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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. A4 . GENERAL LASUTY iCN:r hi?M1 +FS".:f. 2.000.00 JLa(1.IP:4y. GCNO:K Llnaanr i i J_• p 100.000 % rJ AM:YL•f•! u nrrlM I IL.N. F~:r Lrj (fm 01~W. W,I I f 2.00 A % Ge'Wal LIeNlay 1202MFA000QUO 02705n2 OZM5113 IPD+T•vua c;~•~r n,_u'. 11 2.BBO.00 . _ I N e-HEI'M rtrAFCATF IV 4.000.00 t.01 t W },7 a [r,AT C L IwT APn. IrR fLR E waLVr,IS•c:^LEUJ✓A_~. { 2.000.00 •urewoo Lr, IJAOa11V tlwNyllq>~p::,N,.l.wt MIEN rr tl I NC•1KM;N! 1 ' IASIAY w,LP:r Nwtw»I:I 1 .u,l rNM°.O N,R,:I ' IIS A .e•s; :y,l rrM MY.M1; 1 1141 L•N,IIy:< I ~ , I (QR Jf<QHIYI 1 uNIAGLLA LMB H (may r I C_n _CNtC L EYCe,1e LMO ri N.C:Wrtl ALaRC:rrrC [iGX-91fAL• I ' ' I:FTPNrF'M 1 Itg1wL11a CIN(tirJA IKw , I i MO ENeL0YAR1'LMeA1H rlN I N-Y .W:VN!lI.JQYM'INRI,i'GV!F? CR~J.l!M•1,AV1t CACt.I:JCLrr L 11NYA e1 [a<.N n^~gCNn I 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, 1 0.0mAprte 'icoooct IM%I'JiM10Ngi lY[IlwtlPNlrL4GATRIRE IYfiMELC9 NIINn A('pp tPl.AeFl/wy AMMwEMeFyAYnrFry ~YMrlr IlCMn01 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 e , " 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 -