Attachment A
TPA
AGREEMENT
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AMENDMENT NO. 3 TO THE PROPERTY AND LIABILITY THIRD-PARTY ADMINISTRATOR SERVICES AGREEMENT NUMBER A8557
BETWEEN THE CITY OF PALM SPRINGS AND KEENAN & ASSOCIATES
1. Parties and Date.
This Amendment No. 3 to the Property and Third-Party Administrator Services Professional Services Agreement is made and entered into as of this first day of July, 2026, by and between the City of Palm Springs, a California charter city and municipal corporation (“City”), and Keenan & Associates, a California Corporation (Consultant). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties.”
2. Recitals.
2.1 Agreement. City and Consultant entered into an agreement titled Property and Liability Third-Party Administrator Services Agreement, dated July 1, 2020 for the purpose of retaining the services of Consultant in an amount not to exceed of $325,000 and a term of years (5) years. Amendment No. 1 extended the term and revised compensation for an additional amount of $66,675 and a revised contract amount not to exceed of $391,675. Amendment No.2 added additional compensation in the amount of $33,325 for a revised contract amount not to exceed $425,000 corrected administrative errors, and approved payment of overdue invoices.
2.2 Amendment Purpose. City and Consultant now desire to amend the Agreement to extend the Agreement term for a period of twelve (12) months and revise the compensation schedule to reflect the dates of the contract extension identified in Amendment No. 3.
2.3 Amendment Authority. This Amendment No. 3 is authorized pursuant to Section 2.3 of the Agreement.
3. Terms.
3.1 Amendment. Section 3.4 of the Agreement is hereby replaced in its entirety to read as follows:
Unless earlier terminated in accordance with Section 4.5 of this Agreement, this Agreement shall continue in full force and effect for a period of six (6) years and six (6) months, commencing July 1, 2020, and ending December 31, 2026
3.2 Amendment. Exhibit C is hereby deleted in its entirety and replaced with Exhibit D attached hereto and incorporated herein by reference.
3.3 Continuing Effect of Agreement. Except as amended by this Amendment No. 3, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the Parties under this Amendment No. 3. From and after the date of this Amendment No. 3, whenever the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 3.
3.4 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations
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they have undertaken pursuant to this Amendment No. 3.
3.5 Severability. If any portion of this Amendment No. 3 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.6 Counterparts. This Amendment No. 3 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.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE FOR AMENDMENT NO. 3 TO THE PROPERTY AND LIABILITY THIRD-
PARTY ADMINISTRATOR SERVICES AGREEMENT
BETWEEN THE CITY PALM SPRINGS AND KENAN & ASSOCIATES
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the dates stated below.
KEENAN & ASSOCIATES:
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: _______________________________ City Attorney City Clerk
APPROVED:
By: _______________________________ Date:
City Manager – over $150,000
Deputy/Assistant City Manager – up to $50,000
Director – up to $25,000
Manager – up to $5,000
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EXHIBIT D
COMPENSATION
1. The one year consulting fee for the services rendered under this Agreement for the period of term of this Agreement will be as follows:
Fiscal Year / Term Fee
July 1, 2026 to June 30, 2027 / Sixty-six thousand, ix hundred seventy-four dollars ($66,674).
2. Any balance not paid within thirty (30) days following the date on the invoice shall be deemed late. Interest on any late payment shall accrue as of the date of Keenan’s original invoice at the rate of (a) 1½ percent per month, or (b) the maximum interest rate permitted by applicable law, whichever is lower. Keenan shall have the right to suspend its Services if any balance owed by Client is more than sixty (60) days late.
Attachment B
BROKERAGE
AGREEMENT
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AMENDMENT NO. 2 TO THE PROFESSIONAL INSURANCE BROKERAGE SERVICES PROFESSIONAL SERVICES AGREEMENT NUMBER A8425
BETWEEN THE CITY OF PALM SPRINGS AND KEENAN & ASSOCIATES
1. Parties and Date.
This Amendment No. 2 to the Professional Insurance Brokerage Services Professional Services Agreement is made and entered into as of this first day of July, 2026, by and between the City of Palm Springs, a California charter city and municipal corporation (“City”), and Keenan & Associates, a California Corporation (Consultant). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties.”
2. Recitals.
2.1 Agreement. City and Consultant entered into an agreement titled Professional Insurance Brokerage Services Professional Services Agreement dated July 1, 2020 for the purpose of retaining the services of Consultant to provide specific professional insurance brokerage services defined as “project” in the underlying agreement in an amount not to exceed of $305,500 and a term of five (5) years. Amendment No. 1 extended the term through June 30, 2026.
2.2 Amendment Purpose. City and Consultant now desire to amend the Agreement and extend the Agreement term for a period of six (6) months and revise the compensation schedule to reflect the dates of the contract extension identified in Amendment No. 2.
2.3 Amendment Authority. This Amendment No. 2 is authorized pursuant to Section 2.3 of the Agreement.
3. Terms.
3.1 Amendment. Section 3.4 of the Agreement is hereby replaced in its entirety to read as follows:
Unless earlier terminated in accordance with Section 4.5 of this Agreement, this Agreement shall continue in full force and effect for a period of six (6) years and six (6) months, commencing July 1, 2020, and ending December 31, 2026
3.2 Amendment. Exhibit F is hereby deleted in its entirety and replaced with Exhibit G attached hereto and incorporated herein by reference.
3.3 Continuing Effect of Agreement. Except as amended by this Amendment No. 2, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the Parties under this Amendment No. 2. From and after the date of this Amendment No. 2, whenever the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 2.
3.4 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. 2.
3.5 Severability. If any portion of this Amendment No. 2 is declared invalid, illegal, or
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otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.6 Counterparts. This Amendment No. 2 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.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE FOR AMENDMENT NO. 2 TO THE PROFESSIONAL INSURANCE
BROKERAGE SERVICES PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY PALM SPRINGS AND KENAN & ASSOCIATES
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the dates stated below.
KEENAN & ASSOCIATES:
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: _______________________________ City Attorney City Clerk
APPROVED:
By: _______________________________ Date:
City Manager – over $150,000
Deputy/Assistant City Manager – up to $50,000
Director – up to $25,000
Manager – up to $5,000
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EXHIBIT G
COMPENSATION
1. Client agrees to pay Keenan fees as calculated as follows:
For the period of July 1, 2026 – December 31, 2026:
2. Fees for subsequent contract years, as applicable, will be determined based upon Keenan’s then-current hourly rate. Keenan shall provide Client notice of the rates for subsequent years at least sixty (60) days before the beginning of the applicable contract year.
3. Keenan shall be reimbursed for the Allocated Expenses as defined below. Keenan shall order such services only after obtaining proper written authorization from Client, except that such authorization may be given orally where such services are urgently required.
4. Any balance not paid within thirty (30) days following the date on the invoice shall be deemed late.
Interest on any late payment shall accrue as of the date of Keenan’s original invoice at the rate of (a) 1 ½ percent per month, or (b) the maximum interest rate permitted under applicable law, whichever is lower.
Keenan shall have the right to suspend Services if any balance owed by Client is more than sixty (60) days late.
Allocated Expenses: All reasonable and supportive extraordinary services where expert and professional assistance is required, such as professional photography, independent medical examinations, professional engineering services, investigative services and laboratory services.
Attachment C
BUSINESS DISCLOSURE
Who Must File?
CITY OF PALM SPRINGS
PUBLIC INTEGRITY DISCLOSURE
(INSTRUCTIONS FOR APPLICANTS)
Applicants that are NOT a natural person or group of natural people that will be identified on the application, and seek a City approval determined by a vote of City officials. Examples include corporations, limited liability companies, trusts, etc. that seek a City Council approval, or an approval by one of the City’s board or commissions.
Why Must I File?
The City of Palm Springs Public Integrity Ordinance advances transparency in municipal government and assists public officials in avoiding conflicts of interest. The City’s Public Integrity Ordinance, codified in Chapter 2.60 of the municipal code, reflects the City’s interest in ensuring that companies (and other legal entities that are not natural people) doing business in the community are transparent and make disclosure as to their ownership and management, and further that those companies disclose the identity of any person, with a beneficial ownership interest of five percent (5%) or more.
When Must I File?
You must file this form with the Office of the City Clerk, or designee, at the same time when you file your application for a City approval determined by a vote of City officials, whether elected or appointed.
What Must I Disclose?
A. The names of all natural persons who are officers, directors, members, managers, trustees, and other fiduciaries serving trusts or other types of organizations (attorneys, accountants, etc.).
Note: (1) you must make these disclosures in relation to the applicant entity, and also in relation to any related entity that owns a part of, or makes a profit based upon the business of the applicant entity. Disclosures may include parent, subsidiary or affiliated entities of the applicant entity; (2) if any entity that is not a natural person serves as the applicant entity (e.g. as a member of the applicant LLC), then all officers, directors, members, managers, trustees, etc., of the second entity must be disclosed.
B. The names of persons owning a beneficial interest of five percent (5%) or more in your entity, Owners/investors who have such an interest hold either investment power or voting power, i.e., they can (i) sell or transfer their interest, or (ii) vote their interest in management decisions.
NOTE: USE ADDITIONAL PAGES AS NECESSARY
What if I Have Questions?
If you have any questions about how to complete this form, please contact the Office of the City Clerk, (760) 323-8206, [email protected].
(Revised 05/16/19)
CITY OF PALM SPRINGS – PUBLIC INTEGRITY DISCLOSURE
(INSTRUCTION FOR APPLICANTS)
Docusign Envelope ID: 04A0923F-9F9E-8DA0-81AA-762EBE8BDE9B CITY OF PALM SPRINGS – PUBLIC INTEGRITY DISCLOSURE
APPLICANT DISCLOSURE FORM
(Revised 05/16/19)
PUBLIC INTEGRITY DISCLOSURE
APPLICANT DISCLOSURE FORM
1. Name of Entity
Keenan & Associates
2. Address of Entity (Principle Place of Business)
2355 Crenshaw Blvd, Suite 200, Torrance, CA 90501
3. Local or California Address (if different than #2)
3. State where Entity is Registered with Secretary of State California
If other than California, is the Entity also registered in California? Yes No
5. Type of Entity
Corporation Limited Liability Company Partnership Trust Other (please specify)
6. Officers, Directors, Members, Managers, Trustees, Other Fiduciaries (please specify) Note:
If any response is not a natural person, please identify all officers, directors, members, managers and other fiduciaries for the member, manager, trust or other entity John Stephens
Officer Director Member Manager
[name]
General Partner Limited Partner
Other
Daniel Oshiro
Officer Director Member Manager
[name]
General Partner Limited Partner
Other
Docusign Envelope ID: 04A0923F-9F9E-8DA0-81AA-762EBE8BDE9B CITY OF PALM SPRINGS – PUBLIC INTEGRITY DISCLOSURE
APPLICANT DISCLOSURE FORM
(Revised 05/16/19)
Sulemon Moloo Officer Director Member Manager [name]
General Partner Limited Partner
Other
7. Owners/Investors with a 5% beneficial interest in the Applicant Entity or a related entity
EXAMPLE
JANE DOE
[name of owner/investor]
50%, ABC COMPANY, Inc.
[percentage of beneficial interest in entity
and name of entity]
A.
AssuredPartners Capital, Inc.
[name of owner/investor]
100% Keenan and Associates
[percentage of beneficial interest in entity
and name of entity]
B.
AssuredPartners, Inc.
[name of owner/investor]
100% AssuredPartners Capital, Inc.
[percentage of beneficial interest in entity
and name of entity]
C.
Dolphin Midco, Inc.
[name of owner/investor]
100% AssuredPartners, Inc.
[percentage of beneficial interest in entity
and name of entity]
D.
Dolphin TopCo, Inc.
[name of owner/investor]
100% Dolphin Midco, Inc.
[percentage of beneficial interest in entity
and name of entity]
E.
Arthur J. Gallagher & Co.
[name of owner/investor]
100% Dolphin TopCo, Inc.
[percentage of beneficial interest in entity
and name of entity]
I DECLARE UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.
Signature of Disclosing Party, Printed Name, Title
John Stephens
Chief Executive Officer
Date
Docusign Envelope ID: 04A0923F-9F9E-8DA0-81AA-762EBE8BDE9B 3/31/2026
CITY OF PALM SPRINGS – PUBLIC INTEGRITY DISCLOSURE
APPLICANT DISCLOSURE FORM
(Revised 05/16/19)
PENALTIES
Falsification of information or failure to report information required to be reported may subject you to administrative action by the City.
Docusign Envelope ID: 04A0923F-9F9E-8DA0-81AA-762EBE8BDE9B