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2405 RFP 20/21-54 Financial Consulting Svcs-ARPA Carlisle ThompsonTo: City Clerk RE: RFP 20/21-54 Financial Consulting Services-ARPA Carlisle Thompson The item(s) noted below is/are attached and forwarded to your office for the following action(s): ❑ Development Order ❑ Mayor's signature ❑ Final Plat (original mylars) ❑ Recording ❑ Letter of Credit ❑ Rendering ❑ Maintenance Bond ❑ Safe keeping (Vault) ❑ Ordinance ❑ Deputy City Manager ❑ Performance Bond ❑ Payment Bond ❑ Resolution ❑ City Manager Signature City Clerk Attest/Signature ❑ City Attorney/Signature Once completed, please: ❑ Return originals to Purchasing- Department ❑ Return copies El Special Instructions: Paul Smith Purchasing 06'ordinator 13 -Jan -22 From Date T:\Deptjorms\City Clerk Transmittal Memo - 2009.doe AGREEMENT BETWEEN CITY OF SANFORD AND CARLISLE THOMPSON, LLC; RFP 20/21-54; FINANCIAL CONSULTING SERVICES-ARPA (FEDERAL GRANT) THIS AGREEMENT (hereinafter the "Agreement") is made and entered by and between the City of Sanford, Florida, a Florida municipality, (hereinafter referred to as the "City"), whose mailing address is 300 North Park Avenue, Sanford, Florida 32771, and Carlisle Thompson, LLC, a Florida limited liability company, whose principal and mailing address is 405 West Sequoia Spur, Georgetown, Texas 78628, (hereinafter referred to as "Carlisle Thompson"). The City and Carlisle Thompson may be collectively referenced herein as the "parties". WITNESSETH: IN CONSIDERATION of the mutual covenants, promises, and representations contained herein and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as follows: Section 1. Recitals. The above statements are true and form a material part of this Agreement upon which the parties have relied. Section 2. Authority. Each party hereto represents to the other that it has undertaken all necessary actions to execute this Agreement, and that it has the legal authority to enter into this Agreement and to undertake all obligations imposed on it. The persons executing this Agreement for each party certify that they are authorized to bind the party fully to the terms of this Agreement. Section 3. Scope of Agreement; Direction of the Provision of Services. (a). This Agreement is for the provision of services set forth in the attachments hereto and Carlisle Thompson agrees to accomplish the timely provision of services specified in the attachments for the compensation set forth herein relating to financial consulting services -American Rescue Plan Act (ARPA) (Federal grant funding) as well as providing such other services during the life of this Agreement as may be agreed upon by the parties as set forth in City -issued purchase/work orders.. (b). It is recognized that Carlisle Thompson shall provide services as directed by the City. (c). The City's contact/project manager for all purposes under this Agreement shall be the following: Purchasing Manager Finance -Purchasing Division City of Sanford I I P a g e Post Office Box 1788 Sanford, Florida 32772-1788 Phone: 407-688- 5028 Email: Madsol.ordonez@sanfordfl.gov Section 4. Effective Date and Term of Agreement. This Agreement shall take effect on the date that this Agreement is fully executed by the parties hereto. This Agreement shall be in effect for a term of 1 year with the opportunity for additional 1 -year renewal periods when in the best interest of the City in its sole discretion. However, the total length of this Agreement, including all renewals, shall not exceed 5 years. No goods, services or actions have been provided prior to the execution of this Agreement that would entitle Carlisle Thompson for any compensation therefor. Section 5. Compensation. The parties agree to compensation in amounts set forth in the attachments hereto and, subsequently, as may be agreed upon by the parties as set forth in issued purchase/work orders. Compensation shall be calculated at the rates set forth in the Carlisle Thompson procurement submittal. Section 6. Standard Contractual Terms and Conditions. All "Standard Contractual Terms and Conditions", as provided on the City's website, apply to this Agreement. Such Terms and Conditions may be found at the City's website; which can be reached at: (hftps://sanfordfl.gov/government/finance/purchasing-division/ 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. Purchase/work orders shall be used, in accordance therewith, in the implementation of this Agreement to the extent deemed necessary by the City in its sole and absolute discretion. Section 7. Carlisle Thompson's Mandatory Compliance with Chapter 119, Florida Statutes, and Public Records Requests. (a). In order to comply with Section 119.0701, Florida Statutes, public records laws, Carlisle Thompson must: (1). Keep and maintain public records that ordinarily and necessarily would be required by the City in order to provide services. (2). 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. (3). Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. 2 1 P a g e (4). Meet all requirements for retaining public records and transfer, at no cost, to the City all public records in possession of Carlisle Thompson upon termination of 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. (b). If Carlisle Thompson does not comply with a public records request, the City shall enforce the contract provisions in accordance with this Agreement. (c). Failure by Carlisle Thompson to grant such public access and comply with public records requests shall be grounds for immediate unilateral cancellation of this Agreement by the City. Carlisle Thompson shall promptly provide the City with a copy of any request to inspect or copy public records in possession of Carlisle Thompson and shall promptly provide the City with a copy of Carlisle Thompson's response to each such request. (d). IF THE CONTRACTORIVENDOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S (VENDOR'S) DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (407) 688-5012, TRACI HOUCHIN, MMC, FORM, CITY CLERK, CITY OF SANFORD, CITY HALL, 300 NORTH PARK AVENUE, SANFORD, FLORIDA 32771, TRACI.HOUCHIN@SANFORDFL.GOV. Section 8. Time is of the Essence. Time is hereby declared of the essence as to the lawful performance of all duties and obligations set forth in this Agreement. Section 9. Entire Agreement/Modification. This Agreement, together with all "Standard Contractual Terms and Conditions", as provided on the City's website and the attachments hereto (the documents relative to the procurement activity of the City leading to the award of this Agreement) constitute the entire integrated agreement between the City and Carlisle Thompson and supersedes and controls over any and all prior agreements, understandings, representations, correspondence and statements whether written or oral in connection therewith and all the terms and provisions contained herein constitute the full and complete agreement between the parties hereto to the date hereof. This Agreement may only be amended, supplemented or modified by a formal written amendment of equal dignity herewith. In the event that Carlisle Thompson issues a purchase/work order, memorandum, letter, or any other instrument addressing the services to be performed pursuant to this Agreement, it is hereby specifically agreed and understood that any such purchase/work order, memorandum, letter, or other instrument shall have no effect on this Agreement unless agreed to by the City, specifically and in writing in a document of equal dignity herewith, and any and all terms, provisions, and conditions contained therein, whether printed or written or 3 1 Page referenced on a Web site or otherwise, shall in no way modify the covenants, terms, and provisions of this Agreement and shall have no force or effect thereon. Section 10. Severability. If any term, provision or condition contained in this Agreement shall, to any extent, be held invalid or unenforceable, the remainder of this Agreement, or the application of such term, provision or condition to persons or circumstances other than those in respect of which it is invalid or unenforceable, shall not be affected thereby, and each term, provision and condition of this Agreement shall be valid and enforceable to the fullest extent permitted by law when consistent with equity and the public interest. Section 11. Waiver. The failure of the City to insist in any instance upon the strict performance of any provision of this Agreement, or to exercise any right or privilege granted to the City hereunder shall not constitute or be construed as a waiver of any such provision or right and the same shall continue in force. Section 12. Captions. The section headings and captions of this Agreement are for convenience and reference only and in no way define, limit, describe the scope or intent of this Agreement or any part thereof, or in any way affect this Agreement or construe any provision of this Agreement. Section 13. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which, taken together, shall constitute one and the same document. Section 14. Binding Effect. This Agreement shall be binding upon and inure to the benefit of the successors in interest, transferees and assigns of the parties. Each party hereto represents to the other that it has undertaken all necessary actions to execute this Agreement, and that it has the legal authority to enter into this Agreement and to undertake all obligations imposed on it. The signatories hereof represent that they have the requisite and legal authority to execute this Agreement and bind the respective parties herein. Section 15. Remedies. The rights and remedies of the parties, provided for under this Agreement, are in addition to any other rights and remedies provided by law or otherwise necessary in the public interest. Section 16. Governing law, Venue and Interpretation. This Agreement is to be governed by the laws of the State of Florida. Venue for any legal proceeding related to this Agreement shall be in the Eighteenth Judicial Circuit Court in and for Seminole County, Florida. This Agreement is the result of bona fide arms length negotiations between the City and Carlisle Thompson, and all parties have contributed substantially and materially to the preparation of the Agreement. Accordingly, this Agreement shall not be construed or interpreted more strictly against any one party. than against any other party and all provisions shall be applied to fulfill the public interest. 4 1 P a g e IN WITNESS WHEREOF, the City and Carlisle Thompson have executed this instrument for the purpose herein expressed and Carlisle Thompson represents and affirrns that the signatories below have full and lawful authority to bind Carlisle Thompson in every respect. Entered the date last set forth below or, in the event that Carlisle Thompson fails to date, the date of execution by the City. �011 Y: V\--— Traci Houchin, MMC, FC; Art W oydnfif' " City Clerk r Mayor Dated; Approved as to form ands' legal sufficiency, iR 071b, rt, i A o Y ADDITIORAL SIGNATURE BLOCK FOLLOWS: 5 11'- �! Carlisle Thompson, LLC, a Florida limited liability company. By: Connie S. Manager Dated: 61