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HomeMy WebLinkAbout2017-094 CONT Addendum - Cascadia Consulting Group ADDENDUM TO CITY OF ASHLAND CONTRACT FOR PERSONAL SERVICES Addendum made this 28th day of February, 2017, between the City of Ashland ("City") and Cascadia Consulting Group, Inc. ("Consultant"). Recitals: A. On (February 22, 2016) City and Consultant entered into a "City of Ashland ContractforPersonal Services" (further referred to in this addendum as "the agreement"). B. The parties desire to amend the agreement to extend the date of completion to March 31, 2017and increase the total contract cost not to exceed 10 % of the original contract (max $12,900) to address additional data calculations requested by ad-hoc committee and agreed to by City project staff to assist in the final selection of project goals and targets as well as for increased costs for public en.ga.gement efforts. City and Consultant agree to amend the agreement in the following manner: 1. The date for completion of the agreement is extended to March 31, 2017 2. The maximum price is increased to $ $142, 800. 3. Except as modified above the terms of the agreement shall remain in full force and effect. CONSULTA T: CITY OF ASHLAND: BY BY epart e t Head in Princi al Date Its ManaN N N DATE March 10, 2017 Purchase Order # Acct. No.: ~~~6 ~ ~ ~a l D`~ (For City purposes only) 1- CITY OF ASHLAND, ADDENDUM TO CONTRACT FOR PERSONAL SERVICES ~11V®ICC CASCADIA CONSULTING GRGUP, iNC. 1109 First Av~yenue Suite 400 GONSUL3ING GRpUP Seattle, WA 98101 (206) 343.9759 February 23, 2017 Invoice No: 4733 . Adam Hanks ~ ~ City of Ashland . Administration & Conservation ~ "i 20 East Main St Ashland, OR 97520 ~ ~~~R g ~9 Project 8000486.01 AshlandClimate2016 ~ ~ ~ ~ ! Professional Services from January 1, 2017 to January 25, 2017 ~ 7 ~ Task 002 Public Engagement , ` ; , Professional Personnel f Hours Rate Amount Martin, Andrea 2.75 127.56 350.79 Totals 2.75 350.79 Total Lobar 350.79 Consultants Immense Possibilities, LLC 211712017 Immense Possibilities, LLC current inv plus overage from 690.00 inv #6 Total Consultants 690.00 690,00 Reimbursable Expenses Lodging 111/2017 Commerce Bank of Washington AM: 12/08/16 Kimpton hotel 3.16 111/2017 Commerce Bank of Washington AM: 12/09/16 Plaza Inn and 113.23 Suites Meals 1/112017 Commerce Bank of Washington AM:12/08/16Mix Bakeshop 3.75 1/1!2017 Commerce Bank of Washington AM: 12107/16 Markolli's dinner 26.63 111/2017 Commerce Bank of Washington AM: 12/07/16 Starbucks 3.45 1/102017 Commerce Bank of Washington AM: 12107/16 Starbucks 2.45 1/1/2017 Commerce Bank of Washington AM: 12/07/16 Stumptown 3,00 coffee Rental Car 1/1/2017 Commerce Bank of Washington AM: 12/08/16 Chevron fuel for 1.77 rental car 1/1/2017 Commerce Bank of Washington AM: 12/08116 Enterprise rental 75.06 car other Travel 1/112017 Commerce Bank of Washington AM:12/07/16 S4U Parking 10.00 Total Reimbursables 242.50 242.50 Total this Task $1,283,29 Billings to Date Current Prior Total Labor 350,79 40,706.56 41,057.35 Subcontractor 690.00 7,049.57 7,739.57 Project 8000486.01 AshlandClimate2016 Invoice 4733 Expense 242.50 6,094.11 6,336.61 Totals 1,283.29 53,850.24 55,133.53 Page 2 Project 8000486.01 AshlandClimate2016 Invoice 4733 Task 005 Report and Monitoring and Evaluation (M&E) Plan Professional Personnel Hours Rate Amount Daudon, Marc .50 200.00 100.00 Franzen, Eric 11.00 97.44 1,071.84 Martin, Andrea 28.25 127.56 3,603.57 Martin, Katie 16.00 83.00 1,328.00 Zerbe, Kevin 3.50 83.71 292.99 Totals 59.25 6,396.40 Total Labor 6,396.40 Consultants Jill Simmons 1/2612017 Jill Simmons 600.00 Total Consultants 600.00 600.00 Total this Task $6,996.40 Billings to Date Current Prior Total Labor 6,396.40 15,306.47 21,702.87 Subcontractor 600.00 610.00 1,210.00 Expense 0.00 185.55 185.55 Totals 6,996.40 16,102.02 23,098.42 Page 3 Project 8000486.01 AshlandClimate2016 Invoice 4733 Task 006 Project Management Professional Personnel Hours Rate Amount Martin, Andrea .75 127.56 95.67 Totals .75 95.67 Total Labor 95.67 Total this Task $95.67 Billings to Date Current Prior Total Labor 95,67 6,311.54 6,407.21 Subcontractor 0.00 450.00 450.00 Expense 0.00 138.24 138.24 Totals 95.67 6,899.78 6,995.45 Page 4 Project 8000486.01 AshlandClimate2016 Invoice 4733 Budget Summary Current Prior To-Date Total Billings 8,375.36 129,900.00 138,275.36 Budget 142,800.00 Remaining 4,524.64 Total this Invoice $8,375.36 Billings to Date Current Prior Total Labor 6,842.86 97,750.18 104,593.04 Subcontractor 1,290.00 24,407.91 25,697.91 Expense 242.50 7,741.91 7,984.41 Totals 8,375.36 129,900.00 138,275.36 Authorized By: Date: 2123117 Andrea Martin Page 5 ~I~OICE: CASCADIA~ TO: Cascadia Consulting FR(}1Vi: Immense Possibilities LLC PROJECT: Ashland Oregon Climate Plan DATE: February 3, 2017 ' Seventh invoice far consulting (January 2017 hours} 1/4/2017 CEAP Comm mtg, write and send mtg notes 2 ~ ~ 1/5 Call wlAndrea & Adam 6 1124 City Council study session, mtg notes 1,2 TOTAL 3.8 hrs indicates payment not guaranteed] 3.8 hrs @ $150 = $570 Due and payable for December services unvoiced 12130117} "Cascadia-6") $1575; Current invoice 570. $ 2145, TOTAL BALANCE DUE; 52145 Thank you, Jeff Golden Immense Possibilities LLC ~ 1 ' 211.1~~ ~ PO Box 1232 ~ Ashland OR 97520 SS# 556-80-8812 ~ , ~ Fp s ~'W<I 1 *~k~~~$*~~~ r vyth ~ ~~I I S { 44 1 I ~ p i ~ i i ~ CC~3 • • ' ' pry; ark for A~~~~a ~~~a~ts~~ ~ Prc'ect~ AS~la~~d ilrnate €°tic~n P~;~n Strategic advice and plan development assistance for the Ashland Climate 4 Action Pian from October Z~1 ~ through January ~ 2817 Community Engagement ~ Open douse Strategy & Project Call Review of Ashland Climate & Energy Plan PAYMENT: NOTES '~Ji~l Simmans`= "..,.d~~ia..~it~~~r n Strategic 9712~kr Avenue Sea#tle,llti/A 98~ 22 h~ghd C~ir~~-~ 5 _ N~~'_ _ 1 2~I~1~' ~o _e ,j e _ ~ s 1/31/2017 Hotels.cam - Deals ~ Discounts far Hotel Resservatiarts fry Luxury Hotels to $udg~t~4ccammodatiot~ y - ; ' ' v i + . ~ _ _ _ r P < Mlanage your bot7kings ~ ~ ~ ~ ~ ~ - _ Your Hotets.corrt~ Rewards membership number is 34195007 ~ r z s i; . This booking has been completed, Your Hotels.com confirmation number. 806743x175780. Thank you for booking >,viih Nolels.com Booking details Plaza ~n l~ Suites atAshfand Creek 98 Central Ave ° .t Ashland, OR I US +1541488$90Q Summary 8 Room Charges Check in: Wednesday, December 7,x016 Check Out; Thursday, December 8, 2016 Rurat+on; 1 night Room type: Execuiive Room,1 King rSed, Creekslde Total rooms: _ Room Executive Room,1 King Bsd, Creekside Numbero€nights: 9 night Numberofguests: Andrea h4ariin, 1 adult Przferences`: Non Smoking, King Bed Room 2 Executive Roam,1 King Eed, Creekside Number of nights: 1 night Numberofguests: Marct7audon, 9adult creferences*: Mlon Smoking, King Bed Price per room per night: $11323 Yau won't be charged until you check in or check out of the hotel _ k ' Flsasa note: Raorn preferences and Spacial requests canna be guaanfeed, Special rayuests are subject to availabilil}~ upon chec!c•in and may incur additional charges. n , , _ ~ m V i t _ - ~ , , yea ~ t ~ - ~ ~ J~ M' , i 1 ~ ~ s 7 - f gg - _ ~~lNi Kvl It i4 ~'t:.i I~l~i' ~ C:~ Payment Information € Billing Name: Andrea Martin Card type: ~Isa Card number: X)U(70CXXXXXy,}(710a Billing address: 98101 US Additional hotel information Checking in: Ex`ra-person charges may app;y and varydepending on propertypolicy. t;ovemment-issued photo identificaGan and a credit card ar cash depositare required at check-in far incident>rl charges. Special requests are subjecito availability anon chock-in and may incur additionaicharges. Special requests cannotbe Guaranteed. Amenity highlights: hies8ed in the foothills oithe Siskiyau and Cascade mountain ranges. Plaza Inn & Suites atAshland Creek in downio4+m Aahtand is 1 block from Lithia Park,1 mile from the University of Southern tJregt?n, and walking distance Pram the Shakespeare Festival. Among its amenit<es, fhe Plaza Inn t+relcames guests with a warming fireplace in fhe lobby, a spa tuh and a 24,~lourfitness facility. htips_llwww.hotels.com/customer carelbookin~details.h6~nl?cartfirmatianld=8067432175780&ifineraryld=80674321757808~surname=c„kGwBf1ktozQ 1!2 a , ~ ~ ~ ,1 ~~i, ~ 1 I ~ of ;u, _i:i 690RAIR UC~fi ~ ~s ~ h ys~^' - - - - 1 r 615,1 ~,e. ^,a f°7 '7 _..s. I: • ~ 4~~ER ©Ia ~1EHICLE: I: T ~ .i, . , , ' . , ~ o y't ' .1 BRANCH ~•~DRE55: r ~ . . REPITAL. . ~ sauRCF ~ LD. Y ~ ~ _s~ ~ ~ I , a TYPE :a • I : REPd1F..R _ i I, P START CHARGES IF OIFF~KENT ~ ~ , - _ ORIGINAL VEHICLE i ' ~ ~ ; ~ w1 ~ ~ at z ~ ~T I ~ ' ~ , , "r~ fl L?,'` ~ r~ {i e~~r~yJ w 4] .1~~ K~, ~~I t`sf° ~"ti ~l i A ~ a4 '.f ~a i - t ~ j 1 ~ ~ ~ s' v 1 ~ a r ~ I ~ 1 r rlll ~ ~ ~s ~ a.~4« i~,'{ ~ I i, X44 to i ~ ~ i COLOR LICENSE N0. ~ v , t a ~ 5 ~ ar y ~y asII . , ~ ~ 1'r r ' i " ~ P ~i.~G 1' ~A7 4 ~ S~~Y v y~~~~~~{~l,6v_ 6t, r,. dt t I _ 7 t a Ls to I~~ ~ r r i( 4.i~ ~ _ .NfODEL ECAR~ i~ tti +wl`~ T I~•',tF , ~y, ~ a . . _ - IN ~ 88LL _ . M COMPANI hilLE- AGE T~ OL1T ATTN: PFION_ GHECK-IN EMPL~ i _ REFERENCE NUM®ER: C4hsTiiLtJANDRIEL K, ~OrKEB:' 1 I J ~ ; ADDITIONAL AUTHORIZED DRIVER(S) - EXCEPT AS REQUIRED BY L+~W„fVONE PERt'AITTFD 1"dITHOUT O'SIER'S ~ ~iRITTEN APPROVAL e e O ~ ~ J Rc0UE5T ONNER'S PERMIBSIDN TO ALLOI~' _ _ _ _ _ ~P ~ rT ,9 i ~ - - ' 1 ~ I uvnv is u~vu~rt mt wreTRvL iwu ulRC~l ivn I V LRIYC VCI•illiLC CUIZ A4E AND ON MY EEHALF, l AM RE9PpNSIBLEj ® ~ I FOR THEIR ACTS WHILE THEY AKE CP.IVING, AND POR FULFILLING TERC4IS RND CpNDiT IDNS pF THI5 RENTAL ® Z AGREEMENT (AGREEP~ENi~ USE OF VEHICLE BY RPJ UNAUTHORIZED DRIVER WILL AFFECT hiY LIABILITY A.ND O ~ ~ RIGHTS UNDEh TIiIS AGRE~FdENT. 1 ER NTEFt: X X>CEPdi' -~BCRA'[71 {y.M16L"NC! PERMISSION GRANTED TD OPERATE VEHICLE ONLY IN THE UNITED STATES UNLESS AUTHORIZED BELO+lJ; F OUT E 118 116 318 1!2 5!8 3l4 7!8 U , L IN _ F 1B il4 3~T3 1!2 518 314 718 F OPERATION IN ANY OTHER COUNTRY WILL A,~FECTYOUR LIABILITYAND RIGHTS UNDER THiS AGREEMENT. RENTER DECLINES OPi1pAAI.COLL4~DH REN7ERACCEPiSOP1106IA1.COlI~10NDAFAAGE N®I i~rEe OUR CONTRACT OFFERSp, bA~lA6EWAPVER ~~Yd}At~AS~1ME5 R~RL~ WAfVFgi lt~~flAT FEE SHAWN W {X)LUPAV TO I FOR AN ADDITIONAL CHARGE, A Rl~4POt,IS®IL[PY SEE PARAGRAPH 7. RIGHT. SEE NOTICE TO LE7' RUD PARAGRAPH 17. • ~ ~ CCLLUIptd DAPdAGE WAVER IS hiOT INSURAPdC"c. COLLISION DAMAGE WAIVER TO COVER YOUR RESPONSIBILITY ~:x ; _ _ RENTER OECU~ OPTi~,IkL Pe NAI. RENIERRl~TS OPTIONAL PERSDP•1AL FOR DAMAGE TO THE VEHICLE. ~,ICI'~Pk6'Pf~j.SEEI>ARACuTAPH1~8AND11.~C0U~RAGEI~ PL-CjATFE~ES OnJ N~ ~N f TO RiGHi. Sc~ PARAGRAPH 1?. ~ BEFORE DECIDING WHETHER OR NOT TO PURCHASE THE COLLI- •~ss~'_`_~~' SIGN DAMAGE WAIVER, YOU MAY RE~NTER~DPCU~~ alp ~ SEF PARRC~APH 6. Lla~r~ PA R~4TECTdDN~(SfPI AT FEE SHO~i` N ~ WISH TO DETERMINE WHETHER cpu,MNTO PJGHT. Sr>: PAF24GRAPH 18. I YOUR OWN VEHICLE INSURANCE RENTER aE.r't~IE90PT90t{AL.ROAb94D£ RENTFRACCEPi50RTipI6Al.RQAASIDE AFFORDS YOU COVERAGE FOR ~TkCTION (RRP},SEE ~ ~ ~ fCIiT~EE bFiIONAL PRODU~ S ~ ~ DAMAGE TO THE RENTAL VEHI- I ~ ~ rvoncE To U~r A1dD PARAGRAI'rd ~o. ~ _ z , CLE AND THE AMOUNT OF TFIE; ~ _ ~ ,I, ,r~, ~ ~ - , ~ DEDUCTIBLE UNDER YOUR OW~~ ~I~~~ . , ~r ]t ' ~ INSURANCE COVERAGE. THE ~ _ I' ~s4y s tl ~khH°a+m '~Y,NIb t~~^-rl ,i~'"N °t~I~.sB' k ~ ~ ~ 1 ~ r ! r.r 3' ~ M .t ,~.~u ~ ~ n ~ ~ I ~ 1 r ' ~ F ,in I PURCHASE OF COLLISION DAM ~,~~a~~ ~ ~~kl (~N$sl~~. I ~ ~ ~ _ ~ • FlAll %.v~~~~'~Y;I~t1~~sy' ~`I7` ~y~~ ' ~W" ~S ,E I ~ r~. ..f ~k^~"y,^-y t fN, ~ II 'a+~ I ~"~,dy~~ ~Ft~ ~ 1 ~ it 1; t.. r ~ 1 a I f r. ~ ~ -f e y ~ I i a ~ H ~ , AGE WAVER IS NOT MANDATORY ~f~~~~• ,t ~ ~ a. ~°~;~X ~ ~ I~" ~ ~ ' ~ a d I u'ti ~ n i rl~ir II,! 1 1 1'1 II -7~~'~ 6.i'1 f~~ ~'f 4~~M~j"'° ~~lr~l!r~x pM, ~ I a. ~ w ~ s , AND MAY 8E WAIVED. 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COLOR LICENSE NO. 1 SILL RETURN CAR BR~:~y ~~°~'tAsiT(SJ: DATE TUBE AMOUNT PAID BY UIODEL EGARn MILE- 1N AGE OUT ADDI I ZONAL INFQRMATiON CHECK-IN EP~9PL~ ~„~~,a~iya ~ a~~; ~ TOTAL CHARGES LEYEi ,1074 p,~~ o ~ ~ DEFas~Ts o ~ a C~ ~ ~ r REFUNDS w , ~ Z~ t ".4 , ,w. ~ ~ CLOSED BY ~osxr -9s~~ai c<t~sstt~ P~dSY CASH CHECK I CHARGE F OUT E 118 'U4 3i8 1i~ 518 3!6 718 F E RECEIPTQF DATE ~ AMOUNT RECEIVED BY GASH RER1iVD L IN E 1/$ 114 618 314 718 F bWNER IS AN AFFILIATE bF E,'~TERPRlSE HOLDINGS INC,, WHICH OWNS ALL RIGHTS TO ENTERPRISE NAi44ES AND h~RKS. p EAN Ho6dings LLC, ~D~ Rental Agreement X347-09064 1 " ~ I ~ Dill Ref 900-317-041 Invoice Date: 12/0/2016 1000 TERMINAL PARKWY LOOP 109 Account MEDFORD, OR 97504-4155 BILLING DETAIL Description QtylPer Rate Amount TIME & DISTANCE 1 DAY 36.42 36.42 TIME & DISTANCE 3 HR 7.28 21.84 BILL TO DISCOUNT 5.00 % -2.91 ANDREA MARTIN 2017 NW 61ST ST Subtotal 55.35 SEATTLE, WA - 98107 2 DAY 3.00 6.00 - - - - - - CUSTOMER FACILITY CHARGE 3.OOlDAY RENTAL INFORMATION CONCESSION RECOUPMENT FEE 10 PCT PCT 10.00 5.64 DatelTime Out Date/Time In VEHICLE LICENSE RECOV FEE .51/DAY 2 DAY 0.51 1.02 12/07/2016 07:17 AM 12108/201610:42 AM PCT 12.50 7.05 MEDFORD CAR RENTAL TAX Renter Total Charges (USD) 75.46 MARTIN, ANDREA _ _ _ _ _ RENTAL VEHICLES PAYMENTS Payment Visa -75.06 MileslKms Total Payments (USD) -75 06 Color License Model Unit Out In a _y. BLUE DK 936JHN SENT 7NF25M 13,721 13,750 VIN:3N1AB7AP2GL666067 Amount Due (USD) 0.00 CLAIM INFORMATION Individual line item char es such as rental rates for Time and Distance, percenta e-based charges ~e.., sales taxes and ~ees or surchar~es~, and charges divideq between multi~e arties ma be oJeded up qr own a whole cent to e s re that the c arges equal the actual ot~l Amount~ue - - an~ror to avoid ractional cents. Claim# I PO# 1 RO# Insured Date of Loss Type of Loss Type of Vehicle Repair Shop For Billing Inquiries l Payment Terms Tel#:5036928400 ~ ORARADMIN@EHl.com Payment Due within days of invoice date Late a ments are sub"ect to a finance char e, Thank You For Choosing Enterprise Please Return This Portion With Remittance Amount Due (USD) o Remit To : Paid By: ENTERPRISE RENT-A-CAR ANDREA MARTIN 20400 SW TETON AVE 2017 NW 61ST ST TUALATIN, OR 97062-8812 SEATTLE, WA 98107 Fed Tax Id: 26-4086616 Account # Rental Agreement Amount GPBR 834709064 0 46E3 ~ 3 -I CPS ~ ~ ~ ~ ~ `~L7 ~ N ~ 3 ~ W As ~~QC'7 ~'3 ~ CI ~ ~ Q ~ ~ ~~tI1 ~ - - C~ ~C r4- --a r-l- t13 ~ ~ ~ G3X ~ ~ ~ ~ ~ C7 ~ CD ~ C7 "z ~ d ~ ~ .J. CD .~'.h C13 r-f~ ~ lC? r~-t Zi L~t3 iZ t8! n C 7' ~,1 C7 ~ c, ~ ~ ~ r,- r cri a ~ ~ c~ w ~ ~v e.~ o c~ cy c7 ra ~ ~ cn _..ea r" r-; ,r~, ~ -i L~ Tom: ~ ~ • ~ C t 1 -P ; ~ Jam' e'^".~.' `rr w i~il i v L±.+ w ...r h.; ~ _ ~ ~ I C tom' ~3 G ~ = t!? y Ca0 ~ ~ f ? 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N ~ ~ i N i C31 Eti t ~ ~ N -C~ .A 1 ~ ~ Cll i ~ ~ 1 ~ ° I l I I I ' ~ ~ I I 1 I ~ 1 U3 ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ x ~ t~ ~ ~ s ~ ~ ~ ~ ~ ~ ~ ~ ~ a3 ~Q ~ ~ t°~~~~ c~ ~ ~ ~ ~ Q n, ~ ~ p ~ ~ W ~ ~ ~ ~ f i ~ s a ~y~~ is ~ ~ ~ I , ~ C~ ~9 , ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~E ~ caa tip ~ ~ CONSU171NG GRt~UP To: Adam Hanks, City of Ashland From: Andrea Martin, Senior Associate Date: February 23, 2017 Subject: Progress Report far January 1- 25, 2017 far Climate and Energy Action Plan This memorandum summarizes progress on project activities for Climate and Energy Action Plan from January 1 to 2S, 2017 that are associated with the attached invoice # 4733. Task -®-coins anal Pubic u~ol~Ter~~nt Plan No activities this period. Task 2--Public nba~eent Prepared for ad-hoc committee meetings. Jeff Golden attended ad-hoc committee meeting and City Council study session. Task 3--l~iti~ation analysis and Prioritization No activities this period. Task 4---adaptation analysis and. Prioritization No activities this period. Task 5--.eort and 1Vlonitoring and evaluation Plan Revised draft Climate and Energy Action Plan. Task 6--Pra~ect l~Iar~abeut Conducted regular check-in meetings with contract manager and additional phone and email communications as needed. Summarized and shared action items from regular check-in meetings. Tracked and updated budget and progress for 2017. Prepared monthly invoice and progress report. Cascadia Consulting Group Seattle, WA San Jose, CA www.cascadiaconsulting.com t Page 111 CtT~t ~ _ DATE PO NUMBER 20 E MAIN ST. 311012010 13420 ASHLAND, OR 97520 (541) 488-5300 vENDOR: 020072 ~ SHiP T0: City of Ashland CASCADIACONSULTINGGROUP iNC (541) 488-6002 11091STAVENUE SUITE 400 20 E MAIN STREET SEATTLE, WA 98101 ASHLAND, OR 97520 FOB Point: Req. No.: Terms: Net Dept.: Req. Del. Date: Contact: Adam Hanks Special Inst: Confirming NO Quantit Unit Descri tion Unit Price Ext. Price Climate and Energy Action Plan 129,900.00 Consulting services and associated public engagement process per the scope of work attached as Exhibit C to the contract, Contract for Personal Services Beginning date: February 22, 2016 Completion date: February 28, 2017 SUBTOTAL 129 900.00 BILL To: Account Payable TAX 0.00 20 EAST MAIN ST FRElcyr 0.00 541-552-2010 TOTAL ~ 29, 900.00 ASHLAND, OR 97520 Account Number Project Number Amount Account Number. Project Number Amount E 710.01.02.00.60410 129 900.00 94 . ~ ~ ~,~°"°+'~'7~,.--.. fig ,a ~ Authored Signature VENDOR COPY 325 ~A5CA~3IA CC~~ISULT~~G ~R~J~lP, ~~C 2017, Printed, Climate Plan -Eden P013420 ~1' II I ~ a . ; ~ ~ : Ackivtty ~ PO Lines and Line Details Invoices Receiving l8 :.r, > Totafis . i . # ♦ Change Quantity unit M Nat~S . Line Llescription t~rder Quantity Invoiced Price £lydered Liquidated Canceled SaEance _ r-~. ~ Approvals Audit ~ ~ 1 Eden P013420 Climate No 1 6 72,856.09 72,856.09 72,856.09 0.00 0.00 and Energy Action Plan ~2 ~ Remaining balance $80,275.67 Processed change order 02/10/2017 Request to deduct payment of $7,419.58 i Ttaesday, Feb 28, 2017 10:34 AM .t r r i - . ~ ~ Fiscal Year 2017 .Page: 1 of: 1 - - B City of Ashland _ _ _ ~ ATTN: Accounts Payable 20 E. Main Purchase L 325 Ashland, OR 97520 Order # T Phone: 5411552=2010 0 Email: payable@ashland.or.us V H C1O Administration E CASCADIA CONSULTING GROUP, INC 120 East Main St p 11091ST AVENUE SUITE 400 P Ashland, OR 97520 O SEATTLE, WA 98101 T Phone: 5 488 58 6002 R 0 Fax.541 _ ~ _~___end~rPhcn~um~~~ ~1~~~~~~~k~Q~ ~ ~ ~t~ ~ = ~..r _ 20_6 449-1112 ~ Adam Hanks Qaf~Qr~ered= ~dQ~~r- ~a~ _=-~vi~ = 7 --t - - - - - 1010412016 1499 FOB ASHLAND OR Cit Accounts Pa able _ - _ Climate Plan -Eden PO 13420 1 Eden PO 13420 1 $72,856.0900 $72,856,09 Climate and Energy Action Plan Remaining balance $80,275.67 Processed change order 0211012017 Request to deduct payment of $7,419.58 Project Account: 2 ADDED: Processed change order 0312412017 1 $12,900.0000 $12,900.00 Completion date extended to March 31, 2017 Amount of increase $12;900 Project Account: GL SUMMARY 010200 - 604100 $72, 856.09 010600 - 604100 $12 900.00 r ~ ~ ~ q„ H_ gy; ~~~~.~4~ ~ ~£s~ ~ Date: ~ v Authorized Signature - $85 756.09 a~~ ~ ~ ~ f ~~x C N1° MMEN A R VAL R Request for a Change ®rder Name of Supplier I Contractor l Consultant: ~ ~ 3~ Total amount of this contract amendment: Purchase Order Number: ~ Title l Descri tion: : ~ ~ ❑ Per attached contract amendment Contract Amendment Original contract amount $ ~ 100 % of original contract Total amount of red vious contract amendments % of original contract Amount of this contract amendment ~ of original contract TOTAL AMOUNT OF CONTRACT $ ~ % of original contract In accordance with OAR 137-047-0800;1) The amendment is within the scope of procurement as described in the solicitation documents, Sole Source notice or approval of Special Procurement. 2) The amendment is necessary to comply with a change in law that affects performance of the contract. 3) The amendment results from renegotiation of the terms and conditions, including the contract price, of a contract and the amendment is advantageous to the City of Ashland, subject to all of the following conditions; a) goods and services to be provided under the amended contract are the same as the goods and services to be provided under the unamended contract; b) The City determines that, with all things considered, the amended contract is at least as favorable to the City as the unamended contract; c) The amended contract does not have a total term greater than allowed in the solicitation document, contract or approval of a Special Procurement. An amendment is not within the scope of the procurement if the City determines that if it had described the changes to be made by the amendment in the procurement documents, it would likely have increased competition or affected award of contract. Contract amendment is within the scope of procurement: YES ~ N0~ (If "NO", requires Council approval 1 Attach copy of CC.) Sourcing Method: SMALL PROCUREMENT • Less than $5,000 INVITATION TO BID or COOPERATIVE PROCUREMENT , QRF or ❑ "YES", the total amount of contract and cumulative REQUEST FOR PROPOSAL EXEMPTION PURSUANT TO AMC 2.50 amendments $6,000. "YES", the total amount of cumulative amendments ❑ "YES", the total amount of original contract and ❑ If "NO",amount exceeding authority requires s 25% of original contract amount or $250,000 cumulative amendments $100K for Goods & Services, Gouncilapproval. Attach copy of Council whichever is less, $75K for Personal Services, < $50K for Attorney Fees. Communication. ❑ If "NO",amount exceeding authority requires ❑ If "NO",amount exceeding authority requires Council ❑ Exempt- Reason; Council approval, Attach copy of Council approval. Attach copy of Council Communication. PERSONAL SERVICES Communication, ❑ Exempt- Reason: ❑ "YES",Direct appointment $35,000 ❑ Exempt -Reason: ❑ If "NO", requires approval. INTERMEDIATE PROCUREMENT SOLE SOURCE EMERGENCY PROCUREMENT Goods & Services • $5,000 to $100,000 ❑ "YES",the total amount of cumulative amendments ❑ Written Findings; Document the nature of the Personal Services • $5,000 to $75,000 25% of original contract amount or $250,000 emergency, including necessity and circumstances ❑ "YES", the total amount of cumulative whichever is less. requiring the contract amendment amendments 25% of original contract amount, ❑ If ❑ If "NO",amount exceeding authority requires ❑ Obtain direction and written approval from City "NO", amount exceeding authority requires Council Council approval, Attach copy of Council Administrator approval. Attach copy of Council Communication. Communication. ❑ If applicable, attach copy of Council Communication ❑ Exempt-Reason; ❑ Exempt -Reason; ❑ Exempt -Reason: SPECIAL PROCUREMENT INTERGOVERNMENTALAGREEMENT ❑ "YES",the total amount of original contract and cumulative amendments are ❑ "YES", the original contract was approved by City Council, within the amount and terms initially approved by Council as a Special Provide date approved by City Council: (Date) Procurement, If "NO", Council approval is required, Attach copy of Council Communication, ❑ If "NO",amount exceeding authority requires Council approval. ❑ Contract amendment approved and signed by City Administrator. Attach copy of Council Communication. Project Number----_-'_-- Account Number---_---°--'--'____-- AccountNumber_--'--~--'--'____-- ~Expendifure must be charged fo the appropriafe account numbers for the financials to refiecf the actual expenditures accurately, Attach extra pages if needed. Employee Signature: Department Head Signature: _ ~ (Tt !a ntofc tr cf?$5,000) City Administrator: (Equal to or gr _irer fhan $25,000 or 90%) funds approprrafed for current fisca>' year: YES / NO ~ ~ ` ~ ~ ` r Finance Director ~Equaf to orgreater than $5,000) Dafe Camments.~ - - Form #10 -Contract Amendment Approval Request Form, Request for a Change Order, Page 1 of 1, 2(2712017