RFSQ-Insurance Brokerage Services for Benefits Consulting

The Aspen Peaks School District is seeking a qualified, independent insurance brokerage firm to provide professional services for the planning, design, negotiation, and monitoring of employee benefit programs for approximately 3,000 eligible employees. The scope of work includes auditing benefit plans, managing renewals, designing self-funded plans, providing actuarial services, and ensuring compliance with IRS and FMLA regulations. The initial contract term is for one year with multiple renewal options, and services will be requested on an as-needed basis. Under Utah Procurement Code 63G-6a Part 15, the district will award the contract based on a ranking of qualifications rather than price. An evaluation committee will score submissions based on a 1,000-point technical scale, focusing on firm profile, team qualifications, approach to the scope of work, and past performance. The highest-ranked vendor will enter direct negotiations to determine fair and reasonable compensation. Mandatory requirements for bidders include current Utah insurance broker licensing and professional liability insurance with a minimum annual aggregate limit of 1,000,000 dollars. Responses must be submitted electronically via the EUNA, Bonfire, or U3P portals by 2:00 PM MST on October 15, 2026. Submissions must not exceed 25 pages and must include the Schedule A Certification of Proposal form. Vendors are explicitly prohibited from including pricing in their initial qualifications statement. Additionally, successful vendors must undergo and pay for background checks for any employees working at district sites.