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FOSTER & FOSTER CONSULTING ACTUARIES, INC.
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FOSTER & FOSTER CONSULTING ACTUARIES, INC.
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Last modified
5/3/2024 11:54:52 AM
Creation date
5/3/2024 11:28:18 AM
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Contracts
Company Name
FOSTER & FOSTER CONSULTING ACTUARIES, INC.
Contract #
N-2022-244-01
Agency
Finance & Management Services
Expiration Date
5/12/2026
Insurance Exp Date
1/1/2025
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INSURANCE ON FILE <br />WORK MAY PROCEED <br />UNTIL IN URANCE EXPIRES <br />I�IIz1L <br />CITY CL�i � DATE: Y 0 3 2024 <br />�, FN6N toy MAYOR <br />Valerie Amezcua <br />C5, V—) -al, MAYOR PRO TEM <br />Thai Viet Phan <br />COUNCILMEMBERS <br />Phil Baoerra <br />Johnathan Ryan Hernandez <br />Jessie Lopez <br />David Penaloza <br />Benjamin Vazquez <br />April 3, 2024 <br />CITY OF SANTA ANA <br />FINANCIAL MANAGEMENT <br />SERVICES AGENCY <br />20 Civic Center Plaza • P.O. Box 1988 <br />Santa Ana, California 92702 <br />www.santa-ana.ora <br />Foster & Foster Consulting Actuaries, Inc. <br />Attn: Drew Ballard <br />411 Borel Ave., Suite 620 <br />San Mateo, CA 94402 <br />Re: Extension of Agreement N-2020-095 for actuarial consulting services <br />N-2022-244-01 <br />ACTING CITY MANAGER <br />Alvaro Nunez <br />CITY ATTORNEY <br />Sonia R. Carvalho <br />CITY CLERK <br />Jennifer L. Hall <br />On May 13, 2020, the City of Santa Ana entered into the above referenced Agreement with Bartel <br />Associates, LLC. On August 17, 2022, the City entered into a Consent to Assignment <br />("Assignment") of the Agreement recognizing the Assignment of the Agreement to Foster & <br />Foster Consulting Actuaries, Inc. ("Consultant'). With this Assignment, Consultant became the <br />named party to the Agreement and was assigned all rights, title, interest, duties, obligations, and <br />liabilities in, to, and under the Agreement. <br />Pursuant to Section 3 ("Tenn") of the above -referenced Agreement, the time period of the <br />Agreement is hereby extended for an additional two (2) year period until May 12, 2026, Any <br />insurance certificates are required to be extended and/or renewed to cover this extension. All other <br />terms and conditions of the Agreement remain unchanged and in Full force and effect. <br />Sincerely, <br />Kathryn Downs, CPA <br />Executive Director, <br />Financial Management Services Agency <br />[additional signatures on following pagef <br />SANTA ANA CITY COUNCIL <br />Valaae Amexua <br />The, Vial Phan <br />ae,amin Vr,u Jessie Lopez Phi[aseeea <br />Mayo, <br />Mayor Pm Tam, waral <br />We'd2 Wud3 W21dI <br />ue&aanlaana.om <br />lohen®aanN.ene oro <br />evz—offlisan",nanm oEecanel&aen e.aneoo <br />Johnalhaa Ryan Hn.nanaea Deed Penaloza <br />Wand Wow <br />hz,,hamand,eRaanla.an, ro dpenalataA.nla.ana oro <br />
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