RFP Commerical Insurance Brokerage Services Score Sheet.xlsx
XLSX spreadsheet 64 KB Posted
- Attached to
- Comprehensive Insurance Brokerage Services for Tribal Government and Affiliated Entities
- Solicitation number
- S-X06001-00015939
- Issued by
- Coos County, Condon City, Oregon
About this file
This is a proposal evaluation score sheet for the Confederated Tribes of Coos, Lower Umpqua and Siuslaw Indians (CTCLUSI) Tribal Government's Request for Proposal for Comprehensive Insurance Brokerage Services. The RFP solicits commercial insurance brokerage services to support the tribe's risk management needs across property, liability, and workers' compensation coverage. Bidders are required to submit proposals via email to njohnson@ctclusi.org in Word or PDF format. The evaluation process employs a 200-point scoring system to assess qualified vendors based on predetermined criteria and weighted scoring categories.
The scoring rubric emphasizes vendor experience and alignment with tribal governance, allocating significant points to firm history and ownership (30 points), compensation disclosure and fee structures (30 points), and overall strategic fit (20 points). Additional evaluation criteria address vendor expertise in areas specific to tribal government operations, including sovereign immunity, self-governance, federal tort claims compliance, and OSHA regulations (10 points); loss control services (20 points); claims management services (10 points); references from similar-sized tribal governments (10 points); quality assurance processes (10 points); technological resources (5 points); actuarial services (5 points); experience with tribal business ventures (10 points); and support for Indian Preference initiatives (10 points). The RFP prioritizes vendors with experience serving federally recognized Indian tribes and those with Native American ownership or control of represented insurance carriers.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| RFP Commerical Insurance Brokerage Services.docx | DOCX document |
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Sheet1
| CONFEDERATED TRIBES OF | ||
| COOS, LOWER UMPQUA AND SIUSLAW INDIANS | ||
| TRIBAL GOVERNMENT | ||
| 1245 Fulton Avenue - Coos Bay, Oregon 97420 | ||
| Telephone (541)888-9577 Toll Free 1-888-280-0726 Fax: (541)888-2853 | ||
| Proposal Score Sheet | Possible Score | Score |
1 Describe the history and ownership of your firm. If you are a branch office of a National or Regional firm, please design most of your response describing the primary office that will service our account, and its structure. 30
2 Identify any insurance carriers represented by your firm that have Native Americans as majority owners. Please include specific details about the Tribal ownership structure. Identify all insurance carriers you can shop for our insurance with. Please indicate the careers’ financial rating and indicate any that are Native owned or controlled. 10
3 Provide names, titles, length of tenure and brief background information on key employees of your office(s) that would be assigned to the CTCLUSI’s account. Phone numbers, including extension and email addresses, should also be provided. 5
4 Describe in detail your firm’s experience working with Federally Recognized Indian Tribes. 5
5 Explain the process you will employ to evaluate the insurance needs and objectives of the CTCLUSI and how those needs fit best with specific insurance carriers in the marketplace. 10
| 6 | Describe in detail your firm’s level of expertise in the following areas: | 10 |
| i. Sovereign Immunity and Tribal Self-Governance | ||
| ii. OR State Workers’ Compensation statutes | ||
| iii. OR State Workers’ Compensation statutes | ||
| iv. OR State Employment Security Department regulations | ||
| v. Federal Tort Claims Act | ||
| vi. Americans with Disabilities Act | ||
| vii. OSHA Compliance | ||
| viii. Other Regulations applicable to Tribal Governments |
7 Provide a list of three (3) Tribal Governments similar in size to the CTCLUSI that your firm currently places Property and Liability and Workers’ Compensation coverage. These references should include the name of the tribal entity, the name of your main contact, the individual’s direct phone number, and an e-mail and/or mailing address. Also indicate the line of coverage provided to these clients and the length of service. Only list those references who give the CTCLUSI full permission to contact them. 10
8 Describe your firm’s process for quality assurance. 10
| Proposal Score Sheet | Possible Score | Score | |
| 9 | As tribes continue to invest in a wide variety of business ventures, explain how your firm will be prepared to accommodate the unique insurance requirements associated with these ventures. Specific experience in dealing with these issues, with examples of exposures covered and unique risk management approaches employed should be noted. | 10 |
10 Illustrate ways in which your firm has supported Indian Preference initiatives and tribal communities in general. 10
11 What Loss Control services are available from your firm? Note that this should not include any loss control services provided by your insurance carriers or any other third-party, only those services provided directly by your office(s). Please identify the team member(s) along with their contact information. 20
12 What claim management services are provided by your firm? Note that this should not include any claims management services provided by your insurance carriers or any other third-party, only those services provided directly by your local office. Please identify the team members along with their contact information. Please give a detailed example of claim advocacy provided on behalf of your client(s). 10
13 What actuarial services are available from your firm and disclose any fees that are applicable for the services. 5
14 Describe any technological resources that are available from your firm to assist CTCLUSI with managing its risk and include details about applicable fees for these resources. 5
15 Commissions and Fees - If your proposed method of compensation is through commission paid by insurance carriers, you must fully disclose what the commission percentage is. Furthermore, all fees must be fully disclosed, including but not limited to intermediary fees, wholesale brokerage fees, and inspection fees, whether charged by your company, or any third party. 30
| 16 | Overall, why is your firm best suited to be the strategic risk management partner of CTCLUSI? | 20 | |
| Total | 200 | 0 |
image1.png
File details come from the government source that posted it. Updated .