2239 PBA 19/20-70 Bolton Partners Cons Gp - Piggyback Contract-? C)�) �
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GyreCITY OF
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FINANCE DEPARTMENT
The item(s) noted below is/are attached and forwarded to your office for the following action(s):
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Development Order
F-1
Mayor's signature
F-1
Final Plat (original mylars)
❑
Recording
Fj
Letter of Credit
❑
Rendering
❑
Maintenance Bond
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Safe keeping (Vault)
❑
Ordinance
E]
Deputy City Manager
❑
Performance Bond
❑
Payment Bond
F-1
Resolution
E]
City Manager Signature
El
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City Clerk Attest/Signature
F-1
City Attorney/Signature
Once completed, please:
F-1 Return originals to Purchasing- Department
F] Return copies
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Special Instructions:
U� r3ojaotzi4eAr
From
SliarePoint—Finaiice—Purchasing_yorms - 2018.doc
712 712020
Date
Bolton Partners Investment Consulting Group, Inc. Piggyback Contract (PBA
19/20-70) Relating To Investment Consultant Services For Supplemental
Retirement Plans
The City of Sanford ("City") enters this "Piggyback" Contract with Bolton Partners
Investment Consulting Group, Inc., a Maryland corporation (hereinafter referred to as the
"Vendor"), whose corporate address is 36 South Charles Street, Suite 1000, Baltimore,
Maryland 21201, under the terms and conditions hereinafter provided. The City and the
Vendor agree as follows:
(1). The Purchasing Policy for the City of Sanford allows for "piggybacking"
contracts. Pursuant to this procedure, the City is allowed to piggyback an existing
government contract, and there is no need to obtain formal or informal quotations,
proposals or bids. The parties agree that the Vendor has entered a contract Prince
William County, Maryland, Public Schools, said contract being identified as "Contract
#R -TC -004-16" (see:
hftp://www.pwcs.edu/departments/purchasing/Vendor—resources)
relating to goods and services provided to Prince William County, Maryland, Public
Schools for investment consultant services for supplemental retirement plans, as said
contract may have been amended, in order for the Vendor to provide an array of
services relating investment consultant services for supplemental retirement plans, and
related goods and services to the City as the City may deem desirable (said original
contract documents being referred to as the `original government contract").
(2). The original government contract documents are incorporated herein by
reference and is attached as Exhibit "A" to this Contract. All of the terms and
conditions set out in the original government contract are fully binding on the parties
and said terms and conditions are incorporated herein; provided, however, that the
1
City will negotiate and enter work orders/purchase orders with the Vendor in
accordance with City policies and procedures for particular goods and services. All
pricing shall be F.O.B., City Hall, City of Sanford with most favored nation pricing.
(3). Notwithstanding the requirement that the original government contract
is fully binding on the parties, the parties have agreed to modify certain technical
provisions of the original government contract as applied to this Contract between
the Vendor and the City, as follows:
(a). Time Period ("Term") of this Contract: (state N/A if this is not applicable).
N/A. Notwithstanding any provisions, however, this Contract shall not be operative
for a period of time exceeding 5 years.
(b). Insurance Requirements of this Contract: N/A.
(c). Any other provisions of the original government contract that will be
modified: (state N/A if this is not applicable). See,
(hftps://www.sanfordfl.gov/departments/finance/purchasing/contract-terms-and
conditions or www. Sanford FL.gov). The parties shall also be bound by the
purchasing policies and procedures of the City as well as the controlling provisions
of Florida law. Work orders shall be used, in accordance therewith, in the
implementation of this Contract to the extent deemed necessary by the City in its sole
and absolute discretion.
(d). Address change for the City: Notwithstanding the address and contact
information for the government entity as set out in the original government contract, the
Vendor agrees that he/she/it shall send notices, invoices and shall conduct all business
with the City to the attention of City Manager, at: City of Sanford, 300 North Park Avenue;
14
Sanford, Florida 32771. The City Manager's designated representative for this Contract
is:
Ms. Marisol Ordofiez
Purchasing Manager
Finance -Purchasing Division
City of Sanford
Post Office Box 1788
Sanford, Florida 32772
Phone: 407.688.5028
E-mail address: Marisol.Ordonez@Sanfordfl.gov
(e). Notwithstanding anything in the original government contract to the
contrary, the venue of any dispute will be in Seminole County, Florida. Litigation between
the parties arising out of this Contract shall be in Seminole County, Florida in the Court
of appropriate jurisdiction. The law of Florida shall control any dispute between the parties
arising out of or related to this Contract, the performance thereof or any products or
services delivered pursuant to such Contract.
(f). Notwithstanding any other provision in the original government contract to
the contrary, there shall be no arbitration with respect to any dispute between the parties
arising out of this Contract. Dispute resolution shall be through voluntary and non-binding
mediation, negotiation or litigation in the court of appropriate jurisdiction in Seminole
County, Florida, with the parties bearing the costs of their own legal fees with respect to
any dispute resolution, including litigation.
(g). All the goods and services to be provided or performed shall be in
conformance with commonly accepted industry and professional codes and standards,
standards of the City, and the laws of any Federal, State or local regulatory agency.
3
(1). IF THE CONTRACTORIVENDOR HAS QUESTIONS
REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA
STATUTES, TO THE CONTRACTOR'S (VENDOR'S) DUTY TO PROVIDE
CUSTODIAN OF PUBLIC RECORDS AT (407) 688-6012, TRACI
HOUCHIN, CMC, FCRM, CITY CLERK, CITY OF SANFORD, CITY HALL,
• I 111-il '111 ill, ;;��
•I L 19•R jw]lj•
(11). In order to comply with Section 119.0701, Florida Statutes, public
records laws, the Vendor must:
(A). Keep and maintain public records that ordinarily and necessarily would
be required by the City in order to perform the service.
(B). Provide the public with access to public records on the same terms and
conditions that the City would provide the records and at a cost that does not exceed
the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law.
(C). Ensure that public records that are exempt or confidential and exempt
from public records disclosure requirements are not disclosed except as authorized
by law.
(D). Meet all requirements for retaining public records and transfer, at no
cost, to the City all public records in possession of the Vendor upon termination of
E!
the contract and destroy any duplicate public records that are exempt or confidential
and exempt from public records disclosure requirements. All records stored
electronically must be provided to the City in a format that is compatible with the
information technology systems of the City.
(111). If the Vendor does not comply with a public records request, the City
shall enforce the contract provisions in accordance with this Agreement.
(IV). Failure by the Vendor to grant such public access and comply with public
records requests shall be grounds for immediate unilateral cancellation of this
Agreement by the City. The Vendor shall promptly provide the City with a copy of any
request to inspect or copy public records in possession of the Vendor and shall
promptly provide the City with a copy of the Vendor's response to each such request.
(i). All other provisions in the original government contract are fully binding on
the parties and will represent the agreement between the City and the Vendor.
SIGNATURE PAGE FOLLOWS:
E
Entered the date last set forth below or, in the event that the Vendor fails to date,
I=
Me
, 'W�' 141
Exhibit "A"
[Attach original government contract]
�IKE,
PRINCE WILLIAM
Finance Department
Proan erneatit Services
COUNTY CONTRACT NAME: Investment Advisor Services
MODIFICATION DATE: June 17, 2020
COUNTY CONTRACT NUMBER: 5049170
MODIFICATION NUMBER: 1
The Contract is modified as follows, in accordance with Section 1.2:
1. The Contract is extended for a period of one (1) year beginning August 6, 2020 and ending
August 5, 2021. There is three (3) renewal option remaining.
Except as noted herein, all other provisions and pricing remain unchanged.
PRINCE WILLIAM COUNTY REQUESTING DEPARTMENT:
CONTRACTOR'S BUSINESS NAME AND ADDRESS:
Dept. Of Finance - Human Resources
Bolton Partners Investment Consulting Grp
3 S. Charles Street, Suite 1000
Baltimore, MD 21201
RKETINC @B01-TONUSAXOM
MrM;VI617S ALbT R1AERySIGNATURE AND DATE:C�
iTPR'S AUN DRI0ECbaSIGNATURE AND DATE:
Michelle L. Attreed
Attreed Date: 2020.06.17
Michael P. Beczkowski
Beczkowski Date: 2020.06.22
18:40:12 -04'00'
09:57:19 -04'00'
Department's Authorized Signature
Michelle Attreed, Director of Finance
PROCUREMENT SERVICES' SIGNATURE AND DATE:
CONTRACTOR'S NAME AND TITLE: (print)
LPO Adam Manne, Head of Procurement Services
4360 Ridgewood Center Drive, Woodbridge, VA 22192 « 703-792-6770 1 www.Fwcgov.org/bid
-!IqPrince Wiffiam C
�xx ADNgr�-Class 1,'thim/tioo
CONTRACT RENEWAL
May 30, 2019
Bolton Partners Investment Consulting Group, Inc.
Mr. Michael P.Bunzkownki
1O0Light Street, FL9
Baltimore, M[}212O2
Re: Contract Renewal
Contract #R -TC -004-16 ' Investment Consultant for Supplemental RetrenlentP|an(s)
Dear Mr. Beuzkovvaki:
This katoadvise you that Prince William County Public Schools desires torenew the referenced contract for an
additional year inaccordance with the "Period ofContract" clause inthe Contract. VVewill beexercising the
second year of a four-year renewal period. The current contract will expire on June 30, 2019.
Please advise nneifyou desire torenew the contract and prices inaccordance with the terms ofthe contract bv
signing and returning this Contract Renewal form no later than June 10, 2019. In addition to this renewal,
you must also provide anupdated copy ofyour Certificate of Insurance with Prince William County School
Board listed amanadditional insured.
If you have any questions on this matter, please contact me by phone at (703) 791-8736 or via email at
Sincerely,
]Y
Brian Burtner,CPPB, VCO
Buyer
=============================================================================
Acceptance Agreement
It is mutually agreed that the above-mentioned contract is renewed for the period of July 1, 2019 to June 30,
2O2Dand all terms and conditions /nthe original ao|ioitatonandcontnaotnhaUnnmeintheaame.
Renew Contract: Yes: No:—
Priceeand/or Discounts hoRemain the Same: Yes' No:
separate
Vendor &� / Purchasing:
Legally Authorized Signature
If no, explain under
Legally Authorized Signature
Anthony Crosby, CPPQ
Print Name & Title Supervisor of Purchasing
Date: Dote'
PURCHASING OFFICE
PO. BOX 389, MANASSAS, VA 20108 oWWW.PWCS.EDUa 703.791.8743, FAX 703.79t8610