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Resolution 2023-226
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12. December
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2023-12-19 10:00 AM - Commissioners' Agenda
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Resolution 2023-226
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Last modified
2/7/2025 10:24:38 AM
Creation date
2/7/2025 10:24:30 AM
Metadata
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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
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VI. INFORMATION TO BE FURNISHED TO PFM <br />All information, data, reports, and records ('Data") in the possession of dre Client or any <br />third parry necessary for carrying out any services ro be perfonned under this Agteement shall be <br />fumishecl to PFM and dre Client shall, and shall cause its agent(s) to, cooperate rvrth PFM in its <br />conduct of reasonable due diligence in performing the sen'ices, including rvith respect to dre facts <br />drat are necessary in its recommendation(s) to dre Client in connection with a rnunicipal securities <br />transaction or municipal financial product andf ot relevant to a Clent's determination whether to <br />proceed with a course of action. To the extent C[ent requests drat PFI{ provide advice with regard <br />to anv recommendarion made by a third parry, Client will provide to PFIT,I 'written dirscrion to do so <br />as rveli as any Data it has received from such tlrird party relating to its recommendarion. Clienr <br />acknorvledges and agrees drat rvhile PFlr{.is relying on the Data in connection rvith its provision of <br />the services under this Agreement, PFIvI makes no representation rvidr respect to and shnll not be <br />responsible for the accuracy or completeness of such Data. <br />YII. NOTICES <br />All notices given under this Agteement shall be in rwiting, sent by registered United States <br />rnail, with rerum teceipt requested, ad&essed to the party for rvhom it is intended, at dre designated <br />below. The parties designate the following as the respective places for giving notice, to-wit: <br />KITTITAS COUNTY <br />205 West 5s Avenue, Suite 102 <br />Ellensburg, K/A 989?6 <br />A ttentjon; Brett Wachsmitlr, Counrl' Treasurer <br />PFM FINANCIAL ADVISORS LLC <br />1200 Fifth Avenue, Suite 1220 <br />Seatde, !(/A 98101 <br />Attention: Susan lv{usselman, DLector <br />VIII. TITLE TRANSFER <br />All materiais, excepr ftrnctioning or dynamic financial models, ptepared by PFM pursuanr <br />exclusively to this Agrcement shall be the property of the Client. Subject to dre exception described <br />above, upon lermination of this Agreement, at Client's reasonable request no later than three 3 years <br />after dre terminadon of this Agreement PFIvI shall deliver to tJre Client copies of any and all material <br />permining to this Agreemenr. <br />IX. PFM'S REPRESENTATIVES <br />1. Assignrnent of Named Individuals <br />The professional employees of PFM set forth belorv rvill provide the serrrices set forth in this <br />Agreement; provided that PFM may, from rime to time, supplement or othenvise amend dre team <br />members set forth belorv. <br />3
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