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Request For Proposal 18-R24 Insurance Brokerage and Professional Consulting Services

Join us for a detailed overview of the procurement process, requirements, and key dates for insurance brokerage and consulting services. The proposal format, scope of work, and necessary coverages will be discussed.

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Request For Proposal 18-R24 Insurance Brokerage and Professional Consulting Services

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  1. Request For Proposal18-R24Insurance Brokerage and Professional Consulting Services July 19, 2018 9:30 a.m. LCS Board Room

  2. AGENDA • INTRODUCTIONS • Ben Guida, Senior Purchasing Agent • Lou Emma Cromity, Interim Director of Procurement • Thomas Stringer, Jr., Chief Operating Officer • Tellis Chandler, Deputy Director of Safety • Ester Mitchell, Claims and Insurance Manager • LYNX, Serving Orange, Seminole, and Osceola Counties • PROCUREMENT PROCESS • Overview of Solicitation Cover Page • Scoring Criteria Exhibit C • Pricing Sheet Exhibit L • Contract Exhibit K • Format of Your Proposal Exhibit A • Cone of Silence • REQUIREMENTS • Requirements • Scope of Work

  3. PROCUREMENT PROCESS • Overview of Solicitation – Cover Page • Scoring Criteria – Exhibit C • Pricing Sheet – Exhibit L • Contract – Exhibit K • Format of Your Proposal - Exhibit A • Key Dates • Questions – In writing via E-mail by July 25, 2018 at Noon, Local Time • Proposal Due Date – August 13, 2018 by 2:00 p.m. Local Time • Short List Evaluation Meeting – August 22, 2018, 8:00 a.m. Local Time • All Information will be posted on the LYNX Website, including Addenda (if any) • Cone of Silence

  4. Procurement Process Cone of Silence During the period from the date of this RFP, through the period that the LYNX Board of Directors approves the award of Contract (including any period during which a procurement protest (“Protest”) has been filed and is pending), Proposers may not directly or indirectly contact any LYNX Board member, any LYNX employee, or LYNX legal counsel regarding this RFP except for questions directed to LYNX Procurement Representative. Any prohibited contact may result in the immediate disqualification of the Proposer from consideration for the award of the Contract and the rejection of any Protest.

  5. Proposal Format

  6. Scope of Work • The services shall include provision for the followingcoverages: • General Liability (All Risk PropertyProgram) • Boiler and MachineryCoverage • CyberLiability • PollutionLiability • Crime (SuretyBond) • ExcessLiability • Excess Workers’Compensation • Special Liability Insurance Program (SLIP; Firefighters while attending required trainingcoverage) • Ancillary insurance coverages include, but are not limited to government crime, blanket general liability event policy, accident policy and bonds. • B. Program Administration Services – (Per Handout)

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