HomeMy WebLinkAboutAmendment to PSA - Creative Financial Services LLC - Extend the Temporary Accounting Services for Water Works1316 COUN'ry-Crry BUILDING
227 W. JEFFERSON BOULEVARD
Sotai I BFND. INDIANA 46601-1830
CITY OF Sou'rij BEND PETFBUTTIGIEG,MAY
BOARD OF PUBLIC WORKS I
March 13, 2018
Connie Jenkins
Creative Financial Services, I...I,C
330 E Jefferson Blvd.
South Bend, IN 46624
RE: Amendment to Professional Services Agreement
Dear Ms. Jenkins:
1`110W. 574/235-9251
FAX 574/ 235-9171
The Board of P,ublic Works, at its meeting held on March 13, 2018, approved the above
referenced agreement to extend the temporary accounting services for Water Works in the
amount not to exceed $14,000.
Enclosed please find copy of the agreement for your records.
If you have any further questions regarding this matter, please call this office at (574) 235-
9251.
Sincerely,
Linda M. Martin, Clerk
Enclosure
c: Michael Schmidt, Central Services
Jen Hockenhull, Administration and Finance
GARY A. GILOT SUZANNA M. FRrrZBERG ELIZABE'n-i A. MARADIK JAMEs A. MUELLER TI IERESE J. OR,AU
FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
BY AND BETWEEN THE CITY OF SOUTH BEND BOARD OF PUBLIC WORKS
AND CREATIVE FINANCIAL SERVICES, LLC
This First Amendment of tile Professional Services Agreement between tile City of South Bend, Indiana
acting by and through its Board of Public Works (tile "City") and Creative Financial Services, LLC
("Contractor") is effective as of the 7111 day of February 2018.
WHEREAS, the City and Contractor entered into an Professional Services Agreement to be effective for
approximately 60 days, commencing on December 6, 2017 and expiring oil February 7, 2018 for
Contractor to provide professional services to assist City Water Works Department with accounting
analysis work and other related activities.
WHEREAS, the City and Contractor do now mutually desire to, amend certain terms of the Professional
Services Agreement.
NOW, THEREFORE, in consideration of the promises and mutual covenants contained in this First
Amendment, the parties do hereby agree to amend their Professional Services Agreement as follows:
Section 2, Consideration. Section 2 of the Professional Services Agreement provided for
consideration in the amount of an hourly rate of Forty-two and 501100 Dollars ($42,50) per hour with
total compensation not to exceed the surn.of Fourteen Thousand Dollars ($14,000) during the initial
60 day term. Section 2 is hereby amended to provide for additional consideration not to exceed
Fourteen Thousand Dollars ($14,000) during extension of term.
Section 3. Term and Renewal- The term of the Professional Set -vices Agreement shall be extended
for a period of time not to exceed six months, commencing on February 7, 2018 and expiring on
August 7, 2018.
Except for the provisions herein contained, said Professional Services Agreement, including all
Amendments, will remain in full force and effect as previously made.
IN WITNESS WHEREOF, the undersigned parties executed this Agreement as dated.
CREATIVE FINANCIAL SERVICES, LLC:
Signature
Printed Name and Title
330 Q.. -Te lVtf"", ,,
Street Address
� 10 11kV% 1�3P- r1A , M 0 Ili � �
City State and Zip Code
CITY OF SOUTH BEND BOARD OF
PMB IC WORKS),
Gary A, , / Gi I q,t
Therese J.
erg
A. Maradik
BOARD OF PUBLIC WORKS
AGENDA ITEM REVIEW REQUEST FORM
Date March.7, 2018
Name Michael Schmidt/Jen Hockenhull Department Admin/Finance
BPW Date March=13, 2018 Phone Extension 9977/9822
Re wired :Prior --.to Suurmitfal to Board . —
Legal Attorney Name Clara McDaniels
Controller review is required for all Contracts $5,000.00 or more
Controller ® and greater than one year in length per the City Purchasing
Policy
Purchasing ® Michael Schmidt "
Check the A ro riate Item T e Re uired for'All Sukm�ssions
❑
Agreement
❑_Contract ❑ Proposal
❑ Addendum
®
Professional Services
® Amendment
❑
Bid Opening
❑
Bid Award ❑ Req. to Advertise
❑ Title Sheet
❑
Quote Opening.
❑
Quote Award
❑
Chg Order No.
❑ C/O & PCA No.
❑
PCA
❑
Ease./Encroach.
❑ Traffic Control
❑
Resolution
❑
Other:
❑
Claim
Re; uired;informat�or
_
Company or Vendor. Name
Creative Financial Services, LLC
❑
Yes ❑ If Ye' , Approved by Purchasing .
New Vendor
®
No
MBE/WBE Contractor
❑ WBE Completed E-Verify Form Attached
El
Project Name
Amendment Extending Term for Professional Services
Project Number
Funding Source
Account No.
Amount
NTE $14,000
Terms of Contract
Temporary Accounting Services for Water Works
Purpose/Description
Amount of
Increase $
Decrease $
Previous Amount
Current Percent of Change
New Amount
Total Percent of Change:
Time Extension:
copy
Original
®
❑
❑
❑
❑
❑
Dispersal After Approval
Jen Hockenhull