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Home My WebLink AboutCONRAD & ASSOCIATES 1A-2002 ...' , . " . . A-2002-006 First Amendment to Al!reement For Audit Services THIS FIRST AMENDMENT TO AGREEMENT, made and entered into this ~ day of &b~ fA4tt( , 2002, by and between Conrad & Associates ("Consultant") and the City of Santa Ana, a charter city duly organized under the laws and Constitution of the State of California, ("City"). RECITALS: A. The parties entered into that certain agreement entitled "Agreement For Audit Service" dated April 6, 1999, hereinafter referred to as "said Agreement." B. The parties hereto desire to amend said Agreement to include 345 additional professional service hours in FY 01-02 and FY 02-03 for implementation consulting and additional auditing relating to GASB 34, but not changing compensation for the prior three fiscal years. C. The parties hereto desire to amend said Agreement to reflect additional compensation. WHEREFORE, in consideration of the mutual and respective covenants and promises hereinafter contained and made, and subj ect to all of the terms and conditions of said Agreement as hereby amended, the parties hereby agree as follows: 1. Page 2, Section 1 of said Agreement shall be amended to include 345 additional professional service hours as set forth in Exhibit AI. 2. Page 2, Section 2 of said Agreement shall be amended to read as follows: The City agrees to compensate Auditor for services rendered subject to the maximum annual payments specified in the Proposal outlined below: FY 98-99 FY 99-00 FY 00-0 I FY 01-02 FY 02-03 $54,600 55,965 57,364 77,198 69,268 Payment shall be made at such times and in such manner as is mutually agreeable to Auditor and City's Executive Director of Finance & Management Services Agency. 3. Except as hereinabove modified, the terms and conditions of said Agreement remain in full force and effect. ; "., ;":'-J,{ . (~\;; ,.,.. ',' oj, CCUNr:IL 0l,1E, ~- \3.-0 "- Co'. ~\~ _e~ 1\ -þ . , ." . . IN WITNESS WHEREOF, the parties have executed this First Amendment to Agreement the date and year first above written. ë~' Jet. ./ PATRICIA E. HEALEY Clerk of Council APPROVED AS TO FORM: JOSEPH W FLETCHER City Attorney D FOR APPROVAL: /- CITY/OF~ANTAA~~/ \~//(/ -a4tA.Û~ DAVID N. REAM City Manager CONSULTANT: ~&¡'tlÚ 4~ CONRAD & ASSOCIATES " L.i./' Employer Tax ID # 33--08'-13 g.tD . ~ .. ~ .....\- "''':.. . . EXHIBIT A 1 INFORMATION FOR AMENDMENT TO CONTRACT AGREEMENT DATED 4/6/99 FOR AUDIT SERVICES NAME & LEGAL CAPACITY: Conrad & Associates, LLP a partnership SCOPE OF SERVICES: Amend Section I of original contract to include approximately 345 additional professional service hours for implementation consulting and additional auditing related to GASB 34 as follows: Audit Year FY 01-02 FY 02-03 Additional Estimated Hours 230 115 Implementation consulting shall include at least three (3) meetings with City's Executive Director of Finance, Accounting Manager, and Supervising Accountant regarding selected topics and areas related to the implementation ofGASB 34 for the City's FY 01- 02 Comprehensive Annual Financial Report. TERM OF AGREEMENT: No change from original contract. INSURANCE: No change from original contract. COMPENSATION: Amend Section 2 of original contract to reflect additional compensation as follows: Audit Year FY 01-02 FY 02-03 Additional Compensation $ 18,400 9,000 Maximum Annual Payment $ 77,198 69,268 ACORDN CERTIFICATE OF LIABILITY INSURANCE OP ID lm1 DATE (MMIDDIYYYYI CONRASl 02/03/05 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Advanced Insurance Marketing HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR P.O. Box 4459 A - ;).DDY-- 0'1 ~ ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Orange CA 92863-4459 IA- ~~9~~oo!tq Phone: 714-997-8100 ~.L qC; -' () INSURERS AFFORDING COVERAGE NAIC# INSURED INSURER A: Allied Group 19100 INSURER B: Conrad & Associates, L.L.P. INSURER C: Ms. Brandy Volden 2301 Du~nt Dr., Ste. 200 INSURER D: Irvine 92612 INSURER E: COVERAGES 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, AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS, INSR ~~~i POLICY NUMBER PD'}.'f~1,J~fJ~~E 1>g1t~YI~~bRD'}AAN LIMITS LTR TYPE OF INSURANCE ~NERAL LIABILITY EACH OCCURRENCE $1,000,000 A X COMMERCIAL GENERAL LIABILITY ACP7801764293 02/07/05 02/07/06 PREMISES (Ea occurence) $ 300,000 l CLA!MS MADE ~ OCCUR MED EX!> (Anyone person) $5,000 PERSONAL & ADV INJURY $ 1,000,000 GENERAL AGGREGATE $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS" COMP/OP AGG $2,000,000 h .n"PRO- n POLICY JECT LOC AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT ~ $ 1000000 A ANY AUTO ACP7801764293 02/07/05 02/07/06 (Ea accIdent) - ALL OWNED AUTOS BODILY INJURY - $ SCHEDULED AUTOS (Per person) - ~ HIRED AUTOS BODILY INJURY $ ~ NON-GWNED AUTOS (Per accident) - PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY AUTO ONLY" EA ACCIDENT $ =l ANY AUTO OTHER THAN EA ACC $ AUTO ONLY: AGG $ EXCESSIUMBRELLA LIABILITY EACH OCCURRENCE $ tJ OCCUR 0 CLAIMS MADE '\ i '" ~.\ T) ~-) ~ " AGGREGATE $ ~ .;... \._' \/ " , .' ,. , , ' $ R DEDUCTIBLE -~ $ RETENTION $ ---. '--. .P ~ d/. $ -~..- WORKERS COMPENSATION AND . l. , ,~ I: [( \-,;~",-- '--'- I TORY LIMITS I IOTH- ER EMPLOYERS' LIABILITY \~ , , ..., ! ~.i ; 1 i ", '. EL EACH ACCIDENT $ ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? EL. DISEASE - EA EMPLOYEE $ If yes, describe under SPECIAL PROVISIONS below EL. DISEASE - POLICY LIMIT $ OTHER DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS 10 day notice of cancellation for non payment of premium CERTIFICATE HOLDER CANCELLATION CITS.AN3 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATlm DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL ~ DAYS WRITTEN City of NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL Santa Ana Rod Idoma IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER,ITS AGENTS OR 20 Civic Center Plaza POB 1988 REPRESENTATIVES, Santa Ana CA 92707 A~ ES~ATIVE '.. ACORD 25 (2001/08) @ACORD CORPORATION 1988 O' ~, , .