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HomeMy WebLinkAboutBICKMOREContract Number Name OK to terminate? Y/N If Y, please sign A-2000-113C ACI A-2000-093 AMERICAN CAPITAL ENTERPRISES, INC Yes Alex Gutierrez A-2003-145-03 AMERICAN CAPITAL ENTERPRISES, INC Yes Alex Gutierrez A-2009-107 AMERICAN CAPITAL ENTERPRISES, INC Yes Alex Gutierrez A-2017-123 AMERICAN CAPITAL ENTERPRISES, INC Yes Alex Gutierrez A-2019-119 AMERICAN CAPITAL ENTERPRISES, INC N Alex Gutierrez N-2020-113 AP TRITON CONSULTING, LLC N Alex Gutierrez A-2016-076-01 APOSTOLIC ASSEMBLY OF THE FAITH IN CHRIST IESUS,INC Yes Alex Gutierrez A-201E-070 APOSTOLIC ASSEMBLY OF THE FAITH IN CHRIST IESUS,INC Yes Alex Gutierrez A-2004-237 APR CONSULTING A-2005-091 AUCTION PLUS, INC A-200E-201 BANK OF AM ERICA A-2006-047-01 BARTEL ASSOCIATES, LLC Yes Sarah Ro A-2006-033 BASILIO ASSOCIATES, INC A-2017-349 BENEFIT FINANCIAL SERVICES GROUP, LLC Yes Rosie Perez A-2014-209 BENEFIT FUNDING SERVICES GROUP, INC Yes Rosie Perez A-2017-146 BICKMORE Yes Sarah Ro A-2003-017 BOYS AND GIRLS CLUB OF SANTA ANA A-2001-130 BREAKWATER SECURITY INC A-2015-242 C3 OFFICE SOLUTIONS Yes Dan Herschleb A-2016-273-02 C3 TECHNOLOGY SRVCS Yes Dan Herschleb A-2015-164 CALIFORNIA BOARD OF EQUALIZATION A-2022-146 CALIFORNIA FRANCHISE TAX BOARD N Alex Gutierrez A-2005-032 CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY A-2017-239-01 CARE AMBULANCE SERVICES, INC. N Alex Gutierrez A-2003-17 CARIBOU INDUSTRIES INC A-2020-135 CIVIC COLLECTIONS, INC N Alex Gutierrez A-2013-121 CIVIC COLLECTIONS, INC. Yes Alex Gutierrez A-2017-136-01 CIVIC COLLECTIONS, INC. Yes Alex Gutierrez A-2019-136-02 CLEARSOURCE FINANCIAL CONSULTING Yes 3hannon McCarror A-2021-064-01 CLIFTONLARSONALLEN LLP Yes Sarah Ro A-2006-069 COGENT COMMUNICATIONS, INC. f/n/a COGENT PSI, INC. A-2001-162 CONRAD BUSINESS SERVICES A-2000-197 COST RECOVERY SYSTEMS A-1996-066 COUNTYWIDE PUBLIC FINANCING AUTHORITY A-2007-001 DANKA OFFICE IMAGING COMPANY Yes Dan Herschleb A-2001-161 DATA SPECIALTIES A-2001-161 DATA SPECIALTIES A-2014-210 FIDUCIARY EXPERTS, LLC. A-2012-195 FIRETEC USED APPARATUS SALES Yes Rosie Perez A-2016-297 HDL SOFTWARE LLC.("HDL") Yes Alex Gutierrez A-2012-140 INFOSEND, INC. Yes Alex Gutierrez Notes A-2017-148-01 INSURANCE NOT ON FILE WORK MAY NIT PROCEED CLERK OF COUNCIL DATEPCT 0 3 2010 SECOND AMENDMENT TO PROFESSIONAL SERVICES p Q AGREEMENT WITH MACLEOD WATTS, INC. THIS SECOND AMENDMENT TO AGREEMENT is entered into this 21st day of August, 2018, by and between MacLeod Watts, Inc., an Oregon corporation ("Consultant'), and the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On 21 June 2016, the City entered into Agreement # N-2016-102 with Bickmore Associates, Inc. to provide actuarial valuation services for other post -employment benefits (OPER) and related matters for the term of one (1) year with an expiration date of June 20, 2017. B. On 20 June 2017, the City entered into a First Amendment (#A-2017-148) with Bickmore Associates to increase the scope of services, the compensation and term of the Agreement through June 30, 2019. The Agreement is stili in effect. C. City was notified by MacLeod Watts, Inc., that on June 11, 2018, the post -employment benefits practice of Bickmore Associates had joined with MacLeod Watts, Inc. D. In accordance with the terms and conditions of the Agreement, the parties desire to amend the Agreement to recognize that all services to be completed under the terms of this will be completed by MacLeod Watts, Inc. and payment for services rendered will be issued to MacLeod Watts, Inc. No other terms or conditions will be impacted by this amendment to the Agreement. THE PARTIES THEREFORE AGREE: Per the terms of Section 13, the City recognizes MacLeod Watts, Inc., as the Consultant for this Agreement. 2. Section IL NOTICE, shall be amended to reflect the new address for notification to the Consultant: MacLeod Watts, Inc. Attn: Kevin Watts Principal & Consulting Actuary 5200 SW Macadam, Suite 3'10 Portland OR 97239 Except as hereinabove modified in this Second Amendment, the terms of said Agreement and First Amendment shall remain in fall force and effect. Signature page: Second Amendment to Agreement (N-2016-102) IN WITNESS WHEREOF, the parties hereto have executed this Second Amendment to the Agreement the date and year first above written. Clerk of the Council APPROVED AS TO FORM: Sonia R. Carvalho, City Attorney By: Lisa Storck Assistant City Attorney FOR APPROVAL: Sergio Vidal Assistant Director, Finance and Management Services Agency CITY OF SANTA ANA RAUL GO' INEZ-N--'- City Manager CONSULTANT cGevrn Wat<•#S Title: }Pv-e S o A en d^ Page 2 of 2 A� a® CERTIFICATE OF LIABILITY INSURANCE F DATE/6/2018 ) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsement(s). PRODUCER Hub International Southeast 2430 Mall Drive, Suite 260 North Charleston SC 29406 CONTACT NAME: PRONE 843-529-5470 FAX No -866-403-1454 ADfpAIL s: SOEinfo hubinternafional.com INSURERS AFFORDING COVERAGE NAIC 9 6024881766 INSURER A: CNA 7/3/2019 INSURED MACLWAT-01 MacLeod Watts Inc INSURER B: Admiral Insurance Company 24856 RENTED PREMISES RENTrrenc $300,000 PREMISES 5200 SW Macadam Ste 310 INSURER C: INSURER D: Portland OR 97239 INSURER E: GENERAL AGGREGATE $4,000,000 INSURER F: $ COVERAGES CERTIFICATE NUMBER: 2087730454 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ILTR TYPE OF INSURANCE ADDLSUBR POLICY NUMBER POLICY EFF MMIDUTYYY POLICY EXP MMIDDIYYYY LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE � OCCUR V 6024881766 7/312018 7/3/2019 EACH OCCURRENCE $2,000,000 RENTED PREMISES RENTrrenc $300,000 PREMISES GEN'L X MED EXP (Any one person) $10,000 PERSONAL B ADV INJURY $2,000,000 AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT F7LOC OTHER: GENERAL AGGREGATE $4,000,000 PRODUCTS - COMP/OP AGO $4,000,000 $ A AUTOMOBILE LIABILITY ANVAUTO ALL OWNED SCHEDULED AUTOS AUTOS NON -OX HIRED AUTOS X AUTOS WNEO 6024881766 7132018 7/3/2019 COMBINED SINGLE LIMIT EaacCImm $J.DDQ 000 BODILY INJURY (Per person) $ Per accident) tid BODILY INJURY ( ) $ PROPERTY accidentDAMAGE $ UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ DED RETENTION $ A WORKERS COMPENSATION ANDEMPLOYERTLIABILITY YIN ANY PROPRIETOWPARTNERIEXECUTIVE ❑ OFFICERIMEMBER EXCLUDED? (Mandatory in NH) If Yes desce under DE SCribRIPTION OF OPERATIONS below NIA 6024881783 7132018 713/2019 X PER OTH- STATUTE ER E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYEE $1,000,000 E.L. DISEASE -POLICY LIMIT $1,000,000 B Professional Liability Retro date 6/12118 E000004549501 6/12/2018 61122019 1, 000, 000 per claim 3,000,000 aggregate 2,500 retention DESCRIPTION OF OPERATIONS/ LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space Is required) CERTIFICATE HOLDER CANCELLATION ©1988.2014 ACORD CORPORATION. ACORD 25 (2014101) The ACORD name and logo are registered marks of ACORD All rights reserved., kvl C� Rfbv (OF SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana AUTHORIZED REPRESENTATIVE ©1988.2014 ACORD CORPORATION. ACORD 25 (2014101) The ACORD name and logo are registered marks of ACORD All rights reserved., kvl C� Rfbv (OF