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HomeMy WebLinkAboutFin Sales Tax Audit Consulting 2018; First AmendmentDocuSign Envelope ID: 53DD5B6B-8070-4D47-BAAA-13557E22DF71 FIRST AMENDMENT TO AGREEMENT BETWEEN THE CITY OF SAN RAFAEL AND HINDERLITER, DE LLAMAS AND ASSOCIATES FOR SALES, USE AND TRANSACTIONS TAX SERVICES PARTIES AND DATE. This First Amendment to the Agreement for Sales, Use and Transactions Tax Services ("First Amendment") is entered into as of the 31st day of December, 2020, by and between the CITY of San Rafael organized under the laws of the State of California, with its principal place of business at 1400 5th Avenue, San Rafael, CA 94901 ("CITY") and Hinderliter de Llamas and Associates, a California corporation, with its principal place of business at 120 S. State College Blvd., Suite 200, Brea, CA 92821 ("Consultant"). CITY and Consultant are sometimes individually referred to herein as 'Party" and collectively as "Parties." 2. RECITALS. 2.1 Agreement. The Parties entered into that certain Agreement for Sales, Use and Transaction Tax Services dated January 1, 2018 ("Agreement"). 2.2 Amendment. The Parties now desire to amend the Agreement for ongoing consultation extending term dates. Now, therefore, the Agreement is hereby amended as follow: 3. AGREEMENT. 3.1 Amendment. The term of the agreement was for three (3) years commencing on January 1, 2018 and ending on December 31 2020. City wishes to extend agreement for one (1) year to December 31, 2021. 3.2 Remaining Provisions of Agreement. Except as otherwise specifically set forth In this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect. IN WITNESS WHEREOF, the parties have executed this First Amendment as of the day, month and year first above written. CITY OF SAN RAFAEL HINDERLITER DE LLAMAS & ASSOC. = DocuSigned by: By: By:F--t6dre"W"'Mickerson, -tw l�(,�ct,V'Sbl u 4JS4uEW,-d*Ma�ager President 1/16/2021 I_ii1*'IIIA ,iJ, - / V��'l j. Lindsay Lara, City Clerk DocuSign Envelope ID: 53DD5B6B-8070-4D47-BAAA-13557E22DF71 APPROVED AS TO FORM: Robert ps eln, City Aftopey ' RAFq�I 1 2 ho iT h w IT H p CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below. TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: Finance Project Manager: Nadine Hade Extension: 3062 Contractor Name: Hinderliter de Llamas — Sales Use and Transaction Tax Services — First Amendment Contractor's Contact: 714-879-5000 Contact's Email: pfickett@hdlcompanies.com ❑ FPPC: Check if Contractor/Consultant must file Form 700 Step RESPONSIBLE DESCRIPTION COMPLETED REVIEWER DEPARTMENT DATE Check/Initial 1 Project Manager a. Email PINS Introductory Notice to Contractor NA 1/8/2021 b. Email contract (in Word) and attachments to City Attorney c/o Laraine.Gittens@cityofsanrafael.org 2 City Attorney a. Review, revise, and comment on draft agreement 1/8/2021 ❑X LG and return to Project Manager 1/8/2021 © LG b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor 3 Department Director Approval of final agreement form to send to 1/11/2021 ❑x contractor NAH 4 Project Manager Forward three (3) originals of final agreement to 1/11/2021 ❑ Project Manager contractor for their signature 5 When necessary, contractor -signed agreement f1Z N/A agendized for City Council approval * *City Council approval required for Professional Services ❑ Agreements and purchases of goods and services that exceed Or $75,000; and for Public Works Contracts that exceed $175,000 Date of City Council approval PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 6 Project Manager Forward signed original agreements to City 1/15/2021 NAH Attorney with printed copy of this routing form 7 City Attorney Review and approve hard copy of signed A,012D2-4agreement Review and approve insurance in PINS, and bonds 8 City Attorney (for Public Works Contracts) 112D/SLI 9 City Manager/ Mayor Agreement executed by City Council authorized I j�� City Clerk official 10 Attest signatures, retains original agreement and /1 forwards copies to Project Managerj��