HomeMy WebLinkAboutHR Group Life, Disability & Dental InsuranceCITY OF SAN RAFAEL
P. O. Box 151560 Agenda Item No: 15
San Rafael, CA 94915-1560
Phone (415) 485-3070 Meeting Date: November 21, 1994
FAX (415) 459-2242
TDD (415) 485-3198
REPORT TO MAYOR AND CITY COUNCIL
SUBJECT: RESOLUTION DECLARING LYNCO FINANCIAL & INSURANCE SERVICES
AS THE CITY'S BROKER OF RECORD FOR GROUP LIFE, DISABILITY AND
DENTAL INSURANCE PROGRAMS.
U
Submitted by: _ Approved by:
D I G. Chandler, Personnel Director City Manager
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Date: November 15, 1994
RECOMMENDATION:
Adopt Resolution.
SUMMARYBACKGROUND:
In 1985, the City of San Rafael selected the firm of Kindler & Laucci, which later became Crump
and Company as its Broker of Record to service our group medical, dental, life and disability
insurance programs. The City's contact person with that firm was Ulf Hamilton. When Mr.
Hamilton established his own firm, the Council approved staff's recommendation to continue to
work with him and designate his company, Hamilton Resources and Insurance Services, as our
Broker of Record. This relationship was renewed in 1992 at staff's recommendation by the City
Council for a two year period. Because it had been so many years since the last bid process, this
year staff released a "Request for Proposal" (RFP) for insurance broker services to help determine
whether staff should recommend a continued relationship with Mr. Hamilton or seek the services
of another insurance broker.
In addition to sending the RFP to insurance brokers who had indicated during the last two years an
interest in bidding for this service, staff also placed a notice in the Marin Independent Journal.
Besides Mr. Hamilton's firm, three other firms submitted timely responses to the RFP. All four
companies were interviewed by a committee consisting of Daryl Chandler, Personnel Director;
Ransom Coleman, Finance Director; and Bill Castellanos, Field Representative, MAPE/SEIU
Local 949. Evaluation factors used by this committee included, but were not limited to, 1) the
extent to which the firms demonstrate competency in performing this work (references were
checked); 2) the extent to which the firm has resources and trained personnel to provide
consulting services in the area of employee benefits; 3) cost compared to services provided Note:
Broker fees are currently part of premium costs, it is not an itemized budgeted item for the
Personnel Department, and 4) knowledge of trends in employee benefits.
Based upon the interviews and reference checks, the Committee recommends the City Council
now adopt this resolution designating LYNCO Financial & Insurance Services as the Broker of
Record for the City's group dental, life and long term disability insurance programs effective
January 1, 1995, for a period of two years. With this change, staff believes the City will see an
increase in service level of the broker, i.e., more involvement in employee open enrollments;
establishment of an "800" number by the broker to directly assist employees with questions and/or
problem resolution; on-going review of benefit programs to ensure benefit costs are representative
of benefit levels; and aggressively dealing with insurance providers at renewal time to assure cost
containment. This increased service level will be provided without an increase in cost to the City
of San Raf&W. No.
Council Na _-atiaa -------- / 24 C? 4
x-133
Disposition ..._ Ag.,e- 74-7
RESOLUTION NO. 9257
A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SAN RAFAEL DECLARING
LYNCO FINANCIAL & INSURANCE
SERVICES AS THE CITY'S INSURANCE
BROKER OF RECORD.
WHEREAS, it has been determined to be in the best interest
of the City of San Rafael and its employees to designate a broker
of record for its group insurance programs; and
WHEREAS, it has been determined that LYNCO Financial &
Insurance Services is competent to provide such services;
NOW THEREFORE BE IT RESOLVED that effective
January 1, 1995, the Council of the City of San Rafael does hereby
designate LYNCO Financial & Insurance Services as the City's
group insurance broker of record for a period of two years.
I, JEANNE M. LEONCINI, Clerk of the City of San Rafael,
hereby certify that the foregoing resolution was duly and regularly
introduced and adopted at the regular meeting of the Council of
said City on Monday the 21 st say of November, 1994, by the
following vote, to wit:
AYES: COUNCILMEMBERS: Cohen, Heller, Thayer, Zappetini and
Mayor Boro
NOES: COUNCILMEMBERS: None
ABSENT: COUNCILMEMBERS: None
J NIS M. LEONCINi, CITY CLERK
s ROUTING SLIP FOR APPROVAL OF-CONTRACT/AGREEZ.IENTS/ORDINANCES/RESOLUTIONS
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INSTRUCTIONS: USE THIS FORM WITH EACH SUBMITTAL OF ORIGINAL CONTRACT/
AGREEMENT/ORDINAIJCE/RESOLUTION .BEFORE APPROVAL BY
COUNCIL/AGENCY
FROM: �-'� �- G.
Date: 11�IS154 _
Originating Department:
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(LOWER HALF OF FORM FOR APPROVALS ONLY)
REVIEWED BY CITY MANAGER/EXECUTIVE
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APPRO`V'ED AS COUNCIL/ AGENCY AGENDA
NOT APPROVED
REMARKS:
TO:
APPR VE FOR14:
ITEM
City Attorney (Signature)
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