Southern California Regional Rail Authority PlanetBids #RFP RM119-27

Metrolink insurance brokerage and employee benefits consulting services

The Southern California Regional Rail Authority (Metrolink) is seeking an insurance broker and employee benefits consultant for its regional rail operations. - Government buyer: Southern California Regional Rail Authority, also known as Metrolink, through its Contracts & Procurement department. - Requested services: - Insurance brokerage and consulting for heavy rail operations and Authority property, including locomotives and passenger cars. Work includes annual coverage marketing, placement and renewal; advice on risks, coverage, limits, terms and exclusions; certificates of insurance; claims assistance; and insurance-requirement advice for Authority agreements and solicitations. - Employee benefits consulting, including plan evaluation and recommendations, market research and carrier-rate negotiation, cost and trend analysis, benchmarking, utilization reporting, Board support, employee education, open-enrollment assistance, surveys, and benefits and HR compliance support. Medical benefits are excluded because the Authority participates in the CalPERS Health Program. - OEMs and insurers named: No product OEMs are specified. Insurers named in the current program are Lloyd’s, Pembroke, Travelers, Hiscox, The Hartford, Great American, Ironshore, Liberty Mutual, Beazley, and ACE; the documents also refer to other carriers as “Various.” - Broker and consulting firms named as prospective proposers: Aon Risk Insurance Services West, Inc.; DMullisInsurance; Floral Park Consulting LLC; Marsh Risk & Insurance Services; Mercer; NFP Property and Casualty Services, Inc.; Paul C Dozier Ltd Liability Co; and Segal. - Pricing and term: Fixed annual placement and consulting fee for a three-year base term, with two one-year options. Annual fee increases are capped at 3% over the prior year. - Notable requirements: Proposers and subcontractors at all tiers must disclose relevant organizational conflicts of interest and comply with any required mitigation safeguards. The award considers qualifications, proposed approach, and broker-fee competitiveness. - Products and quantities: No physical products, product part numbers, or product quantities are requested.

Description

The Southern California Regional Rail Authority is seeking proposals for insurance brokerage and benefit consulting services. The work includes assessing and placing the Authority’s annual insurance coverage for its heavy rail operations and property, along with providing ongoing insurance brokerage and consulting support. Benefit-related services include reporting and analysis, employee education and open enrollment assistance, and support with benefits inquiries and compliance. The contract is described as having a three-year base period with two one-year renewal options.

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