Risk Management JPA Pool

The City of Fullerton is requesting Proposals from California Joint Power Authorities and other relevant insurance carriers to provide a comprehensive municipal insurance program beginning July 1, 2027. The program must include at minimum, General Liability, Auto Liability, Workers' Compensation and Property coverage. The City has been a member of ICRMA for many years and is conducting a competitive evaluation of the full JPA market. Proposals are due no later than 4:00 pm on Friday, September 11, 2026. This Request for Proposals (RFP) provides information on the City of Fullerton, the required scope of services, the consultant/contractor selection process, and the minimum information that must be included in the RFP Response. Complete submission materials including an exposure data package, loss history, and risk profile are available by request. The city is partnering with the Baldwin Group as an advisor to complete this RFP.Risk Management JPA Pool

Risk Management JPA Pool

Background

The City of Fullerton is located 22 miles southeast of metropolitan Los Angeles, in the center of North Orange County. Fullerton is a full-service, general law city that was incorporated in 1904. Fullerton is renowned for its unique mix of residential, commercial, industrial, educational, and cultural environments and is known for being “the Education Community”. Fullerton has approximately 700 employees, full-service fire and police departments, an airport, 52 City parks, a museum, a cultural center, a public library, a golf course, and 29 miles of recreational trails. Fullerton provides an outstanding quality of life for both residents and businesses. At 22.4 square miles, Fullerton is also one of the largest cities in Orange County by area and is the sixth most populous.

Project Details

• Reference ID: 2627-RFP-001
• Department: Human Resources
• Department Head: Eddie Manfro (Director of Human Resources)

Important Dates

• Questions Due: 2026-07-31T23:00:00.000Z
• Answers Posted By: 2026-08-07T23:00:00.000Z
• Pre-Proposal Meeting: 2026-07-24T07:00:00.000Z — No Pre-Proposal Meeting

Evaluation Criteria

• Adherence to RFP Instructions (1 pts) —

  Presentation, completeness, clarity, organization, and conformance to the RFP content.

• Qualifications of the Firm (20 pts) —

  Technical experience in performing work of a similar nature; experience working with public agencies is mandatory; strength and stability of the firm; and assessment by client references.

• Project Management Approach (20 pts) —

  Qualifications of proposed key personnel; logic of organization; and adequacy of labor commitment and resources to satisfactorily perform the requested services and meet the City’s needs.

• Work Plan (40 pts) —

  Thorough understanding of the City's requirements and objectives; logic, clarity, specificity, and overall quality of work plan.

• Fee/Cost Proposal (20 pts) —

  Reasonableness of proposed fees and/or most cost-effective rates to City.

Submission Requirements

• Confirmation (required) —

  The Firm confirms that all the information provided is true and accurate.

• Status of Past and Present Contract Form (required) —

  Firm shall list the status of past and present contracts where either the firm has provided services as a prime contractor or a sub-consultant during the past five (5) years and the contract has ended or will end in termination, settlement or litigation.

  1. Public Agency city/county/other:
  2. Contact Name:
  3. Phone:
  4. Project Award Date:
  5. Original Contract Value:
  6. Term of Contract:
     
     1. Status of Contract:
     2. Identify claims/litigation or settlements associated with the contract:
• Exceptions (required) —

  If your company is taking exception to any of the specifications, terms or conditions (including insurance indemnification and/or proposed contract language) stated in this Request for Proposal, please indicate below and describe details:

  1. No exceptions taken 
  2. Exception taken to the scope of work or specifications 
  3. Exception taken to indemnification and insurance requirements 
  4. Exception to proposed contract language 
  5. Other 

  Please explain in detail:

• Technical Proposal (required) —

  Please submit your COMPLETE proposal, NOT to include the Fee Proposal, according to the instructions in REQUIRED PROPOSAL CONTENT.

• Fee Proposal (required) —

  Please submit your Fee Proposal, according to the instructions in REQUIRED PROPOSAL CONTENT.

• The City intends to enter into a professional services agreement with the selected consultant for a term of ___________. (required) —

  Example: three (3) years

• Will renewals be allowed? (required)
• The City intends to enter into a professional services agreement with the selected consultant for a term of three (3) years, with ______________________. (required) —

  Example: three (3) one-year renewal options

• Will you be using the Electronic Fee Proposal section? (required)