Clatsop County Insurance Broker of Record Services Scoring.pdf

This document contains initial and interview scoring sheets for the Clatsop County Insurance Broker of Record Services procurement, evaluating multiple insurance brokerage firms through a competitive selection process in April 2025. The scoring matrices assess vendor capabilities across five key areas: experience with similar-sized public entities, employee benefits proposal and qualifications, property/casualty proposal and qualifications with risk management, service description, and compensation. Seven firms were evaluated in the initial scoring round, with The Partners Group (159 points) and WHA (160 points) scoring highest, while the interview scoring narrowed to two firms: The Partners Group and WHA, with final interview scores of 84 and 88 points respectively.

The scoring methodology demonstrates a comprehensive evaluation approach, with maximum possible points of 100 distributed across multiple competency areas. The highest-weighted categories are employee benefits proposal/qualifications and property/casualty proposal/qualifications, each worth 25-40 points in the initial scoring and 100 points in the interview stage. The detailed scoring suggests Clatsop County is seeking a sophisticated insurance broker with deep expertise in public sector risk management, employee benefits, and comprehensive insurance solutions. The procurement process appears designed to select a broker that can provide tailored, strategic insurance services that meet the specific needs of a county government entity.