HomeMy WebLinkAboutR-03-0228J-03-119
02/27/03 0 3— 228 2 8
RESOLUTION NO.
A RESOLUTION OF THE MIAMI CITY COMMISSION
ACCEPTING THE RECOMMENDATION OF THE CITY
MANAGER APPROVING THE FINDINGS OF THE
EVALUATION COMMITTEE PURSUANT TO RFLI
NO. 02-03-032, THAT THE MOST QUALIFIED FIRMS
TO PROVIDE INSURANCE BROKERAGE SERVICES IN
RANK ORDER ARE: (1) BROWN AND BROWN, INC.,
(2) SUMMIT GLOBAL PARTNERS, INC., AND
(3) ARTHUR J. GALLAGHER AND COMPANY;
AUTHORIZING THE CITY MANAGER TO NEGOTIATE A
PROFESSIONAL SERVICES AGREEMENT, WITH BROWN
AND BROWN, INC., THE TOP-RANKED FIRM, FOR AN
INITIAL PERIOD OF ONE YEAR, WITH THE OPTION
TO EXTEND THE AGREEMENT FOR ONE ADDITIONAL
ONE-YEAR PERIOD, IN AN ANNUAL AMOUNT NOT TO
EXCEED $110,000; FURTHER AUTHORIZING THE CITY
MANAGER TO NEGOTIATE AN AGREEMENT WITH THE
OTHER FIRMS, IN THE EVENT NEGOTIATIONS FAIL
WITH THE TOP-RANKED FIRM; DIRECTING THE CITY
MANAGER TO PRESENT THE NEGOTIATED AGREEMENT,
IN A FORM ACCEPTABLE TO THE CITY ATTORNEY, TO
THE CITY COMMISSION FOR REVIEW AND
CONSIDERATION.
WHEREAS, the City of Miami issued RFLI No. 02-03-032 seeking
qualified and experienced firms for the provision of insurance
brokerage services for the Department of Risk Management; and
WHEREAS, Risk Management requires the services of a
qualified and experienced insurance broker to assist in the
management of the City's insurance and self-funded programs, and
to provide such services as the review, analysis, recommendation,
CITY COMMISSION
MEETING OF
FEF 2 7 ZC03
Resolution No.
03- 228
and placement of all insured and self-funded programs in the
areas of property, casualty and liability, group health and life
coverage, as well as processing policy change endorsements,
policy review and audits, and monitoring claims; and
WHEREAS, the Evaluation Committee evaluated the proposals
received and ranked Brown and Brown, Inc. as the top ranked firm,
and recommended that the City Manager negotiate and execute a
professional services agreement with the top-ranked firm; and
WHEREAS, the Committee further recommended that should
negotiations fail with Brown and Brown, Inc., the City Manager
should negotiate an Agreement with Summit Global Partners, Inc.,
the second -ranked firm, and Arthur J. Gallagher & Co., the
third -ranked firm, respectively; and
WHEREAS, the City Manager will present the negotiated
agreement to the City Commission for review and consideration;
and
WHEREAS, funds for said services will be allocated from
Account Code No. 515001.624401.6.650, for said services; and
WHEREAS, the City Manager concurred with the recommendation
of the Evaluation Committee;
NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY
OF MIAMI, FLORIDA:
Page 2 of 4 n, �R
Section 1. The recitals and findings contained in the
Preamble to this Resolution are adopted by reference and
incorporated as if fully set forth in this Section.
Section 2. The recommendation of the City Manager to
approve the findings of the Evaluation Committee pursuant to RFLI
No. 02-03-032, that the most qualified firms to provide insurance
brokerage services in rank order are: (1) Brown and Brown, Inc.
(2) Summit Global Partners, Inc., and (3) Arthur J. Gallagher &
Co., is accepted.
Section 3. The City Manager is authorizedll to negotiate
a Professional Services Agreement, with Brown and Brown, Inc.,
the top-ranked firm, for an initial period of one year with the
option to extend the Agreement for one additional one-year
period, in an annual amount not to exceed $110,000.
Section 4. The City Manager is further authorizedll to
negotiate an Agreement with the second -ranked firm, then the
third -ranked, respectively, in the event negotiations fail with
the top-ranked firm.
Section S. The City Manager is directed'I to present the
negotiated Agreement, in a form acceptable to the City Attorney,
to the City Commission for review and consideration.
1� The herein authorization is further subject to compliance with
all requirements that may be imposed by the City Attorney,
including but not limited to those prescribed by applicable
provisions of the City Charter and Code.
Page 3 of 4
3- 228
Section 6. This Resolution shall become effective
immediately upon its adoption and signature of the Mayor.V
PASSED AND ADOPTED this 27th day of
February , 2003.
MANUEL A. DIAZ, MAYOR
In accordance with Miami Code Sec. 2-36, since the Mayor did not indicate approval of
this legislation by signing in the designated place provided, said legislation now
beconwg effectiye with the elapse of ten (10). days from the date of commission action
regarding same; without the Mayor exercising a vote.
Priscilla A. Thdmpson,-City Ce
ATTEST:
PRISCILLA A. ` i11%JAPJ-SN
CITY CLERK
APPROVED AS TQ FORM AND tECTNESS:C/
RDRO VILARELLO
ATTORNEY
W6900:tr:AS:BSS
zi If the Mayor does not sign this Resolution, it shall become
effective at the end of ten calendar days from the date it was
passed and adopted. If the Mayor vetoes this Resolution, it shall
become effective immediately upon override of the veto by the
City Commission.
Page 4 of 4
itis.
CITY OF MIAMI, FLORIDA 13
INTER -OFFICE MEMORANDUM
Honorable Mayor and
To : Members of a Com Sion
FROM:
oe Arriola
City Manager
RECOMMENDATION
DATE : FEB - 4 2LT3 FILE:
SUBJECT:
RFLI # 02-03-032:
Insurance Brokerage Services
REFERENCES:
ENCLOSURES:
It is respectfully recommended that the City Commission adopt the attached resolution,
approving the findings of the Evaluation Committee pursuant to RFLI #02-03-032,
Insurance Brokerage Services; authorizing the City Manager to negotiate and execute a
professional services agreement with Brown and Brown, Inc., the top ranked firm, for
one (1) year, with the option to extend for four (4) additional one (1) year periods, for
an annual amount not to exceed $110,000.00, with funding provided from Account
Code 515001.624401.6.650.
BACKGROUND
The City of Miami issued RFLI #02-03-032 for Insurance Brokerage Services to secure a
broker to assist in the management of the City's various insurance and self-funded
programs. Services would include, but not be limited to, the review, analysis,
recommendation, and placement of all insured and self-funded programs in the areas of
property, casualty and liability, group health and life coverage, as well as processing
policy change endorsements, policy review and audits, and monitoring claims. Services
would also be required to manage insurances currently held by the City, and for
insurances being sought by the City during the term of the contract.
The Evaluation Committee ("Committee`) evaluated the four (4) proposals received,
and recommended Brown and Brown, Inc. as the top ranked firm to provide said
services. Should negotiations fail with the top ranked firm, the Committee
recommendedAhe City negotiate with the second -ranked firm, Summit Global Partners,
Inc. followed by Arthur 3. Gallagher & Co.
CAG/R�7
7N)tF
03- 228
CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
TO: Carlos A. Gimenez
City Manager
FROM: "_'o_1 j/�z'�4
Elliott Fixier, Administrator
Department of Risk Management
DATE: January 27, 2003 FILE:
SUBJECT:
Insurance Brokerage Services
REFERENCES:
ENCLOSURES:
The City of Miami's Department of Risk Management has verified that funding is
available for the provision of insurance brokerage services, by the top ranked firm,
Brown and Brown, Inc., pursuant to RFLI #02-03-032, Insurance Brokerage Services,
for one (1) year, with the option to extend for four (4) additional one (1) year periods.
Funding for insurance brokerage services, for the initial one year term, in an amount
not to exceed $110,000, can be found in Accorumber 515001.624401.6.650.
Budget Approval:_".1-< Q, -i
Marcelo Penha, Acting Director/ esignee ate
EF/bw W W a�
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�Jt�l1i1� =`�ti 9f��4
03- 228
a
- ACCEPTANCE OF CITY MANAGER AND
EVALUATION COMMITTEE'S RECOMMENDATION
RFLI # 02-03-032
ITEM:
Insurance Brokerage Services
DEPARTMENT: Risk Management
TYPE:
Tenn Contract
REASON: It is recommended that Brown and Brown, Inc.,
the top ranked firm, provide Insurance Brokerage
Services for the Department of Risk Management
and authorizing the City Manager to negotiate and
execute a Professional Services Agreement; further
recommending that should negotiations fail with the
top ranked firm, proceed to negotiate with the
second and third ranked firms, as necessary in rank
order, until a contract is acceptable to the City; for
an initial one (1) year, with the option to extend for
four (4) additional one (1) year periods, for an
annual amount not to exceed $110,000.00;
allocating funds therefore from the Department of
Risk Management, Account Code No.
515001.62 4401.6.6 50.
�j Acting Director of Purchasing
Date
AwardRFLI02-03-032InsurBroker
03- 228
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I=uazy 26, 2003
Chy of W"Md
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3500 Psa Amaricm Drip
bfmci, M 33133-5564
M- RM 02-03-032
- Lv=mca Brolmw Srnires
Dew J&. Aw;ofa:
jam ;tlj ;dm 01:34PM P1
T-750 P.201/005 F -1T/
As Cb Wpeman of the Evslu than Coraomttee Crotmtuittee7 fat Tba above sarvixs for am City of )rm= , it
is mY rm=-b tY to osw Oa fimingc and reawramMico of fisc Cov=uw—
The City imed an RM for Ituutsa w Brokaa,ge Savicea on Demba 6s 2002. and boar (4) rasp==
were recerred by Decetaber 30, ZOOZ 1be Lwaluatioa C=mitm ("Commiaee'), appoimd by the Cit►
Mamso, met an Jany 7, 2003 and Jmmy 24, 2003, and was con pitiocd of the i+oMwiaog is dl"daals:
!. Elliott F3ix11�. lliak �amagstae�t Admiais�ar
2. Jobn PdMo, Risk >>VBauapu ms Coasub nt
3. Stuazt A. ?14yas, Choc, F�peit Advisor oat $iak Afamagemttu
The C a=mitl= d iseussed the w acus o f ibe four (4) ova aad vapotm Ve Fop=* sd evga*W
each puraat to the Mr's R= Fo&ming diacussica sad ddhaacan. the C=mz*mee reooaaneads the
falkwiag tbreo (3) Pwpown, ia. =* aider.
t. Brava azdDclo lac.
2. Sit 01+oba1 Psaums, I=
S. Att,y' sr J. Qallsrhm dt Co.
Sbould con== ncgotmm= fat wn& flus top ranked Srm. Draw and Bravro, Inc., d* Comaatlse
saoaummads rise Cisy negama with dbe secs rzabd Sm sad so on, umrsl a mpfuftd cacbact is
tadsbc sy m dw Cny.
Should you sonsvr wish ana• zeeemaeead:tia� plum ixtdfoax balaar.
Onb" of the Bvwuad= Cammamc. I would him to aloe ibis oppaeamity io d+mkyou for ailumn us w
paw in this wacdnwWc andoecwm for *e City ofMiwai.
03-- 228
CITY OF MIAMI, FLORIDA
EVALUATION OF RFLI NO. 02-03-032
Insurance Brokerage Services
Raters
# 1: Elliott Fixler, Risk Management Administrator
# 2: John Petillo, Risk Management Consultant
# 3: Stuart A. Myers, Chair, Expert Advisor on Risk Management
} / ' ��
Approved by: . l' Approved by:
Michael A. Rath, Acting Director
Chief Procurement Officer
Date: 2 • ` V
Director / Designee
03- 228
Rater 1 Rater 2 Rater 3
Total
Average
Rankin
Brown and Brown, Inc.
28.00
33.00
33.00
94.00
31.33
1
Summit Global Partners, Inc.
30.00
27.00
27.00
84.00
28.00
2
Arthur J. Gallagher & Co.
28.00
27.00
27.00
82.00
27.33
3
AON Risk Services
14.00
13.00
13.00
40.00
13.33
4
Raters
# 1: Elliott Fixler, Risk Management Administrator
# 2: John Petillo, Risk Management Consultant
# 3: Stuart A. Myers, Chair, Expert Advisor on Risk Management
} / ' ��
Approved by: . l' Approved by:
Michael A. Rath, Acting Director
Chief Procurement Officer
Date: 2 • ` V
Director / Designee
03- 228