Insurance Broker Services

The Orange County Sanitation District (OC San) is seeking a proactive broker partner (Consultant) that will provide strategic insurance, risk management, and advisory services in support of OC San’s complex wastewater treatment operations and evolving risk management objectives. The Consultant shall provide comprehensive insurance broker services to OC San.

Background

Project Details

• Reference ID: CS-2026-733BD
• Department: Procurement
• Department Head: - (-)

Important Dates

• Questions Due: 2026-07-13T21:00:00.000Z

Evaluation Criteria

• Qualifications of the Firm (275 pts) —

  As described in Proposal Format, technical experience in performing work of a closely similar nature; experience working with public agencies; strength and stability of the firm; strength, stability, experience, and technical competence of subcontracts, if any; knowledge of the various permits that may or may not be required; knowledge of applicable laws and regulations.

• Staffing and Project Organization (200 pts) —

  As described in Proposal Format, qualification of project staff, particularly key personnel and especially the Project Manager, key personnel’s level of involvement in performing related work cited in “Qualifications of the Firm” section; logic of project organization; adequacy of labor commitment; concurrence in the restrictions on changes in key personnel.

• Work Plan (200 pts) —

  As described in Proposal Format, depth of Proposer’s understanding of OC San’s Scope of Work OR Technical Specifications and overall quality of work plan; logic, clarity, and specificity of work plan; appropriateness of labor distribution among the tasks; ability to meet the project deadline; reasonableness of proposed schedule; utility of suggested technical or procedural innovations.

• Interviews (175 pts)
• Cost (150 pts) —

  As described in Cost File

Submission Requirements

• Proposer Legal Name (required) —

  Please provide the full legal name of the Proposer responding to this RFP.

• Proposer Address (required) —

  Please provide the full address of the Proposer responding to this RFP.

• Proposer's Telephone Number (required) —

  Please provide the full telephone number of the Proposer responding to this RFP.

• Proposer's Email Address (required) —

  Please provide the full email address of the Proposer responding to this RFP.

• Proposal Contact - Full Name (required) —

  Please provide the full name (First and Last) of the point of contact for this proposal.

• Proposal Contact - Address (required) —

  Please provide the address of the point of contact for this proposal.

• Proposal Contact - Telephone Number (required) —

  Please provide the full telephone number (including area code) of the point of contact for this proposal.

• Proposal Contact - Email Address (required) —

  Please provide the full email address of the point of contact for this proposal.

• Technical Proposal
• Technical Proposal Upload (required) —

  Please upload your proposal here.

  At a minimum, specify your commission rate with a not-to-exceed total dollar amount. If there are any additional fees, please indicate and describe proposed fees. Your submittal must also include quotes for lines of insurance and limits, SIR’s/Deductibles noted in Section 3 of the Scope of Work.

• Technical Proposal Public Copy (Optional)
• Procedural or Technical Enhancements to the Scope of Work
• Procedural or Technical Enhancements (required) —

  Does the Proposer wish to propose procedural or technical enhancements/innovations to the Scope of Work which do not materially deviate from the objectives or required content of this RFP?

• Procedural or Technical Enhancements - Upload (required) —

  Please upload Proposer's procedural or technical enhancements/innovations to the Scope of Work which do not materially deviate from the objectives or required content of this RFP.

• Technical Exceptions/Deviations to the Scope of Work
• Technical Exceptions/Deviations (required) —

  Does Proposer wish to state any exceptions to or deviations from the technical requirements of this RFP?

• Technical Exceptions/Deviations - Upload (required) —

  Please upload a document clearly stating any exceptions to or deviations from the technical requirements of this RFP. Where Proposer wishes to propose alternative approaches to meeting OC San’s technical requirements, these should be thoroughly explained.

• Costs/Fees
• Cost File (required) —

  Submit a Cost Proposal separately from your response file. At a minimum, specify your commission rate with a not-to-exceed total dollar amount. If there are any additional fees, please indicate and describe proposed fees. 

  Please upload your cost proposal. 

• Contractor's License Declaration
• California Acknowledgement
• Proposer's Contractor's License Type (required)
• Proposer's Contractor's License Number (required) —

  Please enter your Contractor's License Number as issued by the Contractors State License Board in California.

• Contractor's License Expiration Date (required) —

  What is the current expiration date of the license provided?

• California Code Acknowledgement (required) —

  Proposer acknowledges that Section 7028.15(e) of the Business and Professions Code provides as follows:

  "[A] RFP submitted to a public agency by a contractor who is not licensed in accordance with this chapter shall be considered non-responsive and shall be rejected by the public agency. . . .

  "[A] local agency shall, before awarding an RFP, verify that the contractor was properly licensed when the contractor submitted the proposal."

  Proposer acknowledges that Section 1725.5 of the Labor Code provide as follows: “A Contractor shall be registered pursuant to this section to be qualified to bid on, be listed in a bid proposal, subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of any public work contract.” 

• Proposer's DIR Registration Number (required) —

  Please enter your DIR Registration Number as issued by the California Department of Industrial Relations.

• DIR Registration Expiration (required) —

  What is the current expiration date of Proposer's DIR Registration?

• Forms
• Bidder's Bond (required) —

  Please download the attached Bidder's Bond Form, complete and upload along with any additionally required information.

• Non-Collusion Affidavit (required) —

  Please download the attached Non-Collusion Affidavit, complete and upload.

• Iran Contracting Act Verification —

  Please download the below documents, complete, and upload.

• Acknowledgement of Contract & Insurance Requirements (required) —

  Please download the below documents, complete, and upload.

• Safety Program and 300/300A OSHA Logs and Summaries (required) —

  Please download the attached Safety Program and 300/300A OSHA Logs and Summaries Form, complete and upload along with any additionally required information.

• Safety Declaration of Contractor (required) —

  Please download the attached Safety Declaration of Contractor Form, complete and upload along with any additionally required information.

• Financial Resources Form (required) —

  Please download the below documents, complete, and upload.

• California Air Resources Board Mobile Source Certifications
• Submittal
• Additional Information (if needed) —

  For any additional information requested or required by any of your previously provided answers or as stated within this RFP, please upload the additional documentation here.

• Submittal Confirmation (required) —

  Proposer confirms that this proposal shall remain valid for a period of not less than 180 calendar days from the deadline of submittal of proposals. Party submitting proposal on behalf of Proposer further confirms that they are authorized to submit on behalf of company named on the proposal and have furnished any necessary proof of such.

• Type of Purchase (required) —

  Will this RFP result in the purchase of non-chemical goods or equipment?

  OR

  Will it result in the purchase of services, chemicals, or construction?

• OSHA Safety Requirements (required) —

  Do OSHA safety requirements apply to this RFP?

• Pre-Proposal (required) —

  Will there be a pre-proposal meeting for this RFP? Select which of the following pre-proposal options apply to your solicitation.

• Pre-Proposal Meeting Teams Link (required) —

  What is the full link to the teams meeting that can be used to join via computer or mobile application?

• Pre-Proposal Meeting Conference ID (required) —

  What is the Conference ID for the MS Teams meeting scheduled for the Pre-Proposal Meeting?

• Pre-Proposal Call-In Number (required) —

  What is the Call-In number provided for the MS Teams meeting for those wishing to join by phone?

• Formal or Informal? (required) —

  Is this RFP considered Formal or Informal?

  Select formal if estimated value exceeds $100,000.

• Provider Type (required) —

  Is this RFP seeking a Consultant, or a Vendor, or a Contractor?

• Contract OR Purchase Order Contract (required) —

  Will this RFP result in a Contract or in a Purchase Order Contract?

• Renewal Options (required) —

  How many renewals will be allowed for this contract? And for how long?

• Scope or Specifications? (required) —

  Will you be providing a scope of work? Or will you be providing a set of technical specifications?

  NOTE: An answer of "Technical Specifications" will require you to upload the specifications as an Attachment to this RFP.

• Scope of Work Documentation (required) —

  Will you be uploading a scope of work as an attachment/exhibit to this RFP? Or will you be providing a Scope of Work in a section of the document?

  NOTE: You can choose to do both if you wish, providing an overview of the scope in the applicable section and uploading an attachment. However you will not have access to the Scope of Work section of this document within OpenGov Procurement if you do not select "Using Scope of Work Section of Document" here.

• Delivery? (required) —

  Will there be a delivery of any equipment/goods?

• Delivery Location (required) —

  Select your delivery location(s).

• Bid Bond (required) —

  Will this RFP require the Proposer to submit a Bid Bond/Bid Security?

• Contract Bonds (required)
• Which Bonds? (required)
• Liquidated Damages? (required)
• Amount of Liquidated Damages? (required) —

  Ex: One Thousand Dollars ($1,000)

• Pricing (required) —

  Will you be obtaining pricing by vendor upload of a price sheet or attachment in the vendor questionnaire section of this RFP? Or will you be using the electronic pricing table available within OpenGov Procurement?

• Special Requirements? (required) —

  Are there any special requirements for this RFP?

  NOTE: An answer of "Yes" here will allow you to specify any such requirements within the RFP Document. Be sure to review this portion of the Contract OR Purchase Order Contract Provisions.

• Cooperative Agreement? (required)
• Contractor's License? (required) —

  Will there be a contractor's license required?

• License Type (required) —

  What is the required license type?

  Please fill in your answer as if you are filling in the highlighted section below:

  In accordance with California Business and Professions Code Section 7028.15, the Contractor must possess the following classification of Contractor’s License: ___,

• DIR Registration (required) —

  Will this require DIR Registration?

• CARB Requirements? (required) —

  Do the California Air Resources Board requirements apply?

• Service Estimate $300,000 or Greater? (required)
• IIPP or SSSP? (required) —

  Will an Injury and Illness Prevention Program (IIPP) or Site Specific Safety Plan (SSSP) apply?

• Cal/VPP? (required) —

  Does California Voluntary Protection Program (Cal/VPP) apply?