TRANSMITTAL LETTER FOR BOARD MEETING SEPTEMBER 4, 2014
COMMITTEE ON PROCUREMENT
Mr. David St. Pierre, Executive Director
Title
Report on advertisement of Request for Proposal 14-RFP-33 Insurance Broker Services for the purpose of contracting with a qualified firm to provide the District with insurance brokerage and professional services for a three-year period, estimated cost $95,000.00, Account 101-25000-601170, Requisition 1384296
Body
Dear Sir:
Request for Proposal 14-RFP-33 documents have been prepared for Insurance Broker Services to obtain insurance coverage, at the request of the Human Resources Department. It is anticipated that the service agreement will begin on January 1, 2015 and be effective until December 31, 2017.
The purpose of this contract is to retain a broker to assist the District in obtaining a variety of insurance coverages, including Fiduciary Liability, Marine Liability, Government Crime, Group Business Travel Accident, Group Term Life, and special events coverage as well as providing related services.
The estimated cost for this RFP is $95,000.00.
A bid deposit is not required for this RFP.
The Affirmative Action Interim Ordinance Appendix A will not be included in this contract because the estimate is less than the minimum threshold established by Section 4 of the Affirmative Action Interim Ordinance.
The tentative schedule for this contract is as follows:
Advertise September 17, 2014
Proposals Received October 10, 2014
Award December 18, 2014
Completion December 31, 2017
Funds are being requested in 2015, 2016, and 2017 in Account 101-25000-601170 and will be contingent on the Board of Commissioners' approval of the District's budget for those years.
Respectfully Submitted, Darlene A. LoCascio, Director of Procurement and Materials Management