Yellowstone County Request for Qualifications for Insurance Agent and Brokerage Services 2025
- Due
- Jan 26, 2026
- Deadline passed
- Posted
- Nov 14, 2025
- Primary contact
- Matt Kessler
The 30-second brief
Yellowstone County, Montana is seeking statements of qualifications from insurance brokerage firms to provide insurance brokerage and consulting services, governmental insurance policies, worker's compensation, and strategic planning. A mandatory virtual pre-submittal meeting will be held on Wednesday, December 3, 2025, via Microsoft Teams. Submittals are due by 3:00 PM on Monday, January 26, 2026. Five hard copies must be mailed or physically delivered to Yellowstone County BOCC in Billings, MT.
Qualifications of the professional staff assigned to the project – 15pts, Capability to meet time/capacity requirements – 15pts, Location; ability to respond – 15pts, Strategic planning approach – 10pts, Experience – 20pts, Recent/Current work for Cities and Counties; familiarity with local conditions – 20pts, Overall quality of submittal – 5pts
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Summary
Yellowstone County, Montana is seeking statements of qualifications from insurance brokerage firms to provide insurance brokerage and consulting services, governmental insurance policies, worker's compensation, and strategic planning.
A mandatory virtual pre-submittal meeting will be held on Wednesday, December 3, 2025, via Microsoft Teams. Submittals are due by 3:00 PM on Monday, January 26, 2026. Five hard copies must be mailed or physically delivered to Yellowstone County BOCC in Billings, MT.
EVALUATION CRITERIA
3- Qualifications of the professional staff assigned to the project – 15pts, Capability to meet time/capacity requirements – 15pts, Location
- Ability to respond – 15pts, Strategic planning approach – 10pts, Experience – 20pts, Recent/Current work for Cities and Counties
- Familiarity with local conditions – 20pts, Overall quality of submittal – 5pts
- Submit to
- Yellowstone County BOCC, PO Box 35000, Billings, MT 59107 or Ostlund Building, Room 420, 4th Floor, 2825 3rd Ave N, Billings, MT 59101
- Scope location
- Billings, MT
Questions about this RFQ
How do I respond to this RFQ from Yellowstone County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 26, 2026. Submissions should be delivered to: Yellowstone County BOCC, PO Box 35000, Billings, MT 59107 or Ostlund Building, Room 420, 4th Floor, 2825 3rd Ave N, Billings, MT 59101. For questions, contact Matt Kessler.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including Yellowstone County in MT, 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.
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 Matt Kessler. Questions and answers are typically shared with all prospective bidders.
Show 4 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Qualifications of the professional staff assigned to the project – 15pts, Capability to meet time/capacity requirements – 15pts, Location; ability to respond – 15pts, Strategic planning approach – 10p..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Yellowstone County?
All active and historical solicitations from Yellowstone County are tracked and searchable. As a county agency, Yellowstone County 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 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. Review the full document from Yellowstone County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Billings, MT. Review the full solicitation for detailed scope requirements.