HomeMy WebLinkAbout2013-136 Contract - Utility Financial Solutions
Contract for Electric Cost of Service and Rate Stud
CITY OF _ CONSULTANT: United Financial Solutions, LLC
ASHLAND CONTACT: Mark Beauchamp, President
20 East Main Street
Ashland, Oregon 97520 ADDRESS: 185 Sun Meadow CT, Holland, MI 49424
Telephone: 541/488-6002
Fax: 541/488-5311 TELEPHONE: 616-393-9722
DATE AGREEMENT PREPARED: May 13, 2013 EMAIL: mbeauchamp@ufsweb.com
BEGINNING DATE: May 17, 2013 COMPLETION DATE: September 30, 2013
COMPENSATION: Not to exceed $41,440.00 per the proposed pricing attached as Exhibit C.
SERVICES TO BE PROVIDED: Electric cost of service and rate study per the RFP released February 15,
2013 and resulting proposal submitted by UFS. Contract approved by City Council May 7, 2013.
ADDITIONAL TERMS:
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 the 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 by the negligence of City.
10. Termination:
a. Mutual Consent. This contract may be terminated at an time b mutual consent of both parties.
Contract for Electric Cost of Service and Rate Study, Page 1 of 5
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
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
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
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
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 Liability insurance 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 claim, incident or occurrence. This is to
cover damages caused by error, omission or negligent acts related to the professional services to be provided
under this contract.
C. General Liability insurance 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 include contractual liability coverage for the indemnity provided under this contract.,
d. Automobile Liability insurance with a combined single limit, or the equivalent, of not less than Enter one:
$200,000, $500,000, $1,000,000, or Not Applicable for each accident for Bodily Injury and Property Damage,
including coverage for owned, hired or non-owned vehicles, as applicable.
e. Notice of cancellation or chan e. There shall be no cancellation, material change, reduction of limits or
Contract for Electric Cost of Service and Rate Study, Page 2 of 5
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. Consultant shall sign the certification attached hereto as Exhibit A and herein incorporated b reference.
Consultant: City of Ashland
By By --<-ti-
Signature` Dp rtment Head
A~~~/JLtab/~ 'IrCIA46 ICha~~R
Print Name Print Name
J~tay(015113
Title Date
W-9 One copy of a W-9 is to be submitted with
the signed contract. Purchase Order No.
AP~OVED ~ORM
Si na ure
5-13_1T
Date
Contract for Electric Cost of Service and Rate Study, 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
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.
e7 A
Contractor (Date)
Contract for Electric Cost of Service and Rate Study, Page 4 of 5
ro.'
CITY. OE ASHLAND,- OR
PROPOSALFOR'
ELECTRIC DEPARTMENT COST OF SERVICE AND RATE STUDY
Proposed Prrcrng
March 26, 2013
Utility Finaacial Solutions, LLC
185 Sun Meadow Court
Holland, MI'USA'.49424
Submitted Respectfully.byi
Mark Beauchamp; President, CPA, CMA, MBA
Utility Financial Solutions, LLC
mb&auchamp@6fsweb.com
(616) 393-9722.
ELECTRIC DEPARTMENT COST OF SERVICE AND RATE STUDY.:
FEE SCHEDULE .
Fee Schedule
Prices,.terms, and conditions are, good fora period of 90. days from this:date. -
Payment will Ije' made through submission of invoice which itemizes work performed. "Total not.
to exceed "amount" includes all out of.pocket expenses for three on-site meetings.
Electric Cost of Service Proposed, Fees:'
Electric Cost of Service, Financial Projection; Rate Design Study, one on site meeting for field'
wort( and two on site presentations - $41,440 for above stated service's:
ELECTRIC DEPARTMENT .
- Average
- Project Rates Hourly
Services Hours manager, manager, - Analyst Rate Amount -
Data Collection and Analysis
Data Request 1 2 S 166' $ 665
Determine Rmenue Requirements .16 2 8 _ 6 173 2,770
Sales and Power Requirements 15 - ' 3' 4. 9 160: 2,555
Load Data Analysis - 12 3 0- ..9. 146 1,755 -
Long-term Financial Protection -
Financial Projection ;antl Rate Track (5-Year) 18 2. 6 - e 163 2,810
Identify Debt SeNce Ratio (Included in Financial Projection)
Idsnlify Minimum Cash Recommendation - (Included in Financial Projection)
Identify Rate of Retum . - - (Included in Financial Projection)
Identify, Fh Year Rate track (included in Financial PmjectidnJ -
Cost of Service Model
Customer Class Demands & Allocation Factors 10 . 2. - 6 ' 2 189 1,890 -
- Class. Cost of Senlce' to 2' "4 4 .173 1,730
Study Reports 12 4 '4 - 4' 182 2;180 -
Rate Design Recommendation -
One Year Electric Rate Design 14. 2 7 . 5' 175 2,450
Time of Use Rate Discussions/Recommendations 20 2 - 8 10 163 .3,250
Meetings and Presentations -
We anticipate the following meefings to complete the analysis' _ - '
Wisenticleate the.followmi; meetings to complete the analysis: -
1. Initial meeting - (Curl Call) - 4,5 1.5 1.5 - 1.5 182 818 -
2.Fieldwork, -(On-Site) _ 18. 9' 9. 0 213.. 3,825
- - " 3. Renew draft remmsswith management (On-Site) 9 4 9 - 0 0 225 2,025 .
4. Presentation to City Council (On-Site) - g 9 0 -'0 225 2,025 _
Additional Serv'cas'
Fee Analysis . 18. 2 12 - 4 185 3,330
Energy Conservation Programs - ,24 a 74 ,2 202 _ 4,840
Line Extension Polley: - 16 4 12 0 206 3.300
Unbundling of Utility Costs (Included in Cost or Service Study) - -
Tote I(lens travel ouW-pocket expe nses). 224 66, 97 67- s 184 42,018
Hometown Connections 30% Discount - g 4,203
Total after Piojeet discount - $ 37,815 -
Total OutofRocket ExParses: - - 3,625.
Project Total: Total Not to Exceed $ 41-1440
Non budgeted on-ihe visl u add: 2 520 (Includis Out oJPocke( expenses. & Project Manger on-sits 4 ho, add travel time @ 50%offsmrdard rid.)
Phone Page 39 UFS Proposal for ASHLAND
(616) 393-9722 www.ufsweb.com
ham' i i I n, F LLC
ELECTRIC DEPARTMENT COST OF SERVICE AND RATE STUDY
FEE _SCHEDULE,.
Fee Proposal - Out'of Scope Services - additional travel
Additional on-site visits if deemed necessary and agr'eed`upon,by ASHLAND,, will be; billed of $21520
(Includes,.out of Pocket expenses.& Project Manager on-site 4 hrs. add travel time @,50% off
standard rates) In addition, out of scope. service time is billed at the discounted rate column
below..'.
...Regular ASHLAND
Hourly Rate Discounted Rate
Mark-Beauchamp ,.$'280.00* $ 252.00
bawn'Lund $ 225.00! $202:50
Mike'Johnson. $.210.OD* $'189.00.
Dan Kasbohm. , $;200.00*: - $180.00 Joan Bakenhus'. 120:00! $ 108.00
Phone Page 40 UFS Proposaffor ASHLAND
(615) 393-9722 www.ufsweb.com'
hom: Chris Lund Fax: (888) 487-7731 To +15414885320 Fax: +15414885320 Page 2 of 2 617/2013 10:45
CERTIFICATE OF LIABILITY INSURANCE 1 DATE(MMDOmvv)
ACORO 6/7/2013
THIS CERTIFICATE IS ISSUED AS A MATTER 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 BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder In lieu of such endorsement(s).
PRODUCER CONTACT cert5@pciaonline.com
NAME Professional Concepts Insurance Agency, Inc. PHONE (822)969-4041 A/C Na), (800)969-9081
1127 South Old US Highway 23 EatAILSS;eests@pciaonlone.com
INSURERS AFFORDING COVERAGE NAIL t
Brighton MI 48114-9861 INSURERANart£ord Casualty Insurance Co 9424
INSURED INSURER SNa.rtford Insurance Co. 00914
MARK BEAUCHAMP DRA INSURERC:CAMICO Mutual Insurance Co.
UTILITY FINANCIAL SOLUTIONS - INSURER O:
185 SUN MEADOW, COURT INS URER E:
HOLLAND MI 49424 INSURER F:
COVERAGES CERTIFICATE NUMBER:13-14 All REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REOUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO \AHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
MIT ffum yry POLICY NUMBER MMI00/Y1'WY MM OIYriV LIMITS
INSR rypE OF INSURANCE
L R
GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000
-
X COMNERCI/1L GENERAL LIABILITY PREMISES aoccunanca $ 300,000
A CLAIMS-MADE ® OCCUR 55BAPC4558 /30/2013 /30/2014 rygD UP (Any no person) $ 10,000
PERSONAL B ADV 1MIURY $ 1,000,000
GENERAL AGGREGATE $ 2,000,000
GEHL AGGREGATE LIMIT APPUES PER: PRODUCTS-COMP/OP AGO $ 2,000,000
X POLICY 71 "'0. LOG $
AUTOMOBILE LIABILfTY COMBINEEDN
A ANY 7 SINGLE UMIT $
(E, dua)
BODILY INJURY (Per perwn) $
%A
ALL OVUINE
~D SCHmUlEO 558APC455B - /30/2013 /30/2014 BODILY INJURY (Per xcidara) 4
AUTOS AUTOS
PROPERN DAMAGE $
X "RED AUTOS X gUT05 (par xciden
Hved and NOOO.d s 1,000,000
UMBRELLA LIAB OCCUR EACH OCCURRENCE $
EXCESS LIAB CIAIMSMADE AGGREGATE $
DED RETENTION $ Is
B WORKERS COMPENSATION X WCSTAN- ER
AND EMPLOYERS' LIABILITY
ANY PROPRIETORrPARTNERIEXECUTIVE N NIA EL. FACHACCDENT 4 000 000
OFFICERNEMBER EXCLUDED? 5w CPA5794 /7/2013 /7/2019
(MendMa, In NH) EL. DISEgsE - EA EMPLOY 4 1,000,000
If yyeas desNal,aON ,abl OF er OPERATIONS helve El. DISEASE-POLICY UN4T 4 1,000,000
DESU3
C Professional Liability 01056-11 /1/2013 /1/2014 P. Claim 2,000,000
Aggregate 2,000,000
DESCRIPTION OF OPERATIONS/ LOCATIONS I VEHIC LES (AkecM1 ACORD 101,Ad4u,.o.lRemerMa Schedule, if mere space la requlrad)
Project: Financial Consulting Services
CERTIFICATE HOLDER CANCELLATION
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
Kariann Olson AUTHORIZED REP RESENTATIVE
90 N. Mountain Ave. -
Ashland, OR 97520
Mike Cosgrove/JL I' [ .=lS~,.~_/
ACORD 25 (2010105) 0 1 988-201 0 ACORD CORPORATION. All rights reserved.
INS025 onlmslnl The amen name.r.,i Innn era ra,ictareH maybe of nenRn
CITY REC0,RD1,; Page 1 1
CITY OF
ASHLAND DATE PO NUMBER
20 E MAIN ST. 6/6/2013 11625
ASHLAND, OR 97520
(541) 488-5300
VENDOR: 017794 SHIP TO: Ashland Electric Department
UTILITY FINANCIAL SOLUTIONS (541) 488-5354
185 SUN MEADOW CT' 90 N MOUNTAIN
HOLLAND, MI 49424 ASHLAND, OR 97520
FOB Point: Req. No.:
Terms: Net Dept.:
Req. Del. Date: Contact: Mark Holden
Special Inst: Confirming? NO
Ouanti Unit Description Unit Price Ext. Price
Electric Cost of Service and Rate Study 41,440.00
Contract approved by Council 05/07/2013
Contract for Personal Services
Beqinninq date: May 17, 2013
Completion date: September 30, 2013
SUBTOTAL 41,440.00
.
BILL TO: Account Payable TAX 0.00
20 EAST MAIN ST FREIGHT 0.00
541-552-2010 TOTAL 41,440.00
ASHLAND, OR 97520
Account Number Project Number Amount Account Number, ,Project Number Amount
E 690.11.18.00.60410 E 000354.999 41,440.00
VENDOR COPY
Authorized signature
FORM #3 CITY OF
A regiItest for a Purchase Order ASHLAND
REQUISITION Date of request: s/t4/ZOt3
Required date for delivery:
Vendor Name Ufility Finanrial Snfimnq 11r,
Address, City, State, Zip 185 Sun Meadow Court Holland. MI 49424
Contact Name & Telephone Number Mark Beauchamp 616-393-9722
Fax Number
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
❑ Written quote or proposal attached
❑ Small Procurement Cooperative Procurement
Less than $5.000 ® Request for Proposal (Copies on file) ❑ State of Oregon
❑ Direct Award Date approved by Council: Contract #
❑ Verbal/Written quote(s) or proposal(s) 5/7/2013 ❑ Stale 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) Written quotes and solicitation attached ❑ Farm #4, Personal Services $5K to $75K Contrail #
PERSONAL SERVICES ❑ Special Procurement Intergovernmental Aareement
$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 proposalstwritten solicitation Date approved by Council: (Date)
❑ Form #4, Personal Services $5K to $75K Valid until: Date
Description of SERVICES Total Cost
Provide a Electric Cost of Service, Financial projection, Rate Design and presentation for the City
$41,440
of Ashland
Item # Quantity Unit Description of MATERIALS Unit Price Total Cost
❑ Per attached quote/proposal TOTAL COST
Project Number 000354.999 Account Number 690 -11 -18.00 - 604100
Account Number Account Number -
'Expenditure must be charged to the appropriate account numbers for the financials to accurately reflect the actual expenditures.
IT Director in collaboration with department to approve all hardware and software purchases:
IT Director Date Support -Yes /No
By signing this requisition form, I certify that the City's public contracting requirements hav been satish d.
Employee Signature: ~~Department Head Signature:
( qual to orgreat rtlan$ ,
City Administrator:
(Equal to or greater than $25,000)
Funds appropriated for current fiscal year. YES / NO
Finance Director- (equal to or greater than $5,000) Date
Comments:
Form #3 - Requisition