TRANSMITTAL #1 INSURANCE SCHEDULE AND PREMIUM FORECAST

Transcription

1 TYPE OF COVERAGE POLICY PERIODS Actual Estimated Proposed Proposed Proposed TRAVEL INSURANCE 02/13/08-02/13/11 Expenses Expenses Budget Budget TBD Budget TBD EXCESS GENERAL LIABILITY 05/20/08-05/20/09 FY FY FY 09-10* FY 10-11** FY 11-12** PUBLIC OFFICIALS 05/20/08-05/20/09 Broker Fee $125,000 $105,000 $90,000 $110,000 $110,000 EXCESS POL 05/20/08-05/20/09 Insurance Premiums $2,930,538 $2,928,346 $3,617,000 $4,741,500 $4,741,500 POC, LIBERTY HILL PLAZA 06/22/08-06/22/09 TOTAL $3,055,538 $3,033,346 $3,707,000 $4,851,500 $4,851,500 PROTECTION & INDEMNITY 07/01/08-07/01/09 HULL & MACHINERY (MARINE) 07/01/08-07/01/09 PILOT LICENSE INSURANCE 07/01/08-07/01/09 POLICE PROFESSIONAL LIABILITY 07/20/08-07/20/09 EXECUTIVE PROTECTION 08/26/06-08/26/09 COMPREHENSIVE RAILROAD 09/01/08-09/01/09 EXCESS RAILROAD 09/01/08-09/01/09 ALL RISK PROPERTY INSURANCE 10/01/08-10/01/09 PILOTAGE LEGAL LIABILITY 11/01/08-11/01/09 PILOTAGE TRIP INSURANCE 11/01/08-11/01/09 AUTOMOBILE LIABILITY 11/01/08-11/01/09 EARTHQUAKE FUND N/A TRANSMITTAL #1 INSURANCE SCHEDULE AND PREMIUM FORECAST *Premiums for FY have been estimated to be $3.6 million (not including broker fee) and have been requested as part of the proposed budget. **Premiums needed for FY and FY will be determined by Risk Management and the Broker and will be requested during the annual budget process for each respective fiscal year. The estimated premiums needed will be based upon historical data, current industry trends, broker's evaluation, loss history, anticipated increases in usage, and other risk variables.

2 TRANSMITTAL #2 HARBOR DEPARTMENT RISK MANAGEMENT DIVISION INSURANCE BROKERAGE SERVICES CONSULTANT COMPANY NAME Firm's Qualifications & Experience Project Organization and Personnel WRITTEN PROPOSAL EVALUATION Project Understanding of Approach, Plan, the Project & Management Rates & Fees Quality & Responsiveness of the Proposal Combined Score Consultant Consultant Willis HRH Consultant Consultant Consultant Rank COMPANY NAME Knowledge & Ability of Account Mgr. Team Entities Score Willis HRH Consultant Consultant *Final selection based off interview. Knowledge & Ability of Service ORAL INTERVIEW EVALUATION* Knowledge of Experience with Market & Trends Ports & Public Demonstration of Creativity Clarity of Responses Combined Rank COMPANY NAME LOCATION Status Alliant Insurance Services, Inc. Seattle, Washington OBE Aon Risk Insurance Services West, Inc. Seattle, Washington OBE Hugh Wood, Inc. Seattle, Washington OBE Lockton Insurance Brokers, LLC San Francisco, California OBE Marsh Risk & Insurance Services Los Angeles, California OBE Willis Insurance Services of California, Inc. Long Beach, California OBE

3 PROJECT: INSURANCE BROKERAGE SERVICES RFP SELECTION EVALUATION FORM SCORING GUIDELINES: Rater s Score: (Range 0-5) 0 not included/non responsive; 1 Marginal Abilities, Serious Deficiencies; 2 Adequate with Minor Deficiencies; 3 Adequate, Standard-Acceptable; 4 Well Qualified; 5 Exceptionally Well Qualified. Total points possible: 100 Firm Name Evaluated by Date CRITERIA TO BE RATED RATER S SCORE WEIGHING FACTOR WEIGHTED SCORE Firm Qualifications, Organizational Capabilities, Experience and References Professional reputation of the firm? Has the firm done similar work with ports and public agencies? Does the firm have the ability and resources to provide the requested services? 5 Project Organization, Personnel and Staffing Qualification and experience of proposed personnel for requested services. Availability of team and project manager. 3 Project Approach, Work Plan, Management and Timeline Quality of brokerage work plan to meet project requirements? Quality of project management and timeline? 4 Understanding of the Project Does the proposal demonstrate a clear understanding of the requested services? 3 Rates, Fees and Budget Control Competitive rates and fees proposed? Are proposed budget management, fees and staff hours proposed and clearly defined? 3 Quality and Responsiveness of the Proposal Is the proposal clear and understandable; does the proposal meet all of the RFP requirements? 2 Small Business Program Administrative Requirements Affidavit (Prime) Contract Description Form (Prime and subs) Has the level of Small Business participation been met (10%)? Are all required forms submitted and are they complete and accurate? YES/NO YES/NO Insurance Letter of Intent (Prime) Total Points

4 PROJECT: INSURANCE BROKERAGE SERVICES ORAL INTERVIEW EVALUATION FORM SCORING GUIDELINES: Rater s Score: (Range 0-5) 0 not included/non responsive; 1 Marginal Abilities, Serious Deficiencies; 2 Adequate with Minor Deficiencies; 3 Adequate, Standard-Acceptable; 4 Well Qualified; 5 Exceptionally Well Qualified. Total points possible: 100 Firm Name Evaluated by Date RATER S SCORE WEIGHT FACTOR WEIGHTED SCORE Knowledge and technical ability of the account executive(s)/account manager. 4 Knowledge and technical ability of the proposed service team/key personnel. 4 Knowledge of the market and trends. 4 Understanding of and experience with ports, maritime, and government entities. 4 Demonstration of creativity, ideas, and recommendations that would be particularly valuable to the Port. 3 Clarity of responses to questions and ability to communicate complex material in an understandable manner. 1 Total Points

5 TRANSMITTAL #3 PERSONAL SERVICES AGREEMENT

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

32

33

34

35

36

37