RFSQ-Insurance Brokerage Services for Benefits Consulting

Aspen Peaks School District Human Resources Department is requesting statements of qualifications from insurance brokerage firms to provide benefits consulting and employee benefit program services for approximately 3,000 insurance-eligible employees, with responses due October 15, 2026 at 2:00 p.m. Mountain Standard Time through the Utah Bonfire portal. No pricing should be submitted with qualifications; the District will negotiate fair and reasonable compensation with the highest-ranked firm, proceeding to the next-ranked vendor if negotiations fail.

Mandatory eligibility requirements are current Utah insurance broker licensing, professional liability and errors and omissions insurance with a minimum $1 million annual aggregate limit, demonstrated independence from insurance companies and third-party administrators, and a minimum of five years of experience providing brokerage services to public-sector employers with at least 2,000 employees. Proposed personnel must comply with District background check requirements.

The scope encompasses planning, developing, designing, consulting, negotiating, and monitoring employee benefit programs on an as-needed basis, including benefit plan auditing for compliance, data analysis, annual benefit renewals, self-funded plan development consulting, group benefit plan marketing, annual package reviews, contract monitoring, claims and utilization analysis, legislative guidance, employee communications development, flexible spending and health savings account administration, health insurance bid coordination, benefit fair coordination, and actuarial services.

The initial contract term is one year with automatic renewal for up to four additional one-year terms subject to satisfactory performance, continued need, and funding availability. Following the initial five-year period, the District may elect one additional renewal term of up to five years with mutual written agreement.

Responses must not exceed 25 pages and include firm and proposed team qualifications, approach to scope, at least five client references (including two public-sector or school-district clients), evidence of licensure and insurance, debarment certification, and other pertinent information. Evaluation uses a 1,000-point technical scoring rubric. The District reserves the right to reject all submissions or cancel the solicitation.