Addendum_2_-_Broker_Services_Medical_Dental_Vision_Firefighter_Cancer_&_Life_Insurance_Benefits.docx

CITY OF HOLLY HILL

BROKER SERVICES, MEDICAL, DENTAL, VISION, FIREFIGHTER CANCER, AND LIFE INSURANCE BENEFITS

RFP # 26-HR-01

Addendum # 2 March 26, 2026

ADDENDUM CLARIFICATION: PRICING INSTRUCTIONS

Purpose: This addendum clarifies pricing instructions and updates the RFP to reflect changes to Section 5.1.5 Premiums and Fees and the Evaluation Criteria heading and description for Plan Cost, Illustrative Market Pricing & Past Performance.

Notice: This addendum consists of 2 pages and updates Section 5.1.5 Premiums and Fees as well as the Evaluation Criteria. Proposers must review all pages to ensure full compliance with submission requirements.

Proposers are reminded that they may not contact insurance carriers or obtain carrier-specific quotes on behalf of the City prior to award.

All pricing submissions requested in this RFP must be included as follows:

1. Broker/Consultant Compensation (Actual): Proposers shall provide their complete, binding compensation structure, including all fees, commissions, or other remuneration. This is the amount the City would pay the selected broker.

2. Insurance Plan Premiums and Rates (Illustrative Only): Proposers shall provide non-binding estimates for medical, dental, vision, firefighter cancer, and life insurance based on their knowledge of the market, publicly available data, or anonymized client experience. These figures must not be obtained on behalf of the City and must be clearly labeled “for evaluation purposes only.”

3. Historic Results / Past Performance: Proposers are encouraged to provide examples from other clients demonstrating their ability to control costs, optimize plan design, and deliver improved benefits. Examples may be anonymized and may include percentages or outcomes. These examples are intended to demonstrate capability and are not considered actual quotes for the City.

Continued on next page — see full evaluation criteria and scoring

Qualifications of Firm –

1. Demonstrates strong knowledge in providing, structuring, and administering municipal employee benefit programs. (0–5 pts)

2. Shows a proven history of successfully delivering municipal insurance coverages and benefit plan administration. (0–10 pts)

3. Firm size, structure, and financial capacity adequate to serve a municipal client. (0–5 pts)

Experience of Team

1. Key team members have direct experience providing municipal employee benefit programs. (0–10 pts)

2. Team qualifications and expertise sufficient to manage the city’s benefit program effectively. (0–5 pts)

Responsiveness to Scope & Technology (20 Points)

1. Demonstrates understanding of the full scope of services requested in the RFP. (0–10 pts)

2. Ability to meet all principal areas defined in the RFP Scope of Services. (0–5 pts)

3. Technology and administrative capabilities (portals, reporting, enrollment support). (0–5 pts)

Plan Cost, Illustrative Market Pricing & Past Performance

1. Broker/Consultant Compensation (Actual) — 20 pts Complete, binding broker fees, including all commissions, flat fees, or other payments.

2. Insurance Plan Pricing & Past Performance (Illustrative Only)— 15 pts Illustrative estimates for evaluation purposes only (not actual quotes) for medical, dental, vision, firefighter cancer, and life insurance based on market knowledge or anonymized client experience.

Historic successes with other clients demonstrating actual cost savings, improved benefits, or optimized plan structures.

References – Quality of public-sector client references

1. Public-sector client references demonstrating successful delivery of similar services. (0–10 pts)

Disclaimer: This addendum was posted on Vendor Link. It is the sole responsibility of the bidder to confirm that all addenda have been received prior to submitting bid and acknowledge such in the bid documents.