Primary Department: Purchasing
Primary Department Head/Elected Official: Kimberly J. Williams, JD
Secondary Department: Tax Assessor-Collector
Secondary Department Head/Elected Official: Annette Ramirez
Regular or Supplemental RCA: Regular RCA
Type of Request: Contract - Amendment
Project ID (if applicable): 230283
Vendor/Entity Legal Name (if applicable): Marsh USA LLC
MWBE Contracted Goal (if applicable): N/A
MWBE Current Participation (if applicable): N/A
Justification for 0% MWBE Participation Goal: 0% - Non-Divisible
Grant Indirect Costs Rate (if applicable):
Justification for 0% Grant Indirect Costs Rate (if applicable): Choose an item.
Request Summary (Agenda Caption):
title
Request that the County Judge execute an amendment to an agreement and a renewal option with Marsh USA LLC to add language permitting an adjustment of up to a five percent (5%) of the annual contract price to account for an increase in premium costs for commercial crime coverage for the Tax Assessor-Collector for the extended period of November 1, 2025 – October 31, 2026, with no increase in the total contract amount (230283), Justification for 0% MWBE Participation Goal: 0% - Non-Divisible.
end
Background and Discussion:
Request approval of second amendment with Marsh USA LLC for the purpose of adding language permitting an adjustment of up to five percent (5%) of the annual contract price to account for an increase in premium costs and new term November 1, 2025 – October 31, 2026.
Expected Impact:
N/A
Alternative Options:
N/A
County Strategic Plan Goal: Choose an item.
County Strategic Plan Objective: Choose an item.
Justice/Safety Initiative (Goal 1): Choose an item.
Infrastructure Initiative (Goal 2): Choose an item.
Economy Initiative (Goal 3): Choose an item.
Health Initiative (Goal 4): Choose an item.
Climate/Resilience Initiative (Goal 5): Choose an item.
Housing Initiative (Goal 6): Choose an item.
Additional notes related to the Strategic Plan:
Prior Court Action (if any):
|
Date |
Agenda Item # |
Action Taken |
|
8/29/23 |
313 |
Advertisement |
|
6/25/24 |
280 |
Award |
|
10/29/24 |
336 |
Amendment No. 1 |
Location: N/A
Address (if applicable): N/A
Precinct(s): Choose an item.
|
Fiscal and Personnel Summary |
|
Service Name |
Commercial Crime Coverage |
|
|
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Current Fiscal Year Cost |
Annual Fiscal Cost |
|
Labor |
Non-Labor |
Total |
Recurring Expenses |
|
Funding Sources |
|
|
Existing Budget |
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|
|
|
|
Choose an item. |
$ |
$ |
$ |
$ |
|
Choose an item. |
$ |
$ |
$ |
$ |
|
Choose an item. |
$ |
$ |
$ |
$ |
|
Total Existing Budget |
$ |
$ |
$ |
$ |
|
Additional Budget Request (Requires Fiscal Review Request Form) |
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|
Choose an item. |
$ |
$ |
$ |
$ |
|
Choose an item. |
$ |
$ |
$ |
$ |
|
Choose an item. |
$ |
$ |
$ |
$ |
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Total Additional Budget Request |
$ |
$ |
$ |
$ |
|
Total Funding Sources |
$ |
$ |
$ |
$ |
|
Grants – Proposed Budget (For Grants Items only) |
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Labor |
Non-Labor |
Total |
No. of Grant Years |
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Local Match Source - Existing Budget:
Choose an item. |
$ |
$ |
$ |
|
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Local Match Source - Additional Budget Request:
Choose an item. |
$ |
$ |
$ |
|
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Grant Funds Applied for/Awarded (Total) |
$ |
$ |
$ |
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Personnel (Fill out section only if requesting new PCNs) |
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Current Position Count for Service |
- |
- |
- |
- |
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Additional Positions Request |
- |
- |
- |
- |
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Total Personnel |
- |
- |
- |
- |
Anticipated Court Date: 9/18/2025
Anticipated Implementation Date (if different from Court date): Click or tap to enter a date.
Emergency/Disaster Recovery Note: Not an emergency, disaster, or ARPA related item
Contact(s) name, title, department: Jesse Rodolfo, Insurance & Recovery Manager, OMB; Corey Douglas, Senior Contract Manager, Purchasing
Attachments (if applicable): Letter, Amendment.