THE NORTH CAROLINA COMMISSIONER OF
INSURANCE IN HIS CAPACITY AS RECEIVER
Request for Proposal #: 12-001290
ADMINISTRATION SERVICES
Date of Issue: March 30, 2026
Proposal Opening Date: May 18, 2026
2:00PM ET
Direct all inquiries concerning this RFP to:
Marwan Zabaneh
Financial Research Manager
Email: Marwan.Zabaneh@ncdoi.gov
Phone: 919-807-6143
Ver: 11/2023
THE NORTH CAROLINA COMMISSIONER OF
INSURANCE IN HIS CAPACITY AS RECEIVER
Request for Proposal #
12-001290
For Receiver processing, including tabulation of proposals, provide your company’s eVP (Electronic
Vendor Portal) Number. Pursuant to G.S. 132-1.10(b) this identification number shall not be released to the
public. This page will be removed and shredded, or otherwise kept confidential, before the
procurement file is made available for public inspection.
This page is to be filled out and returned with your proposal.
Failure to do so may subject your proposal to rejection.
Vendor Name
Vendor eVP#
Note: For your proposal to be considered, your company (you) must be a North Carolina
registered vendor in good standing. You must enter the vendor number assigned through eVP
(Electronic Vendor Portal). If you do not have a vendor number, register at
https://vendor.ncgov.com/vendor/login
THE NORTH CAROLINA COMMISSIONER OF INSURANCE
IN HIS CAPACITY AS RECEIVER
Refer ALL Inquiries regarding this RFP to:
Marwan Zabaneh
Financial Research Manager
(919) 807-6143
Marwan.Zabaneh@ncdoi.gov
Using Agency: The North Carolina
Commissioner of Insurance in His Capacity as
Receiver
Request for Proposal #: 12-001290
Proposals will be opened:
May 18, 2026 at 2:00 PM ET
Commodity No. and Description:
941016 Professional Associations
EXECUTION
In compliance with this Request for Proposals (RFP), and subject to all the conditions herein, the undersigned Vendor offers and
agrees to furnish and deliver any or all items upon which prices are bid, at the prices set opposite each item within the time
specified herein.
By executing this proposal, the undersigned Vendor understands that false certification is a Class I felony and certifies that:
this proposal is submitted competitively and without collusion (G.S. 143-54),
none of its officers, directors, or owners of an unincorporated business entity has been convicted of any violations of
Chapter 78A of the General Statutes, the Securities Act of 1933, or the Securities Exchange Act of 1934 (G.S. 143- 59.2),
and
it is not an ineligible Vendor as set forth in G.S. 143-59.1.
Furthermore, by executing this proposal, the undersigned certifies to the best of Vendor’s knowledge and belief, that:
it and its principals are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily
excluded from covered transactions by any Federal or State department or agency.
Laws affecting the Receiver and policies of the Receiver prohibit the offer to, or acceptance by, an employee of the Receiver of
any gift from anyone with a Contract with the Receiver, or from any person seeking to do business with the Receiver. By execution
of this response to the RFP, the undersigned certifies, for Vendor’s entire organization and its employees or agents, that Vendor
is not aware that any such gift has been offered, accepted, or promised by any employees of your organization.
By executing this bid, Vendor certifies that it has read and agreed to the ATTACHMENT B: INSTRUCTION TO VENDORS and
the ATTACHMENT C: GENERAL CONTRACT TERMS AND CONDITIONS.
Failure to execute/sign proposal prior to submittal may render proposal invalid and it MAY BE REJECTED.
Late proposals cannot be accepted.
COMPLETE/FORMAL NAME OF VENDOR:
STREET ADDRESS:
P.O. BOX:
ZIP:
CITY & STATE & ZIP:
TELEPHONE NUMBER: TOLL FREE TEL. NO:
PRINCIPAL PLACE OF BUSINESS ADDRESS IF DIFFERENT FROM ABOVE:
PRINT NAME & TITLE OF PERSON SIGNING ON BEHALF OF VENDOR:
FAX NUMBER:
VENDOR’S AUTHORIZED SIGNATURE*:
DATE:
EMAIL:
VALIDITY PERIOD
Offer shall be valid for at least ninety (90) days from date of bid opening, unless otherwise stated here: __ days. After this date,
any withdrawal of offer shall be made in writing, effective upon receipt by the Receiver issuing this RFP.
Ver: 11/2023
Page 1 of 38
ACCEPTANCE OF PROPOSAL
If your proposal is accepted, all provisions of this RFP shall be incorporated by reference into the written Services Agreement
between the parties (“Contract”) along with a statement of work including scope of services and compensation for each project arising
during the term of this RFP. Dependent upon the product or service being offered, other terms and conditions may apply.
FOR RECEIVER USE ONLY: Offer accepted and Contract awarded this
day of
, 20 , as indicated
on the attached certification, by
.
(Authorized Representative of The North Carolina Commissioner of Insurance in His
Capacity as Receiver)
Ver: 11/2023
Page 2 of 38
Proposal Number: 12-001290
Vendor:
Contents
1.0 PURPOSE AND BACKGROUND ............................................................................................... 5
1.1 CONTRACT TERM .................................................................................................................... 6
2.0 GENERAL INFORMATION......................................................................................................... 6
2.1 REQUEST FOR PROPOSAL DOCUMENT............................................................................... 6
2.2 E-PROCUREMENT SOLICITATION ......................................................................................... 6
2.3 NOTICE TO VENDORS REGARDING RFP TERMS AND CONDITIONS ................................ 6
2.4 RFP SCHEDULE ....................................................................................................................... 7
2.5 PROPOSAL QUESTIONS ......................................................................................................... 7
2.6 PROPOSAL SUBMITTAL ......................................................................................................... 7
2.7 PROPOSAL CONTENTS .......................................................................................................... 8
2.8 ALTERNATE PROPOSALS ...................................................................................................... 9
3.0 METHOD OF AWARD AND PROPOSAL EVALUATION PROCESS ........................................ 9
3.1 METHOD OF AWARD ............................................................................................................... 9
3.2 CONFIDENTIALITY AND PROHIBITED COMMUNICATIONS DURING EVALUATION........ 10
3.3 PROPOSAL EVALUATION PROCESS .................................................................................. 10
3.4 EVALUATION CRITERIA ........................................................................................................ 11
3.5 PERFORMANCE OUTSIDE THE UNITED STATES............................................................... 11
3.6 INTERPRETATION OF TERMS AND PHRASES ................................................................... 12
4.0 REQUIREMENTS...................................................................................................................... 12
4.1 PRICING .................................................................................................................................. 12
4.2 INVOICES ................................................................................................................................ 12
4.3 FINANCIAL STABILITY .......................................................................................................... 12
4.4 VENDOR EXPERIENCE.......................................................................................................... 12
4.5 REFERENCES......................................................................................................................... 13
4.6 PERSONNEL........................................................................................................................... 13
4.7 VENDOR’S REPRESENTATIONS..................................................................................................... 13
4.8 PROFESSIONAL WORK PAPERS......................................................................................... 13
5.0 SCOPE OF WORK.................................................................................................................... 14
5.1
5.2
5.2.1
CLASSES OF SERVICES ....................................................................................................... 14
OBJECTIVES AND TASKS..................................................................................................... 14
RECEIVERSHIP ADMINISTRATION SERVICES ................................................................... 14
Ver:2/1/2021
Page 3 of 38
This page summarizes the opportunity, including an overview and a preview of the attached documents.