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RFP opportunitySolicitation EUS/Broker-2027

Broker of Record Services for the City of Burlington Public Schools

Submission deadlineNov 24, 2026See documents for time and submission instructions
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About this opportunity

AI summary

The City of Burlington Board of Education seeks proposals for broker of record services. The selected contractor must negotiate coverage renewals, prepare and evaluate bid specifications if coverage is marketed, settle insurance issues, supply preliminary renewal figures during the budget process, attend board and finance meetings, and provide cost projections for alternative carriers. Only USA organizations are eligible to apply, and respondents engaging in investment activities in Iran are ineligible. Contractors must submit required documents, including a Broker Response Form and a completed Iran disclosure certification, in a sealed envelope to the School Business Administrator/Board Secretary by 11:30 a.m. on November 24, 2026. Applicants must deliver all written questions or interpretation requests to the School Business Administrator at least seven days prior to consideration. The Board will evaluate submissions based on established criteria, including insurance carriers quoted and claims resolution experience, rather than solely on the lowest quote.

Buyer and opportunity details

Client
CITY OF BURLINGTON Board of Education
Solicitation No.
EUS/Broker-2027

Scope of work

  • Negotiating renewal of existing coverage
  • Preparing necessary bid specifications if coverage is marketed, and evaluating all bids/proposals received
  • Assisting the District in evaluating and settling all issues relating to the insurance provided
  • Providing central administration with reasonable preliminary renewal figures during the budget process
  • Attending Board of Education meetings and Finance Committee meetings as needed
  • Recommending cost projections for other carriers

How proposals are evaluated

CriterionWeight / scoring
Experience in the Field of Public School Insurance ConsultingNot specified
Insurance Carriers you can obtain viable quotes fromNot specified
Interview with the Board/Superintendent/BA (if required)Not specified
Total Cost of ServicesNot specified
Experience in assisting staff in resolving claims issuesNot specified

Minimum qualifications

  • Currently licensed and authorized by the State of New Jersey, Department of Insurance to do business in the State of New Jersey

Documents to include with your response

  • Broker Response Form
  • Affirmative Action Questionnaire or Certificate of Employee Information Report
  • New Jersey Business Registration Certificate
  • Political Contribution Disclosure form Chapter 271
  • Non-Collusion Affidavit
  • Assurance of Compliance Form
  • Russia Belarus Prohibited Activities Form
  • Statement of Ownership Form
  • Disclosure of Investment Activities in Iran Form
  • Contractor/Vendor Questionnaire Certification

Key dates

Questions due
at least seven days prior to the date fixed for opening of proposals
Proposals due
Tuesday, November 24, 2026 11:30 a.m.
Bid Opening Date
Tuesday, November 24, 2026 11:30 a.m.

How to submit

Method
sealed hard copy
Instructions
Delivered to Raymond A. Bonnette, III, School Business Administrator/Board Secretary, 518 Locust Avenue, Burlington, New Jersey 08016. Submitted in duplicate (one original and one duplicate copy) in a clearly labeled sealed envelope. Electronic/email submissions not accepted.

Contract details

Term
one-year contract with two one-year options
Place of performance
Burlington, New Jersey
Insurance and bonding
Professional Liability Insurance Certificate with limits of $1,000,000 Errors & Omissions Insurance or Professional Liability.
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