Project Information

Bid Title

Request for proposal for Property/Casualty Insurance Agent

Issuing Agency

League of Minnesota Cities

Location

Minnesota

Published Date

Feb 14, 2026

Closing Date

Feb 27, 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 proposal for Property/Casualty Insurance Agent
Category:	Request For Proposal
Status:	Open

Description: The City of Monticello (City) is requesting proposals from qualified firms for an insurance agent to manage the city’s property/casualty and related coverage. Workers’ compensation and health insurance will not be part of the responsibilities. The city expects to select an agent who will serve the city for a three-year period beginning in 2026 with an option to continue. Publication Date/Time: 2/12/2026 12:00 AM Closing Date/Time: 2/27/2026 4:00 PM Contact Person: Sarah Rathlisberger - Finance Director (763) 271-3201 sarah.rathlisberger@monticellomn.gov Business Hours: 8 AM-4:30 PM Fax Number: (763) 295-4404 Special Requirements: All inquiries, responses, questions, and correspondence should be directed to Sarah Rathlisberger. In the interest of fairness to all respondents, do not contact other staff or elected or appointed officials. Written questions on the RFP will be accepted until Tuesday, February 24 to allow time for staff to respond. Written questions submitted after Tuesday, February 24 may go unanswered. Related Documents: Insurance Agent RFP

Attachment Preview

City Of Monticello

505 Walnut Street

Monticello, Minnesota 55362

www.monticellomn.gov

Request for Proposals

for

Property/Casualty Insurance Agent

Sarah Rathlisberger

Finance Director

(763) 271-3201

sarah.rathlisberger@monticellomn.gov

1

CITY OF MONTICELLO

REQUEST FOR PROPOSALS

TABLE OF CONTENTS

I. Introduction

A. General Information

B. Term of Engagement

C. Subcontracting

II. Description of the City of Monticello

III. Nature of Services Required

A. Scope of Work to be Performed

B. Additional Services

IV. Proposal Requirements

A. Inquiries

B. Detailed Proposal

V. Evaluation Procedures

A.Evaluation Criteria

B.Oral Presentations

C. Final Selection

D. Right to Reject Proposals

2

CITY OF MONTICELLO

REQUEST FOR PROPOSALS

I. INTRODUCTION

A. General Information

The City of Monticello (City) is requesting proposals from qualified firms for an insurance

agent to manage the city’s property/casualty and related coverage. Workers’ compensation

and health insurance will not be part of the responsibilities. The city expects to select an agent

who will serve the city for a three-year period beginning in 2026 with an option to continue.

To be considered, send an electronic proposal to the Finance Director at

sarah.rathlisberger@monticellomn.gov no later than 4:00pm on Friday, February 27, 2026.

Proposers are solely responsible for delivering their proposals to the city before the

deadline. Any proposal received after the deadline will not be considered.

The City reserves the right without prejudice to reject any or all proposals submitted. During

the evaluation process, the City reserves the right, where it may serve the City’s best interest,

to request additional information or clarifications from proposers, or to allow corrections of

errors or omissions. Firms may be requested to make oral presentations to the city as part of

the final evaluation process.

There is no expressed or implied obligation for the City to reimburse responding firms for any

expenses incurred in preparing proposals in response to this request. The City of Monticello

shall not be liable for any expenses incurred by the applicant including but not limited to

expenses associated with the preparation of the proposal, attendance at presentations,

preparation of a compensation schedule or final agreement negotiations.

The City reserves the right to retain all proposals submitted and to use any ideas in a proposal

regardless of whether that proposal is selected. Submission of a proposal indicates acceptance

by the firm of the conditions contained in this request for proposals, unless clearly and

specifically noted in the proposal submitted.

B. Term of Engagement

A 3-year agreement with an option to continue is proposed, subject to an annual review by the

city. It is anticipated the city will request proposals every 3-5 years. In the event of

unsatisfactory performance, or when in the best interest of the city, proposals may be solicited

before the end of the 3-year period.

C. Subcontracting

No subcontracting will be allowed without the express prior written consent of the City.

II. DESCRIPTION OF THE CITY OF MONTICELLO

The City of Monticello was organized as a municipality in 1856. Monticello is located approximately

45 miles northwest of the Minneapolis-St. Paul metropolitan area along the I-94 corridor in Wright

County. Monticello's population is estimated at 15,464 and the city encompasses an area of

approximately 9 square miles.

The city is categorized as a 501(a) entity by IRS Code and operates under the “Optional Plan A”

form of government as defined in Minnesota Statutes. Under this plan, the government of the city

is directed by a city council composed of an elected mayor and four elected city council members.

The city council exercises legislative authority and determines all matters of policy. The city council

appoints personnel responsible for the proper administration of all affairs relating to the city.

Council members serve four-year terms, with two members elected every two years. The mayor is

elected for a two-year term. The mayor and members of the city council are elected at large.

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III. NATURE OF SERVICES REQUIRED

A. Scope of Work to be Performed

1. Advise and assist the City in assembling and accurately reporting underwriting data,

including updating property values, for rating purposes.

2. Advise and assist the city in evaluating and selecting among coverage alternatives such as

deductibles, limits, optional coverages, alternative coverage forms, etc.

3. Assist in managing, tracking, and ensuring coverage is secured for insurable assets, such as

buildings, mobile property, and automobiles.

4. Coordinate the gathering of information needed to complete the renewal application and

assist in completing the renewal application.

5. Provide assistance with questions about coverage and premium calculations.

6. Assist in ensuring contractual insurance requirements are being met.

7. Review coverage documents and invoices to ensure coverage has been correctly issued

and billed.

8. Advise the City on potential gaps or overlaps in coverages.

9. Assist the City as requested in submitting claims and interpreting coverage as applied to

particular claims.

10. Assist with the LMCIT appraisal process.

11. Assist in managing and securing certificates of insurance.

12. Other responsibilities as requested by the city.

B. Additional Services

Additional services are not anticipated but can be performed as allowed and desired upon

mutual consent and agreement of compensation between the City and selected firm.

IV. PROPOSAL REQUIREMENTS

A. Inquiries

All inquiries, responses, questions, and correspondence should be directed to Sarah

Rathlisberger. In the interest of fairness to all respondents, do not contact other staff or

elected or appointed officials.

Written questions on the RFP will be accepted until Tuesday, February 24 to allow time for

staff to respond. Written questions submitted after Tuesday, February 24 may go unanswered.

B. Detailed Proposal

1. General Requirements

Submitters shall provide:

1. The identity of each person who will be supplying services to the city and a

description of his or her experience and the insurance licenses he or she holds.

2. A brief history of the agency, including but not limited to size, specialty areas, and a

description of the firm’s experience working with municipal clients.

3. The name and telephone number of three client references.

4. A description of any conflicts or potential or perceived conflicts of interest that would

arise from providing services to the city.

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5. A detailed description of any and all commissions, fees, costs, expenses, and other

charges being proposed.

6. A description of the amount and type of errors and omissions coverage carried by the

agency.

The proposal should not contain non-applicable promotional materials and should include

only that information that is intended to address the information requested in the RFP.

V. EVALUATION PROCEDURES

A. Evaluation Criteria

Proposals will be evaluated on technical expertise and experience, service capabilities, and

cost-effectiveness.

Fees should be provided by item and rate as applicable and should equal the total all-inclusive

maximum price proposed. A description of the proposer’s billing process should be included.

Cost will not be the only factor the review committee will use to evaluate proposing firms.

B. Oral Presentations

During the evaluation process, the City may, at its discretion, request any or all firms to make

oral presentations. Such presentations will provide firms with an opportunity to answer any

questions the city may have regarding a firm’s proposal. Not all firms may be asked to make

such oral presentations.

C. Final Selection

The City intends to select a firm based upon the recommendation of City staff. It is anticipated

formal approval from the Council will not be required.

D. Right to Reject Proposals

Submission of a proposal indicates acceptance by the firm of the conditions contained in this

request for proposal unless clearly and specifically noted in the proposal submitted and

confirmed in the contract between the City and the firm selected. As noted earlier, the City

reserves the right to reject any and all proposals, waive all technicalities and accept any

proposal deemed to be in the city’s best interest.

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Commodity Codes

• NAICS 524210Insurance Agencies and Brokerages
• NAICS 524298All Other Insurance Related Activities

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