Addendum

Addendum #1 

4/7/2026

Question: Award Structure- Will the County consider awarding the program by line of coverage or functional service area (e.g., property, casualty, workers compensation), rather than a single broker of record?

Answer: No

Questions: Service Model Expectations - Can the County clarify expectations regarding service team structure, particularly for certificate issuance, endorsements, and day-to-day servicing activities?

Answer: Only requirement is team large enough to handle and organization of our size.

Question: Certificate Volume-Can the County provide the approximate annual volume of certificates of insurance and any peak periods?

Answer: Peak period would be after renewal. Approximately 200 COIs annually.

Question: Exposure & Underwriting Data

Will detailed exposure schedules, property values, fleet schedules, and other underwriting data be provided to support marketing and analysis?

Answer: This data is always provided during renewals.

Question: Claims Data / TPA-Will complete historical loss runs be provided, and does the County currently utilize a third-party administrator for claims?

Answer: Yes and Yes

Question: Program Structure Philosophy-Are current retentions and deductibles based on actuarial analysis, or have they been adjusted in response to market conditions?

Answer:  Market conditions

Question: Incumbent Broker-Who is the current broker of record, and are all lines currently placed through a single broker?

Answer: All lines are currently with Alliant

Question: Flexibility in Scope-Will the County consider proposals for partial scope or specialized advisory/placement services in lieu of full broker-of-record responsibilities?

Answer: No

Question: Transition Expectations-What level of administrative transition (e.g., certificate systems, data migration,policy management) is expected of the incoming broker?

Answer: All of the above

Question: Risk Financing Structure-“Can the County clarify its current risk financing structure, including whether retentions/deductibles are funded through a formal self-insurance program, internal fund, captive arrangement, or other mechanism?” Is there an actuarial report to support this vehicle

Answer:  Self-insured retentions and stand-alone policy deductibles are funded through the Risk Management Fund.