REFERENCES FOR Bolton Partners Inc....2017/08/17 · RFP No. R2114673P1 Employee Benefits...

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


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


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


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



COMPANY: Center for




DataCore Software



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



COMPANY: Center for




DataCore Software


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



COMPANY: Center for




DataCore Software


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


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






Commissioners





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






Commissioners




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






Commissioners




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


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


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


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


BidSync8/1/2017 p. 48

X Tracey A. Gordon Human Resources 8/7/2017


BidSync8/1/2017 p. 49



BidSync8/1/2017 p. 50



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.






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

[email protected]

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


BidSync8/1/2017 p. 291



[email protected]




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 8/10/2017Human Resources



BidSync8/1/2017 p. 38


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REFERENCES FOR Bolton Partners Inc....2017/08/17 · RFP No. R2114673P1 Employee Benefits...

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