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Group Benefits Insurance and Administration Services




Group Benefits Insurance and Administration Services


Request for Expressions of Interest and Statements of Qualifications


The City of Surrey is a rapidly growing and diverse community located in the Province of British Columbia. It is the 12th largest city in Canada and the second largest in BC. Surrey is home to almost half a million residents and 16,000 businesses within its six town centres of Fleetwood, Surrey City Centre, Guildford, Newton, Cloverdale, and South Surrey.

The City is seeking an experienced service provider(s) to insure and administer (i.e., claims adjudication services) the group benefits plan for the City’s over 2,200 employees. Employee benefits programs are offered to all eligible Surrey Public Library, Surrey Firefighters and City of Surrey employees, their spouses and dependents. This includes full-time, part-time, and term employees. Benefits vary between employee groups.


The group insurance provider must be able to insure and administer the benefits noted above within the constraints of the funding arrangements noted. This includes the following minimum requirements:

a. Maintain a call centre and online resources for employees to access for information and questions related to the plan provisions, claims, and eligibility
b. Prepare plan contracts, booklets, financial agreements, and other plan documentation
c. Allow for electronic file feeds from the City to enrol eligible employees
d. Dedicated account management team, including disability case managers
e. Online reporting capabilities for premium and claims information
f. Provide financial reporting on the performance of all benefits (quarterly)
g. Facilitate meetings to review open and pending long term disability claims (quarterly)

Please note that this RFEOI/SOQ is for an insurance provider, and the City is not seeking responses for plan advisors, brokers, consultants, or third party benefits administrators.

The City will consider responses that do include all benefits noted. The Respondent should indicate which benefits its firm would propose to deliver.

RFEOI/SOQ  Document for download: 
Group Benefits Insurance and Administration Services (.pdf)

If the City determines that an amendment is required to this RFEOI/SOQ, the City Representative will issue a written addendum by posting it on the BC Bid Website at (the “BC Bid Website”) and the City Website at (the “City Website”) that will form part of this RFEOI/SOQ.  No amendment of any kind to the RFEOI/SOQ is effective unless it is posted in a formal written addendum on the City Website.  Upon submitting a Submission, Respondents will be deemed to have received notice of all addenda that are posted on the City Website.

All inquiries related to this request for RFEOI/SOQ should be directed in writing to the contact person named below.

Closing Date:

Prefer to receive Applications on or before January 16, 2020


Richard D. Oppelt
Manager, Procurement Services
Finance Department
Tel: (604) 590-7274


Shortlisted have been notified.