HomeMy WebLinkAboutResolutions - 2024.07.18 - 41357
AGENDA ITEM: Contract Extension with Crimson Agency for Nine Mile Pathway Branding and Logo
Development, Staff Media Training and Parks Promotional Strategy
DEPARTMENT: Parks & Recreation
MEETING: Board of Commissioners
DATE: Thursday, July 18, 2024 6:00 PM - Click to View Agenda
ITEM SUMMARY SHEET
COMMITTEE REPORT TO BOARD
Resolution #2024-4206
Motion to approve a contract extension with Crimson Agency for an additional 9 months ending on
May 31, 2025, for an amount not to exceed $250,000 to complete the Nine Mile Pathway Branding
and Logo Development, Parks and Recreation Media Training, and Parks Promotional Strategy
projects; further, that no budget amendment is required.
ITEM CATEGORY SPONSORED BY
Contract Brendan Johnson
INTRODUCTION AND BACKGROUND
Parks and Recreation has been working with Crimson Agency on multiple projects over the past 12
months. Three of those projects are either ongoing or are just being kicked off this spring. Staff
have been very pleased with Crimson Agency's work and would like to continue the current projects
and see them to completion with the Crimson team. A contract extension is needed as the county is
scheduled to go out to bid for marketing services later this year, with Crimson's original contract
expiring in August 2024. Projects currently underway include a Branding and Logo Development
plan for the Nine Mile Pathway, including participation from the 10 communities along the Nine Mile
Corridor in southern Oakland County; Media and Crisis Communication Planning and Training for
Oakland County Parks leadership and key staff; and a Parks Promotional Strategy.
POLICY ANALYSIS
A contract between the County of Oakland and Mort Crim Communications was established in
2019, and an amendment for $30,000 adding Oakland County Parks Commission Messaging and
Communications Support was approved to extend the contract to August 31, 2024. Oakland County
Parks is requesting an extension of the contract to May 31, 2025, for a not-to-exceed amount of
$250,000 to allow them to complete current projects underway. The additional funds will help
complete the branding and logo development for the Nine Mile Pathway and Branding project,
training for Oakland County Parks leadership and key staff and for the Parks Promotional Strategy
project. There is no budget amendment needed for this request, as there is sufficient funding
available in the Oakland County Parks and Recreation budget.
BUDGET AMENDMENT REQUIRED: No
Committee members can contact Michael Andrews, Policy and Fiscal Analysis Supervisor at
248.425.5572 or andrewsmb@oakgov.com or the department contact persons listed for additional
information.
CONTACT
Melissa Prowse, Manager - Parks & Recreation Planning & Development
ITEM REVIEW TRACKING
Aaron Snover, Board of Commissioners Created/Initiated - 7/19/2024
AGENDA DEADLINE: 07/18/2024 6:00 PM
ATTACHMENTS
1. Mort Crim Communications Contract
2. Oakland County_008620_CO_03 - signed
COMMITTEE TRACKING
2024-07-09 Legislative Affairs & Government Operations - Forward to Finance
2024-07-10 Finance - Recommend to Board
2024-07-18 Full Board - Adopt
Motioned by: Commissioner Christine Long
Seconded by: Commissioner Ann Erickson Gault
Yes: David Woodward, Michael Spisz, Michael Gingell, Penny Luebs, Karen Joliat, Kristen
Nelson, Christine Long, Robert Hoffman, Philip Weipert, Gwen Markham, Angela Powell, Marcia
Gershenson, William Miller III, Yolanda Smith Charles, Charles Cavell, Brendan Johnson, Ajay
Raman, Ann Erickson Gault, Linnie Taylor (19)
No: None (0)
Abstain: None (0)
Absent: (0)
Passed
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 1
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
Buyer: AJK CONTRACT NUMBER:005789 Event # 004634
CONTRACT between the COUNTY OF OAKLAND and CONTRACTOR
The Parties agree to the attached terms and conditions:
FOR THE CONTRACTOR:
SIGN:
FOR THE COUNTY:
SIGN: SIGN:
Contract Administrator Pamela L. Weipert, CPA, CIA, Compliance Officer
or
Scott N. Guzzy, CPPO, MBA, Purchasing Administrator
Not To Exceed Amount: $120,000.00 Effective Date: 9/1/2019 Expiration Date:8/31/2022
Contract Description: WRC Public Relations ‐ P
Contractor Information: Contract Administrator:
MORT CRIM COMMUNICATIONS INC
155 W Congress St Ste 501
Detroit, MI 48226
Vendor No: 404
Todd Haight
MORT CRIM COMMUNICATIONS INC
248/561‐5888
thaight@mccicorp.com
Compliance Purchasing
Office Information:
County Contract Administrator
and Using Department:
Andy Krumwiede
OAKLAND COUNTY
2100 Pontiac Lake Rd., Bldg. 41W
Waterford, MI 48328‐0462
248‐858‐0511
purchasing@oakgov.com
Tim Prince
OAKLAND COUNTY WRC
1200 N. Telegraph Rd BLDG 95W
Pontiac, MI 48340
princet@oakgov.com
cjs
Chris Heaton (Sep 4, 2019)
Chris Heaton
Tim Prince (Sep 5, 2019)Scott N. Guzzy (Sep 6, 2019)
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 2
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
This Contract is organized and divided into the following Sections for the convenience of the Parties.
Section 1. Contract Definitions
Section 2. Contract Term and Renewal
Section 3. Contract Administration and Amendments
Section 4. Contract Termination
Section 5. Scope of Deliverables and Financial/Payment Obligations
Section 6. Contractor’s Warranties and Assurances
Section 7. Liability
Section 8. Contractor Provided Insurance
Section 9. Intellectual Property
Section 10. Confidential Information
Section 11. County Data
Section 12. Information Technology Standards
Section 13. General Terms and Conditions
§1. CONTRACT DEFINITIONS
The following words when printed with the first letter capitalized shall be defined and
interpreted as follows, whether used in the singular or plural, nominative or possessive case, and
with or without quotation marks:
1.1. “Amendment” means any change, clarification, or modification to this Contract.
1.2. “Business Day” means Monday through Friday from 8:00 a.m. to 5:00 p.m., excluding County
designated holidays.
1.3. “Claims” means any loss; complaint; demand for relief or damages; lawsuit; cause of action;
proceeding; judgment; penalty; costs or other liability of any kind which is imposed on, incurred by,
or asserted against the County or for which the County may become legally or contractually
obligated to pay or defend against, whether commenced or threatened, including, but not limited
to, reimbursement for reasonable attorney fees, mediation, facilitation, arbitration fees, witness
fees, court costs, investigation expenses, litigation expenses, or amounts paid in settlement.
1.4. “Confidential Information” means all information and data that the County is required or
permitted by law to keep confidential, which includes computer software, cybersecurity
assessments and plans and measures to protect the County’s security.
1.5. “Contract” means this document and any other documents expressly incorporated herein.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 3
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
1.6. “Contractor” means the entity or person listed under “Contractor” on the first page of this Contract.
1.7. “Contractor Employee” means any employee; officer; director; member; manager; trustee;
volunteer; attorney; licensee; contractor; subcontractor; independent contractor; subsidiary;
joint venture; partner or agent of Contractor; and any persons acting by, through, under, or in
concert with any of the above, whether acting in their personal, representative, or official
capacities. Contractor Employee shall also include any person who was a Contractor Employee
at any time during the term of this Contract but, for any reason, is no longer employed,
appointed, or elected in that capacity.
1.8. “Contract Documents” mean the following documents, which this Contract includes and incorporates:
Exhibits (Applicable if Checked)
1.8.1. ☒ Exhibit I: Contractor Insurance Requirements
1.8.2. ☐ Exhibit II: Business Associate Agreement (Health Insurance Portability and Accountability Act
Requirements)
1.8.3. ☐ Exhibit III: Requirements for Contractors with Access to County PII (Personally Identifiable
Information)
1.8.4. ☐ Exhibit IV: Requirements for Contractors with Access to Criminal Justice Information
1.8.5. ☐ Exhibit V: Federally Funded Contract Requirements
1.8.6. ☐ Exhibit VI: Software License(s)
1.8.7. ☐ Exhibit VII: License for Use of County Servicemark
1.8.8. ☐ Exhibit VIII: Acknowledgement of Independent Employment Status
1.8.9. ☒ Exhibit IX: Scope of Contractor Deliverables/Financial Obligations
1.9. “County” means the County of Oakland, a Municipal and Constitutional Corporation, its
departments, divisions, authorities, boards, committees, and “County Agents” as defined below.
1.10. “County Agent” means any elected and appointed officials; directors; board members; council
members; commissioners; employees; and volunteers of the County; whether acting in their
personal, representative, or official capacities. “County Agent” shall also include any person who
was a “County Agent” anytime during the term of this Contract but, for any reason, is no longer
employed, appointed, or elected and in that capacity.
1.11. “County Data” means information or data collected, used, processed, stored, or generated in any
format, by or on behalf of the County, in connection with the Deliverables, which shall include, but
not be limited to: (a) personal health information (PHI) as defined under the Health Insurance
Portability Act (HIPPA) and Exhibit II, (b) personally identifiable information (PII) as defined in
Exhibit III, and (c) Criminal Justice Information defined in Exhibit IV if the Exhibit(s) are incorporated
into the Contract. County Data includes Confidential Information as defined in this Contract.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 4
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
1.12. “County Network” means County owned, leased, or licensed equipment, hardware, and
software that is interconnected via fiber optic, wireless, or other communication mediums for
the purposes of County hosting, processing, using, sharing, and/or transporting data, video,
voice, or any other form of information.
1.13. “Day” means any calendar day, which shall begin at 12:00:00 a.m. and end at 11:59:59 p.m.
1.14. “Deliverables” mean goods and/or services provided under this Contract, whether tangible or
intangible, and may be more specifically described in the Exhibits.
1.15. “Effective Date” means midnight on the date listed on the first page of this Contract.
1.16. “Expiration Date” means 11:59.59 p.m. on the date listed on the first page of this Contract.
1.17. “E‐Verify” means an Internet based system operated by the Department of Homeland Security
(DHS) in partnership with the Social Security Administration (SSA) that allows participating
employers to electronically verify the employment eligibility of their newly hired employees.
Information and the registration process are found at the E‐Verify website:
https://e‐verify.uscis.gov/enroll.
1.18. “Intellectual Property” means any developments, improvements, designs, innovation, and
materials that may be the subject of a trademark/servicemark, copyright, patent, trade secret,
which includes ideas, concepts, inventions, and processes related to the development and
operation of computer software and systems.
1.19. “Iran‐Linked Business” is defined in the Michigan Compiled Laws (MCL), specifically MCL
129.312, being Section 2 of Public Act 517 of 2012.
1.20. “Not to Exceed Amount” means the dollar amount listed on the first page of this Contract, unless
amended. The “Not to Exceed Amount” is not the County’s financial obligation under this Contract, but
the maximum amount that can be paid to Contractor during the term of this Contract.
1.21. “Proposal” means Contractor’s response or bid to the County’s Request for Proposal, Request for
Qualifications, or Request for Quotes.
1.22. “Purchase Order” means the County’s written request to Contractor for Deliverables pursuant
to this Contract. The Purchase Order may include terms regarding delivery schedule, payment,
and transportation.
1.23. “Purchasing” means the Purchasing Unit of the Oakland County Compliance Office.
§2. CONTRACT TERM AND RENEWAL
2.1. Contract Term. This Contract shall begin on the Effective Date and shall end on the Expiration Date.
2.2. Contract Renewal. Unless otherwise provided herein, the Parties are under no obligation to
renew or extend this Contract after the Expiration Date. This Contract may only be extended by
an Amendment.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 5
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
2.3. Legal Effect. This Contract shall be effective and binding when all of the following occur: (a) this
Contract is signed by a Contractor Employee, legally authorized to bind Contractor; (b) this
Contract is signed by an authorized County Agent; (c) all Contractor certificates of insurance,
required by this Contract, are submitted and accepted by Purchasing; and (d) any other
conditions precedent to this Contract have been met.
§3. CONTRACT ADMINISTRATION AND AMENDMENTS
3.1. Contract and Purchase Order Issuance. Purchasing shall issue this Contract and any Purchase
Orders that may be required. Purchasing is the sole point of contact in the County regarding all
procurement and contractual matters relating to this Contract and any Purchase Orders.
Purchasing is the only County office/department authorized to make any Amendments to this
Contract or Purchase Orders.
3.2. Purchase Orders. Purchase Orders issued under this Contract are governed by the terms and
conditions of this Contract and are included and incorporated herein.
3.3. Project Managers. Each Party may designate an employee or agent to act as a Project Manager. If
Project Managers are selected, they shall be listed, along with their duties, in Exhibit IX. Unless
otherwise stated in Exhibit IX, the County’s Project Manager has no authority to amend this Contract.
3.4. Contract Administrators. The County shall designate an employee or agent to act as Contract
Administrator(s). Contractor may designate its employee or agent to act as Contract
Administrator(s). The Contract Administrators shall be listed on the first page of this Contract.
The County’s Contract Administrator(s) shall be responsible for monitoring and coordinating day‐
to‐day activities under this Contract, reviewing Deliverables and invoices, and submitting
requests for Amendments to Purchasing. The County’s Contract Administrator(s) have no
authority to amend this Contract.
3.5. Contract Amendments. All Amendments to this Contract must be in writing. This Contract shall not
be amended by any packing slip, Purchase Order, invoice, click through license agreement, or
Contractor policies or agreements published on Contractor’s website or otherwise. Amendments to
this Contract shall be issued only by Purchasing. The Amendment shall be effective when signed by
an authorized Contractor Employee and an authorized County Agent.
3.6. Unauthorized Changes. Contract changes shall not be effective until an Amendment containing
the change is executed according to the procedures described in this Contract. If the Contractor
is directed to perform work that Contractor believes is a change in the Contract/Deliverables,
then Contractor must notify Purchasing that it believes the requested work is a change to the
Contract before performing the requested work. If Contractor fails to notify Purchasing before
beginning the requested work, then Contractor waives any claims for additional compensation
for performing the requested work. If Contractor begins work that is outside the scope of this
Contract or begins work before an Amendment is executed and then stops performing that work,
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 6
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
Contractor must, at the request of the County, undo any out‐of‐scope work that the County
believes would adversely affect the County.
3.7. Precedence of Contract Documents. In the event of a conflict, the terms and conditions
contained in Sections 1 through 13 of this Contract shall prevail and take precedence over any
allegedly conflicting provisions in all Contract Documents, Exhibits, Purchase Orders,
Amendments, and other documents expressly incorporated herein. Terms and conditions
contained in Contractor invoices, packing slips, receipts, acknowledgments, click‐through
licenses, and similar documents shall not change the terms and conditions of this Contract.
§4. CONTRACT TERMINATION
4.1. County Termination. In addition to any other legal rights the County may have to terminate or
cancel this Contract, the County may terminate the Contract as follows:
4.1.1. Immediate Termination. The County may terminate or cancel this Contract, in whole or in part,
immediately, upon notice to Contractor, if any of the following occur: (a) Contractor, officer of
Contractor, or an owner of a 25% or greater share of Contractor is convicted of a criminal
offense; or (b) if any third‐party funding for this Contract is reduced or terminated.
4.1.2. Termination for Convenience. The County may terminate or cancel this Contract, in whole or
part, at any time, upon ninety (90) Days’ notice to Contractor, for any reason, including
convenience without incurring obligation or penalty of any kind. The effective date for
termination or cancellation shall be clearly stated in the notice.
4.2. Contractor Termination. Contractor may terminate or cancel this Contract, in whole or part,
upon one hundred and eighty (180) Days’ notice to the County, if the County breaches any duty
or obligation contained herein and within such notice period has failed or has not attempted to
cure the breach. The effective date of termination or cancellation and the specific alleged
default shall be clearly stated in the notice to the County.
County’s Obligations Upon Termination. The County’s sole obligation in the event of
termination or cancellation of this Contract is for payment of the actual Deliverables provided to
the County before the effective date of termination. Under no circumstances shall the County be
liable for any future loss of income, profits, any consequential damages, any loss of business
opportunities, revenues, or any other economic benefit Contractor may have realized but for the
termination or cancellation of this Contract. The County shall not be obligated to pay Contractor
any cancellation or termination fee if this Contract is cancelled or terminated as provided herein.
If the County chooses to terminate the Contract in part, then the charges payable under this
Contract must be equitably adjusted to reflect those Deliverables that are terminated.
4.3. Contractor’s Obligations Upon Termination. If the County terminates this Contract, for any
reason, then Contractor must do the following: (a) cease providing all Deliverables as specified at
the time stated in the notice of termination; (b) take any action necessary, or as the County may
direct, to preserve and protect Deliverables or other property derived or resulting from the
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 7
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
Contract that is in Contractor’s possession; (c) return all materials and property provided to
Contractor by the County; (d) unless otherwise directed by the County, transfer title in and
deliver to the County all Deliverables in the possession of Contractor or Contractor Employees
(which Deliverables are transferred to the County “As‐Is”, except to the extent the amounts paid
by the County for these Deliverables include warranties or warranty services and, in that
situation, the Deliverables will be transferred with the warranty or warranty services and not
“As‐Is”); and (e) take any action to mitigate and limit any potential damages, including terminate
or limit, as applicable, those subcontracts and outstanding orders for materials and supplies
connected with or related to this Contract.
4.4. Assumption of Subcontracts. If Contractor is in breach of this Contract and the County terminates
this Contract, then the County may assume, at its option, any subcontracts and agreements for
Deliverables provided under the Contract and may pursue completion of the Deliverables by
replacement Contract or otherwise as the County, in its sole judgment, deems expedient.
§5. SCOPE OF DELIVERABLES AND FINANCIAL/PAYMENT OBLIGATIONS
5.1. Performance of Deliverables. Contractor shall provide all Deliverables identified in and as set
forth in Exhibit IX, any Purchase Orders, or any Amendments to this Contract.
5.2. Software License(s). If this Contract includes a Software License(s) as described in Exhibit VI,
then the Parties shall follow the terms and conditions therein. Any applicable third‐party
Software License(s) are also provided in Exhibit VI. Unless specifically agreed to by County, if
County Agents are required to accept click through license terms to access any of the
Deliverables in this Contract, the terms and conditions of those click through licenses are without
force and effect.
5.3. Financial Obligations. Except as otherwise set forth in this Contract, the County’s sole financial
obligation under this Contract shall be set forth in Exhibit IX. The amount and manner of
payment of the financial obligation shall be set forth in Exhibit IX and may be in the Software
License Exhibit VI, if applicable, or a Purchase Order.
5.4. Payment Obligations. Except as otherwise set forth in the Exhibits, Contractor shall submit an
invoice to the County’s Contract Administrator itemizing amounts due and owing under this
Contract, as of the date of the invoice. Invoices shall contain the following information: (a) County
Contract Number; (b) dates of Deliverables; (c) itemized list of Deliverables; (d) Contractor Tax ID
Number (federal and State); (e) licenses; and (f) any other information requested by Purchasing.
The County shall have no obligation to make a payment under this Contract until an invoice is
submitted in the form set forth herein and shall have no obligation to pay for Deliverables, which
have not been invoiced (as required herein) within sixty (60) Days of Contractor’s performance.
Unless otherwise set forth in the Exhibits, the County shall only pay Contractor for Deliverables
under this Contract and not any subcontractors or assignees of Contractor.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 8
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
5.5. Not to Exceed Amount. The amount due and owing to Contractor, under this Contract, shall not
exceed the “Not to Exceed Amount.” If Contractor can reasonably foresee that the total financial
obligation for the Contract will exceed the “Not to Exceed Amount,” then Contractor shall
provide Purchasing with notice of this fact at least ten (10) Days before this event.
5.6. No Obligation for Penalties/Costs/Fines. The County shall not be responsible for any cost, fee,
fine, penalty; or direct, indirect, special, incidental, or consequential damages incurred or
suffered by Contractor in connection with or resulting from the performance of this Contract
under any circumstances.
5.7. Set‐Off of County Costs. If the County incurs any costs associated with the duties or obligations
of Contractor under this Contract, then the County has the right to set‐off those costs from any
amounts due and owing Contractor. This set‐off includes withholding payment in an amount
equal to the cost of any County‐provided equipment, supplies, or badges that are not returned
by Contractor upon completion, termination, or cancellation of this Contract.
5.8. In‐Kind Services. Unless expressly provided herein, this Contract does not authorize any in‐kind
services by either Party.
§6. CONTRACTOR’S WARRANTIES AND ASSURANCES
6.1. Full Knowledge of Contract Expectations. Contractor warrants that before submitting its
Proposal and/or entering into this Contract, it had a full opportunity to review all County
requirements and/or expectations for this Contract. Contractor is responsible for being
adequately and properly prepared to execute this Contract. Contractor has satisfied itself in all
material respects that it will be able to perform the Contract as specified herein.
6.2. Complete and Accurate Representations. Contractor certifies that all statements, assurances,
records, and materials submitted to the County in connection with seeking and obtaining this
Contract have been truthful, complete, and accurate.
6.3. Access to Contractor Policies. If the Parties agree in this Contract to follow any Contractor policies,
such as acceptable use or privacy policies, then Contractor shall retain each version of such policy
with the effective dates and shall promptly provide such to the County, if requested.
6.4. Grant Compliance. If any part of this Contract is supported or paid for with any State, federal, or
other third‐party funds granted to the County, then Contractor shall comply with all applicable
grant requirements. Upon request of Contractor, the County shall provide Contractor with a
copy of the applicable grant requirements.
6.5. Contractor Incidental Expenses. Except as otherwise expressly provided in this Contract,
Contractor shall be solely responsible and liable for all costs and expenses associated or needed
to perform this Contract, including, but not limited to, any professional dues, association fees,
license fees, fines, taxes, and penalties.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 9
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
6.6. Equipment and Supplies. Contractor is responsible for providing all equipment and supplies to
perform this Contract, which are not expressly required to be provided by the County.
6.7. Contractor Employees.
6.7.1. Number and Qualifications of Contractor Employees. Contractor shall employ and assign
qualified Contractor Employees as necessary and appropriate to perform this Contract.
Contractor shall ensure all Contractor Employees have the knowledge, skill, and qualifications to
perform this Contract and possess any necessary licenses, permits, certificates, and
governmental authorizations as may be required by law.
6.7.2. Control and Supervision of Contractor Employees. Contractor shall solely control, direct, and
supervise all Contractor Employees with respect to all Contractor obligations under this Contract.
Contractor will be solely responsible for and fully liable for the conduct and supervision of any
Contractor Employees.
6.7.3. Removal or Reassignment of Personnel at the County’s Request. Contractor shall remove a
Contractor Employee performing work under this Contract at the County’s request provided that
the County’s request is based on legitimate, good‐faith reasons. Replacement personnel for the
removed person must be fully qualified for the position. If the removal of a Contractor Employee
results in an unanticipated delay, which is attributable to the County, then this delay shall not be
considered a breach of the Contract and the terms and conditions of this Contract effected by
the removal will be adjusted accordingly.
6.7.4. Contractor Employee Identification. If requested by the County, Contractor Employees shall
wear and display a County‐provided identification badge at all times while working on County
premises. In order to receive a County identification badge, a Contractor Employee shall sign the
“Acknowledgement of Independent Contractor Status” form, Exhibit VIII to this Contract.
Contractor shall return all County‐provided identification(s) upon completion of Contractor’s
obligations under this Contract.
6.7.5. Background Checks. At the County’s request, Contractor Employees performing work under this
Contract shall be subject to a background check by the County. The scope of the background
check is at the discretion of the County and the results will be used to determine Contractor
Employee’s eligibility to perform work under this Contract. Any request for background checks
will be initiated by the County and will be reasonably related to the type of work requested.
Contractor and Contractor Employees shall provide all information or documents necessary to
perform the background check.
6.7.6. Contractor Employee Expenses. All Contractor Employees shall be employed at the Contractor’s
sole expense (including employment‐related taxes and insurance). Contractor warrants that all
Contractor Employees shall fully comply with and adhere to the terms of this Contract.
Contractor shall be solely liable for all applicable Contractor Employees’ federal, state, or local
payment withholdings or contributions and/or all Contractor Employee related pension or
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 10
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
welfare benefits plan contributions under federal or state law. Contractor shall indemnify and
hold the County harmless for all Claims against the County by any Contractor Employee, arising
out of any contract for hire or employer‐employee relationship between Contractor and any
Contractor Employee including, but not limited to, Worker’s Compensation, disability pay, or
other insurance of any kind.
6.7.7. Contractor’s Compliance with the Patient Protection and Affordable Care Act. If Contractor is
subject to the Patient Protection and Affordable Care Act (“ACA”), PL 111‐148, 124 Stat 119, then
Contractor shall ensure that all Contractor Employees, under assignment to the County, and their
dependents, as defined by the ACA, are provided with or have access to insurance as required by
the ACA. If Contractor is subject to the ACA, Contractor warrants it offers group health coverage
to Contractor Employees and their dependents that is affordable, that provides minimum
essential coverage and value, and that each offer of coverage meets the timing requirements of
the ACA. Contractor warrants, whether or not it is subject to the ACA, that it will pay all
applicable fees, taxes, or fines, as set forth in the employer mandates of the ACA under Tax Code
§4980H and related regulations for any Contractor Employee, whether the fee, tax, or fine is
assessed against the Contractor or the County.
6.8. Acknowledgment of Independent Contractor Status.
6.8.1. Independent Contractor. Nothing in this Contract is intended to establish an employer‐
employee relationship between the County and Contractor or any Contractor Employee. In no
event, shall Contractor Employees be deemed employees, agents, volunteers, or subcontractors
of the County. Contractor shall ensure that Contractor Employees are apprised of their status
and the limitations independent contractors have of this status.
6.8.2. Contractor/Contractor Employee Representations. Contractor and/or Contractor Employees
shall not represent themselves as County employees. Contractor shall ensure that Contractor
Employees do not represent themselves as County employees.
6.8.3. County Benefits and Plans. Contractor and Contractor Employees shall not be entitled to
participate in any County employee benefit plans and programs, including but not limited to,
retirement, deferred compensation, insurance (including without limitation, health, disability,
dental, and life), and vacation pay. This limitation includes access to benefit plans and programs
that are not described by a written plan. However, Contractor Employees who are retired
County Employees may receive vested post‐employment benefits such as retiree health care and
pension benefits from Oakland County.
6.8.4. County Reliance. The County entered into this Contract in reliance of the representations made
by Contractor regarding its understanding of the role of independent contractors, its stated
relationship to Contractor Employees, and other representations Contractor has made regarding
the management and performance oversight of Contractor Employees.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
6.8.5. Independent Employment Status. If Contractor provides Contractor Employees for staffing and/or
leasing services to County, those Contractor Employees shall sign Exhibit VIII, Acknowledgement of
Independent Employment Status, prior to performing services for the County.
6.9. Permits and Licenses. Contractor shall be responsible for obtaining and maintaining, throughout
the term of this Contract, all licenses, permits, certificates, governmental authorizations, and
business/professional licenses necessary to perform this Contract. Upon request by the County,
Contractor shall furnish copies of any permit, license, certificate, or governmental authorization
necessary to perform this Contract.
6.10. E‐Verify. In accordance with Miscellaneous Resolution No.09116 (BOC Minutes, July 30, 2009,
pp 37‐38), unless otherwise exempted, all service contractors who wish to contract with the
County to provide services must first certify they have registered with, will participate in, and
continue to utilize, once registered, the E‐Verify Program (or any successor program
implemented by the federal government or its departments or agencies) to verify the work
authorization status of all newly hired employees employed by the Contractor. Breach of this
term or condition is considered a material breach of this Contract. Contractor’s execution of this
Contract constitutes a certification that they are authorized to certify on behalf of Contractor
and do hereby certify on behalf of Contractor that the Contractor has registered with, has and
will participate in, and does and will continue to utilize once registered and throughout the term
of this Contract and any permissible extension hereof, the E‐Verify Program (or any successor
program implemented by the federal government or its departments or agencies) to verify the
work authorization status of all newly hired employees employed by the Contractor.
6.11. Iran‐Linked Business Certification. Contractor certifies that it is not an Iran‐Linked Business.
Contractor further certifies that it was not an Iran‐Linked Business at the time it submitted its
Proposal for this Contract. Contractor must promptly notify the County, if Contractor becomes
an Iran‐Linked Business at any time during this Contract.
6.12. Foreign Adversary Certification. If Contractor supplies technology or equipment to County,
Contractor certifies that the technology and/or equipment was not produced, assembled or
manufactured by a foreign adversary, as defined, and as prohibited by the federal government.
6.13. Taxes.
6.13.1. Contractor Taxes. Contractor shall collect and pay its local, state, and federal taxes, including
but not limited to, all employment taxes, sales taxes, personal property taxes, and real property
taxes. The County shall not be liable to or required to reimburse Contractor for any local, state,
or federal tax of any kind.
6.13.2. County Tax‐Exempt. The County is exempt from state and local sales tax, personal property tax, and
real property tax. Prices under this Contract shall not include taxes, unless the County is not tax‐
exempt for a specific Deliverable. Exemption certificates for sales tax will be furnished upon request.
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
6.14. Warranty for Services. Contractor warrants that all Deliverables that are services shall be
performed in compliance with all applicable laws, statutes, regulations, ordinances, and
professional standards.
6.15. Warranty for Goods. All Deliverables that are goods shall be subject to the following warranties:
6.15.1. Warranty of Merchantability. Goods provided by Contractor pursuant to this Contract shall: (a) be
merchantable; (b) be of good quality; (c) be fit for their ordinary purpose; (d) be adequately contained
and packaged; and (e) conform to the specifications and descriptions contained in this Contract.
6.15.2. Warranty of Fitness for a Particular Purpose. If Contractor knows or has reason to know that
the goods will be used for a particular purpose and the County is relying on Contractor’s skill or
judgment to select or furnish the goods, then there is a warranty that the goods are fit for a
particular purpose.
6.15.3. Warranty of Title. All goods conveyed to the County shall be conveyed and transferred: (a) with
good title; (b) free from any security interest, lien, or encumbrance that the County did not have
knowledge of when the Contract was executed; and (c) free of any rightful claim of infringement
or similar claim by a third‐party.
6.16. ADA and Section 508 Compliance. If Contractor is providing a Deliverable that requires County
Agents or the public to use a software application or to access a website, Contractor warrants
that end users can utilize the software or access the website in accordance with the accessibility
requirements of the ADA and the Rehabilitation Act of 1973. Contractor’s Deliverable will
conform, where relevant, to level AA of the World Wide Web Consortium (W3C) Web Content
Accessibility Guidelines (WCAG) 2.0. Contractor may provide a description of conformance with
the above‐mentioned specifications by means of a completed Voluntary Product Accessibility
Template for WCAG 2.0 (WCAG 2.0 VPAT) or another comparable document. Any additional
compliance requirements shall be specified in the Scope of Contractor’s Deliverables Exhibit IX.
§7. LIABILITY
7.1. Contractor Indemnification. Contractor shall indemnify, defend, and hold the County harmless
from all Claims, incurred by or asserted against the County by any person or entity, which are
alleged to have been caused directly or indirectly from the acts or omissions of Contractor or
Contractor’s Employees. The County’s right to indemnification is in excess and above any
insurance rights/policies required by this Contract[A1].
7.2. No Indemnification from the County. Contractor shall have no rights against the County for
indemnification, contribution, subrogation, or any other right to be reimbursed by the County,
except as expressly provided herein.
§8. CONTRACTOR PROVIDED INSURANCE. At all times during this Contract, Contractor shall obtain
and maintain insurance according to the requirements listed in Exhibit I.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
§9. INTELLECTUAL PROPERTY
9.1. Contractor Use of County Licensed Software. In order for Contractor to perform this Contract,
the County may permit Contractor or Contractor Employees to access certain Software licensed
to the County. Contractor or Contractor Employees shall not transfer, remove, use, copy, or
otherwise provide or make available such Software or documentation to any other person or
entity, for any purpose, without the prior written consent of the County and/or the licensor.
Furthermore, neither Contractor nor Contractor Employee shall produce a source listing,
decompile, disassemble, or otherwise reverse engineer any Software. Neither Contractor nor
Contractor Employee shall use any Software contrary to the provisions of any applicable
Software license agreement or state or federal law.
9.2. Contractor License to Use County Servicemarks. If this Contract involves the use of County
servicemarks, then Contractor is granted a license to use the servicemarks subject to the terms listed
in Exhibit VII. Contractor shall only use the servicemarks as directed by the County in Exhibit VII.
9.3. Assignment of Rights. In consideration for the performance of this Contract and the fees paid to
Contractor, Contractor agrees to the following: (a) Contractor shall have no copyright, patent,
trademark, or trade secret rights in County Intellectual Property; (b) any and all programs, inventions,
and other work or authorship developed by Contractor while providing Deliverables to the County
are works made for hire, created for, and owned exclusively by the County, unless otherwise
specified in the Contract; (c) Contractor assigns to the County all rights and interest in County
Intellectual Property, which Contractor has made or conceived or may make and conceive, either
solely or jointly with others, either on or off County premises while performing this Contract or with
the use of the time, material, or facilities of the County; and (d) Contractor and its applicable
Contractor Employees shall sign any documents necessary for the County to register patents,
copyrights, or trademarks with federal or state agencies. Contractor shall ensure Contractor
Employees assign their rights and interests in County Intellectual Property to the County.
9.4. Infringement Remedies. If, in either Party’s opinion, any of the services or Deliverables supplied
by Contractor or Contractor Employees is likely to become the subject of a copyright, patent,
trademark, or trade secret infringement claim, Contractor shall at its own expense: (a) procure for
County the right to continue using the services or Deliverables, or if this option is not reasonably
available to Contractor; (b) replace or modify the same so that it becomes non‐infringing; or (c)
accept its return by County with appropriate credits to County and reimburse County for any losses
or costs incurred as a consequence of County ceasing its use and returning it.
§10. CONFIDENTIAL INFORMATION
10.1. Contractor Use of Confidential Information. Contractor and Contractor Employees shall use
appropriate safeguards to protect the confidentiality and integrity of Confidential Information.
Contractor shall not reproduce, provide, disclose, or give access of Confidential Information to any
Contractor Employee or third‐party not having a legitimate need to know. Contractor and
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
Contractor Employees shall only use the Confidential Information for performance of this Contract.
Notwithstanding the foregoing, Contractor may disclose the Confidential Information, if required
by law, statute, or other legal process; provided that Contractor: (a) gives the County prompt
written notice of the impending disclosure; (b) provides reasonable assistance to the County in
opposing or limiting the disclosure; and (c) makes only such disclosure as is compelled or required.
This Contract imposes no obligation upon Contractor with respect to any Confidential Information
which Contractor can establish by legally sufficient evidence: (a) was in possession of or was known
by Contractor, prior to its receipt from the County, without any obligation to maintain its
confidentiality; or (b) is obtained by Contractor from a third‐party having the right to disclose it,
without an obligation to keep such information confidential[A2].
§11. COUNTY DATA. If Contractor uses or possesses County Data in the performance of this Contract,
then the following provisions contained in this section apply:
11.1. Use of County Data. Contractor and Contractor Employees shall have a limited license to County
Data, including a license to collect, process, store, generate and display County Data but only to the
extent necessary to provide services under this Contract. Contractor and Contractor Employees
may not use, sell, rent, transfer, distribute, or otherwise disclose or make available County Data for
Contractor’s own purposes or for the benefit of anyone other than the County, without the
County’s prior written consent, unless otherwise provided for within an Exhibit to this Contract.
11.2. Unauthorized Access/Disclosure or Theft of County Data. Contractor or Contractor Employees
shall notify the County’s Chief Information Officer as soon as practicable but no later than forty‐
eight (48) hours of “Discovery” of suspected unauthorized access, acquisition, disclosure, or theft
of County Data (a “Security Breach”). “Discovery” means the first day on which the Security Breach
is known to Contractor or Contractor Employees or should have been known by exercising
reasonable diligence. Upon Discovery of a Security Breach, Contractor shall do the following: (a)
take reasonable measures to promptly cure the deficiencies relating to the Security Breach in order
to secure County Data; (b) cooperate with the County in investigating the occurrence, including
making available all relevant records, logs, files, and data reporting materials required upon
request by the County; and (c) comply with all applicable federal or state laws and regulations
pertaining to unauthorized disclosures or as otherwise directed by the County. If Contractor uses
or possesses County Data described in in Exhibit II (HIPPA), Exhibit III (PII), or Exhibit IV (CJIS),
Contractor shall follow the procedures in the applicable Exhibits governing the unauthorized
access/disclosure or theft of County Data.
11.3. Storage of County Data. Contractor shall only store and process County Data at and from data
centers located within the United States. Contractor shall not permit Contractor Employees to store
County Data on portable devices, including personal computers, except for portable devices that
encrypt data at rest and are used and kept within the U.S. Contractor shall permit its Contractor
Employees to access County Data remotely only as required to provide technical support.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
11.4. Requirements for PCI Data. If Contractor possesses, stores, processes, or transmits County
Data that is considered Payment Card Industry (PCI) Data by the PCI Security Standards Council,
Contractor shall comply with PCI Data Security Standard (DSS) and shall provide the County
with a copy of its PCI DSS Attestation of Compliance and its Certificate of Compliance with PCI
Data Security Standard. Contractor warrants that it will keep its Certification of Compliance
with PCI Data Security Standard current.
11.5. Response to Legal Request for County Data. If the County receives a Court Order, a Freedom of
Information Act (FOIA) request, or other legal request to provide County Data held by
Contractor, then Contractor shall provide County Data to the County, in a format directed by the
County, within the time frame required by law.
11.6. Obligations upon Expiration, Termination or Cancellation of Contract. At the County’s sole
discretion, upon expiration, termination, or cancellation of this Contract, Contractor shall return
County Data in a mutually agreeable format in a prompt and orderly manner or provide for the
secure disposal of County Data as directed by County.
§12. INFORMATION TECHNOLOGY STANDARDS. If Contractor provides a technology application or
requires the use of the Internet to access a Deliverable, the following sections apply:
12.1. County Standards. If Contractor and Contractor Employees that will be given access to the
County Network, Contractor and Contractor Employees shall comply with the County Electronic
Communications and Use of Technology Policy.
12.2. Implementation of Security Measures. Contractor shall implement and maintain appropriate
administrative, technical, and organizational security measures to safeguard against
unauthorized access to the County Network and County Data. Such measures shall be in
accordance with security industry best practice and not less stringent than the measures
Contractor applies to protect its own data of a similar kind.
12.3. Completion of County Security Questionnaire. Contractor warrants it has completed the
County’s security questionnaire. Each year, prior to the anniversary date of this Contract, and
upon receipt of the County’s security questionnaire, Contractor shall provide the County with the
answers to the County’s security questionnaire.
§13. GENERAL TERMS AND CONDITIONS
13.1. Access to County Property or Facilities. As set forth in this Contract, Contractor has access to
and the right to use County property and facilities necessary to perform this Contract. Unless
otherwise provided in this Contract or Contractor receives prior written permission from the
County’s Director responsible for the department requiring access outside of Business Days,
Contractor may only access and use County property and facilities for performance of this
Contract on Business Days.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
13.2. Signs on County Property or Facilities. Contractor shall not place any signs or advertisements on
County property or facilities without the prior written permission of the County’s Director of
Facilities Management or successor.
13.3. Use of County Property or Facilities. While performing this Contract, Contractor shall keep
County property or facilities, and anything stored thereon in a clean, safe, and healthful
condition and shall keep the property and facilities in a manner that will not prevent or interfere
with the County’s performance of its functions.
13.4. Removal of Contractor's Personal Property. At the expiration or termination of this Contract,
Contractor shall leave County property or facilities in the same condition that Contractor found
them and clean of all rubbish. Contractor shall remove all of its personal property within thirty
(30) Days of expiration or termination of this Contract. If Contractor does not remove its
personal property within the thirty (30) Day period, then the County shall dispose of it and bill
Contractor for any costs associated with the removal and disposal.
13.5. Damage to County Property or Facilities. Contractor shall be responsible for any damage to any
County property or a facility that is caused by Contractor or Contractor Employees. If damage
occurs, the County shall make the necessary repairs and/or replacements or cause a third‐party
to make the necessary repairs or replacements, provided, however, that Contractor shall
reimburse the County for all costs associated with repairing and/or replacing the damaged
property or facilities.
13.6. Damage to Contractor’s Property. Contractor shall be solely liable and responsible for any property
loss or damage resulting from fire, theft, or other means to Contractor’s personal property located,
kept, or stored on or at County property or facilities during performance of this Contract.
13.7. County’s Right to Suspend Contract Performance. Upon written notice, the County may require
Contractor to suspend performance of this Contract if Contractor has failed to comply with
federal, state, or local laws or any requirements contained in this Contract. The right to suspend
performance of this Contract is in addition to the County’s right to terminate and/or cancel this
Contract. The County shall incur no penalty, expense, or liability to Contractor if the County
suspends performance of this Contract under this Section.
13.8. Discrimination. Contractor shall not discriminate against any employee or applicant for
employment in violation of state or federal law. Contractor shall promptly notify the County of
any complaint or charge filed and/or of any determination by any court or administrative agency
of illegal discrimination by Contractor.
13.9. Conflict of Interest. Pursuant to Public Act 317 and 318 of 1968, as amended (MCL 15.301, et
seq. and MCL 15.321, et seq.), no contracts shall be entered into between the County and any
County Agent. To avoid any real or perceived conflict of interest, Contractor shall disclose to the
County the identity of all Contractor Employees and all relatives of Contractor Employees who: a)
are employed by the County on the date the Contract is executed; and b) become employed by
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
the County during the term of the Contract. Contractor shall also disclose to the County the
identity of all County Agents and all relatives of County Agents who: a) are employed by
Contractor on the date the Contract is executed; and b) become employed by Contractor during
the term of the Contract.
13.10. Access and Records. Contractor will maintain accurate books and records in connection with
performance of this Contract for thirty‐six (36) months after the end of this Contract and Contractor
shall provide the County with reasonable access to such books and records, upon request.
13.11. Audit. The County or an independent auditor hired by the County may perform contract audits
(in its sole discretion) and shall have the authority to access all pertinent records and data and to
interview any Contractor Employee during the term of this Contract and for a period of three
years after final payment. Contractor shall explain any audit findings, questioned costs, or other
Contract compliance deficiencies to the County within thirty (30) Business Days of receiving the
draft audit report. Contractor’s written response shall include all necessary documents and
information that refute the draft audit report and an action plan to resolve the audit findings. A
copy of Contractor’s response will be included in the final report. Failure by Contractor to
respond in writing within thirty (30) Business Days shall be deemed acceptance of the draft audit
report and will be noted in the final report.
13.12. Assignments/Delegations/Subcontracts.
13.12.1. Prior Written Consent Required. Except by operation of law, neither Party may assign, delegate,
or subcontract any of its duties, obligations, or rights under this Contract without the prior
written consent of the other Party; provided, however, Contractor may assign, delegate, or
subcontract this Contract to an affiliate or subsidiary as long as the affiliate or subsidiary is
adequately capitalized and can provide adequate written assurances to the County that the
affiliate or subsidiary can perform this Contract. The County may withhold consent, if the County
determines that the assignment, delegation, or subcontract would impair performance of this
Contract or the County’s ability to recover damages under this Contract. Contractor shall also
provide the County with adequate information to allow the County to make a determination
regarding the assignment, delegation, or subcontract.
13.12.2. Flow Down Clause Required. Any assignment, delegation, or subcontract by Contractor must
include a requirement that the assignee, delegee, or subcontractor will comply with the terms
and conditions of this Contract. The assignment, delegation, or subcontract shall in no way
diminish or impair performance of any term or condition of this Contract.
13.12.3. Contractor Responsibility for Assigns/Delegates/Subcontractors. If Contractor assigns,
delegates, or subcontracts this Contract, in whole or in part, Contractor shall remain the sole
point of contact regarding all matters under this Contract and shall remain liable for performance
of this Contract. Contractor is solely responsible for the management of assignees, delegees,
and subcontractors.
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COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
13.12.4. Performance Required. If an assignee, delegee, or subcontractor fails to perform as required
under this Contract, Contractor shall contract with another entity for such performance. Any
additional costs associated with securing another assignee, delegee, or subcontractor shall be
the sole responsibility of Contractor.
13.13. Non‐Exclusive Contract. This Contract is a non‐exclusive agreement. No provision in this
Contract limits or is intended to limit, in any way, Contractor’s right to offer and provide its
services to the general public, other business entities, municipalities, or governmental agencies
during or after the term of this Contract. Similarly, the County may freely engage other persons
to perform the same work that Contractor performs. Except as provided in this Contract, this
Contract shall not be construed to guarantee Contractor or any Contractor Employee any fixed or
certain number of Deliverables.
13.14. No Third‐Party Beneficiaries. Except as provided for the benefit of the Parties, this Contract
does not and is not intended to create any obligation, duty, promise, contractual right or benefit,
right to be indemnified, right to be subrogated to the Parties’ right in this Contract, or any other
right in favor of any other person or entity.
13.14.1. Survival of Terms and Conditions. The following terms and conditions shall survive and continue
in full force beyond the termination or cancellation of this Contract (or any part thereof) until the
terms and conditions are fully satisfied or expire by their nature: Section 1. Contract Definitions,
Section 5. Scope of Deliverables and Financial/Payment Obligations, Section 6. Contractor’s
Warranties and Assurances, Section 7. Liability, Section 8. Contractor Provided Insurance,
Section 9. Intellectual Property, Section 10. Confidential Information, Section 11. County Data,
Section 13. General Terms and Conditions; and if incorporated into this Contract, Exhibit II:
Business Associate Agreement (Health Insurance Portability and Accountability Act
Requirements), Exhibit III: Requirements for Contractors with Access to County PII (Personally
Identifiable Information) and Exhibit IV: Requirements for Contractors with Access to CJIS Data
(Criminal Justice Information Security.
13.15. Reservation of Rights. This Contract does not, and is not intended to impair, divest, delegate, or
contravene any constitutional, statutory, or other legal right, privilege, power, obligation, duty,
or immunity of the County.
13.16. Compliance with Laws. Contractor shall comply with all federal, state, and local laws, statutes,
ordinances, regulations, insurance policy requirements, and requirements applicable to its
activities under this Contract.
13.17. Force Majeure. Notwithstanding any other term or condition of this Contract, neither Party shall
be liable for failure to perform contractual duties or obligations caused by events beyond their
reasonable control, including but not limited to: (a) acts of public enemies; (b) natural disasters;
(c) terrorism; (d) war; (e) insurrection or riot; (f) natural disasters; (g) strikes, lockouts, work
stoppages, or other labor difficulties; or (h) compliance with law. Reasonable notice shall be
given to the affected Party of such event. Contractor is expected, through insurance or
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Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
alternative temporary or emergency service arrangements, to continue its contractual duties or
obligations if a reasonably anticipated, insurable business risk, such as business interruption or
any insurable casualty or loss occurs.
13.18. Notices.
13.18.1. Written Notice. All notices required under this Contract shall be in writing. Notices shall be
effective: (a) the next Business Day, if personally delivered; (b) the third Business Day, if sent by
U.S. mail, postage prepaid, return receipt requested; (c) the next Business Day, if sent by a
nationally recognized overnight express courier with a reliable tracking system; or (d) the next
Business Day with a receipt of confirmation, if sent by e‐mail or fax.
13.18.2. Notice to Contractor. Unless otherwise specified, Notice to Contractor shall be addressed to the
Contract Administrator listed on the first page of this Contract.
13.18.3. Notice to County. Unless otherwise specified herein, Notice to the County shall be addressed to
Purchasing, the County Project Manager (if applicable), and the County Contract Administrator(s)
listed on the first page of this Contract.
13.19. Captions. Section and subsection numbers, captions, and any index to sections or subsections
contained in this Contract are intended for the convenience of the reader and are not intended
to have any substantive meaning and shall not be interpreted to limit or modify any substantive
provisions of this Contract. In this Contract, for any noun or pronoun, use of the singular or
plural form, use of the nominative, possessive, or objective case, and any reference to gender
(masculine, feminine, and neuter) shall mean the appropriate form, case, or gender as the
context requires.
13.20. Waiver. Waiver of any term or condition under this Contract must be in writing and notice given
pursuant to this Contract. No written waiver, in one or more instances, shall be deemed or
construed as a continuing waiver of any term or condition of this Contract. No waiver by either
Party shall subsequently affect its right to require strict performance of this Contract.
13.21. Cumulative Remedies. A Party’s exercise of any remedy shall not preclude the exercise of any
other remedies, all of which shall be cumulative. A Party shall have the right, in its sole
discretion, to determine which remedies are to be exercised and in which order.
13.22. Severability. If a court of competent jurisdiction finds a term or condition of this Contract to be
illegal or invalid, then the term or condition shall be deemed severed from this Contract. All
other terms or conditions shall remain in full force and effect. Notwithstanding the above, if
Contractor’s promise to indemnify or hold the County harmless is found illegal or invalid,
Contractor shall contribute the maximum it is permitted to pay by law toward the payment and
satisfaction of any Claims against the County.
13.23. Dispute Resolution. All disputes arising under or relating to the execution, interpretation,
performance, or nonperformance of this Contract involving or affecting the Parties may first be
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COMPLIANCE OFFICE
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Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
submitted to the respective Project Manager (if applicable) and Contract Administrators for
possible resolution.
13.24. Governing Laws/Consent to Jurisdiction and Venue. This Contract shall be governed,
interpreted, and enforced by the laws of the State of Michigan. Except as otherwise required by
law or court rule, any action brought to enforce, interpret, or decide any Claim arising under or
related to this Contract shall be brought in the Sixth Judicial Circuit Court of the State of
Michigan, the 50th District of the State of Michigan, or the United States District Court for the
Eastern District of Michigan, Southern Division, as dictated by the applicable jurisdiction of the
court. Except as otherwise required by law or court rule, venue is proper in the courts set forth
above. The choice of forum set forth above shall not be deemed to preclude the enforcement of
any judgment obtained in such forum or taking action under this Contract to enforce such
judgment in any appropriate jurisdiction.
13.25. Entire Contract. This Contract represents the entire agreement and understanding between the
Parties. This Contract supersedes all other prior oral or written understandings,
communications, agreements, or contracts between the Parties. The language of this Contract
shall be construed as a whole according to its fair meaning and not construed strictly for or
against any Party.
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COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
EXHIBIT I
CONTRACTOR INSURANCE REQUIREMENTS
During this Contract, the Contractor shall provide and maintain, at their own expense, all insurance as set
forth and marked below, protecting the County against any Claims, as defined in this Contract. The
insurance shall be written for not less than any minimum coverage herein specified. Limits of insurance
required in no way limit the liability of the Contractor.
Primary Coverages
Commercial General Liability Occurrence Form including: (a) Premises and Operations; (b) Products and
Completed Operations (including On and Off Premises Coverage); (c) Personal and Advertising Injury; (d)
Broad Form Property Damage; (e) Broad Form Contractual including coverage for obligations assumed in
this Contract;
$1,000,000 – Each Occurrence Limit
$1,000,000 – Personal & Advertising Injury
$2,000,000 – Products & Completed Operations Aggregate Limit
$2,000,000 – General Aggregate Limit
$ 100,000 – Damage to Premises Rented to You (formally known as Fire Legal Liability)
Workers’ Compensation Insurance with limits statutorily required by any applicable Federal or State Law
and Employers Liability insurance with limits of no less than $500,000 each accident, $500,000 disease
each employee, and $500,000 disease policy limit.
1. ☒ Fully Insured or State approved self‐insurer.
2. ☐ Sole Proprietors must submit a signed Sole Proprietor form.
3. ☐ Exempt entities, Partnerships, LLC, etc., must submit a State of Michigan form WC‐337 Certificate
of Exemption.
Commercial Automobile Liability Insurance covering bodily injury or property damage arising out of the
use of any owned, hired, or non‐owned automobile with a combined single limit of $1,000,000 each
accident. This requirement is waived if there are no company owned, hired or non‐owned automobiles
utilized in the performance of this Contract.
Commercial Umbrella/Excess Liability Insurance with minimum limits of $2,000,000 each occurrence.
Umbrella or Excess Liability coverage shall be no less than following form of primary coverages or
broader. This Umbrella/Excess requirement may be met by increasing the primary Commercial General
Liability limits to meet the combined limit requirement.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 22
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
Supplemental Coverages – As Needed
1. ☒ Professional Liability/Errors & Omissions Insurance (i.e., Consultants, Technology Vendors,
Architects, Engineers, Real Estate Agents, Insurance Agents, Attorneys, etc.) with minimum limits of
$1,000,000 per claim and $1,000,000 aggregate shall be required when the Contractor provides
professional services that the County relies upon.
2. ☐ Cyber Liability Insurance with minimum limits of $1,000,000 per claim and $1,000,000 aggregate shall be
required when the Contractor has access to County IT systems and/or stores County data electronically.
3. ☐ Commercial Property Insurance. The Contractor shall be responsible for obtaining and maintaining
insurance covering their equipment and personal property against all physical damage.
4. ☐ Liquor Legal Liability Insurance with a limit of $1,000,000 each occurrence shall be required when
liquor is served and/or provided by Contractor.
5. ☐ Pollution Liability Insurance with minimum limits of $1,000,000 per claim and $1,000,000
aggregate shall be required when storage, transportation and/or cleanup & debris removal of
pollutants are part of the services utilized.
6. ☐ Medical Malpractice Insurance with minimum limits of $1,000,000 per claim and $1,000,000
aggregate shall be required when medically related services are provided.
7. ☐ Garage Keepers Liability Insurance with minimum limits of $1,000,000 per claim and $1,000,000
aggregate shall be required when County owned vehicles and/or equipment are stored and/or
serviced at the Contractors facilities.
8. ☐ Other Insurance Coverages as may be dictated by the provided product/service and deemed
appropriate by the County Risk Management Department.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 23
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
General Insurance Conditions
The aforementioned insurance shall be endorsed, as applicable, and shall contain the following terms,
conditions, and/or endorsements. All certificates of insurance shall provide evidence of compliance with
all required terms, conditions and/or endorsements.
1. All policies of insurance shall be on a primary, non‐contributory basis with any other insurance or self‐
insurance carried by the County;
2. The insurance company(s) issuing the policy(s) shall have no recourse against the County for
subrogation (policy endorsed written waiver), premiums, deductibles, or assessments under any form.
All policies shall be endorsed to provide a written waiver of subrogation in favor of the County;
3. Any and all deductibles or self‐insured retentions shall be assumed by and be at the sole risk of the
Contractor;
4. Contractors shall be responsible for their own property insurance for all equipment and personal
property used and/or stored on County property;
5. The Commercial General Liability and Commercial Automobile Liability policies along with any
required supplemental coverages shall be endorsed to name the County of Oakland and it officers,
directors, employees, appointees and commissioners as additional insured where permitted by law
and policy form;
6. If the Contractor’s insurance policies have higher limits than the minimum coverage requirements
stated in this document the higher limits shall apply and in no way shall limit the overall liability
assumed by the Contractor under contract.
7. The Contractor shall require its contractors or sub‐contractors, not protected under the Contractor’s
insurance policies, to procure and maintain insurance with coverages, limits, provisions, and/or
clauses equal to those required in this Contract;
8. Certificates of insurance must be provided no less than ten (10) Business Days prior to the County’s
execution of the Contract and must bear evidence of all required terms, conditions and
endorsements; and provide 30 days’ notice of cancellation/material change endorsement.
9. All insurance carriers must be licensed and approved to do business in the State of Michigan along
with the Contractor’s state of domicile and shall have and maintain a minimum A.M. Best’s rating of
A‐ unless otherwise approved by the County Risk Management Department.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 24
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
EXHIBIT II
BUSINESS ASSOCIATE AGREEMENT
(Health Insurance Portability and Accountability Act Requirements)
Exhibit II is a Business Associate Agreement between Contractor (“Business Associate”) and the County
(“Covered Entity”). This Exhibit is incorporated into the Contract and shall be hereinafter referred to as
“Agreement.” The purpose of this Agreement is to facilitate compliance with the Privacy and Security
Rules and to facilitate compliance with HIPAA and the HITECH Amendment to HIPAA.
§1. DEFINITIONS. The following terms have the meanings set forth below for purposes of the
Agreement, unless the context clearly indicates another meaning. Terms used but not otherwise
defined in this Agreement have the same meaning as those terms in the Privacy Rule.
1.1 Business Associate. “Business Associate” means the Contractor.
1.2 CFR. “CFR” means the Code of Federal Regulations.
1.3 Contract. “Contract” means the document with the Purchasing Contract Number.
1.4 Contractor. “Contractor” means the entity or individual defined in the Contract and listed on the
first page of this Contract.
1.5 Covered Entity. “Covered Entity” means the County of Oakland as defined in the Contract.
1.6 Designated Record Set. “Designated Record Set” is defined in 45 CFR 164.501.
1.7 Electronic Health Record. “Electronic Health Record” means an electronic record of health‐
related information on an individual that is created, gathered, managed, and consulted by
authorized health care clinicians and staff.
1.8 HIPAA. “HIPAA” means the Health Insurance Portability and Accountability Act of 1996.
1.9 HITECH Amendment. “HITECH Amendment” means the changes to HIPAA made by the Health
Information Technology for Economic and Clinical Health Act.
1.10 Individual. “Individual” is defined in 45 CFR 160.103 and includes a person who qualifies as a
personal representative in 45 CFR 164.502(g).
1.11 Privacy Rule. “Privacy Rule” means the privacy rule of HIPAA as set forth in the Standards for Privacy of
Individually Identifiable Health Information at 45 CFR part 160 and part 164, subparts A and E.
1.12 Protected Health Information. “Protected Health Information” or “PHI” is defined in 45 CFR
160.103, limited to the information created or received by Business Associate from or on behalf of
Covered Entity.
1.13 Required By Law. “Required By Law” is defined in 45 CFR 164.103.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
1.14 Secretary. “Secretary” means the Secretary of the Department of Health and Human Services or
his or her designee.
1.15 Security Incident. “Security Incident” is defined in 45 CFR 164.304.
1.16 Security Rule. “Security Rule” means the security standards and implementation specifications at
45 CFR part 160 and part 164, subpart C.
§2. OBLIGATIONS AND ACTIVITIES OF BUSINESS ASSOCIATE. Business Associate agrees to perform
the obligations and activities described in this Section.
2.1 Business Associate understands that pursuant to the HITECH Amendment, it is subject to the HIPAA
Privacy and Security Rules in a similar manner as the rules apply to Covered Entity. As a result,
Business Associate shall take all actions necessary to comply with the HIPAA Privacy and Security
Rules for business associates as revised by the HITECH Amendment, including, but not limited to, the
following: (a) Business Associate shall appoint a HIPAA privacy officer and a HIPAA security officer;
(b) Business Associate shall establish policies and procedures to ensure compliance with the Privacy
and Security Rules; (c) Business Associate shall train its workforce regarding the Privacy and Security
Rules; (d) Business Associate shall enter into a privacy/security agreement with Covered Entity;
(e) Business Associate shall enter into privacy/security agreements with its subcontractors that
perform functions relating to Covered Entity involving PHI; (f) Business Associate shall conduct a
security risk analysis; and (g) Business Associate shall provide documentation upon request in
relation to performance under this section.
2.2 Business Associate shall not use or disclose PHI other than as permitted or required by this
Agreement or as required by law.
2.3 Business Associate shall use appropriate safeguards to prevent use or disclosure of the PHI.
Business Associate shall implement administrative, physical, and technical safeguards (including
written policies and procedures) that reasonably and appropriately protect the confidentiality,
integrity, and availability of PHI that it creates, receives, maintains, or transmits on behalf of
Covered Entity as required by the Security Rule.
2.4 Business Associate shall mitigate, to the extent practicable, any harmful effect that is known to Business
Associate of a use or disclosure of PHI by Business Associate in violation of law or this Agreement.
2.5 Business Associate shall report to Covered Entity any known Security Incident or any known use or
disclosure of PHI not permitted by this Agreement.
2.6 Effective September 23, 2009 or the date this Agreement is signed, if later, Business Associate shall do
the following in connection with the breach notification requirements of the HITECH Amendment:
2.6.1 If Business Associate discovers a breach of unsecured PHI, as those terms are defined by 45 CFR
164.402, Business Associate shall notify Covered Entity without unreasonable delay but no later than
ten (10) calendar days after discovery. For this purpose, “discovery” means the first day on which
the breach is known to Business Associate or should have been known by exercising reasonable
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 26
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
diligence. Business Associate shall be deemed to have knowledge of a breach if the breach is known
or should have been known by exercising reasonable diligence, to any person, other than the person
committing the breach, who is an employee, officer, subcontractor, or other agent of Business
Associate. The notification to Covered Entity shall include the following: (a) identification of each
individual whose unsecured PHI has been breached or has reasonably believed to have been
breached, and (b) any other available information in Business Associate’s possession that the
Covered Entity is required to include in the individual notice contemplated by 45 CFR 164.404.
2.6.2 Notwithstanding the immediate preceding subsection, Business Associate shall assume the
individual notice obligation specified in 45 CFR 164.404 on behalf of Covered Entity where a
breach of unsecured PHI was committed by Business Associate or its employee, officer,
subcontractor, or other agent of Business Associate or is within the unique knowledge of Business
Associate as opposed to Covered Entity. In such case, Business Associate shall prepare the notice
and shall provide it to Covered Entity for review and approval at least five (5) calendar days before
it is required to be sent to the affected individual(s). Covered Entity shall promptly review the
notice and shall not unreasonably withhold its approval.
2.6.3 Where a breach of unsecured PHI involves more than five hundred (500) individuals and was
committed by the Business Associate or its employee, officer, subcontractor, or other agent or is
within the unique knowledge of Business Associate as opposed to Covered Entity, Business
Associate shall provide notice to the media pursuant to 45 CFR 164.406. Business Associate shall
prepare the notice and shall provide it to Covered Entity for review and approval at least five (5)
calendar days before it is required to be sent to the media. Covered Entity shall promptly review
the notice and shall not unreasonably withhold its approval.
2.6.4 Business Associate shall maintain a log of breaches of unsecured PHI with respect to Covered
Entity and shall submit the log to Covered Entity within thirty (30) calendar days following the end
of each calendar year, so that the Covered Entity may report breaches to the Secretary in
accordance with 45 CFR 164.408. This requirement shall take effect with respect to breaches
occurring on or after September 23, 2009.
2.7 Business Associate shall ensure that any agent or subcontractor to whom it provides PHI, received
from Covered Entity or created or received by Business Associate on behalf of Covered Entity, agrees
in writing to the same restrictions and conditions that apply to Business Associate with respect to such
information. Business Associate shall ensure that any such agent or subcontractor implements
reasonable and appropriate safeguards to protect Covered Entity’s PHI.
2.8 Business Associate shall provide reasonable access, at the written request of Covered Entity, to
PHI in a Designated Record Set to Covered Entity or, as directed in writing by Covered Entity, to an
Individual in order to meet the requirements under 45 CFR 164.524.
2.9 Business Associate shall make any amendment(s) to PHI in a Designated Record Set that the
Covered Entity directs in writing or agrees to pursuant to 45 CFR 164.526.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
2.10 Following receipt of a written request by Covered Entity, Business Associate shall make internal
practices, books, and records reasonably available to the Secretary in order to determine Covered
Entity's compliance with the Privacy Rule. The afore mentioned materials include policies and
procedures and PHI relating to the use and disclosure of PHI received from Covered Entity or
created or received by Business Associate on behalf of Covered Entity.
2.11 Business Associate shall document disclosures of PHI and information related to such disclosures,
to permit Covered Entity to respond to a request by an Individual for: (a) an accounting of
disclosures of PHI in accordance with 45 CFR 164.528 or (b) effective January 1, 2011 or such later
effective date prescribed by regulations issued by the U.S. Department of Health and Human
Services, an accounting of disclosures PHI from an Electronic Health Record in accordance with the
HITECH Amendment.
2.12 Following receipt of a written request by Covered Entity, Business Associate shall provide to
Covered Entity or an Individual information collected in accordance with Section 2 to permit
Covered Entity to respond to a request by an Individual for: (a) an accounting of disclosures of PHI
in accordance with 45 CFR 164.528 or (b) effective as of January 1, 2011 or such later effective
date prescribed by regulations issued by the U.S. Department of Health and Human Services, an
accounting of disclosures of Protected Health Information from an Electronic Health Record in
accordance with the HITECH Amendment.
§3. PERMITTED USES AND DISCLOSURES BY BUSINESS ASSOCIATE. Business Associate may use and
disclose PHI as set forth in this Section.
3.1 Except as otherwise limited in this Agreement, Business Associate may use or disclose PHI to
perform functions, activities, or services for or on behalf of Covered Entity as specified in the
underlying service agreement between Covered Entity and Business Associate, provided that such
use or disclosure shall not violate the Privacy Rule if done by Covered Entity or the minimum
necessary policies and procedures of the Covered Entity. If no underlying service agreement
exists between Covered Entity and Business Associate, Business Associate may use or disclose PHI
to perform functions, activities, or services for or on behalf of Covered Entity for the purposes of
payment, treatment, or health care operations as those terms are defined in the Privacy Rule,
provided that such use or disclosure shall not violate the Privacy Rule if done by Covered Entity or
the minimum necessary policies and procedures of the Covered Entity.
3.2 Except as otherwise limited in this Agreement, Business Associate may use PHI for the proper
management and administration of the Business Associate or to carry out the legal responsibilities
of the Business Associate.
3.3 Except as otherwise limited in this Agreement, Business Associate may disclose PHI for the proper
management and administration of the Business Associate or to carry out the legal responsibilities
of the Business Associate, provided that disclosures are Required by Law or Business Associate
obtains reasonable assurances in writing from the person to whom the information is disclosed
that: (a) the disclosed PHI will remain confidential and will be used or further disclosed only as
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
Required by Law or for the purpose for which it was disclosed to the person and (b) the person
notifies the Business Associate of any known instances in which the confidentiality of the
information has been breached.
3.4 Except as otherwise limited in this Agreement, Business Associate may use PHI to provide data
aggregation services to Covered Entity as permitted by 45 CFR 164.504(e)(2)(i)(B).
3.5 Business Associate may use PHI to report violations of law to appropriate federal and state
authorities, consistent with 45 CFR 164.502(j)(1).
§4. OBLIGATIONS OF COVERED ENTITY.
4.1 Covered Entity shall notify Business Associate of any limitation(s) of Covered Entity in its notice of
privacy practices in accordance with 45 CFR 164.520, to the extent that such limitation may affect
Business Associate’s use or disclosure of PHI.
4.2 Covered Entity shall notify Business Associate of any changes in or revocation of permission by an
Individual to use or disclose PHI, to the extent that such changes may affect Business Associate’s
use or disclosure of PHI.
4.3 Covered Entity shall use appropriate safeguards to maintain and ensure the confidentiality, privacy
and security of PHI transmitted to Business Associate pursuant to this Agreement, the Contract,
and the Privacy Rule, until such PHI is received by Business Associate, pursuant to any
specifications set forth in any attachment to the Contract.
4.4 Covered Entity shall manage all users of the services including its qualified access, password
restrictions, inactivity timeouts, downloads, and its ability to download and otherwise process PHI.
4.5 The Parties acknowledge that Covered Entity owns and controls its data.
4.6 Covered Entity shall provide Business Associate with a copy of its notice of privacy practices
produced in accordance with 45 CFR Section 164.520, as well as any subsequent changes or
limitation(s) to such notice, to the extent such changes or limitations may affect Business Associate’s
use or disclosure of PHI. Covered Entity shall provide Business Associate with any changes in or
revocation of permission to use or disclose PHI, to the extent the changes or revocation may affect
Business Associate’s permitted or required uses or disclosures. To the extent that the changes or
revocations may affect Business Associate’s permitted use or disclosure of PHI, Covered Entity shall
notify Business Associate of any restriction on the use or disclosure of PHI that Covered Entity has
agreed to in accordance with 45 CFR Section 164.522. Covered Entity may effectuate any and all
such notices of non‐private information via posting on Covered Entity’s web site.
§5. EFFECT OF TERMINATION.
5.1 Except as provided in Section 5, upon termination of this Agreement or the Contract, for any
reason, Business Associate shall return or destroy (at Covered Entity’s request) all PHI received
from Covered Entity or created or received by Business Associate on behalf of Covered Entity. This
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
provision shall apply to PHI that is in the possession of subcontractors or agents of Business
Associate. Business Associate shall retain no copies of PHI.
5.2 If Business Associate determines that returning or destroying the PHI is infeasible, Business
Associate shall provide to Covered Entity written notification of the conditions that make return or
destruction infeasible. Upon receipt of written notification that return, or destruction of PHI is
infeasible, Business Associate shall extend the protections of this Agreement to such PHI and shall
limit further uses and disclosures of such PHI to those purposes that make the return or
destruction infeasible, for so long as Business Associate maintains such PHI, which shall be for a
period of at least six (6) years.
§6 MISCELLANEOUS.
6.1 This Agreement is effective when the Contract is executed or when Business Associate becomes a
Business Associate of Covered Entity and both Parties sign this Agreement, if later. However,
certain provisions have special effective dates, as set forth herein or as set forth in HIPAA or the
HITECH Amendment.
6.2 Regulatory References. A reference in this Agreement to a section in the Privacy Rule or Security
Rule means the section as in effect or as amended.
6.3 Amendment. The Parties agree to take action to amend this Agreement as necessary for Covered
Entity to comply with the Privacy and Security requirements of HIPAA. If the Business Associate
refuses to sign such an amendment, this Agreement shall automatically terminate.
6.4 Survival. The respective rights and obligations of Business Associate and Covered Entity under
this Agreement shall survive the termination of this Agreement and/or the Contract.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 30
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
EXHIBIT III
REQUIREMENTS FOR CONTRACTORS WITH ACCESS TO COUNTY PII
(Personally Identifiable Information)
Exhibit III governs the requirements for Contractors with Access to Personally Identifiable Information (PII).
1. DEFINITIONS
1.1 Security Breach means the unauthorized access, acquisition, theft, or disclosure of PII.
1.2 PII (Personally Identifiable Information) means a name, number, or other information that is used
for the purpose of identifying a specific person or providing access to a person's financial accounts,
including, but not limited to, a person's name, address, telephone number, driver’s license or state
personal identification card number, social security number, place of employment, employee
identification number, employer or taxpayer identification number, government passport number,
health insurance identification number, mother's maiden name, demand deposit account number,
savings account number, financial transaction device account number or the person's account
password, any other account password in combination with sufficient information to identify and
access the account, automated or electronic signature, biometrics, stock or other security certificate
or account number, credit card number, vital record, or medical records or information as well as
the first name or first initial and last name linked to a social security number, driver’s license or state
personal identification card or financial account number in combination with a code or password
that would permit access to a person’s financial account(s) and as otherwise may be defined by state
or federal laws governing the unauthorized access to personal information.
2. OBLIGATIONS
2.1 Contractor shall not use or disclose PII other than as permitted or required by this Contract or as
required by law.
2.2 Contractor shall implement administrative, physical, and technical safeguards (including written
policies and procedures) that reasonably and appropriately protect the confidentiality, integrity, and
availability of PII that it creates, receives, maintains or transmits on behalf of the County.
2.3 Contractor shall mitigate, to the extent practicable, any harmful effect known to Contractor of the
use or disclosure of PII in violation of law or this Contract.
2.4 If Contractor or Contractor Employees discover a Security Breach, Contractor shall notify the
County without unreasonable delay, but no later than within forty‐eight (48) hours of discovery.
For this purpose, “discovery” means the first day on which the Security Breach is known to
Contractor or Contractor Employee or should have been known by exercising reasonable diligence.
Contractor shall be deemed to have knowledge of a Security Breach if the Security Breach is
known or should have been known by exercising reasonable diligence by any person, other than
the person committing the Security Breach. The notification to the County shall include the
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
following: (a) describe the Security Breach in general terms; (b) describe the type of personal
information that is the subject of the Security Breach; (c) identify each individual whose PII has
been breached or has reasonably believed to have been breached; (d) describe in general terms,
what Contractor has done to prevent additional Security Breaches; and (e) provide any other
available information in Contractor or subcontractor’s possession that may be necessary to
comply with Security Breach notification laws.
2.5 If the County determines it will provide the notice of the Security Breach to the affected individuals
and/or to governmental authorities, Contractor shall reimburse the County for: (a) its costs in
notifying the affected individuals; (b) the cost of third‐party credit and identify monitoring services
to each of the affected individuals with compromised PII for no less than twenty‐four (24) months
following the date of notification to each individual; and (c) costs associated with the Security
Breach, including but not limited to any costs incurred by the County in investigating and resolving
the Security Breach, including reasonable fees associated with such investigation and resolution.
Without limiting Contractor's obligations of indemnification as described in the Contract, Contractor
shall indemnify, defend, and hold harmless the County for any and all claims, including reasonable
attorneys' fees, costs, and incidental expenses, which may be suffered by, accrued against, charged
to, or recoverable from the County in connection with the Security Breach. Contractor shall
reimburse County for the applicable costs described above within thirty (30) days of receipt of an
itemization of costs incurred by the County because of the Security Breach.
2.6 Within ten (10) calendar days of its discovery of the Security Breach, Contractor shall provide the
County with a detailed plan describing the measures Contractor will undertake to prevent a future
Security Breach. The County shall have the right to audit, inspect and test Contractor’s new
safeguards put in place because of the Security Breach. Contractor shall be responsible for
recreating lost County Data in the manner and on the schedule set by the County without charge
to the County.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 32
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
EXHIBIT IV
REQUIREMENTS FOR CONTRACTORS WITH ACCESS TO CJIS DATA
(Criminal Justice Information Security)
Exhibit IV governs the requirements for Contractors with Access to Criminal Justice Information governed
by the CJI Security Policy of the FBI.
1. Definitions
1.1 Criminal Justice Information (CJI) means data or information governed by the CJIS Security Policy.
1.2 Criminal Justice Information Services (CJIS) means the Criminal Justice Information Services, a
division in the Federal Bureau of Investigation (FBI) that sets a minimum standard of security
requirements to protect and safeguard CJI.
1.3 CJIS Security Policy means the Policy that governs the security of CJI. The CJIS Security Policy
provides guidance for the creation, viewing, modification, transmission, dissemination, storage,
and destruction of CJI. This Policy applies to every individual—contractor, private entity,
noncriminal justice agency representative, or member of a criminal justice entity—with access to,
or who operate in support of, criminal justice services and information.
2. Obligations
Contractor shall comply with the current version of the CJIS Security Policy, which may be
amended from time to time by the CJIS Advisory Policy Board of the FBI. A link to the current FBI
standards is available: https://www.fbi.gov/services/cjis/cjis‐security‐policy‐resource‐center
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 33
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OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
EXHIBIT V
FEDERALLY FUNDED CONTRACT REQUIREMENTS
Exhibit V sets forth additional provisions for all federally funded contracts. To the extent that this Contract
is funded, in whole or in part, by any federal award, the following provisions apply:
1. Termination. In addition to the termination rights set forth in Section 4 of this Contract, the
County may terminate this Contract, in whole or in part, for cause upon notice to Contractor if
Contractor breaches any duty or obligation in the Contract and fails to cure the breach, to the
County’s satisfaction, if applicable.
1.1 Right to Cure. If the Contractor breaches this Contract, and the County, in its sole discretion,
determines that the breach is curable, then the County must provide the Contractor with written
notice of the breach and a time period (not less than thirty (30) Days) to cure the breach. The
notice of breach and opportunity to cure do not apply in the following circumstances: (1) for
successive or repeated breaches; (2) if the County determines in its sole discretion that the breach
poses a serious and imminent threat to the health or safety of any person or the imminent loss,
damage, or destruction of any real or tangible personal property; or (3) if the County terminates
the Contract under this Section or Section A above. The effective date for termination or
cancellation shall be clearly stated in the written notice.
1.2 Termination Deemed for Convenience. If the County terminates the Contract for cause and it is
determined, for any reason, that Contractor was not in breach of Contract, then the termination
for cause shall be deemed a termination for convenience, effective as of the same date specified
in the notice of breach.
2. Contractor’s Obligations Upon Termination for Cause. If the Contract is terminated for cause, the
County may require Contractor to pay all costs incurred by the County in terminating the Contract,
including but not limited to, administrative costs, reasonable attorneys’ fees, court costs, and any
reasonable additional costs the County may incur to procure the Deliverables required by the Contract
from other sources. Re‐procurement costs are not consequential, indirect or incidental damages and
cannot be excluded by any other terms included in this Contract; however, such costs shall not exceed
50% of the County’s financial obligation under this Contract.
3. Compliance with Laws. Contractor shall comply with the following, if applicable:
3.1 The Davis‐Bacon Act (40 U.S.C. 3141‐3148) as supplemented by Department of Labor regulations
(29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed
and Assisted Construction”);
3.2 The Copeland “Anti‐Kickback” Act (40 U.S.C. 3145 et seq.), as supplemented by Department of
Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public
Work Financed in Whole or in Part by Loans or Grants from the United States”);
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 34
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
3.3 The Contract Work Hours and Safety Standards Act (40 U.S.C. 3701‐3708) as supplemented by
Department of Labor regulations (29 CFR Part 5);
3.4 The requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and
Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any
implementing regulations issued by the awarding agency;
3.5 All applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401‐
7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251‐1387);
3.6 All mandatory standards and policies relating to energy efficiency which are contained in the state
energy conservation plan issued in compliance with the Energy Policy and Conservation Act (42
U.S.C. 6201 et seq.); and
3.7 The Byrd Anti‐Lobbying Amendment (31 U.S.C. 1352 et seq.)
4. Debarment and Suspension. Contractor certifies that it is not listed on the government‐wide
Excluded Parties List System in the System for Award Management (SAM). Contractor must
promptly notify the County, if Contractor is listed in SAM at any time during the term, renewal, or
extension of this Contract. If Contractor is listed in SAM, the County may terminate or cancel this
Contract, in whole or in part, immediately, upon notice to Contractor.
5. Equal Employment Opportunity. If this Contract meets the definition of “Federally Assisted
Construction Contract” under 41 CFR Part 60‐1.3, then during the performance of this Contract,
Contractor agrees as follows:
5.1 The Contractor will not discriminate against any employee or applicant for employment because
of race, color, religion, sex, or national origin. The Contractor will take affirmative action to ensure
that applicants are employed, and that employees are treated during employment without regard
to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to
the following: Employment, upgrading, demotion, or transfer; recruitment or recruitment
advertising; layoff or termination; rates of pay or other forms of compensation; and selection for
training, including apprenticeship. The Contractor agrees to post in conspicuous places, available
to employees and applicants for employment, notices to be provided setting forth the provisions
of this nondiscrimination clause.
5.2 The Contractor will, in all solicitations or advertisements for employees placed by or on behalf of
the Contractor, state that all qualified applicants will receive considerations for employment
without regard to race, color, religion, sex, or national origin.
5.3 The Contractor will send to each labor union or representative of workers with which he has a
collective bargaining agreement or other contract or understanding, a notice to be provided
advising the said labor union or workers’ representatives of the Contractor’s commitments under
this Section and shall post copies of the notice in conspicuous places available to employees and
applicants for employment.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 35
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
5.4 The Contractor will comply with all provisions of Executive Order 11246 of September 24, 1965,
and of the rules, regulations, and relevant orders of the Secretary of Labor.
5.5 The Contractor will furnish all information and reports required by Executive Order 11246 of
September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant
thereto, and will permit access to his books, records, and accounts by the administering agency
and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules,
regulations, and orders.
5.6 In the event of the Contractor’s noncompliance with the nondiscrimination clauses of this Contract
or with any of the said rules, regulations, or orders, this Contract may be cancelled, terminated, or
suspended in whole or in part and the Contractor may be declared ineligible for further
Government contracts or federally assisted construction contracts in accordance with procedures
authorized in Executive Order 11246 of September 24, 1965, and such other sanctions may be
imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or
by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law.
5.7 The Contractor will include the portion of the sentence immediately preceding paragraph E (1) and
the provisions of paragraphs E (1) through E (7) in every subcontract or purchase order unless
exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to section 204
of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon
each subcontractor or vendor. The Contractor will take such action with respect to any
subcontract or purchase order as the administering agency may direct as a means of enforcing
such provisions, including sanctions for noncompliance: Provided, however, that in the event a
Contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as
a result of such direction by the administering agency the Contractor may request the United
States to enter into such litigation to protect the interests of the United States.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 36
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
EXHIBIT VII
LICENSE FOR USE OF COUNTY SERVICEMARK[A3]
County grants to Contractor the non‐exclusive right to use its Servicemark (hereinafter “Mark”), described and
listed in the Servicemark Guidelines (below), for programs and activities that are related to the governmental
services provided by Oakland County, specifically:
The Mark may be used on: (Applicable if Checked):
☐ Printed materials
☐ Electronic materials
☐ Contractor’s website: [insert website address].
Contractor shall not use the Mark for any other purpose.
The Mark must be used by Contractor as shown in the Servicemark Guidelines, with no variations of color, font
or proportion. Contractor acknowledges that the County has intellectual property rights in the Mark. Nothing
in this Contract gives Contractor any right, title, or interest in the Mark. Contractor may not take any action
that will interfere with County’s rights in the Mark.
The County may terminate Contractor’s rights under this Exhibit, if County notifies Contractor it has breached
the terms of this Exhibit and Contractor fails to cure the breach within ten (10) business days of notice of
breach. Following termination of this Exhibit, Contractor shall have ten (10) business days to remove the Mark
from the materials and/or website authorized for use above. Contractor shall provide County with written
confirmation that such actions have been taken. Upon termination of the Contract, Contractor shall cease all
use of the Mark.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 37
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
Servicemark Guidelines
The Guidelines for proper use of the Mark provided to the Contractor are as follows:
Do not provide copies to a third‐party of any artwork provided to you by County and referenced in this Exhibit
without the express consent of County.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 38
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
EXHIBIT VIII
ACKNOWLEDGEMENT OF INDEPENDENT EMPLOYMENT STATUS
I, , acknowledge that I am an employee or subcontractor of
(Name of Contractor’s Company):
(hereinafter “Company”) under Contract #: , and
At all times during my assignment at Oakland County, I will remain an employee or
subcontractor of the Company
I am not an employee of Oakland County; and,
I may not represent myself as an employee of Oakland County.
I understand that:
Company is responsible for establishing the conditions of my assignment to Oakland County; and
Company is solely responsible for compensating me for my services; and
I understand and agree that as an employee or subcontractor of Company, I am not eligible to
participate in or accrue any benefits under any of Oakland County’s employee benefits or benefit plans,
including retirement, deferred compensation, insurance (including without limitation: health, disability
dental and life insurance), vacation pay, and any other similar plans and programs. However, if I am a
retired County employee, I may receive vested post‐employment benefits such as retiree healthcare
and pension benefits from Oakland County. I understand that the post‐retirement benefits I receive
from the County cannot be enhanced by my work for the above Contractor.
I acknowledge that:
I have no copyright, patent, trademark or trade secret rights to any Oakland County Intellectual
Property or any work developed by me while providing services to Oakland County; and,
If I will be given access to the County Network, I will comply with the Oakland County Electronic
Communications and Use of Technology Policy.
I will comply with and sign the FBI Criminal Justice Information Services Security Addendum if I
will have access to CJIS Data.
Signed: Date:
Print Name:
Witness: Date:
Print Name:
*Contractor or Contractor Employee must provide a copy of completed form to the Compliance Office ‐
Purchasing Unit at Purchasing@oakgov.com to receive a County Identification badge.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 39
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
EXHIBIT IX
SCOPE OF CONTRACTOR DELIVERABLES/FINANCIAL OBLIGATIONS
This scope of deliverables reflects the overall needs of the department, while not quantifying deliverables.
When the department requests services, MCCI will submit a quote/estimate for approval before
beginning work. All approved quotes will work against the allocated budget up to the limits of the budget.
a. Develop Brand Awareness and Key Messaging
i. Create a unified communication methodology across the organization to be used
as a platform to deliver key information about WRC in electronic (website, social
media) and printed (brochures, banners, cards, handouts) formats.
ii. Define a plan to document when, how and why to apply the brand throughout
the organization in the short and long term. May include the following
deliverables:
1. Visual Representation/Creative.
2. Style guide including standards for: colors, logos, printed materials,
signage.
3. Design templates for key marketing materials.
4. Timeline for implementation.
5. Staff implementation recommendations.
6. Staff training and implementation tools.
7. Other recommendations of the Consultant.
iii. Using the WRC brand, assist in developing key messaging for all WRC units to be
used in electronic and printed materials. Proposed messaging to be focused on:
1. WRC Goals and Objectives.
2. WRC value to the community.
3. Key activities and accomplishments of the WRC and staff.
4. Opportunities for qualified candidates.
5. Why WRC is a great place to work.
6. Promoting WRC programs and how they affect stakeholders.
7. Creating a greater understanding of WRC’s work and role in the county.
8. Other as needed messaging through‐out the duration of the Contract.
b. Develop Public Relations and Education Materials
i. Provide research, consultation, planning, implementation, and evaluation
services to assist WRC staff in conveying technical information in a user‐friendly
format to a diverse range of stakeholders, including governmental groups and
residents of Oakland County.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 40
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
ii. Develop user‐friendly templates for media releases, brochures, social media, and
website.
iii. Develop a recruitment strategy with consideration given to working with or working
within the parameters of Oakland County Human Resources Department. Keeping
in line with our industry to market to target candidates via print and electronic job
boards, trade journals, job fairs, and other appropriate sites/events.
iv. Provide as‐needed marketing and public relations services to the organization.
c. Develop a Strategic Communication Plan Including Methods for Managing Crisis
Communication
i. Interview WRC Managers to develop a thorough understanding of public
relations and communication materials needed.
ii. Develop a communication plan that will unify the communications methods
across the WRC to deliver key information regarding current and future projects.
The methods should include electronic (video, website, social media) and printed
(brochures, banners, cards, handouts) formats.
iii. Create a plan to document who, what, how and when communication strategies
are critically important. May include the following deliverables:
1. Design templates for key marketing and educational materials.
2. Decision trees depicting key messaging and workflow.
3. Suggested timelines for communication.
4. List of key media contacts.
5. Staff implementation recommendations.
6. Staff training and implementation tools.
iv. Develop a crisis communication management strategy to be used during high
priority and emergency events that would clearly define who leads the
communication, what communication methods would be utilized, a timeline for
outgoing messaging, and where the messaging will be directed.
v. Provide user‐friendly templates for crisis communication (press releases, social
media, website).
vi. Provide training for managing crisis communication.
vii. Provide 24/7 as needed communication during the duration of the Contract.
d. Perform other as‐needed marketing, public relations and communications services as
identified by WRC.
e. Rates
i. All rates apply to calendar years 2019, 2020, and 2021.
ii. All rates include overhead and profit.
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 41
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
iii. Marketing & Communications Hourly Rates
Managing Consultant $365.00
Executive Consultant/SVP, PR/Marcom $265.00
Senior Accountant Director $170.00
Account Director $155.00
Senior Comms Executive $155.00
Communications Executive $130.00
Communications Associate $100.00
Project Management $115.00
Administrative Support $35.00
Creative Director $155.00
Senior Designer $135.00
Designer $115.00
Web Developer $130.00
iv. Video Production Rates
Pre‐Production: Coordination, client meetings, shoot setup, talent review, site surveys, etc.
HOURLY RATE DAY RATE
Producer $81.25 $650.00
Associate Producer $62.50 $500.00
Scriptwriting $62.50 $500.00
Production: Shoots
Director $100.00 $800.00
Videography w/Operator Full Day $1,200.00
Videography w/Operator Half Day $700.00
Drone w/Operator Full Day $1,000.00
Drone w/Operator Half Day $600.00
Steadicam w/Operator Full Day $1,500.00
Steadicam w/Operator Half Day $1,000.00
TelePrompTer w/Operator Full Day $500.00
TelePrompTer w/Operator Half Day $385.00
Audio Technician $62.50 $500.00
Production Assistant/Grip, etc. $43.75 $350.00
Post‐Production: Edit, Graphics and Video Completion
Video editing, with editor $130.00
Video graphics/2D Animation $150.00
Needle drop music $40.00
Video archiving/mastering $130.00
Captioning $95.00
Transcription $25.00
OAKLAND COUNTY COMPLIANCE OFFICE – PURCHASING
CONTRACT NUMBER 005789
Page 42
Rev 6/7/2019
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COMPLIANCE OFFICE
PURCHASING
Compliance Office | Purchasing
248-858-0511 | purchasing@oakgov.com
v. Hourly rates for all staff classifications
TEAM MEMBER ROLE AREA(S) OF EXPERTISE
Michelle Franzen Martin
Hourly rate: $155
Account Director Project lead, integrated marketing efforts
(PR, writing, etc.)
Rich Donley
Hourly rate: $265
SVP,PR/Marketing
Communications
Message Development, Crisis Planning
Todd Height
Hourly rate: $190
VP, Business Strategy &
Development
Fundraising strategies and related tasks
Paul Lukasiewicz
Hourly rate: $155
Creative Director Creative direction, branding
Jared Bauman
Hourly rate: $80‐$150
Senior Editor, Videographer,
Producer (Hourly rate range
reflects different roles for the
service provided)
Fundraising strategies and related tasks
Erica Bush Stamatoulakis
Hourly rate: $115
Project Manager Project management, timelines, as‐needed
PR/writing
Patricia Radice
Hourly rate: $155
Senior Communications Executive Strategic writing and public relations
Marlise Franz
Hourly rate: $115
Graphic Designer Graphic design, branding
Paige Blessman
Hourly rate: $115
Communications Executive Writing and public relations
vi. Miscellaneous charges
Mileage, if applicable (mileage is typically not charged for travel within southeast Michigan), will be
invoiced at the current IRS standard rate per mile.
All third‐party expenses (printing, etc.) that are billed through MCCI will be invoiced to the County
at cost plus 15%. Should the County prefer direct billing from any third‐party sources/vendors, the
mark‐up can be mitigated.
AMENDMENT OF CONTRACT 008620
Page 1 Rev 2022/05/11
PARKS AJK
AMENDMENT OF CONTRACT 008620
AMENDMENT 03
AMENDMENT DATE: July 26, 2023
This AMENDMENT OF CONTRACT (hereafter this "Amendment") is made and entered into by and between the
Contractor named and identified below, (hereafter “Contractor”) and the COUNTY OF OAKLAND (hereafter
“County”) whose address is 2100 Pontiac Lake Rd, Waterford, MI 48328.
CONTRACTOR ADDRESS
Mort Crim Communications Inc
155 W Congress St Ste 501
Detroit, MI 48226 Vendor Number: 404
The County and Contractor agree and acknowledge that the purpose of this Amendment is to modify as
provided herein and otherwise continue the present contractual relationship between the Parties as described
in their current contract with the same contract number as above.
In consideration of the extension of the mutual promises, representations, assurances, agreements, and
provisions in the Contract and this Amendment, the adequacy of which is hereby acknowledged by the Parties,
the County and Contractor hereby agrees to amend the current Contract as follows:
1.0 The County and Contractor agree that any and all defined words or phrases in the current Contract
between the parties will apply equally to and throughout the amendment.
2.0 The Parties agree that any and all other terms and conditions set forth in the current Contract
between the Parties shall remain in full force and effect and shall not be modified, excepted,
diminished, or otherwise changed or altered by this Amendment except as otherwise expressly
provided for in this Amendment.
3.0 Description of Change:
Add $30,000.00 to the contract Not to Exceed amount.
Extend contract expiration date from 12/31/2022 to 8/31/2024
Add the following contract item(s) as described below:
1 – Oakland County Parks Commission Messaging and Communications Support @ $30,000 NTE
AMENDMENT OF CONTRACT 008620
Page 2 Rev 2022/05/11
For and in consideration of the mutual assurances, promises, acknowledgments, warrants, representations,
and agreements set forth in the Contract and this Amendment, and for other good and valuable consideration,
the receipt and adequacy of which is hereby acknowledged, the undersigned hereby execute this Amendment
on behalf of the County, and Contractor and by doing so legally obligate and bind the County and Contractor to
the terms and conditions of the Contract and this Amendment.
THE CONTRACTOR: SIGN / DATE:
Mort Crim Communications Inc
THE COUNTY OF OAKLAND: SIGN / DATE:
Scott N. Guzzy, CPPO, MBA, Purchasing Administrator
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