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HomeMy WebLinkAbout2014-226 Contract - Economic & Financial Analysis Contract for PERSONAL SERVICES less than $35,000 C I T Y OF CONSULTANT: Economic & Financial Development ASHLAND CONTACT: Ray Bartlett 20 East Main Street Ashland, Oregon 97520 ADDRESS: 1409 Franklin Street, Suite 201, Telephone: 541/488-6002 Vancouver, WA 98660 Fax: 541/488-5311 TELEPHONE: 360-823-1700 DATE AGREEMENT PREPARED: 7/24/2014 FAX. BEGINNING DATE: 7/31/2014 COMPLETION DATE: June 30, 2015 COMPENSATION: Not to exceed $15,000. SERVICES TO BE PROVIDED: Provide financial consulting as needed for the public works division as per attachment C. ADDITIONAL TERMS: N/A 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 $20,142.20 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: Contract for Personal Services, Revised 07/08/2014, Page 1 of 5 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 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 -P r ide-Bregoa-vvefrE i aTpI Zlsle s t.,•,,. 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. Contract for Personal Services, Revised 07/08/2014, Page 2 of 5 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. Consultant shall sign the certification attached hereto as Exhibit A and herein incorporated b reference. onsultant: City of Ashland By - B c~:~Sr a21'f -fi,// a I ignature cc De rtment Head c~(C""- 4,~- - FLFU Z-/ Print Name Print Name $t t zl 1,1 Title Date W-9 One copy of a W-9 is to be submitted with the signed contract. Purchase Order No. l"Contract for Personal Services, Revised 07/08/2014, 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. t (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. _Ig- (5) Labor or services are performed for two or more different persons within a period of one year. V/- (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. ,q a Contra or (Date) Contract for Personal Services, Revised 07/08/2014, Page 4 of 5 EXHIBIT C ECONOMIC & FINANCIAL ANALYSIS MEMORANDUM TO: Mike Faught Public Works Director City of Ashland, Oregon FROM: Raymond Bartlett Economist / Municipal Financial Advisor DATE: July 1, 2014 RE: Proposal to Provide FY 2014-15 Flexible Financial Consulting Services: Sewer, Water & Transportation Utilities SCOPE OF WORK. Economic & Financial Analysis (EFA) will provide financial consulting services for the City's sewer, water and transportation utilities as requested by the City's Public Works Director. TERM. This Agreement is for the Fiscal Year ending June 30, 2015. COMPENSATION. EFA will invoice the City on a time-and-materials basis at the following rates and charges. The total contract amount shall not exceed $15,000 without prior authorization. Hourly Rates: Economist $165 Technical Support $100 Project Support $65 Charges: Mileage federal allowance Color Printing / Photocopies $0.30/page B&W Printing/ Photocopies $0.10/page Faxes $1.00/page All other expenses at cost 1409 Franklin Street, Suite 201 ■ Vancouver, WA 98660 T/360.823.1700 SEC # 866-00785-00 MSRB # K0258 RAY1037 OP ID: TAAM CERTIFICATE OF LIABILITY INSURANCE DATE (M06/1 YYY) 02/06/14 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 NAME: Liberty Mutual Insurance P HONE FAX PO Box 188065 A/C No Ext : A/C No): Fairfield, OH 45018 E-MAIL Fullerton & Company Inc ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : American Economy 19690 INSURED Raymond Bartlett INSURER B: DBA Economic & Financial Analysis INSURER C : 1409 Franklin St Ste 201 INSURER D: Vancouver, WA 98660 INSURER E: INSURER F : COVERAGES CERTIFICATE NUMBER: 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 REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH 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. ILTR TYPE OF INSURANCE POLICY NUMBER MM/DDY /YYYY MMIDD/YYYY LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1,000,00 A X COMMERCIAL GENERAL LIABILITY X 026P29475200 12128/13 12/28/14 PDAMAGE TO RENTED REMISES Ea occurrence $ 1,000,00 CLAIMS-MADE FX7 OCCUR MED EXP (Any one person) $ 10,000 X Business Owners PERSONAL & ADV INJURY $ 1,000,00 GENERAL AGGREGATE $ 2,000,00 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ 2,000,00 POLICY PRO- X LOC $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accder" $ ANY AUTO BODILY INJURY (Per person) $ ALL OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE $ HIREDAUTOS AUTOS Per accident UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION WC STATU- OTH- AND EMPLOYERS' LIABILITY Y / N T RY LIMITS ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH). E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS/ LOCATIONS /VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) City of Ashland is listed as Additional Insured by written contract, agreement, permit or schedule. C (a L I MD__ CERTIFICATE HOLDER CANCELLATION CITASH3 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Ashland ACCORDANCE WITH THE POLICY PROVISIONS. Public Works Department 20 East Main Street AUTHORIZED REPRESENTATIVE Ashland, OR 97520 i7"" 9 ~P7iLD ©1988-2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD i J , ® l DATE(MM/DD/YYYY) ACORD CERTIFICATE OF LIABILITY INM ANCE 10101/2013 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLYAND 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 . NT CT PRODUCER NAM E: Dan Bates (Renewals) IFAX Evergreen Insurance Managers Inc P1". No. Ell: HONE 503 259-3060 Arc No): (503) 259-3065 5293 NE Elam Young Pkwy Ste 160 ADDRESS: INSURERS AFFORDING COVERAGE NAIC N Hillsboro OR 97124 INSURER A: AXIS Insurance Company 37273 INSURED INSURER B : Economic & Financial Analysis INSURER C : Raymond J. Bartlett, DBA: INSURER D : 1409 Franklin St Ste 201 INSURER E : Vancouver WA 98660 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THATTHE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE 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. LTR TYPEOFINSURANCE WVO POLICY NUMBER (MM/DQNYYY) MM/DD/YYYY LIMITS GENERAL LIABILITY EACH OCCURRENCE COMMERCIAL GENERAL LIABILITY PREMISES (Ee occurrence) $ CLAIMS-MADE ~ OCCUR MED EXP (Any one non $ PERSONAL BADVINJURY $ GENERAL AGGREGATE $ GEN'LAGGREGATE LIMITAPPUES PER, PRODUCTS-COMP/OP AGG $ POLICY PRO LOC $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) S ANYAUTO BODILY INJURY (Per person) $ ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ HIRED AUTOS NON-OWNED PROPERTY DAMAGE $ AUTOS $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION $ WORKERS COMPENSATION WC STATU- OTH- AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ NIA E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE K es, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMB $ A Professional Liability MCN000079741301 10/2812013 10/28/2014 $1,000,000 Each Wrongful Act $1,000,000 Total Limit of Insurance DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space is required) MID CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Ashland THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Attn: Mike Faught, Public Works Director ACCORDANCE WITH THE POLICY PROVISIONS. 20 East Main Street AUTHORIZED REPRESENTATIVE Ashland OR 97520 -4 >!O~_ kj~ I ®1988-2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/06) The ACORD name and logo are registered marks of ACORD , • f , o t, p~ Cl) c @ f N a 1.7 /EL Y+~! CCS rL ~ ~ t k y in ✓ G C DG cjj ~v qj O Q ' - c .V1-0 tom,, 3 PEMCO 325 Eastlake Avenue East PEMCO Umbrella Policy PO Box 778 Renewal Declarations Insurance Seattle, WA 98111-0778 PEMCO Mutual Insurance Company Policy Number UMB 1240459 EFFECTIVE DATE EXPIRATION DATE Valued Customer Since 07/14/2014 07/14/2015 2005 12:01 A.M. PACIFIC STANDARD TIME Named Insureds: Thank you for choosing PEMCO. RAYMOND JOHN BARTLETT PENNY KAY BARTLETT 805 NW 142ND ST VANCOUVER WA 98685.1394 1 COPY Please "rife all information. if there are changes, please cal( our office. REQUIRED MINIMUM POLICY LIMITS OF UNDERLYING INSURANCE Your PEMCO Umbrella Policy provides coverage over and above the required minimum policy limits of underlying insurance shown below. If underlying insurance is not maintained with the minimum limits as shown below, you'll have a gap in coverage. That means you would be unprotected for any difference between the amount of coverage you have and the required minimum limits shown. Auto Liability Bodily Injury $250,000 each person/$500,000 each occurrence Property Damage $100,000 each occurrence Home Personal liability $300,000 each occurrence Watercraft Liability $300,000 each occurrence Personal Watercraft $300,000 each occurrence Motorcycle Liability Bodily Injury $250,000 each person/$500,000 each occurrence Property Damage $100,000 or Combined Single Limit $300,000 Other $300,000 SCHEDULE OF YOUR UNDERLYING INSURANCE AUTO POLICY INFORMATION Note: Umbrella Liability Coverage is not extended to stored vehicles on an underlying auto policy. Policy number or carrier- CA 1010634 Liability limits Bodily Injury limits $250,000 each person/$500,000 each occurrence Property Damage limits $100,000 Covered drivers Age Raymond John Bartlett 66 Penny Kay Bartlett 65 Alexander M Bartlett 25 Questions? Check our Customer Care site at pemco.com, or call 1-800-GO-PEMCO (1.800.467-3626). Umbrella Declarations 06/13 13671.001 Rev. 06/2013 Page 1 of 3 PEMCO 325 Eastlake Avenue East PEMCO Umbrella Policy P Box 778 Insurance Seattle, WA A 98111-0778 Renewal Declarations PEMCO Mutual Insurance Company Policy Number UMS 1240459 POLICY FORMS AND ENDORSEMENTS Form Edition date Endorsement 12287 10/11 PEMCO Umbrella Policy Form Representative: PEMCO Customer Service, 1-800-GO-PEMCO (1-800-467-3626) Executive: Steve Miller, VP and Chief Operating Officer Questions? Chock our Customer Caro site at pomeo.eom, or tall 1-900-GO-PEMCO (1-800.467-3626). Umbrolle Declarations 06/13 13671.001 Rev. 06/2013 Pago 3 013 Page 1 / 1 CITY OF T AS H LAND DATPO NUMBER wria 20 E MAIN ST. 8/15/2014 12438 , ASHLAND, OR 97520 OW (541) 488-5300 VENDOR: 017090 SHIP TO: Ashland Public Works ECONOMIC & FINANCIAL ANALYSIS (541) 488-5587 1409 FRANKLIN STREET SUITE 201 51 WINBURN WAY VANCOUVER, WA 98660 ASHLAND, OR 97520 FOB Point: Req. No.: Terms: Net Dept.: Req. Del. Date: Contact: Betsy Harshman Special Inst: Confirming? NO Quantity Unit Description Unit Price Ext. Price Provide financial consulting as needed 15,000.00 for the PW Division sewer, water and transportation utilities, per contract scope of services. Contract for Personal Services Beqinninq date: 07/31/2014 Completion date: 06/30/2015 SUBTOTAL 15 000.00 BILL To: Account Payable TAX 0.00 20 EAST MAIN ST FREIGHT 0.00 541-552-2010 TOTAL 15,000.00 ASHLAND, OR 97520 Account Number Project Number Amount Account Number Project Number Amount E 260.08.12.00.60410 3,750.00 E 260.08.17.00.60410 3,750.00 E 670.08.18.00.60410 3,750.00 E 675.08.17.00.60410 3,750.00 VENDOR COPY Authori Signatu FORM #3 CITY OF A request for a Purchase Order ASHLAND REQUISITION Date of request: 8/11/2014 Required date for delivery: 8/18/2014 Vendor Name Frnnnmic & Finnnrinl Analysis Address, City, State, Zip 1409 Franklin Street Contact Name & Telephone Number Vancouver, WA 98660 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) ❑ 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) Written quotes and solicitation 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/written solicitation Date approved by Council: (Date) ❑ Form #4, Personal Services $5K to $75K Valid until: (Date) I Description of SERVICES Total Cost Provide financial consulting as needed for the PW Division sewer, water and transportation utilities, as per contract exhibit C. $ 15,000.00 Item # Quantity Unit Description of MATERIALS Unit Price Total Cost TOTAL COST - ❑ Per attached quotelproposal $ Account Number 260.08.12.00.604100 (25%) Account Number 670.08.18.00.604100 (25%) Account Number 675.08.17.00.604100 (25%) Account Number 260.08.17.00.6041000 (25%) `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, 1 certify that the City's public contracting requirements have been satisfied. `Z Employee: Department Head: / Equ to or greater than $5,000) Department Manager/Supervisor: City Administrator: (Equal to or greater than $25,000) Funds appropriated for current fiscal year: / NO s6~o Finance Director- (Equal to orgrea than $5,000) Date Comments: Form #3 - Requisition