Insurance Brokerage and Risk Management Services

Maricopa County Special Health Care District, doing business as Valleywise Health, seeks insurance brokerage and risk management services, including insurance analysis, marketing, negotiation, placement, and ongoing program support under a five-year contract with a two-year extension option.

Maricopa County Special Health Care District > Valleywise Health


General
Open
90-27-017-RFP
Nov 25, 2026 06:00 PM
Oct 28, 2026 12:00 PM
5 years base + 1 × 2 years option
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
leironda.golden-grady@valleywisehealth.org
Submission Instructions
Description

The District seeks a qualified insurance broker/consultant to analyze existing and available coverage; review the insurance market; prepare specifications, solicit and evaluate insurance proposals; negotiate with insurers; and support implementation and communication of coverage changes. The contractor will provide annual program and market reporting, renewal forecasts, claims-history analysis, strategic recommendations, and quarterly meetings with the Risk Management team. The scope also includes risk-management support, employee education resources, healthcare-sector property and casualty expertise, workers’ compensation program design and loss control, benchmarking, and review of vendor contracts for insurance and indemnification. The selected firm must assign a dedicated representative, be licensed in Arizona, operate independently of insurance companies and third-party administrators, and disclose relevant contractual relationships. The initial term is five years, with an option to extend for two additional years. Proposals are evaluated on qualifications, references, pricing, response to requirements, and compliance with contract provisions.

Classification Codes
NAICS524210Insurance Agencies and Brokerages
PSCG009Non-Government Insurance Programs
Smart Codes
insurance brokerage servicesinsurance risk managementinsurance market analysis
Specifications
Service Only
Timeline
Nov 10, 2026 06:00 PM-Deadline for Written Questions
Nov 25, 2026 06:00 PM-Proposal Submission Deadline
Dec 4, 2026-Proposal Review and Shortlist Decision
Dec 7, 2026-Oral Presentations (Tentative)
Dec 14, 2026-Award Decision
Jan 1, 2027-Contract Start Date
Requirements
Required
  • Commercial General Liability — $1,000,000.00
  • Business Auto Liability — $1,000,000.00
  • Workers' Compensation
  • Employer's Liability — $1,000,000.00
  • Professional Liability — $1,000,000.00
  • Network Security and Privacy Liability — $1,000,000.00
Scored
  • Minimum 2 references
  • Client point of contact required for each reference
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