HomeMy WebLinkAbout2007-174 Contract - Pauly Rogers & Co.
Contract for Personal Services - Munlel I Audit Services
CITY o.
ASHLAND
20 East Main Street
Ashland, Oregon 97520
Telephone: 541/488-8002
Fax: 541/488-5311
CONTRACTOR: Pauly, Rogers and Co., P.C.
CONTACT: Kenny Allen, CPA
ADDRESS: 12700 S.W. 7zwt Ave, PO Box 23684
. Tlgard, OR 97223
TELEPHONE: (503) 620-2632
DATE AGREEMENT PREPARED; AprtI17, 2007
FAX: 503 684-7523
BEGINNING DATE: Februa 20 2007 . COMPLETION DATE: November 15 2009
CO"PEN8AnoN~ CIty agrees to pay the Contractor fOr the CIty audit and the Parks Commission audit for:
FY 2006-07~ the sum of $38.000 and $, 1.000 r&&pectIveIy. .
FY 2007-:08, the sum of $39.140 and $11.330 respectively.
FY 2008-09, the sum of $40.300 and $11.670 r&&pectIveIy.
For a detailed list of the proposed fees, ~ Fee Arranaement Wortasheet Is attached as Exhibit -A-
SERVICES TO BE PROVIDED: Contractor shall conduct an audit of the accounts and fiscal affairs of the CIty
and the Parks Commission, 88 well as, addltlOna! audits for Food & Beverage Tax and Transient Occupancy
Tax for the fI8caI~rs ending June 30, 2007,2008, and 2009, 88 set forth within the Request for Proposal
released December 28 2006 for Munlcl I Audit ServIces.
ADDmONAL TERMS: This contract may be extended annually, by mutual COI'188m of both parties, for up to
two 2 additional. rs for a maximum of five 5 rs.
FINDINGS:
Ptnuant to AMC 2.52.040E and AMC 2.52.060,aft8rr888Ol18b1e inquiry and evaluation, the underalgned ~
Head finds and determines that: (1) the 88I'YIce8 to be acquired are personal 881'Y1ce8; (2) the CIty does not have
adequate personnel nor resources to perform theeervlces; (3) the statement of work representB the department's plan far
uUllzatIon of such personal s8rv1ces; (4) the undersigned Contractor has specialized experience, educaUon, tnliInlng and
capabllty 8UfftcIent to perform the quality, quantity and type. of work requested In the scope of work within the time and
financial constraints provided; (5) the eo.lIIadui's proposal will best I8V8 the needs of the CIty; and (8) the
compensation negotiated herein II far and reasonable.
NOW THEREFORE, In consideration of the mutual covenants contained herein the CrN AND CONTRACTOR AGREE
81 follows:
1. Flndl.. I RecIt8tIv.1a. The findings and recitations set forth above are true and correct and are Incorporated __n
by this ,.,......
2. Scope fII Work. CoI.b..,.. shall conduct an audit of the accounts and fiscal affairs of the CIty and.the Commllslon,
81 of and far the )'8&r'I ending June 30, 2007, 2008, and 2009. The audit wll be made In accordance with the
Minimum Standards for Audita of Municipal CorpoI atIons 81 presa1bed by law. Tt)e audit ihall.be u~ In order
to eJCpr8II an unqualified opinion that the financial statements of the CIty and Commll8lon are fairly pre.ented In
conformity with generally accepted accounting principals consI8t8ntIy applied, and to determine If the CIty and
~mll8lon have compiled substantlaly with appropriate legal provisions. If the CoI dractor'. opinion II other than
unqualified, the .CoI.b.... wll fuly dlecuaa the reasons with the CIty In advance of .issuing the opinion.
3. All CoeI8 by Contr~ CoIdlactw shall, at Its own risk and experwe,perfarm the personal eerviceI described
above. and, unless oIh8rwIee specified, fumllh all labar, 8q\Ilpmenl and matertala required for the proper performance
of.such ..-vIce.
4. QulllIIIed Work: The CoI.b... agrees that the 88I'YIce8 by CoI.nctu. ehaII be IW1dered by a CertIfIed Public
Accountant. CPA. or unW thllperaon'. supervision, and that the work wit be faIthfuIy performed with C8I'8 and
dllgence. Conb... has repre.ented, and by Mtertng Into this cOhbaA now represents, that aI personneIauIgned
to the work required unWthIs contract are fully qualified to perform the service to which they wll be 8IIIgned In a
eklled 8nd warker~1ke m..,.,. and, If required to be registered, IIcBnaed or bonded by the State of Oregon, .. 10
registered, licensed and bonded.
5. ~ of ........ Contractor 18 to begin the audit within 45 days following July 1 d each )'B' and
complete the audit by November 15 of each~. Upon completion, written repor1B are to be delivered to the Audit
Committee for COI18IderatIon and review the committee. Ak review and . the Audit Committee 25
2007 MIri:IpBI Audt ConIract
Page 1 d7
,. ,
copies of the final CIty report Md 25 copies of the fIn8I Commission report shall be delivered to the CIty. The form
and content of the reports shall be In accordance with, and nOt less than, that required by the Minimum Standards for
Audits of Oregon Municipal CarporatIona.
6. PI...... ......... CIty wll provide for such financial statements 88 may be necessary to fully dlsclole and fM1y
present the resuIt8 of opeIatIons for the periods under audit and the financial condition at the end of thole periods.
Although It Is Clty's Fesponslbllty, the reports are to be draft8d and prepared by the Contractor. The C08t of preparing
such financial statements -shall be Included In the fee for conducting the audit 88 set forth-above. -
7. Un....... Conditione. Should unusual conditions .... or beencountenKI during the COW'88 of the audit whereby the _
services of the Contracto. are necessary beyond the 8xtent of the work contemplated, written notification of such
unusual conditions shall be delivered to the CIty, who shall Instruct the CoI.1ractot In writing concerning suCh
additional service. A signed copy -of each such notification and Instruction shall be delivered Immediately to the
Secretary of State by the CIty.
8. Compel'lUltlon: CIty shall pay Contractot for service performed, including costs and expenses, the sum specified
above. Once work commences, Invoices shall be prep.ed 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. -
9. Com"'" DID: Contractor shall start performing the service under this contract by the beginning date Indicated
above and complete the service by the completion date indicated above. -
10. ContnlCt ExIen8Ion. CIty and CoIltr1dur may extend this COIlbact for up to two fiscal years beyond FY 2008-2009
upon such terms and condftIons 88 they shall mutually agree.
11. Owawahlp of Documents: All documentsprep.ed by Conb"actUt pursuant to this COIdract shall be the property of
CIty.
12. 8tIitutory Requl........: ORS 279C.505, 279C.515, 279C.520 and 279C.530are made part of this COIdrad.
13. living Wage Requl...........: If the amount of this COIlb~ Is $16,936 or more, Contractor Is required to comply with
chapter 3.12 of the Ashland Municipal Code by paying a living wage, 88 deftned In this chapter, to aD emplo)ws
performing work under this coi lbad and to any Subcot .b... who performs 50% or more of the service work under
this COIltnid. CohbactUt Is also required to post the notice attached hereto 88 exhibit C predominantly In... where
It will be seen by all employees. _
14. Indemnltlc8tlon: Contractor agrees to defend, indemnify and save CIty, Its officers, employees and agenIa harmless
from any and - a1IIo8ses, claims, actions, C08t8, expenses, jUdgments, subrogatlona, or other damages resulting from
Injury to any person (Including Injury resulting In death), or damage (Including loBs or destruction) to property, of
what80ever nature arising out of or Incident to the performance of this contract by CoId1actot (Including but not limited
- to, Cot.b ..ws employees, agents, and others designated by eo.dlactor to perform work or services attendant to this
contract). Cot.tr.... shall not be held responsible for any losses, expenses,-daIms, subrogatlons, actions, costa,
judgments, or other damages, directly, solely, and proximately caused by the negligence of CIty.
15. T....lnIIIon:
a. Mutual ConMnt. ThIs contract-maybe terminated at any time by mutual consent of both parties.
b. CItv'~ ~, ThIs COIdlact may be terminated at any time by CIty upon 30 days' notice In writing
and delivered by certified mal or In p&I'IOI"I.
c. For ~, CIty may terminate or modify this COI dract. In whole or In part. effective upon delivery of
written notice to -Contractu., or at such Iater.date 88 may be established _by CIty under any of the following -
~1tIons:
I. If CIty funding from federal, atate, county or other sOurces Is not obtained and contil'l.led at IeveIa
~ to allow for the purchase d the Indicated quantity of servIcea;
U. If federal or state regulations or guidelines are modified, changed, or 1nt8'preted In such a wa~
that the services.. no longer allowable or appropriate for purchase under this COIdract or are
no longer eligible for the funding proposed for payments authorized by this COI rtrac;t; or
III. If any IIcetwe or certificate reqUired by law or regulation to be hekt by eo....actor to provide the
services ~Ired by this contract Is for any reason dwaled, revoked,lIJSp8nded, or not renewed.
d. -For Dtpuft or ~.
I. EIther CIty or Conbactot may terminate this contract In the event d a breech d the COIlb4ld by
the other. PrIor to such termination the party seeking termination shall give to the aIher party
written notice d the breech and InBIl to termli1at8. If the party commltllng the breach has not
entirely cured the Inach wti'115 days d the date d the notice, or within such oIhw period 88
the party giving the notICe may-authorize or require. then the COI dract may be termln8led at any
time ...... by a written notice d termination by the party giving notice. -
II. TIme,. d the eisence for CoI"''''''a performance of each and every obligation and duty under
this COI.II_ CIty by wrttlen notice to Cot.b**" of default or breach may at any time terminate
,the whole or any pert d this COIIRct If CoIdI~ faIa to provide servIcea called for by this
COIdlact within the time apecIfIed herein or In any extension tt.eof. .
01. The Met remedies d In this subeectlon d are not excI..we and are In
2007 M&.nIcIpeI AucIt Contract P8ge 2 d7
.
addition to any other rights and remedies provided by law or under thl8 COI.tract.
e. ObIkudlnnJllAblllv d PartiM. Termination or modlflcation d this COI dJact pursuant to subeectlona a, b, or
c above shaD be without prejudice to any obligations or liabilities d either party already accrued prior to such
termination or modification. However, upon receiving a notice d termination (regardless whether such notice 18
given pursua.nt to sub8ectlon8 a, b, cord d thl8 eecIIon, Cotlb-u 1haII.lmmedlately ceaae all activities under
this COIjbw, unless expntIIIy dlnlcted otherwise by CIty In the notice d .."lnatIon. Further, upon termination,
Contractur shall deliver to cay all contract documents, Information, work8-In-progreaa and other property that .e
or would be dellv8'abIea had the contract been completed. CIty ahaII pay COllbaduf for wort performed prior to
the termination date If such work was performed In accordance wfth the Contract.
16. InclependentConb....'....: Contractor 18 an Independent COI.bactur and not an employee d the CIty.
CoI.b actur8hal1 have the complete reaponaIbllty for the performance of this COI .tract Contractor shall provide .
workers' compensation coverage 118 required In ORS Ch 656 for all peI'IOI18 employed to perform work pursuant to
this contract. Co! dractur 18 a subject employer that will comply with ORS 666.017.
17. AulgnlllMt... Subcontl'llCla: CoIlb~ shall not 8881gn this contract or subcoldract any portion d the wort
without the written CXb8nt of CIty. Any attempted 888lgnment or subCOllbact without written COI'II8It d CIty shall be
void. Contractot shall be My responsible for the acts or omlaalons cI any aaIIgna or SUbco.lbact0.'8 and of all
perIOIl8 employed by them, and the approval by CIty of any 888Ignment or subcontract shall not cnate any
contractual relation between the 888Ignee or subcontractor and CIty.
18. o.r.ult. The ContI actur shall be In default of this agreement If CoIlIractor: commllB any material breach or default of
any covenant, warranty, certification, or obligation It owes under the Contract; lIB QRF status.pursuant to the QRF
Rules or Ioaea any 1Icenae, certificate or certification that 18 required to perfomi the ServIces or to qualify 88 a QRF If
Conbactur has qualified 88 a QRF for this agreement; InatItutea ... action for relief In bankruptcy or has Instituted
against It an action for Insolvency; makes a general888Ignment for the benefit of creditors; or cea... doing buU1eaa
'on a regular basl8 of the type identified In lIB obligations under the Contract; or attempts to 8I8lgr'l'rIghta In, or
. delegate duties under, the Contract.
19. ...u...... CoIl"'" ahaII at lIB 'own expense provide the following InsulWlC8:
a. Worker's ComD8nll8tlon Insurance In compliance with ORS 666.017, which requlrelsubject employera to
provide Oregon workers' compensation coverage for all their subject workers
b. ~ 11iH'" Insurance with a combined lingle limit, or the equivalent, of not Ie8s than $500,000,
for each claim, Incident or 0CCUIT8I1C8. ThIs 18 to cover damages C8U8ed by error, omlaalon or negligent acts
related to the professional eervIceB to be provided u~.. this cOI ttract. .
c. GerwaI Uahl." Insurance with a combli1ed .slngle limit, or the equivalent, of not less than $500,000, for
each occurrence for Bodly Injury and Property Damage. It shall Include contractual liability coverage for the
Indemnity provided under this COIttract.
d. Automobile Uabllltv Insurance with a combined slrVe limit, or the equivalent, of not less than $500,000; .
for each accident for Bodily Injwy and Property Damage, Including covwage for owned, hired or I'1OIMWmed
vehicles, 88 applicable.
e. NotIce of ~rvWIatItvt or chana8. There shall be no cancelJatIon, material change, reduction d IImllB or
Intent not to renew the Insurance coYerage(s) without 30 days' written notice from the CoI.tractor or IIIln8urer(s) to
the City. .
1; AddltlonsllnsuredlCertlflcates d I~rance. CoIlbactur shall name The CIty cI Ashland, Oregon, and 118
elected officials, officers Met employees 88 Addltlonallnsurecls on any Insurance policies required herein but only
with respect to Contractota eervIceB to be provided under thl8 Contract. As evidence d the Insurance cov8rages
required by thl8 Contract, the Contractot sha111\m1sh acceptable Insurance certificates prior to commencing wort
under this contract. The certificate will specify all of the parties who are Addltlonallnaureds. Insuring companies
.or entities are subject to theClty's acceptance. If requeSted, complete COpIes cllnstnnce policies; trust
agnMHnents, etc. 8haII be provided to the CIty. The CoI.b~ shall be financially responsible for all pertinent
deductibles, self-Insured retentions anellor self-InsuranCe. ..
20. Governing Law: "urlecllctlon; V.ue: ThIs contract shall be governed and construed In accordance with the laws .
cI the State of Oregon without resort to any ~IctIon's conflict cllaws, rules or dOctrii188. Any eIaIm, 8dIon, suit or
proCeeding (coII8ctIveIy, ". claim' between the CIty (and/or .,y other or department of the State cI Oregon) and
the Contracto. that.... from or reIat8s to this contract shall be brought &1d conducted solely and exclusively within
'the Circuit Cour:t of Jackaan County_ the State cI Oregon. If, however, the claim mwt be brought In a federal
, forum, then It 8hallbe brought and conducted solely and exclusively within the United States DIstrIct Court for the
DIstrIct of 0I8g0n fled In Jackaon County, Oregon. eo.llracb. by the algnalLn herein of Ita authorized. .
represent8tIve, hereby consents to the In personam jurlsdlctlon'cI said ccuIa. In no event sh8II this secIIon be
construed 88 a waiver by CIty cI any form cI defense or immunity. t8ed on the Eleventh Amnment to the United
States ConstItutIon. or otherwise, fronJ any dalm or frarn the .iurtscl1ctIon.
21. THIS CONTRACT AND ATTACHED EXHIBITS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN THE
PARTIES. NO WAIVER, CONSENT, MODIFICATION OR CHANGE OF TERMS OF THIS CONTRACT SHALL
BIND EITHER PARTY UNLESS IN WRITING AND SIGNED BY BOTH PARTIES. SUCH WAIVER, CONSENT,
MODIFICATION OR CHANGE IF MADE SHALL BE EFFECTIVEONL Y IN THE SPECIFIC INSTANCE AND FOR
2007 MlI'1IcIpeI AucIt ConIract
Page 3 rl7
THE SPECIFIC PURPOSE GIVEN. THERE ARE NO UNDERSTANDINGS, AGREEMENTS, OR
REPRESENTATIONS, ORAl. OR WRITTEN, NOT SPECIFIED HEREIN REGARDING THIS CONTRACT.
CONTRACTOR, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE, HEREBY ACKNOWLEDGES THAT
HElSHE HAS READ THIS CONTRACT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND
CONDITIONS.
22. NonapproprIdone C..... Funds Ava.abIe and Authortzed: CIty has 8UfficIent funds currently available and
authorized for expenditure to finance the cae. cI this contract within the Clty's fiscal year budget. Cotdracto.
understands and agrees that Clty's payment cI amounts under this contract atb1butab1e to work performed after the
last day cI the current fI8caI year Is contingent on CIty appropriations, or other expenditure authority 8UfIicIent to allow
CHy In the exerase cllts reasonable admlnl8tr8tlve dl8a8tlon, to continue to make payments under this CQlItract. In
the event City has Insufflclent appropriations, limitations or other expenditure authority, CIty may terminate this
contract without penalty or IIabBIty to CIty, effective upon the delivery cI written notice to Cot dractor, with no further
liability to CoI.b... .
c..1l1IcatIon. Conlractur shall the certification attached hereto 88 exhibit B and herein I reference.
~ :rvOFASHLAND:
TITlE
l/1'9-
DAlE
CONTRACT AWl<<) AND FINDINGS DETERMINED BY:
By:
DAlE.
~o/~
FederallDI
9'-fj q ~CIZ~
CIty Deponent Held DaI8: oS;
~ ~ 7/" ""~I1?'De:; ~
ACCOUNT '/ ~ p.", r p P;' iP I' ~tt'''' /' .P- t:>
(For CIty puIJJOI8I only) .
~ ~ 1!?7~~~
PURCHASE ORDER' ~ ~i1!1 tIP, D I:J ~
*CornplBllld W9 form nut be ..brnll8dwllh conIr8ct
2007 MIncIp&I AucIt ConInIct
Page4of7
.." 0
CIty of Aahland .
Fleciueat ~.Pro~1
Munlclpal.~1t ServIoee .
. .
EXHIBIT .A.
FEE ~AANClIl;I8ENT WOBKIHEEl: .
,
CITY
PARKS
. .TOTAL;
I AudI Fee .
~ Slidirn.d PrIpIrdOn'
\. _ AlII (I AppbbIe)
I GFPA Ctr1IIcItI of IdIIIJRMnt
r
I
I
,.. . .
I
I
I
I
I ."
I '
*30.000 '
i A.~nn
.f1Rrl\nn
1.400,
.700
2.100
2.200
1.800
4.000
Olher
TOIII tar v_ One
_I\- _I\- -"-
-0- -0-:-. , -0-
. '2.,300 -0- 2.300
2.100 -0- 2. 1 on
. .
, "38.000 ~1l.000 .J49.000
, .
, '39'.140 '.1l.330. '50.470
J40.300 ...tp.670 ~
":.-
~ '"to
oa. TechnIaII Anl.lII.
1.dcIIanaI ALdII ~ ~ & 8MrIge (e-ArnaIy)
, .
'AdCIIanII AucI8. TrnIent ~TIX(4-AnnIIdy) .
ToIII tar v_ Two
ToIII fer Y_11ne
"
AdcIIIonII ServI8 by Hcu:
ParIner
~
*125
UOO
. 80
. 45
.. MInIger
. Accou1IInt
" .
. AFP.. ExhIbI.A*,.Fee ArraivemnWorlllhMt. PIge 1 of 1
I ' "
, .
. . .
. .
. .
10
EXHIIU
CERnFICAnONSlREPRESENTAOONS: Contractor. under penalty of perjury. certifies that (a) the
number shown on the attached W-9 tonn Is Its correct taxpayer 10 (or Is waiting for the number to be
Issued to It and (b) Contractor Is not subject to backup withholding because (I) It Is exempt from
backup withholding or (II) It has not been notified by the Intemal Revenue Service (IRS) that It Is
subject to backup withholding as a I'8SUIt 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. Contractor further represents and
warrants to City that (a) It has the power and authority to enter Into and perfonn the work. (b) the
Contract. when executed and delivered. shall be a valid and binding obligation of Contractor
enforceable In accordance with Its tenns. (c) the work under the Contract shall be perfonned In
accordance with the hlghestprofesslonal standards. and (d) Contractor Is qualified. professionally
competent and duly licensed to perfOnn the work. Contractor also certifies under penalty of perjury
that Its business Is not In violation Of any Oregon tax laws. and It Is a corporation authorized to act on
. behalf of the entity designated above and authorized to do business In Oregon or Is an Independent
Contractor as defined In the contract documents. and has checked four or more of the following
crtterla:
--
(1) I cany out the labor or services at a location separate from my residence oris In a
specific portion of my 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 perfonned only pursuant to written contracts.
(5) Labor or services are performed for two or more different persons within a period of one
year.
(6) I assume financial responsibility for defective workmanship or for service not provided
as evidenced by the ownership of perfonnance bonds. warranties. errors and omission
Insurance or liability Insurance relating to the labor or services to be provided.
,.,-
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--
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. fP~
ContraclO .
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2007 MwIidp&I Audt ConIract
Page5of7
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I. '1III1IlIt .... IllII!IC*uP wIIhI..M'lf -...: ... 1l1li ... tam bedlup lllIIIhIIcM"" ... ... I ... IIlIt .... naIIIId by 1M .......
..... SINce. ..1l1li ~ to bICIIup ~ . . .... II . ...... to NpOrt II ........ cHdIIlds. er tat theIRS ..
naIIIId l1li ..1l1li no IangIr ILII!JKt to bICIIup .......l8o ...
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Gel" only I ..........1IIn IndIlIIrbIIII!IY ... ..
A pII'SCII'I who Is ......10 III ...lIfanll6.i I'IILm wIIh ...... rI. tax 1r8IIly 10 I8duce CI' 1ImII_ u.s. tiDe an
.. IRS, nust abt8II1 JOII' CDI'I8Ct taxpI~ IdIIIIIk3Ion CII'tIIn types rllncomI. ~ most tIIX ...... caraIn .
I'UI'IbIr (J1N) 10 IIpOrt. far ....... IncGma peId to you. .... IIUIIIsIarIIcncMn IS. "sIvIng ...... EKeplbIS spedIIed
.... "'lIIctlout. martgIge Intentst you pilei. ICQUIsIIIan In .. lIVIng cIII.III rIllY fBII'len ....., ft'am tIIX to .
CI' .bllldal...1l rI S8ClIicf paperty. CIIlCIIIIIIan d dIbt, CI' ann. fat certain lpIS rllncamI ... ..... 1M I8CIpIert
cantrIUIans you mecIe 10 en IRA. his CICM lMSI becarriI I u.s. ...... IIIn far tIIX IJ&I1DIS.
u.s. ....... Use Farm w.e ~ .. I U.s. pnan r you .. I U.s. RISIcIIrt ..... who Is I8IfIna an en 0
IncUIng · I8SIdft ....... to yaw can8Ct TIN to .. ncepIJan canI.IIII.. In .. SIIVIng ... cl ,lax ......., to
pnan I8qUISIIng It .... r-ql1liIar) - when fIPPbbIe.lD: dIIm en ...ipdoh 60m u.s. tax an certain ~ rllncane.
1. c.nry IhJIl the nN you .. giving Is cOmId far you .. you nust IItIc:h I 5tII8rrIR IhJIl specIIes thit fallowing fN8
WIIIIIng fa' I runbIr 10 be 1ssuIat. - bms:
Z. eenry ... JOU .. not ~ to bIcIcup wIItItDdng. 1. The tnIIly COldI'y. GeI_1Iy, this .... be.. SIRII
a' . Ir8Ily .... Wt*:h you c:IIImId ..!pilon ft'am tax IS .
I. CIIIIm exempIIon .ft'am bIc:Icup wIIhtdIIlCI r you .. . IlCIInsIdIrIl..... .
U.s. ... pey8I. z. The InIIly 81IdI1ddressIng 1M Incame.
NaIl: ,. ~... you. form otI8'",., Form W-' .1.. The enIcIe I'UI'IbIr tar IaCIIIartIIn .. tax InIIly IhJIl
~ TIN. you must uselhe 18ql....n form , It Is c::ontIlIns ... lIVIng ca.. end Its uc~..
....10 this Form W-9. 4. The tp Met III10Id rllnc:ane IhJIl qLIIMes far ...
,...... ........ r you .. llanIIgn fBSGR; .. ... "'1111011 ft'am tax.
~t Farm W-a (see ,...:. ...,.. WltthcdICl rI Tu an . L SWIIcIertfects 10 Md'Y .. .....!pIIon ft'am tax ...
NOn AlIens ... FcnIgn ~. .. ...... rI....Ir8Ily- a1Ide. .
C& No. 1OD1X ,..; W-I .... 1__
l:i:rrrr.LuJ
..
~
. I :z
2007 MunIcIpal AucIt ConIi8ct
Page8of7
CITY OF ASHLAND. OREGON
EXHIIII.&
City of Ashland
. . LIVING
r.,
Em p ! 0 Y (' p~; nl U '.., t b (' P;l i d ;l
living w,'ge:
> For alhours worked lI1der a
88NIce COIdract between thei'
emplOyer and the CIty of
Ashland I the contract
exceeds ...... or morI.
> For aB hours vak8d In a .
month I the employee spends
.50% or men of the .
employee's time .In 1hat month
. workiIg on a project or
portion of business of their
. employer, I the. employer has
ten Or men empIoY888, and
has receIv8d ftnancIaI
. assistance for the projector
business from the CIty of
Ashland In excess of ........
> If their employer Is the CIty of
AshIarid including the ParIes
and RscreaIIon Department.
> in caIcuIaIing the IvIng wage,
employers may add the value
of health en, retiement,
401K and IRS elgtie
cafeterii plans (including
chlldcar8) beneftIs to the
amotI1t of wages received by
the employee.
> Note: .Employee. does not
include temporary or part-time
employees hired for less than
1040 hours in any twe1ve-
month period. For more
details on applicability of this
policy. please see Ashland
Municipal Code Section
3.12.020.
For ;lddition;ll inform:1tlOn:
.
Call the Ashland City Administrator's oIflce at 541-488-6002 or WItte to the CIty Administrator, CIty Hall,
20 East MaIn Street, Ashland, OR 97520 or visit the cIly's websIte at~.
NoIIet to Employers: This notice must be posted pI8domlnantly In areas where. It can be seen by all
employees. C I T yO.
ASHLAND
2007 MWIIcIp&I AucIt ConIract
. Page7of7
r~'
CITY OF
ASHLAND
20 E MAIN ST.
ASHLAND, OR 97520
(541) 488-5300
CiTY ~ .
"",,,",,,,'- . ~")'S COpy
..; \.. .; c'-"'" '-! \
Page 1 / 1
~~ ~m~
7/30/2007 07704
VENDOR: 005746
PAULY ROGERS AND COMPANY.,P.C.
PO BOX 23684
PORTLAND, OR 97223
SHIP TO: Ashland Finance Deartment
(541) 488-5300
20 E MAIN STREET
ASHLAND, OR 97520
FOB Point:
Terms: Net
Req. Del. Date:
Speciallnst:
Req. No.:
Dept.: ADMINISTRATIVE SERVICES
Contact: Lee TuneberQ
Confirming? No
Municipal Audit Services FY 2007-2008
(Year 2 of initial 3 year contract)
Per attached fee arranQement worksheet
Request for Proposal
Contract for Municipal Audit Services
Contract terms: FY 2007,2008,2009
BeQinninQ date: February 20, 2007
Completion date: November 15, 2009
39,140.00
This contract may be extended an
additional two (2) years for a maximum
period of five (5) years.
POs to be issued annually
BILL TO: Account Payable
20 EAST MAIN ST
541-552-2028
ASHLAND, OR 97520
SUBTOTAL
TAX
FREIGHT
TOTAL
M ~~""{J- ~~?
Autho d Signature
VENDOR COPY