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Managing People

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Managing People
(SAMPLE)

REQUEST FOR PROPOSAL

FOR

PROPERTY AND LIABILITY
RISK MANAGEMENT
AND INSURANCE
CONSULTING SERVICES

(SAMPLE)

TABLE OF CONTENTS
Page No.
Section I General Specifications

1.1 Introduction and Background…………………………………… 2
1.2 Additional Information…………………………………………… 2
1.3 Response Deadline……………………………………………….. 2
1.4 Independence…………………………………………………….. 2
1.5 Response to RFP………………………………………………….. 2
1.6 Selection Criteria…………………………………………………. 3
1.7 Cost of Services……………………………………………………. 3
1.8 Fixed Price Period………………………………………………….. 3
1.9 Expenses………………………………………………………….. 3
1.10 Insurance…………………………………………………………. 3
1.11 Confidentiality……………………………………………………… 4
1.12 Records Retention………………………………………………… 4
1.13 Executed Contract to Include RFP……………………………….. 4
1.14 Subcontractors……………………………………………………. 4

Section II Technical Specifications Audit of Property & Liability Risk Management & Insurance Program

2.1 Scope of Work and Objectives……………………………………… 5
2.2 Specific Tasks……………………………………………………… 5
2.3 Work Plan………………………………………………………….. 6
2.4 Report………………………………………………………………. 6

Section III Technical Specifications Competitive Insurance Quotation Process 3.1 Scope of Work and Objectives……………………………………… 7
3.2 Specific Tasks ……………………………………………………… 7
3.3 Work Plan………………………………………………………….. 8

Section IV Technical Specifications Competitive TPA Quotation Procedure 4.1 Scope of Work and Objectives……………………………………... 9
4.2 Specific Tasks …………………………………………………….. 9
4.3 Work Plan…………………………………………………………. 10

Section V Technical Specifications Continuous Consulting 5.1 Scope of Work and Objectives……………………………………... 11

(SAMPLE)

Section I: General Specifications

1.1 Introduction and Background

Incorporate here the following information about the RFP requestor:

A brief description of the organization including

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