RFQ for Insurance Broker and Risk Management Services, 2023-25

Background

The Risk Management Division is soliciting qualifications from firms with experience in successfully providing large multi-faceted municipal organizations with:

• insurance brokerage, risk management and risk consultation services
• software for management of insurance documentation

We will create a pool of firms (“pool”) that are pre-qualified to support the risk management needs of all City departments.

Intent of this Request for Qualification (RFQ)

It is the intent of the Risk Management Division to create a prequalified list of firms eligible for contracts. The list will be in effect for 2 years.

Firms that are rated above the minimum acceptable score will also be separately scored for specific areas of expertise as described in Sections 2.1 through 2.7.

Firms prequalified under this RFQ are not guaranteed a contract. Firms offered a contract are not guaranteed any work via task orders.

How to apply

1. Register as a bidder on the City's Supplier Portal
2. Prepare RFQ documents, including:
   1. RFQ Attachment 1 - Acknowledgement of RFQ Terms and Conditions
   2. RFQ Attachment 2 - City's Administrative Requirements
   3. RFQ Attachment 3 - City's Agreement Terms and Conditions
   4. RFQ Attachment 4 - Response Template including Specific Areas of Expertise

Read the RFQ document for detailed instructions.

1. Submit electronically using method:
   1. Via e-mail to the Risk Management Division addressed to both kelly.hernandez@sfgov.org and maria-zenaida.camua@sfgov.org

RFQ timeline

RFQ issued
September 19, 2023

Deadline for RFQ questions
September 26, 2023 by 1:00 PM PST

RFQ answers available online
October 3, 2023

Deadline for RFQ responses
November 3, 2023 by 3:00 PM PST

Notice of intent to establish a prequalified list
December 8, 2023

Pool of qualified firms established
December 20, 2023