My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
Resolution 2023-226
>
Meetings
>
2023
>
12. December
>
2023-12-19 10:00 AM - Commissioners' Agenda
>
Resolution 2023-226
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
2/7/2025 10:24:38 AM
Creation date
2/7/2025 10:24:30 AM
Metadata
Fields
Template:
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
Fully Executed Version
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
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
16
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
View images
View plain text
KITTITAS COUNTY <br />PROFESSIONAL SERVICES AGREEMENT <br />AMENDMENT NO.4 <br />The Professional Services Agreement entered into September 15, 2016 by and between the <br />Kittitas County (the "County") and PFM Financial Advisors LLC ('PFM') is amended as follows: <br />1. TERMS AND TERMINATION <br />A. Extend the Term in Section lV of the Agreement through December 31,2025 unless <br />sooner terminated according to the provisions therein. <br />2. EXHIBIT B COMPENSATION FOR SERVICES <br />A. ltem 1 Fixed Rate Transaction Fees (Competitive and Negotiated) is adjusted to <br />the following: <br />For financing up to $25 million: $35,000 <br />For financing over $25 million: $35,000 plus $0.7s per $1,000 over $25 million <br />For financing over $75 million: $75,000 plus $0.45 per $1,000 over $75 million <br />For services related to a direct bank placement of debt, our fee would be 70% of <br />this schedule. For unusually complex financings, we may negotiate an increased <br />fee. Additionally, for any transaction not completed, PFM would be compensated <br />on an hourly basis, which will in no case exceed the transactional fee that would <br />have otherwise applied. <br />B. ltem 3 General Services Retainer is updated to include the following: <br />ln a calendar quarter in which a bond transaction closes, the quarterly retainer <br />installment will not be billed. As an example for the sake of clarity, if PFM is the <br />financial advisor for a long-term financing which closes in the month of March, PFM <br />will not bill the County for the quarterly retainer installment for the period January <br />through March of that year. <br />ALL OTHER TERMS AND CONDITIONS OF THE ORIGINAL CONTRACT REMAIN IN FULL <br />FORCE AND EFFECT. <br />lN WITNESS WHEREOF, the parties hereby execute this Amendment, <br />PFM LLC:KITTITAS GOUNTY: <br />t2127123 ?h-_ <br />Thomas Toepfer <br />Name <br />Managing Director Treasurer <br />Title Tiile
The URL can be used to link to this page
Your browser does not support the video tag.