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Washington County, Oregon·Oregon

Agent of Record

Closes 6/1/2026$200k – $500kRequest for Proposal
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Description

The Washington County Department of Human Resources is seeking proposals from qualified firms to provide Agent of Record services. The successful proposer will be required to provide routine group insurance benefit and employee wellness consulting advice, assist the County in evaluating and updating the County's short and long-term strategic plan for employee benefits and wellness, and provide proven, creative solutions to help limit annual rate increases. The proposer must have at least 15 years of experience in providing employee benefits consulting and actuarial services to employer groups and at least 10 years of experience providing these services to public entities in Oregon. Some key responsibilities of the Agent of Record include: • Providing routine group insurance benefit and employee wellness consulting advice • Assisting the County in evaluating and updating the County's short and long-term strategic plan for employee benefits and wellness • Providing proven, creative solutions to help limit annual rate increases • Regularly communicating and assisting the County with any required plan changes and customized notifications that may be needed due to regulatory changes • Reviewing and making recommendations for value-added benefit plans and programs as well as modifications to the design, cost model, and quality of current employee benefit plans and programs • Providing advice and sample communication tools for an integrated communication of employee benefit plans • Developing three to five year rate projections for all health plans to meet County budgeting requirements • Performing annual rate analyses, evaluating and negotiating all insured plan renewals for each fiscal year • Providing actuarial and benefit plan cost modeling analyses related to collective bargaining, new legislatively mandated benefits, or County initiated benefit enhancements or reductions • Preparing and managing RFPs for employee benefits as required by the County • Assisting in developing and implementing agreements with health, welfare and TPA providers in accordance with County timelines and requirements • Ensuring accurate follow-through on all negotiated contractual arrangements made between Washington County and any administrators or insurance carriers utilized by the County • Providing guidance in the integration and on-going management of the County's benefit and wellness committees, including assisting in the development of a strategic value-based wellness plan integrated with the County's benefits.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Debbie Watkins(Senior Procurement Analyst)

[email protected]

(503) 846-3737

Key dates

Opened
5/15/2026
Questions due
5/22/2026
Closes
6/1/2026
Projected award
6/12/2026
Duration
3 years

Last updated

Details

Type
Request for Proposal
Industry
Insurance
NAICS
524200
Solicitation №
2026.063-RFP

Budget estimate

$200,000 – $500,000

Based on the scope of work and the requirements of the RFP, it is estimated that the contract value for this opportunity could range from $200,000 to $500,000 per year, depending on the level of services required and the expertise of the selected firm. The factors that may influence the likely payment range include: The level of experience and expertise of the selected firm The scope of work and the specific services required by the County The number of employees and dependents covered by the County's benefit plans The complexity of the benefit plans and the level of customization required The level of competition and the number of firms submitting proposals.

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