Financial Examination Support Services

Agency: State Government of Pennsylvania
State: Pennsylvania
Type of Government: State & Local
NAICS Category:
  • 541219 - Other Accounting Services
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: May 28, 2025
Due Date: Jun 13, 2025
Solicitation No: 6100063521
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Contact information: Please Login to View Page
Bid Documents: Please Login to View Page

General Information

Department for this solicitation:
Procurement

Date Prepared:

05/02/25
Types:
R3-RFQ

Advertisement Type:
Service Materials Service & Materials PW Construction Agency Construction Real Estate

Solicitation/Project#:
6100063521
Solicitation/Project Title:
Financial Examination Support Services

Description:
The Pennsylvania Insurance Department (“Department”) is compiling a list of qualified vendors to perform various services related to the financial examination function of the Department. The Department will qualify vendors to support full-scope, interim work, and/or limited-scope financial examinations by providing field examiner, Information Technology (“IT”) specialist and/or actuarial and other specialist services. The Department will evaluate and qualify vendors that provide any combination of the needed services for inclusion on the list of approved qualified vendors.

The purpose of this RFQ is to allow the Department to qualify vendors to assist in either full-scope, interim work, or limited-scope financial examinations of Pennsylvania’s domestic insurance companies. These financial examinations must be completed in accordance with Pennsylvania laws and regulations, the National Association of Insurance Commissioners (“NAIC”) Financial Condition Examiners Handbook, the NAIC Accounting Practices & Procedures Manual, and, where applicable, in compliance with the NAIC Financial Regulation Standards and Accreditation Program. This qualification process contains no guarantee of engagement to perform work for the Department.

Please submit all questions by 3:00 PM EST by May 15, 2025.

The Department anticipates qualifying vendors by August 30, 2025, for services to be provided on an “as needed” basis, for engagements effective September 1, 2025 through August 31, 2028.

Department Information

Department/Agency:
Insurance Department
Delivery Location:

Via Email

County:

Statewide
Duration:

August 31, 2028

Contact Information

First Name:
Mark
Last Name:
Lapkowicz

Phone Number:

(XXX-XXX-XXXX)
717-783-4316
Email:
RA-IN-Exam-Billing@pa.gov

Solicitation Information

Bids must be received by the purchasing agency on the Solicitation Due Date no later than the Solicitation Due Time as set forth in the solicitation. Any conflict between the dates and/or times contained in the solicitation itself or its attachments and this advertisement shall be resolved in favor of the solicitation.


Solicitation Start Date:

05/02/25

Solicitation Due Date:

06/13/25
Solicitation Due Time:

3:00 PM

Solicitation Opening Date:

06/13/25
Solicitation Opening Time:

3:00 PM

Opening Location:

Pennsylvania Insurance Department

No. of Addendums:

0

Amended Date:
05/28/25
Related Solicitation Files

Original Files
Financial Examination RFQ 6100063521.docx
Financial Examination RFQ 6100063521 - Attach A Questionnaire.docx
Financial Examination RFQ 6100063521 - Attach B Fee Schedule.docx
Financial Examination RFQ 6100063521 - Attach C Engagement Letter Cerification.docx
Financial Examination RFQ 6100063521 - Attach D NonCollusion Affidavit.pdf
Financial Examination RFQ 6100063521- Attach E Domestic Workforce Utilization Form.docx
Addendum 1 - Understand Co Identify Inherent Risk 2025 Ph1-2 v.2025.docx
Addendum 2 - Identify Evaluate Risk Mitigation Determine Residual Risk Ph3-4 v.2025.docx
Addendum 3 - Establish Conduct Exam Procedures Ph 5 v.2025.docx
Addendum 4 - Develop Prioritization Supervisory Plan Ph 6-7 v.2025.docx
Addendum 5 - Actuarial Services v.2025.doc
Addendum 6 - IT and Cybersecurity Services v.2025.doc
Holdback Release - v.2025.docx
Initial Eng Letter for Financial Exam Support Services v.2025.docx
Supplemental Eng Letter Financial Exam Support Services v.2025.docx


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