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File #: 20-2646    Version: 1 Name:
Type: Orange County Transportation Authority Item Status: Passed
File created: 4/13/2020 In control: Finance and Administration Committee
On agenda: 5/13/2020 Final action: 5/22/2020
Title: Sole Source Agreement for Health Insurance Brokerage Services
Sponsors: Bea Maselli, Maggie McJilton
Attachments: 1. Transmittal, 2. Staff Report


Sole Source Agreement for Health Insurance Brokerage Services



In order to continue participation in the California State Association of Counties Excess Insurance Authority’s purchasing insurance pool for employee health and welfare insurance benefits, pool members are required to have Alliant Insurance Services, Inc. as their primary broker of record. A proposal was solicited and received from Alliant Insurance Services, Inc. as a sole source procurement for health insurance brokerage services. Board of Directors’ approval is required for the firm to provide the services.



Authorize the Chief Executive Officer to negotiate and execute sole source Agreement No. C-0-2078 between the Orange County Transportation Authority and Alliant Insurance Services, Inc., in the amount of $342,000, for a three-year initial term, effective June 1, 2020 through May 31, 2023, with one, two-year option term, to provide health insurance brokerage services.