Insurance Broker Agent of Record Service

Beaverton School District 48J requires competitive proposals for a qualified insurance broker agent of record. The selected vendor must analyze loss exposures, develop risk-treatment strategies, assist with claims administration and employee health and safety, provide annual insurance administration schedules, and manage brokerage and market-ready submission services offsite. Eligible bidders are restricted to onshore USA organizations. An optional virtual pre-proposal conference will take place on October 7, 2026, at 10:00 AM Pacific Time via Microsoft Teams. Bidders must submit all questions by October 15, 2026, and submit final proposals through OregonBuys or via email to [email protected] no later than October 26, 2026, at 2:00 PM Pacific Time. Submissions must not exceed 25 digital pages, excluding District Attachments A through H. An evaluation committee will evaluate proposals using a 125-point combined total scale. The scoring allocates 20 points for experience and qualifications, 30 points for staffing and key personnel, 25 points for service approach, 20 points for the price schedule, 5 points for insurance and supplementary contract terms, and 25 points for interviews and references. The provided text does not state the budget or contract term.