Benefits Insurance Broker Services

The California Department of General Services (DGS), Office of Risk and Insurance Management (ORIM), is seeking proposals from qualified insurance brokers to provide Benefits Insurance Broker Services. The services required include marketing, placement, program design, administration, servicing of existing and new insurance policies and programs, consulting, insurance policy claims management, and risk management for the State of California and its agencies and departments. The contract term is three years, with two optional three-year extensions. The RFP provides details on the current insurance policies and programs, including the Business Enterprises Program (BEP) and various miscellaneous policies. Remuneration to the successful proposer will be in the form of a capped commission for all insurance policies. The RFP outlines the mandatory minimum requirements for proposers, proposal submission details, evaluation criteria, and preference and incentive programs, including Small Business, Non-Small Business Subcontractor, and Disabled Veteran Business Enterprise.

The contract opportunity is open to all qualified insurance brokers, with no set-aside designations or restrictions on the types of organizations that can respond. The RFP does not identify any incumbent vendors or current contractors, nor does it provide details on any existing infrastructure or technology that requires integration. The RFP does not list a specific award value or budget range, but notes that the State reserves the right to accept or reject any proposal, modify or withdraw the RFP, and procure the required services through other means.