• Deliverables
• Proposed schedule

The County encourages proposers to include physical inspections of County facilities as part of their base services proposal.

Proposers may identify additional locations that they recommend inspecting based upon property value, risk, age, use, claims history, or other underwriting considerations.

E. Asset Inventory Software / Technology

Respondents shall identify whether they provide access to an electronic asset and insurance management platform.

If available, the platform should allow the County to:

• Add new assets
• Remove disposed assets
• Update values
• Track locations
• Maintain insurance schedules
• Track vehicles and equipment
• Store photographs and inspection reports
• Maintain COPE information
• Generate insurance schedules
• Export data to Excel
• Provide reports for budgeting and insurance renewals

Any proposed software should be identified separately, including whether it I included in the Broker’s proposed fee or requires an additional charge.

F. Annual Update

Following completion of the initial inventory, the selected Broker shall provide an annual asset schedule review as part of the renewal process.

The Broker shall identify:

• New assets
• Disposed assets
• Changes in values
• Changes in occupancy
• Changes in use
• Significant renovations
• Changes in risk exposures
• Recommended coverage changes

G. Proposal Requirement – Asset Assessment

Respondents must specifically address this requirement in their proposal.