AppendixB-RequiredForms_Exhibit1-9.docx

This document is an appendix containing required forms and exhibits for the California Chief Executive Office's Risk Management Branch request for statement of qualifications for Risk Consulting Services. The RFSQ seeks qualified vendors to enter into a Master Agreement for one or more service categories including Actuarial Services, Audit and Compliance, Data Analytics, Evaluation, Feasibility Study, Information Systems, Loss Control and Prevention, Loss Portfolio Transfer, Risk Management Training, Subrogation Recovery, and Workers' Compensation. The procurement aims to support the County's commercially insured programs, self-insured liability claims administration, litigation management, risk management information system development and maintenance, and loss control and prevention initiatives. The forms and exhibits contained within this appendix establish the submission requirements and documentation needed for vendors to demonstrate their qualifications in the identified service categories.

The specific forms and exhibits are numbered 1 through 9 and establish standardized submission requirements for all respondents. This Master Agreement structure allows the County to pre-qualify vendors for multiple service categories, enabling efficient future procurements across the Risk Management Branch's diverse consulting needs. The appendix serves as the administrative framework for evaluating vendor qualifications, experience, and capabilities relative to the County's risk management objectives of placing employees in safe positions, reducing illness and injury time loss, minimizing disability-related retirements, meeting legal health and safety mandates, and achieving these outcomes at the lowest possible cost.