DOT-RFP-26-8003-JR RFP Package.pdf

Florida Department of Transportation

REQUEST FOR PROPOSALS

DOT-RFP-26-8003-JR

Broker of Record for Bridge, Property, Terrorism, and Business Interruption Insurance Coverages and

Consulting Services

FLORIDA’S TURNPIKE ENTERPRISE

FPID: 190636-5-32-01

RFP Registration

Florida’s Turnpike Headquarters Contractual Services Office

Florida’s Turnpike Enterprise, Milepost 263.0 Turkey Lake Service Plaza, Building 5315

Ocoee, FL 34761

REQUEST FOR PROPOSAL REGISTRATION

PLEASE COMPLETE AND RETURN THIS FORM ASAP

VIA E-MAIL TO TP.Purch@dot.state.fl.us

Proposal Number: DOT-RFP-26-8003-JR

Title: Broker of Record for Bridge, Property, Terrorism, and Business Interruption Insurance Coverages and Consulting Services

Proposals Due: January 13, 2026 at 2:30 p.m. EST

Prospective Proposers should complete and return this Registration Form as soon as possible after downloading. Complete the information below and e-mail to Jamie Reyes at TP.Purch@dot.state.fl.us.

THE REQUEST FOR PROPOSALS IS SUBJECT TO CHANGE. Notice of changes (“Addenda”), will be posted on the Florida Vendor Information Portal at: https://vendor.myfloridamarketplace.com/ under the above-referenced RFP number.

It is the responsibility of all prospective Proposers to monitor the Vendor Information Portal for any changing information prior to submitting a Proposal and throughout the procurement process.

Company Name:

Address:

City, State, Zip:

Telephone:

Contact Person:

E-Mail Address:

For further information on this process, please e-mail: TP.Purch@dot.state.fl.us

Florida Department of Transportation, DOT-RFP-26-8003-JR Florida’s Turnpike Enterprise

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I N T R O D U C T I O N S E C T I O N

1) INVITATION

Pursuant to this Request for Proposals (“Request for Proposals” or “RFP”), the Florida Department of Transportation, Florida’s Turnpike Enterprise (“Department”), requests written Proposals from qualified Proposers for the provision of Bridge, Property, Terrorism, and Business Interruption Insurance coverage necessary to support the Department's infrastructure, as further described in Exhibit "A," Scope of Services. The Department intends to contract with the responsive and responsible Proposer whose Proposal is determined to be the most advantageous to the Department, based on the criteria described herein.

It is anticipated that the initial term of the Contract will begin in February 2026, and will be effective for five (5) years thereafter. The Contract may be renewed for up to five (5) additional years in such increments as determined by the Department. Renewals are contingent upon satisfactory performance evaluations by the Department. Costs for renewal may not be charged. Any renewal or extension must be in writing and is subject to the same terms and conditions set forth in the Contract and any written amendments signed by the parties thereof.

The Department estimates that the average annual spending volume will be approximately $8.3 million.

This estimated volume is for informational purposes only and should not be construed as representing actual, guaranteed or minimum purchases under the Contract. The Department asks that prospective Proposers do not approach the market at this time. The Total Insured Value (TIV) is approximately $8.7 billion and includes the assets being insured as described in Exhibit “A,” and annual revenue of approximately $1.9 billion. The detailed TIV will be provided to the awarded Vendor, if any.

For purposes of this document, the term “Proposer” means a business entity that submits a Proposal to this RFP. The term “Proposal” means the total response submitted by a Proposer to this RFP, including all required forms and supporting documentation. The term “Vendor” means the Proposer that is awarded the Contract pursuant to this RFP. The term “Contract” means the agreement that results from this RFP, if any, between the Department and the Proposer. Unless otherwise defined herein or in the Exhibits and Attachments to this RFP, all capitalized terms shall have the meanings ascribed to such terms in Exhibit “A,” Scope of Services.

2) TIMELINE

The anticipated timeline of events (“Timeline”) for this RFP is provided below. The dates and times within the Timeline are subject to change. Notices of changes (“Addenda”) will be posted on the Florida Vendor Information Portal at https://vendor.myfloridamarketplace.com/ (click on “Search Advertisements”) under this RFP number. It is the Proposer’s responsibility to monitor this site for any changing information prior to submitting a Proposal and throughout the procurement process.

ACTION / LOCATION DATE TIME (EST)

DEADLINE FOR SUBMISSION OF QUESTIONS 12/23/2025 5:00 PM

PROPOSALS DUE 01/13/2026 2:30 PM

Florida’s Turnpike Headquarters Florida’s Turnpike, Milepost 263.0 Turkey Lake Service Plaza, Bldg. 5315 Ocoee, Florida 34761

(407) 264-3204

PUBLIC OPENING (Proposals) 01/13/2026 3:00 PM Florida’s Turnpike Headquarters Florida’s Turnpike, Milepost 263.0 Turkey Lake Service Plaza, Bldg. 5315 Ocoee, Florida 34761

(407) 264-3204

ANTICIPATED POSTING OF INTENDED DECISION 02/03/2026

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3) AGENDA FOR PUBLIC MEETINGS

Agenda – Public Opening (Proposals)

Starting time: see “Timeline” above

- Opening remarks of approximately two (2) minutes by Department Procurement Office personnel.

- Public comment period to allow a maximum of fifteen (15) minutes total for public comment related to the RFP.

- At the conclusion of the public comment period or fifteen (15) minutes, whichever occurs first, the

Proposals received timely will be opened, with the Proposer’s name read aloud. The Department does not announce prices or release other materials at this meeting, pursuant to Section 119.071, Florida Statutes.

- Adjourn Meeting.

4) SPECIAL ACCOMMODATIONS

Any person with a disability requiring special accommodation at a public meeting shall contact the Procurement Officer at least five (5) business days prior to the event. A person who is hearing or speech impaired may contact the Procurement Officer by using the Florida Relay Services at 1 (800) 955-8771

(TDD).

S P E C I A L C O N D I T I O N S

1) MYFLORIDAMARKETPLACE

PROPOSERS MUST BE REGISTERED IN THE STATE OF FLORIDA’S MYFLORIDAMARKETPLACE

SYSTEM (“MFMP”) BY THE TIME AND DATE OF THE PROPOSAL PUBLIC OPENING SPECIFIED IN

THE TIMELINE, OR THEY MAY BE CONSIDERED NON-RESPONSIVE. All prospective Proposers that are not registered should go to https://vendor.myfloridamarketplace.com/ to complete online registration or call 1-866-352-3776 for assisted registration.

All payment(s) to the Vendor resulting from this competitive solicitation WILL be subject to the MFMP Transaction Fee in accordance with Form PUR 1000 General Contract Condition #7. The transaction fees imposed shall be based upon the date of issuance of the payment.

2) FLORIDA DEPARTMENT OF FINANCIAL SERVICES (“DFS”) W-9 REQUIREMENT

DFS requires all vendors that do business with the State of Florida to submit an electronic Substitute Form W-9. Vendors must submit their W-9 forms electronically at https://flvendor.myfloridacfo.com to receive payments from the state. Contact the DFS Customer Service Desk at (850) 413-5519 or FLW9@myfloridacfo.com with any questions.

3) QUESTIONS AND ANSWERS

In accordance with Section 287.057(25), Florida Statutes, respondents to this solicitation or persons acting on their behalf may not contact, between the release of the solicitation and the end of the seventy-two (72) hour period following the Department’s posting the notice of intended award, excluding Saturdays, Sundays, and state holidays, any employee or officer of the executive or legislative branch concerning any aspect of this solicitation, except in writing to the Procurement Officer or as provided in the solicitation documents. Violation of this provision may be grounds for rejecting a Proposal.

Any questions arising from this Request for Proposals must be forwarded, in writing, to the Procurement Officer identified below. Questions must be received no later than the time and date reflected on the Timeline. The Department’s written response to written inquiries submitted timely will be posted on the Florida Vendor Information Portal at https://vendor.myfloridamarketplace.com/ (click on “Search Advertisements”), under this RFP Number. It is the Proposer’s responsibility to monitor this site for any changing information prior to submitting a Proposal and throughout the procurement process.

WRITTEN QUESTIONS should be submitted to: Jamie Reyes at: TP.Purch@dot.state.fl.us.

ALL EMAILS TO THE PROCUREMENT OFFICER MUST CONTAIN THE RFP NUMBER (DOT-RFP-

26-8003-JR) IN THE SUBJECT LINE.

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4) ADDENDA TO THE RFP

The Department reserves the right to make changes to this RFP by issuing Addenda. Any Addenda issued will be posted on the Florida Vendor Information Portal at https://vendor.myfloridamarketplace.com/ (click on “Search Advertisements”) under this RFP number.

It is the Proposer’s responsibility to monitor this site for any changing information prior to submitting a Proposal and throughout the procurement process. The only recognized changes to the RFP are those changes made through written Addenda issued by the Department.

5) ANTITRUST VIOLATOR VENDOR LIST

Pursuant to Section 287.137(2)(a), Florida Statutes, a person or an affiliate who has been placed on the antitrust violator vendor list following a conviction or being held civilly liable for an antitrust violation may not submit a bid, proposal, or reply for any new contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply for a new contract with a public entity for the construction or repair of a public building or public work; may not submit a bid, proposal, or reply on new leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a new contract with a public entity; and may not transact new business with a public entity.

6) PROHIBITION AGAINST CONSIDERING SOCIAL, POLITICAL, OR IDEOLOGICAL

INTEREST IN GOVERNMENT CONTRACTING

Pursuant to Section 287.05701, Florida Statutes, an awarding body may not request documentation of or consider a vendor’s social, political, or ideological interests when determining if the vendor is a responsible vendor, and an awarding body may not give preference to a vendor based on the vendor’s social, political, or ideological interests.

7) CONTRACTING WITH ENTITIES OF FOREIGN COUNTRIES OF CONCERN PROHIBITED

The Proposer must submit, with its Proposal, a completed Foreign Country of Concern Attestation (PUR 1355) (Form 4). Form 4 must be completed by an officer or representative of the Proposer on behalf of the Proposer.

8) USE OF COERCION FOR LABOR AND SERVICES

Pursuant to Section 787.06(14), Florida Statutes, when a contract is executed, renewed, or extended between a non-governmental entity and a governmental entity, the nongovernmental entity must provide the governmental entity with an affidavit signed by an officer or a representative of the nongovernmental entity under penalty of perjury attesting that the nongovernmental entity does not use coercion for labor or services.

Prior to execution of the Contract, the Vendor must submit to the Procurement Officer, within ten (10) calendar days of written request by the Procurement Officer, a completed Affidavit Regarding Labor and Services (Form 6), which must be signed by an authorized representative of the Vendor under penalty of perjury.

9) SCOPE OF SERVICES

Details of the services, information, and items to be furnished by the Vendor are described in Exhibit “A,” Scope of Services (“Scope of Services”), attached hereto and made a part hereof.

10) PRE-PROPOSAL CONFERENCE

A pre-proposal conference will not be held.

11) QUALIFICATIONS

11.1 General

The Department will determine whether a Proposer is qualified to perform the services as described in Exhibit “A,” Scope of Services based upon its Proposal, which should demonstrate satisfactory experience and capability in the work area(s) requested by the RFP.

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11.2 Authorized to Transact Business in the State of Florida

The Proposer must be authorized by the Florida Department of State to transact business in the State of Florida. Such authorization shall be obtained by the Proposal due date and time. For authorization, contact:

Florida Department of State Tallahassee, Florida 32399

(850) 245-6051

11.3 Licensed to Conduct Services in the State of Florida

If a Proposal includes services that require individuals to be licensed by the Florida Department of Financial Services, such licenses shall be obtained by the Proposal due date and time. For licensing, contact:

Florida Department of Financial Services Bureau of Licensing Tallahassee, Florida 32399-0797 AgentLicensing@myfloridacfo.com

12) LIABILITY INSURANCE

The Vendor must carry and keep in force throughout the duration of the Contract all insurance policies and coverages described in the Standard Written Agreement, attached hereto as Attachment A (the “Standard Written Agreement”). Prior to execution of the Contract, the Proposer must submit to the Procurement Officer certificates evidencing, to the Department’s satisfaction, the required coverages to be in effect with endorsements showing the Department to be an additional insured prior to commencing any work under this Contract. The Proposer must submit the certificates described in this paragraph to the Procurement Officer within ten (10) calendar days of written request by the Procurement Officer.

13) PERFORMANCE BOND

A Performance Bond is not required for this project.

14) CONTRACT DOCUMENT

The Department’s Standard Written Agreement contains terms and conditions that will become an integral part of the Contract. In submitting a Proposal, the Proposer agrees to be legally bound by the non-negotiable terms and conditions in the Standard Written Agreement. Exhibit “A,” Scope of Services, and the Proposer’s completed Exhibit “B,” Cost Proposal, (if the Proposer is selected for award of the Contract) to this RFP will become Exhibits “A,” “B,” respectively to the Standard Written Agreement after Contract award.

15) PROTEST OF RFP SPECIFICATIONS

Any person who is adversely affected by the contents of this Request for Proposals must file the following with the Department of Transportation, Clerk of Agency Proceedings, Office of the General Counsel, 605 Suwannee Street, Mail Station 58, Tallahassee, Florida 32399-0450:

1. A written notice of protest within seventy-two (72) hours after the posting of the solicitation, (the notice of protest may be faxed to 850-414-5264 or hand delivered to the address above), and

2. A formal written protest and bond in compliance with Section 120.57(3), Florida Statutes, within ten (10) days of the date on which the written notice of protest is filed to the address above.

Failure to file a protest within the time prescribed in Section 120.57(3), Florida Statutes, or failure to post the bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under Chapter 120, Florida Statutes.

16) UNAUTHORIZED ALIENS

The employment of unauthorized aliens by any person or entity is considered a violation of Section 274A(e) of the Immigration and Nationality Act. If the Proposer knowingly employs unauthorized aliens, such violation shall be cause for unilateral termination of the Contract by the Department.

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17) SCRUTINIZED COMPANIES

The Proposer must submit, with Proposal, a completed Proposer Certification Regarding Scrutinized Companies Lists form (Form 2).

The Department may terminate the Contract if the Vendor is found to have submitted a false certification under Section 287.135(5), Florida Statutes; been placed on the Scrutinized Companies with Activities in Sudan List; been engaged in business operations in Cuba or Syria; been placed on a list created pursuant to Section 215.473, Florida Statutes, relating to scrutinized active business operations in Iran; or been placed on the Scrutinized Companies that Boycott Israel List or is engaged in a boycott of Israel.

18) RESERVATIONS

In addition to any other rights reserved or afforded to the Department under this RFP and under applicable law, the Department reserves the right to:

a) Cancel this RFP at any time prior to the Department’s execution of the Contract, without incurring any cost obligations or liabilities.

b) Accept or reject any Proposal at any time.

c) Terminate evaluation of any Proposal at any time.

d) Modify any dates set or projected in this RFP.

e) Waive minor informalities or irregularities in Proposals.

19) RESPONSIVENESS OF PROPOSALS

19.1 Responsiveness of Proposals

Proposals will not be considered if received by the Department after the Proposal due date and time specified in the Timeline (as may be modified by subsequent Addenda). Only Proposals received by the Department on or before the Proposal due date and time will be considered. All Proposals must be typed or printed in ink. A responsive Proposal is defined in Section 287.012(26), Florida Statutes, as a Proposal submitted by a responsive and responsible Proposer which conforms in all material respects to the solicitation. Proposals found to be non-responsive shall not be considered. Proposals may be rejected if found to be irregular or not in conformance with the requirements and instructions herein contained. A Proposal may be found to be irregular and non-responsive for reasons that include, but are not limited to, a Proposer’s failure to utilize or fully complete required forms as part of the Proposal, the Proposal contains required forms that are altered by a Proposer, the Proposal submitted is a conditional Proposal, the Proposal is incomplete, indefinite, or ambiguous, or the Proposal lacks proper and/or dated signatures. The Department reserves the right to make a responsiveness determination at any time.

19.2 Multiple Proposals

Proposals may be rejected if more than one (1) Proposal is received from a Proposer.

19.3 Other Conditions

Other conditions which may cause rejection of a Proposal include, but are not limited to, evidence of collusion among Proposers, obvious lack of experience or expertise to perform the required work, failure to perform or meet financial obligations on previous contracts, or in the event an individual, firm, partnership, or corporation is on the General Services Administration Excluded Parties List. A Proposer whose Proposal, past performance, or experience does not reflect the capability, integrity, or reliability to fully and in good faith perform the requirements of the Contract may be deemed non-responsible. The Department reserves the right to determine which Proposals meet the requirements of this RFP, and which Proposers are responsive and responsible.

20) PROPOSAL INSTRUCTIONS

20.1 General Information

This section contains instructions that describe the format for the Proposal. The Proposer should not include any conditions or exceptions to any aspect of this RFP in its Proposal. A Proposal that contains any conditions or exceptions to any aspect of this RFP may be deemed non-responsive.

The Proposal shall be organized into three (3) separate parts: the Technical Proposal (Part I), the Cost

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Proposal (Part II), and Forms (Part III). Each part shall be marked follows:

PART I – TECHNICAL PROPOSAL; DOT-RFP-26-8003-JR – [Insert Proposer’s Name]

PART II – COST PROPOSAL; DOT-RFP-26-8003-JR – [Insert Proposer’s Name]

PART III – FORMS; DOT-RFP-26-8003-JR – [Insert Proposer’s Name]

20.2 Technical Proposal (Part I)

The Technical Proposal should be organized in the following sections and contain the information described below. Do not include price information in the Technical Proposal. Failure of the Proposer to follow this outline and the instructions contained in this RFP may result in the rejection of the Proposal.

The Technical Proposal is limited to a maximum of fifty (50) pages with each page not to exceed 8 ½” x 11” in size, with a minimum of 10-point font size for readability. All pages shall be sequentially numbered.

A page with information on both sides will be count as two (2) pages. The Technical Proposal may include a cover or title page, table of contents, tab dividers and executive summary for organizational purposes.

Cover or title page, table of contents, and tab dividers will not count toward the Technical Proposal maximum page limit (no additional exclusion will be permitted, exclusive of executive summary).

The information provided in the Technical Proposal should be clearly and concisely stated; the use of ambiguous terms (including, without limitation, “may,” “might,” and “should”) in the Proposer’s Technical Proposal is discouraged. The Technical Proposal should not contain links to web pages, as this content will not be accessed or evaluated.

1. Executive Summary

The Proposer may provide an executive summary to be written in nontechnical language to summarize the Proposer's overall capabilities and approaches to perform the services as described in Exhibit “A,” Scope of Services. The executive summary should not exceed three (3) pages.

2. Proposer’s Profile

The Proposer should provide an overview of the Proposer, and include the following:

Name and address (home, corporate office, and offices that will service the Department’s account).

Number of years in business under the Proposer’s name, and related prior business names.

Number of years providing services to public entities.

The Proposer should list and describe any investigations by regulatory agencies within the last five (5) years that resulted in the imposition of a penalty. The Proposer should also include in this description the current status or resulting outcome of any investigations. If there are no current investigations or concluded investigations within the last five (5) years, include a statement to this effect.

The Proposer should list and describe any litigation filed or concluded within the last five (5) years or other disputes, which may or has impacted its ability to provide services as described in Exhibit “A,” Scope of Services and to which it has been a party. If no litigation has been filed or concluded within the last five (5) years, include a statement to this effect.

3. Key Personnel and Staffing

The Proposer should provide the names, titles, skill sets, and experience of key personnel (as identified in Exhibit “A,” Scope of Services) that will be utilized by the Proposer for this project, and for each key personnel staff member proposed, the Proposer should include the following:

A resume (not to exceed two (2) pages per individual) A description of the functions, responsibilities, skills, and qualifications relative to the task(s) to be performed by the key personnel staff member.

A list of accreditations, including but not limited to: Chartered Property and Casualty

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Underwriter (CPCU), Accredited Advisor of Insurance (AAI), Certified Insurance Counselor (CIC), and Associate in Risk Management (ARM).

A list of current and active surplus lines licenses issued by the Florida Office of Insurance Regulation, and current and active surplus lines agent registrations with the Florida Surplus Lines Service Office.

The Proposer should also provide a staff organization chart that shows the organization structure and staffing proposed for this project.

Key personnel identified within the Proposal shall not be changed or substituted, except as may otherwise be permitted in the Exhibit “A,” Scope of Services.

4. Proposer’s Experience

The Proposer should describe Proposer’s experience and any special expertise in providing account management services to public entities.

The Proposer should identify if the Proposer has, in the last five (5) years, purchased insurance policies for insureds covering bridge, property, terrorism, and business interruption. List the governmental entities (to a maximum of ten unique insureds or consortia of insureds).

The Proposer should identify the Proposer’s top five (5) highest Total Insured Value (TIV) contractual relationships within the past five (5) years for the purchase of excess Property Insurance or reinsurance coverage. For each contractual relationship, provide the following details:

Client name (or indicate if confidential) Client industry or sector Total Insured Value (TIV) Coverage type (e.g., excess Property Insurance, reinsurance) Policy limits and retentions Policy term Scope of services provided Underwriting carriers involved Any notable claims experience (if applicable)

5. Project Approach

The Proposer should explain the approach, capabilities, and means to be used in accomplishing the tasks in Exhibit “A,” Scope of Services. The Proposer should indicate features, skills, or services that distinguish the Proposer and make it the best choice for the Department.

The Proposer should describe the methodology to be used to provide the services as described in Exhibit “A,” Scope of Services to include, but not limited to, how recommendations will be formulated and commitment of adequate appropriate resources.

6. Claims Processing

The Proposer should describe the claims management services and protocols the Proposer will provide. Proposer should describe the type, benefit, and frequency of claims management reports that the Proposer will provide, and if the Proposer has a dedicated claims filing assistance unit.

7. Consulting Services and Additional Services

The Proposer should describe the Proposer’s consulting services, including risk management consulting services, such as loss prevention and loss control, to support the procurement of insurance coverages. Provide specific examples of loss prevention, loss control and other risk management services that the Proposer has provided to public entities.

The Proposer should describe any innovative or additional services the Proposer will provide to the Department (at no additional cost to the Department) if awarded the Contract.

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20.3 Cost Proposal (Part II)

The Proposer must complete and submit Exhibit “B,” Cost Proposal, (“Cost Proposal”) in accordance with the instructions contained therein and in this RFP. The Cost Proposal must be completed using the document format (PDF) provided by the Department, and the Proposer’s completed Cost Proposal must be marked in the manner described in Section 20.1, above. Failure by a Proposer to complete and submit its Cost Proposal as required herein will result in the Proposer being deemed non-responsive. The Proposer’s completed Cost Proposal will become part of the Contract if the Proposer is selected for the award of the Contract. No information provided by the Proposer in Part II, Cost Proposal, will be shared with the Technical Review Committee.

20.4 Forms (Part III)

The Proposer must complete and submit the forms as described in Section 30.2, below, in accordance with the instructions contained therein and in this RFP. Do not include any forms within the Technical Proposal or Cost Proposal. No information provided by the Proposer in Part III, Forms, will be shared with the Technical Review Committee.

21) COPYRIGHTED MATERIAL

All materials provided as part of the Proposal shall be a matter of public record regardless of copyright status. By submitting a Proposal in response to this RFP, the Proposer authorizes the Department to publish, copy, and reproduce, for the Department’s internal use and for purposes of fulfilling its obligations under Chapter 119, Florida Statutes, any and all materials provided as part of the Proposal for which the Proposer holds or purports to hold a copyright.

22) CONFIDENTIAL INFORMATION

In addition to the public records requirements of Section 19 of PUR 1001, if the Proposer considers any portion of its Proposal to contain confidential material exempt from public inspection or disclosure under Chapter 119, Florida Statutes, or other applicable state or federal law (collectively, the “Public Records Law”), then the Proposer must, simultaneously with the un-redacted Proposal, provide the Department with a separate redacted Proposal (“Redacted Copy”).

If submitting a Redacted Copy, the Proposer must include the RFP number and the name of the Proposer on the cover of the Redacted Copy and clearly title it “Redacted Copy.” In addition, the Proposer must submit an index (the “Redacted Copy Index”) listing the confidential portions of its Proposal, along with a description identifying the basis under which the Proposer claims such exemption(s) from the Public Records Law (including the specific statutory citation(s) for each exemption claimed). Any claim of confidentiality on materials the Proposer asserts to be exempt from public inspection or disclosure placed elsewhere in the Proposal and not redacted or included in the Redacted Copy Index will be considered waived by the Proposer upon submission of its Proposal.

Only those portions of the Proposal that the Proposer claims are confidential or exempt from Public Records Law should be redacted in the Redacted Copy. A Proposal should not be redacted in its entirety.

A page or paragraph should not be redacted in its entirety unless the entire page or paragraph consists wholly of information that is confidential or exempt from public inspection or disclosure under the Public Records Law. The Redacted Copy will be used to fulfill public records and other disclosure requests or requirements.

If the Department receives a public records request for materials the Proposer has identified as confidential, the Department will provide the Proposer’s Redacted Copy to the requestor. If a requestor asserts a right to the portions of material identified by the Proposer as confidential, the Department will notify the Proposer that such an assertion has been made. It is the Proposer’s responsibility to take appropriate legal action to protect the records in question from disclosure under the Public Records Law or other legal authority. If the Department becomes subject to a demand for discovery or disclosure of materials the Proposer claims are confidential in a legal proceeding, the Department will notify the Proposer of the demand, and it will be the Proposer’s responsibility to take appropriate legal action to defend its claims of confidentiality. If the Proposer fails to take appropriate and timely action to defend its claims of confidentiality, the Department may release the materials that are responsive to the demand, without redaction, to the requestor.

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The Department is not obligated to agree with the Proposer’s claim(s) of confidentiality, and by submitting a Proposal, the Proposer agrees to indemnify, protect, defend, and hold harmless the Department from any and all claims, liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys’ fees, arising from or relating to the Proposer’s determination that the redacted portions of its Proposal are confidential or otherwise protected from public inspection or disclosure. If the Proposer fails to submit a Redacted Copy of its Proposal and the Redacted Copy Index as required herein, then the Department is authorized to release the entire unredacted Proposal submitted to the Department in response to a public records request or other demand for disclosure without further inquiry of the Proposer.

23) COSTS INCURRED IN RESPONDING

This RFP does not commit the Department to award the Contract or to proceed with the procurement described herein. The Department and the State assume no obligations, responsibilities, or liabilities, fiscal or otherwise, to reimburse any costs incurred or alleged to have been incurred by a Proposer responding to this RFP or by any other party considering the submission of a Proposal to this RFP.

24) SUBMISSION OF PROPOSALS

The Proposer shall submit its Proposal in a sealed package that includes the following to the Procurement Officer by the date, time and at the location specified in the Timeline:

One (1) original version of Part I, Part II, and Part III of the Proposal in paper copy (bound and unredacted). The Proposer must include the originals of any documents required to be signed as part of the Proposal. The Proposer must label the cover page of each Part “Original, Part _____, Binder ____ of _____,” and include the Proposer’s name, and the RFP number.

Four (4) copies of Part I (bound, unredacted, and in paper copy). The Proposer must label the cover page of each copy of Part I “Copy # _____, Part I, Binder _____ of ______,” and include the Proposer’s name, and the RFP number.

One (1) unredacted electronic (.pdf) copy of Part I, Part II, and Part III of the Proposal on a flash drive. Each individual file (Part I, Part II, and Part III of the Proposal) must be unlocked, unencrypted, searchable, and separately labeled Part I (Technical Proposal), Part II (Cost Proposal), and Part III (Forms). The flash drive must be labeled with the Proposer’s name and RFP number or must be placed in a separate sealed envelope labeled with the Proposer’s name and RFP number on the outside of the envelope.

If applicable, one (1) electronic (.pdf) copy of the Proposer’s Redacted Copy and Redacted Copy Index (as described in Section 22, above) on a flash drive. The flash drive must be labeled with the Proposer’s name and RFP number. The Redacted Copy and Redacted Copy Index may be provided on the same flash drive used for the Proposer’s unredacted electronic copy (as described above).

The RFP number and the Proposer’s name must be clearly labeled on the outside of the Proposer’s sealed package. Sealed packages must be received by the Department on or before the Proposal due date, time, and at the location specified in the Timeline (as may be modified by subsequent Addenda).

Proposals received after the Proposal due date and time or at a different location will not be considered.

25) MODIFICATION AND WITHDRAWAL OF PROPOSAL

A Proposer may modify or withdraw its Proposal at any time prior to the Proposal due date and time specified in the Timeline by submitting a written request to the Procurement Officer.

26) PROPOSAL OPENING

Proposals will be opened by the Department at the date, time, and location in the Timeline. The Department does not announce prices or release other materials at this meeting, pursuant to Section 119.071, Florida Statutes.

27) PROPOSAL EVALUATION

Each Proposal will be evaluated as set forth in this Section 27. The Procurement Officer will add the

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Proposer’s Technical Proposal Score (described in Section 27.1, below) and Cost Proposal Score (described in Section 27.2, below) to determine the Proposer’s total Proposal score (“Proposal Score”).

The maximum Proposal Score achievable by a Proposer for this RFP is one hundred (100) points.

27.1 Technical Proposal (Part I)

A Technical Review Committee (“TRC”) will be established to review and evaluate each Technical Proposal submitted in response to this RFP. The TRC will be comprised of at least three (3) persons who collectively have experience and knowledge in the program area(s) and service requirements for the commodities and/or contractual services sought under this RFP. The TRC members are each authorized to consult with subject matter experts for the purpose of gathering information, if needed.

The Procurement Officer will distribute to each member of the TRC a copy of each Proposer’s Technical Proposal (Part I) only. No cost information will be shared with the TRC. Each TRC member will independently evaluate each Proposer’s Technical Proposal using the criteria established in this RFP.

The maximum number of points available for each section is described below:

Technical Proposal Section

Section Description Available Points

1 Executive Summary No Point Value

2 Proposer Profile 10

3 Key Personnel and Staffing 15

4 Proposer’s Experience 15

5 Project Approach 15

6 Claims Processing 15

7 Consulting Services and Additional Services

TOTAL AVAILABLE POINTS 85

The Procurement Officer will add the scores from each TRC member for the Proposer’s Technical Proposal and divide the total by the number of TRC members to determine the Proposer’s Technical Proposal Score. The maximum Technical Proposal Score achievable by a Proposer for this RFP is eighty-five (85) points.

27.2 Cost Proposal (Part II)

The maximum Cost Proposal Score achievable by a Proposer is fifteen (15) points. The Proposer’s Cost Proposal Score will be calculated by the Procurement Officer using the formula below. The Proposer that submits the Cost Proposal containing the lowest “Commission Percentage” (the percentage indicated in the “Commission Percentage” field of Exhibit “B”) (the “Lowest Commission Percentage”) will receive a Cost Proposal Score of fifteen points (15).

(X/N) x 15 = Z

Where:

X = The Lowest Commission Percentage.

N = The percentage indicated in the Proposer’s “Commission Percentage” field of Exhibit “B” of the Proposer’s Cost Proposal.

Z = Proposer’s Cost Proposal Score

27.3 Forms (Part II)

The Proposer shall complete and submit the forms as described in Section 30.2 below, in accordance with the instructions contained therein and in this RFP. Do not include any forms with

RFP-11

Part I (Technical Proposal). No information provided by the Proposer in Part II (Forms) will be shared with the Technical Review Committee.

28) INTENDED AWARD

The Department intends to award the Contract to the responsive and responsible Proposer whose Proposal receives the highest Proposal Score for the evaluation criteria described in this RFP. The Department’s intended decision will be posted on the Florida Vendor Information Portal at https://vendor.myfloridamarketplace.com/ on the date specified in the Timeline (as may be modified by any subsequent Addenda).

If two (2) or more Proposers receive the highest Proposal Score as described in this RFP (“Equal Proposers”), then the Department will, using the information submitted by the Equal Proposers in Form 5 (Award Preferences Form), award the Contract to one (1) of the Equal Proposers in accordance with the applicable statutory award preference criteria described in Chapters 287 and 295, Florida Statutes.

A Proposer who fails to submit a completed Form 5 with its Proposal will be considered to have no award preference.

If no Equal Proposer has an award preference, then the Contract will be awarded to the Equal Proposer with the highest Technical Proposal Score. If no Equal Proposer has an award preference, and two (2) or more Equal Proposers receive the highest Technical Proposal Score, then the Contract will be awarded to the Equal Proposer with the highest Cost Proposal Score.

29) POSTING OF INTENDED DECISION/AWARD

29.1 General

The Department’s intended decision will be posted on the Florida Vendor Information Portal at https://vendor.myfloridamarketplace.com/ on the date in the Timeline and will remain posted for a period of seventy-two (72) hours. Any Proposer who is adversely affected by the Department's recommended award or intended decision must file the following with the Department of Transportation, Clerk of Agency Proceedings, Office of the General Counsel, 605 Suwannee Street, Mail Station 58, Tallahassee, Florida 32399-0450:

1. A written notice of protest within seventy-two (72) hours after posting of the intended decision (the notice of protest may be faxed to 850-414-5264 or hand delivered to the address above), and

2. A formal written protest and protest bond in compliance with Section 120.57(3), Florida Statutes, within ten (10) days of the date on which the written notice of protest is filed to the address above. At the time of filing the formal written protest, a bond (a cashier’s check or money order may be accepted) payable to the Department must also be submitted in an amount equal to one percent (1%) of the estimated contract amount based on the contract price submitted by the protestor.

Failure to file a protest within the time prescribed in Section 120.57(3), Florida Statutes, or failure to post the bond or other security required by law within the time allowed for filing a bond, shall constitute a waiver of proceedings under Chapter 120, Florida Statutes.

30) ATTACHED EXHIBITS, FORMS, AND ATTACHMENTS

30.1 Exhibits

Exhibit “A,” Scope of Services Exhibit “B,” Cost Proposal

30.2 Forms

Form 1 – Proposer Certification of Qualifications* Form 2 – Proposer Certification Regarding Scrutinized Companies Lists* Form 3 – E-Verify* Form 4 – Foreign Country of Concern Attestation (PUR 1355)*

RFP-12

Form 5 – Award Preferences Form* Form 6 – Affidavit Regarding Labor and Services

* Indicates a form must be completed and submitted by the Proposer with its Proposal in Part III, Forms.

30.3 Attachments

Attachment A – Standard Written Agreement Attachment B – General Contract Conditions (PUR 1000) Attachment C – General Instructions to Respondent (PUR 1001)

31) GENERAL CONTRACT CONDITIONS (PUR 1000)

The State of Florida’s General Contract Conditions are outlined in PUR 1000, which is a document included in Attachment B and incorporated by reference into this RFP.

The following paragraphs within PUR 1000 do not apply to this RFP:

Paragraph 5.l., PRIDE – PUR 1000, when federal funds are utilized Paragraph 8.a., Dispute Resolution – PUR 1000

The following paragraphs within PUR 1000 are amended as follows:

Paragraph 4., c., iv., Termination Related to Statutory Certifications within PUR 1000 in this RFP is replaced with the following: Termination Related to Statutory Certifications. At the Customer’s option, the Contract may be terminated if the Contractor is placed on any of the lists referenced within Sections 287.1346; 287.133; 287.134; 287.1351; 287.137; 287.135; or 215.473, Florida Statutes, or would otherwise be prohibited from entering into or renewing the Contract based on the statutory provisions referenced herein.

The first paragraph of Subsection 5.a., Warranty of Ability to Perform – PUR 1000 in this RFP is replaced with the following: Warranty of Ability to Perform. The Contractor shall submit to the Customer a completed PUR 7801, Vendor Certification Form, at such frequency as directed by the Customer.

32) GENERAL INSTRUCTIONS TO RESPONDENTS (PUR 1001)

The State of Florida’s General Instructions to Respondents are outlined in form PUR 1001, which is a document included in Attachment C and is incorporated by reference into this RFP.

The following paragraphs within PUR 1001 do not apply to this RFP:

Paragraph 3, Electronic Submission – PUR 1001 Paragraph 4, Terms and Conditions – PUR 1001 Paragraph 5, Questions – PUR 1001

33) ORDER OF PRECEDENCE OF THIS RFP

All Proposals are subject to the terms and conditions of this RFP, which, in case of conflict, shall have the following order of precedence (highest to lowest):

Addenda to RFP, in reverse order of issuance

RFP

Exhibit “A,” Scope of Services Exhibit “B,” Cost Proposal Attachment A, Standard Written Agreement Attachment B, General Contract Conditions (PUR 1000)

Attachment C, General Instructions to Respondents (PUR 1001)

Forms

Broker of Record for Bridge, Property, Terrorism, and Business Interruption Insurance Coverages and

Consulting Services

DOT-RFP-26-8003-JR

Florida’s Turnpike Enterprise Form 1

Form 1 Proposer Certification of Qualifications

PROPOSER CERTIFICATION OF QUALIFICATIONS

This form must be completed by a duly authorized representative of the Proposer and must be submitted by the Proposer with its Proposal in Part III (Forms). If the Department discovers that any of the information on this form is false prior to award, the Department reserves the right to deem the Proposer non-responsive and cease any consideration of its Proposal. If the Department discovers that any information on this form is false after award to the Proposer is made, the Department reserves the right to terminate the Contract and hold the Proposer liable for costs associated with re-procurement.

I, , as , of (Name) (Title)

(“Proposer”), hereby certify (Name of Proposer) on behalf of the Proposer, that:

1. The Proposer is currently authorized by the Florida Department of State to transact business in the State of Florida.

2. The Proposer has at least five (5) years of experience in providing services similar in size and scope to the services described in the RFP.

3. The Proposer:

a. holds a valid and current Business Tax Receipt which states the name of the Proposer, street address of the business location, and the type of work for which the Business Tax Receipt is issued (which must be for the same type of service required in the Contract);

b. holds a valid, current, and active license issued by the Florida Department of Financial Services in accordance with Florida Statute 626.112, and is authorized under applicable state and local law to contract and perform the services described in the RFP.

c. holds contracts for the procurement of bridge, property, terrorism, or business interruption insurance coverages of the similar type described in the Scope of Services with at least three public entities who own or control property with at least $1 billion in total insured value (TIV).

d. holds at least one current and valid Florida admitted or non-admitted Excess Property (Property and Casualty) license.

By signing below, the undersigned certifies the following: (1) that the responses provided above are true, accurate, and complete, (2) that the undersigned is authorized to execute this form on behalf of, and to bind, the Proposer on whose behalf the undersigned executes this form, and (3) the Proposer agrees to maintain any certifications/authorizations/licenses required throughout the term of the Contract.

Signature of Authorized Representative:

Printed Name:

Title:

Date:

Florida Department of Transportation DOT-RFP-26-8003-JR Florida’s Turnpike Enterprise Form 2

Form 2 Proposer Certification Regarding Scrutinized Companies Lists

PROPOSER CERTIFICATION

REGARDING SCRUTINIZED COMPANIES LISTS

Proposer Name:

Proposer FEIN:

Proposer Mailing Address:

City: State: ________________________ Zip: ________ ______

Phone Number:

Email Address:

Section 287.135, Florida Statutes, prohibits a company or other entity from bidding on, submitting a proposal for, or entering into or renewing a contract for goods or services of: i) $100,000 or more if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract , the company or other entity is on the Scrutinized Companies or Other Entities that Boycott Israel List, created pursuant to Section 215.4725, Florida Statutes, or is engaged in a boycott of Israel; and, ii) $1,000,000 or more if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract, the company or other entity is on either the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, created pursuant to Section 215.473, Florida Statutes, or is engaged in business operations in Cuba or Syria.

By signing below, the undersigned certifies the following: (1) that the Proposer is not listed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, and that the Proposer is not engaged in business operations in Cuba or Syria; (2) that the Proposer is not participating in a boycott of Israel; (3) that the undersigned is authorized to execute this certification on behalf of, and to bind, the Proposer on whose behalf the undersigned executes this certification; and (4) that the undersigned understands that, pursuant to Section 287.135, Florida Statutes, the submission of a false certification may subject the Proposer to civil penalties, attorney’s fees, and/or costs.

Signature of Authorized Representative:

Printed Name:

Florida’s Turnpike Enterprise Form 3

Form 3 E-Verify

E-VERIFY

I, , as , of (Name) (Title)

(“Proposer”), hereby certify that (Proposer’s Name) the Proposer is registered with and uses the U.S. Department of Homeland Security’s E-Verify system to verify the work authorization status of all newly hired employees, and that the Proposer is in compliance with Section 448.095, Florida Statutes. The Proposer further certifies that, if awarded the Contract, it shall comply with Section 448.095, Florida Statutes, throughout the duration of the Contract.

By signing below, the undersigned certifies the following: (1) that the responses provided above are true, accurate, and complete, and (2) that the undersigned is authorized to execute this form on behalf of, and to bind, the Proposer on whose behalf the undersigned executes this form.

Signature of Authorized Representative:

Printed Name:

PUR 1355 (10/23) Page 1 of 1 Rule 60A-1.020, F.A.C.

FOREIGN COUNTRY OF CONCERN ATTESTATION

(PUR 1355)

This form must be completed by an officer or representative of an entity submitting a bid, proposal, or reply to, or entering into, renewing, or extending, a contract with a Governmental Entity which would grant the entity access to an individual’s Personal Identifying Information.

Capitalized terms used herein have the definitions ascribed in Rule 60A-1.020, F.A.C.

Florida Department of Transportation, Florida's Turnpike Enterprise

DOT-RFP-26-8003-JR

Form 4

Form 4 Foreign Country of Concern Attestation

________________________ is not owned by the government of a Foreign Country of Concern, (Entity) is not organized under the laws of nor has its Principal Place of Business in a Foreign Country of Concern, and the government of a Foreign Country of Concern does not have a Controlling Interest in the entity.

Under penalties of perjury, I declare that I have read the foregoing statement and that the facts stated in it are true.

Printed Name: ______________________________________________________________________________

Title: _______________________________________________________________________________________

Signature: ______________________________________________________ Date: ______________________ https://www.flrules.org/gateway/RuleNo.asp?title=GENERAL%20REGULATIONS&ID=60A-1.020

Florida’s Turnpike Enterprise Form 5

Form 5 Award Preferences Form

AWARD PREFERENCES FORM

The Proposer’s…