HomeMy Public PortalAbout15-9029 Enter into and Agreement w/ Sapoznik Insurance and Associates Sponsored by: City Manager
RESOLUTION NO. 15-9029
A RESOLUTION OF THE CITY COMMISSION OF THE CITY
OF OPA-LOCKA, FLORIDA, AUTHORIZING THE CITY
MANAGER TO ENTER INTO AN AGREEMENT WITH
SAPOZNIK INSURANCE AND ASSOCAITES, LLC, AS THE
MOST RESPONSIVE AND RESPONSIBLE PROPOSER TO THE
CITY'S REQUEST FOR PROPOSALS (RFP) FOR AGENT OF
RECORD; PROVIDING FOR INCORPORATION OF
RECITALS; PROVIDING FOR AN EFFECTIVE DATE
WHEREAS, The City of Opa-locka issued an RFP for Agent of Record in order to
provide these services to the City; and
WHEREAS, the City received six applications and the Selection Commission met on
June 11th, 2015 to evaluate the proposals; and
WHEREAS, the Evaluation Committee ranked Sapoznik Insurance and Associates, LLC
as the most responsive bidder.
NOW, THEREFORE, BE IT DULY RESOLVED BY THE CITY COMMISSION
OF THE CITY OF OPA-LOCKA,FLORIDA:
Section 1. The recitals to the preamble herein are incorporated by reference.
Section 2. The City Commission of the City of Opa-locka hereby authorizes the City
Manager to enter into an Agreement with Sapoznik Insurance Associates, LLC to serve as to
City's Agent of Record.
PASSED AND ADOPTED this 8`" day of July, 2015.
Resolution No. 15-9029
.4"
r Y•A �YLOR
MAYOR
Attest to: Approved as to form and legal sufficiency:
( .
i
anna Flores Vincent T. Brown, Esq.
V ity Clerk BROWN LAW GROUP, LLC
City Attorney
Moved by: COMMISSIONER SANTIAGO
Seconded by: COMMISSIONER KELLEY
Commission Vote: 4-0
Commissioner Kelley: YES
Commissioner Pinder: YES
Commissioner Santiago: YES
Vice-Mayor Holmes: NOT PRESENT
Mayor Taylor: YES
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City of Opa-Locka
Agenda Cover Memo
Commission Meeting 06/24/2015 Item Type: Resolution Ordinance Other
Date: 06/24/2015 X
(EnterX in box)
Fiscal Impact: Ordinance Reading: 1st Reading 2nd Reading
(EnterX in box) Yes No (EnterX in box)
x Public Hearing: Yes No Yes No
(EnterX in box) X x
Funding Source: (Enter Fund&Dept) Advertising Requirement: Yes No
Ex: (Enter X in box) X
Account#
Contract/P.O.Required: Yes No RFP/RFQ/Bid#:
(Enter X in box) X 15-0106100
Agent of Record
Strategic Plan Related Yes No Strategic Plan Priority Area: Strategic Plan Obj./Strategy: Gist the
(Enter X in box) X specific objective/strategy this item will address)
Enhance Organizational ED For the interest of
Bus.&Economic Dev -? employee safety,health,
Public Safety - environment,and
Quality of Education 0 business operations in the
Qual.of Life&City Image I City.
Communcation
Sponsor Name Department:
City Manager City Manager
Short Title:
Agent of Record
Staff Summary:
The City issued an RFP for Agent of Record in order to enter into an agreement with a responsible and
experienced firm to provide this service. It would be the recommendation of staff to enter into an
agreement with Sapoznik Insurance & Associates, LLC. as the most responsible proposer.
* :sra?1
Proposed Action:
Staff recommends approval in the interest of business operations in the City.
Attachment:
(1) Total of proposed companies
(2) Evaluation summaries
(3) Evaluation sheets
(4) Resolution 15-8959
vif f f
tiro
MEMORANDUM
To: Mayor Myra L.Taylor
Vice Mayor Timothy Holmes
Commissioner Joseph L. Kelley
Commissioner Terence Pind r
Commissioner Luis B. Santiag
From: Kelvin L. Baker, Sr., City Manage
Date: June 18, 2015
Re: Award of Contract for Agent of Record
REQUEST: A RESOLUTION OF THE CITY COMMSSION OF THE CITY OF OPA-
LOCKA FLORIDA AUTHORIZING THE CITY MANAGER TO ENTER INTO AN
AGREEMENT WITH SAPOZNIK INSURANCE & ASSOCIATES, LLC, AS THE MOST
RESPONSIVE AND RESPONSIBLE PROPOSER TO THE CITY'S REQUEST FOR
AGENT OF RECORD.
Description: The City issued an RFP for Agent of Record in order to enter into an agreement
with a responsible and experienced firm to provide services with the City. A total of six (6)
vendors submitted proposals: (1) Brown & Brown Employee Benefits Consulting; (2) Kahn
Carlin Trusted Choice; (3) Citrin Financial & Insurance; (4) Gelin Benefits Group; (5) Sapoznik
Insurance & Associated, LLC; (6) Brown & Brown of Florida, Inc. The Evaluation committee met
on June 11, 2015 to review the bid results.
Financial Impact: For medical coverage commission percentage rate is five percent (5%).
Implementation Timeline: As soon as possible.
Legislative History: Resolution number 15-8959
Analysis: Below is a table of the amounts proposed by each bidder:
SUMMARY TOTALS
Sapoznik 470
Brown & Brown of
Florida 440
Brown & Brown
Employee 414
Citrin Financial &
Insurance 396
Kahn Carlin Trusted
Choice 386
Gelin Benefits Group 381
It would be the recommendation of staff to enter into an agreement with Sapoznik Insurance &
Associates, LLC as the most responsive proposer for Agent of Record.
Attachments: (1) Total of proposed companies
(2) Evaluation summaries
(3) Evaluation sheets
(4) Resolution 15-8959
Prepared By: Rose McKay, Purchasing Officer
RFP 15-0106100 AGENT OF RECORD REVIEW JUNE 11, 2015 2:00PM
PROJECT EXPERIENCE&
PRICE PROPOSAL APPROACH QUALIFICATIONS REFERENCES
max pts 35 max pts 30 max pts 25 max pts 10 TOTAL
Brown& Brown
Employee
Anyelina 35 20 10 5
T C 35 15 24 7
Mary 35 28 24 8
Kierra 35 20 21 9
Gregory 35 23 20 5
TOTAL 175 106 99 34 414
Kahn Carlin Trusted
Choice
Anyelina 34 10 10 5
T C 34 10 22 8
Mary 34 28 21 8
Kierra 34 15 20 9
Gregory 34 20 23 7
TOTAL 170 83 96 37 386
Citrin Financial &
Insurance
Anyelina 33 10 10 5
T C 33 15 23 10
Mary 33 25 21 9
Kierra 33 15 20 10
Gregory 33 25 25 8
TOTAL 165 90 99 42 396
Gelin Benefits Group
Anyelina 32 20 10 5
T C 32 20 10 8
Mary 32 26 20 8
Kierra 32 17 19 9
Gregory 32 22 20 7
TOTAL 160 105 79 37 381
Sapoznik
Anyelina 32 30 25 10
T C 32 29 21 10
Mary 32 30 25 10
Kierra 32 29 23 10
Gregory 32 27 23 8
TOTAL 160 145 117 48 470
Brown & Brown of
Florida
Anyelina 35 20 15 5
T C 35 30 25 10
Mary 35 29 23 10
Kierra 35 20 20 5
Gregory 35 21 23 9
TOTAL 175 120 106 39 440
SUMMARY TOTALS
Sapoznik 470
Brown & Brown of
Florida 440
Brown & Brown
Employee 414
Citrin Financial &
Insurance 396
Kahn Carlin Trusted
Choice 386
Gelin Benefits Group 381
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By signing below you are acknowledging receipt of the following proposals as submitted
in response to the City of Opa-locka RFP NO. 15-0106100
REQUEST FOR PROPOSALS (RFP) NO. 15-0106100
Agent of Record
NAME OF COMPANY #of Copies
1. Brown& Brown Employee Benefits Consulting 5 Copies/ 1 CD
And Brokerage Services
14900 NW 79`h Court,Ste.200
Miami Lakes,FL 33016
Tele:305.714.4400
Email:me.astellanost bbmia.com
Contact: Martha Castellanos, Employee Benefits Leader
2. Kahn Carlin Trusted Choice 5 Copies/ 1 CD
3350 South Dixie Highway
Miami,FL 33133
Tele:305.446.2271
Fax: 305.448.3127
Email: ItraegerC kahn-cartin.com
Contact: Laura Traeger,AAI, CPIW,President
3. Citrin Financial & Insurance 5 Copies/ 1 CD
300 715`Street,Ste.300
Miami Beach,FL 33141
Tele:305.591.0999
Fax: 305.861.0032
Email: chascitrin(q aol.com
Contact: Charles A. Citrin, President
4. Gelin Benefits Group 5 Copies/ I CD
6750 N.Andrews Avenue,Ste.200
Fort Lauderdale,FL 33309
Tele: 954.947.6867
Contact: Elberg Mike Gelin,President
1
5. Sapoznik 5 Copies/ 1 CD
1100 NE 163`d Street, 2nd Floor
North Miami Beach, FL 33162
Tele: 305.948.8887
Fax: 305.576.0644
Email: EugeneM1 Sapoznik.cont
Contact: Rachel Sapoznik,CEO
6. Brown & Brown of Florida, Inc. 5 Copies/ 1 CD
220 S.Ridgewood Avenue
Daytona Beach,FL 32114
Tele: 386.333.6008
Fax: 386.238.8919
Email: dmcclintock0 bbdaE tona.com
Contact: Danielle McClintock, GBA,GBDS, Account Executive
Received hy:Office of the City rnager Date: 06/02/2015
Sponsored by: Commissioner Pinder
RESOLUTION NO. 15-8959
A RESOLUTION OF THE CITY COMMISSION OF THE
CITY OF OPA-LOCKA, FLORIDA, DIRECTING THE CITY
MANAGER TO ISSUE A RFQ FOR AGENT OF RECORD
FOR THE CITY OF OPA-LOCKA AND BRING BACK A
RECOMMENDATION TO THE CITY COMMISSION;
PROVIDING FOR INCORPORATION OF RECITALS;
PROVIDING FOR AN EFFECTIVE DATE
WHEREAS, the City of Opa-locka entered into an agreement with Citrin
Financial Insurance, Inc., which currently serves as Agent of Record for the City of
Opa-locka; and
WHEREAS, the Agent of Record serves as an insurance agent for the City;
and
WHEREAS, the City's insurance is a expensive item and the City would
benefit from competition for the position of City Insurance Agent.
NOW, THEREFORE, BE IT RESOLVED THAT THE CITY COMMISSION
OF THE CITY OF OPA LOCKA,FLORIDA:
Section 1.The recitals to the preamble herein are incorporated by reference.
Section 2.The City Commission hereby directs the City Manager to
issue an RFQ for Agent of Record and come back before the City Commission for
final selection.
Section 3.This Resolution shall take effect immediately upon adoption.
Resolution No. 15-8959,
PASSED AND ADOPTED this 13th day of April, 2015.
f
M r. . aylor
Mayor
Attest to: Approved as to form and legal sufficiency:
Ii
'NO\iki. l�
J 4,Anna Flores VINCENT T. BROWN, Esq.
City Clerk The Brown Law Group, LLC
City Attorney
Moved by: COMMISSIONER PINDER
Seconded by: COMMISSIONER SANTIAGO
Commissioner Vote: 4-0
Commissioner Kelley: NOT PRESENT
Commissioner Pinder: YES
Commissioner Santiago: YES
Vice Mayor Holmes: YES
Mayor Taylor: YES