Provide Insurance Broker/Agent/Consulting Services for

Provide Insurance Broker/Agent/Consulting Services for

Property and Casualty Program Exhibits

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Exhibit No. 1: Scope of Work

The AGENCY shall be state licensed, experienced, capable, and associated with a customer service

focused firm. The AGENCYshall assist with the procurement and other administrative aspects of

the property and casualty program. AGENCY’S proposal shall remain in effect for 60 days or until

policies are bound, if shorter. Proposal may not be withdrawn or cancelled except at the request or

consent of the OWNER.

The OWNER currently has the following property and casualty lines of coverage:

Property 04/01/17 – 04/01/18

General Liability 04/01/17 – 04/01/18

Excess Liability (Layers 1-3) 04/01/17 – 04/01/18

Auto, Physical Damage and Garage Keepers Legal Liability 04/01/17 – 04/01/18

Liquor Liability 04/01/17 – 04/01/18

Terrorism 04/01/17 – 04/01/18

Disaster Management 04/01/17 – 04/01/18

Flood 12/11/17 – 12/11/18*

Worker’s Compensation 01/09/18 – 01/09/19*

Business Owners – The UPS Store 02/04/17 – 02/04/18**

Business Travel Accident 04/01/16 – 04/01/19*

Pollution Legal Liability 07/30/16 – 07/30/19*

Designated Benefit Plan Fiduciary 01/01/18 – 01/01/21*

*Renewed at December 6, 2017 Board Meeting

**Awaiting final policy renewal date

A basic insurance schedule and a 10 year loss run report are included in Exhibit No. 5. The loss

run report only includes carrier losses.

At a minimum the selected AGENCY will provide the following services:

Be knowledgeable of all State and Federal laws regarding property and casualty

insurance.

Inform OWNER of legislation and legal decisions, market conditions, insurer solvency,

insurance costs and trends affecting property and casualty program. Advise on and

discuss methods to comply with these changes.

Be fully and intimately knowledgeable with and able to interpret the OWNER'S

various property and casualty policies.

Review all policies for correctness and compliance with State and Federal regulations.



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Provide strategic consulting to OWNER regarding best practices for the property and

casualty program, including evaluation of new and nontraditional options as well as risk

retention and transfer.

Work with company representatives to evaluate and analyze risk financing and risk

control techniques that may lead to cost reduction strategies.

Assist with budget forecasting.

Verify the accuracy of invoices, audits and other premium adjustments.

Assist in the resolution of any insurance claims including FEMA (if applicable).

Assist and advise OWNER with vendor and event client certificate of insurance inquiries,

documentation and obtaining correct and timely forms.

Assist and advise OWNER in the review and content of contract documents as it relates to

insurance and relevant programming.

Survey and provide feedback from comparable organizations as to coverage,

benchmarks and other measurable plan offerings.

Provide monthly reports summarizing work performed and hours per activity.

Provide a quarterly recap of program’s performance which includes a detailed analysis,

review, and evaluation of costs, claims, and trends.

Prepare an Annual Stewardship Report, including complete accounting of fees

and/or commissions earned on the account, observations on relevant changes in the

insurance market, view on loss exposures, loss control activities and insurance

policy summaries.

Attend meetings as required that are related to insurance coverage matters.

Be available during regular business hours to respond to inquiries and provide contact

information for calls/emails that are required outside of the regular business hours.

Assist the OWNER in: (1) gathering underwrit ing and loss data, (2) negotiating

new policies, renewals of existing policies and program changes by marketing the

OWNER'S program to qualified providers and competitively procuring quotes. Process

shall begin no later than 130 days prior to renewal and recommendations to OWNER

shall be submitted no later than 60 days prior to renewal date. Committee and board

approval occurs no later than 45 days prior to renewal date.

Maintain complete records of the solicitation process and provide copies to OWNER’s if

requested.

Place insurance with appropriate carriers and when necessary intervene on behalf of

OWNER.

Deliver policies in electronic format within 120 days of effective date or within 30



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days of receipt of policies whichever is earlier.

Bind coverage and provide binders of insurance within 24 hours of award. Ensure there is

no lapse or duplication in coverage.

Perform related tasks as assigned and negotiated by the OWNER.



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Exhibit No. 2: Qualifications, Content and Submission of Responses

Markets and Assignments:

1. AGENCY shall provide to OWNER the top three preferred markets in order of priority

for each line of coverage (see Exhibit 1) that AGENCY would like to obtain quotes. See

Attachment A for form to submit.

2. Market request shall demonstrate the AGENCYS relationship with the insurer; therefore,

for each market requested include premium volume with insurer, AM Best Rating,

Admitted/Non Admitted Status and any other information relevant for consideration. If

the carrier belongs to a group, indicate which group. If a wholesaler will be used to assess

the market, include name of wholesaler. OWNER will review and assign specific

markets to AGENCY.

3. AGENCY agrees to adhere to list of assigned markets and approach only the markets

assigned. In the event another market becomes available, it is necessary that AGENCY

seek written permission from NOEHA before approaching such market.

Proposal Responses shall include:

1. Letter of Transmittal. Include a cover letter signed by a duly authorized representative

of respondent. The cover letter must include the name, address, telephone number and e-

mail address of the respondent submitting the RFP.

2. Table of Contents. Include a clear identification of the submitted material by section

and by page number.

3. Executive Summary. Introduce the response and summarize the key provisions of the

response. Provide a statement describing why respondent is qualified to perform this

work and the name of the individuals that will be assigned to the OWNER’S

account including resumes and licenses of key individuals.

4. Statement of Understanding. Include a detailed statement of understanding of the

Insurance Broker/Agent/ Consultant Services Requested in Exhibit No. 1 Scope of Work

that affirms the company can provide such services. If there are services listed in this

RFP that the respondent will not be able to provide, please identify and explain. Also

include in your statement of understanding that you have reviewed all attachments and

submitted information provided to carriers.

5. Company Information: Provide the following (1) for the entire company and (2) for the

office servicing the OWNER’S account: (a) number of years in business, (b) total number

of employees, (c) number of locations, (d) areas or lines of expertise and specialization,

(e) total annual premium volume, (f) total public entity annual premium volume, and (g)

total property premium volume.

6. Small and Emerging Businesses. It is the OWNER’S intent to support Small and

Emerging Businesses (SEBs). The OWNER’s SEB program information is located at



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www.exhallnola.com.

For SEBs proposing, include the company name, address, contact name, Hudson

certification and other pertinent information.

7. Schedule of Coverages Quoted and Premiums Charged. Include by each line: (a)

Carrier name, address and contact party as well as AM Best Rating, financial size

category and admitted or non-admitted status, (b) Details of pricing including premiums,

fees, taxes and any commissions (consultant, broker and wholesaler) included in pricing,

(c) Details of coverage limits, terms, deductibles and relevant policy information, (d)

Claims handling operations, office location and contact information, ( e) AGENCY name

servicing the product if more than one party is part of the RFP, (f) For layered property

programs, OWNER desires one point of contact for claims handling and all layers must

follow form. If quote includes a layered program, include plan to accomplish OWNER’S

request. See Attachment B for form to submit.

8. Marketing Strategy: Briefly describe organization’s marketing strategy to ensure the

OWNER is competitively placed in the market. Provide details to the OWNER’s

involvement in the process.

9. Insurance Carriers: List of carriers with whom you have or have had a relationship and

the duration of each.

10. Resources available to OWNER: Briefly describe resources AGENCY offers that

OWNER may use. Ex. training, loss control, risk assessments.

11. Comparable Clients: List current clients who have programs similar to OWNER. List

shall include client (company) name, address and contact name along with lines of

coverage offered and length of time serviced. See Attachment B for form to submit

12. References: List three references (not included in #11 above) and include name, contact

address, and phone number. See Attachment B for form to submit

13. Other: If you would like, provide work samples that demonstrate your ability to meet and

exceed expectations as outlined in Exhibit No. 1 Scope of Work and any other items your

company wishes the OWNER to consider in evaluating the firms qualifications

http://www.exhallnola.com/



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Exhibit No. 3: Insurance Requirements

Note: Evidence in the form of a Certificate of Insurance is due 5 days after the Notice of

Award is issued.

A. Comprehensive general liability or commercial general liability insurance with limits of

at least 1,000,000 each occurrence/$2,000,000 aggregate with broad form

comprehensive general liability endorsement including coverage for premises and

operations, independent agencies, products/completed operations, personal injury (with

employee and contractual exclusion deleted), broad form contractual coverage, and

broad form property damage.

B. Workers’ Compensation which shall cover AGENCY and its employees for injuries

and/or diseased arising under all applicable Workers’ Compensation laws, including

statutory limits in accordance with the Louisiana Workers’ Compensation Act and shall

include Employers Liability limits in the amount of $1,000,000.

C. Professional Liability in the amount of $5,000,000. Such coverage shall remain

effective for the contract term’s entire prescriptive period.

The AGENCY shall furnish and maintain such insurance, as will protect AGENCY, NOPFMI, the

AUTHORITY and the City of New Orleans from any claims, suits, demands, or actions in which

in any way relate to the AGENCY’S performance of the services described in this agreement. All

insurance policies shall be provided by carriers (1) authorized to issue policies in Louisiana and

(2) rated A-VII or higher by A.M. Best. Each insurance carrier for each coverage required by this

Agreement shall waive its rights of subrogation against NOPFMI, the AUTHORITY, and the City

of New Orleans. All coverage other than Worker’s Compensation shall include NOPFMI, the

AUTHORITY and the City of New Orleans as additional insured for both on-going and completed

operations on each line of coverage. If the request for evidence of additional insured status for both

on-going and completed operations coverage requires two separate additional insured status for

both then both endorsements shall be confirmed on the evidence of insurance. Notice of

cancellations shall be provided to the OWNER in accordance with the policy language. AGENCY

shall furnish the OWNER with certificate(s) of insurance that provide evidence of coverage with

the minimum limits or greater as indicated in Sample COI below and are maintained by the

AGENCY during the term of this Agreement. Failure to maintain coverage as requested could

result in termination of the contract.

Sample Certificate of Insurance



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Exhibit No. 4: Contract Cost

The OWNER requires a fixed rate (flat fee) contract for the property and casualty program. No

commissions or fees shall be built into the premium or rate.

Response shall include the annual contract amount proposed as well as details of the fee structure:

(a) invoicing cycle (monthly, quarterly, etc.) and amount, (b) portion paid to each AGENCY (if

more than one party participating in RFP response).

The OWNER requires AGENCY to report commission rates and revenue for programs quoted

as noted in Exhibit No. 2.

At coverage binding, AGENCY shall provide OWNER with commission rate and commissions

earned by each carrier.



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Exhibit No. 5: Insurance Schedule and Loss Run Reports

Ernest N. Morial New Orleans Exhibition Hall Authority

Schedule of Insurance Coverages

Prepared 12/31/2017

Name Insured

Ernest N. Morial New Orleans Exhibition Hall Authority

New Orleans Public Facility Management Inc

Ernest N. Morial Convention Center- New Orleans

Address/Location

900 Convention Center Boulevard, New Orleans, LA 70130

Property

Total Insured Value

Time Element 95,900,000

Buildings 628,700,000

Personal Property 48,900,000

Limits

Real and Personal Property $150,000,000-$200,000,000

Business Income included

EDP included

Named Wind Storm $50,000,000-$100,000,000

General Liability

Estimated Annual Revenue- 2018 (all sources) 95,900,000$

Total estimated admissions- 2018 755,000

Limits

General Aggregate 5,000,000$

Products/Completed Operations Aggregate 5,000,000$

Excess Liability

Limits

Each Occurrence 80,000,000$

General Aggregate 80,000,000$

Automobile

8 vehicles (years placed in service 1999 to 2016)

1 trailer (2011)

Garage Keepers Legal Liability

Parking Lots:

1.8MM square feet

6105 car spaces

2368 truck spaces

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New Orleans Public Facility Management, Inc., Ernest N. Morial New Orleans Exhibition Hall Authority


Claims Summary

as of 12/31/2017

Automobile Policy

Expense Paid Loss

Policy Effective Dates # of Claims Paid Loss and Reserve Reserve Total

04/01/2017-04/01/2018 0 - - - -$

04/01/2016-04/01/2017 3 8,249.94 - 30,000.00 38,249.94$

04/01/2015-04/01/2016 0 - - - -$

04/01/2014-04/01/2015 0 - - - -$

04/01/2013-04/01/2014 1 - 105.00 - 105.00$

04/01/2012-04/01/2013 0 - - - -$

04/01/2011-04/01/2012 0 - - - -$

04/01/2010-04/01/2011 0 - - - -$

03/23/2009-04/01/2010 0 - - - -$

03/23/2008-03/23/2009 0 - - - -$

8,249.94$ 105.00$ 30,000.00$ 38,354.94$

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Claims Summary

as of 12/31/2017

Excess Liability

Expense Paid Loss


04/01/2017-04/01/2018 0 - - - -$

04/01/2016-04/01/2017 0 - - - -$

04/01/2015-04/01/2016 0 - - - -$

04/01/2014-04/01/2015 0 - - - -$

04/01/2013-04/01/2014 0 - - - -$

04/01/2012-04/01/2013 0 - - - -$

04/01/2011-04/01/2012 0 - - - -$

04/01/2010-04/01/2011 2 - - - -$

-$ -$ -$ -$

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New Orleans Public Facility Management, Inc., New Orleans Exhibition Hall Authority, Ernest N. Morial Convention Center - New Orleans

Claims Summary

as of 12/31/2017

GENERAL LIABILITY POLICY:

Expense Paid Loss


04/01/2017-04/01/2018 1 - - 100.00 100.00$

04/01/2016-04/01/2017 4 2,000.00 31,159.65 5,200.00 38,359.65$

04/01/2015-04/01/2016 5 39,064.73 75,463.38 35,100.00 149,628.11$

04/01/2014-04/01/2015 8 33,208.61 66,628.60 200.00 100,037.21$

04/01/2013-04/01/2014 17 354,098.80 128,252.10 103.00 482,453.90$

04/01/2012-04/01/2013 6 30,089.00 39,565.74 - 69,654.74$

04/01/2011-04/01/2012 4 41,344.57 594.05 - 41,938.62$

04/01/2010-04/01/2011 9 320,889.79 86,996.43 - 407,886.22$

03/23/2009-04/01/2010 8 17,418.02 7,800.24 - 25,218.26$

03/23/2008-03/23/2009 1 - 3,153.98 - 3,153.98$

838,113.52 439,614.17 40,703.00 1,318,430.69

GL SummaryPage | 13



Claims Summary

as of 12/31/2017

Property

Expense Paid Loss


04/01/2017-04/01/2018 0 - - - -$

04/01/2016-04/01/2017 0 - - - -$

04/01/2015-04/01/2016 1 - 877.00 - 877.00$

04/01/2014-04/01/2015 0 - - - -$

04/01/2013-04/01/2014 0 - - - -$

04/01/2012-04/01/2013 0 - - - -$

04/01/2011-04/01/2012 0 - - - -$

04/01/2010-04/01/2011 0 - - - -$

03/23/2009-04/01/2010 0 - - - -$

03/23/2008-03/23/2009 0 - - - -$

-$ 877.00$ -$ 877.00$

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Documents

Provide Insurance Broker/Agent/Consulting Services for