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HomeMy WebLinkAboutG2 ADVISORY GROUP, LLC. (2) INSURANCE ON FILE N-2026-021-01 CITY CLARK DAI VAR 0 5 2026 v:cmv (o) FIRST AMENDMENT TO AGREEMENT WITH G2 ADVISORY GROUP,LLC FOR M fnh Thai In) INDEPENDENT REVIEW OF CITY'S INTERNAL ANALYSIS THIS FIRST AMENDMENT to the above-referenced agreement is entered into on March 2, 2026, by and between G2 Advisory Group, LLC a California Limited Liability Company ("Consultant") and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. The parties entered into Agreement No. N-2026-021, dated January 28, 2026, by which Consultant agreed to provide consulting services for analysis of City's in-house operations, including all supporting documentation, financial models, staffing plans, operational assumptions, and transition strategies. ("Agreement"). B. The Agreement is current and in-effect, and expires on August 1, 2026. C. The parties now wish to amend Section 1, Scope of Services, to include additional consulting services as forth in the added Exhibit A-1. No other changes are contemplated by this First Amendment.. The Parties therefore agree: 1. Section 1, Scope of Services, is amended to add the following sentence: Consultant shall also perform during the term of this agreement the services describe in Exhibit A-1, attached hereto and incorporated herein by reference. 2. Except as modified by this First Amendment, all terms and conditions of the Agreement shall remain in full force and.effect. [signatures appear on following page] Page 1 of 2 SIGNATURE PAGE: FIRST AMENDMENT TO AGREEMENT WITH G2 ADVISORY GROUP, LLC FOR INDEPENDENT REVIEW OF CITY'S INTERNAL ANALYSIS ATTEST CITY OF S NTA AN .IENN E :-,HALL x ALVARO NLJNEZ City lerk City Manager APPROVED AS TO FORM CONSULTANT Sonia R. Carvalho City Attorney e By: Gabriel Gonzalez (Mar 3, 2026 10:58:34 PST) JONATHAN T. MART Z By: Gabriel A. Gonzalez Assistant City Attorney Title: Principal Page 2 of 2 Exhibit A-1 02 ADVISORY GROUP ti-%I cm Axdmflenm4_ hmrk ffi1.R7.i0L"usm VKe Aie Ifd_" Consulting Services Task Order 2 City of Santa Ana Contract Negotiation Assistance River View Golf course Management Contract Respectfully submitted by: Gabriel A. Gonzalez, Principal G2 Advisory Group, LLC. "Practical solutions for maximum results" San Marcos, CA 92069 (858)421-8486 aabegAm2advisoryaroupllc.com 1 G2 ADVISORY GROUP ,.f�+�ra.ctt�.rx� irrtec��rr►r.1 jjrr'h rfrraxissium Pec.iicLt_! • Project Background The City of Santa Ana has selected a management company to operate River View Golf Course and requires professional assistance with contract negotiations. G2 Advisory Group "G2" will serve as the City's lead negotiator to ensure the final management contract protects the City's interests and establishes clear performance expectations. Scope of Services G2 will provide the following services: A. Contract Review and Analysis Review the proposed management contract and identify key terms, provisions requiring negotiation, potential risk areas, and opportunities to strengthen the City's position. B. Negotiation Strategy and Deal Points Prepare a comprehensive list of deal points for negotiation, including recommendations on contract structure, performance requirements, financial terms, and risk allocation. Develop negotiation strategy and priorities in consultation with City staff. C. Lead Negotiation Services Serve as the City's lead negotiator in meetings and discussions with the selected management company, Advocate for the City's interests while working toward a mutually acceptable agreement that establishes clear expectations and protections. Deliverables Tentative Agreed List of Deal Points This deliverable will document the negotiated terms and serve as the foundation for finalizing the management contract. Timeline Services are already underway and must be completed within 10 days from authorization of this Task Order. Professional Fees Time and materials basis at $265 per hour for Principal (Gabe Gonzalez). G2 will track time in quarter-hour increments and invoice monthly or upon completion of services, whichever occurs first. Authorization This Task Order is authorized under the professional services agreement between G2 Advisory Group LLC and the City of Santa Ana. 2 FG2 Advisory Group - First Amendment CAO Signed Final Audit Report 2026-03-03 Created: 2026-03-03 By: Stephanie Garcia(SGarcia5@santa-ana.org) Status: Signed Transaction ID: CBJCHBCAABAAvt3LjseidFHOA0gkVwl5miAtHrrSCDs2 "G2 Advisory Group o First Amendment CAO Signed" History - Document created by Stephanie Garcia (SGarcia5@santa-ana.org) 2026-03-03-5:26:08 PM GMT Document emailed to Gabriel Gonzalez(gabeg@g2advisorygroupllc.com) for signature 2026-03-03-5:26:12 PM GMT tl Email viewed by Gabriel Gonzalez (gabeg@g2advisorygroupllc.com) 2026-03-03-5:35:25 PM GMT Document e-signed by Gabriel Gonzalez (gabeg@g2advisorygroupllc.com) Signature Date:2026-03-03-6:58:34 PM GMT-Time Source:server Agreement completed. 2026-03-03-6:58:34 PM GMT Adobe Acrobat Sign G2ADVIS-01 MMONTEZ CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDDIYYYY) 2/312026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE BOLDER.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 have ADDITIONAL INSURED provisions or 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 CONTACT NAME: Rico Pfitzer Pires and Associates Insurance (A1c No,Exq:(800)399-7473 Marc,NQ):{209) $54-2520 P.O. Box 129 (A/C,N Gustine,CA 95322 ADDRESS:info@rppins.com INSURERS AFFORDING COVERAGE I NAIC# INSURER A:California Automobile Insurance Company 138342 INSURED INSURER B:Scottsdale Indemnity _ 15580 G2 Advisory Group,LLC INSURERC: 852 Avenida Ricardo#130 INSURERD: San Marcos,CA 92069 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER: 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. INSR TYPE OF INSURANCE ADDL SUSR POLICY NUMBER POLICY EFF POLICY EXP LT R INSD WVD MMiDDlYYYY MMIDDIYYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S CLAIMS-MADE ❑ OCCUR DAMAGETO RENTED PREMISES Ea occurrence S MED EXP(Any oneperson) S PERSONAL&ADV INJURY S GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE S RO- POLfCY JPECT LOC PRODUCTS-COMPIOP AGG 5 OTHER: 5 A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 Ea accident S _ X ANY AUTO BA040000091622 1112612025 11/26/2026 BODILY INJURY Perperson) 5 OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident S HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accident. s I 5 UMBRELLA LIAB OCCUR EACH OCCURRENCE S EXCESS LIAR CLAIMS-MADE AGGREGATE $ DED v RETENTIONS 5 WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y I N STATUTE I ER ANY OFFICER MEIMBERIEXCLUDED?ECUTIVE N f APARTNEMEX EL EACH ACCIDENT S (Mandatary in NH) EL DISEASE-EA EMPLOYEE S If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT S B Prof.Liability EK13592694 10/1/2025 101112026 Aggregate Limit 1,000,000 T: DESCRIPTION OF OPERATIONS f LOCATIONS f VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) The below certificate holder is included as additonal insured per the attached endorsement APPROVED ,By Luisa Najera at 8:55 pm,Feb 24, 2026 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ty ACCORDANCE WITH THE POLICY PROVISIONS. Attention:City Manager's Office 20 Civic Center Plaza, M-31 Santa Ana,CA 92701 AUTHORIZED REPRESENTATNE HmaL �*Mtp ACORD 25(2016103) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD