Project Information

Bid Title

Insurance Broker Services

Issuing Agency

City of Tulsa

Location

Oklahoma

Published Date

Nov 24, 2025

Closing Date

Jan 7, 2026

Government Level

State & Local

Status

Closed

Ref. #

TAC 871B

Original Source

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Bid Documents

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Project Description

Bid ID:	TAC 871B
Addendum:	2
Bid Due Date:	1/7/2026
Description:	Insurance Broker Services
Bid Document:	RFP TAC 871B + Addendum 2 Insurance Broker Services.pdf
Attachments:

Attachment Preview

City of Tulsa

Finance Department

November 24, 2025

Request For Proposal TAC 871B

Addendum #2

Please note the following changes which have been made for clarification to this Request for Proposal.

This addendum must be listed as Addendum #2 on the ACKNOWLEDGMENT OF RECEIPT OF

ADDENDA/AMENDMENTS of the bid package as verification that you have received and are aware of

the information contained herein.

QUESTIONS/CLARIFICATION/CHANGES:

CHANGES:

Deadline for Questions was: December 1, 2025.

Deadline for Questions changed to: December 19, 2025.

Proposal Due Date was: December 10, 2025.

Proposal Due Date changed to: January 7, 2026.

Timeline changes that correspond with the change of question & proposal

deadline & due date.

TAC 871B | Insurance Broker Services | Issue Date: November 10, 2025

November 14, 2025

Request For Proposal TAC 871B

Addendum #1

Please note the following changes which have been made for clarification to this Request for Proposal.

This addendum must be listed as Addendum #1 on the ACKNOWLEDGMENT OF RECEIPT OF

ADDENDA/AMENDMENTS of the bid package as verification that you have received and are aware of

the information contained herein.

QUESTIONS/CLARIFICATION/CHANGES:

QUESTIONS:

The list on page 2 says you are looking for quotes for

• Commercial Property

• Aviation

• Commercial General Liability

• Commercial Excess Liability

• Government Crime

• Public Official Bonds

• Physicians Liability insurance

What limits of liability does City of Tulsa currently have for each policy? That

information is not available at this time.

What are the deductibles for each? That information is not available at this time.

Would you be able to send copies of the declarations pages so I can match any

quotes to what you have currently? That information is not available at this time.

Does one insurer currently write all lines of coverage? Yes, except Physicians

liability insurance Or do you use several insurers to meet your current needs?

Would you be able to provide the previous 5 years loss histories for each

policy? That information is not available at this time.

Can you provide a list of properties including address, year built, square footage,

Value, years any updates completed to the structure. Specifically roof, plumbing,

HVAC, Electrical.” That information is not available at this time.

2

TAC 871B | Insurance Broker Services | Issue Date: November 10, 2025

Request for Proposal

TAC 871B

Professional Services for: Insurance Broker Services

Department: Human Resources

NIGP Commodity Code(s): 918-69, 946-38

RFP Schedule

EVENT

RFP Issue Date

DATE

11/10/2025

Pre-Proposal Conference

No Pre-Proposal Conference

Deadline for Questions

Submit to assigned buyer via email.

Proposal Due Date

Mail or deliver to City Clerk address. Proposals are open

the day after the due date.

12/19/2025

10 Days prior to RFP due date

1/07/2026

If You have any questions or need additional information, contact the Assigned Buyer:

Donny Tiemann | dtiemann@cityoftulsa.org

All questions should be emailed with RFP TAC 871B in the subject line.

Submit proposals (sealed) to:

Office of the City Clerk

City of Tulsa

175 E. 2ND St.

Suite 260

Tulsa, OK 74103

3

TAC 871B | Insurance Broker Services | Issue Date: November 10, 2025

I.

OVERVIEW AND GOALS:

With this Request for Proposal (RFP), the City is soliciting proposals to secure

professional services of an insurance broker to market the City’s insurance

coverage, make recommendations and advise on risk management services.

We enthusiastically look forward to receiving Your proposal.

II. BACKGROUND:

The City has:

• A population of approximately 400,700

• Approximately 3800 employees

• An adopted operating budget for FY 25 of approximately $103 billion.

The City currently purchases the following insurance:

1. Commercial Property (Including Boiler/Machinery Breakdown)

2. Aviation

3. Commercial General Liability

4. Commercial Excess Liability

5. Government Crime

6. Public Official Bonds

• Mayor -

$25,000

• Finance Director - $100,000

• Purchasing Agent - $100,000

7. Physician’s Liability Insurance

The City is 100% self-insured/self-administered for workers compensation

programs. No excess coverage has been or is currently in force. The City also

provides various employee health insurance coverages. Workers’ compensation

and employee benefit/health insurance will not be a part of broker services

provided under this contract.

4

TAC 871B | Insurance Broker Services | Issue Date: November 10, 2025

III. TIMELINE:

The schedule below provides estimated dates for the RFP and contracting

process. The City of Tulsa may adjust this schedule as needed.

EVENT

DATE

RFP Issue Date

11/10/2025

Pre-Proposal Conference

No Pre-Proposal Conference

Deadline for Questions

12/19/2025

PROPOSAL DUE DATE

1/07/2026

Begin proposal evaluations

1/08/2026

Interviews with Respondents (anticipated) 1/15/2026

Award Recommendation

1/22/2026

Negotiations with apparent successful

Respondent begin (anticipated)

1/23/2026

Execute contract (anticipated)

1/28/2026

Begin service delivery (anticipated)

2/02/2026

IV. SCOPE OF WORK:

A. Base Brokerage Services

The cost of all base brokerage services shall be quoted as one annual cost

figure, as indicated in Exhibit A, Price Sheet Summary of this proposal.

THE BROKER WILL NOT COLLECT A COMMISION FROM THE INSURANCE

UNDERWRITERAND WILL BE REQUIRED TO PROVIDE EVIDENCE TO

SUPPORT THIS.

Base brokerage services will include the following:

1. Coverage design - Advise and assist the City in evaluating, selecting

among coverage alternatives and projecting premium levels and

underwriting factors involved in the insurance program structure. Advise the

City on potential gaps or overlaps in coverage.

2. Insurance procurement – Coordinate insurance renewal based on coverage

design. Assist the City with compiling and reviewing of required underwriting

information. Develop insurance specifications. Prepare formal submissions.

Serve as the intermediary between the City and insurance carriers, obtain

quotes, negotiate prices, and recommend placement. The primary goal of

5

Commodity Codes

• NAICS 524210Insurance Agencies and Brokerages

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