REQUEST FOR QUALIFICATIONS

FY26006RFQ

Insurance Broker Services

Release Date: April 6, 2026

Submission Deadline: April 29, 2026

Workforce Solutions Borderplex, Inc.

304 Texas Ave., Suite 1400

El Paso, TX 79901

(915) 887-2200 procurement@borderplexjobs.com

Workforce Solutions Borderplex, Inc. is an Equal Opportunity Employer/Program. Auxiliary aids are available upon request to individuals with disabilities. Relay Texas: Telecommunication Device for the Deaf (TDD) "711" or (800/735-2989), *800/735-2988 (Voice). Ayuda y servicios están disponibles para personas con discapacidades. Relay Texas: Sistema de comunicación para personas con problemas auditivos (TDD) "711" o

(800/735-2989), *800/735-2988 (Voz) mailto:procurement@borderplexjobs.com

General Information Part 1 – Instructions and Guides to RFQ

1.1 Purpose

1.2 Procurement Standards

1.3 RFQ Anticipated Schedule

1.4 Issuance and Availability of RFQ

1.5 Due Date and Electronic Submission of Submittals

1.6 Changes, Amendments, Withdrawal, Cancellation, and Re-issuance

1.7 Type of Contract

1.8 Contract Term

1.9 Authorized Contact for This Procurement

1.10 Open Records

1.12 Misrepresentation

1.13 Eligibility to Submit

Part 2 – General Provisions and Administrative Guidelines

2.1 Governing Provisions and Administrative Requirements

2.2 Administrative Requirements

2.3 General Conditions

2.4 Cone of Silence

2.5 Inquiry and Protest Procedures

Part 3 – Scope of Work and Specifications

3.1 Insurance Program Review

3.2 Marketing and Placement of Coverage

3.3 Required Lines of Coverage

3.4 Ongoing Support Services

3.5 Minimum Qualifications

3.6 Statement of Qualifications Requirements

Part 4 - Evaluation Process

4.1 Evaluation and Submission Requirements

General Information

TWC – Texas Workforce Services

The Texas Workforce Commission (TWC) is the state agency responsible for overseeing workforce development services for employers and job seekers in Texas. TWC strengthens the Texas economy by providing the workforce development component of the Governor's economic development strategy. Texas boasts an incredibly skilled workforce ready to attract enterprise to the Lone Star State. By focusing on employers' needs, TWC gives Texas the competitive edge it needs to attract business.

Texas Workforce Solutions

Texas Workforce Solutions comprises the Texas Workforce Commission, and a statewide network of 28 Workforce Development Boards (Boards) for regional planning and service delivery, their contracted service providers, and community partners, and the TWC unemployment benefits Tele-Centers. This network gives customers local access to workforce solutions and statewide services at numerous Workforce Solutions offices and five Tele-Centers.

Texas Workforce Solutions provides workforce development services that help workers find and keep good jobs, and help employers hire the skilled workers they need to grow their businesses. Our workforce partners include community colleges, adult basic education providers, local independent school districts, economic development groups, businesses, and other state agencies. Collaboration and coordination among all partners play a critical role in the success of the Texas workforce system.

Boards are responsible for the strategic planning of workforce services for employers and job seekers. The integrated workforce delivery system maximizes funding and productivity while eliminating duplicate efforts.

Through performance-based contracts, TWC monitors and holds the Boards accountable for program performance and provides technical assistance.

For more information, visit the TWC website at https://www.twc.texas.gov/about-texas-workforce.

Workforce Solutions Borderplex (WSB) Overview

Workforce Solutions Borderplex, Inc. (hereafter "WSB") is a regional 501(c) (3) non-profit corporation that provides workforce services to job seekers and businesses in a six-county region along the U.S.-Mexico border from El Paso to east of Presidio County. As one of 28 workforce boards in Texas, Workforce Solutions Borderplex’ s mission is to provide skilled workers to employers by advancing education, employment, entrepreneurship and economic development opportunities in support of global competitiveness and regional prosperity.

WSB is governed by a Board of Directors appointed by local Chief Elected Officials in accordance with the provisions of Texas Senate Bill 642, Texas House Bill 1863 and the Federal Workforce Investment Act of 1998.WSBis composed of volunteer community leaders representing the private sector; organized labor-based organizations (CBOs); education; public employment service (TWC); vocational rehabilitation; public assistance; economic development; local literacy councils; and, adult basic education.

The Board of Directors has appointed a Chief Executive Officer (CEO) to oversee WSB's daily operations. The CEO is ultimately responsible for and oversees the operations and finances of WSB's programs, personnel, and procurement processes utilized to comply with Federal and State regulations.

WSB is an oversight entity and fiscal agent for workforce development services and administers the procurement of goods and services that comply with Federal and State regulations. The primary responsibility of WSB is to identify the workforce needs and issues of the area; and provide policy and program guidance and evaluation of workforce development programs and services that affect area employers, residents, and job seekers.

WSB represents a public/private partnership that serves as a catalyst for building a workforce development system that meets the needs of local employers and job seekers. The Workforce Board area consists of Brewster, Culberson, El Paso, Hudspeth, Jeff Davis, and Presidio counties.

For more information about WSB, please view the materials at www.borderplexjobs.com. Additional information about Workforce Solutions Borderplex and the workforce system in general can be obtained at www.twc.state.tx.us.

This Request for Qualifications (RFQ) provides potential respondents with vital background information and describes the desired services, guidelines for submitting a response, and the selection process. Potential respondents are strongly encouraged to:

https://www.twc.texas.gov/about-texas-workforce http://www.borderplexjobs.com/ http://www.twc.state.tx.us/

Read the RFQ carefully, and

Provide all necessary information and ask questions or seek technical assistance on points or concepts that are unclear.

WSB – Mission, Vision, and Values - https://borderplexjobs.com/about-us/mission-vision-and-values

Mission: Empowering all people to discover innovative resources and untapped possibilities to fuel business solutions.

Vision: Be a catalyst and conduit for a dynamic economy that achieves regional and global prosperity.

Values: We believe in the following shared principles, beliefs, and priorities:

Purpose Accountability Integrity Fairness Commitment Solution Centric Camaraderie Trust Transparency Teamwork Respect Inclusion Courage Excellence Dependability Empathy Consistency

WSB - Background

Workforce Solutions Borderplex (“WSB”) is the regional expert in workforce development. As a leader in economic development, we utilize our expertise to align the workforce (workers and job seekers) with the regional industry demands. We monitor the economy and tailor our infrastructure to meet the needs of employers, ensuring they are successful in growing and creating jobs, and that their workers are skilled and earn a living wage.

WSB is part of a Texas statewide network and a partner of the Texas Workforce Commission, as well as part of the national network and a partner of the Department of Labor's American Job Centers. WSB's service area spans six counties in far west Texas, including El Paso, Hudspeth, Culberson, Jeff Davis, Presidio, and Brewster Counties.

WSB's market-driven system plays a vital role as a hub for sharing information related to jobs and skills, facilitating connections between businesses and job seekers, and providing assistance with job search and training needs. WSB's Strategic Plan is industry-led, with goals that enhance the region's workforce competitiveness by:

improving individuals' skills towards jobs of the future, assisting businesses in increasing their capacity and productivity, and driving regional economic growth.

WSB has evolved beyond its traditional workforce board role into a multi-functional regional systems entity.

The organization now operates as a regional talent integrator, a childcare workforce systems intermediary, a data and intelligence hub, a connector of rural markets, a strategic partner to employers, and an adaptive, innovation-forward institution. WSB prides itself on fostering high interpersonal trust, psychological safety, strong mission alignment, adaptive capacity, and cohesive leadership. This foundation is our primary strategic asset and the enabling condition for continued transformation.

Workforce Innovation and Opportunity Act (WIOA) Overview

On July 22, 2014, the Workforce Innovation and Opportunity Act (WIOA) was signed into law as the primary federal legislation governing workforce development activities in the United States. WIOA is designed to improve access to employment, education, training, and support services and to strengthen alignment between workforce, education, and economic development systems.

Workforce Solutions Borderplex, Inc. operates as one of twenty-eight (28) Workforce Development Boards in the State of Texas under the oversight of the Texas Workforce Commission (TWC). As a recipient and administrator of federal and state workforce funds, WSB is responsible for ensuring that its operations, procurements, and contracts comply with all applicable federal and state laws, regulations, and guidance.

WIOA establishes the policy framework under which WSB carries out its mission to support a skilled workforce and a competitive regional economy. While WIOA governs WSB's organizational authority and funding structure, this Request for Qualifications pertains solely to the procurement of professional insurance brokerage services and does not involve the delivery of workforce program services.

For general information about WIOA, visit:

http://www.doleta.gov/WIOA

Respondent Eligibility and Competencies

Eligibility to Respond

This Request for Qualifications (RFQ) is open to qualified respondents capable of providing professional insurance brokerage services responsive to the needs of Workforce Solutions Borderplex (WSB). Organizations that meet the requirements of this RFQ and that are not debarred, suspended, or otherwise ineligible to conduct business with federal or state-funded agencies are invited to respond.

By submitting a submittal, the Respondent certifies that it:

• Possesses or is able to obtain adequate financial resources to perform the services described in this RFQ.

• Is able to comply with all requirements of this RFQ.

• Has a satisfactory record of integrity and ethical business practices.

• Is otherwise qualified and eligible to receive an award.

• Is in good standing with applicable federal, state, or professional licensing authorities.

• Is not listed on any State or Federal debarment or sanctions registry at the time of award.

• Small businesses and service-disabled veteran-owned businesses certified under the State of Texas

Veteran Heroes United in Business (VetHUB) Program are encouraged to respond.

http://www.doleta.gov/WIOA

• For the purposes of this RFQ, interested parties may be referred to as “Respondents” or “Contractors.”

Respondent Competencies Respondents must demonstrate the technical competence, professional knowledge, experience, and capacity necessary to perform the insurance brokerage services described in this RFQ. Respondents must maintain high standards of integrity, ethical business conduct, and fiduciary responsibility consistent with public-sector contracting.

WSB requires assurance that the selected Contractor will perform all contractual obligations in a professional and responsible manner. Respondents must demonstrate the ability to provide qualified personnel, maintain adequate internal controls, and support contract compliance and performance monitoring appropriate to professional insurance brokerage services.

WSB reserves the right to conduct a pre-award responsibility determination or financial integrity review of the selected Respondent. The purpose of this review is to confirm the Respondent's capacity to meet contractual obligations and maintain financial stability during the term of the contract.

Respondents must disclose any outstanding or unresolved monitoring findings, audit issues, legal judgments, arbitration matters, or pending litigation that could materially affect the Respondent's ability to perform the services described in this RFQ.

Financial Responsibility Respondents must demonstrate sufficient financial resources and stability to meet the obligations of a professional services contract with a public entity. WSB may request information necessary to confirm financial responsibility, including licensure status, insurance coverage, or other relevant certifications, prior to award.

Part 1 – Instructions and Guides to RFQ

1.1 Purpose

Workforce Solutions Borderplex (WSB) is soliciting Statements of Qualifications from qualified, licensed insurance brokerage firms to provide professional insurance brokerage and advisory services. The selected firm will assist WSB with identifying risk exposures, marketing insurance coverage to qualified carriers, negotiating coverage terms, and providing ongoing risk management and claims support.

This RFQ is intended to identify a highly qualified broker with demonstrated experience serving public-sector and nonprofit organizations.

1.2 Procurement Standards

Procurement of goods and services under federal assistance programs must comply with the rules established by the Office of the Texas Governor under the Uniform Grants Management Standards (UGMS) and the Texas Workforce Commission (TWC) Financial Manual for Grants and Contracts.

All procurement transactions must ensure maximum free and open competition, and awards may only be made to organizations that demonstrate the ability to perform successfully under the contract terms.

This Request for Qualifications (RFQ) provides a uniform process for procuring the specified goods and/or services through the competitive negotiation method, in compliance with all applicable federal statutes, regulations, policies, and guidance currently in effect and any that may become effective during the term of this award, including:

• Office of Management and Budget's Uniform Guidance at 2 C.F.R. Part 200: Uniform Administrative Requirements, Cost Principles, and Audit Requirements

• 2 C.F.R. Part 2900: Department of Labor (DOL) exceptions to 2 C.F.R. Part 200

• General Administrative, Cost & Audit Requirements for Grants - Texas Workforce Commission

These requirements govern WSB's procurement process and do not alter the independent-contractor status of the selected firm

1.3 RFQ Anticipated Schedule

The following schedule of events is estimated and subject to change at WSB's discretion. Respondents should regularly check the WSB's Board website (https://borderplexjobs.com/contact-us/procurement) for posted updates. All updates and changes will be posted to BonFire. All times shown in the RFQ are Mountain Standard Time Zone (MST).

https://www.twc.texas.gov/agency/grant-administration-financial-reporting https://borderplexjobs.com/contact-us/procurement

Activity Date & Time (If Applicable) Issuance of RFQ Thursday, April 6, 2026 Questions Deadline Wednesday, April 15, 2026 Answer to Questions Posted Tuesday, April 21, 2026 Statements of Qualifications Due by Wednesday, April 29, 2026 Anticipated Contract Start Date May 27, 2026

1.4 Issuance and Availability of RFQ

This RFQ is issued by the Workforce Solutions Borderplex Board under the direction of the Chief Executive Officer. WSB uses BonFire e-Bid Software to distribute RFQs and electronically submit submittals. To access the portal, Offerors are encouraged to register online.

https://wsb.bonfirehub.com/portal/?tab=openOpportunities

Prospective Respondents may submit written questions through the BonFire e-Bid Software no later than 11:30 p.m. (MST) on Monday, March 30, 2026. Questions received after this deadline will not be answered.

Responses will be posted in the BonFire portal after the question-and-answer release date. Respondents are encouraged to check the portal regularly for updates, as all responses become part of the official RFQ.

Important:

• Questions will only be accepted in writing through the designated portal.

• All responses will be issued via a formal addendum posted online and in Bonfire.

• During the solicitation and award process, Workforce Solutions Board members, officers, staff, and authorized representatives are prohibited from answering questions or providing assistance regarding this RFQ or the procurement process.

• Respondents must direct all inquiries exclusively to the authorized contact person. Failure to comply may result in disqualification.

1.5 Due Date and Electronic Submission of Submittals

Workforce Solutions Borderplex (WSB) has transitioned to an all-digital procurement system, utilizing the Bonfire online portal to manage all formal procurements. Respondents must follow all instructions provided in this RFQ and submit their complete submittal exclusively through Bonfire at:

https://wsb.bonfirehub.com/portal/?tab=openOpportunities

The Bonfire portal allows Respondents to begin and save submittals, then return later to edit or complete them before submission. An official receipt for submittals is automatically generated by Bonfire upon successful submission. Timely submission is the sole responsibility of the proposer.

a) Submittal Deadline:

Electronic submittals must be submitted through Bonfire by 3:00 p.m. MST on Wednesday, April 29, 2026. Late submissions will not be accepted under any circumstances. The Bonfire platform automatically closes at the exact deadline, so proposers are strongly encouraged to submit well in advance to avoid delays.

https://wsb.bonfirehub.com/portal/?tab=openOpportunities

b) Important Conditions:

o No hand-delivered, mailed, or emailed submittals will be accepted. All submissions must be made through Bonfire.

o Timely submission is the sole responsibility of the proposer. WSB is not responsible for delays, technical issues, or errors.

o Disputes regarding late or non-delivered submittals cannot be appealed.

o Any submittals or amendments received after the deadline will be deemed late and non-responsive — NO EXCEPTIONS.

o Submittals may be withdrawn upon written request if submitted before the response deadline.

After the deadline, all submittals become the property of WSB and will not be returned.

o No alternative submission methods will be allowed unless extenuating circumstances exist and written approval is provided by the Contracts and Procurement Manager.

1.6 Changes, Amendments, Withdrawal, Cancellation, and Re-issuance

Workforce Solutions Borderplex (WSB) reserves the right to delay, amend, reissue, or cancel all or any part of this RFQ at any time without prior notice and to modify the RFQ process and timeline as necessary.

If it becomes necessary to revise any part of this RFQ, an addendum will be posted on WSB’s website at:

www.borderplexjobs.com/contact-us/procurement

Respondents must visit the WSB website first to access all official updates, amendments, and instructions. From there, Respondents will be directed to the Bonfire portal to view open opportunities and submit submittals:

https://wsb.bonfirehub.com/portal/?tab=openOpportunities

Important:

Respondents are responsible for checking the WSB website frequently to stay informed about amendments, responses to questions, and other updates that may affect this RFQ.

Upon receiving notification via published addendum, each Respondent must incorporate the indicated changes into their submittal. Failure to acknowledge any amendment will result in disqualification and rejection of the submittal.

WSB reserves the right to reject any or all submittals and to accept or reject any or all items within a submittal.

Any Respondent may withdraw their submittal by written request at any time before the submittal due date and time. A withdrawn submittal will not be considered for review or award and becomes the property of WSB.

1.7 Type of Contract

Workforce Solutions Borderplex (WSB) intends to negotiate a contract in response to this RFQ. Any contract awarded will be contingent upon the receipt of sufficient funding from the Texas Workforce Commission (TWC) and other sources. Final contract amounts will depend on the funding actually received and available.

http://www.borderplexjobs.com/contact-us/procurement

The resulting contract will be subject to any changes in legislation, regulations, rules, or policies issued by funding sources, including the U.S. Department of Labor and TWC. General and administrative provisions contained in this RFQ will be incorporated into the final contract.

WSB reserves the right to modify the terms of any contract resulting from this RFQ, including but not limited to:

• Funding levels

• Scope of work

• Service expectations and performance standards related to insurance brokerage services

• Adding related insurance or risk management services

• Adjusting funding sources

• Shortening the contract period

All modifications will be made as deemed necessary and in WSB's best interest.

1.8 Contract Term

Workforce Solutions Borderplex (WSB) may award one or more contracts for the services outlined in the Scope of Work in this RFQ.

WSB reserves the right to negotiate up to four (4) additional one-year renewal terms, contingent upon satisfactory performance, continued need, and availability of funds. A contractor performance evaluation related to the delivery of insurance brokerage services may be conducted at the end of each contract term.

It is the intent of WSB to execute a contract for an initial twelve (12) month period, with the option to renew it for up to four (4) additional one-year periods. Renewal is at the sole discretion of WSB and will be provided with thirty (30) days' written notice prior to the end of the current term. The total contract term shall not exceed sixty (60) months (five years).

WSB reserves the right to terminate a contract, in whole or in part, at any time for contractor performance issues, noncompliance with contract terms, changes in funding availability, or if termination is determined to be in WSB's best interest.

1.9 Authorized Contact for This Procurement

The authorized Workforce Solutions Borderplex (WSB) contact for this procurement is the Contracts and Procurement Manager. All communication regarding this RFQ must be directed exclusively to this contact.

Contact Information:

Email: procurement@borderplexjobs.com

Phone: (915) 887-2941

Messaging: Use the messaging feature within the Bonfire portal:

Important:

Do not contact any other WSB staff, board members, or representatives regarding this RFQ.

Violations of this communication requirement may result in disqualification.

1.10 Open Records

Submittals submitted in response to this RFQ are subject to the Texas Public Information Act, Government Code, Chapter 552, and may be disclosed to the public upon request. Therefore, any confidential, privileged, or proprietary information contained within a submittal must be clearly identified by the Offeror in the submittal itself (each applicable page clearly marked). Such information will be kept confidential by Workforce Solutions Borderplex to the extent permitted by State law.

1.12 Misrepresentation

If, at any point during the RFQ process, it is determined that a Respondent has made a false statement, misrepresentation, or provided inaccurate information, the Respondent may be disqualified and removed from the RFQ process.

1.13 Eligibility to Submit

All offerors of the requested goods and/or services are eligible to respond to this RFQ. Small businesses and businesses certified under the Veteran Heroes United in Business (VetHUB) Program are strongly encouraged to participate.

Entities that are debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation or receipt of funds from any federal department or agency are not eligible to respond to this RFQ or receive a contract.

Compliance Note:

WSB will verify the eligibility status of all Respondents through applicable federal and state databases, including the System for Award Management (SAM.gov) and other relevant sources. Any entity found to be ineligible will be disqualified.

Part 2 – General Provisions and Administrative Guidelines

2.1 Governing Provisions and Administrative Requirements

This section outlines the governing provisions, administrative requirements, and general conditions that apply to all contracts resulting from this RFQ. These provisions complement, but do not replace, the Procurement Standards and Submission Requirements described in Sections 1.5–1.10. Offerors must comply with all requirements in this RFQ and applicable federal, state, and local regulations.

a) Intent of the RFQ The intent of this RFQ is to identify qualified and experienced insurance brokerage firms capable of providing the services described herein. Selection will be based on demonstrated qualifications, experience, and overall best value to WSB.

b) Ownership and Use of Submittals All submittals submitted to Workforce Solutions Borderplex (WSB) become the exclusive property of WSB and may be reprinted, published, or distributed as deemed appropriate, subject to applicable open records laws.

c) Basis for Contract If accepted, the submittal will serve as the basis for the contract scope of work. Successful submittals may become contractual obligations; failure to honor representations may result in cancellation and recovery of damages.

d) No Obligation or Commitment This RFQ does not constitute a purchase agreement or contract, nor does it commit WSB to pay for any costs incurred in preparing a submittal or prior to the execution of a formal contract unless specifically authorized in writing by WSB.

e) WSB Rights WSB reserves the right to:

• Accept or reject any or all submittals.

• Cancel or reissue this RFQ in whole or in part.

• Modify this RFQ or contract terms, including shortening, extending, or adjusting the scope, with 30-day written notice prior to renewal.

• Withdraw or reduce awards if funding becomes unavailable or due to legislative changes.

• Impose additional requirements during the contract term.

• Conduct reviews of records, systems, and procedures before or after award.

• Contact references or other sources to verify Offeror qualifications and performance.

• Negotiate final contract terms and amend agreements as needed.

f) Procurement Method This is a negotiated procurement using the Request for Qualifications method. Selection and award will be based on the submittal offering the best value to WSB, not necessarily the lowest price.

g) Compliance and Integrity

• Offerors must not engage in activities that restrict competition. Violations may result in disqualification.

• Offerors must not offer gratuities or anything of value to WSB representatives to influence procurement.

• Offerors must not attempt to lobby or influence WSB representatives regarding this procurement.

• No WSB representative shall participate in contract selection if a conflict of interest exists.

h) Original Work Requirement All submittals must be original work. Unauthorized use of others' work may result in disqualification.

i) Public Information Act Under Texas Government Code Section 552.003, WSB is subject to the Texas Public Information Act. If a Respondent believes any information qualifies for an exception, it must clearly indicate which information is deemed confidential and state the grounds for the exception.

2.2 Administrative Requirements

a) Training and Technical Assistance WSB will provide training and technical assistance regarding its policies and procedures.

b) Contractor Responsibilities Contractor employees remain under the contractor's exclusive control. The contractor is responsible for all personnel matters, including hiring, discipline, termination, supervision, background checks, and training.

c) Insurance Requirements Proof of insurance is not required at the time of submittal; however, the selected Offeror will be required to obtain and provide proof of all insurance coverages specified herein prior to commencing work under a contract resulting from this RFQ. Workforce Solutions Borderplex must be listed as an additional insured where applicable. All required insurance policies must remain in full force and effect throughout the contract. Any changes to insurers, coverage, deductibles, or coverage cancellation must be reported to WSB immediately.

• Commercial General Liability – $500,000 per occurrence / $1,000,000 aggregate.

• Automobile Liability (if applicable) – $100,000 per occurrence / $300,000 aggregate / $100,000 property damage.

• Workers' Compensation – Statutory limits as required by Texas law.

• Professional Liability / Errors & Omissions (required for insurance brokerage services):

o $1,000,000 per claim o $2,000,000 aggregate

• The contractor is responsible for maintaining Errors and Omissions insurance at its own expense.

• Additional Coverage – As may be required by specific contract terms.

Important Notes:

• Certificates of Insurance (COIs) must be current and valid for the full contract term.

• Vendors are responsible for submitting renewal COIs prior to expiration.

• Contracts or purchase orders may be delayed or suspended until valid COIs are received.

2.3 General Conditions

1. WSB reserves the right to negotiate the final terms of any and all contracts or agreements with the selected Respondent.

2. WSB reserves the right to negotiate with a Respondent after submittals are reviewed if such action is deemed to be in the best interest of WSB.

3. All costs directly or indirectly related to preparing a response to this RFQ or participating in any oral presentation shall be the sole responsibility of the Respondent.

4. WSB intends to contract with an entity that will perform the primary functions of the contract. The Contractor may subcontract portions of the work described herein, provided that any subcontracting arrangements are disclosed in the Respondent's submittal and approved by WSB.

5. Compensation for services rendered under any resulting contract shall be negotiated in accordance with the scope of services and may be based on commission, fees, or other mutually agreed-upon compensation structures appropriate for professional insurance brokerage services.

6. The selected Respondent may be subject to pre-award reviews or responsibility determinations, including verification of licensure, insurance coverage, financial stability, and administrative capacity, as deemed necessary by WSB to ensure the Respondent’s ability to perform the contract.

2.4 Cone of Silence

WSB's Cone of Silence was adopted to ensure a fair and competitive bidding environment by preventing communication between WSB officials, employees, or representatives and parties involved in the bidding process that could create an unfair advantage to any party regarding the award of a WSB contract.

The Cone of Silence period begins on the day that the Request for Qualifications (RFQ) is advertised and ends on the day that a contract award is made. The Cone of Silence prohibits any communication or lobbying activities during the Cone of Silence period by any person, including but not limited to Respondents, lobbyists, or consultants of Respondents, service providers, or potential vendors, and any of the following:

WSB Board members, WSB staff, and associated parties are precluded from entertaining any questions outside the Respondents' conference and/or the written question process described below. Potential applicants are asked to respect these conditions by not making personal requests for assistance.

Unauthorized methods or sources of responses or clarification are considered invalid. Any violation of this process may result in the disqualification of a Respondent.

2.5 Inquiry and Protest Procedures

a) Debriefing The purpose of a debriefing is to provide transparency in the procurement process and help Respondents understand how their submittals were evaluated. Debriefings are intended to:

• Explain WSB's submittal evaluation system.

• Review how the Respondent's submittal was scored or ranked.

• Offer constructive feedback to help improve future submissions.

During the debriefing, WSB staff and/or independent evaluators will meet with the requesting party to review:

1. The overall evaluation process.

2. The Respondent's individual scoring and ranking.

Important Notes:

• Debriefings are not an opportunity to access confidential or proprietary information belonging to other Respondents.

• WSB will provide as much information as legally permissible but must comply with restrictions on disclosure.

• Examples of restricted information include proprietary data and evaluation details of other submittals.

Debriefings serve as an educational tool for Respondents, providing WSB with valuable feedback to improve future procurements.

Debriefing Requests Respondents seeking a debriefing must submit a written request within ten (10) business days of receiving WSB's notification of the procurement decision. The purpose of the debriefing is to provide information on the procurement process and explain how the Respondent's submittal was evaluated and ranked.

WSB will acknowledge receipt of the request in writing within three (3) business days, confirming the date and time of the scheduled debriefing. Debriefings will be scheduled as promptly as possible and no later than ten (10) business days from the date WSB receives the written request.

b) Written Notice of Appeal If, after the debriefing, the appealing party wishes to continue with the appeal process, they must submit a Written Notice of Appeal to WSB within ten (10) business days of the debriefing date.

The notice must clearly state that it is an appeal and include the following information:

• The solicitation being appealed (e.g., RFQ number and date).

• The name, address, phone number, and fax number of the appealing party.

• The specific grounds for the appeal.

• Any relevant documents in the Respondent's possession or control that are material to the consideration of the appeal.

The Notice of Appeal must be sent by registered mail or hand-delivered (request a receipt), clearly marked externally as “Dated Material,” and addressed to:

Workforce Solutions Borderplex, Inc.

Attn: Mariel Soto, Organizational Effectiveness and Research

304 Texas Ave., Suite 1400 El Paso, Texas 79901

Important Requirements:

• Notices sent by telefax, facsimile, or e-mail will not be accepted at any stage of the appeals process.

• WSB will provide written acknowledgment of receipt within five (5) business days, which will include instructions for completing the appeal process and the date, time, and location of the Informal Hearing.

c) Informal Hearing An Informal Hearing will be held at WSB offices within ten (10) business days of WSB's receipt of the Notice of Appeal. The Hearing Officer, or a designated representative, will conduct the hearing and meet with the appealing party to review the specific concerns and grounds for appeal identified in the Notice of Appeal.

The Hearing Officer may recommend to WSB's Chief Executive Officer any appropriate actions permitted under the program's funding source rules and regulations, and consistent with WSB's Procurement Policies, to resolve the issue. If the appealing party agrees with the resolution, the appeal process will conclude at this stage.

d) Request for Formal Hearing

If the appealing party is not satisfied with the outcome of the Informal Hearing, they must notify the Hearing Officer in writing within five (5) business days of the Informal Hearing date of their intent to proceed with a Formal Hearing.

The request must be submitted in writing and delivered to WSB in accordance with the same instructions for submitting a Notice of Appeal. Within ten (10) business days of receiving the request, WSB will provide written notice confirming the next steps.

e) Formal Hearing and Final Decision The Formal Hearing will be conducted within fifteen (15) business days of WSB's receipt of the request. An Independent Hearing Examiner (IHE) will preside over the hearing, review all facts presented, and consider the grounds for appeal and requested remedies.

IHE may request additional information as needed. After a full review, the IHE will issue a written decision no later than sixty (60) days from the date of the original Notice of Appeal. The IHE's decision is final and concludes the appeal process at the local level.

f) Miscellaneous The Informal and Formal Hearing process serves as the administrative grievance procedure required by applicable law. All protests or disputes that reach the formal appeal stage will be reported to the Texas Workforce Commission.

Part 3 – Scope of Work and Specifications

Workforce Solutions Borderplex is a public, nonprofit workforce development organization operating multiple offices and programs that serve the Borderplex region. WSB maintains insurance programs to support its facilities, operations, staff, and programs, and seeks an experienced broker capable of managing coverage for a multi-site public organization

The selected insurance broker will be expected to provide comprehensive brokerage and risk management services, including but not limited to the following:

3.1 Insurance Program Review

• Review existing insurance policies and coverage limits

• Identify coverage gaps, overlaps, or cost-saving opportunities

• Evaluate risk exposures related to operations, facilities, programs, and personnel

3.2 Marketing and Placement of Coverage

• Market insurance coverage to reputable, financially stable insurance carriers

• Negotiate policy terms, conditions, limits, and premiums on behalf of WSB

• Assist with the placement and annual renewal of insurance policies

3.3 Required Lines of Coverage

Recommendations may include, but are not limited to:

• General Liability

• Property Insurance

• Workers' Compensation

• Automobile Liability

• Professional / Errors and Omissions Liability

• Cyber Liability

3.4 Ongoing Support Services

• Assist with claims coordination and carrier communication

• Provide ongoing risk management and loss prevention recommendations

• Conduct periodic policy reviews as organizational needs evolve

• Provide timely customer service and broker support

3.5 Minimum Qualifications

• Responding firms must meet the following minimum qualifications:

• Must be a licensed insurance broker authorized to conduct business in the State of Texas

• Minimum of five (5) years of experience providing insurance brokerage services to public agencies, nonprofit organizations, or similarly structured entities

• Demonstrated experience managing insurance programs for multi-site organizations

• Established relationships with reputable and financially stable insurance carriers

• Demonstrated ability to provide responsive customer service and ongoing risk management support

• Firms that do not meet these minimum qualifications may be deemed non-responsive.

3.6 Statement of Qualifications Requirements

Firms shall submit a Statement of Qualifications that includes, at a minimum, the following information:

A. Firm Overview

a. Company history and background

b. Ownership structure

c. Office location(s) and length of time in business

B. Relevant Experience

a. Description of experience providing insurance brokerage services to public-sector or non-profit organizations

b. Experience with organizations of similar size, structure, or complexity

C. Key Personnel

a. Identification of the primary account manager and support staff

b. Summary of qualifications, licenses, and relevant experience

D. Service Approach

a. Description of the firm's approach to risk assessment, coverage placement, renewals, and client service

b. Description of claims support and risk management services

E. Insurance Market Access Description of insurance carriers and markets accessible through the firm F. Compensation Structure

a. Explanation of broker compensation, including commission-based and/or fee-based structures

b. Disclosure of any potential conflicts of interest

G. References At least three (3) references from current or recent clients with similar insurance needs

Part 4 - Evaluation Process

4.1 Evaluation and Submission Requirements

Workforce Solutions Borderplex (WSB) will evaluate Statements of Qualifications submitted in response to this Request for Qualifications (RFQ) to identify one or more Respondents whose qualifications, experience, capacity, and demonstrated performance are most advantageous to WSB.

Selection will be based on the Respondent's demonstrated ability to successfully perform the services described in this RFQ. Cost may be requested for informational purposes, if applicable, but is not the sole or primary factor in the evaluation of qualifications.

This RFQ may result in the selection of one or more qualified Respondents. Selection does not guarantee a contract award. WSB reserves the right to negotiate contracts, issue task orders, or release subsequent solicitations among qualified Respondents, as needed.

Responses to the evaluation questions will be grouped and scored under the evaluation criteria listed above. Individual question scores will be aggregated to determine the total score for each evaluation area

Evaluation Area Maximum Points Firm Experience and Qualifications 30 Insurance Market Access and Carrier Relationships 20 Qualifications of Key Personnel 20 Service and Claims Support Approach 15 Compensation Transparency 10 Responsiveness and Completeness 5 Total 100

Evaluation Process

The evaluation process will include the following steps:

An initial review to determine responsiveness and compliance with the RFQ requirements.

Only responsive submissions will be evaluated by an evaluation panel using a standardized evaluation instrument.

Evaluation and scoring of qualifications based on the criteria outlined in this RFQ.

Presentation of evaluation results, scoring, and recommendations to WSB management and/or the Chief Executive Officer, as appropriate.

Submission Requirements

Each Respondent must submit a complete Statement of Qualifications that addresses all required sections of this RFQ and includes all required forms and documentation. Failure to submit a complete response may result in disqualification.

Non-Responsive Submittals

A submission may be deemed non-responsive and removed from further consideration for, but not limited to, the following reasons:

• Failure to follow the prescribed format or submission instructions.

• Failure to sign and submit the Cover Sheet and/or required Assurances and Certifications.

• Failure to include one or more required attachments or documents specified in this RFQ.

Oral Presentations

WSB may, at its discretion, invite one or more Respondents to participate in oral presentations or interviews as part of the qualifications evaluation process. Oral presentations are intended to clarify information contained in the Statement of Qualifications and to further assess the Respondent's experience, capacity, and ability to perform the required services.

If conducted, oral presentations will be held in person. WSB will schedule the date, time, and location and provide notice to invited Respondents.

The objectives of oral presentations may include:

• Clarifying aspects of the Respondent's qualifications or experience.

• Confirming the Respondent's capacity, staffing, and resources.

• Assessing the Respondent's understanding of the scope and compliance requirements.

Respondents must submit the following information and documentation, as applicable:

1. Respondent Information

2. Statement of Qualifications, including:

• Executive Summary

• Firm Overview and Experience

• Organizational Capacity and Qualifications

– Organizational chart (if applicable)

– Identification of key personnel and résumés

• Service approach and claims support methodology

• Insurance market access

• Compensation structure

• References

3. Cost Information (if requested)

• Provided for informational purposes only and not scored, unless otherwise stated

4. Franchise Tax Account Status (Respondent provided)

5. Proof of required insurance coverage (Respondent provided)

6. Assurances and Certifications signed by an individual with contract signature authority

7. Veteran Heroes United in Business (VetHUB) Certificate (if applicable)

Veteran Heroes United in Business (VetHUB) Program (5 Points, Tie Breaker)

In the event that two (2) or more responsive and responsible submissions receive the same final score, Workforce Solutions Borderplex will apply a tie-breaker preference in accordance with the Veteran Heroes United in Business (VetHUB) Program, as administered by the Texas Comptroller of Public Accounts.

A Respondent that is certified as a VetHUB business at the time of solicitation closing—and that has provided:

Its VetHUB Certification Number on the Cover Sheet; and

A copy of the current VetHUB Certificate, issued by the Texas Comptroller of Public Accounts, will be awarded five (5) tie-breaker points. Certification status will be verified through the State of Texas VetHUB directory. The VetHUB preference is applied solely as a tie-breaker and does not guarantee an award.

The tie-breaker points will not be added to the Respondent's total evaluation score and will be used solely for the purpose of resolving a tie between two or more otherwise equally scored submissions.

If a tie persists after application of the VetHUB tie-breaker, Workforce Solutions Borderplex will apply the solicitation's stated award methodology (e.g., best value or lowest responsive and responsible, as applicable) to determine the final award.

Additional information regarding the VetHUB program and certification requirements is available at:

https://vethub.gob2g.com/