Insurance Brokerage Services, RFP# JBCP-2015-05-JMG

Update: June 24, 2015

Prices Proposed, Price Points Awarded, Final Scores

Proposer

Program Design Experience & Specialized Expertise Points

Proposed Price

Price Points

Final Score

Willis

67.7

9.9%

23

90.7

Wells Fargo

47.0

9.1%

25

72

Alliant

58.0

7.5%

30

88

The Awardee is Willis Group Holdings Limited.

The Judicial Council wishes to sincerely thank all organizations for their time and effort expended in providing Proposals under this RFP.

Update: June 22, 2015

Average Proposal Scores for Program Design Experience and Specialized Expertise, Except Price

  • Willis – 69.7 points
  • Wells Fargo – 47.0 points
  • Alliant – 58.0 points      
        

Update: May 21, 2015

Questions and Answers
There were no questions submitted to the Judicial Council regarding this RFP

Update: May 11, 2015

Updated RFP Project Schedule:

Event

Dates
1 Pre-Proposal/Project Review Teleconference. Telephone Participants Dial: 877-820-7831.  The password required to access this line is 115732. May 15, 2015 at 10AM Pacific Time
2 Deadline for submitting requests to the Judicial Council for additional information, clarifications, or RFP modifications. E-mail all questions, using the Form for Submission of Questions to:  capitalprogramssolicitations@jud.ca.gov May 19, 2015 at 4PM Pacific Time
3 Judicial Council will post answers to participants’ requests for additional information, clarifications or RFP modifications, on the California Courts website pertaining to this RFP, Bidders/Solicitations page, located at: http://www.courts.ca.gov/rfps.htm May 22, 2015 at 4PM Pacific Time
4 Deadline for Submission of Proposals Not later than 2:00 p.m. PST on June 3, 2015
5 Oral Interview to be schedule and held.  One or more firms will be selected and notified June 17 & 18
6 Scoring of the subject areas regarding Program Design Experience and Specialized Expertise is published to the website. June 22, 2015
7 Public Opening of Sealed Price Proposals June 23, 2015 at 2:00 PM Pacific Time at 455 Golden Gate Ave, San Francisco, CA 94114, Floor 6, Room 6331. Participants must be assembled in the 6th Floor Lobby - 5 minutes prior to the opening time to be present at the opening.
8 Scoring of the Price Proposals and final tabulation of scores and ranking of Proposers is published to the website. June 24, 2015
9 Agreement takes effect July 1, 2015

The Judicial Council of California seeks Proposals for the purpose of evaluating and selecting a single insurance brokerage firm, led by an experienced Broker based in the State of California, to provide expertise,  consultation and solicitation for  property and liability insurance as may, from time to time, be needed by the Judicial Council [and/or] [for the benefit of] the Supreme Court, Court(s) of Appeal, or Superior Court(s) of the State of California.

The RPF and its associated documents as well as the Legal Agreement applicable to provision of the Services are provided immediately below.

The RFP Project Schedule follows.

Request for Proposal

Legal Agreement

Administrative Rules Applicable to this RFP

Forms:

Form for Submission of Questions

Technical Proposal Form (Updated 4/28/2015)

Price Proposal Form  (Updated 4/28/2015)

DVBE Participation Form

Payee Data Record Form

Darfur Certification Form

General Certifications Form

Iran Contracting Act Certification Form

RFP Project Schedule:

Event

Dates
1 Pre-Proposal/Project Review Teleconference. Telephone Participants Dial: 877-820-7831.  The password required to access this line is 115732. May 5, 2015 at 10AM Pacific Time
2 Deadline for submitting requests to the Judicial Council for additional information, clarifications, or RFP modifications. E-mail all questions, using the Form for Submission of Questions to:  capitalprogramssolicitations@jud.ca.gov May 12 2015 at 4PM Pacific Time
3 Judicial Council will post answers to participants’ requests for additional information, clarifications or RFP modifications, on the California Courts website pertaining to this RFP, Bidders/Solicitations page, located at: http://www.courts.ca.gov/rfps.htm May 19, 2015 at 4PM Pacific Time
4 Deadline for Submission of Proposals Not later than 2:00 p.m. PST on June 3, 2015
5 Oral Interview to be schedule and held.  One or more firms will be selected and notified June 10 & 11
6 Scoring of the subject areas regarding Program Design Experience and Specialized Expertise is published to the website. June 16, 2015
7 Public Opening of Sealed Price Proposals June 18, 2015 at 2:00 PM Pacific Time at 455 Golden Gate Ave, San Francisco, CA 94114, Floor 6, Room 6331. Participants must be assembled in the 6th Floor Lobby - 5 minutes prior to the opening time to be present at the opening.
8 Scoring of the Price Proposals and final tabulation of scores and ranking of Proposers is published to the website. June 19, 2015
9 Agreement takes effect July 1, 2015