Interoffice Memorandum
DATE: October 14, 2025
TO: Mayor Jerry L. Demings and County Commissioners
FROM: Carrie Mathes, FNIGP, CFCM, NIGP-CPP, CPPO, C.P.M., Manager II, Procurement Division
CONTACT: John Petrelli, Director, Risk Management and Professional Standards
PHONE: 407-836-9636
SUBJECT: Approval of Amendment No. 12 Contract Y20-1061, Insurance Broker Services for Commercial Insurance Program
ACTION REQUESTED:
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Approval of Amendment No. 12, Contract Y20-1061, Insurance Broker Services for Commercial Insurance Program, with Arthur J. Gallagher Risk Management Services, LLC, in the amount of $152,453.75, for a revised estimated contract amount of $1,063,013.75. ([Administration and Fiscal Services Department Risk Management and Professional Standards Division] Procurement Division)
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PROCUREMENT:
This amendment extends the contract for a six-month period from December 17, 2025 through June 16, 2026 to avoid a lapse in commercial insurance broker services and allowing sufficient time for the re-solicitation process to be completed. The re-solicitation was issued on October 22, 2025.
The contract currently provides insurance broker services and services that support the formation and annual maintenance of the County’s captive insurance program. Arthur J. Gallagher Risk Management Services, LLC, in conjunction with one of their subsidiaries, Artex Risk Solutions, Inc., which serves as a consultant and has been assisting the County in the formation and maintenance of its captive insurance program.
FUNDING:
Funding is available in account number 5510-025-0328-3350.
APPROVALS:
The Risk Management Committee and the Risk Management Division concur with this
recommendation.
REMARKS:
On November 10, 2020, the Board authorized award of Contract Y20-1061, Insurance Broker Services for Commercial Insurance Program to Arthur J. Gallagher Risk Management Services, LLC., in the estimated amount of $615,000 for a three-year term with two additional one-year renewal terms.
The additional funding requested will support the extension, with annual and software support fees pro-rated accordingly.
Previous contract amendments are as follows:
Amendment No. 1: Additional terms were added to Exhibit A Scope of Services. Line items were added to Exhibit B fee schedule and increased the total contract by $34,000 for a revised estimated contract amount of $649,000.
Amendment No. 2: Renewed premiums (Not-to-Exceed $5,547,750) for the April 1, 2021 through March 31, 2022 service period were added to Exhibit A Scope of Services. The contract amount remained unchanged. The Board approved this amendment on March 23, 2021.
Amendment No. 3: Renewed premiums (Not-to-Exceed $6,016,550) for the April 1, 2022 through March 31, 2023 service period were added to Exhibit A Scope of Services. The contract amount remained unchanged. The Board approved this amendment on March 22, 2022.
Amendment No. 4: Renewed premiums (Not-to-Exceed $8,868,550) for the April 1, 2023 through March 31, 2024 service period were added to Exhibit A Scope of Services. The contract amount remained unchanged. The Board approved this amendment on March 21, 2023.
Amendment No. 5: Added funding for Year 2 special project fee costs identified in Amendment No. 1 and additional risk profiles needed for the County’s insurance tracking system. The amendment increased the total contract by $35,000 for a revised estimated contract amount of $684,000. The Board approved this amendment on May 2, 2023.
Amendment No. 6: Additional funding for Year 3 special project fee costs identified in Amendment No. 1 and Tier 2 Cloud based software line item was modified. The amendment increased the total contract by $49,560 for a revised estimated contract amount of $733,560.
Amendment No. 7: Renewed the contract for the period of December 17, 2023 through December 16, 2024. The contract amount remained unchanged.
Amendment No. 8: Added funding for a feasibility study to explore the feasibility of the County forming its own captive insurance program. The amendment increased the total of the contract by $30,000, for a revised estimated contract amount of $763,560.
Amendment No.9: Renewed the contract for the period of December 17, 2024 through December 16, 2025. The contract amount remained unchanged
Amendment No. 10: Added Formation, actuarial, and management services in support of the County’s captive insurance company. This amendment facilitated the addition of services to support the formation and annual maintenance of the County’s captive insurance program. The amendment increased the total contract by $147,000, for a revised estimated contract amount of $910,560. The Board approved this amendment on November 19, 2024.
Amendment No. 11: Renewed premiums (Not-to-Exceed $6,911,300) for April 1, 2025 through March 31, 2026 service period were added to Exhibit A Scope of Services. The contract amount remained unchanged. The Board approved this amendment on March 25, 2025.