Insurance Regulatory Analytical Examination Services

The Arizona Master Agreement CTR070879 is an Indefinite Delivery Vehicle (IDV) focused on providing comprehensive insurance regulatory, analytical, and examination services for the Arizona Department of Insurance and Financial Institutions (DIFI). The contract encompasses a wide range of specialized services, including financial examinations of insurers, market conduct examinations, health insurance rate reviews, workers' compensation manual reviews, guaranty fund examinations, and related consulting services. These services can be delivered through multiple labor categories such as financial examiners, market conduct examiners, information technology specialists, reinsurance specialists, investment specialists, and supervisory roles, with hourly rates ranging from $95 to $300 depending on the specific expertise and complexity of the required work.

The master agreement is awarded to M A Rulon LLC and will be in effect from March 31, 2024, to March 30, 2029, covering the state of Arizona. The contract is structured as a master service agreement with no guaranteed spending levels, allowing DIFI to procure services on an as-needed basis. The prime contractor, M A Rulon LLC, has demonstrated compliance with state insurance requirements, including maintaining comprehensive liability insurance coverage with limits ranging from $1,000,000 to $4,000,000 across various policy types. The contract allows for potential pricing adjustments, with a documented amendment increasing rates from $195.00 to $205.00 per unit effective March 31, 2026, providing flexibility for ongoing service delivery.