HomeMy WebLinkAboutS Purchasing - Raftelis Financial Consultants
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CONSULTING AGREEMENT
This Consulting Agreement ("Agreement") is entered into this day of ~,
2008 (hereinafter referred to as the effective date of the agreement) by an betwee Orange
County, North Carolina ("Contracting Agency" or "County") and Raftelis Financial Consultants,
Inc. ("Contractor").
Witnesseth
WHEREAS, Contractor has substantial skill and experience in water and wastewater finance and
pricing; and
WHEREAS, County desires to hire Contractor and Contractor desires to provide wastewater
finance and pricing services to County.
NOW THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is
hereby acknowledged, the Parties agree to the terms and conditions set forth herein.
Article 1. Statement of Work
Contractor shall provide the services outlined in the Scope of Work attached hereto and
incorporated herein by reference to the same (Attachment A) to the County (the "Services"). The
date for completion of the Services called for in this Agreement is within one hundred and
twenty (120) days after the execution of this Agreement by both parties.
Article 2. Compensation
For the complete, satisfactory, and timely performance of the Services hereunder, Contractor will
be paid at the hourly billing rates listed below:
Position Hourly Billing_Rate
Vice President $200
Manager $170
Senior Consultant $160
Administration $55
Furthermore, the Contractor will be reimbursed for reasonable expenses incurred in performance
of the Services. For the Services outlined in the Scope of Work, the total professional fees and
expenses paid to the Contractor will not exceed $14,829.
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Article 3. Progress Reporting and Payment
Contractor shall submit invoices to the County on a monthly basis for services rendered to the
date thereof. Such invoices shall be supported by appropriate documentation; at a minimum, the
task performed, the individuals working on such task, the level of each such individual, and
expenses incurred. Each invoice will contain all hours and expenses from the Contractor for the
month. Upon receipt of a satisfactory invoice, the County will remit payment of the invoice
amount to the Contractor within 30 days.
Article 4. Term and Termination
The term of this A~reement shall be for a period beginning on the effective date hereof and
expiring on the 180 day thereafter. Contractor or the County may terminate this Agreement at
any time by providing the other party 15 days advance written notice of its intention to terminate.
Contractor will be paid for all time and expenses reasonably incurred as of the termination date
upon the County's receipt and approval of an invoice prepared and submitted in accordance with
Article 3 above. Any renewal of this Agreement is at the option of the Parties and must be
evidences by a writing executed by both parties. The provisions of Articles 6 and 9 shall survive
termination or expiration hereof.
Article 5. Place of Performance
Contractor shall be responsible for maintaining its own office facilities and will not be provided
with either office facilities or secretarial support by the County.
Article 6. Subcontractors
Not Applicable. Contractor shall not subcontract with any third party for the completion of the
Services.
Article 7. Confidential Information
Contractor acknowledges and agrees that in the course of the performance of the services
pursuant to this Agreement, Contractor may be given access to, or come into possession of,
confidential information of the County which information contains trade secrets, proprietary data,
privileged material, or other confidential information. Contractor acknowledges and agrees,
except if required by judicial or administrative order, trial, or other governmental proceeding
pertaining to this matter, that it will not use, duplicate, or divulge to others any such information,
including without limitation, trade secrets belonging to or disclosed to Contractor by the County
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without first obtaining written permission from the County. "Confidential information" as used
herein, includes information, materials, products, and deliverables developed during, and
discoveries and contributions made by Contractor in the performance of this Agreement. All
tangible embodiments of such information shall be delivered to the County by Contractor upon
termination hereof, or upon request by the County, whichever first occurs. The County
acknowledges Contractor has the right to maintain its own set of work papers which may contain
confidential information.
Article 8. Independent Contractor Status
It is understood and agreed that Contractor will provide the services under this Agreement on a
professional basis as an independent contractor and that during the performance of the services
under this Agreement, Contractor's employees will not be considered employees of the County
within the meaning or the applications of any federal, state, or local laws or regulations
including, but not limited to, laws or regulations covering unemployment insurance, old age
benefits, worker's compensation, industrial accident, labor, or taxes of any kind. Contractor's
employees shall not be entitled to benefits that may be afforded from time to time to County
employees, including without limitation, vacation, holidays, sick leave, worker's compensation,
and unemployment insurance. Further, the County shall not be responsible for withholding or
paying any taxes or social security on behalf of Contractor's employees. Contractor shall be fully
responsible for any such withholding or paying of taxes or social security.
Article 9. Trademark and Trade Name
This Agreement does not give either Party any ownership rights or interest in the other Party's
trade name or trademarks.
Article 10. Indemnification.
Consultant agrees to defend, indemnify, and hold harmless Orange County from all loss, liability,
claims or expense (including reasonable attorney's fees) arising from damages caused in whole or
in part by the negligence or misconduct of Project Manager or its agents and employees, except
to the extent same are caused by the negligence or willful misconduct of Orange County during
the performance of the service called for under this Agreement. It is the intent of this section to
require Project Manager to indemnify Orange County to the extent permitted under North
Carolina law.
ARTICLE 11. Insurance.
The Consultant shall procure and maintain insurance for protection from claims under
worker's compensation acts, claims for damages because of bodily injury including personnel
injury, sickness or disease or death of any and all employees or of any person other than such
employees and from claims or damages because of injury to or destruction of property
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including loss of use resulting therefrom. The Consultant is required to provide policies
certifying the following types of coverage:
a) Worker's Compensation: Coverage to apply for all employees for statutory limits in
compliance with the state and federal laws. The policy must include employers' liability
with a limit of $100,000 each accident, $100,000 bodily injury by disease each employee
and $500,000 aggregate.
b) Comprehensive General Liability: Shall have minimum limits of $1,000,000 per
occurrence combined single limit for bodily injury, liability and property damage liability.
c) Automobile Liability: with a limit of $100,000 each accident, $100,000 bodily injury by
and $500,000 aggregate.
c) The County is to be included as an additional insured on the Comprehensive, General
Liability. This requirement is to be stated on the Certificate of Insurance.
Article 12. General Provisions
A. Entire This Agreement represents the entire and sole agreement between the Parties
Agreement: with respect to the subject matter hereof and supersedes any and all prior
negotiations, understandings, representations, or consulting agreements
whether written or oral. This Agreement cannot be modified, changed, or
amended, except in writing signed by the Parties.
B. Waiver: The failure of either Party to require performance by the other of any
provision hereof shall in no way affect the right to require performance at
any time thereafter, nor shall the waiver of a breach of any provision hereof
be taken to be a waiver of any succeeding breach of such provision or as a
waiver of the provision itself. All remedies afforded in this Agreement shall
be taken and construed as cumulative; that is, in addition to every other
remedy available at law or in equity.
C. Relationship: Nothing herein contained shall be construed to imply a joint venture,
partnership, or principal-agent relationship between Contractor and County;
and neither Parry shall have the right, power, or authority to obligate or bind
the other in any manner whatsoever, except as otherwise agreed to in
writing.
D. Assignment Neither Party shall assign or delegate this Agreement or any rights, duties, or
and obligations hereunder without the express written consent of the other.
Delegation: Subject to the foregoing, this Agreement shall inure to the benefit of and be
binding upon the successors, legal representatives, and assignees of the
Parties hereto,
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E. Severability: If any provision of this Agreement is declared invalid or unenforceable, such
provision shall be deemed modified to the extent necessary and possible to
render it valid and enforceable. In any event, the unenforceability or
invalidity of any provision shall not affect any other provision of this
Agreement, and this Agreement shall continue in force and effect, and be
construed and enforced, as if such provision had not been included, or had
been modified as above provided, as the case may be.
F. Governine This Agreement shall be governed by, and construed in accordance with, the
Law: laws of the State of North Carolina.
G. Paragraph The paragraph headings set forth in this Agreement are for the convenience
Headings: of the Parties, and in no way define, limit, or describe the scope or intent of
this Agreement and are to be given no legal effect.
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IN WITNESS WHEREOF, the Parties have executed this Agreement by their duly authorized
representatives.
County
By:
Date
fitness
Raftelis Financial Consul/t~ants, Inc.
By' ^'_ 6 V-
Signature ,
U,ce ~rc,S~deu.'~'
Title
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Date
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This instrument has been pre-audited in the manner required by the Local Government Budget
and Fiscal Control Act.
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Orange County Finance Duector
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