3 5
1 1
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: August 5, 2026
To: Honorable Mayor and City Council Members
From: Andrea Russell, Director of Human Resources
Department: Human Resources
Subject: Amendment to Professional Services Agreement with Alliant Insurance Services, Inc.
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California, Authorize the City Manager or designee to execute the First Amendment to the Professional Services Agreement with Alliant Insurance Services, Inc., increasing the not-to-exceed amount from $150,000 to $780,606.02.
City Manager's Comments
The City Manager recommends approval.
Executive Summary
Amending the insurance services agreement with Alliant by increasing the not-to- exceed limit for future renewals in accordance with the original agreement and setting the renewal term of up to five (5) years.
Background
Alliant Insurance Services, Inc. has been the City’s employee benefit broker and consultant since 2013. Alliant is also the exclusive broker for PRISM (Public Risk Innovation, Solutions, and Management), a public agency risk-sharing pool, which allows the City to benefit from pooled insurance purchasing power, and reduced premiums. In 2019, Council approved Resolution No 2019-41 to extend the agreement through June 30, 2025. On May 7, 2025 City Council approved the Professional Service Agreement with Alliant Insurance Services, Inc. in the amount of $150,000. for FY 2026/27.
Discussion
The Original Agreement with Alliant Insurance Services Inc. was approved with a not- to-exceed amount of $150,000, with future increases being subject to annual 3 5
1 1
inflationary increases of 2%, however the term of the agreement was not specified.
The purpose of this amendment is to clarify that the term of the agreement will be for a period of up to five (5) years from the date of the Original Agreement, terminating on 6/30/2030, and to increase the total not-to-exceed amount of the entire contract by the cost associated with each annual renewal.
2021-2025 Strategic Targets and Goals
Authorization of this amendment aligns with Key Target No. 1e: Improved Operational & Financial Capacity – Minimize Risk and Litigation Exposure by ensuring affordable medical insurance coverage for employees and affordable liability insurance maintaining access to the PRISM risk sharing pool.
Fiscal Impact
The fiscal impact of this amendment is an additional $630,606.02 over a period of five (5) years. There is sufficient funding in the Human Resources budget, Professional Contractual Services account with future increases to be included in subsequent annual budget requests.
FISCAL YEAR COST
FY 2025/26 $150,000
FY 2026/27 $153,000
FY 2027/28 $156,060
FY 2028/29 $159,181.20
FY 2029/30 $162,364.82
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California, Authorize the City Manager or designee to execute the First Amendment to the Professional Services Agreement with Alliant Insurance Services, increasing the not-to-exceed amount from $150,000 to $780,606.02.
Attachments
Attachment 1 – Professional Services Agreement with Alliant Insurance Services.
Attachment 2 - First Amendment to the Professional Services Agreement with Alliant Insurance Services.
Attachment 3 - Updated Sole Source Justification
Ward:
All Wards
Synopsis of Previous Council Actions:
May 7, 2025 Mayor and City Council authorized the City Manager to execute the Professional Services Agreement with Alliant Insurance Services, Inc. in the amount of $150,000.
March 20, 2019 Mayor and City Council adopted Resolution No. 2019-41 to 3 5
1 1
extend the agreement with Alliant Insurance Services through June 30, 2025
April 18, 2014 Mayor and City Council authorized the City Manager to execute the first amendment to the Professional Services Agreement with Alliant Insurance Services, Inc.
CC: Eric Levitt