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Request for Statement of Qualifications for Insurance Brokers Program

Active
CEO-RFSQ-RISK-25-01State & Local

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The County of Los Angeles Chief Executive Office has issued a Request for Statement of Qualifications (RFSQ) titled "Insurance Brokers Program" (solicitation number CEO-RFSQ-RISK-25-01) to identify and prequalify insurance brokerage firms capable of providing comprehensive insurance services to support risk management needs across all County departments. The solicitation was posted on March 11, 2025, seeking vendors experienced in insurance brokerage across various insurance categories outlined in the solicitation. The resulting contract structure is a Master Agreement with an initial term of five years, extending potentially up to nine years and six months through option periods. Under this Master Agreement, individual Work Orders will define specific scopes, deliverables, and performance schedules. The services encompass policy administration, claims management, marketing, renewals, and other brokerage-related activities with detailed standards and compliance requirements tied to California regulations and County policies. The Master Agreement and accompanying Appendices govern the contractual framework, defining terms, conditions, contractor obligations, and County administration responsibilities. Key contract provisions include mandatory vendor background checks, County approval of contractor personnel, confidentiality and data protection obligations, and strict compliance with conflict of interest and non-discrimination laws. Vendors must comply with hiring preferences that prioritize qualified County employees and those referred through workforce programs. The vendor qualification and selection process focus on demonstrating insurance brokerage experience with public entities, valid California licensing, insurability proof, and completion of required documentation, including compliance certifications and preference program requests. Submission requirements mandate completion of multiple exhibits and a Supplemental Submission Form. The evaluation emphasizes vendor qualifications, integrity, and adherence to County policies rather than price alone, aiming to establish a diverse pool of qualified brokers. Payment terms specify invoicing per Work Order with electronic funds transfer, and performance acceptance is managed administratively by the County with defined standards for documentation, timeliness, and service quality.

General Info

Los Angeles County seeks qualified insurance brokers for a five-year Master Agreement with renewal options.

Documents

5

Appendix B Required Forms for Insurance Brokers Program RFSQ

PDF, High priority: read this first16 pages · required-forms
High

Master Agreement Appendix A - Insurance Brokers Program, County of Los Angeles

PDF, High priority: read this first63 pages · contract-document
High

RFSQ Insurance Brokers Program - County of Los Angeles

PDF, High priority: read this first33 pages · rfsq
High

Appendix C Solicitation Requirements Review Form

PDF, Low priority1 page · special-notice
Low

Appendix D Supplemental Submission Instructions

PDF, Low priority1 page · special-notice
Low

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Timeline

PhaseSolicitation
Posted

Solicitation

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Organization & Contact Information

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AgencyCalifornia → LA County Chief Executive Office
Contacts1 person available
OfficeN/A

Full Description

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The County of Los Angeles (County), Chief Executive Office is seeking qualified vendors with experience in providing insurance brokerage services, to support the risk management needs of all County departments. The Insurance categories under this RFSQ are located within the solicitation document.

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