RFSQ Employee Benefits Insurance Brokerage and Consulting Services

Timpanogos School District (a new school district being formed from the division of Alpine School District) is requesting statements of qualifications for employee benefits insurance brokerage and consulting services under Utah Procurement Code 63G-6a Part 15, with submissions due November 3, 2026 at 2:00 p.m. MST. This is a qualification-based selection; no pricing is submitted, and the highest-ranked firm will negotiate compensation at rates determined to be fair and reasonable; if negotiations fail, the District may proceed with the next highest-ranked vendor.

Qualified firms must hold current Utah insurance broker licensing, maintain professional liability and errors and omissions insurance with a minimum $1,000,000 annual aggregate limit, have at least five years of experience providing brokerage services to public-sector employers with 2,500 or more employees, and be independent and unaffiliated with insurance companies or third-party administrators. The scope is comprehensive planning, developing, designing, consulting, negotiating, and monitoring of employee benefit programs on an as-needed basis. Timpanogos School District anticipates approximately 2,500 insurance-eligible employees upon its July 1, 2027 launch, transitioning from Alpine School District's existing partially self-funded group health and welfare benefit programs.

The initial contract term is one year, with automatic renewal for up to four additional one-year terms subject to satisfactory performance and available funding; following the initial five-year period, the District may elect one additional five-year renewal term at its discretion. Responses are limited to 25 pages (excluding cover page, table of contents, licenses, and insurance evidence) and must include firm profile and qualifications, proposed team qualifications, approach to scope of work, past performance with at least five references including two public-sector or school district clients, current licensing and insurance documentation, and debarment certifications. The evaluation committee will score submissions on a 1,000-point scale based on firm qualifications and experience, proposed team strength, approach to scope of work, and past performance. The District reserves the right to reject all submissions if fewer than three responsive firms meet mandatory requirements.