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Home My WebLink About08.c EDB RFP-25-26-A05 Employee Benefits Consulting and Administrative Services EXECUTIVE SUMMARY AGENDA ITEM: Recommended Selection of the Employee Benefits Consulting and Administrative Services with Risk Management Associates, Inc. CCUA RFP No. 2025/2026-A05 Date: October 29, 2026 BACKGROUND: CCUA currently maintains a fully insured employee benefits program for approximately 200 employees, representing approximately 330 covered lives including enrolled dependents. The benefits program includes medical, dental, vision, life insurance, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and supplemental insurance coverage. CCUA currently utilizes Workday Human Capital Management (HCM) and Benefits Administration modules for employee and benefits administration functions. The overall goal of the RFP was to identify a qualified provider capable of delivering responsive consulting and administrative services, strong financial and strategic guidance, proactive compliance support,and innovative cost-management solutions that support CCUA's commitment to maintaining competitive, sustainable, and employee-focused benefit programs. EVALUATION: On September 22, 2026, staff received two (2) responses to the RFP, which were subsequently evaluated and scored by the project evaluation committee. Listed below are the rankings of the submittals: RANKED PROPOSALS: Rank Firm Score 1. Risk Management Associates, Inc. 77.33 2. The Bailey Group, an NFP Company 64 RECOMMENDATION: Staff respectfully requests the Board of Supervisors' approval and authorize the Executive Director to negotiate and execute a contract with Risk Management Associates, Inc. for the Employee Benefits Consulting and Administrative Services Project RFP No. 2025/2026-A05. Staff also requests approval of the attached Solicitation Documents. //DP (Author) //CH, SB, SJ, JL(Review) //KR(Final) ATTACHMENTS: Florida Times-Union Advertisement Pre-Proposal Meeting Sign-In Sheet Proposal Closing Meeting Sign-In Sheet Project Evaluation Scoring Report //DP (Author) //CH, SB, SJ, JL(Review) //KR(Final) USA TODAY COS: PO Box 631244 Cincinnati,OH 45263-1244 LocaliQ REQUEST FOR PROPOSALS AFFIDAVIT OF PUBLICATION RFP No.2025/2026-A05 Employee Benefits Consulting and Administrative Services Darrin Parker Clay County Utility Authority Clay County Utility Authority(CCUA), Clay County, Florida, 3176 Old Jennings RD invites qualified Contractors to g submit sealed proposals for Middleburg FL 32068-3907 Employee Benefits Consulting and Administrative Services. Submission Deadline Date:September 22,2026 STATE OF WISCONSIN,COUNTY OF BROWN Time:2:00 P.M.(EDT) All proposals must be submitted electronically through the CCUA OpenGov Procurement Portal. Hard-copy submissions will not be Before the undersigned authority personally appeared,who accepted. on oath says that he or she is the Legal Coordinator of The Solicitation Documents The complete solicitation package Florida Times-Unioni published in Duval and Clay Counties is available at: https://procurement.opengov.com Florida;that the attached copy of advertisement, being a /portal/clayutility Govt Bids&Proposals,waspublished on the publiclyNon-Mandatorye Pre-Proposal p Meeting Date:Thursday,September 3,2026 accessible website of Duval and Clay Counties, Florida,or in Time:10:00 A.M.(EDT) a newspaper by print in the issues of,on: Location(VIRTUAL):Join Zoom Meeting https://us04web.zoom.us/j/75998 095075? JKL Florida Times-Union 08/27/2026 pwd=Nb9gfCvticLnNilSGAAIGIDtca bVA p.1 JKLjacksonville.com 08/27/2026 Meeting chat link https://us04web.zoom.us/launch/j c/75998095075 Affiant further says that the website or newspaper complies Meeting ID: 759 9809 5075 Pass- with all legal requirements for publication in chapter 50, code:5KEwL9 Florida Statutes. Questions and Requests for Clarification All questions regarding this solici- Subscribed and sworn to before me, by the legal clerk,who tation must be submitted through the CCUA OpenGov Procurement is personally known to me,on 08/27/2026 Portal no later 12:00 P.M. (EDT) on Monday,September 7,2026. Responses to questions will be issued by addendum and posted to the Portal on September 11,2026. Reservation of Rights Legal Clerk reserves the right toimodify 1 n I • / solicitation schedules, including / ' the Pre-Proposal Meeting and Submission Deadline dates and Notary,State of I,County of Brown times; waive informalities and irregularities;reject any or all bids; 7_,5_ and accept the bid deemed to be in the best interest of CCUA. 8/27/26 My commission expires Publication Cost: $123.90 Tax Amount: $0.00 Payment Cost: $123.90 Order No: 12581220 #of Copies: Customer No: 759750 1 PO#: THIS IS NOT AN INVOICE! Please do not use this form for payment remittance. I MARIAH VERHAGEN Notary Public State of Wisconsin E. Page 1 of 1 NON-MANDATORY PRE-PROPOSAL MEETING SIGN-IN SHEET EMPLOYEE BENEFITS CONSULTING AND ADMINISTRATIVE SERVICES RFP NO. 2025/2026-A05 SEPTEMBER 3, 2026,10:00 A.M. (EDT) Name Company Name E-Mail Address Darrin G. Parker Clay County Utility Authority dgparker@clayutility.org Courtney Hinson Clay County Utility Authority chinson@clayutility.org Kimberly Richardson Clay County Utility Authority krichardson@clayutility.org Melanie Stegall Brown & Brown Melanie.Stegall@bbrown.com Sabrina Abare The Bailey Group sabrina.abare@nfp.com Donna Dunn The Bailey Group donna.dunn@nfp.com Page 1 PROPOSAL CLOSING MEETING SIGN-IN SHEET EMPLOYEE BENEFITS CONSULTING AND ADMINISTRATIVE SERVICES RFP NO. 2025/2026-A05 SEPTEMBER 22, 2026,2:00 P.M. (EDT) Name Company Name E-Mail Address Darrin G. Parker Clay County Utility Authority dgparker@clayutility.org Courtney Hinson Clay County Utility Authority chinson@clayutility.org Kimberly Richardson Clay County Utility Authority krichardson@clayutility.org Page 1 No co ,y Clay County Utility Authority Procurement • Darrin Parker, Procurement Manager /4Auto° 3176 Old Jennings Road,Middleburg,FL 32068 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services RESPONSE DEADLINE: September 22, 2026 at 2:00 pm Report Generated: Thursday, October 29, 2026 VENDOR QUESTIONNAIRE PASS/FAIL Question Title Risk Management Associates, Inc. The Bailey Group,an NFP Company Key Personnel and Locations Depth of Experience-Staff Resumes(11-page Limit) Pass Pass Organizational Chart(1-page Limit) Pass Pass Experience Working Together Experience Working Together(1-page Limit) Pass Pass Proximity to CCUA Office Provide Location and Staff in Local Office(1-page Pass Pass Limit) Previous Performance on CCUA Projects Previous Project Performance(1-page Limit) Pass Pass Company Experience and Past Performance Provide a summary of three(3)similar projects(3- Pass Pass page Limit) Other Litigation (2-page Limit) Pass Pass Financial Information (1-page Limit) Pass Pass EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services Question Title Risk Management Associates, Inc. The Bailey Group,an NFP Company Required Information I,the Authorized Representative,certify that I have Pass Pass read, understood and agree to the terms in this solicitation,and that I am authorized to submit this response on behalf of my company. Furthermore, by submitting this response, I certify that the information contained within my response to this solicitation, including any uploaded documents, is true and accurate to the best of my knowledge. Authorized Representative Pass Pass Business Entity Type Pass Pass Business Entity Location Pass Pass Federal Employer Identification Number(FEIN) Pass Pass Conflict of Interest Pass Pass Conflict of Interest Statement Pass Pass Conflict of Interest Statement No Response No Response Name Public Officials Who Have Interest In Your No Response No Response Company Public Official Disclosure No Response No Response Drug Free Workplace Compliance Form Pass Pass Litigation Disclosure Pass Pass Non-Collusion Declaration Pass Pass Confidential Materials Pass Pass Non-Disclosure Agreement for Confidential No Response No Response Materials EVALUATION TABULATION Request For Proposal-Employee Benefits Consulting and Administrative Services Page 2 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services Question Title Risk Management Associates, Inc. The Bailey Group,an NFP Company Public Entities Crime Statement Pass Pass Public Records Compliance Acknowledgement Pass Pass Required and/or Additional Documents Pass Pass Pricing Pass Pass Human Trafficking Affidavit Pass Pass PHASE 1 EVALUATORS Name Title Agreement Accepted On Summer Berndt Senior Human Resources Oct 7, 2026 8:16 AM Generalist Stanley Jurewicz I Risk&Safety Manager Sep 29,2026 3:34 PM Kim Richardson Chief Human Resources Sep 29,2026 12:13 PM Officer EVALUATION CRITERIA Criteria Scoring Method Weight(Points) Qualifications, Experience,and References Points Based 20(20%of Total) Description: The maximum score for this criterion is 20 points. Points for each subsection will be awarded as described in the Evaluation Criteria attached to this RFP. Evaluation will consider: • Firm experience providing employee benefits consulting and administrative services for organizations of similar size and complexity • Organizational stability and available resources EVALUATION TABULATION Request For Proposal-Employee Benefits Consulting and Administrative Services Page 3 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services • Qualifications and experience of assigned personnel • Client references and demonstrated performance history • Experience supporting governmental and public sector organizations Criteria Scoring Method Weight(Points) Florida Public Sector and Special District Experience Points Based 15 (15%of Total) Description: The maximum score for this criterion is 8 points. Evaluation will consider: • Experience serving Florida municipalities, utilities, special districts, or other governmental entities • Understanding of Florida public procurement requirements and public sector operational environments • Familiarity with public board governance structures and budgeting processes • Knowledge of Florida-specific regulatory and compliance considerations affecting employee benefit programs • Experience assisting public employers with long-term benefits strategy and cost management Criteria Scoring Method Weight(Points) Experience with Fully Insured and Level-Funded Points Based 15 (15%of Total) Plans Description: The maximum score for this criterion is 9 points. Evaluation will consider: EVALUATION TABULATION Request For Proposal-Employee Benefits Consulting and Administrative Services Page 4 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services • Experience managing and consulting on fully insured employee benefit programs • Experience assisting employers with evaluation and implementation of level-funded arrangements • Demonstrated understanding of alternative funding strategies, stop-loss structures, and healthcare cost management • Success in assisting clients with funding transitions and long-term cost containment strategies Criteria Scoring Method Weight(Points) Workday Knowledge and Administrative Capabilities Points Based 15 (15%of Total) Description: The maximum score for this criterion in 9 points. Evaluation will consider: • Demonstrated experience supporting employers utilizing Workday HCM and Benefits Administration • Understanding of Workday benefits administration, eligibility processes, payroll deductions, and carrier integrations • Ability to coordinate effectively with CCUA's Workday environment and internal teams • Experience resolving administrative,enrollment, payroll deduction, and integration-related issues Criteria Scoring Method Weight(Points) Cost Containment Strategies and Financial Points Based 20(20%of Total) Consulting Approach Description: The maximum score for this criterion is 20 points. Evaluation will consider: EVALUATION TABULATION Request For Proposal-Employee Benefits Consulting and Administrative Services Page 5 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services • Proposed strategies to assist CCUA in managing and containing healthcare and benefits costs • Financial analysis capabilities and reporting methodologies • Benchmarking and market comparison capabilities • Recommendations related to plan design optimization, utilization management,contribution strategies, and funding alternatives • Ability to provide proactive long-term strategic guidance focused on sustainability and fiscal responsibility Criteria Scoring Method Weight(Points) Scope of Services and Responsiveness to RFP Points Based 10(10%of Total) Requirements Description: The maximum score for this criterion is 10 points. Evaluation will consider: • Completeness, clarity, and organization of the proposal • Demonstrated understanding of CCUA's objectives and operational environment • Ability to provide the requested scope of services • Proposed implementation and service approach • Responsiveness to all RFP requirements and requested information Criteria Scoring Method Weight(Points) Customer Service,Account Management,and Points Based 3 (3%of Total) Communication Approach EVALUATION TABULATION Request For Proposal-Employee Benefits Consulting and Administrative Services Page 6 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services Description: The maximum score for this criterion is 3 points. Evaluation will consider: • Proposed account management structure and accessibility • Responsiveness and customer service philosophy • Claims support and issue resolution capabilities • Employee communication and education support Criteria Scoring Method Weight(Points) Compensation/Fee Proposal and Overall Value Points Based 2 (2%of Total) Description: The maximum score for this criterion is 2 points. Evaluation will consider: • Transparency and competitiveness of proposed fees • Overall value of services relative to cost • Fee structure and identification of any additional costs or optional services AGGREGATE SCORES SUMMARY Vendor Summer Berndt Stanley Jurewicz Kim Richardson Total Score (Max Score 100) Risk Management Associates, 68 81 83 77.33 Inc. EVALUATION TABULATION Request For Proposal - Employee Benefits Consulting and Administrative Services Page 7 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services Vendor Summer Berndt Stanley Jurewicz Kim Richardson Total Score (Max Score 100) The Bailey Group, an NFP 50 65 77 64 Company VENDOR SCORES BY EVALUATION CRITERIA Vendor Qualifications, Florida Public Experience Workday Cost Scope of Customer Compensation/Fee Total Score Experience, Sector and with Fully Knowledge Containment Services and Service, Proposal and (Max Score and Special Insured and and Strategies Responsiveness Account Overall Value 100) References District Level-Funded Administrative and Financial to RFP Management, Points Based Points Based Experience Plans Capabilities Consulting Requirements and 2 Points(2%) 20 Points Points Based Points Based Points Based Approach Points Based Communication (20%) 15 Points 15 Points 15 Points Points Based 10 Points(10%) Approach (15%) (15%) (15%) 20 Points Points Based (20%) 3 Points(3%) Risk 17 12.7 11.7 5.3 17.7 8II 2 77.33 Management Associates, Inc. The Bailey 16.7 11.3 11.3 3.7 9.7 7.3 1 64 Group, an NFP Company INDIVIDUAL PROPOSAL SCORES Risk Management Associates, Inc. Scores by Evaluator and Criteria Evaluation Item Summer Berndt Stanley Jurewicz Kim Richardson Qualifications, Experience,and 15 16 20 References(20 pts) EVALUATION TABULATION Request For Proposal - Employee Benefits Consulting and Administrative Services Page 8 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services Evaluation Item Summer Berndt Stanley Jurewicz Kim Richardson Florida Public Sector and Special 8 15 15 District Experience(15 pts) Experience with Fully Insured and 8 12 15 Level-Funded Plans(15 pts) Workday Knowledge and 6 5 5 Administrative Capabilities(15 pts) Cost Containment Strategies and 18 20 15 Financial Consulting Approach (20 pts) Scope of Services and Responsiveness 8 8 8 to RFP Requirements(10 pts) Customer Service,Account 3 3 3 Management,and Communication Approach(3 pts) Compensation/Fee Proposal and 2 2 2 Overall Value(2 pts) Total Score(Max 100) 68 81 83 Comments Qualifications, Experience,and References(20 pts): Summer Berndt:All participants are qualified and have sufficient experience. Stanley Jurewicz: RFP response reflects an adequate understanding of services being procured. Resumes were good although they could have been better directed to experience with specific scope of work elements. Good stability of key personnel.Stegall and Johnson have solid relevant experience. No real direct Workday experience.They claim alternative funding but not necessarily a lot with level-funded plans specifically. Kim Richardson:Well qualified firm Florida Public Sector and Special District Experience(15 pts): Summer Berndt: Meets requirements Stanley Jurewicz: Plenty of Florida public sector experience-CCUA and 70 others.They seem to be well versed in working with public entities. EVALUATION TABULATION Request For Proposal - Employee Benefits Consulting and Administrative Services Page 9 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services Kim Richardson: Demonstrated experience in Florida Public Sector and Special District Experience with Fully Insured and Level-Funded Plans(15 pts): Summer Berndt: Examples given in similar projects summary and CCUA pas projects summary gave clear indications of abilities. Stanley Jurewicz: Plenty of experience with fully and self-insured.Would have been helpful to expand this with a little more detail. However,the cases were interesting and largely backed up experience claims. Customer One seems something like a level-funded plan, but it would have been helpful had they provided more explanation to make the connection clear. Kim Richardson: Demonstrated Experience with Fully Insured and Level-Funded Plans Workday Knowledge and Administrative Capabilities(15 pts): Summer Berndt: No specific examples of coordination with Workday.Current indications are that it is capable. Stanley Jurewicz: Nothing in the response that would indicate any type of good understanding of Workday,although there is some familiarity with it. Kim Richardson: Did not demonstrate ability utilizing Workday HCM and Benefits Administration Cost Containment Strategies and Financial Consulting Approach(20 pts): Summer Berndt: Information submitted in CCUA Past Projects summary provide examples of meeting these points. Stanley Jurewicz:There was good detail in the case studies that indicate a particularly high level of competence and skill in cost containment strategies. Kim Richardson: Did not demonstrate Proposed strategies to assist CCUA in managing and containing healthcare and benefits costs beyond current projects or future recommendations. Scope of Services and Responsiveness to RFP Requirements(10 pts): Summer Berndt:All items provided,some unclear. Stanley Jurewicz:They demonstrated a solid understanding of CCUA objectives,and some competence that would be useful to assessing alternative funding mechanisms.Workday knowledge seems tangential at best. Kim Richardson: Did not demonstrate ability to provide the requested scope of services Customer Service,Account Management,and Communication Approach(3 pts): Summer Berndt: Meets all areas Stanley Jurewicz:Seems like a cohesive team that has been working together for a time. Kim Richardson: Demonstrated approach to customer service,account management,and communication. Compensation/Fee Proposal and Overall Value(2 pts): Summer Berndt:Cost of services is highly competitive. Stanley Jurewicz: Fixed fee offer is good.Cost seems appropriate for services to be rendered. EVALUATION TABULATION Request For Proposal-Employee Benefits Consulting and Administrative Services Page 10 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services Kim Richardson: Competitive Compensation/Fee Proposal and Overall Value The Bailey Group, an NFP Company Scores by Evaluator and Criteria Evaluation Item Summer Berndt Stanley Jurewicz Kim Richardson Qualifications, Experience,and 15 15 20 References(20 pts) Florida Public Sector and Special 8 11 15 District Experience(15 pts) Experience with Fully Insured and 8 11 15 Level-Funded Plans(15 pts) Workday Knowledge and 3 3 5 Administrative Capabilities(15 pts) Cost Containment Strategies and 5 14 10 Financial Consulting Approach (20 pts) Scope of Services and Responsiveness 7 7 8 to RFP Requirements(10 pts) Customer Service,Account 3 3 3 Management,and Communication Approach(3 pts) I Compensation/Fee Proposal and 1 1 1 Overall Value(2 pts) Total Score(Max 100) 50 65 77 Comments Qualifications, Experience,and References(20 pts): Summer Berndt:Ample experience examples provided. EVALUATION TABULATION Request For Proposal - Employee Benefits Consulting and Administrative Services Page 11 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services Stanley Jurewicz:The resumes are a bit general to meaningfully assess their experience in delivering the desired service, but the listed client cases support some of the experience claims.The continuity of the key persons is very good.The key specialists are strong and would likely provide excellent support in their particular areas should it be needed. Local presence could be a plus. Kim Richardson:Well qualified firm Florida Public Sector and Special District Experience(15 pts): Summer Berndt: Requirements Met Stanley Jurewicz:General comments about public sectors but inadequate specificity to demonstrate the depth of this experience. However.Client#1,the Clay County BOCC experience is a strong listing. Kim Richardson: Demonstrated experience in Florida Public Sector and Special District Experience with Fully Insured and Level-Funded Plans(15 pts): Summer Berndt:Company experience provides details regarding key points. Stanley Jurewicz: Claimed in the described Client#2 to have assessed level-funded plan options, but the lack of detail makes it difficult to evaluate the strength of this experience.Client#3 is interesting in that it shows them having adopted different funding mechanisms over time as needed to support an evolving organization. Kim Richardson: Demonstrated Experience with Fully Insured and Level-Funded Plans Workday Knowledge and Administrative Capabilities(15 pts): Summer Berndt: Examples of workday coordination not provided. Executive summary states as a capability. Stanley Jurewicz: Claims capability to support Workday, but did not articulate experience that demonstrated that they actually have done so. Kim Richardson: Did not demonstrate ability utilizing Workday HCM and Benefits Administration Cost Containment Strategies and Financial Consulting Approach (20 pts): Summer Berndt: No specific examples or strategies provided. Stanley Jurewicz:The cases list some of these, but some quantifying of these accomplishments would have been useful.They claim to have the requisite experience and capabilities, but more detail would have added substance to these claims. Kim Richardson: Did not demonstrate Proposed strategies to assist CCUA in managing and containing healthcare and benefits costs Scope of Services and Responsiveness to RFP Requirements(10 pts): Summer Berndt:All items provided,some unclear. Stanley Jurewicz:The response only generally articulated a plan and capabilities to deliver the scope of services. However,the skill set of the support personnel and the descriptions in the Client Cases indicate capabilities in many of the services in the scope. Kim Richardson: Did not demonstrate ability to provide the requested scope of services EVALUATION TABULATION Request For Proposal-Employee Benefits Consulting and Administrative Services Page 12 EVALUATION TABULATION RFP No. RFP No. 2025/2026-A05 Employee Benefits Consulting and Administrative Services Customer Service,Account Management,and Communication Approach (3 pts): Summer Berndt: Meets all areas Stanley Jurewicz:The structure of the delivery team is clear and the local presence would be helpful.Seems they likely would be responsive. Kim Richardson: Demonstrated approach to customer service,account management,and communication. Compensation/Fee Proposal and Overall Value(2 pts): Summer Berndt: No flat fee option given,commission ranges seem high. Stanley Jurewicz: Based on commission percents given, estimated cost is$168K. Kim Richardson: Less competitive compensation structure EVALUATION TABULATION Request For Proposal - Employee Benefits Consulting and Administrative Services Page 13