When is the submission deadline?

Submissions are due October 26, 2026. Questions must be submitted by October 15, 2026.

It was issued by Beaverton School District 48j. The work is located in Beaverton, Oregon, United States.

Who is a good fit for this opportunity?

Licensed insurance brokerage with government or public-sector experience. Expertise in commercial insurance, risk financing, and self-retention strategies. Proven capabilities in claims administration, loss control, and employee safety support. Experience preparing underwriting submissions and managing insurance renewals. Strong analytical, advisory, and policy administration capabilities.

Insurance Broker Agent of Record Service (Due October 26, 2026)

Overview

Financial, Legal, HR & Staffing

Beaverton, Oregon, United StatesPosted: September 28, 2026Deadline: October 26, 2026

Settle Signals

Market intelligence for public sector sales teams

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

Learn more about Settle

SUMMARY

A Beaverton, Oregon government authority seeks an insurance broker agent of record to provide risk analysis, claims support, safety and loss-control assistance, insurance administration, and brokerage services. The engagement includes developing renewal strategies and preparing materials for commercial insurance placement or self-retention evaluation.

KEY REQUIREMENTS

Must be a qualified proposer interested in providing insurance broker agent of record services
Must register with Oregon Buys to obtain solicitation documents and submit a proposal
Must submit proposal through the Oregon Buys system
Must provide five professional references from projects similar in scope and complexity
Must provide an annual flat or fixed fee proposal
Must agree to the insurance requirements contained in the sample master personal services contract
Must be a responsible proposer as defined by ORS 279B.110
Must provide a resume for each key staff person assigned to the district
Must provide an organization chart identifying the proposed staffing approach

CONTRACT DURATION

30 months

TIMELINE

Pre-Proposal Teams Meeting: October 7th, 2026

Deadline for Questions: October 15th, 2026

Submit Proposals: October 26th, 2026

Interviews (if needed): November 18th, 2026

Estimated Contract Start Date: January 4th, 2027

QUESTION DEADLINE

October 15, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

See Decision-Maker Contacts

Issuing Agency

Beaverton School District 48j

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The government authority in Beaverton, Oregon, is seeking an insurance broker agent of record to analyze and evaluate loss exposures arising from district operations, including existing, new, and proposed projects, contracts, business plans, and activities. The selected broker will develop practical, innovative, and cost-effective risk treatment strategies involving risk mitigation, risk transfer, and risk financing alternatives.

The broker will assist with claims administration, employee health and safety matters, insurance administration, and related loss-control issues. Services will include supporting timely and complete claims submissions, evaluating worker safety and liability concerns, and preparing an annual coverage schedule detailing policies, insurers, policy numbers, premiums, coverage summaries, limits, terms, exclusions, retentions, and deductibles.

Brokerage responsibilities will include developing and documenting insurance marketing and renewal strategies aligned with the district’s risk-financing objectives. The broker will also prepare market-ready submission materials, including underwriting data, specifications, exposure information, and other documentation needed to place commercial insurance or assess self-retention alternatives. A non-mandatory pre-bid meeting is scheduled for October 7, 2026, and questions are due by October 15, 2026.

Similar RFPs

Frequently asked questions

When is the submission deadline?: Submissions are due October 26, 2026. Questions must be submitted by October 15, 2026.
Who issued this RFP?: It was issued by Beaverton School District 48j. The work is located in Beaverton, Oregon, United States.
Who is a good fit for this opportunity?: Licensed insurance brokerage with government or public-sector experience
Expertise in commercial insurance, risk financing, and self-retention strategies
Proven capabilities in claims administration, loss control, and employee safety support
Experience preparing underwriting submissions and managing insurance renewals
Strong analytical, advisory, and policy administration capabilities

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

See how Settle works