Carrollton Ionwave #RFQ #23-008

Award for Risk Management Consultant Services for City of Carrollton

The City of Carrollton, Texas is seeking a qualified firm or individual to provide Risk Management Consultant Services for its Risk Department and insurance coverages. - Government Buyer: - City of Carrollton, Texas - Purchasing Department and Workforce Services - Vendors (Respondents): - Charlesworth Consulting (awardee) - USI Southwest, Inc. - BDO USA, LLP - NobleProg New York, Inc. - Services Requested: - Monthly review of risk claims - On-site visits and consultations - Advising city staff and Director of Workforce Services - Assessing and structuring the Risk division - Staff training on risk management - Reviewing contracts and risk policies - Responding to risk management inquiries - Identifying risk trends and streamlining processes - Recommending insurance requirement exceptions for vendors - Service Structure: - Monthly retainer fee covering a set number of annual hours - Hourly rates for services beyond retainer hours - Professional fees invoiced quarterly - Notable Requirements: - Consultant must be independent and not affiliated with insurance companies - On-site presence and direct reporting to the Director of Workforce Services - Price adjustments may be negotiated based on market conditions - Award Information: - Awarded to Charlesworth Consulting - Award amount: $3,385.00 (monthly retainer) - Place of Performance and Delivery: - Carrollton City Hall Building, 1945 E. Jackson Road, Carrollton, TX 75006-1790 - City facilities as needed

Description

The City of Carrollton issued a Request for Annual Quote (RFQ #23-008) seeking a qualified firm or individual to assist in managing the City's Risk Department and risk insurance coverages. The scope includes monthly review of risk claims, on-site visits, advising city staff, assessing and structuring the Risk division, training, reviewing contracts and policies, and responding to inquiries. The City is a home rule municipality near Dallas with a population of approximately 135,000 and an annual budget of $243 million. The solicitation closed on February 27, 2023, and the award was made to Charlesworth Consulting.

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