Broker of Record for Property, Liability and Casualty

EUS/RFP 04-2627 BROKER PC&L
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LAKEWOOD BOARD OF EDUCATION
LAKEWOOD, NEW JERSEY 08701
REQUEST FOR PROPOSAL (RFP) FOR
EXTRAORDINARY UNSPECIFIABLE
SERVICES (EUS)
Proposal Specifications & General Requirements
INSURANCE BROKER OF RECORD FOR PROPERTY &
CASUALTY
EUS/RFP 04-2627
Kevin Campbell
School Business Administrator/Board Secretary
Submission Date:
Friday, May 8, 2026
11:00 a.m.
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EUS/RFP 04-2627 BROKER PC&L
LAKEWOOD BOARD OF EDUCATION
LAKEWOOD, NEW JERSEY 08701
Legal Advertisement
Request for Proposals
The LAKEWOOD Board of Education hereby advertises competitive proposals for
EUS/RFP 04-2627
INSURANCE BROKER OF RECORD FOR PROPERTY & CASUALTY
All necessary RFP specifications and proposal forms may be secured upon written
request to:
Kevin Campbell
School Business Administrator/Board Secretary
LAKEWOOD Board of Education
200 Ramsey Ave.
LAKEWOOD, New Jersey 08701
Email:dpiasentini@lakewoodpiners.org
Proposal responses must be submitted in a sealed envelope and delivered to the Office of the
School Business Administrator/ Board Secretary of LAKEWOOD Board of Education on or before
the date and time indicated below. The envelope is to bear the following information:
Title: INSURANCE BROKER OF RECORD FOR PROPERTY & CASUALTY
RFP No.: EUS/RFP 04-2627
Name and Address Vendor
RFP Due Date: Friday, May 8, 2026
RFP Deadline Time: 11:00 a.m.
All vendors are required to comply with the requirements of N.J.S.A. 10:5-31 et seq., and N.J.A.C.
17:27 et seq.
The Board of Education reserves the right to reject any non-responsive proposals or all
proposals, pursuant to N.J.S.A. 18A:18A-22, and to waive minor informalities or non-material
exceptions that may be in the best interest of the Board.
Effective after March 1, 2026, the complete text of each legal notice for the Lakewood Board of
Education may be obtained or viewed by the public on the official internet website
https://www.lakewoodpiners.org/legalnotices
In addition, the hyperlink https://www.nj.gov/state/statewide-legal-notices-list.shtml has been
provided by the Secretary of State to the legal notice webpage of each public entity in the State of
New Jersey. The aforementioned is in accordance with P.L. 2025, c.72
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EUS/RFP 04-2627 BROKER PC&L
Kevin Campbell
School Business Administrator/Board Secretary
ETHICS IN PURCHASING
STATEMENT TO VENDORS
BOARD OF EDUCATION RESPONSIBILITY
Recommendation of Purchases
The Board of Education desires to have all Board employees and officials practice exemplary
ethical behavior in the procurement of goods, materials, supplies, and services.
School officials and employees who recommend purchases shall not extend any favoritism to any
vendor. Each recommended purchase should be based upon the quality of the items, service,
price, delivery, and other applicable factors in full compliance with N.J.S.A. 18A:18A-1 et seq.
Solicitation/Receipt of Gifts - Prohibited
School officials and employees are prohibited from soliciting and receiving funds, gifts, materials,
goods, services, favors, and any other items of value from vendors doing business with the Board
of Education or anyone proposing to do business with the Board.
VENDOR RESPONSIBILITY
Offer of Gifts, Gratuities -- Prohibited
Any vendor doing business or proposing to do business with the Board of Education shall neither
pay, offer to pay, either directly or indirectly, any fee, commission, or compensation, nor offer
any gift, gratuity, or other things of value of any kind to any official or employee of the Board or
any member of the official's or employee's immediate family.
Vendor Influence -- Prohibited
No vendor shall cause to influence or attempt to cause to influence, any official or employee of
the Board, in any manner which might tend to impair the objectivity or independence of
judgment of said official or employee.
VENDOR CERTIFICATION
Vendors or potential vendors will be asked to certify that no official or employee of the Board of
Education or immediate family members are directly or indirectly interested in this request or
have any interest in any portions of profits thereof. The vendor participating in this request must
be an independent vendor and not an official or employee of the Board of Education.
Kevin Campbell/School Business Administrator/Board Secretary
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EUS/RFP 04-2627 BROKER PC&L
LAKEWOOD BOARD OF EDUCATION
REQUEST FOR PROPOSAL
GENERAL
SPECIFICATIONS
Kevin Campbell
School Business Administrator/Board Secretary
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EUS/RFP 04-2627 BROKER PC&L
LAKEWOOD BOARD OF EDUCATION
Request for Proposal (RFP)
INSURANCE BROKER OF RECORD FOR PROPERTY & CASUALTY
INSTRUCTIONS FOR VENDORS
PROPOSALS ARE TO BE SUBMITTED TO:
Kevin Campbell
School Business Administrator/Board Secretary
LAKEWOOD Board of Education
200 Ramsey Ave.
LAKEWOOD, New Jersey 08701
Attn: School Business Administrator
BY: 11:00 a.m. PREVAILING TIME ON: Friday, May 8, 2026
Proposals are to be submitted in a sealed envelope and may be submitted by mail, delivery
service, or in person.
Proposals must be placed in a sealed envelope/package and clearly marked with the
INSURANCE BROKER OF RECORD FOR PROPERTY & CASUALTY on the front of the
envelope/package. Proposals must be submitted in duplicate on the submittal forms as
provided, and in the manner designated. The Board also requires a copy submitted on a USB
Flash Drive in addition to hard copies.
Envelope Label Information
All vendors are to clearly label the cover of the sealed envelope as follows.
Title: INSURANCE BROKER OF RECORD FOR PROPERTY & CASUALTY
RFP Number EUS/RFP 04-2627
District Lakewood Board of Education
Name and Address Vendor
RFP Due Date: Friday, May 8, 2026
RFP Deadline Time: 11:00 a.m.
Failure to properly label the proposal envelope may lead to the rejection of the proposal!
The Board of Education does not accept electronic (e-mail) submissions of proposals at this time.
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EUS/RFP 04-2627 BROKER PC&L
1. AFFIRMATIVE ACTION-EQUAL EMPLOYMENT OPPORTUNITY IN PUBLIC SCHOOLS
Each successful company shall submit to the Board of Education, after notification of award, but
prior to execution of a goods and services contract, one of the following three (3) documents:
* Letter of Federal Affirmative Action Plan Approval indicating that the vendor is under an
existing federally approved or sanctioned affirmative action program;
* A Certificate of Employee Information Report approval issued in accordance with
N.J.A.C.17:27-4 or
* The successful bidder (vendor) shall complete an Employee Information Report, Form AA-
302, and submit it to the Division of Purchase and Property Contract Compliance and
Audit Unit with a check or money order for $150.00 made payable to the Treasurer, State
of NJ and forward a copy of the form and check/money order to the Board of Education.
Upon submission and review by the Division, the Report shall constitute evidence of
compliance with the regulations.
Please note: A completed and signed Affirmative Action Questionnaire is requested with the
submission of the proposal. However, the Board will accept, in lieu of the Questionnaire,
Affirmative Action Evidence in the form of a current Certificate of Employee Information Report
submitted with the proposal.
If awarded a contract, your company/firm will be required to comply with the requirements of
N.J.S.A. 10:5-31 et seq., and N.J.A.C. 17:27 et seq., and the terms and conditions of the Mandatory
Equal Employment Opportunity Language-Exhibit A.
Sample Certificate of Employee Information Report
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All vendors are requested to submit a copy of their business entity's Certificate of Employee
Information Report with their response. Failure to submit the Certificate or other required
documents prior to the execution of the contract will result in the proposal being rejected.
2. AMERICANS WITH DISABILITIES ACT
The contractor must comply with all provisions of the Americans with Disabilities Act (ADA), P.L
101-336, in accordance with 42 U.S.C. S121 01 et seq.
3. AMERICAN GOODS (N.J.S.A. 18A:18A-20)
In accordance with N.J.S.A. 18A:18A-20, only manufactured and farm products of the United
States, wherever available, are to be used with this contract.
4. ANTI-BULLYING BILL OF RIGHTS-REPORTING OF HARASSMENT, INTIMIDATION AND
BULLYING CONTRACTED SERVICE PROVIDER
The contracted service provider shall comply with all applicable provisions of the New Jersey Anti-
Bullying Bill of Rights Act-N.J.S.A. 18A:37-13.1 et seq., all applicable codes and regulations, and
the Anti-Bullying Policy of the Board of Education. The Board shall provide the contracted service
provider with a copy of the Board's Anti-Bullying Policy. In accordance with N.J.A.C. 6A:16-7.7 (c),
a contracted service provider who has witnessed or has reliable information that a student has
been subject to harassment, intimidation, or bullying shall immediately report the incident to any
school administrator or safe schools resource officer or the School Business Administrator/Board
Secretary.
5. ANTI-DISCRIMINATION PROVISIONS-N.J.S.A. 10:2-1
N.J.S.A. 10:2-1. Anti-discrimination provisions. Every contract for or on behalf of the State or
any county or municipality or other political subdivision of the State, or any agency of or
authority created by any of the foregoing, for the construction, alteration or repair of any public
building or public work or the acquisition of materials, equipment, supplies or services shall
contain provisions by which the contractor agrees:
a. In the hiring of persons for the performance of work under this contract or any subcontract
hereunder, or for the procurement, manufacture, assembling or furnishing of any such
materials, equipment, supplies or services to be acquired under this contract, no contractor,
nor any person acting on behalf of such contractor or subcontractor, shall, by reason of race,
creed, color, national origin, ancestry, marital status, gender identity or expression, affectional
or sexual orientation or sex, discriminate against any person who is qualified and available to
perform the work to which the employment relates;
b. No contractor, subcontractor, nor any person on his behalf shall, in any manner, discriminate
against or intimidate any employee engaged in the performance of work under this contract or
any subcontract hereunder, or engaged in the procurement, manufacture, assembling or
furnishing of any such materials, equipment, supplies or services to be acquired under such
contract, on account of race, creed, color, national origin, ancestry, marital status, gender
identity or expression, affectional or sexual orientation or sex;
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EUS/RFP 04-2627 BROKER PC&L
c. There may be deducted from the amount payable to the contractor by the contracting public
agency, under this contract, a penalty of $50.00 for each person for each calendar day during
which such person is discriminated against or intimidated in violation of the provisions of the
contract; and
d. This contract may be canceled or terminated by the contracting public agency, and all money
due or to become due hereunder may be forfeited, for any violation of this section of the
contract occurring after notice to the contractor from the contracting public agency of any prior
violation of this section of the contract.
No provision in this section shall be construed to prevent a board of education from designating
that a contract, subcontract, or other means of procurement of goods, services, equipment, or
construction shall be awarded to a small business enterprise, minority business enterprise, or a
women's business enterprise pursuant to P.L.1985, c.490 (C.18A:18A-51 et seq.).
6. ASSURANCE OF COMPLIANCE FORM
During the performance of this contract, a contracted service provider may come in contact
with school district students. The Board of Education fully understands its obligation to provide
all students and staff members with a safe, educational environment. To this end, the Board of
Education requires vendors to sign a statement of Assurance of Compliance and acknowledge
their understanding of the requirements listed below.
* Anti-Bullying Reporting-Requirement N.J.S.A. 18A:37-13.1 et seq.; N.J.A.C. 6A:16-7.7
(c)
* Criminal History Background Checks N.J.S.A. 18A:6-7.1
* Pre-Employment Requirements P.L. 2018 c.5, N.J.S.A. 18A:6-7.6 et seq.
As part of this proposal, all vendors are requested to sign and submit the enclosed Assurance
of Compliance Form, acknowledging their responsibilities to comply with the following laws and
administrative code.
7. AWARD OF CONTRACT; RESOLUTION; NUMBER OF DAYS
The award will be made within sixty (60) days of receipt of the proposals; however, it is subject
to extension pursuant to N.J.S.A. 18A:18A-36 (a).
8. BUSINESS REGISTRATION CERTIFICATE (N.J.S.A. 52:32-44)
Pursuant to N.J.S.A. 52:32-44, the Board of Education is prohibited from entering into a contract
with an entity unless the bidder/proposer/contractor and each subcontractor that is required by
law to be named in a proposal/contract have a valid Business Registration Certificate on file with
the Division of Revenue and Enterprise Services within the Department of the Treasury.
Request of the Board of Education
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EUS/RFP 04-2627 BROKER PC&L
All vendors or business entities providing responses to proposals are requested to submit a copy
of their "New Jersey Business Registration Certificate" with their response package as issued by
the Department of Treasury of the State of New Jersey.
The Board reminds all vendors that the proposal will be rejected if they fail to submit the New
Jersey Business Registration Certificate prior to the award of the contract.
Subcontractors
Prior to contract award or authorization, the contractor shall provide the Contracting Agency
with its proof of business registration and that of any named subcontractor(s).
Subcontractors named in a bid or other proposal shall provide proof of business registration to
the bidder, who in turn, shall provide it to the Contracting Agency prior to the time a contract,
purchase order, or other contracting document is awarded or authorized.
During the course of contract performance:
1. The contractor shall not enter into a contract with a subcontractor unless the
subcontractor first provides the contractor with valid proof of business registration.
2. The contractor shall maintain and submit to the Contracting Agency a list of
subcontractors and their addresses that may be updated from time to time.
3. The contractor and any subcontractor providing goods or performing services under the
contract, and each of their affiliates, shall collect and remit to the Director of the Division
of Taxation in the Department of the Treasury the use tax due pursuant to the Sales and
Use Tax Act, (N.J.S.A. 54:32B-1 et seq.) on all sales of tangible personal property delivered
into the State.
Before final payment is made under the contract, the contractor shall submit to the Board of
Education, a complete and accurate list of all subcontractors used and their addresses.
N.J.S.A. 54:49-4.1: Violations of Registration Requirements; Penalties.
A business organization that fails to provide a copy of a business registration as required
pursuant to section 1 of P.L.2001, c.134 (C.52:32-44 et al.) or subsection e. or f. of section 92 of
P.L.1977, c.110 (C.5:12-92), or that provides false information of business registration under the
requirements of either of those sections, shall be liable for a penalty of $25 for each day of
violation, not to exceed $50,000 for each business registration copy not properly provided
under a contract with a contracting agency or under a casino service industry enterprise
contract.
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EUS/RFP 04-2627 BROKER PC&L
Sample Business Registration Certificates
9. CONTRACTOR/VENDOR REQUIREMENTS-ACCESS AND MAINTENANCE OF RECORDS
Contractors/vendors doing business with the Board of Education are reminded of the following
legal requirements pertaining to the Office of the New Jersey State Comptroller:
* Access to Relevant Documents and Information-N.J.S.A. 52:15C-14 (d)
Private vendors or other persons contracting with or receiving funds from a unit in the
Executive branch of State government, including an entity exercising executive branch
authority, independent State authority, public institution of higher education, or unit of local
government or board of education shall upon request by the State Comptroller provide the
State Comptroller with prompt access to all relevant documents and information as a condition
of the contract and receipt of public monies. The State Comptroller shall not disclose any
document or information to which access is provided that is confidential or proprietary. If the
State Comptroller finds that any person receiving funds from a unit in the Executive branch of
State government, including an entity exercising executive branch authority, independent State
authority, public institution of higher education, or unit of local government or board of
education refuses to provide information upon the request of the State Comptroller, or
otherwise impedes or fails to cooperate with any audit or performance review, the State
Comptroller may recommend to the contracting unit that the person be subject to termination
of their contract, or temporarily or permanently debarred from contracting with the contracting
unit.
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