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Contract_PFM_Kittitas_County_executed
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12. December
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2023-12-19 10:00 AM - Commissioners' Agenda
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Contract_PFM_Kittitas_County_executed
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Last modified
12/14/2023 12:16:17 PM
Creation date
12/14/2023 12:15:30 PM
Metadata
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Meeting
Date
12/19/2023
Meeting title
Commissioners' Agenda
Location
Commissioners' Auditorium
Address
205 West 5th Room 109 - Ellensburg
Meeting type
Regular
Meeting document type
Supporting documentation
Supplemental fields
Item
Request to Approve a Resolution Acknowledging an Extension of the Professional Services Agreement between the Kittitas County Treasurer's office and PFM Financial Advisors, PLLC
Order
2
Placement
Consent Agenda
Row ID
112272
Type
Resolution
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VI.INFORMATIONTO BE FURNISHED TO PFM <br />All information,data,reports,and records ("Data")in the possession of the Client or any <br />third party necessary for carrying out any services to be performed under this Agreement shall be <br />furnished to PFM and the Client shall,and shall cause its agent(s)to,cooperate with PFM in its <br />conduct of reasonable due diligence in performing the services,including with respect to the facts <br />that are necessary in its recommendation(s)to the Client in connection with a municipal securities <br />transaction or municipal financial product and/or relevant to a Client's determination whether to <br />proceed with a course of action.To the extent Client requests that PFM provide advice with regard <br />to any recommendationmade by a third party,Client will provide to PFM written direction to do so <br />as well as any Data it has received from such third party relating to its recommendation.Client <br />acknowledges and agrees that while PFM is relying on the Data in connection with its provision of <br />the services under this Agreement,PFM makes no representation with respect to and shall not be <br />responsible for the accuracy or completeness of such Data. <br />VII.NOTICES <br />All notices given under this Agreement shall be in writing,sent by registered United States <br />mail,with return receipt requested,addressed to the party for whom it is intended,at the designated <br />below.The parties designate the following as the respective places for giving notice,to-wit: <br />KITTITAS COUNTY <br />205 West 5*Avenue,Suite 102 <br />Ellensburg,WA 98926 <br />Attention:Brett Wachsmith,County Treasurer <br />PFM FINANCIAL ADVISORS LLC <br />1200 Fifth Avenue,Suite 1220 <br />Seatde,WA 98101 <br />Attention:Susan Musselman,Director <br />VIII.TITLE TRANSFER <br />All materials,except functioning or dynamic financial models,preparedby PFM pursuant <br />exclusively to this Agreement shall be the property of the Client.Subject to the exception described <br />above,upon termination of this Agreement,at Client's reasonable request no later than three 3 years <br />after the termination of this Agreement PFM shall deliver to the Client copies of any and all material <br />pertaining to this Agreement. <br />IX.PFM'S REPRESENTATIVES <br />1.Assignment of Named Individuals <br />The professional employees of PFM set forth below will provide the services set forth in this <br />Agreement;provided that PFM may,from time to time,supplement or otherwise amend the team <br />members set forth below. <br />3
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