Information & Response Form.docx
DOCX document 21 KB Posted
- Solicitation number
- S-X06001-00018031
- Issued by
- Oregon
About this file
This is an Information & Response Form for an RFQ issued by the Confederated Tribes of the Colville Reservation (CTCLUSI) in Oregon seeking to establish a Contractor Resource List of qualified Surety Bond Agencies and Brokers. The RFQ is designed to identify pre-qualified vendors capable of providing surety bond services for tribal projects and contracting needs. Questions regarding the RFQ must be submitted electronically to procurement@ctclusi.org by October 21st, 2026 at 5:00 PM PST. Completed bids and responses must be submitted electronically to the same email address no later than October 30th, 2026 at 5:00 PM PST. The form serves as the official vehicle for interested surety bond agencies and brokers to provide their qualifications, capabilities, and relevant information for consideration and inclusion on the final approved contractor resource list.
The document establishes a streamlined procurement process for identifying qualified surety bond service providers without specifying individual pricing terms or contract amounts in advance. The resource list approach allows CTCLUSI to pre-qualify multiple vendors to support future bonding needs as they arise throughout the fiscal year. No specific incumbents are identified, indicating this is an open competitive process. No renewal options or contract term lengths are specified, as the resource list structure provides ongoing vendor availability for as-needed bonding services.
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| File | Type | Posted |
|---|---|---|
| RFQ Surety Bond Agencies and Brokers - Contractor Resource List.docx | DOCX document |
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Text version
CONFEDERATED TRIBES OF COOS, LOWER UMPQUA
AND SIUSLAW INDIANS
BONDING AGENCY / BROKER INFORMATION AND RESPONSE FORM
For Potential Inclusion on a Contractor Bonding Resource List Purpose: CTCLUSI is gathering information from qualified bonding agencies and brokers that may assist contractors seeking bid, performance, payment, license, permit, or other bonds. Completion of this form does not create a contract, guarantee inclusion on a resource list, constitute an endorsement, or guarantee referrals or business.
1. Respondent Information Legal Business Name
DBA / Trade Name
| Business Type |
| ☐ Bonding agency ☐ Independent broker ☐ Surety company ☐ Other: __________ |
Primary Contact / Title
Business Address
City / State / ZIP
Phone
Website
Years in Business
Federal Tax ID (last 4 digits only)
UEI, if applicable
| SAM.gov Status, if applicable |
| ☐ Active ☐ Inactive ☐ Not registered |
2. Licensing and Authority Oregon Producer / Agency License No.
License Expiration Date
Other State Licenses
Resident State
| Authorized to Place Surety Bonds in Oregon? |
| ☐ Yes ☐ No |
| Treasury-Listed Sureties Available? |
| ☐ Yes ☐ No ☐ Varies by account |
| Professional Liability / E&O Coverage |
| Carrier: ______________ Limit: __________ Exp.: ________ |
3. Ownership and Business Certifications
| ☐ Tribal-owned enterprise |
| ☐ Native American-owned |
| ☐ Minority-owned |
| ☐ Woman-owned |
| ☐ Veteran-owned |
| ☐ Small business |
| ☐ Disadvantaged business |
| ☐ None of the above |
4. Bonding Services Offered
| ☐ Bid bonds |
| ☐ Performance bonds |
| ☐ Payment bonds |
| ☐ Maintenance / warranty bonds |
| ☐ License and permit bonds |
| ☐ Court / fiduciary bonds |
| ☐ Commercial surety bonds |
| ☐ Federal contract bonds |
☐ Other: __________________
5. Geographic and Contractor Service Capacity
| Service Area |
| ☐ Oregon ☐ Pacific Northwest ☐ Other: __________ |
| Contractor Types Served |
| ☐ General ☐ Specialty trades ☐ Emerging / small contractors ☐ Other: ______ |
| Typical Single-Bond Capacity |
| $ |
| Typical Aggregate Program Capacity |
| $ |
| Smallest Bond Normally Placed |
| $ |
| Largest Bond Placed in Past 3 Years |
| $ |
| Can Support Contractors New to Bonding? |
| ☐ Yes ☐ No |
| Can Support SBA Surety Bond Guarantee Program? |
| ☐ Yes ☐ No ☐ Not applicable |
Describe services for small, emerging, Tribal, or historically underserved contractors:
6. Surety Markets and Underwriting Primary Surety Companies Represented
| Market Access |
| ☐ Direct appointments ☐ Brokerage access ☐ Both |
A.M. Best / Financial Ratings
| Typical Underwriting Documents |
| ☐ Application ☐ Financial statements ☐ Bank letter ☐ Work history |
☐ Work-in-progress schedule ☐ References ☐ Credit authorization ☐ Other: ______
| Collateral May Be Required? |
| ☐ Yes ☐ No ☐ Depending on risk |
| Personal Indemnity May Be Required? |
| ☐ Yes ☐ No ☐ Depending on risk |
| Alternative / Flexible Underwriting Available? |
| ☐ Yes ☐ No |
Describe underwriting flexibility, credit considerations, collateral alternatives, and applicant support:
7. Process, Turnaround, and Contractor Support Typical Initial Review Time
Typical Bond Issuance Time
| Electronic Bond Capability |
| ☐ Yes ☐ No Platform(s): __________________ |
| Original / Sealed Bond Delivery |
| ☐ Courier ☐ Mail ☐ Other: ______________ |
| After-Hours / Urgent Support |
| ☐ Yes ☐ No |
| Dedicated Account Contact |
| ☐ Yes ☐ No |
| Contractor Education / Technical Assistance |
| ☐ Yes ☐ No ☐ By arrangement |
Briefly describe the application, review, approval, issuance, and renewal process:
8. Fees, Premiums, and Compensation Typical Premium Basis / Range
| Minimum Premium |
| $ |
Broker / Service Fees
Application or Credit Review Fees
Cancellation / Renewal Fees
| Compensation Disclosure |
| ☐ Commission paid by surety ☐ Contractor-paid fee ☐ Other: ______ |
Identify any other charges or conditions affecting contractor cost:
10. Experience and References
| Experience With Tribal Governments / Enterprises |
| ☐ Yes ☐ No Years: ______ |
| Experience With Public Works / Federally Funded Work |
| ☐ Yes ☐ No Years: ______ |
Approximate Bonds Issued Annually
| Approximate Annual Bonded Volume |
| $ |
11. Disclosures
| License Suspended, Revoked, or Restricted in Past 5 Years? |
| ☐ No ☐ Yes - explain below |
| Regulatory or Disciplinary Action in Past 5 Years? |
| ☐ No ☐ Yes - explain below |
| Material Litigation Related to Bonding Services? |
| ☐ No ☐ Yes - explain below |
| Federal, State, or Tribal Debarment / Exclusion? |
| ☐ No ☐ Yes - explain below |
| Actual or Potential Conflict of Interest With CTCLUSI? |
| ☐ No ☐ Yes - explain below |
For each Yes response, provide the date, jurisdiction, current status, and explanation. Attach additional pages if needed.
12. Certification and Signature By signing below, the respondent certifies that the information submitted is true, current, and complete to the best of the signer’s knowledge; that the respondent is properly licensed and authorized to provide the identified services; and that CTCLUSI may verify the information and contact the listed references. The respondent agrees to notify CTCLUSI of material changes. The respondent understands that CTCLUSI may add, decline to add, suspend, or remove a respondent from any resource list at its discretion, and that contractors remain responsible for independently evaluating and selecting their own bonding provider.
Authorized Representative
Title
Signature
Date
Email / Phone
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