PSA 6469 - City of Denton-Deloitte Touche LLP-signed
Docusign City Council Transmittal Coversheet
File Name
Purchasing Contact
City Council Target Date
Contract Value
Piggy Back Option
Contract Expiration
DocuSign Envelope ID: CB16C34A-C771-47DB-98DC-E77F0B5BD64A
$26,000
6469
PSA TO DELOITTE & TOUCHE, LLP
Jody Word
PSA
NA
no
This document and any attachments thereto may contain information that is confidential, commercially-
sensitive, proprietary, and/or public power utility competitive and financial information in accordance with the
provisions of Texas Government Code, Section 552.101, 552.104, 552.110 and/or 552.133, and may be protected
from required public disclosure
PROFESSIONAL SERVICES AGREEMENT
FOR DENTON MUNICIPAL ELECTRIC (“DME”) &
ENERGY MANAGEMENT OPERATIONS (“EMO”) ANALYSIS
(FILE 6469)
STATE OF TEXAS §
COUNTY OF DENTON §
THIS AGREEMENT is made and entered into _______________________, by and between the
City of Denton, Texas, a Texas municipal corporation, with its principal office at 215 East
McKinney Street, Denton, Denton County, Texas 76201, hereinafter called “OWNER” and _
DELOITTE & TOUCHE, LLP, with its office at 100 Kimball Drive, Parsippany, NJ 07054-2176,
hereinafter called “CONSULTANT,” acting herein, by and through their duly authorized
representatives.
WITNESSETH, that in consideration of the covenants and agreements herein
contained, the parties hereto do mutually agree as follows:
ARTICLE I
EMPLOYMENT OF CONSULTANT
The OWNER hereby contracts with the CONSULTANT, as an independent contractor, and the
CONSULTANT hereby agrees to perform the services herein in connection with the Project as
stated in the sections to follow, with reasonable diligence and in accordance with applicable
professional standards. CONSULTANT DISCLAIMS ALL OTHER WARRANTIES,
EITHER EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
The professional services set out herein are in connection with the following described project (the
“Project”):
The Project shall be to develop a scope of work to perform an assessment and validation of the cost
saving model used by Denton Municipal Electric (“DME”) to support the operations of the Energy
Management Operations (“EMO”) group (the “Model”).
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negligence
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5/25/2017
CITY OF DENTON
INSURANCE REQUIREMENTS FOR
CONSULTANTS/CONTRACTORS
The Offeror’s/Bidder’s
Without limiting any of the other obligations or liabilities of the Consultant/Contractor, the
Consultant/Contractor shall provide and maintain until the contracted work has been completed
and accepted by the City of Denton, Owner, the minimum insurance coverage as indicated
hereinafter.
As soon as practicable after notification of award, Consultant/Contractor shall file with the
Purchasing Department satisfactory certificates of insurance, containing the proposal/bid
number and title of the project. Consultant/Contractor may, upon written request to the
Purchasing Department, ask for clarification of any insurance requirements at any time;
however, Consultants/Contractors are strongly advised to make such requests prior to
proposal/bid opening, since the insurance requirements may not be modified or waived after
proposal/bid opening unless a written exception has been submitted with the proposal/bid.
Consultant/
All insurance policies proposed or obtained in satisfaction of these requirements shall comply
with the following general specifications, and shall be maintained in compliance with these
general specifications throughout the duration of the Contract, or longer, if so noted:
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1 For purposes of the model validation and other services described herein, terms such as validate, test, verify,
review, and confirm refer to assessment activities performed based on objectives, a framework and assumptions
as agreed to with the Company. These activities typically do not include detailed testing of data elements and
controls, can be inherently subjective and are based on or Advisor’s current understanding of facts, circumstances
and regulatory expectations. Other professionals may perform procedures concerning the same information or
data, and reach different findings than Advisor for a variety of reasons, including the possibilities that additional or
different information or data might be provided to them that was not provided to Advisor, that they might
perform different procedures than did Advisor, or that professional judgments concerning complex, unusual, or
poorly documented transactions may differ.
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Exhibit
CONFLICT OF INTEREST QUESTIONNAIRE - FORM CIQ
For vendor or other person doing business with local governmental entity
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session.
This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who has a business relationship as
defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a).
By law this questionnaire must be filed with the records administrator of the local government entity not later than the 7th business day after
the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a
misdemeanor.
1 Name of vendor who has a business relationship with local governmental entity.
2
Check this box if you are filing an update to a previously filed questionnaire.
(The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business
day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.)
3 Name of local government officer about whom the information in this section is being disclosed.
Name of Officer
This section, (item 3 including subparts A, B, C & D), must be completed for each officer with whom the vendor has an employment or other business relationship
as defined by Section 176.001(1-a), Local Government Code. Attach additional pages to this Form CIQ as necessary.
A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the vendor?
Yes No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer
named in this section AND the taxable income is not received from the local governmental entity?
Yes No
C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an
officer or director, or holds an ownership of one percent or more?
Yes No
D. Describe each employment or business and family relationship with the local government officer named in this section.
4
I have no Conflict of Interest to disclose.
5
Signature of vendor doing business with the governmental entity Date
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B
X
Deloitte & Touche LLP
N/A
N/A
X
X
5/25/2017
X
Certificate Of Completion
Envelope Id: CB16C34AC77147DB98DCE77F0B5BD64A Status: Completed
Subject: Please DocuSign: PSA 6469 - City of Denton-Deloitte Touche LLP.pdf
Source Envelope:
Document Pages: 26 Signatures: 3 Envelope Originator:
Supplemental Document Pages: 0 Initials: 0 Jody Word
Certificate Pages: 5
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US &
Canada)
Payments: 0 jody.word@cityofdenton.com
IP Address: 129.120.6.150
Record Tracking
Status: Original
5/24/2017 1:19:36 PM
Holder: Jody Word
jody.word@cityofdenton.com
Location: DocuSign
Signer Events Signature Timestamp
Jody Word
jody.word@cityofdenton.com
Buyer
City of Denton
Security Level: Email, Account Authentication
(Optional)
Completed
Using IP Address: 129.120.6.150
Sent: 5/24/2017 1:43:47 PM
Viewed: 5/24/2017 1:43:55 PM
Signed: 5/24/2017 1:47:36 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
ID:
Jody Word
jody.word@cityofdenton.com
Buyer
City of Denton
Security Level: Email, Account Authentication
(Optional)
Using IP Address: 129.120.6.150
Sent: 5/24/2017 1:47:37 PM
Viewed: 5/24/2017 1:47:51 PM
Signed: 5/24/2017 1:47:59 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
ID:
Stephen K Engler
sengler@deloitte.com
Security Level: Email, Account Authentication
(Optional)
Using IP Address: 108.35.90.101
Sent: 5/24/2017 1:48:01 PM
Resent: 5/25/2017 7:32:01 AM
Viewed: 5/25/2017 9:17:55 AM
Signed: 5/25/2017 9:21:14 AM
Electronic Record and Signature Disclosure:
Accepted: 5/25/2017 9:17:55 AM
ID: 0c35523b-c13d-4386-8bcc-fdd76579d69f
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
Sarah Kuechler
sarah.kuechler@cityofdenton.com
Security Level: Email, Account Authentication
(Optional)
Sent: 5/25/2017 9:21:16 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
ID:
Timothy Metts
tmetts@deloitte.com
Security Level: Email, Account Authentication
(Optional)
Sent: 5/25/2017 9:21:17 AM
Viewed: 5/25/2017 9:22:27 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
ID:
Julia Winkley
julia.winkley@cityofdenton.com
Contracts Administration Supervisor
City of Denton
Security Level: Email, Account Authentication
(Optional)
Sent: 5/25/2017 9:21:18 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
ID:
Notary Events Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 5/25/2017 9:21:18 AM
Certified Delivered Security Checked 5/25/2017 9:21:18 AM
Signing Complete Security Checked 5/25/2017 9:21:18 AM
Completed Security Checked 5/25/2017 9:21:18 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
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Electronic Record and Signature Disclosure created on: 4/20/2015 7:25:38 AM
Parties agreed to: Stephen K Engler