RFSQSolicitationAppendixA-GandJ.pdf

This is a Request for Statement of Qualifications (RFSQ) Appendix document outlining qualifications and evaluation criteria for risk management and insurance consulting services in California. The solicitation, designated CAC 2016-01, seeks qualified agencies to provide comprehensive consulting services across multiple insurance and risk management categories, including commercial insurance, risk management information systems, workers' compensation claims, long-term and short-term disability management, risk management training, self-insured projects, occupational health, loss control and prevention, and actuarial studies. Addendum Two to the RFSQ introduces an additional service category for Health Insurance Portability and Accountability Act (HIPAA) of 1996 compliance program services. The appendix sections G and J establish the technical and financial evaluation criteria that prospective bidders must address in their qualifications submissions.

The appendix document establishes the framework for evaluating proposers based on defined qualifications standards and submittal requirements. Agencies responding to this solicitation will be assessed on their relevant experience, technical capabilities, staffing qualifications, and organizational capacity to deliver the specified risk management and insurance consulting services. The document provides the standardized evaluation methodology and scoring criteria that will be applied uniformly across all submissions, ensuring consistent assessment of bidder qualifications and suitability for the County's insured and self-insured liability and property insurance programs.