The Do’s and Don’ts of the RFP Process
Robert Bookhammer, ARM-P, CSRM
Senior Vice President/Partner, USI Insurance Services, LLC
In this podcast episode, we discuss the topic of request for proposal (RFP) do's and don'ts with guest Robert Bookhammer. Robert emphasizes the importance of clear objectives, stakeholder involvement, and adherence to rules in the RFP process for public entities. He discusses the need for comprehensive RFP documents, including legal forms, coverage specifications, evaluation criteria, and how the use of electronic RFP technology is highlighted for its efficiency. This episode covers the evaluation of RFP responses, the significance of vendor interviews, and the award process, stressing transparency and feedback to enhance the entity's reputation and the overall success of the RFP process.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Robert Bookhammer, ARM-P, CSRM
Senior Vice President/Partner, USI Insurance Services, LLC
Robert is a senior vice president for USI in the USI Dallas office. He is a national subject matter specialist for the public entity and higher education verticals of USI. Robert specializes in complex layered and quota share property placements, specific and aggregate excess casualty placements, risk management consulting, and alternative risk transfer program design and placement. He is a licensed TX risk manager and attained the ARM-P & CSRM designations during his tenured career.
