HomeMy WebLinkAbout2010-195 Contract - Phenix Consulting
PHENix CONSUTLlNG & EDUCATION
"Chance Favors the Prepared Mind"
541,659,5075
John Karnes, Fire Chief, City of Ashland
We met on October 7, 2010 to review the tasks and start the contract. The comments below (in blue)
address each task as we discussed.
The tasks:
Evaluate the required level of employee training for all classifications to satisfy the Emergency
Management goals as well as the current NIMS requirement.
o A starting point would be to develop a spreadsheet showing the NIMS/Emergency
Management training received to date by city employees (City). Done 10/7
o Concurrently we would send out an application to city employees for positions on the
Incident management Team and/or Emergency Operations Center (City). Intent is to
develop a pool of people to draw from in the event of an emergency. Feb/March 2011
o Solicit private industry or other citizens who may have emergency management
experience who would volunteer for training & positions (City). Intent is to supplement
city employees especially in a longer term incident. Outreach has started with about 12
completed with interviews. John to set time/day for group to meet with Charlie.
o Review the developed spread sheet and make training recommendations (Contractor).
. Program Oversight time (OJ $60.00 hr. ,Ongoing
Deliver required specialized ICS training as determined appropriate (non-web based).
o Based on' employee response to above needs, a training program will be developed to
address "holes" in ICS organization based on incidents as outlined in EOP (Contractor).
Using employee spreadsheet Charlie will develop a recommended plan for training. See
below for some established dates.
. Program Oversight time (OJ $60.00 hr.
o Develop specific incident organization charts outlining which positions to be filled
without names attached. Incide~t Commanders for each incident may be identified
(City/Contractor). Based on current city EOP Charlie to use the designated incidents and
develop organization charts outlining proposed positions for each incident. A pool of
resources will be developed after functional training is completed
. Program Oversight time (OJ $60.00 hr.
o Include private companies, volunteers, Medical Reserve Corps, ODOT, and State Police,
adjacent cities, Red Cross and other agencies the city regularly uses in emergencies
(City). Ongoing - Charlie to meet with volunteers at end of October and make sure they
are incorporated in any scheduled training/exercises.
Develop training curriculum for command &'general staff IMT & EOC positions to ensure
sustainment of competency.
o Select participants to attend specific functional training. May include private industry
and other selected citizens (City). Ongoing, Charlie to meet with John to select
attendees.
PHEN1X CONSUTLlNG & EDUCATION
"Chance Favors the Prepared Mind"
541-659,5075
o Develop and deliver functional training in these areas: Operations, Planning, logistics,
Finance, Incident Commander, Safety, liaison Officer and Public Information Officer.
Coordinate training with other agencies such as SOU (Contractor). After 1,300 training
January 13, 20, 27.
o Operations - 3 to 4 hrs. = $500.00
o Planning - 3 to 4 hrs. = $500.00
o logistics - 3 to 4 hrs. = $500.00
o Finance - 2 hrs. = $350.00
o Command Staff- 2 to 3 hrs. = $500.00
o Public Information Officer- 2-3 hrs. = $350,00 Set UP a time before end ofvear
to develoD a Joint Information Svstem and Plan.
o 1,300 Intermediate Incident Operations 24 hrs = $ 2000.00 Jan. 13, 20. 27
o 1,400 Advanced Incident Operations 8 hrs. = $750.00 Reasses need in eariv
.ill.'i!)g
o May include Multi-Agency Coordination functional training (Contractor).
o MAC training, $500.00 Mav combine with EOC training
Assist with development of operational procedures for the City's EOC to allow implementing
the components of the EOP. (Program Oversight time (a) $60.00 hr.)
o Review current EOP and EOC operating plan (Contractor). New EOP to be developed
thru County contract. Work with administration to develop EOC organization & process
before offering training Feb/March.
o Review roles and responsibilities of IMT and EOC personnel (City/Contractor). Ongoing
o Develop operational procedures for EOC and DOC (Contractor). Meet with primary city
employees to develop type of organization to meet the needs of the city. Work with
John to develop and implement Department Operations Centers.
o Intent is to make employees comfortable in their roles operating the EOC.
o EOC training - $1200.00 Feb/March 2011
o Establish a Joint Information System plan (Contractor). By January 1, 2011
o Develop a Volunteer Coordinator position (city/Contractor). Charlie working with
volunteers to recommend a coordinator.
Make recommendations for functional improvements to the EOC and the establishment of
appropriate Department Operations Centers (Contractor). (Program Oversight time (a) $60.00
hr.) Ongoing. more discussion needed.
Organize and execute the following exercises (Contractor): After functional training is given
develop and present a table top exercise with selected individuals who have attended functional
training (city IMT) in early spring 2011. After EOC/MAC training completed develop and present
a table top EOC/MAC exercise late spring or fall 2011.
o One annual table,top EOC.DOC 2-4 hours long. (aDProx. $1000.00)
o Early November 1,5 snow shut down
o Develop functional area "kits".
o One annual Functional EOC/DOC exercise. (approx. $1200.00)
PHENIX CONSUTLlNG & EDUCATION
"Chance Favors the Prepared Mind"
541,659,5075
. To be determined
Additions:
,Charlie to see if he can attend second day of "Disaster Management for Public Services" scheduled
for November 10.
,Schedule an ICS for Executives session (ICS'402) after fall elections.
- Possibly hold a one day 1,200 course before 1,300 course.
,Charlie to work with John on obtaining DHS Preparedness Grants.
, Charlie to work with John to review Oak Knoll Fire Lessons Learned and see what can be
implemented.
Charlie Phenix
Charlie Phenix
Phenix Consulting & Education, Inc.
1985 Kelly Way
Grants Pass, Or. 97527
cpphenix(albudget.net
Contract for PERSONAL SERVICES less than $25,000
CITY OF
ASHLAND
20 East Main Street
Ashland, Oregon 97520
Telephone: 541/488-6002
Fax: 541/488-5311
CONSULTANT: Phenix Consulting & Education Inc.
CONTACT: Charlie Phenix
ADDRESS: 1985 Kelly Way, Grants Pass, OR 97527
TELEPHONE: 541-659-5075
DATE AGREEMENT PREPARED; 11/05/2010
FAX:
BEGINNING DATE: October 1,2010 COMPLETION DATE: December 31,2011
COMPENSATION: Fees per attached proposal- Not to exceed $15,000.00
SERVICES TO BE PROVIDED: Consultant to provide NIMS training and exercises for ICS general and'
command staff and other key personnel. Oversight for Emergency Management Group. Per attached
proposal.
ADDITIONAL TERMS: Workers' Compensation insurance is being waived because the ypnsultant has no
emplovees and he will be performinq the services himself. Contractor initial /il/,
FINDINGS: ' ~
Pursuant to AMC 2.52.040E and AMC 2.52.060, after reasonable inquiry and evaluation, the undersigned Department
Head finds and determines that: (1) the services to be acquired are personal services; (2) the City does not have
adequate personnel nor resources to perform the services; (3) the statement of work represents the department's plan for
utilization of such personal services; (4) the undersigned consultant has specialized experience, education, training and
capability sufficient to perform the quality, quantity and type of work requested in the scope of work within the time and
financial constraints provided; (5) the consultant's proposal will best serve the needs of the City; and (6) the
compensation negotiated herein is fair and reasonable.
NOW THEREFORE, in consideration of the mutual covenants contained herein the CITY AND CONSULTANT AGREE as
follows:
1. Findings / Recitations. The findings and recitations set forth above are true and correct and are incorporated herein
by this reference.
2. All Costs by Consultant: Consultant shall, at its own risk and expense, perform the personal services described
above and, unless otherwise specified, furnish all iabor, equipment and materials required for the proper performance
of such service.
3. Qualified Work: Consultant has represented, and by entering into this contract now represents, that all personnel
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.
4. Completion 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.
5. Compensation: City shall pay Consultant for service performed, including costs and expenses, the sum specified
above. Payments shall be made within 30 days of the date of the invoice. Shouid the contract be prematurely
terminated, payments will be made for work completed and accepted to date of te'rmination.
6. Ownership of Documents: All documents prepared by Consultant pursuant to this contract shall be the property of
City.
7. Statutory Requirements: ORS 279C.505, 279C.515, 279C.520 and 279C.530 are made part of this contract.
8. Living Wage Requirements: If the amount of this contract is $18,703 or more, Consultant is required to comply with
chapter 3.12 of the Ashland Municipal Code by paying a living wage, as defined in this chapter, to all employees
performing work under this contract and to any Subcontractor who performs 50% or more of the service work under
this contract. Consultant is also required to post the notice attached hereto as Exhibit B predominantly in areas where
it will be seen by all employees.
9. Indemnification: Consultant agrees to defend, indemnify and save City, its officers, empioyees and agents harmiess
from any and all losses, claims, actions, costs, expenses, judgments, subrogations, 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 perform work or services
attendant to this contract). Consultant shall not be held responsible for any losses, expenses, claims, subrogations,
actions, costs, judgments, or other damages, directly, soiely, and proximately caused by the negligence of City.
10. Termination:
Contract for Personal Services, Revised 07/28/2010, Page 1 of 5
a. Mutual Consent. This contract may be terminated at any time by mutual consent of both parties. '
b. Citv's Convenience. This contract may be terminated at any time by City upon 30 days' notice in writing
and delivered by certified mail or in person.
c. For Cause. City may terminate or modify this contract, in whole or in part, effective upon delivery of
written notice to Consuitant, 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 contract or are
. no ionger eligible for the funding proposed for payments authorized by this contract; or
iii. If any license or certificate required by law or regulation to be heid by Consultant to provide the
services required by this contract is for any reason denied, revoked, suspended, or not renewed.
d. For Default or Breach.
i. Either City or Consultant may terminate this contract in the event of a breach of the contract by
the other. Prior to such termination the party seeking termination shall give to the other party
written notice of the breach and intent to terminate. If the party c:ommitting the breach has not
entirely cured the breach within 15 days of the date of the notice, or within such other period as
the party giving the notice may authorize or require, then the contract m_ay 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 contract. City by written notice to Consultant of default or breach may at any time terminate
the whole or any part of this contract if Consultant fails to provide services called for by this
contract within the time specified herein or in 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 contract.
e. Obliaation/Liabilitv of Parties. Termination or modification of this contract 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 subsections a, b, cor d of this section, Consultant shall immediately cease all activities under
this contract, unless expressly directed otherwise by City in the notice of termination. Further,upon termination,
Consultant shall deliver to City all contract documents, information: works,in-progress and other property that are
or would be deliverables had the contract been completed. City shall pay Consultant for work performed prior to
the termination date if such work was performed in accordance with the Contract.
11. 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.
12. Assignment and Subcontracts: Consultant shall not assign this contract 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 shall not create any
contractual relation between the assignee or subcontractor and City.
13. 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 it owes under the Contract; its QRF status pursuant to the QRF
Rules or loses any license, certificate or certification that is required to perform the Services or to qualify as a QRF if
consultant has qualified as a QRF for this 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 Contract; or attempts to assign rights in, or
delegate duties under, the Contract.
14. Insurance. Consultant shall at its own expense provide the following insurance:
a. Worker's ComDensation insurance in compliance with ORS 656.017, which requires.'subject employers to
provide Oregon workers' compensation coverage for all their subject workers
b. Professional Liabilitv insurance with a combined single limit, or the equivalent, of not less than Enter one:
$200,000, $500,000, $1.000.000, $2,000,000 or Not Applicable for each claim, incident or occurrence. This is to
cover damages caused by error, omission or negligent acts related to the professional services to be provided
under this contract.
c. General Liabilitv insurance with a combined single limit, or the equivalent, of not less than Enter one:
$200,000, $500,000, $1,000.000, $2,000,000 or Not Applicable for each occurrence for Bodily Injury and Property
Damage. .It shall include contractual liability coverage for the indemnity provided under this contract.
d. Automobile Liabilitv insurance with a combined single limit, or the equivalent, of not less than Enter one:
$200,000, $500,000, $1.000.000, or Not Applicable for each accident for Bodily Injury and Property Damage,
includina coveraae for owned, hired or non-owned vehicles, as aoolicable.
Contract for Personal Services, Revised 07/28/2010, Page 2 of 5
.
B:nsu~u4 ;1t?A r
Signature r
C f/;fR LFS F f f/- EN I J{
Print Name /
e. Notice of cancellation or chanoe. There shall be no cancellation, material change, reduction of limits or
intent not to renew the insurance coverage(s) without 30 days' 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 required herein but only
with respect to Consultant's services to be provided under this Contract. The consuitant's insurance is primary and
non-contributory, As evidence of the insurance coverages required by this Contract, the Consultant shall furnish
acceptable insurance certificates prior to commencing work under this contract. 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.
15. Governing Law; Jurisdiction; Venue: This contract shall be governed and construed in accordance with the laws
of the State of Oregon without resort to any jurisdiction's conflict of laws, rules or doctrines. Any claim, action, suit or
proceeding (collectively, "the claim") between the City (and/or any other or department of the State of Oregon) and
the Consultant that arises from or relates to this contract shall be brought and conducted solely and exclusively within
the Circuit Court of Jackson County for the State of Oregon. If, however, the claim must be brought in a federal
forum, then it shall be brought and conducted solely and exclusively within the United States District Court for the
District of Oregon filed in Jackson County, ,Oregon. Consultant, by the signature herein of its authorized
representative, hereby consents to the in personam jurisdiction of said courts. In no event shall this section be
construed as a waiver by City of any form of defense or Immunity, based on the Eleventh Amendment to the United
States Constitution, or otherwise, from any claim or from the jurisdiction.
16. 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 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 l:HIS CONTRACT.
CONSULTANT, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE, HEREBY ACKNOWLEDGES THAT
HE/SHE HAS READ THIS CONTRACT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND
CONDITIONS.
17. Nonappropriations Clause. Funds Available and Authorized: City has sufficient funds currently available and
authorized for expenditure to finance the costs of this contract within the City's fiscal year budget. Consultant
understands and agrees that City's payment of amounts under this contract attributable to work performed after the
last day of the current fiscal year is contingent on City appropriations, or other expenditure authority sufficient to allow
City in the exercise of its reasonable administrative discretion, to continue to make payments under this contract. In
the event City has insufficient appropriations, limitations or other expenditure authority, City may terminate this
contract without penalty or liability to City, effective upon the delivery, of written notice to Consultant, with no further
liability to Consultant.
Certification. Consultant shall si n the certification attached hereto as Exhibit A and herein incor orated b reference.
::"....~~
;:Jti HN' ~,:W S
Print Name
Title
!;)._~-IO
Date
W-9 One copy of a W,9 is to be submitted with
the signed contract.
Funds appropriated for current fiscal year:
Lee Tuneberg ~
Approved a~r
egal Department Date
t7 l' g, f3 ;:2--
Purchase Order No.
Contract for Personal Services, Revised 07/28/2010, Page 3 of 5
EXHIBIT A
CERTIFICATIONS/REPRESENTATIONS: Contractor, under penalty of perjury, certifies that (a) the
number shown on the attached W-9 form 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 Internal Revenue Service (IRS) that it is
subject tobackup 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. Contractor further represents and
warrants to City that (a) it has the power and authority to enter into and perform the work, (b) the
Contract, when executed and delivered, shall be a valid and binding obligation of Contractor
enforceable in accordance with its terms, (c) the work under the Contract shall be performed in
accordance with the highest professional standards, and (d) Contractor is qualified, professionally
competent and duly licensed to perform 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
criteria:
~
~
1L
J}{L
.DJL
(1) I carry out the labor or services at a location separate from my residence or is 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 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) I assume financial responsibility for defective workmanship or for service not provided
as evidenced by the ownership of performance bonds, warranties, errors and omission
insurance or liability insurance relating to the labor or services to be provided.
a~#A -
Contractor ~
11;/~ ;jo
,
(Date)
Contract for Personal Services, Revised 07/28/2010, Page 4 of 5
PHENIX CONSUTLlNG & EDUCATION
"Chance Favors the Prepared Mind"
541,659-5075
John Karnes, Fire Chief, City of Ashland
We met on October 7,2010 to review the tasks and start the contract. The comments below (in blue)
address each task as we discussed,
The tasks:
Evaluate the required level of employee training for all classifications to satisfy the Emergency
Management goals as well as the current NIMS requirement.
o A starting point would be to develop a spreadsheet showing the NIMS/Emergency
Management training received to date by city employees (City). Done 10/7
o Concurrently we would send out an application to city employees for positions on the
Incident management Team and/or Emergency Operations Center (City). Intent is to
develop a pool of people to draw from in the event of an emergency. Feb/March 2011
o Solicit private industry or other citizens who may have emergency management
experience who would volunteer for training & positions (City). Intent is to supplement
city employees especially in a longer term incident. Outreach has started with about 12
completed with interviews. John to set time/day for group to meet with Charlie.
o Review the developed spread sheet and make training recommendations (Contractor).
. Program Oversight time @l $60.00 hr. - Ongoing
Deliver required specialized ICS training as determined appropriate (non-web based).
o Based on employee response to above needs, a training program will be developed to
address "holes" in ICS organization based on incidents as outlined in EOP (Contractor).
Using employee spreadsheet Charlie will develop a recommended plan for training. See
below for some established dates.
. Program Oversight time @l $60.00 hr.
o Develop specific incident organization charts outlining which positions to be filled
without names attached. Incident Commanders for each incident may be identified
(City/Contractor). Based on current city EOP Charlie to use the designated incidents and
develop organization charts outlining proposed positions for each incident. A pool of
resources will be developed after functional training is completed
. Program Oversight time @ $60.00 hr.
o Include private companies, volunteers, Medical Reserve Corps, ODOT, and State Police,
adjacent cities, Red Cross and other agencies the city regularly uses in emergencies
(City). Ongoing - Charlie to meet with volunteers at end of October and make sure they
are incorporated in any scheduled training/exercises.
Develop training curriculum for command & general staff IMT & EOC positions to ensure
sustainment of competency.
o Select participants to attend specific functional training. May include private industry
and other selected citizens (City). Ongoing, Charlie to meet with John to select
attendees.
" "
PHENIX CONSUTLlNG & EDUCATION
"Chance Favors the Prepared Mind"
541,659,5075
o Develop and deliver functional training in these areas: Operations, Planning, Logistics,
Finance, Incident Commander, Safety, Liaison Officer and Public Information Officer.
Coordinate training with other agencies such as SOU (Contractor). After 1,300 training
January 13, 20, 27.
. Operations - 3 to 4 hrs. = $500.00
. Planning - 3 to 4 hrs. = $500.00
. Logistics - 3 to 4 hrs. = $500.00
. Finance - 2 hrs. = $350.00
. Command Staff - 2 to 3 hrs. = $500.00
. Public Information Officer - 2,3 hrs. = $350.00 Set UP a time before end of year
to develop a Joint Information Svstem and Plan.
. 1-300 Intermediate Incident Operations 24 hrs= $ 2000.00 Jan. 13. 20. 27
. 1,400 Advanced Incident Operations 8 hrs. = $750.00 Reasses need in earlv
~
o May include Multi,Agency Coordination functional training (Contractor).
. MAC training - $500.00 May combine with EOC training
Assist with development of operational procedures for the City's EOC to allow implementing
the components of the EOP. (Program Oversight time (a) $60.00 hr.)
o Review current EOP and EOC operating plan (Contractor). New EOP to be developed
thru County contract. Work with administration to develop EOC organization & process
before offering training Feb/March.
o Review roles and responsibilities of IMT and EOC personnel (City/Contractor). Ongoing
o Develop operational procedures for EOC and DOC (Contractor). Meet with primary city
employees to develop type of organization to meet the needs of the city. Work with
John to develop and implement Department Operations Centers.
. Intent is to make employees comfortable in their roles operating the EOC.
. EOC training - $1200.00 Feb/March 2011
o Establish a Joint Information System plan (Contractor). By January 1, 2011
o Develop a Volunteer Coordinator position (City/Contractor). Charlie working with
volunteers to recommend a coordinator,
Make recommendations for functional improvements to the EOC and the establishment of
appropriate Department Operations Centers (Contractor). (Program Oversight time (a) $60.00
hr.l Ongoing, more discussion needed.
Organize and execute the following exercises (Contractor): After functional training is given
develop and present a table top exercise with selected individuals who have attended functional
training (city IMT) in early spring 2011. After EOC/MAC training completed develop and present
a table top EOC/MAC exercise late spring or fall 2011.
o One annual table,top EOC.DOC 2,4 hours long. (aDProx. $1000.00)
. Early November 1-5 snow shut down
. Develop functional area "kits".
o One annual Functional EOC/DOC exercise. (approx. $1200.00)
',' ,:.
PHEIlfIX CONSUTLlNG & EDUCATION
"Chance Favors the Prepared Mind"
541-659-5075
. To be determined
Additions:
,Charlie to see if he can attend second day of "Disaster Management for Public Services" scheduled
for November 10.
- Schedule an ICS for Executives session (ICS'402) after fall elections.
, Possibly hold a one day 1,200 course before 1,300 course.
,Charlie to work with John on obtaining DHS Preparedness Grants.
,Charlie to work with John to review Oak Knoll Fire Lessons Learned and see what can be
implemented.
Charlie Phenix
Charlie Phenix
Phenix Consulting & Education, Inc.
1985 Kelly Way
Grants Pass, Or. 97527
cpphenix(aJbudget.net
12/UH/2U1U lb:22
tllll {t:L:.:I'j':l':l
~HAN~ ~UNNIN~HAM
,Aiel!:.. 'O.l/tJ.l
This certifies that
Certificate of Insurance
'~ Stale Farm Fire and Casualty Com~any, Bloomington, illinois
State Farm General Insurance Com )any, Bloomington, illinois
Slate Farm Fire and Casualty Comp~ny, Aurora, Onlario
Slate Farm Florida Insurance COmp~ny, Wlnler Haven, Florid.
State Farm Lloyds, Dallas, Teltas
STAn ,~.,,,
~
,...I,IA..t<
.
insures the following policyholder for the coverages indIcated below:
POllcyholdor PHENIX CONSULTING AND eDUCATION INC
Addross of policyholder 1985 KEL.L Y WAY 'GRANTS PASS OR 97527.6133
Location of operations same
Oescriplion of operations Training, Technical Support, and Advisory Services
The policies listed below have been ISSl,Isd to the policyholder for the policy periods shown The insurance described in these policies (s
subject to all the terms, e)l:dusions, and conditions of those policies, The limits of liability st own may have been reduced by any paId claims,
Policy Period Limits of liability
Policv Number ~pe of Insurance EffectivQ Date ! Expiration Date (at beginning of policy period)
97-BJ-A179-3 Comprehensive 07-28-2010 , 07-28-2011 BODiLY iNjURY AN'D
,
97,BJ,A179,3 __~~,~~~~~.~.~!~~!II~,u ".. ..._ 07-28-2010 l 07-28-2011 PROPERTY DAMAGE
______.d_...._...."".A...-"-n .__n.._____udnU...._. ~~n...._____..____.u~..
Thi~ insurance Includes: R Products - Completed Operations Each Occurrence
~ Contractual Liability $ 1,000,000.00
X Personal Injury General Aggregate
~ Advertising Injury , $ 2,000,000.00
i- Produ~t - Completed $ 2,000,000.00
c.. Operations Aggregate
Policy Period BODILY INJURY AND PROPERTY DAMAGE
~=.y Number EXCESS LIABILITY Effective Oat. I Ex'pfratlon Dale (Combined Single Limit)
o umbroUa , ,.
i Each Occurrence $
o Other i i:9.gregate $
Policy Period .-
Efl.clive Date i Exolration Oat. Part 1- Workers Compensation. Statutory
WorkGrsl Compensation 1 Part II - Employers Liability
and Employers Liability I Each Accid~nt $
Disease - E.ch Employee $
Disease.. Policy Limit $
-~~_. POlicy Period Limits of Liability
Policy Number Typo of Insurance Effective Data l expiration Date (at beginning of policy poriod)
97 ,BJ,A 179--3 Business Property 07-28-2010 , 07-28-2011 1000
i -'
!'
--
THE CERTIFICATE OF INSURANCE IS NOT A CONTRACT OF INSURANCE AND NElrHER AFFIRMATIVELY NOR NEGATIVELY
AMENDS, EXTENDS OR ALTERS THE COVERAGE APPROVED BY ANY POLICY DEi SCRIBED HEREIN.
Name and Address of Certification Holder
Additional Insured:
If, ny of the des~rtbed policies Bre canceled before
thllr explrBtlon date, State Farm" will try to mali a
wrllten notice to the certificate hord~r 30 days
bel 'ore cancellation. If we fail to mail such notice, no
obligation or liability will be imposed on State Farm or
its j;lgents or representatlv~s.
/Jdr.1. ..,
~ t~rc of Au orized R:epressntEltive
AQ!mt
T1tlQ
Shrine Cunningham
^gd" N~mc
Tel~phone Number (541) 772-3040
12,08,20i\P
Date .-
The City of Ashland
20 E. Main SI.
Ashland, OR 97520
1()(l1~(l .
~~4f;;f~g~
lAg.. (', Cod. Sl<\mp
^9CIICodo 37-2111
AFO Code F4n
106399.'0 OlI-25-l009
~tI'_I.lnf) (::.-<?/""-i
~,.
._~
CITY OF
ASHLAND
20 E MAIN ST.
ASHLAND, OR 97520
(541) 488,5300
OITY RECORDER
Page 1/1
11/4/2010
'''''.''p.O:NuMBER:"
09882
'. .I"DATE ..:,,"..~ :.,;
-
VENDOR: 015077
PHENIX CONSULTING & EDUCATION
1985 KELLY WAY
GRANTS PASS, OR 97527
SHIP TO: Ashland Fire Department
(541) 482,2770
455 SISKIYOU BLVD
ASHLAND, OR 97520
FOB Point:
Terms: Net
Req. Del. Date:
Speciallnst:
Req. No.:
. Dept.:
Contact: John Karns
Confinning? No
" Quanlii\!';',: :';'Unit -:;<1'" ,.,,'" ':'1,":':::, :', '.;,;"', , Desc:rlb'tioh .,:'" . ,': ,"'.' ',": i:'V':~,:;',,' "'..Uriit 'Pri6~'" '. ~';.Eit:Rii~'e"',,-'
NIMS training and exercises for ICS 6,000.00
General and Command Staff and other key
personnel. Oversight for Emergency /
Management Group, Includes various
books and course materials.
Contract for Personal Services
Beginning date: October 1, 2010
Completion date: December 31, 2011
Insurance certificates required/On file
.
Note: Encumbering $6,000 for current
fiscal year. Contract not to exceed
$15,000
BiLL TO: Account Payable
20 EAST MAIN ST
,541-552-2028
ASHLAND, OR 97520
SUBTOTAL
TAX
FREIGHT
TOTAL
6 000,00
0,00
0.00
6,000.00
~:',; ?.A:ccoum:N'UiiiDe~~~;1t:. ~~:;l ,phijecfNiirribe'r :rf <. r;~?:!j':'Amo'unf;iC.l' " 'Ac'colirifN'umber" " , I,.';:" p'rojecrN_urnbet:~:;,;' :'; t::;Ti',::i~.rIOunt~~'.
',"
E 1 10.07.12.00.61 060 6 000.00
~ . t' /7:s;
.#;(;4..
L Wo
Autfiorized Signature
VENDOR COPY
I F?~~#3 I
A request for a Purchase Order
REQUISITION
CITY OF
ASHLAND
Date of request:
Required date for delivery:
~
Vendor Name
Address, City, State, Zip
Contact Name & Telephone Number
Fax Number
Phenix Consulting and Education
1985 Kelly Way
Grants Pass, OR 97527
::>41-{)::>~H)U/O
SOLICITATION PROCESS
o Exempt from Competitive BiddinQ o Ememenev
Reason for exemption: o Invitation to Bid (Copies on file) o Written findings attached
Date approved by Council: o Quote or Proposal attached
o Small Procurement Coooerative Procurement
Less than $5.000 o Reouest for Proposal (Copies on file) o State of Oregon
Note: Total contract amount, including any Date approved by Council: Contract #
amendments may not exceeo $6,000 o State of Washington
Intermediate Procurement 0 Sole Source Contract #
6000S & SERVICES 0 Written findings attached o Other government agency contract
$5.000 to $100,000 0 Quote or Proposal attached Agency
o (3) Written quotes attached Contract #
PERSONAL SERVICES 0 SDecial Procurement 0 intergovemmental Agreement
$5.000 to $75.000 0 Written findings attached Agency
1:8:1 Less than $35,000, by direct appointment o Quote or Proposal attached Contract #
o (3) Written proposals attached Date aooroved bv Council: Date approved by Council:
Description of SERVICES
Total Cost
NIMS training and exercises for ICS General and Command Staff and other key personnel.
Oversight for Emergency Management Group .."
Item # Quantity Unit Description of MATERIALS
> . -.-
$6,OOO:OQ f~fF.Y ?Q11
.....,_.v....o.,."-.._;_......"_,. .'L"".'-V'-~"" ..
Misc. Books and Course Materials
.. " .. 'TOTAI:'COST ,
~ Per attached QUOTE and FEE schedule ',~~;~~R~np'?"'?.',.
:....,.".<.....-,:.:-,
'. .
.........-<..,.".-.'--,......, ....,'....,-.
Unit Price
Total Cost
Project Number ______ - """
Account Number ,,110- 07 -12 - 00 - 610600 Account Number
. .. . .
--- -- -- -- ------
Account Number ___ - __ - __ - __ - ______ Account Number ___ - __ - __ - __' ______
'Expenditure must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accurately. Attach extra pages if needed.
By signing this requisition form, I ceriify that the information provided above meets the City's public contrecting requirements, and the documentation can be provided
upon requast.
Employee Signature:
Department Head Signature: ~ (....~
Additional signatures (if applicable):
Funds appropriated for current fiscal year: t!!!Z NO
~.;;t.... ~r
Finance Director
'~I-o
Date
Comments:
G: Finance\Procedure\AP\Forms\Form #3 . Requisition_1.doc
Updalll<l on: 11/212010