HomeMy WebLinkAboutCOD-002-02
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UNFINISHED BUSINESS
CI!1ljQglon
REPORT
CORPORATE SERVICES DEPARTMENT
Meeting:
COUNCIL
Date:
January 28, 2002
Report #: COD-002-02 ADDENDUM
File#_
By-law #
SUBJECT: RFP2001-S, PROVISION OF GROUP BENEFITS CONSULTING AND
RELATED SERVICES
Recommendations:
It is respectfully recommended to Council the following:
1. THAT Report COD-002-02 be lifted from the table;
2. THAT addendum to Report COD-002-02 be received;
3. THAT the firm of William Mercer, Toronto, Ontario, being the lowest qualified bidder, be
awarded RFP2001-8, Option 1, for the provision of Group Benefits Consulting and
Reiated Services as required by the Municipality of Clarington;
4, THAT the contract be awarded for a one-year term commencing May 2,2002;
5. THAT the subsequent contract be extended for a second and third year pending
satisfactory pricing and service; and
6, THAT the firm of Mosey and Mosey be notified that their services will no longer be
required effective May 2, 2002.
rie Marano, H.B.Sc., C,M.O.
Director of Corporate Services
Reviewed by:Q Hzc.....,~-(.J-...)!.c
. nklin Wu,
Chief Administrative Officer
MM\LAB\km
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REPORT NO.: COO-002.Q2
PAGE 2
Background and Comments:
At the General Purpose and Administration Committee meeting of January 21, 2002, Report
COD-002-02 was tabled and additional clarification requested from staff.
The recommendation as outlined in the report is to continue with the existing price structure,
which is a percentage fee based on the totai cost of the benefits premium. At the 1 % fee
quoted by the low bidder, the total annual cost is approximately $9,000.00, This option is
estimated to be less costly for the Municipality as regardless of how often or what services are
required the fee does not change.
Mr, Ashe's comments were in reference to option #2, which is not the recommended option.
With option 2, which is the hourly rate based on a per service requirement, the total costs are
unknown and can easily escaiate. As indicated by Mr. Ashe in his presentation, approximately
30 hours of consulting time was required to assist in the CUPE and Emergency Services Union
Negotiations which supports the recommendation to retain the contract on a percentage fee
basis. It appears that Mr. Ashe's estimation of costs by Mercer under option #2 is calculated
based on the high end hourly rate. From experience we have found that generally calls are only
referred to top consultants when issues are complex. Therefore this calculation is not reliable
and again is one of the reasons option #1 is recommended.
A question was raised regarding the cost associated with the transfer to a different consultant.
Since the benefit carrier will not change, only the independent consultant, there is effectively no
associated cost. Due to the accessibility of information, with the benefit providers, over the
internet, even the time involved in transferring information is minimal.
The only other question raised was with regard to the reference provided in the report. As was
indicated by Mr. Ashe, the firm of William Mercer does not currently have the contract for The
City of Pickering, however they have provided satisfactory service to them in recent years.
As the recommendation proposed accepts the lowest qualified bid for option 1, it is respectfully
recommended that report COD-002-02 be lifted from the table and that the recommendations as
proposed be approved,
ON: H:RPOHTS/COOREPORTS/2002lCOO-002.02add
Clwiggton
REPORT
CORPORATE SERVICES DEPARTMENT
Meeting:
GENERAL PURPOSE AND ADMINISTRATION COMMITTEE
Date:
January 21, 2002
Report #: COD-002-02
File # f/ 11;::
By-law #
SUBJECT: RFP2001-8, PROVISION OF GROUP BENEFITS CONSULTING AND
RELATED SERVICES
Recommendations:
It is respectfully recommended that the General Purpose and Administration Committee
recommend to Council the following:
1. THAT Report COD-002-02 be received;
2, THAT the firm of William Mercer, Toronto, Ontario, being the lowest qualified bidder, be
awarded RFP2001-8, Option 1, for the provision of Group Benefits Consulting and
Related Services as required by the Municipality of Clarington;
3, THAT the contract be awarded for a one-year term commencing May 2, 2002;
4, THAT the subsequent contract be extended for a second and third year pending
satisfactory pricing and service; and
5, THAT the firm of Mosey and Mosey be notified that their services will no longer be
required effective May 2, 2002,
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Marie Marano, H.B.Sc., C,M.O,
Director of Corporate Services
/J . /J () rL0~
Reviewed by; ~~".
Franklin Wu,
Chief Administrative Officer
MMILABlkm
Background and Comments:
REPORT NO.: COD-002-02
PAGE 2
The Municipality has retained the services of Mosey and Mosey Benefit Plan Consultants since
1998 as benefit administrators for all health and dental consulting service, The existing contract
expires May 1, 2002.
A request for proposal was issued with bids being received as per Schedule "A" attached.
Interviews were held with the three lower proponents to review their submission and their
qualifications to service the Municipality of Clarington's requirements.
Note, Mosey and Mosey & Mosey did quote on a third option which is a "fee commission offset".
However, as this opportunity was not provided to all bidders and to protect the integrity of the
bidding process, this option cannot be considered at this time. In addition it felt that this option
would not financially benefit the Municipality of Clarington.
Subsequently it is recommended that the low bidder from William Mercer, Toronto, Ontario be
awarded the contract for the Provision of Group Benefits Consulting and Related Services,
Option 1, as per all terms, conditions and specifications of RFP2001-8. Note, although pricing
for option 2, which is on a fee for service basis as required, was requested, this option is not
being considered at this time, Mercers' low 1 % commission rate offered for option 1 is more
financially attractive at this time, as the total overall annual cost would be less than if paying an
hourly rate on a per service basis.
Although the subject firm have not provided service in the past for the Municipality of Clarington,
they have provided excellent service to the Regional Municipality of Peel, the City of
Mississauga and the City of Pickering,
CORPORATION OF THE MUNICIPALITY OF CLARINGTON
40 TEMPERANCE STREET, BOWMANVILLE, ONTARIO L 1C 3A6 T(905)623-3379 F (905)623-4169
BID SUMMARY - RFP2001-8 GROUP BENEFITS SCHEDULE "A"
William Mercer
Toronto, Ontario
BIDDER OPTION 2
Buffett Taylor & Associates
Whitby, Ontario
Mosey & Mosey
Pickering, Ontario
Health Lambert Benefits
Consulting
Toronto, Ontario
Canadian Benefits
Toronto, Ontario
$115. To $190. Hr (for Team)
rate could be lower depending
project and team required for
project,
$225. Hr
$125. Hr
hourly rate not provided, rate
would be based on staff involved.
$150. Hr
"Mosey quoted an additional
option, please refer to report.