Summary:
A Request for Proposal (RFP) was issued on Friday, January 16, 2015 to select a qualified firm to provide Insurance Broker Services. Two (2) responsive proposals were received and reviewed by an Advisory Committee comprised of the following individuals:
Name
|
Title
|
Division
|
Karen Zito (Chair)
|
Claims Supervisor
|
Claims Supervisor
|
Brian Battles
|
Deputy CFO
|
Office of Business & Financial Services
|
Alana Brenner
|
City Clerk
|
City Clerk's Office
|
Christopher McCullion
|
Deputy CFO
|
Office of Business & Financial Services
|
Laurie Botts
|
Division Manager
|
Real Estate Division
|
Based on the information presented in the proposals and the evaluation criteria set forth in the RFP, the firms were ranked by the Advisory Committee in the following order:
Ranking
|
Firm
|
Location
|
1
|
Brown & Brown of Florida, Inc.
|
Daytona Beach, FL
|
2
|
Arthur J. Gallagher Risk Management Services, Inc.
|
Orlando, FL
|
The initial contract term is three years with an option to renew for two (2) additional one (1) year terms. The estimated expenditure for the initial three year term is $240,000.
Brown & Brown of Florida, Inc. did not include a M/WBE and VBE Participation Plan.
Arthur J. Gallagher Risk Management Services, Inc. M/WBE and VBE Participation Plan for this contract is as follows:
P.A. Wallace & Associates |
M/WBE |
5% |
Administrative Services |
|
Recommended Action:
Approval of the ranking established by the Advisory Committee and approval and authorization for the Chief Procurement Officer to negotiate and execute contracts and subsequent renewals with the top two ranked firms, Brown & Brown of Florida, Inc. and Arthur J. Gallagher Risk Management Services, Inc., as indicated above. The final negotiated agreements will be subject to review and approval by the City Attorney’s Office. |