Project Information

Bid Title

Interim Risk Manager Services

Issuing Agency

State Government of North Carolina

Location

North Carolina

Published Date

May 27, 2026

Closing Date

Jun 3, 2026

Government Level

State & Local

Status

Closed

Ref. #

274-FIN2026-11

Original Source

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Bid Documents

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Project Description

Solicitation Number:	274-FIN2026-11
Project Title:	Interim Risk Manager Services
Description:	Interim Risk Manager Services: The City is seeking proposals from qualified firms or individuals to provide temporary Risk Manager services on an interim basis.
Opening Date:	6/3/2026 3:00 PM
Posted Date:	5/27/2026
Status:	Open
Department:	CITY OF RALEIGH

Solicitation Number * 274-FIN2026-11	Department CITY OF RALEIGH	Status Reason Open
Opening Date 2026-06-03T15:00:00.0000000	Posted Date * 2026-05-27T12:18:25.0000000Z	Primary Commodity Code Management advisory services
Mandatory Conference/Site Visit — —	Special Instructions bid Agent: Mary.forlini@raleighnc.gov	Solicitation Type * Select RFP IFB RFI
Owner Lanee Edwards
Description Interim Risk Manager Services: The City is seeking proposals from qualified firms or individuals to provide temporary Risk Manager services on an interim basis.

Attachment Preview

Request for Proposals # 274-FIN2026-11

Title: Interim Risk Manager Services

Issue Date: May 27th, 2026

Due Date: June 3rd, 2026 no later than 3:00PM EST

*LATE PROPOSALS WILL NOT BE ACCEPTED*

Issuing Department: Finance

Direct all inquiries concerning this RFP to:

Mary Forlini

Risk & Insurance Manager

Email: mary.forlini@raleighnc.gov

(v.09/15/25)

Table of Contents

1. Introduction .............................................................................................. 2

1.1 Purpose ............................................................................................. 2

1.2 Background........................................................................................ 2

1.3 RFP Timeline ..................................................................................... 3

1.4 Pre-Proposal Conference .................................................................. 3

1.5 Proposal Question ............................................................................. 3

1.6 Proposal Submission Requirements & Contact Information .............. 4

1.7 Business Engagement & Opportunities ............................................. 5

1.8 Rights to Submitted Material .............................................................. 5

1.9 Communications ................................................................................ 6

1.10 Lobbying ............................................................................................ 6

1.11 Conflicts of Interest ............................................................................ 6

1.12 Proposer Expenses ........................................................................... 7

1.13 Proposer Acceptance ........................................................................ 7

2. Proposals ................................................................................................. 7

2.1 Request for Proposals Required Document Format .......................... 8

2.2 RFP Documents .............................................................................. 10

3. Proposal Evaluation .............................................................................. 10

3.1 Proposal Evaluation Criteria (Stage 1)............................................. 10

3.2 Interview/Demonstration (Stage 2) .................................................. 11

3.3 Final Selection ................................................................................. 11

3.4 Notice to Proposers Regarding RFP Terms & Conditions ............... 12

3.5 Contract Term…………………………………………………………….12

4. Scope of Services .................................................................................. 12

Appendix I – Proposal Cost Form ................................................................... 16

Appendix II – Proposer Questionnaire ........................................................... 17

Appendix III – Reference Questionnaire (Instructions) ................................. 18

Appendix III – Reference Questionnaire Form ............................................... 19

Appendix IV – Sample Contract ...................................................................... 21

1 INTRODUCTION

1.1 Purpose

The City of Raleigh (COR) is solicitating proposals from one or more firm(s) with which

to contract for the following services:

The City is seeking proposals from qualified firms or individuals to provide temporary

Risk Manager services on an interim basis.

A detailed scope of services is provided in Section 4 of this document.

All information related to this solicitation, including any addenda, will be posted to the

North Carolina electronic Vendor Portal (eVP) at https://evp.nc.gov/.

All questions related to this solicitation must be submitted in writing (via email) to the

following individual – questions submitted via telephone will not be answered:

Contact Name

Mary Forlini

Email Address

Mary.forlini@raleighnc.gov

1.2 Background

The City of Raleigh (“City”), the Capital City of North Carolina, remains one of the fastest

growing areas in the country. A great economy, top educational institutions, and

exceptional health care facilities are some of the characteristics that attract people to the

triangle area. The mild climate, diverse work force and proximity to Research Triangle

Park combine to make Raleigh a great place to live.

Raleigh is a 21st Century City of Innovation focusing on environmental, cultural, and

economic sustainability. The City conserves and protects our environmental resources

through best practice and cutting-edge conservation and stewardship, land use,

infrastructure and building technologies. The City welcomes growth and diversity through

policies and programs that will protect and enhance Raleigh’s existing neighborhoods,

natural amenities, history, and cultural and human resources for future generations. The

City leads to improve quality of life for neighborhoods and standard of living for all citizens.

The City works with universities, colleges, citizens, and local partners to promote new

technology, create new job opportunities, and encourage local businesses and

entrepreneurs. The City enlists and prepares 21st Century staff with the skill sets to carry

out the duties of the City through transparent civic engagement and by providing the very

best customer service to our citizens.

The City is seeking proposals from qualified firms or individuals to provide temporary Risk

Manager services on an interim basis. The selected contractor will support the City’s risk

management program and assist in identifying, evaluating, and minimizing operational,

financial, and safety risks.

2

Services may include, but are not limited to:

• Administering and monitoring the City’s risk management and insurance programs

• Reviewing claims, incidents, and liability exposures

• Coordinating with insurance carriers, attorneys, and third-party administrators

• Recommending risk mitigation strategies and procedures

• Supporting compliance with applicable federal, state, and local regulations

• Preparing reports, analyses, and recommendations for City management

• Providing guidance and support to departments on risk-related issues

The contractor shall provide qualified personnel with experience in municipal or local

government risk management. Services will be performed on an as-needed basis for a

temporary period as determined by the City.

1.3 Request for Proposal (RFP) Timeline

Provided below is a list of the anticipated schedule of events related to this solicitation.

The City of Raleigh reserves the right to modify and/or adjust the following schedule to

meet the needs of the service. All times shown are Eastern Time (EST):

RFP Process

Date and Time

RFP Date

May 27, 2026

Deadline for Written Questions

May 29th, 2026

City Response to Questions

(anticipated)

June 1st, 2026

Proposal Due Date and Time

Wednesday, June 3rd, 2026 no later than

3:00pm EST

Selection Announced

(tentative)

June 8th, 2026

1.4 Pre-Proposal Conference

If the City of Raleigh elects to conduct a Pre-Proposal Conference or Site Visit, attendance

by prospective proposers is strongly encouraged but is not mandatory. Prospective

Proposers are encouraged to submit written questions in advance. Date, time, and

location of pre-proposal conference is shown above in the RFP Timeline (Section 1.3).

3

1.5 Proposal Questions

Requests for clarification and questions to this RFP must be received by the City not later

than the date shown above in the RFP Timeline (Section 1.3) for the submittal of written

inquires. The firm’s failure to request clarification and submit questions by the date in the

RFP Timeline above shall be considered to constitute the firm’s acceptance of all City’s

terms and conditions and requirements.

The City shall issue addenda reflecting questions and answers to this RFP, if any, and

shall be posted to North Carolina electronic Vendor Portal (eVP). No information,

instruction or advice provided orally or informally by any City personnel, whether made in

response to a question or otherwise in connection with this RFP, shall be considered

authoritative or binding. Proposers can only rely on written material contained in an

Addendum to this RFP.

It is important that all Proposers submitting to this RFP periodically check eVP for

any Addenda. It is the Proposers responsibility to ensure that all addenda have

been reviewed and, if required signed and returned.

All questions related to this solicitation must be submitted in writing (via email) to the

following individual – questions submitted via telephone will not be answered:

Contact Name

Mary Forlini

Email Address

Mary.forlini@raleighnc.gov

1.6 Proposal Submission Requirements and Contact Information

Proposals must follow the format as defined in Section 2 (PROPOSALS), and be

addressed and submitted as follows:

DELIVERED BY US POSTAL SERVICE

MAIL:

City of Raleigh

RFP No. 274-FIN2026-11

Interim Risk Manager Services

ATTN: Mary Forlini

P.O. Box 590

Raleigh, NC 27602

DELIVERED BY OTHER DEIVERY

SERVICES:

City of Raleigh

RFP No. 274-FIN2026-11

Interim Risk Manger Services

ATTN: Mary Forlini

222 W Hargett St. STE 508

Raleigh, NC 27601

Mailed proposals must be enclosed in an envelope or package and clearly marked with

the name of the submitting company, the RFP number “274-FIN2026-11” and the RFP

Title “Interim Risk Manager Services”.

4

Commodity Codes

• NAICS 541512Computer Systems Design Services
• NAICS 541611Administrative Management and General Management Consulting Services

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