CSP013170_INS004_Contract_Rev.pdf

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Competitive Selection OH|CSP013170
Contract number
CSP013170
Issued by
Ohio

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This is a Mandatory Use Contract issued by the State of Ohio's Department of Administrative Services, General Services Division, Office of Procurement Services for the Administration of the Insurance Agent License Examination Program. The contract is awarded to PSI Services LLC, located in Glendale, California, with a contract number of CSP013170. The initial contract period runs from 07/01/23 to 06/30/25, with a renewal option through 06/30/27.

The contract covers the administration of insurance agent license examinations at multiple test center locations in Ohio, including eight existing locations and three additional newly approved locations. Pricing is set at $49.00 per examination for English and non-English language tests, with a $50.00 interpreter fee. Additional services include a $20.00 fee for photo-bearing license cards and surety bail bond agent cards, a $25.00 fee for criminal background checks, and no charge for special examination accommodations. The contract is available to the Ohio Department of Insurance, with no guaranteed volume of services, and all costs are specified in U.S. Dollars with no additional reimbursement for travel or related expenses.

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Index No.: INS004

Eff. Date: 07/01/25

STATE OF OHIO

DEPARTMENT OF ADMINISTRATIVE SERVICES

GENERAL SERVICES DIVISION

OFFICE OF PROCUREMENT SERVICES

4200 SURFACE ROAD, COLUMBUS, OH 43228-1395

MANDATORY USE CONTRACT FOR: ADMINISTRATION OF THE INSURANCE AGENT LICENSE EXAMINATION

PROGRAM

CONTRACT NUMBER: CSP013170 EFFECTIVE DATES: 07/01/23 TO 06/30/25

* Renewal through 06/30/27

The Department of Administrative Services has accepted Proposals submitted in response to Request for Proposal (RFP) No.

SRC0000006696 that opened on 01/27/23. The evaluation of the Proposal responses has been completed. The Offeror listed herein has been determined to be the highest ranking Offeror and has been awarded a Contract for the services listed. The respective Proposal response including, Contract Terms & Conditions, any Proposal amendment, special Contract Terms & Conditions, specifications, pricing schedules and any attachments incorporated by reference and accepted by DAS become a part of this Services Contract.

This Requirements Contract is effective beginning and ending on the dates noted above unless, prior to the expiration date, the Contract is renewed, terminated, or cancelled in accordance with the Contract Terms and Conditions.

This Requirements Contract is available to the Ohio Department of Insurance as applicable.

The agency is eligible to make purchases of the contracted services in any amount and at any time as determined by the agency. The State makes no representation or guarantee that department will purchase the volume of services as advertised in the Request for Proposal.

This Requirements Contract and any Amendments thereto are available from the DAS Web site at the following address:

https://procure.ohio.gov/

*Indicates twenty-four (24) month contract renewal through 06/30/27.

Index No. INS004 Eff. Date: 07/01/23

MUTUALLY AGREED UPON CLARIFICATIONS

PSI Services offered within their proposal eight (8) test center locations in Ohio, with the ability to add three (3) more if the State would like those locations to be available as well. The State accepts the addition of these three (3) locations. Those locations are as follows:

14 Triangle Park Drive Suite 1403 Cincinnati, OH 54246

4240 Airport Rd Suite 106 Cincinnati, OH 45226

8536 Crow Dr Macedonia, OH 44056

COST SUMMARY

ADMINISTRATION OF THE INSURANCE AGENT LICENSE EXAMINATION PROGRAM

CSP013170

UNSPSC CATEGORY CODE: 86000000

DESCRIPTION

PRICE PER

CANDIDATE

Examination Fee (English) – Test Center

$49.00

Examination Fee (English) – Remote

Examination Fee (Language other than English)

Interpreter Fee

$50.00

Fee to provide special accommodations with Examination

$0.00

Photo-bearing license card fee for surety bail bond agents.

$20.00

Replacement of License Card

$20.00

Criminal Background Checks.

$25.00

All costs must be in U.S. Dollars.

The State will not be responsible for any costs not identified.

There will be no additional reimbursement for travel or other related expenses.

CONTRACTOR INDEX

CONTRACTOR AND TERMS: BID CONTRACT NO.: CSP013170

225734 PSI Services LLC 611 N. Brand Blvd., 10th Floor Glendale, CA 91203

CONTRACTOR’S CONTACT:

Alon Schwartz Office: 818-847-6180 ext. 7327 Fax: 818-847-6701 E-mail: aschwartz@psionline.com mailto:aschwartz@psionline.com

Index No.: INS004 Eff. Date: 07/01/25

SUMMARY OF AMENDMENTS

Amendment

Number Effective

Date Description

1 07/01/25

As a result of mutual agreement between the State of Ohio and the Contactor, this amendment is issued to renew the subject contract an additional twenty-four (24) months, effective 07/01/25 through 06/30/27.

Additionally, this amendment is issued to add the Summary of Amendments.

CONTRACT FOR: ADMINISTRATION OF THE INSURANCE AGENT LICENSE EXAMINATION PROGRAM
SUMMARY OF AMENDMENTS

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