About this opportunity
AI summaryThe County of San Joaquin seeks proposals from onshore USA organizations to provide third-party administrator services for its liability and medical malpractice self-insurance programs. The selected administrator will perform offsite work investigating, processing, managing, and resolving bodily injury, personal injury, and property claims, while coordinating with county personnel and outside legal counsel, recording payments in an electronic database, and providing trend reports. Interested proposers may attend a non-mandatory pre-proposal conference via Microsoft Teams on November 10, 2026, and must submit questions by 5:00 PM Pacific Time on November 13, 2026. Applicants must deliver one original paper proposal and one copy on a USB drive to Purchasing before 4:30 PM on December 4, 2026, including a separately sealed Exhibit B pricing schedule. The county evaluates proposals based on a 100-point scale covering program deliverables, overall experience and qualifications, and cost, which accounts for 30 points.
Buyer and opportunity details
- Client
- County of San Joaquin
- Solicitation No.
- 26328
Scope of work
- Investigate, evaluate, process, manage, and resolve bodily injury, personal injury, property, and money damage claims
- Maintain 24-hour emergency contact capability
- Enter all claim data and notes into the County claims management system
- Provide litigation support, trial monitoring, and representation at settlement conferences and mediations
- Establish and maintain liability and expense reserves on each claim
- Conduct timely investigations and assemble documentation including scene photos, statements, interviews, and medical records
- Fulfill ongoing reporting and notification requirements to PRISM and excess carriers
- Serve as Mandatory Insurer Reporting entity for Medicare Set Aside and CMS compliance
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Program Deliverables | Not specified |
| Overall Experience and Qualifications | Not specified |
| Cost | 30 |
| Total Points | 100 |
Minimum qualifications
- Not less than ten (10) years of experience as a Claims Administrator for a public agency
- Designated individual with minimum five (5) years of experience adjusting and/or administering public agency claims
- Experience reserving loss and expense for claims against public agencies
- Experience in litigation management coordination with county counsel and outside legal counsel
- Experience handling complex liability and medical malpractice claims against public agencies
- Experience representing public agencies at settlement conferences and mediations
- Experience dealing with excess insurance programs and commercial carriers
Documents to include with your response
- Statement of Organizational Experience (5 page max)
- Form A Identification Sheet
- Form B Proposal Authorization Signature Page
- Form C Cooperative/Piggyback Clause
- Form D Non-Collusion Affidavit
- Form E Public Contract Code Section
- Form F Local Vendor Preference Certification with Business License screen
- Form G References, Form H Exceptions, and Form I Levine Disclosure Statement
- Appendix 1 California Secretary of State, Appendix 2 Insurance, Appendix 3 Business License, Appendix 4 IRS W-9
- Exhibit B Pricing Schedule (sealed in separate cover)
Key dates
- Issue RFP
- Friday, October 30, 2026
- Pre-proposal conference link request deadline
- 12:30 PM Pacific Time, Tuesday, November 10, 2026
- Non-Mandatory Pre-Proposal Conference Via Microsoft Teams
- 3:00 PM Tuesday, November 10, 2026
- Deadline to Submit Questions or Clarifications
- 5:00 PM Friday, November 13, 2026
- County Response to Questions or Clarifications
- 5:00 PM Friday, November 20, 2026
- Proposals Due at Purchasing before time identified
- 4:30 PM Friday, December 4, 2026
- Interview / Presentations
- January 27
- Intent to Award
- January 27
- Estimated Board Approval Date
- TBD
How to submit
- Method
- Hard copy and electronic copy on flash drive
- Instructions
- One (1) hard copy marked Original and one (1) electronic copy on a flash drive delivered to San Joaquin County Purchasing and Support Services, 44 N. San Joaquin Street, Suite 540, Stockton, CA 95202. Exhibit B Pricing Schedule must be sealed in a separate cover. Fax or email submissions not accepted.
Contract details
- Term
- Claims reported after July 1, 2027 and open prior claims; annual price adjustments capped at 3% based on CPI Index
- Place of performance
- Stockton, CA
- Insurance and bonding
- Contractor must ensure insurance under both state and county requirements and submit Appendix 2 San Joaquin County Insurance Requirements.
- Funding
- County Risk Reserve Funds