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CM-12-04-074Item Caption: CA44'12--6ci—.° �f RECEIVED APR 2 City Manager Approval Form Consider executing Amendment No. 1 to the Extend Retiree Program Agreement with Extend Health, Inc. Approval Date: April 20, 2012 Department Name: Human Resources Department Project Manager: Karin Holland Assigned Attorney: Item Summary: Execution of Amendment No. 1 Extend Health, Inc. would extend the agreement that offers assistance to retirees to find supplemental health insurance leaving the City health insurance plan. No. of Originals Submitted: 2 Project Name: Amendment No. 1 Extend Health, Inc. Cost: 0.00 Source of Funds: Select Source Fund Source of Funds (if applicable): Select Source Fund Account Number: N/A Finance Director Approval: Che I Delaney b S. Carter Date: 04/18/2012 Department Director Approval:-` ActAulai4kae,&.) Date: .0/z, **Electronic signature by the Director is acceptable. Please only submit ONE approval form per item. ** CIP❑ Budget n fl Purchasing N/A OK N/A OK El El N/A OK Accounting N/A OK ITEMS WILL NOT BE PLACED ON THE COUNCIL OR CM AGENDA W/OUT PRIOR FINANCE AND/OR LEGAL APPROVAL REV. 6/20/11 Extend Health Amendment No. 1 to the Extend Retiree Program Agreement This Amendment No. 1 to the Extend Retiree Program Agreement (the "Amendment") is effective as of January 19, 2012 by and between Extend Health, Inc. ("Extend") and the City of Round Rock, Texas (the "Client"). RECITALS WHEREAS, Extend and Client previously entered into that certain Extend Retiree Program Agreement dated as of January 8, 2009 (the "Agreement"); WHEREAS, pursuant to Section 2.1 Term, the Initial Term of the Agreement will expire on January 20, 2012; WHEREAS, pursuant to Section 8.4 Amendments. the Agreement may be amended by a written instrument executed by each of the Parties; WHEREAS, Extend and Client desire to amend the Agreement to extend the term of the Agreement and incorporate a renewal terms, as specifically described below; and WHEREAS, capitalized terms used but not otherwise defined herein shall have the meanings ascribed to such terms in the Agreement. AGREEMENT NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto, intending to be legally bound, agree as follows: 1. Amendment to Section 2.1 Term to the Agreement Section 2.1 Term is hereby deleted in its entirety and replaced with the following: "Section 2.1 Term. The term of this Agreement shall commence on the Agreement Date and shall continue in effect for a period of three (3) years from the Effective Date (the "Initial Term") unless terminated pursuant to the provisions of this Agreement. Thereafter, this Agreement shall renew for successive one (1) year terms unless terminated as provided herein." 2. Unless expressly modified by this Amendment, the terms and conditions of the Agreement remain unchanged and in full force and effect. 3. This Amendment shall be binding on the parties hereto, including their affiliates, successors and assigns. [Signature Page to Follow] • IN WITNESS THEREOF, the parties hereto have executed this Amendment as of the day and year first set forth above. CITY OF ROUND ROCK, TEXAS EXTEND HEALTH, INC. By: Name: Title: Date: SOLNIorwood By: Joseph ph J. Mured Title: Chief Operating Officer Date: 511 I 70‘1.-