Town of Westlake Academy RFP 26-010 - Comprehensive Insurance Brokerage Services 2026
Westlake AcademySchool · Westlake, TX- Due
- Jun 2, 2026
- Deadline passed
- Posted
- May 7, 2026
- Contract term
- 1 year
- Primary contact
- Sandy M. Garza
The 30-second brief
Westlake Academy is soliciting proposals from qualified and experienced firms to provide insurance brokerage services for its property and casualty insurance programs, serving as the insurance broker of record. The scope encompasses the placement, administration, and ongoing management of insurance coverages including commercial property, general liability, school professional liability, auto liability and physical damage, workers' compensation, commercial umbrella liability, crime, international travel liability, student accident liability, and cyber liability. The initial contract term is one year beginning July 1, 2026, with options to renew for four additional one-year terms for a total possible term of five years. Proposals are due by June 2, 2026, at 12:00 PM CST, and must be submitted electronically to the Purchasing Agent. Evaluation criteria are based on coverage, cost, professional qualifications, and service.
Coverage (35), Cost (35), Professional Qualifications (15), Service (15)
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Summary
Westlake Academy is soliciting proposals from qualified and experienced firms to provide insurance brokerage services for its property and casualty insurance programs, serving as the insurance broker of record.
The scope encompasses the placement, administration, and ongoing management of insurance coverages including commercial property, general liability, school professional liability, auto liability and physical damage, workers' compensation, commercial umbrella liability, crime, international travel liability, student accident liability, and cyber liability. The initial contract term is one year beginning July 1, 2026, with options to renew for four additional one-year terms for a total possible term of five years. Proposals are due by June 2, 2026, at 12:00 PM CST, and must be submitted electronically to the Purchasing Agent. Evaluation criteria are based on coverage, cost, professional qualifications, and service.
EVALUATION CRITERIA
REQUIRED ATTACHMENTS
7- Agent’s Current License
- Copy of E&O Insurance Certificate
- Felony Conviction Notice Form
- Non-Collusion Statement
- Conflict of Interest Questionnaire Form
- W-9 Form
- Form 2270
- Submit to
- [email protected]
- Duration
- 60 months
- Scope location
- Westlake, TX
- Reported agency
- Town of Westlake
Questions about this RFP
How do I respond to this RFP from Westlake Academy?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 2, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Sandy M. Garza.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Westlake Academy in TX, 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 Sandy M. Garza. Questions and answers are typically shared with all prospective bidders.
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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: "Coverage (35), Cost (35), Professional Qualifications (15), Service (15)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Westlake Academy?
All active and historical solicitations from Westlake Academy are tracked and searchable. As a school agency, Westlake Academy 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 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: Agent’s Current License, Copy of E&O Insurance Certificate, Felony Conviction Notice Form, Non-Collusion Statement, Conflict of Interest Questionnaire Form, W-9 Form, Form 2270. Review the full document from Westlake Academy for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Westlake, TX. Review the full solicitation for detailed scope requirements.