REQUEST FOR PROPOSAL
FOR
PROPERTY AND LIABILITY
RISK MANAGEMENT
AND INSURANCE
CONSULTING SERVICES
(SAMPLE)
TABLE OF CONTENTS
Page No.
Section I General Specifications
1.1 Introduction and Background…………………………………… 2
1.2 Additional Information…………………………………………… 2
1.3 Response Deadline……………………………………………….. 2
1.4 Independence…………………………………………………….. 2
1.5 Response to RFP………………………………………………….. 2
1.6 Selection Criteria…………………………………………………. 3
1.7 Cost of Services……………………………………………………. 3
1.8 Fixed Price Period………………………………………………….. 3
1.9 Expenses………………………………………………………….. 3
1.10 Insurance…………………………………………………………. 3
1.11 Confidentiality……………………………………………………… 4
1.12 Records Retention………………………………………………… 4
1.13 Executed Contract to Include RFP……………………………….. 4
1.14 Subcontractors……………………………………………………. 4
Section II Technical Specifications Audit of Property & Liability Risk Management & Insurance Program
2.1 Scope of Work and Objectives……………………………………… 5
2.2 Specific Tasks……………………………………………………… 5
2.3 Work Plan………………………………………………………….. 6
2.4 Report………………………………………………………………. 6
Section III Technical Specifications Competitive Insurance Quotation Process 3.1 Scope of Work and Objectives……………………………………… 7
3.2 Specific Tasks ……………………………………………………… 7
3.3 Work Plan………………………………………………………….. 8
Section IV Technical Specifications Competitive TPA Quotation Procedure 4.1 Scope of Work and Objectives……………………………………... 9
4.2 Specific Tasks …………………………………………………….. 9
4.3 Work Plan…………………………………………………………. 10
Section V Technical Specifications Continuous Consulting 5.1 Scope of Work and Objectives……………………………………... 11
(SAMPLE)
Section I: General Specifications
1.1 Introduction and Background
Incorporate here the following information about the RFP requestor:
A brief description of the organization including