Provide Third-Party Claims Admin Services for Laibility, Worker's Comp

SOQ No. 26-018
Provide Third-Party Claims Administration Services for Liability,
Worker's Compensation, SELA/Property, and Other Assigned Claims
for the Jefferson Parish, Jefferson Parish Hospital Service District 1
and Jefferson Parish Hospital Service District 2 (Parishwide)
Submission Deadline: July 13, 2026 at 3:30 PM
ATTENTION VENDORS!!!
Please review all pages and respond accordingly, complying with all provisions
in the public notice and Jefferson Parish Code of Ordinances Section 2-926 et
seq. All submissions must be received on the Purchasing Department's
e-Procurement site, www.jeffparishbids.net, by the SOQ submission deadline
date and time. Late submissions will not be accepted.
Jefferson Parish Purchasing Department
General Government Building
200 Derbigny Street, Suite 4400
Gretna, LA 70053
Purchasing Specialist II: Stacey Champagne
Purchasing Specialist II: stacey.champagne@jeffparish.gov
Purchasing Specialist II: (504)-364-2688

PUBLIC NOTICE
SOQ 26-018
Provide Third-Party Claims Administration Services for Liability, Worker's Compensation,
SELA/Property, and Other Assigned Claims for Jefferson Parish, Jefferson Parish Hospital Service
District 1 and Jefferson Parish Hospital Service District 2 (Parishwide)
The Parish of Jefferson, authorized by Resolution No. 148618 is hereby soliciting a Statements of
Qualifications (Jefferson Parish General Professional Services Questionnaire) from qualified firms
desiring to provide Third-Party Claims Administration Services for Liability, Worker's Compensation,
SELA/Property, and Other Assigned Claims for Jefferson Parish, Jefferson Parish Hospital Service District
1 and Jefferson Parish Hospital Service District 2. (Parishwide)
Deadline for Submissions: 3:30 p.m., July 13, 2026
General
The Parish of Jefferson ("Parish") operates a self-funded program for the investigation, negotiation, and
payment of claims, including but not limited to General Liability, Professional Liability, Public Officials and
Employees Liability, Automobile Liability, Employment Practices Liability, Workers' Compensation, and
other claims asserted against the Parish.
The Parish is soliciting Statements of Qualifications from qualified firms to provide Third-Party Claims
Administration services on an annual flat-fee basis. Services shall include administration of the Parish's
claims program, including management of run-off claims for Jefferson Parish Hospital Service District No.
1 and Jefferson Parish Hospital Service District No. 2.
The successful Respondent shall perform these services as an independent contractor and shall be
responsible solely for third-party claims administration functions. The scope of this contract is limited to
claims administration. Services such as, but not limited to, preferred provider (PPO) networks, medical
case management, vocational rehabilitation, medical bill re-pricing, life care planning, private investigative
services, and litigation management are expressly excluded from the scope of this contract. Additionally,
the Parish will designate and retain legal counsel for all legal matters related to claims.
Minimum Requirements for Selection
A. Respondent firm shall have a minimum of ten (10) years' Experience in the field of adjusting and
handling General Liability, Professional Liability, Employment Practices Liability, Public Officials and
Employee's Liability, Automobile Liability, Workers' Compensation, and other claims.
B. Respondent Firm shall utilize & provide Jefferson Parish access to a comprehensive claims
Management system with the ability to run customizable, scheduled and live reporting.
C. Respondent Firm shall staff and maintain an office within the Parish of Jefferson's Department of Risk
Management offices in order to service its claims. Adjusters shall be dedicated to the Jefferson Parish
account.
D. Respondent Firm shall include within their SQQ submission a description of their firm's qualifications
including the current territory(ies) that it services, coverage lines handled, a listing of memberships in
local and national professional organizations, and a list of specific personnel who will be responsible
for ensuring the efficiency and quality of service to the Parish of Jefferson and its employees.
Resumes are required on each of the key personnel, such as office manager, supervisors and
adjusters. These resumes should include any professional designations held by the individuals as
well as listing of memberships in professional organizations. Direct experience of adjusting staff will
be a determining factor in the Parish of Jefferson's selection process. Respondents must include a
job description for each Classification of the service team. Because of the pivotal positions of the
team, the Parish of Jefferson shall retain the right to meet, review and approve of any potential assignee
to the team at the inception of the service and throughout the term of the contract, which
results from the SOQ.
E. Respondent Firm shall supply a list describing similar previous work done, arranged by subject area,
stating client's name (governmental agency or private business) and the names of contact persons
for each client listed.
F. Respondent Firm shall supply financial statements for the past three (3) years or other representation
of financial solvency.
Scope of Services
The following items should be addressed in each SOQ, in the order they appear below, for the purpose
of guiding the Parish of Jefferson in its evaluation process. A Respondent's failure to do so will result
in the lowering of its rating.
A. Claims Administration
1. Experience and Professional Qualifications:
a. A general statement about the company, stating the length of time it has been in
business as a Claims Administrator and has been adjusting General Liability,
Professional Liability, Employment Practices Liability, Public Officials and

Employee's Liability. Automobile Liability, Workers' Compensation,
SELA/Property, and other claims. Please include the location of the company's principal
office.
b. Experience including any professional designations, membership, in local and national
professional organizations held by the individuals, and the number of staff members. The
identity of the person assigned as the account executive for the administration of the Parish
of Jefferson's claims, including a complete resume for this individual. The identities of
supervisors and adjusters to provide claims administration, a complete resume for each,
the resume should include the number of years of experience in each assigned area, and
a description of whatever training is provided. NOTE: The Parish of Jefferson reserves
the right to accept/reject key personnel.
c. Indicate the location from which the account will be served, including answers to the
following: NOTE: The Parish of Jefferson will require the service company to staff and
maintain an office within the Parish of Jefferson's Department of Risk Management
offices in order to service its claims.
i. Is the Respondent, therefore, willing to set up a fully staffed, office within
the Parish's building?
ii. What is the Respondent's maximum capacity for its present operations and
what modifications in equipment and staffing would be necessary if
awarded this contract?
iii. Please provide information concerning backup personnel in the absence of
the key personnel.
2. Your administrative philosophy as it relates to:
a. Payment or nonpayment of claims;
b. Method of managing the reporting of claims;
c. Injured employee's work status;
d. Workers' Compensation Appeals Bond and Rehabilitation Unit appearances;
e. Fraud referrals;
f. Notification of payment or nonpayment decisions to claimant and Parish of
Jefferson;
g. Providing loss information;
h. Approach to subrogation;
i. Settlements;
j. Reserving;
k. Late payment policy;
I. Assignment, utilization and monitoring of vendors, e.g. surveillance,
rehabilitation counselors, case management etc.
3. Your claims administrative system procedures:
a. Promptness of accident investigation including: procedures utilized by your firm to
complete accident investigations and turnaround time from receipt of claim to
investigation. Is the claimant contacted within twenty-four (24) hours?
b. File review/diary calendar, frequency of the file review; as a general rule, the Parish of
Jefferson requires all cases be reviewed at least every thirty (30) days. Can your firm
provide this service? What is the frequency and criteria for supervisory or managerial diary
review?
c. It is the expectation of the Parish of Jefferson that the selected TPA make an aggressive
effort to comply with the needs of the Parish. Such needs may require the TPA to provide
various reports. The development and preparation of these reports should be included in
the final cost of service. The Parish of Jefferson will not be responsible for any costs
incurred by the selected TPA to have these reports prepared by subcontractor
or outside service, including. The Parish of Jefferson will not be responsible for paying any
costs or fees associated with any Parish of Jefferson/TPA meetings or mediations during
the term of this contract.
d. Procedures and guidelines for handling claims (standard service).
e. Record keeping, correspondence.
f. The period of retention of a file that is closed or resolved; identify what constitutes a closed
file.
g. Number of employees to be assigned to the administration of the claims, including the
maximum number of claims assigned to each adjuster. The Parish of Jefferson shall allow
each General Liability, Automobile Liability and other claims adjuster to handle not more
than 125 claims at any given time. A minimum of two (2) dedicated casualty claim adjusters
will be required. These Adjusters will be housed on-site at The Parish's Department of
Risk Management. The Parish of Jefferson shall require one (1) dedicated Workers*
Compensation claim adjuster and one (1) person for Medical only and payment processing.
h. Type of disaster recovery system or plan in case of catastrophe or other
disaster.
i. Subrogation and Second Injury Fund procedures; your firm's experience based upon
percentage recovery and dollar amount over the past three (3) years.
j. Services provided to walk-in claimants.
k. Any claims adjustment standards that your firm believes are pertinent.
I. Jefferson Parish requires daily balance access to the Trust Funds and General Ledger. The

Trust Fund accounts will be established by the Parish of Jefferson at its designated banking
institution. The TPA will be responsible for the accuracy and information contained in this
system. Jefferson Parish will require internet read only access as it relates to the Trust
Fund and General Ledger.
m. The TPA will be responsible for the verification of the legitimacy of payments made to
service providers and for the disbursal of the benefits through Jefferson Parish's check
issuance process. Jefferson Parish therefore reserves the right for staff of its office or its
designee to conduct audits of financial accountability procedures.
n. The TPA will be responsible for any and all NSF charges incurred for any reason.
o. The TPA will be responsible for producing and mailing 1099s, in accordance with Internal
Revenue Service regulations, for all claims payments made.
p. The TPA will be responsible for producing any reports required by regulatory bodies,
including but not limited to the LDOL 1000, Annual Report of Workers Compensation Costs
and the Second Injury Fund Future Liability Worksheets.
q. Provide a description of your internal quality control program and the procedures
utilized by management personnel to ensure the quality of services to be provided to the
Parish of Jefferson.
r. Claims management system (Risk Management Information System); Describe your firm's
claims management system.
B. Financial Statement
The Claims Administrator shall furnish, a copy of the 3 most recent financial reports, if
available, including all statement and footnote disclosures as required by generally accepted
accounting principles. The audit report shall contain an unqualified opinion from a Certified
Public Accounting firm, which is acceptable to the Parish of Jefferson. If the claims
administrator does not have audited financial reports, the claims administrator shall provide a
copy of the most recent internal financial report available.
C. References
1. For which major clients (3,000 or more employees) does your firm presently administer
claims? Please provide names and telephone numbers of individuals who may be called
as references. Please also indicate the types of claims administered.
2. Have any clients terminated your firm's services as a Claims Administrator within the past
three (3) years? If so, please identify the client, a contact person and provide a brief
description of any reason or background for the termination.
D. General
1. In a brief statement, please describe the principal reason or reasons your organization
should be selected as the Claims Administrator for the Parish of Jefferson.
2. Will your representatives attend meetings concerning claims administration whenever
requested to do so by the Parish of Jefferson?
3. Does your firm agree that all books, claims, files, records, including all electronic data, lists
of names, journals and ledgers, tapes, cards and drawings always remain the property of
the Parish of Jefferson and your firm uses such exclusively for the Parish of Jefferson, and
at the direction of the Parish of Jefferson?
4. Does your firm agree to cooperate fully with an outside audit of its claims administration
processes and procedures?
5. Does your firm agree to adhere to generally accepted Workers' Compensation, Automobile
and Liability claims administration processes and industry standard practices?
6. Does your firm agree to provide security and safe keeping of the Parish of Jefferson's
records and to return such records to the Parish of Jefferson if a new administrator is hired
in the event your firm's contract is terminated?
Evaluation Criteria
The following criteria shall be used to evaluate each firm submitting a Statement of Qualifications:
(1) Scope of services- Methodology and resources applied to fulfill the scope of services, staffing
and organization, including experience and professional qualifications of key management
and claims adjusting personnel who are assigned to the project - (Maximum points shall be
30).
(2) Specific experience- similar or larger scope of services currently being provided
(Maximum points awarded shall be 25).
(3) Personnel- Size of firm considering the number of professional and support personnel,
experience of management staff, experience in similar projects, etc. (Maximum points shall be
20).
(4) Location of the principal office where work will be performed. Preference shall be given to persons
or firms with a principal business office at which the work will be performed as follows: (1)
Jefferson Parish, including municipalities located within Jefferson Parish (15 points); (2)
Neighboring Parishes of the Greater New Orleans Metropolitan Region, which includes Orleans,
Plaquemines, St. Bernard, St. Charles, St. Tammany (12 Points); (3) Parishes other than the
foregoing (10 Points); (4) Outside the State of Louisiana (6 Points) (Maximum points awarded
shall be 15).

(5) Adversarial legal proceedings between the Parish and the person or firm performing professional
services, in which the Parish prevailed or any ongoing adversarial legal proceedings between the
Parish and the person of firm performing professional services, excluding those instances or
cases where the person or firm was added as an indispensable party, or where the person or
firm participated in or assisted the public entity in prosecution of its claim. In the event that the
person or firm fails to provide accurate and detailed information regarding legal proceedings with
the Parish, including the absence of legal proceedings, the person or firm shall be deemed
unresponsive with regard to this category, and zero (0) points shall be awarded (Maximum points
awarded shall be 10 for the lack of any such adversarial proceedings as defined).
All persons or firms (including subcontractors) must submit a Statement of Qualifications (Jefferson Parish
General Professional Services Questionnaire) by the deadline. The latest professional services
questionnaire may be obtained by contacting the Purchasing Department at (504) 364-2678 or via the
Jefferson Parish website at https://www.jeffparish.gov/468/Statement-of-Qualifications-SOQ.
Submissions will only be accepted electronically via Jefferson Parish's e-Procurement site, Central Bidding
at www.centralauctionhouse.com or www.jeffparishbids.net. Registration is required and free for Jefferson
Parish vendors by accessing the following link: www.centralauctionhouse.com/registration.php.
No submittals will be accepted after the deadline.
Affidavits and Insurance are not required to be submitted with the Statement of Qualifications, but shall be
submitted prior to contract approval.
Disputes/protests relating to the decisions by the evaluation committee or by the Jefferson Parish Council
shall be brought before the 24th Judicial District Court.
ADV: The New Orleans Advocate: July 1, 2026 & July 8, 2026

Statement of Qualifications
Affidavit Instructions
This affidavit is supplied as a courtesy to Affiant. It is the responsibility of the affiant to
insure the affidavit submitted to Jefferson Parish complies, in both form and content, with federal,
state and parish laws. It is the responsibility of the Affiant to submit a new affidavit if any
additional campaign contributions are made after the affidavit is executed but prior to the time the
council acts on the matter.
The Affidavit MUST comply with the following requirements to be accepted.
*
Must be signed by an authorized representative of the entity.
*
Must be notarized by a notary with proper jurisdiction who must sign and print
name, and include bar/notary number.
*
Location where the notarization is taking place should be filled in at the top of
the affidavit - not the location of the contract services.
*
MUST select either Choice A or B when required.
*
If choice A is selected, it must include an attachment.
Affidavits with the following WILL NOT be accepted.
*
If both choice A and B are selected, the affidavit will not be accepted.
*
An affidavit marked N/A will not be accepted.
*
An affidavit missing attachment(s) when required will not be accepted.
*
An affidavit that is notarized by a notary who does not have jurisdiction in the place
where notarized or is not active will not be accepted.
*
Affidavits that are older than six (6) months will not be accepted.
Instruction sheet may be omitted when submitting the affidavit.

Statement of Qualifications
AFFIDAVIT
STATE OF
PARISH/COUNTY OF
BEFORE ME, the undersigned authority, personally came and appeared:
, (Affiant) who after being duly sworn by me, deposed and said that
he/she is the fully authorized of (Entity),
who submitted a Statement of Qualifications (SOQ) to the Parish of Jefferson to
(Briefly describe the services.).
Affiant further said:
Campaign Contribution Disclosures
(Choose A or B, if option A is indicated please include the required attachment):
Choice A Attached hereto is a list of all campaign contributions, including
the date and amount of each contribution, made to current or
former elected officials of the Parish of Jefferson by Entity,
Affiant, and/or officers, directors and owners, including
employees, owning 25% or more of the Entity during the two-year
period immediately preceding the date of this affidavit. Further,
Entity, Affiant, and/or Entity Owners have not made any
contributions to or in support of current or former members of the
Jefferson Parish Council or the Jefferson Parish President through
or in the name of another person or legal entity, either directly or
indirectly.
Choice B There are NO campaign contributions made which would require
disclosure under Choice A of this section.
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Affiant further said:
Debt Disclosures
(Choose A or B, if option A is indicated please include the required attachment):
Choice A Attached hereto is a list of all debts owed by the affiant to any
elected or appointed official of the Parish of Jefferson, and any and
all debts owed by any elected or appointed official of the Parish to
the Affiant.
Choice B There are NO debts which would require disclosure under Choice
A of this section.
Affiant further said:
Solicitation of Campaign Contribution Disclosures
(Choose A or B, if option A is indicated please include the required attachment):
Choice A Attached hereto is a list of all elected officials of the Parish of
Jefferson, whether still holding office at the time of the affidavit or
not, where the elected official, individually, either by telephone or
by personal contact, solicited a campaign contribution or other
monetary consideration from the Entity, including the Entity's
officers, directors and owners, and employees owning twenty-five
percent (25%) or more of the Entity, during the two-year period
immediately preceding the date the affidavit is signed. Further, if
known to the Affiant, the date of any such solicitation shall be
included on the attached list.
Choice B There are NO solicitations for campaign contributions which would
require disclosure under Choice A of this section.
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Affiant further said:
Subcontractor Disclosures
(Choose A or B, if option A is indicated please include the required
attachment):
Choice A Affiant further said that attached is a listing of all subcontractors,
excluding full time employees, who may assist in providing
professional services for the aforementioned SOQ.
Choice B There are NO subcontractors which would require disclosure under
Choice A of this section.
Affiant further said:
That Affiant has employed no person, corporation, firm, association, or other organization,
either directly or indirectly, to secure the public contract under which he received payment,
other than persons regularly employed by the Affiant whose services in connection with
the construction, alteration or demolition of the public building or project or in securing
the public contract were in the regular course of their duties for Affiant; and
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That no part of the contract price received by Affiant was paid or will be paid to any
person, corporation, firm, association, or other organization for soliciting the contract,
other than the payment of their normal compensation to persons regularly employed by
the Affiant whose services in connection with the construction, alteration or demolition
of the public building or project were in the regular course of their duties for Affiant.
Signature of Affiant
Printed Name of Affiant
SWORN AND SUBSCRIBED TO BEFORE ME
ON THE DAY OF , 20 .
Notary Public
Printed Name of Notary
Notary/Bar Roll Number
My commission expires .
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