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Tashman Johnson - CITY OF TIGARD,OREGON PERSONAL SERVICES AGREEMENT THIS AGREEMENT made and entered into this 21" of November, 2008, by and between the CITY OF TIGARD, a municipal corporation of the State of Oregon, hereinafter called City, and Tashman Johnson, 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 the 21S` of November, 2008 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 21" of November, 2008 and shall expire, unless otherwise terminated or extended, on 20`h of June, 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 five thousand three hundred dollars ($ 5,300) annually for performance of those services described in this Agreement. Payment will be made based on Contractor's invoice, subject to the approval of Phil Nachbar, City Project Manager, 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: Tashman Johnson, LLC. Attn: Phil Nachbar Attn: Jeff Tashman 13125 SW Hall Blvd., Tigard, Oregon 97223 Address: 735 SW St. Clair#1810 Portland, OR 97205-1438 Phone: 503-639-4171 ext. Phone: 503 407 7443 Fax: 503-684-7207 Fax: Email Address: phil ,tigard-or.gov Email Address: tash8l@comcast.net 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 30th of June, 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. CONDmoNs 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. CITY OFTIGARD CONTRACTOR/ By: Authorized staff By: Au ri Agent of Contractor /�2-10 :3 0dc Date Date Tigard Urban Renewal District—Tax Increment Projections Update Scope of Services Project Statement of Purpose: The City is negotiating an option agreement for purchase of a property to be the location of the Downtown Plaza. In order to determine the City's ability to finance the acquisition,it needs to determine a realistic projection of its sources and uses of funds. The urban renewal district was formed in May 2006,and represents one source of income which the City could utilize to finance the acquisition. There was an initial set of financial projections performed in December 2005 as part of the Urban Renewal Plan. The City would like to update these projections and use them,in part,to determine its ability to perform financially within terms of an option agreement. • Revise tax increment projections for the urban renewal district to develop a realistic assessment of future revenues,and in-debtedness. • Identify key criteria and assumptions and discuss with the City so there is mutual understanding as to the basis for them. • Include key information for projections including,but not limited to,Washington County assessment information,permit activity, anticipated new development,current ratios of assessed to market value for downtown properties and how much value can be counted on for future revenue,anticipated Change Property Ratios (CPR's) and how that will affect future revenues,tax rate. • Utilize the existing financial model to refine projections. • Communicate with City's project financial consultant with regard to assumptions so that resulting projections serve the purpose of the project. • Provide an initial set of financial projections (draft),and final based on discussions with City financial consultant to determine what will be financed with Urban Renewal Funds and what will be financed with other sources. Note: the final product will reflect a decision as to how the City expects to finance the acquisition and construction of the Downtown Plaza. Assumptions: • City would provide permit,project and other information as requested by the consultant. • Meetings and / or phone conversation as necessary with the City to complete the project. Deliverables: • Refinement to financial projections as currently provided in the "Report Accompanying the City Center Urban Renewal Plan—December 2005". • Completion of"draft" financial projections (revenue side only) by consultant within 2 weeks of notice to proceed and receipt of all information from the City as requested. • Once expenditures information is available, interim"draft"projections will be provided by consultant (including both revenue and debt). There may be several draft projections until final projections are made. • Completion of"final" financial projections by consultant after City provides expenditure information as needed. Note: the City will provide expenditure information for inclusion in the financial projections as decisions are made and it is available. The City will go through its CIP budget process and Parks SDC rate methodology update to provide accurate expenditure information. It is anticipated that final expenditure information will be available by Spring 2009. • Excel spread sheet with formulas for projections for use by the City • Report summarizing results City Responsibilities • Provide consultant with requested information pertaining to past and anticipated building permit information,updated information pertaining to expenditures such as urban renewal project costs,and anticipated time of construction. • Communicate /meet with consultant to as needed Tashman Johnson LLC Consultants in Policy,Planning&Project Management January 12, 2009 Phil Nachbar City of Tigard 13125 SW Hall Blvd. Tigard OR 97223 RE: Contract # 9-1099 Dear Phil, Enclosed please find Invoice No. 2 for services during December 2008 for the Tigard Urban Renewal District. Work focused on completing tax increment revenue projections. Please call if you have questions. Sincerely, Jeffrey Tashman Enc. Jeffrey Tashman 503.407.7443• Nina Johnson 503.407.5983 735 SW St.Clair Avenue#1810 • Portland,Oregon 97205-1438 Tashman Johnson LLC Consultants in Policy,Planning&Project Management INVOICE CONTRACT: Tigard Urban Renewal District Tax Increment Projection Update Contract.# 9-1099 DATE: January 12,2009 BILLING PERIOD: December 2008 INVOICE NO: 2 Hours Cost Professional Services @ $150/hr: Tax increment revenue projections 70% completion 3,710.00 Expenses: Copy&Printing 0.00 Data 0.00 Mileage 0.00 Total Due $3,710.00 Jeffrey Tashman 503.407.7443• Nina Johnson 503.407.5983 735 SW St.Clair Avenue#1810 • Portland,Oregon 97205-1438 ACORD CERTIFICATE OF LIABILITY INSURANCE OP ID C DATE(MM/DD/YYYY) TASHM-1 11/20/08 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Stewart & Tunno Ins Agcy, Inc. HOLDER.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR 345 NE 102nd Ave ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Portland OR 97220 Phone: 503-254-5564 Fax:503-254-8351 INSURERS AFFORDING COVERAGE MAIC# INSURED INSURER A: First National Insurance Co INSURER B: Tashman Johnson LLC Nina Johnson INSURER C: 6585 SW Parkhill Dr INSURER D: Portland OR 97201 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. LTR NSR TYPE OF INSURANCE POLICY NUMBER DATE MM/DDS DATE MM/DDE XPIRAm LIMITS GENERAL LIABILITY EACH OCCURRENCE $1000000 AMA - IVA X PCOM MERCIALGENERALLIABILITY 010E72346290 01/14/08 01/14/09 PREMISEaocKtNI S Eranee $1000000 CLAIMS MADE Fx] OCCUR MED EXP(Any one person) $ 10000 PERSONAL&ADV INJURY $1000000 GENERAL AGGREGATE $ 1000000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OPAGG $1000000 POLICY PRO LOC JECT AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1000000 A ANY AUTO 010E72346290 01/14/08 01/14/09 (Ea accident) ALL OWNED AUTOS BODILY INJURY $ SCHEDULED AUTOS (Per person) X HIRED AUTOS BODILY INJURY $ X NON-OWNED AUTOS (Per accident) PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY AUTO ONLY-EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY: AGG $ EXCESS/UMBRELLA LIABILITY EACH OCCURRENCE $ OCCUR 71 CLAIMS MADE AGGREGATE $ DEDUCTIBLE $ RETENTION $ $ UTH- WORKERS COMPENSATION AND TORY LIMITS ER EMPLOYERS'LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? E.L.DISEASE-EA EMPLOYEE $ If yes,describe under SPECIAL PROVISIONS below E.L.DISEASE-POLICY LIMIT $ OTHER DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS All operations of the named insured in accordance with the terms and conditions contained in the policy forms and endorsements. City of Tigard is listed as additional insured per the attached form CG7635. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN City of Tigard NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,BUT FAILURE TO DO SO SHALL Attn: Phil Nachbar IMPOSE NO OBLIGATION OR LIABILITY OF AN UPON THE INSURER,ITS AGENTS OR 13125 SW Hall Blvd Tigard OR 97223 REPRESENT S. AUTHORI, E ATI E Elea or rocer ACORD 25(2001/08) ©ACORD CORPORATION 1988 IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of-such endorsement(s). If SUBROGATION IS.WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute'a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORD 25(2001/08) COMMERCIAL GENERAL LIABILITY CG 76 35 02 07 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. LIABILITY PLUS ENDORSEMENT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name of Person or Organization: City of Tigard ADDITIONAL INSURED BY WRITTEN CONTRACT,AGREEMENT OR PERMIT,OR SCHEDULE The following paragraph is added to WHO IS AN lease or occupy, subject to the following INSURED (Section II): additional provisions: 4.Any person or organization shown in the (a)This insurance does not apply to any Schedule or for whom you are required by written occurrence which takes place after you cease to contract,agreement or permit to provide be a tenant in any premises leased to or rented insurance is an insured, subject to the following to you; additional provisions: (b)This insurance does not apply to any a.The contract,agreement or permit must be in structural alterations, new construction or effect during the policy period shown in demolition operations performed by or on behalf the Declarations,and must have been executed of the person or organization added as an prior to the bodily injury,property insured; damage,or personal and advertising injury. (2)Your ongoing operations for that insured, b.The person or organization added as an whether the work is performed by you or for you; insured by this endorsement is an insured only to the extent you are held liable due to: (3)The maintenance,operation or use by you of equipment leased to you by such person or (1)The ownership, maintenance or use of organization, subject to the following additional that part of premises you own, rent, provisions: (a)This insurance does not apply to any occurrence which takes place after the equipment lease expires; Includes Copyrighted Material of Insurance Services Office, Inc.,with its permission. Copyright, Insurance Services, 2001 Safeco and the Safeco logo are registered trademarks of Safeco Corporation CG 76 35 02 07 Page 1 of 4 (b)This insurance does not apply to bodily injury maintenance, use or entrustment to others of any or property damage arising out of the sole aircraft,auto or watercraft that is owned or negligence of such person or organization; operated by or rented or loaned to any insured. (4) Permits issued by any state or political This exclusion does not apply to: subdivision with respect to operations performed by you or on your behalf, subject to the following (1)A watercraft while ashore on premises additional provision:This insurance does not you own or rent; apply to bodily injury, property damage ,or personal and advertising injury arising out of (2)A watercraft you do not own that is: operations performed for the state or municipality. a)Less than 52 feet long;and c.The insurance with respect to any architect, b) Not being used to carry persons or engineer,or surveyor added as an insured by this property for a charge; endorsement does not apply to bodily injury, property damage, or personal and advertising (3)Parking an auto on, or on the ways next to, injury arising out of premises you own or rent,provided the auto is the rendering of or the failure to render any not owned by or rented or loaned to you or the professional services by or for you, including: insured; (1)The preparing, approving,or failing to (4)Liability assumed under any insured prepare or approve maps,drawings, opinions, contract for the ownership, maintenance reports, surveys,change orders, or use of aircraft or watercraft;or designs or specifications;and (5)Bodily injury or property damage (2)Supervisory, inspection or engineering arising out of: services. a)the operation of machinery or d.This insurance does not apply to bodily equipment that is attached to,or injury or property damage included within part of,a land vehicle that would the products-completed operations hazard. qualify under the definition of mobile equipment if it were not A person s or organization s status as an insured subject to a compulsory or financial under this endorsement ends when your responsibility law or other motor operations for that insured are completed. No vehicle insurance law in the state coverage will be provided if, in the absence of where it is licensed or principally this endorsement, no liability would be imposed garaged;or by law on you. Coverage shall be limited to the extent of your negligence or fault according to the (b)the operation of any of the applicable principles of comparative fault. machinery or equipment listed in Paragraph f.(2)or f.(3)of the NON-OWNED WATERCRAFT AND NOW definition of mobile equipment. OWNED AIRCRAFT LIABILITY (6)An aircraft you do not own provided it is Exclusion g.of COVERAGE A(Section 1)is not operated by any insured. replaced by the following: TENANTS PROPERTY DAMAGE LIABILITY g. Bodily injury or property damage arising When a Damage To Premises Rented To You out of the ownership, maintenance, use or Limit is shown in the Declarations, Exclusion j.of entrustment to others of any aircraft,auto Coverage A, Section I is replaced by the or watercraft owned or operated by or rented following: or loaned to any insured.Use includes operation and loading or unloading. This exclusion applies j. Damage To Property even if the claims against any insured allege negligence or other wrongdoing in the Property damage to: supervision, hiring,employment,training or monitoring of others by that insured, if the (1)Property you own, rent,or occupy, including occurrence which caused the bodily injury or any costs or expenses incurred by you,or property damage involved the ownership, Page 2 of 4 any other person,organization or entity,for the Declarations or the amount shown in the repair,replacement,enhancement, restoration Declarations as Damage To Premises Rented To or maintenance of such property for any You Limit. reason, including prevention of injury to a person or damage to another s property; WHO IS AN INSURED MANAGERS (2)Premises you sell,give away or abandon, if The following is added to Paragraph 2.a.of WHO the property damage arises out of any part IS AN INSURED(Section 11): of those premises; Paragraph(1)does not apply to executive (3)Property loaned to you; officers,or to managers at the supervisory level or above. (4) Personal property in the care, custody or control of the insured; SUPPLEMENTARY PAYMENTS COVERAGES A AND B BAIL BONDS TIME OFF FROM (5)That particular part of real property on which WORK you or any contractors or subcontractors working directly or indirectly on your behalf are performing Paragraph 1.1b.of SUPPLEMENTARY operations, if the property damage arises out of PAYMENTS COVERAGES A AND B is replaced those operations,or by the following: (6)That particular part of any property that must b. Up to$3,000 for cost of bail bonds required be restored, repaired or replaced because your because of accidents or traffic law violations work was incorrectly performed on it. arising out of the use of any vehicle to which the Bodily Injury Liability Coverage applies. Paragraphs(1), (3)and(4)of this exclusion do We do not have to furnish these bonds. not apply to property damage(other than Paragraph 1.d.of SUPPLEMENTARY damage by fire)to premises, including the PAYMENTS COVERAGES A AND B is replaced contents of such premises, rented to you.A by the following: separate limit of insurance applies to Damage To Premises Rented To You as described in Section d.All reasonable expenses incurred by the III Limits Of Insurance. insured at our request to assist us in the investigation or defense of the claim or suit, Paragraph(2)of this exclusion does not apply if including actual loss of earnings up to$500 the premises are your work and were never a day because of time off from work. occupied, rented or held for rental by you. EMPLOYEES AS INSUREDS HEALTH CARE Paragraphs(3),(4), (5)and(6)of this exclusion SERVICES do not apply to liability assumed under a sidetrack agreement. Provision 2.a.(1)(d)of WHO IS AN INSURED (Section 11)is deleted, unless excluded by Paragraph(6)of this exclusion does not apply to separate endorsement. property damage included in the products completed operations hazard. EXTENDED COVERAGE FOR NEWLY ACQUIRED ORGANIZATIONS Paragraph 6.of LIMITS OF INSURANCE (Section III)is replaced by the following: Provision 3.a. of WHO IS AN INSURED(Section 11)is replaced by the following: 6. Subject to 5.above,the Damage To Premises a.Coverage under this provision is afforded Rented To You Limit is the most we will pay only until the end of the policy period. under Coverage A for damages because of property damage to any one premises,while EXTENDED PROPERTY DAMAGE rented to you,or in the case of damage by fire, while rented to you or temporarily occupied by Exclusion a.of COVERAGE A(Section 1)is you with permission of the owner. replaced by the following: The Damage To Premises Rented To You limit is a. Bodily injury or property damage expected or the higher of the Each Occurrence Limit shown in intended from the standpoint of the insured. This exclusion does not apply to bodily injury or property damage resulting from the use of reasonable force to protect persons or property. CG 76 35 02 07 Page 3 of 4 EXTENDED DEFINITION OF BODILY INJURY INCREASED MEDICAL EXPENSE LIMIT Paragraph 3.of DEFINITIONS (Section V)is The Medical Expense Limit is amended to replaced by the following: $10,000. KNOWLEDGE OF OCCURRENCE 3. Bodily injury means bodily injury, sickness or disease sustained by a person, including mental The following is added to Paragraph 2. Duties In anguish or death resulting from any of these at The Event Of Occurrence,Offense,Claim Or Suit any time. of COMMERCIAL GENERAL LIABILITY TRANSFER OF RIGHTS OF RECOVERY CONDITIONS(Section IV): Knowledge of an occurrence,claim or suit by The following is added to Paragraph 8.Transfer your agent, servant or employee shall not in itself Of Rights Of Recovery Against Others To Us of constitute knowledge of the named insured COMMERCIAL GENERAL LIABILITY unless an officer of the named insured has CONDITIONS(Section IV): received such notice from the agent, servant or employee. We waive any rights of recovery we may have against any person or organization because of UNINTENTIONAL FAILURE TO DISCLOSE payments we make for injury or damage arising ALL HAZARDS out of your ongoing operations or your work done under a contract with that person or organization The following is added to Paragraph 6. and included in the products-completed Representations of COMMERCIAL GENERAL operations hazard .This waiver applies only to a LIABILITY CONDITIONS(Section IV): person or organization for whom you are required If you unintentionally fail to disclose any hazards by written contract, agreement or permit existing at the inception date of your policy,we to waive these rights of recovery. will not deny coverage under this Coverage Form because of such failure. However,this provision AGGREGATE LIMITS OF INSURANCE PER does not affect our right to collect additional LOCATION premium or exercise our right of cancellation or non-renewal. For all sums which the insured becomes legally obligated to pay as damages caused by LIBERALIZATION CLAUSE occurrences under COVERAGE A(Section 1), and for all medical expenses caused by The following paragraph is added to accidents under COVERAGE C (Section 1),which COMMERCIAL GENERAL LIABILITY can be attributed only to operations at a single CONDITIONS(Section IV): location 10. If a revision to this Coverage Part,which Paragraphs 2.a.and 2.b.of Limits of Insurance would provide more coverage with no additional (Section III)apply separately to each of your premium, becomes effective during the policy locations owned by or rented to you. Location period in the state shown in the Declarations, means premises involving the same or your policy will automatically provide this connecting lots,or premises whose connection is additional coverage on the effective date of interrupted only by a street, roadway,waterway, the revision. or right-of-way of a railroad. Page 4 of 4 lerree This insurance does meet your contract requirements and the insurance carrier is rated "A"which is still within the acceptable rating range for financial stability. Please note,the insurance certificate will need to be renewed 1/14/09. At that time, send a copy over to me to again check the insurance company's financial stability. Many insurance companies are being downgraded in stability and this company was downgraded last on 10/1/08. Best's Rating Center- Company Information for First National Insurance Co of America Page 1 of 1 First National Insurance Co of America L%Print this page (a member of Liberty Mutual Insurance Comoaniesl This rating I9 assigned to rftimmiat iR3ing A.M.Best M 02446 NAIC 0:24724 FEIN 9:910742144 companies that have,in our �BE� Phone:206-545-5000 opinion,an excellent ability to Address:Safeco Plaza,1001 Fourth meet their ongoing obligations A DrO�pllt Avenue Fax:206-473-6773 to policyholder:. Seattle,WA 98154 web:www.safeco.com Bests Ratings Financial Strength Ratings View Definitions Issuer Credit Ratings View Definitions Rating:A(Excellent) Long-Term:a Affiliation Code:p(Pooled) Outlook:Stable Financial Size Category:XV($2 Billion or greater) Action:Downgraded Outlook:Stable Date:October 01,2008 Action:Affirmed Effective Date:October 01,2008 *Denotes Under Review Ratings.See rating definitions http://www3.ambest.com/ratings/FullProfile.asp?B1=0&AMBNum=2446&A1tSrc=1&Alt... 11/22/2008 OP ID C DATE(MM/DD/YYYY) ACMD CERTIFICATE OF LIABILITY INSURANCE TASHM-1 01/30/09 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Fullerton & Company HOLDER.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR P. 0. Box 29018 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Portland OR 97296-9018 Phone: 503-274-6511 Fax:503-274-6524 INSURERS AFFORDING COVERAGE NAIC# INSURED INSURER A: First National America 24724 INSURER B: Tashman Johnson LLC Nina Johnson INSURER C: 735 SW St Clair Ave, Apt 1810 INSURER D: Portland OR 97205 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. IRATION LTR NSR TYPE OF INSURANCE POLICY NUMBER DATE MMIDD/YY POLICY MM/DD/YY LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1000000 A X X COMMERCIAL GENERAL LIABILITY 010E7234620 01/14/09 01/14/10 PREMISES(E.c!o enc;) $ 1000000 CLAIMS MADE FxI OCCUR MED EXP(Any one person) $ 10000 PERSONAL&ADV INJURY $ 1000000 GENERAL AGGREGATE $1000000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $1000000 POLICY PRO LOC JECT AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT A ANY AUTO 010E7234620 01/14/09 01/14/10 (Ea accident) $ 1000000 ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS (Per person) $ IX_ HIRED AUTOS BODILY INJURY $ NON-OWNED AUTOS (Per accident) PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY AUTO ONLY-EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY: AGG $ EXCESS/UMBRELLA LIABILITY EACH OCCURRENCE $ OCCUR F-1 CLAIMS MADE AGGREGATE $ DEDUCTIBLE $ RETENTION $ $ Tr WORKERS COMPENSATION AND TORY LIMITS ER EMPLOYERS'LIABILITY E.L.EACH ACCIDENT $ ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? E.L.DISEASE-EA EMPLOYEE $ If yes,describe under SPECIAL PROVISIONS below E.L.DISEASE-POLICY LIMIT 1 $ OTHER DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS All operations of the named insured in accordance with the terms and conditions contained in the policy forms and endorsements. City of Tigard is listed as additional insured per the attached form CG7635. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,THE ISSUING INSURER WILL ENDEAVOR TO MAIL 3 0 DAYS WRITTEN City of Tigard NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,BUT FAILURE TO DO SO SHALL Attn: Phil Nachbar IMPOSE NO OBL GA ION OR LIABILITY OF ANY KIN ON THE INSURER,ITS AGENTS OR 13125 SW Hall Blvd LIABILITY E Tigard OR 97223 REPRESENT IV . lAUTHORIZ iffR RES TIVE Eleant o e � ACORD 25(2001/08) ©ACORD CORPoWATiON 1988 IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the.policy(ies) must be endorsed. A'statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s)., s If SUBROGATION IS WAIVED, subject:fo,the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed'thereon. 4 ACORD 25(2001108) ` • nSUrance COMMERCIAL GENERAL LIABILITY CG 76 35 02 07 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. LIABILITY PLUS ENDORSEMENT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name of Person or Organization: ADDITIONAL INSURED — BY WRITTEN lease or occupy, subject to the following CONTRACT, AGREEMENT OR PERMIT, OR additional provisions: SCHEDULE (a) This insurance does not apply to The following paragraph is added to WHO IS AN any "occurrence" which takes place INSURED (Section II): after you cease to be a tenant in any premises leased to or rented to 4. Any person or organization shown in the Sched- you; ule or for whom you are required by written con- (b) This insurance does not apply to tract, agreement or permit to provide insurance any structural alterations, new con- is an insured, subject to the following additional struction or demolition operations provisions: performed by or on behalf of the a. The contract, agreement or permit must be person or organization added as an in effect during the policy period shown in insured; the Declarations, and must have been exe- (2) Your ongoing operations for that in- cuted prior to the "bodily injury", "property sured, whether the work is performed damage", or "personal and advertising by you or for you; injury". (3) The maintenance, operation or use by b. The person or organization added as an in- you of equipment leased to you by such sured by this endorsement is an insured only person or organization, subject to the to the extent you are held liable due to: following additional provisions: (1) The ownership, maintenance or use of (a) This insurance does not apply to that part of premises you own, rent, any "occurrence" which takes place after the equipment lease expires; Includes Copyrighted Material of Insurance Services Office, Inc., with its permission. Copyright, Insurance Services, 2001 � Safeco and the Safeco logo are registered trademarks of Safeco Corporation CG 76 35 02 07 Page 1 of 4 EP A (b) This insurance does not apply to This exclusion applies even if the claims "bodily injury" or "property dam- against any insured allege negligence or age" arising out of the sole negli- other wrongdoing in the supervision, hiring, gence of such person or employment, training or monitoring of others organization; by that insured, if the "occurrence" which caused the "bodily injury" or "property (4) Permits issued by any state or political damage" involved the ownership, mainte- subdivision with respect to operations nance, use or entrustment to others of any performed by you or on your behalf, aircraft, "auto" or watercraft that is owned subject to the following additional pro- or operated by or rented or loaned to any In- vision: sured. This insurance does not apply to "bodily This exclusion does not apply to: injury", "property damage", or (1) A watercraft while ashore on premises "personal and advertising injury" arising you own or rent; out of operations performed for the state or municipality. (2) A watercraft you do not own that is: c. The insurance with respect to any architect, (a) Less than 52 feet long; and engineer, or surveyor added as an insured (b) Not being used to carry persons or by this endorsement does not apply to property for a charge; "bodily injury", "property damage", or "per- sonal and advertising injury" arising out of (3) Parking an "auto" on, or on the ways the rendering of or the failure to render any next to, premises you own or rent, pro- professional services by or for you, includ- vided the "auto" is not owned by or ing: rented or loaned to you or the insured; (1) The preparing, approving, or failing to (4) Liability assumed under any "insured prepare or approve maps, drawings, contract" for the ownership, mainte- opinions, reports, surveys, change or- nance or use of aircraft or watercraft; or ders, designs or specifications; and (5) "Bodily injury" or "property damage" (2) Supervisory, inspection or engineering arising out of: services. (a) the operation of machinery or I to "bodily equipment that is attached to, or d. This insurance does nota apply Y part of, a land vehicle that would injury" or "property damage" included within qualify under the definition of the "products-completed operations haz- "mobile equipment" if it were not and". subject to a compulsory or financial responsibility law or other motor ve- A person's or organization's status as an insured un- hicle insurance law in the state der this endorsement ends when your operations for where it is licensed or principally that insured are completed. garaged; or No coverage will be provided if, in the absence of this (b) the operation of any of the machin- endorsement, no liability would be imposed by law on ery or equipment listed in Paragraph you. Coverage shall be limited to the extent of your f.(2) or f.(3) of the definition of"mobile equipment". negligence or fault according to the applicable princi- ples of comparative fault. (6) An aircraft you do not own provided it is not operated by any insured. NON-OWNED WATERCRAFT AND NON-OWNED AIRCRAFT LIABILITY TENANTS' PROPERTY DAMAGE LIABILITY Exclusion g. of COVERAGE A (Section 1) is replaced When a Damage To Premises Rented To You Limit is by the following: shown in the Declarations, Exclusion ). of Coverage A, Section I is replaced by the following: g. Bodily injuryor property damage arising out of the ownership, maintenance, use or ). Damage To Property entrustment to others of any aircraft, "auto" "Property damage" to: or watercraft owned or operated by or rented or loaned to any insured. Use includes oper- (1) Property you own, rent, or occupy, including ation and "loading or unloading". any costs or expenses incurred by you, or Page 2 of 4 �•I. .l.OI.lTM1 d00 M1 C _ 1 1 any other person, organization or entity, for WHO IS AN INSURED — MANAGERS repair, replacement, enhancement, restora- tion or maintenance of such property for any The following is added to Paragraph 2.a. of WHO IS reason, including prevention of injury to a AN INSURED (Section II): person or damage to another's property; (2) Premises you sell, give away or abandon, if Paragraph (1) does not apply to executive officers, or the "property damage" arises out of any part to managers at the supervisory level or above. of those premises; SUPPLEMENTARY PAYMENTS — COVERAGES A (3) Property loaned to you; AND B — BAIL BONDS — TIME OFF FROM (4) Personal property in the care, custody or WORK control of the insured; Paragraph 1.b. of SUPPLEMENTARY PAYMENTS — (5) That particular part of real property on which COVERAGES A AND B is replaced by the following: you or any contractors or subcontractors working directly or indirectly on your behalf b. Up to $3,000 for cost of bail bonds required are performing operations, if the "property because of accidents or traffic law violations damage" arises out of those operations, or arising out of the use of any vehicle to which the Bodily Injury Liability Coverage applies. (6) That particular part of any property that must We do not have to furnish these bonds. be restored, repaired or replaced because .your work" was incorrectly performed on it. Paragraph 1.d. of SUPPLEMENTARY PAYMENTS — Paragraphs (1), (3) and (4) of this exclusion do COVERAGES A AND B is replaced by the following: not apply to "property damage" (other than d. All reasonable expenses incurred by the in- damage by fire) to premises, including the con- sured at our request to assist us in the in- tents of such premises, rented to you. A separate vestigation or defense of the claim or "suit", limit of insurance applies to Damage To Prem- including actual loss of earnings up to $500 ises Rented To You as described in Section III a day because of time off from work. — Limits Of Insurance. Paragraph (2) of this exclusion does not apply if EMPLOYEES AS INSUREDS — HEALTH CARE the premises are "your work" and were never SERVICES occupied, rented or held for rental by you. Provision 2.a.(1)(d) of WHO IS AN INSURED (Section Paragraphs (3), (4), (5) and (6) of this exclusion II) is deleted, unless excluded by separate endorse- do not apply to liability assumed under a side- ment. track agreement. Paragraph (6) of this exclusion does not apply to EXTENDED COVERAGE FOR NEWLY ACQUIRED "property damage" included in the "products- ORGANIZATIONS completed operations hazard". Provision 3.a. of WHO IS AN INSURED (Section II) is Paragraph 6. of LIMITS OF INSURANCE (Section III) replaced by the following: is replaced by the following: a. Coverage under this provision is afforded 6. Subject to 5. above, the Damage To Premises only until the end of the policy period. Rented To You Limit is the most we will pay un- EXTENDED "PROPERTY DAMAGE" der Coverage A for damages because of . "property damage" to any one premises, while Exclusion a. of COVERAGE A (Section 1) is replaced rented to you, or in the case of damage by fire, by the following: C while rented to you or temporarily occupied by you with permission of the owner. a. "Bodily injury" or "property damage" expected The Damage To Premises Rented To You limit is the or intended from the standpoint of the insured.This exclusion does not apply to "bodily injury" higher of the Each Occurrence Limit shown in the or "property damage" resulting from the use of Declarations or the amount shown in the Declarations reasonable force to protect persons or property. as Damage To Premises Rented To You Limit. CG 76 35 02 07 Page 3 of 4 EP EXTENDED DEFINITION OF BODILY INJURY interrupted only by a street, roadway, waterway, or right-of-way of a railroad. Paragraph 3. of DEFINITIONS (Section V) is replaced by the following: INCREASED MEDICAL EXPENSE LIMIT 3. `Bodily injury" means bodily injury, sickness or The Medical Expense Limit is amended to $10,000. disease sustained by a person, including mental anguish or death resulting from any of these at KNOWLEDGE OF OCCURRENCE any time. The following is added to Paragraph 2. Duties In The TRANSFER OF RIGHTS OF RECOVERY Event Of Occurrence, Offense, Claim Or Suit of COMMERCIAL GENERAL LIABILITY CONDITIONS The following is added to Paragraph 8. Transfer Of (Section IV): Rights Of Recovery Against Others To Us of COM- MERCIAL GENERAL LIABILITY CONDITIONS (Sec- Knowledge of an "occurrence", claim or "suit" by tion IV): your agent, servant or employee shall not in itself constitute knowledge of the named insured unless an We waive any rights of recovery we may have against officer of the named insured has received such notice any person or organization because of payments we from the agent, servant or employee. make for injury or damage arising out of your ongoing operations or "your work" done under a contract with UNINTENTIONAL FAILURE TO DISCLOSE ALL that person or organization and included in the HAZARDS "products-completed operations hazard". This waiver applies only to a person or organization for whom you The following is added to Paragraph 6. Representa- are required by written contract, agreement or permit tions of COMMERCIAL GENERAL LIABILITY CONDI- to waive these rights of recovery. TIONS (Section IV): AGGREGATE LIMITS OF INSURANCE — PER If you unintentionally fail to disclose any hazards ex- LOCATION isting at the inception date of your policy, we will not deny coverage under this Coverage Form because of For all sums which the insured becomes legally obli- such failure. However, this provision does not affect gated to pay as damages caused by "occurrences" our right to collect additional premium or exercise our under COVERAGE A (Section 1), and for all medical right of cancellation or non-renewal. expenses caused by accidents under COVERAGE C (Section 1), which can be attributed only to operations LIBERALIZATION CLAUSE at a single "location": The following paragraph is added to COMMERCIAL Paragraphs 2.a, and 2.b. of Limits of Insurance (Sec- GENERAL LIABILITY CONDITIONS (Section IV): tion III) apply separately to each of your "locations" owned by or rented to you. 10. If a revision to this Coverage Part, which would provide more coverage with no additional pre- "Location" means premises involving the same or mium, becomes effective during the policy period connecting lots, or premises whose connection is in the state shown in the Declarations, your pol- icy will automatically provide this additional cov- erage on the effective date of the revision. Page 4 of 4 r nr 71 oai"TM_gAaRmIASA Tashman Johnson LLC Consultants in Policy,Planning&Project Management January 12, 2009 Phil Nachbar City of Tigard 13125 SW Hall Blvd. Tigard OR 97223 RE: Contract # 9-1099 Dear Phil, Enclosed please find Invoice No. 2 for services during December 2008 for the Tigard Urban Renewal District. Work focused on completing tax increment revenue projections. Please call if you have questions. Sincerely, Jeffrey Tashman Enc. Jeffrey Tashman 503.407.7443• Nina Johnson 503.407.5983 735 SW St.Clair Avenue#1810 • Portland,Oregon 97205-1438 Tashman Johnson I_I_C Consultants in Policy,Planning&Project Management INVOICE CONTRACT: Tigard Urban Renewal District Tax Increment Projection Update Contract# 9-1099 DATE: January 12,2009 BILLING PERIOD: December 2008 INVOICE NO: 2 Hours Cost Professional Services @$150/hr: Tax increment revenue projections 70%completion 3,710.00 Expenses: Copy&Printing 0.00 Data 0.00 Mileage 0.00 Total Due $3,710.00 Jeffrey Tashman 503.407.7443• Nina Johnson 503.407.5983 735 SW St.Clair Avenue#1810 • Portland,Oregon 97205-1438 Doreen Laughlin From: Sean Farrelly Sent: Tuesday, March 17, 2009 11:17 AM To: Doreen Laughlin Subject: FW: Status of Payment of Invoice 2? Sean Farrelly Citi-of Tigard Associate Planner Long Range Planning 13125 S\V Hall Blvd. Tigard,OR 97223 (503) 718-2420 From: Sean Farrelly Sent: Tuesday, March 17, 2009 11:00 AM To: 'Jeffrey Tashman' Subject: RE: Status of Payment of Invoice 2? Jeff- Phil is no longer with the City, and I'll be handling his duties for the time being. I really apologize for this mistake on our part. For some reason the purchasing folks used your previous address that was in our system from your 2005 contract.They have told me they are stopping payment on the check today and will send out a new check ASAP. Again, I really apologize and hope this doesn't cause you undue hardship, Sean Sean Farrelly City of Tigard Associate Planner Long Ranke Planning 13125 SW Hall Blvd. Tigard, OR 97223 (503) 718-2420 From: Jeffrey Tashman [mailto:tash8l@comcast.net] Sent: Tuesday, March 17, 2009 7:17 AM To: Sean Farrelly Subject: RE: Status of Payment of Invoice 2? Phil, the address used is not our current address, which is on the contract and is shown below. At this point we are seriously concerned about receiving payment soon. I don't know if the Postal Service is continuing to forward our mail. Please do everything you can to mail the check to the correct address ASAP. We are now over 60 days out from your original receipt of the invoice. 1 , r .'r Jeff Tashman Johnson LLC 735 SW St. Clair#1810 Portland, OR 97205-1438 503 407 7443 http://www.tashmanoohnson.com -----Original Message----- From: Phil Nachbar [mailto:phil@tigard-or.gov] Sent: Tuesday, March 10, 2009 1:20 PM To: 'Jeffrey Tashman' Subject: RE: Status of Payment of Invoice 2? Jeff, It was sent out last Friday to 6585 SW Parkhill dr Portland. Please confirm when you have received it. Thanks. From: Jeffrey Tashman [mailto:tash8l@comcast.net] Sent: Tuesday, March 10, 2009 10:43 AM To: Phil Nachbar Subject: Status of Payment of Invoice 2? Hello Phil, I'm checking in on payment of our second invoice, originally dated Jan 12., for $3,710.00. How's that coming? Jeff Tashman Johnson LLC 735 SW St. Clair#1810 Portland, OR 97205-1438 503 407 7443 2 Tashman Johnson«C Consultants rn Poli4,Planning&Project hlanagernent Y INVOICE CONTRACT- Tigard Urban Rene%cal District Tax Increment Projection Update Contract #9-1099 'DATE: January 12,2009 BIIJ-ING PERIOD: December 2008 ` INVOICt NO: 2 Hours Cost Professional Services @$150/hr. Tax increment revenue projections 70%completion 3,710.00 Expenses: Copy&Printing 0.00 Data j 0.00 Mileage j ` 0.00 Total Due i 53,710.00. Jeffrey Tashman 503.407.7443. Nina Johnson 503.407.5983 735 SW S11_Clair Avenue#1810 • Portland,Oregon 97205-1438 Contract Payment Reconciliation Form Reconciler: 1?hi1 Nachbar Department: CI) Date: 3J009 Contract No.: 9 1099 Vendor Name: ghrpan Johticou-LLC Vendor No.: Project Title: Tax Increment Projections Updoe Expiration Date: 61120/2009 Description: The�negotiating an option agreement for purchase of a property robe the location of the Downtown Plaxa.In order to determine the City's ability to finance the acquisition,it needs to,determine a reahst%rojection of its soutces&use of funds. Original Contract Amount $5,30__0.00 Retaina a°/a i an 011/6 Del tJ,J 1 12/31/2008 100-2290-601000 $ 1,060.00 ;i ? 1/12/2009 l 00-2290-601000 3,710.00 $ 3 7I 0.00 0% $ Project Manager Signature: Retainage to be Paid Upon Completion Department Designee Signature: Retraining Contract Amount $ 530.00 Tashman Johnson LLC Consultants in Policy,Planning&Project Management December 10, 2008 Phil Nachbar City of Tigard 13125 SW Hall Blvd. Tigard OR 97223 Dear Phil, Enclosed please find Invoice No. 1 for services during November 2008 related to updating tax increment projections for the Tigard Urban Renewal District. Work focused on data gathering and analysis. Please call if you have questions. Sincerely, Jeffrey Tashman Enc. Jeffrey Tashman 503.407.7443• Nina Johnson 503.407.5983 735 SW St.Clair Avenue#1810 9 Portland,Oregon 97205-1438 Tashman Johnson LLC Consultants in Policy,Planning&Project Management INVOICE CONTRACT: Tigard Urban Renewal District Tax Increment Projections Update DATE: December 10,2008 BILLING PERIOD: November 2008 INVOICE NO: 1 Hours Cost Professional Services @$150/hr: Data gatheirng and analysis 20%completion 1,060.00 Expenses: Copy&Printing 0.00 Data 0.00 Mileage 0.00 e Total Due $1,060.00 Jeffrey Tashman 503.407.7443• Nina Johnson 503.407.5983 735 SW St.Clair Avenue#1810 9 Portland,Oregon 97205-1438 Contract Payment Reconciliation Form IZf lv Reconciler: Phil Nachbar Department: CD Date: ll, 2008 Contract No.: Vendor Name: Tashman Johnson.LLC Vendor No.: Project Title: Tax Increment Projections Update Expiration Date: 6/20/2009 Description: The City is negotiating an option agreement for purchase of a property to be the location of the Downtown Plaza.In order to determine the City's ability to finance the acquisition,it needs to determine a realistic projection of its sources&use of funds. Original Contract Amount $5,300.00 Retaina DetailsInvoice /Payment Invoice N& Date Contract/Amendnient No. Account Strin- Amount Retaina-e To Be'Paid Pa6-611-111c'-\'q. 1 12/10/2008 100-2290701000 $ 1,060.00 $ - $ 1,060.00 $ - $ - $ - $ Amendment Details Number, Date Description Aniount (V.Co-litract $ 0% $ - 0% $ - 0% Totals $ 1 $ - �f'cx�e�il g _ Project Manager Signature: A 4�� / Retainage to be Paid Upon Completion $ - Department Designee Signature: Remaining Contract Amount $ 4,240.00 Doreen Laughlin From: Doreen Laughlin Sent: Tuesday, March 17, 2009 11:19 AM To: Phyllis Harris Cc: Sean Farrelly Subject: Tashman Johnson LLC - Please pay Attachments: Tashman reconciliation form and invoice.pdf Hi Phyllis, Per our conversation, attached is a copy of the reconciliation form and invoice for Tashman Johnson. (This is the one where the 210 payment was sent to the wrong address somellow.) Sean has emailed Tashman apologizing for the missing payment and told hint a stop payment was being put on the original check and that a nein one was being issued today to his address on SW St. Clair. I'll walk a hardcopy of this over to you right now. Thanks! V mtew Zaa f&G;t SeniorAdministrative Specialist Long Range Planning 50.3-718-2714 City of Tigard doreen@ tiga rd-orgo-v i Contract Payment Reconciliation FoM y Reconciler: hil Naqhbar Department. CD Date: 3 2 200h Contract No.i 9-1099 Vendor Name: hmnlohnsa Li(, Vendor No.: Project Title: Tax Increment projections Updnte Expitation.Date: 6/20/2009 Description: The City is negotiating nn option agrectnent for purchase of a properry'to be the location of the Downtown Phiza.In order to determine the City's nbili�,to finance the acquisition,it needs to determine ai realistic projection of its sources&use of funds. Original Contract Amount $5,300.00 Retains a°/n i an yJ 0% 11 12/31/2008 100-2290-601000 $ 1 D60.00 $ 2 1/12/2009 100-2290 601000 $ 3,710.00 3,710.00 - $ $ - $ $ $' _ $ $ $ - 0% $ - 01Yo $ 0% t tat�q Amoont Project Manager Signature: ''`} Retainage to be Paid'Upon Completion $ n Department Designee Signature: Remaining Contract Amount $ 530.00 Tashman Johnson LLC Convillanis in Polig,Planning&Projert Manageumd INVOICE CONTRACT: Tigard Urban Renewal District 'Fax Increment Projection Update Contract#9-1099 DATE: January 12,2009 BILLING PERIOD: December 2008 rN`VOICE NO: 2 Hours Cost Professional Services @$150/hr. Tax increment revenue projections 70%completion 3,710.00 Expenses: Copy&Printing 0.00 Data 0.00 'Mileage 0.00 Total Due $3,710.001 Jeffrey Tashman 503.407.7443 a Nina Johnson 503,407,5983 735 SW St Clair Avenue#1810 * Portland,Oregon 97205-1438 Doreen Laughlin From: Doreen Laughlin Sent: Wednesday, November 19, 2008 11:01 AM To: 'tash81 @comcast.net' Cc: Phil Nachbar; Jerree Lewis Subject: Contract with the City of Tigard Attachments: W-9 aka 1099.pdf; Tashman Personal Services Agreement.docx; UR Financial Projections - Scope of Work revised November 18 (3).pdf Hello Mr.Tashman, Attached are electronic copies of the Contract (Personal Services Agreement) & Scope of Work regarding the Tigard Urban Renewal District Tax Increment Projections Update. If you would, please make two (2) copies of the contract—after signatures both copies will become "originals." Please sign both originals and mail both back to me. In addition, please send a signed copy of your W9(attached—I need the signed, first page only.) I will also need your Certificate of Insurance (see page two of the contract under "insurance" heading.) When I receive the two originals, W9, & Certificate of Insurance, authorized staff will sign both contract originals. We will keep one and I will mail the other signed original back to you for your file. Please mail the requested documents to me at the address below: Doreen Laughlin City of Tigard 13125 SW Hall Blvd Tigard, OR 97223 If you have any questions, please feel to call either me or Phil Nachbar at (503) 639-4171. Phil's direct line is: 503-718-2557. Thank you, (Doreen Laughlin Administrative Specialist II Long Range Planning 503-718-2714 City of Tigard doreen@tigard-or.gov 1 R } Doreen Laughlin From: Jeff Tashman [tash81 @comcast.net] Sent: Thursday, November 20, 2008 11:36 AM To: Doreen Laughlin Subject: RE: Contract with the City of Tigard Attachments: w9 tigard.jpg; persery 2.jpg; persery 1.jpg Follow Up Flag: Follow up Flag Status: Flagged Hi Doreen, The contracts were input-protected so I couldn't insert my signature. I signed two signature sheets and have attached them along with the signed W9. I have emailed my insurance agent to send you a certificate of insurance per the contract. Let me know if you need anything else. Jeff Tashman 503 407 7443 -----Original Message----- From: Doreen Laughlin [mailto:doreen@tigard-or.gov] Sent: Wednesday, November 19, 2008 5:05 PM To: 'Jeff Tashman' Cc: Phil Nachbar Subject: RE: Contract with the City of Tigard Hello Jeff, I just sent you a voicemail regarding this as well. We can accept electronic signatures, however, I would still need your Certificate of Insurance and W-9. You can fax those to me at 503-718-2748—but please let me know if you're planning on faxing anything so I'll be sure to pick it up. If you have any other questions, please feel free to call or email. (Doreen Gaughfin Administrative Specialist II Long Range Planning 503-718-2714 City of Tigard doreen@tigard-or.gov From: Jeff Tashman [mailto:tash81@comcast.net] Sent: Wednesday, November 19, 2008 11:45 AM To: Doreen Laughlin Subject: RE: Contract with the City of Tigard w Can you accept electronic signatures? -----Original Message----- From: Doreen Laughlin [mailto:doreen@tigard-or.gov] Sent: Wednesday, November 19, 2008 1:01 PM To: 'tash8l@comcast.net' Cc: Phil Nachbar; ]erree Lewis Subject: Contract with the City of Tigard Hello Mr. Tashman, Attached are electronic copies of the Contract (Personal Services Agreement) & Scope of Work regarding the Tigard Urban Renewal District Tax Increment Projections Update. If you would, please make two (2) copies of the contract—after signatures both copies will become "originals." Please sign both originals and mail both back to me. In addition, please send a signed copy of your W9 (attached—I need the signed,first page only.) I will also need your Certificate of Insurance (see page two of the contract under "insurance" heading.) When I receive the two originals, W9, & Certificate of Insurance, authorized staff will sign both contract originals. We will keep one and I will mail the other signed original back to you for your file. Please mail the requested documents to me at the address below: Doreen Laughlin City of Tigard 13125 SW Hall Blvd Tigard, OR 97223 If you have any questions, please feel to call either me or Phil Nachbar at (503) 639-4171. Phil's direct line is: 503-718-2557. Thank you, (Doreen Laughlin Administrative Specialist II Long Range Planning 503-718-2714 City of Tigard doreen@tigard-or.gov 2 v 0 CITY OF TIGARD CONTRACT SUMMARY FORM THIS MUST ACCOMPANY EACH CONTRACT BEFORE AUTHORIZATION SIGNATURE CAN BE ACQUIRED Title of Contract:Tax Increment Projections Update Contract#: (Assigned after execution Contractor:Tashman Johnson,LLC I Total: $5,300.00 Brief Overview: The City is negotiating an option agreement for purchase of a property to be the location of the Downtown Plaza. In order to determine the City's ability to finance the acquisition,it needs to determine a realistic projection of its sources and uses of funds. Changes Made To None Boilerplate Contract. Type of Contract: ❑ Purchase Agreement Personal Service ❑ Construction ❑ Other Start Date: 11-21-08 End Date: 06-20-09 LCRB Award Date: Contract Manager:Phil Nachbar Extension: 2557 Department: Community Development Quotes/Bids/Proposals: COMPANY AMOUNT/ SCORE Tashman Johnson,LLC. $5,300.00 Department Comments: Department SiRnature Date: Purchasing Comments: Purchasing Sign Date: 12—/6 d Administration: Date: Certificate of Insurance Received? 19Yes ❑ No ❑ Self-Insured (Form Received Business Tax Current? ❑ Yes ❑ No N/A Contractor License Current? ❑ Yes ❑ No N/A Federal TIN/1099 #: 931192170 1 Bonds Required: ❑ Yes No Accounting String: Fund Division Account Total 100 2290 601000 $5,300.00