Items Types:
Business and Financial Services
For Meeting of:
August 8, 2017
District: ALL From:
Contract ID: Document Number:
Exhibits: Yes On File (City Clerk) : Yes Draft Only: No
Grant Received by City?: No

Advisory Committee Ranking and Authorization for the Chief Procurement Officer to Execute a Contract for Group Term Life, Accidental Death and Dismemberment (AD&D), Short Term Disability (STD) and Long Term Disability (LTD) Insurance, RFP17-0276. The top ranked firm is Standard Insurance Company.


A Request for Proposal (RFP) was issued on May 10, 2017 to select a qualified firm to provide Group Term Life, AD&D, STD and LTD insurance. Four responsive proposals were received and reviewed by an Advisory Committee comprised of the following individuals:

  • Jessica Mason, Health Services Financial Manager, Human Resources Division (Chair)
  • Michael Flood, HR Assessment Consultant, Human Resources Division
  • David Wagg, Parks Assistant Division Manager, Parks Division
  • Cynthia Merrithew, Employee Benefits Supervisor, Human Resources Division
  • Donna Taylor, Accounting Operations Manager, Accounting 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:






Standard Insurance Company

Portland, Oregon


Metropolitan Life Insurance Company

Tampa, Florida


Hartford Life and Accident Insurance Company

Tampa, Florida


Reliance Standard Life Insurance

Tampa, Florida

The initial contract term is two (2) years with an option to renew for five (5) additional one (1) year terms.  The estimated annual expenditure is $1,240,000.00

M/WBE and VBE Participation Plans for employee benefit contracts are not applicable and were not included as evaluation criteria. 

Fiscal & Efficiency Data:

Recommended Action:

Approval of the ranking established by the Advisory Committee and approval and authorization for the Chief Procurement Officer to negotiate and execute a contract, documents related to the contract and subsequent renewals with the top ranked firm, Standard Insurance Company, as indicated above.  If negotiations are not successful with the top ranked firm, approval and authorization for the Chief Procurement Officer to negotiate with the remaining firms in ranked order and execute a contract, documents related to the contract and subsequent renewals as indicated above, with the highest ranked firm with whom agreement is reached.  The final negotiated agreement will be subject to review and approval by the City Attorney’s Office.

Agenda Item attachment(s) on file in the City Clerks Office.

Note: All agenda items must be in the City Clerk's office by Noon Friday, six(6) business days prior to the regular Monday City Council meeting.

Contact: David Billingsley, Brian Ferrier (creator)
Approved By:

Department Date and Time
Budget Outside Routing Approval 7/26/2017 4:25 PM
City Clerk 7/27/2017 7:03 AM

Name: Description: Type:
RFP17-0276_Fiscal_Impact_Statement.pdf Fiscal Impact Statement Fiscal Impact Statement
1st_Committee_Meeting_Minutes.pdf 1st Committee Mtg. Notes Backup Material
2nd_Committee_Meeting_Minutes.pdf 2nd Committee Mtg Minutes Backup Material
MWBE_Approval_of_Ranking_Memo_-_RFP17-0276.pdf M/WBE Award Approval Memo Backup Material

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