Award Information

308 KB Posted

Attached to
Insurance Broker Services
Solicitation number
410-22
Issued by
Douglas County, Georgia

About this file

This is an Award Information document from Dawson County, Georgia, detailing the evaluation results for RFP #410-22 for Insurance Broker Services. The County sought qualified and licensed individuals or firms to assist with strategically planning, designing, and negotiating selective employee benefit programs. The RFP explicitly prohibited unsolicited contact with insurers or insurance market solicitation on behalf of the County. Questions and answers were to be submitted in writing to the Purchasing Manager by October 12, 2022, at 1:00 p.m., with all questions and responses posted to the County website and Georgia Procurement Registry by October 19, 2022. Mark III was awarded the contract on December 16, 2022.

The evaluation was conducted by three evaluators—Herman Thompson, Kristi Finley, and Erica D-Amico—across five scoring categories: Technical Experience of Firm, Company Background and Structure, Approach and Responsiveness to Scope of Work and Methodology, Qualifications of Staff, and References. Five firms were evaluated: Benalytics (57.33 average score), Epic Insurance (68.50 average score), Legacy Risk Solutions (0 points, not evaluated due to including price in technical response), Mark III (79.17 average score), and NFP (62.33 average score). Mark III achieved the highest technical score of 79.17 points. Proposed pricing included various employee benefit structures with medical, dental, vision, life and disability coverage, and voluntary benefits, with Mark III proposing medical coverage at $26.00 per employee along with specified dental and disability percentages. The County estimated 350 employees and did not guarantee a minimum or maximum contract value.

Text of this file

COST/ Technical

COMPANY EVALUATOR FINANCIAL SCORE

BENALYTICS Herman Thompson 6 12.5 18 7 14 57.5

Kristi Finley 7.5 15 24 6 12 64.5

Erica D-Amico 7.5 12.5 15 5 10 50

AVERAGE SCORE 7.00 13.33 19.00 6.00 12.00 57.33

TOTAL SCORE 21.00 40.00 57.00 18.00 36.00 #DIV/0! #DIV/0!

EPIC INSURANCE Herman Thompson 12 17.5 18 7 14 68.5

Kristi Finley 9 20 21 6 16 72

Erica D-Amico 12 15 18 6 14 65

AVERAGE SCORE 11.00 17.50 19.00 12.33 26.67 68.50

TOTAL SCORE 33.00 52.5 57.00 19.00 44.00 #DIV/0! #DIV/0!

LEGACY RISK SOLUTIONS Herman Thompson 0 0 0 0 0 0

Kristi Finley 0 0 0 0 0 0

Erica D-Amico 0 0 0 0 0 0

AVERAGE SCORE 0.00 0 0.00 6.33 14.67 0.00

TOTAL SCORE 0.00 0 0.00 0.00 0.00 0.00 0.00

MARK III Herman Thompson 10.5 17.5 21 8 18 75

Kristi Finley 13.5 20 24 9 18 84.5

Erica D-Amico 13.5 17.5 21 8 18 78

AVERAGE SCORE 12.50 18.33333333 22.00 8.33 18.00 79.17

TOTAL SCORE 37.50 55 66.00 25.00 54.00 #DIV/0! #DIV/0!

NFP Herman Thompson 9 15 21 6 14 65

Kristi Finley 7.5 15 18 6 12 58.5

Erica D-Amico 9 17.5 18 7 12 63.5

AVERAGE SCORE 8.50 15.83333333 19.00 14.67 30.67 62.33

TOTAL SCORE 25.50 47.5 57.00 19.00 38.00 #DIV/0! #DIV/0!

RFP #410-22 INSURANCE BROKER SERVICES

TECHNICAL EXPERIENCE OF

FIRM

COMPANY BACKGROUND &

STRUCTURE

APPROACH & RESPONSIVENESS

TO SCOPE OF WORK &

METHODOLOGY

QUALIFICATIONS

OF STAFF

REFERENCES

Tasks BENALYTICS EPIC INSURANCE

LEGACY RISK

SOLUTIONS MARK III

Total Cost to Dawson County for

Project

Employee Health Insurance

All Other Benefits

Total $0.00 $0.00 $0.00 $0.00

High/Low Variance 0.00 0.00 0.00 0.00

Value of 1 point

0.00

Grade Reduction #DIV/0! #DIV/0! #DIV/0! #REF!

Point (Max. 0) #DIV/0! #DIV/0! #DIV/0! #REF!

Fee Grade (pts x 0.0) #DIV/0! #DIV/0! #DIV/0! #REF!

RFP #410-22 INSURANCE BROKER SERVICES

Medical - 4%; Dental

- 5%; Vision - 10%;

Life & Disabililty -

10%; Voluntary

Benefits - 15% - 20%

(varies by provider).Replaceme nt technology included. Optional

File/Carrier connectivity expense paid by the County.

$10,150 per motnth, employee

Costs assumed on

350 employees.

Other Benefits - 5% of premium.

$2,000.00 is estimated

Not evaluated due to their technical response containing their price response.

Medical - $16.70 per employee per month;

Dental - 5%; Employee

Paid and Voluntary Life -

10%; Short Term/Long

Term Disability - 10%;

Vision- 10%

NFP

$0.00

0.00

#DIV/0!

#DIV/0!

#DIV/0!

Medical -

$26.00 per employee;

Dental - 4%;

Employer Paid

Life/Voluntary

Life - 10%; Short

Term Disability-

10%; Long Term

Disability - 10%

COMPANY

BENALYTICS 21 40 57 18 36 57 #DIV/0!

EPIC INSURANCE 33 53 57 19 44 69 #DIV/0!

LEGACY RISK SOLUTIONS 0 0 0 0 0 0 #DIV/0!

MARK III 38 55 66 25 54 79 #DIV/0!

NFP 26 48 57 19 38 62 #DIV/0!

Rounded up to nearest whole number

Contract Awarded To: Mark III

Contract Award Date: December 16, 2022

RFP #410-22 INSURANCE BROKER SERVICES

COMPANY

BACKGROUND AND

STRUCTURE

TECHNICAL

EXPERIENCE OF

FIRM

QUALIFICATIONS

OF STAFF

APPROACH & RESPONSIVENESS TO

SCOPE OF WORK &

METHODOLOGY

TECHNICAL

SCORE

Cost/

FINANCIAL

REFERENCES

#REF!

#REF!

#REF!

#REF!

#REF!

Total SCORE

Other files

File Type Posted
List of Proposals Received —
Addendum 1 —

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