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PFM Financial Advisors LLC 8/10/2024 Amendment 2
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PFM Financial Advisors LLC 8/10/2024 Amendment 2
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Entry Properties
Last modified
8/22/2024 1:50:43 PM
Creation date
8/22/2024 1:50:35 PM
Metadata
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Template:
Contracts
Contractor's Name
PFM Financial Advisors LLC
Approval Date
8/10/2024
Council Approval Date
7/24/2024
End Date
8/15/2024
Department
Finance
Department Project Manager
Heide Brillantes
Subject / Project Title
Provide Financial Advisory Services
Amendment/Change Order
Amendment
Amendment/Change Order Number
2
Total Compensation
$0.00
Contract Type
Agreement
Contract Subtype
Professional Services (PSA)
Retention Period
6 Years Then Destroy
Imported from EPIC
No
Document Relationships
Arlington
(Amendment)
Path:
\Documents\City Clerk\Contracts\Agreement\Purchasing Cooperative Interlocal
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2 <br />In the event that a transaction is started, but cancelled at the City’s <br />request, accrued time would be billed at the hourly rates set forth below. <br />However, in no case would the amount billed exceed 60% of the amount <br />that would have been billed if the transaction had been completed. <br /> <br />For advisory services provided at the request of the City that are not <br />directly related to a transaction (i.e. special projects), the following hourly <br />rates will apply: <br /> <br />Experience Level Hourly Rate <br />Managing Director $350 <br />Director $325 <br />Senior Managing Consultant $300 <br />Senior Analyst $260 <br />Analyst $215 <br />Associate (Administrative) $195 <br /> <br />Changes to <br />Scope of Work Scope of Work is not changed by this Amendment I <br />Leaving selection <br />as “Click for <br />Dropdown Menu” <br />means no change <br />to Scope of Work. <br />Other <br />Amendments <br />City’s address for notices in Section 22.A of the Agreement shall be <br />changed to the following: <br /> <br />City of Everett <br />Attn: Heide Brillantes <br />Finance Director <br />2930 Wetmore Ave <br />Everett, WA 98201 <br /> <br />Service Provider’s address for notices in Section 22.B. of the <br />Agreement shall be changed to the following: <br /> <br />PFM Financial Advisors LLC <br />107 Spring Street <br />Seattle, WA 98104 <br />Attn: Managing Director <br />with copy to Thomas Toepfer at toepfert@pfm.com and Maggie <br />Marshall at marshallm@pfm.com <br /> <br /> <br />Standard <br />Amendment <br />Provisions <br />Regardless of the date(s) on which this Amendment is signed by the <br />parties, and regardless of any Agreement completion date(s) that may <br />have been in the Agreement prior to this Amendment, the parties <br />agree that the Agreement is deemed continuously in effect since the <br />Original Agreement Date. <br />This Amendment may be signed in counterparts, each of which shall be <br />deemed an original, and all of which, taken together, shall be deemed
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