Claims Audit for Liability, Auto, & Property

Closed State & local contract opportunity Posted

Solicitation number
S-X24129-00011107
State
Oregon
Responses due

Opportunity facts

Jurisdiction
UNSPSC codes
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Point of contact

Opportunity details come from oregonbuys.gov. Updated .

About this opportunity

Clackamas County and the Citycounty Insurance Services (CIS) are seeking qualified vendors to conduct comprehensive claims audits for liability, auto, and property claims through a Request for Proposals (RFP) issued on July 30, 2024, with proposals due by August 30, 2024. The audit will cover claims for both CIS and the Oregon Public Entity Excess Pool (OPEEP), requiring a thorough review of 180 total claims (120 CIS claims and 60 OPEEP claims) across multiple coverage types including general liability, automobile liability, employment practices liability, employee benefits liability, and professional liability. The selected vendor must utilize sampling techniques that provide a 90% confidence level with a 5% margin of error, and will be expected to assess CIS's standards, practices, internal controls, litigation management, claim reserve practices, and cost-saving alternatives. Deliverables include draft and final audit reports, with a virtual presentation to CIS management discussing observations and conclusions. The audits are scheduled to be conducted virtually in October or November of 2024, 2026, and 2028, with an anticipated contract award date of September 30, 2024.

While no specific set-aside designations or disadvantaged enterprise requirements are explicitly mentioned, the RFP indicates that the successful proposer will need to register with the State of Oregon and enter into written agreements governing professional services. The procurement allows for broad participation from qualified audit firms, with the RFP initially being sent to four firms and publicly posted. CIS expects to compensate the selected vendor with a flat fee of up to $50,000 per audit year, which includes all professional fees and associated travel expenses. The contract will cover three audit cycles, potentially representing a total contract value of approximately $150,000. The selected vendor must also comply with Oregon public records law and provide necessary insurance and indemnification provisions. CIS employs 10 multi-line adjusters, and the audit will involve reviewing claims with varying self-insured retentions, requiring a vendor with robust claims auditing experience in public entity insurance pools.

Opportunity text

The purpose of this Request for Proposals (RFP) is to solicit offers from qualified vendors to audit liability, auto, and property claims for CIS and the Oregon Public Entity Excess Pool (OPEEP).

Files

File Type Posted
Claims Audit RFP 2024.pdf PDF
Claims Audit RFP 2024 QA Addendum.pdf PDF
Exhibit 2 Plans~14.pdf PDF

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