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Energy Trust Of Oregon ~ 32400046 ~ Tigard FEMA Resiliency Initiative CITY OF TIGARD - CONTRACT SUMMARY & ROUTING FORM Contract Overview Contract/Amendment Number: 32400046 Contract Start Date: 12/21/2023 Contract End Date: 2/29/2024 Contract Title: Tigard FEMA Resiliency Initiative Contractor Name: Energy Trust of Oregon Contract Manager: Gary Pagenstecher Department: CD Contract Costs Original Contract Amount: $29,280.00 Total All Previous Amendments: n/a Total of this Amendment: n/a Total Contract Amount: $29,280.00 Procurement Authority Contract Type: Revenue agreement Procurement Type: n/a Solicitation Number: n/a LCRB Date: n/a Account String: Fund-Division-Account Work Order – Activity Type Amount FY 24 1000000-48000 $29,280 FY FY FY FY Contracts & Purchasing Approval Purchasing Signature: Comments: Receiving payment from Energy Trust. Originally signed draft by mistake which is why final version is executed after completion. DocuSign Routing Route for Signature Name Email Address Contractor Michael Colgrove Sent by Energy Trust City of Tigard Kenny Asher Kennya@tigard-or.gov Final Distribution Contractor Jeni Hall Jeni.Hall@energytrust.org Project Manager Gary Pagenstecher garyp@tigard-or.gov Project Manager Buyer Rosie McGown Rosie.mcgown@tigard-or.gov Page 1 of 5 Independent Contractor Agreement Contract #3844 This Independent Contractor Agreement ("Agreement") is by and between Energy Trust of Oregon, Inc. ("Energy Trust") and the Contractor identified in Section A below ("Contractor") effective as of December 21, 2023. In consideration of the mutual promises stated in this Agreement, Energy Trust and Contractor agree as follows: Section A: Contractor Information Contractor (Legal Name as Shown on Tax Return) City of Tigard, c/o Gary Pagenstecher, Project Manager Address 13125 SW Hall Blvd City Tigard State OR Zip 97116 Phone 503.956.9430 Email: garyp@tigard-or.gov Section B: Engagement of Services Contractor (“Contractor” or “City of Tigard”) is hereby engaged by Energy Trust as an independent contractor to provide the consulting services as set forth in the attached Exhibit A: Statement of Work (collectively the "Services"). Contractor will provide its own equipment, supplies, and materials as needed at its own expense. The specific time and place that Contractor chooses to prov ide the Services are in Contractor's sole discretion and control. Contractor will use all reasonable efforts to complete requested Services in a timely manner in accordance with the timeframes provided by Energy Trust. Section C: Term and Termination This Agreement shall be effective from December 21, 2023, through February 29, 2024, unless terminated earlier in accordance with this Section B. Either party may terminate this Agreement for any reason upon ten (10) business days’ advance written notice to the other. Notice of termination shall not affect Contractor's right to be otherwise paid for Services rendered prior to termination. Section D: Compensation and Invoicing Firm Fixed Price: Contractor will be paid a firm fixed price amount Contractor will be paid to perform the defined set of Services (see Exhibit A) for a fixed amount of money, regardless of actual labor hours or expenses payable as follows as set forth below. Contractor's fixed price amount of $29, 280 shall only be payable upon execution of this Agreement. Invoicing shall be submitted not later than the 10th day of the next calendar month following execution of this Agreement, Contractor will send invoice to: accountspayable@energytrust.org. The invoice must include a reference to the Contract Number of this Agreement. Failure to deliver required conditions for payment may result in delay or withholding of payment. Section E: Additional Terms and Conditions 1. Relationship of the Parties: Contractor is an independent contractor, and this Agreement is not intended to form a partnership or joint venture between the parties. Contractor and any person or entity performing services on Contractor's behalf, including but not limited to Contractor's employees, agents, affiliates, subsidiaries, and subcontractors (collectively "Contractor's Personnel") are and will be either independent contractors of Contractor or Contractor's employees, and are not employees or agents of DocuSign Envelope ID: 4221012E-B5CA-4AD5-906C-B818B4081953DocuSign Envelope ID: 7080B0B6-0E71-45EF-92A3-42352A82D65DDocuSign Envelope ID: 919C4F95-D581-45D4-BD40-3AF5069796FB Page 2 of 5 Energy Trust. Neither Contractor nor any of Contractor's Personnel are entitled to participate in any benefit program provided by Energy Trust to its employees, including without limitation any social security, unemployment insurance or workers' compensation benefits. Contractor is solely responsible for payment of compensation to its Contractor's Personnel and will withhold and timely pay to appropriate authorities all taxes, contributions, and assessments imposed or required under all laws with respect to payments made to Contractor's Personnel. Contractor certifies that (a) it is free from direction and control in connection with the performance of the Services, both under this Agreement and in fact; (b) the Services are outside the usual course of business of Energy Trust; and (c) Contractor is customarily engaged in an independently established trade, occupation, profession or business of the same nature as that involved in providing the Services. 2. Access to Records: Contractor shall maintain books, records, documents, and other evidence and accounting procedures and practices sufficient to reflect properly all costs of whatever nature claimed to have been incurred and anticipated to be incurred in the performance of the Agreement. Energy Trust and its duly authorized representatives shall have access to the books, documents, papers, and records of Contractor which are directly pertinent to the Agreement for the purpose of making audit, examination, excerpts, and transcripts. Such books and records shall be maintained by Contractor for three years from the date of the completion of work unless a shorter time period is authorized by Energy Trust's Chief Financial Officer in writing. Contractor is responsible for any audit discrepancies involving deviation from the terms of Agreement and for any commitments or expenditures in excess of amounts authorized by Energy Trust. 3. Confidentiality: Contractor will keep confidential and will not use, except as necessary to perform the services under this Agreement, or disclose to any other person or entity any nonpublic information received by Contractor concerning Energy Trust or its business, including but not limited to any program participant information. Contractor agrees to exercise the highest degree of care in safeguarding the confidential information of Energy Trust against loss, theft, or other inadvertent disclosure. If Contractor learns that a security breach involving Energy Trust’s confidential information may have occurred, then Contractor shall immediately provide notice to Energy Trust’s chief counsel (legal@energytrust.org), in no case later than within 24 hours of learning of the possible security breach, and shall consult with Energy Trust regarding appropriate next steps. The parties acknowledge that a breach by Contractor of this Section E.3 of this Agreement will cause irreparable harm to Energy Trust and Energy Trust will be entitled to specific performance, including immediate issuance of a temporary restraining order or preliminary injunction enforcing this Agreement, and to a judgment for damages caused by Contractor's breach, and to any other remedies provided by applicable law. This provision shall survive the termination of this Agreement. 4. Compliance with Applicable Law: Contractor represents and warrants to Energy Trust that Contractor (i) is duly authorized to do business in the state of Oregon, and holds and will maintain all licenses, registrations or other certifications required to perform the work under this Agreement as an independent contractor, (ii) will comply with all applic able federal, state and local laws, orders, and regulations/ordinances, and (iii) will perform the work in a professional manner. 5. Governing Law: This Agreement will be governed by and construed in accordance with the laws of the state of Oregon, without regard to any conflicts of laws rules thereof. 6. Indemnity, Responsibility for Damages: Subject to limitations under Oregon’s Tort Claims Act, Contractor shall be responsible for all damage to property, injury to persons, or loss, expense, inconvenience, or delay which may be caused by, or result from, the conduct of work, or from any act, omission, or neglect of Contractor or Contractor's Personnel. Contractor shall save, defend, indemnify, and hold harmless the Energy Trust and its officers, directors, employees and agents from all claims, suits, and actions of any nature resulting from or arising out of the acts or omissions of Contractor or Contractor's Personnel. This provision shall survive the termination of this Agreement. 7. Intellectual Property: Energy Trust and Contractor shall each retain ownership of, and all right, title and interest in and to, their respective, pre-existing Intellectual Property ("Pre-Existing Intellectual Property"), and no license therein is granted on an implied basis as a result of the Services performed hereunder. To the extent the parties wish to grant to the other rights or interests in Pre-Existing DocuSign Envelope ID: 4221012E-B5CA-4AD5-906C-B818B4081953DocuSign Envelope ID: 7080B0B6-0E71-45EF-92A3-42352A82D65DDocuSign Envelope ID: 919C4F95-D581-45D4-BD40-3AF5069796FB Page 3 of 5 Intellectual Property, those rights and interests will be expressly granted, either in this Agreement or in one or more separate license agreements on mutually acceptable terms. 8. Waiver: The failure or refusal of either party to enjoin any breach or violation of any provision of this Agreement will not be a waiver of, consent to, or excuse for any other, different or subsequent breach or violation. 9. Signatures: Documents transmitted with faxed, scanned or digital signature shall be deemed to be original signatures. At the request of Energy Trust, Contractor shall confirm signature by providing an original document. 10. Conflict of Interest: Contractor shall disclose any situation in which Contractor has or may be reasonably construed to have a direct or indirect personal or financial interest in any business affairs of Energy Trust, whether because of a proposed contract or transaction to wh ich the Energy Trust may be a party or which is under consideration by Energy Trust, because such conflict is purely conceptual, or because of similarity of business interests or affairs. 11. Integration and Amendment: This Agreement supersedes all other agreements between the parties regarding the Services provided for by this Agreement and contains their entire understanding as to the subject matter of this Agreement. This Agreement may not be amended or modified except by a written instrument duly executed by authorized representatives of the parties. This Agreement will not be varied, supplemented, qualified or interpreted by any prior course of dealing between the parties or by any usage of trade. Contractor agrees that should there be any conflict between the terms of this Agreement and any terms set forth in the Description of Services above or in the terms of any invoice or purchase order provided by Contractor, the terms of this Agreement shall govern. 12. Severability: If any one or more of the provisions of this Agreement are finally adjudicated to be partially or entirely unenforceable by a court of competent jurisdiction, then this Agreement shall be construed as if such unlawful provision had not been contained herein, and the remainder of the Agreement shall remain in full force and effect. 13. Other Agreements of Contractor: Contractor represents and warrants that this Agreement does not violate any agreement with any other person or entity. 14. Authority: Each of the individuals signing this Agreement represents and warrants that he or she has been properly authorized by the party for whom the individual is signing this Agreement to enter into this Agreement. 15. Exhibits: The Exhibits referenced in this Agreement are a part of this Agreement as if fully set forth herein. In the event of any inconsistency between this Agreement and the Exhibits, this Agreement shall control. 16. Repayment Obligation: In the event Contractor fails to complete the Services or any portion of the Services, Energy Trust may, in its sole discretion, request repayment of all or proportional part of the fixed fee payment paid following execution of this Agreement. Upon such request, Contractor will DocuSign Envelope ID: 4221012E-B5CA-4AD5-906C-B818B4081953DocuSign Envelope ID: 7080B0B6-0E71-45EF-92A3-42352A82D65DDocuSign Envelope ID: 919C4F95-D581-45D4-BD40-3AF5069796FB Page 4 of 5 complete the Services, or any portion of the Services identified by Energy Trust as incomplete, within five (5) business days. If Contractor does not complete the incomplete Services within that time, Contractor will repay the fixed fee payment made pursuant to Section D above not later than 30 days following the receipt of Energy Trust’s original request for repayment. Section E: Signatures Executed by the parties: ENERGY TRUST: Energy Trust of Oregon, Inc. CONTRACTOR: City of Tigard Signature: Signature: Print Name: Print Name: Title: Title: Date: Date: DocuSign Envelope ID: 4221012E-B5CA-4AD5-906C-B818B4081953 1/23/2024 Executive Director Michael Colgrove DocuSign Envelope ID: 7080B0B6-0E71-45EF-92A3-42352A82D65DDocuSign Envelope ID: 919C4F95-D581-45D4-BD40-3AF5069796FB Community Development Director 5/6/2024 Kenny Asher Page 5 of 5 EXHIBIT A: STATEMENT OF WORK City of Tigard FEMA Resiliency Initiative Coordination with Energy Trust Contractor (also referred to as City of Tigard) has received a FEMA Building Resilient Infrastructure and Communities (BRIC) program grant to develop the City of Tigard Resiliency Initiative. Energy Trust is supporting Contractor’s work in order to gain deeper understanding and experience in working with Oregon communities on the development of energy resilience projects. Therefore, Energy Trust and the City of Tigard have agreed to share information as follows: City of Tigard staff will, 1. Provide copies of all documentation, presentation and reports generated for the City of Tigard's Resiliency Initiative as a result of the FEMA Building Resilient Infrastructure and Communities (BRIC) Grant. 2. Develop a presentation that outlines the City of Tigard Resilience Initiative from its original concept through the FEMA BRIC Grant process and describes the next steps the City is interested in pursuing and provide a PowerPoint and speakers notes to Energy Trust not later than January 31, 2024. 3. Take part in an interview with Energy Trust staff not later than February 16, 2024 to share insights based on their experience with the FEMA BRIC grant on this project. Payment Schedule Contractor will invoice as follows for services delivered or expenses incurred up to a maximum not-to-exceed amount of $29,280  Contractor will invoice for $6,000 upon contract signing  Contractor will invoice for $13,000 upon completion of Deliverable #1  Contractor will invoice for $10,280 upon completion of all contract deliverables. DocuSign Envelope ID: 4221012E-B5CA-4AD5-906C-B818B4081953DocuSign Envelope ID: 7080B0B6-0E71-45EF-92A3-42352A82D65DDocuSign Envelope ID: 919C4F95-D581-45D4-BD40-3AF5069796FB