Exhibit A - Proposal Checklist~1.pdf
PDF 187 KB Posted
- Attached to
- Insurance Agent (Broker) of Record
- Solicitation number
- S-R09145-00009897
- Issued by
- Deschutes County, Oregon
About this file
The document provided is an Exhibit A - Proposal Checklist for a request for proposals (RFP) issued by a district seeking an Insurance Agent (Broker) of Record for property, casualty, workers compensation, and related lines of commercial insurance, and risk management consulting services. The RFP specifies the required proposal contents, including a Proposer Information and Certification form, a Fee Proposal, and a Technical Proposal addressing the Project Description and Approach, Experience and Qualifications, and Project Team. The RFP is applicable to Deschutes County and the City of Bend in Oregon. Prospective Proposers must offer policies through Special Districts Insurance Services and SAIF Corporation.
The document also includes a sample agreement, which is provided for Proposers' reference and review, but is not required to be returned with the Proposal. The RFP does not provide details on pricing terms, set asides, incumbents, funding requirements and sources, or any other salient information beyond the proposal requirements and the state and local jurisdictions involved.
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Text version
EXHIBIT A
PROPOSAL CHECKLIST
PROPOSAL CHECKLIST
INSURANCE AGENT OF RECORD
Template 04.28.2023
This checklist is provided for the Proposer’s convenience in assembling your Proposal and is not required to be returned. The District does not guarantee that all requirements of this RFP are represented below, it is Proposer’s sole responsibility to ensure its Proposal contains all elements required by this RFP, and applicable law and administrative rule.
The following Proposal content and attachments should be returned with the Proposal:
☐ Exhibit B – Proposer Information and Certification as specified in section 3.5(a)(1).
☐ Fee Proposal as specified in section 3.5(a)(2).
☐ Technical Proposal as specified in section 3.5(b), including:
☐ Project Description and Approach as detailed in section 3.5(b)(1);
☐ Experience and Qualifications as detailed in section 3.5(b)(2); and
☐ Project Team as detailed in section 3.5(b)(3).
Proposers are encouraged to use the following exhibit to identify their Proposal, it is provided for
Proposers convenience and is not required.
Exhibit C – Proposal Label
The following exhibit is not to be returned with the Proposal, but is provided for Proposers reference and review as described in the RFP.
Exhibit D – Sample Agreement
– END OF EXHIBIT A –
File details come from the government source that posted it. Updated .