Department
Finance
Requested Action (Identify appropriate Action or Motion, purpose, cost, timeframe, etc.)
title
Request approval of a recommended proposal - Finance Department, 21RFP10251C-MH, Life and Disability Broker Services in the amount of $95,000.00 with Benalytics Consulting Group, LLC (Marietta, GA) to provide life and disability broker services effective upon BOC approval through December 31, 2022 with two renewal options. (APPROVED)
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Requirement for Board Action (Cite specific Board policy, statute or code requirement)
In accordance with Purchasing Code Section 102-374 and 102-375, all competitive sealed proposals shall be forwarded to the Board of Commissioners for approval.
Strategic Priority Area related to this item (If yes, note strategic priority area below)
Open and Responsible Government
Commission Districts Affected
All Districts ☒
District 1 ☐
District 2 ☐
District 3 ☐
District 4 ☐
District 5 ☐
District 6 ☐
Is this a purchasing item?
Yes
Summary & Background (First sentence includes Agency recommendation. Provide an executive summary of the action that gives an overview of the relevant details for the item.)
Scope of Work: This contract will provide professional insurance brokerage services to include but not limited to the marketing/placement of life & disability, voluntary benefits insurance coverages, claim advocate services, and related insurance/program consulting services.
Community Impact: None
Department Recommendation: The Finance Department recommends approval.
Project Implications: None
Community Issues/Concerns: None
Department Issues/Concerns: None
Contract & Compliance Information (Provide Contractor and Subcontractor details.)
Contract Value: $95,000.00
Prime Vendor: Benalytics Consulting Group, LLC
Prime Status: African American Male Business Enterprise-Certified
Location: Marietta, GA
County: Cobb County
Prime Value: $95,000.00 or 100.00%
Total Contract Value: $95,000.00 or 100.00%
Total M/FBE Value: $-0-
Exhibits Attached (Provide copies of originals, number exhibits consecutively, and label all exhibits in the upper right corner.)
Exhibit 1: Evaluation Committee Recommendation Letter
Exhibit 2: Contractor Performance Memo
Contact Information (Type Name, Title, Agency and Phone)
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Melissa Barnett, Benefits Manager (404) 612-4243
Ray Turner, Deputy Finance Director, (404) 612-7737
Contract Attached
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No
Previous Contracts
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No
Total Contract Value
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Original Approved Amount: |
$0.00 |
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Previous Adjustments: |
$0.00 |
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This Request: |
$95,000.00 |
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TOTAL: |
$95,000.00 |
Grant Information Summary
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Amount Requested: |
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☐ |
Cash |
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Match Required: |
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☐ |
In-Kind |
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Start Date: |
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☐ |
Approval to Award |
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End Date: |
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☐ |
Apply & Accept |
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Match Account $: |
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Fiscal Impact / Funding Source
Funding Line:
725 999 P001 1243: Risk Management fund, Non-Agency, Claims
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Key Contract Terms |
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Start Date: 6/1/2022 |
End Date: 12/31/2022 |
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Cost Adjustment: |
Renewal/Extension Terms: 2 |
Overall Contractor Performance Rating:
Would you select/recommend this vendor again?
Choose an item.
New Vendor
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Report Period Start: |
Report Period End: |
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N/A |
N/A |