The Vendor is required to provide various financial examination and analysis services, including actuarial services, consistent with agency insurance holding company system model regulation standards and with state statutes and rules, of various insurance companies licensed in the state.
- Financial Analysis
• Preliminary quarterly or annual financial filing review;
• Full quarterly or annual financial filing review;
• Form a filings;
• Form B and form c holding company registration review;
• Form D - prior notice of a transaction review;
• Form F – enterprise risk management (ERM) analysis review;
• Corporate governance annual disclosure (CGAD) review;
• Own risk and solvency assessment (ORSA) review; and
• Holding company insurer profile summary (IPS) or group profile summary (GPS) review.
- Contract Period/Term: 2 years
- Questions/Inquires Deadline: April 28, 2025