DOCUMENT

RFP - Insurance Broker/Risk Management Consulting 2004

  • YEAR CREATED: 2004
  • ENTITY TYPE: City/Township
  • TYPE OF DOCUMENT: RFP - Request for Proposals
The document is a Request for Proposals (RFP) issued by the City of Yuma for professional insurance broker and risk management consulting services. The document outlines the scope of work and requirements for interested brokers to submit their proposals. The document emphasizes that proposals should not include elaborate or promotional material, and excessively lengthy narratives are discouraged. The document then provides specific requirements for the broker's experience, including a demonstration of knowledge and experience related to the scope of work, a list of similar projects, and information about the broker's organization and establishment year. It also requires the proposal to identify key principals and any alternates involved in the day-to-day service, along with their experience and qualifications. The document further asks for information about the number of licensed property and casualty staff with specific qualifications in different categories. It also requires the broker to list the category of Arizona commercial premium volume that describes their company. The document requests the broker to provide information about their experience with Arizona public entity accounts and accounts with primary and excess liability premium development. It also requires the broker to provide a certificate of insurance for professional liability coverage. The document then asks the broker to describe their firm's special experience with this type of account and risk treatment, list the in-house services available for the proposed commission or fee, and list any additional services available but not included in the proposed commission or fee. The document also includes a section for the broker to respond to the scope of work, stating if they will provide all the services as noted, listing areas with additional costs, and areas they cannot provide the listed service. The document requests any exceptions to the RFP or insurance requirements to be noted, and asks for information on possible conflicts of interest. There is a section for the broker to submit their fee proposal separately in a sealed envelope, which will be opened after the initial proposal evaluation. The document provides information on the processing of proposals, including the option to submit questions in writing, a pre-proposal meeting (if any), and the submission process for the proposal. It states that the City of Yuma reserves the right to reject any or all proposals. Additionally, it mentions that pre-contractual expenses, which are defined as expenses incurred by the Broker in preparing and submitting the proposal, will not be reimbursed by the City of Yuma.
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