DEPARTMENT
Finance
REQUESTED ACTION (Identify appropriate Action or Motion, purpose, cost, timeframe, etc.)
title
Request approval of a recommended proposal - Finance Department, 21RFP102521C-MH Professional Property & Casualty Brokerage Services in the amount of $94,500.00 with Edgewood Partners Insurance Center (EPIC), (Duluth, GA) to provide professional Property & Casualty brokerage services effective January 1, 2022 through December 31, 2022, with two renewal options. (APPROVED)
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REQUIREMENT FOR BOARD ACTION (Cite specific Board policy, statute or code requirement)
In accordance with Purchasing Code Section 102-374 and 102-375, all competitive sealed proposals shall be forwarded to the Board of Commissioners for approval.
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 (First sentence includes Agency recommendation. Provide an executive summary of the action that gives an overview of the relevant details for the item.)
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 & 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 o...
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