STRATEGIC PRIORITY: Core
AGENDA DATE: August 27, 2025
COUNCIL DISTRICT(S): Citywide
DEPARTMENT: Office of Procurement Services
EXECUTIVE: Donzell Gipson
______________________________________________________________________
SUBJECT
Title
Authorize a three-year service contract in the amount of $263,100.00, with two one-year renewal options in the amount of $175,400.00, as detailed in the Fiscal Information section, for commercial insurance and broker of record services for the Office of Risk Management - Marsh & McLennan Companies, Inc., most advantageous proposer of three - Not to exceed $438,500.00 - Financing: Risk Management Program Fund (subject to annual appropriations)
Body
BACKGROUND
This action does not encumber funds; the purpose of a service contract is to establish firm pricing for services, for a specific term, which are ordered on an as needed basis.
This service contract will provide for commercial insurance and broker of record services for the Office of Risk Management.
Broker services will include:
• Outlining a property structure
• Providing strategies and rational for property program
• Providing engineering inspections
This service contract will also authorize the purchase of the City’s commercial property, boiler and machinery, fine arts, crime, aviation, general liability, cyber liability, media professional liability, and flood insurance policies.
A seven-member committee from the following departments reviewed and evaluated the qualifications:
• Department of Facilities and Real Estate Management (1)
• Department of Human Resources (2)
• Office of Risk Management (2)
• Office of Procurement Services (2)*
*The Office of Procurement Services evaluated cost, local preference, and the Business Inclusion and Development Plan, if applicable.
The committee selected the successful respondents on the basis of demonstrated competence and qualifications under the following criteria:
• Capability and expertise 35 points
• Cost 30 points
• Overall Approach & Methodology 20 points
• Business Inclusion and Development Plan 15 points
As part of the solicitation process and in an effort to increase competition, the Office of Procurement Services used its procurement system to send out email notifications to vendors registered under relevant commodity codes. To further increase competition, the Office of Procurement Services uses historical solicitation information, the Internet, and vendor contact information obtained from user departments to contact additional vendors.
On November 10, 2015, the City Council authorized a living wage policy that requires contractors to pay their employees a “living wage” rate as established annually by the Massachusetts Institute of Technology Living Wage Calculator for Dallas County by Resolution No. 15-2141. The calculated living wage during the solicitation process of this contract is $22.05; the selected vendor meets this requirement.
PRIOR ACTION/REVIEW (COUNCIL, BOARDS, COMMISSIONS)
On June 24, 2020, the City Council authorize a three-year service contract, with two one-year renewal options, for broker of record and consultant services for City commercial insurance purposes for the Office of Risk Management with McGriff Insurance Services, Inc. by Resolution No. 20-1008.
FISCAL INFORMATION
|
Fund |
FY 2025 |
FY 2026 |
Future Years |
|
Risk Management Program Fund |
$87,700.00 |
$87,700.00 |
$263,100.00 |
Initial Term: $263,100.00
Renewal Option: Year 1 $87,700.00
Renewal Option: Year 2 $87,700.00
Total: $438,500.00
LOCAL PARTICIPATION
|
Prime |
Status |
Workforce % |
|
Marsh & McLennan Co., Inc. |
Local |
62.24% |
PROCUREMENT INFORMATION
Method of Evaluation for Award Type:
|
Request for Competitive |
• Utilized for high technology procurements, insurance procurements, and other goods and services |
|
Sealed Proposal |
• Recommended offeror whose proposal is most advantageous to the City, considering the relative importance of price, and other evaluation factors stated in the specifications |
|
|
• Always involves a team evaluation |
|
|
• Allows for negotiation on contract terms, including price |
The Office of Procurement Services received the following proposals from solicitation number BKZ25-00027530. We opened them on June 6, 2025. We recommend the City Council award this service contract in its entirety to the most advantageous proposer.
*Denotes successful proposer
Proposers Address Score
*Marsh & McLennan 5080 Spectrum Drive 86.00
Companies, Suite 900E
Inc. Addison, TX 75001
Alliant Holdings, LP dba 16000 North Dallas Parkway 73.65
Alliant Insurance Services, Suite 850
Inc. Dallas, TX 75248
USI Insurance Services, LLC 14241 Dallas Parkway 70.59
dba USI Southwest, Inc. Suite 700
Dallas, TX 75154
OWNER/EXECUTIVE
Marsh & McLennan Companies, Inc.
John Q. Doyle, Chief Executive Officer