Risk Management and Insurance Consulting Services - Sample Master Agreement and Exhibits

This document is a Sample Master Agreement and supporting exhibits for the County's Risk Management and Insurance Consulting Services procurement. The agreement establishes a framework for qualified consulting agencies to provide comprehensive risk management and insurance services across multiple service categories, including Commercial Insurance, Risk Management Information Systems, Workers' Compensation Claims, Long-Term and Short-Term Disability, Risk Management Training, Self-Insured Projects, Occupational Health, Loss Control and Prevention, and Actuarial Studies. The solicitation was updated through Addendum Two to include Health Insurance Portability and Accountability Act of 1996 Compliance Program Services as a new service category, along with recent mandated County provisions. The sample agreement and exhibits provide the contractual terms and conditions that successful respondents to the Request for Statement of Qualifications (RFSQ) CAC 2016-01 will be expected to execute.

The document serves as a template outlining the legal obligations, performance standards, insurance requirements, and operational parameters that selected consulting firms must adhere to throughout the contract term. The exhibits included with the sample master agreement detail specific requirements, service delivery expectations, and administrative procedures. This framework enables the County to establish pre-qualified consulting relationships for ongoing risk management needs while maintaining flexibility to procure services on an as-needed basis through task orders or statements of work issued under the master agreement.