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  5. ›Financial analysis of captive insurance

Office of Management and Enterprise Services (OMES), Central Purchasing Division·Oklahoma

Financial analysis of captive insurance

Closes 7/30/2025$50k – $200kRequest for Proposal
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Description

The Office of Management and Enterprise Services (OMES), Central Purchasing Division, is seeking responses from potential Suppliers to provide a contract for the purchase of financial analysis of captive insurance companies licensed by the State of Oklahoma and applicants for licenses. The contract will be for a period of 1 year, with optional renewal terms. The Supplier will be required to provide financial analysis services, including review of financial statements, identification of risks, and provision of recommendations. The Supplier must have experience in providing similar services to establish a successful implementation experience. • The contract will be awarded to the Supplier who submits the most responsive bid, based on factors such as price, experience, and qualifications. • The Supplier must comply with all State terms and conditions relating to the contract. • The contract will be firm for a minimum of 120 days after the bid response due date. • The State reserves the right to request clarifications or conduct discussions for the purpose of clarification with any or all Bidders.

Attached files

Contact

Richard Diaz(Contracting Officer)

[email protected]

Key dates

Opened
6/27/2025
Questions due
7/16/2025
Closes
7/30/2025

Last updated

Details

Type
Request for Proposal
Industry
Insurance
NAICS
524126
Solicitation №
EV00000740

Budget estimate

$50,000 – $200,000

Based on the information provided, the budget for this opportunity is likely to be a fixed price contract, with the Supplier being paid for their financial analysis services. The exact budget amount is not specified, but it is likely to be in the range of $50,000 to $200,000 per year, depending on the scope of work and the experience of the Supplier. The State has not provided any information on the budget for this contract, so this estimate is based on industry standards for similar services.

AI estimate from the solicitation

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