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HomeMy WebLinkAbout2019-037-20190302 Antares Planning Group, LLC PERSONAL SERVICES AGREEMENT $25,000.00 or less CONSULTANT: Antares Planning Group, LLC CITY OF CONSULTANT'S CONTACT: Steven Pardue ASHLAND 20 East Main Street ADDRESS: 2008 Pintail Drive, Longmont, CO 80504 Ashland, Oregon 97520 Telephone: 541-488-6002 TELEPHONE: 410-746-1487 Fax: 541-488-5311 EMAIL: spardue@antares-pg.com This Personal Services Agreement (hereinafter "Agreement") is entered into by and between the City of Ashland, an Oregon municipal corporation (hereinafter "City") and Antares Planning Group, LLC, a foreign limited liability company, ("hereinafter "Consultant"), for completion of a Benefit Cost Analysis for the Fire Adapted Ashland FEMA Pre-Disaster Mitigation Grant. NOW THEREFORE, in consideration of the mutual covenants contained herein, the City and Consultant hereby agree as follows: 1. Effective Date and Term: This Agreement shall become effective on the date of execution on behalf of the City, as set forth below (the "Effective Date"), and unless sooner terminated as specifically provided in Section 11, shall terminate upon the City's affirmative acceptance of Consultant's Work as complete and Consultant's acceptance of the City's final payment therefore, but not later than January 31, 2019. 2. Scope of Work: Consultant shall provide a comprehensive Benefit Cost Analysis as more fully set forth in Consultant's Proposal for Services dated October 11, 2018, which is attached hereto as "Exhibit A" and incorporated herein by this reference. Consultant's services are collectively referred to herein as the "Work." 3. Compensation: City shall pay Consultant the sum of $9,300 (nine thousand and three hundred dollars) as full compensation for Consultant's performance of all Work under this Agreement. In no event shall Consultant's total of all compensation and reimbursement under this Agreement exceed the sum of $9,300 (nine thousand and three hundred dollars) without the express, written approval from the City official whose signature appears below, or such official's successor in office. Payments shall be made within thirty (30) days of the date of receipt by the City of Consultant's invoice. Should this Agreement be terminated prior to completion of all Work, payments will be made for any phase of the Work completed and accepted as of the date of termination. 4. Supporting Documents/Conflicting Provisions: This Agreement and any exhibits or other supporting documents shall be construed to be mutually complementary and supplementary wherever possible. In the event of a conflict between this Agreement and the supporting documents which cannot be resolved, the provisions of this Agreement shall control over any conflicting provisions in any of the exhibits or other supporting documents. Page I of 6: Personal Services Agreement with Antares Planning Group. LLC. 5. All Costs Borne By Consultant: Consultant shall, at its own risk and expense, perform the Work described above and, unless otherwise specified in this Agreement, furnish all labor, equipment, and materials required for the proper performance of such Work. 6. Qualifications: Consultant has represented, and by entering into this Agreement now represents, that all personnel assigned to the Work to be performed under this Agreement are fully qualified to perform the service to which they will be assigned in a skilled and worker-like manner and, if required to be registered, licensed, or bonded by the State of Oregon, are so registered, licensed, and bonded. 7. Ownership of Work/Documents: All Work product or documents produced in furtherance of this Agreement belong to the City, and any copyright, patent, trademark proprietary or any other protected intellectual property right shall vest in and is hereby assigned to the City. 8. Statutory Requirements: The following laws of the State of Oregon are hereby incorporated by reference into this Agreement: ORS 27913.220, 27913.230 and 27913.235. 9. Living Wage Requirements: If the amount of this Agreement is $21,127.46 or more, Consultant is required to comply with Chapter 3.12 of the Ashland Municipal Code by paying a living wage, as defined in that chapter, to all employees performing Work under this Agreement and to any Subcontractor who performs 50% or more of the Work under this Agreement. Consultant is also required to post the notice attached hereto as "Exhibit B" predominantly in areas where it will be seen by all employees. 10. Indemnification: Consultant shall defend, save, hold harmless and indemnify the City and its officers, employees, and agents from and against any and all claims, suits, actions, losses, damages, liabilities, costs, and expenses of any nature resulting from or arising out of, or relating to the performance of any Work pursuant to this Agreement by Consultant (including but not limited to, Consultant's employees, agents, and others designated by Consultant to perform Work or services under this Agreement). However, Consultant shall not be held responsible for any losses, expenses, claims, subrogations, actions, costs, judgments, or other damages, caused solely by the negligence of City. 11. Termination: a. Mutual Consent. This Agreement may be terminated at any time by the mutual consent of both parties. b. City's Convenience. This Agreement may be terminated by City at any time upon not less than 30 days' prior written notice delivered by certified mail or in person. C. For Cause. The City may terminate this Agreement, in whole or in part, effective upon delivery of written notice to Consultant, or at such later date as may be established by City under any of the following conditions: i. If City funding from federal, state, county or other sources is not obtained and continued at levels sufficient to allow for the purchase of the indicated quantity of services; ii. If federal or state regulations or guidelines are modified, changed, or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this Agreement or are no longer eligible for the funding proposed for payments authorized by this Agreement; or Page 2 of 6: Personal Services Agreement with Antares Planning Group, LLC. iii. If any license or certificate required by law or regulation to be held by Consultant to provide the services required by this Agreement is for any reason denied, revoked, suspended, or not renewed. d. For Default or Breach. i. Either City or Consultant may terminate this Agreement in the event of a breach of the Agreement by the other. Prior to such termination the party seeking termination shall give to the other party written notice of the breach and its intent to terminate. If the party committing the breach has not entirely cured the breach within fifteen (15) days of the date of the notice, or within such other period as the party giving the notice may authorize in writing, then the Agreement may be terminated at any time thereafter by a written notice of termination by the party giving notice. ii. Time is of the essence for Consultant's performance of each and every obligation and duty under this Agreement. City by written notice to Consultant of default or breach may at any time terminate the whole or any part of this Agreement if Consultant fails to provide services called for by this Agreement within the time specified herein or within 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 Agreement. e. Oblipation/Liability of Parties. Termination or modification of this Agreement 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 Subsection a, b, c, or d of this section, Consultant shall immediately cease all activities under this Agreement, unless expressly directed otherwise by City in the notice of termination. Further, upon termination, Consultant shall deliver to City all Agreement documents, information, works-in-progress and other property that are or would be deliverables had the Agreement been completed. City shall pay Consultant for Work performed prior to the termination date if such Work was performed in accordance with this Agreement. 12. Independent Contractor Status: Consultant is an independent contractor and not an employee of the City for any purpose. Consultant shall have the complete responsibility for the performance of this Agreement. Consultant shall provide workers' compensation coverage as required in ORS Chapter 656 for all persons employed to perform Work pursuant to this Agreement. 13. Assignment: Consultant shall not assign this Agreement or subcontract any portion of the Work without the written consent of City. Any attempted assignment or subcontract without written consent of City shall be void. Consultant shall be fully responsible for the acts or omissions of any assigns or subcontractors and of all persons employed by them, and the approval by City of any assignment or subcontract of the Work shall not create any contractual relation between the assignee or subcontractor and City. 14. Default. The Consultant shall be in default of this Agreement if Consultant: commits any material breach or default of any covenant, warranty, certification, or obligation under the 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 Agreement; or attempts to assign rights in, or delegate duties under, this Agreement. Page 3 of 6: Personal Services Agreement with Antares Planning Group, LLC. 15. Insurance. Consultant shall, at its own expense, maintain the following insurance: a. Worker's Compensation Insurance: Consultant shall comply with ORS 656.017 with regard to Worker's Compensation Insurance or certify that it is exempt under ORS Chapter 656. b. Professional Liability insurance with a combined single limit, or the equivalent, of not less than $1,000,000 (one million dollars) per occurrence. This is to cover any damages caused by error, omission or negligent acts related to the professional services to be provided under this Agreement. c. General Liability insurance with a combined single limit, or the equivalent, of not less than $1,000,000 (two million dollars) per occurrence and $2,000,000 (two million dollars) in the aggregate for Bodily Injury, Death, and Property Damage. d. Automobile Liability insurance with a combined single limit, or the equivalent, of not less than $250,000 (two hundred and fifty thousand dollars) for each accident for Bodily Injury and Property Damage, including coverage for owned, hired or non-owned vehicles, as applicable. e. Notice of cancellation or change. There shall be no cancellation, material change, reduction of limits or intent not to renew the insurance coverage(s) without 30 days' prior written notice from the Consultant or its insurer(s) to the City. f. Additional Insured/Certificates of Insurance. Consultant shall name the City of Ashland, Oregon, and its elected officials, officers, and employees as Additional Insureds on any insurance policies, excluding Professional Liability and Workers' Compensation, required herein, but only with respect to Consultant's services to be provided under this Agreement. The consultant's insurance is primary and non-contributory. As evidence of the insurance coverages required by this Agreement, the Consultant shall furnish acceptable insurance certificates prior to commencing the Work under this Agreement. The certificate will specify all of the parties who are Additional Insureds. Insuring companies or entities are subject to the City's acceptance. If requested, complete copies of insurance policies; trust agreements, etc. shall be provided to the City. The Consultant shall be financially responsible for all pertinent deductibles, self-insured retentions, and/or self-insurance. 16. Nondiscrimination: Consultant agrees that no person shall, on the grounds of race, color, religion, creed, sex, marital status, familial status or domestic partnership, national origin, age, mental or physical disability, sexual orientation, gender identity or source of income, suffer discrimination in the performance of any Work under this Agreement when employed by Consultant. Consultant agrees to comply with all applicable requirements of federal and state civil rights and rehabilitation statutes, rules and regulations. Further, Consultant agrees not to discriminate against a disadvantaged business enterprise, minority-owned business, woman-owned business, a business that a service-disabled veteran owns or an emerging small business enterprise certified under ORS 200.055, in awarding subcontracts as required by ORS 279A.I 10. 17. Consultant's Compliance With Tax Laws: 17.1 Consultant represents and warrants to the City that: 17. 1.1 Consultant shall, throughout the term of this Agreement, including any extensions hereof, comply with: (i) All tax laws of the State of Oregon, including but not limited to ORS 305.620 and ORS Chapters 316, 317, and 318; (ii) Any tax provisions imposed by a political subdivision of the State of Oregon applicable to Consultant; and Page 4 of 6: Personal Services Agreement with Antares Planning Group. LLC. (iii) Any rules, regulations, charter provisions, or ordinances that implement or enforce any of the foregoing tax laws or provisions. 17.1.2 Consultant, for a period of no fewer than six (6) calendar years preceding the Effective Date of this Agreement, has faithfully complied with: (i) All tax laws of the State of Oregon, including but not limited to ORS 305.620 and ORS Chapters 316, 317, and 318; (ii) Any tax provisions imposed by a political subdivision of the State of Oregon applicable to Consultant; and (iii) Any rules, regulations, charter provisions, or ordinances that implement or enforce any of the foregoing tax laws or provisions. 18. Governing Law; Jurisdiction; Venue: This Agreement shall be governed and construed in accordance with the laws of the State of Oregon without resort to any jurisdiction's conflict of laws, rules or doctrines. Any claim, action, suit or proceeding (collectively, "the claim") between the City and the Consultant that arises from or relates to this Agreement shall be brought and conducted solely and exclusively within the Circuit Court of Jackson County for the State of Oregon. If, however, the claim must be brought in a federal forum, then it shall be brought and conducted solely and exclusively within the United States District Court for the District of Oregon filed in Jackson County, Oregon. Consultant, by its signature hereon of its authorized representative, hereby consents to the in personam jurisdiction of said courts. 19. THIS AGREEMENT AND THE ATTACHED EXHIBITS CONSTITUTE THE ENTIRE UNDERSTANDING AND AGREEMENT BETWEEN THE PARTIES. NO WAIVER, CONSENT, MODIFICATION OR CHANGE OF TERMS OF THIS AGREEMENT 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 AGREEMENT. CONSULTANT, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE, HEREBY ACKNOWLEDGES THAT HE/SHE HAS READ THIS AGREEMENT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND CONDITIONS. 20. Force Majeure. Neither party to this Agreement shall hold the other responsible for damages or delay in performance caused by acts of God, strikes, lockouts, accidents, or other events beyond the control of the other or the other's officers, employees or agents. 21. Amendments. This Agreement may be amended only by written instrument executed by both parties with the same formalities as this Agreement. 22. Nonappropriations Clause. Funds Available and Authorized: City has sufficient funds currently available and authorized for expenditure to finance the costs of this Agreement within the City's fiscal year budget. Consultant understands and agrees that City's payment of amounts under this Agreement 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 Agreement. In the event City has insufficient appropriations, limitations or other expenditure authority, City may terminate this Agreement without penalty or liability to City, effective upon the delivery of written notice to Consultant, with no further liability to Consultant. Page 5 of 6: Personal Services Agreement with Antares Planning Group, LLC. 23. Certification. Consultant shall execute the certification attached hereto as "Exhibit C" and incorporated herein by this reference. IN WITNESS WHEREOF the parties have caused this Agreement to be signed in their respective names by their duly authorized representatives as of the dates set forth below. THE CITY OF ASHLAND, OREGON: CONSULTANT: Antares Planning Group Signature Signature Printed 14ame Printed Name Title Title t1 2t l`$ Date Date (W-9 is to be submitted with this signed Agreement) Page 6 :of 6: Perso l Services Agreement with Antares Planning Group. LLC. 23. Certification. Consultant shall execute the certification attached hereto as "Exhibit C" and incorporated herein by this reference. IN WITNESS WHEREOF the parties have caused this Agreement to be signed in their respective names by their duly authorized representatives as of the dates set forth below. N: CONSULTANT: Antares Planning Group Signature Signature S{-e v-C^ p Y 1 c Printed Name Printed Name IP ire % I- A C Vt, Title Title t\ . Z- (a• LFS Date Date (W-9 is to be submitted with this signed Agreement) Page 6 of 6: Perso Services Agreement with Antares Planning Group, LLC. EXHIBIT B CITY OF ASHLAND, OREGON City of Ashland LIVING ALL employers described WAGE comply below must of Ashland laws regulating payment of a per hour, effective June 30, 2018. W.6 The Living Wage is adjusted annually every June 30 by the Consumer Price Index. portion of business of their 401K and IRS eligible employer, if the employer has cafeteria plans (including ten or more employees, and childcare) benefits to the has received financial amount of wages received by assistance for the project or the employee. For all hours worked under a business from the City of 10, service contract between their Ashland in excess of ➢ Note: For temporary and employer and the City of $21,127.46. part-time employees, the Ashland if the contract Living Wage does not apply exceeds $21,127.46 or more. ➢ If their employer is the City of to the first 1040 hours worked Ashland, including the Parks in any calendar year. For ➢ For all hours worked a and Recreation Department. more details, please see month if the employee spends Ashland Municipal Code employee's or more of the ➢ In calculating the living wage, Section 3.12.020. employee's time in that month employers may add the value working on a project or of health care, retirement, For additional information: Call the Ashland City Administrator's office at 541-488-6002 or write to the City Administrator, City Hall, 20 East Main Street, Ashland, OR 97520, or visit the City's website at www.ashland.or.us. Wotice to Enq)kq s: This notice must be posted predominantly in area where it can be seen by all employees. CITY OF Page 1 of 1: Exhibit B -A5 H LAN D y: r Y 4 i S r f av{ Ri` r , ?fan' ~~&r>-.. V•, 3+A~•.~..,. ...'A_ '•I(~A3!l.d'.~:..: ^.ARdG%-.,::r Y' }h".:.',i:' Nw'. ..'..f#.a-•'9C1K ^.il':~ :.'WS:' ~y~i. '^~V ''Ll • ~ L-~ 7 . 'y ~ ~ } LIB t`~f~ '•"rl ~ :.s.* "F'tA$" y~ q try EXHIBIT C CERTIFICATIONS/REPRESENTATIONS: Consultant, by and through its authorized representative, under penalty of perjury, certifies that (a) the number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be issued to it and (b) Consultant is not subject to backup withholding because: (i) it is exempt from backup withholding, or (ii) it has not been notified by the Internal Revenue Service (IRS) that it is subject to backup withholding as a result of a failure to report all interest or dividends, or (iii) the IRS has notified it that it is no longer subject to backup withholding. Consultant further represents and warrants to City that: (a) it has the power and authority to enter into this Agreement and perform the Work, (b) the Agreement, when executed and delivered, shall be a valid and binding obligation of Consultant enforceable in accordance with its terms, (c) the work under the Agreement shall be performed in accordance with the highest professional standards, and (d) Consultant is qualified, professionally competent, and duly licensed (if applicable) to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws, it is an independent contractor as defined in the Agreement, it is authorized to do business in the State of Oregon, and Consultant has checked four or more of the following criteria that apply to its business. _kfe (1) Consultant carries out the work or services at a location separate from a private residence or is in a specific portion of a private residence, set aside as the location of the business. _toe (2) Commercial advertising or business cards or a trade association membership are purchased for the business. (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) Consultant assumes financial responsibility for defective workmanship or for -toe service not provided as evidenced by the ownership of performance bonds, warranties, errors and omission (professional liability) insurance or liability insurance relating to the Work or services to be provided. 'SewoffSt's signature 11. 70 Date r~M~ J~ 'i , e r I CERTIFICATION OF EXEMPTION FROM WORKERS' COMPENSATION INSURANCE REQUIREMENTS Contractor is exempt from the requirement to obtain workers compensation insurance under ORS Chapter 656 for the following reason. Contractor is to initial the appropriate box as follows: SOLE PROPRIETOR (Initials) ■ Contractor is a sole proprietor, and ■ Contractor has no employees, and • Contractor will not hire employees or subcontractors to perform this contract. CORPORATION - FOR PROFIT (Initials) ■ Contractor's business is incorporated; and ■ All employees of the corporation are officers and directors and have a substantial ownership interest* in the corporation, and ■ All work will be performed by the officers and directors; Contractor will not hire other employees or subcontractors to perform this contract. CORPORATION - NONPROFIT (Initials) ■ Contractor's business is incorporated as a nonprofit corporation, and ■ Contractor has no employees; all work is performed by volunteers, and ■ Contractor will not hire employees or subcontractors to perform this contract. PARTNERSHIP (Initials) ■ Contractor is a partnership, and ■ Contractor has no employees, and • All work will be performed by the partners; Contractor will not hire employees or subcontractors to perform this contract, and • Contractor is not engaged in work performed in direct connection with the construction, alteration, repair, improvement, moving or demolition of an improvement to real property or appurtenances thereto.** LIMITED LIABILITY COMPANY fitials) ■ Contractor is a limited liability company, and ■ Contractor has no employees, and ■ All work will be performed by the members; Contractor will not hire employees or subcontractors to perform this contract, and ■ If Contractor has more than one member, Contractor is not engaged in work performed in direct connection with the construction, alteration, repair, improvement, moving or demolition of an improvement to real property or appurtenances thereto.*F 11. 5■~tc gnature of Authorized Signer (Date i (Signer'sTitle *NOTE: Under OAR436-50-050 a shareholder has a "substantial ownership" interest if the shareholder owns 10% of the corporation, or if less than 10% is owned, the shareholder has ownership that is at least equal to or greater than the average percentage of ownership of all shareholders. **NOTE: Under certain circumstances partnerships and limited liability companies can claim an exemption even when performing construction work. The requirements for this exemption are complicated. Consult with City Attorney's Office before an exemption request is accepted from a contractor who will perform construction work. AL~ n ® DATE (MM/DD/YYYY) 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 be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: I, N Ell; . FAX (888) 202-3007 A/C No): HiSDDX Inc E 520 Madison Avenue ADDRESS: contact@hiscox.com 32nd Floor INSURERS AFFORDING COVERAGE NAIC # New York, NY 10022 INSURERA: Hiscox Insurance Company Inc 10200 INSURED INSURER B : Antares Planning Group INSURER C : 2008 Pintail Drive INSURER D : INSURER E : Longmont CO 80504 INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER MM/DD POLICY /YYEFF YY MML LTR DDNYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE 11NT11 CLAIMS-MADE F1 OCCUR PREM 'EL (E. occu ence $ MED EXP (Any one person) $ PERSONAL 8 ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER GENERALAGGREGATE $ POLICY ] JECT PRO F-] LOC PRODUCTS - COMP/OP AGG $ OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO BODILY INJURY (Per person) $ ALL OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS AUTOS DAMAGE NON-OWNED PROPERTY PeOP RT accident) $ HIRED AUTOS AUTOS UMBRELLA LIAB HOCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS' LIABILITY Y I N STATUTE ER E.L. EACH ACCIDENT $ ANYPROPRIETOR/PARTNER/EXECUTIVE ❑ NIA OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ Professional Liability Each Claim: $ 1,000,000 A UDC-2127882-EO-17 12/14/2017 12/14/2018 Aggregate: $ 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE _=w Ll _rwat ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD AC RO® CERTIFICATE OF LIABILITY. INSURANCE oAT1 412 01 7YV 12/v1a/zo17 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: HiscoX Inc. PHONE (888) 202-3007 ac No: 520 Madison Avenue ADDRESS: contact@hiscox.com 32nd Floor INSURERS AFFORDING COVERAGE NAICB New York, NY 10022 INSURER A: Hiscox Insurance Company Inc 10200 INSURED INSURER B : Antares Planning Group INSURER C: 2008 Pintail Drive INSURER : INSURER E D: Longmont CO 80504 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE Jam ADDLSUBR POLICYNUMBER M=DYEFF POLICY P LIMITS WVD LTR X COMMERCIALGENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE OCCUR PREMISES Ea occurrence $ 100.000 X CGL is on BOP Form MED EXP (Any one person) $ 5,000 A UDC-2127882-BOP-17 12114/2017 12114/2018 PERSONALS ADV INJURY $ Srr Each Occ. GENL AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $ 2,000,000 X POLICY~JECT FILOC PRODUCTS-COMP/OP AGG $ Srr Gen. Agg. OTHER: $ AUTOMOBILELIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO BODILY INJURY (Per person) $ A ALL OWNED SCHEDULED UDC-2127882-BOP-17 12114/2017 1211412018 BODILY INJURY (Par accident) $ AUTOS AUTOS X HIREDAUTOS X NON-OWNED PROPERTY DAMAGE $ AUTOS Per accident UMBRELLALIAS OCCUR EACH OCCURRENCE $ EXCESS DAB CLAIMS-MADE AGGREGATE $ DEC) RETENTIONS $ WORKERS COMPENSATION BRA EMPLOYERS' LIABILITY Y/N STATUTE ER A OFFICERIMEMBEREXCLUDEDi NYPROPRIETOMPARTNEWEXECUTIVE ❑ N/A E.L. EACH ACCIDENT $ (Mandatory In NH) E.L. DISEASE-EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT S DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ,'~[`~'iJ~//'' 0 0 @ 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD Dec Page View - Steven Pardue Page 1 of 3 Steven Pardue Basic Policy Information Policy 5130497500 Term: 07/17/2017-07/17/2018 Tran Date: 10/25/2017 Tran Type: Policy change Tran Description: DNLD/Policy change Policy Type: Private Passenger Auto Business Unit: Division: Division one Department: Department one Primary Service Group: Account Executive: Kirstin Giordano Account Representative: IV Mulhern Parent Company: Auto Owners Ins Co. Writing Company: Owners Insurance Co. Bill Method/Pay Plan: Direct bill, Monthly Current Policy Premium: $1,048.27 Full Term Premium: $1,075.93 First Named Insured Name: Firm Name: DBA: Dec Name: STEVEN PARDUE Address: 2008 PINTAIL DR LONGMONT CO 805047365 Business: Residence: Cell: Fax: Email: Coinsured Name Bus Phone Res Phone Heidi Pardue Additional Interests Name Type Address Phone Fax Email Interest In Payor Loan/Ref # Description Rank Subaru Motors LienholderPO Box 78101, Veh #0004 01 Finance C/O Phoenix, AZ, Chase 850628101 Remarks ADVANCE QUOTE DISCOUNT PAYMENT HISTORY DISCOUNT APPLIES NO YOUTHFUL OPERATOR DISCOUNT (NYD ) PREM: $.00 CHANGE: $.00 START OF DESCRIPTION OF CHANGES CHANGED UM Coverage (CO) Private Passenger DELETED ITEM 0001 2004 VOLK JETTA GL TDI VIN: WVWRR61J54W031254 END OF DESCRIPTION OF CHANGES POLICY RATE CODE 0003 Steven Pardue INSURANCE SCORE IS:X883 DOB: 19581219 AGE: CONF.:77173970 AUTO/HOME MULTI-POLICY DISCOUNT APPLIES. UNINSURED MOTORIST LIABILITY COVERAGE (UM ) PREM: $265.19 CHANGE:- $70.27 LIM 1: $250,000 LIM 2: $250,000 VEHICLE #0002 - HOUSEHOLD COMPOSITION RATING APPLIES VEHICLE #0004 - HOUSEHOLD COMPOSITION RATING APPLIES; 79939, 01/12, - VEH 0004 SEC III DMG TO YOUR AUTO AMENDATORY END Lines of Business Private Passenger Auto Private Pass (Premier) Veh #0002 Company Veh #0002: 2003, TOYT, CAMRY Vehicle Premium: $277.56 LE/XLE, JTDBE32K630226137 Coverages Stated Coverage Limit 1 Limit 2 Ded Type/AmtAmount Premium Anti-Lock Brake Discount Passive Restraint https://www.ams360.com/v 1622762/Customer/Policy_Dec_View_Printer.aspx?Custld=87... 4/13/2018 Dee Page View - Steven Pardue Page 2 of 3 Multi-Car Discount Bodily injury limit(s) 250,000 500,000 $134.70 Medical payments 5,000 $31.11 Property damage-single 100,000 $84.81 limit Towing and labor 100 $8.77 Theft Prevention Authority $1.00 Charge Uninsured Motorist Liab / 250,000 250,000 BI Uninsured motorist 250 $17.17 property damage Rating Information Territory: 006 Performance: Age Group: Odometer: Symbol: 12 Annual Miles: Col Symbol: Comp Symbol: Usage: Commute Passive Retraint: T Miles One Way:10 Airbag: Multi Car: x Anti-Lock Brakes: 4 wheel Car Pool: Anti-Theft Device:No anti-theft Reg State: Co Anti-Theft 0/b: Garaged: Veh #0004 Company Veh #0004: 2017, SUBA, OUTBACK Vehicle Premium: $533.18 2.51 PREMIUM, 4S4BSAFC2H3435036 Coverages Stated Coverage Limit 1 Limit 2 Ded Type/AmtAmount Premium Anti-Lock Brake Discount Passive Restraint Anti-Theft Device Coverage Options Option Type: 2 Auto loan Multi-Car Discount Bodily injury limit(s) 250,000 500,000 $135.52 Collision 1000 $181.11 Comprehensive 1000 $113.92 Medical payments 5,000 $16.31 Property damage-single 100,000 $85.32 limit Theft Prevention Authority $1.00 Charge Uninsured Motorist Liab / 250,000 250,000 BI Rating Information Territory: 006 Performance: Age Group: Odometer: Symbol: 12 Annual Miles: Col Symbol: Comp Symbol: Usage: Pleasure Passive Retraint: W Miles One Way: Airbag: Multi Car: x Anti-Lock Brakes:4 wheel Car Pool: Anti-Theft Device:Pres, no desc Reg State: Co Anti-Theft O/c: Garaged: Line of Business Coverages Stated Coverage Limit 1 Limit 2 . Ded Type/AmtAmount Premium https://www.ams360.com/v 1622762/Customer/Policy_Dec_View_Printer.aspx?CustId=87... 4/13/2018 Dec Page View - Steven Pardue Page 2 of 3 Multi-Car Discount Bodily injury limit(s) 250,000 500,000 $134.70 Medical payments 5,000 $31.11 Property damage-single 100,000 limit $84.81 Towing and labor 100 $8.77 Theft Prevention Authority Charge $1.00 Uninsured Motorist Liab / 250,000 250,000 BI Uninsured motorist 250 $17.17 property damage Rating Information Territory: 006 Performance: Age Group: Odometer: Symbol: 12 Annual Miles: Col Symbol: Comp Symbol: Usage: Commute Passive Retraint: T Miles One Way:10 Airbag: Multi Car: X Anti-Lock Brakes:4 wheel Car Pool: Anti-Theft Device:No anti-theft Reg State: CO Anti-Theft Garaged: Veh #0004 Company Veh #0004: 2017, SUBA, OUTBACK Vehicle Premium: $533.18 2.51 PREMIUM, 4S4BSAFC2H3435036 Coverages Stated Coverage Limit 1 Limit 2 Ded Type/AmtAmount Premium Anti-Lock Brake Discount Passive Restraint Anti-Theft Device Coverage Options Option Type: 2 Auto loan Multi-Car Discount Bodily injury limit(s) 250,000 500,000 $135.52 Collision 1000 $181.11 Comprehensive 1000 $113.92 Medical payments 5,000 $16.31 Property damage-single 100,000 limit $85.32 Theft Prevention Authority Charge $1.00 Uninsured Motorist Uab / BI 250,000 250,000 Rating Information Territory: 006 Performance: Age Group: Odometer: Symbol: 12 Annual Miles: Col Symbol: Comp Symbol: Usage: Pleasure Passive Retraint: W Miles One Way: Airbag: Multi Car: X Anti-Lock Brakes:4 wheel Car Pool: Anti-Theft Device:Pres, no desc Reg State: CO Anti-Theft o/a: Garaged: Line of Business Coverages Stated Coverage Limit 1 Limit 2 . Ded Type/AmtAmount Premium https://www.ams360.com/vl622762/Customer/Policy_Dec_View Printer.aSpX?CustId=87... 4/13/2018 H ISCOX Hiscox Insurance Company Inc. Policy Number: UDC-2127882-BOP-17 Named Insured: Antares Planning Group Endorsement Number: 5 Endorsement Effective: December 14, 2017 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. HIRED AUTO AND NON-OWNED AUTO LIABILITY This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE Coverage Additional Premium A. Hired Auto Liability $ 131.00 B. Non-owned Auto Liability $ 0.00 Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Insurance is provided only for those coverages for a. "Bodily injury" to: which a specific premium charge is shown in the (1) An "employee" of the insured arising out Declarations or in the Schedule. of and in the course of: 1. Hired Auto Liability (a) Employment by the insured; or The insurance provided under Paragraph A.1. (b) Performing duties related to the Business Liability in Section II - Liability conduct of the insured's business; or applies to "bodily injury" or "property damage" arising out of the maintenance or use of a (2) The spouse, child, parent, brother or "hired auto" by you or your "employees" in the sister of that "employee" as a conse- course of your business. quence of Paragraph (1) above. 2. Non-owned Auto Liability This exclusion applies: The insurance provided under Paragraph A.1. (1) Whether the insured may be liable as an Business Liability in Section II - Liability employer or in any other capacity; and applies to "bodily injury" or "property damage" (2) To any obligation to share damages with arising out of the use of any "non-owned auto" or repay someone else who must pay in your business by any person. damages because of injury. B. For insurance provided by this endorsement only: This exclusion does not apply to: 1. The exclusions under Paragraph B.1. Appli- (1) Liability assumed by the insured under cable To Business Liability Coverage in an "insured contract"; or Section II - Liability, other than Exclusions a., b., d., f. and i. and the Nuclear Energy Liabil- ity Exclusion, are deleted and replaced by the following: BP 04 04 01 10 © Insurance Services Office, Inc., 2009 Page 1 of 2 (2) "Bodily injury" arising out of and in the c. Any person while employed in or other- course of domestic employment by the wise engaged in duties in connection insured unless benefits for such injury with an "auto business", other than an are in whole or in part either payable or "auto business" you operate; required to be provided under any work- ers' compensation law, d. The owner or lessee (of whom you are a b. "Property damage" to: sublessee) of a "hired auto" or the owner of a "non-owned auto" or any (1) Property owned or being transported by, agent or "employee" of any such owner or rented or loaned to the insured; or or lessee; or (2) Property in the care, custody or control e. Any person or organization for the con- of the insured. duct of any current or past partnership 2. Paragraph C. Who Is An Insured in Section If or joint venture that is not shown as a - Liability is replaced by the following: Named Insured in the Declarations. 1. Each of the following is an insured under C. For the purposes of this endorsement only, Para- this endorsement to the extent set forth be- graph H. Other Insurance in Section III - Com- low: !non Policy Conditions is replaced by the follow- a. You; ing: This insurance is excess over any primary insur- b. Any other person using a "hired auto" ance covering the "hired auto" or "non-owned with your permission; auto". c. For a "non-owned auto": D. The following additional definitions apply: (1) Any partner or "executive officer" of 1. "Auto business" means the business or occu- yours; or pation of selling, repairing, servicing, storing or (2) Any "employee" of yours; parking "autos". but only while such "non-owned auto" is 2. "Hired auto" means any "auto" you lease, hire, being used in your business; and rent or borrow. This does not include any d. Any other person or organization, but "auto" you lease, hire, rent or borrow from any only for their liability because of acts or of your "employees", your partners or your "ex- omissions of an insured under a., b. or ecutive officers" or members of their house- c. above. holds. 2. None of the following is an insured: 3. "Non-owned auto" means any "auto" you do not own, lease, hire, rent or borrow which is a. Any person engaged in the business of used in connection with your business. This in- his or her employer for "bodily injury" to cludes "autos" owned by your "employees", any co-"employee" of such person in- your partners or your "executive officers", or jured in the course of employment, or to members of their households, but only while the spouse, child, parent, brother or sis- used in your business or your personal affairs. ter of that co-"employee" as a conse- quence of such "bodily injury", or for any obligation to share damages with or re- pay someone else who must pay dam- ages because of the injury; b. Any partner or "executive officer" for any "auto" owned by such partner or officer or a member of his or her household; - - - - - - Page 2 of 2 - - - - - - . - -@ Insurance Services Office, Inc., 2009 - BP 04 04 01 10 (2) "Bodily injury" arising out of and in the c. Any person while employed in or other- course of domestic employment by the wise engaged in duties in connection insured unless benefits for such injury with an "auto business", other than an are in whole or in part either payable or "auto business" you operate; required to be provided under any work- ers' compensation law. d. The owner or lessee (of whom you are a b. "Property damage" " to: sublessee) of a "hired auto" or the Part 9e owner of a "non-owned auto" or any (1) Property owned or being transported by, agent or "employee" of any such owner or rented or loaned to the insured; or or lessee; or (2) Property in the care, custody or control e. Any person or organization for the con- of the insured. duct of any current or past partnership 2. Paragraph C. Who Is An Insured in Section II or joint venture that is not shown as a - Liability is replaced by the following: Named Insured in the Declarations. 1. Each of the following is an insured under C. For the purposes of this endorsement only, Para- this endorsement to the extent set forth be- graph H. Other Insurance in Section III - Corn- low:, !non Policy Conditions is replaced by the follow- ing: a. You; This insurance is excess over any primary insur- b. Any other person using a "hired auto" ance covering the "hired auto" or "non-owned with your permission; auto". c. For a "non-owned auto": D. The following additional definitions apply: (1) Any partner or "executive officer" of 1. "Auto business" means the business or occu- yours; or pation of selling, repairing, servicing, storing or (2) Any "employee" of yours; parking "autos". but only while such "non-owned auto" is 2. "Hired auto" means any "auto" you lease, hire, being used in your business; and rent or borrow. This does not include any d. Any other person or organization, but "auto" you lease, hire, rent or borrow from any for their liability because of acts or of your "employees", your partners or your "ex- only omissions of an insured under a., b. or holds.e officers" or members of their house c. above. holds. 2. None of the following is an insured: 3. "Non-owned auto" means any "auto" you do not own, lease, hire, rent or borrow which is a. Any person engaged in the business of used in connection with your business. This in- his or her employer for "bodily injury" to cludes "autos" owned by your "employees", any co-"employee" of such person in- your partners or your "executive officers", or jured in the course of employment, or to members of their households, but only while the spouse, child, parent, brother or sis- used in your business or your personal affairs. ter of that co-"employee" as a conse- quence of such "bodily injury", or for any obligation to share damages with or re- pay someone else who must pay dam- ages because of the injury; b. Any partner or "executive officer" for any "auto" owned by such partner or officer or a member of his or her household; - - - , 2009 BP 04 64 61 10 " ' Page 2 of 2 ' ©Insurance Serv-ices Office, Inc. - Dec Page View - Steven Pardue Page 3 of 3 No Youthful Driver Discount Uninsured Motorist Liab / 250,000 250,000 $265.19 BI Drivers Driver Lic Good Drv Stdnt Good Mat # Name DOB Lic # State RelationStatusStdnt Train Ovr 100 Drv Drv SSN 0001- Steven Pardue 12/19/1958132060557CO Insured N N 0002 Pardue 03/12/1958132060549CO Spouse N N Usage 010 of GoverningUsed Owner of Veh # Year Make Model Driver Usage Driver Most Vehicle 0002 2003 TOYT CAMRY Steven Pardue 25 LE/XLE 0002 2003 TOYT CAMRY Heidi Pardue 75 Y LE/XLE OUTBACK 0004 2017 SUBA 2.51 Heidi Pardue 75 Y PREMIUM I https://www.ams360.com/v 1622762/Customer/Policy_Dec_V iew_Printer.aspx?Custld=87... 4/13/2018 Purchase Order Fiscal Year 2019 Page: 1 of: 1 I :THIS PU TIUMB~k MiJST APPEARON ALL'- INVOICEs, AND ;HIPPING DOCUMFNTS B City of Ashland I ATTN: Accounts Payable ~ 20 E. Main Purchase 20190302 Ashland, OR 97520 Order # T Phone: 541/552-2010 O Email: payable@ashland.or.us V H C/O Fire and Rescue Department E ANTARES PLANNING GROUP, LLC 1 455 Siskiyou Blvd N 2008 PINTAIL DRIVE P Ashland, OR 97520 D LONGMONT, CO 80504 Phone: 541/482-2770 O T Fax: 541/488-5318 R O Chris Chambers-- 12/1 /2018 4239 FOBASHLANDOR/NET30 Cit Accounts Payable ffiffiRfiff VIM Benefit Analysis FEMA Grant 1 Benefit Cost Analysis for the Fire adapted Ashland FEMA Pre- 1 $9,300.0000 $9,300.00 Disaster Mitigation Grant Personal Services Agreement ($25,000.00 or less) Completion date: 01731/2019 Project Account: E-000640-400 GL SUMMARY 072900 - 604160 $9,300.00 I By: f`~ E ~ Date:`" I 1 Authorized S ature $9,300.001 F AI'•equestfor~,~l~rr~9~eseC~je~~µ•r,~-~~ d-►~ yV~~.re ASHLAND REQUISITION Vendor Name Antares Planning Group LLC Address, City, State, Zip 2008 Pintail Drive, Longmont, CO 80504 Contact Name Steven Pardue 41 /0 Telephone Number 410-746-1487 Email address spardue anantares-pq.com SOURCING METHOD ❑ Exempt from Competitive Bidding ❑ Invitation to Bid ❑ Emergency ❑ Reason for exemptidn: Date approved by Council: ❑ Form #13, Written findings and Author zation ❑ AMC 2.50 -(Attach copy of council communication) ❑ Written quote or proposal attached ❑ Written quote or proposal attached If council approval required. attach co of CC ❑ Small Procurement ❑ RequestforProposal Cooperative Procurement Not exceeding $5.000 Date approved by Council: ❑ State of Oregon ❑ DirectAward (Attach copy of council communication Contract # ❑ VerbalMritten quote(s) or proposal(s) j] Request for Qualifications (Public Works) ❑ State of Washington Intermediate Procurement Date approved by Council: Contract 4 GOODS & SERVICES (Attach copy of council communication) ❑ Other government agency contract Greater than $5,000 and less than $100,000 Sole Source Agency ❑ (3) Written quotes and solicitation attached El Applicable Form (#5,6,7 or 8) Contract # Inency emmentalAgreement PERSONAL SERVICES El Written quote or proposal attached Form Agency Greater than $5,000 and less than $75,000 ❑ Form #4, Personal Services >$5K & <$75K ❑ Annual cost to City does not exceed $25,000. X Direct appointment not to exceed $35,000 ❑ Special Procurement ❑(3) Written proposals/written solicitation Agreement approved Legal and approved/signed by ❑ Form #9 Request for Approval City Administrator. AMC C 2.50.070 4 L] Farm #4, Personal Services >$5K & <$75K F1 Written quote or proposal attached ( ) Date approved by Council: ❑ Annual cost to City exceeds $25,000, Council Valid until: (Date) approval required. (Attach copy of council communication) Description of SERVICES y Total Cost This contract is to complete the Benefit Cost Analysis for the Fire Adapted Ashland FEMA Pre-Disaster Mitigation Grant $ 9,300.00• Item # Quantity Unit Description of MATERIALS Unit Price Total Cost - r Y' t ❑ Per attached quotelproposal T!]OTAL COST. Expenditure must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accurately. 93 Project NumberAccountNumber()-7 ael0D-bO9 60 $9,3dOQ00 Project Number Account Number Project Number Account Number IT Directorin collaboration with department to approve all hardware and software purchases: By signing this requis"on form, I certi hat the City's public contracting requirements have been s rsfied. Director Date Support -Yes / No Employee: Department Head: (E ual to reater than $5,000) -_-DepartmentMarrager/Sopsrvisar:-. (Equa gre tertha $25,000) Funds appropriated for current fiscal year / NO r- C 2 l inanceDirector (E to or greater than $5,000) Date Imments: