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HomeMy WebLinkAbout2022-031 PO 20220305- 3J Consulting Inc • - Purchase Order Plfil Vali ,� � R, D _i r. Fiscal Year 2022 Page: 1 of: 1 C l� 071v,^�F;,, �Y B City of Ashland s _ � ATTN: Accounts Payable Purchase L Ashland,20 Main Order# 20220305 OR 97520 ' T Phone: 541/552=2010 O Email: payable@ashland.or.us V H C/O Planning Division E 3J CONSULTING, INC 1 51 Winburn Way N 9600 SW NIMBUS AVE SUITE 100 p Ashland, OR 97520 D BEAVERTON, OR 97008 Phone: 541/488-5305 R - T Fax: 541/552-2050 I ade I���e[=1 1 ]J ]A_ p °Rliel ' F€ . a!§(u1 !_irq'iffii..- --�� E' . i(l lol- — _ -t l _ T- - - - - -- - A•ril Lucas -_ - F:1 t g s Is_ € T:i e3 9 {{1 IaTT+_ + _�- . ilii 1'aat Laj9 Tg–i, _ _ 3771- TFi d,faaiie1] - 04/04/2022 6829 . FOB ASHLAND_ OR/NET30 Cit Accounts Pa able _4G 1€z,�__ :F-:-;z=- 27_ - - --- _____ ! .:5�3LP Z.iTe ai.;-a iii r siT— __ —_____ _ 76 °+1�• _' 1-3� '. .-19f;.1,311- _� �:, � 1 5raeU n�= On-Call Planning Services 1 On-Call Planning Services 1.0 $35,000.00 $35,000.00 f Personal Services Agreement(Less than $35,000) Completion date; June 30, 2023 Project Account: ***************GL SUMMARY*************** 092700-604100 $35,000.00 I • • • r=- - _ • 2--- By: Date: u..t t E Auiznature ,, 1w° _-._:_j_75"1, $35 000.00 FORM #3 ��`` CITY OF p 77 e o ASHLAND A request for a. Pt.rc ase Orli'® / , REQUISITION Date of request: 02/15/2022 Required date for delivery: Vendor Name - 3J CONSULTING • Address,City,State,Zip 5075 SW GRIFFITH DRIVE,SUITE 105,BEAVERTON,OR 97005 Contact Name&Telephone Number SCOTT FREGONESE/(503)946-9365 x.248 • Email address scott.fregonese@3j-consulting.com SOURCING METHOD . ❑ Exempt from Competitive Bidding ❑ Invitation to Bid ❑ Emergency ❑ Reason for exemption: Date approved by Council:_ ❑ Form#13,Written findings and Authorization ❑ AMC 2.50 _(Attach copy of council communication) ❑ Written quote or proposal attached ❑ Written quote or proposal attached _(If council approval required,attach copy of CC) ❑ Small Procurement ❑ Request for.Proposal Cooperative Procurement Not exceeding$5,000 Date approved by Council: ❑ State of Oregon ❑ Direct Award _(Attach copy of council communication) Contract# ❑ Verbal/Written bid(s)or proposal(s) ❑ 'Request for Qualifications(Public Works) 0 State of Washington Date approved by Council:_ Contract# _(Attach copy of council communication) 0 Other government agency contract Intermediate Procurement 0 Sole Source Agency GOODS&SERVICES 0 Applicable Form(#5,6,7 or 8) . Contract# Greater than$5,000 and less than$100,000 ❑ Written quote or proposal attached Intergovernmental Agreement ❑ (3)Written bids&solicitation attached 0 Form#4,Personal Services$5K to$75K ' Agency PERSONAL SERVICES i Date approved by Council: 0 Annual.cost to City does not exceed$25,000. Greater than$5,000 and less than$75,000 Valid until:___ _ __ (Date) Agreement approved by Legal and approved/signed by ❑ Less than$35,000,by direct.appointment ❑ Special Procurement City Administrator.AMC 2.50.070(4) O (3)Written proposals&solicitation attached 0 Form#9,Request for Approval 0 Annual cost to City exceeds$25,000,Council , © Form#4,Personal Services$5K to$75K D Written quote or proposal attached approval required.(Attach copy of council communication) Date approved by Council: Valid until: ___ (Date) Description of SERVICES Total Cost . ON-CALL PLANNING SUPPORT SERVICES " NOT;TO+EXCEED Y :'5 35000 Item# Quantity Unit Description of MATERIALS Unit Price Total Cost • • 0 Per attached quotelpropos_al t4ork- to T •:-.TOTAL COST. Eve,zed $ O�© Project Number Account Number o s z o o.s •o a , o o ' J Account Number - . Account Number - - *Expenditure must be charged to the appropriate account numbers for the financials to accurately reflect the actual expenditures. IT Director in collaboration with department to approve all hardware and software,'rchase ( IT Di<• • Date Support-Yes/No By signing this requisition form,I certify that the City's public contracting requirements have been satisfie.. Employee: \.A'u.tiDepartment H..:.: �_ r 'Ito o greater an$5,000) Department ManagerlSupervisor: City Mana•er: ..e.-1-,,J.,./.4a./ ;%.:` ! (Equal to or greater than 25,000) Funds appropriated for current fiscal year: E& NO ///// . V -70 -ZZ Finance Director-(Equal to or greater than$5,000)- Date Comments: Form#3-Requisition • Kariann Olson • From: Kariann Olson Sent: Wednesday,March 30,2022 1:49 PM To: April Lucas Cc: Kariann Olson Subject • 31 Consulting-Insurance • Hello April, Got an.insurance certificate, but will need a couple things. . . • ADDL INSD boxes on insurance certificate need to be checked for General Liability and Automobile • Need actual copies of the additional insured endorsements, in addition to the certificate I - Thank you. Kariann Kariann Olson Purchasing Specialist City of Ashland ' 90 N. Mountain Ave. • 4 Ashland', Oregon 97520 Tel 541-488-5354 • Fax 541-488-5320 TTY 800-735-2900 kari.olson@ashland.or.us Visit the City's web site at: www.ashland.or.us This email transmission is official business of the City of Ashland, and it is subject to Oregon Public Records law for disclosure and retention. If you have received this message in error, please contact me at(541)488-5354.Thank you. 0 • e \ ) • 1 CITY OF FORM #4 ASHLAND DETERMINATIONS TO PROCURE . PERSONAL SERVICES $5,000 to $75,000 To: Joe Lessard,City Manager From: Bill Molnar,Community Development Director Date: January 26, 2022 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 Community Development Department has several long range projects in progress that are scheduled for the FY2021-2023 budget biennium including revision to the commercial and employment zones for housing opportunities,a housing production strategy,possibly the Croman Mill District rezone analysis,and implementation of land use strategies for the Climate and Energy Action Plan(CEAP).Three of the four projects are from City Council direction and one project is required by new state legislation(i.e.,housing production strategy).In addition, staff anticipates additional ordinance amendment work coming from the Oregon State Legislature and the Department of Land Conservation and Development's Climate Friendly and Equitable Communities rulemaking Committee. The Climate-Friendly Area rulemaking efforts relate to transportation and housing planning in Oregon's eight urban • areas including Medford/Ashland and will provide a process for local governments to first designate climate friendly areas,then later to adopt development standards for those areas. The Planning Division was reduced by 1 FTE Assistant Planning position in the 2019-2021 budget biennium because of General Fund reductions.At the same time, development activity increased which subsequently increased the Current Planning program workload.New residential units increased over the pervious biennium by 11%and the value of all new building residential and commercial construction increased by 81%.As a result,resources were shifted from the Long Range Planning program to the Current Planning program for answering general.inquiries,pre-application conferences,planning application review,building permit review, and staffmg an advisory commission.In an effort to keep the ongoing long range projects moving forward, it may be necessary to use a planning consultant to supplement staff resources.An"on-call"planning services contract is requested to fill in the long range planning work as needed. • Current development activity is expected to continue at or above current levels in the 2021-2023 budget biennium. The COVID-19 pandemic resulted in an increase in housing demand.In addition,the demand at the state and local levels for housing and homelessness analysis and policy is expected to continue. Housing and climate changes are expected to be one of the key issues in the 2022 session of the Oregon Form#4-Department Head Determinations to Procure Personal Services„Page 1,of 2,1/25/2022 Legislature and may result in mandatory studies and code amendments similar to.HB 2001 Housing Choices and HB 2003 Housing Needs and Production from the 2019 legislative session. 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? 3J Consulting provides a wide range of planning services that can be used for the department's long range planning work. The firm's specialized capabilities that are not covered by staff are physical and financial . feasibility analysis, scenario planning,visual preference surveying, and site and streetscape development renderings. Requested by: Date: "� 'Z ��- � Dep.ri - •ad Approved by: / Date: ��a� I r��• iJi r ' ` oe s d,City Manager Comments: • Form#4-Department Head Determinations to Procure Personal Services,Page 2 of 2, 1/25/2022 • PERSONAL SERVICES AGREEMENT (LESS THAN $35,000) CONSULTANT: 3J CONSULTING • C Y T Y O F ADDRESS: 5075 SW GRIFFITH DR, STE. 15p :AS H LAN D BEAVERTON, OR 97005 20 East Main Street Ashland, Oregon 97520 TELEPHONE: (503) 946-9365 Telephone: 541/488-5305 Fax: 541/552-2050 EMAIL: scott.fregonese@3j-consulting.com J This Personal Services Agreement(hereinafter"Agreement") is entered into by and between the City of Ashland, an Oregon municipal corporation (hereinafter "City") and 3J Consulting, a-domestic professional corporation.("hereinafter"Consultant"), for on-call planning support ser-vices. • 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, 2023. • 2. Scope of Work: Consultant will provide on-call planning support for the City.of Ashland on an as needed time and materials basis•as more fully set forth in the Consultant's Proposal dated January 17, 2022,which is attached hereto as `Exhibit A" and incorporated herein by this reference. Consultant's services are collectively referred to herein as the"Work." 3. Supporting Documents/Exhibits; Conflicting Provisions: This Agreement and any exhibits or other supporting documents shall be construed to be mutually complementary and supplementary wherever possible. In the event of a conflict 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,perform thejWork 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 registered, licensed or bonded by the State of Oregon, are so registered, licensed and bonded. Page 1 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND 3J CONSULTING. 6. Compensation: City shall pay Consultant the hourly rates as set forth in Exhibit A 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$35,000.00 (thirty-five thousand dollars) without the express,written approval from the City official whose signature appears below, or such official's successor in office. Payments shall be made within thirty(30) days of the date of receipt by the City of Consultant's invoice. Should this Agreement be terminated yrior 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,work product, or other 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 279B.220,279B.230 and 279B.235. 9. Living Wage Requirements: If the amount of this Agreement is $22,310.46 or more, Consultant is required to comply with Chapter 3.12 of the Ashland Municipal.Code by paying a living wage, as . defined in that chapter,to all employees performing Work under this Agreement and to any Subcontractor who performs 50%or more of the Work under this Agreement. Consultant is also required to post the notice attached hereto as "Exhibit B"predominantly in areas where it will be seen by all employees. 10. Indemnification: Consultant hereby agrees to defend, indemnify, save, and hold City, its officers, employees, and agents harmless from any and all losses, claims, actions, costs, expenses,judgments, 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, actions, costs, or other damages, caused solely by the gross 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 thirty(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 Page 2 of 6: PERSONAL SERVICES AGREEMENY+8ETWEEN THE CITY OF ASHLAND AND 3J CONSULTING. Agreement; or 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 the Work 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. 12. Independent Contractor Status: Consultant is an-independent contractor and not an employee of the City for any purpose. 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. 14. Default. The Consultant shall be in default of this Agreement if Consultant: commits any material breach or default of any covenant,warranty, certification, or obligation under the Agreement; institutes an action for relief in bankruptcy or has instituted against it an action for insolvency;makes a general assignment for the benefit of creditors; or ceases doing business on a regular basis of the type identified in its obligations under the Agreement; or attempts to assign rights in, or delegate duties under,this Agreement. . 15. Insurance. Consultant shall, at its own expense,maintain the following insurance: a. Workers' Compensation. Consultant shall obtain and maintain Workers' Compensation insurance in compliance with ORS 656.017,which requires subject employersto provide Oregon Workers' Compensation coverage for its subject workers,unless such employers are exempt under ORS 656.126. If exempt under ORS 656.126, Consultant shall certify such exemption to the City. 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 Work 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. Page 3 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND 37 CONSULTING. ° • 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 thirty(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 and endorsements prior to commencing the Work under this Agreement. 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 (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: This Agreement shall bye governed and construed in accordance Page 4 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF.ASHLAND AND 3J CONSULTING. • with the laws of the State of Oregon without regard to conflict of laws principles. Exclusive venue for litigation of any action arising under this Agreement shall be in the Circuit Court of the State of Oregon for Jackson County unless exclusive jurisdiction is.in federal court, in which case exclusive venue shall be in the federal district court for the district of Oregon. Each party expressly waives any and all rights to •maintain an action under this Agreement in any other venue. 19. Notice. Whenever notice is required or permitted to be given under this Agreement, such notice shall be given in writing to the other party by personal delivery, by sending via a reputable commercial overnight courier,by mailing using registered or certified United,States mail, return receipt requested,postage prepaid, or by electronically confirmed at the address or facsimile number set forth below: If to the City: Community Development Attn: Brandon Goldman • City of Ashland 20 East Main Street Ashland, Oregon 97520 With a copy to: City of Ashland-Legal Department 20 East Main Street Ashland, Oregon 97520 If to Consultant: Scott Fregonese 3J Consulting 5075 SW Griffith Dr., Ste. 150 Beaverton, OR 97005 20. Amendments. This Agreement may be amended only by written instrument executed by both parties with the same formalities as this Agreement. • 21. THIS AGREEMENT AND THE ATTACHED EXHIBITS CONSTITUTE THE ENTIRE UNDERSTANDING BETWEEN THE PARTIES. THERE ARE NO UNDERSTANDINGS, • AGREEMENTS, OR REPRESENTATIONS,EITHER 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. 22. Certification. Consultant shall execute the certification attached hereto as "Exhibit C" and incorporated herein by this reference. Page 5 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND 3J CONSULTING. IN WITNESS WHEREOF the parties have caused this Agreement to be signed in their respective names by their duly authorized representativesas of the dates set forth below. CITY a F • AND: 3J CONSULTIN 0, (CONSULTANT): B . ifalA.ignature Signature / /MO(..ii Arm__ John Howorth Printed Name Printed Name 1 t Davis- vr" President • Title 'Dz/2> Title "2—/2—2 ' -UZ'-Z _ February 7,2022 V Date • Purchase Order No. (W-9 is to be submitted with this signed Agreement) -s= • El AS TO FORM .... 0.1A4.- _ Signet,e . jry Date 1 • Page 6 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND 3J CONSULTING. I . EXHIBIT B CITY OF ASHLAND, OREGON City of Ashland LIVING ' ALL employers described WAG E below must comply with City of Ashland laws regulating . •a ment of a livin• wa.e. $15.96 per hour, effective June 30, 2021. The Living Wage is adjusted annually every June 30 by the Consumer Price Index. Employees must be paid a • portion of business of their 401K and IRS eligible living wage: 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 • r 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 $22,310.46. . part-time employees,the Ashland if the contract Living Wage does not apply exceeds$22,310.46 or more. > If their employer is the City of to the first 1040 hours worked Ashland, including the Parks in any calendar year. For > For all hours worked 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 97.520, or visit the City's website at www:ashland.br.us. \Notice to Employers:This notice must be posted predominantly in areas where it can be seen by all employees. CITY OF • -ASHLAND Page 1 of 1: EXHIBIT B EXHIBIT C CERTIFICATIONS/REPRESENTATIONS: Consultant,by and through its authorized representative,under penalty of perjury,certifies that(a)the number shown on the attached W-9 form is its correct taxpayer ID (or waiting for the number to be issued to it and(b)Consultant is not subject to backup withholding because: (i)it is exempt from backup withholding,or(ii)it has not been notified by the Internal Revenue Service(IRS)that it is subject to backup withholding as a result of a failure to report all interest or dividends,or(iii)the IRS has notified it that it is no longer subject to backup withholding. Consultant further represents and warrants to City that: (a) it has the power and authority to enter into this Agreement and perform the Work,(b)the Agreement,when executed and delivered,shall be a valid and binding obligation of Consultant enforceable in accordance with its terms,(c)the work under the Agreement shall be performed in accordance with the highest professional standards,and(d)Consultant is qualified,professionally competent, and duly licensed(if applicable)to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws,it is an independent contractor as defined in the Agreement, it is authorized to do business in the State of Oregon,and Consultant has checked four or more of the following criteria that apply to its business. " f (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. lr (2)Commercial advertising or business cards or a trade association membership are purchased for the business. if (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. if' (5)Labor or services are performed for two or more different persons within a period of one year. / (6)Consultant assumes financial responsibility for defective workmanship or for 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. • Co tant' s' nature. Date Page 1 of 1: EXHIBIT C 3J CONSULTING 5075 SW GRIFFITH DRIVE,SUITE 150 BEAVERTON,OREGON 97005 DATE January 17, 2022 PH:(503)946.9365 TO Bill Molnar, Community Development Director WWW.3J-CONSULTING.COM Brandon Goldman,Senior Planner • FROM Scott Fregone,se,3J Consulting RE On-call planning support services • 3j Consulting is a civil engineering and land use planning consultancy founded in 2009. The firm's dedicated staff members have provided a range of development support services for local and state agencies, private developers and community organizations for more than 10 years. 3j takes pride in providing clients with uncompromising and readable plans, detailed quality control,and strong project management.By paying-attention to small details and the • big picture, their staff craft thoughtful and attractive solutions that provide high-quality, functional and enduring utilities,transit services, buildings, and open spaces. 3j Consulting will provide on-call planning support services for the City of Ashland on an as needed time and material basis. Services provided can include but are not'limited to the following. . • Project management and meeting attendance/presentations (e.g., Planning Commission and City Council study sessions, meetings and public hearings) • Public Involvement(e.g., open house, neighborhood meeting, design workshop) • Project feasibility analysis(e.g., site specific, area, zone) • Scenario planning • Policy research analysis • . • • Land use regulation development • • Comprehensive planning and policy development • • Economic development I project feasibility analysis • Infrastructure financing and/or technical analysis• • Policy research and analysis • Urban design/site design/landscape architectural planning • • 3.1 Consulting hourly billing rates are as follows: Sr. Project Manager $194 GIS Specialist $150 Planner $136 CIVIL ENGINEERING I WATER RESOURCES l COMMUNITY PLANNING Policy Number: Date Entered: 6/16/2016 AC-1076? RA ® DATE(MMIDDIYYYY) • CERTIFICATE OF LIABILITY INSURANCE 3/31/2022 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 poilcy(les)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). ,_.,.,. CONTACT PRODUCER NAME: CAROLYN NEWELL Moss Insurance Agency, LLC PHONE" (5 12550 SE 93RD AVE STE #230 :S11CiNc.Esi: 3)266-2266 ��A,No) : 1503)263-8611 EMAIL CAROLYN@MOSSINSURE.COM CLACKAMAS, OR 97015 ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC D INSURER A:MID-CENTURY INSURANCE COMPANY• INSURED 3.7 CONSULTING, INC INSURERS FIRE INSURANCE EXCHANGE INSURER C UNDERWRITERS AT LLOYDS OF LONDON '__________ 9600 SW NIMBUS AVE STE #100 INSURER D:TRUCE.INSURANCE EXCHANGE BEAVERTON, OR 97008 INSURERE: INSURER F: . • COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. MSR: A115DL SUHR - ----_—"_'•"-'•--POLic EFF'_i �dLILY EXP -'--- LTR' TYPE OF INSURANCE ,/NSD W/D POLICY NUMBER I IMMIODIYYYYI 11MMIDD)YYYYI LIMITS COMMERCIALGENERALLIABILRY I EACH OCCURRENCE 'I$2,000,000 --� 1 . 'DAMAG€TO"RENTED . 1,OD0,000 A •t 1�._I CLAIMS-MADE IX OCCUR X I PR.EMIS>rS jE2.,gCFurr oel•�,$ 'X STOP GAP LIABILITY 160671-22-97 8/17/2021 8/17/2022 MED EXP(An1newerson)„ _y$5,000 ___....__. 1 • PERSONAL&ADV INJURY $INCLUDED y_ J�GEN'L AGGREGATE LIMIT APPLIES PER ' GENERAL AGGREGATE ' $4,000,000 , PRO- ® PRODUCTS-COMPIOPAGG $2.000,000 POLICY JECT LOC ,,.,..---_,.,..:..,,,...,..-......, . $ OTHER: COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY $2,000,000 X „(EeSccident1., ANY AUTO ._•_ •••••••__•___ "" BODILY INJURY(Per person) $ OWNED SCHEDULED 60671-22-97 8/17/2021 5/17/2022 BODILY INJURY(Pet accldent) $ A • AUTOS ONLY I AUTOS , �j HIRED I I NON-0WNED �PROPERTYDAMAGE t�.l AUTOS ONLY AUTOS ONLY I(Per accident). .. t$ 11$ • D X ]UMBRELLA LIAR I L OCCUR 1 '1 EACH OCCURRENCE ;$3,000,. 000 1 I 000 ) 3,000, EXCESS LIAR j CLAIMS MADE 60667-80-13 8/17/2021 /17/2023 (AGGREGATE $ DED IX RETENTION$10.0 0 0 I 1 '$ WORKERS COMPENSATION S'I LI ATUTE....j......_1 ERH 4 •.• AND EMPLOYERS'LIABILITY YIN1 B ANY PROPRIETOR/PARTNER/EXECUTIVE 8/17/2021 . ;0/17/2022 E.L.EACH,ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? IT 1 N 1 A'. A0315-07-2 6 (Mandatory In NH) 1 E.L.DISEASE•EA EMPLOYEE $1,000,000 Ifyesdescribe under ` I E.L.DISEASE-POLICYLIMITy $1,000,000 . DESCRIPTION OF OPERATIONS below C PROFESSIONAL r 1 ANE2297812.21 00/17/2021 jos/17/2022 x$2,000,000 EACH CLAIM LIABILITYi • .l$3,000,000 AGGREGATE I i I 1 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Addltlonal Remarks Schedule,may be attached If more apace Is required) THE CITY OF ASHLAND IS NAMED ADDITIONAL INSURED WITH RESPECTS TO GENERAL LIABILITY AND AUTO LIABILITY PER WRITTEN CONTRACT FOR WORK PERFORMED BY NAMED INSURED. ENDORSEMENTS ATTACHED. CERTIFICATE HOLDER • CANCELLATION - CITY OF ASHLAND ' 51 WINBURN WAY SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ASHLAND OR 97520 ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ` �e Z y,'. ,'� ' . g .,�;,i+r {y4'- I 1- i'3ug ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered`marks of ACORD i This ENDORSEMENT CHANGESTHE POLICY. PLEASE'READITCAREFULLY. POLICY NUMBER: 606712297 J7239 1st Edition FARMERS INSURANCE • ADDITIONAL INSURED—OWNERS,LESSEES OR CONTRACTORS— SCHEDULED PERSON OR ORGANIZATION This endorsement Modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM ' BUSINESSOWNERS COVERAGE FORM APARTMENTOWNERS LIABILITY COVERAGE FORM CONDOMINIUM LIABILITY COVERAGE FORM SCHEDULE Name Of Additional Insured w _...,... Location(s)Of Covered Operations 70111'731 F-ASPICAND- Personats .Or Otenization(O_^__._..,.., . J Information required to complete this Schedule,if not shown above,will be shown in the Declarations. A. The following is added to Paragraph C.Who Is An insured of the applicable Coverage Form: Any person(s) or organization(s)shown in the Schedule isalsoan additional insured, butonly with respect to liability for"bodily injury","property damage"or"personal and advertising injury'"caused,in whole or in part,by your acts or omissions or the acts or omissions of those acting on your behalf in the performance of your ongoing operations for the additional insured(s)at the location(s)designated above. However: a. The insurance afforded to such additional insured only applies to the extent permitted by law;and b. If coverage provided to the additional insured is required by a contractor agreement,the insurance afforded to such additional insured will not be broader than that which you are required by the contractor agreement to provide for such additional insured. • B. With respect to the insurance afforded to these additional insureds,the following additional exclusions apply: This insurance does not apply to"bodily injury"or"property damage"occurring after: 1. All work, including,materials, parts or equipment furnished in connection with such work,on the project(other than service,maintenance or repairs)to be performed by or on behalf of the additional insured(s)at the location of the covered operations has been completed;or 2. That portion of"your work"out of which the injuryor damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. C. With respect to the insurance afforded to these additional insureds,the following is added to Paragraph D. Liability And Medical-Expenses Limits Of Insurance of the applicable Coverage Form: If coverage provided to the additional insured is required by a contract or agreement,the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement;or 2. Available underthe applicable Limits Of insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits Of Insurance shown in the Declarations. This endorsement is part of your policy. It supersedes and controls anything to the contrary. It is otherwise subject to all the terms of the policy. j7239-ED 1 02-19 Includes copyrighted material of Insurance Services Office,Inc.,with its permission. 937239 Page-1 of 1 J7239101 POLICY NUMBER: 606712297 -COMMERCIAL AUTO CA 20 48 02 99 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. DESIGNATED INSURED • This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM • GARAGE COVERAGE FORM MOTOR CARRIER COVERAGE FORM • TRUCKERS COVERAGE FORM • With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless, modified by this endorsement. This endorsement identifies person(s) or organization(s)who are "insureds" under the Who Is An Insured Provi- sion of the Coverage Form.This endorsement does not alter coverage provided in the Coverage Form. This endorsement changes-the policy effective on the inception date of the policy unless another date is indi- cated below. • Endorsement Effective: Countersigned By: 04/01/2022 • Named Insured: 3 J CONSULTING INC ..(Authorized Representative), • SCHEDULE • Name of Person(s) or Organization(s): CITY OF ASHLAND • (If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to the endorsement.) Each person or organization shown in the Schedule is an "insured"for Liability Coverage, but only to the extent that person or organization qualifies as an "Insured" under the Who Is An Insured Provision contained in Section II of the Coverage Form. - • • • • CA 20 48 02 99 Copyright, Insurance Services Office, Inc., 1998 Page 1 of 1 D ' Policy Number: Date Entered: 8/16/2018 DATEIMMIDDIYYYY) • A o® CERTIFICATE OF LIABILITY INSURANCE . 1/18/2022 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 r CONTACT CAROLYN NEWELL . • . Moss Insurance Agency, LLC NSE' FAX PHONE (503)266-2266 (503)263-8611 • 12550 SE 93RD AVE STE #230 'AWC,No.Ext; IAIC,No)6 • • E-MAIL CAROLYN@MOSSINSURE.COM CLACKAMAS, OR 97015 ADDRESS: INSURERIS)•AFFORDING COVERAGE NAIL# • INSURERA:MID-CENTURY INSURANCE COMPANY . INSURED 3J*CONSULTING, INC INSURER B:FIRE INSURANCE EXCHANGE ' • • QND'13R1' ITERRS AT wasmS—CSIf"'LOND'DN , INSURER C: GE� 9600 SW NIMBUS AVE STE #100 ( INSURER D:'fR CK-INSurail `int NAN BEAVERTON, OR 97008 INSURERE: INSURER F: COVERAGES CERTIFICATE NU, BER: . . REVISION NUMB--: THIS IS TO CERTIFY THAT THE POLICIES OF INSURAN'E LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABO FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, ERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT ' H RESPECT TO-WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREI SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMIT-SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. _ iitii "' "' AD L'$UBR' POLICY EFF POLICY EXP LIMITS •• • . LTR I TYPE OF INSURANCE ,JNSLI MD I •OLICY NUMBER IMMIDD(YYYY)I IMMIDDJYYYY ' MI 1y J• COMIIIERCIAL GENERAL LIABILITY 1 ° ( •• • • EACH OCCURRENCE .100 $ • t t��y-J:� A XBETO"R S Eb $1.000,000 A I "3 i CLAIMS-MADE I/V OCCUR PREMISES(Ea oc�unence) I`- 0/17/2021 :/ /2022 5,000 STOP GAP LIABILITY • 160671-22 97 MEOEXP one person) i$ y • .PERSONAL&ADV INJURY $INCLUDED j GEHL AGGREGATE LIMIT APPLIES PER I GENERAL AGGREGATE 1$4,0 0 0,0 00 • IPOLICY 1 3p8,-- 1/\IEI LOC • {PRODUCTS-COMP/OP AGG 1$2,000,00.0 I .1 { $ ) OTHER . I AUTOMOBILE LIABILITY .. 1 COMBINED S-INGLE LIMIT 1$2,000,000 (Ea acddent) ANY AUTO BODILY INJURY(Per person) $ • .. I OWNED i " SCHEDULED 60671-22-97 8/17/2021 18/17/2022 1 BODILY INJURY(Per accident)1$ A 1 AUTOS ONLY I AUTOS • .` I HIRED NON-OWNED I { PROPERTY DAMAGE IS i 3 ! , i I(Per accident). AUTOS ONLY � AUTOS ONLY � IS • UMBRELLA LIAB .OCCUR •. I_ EACH OCCURRENCE $3,000,000 D i�§EXCESSLIAB CLAIMS-MADE 60667-80 3 e/1 2021 /17/2022 AGGREGATE i$3,000,000 I r i . 1 DED ! 1 RETeNr1oN$10,000 I i$ 1WORKERSCOMPENSATION 1 I/`I STATUTE : i ER- 1 LAND EMPLOYERS'LIABILITY E YIN ELEACHACCIDENT i$1,000,000 B zANY PROPRIETOR/PARTNERIIXECUTIVELi NIA IAO 5-07-26 .8/17/20.1 R/17/2022 1 ELEACHACCID NCYLIMIT�I$1'0 randEtoryIn ERIXCLUDFJJ7 00,000 (Mandatory In NN) es,describe der IESCRIPTION OF .. ANE2297812.21 •-• 1$2,000,000 —4 • •DISEASE 00/17/2021EACH ' LIABILITY i 1$3,000,000 AGGREGATE i ,I l • I I i I I DESCRIPTION OF OPERATIONS I LOCATIONS I VEHIC S(ACORD 101,Additional Remarks Schedule,may be attached If more span•Is required) CERTIFICATE HOLDER ' CANCELLATION • CITY OF 'ASHLAND • . 20 EAST MAIN STREET . SHOULD.ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ASHLAND OR 97520 ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESE ATIVE " 0 I • ©188 -2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD 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 theCity's final executed copy of the document. Required fields are indicated in gray scale. • Document: 37 Consulting Personal Services Agreement (Include names of parties to the document) Type of Document: Contract 8 Lease 0 Easement 0 Deed 0 IGA❑ Other(specify) • Dept Contact: ApriilLucas ACTION REQUESTED: Dept:Planning Phone: Ext 2041 0 Review Draft Date submitted to Legal: 1128722 ' 0 Approve final and forward to: Draft diue by: (Unless indicated,Legal will return document to you) • Return Requested by: As soon as possible Complete this section ONLY the first time this form is filled out: Has this document been previously worked on by the Legal Dept Staff/ 8 No 0 Yes If yes,by whom? LEGAL.DEPT First Date Received by Legal Date: 1 - By: USE ONLY Returned to Dept.for Revision Date: .1 - 3[• d)- 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: Received for Additional Review by Legal Date: By: Returned to Dept for Revision Date: By: _ Final Logged out by Legal ,.Date C///(/2 z- By:Ifkly Comments from LEGAL to DEPARTMENT: Continents from DEP ► I NT to L : �; �t! to ❑ See Attached. ,�'i�� , 44,4)..e.44:1( 1 oxitaAri oR f 5-tvit b11'51'65 daAe +•s iy tee. 4,19 kkiF 01/0111:2-1) _ - Does this document need to be recorded? Return original executed document to City R ecorder.for safekeeping? ❑ •No 0 Yes Cl No 0 Yes CITY ADMINISTRATOR/DEPARTMENT HEAD Please do not sign the attached document until this form has been approved by the Legal Dept t below: FINAL LEGAL DEPARTMENT APPROVAL: Date: