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Notice of Requests for Proposals

Actuarial Services, CPA Services, Insurer Examination Services, and Computer Audit Services

Contact: Reyn Norman, General Counsel



6/16/2006

[Notice revised June 16, 2006]

The Alabama Department of Insurance (DOI) hereby gives notice of the issuance of Requests for Proposals (RFP) for qualified respondents to provide the DOI with the following professional services:

  • Property and Casualty Actuarial Services
  • Life and Disability Actuarial Services
  • Certified Public Accountant Services
  • Insurer Examination Services
  • Computer Audit Services [RFP revised 6/16/2006]

Contracts are contemplated to be awarded for the term October 1, 2006, through September 30, 2007. Responses to the RFP must be received not later than June 30, 2006, at 3:00 PM CDT. Each RFP is made up of four individual documents (three in the case of CPA services), as follows: The RFP, the basic contract contemplated (which is Exhibit “A” to the RFP), the confidentiality agreement for use of TeamMate® software (which is Exhibit “B” to the RFP for all but CPA services), and a Disclosure Statement. All four documents (three in the case of CPA services) must accompany any response.

Additional information is set forth in the attached files, each accessible in either Word or Adobe format, as indicated:

  • RFP for Professional Actuarial Services for Property and Casualty Insurance: Word | Adobe

    Exhibit A, Form Contract for P&C Actuary: Adobe

    Exhibit B, Confidentiality Agreement: Word | Adobe

  • RFP for Professional Actuarial Services for Life and Disability Insurance: Word | Adobe

    Exhibit A, Form Contract for L&D Actuary: Adobe

    Exhibit B, Confidentiality Agreement: Word | Adobe

  • RFP for Professional CPA Services: Word | Adobe

    Exhibit A, Form Contract for CPA Services: Adobe

  • RFP for Professional Insurer Examination Services: Word | Adobe

    Exhibit A, Form Contract for Examiner Services: Adobe

    Exhibit B, Confidentiality Agreement: Word | Adobe

  • RFP for Professional Computer Audit Services [revised 6/16/2006]: Word | Adobe

    Exhibit A, Form Contract for Computer Audit Services: Adobe

    Exhibit B, Confidentiality Agreement: Word | Adobe

The Disclosure Statement can be accessed from the Attorney General’s web site at the following address: http://www.ago.state.al.us/ag_items.cfm?Item=70

For the procedures and forms for foreign corporations to qualify to do business in the State of Alabama, please visit the web page for the Alabama Secretary of State at http://www.sos.state.al.us. The direct link to the page regarding foreign corporations is http://www.sos.state.al.us/business/forqual.htm.

For additional information, please send an E-Mail request to Reyn.Norman@insurance.alabama.gov

REVISIONS TO THIS NEWS RELEASE AND RESPONSES TO QUESTIONS WILL BE POSTED BELOW.

  • All RFPs – Regarding Current Contractors.

    Question: What firms are currently under contract with the DOI to provide the services covered by the RFPs and how long have they provided services to the DOI?

    Answer: The following table provides the requested information:

    ContractorServiceYears
    Actuarial Resources CorporationL&D Actuaryover 5
    Carr Riggs & Ingram, LLCCPAover 5
    Examination Resources LLCExaminer2
    Insurance Logic, Inc. Examinerover 5
    Kerper and Bowron, LLCP&C Actuary3
    Latta, Langston & DyerL&D Actuary5
    Marsh & AssociatesL&D Actuary1
    Merlinos & Associates, Inc. P&C Actuaryover 5
    Preferred Ins. Capital Consultants, LLCP&C Actuary1
    Taylor Chandler LLCCPA3
    Taylor-Walker & Associates, Inc. P&C Actuary
    L&D Actuary
    over 5
    Wilson, Price, Barranco, Blankenship & Billingsley, P.C.CPA5

  • All RFPs – Regarding Scope of Work.

    Question: Has the scope of work changed since the previous RFP was issued?

    Answer: No.


  • All RFPs (except CPA) – Regarding TeamMate® License.

    Question: Must a respondent be a licensed user of TeamMate®? Will the DOI automatically reject a proposal if the respondent is not licensed?

    Answer: All of the RFPs except for CPA services require the respondent to be not only licensed to use TeamMate® but also already familiar with how to use the software. The contractor is expected to purchase the software at its own expense.


  • All RFPs (except CPA) – Regarding TeamMate® License.

    Question: We received a letter stating we purchased TeamMate® from PWC but we have not received an “official” license. Will the letter from PWC be sufficient?

    Answer: Yes.


  • Computer Audit RFP – Regarding Qualifications

    Question: The qualifications of the Computer Audit specialist appears to be the same as those found in the Insurance Examiner RFP. For instance, are you only accepting proposals from Computer Audit firms with a CFE on staff?

    Answer: No. Thank you for pointing out our mistake. This is the first year we have included Computer Audit Services as a separate RFP. We have revised the RFP for Computer Audit Services to remove the requirement of having the CFE designation.