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HomeMy WebLinkAbout2019-069 20190059 Fregonese Associates Inc PERSONAL SERVICES AGREEMENT (less than $35,000.00 CONSULTANT: Fregonese Associates, Inc. CITY OF CONSULTANT'S CONTACT: Scott Fregonese ASHLAND 20 East Main Street ADDRESS: 1525 SW Park Ave, Ste. 200 Ashland, Oregon 97520 Portland, OR 97201 Telephone: 541/488-5305 Fax: 541/552-2050 TELEPHONE: (503) 228-3054 EMAIL: scoff@frego.com This Personal Services Agreement (hereinafter "Agreement") is entered into by and between the City of Ashland, an Oregon municipal corporation (hereinafter "City") and Fregonese Associates, Inc, a domestic professional corporation ("hereinafter "Consultant"), for the analysis of a vertical housing development zone in Ashland's transit triangle. NOW THEREFORE, in consideration of the mutual covenants contained herein, the City and Consultant hereby agree as follows: 1. Effective Date and Duration: 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 herein, 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 June 30, 2019. 2. Scope of Work: Consultant will provide case study research on vertical housing development zones in Oregon, assess and model the impacts of implementing a vertical housing development zone within the study area, work with staff to hold study sessions with the City Council, and modify the development zone program and materials based on the City Council's direction. This Agreement includes the Consultant's commitment to provide all phases of the design process as more fully described in the Consultant's Proposal, which is attached hereto as "Exhibit C" and incorporated herein by this reference. Consultant's services during all phases of the, design process are collectively referred to herein as the "Work." 3. Supporting Documents/Conflicting Provisions: This Agreement and any exhibits or other supporting documents shall be construed to be mutually complimentary and supplementary wherever possible. In the event of a conflict which cannot be so resolved, the provisions of this Agreement itself shall control over any conflicting provisions in any of the exhibits or supporting documents. 4. 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. 5. Qualified Work: 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 Page I of 6: Personal Services Agreement Nvidr Fregonese Associates, Inc. registered, licensed or bonded by the State of Oregon, are so registered, licensed and bonded. 6. Compensation: City shall pay Consultant the sum not to exceed $15,000 (fifteen thousand United States dollars), as described in the project budget attached as hereto as "Exhibit D", 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 $15,000 (fifteen thousand United States 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 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. 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 $20,688.86 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 hereby 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 Agreement by Consultant (including but not limited to, Consultant's employees, agents, and others designated by Consultant to perform Work or services attendant to 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. City may terminate or modify 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 Fregonese Associates, Inc. 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. Obligation/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. Consultant is a subject employer that will comply with ORS 656.017. 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 Page 3 of 6: Personal Services Agreement with Fregonese Associates, Inc. in its obligations under the Agreement; or attempts to assign rights in, or delegate duties under, this Agreement. 15. Insurance. Consultant shall, at its own expense, maintain the following insurance: 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. Professional Liability insurance with a combined single limit, or the equivalent, of not less than $2,000,000 (two 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 $2,000,000 (two million dollars) per occurrence for Bodily Injury, Death, and Property Damage. d. Automobile Liability insurance with a combined single limit, or the equivalent, of not less than $1,000,000 (one million 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.110. 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 Fregonese Associates, Inc. (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. 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. 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. Amendments. This Agreement may be amended only by written instrument executed by both parties with the same formalities as this Agreement. 21. 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 Fregonese Associates, Inc. r 22. Certification. Consultant shall sign the certification attached hereto as Exhibit A and incorporated herein by this reference. CITY OF ASHLAND: FREGONESE ASSOCIATES, INC. (CONSULTANT): By: _ By: 1~r)A* ,,.t City Administrator gnahue Printed Name Printed Name el.2 C 'I CA Date Title Date Purchase Order No. p'' (W-9 is to be submitted with this signed Agreement) APPROVED AS TO FORM: C s" Assistant City Attorney Date Page 6 of 6: Personal Services Agreement with Fregonese Associates, Inc. EXHIBIT A 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 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. (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. (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. ,d (6) Consultant assumes financial responsibility for defective workmanship or for 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. Consultant Date Page I of I EXHIBIT A EXHIBIT B • • *JAW_, 41L City of Ashland e d u~ ALL • described E below • • WAG • • of Ashlan laws regulatin payment of a living wage per hour, effective June 30, 2017. J, A The Living Wage is adjusted annually every L) I June 30 by the Consumer Price Index. portion of business of their 401 K and IRS eligible employer, if the employer has cafeteria plans (including ten or more employees, and childcare) benefits to the has received financial amount of wages received by assistance for the project or the employee. ➢ For all hours worked under a business from the City of service contract between their Ashland in excess of ➢ Note: For temporary and employer and the City of $20,688.86. part-time employees, the Ashland if the contract Living Wage does not apply exceeds $20,688.86 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 in a and Recreation Department. more details, please see month if the employee spends Ashland Municipal Code 50% 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. (Notice to Employers: This notice must be posted predominantly in areas where it can be seen by all employees. CITY OF ASHLAND Page I of I EXHIBIT B E::EXH C Ashland Transit Triangle - vertical Housing Development Zone Program Analysis A Vertical Housing Development Zone incentivizes mixed-use residential/commercial developments by providing a partial property tax exemption on qualified projects in areas designated by communities. Within the Ashland Transit Triangle, a Vertical Housing Development Zone has the potential to be a valuable tool that encourages moderately-priced housing, jobs, and commercial spaces in an area well- served by regional transit. Through working with the City of Ashland on the Transit Triangle Infill Strategies Project, Fregonese Associates has gained an understanding of the need for creating a greater concentration of multi-family residential and retail within the study area. Fregonese Associates will utilize our expertise to thoroughly research and analyze of the effects of implementing a Vertical Housing Development Zone, develop policy language, and work with the City of Ashland towards adoption. Scope o Work Task I: Conduct Case Study Research on Vertical Housing Development Zone Programs Fregonese Associates will research existing Vertical Housing Development Zones in Oregon. This research will include a review of existing Vertical Housing Development Zone policies, as well as any developments that have taken advantage of the tax credit, in several cities statewide. Deliverables: • PowerPoint presentation summary of case study research findings. Task 2, Model a Vertical Housing Development Zone The Consultant will work with City of Ashland staff to implement a Vertical Housing Development Zone in the proposed Transit Triangle Overlay. Fregonese Associates will develop draft policies and explanatory graphics. A thorough analysis will be conducted to assess the impacts of implementing a Vertical Housing Development Zone within the study area. Fregonese Associates will model the expected housing production due to the Vertical Housing Development Zone, along with the property tax exemption that will be accrued to the private sector and be lost to the public sector. In addition, Fregonese Associates will run a basic cost/benefit analysis of the policy. Deliverables: 1 • Model of the financial and housing impacts of the Vertical Housing Development Zone over a 20-year timeline with a 10-year deferment • Memorandum summarizing future housing projection and cost/benefit analysis results • Draft policies and explanatory graphics for Vertical Housing Development Zone in the Transit Triangle o Fregonese Associates will produce draft materials; City of Ashland staff will review and provide comments • PowerPoint presentation explaining and illustrating the Vertical Housing Development Zone program Task 3: City Council Work session on Vertical Housing Development Zone City staff, with assistance from Fregonese Associates, will hold study sessions with the City Council to review the proposed Vertical Housing Development Zone program in the Transit Triangle. Fregonese Associates staff will attend and participate. Deliverables: • PowerPoint presentation for the City Council Work Session (FA) • Memorandum explaining the proposed Vertical Housing Development Zone (FA/City of Ashland staff) 'l'ash 4: Council Adoption (Contingency 't'ask) Based on the input from the work session, Fregonese Associates will modify the Vertical Housing Development Zone program and materials. City staff, with assistance from Fregonese Associates, will _ prepare ordinances for City Council and attend hearings for adoption. • Fregonese Associates will schedule and hold a meeting or conference call with City of Ashland staff to prepare for City Council meeting Deliverables: • PowerPoint presentation for City Council adoption hearing (FA) • Attend City Council Meeting (FA) 2 EXHIBIT FA (U a) m U) U) Ashland Transit Triangle - VHDZ Budget c (U E o 0 (U w rn o rn ca U) (A V) a~ a) U) m Di li (1) LL = W C U 0 LL Hourly Rate $ 240 $ 145 $ 125 $ 70 Proposed Budget Task 1: Conduct Case Study Research 0 4 0 4 $ 860 Task 2: Model a Vertical Housing Development Zone 12 14 0 18 $ 6,170 Task 3: Council Work session on Vertical Housing Development Zone 8 8 0 4 $ 3,360 Task 4: Council Adoption 10 10 0 0 $ 3,850 Project Expenses (Travel and Materials) $ 600 Total Project Without Contingency Task 4 $ 10,990 Totat Project Including Contingency Task 4 $ 14,840 AC R°® CERTIFICATE OF LIABILITY INSURANCE 06/01/ DATE (M/2201018 Y) 18 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 Ronni Phillips NAME: Elliott Powell Baden and Baker Inc. A/c No Ext : (503) 227-1771 Falc, No : (503) 274-7644 An ISU Network Member E-MAIL rphillips@epbb.com ADDRESS: 1521 SW Salmon Street INSURER(S) AFFORDING COVERAGE NAIC # Portland OR 97205-1783 INSURERA: Sentinel Insurance Co, LTD 11000 INSURED INSURER B : SAIF Corporation 36196 Fregonese Associates, Inc INSURERC: Westchester Fire Insurance 1525 SW Park Ave. INSURERD: INSURER E : Portland OR 97201 INSURER F : COVERAGES CERTIFICATE NUMBER: 18-19 GLA Um WC E&O 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 POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER MM/DD/YYYY MM/DDIYYYY LIMITS X COMMERCIAL GENERALLIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE OCCUR PREMISES Ea occurrDence $ 1,000,000 MED EXP (Any one person) $ 10,000 A Y Y 52SBAPW4493 03/01/2018 03/01/2019 PERSONAL &ADV INJURY $ 1,000,000 GEN'LAGGREGATE LIMITAPPLIES PER: GENERALAGGREGATE $ 2,000,000 X POLICY PRO- ❑ LOG PRODUCTS-COMP/OPAGG $ 2000,000 JECT OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1,000,000 Ea accident ANYAUTO BODILY INJURY (Per person) $ A OWNED SCHEDULED 52SBAPW4493 03/01/2018 03/01/2019 BODILY INJURY (Per accident) $ AUTOS ONLY AUTOS X HIRED Ix NON-OWNED PROERDAMAGE $ AUTOS ONLY AUTOS ONLY Per accident X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 1,000,000 A EXCESSLIIAB CLAIMS-MADE 52SBAPW4493 03/01/2018 03/01/2019 AGGREGATE $ 1,000,000 DED X RETENTION $ 10,000 $ WORKERS COMPENSATION X1 PER STATUTE FORTH- AND EMPLOYERS' LIABILITY YIN 1,000,000 B ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ N/A 900667 03/01/2018 03/01/2019 E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ Professional Liability Each Claim 2,000,000 C retro date: 3127/1998 G27571256 03/27/2018 03/27/2019 Aggregate Limit 2,000,000 $5000 SIR DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Please see attached SS0008 04-05. 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, Oregon, and its elected officials, officers ACCORDANCE WITH THE POLICY PROVISIONS. and employees AUTHORIZED REPRESENTATIVE 51 Winburn Way vn( Ashland OR 97520 Kc1ut4,{ I !1"/ ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD BUSINESS LIABILITY COVERAGE FORM 2. Applicable To Medical Expenses Coverage e. A trust, you are an insured. Your trustees We will not pay expenses for "bodily injury": are also insureds, but only with respect to their duties as trustees. a. Any Insured To any insured, except "volunteer workers". 2. Each of the following is also an insured: b. Hired Person a. Employees And Volunteer Workers To a person hired to do work for or on behalf Your "volunteer workers" only while of any insured or a tenant of any insured. performing duties related to the conduct of c. Injury On Normally Occupied Premises your business, or your "employees", other than either your "executive officers" (if you To a person injured on that part of are an organization other than a premises you own or rent that the person partnership, joint venture or limited liability normally occupies. company) or your managers (if you are a d. Workers' Compensation And Similar limited liability company), but only for acts Laws within the scope of their employment by you or while performing duties related to To a person, whether or not an the conduct of your business. "employee" of any insured, if benefits for the "bodily injury" are payable or must be However, none of these "employees" or provided under a workers' compensation "volunteer workers" are insureds for: or disability benefits law or a similar law. (1) "Bodily injury" or "personal and e. Athletics Activities advertising injury": To a person injured while practicing, (a) To you, to your partners or instructing or participating in any physical members (if you are a partnership exercises or games, sports or athletic or joint venture), to your members contests. (if you are a limited liability f. Products-Completed Operations Hazard company), or to a co-"employee" while in the course of his or her Included with the "products-completed employment or performing duties operations hazard". related to the conduct of your g. Business Liability Exclusions business, or to your other Excluded under Business Liability Coverage. "volunteer workers" while performing duties related to the C. WHO IS AN INSURED conduct of your business; 1. If you are designated in the Declarations as: (b) To the spouse, child, parent, a. An individual, you and your spouse are brother or sister of that co- insureds, but only with respect to the "employee" or that "volunteer conduct of a business of which you are the worker" as a consequence of sole owner. Paragraph (1)(a) above; b. A partnership or joint venture, you are an (c) For which there is any obligation insured. Your members, your partners, and to share damages with or repay their spouses are also insureds, but only with someone else who must pay respect to the conduct of your business. damages because of the injury c. A limited liability company, you are an described in Paragraphs (1)(a) or insured. Your members are also insureds, (b) above; or but only with respect to the conduct of your (d) Arising out of his or her providing business. Your managers are insureds, but or failing to provide professional only with respect to their duties as your health care services. managers. If you are not in the business of d. An organization other than a partnership, providing professional health care joint venture or limited liability company, you services, Paragraph (d) does not apply are an insured. Your "executive officers" and to any nurse, emergency medical directors are insureds, but only with respect technician or paramedic employed by to their duties as your officers or directors. you to provide such services. Your stockholders are also insureds, but only (2) "Property damage" to property: with respect to their liability as stockholders. (a) Owned, occupied or used by, Page 10 of 24 Form SS 00 08 04 05 BUSINESS LIABILITY COVERAGE FORM (b) Rented to, in the care, custody or b. Coverage under this provision does not control of, or over which physical apply to: control is being exercised for any (1) "Bodily injury" or "property damage" purpose by you, any of your that occurred; or "employees", "volunteer workers", any partner or member (if you are (2) "Personal and advertising injury" a partnership or joint venture), or arising out of an offense committed any member (if you are a limited before you acquired or formed the liability company). organization. b. Real Estate Manager 4. Operator Of Mobile Equipment Any person (other than your "employee" or With respect to "mobile equipment" registered in "volunteer worker"), or any organization your name under any motor vehicle registration while acting as your real estate manager. law, any person is an insured while driving such c. Temporary Custodians Of Your equipment along a public highway with your Property permission. Any other person or organization responsible for the conduct of such person is Any person or organization having proper also an insured, but only with respect to liability temporary custody of your property if you arising out of the operation of the equipment, and die, but only: only if no other insurance of any kind is available (1) With respect to liability arising out of the to that person or organization for this liability. maintenance or use of that property; and However, no person or organization is an insured (2) Until your legal representative has with respect to: been appointed. a. "Bodily injury" to a co-"employee" of the d. Legal Representative If You Die person driving the equipment; or Your legal representative if you die, but b. "Property damage" to property owned by, only with respect to duties as such. That rented to, in the charge of or occupied by representative will have all your rights and you or the employer of any person who is duties under this insurance. an insured under this provision. e. Unnamed Subsidiary 5. Operator of Nonowned Watercraft Any subsidiary and subsidiary thereof, of With respect to watercraft you do not own that yours which is a legally incorporated entity is less than 51 feet long and is not being used of which you own a financial interest of to carry persons for a charge, any person is an more than 50% of the voting stock on the insured while operating such watercraft with effective date of this Coverage Part. your permission. Any other person or The insurance afforded herein for any organization responsible for the conduct of subsidiary not shown in the Declarations such person is also an insured, but only with to respect to liability arising out of the operation as a named insured does not apply of injury or damage with respect to which an the watercraft, and only if no other insured under this insurance is also an insurance of any kind is available to that insured under another policy or would be person or organization for this liability. an insured under such policy but for its However, no person or organization is an termination or upon the exhaustion of its insured with respect to: limits of insurance. a. "Bodily injury" to a co-"employee" of the 3. Newly Acquired Or Formed Organization person operating the watercraft; or Any organization you newly acquire or form, b. "Property damage" to property owned by, other than a partnership, joint venture or rented to, in the charge of or occupied by limited liability company, and over which you you or the employer of any person who is maintain financial interest of more than 50% of an insured under this provision. the voting stock, will qualify as a Named 6. Additional Insureds When Required By Insured if there is no other similar insurance Written Contract, Written Agreement Or available to that organization. However: Permit a. Coverage under this provision is afforded The person(s) or organization(s) identified in only until the 180th day after you acquire Paragraphs a. through f. below are additional or form the organization or the end of the insureds when you have agreed, in a written policy period, whichever is earlier; and Form SS 00 08 04 05 Page 11 of 24 BUSINESS LIABILITY COVERAGE FORM contract, written agreement or because of a (e) Any failure to make such permit issued by a state or political inspections, adjustments, tests or subdivision, that such person or organization servicing as the vendor has be added as an additional insured on your agreed to make or normally policy, provided the injury or damage occurs undertakes to make in the usual subsequent to the execution of the contract or course of business, in connection agreement, or the issuance of the permit. with the distribution or sale of the A person or organization is an additional products; insured under this provision only for that (f) Demonstration, installation, period of time required by the contract, servicing or repair operations, agreement or permit. except such operations performed However, no such person or organization is an at the vendor's premises in additional insured under this provision if such connection with the sale of the product; person or organization is included as an additional insured by an endorsement issued (g) Products which, after distribution by us and made a part of this Coverage Part, or sale by you, have been labeled including all persons or organizations added or relabeled or used as a as additional insureds under the specific container, part or ingredient of any additional insured coverage grants in Section other thing or substance by or for F. - Optional Additional Insured Coverages. the vendor; or a. Vendors (h) "Bodily injury" or "property Any person(s) or organization(s) (referred to damage" arising out of the sole negligence below as vendor), but only with respect to of the vendor for its "bodily injury" or "property damage" arising own acts or omissions or those of out of "your products" which are distributed its employees or anyone else acting on its behalf. However, this or sold in the regular course of the vendor's exclusion does not apply to: business and only if this Coverage Part provides coverage for "bodily injury" or (i) The exceptions contained in "property damage" included within the Subparagraphs (d) or (f); or "products-completed operations hazard". (ii) Such inspections, adjustments, (1) The insurance afforded to the vendor tests or servicing as the vendor is subject to the following additional has agreed to make or normally exclusions: undertakes to make in the usual This insurance does not apply to: course of business, in connection with the distribution (a) "Bodily injury" or "property or sale of the products. damage" for which the vendor is (2) This insurance does not apply to any obligated to pay damages by insured person or organization from reason of the assumption of whom you have acquired such products, liability in a contract or agreement. or any ingredient, part or container, This exclusion does not apply to entering into, accompanying or liability for damages that the containing such products. vendor would have in the absence of the contract or agreement; b. Lessors Of Equipment (b) Any express warranty (1) Any person or organization from unauthorized by you; whom you lease equipment; but only (c) Any physical or chemical change with respect to their liability for "bodily inj in the product made intentionally injury", "property damage" or by the vendor; "personal and advertising injury" caused, in whole or in part, by your (d) Repackaging, except when maintenance, operation or use of unpacked solely for the purpose of equipment leased to you by such inspection, demonstration, testing, person or organization. or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; Page 12 of 24 Form SS 00 08 04 05 BUSINESS LIABILITY COVERAGE FORM (2) With respect to the insurance afforded e. Permits Issued By State Or Political to these additional insureds, this Subdivisions insurance does not apply to any (1) Any state or political subdivision, but "occurrence" which takes place after only with respect to operations you cease to lease that equipment. performed by you or on your behalf for c. Lessors Of Land Or Premises which the state or political subdivision (1) Any person or organization from has issued a permit. whom you lease land or premises, but (2) With respect to the insurance afforded only with respect to liability arising out to these additional insureds, this of the ownership, maintenance or use insurance does not apply to: of that part of the land or premises (a) "Bodily injury", "property damage" leased to you. or "personal and advertising (2) With respect to the insurance afforded injury" arising out of operations to these additional insureds, this performed for the state or insurance does not apply to: municipality; or (a) Any "occurrence" which takes (b) "Bodily injury" or "property damage" place after you cease to lease that included within the "products- land or be a tenant in that completed operations hazard". premises; or f. Any Other Party (b) Structural alterations, new (1) Any other person or organization who construction or demolition is not an insured under Paragraphs a. operations performed by or on through e. above, but only with behalf of such person or respect to liability for "bodily injury", organization. "property damage" or "personal and d. Architects, Engineers Or Surveyors advertising injury" caused, in whole or (1) Any architect, engineer, or surveyor, but in part, by your acts or omissions or only with respect to liability for "bodily the acts or omissions of those acting injury", "property damage" or "personal on your behalf: and advertising injury" caused, in whole (a) In the performance of your or in part, by your acts or omissions or ongoing operations; the acts or omissions of those acting on (b) In connection with your premises your behalf: owned by or rented to you; or (a) In connection with your premises; (c) In connection with "your work" and or included within the "products- (b) In the performance of your completed operations hazard", but ongoing operations performed by only if you or on your behalf. (i) The written contract or written (2) With respect to the insurance afforded agreement requires you to to these additional insureds, the provide such coverage to following additional exclusion applies: such additional insured; and This insurance does not apply to (ii) This Coverage Part provides "bodily injury", "property damage" or coverage for "bodily injury" or "personal and advertising injury" "property damage" included arising out of the rendering of or the within the "products- failure to render any professional completed operations hazard". services by or for you, including: (2) With respect to the insurance afforded (a) The preparing, approving, or to these additional insureds, this failure to prepare or approve, insurance does not apply to: maps, shop drawings, opinions, "Bodily injury", "property damage" or reports, surveys, field orders, "personal and advertising injury" change orders, designs or arising out of the rendering of, or the drawings and specifications; or failure to render, any professional (b) Supervisory, inspection, architectural, engineering or surveying architectural or engineering services, including: activities. Form SS 00 08 04 05 Page 13 of 24 BUSINESS LIABILITY COVERAGE FORM (a) The preparing, approving, or This General Aggregate limit does not failure to prepare or approve, apply to "property damage" to premises maps, shop drawings, opinions, while rented to you or temporarily reports, surveys, field orders, occupied by you with permission of the change orders, designs or owner, arising out of fire, lightning or drawings and specifications; or explosion. (b) Supervisory, inspection, 3. Each Occurrence Limit architectural or engineering Subject to 2.a. or 2.b above, whichever activities. applies, the most we will pay for the sum of all The limits of insurance that apply to additional damages because of all "bodily injury", insureds are described in Section D. - Limits "property damage" and medical expenses Of Insurance. arising out of any one "occurrence" is the How this insurance applies when other Liability and Medical Expenses Limit shown in insurance is available to an additional insured the Declarations. is described in the Other Insurance Condition The most we will pay for all medical expenses in Section E. - Liability And Medical Expenses because of "bodily injury" sustained by any General Conditions. one person is the Medical Expenses Limit No person or organization is an insured with shown in the Declarations. respect to the conduct of any current or past 4. Personal And Advertising Injury Limit partnership, joint venture or limited liability Subject to 2.b. above, the most we will pay for company that is not shown as a Named Insured in the sum of all damages because of all the Declarations. "personal and advertising injury" sustained by D. LIABILITY AND MEDICAL EXPENSES any one person or organization is the Personal LIMITS OF INSURANCE and Advertising Injury Limit shown in the Declarations. 1. The Most We Will Pay 5. Damage To Premises Rented To You Limit The Limits of Insurance shown in the Declarations and the rules below fix the most The Damage To Premises Rented To You we will pay regardless of the number of: Limit is the most we will pay under Business Liability Coverage for damages because of a. Insureds; "property damage" to any one premises, while b. Claims made or "suits" brought; or rented to you, or in the case of damage by fire, c. Persons or organizations making claims or lightning or explosion, while rented to you or bringing "suits". temporarily occupied by you with permission of 2. Aggregate Limits the owner. The most we will pay for: In the case of damage by fire, lightning or explosion, the Damage to Premises Rented To a. Damages because of "bodily injury" and You Limit applies to all damage proximately "property damage" included in the caused by the same event, whether such "products-completed operations hazard" is damage results from fire, lightning or explosion the Products-Completed Operations or any combination of these. Aggregate Limit shown in the Declarations. 6. How Limits Apply To Additional Insureds b. Damages because of all other "bodily The most we will pay on behalf of a person or injury", "property damage" or "personal organization who is an additional insured and advertising injury", including medical under this Coverage Part is the lesser of: expenses, is the General Aggregate Limit a. The limits of insurance specified in a shown in the Declarations. written contract, written agreement or This General Aggregate Limit applies permit issued by a state or political separately to each of your "locations" subdivision; or owned by or rented to you. b. The Limits of Insurance shown in the "Location" means premises involving the Declarations. same or connecting lots, or premises Such amount shall be a part of and not in whose connection is interrupted only by a addition to the Limits of Insurance shown in street, roadway or right-of-way of a the Declarations and described in this Section. railroad. Page 14 of 24 Form SS 00 08 04 05 BUSINESS LIABILITY COVERAGE FORM If more than one limit of insurance under this (1) Immediately send us copies of any policy and any endorsements attached thereto demands, notices, summonses or applies to any claim or "suit", the most we will pay legal papers received in connection under this policy and the endorsements is the with the claim or "suit"; single highest limit of liability of all coverages (2) Authorize us to obtain records and applicable to such claim or "suit". However, this other information; paragraph does not apply to the Medical Expenses limit set forth in Paragraph 3. above. (3) Cooperate with us in the investigation, settlement of the claim or defense The Limits of Insurance of this Coverage Part apply against the "suit"; and separately to each consecutive annual period and to any remaining period of less than 12 months, starting (4) Assist us, upon our request, in the with the beginning of the policy period shown in the enforcement of any right against any Declarations, unless the policy period is extended person or organization that may be liable the insured because of injury issuance for an additional period of less than 12 months. In that case, the additional period will be or damage to which this insurance deemed part of the last preceding period for purposes may also apply. of determining the Limits of Insurance. d. Obligations At The Insured's Own Cost E. LIABILITY AND MEDICAL EXPENSES No insured will, except at that insured's own GENERAL CONDITIONS cost, voluntarily make a payment, assume any obligation, or incur any expense, other 1. Bankruptcy than for first aid, without our consent. Bankruptcy or insolvency of the insured or of e. Additional Insured's Other Insurance the insured's estate will not relieve us of our If we cover a claim or "suit" under this obligations under this Coverage Part. Coverage Part that may also be covered 2. Duties In The Event Of Occurrence, by other insurance available to an Offense, Claim Or Suit additional insured, such additional insured a. Notice Of Occurrence Or Offense must submit such claim or "suit" to the other insurer for defense and indemnity. You or any additional insured must see to it that we are notified as soon as However, this provision does not apply to practicable of an "occurrence" or an the extent that you have agreed in a _ offense which may result in a claim. To written contract, written agreement or the extent possible, notice should include: permit that this insurance is primary and non-contributory with the additional (1) How, when and where the "occurrence" insured's own insurance. or offense took place; f. Knowledge Of An Occurrence, Offense, (2) The names and addresses of any Claim Or Suit injured persons and witnesses; and Paragraphs a. and b. apply to you or to (3) The nature and location of any injury any additional insured only when such or damage arising out of the "occurrence", offense, claim or "suit" is "occurrence" or offense. known to: b. Notice Of Claim (1) You or any additional insured that is If a claim is made or "suit" is brought an individual; against any insured, you or any additional (2) Any partner, if you or an additional insured must: insured is a partnership; (1) Immediately record the specifics of the (3) Any manager, if you or an additional claim or "suit" and the date received; insured is a limited liability company; and (4) Any "executive officer" or insurance (2) Notify us as soon as practicable. manager, if you or an additional You or any additional insured must see to insured is a corporation; it that we receive a written notice of the (5) Any trustee, if you or an additional claim or "suit" as soon as practicable. insured is a trust; or c. Assistance And Cooperation Of The (6) Any elected or appointed official, if you Insured or an additional insured is a political You and any other involved insured must: subdivision or public entity. Form SS 00 08 04 05 Page 15 of 24 BUSINESS LIABILITY COVERAGE FORM This Paragraph f. applies separately to (3) We have issued this policy in reliance you and any additional insured. upon your representations. 3. Financial Responsibility Laws b. Unintentional Failure To Disclose a. When this policy is certified as proof of Hazards financial responsibility for the future under If unintentionally you should fail to disclose the provisions of any motor vehicle all hazards relating to the conduct of your financial responsibility law, the insurance business at the inception date of this provided by the policy for "bodily injury" Coverage Part, we shall not deny any liability and "property damage" liability will coverage under this Coverage Part comply with the provisions of the law to because of such failure. the extent of the coverage and limits of 7. Other Insurance insurance required by that law. b. With respect to "mobile equipment" to If other valid and collectible insurance is available for a loss we cover under this which this insurance applies, we will Coverage Part, our obligations are limited as provide any liability, uninsured motorists, follows: underinsured motorists, no-fault or other coverage required by any motor vehicle a. Primary Insurance law. We will provide the required limits for This insurance is primary except when b. those coverages. below applies. If other insurance is also 4. Legal Action Against Us primary, we will share with all that other No person or organization has a right under insurance by the method described in c. this Coverage Form: below. a. To join us as a party or otherwise bring us b. Excess Insurance into a "suit" asking for damages from an This insurance is excess over any of the insured; or other insurance, whether primary, excess, b. To sue us on this Coverage Form unless contingent or on any other basis: all of its terms have been fully complied (1) Your Work with. That is Fire, Extended Coverage, A person or organization may sue us to recover Builder's Risk, Installation Risk or on an agreed settlement or on a final judgment similar coverage for "your work"; against an insured; but we will not be liable for (2) Premises Rented To You damages that are not payable under the terms of this insurance or that are in excess of the That is fire, lightning or explosion applicable limit of insurance. An agreed insurance for premises rented to you settlement means a settlement and release of or temporarily occupied by you with liability signed by us, the insured and the permission of the owner; claimant or the claimant's legal representative. (3) Tenant Liability 5. Separation Of Insureds That is insurance purchased by you to Except with respect to the Limits of Insurance, cover your liability as a tenant for and any rights or duties specifically assigned "property damage" to premises rented in this policy to the first Named Insured, this with or temporarily occupied by you ith permission of the owner; w insurance applies: a. As if each Named Insured were the only (4) Aircraft, Auto Or Watercraft Named Insured; and If the loss arises out of the maintenance b. Separately to each insured against whom or use of aircraft, "autos" or watercraft to a claim is made or "suit" is brought. the extent not subject to Exclusion g. of 6 Section A. - Coverages. . Representations (5) Property Damage To Borrowed a. When You Accept This Policy Equipment Or Use Of Elevators By accepting this policy, you agree: If the loss arises out of "property (1) The statements in the Declarations damage" to borrowed equipment or are accurate and complete; the use of elevators to the extent not (2) Those statements are based upon subject to Exclusion k. of Section A. - representations you made to us; and Coverages. Page 16 of 24 Form SS 00 08 04 05 BUSINESS LIABILITY COVERAGE FORM (6) When You Are Added As An When this insurance is excess over other Additional Insured To Other insurance, we will pay only our share of Insurance the amount of the loss, if any, that That is other insurance available to exceeds the sum of: you covering liability for damages (1) The total amount that all such other arising out of the premises or insurance would pay for the loss in the operations, or products and completed absence of this insurance; and operations, for which you have been (2) The total of all deductible and self- added as an additional insured by that insured amounts under all that other insurance; or insurance. (7) When You Add Others As An We will share the remaining loss, if any, with Additional Insured To This any other insurance that is not described in Insurance this Excess Insurance provision and was not That is other insurance available to an bought specifically to apply in excess of the additional insured. Limits of Insurance shown in the However, the following provisions Declarations of this Coverage Part. apply to other insurance available to c. Method Of Sharing any person or organization who is an If all the other insurance permits additional insured under this Coverage contribution by equal shares, we will follow Part: this method also. Under this approach, (a) Primary Insurance When each insurer contributes equal amounts Required By Contract until it has paid its applicable limit of This insurance is primary if you insurance or none of the loss remains, have agreed in a written contract, whichever comes first. written agreement or permit that If any of the other insurance does not permit this insurance be primary. If other contribution by equal shares, we will insurance is also primary, we will contribute by limits. Under this method, each share with all that other insurance insurer's share is based on the ratio of its by the method described in c. applicable limit of insurance to the total below. applicable limits of insurance of all insurers. (b) Primary And Non-Contributory 8. Transfer Of Rights Of Recovery Against To Other Insurance When Others To Us Required By Contract a. Transfer Of Rights Of Recovery If you have agreed in a written If the insured has rights to recover all or contract, written agreement or part of any payment, including permit that this insurance is Supplementary Payments, we have made primary and non-contributory with under this Coverage Part, those rights are the additional insured's own transferred to us. The insured must do insurance, this insurance is nothing after loss to impair them. At our primary and we will not seek request, the insured will bring "suit" or contribution from that other transfer those rights to us and help us insurance. enforce them. This condition does not Paragraphs (a) and (b) do not apply to apply to Medical Expenses Coverage. other insurance to which the additional b. Waiver Of Rights Of Recovery (Waiver insured has been added as an Of Subrogation) additional insured. If the insured has waived any rights of When this insurance is excess, we will recovery against any person or have no duty under this Coverage Part to organization for all or part of any payment, defend the insured against any "suit" if any including Supplementary Payments, we other insurer has a duty to defend the have made under this Coverage Part, we insured against that "suit". If no other also waive that right, provided the insured insurer defends, we will undertake to do waived their rights of recovery against so, but we will be entitled to the insured's such person or organization in a contract, rights against all those other insurers. agreement or permit that was executed prior to the injury or damage. Form SS 00 08 04 05 Page 17 of 24 BUSINESS LIABILITY COVERAGE FORM F. OPTIONAL ADDITIONAL INSURED 3. Additional Insured - Grantor Of Franchise COVERAGES WHO IS AN INSURED under Section C. is If listed or shown as applicable in the Declarations, amended to include as an additional insured one or more of the following Optional Additional the person(s) organization(s) shown in the Insured Coverages also apply. When any of these Declarations a as an Additional Insured - Optional Additional Insured Coverages apply, Grantor Of Franchise, but only with respect to Paragraph 6. (Additional Insureds When Required their liability as grantor of franchise to you. by Written Contract, Written Agreement or Permit) 4. Additional Insured - Lessor Of Leased of Section C., Who Is An Insured, does not apply Equipment to the person or organization shown in the a. WHO IS AN INSURED under Section C. is Declarations. These coverages are subject to the amended to include as an additional terms and conditions applicable to Business insured the person(s) or organization(s) Liability Coverage in this policy, except as shown in the Declarations as an Additional provided below: Insured - Lessor of Leased Equipment, 1. Additional Insured - Designated Person Or but only with respect to liability for "bodily Organization injury", "property damage" or "personal WHO IS AN INSURED under Section C. is and advertising injury" caused, in whole or amended to include as an additional insured in part, by your maintenance, operation or the person(s) or organization(s) shown in the use of equipment leased to you by such Declarations, but only with respect to liability person(s) or organization (s). for "bodily injury", "property damage" or b. With respect to the insurance afforded to "personal and advertising injury" caused, in these additional insureds, this insurance whole or in part, by your acts or omissions or does not apply to any "occurrence" which the acts or omissions of those acting on your takes place after you cease to lease that behalf: equipment. a. In the performance of your ongoing 5. Additional Insured - Owners Or Other operations; or Interests From Whom Land Has Been b. In connection with your premises owned Leased by or rented to you. a. WHO IS AN INSURED under Section C. is 2. Additional Insured - Managers Or Lessors amended to include as an additional Of Premises insured the person(s) or organization(s) shown in the Declarations as an Additional a. WHO IS AN INSURED under Section C. is Insured - Owners Or Other Interests From amended to include as an additional insured Whom Land Has Been Leased, but only the person(s) or organization(s) shown in the with respect to liability arising out of the Declarations as an Additional Insured - ownership, maintenance or use of that part Designated Person Or Organization; but only of the land leased to you and shown in the with respect to liability arising out of the Declarations. ownership, maintenance or use of that part of the premises leased to you and shown in the b. With respect to the insurance afforded to Declarations. these additional insureds, the following additional exclusions apply: b. With respect to the insurance afforded to these additional insureds, the following This insurance does not apply to: additional exclusions apply: (1) Any "occurrence" that takes place This insurance does not apply to: after you cease to lease that land; or (1) Any "occurrence" which takes place (2) Structural alterations, new after you cease to be a tenant in that construction or demolition operations premises; or performed by or on behalf of such (2) Structural alterations, new person or organization. construction or demolition operations 6. Additional Insured - State Or Political performed by or on behalf of such Subdivision - Permits person or organization. a. WHO IS AN INSURED under Section C. is amended to include as an additional insured the state or political subdivision shown in the Declarations as an Additional Page 18 of 24 Form SS 00 08 04 05 BUSINESS LIABILITY COVERAGE FORM Insured - State Or Political Subdivision - (e) Any failure to make such Permits, but only with respect to inspections, adjustments, tests or operations performed by you or on your servicing as the vendor has agreed behalf for which the state or political to make or normally undertakes to subdivision has issued a permit. make in the usual course of b. With respect to the insurance afforded to business, in connection with the these additional insureds, the following distribution or sale of the products; additional exclusions apply: (f) Demonstration, installation, This insurance does not apply to: servicing or repair operations, except such operations performed (1) "Bodily injury", "property damage" or at the vendor's premises in "personal and advertising injury" connection with the sale of the arising out of operations performed for product; the state or municipality; or (g) Products which, after distribution (2) "Bodily injury" or "property damage" or sale by you, have been labeled included in the "product-completed or relabeled or used as a operations" hazard. container, part or ingredient of any 7. Additional Insured -Vendors other thing or substance by or for a. WHO IS AN INSURED under Section C. is the vendor; or amended to include as an additional (h) "Bodily injury" or "property insured the person(s) or organization(s) damage" arising out of the sole (referred to below as vendor) shown in the negligence of the vendor for its Declarations as an Additional Insured - own acts or omissions or those of Vendor, but only with respect to "bodily its employees or anyone else injury" or "property damage" arising out of acting on its behalf. However, this "your products" which are distributed or exclusion does not apply to: sold in the regular course of the vendor's (i) The exceptions contained in business and only if this Coverage Part provides coverage for "bodily injury" or Subparagraphs (d) or (f); or "property damage" included within the (ii) Such inspections, "products-completed operations hazard". adjustments, tests or servicing b. The insurance afforded to the vendor is as the vendor has agreed to make or normally undertakes subject to the following additional exclusions: to make in the usual course of (1) This insurance does not apply to: business, in connection with (a) "Bodily injury" or "property the distribution or sale of the damage" for which the vendor is products. obligated to pay damages by (2) This insurance does not apply to any reason of the assumption of insured person or organization from liability in a contract or agreement. whom you have acquired such This exclusion does not apply to products, or any ingredient, part or liability for damages that the container, entering into, vendor would have in the absence accompanying or containing such of the contract or agreement; products. (b) Any express warranty 8. Additional Insured - Controlling Interest unauthorized by you; WHO IS AN INSURED under Section C. is (c) Any physical or chemical change amended to include as an additional insured in the product made intentionally the person(s) or organization(s) shown in the by the vendor; Declarations as an Additional Insured - (d) Repackaging, unless unpacked Controlling Interest, but only with respect to solely for the purpose of inspection, their liability arising out of: demonstration, testing, or the a. Their financial control of you; or substitution of parts under b. Premises they own, maintain or control instructions from the manufacturer, while you lease or occupy these premises. and then repackaged in the original container; Form SS 00 08 04 05 Page 19 of 24 BUSINESS LIABILITY COVERAGE FORM This insurance does not apply to structural The limits of insurance that apply to additional alterations, new construction and demolition insureds are described in Section D. - Limits Of operations performed by or for that person or Insurance. organization. How this insurance applies when other insurance 9. Additional Insured - Owners, Lessees Or is available to an additional insured is described in Contractors - Scheduled Person Or the Other Insurance Condition in Section E. - Organization Liability And Medical Expenses General a. WHO IS AN INSURED under Section C. is Conditions. amended to include as an additional G. LIABILITY AND MEDICAL EXPENSES insured the person(s) or organization(s) DEFINITIONS shown in the Declarations as an Additional Insured - Owner, Lessees Or Contractors, 1. "Advertisement" means the widespread public but only with respect to liability for "bodily dissemination of information or images that injury", "property damage" or "personal has the purpose of inducing the sale of goods, and advertising injury" caused, in whole or products or services through: in part, by your acts or omissions or the a. (1) Radio; acts or omissions of those acting on your (2) Television; behalf: (3) Billboard; (1) In the performance of your ongoing (4) Magazine; operations for the additional (5) Newspaper; insured(s); or (2) In connection with "your work" b. The Internet, but only that part of a web performed for that additional insured site that is about goods, products or and included within the "products- services for the purposes of inducing the completed operations hazard", but sale of goods, products or services; or only if this Coverage Part provides c. Any other publication that is given coverage for "bodily injury" or widespread public distribution. "property damage" included within the However, "advertisement" does not include: "products-completed operations a. The design, printed material, information hazard". or images contained in, on or upon the b. With respect to the insurance afforded to packaging or labeling of any goods or these additional insureds, this insurance products; or does not apply to "bodily injury", "property b. An interactive conversation between or damage" or "personal an advertising among persons through a computer network, injury" arising out of the rendering of, or the failure to render, any professional 2. "Advertising idea" means any idea for an architectural, engineering or surveying "advertisement". services, including: 3. "Asbestos hazard" means an exposure or (1) The preparing, approving, or failure to threat of exposure to the actual or alleged prepare or approve, maps, shop properties of asbestos and includes the mere drawings, opinions, reports, surveys, presence of asbestos in any form. field orders, change orders, designs or 4. "Auto" means a land motor vehicle, trailer or drawings and specifications; or semi-trailer designed for travel on public (2) Supervisory, inspection, architectural roads, including any attached machinery or or engineering activities. equipment. But "auto" does not include 10. Additional Insured - Co-Owner Of Insured "mobile equipment". Premises 5. "Bodily injury" means physical: WHO IS AN INSURED under Section C. is a. Injury; amended to include as an additional insured b. Sickness; or the person(s) or Organization(s) shown in the c. Disease Declarations as an Additional Insured - Co- Owner Of Insured Premises, but only with sustained by a person and, if arising out of the respect to their liability as co-owner of the above, mental anguish or death at any time. premises shown in the Declarations. 6. "Coverage territory" means: Page 20 of 24 Form SS 00 08 04 05 CITY OF FORM #4 DETERMINATIONS TO PROCURE PERSONAL SERVICES $5,000 to $75,000 To: Adam Hanks, Interim City Administrator From: Bill Molnar, Community Development Director Date: May 25, 2018 Re: DETERMINATIONS TO PROCURE PERSONAL SERVICES In accordance with AMC 2.50.120(A), for personal services contracts greater than $5,000, but less than $75,000, the Department Head shall make findings that City personnel are not available to perform the services, and that the City does not have the personnel or resources to perform the services required under the proposed contract. Background The City Council directed staff at the January 16, 2018 meeting to bring an incentive program based on the vertical housing tax credit to a future study session. The use of a vertical housing tax credit is one of three recommendations in the infill strategy to encourage the development of housing units adjacent to the bus route in the southeast part of Ashland. The Planning Division is preparing a package of land use ordinance amendments, also one of the recommendations in the infill strategy, for a public hearing at the Planning Commission on June 12, 2018 and for the City Council on August 7, 2018. The vertical housing tax credit program is tentatively scheduled for the August 6, 2018 study session. The project budget is $10,990 with the possibility of a second Council meeting. As stated earlier, the study session is tentatively scheduled for August 6, 2018. Since this is the beginning of the project and the Council may ask for more information, the timeline is intended to be the end of year. Bids were solicited from four firms with expertise in real estate market evaluation and economic impacts of public policy. Two bids were submitted from Johnson Economics and Fregonese Associates. Fregonese Associates was selected based on project budget and scope of work. A scope of services was submitted which outlines the work plan and tasks involved in the analysis, and will be attached to the contract as required. Pursuant to AMC 2.50.120(A), has a reasonable inquiry been conducted as to the availability of City personnel to perform the services, and that the City does not have the personnel and resources to perform the services required under the proposed contract? Fregonese has expertise in modeling projected development and economics analysis for real estate. In addition, the firm has previously developed a market feasibility model for several sites in the study area. Form #4 - Department Head Determinations to Procure Personal Services, Page 1 of 2, 5129/2018 Long range planning staff is at capacity currently with three ordinance packages and related public hearings including accessory residential unit amendments, wildfire lands ordinance update and infill strategy ordinance amendments. In addition, the implementation of the City's new permitting software has taken more Senior Planner staff time than originally anticipated. Should the City Council decide to move forward with a vertical housing tax credit and development zone, City staff will likely prepare the final implementation package. Requested by:..! Date: Depa ment Head Approved by: _ Date: `Adam Hanks, Interim City Administrator Comments: Form #4 - Department Head Determinations to Procure Personal Services, Page 2 of 2, 5/29/2018 Y 4 ' C1 T Y OF REQUEST FOR PROPOSAL Proposal Title: Vertical Housing Development Zone Program Analysis Deadline for Proposal: 4:30 PM, Friday, May 4, 2018 Contact: Maria Harris, Planning Manager Telephone: (541) 552-2045 Email: maria.harris@ashland.or.us Introduction The City of Ashland is seeking proposals from qualified firms to assess the implementation of a Vertical Housing Development Zone (VHDZ) program in the proposed Transit Triangle Overlay. Firms with relevant experience and qualifications are encouraged to submit. The purpose of the Request for Proposal (RFP) process is to identify the most qualified respondents with the intent of entering into a personal services contract to complete the work requested by December 28, 2018. It is the intent of City of Ashland to award a limited-term contract for this service with an estimated budget to be determined based on responses to the RFP. Scope of Work Requested The VHDZ program assessment is for the soon to be adopted Transit Triangle overlay - information is available on project web page www.ashland.or.us/transit®trangle . This project consists of projecting future housing units, developing a cost/benefit analysis of the policy, develop related draft policies and presenting the information to the City Council. Should City Council decide to move forward with the VHDZ program, City staff will be responsible for the formal adoption process including preparing required ordinances or resolutions, holding meetings with City advisory commissions and special taxing districts, developing an internal administrative program for review and certification and preparing and submit the VHDZ to the State of Oregon. Consultant would provide case study information from successful VHDZ programs in Oregon and possibly attend the final public hearing to adopt the VHDZ. 1 Proposals are required to include the following information: • Provide the name, address, and telephone numbers of the firm, including the name of the primary contact person and his/her telephone number and email address. • Include the type of organization: individual or sole proprietorship - professional Corporation/Association - Corporation - Partnership - etc. • Provide the list of consultant(s) who will be assigned to this project, including their individual qualifications. • Describe your firm's capacity, capability, and availability to perform these services. • Discuss your firm's understanding of the project and project approach. • Provide a timeline/schedule to ensure the City's expected completion date of December 28, 2018 is achieved. • Provide a fee schedule, billing procedures, additional expenses, and/or hourly rates. • Provide the name, title, telephone number and e-mail address of three contact persons who can provide a reference, regarding the Proposer's performance (i.e. quality, delivery performance, service levels, etc.). The City of Ashland, in its sole discretion, shall determine whether or when it is appropriate and/or necessary to contact the references provided, in an effort to gain a clearer insight into the Proposer's capabilities and experience regarding the requisite services. Proposal Submittal Please submit one electronic copy of your firm's written proposal by 4:30 P.M. on Friday, May 4, 2018. Electronic copies of proposals shall be emailed to: maria.harris@ashland.or.us A printed copy, provided in lieu of an electronic submittal, may be delivered by 4:30 P.M. on Friday, May 4, 2018 to: Maria Harris City of Ashland Department of Community Development 20 East Main Street Ashland, OR 97520 2 Evaluation Process Proposals will be evaluated by City staff and after the proposals are reviewed, a short-list of firms or individuals may be contacted for further clarification. The City of Ashland may also elect to negotiate with a proposer to clarify its proposal or to affect modifications that will make the proposal more acceptable or advantageous to the City of Ashland. The City's intent is to make their final selection no later than May 11,2018. Upon selection the City will enter into a contract with the chosen proposer with the understanding that work will commence immediately to be completed no later than December 28, 2018. As required in the City's Contract for Personal Services, the chosen proposer will be required to provide and maintain valid certificates of insurance for General Liability, Professional Liability, Business Automobile and Workers' Compensation. The City reserves the right to reject any and all bids or proposals, waive formalities, or accept any bid or proposal which appears to serve the best interests of the City in accordance ivith ORS 279B.100. 3 Vertical Housing Development Zone Program Analysis Request for Bids, List of Recipients EcoNorthwest cole@econw.com FCS Group scott@fcsgroup.com Fregonese Associates scott@fergo.com Johnson Economic LLC jwj@johnsoneconomics.com F TOdC~ MAY 3 2018 By I /J ~ I l n1 i r f W.~1 1 r: ' r l I e, ~~l I I !°'t,~[. i t i j a 4 aF. 2 i I r . ` PROPOSAL FOR PROFESSIONAL SERVICES VERTICAL HOUSING DEVELOPMENT ZONE PROGRAM ANALYSIS LZ3LJM PREPARED FOR: CITY OF ASHLAND MAY 3, 2018 JOHNSON ECONOMICS i JOHNSON ECONOMICS TABLE OF CONTENTS LETTER OF SUBMITTAL 1. FIRM, PERSONNEL, AND EXPERIENCE ...............................................................................................................3 FIRM OVERVIEW 3 KEY PERSONNEL 4 SELECTED EXPERIENCE 7 II. PROJECT UNDERSTANDING AND APPROACH ..................................................................................................13 FUTURE HOUSING UNITS IN THE STUDY AREA 13 COST/BENEFIT ANALYSIS 14 PREPARATION OF DRAFT POLICIES AND PRESENTATION 14 AVAILABILITYAND TIMING 15 III. BUDGET ..........................................................................................................................................................16 IV. REFERENCES ...................................................................................................................................................17 VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 1 JOHNSON ECONOMICS Maria Harris CITY OF ASHLAND Department of Community Development 20 East Main Street Ashland, OR 97520 Dear Maria, JOHNSON ECONOMICS appreciates the opportunity to respond to this request for proposals from the City of Ashland. The attached proposal lays forth our firm's qualifications, experience, and approach to completing the tasks outlined in your request. Our firm has extensive recent and on-going experience in evaluating the impact of programs such as your Vertical Housing Development Zone from a range of perspectives. We have worked for private sector development clients as well as public agencies in evaluating the impact of these types of policy measures on development viability and have a deep understanding of the value of these types of programs and how they impact developer's decisions and actions. In support of these efforts Johnson Economics has developed and utilizes a predictive development/redevelopment modeling framework that allows for a thorough evaluation of the anticipated marginal impacts of these types of programs on development yields and outcomes. Our many years of monitoring local economic activity and development patterns - and our ongoing interaction with both public entities and private developers have afforded us a unique vantage point in the evaluation of your proposed program. We look forward to hearing from you and hope to have an opportunity to assist the County on this project. I am authorized to represent JOHNSON ECONOMICS in negotiations and sign contracts and will serve as the primary contact person. You can reach me via email atjwj@johnsoneconomics.com. On behalf of JOHNSON ECONOMICS, I thank you for considering our proposal and I look forward to hearing your response. Sincerely, r Jerry Johnson Principal JOHNSON ECONOMICS 503-295-7832, Ext. 1 jwj@johnsoneconomics.com VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 2 I. FIRM, PERSONNEL, AND EXPERIENCE i FIRM OVERVIEW Founded in 2000, JOHNSON ECONOMICS is a well-established consulting firm with a specific focus on the economic aspects of land use planning and real estate development. Our combination of expertise in economics, planning and the real estate market differentiates us from pure planning firms as well as pure economic consultancies. We bring a technical approach to planning projects which integrates the economic, demographic, and market drivers of long-term land use. Moreover, we bring intimate knowledge of site selection processes and real estate development to our projects. The firm consults across a diverse range of assignments within the fields of economic analysis, land use planning, and real estate development. Our experience includes regular work for many of the region's major developers, as well as for planning departments, economic development agencies, urban renewal agencies, port districts, and various government entities. I The following is a list of public consulting projects frequently conducted by the firm: ■ Housing Needs Analysis ■ Economic Opportunity Analyses ■ Fiscal and economic impact analysis of development and land use policies ■ Feasibility of residential, commercial and mixed-use real estate projects ■ Financial analysis of developments ■ Predictive development/redevelopment modeling ■ Regional and local planning issues and policy ■ Developer interviews and roundtables ■ Public/private partnerships JOHNSON ECONOMICS enjoys high credibility in the private sector and has access to the knowledge and opinions of businesses, professional developers, and lenders. As a result, we offer our clients a comprehensive perspective on the interaction between public policy and private sector realities. We approach every project differently and work closely with each client both at the outset and throughout the project to craft an approach that meets that client's needs. We regularly communicate with our clients to ensure that local staff are directly involved in and informed about our methodology and results, including interim work products. Staff at JOHNSON ECONOMICS are trained in economic analysis, financial analysis, market analysis, and urban planning, and possess skills in the use of sophisticated statistical software, geographic information systems (GIS), and impact modeling applications like IMPLAN. We utilize publicly available data as well as subscription and fee-based data from private data providers. The firm also maintains proprietary databases with data collected through internet monitoring and interviews with developers, brokers, businesses, and planning agencies. JOHNSON ECONOMICS currently has a total of six employees and is located in downtown Portland at 621 SW Alder Street, Suite 605. The firm is a Limited Liability Company and is also an Oregon certified ESB (#10178). VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 3 KEY PERSONNEL JERALD W. JOHNSON, NABS, PRINCIPAL, JOHNSON ECONOMICS a JERALD JOHNSON is a real estate market and regional economic development MY consultant. He has consulted on a broad range of real estate development and land use economic topics, for both public- and private-sector clients. As a Principal with JOHNSON ECONOMICS, Mr. Johnson is involved in research design, economic and i ; financial modeling, and market analysis. Mr. Johnson's consulting experience includes a wide variety of real estate development and economic topics. 'a Mr. Johnson is also an adjunct professor at Portland State University's Master of Real Estate Development (MRED) program, teaching real estate finance and real estate market analysis to graduate students. He currently sits on the Governor's Council of Economic Advisors in the State of Oregon. Education: EXPERIENCE: Portland State University Master of Science in Urban Planning Economic development analysis and efforts for various entities, Bachelor of Science in Art/Economics including the Cities of Portland, Seattle, Hillsboro, Gresham, Areas of Specialization: Troutdale, Fairview, Beaverton, Newport, Redmond, Medford, Marysville, Lynnwood and Lincoln City. ➢ Land Use & Regional Economics - Public need analysis for conditional use permits Market analysis for public sector jurisdictions and agencies, and comprehensive plan and zone changes for including the Portland Development Commission, Port of residential, industrial, retail, and lodging uses; - Developmentfeeincidenceanalysis; Portland, Metro, City of Seattle, and numerous jurisdictions - Strategic Planning and residential and throughout the Pacific Northwest. commercial needs assessment; and - Target industry analysis. Financial analysis for private and public-sector clients, including Prosper Portland, Metro's TOD program, and the cities of ➢ Residential, Commercial, and Industrial Hillsboro, Lake Oswego, Milwaukie, Portland, Beaverton, Forest Market Analysis Grove, and Medford. - All residential property types; - Business parks,including flex space and Market and financial analysis for major developers, including warehouse/distribution facilities; - office developments, including mid- and high- Opus Northwest, Schnitzer Northwest, Vulcan Properties, rise Class A buildings and suburban office porks; Trammell Crow Residential, BRE Properties, Intrawest, Birtcher- - Retail developments, including neighborhood, Mitsui, Lincoln Properties, Gramor Northwest, Weyerhaeuser community, regional and specialty retail Real Estate, Sobrato Development, Macerich, Jones Lang centers; LaSalle, United Dominion Realty Trust, Equity and Security - Hotel/motel and conference center developments. Capital. ➢ Financial Analysis Jerry is a frequent speaker on the economics of land Feasibility analysis for residential, commercial, development, land use management issues, and affordable and recreational/entertoinmentdevelopments housing. Over the last twenty years, Mr. Johnson has developed Residual land value analysis and highest and a practice that combines extensive familiarity with land best use analysis; and Least cost location analysis. development issues as well as the interface between public policy and market dynamics. VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 4 BRENDAN BUCKLEY, SENIOR PROJECT MANAGER, JOHNSON ECONOMICS BRENDAN BUCKLEY is a Senior Project Manager with JOHNSON ECONOMICS. Mr. Buckley .4~_ conducts market research and public policy analysis for a range of public and private sector clients. He has professional experience in Urban & Regional Planning, Urban Renewal, Economic Development and Housing. Brendan's background provides a strong knowledge of public sector planning and economic development programs and "a processes. ~I Prior to joining JOHNSON ECONOMICS, Mr. Buckley served as an Associate City Planner for the City of Gresham, Policy and Research Assistant for the Everett Housing Authority, and a Project Manager at Imandi Corporation. RECENT EXPERIENCE: Education: ■ Analysis of the marginal impact of Streetcar investments on Portland State University predicted development patterns for Metro and the FTA. Portland, Oregon ■ Study of the City of Portland's density bonus and transfer Master of Urban and Regional Planning system. Graduate Certificate in Real Estate . Market and redevelopment analysis for the Eastside MAX Development stations in Portland, Oregon. Willamette University ' GIS analysis in support of Johnson Economics study of the Salem, Oregon effects of urban amenities on residential land values in B.A. in Philosophy (Cum Laude) multiple Portland Metro area town centers. ■ Goal 10 housing needs analysis for multiple jurisdictions Areas of Specialization: throughout the State of Oregon ■ Market Analysis ■ Affordable housing studies for the Housing Authority of ■ Interface of Public Policy and Private Portland and St. Vincent DePaul. Development ■ Urban Renewal and Redevelopment Downtown revitalization studies for multiple Oregon ■ Feasibility and Plans jurisdictions. ■ Pro Forma and Feasibility Analysis Market analysis in support of the City of Vancouver's ■ Urban and Regional Planning Section 30 subarea plan. ■ Affordable Housing ■ Market analysis of fractional-ownership resort ■ GIS condominiums at Mt. Hood and the Oregon coast. ■ URA Plan and Report for districts in Forest Grove, Hillsboro, Boardman, and Hermiston. ■ Market and highest and best use analysis for the Kenton District. VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 5 JON SPIKKELAND, SENIOR ASSOCIATE, JOHNSON ECONOMICS JON SPIKKELAND is a Senior Associate with JOHNSON ECONOMICS. Mr. Spikkeland specializes in market research for public and private clients, across the entire spectrum of use types. He conducts analysis of employment and demographic patterns and provides advice on opportunities for economic growth and real estate development. Jon ` oversees the firm's program for tracking pipeline supply and provides ongoing reporting on anticipated market conditions. His background in financial analysis adds experience to the firm in pro forma analysis and cap rate projections. Prior to joining Johnson Economics, Jon worked for an asset management group and management of a real estate development partnership. RECENT EXPERIENCE: Education: Evaluation of economic development opportunities and a Menighetsfakultetet 70-acre business park for the Port of Kalama, in Kalama, Oslo, Norway Washington, with assessment of incubator and Innovation Master of Religious Studies Partnership Zone opportunities. ■ Analysis of opportunities for office employment and office Washington State University space development for the City of Milwaukie and Guardian Vancouver, Washington B.A. in Business Administration/Finance Real Estate Services. ■ Market analysis for a 37-acre industrial development with Menighetsfakultetet 730,000 square feet of speculative space in Gresham, OR. Oslo, Norway ■ Market analysis for an urban renewal district in Moscow, B.A. in Cultural and Social Studies Idaho, with the objective of identifying feasible development opportunities with catalyzing impacts on downtown redevelopment. Areas of Specialization: ■ Market Analysis Market analysis and financial pro-forma modeling for a 500- • Residential acre mixed-use master plan development in Newberg, OR. o Office Market analysis for a 300-acre mixed-use master plan o Industrial development in Camas, Washington. o Retail Evaluation of the demand and supply of housing by o Hospitality price/rent levels in the Portland metropolitan area for o Storage Employment Growth Patterns Metro's equitable housing program. ■ Feasibility Studies Residential market analyses for a private redevelopment ■ Pricing Analysis program involving eight blocks and around 1,700 residential ■ Housing Supply and Demand units in the Lloyd District in Portland, Oregon. ■ Affordable Housing ■ Analysis of regional grocery market trends and future ■ Pro-forma Financial Analysis demand in Forest Grove, Oregon. ■ Geographic Data Analysis Ongoing tracking and analysis of market conditions in the Portland Metro Area and its submarkets, with periodic reporting to investors, developers, and industry suppliers. VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 6 f i SELECTED EXPERIENCE The following is a list of selected consulting projects involving tasks like those outlined in the scope of work. PREDICTIVE MODELING AND POLICY PROJECTS Portland Bureau of Planning and Sustainobility: Mixed Use Zoning Code Johnson Economics developed a modeling framework to test the financial implications of a range of prospective alternative mixed-use code options. The work evaluated the financial value of a range of potential incentives, such as additional FAR, against the marginal cost of meeting performance requirements. The proposed code varied allowed uses and densities based on site size and for corner locations, requiring extensive GIS processing of the parcel dataset to reliably run the model. The work was done during the initial proposed zoning and has been reworked to evaluate new proposed language. j Metro: Developer Supply Processor Johnson Economics has been working with Metro to develop a predictive modeling structure to assess development capacity within the UGB. The model is intended to reflect a developer perspective and utilizes a series of proforma evaluations of 44 prototypical development forms. Key variables such as entitlements, achievable pricing, construction costs, return parameters, and other key assumptions are used to predict a highest and best use development form, as well as secondary options. The output of the model includes predicted rates of development and redevelopment at the parcel level, as well as the prevailing form of this development and associated yield. The structure of the model allows for rapid testing of changes in policies and other interventions, and the expected response from the development market. The model is programmed in Python, allowing for rapid assessment of vast amounts of data. Metro Transit Oriented Development Program Johnson Economics has been retained by Metro's TOD program to evaluate the financial viability of alternative development programs on a range of sites throughout the Portland metropolitan area. The focus on the analysis has been on viability, j converting conceptual designs into pro formal of projected returns and identifying the relative viability of these projects. While our work has covered a range of land use types, the predominant use type has been residential. The work included the impact of affordable housing mandates on viability, as well as different construction typologies. Metro: Assessment of Efficiency Measures JOHNSON ECONOMICS created a pro forma based predictive development and redevelopment model for residential development. The work allows for testing of marginal shifts in residential carrying capacity that can be expected for a range of prospective efficiency measures and public investments. This work also included hedonic modeling of the marginal impact on residential pricing of a range of public investments. The work was designed to be linked with Metro's MetroScope model, an integrated land use and transportation model. Metro/Tri Meta Streetcar Impact Model JOHNSON ECONOMICS developed a predictive redevelopment model that translated marginal shifts in key development variables into a geographically-specific predicted development/redevelopment pattern. The model was designed to qualitatively evaluate the impact of streetcar improvements on development patterns, allowing for a comparison of alternative alignments. The model is based on a series of simultaneous pro forma assessments of highest and best use at the parcel level. Outputs include aggregated development activity by type, physical form and resulting impact on the value of improvements. The model is also set up to allow for easy testing of sensitivities to key assumptions. City of Eugene: Development Scenario Modeling JOHNSON ECONOMICS worked with the City of Eugene, Oregon to develop a predictive model of development and redevelopment activity based on current and anticipated market conditions. The model evaluated commercial, industrial and residential development patterns, translating key market inputs and regulatory controls into associated conclusions with respect to highest and best use and predicted development/redevelopment forms. The work provided an assessment to inform the city by offering insights on how key districts might absorb future residential and commercial growth through development and VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 7 redevelopment. The analysis provided a theoretical construct within which assumptions with respect to the nature and magnitude of future development and redevelopment activity can be generated. Development Areas Financial Tools Analysis and Strategy-City of Hillsboro In fall 2013, Johnson Economics worked to develop an assessment of financial tools and a coordinated infrastructure phasing strategy for the City of Hillsboro. The key objective of this analysis was to determine the most strategic, effective, and appropriate use of available and prospective financial tools to implement four target area development plans. For this analysis, Johnson Economics developed a series of interactive financial models to address both greenfield and redevelopment areas. Our approach collectively considered private sector feasibility gaps for targeted site level development forms, an assessment of the viability and appropriateness of financial tools (i.e. Urban Renewal, LID'S, SCD's, Bonding, MSTIP, etc.) for each planned infrastructure investment, and the fiscal impact or return on investments to the City from eventual development activity. The model used in this analysis is being considered for broader planning objectives in Hillsboro, including a more detailed site- specific Infrastructure Financing Plan for the North Hillsboro Industrial Area. I M PACT ANALYSIS City of Hillsboro: Hillsboro Hops Baseball Stadium Johnson Economics prepared a fiscal and economic impact analysis of the financing, construction and operation of a baseball stadium. The stadium would serve as the future home of a professional Class A baseball team as well as housing a variety of other uses. We prepared a 10- and 20-year cost benefit analysis of facility construction and operations. This report considered on-going revenue streams from direct, indirect, and induced fiscal impacts, as well as operating revenues. In addition to evaluating the local impact of construction and operations, the work included an assessment of the economic value of prospective events lost or impacted by the construction activity and case studies of other similar facilities. Pacific University: Hillsboro and Forest Grove Campus This project quantified the economic impacts associated with on-going operations of two existing campuses in Hillsboro and Forest Grove. Further, it quantified the marginal on-going and construction impacts of an additional campus building in Hillsboro, Oregon. To model the economic impacts of various activities, Johnson Economics utilized the IMPLAN (IMPact for Planning) input/output multiplier model methodology. Pacific Northwest College of Arta Impact of New Developments and Existing Campus Johnson Economics helped PNCA quantify the economic impacts associated with its new developments as well as on-going operations of the existing campus. The College was in the midst of a major capital campaign, which allowed for consolidation of campus, living and gallery spaces along the North Park Blocks. Current and new facilities include: ■ Pacific Northwest College of Art ■ Feldman Gallery + Project Space ■ The Museum of Contemporary Crafts ■ ArtHouse Student Housing ■ Arlene and Harold Schnitzer Center forArt and Design City of Beaverton: Arts and Culture Center Johnson Economics prepared an economic and fiscal impact analysis of construction and operation of a new Arts and Culture Center (ACC) in downtown Beaverton. The facility will serve as a venue, gallery, educational facility and gathering place, with a wide range of activities. The venue is expected to be approximately 40,000 feet, and include a 400 to 500 seat theater, a second smaller theater, classroom space, a cafe and meeting rooms. The project is expected to cost roughly $38 million to construct. Ada County, Idaho: Fiscal Impact Review JOHNSON ECONOMICS served as Consulting Economist to Ada County, Idaho (Boise metro) regarding economic and fiscal impacts of Master-Planned Community development greater than 640 acres in size. Our work includes review and comment on forecasts and estimates prepared by developers, working as an advocate for the County's interests. The work includes a range of residential and commercial land uses. VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 8 Vulcan Northwest: South Lake Union Fiscal and Economic Impact Analysis JOHNSON ECONOMICS completed a comprehensive economic and fiscal impact analysis of 1 million square feet of biotech, office, industrial, hotel, retail and residential development in Seattle's South Lake Union district. The analysis is being used by both Vulcan and the City of Seattle to plan redevelopment of South Lake Union and expansion of Seattle's nationally recognized biotech industry. Lake Oswego Urban Renewal Agency: Foothills District Plan JOHNSON ECONOMICS developed a series of development scenarios and an associated tax increment generation model to evaluate income streams accruing to the URA from development of the Foothills district. This was then matched against anticipated public investment needs to evaluate the viability of alternative development programs. City of Gresham, Oregon: Springwater Community Public Finance Model JOHNSON ECONOMICS developed an extensive financial model for the City of Gresham for 30-year planning of critical infrastructure and City services needs for the planned 800-acre Springwater community planning area adjacent to that jurisdiction. Utilizing the adopted concept plan and significant coordination with city departments, we developed a fully interactive financial model that allows the city to forecast all manner of public revenue streams benefited by Springwater development, as well as all essential city infrastructure projects identified during the community capital facilities planning process. Over 400 variables, including timing, costs, finance costs, development pace, development types, and many other variables can be modified by City staff to model countless growth and infrastructure financing scenarios. PUBLIC-PRIVATE PARTNERSHIPS City of Lake Oswego: Block 137 (Winer Block) JOHNSON ECONOMICS provided strategic input to the City of Lake Oswego on the financial viability and requirements of a mixed- use development. The work included review and critical evaluation of the developer's pro formas, as well as strategic input on market and financial risks. The project broke ground in October 2015 and is currently in its initial lease up period. City of Forest Grove: Times Litho Property JOHNSON ECONOMICS provided strategic market and development analysis in determining potential redevelopment options for a series of properties acquired by the City. The analysis included an assessment of appropriate market variables and assumptions, as well as schematic pro forma development to inform the development of a request for proposals for development. The work included significant interaction with a local advisory committee and City Council to develop market and policy acceptable evaluation criteria. Portland Development Commission: Burnside Bridgehead Project JOHNSON ECONOMICS provided strategic market and development analysis in support of concept planning of the Burnside Bridgehead site in Portland, Oregon. The concept plan was designed to provide for viable development forms in the current challenging real estate and financing market. The work included the creation of a strategic development plan, which provided for interim development steps that would support ongoing growth on the site as well as in the broader area. The firm subsequently worked with private developers to implement components of the plan, including Key Development and Beam. The Belbadi Group: Vancouver Center JOHNSON ECONOMICS produced a market analysis and prepared a series of detailed financial analyses for a mixed-use urban development in downtown Vancouver, Washington. Work was completed over a two-year period from 1999 through 2001. The analysis included pro-forma financial analyses of alternative development programs, a return on investment analysis for the City of Vancouver, as well as financing and ownership permutations. The focus of the analysis was to determine the optimal structure considering financial objectives. Jerry Johnson conducted the financial analysis, while overseeing the market analysis. The project represents a public-private venture between the developer and the City of Vancouver, and includes rental apartments, retail, office and condominium components on a two-block site adjacent to Esther Short Park. VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 9 Gromor: Lake View Village Jerry Johnson worked with Gramor Northwest in the development of an urban retail addition in downtown Lake Oswego, Oregon. The study evaluated the viability of developing a "lifestyle" center to serve residents. The project included structured parking and a pedestrian-friendly circulation. The project was done with extensive support from the Lake Oswego Urban Renewal District, which assembled land, provided streetscape improvements and helped fund the structured parking. The subsequent development has been highly successful, rejuvenating the overall downtown district. City of Milwaukie: North Downtown Redevelopment Project The City of Milwaukie hired JOHNSON ECONOMICS to assist in determining the optimal development program for a publicly owned site in their downtown area and selecting a future private development partner for the site. JOHNSON ECONOMICS determined the highest and best use of the property from both a market and public policy perspective. The first phase provided detailed market information, outlining current market and demographic characteristics in the Milwaukie area. The market information was used to assist the city in determining a mix of uses on the site. The development program established was used to solicit proposals from developers. This process was successful, and a mixed-use development was subsequently completed at the site. Portland Development Commission: SE Quad JerryJohnson Of JOHNSON ECONOMICS has been evaluating the market and financial feasibility of a range of potential development programs on key sites along the new Portland/Milwaukie light rail alignment. The work has been collaborative, involving the property owners, a design team, PDC, the City of Portland and Tri-Met. This work covered multiple programs for six sites, and included an evaluation of retail, creative office, rental apartments, and community space. A second phase of work is currently underway, which includes financial analysis of an additional series of redevelopment opportunities. The work is also being integrated into a broader target industry and economic development effort. On Call Services: Metro TOD Program JOHNSON ECONOMICS has provided ongoing assistance to Metro's TOD program over the last several years. These services have included review of development proposals and financial analysis for projects such as Tri Met's SE 17th street site north of Holgate. In addition, the firm provided research and an ongoing update methodology for determining market variables for a range of land uses and geographic market areas within the Portland metropolitan area to populate runs of Envision software modules. Metro subsequently ended its use of the Envision program and commissioned Johnson Economics to produce a more reliable and flexible modeling approach. Portland State University: Lincoln Station Area Plan Johnson Economics led a multi-disciplinary team in the development of a master design plan for properties surrounding the new Lincoln Station of the Portland-Milwaukie light rail extension. The project included identification of key development/redevelopment sites, market analysis of a range of prospective land uses, outreach to the University, development community and neighborhood, urban design and financial analysis. The project is expected to result in the development of several key sites, including the University Place, a roughly four-acre site currently owned by PSU. City of Seattle - Office of Economic Development: University District JOHNSON ECONOMICS developed a revitalization strategy for the University District as a whole, with emphasis on the "Ave". In addition to a focused retail analysis, components of the study also included analysis of employment, population, and housing in the area. From the analysis, resolutions were passed to remove the "lease lid" from the University of Washington as well as the implementation of strategies to encourage an increase in the housing stock. Downtown Seattle Association: Broadway District JOHNSON ECONOMICS completed an analysis of the development environment for Seattle's Broadway District. As part of this assignment, we selected a series of alternative development sites and prepared detailed financial evaluations of prototypical development schemes on these sites. This information was used to identify measures to influence private development activity to better reflect district development and redevelopment goals. VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 10 i i I HOUSING NEEDS ANALYSIS City of Beaverton: Goal 10 Housing Needs Analysis & Strategy JOHNSON ECONOMICS completed an in-depth housing needs study, with accompanying goals and policy recommendations for the City of Beaverton. The study met the requirements of the Goal 10 HNA while also providing additional data and strategy on housing in the community. The project took in to account the extensive areas of unincorporated Washington County within j Beaverton's service area, as well as planning efforts in the South Cooper Mountain Annexation Area. The deliverables j forecasted housing and residential land need within the current City boundary, unincorporated areas, and combined. Washington County: Housing Market Conditions and Needs Analysis JOHNSON ECONOMICS, in partnership with APG, also completed an assessment of housing conditions and needs analysis for the county as a whole. This analysis was included in the housing needs portion of Washington County's Consolidated Plan. To conduct the housing needs analysis, JOHNSON ECONOMICS utilized the same projection model used for Goal 10 projects. This project resulted in an understanding of the current housing supply in terms of number, types, and condition of units. It also projected the future demand for these unit types, how that need matched the current supply, and the implications for what housing types would be needed over the next 20 years. ( Metro: Housing Allocation Model JOHNSON ECONOMICS developed a residential demand model for the Portland-Vancouver metropolitan area that converts projections of households by age, income and household size cohort into demand by ability price point, preferred product type and tenure. The model further disaggregates demand into psychographic characteristics based on Claritas' PRIZM clusters typologies. The model was linked to a series of prototypical residential development forms and associated financial characteristics to assess the likely market response to demand. This approach allows for a differentiation between preferred and realized demand, with the model solving for a realistic solution that may be suboptimal. City of Gresham: Housing Study & Strategy JOHNSON ECONOMICS completed an in-depth analysis of the City of Gresham's current and future housing needs. This analysis employed our Goal 10 methodology, as well as additional detailed analysis of housing development patterns over time and specific neighborhoods. The study identified key demographic and development trends, challenges and opportunities which will inform Gresham's housing policy and a range of programs going forward. City staff is currently carrying the Goal 10 work program forward using this study as a foundation. Metro: Equitable Housing Study Johnson Economics generated an assessment of current market conditions and trends with respect to the supply and demand of housing, with a focus on at risk households. The work included breaking the region into a series of submarkets, estimating the supply of rental housing available in each submarket by pricing and product characteristics, forecasting demand for housing based on different affordability standards, and reconciling the inventory with demand. City of Milwaukie, Housing Needs Assessment Johnson Economics worked with the City of Milwaukie to assess long-term housing needs, conduct a buildable land inventory, and prepare implementing policies, development code and other housing related recommendations for the City. Tasks include summarizing current and projected future demographic and housing conditions and needs; ensuring that Comprehensive Plan policies are consistent with regional, state and federal requirements; reviewing the City's development code and recommending changes needed to reduce barriers and improve the City's ability to meet future housing needs. We also preparing a Housing Strategies Report summarizing the results of these efforts. Johnson Economics also assisted in presenting information to and facilitating meetings of a Technical Advisory Committee, as well as assisting with briefings to the City's Planning Commission and City Council. Johnson Economics assisted the team with technical analysis of demographic conditions and future housing needs. VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 11 OTHER WORK Our Firm has been actively involved in the development of many of the largest and most complex developments in the Pacific Northwest and is regularly retained by the region's most prominent developers to complete market and financial feasibility studies. In addition, we work for many of the region's lenders on a retainer basis to monitor local real estate markets. JOHNSON ECONOMICS SELECTED CLIENT LIST Ameri can Assers Pacific Lifestyle Homes Abu Dhabi Urban Planning Council American Pacific Bank PacifiCap Properties Group Ada County, Idaho Amstar Properties, Ltd. Polygon Northwest Business Oregon Anderson Construction Prestige Development City of Beaverton, Oregon Arbor Homes Quadrant Corporation City of Central Point, Oregon Archstone Communities Richmond American Homes City of Coos Bay, Oregon Austin Industries Ryland Homes City of Corvallis, Oregon Avalon Bay Schnitzer Investment Corporation City of Eugene, Oregon Belbadi Group iSchnitzer NW City of Fairview, Oregon Birtcher Mitsui ;Security Capital Group iCity of Great Falls, Montana elackhawk on the River Service Corp International City of Gresham, Oregon Blackhawk Port Blakely Sheridan Capital i City of Hermiston, Oregon Bosa Development 'Simmco ;City of Hillsboro, Oregon EIRE Properties (Simpson Housing ;City of Klamath Falls, Oregon Caitac USA Corporation iSobrato Development `'City of La Grande, Oregon City of Hillsboro Specht Development City of Lake Oswego, Oregon City of Milwaukie The Dahl Company City of Lincoln City, Oregon College Housing Northwest 'TMT Development City of Marysville, Oregon Con Am Tokola Development ;City of Medford, Oregon Del Webb Corporation United Dominion Realty Trust City of Milton-Freewater, Oregon Don Morris ette Homes Vulcan City of Milwaukie, Oregon Dorn-Platz & Co "Waste Management City of Mollala, Oregon DUC Housing Partnership Wellsford Residential ;City of Moscow, Idaho Eagle Crest West Hills Development ;City of Newberg, Oregon Equity Residential Neyerhauser Real Estate Company (City of Oregon City, Oregon Essex Property Trust i der Development Corporation City of Portland, Oregon Fred Meyer City of Redmond, Oregon Genstar B, r k of Ameri ca City of Roseburg, Oregon Gerding/Edlen Umpqua Bank City of Salem, Oregon Glacier Park Properties (BNRR) Bank One City of Seattle, Washington Gramor Northwest (Key Bank City of Tigard, Oregon GSL Properties, Inc. First Bank of Tennessee City of Troutdale, Oregon Guardian Development First Horizon City of Vancouver, Washington Harbor Properties ?GE Capital Corp. City of Waldport, Oregon Harsch Investment Corporation Interstate Bank Developers City of Wood Village, Oregon Hinton Development Kaiser Permanente Clackamas County, Oregon Holland Partners Legacy Health Systems jColumbia River Economic Development Corp. Hurley Development ;Nike, Inc. i HUD Innovative Housing Northwest Aluminum King County Department of Development Intracorp Northwest Natural Gas King County Housing Intrawest Corporation Rogue Disposal & Recycling Metropolitan Service District (METRO) { JPI iSisters of St. Mary Multnomah County, Oregon Killian Pacific Southwest Wash. Hospitals ;Oregon Department of Corrections Kimco Developers ITaiki Corporation Oregon Department of Transportation LandAmerica Lawyers Title i US Bancorp Oregon Economic Development Department Legacy Partners Wells Fargo Bank Port of Camas/Washougal Lennar Affordable Housing Key Bank Port of Hood River Lincoln Property Company Samish Nation € Port of Newport Macerich Company NW Natural (Port of Portland Mill Creek Residential iPortland State University Port of Tillamook Bay Miller Nash ?Oregon Dept. of Justice I Portland Bureau of Planning and Sustainability Myhre Group Architects ?Assante Portland Business Alliance Newland Northwest Central Oregon Regional Housing Authority lPortland Development Commission Nova Northwest ;Vancouver Housing Authority TO Met O us Northwest :Lewis and Clark College Washington County, Oregon VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 12 i II. PROJECT UNDERSTANDING AND APPROACH The City of Ashland is seeking to encourage a greater concentration of employment and residential units with the identified "transit triangle". This area has strong transit access and increasing the intensity of development in the area is intended to promote sustainable planning initiatives. The desired outcome is an increase in residential units as well as additional business space and jobs, with the area transitioning towards a safe and thriving corridor with a range of transportation options. This project will build upon recent work prepared by Fregonese Associates, which identified a vertical housing development zone (VHDZ) as a key component of a future infill strategy. The VHDZ would provide a ten-year property tax exemption above the ground floor in mixed-use buildings and has been widely used throughout the State of Oregon to encourage changes in development form. We have evaluated these programs for several jurisdictions as well as working with them in developing program responses for private sector developers. Key outputs of this analysis will be a projection of future housing units in the study area, development of a cost/benefit analysis of the policy, development of draft policies, and presenting the information to the City Council. The following is an overview of our recommended approach to generate these outputs: FUTURE HOUSING UNITS IN THE STUDY AREA Our approach to projection of future housing units will rely upon our predictive redevelopment modeling structure. The model is designed to predict the magnitude and form of likely development or redevelopment activity over an assumed time frame. The primary approach used to predict likely development patterns is the relationship between the supportable residual land value for prospective uses and the current value of the property (including land as - well as improvements, if any). The underlying assumption is that when the value of a property for new development is high relative to the current value of the property, it will be more likely to see development or redevelopment over a defined time-period. Inputs for the model will be derived from assessor records, Fregonese Associates' 2016 market study, interim pricing adjustments and financial variables developed by Johnson Economics based on marginal trends. The residual land value is determined using a series of simplified pro formas that represent potential development forms. The model solves for a development solution that represents the highest and best use at the parcel level under the assumptions used, as well as outputting an associated residual property value. The model currently incorporates a total of 44 prototypical programs which cover a range of land use types and development forms, which we would review and modify to reflect the Ashland market. An entitlement screen narrows the allowed use types to reflect existing zoning. In the model, this is done using a matrix that evaluates whether the theoretical programs are allowable under the range of zoning codes in the study area. The probability of development/redevelopment activity is predicted by the model at the parcel level based on the ratio generated by dividing the current value (RMV) by the indicated residual land value. While the model evaluates the likelihood of development at the parcel level, the results should be expressed publicly only in aggregated geographies. What the model solves for is probabilities to redevelop as well as anticipated development forms, and the results reflect the expected value of development/redevelopment activity. The model will not indicate that a specific parcel will or won't redevelop, it will change the probability of that occurrence as well as the likely form of development. To evaluate the cost/benefit analysis, the model will need to be run for a baseline condition as well as with the VHDZ in place. This allows for measurement of the net impact of the VHDZ on development outcomes in the district. VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 13 The output of the model will include predictions of development yield in terms of housing units, commercial retail and office space, and form of development, as well as the marginal shift in real market value in the study area under both scenarios. Our modeling structure varies substantively from other widely used approaches, as it allows for evaluation of a broader range of policy inputs and is customized and calibrated to specific markets. COST/BENEFIT ANALYSIS The cost/benefit analysis will evaluate the predicted development outcomes with and without the VHDZ program, with the differential in these outcomes attributable to the VHDZ program. The costs of the program include a short- term loss of property tax revenues, as well as administrative costs. The benefits include an expected increase in realized development density, support for public policy objectives, and longer-term increases in assessed value and property taxes after the abatement period. In addition, construction activity attributable to the program would generate one time impacts to the community, while businesses located in new development would have ongoing economic and fiscal impacts, as well as construction impacts. We would use IMPlan to estimate direct, indirect, and induced impacts associated with marginal shifts in construction that can be attributed to the program. Our approach will be to quantify the property tax and development yield impacts associated with the program, focusing on net as opposed to gross impacts. In addition, we will address the administrative costs associated with the program. Some of the benefits of the program will not be as quantifiable, but they should be clearly recognized in assessing the cost/benefit ratio of the program. PREPARATION OF DRAFT POLICIES AND PRESENTATION A series of up to six case studies of previous implementations of similar programs will be prepared, including interviews with the relevant jurisdictions and/or agencies. The programs will be summarized in terms of specifics as well as objectives, with a focus on examples of projects completed under these programs and lessons learned. Draft policies will be prepared based on the preceding analysis for consideration by the City Council. The information will be presented in a clear and intuitively understandable format with technical backup available. The outlined approach will provide a best practices assessment of the program as well as our recommendations regarding the best structure of such a program for the City of Ashland should a decision be made to move forward. Our intent is to inform and not direct public policy, and our presentations seek to provide a basis to direct and evaluate public policy options. VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 14 i x i AVAILABILITY AND TIMING Our firm maintains adequate capacity to provide these services in a timely manner, including providing deliverables prior to December 28, 2018. As shown in the following estimated timeline, the project would be expected to be completed by the first week of September, allowing adequate time to adjust to any impacts to timeline associated with scheduling. The scope of work outlines an approach and services we are familiar with, and as a result we have a high level of comfort with the timeline proposed. ID task Name MaY._. 'ie IIUIV..._. ~..;;."t Scolentbe, 7 4/79 5/,, SJ] P i/2, 6/3 6110 6117 61247/1 j7/8 7/75 -1121 /1218/19 8126r 912 9/9 19/16. Task 1: Project Management and Public Engagement j 2 Kick Off Meeting i 3 Scope Refinement - - 1 i 4 Task 2: Projection of Development Yield 5 Collect Data to Populate Model - 6 Refine Development Prototypes for Consideration i , 7 Run Baseline Model s Run Model with VHDZ Program Assumptions I I. 9 Prepare Summary of Anticipated Yields 10 Meet with Staff to Discuss Preliminary Findings 11 Refinement of Model and Output (If Needed( 12 Task 3: Cost/Benefit Analysis 13 Estimate Quantifiable Costs/Benefits to Outline Non-Quantifiable Costs/Benefits is Reconcile Estimated Costs/Benefits of Program 16 11 Task 4: Draft Policies and Presentation I 17 Prepare Case Studies i 18 Generate Draft Policies for Consideration ;a 19 Prepare Presentation Materials 20 Final Presentation Task 0.lilesiona External Tasks Project Ashland VHDZ Program i Date: Thu 613118 Spih Summary Extemal fdtlestone I C Progtess WINNOWNSWEMM Project Summary Deadhroe Page I VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 15 III. BUDGET The professional fee for the tasks outlined would be $33,775, inclusive of all expenses. The following matrix summarizes our estimated budget by professional and task. BUDGET ESTIMATE STAFF TOTALS Johnson Buckley Spikkeland $195 $125 $110 Hours Cost 1.1 Kick Off Meeting 3 3 $585 1.2 Scope Refinement 2 2 $390 2.1 Collect Data to Populate Model 24 24 $2,640 2.2 Refine Development Prototypes 8 8 $1,560 2.3 Run Baseline Model 12 12 $2,340 2.4 Run Model with VHDZ Model 8 8 $1,560 2.5 Reconcile and Prepa re Summa ry 16 16 $3,120 2.6 Meet with Staff 8 8 $1,560 2.7 RefineModel 4 4 $780 3.1 Estimate Quantifiable Costs/Benefits 40 40 $4,400 - 3.2 Outline Non Quantifiable Costs/Benefits 2 2 4 $640 3.3 Reconcile Costs/Benefits of Program 8 8 $880 4.1 Case Studies 24 24 $3,000 4.2 Generate Draft Policies 4 16 20 $2,780 4.3 Meet with Staff 8 8 16 $2,560 4.4 Refi ne Dra ft Pol i ci es 4 4 $500 4.5 Prepare Presentation Materials 4 4 4 12 $1,720 4.6 Final Presentation 8 8 $1,560 Total Hours 87 58 76 221 $32,575 Total Labor Costs $16,965 $7,250 $8,360 $32,575 Expenses (Third-party Market Data, Travel) $1,200 TOTAL PROJECT COST $33,775 Expenses will be billed at cost and would be capped at $1,200 for this assignment. We submit work progress statements the first of each month with payment due within thirty (30) days. Additional meetings not outlined will be billed based on professional time and expense at our normal hourly or per diem rate. VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 16 IV. REFERENCES The following is a partial list of references that managed our efforts on similar projects in their communities or for their agencies over the last few years. JOHNSON ECONOMICS has completed numerous projects during that period and would be pleased to provide additional references and/or project examples at your request. Tyler Bump Dennis Yee Senior Economic Planner Metro Economist City of Portland Metro Bureau of Planning & Sustainability 503.797.1578 503.823.7713 dennis.yee@oregonmetro.gov tyler.bump@portlondoregon.gov Jonathan Williams Senior Development Project Manager Metro/Transit Oriented Development 503.797.1931 Jonathan. williams@oregonmetro.gov VERTICAL HOUSING DEVELOPMENT ZONE ANALYSIS PAGE 17 FREGONESE Q A S S, C i ;A F MAY - 4 2018 Maria Harris BY Planning Manager City of Ashland Maria, On behalf of Fregonese Associates, I am pleased to submit our proposal for a Vertical Housing Development Zone Program Analysis for the Transit Triangle. This project will be the final puzzle piece in over three years of work on zoning updates for the Transit Triangle. This innovative solution can be a great way to encourage new investment and new mixed-use residential development in an underutilized area of the city. As you know, we feel Ashland is a special place, and we have a unique history living and working in the city. We are excited about this opportunity to work closely with the City's leadership, staff, and partners to craft a compelling Vertical Housing Development Zone Program for the Transit Triangle. John Frregonese / 14' ;~~7 President Fregonese Associates, Inc. 1525 SW Park Avenue, Suite 200 Portland, OR 97201 john@frego.com 503.228.3054 Ashland Transit Triangle ® vertical Housing Development one Program Analysis A Vertical Housing Development Zone incentivizes mixed-use residential/commercial developments by providing a partial property tax exemption on qualified projects in areas designated by communities. Within the Ashland Transit Triangle, a Vertical Housing Development Zone has the potential to be a valuable tool that encourages moderately-priced housing, jobs, and commercial spaces in an area well- served by regional transit. Through working with the City of Ashland on the Transit Triangle Infill Strategies Project, Fregonese Associates has gained an understanding of the need for creating a greater concentration of multi-family residential and retail within the study area. Fregonese Associates will utilize our expertise to thoroughly research and analyze of the effects of implementing a Vertical Housing Development Zone, develop policy language, and work with the City of Ashland towards adoption. Scope of Work Task 1: Conduct Case Study Research on Vertical Housing Development Zone Programs Fregonese Associates will research existing Vertical Housing Development Zones in Oregon. This research will include a review of existing Vertical Housing Development Zone policies, as well as any developments that have taken advantage of the tax credit, in several cities statewide. Fregonese Associates will conduct interviews with staff members from three jurisdictions with Vertical Housing Development Zones that have successfully produced mixed-use residential and commercial developments. Deliverables: • Memorandum and PowerPoint presentation summary of case study research findings and interviews. Task 2: Model a Vertical Housing Development Zone The Consultant will work with City of Ashland staff to implement a Vertical Housing Development Zone in the proposed Transit Triangle Overlay. Fregonese Associates will develop draft policies and explanatory graphics. A thorough analysis will be conducted to assess the impacts of implementing a Vertical Housing Development Zone within the study area. Fregonese Associates will model the expected housing production due to the Vertical Housing Development Zone, along with the property tax exemption that 1 I will be accrued to the private sector and be lost to the public sector. In addition, Fregonese Associates will run a basic cost/benefit analysis of the policy. Deliverables: • Model of the financial and housing impacts of the Vertical Housing Development Zone over a 20-year timeline with a 10-year deferment • Memorandum summarizing future housing projection and cost/benefit analysis results • Draft policies and explanatory graphics for Vertical Housing Development Zone in the Transit Triangle o Fregonese Associates will produce draft materials; City of Ashland staff will review and provide comments • PowerPoint presentation explaining and illustrating the Vertical Housing Development Zone program Task 3: City Council Work session on Vertical Housing Development Zone City staff, with assistance from Fregonese Associates, will hold study sessions with the City Council to review the proposed Vertical Housing Development Zone program in the Transit Triangle. Fregonese Associates staff will attend and participate. Deliverables: • PowerPoint presentation for the City Council Work Session (FA) • Memorandum explaining the proposed Vertical Housing Development Zone (FA/City of Ashland staff) Task 4: Council Adoption Based on the input from the work session, Fregonese Associates will modify the Vertical Housing Development Zone program and materials. City staff, with assistance from Fregonese Associates, will prepare ordinances for City Council and attend hearings for adoption. • Fregonese Associates will schedule and hold a meeting or conference call with City of Ashland staff to prepare for City Council meeting Deliverables: • PowerPoint presentation for City Council adoption hearing (FA) • Attend City Council Meeting (FA) Timeline We expect this to be a four to five-month process. Adoption in November 2018 is a reasonable goal. The team is ready to begin as early as May 2018. 2 Firm Capacity, Capability & Availability Fregonese Associates is an award-winning land use planning firm located in Portland, Oregon, with a proven track record of helping make better cities and regions for the last 18 years. With a staff of 11 dedicated planners and designers, our dynamic, multi-disciplinary team provides innovative solutions and technical expertise that help shape the way communities grow in concert with their vision of the future. Staff Current Projects Availability John Fregonese Code Next - Austin, TX 20% Tulsa Sector Plans -Tulsa, OK Payson City General Plan - Payson, UT Scott Fregonese Ascension Parish Comp Plan - 25% Ascension, LA Payson City General Plan - Payson, UT Rockaway Beach Planning Services - Rockaway, OR Julia Reisemann Ascension Parish Comp Plan - 25% Ascension, LA Payson City General Plan - Payson, UT Tulsa Sector Plans -Tulsa, OK Cassandra Dobson Rockaway Beach Planning 30% Services - Rockaway, OR Tulsa Sector Plans -Tulsa, OK References Terri Michel City Manager City of Rockaway Beach, OR 503.355.2291 x103 terri(Trockawaybeachor.us 3 i Shane Hope i Development Services Director i City of Edmonds, WA 425.771.0220 x1216 i shane.hope@edmondswa.gov i i Bill Peterson i City Manager City of Wood Village, OR i 503.489.6856 i billp@ci.wood-village.or.us I I John Spain i Executive Vice President Baton Rouge Area Foundation i 225.387.6126 j acefalu@braf.org I i i I I 4 i i (n a) (D N c Ashland Transit Triangle - VHDZ Budget c C E m o 0 c 0) ti rn (n N F- N O N LL. 0 LL W C U 0 U- Hourl Rate $ 240 $ 145 $ 125 $ 70 Proposed Budget Task 1: Conduct Case Study Research 6 12 0 12 $ 4,020 Task 2: Model a Vertical Housing Development Zone 12 14 0 18 $ 6,170 Task 3: Council Work session on Vertical Housing Development Zon 8 8 0 4 $ 3,360 Task 4: Council Adoption 10 10 0 0 $ 3,850 Project Expenses (Travel and Open House Matereals) $ 1,650 Total Project $ 19,050 i JOHN FREGONESE ~r FREGONESE President s s o C i A' r_ i EDUCATION Graduate work, Resources Geography and Land Use Planning, Oregon State University B.S., California State University at Dominguez Hills, Geography EXPERTISE & EXPERIENCE John has been a planner for 40 years. He has built a reputation for his ability to energize communities around their shared vision. He works with communities to develop prioritized strategies and actions that enable their vision to take shape through an actionable plan. The mark of John's leadership is a plan that is successfully implemented at the city or regional scale and transitions into projects at the community or neighborhood scale. John is known for his work in Portland, where he served as the planning director for five years at Metro, and was the primary author of Metro 2040. Since founding Fregonese Associates in 1997, John has led or taken part in nationally significant regional plans, including the Compass Blueprint Growth Vision for the Southern California Association of Governments, Envision Utah, the Sustainable Places Project in Austin, Louisiana Speaks and Sustainable Development for the Louisiana Coast Handbook. John also led the East Baton Rouge Parish Comprehensive Plan, a project that spurred unprecedented public involvement in the Baton Rouge area, particularly from under-represented groups. Since its adoption, the plan is beginning to take form in a number of planned infill developments and transit improvements. John is currently leading Heartland 2050, a regional planning process in Omaha, Nebraska. In addition to large regional projects, John also has a long and successful track record of citywide comprehensive plans, downtown and small area planning in cities and communities of all sizes across the country. Currently he is a lead consultant for the Beaverton Creekside District Master Plan (Beaverton, Oregon) and the Lafourche Parish Comprehensive Resiliency Plan (Louisiana). Recently John led the Beaverton Civic Plan (Beaverton, Oregon), the Dallas TOD station area planning project (Dallas, Texas), and PLANitULSA, a comprehensive plan for Tulsa, Oklahoma. The Dallas TOD project, which included plans for neighborhoods near seven DART light rail stations, spurred the construction of four mixed use buildings and received an APA award. PLANitULSA is currently being implemented by the city. John has also led planning projects for Pointe Coupee, West Feliciana and East Feliciana Parishes in Louisiana; Denver, Colorado; Dallas and Waco, Texas; Chicago, Illinois; and small area plans and corridors including Beaverton, Hillsboro, and the Barbur Boulevard and McLoughlin Corridor in the Portland metro region. • Lead Planner, Dallas TOD Investing in Transit Neighborhoods, Dallas, Texas 2012 - present. • Lead Planner, Beaverton Creekside District Master Plan, Beaverton, Oregon. 2012 - present. • Lead Planner, Illinois Route 53/120 Project, 2012. • Lead Planner, Beaverton Civic Plan, Beaverton, Oregon. 2010 - 2011. • Lead Planner, FUTUREBR: East Baton Rouge Comprehensive Plan. 2009 - 2011. • Lead Planner, PLANiTULSA: Tulsa Comprehensive Plan. 2008 - 2010. • Lead Planner, Superstition Vistas Area Project. 2008 - 2010. • Lead Planner, The Grand Vision, Grand Traverse Region Land Use and Transportation Strategy. 2007 - 2009. Page 2 • Principal Consultant, Louisiana Speaks Regional Plan. 2006 - 2007. • Lead Planner, ForwardDallas! Comprehensive Plan. 2005 - 2007. • Lead Planner, Compass Blueprint: Regional Vision for the Southern California Association of Governments. 2002 - Current. • Lead Planner, The Metropolis Plan: Choices for the Chicago Region. 2001 - 2003. • Lead Planner, Blueprint Denver: An Integrated Land Use and Transportation Plan. 2002. • Principal Consultant, Envision Utah. 1998 - 2002. • Planning Director, Metro 2040 Regional Growth Strategy. 1992 - 1997. SELECTED AWARDS Congress for the New Urbanism Charter Award, 2008: Louisiana Speaks Regional Plan. Suncoast Regional Emmy Award, 2007: "Louisiana Speaks: Our Voice, Our Plan, Our Future." Texas APA Comprehensive Planning Award, 2006: Dallas Comprehensive Plan. American Planning Association Daniel Burnham Award, 2004: Chicago Metropolis 2020. Texas APA Project Planning Award, 2003: Denton, TX Downtown Plan. Urban Land Institute Award for Excellence, 2003: Envision Utah. American Planning Association Daniel Burnham Award, 2002: Envision Utah. Congress for the New Urbanism Charter Award, 2001: Envision Utah. i Scott Fregonese FUGONESE Principal i Assoc I A I FS EXPERTISE & EXPERIENCE As Principal, Scott leads many of the firm's most effective and high profile projects. He is an urban planner and geographer with nearly 20 years of experience in land use and transportation planning and policy development. His work and research spans major regional initiatives, comprehensive c planning, local planning and policy, downtown plans and implementation strategies. He has a proven' record of achievement, and his focus on creative problem-solving and collaboration assures success for clients. Scott's skills in meeting facilitation, team building, communication and GIS analysis enrich : the planning processes for all the firm's projects. Most recently, Scott has managed land use and scenario planning for the Preston Center area in Dallas; he has also managed the Irving, TX Comprehensive Plan; the Dallas Neighborhood Revitalization Plan, and the Albuquerque, NM Comprehensive Plan. l SELECTED PROJECTS • Project Manager: Northwest Highway and Preston Road Area Plan (2015-2016) • Project Manager: Imagine Irving Comprehensive Plan (2014-2016) • Project Manager: Albuquerque, NM Comprehensive Plan (2014-2016) • Project Manager: Neighborhood Revitalization Plan for Dallas (2014-2015) • Project Manager: DallosTOD, Investing in Transit Neighborhoods (2013) • Project Manager: San Diego Regional Vision (2011-2012) • Project Manager: FUTUREBR, Baton Rouge Comprehensive Plan (2009-2011) • Project Manager: Superstition Vistas Regional Vision, Arizona (2008-2010) • Project Manager: City of El Centro California Downtown Plan (2007-2008) • Project Manager: City of Arlington, Texas, Downtown Plan (2006-2007) • Project Manager: ForwardDallas!, Dallas, Texas Comprehensive Plan (2006-2007) • Project Manager: Envision Central Texas, Regional Vision (2005-2006) EMPLOYMENT 1999-present Principal, Fregonese Associates, Portland, OR EDUCATION Bachelor of Science, Geography; Focus Area: Urban Planning; Oregon State University; Corvallis, OR HONORS AND AWARDS Oregon State University Orange SpotlightAward, 2010. Julia Reisemann ~w F UGO►N ESE GIS Analyst s EXPERTISE As GIS specialist, Julia is responsible for the collection, analysis and manipulation of GIS data. Quality geographic information is a cornerstone to Fregonese Associates' approach to planning and community building. For many projects, she works to create base case and alternative growth scenarios. She compiles numerous data sets which include: the built environment, vacant land layers, land use and parking inventories, identification of environmentally sensitive lands, and future master street plans. She is also experienced with growth capacity and build-out analysis, employment growth rate analysis, and redevelopment opportunity analysis. EXPERIENCE GIS Analyst: Imagine Irving Comprehensive Plan (2014-2016) GIS Analyst: Heartland 2050: Omaha-Council Bluffs Regional Vision (2012-2014) GIS Analyst: Sustainable Communities Initiative, Las Vegas, Nevada (2012-2013) GIS Analyst: Joint Scenario Planning Project, Central Valley, California (2012-2013) GIS Analyst: FUTUREBR, East Baton Rouge Parish Comprehensive Plan (2010-2012) GIS Analyst: Compass Blueprint: Regional Vision for the Southern California Association of Governments (2002-2011) GIS Analyst: PLANiTULSA, Tulsa Comprehensive Plan (2008-2010) GIS Analyst: The Grand Vision, Grand Traverse Region Land Use and Transportation Strategy (2007- 2008) EMPLOYMENT 1999-present GIS Analyst, Fregonese Associates, Portland, Oregon 1998-1999 Intern, Metro Regional Government, Portland, Oregon 1997-1999 GIS Consultant, Portland State University, Portland, Oregon EDUCATION Master of Science, Portland State University, Portland, Oregon, Geography, 2002 Bachelor of Education, University of Karlsruhe, Karlsruhe, Germany, Elementary Education. 1994 HONORS AND AWARDS Texas APA Comprehensive Planning Award, 2006: Dallas Comprehensive Plan. Cassandra Dobson F, FREGONESE Urban Planner o c A I S EXPERTISE Cassandra Dobson is an urban planner who uses her expertise in urban planning to support communities in achieving their visions and goals. She specializes in land use planning, public outreach, demographic analysis, and written and visual communication. She strives to create implementable plans that are rooted in community input and backed by robust data analysis. She uses a collaborative approach in working with teammates, clients, stakeholders, and community members. She is passionate about creating great places and supporting strong, resilient communities. Cassandra uses her skills to work effectively on a planning projects at a variety of scales, ranging from long range planning, scenario planning, and zoning code and policy analysis, to site planning and small area plans. SKILLS Adobe Creative Suite (In Design, Illustrator, Photoshop), ArcGIS, Google Sketchup, Microsoft Office Suite, Google Applications, Website Design and Management (Squarespace), Survey Design and Administration, Social Media Outreach, Community Engagement, Plan Writing and Written Communication EMPLOYMENT August 2017-Present Urban Planner, Fregonese Associates, Portland, OR January 2017-August 2017 Urban Planning Intern, Fregonese Associates, Portland, OR EDUCATION Masters of Urban & Regional Planning; Portland State University; Portland, OR Bachelor of Arts in Political Science; University of New Mexico; Albuquerque, NM F FORM #3 CITY OF AS H LA N ;1 jil` REQUISITION Date ofr quest; Vendor Name FREGONESE ASSOCIATES, INC. Address, City, State, Zip 1525 SW PARK AVE, SUITE 200, PORTLAND, OR 97201 Contact Name SCOTT FREGONESE Telephone Number (503) 228-3054 Email address SOURCING METHOD ❑ Exempt from Competitive Bidding ❑ Emergency ❑ Reason for exemption: ❑ Invitation to Bid (Copies on file) ❑ Form #13, Written findings and Authorization ❑ AMC 2.50 Date approved by Council: ❑ Written quote or proposal attached ❑ Written quote or proposal attached Attach co of council communication If council approval required, attach co of CC ❑ Small Procurement Cooperative Procurement Less than $5,000 ❑ Request for Proposal (Copies on file) ❑ Direct Award Date approved by Council: ❑ State of Oregon (Attach copy of council communication) Contract # El VerballWritten quote(s) or proposal(s) _ ❑ State of Washington Intermediate Procurement ❑ Sole Source Contract # GOODS & SERVICES ❑ Applicable Form (#5,6, 7 or 8) ❑ Other government agency contract $5,000 to $100,000 ❑ Written quote or proposal attached Agency ❑ (3) Written quotes and solicitation attached ❑ Form #4, Personal Services $5K to $75K Contract # PERSONAL SERVICES ❑ Special Procurement Intergovernmental Agreement $5,000 to $75,000 ❑ Form #9, Request for Approval ❑ Agency [I Less than $35,000, by direct appointment El Written quote or proposal attached Date original contract approved by Council: ❑ (3) Written proposals/written solicitation Date approved by Council: (Date) 9 Form #4, Personal Services $5K to $75K Valid until: Date - (Attach copy of council communication) Description of SERVICES Total Cost Ashland Transit Triangle - Vertical Housing Development Zone Program Analysis NOT TO EXCEED: $ 15,000.00 Item # Quantity Unit Description of MATERIALS Unit Price Total Cost ❑ Per attached quote/proposal TOTAL COST Expenditure must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accurately. Project Number Account Number n 9 2 7 0 0. s 0 4 1 0 0 1 5 0 0 0 0 0 Project Number - - - - - - - Account Number - - - _ - Project Number- - - - - - - Account Number - - - _ - IT Director in collaboration with department to approve all hardware and software pur bases.--) C:Z •1- Directdr Date Support -Yes/ No By signing this requisition form, I certify that the City's public contracting requirements have been satisfied. . Employee:_ Department Headi'°~ v / t(t qual r eater than $5,000) Department Manager/Supervisor: City Administrator (Equal to or greater than $25,000) Funds appropriated for current fiscal year: FS / NO ~FinmatceDirector qualtoorgreaterthan$5,000) Date Comments: Form #3 - Requisition e p i Legal Department Review DOCUMENT TRANSMITTAL AND CONTROL This form will accompany the document through the drafting, review, and signature processes, and will be kept with the City's final executed copy of the document. Required fields are indicated in gray scale. Document: FREGONESE ASSOCIATES, INC. (Include names ofparifes to the document) Type of Document: Contract R Lease ❑ Easement ❑ Deed ❑ IGA ❑ Other (Specify) Dept Contact: APRIL LucAs ACTION REQUESTED: Dept: Phone: Ext 2041 ❑ Review Draft Date submitted to Legal: 6/22PO18 Approve final and forward to: Draft due by: AdanHanks &KariAnnOlson (Unless indicated, Legal will return document to you) Return Requested by: Complete this section ONLY the first time this foritr is filled out: Has this document been previously worked oil by the Legal Dept Staff? 8 No ❑ Yes If yes, by whom? LEGAL DEPT First Date Received by Legal Date: By: USE ONLY Returned to Dept. for Revision Date: By: Received for additional review by Legal Date: By: Retimied to Dept. for Revision Date: By: Received for additional review by Legal Date: By: Returned to Dept- for Revision Date: By: Received for Additional Review by Legal Date: By: Returned to Dept for Revision Date: By: Final Logged out b Legal Date: B :/-f Comments from LEGAL to DEPARTMENT: Comments from DEPARTMENT to LEGAL: ❑ See Attached. Return original executed document to C"ty Duties this document need to be recorded? Recorder for safekeeping? ❑ No Yes " No ❑ Yes CITY ADMINISTRATOR 1 DEPARTMENT HEAD Please do not sign the attached document until this form has been approved by the Legal Dept below: FINAL LEGAL DEPARTMENT APPROVAL: Date: Purchase Order ® Fiscal Year 2019 p[3 P~age7:: 1 of. 1 B City of Ashland I ATTN: Accounts Payable L 20 E. Main Purchase L Ashland, OR 97520 Order# 20190059, T Phone: 541/552-2010 O Email: payable@ashland.or.us V H C/O Planning Division N FREGONESE ASSOCIATES INC 1 51 Winburn Way D 1525 SW PARK AVENUE SUITE 200 P Ashland, OR 97520 O PORTLAND, OR 97201 Phone:. 541/488-5305 R OT Fax: 541/552-2050 ft- Ad NINE 503 228-3054 'April Lucas 07/03/2018 1365 FOB ASHLAND OR/NET30 Cit Accounts Pa able Ashland Transit Triangle 1 Ashland Transit Triangle 1 $15,000.0000 $15,000.00 Vertical Housing Development Zone Program Analysis Personal Services Agreement Completion date: June 30, 2019 Project Account: GL SUMMARY 092700 - 604100 $15,000.00 1 A Date: t. Authorized Signature = _ = $15 000.00