Employee Benefits Consulting and Insurance Brokerage Services

Logan City School District is seeking a qualified consultant and insurance broker to provide comprehensive employee benefits strategy, brokerage, compliance, analytics, enrollment, employee advocacy, and related services.

Logan City School District


General
Open (open)
LCSD10052026
Nov 06, 2026 11:00 PM
Oct 05, 2026 04:00 PM
2 years base + 3 × 1 year options
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Contact
paul.guymon@loganschools.org
+14357552300
101 West Center Street, Logan, UT, USA
Submission Instructions

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Description

Logan City School District is soliciting proposals from qualified employee benefits brokers and consultants to serve as a strategic advisor and provide comprehensive brokerage, benefits planning, carrier and vendor management, renewal and marketing support, financial analysis, cost management, compliance and regulatory guidance, data and reporting, technology, wellness and employee engagement, voluntary/worksite benefits, enrollment communications, and employee advocacy services. The selected firm must be licensed and authorized in Utah, have at least five years of relevant experience, demonstrate public-sector and comparable-client experience, and disclose conflicts, affiliations, commissions, and other compensation. The District anticipates a two-year initial agreement with up to three additional one-year renewal periods. Proposals must include separate technical and cost submissions in PDF format, with the technical submission covering qualifications, service team, approach, references, technology, compliance, and related requirements, and the cost submission including the required compensation and conflict-disclosure forms. The RFP requires seven proposal forms, including proposer qualifications, service team, comparable clients and references, conflicts and compensation disclosure, fee proposal, exceptions and additional services, and proposal certification.

Classification Codes
NAICS524210Insurance Agencies and Brokerages
PSCR431SUPPORT- PROFESSIONAL: HUMAN RESOURCES
Smart Codes
employee benefits consultinginsurance brokerage servicesbenefits compliance consulting
Specifications
Service Only
Timeline
Oct 05, 2026 04:00 PM-Open Date
Oct 16, 2026 04:00 PM-Questions Due Date
Oct 23, 2026-District Responses to Questions / Addendum Issued
Nov 06, 2026 11:00 PM-Proposal Submission Deadline
Nov 9, 2026-Initial Proposal Evaluation
Nov 13, 2026-Initial Proposal Evaluation
Nov 16, 2026-Finalists Notified
Nov 30, 2026-Finalist Presentations/Interviews
Dec 4, 2026-Finalist Presentations/Interviews
Dec 7, 2026-Reference Checks / Due Diligence
Dec 11, 2026-Reference Checks / Due Diligence
Dec 16, 2026-Anticipated Selection
Dec 17, 2026-Contract Negotiation / Approval / Finalization
Dec 23, 2026-Contract Negotiation / Approval / Finalization
Jan 1, 2027-Effective Date of Broker Services
Requirements
Required
  • Commercial General Liability
  • Professional Liability/Errors and Omissions
  • Workers' Compensation and Employers' Liability
  • Automobile Liability
  • Cyber/Privacy Liability
Required
  • Minimum 3 references
  • Client point of contact required for each reference
Yes
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