Shawnee Public Schools Insurance Broker/Consultant Services RFP
Shawnee Public SchoolsSchool · Shawnee, OK- Due
- Feb 19, 2026
- Deadline passed
- Posted
- Jan 29, 2026
- Primary contact
- Tristan Wyatt
The 30-second brief
Shawnee Public Schools is soliciting proposals from qualified and licensed insurance brokers to provide consulting/brokerage and/or Agent of Record services for District-related property, casualty and liability insurance for the fiscal year beginning 2026 and ending June 30th, 2027.
Service plan, Action plan, Safety/loss control services, Insurance coverage specifications, Market programs, Bid evaluations, Agreements, Collateral documents, Renewal proposals, Annual report, Market forecast, Applications, Policy verification, Limit determination, Company stability assessment, Insurance policies, Policy amendments, Coverage interpretation, Policy maintenance, Binders, Certificates, Replacement cost value assessment, Carrier recommendation review, Excess carrier reporting, Loss summaries, Excess carrier claim management audit, Meetings with district personnel.
Mandatory adherence to instructions, responsiveness, current license to do business in Oklahoma, qualifications (technical proposal, insurance lists, commissions), oral presentations, cost & fees.
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Summary
Shawnee Public Schools is soliciting proposals from qualified and licensed insurance brokers to provide consulting/brokerage and/or Agent of Record services for District-related property, casualty and liability insurance for the fiscal year beginning 2026 and ending June 30th, 2027.
EVALUATION CRITERIA
6- Mandatory adherence to instructions
- Responsiveness
- Current license to do business in Oklahoma
- Qualifications (technical proposal, insurance lists, commissions)
- Oral presentations
- Cost & fees
REQUIRED DELIVERABLES
27- Service plan
- Action plan
- Safety/loss control services
- Insurance coverage specifications
- Market programs
- Bid evaluations
- Agreements
- Collateral documents
- Renewal proposals
- Annual report
- Market forecast
- Applications
- Policy verification
- Limit determination
- Company stability assessment
- Insurance policies
- Policy amendments
- Coverage interpretation
- Policy maintenance
- Binders
- Certificates
- Replacement cost value assessment
- Carrier recommendation review
- Excess carrier reporting
- Loss summaries
- Excess carrier claim management audit
- Meetings with district personnel
REQUIRED ATTACHMENTS
4- Bidder's Guarantee & Warranty
- Non-Collusion Statement & Business Relationship Affidavit
- Products and Commission Form
- Sealed Dollar Cost Bid and Fees
REQUIRED STAFFING
5- Submit to
- Shawnee Public Schools Central Office, Attention Tristan Wyatt, Chief Financial Officer, Business Office, 326 N Union Ave, Shawnee OK 74801
- Scope location
- Shawnee, Oklahoma
Questions about this RFP
How do I respond to this RFP from Shawnee Public Schools?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 19, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Shawnee Public Schools Central Office, Attention Tristan Wyatt, Chief Financial Officer, Business Office, 326 N Union Ave, Shawnee OK 74801. For questions, contact Tristan Wyatt.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Shawnee Public Schools in OK, 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 RFP 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.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Tristan Wyatt. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Principal supervisory and management staff, managers, other supervisors, specialists, key personnel.. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Service plan, Action plan, Safety/loss control services, Insurance coverage specifications, Market programs, Bid evaluations, Agreements, Collateral documents, Renewal proposals, Annual report, Market forecast, Applications, Policy verification, Limit determination, Company stability assessment, Ins. Proposals should clearly address how each deliverable will be met.
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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: "Mandatory adherence to instructions, responsiveness, current license to do business in Oklahoma, qualifications (technical proposal, insurance lists, commissions), oral presentations, cost & fees." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Shawnee Public Schools?
All active and historical solicitations from Shawnee Public Schools are tracked and searchable. As a school agency, Shawnee Public Schools regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
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: Bidder's Guarantee & Warranty, Non-Collusion Statement & Business Relationship Affidavit, Products and Commission Form, Sealed Dollar Cost Bid and Fees.. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Shawnee Public Schools for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Shawnee, Oklahoma. Review the full solicitation for detailed scope requirements.