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HomeMy WebLinkAboutVALLEY OAK SYSTEMS (AON) - 2012A-2009-159-03 hIsuyi'N" ON' 11- VOHKMAYPE`i MTILINSURAw' Pc CLERK OF CCtM" FOURTH AMENDMENT TO AGREEMENT THIS FOURTH AMENDMENT TO AGREEMENT is entered into on this 25" day of September 2012, by and between AON eSolutions, Inc. (formerly Valley Oak Systems, Inc.), a California corporation ("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 that certain agreement entitled "Software Maintenance and Support Agreement (A-2007-049) dated February 20, 2007 (hereinafter "said Agreement") for maintenance and support services for the AON workers' compensation and liability claims software utilized by the City's Personnel Agency, Risk Management Division. B. By Amendment dated September 8, 2009; September 7, 2010; and September 27, 2011, the parties extended the terms of said Agreement. C. In accordance with the terms and conditions of said Agreement, the parties now wish to amend the termination date and increase the amount of compensation. WHEREFORE, in consideration of the covenants contained in said Agreement, and subject to all the terms and conditions of said Agreement, except those amended in this Fourth Amendment to Agreement, the parties agree as follows: 1. Section 3.a., TERM AND TERMINATION, shall be amended to extend the term for an additional one-year period, through September 30, 2013. The term may be extended for up to two additional one-year periods at the option of the City. In order to provide continuous uninterrupted service, all services provided by Consultant since September 30, 2012 shall be included within the Scope of Services of this Agreement. 2. Section 4.c., FEES AND CHARGES, shall be amended to increase compensation to pay for the additional services during the extended period as set forth in Exhibit B-1 (Year 4), attached hereto and incorporated by this reference. The total not to exceed amount during this contract period shall be $45,000. 3. Except as hereinabove amended, all terms and conditions of said Agreement shall remain in full force and effect. IN WITNESS WHEREOF, the parties hereto have executed this Fourth Amendment to Agreement on the date and year first written above. ATTEST: ?v? v? ?iAld- u ?C1 MARIA D. UIZAR 44 Clerk of the Council CITY OF SANTA ANA PAUL M. WALTERS City Manager APPROVED AS TO FORM: SONIA R. CARV City A"ey AON ESOLUTIONS, By: Assistant City Attorney Global Exhibit B-1 Renewal Information for The City of Santa Ana This letter is to provide documentation for The City of Santa Ana's iVOS and CMS Module Renewal. Fee Schedule 1. The anticipated cost per year for annual IVOS maintenance fees to include annual CPI index increases not to exceed 5%. Current Maintenance Amount: $28,507.55 (5% annual increase) payable 9130 each year. Year 1: $29,932.93 (10101/09 - 9/30/10) Year 2: $31,429.58 (10/01 /10 - 9/30/11) Year 3: $33,001.06 (10/01/11 - 9/30112) Year 4: $34,651.11 (10/01/12 - 9/30113) Year 5: $36,383.67 (10/01/13 - 9/30114) 2. The anticipated cost per year for the annual CMS module maintenance fees, again, if they are tied to an inflation index, so state, with the amount anticipated each year, not to exceed 5%. Current Maintenance Amount: $5,625.00 (Year 1) (5% annual increase) payable 9/30 each year. Year 1: $5,625.00 (10/01/09 - 9/30/10) Year 2: $5,906.25 (10/01/10 - 9/30/11) 1 Year 3: $6,201.56 (10/01/11 - 9/30/12) Year 4: $6,511.64 (10101/12 - 9/30/13) Year 5: $6,837.22 (10/01/13 - 9/30114) 3. The hourly going rate, over the next 5 years, for the cost for consulting, custom setup, installation of new upgrades or updates. Normal upgrades and updates are included in the Support and Maintenance fees Implementation Services/Project Management time - $200.001hour Data Conversion - $150.00/hour Custom Development - $250.00/hour Training - $200.00/hour Strategic Client Consulting - Dependent upon length of engagement 4. Total fees and charges for all services provided pursuant to this agreement shall not exceed $45,000 annually. Total Annual Support and Maintenance Year 1: $35,5 7.93 (10/01/09 - 9/30/10) Year 2: $375.83 (10/01/10 - 9130/11) Year 3: $39,202.62 (10/01/11 - 9/30/12) Year 4: $41,162.75 (10/01112 - 9/30/13) Year 5: $43,220.89 (10/01/13 - 9/30/14) A?RO® CERTIFICATE OF LIABILITY INSURANCE DATE,MM12011 YY) opslzon THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. 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 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 i k i l CONTACT NAME: AOn R s Serv ces Centra , Inc. PHONE FAX Chicago IL office (g66) 283-]122 (847) 953-5390 (AIO.W.ExQ: NC. No.: 200 East Randolph E-MAIL Chicago IL 60601 USA ADDRESS: INSURER(S) AFFORDING COVERAGE NAICN INSURED INSURER A: Lexington Insurance Company 19437 Aon corporation INSURER a: (See subsidiaryy Information Below) 200 E. Randolph INSURER C: Chicago IL 60601 USA INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 570044212942 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 DESCRIBE D HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested INSIR LTR TYPE OF INSURANCE INSR WVD POLICY NUMBER MMgDDIYYYY MMIJQY 1 LIMITS GENERAL LIABILITY EACH OCCURRENCE COMMERCIAL GENERAL LIABILITY PREMISES Ea occurrence CLAIMS-MADE ? OCCUR MED EXP (Any one person) PERSONAL 8 ADV INJURY GENERAL AGGREGATE GEN'L AGGREGATELIMIT APPLIES PER'. .?1( PRODUCTS - OOMPIOP AGO ?Y1 PRO POLICY LOC 190Y AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT JEa a ANY AUTO Q 0 tov BODILY INJURY ( Per Person) ALL OWNED AUTOS SCHEDULED AUTOS y BODILY INJURY (Per accident) WNED a s? DAM4GE O HIRED AUTOS AUTOS y ?t ? 7 "r Pe re ctlen eQ O Cl UMBRELLA UAB OCCUR ?t Ilk, EACH OCCURRENCE EXCESS LIAR CLAIMS-MADE ?f?LS`A ? AGGREGATE DELI RETENTION WORKERS COMPENSATION AND WC STATU- OTH- EMPLOYERS' LIABILITY YIN F RY TO LIMITS ER ANY PROPRIETOR I PARTNER I EXECOTIVE OFFICERIMEMBER E.LUOED9 ? NIA E.L. EACH ACCIDENT (Mandl in NM If es descnee order E.L. DISEASE-EA EMPLOYEE DESCRIPTION OF OPERATIONS below E.L. DISEASE-POLICY LIMIT A E&0-ProfLiablon 015896134 03/01/2011 03/01/2015 Each Claim $1,000,000 Errors & Omissions Aggregate 51,000,000 SIR applies per policy ter ns & condi ions DESCRIPTION OF OPERATIONS /LOCATIONS I VEHICLES IAntach ACORD 101, Additional Remarks Scheduh, K more space is required) RE: Aon esolutions Inc., 3350 Riverwood Parkway, Suite 80, Floor 5th, Atlanta, CA 30339. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana AUTHORIZED REPRESENTATIVE 20 Civic center Plaza, M-30 Santa Ana C4 92701 USA p C' N co co O 2 v U 01988-2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD 'moo °ATE` ?i 1IMMICD CERTIFICATE OF LIABILITY INSURANCE MM/°°12"YY' THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. 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 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 endomementfsk Risk Services Central, Inc. cago IL Office East Randolph cago IL 60601 USA Holdings LLC and its subsidiaries e subsidiary Information Below) E. Randolph cago IL 60601 USA NIIIIII (866) 283-7122 INSURER(S) AFFORDING COVERAGE INSURERA American Casualty Co. of Rea INSURER B: Transportation Insurance Co. INSURER C: INSURER D: INSURER E: INSURER F: NAIL k 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 DESCRIBE D HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested LTR TYPE OF INSURANCE SHIP WVD POLICY NUMBER MMIDD/YYYY MINppIYYYy LIMITS GENERAL LWBILITY EACH OCCURRENCE COMMERCIAL GENERAL LIABILITY PREMISES Ea occurrence CLAIMS-MADE ? OCCUR MED EXP (Any one person) PERSONAL S ADV INJURY GENERAL AGGREGATE GEN'L AGGREGATE LIMIT APPLIES PER'. PRODUCTS - COMPIOP AGO PR T L00 POLICY AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT CO M ANY AUTO BODILY INJURY (Per person) ALL OWNED AUTOS SCHEDULED AUTOS SODILYINJURY(P.,e..deno HIREDAUTOS NON-OWNED PROPERTY DAMAGE AUTOS Per accitlant UMBRELLA LIAB OCCUR EACH OCCURRENCE EXCESS LIAB CLAIMS-MADE AGGREGATE DED RETENTION B WORKERS COMPENSATION AND WC4014102376 06/01/2012 06/01/2013 WC STATU- EMPLOYERS' LIABILITY YIN WC4014102474 06/01/2012 06/01/2013 X TORY LIMITS ER RR A ANYPROPRIETORIPARTNERIEAECUTIVE OFFICE RIMEMBER EXCLUDE., N? NIA WC4014102426 06/01/2012 06/01/2013 E.L. EACH ACCIDENT $1,000,000 (M..&Wry in Nlq II tlescdbe antler E.L. DISEASE-EA EMPLOYEE $1,000,000 on DESCRIPTION OF OPERATIONS below E.L. DISEASE-POLICY LIMN $1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (AMacb ACORD 101, Memoirist Remarks S.h.duk, amore apace is required) RE: Aon esolutions Inc,, 3350 Riverwood Parkway, suite 80, Floor 5th, Atlanta, CA 30339. d c d 9 d v 0 2 V N N °o m P °o n N O 2 d u d O CERTIFICATE HOLDER CANCELLATION 21 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WALL BE DEWERED N ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana AUTHOWED REPRESENTATIVE 20 Civic center Plaza, N-30 Santa And CA 92701 USA t?Oq a???4l111! ?? ©1988.2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD