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Keenan & Associates – License #0451271 <br />EB Consulting Services Agreement (PM2) <br />Confidential For Client Use Only <br />(Rev. 05/15/20) <br />Page 1 of 17 <br />EMPLOYEE BENEFITS CONSULTING SERVICES AGREEMENT <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 />Exhibit 1