An evaluation committee for Hillsborough County completed consensus scoring of four responsive proposals on an RFP for property casualty and builders risk insurance consulting and brokerage services, the committee recorded on the meeting that Risk Management Associates received the highest total score.

Chief buyer Sakina Ford opened the remote evaluation meeting and explained the process, saying, “The committee is going to evaluate, discuss, and score by consensus the 4 remaining responses submitted for this RFP.” The committee then discussed technical qualifications, organizational capacity and understanding of scope before adding price and DMDWBE bonus points to produce final totals.

The nut graf: The committee evaluated four proposals that remained after an initial responsiveness review and assigned consensus scores using the solicitation's published criteria. Risk Management Associates finished with the highest total (96), followed by Southeastern Series of Lockton (82 and total 87.57 including price), Marsh/Marcia McLean (72 and total 91.4 including price and DMDWBE credit) and Alliant Insurance Services (78 and total 79.86 including price). The committee did not vote to award a contract during the meeting; members agreed to sign the consensus scoring sheet and have the chair prepare the executive summary for the committee record.

Discussion and scoring details: The committee recorded that seven proposals were received initially: Alliant Insurance Services, Inc.; Southeastern Series of Lockton Inc.; Risk Management Associates Inc.; Solate LLC (DBA Retail Employee Insurance Company); MNH Insurance Solutions Corp.; Arthur J Gallagher Risk Management Services, LLC; and Marcia McLean Agency, LLC. After an initial responsiveness and deviations review, the proposals from Solate LLC, MNH Insurance Solutions Corp., and Arthur J Gallagher Risk Management Services were deemed unacceptable and removed from further consideration; four proposals remained for scoring.

Committee members discussed three technical categories set in the solicitation: organization and staff experience (maximum 35 points), proposer qualifications (maximum 25 points), and understanding of scope/objectives and technical approach (maximum 25 points). After the committee reached consensus on those category scores, the facilitator added net proposal pricing (maximum 15 points) and DMDWBE bonus points where applicable.

Brenda Cockdale, Director of Risk Management and Safety, who led much of the technical discussion, summarized the field: “everybody who submitted is well qualified to actually do the work,” and emphasized committee members should score to the solicitation criteria rather than against one another. Members highlighted proposer strengths: local presence and utility experience for Lockton; an incumbent relationship, dedicated property adjuster and strong responsiveness for Risk Management Associates; detailed asset-management tools and claims resources highlighted for others; and concerns about depth of some technical details or typographical/clarity issues in a few proposals.

Final scores the committee recorded for the first three technical categories (organization/staff; qualifications; scope/approach) were: Alliant — 31 / 25 / 22 (78 for first three); Marsh/Marcia McLean — 28 / 25 / 19 (72 for first three); Risk Management Associates — 33 / 25 / 23 (81 for first three); Southeastern Series of Lockton — 34 / 25 / 23 (82 for first three). After adding price and DMDWBE credits the final totals reported by the committee were: Risk Management Associates — 96; Marsh/Marcia McLean Agency LLC — 91.4; Southeastern Series of Lockton Inc. — 87.57; Alliant Insurance Services, Inc. — 79.86.

No formal procurement award was made at the meeting. The committee chair will print and have members sign the consensus scoring sheet, prepare an executive summary of the evaluation for the committee record, and the recording and the final spreadsheet with scoring totals will be posted as part of the procurement record.

Meeting context and next steps: Chief buyer Sakina Ford closed the meeting, noting the recording and the scoring spreadsheet will be posted and that committee members should remain briefly after the call to sign the consensus scoring sheet. The committee’s scoring and the identification of unacceptable proposals are part of the procurement record that will accompany the county's next procurement steps; the transcript does not show any final award action or delegated contract authorization during this meeting.