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HomeMy WebLinkAboutC25-141 Modern Codecraft, LLCAGREEMENT FOR PROFESSIONAL SERVICES
BETWEEN EAGLE COUNTY, COLORADO
AND
MODERN CODECRAFT, LLC
THIS AGREEMENT (“Agreement”) is effective as of _______________ by and between Modern
Codecraft, LLC a Colorado Limited Liability Company (hereinafter “Consultant” or “Contractor”) and
Eagle County, Colorado, a body corporate and politic (hereinafter “County”).
RECITALS
WHEREAS, County requires development services regarding the CBOE Project (the “Project”) and
WHEREAS, Consultant is authorized to do business in the State of Colorado and has the time, skill,
expertise, and experience necessary to provide the Services as defined below in paragraph 1 hereof; and
WHEREAS, this Agreement shall govern the relationship between Consultant and County in connection
with the Services.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and the following promises Consultant and
County agree as follows:
1. Services or Work. Consultant agrees to diligently provide all services, labor, personnel and
materials necessary to perform and complete the services described in the scope of work (“SOW”) set
forth in Exhibit A (“Services or Work”) which is attached hereto and incorporated herein by reference.
The Services shall be performed in accordance with the provisions and conditions of this Agreement.
a. Consultant agrees to furnish the Services in accordance with the schedule established in
Exhibit A, then Consultant agrees to furnish the Services in a timely and expeditious manner consistent
with the applicable standard of care. By signing below Consultant represents that it has the expertise and
personnel necessary to properly and timely perform the Services in accordance with Exhibit A.
b. In the event of any conflict or inconsistency between the terms and conditions set forth in
Exhibit A and the terms and conditions set forth in this Agreement, the terms and conditions set forth in
this Agreement shall prevail unless the SOW expressly provides otherwise with reference to the
conflicting provision of this Agreement.
c. County shall provide Consultant with such resources, information, software access,
decision-making and assistance as Consultant may reasonably request in connection with the performance
of the Services. County acknowledges and agrees that Consultant’s ability to successfully perform the
Services in a timely manner is contingent upon its receipt from County of such information, resources,
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Eagle County Prof Services
software access, decision-making and assistance. Consultant shall have no liability for deficiencies in the
Services resulting from the acts or omissions of County, its agents or employees.
2. County’s Representative. The IT Department’s designee shall be Consultant’s contact with
respect to this Agreement and performance of the Services.
3. Term of the Agreement. This Agreement shall commence upon the date first written above, and
subject to the provisions of paragraph 12 hereof, shall continue in full force and effect for one year after
the execution of this contract. Furthermore, this contract may be renewed for subsequent periods of up to
one year upon written agreement by both parties.
4. Extension or Modification. This Agreement may be extended for up to three additional one-year
terms upon written agreement of the parties. Any amendments or modifications shall be in writing signed
by both parties. No additional services or work performed by Consultant shall be the basis for additional
compensation unless and until Consultant has obtained written authorization and acknowledgement by
County for such additional services in the form of an amendment to this contract. Accordingly, no course
of conduct or dealings between the parties, nor verbal change orders, express or implied acceptance of
alterations or additions to the Services, and no claim that County has been unjustly enriched by any
additional services, whether or not there is in fact any such unjust enrichment, shall be the basis of any
increase in the compensation payable hereunder. In the event that written authorization and
acknowledgment by County for such additional services is not timely executed and issued in strict
accordance with this Agreement, (a) Consultant’s rights with respect to such additional services shall be
deemed waived and such failure shall result in non-payment for such additional services or work
performed and (b) Consultant shall not be obligated to provide any such additional services even if
requested by County.
5. Compensation. County shall compensate Consultant for the performance of the Services in a sum
computed and payable as set forth in Exhibit A. The performance of the Services set forth in Exhibit A
shall not exceed the amount specified in Exhibit A, except as provided in Section 4. Consultant shall not
be entitled to bill at overtime and/or double time rates for work done outside of normal business hours
unless specifically authorized in writing by County.
a. Payment will be made for Services performed in accordance with this Agreement
including Exhibit A to the reasonable satisfaction of County within thirty (30) days of receipt of a proper
and accurate invoice from Consultant. All invoices shall include detail regarding the hours spent, tasks
performed, who performed each task and such other detail as County may reasonably request.
b. County shall reimburse Consultant for those out-of-pocket expenses incurred by
Consultant that are identified on Exhibit A. Any other out-of-pocket expenses to be incurred by
Consultant and reimbursed by County shall be approved by County in writing. Out-of-pocket expenses
will be reimbursed without any additional mark-up thereon and are included in the not to exceed contract
amount set forth above. Out-of-pocket expenses shall not include any payment of salaries, bonuses or
other compensation to personnel of Consultant. Consultant shall not be reimbursed for expenses that are
not set forth on Exhibit A unless specifically approved in writing by County.
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c. If, at any time during the term or after termination or expiration of this Agreement, there
is a dispute or difference of any kind whatsoever that arises between County and Consultant in connection
with, relating to or arising out of this Agreement, including the interpretation, performance, non-
performance, payment or termination hereof, or if the County reasonably determines that any payment
made by County to Consultant was improper because the Services for which payment was made were not
performed as set forth in this Agreement (a “Dispute”) then, upon written notice by a party to the other
party of any such Dispute, the parties shall use good faith efforts to attempt to settle such Dispute in the
first instance by mutual discussions. If such Dispute cannot be settled within thirty (30) calendar days by
mutual discussions, the Dispute shall be settled by in accordance with Section 13. Upon termination or
expiration of this Agreement, pre-paid but unearned and unexpended funds advanced by County for
Services not provided, if any, shall forthwith be returned to County.
d. County will not withhold any taxes from monies paid to the Consultant hereunder and
Consultant agrees to be solely responsible for the accurate reporting and payment of any taxes related to
payments made pursuant to the terms of this Agreement.
e. Notwithstanding anything to the contrary contained in this Agreement, County shall have
no obligations under this Agreement after, nor shall any payments be made to Consultant in respect of any
period after December 31 of any year, without an appropriation therefor by County in accordance with a
budget adopted by the Board of County Commissioners in compliance with Article 25, title 30 of the
Colorado Revised Statutes, the Local Government Budget Law (C.R.S. 29-1-101 et. seq.) and the
TABOR Amendment (Colorado Constitution, Article X, Sec. 20).
6. Sub-consultants. Consultant acknowledges that County has entered into this Agreement in
reliance upon the particular reputation and expertise of Consultant. Consultant shall not enter into any
sub-consultant agreements for the performance of any of the Services or additional services without
County’s prior written consent, which may be withheld in County’s sole discretion. The County hereby
approves of the sub-consultants identified in the Scope of Work. County shall have the right in its
reasonable discretion to approve all personnel assigned to the subject Project during the performance of
this Agreement and no personnel to whom County has an objection, in its reasonable discretion, shall be
assigned to the Project. Consultant shall require each sub-consultant, as approved by County and to the
extent of the Services to be performed by the sub-consultant, to be bound to Consultant by the terms of an
agreement consistent with this Agreement, and to assume toward Consultant all the obligations and
responsibilities which Consultant, by this Agreement, assumes toward County. County shall have the
right (but not the obligation) to enforce the provisions of this Agreement against any sub-consultant hired
by Consultant and Consultant shall cooperate in such process. The Consultant shall be responsible for the
acts and omissions of its agents, employees and sub-consultants or sub-contractors.
7. Insurance. Consultant agrees to provide and maintain at Consultant’s sole cost and expense, the
following insurance coverage with limits of liability not less than those stated below:
a. Types of Insurance.
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i. Workers’ Compensation insurance as required by law.
ii. Auto coverage with limits of liability not less than $1,000,000 each accident
combined bodily injury and property damage liability insurance, including coverage for owned, hired, and
non-owned vehicles.
iii. Commercial General Liability coverage to include premises and operations,
personal/advertising injury, products/completed operations, broad form property damage with limits of
liability not less than $1,000,000 per occurrence and $2,000,000 aggregate limits.
iv. Professional liability insurance with prior acts coverage for all Services required
hereunder, in a form and with an insurer or insurers satisfactory to County, with limits of liability of not
less than $1,000,000 per claim and $2,000,000 in the aggregate. In the event the professional liability
insurance is on a claims-made basis, Consultant warrants that any retroactive date under the policy shall
precede the effective date of this Agreement. Continuous coverage will be maintained during any
applicable statute of limitations for the Services and Project.
b. Other Requirements.
i. The automobile and commercial general liability coverage shall be endorsed to
include Eagle County, its associated or affiliated entities, its successors and assigns, elected officials,
employees, agents and volunteers as additional insureds.
ii. Consultant’s certificates of insurance shall include sub-consultants as additional
insureds under its policies or Consultant shall furnish to County separate certificates and endorsements for
each sub-consultant. All coverage(s) for sub-consultants shall be subject to the same minimum
requirements identified above. Consultant and sub-consultants, if any, shall maintain the foregoing
coverage in effect until the Services are completed. In addition, all such policies shall be kept in force by
Consultant and its sub-consultants until the applicable statute of limitations for the Project and the
Services has expired.
iii. Insurance shall be placed with insurers duly licensed or authorized to do business
in the State of Colorado and with an “A.M. Best” rating of not less than A-VII.
iv. Consultant’s insurance coverage shall be primary and non-contributory with
respect to all other available sources. Consultant’s policy shall contain a waiver of subrogation against
Eagle County.
v. Consultant shall provide thirty (30) days’ notice of cancellation to County in the
event of cancellation of coverage.
vi. All insurers must be licensed or approved to do business within the State of
Colorado and all policies must be written on a per occurrence basis unless otherwise provided herein.
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vii. Consultant’s certificate of insurance evidencing all required coverage(s) is
attached hereto as Exhibit B. Upon request, Consultant shall provide a copy of the actual insurance
policy and/or required endorsements required under this Agreement within five (5) business days of a
written request from County.
viii. Consultant shall advise County in the event the general aggregate or other
aggregate limits are reduced below the required per occurrence limit. Consultant, at its own expense, will
reinstate the aggregate limits to comply with the minimum limits and, upon written request shall furnish
County a new certificate of insurance showing such coverage.
ix. If Consultant fails to secure and maintain the insurance required by this
Agreement and provide satisfactory evidence thereof to County with 5 business days after a written
request, County shall be entitled to immediately terminate this Agreement upon written notice.
x. The insurance provisions of this Agreement which expressly state they survive
termination of this Agreement until the applicable statute of limitations for the Project and the
Services has expired shall survive expiration or termination hereof for such period of time.
xi. The parties hereto understand and agree that the County is relying on, and does
not waive or intend to waive by any provision of this Agreement, the monetary limitations or rights,
immunities and protections provided by the Colorado Governmental Immunity Act, as from time to time
amended, or otherwise available to County, its affiliated entities, successors or assigns, its elected
officials, employees, agents and volunteers.
xii. Consultant is not entitled to workers’ compensation benefits except as
provided by the Consultant, nor to unemployment insurance benefits unless unemployment compensation
coverage is provided by Consultant or some other entity. The Consultant is obligated to pay all federal
and state income tax on any moneys paid pursuant to this Agreement.
8. Indemnification. The Consultant shall indemnify and hold harmless County, and any of its
officers, agents and employees (“Indemnitees”) against any losses, claims, damages or liabilities for
which County may become subject to insofar as any such losses, claims, damages or liabilities arise out
of, directly or indirectly, any claim, action or suit against an Indemnitee brought by a third party to the
extent based upon (a) injury to or death of persons or loss of or damage to tangible property caused by
Consultant or any of its sub-consultants hereunder, (b) an allegation that any Deliverable created by
Consultant infringes upon or misappropriates the intellectual property rights of the third party,
(c) Consultant’s material breach of this Agreement, or (d) any negligence or willful misconduct by
Consultant or any of its sub-consultants hereunder (each, a “Claim”) and Consultant shall reimburse
County for reasonable attorney fees and costs, legal and other expenses incurred by County in connection
with investigating or defending any such Claim. In the event of any such Claim for which an Indemnitee
is or may be entitled to indemnification hereunder, County shall notify Consultant promptly in writing of
such Claim for which it seeks indemnification. Consultant shall reimburse County for reasonable attorney
fees and costs, legal and other expenses incurred by County in connection with defending any such Claim.
The obligations under this Section shall not apply to any claims by third parties against the County (i) to
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the extent caused by County or that County is liable to such third party for such claims without regard to
the involvement of the Consultant or (ii) to the extent based on Deliverables created by Consultant in
accordance with County’s specifications or instructions. This paragraph shall survive expiration or
termination hereof.
9. Ownership of Documents and Code.
a. All Documents (defined below) prepared by Consultant for County in connection with
the Services shall become property of County. Consultant shall execute written assignments to County of
all rights (including common law, statutory, and other rights, including copyrights) to such Documents as
County shall from time to time request. For purposes of this paragraph, the term “Documents” shall mean
and include all reports, plans, studies, tape or other electronic recordings, drawings, sketches, estimates,
data sheets, maps and work sheets produced, or prepared by or for Consultant (including any employee or
subconsultant) for County in connection with the performance of the Services and any additional services
under this Agreement. Consultant will retain ownership of all software code that it develops and builds.
b. All Deliverables, excluding Documents and OSS (defined below) are sole and exclusive
property of Consultant (“Consultant Property”) and are Consultant’s confidential information. Consultant
will be deemed to have irrevocably granted to County a worldwide, perpetual, non-exclusive, non-
transferable, non-sublicensable and royalty-free license and right to use, reproduce, display and modify
such Deliverable for its routine business purposes. Notwithstanding the foregoing, Deliverables may
contain open-source software (OSS) the rights to which are subject to the license under which Consultant
accessed and used such OSS. Consultant will (a) identify in the SOW, upon request, all OSS to be
included in the Deliverables and (b) not include in the Deliverables any OSS subject to a license that
undermines or conflicts with County’s rights to use the Deliverables under this Section 9. All rights not
expressly granted by Consultant in this Agreement are reserved by Consultant. To the extent not
prohibited by applicable law, County shall hold all in strict confidence, not to disclose such Consultant
Property to third parties not authorized by Consultant to receive Consultant Property, and not to use such
Consultant Property for any purpose except as expressly permitted under this Agreement.
10. Notice. Any notice required by this Agreement shall be deemed properly delivered when (i)
personally delivered, or (ii) when mailed in the United States mail, first class postage prepaid, or (iii)
when delivered by FedEx or other comparable courier service, charges prepaid, to the parties at their
respective addresses listed below, or (iv) when sent via facsimile so long as the sending party can provide
facsimile machine or other confirmation showing the date, time and receiving facsimile number for the
transmission, or (v) when transmitted via e-mail with confirmation of receipt. Either party may change its
address for purposes of this paragraph by giving five (5) days prior written notice of such change to the
other party.
COUNTY:
Eagle County IT Department
Attn: Scott Lingle
500 Broadway
Post Office Box 850
Eagle, CO 81631
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Telephone: 970-328-3581
Facsimile: 970-328-3539
E-Mail: scott.lingle@eaglecounty.us
With a copy to:
Eagle County Attorney
500 Broadway
Post Office Box 850
Eagle, Co 81631
Telephone: 970-328-8685
Facsimile: 970-328-8699
E-Mail: atty@eaglecounty.us
CONSULTANT:
Modern Codecraft
Attn: Josh Morris
11705 Pleasant Hill
Longmont, CO 80504
Telephone: 720-984-4545
E-Mail: josh.morris@moderncodecraft.com
11. Coordination. Consultant acknowledges that the development and processing of the Services for
the Project may require close coordination between various consultants and contractors. Consultant shall
coordinate the Services required hereunder with the other consultants and contractors that are identified
by County to Consultant from time to time, and Consultant shall immediately notify such other
consultants or contractors, in writing, of any changes or revisions to Consultant’s work product that might
affect the work of others providing services for the Project and concurrently provide County with a copy
of such notification. Consultant shall not knowingly cause other consultants or contractors extra work
without obtaining prior written approval from County. If such prior approval is not obtained, Consultant
shall be subject to any offset for the costs of such extra work.
12. Termination. Either party may terminate this Agreement in whole or in part at any time and for
any reason, without cause, and without penalty therefore by providing thirty (30) calendar days’ prior
written notice to the other party. Upon termination of this Agreement for any reason, Consultant shall
promptly provide County with all Documents as defined in paragraph 9 hereof, in such format as County
shall direct and shall return all County owned materials and documents and County shall pay Consultant
for all Services performed in accordance with the SOW to the reasonable satisfaction of County to the
date of termination. If County terminates this Agreement or a SOW without cause pursuant to this Section
and the uncompleted SOW includes milestone pricing, County shall pay Consultant a pro-rated amount of
the fees for the Services performed for the applicable milestone in progress in accordance with the SOW
to the date of termination.
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13. Venue, Jurisdiction and Applicable Law. Any and all claims, disputes or controversies related to
this Agreement, or breach thereof, shall be litigated in the District Court for Eagle County, Colorado,
which shall be the sole and exclusive forum for such litigation. This Agreement shall be construed and
interpreted under and shall be governed by the laws of the State of Colorado. In the event of any Dispute,
the designated representatives of Consultant and County shall promptly confer and exert their good faith
efforts to reach a reasonable and equitable resolution of such Dispute. If such representatives are unable
to resolve such Dispute within 5 business days, the Dispute shall be referred promptly to the responsible
senior management of each party for resolution. Neither party shall seek any other means of resolving any
Dispute until both parties’ responsible senior management have had at least 5 business days to resolve the
Dispute. If the parties are unable to resolve the Dispute in accordance with the foregoing procedure, then
either party may, at any time, may seek its remedies in accordance with this Section 13.
14. Execution by Counterparts; Electronic Signatures. This Agreement may be executed in two or
more counterparts, each of which shall be deemed an original, but all of which shall constitute one and the
same instrument. The parties approve the use of electronic signatures for execution of this Agreement.
Only the following two forms of electronic signatures shall be permitted to bind the parties to this
Agreement: (i) electronic or facsimile delivery of a fully executed copy of the signature page; (ii) the
image of the signature of an authorized signer inserted onto PDF format documents. All documents must
be properly notarized, if applicable. All use of electronic signatures shall be governed by the Uniform
Electronic Transactions Act, C.R.S. 24-71.3-101 to 121.
15. Standard of Performance.
(a) Acceptance. Except as may otherwise be provided in a SOW, County shall have the right
to promptly (and in any event within 10 business days of receipt) test and inspect whether each
deliverable specified under a SOW (each, a “Deliverable”) conforms to the requirements of this
Agreement and the applicable SOW (“Specifications”) in all material respects (the “Test Period”). If a
Deliverable does not so conform, County must give Consultant notice describing the non-conformity
(“Rejection Notice”) within the Test Period, or else the Deliverable will be deemed to be accepted by
County. Upon receipt of a Rejection Notice, Consultant will, as Consultant’s sole obligation and County’s
sole and exclusive remedy, use commercially reasonable efforts to cause the Deliverable to conform to
the Specifications in all material respects, or, if such remedy is commercially impracticable as determined
by Consultant in its reasonable discretion, refund County a pro rata portion of fees paid for the non-
conforming Deliverable based on the extent of the defect.
(b) Warranty. Consultant warrants that the Services will be performed in a workmanlike and
professional manner by individuals who have skill and experience commensurate with the requirements
of the Services, and that the Deliverables will conform to the Specifications in all material respects.
Consultant will, as its sole obligation and County’s sole and exclusive remedy for any breach of the
warranty set forth in this clause 3, and provided that County notifies Consultant in writing of the breach
(specifying the breach in reasonable detail) within 30 calendar days following County’s acceptance of the
Deliverable as described above, use commercially reasonable efforts at its own cost to cause the
Deliverable to conform to the Specifications in all material respects, or, if such remedy is commercially
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impracticable as determined by Consultant in its reasonable discretion, refund County a pro rata portion
of fees paid for the non-conforming Deliverable based on the extent of the defect.
(c) Consultant shall be responsible for the completeness and accuracy of the Services,
including all supporting data or other documents supplied by Consultant in performance of the Services,
and shall correct, at its sole expense, all significant errors and omissions therein. The fact that the County
has accepted or approved the Services shall not relieve Consultant of any of its responsibilities.
Consultant agrees to work in an expeditious manner, within the sound exercise of its judgment and
professional standards, in the performance of this Agreement. Time is of the essence with respect to this
Agreement.
(d) Exclusions. The parties acknowledge that certain Deliverables, including custom
software and website development, will by their nature and through no fault of the developer, involve
collaboration, reconfiguration, subjective preferences, testing and/or bug-fixing in the course of
completion and improvement. As a result, in the case of time and materials engagements the parties agree
that any corrective work performed by Consultant with respect to Deliverables of such a nature will be
performed by Consultant at the standard time and materials rates listed in the applicable SOW.
(e) Disclaimer. EXCEPT AS EXPRESSLY SET FORTH IN THIS ARTICLE 15,
CONSULTANT DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED OR
STATUTORY. CONSULTANT WILL NOT BE RESPONSIBLE FOR NONCONFORMITIES
ARISING FROM INACCURATE, INAUTHENTIC OR INCOMPLETE DATA OR INFORMATION
PROVIDED BY COUNTY, OR FOR FAILURES OR DELAYS ARISING FROM LACK OF
COOPERATION OF COUNTY. ADDITIONALLY, CONSULTANT DISCLAIMS ANY AND ALL
RESPONSIBILITY FOR THE PROVISION, USE AND FUNCTIONALITY OF THIRD-PARTY
SERVICES, SOFTWARE AND PRODUCTS.
16. Other Contract Requirements.
a. This Agreement constitutes an agreement for performance of the Services by Consultant
as an independent contractor and not as an employee of County. Nothing contained in this Agreement
shall be deemed to create a relationship of employer-employee, master-servant, partnership, joint venture
or any other relationship between County and Consultant except that of independent contractor.
Consultant shall have no authority to bind County.
b. Consultant represents and warrants that at all times in the performance of the Services,
Consultant shall comply with any and all applicable laws, codes, rules and regulations.
c. This Agreement contains the entire agreement between the parties with respect to the
subject matter hereof and supersedes all other agreements or understanding between the parties with
respect thereto.
d. Consultant shall not assign any portion of this Agreement without the prior written
consent of the County; except that Consultant may assign this Agreement without consent to a parent,
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affiliate, or subsidiary, or to a successor, whether by way of merger, sale of all or substantially all of its
assets or otherwise. Any attempt to assign this Agreement in violation of this Agreement shall be void.
e. This Agreement shall be binding upon and shall inure to the benefit of the parties hereto
and their respective permitted assigns and successors in interest. Enforcement of this Agreement and all
rights and obligations hereunder are reserved solely for the parties, and not to any third party.
f. No failure or delay by either party in the exercise of any right hereunder shall constitute a
waiver thereof. No waiver of any breach shall be deemed a waiver of any preceding or succeeding
breach.
g. The invalidity, illegality or unenforceability of any provision of this Agreement shall not
affect the validity or enforceability of any other provision hereof.
h Consultant shall maintain for a minimum of three years, adequate financial and other
records related to this Agreement for reporting to County. Consultant shall be subject to financial audit
by federal, state or county auditors or their designees. Consultant authorizes such audits and inspections
of records related to this Agreement during normal business hours, upon 48 hours’ notice to Consultant.
Consultant shall fully cooperate during such audit or inspections.
i. The signatories to this Agreement aver to their knowledge, no employee of the County
has any personal or beneficial interest whatsoever in the Services or Property described in this
Agreement. The Consultant has no beneficial interest, direct or indirect, that would conflict in any manner
or degree with the performance of the Services and Consultant shall not employ any person having such
known interests.
j. The Consultant, if a natural person eighteen (18) years of age or older, hereby swears and
affirms under penalty of perjury that he or she (i) is a citizen or otherwise lawfully present in the United
States pursuant to federal law, (ii) to the extent applicable shall comply with C.R.S. 24-76.5-103 prior to
the effective date of this Agreement.
k. Neither party shall be liable for any breach of this Agreement or any SOW, other than
any default in payment obligations, for any delay or failure of performance resulting from any cause
beyond such party’s reasonable control, including but not limited to, acts or omissions of County, the
weather, civil disturbances, network delays or failures, acts of civil or military authorities, or acts of God.
17. Intentionally Omitted.
18. Notwithstanding any provision in this Agreement to the contrary, to the fullest extent permitted by
applicable law: (a) in no event shall either party be liable under this Agreement for special, consequential,
incidental, indirect, punitive or exemplary damages, including any lost data, lost profits or costs of
procurement of substitute goods or services or downtime costs, regardless of whether such damages are
foreseeable or a party has been advised of the possibility of such damages and notwithstanding any failure
of the essential purpose of this Agreement; and (b) Consultant’s aggregate liability on all claims of any kind
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arising out of this Agreement, whether based on contract, warranty, tort, strict liability or otherwise, shall
in no event exceed the limits of liability of Consultant’s insurance coverage as required by this Agreement,
or, if no coverage is applicable or available, the sum of all fees paid or payable to Consultant under the
applicable SOW as of the date of the cause of action; provided, however, that the foregoing limitations of
liability shall not apply to liability for personal injury, gross negligence, or willful misconduct.
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IN WITNESS WHEREOF, the parties have executed this Agreement the day and year first set forth above.
COUNTY OF EAGLE, STATE OF COLORADO,
By and Through Its COUNTY MANAGER
By: ______________________________
Jeff Shroll, County Manager
CONSULTANT:
By:________________________________
Print Name: _________________________
Title: ______________________________
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Josh Morris
CEO, Managing Member
Feature Description Original Request Size
Single property decision self-flagging as
multiple
After the HO makes a decision, a single
property appeal will be marked as a
"multiple" instead of single. For example:
2024-0061, 2024-0051.
2: Multiples checkbox S
Multiple notice hearing letters Multiple appeals generate an NOH for each
schedule number. Should just be one
document with all schedule numbers listed
on the back page.
3: NOH printing L
Stipulation search results No longer remove stipulations from search
results. Show ALL appeals. Make sure
calendar invites for stipulations are deleted.
4: Stipulations M
Drive Document Retry Documents are not getting copied to
unsigned letters. System should retry until it
works. See dashboard of ones that are
pending. Give dashboard functionality to tell
system to stop and let user manually copy or
manage the file.
5: Unsigned Decisions L
Change Letter Classification Always set the classification in the final
letter. Show the original classification if not
changed.
6: Change Letter S
Wrong Status for Admin Denial Software still shows appeal status as
"requested" when an admin denial was
issued.
7: Admin Denial Status S
Property Search Missing On Hold Switching to Properties search does not
show on hold appeals that do appear in the
Appeals search.
8: Search Appeals M
Regenerating HO Worksheet status Should be Pending Hearing, it is Verified,
after regenerating the worksheet.
9: Regenerating HO Worksheet S
Restarting indicator If the user is being pushed back to an
unanswered question, we should prompt the
user to let them know that. Also, make the
user aware of the "skip to next unanswered"
functionality.
14: Appeal entry M
Ensure LOA/SOA verification-able Make sure we can have an optional
LOA/SOA question during Verification.
LOA/SOA dashboards/abandon process
should continue to function normally for
either application.
16: LOA/SOA verification S
Stipluation: Force Assessor Input Just use the Admin Denial presentation for
the Stipulation. This allows the user to
specify whether the property should be
included or excluded from the application
submission. Ensure the adjusted values
appear in the DocuSign documents and can
be filled out by the assessors.
17: Stipulations M
Restart Stipulation Provide opportunity to restart/reissue
stipulation. This should void the envelopes in
the current stipulation, remove the submitted
stipulation application, and reissue a new
stipulation application that can be submitted
to start the process anew.
20: Stipulations L
2025 Configuration of System Provide direct assistance in, guidance for,
and verification of the configuration of the
system for the 2025 season.
XL
Time to QA Release:6 weeks
* Total Cost:$24,225.00
Consultant will configure the County's CBOE appeals management software so that it contains all of the following features and functionality:
Consultant may engage Eric Eason as a sub-consultant in the performance of the Services.
The delivery date for all features described herein is May 2, 2025.
* Compensation is Flat Fee, not Time and Materials.
EXHIBIT A
Statement of Work
CBOE PROJECT
Docusign Envelope ID: 5C8EF9E1-9A22-42F5-B47F-09E13423F7DF
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A :
NAIC #
NAME:
CONTACT
(A/C, No):
FAX
E-MAIL
ADDRESS:
PRODUCER
(A/C, No, Ext):
PHONE
INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
$
$
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)
COMBINED SINGLE LIMIT
AUTOS ONLY
AUTOSAUTOS ONLY
NON-OWNED
SCHEDULEDOWNED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-
STATUTE
PER
LIMITS(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
POLICY EFF
POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR
CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE
DAMAGE TO RENTED
$PREMISES (Ea occurrence)
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY PRO-
JECT LOC
CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DD/YYYY)
CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED
AUTOS ONLY
3/27/2025
Beach Break Insurance
1455 Frazee Rd. #500
San Diego CA 92108
Stephanie Munoz
(619) 567-7227 (877) 797-7679
stephanie@beachbreakinsurance.com
Modern Codecraft, LLC.
11705 PLEASANT HL
LONGMONT CO 80504-6289
CNA Insurance Company 13188 3
A
8
8
8
Y Y 7038264262 02/18/2025 02/18/2026
2,000,000
1,000,000
10,000
2,000,000
4,000,000
4,000,000
A
8
Y Y BUA 7038261944 02/18/2025 02/18/2026
1,000,000
A Y WC 7 38264276 02/18/2025 02/18/2026 1,000,000
1,000,000
1,000,000
A Professional Liability 7038264262 02/18/2025 02/18/2026
Each Occurance 1,000,000
Aggregate 2,000,000
Certificate holder is lised as additional insured.
Eagle County
500 Broadway
Eagle CO 81631
EXHIBIT BDocusign Envelope ID: 5C8EF9E1-9A22-42F5-B47F-09E13423F7DF