RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 1 of 12
REFERENCES FOR Bolton Partners Inc.
COMPANY: Baltimore County Government
Eastern Shore of Maryland
Educational Consortium
Harford County Public Schools
Howard County Public Schools
Wicomico County Public Sector Consortium
CONTACT: Becky Ellis Milton Nagel Jean A. Mantegna Jeeni Griffin Carl E. Vincent,
Jr., CPA
TITLE: Health Insurance Administrator
Superintendent for Administrative
Services
Assistant Superintendent Benefits Manager
Risk Manager and Benefits
Analyst PHONE: 410-887-8292 410-479-2894 410-588-5226 410-313-1563 410-677-4567
LENGTH OF CONTRACT 15 years 23 years 16 years 22 years 19 years
PRODUCTS OFFERED BY VENDOR
Ongoing Health and Welfare
Services; OPEB Actuarial
Valuations; pension plan
valuations
Ongoing Health and Welfare
services; OPEB actuarial
valuations; RDS submissions
Ongoing Health and Welfare
services; OPEB actuarial
valuations; RDS submissions
Ongoing Health and Welfare
services; OPEB actuarial
valuations; RDS submissions
Ongoing Health and Welfare
services; OPEB actuarial
valuations; RDS submissions
CATEGORY
Quality of Service
Responsive Excellent Excellent Excellent Excellent Excellent Accuracy Excellent Excellent Excellent Excellent Excellent Deliverables Excellent Excellent Excellent Excellent Excellent
Organization Staff expertise Excellent Excellent Excellent Excellent Excellent Professionalism Excellent Excellent Excellent Excellent Excellent Turnover Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable
Timeliness Project Excellent Excellent Excellent Excellent Excellent Deliverables Excellent Excellent Excellent Excellent Excellent
Project Completed
within Budget
Excellent Excellent Excellent Excellent Satisfactory
Cooperation with:
Your Firm Excellent Excellent Excellent Excellent Excellent
Subcontractor(s)/Sub-consultant(s) Excellent Excellent Excellent Excellent Excellent
Regulatory Agency(ies) Excellent Excellent Excellent Excellent Excellent
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 2 of 12
REFERENCES FOR Bolton Partners Inc.
COMPANY: Baltimore County Government
Eastern Shore of Maryland
Educational Consortium
Harford County Public Schools
Howard County Public Schools
Wicomico County Public Sector Consortium
Additional Comments
Verified via: telephone email email email email
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 3 of 12
REFERENCES FOR Gelin Benefits Group
COMPANY: Center for
Independent Living of Broward
D. Stephenson Construction
Brindley Pieters & Associates
DataCore Software
Corporation City of Miramar
CONTACT: Corey Hinds Dinah Stephenson Brian C. Pieters Bettye Grant Natasha
Hampton
TITLE: CEO Chief
Administrative Officer
Executive VP Vice President Assistant City Manager
PHONE: 954-772-6400 954-315-7020 407-830-8700 954-605-8670 954-602-3338
LENGTH OF CONTRACT 2 years and 3 months
2 years and 6 months 5 months 5 years and
10 months 6 months
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 4 of 12
REFERENCES FOR Gelin Benefits Group
COMPANY: Center for
Independent Living of Broward
D. Stephenson Construction
Brindley Pieters & Associates
DataCore Software
Corporation City of Miramar
PRODUCTS OFFERED BY VENDOR
The Gelin Benefits Group manages the
group health and welfare program for
the Center for Independent Living of
Broward County. They do an excellent job of managing our
program, making sound
recommendation and servicing our employees
The Gelin Benefits Group manages the
group health and welfare program, open enrollment
process and renewal negotiations. We worked with Mike Gelin before he
started his firm and have full confidence in him and his team.
Throughout the year, our employees
contact their staff to help resolve issues
or disputes they have with the insurance companies. They
also keep us updated on changes in carrier networks, updates to the prescription drug coverages, and new product plans. We
receive monthly newsletters about
compliance, healthcare reform,
and wellness and we have access to their compliance attorney
in case we have additional questions. Each year, they issue an RFP to market our insurance coverage
to other carriers. Thankfully, we have
remained with United Healthcare for our
medical, dental, and life insurance with
minimal plan changes and
reasonable rate increases for the last six years. We also
receive a multiproduct discount from United for using
three insurance products with UHC.
Insurance brokerage and employee
benefits consulting services related to
the group health and welfare programs.
We worked with Mike Gelin while he
worked at prior firms and were thrilled to join him when he
started Gelin Benefits Group.
Gelin Benefits Group provided benefits
consulting and brokerage services in
2015. They were awarded the contract
for Benefits Consulting Services
at a September Commission
meeting. The contract begins in
January 2018
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 5 of 12
REFERENCES FOR Gelin Benefits Group
COMPANY: Center for
Independent Living of Broward
D. Stephenson Construction
Brindley Pieters & Associates
DataCore Software
Corporation City of Miramar
CATEGORY
Quality of Service
Responsive Excellent Excellent Excellent Excellent Excellent Accuracy Excellent Excellent Excellent Excellent Excellent Deliverables Excellent Excellent Excellent Excellent Excellent
Organization Staff expertise Excellent Excellent Excellent Excellent Excellent Professionalism Excellent Excellent Excellent Excellent Excellent Turnover Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable
Timeliness Project Excellent Excellent Excellent Excellent Excellent Deliverables Excellent Excellent Excellent Excellent Excellent
Project Completed
within Budget
Excellent Excellent Excellent Excellent Satisfactory
Cooperation with:
Your Firm Excellent Excellent Excellent Excellent Excellent
Subcontractor(s)/Sub-consultant(s) Excellent Excellent Excellent Excellent Excellent
Regulatory Agency(ies) Excellent Excellent Excellent Excellent Excellent Additional Comments
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 6 of 12
REFERENCES FOR Gelin Benefits Group
COMPANY: Center for
Independent Living of Broward
D. Stephenson Construction
Brindley Pieters & Associates
DataCore Software
Corporation City of Miramar
The Gelin Benefits Group has been
working with BPA since the company
started in 2015. We also worked with
Mike Gelin while he was with 2 previous firms. In total, we have worked with
Mike Gelin for about 6 years and we were happy to support him in his entrepreneurial endeavor. We highly recommend the Gelin Benefits Group as a trustworthy, honest,
and independent Benefits Consultant to Broward County Government. They offer a high level of
service and attention to detail to our staff
and their family members, update us on the latest trends and benchmarking results, and work
hard to ensure our health plan costs falls
within our yearly budget goals.
I have worked with Mike Gelin for over 6
years and I have found none better in
the industry. I highly recommend
Gelin Benefits Group. They are
very much in touch with customer requirements.
Verified via: email email email email email
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 7 of 12
REFERENCES FOR Gallagher Benefits Services Inc.
COMPANY: Broward Sheriff’s Office
City of Jacksonville City of Tampa
Monroe County Board of County
Commissioners
Palm Beach County Board of
County Commissioners
Broward County Public Schools
CONTACT: Elizabeth Parker Robert Parr Regina Lock Maria Gonzalez Andrea Mackey Dr. Dildra
Martin-Ogburn
TITLE: Benefits Manager
Chief of Comp and Benefits Risk Manager Benefits
Administrator Grp Ins Manager Director Benefits
PHONE: 954-831-8357 904-630-7583 813-274-5737 305-292-4450 561-233-5405 754-321-3100
LENGTH OF CONTRACT 4 years 5 years 15 years 8 years 3 years 3 years and 3 months
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 8 of 12
REFERENCES FOR Gallagher Benefits Services Inc.
COMPANY: Broward Sheriff’s Office
City of Jacksonville City of Tampa
Monroe County Board of County
Commissioners
Palm Beach County Board of
County Commissioners
Broward County Public Schools
PRODUCTS OFFERED BY VENDOR
Benefits Consultant
Employee Benefits
Consulting – All line
Gallagher Benefit
Services provides
consultant services for the City of
Tampa as it relates to all
employee and retiree
benefits. The City is very
pleased with the services.
Gallagher provides a
complete range of benefits consulting
services for all our lines of coverage.
They provide services related to state filings (112.08 and
GASB), compliance consulting,
benefit design and
contributions, budgeting, RFP
design and analysis, etc.
Consultant provides
comprehensive benefit consult
services, including actuarial services for County's self funded health
fund, analytical and advisory
services, assists with RFP analysis
and process, attends selection committee and
board meetings as required.
Consultant provides guidance
for changing regulations and topics such as
Affordable Care Act and other
emerging benefit issues.
Benefits Consulting Services
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 9 of 12
REFERENCES FOR Gallagher Benefits Services Inc.
COMPANY: Broward Sheriff’s Office
City of Jacksonville City of Tampa
Monroe County Board of County
Commissioners
Palm Beach County Board of
County Commissioners
Broward County Public Schools
CATEGORY
Quality of Service
Responsive Excellent Excellent Excellent Excellent Excellent Excellent Accuracy Excellent Excellent Excellent Excellent Excellent Excellent Deliverables Excellent Excellent Excellent Excellent Excellent Excellent
Organization Staff expertise Excellent Excellent Excellent Excellent Excellent Excellent Professionalism Excellent Excellent Excellent Excellent Excellent Excellent Turnover Not Applicable Excellent Excellent Excellent Excellent Excellent
Timeliness Project Excellent Excellent Excellent Excellent Excellent Excellent Deliverables Excellent Excellent Excellent Excellent Excellent Excellent
Project Completed
within Budget
Excellent Excellent Excellent Excellent Excellent Excellent
Cooperation with:
Your Firm Excellent Excellent Excellent Excellent Excellent Excellent
Subcontractor(s)/ Sub-consultant(s)
Not Applicable Excellent Excellent Excellent Excellent Excellent
Regulatory Agency(ies) Not Applicable Excellent Excellent Excellent Excellent
Not Applicable
Additional Comments
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 10 of 12
REFERENCES FOR Gallagher Benefits Services Inc.
COMPANY: Broward Sheriff’s Office
City of Jacksonville City of Tampa
Monroe County Board of County
Commissioners
Palm Beach County Board of
County Commissioners
Broward County Public Schools
Barbara Crowe, Michelle
Nathan and Glen Volk are
all very professional and it has
been a pleasure to work with
them
We have an excellent working
relationship with this vendor.
The current contract is for
three years with two (2) annual
renewal options. Palm Beach
County follows the competitive
proposal process for this agreement and has renewed
with Gallagher Benefit Services,
Inc. several times. The level of
service provided to us and their staff competence is
exceptional. If you will contact me to
verify this reference please
note I work Monday -
Thursday and have scheduled vacation from
07/25-/08/07/17.
Verified via: email email telephone email email email
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 11 of 12
REFERENCES FOR Wells Fargo Insurance Services USA, Inc. COMPANY:
School District of Palm Beach
County Florida
VITAS Healthcare
Mount Sinai Medical Center of
Florida
HEICO Corporation
Equity Residential
CONTACT: Dianne Howard Glen Sterling Ana Poveda Amirah Ackbarali Joseph Park
TITLE: Director Senior Director, Compensation &
Benefits
Director, Rewards & HR
Operations
ETG Group Controller
Director of Benefits
PHONE: 561-434-8414 305-350-5960 305-674-3960 954-744-7573 312-928-1365
LENGTH OF CONTRACT 5 years 14 years 3 years 3 years 3 years
PRODUCTS OFFERED BY VENDOR
Full benefits consulting, RFP preparation, and
summarizing compliance
issues as well as advice on
compliance issues.
Employee Benefits
Consulting Services
Employee benefit consulting
services for all employee benefits
Employee Benefits
Consultant: financial,
marketing, comparisons,
compliance, etc.
Employee Benefits
PHARMACY Consultant: financial, reporting, marketing,
comparisons, utilizations, RX, compliance, etc.
CATEGORY
Quality of Service
Responsive Satisfactory Excellent Excellent Satisfactory Excellent Accuracy Satisfactory Excellent Excellent Satisfactory Excellent Deliverables Satisfactory Excellent Excellent Satisfactory Excellent
Organization Staff expertise Satisfactory Excellent Excellent Excellent Excellent Professionalism Satisfactory Excellent Excellent Excellent Excellent Turnover Satisfactory Satisfactory Satisfactory Satisfactory Excellent
Timeliness Project Satisfactory Excellent Excellent Satisfactory Excellent Deliverables Satisfactory Excellent Excellent Satisfactory Excellent
Project Completed
within Budget
Satisfactory Not Applicable Excellent Excellent Excellent
RFP No. R2114673P1 Employee Benefits Consulting Services Vendor Reference Matrix Page 12 of 12
REFERENCES FOR Wells Fargo Insurance Services USA, Inc. COMPANY:
School District of Palm Beach
County Florida
VITAS Healthcare
Mount Sinai Medical Center of
Florida
HEICO Corporation
Equity Residential
Cooperation with:
Your Firm Satisfactory Excellent Excellent Excellent Excellent
Subcontractor(s)/Sub-consultant(s)
Satisfactory Excellent Excellent Excellent Excellent
Regulatory Agency(ies) Satisfactory Not Applicable Excellent Excellent Excellent Additional Comments
Thoroughly enjoy working with our
account executive
Verified via: email email email email email
R2114673P1Broward County Board ofCounty Commissioners
BidSync8/1/2017 p. 47
x Tracey A. Gordon Human Resources 8/17/2017
R2114673P1Broward County Board ofCounty Commissioners
BidSync8/1/2017 p. 48
X Tracey A. Gordon Human Resources 8/7/2017
R2114673P1Broward County Board ofCounty Commissioners
BidSync8/1/2017 p. 49
X Tracey A. Gordon Human Resources 8/4/2017
R2114673P1Broward County Board ofCounty Commissioners
BidSync8/1/2017 p. 50
X Tracey A. Gordon Human Resources 8/23/2017
X Tracey A. Gordon Human Resources 8/7/2017
Our annual expenses usually exceed budget as we will make additional requests of service. Our full RFP in 2014, was succesful and did not exceed the budget. Bolton Partners performs actuarial services for 2 of the 3 entities in our consortium.
X Tracey A. Gordon Human Resources 10/4/2017
X Tracey A. Gordon Human Resources 10/4/2017
X Tracey A. Gordon Human Resources 10/5/2017
X Tracey A. Gordon Human Resources 10/4/2017
X Tracey A. Gordon Human Resources 10/5/2017
Vendor Reference Verification Form
Broward County Solicitation No. and Title:
Reference for:
Organization/Firm Name providing reference:
Contact Name: Reference date:
Contact Phone:Contact Email:
Name of Referenced Project:
Contract No. Date Services Provided: Projec Amount:
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:
NeedsImprovement
Satisfactory Excellent Not Applicable
1. Vendor’s Quality of Servicea. Responsiveb. Accuracyc. Deliverables
2. Vendor’s Organization:a. Staff expertiseb. Professionalismc. Turnover
3. Timeliness of:a. Projectb. Deliverables
4. Project completed within budget
5. Cooperation with:a. Your Firmb. Subcontractor(s)/Subconsultant(s)c. Regulatory Agency(ies)
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 21.119 of the Broward County Procurement Code.
.
07/10/2017
Gallagher Benefits Services
Barbara Crowe, Michelle Nathan and Glen Volk are all very professional and it has been a pleasure to work with them.
Elizabeth Parker
Broward Sheriff's Office
GROUP HEALTH INSURANCE FOR BSO
RLI #17022IC 02/15/2017 09/30/2017 $ 75,000.00
954-831-8357
Benefits consultant from 05/29/2014. 4th Amendment end date 05/28/2018.
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Benefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits ManagerBenefits Manager
R2114673P1Broward County Board ofCounty Commissioners
BidSync8/1/2017 p. 291
X Tracey A. Gordon Human Resources 8/8/2017
X Tracey A. Gordon Human Resources 8/8/2017
x Tracey A. Gordon Human Resources 8/23/2017
X Tracey A. Gordon Human Resources 8/8/2017
x Tracey A. Gordon Human Resources 8/8/2017
Broward County Board of County Commissioners
R2114673P1
Bfr<S~ARD 11 COUNTY Vendor Reference Verification Form
FLORIDA
Broward County Sollcltatlon No. and Title:
RFP No. R2114673P1 - Employee Benefits Consulting Services
Reference for: Gallagher Benefit Services, Inc.
Reference date: 07 /03/2017
Contact Email: [email protected] Contact Phone: 754-321-3100
Name of Referenced Project: Benefits Consulting Services
Contract No. Date Services Provided: Project Amount:
10/01/2015 to 12/31/2018 $ 1.8'1\'\
Vendor's role In Project: ~Prime Vendor OSubconsultant/Subcontractor
Would you use this vendor again? ~Yes ONo
Deacrlptlon of 1ervlce1 provided by Vendor: Benefits Consultlng Services
Pleaae rate your experience with the Need• 81tl1faotory Excellent Not referenced Vendor: Improvement App II ca bit
1. Vendor's Quality of Service
§ § ~ § a. Responsive b. Accuracy c. Deliverables ~
2. Vendor's Organization:
B D ~ D a. Staff expertise b. Professionalism B ~ B c. Tumover D ~
3. Timeliness of: D D ~ D a. Project b. Deliverables D D D
4. Project completed within budget D D ~ D 5. Cooperation with:
a. Your Firm D D ~ D b. Subcontractor( s )/Subconsultant(s) D D ~ ~ c. Regulatory Agency(ies) D D D
Additional Comments: (provide on additional sheet If needed)
... THIS SECTION FOR COUNTY USE ONL vu•
Verified via: _EMAIL _VERBAL Verified by: Division: Date:
All lnformadon ptollfded lo Browatd County le subject to ve~nceuon. Vendor eeknoWledgH lhet Inaccurate, untruthfUI, or Incorrect 1tatemenla made In aupport or this response may be used by lhe County as a ba1l1 for111Jecllon, 1111c:f11lon ol lhe award, or termlnaUon or lhe conlrllct 1nd may also 11rve H lhe b11l1 lor debarment or Vendor pursuant to SeeUon 21.119 ol lhe Browenl County Procurement Code.
8/1 /2017 Bid Sync p. 300
X Tracey A. Gordon Human Resources 10/17/2017
x Tracey A. Gordon Human Resources 8/8/2017
X Tracey A. Gordon Human Resources 8/8/2017
x Tracey A. Gordon 8/10/2017Human Resources
X Tracey A. Gordon Human Resources 8/8/2017
R2114673P1Broward County Board ofCounty Commissioners
BidSync8/1/2017 p. 38
x Tracey A. Gordon Human Resources 8/21/2017