Project Information

Bid Title

Request for Proposals for Insurance Brokerage Services

Issuing Agency

East County Advanced Water Purification

Location

California

Published Date

Jan 26, 2026

Closing Date

Feb 26, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Bid Title:	Request for Proposals for Insurance Brokerage Services
Category:	East County Advanced Water Purification Business Opportunities
Status:	Open

Description: REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES Proposal Due Date & Time: February 26, 2026 4:30 PM Mail via USPS (not FedEx or courier services) to: East County AWP JPA P.O. Box 719003 Santee, California 92072-9003 Attn: Amy Pederson For hand delivery, FedEx and other courier services: East County AWP JPA 9300 Fanita Parkway Santee, CA 92071 Attn: Amy Pederson The East County AWP JPA, hereafter referred to as the JPA, is seeking quotes from a qualified, competent and experienced consulting firm to assist in-house staff to provide insurance consulting and brokerage services for: A JPA owned and operated East County Advanced Water Purification Project. The services, that are more fully detailed under the scope of services, shall include: Analyze and make recommendations on insurance coverage and risk financing options for the newly completed East County Advanced Water Purification projects. Coverage to include JPA administration and oversight, daily operations and property insurance coverage.  Coverage does not include workers compensation. Assist in the development of insurance specifications and competitively market lines of insurance Provide updates and advice to the JPA on any legislative or industry trends that would affect its insurance program(s) or risk exposures. This invitation to submit a proposal is NOT an authorization to approach any insurance market or insurance providers.   The JPA specifically directs that no solicitation of insurance markets or insurance providers be made on behalf of the JPA. Submittals shall be submitted in sealed packages with the following information clearly marked on the outside of each package: Name of proposer The words "PROPOSAL – INSURANCE BROKERAGE SERVICES" Title indicating specific Contractor All questions regarding this request for proposal shall be submitted in writing, prior to noon, PST, on February 6, 2026. All questions must be e-mailed to the attention of Paul Clarke, Director of Operations & Water Quality at For security reasons, you must enable JavaScript to view this E-mail address. . The JPA plans to prepare addenda if, and as needed to clarify the RFP to respond to any Proposer questions or comments received in a timely manner to assist Proposers in preparing Proposals. See related document below for more information. Publication Date/Time: 1/26/2026 3:30 PM Closing Date/Time: 2/26/2026 4:30 PM Related Documents: RFP for Insurance Brokerage Services

Attachment Preview

REQUEST FOR PROPOSALS

FOR

INSURANCE BROKERAGE SERVICES

Proposals Due Date & Time:

February 26, 2026

4:30 pm PST

Mail via USPS (not FedEx or courier services) to:

East County AWP JPA

P.O. Box 719003

Santee, CA 92072-9003

Attn: Amy Pederson

For hand delivery, FedEx and other courier services:

East County AWP JPA

9300 Fanita Parkway

Santee, CA 92071

Attn: Amy Pederson

PADRE DAM MUNICIPAL WATER DISTRICT,

ADMINISTRATOR & OPERATOR FOR THE EAST COUNTY AWP JPA

Contents

Instructions.........................................................................................................................3

Project Description: ...........................................................................................................4

Proposed Scope of Services ...............................................................................................5

Data to be submitted with Proposals ...............................................................................6

Consultant Selection Process.............................................................................................7

Evaluation Criteria .............................................................................................................8

Award of Contract..............................................................................................................9

Anticipated Schedule for Selection and Award ..............................................................10

General Terms & Conditions............................................................................................10

EXHIBIT A ............................................................................................................................1

Page 2 of 11

Instructions

Delivery of Proposals: Proposals, subject to Instructions, General Conditions and any special

considerations set forth herein, will be received at the Padre Dam Municipal Water District’s

Customer Service Center until the proposal closing date and time indicated herein for furnishing

the JPA with services as detailed in the following request for proposal.

• Proposal Closing: All proposals shall be delivered before 4:30 pm PST on February 26,

2026.

• The JPA will not accept proposals received after 4:30 pm and will return late proposals to

the Offeror. No Fax or electronic transmitted proposals will be accepted.

• Submittal of Proposals: The proposal and copies of the proposal shall be submitted as

follows:

• One executed hard copy original, clearly marked on the cover.

• One electronic format indexed Adobe PDF file on a USB flash-drive.

o The PDF file shall be formatted to be read electronically and to easily

accommodate color printing on standard page sizes of 8.5-inches by 11-inches

and 11-inches by 17-inches. This file must not be use-restricted or password

protected. If there is a conflict between paper and electronic copies of the

Proposal, the JPA, in its sole discretion, shall determine which version shall

control and take precedence.

• Six additional comb-bound hard copies of the proposal.

Proposals shall be submitted in sealed packages with the following information clearly

marked on the outside of each package:

o Name of Proposer/Respondent

o "Proposal - East County AWP Insurance Brokerage Services"

o Title indicating specific insurance brokerage firm.

• If you have obtained this proposal document from a source other than direct mail, please

check with our office prior to submitting your proposal to ensure you have a complete

package. The JPA can’t be responsible for providing addenda if we do not have you on the

vendor list for this proposal.

Guidelines for Written Questions: All questions regarding this request for proposal shall be

submitted in writing, prior to noon, PST, on February 6, 2026. All questions must be e-mailed

to the attention of Paul Clarke, Director of Operations & Water Quality at pclarke@padre.org.

The JPA plans to prepare addenda if, and as, needed to clarify the RFP to respond to any

Proposer questions or comments received in a timely manner to assist Proposers in preparing

Proposals.

In the event it is necessary to revise any part of this RFP, written addenda will be posted on the

JPA’s website. Any addendum to this RFP is valid only if in writing and issued by the JPA. Verbal

conversations or agreements with any member of the management team, board of directors,

Page 3 of 11

agent, or employee of the JPA’s Administrator which modify terms or obligations of this RFP are

invalid.

Project Description

The East County AWP JPA, hereafter referred to as the JPA, is seeking quotes from a qualified,

competent and experienced consulting firm to assist in-house staff to provide insurance

consulting and brokerage services for:

• A JPA owned and operated East County Advanced Water Purification Project.

The services, that are more fully detailed under the scope of services, shall include:

• Analyze and make recommendations on insurance coverage and risk financing options for

the newly completed East County Advanced Water Purification projects.

• Coverage to include JPA administration and oversight, daily operations and property

insurance coverage. Coverage does not include workers compensation.

• Assist in the development of insurance specifications and competitively market lines of

insurance

• Provide updates and advice to the JPA on any legislative or industry trends that would

affect its insurance program(s) or risk exposures.

This invitation to submit a proposal is NOT an authorization to approach any insurance market or

insurance providers. The JPA specifically directs that no solicitation of insurance markets or

insurance providers be made on behalf of the JPA.

Background Information:

Padre Dam Municipal Water District traces its organizational origins to 1955 with the formation

of the Rio San Diego Municipal Water District. In 1976, voters approved the merger of the Santee

County Water District (established in 1956) into Rio San Diego, creating the Padre Dam Municipal

Water District as the surviving agency. Padre Dam continues to use 1955 as its official founding

date.

In November 2019, Padre Dam Municipal Water District (Padre Dam), the City of El Cajon, and the

County of San Diego (County) established a Joint Powers Authority (JPA) to implement the East

County Advanced Water Purification (AWP) Program. The AWP Program is a collaborative public

agency effort to create a new, local, drought‑proof drinking water supply by purifying East

County’s recycled water using advanced treatment technologies. Once operational, the program

will diversify the region’s water portfolio, reduce reliance on imported supplies, and is expected

to produce up to 30 percent of East County’s current drinking water demand. Padre Dam is the

contracted Administrator and Operator of the AWP facilities for the JPA.

Construction of the AWP facilities is scheduled for staged completion beginning in June 2026 and

continuing through June 2027. Initial operations are anticipated to introduce approximately six

million gallons per day of purified water into the regional distribution system. Total insurable

property values for the program are currently estimated at $600 million.

Page 4 of 11

Insurance coverages for the AWP Program will include protection for JPA Board Members, general

and pollution liability associated with facility operations and water and wastewater conveyance,

and property insurance for program assets. Workers’ compensation coverage is not being

considered at this time.

Proposed Scope of Services

1. Analyze the Advanced Water Purification facilities and operations exposures for risk

exposure and insurance coverage considerations.

2. Meet with the Administrator’s staff to commence and discuss the methodology of the

marketing process, provide a detailed outline and timeline that identifies the information

required by the underwriters and samples of information required, and copies of the

underwriting applications, if available. The timeline should identify when coverages are

required to be in place and the steps required to achieve coverage by said dates. Provide

frequent (no less than bi-weekly) updates to timeline as required

3. Lines of insurance for review/placement consideration: General/excess liability, property

insurance, pollution liability and errors and omissions

4. Competitively market general/excess and specialty lines of insurance beginning in the

month of TBD and identify all markets contacted for each line of coverage.

5. Identify any coverage gaps, uninsured and inadequately insured risks that the underwriting

review discloses and recommend ways to mitigate the risk throughout the marketing and

placement process.

6. Provide underwriting applications via Microsoft Word or compatible read/write format

electronically.

7. Provide market indications for lines of insurance by May 1, 2026, or sooner, including

premium costs, taxes, and any additional fees and describe the claims reporting feature of

each policy, discuss the advantages and disadvantages and potential impacts on the JPA.

8. Provide final quotes including premium costs, taxes, and any additional fees by May 14,

2026 for the AWP JPA. It is critical that these quotes are available to support formal

presentation to the Board of Directors on May 21, 2026. Insurance coverage needs to be

effective no later than June 1, 2026.

9. Provide a summary page for each policy and identify the carrier, policy term, premium,

liability limit, deductible, exclusions, and brief description of the policy coverage.

10. Provide a written report upon completion of marketing efforts that identifies all markets

contacted with their responses, the selected carrier, the total premium (including taxes and

fees) for each line of coverage, and the basis of the recommendations.

11. Monitor the insurer’s financial solvency and advise the Administrator of any change that

would affect the JPA’s insurance program.

12. Immediately advise the Administrator of any finance, insurance industry, legislative or

regulatory changes that may affect its risk exposures and insurance.

13. Respond to all Administrator inquiries within the same day or before the close of business

the next business day via email or telephone.

14. Upon request -assist with construction contract or professional services contract review and

provide feedback as needed for risk or insurance considerations

15. When needed, request and draft insurance manuscript for endorsements and review

coverage documents for accuracy.

16. Introduce new products that may be relevant to the Administrator prior to the placement

for the upcoming policy year.

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Commodity Codes

• NAICS 524210Insurance Agencies and Brokerages

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