Insurance Agent of Record Services RFP

Notice is hereby given that the City of Umatilla (City) is seeking written proposals from qualified insurance agents to serve as the Agent of Record for the City’s risk management program; property, casualty, liability, and auto insurance and for employee insurance and related benefit programs; workers’ compensation, medical including vision and prescription coverage, dental, long term disability, life and other risk management services.

The Agent of Record should be fully qualified to work with City County Insurance Services (CIS) and prepared to provide extensive services and support in the areas listed for a minimum of five (5) years with an option to extend for an additional one (1) years at the City’s discretion.

The Request for Proposals can be downloaded from the City of Umatilla website at www.umatilla-city.org or a printed copy can be obtained by contacting the City of Umatilla Finance Department, 700 6^th Street/PO Box 130, Umatilla, OR 97882, or phone (541) 922-3226, Monday through Friday, between the hours of 9:00 a.m. and 5:00 p.m.

It is imperative that those who download the solicitation documents check the website regularly for addenda, clarifications, and other notifications that may be pertinent. In addition, all Proposers known by the City of Umatilla to have received a complete set of the RFP documents will receive email notification when additional items are posted to the website. For questions or clarifications regarding this RFP or to be added to the Interested Proposer’s list, contact Melissa Ince, Finance & Administrative Services Director, at (541) 922-3226 x 104.

Sealed proposals must be received by the City of Umatilla, City Hall, 700 6^th Street, Umatilla, OR, not later than 4:00 p.m., Wednesday, March 22, 2023, addressed to the City of Umatilla, Attention: Melissa Ince, Finance & Administrative Services Director, 700 6^th Street, Umatilla, OR 97882. On the outside of the envelope, please reference “Insurance Agent of Record Proposal” along with the name and address of the Proposer. Faxed or electronic (email) responses will not be accepted. Proposals received after the closing date and time will not be opened or reviewed.

The City may reject any Proposal not in compliance with all prescribed solicitation procedures and requirements and other applicable law, and may reject any or all Proposals in whole or in part when the cancellation or rejection is in the best interest of the City, and at no cost to the City.