PROFESSIONAL SERVICE AWARD ANALYSIS
SERVICE: General Liability Third Party Administrator
SERVICE DESCRIPTION: Provide General Liability Claims Administration VENDOR: CARL WARREN & COMPANY
OVERALL RANKING: 1
SUBJECT MATTER EXPERTS/RATERS:
City of H.B. Risk Manager, 2). City of Oxnard H.R./Risk Manager, 3). City of Manhattan Beach Risk Manager 4). City of Tustin, Sr. Analyst/Risk Management, 5). City of H.B. Principal Finance Analyst.
MINIMUM QUALIFICATIONS REVIEW
Written Proposal Score: 1315
CARL WARREN – Minimum Qualifications Review
Criteria
Total Weighted Score
Maximum Score
Compliance with RFP
50 75
Firm Qualifications
375
375
Experience & License Requirements
375
375
Understanding of Project
280
300
Cost/Price
105
225
References
130
150
Total
1315
1500
DUE DILIGENCE REVIEW
Interview Ranking: 1
CARL WARREN – Summary of Review
Highest score overall (Proposal//Interviews combined)
Excellent longstanding claims handling team
Outstanding expertise in subrogation/property recovery services 70% of business currently with public entities and over 30 years with the City of HB Excellent reference checks
CARL WARREN – Pricing
Most competitive pricing for claims handling with further opportunity to reduce some of the City’s pending inventory/claim liabilities. 2