DOCUMENT

RFP - Insurance Brokerage & Consulting Services 2009

  • YEAR CREATED: 2009
  • TYPE OF DOCUMENT: RFP - Request for Proposals
This document is an RFP (Request for Proposal) for a Benefits Brokerage & Consulting project. The RFP provides information and guidelines for potential proposers to submit their proposals. The document states that the proposer must be authorized to do business in the State of California and should provide relevant licenses or approvals. It also mentions that the District will not be liable for any pre-contractual expenses incurred by the proposer. The document further explains that all materials submitted in response to the RFP become the property of the District and may become public records, except for information identified as proprietary. The District reserves the right to accept or reject proposals, negotiate with multiple proposers, or cancel the RFP. Other details mentioned include the evaluation of the contractor's performance at the end of the contract, the format and content requirements for the proposal, and the need for a cover letter, table of contents, and qualifications, related experience, and references section. The qualifications section requires the proposer to provide information about their firm, including background information, qualifications, competitive advantages, and client references. The proposer should also disclose any conditions that may affect their ability to perform contractually and certify that they are not debarred or ineligible to contract. The document also asks for information about the proposer's experience in providing employee benefits insurance broker and consulting services to California public agencies. It requires the proposer to identify current and former clients as references and provide details about lost or terminated accounts. Additionally, the document asks for information about the proposer's other lines of business, any conflicts of interest, and their policy on accepting contingent commissions or other sources of income. The proposer should also provide certificates of insurance showing the types and amounts of insurance carried by their firm. Overall, the document provides instructions and requirements for potential proposers to submit their proposals for the Benefits Brokerage & Consulting project.
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