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State of Ohio - Controlling Board Request
30 East Broad Street, 34th Floor
Columbus, Ohio 43215-3457
(614) 466-5721 FAX:(614) 466-3813
OPERATING REQUEST Controlling Board No.
Status:  Approved
Meeting Date:  6/15/2020

Administrative Services

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)
      Other Statutory Authority/Bill Section:
Fiscal Year(s)
Bill No.
H.B. 166
Eligible for OBM
Director Approval?

For FYAmountNameAddressCityStateCountyZip Code
DAS01 2021 $375,000.00 Montgomery Jonson, LLP 600 Vine Street Suite 2650 Cincinnati OH Hamilton 45202

Fund GroupFund CodeAppropriation Line ItemAppropriation Line Item NameFYAmountFYAmount
1300 100606 RISK MANAGEMENT RESERVE 2021 $375,000.00 $.00

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
Name:  Mariah Halleck Title:  Legislative Liaison
Phone:  (614) 995 - 0936 Fax:  E-Mail:
  The Department of Administrative Services respectfully requests Controlling Board approval for an agency-released competitive opportunity in the amount of $375,000 from Fund 1300, ALI 100606 (Risk Investment Reserve), in FY 2021, to renew the contract with Montgomery Jonson, LLP, Cincinnati, Hamilton County, to provide insurance defense counsel for the Ohio Judges' Professional Liability Self-Insurance Program.  
  Montgomery Jonson, LLP will serve as insurance defense counsel to the judges of all municipal and common pleas courts and private and retired assigned judges located in counties that comprise Ohio Appellate Districts 1, 2, 3, 4, 6, 7, 8, 9, 11 and 12 covered by the Judges' Professional Liability Self-Insurance program, a self-insured program operated by DAS according to Section 9.82 of the Ohio Revised Code.

Montgomery Jonson, LLP is also responsible for providing an attorney-staffed Judicial Hotline program for judges located in counties that comprise Ohio Appellate Districts 1, 2, 3, 4, 6, 7, 8, 9, 11 and 12 which 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 (DAS0100868). The Controlling Board approved an amendment to this contract for 2017 on 4/10/2017 (DAS0100899). On 6/12/2017, the Controlling Board approved the renewal of this contract for the FY 2018-2019 biennium (DAS0100917). On 4/10/2019, the Controlling Board approved a Non-Substantive Change (DAS0100923) for a change to the supplier name from Montgomery, Rennie & Jonson LPA to Montgomery Jonson LLP. On 06/10/2019, the Controlling Board approved the renewal of this contract for FY 2020 (DAS0101055), and DAS now requests approval to renew this contract for one additional fiscal year, 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.
  DAS0100868 6/20/2016
DAS0100899 4/10/2017
DAS0100923 4/12/2019
DAS0101055 6/10/2019
Attachments Controlling Board Request No.: DAS0101115
Attachment TypeAttachment Description
Contract Montgomery, Rennie & Jonson Original Contract
Contract amendment Montgomery Jonson, LLP Addendum No. 2
Other Montgomery Jonson, LLP Assignment and Delgation Documents
Other Montgomery Jonson, LLP Non Substantive Change Approval
Release and Permit Information
NameFYAmountR & P #R & P DateIssued ByComments
Montgomery Jonson, LLP 2021 $375,000.00 DAS20/21 Not Required

Operating Request Required Information
Contract Renewal - Montgomery Jonson, LLP
Controlling Board Request No.: DAS0101115
1.  Identify the contractor and provide the contractor's address of their principal place of business.
Montgomery Jonson, LLP
600 Vine Street Suite 2650
Cincinnati, OH 45202
County: Hamilton


2. Provide a brief history of the project or program being affected by the work of the contractor.
  Montgomery Jonson, LLP will serve as insurance defense counsel ("Counsel") to the judges of all municipal, county, common pleas courts and the court of claims, private judges and retired assigned judges ("insured Judges") in the State of Ohio, Appellate districts 1, 2, 3, 4, 6, 7, 8, 9, 11 and 12 covered by the Ohio 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.
Cite the account category of expense being used for this purchase of service(s).
Account CategorySubobjectAmountNon-Exempt Amount
510052 $375,000.00 $375,000.00
Total Amounts $375,000.00 $375,000.00


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
04/10/2017 Amendment $150,000.00 0.00 $0.00
06/12/2017 Renewal $375,000.00 0.00 $0.00
06/12/2017 Renewal $375,000.00 0.00 $0.00
04/15/2019 Amendment $0.00 0.00 $0.00
06/12/2019 Renewal $375,000.00 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 
$375,000.00 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. 
Provide the following employee information: Nationwide Ohio
Total Number of Employees 15    15   
Percentage of Women 73% 73%
Percentage of Minorities 6% 6%