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HomeMy WebLinkAbout2016-175 Contract - Master Strategy Contract for AFN Marketing and Consulting Services CITY OF CONSULTANT: Master Strategy -A5 H LAND CONTACT: Susan Unger 20 East Main Street Ashland, Oregon 97520 ADDRESS: 490 Park Ridge Place, Ashland, OR 97520 Telephone: 541/488-6002 Fax: 541/488-5311 TELEPHONE: 541-702-6262 DATE AGREEMENT PREPARED: June 15, 2016 EMAIL: susan@masterstrategy.com BEGINNING DATE: July 5, 2016 COMPLETION DATE: July 31, 2017 per addendum attached as Exhibit E. COMPENSATION: Not to exceed $60,000.00 per cost proposal attached as Exhibit C. SERVICES TO BE PROVIDED: Ashland Fiber Network Marketing and Consulting Services per statement of work attached as Exhibit D and 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 $20,283.20 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 an losses, expenses, claims, subro ations, Contract for AFN Marketing and Consulting Services Page 1 of 5 actions, costs, judgments, or other damages, directly, solely, and proximately caused by the negligence of City. 0. 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: $250,000, $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 Liabilit insurance with a combined single limit, or the equivalent, of not less than Enter one: Contract for AFN Marketing and Consulting Services Page 2 of 5 MINN 1110 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 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, excluding Professional Liability and Workers' Compensation, 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. Nona ppropriations 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(rshland B S B U--% Signat r Department Head Print Name Print Name Title Date W-9 One copy of a W-9 is to be submitted with the signed contract. Purchase Order No. AP ROVED S FORM t As hl i~yA or ney Date Contract for AFN Marketing and Consulting Services 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: aU (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. Skk (2) Commercial advertising or business cards or a trade association membership are purchased for the business. S~ (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. !PA (5) Labor or services are performed for two or more different persons within a period of one year. S(~ (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 AFN Marketing and Consulting Services Page 4 of 5 CITY • ASHLAND, OREGON EXHIBIT B City of Ash land LIVING WAGF per hour effective June 30, 2016 (Increases annually every June 30 by the Consumer Price Index) rats portion of business of their 401 K and IRS eligible employer, if the employer has cafeteria plans (including ten or more employees, and childcare) benefits to the has received financial amount of wages received by assistance for the projector the employee. ➢ For all hours worked under a business from the City of service contract between their Ashland in excess of ➢ Note: "Employee" does not employer and the City of $205283.20. include temporary or part-time Ashland if the contract employees hired for less than exceeds $20,283.20 or more. If their employer is the City of 1040 hours in any twelve- Ashland including the Parks month period. For more ➢ For all hours worked in a and Recreation Department. details on applicability of this month if the employee spends policy, please see Ashland 50% or more of the ➢ In calculating the living wage, Municipal Code Section employee's time in that month employers may add the value 3.12.020. working on a project or of health care, retirement, additional For Call the Ashland City Administrator's office at 541-488-6002 or write to the City Administrator, City Hall, 20 East Main Street, Ashland, OR 97520 or visit the city's website at www.ashland.or.us. Notice to Employers: This notice must be posted predominantly in areas where it can be seen by all employees. CITY OF ASHLAND Contract for AFN Marketing and Consulting Services Page 5 of 5 n: a Master Strategy Grow Profitably. COST PROPOSAL Labor - $18,000 Consulting: Research, Strategy Development, Advice and Recommendations, Planning Susan Unger @ $50/hour - $12,000 Graphic Design Lisa Nelson @ $85/hour - $6,000 Materials - $38,500 Advertising (broadcast, print, digital) Event Space & Collateral Printing Photography Promotional Items Other (as defined in marketing plan to be developed) Expenses Postage (direct mail) - $3,000 Incidental Administrative expenses - $500 TOTAL: $60,0000 Signed Date Susan Unger, President 490 Park Ridge Place Ashland, OR 97520 541.702.6262 tel 541.255.1176 fax masterstrategy.com STATEMENT OF WORK EXHIBIT D Phase I Research ■ Perform research that will identify AFN's position in the community marketplace and compare AFN's position to its national and local competitors. ■ Assess current brand and identity and provide recommendations for improvement. ■ Analyze all relevant research to recommend the best strategies and outreach channels toward improving AFN's community outreach tactics. ■ Target timeline: 30 days Phase 2 Strategy Development ■ Work in conjunction with AFN and its retail partners to develop an overall strategy to improve AFN's outreach and communication efforts to actively engage customers. ■ Develop tactical initiatives to increase customer acquisition for AFN through AFN's resellers/partners. ■ Recommend branding, advertising, marketing, media, social media, public relations and community outreach initiatives to promote the Ashland Fiber Network's acquisition efforts for residential and business customer growth. ■ Identify baselines and define specific target deliverables, objectives and goals. ■ Target timeline: 15 days Phase 3 Marketing Consulting & Planning ■ Provide marketing advice and recommendations to AFN leadership and City officials ■ Develop an integrated marketing plan that addresses: o Tactical initiatives to acquire new customers and upsell and retain existing customers o Mass media, social media, target marketing, and public relations o Recommendations for website usability and content o Recommendations for collateral, point-of-purchase, and other materials ■ Target timeline: 30 days Phase 4 Marketing Implementation, Monitoring, Reporting ■ Implement Marketing Plan ■ Monitor results and report on progress and accomplishments relative to defined deliverables, Objectives and goals. ■ Target timeline: Remaining 7.5 months of contract period EXHIBIT E Master Strategy ADDENDUM TO PROPOSAL DATED FEBRUARY 27, 2016 June 17, 2016 Kari Olson Purchasing Representative City of Ashland 90 N. Mountain Ave. Ashland, OR 97520 Dear Ms. Olson, This is an addendum to the City of Ashland's agreement with Master Strategy prepared on June 15, 2016 for Ashland Fiber Network (AFN) Marketing and Consulting Services. In regard to Exhibit D, the Statement of Work, please note that the consultant will be traveling out of the county and unavailable to work during the month of September, 2016. The completion date of this agreement will therefore be extended to July 31, 2017. Similar accommodations to the time schedule, if any, will be made by mutual agreement between the City of Ashland and the consultant. Thank you for incorporating this addendum into the agreement. We look forward to the opportunity of collaborating with you and your AFN team to successfully fulfill your strategic and marketing objectives. Kind regards, Susan Unger President DATE (MM/DD/YYYY) ,~coRn® CERTIFICATE OF LIABILITY INSURANCE 06/30/2016 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: HISCOX Inc. PIA/ . No. Extim HONE (888) 202-3007 A/c No : 520 Madison Avenue ADDRESS: contact@hiscox.com 32nd Floor INSURERS AFFORDING COVERAGE NAIC # New York, NY 10022 INSURER A : Hiscox Insurance Company Inc 10200 INSURED INSURER B : Master Strategy INSURER C : 490 Park Ridge PI INSURER D : INSURER E : Ashland OR 97520 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. INSR ADDLSUBR POLICY LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER MM/DD/YYYY MM DD/YYYY LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 u/ DAMAGE TO RENTED CLAIMS-MADE I^ I OCCUR PREMISES Ea occurrence $ 100,000 MED EXP (Any one person) $ 5,000 A Y UDC-1708004-CGL-16 02/29/2016 03/01/2017 PERSONAL & ADV INJURY $ 0 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 X POLICY F I JECOT- F-] LOC PRODUCTS - COMP/OP AGG $ S/T Gen. Agg. OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO BODILY INJURY (Per person) $ ALL OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE $ HIRED AUTOS AUTOS Per accident r, $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS' LIABILITY Y / N STATUTE ER _ E.L. EACH ACCIDENT $ ANYPROPRIETOR/PARTNER/EXECUTIVE ❑ N/A OFFICER/MEMBER EXCLUDED? (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 (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of Ashland are an additional insured. CERTIFICATE HOLDER CANCELLATION The City of Ashland 90 North Mountain Ave SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Ashland, OR 97520 THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014101) The ACORD name and logo are registered marks of ACORD ACORO® DATE (MM/DDNYYY) CERTIFICATE OF, LIABILITY INSURANCE 02/29/2016 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: PE FAX Hiscox Inc A /CN No. Ext . (888) 202-3007 (A/C, No): 520 Madison Avenue E-MAIL ADDRES_ s: contact@hiscox.com 32nd Floor INSURERS AFFORDING COVERAGE NAIC # New York, NY 10022 INSURERA : Hiscox Insurance Company Inc 10200 INSURED INSURER B : Master Strategy INSURER C : 490 Park Ridge PI INSURER D : INSURER E : Ashland OR 97520 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. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR I POLICYNUMBER MM/DDNYYY MM/DD/WYY COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S DAMAGE TO RENI-5CF- CLAIMS-MADE F1 OCCUR PREMISES (Ea occurrence S MED EXP (Any one person) S PERSONAL & ADV INJURY S GEN'LAGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE S POLICY PRO JECT LOC PRODUCTS - COMP/OP AGG S OTHER: S AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT S Ea accident ANY AUTO BODILY INJURY (Per person) S ALL OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE $ HIRED AUTOS AUTOS Per accident S UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DIED RETENTIONS S WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN STATUTE ERH ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE S If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT S Professional Liability Each Claim: $ 250,000 A UDC-1708004-EO-16 02/29/2016 03/01/2017 Aggregate: $ 250,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) 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. AUTHORIZED REPRESENTATIVE (l/vim @ 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014101) The ACORD name and logo are registered marks of ACORD State Farm Mutual Automobile Insurance Company Box 799100 Dallas, TX 75379-9100 Dallas, StateFarm AT2 A-2155 A UNGER, SUSAN & ERWIN, PAMELA 490 PARK RIDGE PL AUTO RENEWAL ASHLAND OR 97520-1695 AMOUNT DUE: $241.20 Payment is due by January 27, 2016 Your State Farm Agent BRIAN CONRAD Office: 541-482-8470 Address: 1806 ASHLAND ST Policy Number: 140 0847-A27-37D ASHLAND, OR 97520-2331 Policy Period: January 27, 2016 to July 27, 2016 If you have a new ordferent car, have added anydr>vers, orhave moved, Vehicle: please contact your agent 2000 MERCEDES SL500 Principal Driver: SUSAN UNGER CONVENIENT PAYMENT OPTION: To use State Farm's When you provide a check as payment, you authorize us 50-50 payment plan, submit one half of your premium plus a either to use information from your check to make a $2.00 handling charge. The balance will be due 60 days one-time electronic fund transfer from your account or to after your renewal date. process the payment as a check transaction. When we use This policy expires on the date due if premium is not paid. information from your check to make an electronic fund Based on your driving record, you have our Accident-Free transfer, funds may be withdrawn from your account as soon Discount for preferred customers. as the same day we receive your payment, and you will not receive your check back from your financial institution. Policy Number: 140 0847-A27-37D Page number 1 of 5 Prepared December 23, 2015 1004583r Please fold and tear here 143562 201 11-12-2014 Power To Pay Online Mobile Mail M Call your Agent 541-482-8470 JU Walk In PC or . Download our Send us Automated line: 1-800-440-0998 See your Your Way mobile devices - - Pocket Agent App C3 a check Key code: 5576257734 State Farm Agent A State Fa Insured: UNGER, SUSAN & ERWIN, PAMELA 1 5 0 9 6 0 21 8 8 Policy Number: 140 0847-A27-37D Insurance Supppport Center P.O. Box 680DD 1 Amount Due: $241.20 Dallas, TX 75368-0001 Please pay by January 27, 2016 '~'~II"II~..I.1111"'II~~'II.~~III~~I'llll'lll~l~l'I"II'll~~l~ Make payment to State Farm For Office Use Only AUTO REN $241.20 0218 1-A1 A 2155-FAE6 APP DT 03-07-2016 MUTL VOL StateFarm Other Household Driver(s) In addition to the Principal Driver(s) and Assigned Driver(s), your premium may be influenced by the drivers shown below and other individuals permitted to drive your vehicle. This list does not extend or expand coverage beyond that contained in this automobile policy. The drivers listed below are the drivers reported to us that most frequently drive other vehicles in your household. PAMELA ERWIN Principal Driver & Assigned Drivers Your premium may be influenced by the information shown For each automobile, the Principal Driver is the individual for these drivers. who most frequently drives it. Each driver is designated as an Assigned Driver on the household automobile that he or she most frequently drives. COVERAGE AND LIMITS See yourpolicyforan explanation of these coverages. A Liability Bodily Injury 250,000/500,000 Property Damage 100,000 P1 Personal Injury Protection Includes Medical 15,000 Income Loss 3000/mo/yr $109.49 D 500 Deductible Comprehensive $31.55 G 500 Deductible Collision $64.74 U1 Uninsured Motor Vehicle Bodily Injury 250,000/500,000 Property Damage 20,000 $44.41 $250.19 Minus Previous Credit $8.99 Amount Due $241.20 If any coverage you carry is changed to give broader you the broader protection without issuing a new policy, protection with no additional premium charge, we will give starting on the date we adopt the broader protection. DISCOUNTS These adjustments have already been applied to your premium. Multiple Line ✓ Multicar ✓ ✓ Vehicle Safety Accident-Free ✓ (continued on next page) Purchase Order' Fiscal Year 2017 Page: 1 of: 1 ERS2 B City of Ashland ATTN: AP E. Main Purchase L 20 L Ashland, OR 97520 Order # 17 T O Delivery must be made within doors of specified destination. V MASTER STRATEGY S E 490 PARK RIDGE PLACE H C/O Ashland Fiber Network N ASHLAND, OR 97520 P 90 North Mountain Ave D Email: susan@masterstrategy.com Ashland, OR 97520 O T R O Q=_ ;nom= - - MARK HOLDEN W -Me _t= T~ff F07/12/2016 _ 2109 FOB ASHLAND OR Cit Accounts Pa able tem - _esc # nZ TY= C = - - tee 1e MARKETING CONSULTANT SERVICES The Above Purchase Order Number Must Apppear On All Correspondence - Packing Sheets And Bills Of Lading 1 MARKETING CONSULTANT SERVICES - 12 MONTHS NOT TO 1.0 $60,000.00 $60,000.00 EXCEED $60,000 CONTRACT FOR AFN MARKETING AND CONSULTING SERVICES BEGINNING: 07/05/16 COMPLETION: 07/31/17 GL Account: $60,000.00 GL SUMMARY 024700 - 606100 $60,000.00 9j I By_-~-' Auth ed Signature Authorized 8ignature $60,000.00 FORM #3 CITY OF ASHLAND e REQUISITION Date of request: 6o ak Required date for delivery: 7-5~ Z1, Vendor Name to A ►t 4 l~ o--- - Address, City, State, Zip Contact Name & Telephone Number _ 02- _ 2-to 255 -1 ? Fax Number ~~-f Y• 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 # ❑ Verbal/Written 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 rAN 6, ~,L q L I ),&°C s Vt ®S , 1 2-OAS ttO % r,-~ s a $ (,9 ) 0® Item # Quantity Unit Description of MATERIALS Unit Price Total Cost TOTAL COST ❑ Per attached quote/proposal $ Project Number AccountNumber - - Account Numbe ®01A?- O_ _ O_ `O Account Number - - - _ n - - *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 ify that the City's public contracting requirements have been satisfied Employee: Department Head: 4~ 41 (Equal to o eater' than $5,000) Department Manager/Supervisor: City Administrator: r,- (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