INSURANCE BROKER SERVICES
| Location: | New Mexico |
|---|---|
| Posted: | Jul 30, 2026 |
| Due: | Sep 1, 2026 |
| Agency: | Otero County |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | RFP 27-002 |
| Publication URL: | To access bid details, please log in. |
| Bid Number: |
RFP 27-002
|
| Bid Title: |
INSURANCE BROKER SERVICES
|
| Category: | Bids/RFP's |
| Status: | Open |
|
Attachment Preview
OTERO COUNTY
REQUEST FOR PROPOSALS (RFP)
Insurance Broker Services
NM Commodity Code(s): 91869
RFP NO. 27-002
September 1, 2026
RFP NO. 27-002
TABLE OF CONTENTS
PAGE NO.
I.
ADVERTISEMENT .......................................................................................................4
II.
INTRODUCTION ...........................................................................................................5
A. PURPOSE OF THIS REQUEST FOR PROPOSAL……………………… ........5
B. SCOPE OF WORK................................................................................................5
C. TECHNICAL SPECIFICATIONS………………………………………………6
D. INSURANCE REQUIREMENTS ........................................................................8
E. PROCUREMENT MANAGER ............................................................................8
F. DEFINITION OF TERMINOLOGY.....................................................................9
III.
CONDITIONS GOVERNING THE PROCUREMENT...............................................11
A. SEQUENCE OF EVENTS ..................................................................................12
B. EXPLANATION OF EVENTS...........................................................................12
1. Issuance of RFP ................................................................................................12
2. Pre-Proposal Conference..................................................................................12
3. Acknowledgement of Receipt Form Due.........................................................12
4. Deadline to Submit Additional Written Questions ..........................................12
5. Response to Written Questions ........................................................................12
6. Submission of Proposals ..................................................................................13
7. Proposal Evaluation..........................................................................................13
8. Selection of Finalists ........................................................................................13
9. Best and Final Offers from Finalists (If applicable).........................................13
10. Oral Presentations by Finalists (If applicable) ...............................................14
11. Contract Negotiations.....................................................................................14
12. Contract Award ..............................................................................................14
13. Right to Protest...............................................................................................14
C. GENERAL REQUIREMENTS ...........................................................................15
1. Acceptance of Conditions Governing the Procurement.................................15
2. Incurring Cost ................................................................................................15
3. Prime Contractor Responsibility ....................................................................15
4. Subcontractors................................................................................................15
5. Amended Proposals........................................................................................15
6. Offerors’ Rights to Withdraw Proposal .........................................................15
7. Proposal Offer Firm .......................................................................................16
8. Disclosure of Proposal Contents ....................................................................16
9. No Obligation.................................................................................................16
10. Termination....................................................................................................16
11. Sufficient Appropriation................................................................................16
12. Legal Review .................................................................................................17
13. Governing Law ..............................................................................................17
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RFP NO. 27-002
14. Basis for Proposal ..........................................................................................17
15. Contract Terms and Conditions .....................................................................17
16. Contract Deviations .......................................................................................17
17. Offeror Qualifications....................................................................................17
18. Right to Waive Minor Irregularities ..............................................................17
19. Change in Contractor Representatives ..........................................................18
20. Notice.............................................................................................................18
21. County Rights ................................................................................................18
22. Right to Publish .............................................................................................18
23. Ownership of Proposals ...............................................................................18
24. Electronic Mail Address Recommended .......................................................18
25. Preference in Procurement by Otero County.................................................18
IV.
RESPONSE FORMAT AND ORGANIZATION ........................................................20
A. NUMBER OF RESPONSES...............................................................................20
B. NUMBER OF COPIES .......................................................................................20
C. PROPOSAL FORMAT .......................................................................................20
1. Proposal Organization ...............................................................................20
2. Letter of Transmittal..................................................................................21
V.
SPECIFICATIONS .......................................................................................................22
A. INFORMATION .................................................................................................22
1. Time Frame ...............................................................................................22
B. EVALUATION CRITERIA ................................................................................22
1. Qualifications and Capabilities .................................................................22
2. Licensure and Certifications......................................................................22
3. Specialized Experience .............................................................................23
4. References .................................................................................................23
5. Cost………………………………………………………………………23
C. COST PROPOSAL .........................................................................................23
VI.
EVALUATION OF PROPOSALS ...............................................................................24
A. Evaluation Scoring ..............................................................................................24
B. Evaluation Process ...............................................................................................24
APPENDICES
A. Acknowledgement of Receipt Form....................................................................26
B. Campaign Contribution Disclosure Form............................................................27
C. Resident Veterans Preference Certification .........................................................30
D. Cost Proposal .......................................................................................................31
E. Certification Regarding Debarment, Suspension, and Other Responsibility…...32
F. Sample Agreement………………………………………………………………33
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RFP NO. 27-002
I. ADVERTISEMENT
OTERO COUNTY
Insurance Broker Services
RFP NO. 27-002
Otero County requests proposals from qualified brokers to establish a contract through competitive
negotiations for the provision of insurance brokerage services. All proposals submitted shall be
valid for ninety (90) days subject to action by the County. Otero County reserves the right to reject
any, and all proposals in part or in whole. All proposals must be received by 2:00PM on Tuesday,
September 1, 2026, at the Otero County Purchasing Division, 1101 New York Ave, Alamogordo,
NM 88310. Building hours are Monday – Thursday 7:00 AM – 6:00 PM.
By submitting a proposal for the services requested, each Offeror is certifying that it is a qualified
firm and its proposal complies with the requirements stated within the Request for Proposals.
There will not be a pre-proposal conference. If you have any questions concerning this RFP, please
email Wendy Robinson, Procurement Manager at wrobinson@co.otero.nm.us no later than August
20, 2026.
EQUAL EMPLOYMENT OPPORTUNITY: All qualified Offerors will receive consideration of
contract(s) without regard to race, color, religion, sex or national origin, ancestry, age, physical and
mental handicap, serious medical condition, disability, spousal affiliation, sexual orientation or gender
identity.
Request for Proposals will be available by contacting Wendy Robinson, Procurement Manager,
1101 New York Ave, Rm 118 Alamogordo, NM 88310, or by telephone at (575) 434-0710 or on
our website at https://co.otero.nm.us
PROPOSALS RECEIVED AFTER THE DATE AND TIME SPECIFIED ABOVE WILL NOT
BE CONSIDERED AND WILL BE REJECTED BY OTERO COUNTY.
Otero County
Published July 30, 2026 ADN
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RFP NO. 27-002
II. INTRODUCTION
A. PURPOSE OF THIS REQUEST FOR PROPOSAL
The County of Otero is requesting sealed proposals from qualified brokers to establish a
contract through competitive negotiations for the provision of insurance brokerage services for
the coverages listed below as well as any additional coverages that may become necessary
given change or growth within the program:
Workman’s Compensation
Volunteer Firefighter/EMT Insurance
Cyber
Equipment Breakdown
Flood
Environmental
Fine Arts
Property Coverage, including computer, inland marine, and equipment breakdown
coverage
Commercial Automobile Coverage
Public Liability Coverage with endorsements for pollution and land use
Law Enforcement Liability
Public Officials Errors & Omissions Liability, including endorsements (or separate
policies) for medical malpractice
Crime Coverage
Public Official Bond
Umbrella Liability
B. SCOPE OF WORK
The selected contractor shall assist the County to design and implement a property and casualty
insurance program that will protect the county from reasonably foreseeable losses. The selected
contractor will assist the County to negotiate, plan and obtain a comprehensive package of
insurance policies to cover Otero County’s liability in the areas of public liability, property, law
enforcement and civil rights and omissions, umbrella coverage. The types and minimum levels of
coverage currently held and that are desired by the County are described in greater detail in
Section V. The insurance contract shall be for a four-year period and coverage shall be a
minimum of a twelve-month period. The contractor will negotiate renewals with insurance
carriers.
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