General Services Agency

Transcription

1 COUNTY OF ALAMEDA REQUEST FOR INFORMATION/INTEREST For INSURANCE BROKERAGE SERVICES OWNER CONTROLLED INSURANCE PROGRAM (OCIP) SERVICES PRE-PROPOSAL INFORMATIONAL MEETING 9:00 a.m., on Friday, July 6, 2001 at Alameda County, GSA-Purchasing 1401 Lakeside Drive, Suite 1107 Oakland, CA INTENT It is the intent of this Request for Interest (RFI) to develop a list of qualified vendors who are interested in providing insurance brokerage services specifically related to Owner Controlled Insurance Programs (OCIP) for the County of Alameda. SCOPE Upon development of the qualified list of vendors, the County of Alameda plans to issue a Request for Conceptual Proposal (RFCP) for an OCIP and related insurance brokerage services. The County of Alameda is considering the placement of an OCIP for its General Service Agency (GSA) Juvenile Justice Construction Project. The County intends to use a qualified insurance broker to assist in the: Design, marketing and negotiation of an OCIP, and Placement and implementation of an OCIP, through close out, after further review and approval by the County. OCIP Insurance coverage is to include workers compensation and employers liability, commercial general liability, excess liability, and builder s risk. RFI-OCIP Page 1 of 6 06/22/01

2 The GSA Juvenile Justice Project will be located in the City of Dublin, California and will consist of three separate buildings offices, courts, and a 540 bed Juvenile hall facility. Construction cost of this project is estimated at $132 million. The County of Alameda s OCIP goals for the GSA Juvenile Justice Project are to: Provide a comprehensive project insurance program. Achieve a substantial amount of project insurance premium savings. Promote the County s economy by including small, local and emerging businesses. Achieve targeted project safety and loss control performance goals. VENDOR QUALIFICATIONS CRITERIA A. Vendor minimum qualification criteria includes, but not limited, to the following: 1. Experience in performing insurance broker OCIP services involving similar types of construction projects in the last five (5) years. 2. Vendor shall have completed at least three (3) OCIP projects in California, since B. The General Services Agency is interested in promoting the growth of small local businesses through increasing the participation of these businesses in the County s purchase of goods and/or services. In order to encourage businesses to locate and remain in the County, to provide and enhance employment opportunities for persons living in the County and to contribute to the economic environment of the County, the General Services Agency will incorporate the following requirements into the RFCP to be issued. Bidders not meeting the following definitions of small and local business, are required to either partner, joint venture or subcontract with a small and local business for at least twenty (20) percent of the total estimated bid amount in order to be considered for the contract award. For the purpose of the contract referenced herein, a small and local business is one having no more than five million ($5,000,000) in average gross receipts annually over the last three (3) years, and is a firm or dealer with fixed offices or distribution points located in and having a street address within the County, and which holds a valid business license issued by the County or by a City within the County. In order to meet the partnering, joint venture or subcontracting requirements of this section, businesses which are not small and local, must submit with their bids, written documentation evidencing a firm contractual commitment to meeting the twenty (20) percent local participation goal described above, in the event the contract is awarded to them. RFI-OCIP Page 2 of 6 06/22/01

3 The General Services Agency reserves the right to waive the small and local business participation requirements for this contract if the additional estimated cost to the County which may result from inclusion of the requirement exceeds five (5) percent of the total estimated contract amount or $10,000, whichever is less. If additional information is needed regarding this requirement, please contact Linda Moore, Business Outreach Officer, Alameda County GSA at (510) COUNTY CONTACTS Questions regarding this RFI must be submitted in writing or via to: Alameda County, GSA-Purchasing Attention: Sue McCann 1401 Lakeside Drive, Suite 907 Oakland, CA Phone: (510) Fax: (510) ESTIMATED CALENDAR OF EVENTS Event Date Request for Interest (RFI) Issued June 22, 2001 RFI Response Due BEFORE 12:00 noon on June 28, 2001 Pre-proposal Information Meeting July 6, 2001 Request for Proposal (RFCP) Issued June 29, 2001 RFCP Response Due July 20, 2001 Contract Start Date September 21, 2001 Note: Contract start dates are approximate. REQUEST FOR INTEREST RESPONSE FORMAT Alameda County GSA-Purchasing intends to issue a Request for Conceptual Proposal (RFCP) in order to establish a contract for the above-referenced service in the near future. Vendors who meet the Qualification Criteria and are interested in receiving a Request for Conceptual Proposal, should it be issued, must complete the attached Vendor Application and return it preferably via to purchbid@co.alameda.ca.us by 12:00 p.m. on June 28, The subject of the must read: (Buyer #16) RFI Insurance Broker OCIP Services. On-line Vendor Applications are available on the Alameda County Web Site at (General Services Agency, Purchasing, Vendor Application). See below for alternatives to submitting via . RFI responses received after the due date and time stated above are not guaranteed to be included on the RFCP bid list referenced herein. RFI-OCIP Page 3 of 6 06/22/01

4 To be included on the bid list in order to receive an RFCP vendors are required to: 1. Complete the following Vendor Application. All areas above Purchasing Department Use Only must be completed. If utilizing the on-line Vendor Application, (Sue McCann, Buyer II) RFI- Insurance Broker OCIP Services must be typed where requested to List the Supplies and/or Services Vendor is interested in Providing. 2. , fax, or post U.S. Mail the Vendor Application by the due date and time referenced above. Responses received after the due date and time are not guaranteed to be included on the RFCP bid list referenced in this RFI. Mail: Envelopes must be Clearly marked: Fax: Attn: Subject: (Buyer #16) RFI Insurance Broker OCIP Services Attn: Sue McCann, Buyer II Alameda County, GSA-Purchasing 1401 Lakeside Drive, Suite 907 Oakland, CA (Buyer #16) RFI Insurance Broker OCIP Services Sue McCann, Buyer II Subject: Buyer #16 RFI Insurance Broker OCIP Services Fax #: (510) Alameda County does not guarantee that a Request for Conceptual Proposal for the services described herein will in fact be issued. Any dates referenced in this RFI document are approximate. RFI-OCIP Page 4 of 6 06/22/01

5 Request: General Services Agency VENDOR APPLICATION Mail or FAX to: ALAMEDA COUNTY GENERAL SERVICES AGENCY, PURCHASING DEPARTMENT 1401 Lakeside Drive, Suite 907, Oakland, California FAX NUMBER: (510) Vendor Information: FULL LEGAL BUSINESS NAME: Add new vendor Add new doing-business-as (DBA) name for existing vendor Add new address for existing vendor Change: Name DBA Address for existing vendor (Check one) Other DBA NAME: Type of Entity : Individual Sole Proprietor Partnership Corporation Tax-Exempted Government or Trust Check the boxes that apply : Goods Only Goods & Services Rents/Leases Legal Services Rents/Leases paid to you as the agent Medical Services Non-Medical Services Describe: Other Federal Tax ID Number (required): PO Box/Street Address: City: State: ZIP: Vendor Contact s Name: Contact s Telephone: FAX Toll-free Vendor Contact s address: Please check all that apply: LOC Local Vendor (Has street address and business license within Alameda County) SML Small Business (as defined by Small Business Administration) WOM Woman Owned Business (greater than 50%) AFA African American Ownership (greater than 50%) ASN Asian Ownership (greater than 50%) HIS Hispanic Ownership (greater than 50%) NAM Native American Ownership (greater than 50%) RFI-OCIP Page 5 of 6 06/22/01

6 List the Supplies and/or Services Vendor is interested in Providing; include Standard Industry Classification (SIC), if known: _Buyer Name/RFI # Completed by: Title: Date: To be Completed by Auditor s Office/GSA Purchasing Acknowledged by: on (date) The Auditor s Office/GSA Purchasing Department added/modified the vendor record according to the information provided above. The assigned vendor number is: The Auditor s Office/GSA Purchasing Department could not add or modify the vendor record for the following reason(s): Please resubmit this form with the requested information. RFI-OCIP Page 6 of 6 06/22/01

7 ADDENDUM No. 1 RFCP No For INSURANCE BROKERAGE SERVICES OWNER CONTROLLED INSURANCE PROGRAM (OCIP) This bid has been rescinded until further notice.