DeKalb County Departme. April 28, 2016. Request for (Annual with. Services



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DeKalb County Departme ent of Purchasing and Contracting April 28, 2016 TO: ALL RESPONDE ERS UNDER REQUEST FOR QUOTES 3003536 FROM: Department of Purchasing and Contracting, DeKalb County ADDENDUM NO. 1 Request for Quotes (RFQ) No. 3003536 Workforce Development Insurance Broker/Agent (Annual with 2 Options to Renew) is hereby amended as follows: Services 1. The attached Responder Questions and Answers 2. The Due Date has been changed as follows: Quotes are due by 3:00 p.m. EST on May 4, 2016. 3. It is the responsibility of each responder to ensure that he/she is aware of all addenda issued under this RFQ. Please sign and include with your bid. You may call Michellee Butler, Procurement Agent Senior at (404) 687-3581 before the quotess are due to confirm the number of addenda issued. 4. All other conditions remain in full force and effect. Michelle Butler, Esq., CPCM Procurement Agentt Senior Department of Purchasing and Contracting Maloof Administration Building 1300 Commercee Drive, 2 nd Floor Decatur, Georgia 30030 Website: www.dekalbcountyga.gov

ACKNOWLEDGMENT The above Addendum No. 1 is hereby acknowledged: Date: (Company Name) (Printed Name of Responder s Authorized Signer) (Signature of Responder s Authorized Signer) (Title)

RFQ No. 3003536 Workforce Development Insurance Broker/Agent Services (Annual with 2 Options to Renew) Questions and Answers 1. Question: Are you sending out employee censuses? No. 2. Question: Unless I receive an updated payroll estimate by class code from you I will use the same payroll figures for computing premiums as your expiring policy. See Workers Compensation and Employers Liability Policy. 3. Question: Directors and officers insurance is not written on standardized policy forms like many other coverages. For that reason I need to review your current policy and quote at a minimum the coverage you currently have. Please see the Director s and Officer s Insurance Coverage. 4. Question: Please forward me a copy of your policy with National Union AND 3 year currently valued loss history from the company commonly called loss runs. The underwriter will also need to review a copy of your most recent audited financials. Please see the Non-Profit Director s and Officer s Insurance Coverage. 5. Question: Attached is the application for nonprofit D&O I will need completed and signed by the appropriate officer. All application forms will be completed once a vendor has been awarded the contract resulting from this RFQ. 6. Question: Would you please provide the following documents; Workers' Compensation & Employers' Liability: o Correct Federal Employer's Identification Number The State Board of Workers Compensation or National Council on Compensation Insurance cannot confirm current or pre-existing workers' compensation coverage under FEIN 85-3679669 provided in the quotation document. o Estimated Annual Remuneration by current classification code o Estimated employees by Full-Time/Part-Time, by classification code o Currently valued Loss History for previous 5 years o Most recent Experience Rating Worksheet issued through the National Council on Compensation Insurance DIrectors & Officers (Board Members) Liability o Currently valued Loss History for previous 5 years Federal Number: 853679669 Federal Employer s Identification Number: 58-6000814

Estimated Annual Remuneration: Approximately $325,000.00 $350,000.00. See Workers Compensation and Employers Liability Policy. Estimated Program participants on (part time basis): 250 300. No loss history for the past 5 years under the Workers Compensation and Employee Liability Policy or the Non-Profit Directors and Officers Insurance Coverage. 7. Question: We are wanting to see if the request for services is for Property/Casualty/Auto/Workers Compensation training and development or benefits/wellness? DeKalb County, GA is only requesting coverage as listed in the RFQ documents for Workforce Development non-employee training program participants and the Workforce Development Board Members. Please review the scope of work on page 3 of the RFQ. 8. Question: Current risk management firm Dekalb is using? DeKalb County has obtained insurance coverage for its County employees from Travelers Insurance and American Home Assurance Co. Please be aware that this RFQ is only requesting coverage as listed in the RFQ documents for Workforce Development non-employee training program participants and the Workforce Development Board Members. See also Question and Answer #7. 9. Question: Current carriers Dekalb is using for the insurance policies? See Question and Answer #7 and #8. 10. Question: Any specific areas Dekalb has of interest for training and procurement? DeKalb Workforce Development has no interest in training and procurement. 11. Question: Are you asking for the bids to include premiums for each of the following policies: Workers Compensation, Employers Liability, Directors and Officers? If so, we will need much more information on the payrolls, losses, budget. Or are you only asking for the fees associated with the risk management company for their services throughout the year? DeKalb Workforce Development is seeking request for quotes that include the insurance coverage premiums as well as the Insurance Broker/Agent fees and/or commissions for providing the services as outlined in the RFQ.

See the Workers Compensation and Employers Liability Policy and the Non- Profit Directors and Officers Insurance Coverage for additional information to assist in providing the requested information. 12. Question: Are you requesting pricing on the premium for the workers compensation, employers liability, and directors and officers coverage or just the price for the agency services associated with the purchasing of those policies? See Question and Answer #11. 13. Question: We will need: the current payrolls and class codes on the workers compensation policy Current hard copy of the loss runs Number of board members and annual budget See the Workers Compensation and Employers Liability Policy and the Non- Profit Directors and Officers Insurance Coverage for additional information to assist in providing the requested information. The Workforce Development Board has 23 voluntary members. These members neither participate in payroll nor do they approve the processing of payments. The Workforce Development Board has an annual budget of $5.3 million. A hard copy of the loss runs is not available at this time. As indicated on page 3 of the RFQ, DeKalb Workforce Development has no losses over the last 5 years with the current insurance carriers. 14. Question: The RFP seeks and has fields on Attachment B to include the broker fee/ commission amount. However, there is also a blank field for the premiums. As there are no applications, coverage specifications (payroll amounts, revenue, etc.), it would be difficult to send to market or obtain formal premium quotations on your behalf. Please clarify if you are seeking broker fee/ commission quotes, policy premiums per policy or both See Question and Answer #11. 15. Question: It has always been our understanding that Workers Compensation Insurance is the same as Employers Liability Insurance. Are you seeking something in addition to Workers Comp & Director s and Officers Liability? See Question and Answer #7 and #9. 16. Question: What are the annual payrolls used to currently rate your Workers Comp policies? This can be found on the current Workers Comp policy. See the Workers Compensation and Employers Liability Policy. 17. Question: Are there different class codes used to rate the current employees on the Workers Comp policy? This will also be found on the current policy. We will need to know the class code, and subsequent payroll allocated to each.

See Question and Answer #16. The pay rate for non-employee program participants range from $8.00 - $15.00 per hour for 35 hours per week for a maximum of 12 weeks. 18. Question: For Director's and Officer's Liability, I will need to know the current number of board members. See Question and Answer #13. 19. Question: Also, for D&O, do you have a current Financial Statement that you can share? See County Audit Report and Question and Answer #13. 20. Question: Lastly, I see on the Request that you state "No Losses". Do you have a "Loss Run" report from both Hartford and National Union Fire Insurance that you can provide? See Question and Answer #13.