San Juan Unified School District Benefits Consulting Services RFQ 26-101
San Juan UnifiedSchool · Carmichael, CA- Due
- Nov 3, 2025
- Deadline passed
- Posted
- Oct 18, 2025
- Contract term
- 1 year
The 30-second brief
San Juan Unified School District is seeking a Broker of Record to provide consulting and brokerage services for employee benefits including medical, dental, vision, and life insurance. Proposals are due November 3, 2025.
Experience, Qualifications of Assigned Staff, Cost/Pricing, Proposer's Rationale for Selection, Responsiveness of the Proposal
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Summary
San Juan Unified School District is seeking a Broker of Record to provide consulting and brokerage services for employee benefits including medical, dental, vision, and life insurance. Proposals are due November 3, 2025.
EVALUATION CRITERIA
5- Experience
- Qualifications of Assigned Staff
- Cost/Pricing
- Proposer's Rationale for Selection
- Responsiveness of the Proposal
REQUIRED ATTACHMENTS
5- Attachment A - Consultant Questionnaire
- Statement of Non-Conflict of Interest
- Form W-9
- Contractor Fingerprint Certification
- Service Agreement
REQUIRED STAFFING
Account Manager
- Duration
- 60 months
- Scope location
- Carmichael, CA
- Reported agency
- San Juan Unified School District
Questions about this RFQ
How do I respond to this RFQ from San Juan Unified?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 3, 2025. Be sure to include all required attachments as outlined in the solicitation.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including San Juan Unified in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFQ submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Account Manager. Proposers should demonstrate relevant qualifications and experience for each required role.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Experience, Qualifications of Assigned Staff, Cost/Pricing, Proposer's Rationale for Selection, Responsiveness of the Proposal" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from San Juan Unified?
All active and historical solicitations from San Juan Unified are tracked and searchable. As a school agency, San Juan Unified regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
What documents are required to bid on this RFQ?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Attachment A - Consultant Questionnaire, Statement of Non-Conflict of Interest, Form W-9, Contractor Fingerprint Certification, Service Agreement. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from San Juan Unified for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Carmichael, CA. Review the full solicitation for detailed scope requirements.