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2023-143 PO 20230299- G2 Consultants
,.. CITY RECORDER Purchase Order Fiscal Year 2023 Page: 1 of: 1 • -f--....•--,,'-i,_;-:-,1,INSTMI: -: illiftiuMnsMAPN•At. B City of Ashland - - - ---- — - ; ATTN: Accounts Payable Purchase L 20 E. Main 20230299 L Ashland, OR 97520- Order# T Phone: 541/552-2010 . O Email: payable@ashland.or.us -, ✓ S H CIO Public Works -Operations E G2 CONSULTANTS 1 90 North Mountain Ave. N PO BOX 8252 p Ashland, OR 97520 CAROL STREAM, IL 60197-5252 Phone: 541/488-5353 0 R T Fax: 541/552-2329 . 0 ._._ Wes Hoadley affiftMilt4tde-7=-•'---•----___.. •,---i----ig--i----.71 - .,_ .!$VWitifi-i-E--:- .. .--4-611,--z•Fin u uW••=--.- 'L' a:_,...,---- --:::n-Cii..1.11- 04/11/2023 7668 FOB ASHLANDOR/NET30 . City Accounts Payable UMW.-_-_ --_-., --- - raiiiit 'AgOr.---_--- -.=-_ -2 .M .:.7*------- -..i----n7=-2--. 3 TaZOMAriMr--,---_------, i-z-Tad2;:fitV Safety Training Public Works 1 Safety Training -Public Works Department 12.0 MO $3,090.00 $37,080.00 Five (5)Year Agreement April 2023 -March 2028 Approved by the City Council March 15, 2023 YEAR 1 April 2023-March 2024 $3,090.00/Month , Project Account: 2 YEAR 2 12.0 MO $0.01 $0.12 April 2024-March 2025 $3,090.00/Month Project Account: 3 YEAR 3 12.0 MO $0.01 $0.12 April 2025-March 2026 $2,910.00/Month Project Account: 4 YEAR 4 12.0 MO $0.01 $0.12 April 2026-March 2027 $3,000.00/Month , Project Account: . 5 YEAR 5 12.0 MO $0.01 $0.12 April 2027-March 2028 $3,090.00/Month Project Account: ***************GL SUMMARY*************** I 088400-610400 S $37,080.48 I I I I pit , n / i ...--,--w-i,-„i_ ---------- A ilPf By: _. AO Date: 11 ill 7) • Author'.e: Rin:ture S - OTE $37080.48 :.FORM #3 CITY OF • request ®r � Purchase � y ASHLAND FR REQUISITION / 1Date of request: • . 04/06/2023 Required date for delivery: Vendor Name G2 Consultants Address,City,State,Zip 33 N.Central Avenue,Suite 204, Medford,OR 97501 Contact Name&Telephone Number Matt Harper 888-998-4224 matth@g2ci.com info@g2ci.com Email address SOURCING METHOD ❑ Exempt from Competitive Bidding ❑ Invitation to Bid D Emergency ❑ Reason for exemption: Date approved by Council: ❑ Form#13,Written findings and Authorization ❑ AMC 2.50 _(Attach copy of council communication) ❑ Written quote or proposal attached ❑ Written quote or proposal attached _(If council approval required,attach copy of CC) ❑ Small Procurement 0 Request for Proposal Cooperative Procurement Not exceeding$5,000 Date approved by Council: 03/15/2023 ❑ State of Oregon • ❑ Direct Award _(Attach copy of council communication) Contract# ❑ VerbalNVritten bid(s)or proposal(s) ❑ Request for Qualifications(Public Works) ❑ State of Washington Date approved by Council: Contract# _(Attach copy of council communication) ❑ Other government agency contract Intermediate Procurement ❑ Sole Source Agency GOODS&SERVICES ❑ Applicable Form(#5,6,7 or 8) Contract# Greater than$5,000 and less than$100,000 ❑ Written quote or proposal attached Intergovernmental Agreement ❑ (3)Written bids&solicitation attached ❑ Form#4,Personal Services$5K to$75K Agency PERSONAL SERVICES Date approved by Council: ❑ Annual cost to City does not exceed$25,000. Greater than$5,000 and less than$75,000 Valid until: (Date). Agreement approved by Legal and approved/signed by ❑ Less than$35,000,by direct appointment ❑ Special Procurement City Administrator.AMC 2.50.070(4) ❑ (3)Written proposals&solicitation attached ❑ Form#9,Request for Approval ❑ Annual cost to City exceeds$25,000,Council ❑ Form#4,Personal Services$5K to$75K ❑ Written quote or proposal attached approval required.(Attach copy of council communication) Date approved by Council: Valid until: Date Description of SERVICES • Safety Training-Public Works-5 Year Contract-April 2023 thru March 2028 TOTAL COST Year 1-$3,090/Mo,Year 2-$3,090/Mo,Year 3-$2,910/Mo,Year 4-$3000/Mo,Year 5-$3090/Mo $ 182_,160.00 Item# Quantity Unit Description of MATERIALS Unit Price Total Cost ❑ Per attached quote/proposal TOTAL COST $ Project Number - Account Number 0 8 8 4 0 0. 6 1. 0 4 0 0 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,I certi t -t the City's public contracting requirements have been satisfied. Employee: 1-1.„)^ •••••Department He.: T L�fs. ( a al greater tha_,:1 000) Department ManagerlSuperviso . City Manager:��j� ! °"'t ` / ������ "f" \ r -rthan_$3 000) Funds appropriated for current fiscal year: c/ NO ''f 1 I(27 Fina,ce Director-(Equal to or greater than$5,000) Date Comments: Form#3-Requisition • SAFETY TRAINING FOR THE PUBLIC WORKS DEPARTMENT CONSULTANT: G2 Consultants. CITY OF CONTACT: Matt Harper, CIH, CSP/Director, IHHS Services ASHLAND Electric Department ADDRESS: 33 N. Central Ave., Suite 204,'Medford, OR 97501 90 N. Mountain Ashland,Oregon 97520 TELEPHONE: 888-998-4224 Telephone: 541-488-5354 FAX: 888-887-6422 EMAIL: infocr.g2ci.com matth@g2ci.com This Personal Services Agreement (hereinafter"Agreement") is entered into by and between the City of Ashland, an Oregon municipal corporation(hereinafter"City")and G2 Consultants ("hereinafter "Consultant"), for Safety Training for the Public Works Department. NOW THEREFORE,in consideration of the mutual covenants contained herein,the City and Consultant hereby agree as follows: 1. Effective Date and Duration: This Agreement shall become effective on the date of execution on behalf of the City, as set forth below(the"Effective Date"), and unless sooner terminated as specifically provided herein,shall terminate upon the City's affirmative acceptance of Consultant's Work as complete and Consultant's acceptance of the City's final payment therefore, but not later than April 1,2028. 2. Scope of Work: Consultant will provide Safety Training for the Public Works Department as set forth in the Consultant's Proposal dated January 18,2023, 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 following cost per month as follows as full compensation for Consultant's performance of all Work under this Agreement. Firm Cost Per Month(All YEAR CONTRACT Annual Cost Inclusive) Year I *April 2023—March 2024 $3,090.00($4,070.00**) $37,080.00 Year 2 April 2024—March 2025 $3,090.00($4.190.00**) $37,080.00 Year 3 April 2025—March 2026 $2,910.00 S34,920.00 Year 4 April 2026—March 2027 $3.000.00 $36,000.00_ Year 5 April 2027—March 2028 $3,090.00 $37,080.00 TOTAL COST(5-Years) $182,160.00 *Contract approved by the City Council on March 15,2023.New start date April 2023. **Consultant offered to make the cost per month for Year I and Year 2 the same as Year 5. In no event shall Consultant's total of all compensation and reimbursement under this Agreement exceed the sum of$182,160.00(one hundred eighty-two thousand one hundred sixty dollars) without the express,written approval from the City official whose signature appears below, or Page 1 of 7: Personal Services Agreement Between the City of Ashland and G2 Consultants. such official's successor in office. Payments shall be made within thirty (30)days of the date of receipt by the City of Consultant's invoice. Should this Agreement be terminated prior to completion of all Work,payments will be made for any phase of the Work completed and accepted as of the date of termination. 4. Supporting Documents/Conflicting Provisions: This Agreement and any exhibits or other .supporting documents shall be construed to be mutually complementary and supplementary wherever possible. In the event of a conflict which cannot be so resolved, the provisions of this Agreement itself shall control.over any conflicting provisions in any of the exhibits or supporting documents. • 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 required 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 property right shall vest in and is hereby assigned to.the City. 8. Statutory Requirements: The following laws of the State of Oregon are hereby incorporated by reference into thus-Agreement: ORS 279B.220, 279B.230 and 279B.235. 9. Living Wage Requirements: If the amount of this Agreement is $24,050.68 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 50N or more of the Work under this Agreement. Consultant is also required to post the notice attached hereto as"Exhibit B"predominantly in areas where it will be seen by all employees. 10. Indemnification: Consultant hereby agrees to defend, indemnify, save, and hold City,its officers, employees, and agents harmless from any and all losses, claims, actions,costs, expenses,judgments, or other damages resulting from injury to any person(including injury resulting in death), or damage(including loss or destruction)to property, of whatsoever nature arising out of or incident to the performance of this Agreement by Consultant(including but not limited to,Consultant's employees, agents,and others designated by Consultant to perform Work or services attendant to this Agreement). However, Consultant shall not be held responsible for any losses, expenses, claims, costs,judgments,or other damages, caused solely by the gross negligence of City. 11. Termination: a. Mutual Consent. This Agreement maybe terminated at any time by the mutual consent of both parties. • b. City's Convenience. This Agreement may be terminated by City at any time upon not less than thirty (30) days' prior written notice delivered by certified mail or in person. Page 2 of 7: Personal Services Agreement Between the City of Ashland and G2 Consultants. c. For Cause. City may terminate or modify this Agreement, in whole'or in part, effective upon delivery of written notice to Consultant, or at such later date as may be established by City under any of the following conditions: i. If City funding from federal,.state,county or other sources is not obtained and continued at levels sufficient to allow for the purchase of the indicated quantity of services; ii. If federal or state regulations or.guidelines are modified, changed, or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this Agreement or are no longer eligible for the funding proposed for payments authorized by this Agreement; or iii. If.any license or certificate required by law or regulation to be held by Consultant to provide the services required by this Agreement is for any reason denied;revoked, suspended,or not renewed. d. For Default or Breach. i. Either City or Consultant may terminate this Agreement in the event of a breach of the Agreement by the other. Prior to such termination the party seeking termination shall give to the other party written notice of the breach and its intent to terminate. If the party committing the breach has not entirely cured the breach within fifteen(15) days of the date of the notice, or within such other period as the party giving the notice may authorize in writing,then the Agreement may be terminated at any time thereafter by a written notice of termination by the party giving notice. ii. Time is of the essence for Consultant's performance of each and every obligation and duty under this Agreement. City, by written notice to Consultant of default or breach, may at any time terminate the whole or any part of this Agreement if Consultant fails to provide the Work called for by this Agreement within the time specified herein or within any extension thereof. iii. The rights and remedies of City provided in this subsection(d) are not exclusive and are in addition to any other rights and remedies provided by law or under this Agreement. e. Obligation/Liability of Parties. Termination or modification of this Agreement pursuant to subsections a, b, or c above shall be without prejudice to any obligations or liabilities of either party already accrued prior to such termination or modification. However, upon receiving a notice of termination(regardless whether such notice is given pursuant to Subsection a,.b, c, or d of this section, Consultant.shall_immediately cease all activities under this Agreement,unless expressly directed otherwise by City in the notice of termination. Further,upon termination, Consultant shall deliver to City all documents, information, works-in-progress and other property that are or would be deliverables had the Agreement been completed. City shall pay Consultant for Work performed prior to the termination date if such Work was performed in accordance with this Agreement. 12. Independent Contractor Status: Consultant is an independent contractor and not an employee of the City for any purpose. Consultant shall have the complete responsibility for the performance of this Agreement. Consultant shall provide workers'compensation coverage as required in ORS Chapter 656 for all persons employed to perform Work pursuant to this Page 3 of 7: Personal Services Agreement Between the City of Ashland and G2 Consultants. • Agreement. Consultant is a subject employer that will comply with ORS 656.017. 13. Assignment: Consultant shall not assign this Agreement or subcontract any portion of the Work without the written consent of City. Any attempted assignment or subcontract without written consent of City shall be void. Consultant shall be fully responsible for the acts or omissions of any assigns or subcontractors and of all persons employed by them, and the approval by City of any assignment or subcontract of the Work shall not create any contractual relation between the assignee or subcontractor and City. 14. Default. The Consultant shall be in default of this Agreement if Consultant: commits any material breach or default of any covenant,warranty, certification, or obligation under the Agreement; institutes an action for relief in bankruptcy or has instituted against it an action for insolvency; makes a general assignment for the benefit of creditors; or ceases doing business on a regular basis of the type identified 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 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 are subject to the City's acceptance. If requested, complete copies of insurance policies; trust agreements,etc. shall be provided to the City: The Consultant shall be financially responsible for all pertinent deductibles,self-insured retentions, and/or self-insurance. 16. Nondiscrimination: Consultant agrees that no person shall, on the grounds of race, color, religion, creed, sex, marital status,familial status or domestic partnership, national origin, age, mental or physical disability, sexual orientation, gender identity or source of income, suffer Page 4 of 7: Personal Services Agreement Between the City of Ashland and 02 Consultants. 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: If to the City: Public Works Department Attention: Wes Hoadley Address: 90 N. Mountain Avenue Ashland, Oregon 97520 - Telephone: 541-552-2355 Email: wes.hoadley@ashland.or.us With a copy to: City of Ashland—Legal Department 20 E. Main Street Ashland;Oregon 97520 Phone: (541) 488-5350 Page 5 of 7: Personal Services Agreement Between the City of Ashland and G2 Consultants. If to Consultant: G2 Consultants Attention: Matt Harper Address: 33 N. Central Avenue, Suite 204 Medford, OR 97501 Telephone: 888-998-4224 Email: info@a2ci.com matth@g2ci.com 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 for.litigation of any action arising.under this Agreement shall be in the Circuit Court of the State of Oregon for Jackson County unless exclusive jurisdiction is in federal court, in which case exclusive venue shall be in the federal district court for the district of Oregon. Each party expressly waives any andall 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 formalities as this Agreement. 21. Nonappropriations Clause. Funds Available and Authorized: City has sufficient funds currently available andauthorized for expenditure to finance the costs of thisAgreement within the City's fiscal year budget. Consultant understands and agrees that City's payment of amounts under this Agreement attributable to Work performed afterthe 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, CONSENT,MODI-FICATION OR CHANGE OF TERMS OF THIS AGREEMENT SHALL BIND EITHER PARTY UNLESS.IN WRITING AND SIGNED BY BOTH PARTIES. SUCH WAIVER,CONSENT, MODIFICATION OR CHANGE,IF MADE, SHALL BE EFFECTIVE ONLY IN THE SPECIFIC INSTANCE AND FOR THE SPECIFIC PURPOSE GIVEN. THERE ARE NO UNDERSTANDINGS,AGREEMENTS, OR REPRESENTATIONS, ORAL OR WRITTEN,NOT SPECIFIED HEREIN REGARDING THIS AGREEMENT. CONSULTANT, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE,HEREBY ACKNOWLEDGES THAT HE/SHE HAS READ THIS AGREEMENT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND CONDITIONS. 23. Certification. Consultant agrees to and shall sign the certification attached hereto as "Exhibit C"and incorporated herein by this reference. Page 6 of 7: Personal Services Agreement Between the City of Ashland and 02 Consultants. 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: G2 CONSUL ANTS By: $ � By: s oseph L. e ard, City Manager Signature 1/7 .-`3 µamaa�G-,z. ate Printed Name \-21 lia.LAICAL Title Purchase Order No. Date (W-9 is to be submitted with this signed Agreement) APPROVED AS TO FORM: . City Attorney �, z3 bte Page 7 of 7: Personal Services Agreement Between the City of Ashland and G2 Consultants. EXHIBIT B CITY Of ASHLAND, 'OREGON City of Ashland LIVING ALLemployers described WAG E below must comply with City 'of Ashland laws regulating a ment of a livin. wa.e. $17.02 per:hour;-effective June 30, 2022.. • Prit -The Living Wage is adjusted.annually every. June 30 by the Consumer..Price •Employees must be paid a portion of business of their 401K and IRS eligible living wage: employer, if the employer has cafeteria plans(including ten or more employees,and childcare) benefits to the has received financial amount of wages received by assistance for the project or the employee. D. For all hours worked under a business from the City of service contract between their Ashland in excess of D Note: For temporary and employer and the City of $24,050.68. part-time employees,the Ashland if the contract Living Wage does:not apply exceeds$24,050.68 or more. ➢ If their employer is the City of to the first 1040 hours worked Ashland, including the Parks in any calendar year. For D For all hours worked in a and Recreation Department. more details, please see month if the employee spends . Ashland Municipal Code 50%or more of the D In calculating the living wage, Section 3.12.020. employee's time in that month employers may add the value working on a project or of health care, retirement, • For additional information: Call the Ashland City Administrator's office at 541-488-6002 or write to the City Administrator, City Hall, 20 East Main Street, Ashland, Oregon 97520, or visit the City's website at www.ashland.or.us. Notice to Employers: This notice must be posted predominantly in areas where it can be seen by all employees. CITY OF ASHLAND Page I of 1: EXHIBIT B • EXHIBIT C CERTIFICATIONS/REPRESENTATIONS: Consultant,by and through its authorized representative, under penalty of perjury,certifies that(a) the number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be issued to it and (b) Consultant is not subject to backup withholding because: (i) it is exempt from backup withholding, or(ii) it has not been notified by the Internal Revenue Service (IRS)that it is subject to backup. withholding as a result of a failure to report all interest or dividends, or(iii) the IRS has notified it that it is no longer subject to backup withholding. Consultant further represents and warrants to City that: (a) it has the power and authority to enter into this Agreement and perform the Work, (b)the Agreement, when executed and delivered, shall be a valid and binding obligation of Consultant enforceable in accordance with its terms,(c)the work under the Agreement shall be performed in accordance with the highest professional standards, and (d) Consultant is qualified,professionally competent,and duly licensed (if applicable)to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws, it is an independent contractor as defined in the Agreement, it is authorized.to do business in the State of Oregon, and Consultant has checked four or more of the following criteria that apply to its business. (1) Consultant carries out the work or services at a location separate from a private residence or is in a specific portion of a private residence, set aside as the location of the business. (2) Commercial advertising or business cards or a trade association membership are purchased for the business. (3)Telephone listing is used for the business separate from the personal residence listing. (4)Labor or services are performed only pursuant to written contracts. (5)Labor or services are performed for two or more different persons within a period of one year. (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. 4 Cons tants signature Date . . Page I of I: EXHIBIT C • EXHIBIT A • • (7-9 consultants City of Ashland Safety Training Public Works Department Technical Proposal Contracting Agency: City of Ashland Sole Point of Contact: Kari Olson Title: Purchasing Specialist Address:90 N Mountain Avenue, Ashland, Oregon 97520 Phone: (541) 488-5354 • Fax: (541)488-5320 Email:kari.olson@ashland.or.us January 18, 2023 • • • Prepared By: G2 Consultants 33 N Central Avenue, Suite 204 Medford, Oregon 97501 www.g2ci.com . CCB#223539 • • TABLE OF CONTENTS PAGE# 1.0 LEI I ER OF INTRODUCTION/COVER PAGE 1 2.0 PROPOSAL SUBMISSION FORM 2 3.0 QUALIFICATIONS&.EXPERIENCE 2 • 4.0 SAFETY TRAINING CLASSES 4 5.0 REFERENCES 8 6.0 CONTRACTUAL TERMS&CONDITIONS 9 7.0 AFFIDAVIT OETBADE_S.ECBEL_____.. —.___9 APPENDICES APPENDIX A: EXHIBIT A-PROPOSAL SUBMISSION FORM(SIGNED) APPENDIX B: EXHIBIT B-CERTIFICATE OF COMPLIANCE(SIGNED) APPENDIX C: TRAINER RESUMES APPENDIX D: NORTH SLOPE TRAINING COOPERATIVE RECOMMENDATION LEITER-SHAUNTEL YOUNG G2 Consultants City of Ashland • Safety Training-Technical Proposal Public Works Department • 1.0 LETTER OF INTRODUCTION/COVER PAGE January 18, 2023 Wes Hoadley • Public Works Maintenance Safety Supervisor City of Ashland 90 N. Mountain Avenue Ashland, Oregon 97520 RE: Safety Training & Job Observation Services for the City of Ashland Public Works Department Mr. Hoadley, Thank you for.the opportunity and allowing DKI Consultants, LLC dba G2 Consultants (G2) to submit this Request for Proposals (RFP) response for the safety training and job observation services, to be provided to the City of Ashland's Public Works Department. G2 is a full-service industrial hygiene, occupational and environmental health and safety consulting firm. G2. provides nationwide services to, government, private and public sector clients. G2 is experienced in all aspects of regulatory compliance consulting, health hazard evaluations, risk assessments and occupational safety training services. G2 brings a fresh and innovative approach to our clients throughout the Pacific Northwest and the country with our team of safety —professionals--- --- �. _- -- ---- -- --- - -_------ — - With approximately 70 years of experience, G2 understands the regulatory, budgetary and management challenges unique to conducting the ongoing safety services requested in this REP. We trust that the information included in this response will demonstrate our ability to successfully handle the City of Ashland's safety training and job observation needs. We look forward to your favorable consideration of our firm to assist with the requested safety services. Our company's business information can be found below: Company Name: G2 Consultants Principal Contact Name: Matt Harper, CIH, CSP/Director, IHHS Services Physical Address: 33 N Central Avenue, Suite 204, Medford, Oregon 97501 Mailing Address: 16869 SW 65th Avenue, #15, Lake Oswego, Oregon 97035 Telephone.Number: (888) 998-4224 Fax Number: (888) 887-6422 Email Address: info@g2oi.com Respectfully ubmitted, • M Harp�r, CIH, CSP Director, IHHS Services • G2 Consultants G2 Consultants Page 1 of 9 City Of Ashland Safety Training-Technical Proposal Public Works Department 2.0 PROPOSAL SUBMISSION FORM G2's Proposal Submission Form can be found attached to this document in Appendix A: Proposal Submission Form (Signed). 3.0 QUALIFICATIONS&EXPERIENCE G2 has multiple decades of collective experience providing health and safety. services to public sector employees across the State of Oregon. Currently, G2's client list includes over a dozen cities in the State of Oregon, some of which have requested safety training services for their Public • Works departments. G2's Director of Industrial Hygiene & Health & Safety (IHHS) Services,.Matt Harper, has personally conducted or managed the majority of these city training contracts..At the time of this proposal submission, Mr. Harper is anticipating being the primary project manager for the City of Ashland Public Works Department Safety Training contract, if awarded this work. The most recent safety training G2 has performed for a Public Works department in Oregon was for the City of Springfield. This client reached out to G2 to conduct lockout/tagout training for approximately 40 employees. The aforementioned training was provided in a classroom setting provided by the client. Topics in this training session included, but was not limited to the Occupational Safety & Health Administration(OSHA) rule for Control of Hazardous Energy (OSHA. 29 CFR 1910.147), types of energy and associated hazards, lockout/tagout versus solely tagout, service and maintenance activities, equipment specific procedures, inspections and OSHA's training requirements. G2 believes that training curriculum should be tailored to our clients' specific operations, procedures and needs. G2 can guarantee the City of Ashland that they will"never receive any type of generic presentation. Prior to every training session, G2 shall review the City's safety program, policy and/or procedures for that month's safety topic. Upon completion of this review, G2 will develop custom and unique course material for the Public Works department audience, whether it be at an initial, awareness or refresher level. In addition to reviewing the City's written safety plans prior to developing the monthly training, G2 shall likely request other documents such as, but not limited to equipment lists and chemical inventories, to better customize the training materials to the audience's needs. Shauntel Young, Project Manager with G2 will be the primary safety trainer supporting this City of Ashland contract. Ms. Young has 20 years of experience in the fields of safety and risk management and has a degree in Occupational Safety&Health from the University of Alaska. She also has certificates in safety management, OSHA 510 (Occupational Safety & Health Standards for the Construction Industry)/511 (Occupational Safety & Health Standards for General Industry), HAZWOPER 24-Hr/40-Hr and NFPA 70E. • G2 Consultants Page 2 of 9 c , , City of Ashland " Safety Training-Technical Proposal Public Works Department Before working at G2, Ms. Young spend the majority of her career as a consultant and a safety instructor, where she developed speciality classes on safety practices, regulations and equipment per client requests and contract requirements. During her classes, she commonly administered written and practical exams, provided written reports evaluating trainees' performance and utilized outlines, handouts and visual aids. Much of Ms. Young's career was spent in Alaska, where she provided training to oil and gas companies working on the. North Slope. A letter of recommendation provided to Ms. Young from the North Slope Training Cooperative (NSTC) can be found in Appendix D of this document. As part of Ms:Young's North Slope experience as a safety training instructor, she was required to manage and oversee her client's job observation program. Each employee at these North Scope job sites were required to conduct two job observations per shift. It was Ms. Young's responsibility to coach supervisors and frontline employees on how to recognize, evaluate and correct poor safety practices on a daily basis. Mr. Harper, Director of IHHS Services will supplement Ms.Young's training efforts on an as needed basis, depending on internal schedules and training subject matters. Mr. Harper has a degree in Environmental Science and a specialization in Environmental. Health & Safety from Oregon State University. Mr. Harper has spent the majority of his 17 year career conducting safety and health consulting services. He is also a board Certified Safety Professional (CSP) and Certified Industrial Hygienist (CIH). He's accustomed to leading job observations and other behavior-based safety (BBS) initiatives. Mr. Harper has conducted_a ,wide range training_presentations for numerous Public Works departments throughout the state of Oregon, with G2 and previous employers. These training topics included, but were not limited to lockout/tagout, confined spaceentries, motor vehicle safety, inclement weather, back safety,fire prevention,fall protection and bloodborne pathogens. Copies of Ms.Young's and Mr. Harper's resumes are attached to this document in Appendix C. G2's training preparation, regarding the document reviews and,presentation customization, was. discussed earlier in this section. The actual safety training classes vary depending on the subject matter, but typically involve a client-specific tailored Microsoft Powerpoint presentation. Supplemental materials such as audio and visual aid are commonly used in conjunction with the presentation, if G2 thinks they will add value to the overall training experience. It is G2's goal to make every training session as free flowing between the trainer and attendees as possible. In our trainers' experience, the most productive training events are collaborative, interactive and engaging. Per the RFP, the trainings are scheduled to be conducted in-person, at the City of Ashland's Service Center. That being said, G2 can modify training modules for virtual presentations if the City of Ashland wants to move away from in-person classes at any point in the contract.The majority of the trainings G2 provided during the COVID-19 pandemic were conducted over Microsoft Teams or Zoom meetings. It is G2's preference to conduct all trainings in-person, but wants the City to know that our company is capable of providing virtual learning options if so desired. • G2 Consultants Page 3 of 9 City of Ashland Safety Training-Technical Proposal Public Works Department Attendees shall be asked to sign in at the beginning of the training class, which will provide the client with written attendance documentation to be used for OSHA required record keeping purposes. Competency exams will likely be administered at the end of each training session. G2 does not use these to pass or fail the attendants, but to use these exams as an opportunity to fill in knowledge gaps, initiate discussions and further understanding of the subject matter. City of Ashland managers, supervisors and other employees in the Public Works department conduct job observations. During the monthly site visits, the G2 representative shall perform a minimum of.two onsite job observations and/or crew audits. Whether G2 is conducting the job observation or auditing an observation, the collective team shall first select a point person. This individual will be designated to conduct the observation. Typically, this will be an employee who is trained in how to complete a job observation, if it is not a G2 representative. The job observation times will be prescheduled and G2 anticipates the same for the tasks to be observed. The person conducting the observation will watch the employee perform the task and make notes. G2 will recommend that each job observation be recorded for future training opportunities. When the task is complete, the observer will discuss the observations with the employee and provide suggestions for safety improvements and/or praises if the task was done safely. 4.0 SAFETY TRAINING CLASSES Proposed Safety Training Classes G2 has the current capabilities of providingall 17 of the training course listed in this RFP. CPR/First Aid/AED training can be provided twice a year to the City of Ashland Public Works department. An overview of the classes is provided in the table below and on the following pages. Actual . curriculum topics may deviate from this list if warranted by the City of Ashland's onsite operations. .Training Course . Overview CPR/First Aid/AED Upon completing this course, students will understand what first aid is, how to perform CPR and use an AED,and what response actions are needed for various types of injuries and other medical emergencies. Students will also learn the appropriate ways. to rescue and move victims, as well as post trauma considerations. Back Safety This training will cover general ergonomics, common factors that cause back injuries, proper lifting techniques and injury mitigation strategies (mechanical methods,team lifts,etc.). Job Observations Attendees will learn the value of a job observation program and how to successfully complete a safety observation. Additionally, other behavior- based safety practices will likely be discussed during this presentation. Work Zone Traffic Control A variety of temporary traffic control measures and practices shall be Flagging covered in this training session. Topics will include, but are not limited to spotter, flagger and worker responsibilities, regulatory requirements for road work and the equipment and signage needed to conduct this hazardous • work.Additionally, this training will also cover procedures for working in/near roadways without the use of traffic control. G2 Consultants Page 4 of 9 • City of Ashland Safety Training-Technical Proposal Public Works Department `Training Course Overview Excavation This training course shall cover the applicable OSHA rules that apply to • excavations. Other topics included in this training include, but are not limited to common soil problems, soil types and pressures, determining soil types, methods of protection, installation and removal of protective systems, excavation entry and egress andsloping methods. Hand .& Portable Power This course will cover the specific hand and portable power tools used by Tools the City of Ashland Public Works' crews. Safe operating techniques, handling procedures and inspection protocols will be covered for each type of hand or portable power tool. Required personal protective equipment (PPE) and equipment safety guard systems will also be covered in this training. Boom Truck & Crane The training will focus on jib hoist crane and trolley safety, given that the City Safety of Ashland does not have any boom trucks currently in the Public Works fleet. However,this subject matter can be added if a boom truck is added to the fleet during this contract, or upon request. The proposed training will include, but is not limited to OSHA crane regulations, inspection protocols, lifting procedures, rigging, hand signals and maintenance. ERP:Vault Rescue This course will discuss work operations in confined spaces with potential atmospheric and physical hazards. It will also cover worker roles and responsibilities, emergency response procedures, and rescue and other safety equipment equipment. This course will be conducted after Public -Works employees have successfully comple e�d�he CPR/First AidiAED training. Safety Data Sheets All aspects of OSHA Hazard Communication standard shall be covered during this training session, which includes employee rolls and • responsibilities, chemical labeling for primary and secondary containers, chemical inventory systems, safety data sheets (SDS), the City's written Hazard Communication Plan and training requirements. Bloodborne Pathogens This course teaches staff how bloodborne pathogens are spread, how to avoid exposure, PPE, and response actions are necessary if exposed to infectious materials. Ladders&Fall Protection This training will be divided into two sections. The first section will cover ladder use, inspections and training.The second half of the training will cover both active and passive methods of fall protection,including personal fall protection systems (harnesses, lanyard and connectors), safety nets, and guardrails. This section will also cover fall hazard recognition, fall protection selection strategies, equipment inspection protocols and emergency response/rescue procedures. Forklift Training This training will cover the contents of the OSHA standard pertaining to powered industrial truck operation, the types and characteristics of forklifts, inspection procedures and protocols, basic driving and material handling, and fuel and batteries. A hands-on skills evaluation can also be conducted as part of this training, but that may not be feasible due to time constraints if the class size is large. Therefore, that portion of the training is not currently included in this proposal, but can be added if the City so desires. G2 Consultants Page 5 of 9 City of Ashland Safety Training-Technical Proposal Public Works Department `:Training Course 4/en4euv -• ' • ••• • - Dog Bite Prevention After completing this course, Public Works employees will understand why dogs attack, recognize the hazards associated with dog attacks, understand preventative and defensive actions to protect against attacks, identify actions to do if threatened,and how to respond if bitten. Chainsaw Use This course will refresh employees on the safety requirements associated with handling chainsaws. It will also cover PPE requirements, the anatomy and mechanics of chainsaws, inspection procedures, proper methods of falling trees,cutting techniques and hazards associated with chainsaws. Heat Illness Prevention The heat illness prevention training will cover signs and symptoms of the different types of heat illness, employer and employee responsibilities, extreme heat conditions,and the necessary training requirements. Fire Extinguishers This training will discuss the definition of fires, cover the classes of fires and the types of fire extinguishers, and how to effectively use a fire extinguisher. This course will also cover the 3A's (Activate, Assist, Attempt) protocols to follow in a fire event. Defensive Driving Upon completing this training, Public Works employees will understand how driver safety affects everyone. Topics covered in this training include defensive driving techniques, speeding anddistractions, impaired driving, managing driving risks, ways to safely share the road, the stages of a collision and the habits of defensive driving. Initial 12-Month Schedule G2's proposed initial 12-month training and job observation schedule is provided below and on the following pages: Class:Job Observations Class Date/Time:Thursday,April 13, 2023, 7:00 AM Class Time Required: 1 Hour Job Observation Date:Thursday,April 13, 2023 Job Observation Time Required: 2 Hours • • Class: CPR/First Aid/AED • Class DateiTime:Thursday, May 18, 2023, 7:00 AM Class Time Required: 3 Hours Job Observation Date:Thursday, May 18, 2023 Job Observation Time Required: 2 Hours Class: Back Safety Class Date/Time:Thursday, June 15, 2023, 7:00 AM Class Time Required: 1 Hour Job Observation Date:Thursday, June 15, 2023 Job Observation Time Required: 2 Hours • • G2 Consultants Page 6 of 9 City of Ashland • Safety Training-Technical Proposal Public Works Department • Class: Work Zone Traffic Control Ragging Class Date/Time:Thursday, July 20, 2023, 7:00 AM Class Time Required: 2 Hours Job Observation Date:Thursday, July 20, 2023 Job Observation Time Required: 2 Hours Class: Excavations Class Date/Time:Thursday, August 17, 2023, 7:00 AM Class Time Required: 2 Hours • Job Observation Date:Thursday, August 17, 2023 Job Observation Time Required:2 Hours • Class: Hand &Portable Power Tools Class Date/Time:Thursday, September 14, 2023, 7:00 AM Class Time Required: 2 Hours Job Observation Date:Thursday, September 14, 2023 Job Observation Time Required: 2 Hours • Class: Boom Truck&Crane Safety Class Date/Time:Thursday, October 19, 2023, 7:00 AM Class Time Required:2 Hours Job Observation Date:Thursday, October 19, 2023 Job Observation Time Required:2 Hours Class: CPR/First Aid/AED Class Date/Time:Thursday, November 16, 2023, 7:00 AM Class Time Required: 3 Hours Job Observation Date:Thursday, November 16, 2023 . Job Observation Time.Required: 2 Hours Class: ERP: Vault Rescue Class Date/Time:Thursday, December 14, 2023, 7:00 AM Class Time Required: 2 Hours Job Observation Date:Thursday, December 14, 2023 • Job Observation Time Required: 2 Hours Class: Bloodborne Pathogens Class Date/Time:Thursday, January 18, 2024, 7:00 AM Class Time Required: 1 Hour Job Observation Date:Thursday, January 18, 2024 Job Observation Time Required: 2 Hours Class: Ladders&Fall Protection • Class Date/Time:Thursday, February 15, 2024, 7:00 AM Class Time Required: 3 Hours Job Observation Date:Thursday, January 18, 2024 Job Observation Time Required: 2 Hours • G2 Consultants • Page 7 of 9 City of Ashland Safety Training-Technical Proposal Public Works Department Class: Defensive Driving Class Date/Time:Thursday, March 14, 2024, 7:00 AM • Class Time Required: 3 Hours Job Observation Date:Thursday, March 14, 2024 Job Observation Time Required: 2 Hours 5.0 REFERENCES G2's references for this proposal are provided in the table below and on the following page.Additional references can be provided to the City of Ashland upon request. REFERENCE#1, Name of Company: City of Springfield, Oregon(Public Works Department) Contact Name: Laryn Macauley Telephone Number: (541)726-3761 . Email Address: Imacauley@sprinfield-or,gov Services Provided: G2 conducted hazardous energy control (i.e. lockout/tagout) training for approximately 40.Public Works employees. The training topics included, but _ _ was not limited to the types of_energy and associated hazards, a discussion of. the OSHA Control of Hazardous Energy standard, servicing and maintenance activities, equipment specific procedures, inspections, and training requirements. REFERENCE#2 Name of Company: Integrated Claim Management Contact Name: Dee Millard Telephone Number: (360)786-1378 x110 Email Address: deeeicmoly.com Services Provided: G2 provided quarterly safety training to the Southwest Washington Contractors Association. Training topics included extreme outdoor heat, . wildfire smoke, accident/incident investigations, fall protection, silica exposures, hearing conservation, and hazardousenergy control. • G2 Consultants Page 8 of 9 City of Ashland Safety Training-Technical Proposal Public Works Department REFERENCE#i3 Name of Company: Biohabitats • Contact Name: Jim Favret • Telephone Number: (443)962-2630 Email Address: jfavret@biohabitats.com Services Provided: G2 administrated two days of safety training to Biohabitats' field supervisors. The training topics included PPE, hazard communication, chainsaw safety, trenching and excavation, portable tools and equipment safety, ergonomics/ back safety, hazards of-temperature extremes, slip, trip and fall prevention, COVID-19 workplace safety, and heavy equipment hazards. 6.0 CONTRACTUAL TERMS&CONDITIONS G2 accepts the City of Ashland's contract provisions found in the Goods and Services Agreement attached as Exhibit B of the Safety Training Public Works Department RFP. G2's Certificate of Compliance can be found attached to this document in Appendix B: Certificate of Compliance(Signed). 7.0 AFFIDAVIT OF TRADE SECRET G2 has no trade secrets that are applicable to this City of Ashland RFP or contract. END OF DOCUMENT Respectfully s miffed, Mat Harper, CIH,CSP Director, IHHS Services G2 Consultants G2 Consultants Page 9 of 9 Appendix A: Exhibit A - Proposal Submission Form (Signed) G2 Consultants EXHIBIT A Request for Proposals SAFETY TRAINING (Public Works Department) December 16,2022 • Proposal Submission Form The undersigned proposer submits this proposal in response to the City's Request for Proposals (REP)for SAFETY TRAINING,released on December 16,2022.The proposer warrants that proposer has carefully reviewed the REP and that this proposal represents proposer's full response to the requirements described in the REP. The proposer further warrants that if this proposal is accepted,the proposer will contract with the City, agrees to the terms 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 the work in 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: The proposer hereby acknowledges receipt of Addendum Nos. (N/A)to this RFP. • DKI Consultants,LLC dba G2 Consultants Full legal name of company: Principle owner's name: Joseph Sorce,CEO • 1720 W.Division Street, Suite 48 Business Address: Chicago, IL 60622 State and location of 33 N. Central Avenue, Suite 204 company headquarters: Medford, Oregon 97501 2018 Year business established: • • (888) 887-6422 Telephone Number: • Fax Number: (888) 887-6422 Email Address: info(c�$2ci.com Authorized Signature: Printed/Typed Name: Matt Harper Title: Director,IHHS Services 1/18/23 Date: RFP—Safety Training,Page 20 of 30 Appendix B: Exhibit B - Certificate of Compliance (Signed) G2 Consultants EXHIBIT B Certificate of Compliance Compliance with Oregon Tax Laws: Incompliance with OAR 137-047-0260(2)(e),I hereby attestor 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 305.380. 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(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. Corporate Offic : --- _ By' 'A _ Signature Print Name TitleTQW,a.,:t -LAOS c v‘c,.`S Date: k • • RFP—Safety Training,Page 21 of 30 Appendix C: Trainer Resumes • G2 Consultants consultants A apIQCOMPANY MATT HARPER, CIH,CSP Director, IHHS Services Certified Industrial Hygienist Certified Safety Professional WORK HISTORY Director, IHHS Services,G2 Consultants,2020-Present Sr.Project Manager,G2 Consultants,2013-2020 Safety Manager,CMC di Ravenna,Italy,2011 -2012 Construction Safety Officer, Oregon Health Sciences.University,2010-2011 Safety and Health Consultant,Succeed Safety and Health Service, 2007. -2010 Industrial Hygiene Consultant,Forensic Analytical, 2006-2007 CERTIFICATIONS AND REGISTRATIONS • Certified Industrial Hygienist(CIH)-American Board of Industrial Hygiene:Cert.#10859 ' Certified Safety Professional(CSP)-Board of Certified Safety Professionals:Cert.#22669 EPA Accredited Asbestos Inspector:Cert.IRO-20-2718B Oregon Health Authority Lead Inspector:Cert.#2509-Indv-I State of Washington, Department of Commerce Lead Inspector:Cert.#6651 EDUCATION Oregon State University Bachelor of Science, Environmental Science Minor,Environmental Health and Safety w PROFESSIONAL EXPERIENCE Mr. Harper is the Director of Industrial Hygiene, Health & Safety (IHHS) Services for G2 Consultants. His primary responsibilities include setting strategic organizational goals, planning and monitoring the day-to- day business operations, supervising a staff of consulting and administrative personnel, reviewing/adjusting financial information and budgets to promote profitability, and managing relationships with existing clients and vendors. In addition to Mr. Harper's operational responsibilities, he serves as the company's technical leader as it pertains to environmental health and safety (EHS) and industrial hygiene. Mr. Harper has extensive experience providing clients with a wide variety of industrial hygiene, indoor air quality (IAQ) and safety consultative services, with the goal of identifying, assessing and measuring physical, biological, chemical and ergonomic stressors. Mr. Harper assists clients with developing state-of-the-art methodologies to recognize, control and mitigate occupational safety and health hazards. It is Mr. Harper's goal to ensure G2 Consultants'clients meet or exceed Federal,State and local workplace health and safety requirements. Prior to G2 Consultants, Mr. Harper was the Safety Manager for Italy-based general contractor that holds many large United State Department of Defense (DOD) contracts in Europe, the Middle East,Africa and Southeast Asia. During Mr. Harper's time at this company, he managed teams of safety and health officers and subcontractors on multiple projects throughout Italy and and Israel. • Conduct site risk assessments/audits and deliver custom reports and/or programs on topics including, but not limited to, chemical hygiene, ergonomics, exposure control and corporate safety and health. 888/998.4224 I f:888/887.6422 I www.g2d.com 116669 sw 65th ave.#15,lake Oswego,or 97035 • Assist clients with research and development efforts to determine state-of-the-art methodologies for hazard recognition and control. Partner with key stakeholders to review impending or anticipated projects with the purpose of anticipating indoor air quality, safety and/or exposure issues and developing subsequent response initiatives. • • Provide training on various industrial hygiene and safety related topics including, but not limited to, confined space entry,asbestos awareness,chemical hygiene and fall protection. • • Responsible for managing and coordinating numerous projects and budgets simultaneously.The projects can range from small single day assessments to complex multifaceted initiatives. Prior to his work at G2 Consultants,Mr,Harper performed the following services and activities: • Manage teams of site safety and health officers and subcontractors on multiple projects throughout Italy and Israel. Construction projects ranged from $10,000,000 to $330,000,000 in value,with subcontractors of various nationalities,languages and cultures. • Design, develop and administer site specific safety and health programs based upon regulations and standards provided by OSHA, USACE, OSHAS 18001, ISO 9001 and ISO 14001; emphasizing sustainable behavioral based safety, accountability, proactive risk management and performance improvement metrics. • Provide litigation support in expert witness capacities on claims pertaining to industrial hygiene, safety,construction defect and indoor air quality. • Direct incident investigations, employee/contractor training, statistical near-miss evaluations, site audits and task-specific operational risk management forecasting activities. • Provide consultative safety services for healthcare operations&maintenance personnel.Schedule and conduct required safety training on various topics including, but not limited to, PPE, confined _ _.___ - - . - . spacee entry,fire safety, hazardous-energy control.(lockout/tagout), respirator selection and ladder safety. • Assist contractors with planning and site review to mitigate impacts to patients, staff, and construction personnel. Monitor and evaluate construction projects for compliance with OSHA, NFPA and Joint Commission standards. Measure effectiveness of engineering and administrative control methods and provide recommendations for continual improvement. • Serve as a point of contact for hazardous material testing and abatement, and represent department on facility-wide safety committee. • Provide clients with"turn-key" risk management solutions;the identification of local and global loss sources,build out sustainable safety/health policies and procedures,lead client safety committees, and create behavior based safety incentive programs. • Perform ergonomic evaluations and provide recommendations for improvement. • Provide safety oversight on long-term construction projects. Responsible for assuring safety and compliance during crane,excavating,and heavy equipment operations. 888/998.42241t 888/887.6422 I www.g2cI.com 116869 sw 65th ave.#15,lake oswego,or 97035 • r • 1 • • consultants A ADKICOMPANY Shauntel Young, CSM IH&Safety Project Manager Certified Safety Manager WORK HISTORY IH&Safety Project Manager,G2 Consultants,2023-Present Health,Safety,Security&Environmental Manager,TH1, LLC,2012-2022 Owner/Safety Consultant,Safety Training&Consulting, LLC,2009-2018 Senior Safety Instructor, Beacon Occupational Health&Safety Services, Inc.,2011 -2018 CERTIFICATIONS AND REGISTRATIONS Certified Safety Manager(CSM)-National Association of Safety Professionals • NSTC Qualified&Evaluator Instructor Certificate-U.S. Naval Service Training Command NFPA 70E Electrical Safety Trainer Certificate-National Fire Protection Association DOT/IATA Hazardous Material Shipping Certificate - U.S. Department of Transportation & International Air Transportation Association OSHA 510 Construction Trainer Certification-U.S. Occupational Safety&Health Administration OSHA 511 General Industry Trainer Certification-U.S.Occupational Safety&Health Administration EDUCATION • University of Alaska • Bachelor of Science,Occupational Safety&Health PROFESSIONAL EXPERIENCE Ms. Young is an Industrial Hygiene (IH) &, Safety Project Manager with G2 Consultants. Her primary responsibilities include providing various safety training services to clients, performing complex industrial hygiene.assessments and conducting site safety evaluations for general industry and construction clients. Prior to working at G2 Consultants, Ms.Young was a Health, Safety, Security&Environmental Manager for TH1, LLC. In this role, Ms. Young successfully developed, managed, and implemented corporate safety policies and procedures. She also provided staff training,job site inspections and auditsin order to ensure all requirements are met. It was her responsibility to ensure the.organization was in compliance with OSHA and other state, local, or industry specific regulations and conducted periodic safety audits. She developed and implemented safetyprogram to prevent or correct unsafe environmental working conditions. Ms.Young examined plans and specifications for projects, and equipment to determine if all safety precautions have been included. Ms. Young also owned her own safety consulting firm, where she supported of the Trans Alaska Pipeline System's (TAPS) 11 Pump Stations, that had an annual oil production of $8 Billion. She developed safety plans for clients and proactively communicated safety policies. Ms. Young served as multi-faceted and solution focused Safety Consultant. She identified and resolved operational practices, as well. She had a solid ability to establish and maintain strategic relationships with key stakeholders,She consistently ensured compliance with health and salty regulations while exhibiting outstanding leadership, communication and project coordination techniques. • Ms. Young developed and conducted safety and environmental trainings, including consultations for customers based on their operations and Health, Safety and Environment(HSE)plans.She also served as a Spill Response Technician for various clients as part of.the State of Alaska Emergency Response Team, and lectured classes based on client programs,specific safety practices, regulations,and equipment needs. 888/998.4224 I f:888/887.64221-www g2ci.com 116869 sw 65th ave.015,lake oswego,or 97035 a . The qualified instruction and consulting services she provided are listed below: • Hazardous Waste Operations&Emergency • Fall Protection&Open Sea Response(HAZWOPER) • National Source Tracking System(3rd Party • Airport Fueling Safety for Supervisors Provider) • Respiratory Protection(All Levels) • Confined Space Entry • Energy Isolation&Lockout/Tagout • Fire Safety&Extinguisher Training • Tailored Company Specific Training Course • Oil Spill Response Training • NFPA 70E Electrical Safety Concurrent with owning her safety consultant firm, she also acted as a Senior Safety Instructor for Beacon Occupational Health & Safety Services, Inc., where she lectured on speciality safety classes on safety practices, regulations and equipment per client requests and contract requirements. She administered written and practical exams, provided written performance reports,evaluating trainees' performance utilizing outlines, handouts, and visual aids. Ms. Young also developed and maintained curriculum for the company and client courses. • • • • 888/998.42241f:888/887.64221 www.g2ci.com 116869 sw 65th ave.#15,take oswego,or 97035 M1 Appendix D: North Slope Training Cooperative Recommendation Letter- Shauntel Young G2 Consultants • ' r • North Slope Training Cooperative 2600 Cordova,Suite 105 Anchorage,Alaska 99503 September 15,2017 Re:Recommendation for Shauntel Young This recommendation is based on my relationship with Shauntel Young as a qualified instructor for the North Slope Training Cooperative(NSTC). I am the manager of the NSTC which provides standardized health,safety,and environmental training for employees going to work in the oil and gas fields on the North Slope of Alaska. We develop and revise the NSTC curriculum,qualify NSTC instructors and evaluators,and engage in a decision-making process related to program policies and procedures. ' Shauntel has been an NSTC instructor since 2008 and is qualified to teach all 14 courses in our HSE curriculum including the Unescorted Course, Fall Protection,Respiratory Protection, Energy Isolation, Confined Space Entry,and nine special awareness courses. To become a qualified NSTC instructor, candidates must teach while being evaluated by a trained NSTC evaluatorwho is also a qualified instructor.Shauntel has received above average and outstanding ratings from her evaluators and workshop participants. One of the best ways to judge an instructor's performance in the field is from unsolicited feedback.I have had many compliments from students and:other instructors about Shauntel's abilities as a safety . trainer and how much she's appreciated for her technical knowledge,her ability to make the classes interesting,and her dedication to influencing others to work safely on the joband at home. Shauntel was qualified as an NSTC evaluator in 2013 which means that she was nominated by her fellow NSTC instructors as someone who sets high performance standards for herself and is skilled in critiquing • the effectiveness of instructor candidates.She has mentored many instructor candidates on her own • time and has consistently maintained NSTC's high evaluation standards. NSTC is a cooperative and we get work done through the volunteer efforts of our contractor,union,and third-party provider members.Shauntel has served on the NSTC Steering Committee and Curriculum Committee as both a subject matter specialist and a representative of her employers. I feel fortunate to have had Shauntel as an NSTC instructor,evaluator and committee member. Sincerely, • • . consultants City of Ashland Safety Training Public Works Department Cost Proposal Contracting Agency: City of Ashland. Sole Point of Contact:Kari Olson Title: Purchasing Specialist Address:90 N Mountain Avenue, Ashland, Oregon 97520 Phone: (541)488-5354 Fax: (541)488-5320 Email: kari.olson@ashland.or.us January 18, 2023 Prepared By: G2 Consultants 33 N Central Avenue, Suite 204 Medford, Oregon 97501 www.g2ci.com CCB#223539 " City of Ashland , Safety Training Cost Proposal Public Works Department January 18, 2023 Wes Hoadley Public Works Maintenance Safety Supervisor City of Ashland 90 N. Mountain Avenue Ashland, Oregon 97520 RE: Safety Training & Job Observation Services for the City of Ashland Public Works Department Mr. Hoadley, Thank you for the opportunity and allowing DKI Consultants, LLC dba G2 Consultants (G2) to submit this Request for Proposals (RFP) response for the safety training and job observation services, to be provided to the City of Ashland's Public Works Department. G2's fee schedule for the services outlined in this RFP are provided in the table below: ,Five Year Contract , Firm Cost Per Month , Amnia(Cost (AU,Inclusive) e Year 1 April 2023 -March 2024, leq'Q ..$31,1_340.00-41-1 oe0. Year 2 April 2024 March 20251 ' ,O/0• 9 0 004/ 6) 0' Year 3 April 2025-March 2026 $2,910.00 $34,920.00 Year 4 April 2026- March 2027 $3,000.00 $36,000.00 Year 5 April 2027 - March 2028 $3,090.00 $37,080.00 • TOTAL COST(5-Years) - $2071 r2 a i X60, G2 anticipates needing more preparation time during the first two years of the contract, compared to the final three years, to develop the custom training materials for the City of Ashland. The client- • specific training materials created on the front end of this contract will likely be reused, for the most part, in later years.This is why G2's monthly and annual costs decrease after Year Two. Respectfully sub i tfed, � a-�G d°4- r-• Matt arper, IH, CSP Director, IHHS Services • G2 Consultants G2 Consultants • • Kariann Olson • • From: Matt Harper<matth@g2ci.com> Sent: Friday,February 24,2023 11:29 AM To: Kariann Olson Subject: Re:RFP-Request for Clarification • [EXTERNAL SENDER] Hi Kari, Sorry not getting back to you earlier.The snow and ice threw a bit of a monkey wrench in the back half of my week.The answers to the your questions are in red below: 1. Can you be more specific as to why you anticipate the cost per month for years 1 and 2 are higher than years 3- 5? We anticipate needing more preparationtime during the first two years of the contract,compared to the final three years.We don't typically like to provide"off the shelf"or"canned"training presentations to our clients. Building custom training modules and presentations that are tailored to our clients enhances the overall educational experience and improves subject matter retention.I'll elaborate further on custom training in my response to the next question. That being said,developing training presentations that.are unique to the City of Ashland requires a little more time compared to supplying a generic training product.The costs provided in our proposal decrease in years 3-5 because it's our expectation that each training will have been administered at least once in during the first two .years of the contract.Therefore, least development time would be needed after year two. 2. What are the"custom training materials"and"client-specific training materials"you are referring to in your cost proposal? When answering this question, I like to think of the"good","better","best"idea.An organization can go online and sign their employees up for generic safety training.For example,hazard communication(Safety Data Sheets),which is one of the training the City of Ashland has requested,is a safety topic that online training companies provide.This training would give employees the basic understanding of the regulatory requirements, but not information specific to their workplace.The hazard communication training we would provide includes . the regulatory requirements;as well.as discussions on theCity's policies,the specific chemicals used at the • Public Works department and other items that are completely unique to your group's operations.We like to. think of our training as a "better"or"best"option. 3. Can the cost per month for year 1 and year 2 be more in line with the monthly cost for years 3-5? If yes,what would the cost per month be for year 1 and year 2? I went through the monthly hours and costs associated with all the years and I'm willing to drop the first two years to match year five ($3,090).Therefore,the monthly costs per year are as follows: • Year 1-$3,090/month • Year 2-$3,090/month • Year 3-$2,910/month Year 4-$3,000/month Year 5-$3,090/month • Hopefully this provides you the clarification you requested. Let me know if you need anything else from me. 1 Matt • Matt Harper,CIH,CSP Director consultantsAm COMPARY 14 A phone:.888.998.4224 I mobile:503.601.9545 email I.website I map facebook I twitter I linkedin . G SA Contract Holder ITA.. 4.2015 From: Kariann Olson <kari.olson@ashland.or.us> Date: Friday, February 24, 2023 at 9:58 AM To: Matt Harper<matth@g2ci.com> Cc:Kariann Olson.<kar.i.olson@ashland.or.us> Subject: RE: RFP- Request for Clarification Hello Matt, We will need your answers by 2:00 PM today. It would be greatly appreciated. Thank you. Kariann • Kariann(Kari)Olson,Purchasing Specialist 's` 771 --_. rim . aettaTogetha City of Ashland Purchasing Office 90 North Mountain Avenue,Ashland,Oregon 97520 541.488.5354 I TTY 800.735.2900 Kari.olsonoashland.or.us This email transmission is official business of the City of Ashland,and it is subject to Oregon Public Records Law for disclosure and retention.If you have received this message in error,please contact me at 541.488.5354.. From: Kariann Olson <kari.olson@ashland.or.us> Sent:Friday, February 24,2023 9:08 AM To: Matt Harper<matth@g2ci.com> • 2 -Cc: Kariann Olson<kari.olson@ashland.or.us> • Subject: RE: RFP-Request for Clarification • • Hello Matt, I left the office at 3:00 PM yesterday. I will need your answers in writing for the evaluation committee. Please email me your answers today. Much appreciated! Thank you. .Kariann • Kariann(Kari)Olson,Purchasing Specialist, Irl • 8, _,_ • • ii„,,,,,,,, • e %. City of Ashland . Purchasing Office 90 North Mountain Avenue,Ashland,Oregon 97520 • . 5411488.5354 I TTY 800.735.2900 Kari.olson@ashland.or.us This email transmission is official business of the City of Ashland,and itis subject to Oregon Public Records Law for disclosureand retention.If you have received this message in error,please contact me at 541.488.5354.. From: Matt Harper<matth@g2ci.com> . Sent:Thursday, February 23, 2023 3:18 PM To: Kariann Olson<kari.olson@ashlend.or.us> Subject: Re: RFP-Request for Clarification • • [EXTERNAL SENDER] Hi Kari, • I just left you a voicemail.There are a couple responses that are a little easier to discuss over the phone.That being said, I can follow up the conversation with an email. Can you give me a call back at your earliest convenience? My mobile number is the best number to reach me. Matt • 3 Matt Harper,CIH,CSP 0 Director c4.onsultants phone:888.998.4224.I mobile:503.601.9545 email I website l map facebook I twitter I linkedin • • GSA Contract Holder I'l I� N90012015 From: Kariann Olson <kari.olson@ashland.or.us> Date:Thursday, February 23, 2023 at 2:26 PM To: Matt Harper<matth@g2ci.com>, Info (G2CI) <infoOg2ci.corn> Cc: Kariann Olson <kari.olson@ashland.or.us> Subject: RE: RFP--Request for Clarification Hello Matt, I wanted to check to see if I missed an email from your company. Have you had time to.prepare the answers to the questions or do you need more time? If I did miss an email from your company, please resendit to me. Have a nice afternoon! Thank you. Kariann Kariann(Kari).Olson,Purchasing Specialist ir _ ,..miav _ A • rim •aett,n,Toge_ihm, City of Ashland Purchasing Office • 90 North Mountain Avenue,Ashland,Oregon 97520 541.488.5354 I TTY 800.735.2900 Kari.olsonOashland.or.us ' This email transmission is official business of the City of Ashland,and it subject to Oregon Public Records Law for disclosure and retention.If you have received this message in error,please contact me at 541.488.5354.. 4 ``From: Matt Harper<matth(ag2ci.com> Sent:Wednesday, February 22,2023 4:13 PM To: Kariann Olson<kari.olson@ashland.or.us> Cc: Info (G2CI)<infoPs2ci.com> • . Subject: Re: RFP-Request for Clarification • [EXTERNAL SENDER] . Hi Kari, We received your questions and will provide you answers tomorrow. Have a good evening. • Matt . Matt Harper,CIH,CSP ' 4 CDirector,'IHHS Services • consultants phone:888.998.4224 l mobile:503.601.9545 • �sDKfeow�xr email I website I map. facebook I twitter I linkedin • • 5Cbntract Holder 110012013 a.Orofofta*.m+k.roll-:u From: Kariann Olson <kari.olson@ashland.or.us> , Date:Wednesday, February 22, 2023 at 2:46 PM . To: Info (G2CI)<info@g2ci.com> • •• Cc: Kariann Olson <kari.olson@ashland.or.us> • . - . Subject: RFP- Request for Clarification . Hello Matt, The evaluation committee has requested more specific information. If you could please reply to this email with your answers,it would be greatly appreciated. • The cost per month for the 1st and 2"d years are$1,160/month and$1,280/month higher than the 3rd year. And,the monthly cost for years 4 and 5 are only minimally higher than the 3rd year. . 1. Can you be more specific as to why you anticipate the cost per month for years 1 and 2 are higher than years 3- 5? 2. What are the"custom training materials"and "client-specific training materials"you are referring to in your cost proposal? 3. Can the cost per month for year land year 2 be more in line with the monthly cost for years 3-5? If yes,what would the cost per month be for year 1 and year 2? • Hope you are enjoying your day! •' Thank you. Kariann Kariann(Kari) Olson,Purchasing Specialist • 5 • 3:14 • •aettpAciogetheh, • •• City of Ashland Purchasing Office • 90 North Mountain Avenue,Ashland, Oregon 97520 541.488.5354 I TTY 800.735.2900 Kari.olson anashland.or.us • This email transmission is official business of the City of Ashland,and it is subject to Oregon Public Records Law for disclosure and retention.If you have received this message in error,please contact me at 541.488.5354.. • • • • • • • • • • • • • • • • • • 6 AcCPRE)® CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDD/YYYY) 3/21/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHT S UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. •If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Marsh&McLennan Agency LLC PHONE Ami Gardner FAX 1610 South Church Street, Ste A (A/C.No.Ext):615-898-1919 (AIC,No):866-597-2133 Murfreesboro TN 37130 ADDRESS: ami.gardner@marshmma.com- INSURER(S)AFFORDING COVERAGE NAIC# INSURER A:Capitol Specialty Insurance Corporation 10328 INSURED • DKIVENTU INSURER B:The Cincinnati Insurance,Company 10677 DKI Ventures, LLC 1720 W Division Street, Ste 48 INSURER'C:The Cincinnati Indemnity Company 23280 Chicago, IL 60622 INSURERD: INSURER E: INSURER F COVERAGES CERTIFICATE NUMBER:949647597 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS 1NSD WVD POLICY NUMBER - (MM/DDIYYYY) (MM/DD/YYYY) A X COMMERCIAL GENERAL LIABILITY Y Y EV2020061003 7/18/2022 7/18/2023 EACH OCCURRENCE $1,000,000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED PREMISES(Ea occurrence) $100,000 X 10,000 MED EXP(Any one person) $5,000 PERSONAL&ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 POLICY X JECT LOC PRODUCTS-COMP/OPAGG $2,000,000 OTHER: Poll/Prof $See REmarks , B AUTOMOBILE LIABILITY Y Y EBA0622811 7/18/2022 7/18/2023 COMaacciBINdeEDnt)SINGLE LIMIT $1,000,000 (E ANY AUTO BODILY INJURY(Per person) $ X OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS X HIRED X NON-OWNED PROPERTY DAMAGE AUTOS ONLY _ AUTOS ONLY (Per accident) A UMBRELLA LIAB X OCCUR EX2020061103 7/18/2022 7/18/2023 EACH OCCURRENCE $10,000,000 X EXCESS LIAB CLAIMS-MADE AGGREGATE $10,000,000 DED X RETENTION$0 $Follows Form C WORKERS COMPENSATION Y EWC043263506 7/18/2022 7/18/2023 X PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETORIPARTNER/EXECUTIVEN/A E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? (Mandatory In NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $1,000,000 B Crime - EMP0432578 7/18/2022 . 7/18/2023 1,000,000 A Pollution Uab EV2020061003 7/18/2022 7/18/2023 1,000,000 Per Occur Professional Uab 1,000,000 per Claim DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Na eansured-Includ D l Ventures,LLC,DKI Solutions,LLC,DKI Services LLC,DKI Restoration LLC dba DKI Commercial Solutions LLC,DKI Consultants dba` LL 'G2 Consultants and Healthy Home Inspection Services **Excess`Umtirellalollows form over General Liability,Pollution Liability,Professional Liability,Auto Liability and Employers Liability. • 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 E. Main St AUTHORIZED REPRESENTATIVE Ashland OR 97520 11414 ri#10,144.5. 644-4"5 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD • THIS ENDORSEMENT CHANGES THE.POLICY. PLEASE READ IT CAREFULLY: ADDITIONAL INSURED BY CONTRACT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM GARAGE COVERAGE FORM • This endorsement changes the policy effectiveon the inception date Of the.policy unless another date is indi- cated below. Endorsement Effective: Policy Number: 7/18/22 EAA0622811 Named Insured: DK3. VENTURES LLC,, DKI LLC, DKI. COMMERCIAL: SOLUTIONS LLC, DKI' MARKET SERVICES LLC, OKI SERVICES LLC Countersigned by: (Authorized Representative) With respect to coverage provided by this endorsement,:the provisions of.the Coverage Form apply unless modified by the endorsement. SECTION II - LIABILITY COVERAGE, A. Cover- age, Who is an Insured.us amended to include as an insured any person or `organization with which you have agreed in a valid written contract to provide insurance as is afforded by this policy. This provision is limited to`the scope of the valid written contract. This provision does not apply unless the. valid written contract has been executed prior to the "bodily injury"or"property damage". • K • AA 417111 05 COMMERCIAL GENERAL LIABILITY CG 20 10 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. . • ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR. ORGANIZATION This endorsement modifies insurance,provided under the following:, COMMERCIAL,GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) Location(s)Of Covered Operations Any person or organization for whom you are performing All locations where"your work"is performed as "your work"when you and such person or organization specified in the contract or written agreement have agreed In writing in a contract or agreement that between you and the Additional lnsured(s). such person or organization be added as an Additional Insured on your policy. Information required to complete this Schedule,if not shown above,will be shown in the Declarations. A. Section II —Who Is An Insured is amended to B. With respect to the insurance afforded to these include as an additional insured the person(s) or additional insureds, the following additional organization(s) shown in the Schedule, but only exclusions apply: with respect to liability for"bodily injury", "property . This insurance does not apply to "bodily injury"or damage" or "personal and advertising injury" "property damage"occurring after: caused,in whole or in part,by: 1. Your acts or omissions;or 1: All work, including materials, parts or equipment furnished in connection 'with such 2. The acts or omissions of those acting on yours work, on the project (other than service,. behalf; maintenance or repairs)to be performed by or in the performance of your ongoing operations for on behalf of the additional insured(s) at the the additional Insured(s) at the location(s) location of the covered operations has been designated above. completed;or • However: 2: That portion of "your work" out of which the injury or damage arises has been put'to its 1. The insurance afforded to such additional intended use,by any person or organization insured only applies to the extent permitted by other than another contractor or subcontractor law;and engaged in 'performing operations for a. 2. If coverage provided to the additional insured is principal as a part of the same project required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. . CG 2010 0413 ©Insurance Services Office,Inc.,2012 Page 1 of 2 C. With respect to the insurance afforded to these 2. Available under the applicable Limits of additional insureds, the following is added to Insurance shown in the Declarations; Section III—Limits Of Insurance: whichever is less. If coverage provided to the additional insured is This endorsement shall not increase the required by a contract or agreement,the most we applicable Limits of Insurance shown in the will pay on behalf of the additional insured is the Declarations. • amount of Insurance:. 1. Required by the contract or agreement;or • • • Page.2 of 2 ©Insurance Services Office,Inc.,201? CG 2010 0413 COMMERCIAL GENERAL LIABILITY CG20330413 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - AUTOMATIC STATUS WHEN REQUIRED IN CONSTRUCTION AGREEMENT WITH YOU This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Section II — Who Is An Insured is amended to B. With respect to the insurance afforded to these include as an additional insured any person or additional insureds, the following additional organization for whom you are performing exclusions apply: operations when you and such person or This insurance does not apply to: organization have agreed in writing in a contract or agreement that such person or organization be 1. "Bodily injury", "property damage" or"personal added as an additional insured on your policy. and advertising injury" arising out of the Such person or organization is an additional rendering of, or the failure to render, any insured only with respect to liability for "bodily professional architectural, engineering or injury", "property damage" or "personal and surveying services,including: advertising injury"caused,in whole or in part,by: a. The preparing, approving, or failing to 1. Your acts or omissions;or prepare or approve, mai* shop drawings, 2. The acts or omissions of those acting on your opinions, reports, surveys, field orders, change orders or drawings and, behalf; specifications;or in the performance of your ongoing operations for b. Supervisory, inspection, architectural or the additional insured. , engineering activities, However, the insurance afforded to such This exclusion applies even if the claims against additional insured:, any insured allege negligence or other wrongdoing 1. Only applies'to the extent permitted by law; in the supervision, hiring, employment,training or and monitoring of others bythat insured, if the 2. Will not be broader than that which you are "occurrence" which caused the "bodily injury" or required by the contract or agreement to "property damage", or the offense which caused provide for such additional insured. the"personal and advertising injury", Involved the rendering of or the failure to render. any A person's or organization's status as an professional architectural, engineering or additional insured under this endorsement ends surveying services. when your operations for that additional insured are completed. • CG 20 33 0413 O Insurance Services Office,Inc.,2012 ' Page 1 of 2 • 2. "Bodily injury" or"property damage"occurring C. With respect to the insurance afforded to these after: additional insureds, the following is added to • a. All work, including materials, parts or Section III—Limits Of Insurance: equipment furnished in connection with The most we will pay on behalf of the additional such work, on the project (other than insured Is the amountof insurance: service, maintenance or repairs) to be 1. Required by the contract or agreement you performed by or on behalf of the additional have entered into with the additionalinsured; insured(s) at the location of the covered or operations has been completed;or b. That portion of"your work"'out.of which the 2. Available under the applicable Limits of Insurance shown in the Declarations; injury or damage arises has been put to its intended use by any person or organization whichever is less. other than another contractor or This endorsement shall not increase the subcontractor engaged In performing applicable Limits of Insurance shown in the operations for a principal as a part of the Declarations, same project. • Page 2 of 2 O Insurance Services Office,inc.,2012 CG 20 33 0413 J ' COMMERCIAL GENERAL LIABILITY CG 20 37 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) _Location And Description Of Completed Operations Any person or organization for whom you are All locations where"your work"is performed as performing"your work",when you and such person or specified in the contract or written agreement between organization have agreed in writing in a contract or you and the Additional Insured(s). agreement that such person or organization be added as an Additional Insured on your policy. Information required to complete this Schedule,if not shown above,will be shown in the Declarations. A. Section II —Who Is An Insured is amended to B. With respect to the insurance afforded to these include as an additional insured the person(s) or additional insureds, the following is added to organization(s) shown in the Schedule, but only Section III—Limits Of Insurance: with respect to liability for "bodily injury" or ' If coverage provided to the additional insured is "property damage"caused,in whole,or in part,by required by a contract or agreement, the most we "your work" at the location designated and will pay on behalf of the additional insured is the described in the Schedule of this endorsement amount of insurance: performed for that additional insured and 1. Required b agreement;in the "products-completed operations q y'the:contract or or hazard". 2. Available underthe applicable Limits of However: Insurance shown in the Declarations; 1. The insurance afforded to such additional whichever is less. insured only applies to the extent permitted This endorsement shall not increase the applicable by law;and Limits of Insurance shown in the Declarations. 2. If coverage provided to the additional insured is required by a contract or agreement; the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. • CG 20 37 04 13 ©Insurance Services Office,Inc.,2012 Page 1 of 1