Agenda 12/14/2010 Item #16E 2
Agenda Item No. 16E2
December 14, 2010
Page 1 of 3
EXECUTIVE SUMMARY
Recommendation to award RFP#10-5442, Group Insurance Brokerage and
Actuarial Services to Willis of Tennessee, Inc., d/b/a Willis of Florida in the
estimated amount of $94,000 per year.
OBJECTIVE: To select a vendor to provide group insurance brokerage, consulting, and
actuarial services in support of the county's group insurance program.
CONSIDERATION: The Board of Commissioners through the Risk Management
Department offers a comprehensive group insurance program to its employees and their
eligible dependents. .
In order to properly manage the program, the County enters into an actuarial and
benefits consulting professional services agreement to obtain the services necessary to
administer the program. These services include completion of the required filings with
the Florida Department of Insurance pursuant to Florida Statutes 112.08; the
development of prospective rates for the budget; the completion of a critical factor
analysis to identify cost drivers; the development and monitoring of local
physician/hospital fee schedules and their performance including assistance to the
Collier Healthcare Consortium; assistance in developing plan design structure and cost
estimates; development of short term disability rates; the provision of legal and tax
advice relative to Section 125. COBRA, HIPAA, GASB 45 and other regulations; and
assistance with the compliance requirements pursuant to the Patient Affordability and
Accountability Act of 201 O.
In addition to the above, insurance brokerage services are provided which include the
selection of third party administration claims and flexible spending account services; the
selection of pharmacy benefit management services; the selection of life, accidental
death and dental insurance; and the placement of group health excess insurance.
The existing agreement will expire on December 31, 2010. In anticipation of this, the
Purchasing Department established a selection committee and RFP#10-5442 was
released to interested firms. A total of three firms submitted proposals. The selection
committee met on October 1, 2010 and the proposals were scored. The unanimous
consensus of the committee resulted in the following ranking of the firms.
1) Willis of Florida
2) Gallagher
3) Milliman, Inc.
A three year agreement with the option to renew for two additional one year periods has
been negotiated and is included as part of this request for approval. The commencement
.-- date of the agreement is January 1, 2011.
AlJ8nda Item l'Jo.1 fiE2
December 14, 2010
Page 2 of 3
FISCAL IMPACT: The annual fees are $94,000 per year for the core services provided
under the contract. Funds are budgeted within Fund 517, Group Health and Life for this
purpose.
GROWTH MANAGEMENT IMPACT: There is no growth management impact
associated with this item.
LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney's Office and
is legally sufficient for Board action. - CMG
RECOMMENDATION: That the Board approves the award of RFP# 10-5442 to Willis of
Tennessee, Inc. d/b/a Willis of Florida for Group Benefit Brokerage and Actuarial
Services authorizing the Chairman to execute the agreement for services.
PREPARED BY: Jeff Walker, CPCU, ARM. Director, Risk Management
Item Number:
Item Summary:
Meeting Date:
Agenda Item No. 16E2
December 14, 2010
Page 3 of 3
COLLIER COUNTY
nOAPD OF COUNTY COMMISSIOIoIERS
1CL2
r~eccll1rncrl(j8liol1 to ;]'NClrd HFP# 1 0-5442, Group Insurance Brokerage and Actuarial Services to
~rvillis of Tcrmcssec, Inc d/b/a Willis of Florida III the estimated amount of $94,000 per year.
12/14/201090000 AM
Prellared By
Jeffrey A. Wi:llkcr, CPCU,
ARM
Administrative SNvico$
Division
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Date
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Appl"Oved B.y
Jpflrey A. Walhel'. C-PCU.
ARM
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