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
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