Insurance Broker Services

Location:	Oklahoma
Posted:	Oct 20, 2026
Due:	Oct 28, 2026
Agency:	City of Tulsa
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Solicitation No:	TAC 871C
Publication URL:	To access bid details, please log in.

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City of Tulsa

Finance Department

October 20, 2026

Request For Proposal TAC 871C

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:

1. Can we receive a schedule of insured locations/exposure information (even high level

would be helpful)? TIV 2.7B

2. Can we receive policy information with current carriers, deductibles and pricing? The

City will not be releasing details regarding its current insurance program structure,

limits, deductibles, or premium allocations at this time.

3. What is the structure of the property policy? The City will not be releasing details

regarding its current insurance program structure, limits, deductibles, or premium

allocations at this time.

4. What is the current wind/hail deductible? The City will not be releasing details

regarding its current insurance program structure, limits, deductibles, or premium

allocations at this time.

5. Are you able to provide general loss information or a summary of losses? There have

been no loss claims filed in the last 5 years.

1. Loss Runs: To help us accurately evaluate the City's risk profile and develop a fee

proposal that reflects the appropriate level of service, we respectfully request five-year

loss run reports for all current coverage lines referenced in the RFP (Commercial

Property, Aviation, Commercial General Liability, Commercial Excess Liability,

Governmental Crime, and Equipment Breakdown). We have had 0 loss claims in the

last five years, and a request for official loss runs confirming that would have to be

requested form our current broker.

2. Current Policies: As the firm would be assuming responsibility for advising on,

administering, and supporting the City's existing insurance program, we would also

appreciate copies of the City's current policies for the coverage lines listed above. Before

accepting that responsibility, we believe it is important to thoroughly review the current

carriers, limits, policy language, and exclusions firsthand, rather than relying on

summary descriptions, so that we fully understand the program we would be stepping

into and can identify any existing gaps or overlaps from the outset. Current policies will

not be provided.

TAC 871C | Insurance Broker Services | Issue Date: October 5, 2026

3. Timing and Broker of Record History: In researching this opportunity, we noted that a

Broker of Record solicitation was issued for the City last year. We were unable to find

public information indicating the outcome of that process. Could you kindly clarify the

result of that prior solicitation and the City's reasoning for issuing this new RFP at this

time? Understanding this context will help us tailor our proposal appropriately. The RFP

needed to be updated to ensure potential vendors properly understood what the City

expected from them.

4. Renewal Expectations: We noted that the resulting Agreement would have an initial one-

year term, with the option for the City to renew annually for up to four additional years.

Could you share whether the city generally exercises these renewal options and maintains

its broker of record over multiple years, or whether broker services are more commonly

re-bid on an annual basis? Given the time and resources involved in preparing a thorough

proposal, this information will help us better understand what to expect if we are selected

for this engagement.

Generally speaking, the City exercises the renewal options more often than re-bidding

annually.

1. Oklahoma license: Must the respondent hold an Oklahoma insurance producer license

at the time the proposal is submitted, or is the Broker License Number from the

respondent's home state acceptable at submission, with an Oklahoma license required

only before award or service delivery? Yes, the respondent must hold a valid

Oklahoma Insurance Producer license at the time the proposal is submitted.

2. References: Section VII.B.2 asks for at least three previous projects for organizations

of similar size and complexity, "preferably municipal entities." May respondents

without municipal clients satisfy this requirement with private or non-municipal

organizations of similar size and complexity, and will such references be

scored? Respondents may submit references from private or non-municipal;

references will be evaluated and scored but may not score as highly as those with

relevant municipal references.

3. Insurance requirements for the respondent: Section IX.K lists Automobile Liability

and Workers' Compensation coverage. Do these apply in full to a respondent with no

Tulsa-based employees or vehicles, and does the Professional Liability requirement

under Title 18, TRO Section 104 carry minimum limits? If the respondent has no

vehicles or employees physically present on City of Tulsa property or operating

within city limits, they may request an exemption of clarification from the City’s Risk

Manager. Professional Liability limits of $1M per occurrence and $2M aggregate.

4. No-commission evidence: The RFP states the broker may not collect commission

from the underwriter and must provide evidence of this. What form of evidence will

the City accept at the proposal stage (for example, a signed fee-only attestation, or

carrier quotes shown net of commission)? The City will accept a signed and

TAC 871C | Insurance Broker Services | Issue Date: October 5, 2026

notarized Attestation of Non-Commission signed by an authorized corporate officer;

the document must state that the respondent will not accept commissions, overrides,

or contingent fees.

• What operations or providers are covered under the physician’s liability

policy? Medical services and treatment for city employees for workplace injuries,

pre-employment physicals, drug and alcohol testing, etc. The provider covered under

the policy is the City physician who is an employee of the City.

• Are any significant changes to healthcare or medical services anticipated during the

upcoming policy term? No

• Can you confirm the effective date of the physician’s liability policy? 10/17/26 –

10/17/27

TAC 871C | Insurance Broker Services | Issue Date: October 5, 2026

Request for Proposal

TAC 871C

Professional Services for: Insurance Broker Services

Department: Human Resources

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

RFP Schedule

EVENT

RFP Issue Date

DATE

10/05/2026

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.

10/16/2026

10 Days prior to RFP due date

10/28/2026

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 871C 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

TAC 871C | Insurance Broker Services | Issue Date: October 5, 2026

OVERVIEW AND GOALS:

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

qualified firms interested in providing professional brokerage services as needed

for accessing insurance markets to market the City’s insurance coverage, make

recommendations and advise on risk management services. Each proposal

submitted shall be expected to respond to each consideration set forth in the

Request for Proposal.

We enthusiastically look forward to receiving Your proposal.

II. BACKGROUND:

The City of Tulsa (“City”) is a self-funded municipality employing over 3700

employees working in 23 departments, providing a variety of public services

including first responders, community safety, parks and recreation, refuse

collection, public works, water and sewer services.

The City purchases insurance annually for a variety of coverage lines. The

Human Resources Risk Management Division will oversee this contract and will

work directly with the brokerage firm to secure the appropriate insurance

coverage, manage claims, evaluate emerging risks and exposures, and provide

other risk management services as needed.

The City currently purchases the following insurance:

COVERAGE

POLICY TERM

Commercial Property (Including

Boiler/Machinery Breakdown)

Aviation Insurance

Commercial General Liability

Commercial Excess Liability

Governmental Crime

Equipment Breakdown

09/01/YY – 09/01/YY

08/01/YY – 08/01/YY

10/01/YY – 10/01/YY

08/01/YY – 08/01/YY

10/01/YY – 10/01/YY

In addition to the coverage listed above, the City regularly purchases physician’s

liability insurance, public official bonds, and various employee health insurance

coverages. Workers’ compensation (primary/first dollar) and employee benefit /

health insurance will not be a part of broker services provided under this contract.

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

Bid ID:	TAC 871C
Addendum:	1
Bid Due Date:	10/28/2026
Description:	Insurance Broker Services
Bid Document:	RFP TAC 871C + Addendum 1 Insurance Broker Services.pdf
Attachments:

Insurance Broker Services

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See also