Commercial Insurance Brokerage and Risk Management Services

Montgomery County is seeking a commercial insurance broker to provide insurance placement, risk management, claims advocacy, and Owner-Controlled Insurance Program advisory services for County operations and capital construction projects.

Montgomery County


General
Open (open)
26-58
Oct 27, 2026 02:00 PM
Sep 30, 2026 02:30 PM
3 years base + 2 × 1 year options
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Submission Instructions
Online
Acceptance of Terms and Conditions (Q-02MU), Appendix A, Current W-9, Technical Proposal (No Cost Included), Cost/Pricing Proposal
Description

Montgomery County is seeking a commercial insurance broker to assess the County’s insurance and bonding needs, recommend coverage and deductibles, solicit and evaluate insurer bids, and advise on appropriate insurance programs at competitive premiums. Requested coverage areas include general, automobile, law enforcement, umbrella/excess, public officials, workers’ compensation, property, fine arts, inland marine, crime, cyber, accident, lawyers, flood, professional, fiduciary liability, builders risk, and related bonds. The selected provider will also provide ongoing risk management and loss-control services, claims advocacy, insurer negotiations, premium and policy monitoring, semiannual coverage reviews, annual policy reports, insurance certificate tracking, and advisory support for Owner-Controlled Insurance Programs associated with large capital construction projects. Proposals must address relevant public-sector brokerage experience, OCIP experience involving projects with aggregate construction value of at least $100 million within the past five years, Pennsylvania insurance licensing, qualified account personnel, insurance-market access, references, compensation and conflict-of-interest disclosures, and a transition plan. The technical proposal must exclude pricing; the cost/pricing proposal is submitted separately through the procurement portal. The contract term is three years with two mutually agreeable one-year extensions.

Classification Codes
NAICS524210Insurance Agencies and Brokerages
PSCR499Other Professional Services
Smart Codes
commercial insurance brokeragerisk management consultingocip advisory services
Specifications
Service Only
Timeline
Sep 30, 2026 02:30 PM-Open Date
Oct 14, 2026 04:00 PM-Questions Due Date
Oct 27, 2026 02:00 PM-Close Date
Requirements
Required
  • Commercial General Liability — $1,000,000.00
  • Workers Compensation
  • Employers Liability
  • Business Automobile Liability — $1,000,000.00
  • Professional Errors and Omissions Liability — $1,000,000.00
Scored
  • Minimum 3 references
  • Projects valued at $100,000,000.00 or more
  • Client point of contact required for each reference
Yes
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