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HomeMy WebLinkAbout2017-035 Agrmt - Brown & Brown Northwest CONSULTANT SERVICES AGREEMENT THIS CONSULTANT SERVICES AGREEMENT (this "Agreement"), effective March 1, 2017 (the "Effective Date"), is made by and between CITY OF ASHLAND ("City"), and the Medford office of BROWN & BROWN OF OREGON, LLC, D/BA/ BROWN & BROWN NORTHWEST ("Consultant"). Background City wishes to retain Consultant to perform certain specified advisory services as described in this Agreement. Consultant wishes to perform such services according to the terms and conditions in this Agreement for the compensation set forth in this Agreement. The parties agree as follows: 1. Term. The term of this Agreement shall request of Consultant. City further agrees to provide commence on the Effective Date and continue for a Consultant with notice of any material changes in period of one (1) year, unless sooner terminated as City's business operations, risk exposures or in any herein provided. other material information provided under this Agreement. In addition, City shall carefully read each 2. Relationship of Parties. Consultant is an insurance policy issued to City in order to confirm the independent contractor and nothing in this Agreement accuracy of the facts reflected therein and that the is intended nor shall be construed to create an policy(ies) contain(s) the terms and coverages employer/employee relationship, a joint venture desired. City is responsible for recommending any relationship or partnership relationship. In changes to insurance policies issued to City. consideration of the compensation paid to the Consultant by the City, Consultant will provide 5. Compensation. In consideration of the services to the City as an insurance consultant. City Services, City shall compensate Consultant as set acknowledges that Consultant, or its parent company, forth in Schedule B (the "Consultant Services Fee"). Brown & Brown, Inc. ("Parent"), and related or With regard to the Consultant Services Fee, City and affiliated companies (collectively with Parent, "B&B Consultant acknowledge and agree as follows: Affiliates"), may provide services as an insurance agent on behalf of certain insurance carriers or risk- (a) Compensation for the Services bearing entities. City expressly consents to such specified under this Agreement is exclusive of all relationship, if applicable, in the rendition of services federal, state and local sales, use, excise, receipts, by Consultant under this Agreement. gross income and other similar taxes and governmental charges and fees. Any such taxes, 3. Consultant Services. Consultant, subject charges or fees for the Services under this to the terms of this Agreement, shall provide certain Agreement, now imposed or hereafter imposed during services set forth in the attached Schedule A (the the term of this Agreement, shall be in addition to the "Services"). Nothing in this Agreement shall be compensation, premiums and charges set forth in this construed to impose any obligations on Agreement and shall be paid by City upon request. Consultant, or limitations on Consultant's compensation, relative to services other than as (b) City acknowledges and agrees that specifically delineated above. the Consultant Services Fee is reasonable in relation to the Services to be provided by Consultant 4. City Responsibilities. In consideration of hereunder. the Services provided by Consultant, City agrees as follows: 6. Confidentiality. To the extent consistent with performances of Consultant's duties under this (a) City shall cooperate fully with Agreement, Consultant and City agree to hold in Consultant and the insurance companies with whom confidence Confidential Information (defined below). Consultant solicits in the performance of Consultant's City acknowledges, however, that Consultant will obligations under this Agreement. disclose Confidential Information as reasonably required in the ordinary course of performing the (b) City shall timely produce complete Services to insurance companies and other insurance and accurate information including, but not limited to, intermediaries. "Confidential Information" means all current financial information, statements of values, nonpublic information and all documents and other loss information and any other information, necessary tangible items (whether recorded information, on for the effectuation of insurance coverage at the paper, in computer readable format or otherwise) Page 1 of 6 City of Ashland Brown & Brown of Oregon, LLC d/b/a Brown & Brown Northwest Consultant Services Agreement effective March 1, 2017 relating to the disclosing party's business (including Consultant's material failure to properly perform its without limitation business plans, manner of doing duties and responsibilities hereunder because of business, business results or prospects), proposals, Consultant's gross neglect, proven dishonesty, or recommendations, marketing plans, reports, any of commission of a felony. which (i) at the time in question is either protectable as a trade secret or is otherwise of a confidential nature (and is known or should reasonably be known (c) Notwithstanding the provisions in by receiving party as being of a confidential nature) sub-paragraph (a) above, Consultant may terminate and (ii) has been made known to or is otherwise this Agreement upon the happening of any one of the learned by receiving party as a result of the following causes: (i) City's failure to pay any relationship under this Agreement. Confidential Consultant Services Fee more than five (5) days after Information should be protected with the same such payment is due; (ii) City's participation in any reasonable care as each party protects its own fraud; or (iii) City's material failure to properly perform Confidential Information. its duties and responsibilities hereunder because of City's gross neglect, proven dishonesty, or Confidential Information will not include any commission of a felony. information, documents or tangible items which (i) are a matter of general public knowledge or which subsequently becomes publicly available (except to Termination for any cause enumerated in sub- the extent such public availability is the result of a paragraphs (b) or (c) shall become effective upon the breach of this Agreement), (ii) were previously in delivery of written notice of termination to the possession of receiving party as evidenced by breaching party or at such later time as may be receiving party's existing written records, or (iii) are specified in the written notice. hereafter received by receiving party on a non- confidential basis from another source who is not, to (d) Termination of this Agreement shall receiving party's knowledge, bound by confidential or not release City from any accrued obligation to pay fiduciary obligations to disclosing party or otherwise any sum to Consultant (whether then or thereafter prohibited from transmitting the same to receiving payable) or operate to discharge any liability incurred party. In the event that Consultant or City become prior to the termination date. legally compelled to disclose any of the Confidential Information, they shall provide the other party with g Notices. Any notices required or permitted prompt notice so that such party may seek a to be given under this Agreement shall be sufficient if protective order or other appropriate remedy and/or waive compliance with the provisions of this in writing by Certified Mail to: Agreement. In the event that such protective order or If to City: other remedy is not obtained, or that the other party waives compliance with the provisions of the City of Ashland Agreement, such party may disclose such information 20 E. Main Street as is necessary or advisable to comply with the legal Ashland, OR 97520 process. Attn: Bev Adams Email: bev.adams(c-)-ashland.or.us 7. Termination. If to Consultant: (a) Either party may terminate this Agreement, without cause and for any reason Brown & Brown Northwest whatsoever, by giving written notice of termination to 3256 Hillcrest Park Drive Medford, OR 97504 the other party at least ninety (90) days prior to the Attn: Mike Mastroni effective date of termination, which shall be specified Email: mmastroni(c-)bbnw.com in such written notice. (b) Notwithstanding the provisions in With a copy to: sub-paragraph (a) above, City may terminate this Agreement upon the happening of any one of the Brown & Brown, Inc. 220 S. Ridgewood Avenue following causes: (i) Suspension or termination of Daytona Beach, FL 32114 Consultant's insurance license in the State of Oregon Attn: General Counsel if not cured by Consultant within sixty (60) days Email: legaldept(a bbins.com following such suspension or termination; (ii) Consultant's participation in any fraud; or (iii) Page 2 of 6 City of Ashland Brown & Brown of Oregon, LLC d/b/a Brown & Brown Northwest Consultant Services Agreement effective March 1, 2017 or such other address as either shall give to the other 12. Assignment. Neither this Agreement nor in writing for this purpose. any of the rights, interests or obligations hereunder shall be assigned by any of the parties hereto 9. Severability. The invalidity or (whether by operation of law or otherwise) without the unenforceability of any provision of this Agreement prior written consent of the other party, which consent shall in no way affect the validity or enforceability of shall not be unreasonably withheld, conditioned or any other provision. delayed. This Agreement will be binding upon, inure to the benefit of, and be enforceable by the parties 10. Oregon Law Applies; Venue. This and their respective successors and permitted Agreement shall be governed by and construed and assigns. enforced in accordance with the laws of the State of Oregon, without regard to its conflicts of laws 13. Entire Agreement. This Agreement principles. Exclusive venue is agreed to be in a state (including the schedules, documents and instruments or federal court of competent jurisdiction in or for referred to herein or attached hereto) constitutes the Jackson County, Oregon. entire agreement and supersedes all prior agreements and understandings, both written and 11. Limitation of Liability; Waiver of Jury oral, between the parties with respect to the subject Trial. THE PARTIES WAIVE ANY RIGHT TO A matter hereof. This Agreement does not alter, void, TRIAL BY JURY IN THE EVENT OF LITIGATION terminate, or rescind any agreement that may be in ARISING OUT OF THIS AGREEMENT. IN NO effect between the City and the Consultant for EVENT WILL EITHER PARTY BE LIABLE TO THE insurance needs not identified in this Schedule A. The OTHER PARTY OR ANY OTHER PERSON FOR Agreement shall not be modified except by a written ANY CONSEQUENTIAL, INDIRECT, SPECIAL, OR agreement dated subsequent to the date of this INCIDENTAL DAMAGES, INCLUDING LOSS OF Agreement and signed on behalf of City and PROFITS, REVENUE, DATA OR USE, EVEN IF Consultant by their respective duly authorized SUCH PARTY HAS BEEN ADVISED OF THE representatives. POSSIBILITY OF SUCH POTENTIAL LOSS OR DAMAGE. [Remainder of page intentionally left blank - Signature page follows.] Page 3 of 6 City of Ashland Brown & Brown of Oregon, LLC d/b/a Brown & Brown Northwest Consultant Services Agreement effective March 1, 2017 i IN WITNESS WHEREOF, the parties have executed this Agreement as of the Effective Date. CITY: CONSULTANT: City of Ashland Brown & Brown of Oregon, LLC an Oregon municipality d/b/a Brown & Brown Northwest an 6'e- ity company By; j~4L4,~ ByName: ~ Na Title: d4i W- V,-kw- V 1 TROVE ORM Ashla ty Attomey oat ! 4 Page 4 of 6 City of Ashland Brown & Brown of Oregon, LLC d/b/a Brown & Brown Northwest Consultant Services Agreement effective March 1, 2017 SCHEDULE A CONSULTANT SERVICES Subject to the terms of this Consultant Services Agreement, Consultant shall provide the Services listed below, but only in relation to the following Lines of Insurance: (a) Boiler & Machinery; (b) Commercial / Auto Trucking/ Garage; (c) Commercial Property; (d) Crime; (e) Directors & Officers Liability; (f) Earthquake / DIC; (g) Employment Practices Liability; (h) General Liability; (i) Inland Marine; Q) Liquor Liability; (k) Professional Liability; (1) Umbrella/ Excess Liability. Services are as follows: Evaluate City's business practices with regard to risk and possible transfer of risk to third parties and conduct regular, scheduled meetings with City to review City's risk management program. Review and analyze City's existing insurance coverage and identify potential lines of coverage or coverage enhancements to improve City's insurance program. Coordinate loss prevention services provided by any insurance company with those services provided by Broker. Analyze past and current claim and loss history information and advise City of significant implications for City's insurance program. Claims and Risk Management Services: Claim Review -Workers' Compensation Claim Review - Property and Liability Employment Practices Consultative Services Safety Committees - Review and Training Fleet Management - Review and Training Elements Connection Provides safety tools as needed Agent Insurance Placement: Analyze current insurance market conditions and advise City of significant implications for City insurance program. Facilitate marketing and procure quotat6ions from carriers; review and analyze quotations and provide proposals for review by City. Secure and bind all coverage accepted by City, when applicable. Page 5of6 City of Ashland Brown & Brown of Oregon, LLC d/b/a Brown & Brown Northwest Consultant Services Agreement effective March 1, 2017 SCHEDULE B COMPENSATION Consultant Services Fee: In consideration of the Services, City shall compensate Consultant in the amount of NINETEEN THOUSAND DOLLARS AND 001100 ($19,000.00) (the "Consultant Services Fee"). The Consultant Services Fee shall be fully earned and payable on a monthly basis in the amount of ONE THOUSAND FIVE HUNDRED EIGHTY-THREE DOLLARS AND 331100 ($1,583.33). The first payment shall be fully earned and payable upon the City's execution and delivery of this Agreement and thereafter the first of every month during the term of this Agreement. Insurance Placements: In addition to the Consultant Services Fee above, the Consultant, as Agent for the City, may receive commission on insurance placement(s) from Insurance Company(ies) not related to this Agreement. Below are the current lines of insurance placement requested by the City: Excess Workers Compensation Surety Aviation Liability Flood Pollution Liability Accident Insurance Page 6 of 6 City of Ashland Brown & Brown of Oregon, LLC d/b/a Brown & Brown Northwest Consultant Services Agreement effective March 1, 2017 BROWN-3 OP ID: JW 01/06//2017 CERTIFICATE OF LIABILITY INSURANCE DATE F vos17 THIS CERTIFICATE IS ISSUED AS A MATTER' OF INFORMATION ONLY AND CONFERS NO,RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must 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 Brown & Brown of Florida, Inc. NAME: LAURIE KOHLER #17009 Daytona Beach Office PHONE No, Ext :386-239-7242 AI No : 386-323-9159 P.O. Box 2412 E-MAIL ADDRESS: ikohler bbda tona.com Daytona Beach, FL 32115-2412 M. Decker Youngman INSURERS AFFORDING COVERAGE NAIC # INSURER A: Travelers Pro & Cas of Amer 25674 INSURED BROWN & BROWN INC ETAL INSURER B :Continental Casual Co 20443 P O BOX 2412 INSURERC:Travelers Indemnity 25658 DAYTONA BEACH, FL 32115 INSURER D :XL Special Ins Inc. 37885 INSURER E: I INSURER F: I COVERAGES CERTIFICATE NUMBER: 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. INSP LTR TYPE OF INSURANCE ADDL SUB POLICY NUMBER MM DD/YYYY (MM/POLICY D/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,00 CLAIMS-MADE XI OCCUR X TC2JGLSA9527B87417 101101!2017 01/01/2018 DAMAGE RENTED PREMISES S (Ea occurrence $ 1,000,00 MED EXP (Any one person) $ 5,00 PERSONAL & ADV INJURY $ 1,000,00 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,00 POLICY PRO JECT 7 LOC PRODUCTS -COMP/OP AGG $ 2,000,00 OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ 1,000,00 A ANY AUTO TC2JCAP9527B86217 01/01/2017 01/01/2018 BODILY INJURY (Per person) $ ALL OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE X HIRED AUTOS X AUTOS Per accident $ $ X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 10,000,00 B EXCESS LIAB CLAIMS-MADE 6011849429 101/01/2017 0110112018 AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION X PER - H-AND EMPLOYERS' LIABILITY YIN STATUTE ER A ANY PROPRIETOR/PARTNER/EXECUTIVE TC2JUB9517B58017 01/01/2017 01/0112018 E.L. EACH ACCIDENT $ 1,000,00 OFFICER/MEMBER EXCLUDED? N/A C (Mandatory in NH) TRKUB9518B76117 01/01/2017 01/01/2018 E.L. DISEASE - EA EMPLOYEE $ 1,000,00 if yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,00 D INS AGENTS E&O ELU14796717 01/01/2017 01/01/2018 EACH LOSS 10,000,00 AGGREGATE 25,000,00 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) RE NAMED INSURED: BEECHER CARLSON INSURANCE SERVICES; INC.; ON POINT UNDERWRITING, INC.; BROWN & BROWN OF ARIZONA, INC.; BROWN & BROWN OF OREGON, INC. CERTIFICATE HOLDER IS ADDITIONAL ON THE GENERAL LIABILITY PER FORM CG D2 48 08 05. CERTIFICATE HOLDER CANCELLATION CITYASI SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN CITY OF ASHLAND ACCORDANCE WITH THE POLICY PROVISIONS. KARI OLSON 90 N MOUNTAIN AVENUE AUTHORIZED REPRESENTATIVE ASHLAND, OR 97520 ` ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD CITY OF ASHLAND Council Communication February 7, 2017, Business Meeting Authorization to extend liability insurance consulting services contract for a period of one year. FROM: Bev Adams, Interim Finance Director SUMMARY Staff is seeking Council approval to renew the City's contract for liability insurance consulting services for one year. BACKGROUND AND POLICY IMPLICATIONS: The City currently contracts with Brown & Brown of Oregon, LLC's, for liability insurance consulting services. A three year contract was originally approved in January 2009 through 2012, with each year following approved on an annual basis. It was the intention of the Finance department to seek "request for proposals" for a 3-year contract this fiscal year. However, with unexpected staff changes, the request for proposals did not occur and our contract with Brown & Brown will expire on February 28, 2017. Therefore we request Council approval for a one year extension, allowing the incoming staff an opportunity to complete the RFP process prior to February 2018. COUNCIL GOALS SUPPORTED: This action relates most to the Administrative and Governance Goal: Provide high quality, effective, and efficient city services and governance in an accessible, collaborative, and fiscally responsible manner. #39: Ensure on-going fiscal ability to provide desired and requires services at an acceptable level. FISCAL IMPLICATIONS: The cost is $19,000 for services provided from March 1, 2017 thru February 28, 2018. STAFF RECOMMENDATION AND REQUESTED ACTION: That Council, by motion, approve a one year extension of this contract. SUGGESTED MOTION: I move to authorize the City Administrator to extend the contract with Brown & Brown of Oregon, LLC, for insurance consulting services from March 1, 2017 thru February 28, 2018. ATTACHMENT: Consultant services agreement. Page 1 of 1 praIN11 CITY OF ASHLAND Memo DATE: January 20, 2017 TO: Dave Lohman, City Atty. FROM: Bev Adams, Interim City Finance Director DEPT: Finance RE: Contract renewal Dave, I have attached the contract renewal for Brown & Brown of Oregon, the City's liability insurance consultants. Before Lee left, he recommended that under the circumstances we renew this contract for another year until his replacement was able to prepare an RFP if the City chose to do that. I also agree that to renew with Brown & Brown is best at this time. I discussed this renewal with John Karns this morning, and he is agreeable to this contract renewal for another year in the amount of $19,000. I understand that we recently received Council approval for administrative authority to renew contracts less than $25,000, so am forwarding this for your review and approval. I also need your guidance on how to process this after your review if there is anything more required of me beyond issuing payment. Thank you for your assistance - much appreciated. :..4 q I _ ADMINISTRATIVE SERVICES DEPARTMENT Beverly Adams, Interim Director Tel: 541-488-5300 20 East Main Street Fax: 541-552-2059 Ashland, Oregon 97520 TTY: 800-735-2900 www.ashland.or.us Page 1 / E CITY OF ASHLAND :DATE ; PO NUMBER 20 E MAIN ST. 2/16/2016 13380 ASHLAND, OR 97520 (541) 488-5300 VENDOR: 018116 smp TO: Ashland Finance Deartment BROWN & BROWN NORTHWEST (541) 488-5300 PO BOX 29018 20 E MAIN STREET ` PORTLAND, OR 97296-9018 ASHLAND, OR 97520 FOB Point: Ashland, Oregon Req. No.: Terms: Net* Dept: Req. Del. Date: contact: Lee Tu neberg- Special lnst: Confirming? No {2uanti ::Unit DeSCrt tion ' :Unit Price:': ExL Price . Risk Management Consulting Services 18.500.00 Existing contract with Beecher Carlson j assigned to new owner Brown & Brown for one year extension. Consultant Services Agreement { Beginning date: March, 1, 2011 ( Completion date: (February 28, 2017 4 t F I A 4 18 00 BILL TO: Account Payable - ' \ 0.00 20 EAST MAIN ST "m,....,...'''~v 0.00 541-552-201 R 18.500.00. ASHLAND, OR 97520 ::Account Number :Amount--:-: E 720.03.00.00.60410 18 500.0 Autho d Signature' VE`• 1A f Sharlene Stephens From: Sharlene Stephens Sent: Friday, February 17, 2017 10:16 AM To: Sandy Orr Subject: RE: Fee contract ,7 that would be netter to do as you suggested. Thani<s. Sha-dzrze 9. stepiiaw., Sharlene P. Stephen Risk Management -=peciai Administrative Service: Citv of Ashland, 20 'East Main St., Ashland, OR 97520 541) 552-2090 - PHONE TTY 1. (800) 735-2900 '541) 552-2017 - lily tenhensPashland.or. us This email transmission is official business of the City of Ashland, and it is subject to Oregon Public Records Law foi disclosure and retention. If you have received this message in error, please contact me at (541) 552-2090. Thank vou. From: Sandy Orr [mailto:sorr@bbnw.com] Sent: Thursday, February 16, 2017 4:55 PM To: Sharlene Stephens Subject: Fee contract Hi Sharlene, Question for you - the monthly amount comes out to $1,583.33. Do you want it billed liked that, or I can do it with a first month of $1,587 followed by monthly payments of $1,583 (nice round numbers). What do you think? Thanks, Sandy Orr, CISR 6 3l'~ ; I ( l° ti t i T: 541.494.2687 C: 541.601.3358 3 F: 541.494.2787 ~ =@bbn w_ cVin! e~ From: Sharlene Stephens f , Sent: Thursday, February 16, 2017 2:54 PM To: Sandy Orr <t ; > Subject: Contract 1 Purchase Order ,IVA& AL Fiscal Year 2017 Page: 1 of 1 a g N P ~ ~F.~EAR~ PAL r ~ ~1 r~ r fi~ ylln 1 ,,m t ? . r,~ r~l ;r B City of Ashland " y ut{Ijll , SfiL~li Yr I ATTN: Accounts Payable L 20 E. Main Purchase L Ashland, OR 97520 Order # 577 T Phone: 541/552-2010 O Email: payable@ashland.or.us V BROWN & BROWN NORTHWEST H C/O Finance E PO BOX 29018 1 20 East Main N P D PORTLAND, OR 97296-9018 Ashland, OR 97520 O Phone: 541/488-5300 R OT Fax: 541/552-2059 ~ , i ~ wnar.~t:i Vendor Phone, Numbe. s V endoruaN. mbe Re Bev Adams r it , ri ,iy r,r ANN: grr b~ yN ar; ~r1 ~..im a Qrderedll lVen o u , "alp s t. 02/23/2017 1144 FOB ASHLAND OR/NET30 Ci Accounts Pa able ti~ y L}.0r hll J r ~I Ik I m "7++!t my P>m '+i{J+„N' 1.117. (tern#, r.. ,I rr D,®sG 7QrrlP~y I UT `~tentled' Pr~~e Liability Insurance Services 1 Liability Insurance Consulting Services 1 $19,000.0000 $19,000.00 Approved by Council - 02/0772017 Consultant Services Agreement Term: One (1) year Project Account: GL SUMMARY 030022 - 604100 $19,000.00 7~e /-I;~ +u Date: c~'~ 11 :z uthori , signature n i $19,000.00 FORM #3 ~ -7-7 CITY OF ASHLAND REQUISITION Date of request: !-7 Required date for delivery: Vendor Name ~Ml-pl Address, City, State, Zip Contact Name & Telephone Number Fax Number SOURCING METHOD ❑ Exempt from Competitive Bidding ❑ Emergency ❑ Reason for exemption: ❑ Invitation to Bid (Copies on file) ❑ Form #13, Written findings and Authorization ❑ AMC 2.50 Date approved by Council: ❑ Written quote or proposal attached ❑ Written quote or proposal attached Attach co of council communication If council approval required, attach co of CC ❑ Small Procurement Cooperative Procurement Less than $5,000 ❑ Request for Proposal (Copies on file) ❑ State of Oregon Date approved by Council: ❑ Direct Award -(Attach copy of council communication) Contract # ❑ Verbal/Written quote(s) or proposal(s) ❑ State of Washington Intermediate Procurement ❑ Sole Source Contract # GOODS & SERVICES ❑ Applicable Form (#5,6, 7 or 8) ❑ Other government agency contract $5,000 to $100,000 ❑ Written quote or proposal attached Agency ❑ (3) Written quotes and solicitation attached ❑ Form #4, Personal Services $5K to $75K Contract # PERSONAL SERVICES El Special Procurement Intergovernmental Agreement $5,000 to $75,000 ❑ Form #9, Request for Approval ❑ Agency ❑ Less than $35,000, by direct appointment ❑ Written quote or proposal attached Date original contract approved by Council: ❑ (3) Written proposa(s/written solicitation Date approved by Council: (Date) ❑ Form #4, Personal Services $5K to $75K Valid until; Date - (Attach copy of council communication) Description of SERVICES Total Cost Item # Quanti Unit Description of MATERIALS Unit Price Total Cost TOTAL COST ❑ Per attached quotelproposal Project Number______-___ Account Number lLS Co lJ~~p~L11Jlr~ 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 certify that the City's public contracting requirements have been satisfied. Employee: Department Head. U~~ (Equal to or greater than $5,000) Department Manager/Supervisor: City Administrator: (Equal to or greater than $25,000) Funds appropriated for current fiscal year YES / NO c.>1/e/7 Finance ~~rec or- (Equal to or greater than $5,000) Date Comments: Form #3 - Requisition