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HomeMy WebLinkAbout2015-319 Contract - Cascade Research Contract for PERSONAL SERVICES less than $35,000 CITY OF CONSULTANT: Cascade Research, LLC ASHLAND CONTACT: Dennis Gray, Owner 20 East Main Street Ashland, Oregon 97520 ADDRESS: 27 W. Hersey St, Ashland, OR 97520 Telephone: 541/488-6002 Fax: 541/488-5311 TELEPHONE: (541) 708-0899 DATE AGREEMENT PREPARED: 11/10/2015 EMAIL: cascader@ashlandhome.net BEGINNING DATE: 11/16/2015 COMPLETION DATE: 12/31/2016 COMPENSATION: Not to Exceed $3,000.00 (see attached) SERVICES TO BE PROVIDED: Provide cultural research and monitoring services for the Chautauqua Walk Replacement Project per State Historic Preservation guidelines and standards (see attached) ADDITIONAL TERMS: In the event of conflicts or discrepancies among the contract documents, the City of Ashland Contract for Personal Services will be primary and take precedence, and any exhibits or ancillary contracts or agreements having redundant or contrary provisions will be subordinate to and interpreted in a manner that will not conflict with the said prima City of Ashland Contract. 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. Contract for Personal Services, Revised 06/02/2015, 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 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. 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, Contract for Personal Services, Revised 06/02/2015, Page 2 of 5 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. Consultant hell sign the certification attached hereto as Exhibit A and herein incorporated by reference. onsul f.:_ City of Ashland By By s1 t re Department Head Sigr1 atuf H Print Name Print Name ju e P_ /I r Title Date W-9 One copy of a;W-9 is to be submitted with the signed contract. Purchase Order No. P R /ED AS TO FORM As and Alst. C' Attorney I -k 1 .5 fiat Contract for Personal Services, Revised 06/02/2015, 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: t/ (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. L~ (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. Contractor (Date) Contract for Personal Services, Revised 06/02/2015, Page.4 of 5 CASCADE RESEARCH, LLC 27 W. Hersey, Ashland Or. 97520 541-708-0899 cascader(~ashlandhome.net PROPOSAL AND AGREEMENT DATE: November 5, 2015 TO: City of Ashland, Public Works 20 East Main St. Ashland, OR 97520 REF: Chautauqua Walk Replacement FOR: Cultural resource monitoring for archaeological remains within the Area of Potential Effect (APE) during the replacement of Chautauqua Walk, T.39 S., R. 1 E, Sec. 9, 42-50 E Main St., Ashland, Oregon. SCOPE OF WORK: A. Pre-field research on identified archaeological and historical resources in the APE. This will include a records search at the State Historic Preservation Office (SHPO) and a review of other relevant documents to ascertain potential archaeological remains in/near the project area. B. Coordination with excavation contractor and City of Ashland personnel. C. Monitoring of excavations and sample screening of soil matrix. D. Detailed recording and mapping of any subsurface archaeological resources. E. Completion of standard archaeological site and isolate records (if necessary), as per SHPO standards. F. Preparation of a monitoring report to be submitted to the City of Ashland, SHPO, and concerned Native American groups if requested. G. Recommendations for mitigation measures if needed, to the extent feasible. SCHEDULE: Fieldwork: November/December 2015. The final monitoring report will be submitted as soon as possible (within 30 days) after completion of fieldwork. ADDITIONAL SPECIFICATIONS: a. The work outlined in this proposal constitutes an archaeological monitoring of the project area. Additional work may be required by federal or state officials to mitigate impacts to archaeological sites from the proposed project. b. Project will be invoiced on a time and expenses basis; labor rate $75.00 per hour plus 15 percent overhead and profit. PRICE: Not to exceed $3,000.00 TERMS: Net thirty days. DISCLAIMER: No monitoring project can guarantee that all archaeological material has been found. Should historic or prehistoric material be discovered in the course of future development, work at that portion of the site should be suspended until such material can be properly evaluated. Karl Johnson, Associate Engineer Dennis J. Gray, owner City of Ashland Public Works Cascade Research, LLC ~J Date Date J/ e/ 5 FIRM QUALIFICATIONS Cascade Research, LLC is an archaeological consulting firm located in Ashland, Oregon, specializing in the history and prehistory of Oregon and northern California. Since 1991, Cascade Research's staff and associates have directed numerous cultural resource studies within the region in support of federal timber sales and planning actions, mining projects, as well as private sector housing, water, and commercial developments. The firm is familiar with NEPA and Section 106 compliance regulations, and has developed cultural resource management plans for federal agencies and private clients. For over twenty years Cascade Research has dealt with Section 106 requirements, evaluations for determination of eligibility, mitigation plans for no adverse effect decisions, as well as numerous historic and prehistoric cultural resource inventory studies. Archaeologist Dennis Gray MA, RPA, owner and Principal Investigator of Cascade Research, LLC in Ashland, received his M.A. from Oregon State University and wrote his graduate thesis on the ethnography of Native American groups in the upper Rogue River region. Current research interests include the history and archaeology of early Euro-American settlement of the Pacific Northwest, contact period Native American sites, and the Cody Complex in the northern Great Basin. Ashland Area Cultural Resource Projects: Principal Investigator, cultural resource inventory, testing, and monitoring of two pre-contact sites within Ashland Creek Park for Ashland Parks and Recreation, 2014. Principal Investigator, cultural resource inventory and monitoring for a proposed residential development (Alepha Springs) within the City of Ashland, Oregon, 2008. Principal Investigator, cultural resource inventory and monitoring of stream improvements along Bear Creek, Jackson County, Oregon, 2007. Principal Investigator, cultural resource inventory for a proposed residential development (Heiman Baths) within the City of Ashland, Oregon, 2006. Principal Investigator, cultural resource inventory for the expansion of the U.S.D.I. Fish and Wildlife Forensics Laboratory, Ashland, Oregon, 2000. Principal Investigator, cultural resource inventory for proposed stream bank improvements along Roca and Paradise Creeks, Ashland Oregon, 1997. CURRICULUM VITAE Dennis J. Gray, Principal Investigator, Cascade Research, LLC Address: 27 W. Hersey St., Ashland, Oregon 97520 Telephone: (541) 708-0899/email: cascader@ashlandhome.net ED UCA TION San Diego State University, San Diego, California, 1965-1970; B.S. in business management. University of Oregon, Eugene, 1981-1982; graduate study in historic architecture. Oregon State University, Corvallis, 1986; M.A. in interdisciplinary studies, with a major in anthropology. Thesis title: The Takelma and Their Athapascan Kin: an Ethnographic Synthesis of Southwestern Oregon. FIELD AND RESEARCH EXPERIENCE CASCADE RESEARCH: 1991-Present. Owner and Principal Investigator, specializing in cultural resource management projects in southwestern Oregon and northern California. ASSOCIATE, WINTHROP ASSOCIATES: 1983-1991. Co-principal investigator, and field director on numerous government and private CRM projects conducted by Winthrop Associates of Ashland, Oregon. AFFILIATIONS Register of Professional Archaeologists (RPA), 1987-present Society for American Archaeology ASSOCIA TES Dr. Ward Tonsfeldt, East Slope Cultural Services, Inc., Bend, Oregon. REFERENCES Dr. David Brauner, Department of Anthropology, Oregon State University, Corvallis. Trevor Griffiths, The Freshwater Trust, Ashland, Oregon. Bruce Dickens, Ashland, Oregon Parks and Recreation, Ashland, Oregon. insured Name DENNIS GRAY Policy Number RB 911738 VEHICLE COVERAGE INFORMATION SUMMARY OF COVERED VEHECLE(S) AND PREMIUM(S) Term Premium SECTION III No. Year Make Model Vehicle Identification No * 1 2005 HONDA CR-V EX JHLRD78805CO41588 $ 727.00 TOTAL AUTOMOBILE PREMIUM S 727.00 ACCIDENT(S) OR VIOLATION(S) Date/Type 08-30-2014 ACCIDENT VEHICLE 1 INFORMATION Garage Location: ASHLAND, OR 97520 Year Make Model' Vehicle Identification No. Class Code Territory Tien 2005 HONDA CR-V EX JHLRD78805CO41588 31771001 208 Limit of Term GAYormation Liability Premium DENNIS tOperator A. Liability Driver St/License Number Bodily Injury - Each Accident $ 300, 000 $ 331 .00 Property Damage - Each Accident INCL INCL Date of Birth Sex Marital Status M Divorced B. Medical Payment Each Person C. Uninsured Motorists Bodily Injury - Each Accident $ 300, 000 $ 87 . 00 Property Damage Each Accident $ 25, 000 $ 20 . 00 D. Damage To Your Auto Actual Cash Value (ACV) minus deductible shown Collision Loss $ 500 $ 120. 00 Comprehensive Loss $ 250 $ 50. 00 Towing and Labor Cost Per Disablement $ 75 $ 10 . 00 Total Premium for Vehicle Endorsements Listed Below $ 109. 00 TOTAL VEHICLE PREMIUM S 727.00 CREDITS APPLIED TO THE VEHICLE ABOVE Anti-Theft Devices Multi-Policy VEHICLE ENDORSEMENT(S) Edition Veh Term Number Date Description No Premium AU978 01-10 UNINSURED MOTORISTS COVERAGE - OR PP1301 12-99 COV FOR DAMAGE TO YOUR AUTO EXCLUSION AU1072 02-14 PROPERTY DAMAGE UNINSURED MOTORISTS - OR AU887 01-01 INC. MED EXP PIP 1 TOTAL LIMITS $ 25,000 *PP0558 10-13 PERSONAL INJURY PROTECTION COVERAGE - OR 1 $ 109.00 DEDUCTIBLE $ NONE INSURED & RELATIVES AU909 06-05 ELECTRONIC EQUIPMENT COVERAGE AU848 06-10 CHANGES TO YOUR POLICY AU1042 01-12 PART D-COVERAGE FOR DAMAGE TO YOUR AUTO *PP2318 10-13 VEHICLE SHARING PROGRAM EXCLUSION POLICY ATTACHMENT(S) Edition Number Date Description AK2069 09-90 ALTERED TERMS OR RATES NOTICE AK3161 02-90 FAIR CREDIT/PRIVACY LAW AK5166 01-10 PRIVACY STATEMENT `Indicates a change was made to your policy. . . rr In Yell 1rm 011435 9 0000304 sa 1 co r po ra t i Q n Information Page Carrier No: 20001 Policy No: 790122 Employer Identification No: 93-0994679 NCCI Risk ID No: Item 1. The Insured: Entity Type: CASCADE RESEARCH LLC LIMITED LIABILITY COMPANY Mailing address: Agency: CASCADE RESEARCH LLC REINHOLDT & OHARRA INSURANCE 271 MORTON ST 518 WASHINGTON STREET ASHLAND, OR 97520-2949 ASHLAND, OR 97520 Other workplaces not shown above: NONE Item 2. The policy period is from 04-01-2015, 12:01 A.M. to 04-01-2016, 12:01 A.M. at the insured's mailing address Item 3. A. Workers Compensation Insurance: Part One of the policy applies to the Workers Compensation Law of the states listed here: OREGON B. Employers Liability Insurance: Part Two of the policy applies to work in each state listed in item 3.A. The limits of our liability under Part Two are: Bodily Injury by Accident $500,000 each accident Bodily Injury by Disease $500,000 each employee Bodily Injury by Disease $500,000 policy limit C. Other States Insurance: Part Three of the policy applies to the states, if any, listed here: NONE D. This policy includes these endorsements and schedules: WC360601 E Oregon Cancellation Endorsement W0000421 D Catastrophe (other than Certified Acts of Terrorism) Premium End W0000422B Terrorism Risk Insurance Prog Reauthorization Act Disclosure End W0000414 Notification of Change in Ownership Endorsement W0000406A Premium Discount Endorsement WC360406 Premium Due Date Endorsement WC990309C SAIFPlus Endorsement WC360301 Oregon Unsafe Equipment Exclusion Endorsement WC990616 Confidentiality Endorsement Item 4. The premium for this policy will be determined by our Manuals of Rules, Classifications, Rates and Rating Plans. The premium and rates and the experience rating modification factor, if any, may change on your anniversary rating date of 04-01-2016. All information required below is subject to verification and change by audit. IM 7828 DECLARATIONS (CONTINUED) GffiOe PoIIo for CASCADE RESEARCH LLC PoIIcy Num er 97-BS-A501-0 SECTION II - LIABILITY LIMIT OF COVERAGE INSURANCE - Coverage L - Business Liability $1,000,000 Coverage M - Medical Expenses (Any One Person) 05,000 Damage To Premises Rented To You ;300,000 LIMIT OF AGGREGATE LIMITS INSURANCE Products/Completed Operations Aggregate 02,000,000 General Aggregate 02,000,000 Each paid claim for Liability Coverage reduces the amount of insurance we provide during the applicable annual period. Please refer to Section II - Liability in the Coverage Form and any attached endorsements. Your policy consists of these Declarations, the BUSINESSOWNERS COVERAGE FORM shown below, and any other forms and endorsements that apply, including those shown below as well as those issued subsequent to the issuance of this policy. FORMS AND ENDORSEMENTS CMP-4100 Businessowners Coverage Form CMP-4319.1 Unauthorized Business Card Use FE-6999.1 Terrorism Insurance Gov Notice Ci~JiP-4237 Amendatory Endorsement Ci:FiP-/,'L705 Loss of Income 8t Extra Expnse CMP-4710 Employee Dishonesty CMP-4709 Money and Securities 0Iv1P-4706 Back-Up of Sewer or Drain CMP-41.70,11 Dependent Prop Loss of Income CMP-4703 Utility Interruption Loss Incm CIN iP-4713 Excl Testing Consulting E8.O FD-6007 Inland Marine Attach Dec Prepared FEB 09 2015 © Copyright, State Farm Mutual Automobile Insurance Company, 2008 CMP-4000 Includes copyrighted material of Insurance Services Office, Inc., with its permission. 7830 290 Continued on Reverse Side of Page Page 5 of 6 Page 1/1 . CITY OF ASHLAND DATE PO NUMBER ASH20 E MAIN ST. 11/20/2015 13252 ASHLAND, OR 97520 (541) 488-5300 VENDOR: 019911 SHIP TO: Ashland Electric Department CASCADE RESEARCH LLC (541) 488-5354 27 W HERSEY STREET 90 N MOUNTAIN ASHLAND, OR 97520 ASHLAND, OR 97520 FOB Point: Req. No.: Terms: Net Dept,: Req. Del. Date: Conta~.t: Karl Johnson Special Inst: Confirming? NO Quantity Unit Description Unit Price Ext. Price Provide cultural research and 3,000.00 monitorinq services for the Chautauqua Walk Replacment Proiect per State Historic Preservation quidelines and standards. Contract for Personal Services Beqinninq date: 11/16/2015 Completion date: 12/31/2016 i SUBTOTAL 3,000.00 BILL TO: Account Payable TAX 0.00 20 EAST MAIN ST FREIGHT 0.00 541-552-2010 TOTAL 3,000.00 ASHLAND, OR 97520 Account Number Project Number Amount Account Number Project Number Amount E 690.11.18.00.70410 E 000485.120 3,000.00 i 2A I, Authori d Signat VENDOR COPY ur FORM #3 CITY OF ASHLAND REQUISITION Date of request: 11/18/15 Required date for delivery: ASAP Vendor Name Cascade Research, LLC Address, City, State, Zip 27 W. Hersey Street, Ashland, OR 97520 Contact Name & Telephone Number Dennis Gray, Owner, (541) 708-0899 E-Mail cascade(a)ash [an dhome. net 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 Attach co of council communication If council approval required, attach co of CC ❑ Small Procurement Cooperative Procurement Less than $5,000 ❑ Request for Proposal (Copies on file) ❑ State of Oregon ❑ Direct Award Date approved by Council: Contract # ❑ VerbalMritten quote(s) or proposal(s) -(Attach copy of council communication) ❑ 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 - (Attach copy of council communication) Description of SERVICES Total Cost Provide cultural research and monitoring services for the Chautauqua Walk Replacement $3000.00 (not to exceed) Project per State Historic Preservation guidelines and standards (see attached) Item # Quantity Unit Description of MATERIALS Unit Price Total Cost TOTAL COST F-1 Per attached quotelproposal Project Number 000485.120 Account Number 690.11.18.00.704100 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 requisitiorr'form, l certify that the City's public contracting requirements have been satisfied.. Employee: Department Head: &011'_ A .rte '(Eijual to or greater than $5,000) Department Manager Supervisor: City Administrator: (Equal to or greaterthan $25,000) Funds appropriated for current fiscal year YES / NO Finance Director- (Equal to orgreater than $5,000) Date Comments. Form #3 - Requisition CITY OF FORM #4 ASHLAND DETERMINATIONS TO PROCURE PERSONAL SERVICES $5,000 to $75,000 To: Dave Kanner, Public Contracting Officer From: Mark Holden -Director of Information Technology and Electric Date: 11-18-2015 Re: DETERMINATIONS TO PROCURE PERSONAL SERVICES In accordance with AMC 2.50.120(A), for personal services contracts greater than $5,000, but less than $75,000, the Department Head shall make findings that City personnel are not available to perform the services, and that the City does not have the personnel or resources to perform the services required under the proposed contract. However, the City Attorney, the Public Contracting Officer, or Local Contract Review Board, can require a formal solicitation for bids to ensure that the purposes of this chapter are upheld. Background The Department of Public Works intent is to contract with aprivate consultant the appropriate scope of services developed for project number 2014-06 The scope of workfor this project includes providing cultural research and monitoring services for the Chautauqua Walk Replacement Project per State Historic Preservation guidelines and standards. The work is expected to take place in fiscal year 2016 with a budget amount not to exceed of $3, 000.00. The amount appropriated in the current Council approved budget to pe7 form this work is $3, 000 in Electric Department Professional Services for unanticipated matters. Pursuant to AMC 2.50.120(A), has a reasonable inquiry been conducted as to the availability of City personnel to perform the services, and that the City does not have the personnel and resources to perform the services required under the proposed contract? The City of Ashland Engineering Division does not have the adequate staff time or appropriate resources to provide the scope of service contemplated under this contract. In addition, no other Department in the City has the resources or technical knowledge to complete the work associated with this personal services contract. Form #4 - Department Head Determinations to Procure Personal Services, Page 1 of 1, 11119/2015