HomeMy WebLinkAboutFRANKLIN COVEY CLIENT SALES, INC.INSURANCE FILE
WORK N-2023-177-01
WORK MAY PROCEED
UNTIL INSURANCE EXPIRES
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CITY CLERK DATE: FIRST AMENDMENT TO LICENSE AGREEMENT WITH
FRANKLIN COVEY CLIENT SALES, INC.
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la L1P� THIS FIRST AMENDMENT TO AGREEMENT is entered into this 21st day of September
l 2023, by and between Franklin Covey Client Sales, Inc. ("FranklinCovey"), and the City of Santa
Ana, a charter city and municipal corporation duly organized and existing under the Constitution and
N laws of the State of California ("City" or "Client').
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RECITALS
N
v A. The City entered into Agreement #N-2023-177 ("Agreement') with FranklinCovey to provide a
o license agreement for access to the FranklinCovey Solutions database. The term of the Agreement
commenced on July 15, 2023 and runs through July 14, 2024. The agreement is current and in -effect.
B. The City has determined that an increase in the compensation to the Agreement is necessary to cover
costs related to optional services, including print costs by FranklinCovey, as noted in the Agreement.
In accordance with the terms and conditions of the Agreement, the parties desire to amend the
compensation of this Agreement.
1. Total Investment, shall be amended to increase the total compensation by $20,800.00. The total
compensation amount for this Agreement shall not exceed $50,000.00.
2. Except as hereinabove modified, the terms and conditions of said Agreement remain unchanged and
in full force and effect.
IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the Agreement on
the date and year first above written.
ATTEST:
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
By: JONATHA . MARTINEZ
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
JASO�CK�
Executive Director
Human Resources
CITY OF SANTA ANA
Steven A. Mendoza
Acting City Manager
FRANK COVEY CLIENT SALES, INC.
By: Kimberly Neville
Title: Legal Director
Page 1 of 1
Lynch, Breanna
From: City of Santa Ana <certificate-request@ctraxjdidata.com>
Sent: Thursday, September 28, 2023 2:15 PM
To: Lynch, Breanna; HR Admin; Schnaider, Lori; ramona.smith@imacorp.com; Style, Sofia
Subject: Internal Notice of Compliance
NOTICE OF COMPLIANCE
CITY STAFF: PRINT THIS PACE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL
Contractor FranklinCovey Co. and FranklinCovey Client Sales, Inc.
Name:
Project N-2023-177
Number:
Project All Access Pass License Agreement
Name:
The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the
insurance requirements. No further action is required at this time.
The compliant coverage(s) are:
TYPE OF INSURANCE POLICY EXPIRATION
NUMBER DATE
AUTOMOBILE LIABILITY 7015433656 09/01/2024
GENERAL LIABILITY
7015425931 09/01/2024
PROFLIA/RETR03-16-06 D95593033 09/01/2024
WORKERS COMPENSATION AND 7015425105 09/01/2024
EMPLOYERS' LIABILITY
COI DATE FILE NAME
09/22/2023
09/22/2023
09/22/2023
09/22/2023
2023
FranklinCovey
City of Santa
Ana Cert.pdf
2023
FranklinCovey
City of Santa
Ana Cert.pdf
2023
FranklinCovey
City of Santa
Ana Cert.pdf
2023
FranklinCovey
City of Santa
Ana Cert.pdf
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