What the buyer needs
AI summaryThe North Carolina Department of State Treasurer seeks a Program Broker/Administrator for its Voluntary Supplemental Benefits Program. The selected vendor will administer RSD-approved offerings and assess retiree needs. The bid opening date is Monday, December 21, 2026, at 2:00 PM EST. All inquiries should be directed through the Ariba Sourcing Tool or to Jessica Herrmann.
Scope of work
- Arrange and administer RSD-approved voluntary Dental, Vision, Life Insurance, and Identity Theft services.
- Solicit proposals from insurance carriers and negotiate premiums, benefits, eligibility, and rate guarantees.
- Provide and manage a 24/7 website for the North Carolina Retiree Supplemental Benefits Program.
- Provide consolidated monthly premium billing, plan recaps, and Direct Bill services for ineligible Retirees.
- Operate a toll-free, live, bilingual (English and Spanish) customer service call center.
- Accept Secure File Transfer Portal (SFTP) files and submit monthly deduction files.
- Prepare and mail Open Enrollment and ongoing enrollment materials with RSD approval.
- Disburse required premiums to insurance carriers within five business days.
Minimum qualifications
- Minimum of five (5) years of demonstrated brokerage experience providing insurance coverage to public entities.
- Must have headquarters or a branch office in North Carolina.
- Must hold authorizations required by law, including N.C.G.S. § 58-33-5.
- Dental, Vision, and Life Insurance must be obtained from A-Rated insurers.
- Must provide a current independent 3rd party security assessment report (FedRAMP or alternative such as SOC 2 Type 1).
- Must be compliant with the Americans with Disabilities Act (ADA).
Documents to include with your response
- Attachment B: Dept of Information Technology Terms and Conditions
- 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 third-party security assessment report (FedRAMP or alternative such as SOC 2 Type 1)
How to submit
- Instructions
- Offer valid for one hundred twenty (120) days from date of offer opening unless otherwise stated. Failure to execute/sign offer prior to submittal shall render offer invalid.