2001-24336 RESO
RESOLUTION NO. 2001-24336
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF
THE CITY OF MIAMI BEACH, FLORIDA ACCEPTING THE
RECOMMENDATIONS OF THE CITY MANAGER AND
AUTHORIZING THE ADMINISTRATION TO ENTER INTO
NEGOTIATIONS AND, IF SUCCESSFUL, AUTHORIZING THE
MAYOR AND CITY CLERK TO EXECUTE A CONTRACT WITH
THE MOST QUALIFIED FIRM OF ARTHUR J. GALLAGHER AND
CO., PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ)
NO. 11-00/01 FOR BROKER/AGENT SERVICES TO PROVIDE
ASSISTANCE IN DETERMINING THE CITY'S GROUP MEDICAL
INSURANCE NEEDS, WITH AN ESTIMATED ANNUAL FEE FOR
THE FIRST YEAR NOT TO EXCEED $30,000 IF THE CITY
CONTINUES GROUP MEDICAL INSURANCE WITH HUMANA,
OR AN ESTIMATED ANNUAL COMMISSION NOT TO EXCEED
$200,000 IF THE CITY OBTAINS GROUP MEDICAL INSURANCE
FROM OTHER SOURCES; WITH OPTIONS TO RENEW FOR
THREE YEARS; SHOULD THE ADMINISTRATION BE UNABLE
TO REACH AGREEMENT WITH ARTHUR J. GALLAGHER AND
CO., AUTHORIZING THE ADMINISTRATION TO ENTER INTO
NEGOTIATIONS WITH THE SECOND MOST QUALIFIED FIRM
OF MORRIS AND REYNOLDS INSURANCE.
WHEREAS, the City issued Request for Qualifications (RFQ) No.1 1-00/01 for Broker/Agent
Services to provide assistance in determining the City's Group Medical Insurance needs; and
WHEREAS, forty one (41) specifications packages for RFQ No. 11-00/01 were issued, resulting
in the receipt of seven (7) responsive proposals; and
WHEREAS, an Evaluation Committee recommended by the City Manager met on
April 12, 200 I, and recommended the firm of Arthur J. Gallagher and Co., as the most qualified firm, and
the firm of Morris and Reynolds Insurance, as the second most qualified firm; and
WHEREAS, the City Manager has reviewed the responses and recommendation of the Evaluation
Committee, and concurs with the Evaluation Committee's recommendation.
NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND THE CITY
COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission
hereby authorize the Administration to enter into negotiations and, if successful, authorize the Mayor and
City Clerk to execute a contract wit the most qualified firm of Arthur J. Gallagher and Co., pursuant to
Request for Qualifications (RFQ) No. 11-00/01 for Broker/Agent Services to Provide Assistance in
Determining the City's Group Medical Insurance Needs, with an estimated annual fee for the first year not
to exceed $30,000 if the City continues Group Medical Insurance with Humana, for an estimated annual
commission not to exceed $200,000 if the City obtains Group Medical Insurance from other sources; with
options to renew for three years; should the Administration be unable to reach agreement with Arthur J.
Gallagher and Co., authorizing the Administration to enter into negotiations wit the second most qualified
firm of Morris and Reynolds Insurance.
ADOPTED this 18th day of
April
1f
Mayor
~o PtW~
City lerk
APPROVED f>S 10
fORM & LANGUAGE
.. FOR EXECUTION
1f.(/~ '1-1';-0 I
C' MoriYtIf ~
AGENTIBROKER
PROPOSAL ANALYSIS SUMMARY
for
THE CITY OF MIAMI BEACH
Prepared by
SIVER INSURANCE CONSULT ANTS
SIVER RECOMMENDATION
Based on our initial evaluation ofthe seven agentslbrokers submitting proposals in response to
RFQ NO. 11-00/01, Siver recommends approaching Gallagher, McKinley, and Morris &
Reynolds regarding participation in Finalist Presentations. We recommend The City provide
each finalist with a list of specific issues to cover during their presentation, as well as a list of
any sample materials The City would like to review. Finalists should be given a scheduled
presentation time, with an indication of the time allotted for review of the specified items and
any additional comments the agentlbroker wishes to make. Following their presentation, the
agentlbroker would be subject to a brief question and answer session. Siver has been asked to
prepare a preliminary list of questions, as well as a list of items to be covered during the finalist
presentations. Those lists are provided for your review and are attached to this reDort.
ANALYSIS PROCESS
Copies of all proposals received in response to RFQ NO. 11-00/01 were provided to Siver for review
and analysis. Seven agentslbrokers responded with proposals.
As indicated by the attached spreadsheets, we compared each of the seven proposals on the basis of
criteria identified in the RFQ. We believe a thorough understanding of issues relative to public sector
entities and limitations imposed by the Florida Statutes on such entities is imperative. During this
initial analysis phase, we determined that two proposals did not indicate any Florida Governmental
Clients and/or Projects, Those two proposals were eliminated from further consideration.
Since the RFQ did not require pricing as part of the criteria, we were unable to evaluate the value
associated with the services outlined in each proposal. Before finalist presentations begin, discussions
should be held to determine how The City intends to compensate an agentlbroker if, in the final
analysis, it is determined that The City is best served by keeping the incumbent carrier for the group
health plan. Finalists should come to the Presentation meetings prepared to discuss their expected
fees and/or commissions whether The City elects to continue coverage with Humana, or ultimately
selects an alternate vendor.
1
SIVER IN~'VRANCE CONSULTANTS
With pricing eliminated as a method by which we might further measure the value of each proposer,
we moved to client references. We first contacted Florida Governmental clients and then, if
necessary, moved to non-governmental entities, with three reference checks completed for each of the
five remaining proposers. In the course of those inquiries, we found that one of the proposers has
only one full-time employee on location, the owner. It is our be!iefthat The City's account is fairly
complex and, as such, may frequently require time and resources not typically available in a one-man
firm. Therefore, the applicable proposal was eliminated from further consideration. The overall
proposal, combined with client reference data, led us to eliminate one additional proposal from
consideration.
The three proposals (shown in alphabetical order) remaining for consideration were submitted by:
~ Arthur J. Gallagher & Co. (Gallagher)
~ McKinley Financial Services, Inc.
~ Morris & Reynolds Insurance (Morris & Reynolds)
All three of the above organizations indicate experience in the type of project outlined in The City's
RFQ, as well as Florida Public Sector experience, Multiple full-time employees are located at the
designated office site to assist The City with on-going issues. Client references supported their
involvement with Florida Public entities on projects similar in nature to that indicated by The City of
Miami Beach.
Assuming the Committee concurs with our assessment, we recommend contacting the representative
for each of these three proposals, in writing, as soon as feasible. A typical finalist presentation is
limited to a 30-minute presentation by the agentlbroker, with a 15 to 30-minute question and answer
period to follow.
Weare available to meet with the appropriate staff to discuss our initial impressions and the steps
necessary to proceed with selection ofa broker/agent, As indicated prior to the onset of this project,
Siver provides Consulting Services and does not act as legal counsel for The City. We recommend
that The City contact their attorney, if not previously consulted, to confirm that this process is not in
conflict with Florida Statute 287,057.
Respectfully Submitted on March 26, 200 I by:
SIVER INSURANCE CONSULTANTS
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/OU.lt!/i: 4'(. /:: "l(j-L
Brenda M. Sadler
Vice President
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CITY OF MIAMI BEACH
CITY HALL 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139
http:\\ci,miaml-beach,fl,us
COMMISSION MEMORANDUM NO. ~~o.{)1
TO:
Mayor Neisen O. Kasdin and
Members of the City Commission
DATE: April 18, 2001
FROM:
o~
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE
CITY OF MIAMI BEACH, FLORIDA ACCEPTING THE
RECOMMENDATIONS OF THE CITY MANAGER AND AUTHORIZING
THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS AND, IF
SUCCESSFUL, AUTHORIZING THE MAYOR AND CITY CLERK TO
EXECUTE A CONTRACT WITH THE MOST QUALIFIED FIRM OF
ARTHUR J. GALLAGHER AND CO., PURSUANT TO REQUEST FOR
QUALIFICATIONS (RFQ) NO. 11-00/01 FOR BROKER/AGENT SERVICES
TO PROVIDE ASSISTANCE IN DETERMINING THE CITY'S GROUP
MEDICAL INSURANCE NEEDS, WITH AN ESTIMATED ANNUAL FEE
FOR THE FIRST YEAR NOT TO EXCEED $30,000 IF THE CITY
CONTINUES GROUP MEDICAL INSURANCE WITH HUMANA, OR AN
ESTIMATED ANNUAL COMMISSION NOT TO EXCEED $200,000 IF THE
CITY OBTAINS GROUP MEDICAL INSURANCE FROM OTHER
SOURCES; WITH OPTIONS TO RENEW FOR THREE YEARS; SHOULD
THE ADMINISTRATION BE UNABLE TO REACH AGREEMENT WITH
ARTHUR J. GALLAGHER AND CO., AUTHORIZING THE
ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH THE
SECOND MOST QUALIFIED FIRM OF MORRIS AND REYNOLDS
INSURANCE.
Jorge M. Gonzalez
City Manager
SUBJECT:
ADMINISTRATION RECOMMENDATION
Adopt the Resolution.
FUNDING:
Funds for the initial fee are available from Account Number 540.1790.000312. In the event that the
City obtains Group Medical Insurance from sources other than Humana, all fees will be paid as
commission from the insurance provider.
AGENDA ITEM
C7R
4-/f-ol
DATE
ANALYSIS
On November 29, 2000, the Mayor and City Commission authorized the Administration to issue a
Request for Qualifications (RFQ) for Broker/ Agent Services to provide assistance in determining
the City's Group Medical Insurance needs.
A Request for Qualifications was issued on January 3, 2001, with an opening date of February 28,
2001. Forty one (41) specifications were issued, resulting in the receipt of proposals from the
following seven (7) firms:
Sapoznik & Citrin
Robert J. Shafer & Associates, Inc.
Roger J. Huxman
Ronald G. Stonel The Comprehensive Co.
McKinley Financial Services, Inc.
Arthur J. Gallagher and Co.
Morris & Reynolds Insurance
The City Manager appointed the following individuals to serve on the Evaluation Committee:
Mary Greenwood, Executive Assistant to the City Manager/Labor Relations.
Clifton Leonard, Risk Manager.
Drew Terpak, Fleet Management Director.
Richard McKinnon, CW A President.
John Wheeler, ASME President.
Robin Garber, GSAF Representative.
Buddy Dresner, Retired City employee.
Roberto Sanchez, Health Care Consultant and resident of Miami-Dade County.
Bruce Davidson, member of the Budget Advisory Committee.
J. D. Weithom, member of the Budget Advisory Committee.
Marc Jacobson, member of the Budget Advisory Committee.
Phyllis Miler, resident of the City of Miami Beach.
The Evaluation Committee met on March 16, 2001 for the purpose of obtaining copies of the
responses, review of the evaluation process, review of the "Cone of Silence" and to determine if
there were any conflicts regarding the Evaluation Committee participants. At that time, the
Committee agreed to meet again on March 26,2001 to review and discuss all proposals. During the
meeting, the following individuals were recused from the Evaluation Committee due to various
conflicts:
Clifton Leonard, Risk Manager
Drew Terpak, Fleet Management Director
Richard McKinnon, CW A President
Roberto Sanchez, Health Care Consultant
The Evaluation Committee met again on March 26, 200 I. At that time, the Committee reviewed all
proposals and the evaluation provided by the City's Consultant (copy attached). Based on the review
of the firm's responses and the analysis provided by the City's Consultant, the Committee
determined that the following firms did not meet the minimum requirements and/or did not exhibit
sufficient specific and overall expertise relative to the scope of services.
Sapoznik & Citrin
Robert 1. Shafer & Associates, Inc.
Roger J. Huxman
Ronald G. Stone/ The Comprehensive Co.
McKinley Financial Services, Inc.
The Evaluation Committee agreed at that time to request presentations from the firms of Arthur J.
Gallagher and Co., and Morris and Reynolds Insurance. The Evaluation Committee felt that both
firms were fully qualified to provide the required services.
The Evaluation Committee met on April 12,2001 with both Arthur J. Gallagher and Co., and Morris
and Reynolds Insurance for presentations. After the presentations, the Evaluation Committee met
to complete the selection process.
The Evaluation Committee selected Arthur J. Gallagher and Co., as the most qualified, with Morris
and Reynolds insurance as being the second most qualified. Seven of the eight voting members of
the Evaluation Committee determined that Arthur 1. Gallagher has greater expertise and experience
with Govermnental Entities.
In accordance with the terms of the Request for Qualifications (RFQ), the City Manager has
reviewed the Evaluation Committee's recommendation and concurs with its ranking of the firms.
The City Manager recommends that the Mayor and City Commission authorize the Administration
to enter into negotiations and, if successful, authorize the Mayor and City Clerk to execute a contract
with the most qualified firm of Arthur J. Gallagher and Co., for an amount not to exceed $30,000
if the City continues the Group Medical Insurance with Humana or an estimated annual commission
not to exceed $200,000 if the city obtains Group Medical Insurance from other sources, and further
authorize the Administration to negotiate and award this contract to Morris and Reynolds Insurance,
the second most qualified firm in the event that negotiations fails with the most qualified firm.
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Attachments . ~
C:\Risk\SAll\ClifflHealth\brk-rk.wpd