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BENEFIT FINANCIAL SERVICES GROUP (2)
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Last modified
8/19/2024 3:36:18 PM
Creation date
12/8/2022 4:31:46 PM
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Template:
Contracts
Company Name
BENEFIT FINANCIAL SERVICES GROUP
Contract #
A-2019-037-01
Agency
Finance & Management Services
Council Approval Date
3/5/2019
Expiration Date
12/31/2024
Insurance Exp Date
1/24/2025
Destruction Year
2029
Notes
For Insurance Exp. Date see Notice of Compliance
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INSURANCE ON FILE <br />WORK MAY PROCEED <br />UNTIL INSURANCE EXPIRES <br />_ �1 •Ol•2023 <br />MAYOR CLERK OF COUNCIL <br />Vicente Sarmiento DATE: <br />MAYOR PRO TEM <br />Phil Bacerra <br />COUNCILMEMBERS <br />Johnathan Ryan Hernandez <br />Jessie Lopez <br />Nelida Mendoza <br />David Penaloza <br />Thai Viet Phan <br />DEC 1 2 2022 <br />CITY OF SANTA ANA <br />FINANCE AND MANAGEMENT <br />SERVICES AGENCY <br />20 Civic Center Plaza • P.O. Box 1988 <br />Santa Ana, California 92702 <br />wWw.santa-ana.ora <br />November 3.2022 <br />(�OS12 p)fA►i Benefit Financial Services Group, LLC <br />Darren Stewart <br />Vice President and Secretary <br />2040 Main Street, Suite 720 <br />Irvine, California 92614 <br />Re: Optional Extension of Agreement No. A-2019-037 <br />Dear Mr. Stewart, <br />A-2019-037-01 <br />CITY MANAGER <br />Kristine Ridge <br />CITY ATTORNEY <br />Sonia R. Carvalho <br />CLERK OF THE COUNCIL <br />Pursuant to Section 3 ("Term") of Agreement No. A-2019-037, entered between Benefit Financial Services <br />Group, LLC and the City of Santa Ana, dated March 5, 2019, and upon the full execution of this extension <br />letter below, the Parties hereby exercise the one (1) optional two (2) year extension of the Term of the <br />Agreement, thus extending the time period of said Agreement for an additional two (2) year period from <br />December 31, 2022 to December 31, 2024. All other terms and conditions of said Agreement remain <br />unchanged and in full force and effect. <br />If you have any questions regarding this matter, please contact Rosie Perez in the Finance and Management <br />Services Agency at (714) 647-6535. <br />Sincerely, <br />• RLllt�w <br />n,mn, w.�. tom s, zon u:n,m <br />Kathryn Downs <br />Executive Director <br />Finance and Management Services Agency <br />APPROVED AS TO FORM: <br />Sonia R. Carvalho <br />C' ey <br />Ry O. odge <br />Ass tartt ity Attorney <br />�6 <br />CITY OF SANTA ANA <br />Kristine Ridge <br />City Manager <br />ATTEST: <br />r <br />r:.e Clerk of the Council <br />SANTA ANA CITY COUNCIL <br />Vicente Samiento Phil Bac ha Thal Viet Phan Nelina Mendoza Jessie Lopez Johnallat Ryan Hernandez David Pension <br />Mayor Mayor Pm Tem, Ward 4 Were! 1 Waal Ward Wand Ward6 <br />�annionthatesenteena.am ol,acenaitlsantaanaom Iphan,@sanla-anaom nmendozaAaantaananne essislooezAlionta-anamm Nanhematd,z santa-anaom doenalwaAsanta-anaom <br />
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