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BARTEL ASSOCIATES, LLC. 3 -2008
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BARTEL ASSOCIATES, LLC. 3 -2008
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Last modified
10/21/2013 11:34:03 AM
Creation date
4/2/2008 5:16:18 PM
Metadata
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Contracts
Company Name
BARTEL ASSOCIATES, LLC.
Contract #
A-2008-047
Agency
FINANCE & MANAGEMENT SERVICES
Council Approval Date
3/3/2008
Expiration Date
6/30/2008
Insurance Exp Date
9/1/2009
Destruction Year
2012
Notes
Auto exp 9/1/09/ Worker's comp exp 11/17/08
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<br />INSURANCE ON FILf. <br />WORK MAY PROCEED <br />UNTIL INSURANCE EXPIRES <br />9-;-O'i? <br />CLERK OF COUNCIL <br />nATF' APR 2 2008 <br />c-.I=M0(i) <br />f"hyn Ar E'l leh <br /> <br />A-2008-047 <br /> <br />CONSULTANT AGREEMENT <br /> <br />l\ I "S <br />THIS AGREEMENT, made and entered into this 4th day of February, 2008 by and <br />between Bartel Associates, LLC, a California limited liability company (hereinafter <br />"Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and <br />existing under the Constitution and laws of the State of California (hereinafter "City"). <br /> <br />RECITALS <br /> <br />A. The City desires to retain a consultant having special skill and knowledge in the field of <br />actuarial consulting, to perform an actuarial study ofthe City's retiree healthcare <br />obligation. <br /> <br />B. Consultant represents that Consultant is able and willing to provide such services to the <br />City. <br /> <br />C. In undertaking the performance of this Agreement, Consultant represents that it is <br />knowledgeable in its field and that any services performed by Consultant under this <br />Agreement will be performed in compliance with such standards as may reasonably be <br />expected from a professional consulting firm in the field. <br /> <br />NOW THEREFORE, in consideration ofthe mutual and respective promises, and subject to the <br />terms and conditions hereinafter set forth, the parties agree as follows: <br /> <br />1. SCOPE OF SERVICES <br /> <br />Consultant shall perform those services required to complete an actuarial study, as set <br />forth in Exhibit A to this Agreement. <br /> <br />2. COMPENSATION <br /> <br />a. City agrees to pay, and Consultant agrees to accept as total payment for its services, <br />the rates and charges identified in Exhibit A. The total sum to be expended under this <br />Agreement shall not exceed $32,000.00 during the term of this Agreement. <br /> <br />b. Payment by City shall be made within thirty (30) days following receipt of proper <br />invoice evidencing work performed, subject to City accounting procedures. Payment need not <br />be made for work which fails to meet the standards of performance set forth in the Recitals <br />which may reasonably be expected by City. <br /> <br />3. TERM <br /> <br />This Agreement shall commence on the date first written above and terminate on June 30, <br />2008, unless terminated earlier in accordance with Section 12, below. The term ofthis <br />
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