This training guides CFT local leaders, bargaining team members and Health Benefit Committee (HBC) members through the essential steps of conducting a transparent, strategic, and member-focused Request for Proposal (RFP) process for employee benefits. Participants will learn how to build a long-term plan, eliminate conflicts of interest, ensure fair vendor comparisons, and use a clear timeline to gain the best results for their members. The session equips attendees with tools, best practices, and key questions to help labor play a leading role in shaping benefits decisions.

Who Should Attend:
CFT local leaders, bargaining team members, and union representatives, HBC members who are currently involved in, or preparing to engage with, a district-led RFP process for employee benefits or those that want to understand how the RFP fits into a longer-term benefits plan.

What You’ll Gain:
This workshop offers a step-by-step guide to building and running a transparent, member-first process. Participants will learn how to:

• Strategic RFP Planning: A step-by-step roadmap for shifting from reactive renewals to a proactive, long-term strategy.
• Conflict-Free Decision Making: Best practices for identifying and avoiding conflicts of interest, ensuring insurance professionals involved are transparent, objective, and not steering outcomes.
• Smart Bid Evaluation: How to fairly compare vendor proposals with a focus on protecting or improving benefits while managing costs.
• Timeline and Bargaining Alignment: Guidance on how RFP timelines intersect with collective bargaining and how decisions made at the table can influence vendor competitiveness and vice versa.
• Real-World Lessons: Case studies and examples of successful (and unsuccessful) RFP processes from California districts. 

Presenter: 
Matt Bitner, President of the Volition Group

Register Here