UIP Projects
RFP claims audit
subcommitte:
Kent Zirker, UIP Treasurer
Juan Esparza, UIP Auditor
Destini Parker, Trustee
Katie Pfitzer, Alternate Trustee
subcommittee purpose
To solicit proposals for claims auditing services, evaluate responses, and make a recommendation to UIP trustees.
deliverables
Recommendation to engage auditing firm presented to trustees on April 24, 2024.
Project timeline:
February 23, 2024 - Release of RFP
March 15, 2024 - Submit clarifying questions via email
April 1, 2024 – Responses are due
April 10, 2024 - Audit Committee will evaluate proposals
April 24, 2024 - Recommendation to trustees
April 30, 2024 - Notice of intention to negotiate a contract
for reference
CLAIMS MANAGEMENT PROCEDURE
rfp posted
UIP website - NWPPA website - WPUDA website
firms contacted
BMI Audit - https://www.bmiaudit.com/
J. Graham Inc. - https://www.jgrahaminc.com/
Moss Adams - https://www.mossadams.com/
RESPONSES RECEIVED
Response Summary can be edited by committee members. Any edits can be seen by other committee members in real time.
scoring
Download score sheet and submit to Sylvia no later than April 15.