2024-05-015
Commercial Casualty Insurance Provider Phase I
Issue Date: 2/18/2024
Questions Deadline: 3/4/2024 04:00 PM (CT)
Response Deadline: 3/12/2024 10:00 AM (CT)
Contact Information
Contact: Veronica Couzynse
Address: Plano Independent School District
6600 Alma Drive
Plano, TX 75023
Email: veronica.couzynse@pisd.edu
Page 1 of 8 pages
Deadline: 3/12/2024 10:00 AM (CT)
2024-05-015
Event Information
Number:
2024-05-015
Title:
Commercial Casualty Insurance Provider Phase I
Type:
Request for Qualifications
Issue Date:
2/18/2024
Question Deadline: 3/4/2024 04:00 PM (CT)
Response Deadline: 3/12/2024 10:00 AM (CT)
Notes:
The Plano Independent School District, Plano Texas, is currently seeking proposals
from qualified and interested Agents, Brokers, and Insurers to provide Commercial
Casualty Insurance. If you would like to be considered as a proposer for Plano ISD’s
Casualty insurance coverages, please complete and submit the attached
questionnaire electronically no later than 10:00 A.M.(CST), March 12, 2024.
The District will utilize a two-step process for completing and making this award.
PHASE I – Agent Qualification Questionnaire & Assignment of Markets
PHASE II – Receipt of Proposals based on the market assignment by Plano ISD
RFP specifications will be issued through Ionwave in Phase II
The District’s current coverages below expire July 1, 2024.
Automobile
$1,000,000
Liberty Mutual
General Liability
$1,000,000/3,000,000 Liberty Mutual
Educators Liability $2,000,000/2,000,000 Liberty Mutual
Crime
$1,000,000/1,000,000 Liberty Mutual
Cyber Liability
$1,000,000
Fortega Specialty
Disaster Management $1,000,000
Liberty Mutual
Terror & Sabotage GL $1,000,000/2,000,000 Hiscox (Lloyd’s)
Umbrella
$5,000,000
Liberty Mutual
Page 2 of 8 pages
Student Count: 47,800
Vehicle Count: 580 - Approximate
All proposers will be qualified and insurance companies will be assigned exclusively
to an agent. The proposer’s questionnaire (Attached in "Attachments" tab) is to be
Deadline: 3/12/2024 10:00 AM (CT)
2024-05-015
completed by the agency, showing proposing local servicing office (not corporate or
regional) premium volumes and loss ratios with the selected insurance companies –
not the Managing General Agent (MGA).
Indicate the name of any Risk Retention Group, Underwriting Manager, MGA or
Wholesaler that will be used, but MGAs and Wholesalers will not be assigned.
Underwriting Managers and Risk Retention Groups will only be assigned if there are
no conflicts with other participating companies. List the names of all insurance
companies and syndicates that are included within an Underwriting Manager group
in the space indicated in the Proposer Questionnaire.
PHASE I - THE FOLLOWING DOCUMENTS WILL NEED TO BE COMPLETED
WHICH CAN BE FOUND IN THE 'ATTACHMENT TAB':
Plano ISD 2024 Proposer Questionnaire Market Selection Request Liability
After receipt of these forms, Plano ISD will evaluate each submittal and based on
qualifications, experience, and references will assign markets. No markets may be
reserved without the expressed written consent and permission of Plano
ISD. Insurance companies will be assigned according to the proposed choice
preference.
Billing Information
Address: 2700 West 15th St.
Att'n: Accounts Payable Dept.
Plano, TX 75075
Bid Attachments
Plano ISD 2024 Proposer Questionnaire Market Selection Request Liability.xlsx
Proposer Questionnaire - Complete and attach
Plano_ISD_Standard_Terms_and_Conditions_(2)_(5).pdf
Plano ISD Standard Terms and Conditions
Requested Attachments
PROPOSER QUESTIONNAIRE SUBMISSION FORM
(Attachment required)
Please attach the Completed Proposer Questionnaire
View Online
View Online
Page 3 of 8 pages
Deadline: 3/12/2024 10:00 AM (CT)
2024-05-015
Bid Attributes
1 INTRODUCTION
There are several attributes (including this one) associated with this proposal. Some are notes and require No
Response, but most have a required response. Please be sure to view and respond to all attributes on each page.
If you do not read and/or respond to all Bid Attributes that require a response, the system will not allow you to
submit your electronic bid response.
2 Electronic Proposal Submittal
Although we are legally required to accept paper bids, we strongly request that proposers submit this proposal
electronically. Electronic bidding, as defined under the State of Texas Uniform Electronic Transactions Act, is an
acceptable method of receiving bids based on The State of Texas Education Code Sec. 44.0313 and Plano ISD
policy CH Legal. Please feel free to call us if you require any assistance with this submittal. Electronic bidding
eliminates errors, eliminates unnecessary work, and is friendlier to the environment. When filing this bid
electronically, please do not send us a paper copy, as the electronic version will prevail. Furthermore, no faxed or
emailed bids will be received. Your cooperation is appreciated. Please confirm that you have read and understand
this instruction. ~~ This is your electronic signature
I Confirm Yes, I confirm
(Required: Check only one)
3 Late Proposals
Proposals are to submitted through Ionwave by March 12, 2024 at 10:00 AM (CST).
Proposals received after this date and time will not be considered.
The District will not accept faxed or emailed proposals.
4 Authorized Signature
The undersigned, in submitting this Bid/Proposal and endorsement of same, represents that he/she is authorized to
obligate his/her Firm, that he/she is an equal opportunity employer and will not discriminate with regard to race, color,
religion, sex, national origin, age or disability unrelated to job performance of this Bid/Proposal; that he/she will abide by
all the policies and procedures of Plano ISD; and that he/she has read this entire Bid/Proposal package, is aware of the
covenants contained herein and will abide by and adhere to the expressed requirements in ALL sections of this
Bid/Proposal. ~~~This is your electronic signature.
Yes, I will Abide No, I will not Abide
(Required: Check only one)
5 Name of Bid Preparer
Please list the name of the person completing this bid, along with contact phone number and email address. Your
bid may be disqualified if this information is not provided.
(Required: Maximum 4000 characters allowed)
6 Communications Statement
Contact between vendors and Plano ISD personnel during the RFQ/RFP process or evaluation process is
prohibited. All communications shall go through the Purchasing Department during the competitive process. All
questions received and the corresponding answers will be distributed to all proposers. Verbal responses will not be
provided. You may submit a question electronically by clicking on the "Questions" tab.
Page 4 of 8 pages
Deadline: 3/12/2024 10:00 AM (CT)
2024-05-015
7 Tentative Schedule
The District anticipates the following schedule - which is subject to change:
Date & Time
Activity
February 18, 2024
Release Date for Phase I
February 18, 2024
Legal Notice (1st run) – Star Local Media
February 25, 2024
Legal Notice (2nd run) – Star Local Media
March 4, 2024 – 4:00 p.m. CST
Deadline for Questions and Requests for Clarification
March 12, 2024 – 10:00 a.m. CST
March 18, 2024
March 19, 2024
Deadline for Submittal for Phase I
Assignment of Markets
Release Date for Phase II - Assignment of Market
April 9, 2024 - 4:00 p.m. CST
Deadline for Questions and Requests for Clarification
April 16, 2024 - 10:00 a.m. CST
Deadline for Submittal for Phase II
April 17-23, 2024
Evaluation of Proposals
May 21, 2024
Board Approval
Page 5 of 8 pages
Deadline: 3/12/2024 10:00 AM (CT)
2024-05-015
