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City of Tulsa·Oklahoma

Insurance Broker Services

Closes 10/30/2019$35k – $60kRequest for Proposal
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Description

The City of Tulsa is seeking a qualified insurance brokerage firm to provide comprehensive brokerage services for its Human Resources Department. The scope includes designing coverage, procuring insurance, managing claims, providing loss‑control site visits, and delivering employee training, all on a flat‑fee basis with optional hourly services. The contract is a one‑year term with up to four renewable one‑year extensions, evaluated on capabilities, personnel, approach, references, and cost. Vendors must be Oklahoma‑licensed brokers, cannot receive commissions, and must carry specific liability insurance. • Base brokerage services (coverage design, procurement, claims support) billed as a flat annual fee. • Optional hourly services: loss‑control site visits and employee training. • Evaluation criteria: 25 pts capabilities, 25 pts personnel, 20 pts approach, 10 pts references, 20 pts cost. • Contract term: 1 year initial, with four optional one‑year renewals; vendor must maintain $1 M general & auto liability, professional liability with prior‑acts endorsement.

Attached files

Contact

Terry Thomas(Senior Buyer)

[email protected]

(918) 596-7559

Key dates

Opened
10/18/2019
Questions due
10/16/2019
Closes
10/30/2019
Duration
1 year

Last updated

Details

Type
Request for Proposal
Industry
Insurance
NAICS
524210
Solicitation №
TAC 871A

Budget estimate

$35,000 – $60,000

The solicitation cites a reference broker fee of roughly $40,000 for the base services. Considering optional hourly services and potential market variations, a realistic award range would likely fall between $35,000 and $60,000 for the first year. The low end assumes a modest flat fee with limited optional services; the high end accounts for higher fees or extensive optional work.

AI estimate from the solicitation

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