 120 days from opening.
Buyer and opportunity details
- Client
- The North Carolina Department of State Treasurer (NCDST) Retirement Systems Division (RSD)
- Solicitation No.
- 07-2025-IT011
Scope of work
- Arrange and administer voluntary Dental Insurance, Vision Insurance, Life Insurance, and Identity Theft services
- Solicit proposals from insurance carriers and product providers following contract award
- Provide product summaries and standardized comparison tables for recommended products
- Provide and manage a dedicated program website accessible 24/7
- Provide retiree premium billing, direct billing services, and monthly deduction reconciliations
- Deliver extensive bilingual customer service including a toll-free live support call center
- Manage secure monthly SFTP retiree data transfers and annual open enrollment communications
- Pay for an independent review of the Supplemental Benefits Program every two years
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Best Value | Not specified |
Minimum qualifications
- Hold all insurance broker licenses and authorizations required by law, including N.C.G.S. § 58-33-5
- Minimum of five (5) years of demonstrated brokerage experience providing insurance coverage to public entities
- Headquarters or a branch office located in North Carolina
- Obtain dental, vision, and life insurance from A-Rated insurers
- Provide a FedRAMP certification or alternative SOC 2 Type 1 assessment report for non-State hosted solutions
Documents to include with your response
- Signed Execution/Offer Page
- Attachment B: Dept of Information Technology Terms and Conditions Acceptance
- Attachment C: Description of Offeror
- Attachment D: Broker Compensation and Fee Form
- Attachment E: Vendor Certification Form
- Attachment F: Location of Workers Utilized by Vendor
- Attachment G: References
- Attachment H: Financial Review Form
- Independent 3rd party assessment report (FedRAMP or SOC 2 Type 1)
- Financial Statements
Key dates
- RFP Issued
- 11/05/2026
- Written Questions Deadline
- 11/17/2026
- Agency Response to Written Questions/RFP Addendum Issued
- 11/24/2026
- Offer Opening Deadline (RFP Responses Due to DST)
- Monday, December 21, 2026, 2:00PM EST
- Offer Evaluation
- 01/27/2027
- Selection of Finalists
- 02/11/2027
- Oral Presentations and/or Product Demonstrations by Finalists
- 02/18/2027
- Negotiations with Finalists
- 03/04/2027
- Best and Final Offers Deadline from Finalists
- 03/11/2027
- Contract Award
- 03/17/2027
How to submit
- Method
- Electronic via the Ariba Sourcing Tool
- Instructions
- Offers and inquiries submitted through the Message Board in the Ariba Sourcing Tool. Signed execution offer required.
Contract details
- Term
- Term contract
- Place of performance
- North Carolina
- Insurance and bonding
- Professional liability ($5,000,000 per claim/aggregate); Fidelity bond; Cybersecurity ($5,000,000 per claim/aggregate); Commercial general liability ($1,000,000 per occurrence, $2,000,000 aggregate, naming NCDST as additional insured); Worker's compensation as required by NC law; Automobile liability ($500,000 bodily injury/property damage, $500,000 uninsured/underinsured motorist).