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HomeMy WebLinkAbout2018-001 - Contract for personal Services ADDENDUM TO CITY OF ASHLAND CONTRACT FOR PERSONAL SERVICES LESS THAN $35,000 Addendum made this 13th day of December, 2017, between the City of Ashland ("City") and Full Circle Real Estate, ("Consultant"). Recitals: A. On 10/13/2016, City and Consultant entered into a "City of Ashland Contract for Personal Services Less than $35,000" (further referred to in this addendum as "the agreement"). B. The parties desire to amend the agreement to increase the compensation to be paid Consultant. City and Consultant agree to amend the agreement in the following manner: 1. The maximum price as specified in Paragraph 5 of the agreement is increased to $11,800. 2. Except as modified above the terms of the agreement shall remain in full force and effect. CON ANT: CITY OF ASHLAND: BY ' BY Department Head Its C~Ca Date Z Yl ko / 1 DATE t' Purchase Order # 375 Acct. No.: (For City purposes only) ORM As an sst. City Attomey 1- CITY OF ASHLAND, ADDENDUM TO CONTRACT FOR PERSONAL SERVICES A ^ ® DATE (MM/DDIYYYY) ``(.[/-J~Q CERTIFICATE OF LIABILITY INSURANCE 12/14/2017 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 have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Jon Snowden NAME: StateFarm Jon Snowden, Agent PHO N Ext I : (541) 482-2461 AX No : (541) 482-4957 420 Bridge St E-MAIL on@jonsnowden.com i Ashland, OR 97520 ADDRESS: INSURERS AFFORDING COVERAGE NAIC # INSURER A : State Farm Fire and Casualty Company 25143 INSURED INSURER B : Full Circle Real Estate, LLC INSURER C : 240 E Main St INSURER D : Ashland, OR 97520 INSURER E : INSURER F COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR TYPE OF INSURANCE POLICY NUMBER MM/DDIYYYY MMIDD/YYYY COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 DAMAGE TO CLAIMS-MADE ® OCCUR PREMISES (Ea olccurDrence $ 500,000 MED EXP (Any one person) $ 5,000 L Y 97-GA-5094-1 04/04/2017 04/04/2018 PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 ❑ JECT PRO- ❑ LOC PRODUCTS - COMP/OPAGG $ 4,000,000 POLICY OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident UMBRELLA LIAB HOCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DIED RETENTION $ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS' LIABILITY Y / N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? ❑ .1A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) First Location: 240 E Main Street Ashland, OR 97520 Second Location: 208 Oak Street Ste 111 Ashland, OR 97520 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Ashland ACCORDANCE WITH THE POLICY PROVISIONS. Its Elected Officials, Officers and Employees AUTHORIZED REPRESENTATIVE 20 E Main St Ashland OR 97520 © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD 1001486 132849.12 03-16-2016 >v& INSURANCE Greenwich Insurance Company Members of the XL America Companies The company providing the insurance afforded by this coverage is indicated above. REAL ESTATE PROFESSIONALS ERRORS AND OMISSIONS DECLARATIONS THIS IS A CLAIMS MADE INSURANCE POLICY. PLEASE READ IT CAREFULLY. PRODUCER: Pearl Insurance Group POLICY NUMBER: PEG9160604-9 PRODUCER 08938 THIS IS A CLAIMS MADE POLICY. THE POLICY APPLIES ONLY TO THOSE CLAIMS THAT ARE FIRST MADE AGAINST THE INSURED DURING THE POLICY PERIOD. THE CLAIM MUST BE REPORTED IN WRITING TO THE COMPANY DURING THE POLICY PERIOD OR WITHIN 60 DAYS AFTER THE END OF THE POLICY PERIOD. CLAIM EXPENSES ARE IN ADDITION TO THE LIMIT OF LIABILITY. PLEASE REVIEW THIS POLICY CAREFULLY. Item 1. NAMED INSURED: Full Circle Real Estate, LLC Item 2. ADDRESS: 240 E Main St Ashland, OR 97520-1831 Item 3. POLICY PERIOD: FROM 04/04/2017 TO 04104/2018 12:01 A.M. Standard Time at the address of the Named Insured as stated herein. Item 4. LIMITS OF LIABILITY A. Limits of Liability $ 1,000,000 Each Claim $ 1,000,000 Policy Aggregate B. Fair Housing Discrimination Limit of Liability $ 250,000 Aggregate Item 5. DEDUCTIBLE $ 5,000 Each Claim Item 6. PREMIUM: $ 1,818 Item 7. RETROACTIVE DATE 4/4/2006 Item 8. NOTICES TO BE SENT TO: Report A Claim Material Changes XL Select Professional Claims Pearl Insurance Group, LLC 100 Constitution Plaza 1200 East Glen Avenue 17th Floor Peoria Heights, IL 61616 Hartford, CT 06103 1/800-447-4982 Item 9. FORMS AND ENDORSEMENTS ATTACHED AT POLICY EFFECTIVE DATE: JPP-PF (04/11) Real Estate Errors & Omissions Policy Form JPP-OR1 (06/05) Oregon Changes JPP-134 (03/08) Open House Endorsement JPP 147 (06/16) Consumer Financial Protection Bureau DATE: 04/04/2017 Authorized Representative P Gary P. Pearl President and CEO JPP-PIG PD (03/08) © 2008, XL America, Inc. Pagel 1 _ Purchase Order Fiscal Year 2017 Page: 1 of 1 ___'_T _HIS P NNUMBER MUST APPEAR ON ALL B City of Ashland INVOICES, AND SHIPPING DOCUMENTS. ATTN: Accounts Payable Purchase L 20 E. Main 375 Ashland, OR 97520 Order # T Phone: 541/552-2010 O Email: payable@ashland.or.us V S C/O Parks Department E FULL CIRCLE REAL ESTATE LLC H Admin Office N 240 EAST MAIN STREET l 340 South Pioneer D ASHLAND, OR 97520 P Ashland, OR 97520 O T Phone: 541/488-5340 R O Fax: 541/488-5314 Vendor Phone Number Vendor Fax Number Requisit1om = [1f v~Ly Reference 541 482-6868 Michael Black Date Order We tuber _-Date 3egw ` Fg! wt- m - - -Departrnefn /Location _ : =gg 10/17/2016 1634 FOB ASHLAND OR Parks Accounts Pa able Item# - = Desert ~rnrtl~ = f~1L Unit Price =Extended Price Real Estate Services 1 Provide real estate services @ $100.00 per hour 1 $10,000.0000 $10,000.00 Not to exceed $10,000.00 Contract for Personal Services less than $35,000 Beginning date: 10/15/2016 Completion date: 10/15/2017 Project Account: 2 ADDED: Processed change order 12/26/2017 1 $1,800.0000 $1,800.00 Additional amount requested to pay invoice $1,800.00 Project Account: GL SUMMARY 123000 - 604100 $11,800.00 By!°`_ Dater 1s~ Z~t yuthorized ignature Pb Total - = $11,800.00 FORM #10 CITY OF CONTRACT AMENDMENT APPROVAL REQUEST FORM ASHLAND Request for a Change Order Name of Supplier 1 Contractor 1 Consultant: Full Circle Real Estate Total amount of this contract amendment: Purchase Order Number: 375 Title t Description: Provide real Mate services $ 1,800.00 ® Per attached contract amendment Contract Amendment Original contract amount $ 10,000.00 100 % of original contract Total amount of previous contract amendments -0- % of original contract i Amount of this contract amendment 1,800.00 18 % of original contract TOTAL AMOUNT OF CONTRACT $ 11,800.00 118 % 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 c Contract amendment is within the scope of procurement: YES X NO* Sourcing Method: SMALL PROCUREMENT - Less than $5,000 INVITATION TO BID ora ❑ "YES", the total amount of contract and cumulative REQUEST FOR PROPOSAL amendments $6,000. ❑ "YES", the total amount of cumulative am( ❑ If "NO", amount exceeding authority requires 25% of original contract amount or $250,000 Council approval. Attach copy of Council whichever is less. Communication. ❑ If "NO", amount exceeding authority requir ❑ Exempt- Reason: Council approval. Attach copy of Council PERSONAL SERVICES Communication. ® "YES", Direct appointments $35,000 ❑ Exempt- Reason: ❑ If "NO", requires approval. INTERMEDIATE PROCUREMENT SOLE SOURCE Goods & Services - $5,000 to $100,000 ❑ "YES", the total amount of cumulative am( Personal Services - $5,000 to $75,000 25% of original contract amount or $250,000. ❑ "YES", the total amount of cumulative whichever is less. amendments 25% of original contract amount. ❑ If ❑ If "NO", amount exceeding authority requin , y "NO", amount exceeding authority requires Council Council approval. Attach copy of Council I` approval. Attach copy of Council Communication. Communication. ❑ Exempt -Reason: ❑ Exem t-Reason: SPECIAL PROCUREMENT INTERGOVERNMENTAL AGREEMENT ❑ "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 co of Council Communication. Project Number- _ Account Number: 123000.604100 Account Number - *Expenditure must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accurately. Attach ext e)pf ages if needed. Employee Signature: -r- Department Head Signature: I (Tots am unt of co ract 2: $5,000) ,p City Administrator: (tqual to org!6ater than $25,000 or 10%) Funds appropriated for current fiscal year: YES / NO Finance Director (Equal to or greater than $5,000) Date Comments: Form #10 - Contract Amendment Approval Request Form, Request for a Change Order, Page 1 of 1, 12/19/2017