Subrogation Recovery and Collection Services

The City of Dallas (the “City”) is soliciting proposals to establish a three-year Indefinite Delivery/Indefinite Quantity (ID/IQ) service price agreement for Subrogation Recovery Services to be utilized by the Office of Risk Management.

An ID/IQ contract is established when quantities and/or delivery schedules cannot be determined. Services will be ordered on an as-needed basis during the term of this contract.

The purpose of this Request for Proposal (RFP) is to solicit qualified firms to provide comprehensive subrogation recovery services for the Organization's workers' compensation, automobile liability, property, general liability, and other eligible insurance claims. The selected Proposer shall identify, investigate, pursue, negotiate, and recover funds from responsible third parties while maximizing recoveries and maintaining compliance with all applicable federal, state, and local laws.

The awarded Proposer shall:

• Perform recovery on fixed property, damaged equipment, and workers compensation payments.
• Maximize financial recoveries through effective subrogation practices.
• Reduce claim costs and improve overall claims management performance.
• Identify subrogation opportunities early in the claims lifecycle.
• Provide professional, timely, and cost-effective recovery services.
• Maintain accurate reporting and transparent communication throughout the recovery process.

The Contractor shall provide, at a minimum, the following services: [...] The awarded Proposer will review open and closed claims to identify potential subrogation opportunities. [...] The awarded Proposer will conduct comprehensive investigations to determine third-party liability. [...] The awarded Proposer will identify all potentially liable parties. [...] The awarded Proposer will pursue recovery from responsible parties and their insurers. [...] The awarded Proposer will negotiate settlements. The awarded Proposer will prepare and submit demand packages. The awarded Proposer will participate in carrier-to-carrier arbitration when appropriate. The awarded Proposer will coordinate litigation with legal counsel when necessary. The awarded Proposer will pursue reimbursement of deductibles when applicable. [...]

The awarded Proposer shall provide monthly and quarterly reports. [...] The awarded Proposer shall provide annual reports. [...] The awarded Proposer must utilize secure electronic claims management systems

**Proposals are required to be submitted electronically using the City’s solicitation portal.** The system will not accept submittals after the Submission Due Date and Time and hard copies [...]

All proposal documents can be obtained through the City’s solicitation portal at www.dallascityhall.bonfirehub.com.

Evaluation criteria:

• Capability and Expertise: **40 Points**
• Overall Approach & Methodology: **20 Points**
• Revenue of estimated recovery minus contingency fees: **20 Points**
• Developing Regional & Inclusive Vendor Enterprises (DRIVE) Plan: **20 Points**

The successful contractor will be required to purchase, within fifteen (15) days of the award, and maintain during the term of the contract, insurance as described in Attachment B, and agrees to the indemnification agreement therein.

Proposals will only be considered from Proposers who have been established in the business of providing Subrogation Recovery Services for a minimum of ten years.

The commencement date of this contract shall be upon Council approval and contract execution.