CC Resolution 13039 - Amendment #2 with Krisch & Company for Payroll Operations Support and System Implementation ServicesRESOLUTION NO. 13039
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CAMPBELL
APPROVING AMENDMENT #2 TO THE CONSULTANT SERVICES AGREEMENT WITH KRISCH
& COMPANY FOR PAYROLL OPERATIONS SUPPORT AND SYSTEM IMPLEMENTATION
SERVICES AND AUTHORIZING THE CITY MANAGER TO EXECUTE THE AMENDMENT #2
AGREEMENT
WHEREAS, on December 6, 2022, the City Council adopted Resolution 12918, authorizing the
City Manager to execute amendment #1 to the Consultant Services Agreement with Krisch &
Company (formerly called Maze & Associates) for payroll operations support and system
implementation services; increasing the maximum contract amount to $195,000; and
WHEREAS, the implementation of a new Human Resources Information System (HRIS) and
Payroll platform is a complex effort that requires significant time not only from the company providing
the software (NEOGOV), but also the consultants from Krisch & Company and internal City staff; and
WHEREAS, the City has experienced vacancies in its Assistant Finance Director and Human
Resources Representative positions over the last few months; which has drawn bandwidth away from
system implementation efforts; and
WHEREAS, the City's Payroll Accounting Technician is currently on leave to attend to a
personal matter and the City's Human Resources Manager will also be on personal leave over the
month of October; with both positions playing a significant role in system implementation efforts; and
WHEREAS, the City now has the need to amend it is agreement with Krisch & Company to
provide further HRIS and payroll system implementation services during FY 2024; increasing is
maximum contract amount to $263,000 and extending its term to March 20, 2024; and
WHEREAS, the City's FY 2024 Adopted Budget already fully accounted for the likely need to
amend the agreement with Krisch & Company and thus, no further budgetary appropriations are
needed at this time due to amendment #2; and
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Campbell does hereby
approve the amendment #2 to the Consultant Services Agreement with Krisch & Company for payroll
operations support and system implementation services and authorizes the City Manager to approve
and execute amendment #2 (shown as Exhibit 1 and incorporated by reference).
PASSED AND ADOPTED this 5t" day of September, 2023 by the following roll call vote:
AYES:
Councilmembers: Lopez, Scozzola, Furtado, Landry, Bybee
NOES:
Councilmembers: None
ABSENT:
Councilmembers: None
APPRO D:
Anne Bybee, Mayor
ATTEST:
lv,��a L"
Andrea Sander ity Clerk
AMENDMENT TO CONTRACT SERVICES AGREEMENT
AMENDMENT #2
CITY OF CAMPBELL
70 NORTH FIRST STREET
CAMPBELL, CA 95008
(408) 866-2140
This Amendment to Contract Services Agreement (hereinafter "Amendment") amends the Consultant
Services Agreement (hereinafter "Agreement") to provide Accounting Services for payroll operations
support and system implementation for the City of Campbell originally entered into on the 21 st day of
September 2022, by and between the City of Campbell (a Municipal Corporation, hereinafter referred to as
"City") and Maze & Associates (a California Corporation). The contract was reassigned to Krisch &
Company (a California Corporation, hereinafter referred to as "Consultant") on the 3 1 " day of May 2023.
As provided for under the terms of this Amendment, the City and Consultant agree to amend the following
provisions of the Agreement as follows:
• Compensation. The compensation under Section 3.1 has a maximum contract obligation amount of
$195,000. Included as Exhibit 2 is Amendment # 1 to the original Consultant Services Agreement;
in which the maximum contract obligation amount shall be repealed and replaced with a maximum
contract obligation of $263,000.
• Term. Section 10.9 states that this contract shall have a term of one-year and expire on September
20, 2023. Included as Exhibit 1 is the Consultant Services Agreement; in which the term of the
contract shall be repealed and replaced with a term of 18-months and expire on March 20, 2024.
All other terms and conditions as set forth in the.Agreement shall remain in effect.
Signature Warranty:
The undersigned are authorized to represent and enter into this Amendment on behalf of the Consultant.
This Amendment to the Consultant Services Agreement shall become effective upon its execution by the
City, in witness whereof, the parties have executed this Amendment the day and year first written above.
CONTRACTOR
Name: Katherine Yuen Krisch, CPA
Title: Partner
Date:
Attachments:
Exhibit 2 — Amendment #1
Exhibit 3 — Original Consultant Service Agreement
Exhibit 4 — Reassignment of Contract
CITY OF CAMPBELL
LIZA
Name: Brian Loventhal
Title: City Manager
Date:
AMENDMENT TO CONTRACT SERVICES AGREEMENT
AMENDMENT #1
CITY OF CAMPBELL
70 NORTH FIRST STREET
CAMPBELL, CA 95008
(408) 866-2140
This Amendment to Contract Services Agreement (hereinafter "Amendment") amends the Consultant
Services Agreement (hereinafter "Agreement") to provide Accounting Services for payroll operations
support and system implementation for the City of Campbell originally entered into on the 215' day of
September 2022, by and between the City of Campbell (a Municipal Corporation, hereinafter referred to as
"City") and Maze & Associates (a California Corporation, hereinafter referred to as "Consultant").
As provided for under the terms of this Amendment, the City and Consultant agree to amend the following
provisions of the Agreement as follows:
• Compensation. The compensation under Section 3.1 has a maximum contract obligation amount of
$49,999. Included as Exhibit 1 is the Consultant Services Agreement; in which the maximum
contract obligation amount shall be repealed and replaced with a $195,000 maximum contract
obligation.
All other terms and conditions as set forth in the Agreement shall remain in effect.
Signature Warranty:
The undersigned are authorized to represent and enter into this Amendment on behalf of the Consultant.
This Amendment to the Consultant Services Agreement shall become effective upon its execution by the
City, in witness whereof, the parties have executed this Amendment the day and year first written above.
CONTRACTOR
am
Name: Katherine Yuen Krisch, CPA
Title: Partner
Date:
Attachments:
Exhibit 1— OCC — Consultant Service Agreement
CITY OF CAMPBELL
By:
Name: Brian Loventhal
Title: City Manager
Date:
CITY OF CAMPBELL
CONSULTANT SERVICE'S AGREEMENT
This Agreement is entered into at Campbell, California on the 21s` day of September
2022, by and between the CITY OF CAMPBELL (hereinafter referred to as "City") and Maze
& Associates (hereinafter referred to as "Consultant").
WHEREAS, City desires to obtain Accounting Services for payroll operations support
and system implementation; and
WHEREAS, Consultant represents that it has the expertise, means, and ability to perform
said Accounting Services for payroll operations support and system implementation;
NOW, THEREFORE, in consideration of each other's mutual promises, Consultant and
City agree as follows:
1. DUTIES OF CONSULTANT
1.1 Consultant agrees to perform services as set forth in Exhibit A - Scope of Services,
attached hereto and incorporated herein by reference, and which shall be interpreted together and
in harmony with this Agreement. In the event of any conflict between Exhibit A and this
Agreement, this Agreement shall govern, control, and take precedence.
1.2 Consultant's project manager will meet with the City's project coordinator prior to
commencement of the project to establish a clear understanding of the working relationships,
authorities, and management philosophy of City as it relates to this Agreement.
1.3 Consultant, working with the City, will gather available existing information
concerning the project, and shall review documents as necessary for compliance with the
project's objectives.
1.4 In performance of this Agreement by Consultant, time will be of the essence.
1.5 Notwithstanding Section 1.4, Consultant shall not be responsible for delay caused
by activities or factors ;beyond Consultant's reasonable control, including delays or by reason of
strikes, work slow -downs or stoppages, or acts of God.
1.6 Consultant agrees to perform this Agreement in accordance with the highest
degree of skill and expertise exercised by members of Consultant's profession working on
similar projects under similar circumstances.
1.7 Consultant shall cooperate - in good faith with City in all aspects of the
performance of this Agreement.
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1.8 In the course of the performance of this Agreement, Consultant shall act in the
City's best interest as it relates to the project.
1.9 All activities of Consultant, its employees, subcontractors and/or agents will be
carried out in compliance with all applicable federal, state, and local laws and regulations.
1.10 The designated project manager for Consultant shall be Maria Munoz. The
Consultant's project manager shall .have all the necessary authority to direct technical and
professional work within the scope of the Agreement and shall serve as the principal point of
contact with the City and the City's project coordinator. The authorized principal of Consultant
executing this Agreement for the Consultant shall have authority to make decisions regarding
changes in services, termination and other matters related to the performance of this agreement
on behalf of Consultant.
1.11 The Consultant (and its employees, agents, representatives, and subconsultants), in
the performance of this Agreement, shall act in an independent capacity and not as officers or
officials or employees or agents of the City. The City shall not direct the work and means for
accomplishment of the services and work to be performed hereunder. The City, however, retains
the right to require that work performed by Consultant meet specific standards consistent with
the requirements of this Agreement without regard to the manner and means of accomplishment
thereof. Subcontractors shall assume all of the rights, obligations and liabilities, applicable to it
as an independent contractor hereunder. Consultant represents and warrants that it (i) is fully
experienced and properly qualified to perform the class of work and services provided for herein,
(ii) has the financial capability and shall finance its own operations required for the performance
of the work and services and (iii) is properly equipped and organized to perform the work and
services in a competent, timely and proper manner in accordance with the requirements of this
Agreement. Consultant agrees to comply with ABS, codified at Labor Code section 2750.3, and
shall indemnify, defend and hold harmless the City, its officers, officials, directors, agents
representatives, volunteers, and employees against any claim or liability, including attorneys'
fees and costs, arising in any manner related to this Agreement that an employee, agent or others
under Consultant's supervision or control was misclassified.
1.12 This Agreement contains provisions that permit mutually acceptable changes in
the scope, character or complexity of the work if such changes become desirable or necessary as
the work progresses. Adjustments to the basis of payment and to the time for performance of the
work, if any, shall be established by a written contract amendment (approved and executed by
the City) to accommodate the changes in work.
2. DU'TICS OF CITY
2.1 City shall furnish to Consultant all available and pertinent data and information
requested by Consultant to facilitate the preparation of the documents called for in this
Agreement. Consultant shall be entitled to reasonably rely on accuracy and completeness of such
information, provided that Consultant shall make any additional investigation reasonably
necessary to confirm such information and provide City prompt written notice of any known or
discovered defects in such data and information.
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2.2 City shall provide contract administration services. City shall notify Consultant of
required administrative procedures and shall name representatives, if any, authorized to act in its
behalf.
2.3 City shall review documents submitted by Consultant and shall render decisions
pertaining thereto as promptly as reasonably possible.
3. COMPENSATION
3.1 For the full performance of the services described herein by Consultant, City
agrees to compensate Consultant for all services and direct costs associated with the performance
of the project in an amount not to exceed $49,999, as follows:
a. Once each month, Consultant shall submit for payment by City, an itemized invoice for
services performed during the previous billing period. The invoice shall describe the services
rendered and the title of the item of work, and shall list labor hours by personnel classification.
Said invoice shall be based on all labor and direct expense charges made for work performed on
the project. Labor charges shall be in accordance with the fee schedule found in Exhibit A of
this Agreement. City shall pay Consultant for services rendered and approved by the City within
30 days from the date the itemized invoice is .received by the City, subject to the maximum not to
exceed amount specified above and the City's right to object.
b. Direct costs are those outside costs incurred on or directly for the project, and
substantiated with invoices for the charges. Direct expenses include printing, reproduction, and
delivery charges.
3.2 If Consultant incurs other costs which are not specifically covered by the terms of
this Agreement, but which are necessary for performance of Consultant's duties, City may
approve payment for said costs if authorized in writing by the City in advance.
3.3 City may order changes in the scope or character of services in writing, including
decreasing the amount of Consultant's services. In the event that the work is decreased,
Consultant is entitled to full compensation for all services performed and expenses incurred prior
to receipt of notice of change. Under no conditions shall Consultant make any changes to the
work, either as additions or deductions, without the prior written order of the City. In the event,
that the City determines that a change to the work or services from that specified in this
Agreement is required, the contract time and/or actual costs reimbursable by the City for the
project may be adjusted by contract amendment or change order to accommodate the changed
work. The maxiinum not to exceed total amount specified in this Article 3 (Compensation) shall
not be exceeded, unless authorized by written contract amendment or change order, approved
and executed by the City. Consultant shall obtain prior written approval for a revised fee
schedule from the City before exceeding such fee schedule. Only City's authorized
representative(s) is authorized to approve changes to this Agreement on behalf of City.
3.4 In no event, will the Consultant be reimbursed for any costs or expenses at any
rates that exceed the rates for set forth in the fee schedule found in Exhibit A.
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3.5 Consultant .agrees that the payments to Consultant specified in this Article 3
(Compensation) will constitute full and complete compensation for all obligations assumed by
Consultant under this Agreement. Where conflicts regarding compensation may occur, the
provisions of this section apply.
4. SUBCONSULTANTS
4.1 Consultant may not subcontract any services required under this Agreement
without the prior written consent of the City.
4.2 Consultant shall be responsible to City for the performance of any and all
subconsultants who perform work under this contract, and any acts of negligence or misconduct
on their part. Consultant is solely responsible for all payments due to subconsultants.
4.3 Consultant shall require and verify that all subcontractors maintain insurance
meeting all of the requirements stated herein, including naming the City of Campbell, its
officers, officials, directors, agents representatives, volunteers, and employees as additional
insureds. Any modification to the insurance requirements for subcontractors must be agreed to
by the City in writing.
4.4 If at any time, the City determines any subcontractor is incompetent or
unqualified, Consultant will be notified and will be expected to immediately cancel the
subcontract.
OWNERSHIP OF DOCUMENTS AND MATERIALS
All original drawings, documents, papers, data, materials, photographs, negatives and other work
products prepared by the Consultant and/or its subconsultants in the performance of the services
encompassed in this Agreement (whether in printed or electronic format) ("project -related
documents and materials") shall be the property of the City and may be used on this project
without the consent of the Consultant or its subcontractors. City.acknowledges that such
drawings, documents, and other items are instruments of professional services intended for use
only on the subject project. Consultant agrees that all copyrights which arise from creation of
the Project -related documents and materials pursuant to this Agreement shall be vested in the
City and waives and relinquishes all claims to copyright or other intellectual property rights in
favor of the City. Any project -related documents and materials related to this Agreement shall
be confidential, not to be used by the Consultant on other projects or disclosed to any third party,
except by agreement in writing by the City, or except as otherwise provided herein. Upon the
completion or termination of this Agreement for any reason, the City shall be entitled to receive,
and Consultant shall promptly provide to the City upon request, all finished and unfinished
project -related documents and materials, produced or gathered by or on behalf of Consultant that
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are in Consultant's possession, custody or control. Consultant may retain copies of said
documents and materials for its files. In the event of termination, any dispute regarding
compensation or damages shall not hinder, prevent, or otherwise impact the City's right to
promptly receive and use such documents and materials which are the sole and exclusive
property of the City.
6. TERMINATION
6.1 Notwithstanding any other provision of this Agreement, City may terminate this
Agreement at any time, with or without cause, in its sole discretion, by giving notice in writing to
Consultant not less than 30 calendar days prior to an effective termination date. In the event of
such termination, Consultant shall have the right and obligation to immediately assemble the
work then in progress for the purpose of completing the work and turning over all materials and
documents to City.
6.2 In the event of such termination, Consultant shall be compensated for all work and
services performed to the point of termination in accordance with the payment provisions set
forth in Section 3.1., unless the termination is for cause, in which event Consultant need be
compensated only to the extent required by law.
6.3 Upon notice of termination by City, the Consultant will immediately act to not
incur any additional obligations, costs or expenses, except as may be reasonably necessary to
terminate its activities. All finished or unfinished work or documents procured or produced under
the Agreement will become property of the City upon the termination date. In the event of
Consultant's failure to perform pursuant to the Agreement, the City reserves the right to obtain
services elsewhere and Consultant will be liable for the difference between the prices set forth in
the terminated Agreement and the actual cost to the City. Termination of the Agreement pursuant
to this paragraph shall not relieve the Consultant of any liability to City for additional costs,
expenses, or damages sustained by City due to failure of the Consultant to perform pursuant to
the Agreement. City may withhold any payments to Consultant for the purpose of set off until
such time as the exact amount of damages due City from Consultant is determined. After the
effective date of termination, Consultant will have no further claims against the City under the
Agreement. No other compensation will be payable for anticipated profit on unperformed
services.
7. AUDIT AND INSPECTION
Consultant shall permit authorized representatives of City to inspect and audit all data and
records relating to its performance under this Agreement for a period of three years following
acceptance of the final study.
8. EQUAL EMPLOYMENT OPPORTUNITY
Consultant agrees to refrain from discriminatory employment practices on the basis of
race, religious creed, color, sex, national origin, handicap, sexual orientation, marital status,
medical condition, disability, ancestry, organizational affiliation, military or veteran status, or
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any other consideration made unlawful by local, State or Federal law, of any employee of, or
applicant for employment with, such Consultant or subcontractor. City requires Consultant to
comply with all applicable Federal and State and local equal employment opportunity laws and
regulations.
9. INSURANCE AND INDEMNIFICATION
9.1 With respect to any design professional services provided by Consultant, the Consultant
agrees to indemnify, and hold harmless the City, its officers, and employees to the fullest extent
allowed by law from any and all claims, actions, causes of action, damages, liabilities and losses,
that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the
Consultant, except for any claims, actions, causes of action, losses, damages or liabilities
proximately caused by the sole negligence or willful misconduct of City. City shall not be liable
for acts of Consultant in performing services described herein. Notwithstanding anything in this
paragraph to the contrary, any defense costs charged to thedesign professional under this
paragraph shall not exceed the design professional's proportionate percentage of fault, except:
a. That in the event one or more defendants is unable to pay its share of defense costs due to
bankruptcy or dissolution of the business, the design professional shall meet and confer with the
other parties regarding unpaid defense costs in good faith effort to agree on the allocation of
those costs amongst the parties; and
b. Where a project -specific general liability policy insures all project participants for general
liability exposures on a primary basis and also covers all design professionals for their legal
liability arising out of their professional services on a primary basis, then there shall be no
limitation on the design professional's duty to provide a defense and cover the City's cost of
defense.
With respect to all matters other than those covered by the foregoing paragraph, Consultant
agrees to indemnify, defend (with counsel reasonably satisfactory to the.City) and hold harmless
the City, its officers, officials, directors, agents representatives, volunteers, and employees to the
fullest extent allowed by law from and against any and all claims, actions, causes of action,
losses, damages, liabilities and costs of every nature, including attorneys' fees and costs
(collectively, "Losses") including but not limited to all claims, actions, causes of action, losses,
damages, liabilities for property damage, bodily injury, or death, and all costs of defending any
claim, caused by or arising out of, or alleged to have been caused by or arise out of, in whole or
in part, Consultant's performance under this Agreement, except for any claims, actions, causes of
action, losses, damages, costs or liabilities proximately caused by the sole negligence or willful
misconduct of City. City shall not be liable for acts of Consultant in performing services
described herein.
In no event shall this section be construed to require indemnification by the Consultant to a
greater extent than permitted under the public policy of the State of California; and in the event
that this contract is subject to California Civil Code section 2782(b), the foregoing indemnity
provisions shall not apply to any liability for the active negligence of the City.
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The defense and indemnity provisions obligations of this Agreement are undertaken in addition
to, and shall not in any way be limited by the insurance obligations contained in this Agreement.
The foregoing indemnity provisions are intended to fully allocate the parties' risk of liability to
third -parties; and there shall be no rights to indemnity or contribution, in law or equity or
otherwise between the parties that are not set forth in this section. Consultant waives all rights to
subrogation for any matters covered by the provisions of this section. Consultant's responsibility
for such defense and indemnity obligations as set forth in this section shall survive the
termination or completion of this Agreement for the full period of time allowed by law.
9.2 Consultant shall maintain insurance conforming to the following specifications to the
fullest amount allowed by law for a minimum of three (3) years following the termination or
completion of this Agreement:
A. Types of Coverage
The policies shall afford the following types of coverage:
1. Commercial General Liability;
2. Automotive;
3. Workers' Compensation and Employer Liability; and
4. Professional Liability and/or Errors and Omissions
B. Minimum Scope of Insurance
Coverage shall be at least as broad as:
1. For Commercial General Liability: Insurance Services Office (ISO) CGL
Form 00 01 11 85; and
2. For Automotive Liability: ISO CA 00 01 06 92 including symbol l(any
auto); and
3. For Workers' Compensation: insurance as required by the Labor Code of
the State of California and Employer's Liability insurance; and
4. For Professional Liability and/or Errors and Omissions: insurance covering
negligence committed by or on behalf of Consultant in rendering services
to City.
C. Minimum Limits of Insurance
Consultant shall maintain limits no less than:
1. General Liability: $1,000,000 combined single limit per occurrence for
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bodily, personal injury and property damage. If Commercial General Liability Insurance
or other form with a general aggregate limit is used, either the general aggregate limit
shall apply separately to this project/location or the general aggregate limit shall be twice
the required occurrence limit.
2. Automobile Liability: $1,000,000 combined single limit per accident for
bodily injury and property damage.
3. Workers' Compensation and Employer's Liability: Workers'
Compensation limits as required by the Labor Code of the State of California and
Employer's Liability limits of $1,000,000 per accident. The Worker's Compensation
policy must be endorsed with a waiver of subrogation in favor of the City for all work
performed by the Consultant and its employees.
4. Professional Liability and/or Errors and Omissions: $1,000,000 per claim
and $2,000,000 in the annual aggregate.
The limits of insurance required in this Agreement may be satisfied by a combination of
primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain
or be endorsed to contain a provision that such coverage shall also apply on a primary and
non-contributory basis for the benefit of City (as agreed to in this Agreement) before the
City's own insurance or self-insurance shall be called upon to protect it as a named
insured.
D. Deductible and Self -Insured Retention
Any deductibles or self -insured retention must be declared to and approved by the
City, and shall not reduce the limits of liability. At the option of the City, either: the
insurer shall reduce or eliminate such deductibles or self -insured retention as respects the
City, its agents, officers, attorneys, employees, officials and volunteers; or the Consultant
shall procure a bond guaranteeing payment of losses related to investigations, claim
administration, and defense expenses. Policies containing any self -insured retention
provision shall provide or be endorsed to provide that the self -insured retention may be
satisfied by either the named insured or the City.
E. Other Insurance Provisions
The policies are to contain, or be endorsed to contain, the following provisions:
General Liability and Automobile Liability Coverage:
a. The City, its agents, officers, attorneys, employees, officials and
volunteers are to be covered as additional insureds as respects: liability arising out
of this Agreement performed by or on behalf of the Consultant, products and
completed operations of the Consultant, premises owned, occupied or used by the
Consultant, or automobiles owned, leased, hired or borrowed by the Consultant. It
is a requirement of this Agreement that any available insurance proceeds broader
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than or in excess of the specified minimum insurance coverage requirements
and/or limits set forth in this Agreement shall be available to the City as an
additional insured. Furthermore, the requirements for coverage and limits shall be
(1) the minimum coverage limits specified in this Agreement, or (2) the broader
coverage and maximum limits of coverage of any insurance policy or proceeds
available to the named insured, whichever is affords greater coverage.
b. The Consultant's insurance coverage shall be primary insurance as
respects the City, its agents, officers, attorneys, employees, officials and
volunteers. Any insurance or self-insurance maintained by the City, its agents,
officers, attorneys, employees, officials and volunteers shall be excess of the
Consultant's -insurance and shall not contribute with it.
C. Any failure to comply with reporting provisions of the policies
shall not affect coverage provided to the City, its agents, officers, attorneys,
employees, officials, and volunteers.
d. The Consultant's insurance shall apply separately to each insured
against whom claim is made or suit is brought except with respect to the limits of
the insurer's liability.
2. Workers' Compensation and Employer's Liability Coverage: The insurer
shall agree to waive all rights of subrogation against the City, its agents,
officers, attorneys, employees, officials, and volunteers for losses arising
from work performed by the Consultant for the City.
3. All Coverages: Any unintentional failure to comply with reporting
provisions of the policies shall not affect coverage provided to the City;
and unless otherwise approved by the City, each insurance policy required
by this clause shall be endorsed to state that coverage shall not be canceled
by either party, except after thirty (30) days prior written notice by regular
mail has been given to the City, or ten (10) days for cancellation for non-
payment of premium.
F. Suspension or Cancellation
If any of the coverages required by this Agreement should be suspended, voided,
cancelled or reduced in coverage during the term of this Agreement, Consultant shall
immediately notify City and replace such coverage with another policy meeting the requirements
of this Agreement.
G. Subcontractors
Consultant agrees that any and all contracts with subcontractors for performance of any
matter under this Agreement shall require the subcontractors to comply with the same indemnity
and insurance requirements set forth in this Agreement to the extent that they apply to the scope
of the subcontractors' work. Subcontractors are to be bound to contractor and to City in the same
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manner and to the same extent as the Consultant is bound to City under this Agreement.
Subcontractors shall further agree to include these same provisions with any sub -subcontractor.
A copy of this Agreement will be furnished to the subcontractor on request. The Consultant shall
require all subcontractors to provide a valid certificate of insurance and the required
endorsements included in the Agreement prior to commencing any work, and will provide proof
of compliance to the City.
H. Acceptability of Insurers
Without limiting Consultant's indemnification provided hereunder, the policies of
insurance listed in Article 9.2 of this Agreement are to be issued by an issuer with a
current A.M. Best Rating of A: V and who is authorized to transact business in the State of
California, unless otherwise approved by the City.
Verification of Coverage
Consultant shall furnish the City with endorsements and certificates of insurance
evidencing coverage required by this clause. The certificates for each insurance policy are
to be signed by a person authorized by that insurer to bind coverage on its behalf. The
certificates are to be on fonns acceptable to the .City. Where required by statue, forms
approved by the Insurance Commissioner are to be submitted. All certificates are to be
received and approved by the City before work commences:
Special Risks/Circumstances
City reserves the right to modify these requirements, including limits, based on the
nature of the risk, prior experience, insurer, coverage, or other special circumstances and
provide notice to Consultant.
10. MISCELLANEOUS
10.1 This Agreement shall be binding on the heirs, executors, assigns and successors of
Consultant.
10.2 Neither party may assign this Agreement; or any portion hereof, without the prior
written consent of the other.
10.3 This Agreement shall not be construed. to alter, affect, or waive any lien or stop
notice rights, which Consultant may have for the performance of services pursuant to this
Agreement.
10.4 Neither party's waiver of any term, condition or covenant, or breach of any term,
condition or covenant shall be construed as the waiver of any other term, condition or covenant
or waiver of the breach of any other terns, condition or covenant.
10.5 This Agreement contains the entire Agreement between City and Consultant
relating to the project and the provision of services to the project. Any prior agreements,
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promises, negotiations, or representations not expressly set forth in this Agreement are of no
force or effect. Subsequent modifications to this Agreement shall be in writing and signed by
both City and Consultant.
10.6 If any term, condition or covenant of this Agreement is held by a court of
competent jurisdiction to be invalid, void, or unenforceable; the remaining provisions of this
Agreement shall be valid and binding on City and Consultant.
10.7 This Agreement shall be governed and construed in accordance with the laws of
the State of California.
10.8 All changes or amendments to this Agreement trust be in writing and approved by
all parties.
10.9 The initial contract term shall commence upon execution of the contract by the
City and shall be for a one-year period, unless terminated sooner in accordance with the contract.
Any extension of the Agreement shall be mutually agreed upon in writing and shall require an
amendment to the Agreement signed by both parties.
10.10 Consultant owes the City a. duty of undivided loyalty in performing the work and
services under this Agreement, including, but not limited to, the obligation to refrain from having
economic interests and/or participating in activities that conflict with the City's interests in
respect to the work and/or services and project. The Consultant shall list current clients who
may have a financial interest in the outcome of this Agreement. The Consultant hereby certifies
that it does not now have, nor shall it acquire any financial or business interest that would
conflict with the performance of services under this agreement. Consultant shall not make or
participate in making or in any way attempt to use Consultant's position to influence a
governmental decision in which Consultant. knows or has reason to know Consultant has a direct
or indirect financial interest other than the compensation promised by this Agreement.
Consultant will. immediately advise the City if Consultant learns of a financial interest of
Consultant's during the term of this Agreement.
10.11 City is a public agency subject to the disclosure requirements of the California
Public Records Act ("CPRA"). If Consultant's proprietary information is contained in documents
or information submitted to City, and Consultant claims that such information falls within one or
more CPRA exemptions, Consultant must clearly mark such information "Confidential and
Proprietary," and identify the specific lines containing the information. In the event of a request
for such information, City will make best efforts to provide notice to Consultant prior to such
disclosure. If Consultant contends that any documents are exempt from the CPRA and wishes to
prevent disclosure, it is required to obtain a protective order, injunctive relief or other appropriate
remedy from a court of law in Santa Clara County before the City is required to respond to the
CPRA request. If Consultant fails to obtain such remedy within the time the City is required to
respond to the CPRA request, City may disclose the requested information without any liability
to Consultant. Consultant further agrees that it shall defend, indemnify and hold City harmless
against any claim, action or litigation (including but not limited to all judgments, costs, and
attorney's fees) that may result from denial by City of a CPRA request for information arising
-11-
from any representation, or any action (or inaction), by the Consultant.
10.12 Neither party hereto shall be considered in default in the performance of its
obligation hereunder to the extent that the performance of any such obligation is prevented or
delayed by an act of God, natural disaster, pandemic, acts of terrorism, war, or other peril, which
is beyond the reasonable control of the affected party and without the negligence of the
respective Parties. Each party hereto shall give notice promptly to the other of the nature and
extent of any Force Majeure claimed to delay, hinder or prevent performance of the services
under this Agreement. Each Party will, however, make all reasonable efforts to remove or
eliminate such a cause of delay or default and will, upon the cessation of the cause, diligently
pursue performance of its obligations in this Agreement. In the event either party is prevented or
delayed in the performance of its respective obligation by reason of such Force Majeure, there
may be an equitable adjustment of the schedule and Consultant compensation based on City's
sole discretion.
10.13 Except as City may specify in writing, Consultant shall have no authority, express
or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall
have no authority, express or implied, pursuant to this Agreement to bind City to any obligation
whatsoever.
10.14 Consultant warrants that Consultant, its subcontractors and/or agents (if any)
has/have complied with any and all federal, state, and local licensing requirements
10.15 Each party acknowledges that it has reviewed this Agreement and that the normal
rule of construction to the effect that any ambiguities are to be resolved against the drafting party
shall not be employed in the interpretation of this Agreement.
10.16 The signatories to this Agreement warrant and represent that each is authorized to
execute this Agreement and that their respective signatures serve to legally obligate their
respective representatives, agents, successors and assigns to comply with the provisions of this
Agreement.
10.17 This Agreement is entered into, and to be performed in Santa Clara County,
California, and any action arising out of or related to this Agreement shall be maintained in a
court of appropriate jurisdiction in Santa Clara County, California.
10.18 This Agreement maybe executed in counterparts which shall, in the aggregate, be
deemed an original but all of which, together, shall constitute one and the same instrument. A
scanned, electronic, facsimile or other copy of a party's signature shall be accepted and valid as
an original.
-12-
11. NOTICES
Notices required under this Agreement may be delivered by first class mail addressed to
the appropriate party at one of the following addresses:
CITY: City of Campbell
Attention: Will Fuentes, Finance Director
70 North First Street
Campbell, CA 95008
CONSULTANT: Maze & Associates
Attention: Katherine Yuen Krisch, CPA
3478 Buskirk Avenue, Suite 215
Pleasant Hill, CA 94523
[SIGNATURES ON JFOLLOWING PAGE]
5911
Having read and understood the foregoing Agreement, the undersigned parties agree to be bound
hereby:
CONSULTANT
Name Katherine Yuen K sch, CPA
Title Partner
Approved as to Form
Name William Seligmann
-14-
CITY OF. AMPBELL
Name Brian Loventhal
Title Citv Manager
Exhibit A - Scope of Services and Fees
This is an agreement between the City and Consultant for Accounting Services for payroll
operations support and system implementation. Said services are summarized below and detailed
in Exhibit B of the Agreement titled "Accounting Services Proposal 8.19.22":
o Consultant shall provide accounting services to the City, as needed, during the contract
period as follows:
0 1. Assistance in payroll processing
0 2. Assistance in new accounting software implementation.
• Consultant agrees not to exceed the amount of the fee proposal set forth below and in
Section 3.1 of the Agreement without prior written authorization of the City:
o $49,999.
Hourly Rates
The following table indicates the hourly rates for the individuals listed in this proposal and for
other associates in the Consultant's firm:
Hourly Rate
Calendar Year
2022
Hourly Rate
Calendar Year
2023
Staff Level
Maria Munoz
$170
$179
Edl n Calilan
$150
$158
Other Professionals
Partner
$350
$368
Manager
$175 to $215
$184 to $226
Supervisor
$13 5 to $165
$142 to $173
Senior Associates
$105 to $130
$110 to $137
Associates
$85 to $100
$89 to $105
Other Billable Items
In addition to the hourly rates, Consultant will bill mileage incurred as a result of Consultant's
staff member driving to the City from their home and from the City to their home. Consultant
will follow the IRS standard mileage rate reimbursed to Consultant's staff. The 2022 IRS
standard mileage rate is 62.5 cents per mile and this will be adjusted as appropriate once the IRS
sets a rate for 2023 or makes interim adjustments at any other time.
-15-
EXHIBIT B
August 19, 2022
Will Fuentes, CPFO, MBA
Finance Director
City of Campbell
70 N First Street
Campbell, CA 95008
Dear Will,
M AZ E
®\& ASSOCIATES
We are pleased to attach an electronic copy of our Proposal to Provide Accounting Services to the City of
Campbell.
We look forward to the opportunity to work with you!
Yours very truly,
XAA
Katherine Yuen Krisch, CPA
Partner
KY: saa
Enclosures
T 925.930.0902
Accountancy Corporation F 925.930.0135
3478 Buskirk Avenue, Suite 215 E ma_p0mazeassociates.com
Pleasant Hill. CA 94523 w mazeassociates.com
EXHIBIT B
City of Campbell .
Attn: Will Fuentes, CPFO, MBA, Finance
Director
70 N First Street
Campbell, iCA 95008
EXHIBIT B
CITY OF CAMPBELL
ACCOUNTING SERVICES PROPOSAL
TABLE OF CONTENTS
Page
TRANSMITTALLETTER.....................................................................................................................................1
FIRM QUALIFICATIONS AND EXPERIENCE...................................................................................................... 2
OURPHILOSOPHY...................................................................:........................................................................ 3
STAFF QUALIFICATIONS AND EXPERIENCE
Resumes.................................................................................................................................................... 3
HOURLY RATES AND OTHER BILLABLE ITEMS
HourlyRates ................................. :............................. :.............................................................................. 9
OtherBillable Items...................................................................... ........................... .......... ... 9
SCOPE OF WORK
Scopeof Work ............................................ :........................... ::................................................................ 10
REFERENCES
References...............................................................................................................................................10
EXHIBIT B
August 19, 2022
Will Fuentes, CPFO, MBA
Finance Director
City of Campbell
70 N First Street
Campbell, CA 95008
Dear Will,
JV,� M A ZTE
We strongly believe that we can provide the City of Campbell (City) the services you need and can further
develop an excellent working relationship with you and your organization. We are quite certain we are the
best qualified firm and we have summarized our reasons below:
• We are experts in governmental accounting and auditing. We can provide you with accounting
assistance in the range of day-to-day operations, design of internal control, year-end closing, audit
preparation, to implementation of new accounting pronouncements.
• The people assigned to your work were picked because of their depth of experience in the
governmental accounting services.
• Our references --indeed, anyof our present clients --will confirm we are your best choice.
Most important, we are in business to help our clients succeed. We use our professional skills to help you
achieve your goals and avoid pitfalls and problems.
We have no doubt that we are the firm best qualified to perform this engagement. After you have analyzed
our proposal and - most importantly -talked with our references, we are quite confident you will agree.
We look forward to working with you!
Yours very truly,
Katherine Yuen Krisch, CPA
Partner
KY:sa a
Accountancy Corporation
3478 Buskirk Avenue, Suite 215
Pleasant Hill, CA 94523
T 925.930.0902
F 925.930.0135
e maze@mazeassociates.com
w mazeassociates.com
1
EXHIBIT B
We are a professional services corporation located in Pleasant Hill, California. We presently have over 50
employees, including fourteen California Certified Public Accountants. Thirty-five of our professional staff
comprises our governmental sector staff, as our firm's emphasis is on governmental auditing and
accounting. Several of our professional staff have national accounting firm experience, which we have
blended with the more personal approach of a smaller firm.
The majority of our clients are municipal entities and we do this work twelve months of the year. Our
clients include special districts, joint power authorities, towns, and cities of various sizes in Northern
California.
We have focused on municipalities since 1986. We are active in GFOA, CSMFO and CMTA, and our Partners
are speakers at CSMFO, CSDA and CMTA functions.
We are in business to help our clients succeed. We help you use the ever-growing tangle of accounting
rules properly, but to your best advantage, by helping you keep out of trouble and helping you do the right
thing. We stay in touch throughout the year to keep you abreast of municipal accounting developments and
to help you avoid problems, instead of coming in afterwards to assess the damage.
Below is a list of governmental entities to which we have provided accounting services for in the last two
years:
City of Albany
City of Belmont
Bolinas Community Public Utility District
City of Clayton
Town of Colma
Contra Costa County
City of El Cerrito
First Five Contra Costa
City of Hollister
Kensington Fire Protection District
Kensington Police Protection and Community
Services District
Marin County In -Home Supportive Services Program
City of Menlo Park
Montara Water and Sanitary District
City of Newark
City of Novato
City of San Mateo
City of Saratoga
Sewer Authority Mid-Coastside
Stinson Beach County Water District
StopWaste
EXHIBIT B
a. � � r � ,
,,.����q, ;onsi
:. &� C?U12 PH1LOSOPIiY •"�� A �� '
Our mission statement is that "we are in business to help our clients succeed". We understand the stress
that an organization faces when a key finance employee departs. Very often, it takes several months for an
organization to fill the vacancy while critical tasks are delayed or left unperformed. Our goal is to do all we
can to minimize the impact these departures have on the organization's operation. We achieve this by first
bringing all essential tasks up to date, then by continuing to perform these tasks during the transitional
period, and finally training the replacement employee once onboard. In addition, we also serve as a resource
to our clients. If during our engagement, we see any areas of improvement or the need to implement new
accounting pronouncements, we will be happy to assist in those areas.
Our team assigned to your work will include Katherine Yuen, CPA, as Engagement Partner, Maria Munoz as
Manager, and Edlyn Calilan as Payroll Specialist. Edlyn will perform the day-to-day functions while Maria
will act as the project manager. Katherine will provide technical support when necessary.
Resumes
Their resumes are as follows:
KATHERINE YUEN KRISCH, CPA, Partner — Katherine has been with Maze &
Associates since 1996. Overthe years; she has taught classes both externally and
internally on topics including GASB Statements implementation, auditing
techniques under the Government Auditing Standards, and internal controls
environment. She currently serves on the Governmental Accounting and
Auditing Committee of the California Society of Certified Public Accountants,
which provides practical guidance to CPAs in the area of governmental
accounting and auditing in an effort to improve the quality of financial reporting
on governmental entities. She is also a member of the American Institute of
Certified Public Accountants and the California Society of Certified Public
Accountants. She- holds a Bachelor of Science degree in Business Administration from the University of
California, at Berkeley. She is a Certified Public Accountant in the State of California. Her relevant
municipal experience includes:
City of Alameda
Alameda Mayors' Conference
Alameda Power and Telecom
Alameda Reuse and Redevelopment Authority
Association of Bay Area Governments
Town of Atherton
Bay Area Air Quality Management District
City of Belmont
City of Benicia
City of Campbell
City of Concord
Central Contra Costa County Solid Waste Authority
City of Daly City
City of Milpitas
City of Monterey
Town of Moraga
City of Mountain View
City of Napa
City of Newark
Novato Fire Protection District
City of Orinda
City of Oxnard
City of Pacifica Child Development Program
City of Palo Alto
City of Petaluma
City of Pinole
EXHIBIT B
`� � �° �, �� �^� STAFF C.�llAL1FICATIONS AND EXPERIE►UCE" � �`�`� ��� �;�`�����
Katherine Yuen Krisch, CPA (Continued)
City of Davis
City of Dublin
East Bay Recreation and Park District
El Dorado Irrigation District
City of Emeryville
Town of Fairfax
City of Galt
City of Hayward
Kentfield Fire Protection District
City of Lafayette
Town of Larkspur
City of Lathrop
Livermore Area Recreation and Park District
City of Los Altos
City of Los Banos
Town of Los Gatos
City of Manteca
City of Martinez
City of Millbrae
City of Pleasant Hill
City of Rancho Cordova
City of Roseville.
Ross Valley Fire Protection Department
City of San Carlos
City of San Leandro
City of San Mateo
City of San Rafael
City of San Rafael Child Development Program
City of San Ramon
San Ramon Valley Fire Protection Agency
City of Sausalito
Small Cities Organized Risk Effort (SCORE)
City of South Lake Tahoe
South Placer Wastewater Authority
City of South San Francisco
City of Tracy
City of Walnut Creek
City of Woodland
MARIA MUNOZ, Manager, —graduated from St. Marys College in 2012 with a
Bachelor of Science Degree in Accounting. Maria started at Maze as an auditor
advancing to the supervisory level when she oversaw audit fieldworks and
report preparations. In 2017, Maria transitioned into the accounting services
sector due to her desire to help her clients beyond what is allowed for an
external auditor.
Her accounting services experience includes:
I Clients: I Duties: I
• City of Albany • Reviewed grant expenditures to ensure
compliance with funding agency requirements
• Assisted capital assets module implementation
• Bolinas Community Public Utility • Prepared year-end schedules and closing
District entries for audits
4
EXHIBIT B
Maria Munoz (Continued)
• City of Campbell
• Assisted in the preparation of the annual
budget
• Reviewed bi-weekly and special payroll
calculations
• Recommended and implemented procedures
to improve. timeliness and reporting, and to
strengthen internal controls of the payroll
cycle
• Town of Colma
• Prepared monthly bank reconciliations and
investment reconciliations
• Maintained fixed asset records
• Prepared year-end schedules and closing
entries for audits
• First 5 Contra Costa
• Reviewed quarterly financial reports
e Reviewed bank reconciliations
• Reviewed year-end schedules and closing
entries for audits
• In -Home Supportive Services Public
o Prepared year-end schedules and closing
Authority of Marin
entries for audits
• Montara Water, and Sanitary
• Reviewed monthly bank reconciliations
District
• Prepared monthly financial statements for Boar,
of Director's Meetings
• Prepared year-end schedules and closing
entries for audits
• City of Napa
• Performed reconciliations of bank accounts
and brought them current
• Reconciled capital projects balances.
Performed close-out accounting for capital
projects
• Organized grant files to prepare for a FEMA
oversight grant audit
• City of Newark
• Prepared year-end schedules and closing
entries for audits
• City of San Mateo
• Prepared year-end schedules and closing.
entries for audits.
• Sewer Authority Mid-Coastside
• Prepared year-end schedules and closing
entries for audits
• Assisted with the preparation of Annual
Comprehensive Financial Report (ACFR)
• StopWaste
• Recalculated payroll benefits to ensure
accuracy
• Provided technical support for the payroll
process
EXHIBIT B
Maria Munoz (Continued)
In addition, Maria has performed auditing services for the following entities:
City of Alameda
Association of California Water Agencies
Alameda -Contra Costa Transit District
Association of Bay Area Governments
City of Brentwood
City of Campbell Accounting Services
City of Concord
Contra Costa Water District
City of Cupertino
City of Cupertino Accounting Services
City of Daly City
City of Davis
Dublin San Ramon Services District
City of East Palo Alto
County of El Dorado
Town of Fairfax
Town of Moraga
City of Galt
City of Hayward
City of Larkspur
City of Livermore
City of Manteca
City of Mountain View
City of Napa
City of Napa Accounting Services
Novato Fire Protection District
Novato Sanitary District
City of Oakley
City of Orinda
Pacifica Child Care
Pajaro Valley Fire Protection District
City of Petaluma
City of Pittsburg
Placer County Water Agency
Regional Administrative Facility Corporation
City of Rancho Cordova
City of Richmond
Richmond Housing Authority
City of Roseville
Roseville Child Care
Sam Trans
City of San Carlos
City of San Pablo
City of San Rafael
San Rafael Child Care
City of Santa Clara
Santa Clara County Central Fire Protection
District
City of Sausalito
Sonoma County Open Space District
City of Sutter Creek
City of Vallejo
City of Visalia
City of Waterford
City of West Sacramento
N.
EXHIBIT B
Edlyn Calilon, Payroll Specialist - After earning a Bachelor of Science Degree in Business Administration
from St. Petersburg College, Edlyn received a Master of Science Degree in Accounting from Southern New
Hampshire University. She joined our firm in July 2022 after working over 10 years as a payroll
professional for various organizations.
Her relevant experience includes:
East Contra Costa Fire Protection District, Brentwood, CA -- Payroll Technician
August 2020 —June 2022
• For a staff of 50, ran full cycle payroll. Performed Time entry processing (regular, OT and all Leave
hours), FLSA, stipend, and shift differentials pay.
• Calculated and processed retro pay, manual adjustments, deductions, and wage garnishments.
• Processed off -cycle checks for pay -outs, buybacks, terminations, and retirement processing (complete
all final wage calculations).
• Set up new hires W-4, accrual codes, time entry processing, direct deposit, earnings and deduction
codes, benefit setup, and retirement accounts (County Retirement (CCCERA) & 457). Issued payments
to retirement system, benefits administrator(s) and union dues in accordance with applicable
collective bargaining agreements.
• Posted payroll records to the general ledger; prepared routine and special reports on payroll issues;
reviewed and approved vouchers for payments of payroll liabilities.
• Created and processed personnel action form change requests.
• Reviewed collective bargaining agreement updates as it pertained to the International Association of
Fire Fighters (IAFF) Local 1230 and American Federation of State, County and Municipal Employees
(AFSCME) Local 2700 Memorandum Of Understandings on all payroll related items and made
applicable changes to the payroll system.
• Performed ADP Payroll System setup, restructuring, and maintenance. Researched changes to wage
and hour ordinances and recommended modifications to the payroll system to comply. Hours,
earnings, and deduction code creation and maintenance, report processing, full benefit audit and
system setup, full accrual leave bank audit and system cleanup. COVID codes and sick leave set up and
implementation.
• Benefit open enrollment setup, communication, and rate calculations. Full benefit and retirement
contribution reconciliation and communication. Assisted employees, benefit vendors and outside
agencies with payroll questions and assisted employees with payroll related forms including but not
limited to FMLA/CFRA setup and processing.
• Workers' Compensation setup and processing with Athens Administrator's. Processed COVID related
reporting.
• Prepared quarterly and annual State and Federal tax filing.
• Generated periodic reporting for Workers' Compensation, CaIOSHA, CalOES, GCC Reporting, OPEB
Actuarial Valuation, GASB 75 audit, and budget reporting.
• Provided direction and training on payroll issues to applicable staff. Participated in developing
department goals and priorities; recommended and implemented procedures; and assisted with the
preparation of and administration of the payroll section of the budget.
• Established and maintained effective working relationships with staff, the community, other agencies
and the public.
EXHIBIT B
Edlyn Calilan (Continued)
City of Walnut Creek, Walnut Creek, CA -- Payroll Technician
April 2019 — August 2020
• For a staff size of 400+, performed full cycle payroll processing. Processed and verified regular, OT and
Leave hours. Calculated and processed retro pay, manual adjustments, deductions, and wage
garnishments. Processed various payroll reports. Calculated FLSA overtime for the PD department and
processed MOU changes and bonus lump sums.
• Processed off -cycle checks (equity, council, service awards), terminations (final check calculations),
set up new hires (W-4, pay codes, time entry, direct deposit, deductions, and retirement accounts
(CaIPERS, 401(k), 457, IRA).
• Prepared State and Federal tax filing, GL posting, and invoice processing for A/P. PERS reconciliation
and payments, FSA/HSA payments, and Retirement Account reconciliations and payments.
Method Products, PBC, San Francisco, CA -- Payroll + Benefits Associate
August 2018 — April 2019
• For a staff size of 220, processed multi -state & international full -cycle payroll, processed and verified
regular, OT and PTO hours. Process unpaid -time, retro pay, adjustments, deductions, bonuses, wage
garnishments, and LOA integrations. Processed various payroll reports, 1095's, ACA Reporting, and
W-2s. Handle semi-monthly and weekly full cycle payroll processing.
• Processed on -demand checks, terminations, set up new hires. Setup and managed multi -state taxes.
Verified, updated, and processed all benefits, retirement accounts, and loan repayments.
• Processed and reconciled benefit invoices. Initiated and oversaw benefit open enrollment. Involved
in benefit negotiations & vendor setup
• Performed Non -Discriminatory Testing (All benefits), HCSO processing. T4 Canada Tax reporting,
Annual Business Tax filing (Gross receipts + Payroll Expense
Piedmont Unified School District Piedmont, CA -- Payroll Technician Y
March 2017—August 2018
• For a staff size of 400+, processed full cycle monthly payroll for certificated and classified regular, OT
and PTO hours. Processed unpaid -time, time -edits, retro pay, monetary adjustments, deductions, and
wage garnishments. Paid and reported monthly, quarterly, annual taxes via EFTPS & EDD (Federal,
State, Medicare, OASDI, Medicare, SDI). Processed various payroll reports, 1095-C's, ACA Reporting,
and W-2s.
• On -demand check processing. New hire & termination processing. Verified, updated, and processed
LOA integrations, full benefits, life insurance, wage garnishments, retirement funding, PERS/STRS
reporting and corrections.
• Reconciled and paid vendor invoices (Kaiser, VSP, ASCIG Dental, American Fidelity, MidAmerica, etc.)
and verified bank reconciliation. Performed end -of -year payroll budgeting.
Veritable Vegetable, San Francisco, CA -- Payroll Coordinator
December 2015 — March 2017
• For a staff size of 250+, processed and verified vacation, sick, time edits, retro pay, monetary
adjustments, deductions, garnishments, tax payments (bi-weekly,.quarterly, annually), various payroll
reports, and W-2s for 130+. Processed on -demand checks for adjustments and terminations. Verified
and set up or terminate direct deposits
• Verified, updated, and processed LOA integrations, medical, dental, vision, FSA, life insurance, wage
garnishments, 401k and ROTH contributions.
�J
EXHIBIT B
Edlyn Calilan (Continued)
• Verified, adjusted, and paid weekly, biweekly, quarterly, and annual employee/employer taxes (Form
941, 940, W-2s, etc.). Processed journal entries, accruals, retirement, and reconcile payroll accounts.
Seminole Hard Rock.Hotel & Casino, Tampa, FL -- HR Office Coordinator/Payroll Coordinator
December 2011= December 2015
• For 3,300+, processed and verified PTO, adjustments, time edits, retro's, monetary adjustments,
deductions, garnishments, and W-2s'
• Balanced and processed tips/tokes for Food and Beverage, Slots, Poker, Cage, and the Table Games.
Processed on -demand checks, bonus/prize checks, and returned funds. Set up direct deposits & ADP
pay cards. Processed LOAs and LOA payments, medical deductions, wage garnishments, 401k and
ROTH contributions and payments.
• Organized, tracked, processed, and .filed departmental documents such as, direct deposits and
adjustments, W-4, 19's, status and salary changes; address and name changes, stopped payments and
reissues, evaluations, and disciplinary forms.
• Assisted in Benefits and Compensations directly handling benefits enrollment, Garnishment wages,
401(k), and bereavement.
Hourly Rates
Below please find the billing rates of our core team members. From time to time, other professionals of
our firm may assist in the engagement. Their billing rates are as follows:
Staff Level
Maria Munoz
Edlyn Calilan
Other Professionals
Partner
Manager
Supervisor
Senior Associates
Associates
Other Billable Items
Calendar Year Calendar Year
2022 2023
Hourly Hourly
Rates Rates
$170
$150
$350
$175 to $215
$135 to $165
$105 to $130
$85 to wo
$179
$158
$368
$184 to $226
$142 to $173
$110 to $137
$89 to $105
In addition to the hourly rates, we will bill mileage incurred as a result of our.staff member driving to and
from the City. We follow the IRS standard mileage rate as that is what we reimburse our staff. The 2022
IRS standard mileage rate is 58.9 cents per mile.
E
EXHIBIT B
Scope of Work
We will provide accounting services to the City,.as needed, during the contract period. We understand that
the City would like the scope of this engagement to be as follows:
1. Assistance in payroll processing
2. Assistance in new accounting software implementation
MOO
R FERENCES,
_References
We have selected the clients below as references because they have some -similarities with the City and/or
the people assigned to your engagement have played important parts in these engagements. However,
we encourage you to call any of our clients for a .reference.
City of San Mateo
Rich Lee, Finance Director
(650)522-7102, rlee@cityofsanmateo.org
Town of Coma
Pak Lin, Administrative Services Director
(650) 997-8309, pak.lin@colma.ca.gov
10
ff'� M AZ E
n&ASSOCIATES
May 31, 2023
Will Fuentes, CPFO, MBA
Finance Director
City of Campbell
70 N. First Street,
Campbell, CA 95008
Dear Will,
The shareholders of Maze & Associates are excited to announce their plan to separate its tax, accounting services
and governmental advisory services practices into an independent and separate firm, as Krisch & Company, An
Accountancy Corporation, effective June 1, 2023. The separation will allow the two firms, Krisch & Company
and Maze & Associates, to pursue individualized strategies and operational initiatives specific to the industries in
which they each serve. Below are all the details that outline how we smoothly transition our important relationship
with you.
Among the assets Maze & Associates will be assigning to Krisch & Company is our Contract with City of
Campbell, referred to as City of Campbell Payroll System Implementation FY22-23 (along with all related
applicable addendums, amendments, and exhibits (collectively, the "Contract"). This requires your written
consent to the assignment of this Contract to Krisch & Company, with the understanding that all of the terms,
conditions and provisions of the Contract will continue to be in full force and effect from and after the closing.
Please help us by signing below to:
a) consent to Maze & Associates assigning its rights, interests and obligations under the Contract to Krisch
& Company and to substitute Krisch & Company in lieu of Maze & Associates under the Contract,
effective as of and conditioned upon closing,
b) acknowledge the consummation of the transaction will not be deemed a breach of, or default under, any
assignment provision or other provision of the Contract and will not cause a termination of, trigger any
payment obligation under, or otherwise affect it.
After the separation, Krisch & Company will assume legal responsibility to perform the work Maze & Associates
contracted to do with you in accordance with your contract, including the scope of work, schedule, and budget set
forth therein.
T 925.930.0902
Accountancy Corporation F 925.930.0135
3478 Buskirlc Avenue, Suite 215 E maze0mazeassociates.com
Pleasant Hill, CA 94523 w mazeassociates.com
Please return this signed letter via email to KatherineK amazeassociales.com at your earliest convenience, but in
any event no later than June 15, 2022.
Please contact Katherine Yuen Krisch, Partner, at KatherineK@mazeassociates.com or (925)930-0902, if you
have questions. Thank you in advance for your cooperation.
Very truly yours,
-16�e- i*dog
Maze & Associates
ACKNOWLEDGED, AGREED, AND CONSENTED TO on behalf of City of Campbell.
��ygh Loy2htGtaG
Signature: a-a,Loventt,ai(jun 6, 20231:55PDT)
Name: Brian Loventhal
Title: City Manager
Date: Jun 6, 2023
uampbell ACC 2023 Transitionroll System
Implementation.
Final Audit Report 2023-06-06
Created:
2023-06-01
By:
will Fuentes (willf@campbellca.gov) .
Status:
Signed
Transaction ID:
CBJCHBCAABAA3cUVim1sOsHTkazFUuQ16h0995uunwSl'
"Campbell ACC 2023 Transition Payroll System Implementation"
History
i Document created by Will Fuentes (willf@campbellca.gov)
2023-06-01 - 9:19:15 PM GMT- IP address: 50.224.84.250
C' Document emailed to brianl@campbellca.gov for signature
2023-06-01 - 9:21:14 PM GMT
Email viewed by brianl@campbellca.gov
2023-06-06 - 9:54:49 PM GMT- IP address: 104.47.65.254
6�, Signer brianl@campbellca.gov entered name at signing as Brian Loventhal
2023-06-06 - 9:55:05 PM GMT- IP address: 50.224.84.250
130 Document e-signed by Brian Loventhal (brianl@campbellca.gov)
Signature Date: 2023-06-06 - 9:66:07 PM GMT - Time Source: server- IP address: 50.224.84.250
Agreement completed.
2023-06-06 - 9:55:07 PM GMT
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