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  5. ›Captive/Microcaptive Insurance Consulting Services

California Franchise Tax Board·California

Captive/Microcaptive Insurance Consulting Services

Closes 12/31/2025$200k – $500kRequest for Proposal
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Description

The Franchise Tax Board is seeking a vendor to provide Captive/Microcaptive Insurance Consulting Services. The selected vendor will be required to provide expert reports and conduct evaluations of captive/microcaptive insurance programs. The vendor must have experience in providing consulting services and must meet the requirements outlined in the RFP. Some key aspects of the job include: • Providing expert reports on captive/microcaptive insurance programs • Conducting evaluations of captive/microcaptive insurance programs • Having experience in providing consulting services • Meeting the requirements outlined in the RFP • Providing a list of prior evaluations for each proposed Key Staff member • Including a section titled "Prior Evaluations List" in each Key Staff member's resume The scope of work for this project includes several phases, including an intake assessment, conflict of interest assessment, and production of expert reports. The vendor must also adhere to the confidentiality requirements outlined in the RFP.

Attached files

Contact

Sheri Birkmaier

[email protected]

(916) 845-3984

Key dates

Opened
10/3/2025
Closes
12/31/2025

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
541610
Solicitation №
0000036867

Budget estimate

$200,000 – $500,000

The budget for this opportunity is likely to be in the range of $200,000 to $500,000, based on the scope of work and the requirements outlined in the RFP. The vendor will be required to provide expert reports and conduct evaluations of captive/microcaptive insurance programs, which may require significant resources and expertise. The budget may also depend on the number of phases and the complexity of the project.

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