HomeMy WebLinkAbout2008-069 Contract - Fitzgerald, Kimberli
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: Kimberti Fitzgerald
CONTACT: Kimberli Fitzgerald
ADDRESS: 7456 SW Baseline Rd, #414, Hillsboro, OR
97123
TELEPHONE: 503.351.7578
DATE AGREEMENT PREPARED: 4.21.08
BEGINNING DATE: 5.5.08
COMPENSATION: 10,847.00
FAX: 509.214.5428
COMPLETION DATE: 9.30.08
-1
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SERVICES TO BE PROVIDED: Evaluation of Historic Preservation P ram
ADDITIONAL TERMS: See attached timeline and fee proposal.
FINDINGS:
Pursuant to AMC 2.52.040E and AMC 2.52.060. after reasonable inquiry and evaluation, the undersigned Department
Head finds and determines that: (1) the services to be acquired are personal services; (2) the City does not have
adequate personnel nor resources to perform the services; (3) the statement of work represents the department's plan for
utilization of such personal services; (4) the undersigned consultant has specialized experience, education, training and
capability sufficient to perform the quality. quantity and type of work requested in the scope of work wtthin the time and
financial constraints provided; (5) the consultant's proposal will best serve the needs of the City; and (6) the
compensation negotiated herein is fair and reasonable.
NOW THEREFORE, in consideration of the mutual covenants contained herein the CITY AND CONSULTANT AGREE as
follows:
1 . Findings I Recitations. The findings and recitations set forth above are true and correct and are incorporated herein
by this reference.
2. All Costs by Consultant: Consultant shall, at Its own risk and expense, perform the personal services described
above and, unless otherwise specified, furnish all labor, equipment and materials required for the proper performance
of such service.
3. Qualified Work: Consultant has represented, and by entering into this contract now represents. that all personnel
assigned to the work required under this contract are fully qualified to perform the service to which they will be
assigned in a skilled and worker-llke manner and, If required to be registered, licensed or bonded by the State of
Oregon, are so registered. licensed and bonded.
4. Completion Date: Consultant shall start performing the service under this contract by the beginning date indicated
above and complete the service by the completion date indicated above.
5. Compensation: City shall pay Consultant for service performed, including costs and expenses, the sum specified
above. Once work commences, 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.
6. Ownership of Documents: All documents prepared by Consultant pursuant to this contract shall be the property of
City.
7. Statutory Requirements: ORS 279C.505, 279C.515, 279C.520 and 279C.53O are made part of this contract.
8. Living Wage Requirements: If the amount of this contract is $17,342 or more, Consultant is required to comply with
chapter 3.12 of the Ashland Municipal Code by paying a living wage, as defined in this chapter, to all employees
performing work under this contract and to any Subcontractor who performs 50% or more of the service work under
this contract. Consultant is also required to post the notice attached hereto as Exhibit B predominantly in areas where
it will be seen by all employees.
9. Indemnification: Consultant agrees to defend, indemnify and save City, Its officers, employees and agents harmless
from any and all losses, claims, actions, costs. expenses, judgments, subrogatlons, 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, Consultanfs 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, subrogatlons,
actions costs, 'ud ments. or other dam , dl ,solei ,and ximatel caused b the . nce of Cit .
Contract for Personal Services, 0312412008, Page 1 of 10
10. Termination:
a. Mutual Consent. This contract may be terminated at any time by mutual consent of both parties.
b. 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.
c. For Cause. City may terminate or modify this contract, in whole or in part, effective upon delivery of
written notice to Consultant, or at such later date as may be established by City under any of the following
conditions:
i. If City funding from federal, state, county or other sources is not obtained and continued at levels
sufficient to allow for the purchase of the indicated quantity of services;
Ii. If federal or state regulations or guidelines are modified, changed, or interpreted in such a way
that the services are no longer allowable or appropriate for purchase under this contract or are
no longer eligible for the funding proposed for payments authorized by this contract; or
iii. If any license or certificate required by law or regulation to be held by Consultant to provide the
services required by this contract Is for any reason denied, revoked, suspended, or not renewed.
d. For Default or Breach.
i. Either City or Consultant may terminate this contract in the event of a breach of the contract by
the other. Prior to such termination the party seeking termination shall give to the other party
written notice of the breach and intent to terminate. If the party 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 the 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.
ii. Time is of the essence for Consultant's performance of each and every obligation and duty under
this contract. City by written notice to Consuttant of default or breach may at any time terminate
the whole or any part of this contract if Consultant fails to provide services called for by this
contract within the time specified herein or in any extension thereof.
Iii. The rights and remedies of City provided in this subsection (d) are not exclusive and are in
addition to any other rights and remedies provided by law or under this contract.
e. ObliaationlLiabilitv of Parties. Termination or modification of this contract pursuant to subsections a, b, or
c above shall be without prejudice to any obligations or liabilities of eitl:ler party already accrued prior to such
termination or modification. However, upon receiving a notice of termination (regardess whether such notice is
given pursuant to subsections a, b, cord of this section, Consultant shall immediatefy cease all activities under
this contract, unless expressly directed otherwise by City in the notice of termination. Further, upon termination,
Consultant shall deliver to City all contract documents, information, works-in-progress and other property that are
or would be deliverables had the contract been completed. City shall pay Consultant for work performed prior to
the termination date if such work was performed In accordance with the Contract.
11. Independent Contractor Sbltus: Consultant is an independent contractor and not an employee of the City.
Consultant shall have the complete responsibility for the performance of this contract. Consultant shall provide
workers' compensation coverage as required In ORS Ch 656 for all persons employed to perform work pursuant to
this contract. Consuttant is a subject employer that will comply with ORS 656.017.
12. Assignment and Subcontracta: Consultant shall not assign this contract or subcontract any portion of the work
without the written consent of City. Any attempted assignment or subcontract without written consent of City shall be
void. Consultant shall be fully responsible for the acts or omissions of any assigns or Subcontractors and of all
persons employed by them, and the approval by City of any assignment or subcontract shall not create any
contractual relation between the assignee or subcontractor and City.
13. Default. The Consultant shall be in default of this agreement If Consultant: commits any material breach or default
of any covenant, warranty, certification, or obligation it owes under the Contract; its QRF status pursuant to the QRF
Rules or loses any license, certificate or certification that is required to perform the Services or to qualify as a QRF if
consultant has qualified as a QRF for this agreement; institutes an action for relief in bankruptcy or has instituted
against it an action for insolvency; makes a general assignment for the benefit of creditors; or ceases doing business
on a regular basis of the type identified In its Obligations under the Contract; or attempts to assign rights in, or
delegate duties under, the Contract. C' /, /
14. Insurance. Consultant shall at its own expense provide the following insurance: ~ c5j/ ~ /cJdl '
a. w-.I....... CElfftll,c...oo.ti..I\ iASyraFlee i" ee""liaAC:8 vJith ORS 656.9-1-1, whitoh *lLli.. subjeGt .mpl~ to
prC?vide Orege" WOlkeJ$' \NJllpenssnon coverage for all tltdh DUbjv..l werkeF6
b. Professicmal Liabilltv insurance with a combined single limit, or the equivalent, of not less than Enter one:
$200,000, $500,000, S1.000.000. $2,000,000 or Not Applicable for each claim, incident or occurrence. This Is to
cover damages caused by error, omission or negligent acts related to the professional services to be provided
under this contract.
c. General Liabilitv Insurance with a combined single limit, or the equivalent, of not less than Enter one:
$200,000, $500,000, S1.000.000, $2,000,000 or Not Applicable for each occurrence for Bodily Injury and Property
Dama e. It shall Include contractualliabil covers for the indemn' vided under this contract.
Contract for Personal Services. 0312412008, Page 2 of 10
d. Automobile Liability Insurantje with a combfned single IImif;'or the equivalent, of not less than Enter one:
$200,000, $500,000, 11.000.000, or Mot Applicable for each accident for Bodily Injury and Property Damage,
including coverage for owned. hired or non-owned vehicles, as applicable.
e. Notice of cancellation or chanae. There shall be no cancellation, material change, reduction of limits or
intent not to renew the insurance coverage(s) without 30 days' written notice from the Consultant or its insurer(s) to
the City.
f. Addltionallnsured/CertlfIcates of Insurance. Consultant shall name The City of Ashland, Oregon, and its
elected officials, officers and employees as Additional Insureds on any insurance policies required herein but only
with respect to Consultanfs services to be provided under this Contract. As evidence of the insurance coverages
required by this Contract, the Consultant shall fumlsh acceptable Insurance certificates prior to commencing work
under this contract. The certificate witl specify all of the parties who are Additional Insureds. Insuring companies
or entities are subject to the City's acceptance. If requested, complete copies of insurance policies; trust
agreements, etc. shall be provided to the City. The Consultant shall be financially responsible for all pertinent
deductibles, self-insured retentions and/or self-insurance.
15. Governing Law; Jurisdiction; Venue: This contract shall be governed and construed in accordance with the laws
of the State of Oregon without resort to any jurisdiction's conflict of laws, rules or doctrines. Any claim, action, suit or
proceeding (collectively, "the c1aim-) between the City (and/or any other or department of the State of Oregon) and
the Consultant that arises from or relates to this contract shall be brought and conducted solely and exclusively within
the Circuit Court of Jackson County for the State of Oregon. If, however, the claim must be brought in a federt1ll
forum, then it shall be brought and conducted solely and exclusively within the United States District Court for Vle
District of Oregon filed in Jackson County, Oregon. Consultant, by the signature herein of its authorized
representative, hereby consents to the in personam jurisdiction of said courts. In no event shaH this section be
construed as a waiver by City of any form of defense or immunity, based on the Eleventh Amendment to the United
States Constitution, or otherwise, from any claim or from the jurisdiction.
16. THIS CONTRACT AND ATTACHED EXHIBITS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN THE
PARTIES. NO WAIVER, CONSENT, MODIFICATION OR CHANGE OF TERMS OF THIS CONTRACT SHALL
BIND EITHER PARTY UNLESS IN WRITING AND SIGNED BY BOTH PARTIES. SUCH WAIVER, CONSENT,
MODIFICATION OR CHANGE, IF MADE, SHALL BE EFFECTIVE ONLY IN THE SPECIFIC INSTANCE AND FOR
THE SPECIFIC PURPOSE GIVEN. THERE ARE NO UNDERSTANDINGS, AGREEMENTS, OR
REPRESENTATIONS, ORAL OR WRITTEN, NOT SPECIFIED HEREIN REGARDING THIS CONTRACT.
CONSULTANT, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE, HEREBY ACKNOWLEDGES THAT
HE/SHE HAS READ THIS CONTRACT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND
CONDITIONS.
17. NonapproprlatJona Clauae. Funds Ava~able and Authorized: City has suffICient funds currently available and
authorized for expenditure to finance the coats of this contract within the City's flscaJ year budget. Consultant
understands and agrees that City's payment of amounts under this contract attributable to work performed after the
last day of the current fiscal year Is contingent on City appropriations, or other expenditure authority sufficient to allow
City in the exercise of its reasonable administrative discretion, to continue to make payments under this contract. In
the event City has insufficient appropriations, limitations or other expenditure authority, City may terminate this
contract without penalty or liability to City, effective upon the delivery of written notice to Consultant, with no further
liability to Consultant.
Certification. Consultant shall s n the certification attached hereto as exhibit A and herein incor orated b reference.
CONSULTANT CITY OF ASHLAND:
BY BY L#.. ~
FINANCE DI~
TITLE
Jh;,f(;n c
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IT L#2-Iw:..h ,,'/1
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r /'!!'t<A~r DA~-
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C
By:
DATE
Lj- 25- 08
:.;Cl It:ito - ih>",
ACCOUNT #
/r t7 .c c; ;L 7 00 6' {CJ '7& C;
(For City purposes only)
Y;;I tJ if; r ~ "7 f
v
Federal 10#
Contract for Personal Services, 0312412008, Page 3 of 10
I-comPleted W9 form must be submitted wtlh oontract
Contract for Personal Services, 03124/2008. Page 4 of 10
PURCHASE ORDER #
tJff?P71
EXHIBIT A
CERTIFICATIONSIREPRESENTATIONS: Contractor, under penalty of pe~ury, certifies that (a) the
number shown on the attached W-9 form is its correct taxpayer 10 (or is waiting for the number to be
issued to It and (b) Contractor Is not subject to backup withholding because (i) it is exempt from
backup withholding or (Ii) it has not been notified by the Intemal 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, (c) the work under the Contract shall be performed in
accordance with the highest professional standards, and (d) Contractor is qualified, professionally
competent and duly licensed to perform the work. Contractor also certifies under penalty of pe~ury
that its business Is not in violation of any Oregon tax laws, and it is a corporation authorized to act on
behalf of the entity designated above and authorized to do b\Jsiness in Oregon or is an independent
Contractor as defined in the contract documents, and has checked four or more of the following
criteria:
v (1) I carry out the labor or services at a location separate from my residence or is in a
specific portion of my residence, set aside as the location of the business.
(2) Commercial advertising or business cards or a trade association membership are
purchased for the business.
(3) Telephone listing Is used for the business separate from the personal residence listing.
v' (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.
(Date)
Contract for Personal Services, 0312412008, Page 5 of 10
to A L,/
4 #13:L:?~'
Form W-9
(Rev. Octob. 2007)
LJeoarHoent (JIll1+;> Treasu'f
JnOOfflaJ RO\lar',l..Ie Servi('-o
Req....t for Taxpayer
IdentlflcMIon Number .net Certification
GIN form 10 the
........... Do not
..nd 10 the IRS.
Name (u -'-" on your In_ llIX _)
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Check epproprlet. box: IE!- IndIvIclUllU80le ptcplelor 0 Ccrporlllon 0 PwWweHp
o Umlled IIIbIIty compeny. Em. the llIX clNelIlcelIor, ~.rdecl erlIIy. ~. P"9(111nerIl'llp) ..
o Other (I" Inltructionl) ..
Addr_ (numb.. street. and apl (~ au~. no)
14 s <.c S\/0 13("~1 (\J(...
City. IUlte, C1nd ZIP code
lt1' k. I.')"'V <'<"2
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o Exempt
pay..
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~'....... """ ecIdr_ (oplIona'
ImII Taxpayer ldentlftc~~f\lumber (!IN)
8l1er yOU' TIN In lhe eppropriate box. The TIN provided mutt match the name given on Line 1 to avoid SD....I -cutty numI>e.
backup wllhholdlng. For Indlvidualt, thl. Ie your eoclel HCU1ty runb<< (88N). However, for a retl<lent C 0 l (c (c \ :; E:. c\ i
allen, tOle proprletor. or dI.regarded entity, He the Pert Ilnetructlone on page 3. For 0Iher entItl... It I.
yOU' employer ldentlflcatlon runber (EIN). If you do not heve a numb<<, _ How to get a 77N on ~ 3.
Note. II the eccount Is in more lhen ons neme, _ tha chart on page 4 for guldellne. on whose
numb<< to enter.
IiIJIIII Certification
Under panallle. of peljury, I carllly lhst:
1 The number shown on thI. form Is my correct t8lCpayer Identification numb<< (or I am wailing for a nunbar to be laeuad to ma), and
2. I am not subject to backup withholding b8C8lJH: (a) I am ex~t from backup withholding, or (b) I hew not been notiftacl by tha Internal
Revenue 8ervtce (!AS) lhet I 1m lUbJect to backup wtthhold~g .. s result of a fllilura to report alllnt...... Of divldend8, or (c) lha IRS h..
notlflacl me thlIt I am no longer -*'tact to backup withholding, and
3. I am a u.e oltlzen or other u.e. partOn (cIelInacl below).
Cartlftclltlon Irmruotlona. Vou mutt croa. cut Item :2 lbove If you heve been ncllfI:' the IRS that you are Cl.rnIf1tly ujecl to backup
Withholding b_UH you hava fallad to report allnter... lI'ld dviclencls on yOU' tax . For real Ht81a tranaaotlone, Item 2 does not IPPly.
For mortgage Inter'" paid, acquleltlon or abIndonment of llCUI'acI prcperty, canceIIa 01 cIebt, contrlbutlonl to lIIllnc:llvtdual retirement
arrangement (IRA>, anc:I g_reIly, payment. oth<< than lnterHt end diviclenclt, you ara not requiracl to Bign the Certification, but you rTaltt
provlde your correct TIN. e.. tha Instructlone on page 4.
Of'
EmplDye. ldentifioation _be.
Sign
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General Instruc one
Section referencee we to the Internal Revenue Code un...
otherwise noted.
Purpose of Form
A ptr80n who is required to file an Inlorrretlon retum with the
IRS nut obtain your correct taxpayer lcIentlflcllllon number (TIN)
to report, fO/' exaf11)Ie, Inc~ paid to you, r..' "'ate
transactions, mortgage InterNI you paid, acqul.ltlon 0/'
abanc:lonment of HC....ed property, cancellation or debt, 0/'
contribution. you rrede to an IRA.
Use Form W-9 only If you we a U.S. person (including a
resident alien), to provide yo.... cO/'rect TIN to the pll'son
requesting It (the requetter) and, when applicable, to:
1. Certify that the TIN you are giving Ie correct (or you are
waiting for a nunW to be ltaued),
2 Certify that you w, not subject to backup withholding, or
3. Claim exemption from backup withholding If you Ir' a U.S.
'X8f11)t payee. If appllcab'-, you w, alto certifying ttIIt a. a
U.S. person, yOU' allocable .hIr, or any ptrtnerthlp Income tram
a U.S. trade or bU8lnHI la not .ubjlcl to the withholding tax on
foreign plriners' share or effectively connectld 1ncomI.
N-. If a reqUMter gives you a form othar thin Form W-e to
request yOU' TIN, you nut UN the reqUll!lr's form If It It
eubstantlally slmfw to this Form W-9.
Delnlllon of . U.s. person. For fecleral tax plM'poses, you are
consldered a U.S. person If you we:
a An Inc:llvlclual who Is a U.S. citizen 01' U.S. resld8nl allen,
a A pwtrwshlp, corporation, company, or association created or
organlzlld In the United States or under the laws of the United
Stat..,
e An estate (other than a foreign estate). or
e A domestic trust (ae dlfln8d In Regulations section
301.7701-n.
IpeoIaI rulee tor ~ Partnerships that conduct a
trade or bullneas In the United Stat.. we ~altt requi'ecI to
pay a withholding tax on any foreign plriners' share of Income
from euc:h business FlI1her. In certain C888S where a Form W-9
hu not been received, a partnership Ie requi'ed to pres~ that
a ptrtner II a foreign person, and pay the wlhholdlng tax.
Therefor" If you we a U.S. person that Is a partner in a
partnership conduct Ing a tracll or busl.... In the Unltecl StatlS,
provld, Form W-9 to the partnership to Ittabllsh yo1M' U.S.
status and avoid withholding on yo.... ehare 0/ partnerehlp
Income.
The person who gives Form W-9 to the partnership for
plM'pclMS of lIIablishing lis U.S. status and avoiding withholding
on ItlI allocable ttw, or net Income from the partnerehip
conducting a trade or buslnlae In the United states 18 in the
following CUll:
a The U.S. owner 0/ a dlwega-dId entity and not the entity.
c.t. No. 1W1X Fam W-8 (Rev. 10-2007)
Contract for Personal Services, 03/24/2008, Page 6 of 10
IVIClY l<t UO \.10: I fp
IVIIKt: HALL IN'=> Alif,; Y INf,;
b(J;jQ4()3906
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CERnF~TEOFINSURANCE
181 STATE FARM FIRE AND CASUAlTY COMPANY, Bloominglon, llros
o STATE FARM GENERAL INSURANCE COMPANY. Bloomington, lIinois
o STATE FARM FIRE AND CASUAlTY COMPANY, Aurora. Ontario
o STATE FARM FLORIDA INSURANCE COMPANY, Winter Haven. Florida
o STATE FARM LLOYDS. Dallas, Texas
irnues the following policyholder for the coverages indicated below:
PoicyhoIder FITZGERALD, KIMBERLI
~
This certifies that
Address ofpofJCyholder 6381 58 HElKE CT HILLSBORO, OR 97124
Location of operations
Description of operation$
The policies hied below hcMt been issued 10 1tle poIcyholder b 1he poley periods shown. The insurance desaIJed in these pdlCies is subject
10 aI the terms. excIusiona, and OOllditiollS at those poides. The 1mb of liability shown may have been reduced by any paid daims.
POLICY PERIOD LIMITS OF LlABIUTY
POLICY NUMBER TYPE OF INSURANCe Effectivoe Dabt : ExpinatIcln Data (at beginning of pol'tcy period)
Comprehensive . BODILY INJURY AND
97-ES-4935-6 Bu8ineas Uabiity C5/04/08 : D5/DC/OB PROPERTY DAMAGE
~.-.._--._--~--.~~....-._.__. -~._----._-----_..--..--.-. ---.....--.--..__1.__.______..___.__
This insurance inckJdes: Products - Completed Operations
o Contractual Liability Each Occurrence $ 10OOCOO
o Pets.onal Injury
o Advertising Injury General Aggregate $ 2000000
0
0 ProductB - Completed $ 2000000
0 Operations Aggregate
POLICY PERIOD BOOIL Y INJURY AND PROPERTY DAMAGE
EXCESS lIABILITY Effectiye"'" : 0IlI8 (Combined Single Llmit)
o Umbrela : Each Occurrence $
o Other : Aggregate $
POUCY PERIOD Part I - Workers Compensation - Statutory
Effective Date : Elcpirlllion Date
WOOters' Compensation Part II - Employers Liability
and Employers liability Each Accident S
, Disease - Each Employee S
, Disease - Policy limit $
POLICY PERJOO UM1TS OF UABlLlTY
POLICY NUMBER TYPE OF INSURANCE Effectfve Datil : . on. (at beginning of policy period)
:
:
THE CERTIFICATE OF INSURANCE IS NOT A CONTRACT OF INSURANCE AND NEITHER AFFIRMATIVELY NOR NEGA nVEL Y
AMENDS, EXTENDS OR ALTERS THE COVERAGE APPROVED BY AMY POLICY DESCRIBED HEREIN.
Name and Address of Certificate Holder
If any of the desctbed poJicies ale canoefed befcre
their expiJation dare. Stale Farm wi1I try 10 mal a
written notice 10 tie ce.~ holder 30 days bebe
canceIIaIion. If howeYer. we . mail sud"I noIice.
no obligation or Iiabi wil on Farm
or its
\
SignaWra of
AGENT
TII&
HIKE HALL
A;ent Name
Telephone Number 503.648.1514
I AQent's Code Stamp
Agent Code 9570
AFOcoo. F475
05/14 lOa
0IiIte
558-9D4 a.6 Prirtlllld In U.SA Re.. ~2OOll
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City of Ashland
Proposal for Evaluation of Historic Preservation Program
Timeline and Fee Proposal:
Existing Data Collection and Evaluation
May 1, 2008 - May 15, 2008
10 hours
Initial meeting with staff. Collect available context statements, existing historic and
cultural resource information, design standards and ordinances for the City of Ashland
Obtain map (both paper and digital) of study area within the City of Ashland
Interview city staff about existing processes, number and type of reviews, identify needs
and priorities
Photograph typical streetscapes in Ashland
Gather Public Input
May 15 - May 31,2008
15 hours
Develop questionnaire for City staff to distribute to representatives of the identified
stakeholders, including the Historic Commission, to gather feedback regarding the
existing preservation programs in Ashland.
Develop Goals & Priorities
June 2008
20 hours
Initial Meeting with Ashland Historic Commission (June Meeting)
Evaluate current preservation program, design standards, processes and incentive
programs. Compare to other existing CLG programs in the State of Oregon.
Kimberli Fitzgerald
Phone: 503.351-7578
k i m x fi tz@gmail.com
7456 SW Baseline Rd, #414.
Hillsboro, OR 97123
Fax: 509.214.5428
http://kimfitzera I d. net
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Develop Alternatives
July 2008
15 hours
Collect, evaluate and summarize questionnaires. Meet with staff to review results of
questionnaire. Consider development and distribution of follow-up questionnaire or
informational interviews.
Based upon input collected from the public develop alternative solutions to the identified
needs for the identification & treatment of historic properties within Ashland.
Present Alternatives & Draft Final Report
August 2008
45 hours
Present alternatives to the Ashland Historic Commission, receive direction from the
Commission and the Ashland city staff (August meeting)
Draft Final Report, present to City staff for revisions.
The report will include the following sections:
I. Existing Preservation Program
-Summary of the history and development of Ashland
-Number and type of Historic Resources (map included)
-Land Use Review Process
-Number and type of reviews; staff time utilized; Commission time utilized
-Design Standards
-Within Historic Districts
-Single Family/Commercial
-Historic Commission size and qualifications
-Current programs utilized (CLG, Preserve America etc); including # of property
owners currently enrolled in the Special Assessment program; Identify any local
incentive programs.
Kirnberli Fitzgerald
Phone: 503.351-7578
kirnxfi tz@grnail.com
7456 SW Baseline Rd, #414.
Hillsboro, OR 97123
Fax: 509.214.5428
http://kirnfjtzera I d. ne t
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II. Needs Assessment
-Summary of results of questionnaire
-Questionnaire distributed to stakeholders
-Identified strengths of the existing preservation program
-Identified weaknesses/issues with existing preservation program
-Summary of needs identified by City staff and HLC Members
-Summary of needs identified by consultant
III. Proposed Alternative Solutions and Recommended Changes
-Summary of proposed alternative solutions and recommended changes
submitted to the Historic Commission for their consideration; including but not
limited to recommendations for changes to existing processes, design
standards, code language and the Historic Commission
-Direction given by the Historic Commission and/or staff
IV. Phasing plan
-Recommended phasing plan, including suggested tasks, potential funding
sources and timeline.
Meet with City staff to review the draft report. Make necessary revisions as required.
Present Final Report at Joint Study Session Between the Historic Commission and
Planning Commission. (August 26th)
Kirnberli Fitzgerald
Phone: 503.351-7578
kirnxfi tz@grnail.com
7456 SW Baseline Rd, #414.
Hillsboro, OR 97123
Fax: 509.214.5428
http://kirnfj tzera I d. ne t
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Prepare & Present Final Report
September 2008
15 hours
Make any necessary changes as recommended by staff, present final report in electronic
format to City staff for submittal to SHPO by September 30, 2008.
Summary of Expenses
Hours: 120 hrs
Rate: $75hour
Total Fees: $9,000
Travel:
5 tri ps
578 miles at .445: $257.21
X5
$1,286.05
Lodging:
5 nights at $100jeach:
$500
$60
City of Ashland Business License:
Total Expenses:
$1,846.05
Total:
$10,846.05
Kimberli Fitzgerald
Phone: 503.351-7578
kimx fi tz@gmail.com
7456 SW Baseline Rd, #414.
Hillsboro, OR 97123
Fax: 509.214.5428
http://kimfitz era I d. ne t
r.,
CITY OF
ASHLAND
20 E MAIN ST.
ASHLAND, OR 97520
(541) 488-5300
CITY ~:u:rn'1un ER
I I .......v"...... .
Page 1 / 1
DATE
5/1 5/2008
PO NUMBER
08279
VENDOR: 013222
FITZGERALD, KIMBERLI
7456 SW BASELINE ROAD #414
HILLSBORO, OR 97123
SHIP TO: Ashland Planning Department
(541) 488-5305
51 WINBURN WAY
ASHLAND, OR 97520
FOB Point:
Terms: Net
Req. Del. Date:
Speciallnst:
Req. No.:
Dept.: COMMUNITY DEVELOPMENT
Contact: Adam Hanks
Confirming? No
Quantity . Unit DescriDtlon Unit Price Ext. Price
Evaluation of Historic Preservation 10,847.00
ProQram
Per attached Timeline and Fee Proposal
Contract for Personal Services
Date of aQreement 04/21/2008
BeQinninQ date: 05105/2008
Completion date: 09/30/2008
SUBTOTAL 10847.00
BILL TO: Account Payable TAX 0.00
20 EAST MAIN ST FREIGHT 0.00
541-552-2028 TOTAL 10,847.00
ASHLAND, OR 97520
AccollntNumber Project Number Amount Account Number Project Number Amount
E 110.09.27.00.61070( 10 847.00
I
-/
~ ~~,~:.~(/
VFNnOR r.opy
A request for a Purchase Order
REQUISITION FORM
CITY OF
ASHLAND
S/7/0fJ
THIS REQUEST IS A:
o Change Order(existing PO #
Date of Request:
Required Date of Delivery/Service:
Km /'~I'/,> H"2"~d/J
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Vendor Name
Address
City, State, Zip
Telephone Number
Fax Number
Contact Name
SOLICITATION PROCESS
Small Procurement
o Less than $5,000
o Quotes (Optional)
Sole Source
o Written findings attached
o Quote or Pro sal attached
CooDerative Procurement
o State of ORJWA contract
o Other government agency contract
o Copy of contract attached
o Contract #
o Invitation to Bid
(Copies on file)
~ Reauest for ProDosal
(Copies on file)
Soeciall ExemDt
Written findings attached
Quote or Pro sal attached
Emeraencv
Written findings attached
Quote or Pro sal attached
Intermediate Procurement
o (3) Written Quotes
(Copies attached)
Description of SERVICES
Sa4.4flo", .1' )/:rfo,/c ,q.~.r.v-V'4-II~",
Total Cost
,4., 1'0"",
I}? Per attached PROPOSAL
$
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Item # Quantity
Unit
Description of MATERIALS
Unit Price
Total Cost
0 TOTAL COST
Per attached QUOTE
Project Number ______ - ___ $
Account Number ./!C!- ~-~"! -!! - ~J_~?'!o
. Items and services must be charged to the appropriate account numbers for the financia/s to reflect the actual expenditures accurately.
By signing this requisition form, I certify that the information provided above meets the City of Ashland public contracting requirements,
aMUw~can;:;;Lreq_. "= L
Employee Signature: Supervisor/Dept. Head Signature:
~ ,
G: FAp,anceIProcedureIAPlFonnslB_Requisition form revised.doc
Updated on: 517/2008