Insurance Broker Services

The contract solicitation issued by the Buckman Direct Diversion Board (BDDB) pertains to Insurance Broker Services for the management and placement of specified insurance coverages required under the Joint Powers Agreement with the City of Santa Fe and Santa Fe County. The BDDB oversees the Buckman Direct Diversion (BDD) Project, a vital water infrastructure system that diverts and treats water from the Rio Grande for multiple local entities, including the City, County, and Las Campanas development. The project encompasses an extensive 13-mile water conveyance system, treatment and storage facilities with capacities up to 18.3 million gallons per day, multiple pump stations, and environmental restoration areas. Operations began in 2011, managed by a staff of approximately 33 employees, with all operational funding secured through the entities served and governed by a Facility Operations and Procedures Agreement. The selected insurance broker will be responsible for policy placement, renewals, claims assistance, and risk management strategies in accordance with the insurance mandates specified in Section 23 of the Joint Powers Agreement. This solicitation follows a locally administered RFP process under the City of Santa Fe's procurement framework, rather than a federal FAR-compliant format. It utilizes attachments and forms to establish contractual obligations, including a Non-Collusion Affidavit, Key Personnel Lead Form, Project Cost Proposal, and Subcontractor Disclosure. Selection is based on a Best Value Approach with a total score of 100 points distributed primarily across the Scope and Level of Expertise plan and Cost Proposal (each weighted at 35%), followed by Interview performance and Value-Added Plan contributions. Local preference incentives apply if the offeror is within Santa Fe’s jurisdiction and certified accordingly. Proposals must be submitted electronically by the specified deadline, adhere strictly to format and page limits, and include all mandatory disclosures including campaign contributions, conflicts of interest, and subcontractor information. Contract administration contacts include designated procurement and administrative managers within BDDB and the City. The award considers technical merits, pricing, and overall value, with no predetermined contract ceiling disclosed, and requires firm commitment to confidentiality and organizational conflict-of-interest policies throughout contract performance.