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Cogan Owens Cogan - CITY OF TIGARD,OREGON PERSONAL SERVICES AGREEMENT THIS AGREEMENT made and entered into this 15`h of July, 2009, by and between the CITY OF TIGARD, a municipal corporation of the State of Oregon, hereinafter called City, and Cogan Owens Cogan, LLC, hereinafter called Contractor. RECITALS City has need for the services of a company with a particular training, ability, knowledge, and experience possessed by Contractor, and City has determined that Contractor is qualified and capable of performing the professional services as City does hereinafter require, under those terms and conditions set forth: Therefore, the parties agree as follows: SCOPE OF WORK Contractor shall initiate services on 15`h of July, 2009 upon receipt of City's notice to proceed, together with an executed copy of this Agreement. Contractor agrees to complete work that is detailed in Exhibit A — Scope of Work and by this reference made a part hereof. EFFECTIVE DATE AND DURATION This Agreement shall become effective upon 15` of July, 2009 and shall expire, unless otherwise terminated or extended, on 30`h of September, 2009. All work under this Agreement shall be completed prior to the expiration of this Agreement. COMPENSATION City agrees to pay Contractor an amount not to exceed two thousand five hundred twenty dollars ($2,520.00) annually for performance of those services described in this Agreement. Payment will be made based on Contractor's invoice, subject to the approval of Sean Farrelly, Senior Planner, and not more frequently than monthly. Payment shall be payable within thirty (30) days from the date of receipt by the City. CONTACT INFORMATION All notices, bills, and payments shall be made in writing and may be given by personal delivery, mail, or fax. Payments may be delivered by personal delivery, mail, or electronic transfer. The following addresses and contacts shall be used to transmit notices, bills, payments, and other information: Contact Manager for City: Contact Manager for Contractor: City of Tigard Company: Cogan Owens Cogan, LLC Attn: Sean Farrelly Attn: Elaine Cogan 13125 SW Hall Blvd., Tigard, Oregon 97223 Address: 813 SW Alder St., Portland, OR 97205-3111 Phone: 503-639-4171 ext. 2420 Phone: 503-225-0192 Fax: 503-718-2748 Fax: 503-225-0224 Email Address: sean@tigard-or.gov Email Address: coc@coganowens.com CONTRACTOR AS INDEPENDENT CONTRACTOR Contractor acknowledges that for all purposes related to this Agreement, Contractor is and shall be deemed to be an independent contractor as defined by ORS 670.600 and not an employee of City, shall not be entitled to benefits of any kind to which an employee of City is entitled and shall be solely responsible for all payments and taxes required by law. Furthermore, in the event that Contractor is found by a court of law or any administrative agency to be an employee of City for any purpose, City shall be entitled to offset compensation due, or to demand repayment of any amounts paid to Contractor under the terms of this Agreement, to the full extent of any benefits or other remuneration Contractor receives (from City or third party) as a result of said finding and to the full extent of any payments that City is required to make(to Contractor or to a third party) as a result of said finding. Contractor acknowledges that for all purposes related to this Agreement, Contractor is not an officer, employee, or agent of the City as those terms are used in ORS 30.265. INDEMNIFICATION City has relied upon the professional ability and training of Contractor as a material inducement to enter into this Agreement. Contractor warrants that all its work will be performed in accordance with generally accepted professional practices and standards as well as the requirements of applicable federal, state and local laws, it being understood that acceptance of a contractor's work by City shall not operate as a waiver or release. Contractor and City agree to indemnify and defend the other, and the other's officers, agents and employees and hold them harmless from any and all liability, causes of action, claims, losses, damages,judgments or other costs or expenses including attorney's fees and witness costs and (at both trial and appeal level, whether or not a trial or appeal ever takes place) incurred by the party being indemnified resulting from the indemnifying party's acts (or failure to act when action is appropriate) that may be asserted by any person or entity which in any way arise from or relate to this Agreement or the performance of obligations under this agreement, except liability arising out of the sole negligence of the party being indemnified. The indemnification by Contractor of the City shall also cover claims brought against the City under state or federal worker's compensation laws. If any aspect of this indemnity shall be found to be illegal or invalid for any reason whatsoever, such illegality or invalidity shall not affect the validity of the remainder of this indemnification. INSURANCE Contractor shall maintain insurance acceptable to City in full force and effect throughout the term of this contract. Such insurance shall cover all risks arising directly or indirectly out of Contractor's activities or work hereunder. The policy or policies of insurance maintained by the Contractor shall provide at least the following limits and coverages: a. Commercial General Liability Insurance Contractor shall obtain, at contractor's expense, and keep in effect during the term of this contract, Comprehensive General Liability Insurance covering Bodily Injury and Property Damage on an "occurrence" form (1996 ISO or equivalent). This coverage shall include Contractual Liability insurance for the indemnity provided under this contract. The following insurance will be carried: Coverage Limit General Aggregate 1,000,000 Products-Completed Operations Aggregate 1,000,000 Personal & Advertising Injury 1,000,000 Each Occurrence 1,000,000 Fire Damage (any one fire) 50,000 Medical Expense (any one person) 5,000 b. Business Automobile Liability Insurance If Contractor will be delivering the goods, Contractor shall provide City a certificate indicating that Contractor has business automobile liability coverage for all owned, hired, and non-owned vehicles. The Combined Single Limit per occurrence shall not be less than $1,000,000. Said insurance shall name City as an additional insured and shall require written notice to City thirty (30) days in advance of cancellation. If Contractor hires a carrier to make delivery, Contractor shall ensure that said carrier complies with this paragraph. c. Workers' Compensation Insurance The Contractor and all employers providing work, labor or materials under this Contract that are either subject employers under the Oregon Workers' Compensation Law and shall comply with ORS 656.017, which requires them to provide workers' compensation coverage that satisfies Oregon law for all their subject workers or employers that are exempt under ORS 656.126. Out-of-state employers must provide Oregon workers' compensation coverage for their workers who work at a single location within Oregon for more than 30 days in a calendar year. Contractors who perform work without the assistance or labor of any employee need not obtain such coverage. This shall include Employer's Liability Insurance with coverage limits of not less than $500,000 each accident. d. Insurance Carrier Rating Coverages provided by the Contractor must be underwritten by an insurance company deemed acceptable by the City. The City reserves the right to reject all or any insurance carrier(s) with an unacceptable financial rating. e. Certificates of Insurance As evidence of the insurance coverage required by the contract, the Contractor shall furnish a Certificate of Insurance to the City. No contract shall be effected until the required certificates have been received and approved by the City. The procuring of such required insurance shall not be construed to limit contractor's liability hereunder. Notwithstanding said insurance, Contractor shall be obligated for the total amount of any damage, injury, or loss caused by negligence or neglect connected with this contract. TERMINATION The parties agree that any decision by either party to terminate this Agreement before 30`h of September, 2009 shall be accompanied by sixty (60) days written notice to the other party prior to the date termination would take effect. There shall be no penalty for early termination. If City terminates the contract pursuant to this paragraph, it shall pay Contractor for services rendered prorated to the date of termination. AGREEMENT MODIFICATIONS Modifications to this Agreement are valid only if made in writing and signed by all parties. OWNERSHIP OF WORK PRODUCT City shall be the owner of and shall be entitled to possession of any and all work products of Contractor which result from this Agreement, including any computations, plans, correspondence or pertinent data and information gathered by or computed by Contractor prior to termination of this Agreement by Contractor or upon completion of the work pursuant to this Agreement. GOVERNING LAW Contractor shall comply with all applicable federal, state and local laws; and rules and regulations on non- discrimination in employment because of race, color, ancestry, national origin, religion, sex, marital status, age, medical condition or disability. The provisions of this Agreement shall be construed in accordance with the provisions of the laws of the State of Oregon. All provisions required by ORS Chapter 279 to be included in a contract of this type are incorporated into this Agreement as though fully set forth herein. Any action or suits involving any question arising under this Agreement must be brought in the appropriate court of the State of Oregon. CONDITIONS OF SUPPLYING A PUBLIC AGENCY Where applicable, Contractor must make payment promptly as due to persons supplying Contractor labor or materials for the execution of the work provided by this order. Contractor must pay all contributions or amounts due from Contractor to the Industrial Accident Fund incurred in the performance of this order. Contractor shall not permit any lien or claim to be filed or prosecuted against Buyer or any subdivision of City on account of any labor or material to be furnished. Contractor further agrees to pay to the Department of Revenue all sums withheld from employees pursuant to ORS 316.167. COMPLETE AGREEMENT This Agreement and attached exhibit constitutes the entire Agreement between the parties. No waiver, consent, modification, or change of terms of this Agreement shall bind either party unless in writing and signed by both parties. Such waiver, consent, modification, or change if made, shall be effective only in specific instances and for the specific purpose given. There are no understandings, agreements, or representations, oral or written, not specified herein regarding this Agreement. Contractor, by the signature of its authorized representative, hereby acknowledges that he/she has read this Agreement, understands it and agrees to be bound by its terms and conditions. IN WITNESS WHEREOF, City has caused this Agreement to be executed by its duly authorized undersigned officer and Contractor has executed this Agreement on the date hereinabove first written. ClOF TIGARD CONTR OR aCaQAeW By: Authorized City staff By: orized Agent of Contractor Date Date COGAN 320 WOODLARK BUILDING PLANNING 813 SW ALDER STREET OWENS COOT RESOLUTION ESO UTION CONFLICT RESOLUTION PORTLAND,OREGON 97205-3111 COGANSUSTAINABLE DEVELOPMENT ENVIRONMENTAL 503/225-0192 • FAX 503/225-0224 PROJECT MANAGEMENT coc@,,,coganowens.com . www.copnowcns•com GOVERNMENT.-\L/COMMUNITY RELATIONS July 8, 2009 Sean Farley City of Tigard 13125 SW Hall Blvd. Tigard, OR 97223 Dear Sean: In response to your request, we are pleased to submit this proposal to provide training in internal and external communications for the Tigard City Center. Advisory Commission (CCAC). After consultation with you, we will customize our approach to meet the City's and the Commission's s needs. As you are probably aware, Cogan Owens Cogan, LLC (COC) is a recognized leader in the design and implementation of successful training and public engagement programs. We have been honored for our work by the national American Planning Association (APA); the Cascade Chapter of the International Association for Public Participation (IAP2); the National Association of Counties (NACo); and the U.S. Conference of Mayors, and the Ash Institute of the Kennedy School of Government at Harvard University. Elaine Cogan will be your primary trainer, assisted by COC clerical and graphics staff. Elaine and I had the pleasure of working with you and your staff on the Comprehensive Plan public involvement strategy. We also conducted communication workshops for the Committee for Citizen Involvement and the Planning Commission in 2007. Elaine trains public agency staff throughout the country in effective communication skills and recently was a featured speaker on the subject at the national conference of the American Planning Association in Minneapolis. She also led a workshop for the Canby City Council and Planning �nmmission In May. We understand the training will be approximately three hours in length, and tentatively scheduled for September 9. Please be in touch with Elaine to confirm arrangements. Our outline of tasks and estimated fee follows. KG EC Support Labor Expenses Total Tasks $150.00 $150.00 $60.00 1. Training Refinement Meet with City of Tigard staff. Agree on training objectives, schedule and needed content. 4 1 $660 $50 1 $710 2. Prepare Materials In consultation with City staff, develop draft and final training materials. Includes one draft and one final set of materials. 1 5 1 $960 $960 3. Conduct Training Assumes one session. 4 1 $660 $40 $700 4. Coordination/Management 1 $150 $150 e!, 0 2 520, ` .1'_3 K 3r,. $2;430 :9 $ We look forward to another opportunity to work with you and your colleagues in Tigard. Sincerely, COGAN OWENS COGAN, LLC Kirstin Greene, AICP Managing Principal 2 cocnN OWENS COGAN Form Request for Taxpayer Give form to the (Rev.November 2005) Identification Number and Certification requester. Do not Department of the Treasury send to the IRS. Internal Revenue Service N Name(as shown on your income tax return) 10% Cogan Owens Cogan, LLC C1 Business name,if different from above c 0 d N a Exempt from backup a•o Individual)— ❑ E] Corporation ❑ Partnership © Other ® LLC ❑ P P Check appropriate box: Sole proprietor """"""'---- withholding c H Address(number,street,and apt.or suite no.) Requester's name and address(optional) a 813 SW Alder St Suite 320 0 City,state,and ZIP code a Portland OR 97217 N List account number(s)here(optional) 0 co o Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box.The TIN provided must match the name given on Line1 to avoid Social security number backup withholding. For individuals,this is your social security 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 your employer identification number(EIN). If you do not have a number, see How to get a TIN on page 3. or Note.If the account is in more than one name,see the chart on page 4 for guidelines on whose Employer identification number number to enter. 9 13 0 18 19 12 14 14 6 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. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or(b) I have not been notified by the Internal Revenue Service(IRS)that I am subject to backup withholding as a result of a failure to report all interest or dividends,or(c)the IRS has notified me that I am no longer subject to backup withholding,and 3. 1 am a U.S. person(including 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 currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. 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(IRA),and generally, payments other than interest and dividends,you are not required to sign the Certification, but you must provide your correct TIN. (See the instructions on(page 4.) Sign Signature of �✓ 1 07/15/09 0.Here U.S.person Date 01 Purpose of Form • An individual who is a citizen or resident of the United A person who is required to file an information return with the States, IRS, must obtain your correct taxpayer identification number ® A partnership, corporation, company, or association (TIN) to report, for example, income paid to you, real estate created or organized in the United States or under the laws transactions, mortgage interest you paid, acquisition or of the United States, or abandonment of secured property, cancellation of debt, or o Any estate(other than a foreign estate) or trust. See contributions you made to an IRA. Regulations sections 301.7701-6(a) and 7(a) for additional U.S. person. Use Form W-9 only if you are a U.S. person information. (including a resident alien), to provide your correct TIN to the Special rules for partnerships. Partnerships that conduct a person requesting it (the requester) and, when applicable, to: trade or business in the United States are generally required 1. Certify that the TIN you are giving is correct (or you are to pay a withholding tax on any foreign partners' share of waiting for a number to be issued), income from such business. Further, in certain cases where a 2. Certify that you are not subject to backup withholding, or Form W-9 has not been received, a partnership is required to 3presume that a partner is a foreign person, and pay the . Claim exemption from backup withholding if you area withholding tax. Therefore, if you are a U.S. person that is a U.S. exempt payee. partner in a partnership conducting a trade or business in the In 3 above, if applicable, you are also certifying that as a United States, provide Form W-9 to the partnership to U.S. person, your allocable share of any partnership income establish your U.S. status and avoid withholding on your from a U.S. trade or business is not subject to the share of partnership income. withholding tax on foreign partners' share of effectively connected income. The person who gives Form W-9 to the partnership for purposes of establishing its U.S. status and avoiding Note. If a requester gives you a form other than Form W-9 to withholding on its allocable share of net income from the request your TIN, you must use the requester's form if it is partnership conducting a trade or business in the United substantially similar to this Form W-9. States is in the following cases: For federal tax purposes,you are considered a person if you • The U.S. owner of a disregarded entity and not the entity, are: Cat.No. 10231X Form W-9 (Rev.11-2005) A60RD,M CERTIFICATE OF LIABILITY INSURANCE OPID B DATE(MM/DD/YY) OGAN 1 1 07/16/09 F�RODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Alfred J. Davis Company ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE P.O. Box 1776 HOLDER.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Portland OR 97207 Phone: 503-226-3801 Fax:503-226-0376 04 INSURERS AFFORDING COVERAGE INSURED INSURER A: Maryland Casualty Company /1 -1, ompany - - INSURER B: - Cogan Owens Cogan LLC INSURER C: 813 SW -Alder #320 INSURER D: Portland OR 97205-3111 INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSRTYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS LTR DATE MM/DD/YY DATE MM/DD/YY GENERAL LIABILITY EACH OCCURRENCE $ 1000000 A X COMMERCIAL GENERAL LIABILITY PAS41384711 10/11/08 10/11/09 FIRE DAMAGE(Any one fire) $ 1000000 CLAIMS MADE I—XI OCCUR MED EXP(Any one person) $ 10000 PERSONAL R ADV INJURY $Excluded GENERAL AGGREGATE $ 2000000 FGEN'L AGGREGATE LIMIT APPLIES PER. PRODUCTS-COMP/OP AGG $ 2000000 POLICY PRO LOC JECT AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT A ANY AUTO PAS41384711 10/11/08 10/11/09 (Ea accident) $ 1000000 ALL OWNED AUTOS BODILY INJURY (Per person) $ SCHEDULED AUTOS X HIRED AUTOS BODILY INJURY X NON-OWNED AUTOS (Per.accident) $ PROPERTY DAMAGE $ (Per accident) I AGE LIABILITY AUTO ONLY-EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY: AGG $ EXCESS LIABILITY EACH OCCURRENCE $ OCCUR ❑ CLAIMS MADE AGGREGATE $ DEDUCTIBLE $ RETENTION $ $ WORKERS COMPENSATION AND TORY LIMITS I ER EMPLOYERS'LIABILITY El EACH ACCIDENT $ E L-D'SE^.SE,EA G. LOYE- E.L.DISEASE-POLICY LIMIT $ OTHER DESCRIPTION OF OPERATIONSILOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Re: All Operations CERTIFICATE HOLDER N ADDITIONAL INSURED;INSURER LETTER: CANCELLATION CITYTI I SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN J City of Tigard NOTICE TO THE CERTIFIC AJI wis 13125 SW Hall HOLDER NAMED TO THE LEFT,BUT FAILURE TO DO SO SHALL Jerree Hall Blvd. IMPOSE NO OBLIGATIONNOV LIABILITY NY KIND UPON THE INSURER,ITS AGENTS OR � Tigard OR 97223 REPRESEI�"TIVES. , / AUT44_0RUtDtREPRESENjrATIVE N. 0icfkson avis ! ACORD 25-S(7/97) ©ACORD CORPORATION 1988 620094-COGAN OWENS COGAN L L C-Certificate of Insurance https://saifonline.saif.com/Certificates/certForm.aspx OREGON WORKERS' COMPENSATION ' hW CERTIFICATE OF INSURANCE corporal ion MAIL TO: CERTIFICATE HOLDER: CITY OF TIGARD CITY OF TIGARD JERREE LEWIS JERREE LEWIS 13125 SW HALL BLVD 13125 SW HALL BLVD TIGARD, OR 97223 TIGARD, OR 97223 The policy of insurance listed below has been issued to the insured named below for the policy period indicated.The insurance afforded by the policy described herein is subject to all the terms,exclusions and conditions of such policy. POLICY N0. POLICY PERIOD ISSUE DATE 620094 01/01/2009 TO 01/01/2010 07/16/2009 INSURED: BROKER OF RECORD: COGAN OWENS COGAN L L C 813 SW ALDER ST STE 320 PORTLAND, OR 97205-3111 LIMITS OF LIABILITY: Bodily Injury by Accident $500,000each accident Bodily Injury by Disease $500,000each employee Bodily Injury by Disease $500,000policy limit DESCRIPTION OF OPERATIONS/LOCATIONS/SPECIAL ITEMS: All Operations IMPORTANT:The coverage described above is in effect as of the issue date of this certificate. It is subject to change at any time in the future. This certificate is issued as a matter of information only and confers no rights to the certificate holder.This certificate does not amend, extend or alter the coverage afforded by the policies above. CANCELLATION: SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION DATE THEREOF,THE ISSUING COMPANY WILL MAIL 30 DAYS' WRITTEN NOTICE TO THE ABOVE NAMED CERTIFICATE HOLDER. AUTHORIZED REPRESENTATIVE 15r�,r RC44�—� President and CEO ©SAIF CORPORATION 1 400 High St SE I Salem,OR 97312 1 P:800.285.8525 1 www.salf.com 1 of 1 7/16/2009 9:10 AM Risk Management has checked the solvency of the insurance company(s) noted on the attached certificate. The company(s) is acceptable to the City for insurance solvency. You will need to review this certificate to determine if there is sufficient coverage provided (amount & type of insurance policy) to meet your contract requirements with the company insured. Please keep track of any certificates you receive. If you have questions about this review, please contact: Gary Smalling @ ext. 2418 or by email at garaldCUti.Qa� rdor.goi- Thank you for allowing Risk to assist with your insurance needs. ]-]:\DOCS\Insurance\Certificate checkoff form.doc A COGAN PLANNING 320 WOODLARK BUILDING COMMUNICATIONS 813,SW W ALDER STREET OWENS CONFLICT RESOLUTION PORTLAND,OREGON 97205-3111 OOGANSUSTAINABLE DEVELOPMENT ENVIRONMENTAL 503/225-0192 • FAX 503/225-0224 PROJECT MANAGEMENT coc(@',cogunowcns.com . www.coganowcnsxom GOVERNMENTNUCOMMUNITY RELATIONS July 8, 2009 Sean Farley City of Tigard 13125 SW Hall Blvd. Tigard, OR 97223 Dear Sean: In response to your request, we are pleased to submit this proposal to provide training in internal and external communications for the Tigard City Center Advisory Commission (CCAC). After consultation with you, we will customize our approach to meet the City's and the Commission's s needs. As you are probably aware, Cogan Owens Cogan, LLC (COC) is a recognized leader in the design and implementation of successful training and public engagement programs. We have been honored for our work by the national American Planning Association (APA); the Cascade Chapter of the International Association for Public Participation (IAP2); the National Association of Counties (NACo); and the U.S. Conference of Mayors; and the Ash Institute of the Kennedy School of Government at Harvard University. Elaine Cogan will be your primary trainer, assisted by COC clerical and graphics staff. Elaine and I had the pleasure of working with you and your staff on the Comprehensive Plan public involvement strategy. We also conducted communication workshops for the Committee for Citizen Involvement and the Planning Commission in 2007. Elaine trains public agency staff throughout the country in effective communication skills and recently was a featured speaker on the subject at the national conference of the American Planning Association in Minneapolis. She also led a workshop for the Canby City Council and Planning Commission in May. We understand the training will be approximately three hours in length, and tentatively scheduled for September 9. Please be in touch with Elaine to confirm arrangements. Our outline of tasks and estimated fee follows. KG EC Support Labor Expenses Total Tasks $150.00 $150.00 $60.00 1. Training Refinement Meet with City of Tigard staff. Agree on training objectives, schedule and needed content. 4 1 $660 $50 $710 2. Prepare Materials In consultation with City staff, develop draft and final training materials. Includes one draft and one final set of materials. 1 5 1 $960 $960 3. Conduct Training Assumes one session. 4 1 $660 $40 $700 4. Coordination/Management 1 1 1 1 $150 1 $150 * "44` E t T b'. o �3,,+'_ We look forward to another opportunity to work with you and your colleagues in Tigard. Sincerely, COGAN OWENS COGAN, LLC Kirstin Greene, AICP Managing Principal 2 COGAN OWENS COGAN Maryland Casualty Company EM Printthis page (a member of Zurich Financial Services) This rating is assigned to Financial Strength Rating A.M.Best#:02306 NAIC#:19356 FEIN#: 520403120 companies that have,in our opinion,an excellent ability to ®EST Address:1400 American Lane Phone:847-605-6000 meet their ongoing obligations Schaumburg, IL 60196-1056 Fax. 847-605-6011 to policyholders. A ESIG@tEent Web:www.zurichna.com Best's Ratings Financial Strength Ratings View Definitions Issuer Credit Ratings View Definitions Rating:A(Excellent) Long-Term:a+ Affiliation Code: g(Group) Outlook: Stable Financial Size Category:XV($2 Billion or greater) Action:Affirmed Outlook: Stable Date: December 11,2008 Action:Affirmed Effective Date: December 11,2008 x Denotes Under Review Ratings. See rating definitions. saifcorporatson OREGON WORKERS COMPENSATION 400 High Street SE CERTIFICATE OF INSURANCE Salem,OR 97312-1000 Toll Free 1-800-285-8525 MAIL TO: CERTIFICATE HOLDER: CITY OF TIGARD CITY OF TIGARD JERREE LEWIS JERREE LEWIS 13125 SW HALL BLVD 13125 SW HALL BLVD TIGARD, OR 97223 TIGARD, OR 97223 The policy of insurance listed below has been issued to the insured named below for the policy period indicated. The insurance afforded by the policy described herein is subject to all the terms, exclusions and conditions of such policy. POLICY NO. POLICY PERIOD ISSUE DATE 620094 01/01/2010 to 01/01/2011 12/15/2009 INSURED: BROKER OF RECORD: COGAN OWENS COGAN L L C 813 SW ALDER ST STE 320 PORTLAND, OR 97205-3111 LIMITS OF LIABILITY Bodily Injury by Accident $500,000 each accident Bodily Injury by Disease $500,000 each employee Bodily Injury by Disease $500,000 policy limit DESCRIPTION OF OPERATIONSILOCATIONS/SPECIAL ITEMS: All Operations IMPORTANT: The coverage described above is in effect as of the issue date of this certificate. It is subject to change at any time in the future. This certificate is issued as a matter of information Only and confers no rights to the certificate holder. This certificate does not amend, extend or alter the coverage afforded by the policies above. CANCELLATION: Should any of the above described policies be canceled before the expiration date thereof, the issuing company will mail 30 days' written notice to the above named certificate holder. AUTHORIZED REPRESENTATIVE mgr� )f> President and CEO INSURED `a CITY OF TIGARD CONTRACT SUMMARY FORM (THIS MUST ACCOMPANY EACH CONTRACT BEFORE A UTHORIZA TION SIGNATURE CAN BE ACQUIRED) Title of Contract: Personal Services Agreement Contract#: (Assigned after execution Contractor: Cogan Owens Cogan I Total: $2,520.00 Brief Overview: Provide training for City Center Advisory Commission. Changes Made To Boilerplate Contract. Type of Contract: ❑ Purchase Agreement X Personal Service ❑ Construction ❑ Other Start Date: 7/15/09 I,End Date: 9/30/09 LCRB Award Date: Contract Manager: Sean FarrellExtension: 2420 De artment: CD Quotes/Bids/Proposals: COMPANY AMOUNT / SCORE Cogan•Owens Cogan $2,520.00 Department Comments: De artment Signature ` Date: Purchasing Comments: Purchasing Signatur Date: 0+ Administration: Date: Certificate of Insurance Received? N Yes ❑ No ❑ Self-Insured (Form Received) Business Tax Current? ❑ Yes ❑ No n/a Contractor License Current? ❑ Yes ❑ No n/a Federal TIN/1099 #: �> _0 6 Bonds Required: ❑ Yes X No Accounting String: Fund Division Account Total 100 3700 54303 $2,520.00