CSP900721_DAS071_Contract.Rev.pdf

Index No.: DAS071

Eff. Date: 7/01/24

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: PROPERTY AND CASUALTY INSURANCE, BROKER OF RECORD (BOR), STATE

OF OHIO

CONTRACT NUMBER: CSP900721 EFFECTIVE DATES: 07/01/20 TO 06/30/22

* Renewal through 06/30/26

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

CSP900721 that opened on 3/09/20. 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 Administrative Services, Office of Risk Management 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:

www.ohio.gov/procure

*Indicates a twenty-four (24) month renewal, effective July 1, 2024 through June 30, 2026

Eff. Date: 08/30/24

MUTUALLY AGREED UPON CHANGES

The State of Ohio and the Contractor agree to the following change:

PROHIBITION OF THE EXPENDITURE OF PUBLIC FUND FOR OFFSHORE SERVICES

No State Cabinet Agency, Board or Commission will enter into any contract to purchase services provided outside of the United States or that allows State data to be sent, taken, accessed, tested, maintained, backed-up, stored, or made available remotely outside (located) of the United States, unless a duly signed waiver from the State has been attained.

Notwithstanding any other terms of this Contract, the State reserves the right to recover any funds paid for services the Contractor performs outside of the United States for which it did not receive a waiver. The State does not waive any other rights and remedies provided to the State in the Contract.

Further, no State agency, board, commission, State educational institution, or pension fund will make any purchase from or investment in any Russian institution or company. Notwithstanding any other terms of this Contract, the State reserves the right to recover any funds paid to Contractor for purchases or investments in a Russian institution or company in violation of this paragraph. The provisions of this paragraph will expire when the applicable Executive Order is no longer effective.

The Contractor must complete the Contractor/Subcontractor Affirmation and Disclosure Form affirming the Contractor understands and will meet the requirements of the above prohibition. During the performance of this Contract, if the Contractor changes the location(s) disclosed on the Affirmation and Disclosure Form, Contractor must complete and submit a revised Affirmation and Disclosure Form reflecting such changes.

*REQUIRED AUTHORIZATION

The Contractor (Alliant Insurance Services) will provide broker services directly to state agencies, upon written authorization from the Office of Risk Management (ORM). Contractor must not provide broker services directly to a state agency without being in receipt of a copy of the written authorization from ORM. All services, including the placement of insurance, fees, and commissions, shall be billed directly to the state agency. All fees and commissions shall be separate from the annual broker fee and shall be charged at a rate mutually agreed upon between the purchasing agency and Alliant.

Authorizations may be issued for the following:

• Newly elected statewide officials who wish to utilize the State’s broker for the purchase of their public official bond upon taking office.

• Insurance or bond purchases for non-state parties that are being paid for, administered by, or overseen by a state agency in support of the agency’s official business.

• Builder’s Risk, Owner’s Liability, OCIPs, and bonds for large state construction projects.

• Any other situation where the ORM cannot meet the needs of the state agency due to lack of statutory authority, or when the cost to the State could be significantly reduced by allowing the agency to utilize the Contract.

*Indicates revision to Mutually Agreed Upon Changes

Eff. Date: 07/01/24

Property and Casualty Insurance, Broker of Record, State of Ohio

CSP900721 DAS071

UNSPSC CATEGORY CODE: 84130000, 84131500, 64121500

Premiums for all insurance products procured on behalf of the State shall be net of broker commissions.

OAKS ITEM #: 38034

Invoices are to be submitted annually from the Contractor and must identify the activities performed.

DESCRIPTION

Annual Not-to-Exceed Amount

[For the Period of 7/1/20 - 6/30/26*]

Flat Fee for core services:

Included in Core Fee Services:

• Twenty-five (25) hours of free loss control support;

• Hot Work Permit Program (upon request);

• Fire Impairment Notification and Tags (upon request);

• Live Webinar Trainings (10 Property Webinars Annually);

• Safety Fact Sheet and Template Database (Access to hundreds of documents, power points and templates on a variety of property and safety topics);

• Online Videos (Access to online streaming and DVD library of safety topics); and,

• Risk Control Newsletter (Quarterly News Letter: Topics range from accident forensics, benefits of infrared surveys, roof inspections, crime prevention, OSHA, claims, many others)

$230,000.00 Annually

Full Service: Core services plus optional services (Optional services must be detailed with an attached description and associated costs)

$Separate Charges Annually

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.

The State will pay the broker fee based upon submitted annual invoices.

The State will pay premium invoices Net10 in compliance with ORC Chapters 3902 and 3937.

*Indicates update to date as a result of the renewal.

Eff. Date: 07/01/22 *Page 4

CONTRACTOR INDEX

CONTRACTOR AND TERMS: CONTRACT NO: CSP900721

0000196469 Alliant Insurance Services, Inc.

1301 Dove St., Suite 200 Newport Beach, CA 92660 TERMS: Net 10 Days

Serviced by Michigan Office:

Alliant Insurance Services, Inc.

1050 Wilshire Drive, Suite 210 Troy, MI 48084

REMIT TO ADDRESS:

Alliant Insurance Services, Inc.

701 B. Street, 6th Floor San Diego, CA 92101

CONTRACTOR’S CONTACT:

Justin Swarbrick Telephone (248) 205-2931 1050 Wilshire Drive, Suite 210 Fax (415) 402-0773 CA Headquarters Troy, MI 48084 Email jjswarbrick@alliant.com

*Indicates repagination.

Eff. Date: 08/30/24

SUMMARY OF AMENDMENTS

Amendment Number

Effective Date Description

*4

08/30/24

This amendment is issued to notify that, as a result of mutual agreement between the State of Ohio and the Contractor, revisions to the MUTUALLY AGREED UPON CHANGES have been inserted.

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

3 07/01/24

State of Ohio and the Contractor, this contract is renewed for an additional twenty-four

(24) months, effective July 1, 2024 through June 30, 2026.

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

07/01/22

State of Ohio and the Contractor, this contract is renewed for an additional twenty-four

(24) months, effective July 1, 2022 through June 30, 2024.

Additionally, this amendment is issued to include updated language regarding the Prohibition of the Expenditure of Public Funds for Offshore Services, issued to update the Summary of Amendments page, and issued to repaginate.

1 07/01/20

This amendment is issued to revise the Contractor’s contact e-mail address and to add the Summary of Amendments Page.

*Indicates update to the Summary of Amendments Page