Sample Master PSC Template .docx

DOCX document 59 KB Posted

Attached to
School District Insurance Broker Agent of Record
Solicitation number
S-P34048-00018070
Issued by
Oregon

About this file

This is a Master Personal Services Contract template issued by the Beaverton School District in Oregon that establishes the general terms and conditions governing the provision of services to the District on an as-needed basis. The contract operates as a requirements-based agreement under which the District will authorize specific services through written Task Orders issued at its discretion, with no minimum purchase obligations. The District is not obligated to issue any Task Orders under the Master Contract. Work may not commence until a Task Order has been issued by the District. The contract start date is upon execution, with an end date to be specified in the final agreement. A non-mandatory pre-proposal conference for a School District Insurance Broker Agent of Record procurement is scheduled for 10:00 AM on Wednesday, October 7, 2026, conducted virtually via Microsoft Teams.

The contract template does not specify pricing terms within the document itself, as pricing will be established through individual Task Orders based on the Provider's proposal pricing submitted with the original solicitation response. Compensation is contingent upon service delivery and acceptance by the District, with invoices requiring the contract number and submitted to the District's Accounts Payable department within 30 days of receipt for payment processing within 30 days thereafter. The Provider is classified as an independent contractor responsible for all applicable federal and state taxes, workers' compensation, and comprehensive insurance coverage including general liability ($1,000,000 minimum), professional liability ($1,000,000 minimum), cyber liability ($2,000,000), and sexual abuse/molestation coverage ($1,000,000 per occurrence/$3,000,000 aggregate). Providers must comply with FERPA, all applicable federal and state laws including civil rights statutes, background check requirements for any unsupervised student contact, and public health requirements as mandated during the contract term.

View the file

Other files

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file

Text version

EXHIBIT A – BEAVERTON SCHOOL DISTRICT PERSONAL SERVICES CONTRACT GENERAL TERMS AND CONDITIONS

MASTER PERSONAL SERVICES CONTRACT
This Contract is made and entered into by and between:Contract No:
(“Provider”)
Beaverton School District (“District”)

1260 NW Waterhouse Avenue Beaverton, Oregon 97006 Attention: Procurement and Contracting

Provider and District are each a “Party” and together the “Parties.”

SCOPE OF WORK: Provider shall provide the District with the following services: [insert Scope of Work] (“Work”). Work is further described in Exhibit “B,” hereby attached and incorporated by reference.

SUPERSEDING EFFECT: There are no covenants, promises, contracts, conditions or understandings between the Parties, either oral or written, other than those contained in this Contract. This Contract and all exhibits and attachments hereto together constitute the entire Contract between the Parties (listed in order of precedence: 1) Amendments to this Contract; 2) This Contract, including Exhibit A, Terms and Conditions; 3) Exhibit B, Statement of Work, and 4) Future Task Orders.

Any Provider Response (proposals) attached to this Contract is incorporated solely for: (i) any statement of fees and schedule that is consistent with the terms of the District solicitation, this Contract and Exhibit A to this Contract and (ii) any statement of Provider’s and its subcontractors’ scope of services that is consistent with the remainder of this Contract, or that provides basic services in addition to those stated in this Contract. (iii) No other provisions of any proposal are part of this Contract, including, without limitation any purported limitation on liability. (iv) To the extent that a proposal term otherwise conflicts with the terms of this Contract or is not included in this Contract, such proposed terms are void and are expressly and wholly subject to the terms of this Contract. (v) In the event of overlap or inconsistency between the provisions of such proposals and the other terms of this Contract, the provision that provides a better quality or quantity of service to the District shall control.

TASK ORDER AUTHORIZATION: Provider shall perform the “Work” required under this Contract. The District will authorize services through a written Task Order(s) issued on a requirements basis. No Work shall begin until a Task Order has been issued by the District. Each Task Order will identify the applicable services, pricing, and period of performance.

The District is not obligated to issue any Task Orders or purchase any minimum quantity of services under this Contract.

CONSIDERATION: Provider shall perform and deliver the Work required on an as-needed basis, in consideration for which the District agrees to pay for the Work in a manner further described in the Contract and pursuant to the proposal pricing. Individual Task Orders are required prior to any Work being performed and will be issued by the District on a requirements basis. The District is not required to make any purchases under this Contract.

CONTRACT START DATE: Upon Contract Execution CONTRACT END DATE: [insert date] [The Parties hereby acknowledge and ratify the Work, or a portion of the Work, was performed prior to the date of execution of the Contract; provided, however, no Work was performed prior to the Contract Start Date listed above.] DISTRICT REPRESENTATIVE: The District Representative for this Contract is: [Insert Name, Title, email address name@beaverton.k12.or.us, (503) 356-XXXX].

PROVIDER REPRESENTATIVE: The Provider Representative for this Contract is: [Insert Name, Title, Email Address, Phone Number]. The Provider Representative shall constitute the Provider’s point of contact for all notices and other matters related to this Contract.

In consideration of the mutual covenants, stipulations, and agreements, the Parties hereto do agree and acknowledge that they have read and understand this Contract and agree to be bound by its terms and conditions:

Beaverton School District:

Provider Name:

Contracting Authority Signature Date

Provider Authority Signature Date

Print Name Title

Print Name Title

Email Not a valid Contract until all signatories are complete Email Phone

This Contract is pursuant to Oregon Revised Statutes (ORS 279 A, B and C) and Beaverton School District Public Contracting Rules.

These terms and conditions apply to all purchases of services by or on behalf of the Beaverton School District unless specifically provided otherwise in writing.

1. Assignment. Provider shall not subcontract, assign, or transfer any of its interest in this Contract without the District’s prior written consent.

2. Contact with Students: All people performing Work on Provider’s behalf are subject to Law Enforcement Data System background check. Unless specifically requested by the District or required under this Contract, the Provider must not have unsupervised contact with students. Prior to having any unsupervised contact with students, Provider must pass a background check that includes being fingerprinted ($78.50 fee).

3. Compliance with Laws. Provider certifies that in performing this Contract they will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders. Provider expressly agrees to comply with: (i) Title VI and VII of the Civil Rights Act of 1964, as amended; (ii) Sections 503 and 504 of the Rehabilitation Act of 1973, as amended; (iii) the Americans with Disabilities Act of 1990, as amended, and ORS 659.425; (iv) Executive Order 11246, as amended; (v) The Age Discrimination in Employment Act of 1967, as amended, and the Age Discrimination Act of 1975, as amended; (vi) The Vietnam Era Veterans’ Readjustment Assistance Act of 1974, as amended; (vii) ORS Chapter 659, as amended; (viii) all regulations and administrative rules established pursuant to the foregoing laws; (ix) all other applicable requirements of federal and state civil rights and rehabilitation statutes, rules and regulations; and (x) all federal and state laws governing the handling, processing, packaging, storage, labeling, and delivery of food products, if applicable. All laws, regulations and executive orders applicable to the Contract are incorporated by reference where so required by law.

4. Changes. All amendments shall be pursuant to OAR 137-047-0800. The terms and conditions contained in this Contract may not be added to, modified, superseded or otherwise altered except by a written modification signed by an authorized representative of the District and Provider.

5. Force Majeure. Neither the District nor Provider shall be held responsible for delay or default caused by any contingency beyond their control, including, but not limited to war or insurrection, epidemic or pandemic, strikes or lockouts by the parties’ own employees, walkouts by the Parties’ own employees, fires, natural calamities, riots, or demands or requirements of governmental agencies other than the District.

6. Activities away from and/or after normal school hours. In the performance of the Provider’s services neither the District nor its employees will be regarded as having assumed and exercised control over the transportation or supervision of students so as to incur any liability in case of injury to the students. Provider assumes responsibility and control of students during all activities in performance of contracted services.

7. Governing Law. The laws of the State of Oregon shall govern this Contract. Any action or suit commenced in connection with this Contract shall be in the Circuit Court of Washington County or the Federal District Court for Oregon. The prevailing party shall be entitled to reasonable attorneys’ fees and costs as awarded by the Court, including any appeal. All rights and remedies of District and Provider shall be cumulative and may be exercised successively or concurrently.

8. Indemnification and Hold Harmless. Except for claims arising out of acts caused by the sole negligence of the District, its Administrators or employees, the Provider agrees to indemnify and hold harmless the District and its board members, administrators, teachers, employees and agents, from acts or omissions of any nature whatsoever of the Provider, its agents, servants and employees, causing injury to, or death of person(s) or damage to property during the term of this Contract, and from any expense incident to the defense of the District therefrom. The Provider agrees to indemnify and hold harmless the District and its board members, administrators, teachers, employees and agents, from and to defend it against any and all claims arising from the purchase, installation, and/or use of the equipment, articles and/or materials which are the subject of this Contract.

9. Independent Contractor. The services provided under this Contract are those of an independent contractor. Provider is not an officer, employee or agent of the District. Although the District reserves the right (i) to determine (and modify) the delivery schedule for the Work to be performed and (ii) to evaluate the quality of the completed performance, the District cannot and will not control the means or manner of Provider's performance.

10. Insurance. Provider shall purchase and maintain:

a. WORKER'S COMPENSATION as required by law.

b. EMPLOYER'S LIABILITY in the minimum amount of $1,000,000, when the Provider has one or more employees performing services under the Contract.

c. COMPREHENSIVE AUTOMOBILE LIABILITY including owned, non- owned and hired vehicles: $1,000,000 Combined Single Limit Bodily Injury and Property Damage any one occurrence and in the aggregate.

d. COMMERCIAL GENERAL LIABILITY to include premises operations, independent Providers, products/completed operations, and blanket contractual, occurrence-based policy: $1,000,000 per Single Limit Bodily Injury, Property Damage, and personal injury any one occurrence and $2,000,000 in the aggregate.

e. PROFESSIONAL LIABILITY. Provider shall maintain in force during the duration and through completion of this Contract (and, if it is a claims made policy, for one year following completion of the project) a professional liability policy, in the minimum amount of $1,000,000.

f. SEXUAL ABUSE/MOLESTATION. Limits not less than $1,000,000 per occurrence and $3,000,000 aggregate. This insurance shall cover bodily injury, emotional distress, or mental anguish related to any claim, cause of action, or liability associated with child molestation or sexual abuse. The coverage may be provided as an endorsement to the Commercial General Liability policy or under a separate policy. The policy must be written on an "occurrence" basis and not on a "claims-made" or "claims-made and reported" basis. Any retroactive date or prior acts exclusion must predate both the effective date of this agreement and any earlier commencement of services. The policy shall have an extended reporting period of not less than two years following the termination of the Contract.

g. CYBER LIABILITY. Provider shall maintain Cyber Liability insurance with limits of not less than $2,000,000 for each claim and in the aggregate. Such policy shall include coverage for cyber liabilities including network security and privacy liability and related fines and penalties imposed. Coverage shall be maintained for a period of two (2) years following the termination of the Contract.

h. TECHNOLOGY ERRORS & OMISSIONS. Provider shall maintain Technology Errors and Omissions insurance in the amount of not less than $2,000,000 for each claim and in the aggregate. Such policy shall provide coverage for claims arising out of the services provided by the vendor and/or its subcontractors. Coverage shall be maintained for a period of two years following the termination of the Contract.

i. CERTIFICATES OF INSURANCE. The District, its employees, officials, and agents shall be named as an Additional Insured on general liability and automobile policies and shall be provided a copy of the additional insured endorsement. Such insurance shall be primary. Certificates of Insurance shall be issued, prior to the commencement of the Contract, to risk@beaverton.k12.or.us Beaverton School District, Attn: Risk Department, 1260 NW Waterhouse Ave, Beaverton, OR 97006. Such insurance shall be maintained in full force and effect throughout the entire term of the Contract and any extensions thereto. The Provider agrees to pay for the insurance specified and agrees to provide the District with a 30 days’ notice of cancellation if non-renewal occurs during the Contract period. Insurance companies must have a minimum of an A rating.

j. The District reserves the right to require additional insurance which will be delineated in an attachment to this Contract.

11. Ownership of Work Product. All work product of Provider that results from this Contract is the exclusive property of the District. Provider hereby irrevocably assigns to the District all of its right, title, and interest in and to any and all of the work product, whether arising from copyright, patent, trademark, trade secret, or any other state or federal intellectual property law or doctrine. Provider forever waives any and all rights relating to the work product including any and all rights arising under Title 17 U.S.C. §106A or any other rights of identification of authorship or rights of approval, restriction or limitation on use or modifications.

12. Representations. Provider represents and warrants to the District that (1)Provider has the power and authority to enter into and perform this Contract; (2)the Work under this Contract shall be performed in a good and workmanlike manner and in accordance with the highest professional standards; (3)Provider shall, at all times during the term of this Contract, be qualified, professionally competent, and duly licensed to perform the Work.

13. Responsibility for Taxes and Withholding. Provider shall be responsible for all federal or state taxes applicable to compensation paid to Provider under this Contract. The District will not withhold from such compensation any amount(s) to cover Provider's federal or state tax obligations. Provider is not eligible for any social security, unemployment insurance, or workers' compensation benefits from compensation paid to Provider under this Contract.

14. Severability. If any provision of this Contract is declared by a court of competent jurisdiction to be illegal or in conflict with any law, the validity of the remaining terms and provisions shall be construed and enforced as if the Contract did not contain the particular provision held to be invalid.

15. Termination.

a. Termination for Convenience. This Contract may be terminated at any time by mutual written consent of the parties, or the District may, at its sole discretion, terminate this Contract, in whole or in part, upon 30 days’ notice to Provider.

b. The District's Right to Terminate for Cause. The District may terminate this Contract, in whole or in part, immediately upon notice to Provider, or at such later date as the District may establish in such notice, upon the occurrence of any of the following events:

(i) The District fails to receive funding, or appropriations, limitations or other expenditure authority at levels sufficient to pay for Provider's Work;

(ii) Federal or state laws, regulations or guidelines are modified or interpreted in such a way that either the Work under this Contract is prohibited, or the District is prohibited from paying for such Work from the planned funding source;

(iii) Provider no longer holds any license or certificate that is required to perform the Work; or

(iv) Provider commits any material breach or default of any covenant, warranty, obligation or Contract under this Contract, fails to perform the Work under this Contract within the time specified herein or any extension thereof, or so fails to pursue the Work as to endanger Provider's performance under this Contract in accordance with its terms, and such breach, default or failure is not cured within 10 business days after delivery of the District's notice, or such period as the District may specify in such notice.

c. Provider's Right to Terminate for Cause. Provider may terminate this Contract upon 30 days' notice to the District if the District fails to pay Provider pursuant to the terms of this Contract and the District fails to cure within 30 business days after receipt of Provider's notice.

d. Enforcement. Termination under any provision of this Contract shall not extinguish or prejudice the District’s right to enforce this Contract with respect to any breach of a Provider warranty or any defect in or default of Provider’s performance that has not been cured, including any right of the District to indemnification by Provider. If this Contract is so terminated, Provider shall be paid in accordance with the terms of the Contract for services rendered and accepted.

e. Remedies. In the event of termination pursuant to above, Provider's sole remedy shall be a claim for the sum designated for accomplishing the Work multiplied by the percentage of Work completed and accepted by the District, less previous amounts paid. If previous amounts paid to Provider exceed the amount due to Provider under this subsection, Provider shall pay any excess to the District upon demand.

f. Provider's Tender Upon Termination. Upon receiving a notice of termination of this Contract, Provider shall immediately cease all activities under this Contract, unless the District expressly directs otherwise in such notice of termination. Upon termination of this Contract, Provider shall deliver to the District all documents, information, works-in-progress and other property that are or would be deliverables had the Contract been completed.

g. Limitation of Liabilities. Neither party shall be liable for (i) any indirect, incidental, consequential or special damages under the Contract or (ii) any damages of any sort arising solely from the termination of this Contract in accordance with its terms.

16. Confidential information. Provider acknowledges that it or its employees, subcontractors, or agents may, in the course of performing their responsibilities under this Contract, be exposed to or acquire information that is the Confidential Information of District or the District’s clients. Any and all information provided by District and marked confidential, or identified as confidential in a separate writing, that becomes available to Provider or its employees, subcontractors, or agents in the performance of this Contract shall be deemed to be confidential information of District (“Confidential Information”). Any reports or other documents or items, including software, that result from Provider’s use of the Confidential Information and any Work Product that District designates as confidential are deemed Confidential Information. Confidential Information shall be deemed not to include information that: (a) is or becomes (other than by disclosure by Provider) publicly known; (b) is furnished by District to others without restrictions similar to those imposed by this Contract; (c) is rightfully in Provider’s possession without the obligation of nondisclosure prior to the time of its disclosure under this Contract; (d) is obtained from a source other than the District without the obligation of confidentiality; (e) is disclosed with the written consent of the District; or (f) is independently developed by employees or agents of Provider who can be shown to have had no access to the Confidential Information.

1. NON-DISCLOSURE. Provider agrees to hold Confidential Information in strict confidence, using at least the same degree of care that Provider uses in maintaining the confidentiality of its own confidential information, and not to copy, reproduce, sell, assign, license, market, transfer or otherwise dispose of, give, or disclose Confidential Information to third parties or use Confidential Information for any purposes whatsoever other than the provision of Services to the District under this Contract, and to advise each of its employees, subcontractors, and agents of their obligations to keep Confidential Information confidential. Provider shall use its best efforts to assist the District in identifying and preventing any unauthorized use or disclosure of any Confidential Information. Without limiting the generality of the foregoing, Provider shall advise the District immediately in the event Provider learns or has reason to believe that any person who has had access to Confidential Information has violated or intends to violate the terms of this Contract and Provider will at its expense cooperate with the District in seeking injunctive or other equitable relief in the name of the District or Provider against any such person. Provider agrees that, except as directed by the District, Provider will not at any time during or after the term of this Contract disclose, directly or indirectly, any Confidential Information to any person, except in accordance with this Contract, and that upon termination of this Contract or at the District’s request, Provider will turn over to the District all documents, papers, and other materials in Provider's possession that embody Confidential Information.

1. INJUNCTIVE RELIEF. Provider acknowledges that breach of this Section, including disclosure of any Confidential Information, will give rise to irreparable injury to the District that is inadequately compensable in damages. Accordingly, the District may seek and obtain injunctive relief against the breach or threatened breach of this Section, in addition to any other legal remedies that may be available. Provider acknowledges and agrees that the covenants contained herein are necessary for the protection of the legitimate business interests of the District and are reasonable in scope and content.

17. FERPA. a. Provider is hereinafter considered to be “other school officials” within the meaning of FERPA. A school official is a person or company with whom the District has contracted to perform a special task and who has a legitimate educational interest in the records they have access to.

b. Provider agrees to comply with both FERPA and corresponding Oregon law respecting student education records. Personally identifiable information obtained from the District by the Provider in the performance of their services:

(i) will not be disclosed to third parties, except as expressly provided for in FERPA §§99.31, without signed and dated written consent of the student, or if the student is under eighteen (18) years of age, signed and written consent of the student’s parents/guardians and (ii) will be used only to fulfill the Provider’s responsibilities under this Contract.

c. The District will provide Provider with access to protected student educational information for one (1) representative designated by Provider and agreed upon by the District. If the Provider must replace any designated representative, Provider must notify the District and receive written District approval of substituted personnel.

d. Access: The District will provide Provider’s representatives with badge and security access to all designated schools. Provider shall have access to a staff login, email, OrSPED, Synergy, ParentVue, Employee Intranet access, and Google Drive to be determined, approved and supervised by the District’s Information Technology Division. Provider’s employees that are working at the District in performance of duties required under this contract are required to take the staff required course program titled "Safe Schools”.

e. Limitations on Access: The District will only provide access to students whose parents have signed an informed consent document. Copies of these documents must be given to the District Representative for this contract.

18. Provider agrees to comply with both FERPA and corresponding Oregon law respecting student education records. Personally identifiable information obtained from the District by the Provider in the performance of their services: (i) will not be disclosed to third parties, except as expressly provided for in FERPA §99.31, without signed and dated written consent of the student, or if the student is under eighteen (18) years of age, signed and dated consent from the student’s parents or guardians and (ii) will be used only to fulfill the Provider’s responsibilities under this Contract.

19. Federal Grant Regulations. When this Contract is marked as federally funded, Provider must follow the additional terms and conditions under 2 C.F.R § 200.326 and 2 C.F.R part 200.

20. Waiver. No failure of either party to exercise any power given to it hereunder or to insist upon strict compliance by the other party with its obligations hereunder, and not custom or practice of the parties at variance with the terms hereof, nor any payment under this Contract shall constitute a waiver of either party’s right to demand exact compliance with the terms hereof.

21. Suspension of Services. The District may suspend Provider’s right/obligation to provide services without prior notice to the Provider, and at the sole discretion of the District, in the event of a declared or de facto condition which makes continued provision of the services to be not in the best interests of the District. The District will not be obligated to pay for services not provided.

22. Public Health Requirements. The Provider shall comply with any federal, state, county, District, and/or other public health authorities’ rules, requirements, procedures, and guidelines that are in effect during the term of the Contract. This requirement shall survive the Contract to the extent applicable.

23. Counterparts. This Contract may be executed in several counterparts (electronic or otherwise), each of which shall be an original, all of which shall constitute the same instrument.

24. Invoicing. Payment will be made within 30 days of receipt of a properly completed invoice for services delivered that includes the Contract number. Invoices will not be processed until services are delivered. Provider shall include the District Contract number on all invoices and shall submit invoices to Accounts Payable via email to: ap@beaverton.k12.or.us.

- END (last revised 10/1/21)-image1.png

File details come from the government source that posted it. Updated .