REQUEST FOR PROPOSALS FOR INSURANCE BROKER FOR EMPLOYEE BENEFITS RFP #19-011
For full details please see: PDF

SECTION 1 – INTRODUCTION
SKAGIT TRANSIT RFP #19-011 – INSURANCE BROKER FOR EMPLOYEE BENEFITS
This Request For Proposals (RFP) is the means for qualified Consultant’s to submit proposals to Skagit Transit for Insurance Broker for Employee Benefits who are appropriately licensed in the State of Washington to provide employee benefit insurance and consulting services as described in this document. The Contract will be awarded to only one vendor. The RFP and any subsequent Addenda will be posted to Skagit Transit’s website at www.skagittransit.org under the Procurement section.

Contract Term & Type: Three (3) year Firm-Fixed Price (FFP) Contract with two (2) successive one-year extension options, at the sole discretion of Skagit Transit, assuming satisfactory performance by the consultant. Each proposer must designate in advance, the lead account executives(s) including member(s) of support staff who will be assigned to the Skagit Transit account and agree that any changes in personnel assigned to the Skagit Transit account will be made only with written approval of Skagit Transit. Skagit Transit reserves the right to request additional information at any time.

A sample contract between Skagit Transit and the successful Proposer is included in this RFP as Exhibit A. The terms and conditions will be similar in form to the final agreement to be executed between the parties; however, Skagit Transit reserves the right to make changes and additions prior to execution.

Contract Amount: It shall be understood and accepted by the Proposer that any volumes or amounts shown in this RFP are estimates only and impose no obligation on Skagit Transit, either minimum or maximum, to purchase all services contained in this RFP.

Proposals shall be made according to the “Instructions to Proposers” and as outlined on the Proposal Form, Exhibit B, included hereunder. Proposers must meet the minimum requirements described in this RFP and present evidence that they are fully competent to perform under the conditions of the Agreement. Proposals shall include a description of the firm, its services, key personnel who would be assigned work under the Contract, a price proposal, etc. Failure to comply with these Instructions may result in disqualification of the proposal.

Proposal Due Date: It is the responsibility of Proposers to have their original sealed proposal and three copies received at the Skagit Transit MOA facility, 600 County Shop Lane, Burlington, WA no later than exactly 2:00 p.m. PDT June 20, 2019. Please provide on the sealed envelope your firm’s name and address, and bid name and number. Late proposals will be rejected and returned to the Proposer unopened after that time.

A Proposer that is determined to have an unsatisfactory record of performance and/or integrity in connection with the pre-qualification, bidding, or performance phase of any previous contract may be rejected for consideration.

All proposals shall be effective for sixty (60) days from the Proposal Due Date and shall contain a statement to that effect. All submitted documents become the property of Skagit Transit.

Equal Opportunity: Women or minority owned Disadvantaged Business Enterprises (DBE) are encouraged to submit proposals. It is Skagit Transit’s policy to ensure non-discrimination in the award and administration of all contracts, to create a level playing field on which DBE’s can compete fairly and to help remove barriers to the participation of DBE’s in our contracts.