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  5. ›Insurance - Brokerage Services for Benefits Consulting

Canyons School District·Utah

Insurance - Brokerage Services for Benefits Consulting

Closes 7/29/2026$50k – $200kRequest for Proposal
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Description

The Canyons School District (CSD) is seeking a qualified broker to provide insurance brokerage services for benefits consulting. The selected firm will be responsible for auditing the district's benefit plans, providing detailed data analysis, assisting with annual benefits renewals, and consulting on plan development and design. The firm will also be required to market the desired insurance package, review the employee benefit package, and monitor ongoing contracts. The scope of work includes 21 tasks, ranging from claims history analysis to health and wellness recommendations. The contract will be a firm fixed price contract, and the proposed compensation structure must detail all forms of compensation. The evaluation criteria include responsiveness to CSD's overall needs, competence and qualifications, cost and pricing, and the highest rating based on all criteria. • The contract period is one year, with the option to extend annually for up to four additional years. • The proposal must include an executive summary, qualifications and experience, detailed response, references, and cost proposal. • The evaluation committee will score each section, and the award will be made to the firm that is responsive and responsible to all administrative and technical requirements. • The firm must be properly licensed to conduct business in the state of Utah and have at least five years of experience in providing brokerage services to public sector employers with at least 2,000 employees.

Attached files

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

Contact

Michelle McCombs(Senior Buyer)

[email protected]

(801) 826-5418

Key dates

Opened
7/1/2026
Questions due
7/27/2026
Closes
7/29/2026
Duration
1 year

Last updated

Details

Type
Request for Proposal
Industry
Insurance
NAICS
524210
Solicitation №
27-00074MM-P5

Budget estimate

$50,000 – $200,000

The budget for this opportunity is difficult to estimate without knowing the specific services and fees associated with the insurance brokerage services. However, considering the scope of work, which includes auditing, data analysis, plan development, and consulting, the total revenue expectation could range from $50,000 to $200,000 per year, depending on the complexity of the services and the number of employees covered. The firm's proposed compensation structure, including administrative fees, commissions, and other revenues, will also impact the total budget.

AI estimate from the solicitation

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