HomeMy WebLinkAbout2017-119 Contract - Lomakatsi Restoration Project Contract for GOODS AND SERVICES CITY O F CONTRACTOR: Lomakatsi Restoration Project ASHLAND CONTACT: Aaron Nauth 20 East Main Street Ashland, Oregon 97520 ADDRESS: P.O. Box 3084, Ashland, OR 97520 Telephone: 5411488-6002 Fax: 5411488-5311 TELEPHONE: (541) 488-0208 DATE AGREEMENT PREPARED: FAX: nauth@lomakatsi.org 02/10/2017 BEGINNING DATE: 02128/2017 COMPLETION DATE: 3/31/2018 COMPENSATION: Not to exceed $1,049,360.00 GOODS AND SERVICES TO BE PROVIDED: Lomakatsi Restoration Project will provide forestry services under the Ashland Forest All-lands Restoration Initiative, an approved Oregon Watershed Enhancement Board Focused Implementation Partnership grant program. Lomakatsi Restoration Project will implement dry forest habitat enhancement work on specific properties outlined in the Ashland Forest All-lands Restoration Initiative Restoration Grant application (Exhibit D} and accordin to the Proposal in Exhibit C. ADDITIONAL TERMS: Lomakatsi will follow the proposal attached as Exhibit C and objectives and timelines in Exhibit D. Lomakatsi may choose to implement work through their own workforce, allocate funds to private landowners, orsub-contract for services that meet the property-specific plans and prescriptions as approved by the City. NOW THEREFORE, pursuant to AMC 2.50.090 and after consideration of the mutual covenants contained herein the CITY AND CONTRACTOR AGREE as follows: 1. All Costs by Contractor: Contractor shall, provide all goods as specified above and shall at its own risk and expense, perform any work described above and, unless otherwise specified, furnish all labor, equipment and materials required for the proper performance of such work. 2. Qualified Work: Contractor has represented, and by entering into this contract now represents, that any personnel assigned to the work required under this contract are fully qualified to perform the work 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. Contractor must also maintain a current City business license. 3. Completion Date: Contractor shall provide all goods in accordance with the standards and specifications, no later than the date indicated above and start performing the work under this contract on or after the beginning date indicated above and complete the work by the completion date indicated above. 4. Compensation: City shall pay Contractor for the specified goods and for any work 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. Compensation under this contract, including all costs and expenses of Contractor, is limited to $1,103,760.00, unless a separate written contract is entered into by the City. 5. Ownership of Documents: All documents prepared by Contractor pursuant to this contract shall be the property of City. 6. Statutory Requirements: ORS 2796.220, 2798.225, 2798.230, 2796.235, ORS Chapter 244 and ORS 670.600 are made part of this contract. 7. Living Wage Requirements: If contractor is providing services under this contract and the amount of this contract is $20,283.20 or more, Contractor 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 work under this contract. Contractor is also required to post the notice attached hereto as Exhibit B predominantly in areas where it will be seen by all employees. 8. Indemnification: Contractor 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 Contractor (including but not limited to, Contractor's employees, agents, and others designated by Contractor to perform work or services attendant to this contract). Contractor shall not beheld responsible for any losses, expenses, claims, subrogations, actions, costs, judgments, or other damages, directly, solely, and proximately caused by the negligence of City. Contract for Goods and Services, Revised 06/3012011, Page 1 of 8 9. 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 Contractor, 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 beheld by Contractor 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 Contractor 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 Contractor's performance of each and every obligation and duty under this contract. City by written notice to Contractor of default or breach, may at any time terminate the whole or any part of this contract if Contractor 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. ObligationlLiability 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, Contractor shall immediately cease all activities under this contract, unless expressly directed otherwise by City in the notice of termination. Further, upon termination, Contractor 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 Contractor for work performed prior to the termination date if such work was performed in accordance with the Contract. 10. Independent Contractor Status: Contractor is an independent Contractor and not an employee of the City. Contractor shall have the complete responsibility for the performance of this contract. 11. Non-discrimination Certification: The undersigned certifies that the undersigned Contractor has not discriminated against minority, women or emerging small businesses enterprises in obtaining any required subcontracts. Contractor further certifies that it shall not discriminate in the award of such subcontracts, if any. The Contractor understands and acknowledges that it may be disqualified from bidding on this contract, including but not limited to City discovery of a misrepresentation or sham regarding a subcontract or that the Bidder has violated any requirement of ORS 279A.110 or the administrative rules implementing the Statute. 12. Asbestos Abatement License: If required under ORS 468A.710, Contractor or Subcontractor shall possess an asbestos abatement license. 13. Assignment and Subcontracts: Contractor 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. Contractor 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. 14. Use of Recyclable Products: Contractor shall use recyclable products to the maximum extent economically feasible in the performance of the contract work set forth in this document. 15. Default. The Contractor shall be in default of this agreement if Contractor: commits any material breach or default of any covenant, warranty, certification, or obligation it owes under the Contract; if it loses its QRF status pursuant to the QRF Rules or loses any license, certificate or certification that is required to perform the work or to qualify as a QRF if Contractor 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. 16. Insurance. Contractor shall at its own expense provide the followin insurance: Contract for Goods and Services, Revised 06/3012011, Page 2 of 8 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. General Liability insurance with a combined single limit, or the equivalent, of not less than $2,000,000 combined or 1,000,000 for each occurrence for Bodily Injury and Property Damage. It shall include contractual liability coverage for the indemnity provided under this contract. c. Automobile Liability insurance with a combined single limit, or the equivalent, of not less than $1,000,000, for each accident for Bodily Injury and Property Damage, including coverage for owned, hired or non- owned vehicles, as applicable. d. Notice of cancellation or change. There shall be no cancellation, material change, reduction of limits or intent not to renew the insurance coverages}without 30 days' written notice from the Contractor or its insurer(s) to the City. e. Additional InsuredlCertificates of Insurance. Contractor shall name The City of Ashland, Oregon, and its elected officials, officers and employees as Additional Insureds on any insurance policies required herein but only with respect to Contractor's services to be provided under this Contract. As evidence of the insurance coverages required by this Contract, the Contractor shall furnish acceptable insurance certificates prior to commencing work under this contract. The contractor's insurance is primary and non-contributory. 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 Contractor shall be financially responsible for all pertinent deductibles, self-insured retentions andlorself- insurance. 17. 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, suitor proceeding (collectively, "the claim") between the City (and/or any other or department of the State of Oregon) and the Contractor 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. Contractor, 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. 18. 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. CONTRACTOR, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE, HEREBY ACKNOWLEDGES THAT HEISHE HAS READ THIS CONTRACT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND CONDITIONS. 19. 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. Contractor 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 Contractor, with no further liability to Contractor. 20. Prior Approval Required Provision. Approval by the City of Ashland Council or the Public Contracting Officer is required before any work may begin under this contract. 21. Certification. Contractor shall sign the certification attached hereto as Exhibit A and herein incorporated by reference. Contract for Goods and Services, Revised 0613012011, Page 3 of 8 a Contractor: City of Ash nd i~ ~ , ~ By - By ~ f Signature ' Dep~~tment Head ~ ~ Print Name Print Name Title Date UU-9 One copy of a Vll-9 is to be submitted with the signed contract. Purchase Order No, APPR S T4 FQRM Ashland .City homey Dat ~ 2~ Contract for Goods and Services, Revised 06130!2011, Page 4 of 8 EXHIBIT A CERTIFICATIONSIREPRESENTATIONS: Contractor, under penalty of perjury, certifies that (a} the number shown on the attached UU-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 exemptfrom 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: F+. aF i~ (1 } I carry out the labor or services at a location separate from my residence or is in a specific portion of my residence, set aside as the location of the business. (2) Commercial advertising or business cards or a trade association membership are purchased for the business. U (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. (5) Labor or services are performed for two or more different persons within a period of one - year. (6) I 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. v~~~-~ r .F J , / , I Contractor G~M~ rt5 " Date Contract for Goods and Services, Revised 0613012011, Page 5 of 8 1 ~ ~ 1 1 / Exhibit B ~ o s an . , , . , per hour effective June 30, 2016. The Living Wage is adjusted annually every ~r June 30 b the Consumer Price Index. Y - , - , , ~ portion of business of their 401 K and IRS eligible employer, if the employer has cafeteria plans (including ten ormore 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 ➢ Nate: "Employee" daes not employer and the City of $20,283.20. include temporary orpart-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, 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, orvisit the City's website at vvww.ash and.or.us, Notice to Employers: This notice must be posted predominantly in areas where it can be seen by all employees, CITY ~ F ~S H LAN D Contract for Goods and Services, Revised 06/30/2011, Page 6 of 8 Exhibit C: Lomakatsi Pro osal ` 9~~ ~~~~~a.~a,~~~ Contract for Goods and Services, Revised 06130/2011, Page 7 of $ Lom~lc~tsi Restoration Pro'ect J Restoring Ecosystems, Sustaining Communities ~ k ~ ~ I'.0. Box 3084 Ashhnd, OR 97520 f (541) 488-0208 FAX (541)488-4909 www.lomakatsi.org LOMAKATSI RESTQRA.TICf~J P20JECT Special Funding Proposal to City of Ashland Wednesday, February 15, 2017 To: Chris Chambers, Forest Division Chief, Ashland Fire & Rescue From: Aaron Nauth, Restoration Operations Director, Lomakatsi Restoration Project RE: Proposal for contracting Oregon Watershed Enhancement Board's (OWEB) Focused Investment Partnership (FIP) Implementation Grant Award for the Ashland Forest All-lands Restoration Initiative (AFARI) Mr. Chambers Please share this proposal prepared for City of Ashland (COA) for contracting the implementation of OWEB's FIP grant award for AFARI. The total six-year (3 bienniums) award is for up to $4,104,000.00, with the overall objective to identify and treat 3,800 acres of dry forest landscape. $1,153,430 was awarded for the first biennium to implement a suite of restorative treatments on 1,127 acres, which includes City, Federal and 11 private ownerships. Operations are scheduled to be implemented on approximately 60% of the projects between March 1 and June 30. Thank you for your time and consideration of this proposal. Background; AFARI OWEB FIP Lomakatsi, The Nature Conservancy (TNC) and City of Ashland (COA) were successful in applying and receiving an award from the Oregon Watershed Enhancement Board (OWEB) for the Focused Investment Partnership (FIP) Grant. The FIP is the first ever grant initiative for this program from OWEB, and 6 projects were selected for funding. The AFARI initiative was the only Dry Forest Landscape Proposal and selected for funding due to the high functioning partnership, the partners solid record of accomplishments with the Ashland Forest Resiliency project (AFR), and substantial US Forest Service investment in the project. The proposal over six years, (3 bienniums) will bring up to $6,000,000 to the Ashland Forest All-lands Restoration Initiative. Within the AFAR program area, OWEB has encouraged and authorized funding to be applied for implementation on federal, city and private ownerships. Jackson County consistently experiences one of the highest occurrences of wildfire in Oregon and has suffered devastating losses to life, property, natural resources, and community infrastructure. Concern over the issues spans local, regional, and national awareness that communities and the wide range of resources and ecosystem benefits on which they depend are at risk. The change in fire regime and 1 ~ P a g e Lomakatsi AFARI proposal to COA-February 15, 2017 intensity puts at risk the potential long term sustainability of these ecosystems particularly under anticipated climate change. The priority sub-watersheds surrounding the Ashland Watershed were chosen based on input from partners, the identified resource concerns, and for the opportunity to leverage and expand on a very successful and nationally recognized ongoing project to take it to the meaningful landscape scale. AFARI also creates additional impetus for additional adjacent public land treatment and and/or maintenance, such as on the BLM tracts, thereby increasing the efficacy of the CIS treatments and protecting the investments already made. Summary of AFARI Goals and Objectives • Treat greater than 20% of the dry forest landscape in ecologically and tactically strategic settings to mitigate severe fire behavior and loss oflate-successional, complex forest habitat for Northern Spotted Owl and fisher on a landscape scale in order to promote resilience to fire, changing climate, insects and disease. Apply ecological thinning and fuels reduction to a) reduce predicted fire behavior in and around complex forest habitat, and b) Promote development of new late-successional habitat in appropriate bio-physical settings • Restore landscape resilience by re-establishing open dry forest habitat and dependent biodiversity, legacy trees including large hardwoods with cavities for fisher, birds and other wildlife. • Protect legacy trees and future legacy trees by thinning encroaching smaller trees competing species and fuel accumulations. • Retain and promote large oak branching structures, cavities, acorn production, and other critical oak habitat features through removal of brush and competing vegetation to reduce severe fire threat and set the stage for reintroducing low intensity fire. ~omakatsi's Role Lomakatsi provides expertise and capacity in project development, planning, management, fine-scale ecological treatment design, monitoring, and implementation for ecosystem restoration projects. Lomakatsi employs a highly specialized local workforce trained and managed specifically to implement complicated ecological prescriptions. Lomakatsi will oversee implementation of AFARI restoration treatments that include ecologically-based tree and brush thinning followed by hand piling fuels, hand pile burning, prescribed fire, maintenance treatments, native grass seeding/plant establishment. Lomakatsi will work with landowners, representatives, contractors and forestry workforces to oversee that projects meet objectives, timelines and payments are processed according to schedule and OWEB guidelines. 2 ~ P a g e Lomakatsi AFARI proposal to COA-February 15, 2017 w Lomakatsi overall roles for AFARI include: 1. Spatial analysis and modeling 2. Landscape f Parcel Prioritization 3. Landowner Recruiting 4. Landowner Ranking 5. Outreach and Coordination 6. Community engagement and education 7. Regulatory and environmental compliance 8. Project Layout and Design 9. Pre implementation monitoring 10. Ecological thinning 11. Slash treatment 12. Planting of native species (pine) and grass /herb reseeding 13. Post treatment monitoring 14. Stakeholder and partner reviews 15. Annual and final reporting About Lomakatsi Restoration Project Lomakatsi Restoration Project is anon-profit, grassroots organization that develops and implements forest and watershed restoration projects in Oregon and northern California (www.lomakatsi.org). Having implemented restoration projects over 20 years across thousands of acres of forests and miles of streams, Lomakatsi has a proven record of success. In cooperation with a broad range of partners including federal and state land management agencies, The Nature Conservancy and other land trusts, private landowners, watershed councils, city county government, and Native American tribes, our work has set precedents on nationally recognized projects. Lomakatsi provides expertise and capacity in project development, planning, management, fine-scale ecological treatment design, monitoring, and implementation for ecosystem restoration projects. Lomakatsi coordinates closely with multiple funding partners and manages a diverse workforce in complex social settings supported by critical community outreach. Aaron Nauth Restoration Operations Director Lomakatsi Restoration Project PO Box 3084, Ashland OR 97520 www.lomakatsi.org Office (541) 488-0208 Pc: Marko Bey, Executive Director, Lomakatsi Justin Cullumbine, Chief Financial Director, Lomakatsi Darren Borgias, Southwest Oregon Program Manager, The Nature Conservancy 3 ~ P a g e Lomakatsi AFARI proposal to COA-February 15, 2017 Exhibit D: OWEB Restoration Grant Application See next page Contract for Goods and Services, Revised 0613012011, Page 8 of 8 Application Name: Ashland Forest All-lands Restoration Initiative ' By; City of Ashland Offering'I~pe: Ashland Forest All-lands Restoration Application Type: Restoration OWEB Region: Southwest Oregon County: Jackson Coordinates: 4 2.14 7 7 84 , -12 2.7 215 01 Applicant: John Karns 20 East Main Street Ashland OR 97520 541-552-2103 john.karns@ashland.or.us Payee: Barbara Christensen 20 East Main Street Ashland OR 97520 541.488.5300 barbara.christensen@ashland.or.us Project Manager: Chris Chambers 455 Siskiyou BLVD Ashland OR 97520 (541) 552-2066 chris.chambers@ashland.or.us Budget Summary: OWEB Amount Requested: $1,153,430 Total Project Amount: $3,143,274 Page 1 of 21 Printed by OWEB Grant Management System (OGMS) on 1/31/2017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Administrative Information Location Information What is the ownership ofthe projectsite(s)? Public land (any lands owned by the Federal government, the State of Oregon, a city, county, disfricf or municipal or public corporafion in Oregon) What agency(ies) are involved? Rogue-River Siskiyou National Forest and the City of Ashland Private {land owned bynon-governmental entities) Please select one of the following Landowner Contact Certification statements: • I certify that I have informed all participating private landowners involved in the project of the existence of the application, and I have advised all of them that all monitoring information obtained on their property is public record. Q I certify that contact with all participating private landowners was not possible at the time of application for the following reasons: Furthermore, I understand that should this project be awarded, I will be required by the terms of the OWEB grant agreement to secure cooperative landowner agreements with all participating private landowners prior to expending Board funds on a property. Please include a complete list of participating private landowners Dr. Bill Epstein, Hoffmann Innovative Land Group, NEWTON RODERICK J/BROOKS, BARBER J ClL MCCOY-BARBER, REED EDWARD J/CHRISTINE L, MAURER JOHN G. GOTTLIEB VERA S TRUSTEE ET, JESSUP STEVEN L/LAURA C., COWGER WILLIAM CIKAREN, DENNISIKATHY COOPER FAMILY,JARVIS JOSEPH/RUTH LVG TRST, Magdalena Winter; Lutcher Land LLC, Mountcrest Forestry LLC ❑ This grant will fake place in more than one county. Page 2 of 21 Printed by OWEB Grant Management System (OGMS) on 113112017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Permits Other than the land-use form, do you need a permit, license or other regulatory approval of any of the proposed proj ect activities? • Yes Q No For Details Go to Permit Page Racial and Ethnic Impact Statement Racial and Ethnic Impact Statement Q The proposed grant project policies or programs could have a disproportionate or unique POSITIVE impact on the following minority persons. (indicate all that apply) Q The proposed grant project policies or programs could have a disproportionate or unique NEGATIVE impact on the following minority persons. (indicate all that apply) • The proposed grant project policies or programs WILL HAVE NO disproportionate or unique impact on minority persons. Additional Information ❑ This project affects Sage Grouse. Page 3 of 21 Printed by OWEB Grant Management System (OGMS) on 1!3112017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Problem Statement Describe the watershed problem(s) that this restoration project seeks to address. Decades of landscape-scale fire suppression have allowed for increased forest stand density across much of southwestern Oregon. This increased density has resulted in a significant departure from the natural range of variability in species composition, tree density, forest structure, and wildfire fuel loading. Consequently, current forest conditions present an increased risk of uncharacteristically severe wildfire, which could have localized and regional impacts on soil, water, air, native plants and animals, and human communities. There is currently a need to reduce the risks of avoidable damage from uncharacteristically severe fire in overly dense dry forest and avoid impacts of severe fire to the erosive, steep, decomposed granite slopes in and around the Ashland Creek Watershed, source of the City's drinking water. Due to the geologically complex and ecologically diverse nature of the region, several important ecosystems are at risk of being impacted by this legacy of fire suppression. These include dry-type forests, oak and prairie systems, moist late-successional conifer forests, and associated aquatic habitats. Of additional concern in the event of a severe wildfire is the degradation of the City of Ashland's municipal water supply. Ashland's Reeder Reservoir, which is at the center of the watershed, supplies municipal drinking water to over 20,000 residents and 300,000 annual visitors. The loss of hillside vegetation following a high severity wildfire would likely lead to soil erosion and sediment deposition into the reservoir, significantly compromising the municipal water source. The areas proposed for treatment are in and adjacent to the Ashland Creek watershed, and a wildfire ignition on these lands would potentially impact Ashland Creek and Reeder Reservoir. Restoring historic forest structure and composition will not only benefit plant and wildlife species that are dependent on dry-type forests, oak habitats, and late successional reserves, but will also reduce the risk of uncharacteristically severe wildfire in the Ashland Creek watershed and public and private forest lands adjacent to urban neighborhoods. Dry-Type Forest; The health and long-term viability of dry forests in southwestern Oregon and within the AFARI area are impacted by the limiting factors of uncharacteristic density of trees, imbalance between open and closed forest conditions, build-up of hazardous fuel, which all play into the risk of uncharacteristically severe fire in large patches outside the historic, or a reasonably adaptive future range, of variation. Unnaturally high tree densities add competition and environmental stress, increasing the risk of severe outbreaks of forest insects and disease, which have already negatively impacted the project area. The impacts of both threats include loss of soil to erosion and mass wasting, diminished water quality and aquatic habitat from sedimentation, clean air impacts from more intense smoke events, and losses of old growth trees and critical late-successional habitat for dependent species. These conservation losses connote equally important losses of human assets, including a compromised municipal reservoir and water security, diminished community security and public health, impacts to recreational use, and the scenic backdrop for the Ashland tourism economy. Jackson County consistently experiences one of the highest occurrences of wildfire in Oregon and has suffered devastating losses to life, property, natural resources, and community infrastructure. Concern over the issues spans local, regional, and national awareness that communities and the wide range of resources and ecosystem benefits on which they depend are at risk. The change in fire regime and intensity puts at risk the potential long term sustainability of these ecosystems, particularly under anticipated climate change increases in wildfire intensity and ignitions. Oak Woodlands and Prairie: Oak habitat extent has been diminished by development, and the integrity of the remaining extent and has been further diminished by conversion to conifer forest and altered fire regimes. In the absence of fire, encroaching conifers over top and suppress shade-intolerant oaks impacting growth, decreasing acorn production, and eventually causing mortality. In addition, conifer encroachment increases fuel loads, setting the stage for more severe fires, where valuable habitat features such as mature large trees with high acorn production and diverse habitat structures (e.g., snags, cavities, and large branching structure) may be lost to stand- replacingfires. The loss and degradation of oak woodlands in this region has resulted in bird population declines, including both associated common and at-risk species. The national State of the Birds Report documents a 20% decline in western forest birds, a trend influenced by steeper declines of oak woodland associated birds particularly Page 4 of 21 Printed by OWEB Grant Management System (OGMS) on 113112017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland the at-risk Oak Titmouse, present at the AFARI site, and primarily associated with this Pacific Avifauna) Biome for which a 50% population increase is required to return to a stable population. Restoration of oak woodlands is also needed to reverse declines of other at-risk species: Lewis' Woodpecker, Black-throated Gray Warbler, California Towhee, Western Scrub-Jay, as well as common species, some of which are also experiencing declines, including Acorn Woodpecker, Ash-throated Flycatcher, Bewick's Wren, Blue-gray Gnatcatcher, Bushtit, Chipping Sparrow, Western Bluebird, and White-breasted Nuthatch. Investment in restoration in AFARI oak systems will be durable as the area is projected to remain dominated by oak habitats under potential climate change scenarios. The candidate species pacific fisher population in the AFARI project area have been found inhabiting oak systems where it depends on cavities for denning in large, old oak trees. The rare, and USFWS listed Gentner's fritillary is also dependent on such oak systems throughout the regions and specific populations when found under encroaching conifers will benefit from stand opening treatment allowing more sun to reach plants. The following conservation plans call for the type of work envisioned in AFARI: •North American Landbird Conservation Plan, Partners in Flight (PIF) •USFWS Partners for Fish and Wildlife Program priority habitats and focus areas. •USFWS recovery plans for the federally listed Gentner's Fritillary •Oregon Habitat Joint Venture •Oregon Conservation Strategy for Lowlands and Valleys of Western Oregon and Washington •Oregon Conservation Strategy, 2006 •The Rogue Basin Action Plan for Resilient Watersheds and Forests in a Changing Climate, 2013. •Jackson County Integrated Fire Plan, 2006 •The Nature Conservancy's Klamath Mountains Ecoregional Conservation Assessment, 2004 Aquatic habitat and Fishes: Endangered coho salmon require clear, cold water to return to spawn in rivers and creeks in of the project area. Conservation of water quantity and quality, while not directly addressed by project objectives, will be an indirect benefit of effective management of upland forest communities in AFARI. How have past or current land management practices contributed to the problem`? Multiple land management practices have contributed to altered and degraded forest conditions within the proposed restoration area. These include extensive and intensive commercial timber harvest, residential development, and (of particular concern for the proposed restoration activities) wildfire suppression. The dry forests of the region are fire adapted; the long dry summers of the foothill and montane elevations, anthropogenic ignitions by Native Americans, and common occurrence of summer thunderstorms, once supported a frequent fire regime. A thorough local fire history for the dry mixed conifer conducted by The Nature Conservancy and the USFS Pacific Southwest Research Station using roughly 200 fire scarred trees found astand-level, median fire return interval of 11 years. The sampled trees recorded fire every other year somewhere in the Ashland watershed forests. The last large fire occurred in 1910, after which a strict federal fire suppression policy was adopted. The 1959 Ashland fire burned several thousand acres on the western perimeter of the Ashland and Wrights Creek watersheds, burning through stands where earlier timber harvest and several missed fire events resulted in much of the forest reverting to non-conifer species that to this day have an elevated likelihood of a repeat stand replacement wildfire. Several smaller fires have occurred since but the vast majority of the AFARI footprint has not burned in many decades or a century. The USFS reports suppressing multiple lightning ignited fires in the watershed most years, but these are contained at minimal acreage. Stand reconstructions completed for a wide range of mixed conifer on the site shows that the density of trees before fire exclusion 50 treeslacre and basal area of roughly 120 ft2) has quadrupled in abundance and doubled in basal area at the present time. Stand composition has also shifted with a pronounced infill of young Douglas-fir and increased Pacific madrone at lower elevations, and an influx of white fir in the cooler montane forests. Widely spaced, large, ponderosa pine still occurs in many stands though Douglas-fir and white fir have encroached and caused significant declines in pine health and reproduction. Recruitment of future pine cohorts is severely lacking at current stand densities. Page 5 of 21 Printed by OWEB Grant Management System (OGMS) on 1/3112017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland While the link between fire suppression and an increased threat of uncharacteristically severe wildfire has been well documented, residential development along the wildland urban interface has complicated fire management options. This has elevated the need for intentional, restorative fuels reduction treatments and associated ongoing maintenance. A matrix of privately and publicly held properties has resulted in a diverse range of land management strategies with varying abilities of landowners to conduct necessary restoration and management activities. Incorporating this matrix of properties into forest restoration planning is crucial for the abatement of habitat loss and the threat of severe wildfire. The AFARI site intentionally incorporates a restoration approach that integrates many land ownerships to create a more contiguous area in which the threat of severe wildfire is reduced and priority habitat types are restored to proper functioning condition. Page 6 of 21 Printed by OWEB Grant Management System (OGMS) on 1/31!2017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Proposed Solution Goals and Objectives Provide a goal statement for this restoration application. There are multiple goals associated with the proposed restoration actions: Goal 1 -Treat greater than 20% of the dry forest landscape in ecologically and tactically strategic settings to mitigate severe fire behavior and loss oflate-successional, complex forest habitat for Northern Spotted Owl and fisher on a landscape scale in order to promote resilience to fire, changing climate, insects and disease. Goal 2 -Restore landscape resistance and resilience to wildfire and climate change by re-establishing open, dry forest habitat as well as dependent biodiversity and legacy trees such as large hardwoods with cavities forfisher, birds, and other wildlife. Goal 3 -Reduce existing threats to oak woodland plant communities. Goal 4 -Create diverse upland conditions that support healthy functioning Priority Aquatic Habitat and prevent significant sedimentation associated with severe fire. Goal 5 -Restore low severity fire as a key ecological process in dry forests, building public support for increased use of fire as an essential outcome for future dry forest health and community safety. Goal 6 -Reduce the predicted proportion of high severity wildfire and associated negative impacts to habitat, water quality, and communities in the initiative landscape. List the objectives of this restoration application. Associated with the goals listed above are multiple objectives: Goal 1 Objective: Identify 3,800 strategic priority acres on non-federal land within the initiative area to optimize restoration of open forests and landscape fire management opportunities. Objective: Engage and educate private landowners through direct marketing, neighborhood meetings, events, and social media. Objective: Apply ecological thinning and fuels reduction to a) reduce predicted fire behavior in and around complex forest habitat, and b) Promote development of new late-successional habitat in appropriate bio-physical settings. Goal 2 Objective: Protect legacy trees and future legacy trees by thinning encroaching smaller trees competing species and fuel accumulations Objective: Through spatial analysis and field assessment, identify both existing open forest habitat and sites with open habitat potential and apply ecological thinning, appropriate native forb and bunchgrass seeding, and native understory restoration. Goal 3 Page 7 of 21 Printed by OWEB Grant Management System (OGMS) on 1131!2017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland r 1 Objective: Retain and promote large oak branching structures, cavities, acorn production, and other critical oak habitat features through removal of brush and competing vegetation to reduce severe fire threat and set the stage for reintroducing low intensity fire. Goal 4 Objective: Promote forest vegetation communities that are resilient to wildfire for the purposes of increased soil retention. Objective: Delineate riparian forest boundaries in order to better guide the development of treatment areas and conserve streamside habitat. Goal 5 Objective: Reduce the density of forest vegetation that has accumulated due to the lack of low severity fire. Objective: Conduct intentional prescribed burns in strategic areas that are prone to rapid fuels accumulation and conifer encroachment and provide effective and safe opportunities for wildfire management, Goal 6 Objective: Protect the municipal watershed and water supply from potentially severe wildfire and resulting sedimentation. Objective: Identify tactical fire management opportunities in the Wildland Urban Interface that coincide with open forest habitat restoration opportunities to protect residential areas from severe wildfire and allow opportunities for safe reintroduction of fire through controlled burning. Objective: Ameliorate risk to the forest from human caused ignitions in the WUI by treating overstocked and otherwise altered forest types. Page 8 of 21 Printed by OWEB Grant Management System (OGMS) on 1131/2017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Project History Continuation -Are you requesting funds to continue work on a project previously funded by OWEB where that work did not result in a completed project? 0 Yes • No Resubmit -Have you submitted, but were not awarded an OWEB application for this project before? Q Yes • No Phased - Is proposed work in this application a phase of a comprehensive watershed restoration plan or project? Q Yes • No Plans and Salmon Is the proposed restoration activity(ies) identified in a local assessment or other plan? Q Yes • No Is this restoration project specifically designed to benefit salmon or steelhead? 0 Yes • No Will this proj ect benefit salmon or steelhead? Q Yes Q No Page 9 of 21 Printed by OWEB Grant Management System (OGMS) on 1131/2017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Habitat Types In which 1~abitat type(s) are you proposing to work? ❑ lnstream Habifat.~ below the ordinary high wafer mark (includes in-channel habitat restoration, bank stabilization, flow, fish screening, and fish passage) ❑Riparian Habifaf: above the ordinary high-water mark of the stream and wifhin the stream's floodplain. Upland Habitat: above the floodplain and improves native habifat and watershed function. Details will follow. ❑ Wefland Habitat: land or areas covered, often intermittently, with shallow water or have soil saturated with moisture. ❑Esfuarine Habifat.~ Tidally influenced areas. Upland Habitat Select all applicable Upland categories. ❑Road activities ,/Vegetation establishment or management Select all the actions you propose to implement to address the problem. Restoration of historic upland habitats Oak woodland Acres 450 Oak savannah Acres 10 ❑ Upland prairie restoration ❑Aspen stands ❑Mounfain Mahogony stands Fuels reduction Acres 1104 ❑Juniper freatment Invasive species control List the common and scientific names of the species. Scots broom (Cytisus scoparius) western starthistle (Centaurea solstitialis) Treatment(s) to be applied Mechanical (cuffing, mowing, girdling, etc.) Chemical (pesficides, fungicides, efc.) ❑Biological (predators, herbivores, pathogens, etc.) Acres to be treated 35 Foresf stand health ,/Prescribed burnings Page 10 of 21 Printed by OWEB Grant Management System (OGMS) on 1131/2017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Targeted species Burning will not target a species, but does favor processes that in turn favor fire resistant species and discourages fire intolerant species. Acres treated 139 Selecfive tree fhinning Targeted species Species targeted in thinning projects are typically not fire resistant and are shade tolerant. Examples are white fir, Douglas-fir, and whiteleaf manzanita. Acres treated 963 ❑ Planting ❑Livestock management ❑Agricultural practices for conservation including erosion control ❑Non-Agriculture practices for conservation including erosion control ❑Urban impact reduction Total upland acres to be treated: 1100 Page 11 of 21 Printed by OWEB Grant Management System (OGMS) on 1131/2017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Wrap-Up Outcomes Explain how the proposed restoration activities address the watershed problem described in the Problem Statement and Goals and Objectives. The proposed action to solve the problem and achieve desired landscape and stand conditions is to strategically thin the forests that have become overly dense and reduce fuels more broadly in order to restore a more natural balance between open and closed forest in appropriate settings, resulting in fuel conditions, stand composition, and structure which promote low characteristic low intensity fire. This will create safer conditions to manage fire, including prescribed burns and wildfire. The actions also sustain the required light environment (i.e. canopy closure) in which fire resistant tree species such as pines and oaks are recruited and can be developed and managed sustainably with recurrent low intensity fire. The AFARI treatments, applied in an all-lands approach, integrate planned private non-industrial lands treatment thereby expanding the approved footprint of the USFS approved AFR project (Record of Decision 2009), Proper initial treatment will also help facilitate the future use of prescribed fire on the land in a much safer and cost effective manner to protect investments already made during the fuels reduction and stand restoration stage. All of the projects goals and objectives will be addressed through the accomplishment of the actions listed below; together this strategic plan will achieve desired outcomes. Prioritization and implementation of actions occurs both at the landscape scale and at the unit or forest stand scale. Regional and project wide modeling and analysis result in landscape scale prioritization, while a skilled technical workforce identifies key ecological features at the stand scale which influence property ranking and prescription development. Social outcomes will be assessed through careful outreach and 16 ranking criteria, designed to focus initiative resources on those properties best suited to fulfill the long term goals and outcomes of the initiative. Specific actions included in this project are as follows: 1. Spatial analysis and modeling 2. Landscape /Parcel Prioritization 3, Landowner Recruiting 4. Landowner Ranking 5.Outreach and Coordination 6. Community engagement and education 7. Regulatory and environmental compliance 8. Project Layout and Design 9. Pre implementation monitoring 10. Ecological thinning 11. Slash treatment 12. Seeding of native grasses and forbs 13. Post treatment monitoring 14. Stakeholder and partner reviews 15. Annual and final reporting By 2021, the 53,000 acre initiative area of forests and woodlands will have a balance of open- and closed-canopy habitat conditions approaching the Natural Range of Variability and providing landscape resilience which mitigates the threat of severe wildfire to dry-type forest, including late successional habitat, oak habitat, dependent wildlife, water quality and aquatic habitats for native fish, and the surrounding human communities. This will be done in a collaborative partnership working with the community and partner agencies. Page 12 of 21 Printed by OWEB Grant Management System (OGMS) on 113112017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland i s Describe the steps you will take to minimize adverse impacts to the site and adjacent lands during and after project implementation . Each individual restoration site will be surveyed by trained technical staff (foresters and restoration ecologists) and restoration concerns specific to that site will be documented. Restoration activity plans will then be tailored to each property so that appropriate and heterogeneous treatments are applied on a landscape scale. All ecological thinning and burning activities will be conducted by a skilled and experienced crew with the proper planning and oversight to ensure that adjacent sites are not adversely impacted. The specific process by which the above measures will be addressed is as follows: 1. Landowner consultation with trained technical staff 2. Site review with trained technical staff 3. Tailored, site-specific activity plan drafted by trained technical staff 4. Burn plan drafted for each site by trained technical staff 5. Ecological thinning and prescribed burning conducted by experienced crew and/or contractor 6. Follow-up monitoring to ensure targets were met and appropriate ecological and social needs were addressed Does this proposed project include outreach activities? • Yes 0 No Describe these activities, as well as any related products, and explain how the proposed activities relate to the project's objectives. Landowner outreach activities for the first biennium include: Development of a landowner brochure for recruitment and promotion of the AFAR program, draft of a web page dedicated to landowners, communications planning between partners and tools for signing up landowners (letter of intent and pricing sheet). Outreach activities are more targeted for this biennium however, the products developed lay the foundation for future outreach activities. Current campaigns target landowners based on a landowner ranking criteria that prioritizes properties with strategic ridge lines, high value to benefit wildlife, close proximity to lands previously treated and fall within the project boundary. Page 13 of 21 Printed by OWEB Grant Management System (OGMS) on 1/31/2017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Design Were design alternatives considered? • Yes Q No If yes, describe the design alternatives that were considered and why the preferred alternative was selected. The alternative of No Action was considered. UVithout action, fuel loads will continue to accumulate, risk of catastrophic wildfire and associated destruction of natural resources will increase, large tree mortality rates will continue to accelerate and a vital component of the forest ecosystem will be lost in favor of younger, dense, volatile forest less resilient to natural disturbances and to anticipated climate change. The overall health of the forest ecosystem -dry-type forest with late-successional wildlife habitat, oak woodlands, and aquatic habitat for native species -will degrade with increasing densification and the remaining open, fire-resistant forest compromised by encroachment. A No Action alternative does not treat identified resource concerns and is likely to create additional concerns when an unnaturally severe fire event burns with high mortality in large patches. Studies from watersheds impacted by severe fire and modeling of similar outcomes in other watersheds predict considerable financial losses due to sedimentation and impacts on the municipal water infrastructure. Select the appropriate level of design for your project. Q No design is required. Q 10-30%: Conceptual design (evaluation of alternatives, concept-level plans, design criteria for project elements, rough cost estimates). 0 30-85%: Preliminary design (selection of the preferred alternative, draft plans, draft design report, preliminary cost estimates). • 85-100%: Final design (final design report, plans, and specifications, contracting and bidding documents, monitoring plan, final cost estimate). If work remains on the project's design, describe the work that remains to be done and when you expect to have it completed. If no design is required put "NIA" Page 14 of 21 Printed by OWEB Grant Management System (OGMS) on 1/3112017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Project Management List the key individuals, their roles, and qualifications relevant to project and post project implementation. At a minimum include the following: project management, project design, project implementation, and project inspection. Role Name Affiliation Qualificatio Email Phone ns Project Chris Chambers City of Ashland Forest Division chris.chambers@ (541) 482-2770 Management Chief, Forest ashland.or.us Ext.2066 Ecologist Project Financial Justin Cullumbine Lomakatsi CFO Lomakatsi Justin@lomkatsi.o (541) 488-0208 Manager Restoration Restoration rg Project Project Page 15 of 21 Printed by OWEB Grant Management System (OGMS) on 113112017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland List the major project elements and time schedule for each, including post project implementation. Element Start Date End Date Project Plans and Layout Completed 2/2017 312017 Begin Implementation Activities 3!2017 12/2017 Finish Implementation BN 1 312017 1212017 Implementation Grant Approval 312017 312017 Element Q1 2017 Q2 2017 Q3 2017 Q4 2017 Project Plans and Layout Completed Begin Implementat ion Activities Finish Implementat ion BN 1 Implementat ion Grant Approval Page 16 of 21 Printed by OWEB Grant Management System (OGMS~ on 1!3112017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland A Optional Monitoring OPTIONAL: Restoration Project Monitoring ❑ Salmonid Monitoring /Non-salmonid biological monitoring ❑ Wafer (quanfity) flow monitoring Water quality monitoring Onsite Downstream ❑ Upstream ❑ Upslope Effectiveness monitoring will be conducted for this project Page 17 of 21 Printed by OWEB Grant Management System (OGMS) on 1131!2017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Budget Item Unit Unit Unit OWEB External External Total Type Number Cost Funds Cash In-Kind Costs Salaries, Wages and Benefits $o $o $o $o $o Category Sub-total $0 $o $o $o Contracted Services Acres of Acres 1022 $1,080.00 $1,103,760 $0 $0 $1,103,760 treated land for Dry- Forest Restroration AFRSPA#3 Acres 1000 $1,989.84 $0 $1,989,844 $0 $1,989,844 Restoration Activities Category Sub-total $~,~03,760 $1,989,844 $0 $3,093,604 Travel $o $o $o $o $o Category Sub-total $o $o $o $o Materials and Supplies $o $o $o $o $o Category Sub-total $0 $o $o $o Equipment and Software $o $a $a $o $o Category Sub-total $o $o $o $o Other $o $o $o $o $o Category Sub-total $o $o $o $o Modified Total Direct Cost Amounts $x,103,760 $1,989,844 $0 $3,093,604 Indirect Costs OWEB Negotiated Indirect Cost Rate 4.5% Indirect Cost Total: $49,670 Total $1,153,430 $1,989,844 $0 $3,143,274 If the budget includes unusually high costs and/or rates, provide justification for those costs and/or rates. If the budget identifies a contingency amount for specific line item(s) within the Contracted Services and Materials and Supplies budget categories, explain the specific reasons a contingency is needed for each line item. Contingencies are line-item specific and cannot be used for other costs. Page 18 of 21 Printed by OWEB Grant Management System (OGMS) on 1!3112017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Funding and Match Fund Sources and Amounts Organizat Name Source Contributi Amount Descriptio Status ion Type Note on Type n Federal U.S. Forest Ashland Forest Cash 51,989,844 Ashland Forest Pending Service Resiliency Resiliency Project Project SPA #3 leveraged federal funds Fund Source Cash $1,9s9,s44 Fund Source In- $o ~I ota7 -7 in o~aI Match Contribution Source-Type: Amount Description U.S. Forest Service-Cash: Ashland Forest Resiliency S1,989,844 Project SPA #3 Match Total $~,9s9s~ Do match funding sources have any restrictions on how funds are used, timelines or other limitations that would impact the portion of the project proposed for OWEB funding? Q Yes • No Will use of federal funds by OWEB impact your ability to meet non-federal match requirements you may have with other fenders? Q Yes • No Do you need state OWEB dollars (not Federal) to match the requirements of any other federal funding you will be using to complete this proj ect? Q Yes • No Does the non-OWEB funding include NOAA/PCSRF funds? Q Yes • No Page 19 of 21 Printed by OWEB Grant Management System (OGMS) on 1131/2017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland Uploads Map: AFAR 10_31_16.pdf - Map: AFAR_OWEB 1st BN_ProjectMap.pdf - Page 20 of 21 Printed by OWEB Grant Management System (OGMS) on 1/3112017 8:33:16 AM Online Application for Ashland Forest All-lands Restoration Initiative --Submitted-- , By City of Ashland r Permit Page Project Activity Name of Permit or Entity Issuing Status Requiring a License Permit or License Permit or License Vegetation Thinning ODF Notification of Oregon Department of To be filed when contracts Operations Forestry are executed Controlled Burning ODF Burn Permit Oregon Dept of Forestry Will apply immediately before burning. Page 21 of 21 Printed by OWEB Grant Management System (OGMS) on 1131/2017 8:33:16 AM Lomakatsi Restoration Pro~ect J ` Restoring Ecosystems, Sustaining Communities f'.O. Box 3084 Ashhnd, OR 97520 (541) 488-0208 FAX (541 J488-4909 www.lomakatsi. org ~C~~~~,~'T5 ~ES~GR~,i I~~ C~~C~~!~~" Special Funding Proposal to City of Ashland Wednesday, February 15, 2017 To: Chris Chambers, Forest Division Chief, Ashland Fire & Rescue From: Aaron Nauth, Restoration Operations Director, Lomakatsi Restoration Project RE: Proposal for contracting Oregon Watershed Enhancement Board's (OWEB) Focused Investment Partnership (FIP) Implementation Grant Award for the Ashland Forest All-lands Restoration Initiative (AFARI) Mr. Chambers Please share this proposal prepared for City of Ashland (COA) for contracting the implementation of OWEB's FIP grant award for AFARI. The total six-year (3 bienniums) award is for up to $4,104,000.00, with the overall objective to identify and treat 3,800 acres of dry forest landscape. $1,153,430 was awarded for the first biennium to implement a suite of restorative treatments on 1,127 acres, which includes City, Federal and 11 private ownerships. Operations are scheduled to be implemented on approximately 60% of the projects between March 1 and June 30. Thank you for your time and consideration of this proposal. Background: AFARI OWEB FIP Lomakatsi, The Nature Conservancy (TNC) and City of Ashland (COA) were successful in applying and receiving an award from the Oregon Watershed Enhancement Board (OWEB) for the Focused Investment Partnership (FIP) Grant. The FIP is the first ever grant initiative for this program from OWEB, and 6 projects were selected for funding. The AFARI initiative was the only Dry Forest Landscape Proposal and selected for funding due to the high functioning partnership, the partners solid record of accomplishments with the Ashland Forest Resiliency project (AFR), and substantial US Forest Service investment in the project. The proposal over six years, (3 bienniums) will bring up to $6,000,000 to the Ashland Forest All-lands Restoration Initiative. Within the AFAR program area, OWEB has encouraged and authorized funding to be applied for implementation on federal, city and private ownerships. Jackson County consistently experiences one of the highest occurrences of wildfire in Oregon and has suffered devastating losses to life, property, natural resources, and community infrastructure. Concern over the issues spans local, regional, and national awareness that communities and the wide range of resources and ecosystem benefits on which they depend are at risk. The change in fire regime and 1 ~ P a g e Lomakatsi AFARI proposal to COA-February 15, 2017 i. intensity puts at risk the potential long term sustainability of these ecosystems particularly under anticipated climate change. The priority sub-watersheds surrounding the Ashland Watershed were chosen based on input from partners, the identified resource concerns, and for the opportunity to leverage and expand on a very successful and nationally recognized ongoing project to take it to the meaningful landscape scale. AFARI also creates additional impetus for additional adjacent public land treatment and and/or maintenance, such as on the BEM tracts, thereby increasing the efficacy of the CIS treatments and protecting the investments already made. Summary of AFARI Goals and Objectives • Treat greater than 20% of the dry forest landscape in ecologically and tactically strategic settings to mitigate severe fire behavior and loss oflate-successional, complex forest habitat for Northern Spotted Owl and fisher on a landscape scale in order to promote resilience to fire, changing climate, insects and disease. • Apply ecological thinning and fuels reduction to a) reduce predicted fire behavior in and around complex forest habitat, and b) Promote development of new late-successional habitat in appropriate bio-physical settings • Restore landscape resilience by re-establishing open dry forest habitat and dependent biodiversity, legacy trees including large hardwoods with cavities for fisher, birds and other wildlife. • Protect legacy trees and future legacy trees by thinning encroaching smaller trees competing species and fuel accumulations. • Retain and promote large oak branching structures, cavities, acorn production, and other critical oak habitat features through removal of brush and competing vegetation to reduce severe fire threat and set the stage for reintroducing low intensity fire. Lomakatsi's Role Lomakatsi provides expertise and capacity in project development, planning, management, fine-scale ecological treatment design, monitoring, and implementation for ecosystem restoration projects. Lomakatsi employs a highly specialized local workforce trained and managed specifically to implement complicated ecological prescriptions. Lomakatsi will oversee implementation of AFARI restoration treatments that include ecologically-based tree and brush thinning followed by hand piling fuels, hand pile burning, prescribed fire, maintenance treatments, native grass seeding/plant establishment. ~omakatsi will work with landowners, representatives, contractors and forestry workforces to oversee that projects meet objectives, timelines and payments are processed according to schedule and OWEB guidelines. 2 ~ P a g e Lomakatsi AFARI proposal to COA-February 15, 2017 Lomakatsi overall roles for AFARI include: 1. Spatial analysis and modeling 2. Landscape /Parcel Prioritization 3. Landowner Recruiting 4. Landowner Ranking 5. Outreach and Coordination 6. Community engagement and education 7. Regulatory and environmental compliance 8. Project Layout and Design 9. Pre implementation monitoring 10. Ecological thinning 11. Slash treatment 12. Planting of native species (pine) and grass /herb reseeding 13. Post treatment monitoring 14. Stakeholder and partner reviews 15. Annual and final reporting About Lomakatsi Restoration Project Lomakatsi Restoration Project is anon-profit, grassroots organization that develops and implements forest and watershed restoration projects in Oregon and northern California (www.lomakatsi.org). Having implemented restoration projects over 20 years across thousands of acres of forests and miles of streams, Lomakatsi has a proven record of success. In cooperation with a broad range of partners including federal and state land management agencies, The Nature Conservancy and other land trusts, private landowners, watershed councils, city county government, and Native American tribes, our work has set precedents on nationally recognized projects. Lomakatsi provides expertise and capacity in project development, planning, management, fine-scale ecological treatment design, monitoring, and implementation for ecosystem restoration projects. Lomakatsi coordinates closely with multiple funding partners and manages a diverse workforce in complex social settings supported by critical community outreach. Aaron Nauth Restoration Operations Director Lomakatsi Restoration Project PO Box 3084, Ashland OR 97520 www.lomakatsi.org Office (541) 488-0208 Pc: Marko Bey, Executive Director, Lomakatsi Justin Cullumbine, Chief Financial Director, Lomakatsi Darren Borgias, Southwest Oregon Program Manager, The Nature Conservancy 3 ~ P a g e Lomakatsi AFARI proposal to COA-February 15, 2017 ' ~ DATE (MMlDDlYYYY} CERTIFICATE OF LIABNLITY INSURAh~CE 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(sj. PRODUCER CDNTACT NAhAF~ Kanrlall Pnri Protectors Insurance, LLC P",°Nti ~~+~.~a1~Ra~_ qF~ FAQ Nn,.~a _777-1af1 P.O. Box 4669 1~•MAIL~ Medford OR 97504 AUDRES~: r' ~ r INSURERtSI AFFORDING COVERAGE NAIC # INSURER A :~:Al~....~~t ~ ~4~ ~ ~ INSURED LOMAK-1 INSURER a :Firct I~atinna~,c,~I~lr~tr~~n ~ 47 Lomakatsi Restoration Project INSURER ~9~,m,~,Sta, tPC of A PO Box 3084 ~ INSURER D :Am ri n ~ tatps~~0~~~~~~?~0~r ,1.7 4 Ashland OR 97520 INSURER E: INSURER F COVERAGES CERTIFICATE NUMBER:1093812479 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 ADDL SUER rt,„, POLfCY EFF POLICY EXP LIMITS I TR I TYPE OF INSURANCE ~ 1NSR WVD POLICY NUMBER rMMrpD~rryY► IMNLIDDlYYYY1 . B GENERAL LIABILITY 25CC1600449 4117/2016 411712017 EACH OCCURRENCE $1,000,D00 "~~iAUE TO RENTED $1,000.G00 X COMMERCIAL GENERAL LIABILITY PR>~P4isE~S~E? yM,.~rre^wA ~.e,w~. CLAIMS-MADE ~ OCCUR MED EXP (Any one perscn) X10,000 PERSONAL&ADVINJURY $1,000,GOD GENERAL AGGREGATE $2,OOO,G00 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COP~IPIOP AGG S2,OOD,000 o.H~,,,.._ POLICY X I'R~ LOC Loggers Broad Form $1,000,000 C AUTOMOBILE LIABILITY 411712016 411712017 ~ttil N ]LF to t D4CC2285275 Ea ~~,~E~ent} $1,000,000 ANY AUTO BODILY INJURY (Per person) $ ALL OWNED X SCHEDULED BODILY INJURY (Per accidanf) ~ AUTOS AUTOS . NON-OWNED C~4it)I~~RTY t1AM.~GE $ HIRED AUTOS AUTOS P~raccsctn~t $ D X UMBRELLA LIAB X occuR 01SU43335510 411712D16 411712017 EACH OCCURRENCE $2 OOO,D00 EXCESS LIAR .CLAIMS-MADE AGGREGATE $ DEb X F7ETENTION $10,.000 WORKERS COMPENSATION 992153 4?112016 4!112017 X WC S1'ATLI- OTN- + t ~R _ A !1 Y st1° AND EMPLOYERS' LIABILITY ANY PROPRIETOR!PARTNERlEXECUTIVE Y r N N ! A F:I.. EACH ACCIDENT $50D,000 OFFICERIMEMBER EXCLUDED? ~ ~ AT {Mandatory in NH) E.L.. DISEASE -EA EMPLOYE $500,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L., D15EASE - POLICY LII'+11T $500,000 DESCRIPTION OF OPERATIONS 1 LOCATIONS! VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space is required) Certificate holder as additional insured per CG7635(0207): CERT[FICATE ti~}LDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Ashland Parks & Rec Commission THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 940 Pioneer V11ay ACCORDANCE WITH THE POLICY PROVISIONS. Ashland OR 97520 au~~laRizea ~EPRESEtV'r TlrfE ~x. r,~ . ©9988.2010 ACORD CORPORATION, All rights reserved, ACORD Z5 (Z010105~ The ACORD name and logo are registered marks of ACORD r Fiscal Year 2017 Page: 1 of: 1 _ - - ~191~k~NiSJ~~~~-'-'-~AL~~Qf~ 8~C B City of Ashland - - ~~~~~'--=~~~17~I_~N~~~_ ~ I = - L ATTN: Accounts Payable Purchase L 20 E. Main Order# I Ashland, OR 97520 T Phone: 5411552-2010 p Email: payable@ashland.or.us V H CIO Fire and Rescue Department E LOMAKATSI RESTORATION PROJECT 1455 Siskiyou Blvd D PO BOX 3084 P Ashland, OR 97520 O ASHLAND, OR 97520 Phone: 5411482-2770 R 0 Fax:5411488-5318 - _-llend~c Phon~l~ mb~r_ _ ~~:~~~~I~~e sa_.~~_-- - - 541 488-0208 Chris Chambers _ Date~r~er~d'J ~1!_~nd~r I~umb~r°~_a~~~~~rv~-------- [~.__--`fit." : - - - . m~~--a~~. 0410512017 540 V FOB ASHLAND OR Cit Accounts Pa able - - Item# _ _ ~ _ ~~r~t ~~s~~-__r-- _ - ~ - : ~ ~ _ ~~~~r~d~~ erne- Forestry Services 1 Lomakatsi Restoration Project Forestry Services 1 496,550.0000 $496,550.00 Special Procurement -Approved by Council 0212112017 FY17 $496,550.00 FY 18-19 $552,810.00 New alc #604106) Contract for Goods and Services Beginning date: 02128/2017 Completion date: 0313112018 Project Account: E-000516-400 G L S U M MARY 072900 - 604160 $496, 550.00 _ , ~ ~ - By: ~ ' ~ Date: ~ C Au ~~rized Sig ature $496 550.00 a _v° „ F'C1R;1V~ #3 ~ LA 1~ D 6.~~a. t ' r REQUISITION Date of request; 04.04/17 Required date for delivery: 04.11.17 Vendor Name t_omakatsi Restoration Project Address, City, State, Zip P.O. Box 3084 Ashland, OR 97520 Contact Name & Telephone Number Justin Cullumbine (541 } 488-0208 Fax Number us in oma a si.org SOURCING METHOD ❑ Exempt from Competitive Bidding ❑ Emergency ❑ Reason far exemption; ❑ Invitation to Bid (Copies an file} ❑ Form #13, Written findings and Authorization ❑ AMC 2.50 Date approved by Council: ❑ Written quote or proposal attached ❑ Written uate or ro osal attached ❑ Small Procurement Cooperative Procurement Less than $5,000 ❑ Request for ProEosal (Copies on fife) ❑ State of Oregon ❑ Direct Award Date approved by Council: Contract # ❑ VerballWritten quote(s) or proposals} ❑ 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 ❑ Farm #4, Personal Services $5K to $75K Contract # PERSONAL SERVICES ®Special Procurement IntergavernmentalAgrcement $5,000 to $75,000 ®Form #9, Request for Approval ❑ Agency ❑ less than $35,000, by direct appointment ~ Written quote ar propasa{attached Date original contract approved by Council; ❑ (3) Written proposalslwritten solicitation Date approved by Council: February 21, 2017 (Date} ❑ Farm #4, Personal Services $5K to $75K Valid untiL3l3112018 Description of SERVICES Total Cost Lomakatsi Restoration Project will provide forestry services under the Ashland Forest AI!-lands Initiative, an approved Oregon Watershed Enhancement Board Focused Imp{ementation Partnership grant program. $1,049,3fi0 Activities can include chainsaw thinning of trees and brush, brush piling, and prescribed fire implementation for the purpose of dry forest restoration. Item # Quantity Unit Description of MATERIALS Unit Price Total Cost TOTAL COST ® Per attached quotelpraposal $1,049,360 Project Number 000516.400 Account Number 110.07.29.00.604160 FY2017 Account Number 110.07.29.00.604106 BN2017.19 ~ ~ ~ ' r, *Expenditure musf be charged to the appropriate account numbers far the financials fa accurately reflect the actual expenditut~. lT Director in collaboration with department to approve all hardware and software purchases: IT Director Dale Support +Yes / No By signing this requisition form;. I certify That the City's pubiic,contracfing requirements have been satisfied, r r s. Employee; ~n~ . , _ ~ ~ _w_~. Department Head q _ ~ ~r~ 't~,(~qual to o ~ greater than $5,000) Department ~IanagerlSupervisor: City Administrator; (qua! o or greater than $25,000 r Funds a ro rioted for current fiscal ear; AYE / NO ~ ~ ~ ~ ~ i ~ pp p Y Finance Director- (Equal to orgreaferthan $5,000 Date ~ ' Kariann ®Is®n From: Chris Chambers Sent: Thursday, April 06, 2017 3:56 PM To: Kariann Olson Subject: RE: Lomakatsi Forestry Services -Request for a PO Good catch. The FY18 should be $552,810. The account numbers are correct. I added an account in the new BN that will just house this new funding. Chris From; Kariann Olson Sent: Thursday, April 06, 2017 2:46 PM To; Chris Chambers Cc: Kariann Olson Subject; RE: Lomakatsi Forestry Services -Request for a PO Hello Christ, Those two amounts don't add up to $1,049,360.00? Also, you have a/c 604160 for FY 17 and a/c 604106 for FY 18-19. Did you intend to use two different a/c #'s or is it a typo? Thank you. Kariann Kariann Olson Purchasing Representative City of Ashland 90 N. Mountain Ave. Ashland, Oregon 97520 Tel 541-488-5354 Fax 541-488-5320 TTY 800-735-2900 I<ari.olson(~ashland.or.us .Visit the City's web site at: www.ashland.or.us This email transmission is official business of the City of Ashland, and it is subject to Oregon Public Records law for disclosure and retention. If you have received this message in error, please contact me at (541} 488-5354. Thank you. From; Chris Chambers Sent: Thursday, April 06, 201711:11 AM To: Kariann Olson <kari.olson ashlan~.or.us> Subject: RE: Lomakatsi Forestry Services -Request for a PO Sorry for overlooking that. It would be a total of $496,550 on the PO for the current FY 2017. Next FY will be $530,000. Chris 1 ~'r®m: Kariann Olson Sent: Wednesday, April 05, 2017 4:55 PM To: Chris Chambers Cc: Kariann Olson . Subject: ~omakatsi Forestry Services -Request for a PO Hello Chris, What is the amount you want encumbered for the balance of the current fiscal year? POs are issued per fiscal year (not biennium/software doesn't generate biennium reports). So, each fiscal year you will need to request a P0. Thank you. Kariann Kariann Olson Purchasing Representative City of Ashland 90 N. Mountain Ave. Ashland, Oregon 97520 Tel 541-488-5354 Fax 541-488-5320 TTY 800-735-2900 Icari.olson ashland.or.us Uisit the City's web site at: www.ashland.or.us This email transmission is official business of the City of Ashland, and it is subject to Oregon Public Records law for disclosure and retention. If you have received this message in error, please contact meat (541) 488-5354. Thank you. 2 CITY OF HLAN S D FORM #9 SPECIAL PROCUREMENT REQUEST FOR APPROVAL To: City Council, Local Contract Review Board From: Chris Chambers, Fire Department Date: February 15th, 2016 Subject: REQUEST FOR APPROVAL OF A SPECIAL PROCUREMENT In accordance with ORS279B.085, this request for approval of a Special Procurement is being presented to the City Council for approval. This written request for approval describes the proposed contracting procedure and the goods or services or the class of goods or services to be acquired through the special procurement and the circumstances that justify the use of a special procurement under the standards set forth ORS 279B.085(4). 1. Requesting Department Name: Ashland Fire & Rescue 2. Department Contact Name: Chris Chambers, Forest Division Chief 3. Type of Request: Class Special Procurement XContract-specific Special Procurement 4. Time Period Requested: From: 2/21/2017 To: 3/31/2018 5. Total Estimated Cost: Not to exceed $1,103,760.00 6. Short title of the Procurement: Oregon Watershed Enhancement Board Focused Investment Partnership Restoration Grant. Supplies and/or Services or class of Supplies andlor Services to be acquired: Lomakatsi Restoration Project will provide forestry services under the Ashland Forest All-lands Restoration Initiative, an approved Oregon Watershed Enhancement Board Focused Implementation Partnership (OWEB FIP) grant program. Lomakatsi Restoration Project will implement dry forest habitat enhancement work on specific properties outlined in the Ashland Forest All-lands Restoration Initiative Restoration Grant application. Specifically, Lomakatsi will provide the workforce necessary to implement dry forest restoration (vegetation thinning) including creation of burn piles and prescribed burn activities to include burning the piles andlor broadcast underburning. Background and Proposed Contracting Procedure: Provide a description of what has been done in the past and the proposed procedure. The Agency may, but is not required to, also include the following types of documents: Notice/Advertising, Solicitation(s), BidlProposal Forms(s), Contract Form(s), and any other documents or forms to be used in the proposed contracting procedure. Attach additional sheets as needed. Background: An outgrowth of the City's partnership in the Ashland Forest Resiliency (AFR) project, this State of Oregon funded grant allows the AFR partnership additional capacity to expand work to Form #9 -Special Procurement -Request for Approval, Page 1 of 4, 41312017 better protect the City's water supply, improve forest health, and prepare for climate change. This contract provides funding for federal, City, and private lands in and around the Ashland Watershed. For this OWEB grant, the City is the prime applicant/awardee inpartnership with Lomakatsi Restoration Project and The Nature Conservancy. The OWEB FIP program is asix-year, $6 million grant that began this biennium. Due to delays in the award process, we lost over one year of the biennium to implement this program and received the award letter for this biennium's funding in mid- Februarythis year. Under OWEB FIP, there are three grants each biennium. Lomakatsi was the applicant and recipient for the first two grants this biennium for technical assistance and monitoring. The City is the recipient of the largest portion for restoration activities, which will be carried out through this contract. 8. Justification for use of Special Procurement: Describe the circumstances that justify the use of a Special Procurement. Attach relevant documentation. The OWEB FIP program's award criteria placed heavy weight on the strength of partnerships for their selection. Lomakatsi and The Nature Conservancy were co-applicants with the City and without their investments in time and knowledge, the community would not be benefitting from this funding source. The City lacks the internal capacity to field a workforce that would accomplish the project outcomes desired by the AFR partners and as spelled out in the City Council's goals for watershed and community safety. Lomakatsi, using its non-profit status, sought out matching funds and additional partners (U.S. Fish and Wildlife Service, Jackson County Soil & Water Conservation District) that added further financial resources and attracted OWEB to this project. Lomakatsi has played a central role to date working with private landowners under the Ashland Forest All-lands Restoration proj ect first phase, planning and implementing similar type work on over 3,000 acres and counting with funding from the Natural Resources Conservation Service. Lomakatsi has already received two of three grants under the OWEB FIP initiative to date, subawarding the City our share of the funds and using their share to recruit property owners and plan projects that will be implemented under this contract. Importantly, as anon-profit project partner, Lomakatsi will implement this work at actual cost, resulting in more acres completed for the dollars invested. 9. Findings to Satisfy the Required Standards: This proposed special procurement: _X (a) will be unlikely to encourage favoritism in the awarding of public contracts or to substantially diminish competition for public contracts because: The situation of the AFR stewardship agreement including Lomakatsi as a central partner, and Lomakatsi's fundamental role in securing OWEB fundin i~ s unique and has served to accomplish work that is not possible in a standard contracting framework. There are no contractors who have this relationship to the AFR~roject, brim grant funds and Partners to the project, or operate collaboratively on a cost-only basis. (Please provide specific information that demonstrates how the proposed Special Procurement meets this requirement.); and X_ (b)(i) will result in substantial cost savings to the contracting agency or to the public because: As mentioned above, Lomakatsi, as anon-profit, will char e t.~ he City on actual operating costs per acre for surface and ladder fuel treatments, which have proven to be less than project cost estimates over the past six years of AFR work. This will result in a lar eg r footprint of work completed. Form #9 -Special Procurement -Request for Approval, Page 2 of 4, 41312017 0 (Please provide the total estimate cost savings to be gained and the rationale for determining the cost savings); or X (b)(ii) will otherwise substantially promote the public interest in a manner that could not practicably be realized by complying with the requirements of ORS 279B.055, 279B.060, 279B.065, or 279B.070, or any rules adopted there under because: Lomakatsi's experience in the Ashland Watershed has allowed them to accumulate site-specific knowledge of local ecology, expectations of the AFR partnership and public, and tested methods of implementation that have yielded acceptable outcomes on over 7000 previous acres. The combination of experience and furthering the public interest throu added complimentary funding and partners makes Lomakatsi's situation unique and of benefit to the City and community. (Please provide specific information that demonstrates how the proposed special Procurement meets this requirement.) Public Notice: Pursuant to ORS 279B.085(5) and OAR 137-047-0285(2), a Contracting Agency shall give public notice of the Contract Review Authority's approval of a Special Procurement in the same manner as a public notice of competitive sealed Bids under ORS 279B.055(4) and OAR 137-047-0300. The public notice shall describe the Goods or Services or class of Goods or Services to be acquired through the Special Procurement and shall give such public notice of the approval of a Special Procurement at least seven (7) Days before Award of the Contract. After the Special Procurement has been approved by the City Council, the following public notice will be posted on the City's website to allow for the seven (7) day protest period. Date Public Notice first appeared on www.ashland.or.us February 22nd, 2017 Form #9 -Special Procurement -Request for Approval, Page 3 of 4, 41312017 PUBLIC NOTICE Approval of a Special Procurement First date of publication: Febrt~ay y 22nd, 2017 A request for approval of a Special Procurement was presented to and approved by the City Council, acting as the Local Contract Review Board, on Febri-racy 21st, 2017 This Special Pyocuremerrt is a "Contract- sped fic Special Pt^ocu~~ey~~ent The proposed conk-acting procedz~re is direct ativard to Lomakcrtsi Restoration Project for site specific forestry work as part of the Oregon I~atershed Enhancement Boat°d Foc2~sed Implementation P~°oject. Lomakatsi has unigtre expe~°ience as a partner developing this project, adding funding and capacity, and has completed o>>e~° 7000 acres of similar ti-vot°k on this and related projects, in like conditions, and at o~~~ helo~~~ expected costs. It has been determined based on written findings that the Special Procurement will be unlikely to encourage favoritism in the awarding of public contracts or to substantially diminish competition for public contracts, and result in substantial cost savings or substantially promote the public interest in a manner that could not be realized by complying with the requirements that are applicable in ORS 279B.055, 279B.060, 279B.065, or 279B.070. An affected person may protest the request for approval of a Special Procurement in ~ accordance with ORS 279B.400 and OAR 137-047-0300. A written protest shall be ~'E` delivered to the following address: City of Ashland, ~ e r Mountain, Ashland, OR 975?Q. The seven (7) day protest perio s~ y°uar 28th 2017. ~ will expire at S.OOpm on Feb y , This public notice is being published on the City's Internet World Wide Web site at least seven days prior to the award of a public contract resulting from this request for approval of a Special Procurement. Form #9 -Special Procurement -Request for Approval, Page 4 of 4, 41312017 City of Ashland, Oregon -Contract Specific Special Procurement Notice for Forestry Services Page 1 of 1 City of Ashland, Oregon 1 Ashland Forest Resiliency Project I City News Contract Specific Special Procurement Notice for Forestry Services PUBLIC NOTICE Approval of a Special Procurement First date of publication: February 22nd, 2017 A request for approval of a Special Procurement was presented to and approved by the City Council, acting as the Local Contract Review Board, on February 21st, 2017 This Special Procurement is a "Contract- specific Special Procurement". The proposed contracting procedure is direct award to Lomakatsi Restoration Project for site specific forestry work as part of the Oregon Watershed Enhancement Board Focused Implementation Project. Lomakafsi has unique experience as a partner developing this project, adding funding and capacity, and has completed over 7000 acres of similar work on Phis and related projects, in like conditions, and at or below expected costs. It has been determined based on written findings that the Special Procurement will be unlikely to encourage favoritism in the awarding of public contracts or to substantially diminish competition for public contracts, and result in substantial cost savings or substantially promote the public interest in a manner that could not be realized by complying with the requirements that are applicable in ORS 2796.055, 2796.060, 2796.065, or 2798.070. An affected person may protest the request for approval of a Special Procurement in accordance with ORS 2798.400 and OAR 137-047-0300. A written protest shall be delivered to the following address: City of Ashland, Chris Chambers, 455 Siskiyou Boulevard, Ashland OR 97520. The seven (7) day protest period will expire at 5:OOpm on February 28th, 2017. This public notice is being published on the City's Internet World Wide Web site at least seven days prior to the award of a public contract resulting from this request for approval of a Special Procurement. Release Date: 2122/2017 PRINT CLOSE httpa/www.ashland.or.us/News.asp?NewsID=3694&Print=True 4/4/2017