Broker for Risk Insurance Services

Office of Procurement Services

P.O. Box 7800 • 315 W. Main St., Suite 416 • Tavares, FL 32778

Solicitation Number: 26-501
Solicitation Title: RISK INSURANCE BROKER SERVICES
Last Day to Ask Questions: 05/13/2026
CLOSING DATE: 05/20/2026
CLOSING TIME: 3:00 P.M. Eastern

Vendors shall complete and return all information requested by the specified time and date or Submittal shall be rejected.

1.0 PURPOSE OF REQUEST SOLICITATION

Lake County, Florida invites sealed submissions to furnish RISK INSURANCE BROKER SERVICES. This solicitation is posted exclusively on the official County website https://lakecountyfl.gov/procurement-services. .

2.0 EXHIBITS

Exhibit A – Scope of Work

Exhibit B – Insurance Requirements

Exhibit C – General Terms and Conditions for Lake County Florida dated 5/6/21

Bidders shall complete Attachment 5 – Viewing Confidential Documents and submit it prior to the last day for questions to view Exhibits D-G below that are exempt from public posting per Section 119.071(3)(b) or 119.0725, Florida Statutes). Submit to the Solicitation’s Point of Contact.

Exhibit D – Current Coverages

Exhibit E – Statement of Values

Exhibit F – Liability Loss Run

Exhibit G – WC Loss Run

Exhibit H – Sample Contract

Exhibit I – HIPPA Business Associate Agreement Sample

3.0 ATTACHMENTS

Attachment 1 – Submittal Form

Attachment 2 – Combined Affidavit - Foreign Entities & Human Trafficking

Attachment 3 – Pricing Worksheet

Attachment 4 – Reference Form

Attachment 5 – Viewing Confidential Documents

4.0 POINT OF CONTACT

Direct all inquiries to the Contracting Officer (official point of contact) listed:

Amy Munday, CPPB, Senior Procurement Agent

Telephone: 352-343-9839

E-mail: Amy.Munday@LakeCountyFL.gov

5.0 PRE-PROPOSAL CONFERENCE

N/A

6.0 QUESTIONS, EXCEPTIONS, AND ADDENDA

6.1 Vendors must examine all solicitation content including the General Terms and Conditions for Lake County Florida.

6.2 All communication, inquiries, or requests for exceptions shall be directed to the Contracting Officer listed in this Solicitation.

6.3 The last day for questions or requests for exceptions is 05/13/2026.

6.4 Responses, clarifications, modifications, or changes to the Solicitation shall be issued through official addenda to the Solicitation and posted on the Formal Solicitations site (lakecountyfl.gov) for this Solicitation. Where there appears to be a conflict between Solicitation and any addenda, the last addendum issued will prevail.

6.5 Vendors are solely responsible for ensuring receipt and acknowledgement of all addenda and any supporting documents. Failure to acknowledge each addendum may disqualify the submission from consideration. The original submission deadline remains fixed unless a change is expressly communicated via addendum.

6.6 Process or procedure questions may be directed to the Contracting Officer at any time.

7.0 METHOD OF AWARD

Submissions will be reviewed to determine both responsiveness and responsibility, based on the following considerations:

7.1 Compliance with all submission documentation requirements as specified in this Solicitation. (Responsiveness)

7.2 The highest benefit to Lake County as it pertains to: (Responsibility)

7.2.1 Firm’s qualifications;

7.2.2 Proposed costs:

7.2.3 Proposed materials and plans to accomplish tasks;

7.2.4 Past Performance. Provide at least three verifiable references on provided References Attachment for projects completed within five years similar in magnitude to the Solicitation. List no more than two Lake County Government projects.

7.2.5 Compliance with all technical requirements as specified or implied in the Solicitation;

7.2.6 Financial Stability: Be prepared to provide a current financial statement, preferably a certified audit of the most recent fiscal year, upon request.

7.2.7 Any additional submittal requirements.

7.3 Award will be made to the most responsive, responsible Vendor whose Proposal represents the best overall value to the County when considering all evaluation factors (no additional details).

7.4 In accordance with Section 287.05701, Florida Statutes, the County will not request, nor consider, any documentation related to a vendor’s social, political, or ideological interests when determining vendor responsibility.

7.5 County reserves the right to: make awards to one or more vendors; reject any or all offers; waive any minor irregularities or technicalities in submitted responses.

7.6 Submissions received prior to the stated closing date and time will be opened, recorded, and considered for evaluation. The names of the responding vendors will be read aloud and recorded at opening. Submittals will be available for public inspection during normal business hours at the Office of Procurement Services during nomal business hours, either thirty (30) calendar days after the Solicitation due date or after recommendation of award, whichever occurs first.

8.0 DELIVERY AND SUBMITTAL REQUIREMENTS

8.1 Hand delivery of submittals will not be accepted.

8.2 Responses must be submitted through the solicitation response portal to be considered – Click Here for the Submission Portal.

8.3 Responses submitted after the official due date and time will not be accepted.

8.4 Submission constitutes a binding offer to the County and acceptance of all terms and conditions specified in this Solicitation. Do not alter the content or format of any form without the County’s permission. Ensure all information is legible.

8.5 Submittal must be organized into the following sections:

8.5.1 Vendor Profile

◊ Statement of Interest & Understanding of Project

◊ Firm Profile / Firm History

◊ Program Manager: List the name, business address, telephone number and e-mail address of the program manager for the project. Provide a resume of the individual’s background and skills in managing similar projects

◊ Include copies of any required licenses or permits

8.5.2 Forms

◊ Completed Attachment 1 – Submittal Form

o Submittal must be signed by an official authorized to legally bind the firm to its provisions. Include a memorandum of authority signed by an officer of the company if the signor is not listed as a corporate officer on the firm’s SunBiz registration.

◊ Proof of Sunbiz.org registration

◊ Completed W-9 form

◊ Completed Attachment 2 – Affidavit, Contracting with Foreign Countries of Concern

◊ Completed Attachment 4 – Reference Form

◊ Completed Addenda issued. Failure to include signed addenda may be cause for Submittal to be considered non-responsive

◊ Proof of insurance or evidence of insurability at levels in Exhibit B – Insurance Requirements

8.5.3 Completed Pricing Worksheet

◊ Completed Attachment 3 – Pricing Worksheet

◊ Supporting documentation for proposed pricing

8.5.4 Proposed Solution

◊ Proposal shall be a clear, detailed outline of the approach, staffing plans, and required equipment allowing for evaluation of strategy and optimization of resources to best meet project objectives.

8.5.5 Financial Stability

◊ Provide a financial stability statement reflecting firm has the necessary resources to provide the services at the level required. The County reserves the right to request a financial statement, a certified audit, or a third party prepared financial statement and to use a third-party company to verify the information provided. Include similar information for subcontractors or joint venture arrangements.

8.5.6 Litigation

◊ Information on the nature and outcome of litigation and proceedings for the previous three (3) years where the firm has been involved in any matter related to professional activities.

8.5.7 Other Information

◊ Include any additional data that Vendor deems pertinent to the understanding and evaluating of the Proposal

8.6 The County shall not be liable for any costs incurred in responding to this Solicitation including, but not limited to, expenses related to product or service demonstrations.

8.7 Interested parties may listen to the 3:01 P.M. solicitation opening by calling 1-321-332-7400, Conference ID 971 920 36# or clicking on this link: Join Microsoft Teams Meeting

8.8 County logos, trademarks, trade names, and copyrighted images (“Intellectual Property”) are the sole property of the County. This solicitation does not permit the use or display of any County Intellectual Property in Respondent proposals or submittals, including any attachments, except as expressly authorized in writing by County. Unauthorized use constitutes trademark and copyright infringement and is a violation subject to prosecution as a second-degree misdemeanor under Florida Statutes Section 165.043.

9.0 PRESENTATIONS/ POST-DISCUSSIONS

9.1 County, at its sole discretion, may ask for an oral presentation or demonstration without charge to the County. County reserves the right to require the Vendor to demonstrate to the satisfaction of the County that the Firm has the fiscal and technical ability to furnish the requirements of the Solicitation. The demonstration must satisfy the County and the County will be the sole judge of compliance.

9.2 County may commence contract negotiations in accordance with the method of award specified. The County reserves the right to conduct discussions with Vendors having a realistic possibility of contract award to include requests for additional information and requests for “best and final” offers.

9.3 Vendors must not assume they will be asked to make a presentation or asked for a “best and final” offer and must include all pertinent and required information in their original Proposal.

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