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SOQ 24-010-Insurance Producer Of Record Services for Its Property & Casualty Insurance Program
Louisiana > Jefferson Parish Government
SOQ: 68766766

IMPORTANT ANNOUNCEMENTS

Bid Law Requirement Update: Act 406
Vendors will be required to submit certain documentation with SOQ submission, i.e. affidavits, proof of insurance, etc. These requirements will be outlined specifically in the instructions of each SOQ package. Vendors should continue to carefully read and respond accordingly per the requirements of the SOQ packages. These changes are pursuant Louisiana Public Bid Law more specifically, Act 406 of the 2016 Louisiana Legislative Regular Session. For the purposes of this communication, this change applies to Jefferson Parish Government bid solicitations only. For more information, please call Jefferson Parish Purchasing at 504-364-2678.

Electronic Bond Submission May Be Required
If the SOQ documents require a surety, vendors submitting responses to Jefferson Parish through this site must submit an electronic bond through the respective online clearinghouse bond management system(s). You may click the link below to use:
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SOQ Submittal Formats:

While this site accepts various file types, sizes and quantities, the preferred method for delivering all of the appropriate and required SOQ documents is one single scanned PDF file. Vendors submitting a SOQ with multiple uploaded images/photos of bid responses are solely responsible for clarity. If uploaded images/documents are not legible, the vendors submission will be rejected. Please note all requirements in this SUBMITTAL package for electronic SOQ submission.

NOTICE:

TO RESPOND TO THIS SOLICITATION, PLEASE PRINT THE ENTIRE SOQ FORM INCLUDING THE INSTRUCTIONS. COMPLETE THE SOQ FORM AND ATTACH ANY SPECIFICATIONS OR ADDITIONAL REQUIRED DOCUMENTS. SCAN THE ENTIRE SOQ RESPONSE AND UPLOAD TO THE ONLINE BIDDING SITE. ENSURE THAT YOU HAVE REVIEWED ALL INSTRUCTIONS THAT APPLY TO THIS SOQ, AS THE REQUIREMENTS FOR BOND SUBMISSIONS HAVE CHANGED.

Listing Information/Advertisement:


PUBLIC NOTICE
SOQ 24-010
 
Insurance Producer Of Record Services
for Its Property & Casualty Insurance Program
 
            The Parish of Jefferson, authorized by Resolution No.143942, is hereby soliciting the submittal of a Statement of Qualifications (General Professional Services Questionnaire) from qualified firms who are interested in representing Jefferson Parish as its Insurance Producer of Record for its Property and Casualty Insurance Program (Parishwide).
 
Deadline for Submissions: 3:30 p.m., May 7, 2024
 
General
 
The insurance program of the Parish of Jefferson (hereinafter referred to as the Parish) consists of a Self-Insured Retention Program for its casualty coverages, auto liability, general liability and workers’ compensation, and other fully insured coverages including, flood, property, public officials and employees’ liability, crime and other coverages.  The Parish is interested in utilizing technology to ensure that its property and casualty insurance program is operating as efficiently as possible. The Parish has used and will use a Producer to market and place policies in its program under the direction of the Director of Risk Management or their designee.
 
Minimum Requirements for Selection
 
Ten (10) years’ experience as a Producer of Record, with at least one (1) principal (the person or persons who has controlling authority and/or is responsible for the actions of his/her/its agent(s); Respondeat Superior) having ten (10) years’ of experience. 
Firms and/or Producers with governmental entity experience within the last ten (10) years. 
Firms and/or Producers that have had or currently have an account/client with an annual total cost of risk in excess of $5,000,000. For the purposes of this SOQ, total cost of risk includes, but is not limited to, third party administrator fees, retained losses, risk control expenses, insurance premiums, and outside consulting fees. 
Experience in providing Producer services similar to those outlined in the SOQ. 
Annual commercial lines premium volume of $10,000,000 or greater.
Adequate general liability, workers’ compensation and professional liability insurance coverages.  Please note that the selected Person or Firm(s) will be expected to meet the insurance requirements as outlined in Attachment A before contracting with the Parish. 
Evaluation Criteria
 
The following criteria shall be used to evaluate each firm submitting a Statement of Qualifications: 
           
A.        Qualification Submission, including but not limited to the Professional Services Questionnaire                                                                       (Maximum of 25 Points)
B.        Responsiveness to SOQ Format                                       (Maximum of 10 Points)
C.        Location of the principal office, with preference being given to persons or firms with offices located in Jefferson Parish                                     (Maximum of 5 Points)
D.        Technology Solutions                                                         (Maximum of 15 Points)
E.        Public Entity Experience                                                    (Maximum of 20 Points)
F.         Fee Schedule, Attachment G                                             (Maximum of 25 Points)
 
The person or firm submitting a Statement of Qualifications (General Professional Services Questionnaire) must identify all subcontractors who will assist in providing professional services for the project in the General Professional Services Questionnaire. Each subcontractor shall be required to submit a General Professional Services Questionnaire and all documents and information included in the questionnaire. (Refer to Jefferson Parish Code Ordinance, Section 2-928)
 
All persons or firms (including subcontractors) must submit a Statement of Qualifications (General Professional Services Questionnaire) by the deadline. The latest professional services questionnaire may be obtained by contacting the Purchasing Department at (504) 364-2678 or via the Jefferson Parish website at www.jeffparish.net. This questionnaire can be accessed by hovering over “Business and Development” on the website and clicking on the Professional Services Questionnaires option under “Doing Business in Jefferson Parish”.
 
Submissions will only be accepted electronically via Jefferson Parish’s e-Procurement site, Central Bidding, at www.centralauctionhouse.com or www.jeffparishbids.net. Registration is required and free for Jefferson Parish vendors by accessing the following link: www.centralauctionhouse.com/registration.php.
 
No submittals will be accepted after the deadline.
 
Affidavits are not required to be submitted with the Statement of Qualifications but shall be submitted prior to contract approval.
Disputes/protests relating to the decisions by the evaluation committee or by the Jefferson Parish Council shall be brought before the 24th Judicial Court.
 
ADV: The New Orleans Advocate: April 17, & 24, 2024
 
In accordance with provisions of the American with Disabilities Act Amendments Act of 2008, as amended, Jefferson Parish shall not discriminate against individuals with disabilities on the basis of disability in its services, programs or activities. If you require auxiliary aids or devices, or other reasonable accommodation under the ADA Amendments Act, please submit your request to the ADA Coordinator at least forty-eight (48) hours in advance or as soon as practical. A seventy-two (72) hour advanced notice is required to request Certified ASL interpreters.
 
ADA Coordinator/Office of Citizens with Disabilities
1221 Elmwood Park Blvd., Suite 210, Jefferson, LA 70123
(504) 736-6086, [email protected]

Additional Notes/Requirements
COMPLETE COMPANY INFORMATION IS TO BE PROVIDED ON THE ELECTRONIC ENVELOPE!!!
SUBMITTAL INFORMATION
Creator Username: SFOLSE
Submittal Privacy: Response Encryption
Started: 17-Apr-2024 4:00:00 PM CDT
Ends: 07-May-2024 3:30:00 PM CDT ( Expired )
History: 332 Views, 1 Messages
Event Status: Archived event
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PUBLIC MESSAGE BOARD
Discuss questions with the owner/creator of this Listing.
SFOLSE on 30-Apr-2024 10:06:50 AM CDT
REQUEST: Upon review of the SOQ, we wanted to request the items below to help us have a comprehensive understanding of Jefferson Parish’s program. Could you provide: 1. A copy of the primary lead property policy 2. A current statement of values (SOV); REPLY FROM DEPARTMENT: Please see the attached documentation
UPDATE/ADDENDUM HISTORY
All updates/changes are listed below::
30-Apr-2024 10:07:44 AM CDT
Requested Documentation Attached
 
BID HISTORY
Username Bid Amount Type Company name Bid Amount Bid Placed
McgriffInsurance
For entire project McGriff, Seibels & Williams of Louisiana, Inc. =SEALED= 03-May-2024 2:48:55 PM CDT
 
Response to SOQ No. 24-010, Insurance Producer of Record Services for Its Property & Casualty Insurance Program

From:  McGriff Insurance Services, LLC
           3850 North Causeway Blvd., Suite 1970
           Metairie, LA 70002
Hank Wolf
Phone:  504-831-7208
email: [email protected]
Delivery: 0 Days
DaulIns
For entire project USI Insurance =SEALED= 06-May-2024 5:57:42 PM CDT
 
USI Insurance Services, LLC
94 Westbank Expressway
Gretna, LA 70053
504-982-1566
[email protected]
www.usi.com
Delivery: 0 Days
BSibley
For entire project Alliant Insurance Services, Inc. =SEALED= 07-May-2024 1:28:18 PM CDT
 
Delivery: 0 Days
Sophie_Capella
For entire project Arthur J. Gallagher =SEALED= 07-May-2024 3:28:57 PM CDT
 
SOQ 24-010-Insurance Producer Of Record Services for its Property & Casualty Insurance Program
Delivery: 0 Days
Bids Added by Agency/Owner
Username Bid Amount Type Company name Bid Amount Bid Placed