Insurance Broker Services

The City of Tulsa is seeking a qualified insurance brokerage firm to provide comprehensive brokerage services for its Human Resources Department. The scope includes designing coverage, procuring insurance, managing claims, providing loss‑control site visits, and delivering employee training, all on a flat‑fee basis with optional hourly services. The contract is a one‑year term with up to four renewable one‑year extensions, evaluated on capabilities, personnel, approach, references, and cost. Vendors must be Oklahoma‑licensed brokers, cannot receive commissions, and must carry specific liability insurance. • Base brokerage services (coverage design, procurement, claims support) billed as a flat annual fee. • Optional hourly services: loss‑control site visits and employee training. • Evaluation criteria: 25 pts capabilities, 25 pts personnel, 20 pts approach, 10 pts references, 20 pts cost. • Contract term: 1 year initial, with four optional one‑year renewals; vendor must maintain $1 M general & auto liability, professional liability with prior‑acts endorsement.