CITY OF LEBANON
REQUEST FOR SERVICES (RFS)
INSURANCE AGENT OF RECORD
Proposals Due by 2:00 p.m., Friday, December 20, 2013
Notice is hereby given that the City of Lebanon (“City”) is requesting proposals for an Insurance Agent of Record for Risk Management, Health Insurance and Insurance Brokerage Consulting Services.
The City desires to enter into a professional services agreement with a qualified Firm that can demonstrate competency and experience in providing Risk Management, Health Insurance and Insurance Brokerage Consulting Services and is a certified City County Insurance Services (CIS) Risk Management Advisor. The contract term is for three years, commencing March 1, 2014, with an option to extend the contract up to an additional three, one-year terms, upon agreement by both parties.
The scope of work for the requested services includes the following:
• Provide assistance with the annual renewal specifications for property, liability, workers’ compensation, crime coverage and Health insurance;
• Provide a Premium Allocation report to allocate the City’s insurance premiums;
• Assist City staff with risk management issues, attend Executive Risk meetings;
• Attend City Council meetings upon City’s request; and
• Assist City staff with the development of standard insurance language and hold harmless provisions for contracts and agreements.
The Request for Services can be downloaded from the City of Lebanon Website at http://www.ci.lebanon.or.us. It is imperative that those who download the solicitation documents check the Website regularly for addenda, clarifications, and other notifications that may be pertinent. In addition, addenda will be mailed or delivered to all who are known by the City of Lebanon to have received a complete set of the Proposal Documents. Please call (541) 258-4212 to be added to the Interested Proposer’s list.
Sealed proposals must be received by the City of Lebanon, at the Finance Counter, not later than 2:00 p.m., Friday December 20, 2013 addressed to the City of Lebanon, Finance Department, Attn: Dean Baugh, Finance Director, 925 Main Street, Lebanon, OR 97355. The outside of the envelopes shall plainly identify the project: “Insurance Agent of Record RFS.” Facsimile proposals will not be accepted. Proposals received after the designated time and date will be returned unopened.
The City may reject any proposal not in compliance with all prescribed solicitation procedures and requirements and other applicable law, and may reject any or all proposals in whole or in part when the cancellation or rejection is in the best interest of the City, and at no cost to the City.
DATED THIS 14TH DAY OF November 2013.
Request for Services for Insurance Agent of Record