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HomeMy WebLinkAbout2017-683-E Health - Rocchetti executive coachingRevised 2/17 1 [Departmental Use Only] TITLE Rocchetti Exec Coaching FY 2017-18 ORANGE COUNTY CONTRACT UNDER $15,000.00 NORTH CAROLINA THIS AGREEMENT, made and entered into this 1st day of October, 2017, (“Effective Date”) by and between Orange County, North Carolina, a political subdivision of the State of North Carolina, (the "County"), party of the first part; and Rocchetti and Associates, Inc. (the "Provider"), party of the second part; W I T N E S S E T H: For the purpose and subject to the terms and conditions hereinafter set forth, the County hereby contracts for the services of the Provider, and the Provider agrees to provide the following services to the County in accordance with the terms of this Agreement, time being of the essence: The services and/or materials (hereinafter referred to collectively as “Services”) to be furnished under this Agreement are as follows: Executive Coaching to members of clinic staff as described below: 1) Agree on scope of work/set goals for the three (3) month period. 2) Provide Coaching model and orientation to Pamela McCall so that she can both coach and manage Lisa Yourko and Robin Gasparini during this period to monitor progress and accelerate the development of the two supervisors. 3) Provide coaching to Robin Gasparini and Lisa Yourko every other week for eight (8) bi-weekly sessions. 4) Provide five (5) 30 minute follow up sessions with Pamela McCall to ensure progress. 5) Final one hour evaluation meeting provided at no charge. The term of this agreement rendered shall be from October 1, 2017 to June 30, 2018. Provider represents and agrees that Provider is qualified to perform and fully capable of performing and providing the services required or necessary under this Agreement in a fully competent, professional and timely manner to the satisfaction of the County. Provider shall be responsible for all errors or omissions, in the performance of the Agreement. Provider shall correct any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts at no additional cost to the County. Provider agrees that Provider shall not sub-contract any of the services to be provided in this Agreement, nor shall Provider assign any right or responsibility granted or required by this Agreement, without the prior written approval of the County. SPECIFIC TERMS 1. Payment: The County agrees to pay at the rates specified for Services satisfactorily performed in accord with this Agreement. The amount to be paid by the County shall not exceed Five Thousand Four Hundred, ($5,400). Payment shall be made within thirty (30) days of an invoice properly submitted to County. Should Provider fail to perform its duties under the terms of this Agreement, County may, without fault or penalty, withhold any payment associated with the work to be performed until such time as said work is completed. 2. Non–waiver: Failure by County at any time to require the performance by Provider of any of the provisions hereof shall in no way waive or affect the County's right hereunder to enforce the same, nor shall any waiver by the County of any breach be held to be a waiver of any succeeding breach or a waiver of this Non-Waiver Clause. DocuSign Envelope ID: 52FB3400-CB52-4D46-9231-157F153B491B Revised 2/17 2 3. Independent Contractor: The Provider shall operate as an independent contractor and the County shall not be responsible for any of the Provider’s acts or omissions. The Provide r shall not be treated as an employee with respect to the Services performed hereunder for federal or state tax, unemployment or workers' compensation purposes. The Provider understands that neither federal, nor state, nor payroll tax of any kind shall be withheld or paid by the County on behalf of the Provider or the employees of the Provider. 4. Insurance: Provider shall obtain, at its sole expense, Commercial General Liability Insurance, Automobile Insurance, Workers’ Compensation Insurance, and any additional insurance as may be required by County’s Risk Manager as such insurance requirements are described in the Orange County Risk Transfer Policy and Orange County Minimum Insurance Coverage Requirements (each document is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php). If County’s Risk Manager determines additional insurance coverage is required such additional insurance shall consist of N/A (if no additional insurance required mark N/A as being not applicable). Provider shall not commence work until such insurance is in effect and certification thereof has been received by the County’s Risk Manager. 5. Indemnity: The Provider agrees to defend, indemnify, and hold harmless Orange County from all losses, liabilities, claims, demands, suits, costs, damages or expenses (including reasonable attorney's fees) arising from bodily injury, including death, to any person or persons or damage to or destruction of any property caused in whole or in part by any negligent or intentional act or omission on the part of the Provider, its agents, or assigns directly or indirectly related to the Services to be performed pursuant to this Agreement on the part of the Provider. 6. Termination: This Agreement may be terminated at any time by mutual written agreement of the parties or by the County upon written notice to the Provider. County may suspend this Agreement upon reasonable notice to the Provider. 7. Entire Agreement and Signatures: The parties have read this Agreement and agree to be bound by all of its terms, and further agree that it constitutes the complete and exclusive statement of the Agreement between the parties unless and until modified in writing and signed by the parties. This Agreement together with any amendments or modifications may be executed electronically. All electronic signatures affixed hereto evidence the consent of the Parties to utilize electronic signatures and the intent of the Parties to comply with Article 11A and Article 40 of North Carolina General Statute Chapter 66. 8. Priority: In determining the basic services to be provided, should any documents be referenced in or attached to this Agreement, the terms of this Agreement shall have priority in any conflict between the terms of referenced documents and the terms of this Agreement. 9. Governing Law: Both parties agree that this Agreement shall be governed by the laws of the State of North Carolina. Provider shall at all times remain in compliance with all applicable local, state, and federal laws, rules, and regulations including but not limited to all state and federal anti-discrimination laws, policies, rules, and regulations and the Orange County Non-Discrimination Policy and Orange County Living Wage Policy (each policy is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php.). Any violation of this requirement is a breach of this Agreement and County may immediately terminate this Agreement without further obligation on the part of the County. This paragraph is not intended to limit and does not limit the definition of breach to discrimination. By executing this Agreement Provider affirms that Provider is and shall remain in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. By executing this Agreement Provider certifies that Provider has not been identified, and has not utilized the services of any agent or subcontractor, on the list created by the State Treasurer pursuant to G.S. 147-86.58. DocuSign Envelope ID: 52FB3400-CB52-4D46-9231-157F153B491B Revised 2/17 3 10. Dispute Resolution: Any and all suits or actions to enforce, interpret, or seek damages with respect to any provision of, or the performance or non-performance of, this Agreement shall be brought in the General Court of Justice of North Carolina sitting in Orange County, North Carolina. It is agreed by the parties that no other court shall have jurisdiction or venue with respect to such suits or actions. Binding arbitration may not be initiated by either Party, however, the Parties may agree to nonbinding mediation of any dispute prior to the bringing of such suit or action. 11. Non Appropriation: Provider acknowledges that County is a governmental entity, and the validity of this Agreement is based upon the availability of public funding under the authority of its statutory mandate. In the event that public funds are unavailable and not appropriated for the performance of County’s obligations under this Agreement, then this Agreement shall automatically expire without penalty to County immediately upon written notice to Provider of the unavailability and non-appropriation of public funds. [SIGNATURE PAGE TO FOLLOW] DocuSign Envelope ID: 52FB3400-CB52-4D46-9231-157F153B491B Revised 2/17 4 IN WITNESS WHEREOF, County and the Provider have signed this Agreement, effective as of the day first written above. ORANGE COUNTY PROVIDER By: _________________________ By: _________________________ County Manager Title: ________________________ 200 S. Cameron St. Rocchetti and Associates, Inc. P.O. Box 8181 10204 Hallberg Lane Hillsborough, NC 27278 Raleigh, NC 27614 DocuSign Envelope ID: 52FB3400-CB52-4D46-9231-157F153B491B  DocuSign Envelope ID:52FB3400-CB52-4D46-9231-157F153B491B DATE{MMIDDNWY) A�cap CERTIFICATE OF LIABILITY INSURANCE 0912712017 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER, THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Courtney Hartman NAME: _ StateF r MARY WILSON STATE FARM PHCNNO Exi: 919-872-1225 Pa c No): 919-676-2327 M 9660 FALLS OF NEUSE RD SUITE 165 ADO!Ess: Courtney @MARYWILSONSMYAGENT.COM RALEIGH NC 27615 INSURER{S)AFFORDING COVERAGE NAIL# INSURERA: State Farm Mutual Automobile Insurance Company 25178 INSURED INSURER B: ROCCHETTI,RICKY&LINDA J INSURER C: 16204 HALLBERG LN INSURER D: RALEIGH NC 27614-7716 INSURERE: INSURER F:_ COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE 13EFN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY 13E- ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS, INSR ADDL SUBR - POLICY EFF POLICY EXP LIMITS LTR TYPE OF INSURANCE POLICY NUMBER MMID MMIDDIYYYY COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE i DAMAGE TO RENTED CLAIMS-MADE El OCCUR PREMISES Ea occurrence $ MEP EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER GENERAL AGGREGATE $ JECT POLICY PRO LOG PRODUCTS-COMPIOP AGG $ OTHER' $ COMB AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO 377 8201-D21-33D 09127/2017 04/2112018 BODILY INJURY(Per person) $ 100,000 A OWNED SCHEDULED BODILY INJURY(PeTamiriont) $ 300,000 AUTOS ONLY AUTOS HIRED NON-OVNVED E PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accidenR $ UMBRELLA LIAB OCCUR EACH OCCURRENCE EXCESS LIAB CLAIMS-MADE I AGGREGATE $ DED I I RETENTION$ $ WORKERS COMPENSATION PER OTH- UTE AND EMPLOYERS'LIABILITY ANY PROPRIETORIPARTNERIEXECUTIVE YIN STAT ER E.L.EACH ACCIDENT $ OFFICERIMEMBER EXCLUDED? N NIA (Mandatory in NH) E.L.DISEASE-EA EMPLOYE $ If yes,describe under DESCRIPTION OF OPERATIONS beiow E.L.DISEASE-POLICY LIMIT $ f DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES tACORD 101,Additional Remarks Schedule,may he attached if more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED RE It �NT�TIVE� j � l O 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD 100148Ps 732848.12 03-16-2616 CERTIFICATE.OF.LIABILITY.INSURANCE DATE (MM/DD/YYYY) 9/26/2017 THIS CERTIFICATEIS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVEORPRODUCER, AND THECERTIFICATEHOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement.A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: INSURANCE NOODLE LLC/PHS PHONE (A/C, No, Ext):(866) 467-8730 FAX (A/C, No):(888) 443-6112 551718 P:(866) 467-8730 F:(888) 443-6112 E-MAIL ADDRESS: PO BOX 29611 INSURER(S) AFFORDING COVERAGENAIC# CHARLOTTE NC 28229 INSURER A :Hartford Casualty Ins Co 29424 INSURED INSURER B : INSURER C : ROCCHETTI AND ASSOCIATES INC INSURER D : 10204 HALLBERG LN INSURER E : RALEIGH NC 27614 INSURER F : COVERAGESCERTIFICATE NUMBER:REVISION NUMBER: THISISTOCERTIFYTHATTHEPOLICIESOFINSURANCELISTEDBELOWHAVEBEENISSUEDTOTHEINSUREDNAMEDABOVEFORTHEPOLICYPERIOD INDICATED.NOTWITHSTANDINGANYREQUIREMENT,TERMORCONDITIONOFANYCONTRACTOROTHERDOCUMENTWITHRESPECTTOWHICHTHIS CERTIFICATEMAYBEISSUEDORMAYPERTAIN,THEINSURANCEAFFORDEDBYTHEPOLICIESDESCRIBEDHEREINISSUBJECTTOALLTHE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSR SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY)LIMITS COMMERCIAL GENERAL LIABILITY EACHOCCURRENCE $1,000,000 CLAIMS-MADE X OCCUR 83 SBM TL0404 DAMAGE TO RENTED PREMISES (Ea occurrence)$300,000 A X General Liab 04/19/201704/19/2018 MED EXP (Any one person)$10,000 PERSONAL & ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $2,000,000 POLICY PRO- JECT X LOC PRODUCTS - COMP/OP AGG $2,000,000 OTHER:$ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident)$ ANY AUTO BODILY INJURY (Per person)$ OWNED AUTOS ONLY SCHEDULED AUTOS BODILY INJURY (Per accident)$ HIRED AUTOS ONLY NON-OWNED AUTOS ONLY PROPERTY DAMAGE (Per accident)$ $ UMBRELLA LIAB OCCUR EACHOCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DEDRETENTION $$ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY N/ A PER STATUTE OTH- ER ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) Y/N E.L. EACH ACCIDENT $ E.L. DISEASE- EA EMPLOYEE $ Ifyes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. CERTIFICATE HOLDERCANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. ORANGE COUNTY HEALTH DEPARTMENT 300 W TRYON ST HILLSBOROUGH, NC 27278 AUTHORIZED REPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD DocuSign Envelope ID: 52FB3400-CB52-4D46-9231-157F153B491B 222 South Riverside Plaza, Suite 2250, Chicago, IL 60606-5808 Telephone: (866) 737-6877 Facsimile: (847) 572-6262 BINDER OF INSURANCE Page: 1 PER THE TERMS OF THIS DOCUMENT – COVERAGE IS IN FORCE AND PREMIUM IS BEING EARNED 1. Delivered To: Mary Wilson MARY WILSON STATE FARM AGENCY 9660 Falls Of Neuse Rd Ste 165 Raleigh, NC 27615-2473 Producer Code #: 331885 Producer Facsimile: (919) 676-2327 Coverage is bound pursuant to the following terms and conditions: 2. Named Insured: ROCCHETTI AND ASSOCIATES INC 10204 Hellberg Land Raleigh, NC 27614 Client Code #:279897 3. Binder Period: This binder expires automatically on the date stated unless extended in writing by State Farm Specialty Products or unless superceded by the Policy or Renewal Declarations. Binder Effective Date: October 4, 2017 Binder Expiration Date: Until replaced by Policy 12:01 A.M. standard time at the address of the Named Insured as shown above. 4. Policy Provisions: The Policy or Renewal Declarations will be issued to incorporate the following provisions, provided all conditions of this binder have been met. Policy #: PS0000005803700 Policy Period: From:October 4, 2017 To: October 4, 2018 12:01 A.M. standard time at the address of the Named Insured as shown above. Insurer: State Farm Fire and Casualty Company Program: Miscellaneous Errors & Omissions Professional Liability Insurance Coverage Type: Claims – Made Defense Costs: Defense Costs Within Limits Retroactive date: Policy Inception Limit of Liability Each Wrongful Act Total Limit of Liability Retention Each Wrongful Act $1,000,000$1,000,000$2,500 5.Premium Payment & Terms: (Invoice to Follow Under Separate Cover) Premium Payment Plan: Annually Policy Period Premium: Total Premium: DocuSign Envelope ID: 52FB3400-CB52-4D46-9231-157F153B491B 222 South Riverside Plaza, Suite 2250, Chicago, IL 60606-5808 Telephone: (866) 737-6877 Facsimile: (847) 572-6262 BINDER OF INSURANCE Page: 2 6. Schedule of Insured Services: Organizational consulting services including strategic planning, executive coaching, leadership development, and related project management services 7. Applicable Forms & Endorsements: PSMS4000(01/01) Miscellaneous Errors and Omissions Liability Insurance Policy PSMS4037(01/01) Management Consultant Endorsement PSMS4049NC(08/02) North Carolina Amendatory Endorsement 8. Special Conditions: •Not Applicable 9. Subjectivities: Subject to our receipt & approval of the following requirements: •Not Applicable This binder requires payment of premium to State Farm Specialty Products, at the location listed on the invoice, on the premium due date shown in the invoice. This binder may be cancelled if payment is not received by the premium due date on the invoice. In the event of cancellation or expiration of this binder without a Policy or Renewal Declarations Page being issued, the Insurer shall be entitled to an earned premium for the time in force as calculated by the Insurer in accordance with the provisions of the applicable specimen policy or expiring policy. ENDO_ID ENDO_DESC Date of Issue: October 4, 2017 By: DocuSign Envelope ID: 52FB3400-CB52-4D46-9231-157F153B491B