Item 14 - Execution of a Successor & & 2nd Amend. with Keenan & Associates

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Approve Agreement with Keenan & Associates June 1, 2021 Page 2 1 7 5 2 subject to non-substantive changes approved by the City Manager and City Attorney. DISCUSSION On June 21, 2016, the City Council authorized the City Manager and Clerk of the Council to execute an agreement (A-2016-162) with Keenan & Associates for a term of June 21, 2016 through June 30, 2018, to act as the Broker of Record/Consultant for the City’s Group, 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. On February 6, 2018, Council approved a first amendment (A-2018-022) extending the term of the original agreement (A-2016-162) from July 1, 2018 through June 30, 2021 (Exhibit 1). In January 2020, the Human Resources Department established an Employee Wellness Program through a grant program awarded by the League of California Cities; however, the grant monies expired on December 31, 2020. The wellness program is designed to provide City of Santa Ana employees with health and wellness programs and resources to achieve better health and reduce health risks. These programs include, but are not limited to, the following: ‘Healthy Eating,’ ‘Physical Activity,’ and ‘Mental Wellness.’ KeenanWell will provide a dedicated subject matter expert for Wellness Programing, who can provide strategic planning, coordinate resources between our various insurance carriers and third-party providers and provide marketing and communications support (Exhibit 2). Approval of these recommended actions will allow the Human Resources Department to continuously provide comprehensive benefits strategies for employees’ benefits and wellness, implement solutions that positively impact employee productivity and retention, and address the full employee life-cycle from on-boarding through retirement needs. ENVIRONMENTAL IMPACT There is no environmental impact associated with this action. FISCAL IMPACT There is no fiscal impact for Keenan & Associates to Act as the Broker of Record/Consultant for the City’s Group Insurances. For the KeenanWell Consulting Services, funds are currently budgeted in the Quality Service Training Fund, Contract Services- Professional (08809050-62300) for current fiscal year, 2020-2021. Funds for next fiscal year, 2021-2022, will be available in the Quality Service Training Fund, through the carry forward process and will be budgeted accordingly every fiscal year after.