Owner Controlled Insurance Brokerage and Program Administration Qualifications

RFP Number: OCCM-2009-08-JMG

The Administrative Office of the Courts, Office of Court Construction and Management seeks to contract with an insurance brokerage firm qualified to provide services in all phases of the development, implementation and administration of an owner controlled insurance program for the construction of new courthouses for the Superior Courts of California.

Update (July 2, 2010)

Scoring of Proposals

Update (May 24, 2010)

Notice of Intent to Award

It is the intent of the Administrative Office of the Courts to enter into a contract with the following organization:

Willis Group Holdings/Willis North America
801 Figueroa Street
7th Floor
Los Angeles, CA 90017

Provided contract negotiations can be finalized, the above named organization will be awarded a contract for the services set forth in the Request for Proposal.

Update (March 10, 2010)

Questions and Answers


RFP – Modification 1 (03-10-10) The AOC has modified Section 4 of the RFP


Request for Proposal


Printable forms


RFP Schedule:

Proposed Schedule

RFP Publication and Selection of Brokers

Week of 2/22//2010 Publication of RFP
Week of 3/1/2010

3/4/10, 10:00 AM- 12 PM PST Teleconference to explain the RFP
Reserve your Webinar seat now at:
https://www2.gotomeeting.com/register/362717306

Week of 3/8/2010 3/8/10, Submission of final written questions due
Publication of responses
Week of 4/5/2010 4/8/2010 - RFP closes. Submissions to be made by 1:00 PM PDST
Week of 4/12 thru 4/26/2010 Review and Ranking of Proposals
Week of 4/26/2010
  • Tabulation of final scores and completion of short lists
  • Short-lists to be published. Firms to be notified of oral interviews
Week of 5/3/2010
  • Interviews to be scheduled and held
  • One or more firms to be selected and notified
Week of 5/10/2010 Authorization to proceed per project as appropriate; contract to be negotiated and signed