RFP Uniform Certificate of Authority Application Support

The State of Oregon, Department of Consumer and Business Services, Division of Financial Regulation, is seeking proposals for Uniform Certificate of Authority Application (UCAA) support services. The selected contractor will review and analyze UCAA applications, consistent with National Association of Insurance Commissioners (NAIC) standards. The contractor will work with the agency to determine the scope of the review and monitor progress. The initial term of the contract is anticipated to be two years, with options to renew up to a cumulative maximum of ten years. The agency anticipates awarding up to five contracts. • The contractor must have at least three years of experience in reviewing and analyzing UCAA applications. • The contractor must have a key person with at least three years of experience as an Accredited Financial Examiner (AFE) or higher designation. • The contractor must have experience in property and casualty, life, health, and title insurance. • The contractor will be required to submit additional information and comply with certain requirements if selected for a contract award. • The agency encourages participation from small businesses, including disadvantaged, minority-owned, woman-owned, and service-disabled veteran-owned businesses.