CSP015456_Contract_Rev.pdf
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- Attached to
- Competitive Selection OH|CSP015456
- Contract number
- CSP015456
- Issued by
- Ohio
About this file
This is a Mandatory Use Contract issued by the State of Ohio's Department of Administrative Services (DAS) for the Administration of the Insurance Agent Continuing Education Program. The contract is awarded to PSI Services LLC, located in Glendale, California, through a competitive Request for Proposal (RFP) process. The contract number is CSP015456 and was initially effective from 08/01/23 to 06/30/25, with a subsequent amendment extending the contract for an additional 24 months through 06/30/27.
The contract provides for the quarterly administration of the Insurance Agent Continuing Education Program, with a fixed administrative fee of $25,000 per quarter. The contract is available to the Ohio Department of Insurance and allows the agency to purchase contracted services as needed, with no guaranteed volume commitment. PSI Services will use experienced auditors based in the Upper Midwest to conduct classroom course auditing. The contract includes no additional reimbursement for travel or related expenses, and all costs are to be paid in U.S. Dollars. The contract was competitively bid under UNSPSC Category Code 86000000 and includes provisions for potential renewal and amendment.
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Other files
| File | Type | Posted |
|---|---|---|
| CSP015456_Amendment_1.pdf |
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Text version
Index No.: INS003
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 CONTINUING EDUCATION
PROGRAM
CONTRACT NUMBER: CSP015456 EFFECTIVE DATES: 08/01/23 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.
SRC0000009766 that opened on 05/24/23. 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. INS003 Eff. Date: 08/01/23
MUTUALLY AGREED UPON CLARIFICATIONS
PSI Services stated experienced auditors based out of the Upper Midwest will be used to conduct classroom course auditing.
COST SUMMARY
ADMINISTRATION OF THE INSURANCE AGENT CONTINUING EDUCATION PROGRAM
CSP015456
UNSPSC CATEGORY CODE: 86000000
DESCRIPTION
COST
Administrative Fee- Quarterly
$25,000.00
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.: CSP015456
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.: INS003 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 CONTINUING EDUCATION PROGRAM |
| SUMMARY OF AMENDMENTS |
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