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Koerlin Associates (KA) is a value-oriented practice.

To this end all KA professional service retainers must
and will include the following client protections:

  •  A detailed scope of work
  • A fixed project end date
  • A not-to-exceed estimate for professional services
  •  No contingency billing
  •  Pricing based on a detailed estimate of hours
  • Project milestones dates
  • Project milestone client meetings
  • Approved time/fee revisions at milestones
  • Client ability to terminate the retainer at any
  • Charge for services only to the termination date

Vendor Relations and Selection

Many contracts for professional services include the
design, purchase and implementation of complex and
sometimes expensive information and process hardware,
network, and software-based systems.  

KA is committed to no specific vendors and has no financial relations
with any vendor.  Initial vendor considerations,
vendor evaluations, price and service negotiations,
and the ultimate vendor selection will be covered by
comprehensive RFI and RFP documentation.  

As a client protection and to ensure continuity once the retainer
has been completed, KA clients are required to provide
the appropriate level representation and participation
in the RFI and RFP processes for the selection of
complex systems.  

Should any business relationship between KA and a vendor arise
the client will be notified and appropriate client-approved safeguards
will be put in place.

Koerlin Associates
231 Market Place, Suite 198
San Ramon, CA 94583
Phone: 209-962-1175