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File #: 12-231    Version: 1 Name: Willis Consulting Contract Report
Type: Action Report Status: Signed
File created: 2/18/2012 In control: Milwaukee County Board of Supervisors
On agenda: Final action: 3/27/2012
Title: From the Benefits Administrator, Department of Human Resources, requesting authorization to execute a three-year contract with Willis for benefits consulting and actuarial services through December 2014 with two additional consecutive one-year renewal options at the County’s discretion. (Referred to the Committees on Finance and Audit and Personnel.)
Attachments: 1. REPORT, 2. RESOLUTION, 3. FISCAL NOTE, 4. CB Resolution, 5. Audio F&A 03/08/12, 6. Audio PER 03/09/12
Related files: 16-461, 20-199, 21-299
Title
From the Benefits Administrator, Department of Human Resources, requesting authorization to execute a three-year contract with Willis for benefits consulting and actuarial services through December 2014 with two additional consecutive one-year renewal options at the County’s discretion. (Referred to the Committees on Finance and Audit and Personnel.)

Body

Issue/Background

In late November 2011 the Employee Benefits Division was tasked with developing and releasing an RFP for consulting and actuarial services beginning in 2012. With the pending transition of Employee Benefits from the Department of Administrative Services to the Department of Human Resources, DAS confirmed that the administration of any resulting benefits consulting contract would fall within the scope of the Director of Human Resources.

The RFP followed the procedures outlined in chapter 56.30 of the Milwaukee County code of ordinances, and the successful bidder is required to comply with the disadvantaged business enterprise (DBE) policy defined in CFR 49 Part 23 and 26 and Chapter 42 of the Milwaukee County Ordinances.

On December 12, 2011 the draft RFP, scope of services, and suggested selection criteria were distributed to DAS and the employee benefits workgroup for commentary. A review panel including representatives from DAS Fiscal, Milwaukee County Board Staff, Employee Benefits, the Community Business Development Partners, and the Milwaukee County Transit System’s benefit staff was assembled to finalize the RFP, including the selection criteria and scoring for selecting finalists.

On January 6th, 2012, the RFP was posted to the County procurement site and notice was published in the Milwaukee Journal Sentinel. Bids were due January 20th, and reviewed by the panel on Janaury 27th. The review panel selected 3 bids as finalists.

Finalists were given 90 minutes to present their best and final proposal to the review panel. Additional time was also allotted to each final...

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