HomeMy WebLinkAboutbocc.con.057.2002 CHECK LIST FOR CONTRACTS SUBMITTED TO CLERK AND RECORDER FOR
SCANNING/ARCHIVING
Originating Department/Division: _Health& Human Services_
Contact Person: Connie Overton
Phone #: 920-5766
Check Contract Type:
_X Services
Maintenance CONTRACT#0,57-2-0 2-
License/Use
Lease
Construction
Purchase
Employment
Intergovernmental Agreement (Requires BOCC Action)
Non-Profit
Quasi-Public
Grant Agreements (Requires BOCC Action)
Other
Signatures Required:
Under 25K—Department Head
25-50K—Department Head (if appropriate), Section Leader
Over 50 K—Department Head (if appropriate), Section Leader, County Manager
Contractor/Business (Complete Name): _Jerome R. Evans, PhD
Contract Start Date: 01/01/02 Contract End Date: 12/31/02
Automatic Renewal (Y/N): N
All Contracts should be proofed for the following:
• No Pages Missing
• If a Page is Left Intentionally Blank—Note on Page
• Page numbered consecutively
• All Signatures Affixed
• All Dates Filled In
• All Other Blanks Filled In
• All Exhibits Attached
• All Legal Descriptions Attached (if appropriate)
• Notice of Award/Proceed Attached (if appropriate)
Sent to Clerk and Recorder for-Scanning/Archiving
Date: 05/09/02
Authorized Sta Person
Signature of authorized staff person indicate that document has been proofed and ready for scanning.
Note: Clerk's Office will keep original documents in compliance with Colorado State Archives retainage
schedule.
rev. 2/26/02
CONTRACT-A 0,5'7 2 p z
MEMORANDUM
TO: File
FROM: Connie Overton
RE: Under$50,000 project selection form
Health&Human Services Consultant for Results Based Evaluation Plan Program
DATE: April 1, 2002
Description of Project: provide training and consultation to Pitkin County Health& Human Services and
funded agencies to be successful in producing a Results Based Management Evaluation Plan
Budget: $7,000.00
On approved project list: (yes or no)Yes
Contractors Contacted: (who and how)N/A Sole Source— see attached
Proposals Received: (amounts, timelines, and references)N/A Sole Source— see attached
Firms chosen: (who and why)N/A Sole Source—see attached
vw�3
Department Head
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AGREEMENT FOR PROVISION OF PROFESSIONAL SERVICES
THIS AGREEMENT FOR PROVISION OF PROFESSIONAL SERVICES (the "Agreement")
is made and entered by and between Pitkin County, Board of County Commissioners ("Pitkin County")
and Jerome R. Evans, PhD, 309 Deer Run, Carbondale, Colorado 81623
1. Purpose. The purpose of this Agreement is to provide training and consultation to Pitkin
County Health & Human Services and funded agencies to be successful in producing a Results Based
Management Evaluation Plan.
2. Term. The term of this Agreement is from January 1, 2002 to December 31, 2002. At the
expiration of the initial term, the Agreement may be extended for an additional term of three months by
the express written consent of both parties.
3. Contractor's Obligations. Contractor shall:
a. Provide two hours of consultation per quarter to Pitkin County Health & Human
Services and granted agencies that request evaluation assistance.
b. Present Pitkin County Health & Human Services an itemized invoice at least
quarterly for consultation time at $50.00 an hour.
C. Provide updates to Community Relations Director and Contract Manager of the
progress of the agencies.
4. Compensation and Expenses, Invoicing and Payment. The County shall pay the Contractor for
performance of services hereunder. Payment of invoices submitted by Contractor hereunder is contingent
upon completion of each task to the satisfaction of the County. Invoices shall itemize specific work done to
complete the task, and include receipts for all reimbursable items. Within thirty (30) days of receipt of an
invoice and approval thereof as required hereunder, payment shall be made by the County. Reimbursable
expenses are provision of consultation time per quarter to Pitkin County Health & Human Services and
granted agencies that request evaluation assistance may be billed on a monthly basis and will be paid within
thirty (30) days of receipt of the invoice with a top-set of$2,500.00. In no event shall the total charges for
services and reimbursements exceed $7,000.00 annually. In the event the Contractor incurs time and expenses
above said amount, no compensation for said additional time and expenses shall be required to be paid by the
County without written authorization by the County.
5. County's Exclusive Ownership of Work Product. All work produced pursuant to this
Agreement becomes the property of Pitkin County.
6. Pitkin County's Obligations. Pitkin County shall administer this Agreement through a
County Representative. Connie Overton will manage the project as the County's Representative. In the event
that Connie Overton is not available, Nan Sundeen shall assume the County Representative's duties. The
services provided and products delivered by the Contractor under this Agreement will be subject to review by
the County's Representatives, or a designee, for compliance herewith.
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The review comments of the County's Representative may be reported in writing as needed to the
Contractor. To prevent an unreasonable delay in the Contractor's work, the County's Representative
will endeavor to examine all deliverable products and other documents and will accept same and
authorize payment or will specify necessary changes within ten(10)working days of receipt of such
documents.
7. Cancellation. In addition to the right of termination referenced in Exhibit B hereto, Pitkin
County reserves the right to cancel this Agreement for unsatisfactory performance of Contractor's
obligations as determined by Pitkin County in its sole discretion, upon written notice to Contractor as
provided in Paragraph 11 herein.
8. Required Clauses. Pitkin County's Required Clauses, including provisions for insurance
and indemnification, are attached hereto as Exhibit B and incorporated by this reference.
9. Independent Contractor Status.
a. The parties to this Agreement intend that the relationship between them
contemplated by the Agreement is that of Independent Contractor. Contractor, and any
agent, employee, or servant of contractor shall not be deemed to be an employee, agent,
or servant of Pitkin County.
b. Contractor is not required to offer his services exclusively to Pitkin County under
this Agreement. Contractor may choose to work for other individuals or entities during
the term of this Agreement, provided that the basic services and deliverable products
required under this Agreement are submitted in the manner and on the schedule defined
under this Agreement.
C. Contractor warrants that all work produced will conform to all applicable industry
standard of care, skill and diligence in the performance of Contractor's obligations under
this Agreement.
d. Contractor shall not attempt to oversee or supervise the work or actions of any
Pitkin County employee, servant or agent in the course of completing work under this
Agreement.
e. Contractor is not entitled to any Workers' Compensation benefits through Pitkin
County and is responsible for payment of any federal, state, FICA and other income taxes.
10. Assignablility. This Agreement is not assignable by either party.
11. Notice. Any written notice required by this Agreement shall be deemed delivered on the
happening of any of the following: (1) hand delivery to the person at the address below; (2) delivery by
facsimile with confirmation of receipt to the fax number below; or (3) within three (3) days of being sent
certified first class mail, postage prepaid, return receipt requested addressed as follows:
a. To Pitkin County
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Connie Overton, Contract Manager
Pitkin County Community Relations
0405 Castle Creek Road, Suite 7
Aspen, Colorado 81611
Fax: (970) 920-5558
with copies to:
Pitkin County Attorney's Office
530 E. Main Street, #302
Aspen, Colorado 81611
Fax: (970) 920-5198
b. To Contractor:
Jerome R. Evans, PhD
309 Deer Run
Carbondale, CO 81623
Fax: (970) 704-0590
12. Modification. This Agreement may only be modified by written agreement of both parties
hereto. Any modifications hereof are subject to the requirements of the Pitkin County Procurement
Code and the Required Clauses attached hereto as Exhibit B_
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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of
the latest date written below.
CONTRACTOR:
By: `o4gq
te R. Evans, PhD Date
PITKIN COUNTY:
7(o Z.
Nancy N Sundeen Date
Director of Health and Human Services
APPROVED AS TO FORM:
J
John El ate
Attorney
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REQUIRED CLAUSES
For purposes of these Required Clauses,"Contractor"means Jerome R. Evans, PhD.
Contractor shall be subject to the following provisions:
1. COMPLIANCE WITH PROCUREMENT CODE AND APPLICABLE STATE CONTRACTING
LAW
A. The Contractor acknowledges that this Agreement is entered into subject to the requirements
of the "Pitkin County Procurement Code," (Section 8.5 of the Pitkin County Home Rule Charter,
Ordinance # 00-18, approved April 26, 2000). As such,the Contractor agrees to comply with all
requirements of said Procurement Code, and such requirements are incorporated herein by this
reference.
B. The Contractor shall immediately notify the County Manager in writing of any violation of said
Code or statutes by the County's employees or agents, which violation(s) is known or should have
been known by him, and failure to so notify the County of any violation(s) within five (5) days of
knowledge of such violations shall be considered a breach of this Agreement. Further, such failure to
notify the County of violation of the Procurement Code or statutes within five(5) days of knowledge
shall be deemed as a waiver of any action or defense that the Contractor may have against the County
by reason of such violation of the Procurement Code or statutes.
2. WARRANTIES AGAINST CONTINGENT FEES, GRATUITIES, KICKBACKS AND
CONFLICT OF INTEREST
A. Covenant Against Contingent Fees. The Contractor warrants that no person or selling agency
has been employed or retained to solicit or secure this Agreement upon an agreement or
understanding for a commission, percentage, brokerage, or contingent fee, excepting bona fide
employees or bona fide established commercial or selling agencies maintained by the Contractor for
the purpose of securing business.
B. Gratuities Prohibited. The Contractor agrees not to give any employee or former employee of
Pitkin County a gratuity or any offer of employment in connection with any decision, approval,
disapproval, recommendation, preparation of any part of a program requirement or a purchase
request, influencing the content of any specification or procurement standard, rendering of advice,
investigation, auditing, or in any other advisory capacity in any proceeding or application, request for
ruling, determination, claim or controversy, or other particular matter, pertaining to this Agreement,
or to any solicitation or proposal therefor.
C. Gratuity means a payment, loan, subscription, advance deposit of money, services, or anything
of more than nominal value, present or promised, unless consideration of substantially equal or
greater value is received.
D. Kickbacks Prohibited. It shall be a breach of Agreement for any payment, gratuity, or offer of
employment to be made by or on behalf of a subcontractor under a contract to the prime contractor
or higher tier subcontractor or any person associated therewith, as an inducement for the award of a
subcontract or order. The Contractor is prohibited from inducing, by any means, any person
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employed under this Agreement to give up any part of the compensation to which he/she is otherwise
entitled. The Contractor shall comply with all applicable local, state and federal "anti-kickback"
statutes or regulations.
E. Conflict of Interest Prohibited. No official, officer, employee or representative of the County
during the term of this Agreement or one(1)year thereafter shall have any interest, direct or indirect,
in this Contract or the proceeds thereof. (Additional restrictions on present and former employees of
County are found in Article 7 of the Procurement Code).
F. Sub-Contract Clause. The prohibitions against contingent fees, gratuities, kickbacks and
conflict of interest prescribed in this Agreement shall be made a condition of and conspicuously set
forth in every sub-contract and solicitation therefor.
G. Conspicuously means written in such special or distinctive format, print, or manner that a
reasonable person against whom it is to operate ought to have noticed it.
H. Remedies. In addition to other remedies it may have for breach of the prohibitions against
contingent fees, gratuities, kickbacks and conflict of interest, the County shall have the right to:
(1) Terminate this Agreement without liability by the County;
(2) Debar or suspend the offending parties from being a contractor or sub-contractor under
County contracts;
(3) Deduct from the contract price or consideration, or otherwise recover, the value of anything
transferred or received by the Contractor; and
(4) Recover such value from the other offending parties.
3. EQUAL EMPLOYMENT OPPORTUNITY AND DISADVANTAGED/MINORITY/WOMEN
BUSINESS ENTERPRISES(DBE/MBE/WBE)
A. Pursuant to local, state and/or federal anti-discrimination and affirmative action programs,
contractor shall meet all applicable requirements with respect to employment and subcontracting in
connection with Disadvantages/Minority/Women individuals and enterprises(DME/MBE/WBE).
B. In connection with the execution and administration of this Agreement, and any subcontracts,
the Contractor shall not discriminate against any employee or applicant for employment because of
race, religion, color, sex, national origin, age, handicap or status as a veteran.
C. In connection with the performance of this Agreement, the Contractor will cooperate with the
County in meeting the County's commitments and goals with regard to the maximum utilization of
disadvantaged, minority and women business enterprises and will use its best efforts to ensure that
such business enterprises shall have the maximum practicable opportunity to compete for
employment and/or subcontract work, if any,under this Agreement.
D. The Contractor will furnish all necessary information and reports and will permit access to its
books, records, and accounts by Pitkin County for purpose of investigation to ascertain compliance
with the nondiscrimination/affirmative action provisions of any resultant contract.
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E. Employment Data and Affirmative Action Plan. If requested, the Contractor agrees to submit
on an Employment Data Form to be provided by the County, the data showing the utilization of
disadvantaged persons, minorities and women by job category within its organization. Where the
Contractor has fifty(50) or more employees or it is participating in contracts with the County, which
exceed Fifty-Thousand ($50,000.00) Dollars, an Affirmative Action Plan must be submitted to the
County when requested by the County Attorney's Office within ten(10)days after selection.
F. Noncompliance. In the event of the Contractor's noncompliance with the nondiscrimination/
affirmative action provisions of any resultant contract, Pitkin County shall impose such contract
sanctions as it may determine to be appropriate, including,but not limited to:
(1) Withholding of payments under the Agreement until the Contractor complies, and/or
(2) Cancellation, termination, or suspension of the Agreement, in whole or in part.
4. TERMINATION FOR DEFAULT OR FOR CONVENIENCE OF COUNTY
A. In addition to the right of cancellation referenced in Paragraph 7 of the Agreement, the
performance of work under the Agreement may be terminated by Pitkin County:
(1) Whenever the Contractor shall default in performance of this Agreement in accordance with its
terms, and fails to cure or show cause why such failure to perform should be excused within
ten(10) days (or longer as the County may allow or shorter, but not less than three (3) days,
for failure to provide proof of insurance or maintenance of any dangerous condition) after
hand-delivery, facsimile or mailing to the Contractor of a notice specifying the default as
provided in Paragraph 11 of the Agreement.
The Contractor shall not be in default by reasons of any failure in performance of this
Agreement in accordance with its terms if such failure arises out of causes beyond the control
and without the fault or negligence of the Contractor. Such causes may include, but are not
restricted to, acts of God, natural disasters, strikes, or freight embargoes, but in every case the
failure to perform must be beyond the control and without the fault or negligence of the
Contractor. Upon request of the Contractor, the County shall ascertain the facts and failure,
and, if the County shall determine that any failure to perform constituted a valid commercial
excuse, the performance shall be revised accordingly and notice of default withdrawn; or
(2) Whenever for any reason and in its sole discretion the County shall determine that such
termination is in its best interest and convenience.
B. Notice of Termination. In the event of termination, the County shall deliver to the Contractor a
written notice of termination, specifying the reasons therefore, and the effective date of such
termination. The effective date shall not be earlier than the date of hand-delivery, facsimile or the
date of mailing of the notice, as provided in Paragraph 11 of the Agreement.
C. Termination Procedure. After the effective date of the notice of cancellation, termination for
default or for the convenience of the County,unless otherwise directed by the County, the Contractor
shall:
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(1) Stop work under the Agreement on the date specified in the notice of termination.
(2) Place no fixrther orders for materials, services or facilities.
(3) Terminate all orders and subcontractors to the extent that they relate to the performance of
work terminated by the notice of termination.
(4) With the approval or ratification of the County, settle all outstanding liabilities and all claims
arising out of such termination on orders or subcontracts, the cost of which would be
compensable or reimbursable in whole or in part in accordance with this Agreement.
D. Termination Payment. After the effective date of a notice of termination for the convenience of
the County, the Contractor shall submit to the County his termination claim in the form of a final
invoice in accordance with the provisions in "Method of Payment," including costs incurred to the
date of termination, and costs incurred because of termination, which termination costs shall not
exceed 101/o of the total amount of proposal; provided, however, that in the event of default by the
Contractor, no extra costs incurred because of termination shall be paid to the Contractor and any
costs paid shall not be a waiver of any claim, counterclaim or set-off by the County against the
Contractor on account of any default. Such claim must be submitted promptly, but in no event later
than thirty(30)days from the effective date of termination,unless one or more extensions are granted
in writing by the County. Upon the Contractor's failure to submit a claim in the time allowed, the
County may review the information available to it and determine the amount due the Contractor, if
any, and pay the Contractor the amount as determined.
E. Termination Settlement. Subject to Paragraph 4.D., the Contractor and County may negotiate
the whole or any part of the amount or amounts to be paid, if any, upon cancellation, termination for
default or for the convenience of the County.
F. Remedies. The Contractor shall have the right of appeal from any determination made by the
County under " Termination for Default or for Convenience of County;" except that if the Contractor
has failed to submit his claim within the time provided in Paragraph 4.D., above, and has failed to
properly request extension, he shall have no such right of appeal. In any case where the County has
made a determination of the amount due under Paragraphs 4.D. or 4.E., above, the County shall pay
the Contractor: (1)the amount the County has determined if there is no right to appeal or if no timely
appeal has been taken, or (2) the amount finally determined on such appeal if an appeal has been
taken.
G. Method of Appeal. If the Contractor disagrees with the County's determination under
Paragraphs 4.D. or 4.E., he can appeal this decision in writing to the County. Such appeal must be
made within twenty (20) days of receipt in writing of the County's determination. The County shall
have twenty (20) days in which to respond in writing to the appeal. The County's response shall be
final and conclusive unless within thirty (30) days from the date of receipt of such response the
Contractor submits the dispute to a court of competent jurisdiction or submits a demand for
arbitration if required by the Contract Documents.
5. INTEGRATION AND MODIFICATION
I I-9 n
V
A. The Agreement constitutes the full and complete agreement of the parties and supersedes or
incorporates any prior written and oral agreements of the parties. In addition, the Contractor
understands that unless the contract is for goods or services of a value less than $50,000, no County
official or employee, other than the Board of County Commissioners acting as a body at a Board
meeting, has authority to enter into a contract or to modify the terms of the Agreement on behalf of
the County. Any such contract or modification to this Agreement must be in writing and be executed
by the parties hereto.
B. With respect to change orders under the Agreement, the County and the Contractor shall
process and approve/disapprove requests for change orders as otherwise provided in this Agreement,
subject to the requirements of the Procurement Code and the Finance Office.
6. INDEMNITY
A. The Contractor (including, by definition here and hereinafter, its officials, employees, agents
and representatives, subcontractors and suppliers), shall and hereby does release, discharge, indemnify
and hold harmless the County of Pitkin and its officials, employees, agents and representatives from
and against liability for any claim, demand, loss, damages, penalty, judgment, expenses, costs (in-
cluding costs of investigation and defense), fees (including reasonable attorney and expert witness
fees) or compensation in any form or kind whatsoever for any bodily injury, death, personal injury or
property damage arising out of or in connection with any negligent act, intentional act, error or
omission by the Contractor, and for any consequential liability alleged to accrue against the County
on account of the Contractor's acts, errors or omissions;provided, however, that such indemnity shall
not be construed as an indemnity for bodily injury or property damage arising from the sole negli-
gence of the County or its employees.
B. The Contractor fiirther shall investigate, process, respond to, adjust, provide defense for and
defend, pay or settle all claims, demands, or lawsuits related hereto at its sole expense and shall bear
all other costs and expenses related thereto, even if the claim, demand or lawsuit is groundless, false
or fi-audulent.
7. INSURANCE R2—Celefade, as will pf;at� itself-, the County an_� Awhim—s. as speeifieE� fiem elaims fim bodily 6� �
A, :n part the Con#aeter shall seewe and niak"n for- the term of its ee
,
„ „
, are required:
(With County named additional hisured)
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Qa'n a i.iu�
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PredttEts/Complete -Operate e�r :.PA Q _nnn n
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ufy
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(1)Defferiranee Bond
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(7)Loss„f Use r.,m,..,.,,,o
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OF OF INSURANCE SHOULD BE SENUF TO
C/O Connie Ovei4e
0405 Castle Creek Read Suite�
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-PROJECT T>; NAME
CT N D SHOULD D D1✓ 1T1LTiTH4 t1
v
Failure to file or- maint 'ifleates of lmmmffi-ee the County is agreed to be a
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the ipt fequested (effeetive upon pfepef ffwAkig), has been sent to the County Ohfeugh the County'
deelara iens page).
the Ceui#y of Pitkin for-payment of i ef:for-assessments under afty fefm of pok-y-
for the&mew#4 and at the sele expense of the CenbwtEw.
(4) Leeation of operations shall be.-Departnim(and pfeff4*update,as neeessaFy)a eeftified statement as te elaims pending again
Pfejeet is being dene.„
Representative at least fifieen (15) days pfior- to a pofie�s expir-afion date exeept for- any pehey
E. The County r-esepves the fight to request and py of any pehey md any peli-ey
endorsement.
8. EXEMPTIONS AND PREFERENCES
A. All purchases of construction or building or any other materials for this Agreement shall not
include Federal Excise Taxes or Colorado State or local sales or use taxes. Pitkin County is exempt
from such taxes under registration numbers 98-02624 and 84-78000-5K.
B. Pursuant to state statute and to the extent permitted by law, Colorado labor shall be employed
to perform the work to the extent of not less than eighty percent (80%) of each type or class of labor
employed on such project; except for highway construction, which is subject to C.R.S. 43-2-208,
which provides that all laborers shall be bona fide residents of Colorado with a preference to residents
of the County where the work is performed.
C. Preference is given, to the extent permitted by law, to: materials, supplies and provisions
produced, manufactured or grown in Colorado, quality being at least equal to materials, supplies and
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provisions from outside the state; and to local (Roaring Fork Valley) services and labor of quality at
least equal to non-local services and labor.
9. RECORDS
The Contractor shall maintain comprehensive,complete and accurate books, records, and documents
concerning its performance relating to this Agreement for a period of three (3) years after final
payment under the Agreement and the County shall have the right within the three(3)year period to
inspect and audit these books, records and documents, upon demand, in a reasonable manner and at
reasonable times, for the purpose of determining, by accepted accounting and auditing standards,
compliance with all provisions of the Agreement and applicable law.
10. THIRD PARTIES
This Agreement does not and shall not be deemed or construed to confer upon or grant to any third
party or parties, except to parties to whom Contractor or County may assign this Agreement in
accordance with the specific written permission, any rights to claim damages or to bring any suit,
action or other proceeding against either the County or Contractor because of any breach hereof or
because of any of the terms, covenants, agreements or conditions herein contained.
11. AGREEMENT MADE IN COLORADO
The parties agree that this Agreement was made in accordance with the laws of the State of Colorado
and shall be so construed. Venue is agreed to be exclusively in the courts of Pitkin County,
Colorado.
12. ATTORNEYS FEES
In the event that legal action is necessary to enforce any of the provisions of this Agreement, the
prevailing party shall be entitled to its costs and reasonable attorney's fees.
13. GOVERNMENTAL IMMUNITY
Contractor agrees and understands that Pitkin County is relying on and does not waive, by any
provision of this Agreement, the monetary limitations or terms (presently $150,000.00 per
person and $600,000 per occurrence) or any other rights, immunities, and protections provided
by the Colorado Governmental Immunity Act, 24-10-101, et. seq., C.R.S., as from time to time
amended, or otherwise available to Pitkin County or any of its officers, agents or employees.
Further, nothing in these Required Clause or the Agreement shall be construed or interpreted to
require or provide for indemnification of the Contractor by the County for any injury to any person or
any property damage whatsoever which is caused by the negligence or other misconduct of the
County or its agent or employees.
14. CURRENT YEAR OBLIGATIONS
The parties acknowledge and agree that any payments provided for hereunder or requirements for
future appropriations shall constitute only currently budgeted expenditures of Pitkin County.
Pitkin County's obligations under this Agreement are subject to Pitkin County's annual right to
II-13
budget and appropriate the sums necessary to provide the services set forth herein. No provisions
of the Agreement shall constitute a mandatory charge or requirement in any ensuing fiscal year
beyond the then current fiscal year of Pitkin County. No provision of the Agreement shall be
construed or interpreted as creating a multiple-fiscal year direct or indirect debt or other financial
obligation of Pitkin County within the meaning of any constitutional or statutory debt limitation.
This Agreement shall not directly or indirectly obligate Pitkin County to make any payments
beyond those appropriated for Pitkin County's then current fiscal year. No provisions of this
Agreement shall be construed to pledge or create a lien on any class or source of Pitkin County's
moneys, nor shall any provision of this agreement restrict the future issuance of Pitkin County's
bonds or any obligations payable from any class or source of Pitkin County's money.
II-14
-"-JAN. 24. 2002 10: 58AM PITKIN COUNTY ADMIN NO. 7295 P. 18
MEMORANDUM
TO,. Non Sundeen, Hilary Smith and John Ely
FROM: Connie Overton
RE; Health &Human Services Evoluation Plans Consultant-SOLE SOURCE
DATE: January 3,2002
SOLE SOURCE PROCUREMENT
A contract may be awarded for a property,service,or construction item without competition
when the department head or procurement officer,section head and the County Manager or its
designee determines in writing that there is only one acceptable source for the required property,
service,or construction.item.
Description of Project; Each on going funded health and human services agency is expected
to have o Results Used Management, (RBM)evaluation plan in place measuring service units,
quantity, outcomes and impact. In an effort to help the ogencies be successful in the ROM process
we have provided two hours per quarter per agency of consultation time with Dr. Jerry Evons PhD.
We have used Dr. Evans services for the last three years and are proud to report that several
agencies have been successful in achieving results from this process and continue to Measure
service units,quality,outcomes and impacts of services the agencies provide. We plan to continue
the two hours per quarter per agency consultation time with Dr Evans with the on going funded
agencies,
Budget $7,000 in Purchased Services
Reason for Sole Source: Non Sundeen and I have spent considerable time exploring other
evaluation models. We have decided to continue with Results Based Management because It
provides a balanced view of results to integrate with the community goals. ROM is not as complex
as other models since agencies only have to evaluate one program from their list of services instead
of all the services they provide. To change consultonts after three years would be inconsistent and
most likely discouraging to the agencies,
Contractor Contacted.' Dr Jerry Evans,PhD,704-0587.
Nancy N. Sundeen
Department Head & Section Head
Hilary Flet r Smith John Ely
County Manager County Attor
a'
MEMORANDUM
TO: Nan Sundeen, Hilary Smith and John Ely
FROM: Connie Overton
RE: Health do Human Services Evaluation Plans Consultant - SOLE SOURCE
DATE: January 3, 2002
SOLE SOURCE PROCUREMENT
A contract may be awarded for a property,service,or construction item without competition
when the department head or procurement officer,section head and the County Manager or its
designee determines in writing that there is only one acceptable source for the required property,
service, or construction item.
Description of Project: Each on going funded health and human services agency is expected
to have a Results Based Management, (RBM) evaluation plan in place measuring service units,
quantity, outcomes and impact. In an effort to help the agencies be successful in the RBM process
we have provided two hours per quarter per agency of consultation time with Dr. Jerry Evans PhD.
We have used Dr. Evans services for the last three years and are proud to report that several
agencies have been successful in achieving results from this process and continue to measure
service units, quality, outcomes and impacts of services the agencies provide. We plan to continue
the two hours per quarter per agency consultation time with Dr Evans with the on going funded
agencies.
Budget: $7,000 in Purchased Services
Reason for Sole Source: Nan Sundeen and I have spent considerable time exploring other
evaluation models. We have decided to continue with Results Based Management because it
provides a balanced view of results to integrate with the community goals. RBM is not as complex
as other models since agencies only have to evaluate one program from their list of services instead
of all the services they provide. To change consultants after three years would be inconsistent and
most likely discouraging to the agencies.
Contractor Contacted: Dr Jerry Evans, PhD, 704-0587.
C� V \
u � n �
Nancy N. Sundeen
Department Head & Section Head
Hilary Fletcher Smith John Ely
County Manager County Attorney