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2021-202 PO 20210258- Hansford Economic Consulting
s CITY Purchase Order Fiscal Year 2021 Page: 1 of: 1 It ETOTTt i(_-,_ 14 B City of Ashland ATTN:Accounts Payable Purchase • 20 E. Main Order# 20210258 Ashland, OR 97520 T Phone: 541/552-2010 O Email: payable@ashland.or.us ✓ H CIO Public Works Department E HANSFORD ECONOMIC CONSULTING I 51 Winburn Way N PO BOX 10384 P Ashland,OR 97520 L' TRUCKEE, CA 96162 Phone:541/488-5347 RI Fax:541/488-6006 , - :Tf L isT 1 1.1 d! f }cl-1 �l,la El I ,.fslss I Ir __rn=l-_16 rF tl b 4 f ---- (530)412-3676 • ,Scott Fleury _}_ll=F17t le=l _ lul�lllJ -_—j1 �.=1 ($Ia(,_ —`�€ T ll'1�2 1 1=L I L♦_. - —a�, :ci:fl�''S L — - 02/01/2021 1254 FOB ASHLAND OR/NET30 City Accounts Payable lye:€I �� =_ T i=t is1 1 tS1i n( 3'F �Fyj jlfl., �oiCl�Hr tom{i- Y.��� g Tek_ �3t"�_k Utility Rate'Forecast , 1 2021 Utility Rates Forecast and Wholesale Water Pricing Project 1.0 $27,750.00 $27,750.00 Personal Services Agreement($25,000.00 or more) Completion date: August 31,2021 Project Account: Project Account: ***************GL SUMMARY*************** 081800-60.4100 $13,875.00 086000-604100 $13,875.00 - . • I . By: Date: • • Authorized Signature ef,:e.linl - 27 750.00 • FORM#3 ,P a• - e ,- �� CITY OF A request.tor a t'tlrch�w l Ordor ASHLAND t':EQ1USIITH®I Dale of request: - 0112512021 Vendor Name Hansford Economic Consulting ' Address,City,State,Zip PO Box 10384 Truckee,CA 96162 Contact Name Catherine Hansford l Telephone Number 530.412-3676 Email address catherinene,hansfordecon.com SOURCING METHOD ❑ Exempt from Competitive Biddint 0 Invitation to Blot ❑ gmergencv lReason for exemption: Data approved by Council: 0 Form 1113,Written findings and Authorization • AMC 2.50 (Attach copy of council communication) 0 Written quote or proposal attached ❑ Written quote or proposal attached _(If council approval required,attach copy of CC) ❑ Small Procurement 0 Request for Proposal Cooperative Procurement Not exceeding$5,000 Date approved by Council: 0 State of Oregon ❑ Direct Award (Atlach.copy of council communication) Contract 11 ❑ VorbaWtrillon quote(s)or proposal(s) ❑ Request for Qualifications(Public Works) 0 Stale of Washington Intermediate Procurement Dale approved by Council: ContractV GOODS&SERVICES (Attach copy of council communication) ❑ Other government agency contract Greater than$5,000 and lass than$100,000Solo Sourco Agency • El (3)Written quotes and solicilatiomattached B Applicable Form(115,6,7 or 0) Contract ll PERSONAL SERVICES ❑Written quote or proposal attached Form Intergovernmental Agreement Greater than$5,000 and less than$75.000 ❑ Form 114, Personal Services>$51(&475K Agency ❑■ Direct appointment not to exceed$35,000 ID Annual cost to City does not exceed$25,000. 0 Special Procurement 0(3)Written proposalslwritien solicitation Agreement approved by Legal and approved/signed by ❑ Form 119,Request for Approval ❑i Form 114,Personal Services>$51(&476K City Administrator.AMC 2.60.070(4) El Written quote of proposal attached Annual cost to CityII Date approved by Council: 0 exceeds$25,000,Council Valid until: (Dale) approval required.(Attach copy of council communication) Description of SERVICES Total Cost • • 2021 Utility Rates Forecast and Wholesale Water Pricing Project. •$27,750.00 Item 11 Quantity Unit Description of MATERIALS ' Unit Price Total Cost i I ® Per attached quotelproposal • TOTALCOST . Expenditure must bo charged to Om appropriate account numbers forum gnancrals to railed the actual expenditures accurately. Project Number _ — _ Account Number 081800 . 604100 $ 13,875:00 -- . Project Number •_ _ _ Account Ntunber 086000 , 604100 $ 13,875'.00 Project Number __ — ' Account Number - - $_, ITDirector in collaboration with department to approve all hardware and software purchases: By signing Ns requisition lbrat,I certify 11181 (he vilys public contracting requirements have been satisfied. iT Director Date Support-Yes/No Employee:t,9(A nl A) J Ale-U/ )4 ' Department Head: +i��.. I its' 202. Ada`it (Egi oton reetenta 5,010) Department Manager/Supervisor: City Administrator: "F .M,�.Ad .a, • / (F two ©1 61.111ill't$25,000) ��- a Lc D%Ml1D1 „smauxoa Funds appropriated for current fiscal year: �Y ,S.1-N6 /� �� - _ 0 F' once►irector-(Equartoore alert 'n$5,000) Date Comnrenls: Form 113-Requlsllion i • PERSONAL SERVICES AGREEMENT ($25,000.00 or more) CONSULTANT: Hansford Economic Consulting CITY OF ASHLAND CONSULTANT'S CONTACT: Catherine Hansford 20 East Main Street ADDRESS: PO Box 10384 Ashland,Oregon 97520 Truckee, California 96162 Telephone: 541-488-5587 Fax: 541-488-6006 TELEPHONE: 530-412-3676 EMAIL: catherine@hansfordecon.com This Personal Services Agreement(hereinafter"Agreement") is entered into by and between the City of Ashland, an Oregon:municipal corporation(hereinafter"City") and Hansford Economic Consulting, a sole proprietorship, ("hereinafter"Consultant"),for the City's 2021 Utility Rates Forecast and Wholesale Water Pricing Project NOW THEREFORE,in consideration of the mutual covenants contained herein,the City and Consultant hereby agree as follows: 1. Effective Date and Duration: This Agreement shall become effective on the date of execution on behalf of the City, as set forth below(the"Effective Date"),and unless sooner terminated as specifically provided herein,shall terminate upon the City's affirmative acceptance of Consultant's Work as complete and Consultant's acceptance of the City's final payment therefore, but not later than August 31,2021. 2. Scope of Work: Consultant will provide professional services related to the City's 2021 Utility Rates Forecast and Wholesale Water Pricing Project as more fully set forth in Consultant's Proposal dated January 15,2021,which is attached hereto as"Exhibit A"and incorporated herein by this reference. Consultant's services are collectively referred to in this Agreement as the"Work." 3. Compensation: City shall pay Consultant for its Work at the hourly rates and costs as set forth on page 4 of"Exhibit A,"as full compensation for Provider's performance of all Work under this Agreement. In no event shall Consultant's total of all compensation and reimbursement under this Agreement exceed the sum of$27,750.00 (twenty-seven thousand seven hundred and fifty dollars)without the express,written approval from the City official whose signature appears below,or such official's successor in office. Payments shall be made within 30 days of the date of receipt by the City of Consultant's invoice. Should this Agreement be terminated prior to completion of all Work,payments will be made for any phase of the Work completed and accepted as of the date of termination. Page 1 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY,OF ASHLAND AND HANSFORD ECONOMIC CONSULTING • 4. Supporting Documents/Conflicting Provisions: This Agreement and any exhibits or other supporting documents shall be construed to be mutually complementary and supplementary wherever possible. In the event of a conflict which cannot be so resolved,the provisions of this Agreement itself shall control over any conflicting provisions in any of the exhibits or supporting documents. 5. All Costs Borne by Consultant: Consultant shall,at its own risk,perform the Work described above and,unless otherwise specified in this Agreement,furnish all labor, equipment,and materials required for the proper performance of such Work. 6. Qualified Work: Consultant has represented, and by entering into this Agreement now represents,that all personnel assigned to the Work to be performed under this Agreement are fully qualified to perform the services to which they will be assigned in a skilled manner and, if required to be registered, licensed, or-bonded by the State of Oregon,are so registered,licensed, or bonded. 7. Ownership of Work/Documents: All Work;Work product, or other documents produced in furtherance of this Agreement belong to the City, and any copyright,patent,trademark proprietary or any other protected intellectual property right shall vest in and is hereby assigned to the City. 8. Statutory Requirements: The following laws of the State of Oregon are hereby incorporated by reference into this Agreement: ORS 279B.220,279B.230 and 279B.235. 9. Living Wage Requirements: If the amount of this Agreement is$22,002.43 or more, Consultant is required to comply with Chapter 3.12 of the Ashland Municipal Code by paying a living wage, as defined in that chapter,to all employees performing Work under this Agreement and to any Subcontractor who performs 50%or more of the Work under this Agreement. Consultant is also required to post the notice attached hereto as"Exhibit B"predominantly in areas where it will be seen by all employees. 10. Indemnification: Consultant hereby agrees to defend,indemnify, save, and hold City,its officers, employees, and agents harmless from any and all losses,claims, actions, costs, expenses,judgments, or other damages resulting from injury to any person(including injury resulting in death), or damage(including loss or destruction)to property, of whatsoever nature arising out of or incident to the performance of this Agreement by Consultant(including but not limited to, Consultant's employees, agents, and others designated by Consultant to perform Work or services pursuant to this Agreement). However, Consultant shall not be held responsible for any losses, expenses, claims,costs,judgments, or other damages, caused solely by the gross negligence of City. 11. Termination: a. Mutual Consent. This Agreement maybe terminated at any time by the mutual consent of both parties. b. City's Convenience. This Agreement may be terminated by City at any time upon not less than thirty(30) days' prior written notice delivered by certified mail or in person. c. For Cause. City may terminate or modify this Agreement,in whole or in part, effective Page 2 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND HANSFORD ECONOMIC CONSULTING upon delivery of written notice to Consultant, or at such later date as may be established • by City under any of the following conditions: i. If City funding from federal, state,county or other sources is not obtained and continued at levels sufficient to allow for the purchase of the indicated quantity of services; ii. If federal or state regulations or guidelines are modified,,changed,or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this Agreement or are no longer eligible for the funding proposed for payments authorized by this Agreement;or iii. If any license or certificate required by law or regulation to be held by Consultant-to provide the services required by this Agreement is for any reason denied,revoked, suspended, or not renewed. d. For Default or Breach. i. Either City or Consultant may terminate this Agreement in the event of a breach of the Agreement by the other. Prior to such termination the party seeking termination shall give to the other party written notice of the breach and its intent to terminate. If the party committing the breach has not entirely cured the breach within fifteen(15) days of the date of the notice,or within such other period as the party giving the notice may authorize in writing,then the Agreement may be terminated at any time thereafter by a written notice of termination by the party giving notice. ii. Time is of the essence for Consultant's performance of each and every obligation and duty under this Agreement. City,by written notice to Consultant of default or breach, may at any time terminate the whole or any part of this Agreement if Consultant fails to provide the Work called for by this Agreement within the time specified herein or within any extension thereof. iii. The rights and remedies of City provided in this subsection(d) are not exclusive and are in addition to any other rights and remedies provided by law or under this Agreement. e. Obligation/Liability of Parties. Termination of this Agreement pursuant to subsections a, b,or c above shall be without prejudice to any obligations or liabilities of either party already accrued prior to such termination or modification. However,upon receiving a notice of termination(regardless whether such notice is given pursuant to Subsection a,b, c,or d of this section,Consultant shall immediately cease all activities under this Agreement,unless expressly directed otherwise by City in the notice of termination. Further,upon termination, Consultant shall deliver to City all documents, information, works-in-progress and other property that are or would be deliverables had the Agreement been completed. City shall pay Consultant for Work performed prior to the termination date if such Work was performed in accordance with this Agreement. • Page 3 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND HANSFORD ECONOMIC CONSULTING • 12. Independent Contractor Status: Consultant is an independent contractor and not an employee of the City for any purpose. Consultant shall have the complete responsibility for the performance of this Agreement. Consultant shall provide workers'compensation coverage as required in ORS Chapter 656 for all persons employed to perform Work pursuant to this Agreement. Consultant is a subject employer that will comply with ORS 656.017. 13. Assignment: Consultant shall not assign this Agreement or subcontract any portion of the Work without the written consent of City. Any attempted assignment or subcontract without written consent of City shall be void. Consultant shall be fully responsible for the acts or omissions of any assigns or subcontractors and of all persons employed by them, and the approval by City of any assignment or subcontract of the Work shall not create any contractual relation between the assignee or subcontractor and City. 14. Default. The Consultant shall be in default of this Agreement if Consultant: commits any material breach or default of any covenant,warranty, certification, or obligation under the Agreement; institutes an action for relief in bankruptcy or has instituted against it an action for insolvency;makes a general assignment for the benefit of creditors; or ceases doing business on a regular basis of the type identified in its obligations under the Agreement; or attempts to assign rights in, or delegate duties under,this Agreement. 15. Insurance. Consultant shall, at its own expense,maintain the following insurance: a. Worker's Compensation insurance in compliance with ORS 656.017,which requires subject employers to provide Oregon workers' compensation coverage for all their subject workers b. Professional Liability insurance with a combined single limit, or the equivalent, of not less than$2,000,000 (two million dollars)per occurrence. This is to cover any damages caused by error, omission or negligent acts related to the Work to be provided under this Agreement. c. General Liability insurance with a combined single limit, or the equivalent,of not less than $2,000,000 (two,million dollars)per occurrence for Bodily Injury, Death, and Property Damage. d. Automobile Liability insurance with a combined single limit, or the equivalent, of not less than$1,000,000.(one million dollars)for each accident for Bodily Injury and Property Damage,including coverage for owned,hired or non-owned vehicles,as applicable. e. Notice of cancellation or change. There shall be no cancellation,material change,reduction of limits or intent not to renew the insurance coverage(s)without thirty (30) days' prior written notice from the Consultant or its insurer(s)to the City. f. Additional Insured/Certificates of Insurance. Consultant shall name the City of Ashland, • Oregon, and its elected officials, officers and employees as Additional Insureds on any insurance policies, excluding Professional Liability and Workers' Compensation,required herein, but only with respect to Consultant's services to be provided under this Agreement. The consultant's insurance is primary and non-contributory. As evidence of the insurance coverages required by this Agreement,the Consultant shall furnish acceptable insurance certificates prior to commencing the Work under this Agreement. The certificate will specify all of the parties Page 4 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND HANSFORD ECONOMIC CONSULTING who are Additional Insureds. Insuring companies or entities are subject to the City's acceptance. If requested, complete copies of insurance policies;trust agreements,etc. shall be provided to the City. The Consultant shall be financially responsible for all pertinent deductibles,self-insured retentions, and/or self-insurance. 16. Nondiscrimination: 'Consultant agrees that no person shall,on the grounds of race, color, religion, creed, sex,marital status;familial status or domestic partnership,national origin,age, mental or physical disability, sexual orientation,gender identity or source of income, suffer discrimination in the performance of any Work under this Agreement when employed by Consultant. Consultant agrees to comply with all applicable requirements of federal and state civil rights and rehabilitation statutes,rules and regulations. Further, Consultant agrees not to discriminate against a disadvantaged business enterprise,minority-owned business,woman owned business, a business that a service-disabled veteran owns or an emerging small business enterprise certified under ORS 200.055,in awarding subcontracts as required by ORS 279A.110. 17. Consultant's Compliance With Tax Laws: 17.1 Consultant represents and warrants to the City that: 17.1.1 Consultant shall,throughout the term of this Agreement,including any extensions hereof, comply with: (i)All tax laws of the State of Oregon,including but not limited to ORS 305.620 and ORS Chapters 316, 317, and 318; .(ii) Any,tax provisions imposed by a political subdivision of the State of Oregon applicable to Consultant;and (iii) Any rules,regulations,charter provisions,or ordinances that implement or enforce any of the foregoing tax laws or provisions. 17.1.2 Consultant,for a period of no fewer than six(6)calendar years preceding the Effective Date of this Agreement,has faithfully complied with: (i) All tax laws of the State of Oregon, including but not limited to ORS 305.620 and ORS Chapters 316,317, and 318; (ii) Any tax provisions imposed by a political subdivision of the State of Oregon applicable to Consultant; and (iii) Any rules,regulations,charter provisions, or ordinances that implement or enforce any of the foregoing tax laws or provisions. 18. Notice. Whenever notice is required or permitted to be given under this Agreement,such notice shall be given in writing to the other party by personal delivery,by sending via a reputable commercial overnight courier,by mailing using registered or certified United States mail,return receipt requested,postage prepaid,or by electronically confirmed at the address or facsimile number set forth below: • Page 5 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND HANSFORD ECONOMIC CONSULTING • If to the City: Public Works Attn: Contract Administrator 20 East Main Street Ashland, Oregon 97520 With a copy to: City of Ashland—Legal Department 20 East Main Street Ashland,;Oregon 97520 If to Consultant: Hansford:Economic Consulting PO Box 10384 Truckee, California 96162 19. Governing Law. This Agreement shall be governed by the laws of the State of Oregon without regard to conflict of laws principles. Exclusive venue for litigation of any action arising under this Agreement shall be in the Circuit Court of the State of Oregon for Jackson County unless exclusive jurisdiction is in federal court,in which case exclusive venue shall be in the federal district court for the district of Oregon. Each party expressly waives any and all rights to maintain an action under this Agreement in any other venue, and expressly consents that,upon motion of the other party, any case may be dismissed or its venue transferred;as appropriate, so as to effectuate this choice of venue. 20. Amendments. This Agreement may be amended only by written instrument executed by both parties with the same formalities as this Agreement. 21. Nonappropriations Clause. Funds Available and Authorized: City has sufficient funds currently available and authorized for expenditure to finance the costs of this Agreement within the City's fiscal year budget. Consultant understands and agrees that City's payment of amounts under this Agreement 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 Agreement. In the event City has insufficient appropriations,limitations or other expenditure authority,.City may terminate this Agreement without penalty or liability to City, effective upon the delivery of written notice to Consultant,with no further liability to Consultant. 22. THIS AGREEMENT AND THE ATTACHED EXHIBITS CONSTITUTE THE ENTIRE UNDERSTANDING AND AGREEMENT BETWEEN THE PARTIES. NO WAIVER, Page 6 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND HANSFORD ECONOMIC CONSULTING • , • • CONSENT,MODIFICATION OR CHANGE OF TERMS OF THIS AGREEMENT SHALL , BIND EITHER PARTY UNLESS IN WRITING AND SIGNED BY BOTH PARTIES. SUCH ' WAIVER,CONSENT,MODIFICATION OR CHANGE,IF MADE,SHALL BE EFFECTIVE • ONLY IN THE SPECIFIC INSTANCE AND FOR TIIE SPECIFIC PURPOSE GIVEN. THERE ARE NO UNDERSTANDINGS,AGREEMENTS,OR REPRESENTATIONS,ORAL OR WRITTEN,NOT SPECIFIED IIEREIN REGARDING THIS AGREEMENT. CONSULTANT,BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE,HEREBY : ACKNOWLEDGES TIIAT HE/SHEIIAS READ TIIIS AGREEMENT,UNDERSTANDS IT, , AND AGREES TO BE BOUND BY ITS TERMS AND CONDITIONS. 23. Certification. Consultant agrees to and shall sign the certification attached hereto as"Exhibit • C"and incorporated herein by this reference. IN WITNESS WHEREOF the parties have caused this Agreement to be signed in their • respective names by their duly authorized representatives as of the dates set forth below. CITY OF ASHLAND: IIANSFORD ECONOMIC CONSULTING Adam DNrnAsmabynmtys Ashland,ou=Administration, (CONSULTANT): email=ada m.hanks@ashland.ocus By: Hanks D-�.a�,a,x,a.'���>�� By: 'e?,•G _Va Adam Hanks,Interim City Manager tgnatu • If : 01/27/21 (i4f7teltAiC Ibinks6e.b , Date Printed Name P�2tA1C IPA2—. Title 1 020 . o Oo2 1 Purchase Order No.• D02/ CG • • Date • (W-9 is to be submitted with this signed Agreement) j APPROVED AS TO FORM: . ,/,(71,4. - 4,4- Assistant City Attorney git'q/ Z/ °P Z/ ate I Page 7 of 7: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND HANSFORD ECONOMIC CONSULTING I I F-I A N. S F 0 R D PO Box 10384 Phone:530-412-3676 ECONOMIC CONSULTING Truckee, CA 96162 Email: catherine@hansfordecon.com January 15,2021 Mr.Scott A. Fleury, Deputy Public Works Director City of Ashland 20 East Main Street, Ashland,OR 97520 Subject: PROPOSAL—2021 Utility Rates Forecast and Wholesale Water Pricing to TAP Dear Mr. Fleury: Thank you for the opportunity to submit a proposal to provide the City of Ashland(City)with professional services to ensure the continued financial health of the City's utility enterprise funds. Hansford Economic Consulting(HEC)and its Principal,Catherine Hansford, bring more than 20 years of experience in municipal finance with specialization in the water industry. HEC's qualifications are provided in Attachment A.We work with City staff,engineers,bond counsel, planners,and legal professionals routinely to determine the best solutions to unique circumstances. This letter provides a proposed scope of services, budget and fee schedule for three items; (1) to update water and wastewater financial projections,incorporating the City's current capital improvement plans for both utilities, (2)to determine a wholesale price per gallon for water that Ashland could sell to Talent and Phoenix during the winter months,and (3)to craft a revised low-income assistance program for public works utility fees excluding electric. SCOPE OF SERVICES Task A:Water and Wastewater Rates Forecast. HEC will work with the City to determine the best financing plan for planned capital improvement costs for both utilities. Projections of revenue requirement(the amount that needs to be.raised through monthly rate collections)will be provided for the next ten years (or other timeline as requested by the City not to exceed ten years).The projected revenue requirement will be compared with current rate collections to determine the increases in rates necessary to fund continued operations as well as planned capital improvements, whether the improvements are cash-or debt-financed. Step 1.A financial review of each utility fund will be performed,from which revenues and. expenditures will be projected.The financial review will establish the historical and current financial health of each fund,generally describe components of annual revenues,and characterize expenses.Any projected major differences from current operations will be discussed with staff to make sure that relevant costs are captured (for example additional costs of higher-grade water treatment operators,if needed). Page 2 of 4 January 15,2021 Step 2.A cash flow projection for each fund will be presented to ensure sufficiency of funding for the next ten years,demonstrating adequate debt service coverage and reserve levels are met. Step 3. Rates are calculated to provide sufficient revenue to meet the revenue requirement projections through the time period. The scope of services includes time associated with analysis, production of deliverables, correspondence, in-person meetings,and tele/videoconferences. Deliverables:Draft tables showing methodology. Results will be presented in technical memorandums(one for water and one for wastewater)and PowerPoint. PowerPoint slides are helpful to concisely present key findings with graphs. Task B:Wholesale Water Pricing. Included in the Talent-Ashland-Phoenix(TAP)Water Master Plan,completed in 2020,are infrastructure improvements that will provide for Ashland to sell water to Talent and Phoenix. During the non-peak(winter)months,Ashland has sufficient water resources to move supply 'backwards'into the TAP system. Having a second source of water supply is beneficial to the two partner cities,and it may be possible to provide the resource at a lower cost than the Medford Water Commission does,while also generating a new source of revenue for Ashland during the non-peak water demand months.The intent would be to provide the water on a regular daily basis to supplement each city's own water supply;this supply is not intended to be an emergency water supply. Under this task, HEC will help Ashland establish a wholesale price per gallon for treated water supply during the non-peak months.The methodology includes determining Ashland's cost of treated water during the non-peak months,and adding charges for distribution of the water to the point of connection with TAP.The rate per gallon would also include an administrative fee to compensate Ashland for the additional time to manage the new wholesale customer. The wholesale rate will capture the incremental costs for Ashland to produce and distribute the water,as well as manage the arrangement with the TAP partner cities(including such costs as meter reading and monthly billing).The cost per gallon would be the same, regardless whether the recipient is Talent and/or Phoenix in any given month,as the cost to Ashland would be the same to the point of connection with the TAP water system. Deliverables:Memorandum providing the methodology and findings of the wholesale pricing analysis. PowerPoint slides will be prepared for presentation purposes. Task C:Low Income,Senior and Discount Assistance Program. The City currently has a bill relief program for low-income households in which a person is 65 years of age or disabled and 60 years of age.The program was adopted by resolution in 1992 and it has not been amended since then even though the program has been implemented in a manner not entirely consistent with the language of the resolution. Page 3 of 4 January 15,2021 Currently,the City has two programs that have been set up under the authority of Resolution 92-22. • The Low-Income Energy Assistance Program only applies to the electric portion of the City's utility bill. Under this program a household can receive a credit of 50%for low- income senior and disabled persons for up to six months,and to all other low-income households for up to three months,with a cap of$300 maximum credit. • The Senior and Disabled Year-Round Discount applies to all public works(water, wastewater,transportation and storm drain) utility fees and electric. Under this program a household can receive a 20%or 30%discount indefinitely; note however that if the qualifying person moves out of the residence,the discount is removed. Under this task HEC will review the current programswith public works and City utility billing staff,the impact of the program on the financial health of the enterprise funds,and will help the City craft a program that is appropriate for the public works utility fees separate from electric. Deliverables:Language that can be inserted into a new City resolution that separates the electric low-income energy assistance program from the senior and disabled year-round program and provides for any changes to the existing program. BUDGET AND FEE SCHEDULE The estimated budget is$27,750 for Tasks A, B and C.The estimated budget includes up to two in-person meetings in Ashland. HEC proposes that the budget for in-person meetings be available as contingency for Tasks A,B and C,should only one or no in-person meetings be needed. Table 1 on the next page shows the estimated budget by task.Attachment B provides HEC's fee schedule. Page 4 of 4 January 15,2021 Table 1 Estimated Budget HEC Task Description Hansford Clerical Total Hourly Billing Rates $165 $80 A Rates Forecast 76 18 $13,980 B Wholesale Water Pricing 28 8 $5,260 C Low-Income Assistance Program 16 6 $3,120 Subtotal Staff Hours and Costs 120 32 $19,240 In-Person Meetings[1] Staff Time 8 32 $3,880 Estimated Reimbursable Travel Costs $1,510 Subtotal In-Person Meetings Costs[2] $5,390 Proposed Budget Authorization $27,750 [1]Includes up to two in-person meetings. [2] May also be used as contingency for Tasks A,B and C. The schedule for work completion will be driven by the City's needs. We look forward to having the opportunity to discuss this proposal with the City in greater detail.All correspondence should be directed to myself,Catherine Hansford,at(530)412- 3676 or catherine@hansfordecon.com. Sincerely, ee-41,4 Catherine R. Hansford, Principal Enclosures: Attachment A: HEC Qualifications Attachment B:2021 Fee Schedule ATTACHMENT A HEC QUALIFICATIONS IHAN5FtiORD405110:IVILCZONSORINO,L{LSC i'eg o'nalkandigResourceE.Gonomics.. • _. HANSF0RDI ECONOMIC CONSULTING ; rnt:11pol I Utility Rate Studies• Municipal Finance•Water Resources Planning• Economic Analysis Catherine is a practitioner of financial,economic,and resource "Catherine is a rare sciences.As a professional for more than 20 years,Catherine has built combination of a reputation for creative problem solving,excellent speaking skills and powerful analytical written products.Catherine combines her powerful analytical skills skills with an with the invaluable ability to take complex topics,distill them into key extraordinary ability to components,and deliver relevant information in a clear and concise assess the big picture." manner.She is particularly sensitive to the public process required to Lori Williams,TMWA, address most municipal finance issues;her presentations are crafted Former General so that public finance decisions are understood,even if constituents Manager do not favor them. EXPERIENCE Catherine has worked in both the public and private sectors over the course of her career. In the public sector,Catherine;worked as a senior planner for the Truckee Meadows Water Authority (TMWA),performing management analyst functions such as cost-benefit analysis,managing interlocal agreements, performing rate and fee studies,and working with stakeholders.Catherine served as liaison/chair between TMWA and various customer groups.These included a Rate Making Review Committee and Landscape Subcommittee.Catherine served as the Chair of the Advisory Committee on Conservation for the Washoe County Regional Water.Planning Commission from 2003 through 2005. In the private sector,Catherine worked for Economic and Planning Systems(Sacramento office) helping clients with municipal bond sales,financing plans,special district formation,user fee studies,fiscal studies,and nexus fee studies.At ECO:LOGIC Engineering(now Stantec),Catherine specialized in water utilities public financing.Since 2005,Catherine has been the owner and principal of HEC,engaging in municipal planning and finance issues,primarily in the water industry. EDUCATION Master of Science,Agricultural Economics, University of Nevada, Reno Bachelor of Science,Rural and Environmental Economics, University of Newcastle-upon-Tyne, UK CAREER Hansford Economic Consulting . Principal , Truckee,CA ECO:LOGIC Engineering' Senior Economist Rocklin,CA Truckee Meadows Water Authority Senior Water Planner Reno, NV Economic and Planning Systems Senior Associate Sacramento,CA A-1 CATHERINE HANSFORD RESUME—PAGE 2 PRESENTATIONS 1. Funding Groundwater Management Programs,January 2021 Nevada Water Resources Association Annual Conference (Virtual) 2. Financial Planning: Understand the Planning Cycle,Short and Long-Term Financial Responsibilities,and Facilities Funding Options,May2019 3-Hour Videoconference class for the Nevada Rural Water Association 3. Options for Stormwater Rate Calculations,September 2018 Tri-State Seminar Conference 4. Stormwater Rate Calculation in Nevada,April2018 Nevada Water Environment Association Annual Conference 5. Western US Water Issues,March 2018 Women In Economics, University of Nevada Reno 6. Funding for Flood Facilities,September2017 Nevada Water Resources Association Fall Event 7. Successful Strategic Planning Starts with Understanding Your Financial Position and Engaging A Wide Range of Stakeholders,March 2014 Nevada Rural Water Association Conference 8. The Cost of Rectifying Over-Appropriation of Groundwater in Diamond Valley,February 2014 Nevada Water Resources Association Conference 9. Rate Setting Fundamentals: Math or Art?February 2013 Nevada Rural Water Association Conference 10. A Misunderstood Relationship: Economic Vitality and Environmental Improvement in the Tahoe Basin,May 2012 Tahoe Science Conference 11. What is a Reasonable Water Rate? February 2011 Nevada Water Resources Association Conference 12. Finding Funding for Energy Efficiency Projects,April2010 California Rural Water Association Conference 13. Projecting Population and Employment:A Platform for Projecting Water Purveyor Demands in an Urban Area,February 2003 Nevada Water Resources Association Conference 14. Water Conservation Recommendations from a Consumer Outreach Group, October 2002 AWWA Cal-Nev Section Conference A-2 About HEC Hansford Economic Consulting(HEC)provides planning, economic,and financial services for public and private clients in the Western United States.The company,founded in 2005, is owned and managed by Catherine Hansford,an applied economist with over 20 years of experience. HEC clients include regional agencies,counties and cities,special districts,non-profits, private entities, and homeowner associations.Our services include: ■ Water Utilities Resource and Financial Plans. • Fee Nexus Studies ■ Agency Governance, Mergers&Organization ■ Infrastructure Networks Analysis ■ Public Facilities and Services Financing Plans • Economic Development&Business Impact Analysis • Fiscal Impact Studies Our high-quality work products span a breadth of land and water resource related topics that touch our human communities and environments. HEC endorses progressive and adaptive planning, understanding that plans are useful only if they are comprehensive,relevant to the specific local conditions,and lead to implementation. HEC Services Water Utilities Resource and Financial Plans HEC helps municipalitieswith water utilities resource and financial plans, including:waterand wastewater demand analysis; income surveys;water and wastewater rate and fee studies;and assistance with state and federal low-interest loan and grant program applications. Examples of projects include: ✓ City of Talent—Water Rates and SDC Fees Analysis ✓ City of Phoenix—Water.Rates and SDC Fees Analysis ✓ City of Livingston-Water,Wastewater and Solid Waste Rate Studies ✓ Donner Summit Public Utility District and Sierra Lakes County Water District-State Revolving Fund Loan, USDA Financing,and CDBG Funding for$24 Million Upgrade ✓ California State Parks, Tahoe Regional Planning Agency and the US Army Corps of Engineers- Economic Analysis for Restoration of the Upper Truckee River Fee Nexus Studies HEC conducts studies which show the linkage between a new development and the need for affordable housing,transit, public facilities,or other community resources.The study demonstrates the legal nexus that-justifies the fees in support of;the resource.Examples-of projects include: ✓ City of Williams—AB1600 Nexus Study and City User.Fees Update ✓ City of Sacramento—Development Impact Fees Review, Best Practices A-3 ✓ City of Winters—Development Impact Fees Nexus Study ✓ City of West Sacramento—Affordable Housing In-Lieu Fee Analysis ✓ Placer County—East and West County Affordable Housing Fee Nexus Studies Agency Governance,Mergers,and Organization HEC has partnered with agencies to analyze organizational changes and strategies to better help the organization meet its goals and objectives.Structural,financial,functional,and strategic analyses are used,singularly or in combination,to provide key information to an organization's decision makers and stakeholders. Examples of projects include: ✓ Truckee Donner Recreation and Parks District—Strategic Plan ✓ Truckee Meadows Regional Planning Agency-Regional Governance Models Report ✓ City of Coos Bay and Charleston Sanitary District—Cost Allocation Modeling ✓ Spring Creek Homeowners Association—Governance Alternatives and Feasibility Analysis ✓ State of Nevada and Carson City—Operations and Cost Management of Marlette Water System Infrastructure Networks Analysis HEC provides comprehensive infrastructure networks analysis,including demand analysis, identification of areas with excess/constrained capacity, potential problems that arise from capacity issues,and examination of potential scenarios. Examples of projects include: ✓ Truckee Meadows Regional Planning Agency-Capacity Constraints in Regional Infrastructure Networks Report ✓ City of Sacramento-Benefit Cost Analysis for TIGER funding of the Sacramento Valley Station Improvements ✓ City of Fernley-Safe Routes to Schools Report ✓ City of Lincoln—Asset Valuation and Replacement Analysis Public Facilities and Services Financing Plans HEC develops financing strategies for public facilities and services and evaluates the feasibility of new real estate.Available financing options specific to an entity may include different types of bonds,or fees,or assessments.Our financing plans consider debt limits and other restrictions that influence financing strategies for infill and greenfield developments. Examples of projects include: ✓ Fresno County—Financing Plan for Friant Ranch Active Adult Community ✓ Placer County—Financing and Operations Funding Plan for Royal Gorge ✓ Placer County-Urban Services Plans for Placer Vineyards and Bickford Ranch ✓ City of Woodland—Spring Lake Real Estate Feasibility Analysis Economic Development and Business Impact Analysis HEC assists communities with development,redevelopment and revitalization issues.Thorough analysis of historical background and present conditions,with identification of potential opportunities driven by solid economic analysis and the input of local residents and businesses, helps community leaders take steps forward. A-4 Examples of projects include: ✓ Town of Truckee-Hilltop Development Commercial Use Economic Analysis ✓ Mono County-June Lake Economic Development and Job Creation Study ✓ San Joaquin County-Jobs Housing and Economic Competitiveness Study ✓ Sierra Nevada Memorial Hospital—Economic Impact of Hospital Operations to Nevada County ✓ RCD Engineering—Economic Analysis in Support of a General Plan Amendment Fiscal Impact Studies HEC provides projections of the local governmental costs and revenues generated by a new development or change in policy.Changes in tax revenues,demand for services,and infrastructure costs determine whether the estimated costs incurred are balanced with an increase in revenues. Examples of projects include: ✓ Fresno County—Friant Ranch Active Adult Community Fiscal Impact Study ✓ City of Woodland and Yolo County—New Commercial Development Fiscal Impact Analyses ✓ City of Lincoln—Fiscal Impact Analysis of General Plan Update EIR Alternatives ✓ Northstar Community Services District—Annexation Tax Sharing Agreement Analysis ✓ City of Live Oak—General Plan New Development Areas Financial Feasibility A-5 ATTACHMENT B HEC 2021 FEE SCHEDULE :HANSR RCAE@O,NOIVIIerec:NSUL`TIN&Mlle Reg o'naliandResouree'EsonomL s . HEC Fiscal Year 2020/21 Fee Schedule City of Ashland 2021 Utilities Rates Forecast and Wholesale Water Pricing to TAP HEC's fiscal year 2020/21 hourly rates are: $165 per hour for Catherine Hansford(Principal) $115 per hour for Technical Support(Associate) $80 per hour for Junior Analyst and Administrative Billing rates will be held for the first twelve months after contract signing, but are thereafter subject to adjustment. Direct expenses(vehicle mileage reimbursement,flights, hotels, meals, photocopying,and postage expenses for example)are charged with no markup and are included in monthly invoices. Mileage reimbursement is at the current Federal mileage reimbursement rate. Budgets are estimated and are on a not-to-exceed basis.Work is billed as completed, up to the authorized budget amount. Invoices are issued monthly and are due on receipt. B-1 • f • EXHIBIT B CITY OF ASHLAND, OREGON City of Ashland LIVING ALL employers described WAGE below must comply with City of Ashland laws regulating ea mentofa living wale. $15.74 per hour, effective June. 30, 2020:. The Living Wage is adjusted annually every /r, June 30 by the Consumer Price Index. Employees must be paid a portion of business of their 401K and IRS eligible living wage: employer, if the employer has cafeteria plans(including ten or more employees,and childcare)benefits to the has received financial amount of wages received by assistance for the project or the employee. > For all hours worked under a business from the City of service contract between their Ashland in excess of > Note: For temporary and employer and the City of $22,002.43. part-time employees,the Ashland if the contract Living Wage does not apply exceeds$22,002.43 or more. > If their employer is the City of to the first 1040 hours worked Ashland,including the Parks in any calendar year. For > For all hours worked in a and Recreation Department. more details, please see month if the employee spends Ashland Municipal Code 50%or more of the > In calculating the living wage, Section 3.12.020. employee's time in that month employers may add the value working on a project or of health care, retirement, For additional information: Call the Ashland City Manager's office at 541-488-6002 or write to the City Manager, City Hall,20 East Main Street,Ashland, OR 97520, or visit the'City's website at www.pshlarid.or.us. Notice to Employers: This notice must be posted predominantly in areas where it can be seen by all employees. CITY OF • ASHLAND. Page 1 of 1: Exhibit B EXHIBIT C CER'flFICATIONS/REPRESENTATIONS: Consultant,by and through its authorized representative,under penalty of perjury,certifies that(a)the number shown on the attached W-9 form is its correct taxpayer Ill(or is waiting for the number to be issued to it and(b) Consultant is not subject to backup withholding because: (i)it is exempt from backup withholding,or(ii)it has not been notified by the Internal Revenue Service(IRS)that it is subject to backup withholding as a result of a failure to report all interest or dividends,or(iii)the IRS has notified _ it that it is no longer subject to backup withholding. Consultant further represents and warrants to City that: (a)it has the power and authority to enter into this Agreement and perform the Work,(b)the Agreement,when executed and delivered,shall be a valid and binding obligation of Consultant enforceable in accordance with its terms,(c)the work under the Agreement shall be performed in accordance with the highest professional standards,and(d)Consultant is • qualified,professionally competent,and duly licensed(if applicable)to perform the Work. ' Consultant also certifies under penalty of peijury that its business is not in violation of any Oregon tax laws,it is an independent contractor as defined in the Agreement,it is authorized to • do business in the State of Oregon,and Consultant has checked four or more of the following • criteria that apply to its business. ,v/ (1)Consultant carries out the work or services at a location separate from a private residence or is in a specific portion of a private residence,set aside as the location of / the business. • 1/ (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. 17 (6)Consultant assumes financial responsibility for defective workmanship or for • service not provided as evidenced by the ownership of performance bonds, . warranties,errors and omission(professional liability).insurance or liability insurance relating to the Work or services to be provided. Consultant' 'gm re J � • 0�d(1d,2- ' Date . r, CERTIFICATION OF EXEMPTION FROM WORKERS' COMPENSATION INSURANCE REQUIREMENTS Contractor is exempt from the requirement to obtain workers compensation insurance pursuant to ORS Chapter 656 for the following reason. Contractor is to initial the appropriate box as follows: SOLE PROPRIETOR (Initials) • Contractor is a sole proprietor,and • Contractor has no employees,and • • Contractor will not hire employees or subcontractors to perform this contract. 7 CORPORATION—FOR PROFIT (Initials) • Contractor's business is incorporated;and • All employees of the corporation are officers and directors and have a substantial ownership interest* in the corporation,and • All work will be performed by the officers and directors;Contractor will not hire other,employees or subcontractors to perform this contract. CORPORATION-NONPROFIT (Initials) • Contractor's business is incorporated as a nonprofit corporation,and • Contractor has no employees;all work is performed by volunteers,and • Contractor will not hire employees or subcontractors to perform this contract. PARTNERSHIP (Initials) • Contractor is a partnership,and • Contractor has no employees,and • All work will be performed by the partners;Contractor will not hire employees or,subcontractors to perform this contract,and • Contractor is not engaged in work performed in direct connection with the construction,alteration,repair, improvement,moving or demolition of an improvement to real property or appurtenances thereto.** LIMITED LIABILITY COMPANY [nit' Is) • Contractor is a limited liability company,and ■ Contractor has no employees,and • All work will be performed by the members;Contractor will not hire employees or subcontractors to perform this contract,and ■ If Contractor has more than one member,Contractor is not engaged in work performed in direct connection with the construction,alteration,repair, improvement,moving or demolition of an improvement to real property or V`Y appurtenances thereto.** 1 2g / ( .v,Z 1 ( i atur Autho zed Signer) (Date) ��,c1ct (Authorized Signer's Title) *NOTE: Under OAR436-50-050 a shareholder has a"substantial ownership"interest if the shareholder owns 10%of the corporation,or if less than 10%is owned,the shareholder has ownership that is at least equal to or greater than the average percentage of ownership of all shareholders. • **NOTE: Under certain circumstances partnerships and limited liability companies can claim an exemption even when performing construction work. The requirements for this exemption are complicated. Consult with City Attorney's Office before an exemption request is accepted from a contractor who will perform construction work. AC ® DATE(MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 1/22/2021 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(les)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 • NAME: G.L.Anderson Ins SNS Inc PHONE FAX an affiliate of Professional Ins Assoc (NC.No.Extt:916-353-5130 INC.No):916-353-5135 193 Blue Ravine Rd,Suite. 210 ADDRess: certificates@glandersonins.com Folsom CA 95630 INSURER(S)AFFORDING COVERAGE NAIC N INSURER A:Hiscox'Insurance Company,Inc. 10200 INSURED HANSFOI INSURER B:Lloyds of London Hansford Economic Consulting LLC Catherine Hansford INSURER C: PO Box 10384 INSURERD: Truckee CA 96162 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER:950903144 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE.INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUER POLICY EFF POLICY EXP LIMITS LTR IVSD WVD POLICY NUMBER (MMIDDIYYYY) (MMIDDIYYYYI A X COMMERCIAL GENERAL LIABILITY Y Y UDC4319213B0P19 11/612020 11/33/2021 EACH OCCURRENCE $2,000,000 DAEED CLAIMS-MADE - OCCUR PREM SEGES EOa Occurrence) $100,000 _ MED EXP(Any one parson) S 5,000 PERSONAL&ADV INJURY _ $Included GENL AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 X1-7JECT POLICY PRO- LOC PRODUCTS-COMP/OP AGG $Included OTHER: • S A AUTOMOBILE LIABILITY Y Y UDC4319213B0P19 11/6/2020 11/612021 COMBINED SINGLE LIMIT S (Ea acciden0 UOD 000 ANY AUTO BODILYINJURY(Per person) :6 ALL OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOAUTOS X HIRED SAUTOS X NON-OWNED PROPER YI)DAMAGE(Per a S UMBRELLA LIAR _OCCUR EACH OCCURRENCE $ _ EXCESS LIAR CLAIMS-MADE AGGREGATE $ DED RETENTION$ . $ WORKERS COMPENSATION PER AND EMPLOYERS'LIABILITY -.. STATUTE H - ERY PROPRIETOR/PARTNER/EXECUTIVE Yn N 1A E.L EACH ACCIDENT S OFFICER/MEMBER EXCLUDED? (Mandatory In NH) E.L DISEASE-EA EMPLOYEE $ If yes,describe under - - - DESCRIPTION OF OPERATIONS below E.L DISEASE-POLICY LIMIT $ B Professional Liability 000000292096B 11/6/2020 - 11/612021 :2,000,000 Limit DESCRIPTION OF OPERATIONS!LOCATIONS I VEHICLES(ACORD 101,Additional Remarks Schedule,may he attached If more space Is required) The City of Ashland,Oregon,its elected officials,its officers,employees are included as Additional Insured's as their interests may appear. Insurance is primary and non-contributory and Waiver of Subrogation applies. *10 days notice of cancellation applies for non-payment of premium. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE. EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Ashland 20 East Main Street Ashland OR 97520 AUTHORIZED RE RESENTATIVE I I ®1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25(2014/01) The ACORD name and logo are registered marks of ACORD •ItA HI SCOX Hiscox Insurance Company Inc. Policy Number: UDC=4319213-B0P-20 Named Insured: Hansford Economic Consulting,LLC Endorsement Number: 14 Endorsement Effective: November 6,2020 THIS ENDORSEMENT.CHANGES THE POLICY. PLEASE READ IT CAREFULLY. MODIFIED WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies Insuranceprovided under the following: BUSINESSOWNERS COVERAGE FORM The following is added to Subparagraph 2. in Paragraph K. Transfer Of Rights Of Recovery Against Others To Us of Section III — COMMON POLICY CONDITIONS (APPLICABLE TO SECTION I — PROPERTY AND SECTION II LIABILITY): You may waive your rights against another party so long as you do so in writing prior to: (i) an offense arising out of your business that caused a"personal and advertising injury"; or (ii) an "occurrence" that caused"bodily injury"or"property damage". • BOP E5213 CW(03/10) Page 1 of 1 Includes copyrighted material of Insurance Services Office,Inc.,with Its permission. ete. HI SCOX Hiscox Insurance Company Inc. Policy Number: UDC-4319213-BOP-20 Named Insured: Hansford Economic Consulting, LLC Endorsement Number: 16 Endorsement Effective: November 6,2020 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED -LESSORS OF PREMISES, CLIENTS BUSINESSOWNERS COVERAGE FORM A. The following is added to Paragraph C.Who Is An Insured in Section II—Liability: 3. If you have agreed in a written contract or agreement to add them as an additional insured to a policy providing the type of coverage afforded by this insurance,the following persons or organizations are added to this policy as additional insureds: a. Any person or organization from whom you lease any premises,but only with respect to liability arising out the ownership, maintenance,or use of that part of the premises leased to you. However,this insurance does not apply to any structural alterations,new construction, or demolition operations performed by or on behalf of the additional insured. A person or organization's status as an additional insured under this subsection a. ends when you cease to be a tenant in the premises. b. Any person or organization for whom you are performing operations, but only with respect to liability arising out of: (1) Your acts or omissions or of those acting on your behalf;and (2) The performance'of your ongoing operations for the additional insured. A person or organization's status as an additional insured under this subsection b. ends when your operations for that additional insured are completed. BOP E5422 CW(02/15) Includes copyrighted material of Insurance Services Office,Inc.,with its Page 1 of 1 permission. s 1 Legal Department Review DOCUMENT TRANSMITTAL AND CONTROL This form will accompany the document through the drafting, review,and signature processes, and will be kept with the City's final executed copy of the document. Required fields are indicated in gray scale. Document: Hansford Economic Consulting PSA (Include names of to the document) i Type of Document: Contract W Lease ❑ Easement El Deed El IGA❑ Other(Specify) Dept Contact: Tani De Mille-Campos ACTION REQUESTED: Dept Public Works Phone:, Ext 2420 0 Review Draft. Date submitted to Legal: 1/21/21 El Approve final and forward to: Draft due by: ASAP (Unless indicated,Legal will return document to you) Return Requested by: Tami De Mille-Campos Complete this section ONLY the first time this form is filled out: Has this document been previously worked on by the Legal Dept Staff? ® No El Yes If yes,by whom? LEGAL DEPT First Date Received by Legal Date: /-Z/- 2/ By: ,eZ4 USE ONLY Returned to Dept. for Revision Date: By: Received for additional review by Legal Date: By: Returned to Dept. for Revision Date: - By: Received for additional review by Legal Date: By: Returned to Dept.for Revision Date: By: Received for Additional Review by Legal Date: By Returned to Dept for Revision Date: By: OO Final Logged out by Legal Date: /—Z/- Z1 By: XL/3 Comments from LEGAL to DEPARTMENT: Comments from DEPARTMENT to LEGAL: ❑ See Attached. l f1f'/ /2r os J s?//. 4071 /4(4_ / , ,/ yw �j _ /, Ae, -- 4/or Jam- 4 / s� /7/S-0 6c/ud�( l ,16T a/✓cam 4 . Return original executed document to at,-• Does this document need to be recorded? /// Recorder for safekeeping? ElNo IV No ❑ Yes CITY ADM ' • TOR/DEP• 'TMENT HEAD FINAL.LEGAL DEPARTMENT APPROVAL: ,411.j'�i ved by the Legal Dept. below: Please do not sign the attached document until this for bee AL: v /t Date: /-- Z✓-Z G:\legal\DEPARTMENTS\Contracting\FORMS\Legal Doc Transmittal-KLB.docx