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HomeMy WebLinkAboutA9024 - CORE COMPLIANCECONTRACT ABSTRACT Contract prepared by: Submitted on: 04/18/2022 By: Patrick Clifford Contract Company Name: Company Contact: Summary of Services: Contract Price: Funding Source: Contract Term: Core Compliance Jaimie Lewis Grant Administration for Cannabis Equity Program $35,000 100-1045-50126 December 27, 2021 to June 30, 2022 Contract Administration Lead Department: Contract Administrator: The Department of Special Program Compliance Patrick Clifford Contract Approvals Council/ Community Redevelopment Agency Approval Date: Agenda Item No./ Resolution No.: Agreement No: N/A N/A A9024 Contract Compliance Exhibits: Signatures: Insurance: Bonds Attached Docusign Attached N/A DocuSign Envelope ID: BFDA175D-A0D3-42E9-9A16-09161D257AE0 Page 1 of 4 Revised: 2.9.22 AMENDMENT NO. 1 TO THE GRANT ADMINISTRATION SERVICES FOR THE CANNABIS EQUITY PROGRAM (AGREEMENT A9024) BETWEEN THE CITY PALM SPRINGS AND CORE COMPLIANCE, LLC 1. Parties and Date. This Amendment No. 1 to the Grant Administration Services for the Cannabis Equity Program is made and entered into as of this ____ day of April 2022, by and between the City of Palm Springs (“City”) and Core Compliance, LLC a California Limited Liability Corporation with its principal place of business at 2026 N. Riverside Avenue, Suite C168, Rialto, California 92377, Contractor. City and Contractor are sometimes individually referred to as “Party” and collectively as “Parties.” 2. Recitals. 2.1 Agreement. The City and Contractor have entered into an agreement entitled “Grant Administration for Cannabis Equity Program” dated December 16, 2021 (“Agreement” or “Contract”) for the purpose of retaining the services of Contractor to provide grant administration service for the Cannabis Equity program. Compensation for the Agreement shall not exceed $21,000. 2.2 Amendment. The City and Contractor desire to amend the Agreement to provide the additional service of background investigations for commercial cannabis grant administration. The purpose of this additional scope of work is to insert the necessary and appropriate task associated with vetting and approving a social equity application. Applicants are requested to provide attestation and support documentation for qualifying situations such as past offence(s), residency, and income. Through the process described below, the Cannabis Equity Grant Administration Contractor can adequately vet each applicant to assure the information provided in the application is factual. This process also ensures that only applicants that meet the eligibility criteria are issued grant funding for commercial cannabis operations within the City of Palm Springs. The City must remain compliant t the budgeted items submitted to the California Governor’s Office of Business and Economic Development (GO Biz) agreement CEG-2021-245; therefore, compensation for this amendment pertains to GO Biz agreement CEG-2021-245 in the amount of $14,000. 2.3 Amendment Authority. This Amendment No. 1 is authorized pursuant to Section 11.3 of the Agreement. 3. Terms. Compensation of Contractor. Section 3.1 of the Agreement is hereby amended to read as follows: 3.1 Compensation of Contractor. Contractor shall be compensated and reimbursed for services rendered under this DocuSign Envelope ID: BFDA175D-A0D3-42E9-9A16-09161D257AE0 Page 2 of 4 Revised: 2.9.22 Agreement in accordance with the schedule of fees set forth in Exhibit “B”. These fees are in addition to all services incorporated by reference in Exhibit “A” and shall not exceed $35,000. Exhibit A Scope of Services/Work. 1.1. of the Agreement is hereby amended to add item H to the scope of work as follows: H. Applicant Background Search Process 1. A Palm Springs Cannabis Equity Program Profile is created with Creative Services Inc. (technical background investigation expert that works with Core Compliance). Core Compliance met with Creative Services Inc. to establish a profile that is specific to the City’s equity program eligibility requirements to create a custom search profile. 2. A profile is then created for each applicant where the following is validated as part of a background investigation for $250: a. Social Security Trace b. County Criminal Search c. Federal Criminal Search d. National Criminal Record Search e. Statewide Sex Offender Registry Search f. Income Verification Express Service (IVES) Exhibit A Scope of Services/Work. Cost Proposal of the Agreement is hereby amended to add the cost of the additional scope of work of $14,000 for an amended lumpsum amount of $35,000. 3.2 Continuing Effect of Agreement. Except as amended by this Amendment No. 1, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 1. From and after the date of this Amendment No. 1, whenever the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 1. 3.3 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 1. 3.4 Severability. If any portion of this Amendment No. 1 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.5 Counterparts. This Amendment No. 1 may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument. DocuSign Envelope ID: BFDA175D-A0D3-42E9-9A16-09161D257AE0 Page 3 of 4 Revised: 2.9.22 [SIGNATURES ON FOLLOWING PAGE] DocuSign Envelope ID: BFDA175D-A0D3-42E9-9A16-09161D257AE0 Page 4 of 4 Revised: 2.9.22 SIGNATURE PAGE TO AGREEMENT BY AND BETWEEN THE CITY OF PALM SPRINGS AND CORE COMPLIANCE, LLC IN WITNESS WHEREOF, the Parties have executed this Agreement as of the dates stated below. CONTRACTOR: By: _______________________________________ By: _________________________________________ Signature Signature (2nd signature required for Corporations) Date: Date: CITY OF PALM SPRINGS: APPROVED BY CITY COUNCIL: Date: _______ Item No. APPROVED AS TO FORM: ATTEST: By: ___________________________ By: _______________________________ Jeffrey S. Ballinger, Monique Lomeli, City Attorney Interim City Clerk APPROVED: By: _______________________________ Date: City Manager – over $50,000 Deputy/Assistant City Manager – up to $50,000 Director – up to $25,000 Manager – up to $5,000 DocuSign Envelope ID: BFDA175D-A0D3-42E9-9A16-09161D257AE0 4/18/2022 4/18/2022 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 11/30/2021 Hiscox Inc. d/b/a/ Hiscox Insurance Agency in CA 5 Concourse Parkway Suite 2150 Atlanta GA, 30328 (888) 202-3007 contact@hiscox.com Hiscox Insurance Company Inc 10200 Core Compliance LLC 2026 N Riverside Ave Suite C168 Rialto, CA 92377 X X A X Y UDC-5024012-CGL-21 11/30/2021 11/30/2022 2,000,000 100,000 5,000 2,000,000 2,000,000 S/T Gen. Agg City of Palm Springs is named as additional insured. City of Palm Springs 3200 E Tahquitz Canyon Way Palm Springs, CA 92262 DocuSign Envelope ID: 70D28430-CF7D-470C-9F57-E9099B21BF2EDocuSign Envelope ID: BFDA175D-A0D3-42E9-9A16-09161D257AE0