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KEENAN & ASSOCIATES (3)
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KEENAN & ASSOCIATES (3)
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Entry Properties
Last modified
8/20/2024 11:38:42 AM
Creation date
6/14/2021 9:14:16 AM
Metadata
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Template:
Contracts
Company Name
KEENAN & ASSOCIATES
Contract #
A-2021-081
Agency
Human Resources
Council Approval Date
6/1/2021
Expiration Date
6/30/2022
Insurance Exp Date
11/6/2023
Destruction Year
2027
Notes
For Insurance Exp. Date see Notice of Compliance
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z INSURANCE ON FILE <br />WORT( MAY PROCEED A-2021-081 <br />X. UNTIL INSURANCE EXPIRES <br />01 Exhibit 2 <br />o CLERKOFCOUN IL <br />DATE: <br />EMPLOYEE BENEFITS CONSULTING SERVICES AGREEMENT <br />0 K)(Nno k5pA616) (�� i <br />This Employee Benefits Consulting Services Agreement ("Agreement") is made and entered <br />into by and between City of Santa Ana, a charter city and municipal corporation organized and <br />existing under the Constitution and State of California ("Client") and Keenan & Associates, a <br />California corporation ("Keenan"), as of July 1, 2021 ("Effective Date") - <br />RECITALS <br />WHEREAS, Client desires to secure a variety of insurance products, and related services in <br />conjunction with the health and welfare benefits provided to its eligible employees; <br />WHEREAS, Keenan is a specialty insurance services provider, and, as such, is qualified to provide <br />such services; and <br />WHEREAS, Client desires Keenan to provide, and Keenan desires to provide, the services <br />described in this Agreement for those Client benefits programs identified below ("Plans': <br />Dental, Vision, Life, Accidental Death & Dismemberment ("AD&D"), Long Term <br />Disability ("LTD"), Employee Assistance Program ("EAP"), Retiree Billing, Section <br />125 Flexible Spending Accounts ("FSA"), Affordable Care Act (ACA) reporting, and <br />FMLA Leave Administration; <br />WHEREAS, Keenan is also specialized in providing wellness services, and Client desires Keenan to <br />provide such services; and <br />The parties agree as follows: <br />AGREEMENT <br />1. TERM <br />The term of this Agreement is from the Effective Date through June 30, 2022 <br />("Termination Date") and shall automatically renew for subsequent one (1) year periods <br />unless either party give the other at least sixty (60) days written notice of its intent not to <br />renew. <br />2. KEENAN SERVICES AND RELATIONSHIP OF THE PARTIES <br />A. Client elects and Keenan shall provide its services ("Services") with respect to Client's <br />Plans for the Plan year that begins on January 1, 2021 and ends December 31, 2021 <br />(Services provided during a renewal term shall be provided for Client's then -current Plan <br />year.). A full description of the Services is provided in Exhibits A-1 through A-2 <br />(including sub -exhibits such as Exhibit A-2-a) attached hereto and incorporated herein. <br />B. The relationship of Keenan and Client shall be that of an independent contractor and <br />Keenan shall at all times remain responsible for its own operational and personnel <br />expenses. Under no circumstance shall any employee of one party look to the other <br />party for any payment or the provision of any benefit, including without exception, <br />Keenm & Associates —License #0451271 <br />EB Consulting Send s Agreement (P\12) <br />Confidential Foe Client Use Only K Ls <br />ptec.05/15/20) <br />Page 1 of 17 <br />
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