03AppendixBRequiredFormsExhibit5.xlsx

This is an Appendix B Required Forms Exhibit document for the County of Los Angeles Chief Executive Office's Request for Statement of Qualifications (RFSQ) for Insurance Brokers Program. The document establishes the mandatory forms and certifications that vendors must complete and submit as part of their qualification responses to provide insurance brokerage services supporting the risk management needs of all County departments. The RFSQ solicits qualified vendors experienced in insurance brokerage services across multiple insurance categories specified within the main solicitation document. Vendors are required to submit completed forms and exhibits as prescribed in Appendix B to demonstrate their qualifications and compliance with County requirements.

The exhibit serves as a checklist and template compilation ensuring standardized submission requirements across all applicant organizations. By mandating specific forms and formats through this appendix, the County establishes uniform evaluation criteria and documentation standards for all responding vendors. This approach facilitates consistent review of vendor qualifications, financial stability, insurance coverage, references, and organizational capacity across the competitive bidding process for insurance brokerage services.