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HomeMy WebLinkAbout2016-233 Contract - Hansford Economic Consulting Contract for Personal Services less than $35,000-00 - i a :3 r CONS, 1L TANT: Hansford Economic Con.';U1,Jng , ► CONTACT: Catherine I-lansford 20 East Main Street Ashland; Oregon 9P 520 I ADQRESS: PO Box 10384 Truckee. CA 96162 I Telepharle: 5+41,48$-0002 Ear: 5a1 1`t88.53 I TELEPHONE: 5-110-412-36-16 oafherineha!~tsfordecor ccrri P,4,~~,r.^..,1~F[l- EMAIL: i DiAi ACr,r"''.,, E E N'11 EN BEGII~ti INN SATE: 0815120116 COMPLETI ON C 4TE: 12131/2016 h rl I f'ti 0M t1 EN ly T! f-\ R ! _ see exniUL C + - L • • a net 1 To excee d ~ 1 41+J1 2 v'1, ClO,ov C,P~!A 0N isE V11 C/E 3 i 0 8E PI` 0V illDE ..i. ;S ~o e Lexhdbit Iv, storm drab; rates update ~ 1 A r-.r-s9-r! r-.w 1 r. t I V_ 0. is the event of WnfiRCtS Cr discreg.ancias amcnq thR vor4tract d :currents, the City of Ashland Contract for Personal s~ervicvs will be Primary and take lpre;eder,ce, and any exhibits or ancii err contracts or a± reertlentS h3tiin redcrdant or =-rtrarV provisions I-all be sub:Drdinate to and interpreted in a manner that wail not conf;lct ~iith the said primary City ct Ashland Contract. _ - - - - 1 FINDINGS: _ _ t 1 .1 P. R n~ n rn .n ra r. ~S 1,`. __.s- or 'h - siq _ r_`--,- r - Gi~ in(1~ oar t .lj tsi'i1U - 1S.f_ J i1 C11lef rC~slJ 1C71i1C 11 !I iUErY erti e" U 47Vrt, U ~ tTl lltiv ! 1+Yd L _'v GI l!! f ! i rI LJ 13rl-, ll f~l s determines that: #i'r the services to be acquired era perSonal services; {2) the C;ty does net have adequate personnel nor ! i rc9cnl,enac fro r}arfr.rrrl the c~r3r9 ecv. `2', t Ib cf t~r^ ent r,f u4vVe+ +`.,nr: r1,r,rcc r5fc tie riGrlartn~er±'r~ r~lun fr.r iitiliZ-=+e r1 rf c 1rF~ E I,.sdVV.+i `"ti'U LV V+!'J!Itl LIV Udt YI OMI LSIV a7 L./.lV+i 4 VI c+ 4• Lv~J SR+++ L c„r •v+ ..A eel+a.. t.tri + + personal services; (4) the undersigned consultant has specialized experience, education, training and capability sufficient j to perform the quaiity, quantity and type of work requested in the scope of Nark within the time and financial constraints j provided; (5) the consultant's proposal will best serve the needs Of the City-, and (5) the compensation negotiated herein is fair and reasonable. NOtll,{ THEREFORE, in ecn5ideration of the rnutua< covenants -ontainecl herein the CITY AND CONSULTANT AGREE as fo11ows: i 1. Findings I Recitations. The findings and recitations set forth alcove are true and correct and are inoorporated herein y Ulis roferer;co. 2. All Costs by Consultant: Consultant shall, at its own risk and exper:se, perform the personal services described i above and, unless otherwise specified, furnish ali labor, e01uiprnent and materials required for the paper performance l of such service. Qualified Work: Consultant has represented, anal by entering into this contract now represents, that, all personae! assl3 red to the work required under thts contract are fully Qu adified to perform the sen~jce to Arhich they wiil be ' assigned to a spilled and worker-like mariner and; if required to be registered, licensed or banded by the State of Olt, t.1r1, Ci4" 4i'J rt'~I ~l~l Cli 'lt l'il~ 'C1 E13 il3 6J1~11R iud. 4. Completion Date. Consultant Steal' st+al-t performirg t"e ser-!ri'.e under this Contract by the begi"ninq date indicated ~4~nrJn -anri rnx +}r~lnlp#e the I,9r fhc ;rn -r,nlrf=nr-ri f~• €;?r;iV t.3ri a niin ! '~1 .Jti rv LAi +`_1 VL.f 3114 a" L: I+.r VMS r!V' >.rr L11 ti,r 'JVI+IP.r+a-Lic,+• .++++.t- Lv4n bV r~.5. Compensation: City shall pay Consultant for service performed, including costs and expenses, the Sum specified above. Pavment5 shall be made within 30 davs of the cute of the invoice. Should the contract be prematurelv terminated, payments will be made for - of k completed and accepted to date of terrnMation. 6. Ownership of Documents: All d comer is prepared d,,F Consultant pursuant to this contract shall be the property of city. r. Statutory Requirements: ORS 279G,505, 279G,51 5- 79C 1320 and 27 9C.530 are made part of thEs contract. ter,. L!1(lii a~.equii`E'me ri~i _ it titer cj:IiUiirll s E~;i C•t nti' 't i :~v, 0).ik i or riiL I C, Zvi 1s+.i tali! i.• E 1 U;r2u lC+ itli ill y wi4h chapter 3:1. 12 of the Ashland lvlLinicipal Code by paying a liti+ing 1-krage+ as defined in this chapter; to all amp;oyees -n_ -+rr !r~rs -1cr 9ne14rr}hie nnr~frn+-r nnrt fin nnlt ~:lshrnn+rav-tnr Ya ten rte +-Irmo _0 nr m,-Nre of thc3 corm;iro w-irk Iirrj=r = f~,31 ; 1! I !4l VV V 1 r % 4.19 ,Ai M 4-2- c~1~+1 a4i r,~, t,~4 U: IV 4V +.i! 7 Y L!~ ~vl u:,.Sll+ J IV ~'w: : V-+'- + v V v+ + +tI 4.. v+ +W .1~+ v V4.+ v'✓+ b+ this ~;,vntract. Consultant is also required to past the notice attached hereto as Exhibit B predominantly in areas where i it will be seers by all ernpiovees. 9, Indemnification: consultant agrees to defend. indemnifv and save City, its officers, employees and agents harmless frorr: ary and all losses, ;la ms; actiors, costs, exGersses, judgments, subrogatio n, car:ter dam ages resulting from injury to any person (including injury resulting in deatn;j, or da-riage includi^g loss or destruct on) to property. of whatsoever nature arising out of or incident to the pelzormanc:e of this contract by Consultant (ircludinci but not E t 1i.- i.. al I_. a.-,.[. - i !!~!1 lei, kf,J Zna;l ilL_- G3 1~~1i1YC Gi E.J, itjlti 11)L Si PGi iiJi3i i 5tv01 r,. LI G! YID, E attendant to this contract). Consultant shall not be held responsible for any losses, expenses, claims, subrogations, il,.-~rt+-r,ar~{c n!+~t ,car rt~9r. -,ac rtiraotl},- solell7, and proxiel~atei cal sed by the rea!ir Inc of C..iht. :^J; 'JI L! IVi %A%-I. u.4 g:,,Z •.,+7 e,1: ? <.iVSl LJI IJ, 4VL]L-- '%.A 'A U.✓11 I.Vi 9 EJ I 124. Termination: Contract for Personal Services less t1ar. $3.15;000.00, Page ? rot 5 E 1l3LiLUdI .t11lst,it. l7(t~ [i:lf.tlClt-'.t ItC# be iGll!il a y[ C31 any lime 1..!-'y!~ FFIU,-Ual Loosen, CJ', tJkal( ~JLiifle-3. ` b- C1, 's Converierce. This contract may be terminated at any time by City upon 30 days' notice n writing and. dell vered Shy ri;m&if ad rgai~ r.r it iSPr 3'i C. For Cause. City may terminate or modify this contract, it whole or in part, effective u; .son de lve cf Written notice tQ Consultant. or at such later date as may be established by Gity urldei any' of the following 4'JiIUILIVi4 J. i. If C;ty funding from federal, state. county or other sources is not obtained and coritinued 3t ieveis sufficient to allow for the purl_hase of the indicated quantity of services; l ii. If federal or state regulations or guidelines are modified, changed, or interpreted in such a vvav i that the services are no io -i er aljlo 11G bje or appropriate PurCilase under ibis cone; act or are no longer eligible for the funding proposed for payments aUthorized by this contract: or iii. If any r-i-rt""sate r eeI i~ by 11AW or r ee-j ptun to he 1he'd by '-',)'I,i': t@1 M ~11`I i~~ ~ 9P 1 services required by this contras; is for any reason denied, revoked, Suspended, or not renewed. e. For Default or Breach, ! ^ ~'rL f n may to in..fn this Lr in th wh of in .nnnh ~ nr.ire.•.} i-f l t. ~itl~:er ti- 1 r or Consultai It 11 !42Y L rt~~1kf ICtL_ Li '-~n Lact I L: Fs GV:.I It ~ CA UrCC411 I c! .1 t4 :vI:U LA-L l.J the Duerr. Prior to such termination the party seeking terra, natior shah give to the other party iYntten notice o` the breach an d intent to terminate. if the party committing the breach l as not eritrre'y cued the breach within 15 days of the date of the nctice. or withiri such other peri _d as _ y itl~ slit' C1!^ILr I(Iiv iiuout- I(i 7i L U11 C CSI` rCl lFl1>v, tiiCrl !Iw Ci?ritl it Iliii L) U--€lilllldL cil cIlly time thereafter by a %.,vritten notice of termination by the pan y giving notice. H, Ti-nQ i, of th lessenn.,-, tilt is ;lt r,fQ. pfin , _h r_~_ d ' t' rl rr Tian( r» (1' r F. ~ - M__I r~i1 I, 1 - r the contract. City by writtcn notice to Consultant of default cr breach -nay at any time terminate the v%,hufe or any part of this cantract 'f Consultant fails to rarov de services called for by this -r I. L VVILi ii ttiie trriiF S}~etil e~i it r2tf i or in r any extension ii ere, iii. 'The Tights and remedies of City provided in this subse,ticin ;c:r are not exclus vc and are iii addition to any other rights arc' remedies provided by late or under this contract. e. Ob igabonl ability of Part?es. Termination or modification of this contract pursuart to subsections a, b, or i L; i(J'JYC shall Qt~ 11 a (VGA .-P viua 't;G LV is ly V~ii~s,J.it,li!~ 11C3E,ililUe~ VI ~Itl ICI PL11 ( a! Cs~uy dC; I Lei Ud 0fi0 t L0 SL! 1 tevlinati4n or r odification. However, upon receiving a notice of terminal, on (regardless whother such notice is ~1I~ = j"3 iidr t nr`t ;In ni,1hge+ti1C1S n bi i or d of }1ii~ SFCt' ri, C sul t ' i( ~ i.. r:+. ~ f or 0~ - .t~ii_ s '.'311 '~i e3 -dip-te-!v C~r`__asC all PCtiV`1;eS U"GIE r this cortrac , ur ess expressly' directed othenvise, by City in the notice of }err inatlora. Frtrther, upon termination ClcnSUltant shall deliver to Glut all contract doCUr Tents, information, wo*s-ir-progr-ess and other property that are or vti'vuflt1 Lai uc;rva.laLica ab! u C Contract 1,1eGi1 cur': iPicL*ru. %Wity 5! Ic~l! r:+ ay poi i5ultuiii for 'v'w't3r n re~~i~red p."tor SCI the termination date f such work was performed Jr, accordance with the Contract. 11. independent Contractor Status: Consultant, is on independent utintractar and not an em ioyee of tl.e Ulty_ Consultant shall have the complete responsibility for the petformaince of this contract. Gonsaltant shall provide 13 '~f~►rtC It C: 11lliCl.; l:Gi 1;L1°Jt !ll as rCYU! U II9 kim"D LJIi C?,JT.,,! iu Cl(I pl'(s LAlzL Z_ 110kt~VCRJ ttJ 1:C3!'vl(~[ VVLrI_ r?1k.~L7Cti, ~ I this contract. Consultant is a s ibie`cternplovyer (that will com,~ply`~-w~iith OR~Sy 651&0{1~ i. p n t~ r. AS Sigrl.rn{_'-'nt aid Subcontracts, i,on,;i 1ta ~i` ~fln,l? 6l}t assIJn 35 Fi] l.o#~!f [77'.± or -IJ Lj~~1:±rC1G~ G.Y ~y ~ortzt, of the 1Y1r j3k ! +.,ithout the iiJntter-i consent of 4!t;t. Any attempted assiarimert or subcontract v6thout written coonserL of CTy shall be void. Consultant shall be fully responsible for the acts or omissions of any assigns car SLrbc-clntraCt0rs arrd of all n aNprV -,vMfa l 41YV ti-rfi+LsY v.f c?7r a " aSSi/ r`V n~ r cllh~r.r~4r~~f ~h ~3( hr~ rr ~t^ n1r l ur,LJIIJ G11 I" fV''yol 1' ~ 71 a1 1:i ~auv tJ ILL c~ IL 1lc~:i :f~4 Cil 1"A t 4 viGu u:>X ! ccrtractuai relation bF_ween the assignee or subcontractor and City. i 1u. Default. The 6Jor;sultant ;Jnal be. in Default of this aoreernent if Gorsiltart' cor"zmits any material breach or default of any covenant, vfarranty, certificatior or obi igatior, it owes under the UCntract; its QRi=- status pi.rrsuart to fi r QRF C'.ui 5 OF rU e7 dr11 Ii4 E l--~C, L C, LI{!4i~aie Ui l.•CI lt! l L 1 V . U I a L is 3 B url cu LU 1 M. M r ;ice 06i V I0sc a G7 OU Lail M I f (n_- ^ i,l tit it consultant has aualiFed as a QRF for this agreement, institutes an action for relief i -i bankruptcy or has instituted n riirist it 37 aCt!Ei i or it fi v-f1i_1~f; Tikes a 9e-,iL?ra assita3r1ri':ant for the benefit cf redttur~ oi ceases Cl~Uri3ta ~3`.tiin~! orr a regular basis of tr~e type identified it) its obllaavoiis under the Contract, or atterriplts to assign rights ir, or deieaate duties under, the Contract, t^ rsc; I#~n L-h-- U at :-s r., v n r,ron jrj±t- I in %A11 ace. L, 1ISL EclIL -,I 1311 ~t. 07V expense ti.cuvII.- ;i(~ following rei~rirart i al. Worker's Corr.,Pensation insurance In corrtpliance with ORS 655.0'174 ,~IIi ich requires su iect emplovers tQ provide Oregon %vorker~s` compensaticin coverage ,or ail their subject work e s b- Professional Liabili~y itEstrrance with a conibined single limit, or -he ~yUirfaler]t, not less than ?1tc r o"i~?: r>~~.. n:1n ~,....nn n~:r .,..nr.. ~xnn ran rynrt rnfv a•.a r. ,-,.[~-t,l-l, tr- t_ !.;:z- _ i ~t'-i~U,411jt17 ~ilLlll;ltLJLi, ~ e,l-.'S.J;r,~iUt~. ~~U11.1.tJU!.J LIi itiilJt.',li.JLILedU3~ [L.JI CGI'..rli 4s;Gllilil (lll.IL~rllL`V'J 1.JV.>Lr4.ilEeiil.aG. Iv 1.~7 .,aver damages caused by error. omission or negligent acts related to the professional services to be provides U1,1 06; this o o P- c. General Liability, insurance (with a combined single lirrit, or the equivalent, of riot less than Enter or $2G0,000, $500,000, w1 C0O.0GO. S2.000,000 or Not Applicable for each occurrence for Bodily Injury ar.d P-oper ty I d_ Ajtcriobi e Liability insurance with a cor, ibired single limit, or the eGitai-rt, of not less than Enter one. MIC1,l 010, 55jij,0001 $i,00 x,000, or Not Appiica,ie for each accident for Bcdily inn ury and Propiami Damage. _ in("!udiitg .ono'ernae for owned. hir'ad or ron-opined vehicles, as appli,aWe. :or1 tact fc r Persortal Seifice ess tl~a i a35,~iQ4.0+_!, Pale Z cf e. Notice of cancellation or~chanee. There shalt be no can Ilation, rnateria! change, reduction of limits cr intent not to renew the insurance coverage(s) without 30 days' written notice from the Consultant or its insurer(s) to the City. i 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 andlor self-insurance- 15. Governing Law; Jurisdiction; Venue: This contract shall be governed and construed in ac=dance 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. is. 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, ANt3 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 mare 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 cf written notice to Consultant, with no further liability to Consultant. Certification. Consultarjt shall sign the certification attached hereto as Exhibit A and herein incur orated b reference. Consultant: City of Ashland By J~ 2, a164 By S nature Department Head Print Name Print Name Title Date VV-9 One copy of a W-9 is to be submitted with the signed contract. Purchase Order No. Contract for Personal Services less than $35,400.04, Page 3 of 5 EXHIBIT CERTIFICATIONSIREPRESENTATIONS; Contractor, under penalty of perjury, certifies that (a) the number shown on the attached W-9 form is its correct taxpayer 1 D (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 lousiness. (3) Telephone listing is used for the business separate from the personal residence listing- (4) tabor or services are performed only pursuant to written contracts. ~Z"~ (5) tabor or services are performed for two or more different persons within a period of one year. (b) 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. i 1 /Mmy e Contractor (Date) Contract for Personal Services less than $36,000.00, Page 4 of 6 CITY OF ASHLAND, OREGON EXHIBIT B City of Ashland LIVING WA E per hour effective June 30, 2016 (Increases annually every June 30 by the ILI Consumer Price Index) • - • - • . 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 project or 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 $20,283.20. 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 /o 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, For additional information: 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 Personal Services less than $35,000.00, Page 5 of 5 CXHIBIT C HANSFORD ECONOMIC PO Box 10384 Phone: 530-412-3676 CONSULTING Truckee, CA 96162 Email: catherine@hansfordecon.com August 10, 2016 Michael Faught, Public Works Director City of Ashland Public Works Department 20 E. Main Street Ashland, OR 97520 Subject: Storm Drain Rates Update Dear Michael: Hansford Economic Consulting (HEC) is pleased to provide this proposal to provide the City of Ashland (City) with updated Storm Drain Fees based on the new Department of Environmental Quality (DEQ) permit to be issued September 30, 2016. This letter provides a proposed scope of services, budget and schedule for this project. SCOPE OF SERVICES The new DEQ permit will include new requirements for small municipal storm water systems. Additional maintenance of the storm drain system will require additional staffing. The City has determined that an additional three full-time positions will be necessary for the City to be in compliance with the new DEQ permit requirements which must be implemented July 2017. Other costs associated with the new permit include a vac truck, office spaces, an engineering vehicle, and pipe/slurry/repairs costs. Costs have already been estimated by City staff. The additional staffing costs and other associated costs were not anticipated in the biennium budget and will impact storm drain rates. HEC will calculate the necessary rate increase to fund the costs associated with the new DEQ permit. Meetings. No meetings in Ashland. The estimated budget includes conference calls as needed. Deliverables. Technical memorandum detailing assumptions, methodology, and findings. ESTIMATED BUDGET AND SCHEDULE The estimated budget forthis project is $12,000. An estimate of time and cost is included in Attachment A. Invoices are prepared monthly and are due on receipt. HEC will meet the City's scheduling needs to present rates to Council in September or October 2016. Please review this proposal and call with any questions or comments. HEC's qualifications are provided in Attachment B. Page 2 of 2 August so, 2oi6; HEC #x1602o8 Sincerely, Catherine R. Hansford HANSFORD ECONOMIC CONSULTING Enclosures: Attachment A: Estimated Budget Attachment B: HEC Qualifications ATTACHMENT A Estimated Cost for City of Ashland Storm Drain Rates Update The cost estimate is based on HEC's 2016 standard hourly rates of $150 per hour for Catherine Hansford, $105 per hour for Rachel Kirkpatrick, $80 for Zach Gustafson, and $65 per hour for clerical work. HEC charges for services on a cost not-to-exceed basis; therefore, you will only be billed for the work completed up to the authorized budget amount. Invoices are issued monthly and are due on receipt. Direct expenses (vehicle mileage reimbursement, hotels, photocopying, and postage expenses) are charged with no markup and are included in monthly invoices. If additional work is requested that is beyond the original scope of services, or if work efforts are greater than anticipated in development of the budget, HEC will request authorization for additional budget. The total cost estimate is $12,000 as shown in Table 1 below. Table 1 Estimated Cost Catherine Rachel Zach Clerical Estimated Task/Item Description Hansford Kirkpatrick Gustafson Cost 2016 Hourly Billing Rate $150 $105 $80 $65 Data/Information Gathering 7 0 10 3 $2,045 Financial Data 7 0 8 2 $1,820 Rates Calculation 22 5 16 2 $5,235 Technical Memorandum 10 3 8 6 $2,845 Subtotal 46 8 42 13 $11,945 Direct Expenses/Contingency $55 Total Estimated Budget $12,000 Note: HEC reserves the right to move budget between tasks up to the authorized budget amount. Billing rates are subject to adjustment January 1 each year. ATTACHMENT B HEC Qualifications HEC Organization and Services Hansford Economic Consulting (HEC) is a contract professional services business established in 2005 in Truckee, CA. Owned by Catherine Hansford, this sole proprietorship specializes in planning, economic and financial services for small to regional-scale projects. HEC specializes in water utilities public finance and enjoys a reputation for timely delivery of high quality work products. HEC endorses forward planning and understands that plans are useful only if they are comprehensive, relevant to the specific local conditions, and lead to implementation. HEC's services include: ■ Infrastructure Networks Analysis ■ Economic and Business Impact Analysis ■ Public Facilities and Services Financing Plans ■ Special Financing District Formation ■ Development Impact Fees Nexus Studies ■ Fiscal Impact Studies ■ Real Estate Feasibility Analysis ■ Agency Governance and Mergers ■ Utilities: ■ Water and Wastewater Demand Analysis and Projections ■ Income Surveys ■ Water, Wastewater, Recycled Water and Solid Waste Utility Rate Studies ■ State and Federal Low-Interest Loan and Grant Program Applications Contact HEC Visit HEC P.O. Box 10384 www.hansfordecon.com Truckee, CA 96162 P: (530) 412-3676 E: catherine@hansfordecon.com HANSFORD ECONOMIC CONSULTING Catherine ANSFORD Expertise Ms., Agricultural Economics (University of , Land Use and Infrastructure Financial Feasibility NevadaReno) Catherine understands the process of land B.S., Rural and Environmental Economics development. She has assessed the financial (University of Newcastle-upon-Tyne, UK) feasibility of real estate, determined potential revenue and expenditure impacts on local Career governments, and assisted crafting financing HEC, Principal strategies that meet objectives and goals of both public and private parties. ECO:LOGICEngineering, Senior Economist Water Resources Planning and Utility Rates Truckee Meadows Water Authority, Catherine's passion for water resources coupled with Senior Water Planner her education and career in economics complement one another. In this era when the link between water Economic and Planning Systems, Senior and economic vitality becomes more evident and Associate stressed, Catherine draws on her experience to assist with decision making for best use of scarce resources Presentations /Classes and make appropriate financial planning. The Cost of Rectifying Over-Appropriation of Groundwater in Diamond Valley, 2014 Economic Development and Impact Analyses Nevada Water Resources Assn Catherine provides clients analyses of current and Conference projected economic conditions using key social and Financial Management: Understand your economic indicators. She is particularly sensitive to Cost Structure, Customer Cost-Share the public process required for economic Responsibilities and Funding Options, development and land reuse plans. Catherine assists Videoconference Class for the Nevada public agencies to match budgets with level of service Rural Water Assn, November 2013 needs for public safety, transportation, and other Rate Setting Fundamentals: Math or Art? major infrastructure anticipated to support economic 2013 Nevada Rural Water Assn development. "A Misunderstood Relationship: Economic Communications Vitality and Environmental Improvement in It is not simply enough to be good at your work; you the Tahoe Basin". 2012 Tahoe Science have to be able to communicate with those you work Conference for. Catherine continually strives to be an excellent What is a Reasonable Water Rate? communicator. She has completed media 2011 Nevada Water Resources Assn spokesperson training, as well as other courses with this goal in mind. In addition, Catherine has managed Finding Funding for Energy consumer outreach groups, inter-local working groups Efficiency Projects, 2010 California Rural and task forces. Water Assn II HANSFORD ECONOMIC CONSULTING Rachel Kirkpatrick Rachel is an Associate at HEC, providing support on a wide B.S., Statistics (California Polytechnic range of projects. She uses her prior ten years of State University, San Luis Obispo) experience in managing projects from start to finish to ensure timely completion of work and client satisfaction. B.S., Business Administration with With a rich career in space systems program Finance Concentration (California management, engineering, and cost control, Rachel's Polytechnic State University, San Luis responsibilities at HEC include water and wastewater Obispo) database configuration and analysis in support of rate Career studies, memorandums, reports, presentations, and client HE C, Associate communications. Rachel has built a reputation for producing high quality Teledyne Imaging Sensors, Senior work, enthusiasm for project collaboration, and ability to Program Manager communicate effectively via verbal and written exchanges Lockheed Martin Space Systems, and reports. Rachel continues to educate herself on the Subcontract Program Manager utilities industry, particularly water and wastewater rate studies, capital funding opportunities and economics. Lockheed Martin Space Systems, Experience /Skills Systems Engineer Water & Wastewater Database Analysis Lockheed Martin Space Systems, Rachel recognizes there are many water billing systems Business Analyst and Engineering that do not afford simple outputs of necessary data for Planner performing water and wastewater analyses. Her experience allows her to consolidate a variety of data into a configured database for performing these analyses to produce thorough and equitable water and wastewater rate studies. Rachel works with the client to gather the required data, and continuously update them on the status of the project. Projects City of Fernley- Water and wastewater rate analysis City of St. Helena - Water and wastewater rate analysis City of Live Oak - Water and wastewater rate analysis Communications Rachel's philosophy is effective, efficient, and regular communications aid in successful project completions. Communicating is not just telling a client what they need, but rather listening to their issues, and incorporating thorough research and analysis to come to a conclusion that resolves the project's objectives. II I HANSFORD ECONOMIC CONSULTING ZACH GUSTAFSON Zach is an Analyst at HEC providing support on a wide B.S., Marketing (Bentley University) range of projects. His project experience includes cost burden analysis, economic impact analysis, feasibility Study Abroad, International Finance, studies, and rate studies. Zach has also headed market Marketing, and History (Bond University, research efforts for projects to check the validity of Queensland, Australia) assumptions in economic models. Through webinars and conferences, Zach continues to educate himself in the Career fields of economics and finance. HEC, Analyst Expertise Upper Playground, Operations Manager Capital Project Funding Ebben Zall Group, Public Relations Intern Through state, federal, local, and public-private SwervePoint, Marketing Intern partnerships, there are many funding sources available for capital projects. Zach works with the client to determine the ideal strategy to accomplish funding goals. Projects Calpine - DWSRF and USDA funding applications Sierraville - DWSRF and USDA funding applications Floriston - Claims for reimbursement Research Accurate and current information is a very important aspect of any project or study. The ability to locate and compile this information is essential to creating a great final product. Projects City of Newman - Wastewater rate analysis City of Waterford - Water rate analysis, and groundwater management funding options Sierra Nevada Memorial Hospital - Census data collection San Joaquin Mountain House - Census data collection Eastern Placer County - Employment survey of local businesses HEC PROJECTS /CLIENTS LISTING ■ Water, Wastewater, Recycled Water and Solid Waste Utility Rate Studies ✓ City of Fernley - Water and Sewer Rate Studies ✓ City of St. Helena - Water and Sewer Rate Studies ✓ City of Live Oak- Water and Sewer Rate Studies ✓ City of Ashland - Water and Transportation Fee Studies ✓ City of Waterford - Water Rate Study ✓ City of Livingston - Water, Wastewater and Solid Waste Rate Studies ✓ City of Escalon - Water and Wastewater Rate and Capacity Fee Studies ✓ City of Turlock - Water Rate and Recycled Water Pricing Studies ✓ City of Riverbank - Wastewater Rates Analysis ✓ City of Colusa - Wastewater Revenue Program ✓ City of Newman - Water and Sewer Rate Studies ✓ Woodbridge Sanitary District- Wastewater Rate Study ✓ South Placer Municipal Utility District - Wastewater Rates and Capacity Fees Study ✓ Donner Summit Public Utility District - Wastewater Treatment Plant Upgrade and Expansion Financing Plan and Cost of Service Study, and Water Rate Study ✓ Truckee Meadows Water Authority- Retail and Wholesale Water Rates Study ■ State and Federal Low-Interest Loan and Grant Program Applications ✓ City of Williams - Clean Water State Revolving Fund Loan ✓ Donner Summit Public Utility District and Sierra Lakes County Water District - State Revolving Fund Loan, USDA Financing, and CDBG Funding ✓ San Andreas Sanitary District - Clean Water State Revolving Fund Loan ✓ Midway Heights Community Water District - Drinking Water State Revolving Fund Loan ✓ Town of Floriston - Drinking Water State Revolving Fund Loan ✓ Sierraville Public Utility District- Financing Strategy and SRF and USDA Loan applications ■ Public Facilities and Services Financing Plans ✓ Northstar Community Services District - Tax Sharing Agreement Analysis for fire service ✓ Placer County - Urban Services Plans for Placer Vineyards and Bickford Ranch ✓ Squaw Valley PSD - Public Services Financial Analysis ✓ Truckee Donner Recreation and Parks District- Projection of Facilities Use and Revenues ✓ Western Regional Water Commission - Financing Chapter of the Regional Water Management Plan Update ■ Development Impact Fees ✓ City of Sacramento - Development Impact Fees Review, Best Practices ✓ City of Sacramento - Establishment of Senior Housing Fees for North Natomas ✓ City of Sacramento- North Natomas Public Facilities and Transit Fees Updates ✓ Washoe County - Spanish Springs Wastewater Connection Fee Analysis ✓ Rancho Murieta Community Services District - Security and Drainage Fees Update ✓ Yuba County- East Linda Specific Plan Nexus Study (roads and parks fees) ✓ City of West Sacramento - Flood In-lieu Fee Study Update ■ Infrastructure Networks Analysis ✓ City of Fernley - Safe Routes to Schools Report ✓ Truckee Meadows Regional Planning Agency - Study of Safe Walking Routes for Public Schools in Washoe County ✓ Truckee Meadows Regional Planning Agency - Capacity Constraints in Regional Infrastructure Networks Report ✓ Truckee Meadows Regional Planning Agency - Status of Sanitary Sewer, Solid Waste, Flood Control, Potable Water, and Groundwater Aquifer Recharge Chapter of the Regional Plan ✓ City of Sacramento - Benefit Cost Analysis for TIGER funding of the Sacramento Valley Station Improvements ✓ City of Lincoln -Asset Valuation and Replacement Analysis (street lights, storm drain, water, sewer, and sidewalks) ■ Economic Development and Business Impact Analysis ✓ California State Parks, Tahoe Regional Planning Agency and the US Army Corps of Engineers - Economic Analysis for Restoration of the Upper Truckee River ✓ Eureka County - Economic and Financial Analysis of a Potential Diamond Valley GID for retirement of water rights in an over-appropriated basin ✓ Tahoe Regional Planning Agency - Economic Section of the 2012 Regional Plan EIR/EIS and Transportation Plan EIR/EIS ■ Agency Governance and Mergers Analysis ✓ Washoe County - Financial and Functional Analysis of Water Service to the South Truckee Meadows General Improvement District ✓ Truckee Meadows Authority - Financial Due Diligence for consolidation of water service with Washoe County ✓ Truckee Meadows Water Authority - Interlocal agreements manager for water conservation initiatives ✓ City of Lakeport - Solid Waste Franchise Agreement Review ✓ City of Carson City- Marlette Water System Merger Financial Analysis ■ Water and Wastewater Demand Analysis and Projections ✓ Truckee Meadows Water Authority -Water Resource Plan ✓ Truckee Meadows Water Authority - Water Conservation Plan ✓ June Lake Public Utility District - Water Dema nd Projection for the Rodeo Grounds Project ✓ Truckee Meadows Water Authority - ET Controller Pilot Study ✓ Truckee Meadows Water Authority - Residential Water Demand Study DATE (MM/DD/YYYY) ,acoRO►® CERTIFICATE OF LIABILITY INSURANCE 8/16/2016 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: Lauren Schmidt Sierra Insurance Associates, Inc. PHONEME) (530)550-0123 (qC.No):(530)550-0102_ _W: I Truckee Tahoe Insurance Svcs. E-MAIL lauren@sierrainsurance.com ADDRESS: 12242 Business Park Drive #1 INSURER(S) AFFORDING COVERAGE NAIC # Truckee CA 96161 INSURERA:Sentinel Insurance 22403 INSURED INSURER B :Security National Insurance Co 19879 Catherine Hansford INSURERCMarkel American Insurance Co. 28932 DBA: Hansford Economic INSURER D : PO BOX 10384 INSURER E: Truckee CA 96162 INSURER F : COVERAGES CERTIFICATE NUMBER:16 GL, AUTO, E&O & 15 WC 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. ADDL INSR TYPE OF INSURANCE INSD SUER POLICY NUMBER MMLDDY EFF MMLDDY EXP LIMITS LTR WVD X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 EXI DAMAGE TO RENTED 1,000,000 A CLAIMS-MADE OCCUR PREMISES Ea occurrence $ 57SBABH1303 10/25/2016 10/25/2017 MED EXP (Any one person) $ 10 , 000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 X POLICY D PRO- JECT ❑ LOC PRODUCTS - COMP/OP AGG $ 2,000,000 OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ 1,000,000 A ANY AUTO BODILY INJURY (Per person) $ ALL OWNED SCHEDULED 57SBABH1303 10/25/2016 10/25/2017 BODILY INJURY (Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE X HIRED AUTOS X AUTOS Per accident $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION PER H AND EMPLOYERS' LIABILITY YIN X STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? N/A B (Mandatory in NH) SWC1092297 11/3/2015 11/3/2016 E.L. DISEASE - EA EMPLOYE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $ 1,000,000 C Professional Liability MG846153 7/7/2016 7/7/2017 $2,000,000 each occurrence $2,500 $1,000,000 aggregate DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Ashland, Oregon, and its elected officials, officers and employees are included as an Additional Insured as per form SS00080405. 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 20 East Main Street ACCORDANCE WITH THE POLICY PROVISIONS. Ashland, OR 97520 AUTHORIZED REPRESENTATIVE Lauren Schmidt/LS ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD INS025 (201401) Purchase Order Fiscal Year 2017 Page: 1 of: 1 hnjir. U J il~i K t wpl,~B City of Ashland ,ATTN: Accounts PaYable ' Z L 20 E. Main L Purchase 125 Ashland, OR 97520 Order # T Phone: 541/552-2010 O Email: payable@ashland.or.us V HANSFORD ECONOMIC CONSULTING H C/O Public Works Department E PO BOX 10384 1 51 Winburn Way N D TRUCKEE, CA 96162 P Ashland, OR 97520 Phone: 541/488-5347 O R TO Fax: 541/488-6006 ,:{y i ,;!l~Uendor 13-1p. 1. . f t i a#I~( 530 412-3676 Michael Fau ht g qn.' f' n upp i n a D e u u~~iL acts " . i ii! IV 1 I Gt ;,ate Ordered .Vendor Numbs Qe,,.;Armlfa WON. mTiltA,1i„_0~+hi!' lifh4tlP,i l I08/25/2016 1254 FOB ASHLAND OR Ci Accounts Pa able Item#.}~ - „ a PRO-, -IRM M MINN., M, d ; f de Storm Drain Rates Update 1 Storm Drain Rates Update 1.0 $12,000.0000 $12,000.00 Contract for Personal Services less than $35,000 Beginning date: 08/15/2016 Completion date: 12/31/2016 GL Account: $12,000.00 GL SUMMARY 081700 - 604100 $12,000.00 By: Date: Authorized Signature $12,000.00 FORM #3 CITY OF _ _ ASHLAND REQUISITION Date of request: 08/17/2016 Required date for delivery: ASAP Vendor Name Han;f rn ri Frpilnmir nnSiiltinn Address, City, State, Zip PO Box 10384 Truckee CA 96162 Contact Name & Telephone Number 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 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 Storm drain rates update $12,000 Item # Quantity Unit Description of MATERIALS Unit Price Total Cost o l t~ ~!/~6....fTOTAL COST ❑ Per attached quote/proposal v Project Number Account Number Account Number Account Number - *Expenditure must be charged to the appropriate account numbers for the financials to accurately reflect the actual expenditures. IT Director in collaboration with department to approve all hardware and software purchases: IT Director Date Support -Yes / No By signing this requisition form, I certify that the City's public contracting requirements have been satisfied. Employee: &4V~+-- Q - Department Head: (Equal to or reater than $5,000) Department Manager/Supervisor: City Administrator: (Equal to or greater than $25,000) Funds appropriated for current fiscal year.' (6)INO l~ Finance Director- (Equal to orgreaterthan $5,000) Date Comments: Form #3 - Requisition