RFQ 2000003946 Insurance Brokerage Services Providers.pdf

RFQ No. 2000003946 ISSUE DATE: January 27, 2025 TITLE: Insurance Brokerage Services Providers

RQUAL

Los Angeles Unified School District

PROCUREMENT SERVICES DIVISION

333 South Beaudry Avenue, 28th Floor, Los Angeles, CA 90017 Telephone (213) 241-3087 Fax (213) 241-2853

ALBERTO M. CARVALHO CHRISTOPHER D. MOUNT-BENITES

Superintendent Interim Chief Business Officer

KARLA ESTRADA SUNG YON LEE

Deputy Superintendent of Instruction Deputy Chief Business Officer

PEDRO SALCIDO MATTHEW A. FRIEDMAN

Deputy Superintendent of Business Services & Operations Interim Chief Procurement Officer

REQUEST FOR QUALIFICATION LETTER

Date: January 27, 2025

Attention: Interested Insurance Brokers

Subject: REQUEST FOR QUALIFICATIONS (RFQ) NO. 2000003946 Insurance Brokerage Services Providers

The Los Angeles Unified School District (“District” or “LAUSD”) seeks Statements of Qualifications (SOQ’s) from insurance brokers to provide brokerage insurance services to LAUSD contractors and vendors, as outlined in the Statement of Work (SOW) and, Insurance Requirements and Limits Matrix

The District makes no endorsement of any broker that participates in the pool or is invited to be part of the pool, and does not guarantee a level of participation or utilization. Further, the qualified list will be provided to contractors/vendors as a resource, only. The District makes no representation or guarantee that any minimum number of services will be ordered.

Responses to this Request for Qualifications will be received on an ongoing basis.

QUALIFICATION DOCUMENTATION SUBMISSION INSTRUCTIONS

Complete SOQ submission packages must be received via email. All documents must be signed and scanned to PDF format, and must be received via email to nohemi.flores@lausd.net. Due to the District’s email system limits, Respondents are cautioned to keep a 20 MB email size limit. PDF size can be reduced by using products such as Adobe Acrobat DC.

GROUND RULES

1. Any and all expenses incurred by a respondent in connection with this RFQ shall be borne by the respondent, without reimbursement by the District.

mailto:nohemi.flores@lausd.net

2. REFERRAL – LAUSD will publish the list of qualified brokers and refer contractors/vendors to the list as a source for obtaining insurance coverage. Contractors/vendors will have the option to solicit services from any broker on the list but are not required to choose from the list to fulfill their insurance needs.

3. NO GUARANTEE – LAUSD makes no guarantee, representation, or warranty, express or implied, that any request for insurance coverage will be accepted, approved, or fulfilled. LAUSD shall not be held liable or responsible for any actions or decisions made by insurance brokers in response to such recommendations or requests. LAUSD does not guarantee that any contractor/vendor will seek or request brokerage services. LAUSD shall not be held liable or responsible for any actions or decisions made by contractors/vendors. Contractors/vendors and insurance brokers acknowledge and agree that any performance undertaken by the parties is at their own risk and discretion.

4. DIRECT ENGAGEMENT – Contractors/vendors will have the autonomy to directly connect with the brokers on the qualified list to obtain insurance pricing and coverage details. LAUSD will not intervene or provide support for the contractor’s/vendor’s insurance selection. Furthermore, brokers will determine the underwriting standards for each individual potential policyholder.

5. COMPLIANCE – Selected insurance brokers must comply with all applicable laws, regulations, and standards governing insurance practices in the state of California.

QUESTIONS

For any questions regarding this RFQ, please contact the Contract Analyst via email at nohemi.flores@lausd.net.

Sincerely, Nohemi Flores-Escobar Nohemi Flores-Escobar Contract Administration Analyst mailto:nohemi.flores@lausd.net

ISSUE DATE: January 27, 2025

LOS ANGELES UNIFIED SCHOOL DISTRICT

RFQ NO.: 2000003946

INSURANCE BROKERAGE SERVICES PROVIDERS

TABLE OF CONTENTS

Title

INFORMATION AND DIRECTIONS Page

Number General Overview Statement of Work Statement of Qualifications Submittal Package

REFERENCE DOCUMENTS

Exhibit A – LAUSD Insurance Requirements and Limits Matrix

ISSUE DATE: January 27, 2025 TITLE: Insurance Brokerage Services Providers

LOS ANGELES UNIFIED SCHOOL DISTRICT

INFORMATION AND DIRECTIONS

GENERAL OVERVIEW / BACKGROUND

BACKGROUND

As the second largest school district in the nation, the Los Angeles Unified School District (“District” or “LAUSD”) enrolls more than 400,000 students in kindergarten through 12th grade at over 1,200 schools and centers. The District’s boundaries stretch across more than 710 square miles and include the mega-city of Los Angeles along with all or portions of 25 cities and unincorporated areas of Los Angeles County.

The District requires any Contractor, vendor, or service provider doing business with the District, to secure and maintain insurance. See the District’s Insurance Requirements and Limits guidelines for more information: See LAUSD, Insurance Requirements and Limits Matrix, Exhibit A.

A. SCOPE OF SERVICES

The Los Angeles Unified School District (“LAUSD” or “District”) is establishing a pool of insurance brokers (“Brokers”) that can provide comprehensive insurance services to LAUSD contractors/vendors for general and professional services, as well as various events during the academic school year. Brokers must meet all California insurance licensing requirements under applicable federal, state, and/or local law, regulations, or policies, including but not limited to those set forth by the State of California Department of Insurance.

Brokers that respond to this RFQ will be added to a qualified list of providers. Brokers on the list shall underwrite insurance coverage(s) for various categories including commercial automobile, general liability, professional liability, sexual abuse and molestation (SAM), and other applicable forms of insurance coverages for contractors/vendors providing products and/or services to

LAUSD.

END OF GENERAL OVERVIEW

ISSUE DATE: January 27, 2025 TITLE: Insurance Brokerage Services Providers

LOS ANGELES UNIFIED SCHOOL DISTRICT

STATEMENT OF WORK

LAUSD is seeking to engage a pool of highly qualified and experienced insurance brokerage firms to provide comprehensive insurance services. This RFQ is issued to solicit detailed statements of qualifications from brokers interested in delivering these services.

A. SCOPE OF WORK

1. Specifications. Brokers must be able to assist contractors/vendors obtain various types of insurance coverage, including but not limited to the list below. It is preferred that insurance brokers provide all the listed coverages to contractors/vendors. In addition, insurance coverage(s) must meet the minimum insurance limits and adhere to the guidelines and limits as specified in the Insurance Requirements and Limits Matrix o Commercial Automobile Liability Insurance* o Commercial General Liability Insurance* o Cyber Liability Insurance o Professional Liability Insurance o Property Insurance o Sexual Abuse and Molestation Insurance* o Other applicable types of insurance as required by LAUSD

2. *It is preferred that policies be written on an “occurrence” basis. Should policy(ies) require to be written as claims-made basis, tail coverage or coverage extension for a period of five (5) years is required.

3. No Guarantee. LAUSD makes no guarantee, representation, or warranty, express or implied, that any request for brokerage services will be accepted, approved, or fulfilled.

LAUSD shall not be held liable or responsible for any actions or decisions made by insurance brokers in response to such recommendations or requests. LAUSD does not guarantee that any contractor/vendor will seek or request insurance coverage. LAUSD shall not be held liable or responsible for any actions or decisions made by contractors/vendors. Contractors/vendors and insurance brokers acknowledge and agree that any performance undertaken by the parties is at their own risk and discretion.

4. Direct Engagement. Contractors/vendors will have the autonomy to directly connect with the brokers on the qualified list to obtain insurance pricing and coverage details.

LAUSD will not intervene or provide support for the contractor’s/vendor’s insurance

ISSUE DATE: January 27, 2025 TITLE: Insurance Brokerage Services Providers selection. Furthermore, broker will determine the underwriting standards for each individual potential policyholder.

5. Compliance. Selected insurance brokers must comply with all applicable laws, regulations, and standards governing insurance practices in the state of California.

B. REQUIREMENTS

1. California Department of Insurance (CDI) Rules and Regulations.

Insurance brokers shall always comply with the most current CDI rules and regulations for issuing certificates of insurance in the State of California.

2. Ratio of Qualified Staff to LAUSD Vendor Needs.

Insurance brokers shall have adequate staff to provide insurance services and must conform to all LAUSD Insurance Requirements and Limits Matrix, Exhibit A.

C. INDEPENDENT CONTRACTOR

1. Broker shall always represent itself as an independent contractor and shall not represent itself or its employees as employees of LAUSD.

2. Broker shall provide staffing, telephone and/or electronic messaging, clerical support, and direct support to contractors/vendors.

END OF STATEMENT OF WORK

ISSUE DATE: January 27, 2025 TITLE: Insurance Brokerage Services Providers

LOS ANGELES UNIFIED SCHOOL DISTRICT

IINSURANCE BROKERAGE SERVICES PROVIDERS

STATEMENT OF QUALIFICATIONS SUBMITTAL PACKAGE

Statement of Qualifications (SOQs) should adhere to the following requirements and are to be completed in accordance with the directions herein.

1. Submit Proof:

a. Firm Qualifications – Insurance broker firm must be authorized to do business within California and licensed by the State of California, Department of Insurance.

• Provide Certificate of Status from CA Secretary of State to conduct business in California (all policies must be written by a licensed broker not an agent).

b. Insurance Coverage – Insurance broker shall provide proof of insurance coverage.

• Commercial General Liability Insurance

$1,000,000 per occurrence $1,000,000 personal & adv. injury $2,000,000 general aggregate $2,000,000 products/completed operations aggregate

• Errors & Omissions (Professional Liability): $1,000,000 per occurrence/ $2,000,000 aggregate

2. Statement of Qualifications (SOQ) - shall not exceed 5 pages

SOQ shall include a narrative with the following information:

a. Discuss the firm’s specific role and present the firm’s relevant qualifications for performing that role. Include your philosophy, eligibility, background and experience as it relates to the scope of work, site locations of administrative office(s), and insurance programs.

b. Identify the names, address, affiliation, e-mail, and telephone number of key contact person(s).

c. Disclosure of Litigation: Each insurance broker firm (and each subcontractor/joint venture included in the qualified) shall include a complete disclosure of any civil litigation, settlement, arbitration, or proceeding to which it is a party, and which is pending or was concluded within one year from the date of this RFQ. THIS REQUIREMENT IS A CONTINUING DISCLOSURE REQUIREMENT. Any such litigation, settlement, arbitration, or other proceedings commencing after submission of this SOQ shall be disclosed in a written statement to the Contract Administration Analyst within 30 days of its occurrence. Details of settlements that are prevented from disclosure by the terms of the settlement may be annotated as such.

d. Coverage and Services

• Provide details of the insurance products/coverages offered including a summary of coverage options, limits, and exclusions.

• Describe value-added services related to risk management.

• List the potential insurance carriers that can fulfill each insurance coverage.

For example, list carriers that can fulfill the General Liability, list carriers that can fulfill Sexual Abuse & Molestation, etc. See additional coverages in the Insurance Requirements and Limits Matrix

END OF INFORMATION AND DIRECTIONS

ISSUE DATE: January 27, 2025 TITLE: Insurance Brokerage Services Providers

LOS ANGELES UNIFIES SCHOOL DISTRICT

REFERENCE DOCUMENTS

EXHIBIT A

END OF REFERENCE DOCUMENTS