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Score Sheet
| Third Party Insurance Advisement |
| TJ26-7 |
| RFP EVALUATION SCORESHEET |
| Score will be assigned as follows: |
| 0 = Fail, the proposal fails to address the requirements or criteria described in the RFP or cannot be assessed due to missing information |
| Firm Name: | 1 = Poor, the proposal inadequately addresses the requirements or criteria described in the RFP or cannot be assessed due to incomplete information |
| 2 = Unsatisfactory, the proposal addresses the requirements or criteria described in the RFP in an unsatisfactory manner |
| Evaluator: | 3 = Satisfactory, the proposal addresses all requirements or criteria described in the RFP in a minimum satisfactory manner |
| 4 = Good, the proposal addresses all requirements or criteria described in the RFP and in some respects exceeds them |
| Date: | 5 = Excellent, the proposal addresses and exceeds all of the requirements or criteria described in the RFP |
| Minimum Mandatory Requirements | | RFP Section | Evaluation (Pass/Fail) |
| 1 | Must have a Utah Footprint (Business capabilities in Utah) | | |
| 2 | Ability to respond onsite within 48 hours | | |
| 3 | Experience handling property/liability claims for both government/public | | |
| 4 | Must have a Utah or reciprocity Adjusters license | | |
| | Scoreable Technical Criteria | | | | | | | | | | |
| (Additional Info for scorable crieria 1-4 can be found in the technical criteria tab below.) | | | | RFP Section | Evaluator Score (0-5) | Criteria Weight | % of Tech Criteria | Points Possible | Points | | | |
| Earned | Minimum Required | | | | | | | | | | | |
| | 1 | Experience and Qualifications | | | | | | 20.0% | 150.00 | 0.00 | |
| | 2 | Approach and methodology | | | | | | 30.0% | 225.00 | 0.00 | |
| | 3 | Communication, reponsiveness and customer service | | | | | | 30.0% | 225.00 | 0.00 | |
| | 4 | Demonstrate experience working with governement insurance claims by submitting 2 past claims - one property and one liability | | | | | | 20.0% | 150.00 | 0.00 | |
| | 13 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | 14 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | 15 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | 16 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | 17 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | 18 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | 19 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | 20 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | 21 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | 22 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | 23 | | | | | | | 0.0% | 0.00 | 0.00 | |
| | | | | | | | | 100.0% | 750.00 | 0.00 | 0.00 |
| Required Technical Point Threshold | RFP Section | Min Percent | Min Points Required | Points Earned | Percent Earned | Evaluation |
| | 70% | 525.0 | 0.0 | 0.0% | |
| Cost | RFP Section | Low Cost Option | Offered Cost | Percent of Total | Points Possible | Points Earned |
| | | | | 250.0 | 0.0 |
NOTE* Check the second tab for more information about the 4 categories above.
| Total Evaluation Points | Percent of Total | Points Possible | Points Earned |
| Total Technical Evaluation Points | 0% | 750.0 | 0.0 |
| Total Cost Evaluation Points | 0% | 250.0 | 0.0 |
| Total Evaluation Points | 0% | 1,000.0 | 0.0 |
Technical Criteria For ease of evaluation, the proposals must provide a narrative point-by-point response, addressing in detail each area of the evaluation criteria. The criteria are not intended to limit a proposal’s content or exclude any relevant or essential data. Vendors are at liberty and are encouraged to expand upon the criteria to demonstrate the vendor’s ability to provide the State with a solution.
| Vendors need to provide a narrative for the following criteria. | |
| 1. Experience and Qualifications | |
| a. | Detail your experience providing claims handling services for both public insurance companies and government/municipalities if applicable |
| b. | Describe the qualifications, licensure, and specialties of your adjusters who will be assigned property and liability claims | |
| c. | Explain your process to verify that all adjusters maintain necessary licenses in good standing | |
| 2. Approach and Methodology | |
| a. | Describe your company’s process for triage of property and liability claims including how a claim is assigned to an adjuster and expectations for claims handling by the adjuster in the first 48 hours of assignment. |
| b. | Describe your process for scene investigation, witness interviews, and liability quantification. | |
| c. | Describe your logistical plan for meeting the 48-hour on-site response requirement for a claim occurring in a remote location. How do you manage travel, and what is your backup plan if the primary local adjuster is unavailable? | |
| d. | In the event of a catastrophic event (e.g., a major earthquake along the Wasatch Front or widespread wildfires), explain your "Surge Plan." How will you scale your staffing to handle multiple new assignments while maintaining quality standards? | |
| 3. Communication, Responsiveness, and Customer Service | |
| a. | Describe your Claims Management System (CMS). Will Department of Risk Management (DORM) representatives/management have "view-only" access to your notes and files in real-time? If not, detail your process for ensuring DORM is notified as a claim progresses. |
| b. | Describe how claims escalations are handled internally (discovery of significant increase in damages, public/media attention, legal escalation etc…) and how and when this would be communicated to DORM. | |
| c. | Describe your system to track and manage all communications for a claim (phone calls, emails, texts), ensuring prompt and professional response to both internal (DORM) and external (insureds and claimants) entities. | |
4. Provide documentation of your company’s claims handling – minimum of 2 past claims (1 property and 1 liability)