What the buyer needs
AI summaryThe Town of Miami Lakes seeks a vendor to provide agent and broker of record services for insurance under a three-year contract. The selected broker will solicit, evaluate, and negotiate insurance proposals, recommend plan designs and cost-saving measures, conduct annual open enrollment meetings, and prepare educational materials. Additional duties include assisting with wellness plan implementation, retiree healthcare policy development, and resolving employee claim and billing disputes. Only onshore United States organizations are eligible to submit proposals for offsite performance. Proposers must submit required documentation, including technical questionnaires, client references, and affidavits, formatted in separate sealed envelopes or digitally via email or online by 10:00 AM on December 15, 2026. The Town intends to make an award on February 16, 2027.
Scope of work
- Solicit, evaluate, and negotiate plan proposals and rate quotes from existing and alternate insurance carriers for annual renewals
- Provide analysis and recommendation of benefit plan designs, cost-saving, and benefit enhancement options
- Prepare insurance applications and compile support information requested by insurance companies
- Conduct periodic plan reviews and provide plan recommendations with an annual budget analysis
- Provide recommendations to Town administration on plan utilization and limiting premium increases
- Provide administration or pay for administrative services for COBRA and Retiree Health Insurance
- Administer one annual employee survey regarding benefit concerns and provide an action plan
- Provide employee healthcare advocacy and assistance with authorizations for urgent care
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Qualifications of the Proposer | Maximum 35 points |
| Understanding & Approach | Maximum 30 points |
| Qualifications & Experience of the Project Team | Maximum 30 points |
| Accessibility | Maximum 15 points |
Minimum qualifications
- Hold all required licenses within the State of Florida to provide the listed services
- Demonstrated experience with small groups (less than 50 employees)
- Meet the Town's Business Tax Receipt requirements under Municipal Code §§ 37-56 – 37-66, or applicable County Business Tax Receipt/Occupational License requirements
Documents to include with your response
- Form CPD – Company Profile & Declaration
- Form CQQ – Company Qualifications Questionnaire
- Form CRL – Client Reference Letter (3 forms filled-out)
- Cost Information Form
- Form AK – Anti-Kickback Affidavit
- Form PEC – Public Entity Crime Affidavit
- Form NCA – Non-Collusive Affidavit
- Form COI – Conflict of Interest Affidavit
- Form PR – Public Relations Affidavit
- Form PRA – Public Records Affidavit
How to submit
- Method
- Sealed hard copy and digital media
- Instructions
- Submit one (1) original, four (4) copies, and one USB/flash drive for each component in sealed envelope(s) or package(s) marked with RFQ number, title, and due date. Delivered to Town of Miami Lakes, Town Clerk's Office, 6601 Main Street, Miami Lakes, Florida 33014. Part A and B must be in separate sealed envelopes or boxes.