R33-25-101. Applicability and Standard Procurement Method

  (1) This rule only applies to executive branch procurement units.

  (2) All new or renewal insurance purchases will be made in accordance with this Rule and the Utah Procurement Code.

  (3) A procurement unit may use the request for proposals procurement process set forth in Utah Code 63G-6a, Part 7 to award a contract for insurance agents, brokers, and underwriting companies.

  (4) A procurement unit may consider the following criteria to qualify agents, brokers, and underwriting companies to move on to a subsequent stage in a request for proposals procurement process:

  (a) financial resources of agent, broker and underwriting company;

  (b) quality of prior service rendered to the state;

  (c) service facilities available in-state;

  (d) service reputation;

  (e) experience and expertise in providing similar types of insurance;

  (f) coverages and services to be provided;

  (g) qualifications of key personnel; and

  (h) any other criteria that will help to ensure the best possible coverage and service to the procurement unit.

  (5) A procurement unit may establish minimum requirements and score thresholds to qualify agents, brokers, and underwriting companies to move on to a subsequent stage in the request for proposals procurement process.

  (6) During the evaluation process, the evaluation committee may make a recommendation to the conducting procurement unit that an agent, broker, or underwriting company be rejected for being deemed not responsible, not meeting the mandatory minimum requirements, not meeting any applicable minimum score threshold or whose proposal is not responsive.