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HomeMy WebLinkAbout2008-015 Contract - Ogden Roemer Wilkerson ACORDTN CERTIFICA TE OF LIABILITY INSURANCE I DATE (MMlDDNVYY) 11/27/2007 PRODUCER (541)772-1111 FAX: (541)772-3785 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION JBL&K Insurance Agency ONL Y AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 707 Murphy Rd AL TER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Medford OR 97504 INSURERS AFFORDING COVERAGE NAIC # INSURED INSURER A: Transportation Insurance 20494C OgdenRoemerWilkerson Architecture,AIA INSURER B: Continental Insurance 35289C 2950 East Barnett Road INSURER C: Landmark American INSURER D: Medford OR 97504 INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO TI-lE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITI-lSTANDING ANY REQUIREMENT, TERM OR CONDITlON 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 CONDITlONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADD'L ~k+~1:~~8~1 ~~lfJ(~~tJ~N LIMITS LTR IINSRD TYPE OF INSURANCE POLICY NUMBER GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 ~ ~~~~~~9E~~J~~nce\ X COMMERCIAL GENERAL LIABILITY $ 100,000 ~ ~ CLAIMS MADE ~ OCCUR 5/2/2008 A B1068419303 5/2/2007 MED EXP (Anv one oerson) $ 10,000 - PERSONAL & ADV INJURY $ N/A - GENERAL AGGREGATE $ 2,000,000 - N/A GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ Xl POLICY n ~~8T n LOC AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 ~ (Ea accident) $ ANY AUTO ~ 5/2/2007 5/2/2008 B ALL O'v\tNED AUTOS B2097220715 BODILY INJURY - (Per person) $ SCHEDULED AUTOS - ~ HIRED AUTOS BODILY INJURY $ X NON-O'v\tNED AUTOS (Per accident) - - PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY AUTO ONL Y - EA ACCIDENT $ ~ ANY AUTO OTHER THAN EA ACC $ AUTO ONL Y: AGG $ EXCESSlUMBRELLA LIABILITY EACH OCCURRENCE $ ~ OCCUR D CLAIMS MADE AGGREGATE $ $ R DEDUCTIBLE $ RETENTION $ $ WORKERS COMPENSATION AND I we STATU- T IOTH- TORY LIMITS ER EMPLOYERS'L1ABILITY ANY PROPRI ETORlPARTNERlEXECUTIVE E.L. EACH ACCIDENT $ OFFICERlMEMBER EXCLUDED? E.L. DISEASE - EA EMPLOYEE $ If yes, describe under $ SPFCIAl PROVISIONS below E.L. DISEASE - POLICY LIMIT C OTHER ProfessionaJ. LHR807282 5/2/2007 5/2/2008 Limi t : 2,000,000 Liability Deductible: 5,000 DESCRIPTION OF OPERA TIONSlLOCA TIONSlVEHICLESlEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Verification of Insurance. Subject to policy terms, conditions and exclusions. CERTIFICATE HOLDER CANCELLATION ACORD 25 (2001/08) INS025 (0108).08a SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. THE ISSUING INSURER WILL ENDEAVOR TO MAIL 10 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT. BUT - FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER. ITS AG ENTS OR REPRESENTATIVES. AUTHORIZED REPRESENTATIVE c:::::::::- -........... ~ J.// S WilsonJ AAIJ AIC/SU ~<<"- ,....J. ~~ @ ACORD CORPORATION 1988 Page 1 of 2 Form W-9 Request for Taxpayer Identification Number and Certification Give form to the requester. Do not send to the IRS. (Rev. January 2(03) Depanment of the Treasury IIUmII RewnJe Service N Name . Business name. if different from above & IndividuaV Check appropriate box: D Sole proprietor ~ Corporation Address (number. street. and apt. or suite no.) ,. o Partnership 0 Other ~ u u u". __ u u uu_ D Exempt from backup withholding Requester's name and address (optiona~ A- IN) Enter your TIN in the appropriate box. For individuals. this is yoax social secooty number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities. it is YOtl employer identification number (EIN). If you do not have a nlMllber. see How to get a TIN on page 3. Note: "the account is in more than one name. see the chart on page 4 for guidelines on whose number to enter. I Soc:i8I security lUmber I I -I- I -I- I or CertifICation Under penaltieS of perjury. I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me). and 2. I am not subject to backup withholding because: (a) I am exempt from backup withholding. or (b) I have not been notif"1ed by the Internal Revenue Service PRS) that I am subject to backup withholding as a result of a fail...-e to report an interest or dividends. or (c) the IRS has notified me that I am no longer subject to backup withholding. and 3. I am a U.S. person Oncluding a U.S. resident alien). Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are cooently subject to backup withholding because you have failed to report all interest and dividends on your tax ret...-n. For real estate transactions. item 2 does not apply. For mortgage interest paid. acquisition or abandonment of secured property. cancellation of debt contributions to an individual retirement arrangement PRAl. and generaly. payments other than interest and dividends. you are not required to sign the Certification. but you must ~=:N.:~~onpa~ ~ ~I u.s. person ~ . \'L _~ DOt ~ " .1.(.. Purpose of Form Nonresident alien who becomes a resident alien. Generally, only a nonresident alien individual may use the A person who is required to file an information return with terms of a tax treaty to reduce or eliminate U.S. tax on the I RS, must obtain your correct taxpayer identification certain types of income. However. most tax treaties contain a number (TIN) to report, for example, income paid to you. real provision known as a "saving clause." Exceptions specified estate transactions, mortgage interest you paid. acquisition in the saving clause may permit an exemption from tax to or abandonment of secured property. cancellation of debt. or continue for certain types of income even after the recipient contributions you made to an IRA. has otherwise become a U.S. resident alien for tax purposes. U.S. person. Use Form W.9 only if you are a U.S. person If you are a U.S. resident alien who is relying on an (including a resident alien). to provide your correct TIN to the exception contained In the saving clause of a tax treaty to person requesting it (the requester) and, when applicable, to: claim an exemption from U.S. tax on certain types of income. 1. Certify that the TIN you are giving is correct (or you are you must attach a statement that specifies the following five waiting for a number to be issued). items: 2. Certify that you are not subject to backup withholding. 1. The treaty country. Generally. this must be the same or treaty under which you claimed exemption from tax as a 3. Claim exemption from backup withholding if you are a nonresident alien. U.S. exempt payee. 2. The treaty article addressing the income. Note: If a requester gives you a form other than Form W-9 3. The article number (or location) in the tax treaty that to request your TIN, you must use the requester's form if it is contains the saving clause and its exceptions. substantially similar to this Form W-9. 4. The type and amount of income that qualifies for the Foreign person. If you are a foreign person. use the exemption from tax. appropriate Form W-8 (see Pub. 515, Withholding of Tax on 5. SuffICient facts to justify the exemption from tax under Nonresident Aliens and Foreign Entities). the terms of the treaty article. Cat. No. 10231 X Form W-9 (Rev. 1-2003) G:\pub-wrks\eng\dept-admin\ENGINEER\PROJECT\2007\07-18 ORW Contract Docs 11 07.doc ENGINEERING SERVICES CONTRACT Consultant services contract made on the date specified below in Recital A between the City and Consultant as follows: Recitals: A. The following information applies to this contract: CITY: CITY OF ASHLAND Consultant: City Hall Address: 20 E. Main St. ' Ashland, Oregon 97520 (541) 488-6002 Telephone: FAX: (541) 488-5311 FAX: OGDENROEMERWILKERSON ARCHITECTURE 2950 EAST BARNETT ROAD MEDFORD OR 97504 541 n79-5237 541n72-8472 Date of this agreement: NOVEMBER 15, 2007 ~ B: RFP date: SEPTEMBER 20, 2007 Proposal date: OCTOBER 16,2007 ~2.2. Contracting officer: PAULA C. BROWN, PE ~2.4. Project: CITY FACILITY MASTER PLAN & SPACE NEEDS ANALYSIS ~6. Consultant1s representative: DAVID WILKERSON, AlA ~8.3. Maximum contract amount: NTE $49,500.00 B. On the date noted above, City issued a request for proposals (RFP) for consulting services needed by City for the project described above. Consultant submitted a proposal in response to the RFP on the date noted above. C. After reviewing Consultanfs proposal and proposals submitted by other offerors, City selected Consultant to provide the services covered by the RFP. City and Consultant agree as follows: 1. Relationshio between City and Consultant: Consultant accepts the relationship of trust and confidence established between Consultant and City by this contract. Consultant covenants with the City to perform services and duties in conformance to and consistent with the standards generally recognized as being employed by professionals of consultant1s caliber in the locality of the project. Consultant further covenants to cooperate with City, City1s representatives, contractors, and other interested parties in furthering the interests of City with respect to the project. In order to promote successful completion of the project in an expeditious and economical manner, Consultant shal~ provide professional consulting serVices for City in all phases of the project to which this contract applies, serve as City1s professional consulting representative for the project, and give professional consultation and advice during the term of this contract. Consultant acknowledges that City is relying on consultant to provide professional consulting services in a manner that is consistent with the interests of City. 2. Definitions: Generally words, terms and phrases used in this contract shall have the meaning ascribed to them in the construction industry, unless the context clearly indicates otherwise. As used in this contract: 2.1. "City. means the City of Ashland, Oregon. 2.2. "Contracting officer" means the person specified in Recital A above or that personls designee. 2.3. "Project" means the project described in Recital A. G:\pub-wrks\eng\dept-admin\ENGINEER\PROJECT\2007\07-18 ORW Contract Docs 11 07.doc 2.4. "WorkH or "Services" shall mean all labor, materials, plans, specifications, opinions, reports, and other consulting services and products which Consultant is required to provide under this contract. 3. Term: The term of this contract shall commence on the date specified in Recital A above and end on completion of all services required by this contract unless sooner terminated as provided in this contract. 4. Authoritv of Contractina Officer: The contracting officer shall have the authority to act on behalf of City in the administration and interpretation of this contract. The contracting officer shall have complete authority to authorize services, transmit instructions, receive information, interpret and define City1s policies and make other decisions with respect to Consultanfs services. 5.' Consultina Services: Consultant shall provide services to City that are described in the RFP. 5.1. In connection with the services described in the RFP, Consultant shall: 5.1.1. Consult appropriate representatives of City to clarify and define City1s requirements relative to the services. 5.1.2. Review available data relative to the services. 5.1.3. Identify data which is not available and is needed to fulfill the services, and act as City1s representative in obtaining such data. 5.1.4. Prepare monthly progress reports to the contracting Officer on the status of services. 5.1.5. Cooperate with other consultants retained by City in the exchange of information needed for completion of the services and the project. 5.2. Consultant shall commence performance of services within five days after receiving written authorization from the contracting officer for work described in the RFP. Consultant shall perform the services as expeditiously as is consistent with professional skill and care and the orderly progress of the project.. Upon request of City, Consultant shall submit for CitYs approval, a schedule for the performance of work elements described in the RFP. Each schedule shall include allowance for periods of time required for City1s review and approval of Consultant1s services. Each schedule, approved by City, shall become a part of this contract. 5.3. Consultant shall perform the services as an independent contractor in accordance with generally accepted standards in Consultant1s profession. Consultant shall be responsible for the professional quality, technical accuracy and the coordination of all services performed by Consultant. Consultant shall, without additional compensation, correct or revise any error or deficiencies in the services that are caused by Consultant1s negligence. CitYs review, approval, acceptance of, or payment for, any of the services shall not be construed to waive any of City1s rights under this contract or of any cause of action arising out of Consultant1s services. In the event of any breach of this contract by Consultant or negligent performance of any of the services, City1s cause of action against Consultant shall not be deemed to accrue until City discovers such breach or negligence, or should have, with reasonable diligence, discovered such breach or negligence. The preceding sentence shall not be construed, however, to allow City to prosecute an action against Consultant beyond the maximum time limitation provided by Oregon law. 6. Assianment of Consultant1s Personnel: 6.1. The services covered by this contract shall be rendered by, or under the supervision of the person specified in Recital A above, who shall act as Consultant1s representative in, all communications and transactions with City . 6.2. Consultant will endeavor to honor reasonable specific requests of City with regard to assignment of Consultant1s employees to perform services if the requests are consistent with sound business and professional practices. 7. Resoonsibilities of City: 7.1. City will cooperate fully with Consultant to achieve the objectives of this contract. 7.2. City will provide information, documents, materials and services that are within the possession or control of City and are required by Consultant for performance of the services. 7.3. City will arrange for access to, and make all provisions for Consultant to enter upon, public and private property as required for Consultant to perform the services. G:\pub-wrks\eng\dept-admin\ENGINEER\PROJECT\2007\07-18 ORW Contract Docs 11 07.doc 7.4. City will provide all permits necessary for completion of the project. 7.5. The contracting officer will act as liaison between City, Consultant, public agencies, and others involved in the project. 8. Pavrnent: 8.1. City shall pay Consultant for services and reimburse Consultant for expenses incurred by Consultant in performance of services in accordance with a payment schedule to be submitted by Consultant and accepted by City. No reimbursement will be made for expenses that are not specifically itemized in this payment schedule without prior approval by the contracting officer. 8.2. Consultant shall submit monthly invoices to City for Consultant's services within ten days after the end of the month covered by the invoice. 8.3. Total payments under this contract or any amendments shall not exceed the sum specified in Recital A above. 9. Comoliance with Law: 9.1. This contract will be governed by and construed in accordance with laws of the State of Oregon. Consultant shall promptly observe and comply with all present and future laws, orders, regulations, rules and ordinances of federal, state, City and city governments with respect to the services including, but not limited to, provisions of ORS 279C.505, 279C.515, 279C.520 and 279C.530. 9.2. Pursuant to ORS 279C.520(2) any person employed by Consultant who performs work under this contract shall be paid at least time and a half pay for all overtime in excess of 40 hours in anyone week, except for persons who are excluded or exempt from overtime pay under ORS 653.010 to 653.261 or under 29 U.S.C. Sections 201 to 209. 9.3. Consultant is a Isubject employerl as defined in ORS 656.005 and shall comply with ORS 656.017. Prior to commencing any work, Consultant shall certify to City that Consultant has workers' compensation coverage required by ORS Chapter 656. If Consultant is a carrier insured employer, Consultant shall provide City with a certificate of insurance. If Consultant is a self-insured employer, Consultant shall provide City with a certification from the Oregon Department of Insurance and Finance as evidence of Consultant's status. 9.4. If the amount of this contract is $17,342.00 or more, Consultant is required to comply with chapter 3.12 of the Ashland Municipal Code by paying a living wage, as defined in this chapter, to all employees performing work under this contract and to any subcontractor who performs 50% or more of the service work under this contract. Consultant is also required to post the attached notice predominantly in areas where it will be seen by all employees. 10. Ownershio of Documents: All documents prepared by Consultant pursuant to this contract shall be the property of City. To the extent permitted by law, City shall, within the limits of the Oregon Tort Claims Act, defend, indemnify and hold harmless Consultant, its consultants, agents and employees against all damages, claims, expenses and losses arising out of any reuse of plans, specifications and other documents prepared by Consultant without prior written authorization of Consultant. 11. Records: 11.1. Consultant shall develop and maintain complete books of account and other records on the services which are adequate for evaluating Consultant's performance. Consultant shall maintain records in such a manner as to provide a clear distinction between the expenditures and revenues related to the project and the expenditures and revenues related to Consultant's other business. 11.2. Consultant's books and records shall be made available for inspection by City at reasonable times, to verify Consultant's compliance with this contract. City shall have the right to request an audit of Consultant's books and records by a certified public accountant retained by City. 12. Indemnification: Consultant shall defend, indemnify and save City, its officers, agents, and employees harmless from any and all claims, actions, costs, judgments, damages or other expenses resulting from injury to any person (including injury resulting in death), or damage to property (including loss or destruction), of whatsoever nature arising out of or incident G:\pub-wrks\eng\dept-admin\ENGINEER\PROJECT\2007\07-18 ORW Contract Docs 11 07.doc to the negligent performance of this contract by Consultant (including but not limited to, the negligent acts or omissions of Consultant1s employees, agents, and others designated by Consultant to perform work or services attendant to this contract). Consultant shall not be held responsible for any claims, actions, costs, judgments, damages or other expenses, directly and proximately caused by the negligence of City. 13. Insurance: 13.1. Consultant shall, at its own expense, at all times during the term of this contract, maintain in force: 13.1.1. A comprehensive general liability policy including coverage for contractual liability for obligations assumed under this contract, blanket contractual liability , products and completed operations and owners and contractor1s protective insurance; 13.1.2. A professional errors and omissions liability policy; and 13.1.3. A comprehensive automobile liability policy including owned and non-owned automobiles. 13.2. The coverage under each liability insurance policy shall be equal to or greater than the limits for claims made under the Oregon Tort Claims Act with minimum coverage of $500,000 per occurrence (combined single .limit for bodily injury and property damage claims) or $500,000 per occurrence for bodily injury and $100,000 per occurrence for property damage. 13.3. Liability coverage shall be provided on an .occurrenceH basis. IIClaims madell coverage will not be acceptable, except for the coverage required by subsection 13.1.2. 13.4. Contractor shall submit certificates of insurance acceptable to the City with the signed contract prior to the commencement of any work under this agreement. Each certificate shall state that coverage afforded under the policy cannot be cancelled or reduced in coverage cannot be made until at least 30 days prior written notice has been given to City. A certificate which states merely that the issuing company .will endeavor to mail. written notice is unacceptable. 14. Default: 14.1. There shall be a default under this contract if either party fails to perform any act or obligation required by this contract within ten days after the other party gives written notice specifying the nature of the breach with reasonable particularity. If the breach specified in the notice is of such a nature that n cannot be completely cured within the ten day period, no default shall occur if the party receiving the notice begins performance of the act or obligation wnhin the ten day period and thereafter proceeds with reasonable diligence and in good faith to effect the remedy as soon as practicable. 14.2. Notwithstanding subsection 14.1, either party may declare a default by written notice to the other party, without allowing an opportunity to cure, if the other party repeatedly breaches the terms of this contract. 14.3. If a default occurs, the party injured by the default may elect to terminate this contract and pursue any equitable or legal rights and remedies available under Oregon law. All remedies shall be cumulative. 14.4. Any litigation arising out of this contract shall be conducted in Circuit Court of the State of Oregon for Jackson County. 15. Termination: 15.1 Mutual consent. This contract may be terminated at any time by mutual consent of both parties. 15.2 City's Convenience. This contract may be terminated at any time by City upon 30 days' notice in writing and delivered by certified mail or in person. 15.3 For Cause. City may terminate or modify this contract, in whole or in part, effective upon delivery of written notice to Contractor, or at such later date as may be established by City under any of the following conditions: a. 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; b. If federal or state regulations or guidelines are modified, changed or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this contract or are no longer eligible for the funding proposed for payments authorized by this contract; or G:\pub-wrks\eng\dept-admin\ENGINEER\PROJECT\2007\07-18 ORW Contract Docs 11 07.doc c. If any license or certificate required by law or regulation to be held by Contractor to provide the services required by this contract for any reason denied, revoked, suspended, or not renewed. 15.4 For Default or Breach. a. Either City or Contractor may terminate this contract in the event of a breach of the contract by the other. Prior to such termination the party seeking termination shall give to the other party written notice of the breach and intent to terminate.: If the party committing the breach has not entirely cured the breach within 15 days of the date of the notice, or within such other period as the party giving notice may authorize or require, then the contract may be terminated at any time thereafter by a written notice of termination by the party giving notice. b. Time is of the essence for Contractor's performance of each and every obligation and duty under this contract. City by written notice to Contractor of default or breach, may at any time terminate the whole or any part of this contract if Contractor fails to provide services called for by this contract within the time specified herein or in any extension thereof. c. The rights and remedies of City provided in this subsection (15.4) are not exclusive and are in addition to any other rights and remedies provided by law or under this contract. 15.5 Obliaation/Liabilitv of Parties: Termination or modification of this contract pursuant to subsections 15.1, 15.2, 15.3 and 15.4 above shall be without prejudice to any obligations or liabilities or either party already accrued prior to such termination or modification. However, upon receiving a notice of termination (regardless whether such notice is given pursuant to subsections 15.1, 15.2, 15.3 and 15.4 of this section, Contractor shall immediately ceased all activities under this contract, unless expressly directed otherwise by City in notice of termination. Further, upon termination, Contractor shall deliver to City all contract documents, information, works-in- progress and other property that are or would be deliverables had the contract been completed. City shall pay Contractor for work performed prior to the termination date if such work was performed in accordance with the Contract. 16. Funds Available and Authorized: City has sufficient funds currently available and authorized for expenditure to finance the costs of this contract within the City's fiscal year budget. Consultant understands and agrees that City's payment of amounts under this contract attributable to work performed after the last day of the current fiscal year is contingent on City appropriations, or other expenditure authority sufficient to allow City in the exercise of its reasonable administrative discretion, to continue to make payments under this contract. In the event City has insufficient appropriations, limitations or other expenditure authority, City may terminate this contract without penalty or liability to City, effective upon the delivery of written notice to Consultants, with no further liability to Consultants. 17. Notices: Any notice required to be given under this contract or any notice required to be given by law shall be in writing and may be given by personal delivery or by registered or certified mail, or by any other manner prescribed by law. 17.1. Notices to City shall be addressed to the contracting officer at the address provided for the City in Recital A above. 17.2. Notices to Consultant shall be addressed to the Consultanfs representative at the address provided for the Consultant in Recital A above. 18. Assianment: City and Consultant and the respective successors, administrators, assigns and legal representatives of each are bound by this contract to the other party and to the partners, successors, administrators, assigns and legal representatives of the other party. Consultant shall not assign or subcontract Consultant1s rights or obligations under this contract without prior written consent of City. Except as stated in this section, nothing in this contract shall be construed to give any rights or benefits to anyone other than City and Consultant. 19. Governina Law: Jurisdiction: Venue: This contract shall be governed and construed in accordance with the laws of the State of Oregon without resort to any jurisdiction's conflict of laws, rules or doctrines. Any claim, action, suit or proceeding (collectively, Ithe claiml) between the City (and/or any other or department of the State of Oregon) and the Contractor that arises from or relates to this contract shall be brought and conducted solely and exclusively within the G:\pub-wrks\eng\dept-admin\ENGINEER\PROJECT\2007\07-18 ORW Contract Docs 11 07.doc Circuit Court of Jackson County for the State of Oregon. If, however, the claim must be brought in a federal forum, then it shall be brought and conducted solely and exclusively within the United States District Court for the District of Oregon filed in Jackson County, Oregon. Contractor, by the signature herein of its authorized representative, hereby consents to the in personam jurisdiction of said courts. In no event shall this section be construed as a waiver by City of any form of defense or immunity, based on the Eleventh Amendment to the United States Constitution, or otherwise, from any claim or from the jurisdiction., 20. MERGER CLAUSE: THIS CONTRACT AND ATTACHED EXHIBITS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN THE PARTIES. NO WAIVER, CONSENT, MODIFICATION OR CHANGE OF TERMS OF THIS CONTRACT SHALL BIND EITHER PARTY UNLESS IN WRITING AND SIGNED BY BOTH PARTIES. SUCH WAIVER, CONSENT, MODIFICATION OR CHANGE, IF MADE, SHALL BE EFFECTIVE ONLY IN THE SPECIFIC INSTANCE AND FOR THE SPECIFIC PURPOSE GIVEN. THERE ARE NO UNDERSTANDINGS, AGREEMENTS, OR R'EPRESENTATIONS, ORAL OR WRITTEN, NOT SPECIFIED HEREIN REGARDING THIS CONTRACT. CONTRACTOR, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE, HEREBY ACKNOWLEDGES THAT HE/SHE HAS READ THIS CONTRACT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND CONDITIONS. 21. Modification: No modification of this contract shall be valid unless in writing and signed by the parties. CONSULTANT -~Q.~ ~~,"t'Y~ By: J:n~~ Signature J .b~"ln 't(l~a.s~N 1r:. Printed Name Its: ~"c,\ ,,~\..- Fed 10# q 1> · \ ~t;)I'S"' 0 CITY OF ASHLAND By: ~~-? Lee Tuneberg Finance Director 00Y By: Legal Department REVIEWED AS TO CONTENT: U-- Date: IJI4/0~ By: Coding: (For City use only) G:\pub-wrks\eng\dept-admin\ENGINEER\PROJECT\2007\07-18 ORW Contract Docs 11 07.doc =t ~. ~... =- =- =- =- :3 =- ;=- =- 3 >> =- >> a a 3 >> :3 ~.'..,.'. .,.. 3 .. .., . ~.I" .. II :I 11 II II . :I . Proposina Services For City of Ashland Facilities Master Plan and Updated Space Needs Analysis Presented By OgdenRoemerWilkerson Architecture, AlA ,-, table of contents description & understanding 1 capabilities & resources 2 calendar & commitments 3 references 4 cost of services 5 append~ 6 October 16, 2007 Paula C. Brown, PE Public Works Director/City Engineer City of Ashland 20 East Main Street Ashland, OR 97520 Re: City Facilities Master Plan & Updated Space Needs Analysis Dear Paula: We are pleased to provide you with this information about OgdenRoemerWilkerson Architecture. ORW has a wealth of experience in Master Planning and Facilities Assessment projects similar to this one. In June 2006, we completed a Facility Study, Assessment and Long-Range Plan for the Medford 549c School District, which included 18 school campuses as well as five administration and support buildings. Also in 2006, the Ashland School District retained ORW Architecture to develop a facility analysis and master plan for Ashland High School. OgdenRoemerWilkerson Architecture is the largest architecture firm in Southern Oregon. Each member of our staff of architects offers a specialized area of expertise, from assessment and planning to code review and compliance, and all of these talents will be available to the City of Ashland for this project. A team of support staff will be developed to complete the work efficiently and expeditiously. We have a hands-on approach to architecture, which means that a principal is closely involved in each project from conception to completion. Our local presence will allow us to streamline the information-gathering phase. Our experience in facility analysis makes us the responsible choice for this scope of project, and we look forward to the opportunity to work with the City of Ashland in developing this updated Master Plan. JDPw~ J. David Wilkerson II, AlA Principal LEED Accredited Professional OldenRoemerWilkerson Architecture, AlA Collaborative Approach Honest Desl~!:r :3 ~3 :3 ~3 ~.~ ~..~ ~a ;-:1 :=- ~.:t ~3 ~~ ~. :...... '- . ~. -. :D a . it a >> . >> )I >> >> >> :8 :D a :D understanding of the project ORW Architecture has completed a number of Facility Assessment Studies similar to this project. As a case in point, Siskiyou County is a cl ient of our firm whose need for a facility study was similar to yours. They had over 100 facilities county-wide that needed documentation, assessment, and recommendations to provide for more efficient and effective space utilization. We interviewed the department heads and user groups to determine how the facilities met their needs. We then collected current employment counts, space utilization data, and projected growth rates. This data was translated into a visual document to verify that the facilities were capable of- meeting their future growth needs. The condition and expected life span of the buildings also were evaluated. "Next we developed suggestions for maintenance, expansion, or abandonment and relocation as needed for each facility. More often than not, a simple re-organization of workstation layouts accommodated both current requirements and future growth, without the need for expansion and relocation. We have found in many of our facility studies that the need to address deferred maintenance issues is critical. The problems created by an aging infrastructure are exacerbated by ongoing budget constraints that prevent proper maintenance on a regular basis. A I ist of priorities can be developed to address the most critical needs. The remaining needs are then categorized into scopes of work that can be addressed logically to prevent the need for "back tracking" and re-doing work that has recently been completed. As part of our approach to the City of Ashland's City Facilities Master Plan and Updated Space Needs Analysis, we will visit each site, document the existing conditions, assess the structural conditions, evaluate both interior and exterior finishes, review the mechanical and electrical systems, and determine the building's expected life span and it's potential for extended life span. Department heads will be interviewed to document current employment counts and conditions, and define future growth expectations. At that point, proposed space plans for each facil ity will be developed in an electronic (AutoCAD) format, written findings will be developed and supplemented with photos to convey critical needs or assessments. Preliminary cost estimates for various scopes of work will be provided along with a recommended timeline for implementation Glden Roemer Wilkerson Architecture, AlA Collaborative Approach - Honest Design , :3 3 -'3 :) -.'--.'-~' -.... 3 -3 -3 ~3 ~3 ~3 3 :~3 ~3 :3 ~'3 :3 ~3 ~-3 ~3 ~3 ~-3 ~3 ~3 ~.JI :3 ~. ::3 ~ ~3 ~.':a scope of services phase 1 PrOject Planning OgdenRoemerWilkerson Architecture (ORW) begins each project by carefully assembling a Design Team, consisting of the best architects to plan and guide the unique elements of your venture. Our team works closely with your organization to understand your strategic goals and objectives. It is ORW's priority to provide you with all the support, structure, resources, and strategies you need for successful, cost- effective completion. OgdenRoemerWilkerson Architecture is a leader in providing quality architectural planning and project management services. We excel in helping groups define their priorities and achieve consensus. Our goal is to make the process as streamlined as possible for our clients. We've developed an interview process that allows us to fully understand your specific needs and preferences. During the first organizational meetings, our Design Team will discuss the scope of project with all your key groups to reach agreement on the project process. phase 2 I nforrnatlon Gathering The team will visit each City facility to review, catalog and assess the existing conditions. Meetings will be scheduled with key personnel to further discuss how their facil ity is or is not working for them and what challenges are presented to them. The department's operational philosophies are discussed and the future growth potential is defined. We then present a series of alternatives and possibilities to resolve specific issues and obtain the feedback of cl ient and user groups. phase 3 Report Generation During this phase information that has been compiled is formatted in a way the information is easily understood by the reader and it accurately represents the conditions of each facility. ORW has developed a matrix that addresses most of the components typically found in aging buildings. Recommendations for modernizations, modifications, expansion or relocation are made. These findings are once again reviewed with the key department leaders for additional input which will be integrated into the final report. Budget and sequencing of construction for necessary improvements are addressed at this stage. phase 4 Final Presentations ORW will consolidate all the available information and input, and prepare a presentation to the key working committee and I or city council to explain the process, discoveries, and recommendations. It is our intent the document prepared will be a living document, and formatted in such a way the contents are easily understood and the recommendations and conclusions are easily implemented. conclusion OgdenRoemerWilkerson Architecture is a firm known for our honesty, innovation, and collaborative approach. We pride ourselves on our attention to detail and ongoing involvement in each project, from planning to construction, and beyond. Our systematic approach to each phase and our meticulous follow-through assures your project is effectively completed within the budget and in accordance to the planned schedule. a clear understanding I: [ - ~ [:8 [:It ( f=- [:8 [ [:It r 3 ~:a ::tt -.-.-a.'.l.' -- :a It =- :8 "3 3 =- 3 3 :) :) :) :) :) :) facilities analysis & master planning projects relevant projects Each project begins with imagin~tion. It is born and shaped from the space within. Innovative blueprints lead to a completed form that uniquely responds to the client and the place for which it was created. OgdenRoemerWilkerson experience encompasses a wide range of projects that are varied in structure, materials, and location. We place a high degree of importance on excellence in design and fostering a collaborative approach with each cl ient. Ashland High School 2005 Master Plan & Facility Study 14 campus buildings Medford School District 549C 2005 Facility Study & Long Range Plan 18 ca,mpus analysis, 5 district administration & support facilities . 2001 New Middle School Campus Siskiyou County Facility Analysis and Master City of Grants Pass Public Safety Dept. Plan 2005 Feasibility Study for New Fire & Over 100 buildings countywide Police Stations. Kaufman Crossi ng 2004 Mixed Use Development Ashland South Development 2004 Brammo Motors 2004 Endangered Species Chocolate 2004 Douglas Engineering Southern Oregon University . . 2003 Madrone Street Student Housi ng State of Oregon 2004 Welcome Center Prototype Design Southern Oregon Regional Communications 2003 911 Dispatch Center Yreka Family YMCA 2002 Facility Remodel & Additions Temple Emek Shalom (2000) 2000 Master Plan 2000 New Facility Ashland Medical Plaza 2003 Ash land Surgery Center 2003 Siskiyou Eye Center Addition 2003 Advanced Pain Management Mountain Meadows Retirement Community 1999 Courtyard Condominiums 1999 Parkside IV Westminster Presbyterian Church 2002 Church Campus Josephine County Human Services 2000 Health Department Relocation Project Josephine County Public Works Department Space Needs Analysis Rogue River Schools 1997 District wide facility analysis & Long Range Plan City of Medford 1998 City Hall OrdenRoemerWilkerson Architecture, AlA Collaborative Approach _. Honest Design ~ r . pet I F8 I ~ r I r3 r t~ ~3 ~ ~D ~3 ~:B ~ ..3 ~JI :-3 ~. =- :1) .. >> a 3 :t :D 3 -3 :) :D :D :) 3 :) firm organization firm history OgdenRoemerWilkerson Architecture, AlA, Inc. is Southern Oregon's largest architectu~al firm, offering a full range of architectural and planning services throughout the 'State of Jefferson.' The firm is registered in Oregon as an S Corporation and is a member of the American Institute of Architects with licenses in Oregon, Washington and California. The firm was originally established in 1968 as the_ partnership of Afseth, Jacobs & Schmitz. Ken Ogden joined the firm in 1994 when he relocated his practice of ten years from California to the Rogue Valley. Following the retirement of two of the founding partners, Ken became a partner in Ogden Schmitz & Associates in 1999. The firm became Ogden Kistler Architecture in 2001, following Peter's retirement from full-time practice. In 2005, associates James Roemer and David Wilkerson were elevated to full partnership status. With this change came a renewed commitment to the firm's core values of excellence in client service, award-winning design, and unrivaled technical proficiency. The wide range of experience and depth of staff provided by the ORW team allows us to respond to the unique goals and needs of -each client. ORW emphasizes a collaborative approach and honest design with a client-focused outcome that ensures a responsible product is achieved on every project. OgdenRoemerWilkerson Architecture, AlA carries professional liability insurance of $1,000,000 with a maximum deductible of 10,000. J. David Wilkerson is the Principal Architect assigned to The City of Ashland's Facilities Master Plan Project and Peter D. Schmitz wi II be the Project Manager. . The following roster indicates our firm's wide range of resources and experience. staff roster Name Title! Position Exoerience (years) Ken neth J.. Ogden, A I A Principal! Project Architect 25 James C. Roemer, AlA Principal! Project Architect 23 J. David Wilkerson, " AlA Principal! Project Architect 21 Peter D. Schmitz, AlA Special Projects Consultant 39 Project Manager Jeffrey J. Bender, AlA Design Associate 15- Karl B. Krauskopf Senior Technical Staff 34 Victoria Suppo Job Captain! CAD Manager 19 Jason Zook I ntern Arch itect Joshua Sizemore Job Captain 4 Donna Root Office Manager/Marketing 15 R honda Gressett Marketi nglCI ient Relations 20 TOTAL 190 Dlden Roemer Wilkerson Architecture. AlA Coilaboratl'I/e Approach - Honest Design Re2istration Tenure (years, states) (with fi rm) 19 13 OR, CA, WA 20 11 OR,CA 17 5 OR, NY, VA 39 39 OR,CA, NE 7 5 OR 18 6 10 4 mos 4 6 mos 4 116 90 r b. 6- [ i=- 1,:tI ~=- l3 f r:a =,--;a ~ ..-, ~3 ~=- ~3 :=- =- JI -3 a a JI 3 '3 J) j) D J) J) D D G) - = -cs CD .c CJ en ... u CD . .... a ... A. -a CD en a c. a ... 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Q,) ....0. ~ E en "- ctJ .... :E~ ~ ~ en 0 . in :;:; ~ro - -c ctJ c: c: Q,) <( E ~ E Q) 0 Cl) U Z ~ ~~ ~ oi en_ +-' u c: c: ~ ::s Cl) 0 ttu - . c: c: ro 0 a:+:i U .... Q) Q) .... t)-c co :E .0 ~ 5 "~ 8 en >-c: (ij 0 C:-c <( Q) CI) en -c ro Q,)eO Q) Z cu U co c. en o +-' en c: o 'in "s; Cl) .... -c c: Q) ctJ rtia: -0 .... Q.cu ::St) '+- C'O o~ c: Oc<S :;:;U) C. 0- o ~ -0 _ ctJ ctJ c: ~<C LL~ Q) Q) Z Q) u co a. en ro c: i.L: In I Ashland School District City of Grants Pass Public Safety Office Temple Emek Shalom ~ r- 13 I [3 I=- b. L.. ~-- S&B James Construction The All iance Cave Junction City of Medford Ashland Family YMCA Remodel & Pool Addition ~3 ~3 ~3 ~3 3 3 " "3 "3 3 :>> :>> 3 :t :) :) :>> D Craterian Ginger Rogers Theater Jackson County Crater High School Siskiyou County Juli Dichiro, , Superintendent 541 482.2811 885 Siskiyou Boulevard, Ashland, OR 97520 Chief Joe Henner, Director of Public Safety 541 474.6320 101 NW UA" Street, Grants Pass, OR 97526 Rabbi Marc Sirinsky, 541.488.2909 1800 E. Mat.n Street, Ashland, OR 97520 Mark Von Holle, Vice President 541 826.5668 8425 Agate Road, White City, OR 97503 Chris Mallette, Director, 541 592.5332 535 E. River Street, Cave Junction, OR 97523 Cathie Davis, Deputy City Manager, 541 774.2000 411 W. 8th Street, Medford, OR 97503 Lisa Molnar, Executive Director 541 482.9622 540 YMCA Way, Ashland, OR 97520 Steve McCandless 541 779.8195 23 S. Central Avenue, Medford, OR 97501 Rick Isner, Superintendent of Facilities Maintenance 541 774.6972 10 South Oakdale, Room 501, Medford, OR 97501 Samantha Steele, Director of Education 541 494.6237 451 N Second Street, Central Point, OR 97502 Cheryl Trent, Assistant County Administrator, 530 842.5751 PO Box 750, Yreka, CA 96097 OedenRoemerWilkerson Architecture. AlA Collaborative Approach "- Honest DesIgn fee structure b. L.. I l:re [=- [ r3 r l3 tee breakdown ...--...... --..., ~3 ~.=- ~~ :=- '3 :t .3 '3 :) ',3 =>> :) :) ~ :l .~ j j j :> hourly rate schedule retmbursahle expenses Based on our understanding of the scope of services required for the City Facilities Master Plan & Space Needs Analysis, and in order to provide the City of Ashland with the best possible value for these services, we are pleased to offer the followi ng: Maximum Fee for all services required to complete the tasks included in the Scope of Work: $49,500.00 The Maximum Fee shall be allocated to the following tasks: Time Commitment: · Review and update previous Space Needs Analyses with city staff · Evaluate all City facilities with regard to space usage and proxemics · Prepare programming worksheets (by department) to identify current and future space needs · Identify uses which could be shared or co-located · Conduct Open Houses I Community Meetings to solicit community input · Prepare Space Needs Analysis and Master Plan usi ng information gathered in previous steps · Review Analysis & Master Plan with city staff and Community Facilities Master Plan Committee · Revise Space Needs Analysis & Master Plan based on staff and committee input · Present Space Needs Analysis & Master Plan to City Council, with recommendations for implementation 20 h rs 80 h rs 40 hrs 20 hrs 30 h rs 80 hrs 30 h rs 40 h rs 40 hrs All services will be provided on an Hourly Basis according to the following Rate Schedule: Principal Special Project Coordinator Senior Technical Staff Arch itect I Arch itect II Production I Production II Administration I Administration" $125 $115 $95 $80 $60 $75 $65 $65 $40 The following reimbursable expenses are included in the Maximum Fee: · Long distance telephone calls I fax charges · Printing I copies · Postage / UPS · Travel within Jackson, Josephine and Klamath Counties · Master Plan & Space Needs Analysis materials Olden Roemer Wilkerson Architecture, AlA CollaboratIve Approach Horest Design I ~ I t=- ~ =- =- :8 ~=- ~>> :>> ~.>> :.>> ~>> ~. .=. david wilkerson pr;;:C!Dai prOjects Stewart Meadows Village Master Plan Kids Unlimited Community Center City of Grants Pass Parkway Public Safety Center City of Grants Pass Redwood Public Safety Station Ash land Surgery Center St. Marks Episcopal Church - Alterations & Add ition :. '. . >> . . >> >> . >> >> I) . It . . . " Lofts as Ashland Springs the principals David Wilkerson brings a collaborative. client-focused approach to every project. Architecture has been David's lifelong passion since the age of five, when he was presented with his first set of Li ncol n Logs. Later that same year, he bu i It a tree house with friends, using cast-off construction materials, ingenuity, and a firm belief that nothing is impossible. That belief continues today, and is reflected in his enthusiasm for finding the best solution to every design problem. A strong communicator, David is able to capture the vision of the client's needs, and to translate that vision into a built prOduct through careful coordination of the design process from concept to completion. His experience encompasses a wide range of project types, including churches, financial institutions, government agencies, entertainment facilities, and corporate offices. With over twenty years of varied experience, including practice in Virginia and New York City, David brings a strong grasp of every aspect of professional practice, from programming through design to construction administration. A firm believer that architecture should "give something back" to the community, David is active in many professional and civic organizations, and as a LEED accredited professional is a strong proponent of environmentally sustainable design and development. OedenRoemerWilkerson, AlA CollaboratIve Approach - Horest Design Education University of Virginia, 1985, Bachelor of Science in Architecture, Minor in Architectural History New York University, Graduate Coursework in Real Estate Development & Finance Professional Affiliations LEED Accredited Professional, U.S. Green Building Council President, Long Island Chapter I American Institute of Architects Founder, Virginia Chapter, Architects I Designers I Planners for Social Responsibility Instructor, Hofstra University, Saturday Morning Program for Young People fit ~ kenneth ogden onnc!pai ~>> >> :. :. ... -. . -. . . . . . . t a t t prOjects Medford School District 549c, long range plan Hedrick, MGLoughlin Middle School Modernizations Craterian Ginger Rogers Theater Rogue River Schools Modern izations Southern Oregon University Elderhostel design Rogue Valley Country Club New Synagogue, Temple Emek Shalom ; t t ~ the principals Kenneth J. Ogden emphasizes a collaborative approach with, honest design. Each client's needs and values dictate the evolution of a building from planning to completion. A team player and a skilled communicator, Ken believes design is a group process with everyone involved as a valuable contributor. He leads the architectural team and consultants during all phases of a' project, adeptly guiding the process in the direction it needs to go. Ken's creativity, experience, and talent allow him to anticipate and resolve complex issues associated with project design. As an art student, Ken had a singular passion for, drawing and the composition of space. His transition from fine artist to architect was a natural fit for his skills, insight. and interests. For each new project, Ken spends time contemplating the site to ensure each building element and form come together in harmony with the surrounding environment. He has worked in the field of architecture for 22 years. Ken's specialty areas of expertise are in the programming and design of medical and educational facilities and high-end custom residences. Other areas of experience include civic and government projects, recreation and entertainment facilities, senior housing and multi-family dwellings.' He is active in many professional and civic organ izations. OadenRoemerWHkerson, AlA Collaborative Approach- Honest Design Education Southern California I nstitute of Architecture, 1983, Bachelor of Architecture Architectul1ll Rllistrations Oregon: #3705 California: C-19068 Washington: #7467 ProfessionallCommunity Affiliations Board of Directors, Ashland Rotary Past President, Ashland Family YMCA Advisory Board, Scienceworks Museum Past President, American Institute of Architects, Oregon State Chapter Past President, Southern Oregon Chapter. American Institute of Architects Member, Ashland Schools Citizens Advisory Committee ~ ~ ~ ~. ~. ~. ~-. ~.. ~. ~. . 0'. :. .. . . . . . . . . I . a a t t & james roemer prlnC(pa~ or01Pcts Dorris Elementary School Mercy Medical Center, Mt. Shasta Emergency Room Fairchild Medical Center Emergency Room Hedrick and McLoughlin Middle School Modernizations Butte Valley High School Modern izations Southern Oregon University Madrone Street Housing ~ ~ the principals Jim Roemer excels at designing technically demanding projects requiring the integration of complex client needs with stringent siting, scheduling, and code constraints, all while enriching the relationship between the natural and built environments. He applies an astute understanding of innovative design, sustainable materials and meticulous detailing to maximize each building's value, durability and functional flexibility. Jim takes pride in completing each project phase on schedule and within budget, while fostering a spirit of unity and cooperation among all parties involved with the realization of a design. His ability to stay abreast of the myriad building, accessibility and firellife safety codes is well known within the design and construction communities, and his code expertise is often sought by local developers, contractors and public officials. An avid outdoorsman and traveler, Jim looks to regional building forms and the environment for design inspiration, striving to craft suitably proportioned projects that rest lightly on the landscape. With over 25 years of professional experience, he has managed a wide range of project types including civic centers, health care institutions and educational faci I ities. OadenRoemerWilkerson, AlA Collaborative Approach- Honest Design Education Cornell University, 1983, Bachelor of Architecture Architectul'l' Reaistrltions Oregon: #4066 California: C-18821 Professional Affiliations Vice President. Southern Oregon Chapter, American Institute of Architects Southern Oregon Representative, AlA Code Committee Member, International Code Council Member, Southern Oregon Historical Society Member, National Trust for Historic Preservation . . -. ~. ~. ~. :'. ~. ... ~-. ~. -. .. --. -.. . . . . . . . . . . . . . . . . . peter schmitz. aia jeffrey bender, aia victoria suppo kart krauskopf josh sizemore jason look adam miller rhonda gressett donna root Peter Schmitz is the Special Projects Consultant at OgdenRoemerWilkerson Architecture. A founding partner in 1968, Peter brings more than 40 years of professional experience to the firm. He is an expert at conducting needs assessments, writing project specifications, and supervising construction. Peter is a meticulous coordfnator with the ability to organize large multi-disciplinary teams and facilitate the planning process to best meet each client's needs. - A talented and creative arch itect with more than 15 years of experience, Jeff's work makes tangible the spirit of place and phenomena of life through the craft and science of construction. With each project, he seeks to enrich our experience - drawing inspiration from the poetry and power of the natural world and the possibility of modern building technique. Jeff brings to ORW a great variety of project experience ranging from large airport, museum, and educational work with complex programs and certification requirements (including LEED), to work on smaller commercial and residential projects. Having lived in a variety of environments and climates before moving to Oregon, Jeff believes strongly in the need for a sensitive and sustainable architecture; healthy, inspiring environments that use resources wisely and minimize environmental impact. Victoria is a senior member of our production staff, and brings over 20 years experience with CAD (Computer Aided Design) to our team. Her knowledge of architecture and construction and her attention to detai I and qual ity control are some of her greatest assets and help to maintain the high-level of quality we expect in all of our projects. In addition to her project responsibilities Victoria is our CAD Manager. Her responsibilities include creating and preserving documentation standards and, as well as maintaining our firm's various information technology systems. Karl brings over 30 years of diverse experience to OgdenRoemerWilkerson. His superior technical abilities and an eye for detail help to maintain the integrity of design concepts in the real world of nuts, bolts and splice plates. He is involved in all stages of project documentation, including the preparation and coordination of drawings and specifications. His rigorous attention to detail and quality control assures successful projects. Josh is skilled and enthusiastic and brings more than 5 years of progressively responsible experience to our project team. Josh joined our organization as a junior drafter and has grown to be an experienced document technician with a great interest in architecture and construction and a desire to learn and grow in the profession. Jason is an accomplished Intern Architect who believes in the importance of building responsible and sustainable environments. His enthusiasm for creating buildings for a brighter, greener future is genuine and reflected in his work in the community. A background in film and theatre as well as construction also provides a wealth of experience to draw upon in his design projects. Adam is a talented and eager intern who has joined us in our office from the University of Oregon for the last few summers. He brings 18 years of fine carpentry and cabinetmaking experience, and has taken on a number of project and office responsibilities becoming a valuable member of our team. We all look forward to next summer when he will jOin us as a intern architect and begin his formal internShip and road to professional licensure. Rhonda has more than 20 years of business administration and client service experience and is our marketing coordinator. She brings a great deal of business acumen to our office and makes sure that our organization functions effectively for our team and our clients. Donna recently Joined our firm in the role of Office Manager and Bookkeeper. She has over 15 years experience in accounting, tax preparation and office administration. In addition she possesses a strong proficiency in the computer programs we use on a daily basis to prepare reports and mon itor our cl ient's projects. OldenRoemerWilkerson Architecture. AlA Collaborative Approach Honest Design CITY RECORDER Page 1 / 1 CITY OF ASHLAND 20 E MAIN ST. ASHLAND, OR 97520 (541) 488-5300 2/4/2008 08090 VENDOR: 013014 OGDEN ROEMER WILKERSON ARCHITE 2950 EAST BARNETT ROAD MEDFORD, OR 97504 SHIP TO: Ashland Public Works (541) 488-5587 51 WINBURN WAY ASHLAND, OR 97520 FOB Point: Terms: Net Req. Del. Date: Speciallnst: Req. No.: Dept.: PUBLIC WORKS Contact: Jim Olson Confirming? No Architectural review of the City facilities and space needs analysis. Per attached proposal dated October 16, 2007. 49,500.00 RFP EnQineerinQ services contract: 11/15/2007 BeQinninQ date: 11/15/2007 Completion date: 06/30/2008 Insurance reQuired/On file BILL TO: Account Payable 20 EAST MAIN ST 541-552-2028 ASHLAND, OR 97520 SUBTOTAL TAX FREIGHT TOTAL 49 5 0.00 0.00 0.00 49,500.00 ~ ~S. t. onZ8 Igna ure VENDOR COpy CITY OF ASHLAND PROJECT ACCOUNTING WORKSHEET PROJECT NUMBER (YEAR ~ PROJECT TITLE PROJECT DESCRIPTION Department Project Manager Department Head BUDGET IN FORMAnON Identify fiscal year I potential splits Identify Funding Codes and Funding Code names DESIGN .100 Engineer Name PO COST Change Orders CONSTRUCTION .120 contractor name PO budget estimate bid I contract total changes total $ CONSTRUCTION .120 contractor name PO budget estimate bid I contract total changes total $ PERMIT COSTS (Building Dept) .170 budget estimate final costs 2007181 . ~FACILITIES MASTER PLAN & SPACE NEEDS ANALYSIS Update the Space Need. Analysis; evaluate current and future facilities and space utilization locations t/ith respect to proximity to other departments. Evaluate the physical location of all City Facilities with egard to their current and potential best use, and recommend options for relOcation if necessary. Evaluate duplication of services and identify pros/cons and recommendations for combined uses. Public Works - Engineering Michael Morrison Jr. Paula Brown IFY08 1410.08.24.00.604100 ORW Architecture pending $ 49.500.00 1 2 3 4 $ 49,500.00 Miscelaneous Costs: ~.l' G:Pub-wrkslengldept-adminlengineerlprojec7-18 FacIities Proj Acct Worksheet.xls .-r~...- - ~_.\ ~ CITY OF ASHLAND REQillSITION No. PW - FY 2008 Department PUBLIC WORKS Vendor OGDENROEMERWILKERSON ARC] 2950 E. BARNElT ROAD MEDFORD OR 97504 Account No. 410.08.24.00.604100 Date November 8, 2007 Requested Delivery Date ASAP Deliver To PAULA BROWN Via DAWN LAMB (* Note: Please allow approximately two(2) weeks for delivery on items not generally caried in stored, and approximately two (2) months on printing jobs.) Item No. Quantity Unit Description Use of Purchasing Office Only Unit Price Total Price PO No. Architectural review of the City Facilities & Space needs analysis Per attached proposal $ 49,500.00 for Karl: BID IRFP I EXEMPT: RFP Contract.Start.Date: lS-Nov-07 ContractContpletionDate 6/30/2008 Insurance>on file:.IYES>. .INO ProjectNo: 2007-18.100 Job No. Unit No. I hereby certify that the above items are necessary for the operation of this department and are budgeted Issued By Date Received By ~~, G:\pub-wrks\eng\dept-admin\ENGINEER\PROJECT\2007\07 -.18 ORW Facility Req 11 07.xls CERTIFICATIONS OF REPRESENTATION Contractor, under penalty of perjury, certifies that: (a) The number shown on this form is its correct taxpayer ID (or is waiting for the number to be issued to it; and (b) Contractor is not subject to backup withholding because (i) it is exempt from backup withholding or (ii) it has not been notified by the Internal Revenue Service (IRS) that it is subject 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. Contractor further represents and warrants to City that (a) it has the power and authority to enter into and perform the work, (b) the Contract, when executed and delivered, shall be a valid and binding obligation of Contractor enforceable in accordance with its terms, and (c) The work under the Contract shall be performed in accordance with the highest professional standards, and (d) Contractor is qualified, professionally competent and duly licensed to perform t~e work. Contractor also certifies under penalty of perjury that ~s business is not in violation of any Oregon tax laws, and ~ is a corporation authorized to act on behalf of the entity designated above and authorized to do business in Oregon or is an independent contractor as defined in the contract documents, and has checked four or more of the following criteria: ,/ (1) I carry out the labor or services at a location separate from my residence or is in a specific portion of my residence, set aside as the location of the business. \/' (2) Commercial advertising or business cards or a trade association membership are purchased for the business. X (3) Telephone listing is used for the business separate from the personal residence listing. ~ (4) Labor or services are performed only pursuant to written contracts. ~(5) Labor or services are performed for two or more different persons within a period of one year. ./' (6) I assume financial responsibility for defective workmanship or for service not provided as evidenced by the ownership of performance bonds, warranties, errors and omission insurance or liability insurance relating to the labor or services to be provided. --- ~,,~ Contractor --11,U"~J Date G:\pub-wrks\eng\dept-admin\ENGINEER\PROJECT\2007\07-18 ORW Contract Docs 11 07.doc