Insurance Brokerage and Risk Advisory Services

The District of Summerland is seeking insurance brokerage and risk advisory services with a contract term from award until August 15, 2029, with options to extend.

District of Summerland


General
Open
RFP-2026-15
Jul 10, 2026 02:00 PM
Jun 15, 2026 04:44 PM
3 years 7 months base + 2 × 1 year options
Request for Proposal (RFP)
Local
Contact
Dana Silk
13211 Henry Avenue, Summerland, BC, Canada
Submission Instructions
Description

The District of Summerland is seeking proposals for insurance brokerage and risk advisory services. The selected respondent will be expected to provide these services from the date of award until August 15, 2029, covering pre-placement activities and three policy years. The District also holds an option to extend the agreement for up to two additional policy years under the same terms and conditions. To be considered, proposals must be submitted through the bids&tenders online platform by the closing date and time. Mandatory criteria include timely submission, adherence to Section 3.8 - Submission of Proposals, and inclusion of all requirements listed in Appendix C - Submission Requirements. Prior to commencing work, the supplier must provide proof of a valid business license, a WorkSafeBC Clearance Letter (or equivalent), Commercial General Liability Insurance, Professional Errors and Omissions Insurance, and appropriate licenses from the Insurance Council of British Columbia. This procurement may be subject to the Canada-EU Comprehensive Economic Trade Agreement, the Canadian Free Trade Agreement, and the New West Partnership Trade Agreement.

Classification Codes
NAICS524210Insurance Agencies and Brokerages
PSCR710Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Smart Codes
insurance brokeragerisk advisory servicescommercial general liability insurance
Specifications
Service Only
Requirements
Required
  • Commercial General Liability
  • Professional Errors and Omissions
Documents
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