File #: 23-302    Name: Approve and authorize the Contracts/Purchasing Officer to sign Amendment No. 8 to Agreement No. A-13188 between the County of Monterey and UNUM extending the term of the agreement through June 30, 2025
Type: General Agenda Item Status: Passed
File created: 4/7/2023 In control: Board of Supervisors
On agenda: 4/18/2023 Final action: 4/18/2023
Title: a. Approve and authorize the Contracts/Purchasing Officer to sign Amendment No. 8 to Agreement No. A-13188 between the County of Monterey and UNUM Life Insurance Company of America extending the term of the agreement through June 30, 2025; and b. Authorize the Contracts/Purchasing Officer to sign future amendments to the agreement where the amendments do not significantly change the scope of work or cause an increase in the agreement rates to a total of more than 10%.
Attachments: 1. Board Report, 2. UNUM Amendment #8, 3. UNUM_Amendment_#7_Executed, 4. UNUM Amendment #6_Executed, 5. UNUM (MYA 2325)_Amend5_Executed, 6. UNUM (MYA 2325)_Amend4-Executed, 7. UNUM (MYA 2325)_Amend3-Executed, 8. UNUM (MYA 2325) Amend2_Executed, 9. UNUM (MYA 2325) Amend1_Executed, 10. Unum Standard Agreement, 11. Completed Board Order Item No. 55
Title
a. Approve and authorize the Contracts/Purchasing Officer to sign Amendment No. 8 to Agreement No. A-13188 between the County of Monterey and UNUM Life Insurance Company of America extending the term of the agreement through June 30, 2025; and
b. Authorize the Contracts/Purchasing Officer to sign future amendments to the agreement where the amendments do not significantly change the scope of work or cause an increase in the agreement rates to a total of more than 10%.

Report
RECOMMENDATION:
It is recommended that the Board of Supervisors:
a. Approve and authorize the Contracts/Purchasing Officer to sign Amendment No. 8 to Agreement No. A-13188 between the County of Monterey and UNUM extending the term of the agreement through June 30, 2025; and
b. Authorize the Contracts/Purchasing Officer to sign future amendments to the agreement where the amendments do not significantly change the scope of work or cause an increase in the agreement rates to a total of more than ten percent (10%).

SUMMARY/DISCUSSION:
On June 21, 2016, the Board of Supervisors approved Agreement No. A-13188 between the County of Monterey and UNUM to provide administration of the self-funded short-term disability advice-to-pay services, fully insured employer-paid long-term disability (LTD) benefits, and fully insured voluntary employee-paid LTD benefits with the option to extend the agreement by mutual consent of the parties. The latest amendment extended the term through and including June 30, 2023.

The County of Monterey published a Request for Proposals (RFP) on November 17, 2022 to solicit proposals for disability insurance benefits for County of Monterey employees. The County determined the proposals received were not financially attractive or beneficial to the current participants, and therefore, decided to reject all bids and continue with the current vendor, UNUM.

The Human Resources Department is now requesting that the term of the agreement be extended through and including...

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