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HomeMy WebLinkAboutCM Management Coaching Services; A21 SECOND AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH JMSB STRATEGIES, LLC FOR MANAGEMENT COACHING SERVICES THIS SECOND AMENDMENT to the Professional Services Agreement by and between the CITY OF SAN RAFAEL (hereinafter “CITY”), and JMSB STRATEGIES, LLC (hereinafter “CONSULTANT”), is made and entered into as of _________________________. RECITALS WHEREAS, the CITY and CONSULTANT entered into a Professional Services Agreement dated March 4, 2024 to perform professional services in connection with CITY’S management coaching services, for an amount not to exceed $18,500 (the “Agreement”); and WHEREAS, the CITY and CONSULTANT entered into the First Amendment to the Professional Service Agreement dated August 2, 2024 to extend the Term of the Agreement through July 31, 2025; and WHEREAS, CITY and CONSULTANT, agreed informally that the Term of the Agreement would be extended, and now wish to ratify and memorialize that extension; AMENDMENT TO AGREEMENT NOW, THEREFORE, the parties hereby agree to amend the Agreement as follows: 1. Article III of the Agreement, entitled “TERM OF AGREEMENT” is hereby amended to extend the Agreement term by one (1) year, through July 31, 2026. 2. Except as specifically amended herein, all of the other provisions, terms and obligations of the Agreement between the parties shall remain valid and shall be in full force. IN WITNESS WHEREOF, the parties have executed this Second Amendment on the day, month, and year first above written. CITY OF SAN RAFAEL CONSULTANT June 27, 2025 2 ______________________________ By:______________________________ CRISTINE ALILOVICH, City Manager Name:____________________________ Title:_____________________________ ATTEST: [If Contractor is a corporation, add signature of second corporate officer] ______________________________ LINDSAY LARA, City Clerk By:_____________________________ APPROVED AS TO FORM: Name:____________________________ Title:_____________________________ ______________________________ ANDREA VISVESHWARA, Chief Assistant City Attorney Jim Schutz (Jun 5, 2025 14:08 PDT) Jim Schutz (ni5ci,20 14:m:n 8 Andrea Visveshwara (Jun 27, 2025 15:53 PDT) Andrea Visveshwara ris/ine A'i'*vih (Jun 27, 2025 15:5у PDT) )risWine AOiORviFh indsa4 ara (Ju' 3, 2025 10:3ш PDT) 2indsa\ 2ara JMSB Amendment - City of San Rafael Final Audit Report 2025-06-05 Created:2025-06-05 By:Walter Gonzalez Valdez (walter.gonzalez@cityofsanrafael.org) Status:Signed Transaction ID:CBJCHBCAABAAyGpn7oPP3-sMAASKAcURAyhHGLWkYVyo "JMSB Amendment - City of San Rafael" History Document created by Walter Gonzalez Valdez (walter.gonzalez@cityofsanrafael.org) 2025-06-05 - 7:30:29 PM GMT Document emailed to Jim Schutz (jim@jmsbstrategies.com) for signature 2025-06-05 - 7:30:33 PM GMT Email viewed by Jim Schutz (jim@jmsbstrategies.com) 2025-06-05 - 9:07:03 PM GMT Document e-signed by Jim Schutz (jim@jmsbstrategies.com) Signature Date: 2025-06-05 - 9:08:38 PM GMT - Time Source: server Agreement completed. 2025-06-05 - 9:08:38 PM GMT CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below. Step RESPONSIBLE DEPARTMENT DESCRIPTION COMPLETED DATE REVIEWER Check/Initial 1 Project Manager a. Email PINS Introductory Notice to Contractor b. Email contract (in Word) and attachments to City Attorney c/o Laraine.Gittens@cityofsanrafael.org Click here to enter a date. 6/2/2025 ☐ WG FOR CA ☒ 2 City Attorney a. Review, revise, and comment on draft agreement and return to Project Manager b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor 6/5/2025 6/5/2025 ☒ NT ☒ NT 3 Department Director Approval of final agreement form to send to contractor 6/5/2025 ☒ _wg for ca___ 4 Project Manager Forward three (3) originals of final agreement to contractor for their signature 6/5/2025 ☒ 5 Project Manager When necessary, contractor-signed agreement agendized for City Council approval * *City Council approval required for Professional Services Agreements and purchases of goods and services that exceed $75,000; and for Public Works Contracts that exceed $175,000 Date of City Council approval ☒ N/A Or Click here to enter a date. ☒ PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 6 Project Manager Forward signed original agreements to City Attorney with printed copy of this routing form 6/24/2025 WG for CA 7 City Attorney Review and approve hard copy of signed agreement 8 City Attorney Review and approve insurance in PINS , and bonds (for Public Works Contracts) 9 City Manager / Mayor Agreement executed by City Council authorized official 10 City Clerk Attest signatures, retains original agreement and forwards copies to Project Manager TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: City Manager’s Office Project Manager: Cristine Alilovich Extension: 3384 Contractor Name: JMSB Strategies Contractor’s Contact: Jim Schutz Contact’s Email: jim@jmsbstrategies.com ☐ FPPC: Check if Contractor/Consultant must file Form 700 Second Amendment - JMSB Strategies, LLC - Management Coaching Services Final Audit Report 2025-07-03 Created:2025-06-27 By:Nataly Torres (nataly.torres@cityofsanrafael.org) Status:Signed Transaction ID:CBJCHBCAABAAbl20qoQfijGOOFNFOmFk6MJYP7Ky6aCe "Second Amendment - JMSB Strategies, LLC - Management Co aching Services" History Document created by Nataly Torres (nataly.torres@cityofsanrafael.org) 2025-06-27 - 10:35:04 PM GMT- IP address: 199.88.113.8 Document emailed to Andrea Visveshwara (andrea.visveshwara@cityofsanrafael.org) for signature 2025-06-27 - 10:37:00 PM GMT Email viewed by Andrea Visveshwara (andrea.visveshwara@cityofsanrafael.org) 2025-06-27 - 10:37:05 PM GMT- IP address: 20.159.64.138 Document shared with Walter Gonzalez Valdez (walter.gonzalez@cityofsanrafael.org) by Nataly Torres (nataly.torres@cityofsanrafael.org) 2025-06-27 - 10:38:11 PM GMT- IP address: 199.88.113.8 Document e-signed by Andrea Visveshwara (andrea.visveshwara@cityofsanrafael.org) Signature Date: 2025-06-27 - 10:53:13 PM GMT - Time Source: server- IP address: 199.88.113.8 Document emailed to cristine.alilovich@cityofsanrafael.org for signature 2025-06-27 - 10:53:14 PM GMT Email viewed by cristine.alilovich@cityofsanrafael.org 2025-06-27 - 10:54:11 PM GMT- IP address: 104.47.65.254 Signer cristine.alilovich@cityofsanrafael.org entered name at signing as Cristine Alilovich 2025-06-27 - 10:54:28 PM GMT- IP address: 71.198.110.147 Document e-signed by Cristine Alilovich (cristine.alilovich@cityofsanrafael.org) Signature Date: 2025-06-27 - 10:54:30 PM GMT - Time Source: server- IP address: 71.198.110.147 Document emailed to city.clerk@cityofsanrafael.org for signature 2025-06-27 - 10:54:32 PM GMT Email viewed by city.clerk@cityofsanrafael.org 2025-07-03 - 5:38:39 PM GMT- IP address: 199.88.113.8 Signer city.clerk@cityofsanrafael.org entered name at signing as Lindsay Lara 2025-07-03 - 5:39:01 PM GMT- IP address: 199.88.113.8 Document e-signed by Lindsay Lara (city.clerk@cityofsanrafael.org) Signature Date: 2025-07-03 - 5:39:03 PM GMT - Time Source: server- IP address: 199.88.113.8 Agreement completed. 2025-07-03 - 5:39:03 PM GMT