THE GENESEE/SHIAWASSEE WORKFORCE DEVELOPMENT BOARD REQUEST FOR QUOTES FOR COMMERCIAL INSURANCE FOR THE PERIOD

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Ernest Stevens
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1 THE GENESEE/SHIAWASSEE WORKFORCE DEVELOPMENT BOARD REQUEST FOR QUOTES FOR COMMERCIAL INSURANCE FOR THE PERIOD QUOTE SHOULD BE SENT TO: Commercial Insurance Genesee/Shiawassee Michigan Works! Career Alliance, Inc. Attention: Workforce Training Department P.O. Box 528 Flint, MI An Equal Employment Opportunity Organization. Auxiliary aids and services, including accommodations, are available upon request to individuals with disabilities. 1

Attention: Workforce Training Department P.O.

2 I. GENERAL INFORMATION Commercial Insurance Solicitation Time Line: Legal Notice Run July 29, 2012 RFQ Released July 31, 2012 after 5:00 PM RFQ Due/Postmarked by August 10, 2012 WDB Approval August 24, 2012 A. Bidders Conference There will not be a bidder s conference for this solicitation. B. Instructions on Quote Submission Failure to complete all aspects of information requested may result in the application being disregarded. Closing Submission Date Quotes must be postmarked no later than August 10, 2012 Conditions of Quote All costs incurred in the preparation of a quote responding to this RFQ will be the responsibility of the Responder and will not be reimbursed by Career Alliance, Inc. (CAI) or the Genesee/Shiawassee Workforce Development Board (GSWDB). Instructions to Responders: The quote should be addressed as follows: COMMERCIAL INSURANCE Genesee/Shiawassee Michigan Works! Career Alliance, Inc Attention: Workforce Training Department P.O. Box 528 Flint, MI It is the responsibility of the responder to insure that the quote is received by the date specified in this RFQ to the above listed location.. Late quotes will not be considered. Responders must submit one (1) original and one (1) copy of the completed quote packet. The original and copy should be secured with a binder clip. No notebooks please. Any difference between the original and copy are at the liability of the responder. The responder must include an electronic copy of their quote on a Microsoft Office compatible CD. These documents will become part of the contract. Right to Reject CAI /GSWDB reserves the right to accept or reject any or all quotes received as a result of the RFQ, to negotiate with all qualified sources, or to cancel, in part or in whole, this RFQ if it is in the best interest of CAI/GSWDB. 2

Closing Submission Date Quotes must be postmarked no later than August 10, 2012 Conditions of Quote All costs incurred in the preparation of a quote responding to this RFQ will be the responsibility

3 CAI/GSWDB is the only office authorized to change, modify, amend, alter, clarify, etc., the specifications, terms, and conditions of the RFQ, and any awarded contract as a result of this RFQ. A contract for the accepted quote will be based upon the factors described in the RFQ. Small and/or Minority-Owned Business Efforts will be made by CAI to utilize small businesses and minority-owned businesses. A Responder qualifies as a small business firm if it meets the definition of small business as established by the Small Business Administration (13 CFR ) by having average annual receipts for the last three fiscal years of less than four million dollars. C. Description of Entity and Records CAI is a private, non-profit organization, which all together serves as the Michigan Works! Agency for Genesee and Shiawassee Counties. CAI is exempt from federal income tax under Section 501(c) (3) of the Internal Revenue Code. The agency is governed by a (28) member volunteer Board of Directors. Administrative offices and all records are located at 711 N. Saginaw St. Suite 300, Flint, MI Other offices are located throughout the service delivery area, as follows: Shiawassee Service Center Sylvester Broome Training & Technology Center 1975 W. Main St., 2 nd Floor 4119 N. Saginaw Street Owosso, MI Flint, MI D. Purpose of Request for Quote: This Request for Quote (RFQ) is designed to procure Commercial Insurance for the period (3 years) with an option to extend for an additional 2 years. The Commercial Insurance quote should include the following types of insurance: Commercial Property Coverage, Commercial General Liability Coverage, Commercial Crime Coverage, Commercial Inland Marine Coverage, and Premium for Terrorism Coverage, Workers Compensation, Business Auto Coverage and Directors and Officers Coverage. CAI/GSWDB administers the government funded Michigan Works! Workforce Investment system in Genesee and Shiawassee Counties. Responders are encouraged to provide additional information that would be of interest to CAI/GSWDB. 3

Small and/or Minority-Owned Business Efforts will be made by CAI to utilize small businesses and minority-owned businesses.

4 CERTIFICATIONS On behalf of the Responder: A. The individual signing certifies he/she is authorized to contract on behalf of the Responder. B. The individual signing certifies the Responder is not involved in any agreement to pay money or other consideration for the execution of this agreement, other than to an employee of the Responder. C. The individual signing certifies the prices in the quote have been arrived at independently, without consultation, communication, or agreement, for the purpose of restricting competition. D. Prior to an award, the individual signing certifies he/she has not knowingly disclosed financial details of the RFQ to any other potential Responder. E. The individual signing certifies he/she has not attempted to discourage another potential Responder from submitting a quote. F. The individual signing certifies he/she has read and understands the information in the Request for Quote. G. The individual signing certifies the Responder, and any individuals to be assigned to CAI is in good standing, and has not been debarred or suspended from doing work with any federal, state or local government. (If the Responder or any individual to be assigned to CAI has been found in violation of any state of professional standards, this information must be disclosed.) Dated this day of, 20 (Business/Organization Name) (Signature of Responder s Representative) (Printed Name and Title of Individual Signing) 4

The individual signing certifies the prices in the quote have been arrived at independently, without consultation, communication, or agreement, for the purpose of restricting competition. D.

5 BUSINESS/ORGANIZATION BACKGROUND: (Complete the following) YES NO A. Were grievances or complaints filed against the Business/Organization? B. Were lawsuits or judgments filed? C. Were there investigations of fraud, abuse, conflict of interest, political activities, nepotism, or any criminal activities? D. Was there a default or breach of contract? E. Were contracts canceled or not renewed due to non-performance/poor performance? F. Were there any discrimination complaints or rulings against the Business/Organization within the last two (2) years? G. Were any ethics violations alleged within the last five (5) years? lf YES responses, the following information MUST be provided: A. Date item checked was initiated; B. Party or parties involved; C. Brief description of circumstances; D. Final disposition and date (including any judgments); E. A brief explanation of action if still pending. 5

Were contracts canceled or not renewed due to non-performance/poor performance? F. Were there any discrimination complaints or rulings against the Business/Organization within the last two (2) years?

6 COMMERCIAL INSURANCE SERVICES QUOTE PACKET SECTION I: IDENTIFICATION Name of Business/Organization: Name of Individual (s) Designated: Address: Telephone: Fax: Please insert Insurance Costs below: Commercial Property Coverage Commercial General Liability Coverage Commercial Crime Coverage Commercial Inland Marine Coverage Premium for Terrorism Coverage Workers Compensation Business Auto Coverage Directors and Officers Coverage Other Insurance Total Cost per year 6

Commercial General Liability Coverage Commercial Crime Coverage Commercial Inland Marine Coverage Premium for

Commercial Liability Insurance Brokerage RFP

2014 Commercial Liability Insurance Brokerage RFP Closing Date: Contract Administrator: December 17 th, 2014, 3:30pm Eric C. Faulkner Telephone: 704-283-7583 x. 227 Facsimile: 704-283-1964 E-Mail Address: