Notice of Intent~58.pdf
PDF 513 KB Posted
- Attached to
- Property and Casualty Brokerage Services
- Solicitation number
- HR-23-308
- Issued by
- California
About this file
This is a Notice of Intent to Award and supporting evaluation documentation for Request for Proposals No. RFP HR-23-308 issued by the City of Long Beach for Property and Casualty Brokerage Services. The RFP was released on July 1, 2025, with a proposal submission deadline of August 12, 2025. The selected firm will serve as a consultant providing expert guidance on insurance coverage specific to municipal needs, including excess municipal liability, property, airport, and other specialized coverage to ensure seamless continuity for the City's Property and Casualty Liability insurance coverage. Two responsive proposals were received and evaluated by representatives from the Department of Human Resources and the City Attorney's Office. The City intends to award the contract to Alliant Insurance Services, Inc., of Irvine, California, which achieved a final evaluation score of 95 out of 100 possible points. Work shall not commence without a signed purchase order from the City.
The evaluation committee assessed proposals using four weighted criteria: Organizational Capacity & Experience (35 percent), Method of Approach (25 percent), Communications & Reporting (20 percent), and Reasonableness of Cost (20 percent). Organizational capacity and experience evaluation included demonstrated experience providing brokerage services to municipalities or similar organizations, expertise in risk management and insurance solutions, and review of references from comparable clients. The method of approach criterion assessed the firm's ability to develop proactive strategies tailored to the City's risk profile, conduct thorough risk assessments, and implement effective risk mitigation strategies. Communications and reporting evaluation examined the firm's technology capabilities for risk management, claims processing, reporting mechanisms, and overall responsiveness and communication effectiveness. Cost reasonableness evaluation included assessment of fee structure transparency, competitiveness of pricing, commissions, additional charges, and cost-effectiveness relative to the City's budgetary constraints and expected service value.
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Text version
December 05, 2025
RE: NOTICE OF INTENT TO AWARD
REQUEST FOR PROPOSALS No. RFP HR-23-308
The City of Long Beach (City) has completed its evaluation of Request for Proposals (RFP) No. HR-23-308 for Property and Casualty
Brokerage Services. Two responsive proposals were received and evaluated. Based on the evaluation criteria stated in the RFP, and analysis of the response, it is the City’s intent to award the contract to:
• Alliant Insurance Services, Inc., of Irvine, CA
Thank you for your participation in the procurement process. The City of Long Beach regards your firm as an important and valuable provider of goods and/or services. If I can answer any further questions, please feel free to contact me at (562) 570-6895 during normal business hours or by email at rfppurchasing@longbeach.gov.
Sincerely, Keisha Sanker Keisha Sanker, Procurement Analyst I
NOTE: This Notice of Intent to Award does not constitute an award.
The awarded vendor will receive a purchase order from the City of
Long Beach. Work shall not commence without a signed purchase order.
Financial Management Business Relations Bureau/Purchasing Division
411 West Ocean Blvd., Long Beach, CA 90802
(562) 570-6200 mailto:rfppurchasing@longbeach.gov
Date: October 25, 2025
To: Michelle Wilson, Purchasing Agent, Department of Financial Management
From: Bryce Tyler, Director of Human Resources
Subject: RFP HR-23-308 Property and Casualty Brokerage Services
A Request for Proposal (RFP) HR-23-308 was released on July 01, 2025, soliciting proposals from qualified insurance brokerage firms to provide seamless continuity for its Property and Casualty Liability insurance coverage. The selected firm will act as a consultant, offering expert guidance on a variety of insurance coverage specific to municipal needs, including excess municipal liability, property, airport, and other specialized coverage.
Two organizations submitted a proposal by the August 12, 2025, deadline. The proposal was evaluated by representatives from the Department of Human Resources and the City Attorney’s Office. The proposals were evaluated based upon the following criteria:
CRITERIA Weight
1. Organizational Capacity & Experience Demonstrated experience in providing brokerage services, particularly for municipalities or similar organizations.
Experience in risk management, insurance solutions, and qualifications of key personnel.
Review of references from similar clients.
35%
2. Method of Approach Proactive strategies tailored to the City's risk profile and insurance needs.
Firm’s ability to conduct thorough risk assessments, provide tailored solutions, and implement effective risk mitigation strategies.
25%
3. Communications & Reporting Effective use of technology and clear communication Evaluate the firm’s technology for risk management, claims processing, and reporting. Assess their responsiveness, reporting mechanisms, and overall communication effectiveness with the City.
20%
4. Reasonableness of Cost Transparency and competitiveness of pricing.
Review the fee structure, including commissions and additional charges.
Assess cost-effectiveness relative to the City’s budgetary constraints and expected value from services provided.
20%
Memorandum
October 10, 2025 Selection of RFP HR-23-308 Property and Casualty Liability Brokerage Services
After a thorough review of all proposals, the selection committee determined that Alliant Insurance Services, Inc., of Irvine, CA best satisfied all requirements in accordance with the criteria stated in the RFP. The final score of the evaluated proposal is 95% out of the possible 100.
Approved by Purchasing:
Michelle Wilson, Purchasing Agent Date for 12/05/25
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