Project Information

Bid Title

Risk Management and Commercial Insurance Brokering Services

Issuing Agency

East Bay Municipal Utility District

Location

California

Published Date

May 28, 2026

Closing Date

Jun 30, 2026

Government Level

State & Local

Status

Closed

Original Source

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Project Description

The East Bay Municipal Utility District (EBMUD) is soliciting proposals from qualified firms to provide comprehensive insurance brokerage and risk management services. The selected Broker of Record will support loss control, claims consultation, contract risk review, claims audit assistance, and the marketing and placement of EBMUD’s commercial insurance program. Services also include evaluating alternative risk financing strategies and supporting EBMUD’s captive insurance operations.

Please respond to this RFP no later than 6:00 p.m. on June 30, 2026. Completed proposal should be submitted electronically to RiskMgmt@ebmud.com .

RFP document

Document	Type	Size
Request for Proposal for Risk Management and Commercial Insurance Brokering	PDF

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REQUEST FOR PROPOSAL (RFP)

for Risk Management and

Commercial Insurance Brokering

Services

ADDENDA

Prospective bidders are responsible for reviewing any

published addenda regarding this bid at

ebmud.com/business-center

CONTACT

Vladimir Bessarabov, Manager Risk Management

(510) 287-0124

RiskMgmt@ebmud.com

RESPONSE DUE

June 30, 2026

5:00 p.m. PST

SUBMIT ELECTRONICALLY TO*

EBMUD

RiskMgmt@ebmud.com

*Hardcopy proposals will not be accepted

375 ELEVENTH STREET . OAKLAND . CA 94607-4240 . WWW.EBMUD.COM/BUSINESS-CENTER/

EAST BAY MUNICIPAL UTILITY DISTRICT

TABLE OF CONTENTS

I. STATEMENT OF WORK ........................................................................................................... 3

A. DESCRIPTION OF OPERATIONS............................................................................................ 3

B. SCOPE................................................................................................................................... 6

C. PROPOSER QUALIFICATIONS ............................................................................................... 9

D. SPECIFIC REQUIREMENTS .................................................................................................... 9

E. DELIVERABLES / REPORTS ................................................................................................. 11

II. CALENDAR OF EVENTS ......................................................................................................... 12

III. DISTRICT PROCEDURES, TERMS, AND CONDITIONS .............................................................. 12

A. RFP ACCEPTANCE AND AWARD......................................................................................... 12

B. EVALUATION CRITERIA / SELECTION COMMITTEE............................................................ 13

C. NOTICE OF INTENT TO AWARD AND PROTESTS................................................................ 15

D. COMPENSATION, REPORTING, AND PAYMENT ................................................................ 16

IV. RFP RESPONSE SUBMITTAL INSTRUCTIONS AND INFORMATION .......................................... 16

A. DISTRICT CONTACTS .......................................................................................................... 16

B. SUBMITTAL OF RFP RESPONSE.......................................................................................... 17

C. RESPONSE FORMAT........................................................................................................... 18

ATTACHMENTS

EXHIBIT A – RFP RESPONSE PACKET

EXHIBIT B – INSURANCE REQUIREMENTS

EXHIBIT C – CONSULTING AND PROFESSIONAL SERVICES AGREEMENT

EXHIBIT D – IRAN CONTRACTING ACT CERTIFICATION

REV 3/26/25

Risk Management and Commercial Insurance Brokering Services

I. STATEMENT OF WORK

A. DESCRIPTION OF OPERATIONS

East Bay Municipal Utility District (“District”) is a publicly owned utility formed under the

Municipal Utility District Act passed by the California State Legislature in 1921. The Act permits

the formation of multi-purpose governmental agencies to provide needed services on a

regional basis. In accordance with the Act’s provisions, voters in the East San Francisco Bay

Area created the DISTRICT in 1923 to provide water service.

The DISTRICT’s mission is to manage the natural resources with which it is entrusted; to

provide reliable, high-quality water and wastewater services at fair and reasonable rates for

the people of the East Bay; and to preserve and protect the environment for future

generations.

The principles used in accomplishing this mission are:

• Exercise responsible financial management

• Ensure fair and reasonable rates and charges

• Provide responsive, high-quality customer service

• Promote ethical behavior in the conduct of DISTRICT business

• Ensure fair and open processes involving the public

• Provide a healthy work environment

• Promote diversity and equality in personnel and contracting matters

• Promote environmental, economic, and social sustainability

RISK MANAGEMENT DIVISION

• The Risk Management Division reports to the Director of Finance. Risk Management

staffing includes seven full-time employees (FTEs): the Risk Manager; the Workers’

Compensation Program Manager/Risk Specialist; a Liability Claims Supervisor; two

Risk Management Adjusters, who primarily handle liability and subrogation claims

and are also responsible for contract review; and two Risk Management Technicians,

who primarily handle claim intake and lower-complexity liability and subrogation

claims and are also responsible for contract review.

• The Risk Management Division also contracts with a Third-Party Administrator (TPA)

for workers’ compensation claims administration. The workers’ compensation TPA

provides an account supervisor, a dedicated adjuster, and a claims assistant. In

addition, the TPA provides a full-time Return-to-Work Coordinator who is assigned

to work in the DISTRICT’s Risk Management office. In addition to working with

employees and management to identify light-duty assignments for employees whose

restrictions prevent them from performing their regular duties, the Return-to-Work

Page 3

Risk Management and Commercial Insurance Brokering Services

Coordinator assists employees with resolution of their claims and processes claims

through the Workers’ Compensation Appeals Board.

• Each year, the Risk Manager, with support from the Broker of Record, organizes and

conducts a two-day, in-person tour of District facilities for brokers and underwriters

to market the District’s insurance program, demonstrate the District’s culture and

commitment to proactive risk management, and build or strengthen relationships

with insurance partners.

All liability and subrogation claims are handled by District staff.

For additional information about the District, please refer to www.ebmud.com and the specific

resources listed below:

a. Contract Equity: https://www.ebmud.com/business-center/contract-equity-

program/

b. Annual Comprehensive Financial Report: https://www.ebmud.com/about-

us/investors/financial-reports/

c. All About EBMUD: https://www.ebmud.com/about-us/publications/

d. Strategic Plan: https://www.ebmud.com/about-us/who-we-are/

e. EBMUD Energy: https://www.ebmud.com/about-us/publications/

2026–2027 INSURANCE PROGRAM SUMMARY

POLICY

Utah-Domiciled Single-

Parent Captive Insurance

Company

General Liability / Auto

Liability / Public Officials

Liability / Employment

Practices Liability

Excess Liability

General Liability / Auto

Liability / Public Officials

Liability / Employment

Practices Liability

LIMITS

$5 million

$85 Million

DEDUCTIBLE

(SIR)

$10 Million

$10 Million SIR;

$5 Million Captive

Page 4

Risk Management and Commercial Insurance Brokering Services

Workers’ Compensation

Property

All Risk

Flood

Earthquake

Boiler & Machinery

Statutory

($1 Million Employer’s

Liability)

$300 Million

$25 Million

None currently

$50 Million

$5 Million

$500,000

$1.5 Million

N/A

$25,000

Crime Policy

Employee Dishonesty,

including faithful

performance

$10 Million

$25,000

CLAIMS AND CONTRACTS SUMMARY

Fiscal Number of GL

Year

Claims

Liability Claims Summary

Total Paid

Total Reserved

FY21

358

$3.0M

$13k

Total Incurred

$3.0M

FY22

294

$3.7M

$52k

$3.8M

FY23

296

$4.8M

$47k

$4.9M

FY24

310

$2.4M

$547k

$3.0M

FY25

320

$2.3M

$2.1M

$4.4M

Page 5

Commodity Codes

• NAICS 524210Insurance Agencies and Brokerages
• NAICS 524298All Other Insurance Related Activities
• NAICS 541611Administrative Management and General Management Consulting Services

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