Preparing document for print. Please wait.
State of Ohio - Controlling Board Request
STATE OF OHIO
CONTROLLING BOARD
30 East Broad Street, 34th Floor
Columbus, Ohio 43215-3457
(614) 466-5721 FAX:(614) 466-3813
OPERATING REQUEST Controlling Board No.
DAS0101114
Status:  Approved
Meeting Date:  6/15/2020

GENERAL INFORMATION
Agency
Administrative Services


Division/Institution
General Services Division
Waiver of Competitive Selection  (Revised Code Section 127.16B)
      No Competitive Opportunity
      Agency Released Competitive Opportunity
Agency Released Competitive Opportunity (Revised Code Section 127.162)
Other Statutory Authority/Bill Section:
Operating Transfer Request  (Revised Code Section 127.14)
      Appropriation
      Cash
      Other Statutory Authority/Bill Section:
Fiscal Year(s)
2021
Bill No.
H.B. 166
Eligible for OBM
Director Approval?
No

VENDOR INFORMATION
For FYAmountNameAddressCityStateCountyZip Code
DAS01 2021 $150,000.00 Isaac, Wiles, Burkholder & Teetor, LLC 2 Miranova Place, Suite 700 Columbus OH Franklin 43215

FUNDING INFORMATION
Fund GroupFund CodeAppropriation Line ItemAppropriation Line Item NameFYAmountFYAmount
1300 100606 RISK MANAGEMENT RESERVE 2021 $150,000.00 $.00

SIGNATURES
     
Matthew Damschroder 06/15/2020
   
Agency Director or Authorized Agent On The Date Of
   
05/22/2020 W. Fletch Zimpher
   
Date Controlling Board President/OBM Director
   
AGENCY CONTACT
Name:  Mariah Halleck Title:  Legislative Liaison
Phone:  (614) 995 - 0936 Fax:  E-Mail:  Mariah.Halleck@das.ohio.gov
REQUIRED EXPLANATION OF REQUEST
  The Department of Administrative Services respectfully requests Controlling Board approval for an agency-released competitive opportunity in the amount of $150,000 from Fund 1300, ALI 100606 (Risk Management Reserve) in FY 2021 to renew the contract with Isaac, Wiles, Burkholder & Teetor, LLC, Columbus, Franklin County, to provide legal defense counsel for the Ohio Judges' Professional Liability Self-Insurance Program.  
  Isaac, Wiles, Burkholder & Teetor, LLC will serve as insurance defense counsel to judges of all municipal and common pleas courts and private and retired assigned judges located in counties that comprise the Ohio Appellate Districts 5 and 10 covered by the Ohio Judge's Professional Liability Self-Insurance Program, a self-insured program operated by DAS according to Section 9.82 of the Ohio Revised Code.

The program provides coverage in personal capacity and combined personal and official capacity claims for professional liability and employment practices liability and limited coverage through the probable cause stage of disciplinary proceedings. Isaac, Wiles, Burkholder, & Teetor, LLC, will also be responsible for providing an attorney-staffed Judicial Hotline program that provides limited advice and counsel to the insured judges and their administrative staff in pre-litigation matters, with the objective of reducing the likelihood of liability and the future expenditure of insurance funds.

DAS first assumed responsibility for the Ohio Judge's Professional Liability self-insurance program in FY 2017 at the request of the Ohio Supreme Court. At that time, we conducted an agency-released competitive opportunity, selected the current provider, and obtained Controlling Board approval (DAS0100869). On 6/12/2017, the Controlling Board approved the renewal of this contract for the FY 2018-2019 biennium (DAS0100917). On 6/10/2019, the Controlling Board approved (DAS0101054) to renew this contract for FY 2020, and DAS now requests approval to renew this contract for FY 2021.

DAS recently received proposals per a new Request for Proposals (RFP) to provide these services in the future. However, due to time constraints, we are requesting to extend the current contract into FY 2021. Once a new contract is awarded, this contract may be terminated without cause. It is our goal to review the new proposals and award new contracts by the second quarter of FY 2021.
 
  DAS0100869, 6/20/2016
DAS0100917, 6/12/2017
DAS0101054, 6/10/2019
 
Attachments Controlling Board Request No.: DAS0101114
Attachment TypeAttachment Description
Contract Isaac, Wiles, Burkholder & Teetor, LLC Original Contract
Contract amendment Isaac, Wiles , Burkholder & Teetor , LLC Addendum No. 2
 
Release and Permit Information
NameFYAmountR & P #R & P DateIssued ByComments
Isaac, Wiles, Burkholder & Teetor, LLC 2021 $150,000.00 DAS20/21 Not Required

Operating Request Required Information
Contract Renewal - Isaac, Wiles, Burkholder & Teetor, LLC
Controlling Board Request No.: DAS0101114
1.  Identify the contractor and provide the contractor's address of their principal place of business.
Isaac, Wiles, Burkholder & Teetor, LLC
2 Miranova Place, Suite 700
Columbus, OH 43215
County: Franklin

 

2. Provide a brief history of the project or program being affected by the work of the contractor.
  Isaac, Wiles, Burkholder & Teetor, LLC will serve as insurance ("Counsel") to the judges of all municipal, county, common plea courts and the court of claims, private judges and retired assigned Judges ("Insured Judges") in the State of Ohio, Appellate district 5 and 10 covered by the Judges' Professional Liability Self-Insurance Program, a self-insured program operated under RC Section 9.82.
3. Specify the deliverables of this contract or describe the scope of the services to be performed by renewing this contract.
The program provides coverage in personal capacity and combined personal and official capacity claims for professional liability and employment practices liability and limited coverage through the probable cause stage of disciplinary proceedings initiated under the Rules for the Government of the Bar, Rule V.
 
4.
Cite the account category of expense being used for this purchase of service(s).
Account CategorySubobjectAmountNon-Exempt Amount
510052 $150,000.00 $150,000.00
Total Amounts $150,000.00 $150,000.00
   

5.

Provide the dates of previous Controlling Board approvals for this contract. Indicate whether the approvals were for the initial contract, amendments to this contract, or previous renewals for this contract. In addition to the date(s) of Controlling Board approval, provide the following information depending upon the type of contract previously approved by the Controlling Board.
   
  Initial Contract - Total amount of the initial contract or number of hours and the rate per hour.
  Amendment - Total amount of the amended contract (initial + amendment) or total number of hours (initial + amendment) and the total rate per hour (initial contract + contract amendment + contract renewals within the biennium).
  Renewal - Total amount of the renewed contract or the total number of hours and the total rate per hour.
NOTE: All amounts must be shown in amounts per fiscal year.
CB Approval DateType of ContractAmount per FY# of HoursRate per Hour per FY
06/20/2016 Initial $225,000.00 0.00 $0.00
06/12/2017 Renewal $150,000.00 0.00 $0.00
06/12/2017 Renewal $150,000.00 0.00 $0.00
06/10/2019 Renewal $150,000.00 0.00 $0.00
6. Provide the total amount of the contract renewal or total number of hours and total rate per hour.
Total Contract Amount Total # of Hours Total Rate per Hour FY 
$150,000.00 0  $0.00  21  
 
7. Is this contract rate an increase in the total amount of the contract or the rate per hour over the previous contract rate? No
 
8. Duration (beginning and ending dates) of this contract renewal within the biennium.
Beginning Date Ending Date
07/01/2020 06/30/2021
 
9. Provide all subsequent renewal schedules (beginning and ending dates) and amounts associated with this contract.
   
Beginning DateEnding DateTotal Amount
  Explain contract provisions. 
10.
Provide the following employee information: Nationwide Ohio
Total Number of Employees 88    88   
Percentage of Women 42% 42%
Percentage of Minorities 6% 6%