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Home My WebLink About2001-010 Contract - Jill Turner CITY OF ASHLAND PERSONAL SERVICES CONTRACT FOR SERVICES LESS THAN $25,000 CITY OF ASHLAND, (CITY) 20 East Main Street Ashland, Oregon 97520 Telephone: (541) 488-6002 FAX: (541) 488-5311 CONSULTANT: Jill Turner, CPA Address: 1275 Munson Drive Ashland, OR 97520 Telephone: 541-482-4475 FAX: I[3. BEGINNING DATE: February 5, 2001 113. COMPLETION DATE: June 30, 2001 ¶4. COMPENSATION: $95.00/Hour plus materials for General Work; $115.00/Hour plus materials for Electric Rate Model; Projects (General Finance Projects) 1 - 6 estimated total of $11,400; Project 7 (Electric Rate Model) estimated range of $2,300 to $11,500 depending on City requirements. Contract not to exceed $22,900. ¶1. SERVICES TO BE PROVIDED: Contract work on seven projects as identified in the attached proposal ADDITIONAL TERMS: None. CITY AND CONSULTANT AGREE: 1, All Costs by Consultant: Consultant shall, at its own risk and expense, perform the personal services described above and, unless otherwise specified, furnish all labor, equipment and materials required for the proper performance of such service. 2. Qualified Work: Consultant has represented, and by entering into this contract now represents, that all pemonneJ assigned to the work required under this contract are fully qualified to perform the service to which they will be assigned in a skilled and worker-like manner and, if required to be registered, licensed or bonded by the State of Oregon, are so registered, licensed and bonded. 3. Comeletion Date: Consultant shall start performing the service under this contract by the beginning date indicated above and complete the service by the completion date indicated above. 4. Compensation: City shall pay Consultant for service pen'ormed, including costs and expenses, the sum specified above. Once work commences, invoices shall be prepared and submitted by the tenth of the month for work completed in the prior month. Payments shall be made within 30 days of the date of the invoice. Should the contract be prematurely terminated, payments will be made for work completed and accepted to date of termination. 5, Ownership of Documents: All documents prepared by Consultant pursuant to this contract shall be the property of City. 6. Statutory Requirements: ORS 279.312, 279.314, 279.316 and 279.320 are made part of this contract. 7. Indemnification: Consultant agrees to defend, indemnify and save City, its officers, employees and agents harmless from any and all losses, claims, actions, costs, expenses, judgments, subrogation, 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 contract by Consultant (including but not limited to, Consultant's employees, agents, and others designated by Consultant to pen~orm work or services attendant to this contract). Consultant shall not be held responsible for any losses, expenses, claims, subrogation, actions, costs, judgments, or other damages, directly, solely, and approximately caused by the negligence of City. 8. Termination: This contract may be terminated by City by giving ten days written notice to Consultant and may be terminated by Consultant should City fail substantially to perform its obligations through no fault of Consultant. 9. Independent Contractor Status: Consultant is an independent contractor and not an employee of the City. Consultant shall have the complete responsibility for the performance of this contract. Consultant shall provide workers' compensation coverage as required in ORS Ch 656 for all persons employed to perform work pursuant to this contract. Consultant is a subject employer that will comply with ORS 656.017. 10. Assianment and Subcontracts: Consultant shall not assign this contract or subcontract any portion of the work without the wdtten 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 shall not create any contractual relation between the assignee or subcontractor and City. CONSULTANT: Title .~--' Fed. ID# O._~R Social Security DATE CITY OF ASHLAND: Finance Director Date CITY OF ASHLAND PERSONAL SERVICES CONTRACT <$25,000 (p:forms~a-shrtps.l~.wpd)(rev'd 11/00) CONTENT REVIEW: ~ ¢City Dept. Head) Date: Purchase Order # Acct. No.:/'///~ ~ ~:~ ~'~'/~d~ity purposes only) JillTumer 1275 Munson Dr Ashland, Or 97520 February 5, 2001 Lee Tuneberg Finance Director 20 E Main St. Ashland, OR 97520 Dear Lee Tuneberg, This letter is an outline of my proposal for contract work. Preliminary proposal work. Met with staff to clarify work responsibilities. The end product is this contract proposal and work plan. Estimated time to complete this phase is ten hours. Update the Insurances Services Program. The purpose of my work will be to review the financial performance of the Insurance Services Fund to insure that the fund is in line with current policy. Recommend policy changes and train City staff with a goal of enabling City staff to continue this annual review. The update includes the following steps: · Review and update of the June 30, 2000 Insurance Fund analysis and spreadsheets. · Review of the allocation of costs among funds and departments for workers compensation, general liability, and post retirement benefits. · Review insurance claim activity since June 2000. · Review the Insurance fund policy · Recommend the budget for 2001-2002. · Provide three-hour education session for City of Ashland staff. This should be completed by March 1, 2001. Estimated time to complete this project is 30 hours. · Page2 3. February 6, 2001 Review and recommend changes to the current staff proposal for central services allocation for 2001-2002 budget year. Provide education session for city staff. The end product will be a fully reviewed current central services plan. Estimated time to complete this project is seven hours. This should be completed by March 1, 2001 Review and update the current financing plan for the Hilah office building. Provide education session for staff. This should be completed by March 1, 2001. Estimated time to complete this project is eight hours. Update and revise the existing water rate model. Phase one includes the following steps: · Update the model for pdor activity · Reformat data to the new general ledger accounting system · Convert the data to Excel. · Model the future revenue and expenses. · Provide training session for staff. This should be completed by June 1, 2001. Estimated time to complete the project is 35 hours. Update and revise the wastewater rate model. Phase one would include the following steps: · Update the model for pdor activity · Reformat the data to the new general ledger accounting system · Convert the data to Excel. · Model the futura revenue and expenses · Review the Wastewater Treatment Plant costs and financing · Provide training session for staff. This should be completed by June 1, 2001. Estimated time to complete the prdject is 30 hours. /Contract Proposal 2 · Page 3 Februaly 6, 2001 7. Review Electdc rata model. Phase one includes the following steps: Attendance at rr'c~ctings and setting up future processes. · Review of the 2000 updata to the rate model. This project should be completed by June 1, 2001. Estimate time to complete this project is 20 to 100 hours. My fee for the first six projects is $95.00 per hour plus materials and for the seventh (Electric) project work is $115.00 per hour plus materials. I will submit a semi- monthly invoice. All completion dates are contingent upon receiving the proper information in a timely manner. The following items are not included in the scope of the current proposal. We would need to negotiate a contract amendment to complete the following: Update and revise the existing water rate model. Phase two of the update includes rate design, and bill frequency analysis, staff and council rate review process, capital finance planning or analysis, system development fee analysis, weather analysis. Prepare ordinance or resolution amendments, including the curtailment rate ordinance revisions. Update and revise the wastewater rate model. Phase two of the update includes rate design and bill frequency analysis, staff council rata review process and system development fee analysis. Prepare ordinance or resolution amendments. 3. Street financing and Local improvement district work. I am looking forward to signing a contract for this work and starting these projects. Sincerely, Jill Turner, CPA /Contract Proposal 2 Material for Insurance services Insurance Service fund folder for 2001 Insurance Service fund folder for 2000 Insurance Serivces fund folder for 1999 Copies of all CCIS invoices for last year and current year (may be in the files) Copies CCIS Loss runs at June 30,99,00 and Dec 00 Copies of City Attorneys audit letter on pending litigation Copies of Sami~q loss runs at June 30, 99, 00 and Dec 00 Copies of Samis loss runs by Dept at June 30, 99,00 and dec 00 Copies of Liberty loss runs at June 30,00 if available Copies of SAIF loss runs at June 30,00 if availabie Letter on experience rates for Workers compensation from state What experience rate is Parks and ACH paying into City for WC. Letter setting their rate if done. Copies of the payroll workers comp quarterly reports for 99-00 and 00-01 Computer Copies of the current INS services spread sheets CITY OF ASHLAND 20 E MAiN ST. ASHLAND, OR 97520 (541) 488-5300 I 3 8 01 ]t 01928 VENDOR: 001319 TURNER, JILL 1275 MUNSON DR. ASHLAND, OR 97520 SH~PTO: Ashland Finance Deartment (541) 488-5300 20 E MAIN STREET ASHLAND, OR 97520 FOB Point: Terms: Net Req. Del. Date: 2/5/01 Special Inst: Req. No.: Dept.: ELECTRIC Contact: Lee ~~ ~,~ ~:,~-~ Confirming? NO BLANKET PURCHASE ORDER as identified in attac~e~rg~Bg~al~ Be~ date: u~uo~uu~~ Not to ex,ed: SUBTOTAL 22.900.00 BILLTO: Account Payable T~ 0.00 20 ~ST MAIN ST FREIGHT 0.00 541-552-2010 TOTAL 22,900.00 ASHLAND, OR 97520 E 690.11.18.00.604160 11,500.00 E 710.03.08.00.604180 11,400.00