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Human Resources https://www.santa-ana.org/hr Item # 14 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report June 1, 2021 TOPIC: Approve and Authorize Execution of a Successor Agreement and a Second Amendment with Keenan & Associates AGENDA TITLE: Approve a Successor Agreement and a Second Amendment with Keenan & Associates for Employee Group Insurance Consulting Services Agreement and to Add KeenanWell Consulting into the Scope of Services RECOMMENDED ACTION Authorize the City Manager to execute a: 1) Successor Agreement with Keenan & Associates for the following services: Act as the Broker of Record/Consultant for the City’s Group Dental, Vision, Life, Accidental Death & Dismemberment, Long Term Disability, Employee Assistance Program, Retiree Billing, Section 125 Flexible Spending Accounts, Affordable Care Act (ACA) Reporting, and Family Medical Leave Act (FMLA) administration. Keenan & Associates is paid commission through the insurance carriers and therefore there is no fiscal impact to the City for this service. The agreement will be effective July 1, 2021 through June 30, 2022 and automatically renew for subsequent one (1) year periods unless terminated earlier in accordance with section one (1) of the agreement, subject to non-substantive changes approved by the City Manager and City Attorney. 2) Second Amendment with Keenan & Associates agreement to incorporate KeenanWell Consulting into the scope of services, for the development and implementation of an Employee Wellness Program (“Wellness Program”), from June 1, 2021 to June 30, 2021. The Wellness Program will automatically renew for subsequent one (1) year periods unless terminated earlier in accordance with section one (1) of the agreement. The first period will run July 1, 2021 through June 30, 2022, services provided shall be not to exceed two thousand dollars ($2,000), and for subsequent years, the Wellness Program shall not exceed twenty-five thousand ($25,000),