DAS071_CSP900721_Amendment_4.pdf

Index No.: DAS071 Contract No.: CSP900721 Eff. Date: 08/30/24

STATE OF OHIO

DEPARTMENT OF ADMINISTRATIVE SERVICES

GENERAL SERVICES DIVISION

OFFICE OF PROCUREMENT SERVICES

4200 SURFACE ROAD, COLUMBUS, OH 43228-1395

AMENDMENT FOR CHANGE

AMENDMENT NO. 4

TO: OHIO DEPARTMENT OF ADMINISTRATIVE SERVICES, OFFICE OF RISK MANAGEMENT

FROM: KATHLEEN C. MADDEN, DIRECTOR, DEPARTMENT OF ADMINISTRATIVE SERVICES

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

OHIO

Attached are pages 2 and 5 to this contract. Remove these pages from the existing contract and replace with the attached pages on the effective date.

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.

All other prices, terms and conditions remain unchanged.

This Amendment, the main Requirements Contract and any additional amendments thereto are available from the DAS Web site at the following address:

http://www.ohio.gov/procure

Affected Contractor(s):

0000196469 Alliant Insurance Services, Inc.

1301 Dove St., Suite 200 Newport Beach, CA 92660 jjswarbrick@alliant.com

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

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

SUMMARY OF AMENDMENTS