RFP_04-26__PROPOSAL_RECEIPT_LOG.pdf

This is a Proposal Receipt Log document for the Utilities Commission, City of New Smyrna Beach, Florida, detailing responses received for Request for Proposal (RFP) 04-26 for an Insurance Agent of Record. The RFP seeks an agent to provide comprehensive benefits consulting and plan management services for approximately 180 full-time employees, covering group health, dental, basic life and accidental death & dismemberment, vision, long-term disability, and supplemental insurance products. Proposals were due electronically by January 27, 2026, at 2:30 PM, with bid opening scheduled for 3:00 PM the same day. The initial contract term is one year, with potential renewals for up to three additional one-year periods upon mutual agreement, and either party may terminate with 30 days' written notice.

Four responses were received by the deadline from Digital Insurance, LLC (Orlando, FL), Gallagher Benefit Services, Inc. (Miami, FL), Marsh McLennan Agency (Clearwater, FL), and Risk Management Associates, Inc. (Daytona Beach, FL). Risk Management Associates is the current incumbent provider. Evaluation criteria are weighted across five factors totaling 100 points: Experience (40 points), Project Schedule (10 points), Capability & Past Performance References (15 points), Pricing (30 points), and Completed Forms (5 points). Proposers must be licensed in Florida, maintain a staffed Central Florida office, and demonstrate at least four years of experience as a full-service broker/agent for a Florida local government entity. The Utilities Commission's primary goal is maintaining sustainable premium rates without reducing current benefit levels, with preferred professional qualifications including full HIPAA compliance and certifications such as Certified Employee Benefit Specialist (CEBS).