HomeMy WebLinkAbout2014-01-28 - AGENDA REPORTS - ALLIANT/LBW/VINSA INSURANCE (2)CONSENT CALENDAR
DATE:
SUBJECT:
DEPARTMENT:
Agenda Item: 2
CITY OF SANTA CLARITA
AGENDA REPORT
City Manager Approval
Item to be presented by:
January 28, 2014
Joseph Oerum
AWARD CONTRACT TO ALLIANT/LBWNINSA INSURANCE
ASSOCIATES FOR INSURANCE BROKERAGE SERVICES
City Manager's Office
RECOMMENDED ACTION
City Council:
1. City Council authorize the City Manager to enter into a professional services agreement with
Alliant/LBWNINSA Insurance Associates for insurance brokerage services for the City of Santa
Clarita, not to exceed a total of $120,000 over a three-year period.
2. Authorize the City Manager or designee to modify all documents to contract with the next
lowest and/or qualified bidder/proposer in the event the awardee is unable to fulfill its obligations
or perform, subject to City Attorney final document approval, and execute up to two annual
renewal options not to exceed the annual bid amounts, plus CPI adjustments, contingent upon the
appropriation of funds by the City Council in the annual budget for such fiscal year.
BACKGROUND
Periodically Risk Management staff review ongoing services and programs as a sensible course
of action from a fiscal and fairness prospective. Therefore, staff solicited Request for Proposals
(RFP) from regional and local insurance brokers. The purpose for soliciting this contractual
agreement is to secure a brokerage firm with the experience necessary to successfully provide
large multi -faceted municipal organizations with insurance brokerage and risk management
services, at the best price available.
On October 1, 2013, the RFP was published, 28 vendors were notified of the proposal request,
and 23 vendors downloaded the solicitation. Response proposals were received by four vendors:
Alliant/LBWNINSA Insurance Associates, AON, Arthur J. Gallagher, and Keenan Associates.
The proposals were reviewed by an internal review panel, (which included members from Risk
Management and Human Resources) analyzed, and given scores. The proposals were evaluated
based on company resources, the organization and personnel, scope of work, and client
references. Following review of the proposals, the panel interviewed two respondents.
After careful consideration, the panel selected Alliant/LBWNINSA Insurance Associates as the
recommended finalist. Risk Management verified Alliant/LBWNINSA Insurance Associates
references, and each reference conveyed they have an excellent partnership with them and
recommended the firm. VINSA Insurance Associates will be the lead agency in respects to
servicing and coordination with the respective insurance programs utilized by the City.
LBW, located in Valencia, will be active in the safety and loss control programs being utilized by
the City. LBW will also work in coordination with the City in acting as a resource for City
vendors in their efforts to comply with insurance requirements mandated by City agreements.
Alliant is one of the leading national brokerage firms in respects to working with public entities.
Alliant, which offers several exclusive programs designed for public entities, will assist in
coordination of marketing efforts. Staff believes that along with the LBW arm being a local
presence, Alliant/LBWNINSA Insurance Associates will put in place insurance coverage that
will prove to be the utmost benefit to the City and therefore recommends they be awarded the
contract as the provider of insurance brokerage services for the City.
ALTERNATIVE ACTIONS
Other action as identified by the City Council.
FISCAL IMPACT
Adequate funds for this project were appropriated during the Fiscal Year 2013-2014 budget
process in Account #12001-5161.001.