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Broker of Record Services for Property Insurance

Corpus Christi Independent School DistrictTexas, USADue Thursday, November 5, 2026
Client
Corpus Christi Independent School District
Solicitation No.
FY27-Q-0013
Posted
10/22/2026
Category
Insurance Services
Budget
Looking for Proposals
NAICS
—
Set-aside
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Contact
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Description

AI Generated

The Corpus Christi Independent School District is soliciting qualifications for a broker of record for property insurance. The selected vendor will assist with preparing solicitation packages, canvassing and marketing the District to qualified insurance markets, reviewing contractual provisions and policies, assessing provider financial stability, monitoring ratings, and assisting with audits, claims, and actuarial reports. Eligibility is restricted to onshore USA organizations, specifically firms with experience serving large school districts or Texas public school entities and no insurance company affiliations. Applicants must submit one original, one physical copy, and one electronic USB copy of their response by November 5, 2026, at 2:00 PM. All questions regarding the solicitation must be submitted no later than October 30, 2026. Submittals must include required signed forms, felony conviction disclosures, litigation disclosures, financial statements, and proof of required insurance. Proposals will be evaluated on demonstrated competence and qualifications. The initial contract term runs from February 1, 2027, through January 31, 2028, with options for two additional 12-month extensions.

Key solicitation details

AI-extracted from FY27-Q-0013 Broker of Record for Property Insurance (1).pdf. Confirm against the original documents before bidding.

The Corpus Christi Independent School District is soliciting qualifications for a Broker of Record for property insurance from qualified firms with experience working with large school districts. The proposed broker must have no affiliation with any insurance carriers to represent the District's property insurance plan covering over 55 facilities.

Issued by
Corpus Christi Independent School District
Advertise/RFQ Issue Date
October 20 and 26, 2026
RFQ Posting
October 20, 2026
Deadline for Vendor Questions
October 30, 2026
RFQ Opening
Thursday, November 5, 2026 at 2:00 PM
How to submit
Mail or hand deliver sealed responses
Submission details
Submit one (1) original, one (1) copy, and one (1) electronic copy (USB) in a marked envelope to Corpus Christi Independent School District, Office of Purchasing and Distribution.
Contract term
February 1, 2027, through January 31, 2028, with options to extend for two additional 12-month terms.
Place of performance
Corpus Christi, Texas
Insurance and bonding
Commercial General Liability ($1,000,000 General Aggregate / $500,000 Each Occurrence), Automobile Liability ($1,000,000 Combined Single Limit), Workers' Compensation Statutory Limits, Errors & Omissions Professional Liability ($1,000,000). Insurers must be A.M. Best rated A Class VII or better.

How proposals are evaluated

Demonstrated competence and qualifications in accordance with Government Code 2254.004

Scope of work

  • Develop, review, and manage the Request for Proposals for the District's property insurance plan
  • Assist with solicitation for qualified bids, conduct bidders' conferences, and follow up on questions
  • Perform strategic design and implementation
  • Manage vendor selection and performance
  • Provide budget forecasting, financial analysis, and reporting for all property insurance
  • Participate in Board meetings as requested by the Superintendent
  • Review vendor finalist presentations and facilitate recommendations
  • Execute contract negotiations with favorable policy terms and conditions for the District

Minimum qualifications

  • Experience working with large school districts
  • No affiliation with any insurance carriers
  • Personnel involved must be in good standing in Texas and state of incorporation
  • Qualified to do business in Texas with necessary licenses, certificates, and permits

Documents to include with the bid

  • Felony Conviction Form
  • Non-Collusion Disclosure/Suspension or Debarment Certificate
  • Conflict of Interest Questionnaire (Form CIQ)
  • Signed Contract Addendums (Israel, Energy Companies, Firearm Industries)
  • Signed Addendum Pages
  • Summary of Qualifications
  • Proof of Insurance Coverage and Texas Insurance Licenses
  • Audited Financial Statements for the latest two years

Verify important details

Document check

Confirm submission instructions and amendments with the issuing agency before responding.

1 available fileDocuments checked

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