Attachment B Mandatory Responsive Requirements.docx

DOCX document 24 KB Posted

Attached to
Business Automobile Insurance
Solicitation number
ITB-13707
Issued by
Polk County, Florida

About this file

This document is an Attachment B Mandatory Responsive Requirements form for Invitation to Bid (ITB) No. 25-84131503-ITB, which appears to be a state of Florida procurement document for insurance brokerage services. The document outlines a comprehensive set of mandatory certifications that a bidder must complete and sign, covering compliance with various state statutes, vendor list restrictions, and specific licensing requirements for insurance brokers.

The bidder must certify multiple compliance points, including: not being on various prohibited vendor lists, maintaining current insurance licenses, possessing a valid certificate of authority to transact insurance, having 10 years of experience in insurance placement and account management, and providing quotation documentation from selected insurers with current AM Best Ratings. Additional key requirements include providing proof of Florida Department of State registration, attesting to no terminated contracts with public employers in the past year, and submitting various required forms such as the PUR 7801 Vendor Certification and Foreign Country of Concern Attestation Form.

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Other files

File Type Posted
Attachment A Scope of Work.pdf PDF
Attachment E ESTC 9.12.2024.pdf PDF
Attachment I PUR 1355.docx DOCX document
Attachment L Expiring Policy.pdf PDF
Attachment N Auto Usage.pdf PDF
Attachment A Scope of Work.pdf PDF
Attachment E ESTC 9.12.2024.pdf PDF
Attachment K Broker Information.docx DOCX document
Attachment D ATCs.pdf PDF
Attachment G PUR 7801 Vendor Certification Form.docx DOCX document
Attachment M Historical Loss Experience.pdf PDF
_ITB Business Automobile Insurance.pdf PDF
Attachment C Revised Price Sheet .xlsx XLSX spreadsheet
Attachment H Draft Contract.pdf PDF
Attachment L Expiring Policy.pdf PDF
Attachment M Historical Loss Experience.pdf PDF
Business Auto Q&A Addendum No. 1.pdf PDF
_ITB Business Automobile Insurance.pdf PDF
Attachment C Price Sheet.xlsx XLSX spreadsheet
Attachment F PUR 1000 General Contract Conditions.pdf PDF
Attachment B Mandatory Responsive Requirements.docx DOCX document
Attachment C Price Sheet.xlsx XLSX spreadsheet
Attachment D ATCs.pdf PDF
Attachment G PUR 7801 Vendor Certification Form.docx DOCX document
Attachment I PUR 1355.docx DOCX document
Attachment F PUR 1000 General Contract Conditions.pdf PDF
Attachment H Draft Contract.pdf PDF
Attachment J Certification Drug Free.docx DOCX document
Attachment K Broker Information.docx DOCX document
Attachment J Certification Drug Free.docx DOCX document
Attachment N Auto Usage.pdf PDF
Show all 31

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Text version

Attachment B Mandatory Responsive Requirements

Bidder must complete and sign the fields at the bottom of this Attachment to indicate acknowledgment and acceptance of each Responsive Requirement.

Responsive Requirements

The person submitting the Bid and its pricing certifies to being authorized by the Bidder to respond to this solicitation on the Bidder’s behalf.

The Bidder certifies it is in compliance with all applicable disclosure requirements set forth in section 286.101, F.S., and has not been deemed ineligible for a grant or contract funded by a state agency pursuant to section 286.101(7), F.S.

The Bidder certifies that the Bidder is not on the Suspended Vendor List; it and its suppliers, subcontractors, or consultants to be utilized under the contract are not on the Convicted Vendor, Discriminatory Vendor, or Antitrust Violator Vendor Lists; if the contract is for the provision of commodities, the Bidder, and any entity under the control of Bidder, has not been placed on the Forced Vendor List within the past 365 days or, if placed on the Forced Vendor List, has been removed pursuant to section 287.1346(5)(d), F.S.; and there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Bidder’s ability to satisfy the contract obligations.

The Bidder certifies that the Bidder is in compliance with Section 9 of the PUR1001 form, as modified by the “Special Instructions” section of the ITB.

The Bidder certifies that the Bidder is not on the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, or the Quarterly List of Scrutinized Companies that Boycott Israel, nor is it engaged in a boycott of Israel.

If the goods or services to be provided are $1 million or more, in accordance with the requirements of section 287.135, F.S., the Bidder certifies the Bidder is not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List (collectively, “Scrutinized List of Prohibited Companies”); does not have business operations in Cuba or Syria; and is not on the State Board of Administration’s “Scrutinized List of Prohibited Companies” available under the quarterly reports section at https://www.sbafla.com/reporting/.

The Bidder certifies that if awarded a Term Contract, and prior to execution of a Term Contract, it shall provide to the Department a PDF file of its current and active registration with the Florida Department of State, Division of Corporations, or, if exempt from registration, a statement to that effect noting the basis for the exemption. If Bidder is an out-of-state corporation, it certifies it will provide to the Department a Florida Certificate of Authority from the Florida Department of State, Division of Corporations prior to Term Contract execution. Website: www.sunbiz.org.

The Bidder certifies that the Bidder is in compliance with section 448.095(5)(a), F.S., and that within the last year (i.e., within the last 365 days), it has not had a contract terminated under section 448.095(5)(c), F.S., by a public employer, as defined by section 448.095(1)(i), F.S.

The Bidder certifies it has provided to the Department pricing on the applicable Attachment C, Price Sheet.

The Bidder certifies that if awarded a Term Contract, and prior to execution of a Term Contract, it shall provide to the Department a completed Attachment G, PUR 7801 Vendor Certification Form. A completed Attachment G, PUR 7801 includes any required forms referenced therein.

The Bidder certifies it has provided to the Department a completed Attachment I, Form PUR 1355, “Foreign Country of Concern Attestation Form,” available at http://www.flrules.org/Gateway/reference.asp?No=Ref-15843.

The Bidder certifies that the Broker’s key management personnel assigned to securing the Insurance Policy will maintain current and active insurance license(s) required to provide the services contemplated herein.

The Bidder certifies that the Bidder and the selected Insurer possess a valid and current certificate of authority to transact insurance, in accordance with section 624.404, Florida Statutes, or are an eligible surplus lines insurer in accordance with section 626.918, Florida Statutes.

The Bidder certifies that it and the selected Insurer each have 10 years of experience in the placement and account management of the insurance coverage described in Attachment A, Scope of Work, and Attachment L, Expiring Policy, as endorsed.

The Bidder certifies that it has provided the Quotation documentation from the selected insurer with the insurers most recent AM Best Rating in accordance with Section 2.5.3 of the ITB.

Signature below certifies that Bidder conforms with all Responsive Requirements listed above. Signature below further certifies acknowledgment of the Bidder’s ongoing duty to provide updates to the Procurement Officer should a change in Bidder’s circumstances render these certifications no longer true.

Bidder (Vendor) Name

Signature of Bidder’s Authorized Representative

Authorized Representative’s Printed Name

Date ITB No. 25-84131503-ITB Page 1 of 1

ITB No. 25-84131503-ITB

File details come from the government source that posted it. Updated .