TOWN OF WOLCOTT
REQUEST FOR PROPOSALS
26-03 HEALTH & WELFARE CONSULTANT
DO NOT CALL THE WOLCOTT TOWN HALL OR
THE WOLCOTT BOARD OF EDUCATION REGARDING THIS NOTICE
The Town of Wolcott, Connecticut, a community of approximately 16,725 located in New Haven County, requests
proposals from qualified firms to serve as the Health & Welfare Consultant for the Town of Wolcott and the
Wolcott Board of Education for the Fiscal Years 2026-2027, 2027-2028 and 2028-2029.
Requests for submission criteria should be emailed to bids@wolcottct.org. Please put “26-03 HEALTH & WELFARE
CONSULTANT” in the subject line of email requests.
Proposals prepared in accordance with the submission criteria will be submitted in sealed envelopes and/or
delivery containers clearly marked “26-03 HEALTH & WELFARE CONSULTANT” and will be delivered to the Finance
Office, Wolcott Town Hall, 10 Kenea Ave., Wolcott, CT 06716, by 11:00 A.M., March 11, 2026. The proposals will
be opened and read publicly in the Council Chambers, Wolcott Town Hall, immediately following the submittal
closing time.
THE TOWN OF WOLCOTT IS AN EQUAL OPPORTUNITY EMPLOYER
Date issued: February 15, 2026
RFP 26-03 Health and Welfare Consultant
Request for Proposals
The Town of Wolcott, Connecticut, is accepting qualifications for the following:
26-03 Health and Welfare Consultant
All submissions shall be made in accordance with the materials supplied by
The Town of Wolcott
Finance Office
10 Kenea Avenue
Wolcott, CT 06716
Submissions will be received until 11:00 am, March 11, 2026.
Natalie Clark
Accounting and Purchasing
Tel (203) 879-8100 ext 142
Email: bids@wolcottct.org
https://wolcottct.org
RFP 26-03 Health and Welfare Consultant
TOWN OF WOLCOTT
REQUEST FOR PROPOSALS
26-03 HEALTH AND WELFARE CONSULTANT
DO NOT CALL THE WOLCOTT TOWN HALL FINANCE OFFICE OR THE WOLCOTT BOARD OF EDUCATION
WITH QUESTIONS REGARDING THIS NOTICE AND/OR INFORMATION PROVIDED IN THE RFP PACKAGE.
The Town of Wolcott, Connecticut, a community of approximately 16,725 located in New Haven County, requests
proposals from qualified firms to serve as the Health & Welfare Consultant for the Town of Wolcott and the
Wolcott Board of Education for the Fiscal Years 2026-2027, 2027-2028 and 2028-2029.
Requests for submission criteria should be emailed to bids@wolcottct.org. Please put “26-03 HEALTH & WELFARE
CONSULTANT” in the subject line of email requests.
Proposals prepared in accordance with the submission criteria will be submitted in sealed envelopes and/or
delivery containers clearly marked “26-03 HEALTH & WELFARE CONSULTANT” and will be delivered to the Finance
Office, Wolcott Town Hall, 10 Kenea Ave., Wolcott, CT 06716, by 11:00 A.M., March 11, 2026. The proposals will
be opened and read publicly in the Council Chambers, Wolcott Town Hall, immediately following the submittal
closing time.
THE TOWN OF WOLCOTT IS AN EQUAL OPPORTUNITY EMPLOYER
Natalie Clark
Accounting and Purchasing
Tel (203) 879-8100 ext. 142
Email: bids@wolcottct.org
RFP 26-03 Health and Welfare Consultant
Town of Wolcott
Request for Proposals
26-03 Health and Welfare Consultant
Table of Contents
I. Project Specifications
1. Introduction
2. Background
3. Scope of Services
II. Submission Requirements
1. Submission Due Date and Delivery Instructions
2. Directions for Written Submission
3. Vendor Information
4. Evaluation Criteria
5. Addenda
III. Contract Considerations
1. Equal Opportunity – Affirmative Action
2. Indemnification
3. Invoicing and Payment
4. Award Considerations
5. Termination
6. Non-Appropriation of Funds
7. Additional Information and Documentation
8. Insurance
IV. Submission Forms
1. Transmittal Letter
2. Proposal Fee Schedule
3. Non-Collusion Certification
4. Statement of Policy
V. Town Ordinances
1. Ordinance 75
2. Ordinance 92
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RFP 26-03 Health and Welfare Consultant
REQUEST FOR PROPOSALS
TOWN OF WOLCOTT, CT
26-03 HEALTH AND WELFARE CONSULTANT
I. PROJECT SPECIFICATIONS
I.1 INTRODUCTION
The Town of Wolcott and its Board of Education, hereinafter referred to as the Town, is seeking to engage a
qualified health insurance advisor for the purpose of providing direction and support to the Town for Fiscal
Years 2026-2027, 2027-2028 and 2028-2029.
The Town is seeking an advisor for assistance with at minimum the following areas:
• Compliance with all relevant state and federal laws and regulations;
• Assistance with Healthcare Reform regulations;
• Two-way employee communications about Health Care benefits;
• Collective Bargaining related to Employee Health Care benefits;
• Procurement of health, dental, life, stop-loss, and Medicare supplemental insurance;
• Health Risk Management (including: wellness programs, incentives, adjusted premiums based on
wellness efforts, cost containment, and other similar ideas); and
• Monthly claims and expense reporting, ad hoc reports, budget projections.
I.2 BACKGROUND
• The Town employs approximately 630 people including Board of Education; the Town provides health
insurance (medical including prescription with dental and vision riders) for its current employees and
retirees.
• The Town has 3 bargaining units for approximately 60 employees, and the Board of Education has 8
bargaining units for approximately 399 employees. Additionally, medical insurance for eligible, over 65
retirees is provided through a fully-insured Medicare Advantage Plan provided by Anthem as its third
party administrator.
I.3 SCOPE OF SERVICES
The Town of Wolcott desires the successful firm to perform at minimum the following services:
A. Annual Cost Modelling
1. Assist the Town with its budget planning for health care costs by providing a preliminary estimate not
later than February 1st of each plan year, with final renewal figures prior to the annual budget adoption
(typically M).
2. Prepare and/or review and advise on provider contract renewals. Assist the Town with provider
benefit renewals.
3. Assist the Town with reviewing claims data and determining cost impact of any coverage changes.
RFP 26-03 Health and Welfare Consultant
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This page summarizes the opportunity, including an overview and a preview of the attached documents.