HomeMy WebLinkAbout2013-028 Contract - Evergreen Job & Safety
Contract for Safe Training
C I T Y OF CONTRACTOR: Evergreen Job & Safety Training
ASHLAND
20 East Main Street CONTACT: Douglas Lindstrom, President
Ashland, Oregon 97520 ADDRESS: 309 Knoch Avenue, Susanville, CA 96130
Telephone: 541/488-6002
Fax: 541/488-5311 TELEPHONE: 530-257-7812, Cell 530-251-7743
DATE AGREEMENT PREPARED: January 2, 2013 FAX: 530-257-8266
BEGINNING DATE: January 1, 2013 COMPLETION DATE: December 31, 2014
.COMPENSATION:: Public Works Electric Department
January 2013 to June 2013 $2,000.78/Month $1,953.95/Month
July 2013 to June 2014 $2,080.81/Month $2,032.11 /Month
Jul 2014 to December 2014 $2,164.04/Month $2,113.39/Month
SERVICES TO BE PROVIDED: Safety Training Classes and Job Observations (crew audits) per the RFP and
Evergreen's proposal attached as Exhibit C. Contract approved b Council December 18, 2012.
ADDITIONAL TERMS: Contract term is two (2) years with.the option to renew the contract annually for up to
three additional ears for a maximum term of five 5 ears. Contract approved b Council 12/18/2012.
FINDINGS:
Pursuant to AMC 2.50.120, after reasonable inquiry and evaluation, the undersigned Department Head finds and
determines that: (1) the services to be acquired are personal services; (2) the City does not have adequate personnel nor
resources to perform the services; (3) the statement of work represents the department's plan for utilization of such
personal services; (4) the undersigned consultant has specialized experience, education, training and capability sufficient
to perform the quality, quantity and type of work requested in the scope of work within the time and financial constraints
provided; (5) the consultant's proposal will best serve the needs of the City; and (6) the compensation negotiated herein
is fair and reasonable.
NOW THEREFORE, in consideration of the mutual covenants contained herein the CITY AND CONSULTANT AGREE as
follows:
1. Findings / Recitations. The findings and recitations set forth above are true and correct and are incorporated herein
by this reference.
2. All Costs by Consultant: Consultant shall, at its own risk and expense, perform the personal services described
above and, unless otherwise specified, furnish all labor, equipment and materials required for ttie proper performance
of such service.
3. Qualified Work: Consultant has represented, and by entering into this contract now represents, that all personnel
assigned to the work required under.this contract are fully qualified to perform the service to which they will be
assigned in a skilled and worker-like manner and, if required to be registered, licensed or bonded by the State of
Oregon, are so registered, licensed and bonded.
4. Completion Date: Consultant shall start performing the service under this contract by the beginning date indicated
above and complete the service by the completion date indicated above.
5. Compensation: City shall pay Consultant for service performed, including costs and expenses, the sum specified
above. Payments shall be made within 30 days of the date of the invoice. Should the contract be prematurely
terminated, payments will be made for work completed and accepted to date of termination.
6. Ownership of Documents: All documents prepared by Consultant pursuant to this contract shall be the property of
City. ,
7. Statutory Requirements: ORS 279C.505, 279C.515, 279C.520 and 279C.530 are made part of this contract.
8. Living Wage Requirements: If the amount of this contract is $19,494 or more, Consultant is required to comply with
chapter 3.12 of the Ashland Municipal Code by paying a living wage, as defined in this chapter, to all employees
performing work under this contract and to any Subcontractor who performs 50% or more of the service work under
this contract. Consultant is also required to post the notice attached hereto as Exhibit B predominantly in areas where
it will be seen by all employees.
9. Indemnification: Consultant agrees to defend, indemnify and save City, its officers, employees and agents harmless
from any and all losses, claims, actions, costs, expenses, judgments, subrogations, or other damages resulting from ?
injury to any person (including injury resulting in death), or damage (including loss or destruction) to property, of
whatsoever nature arising out of or incident to the performance of this contract by Consultant (including but not
limited to. Consultant's employees, agents, and others designated by Consultant to perform work or services
attendant to this contract). Consultant shall not be held responsible for any losses, expenses, claims, subrogations,
actions, costs, judgments, or other damages, directly, solely, and proximately caused b the ne li ence of City.
Contract for Safety Training, Page 1 of 5
10. Termination:
a. Mutual Consent. This contract may be terminated at any time by mutual consent of both parties.
b. City's Convenience. This contract may be terminated at any time by City upon 30 days' notice in writing
and delivered by certified mail or in person.
C. For Cause. City may terminate or modify this contract, in whole or in part, effective upon delivery of
written notice to Consultant, or at such later date as may be established by City under any of the following i
conditions:
i. If City funding from federal, state, county or other sources is not obtained and continued at levels
sufficient to allow for the purchase of the indicated quantity of services;
ii. If federal or state regulations or guidelines are modified, changed, or interpreted in such a way
that the services are no longer allowable or appropriate for purchase under this contract or are
no longer eligible for the funding proposed for payments authorized by this contract; or
iii. If any license or certificate required by law or regulation to be held by Consultant to provide the
services required by this contract is for any reason denied, revoked, suspended, or not renewed.
d. For Default or Breach.
i. Either City or Consultant may terminate this contract in the event of a breach of the contract by
the other. Prior to such termination the party seeking termination shall give to the other party
written notice of the breach and intent to terminate. If the party committing the breach has not
entirely cured the breach within 15 days of the date of the notice, or within such other period as
the party giving the notice may authorize or require, then the contract may be terminated at any
time thereafter by a written notice of termination by the party giving notice.
ii. Time is of the essence for Consultant's performance of each and every obligation and duty under
this contract. City by written notice to Consultant of default or breach may at any time terminate
the whole or any part of this contract if Consultant fails to provide services called for by this
contract within the time specified herein or in any extension thereof.
iii. The rights and remedies of City provided in this subsection (d) are not exclusive and are in
addition to any other rights and remedies provided by law or under this contract.
e. Obligation/Liability of Parties. Termination or modification of this contract pursuant to subsections a, b, or
c above shall be without prejudice to any obligations or liabilities of either party already accrued prior to such
termination or modification. However, upon receiving a notice of termination (regardless whether such notice is
given pursuant to subsections a, b, c or d of this section, Consultant shall immediately cease all activities under
this contract, unless expressly directed otherwise by City in the notice of termination. Further, upon termination,
Consultant shall deliver to City all contract documents, information, works-in-progress and other property that are
or would be deliverables had the contract been completed. City shall pay Consultant for work performed prior to
the termination date if such work was performed in accordance with the Contract.
11. Independent Contractor Status: Consultant is an independent contractor and not an employee of the City.
Consultant shall have the complete responsibility for the performance of this contract. Consultant shall provide
workers' compensation coverage as required in ORS Ch 656 for all persons employed to perform work pursuant to
this contract. Consultant is a subject employer that will comply with ORS 656.017.
12. Assignment and Subcontracts: Consultant shall not assign this contract or subcontract any portion of the work
without the written consent of City. Any attempted assignment or subcontract without written consent of City shall be
void. Consultant shall be fully responsible for the acts or omissions of any assigns or Subcontractors and of all ij
persons employed by them, and the approval by City of any assignment or subcontract shall not create any
contractual relation between the assignee or subcontractor and City.
13. Default. The Consultant shall be in default of this agreement if Consultant: commits any material breach or default 'i
of any covenant, warranty, certification, or obligation it owes under the Contract; its QRF status pursuant to the QRF
Rules or loses any license, certificate or certification that is required to perform the Services or to qualify as a QRF if .j
consultant has qualified as a QRF for this agreement; institutes an action for relief in bankruptcy or has instituted
against it an action for insolvency; makes a general assignment for the benefit of creditors; or ceases doing business
on a regular basis of the type identified in its obligations under the Contract; or attempts to assign rights in, or
delegate duties under, the Contract.
14. Insurance. Consultant shall at its own expense provide the following insurance:
a. Worker's Compensation insurance in compliance with ORS 656.017, which requires subject employers to
provide Oregon workers' compensation coverage for all their subject workers
b. Professional 'a ' surance with a combined single limit, or the equivalent, of not less than Enter one,
$200,000, $500,00 1 000 00 $2,000,000 or Not Applicable for each claim, incident or occurrence. This is to
cover damages cau or, omission or negligent acts related to the professional services to be provided
under this contract.
C. General Liabii' r-7asarce with a combined single limit, or the equivalent, of not less than Enter one:
$200,000, $500,000 1 000 000, 2,000,000 or Not Applicable for each occurrence for Bodily Injury and Property
Damage. It shall inc de- c ual liability coverage for the indemnity provided under this contract.
d. Automobile Li ' ance with a combined single limit, or the equivalent, of not less than Enter one: #
$200,000, $500,000 1 000 000, r Not Applicable for each accident for Bodily Injury and Property e,
Contract for Safety Training, Page 2 of 5
a
including coverage for owned, hired or non-owned vehicles, as applicable.
e. Notice of cancellation or change. There shall be no cancellation, material change, reduction of limits or
intent not to renew the insurance coverage(s) without 30 days' written notice from the Consultant or its insurer(s) to
the City.
f. Additional Insured/Certificates of Insurance. Consultant shall name The City of Ashland, Oregon, and its
elected officials, officers and employees as Additional Insureds on any insurance policies required herein but only
with respect to Consultant's services to be provided under this Contract. The consultant's insurance is primary and
non-contributory. As evidence of the insurance coverages required by this Contract, the Consultant shall furnish
acceptable insurance certificates prior to commencing work under this contract. The certificate will specify all of
the parties who are Additional Insureds. Insuring companies or entities are subject to the City's acceptance. If
requested, complete copies of insurance policies; trust agreements, etc. shall be provided to the City. The
Consultant shall be financially responsible for all pertinent deductibles, self-insured retentions and/or self-
insurance.
15. Governing Law; Jurisdiction; Venue: This contract shall be governed and construed in accordance with the laws
of the State of Oregon without resort to any jurisdiction's conflict of laws, rules or doctrines. Any claim, action, suit or
proceeding (collectively, "the claim") between the City (and/or any other or department of the State of Oregon) and
the Consultant that arises from or relates to this contract shall be brought and conducted solely and exclusively within
the Circuit Court of Jackson County for the State of Oregon. If, however, the claim must be brought in a federal
forum, then it shall be brought and conducted solely and exclusively within the United States District Court for the
District of Oregon filed in Jackson County, Oregon. Consultant, by the signature herein of its authorized
representative, hereby consents to the in personam jurisdiction of said courts. In no event shall this section be
construed as a waiver by City of any form of defense or immunity, based on the Eleventh Amendment to the United
States Constitution, or otherwise, from any claim or from the jurisdiction.
16. THIS CONTRACT AND ATTACHED EXHIBITS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN THE
PARTIES. NO WAIVER, CONSENT, MODIFICATION OR CHANGE OF TERMS OF THIS CONTRACT SHALL
BIND EITHER PARTY UNLESS IN WRITING AND SIGNED BY BOTH PARTIES. SUCH WAIVER, CONSENT,
MODIFICATION OR CHANGE, IF MADE, SHALL BE EFFECTIVE ONLY IN THE SPECIFIC INSTANCE AND FOR
THE SPECIFIC PURPOSE GIVEN. THERE ARE NO UNDERSTANDINGS, AGREEMENTS, OR
REPRESENTATIONS, ORAL OR WRITTEN, NOT SPECIFIED HEREIN REGARDING THIS CONTRACT.
CONSULTANT, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE, HEREBY ACKNOWLEDGES THAT
HE/SHE HAS READ THIS CONTRACT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND
CONDITIONS.
17. Nonappropriations Clause. Funds Available and Authorized: City has sufficient funds currently available and
authorized for expenditure to finance the costs of this contract within the City's fiscal year budget. Consultant
understands and agrees that City's payment of amounts under this contract attributable to work performed after the
last day of the current fiscal year is contingent on City appropriations, or other expenditure authority sufficient to allow
City in the exercise of its reasonable administrative discretion, to continue to make payments under this contract. In
the event City has insufficient appropriations, limitations or other expenditure authority, City may terminate this
contract without penalty or liability to City, effective upon the delivery of written notice to Consultant, with no further
liability to Consultant.
Certification. Consult t shall si n the certification attached hereto as Exhi it A and herein incorporated b reference.
oin-a-L City of Ashland
By By Si nature epartment Head
~AJti i'-'" 05dC .
Print Name Print Name
c D alcp 13
Title Date
W-9 One copy of a W-9 is to be submitted with
the signed contract. Purchase Order No.
j
i
s to form
r
Contract for Safety Training, Page 3 of 5
EXHIBIT A
CERTIFICATIONS/REPRESENTATIONS: Contractor, under penalty of perjury, certifies that (a) the
number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be
issued to it and (b) Contractor is not subject to backup withholding because (i) it is exempt from
backup withholding or (ii) it has not been notified by the Internal Revenue Service (IRS) that it is
ii
subject to backup withholding as a result of a failure to report all interest or dividends, or (iii) the IRS
has notified it that, it is no longer subject to backup withholding. Contractor further represents and
warrants to City that (a) it has the power and authority to enter into and perform the work, (b) the
Contract, when executed and delivered, shall be a valid and binding obligation of Contractor
enforceable in accordance with its terms, (c) the work under the Contract shall be performed in
accordance with the highest professional standards, and (d) Contractor is qualified, professionally
competent and duly licensed to perform the work. Contractor also certifies under penalty of perjury
that its business is not in violation of any Oregon tax laws, and it is a corporation authorized to act on
behalf of the entity designated above and authorized to do business in Oregon or is an independent
Contractor as defined in the contract documents, and has checked four or more of the following
criteria:
(1) 1 carry out the labor or services at a location separate from my residence or is in a
specific portion of my residence, set aside as the location of the business.
(2) Commercial advertising or business cards or a trade association membership are
purchased for the business.
(3) Telephone listing is used for the business separate from the personal residence listing.
(4) Labor or services are performed only pursuant to written contracts.
(5) Labor or services are performed for two or more different persons within a period of one
year.
(6) 1 assume financial responsibility for defective workmanship or for service not provided
as evidenced by the ownership of performance bonds, warranties, errors and omission
insurance or liability insurance relating to the labor or services to be provided.
Contr or (Date) `
Contract for Safety Training, Page 4 of 5
EVERGREEN JOB & SAFETY TRAINING
Douglas J. Lindstrom - President
309 Knoch Avenue, Susanville, Califomia 96130
Office Phone: (530) 257-7812 Office Fax: (530) 257-8266 Cell Phone: (530) 251-7743
July 25, 2012
City of Ashland Electric
90 N. Mountain Ave.
Ashland, OR 97520
Attn: Warren Dinapoli
Re: Safety Training Proposal
Dear Mr. Dinapoli:
I appreciate the opportunity to present you with this proposal.. As your Job and Safety Training
Instructor, I will be dedicated to providing you with the best possible service to meet the specific
needs of the City of Ashland Electric. This proposal is based on 12 programs per year for the next
three years, July 2012 through July 2015. Following is a break down of the price per year and the
price per month:
ELECTRIC DEPARTMENT:
Basic Rate for 16-20 Employees
~r
ul 1 2012 - Jul L-2013 no incre
Annual: $23,447.40
t • 1953.95
July 1, 2013 - July 1, 2014
Annual: $24,385.30
Monthly: $2,032.11
July 1, 2014 - July 1, 2015
Annual: $25,360.71
Monthly: $2,113.39
This includes all of my expenses, including Administration, Record Keeping, Program
Development, Travel, Lodging, Meals, etc. Certain additional Training Materials such as CPR/First
Aid and Traffic Control Training Manuals will be billed to you at my cost. I will discuss the cost of
these materials with you prior to supplying any of them to your employees.
If this proposal meets your approval, please sign and return one copy of the enclosed "Basic
Services Agreement". I look forward to serving you in this capacity. Please call if you have any
questions and thank you again for this opportunity.
Sincerely
las J.
Lindstrop`(~
g
PresidenvInstructor
i
EVERGREEN JOB & SAFETY TRAINING
Douglas J. Lindstrom - President
309 Knoch Avenue, Susanville, California 96130
Office Phone: (530) 257-7812 Office Fax: (530) 257-8266 Cell Phone: (530) 251-7743
July 25 2012
City of Ashland Public Works
90 N. Mountain Ave.
Ashland, OR 97520
Attn: Mike Morrison
Re: Safety Training Proposal
Dear Mr. Morrison:
I appreciate the opportunity to present you with this proposal. As your Job and Safety Training
Instructor, 1 will be dedicated to providing you with the best possible service to meet the specific
needs of the City of Ashland Public Works Department. This proposal is based on 12 programs per
year for the next three years, July 2012 through July 2015. Following is a break down of the price per
month and the price per year:
PUBLIC WORKS DEPARTMENT:
Basic Rate for-up-to
July 1, 201Y-July 1, 2013 (No Increase)
Annual: $24,009.36
Monthly: $2,000.78
July 1, 2013 - July 1, 2014
Annual: $24,969.73
Monthly: $2,080.81
July 1, 2014 - July 1, 2015
Annual: $25,968.52
Monthly: $2,164.04
This includes all of my expenses, including Administration, Record Keeping, Program
Development, Travel, Lodging, Meals, etc. Certain additional Training Materials such as CPR/First
Aid and Traffic Control Training Manuals will be billed to you at my cost. I will discuss the cost of
these materials with you prior to supplying any of them to your employees.
If this proposal meets your approval, please sign and return one copy of the enclosed "Basic
Services Agreement". I look forward to serving you in this capacity. Please call if you have any
questions and thank you again for this opportunity.
Sincerely,
Douglas J. L om
President/Instructor
EVERGREEN JOB & SAFETY TRAINING
Douglas J. Lindstrom - President
309 Knoch Avenue, Susanville, California 96130
Office Phone: (530) 257-7812 Office Fax: (530) 257-8266 Cell Phone: (530) 251-7743
PROPOSAL CONTENTS
Title Page/Cover Letter
To:
Kari Olson
Purchasing Representative
City of Ashland, Oregon
90 N. Mountain Avenue
Ashland, OR 97520
From:
Evergreen Job & Safety Training - Established in January of 2000
Douglas Lindstrom, President
309 Knoch Avenue
Susanville, CA 96130
Ph: 530-257-7812
Fx: 530-257-8266
Date: November 20, 2012
To Whom It May Concern:
Evergreen Job & Safety Training would be pleased to continue to work with the City of Ashland
Public Works and Electric departments. We have enjoyed working with you and are willing to
accommodate your needs as set forth in the RFP and as described in the attached proposal. We plan to
continue to conduct business in a straight forward, honest, and professional manner. We appreciate the
opportunity to present you with this proposal. Please call if you have any questions.
Warm Regards,
Doug Lindstrom
Table of Contents
Qualifications and Experience p3
Public Works Safety Training Classes & Timeline p4
Fee Schedule p4
Electric Department Classes & Timeline P5
Fee Schedule P5
Safety Training Classes Offered p6
References p7
Contract Terms & Conditions p7
Exhibit A pg
Exhibit B P9
Addendum 91 pgs 10-11
2
Qualifications and Experience
Evergreen Job & Safety training is committed to providing the best possible service at a reasonable
price. We provide an on-site safety training program that meets NEC, APPA, Federal and State OSHA
training requirements. We have an extensive Video Library and many programs to offer as you will
find below. We also offer: Accident Investigation, NRECA Accreditation Observation, Pole Climbing
Training, and a Safety Program, for Office Personnel.
Evergreen Job & Safety Training uses the Medic First Aid training program to teach CPRJFirst Aid,
Bloodbome Pathogens and Automated External Defibrillation. We are also certified as a Train-the-
Trainer for Medic First Aid. Other certifications we hold are: Certified Occupational Hearing
Conservationist (CAOHC), Accredited Observer Certification, 1910.269 Train-the-Trainer
Certification, Confined Space Entry Certification, and Supervisor Safety Training Certification.
Instructor: Doug Lindstrom
As an introduction, I would like to give you a little background. I have been providing Job and Safety
Training services as Evergreen Job & Safety Training since January, 2000. Prior to that, I retired from
over 25 years as a lineman/foreman to work for Ruralite Services from November, 1996 to December,
1999. I am currently working with 15 utilities/municipalities in California and Oregon. It is this
experience, in addition to the reputation that I have developed with my other clients, that ensures me
that I can give you a quality product for your investment.
As your Job and Safety Training Instructor, I am prepared to conduct one safety meeting a month for
the Electric Department and one meeting a month for the Public Works Department. The safety
meetings are typically in the mornings and the observations, inspections, etc. are performed in the
afternoons. I will work with the Supervisors to develop a course curriculum that meets the needs of
each department and law requirements. A typical meeting consists of:
1) Accidents and near misses - I bring any relevant accidents I hear of in the industry. They
are discussed with students and we draw whatever lessons may be learned from the real-life
incidents.
2) Lecture and discussion on selected topic (usually involves, handouts, Power Point slide
shows and relevant videos)
3) Hands-on training (if required for selected topic)
4) Job Observations - I either drop-in on jobs already in progress or go out with the crew. I
record my observations looking for any hazards or violations in a non-threatening manner.
Discussion takes place and I try to make it a learning experience for all involved. The
observations are then typed and sent to the company with pictures.
5) Building and Grounds Inspections performed as needed or requested. I inspect the property
looking for violations, safety hazards, or anything concerning. My findings are typed and
sent to the company with pictures.
I will supply needed training materials and my curriculum is in compliance with Org/OSHA,
Fed/OSHA, and NEC.
A "Course Tracking Form" is filled out at each class. The original is left with the company and I keep
a copy on file in my office.
3
Public Works Safety Training Classes and Timeline:
Thursday mornings 7-1 Oam (length varies depending on subject matter), followed by job observations
and inspections (as required and per request):
January 2012: CPR/First Aid (AM/PM Classes)
February 2012: CPR/First Aid (AM/PM Classes)
March 2012: Hand & Portable Power Tools
April 2012: To Be Determined
May 2012: Trench Safety/Job Observation
June 2012: To Be Determined
July 2012: Personal Protective Equipment/Job Observation
August 2012: To Be Determined
September 2012: ERPNault Rescue
October 2012: Confined Space
November 2012: Emergency Action Plan
December 2012: To Be Determined
Fee Schedule
Twelve (12) Programs presented on one day per month.
July 1, 2013
Basic Rate for up to 60 employees and twelve (12) Programs: $ 2,080.81 / Program
Yearly Total at $2,080.81/ Program for twelve (12) Programs: $ 24,969.72 / Year
Monthly Billing: $ 2,080.81 /Month -
The above rates are subject to a 4% annual increase set forth as follows:
July 1, 2014
Basic Rate for up to 60 employees and twelve (12) Programs: $ 2,164.04 / Program
Yearly Total at $2,164.04 / Program for twelve (12) Programs: $ 25,968.48 / Year
Monthly Billing: $ 2,164.04 / Month
The above rates are subject to a 4% annual increase set forth as follows:
July 1, 2015
Basic Rate for up to 60 employees and twelve (12) Programs: $ 2,250.60 / Program
Yearly Total at $2,250.60 / Program for twelve (12) Programs: $ 27,007.02 / Year
Monthly Billing: $ 2,250.60/Month
Cost of additional Employee Training Materials will be discussed and agreed to between Customer
and Evergreen prior to Evergreen supplying said materials.
4
Electric Department Classes and Timeline:
Friday mornings 7am-12pm (length varies depending on subject matter), followed by job observations
and inspections (as required and per request):
January 2012: CPR/First Aid
February 2012: Substation Training/Job Observation
March 2012: Flagging/Job Observation
April 2012: Grounding/Job Observation
May 2012: Trench Safety/Job Observation
June 2012: Capacitors/Job Observation
July 2012: Meter Installation/Job Observation
August 2012: Personal Protective Equipment/Job Observation
September 2012: ERP/Pole Top & Bucket Truck Rescue
October 2012: Confined SpaceNault Rescue
November 2012: Emergency Action Plan
December 2012: Hot Sticks & Personal Grounds Testing
Fee Schedule
Twelve (12) Programs presented on one day per month.
July 1, 2013
Basic Rate for 16 - 20 employees and twelve (12) Programs: $ 2,032.11 /Program
Yearly Total at $2,032.11/ Program for twelve (12) Programs: $ 24,385.32 / Year
Monthly Billing: $ 2,032.11 / Month
The above rates are subject to a 4% annual increase set forth as follows:
July 1, 2014
Basic Rate for 16 - 20 employees and twelve (12) Programs: $ 2,113.39 /Program
Yearly Total at $2,113.39 / Program for twelve (12) Programs: $ 25,360.68 / Year
Monthly Billing: $ 2,113.39 /Month
July 1, 2015
Basic Rate for 16 - 20 employees and twelve (12) Programs: $ 2,197.93 / Program
Yearly Total at $2,197.93 / Program for twelve (12) Programs: $ 26,375.16 / Year
Monthly Billing: $ 2,197.93 / Month
Cost of additional Employee Training Materials will be discussed and agreed to between Customer
and Evergreen prior to Evergreen supplying said materials.
5
Safety Training Classes/All Classes We Offer for Public Works and Electric Departments
GENERAL SAFETY TECHNICAL TRAINING
1. Electric Power Generation, Transmission 1. Fault Current
& Distribution 1910.269 (23 subjects). 2. Voltage Regulators & Controls
2. Personal Protective Equipment (PPE) 3. Rigging
3. Electrical Burns 4. Systems Protection
4. Workplace Violence 5. Meter Setting & Installation
5. Attitude & Safety Motivation 6. Transformer Connections
6. First Aid / CPR Care Plus -Adult / Child / Infant 7. Capacitors/Application & Installation
7. . First Aid / CPR - Adult 8. Underground/Grounding
8. Bloodbome Pathogens 9. Personal Grounds Testing
9. Ergonomics 10. Emergency Response Procedure (Pole Top
10. Back Safety Rescue/Bucket Truck Rescue/Vault Rescue)
11. Electrical Safety (General) 11. Substation Safety
12. Job Safety Observation 12. Switching Procedures
13. Flagging 13. Bucket Trucks/Trouble Shooting
14. Confined Space Permit Required Training 14. Insulation & Grounding
15. Hand & Portable Power Tools 15. Live Line Tools & Maintenance
16. Mock OSHA Inspections, 16. Lightning Arrestor Training
17. Loss Control 17. ExcavationBackhoe Safety
18. Safety Accreditation Assistance 18. Electrical Burns
19. Housekeeping (Trucks / Inside) 19. Boom Truck & Crane Safety
20. Rubber Gloving 20. Hot Stick & Personal Grounds Testing
21. NESC (1997 Edition) (Annual)
22. Accident Investigation
23. Chainsaw Safety
24. Powered Industrial Truck
25. Hazard Recognition
26. Hazard Assessments on Site
27. Safety & Job Briefing
28. Eye Safety
29. Dog Bite Prevention
30. Tree Trimming - (non-qualified / 7 subjects)
31. Tree Trimming - (qualified)
32. Fiber Optic Training
33. Stretching Program
34. Automated External Defibrillation
Training
6
References
The City of Healdsburg
Contact: Todd Weismann
Office: (707) 431-3341
City of Ukiah
Contact: Collin Murphy
Office: (707) 467-2971
City of Ashland Electric
Contact: Dave' Tygerson
Office: (541) 552-2307
Columbia Power Cooperative
Contact: Randy Sweek
Office: (541) 934-2311
Direct: (541) 934-2743
Midstate Electric
Contact: Steve Hess
Office: (541) 536-7239
Contract Terms and Conditions
Evergreen Job and Safety Training accepts the contract terms and conditions except for item 14d. We
offer to sign a declaration stating our vehicle is not used to perform work for the City of Ashland. Our
vehicle only provides transportation for the instructor to your facility. It is then parked while services
are provided. Additional automobile liability insurance is not required for the type of services that we
provide.
Evergreen Job and Safety Training also declares that it is eligible to participate in public procurement
activities. We have never been debarred, suspended, disqualified or otherwise lawfully precluded from
participating in any public procurement activity.
7
I
EXHIBIT A
Request for Proposals
SAFETY TRAINING
Proposal Form
The undersigned proposer submits this proposal in response to the City's Request for Proposals
(RFP) for Safety Training, released on October 25, 2012. The proposer warrants that proposer has
- carefully reviewed the RFP and that this proposal represents proposer's full response to the
requirements described in the RFP. The proposer further warrants that if this proposal is accepted,
the proposer will contract with the City, agrees to the terms and conditions found in the attached
contract and RFP or has submitted terms and conditions acceptable to the City, and will provide all
necessary labor, materials, equipment, and other means required to complete the work in
accordance with the requirements of the RFP and contract documents.
The proposer hereby acknowledges the requirement to carry or indicates the abiUty to obtain the
insurance required in the contract. Indicate in the affirmative by initialing here:
The proposer hereby acknowledges receipt of Addendum Nos. to this RFP.
Name of Proposer: 0 p )as L S +/p ev-t
Business Address: 30 a X n O G k, A've .
usa r, V• lle CA 130
Ce h
Telephone Number: S (-p ll t
Fax Number: ~3 0
Email Address: o)o,~j e e ~cJ~c ~n 5 a fa+y . c o m
Authorized Signature:
Printed/Ty ed Name: p o f a$ L n01 S ~'rp
Title: Tle s : e r+ f !s ~Sfi/✓c ro!
Date: I I~o2O~/ c~
RFP - Safety Training (Onsite for Public Works & Electric Utility Departments). 1 Pne~
EXHIBIT B
Certificate of Compliance
Compliance with Oregon Tax Laws:
In compliance with OAR 137-047-0260(2)(e), I hereby attest or affirm under penalty of perjury:
That I am authorized to act on behalf of the proposer in this matter, that I have authority and
knowledge regarding the payment of taxes, and that contractor is, to the best of my knowledge, not
in violation of any Oregon Tax Laws, as defined in ORS 305.380.
Compliance with Nondiscrimination Laws:
In compliance with ORS 279A.110(4), OAR 137-046-0210(2) and OAR 137-047-0260(2)(a)(E), I
hereby attest or affirm under penalty of perjury that I am authorized to act on behalf of proposer in
this matter, and to the best of my knowledge the proposer has not discriminated and will not
discriminate, in violation of ORS 279A.110(1), against a minority, women or emerging small
business enterprise certified under ORS 200.055 or against a business enterprise that is owned or
controlled by or that employs a disabled veteran as defined in ORS 408.225 in obtaining a required
subcontract.
Corporate Officer:
By: O 1
ignature
~o q a 5 L. n 06-t- 119 r
p Print Name
Title: T/eS~~P~ i` ~LnSfi/✓~FO/
Date: I Aa o //X
RFP - Safety Training (Onsite for Public Works & Electric Utility Departments) ~O q'L:,' Cl
Request for Proposal
SAFETY TRAINING
ADDENDUM #1'
The purpose of this addendum is to provide additional information and answers to questions that
have been received in response to this RFP.
uestion: Is it okay to present full day classes, or is there a preference to present half-day
sessions? (ie: 1 class over 2 days)
Answer: Public Works - 1-2 Hour training sessions are preferred.
Electric Utility - Meetings should be kept to under two hours. Certain material
may require a longer schedule, however it should be limited when possible.
Quest ion: PW - Boom Truck/Crane Safety - Do you have the make/model or pictures of the
equipment?
Answer: Public Works - There are no boom trucks in the Public Works fleet.
Cranes - 1/4 to 1/2 ton jib hoist cranes and trolley cranes up to 4 tons
Question: Electrical - Boom Truck/Crane Safety - Do you have the make/model or pictures
of the equipment?
Answer: 1998 Freightliner FL80
2003 International 4300, LRV55 Altec,
2000 Ford E350 w/Altec A200SV
2003 Ford F550 w/Altec AT 37G
2005 Ford F-550 Altec AT37G
2008 International Line Truck
2011 International Line Truck
Question: Job Observations - Is this for behavioral purposes or job hazard analysis?
Answer: Public Works-Both
Electric Utility - Hazard Analysis
Question: What level of training is required (initial level, awareness level, or refresher
level)?
Answer: Public Works - 90% Refresher, 10% Initial for new hires
Electric Utility - Awareness and refresher unless we have a new hire they may
need initial. (i.e. flagger certification)
RFP - Safety Training, Addendum #1 Y G~ 10
Additional information:
Late proposals will not be considered. No exceptions. It is recommended that you request
available delivery options for the City of Ashland and verify that your method of shipment will
arrive prior to the due date and time.
The following Workers' Compensation extraterritorial reciprocity information map is
being provided as additional information. If the successful proposer has employees, Workers'
Compensation insurance will need to be maintained during the term of the contract.
United States extraterritorial
reciprocity information map
Last updated: 8-21-12
http://www.cbs.state.or.us/wcd/``compliance/ecuZetmap.html
Please review, sign, and return this addendum with the RFP documents.
I acknowledge receipt of ADDENDUM #1.
Signed by: Ob 6 ~A~ Date: I I /o2O I1 Printed name: Oov 1&-s
L i BPS+~~ /tl
Title: P~eS,~P..~ ~T nfi~vc Fug
Firm: EVe!9/een Jo6+SG-(e-}yT/r~,/~ nr~
RFP - Safety Training, Addendum #I V~ 9 & I I
02/10/2012 17:21 FAX 2022834001 HAYS OF DC ® 001/001
OP ID: 08
CERTIFICATE OF LIABILITY INSURANCE M 02110112
Ov1m12
THIS CERTIFICATE IS ISSUED AS A MATER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE. HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED 13Y THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSIANG INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER
IMPORTANT: It 1110 cENiliteto holder Is an ADDITIONAL INSURED, the policy(iea) must be endorsed. H SUBROGATION IS WAIVED, subject to
the forms and conditions of it* policy. certain policies may roquiro an enclorsemem. A stahanord an this eortilleato does not wMor r1oMs to the
certificate holdorin now of ouch ondon iment s .
PROI%1CR 202.2634000 ~"C
Hays Affinity Solutions 202-2634001^prssS
1133 20th St. N.W.• Suite 450 -P."AAi'~O ~N' • _
Washington. DC 20036
Barry F. Peters
Mw - 5 WFPRIINB CGVRRACI NAICS
WWREO Evergreen JOD & Safety wsuru t _L!G sot London
Training -.Y.-~
wWao1l:
Douglas Lindstrom _ .
309 Kn0Ch Avenue wPJnc~+c'
SuAanvllle. CA 96130 wsutlER O:
wWRma:
COVERAGES CERTIFICATENUMSI:R: REVISION NUMBER:
THIS 1S TO CERTIFYTHAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO INC IKSURCO NAMED ABOVE POR Tr1C POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY ACQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMFNT WITH nfSPECr TO WHICH THIS
CCRTVCATC MAY oC G:uEO OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREON IS SUBJECT TO ALL THE TERMS.
EXCLUSIONS AN* CCN0ly10NS OF 54OT{ POLICIES. LIMITS SHOWN MAYHAVE BEEN R EOUCED BY PAID CLAMS.
- _I rv)F.Mw:I1MwNR AWCY MAIDt!R FI(,~1• PBLUW •-LMT.
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. GENERAL LASUTY iCN:r hi?M1 +FS".:f. 2.000.00
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A % Ge'Wal LIeNlay 1202MFA000QUO 02705n2 OZM5113 IPD+T•vua c;~•~r n,_u'. 11 2.BBO.00
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Il era nnmN Yew ! rl IY.4T:d MFIFI r:YrR I .
A RO Liability ( e1 u1aEN..:. PtIL r..!rn 1
(Y i 12021AFA0000B0 0 f Q nCMnt J L.WI,
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his Certlftesta of Imuranee serves only as evidence of Profe3sbn31(E&O)
General Liability coverage.
17CERTIFICAT O DER CANCELLAT
CIT32AP
SHOULD AINV OP THE ABOVD DESCRIBED POLICIES BB CANCELLED BEFORE
Clty Of Ashland Public works I THE EXPIRATION DATE THEREOF, NOTICE PALL BE DELIVERED IN
Attn: Mike MC"iSOn ACCORDANCE WITH THE POLICY PROVISIONS.
90 N, Mountain Ave. AvrNUwuoauNNmFENrATNe
Ashland, OR 971520
7jaw
L01909-2009ACORDCORPORATION. All rights reserved.
ACORD 23 (20o9f09) - The ACORD name and 1090 201 reglshred marks of ACORD
State Farm' CALIFORNIA
INSURANCE CARpD
900 old Rive Road BBakersfield CA 93371 sosoi `ry
INSURED LINDSTROM, DOUGLAS J MUTL
DBA EVERGREEN JOB& SAFETY VOL
POUCY NUMBER 0418873.1320.55C EFFECTIVE
YR 2010 MAKE DODGE FEB 202013 TO AUG 202013
MODEL RAM 3500 VIN SD73Y3CL3AG11 0 640 2995 141
AGENT BILL MUTTERA
PHONE Ej5301257.4041 NAIC 25178
COVERAGGg PRR66VIDEOS THE POLICY MEEFS THE MINIMUM LIABILITY LIMITS.
COVVERMAGE~S A C LA G500 H U U1
SEE REVERSE SIDE FOR AN EXPLU ATIOFL
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,
" r
/'1 DarE(mumDmYYI
h?®
411TIFICATE OF LIABILITY INSURANCE D2~D4/2D13
THIS CERTIFICATE IS ISSUE AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER- THIS
CERTIFICATE DOES NOT A FIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW- THIS CERTIFICAT OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PROD CER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certlgcat holder is an ADDITIONAL INSURED, the poliey(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of a polloy, certain Policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in Hou of su h endorsement(s).
CONTAC AICRARD X- PARKER
PRODUCER U MP
Integrated Insurance Broker PxoxE - (530) 257-7526 Na: (690) 257-a35A
2213 Main Street oRl~s: ziohard-0 iib. bz
SKIN # 27-0019257 INSURE 6 ARORDING COVERAGE . rvAICs
Susanville 96130^ INSURERA:State Compensation Ineurance
INSURED EVERGREEN JOB AND SAFETY TRAINING INSURERS:
309 KNOCH AVE INSURER O:
INSURER I
INSURER E:
(7'vG"'96130 IS URE0. F:
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE OLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDIN ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED R MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS F SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS,
TLS EFF POLICY EXP LIMITS
TYPE OF INSURANCE POLICY NUMBER IMbIIDONYYY) m/DDrtW
GENERAL LIABILITY EACH OCCURRENCE S
COMMERCIAL GENERAL UABI ISES e 6
CJAIMS-4 DE ❑OC UR MED EXP(Any me parson 6
PERSONALS ADV INJURY 6
GENERAL AGGREGATE 6
GENL AGGREGATE LIMIT APPLIES Fit PRODUCTS-COMP/DPAGG S
POLICY PRO- L C $
/ / E LIMIT
AUTOMOBILE LIABILnT
ANY AUTO BODILY INJURY(PVpersm) 6
ALL owNED ScHED LEb BODILY INJURY (Pwacddenq 6
AUTOS NOOTN-O ED PROPERTY DAMAGE 6
HIRED AUTOS AUTOS
UMBRELLA LIAB OC UR --7-7 EACH OCCURRENCE 6
EXCESSLIAB CIA MSd1AOE AGGREGATE $
DED RETENTION 6
j~ WORKERS COMPEN84TON 037964-2012 2/21/2012 2 21/2013 X aYC 6TATU- TI-
AND EMPLOYERS' LABILITY EACH ACCIDENT S 1 000 000
ANY PROPRIETORIPARTNERIE( IVE EL
Y❑ NIA
OFFICERIMEAIBER Q -L JDEO7 DISEASE-EA EMPLOY $ 1 000 000
(Mandabry in NH)
Byns desoltre order DISEASE-POLICY LIMR 6 1 000 000
DE> IPTON OF OPERATIONS Eele
DESCRIPTION OF OPERATIONS t LOCATO aIVEHICLEB(Adman ACORD 7011 AddrdWAI Ramae&* sm.dala, Nmme Apaaa Ia raqulraa)
CERTIFICATE HOLDER CANCELLATION
( ) - (541) 488-5320
ATTENTION: KARL OLSON SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS- .
CITY OF ASHLAND
AUTNONZED RBPR/✓MONVAATNE~C~-
ASHLAND OR
ACORD 26 (2010105) 01988-2010 ACORD CORPORATION. All rights reserved.
INS023 (2010DS).01 The.ACORD name and logo are registered marks of ACORD
WFEGRATED RISDRUCE BROKER
RICHARD E. PARKER PRONE: 530-257-7526 2213 Main Street Susaovllle, CA 96130
CA LIC, #0681950 FAX: 530-257-4358 Web Page: www.iib.bz
CELL: 530-251-6170 E-mail: rlcbard@iib.bz
FAX TRANSMISSION SHEET
Date: Time:
Attention: Gam'
Company:
Subject:
FAIL / _ Sz~J - S 3
You should receiv -2 page(s) including this cover sheet.
COMMENTS:
Ids
This eommaaitati oa is Intended or the sale use of the individual to whom it is addressed and may contain luloruutdou that is privlkted, confidential, and
exempt from disclosure under litable law. if the reader of the coonauDkitiua is not the intcoded reolplent antic employee or agent for deliverlug the
communication to the inteuded pknta you are hereby eo"ed that any dissemination, disaibution, or copying of this communication may be strictly
prohibited. If you bave received this communication in error, please notify the sender Immediately by telephone call and return the communication at the
address above via the United Sts kosml Service. Thank you.
Ci7Y RECD"DER
Page 111
CITY OF
ASHLAND DATE r t . PO NUMBER
20 E MAIN ST. 2/5/2013 11430
ASHLAND, OR 97520 r t)'
(541) 488-5300 -
VENDOR: 002071 SHIP TO: safety
EVERGREEN JOB & SAFETY (541) 488-5358
309 KNOCH AVE 90 N MOUNTAIN
SUSANVILLE, CA 96130 ASHLAND, OR 97520
FOB Point: Req. No.:
Terms: Net 30 days Dept.:
Req. Del. Date: contact: Stu Wilkie
Special Inst: Confirming? NO
: :Quanti unit Description ' -=Unit Price ',.EA Price.
6.00 Mo Safety Traininq (New contract) 2,000.78 12,004.68
January - June 2013
$2,000.78 per month
Contract for Safety Traininq
Beginninq date: January 1, 2013
Completion date: December 31, 2014
Insurance required/On file
Approved by Council 12/18/2012
Contract may be extended annually for
up to three additional years for a
maximum term of five (5) years.
i
I
i
I
I
i
SUBTOTAL 12,004.68
.
BILL To: Account Payable TAX 0.00
20 EAST MAIN ST FREIGHT 0.00
541-552-2010 TOTAL 12,004.68
ASHLAND OR 97520
r~ Account Number •'Project Number; Amount Account Number `.'.Project Number Amount_ .
E 410.08.24.00.61040 12 004.68
i
i
I
Authoriz ignature VENDOR COPY1
I FORM #3 CITY OF
A request for a Purchase Order ASHLAND
REQUISITION Date of request: FEE:
Required date for delivery:
Vendor Name Evergreen Job & Safety
Address, City, State, Zip 309 Knoch Ave
Contact Name & Telephone Number Susanville, Ca 96130
Fax Number Contact pug Lindstrom (OJU) 257-712
SOURCING METHOD
❑ Exempt from Competitive Bidding ❑ Emergency
❑ Reason for exemption: ❑ Invitation to Bid (Copies on file) ❑ Form #13, Written findings and Authorization
❑ AMC 2.50 Date approved by Council: ❑ Written quote or proposal attached
❑ Wdtten quote or proposal attached
❑ Small Procurement Coooerative Procurement -
Less than $5,000 Request for Proposal (Co ies on file) ❑ Slate of Oregon
❑ Direct Award Date approved by Council: z i /a o). z Contract #
❑ Verba[Mdtten quote(s) or proposal(s) ❑ State of Washington
Intermediate Procurement ❑ Sole Source Contract #
GOODS & SERVICES ❑ Applicable Form (#5,6, 7 or 8) ❑ Other government agency contract.
$5,000 to $100,000 ❑ Written quote or proposal attached Agency
❑ (3) Wdtten quotes attached ❑ Form #4, Personal Services $5K to $75K Contract #
PERSONAL SERVICES ❑ Special Procurement Intergovernmental Agreement
$5,000 to $75,000 ❑ Form #9, Request for Approval ❑ Agency
❑ Less than $35,000, by direct appointment ❑ Written quote or proposal attached Date original contract approved by Council:
❑ (3) Written proposals attached Date approved by Council: (Date)
❑ Form #4, Personal Services $5K to $75K Valid until: Date
Description of SERVICES Total Cost
$ Y
Item # Quantity Unit Description of MATERIALS Unit Price Total Cost
6 Months Safety Training for January thru June 2013 $2,000.78 $12,004.68
,
F-1 Per attached quotelproposal $12;00C68`,:' TOT T Project Number Account Number E410.08.24.00.610400
Account Number - - - - - - - - - - - - - Account Number
`Expenditure must be charged to the appropriate account numbers for the financials to accurately reflect the actual expenditures.
IT Director in collaboration with department to approve all hardware and software purchases:
IT Director Date Support -Yes /No
B signing this requisition form, I certify that the City's public contracting requirements have been satisfied.
Employee Signatur d; ~ . Department Head Signature:
(Equal to or greater than $5,000)
Additional signatures (if applicable):
Funds appropriated for current fiscal year. ~SE I ND Finance Director- (Equal to orgreateoh $5,001) Date
Comments:
• I
Form #3 - Requisition -