File #: A 19-165    Name: 2019 Turner Agreement
Type: BoS Agreement Status: Passed - Human Resources Department
File created: 5/23/2019 In control: Board of Supervisors
On agenda: 6/11/2019 Final action: 6/11/2019
Title: a. Approve and authorize the Contracts and Purchasing Officer to sign an Agreement with Turner Consulting and Actuarial, LLC for the provision of benefits consulting, brokerage and actuarial services with the initial term beginning July 1, 2019 through June 30, 2022, including the option to extend the Agreement for up to two (2) additional one (1)-year periods in an amount not to exceed $150,000 for the term of the contract; and b. Authorize the Contracts and Purchasing Officer to sign future Amendments to the Agreement where the Amendments do not significantly change the scope of work or cause and increase in the rates of more than ten percent (10%).
Attachments: 1. Board Report, 2. 6.11.19 Turner Agreement, 3. 51. Completed Board Order, 4. Executed Agreement File I.D. A 19-165 Item No. 51
Title
a. Approve and authorize the Contracts and Purchasing Officer to sign an Agreement with Turner Consulting and Actuarial, LLC for the provision of benefits consulting, brokerage and actuarial services with the initial term beginning July 1, 2019 through June 30, 2022, including the option to extend the Agreement for up to two (2) additional one (1)-year periods in an amount not to exceed $150,000 for the term of the contract; and
b. Authorize the Contracts and Purchasing Officer to sign future Amendments to the Agreement where the Amendments do not significantly change the scope of work or cause and increase in the rates of more than ten percent (10%).
Report
RECOMMENDATION:
It is recommended that the Board of Supervisors:
a. Approve and authorize the Contracts and Purchasing Officer to sign an Agreement with Turner Consulting and Actuarial, LLC for the provision of benefits consulting, brokerage and actuarial services with the initial term beginning July 1, 2019 through June 30, 2022, including the option to extend the Agreement for up to two (2) additional one (1)-year periods in an amount not to exceed $150,000 for the term of the contract; and
b. Authorize the Contracts and Purchasing Officer to sign future Amendments to the Agreement where the Amendments do not significantly change the scope of work or cause and increase in the rates of more than ten percent (10%).

SUMMARY/DISCUSSION:
Turner Consulting and Actuarial, LLC is a full-service employee benefit consulting firm specialized in benefit program strategic planning and actuarial services.

The County has engaged Turner Consulting and Actuarial, LLC to provide strategic planning, account management, and actuarial reports on the county's self-funded dental and vision plans;
vendor renewal analysis, financial management and reporting on the disability and life insurance; support with the medical/Rx program management and ad hoc projects; and an actuarial report to Natividad to assist with health pl...

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