Health and Wellness Benefits Consultant Services

The Vendor is required to provide health and wellness benefits consultant’s services.
- The Consultant shall be responsible for the technical accuracy of its services and documents resulting therefrom. 
- Consultant recognizes and accepts a fiduciary relationship trust and confidence hereby established between consultant and district and agrees that it shall at all times in good faith use its best efforts to advance the district’s interests, maintain the district’s compliance with current laws and regulations, and agrees to perform its consulting services in the highest professional manner.
- Initial Review and Recommendations.
•    Conduct an initial review (if not previously provided) of all existing employee benefits programs of the district. 
•    Make recommendations as to which benefit programs should be retained, which benefit programs should be dropped and which benefit programs should be added. Provide recommendation for funding options. 
•    Review and report shall include an analysis of the cost impact of the recommendations.
•    Compare benefit costs to the district of currently provided employee benefits to prior years’ costs for the selffunded plan.
•    Provide assistance and guidance for self-funding structure options and procedural approaches.
- Dedicated account executive services
•    The awarded vendor shall assign a dedicated account executive who will serve as the primary point of contact for the district benefits program. 
•    This individual will be responsible for the oversight, management, and success of all services provided under this contract.
•    The district requires that the designated account executive be assigned exclusively to the district’s account and not concurrently responsible for other large public-sector clients whose service needs may conflict with the district’s priorities. 
•    The vendor may provide additional administrative support staff (e.g., an account coordinator or assistant) to assist the account executive in carrying out day-to-day functions, provided that all decision-making authority and accountability remain with the assigned account executive.
•    The account executive will coordinate vendor resources, ensure timely and accurate service delivery, and maintain proactive, consistent communication with the district’s benefits department. 
•    This role shall have sufficient authority to resolve issues, escalate matters internally within the vendor’s organization, and act on behalf of the vendor in all aspects of service management.
- Monthly utilization reports.
•    Provide expert analysis and interpretation of utilization data, costs and variances on a monthly basis regarding the current plan, interpretation of utilization data, meaningful participation by participating employees, costs and variances.
- Wellness initiatives deployment, evaluation and implementation.
•    Provide expert assistance (up to twenty (20) hours per week) in promoting wise utilization of health benefits including the deployment and evaluation of wellness initiatives and disease management services.
•    Assist the district in preparing periodic reports for the board of trustees and the district health and wellness committee regarding the progress of the various plans and initiatives.
•    Provide market analysis to serve as a resource and assist the district on health and wellness initiatives.
- Employee enrollment.
•    Assist with employee annual enrollment to include pre-meetings, set-up logistics, enrollers to assist with enrolling our employees during open enrollment and all communication to employees regarding open enrollment.
•    Assist with communication to employees, in order to present the array of employee benefits in a thorough and understandable manner.

- Contract Period/Term: 2 years
- Questions/Inquires Deadline: November 19, 2025