The URL can be used to link to this page

Home My WebLink AboutQUESTICA INC.A-2019-238 JRANCE ON FILE >RK MAY PROCEED r: fIL INSURANCE EXPIR85 261Wti� CLERK OF COUNCIL DATE. 1 ppN 0.�U yllN p FIRST AMENDMENT TO AGREEMENT a'V�'l5 �l V1 D N THIS FIRST AMENDMENT TO AGREEMENT, [Wade and entered into this 171, day of December, 2019 by and between Questica, Inc. ("Consultant"), and the City of Santa Ana, a charier city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"), collectively referred to as "the Parties". RECITALS: A. The Parties entered into that certain Agreement (#A-2018-006) dated January 16, 2018 (hereinafter "said Agreement") for Consultant having special skill and knowledge in the field of providing budget management software for large organizations to deliver a public sector budgeting solution that supports the needs of the budget office and City departments in the development and publication of the City's annual budget and related documents. B. The Parties wish to amend the Scope of Services to add additional software in an additional module. C. The Parties also wish to amend Compensation section in order to pay for the additional module. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: The Parties hereto now desire to amend Section I "SCOPE OF SERVICES" and Exhibit A "Scope of Work" to include the OpenBook module which will provide financial data (budget information) for constituents and other stakeholders. The tool will enhance transparency ettorts by presenting various visualization tools (charts, graphs, and maps) of financial information including but not limited to: Budget to Actual Comparison, Budget by Department or Funding Source, Revenues by Fund and Capital Projects. OpcnBook also has the ability to he used for non -financial data such as the number of budgeted positions, business licenses, and permits. Questica will host the data visualization, and a link will be created on the City's website. Staff anticipates the module will be available by February 2020 — see the Proposal dated December 4, 2019, attached hereto and incorporated herein as Exhibit A-i. 2. Section 2 of said Agreement, "COMPENSATION" shall be amended to include an annual Fifteen Thousand Dollar ($15,000.00) fee over the remaining three-year term of said Agreement. for a total not to exceed amount of Forty -Five Thousand Five Hundred Twenty Dollars ($45,520.00). Payment shall be made within 30 days of execution of this Amendment, and annually on the anniversary date of this Amendment therealler. 3. All other terms of said Agreement shall remain unchanged and in full force and effect. IN WITNESS WHEREOF, the parties hereto have executed this First Amendment the date and year first above written. ATTEST: CITY OF SANTA ANA: DAISV COME �INE RIDG� / 6 Clerk of the Co ncil City Manager APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney �� By: `. LISA STORCK Assistant City Attorney RECOMMENDED FOR APPROVAL QUESTIC A,, INC. r Kathryn Downs. Executive Director Stefa ae Finance & Management Services Agency Vice President, Sales CERTIFICATE OF LIABILITY INSURANCE ISSUE DATE 2020YY1 101117 M DD This ortl0ate la issued as a matter of Informagon anly aria confers no rights upon the certificate holder and Imposes no Ilability an the Insurer. Thls PROLINK Insurance Inc. certificate does not amend, "tend or alter the coverage afforded by the 2401.150 King Street W. _pollcies below. A.1 V Toronto, 1J2 Company PR(_L—i 16MSH I-C ��[.r-TT�i j\ PHONE: 416-595.7484 FAX: 418.595-1649 q Chubb Insurance Co. of Canada Company B .. AI_ DDRE._-- _—.....— ED'S FULL NAME AND MLING A95 Company C OuesUce Inc. Questi 105-980 Fraser Drive Company Y Burlington, ON L7L 5P5 D Canada E This le to candy that tha pallo oof insurance lobed below have been Issued to Is Insured nomad above for the policy period Indicated notwithstanding any requirements, terms m =dleons of any oonrrea w other dau,rment mM respect o M,M Nis car"We may M IMe or may Pe in. The IrMUMe edaded oy tM poll osa doe d harem Is subject to all terms, exclusions and contlNons of such pouaes. __ _ LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS TYPEOFINSURANCE ' CO POLICYRIIII6ER - EFFECTIVE DATE DtPIRY DATE LIMBS OF LIABILITY LTR YYYY/MMIOD YYY_YIM_MIDO dollars unless indicated oefeneou COMkfERCIALOENERAL Lbkeirr '— 380Z7752 —� ' A _ _ - _ _(Canadian 2019/05/15 2020/OS/15 EACH OCCURRENCE :$ 51003.1 ❑CLAIMS MADE GENERAL AGGREGATE i$ 10mitj ® OCCURRENCE PRODUCTS -COMPlOP $ 5.000.1 ® PRODUCTS AND/OR AGGREGATE COMPLETED OPERATIONS I PERSONAL INJURY S - 5.0o0,1 ® PERSONAL INJURY EMPLOYER'S LIABILITY $ 1,000,l © EMPLOYER'S LIABILITY TENANT'S LEGAL LIABILITY $ - 1.000_I © TENANT'S LEGAL LIABILITY I NON -OWNED AUTOMOBILE $ _ 2,000,1 ® NON -OWNED AUTOMOBILE ------------ HIRED AUTOMOBILE Is- - - - -- - - - - ❑ HIRED AUTOMOBILE --------�-----� ------ AUTOM091LE LIABILITY ' BODILY INJURY T ❑ DESCRIBED AUTOMOBILES PROPERTY DAMAGE '.$ ❑ ALL OWNED AUTOMOBILES COMBINED ❑ LEASED AUTOMOBILES " BODILY INJURY $ ❑ GARAGE LIABILITY (Per person) _ - BODILY INJURY S ❑ (Per accident ••,a.uuroaoenEe LWEP s, ExcEss er PROPERTYDAMAGE------ _ ---_-_-- N""WMEPE IXE NIaaEO le eWiRt. $' EXCESS LIABILITY EACH OCCURRENCE $ ❑ UMBRELLA FORM _ ❑ OTHER THAN UMBRELLAFORM' AGGREGATE - $ OTHER (SPECIFY)_i.._q �3B0277B2 1 2D19(DB/15. .. - 2020/0&15 iron Claim T$ 3.06C Errors & Omissions Per Polky Period a 3LOC S DESCRIPTION OF OPERATIONWLOCATIONSIAUTOMOWLESISPECIAL ITEMS TO WHICH THIS CERTIFICATE APPLIES (Dui Wly wile napm to rib onressns ct Ne nalmd lmuredl City of Santa Ana, it's officers, employees, agents and representatives are Additional Insureds with respect to General Liability as required by written cont Insurance is Primary and Non -Contributory. Cancellation Notice: 30 days notice of Cancellation with 15 days notice for non-payment of premium in accordance with the policy provisions. City of Santa Ana Risk Management Division. 4th floor 20 Civic Center Plaza Santa Ana, CA 92702 nnnn EMENT D'V1510 hould eolany oftMabove any wMtl policies tocancelled s wnt theexpiration to the "Y lihareol. the Issuing company will endeavor to mail 30 days cancan notice to Iha conlficana colder named to the left, but failure To Mail such notice shall impose no obl4ohon or 2 (.r r1 9Q90 liability of any kind upon The company, ITS agents or represemalwes. L C AUTHORIZED REPRESENTATIVE M. LAMBERT rv.rcrrra Per: °y Page 1 of 1 XF4FLHH4 Questica r'N Where brilliant begins. January 21, 2020 City of Santa Ana Attention: Elizabeth Rubio Re: Questica Certificate of Insurance Questica does not own any automobiles and consequently we don't have any coverage for owned automobiles. I believe the coverage for non -owned is sufficient. Please let me know if there are any issues. Thanks m4l,�' Michael Fricke, CPA Director, Finance mfrigke@ouestica.com QED & APPROVED MANAgEMENT DIVISION 222020 M. LAMBERT 980 Fraser Drive, Unit 105 • Burlington, ON L7L 5P5 • Canada 877.707,7755 • questica.com