What the buyer needs
AI summaryThe Southern California Regional Rail Authority seeks a qualified firm to provide insurance brokerage and benefit consulting services. The selected vendor will assist in assessing, marketing, and placing property and casualty insurance, providing technical advice on loss exposures, and advising on solicitation insurance requirements. Scope also includes benefit-related reporting, health and wellness education, employee communications, and human resources support. Only onshore USA organizations are eligible to bid. The contract features a three-year base term with two one-year renewal options. A pre-bid conference takes place on October 9, 2026, and the deadline for questions is October 16, 2026. Proposers must submit complete technical, price, and form proposals electronically through the Authority's vendor portal. Evaluation follows a best-value basis using a 100-point scale: 25 points for firm qualification, 30 points for staff qualification, 15 points for technical approach, and 30 points for price competitiveness. Proposers must not be debarred and must demonstrate relevant transit and heavy rail insurance experience.
Scope of work
- Annual marketing plan preparation for property and casualty insurance procurement
- Consultation and technical advice for identifying and evaluating loss exposures
- Insurance requirements consultation for Authority solicitations and agreements
- Placement of heavy rail, real property, and personal property insurance coverage
- Benefit-related reporting including cost, trend, benchmarking, and utilization analyses
- Employee benefits, health, and wellness education, tools, and support
- Support for employee benefit and regulatory compliance inquiries
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Qualification of Firm | 25 points |
| Qualification of Staff | 30 points |
| Work Plan / Approach | 25 points |
| Price Score | 20 points |
Minimum qualifications
- Onshore (USA Organization Only)
- General experience in placement of insurance for transit agencies or public entities
- Prior experience with insurance specific to heavy rail operations and real and personal property
Documents to include with your response
- Technical Proposal
- Attachment B - Price Proposal
- Form G01 - Proposal Letter
- Form G02 - Responsible Proposer’s Questionnaire
- Form G03 - General Certifications
- Form G-04 - Campaign Contribution Certification
- Form G-05 - Hiring and Lobbyist Restrictions Certifications
- Form G06 - List of Current Contracts/Projects
- Form G07 - List of Completed Contracts/Projects – Last One to Three Years
- Form D02 - List of Proposed Subcontractors/Suppliers
How to submit
- Method
- Electronic via the Authority solicitation portal
- Instructions
- Technical Proposal (PDF) uploaded to Response File field, Price Proposal in native format uploaded to Cost File field, and Proposal Forms uploaded separately into designated fields on the portal.