MURIEL BOWSER
MAYOR
May 1, 2024
Honorable Phil Mendelson
Chairman
Council of the District of Columbia
John A. Wilson Building
1350 Pennsylvania Avenue, NW, Suite 504
Washington, DC 20004
Dear Chairman Mendelson:
Pursuant to section 451 of the District of Columbia Home Rule Act (D.C. Official Code § 1-
204.51) and section 202 of the Procurement Practices Reform Act of 2010 (D.C. Official Code §
2-352.02), enclosed for consideration and approval by the Council of the District of Columbia is a
proposed catastrophic commercial property insurance policy with Zurich American Insurance
Company via insurance broker Alliant Insurance Services, Inc. in the amount of $4,205,947. The
period of coverage is from May 15, 2024, through May 14, 2025.
Under the proposed insurance policy, Zurich American Insurance Company will provide
catastrophic commercial property insurance coverage for the District’s real property assets. The
policy has a $500 million limit of liability and a $1.5 million deductible. The policy will cover
80% of a qualifying claim.
My administration is available to discuss any questions you may have regarding the proposed
insurance policy. In order to facilitate a response to any questions you may have, please have your
staff contact Jed Ross, Chief Risk Officer, Captive Insurance Agency, at (202) 727-8600.
I look forward to the Council’s favorable consideration of this insurance policy.
Sincerely,
Muriel Bowser
 GOVERNMENT OF THE DISTRICT OF COLUMBIA
CAPTIVE INSURANCE AGENCY
Pursuant to section 202(c) of the Procurement Practices Reform Act of 2010, as amended, D.C.
Official Code § 2-352.02(c), the following contract summary is provided:
COUNCIL CONTRACT SUMMARY
(A) Contract Number: N/A. Catastrophic Commercial Property Insurance
Proposed Contractor: Zurich American Insurance Company (Zurich)
(Payment to Alliant Insurance Services, Inc. through Captive Insurance Agency’s insurance broker
and payment agent, Alliant Insurance Services, Inc.)
Contract Amount (Base Period): $4,205,947.00
Unit and Method of Compensation: Annual premium.
Term of Contract: May 15, 2024 to May 14, 2025
Type of Contract: Insurance Policy
Source Selection Method: The Captive Insurance Agency has independent contracting authority.
D.C. Official Code §§ 1-307.92; 1-307.83(a)(1)(A) and (a)(14); 2-351.05(c)(18) and Mayor’s Order
2015-238. The District, through the Captive Insurance Agency and its broker, Alliant Insurance
Services, Inc., marketed the District’s catastrophic commercial property insurance program (the
“program”) in order to obtain the best offer for coverage.
The District’s current catastrophic commercial property insurance policy with Zurich will terminate
May 14, 2024. The current insurance market has been firming materially during 2024. The District,
through Alliant Insurance Services, Inc. marketed the program to over 50 major national and
international insurers, including Zurich, for quotes. After numerous discussions with all of these
insurers (approximately 40 declined to offer a quote) it was determined that none of them could
compete with the pricing that Zurich is offering the District. Consequently, the most favorable
terms the District would receive to maintain the insurance program’s coverage for its real property
assets without interruption is to renew the Zurich policy.
(B) For a contract containing option periods, the contract amount for the base period and for
each option period. If the contract amount for one or more of the option periods differs from
the amount for the base period, provide an explanation of the reason for the difference:
1
 Base Period Amount: $ n/a
Option Period 1 Amount: $ n/a
Explanation of difference from base period (if applicable):
Option Period 2 Amount: $ n/a
Explanation of difference from base period (if applicable):
(C) The goods or services to be provided, the methods of delivering goods or services, and any
significant program changes reflected in the proposed contract:
Catastrophic Commercial Property Insurance Policy.
(D) The selection process, including the number of offerors, the evaluation criteria, and the
evaluation results, including price, technical or quality, and past performance components:
Competitive. See Source Selection Method described above.
(E) A description of any bid protest related to the award of the contract, including whether the
protest was resolved through litigation, withdrawal of the protest by the protestor, or
voluntary corrective action by the District. Include the identity of the protestor, the grounds
alleged in the protest, and any deficiencies identified by the District as a result of the protest:
No bid protests received.
(F) The background and qualifications of the proposed contractor, including its organization,
financial stability, personnel, and performance on past or current government or private
sector contracts with requirements similar to those of the proposed contract:
Zurich is one of the largest insurance companies in the world. Zurich is one of only a handful of
global insurance companies that offer large limit insurance programs to public institutions.
(G) A summary of the subcontracting plan required under section 2346 of the Small, Local, and
Disadvantaged Business Enterprise Development and Assistance Act of 2005, as amended,
D.C. Official Code § 2-218.01 et seq. (“Act”), including a certification that the subcontracting
plan meets the minimum requirements of the Act and the dollar volume of the portion of the
contract to be subcontracted, expressed both in total dollars and as a percentage of the total
contract amount:
The Captive is exempt from the terms of the Small, Local, and Disadvantaged Business Enterprise
Development and Assistance Act of 2005, as amended. D.C. Official Code § 1-307.92(1).
(H) Performance standards and the expected outcome of the proposed contract:
2
 The contract is a policy of insurance. Its liability limits and lines of coverage are clearly delineated
in the Covernote of Insurance and Policy Form that comprise the policy.
(I) The amount and date of any expenditure of funds by the District pursuant to the contract
prior to its submission to the Council for approval:
No funds have been expended pursuant to the proposed contract.
(J) A certification that the proposed contract is within the appropriated budget authority for the
agency for the fiscal year and is consistent with the financial plan and budget adopted in
accordance with D.C. Official Code §§ 47-392.01 and 47-392.02:
A certification of funds from the Office of the Chief Financial Officer is attached.
(K) A certification that the contract is legally sufficient, including whether the proposed
contractor has any pending legal claims against the District:
A certification that the proposed contract is legally sufficient is attached.
(L) A certification that Citywide Clean Hands database indicates that the proposed contractor is
current with its District taxes. If the Citywide Clean Hands Database indicates that the
proposed contractor is not current with its District taxes, either: (1) a certification that the
contractor has worked out and is current with a payment schedule approved by the District;
or (2) a certification that the contractor will be current with its District taxes after the District
recovers any outstanding debt as provided under D.C. Official Code § 2-353.01(b):
A certification that the Citywide Clean Hands database indicates that the proposed contractor is
current with its District taxes is attached.
(M) A certification from the proposed contractor that it is current with its federal taxes, or has
worked out and is current with a payment schedule approved by the federal government:
The proposed contractor is in compliance with the applicable District licensing and tax laws.
(N) The status of the proposed contractor as a certified local, small, or disadvantaged business
enterprise as defined in the Small, Local, and Disadvantaged Business Enterprise
Development and Assistance Act of 2005, as amended; D.C. Official Code § 2-218.01 et seq.:
The proposed contractor is not a certified local, small, or disadvantaged business enterprise.
(O) Other aspects of the proposed contract that the Chief Procurement Officer considers
significant:
None.
3
(P) A statement indicating whether the proposed contractor is currently debarred from providing
services or goods to the District or federal government, the dates of the debarment, and the
reasons for debarment:
The proposed contractor does not appear on either the OCP Excluded Parties List or the OIG
Exclusions list.
(Q) Any determination and findings issues relating to the contract’s formation, including any
determination and findings made under D.C. Official Code § 2-352.05 (privatization
contracts):
None.
(R) Where the contract, and any amendments or modifications, if executed, will be made
available online:
N/A
(S) Where the original solicitation, and any amendments or modifications, will be made available
online:
N/A
4
 Government of the District of Columbia
Office of the Chief Financial Officer 1101 4th Street, SW
Office of Tax and Revenue Washington, DC 20024
Date of Notice: April 25, 2024 Notice Number: L0011744478
ZURICH AMERICAN INSURANCE COMPANY FEIN: **-***3459
1299 ZURICH WAY Case ID: 4471663
SCHAUMBURG IL 60196-5452
CERTIFICATE OF CLEAN HANDS
As reported in the Clean Hands system, the above referenced individual/entity has no outstanding
CO
liability with the District of Columbia Office of Tax and Revenue or the Department of Employment
Services. As of the date above, the individual/entity has complied with DC Code § 47-2862, therefore
this Certificate of Clean Hands is issued.
TITLE 47. TAXATION, LICENSING, PERMITS, ASSESSMENTS, AND FEES
CHAPTER 28 GENERAL LICENSE
SUBCHAPTER II. CLEAN HANDS BEFORE RECEIVING A LICENSE OR PERMIT
D.C. CODE § 47-2862 (2006)
PY
§ 47-2862 PROHIBITION AGAINST ISSUANCE OF LICENSE OR PERMIT
Authorized By Melinda Jenkins
Branch Chief, Collection and Enforcement Administration
To validate this certificate, please visit MyTax.DC.gov. On the MyTax DC homepage, click the
“Validate a Certificate of Clean Hands” hyperlink under the Clean Hands section.
1101 4th Street SW, Suite W270, Washington, DC 20024/Phone: (202) 724-5045/MyTax.DC.gov
 Government of the District of Columbia
Office of the Chief Financial Officer 1101 4th Street, SW
Office of Tax and Revenue Washington, DC 20024
Date of Notice: April 16, 2024 Notice Number: L0011667711
ALLIANT INSURANCE SERVICES INC FEIN: **-***5439
701BSTREET Case ID: 3635802
SAN DIEGO CA 92101
CERTIFICATE OF CLEAN HANDS
As reported in the Clean Hands system, the above referenced individual/entity has no outstanding
CO
liability with the District of Columbia Office of Tax and Revenue or the Department of Employment
Services. As of the date above, the individual/entity has complied with DC Code § 47-2862, therefore
this Certificate of Clean Hands is issued.
TITLE 47. TAXATION, LICENSING, PERMITS, ASSESSMENTS, AND FEES
CHAPTER 28 GENERAL LICENSE
SUBCHAPTER II. CLEAN HANDS BEFORE RECEIVING A LICENSE OR PERMIT
D.C. CODE § 47-2862 (2006)
PY
§ 47-2862 PROHIBITION AGAINST ISSUANCE OF LICENSE OR PERMIT
Authorized By Melinda Jenkins
Branch Chief, Collection and Enforcement Administration
To validate this certificate, please visit MyTax.DC.gov. On the MyTax DC homepage, click the
“Validate a Certificate of Clean Hands” hyperlink under the Clean Hands section.
1101 4th Street SW, Suite W270, Washington, DC 20024/Phone: (202) 724-5045/MyTax.DC.gov
 GOVERNMENT OF THE DISTRICT OF COLUMBIA
OFFICE OF THE CHIEF FINANCIAL OFFICER
GOVERNMENT OPERATIONS CLUSTER
MEMORANDUM
TO: Jed Ross
Chief Risk Officer
Captive Insurance Agency
FROM: Alemayehu Awas
Agency Fiscal Officer
DATE: April 18, 2024
SUBJECT: FY 2024 Funding Certification for Captive Insurance Agency
This is to certify that Captive Insurance Agency has $4,205,947.00 in its FY 2024 budget to cover the cost
of renewing the District of Columbia’s real property insurance policy with Zurich American Insurance
Company. The purchased insurance policy covers the period from 5/15/2024 through 5/14/2025.
Should you have any questions, please feel free to contact me at 202-727-6535.
CC: Jed Ross, ORM, Chief Risk Officer and Director
Angelique Rice, GOC, Associate Chief Financial Officer
Michael Bolden, GOC, Director of Financial Operations
441 4th Street, NW – Suite 890N – Washington, DC 20001
Phone: (202) 727-0333 – Fax: (202) 727-2202
 xk
Gam ~=GOVERNMENT OF THE DISTRICT OF COLUMBIA D
— CAPTIVE INSURANCE AGENCY ~
Jed Ross
Chief Risk Officer
MEMORANDUM
TO: Jed Ross
Chief Risk Officer
FROM: Michael Krainak
General Counsel
DATE: April 22, 2024
SUBJECT: Legal Sufficiency Certification - Zurich American Insurance Company Real
Property Insurance Binder (Policy term 5/15/2024-5/14/2024)
Thave been requested to review the Covernote of Insurance issued by Zurich American
Insurance Company (the “Zurich Binder”), attached hereto as Attachment A. The Zurich Binder
is issued to Alliant Insurance Services, Inc., the District’s insurance broker through the Captive
Insurance Agency (“Captive”). The Zurich Binder sets forth the terms of the property insurance
coverage for District real property assets and the policy and endorsement forms that will
comprise the policy of insurance once issued, provided that the District remits $4,205,947.00
(inclusive of $55,000.00 in risk engineering service fees) within the period specified in the
binder. The proposed policy would be effective May 15, 2024, through May 14, 2025.
Based on the analysis below, I certify that the Zurich Binder is legally sufficient:
L Authority to Procure Insurance for the District of Columbia
a. The Captive Insurance Agency (“Captive”) has independent procurement
authority. D.C. Official Code §§ 1-307.92; 1-307.83(a) (1)(A) and (a)(14); and
Mayor’s Order 2015-238. The Captive is exempt from the Procurement Practices
Reform Act, save for the Council contract criteria for submission of contracts.
D.C. Official Code § 2-351.05(¢)(18).
b. The Captive is authorized to obtain property insurance for real property assets.
D.C. Official Code§1-307.83(a)(4A).
c. The Captive is exempt from the Small and Certified Business Enterprise
Development and Assistance Act of 2005.1 D.C. Official Code § 1-307.92(1).
441 Fourth Street, NW, Suite 800 South | Washington, DC 20001 |Tel: (202) 727-8600 | http://orm.de.gov/
pat
 Re: Legal Sufficiency Certification — Zurich Real Property Insurance Binder
Page 2
I. Terms and Conditions of the Zurich Binder
The Zurich Binder provides an overall program limit of $500 million (80 percent quota
share to be paid by Zurich, i.e up to $400 million, with remainder to be paid by co-
insurers under separate policies) for all-risk property damage in excess ofa $1,500,000
deductible. The total insured value for buildings and personal property under the policy is
$14,356,510,923. Zurich American Insurance Company is the primary insurer and
responsible for paying 80 percent of the full $500 million program after deductible. The
Zurich Binder sets forth various sub limits for specific coverages. The Zurich Binder
includes all endorsement forms that will be incorporated into the final policy.
Once the premium is paid, Zurich American Insurance Company will
issue the policy consistent with the termsofthe Zurich Binder. The policy
will not include terrorism coverage, which the District carries separately
through a stand-alone policy through Lloyd’s of London
Ill. Payment of Premium and Availability of Funding
The Zurich Binder would establish a policy with a premium that exceeds $1 million.
Funding is available under the Captive’s local budget. See Certification of Funding
Memorandum from the Officeofthe Chief Financial Officer to Jed Ross, Chief Risk
Officer (April 18, 2024),
441 Fourth Street, NW, Suite 800 South | Washington, pc 20001 | Tel: (202) 727-8600 |http://orm.de.gov/
ae
we
 District of Columbia, A Municipal Corporation
Property Program
If you want to learn more about the compensation Zurich pays agents and brokers visit:
http://www.zurichnaproducercompensation.com or call the following toll-free number: (866) 903- 1192.
This Notice is provided on behalf of Zurich American Insurance Company and its underwriting
subsidiaries.
1. Details
1.1. Insurer and Relationship Details
Contact Name: Maura Lohmann
Zurich North America
Telephone:
150 Greenwich Street
Mobile: 908-347-3161
53rd Floor
Email: maura.lohmann@zurichna.com
New York, NY 10007
Policy Issuing Company:
Zurich American Insurance Company
1.2. Named Insureds
District of Columbia, A Municipal Corporation
441 4th St NW
Washington, District of Columbia 20001
hereafter refer