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HomeMy WebLinkAbout2006-050 Contract - George Kramer 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: George Kramer M.S., HP CONTACT: George Kramer ADDRESS: 386 laurel St N Ashland, OR 97520 TELEPHONE: 541-482-9504 FAX: 541-482-9438 DATE AGREEMENT PREPARED: April 6, 2006 BEGINNING DATE: April 10, 2006 COMPLETION DATE: September 30,2006 COMPENSATION: $16,000 " SERVICES TO BE PROVIDED: Reco issance level Historic Resources Surve ADDITIONAL TERMS: None CITY AND CONSULTANT AGREE: 1. All Costs by Consultant: Consultant shall, at its own risk and expense, perform the personal services described above and, unless otherwise specified, furnish all labor, equipment and materials required for the proper performance of such service. 2. Qualified Work: Consultant has represented, and by entering into this contract now represents, that all 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 workerlike manner and, if required to be registered, licensed or bonded by the State of Oregon, are so registered, licensed and bonded. 3. 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. 4. Compensation: City shall pay Consultant for service performed, including costs and expenses, the sum specified above. Once work commencEiS, invoices shall be prepared and submitted by the tenth of the month for work completed in the prior month. Payments shall be made within 30 days of the date of the invoice. Should the contract be prematurely terminated, payments will be made for work completed and accepted to date of termination. 5. Ownership of Documents: All documents prepared by Consultant pursuant to this contract shall be the property of City. 6. Statutory Requirements: ORS 279C.505, 279C.515, 279C.520 and 279C.53O are made part of this contract. 7. Living Wage Requirements: If the amount of this contract is $15,964 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 slbcontractor who performs 50"10 or more of the service work under this contract. Consultant is also required to post the attached notice predominantly in areas where it will be seen by all employees. 8. Indemnification: Consultant agrees to defend, indemnify and save City, its officers, employees and agents harmless from any and all losses, claims, actions, costs, expenses, judgments, 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, solely, and proximately caused by the negligence of City. 9. Termination: This contract may be terminated by City by giving ten days written notice to Consultant and may be terminated by Consultant should City fail substantially to perform its obligations through no fault of Consultant. 10. 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 pUlrsuantto this contract. Consultant is a subject employer that will comply with ORS 656.017. 11. Assignment and Subcontr ts: 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 con nt 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 b them, and the a roval b of an assi nment or subcontract shall not create an contractual relation between the assi nee or subcontractor and Ci CONSULTANT Be" ignature \(~. int Name CITY OF ASHLAND: ~ ~1~!2D)RECTbR OR BY TITLE L~~<o..>L.~~\ Date: 4: I'. Zoo ~ DATE t 0 - 4:.?~' 2.<=> (!:> c,... FederallD# 5 (e.l- " \~ ~ 419 4- *Completed W9 form must be submitted with contract (For City purposes only) PURCHASE ORDER # ~~;:j \~~ V H ',' I H, CITY OF ASHLAND, OREGON RECONNAISSANCE LEVEL HISTORIC RESTOR.CES SURVEY (Quiet Village Area) A PRoPOSAL OF HISTORIC PRESERVATION SERVICES Presented By GEORGE KRAMER. M.S., HP HISTORIC PRE:SERV ATION CONSULTANT 386 North Laurel Ashland. Oregon 97520 (541) 4829504 (541) 482-9438 fax george@preserveoregon.com www.preserveoreion.com 22-February-2006 STATEMENT OF THE PROPOSED PROJECf The City of Ashland, Oregon is soliciting proposals for professional preservation !leI'Vices to survey historic resoOReS within an area of the City outside the existing National Register-listed districts. Envisioned as a pilot project in the ultimate survey of all such areas, this initial reconnaissance-level .survey will focus upon the part of Ashland generally known as "Quiet Village," located north of the downtown core, and generally bounded by the Skidmore~Academy District on the so~ Oak. Street on the east, and the city limits to the north and west.. Much of this area was added 10 the city as a part of c 1960s subdivision called "Quiet Village" but it also includes several linear corridors along Laurel, Helman and Oak streets that contain late-19th and early 20th century development, many of which relate to an earlier agricultural development period. . The intent of the present project is two-fold - to identify all potentially significant historic resources within this area, defmed as those 45-years of age or older, and then to develop standardized methodology for similar surveys projects in other areas of the town. In :Ilddition to baseline resource-by-resource documentation, recommendations will include analysis for a potential Multiple Property Submittal framework as well as the opportunity for ne:w historic district areas or, where appropriate, expansion of existing boundaries to encompass new identified resource concentrations. The project is funded with Certified Local Government grants and managed by the City with oversight by Staff, the Ashland Historic Commission and the Oregon State Historic Preservation Office. A. PROJECT BACKGROUND In the late 1970s Ashland identified a core area of the community, developed filur locally designated historic districts and created the Ashland Historic Commission, a mayorall-appointed advisory panel that would provide review for development and rehabilitation projc~ts within those areas. The Ashland Cultural Resource Inventory was completed in 1989 by KIlY Atwood and documented resources within the local districts. In 1997-1998 the City retainled George Kramer, the respondent, to re-survey the Ashland Railroad District for formal designation as a National Register Historic District and; over the ensuing years, all four local districts were intensively re-surveycd and subsequently listed on the National Register. During this period, some minor boundary adjustments modified or expanded the National Register Districts from the earlier local designations and pointed out the need for additional survey work beyond lthe existing boundaries. The last NR project, the Siskiyou-Hargadine Historic District, was completed in August 200 I. Now, the City is interested in continuing the identification and survey process to those areas outside the existing district boundaries so as to provide baseline information regairding other potentially significant resources within the city. The present project design is intended to serve as a model for the ultimate survey of the entire city and will provide some indication of resource concentrations that may logically be expected in other peripheral areas. City of Ashland, Reconnaissance Level Historic Resources Survey (Quiet Village Area) George Kramer Proposal, February 2006 B. PROJECT TEAM Except as subject to prior approval by the City, George Kramer, M.S. lIP., will personally perform all respondent tasks and will be responsible for all work and products rehlted to this project. Support staff may be retained input, photography and similar tasks but alll~valuations and report tasks will be personally undertaken by the respondent. c. APPROACH As per SHPO guidelines and the RFP, the project will identify all 45-year old or older resources within the project area and document them using standard SHPO survey formats augmented by photographic and survey-map graphics. Project methodology, subject to review and input from Staff and the Oregon SlIPO, is envisioned as follows: 1) Kick-off Meeting: A public meeting at a local school or community offices will announce the project to the public and provide a forum to address qUClstiOns and conceins. Staff/City will provide meeting logistics in terms of media and space, the respondent will run the meeting, including a presentation and Q&A. 2) Initial Identification: Using the "Year Built" field from Jackson County Assessors electronic data, all resources dated 1960 or earlier will be flagged for review. This date is specifically chosen in recognition that such data often relates to effective age rather than actual date of construction. Staff/City will provide the respondent with current Assessors data in electronic format (DBF or Access/MDB format) for all tax lots within the project area along with large-format "base map" showing streets, lot lines and tax lot numbers. 3) Fieldwork: All properties within the area will be reviewed and compared with Assessors Data. Digital photographs will be taken for each potentiallly historic resource. Respondent to provide all necessary materials. 4) Resource Forms: As required by RFP, each potentially historic resowrce will be documented using the updated SHPO form for reconnaissance-level survey work. The respondent is familiar with this MS-Access-based form and has experience in its initial development and revision to its current design. A second sheet will include photographic information, annotated Assessor's plat or vicinity map and incorporated into the SHPO format as appropriate pending discussion witll the State. Forms will be assembled both in electronic format (MS Access) as welll as printed versions. Respondent to provide all necessary materials. 5) Summ8Jy Documentation: As required by RFP, a narrative summmy report will be prepared documenting fmdings of this project, recommendations for .Ilppropriate continuation of the survey process in other areas of Ashland outside tile existing district boundaries and the potential for Multiple Property Submittal Imd district expansion. 6) Summ8Jy Graphics: In addition to individual resource documentation and narrative, the survey area will be documented graphically on base maps tbaJt show all potentially historic resources, non-historic resources and, if appropriate, previously- jdentified historic resources (NR-listed) and possible new or revised district Page 2 City of Ashland, Reconnaissance Level Historic Resources Survey (Quiet Village Area) George Kramer Proposal, February 2006 boundaries. City/Staff to provide base maps (as in #2, above). Respondent will coordinate with City GIS technicians.to maintain consistent format with other City District mapping process. 7) Submitta1/Presentation: Upon completion of the project forms, documentation and graphic materials, respondent will prepare a presentation for the Ashl811d Historic Commission, property owners and public as appropriate to present findings and recommendations. City/Staff to be RSponsible for media and logistics, either as a part of an otherwise scheduled public meeting or a special session as determined appropriate. D. EXPERIENCE: As per the attached resume, George has nearly two decades professional experience in historic preservation and is a nationally-recognized leader in the field.. He has.worked widely throughout Oregon on survey, identification and documenu.tion projects for that include a majority of the municipalities in southern Oregon, the Oregon Deparbnent of Transportation and tbe Housing Authority of Portland among others. Design projects included the rehabilitation of the Cascade Theatre in Redding, Oregon, the Ashland Sprinp Hotel and Paddington Station in Ashland as well as on-going design responsibilities for the ~e improvement grants programs in Talent, and Medford. An Ashland resident since 1981, George is a former Chair of the Ashland Historic Commission and was responsible for the docu.entation and preparation of all four National Register district nominations prepared for the Ci~ between 1998 and 200 I as well as IL variety of . other projects under contract to the City and iladividual Ashland property owners. George's familiarity with Ashland, and with the project BRa in particular, will greatly aide in the timely completion of the survey. E. PROJECT SCHEDULE To prepare the completed survey update as detlliled above within the allotted time frame, the following work plan will guide the project and pRWide interim milestones towards its successful completion.. This schedule is by nature preliminary and with the exception of the .final completion date is subject to adjustment in consultation with the City of Jacksonville. 1. 20-March-2006: Contract Award: Project; begins. Respondent and city finalize contracts and project details, including required m~ing, database information and othler required materials. 2. By 30-April-2006: Database setup, sche6a1e and hold initial public meeting. Develop preliminary resource identification and fiDalize SHPO database process for fielld entry. 3. By mid-July 2006: Fieldwork, site revilDw and photograph all potentially significant resources within the project area. 4. Mld-July/Early August 2006: Finalize daaabase entry, coordinate mapping and complete project narrative. 7. Mid-August 2006: Revise as needed MId submit, including support documentation, mapping, photos, and related materials. . Page 3 City of Ashland, Reconnaissance Level Historic Resources Survey (Quiet Village Area) George Kramer Proposal, February 2006 8. 31-Aagust: Schedule final presentation, complete project and submit to City 8Jlld SHPO. F. RATESIPROJECTCOST I, George Kamer, a self-employed historic preservation consultant, will undertake the above project and conduct the research, writing, and fmal preparation of the completed Reconnaissance Level Historic Resources Survey as described herein for a fIxed contract total in the amount of Sixteen ThollS8lld Dollars ($16,000.00) payable on a monthly schedule to be determined by the City and the .respondent following contract award. This proposal is a flat-contract bid based on the completion of all work. required, including research, writing, travel, expen:res, public meetings, and other aspects of all tasks outlined herein. This proposal is based upon the assumption of the following City-provided activities and materials; 1. Project oversight and management, including all contract requirements and reporting to the State Historic Preservation Office that relate to the City's grant award. 2. Losistics, advertising, postage, and other planning for any required local presentations or educational sessions. 3. CUlTCnt electronic format Jackson County Assessment data for all tax lots within the pll!iect area.. 4. CUlTCnt base maps of the project area, in scale suitable for fIeldwork, as described l.e~1,. above. 5. Ci1;y GIS staff will provide color tax lot overlay and "potential district" boundaries to respondent-developed maps for inclusion in the final project documentation. (This is baaed on the model process used successfully by the City and the Respondcmt for NR- district mapping). .-'] t.-.e.. ' 6. , ., The Respondent will provide TWO (2) full copies of the final project document along A"c\ ',I; with a camera-ready master. Additional duplici.tion as may be appropri,ate will be v supplied by the City. Except as specifIed in the RFP or this proposal, or as may be subsequently altered by mutual agreement between the respondent and the City, the respondent alone will bear and individually assume full responsibility for the timely completion of this project. Any additional work. outside the scope of this proposal, as required by and given prior authorization from the City, will be billed at the standard government rate of eighty dollars ($80.00) per hour plus expenses. Page 4 City of Ashland, Reconnaissance Level Historic Resources Survey (Quiet Viillage Area) George Kramer Proposal, Februaiy 2006 SELECT REFERENCES Mr. Paul Wyntergreen Administrator/City Planner City of Jacksonville Jacksonville, Oregon 97530 541-899-1231 Mr. Eric Iversen, AICP Senior Planner Medford Urban Renewal Agency Medford, Oregon 19701 541-774-2700 Marla Cates Chair, Architectural Review Commission City of Talent POBox445 Talent, Oregon 97540 541-535-1566 or 541-535-6170 DESIGNATED NEGOTIATOR: I, George Kramer, principal, have the sole authority to any negotiations regarding this proposal and may be contacted at the following: 386 North Laurel Ashland, Oregon 97520 (541) 482-9504 (541) 482-9438 [fax] 2kramer@ieffnet.oJ'g or ieoJ'ge@preserveorel~on.com Attachment: Resume, George Kramer, M.s. Page S .. Q ~" ~ ~~ ?-" . ,... ("l~. 1 (O~ \~ ~ 9~ ~" 9;> (Q Q?- ~~ ~ "foP ~. ..... ~~e\ . . M \..0: . ~\. o~ 6 ~o O~e~ ~\\\o.~~~s~ q1 S'}.o- REsuME EductltiOn: M.S., Historic Preservation, University of Oregon School of Architecture 8Ild Allied Arts, Eugene, 1989. ' B.A., History, Sonoma State University, Robnett Park, California, 1981. ProfessiolUll Experience: Historic Preservation Consultant: InclUdes Historic Context Statements, survey, NRHP individual, district and multiple property submissions, Seedon 106 documentation and Requests for Determination of Eligibility, Certified Rehabilitation applications, municipal code development, architectural consultation, restoration planning, educational and informational program development, and related services for private, corporate, local and state government interests throughout Oregon, 1986 to present. Selected ProjecJs: Acme Hardware Building, Medford, OR. Restoration Consultant, Certilfied, ' Rehabilitation for mixed RetaillResidential Use. Ayala Properties, Dan. Horton, Project Architect, 2003- Hot Lake Hotel and Resort, Hot Lake, OR. Restoration for. destiiul~on resort/hoteVspa and restaurant use. David and Lee Manuel, Developers, Larry Nicholson, Project Architect, 2002-. Paddington Station [Dodge Building]. Ashland, OR. Restoration Consultant, Certified Rehabilitation for retail use. Hammond Family LLC, Rob Saladoff, Project Architect, 2001-2003. Medford Urban Renewal Agency,' Fafade Improvement Grant Progtam, Medford, OR. Award-winning design program including consulumon , with property owner/applicants for municipally-funded favade . rehabiliUltion program, 1999- Roseburg. Downtown Commercitil District; Roseburg, OR. NRHP di!l1rict documentation of the city's commercial core area, for the Ci~y of Roseburg; 1999-2000 (with Marianne Kadas,.lead consultant). gkramer@jeffnet.org 541-482-9438 fax for more infortnatio~&tl~~"preserveoregon.com Resume of George Kramer, M.S. Page 2 , Ashland Downtown Commercial District, Ashland, OR. NRHP" district documentation of 100 resoUrces that form the city's commercial core, for the City of Ashland, 1998-1999. Ashland Railroad Addition Historic District, Ashland, OR NRHP dis:trict documentation on 382 reSources that form the first major expansion of the City of Ashland, for the City of Ashland, 1997-98. Medford Downtown Historic District, Medford, OR., NRHP district documentation of 207, resources that form the core commercial area of Medford, for the Medford Urban Renewal Agency, 1997. G StreetHistoric District; Grants Pass OR. NRHP district documentation of 38 resources that form the traditional railroad-related: core of Grants Pass, for the City of Grants Pass, 1993. Jacksonville Historic & Cultural Resource Inventory (including Jacksonville ' Historic Context Statement, Jacksonville, OR. Context statement and survey update for this NHL community, for the City of Jacksonville, OR., 1993. ' AwtU'df ... Recognition: James Co Howland Gold Medal, National League of Cities, Medford F81cade' Improvement Program (Project Design and Consultation), 2004. Governor's Livability Award, Ashland Springs Hotel, Ashland, OR (Project Restoration Specialist), 2001 , , Preservationist of the Year, presented by the City of AshlaIid, Oregon Historic Commission, 15-May-1992. [Co-reCipient w/Kay Atwood] Who's Who in the West, (MarqUis Publishing, New Jersey), 1995- Co1tl1tlitiee ad Volll1lteer Positions: Member, Orego,;' Heritage Commission, Gubernatorial Appointment, 1998- ' Member, Board of Advisors, National Alliance of Preservation Commissions, October2002-Present (member Board of Directors, Oct 1994-Oct 2002). Advisor Emeritus, Board of Advisors, National Trost for Historic Preservation,Dec 1993- 2002. (Western Regional Chair, 1999-2002, At-large member of the Executive Committee, 1997-1999). Member, Board of Directors, Historic Preservation League of Oregon, Oct 1989- Joo 1997 [Board of Advisors, Joo'1997- present] Member~ Ashland Historic Commission, 1981-1986 (Chairman 1984~ 1986); , for more information go to wW'w.preserveoreaon.com ' CITY OF ASHLAND ~~, Request for Proposals Reconnaissance Level Historic Resources Surv4ey City of Ashland Reconnaissance Level mstoric Resources Survey 2~/15/2006 ~., 1 Introduction The City of Ashland is a city of approximately 20,500 people located in southern Oregon, along the Interstate 5 corridor and approximately 15 miles north of the California border. The City has been recognized for its livability and has been listed on several "top ten" lists for retirement, arts, culture, and recreation. The City is also home to the Oregon Shakespeare Festival which, along with the many other tourism destinations of Southern Oregon, draws over 350,000 visitors annually to the City. Population has grown at an approximate 1.5% rate for the past 20 years with t~xpected variations. Average house size continues a slow decline, at approximately 2.14 persons in 2000. The school age population is declining, with the local school district closing one of five elementary schools recently, and preparing to close anothe:r after this school year. The core of the City is defined by a vibrant and successful National Register downtown, surrounded by three other National Register neighborhoods. Historic preservation is important to the community, and the City recently passed a limitation on the maximum size of homes within the historic district. While much of the economy is based upon tourism, Southern Oregon University, with approximately 4000 students, is also a key institution in the community. The City is seeking to conduct a Historic Resources Reconnaissance Level Survey. The Historic consultant will conduct the first phase of an initial survey of potcmtial historic resources in the city limits, but outside of the National Register Historic District boundaries. The first phase of the survey would concentrate on the Quiet Village neighborhood in the northwest section of Ashland, which is approximately 325 acres in size, and contains 850 tax lots. The first phase will be a pilot pr()dect to refine the methodology for possible future similar surveys. There are 6,933 tax lots and 3,709 acres within the current city limits, but outside of the National Regilster Historic District boundaries. The concept is to survey the entire area within the city limits, but outside of the National Register Historic District boundaries to detlermine the level of existing resources, and establish base line information for a possible Multiple Properties Submission in the future. Buildings 45 years and older will be surveyed. It is expected that 50% or less of the total number of buildings willi be 45 years and older. Oregon State Historic Preservation Office (SHPO) survey methodology is required, including photographs, electronic forms and survey maps as . City of Ashland Reconnaissance Level Historic Resources Survey 2~/15/2006 ,., 2 required. A summary report will be produced including an identification of potential resources by decade. The project is financed with Federal funds from the National Park Service, U.S. Department of the Interior, and is administered by Oregon State Historic Preservation Office (SHPO). The City of Ashland is a Certified Local Government (CLG), and receives Federal financial assistance for identification and protection of the historic properties through the CLG program. The CLG program is designed to promote historic preservation at the local level. It is a federal program (National Park Service) that is administered by SHPO. Under Title VI of the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of 1973, and the Age Discrimination Act of 1975, as amended, the U.S. Department of the Interior prohibits discrimination on the basis of race, color, national origin, disability or age in its federally assisted programs. If you believe you have bc~en discriminated against in any program, activity, or facility as describe above, or if you desire further information, please write to: Office for Equal Opportunity, National Park Service, 1849 C Street NW, Washington, D.C. 20240. Additional information regarding the City of Ashland may be found on the city's website at www.ashland.or.us. A. Scope of Services - Reconnaissance Level ffistoric Resources Sunrey The survey will concentrate on the Quiet Village neighborhood in the northwest section of Ashland, which is approximately 325 acres in size, and contains approximately 850 tax lots. The survey area is delineated on the attached map. 1. Review the study area and determine buildings 45 yeats and older. 2. Prepare photographs, survey forms and maps using Oregon State Historic Preservation Office (SHPO) survey methodology. Tbe newest methodology developed by SHPO may be required. 3. Prepare summary report of survey results including identification of potential resources by decade. 4. Determine best project methodology for possible future similar surveys. City of Ashland Reconnaissance Level Historic Resources Survey :UlS/2006 'A' 3 5. Develop process outline for submitting Multiple Properties Submission, and subsequent individual voluntary listings on the National Rt:gister of Historic Places. The successful consultant will be compensated as agreed upon by the City and the successful consultant. The RFP process will culminate in contracting with the successful consultant chosen to conduct the reconnaissance level historic resources survey. B. Outcome 1. Identification of historic resources in survey area. C. Contract Deliverables 1. A detailed work plan submitted to the project manager for approval within 14 days of contract start date. The plan to include specific tasks, timelines, data requirements, staff assignments, and other important details. 2. Kick-offpublic meeting for the survey area prior to field work to explain project to interested property owners. 3. A survey map of all resources 45 years in the survey areas and older outside the National Register Historic District boundaries. 4. Completed State Historic Preservation Office (SHPO) survey data forms in electronic and hard copy format. The newest SHPO ~Drms may be required. 5. Summary report of survey results including identification of potential resources by decade. Additionally, report to recommendations for future research, including a possible Multiple Properties Submission in the future and system for individual voluntary listings. 6. A minimum of one public presentation of the final report to tht: Ashland Historic Commission. City of Ashland Reconnaissance Level Historic Resources Su~ey ~UlS/2006 I~~' 4 D. Statement of Qualificatiens Content The survey process will be conducted by a Historic Preservationist, Historic Preservation Planner, Historian, Historic Architect or qualified professional experienced in conducting historic resource surveys as required by the Oregon State Historic Preservation Office (SHPO) as outlined in Appendix A. E. Proposal Content Proposals are limited to 8 pages, excluding resumes and notices of transmittal. The proposal shall be in the following format: 1. Letter of introduction (two page maximum) 2. Project Team. List proposed project team members, by name and position, the function each person will perform, and the percent of time each will spend on the project. Provide resumes for each proposed team member, including past experience of each team member related to this projc~t. 3. Ap'proach. Describe the firm's approach to the Scope of Work described in this RFP. Describe what type of information will be required from City Staff. 4. Experience. Describe the relevant experience of the firm in conducting operational/organizational reviews and/or land use ordinance reviews, particularly for similar sized communities. Provide a summary of lthe stated experience and outcomes accomplished, including a client contact and phone number. 5. Time Frame/Schedule for Completion of the Project. Provide a schedule for completion of the project. List major benchmarks/accomplishments. 6. Rates. Provide a not-to-exceed contract amount for the project and hourly rates for the personnel assigned to this project. Contract amount shall include all out-of-pocket costs such as travel costs and other expenses associated with this review. Such out-of-pocket costs such as trav(~l, lodging, and meals will be reimbursed at actual incurred cost. Currently, the mileage reimbursement rate is $.365 per mile. , 4 7. References. Provide at least three references of individuals and/or jurisdictions with wh<Jm the applicant has worked; provide a contact name, City of Ashland Reconnaissance Level Historic Resources Survey ~~/lS/2006 r., 5 firm name, address, telephone, fax, and email addresses.' 8. Other Information. Include any topics not covered in the Request for Proposal that you wish to disclose to the City that further describes your firm's level of qualifications as a Consultant. E. Submission of Proposals and Deadline Each firm must submit five (5) copies of the proposal in a sealed envelope bearing on the outside the name of the firm, full address, name of the project for which the proposal is submitted, and date and time the proposal is due. Proposals must be submitted to Maria Harris, Senior Planner in the City of Ashland Community Development Office, located at 51 Winburn Way, Ashland OR 97520; mailing address: 20 E. Main St. Ashland OR 97520. The proposals must be received by the Maria Harris, Senior Planner, no later than 4:00pm PST, Monday, March 8, 2006. Contact Information: Maria Harris Senior Planner City of Ashland 51 Winburn Way Ashland, OR 97520 mailing address: 20 E. Main St., Ashland, OR 97520 541.552.2045 harrism{iV,ashland.or .us F. Preliminary Schedule 1. Request for proposal released: February IS, 2006 2. Last day for questions, requests for changes, and/or protests of specific:ations: February 22, 2006 3. Closing Date and Time (Last day and time to submit Proposals to the ~v1aria Harris, Senior Planner): 4:00pm PST, Monday, March 8, 2006 City of Ashland Reconnaissance Level mstoric Resources Survey 2/15/2006 '1.' 6 4. Proposal Responses Evaluated: March 10, 2006 5. Anticipated Date City will award contract: March 17, 2006 6. All documents, reports and materials included in the deliverables must be completed by August 31, 2006 and submitted to SHPO on or before SeptE~mber 30, 2006. G. Basis for the Award 1. The Interim Director of Community Development, Senior Planner and Chair of the Ashland Historic Commission shall conduct an evaluation of all proposals. 2. Evaluation Criteria. The proposals shall be reviewed based upon the following criteria and utilize the following scoring system to assign points to each proposal criterion: a. Extent and quality of the firm's experience and accomplishments in relevant projects-[10 points); b. Qualifications and experience of the team members assigned to the project-[5 points); c. Scope of work showing approach to the project-[10 point!:); d. References-[5 points); e. Proposal costs, including hourly rates-[10 points); f Ability to complete the scope of work in a timely fashion-[10 points). Total Points: [50 points) The total points awarded to each Proposal will be tabulated and the Proposers shall be ranked accordingly. A contract with the Proposer deemed to be most qualified would then be negotiated. If negotiations with the Proposer who is ranked the highest are unsuccessful, the City may proceed to the next most qualified, and so on, until a contract is successfully negotiated. The City of Ashland may reject any Proposal not in compliance with all prescribed solicitation bidding procedures and requirements and other applicable laws and ordinances. The City may reject for good cause any or all Proposals upon the City's findings that it is in the best interest of the City to do so in City of Ashland Reconnaissance Level Historic Resources Survey 2/15/2006 r., 7 accordance with ORS 279B.I 00. H. Award The City of Ashland reserves the right to accept or reject any proposal to best its interest, or to hold the proposals for 90 days before rendering a decision. Acceptance of any firm's response does not place the City under any obligation to accept the lowest proposal response. I. ADDENDA TO THE RFP The provisions of this RFP cannot be modified by oral interpretations or statements. If inquiries or comments by offerors raise issues that require clarification by the City, or the City decides to revise any part of this RFP, addenda will be provided to all persons known to the contact person who have received or will subsequently receive the RFP. Receipt of addenda must be acknowledged by signing and returning it with the proposal. J. PROTEST Any prospective consultant who contends that the provisions of the RFP or any aspect of the procurement process will encourage favoritism in the award of the contract, or substantially diminish competition, must file a written protest to the RFP at least ten days prior to the date set for the opening of proposals. Failure to file a protest will be deemed a waiver of any claim by an offeror that the procurement process violates any provision of ORS subchapter 279A or subchapter 279C, Ashland Municipal Code Chapter 2.50, "Public Contracts," or Chapter 2.52, "Personal Service Contracts." K. CONTRACT The consultant selected by the City will be expected to enter into a written contract in the form similar to the contract attached to this RFP in the Appendix. The proposal should indicate acceptance of the City's contract provisions or suggest reasonable alternatives that do not substantially impair the City's rights under the contract. If inclusion of any of the City's contract provisions willI result in higher costs for the services, such costs must be specifically identified in the proposal. Unconditional refusal to accept the contract provisions proposed by the City without offering acceptable alternatives may result in disqualification of the offeror or a less favorable evaluation of its proposal. Proof of required insurance City of Ashland Reconnaissance Level mstoric Resources Survey ~!I1S/2006 ,., 8 is made part of the awarded contract. Acceptance is not complete unless and until proof of required insurance is submitted to the City. City of Ashland Reconnaissance Level Historic Resources Survey ~~/lS/2006 rA' 9 APPENDIX APPENDIX A: Survey Area Map 'A' I ! : I '. Survey Area Reconnaissance Level Historic Resources ~ ' --""" Survey . / ; """"''''''00.... City of A.shland L I Historic Resources Survey Reconnaissance eve ~~/1S/2006 ,;., 10 APPENDIX B: Federal Historic Preservation Professional Qualifications Standards The project if funded by the federal funds authorized by the National Historic Preservation Act of 1966 through the National Park Service, U.S. Department of the Interior, and administered by SHPO. The City of Ashland is a Certified Local Government (CLG). It is National Park Service policy that historic preservation activity supported by the Historic Preservation Fund must be conducted, supervised, overseen, evaluated or signed offby someone who meets the appropriate Professional Qualification Standards. The following is an abbreviated list of the qualifying disciplines and the academic degrees which contains additional detailed information. Consultants hired for CLG projects should meet the following qualifications. Archaeologist (a) Prehistoric Archaeology - Graduate degree in Anthropology or Prehistodc Archaeology, plus 2.5 years full-time professional experience; or (b) Historic Archaeology - Graduate degree in Anthropology or Historic Archaeology, plus 2.5 years full-time professional experience. Architect, Historic (a) State Government-recognized license to practice Architecture plus 2 years full-time professional experience; or (b) a Masters of Architecture: degree with course work in Historic Preservation or a closely related field, plus 2 years full-time professional experience; or (c) a Bachelor's of Arcbitecture with one year of graduate study in,Historic Preservation or a c10sdy related field plus 2 years full-time professional experience. Architectural Historian (a) Graduate degree in Architectural History or a closely related field, plus 2 years full-time professional experience; or (b) an undergraduate degree in Architectural History or a closely related field, plus 4 years full-time professional experience. City of Ashland Reconnaissance Level Historic Resources Survey ~~/lS/2006 ,., 11 .., Conservationist (a) Graduate degree in Conservation or a closely related field, plus 3 years full- time professional experience; or (b) an undergraduate degree in Conservation or a closely related field, plus 3 years full-time apprenticeship in the field. Cultural Anthropologist (a) Graduate degree in Anthropology with specialization in Applied Cultural Anthropology, plus 2 years full-time professional experience; or (b) an undergraduate degree in anthropology with specialization in applic~ cultural anthropology, plus 4 years full-time professional experience. Curator (a) Graduate degree in Museum Studies or a closely related field, plus 2 years full-time professional experience; or (b) an undergraduate degree in Museum Studies or a closely related field, plus 4 years full-time professional experience. Engineer (a) State Government-recognized lic~se to practice Civil or Structural Engineering plus 2 years full-time professional experience; or (b) :a Masters of Civil Engineering degree with course work in Historic Preservation or a closely related field, plus 2 years full-time professional experience; or ( c) a Bachelor's of Civil Engineering degree with one year of graduate study in Historic Preservation or a closely related fieldl, plus 2 years full-time professional experience. Folklorist (a) Graduate degree in Folklore or a closely related field, plus 2 years full-time professional experience; or (b) an undergraduate degree in Folklore or a closely related field, plus 4 years full-time professional experiencc~. Historic Preservation Planner (a) State Government-recognized certification or license in Land-Use Planning, plus 2 years full-time professional experience; or (b) a graduate d(~gree in Planning with course work in Historic Preservation or a closely related field, plus 2 years full-time professional experience; or (c) an undergraduate degree in Planning with course work in Historic Preservation or a closely related field, plus 4 years full-time professional expenence. City of Ashland Reconnaissance Level Historic Resources Survey 2:/15/2006 r., 12 Historic Preservationist (a) Graduate degree in Historic Preservation or a closely related field, plus 2 years full-time professional experience; or (b) an undergraduate degree in Historic Preservation or a closely related field, plus 4 years full-time professional experience. Historian (a) Graduate degree in History or a closely related field, plus 2 years full-time professional experience; or (b) an undergraduate degree in History or a closely related field, plus 4 years full-time professional experienc<::. Landscape Architect, Historic (a) State Government-recognized license to practice Landscape Architecture plus 2 years full-time professional experience; or (b) a Masters degree in Landscape Architecture with course work in Historic Preservation or a closely related field, plus 2 years full-time professional experience; or ( c) a four or five year Bachelor's d'egree in Landscape Architecture plus 3 years full-time professional experience. City of Ashland Reconnaissance Level Historic Resources Survey ~~/lS/2006 ,. , 13 APPENDIX C: City of Ashland Living Wage Requirements C I T Y 0 r 1\ ~ H L 1\ N [J 0 H I (,ON City of Ashland LIVING r~' '11 1 l... rJ \ 'I'''' I U, 111' f"" 11 , . (JI;, I 11 j I \,' ~ ! I I' , ( Ii ',II ' r I i 11 ,I I ~ I I I. '(1 r.t. , .....r ....... .......... ..... _, 200S ] (I....... .....Iy eYel'J' ...... - ~ .... C....u.. PrIce IMex) Ernploypps nlllst tH' p:lld :l IIVII1!J W:19C. of buIIneIs of lhIIr empIoJer, WIIt...poyer his tin 01 IIlCIAI ~ IIld his .... flnancllllIIIItInce tor lit pftlject or IMinIIs hn lit CIly of AshIn in .... of"'''' )> .1ltIr~ II" cay of AttIIInd IncIucIIng .. P8IkI ... R.cnIIIon o.p.tmeIlI. )> In CIlcuIIIIng Ilellvlng .., ...... may 1lId.. VIIuI fill IIIIIh CIIe, IIliNmInt. 401K IIld IRS IIgIbIe )> For II hoIn warIIId undIr . IIrvIce connct bItwIIn their ...., 1Ild.. CIy of AIhIInd . the canIIIc:t UCIIdI Stl,m 01 men. )> FOI" holn WDlUd in . IIlOIIlh If Ile ....... spends 50% 0I1IlOftI of lIIe tmpIoyee',.... in IlIlIlllllll1 working on . prajId 01 portion - cn.le pin (including chIIcIcII8) bInIlIIa to the IIllClUl'lI of WlgllIaMcl by .. employee. )> Hole: .~'doesnot IncIucIe ~ry or pIft-line emplo)'ees hInld for less Ih8n 1040 houllln B1l'J twe1ve- month period. For IIlOf8 cIetaIls on eppIIcabIIIty of this policy, please see Ashland Munlclpal Code Section 3.12.020. For ;Hld,tlOIl.-.I'llforrll.ll,of1" CIIthe AItUnd CIty Adrni1I8trIIor'. otIGe at 541-488-8002 orwrlllllo" CIty AdmII....IIor, CIty~, 20 &It MIIn SInIet, AIIQnd, OR 97520 orvllltthe cly's WIIIIIIe II www.ashl8nd.or.us. ..... to ~ ThIs nolIce IIlUIIIIe posted pnIdomInInIIy In .... whln . <<:In be ""'. by II employees. CITY OF ASH LAN I) City of Ashland Reconnaissance Level Historic Resources Survey 14 ~~/1S/2006 ,., rA' CITY OF ASHLAND 20 E MAIN ST. ASHLAND, OR 97520 (541) 488-5300 Page 1 /1 VENDOR: 001633 KRAMER,GEORGE 386 NORTH LAUREL STREET ASHLAND, OR 97520 SHIP TO: Ashland Planning Department (541) 488-5305 51 WINBURN WAY ASHLAND, OR 97520 FOB Point: Terms: Net 30 days Req. Del. Date: Speclallnst: Req. No.: Depl: COMMUNITY DEVELOPMENT Contact: Bill Molnar/Maria Harris Confirming? No Reconnaissance Level Historic Resources Survey, (Quiet VillaQe Area), Per attached proposal dated February 22, 2006 16,000.00 RFP Date of aQreement: April 6, 2006 BeQinninQ date: April 1 0, 2006 Completion date: September 30, 2006 BILL TO: Account Payable 20 EAST MAIN ST 541-552-2028 ASHLAND, OR 97520 SUI:sTOTAL TAX FREIGHT TOTAL 1 ~ ~ - c t;A:~~8u{i VENDOR COPY A request for a Purchase Order REQUISITION FORM C~ITY OF ASHLAND THIS REQUEST IS A: o Change Order(existing PO # Date of Request: Ifli~,1 Required Date of DeliverylService: I. .1 Vendor Name Address City, State, Zip Telephone Number Fax Number Contact Name George Kramer. M.S., HP 386 Laurel St N Ashland, OR 97520 541-482.9504 541-482.9438 George Kramer SOLICITATION PROCESS Small Procurement o Less than $5,000 o Quotes (Optional) Intermediate Procurement o (3) Written Quotes (Copies attached) o Copy of contract attached o Contract # Description of SERVICES IRI Per attached PROPOSAL Project Number _ _ _ _ _ _ . _ _ _ I )'. \ l , ,,~ I o Per attached QUOTE Account Number 110.09.27.00.604100 'Items and services must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accuratelJl. By signing this requisition form, I certify that the information provided above meets the Ci and Ihedocumen/a1io{J ft upon mquest. Employee Signature: - . contracting requirements, u --... G: Finance\Procedure\AP\Forms\ReconnaissanceContracLRequisition Updated on: 41612006