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HomeMy WebLinkAboutbocc.con.amended.165.2018 B 2017-11-13 btf elKIN Pitkin County COUNT Procurement Cover Sheet Please complete the Contract Cover Sheet when the contract/task order is complete and fully executed. Return all Contract Cover Sheets and Contracts/Change Orders/Amendments/Task Orders to Procurement Contract Information Contract Number 165.2018 B Project Name Pitkin County Investment Advisor Services Contractor Chandler Asset Management Budget Line Item Revenue $ - $ - Additional Budget Line $ _ Item(s) $ _ (Please fully allocate New Contract Total) $ — Procurement Method: Formal Type: Services/Maintenance Contract Start Date 11/1/2018 Contract End Date 10/31/2020 Contract Type Renewal Retainage No If this is a new contractor, please request they complete and submit to Finance a New Vendor Request Form. Contact Information: Department Finance County Representative Ann Driggers County Representative (970) 920-5225 Phone Provide a brief description of the contract: Renewal of asset management services for general County and Library funds Contract Value Summary: Original Contract Amount 7 Basis Points (Y1) Previous Change Order/Amendment Amount 25 Basis Points for Library Funds only This Change order/Amendment amount No Change,Renewal Only 7 BPS+25 BPS New Contract Total for Library Funds managed separately NOTE: Clerks Office will keep original documents in compliance with Colorado State Archives retainage Rev. 2018-10-10 btf Contract#: 165.2018 Budget Line Item#:Revenue 41)1iTKIN COUN TI @v),c-N. SERVICE CONTRACT RENEWAL November 8, 2019 Chandler Asset Management 1875 Lawrence Street, Suite 920 Denver, CO 80202 (800) 317-4747 RE: Pitkin County Investment Advisor Services Renewal of Contract# 165.2018 Pitkin County has elected to renew the Pitkin County Investment Advisor Services Services Contract with Chandler Asset Management, which is set to expire on October 31, 2019. Per the terms of the contract it states that, "At the expiration of the initial term, the contract may be extended for an additional term of five (5) additional one 1-year terms by the express written consent of both parties." If the renewal of this contract is agreeable to Chandler Asset Management, please sign this letter in the space provided below and return it, along with a current copy of your certificate of insurance, naming Pitkin County as additionally insured on the Certificate as required. Pitkin County hereby authorized the renewal of Contract# 165.2018 with Chandler Asset Management, for a period of One (1) year from contract expiration date; new expiration date is now October 31, 2020. All rates will remain the same for the extension ending October 31, 2020. Any changes in rates thereafter will be by an amendment. 1 Rev. 2018-10-10 btf Contract#: 165.2018 Budget Line Item#:Revenue In all other respects the Service Contract is in full force and effect and remains unchanged by this Renewal. CHANDLER ASSET MANAGEMENT IBC Lt, Praye. Nov-08-2019 Ni col e Dragoo Date COO/Chief Compliance Officer PITKIN COUNTY,COLORADO Qin,A, Vyl y( Nov-08-2019 Ann Driggers Date Finance Director 2 Docu�i , - SECURED Certificate Of Completion Envelope Id:C1334E608CF24C31BF38BE2510868E4D Status:Completed Subject:Chandler Asset Management I Pitkin County Contract Renewal 165.18 B for Review and Signature Source Envelope: Document Pages:3 Signatures:2 Envelope Originator: Certificate Pages:5 Initials:0 Pitkin County Procurement AutoNav: Enabled 530 East Main Street Envelopeld Stamping: Disabled Suite 203 Time Zone: (UTC-07:00)Mountain Time(US&Canada) Aspen,CO 81611 Procurement@PitkinCounty.com IP Address:65.38.144.66 Record Tracking Status:Original Holder:Pitkin County Procurement Location: DocuSign 11/8/2019 2:32:54 PM Procurement@PitkinCounty.com Signer Events Signature Timestamp Ann Driggers Sent: 11/8/2019 2:35:14 PM ann.driggers@pitkincounty.com Qlndn, VVIMt,V'S Viewed: 11/8/2019 2:38:01 PM Finance Director Signed: 11/8/2019 2:38:18 PM Security Level: Email,Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address:65.38.144.66 Electronic Record and Signature Disclosure: Accepted: 11/8/2019 2:38:01 PM ID:7c3bbe3f-8a70-4640-8e30-41 c052f4ff05 Company Name:Pitkin County,Colorado Nicole Dragoo Sent: 11/8/2019 2:38:21 PM ndragoo@chandlerasset.com Ma,t, tro oo Viewed: 11/8/2019 2:42:31 PM COO/Chief Compliance Officer Signed: 11/8/2019 2:43:39 PM Security Level: Email,Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address:70.167.163.25 Electronic Record and Signature Disclosure: Accepted: 11/8/2019 2:42:31 PM ID:73da15b5-2826-4368-89e3-465d1d8198e6 Company Name:Pitkin County,Colorado In Person Signer Events Signature Timestamp Editor Delivery Events Status Timestamp Agent Delivery Events Status Timestamp Intermediary Delivery Events Status Timestamp Certified Delivery Events Status Timestamp Carbon Copy Events Status Timestamp Carbon Copy Events Status Timestamp Pitkin County Procurement COPIED Sent: 11/8/2019 2:43:42 PM procurement@pitkincounty.com Resent: 11/8/2019 2:43:48 PM Procurement Viewed: 11/14/2019 1:29:57 PM Pitkin County Security Level: Email,Account Authentication (None) Electronic Record and Signature Disclosure: Accepted:6/21/2019 11:35:47 AM ID:f4b0c7d5-e378-4bad-8806-08d16f6ff44c Company Name:Pitkin County,Colorado Accounts Payable COPIED Sent: 11/8/2019 2:43:45 PM AP@pitkincounty.com Accounts Payable Pitkin County Security Level: Email,Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 11/8/2019 2:43:45 PM Certified Delivered Security Checked 11/8/2019 2:43:45 PM Signing Complete Security Checked 11/8/2019 2:43:45 PM Completed Security Checked 11/8/2019 2:43:45 PM Payment Events Status Timestamps Electronic Record and Signature Disclosure Electronic Record and Signature Disclosure created on:6/11/2019 12:14:06 PM Parties agreed to:Ann Driggers,Nicole Dragoo,Pitkin County Procurement ELECTRONIC RECORD AND SIGNATURE DISCLOSURE From time to time, Pitkin County(we, us or Pitkin County)may be required by law to provide to you certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically when we send you documents for electronic signature. Acknowledging your Access, Intent, and Consent to Receive and Sign Materials Electronically To confirm that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you,please verify that you were able to read this electronic disclosure and that you also were able to print on paper or electronically save this page for your future reference and access or that you were able to e-mail this disclosure and consent to an address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receive notices and disclosures exclusively in electronic format on the terms and conditions described above,please let us know by clicking the 'I agree' button below. By checking the 'I Agree' box, I confirm that: • I am establishing my intent to be bound to the transaction, and indicating that I am fully aware of the purpose for which the signature is being provided. • I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF ELECTRONIC RECORD AND SIGNATURE DISCLOSURES document; and • I can print on paper the disclosure or save or send the disclosure to a place where I can print it, for for future reference and access; and • Until or unless I notify Pitkin County as described above, I consent to receive from exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to me by Pitkin County during the course of my relationship with you. Signing Documents without a Pitkin County DocuSign Account: Pitkin County may not require all document signers to be authorized users of the Pitkin County DocuSign Account. Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to these terms and conditions, please confirm your agreement by clicking the 'I agree'button at the bottom of this document. When you don't have a DocuSign Account, you will be provided the opportunity to agree to the Legal Disclosure each time you open an "envelope" for signing, at this time, you can download and retain this disclosure. Pitkin County will forward completed documents that you've reviewed, processed or signed via email. Should you require copies of these signed documents (e.g., if they get deleted from your email account) you should request those documents from Pitkin County under the Colorado Open Records Act by contacting the Pitkin County custodian who sent you the document for signature. 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Consequences of changing your mind If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. To indicate to us that you are changing your mind, you must withdraw your consent using the DocuSign'Withdraw Consent' form on the signing page of your DocuSign account. This will indicate to us that you have withdrawn your consent to receive required notices and disclosures electronically from us and you will no longer be able to use your DocuSign user account to receive required notices and consents electronically from us or to sign electronically documents from us. All notices and disclosures will be sent to you electronically Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through your DocuSign user account all required notices, disclosures, authorizations, acknowledgments, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process,please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us. How to contact Pitkin County: You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows: To contact us by email send messages to: susan.sullivan@pitkincounty.com To advise Pitkin County of your new e-mail address To let us know of a change in your e-mail address where we should send notices and disclosures electronically to you, you must send an email message to us at susan.sullivan@pitkincounty.com and in the body of such request you must state: your previous e-mail address, your new e-mail address . In addition, you must notify DocuSign, Inc to arrange for your new email address to be reflected in your DocuSign account by following the process for changing e-mail in DocuSign. To request paper or electronic copies from Pitkin County To request delivery from us of paper or electronic copies of the notices and disclosures previously provided by us to you electronically, you should request those documents from Pitkin County under the Colorado Open Records Act by contacting the Pitkin County custodian who sent you the document for signature. . To withdraw your consent with Pitkin County To inform us that you no longer want to receive future notices and disclosures in electronic format you may: i. decline to sign a document from within your DocuSign account, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may; ii. send us an e-mail to susan.sullivan@pitkincounty.com and in the body of such request you must state your e-mail, full name, Postal Address, telephone number, and account number.