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HomeMy WebLinkAbout2023-113 PO 20240056- Stoddard Power Systems, LLC ni'�Y J , CITY RECORDER Purchase Order • Val • Fiscal Year 2024 Page: 1 of: 1 gPtgl B City of Ashland _— — - -_ ATTN: Accounts Payable Purchase 20 E. Main Order#. 20240056. Ashland, OR 97520 T Phone: 541/552-2010 O Email: payable@ashland.or.us E• STODDARD POWER SYSTEMS, LLC H C/O Electric Department N • 1056 GREEN ACRES RD I 90 North Mountain Ave • D SUITE 102-527 P Ashland, OR 97520 Phone: 541/488-5357 R EUGENE, OR 97408 T Fax: 541/552-2436 , O ._I Thomas McBartlett III = H - _--v_=1§fa!alEI§§ia1:1=-E-Bki = a:I=' ' —fid-1 1=_iglln§f.1 j-j_1=1 7,! 08/08/2023 6474 ' ' City Accounts Payable Electric System Master Plan 1 Electric System Master Plan 1.0 $78,159.00 $78,159.00 Personal Services Agreement(Greater than $35,000) Completion date: February 29, 2024 Approved by the City Council 08/01/2023 Project Account: *************** GL SUMMARY*************** 111800.-704100 $78,159.00 • • • • By: AbOrtiril Date: Authorized Signa r — $78,159.00_ FORM #3CITY o f request• A for a PASHLAND �° ��.i �R , , . REQUISITION Date of request: 08107(2023: - I Required date for delivery: 08/0712023, Vendor Name • Stoddard Power Systems Address,City,State,Zip 1600 Valley River Dr.,,Suite 380 Eugene,OR 97401 . Contact Name&Telephone Number Martin Stoddard 541-228-9353 - Email address martin.stoddard@stoddardpower.com • SOURCING METHOD . ❑ Exempt from Competitive Bidding . ❑ Invitation to Bid 0 Emergency ❑ Reason for exemption: Date approved by Council: • 0 Form#13,Written findings and Authorization ❑ AMC 2.50 (Attach copy of council communication) 0 Written quote or proposal attached O Written quote or proposal attached _(If council approval required,attach copy of CC) O Small Procurement 0 Request for Proposal Cooperative Procurement Not exceeding$5,000 Date approved by Council: 8-1-2023 0 State of Oregon ❑ Direct Award ■ (Attach copy of council communication) Contract# 0 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. 0 Written quote or proposal attached Intergovernmental Agreement O (3)Written bids&solicitation attached 0 Form#4,Personal Services$5K to$75K • Agency . PERSONAL SERVICES 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 O 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$75K 0 Written quote or proposal attached • approval required.(Attach copy of council communication) Date approved by Council: ' Valid until•_ •(Date) Description of SERVICES . i' TOTAL COST. " Electric Systems Master Plan '87',959:,00 - ; Item# Quantity Unit Description of MATERIALS ' Unit Price Total Cost • ❑ Per attached quotelproposal TOTAL-COST • -,$ , Project Number • _ _ Account Number a 0 0.7 0 a. , 0 o ' . , . 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 purchases: • IT Director Date Support-Yes/No By signing this requisition form,.1 certify that the City's public contracting requirements have been satisfied. 2 Employee: %? b eze • Department Head: 2 A g J 2J ` qual to or gre,=er than$5,000) . _ . 4 - Department ManagerlSupervisor: City Manager: • .dpi ^ r.T(Greaterth•a $3 ,000) • - Funds appropriated for current fiscal year:- ' NO . . M,, lL til?'' • Finance Director-(Equ.- •r greater than$5,000) a �® Comments: • Form#3-Requisition • • •s•• Council Business Meeting August 1, 2023 • Agendas >" Contract for an Electric System Master Plan with Stoddard Power Systems,LLC Flrom Thomas McBartlett III Electric Utility Director. Contact Thomas.mcbartlett@ashland.or.us 541-488-5357 Type ; Requested by Council ❑ Update❑ Request for Approval ® Presentation ❑ . SUMMARY Approval is being requested to enter into a contract for an Electric System MasterPlan at a cost of$78,159.00. A formal competitive sealed proposal (Request for Proposal) is the required sourcing method for an acquisition of this type (Personal Services) greater than $75,000.00.The City's intent is to award a contract to the highest ranked proposer,Stoddard Power Systems,LLC. POLICIES,PLANS&GOALS SUPPORTED • Climate Energy Action Plan execution • Quality.infrastructure and facilities through timely maintenance and community investment BACKGROUND AND ADDITIONAL INFORMATION A formal RFP (Request for Proposal) was facilitated,and the City received three (3)proposals in response to the RFP.The proposals were evaluated in accordance with the evaluation process and criteria outlined in the RFP and the City's intent is to award a public contract to the highest ranked proposer. In accordance with AMC 2.50.070(2),this contract exceeds delegated authority and thus requires Council approval.In accordance with AMC 2.50.090 and AMC 2.50.120(A),a formal Competitive Sealed Proposal _ (Request for Proposal) is required to acquire personal services exceeding $75,000.00. Please refer to.the attached solicitation - Request for Proposals -for the scope of services. • FISCAL IMPACTS The Electric Utility Deparfinerit.has funds budgeted fol this.project. • DISCUSSION QUESTIONS SUGGESTED NEXT STEPS Staff recommends award of a contract for the Electric System Master Plan services to the highest ranked proposer,Stoddard Power Systems, LLC. REFERENCES&ATTACHMENTS Evaluation Summary. . Request for Proposal-Electric System Master Plan . Stoddard Proposal S • Pagel oft • /RM aetta ciO ;duh. . . City of Ashland Request for Proposal ELECTRIC SYSTEM MASTER PLAN ' Evaluation Summary July 7,2023 ELCON STODDARD POWER ENERNEX,LLC Evaluation Criteria Points ASSOCIATES.INC. SYSTEMS,LLC ... #1 #2 #3 #1 #2 #3 #1`. #2. #3. . � : '� "' Letter of Introduction,Table of Contents and Proposal 5 5 5 5 5 5 5 .5 5 5. Submission Form(Exhibit A) Qualifications and 30 25 20 25 20 20 20 28 30 30 Experience Task List&Timeline 25 25 25 25 15 10 ' 10 25 ' 25 25 References 10 8 10• 7 5 5 9 10 10 10 Contractual Terms and 5 5 5 5 .5 5 5 5 5 5 Conditions SUBTOTAL 75 68 65 67 50 45 49 73 75 75 Cost Proposal 25 25 25 25 . 2.61 2.61 2.61 21.1 21.1 21.1 TOTAL 100 93 90 92 52.61 47.61 51.61 '94:1 961 96.1, Cost Proposals Elcon Associates,Inc. $65,950.00' $65,950.00 100% 25 Points Enernex,LLC $632,314.00 $65,950.00/$632,314.00 '10.43% 2.61 Points. Stoddard Power Systems,LLC $78,159.00 $65,950.00/$78,159.00 84.38% 21.1 Points 4 RFP Electric System Master Plan,Evaluation Summary,Page 1 of 1 - . • CITY OF ASHLAND • Request for Proposals ELECTRIC SYSTEM r MASTER PLAN Date of Release:. May 24, 2023 Proposals are due by: 2:00:00 PM (PST), Tuesday, June 27, 2023 Contracting Agency: City of Ashland Sole Point of Contact: Kari Olson Title: Purchasing Specialist Address: City of Ashland 90 N. Mountain Avenue Ashland, OR 97520 Telephone: (541) 488-5354 0 Fax: (541) 488-5320 Email: kari.olson anr,ashland.or.us Page 1 of 25:RFP Electric System Master Plan , • TABLE OF CONTENTS 1. PUBLIC NOTICE. . 3 2. PROPOSAL PROCESS • 4 3. SCHEDULE OF EVENTS 5 4. SCOPE OF SERVICES. . 10 5. PROPOSAL CONTENTS 12 6. PROPOSAL SUBMISSION REQUIREMENTS 14 7. EVALUATION PROCESS 15 8. EVALUATION CRITERIA 16 EXHIBIT A-PROPOSAL SUBMISSION FORM EXHIBIT B- CERTIFICATE OF COMPLIANCE EXHIBIT C- PERSONAL SERVICES AGREEMENT • • • • • Page 2 of 25:RFP Electric System Master Plan . • • • PUBLIC NOTICE: •' 6 • CITY OF - -ASHLAND Request for Proposals • • Electric System Master Plan 023ThProposals are due by 2:00:00 PM(PST),Tuesday,June 27;2023— The e City of Ashland is requesting written proposals from qualified engineering firms for professional services to complete an Electric System Master Plan for the City's.electric utility. • The City intends to enter into a contract with the highest ranked proposer for the proposed timeline required to complete the Electric System Master Plan. This Request for Proposal(RFP) is intended to provide prospective•proposers with sufficient information to prepare and submit a proposal forconsideration by the City. ARE 0!MST ga.2 PROPOSALS B3 available online Ela crArialMoribrita,MWIKILog on to the City's website, • scroll down the home page to Online City Services and click.on"Proposals,Bids and Notifications". Locate the public notice and click on"REQUEST BID PACKET"(beneath the public notice).Log into the system and download the solicitation documents.You will need to log into the system each time you would like to download the solicitation documents and any subsequently issued addenda. In accordance with AMC Section 2.50.080,Competitive sealed proposals may be available online,but applicants will NOT be able to submit their proposals and/orresponses online. Proposals must be delivered in hard copy form . to the City in accordance with the requirements outlined in the RFP. Individuals that obtain the solicitation materials electronically are responsible for regularly checking for instructions,addenda,and related materials. • Contract terms, conditions and specifications-may be reviewed in the City of Ashland,Purchasing Office,located at • 90 N.Mountain;Ashland,Oregon. . Deadline for submitting questions is 5:00:00 PM.(PST),Friday,June 16,2023. Sealed proposals must be received by 2:00:00 PM(PST),Tuesday,June 27,2023,by Kari Olson,•Purchasing ' ' Specialist in theCity of Ashland,Purchasing Office located at 90 N.Mountain Avenue,Ashland OR 97520.The proposals will be opened at 2:00:00 PM(PST),Tuesday,June 27,2023,and the City will record and make available.the identities of the proposers.Proposals will not be available for inspection until after the evaluation process has been completed and the Notice of Intent to Award has been issued. Kari Olson • ° Purchasing Specialist " . . City of Ashland, Oregon Kari.olson@ashland.or.us Tel: 541-488-5354 • ' Published: May 24,2023 • Page 3 of 25:RFP Electric System Master Plan • • • r • • • 111111iMil rfala/ CITY OF -ASHLAND . Request for Proposals • Electric System Master Plan • _ May 24,2023 • ORS 279B.060(2)(c)PURPOSE OF REQUEST FOR PROPOSALS The City of Ashland is requesting written proposals from qualified engineering firms for.professional services to complete an Electric System Master Plan for the City's.electric utility. The City intends to enter into a contract with the highest ranked proposer for the proposed timeline required to complete the Electric System Master Plan. . This Request for Proposal (RFP) is intended to provide prospective proposers with sufficient information to prepare and submit a proposal for consideration by the City. . r ORS 279B.060(2)(b) SOLE POINT OF CONTACT Information, correspondence and questions pertaining to this Request for Proposals(RFP) shall ONLY be directed to: Name: Kari Olson • Title: Purchasing Specialist Address: City of Ashland 90 N. Mountain Avenue,Ashland, OR 97520 Telephone: . 541-488-5354 Fax: 541-488-5320 Email: Kari.olson(aashland.or.us This person is the sole point of contact during the entire RFP process.including clarification and/or protest of specifications, method-of bidding, the evaluation and award process, and/or other questions that may arise.The RFP documents may be reviewed upon request by contacting the designated sole point of contact • listed above.- OAR bove.-OAR 137-047-0260(2)(a)(C) OPENING DUE DATE AND TIME Proposals must be received prior to the scheduled opening. The opening is scheduled for the following due date and time: • Proposals are due by: . 2:00:00 PM(PST),Tuesday,June 27,2023 The proposal must be addressed to the designated sole,point of contact and received prior to the due.date and time. Proposals received after CLOSING are considered LATE and will NOT be accepted for evaluation. Late proposals will not be considered. Page 4 of 25:RFP Electric System Master Plan S • OAR 137-047-0260(2)(c)(A) SCHEDULE OF EVENTS ACTIVITY • DATE Request for Proposals Released May 24,2023 • • 1'f Public Notice May 24,2023 Deadline for Submitting Questions and 5.00:00 PM(PST),Friday,June 16,2023 Requests for Additional Information RFP Protest Period Ends . • 5:00:00 PM(PST),Monday,April 10;2023 DUE DATE AND TIME 2:00:00 PM(PST),Tuesday,June 27,2023 • (Note: Proposals must be received prior to the due date and time.) Location: City of Ashland,Purchasing Office 90 N.Mountain,Ashland,OR 97520 Evaluation Process June 28—July 6,2023 • Contract Recommendation Upon completion of evaluation process • Notice of Intent to Award Announcement (7)Daysprior to executing contract Award Protest Period Ends (7)Days after Notice of Intent to Award is released • Contract Recommendation July 18,2023 Presented to City Council for Final Approval Contract Award Upon Council Approval and • • (7)Days after the Notice of Intent to Award Announcement Services intended to begin Upon receiving'a fully executed contract NOTE: This is a tentative schedule and is provided as a courtesy to potential proposers. The actual schedule may vary from that provided without notice to potential proposers. Any changes made to the closing date of the RFP will be made in the form of an addendum and mailed to all potential proposers who have received RFP documents. • QUESTIONS AND REQUESTS FOR ADDITIONAL INFORMATION: • All potential proposers are encouraged to ask questions and request additional information that will aid in the clarification of the RFP requirements. Questions and requests for information will be promptly considered, and written responses will be provided.in the form of a written addendum and posted on the City's website. All inquiries,whetherrelating to the RFP process, administration, deadline or method of award, or to the intent or technical aspects of the RFP must: • Be delivered via email to the Sole Point of Contact identified on page 4 of the.RFP • Reference the name of the RFP • Identify the proposer's name and contact information • Be sent by an authorized representative • Refer to the specific area of the RFP being questioned (i.e.,page, section and paragraph number); and • Be received by the due date and time for Questions/Requests for Clarification identified in the • schedule • OAR 137-047-0260(2)(a)(F)Addenda The provisions of this RFP cannot be modified by oral interpretations or statements. Proposers are cautioned not to make any assumptions as to the implied meaning or intent of any part of the RFP. Proposers should request clarification.If inquiries or comments by proposers raise issues that require clarification by the City, or the City revises any part of this RFP, addenda will be provided in the form of a written addendum and posted on the City's website. Receipt of an addendum must be acknowledged by signing and returning it with the proposal. Addenda will be issued within a reasonable time to allow prospective proposers to consider theaddenda in preparing their proposals. Unless a different deadline is set forth in the addendum, a proposer may submit a request for change or protest by the close of the next business day after the issuance of the addendum, or up to the Page 5 of 25:RFP Electric System Master Plan • • • last day the RFP Protest Period ends,whichever date is later. If the date established in the previous sentence falls after the RFP Protest Period ends,the City will consider a request for change or protest to • the addendum only.Addenda shall not be issued less than 72 hours before the closing unless the addendum also extends the closing. . ORS 279B.405 Protest Solicitation Process A prospective proposer for a public contract solicited under ORS 279B.055,279B.060 or 279B.085 may file a protest with the City if the prospective proposer believes that the procurement process is contrary to law or that a solicitation document is unnecessarily restrictive, is legally flawed or improperly specifiesa brand name. If a prospective proposer fails to timely file such a protest,the prospective proposer may not challenge the contract on grounds under this subsection in any future legal or administrative proceeding. If the protest is received at least 10 days prior to bid closing and meets the requirements of ORS 2.79B.405,the City shall consider the protest and issue a decision in writing. Otherwise,the City shall promptly notify the prospective proposer that the protest is untimely or that the protest failed to meet the requirements and give the reasons for the failure. The City shall issue a decision on the protest no fewer than three business days before proposals are due,unless a written determination is made by the City that circumstances exist that justify a shorter time limit. Protests must: • Be delivered to the Sole Point of Contact identified on page 4 via email,facsimile,hard copy • Reference the name of the RFP . • Identify prospective proposer's name and contact information • Be sent by an authorized representative • State the Reason for the protest, including: o the grounds that demonstrate how the procurement process is contrary to law, unnecessarily .. restrictive, legallyflawed, or improperly specifies a brand name; and o evidence or documentation that supports the grounds on which the protest is based • State the proposed changes to the RFP provisions or other relief sought • Protests to the RFP must be received by the due date and time identified in the schedule` • Protests to addenda must be received by the close of the next business day after the issuance of the addendum, or up to the last day the RFP Protest Period ends,whichever date is later. • OAR 137-047-0440 Pre-Closing Modification or Withdrawal of Offers A proposer may modify its proposal in writing prior to the closing in accordance with OAR 137-047-0400; OAR 137-047-0410 and OAR 137-047-0440.Any modification must include the proposer's statement that the modification amends and supersedes the prior proposal.A proposer in accordance with OAR 137-047-0440 may withdraw its proposal by written notice submitted on proposer's letterhead, signed by authorized representative of the proposer, and delivered to the individual and location specified in the solicitation document prior to closing. OAR 137-047-0460 Late Offers,Late Withdrawals and Late Modifications Any proposal received after closing is late. A proposer's request for withdrawal or modification of a proposal received after closing is,late.An Agency shall not consider late proposals,withdrawals or modifications except as permitted in OAR 137-047-0470 or 137-047-0262. Proposal Acceptance Proposals that do not address all areas requested by this RFP may be deemed non- responsive and may not be considered for any possible contract awarded resulting from this RFP. ORS 279B.060(2)(e) Cancel,Reject or Delay Procurement The City of Ashland may cancel the procurement,reject in whole or in part any or all proposals, or suspend or delay the procurement in accordance with ORS 279B.100 when it's in the best interest of the City of Ashland as determined by the City of Ashland. Inno event shall the City of Ashland have any liability for the cancellation,rejection, or Page 6 of 25.:RFP Electric System Master Plan - suspension of a solicitation or award. The proposer assumes the sole risk and responsibility of all expenses connected with the preparation of its proposal. Collusion By submitting a proposal, proposer certifies that no officer, agent, or employee of the City of Ashland has a monetary,interest in this proposal; that the proposal is made in good faith without fraud, collusion, or connection of any kind with any other proposer and that the proposer is competing solely in its own behalf without connection with, or obligation to, any undisclosed person or company. Disputes In case of any doubt or differences,of opinions as to the items or services to be furnished hereunder, or the interpretation of the provisions of the RFP, the decision of the City of Ashland shall be final and binding upon all parties. . Clarification of Responses The City of Ashland reserves the right to request clarification of any item in any proposal, or to request additional information necessary to properly evaluate a proposal. References The City of Ashland reserves the right to investigate any and-)all references and the past performance information provided in the proposal with respect to proposer's successful performance of similar projects, compliance with specifications and contractual obligations, completion or delivery of a project on schedule, and lawful payment of employees and workers. - Recyclable and Recycled Products Contractors shall use recyclable products to the maximum extent economically feasible in the performance of'thecontract work set forth in this RFP. ORS 279A.125 The City shall give preference to goods that are certified to be made from.recycled materials if the recycled product is available,meets applicable standards, can be substituted for a comparable non-recycled product; and the recycled products costs do not exceed the costs of non- recycled products by more than five percent, or a higher percentage if a written determination is made by , the City. S - • ORS 282.210 All printing, binding and stationery work done for the City shall be performed within the State of Oregon. • ORS 279B.060(2)(g) If required under ORS 468A.710,the contractor or subcontractor is required to possess an asbestos abatement license. ORS 279B.060(6)(a) Opening Procedures Notwithstanding ORS 192.410 to 192.505,proposals may be opened in a manner to avoid disclosure of contents to competing proposers during,when applicable,the process of negotiation,but the City of Ashland shall record and make available the identity of all proposers as part of the City's public records after the proposals are opened. Notwithstanding ORS 192.410 to-192.505,proposals are not required to be open for public inspection until after the notice of intent to award a contract is issued. The fact that proposals are opened at a . meeting, as defined in ORS 192.610, does not make the contents of the proposals subject to disclosure, regardless of whether the public body opening the proposals fails to give notice of or provide for an executive session for the purpose of opening proposals. OAR 137-047-0260(2)(a)(E) Certification of Nondiscrimination-Proposer to certify that the proposer has not discriminated and will not discriminate, in violation of ORS 279A.110(1), against a minority, women or emerging small business enterprise certified under ORS 200.055 or against a business enterprise that is owned or controlled by or that employs a disabled veteran as defined in ORS•408.225 in . obtaining a required subcontract. The Certificate of Compliance attached as Exhibit B, is required to be Page 7.of 25:RFP Electric System Master Plan . signed and included with your proposal. ORS 279B.060(6)(b)Proprietary Information (Trade Secrets)Notwithstanding any requirement to make proposals open to public inspection after the City of Ashland's issuance of a notice of intent to award a contract,the City of Ashland may withhold from disclosure to the public materials included in a proposal that are exempt or conditionally exempt from disclosure under ORS 192.501 or 192.502. All proposals are public record and are subject to public inspection after Agency issues the Notice of the Intent to Award. If a proposer believes that any portion of its proposal contains any information that is a trade secret under ORS Chapter-192.501(2) or otherwise is exempt from disclosure under the Oregon Public Records Law(ORS 192.410 through 192.505). The scope of services and cost information generally is not considered a trade secret under Oregon Public Records Law (ORS 192.410 through 192.505) and identifying the proposal, in whole, as exempt from disclosure is not acceptable. Agency advises each proposer to consult with its own legal counsel regarding disclosure issues. If proposer fails to identify the portions of the proposal that proposer claims are exempt from disclosure, Proposer has waived any future claim of non-disclosure of that information. If applicable,the proposer shall submit a redacted version of its proposal if the proposal being submitted in response to this RFP contains trade secrets. ORS 279B.060(13)Notice of Intent to Award a Public Contract The City of Ashland shall provide written notice of its intent to award to all proposers pursuant to ORS 279B.135 and OAR 137-047-0610 at least seven(7) days before the award of the.contract,unless the City determines that circumstances justify prompt execution of the contract, in which case the City may provide a shorter notice period. ORS 279B.060(14) Contract Award The City of Ashland shall award the contract to the responsible proposer whose proposal the City of Ashland determines in writing to be the most advantageous to the City of Ashland based on the evaluation process and evaluation factors described in this Request for Proposals, and any applicable preferences described in ORS 279A.120, ORS 279A.125 and ORS 279A.128 and,when applicable,the outcome of any negotiations authorized by this Request for Proposals. Other factors may not be used in the evaluation. In addition, any other public agency wishing to use the resulting contract may be authorized by mutual consent.of the City of Ashland and the contractor. ORS 279B.410 Protest of Contract Award A proposer may protest the award of a public contract or notice of intent to award a public contract if the proposer is adversely affected because the proposer would be eligible to be awarded the public contract in the event that the protest were successful. The written protest shall specify the reasons for the protest pursuant to ORS 279B.410(1)(b) and be delivered to the sole point of contact named in the RFP within seven days after issuance of the Notice of Intent to Award a contract. The City shall consider and respond in writing to a protest in a timely manner. ORS 279B.060(2)(h) Contractual Terms and Conditions The proposer selected by the City of Ashland will be expected to enter into a written contract in the form attached to this RFP. This RFP and the contents of the proposal of the successful proposer will become contractual obligations if a contract is executed. The proposal should indicate acceptance of the City of Ashland's contract provisionsor suggest reasonable alternatives that do not substantially impair the City of Ashland's rights under the contract. The proposer may also propose contractual terms and conditions that relate to subject matter reasonably identified in this Request for Proposals. The City of Ashland reserves the right to negotiate the contractual Page 8 of 25:RFP Electric System Master Plan • terms and conditions proposed as alternatives by the proposer. If inclusion of any of the City of Ashland's contract provisions will result in higher costs for the services, such costs must be specifically identified in the proposal.Unconditional refusal to accept the contract provisions proposed by the City of Ashland without offering acceptable alternatives may result in the disqualification of the proposal. Insurance Certificates The Contractor will be required to provide and maintain ALL required insurance certificates, and provide current Certificates of Insurance, including the City of Ashland endorsed as the additional insured,to the City prior to any lapse of insurance coverage. Additional Terms The City of Ashland reserves the right to waive irregularities or deficiencies in a proposal if the City of Ashland determines that waiver is in the best interest of the City of Ashland. The Cityof Ashland may request supplemental written information from a proposer concerning the proposer's ability to perform the services. If a proposer fails to providesupplemental information within the time stated in the request,the City of Ashland may refuse to consider the proposer's proposal. The City of Ashland may request an interview with any proposer. If a proposal is unclear, or appears inadequate,the proposer may be given an opportunity in the interview to explain howthe proposal complies with the RFP. The City of Ashland reserves the right to make such investigation it deems appropriate to determine whether a proposer is qualified to provide the services. If a proposer fails to cooperate with an . investigation, or if a proposer provides false,misleading or incomplete information,the City of Ashland may refuse to consider the proposer's proposal. In cases of doubt or differences of opinion concerning the interpretation of this RFP,the City of Ashland reserves the exclusive right to determine the intent,purpose and meaning of any provision in this RFP. • • • Page 9 of 25:RFP Electric System Master Plan • SCOPE OF SERVICES The City of Ashland is requesting written proposals from qualified engineering firms for professional services to complete an Electric System Master Plan for the City's electric utility. The following is a general description of the scope of services for the City's Electric System Master Plan. A more detailed scope of services may be developed with the highest ranked proposer. Information the City will provide is as follows: • Known urban growth information. • BPA load data • Available transformer data • Available pole data • Available underground cable data • Available meter and SCADA data • Available DER data • Relevant technical information from the City's electrical engineering firm Electric System Master Plan responsibilities and deliverables to be provided are as follows: 1. Load forecasting for future growth needs 2. Seasonal load shift data to identify areas of concern 3. Major electrical infrastructure replacement schedule 4. Transformer inventory review and replacement schedule 5. Pole inventory review and replacement schedule 6. Underground cable inventory review and replacement schedule 7. Electric meter system replacement schedule and future system advisory 8. System situationalawareness advisory and monitoring to maintain optimal operations. 9. Opportunities and barriers for adding renewables (e.g., solar,wind,hydro, etc.). 10.Evaluate system readiness for moderate to high adoption of EVs (i.e.,residential and commercial electric vehicle charging stations) and fuel switching (e.g., gas appliances to electric appliances). 11. Projected rate impacts for all capital improvement recommendations 12.Recommendations for integration of the City's Climate and Energy Action Plan in the Electric System Master Plan https://ashlandor.org/climate-energy/climate-plan/ 13. Recommendations for integration of the City's Wildfire Mitigation Plan in the Electric System Master Plan https://edocs.puc.state.or.us/efdocs/HAQ/ro14hag91017.pdf Page 10 of 25:RFP Electric System Master Plan • Close-out tasks to be provided as follows: 1. Prepare draft of Electric System Master Plan for City staff review. • ■ Email draft to the Electric Director, Thomas McBartlett III. Thomas.mcbartlett@ashland.or.us • • ■ The draft will be reviewed internally by City staff. • ■ Additional information and/or revisions and/or services may be requested for the development of the Electric System Master Plan at this time,which may require an amendment(i.e., increase in SOW and compensation).to the contract. ■ Prepare final draft of the Electric'System Master Plan. 2. Schedule and facilitate an in-person review of the final draft of the Electric System Master Plan with the City's Electric Director, Thomas McBartlett III. • 3. Present the final draft of the Electric System Master Plan to the City Council. Assist City • staff, as needed,to obtain the City.Council's approval andadoption of the proposed Electric System Master Plan. . • • • l.. • • • • • • • • Page 11 of 25:RFP Electric System Master Plan • • • PROPOSAL CONTENTS Proposals shall provide a straightforward, concise description of the proposer's capabilities to satisfy the requirements of the RFP. Emphasis should be on completeness and clarity of content. Submissions of technical literature, display charts, or other supplemental materials are the responsibility and within the discretion of the proposer. The proposal must contain and be organized in accordance with the following section titled Proposal Contents. Theproposer assumes the sole risk and responsibility of all expenses • connected with the preparation of its proposal. Letter of Introduction /Cover Page ✓ Include a letter of introduction addressed to Thomas McBartlett III,Electric Director and signed by a person legally authorized to bind the proposer to its proposal. The letter will introduce the company and include the company name,principal contact name,physical address,mailing address,telephone number, fax number and email address. The letter of introduction may also introduce the proposal and summarize the key provisions of the proposal. . Table of Contents • ✓ Include a clear identification of the material by section and by page number. Proposal Submission Form • V Complete and include the Proposal Submission Form attached as Exhibit A. Qualifications and Experience ✓ Describe your firm's experience specifically.creating Electric System.Master Plans for electric utilities . Include the name, location,client entity, and year the Electric System Master Plans were created for each of the utilities. • ✓ Provide the names and titles of each person,their specific qualifications, credentials, level of experience (practical andeducational), and number of years' experience that will be assigned to the City's project. • V. Provide proof of licenses required to practice in the State of Oregon. Task List&Timeline • S • . V Provide the task list& timeline being proposed to complete the scope of services. (Note: The City Council meetings occur on the first and third Tuesdays of each month, excluding holidays.) . • • Page 12 of 25:RFP Electric System Master Plan • References ✓ Provide a minimum of three(3).references the proposer has/is currently providing these types of professional services. The City reserves the right to verify these references. Include the following information for each reference: • Name of agency • • Contact name of individual who can verify your performance. . • Telephone number . . • Email address . ' • Identify the services that were provided for each reference. . • Contractual Terms and Conditions . The highest ranked proposer will enter into an agreement with the City of Ashland, Oregon, in a form substantially similar to that,attached hereto as Exhibit C. • • ✓ Indicate acceptance•of the City's contract provisions found in the Personal Services • Agreement attached as Exhibit C.or suggest reasonable alternatives that do not substantially impair the City's-rights under theagreement.Some'contract terms'and conditions may be negotiable. , • . • The Certificate of Compliance attached as Exhibit B, is required to be signed and included • with your.proposal. " • • • Cost Proposal • • • IMPORTANT: The Cost Proposal(fee schedules,including any alternative pricing options)are to be submitted separately,from the technical.proposalin a sealed envelope marked"COST PROPOSAL"per the submission • instructions'on.page 16. ✓ Provide detailed costs by task and the total proposed cost to complete the project. Any and • all costs for travel, lodging and meals,will preferably be at federal per diem rates. The City • understands if the scope of services is further developed with the successful proposer,there may be additions'or deletions to the cost at that time. • Note: For-ease in preparing the detailed cost proposal, you are welcome'to add the costs and • total amount to your Task List & Timeline and submit the version with the associated costs separately with your cost proposal. ✓ Provide hourly rate fee schedule. Trade Secrets (if applicable) • ✓ If applicable,the proposer shall submit a redacted version of its proposal if the proposal being submitted in response to this RFP contains trade secrets.- • • IMPORTANT: Proposals become public information after the City releases a Notice of Intent to Award a Public Contract.It is important to submit a fully redacted copy of the proposal if it contains confidential trade secrets..A description of services being acquired by the City and the costs associated with those3services are NOT considered confidential information. • • Page 13 of 25:RFP Electric System Master Plan • • PROPOSAL SUBMISSION REQUIREMENTS • The complete written proposal is.to be submitted with multiple copies as follows: WEN I+ITaWALIIIR O+P SF • ■ One(1) original copy of the complete proposal%MAO. .�D7I+NiIiN+K ■ Two (2) additional copies of the complete proposal WQ'S�Tii BRIMISIO • Cost proposal must be submitted separately from the technical proposal in a sealed envelope as follows: ■ One(1) original copy of the complete proposal Ste-N►EaDJIpNi r 'i ■ Two (2) additional copies of the complete proposal The complete proposal, including the additional copies, are to be submitted in a single SEALED *ENVELOPE (or box)labeled as follows and received at the following address: ' • Kari Olson Purchasing-Specialist City of Ashland 90 N. Mountain Avenue Ashland, OR 97520 Contents: Request for Proposal • ELECTRIC SYSTEM MASTER PLAN . Due by: 2:00:00 PM(PST),Tuesday,June 27,2023 • Please note: Late proposals will not be considered. No exceptions. It is recommended that you request available delivery options for the City.of Ashland,Oregon area and verify that your method of shipment will arrive prior to the due date and time. • DUE DATE AND TIME: • The proposals must be received at the designated address listed above by 2:00:00 PM(PST),Tuesday, June 27,2023. Late proposals will not be considered.. Faxed or emailed proposals will not be' considered. • Period of Irrevocability ' • Proposals will be offers that are irrevocable for a period of sixty (60)days after the time and date proposals are due. Proposals will contain the name,address and telephone number of an individual or individuals with authority to bind the company during the period in which the proposal will be evaluated. • Page 14 of 25:RFP Electric System MasterPlan . • • PERSONAL SERVICES AGREEMENT (GREATER.THAN $35,000.00) •• • ' CONSULTANT: STODDARD POWER SYSTEMS • . • CITY O F. . CONTACT: Martin Stoddard ' . ASHLAN D . . • ElectrieDepartment . ADDRESS: 1600 Valley River Drive,Suite 380 9t}N.Mountain Avenue • ' Eugene,Oregon 97401 . Ashland,Oregon.97520 Telephone: 541/488-5357. TELEPHONE: 541-228-9353 . • • . . . 'EMAIL: martin.stoddardstoddardpower.com This Personal Services Agreement(hereinafter"Agreement") is entered into by and betvween the City of Ashland,an Oregon municipal corporation(hereinafter"City")and Stoddard Power Systems,(a domestic limited liability company)("hereinafter"Consultant");"for.Electric System Master Plan_ 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 fmal payment therefore, . • but not later than February 29,2024. ' . . : 2. Scope of Work: Consultant will provide 10-Year Electric System Master Flan as more fiilly set forth in the Consultant's Proposal dated June'23,2023,which is attached hereto as"Exhibit A"and incorporated herein by this reference. Consultant's services are collectively referred to in . . this Agreement as the"Work." 3. Compensation: City shall.pay Consultant the sum of$78,159.00(seventy-eight thousand one ' • . . • hundred fifty-nine dollars)as full compensation for Consultant's performance of all Work . . under under this Agreement. In no event shall.Consultant's.total of all compensation and • reimbursement under this Agreement exceed the sum of$78,159.00 (seventy-eight thousand one hundred fifty-nine dollars)without the express;written approval from the City official whose signature appears below,or.such offcial's successor in office. Payments shall be made . • within thirty (30)days of the.date ofreceipt by the City of Consultant's invoice. Should this Agreement be terminated prior to completion of all Work,payments will be made for any phase of the Work completed and accepted as of the date of termination. . . 4. Supporting Documents/Conflicting Provisions: This Agreement and any exhibits or other supporting documents shall be construed to be mutually complementary and supplementary . . • • wherever possible. In the.event of a conflict which cannot be so resolved,the provisions of this • •Page 1 of 7: PEI SOMAL SE17v;10ES AGRErivMCNT$p•T wrr•;N THE CITY OF ASHLAND AND STODDARD POWER.SYSTEMS . . i l r • Agreement itself shall control over any conflicting provisions in any of the exhibits or supporting . • documents. • 5. All Costs Borne by Consultant: Consultant shall, at its own risk,perform the Work described • above and,unless otherwise specified in-this Agreement,furnish all labor, equipment,and • materials required for the proper performance of such Work. • 6. • 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 services.to which they will be'assigned in a skilled manner and,if • . , requited to be registered, licensed, or bonded by the State of Oregon, are so registered,licensed, or bonded: . • , . 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 properly right shall vest,in and is hereby assigned . to the atty. • . 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$25,335.05.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 per£olmance 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, costs,judgments, or other damages, caused solely by the gross negligence of City. 11. Termination: • . . . . . ' a. Mutual Consent. This Agreement may be.tenmiinated 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: . . • 1. If City funding from federal,•state, county or other sources is not obtained and ' Page 2 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND STODDARD POWER SYSTEMS .• • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • O. • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • 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 - 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. 0 • 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 to ninate. 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 awritten notice of termination by the party giving notice. • . • ii. Time is of the essence for Consultant's perfoiinance 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. • 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 alreadyaccrued prior to such teiuiination 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 inimediately•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 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 fofany 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. • • Page 3 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND STODDARD POWER SYSTEMS 13. Assignment: Consultant shall not assign this Agreement or subcontract any portion of the Work • .' without the written consent of City. Any attempted assignment or subcontract without written consent of City shall be void. Consultant shall be fully responsible for the acts or omissions of any assigns or subcontractors and of all persons employed by them, and the approval by City of any assignment or subcontract of the Work shall not create any contractual relation between the assignee or subcontractor and City. • • 14. Default. The Consultant shall be in default of this Agreement if Consultant: commits any . material breach or default of any covenant,warranty,certification, or obligation under the . Agreement;institutes an action for relief in bankruptcy or has instituted against it an action for insolvency;makes.a general assignment for the benefit of creditors; or ceases doing business on a regular basis of the type identified in its obligations under the Agreement;or attempts to assign rights in, or delegate duties under,this Agreement. 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 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. . . 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 prior to • • . - commencing the Work under this Agreement. The certificate will specify all of the parties who are Additional Insureds: Insuring companies or*entities axe 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. . Page 4 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND STODDARD POWER SYSTEMS • 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. • 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: . • • • • • Page 5 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND STODDARD POWER SYSTEMS If to the City: • •' - Electric Department • Attn:Thomas McBartlett,III,Electric Director • 90 N.Mountain Avenue • • - • Ashland, Oregon 97520 . . • Telephone: 541-488-5357 With'a copy to: ' • City of Ashland . • Legal Department • 20 E. Main Street Ashland, Oregon 97520 • Telephone: (541) 488-5350 If to Consultant: . Stoddard Power Systems , , Attn: Martin Stoddard - . ,1600 Valley River Drive, Suite 380 Eugene, Oregon 97401 5 Telephone: 541-228-9353 . 19. Governing Law. This Agreement shall be governed,by the laws of the State of Oregon without . regard to conflict of laws principles. Exclusive venue fox 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, and expressly consents that,upon motion of the other party, any case may be dismissed or its venue transferred,as appropriate, so as to effectuate this choice of venue. . • • 20. Amendments. This Agreement may be amended only by written instrument executed by both parties with the same fouttnalities 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. 22. THIS AGREEMENT AND THE ATTACHED EXHIBITS CONSTITUTE THE ENTIRE • UNDERSTANDING AND AGREEMENT BETWEEN THE PARTIES. NO WAIVER, Page 6 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND STODDARD POWER SYSTEMS �I , . , . . . • . 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.BEREIN 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. 21 Certification. Consultant agrees to and shall sign the certification attached hereto as"Exhibit C"and incorporated herein by this reference. . IN WITNESS WHEREOF the parties have caused this Agreement to be signed in their respective names by their duly authorized,representatives as of the dates set forth below. CITY OF ASHLAND: STODDARD POWER SYSTEMS: , ge / - / ' ' : .%1 l;?f , ,, e;," , MaeliTavWrd By D y: Martin Stoddard(Aug 5,2023 0952 PDT) . , sep 4 L. e :ard,City IVIanager Signature , IF if , ,3 Martin Stoddard Date Printed Name . President/Principal Engineer . - • .0' c9ec7 Aug 5,Title2 ' Purchase Order No. -.--- 6. Date . • (W-9 is to be submitted with this signed Agreement) . , . APPROVED AS TO FORM: / . , ttcrney , \ 0 * ZI # oi -• . Fs ate . , . , Page 7 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND STODDARD POWBR SYSTEMS . . • • E+XIIII3IT B CITY OF ASHLAND, OREGON • City ,of Ashland LIVING All employers described WAGE below must comply withCity of Ashland laws regulating payment of a living wage. • 118112 per hours effective June 3O0 2023 • The Living Wage is adjusted annually every Ih ;dune 30 by the Consumer Price Index= • Employees must be paid a portion oftheb a sof of health cam retirement, thea employer,if the 401K,and IRS eligible t°rvirrg wage: employer hasten or More cafeteria plans(indu ing' • employees,and has received cis-ideate)benefits to the . par all hews worked met a financial assistance for the emo mployee's amount of wages, • Menace contract 6e their p> or'busiriess from the . mice co tract betiyef Cityaf Ashland over >. Note:Fix temporary and elnPID Ashland if niduhe s=tract X25,335.05; part-time employees,the exceeds0,335-051Y rnnr LafringlAiage saes not apply f If their employer is the City of to the first 1 hours waked Far all bus worked in a Ashland,Wiring the Parks in any calendar year. For month,if the employeeand,Recrea5on Department. moo deter,please see Aland Munidpa1 Case spentfvcr more of the •!n ralcufahirrg the lonng wage, •Section 312.02[) e'e emplo time in that Month employers may add thevalue . working on a proleotor For additionat information: Cali the Ashland City Rtnagefs office at 541-488-6002 or write to tlx:City Manager, • • • City tom,20 East Main Set,Ashland,OR 97520,or visit the{ ty's website at wrviw.ashland.or'.us. . Notice to Employers: This notice must be posted in areas dere it can be seen by alt employees. ' CITY OF ASHLAND •• Page 1 of I: EXHIBIT 13 EXHIBIT C , • ' CERTIFICATIONS/REPRESENTATIONS: .Consultant,•by and through its authorized . representative,under penalty of perjury, certifies that(a).the number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be issued to it and(b) Consultant is not subject to backup withholding because: (1) 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. • • /I (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 7 " purchased for the business. • • (3) Telephone listing is used for the business separate froth the personal residence • 7" . listing. V _ (4)Labor or services are performed only pursuant to written contracts. • 7 (5)Labor or services are performed for two or more different persons within a period 171 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. . . . . • Ma if S oddad . . " , Martin Stoddard(Aug 5,2023 09:52 PDT) • . Consultant's signature . Aug 5,2023 • . Date . (. . ' Page 1 of 1: EXHIBIT C ' )- 1 EXHIBIT A AfINSTODDARD 16bo Valley River Drive,Suite 380 ■ Eugene,OR 97401 • Phone(541)-228.3353 • June 23,2023 Thomas McBarlett ill Electric Director City of Ashland 90 N, Mountain Avenue, Ashland,OR 97620 Attn:Mr.Thomas McBartett Subject: Electrical Engineering Services for Electrical System Master Plan Stoddard Power Systems, LLC(SPS)is pleased to provide the attached engineering proposal for the 10-year planning master plan for the City's electric utility in accordance with the City of • Ashland request for proposal. • SPS is a small,Oregon based consulting firm with consulting engineers having many years of experience providing services to municipal utilities:We hope you get an opportunity to speak with some of our utility client references to find out more about us and the expertise and • customer service we can bring to you. • Please direct any questions regarding our proposal to Martin Stoddard per the following: Martin Stoddard, P.E. Principal Stoddard Power Systems, LLC ' 1600 Valley River Drive-Suite 380 . Eugene,OR 97401 Office:541-228-9353 ' Cell: 541-250-5646 martin.stoddardastoddardpower.com We appreciate the opportunity to be of service to the City of Ashland.We look forward to hearing from you and hope to meet you in person in the near future. Sincerely, MartinStoddard, P.E. Stoddard Power Systems, LW • • • Enclosure, Stflddard Power Syoteme,ILO www.stoddardpower oom. EXHIBIT A Request for Proposals ELECTRIC SYSTEM MASTER PLAN May 24,2023 0 ' Proposal Submission Form The undersigned proposer submits this proposal in response to the City's Request for Proposals(RPP)for Electric System Master Plan,released on May 24,2023.The proposer warrants that the proposer has • carefully reviewed the RFP and that this proposal represents the proposer's full response to the requirements described in the RFP. The proposer further warrants that if this proposal is accepted,the proposer will contract with the City,agrees to theterms and conditions found in the attached contract and RFP or has submitted terms and conditions acceptable to the City,and will provide all necessary labor, materials,equipment,and other means required to complete theworkin accordance with the requirements of the RFP and contract documents. The proposer hereby acknowledges the requirement to carry or indicates the ability to obtain the insurance required in the contract. Indicate in the affirmative by initialing here: .01.401-- The proposer hereby acknowledges receipt of Addendum Nos.1,2 , ._, to this RFP. Full legal mane of company: Stoddard Power Systems • Principle owner's name: Martin Stoddard Business Address: 1600 Valley River Drive, 5 ' . 3/11.3 Eugene,Oregon 97401 State and location ofEugene,;Oregon • company headquarters: Year business established: 2021 Telephone Number: 541 228 9353 Fax Number: N/A Email Address: rnartinstoddard@stoddardpower.com - Authorized Signature: . Printed/Typed Name: Martin Stoddard Title: Principle Engineer.,President Date: 06/23/2023 0 Page 17 of 25:RFP Electric System Master Plan ' • EXHIBIT B Certificate of Compliance Compliance with Oregon Tax Laws: • In compliance with OAR 137-047-0260(2)(e),I hereby attest or affirm under penalty of perjury:That I am authorized to act on behalf of the proposer in this matter,that I have authority and knowledge regarding the payment of taxes, and that contractor is,to the best of my knowledge,not in violation of any Oregon Tax Laws, as defined in ORS 305380. Compliance with Nondiscrimination Laws: In compliance with ORS 279A.110(4),;OAR 137-046-0210(2)and OAR 137-047-0260(2)(a)(E),I hereby attest or affirm under penalty of perjury that I am authorized to act on behalf of proposer in this matter,and to the best of my knowledge the proposer has not discriminated and will not discriminate,in violation of ORS 279A.110(l), against a minority,women or emerging small business enterprise certified under ORS 200.055 or.,against a business enterprise that is owned or controlled.by or that employs a disabled veteran as defined in ORS 408.225 in obtaining a required subcontract. Corporate Officer: By: +` Signature Martin Stoddard Print INTarne Title: President/Principle Engineer • Date: 06/23/2023 • • Page Irof 25:RFP Electric System Master Plan . I • sTo D DAR D APOWER SYSTEMS TECHNICAL PROPOSAL ELECTRICAL SYSTEM MASTER PLAN For City of Ashland, Oregon • • Date: 06123/2023 • Martin Stoddard,President Stoddard Power Systems rOtio;suitts Oar)/ 1600 VALLEY RIVER DRIVE,SUITE 380 ■ EUGENE,OR 37401 • PHONE(541)-228-9353 • J . • • • • , • •), • I - . • • • Table of Contents SECTION 1: Introduction 1.1 Project Understanding • 1 1.2 Company Profile • SECTION 2: Qualifications 2 2.1Qualifications: 2 • • 2.2 Project Staffing • ' SECTION 3: Relevant Experience • 3.1 Experience 3 3.2 Previous Work with the City of Ashland 5 SECTION 4: Scope of Work 6 • 4.1 * • Work Plan and Schedule 8 • . SECTION 5: References 9 • 5.1 References • 9 SECTION 6: Terms and Conditions 11 6.1 Contractual Terms and Conditions 11 SECTION 7: Appendix 12 • 7.1 Appendix A—Stoddard Power Systems Standard Rates 12 7.2 Appendix B—Resumes 12 •• • • • • • . • • • , . • .• • . . • TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN-12023 • . . • / I • • ( • SECTION 1: INTRODUCTION - 1:1 Project Understanding • • The City of Ashland (City) is seeking proposals for developing an electrical master plan for the City's electric utility.The City serves customers from three step-down substations-Ashland, Mountain Avenue, . and Oak Knoll,with a total of 10 feeders currently serving approximately 13,000 customers(meters). • Mountain Avenue Substation was recently purchased by the City from BPA.The other two substations are owned.by PacifiCorp. In the past ten years,the City has implemented various upgrades to the system but significant growth from new developments along with the age of some of the electric assets has • • resulted in the need for an evaluation to determine prioritized improvements to allow the system to serve the City's customers while supporting growth without overstressing components. • This proposal is organized based on the required submittal contents. Section 1 presents our• understanding of the project. Section 2 summarizes our experience and qualifications and describes the structure of our project team.Section 3 describes the scope of work(task list)and timeline to complete the Electrical System Master Plan.Section 4 provides similar projects performed by the project team and their associated references. Section 5 introduces our assumptions and cost estimate. • . • 11.2. Company Profile • • • Stoddard Power Systems, LLC (SPS) is a Veteran Owned Small Business home based in Eugene, Oregon serving power generation,utility;industrial, and heavy commercial customers throughout the. United States. Our staff consists of a group of professional engineers (licensed in Washington,Oregon, Alaska, Florida, California, Montana, Idaho, New Mexico,and Texas)and power systems experts with many decades of experience.Stoddard Power Systems offers a variety of electrical engineering services including'power system design, electrical analysis and studies,troubleshooting,failure analysis,controls, and more. Our team•is proficient in all elements of utility engineering services including substation design, • distribution design(overhead and underground),transmission design, protective relaying, planning studies, risk mitigation plans, power factor correction,interconnect studies, power systems analysis, and SCADA design and integration. • • • • • • • • TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN-2023 • 1 of 12 • . SECTION 2.: QUALIFICATIONS •• -, — `+'= 4*f'^..c i7 e a1 'rF` t# '1_i."fit e r"w3;,-.. '` ..14 2:'i •� Qualifications . . . . • Stoddard Power Systems is a qualified engineering firm providing consulting services to utility and other • clients;We regularly provide system,planning analysis for utility clients.Our typical approach includes an early comprehensivereview with the customer to ensure a clear project definition and expectations.For this project the objective is well defined as evaluating the existing electrical system,load forecast,and . . major equipment inventory to develop a system improvement/upgrade plan.Additionally,our engineers .. • have many years of experience providing system planning studies and engineering services directly to the City of Ashland and we will be able to.begin the project with an extensive knowledge of the City's 'system. However,we willalso take this opportunity to take a fresh look at the City's infrastructure and . needs to ensure the recommendations presented are optimized for the current and expected needs. • . 2.2 Project Staffing . Our project team will consist of the following'personnel with their specific roles and expected project utilization. Resumes of significantteam members are included in Appendix(Section 7)..We do not anticipate services from any sub-consultants. . Martin Stoddard,P.E.(10%)—Project Manager, Engineer of Record. JIajla•Song,P.E.(50%)--Lead Project Engineer. •• Jerry Witkowski,P.E.(30%)—Project Engineer. •. Staff Designerlarafter!Admin(10%)—Document Drafting and Assembly . Note:Engineers'credential,experience,and proof of license(PE Licence No.)is provided in the personal resume in Appendix S. • . • Table 1:Project Team Structure Project manager!;Engineer.of Record . Martin Stoddard,P.E . • Stoddard Power • • . '.10%allocated to`project • • Admirustratt'v•e,+ , Electrical Engineers Sub-Consulting Engineers. Design!DraftinglAdmin . • Lead Project Engineer ' , • General Office Staff Jiajia Song,P.E. . _—.• . . • • Stoddard Power Systems Stoddard Power Systems • . f0%allocated to projest • 50%allocated to project . . Project.Engineer . Jerry Witkowski,P.E: • . Stoddard Power Systems 30%allocated to project . S TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN-2022 • 2 of 12 • . 1 . r . � . SECTION 3: RELEVANT EXPERIENCE 3.1 Experience • SPS currently is the on-call engineering service provider to several municipal utilities and electrical cooperatives.The table below lists and describes several recent projects with scope elements similar to the City's project.This is a small subset of recent relevant projects completed by our.engineers. Additional project examples can be provided upon request. Table 2:List of Related Experience Project Name Project Description • City of Bandon Description:The engineers at SPS are performing an electrical 10-Years System Planning system evaluation and developing an orderly and economical 10-Years System PlanSysning m improvement plan for the City.The evaluation and capital • PlanningStuy phas] improvement plan is intended to help ensure the electrical system has the operational capacity, reliability and flexibility to meet its planning • Client: Jim Wickstrom, City of criteria. • Bandon, Electric Department Date Completed: Ongoing,to be completed in December 2023. 555 LIS-101, Bandon, OR 97411 541-347-2437 x 233- PM: Martin Stoddard Engineers: Jiajia Song City of Drain Description:The engineers at SPS performed an electrical system 10-Years System Planning evaluation and developed an orderly and economical improvement System System plan for the City.The evaluation and capital improvement plan was Study developed to help the City ensure the electrical system has the Planning Study] operational capacity, reliability and flexibility to meet its planning Client: Harold Burris, City of criteria.The study identified and recommended system improvements . Drain, Electric Department that would allow the City to supply adequate quality power to\serve 129 West C Avenue 'customers into the intermediate future(10 years),and practical Drain, OR 97435 improvements that will provide service into the long-term future.An 541-836-2037 arc-flash hazard risk evaluation was performed as a part of the project. PM: Martin Stoddard Date Completed:January 2021 - Engineers:Jerry Witkowski, Jiajia Song City of Milton-Freewater Description:The engineers at SPS performed an electrical system evaluation and developed an orderly and economical improvement 10-Years System Planning plan for the City.The evaluation and capital improvement plan was Study[Emphasis: System -developed to help ensure the electrical system has the operational Planning] capacity, reliability and flexibility to meet its planning criteria.The study identified and recommended system improvements that will • Client: Mike Watkins, City of allow the City to supply adequate quality power to serve customers Milton-Freewater into the intermediate future (10 years),and practical improvements 722 S Main St. Milton- that will help In providing service into the long-term future.An arc-flash Freewater, OR 97862 hazard risk evaluation was performed as a part of the project. 541-938-5531 Date Completed:June 2020 PM:Jerry Witkowski • TECHNICAL PROPOSAL FOR ELEC7RICAL SYSTEM MASTER PLAN-2022 3 of 12 Project Name Project Description • Columbia Basin Electric Description:The engineers at SPS performed an electrical system Cooperative evaluation and develop an orderly and economical improvement plan • for CBEC.The evaluation and capital improvement plan was intended 10-Years System Planning to help ensure the electrical system has the operational capacity, Study[Emphasis:System reliability and flexibility to meet its planning criteria.The study • Planning] identified and recommended system improvements that will allow the Client: Brian Kollman, Coop to supply adequate quality power to serve customers into the Columbia Basin Electric - intermediate future(10 years),and practical improvements for long- Cooperative term future operation. 171 WLinden Way. Date Completed: February 2015 Heppner, OR 97836 541-676-9146 PM:Martin Stoddard ' • Lane Electric Description:The engineers at SPS performed anelectrical system 10-Years System Planning evaluation and develop an orderly and economical improvement plan • 10-Years psms:System for Lane Electric.The evaluation and capital improvement plan-was . Study Planning] intended to help ensure the electrical system has the operational • capacity,reliability and flexibility to meet its planning criteria.The Client: Doug Stockdale, Lane study identified and recommended system improvements that would Electric, allow Lane to supply adequate quality power to serve customers into 787 Bailey Hill Road the intermediate future(10 years),and practical improvements that Eugene, OR 97402 should be valid to provide service into the long-term future. Phone:541-484-1151 Date Completed:July 2014 PM: Jerry Witkowski . Vera Water and Power Description:The engineers at SPS performed an electrical system evaluation and develop an orderly and economical improvement plan 10-Years System Planning for VERA.The evaluation and capital improvement plan was,iintended r Study[Emphasis:System to help ensure the electrical system has the operational capacity, Planning] reliability and flexibility to'meet its planning criteria,The study . Client: Kevin Wells,Vera identified and recommended system improvements that would allow Water and Power Vera to supply adequate quality power to serve customers into the ' 601 N Evergreen Rd. intermediate future(10 years), and practical improvements that should Spokane Valley, WA 99216 , be valid to provide service into the long-term future. . • Phone:509-924-3800 ' • Date Completed:June 2014 PM:Jerry Witkowski - City of Ashland • Description: Following the preparation of a 10 Year Planning Study, Hersey Street the engineers at SPS developed a design for approximately 1.2 miles- Her Project eUnderground of multiple conduit underground 15-kV feeder circuits from the . Mountain Avenue Substation along Hersey Street to N. Main Street, a . Underground Feeder Design] .busy residential-and commercial area.The work included underground - Client:Tom McBartlett, City of circuit ductbanks details and vault designs,with contract document . Ashland, Electric Department preparation consisting of drawings and technical specifications for . 90 N. Mountain Avenue - bidding. Prepared cost estimates and assisted with Contractor award. Ashland, OR 97520 . Project Total Cost: -'$1.4M - 541-552-2314 • ' PM: Martin Stoddard Date Completed: October 2019 Electrical Engineers: Jerry . Witkowski, - , TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN-2022 .4 of 12 • 3.2 Previous Work with the City of Ashland SPS engineers Martin Stoddard,Jerry Witkowski, and Jiajia Song have been providing engineering ' • services to the City for several decades.,The following is a short list of some of the significant projects • completed with the City. . • On-Call Engineering Service Provider,for over two decades. Providing engineering support to the • .Electric Department on various equipment sizing, design, protection setting review, large subdivision development, large EV charge station;line extensions,residential/commer'cial PV source interconnection, . technical document development/update, grant application,etc. . Wildfire Mitigation Plan,2022.The intent of the wildfire mitigation plan is to document and review the City's existing wildfire policies and procedures and develop an up-to-date wildfire mitigation plan that , . meets all requirements of the 2021 SB 762 and Oregon Public.Utility Commission(OPUC).The overall • objective of developing and executing a.wildfire mitigation plan is to minimize possible sources of ignition, ) improve the system resiliency of the electric network, and identify and correct ineffective procedures. City of Ashland Hersey Street Underground Project,2019. Following the preparation of a 10 Year Planning Study,the engineers at.SPS performed design for approximately 1.2 miles of multipleconduit underground 15-kV feeder circuits from the Mountain Avenue Substation along Hersey Street to N.Main Street,a busy residential•and commercial area.The work included underground circuit detail ductbanks . and vault designs,withtcontract document preparation consisting of drawings and technical specifications for bidding. Prepared cost estimates and assisted with Contractor award. • Oak Knoll Substation Feeder Controller Upgrade,2018; Engineering design to replace the feeder • protection controllers with-Cooper Form 6, and provide updated.protection and control settings. • City of Ashland PV Generation Interconnect Analysis,2017.This project is a review of options, . . interconnect feasibility,and cost estimate for adding a large-scale PV generation facility and connecting it into the City's existing electrical distribution system. - Mountain Avenue Substation Expansion,2010. Engineering design to add three additional feeders to . • , • the MAS substation,including distribution rackexpansion, control and protection design, etc. . Reeder Gulch Hydro Power and Control Upgrade,2009. Engineering design of new generator switchgear and all controls. Control equipment included new protective relays,.PLCs, HMI Touchpanels, . • auto synchronizers, inverters,and all associated controls.We also provided complete control • .programming and startup and•conimissioning of the system, _ 10-Years System Planning Study,2013. The engineers at SPS performed an electrical system • evaluation and develop an orderly and economical improvement plan for the City.The evaluation and capital improvement plan was intended to help ensure the electrical system has the operational capacity, reliability and flexibility to meet its planning criteria.The study identified and recommended system improvements that would allow the City to supply adequate'.quality power to serve customers into the . intermediate future(10 years),and practical improvements that should be valid to provide service into the long-term future. Ashland Substation Feeder Controller Upgrade,2011. Engineering design to replace the feeder ' protection controllers with Cooper Form 6, and provide updated protection and control settings. , 10-Years System Planning Study,2003.The engineers at SPS performed an electrical system evaluation and develop an orderly and economical improvement plan for the City.The scope was identical to the one discussed above for 2013. . TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN—2022 • 5 of 12 1 1 • • • • SECTION 4: SCOPE OF WORK ' . Our typical approach for a system planning study for small utility systems is to provide evaluation and analysis for a 10-year span. Specific elements include: • Data Collection: Perform a.walk-through of the City's electrical network with the City's Electrical . Department to document system conditions for all major components.Inspection will include an • evaluation of condition.We also work with City personnel to obtain system protection data including major fuses and relays as well as historical meter data from the City and BPA. Load Forecast: Evaluate the City's system-wide growth patterns based on historical,recent• ' (prior 10-year period)and expected future growth, from data provided by the Electric Department • • and population/load projections from the City and BPA. Evaluate past electric energy and • demand usage,in the month and seasonal patterns,to forecast future loading to be presented in summation tables.This data will be used to estimate feeder and substation peak loading through system analysis and to determine recommended system improvements. • System Planning Criteria: Establish'realistic planning criteria and objectives upon which short- • term and long-term planning should be based.These planning standards are used to determine loading guidelines,the appropriate level of backup under outage conditions, economic conductor • 'sizes,acceptable voltage drop levels,and improvement timing. • Transmission and Substation Evaluation: Evaluate the existing transmission system facilities ' serving the City for interconnection and switching flexibility, looping capabilities,isolated • . segments, and overall operation and performance for power supply and delivery to the City's facilities.Also,evaluate the existing substation points-of-delivery for equipment ratings, capacities,and configurations.This effort is to include consideration of reliability, protection ' . components, protection philosophy, interruption frequency and duration, power availability and . the ability to serve growth,and operation and maintenance programs: . . • • Analysis of the Existing System:Evaluate the ability of the existing electric system to provide • . • • economical, high-quality service in terms of component loading,voltage levels,line losses, power • factor,and reliability in the short-term and intermediate future.This effort includes a review of the • ' existing system performance'based on the following criteria to identify and determine cost- . effective measures that can improve system performance:• . o 'System reliability ' o System capacity • . o System flexibility . . o System and feeder peak loads • . • o System construction practices • • , " • o Operation and maintenance policies .• S o Environmental sensitivity I •o System equipment aging • S • • 5 o identification of trouble spots and poorly performing equipment ' • .o Review adequacy of system record keeping . . Major Equipment Inventory Review and Replacement Schedule:Working with the city staff to review transformer, pole,and conductor inventory,and create a practical replacement schedule . based on the forecast and system improvement recommendations. TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN—2022 • 6 of 12 • • Other Considerations from Renewable Energy Resource Addition,Increased EV Charging Demand, Climate&Energy Action Plan, and Wildfire Mitigation Plan: o Evaluate the feasibility of adding large and small scale renewable energy sources such as solar,wind,small hydro,etc. • o Provide system improvement recommendations based on the forecasted EV addition and • associated demand pattern. o Recommendations for integration of the City's Climate and Energy Action Plan in the Electric System Master Plan . o Recommendations for integration of the City's Wildfire Mitigation Plan in the Electric -System Master Plan 0 . Power Flow Analysis:Analyze the electric system circuits using computer modeling software. The system will be modeled on a system-wide three-phase basis using the EasyPower software • package.The power flow analysis modeled the.system for the High and Low load,conditions: • The Power Flow analysis is to be performed•for the conditions noted above to identify various system configuration voltage drops, load balance, real and reactive power flows,and system losses at each system bus as labeled. Short Circuit Analysis:A short circuit analysis will be performed under the Base Case configuration to update the maximum fault availability throughout the system.The results will be presented in the Short Circuit Chapter with detailed fault data examples and analysis output reports.The short circuit ratings for all equipment will be evaluated for adequacy based on the expected.maximum short circuit currents. - Protective Device Coordination: Using the system model developed for the power flow and • short circuit calculations,the system coordination and protection will be evaluated. For each • distribution feeder a.time-current curve coordination chart showing the devices listed below will be presented: - - o Transformer damage curve o Conductor or insulation damage curve O Maximum available short circuit symmetrical and asymmetrical fault current o Time-current-curves of primary protection devices o Time-current curves of secondary protection devices o Time-current curves of major backbone,protection devices - The results will be presented in detailed tabulation with recommended'settings for existing • .protective devices. In addition, analyses of coordination charts and recommended protective device changes that will improve system reliability will be prepared and included.The • development of a fusing application guide for the sizing of downstream fuses will also be provided. • Prepare Electric System Study Report:A report summarizing the results of the study will be prepared that includes: - • • ' o Documentation Of references, planning criteria, related calculations, computer reports,, • • and techniques used in the analysis. • o Analysis and evaluation of the existing electric system, identification of•alternative improvement options and suggested areas that need focused attention. TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN—2022 7 of 12 • • o A list of conclusions,recommendations, and proposed system improvements with • projected construction timing and estimated costs. o. System maps and analysis plots showing the configurations and results of the various study cases,including recommended system improvements. 4.1 Work Plan and Schedule We will be ready to commence work within one week of notice to proceed. Based on this an approximate schedule for major tasks is provided in Table 3.This is a preliminary schedule and can be expedited or deferred as directed by the City.We will work closely with the City staff to develop a schedule that meets your requirements. Table 3: Work Schedule Task After Notice to Proceed Kickoff Meeting and Data Collection 2 Week • System Analysis 8 Weeks .) Report Development • 12 Weeks • Submit Draft Report 14 Weeks • Comments From City 16 Weeks Final Report Submission 18 Weeks • • • • • • • • • • • • • • • . TECHNICAL PROPOSAL.FOR ELECTRICAL SYSTEM MASTER PLAN—2022 8 of 12 SECTION 5: REFERENCES 5.1 References • Table 4:List of References Contact info . Services Provided Columbia Basin Electric Cooperative The engineers at SPS have provided engineering services for CBEC since 2002 Including multiple Brian Kollman I Manager of Operations substation designs,power system studies,capacitor 171 W Linden Way bank designs and programming,transmission line Heppner, OR 97836 designs,and 10-year planning studies. Phone:541-676-9146 briank@columbiabasin.com • Vera Water and Power Complete substation design in 2015 and 2016. Performed a 10-year planning study in 2014.Provided Kevin Wells I General Manager design which included provisions for easy expansion to 601 N Evergreen Rd. implement second transmission source and transformer Spokane Valley,WA 99216 bank,plus distribution rack extension.Provided design 509-924-3800 basis for other further substation improvements of other kw ellsCilv_erawaterandpower com substations with design work done by Vera's in-house engineers_We provided a complete SCADA system replacement in 2017. Monmouth Power and Light Provided engineering services for multiple developments and extensive underground design Mike Gregory I Acting Operation projects,including the feedergetaways from their newer Superintendent substation.Provided on-call support for substation 780 Echols St.S technical concerns.We are actively providing Monmouth,OR 97361 engineering services to MPL. 503-838-3526 mareaorveci.monmauth.br_us City of Drain Provided engineering services for multiple developments,power system studies,wildfire mitigation Harold Burris 1 Lineman plan,and on-call support for substation technical 431 Payton Avenue concerns.Performed a 10-year planning study in 2021. Drain,OR 97435 We are actively providing engineering services to the. 541-836-2057 City. Morel'an ci fdrain.or City of Bandon Provided engineering services for multiple developments,coordination studies, and on-call support Jim Wickstrom I Superintendent for substation technical concerns.We are currently City of Bandon,Electric Department • performing a 10-year planning study (2023).We are 555 US-101, actively providing engineering services to the City. • Bandon, OR 97411 TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN—2022 9 o!12 • • Contact info Services Provided 541-347-2437 x 233 . IwiekstWint tci.bandomor ets Northern Wasco County PUD The engineers at SPS have provided engineering services including four substation designs/upgrades Garrett Mauritson 1 Staff.Engineer (two of them are ongoing),hydro powerhouse upgrade, 2345 River Rd, power system studies,backup generator design,etc.. The Dafles,OR 97058 Phone; 541-208-3318 Garrett Mauritsonf asCatiteegi City of Mittan-Freewater The engineers at SPS have provided engineering services for CMF since early 2000 including two Mike Watkins 1 Electric Superintendent substation designs,power system studies,wildfire City of Milton-Freewater mitigation plan,and 10-year planning studies, 722SMain St. Milton-Freewater, OR 97862 Phone: 541-938-5531 fuliike,Watkinserottiof-freewatier-ems ov • • • • • • • J • TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN—2022 .' 10 of 12 J i 1• ) i SECTION .67.. TERMS AND CONDITIONS , • 6.1 Contractual Terms and Conditions • Stoddard Power Systems has a standard contract based on EJCDC contract specifications.However,we are currently under contract with the City of Ashland and have accepted the City's terms and conditions. The contract between.SPS and the City of Ashland is dated March 30,2022 and we expect similar terms and conditions will be used for this contract.Wedo not anticipate any concerns regarding contract terms. . with the City. ` • • . I I • • • • • c , • . . r - - TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN—2022 11 of 12 ti r , • • . . . . . . . . . . . • . • . . . . . • . . . . --, . . ' . . . . • .. . . . • . . . , . . . • . . • SECTION 7: APPENDIX • • . ., . . . . . ., . . • . . 7.1 Appendix A—Stoddard Power Systems Standard Rates ' • \ . . . . . . . . Attached externally. • • . . • " 7.2 Appendix B — Resumes - • . • ) . .. • • Attached externally: . . • • . . . . • . , • , . . . , . . • . . . . , . , . . . .• 1. . . . . . . . . . ... . • . . • . . . • . . . . • - . . . . . •. . . . . . . . . . . . - • . . . . . . . . . . . • . . . . . . . . ', . . . • . . . • ' . . . . . . . . . . . . . - . . _ . •• . . .• . . . . . . . . . . . . . , . . . • . • . . . . , . . . . . . - . . . , • • . . . . . . . • • . . . . . . . . . . • . . . . . . . . • • • • . . . . . . . . . . • . . , .. - . . . • • . . . . . . . -.. . . . . ,. . . . . . . . . . . • . . . . . . . . . . . • . . .. . . . . . . . . . . . . . . . . . . . . . • • . . . . . . . • • • , . • \,- . . . . . • . • . . . . . . . . . , . . • . . . . . . . _ . . . . , • . . . . . • • • • • . , ..- •. . . • . , . . . _. . . . . . . . • . TECHNICAL PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN—2022 12 of 12 . . . . • . . , . . . . . . . • ' • ' • . - • . . . y • 1 1 . • • • • • ATTACHMENT. A - ENGINEER'S STANDARD RATES • • • Stoddard Power Systems, LLC • STANDARD HOURLY BILLING RATES • • • Standard Hourly Rates are set forth in this Attachment A and include salaries arid wages paid • to personnel in each billing class plus the cost of customary and statutory benefits, general and administrative overhead, non-project operating costs, and operating margin or profit. • The Standard Hourly Rates are subject to annual review. The rates set for in this Attachment • are effective through January 1, 2024. • • SCHEDULE OF HOURLY RATES CLASS DESCRIPTION RATE EN5 Principal Engineer•. $195.00/hr EN4 Senior Engineer $160.001hr • • EN3, Lead Engineer $130.00/hr • . EN2 .• Staff Engineer $115.00Ihr • EN1/CAD Engineer/Designer/Inst Technician/Drafter $90.001hr • 0 ADMIN Office/Administrative Support $55.00/hr • EXPENSES 0 • • Direct Expenses billed at cost plus 10%. . 0 • Subconsultant invoices billed at invoice plus 10% • All materials billed at cost plus 15% • • • • • • 0/ • • • • • Page 1 of 1 . . Martin L.Stoddard,P.E. STODDARD Principle Electrical Engineer POWER •SYSTEMS Education MS,Electrical Engineering,University of Washington ES,Electrical Engineering,Oregon State University Professional Engineering Registration Oregon 70823PE Washington 51452 Montana PEL-PE-Ll C-31107 Florida 84826 Alaska 130554 Work Exnerienee Mr.Stoddard has over 25 years of experience in power system design and analysis and is the owner and president at Stoddard Power Systems,LLC:Prior to starting Stoddard Power he was the Chief Engineer and director of engineering at OS Engineering,the engineering division of Olsson Industrial Electric,where he managed a department of'-40 engineers and technicians and provided engineering support to over 200'electricians. Prior to OS Engineering he was • co-owner of CVO Electrical Systems,LLC;'a small consulting firm specializing in power system design and analysis. Mr.Stoddard was a researcher at the Pacific Northwest National Laboratory(PNNL)in Richland,Washington where he conducted research in power system analytics and control system security. Prior to PNNL,Mr.Stoddard worked as a consulting engineer at Electrical Systems Analysis(ESA)where his responsibilities included the performance of power system studies and the design and integration of electrical system LEDs and SCADA control systems. Mr.Stoddard was also a U.S.Navy Submarine Officer where he operated and maintained a submarine nuclear propulsion plant. His responsibilities included the maintenance and operation efthe 450 VAC distribution system,the mechanical systems,and the control systems associated with the ships nuclear propulsion plant. During his tour hp qualified as a Naval Nuclear Engineer and served as the ship's Assistant Engineer. Mr.Stoddard has considerable expertise in the design,programming and integration of a wide range of Intelligent ElectronicDevices GEM),Programmable Logic Controllers(PLCs),and Supervisory Control and Data Acquisition (SCADA)systems. He has also performed numerous power system studies including short circuit calculations, equipment duty evaluations,protective device coordination,arc-flash hazard analysis,and harmonic analysis. Representative Prolccts at Stoddard Power Systems 0 0 RS Kerr GSU Transformer Relocation—Lead design engineer for a design build project to relocate two 80 MVA GSU transformers from the hydroelectric darn tailrace to a new switchyard extension.Provided site plans,containment design,transmission tower design,fire walls,and 2000 A cable bus duct design. Foster Dam Electrical Reliability Upgrade—Lead design engineer for a major electrical renovation of the Foster . Dam powerhouse including new 4160V switchgear,double ended 480V substation,three 480V MCCs,1700 Ahr battery bank,redundant battery chargers,redundant preferred AC inverters,battery monitoring system,relay control panels,and a renovated and upgraded diesel generator room. • • Representative Protects at OS Engineering 0 Little Goose Station Service Transformers—Lead engineer for the prime contractor on a station service upgrade. involving the replacement of two class 1,water coaled power transformers. Responsibilities include coordinating supplier selection,submittal reviews,technical,interface with the US Army Corps of Engineers design team,writing • commissioning plans and serving as commissioning engineer. The Dalles Navlock—Lead engineer for the,electrical contractor on a complete electrical and controls replacement of The DallesNavlock system involving the replacement of a double ended unit substation,motor control centers, switchboards,and controls and drive systems for an upstream radial arm gate and a downstream miter gate. Responsibilities include coordinating supplier selection,submittal reviews,technical interface with the US Army Corps of Engineers design team,writing commissioning plans and serving as commissioning engineer. PAGE 1 OF 7 Vera Water and Power 16th Avenue Substation,Spokane,WA—Project engineer on a complete substation design for a new distribution substation with a new 115kV tap, 15/20/25 MVA transformer,regulator bank,distribution rack,- and ack,and four(4)feeders with reclosers and controls. Provided protective device relays settings,design reviews,customer training,commissioning,and final acceptance inspection. LUS NFPA 70E Training—Developed a training course and instructed approximately 35 operators and technicians in electrical safety and breaker operations associated with the Lafayette Utility System(LUS)steam and combined cycle power plants. Course instruction included topics from NFPA-70E,NESC,and other standards. Western Interlock Power Quality Study and Analysis,Rickreal,OR—Principle engineering for the investigation and correction of power system deficiencies at the plant in Rickreal,•Oregon. Power quality issues leading to system trips were investigated and a number of deficiencies were found both in the distribution equipment and service supply. . Electrician support for the project was provided by Olsson. Roseburg WM PT Analysis—Lead engineer for the investigation of PT failures on the distribution line intertie between the Roseburg Waste Management generation system and the utility distribution line. Performed system monitoring and analysis of ferroresonance conditions and provided recommended corrective actions. EWEB Crest Pump Station Design,Eugene,OR—Lead design engineering for the design of replacement distribution equipment for the utility pump station to bring the station up to code compliance. The project included a field verification of existing components,written report of recommended corrective actions,design drawings of system modifications,and services during construction. HC&S System Analysis—Lead engineer in the investigation of surge events and stability problems associated with the electrical distribution of the HC&S Sugar Mill in Maui,Hawaii. Performed detailed reviewand analysis of relaying, grounding,and transient conditions in the system and provided a detailed report with recommendations for corrective actions. Dexter Dam ERU=Lead engineer for the prime contractor on an electrical reliability upgrade involving the replacement of three double ended station service unit substations. Responsibilities include coordinating supplier selection,submittal reviews,technical interface with the US Army Corps of Engineers design team,writing commissioning plans and serving as commissioning engineer. Grace Arc-Flash Study,Albany,OR—Principle engineering for an arc-flash hazard and short circuit study for the Grace Chemical Plant in Albany,OR. Study included a complete inspection of the existing system and the development of system improvement recommendations and analysis results. RFP Missoula Forming Line—Principle electrical engineer on a new service tap and substation for a particle board forming line that included a new electrical room at the Roseburg Forest Products Missoula Particleboard plant. Included specification and design of areplacement 2000kVA substation transformer,PDC,MCCs,lighting,grounding, variable frequency drives,and metering. Responsible for all drawings,specifications,and protective device settings. Hydroelectric Powerhouse Startup,Dorena Hydro LLC,Cottage Grove,OR Designed generator high resistance • ground system,air terminal chamber,and surge protection for a two 12.47kV generator hydroelectric power plant. Performed engineering assessment of the system and commissioned the generators and protective relays. Performed analysis and design assistance for a shunt excited DC motor drive hydraulic pump for the gate operators. • Compressor Room Design and H-Frame Reconstruction,Roseburg Forest.Products,Weed,CA—Senior engineer on a new compressor room electric distribution system including retrofit of existing substation PDC to add new grounding transformer and 800A feeder to compressor room,new 800A PDC,lighting,grounding,and distribution equipment. Providedd feasibility analysis and preliminary design for the replacement of an H-Frame tower with 2400V distribution to a padmount VFI configuration. Pump 4 Disassembly and Forensic Analysis,US Army Corps of Engineers John Day Dam,Rufus,OR—Technical lead for the prime contractor on a deconstruction and forensic assessment of a 450Hp,vertical drive pump for the John Day Dam North Shore Fish Ladder system. Coordinated development of disassembly scope and let technical teams from Advanced American Construction,the US Army Corps of Engineers,and Power Engineering. • PAGE 2 OF 7 J • Substation Main Breaker Troubleshooting,Oregon State University Energy Center,Corvallis,OR-Electrical. engineer,provided technical troubleshooting when the main 20.8kV breaker(breaker 52-1)failed to close following an external fault. Identified the root cause as a remote trip and enable system with the utility supplier Paci£corp and designed a seal in annunciation system to provide operators indication of remote trip. • North Shore Hydroelectric Powerplant Backup Generator,Northern WASCO County PUD,The Dalles,OR— Designed a backup generator system and outdoor building to provide automated backup power for the north shore fish ladder hydro electric power plant. System included a 125kW generator;load back,transfer-switches,generator building,underground distribution,and automated load shedding scheme. Provided design drawings,specifications, . and-bid documents. • Veneer Dryer Replacement,Roseburg Forest.Products,Weed,CA—Lead design electrical engineer on a replacement Veneer Dryer and new electrical room for the RFP Weed Veneer plant Included specification and design of a replacement 1500kVA substation transformer,PDC,MCCs,lighting,grounding,and metering. Developed drawings,specifications,and protective device settings. Developed short circuit model for system analysis. • Stud Mill and Mill A Load Flow Study,Seneca Sawmill,Eugene,OR—Senior electrical engineer for a load flow study of the Seneca Sawmill Stud Mill and Mill A medium voltage feeders and Substation Al,A2,and A3 480V distribution. Coordinated metering points,data collection,analysis and reporting for the load flow analysis. Provided written report of analysis results. Board Edger Replacement,Dillard Sawmill,Roseburg Forest Products,Dillard,OR—Lead design engineer a new MCC room and high resistance ground system for a replacement board edger. Designed included PDC retrofit, 1200A • MCC,lighting,auxiliary systems,lockout•panels,cable and conduit schedules,and substation"high resistance ground system. Provided stamped design drawings and components specifications. Modeled system in EasyPower and provided coordinated protective device settings. Mill Load Flow Study,Weed Veneer Plant,Roseburg Forest Products,Weed,OR—Senior engineer a mill wide load flow study. Included data collection for most major 2400V feeders and 480V substations. Provided a written report detailing system loading and recommendations for system improvements. • Class T,Division I,Chemical Storage Building,Roseburg Forest Products,Dillard,OR—Senior engineer for the design of electric distribution for a hazardous material storage building. Design included sealed Class I,Division I electrical distribution and lighting. Provided stamped design drawings. Non-Combustible Gas Tower Grounding,International Paper,Springfield,OR—Lead design engineer for the grounding and lightning protection of a NCG lattice tower. Provided stamped designdrawings with grounding and - - lightning protection details and equipment bill of materials. Distribution Improvements Feasibility Study,Timber Products,Yreka,CA—Provided feasibility analysis and preliminary design of replacement medium voltage service and main 480V substations. Design included medium voltage feeders,substation transformers,and main power distribution centers. 69kV Breaker CT Replacement,Weed Veneer Plant Substation,Roseburg Forest Products,Weed,CA— Provided engineering assistance in the replacement of bushing current transformers on a 69kV substation breaker. Engineering assistance included coordination of metering accuracy,secondary circuit verification,breaker SF6 evacuation,and post replacement testing. The Dalles SCC Functionality Modifications,US Army Corps of Engineers The Dalles Dam,The Dalles,OR— Senior engineer for the design of a replacement annunciation system,governor controls upgrade,main unit metering, and redundant governor PLC network architecture for The Dalles dam. Design services included a 30%feasibility design report and review,60%preliminary design report and review,and 100%complete design and review. Paper Machine#2 Transformer Replacement,Georgia Pacific,Halsey,OR—Designed a replacement transformer system and enclosure with medium voltage primary disconnect,four 1000kVA 12.47kV to 480V transformers,and primary and secondary fusing. Design included equipment specifications and detailed drawings. PAGE 3 OF 7 4 • 1 1 J Preferred AC Inverter and Distribution Replacement;The Dalles Lock and Dam,US Army Corps of Engineers, The Dalles,OR—Lead design engineer for a replacement fully redundant preferred AC system for The Dalles Dam. System consisted of dual 30kVA inverters,dual 10kVA inverters,backup transformers,main distribution boards,dual feeders,and the replacement of all remote panels. Design included detailed drawings,specifications,commissioning • specifications,functional test plans,and submittal coordination. • • • • • • • • • • • • • • • • • • • • • • • PAGE 4OF7 . ' _ .,. . � l `� • Representative Projects at CVO Electrical Systems,LLC Bonneville PII2 480V Station Service Switchgear Replacement,US Army Corps of Engineers,Cascade Locks, OR—Lead engineer for the prime contractor on a station service upgrade involving the replacement of three double • ended station service unit substations. Responsibilities include coordinating supplier selection,submittal reviews, technical interface with the US Army Corps of Engineers design team,writing commissioning plans and serving as commissioning engineer. Specific engineering scope included transient analysis for vacuum breaker switching • transients,customized switchgear layout and design,relaying and transfer control programming,fiber optic arc-flash detection design,air terminal chamber design,.and the technical challenges associated with the replacement of station service switchgear in an operating power plant without a loss of service or reliability ( • GSU Substation and Relaying Replacement for The Dalles North Shore Hydro,Northern Wasco County PUD, The Dalles,OR—Lead engineer for the design,procurement,installation,and commissioning of a replacement primary unit substation and protective relaying for a 6.5MW hydroelectric power project on the north fish ladder of The Dalles Dam.Developed detailed design drawings,procurement specifications,and provided all protective relay settings. John Day Dam North Fish Ladder AWS Pump Replacement Project,US Army Corps of Engineer,Rufus,OR- Lead engineer for the prime contractor on afish ladder auxiliary water supply system replacement involving the design • and installation of a complete control building and electrical distribution system. Performed detailed designs of the • • electric distribution system including double ended substation,distribution panels,VFDs,UPS,building auxiliaries, cable vault,and pump chamber cable tray. Provided cable pull calculations for 15kV cable pulls. Coordinated all manufacturer designs. Developed commission plans and served as lead commissioning engineer. The Dalles Dam Station Service improvements,US Army Corps of Engineers Dalles Dam and Lock,Dalles,OR. —Lead engineer for the prime contractor on a major reliability upgrade to the Dallas dam hydroelectric station service system including the replacement or modification,of the majority of the medium voltage and low voltage station service distribution system. Responsibilities included coordinating manufacturer designs,submittal reviews,technical interface with the US Army,Corps of Engineers design team,commissioning plan development and serving as commissioning engineer. Lead designer for several'design build changes including new multi-zone GSU relaying for Ti transformer,, 480V transfer controls,complete DC system design,replacement unit substations FSQS and FSQ6,medium voltage lighting feeder transfer switches,and an automated control system for station service transformer cooling.. • • Detroit/Big' Cliffs Dam Electric Reliability Upgrades,US Army Corps of Engineers,Detroit,OR—Lead commissioning engineer for prime contractor on LVA and MVA equipment. Coordinated submittals,developed commissioning plans and served as commissioning engineer for replacement medium voltage and low voltage switchgear,current limiting reactors,and station service transformers. Wren Substation Relaying,Consumers Power Inc.,Philomath,OR—Lead engineer,provided protective device relay settings for replacement SEL311C and SEL787 relays installed to replace existing ABB•MSOC and older electromechanical relays at the Wren Substation. John Day Dam North Fish Ladder 13.8kV Feeder,US Army Corps of Engineer,Rufus,OR—Lead engineer for the electrical contractor responsible for new feeder taps and distribution equipment. Coordinated all engineering activities associated with two isophase bus taps,current limiting reactors,and medium voltage switchgear. Developed commissioning plans and served as lead commissioning engineer. • 2.0 MG Reservoir Improvements,Canby Utility Board WTP,Canby,OR—Lead systems integrator and electrical . engineer for the 13a'Street 2.0 million gallon reservoir expansion project. Designed and integrated level controls and PLC programming for reservoir integration into City water control.system. Reeder Gulch Hydro Power Plant Improvement,City of Ashland,Ashland,OR—Lead design engineer and project manager for the replacement of the switchgear and control system for the City's Reeder Gulch hydro power plant. Design included a fully automated autosynchronizing system and complete generator protection system. Designed and integrated a SCADA system utilizing the City's existing fiber optic network integrating substation IEDs,hydro generation controls,and remote capacitor banks. Provided analysis and settings for feeder sectionalizing with new reclosers for the power plant tie. Developed commissioning plans and served as lead commissioning engineer. • Power System Study,Providence St.Vincent Medical Center,Portland,OR—Lead engineering for an arc-flash • hazard and short circuit study for normal and emergency systems for the Providence St.Vincent Medical Center • PAGE 5OF7 • • • Campus including Critical Care,West Pavillion,Main Hospital,East Tower,Surgery Tower,and East Pavilion • buildings. The study involved the development,field verification,and analysis of an800 bus model in SKM software. Backwash Pond System Improvements,Canby Utility Board WTP,Canby,OR—Lead systems integrator for the integration of new backwash pond controls,river intake pumping,raw water quality,washwater control,and remote pump station controls. Included Cimplicity HMI programming,GE Series 90-30 PLC programming,Homer PLC and touchpanel programming,wireless network integration,and replacement autodialer system. Condon Substation and 115kV Conversion Project,Columbia Basin Electric Cooperative,Heppner,OR—Project engineering in a conversion project to increase transmission voltage from 69kV to 115kV. Project included • replacement of Condon Substation transformer and backfeed of Sniption Substation. Represented the utility at factory • witness testing at the transformer manufacturer facility. Provided replacement substation relaying design and assisted with replacement circuit switcher and transmission line design. SCADA System Integration,Consumers Power Inc.,Philomath,OR—Provided SCADA system integration and design for Wonderware control'system. Integrated multiple TED platforms and maintained the SCADA system covering the complete utility system. Integrated new,motor operated transmission disconnects and new Lebanon Substation relays. . . Power System Study,Hickam Air Force Base,ISI—Lead engineer for the performance of a complete power system study including short circuit evaluation,protective device coordination,load flow analysis,and arc-flash hazard • • analysis on a newly constructed C17 hangar and maintenance shop. • Motor Start Analysis,Columbia Basin Electric Cooperative,Inc.,Heppner,.OR—Provided computer modeling of the distribution system under multiple scenarios for motor start evaluation and power flow analysis. Provided feeder improvement recommendations to allow anticipated system growth. • Water Treatment Plant Expansion,Canby Utility Board WTP,Canby,QR—Lead systems integrator for the Water•, Treatment Plant Expansion project and Backwash•Pond project with responsibilities including.programing GE Series • 90-30 PLCs,Homer PLCs,PLC communications with GE Proficy Machine Edition,and HMI programming and screen development with GE Cimplicity HMI. Provided startup and testing assistance including PID loop tuning and troubleshooting with closed loop control of high service pump VFDs. . . • Representative Projects at Electrical Systems Analysis • Generator Power Quality Analysis,Vestas-American Wind Technology,Portland,OR—Field engineer,performed data collection and analysis for wind turbine generators determining generator characteristics and measuring • characteristic harmonics of operating turbines. Project engineer in a laboratory analysis of failed capacitor banks. • EasyPower Software Analysis Instructor,Various—Provided classroom instruction to engineers on the use of EasyPower software for building system models and performing short circuit,coordination,load flow,and arc flash analysis. Provided instruction for open enrolled classes in various locations as well as custom site instruction for PPL in Butte,Montana,Colonial Pipeline in Alpharetta,Georgia,and Boise Cascade in DeRidder,Louisiana. Power System Analysis,•Century AIuminum,West Virginia—Project engineer,coordinated field data collection, developed EasyPower model,and performed analysis for a power system study including arc-flash analysis for the Century Aluminum plant in West Virginia. . Power System•Analysis,NEGT Salem Harbor,Salem,Mass Project engineer,coordinated field data collection,. • developed EasyPower model,and performed analysis for a power system study including arc-flash analysis for the NEGT Salem Harbor power plant in Salem,Massachusetts. _ • Power Factor and Capacitor Bank Placement Study,City of Milton-Freewater,OR—Project engineer,developed system models of the City of Milton-Freewater 12.47kV distribution system. Modeled system loading and power factor correction capacitor bank placement impacts for correction and voltage effects. ' Evaluation of IEEE519 Compliance at Maher Terminal,Rockwell Automation,Maher Terminal,NJ —Served as project engineer for the field data collection and harmonic analysis of DC drives on Maher Terminal cranes. Analyzed system loading conditions,IEEE 519 compliance,and voltage distortion at 26kV point-of-common-coupling. PAGE 6 OF 7 ' 1 • • Substation Relay Replacement,City of Milton-Freewater,OR—Served as lead project engineer for the design, integration,and programming of replacement substation feeder relays from older electromechanical relays to modern microprocessor based SEL351S relays. • SCADA System Integration,Canby Utility Board,Canby,OR—Lead engineer providing innovative SCADA system integration for the substation automation control system including fiber optic system interfacing with Intelligent Electronic Devices(IEDs),IED programming and configuration,report generation,time synchronization,and WonderWare Human Machine Interface(HMI)configuration. • Municipal SCADA System Replacement,City of Milton-Freewater,OR—Served as lead project engineer for the design and integration of a complete distributed SCADA control system for the upgrade of the City's Electric and Water systems utilizing an Ethernet backbone on a fiber optic network. Provided computer simulation modeling of . distribution feeders and customer motors for the determination of motor starting effects on system parameters. Coordinated and programmed substation distribution breaker controllers and transformer protection relays. Interconnection Study,Boise Cascade,Medford,OR—Project engineer,developed one-line diagrams of the plant electric distribution system and assisted in the completion of a small generating facility interconnection request for interconnection with the Pacific Power and Light distribution system. • Power System Analysis,Alcoa Corporation—Intalco Works,Ferndale,WA—Project engineer,performed computer calculations for Arc Flash hazard determination and Personnel Protective Equipment(PPE)requirements for .the electric distribution system of a large aluminum smelter-facility. Power System Analysis,Georgia Pacific,Camas,WA—Lead engineer for a short circuit,coordination,and arc-flash study of the Camas Mill in Camas,Washington. The study involved the development of an over 400 bus model and the analysis of electrical equipment from 69kV down to 208V. Power System Analysis,Hawaiian Commercial and Sugar Company,Maui,III—Project engineer,provided computer simulation of high,medium and low voltage systems for power flow and short circuit analysis of the HC&S power distribution system. Created Time Coordination Curves(TCCs)for the coordination study of all major breakers and relays. • Generation Intertie Relaying,Roseburg Forest Products,Roseburg,OR-Project engineer,programmed and interfaced the cogeneration plant Siemens meters and the intertie SEL-311C'relays. Provided computer simulations evaluating system alterations and providing updated short circuit study data. Power System Analysis,City of Blaine,Blaine,WA.—Project engineer,provided a computer model of the City's distribution system for load flow and motor starting analysis,and for protective device coordination. • • • • • PAGE 7 OF 7 • 1 - Jiajia Song,Ph.D.,P.E. STO D DAR D Senior Electrical Engineer 'POWER SYSTEMS Education • Ph.D.in Electrical Engineering,Oregon State University S.S.in Electrical Engineering,Zhenngzhou University of Aeronautics,China Professional EneineerineReeistration' Oregon 9066IPE Washington 20110017 California 132443I Texas 138215 Work.Experience Mr,Song is a Senior Electrical Engineer at Stoddard Fewer-Systems with more than ten years ofexperience engineering research,analysis,and design of electrical systems from transmission down to distribution levels.He is the lead engineer in the engineering analysis group.Prior to joining Stoddard Power Systems,Mr_Song worked at OS Engineering/Olsson.Industrial Electric as an Electrical Engineer directly after graduating from Oregon State University in 2015.During his time at OS Engineering,his roles and responsibilities mainly focused on designing utility and industrial electrical systems,power system studies(including arc-IIash,short circuit,load flow,protective protection, harmonic analysis,transient stedies,and NERC PRC compliance analysis),system planning and feasibility studies, and she investigation and data collection. • Mr.Song also worked as a Research&Teaching Assistant at Oregon State University from 2010—2015.His research specialized in dynamic modeling of power system cascading outages and mitigation schemes,energy storage,and PMU placement in various applications.Mr:Song has published multiple technical papers in IEEE journals and conferences. Representative Projects VERA Water and Power,16th.Avenue Substation,Spokane,WA—Project engineer participating in the transformer and circuit switeber control schematic,station service,protective setting,and control panel design. Columbia Basin Electric Coop.,Fossil Substation,lieppner,OR—Project engineer participating ht the transformer • and circuit switcher control schematic,station service,protective setting,and control panel design. Columbia Basin Electric Coop.,Sand Hollow Substation,peppier,OR—Project engineer participating substation structure and foundation,transformer and circuit switcher control schematic;station service,.protective- setting,and control panel design. • Providence St.Vincent Medical Center,Power System Study,Portland,OR--Project engineer for an arc-flash risk assessment and short circuit study for both normal and emergency soeharios:The study includes field data collection, model development&verification in SI(M,analysis,and reporting the findings such as code violation,protective device miscoordinatioe,over-duty equipment,etc. Oregon State University,Corvallis,OR—Project engineer for an arc-flash risk assessment and shunt circuit.study: • The study includes field data collection,model develupinent&verifcation in EasyPower,analysis,and reporting fndings.such as code violation,protective device miscoordination,and over-duty equipment. Old Castle Materials;River Bend Sand and Gravel,Salem,Olt—Project engineer for a power system study including data collection,modeling,arc-flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. ' Old Castle Materials;Eugene Sand and Gravel,Eugene OR—Project engineer fora power system study including data collection,modeling,are-flash risk assessment,short circuit study,and ecjuipment duty analysis for various scenarios. ATI Cast Products,Building II,Salem,OR—Project engineer for a power system study including data collection, modeling,arc-flash risk assessment,short circuit Study,and equipment duty analysis for various scenarios, LSQ System Study,USAC E,The Dalles Dam-Project engineer for an arc-flash risk assessment and*short circuit PAGE1OF3 • study for various scenarios.The study includes data collection,model development&verification in SKM,analysis, and reporting the findings such as code violation,protective device miscoordination,over-duty equipment,etc. Seneca Sawmill,Eugene,OR—Project engineer to provide engineering support for arc-flash risk assessment and protective device coordination settings while the project progresses. 57th St.Pump Station,Springfield Utility Board—Project engineer for electrical distribution design of the pump station. Hamlin Pump Station,Springfield Utility Board=Project engineer for electrical distribution design of the pump station. • Harmonic Analysis(IEEE 519 Compliance)at FSQ2,USACE,John Day Dam—Project engineer for a harmonic analysis of three 450 hp VFDs in order to confirm that the voltage and current distortions caused by the drives,are within the acceptable limits that are specified in IEEE Standard 519. • 75MW PV Farm Feasibility Study,Columbia Basin Electric Coop.,Heppner,OR–Project engineer for an analysis of interconnecting feasibility for adding a large-scale Photovoltaic(PV)generation facility into the Columbia Basin Electric Cooperative's(CBEC's)transmission system. 10MW PV Generation Interconnect Analysis,City of Ashland,OR–Project engineer for an analysis of interconnecting feasibility for connecting a large-scale Photovoltaic(PV)generation facility into the City's existing electrical distribution system.This engineering investigation evaluated integrating photovoltaic systems with different • generation outputs ranging between 2.5 MW and 10 MW. • Grain Millers,Eugene,OR-Project engineer for a power system study including data collection,modeling,arc-flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. Van's Aircraft,Aurora,OR-Project engineer for a power system study including data collection,modeling,arc-flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. Northern Gold Foods,Junction City,OR–Project engineer to support the industrial power distribution design for a large food processing plant hi compliance with NEC and NESC codes. • MGC Pure Chemicals,Forest Grove,OR–Project engineer to support the industrial power distribution design for a Mitsubishi chemical processing plant in compliance with NEC and NESC codes. NORPAC Foods Inc.,Brooks,OR-Project engineer for a power system study including data collection,modeling, arc-flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. SENECA Sawmill,Noti,OR-Project engineer for a power system study including data collection,modeling,arc- flash risk assessment,short.circuit study,and equipment duty analysis for various scenarios. Weyerhaeuser TOPS Facility,Springfield,OR-Project engineer for a power system study including data collection, modeling,arc-flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. Weyerhaeuser Snow Peak,Lebanon,OR-Project engineer for a power system study including data collection, modeling,arc-flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. Montpelier Generating Station,Montpelier.Indiana–NERC PRC-025-2 and PRC-027-1 compliance evaluation of the Montpelier station to verify the load-responsive protective relay settings provide the desired protection while meeting NERC PRC requirements. • Panda Hummel Station,Selinsgrove,Pennsylvania–NERC PRC-025-2 and PRC-027-1 compliance evaluation of the Hummel station to verify the load-responsive protective relay settings provide the desired protection while meeting . NERC PRC requirements. • • Tejas Power Generation Station,Houston,Texas–NERC PRC-019-2,PRC-024-3,PRC-025-2,and PRC-027-1 compliance evaluation of the Tejas station to ensure the generator capability,voltage and frequency controls and , PAGE 2O 3 t • protection,and protective relay loadability and coordination comply with NERC PRC requirements. Shell Polymers,Monaca,Pennsylvania—NERC PRC-024-3,PRC-025-2,and PRC-026-1 compliance evaluation of the Shell Polymers power station to ensure generator voltage and frequency controls and protection,protective relay loadability,and the relay performance during power swing events comply with NERC PRC requirements. Franz Bakery,Springfield,OR-Project engineer for a power system study including data collection,modeling,arc- flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. • Springfield Utility Board,Springfield,OR-Project engineer for a power system study of their water facilities including data collection,modeling,arc-flash risk assessment,short circuit study,and equipment duty analysis for . various scenarios. • • Rainbow Water District,Springfield,OR-Project engineer for apower system study of their water facilities including data collection,modeling,arc-flash risk assessment,short circuit study,and equipment duty analysis for • various scenarios. • • Genesis HealthCare,Mose Lake,WA-Project engineer for a power system study of the Columbia Crest Center including data collection,modeling,arc-flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. . • City of Drain,OR-Project engineer for a system planning study and arc-flash study of their electrical distribution. system to ensure that the City's electrical system has the operational capacity,reliability,and flexibility to meet long- term planning criteria,as well as arc-flash exposures of their major facilities. Pleasant Valley Compressor Station,Centerville,VA-Project engineer for reliability analysis of motor fast bus- transferring,including options of transferring sources at 13.8 kV or 480 V. . Readiness Center,Tri-City,WA—Project engineer to support the commercial power distribution design for a military readinesscenter in compliance with NEC and NESC codes. • • • Stella Jones,Tacoma,WA-Project engineer for a power system study including data collection,modeling,arc-flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. • WR Grace,Albany,OR-Project engineer for apower.system study including data collection,modeling,arc-flash risk assessment,short circuit study,and equipment duty analysis for various scenarios.' . Lafarge,Eugene,OR-Project engineer for a power system study including data collection,modeling,arc-flash risk assessment,short.circuit study,and equipment duty analysis for various scenarios. Parker Hannifin,Eugene,OR Project engineer for a power system study including data collection,modeling,arc- flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. • Seneca Sawmill,Eugene,OR=Project engineer for a power system study including data collection,modeling,arc- • flash risk assessment,short circuit study,and equipment duty analysis for various scenarios. • Seven Feathers Casino,Canyon-Ville, JrProject engineer for P a.poWEI system study including data collection, modeling,arc-flash risk assessment,,short circuit study,and equipment duty analysis for various.scenarios. • Newark Energy Center,Newark,NJ—NERC PRC-019-2 and PRC-024-3 compliance evaluation of the Newark facility to ensure properly coordinated voltage protective system settings,generating unit controls,limit functions,and . equipment capabilities per the requirements of NERC PRC-019-2 and PRC-024-3. • • Green Country Energy,Jenks,OK—NERC PRC-019-2 and PRC-024-3 compliance evaluation of the Green Country . . facility to ensure properly coordinated voltage protective system settings,generating unit controls,limit functions,and • equipment capabilities per the requirements of NERC PRC-019-2 and PRC-024-3. . • PAGE 3 OF 3 . . . . . . . . . . . . $. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . • • . . . . . .. . , 1 . . . . . . • .I • . • . . . . . .. . . . . • . . . • . . . . • • .. . ,. • • . . . . . , , • . . . • . , . .. • . • • . . • . . . . -.. . . . . . . . . . . . • . . . I . . . 1 • . • . • • r . • , • . . . . . - • • . . / . . . .. . • • . . • •• . . • .. . . . . . • . • . . • • . . . . . . . . . • . . . . . .• . . • • . . . • . . • • . •. . . • . . , . . . .. . . . • • . . . • • • .• . . . .1 • . •. • • . . • . . . • • • . . . , • . . . • . . . . . . . ... • , , . . . . .. • , . . . . . . . • . •-. • . . • . . • . . . • . •- . • . • • . . . . . . . . . . • , . .. . • . . • • . • . . . . • . • . r . , . . . . . . . . . . . . . . . . . . . . • . , . . . . . . . . . . . . . , . . , . , . . • . . . - . . . . . . . . . . . . . . . . . r . . . . , . . . . . ' . . . . . . . . . . . . . . . . . . . . . N . . . . . . . . . . . . . . . . • . . . . . . . . . . . . . . . . . . . . . . . • II . . . . . . . . . . . . . . . . . . . I . . . . . . . . . . - . . . . . . • . . . . . . . . . • . . . r . . . . . • . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • . • . . . . . . . . . . • . . . . . . . . . . . . . . . . . . . . . . . i . . • . . . L. . . . . . . . . , .• . . . . . . . • . 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . , . . . . . . . . . . .• , . . . . . . . . . . . . . . . • . • . . • . . . . . . . . . . . . . . . • , . . . . • . . . . . . . . . . . . . . . . . . . . , . • . . . . . • . . I I • . . . _. ( . . . . . . . . . .. . e . . . . 1 • . . . . . . . . . . . . . . . . . . . . , . . . . . . . e . . . . . . . . e . , . . . . I . • . . . . . . . .• . . • . . . . . . . . . . . . . . . . . . . . . . . • . . . . . . . • . - . . . . . . . . . . . . . . • • • Jerry D.Witkowski,P.E. esToDDARD Senior Electrical Engineer POWER SYSTEMS Education• B.S.in Electrical Engineering,Oregon State University Professional EnnineerineRegistration Washington 30577, Oregon 16733PE, CaliforniaE14639,Idaho 7872, New Mexico 13273 • Work Experience Mr:Witkowski has been providing electrical utility,industrial design and study services for the past 38 years,His design involvement includes detailed design,project management and Iead engineering experience in transmission, substation,and overhead/underground distribution.systems.He has unique underground design experiences which include multiple circuit arrangements up 6 miles in length;and distinctive aspects such as,routes paralleling and crossing scenic highways,1-5 crossings,river crossings,railroad crossings,bridge crossing,unique bore and casing crossings,wetland and cultural conditions requiting archeological an-site excavation investigations. He has also provided many unique design services including special grounding applications,SCADA systems,var control,system voltage conversions,and various co-generation interconnection design's.His engineering services have included technical specification and contract document preparation,contract review,award recommendations,cost estimating,construction scheduling,management and on-site resident services.He has also performed many electric utility system planning studies,system analysis,and protection studies,plus various specialized studies for utility and industrial clients.These studies typically contain the following tasks:growth forecasts,existing system evaluation, establish design criteria,system power flow and short circuit analysis;protective device coordination,improvement alternatives,recommendations and improvement plans,plus associated costs estimates. Representative Projects(Reduced,additional examples available upon request) Tahoe-Donner Association,Truckee-Donner,PUD: Underground Feasibility Study,Trackee,CA—This project although completed in 2006,is very similar to The Dallas Utility Undergroimding Feasibility Study described in the NWCPUD RFP.This work involved determining an approach to underground all utility overhead infrastructure in a heavily wooded mountainous area adjacent to the Tahoe National Forest consisting of over 7,000 homes,and local commercial facilities.The overhead facilities included the POD's electric primary,secondary and service circuits,two communication company facilities and the utility's SCADA system.The work involved determining underground design plan and elevation configurations without interfering with existing below grade infrastructure,cost estimates, construction phases and scheduling,complications,cost sharing and potential approaches to funding. • • •• Dufttr Substation and System Voltage Conversion,City of:Du fur,OR—NWCPUD • Performed design,contract documents and technical specifications for the substation voltage conversion and upgrade which included major equipment and Contractor award,field construction inspection,and startup services.Substation equipment was arranged with a flexible switching open-rack outdoor configuration.All components and control systems utilized modern state state-of-the-art technology.This project included design and sequencing for voltage conversion of the entire Dufur community. .. . West rd Street Substation,City of the Dalles,OR--NWCPUD Performed design,contract documents and technical specifications for the substation new control house and relay/control conversion,which included major equipment and Contractor award,field construction inspection;and startup services. Substation and Transmission Line Design,Columbia Ridge Substation,\VA.—Prepared.siibstation and • transmission line design for a Waste Management Columbia Ridge 25 MW gas-to-energy co-generation facility to interface with MEC/EPA,including the 115 kV x 4.16 kV substation design with a connection to the generator facility and 4 miles'115 kV pole design to interconnect with CI3EC and EPA. PAGE t OF 2 • • • • • • Mountain Avenue Substation Distribution Rack Design,City of Ashland,Ashland,OR—Performed design for the ' expansion of the City of Ashland,Mountain Avenue Substation distribution rack including site-work,structure details, sectionalizing devices and controllers,control house modifications and feeder getaways.Services included controller configuration,settings and programming in addition to SCADA system configuration to implement fiber-optic communications.The project included complete contract document preparation with technical specifications for material procurement and construction. • City of Milton-Freewater,Milton Substation,Milton-Freewater,OR—Performed design for the expansion of the Milton Substation including site-work,structure details,sectionalizing devices and controllers,control house ' modifications and feeder getaways.Services included controller configuration,settings and programming in addition to SCADA system modifications.The project included complete contract document preparation with technical . specifications for material procurement and construction. Monmouth Power and Light South Substation Getaways and OR99W Underground Projects,Monmouth,OR= . Performed design for six underground 15 kV substation feeder getaways,including four miles of congested underground routed circuit detail ductbank and vaults design,with contract documents and technical specifications for Contractor construction.More recently performed design for approximately one(1)mile of multiple conduit underground 15 kV feeder circuits along State Highway OR99W and through the congested Monmouth downtown commercial area.The work included underground circuit detailed ductbanks and vaults designs,with contract document preparation consisting of drawings.and technical specifications for bidding purpose,cost estimates and contract award. • Canby Utility Westcott Substation and Knights Bridge Substation Projects,Canby,OR—Performed design, contract document and technical specifications preparation for Owner furnished equipment and Contractor award,site inspection,and startup services for the 115-57 x 12.47/7.2 kVA Westcott Substation consisting of two 20/26.7/33.3 • MVA transformers,feeder regulation,and ten getaway feeders.Substation equipment arrangement was a traditional outdoor configuration,consisting of main and transfer bus with considerable switching flexibility.All components and. • control systems utilized modern state-of the-art technology,allowing the non-traditional implementation of substation monitor/control functions.Performed design,contract document and technical specifications preparation for Owner furnished equipment and Contractor award,site inspection,and startup services for the 115-57 x 12.47/7:2 kVA Knights Bridge Substation consisting of a 20/26.7/33.3 MVA transformer,feeder regulation,and five getaway feeders, 16th Avenue Substation Project,Vera Water and Power,Spokane Valley,WA—Prepared 20-Year Long Range System Planning Study,after which prepared design,contract documents and technical specifications for Owner • • furnished equipment and Contractor award,field construction inspection,and startup services for the 115 x 13.8/7.9 kVA 16th Avenue Substation consisting of a 20/26.7/333 MVA transformer,regulation,and five getaway feeders. Substation equipment was arranged.with flexible switching open-rack outdoor configuration.All components and control systems utilized modem state state-of-the-art technology.The site was arranged so•that the substation could be expanded to add a second transformer bank and distribution rack. Columbia Basin Electric Cooperative,Heppner,OR—Prepared 10-Year Long Range System Planning•Study, followed by design,contract document and technical specifications for upgrades of CBEC Sniption Switch Station, Condon,Fossil,Sand Hollow and Ruggs substations,consisting of transformer replacement,circuit switcher and by- pass configuration construction and protection/metering/control and modular control building upgrades.The project included completed contract document preparation with technical specifications for material procurement'and construction.The Condon upgrade included a 10-mile 115'kV steel pole design with interconnection to BPA. City of Ashland Hersey Street Underground Project,Ashland,OR—Following the preparation of a 10-Year • Planning Study performed design for approximately 1.5 miles ofmultiple conduit underground 15 kV feeder circuits from the Mountain Avenue Substation along Hersey Street to N.Main Street,a busy residential and commercial area. The work included underground circuit detail ductbanks and vault designs with contract document preparation • • consisting of drawings and technical specifications for bidding.Also prepared cost estimates and assisted with Contractor award. • • PAGE 2 OF 2 1 .. r . triSTODDARD ' . POWER. SYSTEMS . COST PROPOSAL FOR • ELECTRICAL SYSTEM MASTER PLAN For City of Ashland, Oregon • • Date: 06123/2023 , BY: 7/At-C7-0 -g.-1---L---- Martin Stoddard, President , Stoddard Power Systems S eitfikettil Cy/ , . 1600 VALLEY RIVER DRIVE,SUITE 3B0 ■ EUGENE,OR 97401 ■ PHONE(541)-228.9353 e • Table of Contents • SECTION.1: •Fee Schedule • . • • • • • • • COST PROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN-2023 • 1 f • SECTION 1 : FEE SCHEDULE . Based on the discussed Scope of Work in the Technical Proposal,we propose to perform the 10-year planning study or electrical master plan development on time and materials not.to exceed a total of $78,159 for the base project. ' Since the City obtained Mountain Avenue Substation recently, as an optional item,SPS can provide a ' two-day of substation training for an adder of$9,800 including training materials. Compensation will be on the basis of actual hours worked and shall not exceed the cost estimate indicated without written authorization from the City.The cost estimate is based on the following tasks: Table 1:Cost Estimate ' Task . Est.Cost • Base Project Total .$78,159 • Data Collection . • . • Load Forecast • , • System Planning Criteria • • Transmission and,Substation Evaluation , • . • Analysis of the Existing System • • Major Equipment Inventory Review and Replacement Schedule . • Other Considerations from Renewable Energy Resource Addition, Increased EV Charging Demand,Climate&Energy Action Plan, and Wildfire Mitigation Plan. • • - • •Power Flow Analysis - • • Short Circuit Analysis • Protective Device Coordination • . • Prepare Electric System Study Report • • • . • (OPTIONAL) Onsite Substation Training,including the following ; $9,800. • topics: - • Substation configuration , • Transmission interface and primary equipment • • Power transformer • . . • Voltage regulator • • Auxiliary system • • Monitoring and Protection (Transformer and Feeder) • -, • Grounding • Operation and maintenance NOTES: 1)The engineering rate schedule is enclosed in Appendix A of the Tech Proposal. . 2)This base cost estimate covers all tasks listed in the scope of work. 3)-Na sub-consultant was considered inthe above cost estimate. . COSTPROPOSAL FOR ELECTRICAL SYSTEM MASTER PLAN-2023 1 of 1 t' 1-'''''''''../ a • GATE(MM/DOIYYYY) �D • CERTIFICATE • OF LIABILITY'INSURANCE • . 7121/2023' 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(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). .' • . • • PRODUCERCONTACT - NAME:. Angela Sangl 'HUB International Northwest,LLC PHONE FAX • PO Box 10167 • • • • we No.Ext):541-6B7-1117 talc,Not;541-342-8280 • Eugene OR 97440 ' • E-MAIL •ADDRESS: angela.sangl c@hubinternational.com • • INSURER(S)AFFORDING COVERAGE , NAIL It'' • • INSURER A:Underwriters at Lloyd's London • 15792 INSURED STODPOW-01 ' INSURER B:Burlington Insurance.Company • 23620 . Stoddard Power Systems, LLC ' 1600 Valley River Dr.,Suite 380 INSURER C: • . Eugene OR 97401 INSURER 0: . ' • INSURERE: ' • "• INSURER F: COVERAGES • CERTIFICATE NUMBER:62024936 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 CONDITIONSOF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN(REDUCED BY PAID CLAIMS: - . • • (NSR ADDL SUBR POLICY EFF ' POLICY EXP • . • • LIMI`r5 ' LTR TYPE OF INSURANCE INSO wvo_ POLICY NUMBER IMMIDD/YYYYI (MMIDO(YYYY) B X COMMERCIAL GENERALLIABILITY Y Y 6245004285-01 7123/2022 . 8/21/2023 EACH OCCURRENCE : $1,000,000 . X PREMISES GE TOEa occuErrence) $100,000 CLAIMS-MADE• OCCUR , MED EXP(Any one person) $5,000 • ' .• . • . PERSONAL&ADV INJURY .$1,00 000• ' . • • GEN'L AGGREGATE LIMIT APPLIES PER: - GENERAL AGGREGATE $2,000,000 . ' X PRO X LOC • • PRODUCTS-COMP/OP AGG $2,000,000 ' POLICY _JECT $Included OTHER: • • Hired Non-owned Auto - AllTOMOBILELIABILITY - • I •• (Ea accident),INGL•E LIMIT $ ANY AUTO BODILY INJURY(Per person) $ , OWNED SCHEDULED BODILY INJURY(Per accident) $ • . AUTOS ONLY • AUTOS - - - HIRED T NON-OWNED PROPERTY DAMAGE $' • - AUTOS ONLY —AUTOS ONLY (Per accident) • $ . • UMBRELLA LIAB _OCCUR' • • EACH OCCURRENCE• EXCESS LIAB CLAIMS-MADE .. AGGREGATE - -$ • - - DEO RETENTION$ $ . WORKERS COMPENSATION - PER • ERH_ • AND EMPLOYERS'LIABILITY • Y!N ANYPRDPRIETORIPARTNERJEXECUTIVE NIA • . _ El.EACH • $ •- • • OFFICERIMEMBEREXCLUDED7 • • (Mandatory Itt NH) - , ' . E.L.DISEASE-EA EMPLOYEE . • If yes,describe under El.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS below A Professional Liability Y ' Y ANE477498823 .7/23/2023 7/23/2024 Limit $1,000,000 • Deductible $2,600 • Retroactive Dale • 07/23/2021 , • DESCRIPTION OF OPERATIONS 1 LOCATIONS!VEHICLES(ACORO 101,Additional Remarks Schedule,may ha attached if more space is required) Certificate holder and all entitles required by written contract are included as additional insureds on a primary and non-contributory basis with waiver of subrogation as respects to the general liability including completed operations and professional liability as required by written contract per attached ' • endorsements.Subject to policy limits;terms,conditions and exclusions. • • . • ' Hired and Non-Owned Auto coverage is included on the General Liability policy and coverage forms extend. Additional Insureds Include: City of Ashland, ' Oregon,and-its elected officials,officers and employees ' CERTIFICATE HOLDER • .. CANCELLATION • SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE • THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS, City'of Ashland • 20 East Main Street AUTHORIZED REPRESENTATIVE ' Ashland OR 97520 - • jy g{, .gam f . • • • • - ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016(03) The ACORD name and logo are registered marks.of ACORD • • 1 . . • / . • • • • • • • • POLICY NUMBER:624BGg1205-01 COMMERCIAL GENERAL LIABILITY POLICY NUMBER:624BG042B5-01 • COMMERCIAL GENERALDABILNY . CO 20 10 10 01 CO 20 12 04 13 . THIS ENDORSEMENT CHANGES THE POLICY.PLEASE READ IT CAREFULLY. THIS ENDORSEMENT CHANGES THE POLICY.PLEASE READ IT CAREFULLY. • ADDITIONAL INSURED-OWNERS,LESSEES OR . ADDITIONAL INSURED--STATE OR GOVERNMENTAL ' CONTRACTORS-SCHEDULED PERSON OR AGENCY OR SUBDIVISION OR POLITICAL ORGANIZATION SUBDIVISION-PERMITS OR AUTHORIZATIONS ' This endorsement modifies insurance provided under the following:, 'This endorsement modifieslnsurence provided under the following: , • COMMERCIAL GENERAL L0IBILITYCOVERAGE PART. COMMERCIAL GENERAL UABILITY COVERAGE PART ' • . , SCHEDULE SCHEDULE • ' State Or Governmental Agency Or Subdivision Or Political Subdivielnn: Name,of Person or.Organizations' Any stale or poptioal subdivision that requires you In eocerdeneewih their statutes or regulations td add such • Any person or organization forwhom you em performing operations,but only iryou have agreed,In a written .slateor political sok:Wision os an additional Insured on your policy provided such written permit Is fully meritedcontract,to add such person or organization as an additional insured on your peaey tot that location er pert • prior to an'occurrence.fn which coverage is sought under This policy. thereof,provided suoh a written contract is fully executed priorte on`eccurrenee"Inv/filch coverage Is sought I underthls policy. . • Information required to complete this Schedule,If not shown above,writ be shown In the Declarations.• Qrno achy oppress above,informallon required to compfeta lhls endorsement wtl he shown M the Declarations as ' eppllcehie to Mts endonsamenLJ A.Section II°•Who Is An Insured Is amended to ' 2.Tins Insurance does nal appy to: Include as an additional Insured any slate o e."Bodily Ill 'property damage" or • governmental agency of subdNislon or political eaonelandadvedlsin d a A.Section 11-Who Is Insured is amended to {1)All work Including materiels,parte or u following shown In the Schedule•subject to the b g�f r ivied out include as an Insured the parson ororganization equipment Nmhhed inject(other connection with following provisions: j of operations•performed for the federal 'shown In the Schedule,but only wok respect to such work,on the project(other than government slate or municipality;or • Vern oddn out ofyour ongoing operatbns service,maintenance or weirs)to be. I.This Insurance app0as only vino respell to b.'Bods to u damage noluded Verney 9 Pd 1 Y 1 or"property • performed fanned!neared. performed by or n behalf of the operations performed by you or on yore behalf within the'products-completed operations ' B.With respect to the Insurance off sit d la Mese additonal insured(s)el the site'of the for which the slate or governmental agency or hazard'. pcovered o erallore has been subdivision or political subdivision has ksuetl a • edrt,rt lnsuredc,the following exclusion Is 7 Demi of eutiror¢egeM1 B.With respect to the insurance afforded to these . added: completed; •or additional Insureds,the following is added to • • 2 Thaty However. 2.Exclusion •s {) portion a(°ourwodi out of hueS Section Ill—Limits Of Insurance: This insurance does nota I In"body Injury" the Injury or damage arises has been a.The hsuronce afforded le such additional j(coverage provided la the additional insured is apply TY 1 M put to its Intended use by any person of insured only applies to the extent permitted required by a contract or agreement the most we or'property damage°occurring aften • crganlralbn cher then ••en they by law;and µ5g pay on hehell of Me additional Insured is the. • ,r contractor Or subcontractor engaged In b.II coverage.provided to the additional amount of Insurance • performing operations for a principal as Insured is required b a contract or • a part of the same project ,agreement nsu the imnee afforded to such 1.Required by the contract or egreemenY,or additional Insured will not be broader then 2.Avehable under the applicable Lards of •• That which you ere required by the contract Insurance shown In the De• clarations: • or agreement le provide for such additional whichever Is less. • 'Insured • , ThIs endorsement shall not increase the applicable Units of Insurance shown Intim Declarations, , • CG 2D 10 10 01 @ISO Properties,Inc.,2000 . Page l of-I II • 00 20 1204 13 ®Insurance Services Office,Ino.,2012 • Page l oft. ' J K . • • • • POLICY NUMBER:62415G04285-01 COMMERCIAL GENERAL LIABILITY POLICY NUMEER:cU4BG04205—dt COMMERCIAL GENERAL LIABILITY CO 20 3710 111 ,C0 24 04 05 09 THiSENDORSEMENTCHANGES THE POLICY.PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY • ADDITIONAL INSURED-'OWNERS,LESSEES OR • . . . . OTHERS TO US .. CONTRACTORS-COMPLETED OPERATIONS • This enamrsemeutmnalfinslnsvrenmepoviaaaunder tharmgmvng: • ' ' • • This endorsement nrudlfies insurance provided under IoOowing: COMMERCIAL GENERAL LIABI IIY COVERAGE PART ' . PRODUCTS/COMPLETED OPERATORS LIABILITY COVERAGE PART . ' COMMERCIAL GENERAL LIABILITY COVERAGEPART SCHEDULE • SCHEDULE • • Name Of Person Or Organization: ' Name of Person or Organization: • Any person or orgaidrallan vhlh whom you have agreed,In a written contract to Naive the transfer of rights of . • Any owner,lessee or mntracterwlth whom9 au have agreed.Ina written...haat.that such poison er recovery ogeJnst others to us,provided such written waiver is fully executed priorto an"occurrence'In which • •Y organization should be added as on additional Insured on your policy,provided such written contract Is coverage Is sought under thls policy. fully . executed prior to eon occurrence"In which coverage is sought under this policy, Location And Description of Completed Operati000r ' • Any and all of your completed operations. Additional Premiums " • ' Information required to complete this Schedule.ifnot shown above,wdl he shown in the Deelarailans. •. E0 • The following Is added to Paragraph 8.Transfer Of • • Rights Of Recovery Against Others To Us of ' • Section IV-Conditions: • (U no entry appears above,Information required to complete this endorsement will be shown in the Declarations as We waive any right of recoverywa may have egalnsf applicable la this endorsement.) We person or organtrellon shown In tee Sehadule • above because of payments wa maim for Injury or Section N—Who m An Insured Is amended to include es an Insured the person er orgen'rtation shown In the damage arising out of year ongoing operations or • Schedule.bu[ony with reap dctto liability arising out of-your Work'at the location designated and described in the ".yourwork•done under a cenlrer:W.0h that person or 'sdsedule of this bndoraGmem performed for teat insured and inducted in the"products-completed operations organization mod included bttha"products•cora leted . hazard,. operations Pautd':This wales applies only to the • • person ororgonaatien shown In the Schedule above. • • • CG 203710 01 O ISO Properties,ins 2500 Pagel of 1 17 CO 240405 00 0 Insurance Sendcos Office,Inn,2008 Page 1 oft I] • • • • • I F4UtYf¢s1h1AdKR 513043b-Ot a,Any pernenit made under 00ew3pg 4 tar 2.Sell 01006014 01°01 601 It dud shy • .. 506'°°801 6f Under 00Ver060 C Ar madltel 1:10 44.01 Comrrucapi Pt811v1 Gtnurd miner, shat mduw Ih5 k]9112.1h16q Airtrit•tfUndl• IBC ENDGn6E111P11TC1JAUa 6TlhCPOL1CT,PLTASEBEAD ITOMErutLy. ' Caas4tcUon 61040°1 ttunard Annuli UAL fi,+ mool Wa w1 IroY tie ddrtseU►6 giusnd by . - rat 1141 d6i1'prO�rJ eoneLvd3n P 00L Stith ar4ano.ei6r alc.,,himia,i ormwiprha* • DESIGNATED CONSTRUCTION PROJECT(S)GENERAL " Auump m�ta4 klrtk.Owl"rtill aa{rplrroLbncar101 rE•nrAl�palinn�dtein omtitiedLLinggm.%I ik AGGREGATE LIMIT ANL)GENERAL AGGREGATE FOR VW they India day chit°+ Ots!}T►1ba tid.irlaawre. gnnsinEllan Pr0JMN aenerd ArnOpuly l u.1Hn6p u4sfxAda Mf pa6dnp°°Irina•aW ei pia ALL CONSTRUCTION FI��JECTw • tar any alba detddneW eanak titan 16,1/4 340 fidi016066110Yt. 'pro acii-exmrinlad ap-r 4061 tatnra' rd A.Tao 141101 shown n tlp OrCaralhm tm Pggii by Ve m 014 kr dommci!memut#of Tao Act c 7a Prcprta,4ltonl_iTa ,144,.injty'm"dmpndrdimapNY.:l:Wddtafhn Tie bpd M panes eananum 10 ' Ipl0dueLtarrgie gdnA7mllacattIon trlliddd@ Title Cadolmmanl eneirlamluurapc4 Pref.9/49eAp01114.1t60A1661 .may Ihd Pmkrcta,Cmnlpind Oprrap6m ilpprgalm Heuermr.11Mvt 01'alma aubltri'ta"k yn;y end 1151r0durr Int adn0eitA60/60011 OM • Wm"' 477111°1° Gmp °brae N tib nut 1h0 d W GtXNA1EkCr,►1.GKI0Eptnl,LlgBkLITYGOpEB42L•PAIiT • Dee:hrdlone,PithlWrrll6�11141CH14601tntho nAnlndOrnalNalkafPr nit'=crret0l Oppiicpbb Dect 4064 Cwdfmkitet Prejoel ApplanH lLell. SCHEDULE °°1171Appre6n1e11m1, D.'U rhe oppllsphlr 016189165 vNltlitkllon rajxt hap beinm00001411 dello&arabiadondsnd -`"-�• . m,1100°4 ar if prd a•.4.1.ted.„,„11,.„,„11,,,b0.6oripnitD,Fa !aA surnr widn'M d_9 LSPlrttl Eeaeplel Ibp1n/ Iteed donrtrurtlat Nrolerq: COIR Cull/maim prclact damned In'a ad ala 6111;65/6 b 'pay tic 4610606 e°wrd by poalas der1016 Ndnl Ndae.2,110Prela,dti1061, . • ailden¢aII1W If 150111055aMtprtterpwkcuTWO "orebhPnr+rbndprsleunnI-C6wtaptAEnd iiparI1WWomp,ti•*i*Jibing.the Vyrnjo1%11•0lltbe' • • • grariudtopMhar rd0*rme wdllon 60,41744 til evcp . • kg a llmidlad4ppinlataWindbg aceidanlsupdor °ttmFd l6 kr Wb amdymn0107Uon propet. • pljpelEglIbmabddeltl eneprdj4dl 6Md60*dlto a SOalmnl•CeVeregt Cy,/0.141164 • " dact peneralTpdtattulltat4.irllmisanlract • - enly fa anpWna eperSlw.pr 11 Adie drel2faant Tte plebtnnce4Srollonin-Grnhp'IXnolirar66 • aonrmuUlonp 01041.004m6HINFSs6edrGa a-mq; Hal allreraue waited bf khls endmdmrmnt Om ' 1.Any payme I sada untlar Dow ole A brcC@Unlriep ymrctpnWea I1 magpr el under camp c mr madka BB • Wag rah= A.11,0 Opai0,001..41 wAtYrit ernkb0 brniniL wndl!{anfoTlhri Pallept fdrf P1duMt•Cemplekd OpirsCane ,hpnrnn MU • , L1ail,94.kh ser la applicable; LIrmlo;g . 0dnare1AspivgcMleewilmll pmJed �roWll lIIbfDiellaiSe6s�Q..6602431.• veld • annn$AngragaeTor Alt PIMaate SU6pa,5;D . ' • COPynnaq . ' ID nakttrytppaari 060,1IM(drmlrlon rntlukad ra cavve.Ie eat eeriarlrertrles116r 0.64/110 the Du05rnil ni ' 661,t6It'A6a6 ISM islafiamhaLl . A.Par WI Ulm'Width Or inn wed 6060106 mails 2.Thr arnanalad Coaelnxdan Piled Genoa) • abfn►14d fa pay as dermas+ 4WRId by Aparenole 1rin5le Ihomoll We,s1/we for 14 , . '1061gI b.571;6SaPnllan t-Coinage A,end %mmat dll,d6thipnn under'tumedpesA.oipc 1aralmMl.'mlrnptnusaveqlI by 110100,114t1741111ddhAI51W bmd6U,eol'brodly Itgll er'pmpUrW • '9°011001.e.6.0e.6.0.41.4..4 ■e,nidi enq be Att"ltgd dean°^isludrd In iim'prep 04.0apy:W16d • Ealy fir eapoPa gper4t460 pia elide dablp4aled nperadau hazard*,end Ica medllIIMl UVAahlet . caniIv lhn pr0(ir:0almlp In iheSehedidembeve: undnrf00e166 Cr6119rAy166Iib6611l6h0pe6 ' I.A eepei Cd01660d CdiMknsloa PrU)leL n ln.nnrda; . . Ggr14f11 Haprdnnu Ufa66pini to daGr t,Clikrismdtea.sulli"tekiHoht;at - dngn6rdmn4tuctkulyelaq,arad 6elpmRM a.pgm4ae is Pl$LNIlAII@tlh mlMj$d0lmrw • . 114011160 Pa 40.001 arra*Gelrfal App04010 UI naln/r41f 01. On ata AI Inlh6-at61eld6dga. . • IrecaectS6t 17 lnn10tm0 enpyrlfhlnulndnl or 1.0I6 I 412 IFI34.06634317 Ia1U41 c0ploi drnMarulat Piga Zor4 166Prapollad,Inn„wllh Cir polNnIAh. - lSdiPH1000100,lad„Wit ll.Fdrnras6a. ' . • • • • • • • COMMERCIAL GENERAL LIABILITY - COMMERCIALGENERAL LIABILITY CG20010413 CG20340413 ' THIS ENDORSEMENT CHANGES THE POLICY.PLEASE READ IT CAREFULLY. THIS ENDORSEMENTCHANGES THE POLICY.PLEASE READ IT CAREFULLY. PRIMARY AND NONCONTRIBUTORY- ADDITIONAL INSURED-LESSOR.OF LEASED OTHER INSURANCE CONDITION EQUIPMENT-AUTOMATIC STATUS WHEN • REQUIRED IN LEASE AGREEMENT WITH YOU Thic'endorsement mediae insurance previded.ilnder the folowing: ' This endorsement modifies Insurance provided under the talowing: COMMERCIAL GENERAL LIABILITY COVERAGE PART • - ' PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART COMMERCIAL GENERAL LIABILITY COVERAGE PART , • The following Is added to the Other Insurance (z)You have agreed In writing le a=tract or • - A.Section It—Who Is An Insured Is amended to A parson• 's or organizations status as an Condition and supersedes any provision to the agreement that this Insurance would be ' include as en additional insured any person(s)dr • additional Insured under this endorsement ends contrary: primary and would net seek contribution orgaolzaion(s)torn whom you lease equipment when their contract or agreement with you for such • Primary And Noncontributory Insurance Item any other insurance available to the when you and such person(s)or orgenizatlon(s) leased equipment ends.. addilonel Insured. have agreed in writing In a.centrad er agreement B.With respect to the Insurance etfoNed to those This Insurance Is primary to end MI not seek that such etson(s or organkation s he added es - eontrdsulinn from any ether Insurance available en additional instead on your policy. Such to anynal Insureds,this insurance does not apply to en additional neared under our l Y p to "occurrence` lakes plane eller the y policy persan[e)or organ'lzatfon(s)is an Insured only with equipment lease expires. provided that • respect to Ilabidy for badly Injury',"property (1)The edditknel Insured Is a Ndmed Insured damage or"personal ,d duline Injury. C.Wills respect to the Insurance afforded to these under such ether Insurance;and \ caused,In whole or In pad,by your ur rn maintenance, additional insureds,the following Is added to • ' operation or use of equipment leased to you.by &cottonlig—Limits or lnsurancet suchpetson(s)or organkatian(s). Tha most we will pay an behalf of the additional • However, the lesurence afforded to such Insured is the amount of insurance: . ' addttlonallnsured; 1.Required by the contract or agreement you • 1.Only applies to the extent permitted by law; have entered into with the additional Insured; • . and er 2.Will riot be breeder than that which you aro 2.Available under the applicable Limits of required by the aaniraet or agreement to Insurance shown In the Declarations; •. - provide far such adddioeal Insured_ whichever Is less. • This endorsement shall not Increase the • • applicable Llmts of Insurance shown In the Declarations. • i I• . • CG 20 510415 O Insurance Services Mee,Inc,2012 Pagel oft , CO 20 34 04 12 ®Insurance Sendces Otter,Inc..2012 Pagel oft • • • • • • POLICY NUMBER:624BG04285--01 COMMERCIAL GENERAL LIABILITY CG20111219 • THIS ENDORSEMENT CHANGES THE.POLICY. PLEASE.READ IT CAREFULLY. • ADDITIONAL INSURED -• MANAGERS OR • LESSORS OF PREMISES • This endorsement-modifies insurance provided under the following: • COMMERCIAL GENERAL LIABILITY COVERAGE PART • • • SCHEDULE. • Designation Of Premises (Part Leased To You): • • Any and all locations or part thereof that is leased to you,for your use in your business, but only if you have ' ,agreed,in a written contract,to provide additional insured coverage forthat location or part thereof. • • Name Of Person(s)Or Organization(s).(Additional Insured): • • Any person or organization with whom you have agreed, in a written contract,to add such person or • organization as an additional insured on your policy with respect to the above premises,provided such written contract is fully executed prior to an"occurrence"in which coverage is sought under this policy. Additional Premium: $0 • ' • • Information required to complete this Schedule, if not shown above,will be shown in the Declarations. A. Section Il -- Who Is An Insured is amended to 2. If coverage provided to the additional insured is include as an additional insured the person(s) or • required by a contract or agreement, the organization(s) shown in the Schedule, but only insurance afforded to such additional* insured • • with respect to liability for"bodily injury", "property will not be broader than that which you are damage" or "personal and advertising• injury" required by the contract or agreement to provide • caused, in whole or in part, by you or those acting for such additional insured. • on your behalf in connection with the ownership, B. With respect•to the insurance afforded to these maintenance or use of that part of the premises additional insureds, the following is added. 'to leased to you•'and-shown in the Schedule and Section III—Limits Of Insurance: • subject to the following additional exclusions: • If coverage provided to the additional insured is • This insurance does not.apply to: required by a contract or agreement, the most we • 1. Any "occurrence" which takes place after you will pay on behalf.of the additional insured is the cease to be a tenant inthat premises.' amount of insurance: .2. Structural alterations, new construction or 1. Required by the contract or agreement; or • demolition operations performed by or on behalf • 2'. Available under the applicable limits of of the person(s)or organization(s)shown in the insurance; • Schedule. • whichever is less. However: This endorsement shall not increase the applicable, 1. The insurance afforded to such additional limits of insurance. . •'insured only applies to the extent permitted by law;and • ' • • • CG 20 11 1219 ©Insurance Services Office,.Inc., 2018 • Page 1 of 1 • • • • 1 1 r • • • • HISC• OX PRO": HISCOX PRO General Terms and Conditions General Terms and Conditions • `m _^ In consideration Of atMun Merged,end NreDaoe came ste nemsmadeeM aormatal Part limit. I. Our promise to P • provided Is ato Ul.WawD1 pay collared amounts as defined In Dim policy,Provided You pmpedy —.-_... you notify ue of claims,breaches,events,of occurrences,and meet your obfgeEons to us in —' ' ' , accordancentlb the terns of ilia policy. Ill. Your obligations • ' to Us IL Limits SI'liability Regardless ofthe'unbar of Coverage Pads you have purchased,the maximum Wood!pay for. A. Namod lnaaod Itwdl be the responsibility ofthe named insured(or,haute ls mom limn one nomad Insured, all covered annountsw5 be as fellows: responsthatics thaMalane acted on the Declarations)to act on behalfotan thee rads MTh sewed tome • A. Coverage pad fiord' Each Caiemge Pad purchased wID be aajnid lou covmpe past limit Of erre restated hlhe • 1, tirade gtdng and receiving notice o(canellabon a r.ammewai: ' DedeaGons),.stints the maximum ameurewe coal pay fru all mvared amounts undar that .Coverega Pad,other than cworape enhaneemerds of clear we hen aapraslyegraod le 2. timely payment of premium; pay inaddiiontothe fma.The coverage limit will be in=asset any applicable retortion, 3, maipl ofrehon premiums; B. Each slain Fait The Each Claim UsnSidereided inthe Dadaretions is the nruelnmm amount we will pay for all 4. freelyaccaptanm of changes to this policy;end, eaveradamounle for eachcrosred tial',mlusalowersubfmsh Is spudded,invdddt ease thea timely payment of retmllons,. . salmi Isthe maximum amount wawa pay for the type of covered claim to which thesublml ' applley1he Each Claim limy,or any subfi"ul,will se in excess ofeny eppfieatle ratangon and B. Your duty lo cooperate You must%mpeate with as in the defense,investigatian,and settlementaf arty cam,potential • wfil be a pane,,and not In addNanto,onYaPriPal o caveman pad llmu, darn.breach,avant,occurrence,or other matterrwl'dmd to um,Inchortng but nal lMDedlo; • C. Each breach Emil The Each Breach Lime identified lntimDeelamGons ed you have Purchased a reknit!Cavamge 1. notifying ors Immediately tfyou receive any setdomam demands or mars,and sending us Part)Ielho maxinumomored we will pay for ml revered amounts fur each covered breach copies of any demands,namos,summonses.or legal popes; unless a lowerorodnit specified,hellish oast the srbl'udtlsme maximum amount 2. automating to Ma Mullen and'nianepalion older oath by oar representative and giving US • fol the type of covered breach ormslslo which the subtitle apples-The Each Breach Ltmit,or e signed statement ofyournowers any wblimil,wil be In emcee of any eppiobla retention and wiD be a pad of,and not In addition • • to,arty apploble conraga part'nit. 3. ellonding hearings•depositions,and trees SeW.mgLL•zt D. Each xorreoelinit The Saehooeurrence limeidannEad roma Dadaabors[lyou haveprechaeed a relevant' d• assistinglneeo'dnnerloiak,00ldenee and obtaining gal onendoam of wimescs; Coveage Para lathe%i durum amountwa Ml payycvall covered ansounto nor eedtcovered5. providing w,Alenalatommh toaurreprrsotlafive and meeting wigs such representative for occurrence,unless a loaaraublinn is spudded.In whichcaeothe Cube•tie themmdmum the purpose ofinvesfga5on entire defense; • amount we unit pay Sal. ofmvaed occurrence to which theaublimit applies,The Each S. providing al documents mantarmalenwe may reasonably requesl,MoloOMg adMdsing Occurrence}MP,orto,an bell wnl ba in cause of any aPPpliable retention end sill be a part us to obtain records and of,end net to addllm to,any applicable coverage pad limit 7. punning your right of recovery from others. E. General Debbly emeroga Ifysu have purchased General Uebtby Cemmge Pad;additional mica for applying limits am• • . . part bats contained InSection IV.Limas of liability,of that Cavaage Pad. C. Yourobtamkm natio You must not make any payment,Incur any emperse,edmlany GebDDy,assume any obligation,or • incur any expenses enter into any eelllement negotiations or agreements walnut our prior consent.ayes,doze,l core! F. Commerclalumbrella Ifyou nava numbered a Commercial Umbrella Coverage Pad,eddlional ides(or applying Mills admit lawny he al your own cost and moenwo. • mvwapepm Orals are contained in Bunion IV.limits ofgaMl7y.e(Mm Coverage Pod. 0. Your ropresemalam Yauwarrant that ail representationsmads and al materials sunmMed by you or an your behalflnn ' D. Retread claims •All reaad cams•raganmea of whimmade wtbe treated ss arm elalm.and all subsequent' nedianwillime application for this policy are true.accurate.and not misleading,and erre. - related claims 5.31 be doomed la ham beanmado against you on the date the fest such claim . and understand that they were mid on by es and wale matalal to our dodclanlo fame this ' was made.If,byopemleeefthis p isbn,the claim is deemed to have hem made durng any „ polylo you,It we lea.any alba representations ormatariatawere untrue,lneccumte,ST petted vdtenwe homed pots,it will he subject to only one retention and one Each Claim Unit • misloodinr in any material reaped,waw0l neva no obigatind to nnaiaany payments In onnnodnn • • reggaydiesa of the nunbe,of claimants.,insureds.or realms invaivad_ with any realm.event.occurrence,or other covered matter arising from untrue.fnaccuraie,'a Misleading.fads that werenolaatwlety and completely disclosed In the lepplluflee. • D. Shared @nits If you bean purchased more than one aflhe(ollarhtp Coyeroge pgnst - • 1.' CyberCaveape Part • 2 Tchnology Pmissinnal Uabooy Coverage Part or 'IV. Optional /. If we or me named[flowed=eel err non-ronew this poDcy.men thanamedtnsvrad WIN extension edod hen Ma ligelo purchase anopional extension period for the duration and al the' 3. Lapilli Medco liabrdy ravcrppe Paz4 p percentage of the expiring premium stated in Item 5 of the Decimations.The optional then the cavaripa pad limlte applcahie tonere Coverage Pane will be shored,are any. solenaion period.ifpurchmed,will alai on the effective dale ofcunceiolion ornon•renevra'. , peymmta We make under one Coverage Pad,other than cevena°enhancements anther items • However,the dght to purchase on optimal extension period will not apply it we have expressly marred la pay In addition le the limit.wN reducethe aMage padgMts for . this petal Is xarmded by us for nonpayment of premium;or all Coverage Pads. b. •the total premium for Ddb policy has not been fun,paid.• If lleappgcable'venae pad amps are afiyercnl,the maximum emeunlWCrdll pay for seamed 2. The agonal extension period will apply only la cams that: amounts under al Coyerega Parteeembined other than coverage enhancements or otlserllems • welwve sopmnslyagradto pap in eddSon to thelu"ila,wit be the highest available mYempe . o. are oral made against you and reported to ut during the optimalmtiandne period:end , WCL Pr0DICW tag/21j Pagetaf5 WCL PO301CW(g721) Page2of5 . • • • ,- . •y • • • / • • • .. • • . ` - I l • • • • • • • • • HISCOX PRO- General Terms and Conditions • HISCOX PR3 General Terms and Conditions • • • b. arise hem yeurprofeadonel services performed.or a breach;data breach,ofIens e, we wig net manual this policy coley because of a change In central,but arches you and we agree or memento.the takes place,on or alterlhe retroactive data brander la the . • !natant othewis,aberthe endive date of any change In mantra this policy Mg Paverony affective dale of cancellation anew renemit of this policy. drams editing tram professional services performed,or breaches,data Irma thee.Menem,or 3: The addtilonal premlumwgl be idly earned el the Inception of tiro opllonalestonofan period. - oeeumences that leek grave,pldorto the change in control. 4. Notice detection and fiat payment oftheaddlioml premium for theopllaedl extension E. Ceyeroge territory Thia Pahl Will apply la yoerproleasforrol services performed,and breaches.offenses,event. • period meat be received by us within 30 days oterlM effective dale of eansgeVen or new or occurrences bet trite place.aywnere W We world,pvsidod that any action,erhkregon,or renewal,othervdse any right W purchase the optional extension period wig lapse. • . other proceeding(dyou haw purchased relmont Coverage Pad)is brought Within the Unhed: ' The Gmimotlkbiny applicable awing any purchased opitonel eslerulon parted wit bathe • Maras.its ierrgorfes or possessions,or Correia. remaining avagaWecavelagepad llrNl.These ora he ea separate on doll nhIFMlofGabrily F. Estates•heirs.legal In the every at an employee's death os do:abllY,bra policy will oleo platy to Wilms brought a gado for any pmdmsed enamel edemlon period. representatives,spouses, ogend the employee'. Ther right to Wmharo an optional extender pedodwhl walk only to coverage Pads you have and domestic partners ( ' • and thy(Include coverage written on Mims-made orloss oraning end discovered bests, 1. hare,nroeulara,admWdnlorc,Wdmsrn bankruptcy, raga) and ml m any Coverage Parts written anon owmers:e bads. reinmenralives;w 2 lawful apolne Oelewrd domestic partner, • • — --•-- . but only; ' • • V. Other previsions • a. far a covered claim arising ham the supe oflhaemployua's wok for you;or affecting Tha terming provisions apply b al Coverage Pada you have punimmd.If them la a wad , tormentors belweanmy of the pmvlsamhero and a prwidoncmdvined Ina Coverage then the b. In toentors with their ownership In properly whirls the Mined reeks as recovery,, ' coverage predate!In the Coverage Periwig govern the coverage provided,mdethat Coveowe rage Pad. ' n°fevered eletm aking from len 000pc scope of the employee's York fe you, , A. Allemllonand eeolghmml No change in,modif ion of,or assignment ofinlrlal under this paw will be effective unless G. False or fraudulent deka, If any insured rommta fraud In Pemeation with any claim,potential alarm,breach.offense, • made by wallet!endorsement to Nis polity signed by our.authorized represenlale even!.oraecunence,whether Mad Ming be ameteor otherwise,Ns imumncewll become void as to Thal Insured Tran the date the fraud le committed. . a. Bankruptcy orimdveny YaurbankruPiry or ksoNenryw➢I gel regwa us atony of ovrobt onions l,deriHs galley, H. ouorinstsance Any payment dueorder lids poop Is apedlo-dy muss viand wig not contribute WM's anyy other tithe named insured k unable to pay the retention dun lnIts benkrepley or Insolvency.wewill' • valid and collectible Mumma,unless Guth ofherinseance Is widen specigcrlly ea excess advance such pawned and make oommsrolgyressonablebed efforts to Issue paymolofcovered • insurance over this pvgoy.However,ifyou have purchased General tiabll,Coverage Pod• amounts vilrn Theappimble retention Whin Mr days age!retentive all dawmanlallon '\ roles Ton haw gel Coverage Pel will be treated whenlhere is othervaGd and called/We insurance ' rylo enable tratematm such payment,locker's but nor Doled to,a written order from a are Pentahedra 5edhanV.Ogrzrproniolons erecting coverage,D.Other insurance,of Wal ' cord pemdlthg ler la make such payola&Horner,we Wig retail the right to Forbear the amount 'Coverage Pal. ofeud,edvaoed aerated amounts bon llm named Insured or We debtor fmp0000scon(on • foreign equivalent).Such dolt of mammy MI be irdeperded Ban our subrogation rights under this tithe same'dafmor related dears,breath,went or related events,a acolnence Is covered ' poky or oily oberdghlawe may hove trader'moto:Metaw, Mer mare than one Coverage Ped•We wllpay only leder one Coverage part,which vitt be We • Coverage Pat Wal prevIdes the most favemble anemia C. Conorlellen 1. This policy maybe wooded by the named Insured by giving wwiden nonce,which meal Include the date ills cancellation will beefier-We,to us et the address slated ratite , I. 6ubngelion In the event d ey payment by Os deader this poky,we vdibe submgaled to all of poor hinds of C Declarations recovery la that payment. • • 2This policy may becanceled by us by Mang to the Domed insured byregisiered,corned. You win do everything necessarylo aeeureand preserve out subrogation rights,including but not • or other firs)crewman(orby dead whore allowed by eppllnble!awl,al the named ranged to the execution ofenydowmenle necessaryto allow Oslo bring suit In your name. • insured's address(or moat address)elated In item l al the Declaration,wdlm notice • YOU VG do notitng la prejudice oureubragrlon sights without our prier written consent. . which must include the dale the cancellation wig he effective.The eacdne date of the Any fudwl6e elk ye • on gihonMl be no less than ed days yrnrnr the dale oithe notice of cancellation,erten r Pa you up la the inmate paid.ention you nava Id,and then • days If the carceitallon Is duo's nonpayment of premium, to era up to gm amount of any covered amounts We haw paid. .. 3. The mating(or enraging)of the notice wig be sutGcted proof ofrogve,and this policy wig .1. Woes Tiles ofanllom of and endorsements to lir:porky aro Inserted*deb'fat eawesderlco of • leohnele el the date and hots specified In the notice. reference and wit not be deemed to Ibni,expend,or otherwise erred be provisions to which bay a. II 1140 pogey!scanted by the named irmared,Wevall retain the customary shod rile relate. proportion of the premien. . . • 6. It this poky iacanceled byus,wa wit totem pro rata amoebas of thepremhun. _ -. "'•" 6. Payment or tender of any uneamed premium by us wig not ba awMgir onirecedert le e VI. DennitloDs 7lre fogpw,f degntklaa cancellation.but payment made vs pocalola applicable to all vg apply to all Coverage Parts you lore purchased.If the soma len is peymen Codefined here ondhaCwerege Pad,Wen the defdtlon In the Coverage Padwig govern the D. Charee'hr control If,during the pony purled Identified In liem2oflha Declarations,the peened Insufld Coverage Pails coverage provided mored that Coverage Pad. . onolidelc with,merges We,or sella ell oreutisianllelyel of Its assets In any other person or Application • means the signed eppgeabbn for the poky aid any vlladanenlo and moieties submitted with that • • • redly,atanyotherperson orenlly acquires owcemhlp er control oflhe named Insured,then the . application.If Ilk pokyls a moral orteplacementera previouspoleytswed by us, `named Insured will 00 written nolke no later than 30 days aper the Weeks dare of such application also includes all previous signed applications,atachlnela,and mrledola.Ila • • derange In mend,together wth any otheridommlbnne may require. . midterm change mode by us,eradication etio Includes di eppfeations,attachment.,end • .• WCLP000I CW(0221) _••• —_— —•._ ...^_ 'Page3ot6 WCL P0001 CW(02121)I) _..._.-.....__ _----••--_---• ""'•'""'� Pages 010 a • • • • • • • • • • • • • • • / • 0 • • HiSCOX PRO' General Terms and Conditions HISCOX PRO".Architects,Engineers,and Construction Managers • • Professional Liability Coverage Part • materiels mbodltedn cerredV.iAlh[hat grange. '-""—•-"--""" -- • 1. Insuring • We will peytp to be Prats4onel liebiSy coverage part Mg stated in the Declarations for • Itis understood amt agreed that anytmormation provided to the application is Ncorporeledlndo, a reement- damages and claim expanses In excess of the retention fereaveted claims against you • end foma a part of,Ildspolcy. g alleging a neggent act.error,or omission In your ptofostlon+t'Weed periermed by yoU of What is covered anyone onyour behalfonesalter tharmreaetivedate,provided the claim isfirst made oyothot Coverage pad Omit Means lite amount staled hr.he Dederallonsae Meageregaa Paappiaabletotech Covaragn YOU during Un policy period and Lsreported le are toenordeneewith Section V.Your Pon you hake purchased whin issohJed to an aggregate!mil. oblfgedonc •• Covered amounts mean any amounts Wo have expressly agreed In pay under any Coverage Pedyou have • II.Coverage • • Employee ' /merman), n an),post,preru,arWave: . enhancements • I. employee Mobrdhg anypaMIme,seasmmh leased,extemporary employee erany and 5ubilmits • volunteer): • 2. partner,diredof,ottcer,orbcard member torequivelantposition);or Enhancements and sublbnile We will also make the following payments.provided heel roman such matters to us in accordance . . appltblotethe entire ' with Sedlon V.Your ebngelion 3, Independent mNmdoi • c: at of a named Insured,but only while In the cease of their petarmaeoo await er serdma en . behalf of or at Ma directional the named Insured. • Pdwion flabbily A. We rod pay up to the Professional Lability coverege part llml staled laths Dederedonsfor damages and claim expenses in emus of the retention for any pollution liability claim, Insolvency mecum tie: provided the calm atiegesa negligent ad,error,or minion In your professional I. eppobdmem by any gmwmmentofficial,agency,mmodssnR coed,or othergovemmeeurl W.I...performed by you or anyone on Wur battalion aranerlha eotrpactiva date and • authority ora receiver,mnervale,llquideloq trustee,iehpbitlotor,or simfor otidel to mica Is6m1 madea0°vWuduring rix pogaypviod. • control of,supervise.mamma.or bquidaleanInsolvent named insured: - . . Year must pay the retenllon staled inthe Declaration;In coneedier,with any payment We 2. Ring de peation under the bankruptcy lawn of the Urged Steles;or addidmto,thhks under e oaany payments,.malas will hex ped of,end non in coverage limiL 3. tereign equNNent tit or2 above. Crisis management B. We wen pay up to the Crisis Management Pail doled in the Dcemratmns torthe reasonable . Named lnsumdmeanslhe individual,corporation,Partnership,/Wed Debility company,Smiled parmerehlp,or and necessary fees,Casts,aresm expenses you incur with our prior fora • • ethereality Identified in nem 1011he Declarations. pubicreBgonsgnnto assist you,ln responding toe crisis management event,provided . the cdsle management 00001000.11 tithing the pofeyperiod endg relatesla your. Palley period neanstie period allime Identified In Item 2efthe Declarations,and any optional extension professional services performed onofoiler tho rdtroadlve date. • • period.ifparhesed. • Yon must the retention slatedln ihe Dadmatlons In connection with any payment we Professional services means lhoseservices ifenMed ee Covered'Profoesmnal Services or Covered Creative Services • makeurlo,gvaeter s veregeoe0,andany paym°nts we make Vail ata pad of,and not In under any Coverage Pert on the Dederal'nrs mrdalnbg such a descrlphon edam l°,Ila eovarega pad limit. , Refiled claimer moons ollelalmo that erebnsed upon,arise our°h aretlege: tfedo and advedsIng C. We wig pay up to the Meda and&honking Activities boll sated lathe Declarations for activities couemge damages and claim expenses for any media activhtes clelmairelmt We,prmided the 1. acomm°nfact,cbmrrsWnco,dlwgon,evert,service,taronetion.muse,orotfghr claim is fad Maria against you during the polry period and ltedates to your pminoolonl 2 a series of related lads,circumstanceo,ahuatiorls,events,services.bensaedons,sources, +arvlces performed on or after the alroaclivedele. causee,or origins; You cool pay the retention slated in the Dcclaadons in connodion with any payment we 3. acontinuo erreported ad.error,bromkdon lathe perkemaree olyour prafocslonel • make ean under aNesoveedion C,andMAIanY payments we makevdg be a Padef,androt in services:or • d. the same breach event,oewrlande,or offense • ---- Thedeterminadondwhether adella is related to another claim or Oakes Wil net be ended by Additional payments We tett atm melte Me following payments,provided you report welt matters to us h accordance the number of clainana or Insureds involved,causes of action asserted,o,dudes tnvnlved. watt Section V,Your obhgalmoe.No retention wen apply to amounts we pay//Martha following ,a en/medians,and such anoW s e tl be hr eddtlen to,and net pat of,an ouverege pan lima. Retention means the amount or bore identified assudh In the Dedaralhne. • Octane al gemming D. Wesel pay up to the Defence of Licensing Pmceedlnps Mil staled In the Decleredens for • Retroactive dale • amens the date identified as such in the Dedarallons, proceedings the reasonable and necessary foes costs.and expenses incurred YR11 our Fria sonseptin the hvesligadon,defense,°rapped of an y stele,federal,m other keening board inquiry of We,us,or mu • means gm Ledemdle,sldentified on the Dedaagone as Bearing We pofiey.' pmmedag mrceming your 010/Dtyerlicense to engage IgyoatProf eeelorlel servlees• • You, • provided you fust receive rake of meltIngtdry et proceeding during lin policy period and • your,of memo any lndlvidual or entSy expressly desahed as an insured in any Coverage pad you haus Prelates to your professionalawlces petarmed on crafter the mtroacdve date. purchased. . • ' FNAIDSNAWADAregulatory• E. Wee@pay Up lo the PH/MELNAOARegulmory Proceedings loth noted in the Proceeding. Dedeadone for Ma reasonable and deeeSsaty f...aeons,and expenses Interred with our prior moment In the nveollganon,defense,or appeal of onyxes/dais/4i er edmWetredve WCLPOSal CW Mai) �........ ..�.--.._..._._...--Pagc5 of5 Wesson poem copula; .. .....-.......-.-__.�_....-.--- • ee tette— ' 1 I 1 • • • • • • q-‘• n+R. HISCOX PRIG Architects,Engineers,and Construction Managers HISCOX• PRO"'Architects,Engineers,and Construction Managers Professional Liability Coverage Part Professional Liability Coverage Part • ' pmoee&ng stomal you adder;out of any actual oreiegedvfoletlononhe Fair Hooshg Ad • b. the named Insured protides us with Intonation related to such creation oracgdsbien as (FHA).Occupational Safely end HealthAet(OSHA).Amedema with sla Ines Act of they eve may reasonably require; DA).aany the ny,tale law equEledlreuP dad traMel ellecely notice such dl c the named Insured Melds nay6peccllerms,wmidam,eadoafons,oraddUonal • policy petted yre your ped, p premium charge aswe may reasonably require;and services on m ager the retroactive dale. C. we agree by written endorsement to provide such reeve/age. • P.n.daim assistance P. We mg pay up to the pre-Clabe Aublan.WMtlated In the Declarations for the This pulley will apply to an req toed entltyeNy with rasped la your professional services reawehablc and IgaG5Ntl of u pr and axprsaes we coeurW Imemiger orrthe a reformed aterthee Tien,mer , • polemist claire arising oat of your proreeetonal services performed an or diol the P emendation, edentcreaton andwhil�the named insured maintains retroaelhtedale,provided you est become aware of lhaciroan nem leading to Ma menapement control of the acgtllRA entity. potential claim thepolloypeded.OWobligyp alionlomakeaneymante underlhls Insured organization Mad=cubsecfima F.643 cease When a clan Is made against Voir wising Worthsarae , dreumslancesas the potential claim we'uwestgatmormonitered. 1. the nerved Mewed; • . . Subpoena assistance Sr. WeVAS pay up to the 5ubpoera Assistance limb dated inteeedbralimn for the 2. asubsidiary, 'ensemble and neacsayNos,rade,and expanses Incuredwdh our pdoreoaeedla 3. eJolnt venture:er , • raspendle a subpoena arising lmm the performance otyourpeolasslonal services, • q. an acquired entity. • arm/skid you first receive snHce of such subpoena during the poiicypedod,end i relates ' to your professional services performed n toyinmed eorator yin retroactive date,• Employee mare any pas!.phased,or(afore: Supplemental peymeede H. We wig Trey Namable esparlsec,including Wen of wages and a S25aimvelper diem. '1. Person employed by en!neared organization as a pemaneM,pad•fwd,seasonal,leased, Inclined by you a Wo require you to attend deposlltanc,arbitration peceedngs,or Mats in or temporary employee,oranyvotunteer or nneegonWth the defense ate covered elalm,bulwe vdi not paymofe tenon aggregate 2 partner.director,<Arer,or board member for equivalent pastier')of an Insured of$10,000 per dorm for ouch expenses.regardless elite number oflnsuredr. olgenlzarlon but only whtein the mama of(heir performance of professional setons on behalf of or al the • direction astute Insured argotr etton. • III. Who le an For pretests oracle coverage Pan,yoreyoar)afnsured means a named legated.subsidiary. • Insured laird venture,acquired entity.Insured orgeniagtlon,employee.Independent centradar,or Independent centrector mea any person contracted by on insured organleallen le perform the barna professional additional Insured,as defined below, services settle Insured orgenlratlon,and minuet Mona t,reported to the Internal Revenue Homed Insured means the individual,corporation padremhip.limited Futility company,kneed pamrereMp,nr other s�eeon behallorm 99#tSG dirediid only whtlo)nlinsurele edlhei allenperfomerwe etpmfasienal effigy Identified ie than 1 entre Dadaraflonc len on be)a)ref oral the dbedim o[erh Insured mpantallen. IrMependenII ernlradpr clow not tnddde enyeubmnbacbls ronitaded by another . Subsidiary means eery�nt of which the named insured has diredmenagemenl control before or es or• Independmtnenlrador of ell insured etyenlralten. the Inception of the policy period; • • Addition tel Neared' Maims anYp•'oled owner emcfiee enlnsmed organhagon has agreed In a wrineneonliact or' ' ' Joint venture means an unincorporated btrnaco entered=in which the named Insured m subsldlaryagreement lo add as on addubnal insured las pogayprertdlrg the type of coverage afforded by• . calk/pales pursuardla a wdlienJdntvenlure agreement,but only. Itis Coverage Pahl.preutdedthe cenbed erogreemenf:• 1. wluhreopest In professional serdees performed bylhe nerved inured ersubsidiery,and • 1. Is cuirenllyIn effect or becomes effective during lira policy poled;and , 2. teethe aura percentage of covered damages and ciarm expenses es the peroeldage of _ 2. was evertperformance.ed before the perfoance of professional services out of Mich the claim the named Insureds oreubs(dioys participation Jr the Joint Verdure. arises_ Acquired entity mews any eNRy. • • Coverage Is evateNe for addluonol Insuredssdelyfor Mehra. do in whish the nameatnsmad: a. alleging anegrMact,error,or omission in professional!MAloas pert rd by an • • Insured organization or on an insured argentetlon'a behalf,end. . e. acquiresabslanliaty.ell of the easel; i b. thatiernain pending against en Insured orgenbcfion done with euch eddltionalinsured. • b. acquires of Reveling seadfes,esaresull afwhichg bewmeaa ..Item wit be no coveregeunderlide Coverage Pan for any liebttyarising orf of the Me subsidiary;or negfgsrmB of the additional insured. • c. motes alai leaves lbs robed Insured as ne'survlvrng eMdy;or 2 lhal the named Insured creates ase suboidlry, ' during the pollcyparled. IV. Derense and With respect le en acquired entltywhosaraveres eyed 1014 of the alnualrevenues of the settlement of named Neared el the toe elite creation or acquisition,eny coverage ander the poicy will expire claims , . Oodays alter the affective dale offs creation ordegd 7Weanlesgwlhin auchnO day period: , • e. the seined Insured provides us WM written noiloe of sash creation or acgdutiom. • • WOLANEPanitwttonk • nrpahe la • wcu'a:Poeel Civ(Wm• , pag3a110 • • • • • • • l4 HI$CO PQy Architects,Engineers,and Construction Managers H's� n�0 Architects,Engineers,and Construction Managers Professional Liability Coverage Part. Professional Liability Coverage Part Defense Wo have the right and duly to defend any covered claim.even if such clolmla geunaless;fulae, . . or fraudulent. . . b. unfair tpeb'Oon,ImpaaheMNceinpeGb'on,reeked o(hada,oraNdrust vioWBorr, We have Menghtte select end appoint counsel to defend yea against a coveted calm. e. Nelallonafthe Sherman Ard:Mnst Act.the Gayton Ash the Robinson-PanenAd.'l • Including es may ba emended,or any arier federal,stale,ar local stsdulea.miss,et • . Settlement We havelhe tight to sotoland negotiate seglementofany claim but will net epler(No a ro4146hlerd In ofouslde the U S.:or ' • • ar:411rmcN without your mnxM.vddeh you agree sotto withheld rayeassrhsbIlu 1000 wahMM d, lalae,decepWe,or misleadig addeNsNg. • nsamlo a sahlamonl recommended by us and acceptable to the patty who made No cairn, - - ' Ina most We vat pay forthal claim is the sestet Simeon of contract,guarantee, 2. based upon or arlsmg eel of any educt or alleged breeched'any contract or agreement -• 1. the omounl of our recommerdedmWmcN; - or warrenly breach of axpreswansnlles or guarantees,or any daintily MMus blot you assume under 2. earl expenses Incurred tole the dale of our reeommeWetlon•, any ramal of awes/orbhaxever,Ka eadusimwill not appy to any:. 3. 'N%of all claim expenses incurred after ourremmmendation;and . a. fbiay you would bar in the absence oIIhe omitted.egreamed,waneNleo.or guarantees;Sir 4. 70%of all damages N excev of the settlement amount recommended by us. le. warranty or guararteo to perform your proresdonal serviette consistent with • oppicablelndustry stndardsorutahtreasonable aldll a earn. r Criminafpmceeduge 3. bawd upon or asking cat of any dalmbrough'in Ins tore ducfiminal preceeding, V.Your obligations Including but not imied to a ciminal investgation.gfardlury peaceodmg,or criminal eaten. Nalilying oaofclaims and You most SOS Wtll'OMese lo us of my claim,or any direr matter=voted under Section 11. Employer liahPly 4. based upon omitting out of any actual or aaeged: covetege enhancements Coverage enhencaeeds and dahlia,es seen as passide,but In any event,pa tater than 60 days after the end ofdc policy period.• a obligation under ony workers.compensation,unctnplsyment campenallen,omployere' ro�1-ens must and lroldon copy the dorm or cam motley gelelf6 fair labmelnWards,Inbar relations,wage and tour,ordfsabLlybacefl few. All cudr and newt be submaled to Sesta Ina designated small address or malting address Idengled in Including any provisions of any torelgn,fermi,stela,or town sletutory m Ikon s of the Declarations. . common taw b. gabby or breach of any duly mobi0ationowed by you as an employer.prospective Notifying us of potential You her IIM option efncliykB us of potential etalons that may load to a coveted claim ngalnot • employer; alba you. • • c. hvassment,leenghtl termtneri.Matadors or dbadminaBon,Instating but not fretted • Norderlo do so,b.must gine/Menrogm la us=soon es poasmle and wit in the pallet' to MM.m disparate impact;or pedod,and Uwrmlm must,tolha greeted extent posshble,identify the deans otlhe potential d. bodylnlury strained by an bared or any employee Dian Insured. claim,krluding Nerdifybg the potNfaldaireads),Om hbey bags for iabilay;the GINY demand However.part a otitis exelusran vii not apply to a covered claim for third pang , for relief,exd any additional Information about the potential oialmwe may reasonably mated. • - dlcctmr.pori. The benefit la re olndilytng us are pdenga1 calm lsthat Benedetti Maim arises gam the' Excluded madly activities 6, with raspndlouny media Both/INS claim only,based won of raising wl eh • , • same imunporces as the properly notified potential loin.than we will treat that claim aslflt dams had fust bean made agemst you tonna dale you properly notified us of as a potential t sntial claim, a. any content moVideo you by your client;however,We wit pet'calm expenses ton even V that claim isfire nada against you after Ina pollcypeded has expired. • any claims against yell based upon err raising out of such canter% Mpden6al el0bn nobTcWions must baawmug and ard,mleed to ua v4o Baa dealgnmletl emei • b. the actual goods,products,orserNee0 desdbed,depicted,gestated,or displayed In adueese ermaalog addreas Identified In Item 6 of ere Dmlamlions. snymromunication created by you m anyone onyour behctl: • • e. any actual or alleged copyright Infringement related to SCAMPI or code: Retention our eb1195130 to pop damages.ommoazxppe Mention, wreovefed amonlsrnderaii d. any content sealed or sealed by coy atrector,Meer,or employee in dldrpmeanal Coverage Peri iehexettss arias r• ad mattes relenllaa,which you must say In connedlonvAh, - capacity for nonbunines5 parses,whether or noterh content kcealed during • each coverall star at other covered matter. working amts or on your premises;or Ba claim Is resolvedwghmt payment orally damages by us:and the edbareleNlenta=listeda mteviews,massages,or poste lo any webda,nodal media platform,maecauu hyo • by your payment of olalm mammas ember damages,than we s in remburw you for up to 5096 third pally w'ithotyour mroent. • of the lelentton m525am.YMb:haver is les, s Excluded statutory violations 6. beaed upon or onion Dan of em ideal et eheged NelWon of the following laws: a. the Securities Ad o11g33; • ' vl, Exclusions— .. b. the Securities Exhauge Ad of 1934; ' What is n°t . We will laveno obfgation to pay any sums order gds Coverage Part'bislang damages or . any sate blue shyer securities laws; ' • ravened claim earn cz,krany claim or other mahorcnvated undergecgon ll.Coverage •• d, the paekekvirhfwup ueetl and Conl,OnganizaliomAct,ill U.S.C.§,1961 ersoq.1 or enhancements and subtimild ' • e. the Employee Settlement Stoma SwuiyActof1S74, AnWmst/decopgve lade 1. bitted goner Meng out of any astral of alleged; . luxlicea • a. false.deceptive,or unfair trade pacdoes; •. WC,.Foam CW _.y..— ...�......_.._... —pegal Nadel. - PoMJr WON.)........� �.�..�...._..���_�.�___��,_– _SWIG • . • l • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • -At nen • • HISCOX PRO' HiSCOX. PRO" Architects,Engineers,and Construction Managers Architects,Engineers,and Construction Managers • Professional Liability Coverage Part Professional Liability Coverage Part • • • egFdudlnp as may ba amended,or any Maar provisions of any foreign,«dual,stale,or loaf statutory mammon dew end eny maze wregldams promulgated Under Mak lam. PdoreEemoucasnmwedge 15."Inroad upon orarklrg out army poled m needed breech a duly or neeiieantecl,&rahor omission that. • Fame to maaaln insurance T. based upon marking as oryooractual or aUe0ed Nemo to procure or maintain adequate a wascommitted • or boas Mamma or bench. prior lolhe'vhoaWve dale; • b. emthc subject of any notice given under any otinerpoday alMach gda policy Isa ImproperbiOng B. based upon working a/crony actual or allegedhaoouralo,Improper,orraudNenlbitlirlga renewal ortepbcemenl; • or invoices.Ndud'pg 6d not 6m➢ed los qui lam action orenyadion order the False Claims ndo. me atbjed pf orboMated bed to any gutsier pending BVgOUon,claim,written demand. Ad,As maybe amended,or enyslmior proviabm crony foreign,federal,stele,or boatarbitration,edabistralive orragulatary prodacding w Nvectgabar\aresensiny • statutory or coalman proceeding Nor wac filed or commencedagainst you and of Which you had romprior Insuredvs.lnsured I. 8rouptdby or onbehallafonsInsured or atfllale against another insured or dada; la • • Ste palDypedod;or however.this exclusionMI nal apply to a claim brought by any additional Insured against d. you had'sasledge of odor lathe pact'period,and Mere was.remanade bask to ' another moored based upon arising old of any other irmurod'a performance of hetbva lhalthe act.mar,of emisslen end resell it a chins. prof odsional servleee for the additional Insured. •Hamer,Ms policy faa renewal or replacement ofa previous policy we blued that • prodded materially Hrnnalewerape,and Is pad den unbroken chain efa1,00w eve rnlen8ortal Ods 10. based ovenelmongful, aLofatry Intentional ads lramidsltone cedtnhul wnducl,or any prodde lamed by us,the acalseypge.andfenedtden unbroken MandQmeesiva be the ktewmgly wangful,mneekts,orinlemloral ads or amtsdorts;exact that panty gerbil alba Rd such policy we Issued, • a. wevol pay dart expenses rdtlthereon feel adjudimlbnosfabrahtng suchcondoot,' and Privacy 15,"based upon oradsing ad of any actual or awed: b, lac mdgskn unit not apply to anothercrse covered media activities clolm. a. unauthorized acquisition,access.use,or disclosure of,bnpmper mention of retention • • This mdudonwie applylo the maned insunadody lithoeoMuct wad marshalledm o,Wrath.Wrathla protect any normal/1a pemomUyfdenWeble Hamadan Want/ committed by any: confidential ar proprietary corporate infarmationlhat is In Warm.,austada Wean* • or L poryrar,drectaakar,ker,or mamba alba board(orequdvelenl position)of the named b, vidalhnofany privacylaw or consumer rotedion law Insured;m P prep oOvf against the use • eeclbn,or of anylnbrmatim abouts person or any deadened corporate 0. employeeol Pas named Insured Warty paMar,duedor,ague,or member ofIhe board Information. (or cquivbnlpodlon)of No'tented Ins ursdMaw or had reason to hnowofsuch• fi conduct bylha era/oyes. peele pWulion 17, based upon orarising outofany aotualot alleged; This exclusion will apply snpa,atelyto each insured and wlhi not apply to any Insured who a. treatment,remade,of dbpwelof any pollulanls al any localism,IrxlUdlrg transportation • did nal comas,paddpate In,acquiesce to,orralify such conduct committed by Brothel' to or from any such location:or !monad. b. presence of pollutants many property or bcirllee owned or rented by you, • Joh silo safety 11, baled upon or arising out of any nduod or oingodjvbaiesafoly abider m,including but Subddiary.o�ido contra of 18. a. based upon or prising oltnfprotesoond serdees pedonmd by or on behalful a past eel limited 1W named'otsaed or present sebsldlarywhie the named Insured doo hot have Managementeonlrol of" the lapuro to protect anyPropedY orperwne; it;or b. the preparation afar false to prepare anysafelypratautfons or prodeduras In b. made against 2SubSldary oranyona acting anilsbehelfwhile the named Insured eonneollenwith flay projed,tncia ding bot not Pouted to incl old stafmns,temporary dam mol have management control 011L Wldes,fanctg m den.,nano oroct,scaffolding,orb0baded Tehnob • gyservices •18. based upon Drafting out oC • o. prosupers 01eanrpe afelyoarcm any aohral oauroed defealnany software,hardware,ennwam,oraesecialad reiworit' d. supers/dm of the wkly obligations al others, 'a saating that is safely carded by tad party.Including bel not limbed to any third party • Monufoxo of goods/ f2 based upon al of any goods lhelow Manufactu`ed,sold.handled.designed or • annmiesuppller,marnfedurer,aodglrotef; h • • Products distributed by you oronyareunder your license;however,flits exclusionwll not apply to: b. en/casts ororpenses lnvoisedinlha reads,upgrade,correction,recce,or replacement a.•software sold re=Mad by you W your climes is connection with yam profeaslgnel commercial ynoore,hardware,Ibmwruq prasso<Mednetwolk Meiotic; servlces;or c.'yoermmedal decision lo cease providing technology maws: • • b. goods or products Instofodarincaporeled in yourwakwhkh have been spoof ey d. any seA-replbaling,malicious code.Whether or nal targeted to your ampule,system;or • • designed byyou arm your baba by a llansed or trained dmlgnprufessional for me e. youfictualmaeeged solicitation,recalling,or hiring ofemployees;orwork°.fmme In a spedfe project. past recurrent mpt ooyerof antnaured; • • Mneppropeolbn ofhede •10. based upon or arising out alba actual or alleged the%misappropriodn,,commingling,or Unsaddled teieemahelug 20. based upon or miring out ofory actuator aleged violation Jany federal,agile,local.or eonvsrsbn of any fads,modes,octets,or prdpomy. foreign statutes,ordNnrces,orregulations relating to unlisted ldemadmdng,sohciledam,' • • ernaia,fa00a led massages,or any ogre communfaltons of coy type windbrro,indudilg peleninfede sweet 14. based uponareltshg ad of any actual ordllegedintdnpcoraco,um•dutosure,or but lupilimited to the Telephone consume pmkcnan Pot.CM1NSPMI M,enony'amlF • misappropriation of any pnlem or trade secret. spam•or'do.notcail'sblmm,adnancs,orreplan. • • ..,,,��__.....,-... -- W&det Pons uwPdim arpare1l0 wOh EPoOa oaom b, g)...,..... ...._._..._..._�..�....��_......�._ pa00TN10 • • • • • • • • • • • • • • • • • • • • • • • • ' C • • • • • • • • Hl5COX FARO"Architects,Engineers,and Construction Managers HIS OX R� Architects,Engineers,and Construction Managers. • • Professional Liability Coverage Part . Professional Liability Coverage Part • c. she retina,tedunlon,or resldbn offees,wmmisalorw,proms,or charges for goods prgvlded • VII.OerinitlDfls The fgowlog doOtad.s appy In Wsraserage Pan.Adddlonaldefnitions are ehNained In Section are<Moro rendered;In.Wlw Is uninsured.and falba General Tome and Cmdilans,Section N.DeNddens eppD®ale • • Mall Coverage Patna.' d. figldalad or mriliple damages; r Whale • means• • • • .. • . encu 0. radildan, agement ofpm!lis,any advantage to which you were nalegallyenGUed,or 1 1. ypmson orenmywhich whoyor partly owns,aperalos,canters,or manages the named . • - Karr Insured; I. Mc nest of complying wghNNrsliva relief. • • • 2 any entity . insured organItatIon • - a..Mich was operated• ,ennliWed,or managed bytha named Insured;ar • 1. the namedlesumd; • b. In whiehany Insured has annsomshIpbdereat of26%or more, 2. asubaldiaty, • • atony Sew during drafter the performance of mo professional services siting the to the . 3. ajolnlveature;or• • claim;or _ 4. an acquired entity. • • • 3. any may for*Wham,insured is/mallow ardtreclarrat lhalime the claim ismada. Malin does ndindaea sbbsMlaryur acquired entity. Mahspemenl control means having: 1- 9odilysnJary earl physical Injury,aldmeas;disease,or dealhmntalnad by a parson,which alimony roman anawnamhya Nlenttdmen then fig%; , d routing from your performance pratesslonal services and any humWanon,mental injury, o 2. on evmorchb Hemet represeraing more than rSO%°fete voting,appointment, designation' anguish,emotional&bass,sdferng,or lack powerforlheselection of majedly of the truant of&adore,memenaggem .ent c:nmibee' • members,or to=mbar,at tho monagamentaward,whichever leeppdcaala;or:- DodlrylnJJrryelaoNdudnmedlWmenitwting tial is the direct result of any MireMimics , aaavciales. 3, {heI'tghS whNhe(hy law,contract,walherwisnmded appelN,erdeslgruleamejany of Claim • moans any written assertion offoeity orany wtiilen demand br Menial compenaNton or non- Iia beard of dvactors,the Managemenl0ammhtetsor the management boad,whidrweris monetary relief, . applicable. 1 Claim espenset ens the fegnwkm sues Incurred In cameos of the mmndon and with aurpilotwiden concert Media activities claim means.claim arising clam thepubication,dhsennnadon,orrelease ofinrarmalkann,materials on 1c ad reasonable and'necessary fees,coma,and expenses fees orattome send 'en insured nfororgaany equal orelleesthetaor onano social media page sponsored by an Insured y p Y organlzatlan crony eduel e(Nleged; , esperty amused In Ae'vivesfgNion,defense,se appeal e1 a Melee;end • 2 premiums an appealbanda,allachment bonds,orairdar bond,iota we will have no obrgation 1. copyrightlnfdngemerd,trademark intringctnanI,trademark dilution,tradedress ialdngemerh W apply far m faNdrany suds bonds. - publicly rights violations,or any lniaeppmpdolon of content,fmmau,abraders,Inde. names,character memos,Nes,voices,Pagans,graphic malarial,or adwodn Crisis management Mud meansthe publkarulmasemenl of any of Ma following events which,In your good faith opinion, 2. btsasiondpnvecy,including Intorsion upon malt/Can,pubdcatlon ofpdvalefads.false ggad, , . had or is reasonablygkelyla how an adverse loped on your repumfmn: • ra misapprispriation alnameor liknnm 1. an actualnreleged negligent eel,error,m omission in the performance of torpaaresilanal 3. Ingklton ofemollonaldcbessarouboge; •• • services; 4. ddamadon,including but nen gaged to Dial,blander,trade libel,product d,pamgement,and 2. are decolath, ined pcsly,or)ofllrenlIdictmamed Insured:ny winner,director:officer,or board member • Injutiousfatcehned;m , •• 3. an employee Um are vialedaume whie on named insured's remises 0. rpae sponsored lheroNm4afeoNsaredudln3 kallor limited witd to any or scalar yea ares p Aladinningh mtagemd n aninsuredorged or Medi�bm ndlionedlue nient. • Damages mama thereilowi,g amounts lneundin rooms aline ratanllonr aliening ltamttooposse oreNgyWnooded or failedm ash in reliance onaWtcoNenl. '1. a monetary judgment or monetary award that you are legally obligated to pay Grp lading Pro- • Mediaaollvllleaeidm aka indudaaaclaimalleging personal and advertising Injury. . arpostjudgmentidendand avruds ofPoinenrs atlonrcyfcas);of Personal and advedlting means injury,dhefNan badllylnjuey otpropenydamage,arising out o(ane or moeoflhe 2 a monetary setgememnagddatad by us coin your coneant lately following offenses: • Damages Includes perinea damages to Mehl aslant they are Insurable under Me taw Jany 1. robe arms!,detention,orlmprtanmcnt • a• pplicable jetndatiwn tial most favor.coverage. • 2..malieieps prosecution; • Damages also Includes e lutes end penalties assessed apebml you in the coram or your Wrongful eviction fmm.wrongful entry Into,orinvasion ofthe right of private occupancy of • prservices b tiered alta they are Inarsabla under rise law of any applcnblo pygisps; • ju rn nanllwlod'fawrerowmgo, 4. dandst,libel.ar dalemadon.ordleparegemerddgoods,product.,or aeni®s,whethar in Damages toil ndmeen. . cegnagdn with your professional entvtoes or your odvolismg oriln telae mconclion; • 6. orator wrstan publication or malarial,whether in conneedon with your prof osslonal Seryicey• • b- overhead awls.general business expanses,salaries,or wages intoned by you,imitating gra . or your advertising ofg,thal violates a Peneoo'a light olplvacy. . • Into at recalling,producing,lepmdudng,or reprinting any medlamnter orlhe costs crony • . eoiufues lrrtaredineomedioe 0ldi aushodMtiee: - ,' . wmiWu moot arna'tet �..—�_-..«—�.««. _.r. -.....«....— «....-... Paaedra: WaNbEPYAr LWtt MIA —...,---,—....--------,---- Pun - .-.��...—...,.........«....«.--PWaoa/to 1 . I • ,, • • E uscpxn•Archfina s,Engineers,anti Construniton Managers • ProrosslonaMLiability Cm/grans Part. • • fdtutunt. I.+e*s an}s ,icl4,pawn,t bifti,nd4bplwl,or twnrplilam or mnantmFl, • . ' Ivadtvemdra.wpm,awl.eandlra.ans.eurcpa sm.11,m,mall,spa.%rua,l.sml, haat.nils slid.'v..hanla� drx InnntalAa,UsSMe*.X xa ax.1 1,1xx*bmluq flan int 6ntndhLPal1_an laea l,enlne.faephatlmai,pl eiblVfI id. Pollugeallek111yeUlmn( mieMPelMarepakal}ab olu'.j ittobit amY.mi dmgd',ssdu..lmmcd tllrlarps,abp.,aa, ' nixie,erniapa ern*FCMin mwayr.lAXIpNil}eallAI MItis afMbrshlsnbl . mMs.sndliKialsale mowwvb and per...trews,mekaMaapnmeaymawl*r.jamei . • pair tnhaln to Ira IM,mod*.dean cT nmvm.m dale.teat data/.ccralnlee • - aollabnla. ' Paknmtdam innmtemlvdo,imineranhebh.cl cefmuradmato 6xvwnleasunaraCte 114 Yrs • Ind to a Mtn mama**air itis pan'''. • " • •plan ads.I*nag.– mcanl4edJhlnfatavnpservkasPe+l:medMOtani finger: • 1. Cletus...nsregatragepsbkadlmpsnye..N,ln,tta.6.platin*,daratla'1 . wrlralhtternanitn ndendhlacopWlyntmnMFUA,amineatkMenpb . ' • aleettILledmwtr/nerpemrowJ VA:Anai pbylam mumpot',hied manger, • • mapn lefa, o ammindynatartal Yllid, mer . rnlif ag aa,101.lgmibml,mnaudikmconnaral.a1rNems . Z edhmtyhdvr.keywMasmg-ma haeanniofeacimilianas Inpat aewa ImFaiFa.toarre:can dmea,gni fhadm{py SawNpmmi prepannW 1paarabeta,.lral,d, • • • .rza,hr(3rammm1agnnivinsuppnd,pi mdq,menafmg wpxsu,auUlno.I!MaIMI 1lroienlanNeankaeyki hula..'eti,eaSotiasemrerpatplasm prat***Matraprar . MIak laaaaleyeWcLlhaeanaedinsun i, Fe IcksfmaHlN+11141 ,Yia{Fansnw'WilirndeF mhvwLdul a harm"am ' .. .moamumu¢,nrmlwedlganga,dar mChagnmd;eni¢Js lOr.59 rapdrerlar, • •• . Pli44110ag4 /mom erie minmcelanxdnwlbhal.nptamid.prrgnlypplfd+eeapperl4 Dm sem p.ttamaraa orpren.abpa(wake.,awl klaarvia MVat MIX*. I eteledll.q namihuorpr.plkpmaasin)Mirdrrxmirundrrllwi At*nir, mid nn Marwsan Pranedand Udall,CUNnoparwteedhndila eichninneNdullaslaw await emlmrmmareMefoespmdfa eawnFrrnhnwemartanhlint Fi lht Comma P.114. •l¢ad prtydliednleala mecnswrynm•plpfalheumnmi ti u isnarklarninfrencielaini o mien china,alter . vumnrnpnd amen ales arae llneeslt Mazda;erg rm ang.i1anC aerclAijta,hal • at/yaUNhNowa...4manaWml'on dimetlailatarp par perfnanna efFalesba.i Neth.. • - Yur;-wlr,arInramd neaps a na.71111 elal,sue711luy,JaFivaVnegaequllM aaeily,11111Ne*IBihllillih. . • aeypnyen,k4apirydaal i mma'niC.hotaddllblalkmnd,n daniati nSedbaU,Who len •, nY.raa, VIII.Other pinvlalnra>t 4Yt.ertita_s�+u r. A lath resro lbnnsfoymm,lvamoaadnln n,a ca.roq.pmtry+o',r,eWmmkrmp Fera witphitelebo•il pififcttl.teamadisr nrdlorl alyubrr„INtnlrcat3Wata.ai1114 • utneuaiy panayhaaa epi NM legdddyeu Mv.i-send ro.addmm�t.al • • • arpptamellian as Wprparkmann dine PmraennataaMeP IIW_a Ito rm1pa • . *lam noeia liyaer*DNA it naiimiapdin4tlgh OM. • • . warm fadal avbalrl�' ... ..,..nom.....—...�..�....r...`–.—. •naiomn I • ••• www.saif.com ■ Saur°k• fe. egon. Oregon Workers'.Compensation • • Certificate of insurance Certificate holder: • KARIANN OLSON •• CITY OF ASHLAND 90 N. MOUNTAIN AVE. ' • ASHLAND,OR 97520 • • • The policy of Insurance listed below has been issued to the insured named below for the policy period indicated.The insurance afforded by this policy is subject to all the terms,exclusions and conditions of such policy;this policy is subject'to change or cancellation at any time. ' Insured Producer/contact • Stoddard Power Systems;LLC • Hub International Northwest LLC-Eugene 1056 Green Acres Rd Ste 102-527 Mike Godfrey Eugene, Or 97408-1505 541.650.6772 mike.godfrey@hubinternationai.com • Issued 06/28/2023 Limits of liability Policy 100035727 Bodily Injury by Accident $1,000,000 each accident •• . Period 08/01/2023 to 08/01/2024 : Bodily Injury by Disease $1,000,000-each employee • • Body Injury by Disease $1,000,000 policy limit • Description of operations/locations/special items Important This certificate is issued as a matter of information only and confers no rights to the certificate holder.This certificate does not amend,extend or alter the coverage afforded by the policies above.This • certificate does not constitute a contract between the issuing insurer,authorized representative or producer and the • certificate holder. • Authorized representative • • • - T - Chip Terhune • - S ' President and CEO - • • • • • • 400 High Street SE Salem,OR 97312 P:800.285.8525 • Policy_OLCA_Canillcate0f(nsurance F:503.584.9812 ' Y . _ • w Kariann Olson . • From: certs@saif.com . • Sent: Wednesday,June 28,2023 11:34 AM To: Kariann Olson' Subject: Certificate of insurance#1458732 for Stoddard Power Systems,LLC Attachments: CertificateOfCoverage.pdf , [EXTERNAL SENDER] • P • • . Attached is the Certificate of Coverage you requested. • • Note: Please do not respond to this email; use the contact information below. SAIF Corporation - •. 1-800-285-8525 , ' • This email may contain information that is privileged, confidential, or otherwise exempt from disclosure under applicable.law,.If you are not the addressee, or if it appears that you have received this email in error, please • advise SAIF Corporation immediately, keep the contents confidential, and immediately delete the message and . any attachments from your system.Thank you. . • • .. ..........._. ..__..._..__. . . _ • • Confidentiality Notice:This email may.contain information that is privileged,confidential,or otherwise exempt from • disclosure.under applicable law. If you are not the addressee or it appears from the context or otherwise that you have received this email in error, please advise us immediately at itservicedesk@saif.com, keep the contents confidential,and • • immediately delete the.message and any attachments from your.system. ' . 0 . . . • , • - iZ • • • • • • I: