Insurance Brokerage Services

Project: Insurance Brokerage Services Ref. #: 23-J-S-T-P-054 Type: RFP Status: Open Open Date: May 15th 2023, 2:00 PM PDT Intent to Bid Due Date: Jun 30th 2023, 2:00 PM PDT Questions Due Date: May 29th 2023, 4:00 PM PDT Close Date: Jun 30th 2023, 2:00 PM PDT Days Left: < 1 Project Description:The Peninsula Corridor Joint Powers Board (“JPB” or Agency”), San Mateo County Transit District (“District” or Agency”), San Mateo County Transportation Authority (“TA” or “Agency”) singularly referred to as “Agency” and collectively referred to as “Agencies” are seeking proposals from qualified firms (Proposers or Consultants) to provide insurance brokerage service primarily consisting of insurance of property and casualty insurance programs including comprehensive risk management (Services). The Agencies, subject to Board of Directors' approval, intend to award a 5-year base term contract, with up to 1 additional 2-year option term. Important Events:OngoingOpen DateOnline PortalPosting date for

the OpportunityMay 15th 2023, 2:00 PM PDTN/AUpcomingClose DateOnline PortalDeadline for SubmissionsJun 30th 2023, 2:00 PM PDTN/AUpcomingIntent to Bid Due DateOnline PortalDeadline to indicate your intent to BidJun 30th 2023, 2:00 PM PDTYesPassedPre-Proposal ConferenceMicrosoft TeamsA Pre-Proposal Conference will be held virtually on May 23, 2023 commencing promptly at 10:30 a.m. on Microsoft Teams. Members of the Agencies’ staff will review the requirements for this Solicitation and be available to answer questions. Attendance at this meeting is not mandatory, but is highly recommended. Log in using address below. Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 246 278 049 319 Passcode: qEgHJF Download Teams | Join on the web Or call in (audio only) +1 929-352-1591,,970996142# United States, New York City Phone Conference ID: 970 996 142# Find a local number | Reset PIN Learn More | Meeting optionsMay 23rd 2023, 10:30 AM PDT - May 23rd 2023, 11:15 AM PDTNoPassedQuestions Due DateOnline PortalDeadline to submit QuestionsMay 29th 2023, 4:00 PM PDTN/A Supporting Documentation:5. Exhibits 1 - 4.pdfDocumentation5. Exhibits 1 through 4: Exhibit 1: Proposal Cover Form Exhibit 2: Reference Form Exhibit 3: Exception Form Exhibit 4: California Levine ActRead more...May 15th 2023, 3:23 PM PDT - 6. Exhibits 5 and 7.pdfDocumentation6. Exhibits 5 and Exhibit 7 Exhibit 5: Designation of Subconsultants Exhibit 7: SBE Preference FormRead more...May 15th 2023, 3:23 PM PDT - Addendum 1 23-J-S-T-P-054 Brkg Srvc.pdfAddendaAddendum #1May 31st 2023, 9:13 AM PDT - Addendum 1 23-J-S-T-P-054 Brkg Srvc.pdfOtherDocument - Addendum #1May 31st 2023, 9:15 AM PDT - Cost Proposal Form - Bonfire prtctd.xlsDocumentationCost Proposal Workbook: District, JPB, TAMay 15th 2023, 3:12 PM PDT - Pre Proposal Conference PPT.pdfOtherPre-Proposal Conference Slide DeckMay 24th 2023, 9:47 AM PDT - RFP - 23-J-S-T-P-054 Insurance Brokerage Services [FINAL].pdfDocumentationRFP - Insurance Brokerage ServicesMay 15th 2023, 3:08 PM PDT - Commodity Codes: US_NAICS_2017 52421 Insurance Agencies and Brokerages US_NAICS_2017 524210 Insurance Agencies and Brokerages