TYPE OF COVERAGE POLICY PERIODS Actual Estimated Proposed Proposed ProposedTRAVEL INSURANCE 02/13/08 - 02/13/11 Expenses Expenses Budget Budget TBD Budget TBDEXCESS GENERAL LIABILITY 05/20/08 - 05/20/09 FY 07-08 FY 08-09 FY 09-10* FY 10-11** FY 11-12**PUBLIC OFFICIALS 05/20/08 - 05/20/09 Broker Fee $125,000 $105,000 $90,000 $110,000 $110,000EXCESS POL 05/20/08 - 05/20/09 Insurance Premiums $2,930,538 $2,928,346 $3,617,000 $4,741,500 $4,741,500POC, LIBERTY HILL PLAZA 06/22/08 - 06/22/09 TOTAL $3,055,538 $3,033,346 $3,707,000 $4,851,500 $4,851,500PROTECTION & INDEMNITY 07/01/08 - 07/01/09HULL & MACHINERY (MARINE) 07/01/08 - 07/01/09PILOT LICENSE INSURANCE 07/01/08 - 07/01/09POLICE PROFESSIONAL LIABILITY 07/20/08 - 07/20/09EXECUTIVE PROTECTION 08/26/06 - 08/26/09COMPREHENSIVE RAILROAD 09/01/08 - 09/01/09EXCESS RAILROAD 09/01/08 - 09/01/09ALL RISK PROPERTY INSURANCE 10/01/08 - 10/01/09PILOTAGE LEGAL LIABILITY 11/01/08 - 11/01/09PILOTAGE TRIP INSURANCE 11/01/08 - 11/01/09AUTOMOBILE LIABILITY 11/01/08 - 11/01/09EARTHQUAKE FUND N/A

INSURANCE SCHEDULE AND PREMIUM FORECAST

**Premiums needed for FY 10-11 and FY 11-12 will be determined by Risk Management and the Broker and will berequested during the annual budget process for each respective fiscal year. The estimated premiums needed will bebased upon historical data, current industry trends, broker's evaluation, loss history, anticipated increases in usage,and other risk variables.

*Premiums for FY 09-10 have been estimated to be $3.6 million (not including broker fee) and have been requestedas part of the proposed budget.

TRANSMITTAL #1

COMPANYNAME

Score RankConsultant 04 115 66 92 75 54 48 450 1Consultant 06 120 66 80 66 75 34 441 2Willis HRH 105 60 80 69 54 44 412 3Consultant 03 115 66 80 72 33 38 404 4Consultant 02 95 57 80 66 69 36 403 5Consultant 01 85 48 72 51 57 36 349 6

COMPANYNAME

Score RankWillis HRH 92 92 96 88 72 22 462 1Consultant 04 96 88 92 96 60 21 453 2Consultant 06 84 68 80 84 54 17 387 3

COMPANY NAME LOCATION StatusAlliant Insurance Services, Inc. Seattle, Washington OBEAon Risk Insurance Services West, Inc. Seattle, Washington OBEHugh Wood, Inc. Seattle, Washington OBELockton Insurance Brokers, LLC San Francisco, California OBEMarsh Risk & Insurance Services Los Angeles, California OBEWillis Insurance Services of California, Inc. Long Beach, California OBE

*Final selection based off interview.

ORAL INTERVIEW EVALUATION*Knowledge &

Ability of Account Mgr.

Knowledge & Ability of Service

Team

Knowledge of Market & Trends

Experience with Ports & Public

Entities

Demonstration of Creativity

Clarity of Responses

Combined

Combined

TRANSMITTAL #2HARBOR DEPARTMENT

RISK MANAGEMENT DIVISION

WRITTEN PROPOSAL EVALUATIONFirm's

Qualifications & Experience

INSURANCE BROKERAGE SERVICES CONSULTANT

Project Organization and

Personnel

Project Approach, Plan, & Management

Understanding of the Project

Rates & Fees Quality & Responsiveness of the Proposal

RFP SELECTION EVALUATION FORM

PROJECT: INSURANCE BROKERAGE SERVICES

SCORING GUIDELINES: Rater’s Score: (Range 0-5) 0 – not included/non responsive; 1 – Marginal Abilities, Serious Deficiencies; 2 – Adequate with Minor Deficiencies; 3 – Adequate, Standard-Acceptable; 4 – Well Qualified; 5 – Exceptionally Well Qualified.

Total points possible: 100

Firm Name Evaluated by Date

CRITERIA TO BE

RATED RATER’S SCORE

WEIGHING FACTOR

WEIGHTED SCORE

Firm Qualifications, Organizational Capabilities, Experience and References

Professional reputation of the firm? Has the firm done similar work with ports and public agencies? Does the firm have the ability and resources to provide the requested services?

5

Project Organization, Personnel and Staffing

Qualification and experience of proposed personnel for requested services. Availability of team and project manager.

3

Project Approach, Work Plan, Management and Timeline

Quality of brokerage work plan to meet project requirements? Quality of project management and timeline?

4

Understanding of the Project

Does the proposal demonstrate a clear understanding of the requested services? 3

Rates, Fees and Budget Control

Competitive rates and fees proposed? Are proposed budget management, fees and staff hours proposed and clearly defined?

3

Quality and Responsiveness of the Proposal

Is the proposal clear and understandable; does the proposal meet all of the RFP requirements? 2

Small Business Program Has the level of Small Business participation been met (10%)? YES/NO

Administrative Requirements

Are all required forms submitted and are they complete and accurate? YES/NO

Affidavit (Prime)

Contract Description Form (Prime and subs)

Insurance – Letter of Intent (Prime)

Total

Points

ORAL INTERVIEW EVALUATION FORM

PROJECT: INSURANCE BROKERAGE SERVICES

SCORING GUIDELINES: Rater’s Score: (Range 0-5) 0 – not included/non responsive; 1 – Marginal Abilities, Serious Deficiencies; 2 – Adequate with Minor Deficiencies; 3 – Adequate, Standard-Acceptable; 4 – Well Qualified; 5 – Exceptionally Well Qualified.

Total points possible: 100

Firm Name Evaluated by Date

RATER’S SCORE

WEIGHT FACTOR

WEIGHTED SCORE

Knowledge and technical ability of the account executive(s)/account manager. 4

Knowledge and technical ability of the proposed service team/key personnel. 4

Knowledge of the market and trends. 4

Understanding of and experience with ports, maritime, and government entities. 4

Demonstration of creativity, ideas, and recommendations that would be particularly valuable to the Port. 3

Clarity of responses to questions and ability to communicate complex material in an understandable manner. 1

Total Points

TRANSMITTAL #3

PERSONAL SERVICES AGREEMENT