Department
Finance
Requested Action (Identify appropriate Action or Motion, purpose, cost, timeframe, etc.)
title
Request approval to renew existing contract - Finance Department, 24RFP1336388C-MH, Professional Property & Casualty Broker Services in an amount not to exceed $94,500.00 with Edgewood Partners Insurance Center (EPIC), (Duluth, GA) to provide professional Property & Casualty brokerage services. This action exercises the first of two renewal options. One renewal option remains. Effective dates: January 1, 2026, through December 31, 2026. (APPROVED UPON ADOPTION OF THE CONSENT AGENDA)
body
Requirement for Board Action (Cite specific Board policy, statute or code requirement)
In accordance with Purchasing Code Section 102-394(6), the Purchasing Department shall present all renewal requests to the Board of Commissioners at least 90 days prior to the contract renewal date, 60 days if the contract term is six (6) months or less.
Strategic Priority Area related to this item (If yes, note strategic priority area below)
Open and Responsible Government
Commission Districts Affected
All Districts ☒
District 1 ☐
District 2 ☐
District 3 ☐
District 4 ☐
District 5 ☐
District 6 ☐
Is this a purchasing item?
Yes
Summary & Background
Scope of Work: Provide professional insurance brokerage services to include but not limited to marketing/placement of insurance coverages, public official bonds, claim advocate services, generating certificate of insurance and insurance consulting services.
Community Impact: Maintain effective insurance coverages for County operations
Department Recommendation: Finance recommends approval.
Project Implications: None
Community Issues/Concerns: None
Department Issues/Concerns: None
Contract Modification
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CURRENT CONTRACT HISTORY |
BOC ITEM |
DATE |
DOLLAR AMOUNT |
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Original Award Amount |
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$94,500.00 |
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1st Renewal |
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$94,500.00 |
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Total Revised Amount |
|
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$189,000.00 |
Contract & Compliance Information (Provide Contractor and Subcontractor details.)
Contract Value: $94,500.00
Prime Vendor: EPIC Insurance Brokers, Inc.
Prime Status: Non-Minority
Location: Duluth, GA
County: Gwinnett County
Prime Value: $94,500.00 or 100.00%
Total Contract Value: $94,500.00 or 100.00%
Total M/FBE Value: $-0-
Exhibits Attached
Exhibit 1: Contract Renewal Form
Exhibit 2: Performance Evaluation
Exhibit 3: Contract Renewal Evaluation Form
Contact Information (Type Name, Title, Agency and Phone)
title
Ray Turner, Interim Finance Director, 404-612-7737
Contract Attached
title
No
Previous Contracts
title
Yes
Total Contract Value
|
Original Approved Amount: |
$94,500.00 |
|
Previous Adjustments: |
$0 |
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This Request: |
$94,500.00 |
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TOTAL: |
$189,000.00 |
Grant Information Summary
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Amount Requested: |
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☐ |
Cash |
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Match Required: |
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☐ |
In-Kind |
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Start Date: |
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☐ |
Approval to Award |
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End Date: |
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☐ |
Apply & Accept |
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Match Account $: |
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|
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Fiscal Impact / Funding Source
Funding Line 1: Risk Management Fund, Non-Agency, Claims
725-999-P001-1242: Risk management Fund, Non-Agency, General Liability/Excess Insurance/Litigation Expenses - $94,500.00 (contingent upon approval of the 2026 budget)
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Key Contract Terms |
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Start Date: 1/1/2026 |
End Date: 12/31/2026 |
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Cost Adjustment: |
Renewal/Extension Terms: 1 renewal option |
Overall Contractor Performance Rating: 97
Would you select/recommend this vendor again?
Yes
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Report Period Start: |
Report Period End: |
|
7/1/2025 |
9/30/2025 |