Overview


Financial, Legal, HR & Staffing
San Jose, California, United StatesPosted 14 days agoDeadline: June 5th, 2026

Fit Score


Settle Intelligence

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SUMMARY


Santa Clara seeks a firm to provide insurance brokerage and risk management services for its agency, emphasizing proactive asset protection, industry research, and efficient claims processing.

KEY REQUIREMENTS


BUDGET

Estimate

$125,000 – $250,000

CONTRACT DURATION


60 months

TIMELINE


Issue Date: April 23rd, 2026

Pre-Proposal Conference: May 6th, 2026

Deadline to submit RFP Questions: May 13th, 2026

Proposal Due Date: June 5th, 2026

Discussions/oral presentations: July 6th – 10th, 2026

Anticipated Notice of Recommended Award: July 24th, 2026

QUESTION DEADLINE


May 13th, 2026

Issuing Agency


Santa Clara Valley Transportation Authority

Organization overview and procurement intelligence available on paid plans.

DESCRIPTION


A government authority in Santa Clara, California is seeking a vendor to provide comprehensive insurance brokerage services. The selected firm will manage all aspects of the agency's insurance and risk management programs, including proactive asset identification, quantification, and protection. Services should emphasize a high standard of customer service, best practices in risk assessment and management, efficient claims and information processing, as well as credible analytical and benchmarking for all insurance programs.

Additionally, the broker is expected to deliver relevant research and educational resources pertaining to insurance and risk within the public transportation industry. Expert advice regarding shifts in the insurance marketplace and forecasting of future conditions is also required. The contract will be for a two-year period, and a pre-bid meeting is scheduled. All questions regarding the RFP must be submitted by May 13, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.

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