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HomeMy WebLinkAboutCORRESPONDENCE - RFP - 8692 PENSION CONSULTANT & CO-FIDUCIARY FOR PFA (7)Official Purchasing Document Last updated 1/19/2022 Page 1 of 1 AMENDMENT #1 AGREEMENT BETWEEN THE CITY OF FORT COLLINS, ON BEHALF OF THE POUDRE FIRE AUTHORITY, AND INNOVEST PORTFOLIO SOLUTIONS, LLC This First Amendment (Amendment #1) is entered into by and between the CITY OF FORT COLLINS (the “City”), on behalf of the POUDRE FIRE AUTHORITY (the “PFA”), and INNOVEST PORTFOLIO SOLUTIONS, LLC (the “Professional”). WHEREAS, the Professional and the City entered into an Agreement effective May 1, 2018 (the “Agreement”); and WHEREAS, Professional and the City desire to amend the Agreement to update and renewal the Agreement. NOW, THEREFORE, in consideration of the foregoing recitals and the mutual promises herein contained, the parties agree as follows: 1. The Agreement shall be renewed for an addition one-year term, May 1, 2022 through April 30, 2023. 2. The PFA contact in Paragraph 3 is hereby changed to Kirsten Howard. 3. All references to ICMA-RC in Exhibit A, Scope of Services, are hereby replaced with Nationwide Retirement Solutions, Inc. (“Nationwide”), which was selected as the plan administrator through RFP 8878 Record Keeping & Plan Administrative Services for Retirement Plans. 4. All reference to the Poudre Fire Authority Old Hire and New Hire Boards of Trustees are hereby replace with the Poudre Fire Authority Board of Trustees (the “Board”). Except as expressly amended by this Amendment #1, all other terms and conditions of the Agreement shall remain unchanged and in full force and effect. In the event of a conflict between the terms of the Agreement and this Amendment #1, this Amendment #1 shall prevail. IN WITNESS WHEREOF, the parties have executed this First Amendment the day and year shown. CITY OF FORT COLLINS: By: Gerry Paul, Purchasing Director Date: POUDRE FIRE AUTHORITY By: Derek Bergsten, Fire Chief Date: INNOVEST PORTFOLIO SOLUTIONS, LLC: By: Printed: Title: Date: DocuSign Envelope ID: 8801ACAF-666A-421C-9C1F-C0AC11ABD797 2/18/2022 2/18/2022 Principal Jared Martin 2/22/2022 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES 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). 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. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD 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. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 9/3/2021 IMA,Inc.-Colorado Division 1705 17th Street,Suite 100 Denver CO 80202 IMA Denver Team 303-534-4567 DenAccountTechs@imacorp.com Great Northern Insurance Company 20303 INNOPOR Federal Insurance Company 20281InnovestPortfolioSolutions,LLC 4643 S.Ulster Street,Suite 1040 Denver CO 80237 168622663 A X 1,000,000 X 1,000,000 10,000 1,000,000 2,000,000 X 36069217 8/12/2021 8/12/2022 2,000,000 A 1,000,000 X X 73623423 8/12/2021 8/12/2022 B X X 2,000,000567164268/12/2021 8/12/2022 2,000,000 A Business Personal Property SPC Form(Incl.Theft)/RC 36069217 8/12/2021 8/12/2022 Limit Deductible $1,075,000 $1,000 Executive Risk Package Coverage:Policy #82257523 Effective Dates:08/12/21-08/12/22 Insurer:Federal Insurance Company Claims Made Form:Retroactive Date 8/12/2004 $4,000,000 Directors &Officers Limit;$250,000 Deductible $4,000,000 Professional Liability Limit;$250,000 Deductible $4,000,000 Employment Practices Liability Limit;$250,000 Deductible $4,000,000 Fiduciary Limit See Attached... City of Fort Collins Attn:Jerri Groves 215 North Mason,2nd floor PO Box 580 Fort Collins CO 80522 USA DocuSign Envelope ID: 8801ACAF-666A-421C-9C1F-C0AC11ABD797 ACORD 101 (2008/01) The ACORD name and logo are registered marks of ACORD © 2008 ACORD CORPORATION. All rights reserved. THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:FORM TITLE: ADDITIONAL REMARKS ADDITIONAL REMARKS SCHEDULE Page of AGENCY CUSTOMER ID: LOC #: AGENCY CARRIER NAIC CODE POLICY NUMBER NAMED INSURED EFFECTIVE DATE: INNOPOR 1 1 IMA,Inc.-Colorado Division Innovest Portfolio Solutions,LLC 4643 S.Ulster Street,Suite 1040 Denver CO 80237 25 CERTIFICATE OF LIABILITY INSURANCE City of Fort Collins is included as Additional Insured on the General Liability Policy if required by written contract or agreement subject to the policy terms and conditions. DocuSign Envelope ID: 8801ACAF-666A-421C-9C1F-C0AC11ABD797