Three-Question Matrix and Reference Checks. RFP Number: R P1 Agent/Broker Insurance Services

Transcription

1 Page 1 of 31 Three-Question Matrix and Reference Checks RFP Number: R P1 Agent/Broker Insurance Services Ranking 1 2 Firm Name Arthur J. Gallagher Risk Management Services, Inc. Alliant Insurance Services, Inc. Questions 1. Have the vendors taken any exceptions to the County's Standard Terms and Conditions? NO EXCEPTIONS NO EXCEPTIONS 2. Do the vendors have comparable government experience? Broward County BOCC Miami-Dade County BOCC Seminole County BOCC Orange County BOCC Palm Beach County BOCC Pinellas County BOCC Fort Lauderdale/Hollywood International Airport Chicago O Hare International Airport Denver International Airport Charlotte/Douglas International Airport Miami International Airport Orlando International Airport Broward County Port Everglades Jacksonville Port Authority Manatee County Port Authority Port of Miami Crane Management Cleveland-Cuyahoga County Port Authority Ogdensburg Bridge and Port Authority Marion County Charlotte County BOCC Martin County BOCC Manatee County Napa County Orange County Saint Paul International Airport Oakland International Airport Seattle-Tacoma International Airport Sacramento International Airport San Francisco International Airport John Wayne International Airport Port of Los Angeles Port of Long Beach Port of Oakland Port of San Diego Port of Seattle Port of Tacoma 3. Have the vendors references been checked? YES (Attached) YES (Attached)

2 Vendor Reference Verification Form Exhibit 3 Page 2 of 31 Broward County Solicitation No. and Title: Reference for: (Name of Firm) Organization/Firm Name providing reference: R P1, Agent/Broker Insurance Services Alliant Insurance Services CSAC Excess Insurance Authority Contact Name: Michael Fleming Reference date: December 28, 2015 Contact mfleming@csac-eia.org Contact Phone: (916) Name of Referenced Project: Property and Casualty Placements Contract No. N/A Date Services Provided: 1984 to date Project Amount: Multi-million annually Vendor s role in Project: Prime Vendor Would you use this vendor again? Yes No Subconsultant/Subcontractor Description of services provided by Vendor: Alliant places reinsurance and/or excess insurance for WC, Property, and Liability lines of coverage. Our membership includes 55 out of the 58 counties in the State of California. Alliant also consults with and makes recommendations to our Committees and Board with respect to the structure of programs and involvement of commercial insurance coverage. Alliant takes a direct consultative role with our County members related to their risk financing needs. Please rate your experience with the referenced Vendor: 1. Vendor s Quality of Service a. Responsive b. Accuracy c. Deliverables 2. Vendor s Organization: a. Staff expertise b. Professionalism c. Turnover 3. Timeliness of: a. Project b. Deliverables 4. Project completed within budget 5. Cooperation with: a. Your Firm b. Subcontractor(s)/Subconsultant(s) c. Regulatory Agency(ies) Needs Improvement Satisfactory Excellent Not Applicable Additional Comments: (provide on additional sheet if needed) We have had a 32 year relationship with Alliant (formerly the Robt F. Driver Co). Our needs are complex and membership of counties is diverse (very small rural to very large urban) and they have always and consistently received high marks on our annual customer satisfaction survey. All information provided to Broward County is subject to verification. Vendor acknowledges that inaccurate, untruthful, or incorrect statements made in support of this response may be used by the County as a basis for rejection, rescission of the award, or termination of the contract and may also serve as the basis for debarment of Vendor pursuant to Section of the Broward County Procurement Code.

3 Vendor Reference Verification Form Exhibit 3 Page 3 of 31 Broward County Solicitation No. and Title: R P1, Agent/Broker Insurance Services Reference for: (Name of Firm) Alliant Insurance Services Organization/Firm Name providing reference: World Risk Management (Manatee County BOCC) Contact Name: Michele Jones Reference date: 12/29/2015 Contact Michele_Jones@wrmllc.com Contact Phone: Name of Referenced Project: Manatee County BOCC Excess Property Placement Contract No. Date Services Provided: 2010 to Present Project Amount: $3,500,000 (Average Yearly) Vendor s role in Project: Prime Vendor Subconsultant/Subcontractor Would you use this vendor again? Yes No Description of services provided by Vendor: Please rate your experience with the referenced Vendor: 1. Vendor s Quality of Service a. Responsive b. Accuracy c. Deliverables 2. Vendor s Organization: a. Staff expertise b. Professionalism c. Turnover 3. Timeliness of: a. Project b. Deliverables 4. Project completed within budget 5. Cooperation with: a. Your Firm b. Subcontractor(s)/Subconsultant(s) c. Regulatory Agency(ies) Needs Improvement Satisfactory Excellent Not Applicable Additional Comments: (provide on additional sheet if needed) All information provided to Broward County is subject to verification. Vendor acknowledges that inaccurate, untruthful, or incorrect statements made in support of this response may be used by the County as a basis for rejection, rescission of the award, or termination of the contract and may also serve as the basis for debarment of Vendor pursuant to Section of the Broward County Procurement Code.

4 Vendor Reference Verification Form Exhibit 3 Page 4 of 31 Broward County Solicitation No. and Title: R P1, Agent/Broker Insurance Services Reference for: (Name of Firm) Alliant Insurance Services Organization/Firm Name providing reference: Port of Oakland Contact Name: Josh Schultz Reference date: 12/17/2015 Contact jschultz@portoakland.com Contact Phone: Name of Referenced Project: Port of Oakland OCIP Contract No. N/A Date Services Provided: Ongoing Project Amount: $230 Million + Vendor s role in Project: Prime Vendor Subconsultant/Subcontractor Would you use this vendor again? Yes No Description of services provided by Vendor: Among other services, Alliant manages the Port s Owner Controlled Insurance Program, including placement, administration, and safety consulting. Alliant also provides broking services for a number of our other insurance coverage lines. Services also included conversion of several projects from a prior program. Please rate your experience with the referenced Vendor: 1. Vendor s Quality of Service a. Responsive b. Accuracy c. Deliverables 2. Vendor s Organization: a. Staff expertise b. Professionalism c. Turnover 3. Timeliness of: a. Project b. Deliverables 4. Project completed within budget 5. Cooperation with: a. Your Firm b. Subcontractor(s)/Subconsultant(s) c. Regulatory Agency(ies) Needs Improvement Satisfactory Excellent Not Applicable Additional Comments: (provide on additional sheet if needed) Alliant has shown very creative problem solving abilities backed by a detailed knowledge of the OCIP market. Their team helped us resolve some interesting challenges including working with carriers to limit otherwise typical insurance policy exclusions to better accommodate the work we needed covered, and bringing a recent collateral snag to an agreeable resolution. In terms of day-to-day administration, they not only have a well-tested set of procedures, but have also demonstrated a great deal of flexibility in adjusting those procedures to accommodate the Port s existing processes.

5 Page 5 of 31

6 Vendor Reference Verification Form Exhibit 3 Page 6 of 31 Broward County Solicitation No. and Title: Reference for: (Name of Firm) Organization/Firm Name providing reference: R P1, Agent/Broker Insurance Services Alliant Insurance Services Skanska Contact Name: Robert Phillips Reference date: 12/11/2015 Contact Robert.Phillips@skanska.com Contact Phone: Name of Referenced Project: Contract No. LGP-001 LaGuardia Central Building Terminal Replacement (P3) Date Services Provided: Vendor s role in Project: Prime Vendor Subconsultant/Subcontractor Would you use this vendor again? Yes No Description of services provided by Vendor: Project Amount: $3,200,000,000 Insurance Advisory Work Pre Construction. Insurance Brokerage for all lines associated with a $3.2B Airport Renovation. Controlled Insurance Program Administration, Claims Management and Loss Control Services Please rate your experience with the referenced Vendor: 1. Vendor s Quality of Service a. Responsive b. Accuracy c. Deliverables 2. Vendor s Organization: a. Staff expertise b. Professionalism c. Turnover 3. Timeliness of: a. Project b. Deliverables 4. Project completed within budget 5. Cooperation with: a. Your Firm b. Subcontractor(s)/Subconsultant(s) c. Regulatory Agency(ies) Needs Improvement Satisfactory Excellent Not Applicable Additional Comments: (provide on additional sheet if needed) All information provided to Broward County is subject to verification. Vendor acknowledges that inaccurate, untruthful, or incorrect statements made in support of this response may be used by the County as a basis for rejection, rescission of the award, or termination of the contract and may also serve as the basis for debarment of Vendor pursuant to Section of the Broward County Procurement Code.

7 Vendor Reference Verification Form Exhibit 3 Page 7 of 31 Broward County Solicitation No. and Title: R P1, Agent/Broker Insurance Services Reference for: (Name of Firm) Alliant Insurance Services Organization/Firm Name providing reference: Coastal Construction Contact Name: Brandon Beane Reference date: 12/11/2015 Contact Bbeane@coastalconstruction.com Contact Phone: Name of Referenced Project: Rolling Contractor Controlled Insurance Program Contract No. N/A Date Services Provided: 2014 to Project Amount: More than $1 present Billion in Construction Vendor s role in Project: Prime Vendor Subconsultant/Subcontractor Would you use this vendor again? Yes No Description of services provided by Vendor: Alliant provides Contractor Controlled Insurance Program (CCIP) brokerage and administration for all of Coastal s large projects. Please rate your experience with the referenced Vendor: 1. Vendor s Quality of Service a. Responsive b. Accuracy c. Deliverables 2. Vendor s Organization: a. Staff expertise b. Professionalism c. Turnover 3. Timeliness of: a. Project b. Deliverables 4. Project completed within budget 5. Cooperation with: a. Your Firm b. Subcontractor(s)/Subconsultant(s) c. Regulatory Agency(ies) Needs Improvement Satisfactory Excellent Not Applicable Additional Comments: (provide on additional sheet if needed) Our Alliant brokered program is often compared head to head with Owner provided programs prepared by other brokers- Alliant s results (coverage & price) are consistently found superior than other brokers work product. Alliant makes Coastal look good. In the last few months, Alliant s work product for Coastal has won out against offerings from all of the large insurance brokerages. In addition prevailing on the coverage and price, Alliant s team is unparalleled. They have exceptional depth and expertise combined with tremendous customer focus.

8 Page 8 of 31 Arthur r J. Gallagher &Co. Page 58

9 Page 9 of 31 Arthur J. Gallagher & Co. Page 59

10 Page 10 of 31 Arthur r J. Gallagher aghe & Co. Page 60

11 Page 11 of 31 Arthur r J. Gallagher aghe & Co. Page 61

12 Page 12 of 31 Arthur J. Gallagher aghe & Co. Page 62

13 Page 13 of 31 Arthur J. Gallagher &Co. Page 63

14 Page 14 of 31 Arthur r J. Gallagher aghe & Co. Page 64

15 Page 15 of 31 Arthur J. Gallagher aghe & Co. Page 65

16 Page 16 of 31 Arthur J. Gallagher Risk Management Services Arthur r J. Gallagher aghe & Co. Page 71

17 Page 17 of 31 Arthur J. Gallagher aghe & Co. Page 75

18 Page 18 of 31 Arthur J. Gallagher aghe & Co. Page 76

19 Page 19 of 31 Arthur J. Gallagher aghe & Co. Page 80

20 Page 20 of 31 Arthur J. Gallagher aghe & Co. Page 81

21 Page 21 of 31 Arthur J. Gallagher aghe & Co. Page 82

22 Page 22 of 31 Arthur r J. Gallagher aghe & Co. Page 84

23 Page 23 of 31 Arthur r J. Gallagher aghe & Co. Page 88

24 Page 24 of 31 Arthur J. Gallagher & Co. Page 93

25 Page 25 of 31 Arthur J. Gallagher & Co. Page 94

26 Page 26 of 31 Arthur J. Gallagher & Co. Page 87

27 Page 27 of 31 Arthur J. Gallagher & Co. Page 88

28 Page 28 of 31 Arthur J. Gallagher & Co. Page 89

29 Page 29 of 31 Arthur J. Gallagher & Co. Page 90

30 Page 30 of 31 Arthur J. Gallagher & Co. Page 91

31 Page 31 of 31 Arthur J. Gallagher & Co. Page 92