Morgan Holen & Associates, LLC ~ C140043 CITY OF TIGARD,OREGON-CONTRACT SUMMARY FORM
THIS FORM MUS T ACCOMPANY EVERY CONTRACT
Contract Title: Potso Dog Park —Parking Lot Improvements 92021 Number ,146oll
Contractor: Morgan Holen &Associates,LLC Contract Total: $1,700
Contract Overview: Consultant will provide professional services with regards to tree condition
evaluation, site monitoring, and tree protection documentation and reporting as
specified in the contract and required by the Cit�:'s Conditions of A1212roval for the
protect..
Initial Risk Level: ❑ Extreme ❑ High ❑ Moderate ® Low
Risk Reduction Steps: Lowering the automobile liability to incidental use (Reduced to $1 million instead of
$2 million).
Risk Comments:
Risk Signature:
Contract Manager: Kim S. Mc illan. P.E. Ext: 2642 Department: Engineering__
Type: ❑ Purchase.Agreement ® Personal Service ❑ General Service ❑ Public Improvement
❑ IGA ❑ Other: Start Date: 12/05/2013 End Date: 12/31/2014
Quotes/Bids/Proposal: FIRM AMOUNT/SCORE
Morgan Holen&Associates $1
,700
(Mileage and Miscellaneous Expenses Included)
Account String: Fund-Division-Account Work Order—Activity TXVe Amount
420-8000-56005 92021-130 $1,700
ApVtovals - LCRB Date:
Department Comments: Direct appoint. Contract under$20,000
Department Signature: IZ I I a
Purchasing Comments:
Purchasing Signature:
City Manager Commen _
City Manager Signature:
After securing all required approvals,forward original copy to the Contracting and Purchasing Oce along with a
completed Contract Checklist.
Contract Number I(4C43
CITY OF TIGARD,OREGON
PERSONAL SERVICES CONTRACT
POTSO DOG PARK—PARKING LOT IMPROVEMENTS
PROFESSIONAL ARBORIST SERVICES
THIS AGREEMENT made and entered into this 5th day of December, 2013 by and between the City of
Tigard, a municipal corporation of the State of Oregon, hereinafter called City, and Morgan Holen &
Associates, LLC,hereinafter called the Consultant.
RECITALS
WHEREAS, the City's 2013-2014 fiscal year budget provides for services related to the Design and
Construction Phases of the Potso Dog Park—Parking Lot Improvements ; and
WHEREAS, City has need for the services of a company with a particular training, ability, knowledge, and
experience possessed by Consultant,and
WHEREAS, City has determined that Consultant 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:
1. SERVICES TO BE PROVIDED
Consultant shall initiate services immediately upon receipt of City's notice to proceed together with
an executed copy of this Agreement. Consultant agrees to complete work that is detailed in
Exhibit A and by this reference made a part hereof. Any and all work assigned by the City will be
contained in subsequent scope of work as needed
2. EFFECTIVE DATE AND DURATION
This Agreement shall become effective upon the date of execution, and shall expire, unless
otherwise terminated or extended, on December 31, 2014. ill work under this Agreement shall be
completed prior to the expiration of this Agreement.
3. COMPENSATION
The City agrees to pay Consultant in accordance with the fee schedule outlined in Exhibit A for
performance of those services described herein and in any subsequent agreements that arise from
the work under this Agreement. The total amount paid to the Consultant by the City shall not
exceed One Thousand Seven Hundred and Zero/100 Dollars ($1,700.00) if all tasks are
completed. Any and all payments made to the Consultant shall be based upon the following
applicable terms:
A. Payment by City to Consultant for performance of services under this Agreement includes
all expenses incurred by Consultant, with the exception of expenses, if any identified in this
Agreement as separately reimbursable.
B. Payment will be made in installments based on Consultant's invoice, sub)ect to the approval
of the City Manager, or designee, and not more frequently than monthly. Payment shall be
made only for work actually completed as of the date of invoice.
C. Payment by City shall release City from any further obligation for payment to Consultant,
for services performed or expenses incurred as of the date of the invoice. Payment shall not
be considered acceptance or approval of any work or waiver of any defects therein.
D. Consultant shall make payments promptly, as due, to all persons supplying labor or materials
for the prosecution of this work.
E. Consultant shall not permit any lien or claim to be filed or prosecuted against the City on
any account of any labor or material furnished.
F. Consultant shall pay to the Department of Revenue all sums withheld from employees
pursuant to ORS 316.167.
G. If Consultant fails, neglects or refuses to make prompt payment of any claim for labor or
services furnished to Consultant or a sub-consultant or sub-consultant by any person as such
claim becomes due, City's Finance Director may pay such claim and charge the amount of
the payment against funds due or to become due the Consultant. The payment of the claim
in this manner shall not relieve Consultant or their surety from obligation with respect to any
unpaid claims.
H. Consultant shall pay employees at least time and a half pay for all overtime worked in excess
of 40 hours in any one week except for individuals under the contract who are excluded
under ORS 653.010 to 653.261 or under 29 USC sections 201 to 209 from receiving
overtime.
I. Consultant shall promptly, as due, make payment to any person, co-partnership, association
or corporation, furnishing medical, surgical and hospital care or other needed care and
attention incident to sickness or injury to the employees of Consultant or all sums which
Consultant agrees to pay for such services and all moneys and sums which Consultant
collected or deducted from the wages of employees pursuant to any law, contract or
agreement for the purpose of providing or paying for such service.
J. The City certifies that sufficient funds are available and authorized for expenditure to
finance costs of this contract during the current fiscal year. Funding during future fiscal
years shall be subject to budget approval by Tigard's City Council.
4. OWNERSHIP OF WORK PRODUCT
City shall be the owner of and shall be entitled to possession of any and all work products of
Consultant which result from this Agreement,including any computations,plans, correspondence or
pertinent data and information gathered by or computed by Consultant prior to termination of this
Agreement by Consultant or upon completion of the work pursuant to this Agreement.
5. ASSIGNMENT/DELEGATION
Neither party shall assign, sublet or transfer any interest in or duty under this Agreement without the
written consent of the other and no assignment shall be of any force or effect whatsoever unless and
until the other party has so consented. If City agrees to assignment of tasks to a subcontract,
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Consultant shall be fully responsible for the acts or omissions of any subconsultants or
subconsultants and of all persons employed by them, and neither the approval by City of any
subconsultant or subconsultant nor anything contained herein shall be deemed to create any
contractual relation between the subconsultant and City.
6. STATUS OF CONSULTANT AS INDEPENDENT CONSULTANT
Consultant certifies that:
A. Consultant acknowledges that for all purposes related to this Agreement, Consultant is and
shall be deemed to be an independent Consultant 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 Consultant 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 Consultant under the
terms of this Agreement, to the full extent of any benefits or other remuneration Consultant
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 Consultant or to a third party) as a result of said
finding.
B. The undersigned Consultant hereby represents that no employee of the City, or any
partnership or corporation in which a City employee has an interest, has or will receive any
remuneration of any description from Consultant, either directly or indirectly,in connection
with the letting or performance of this Agreement,except as specifically declared in writing.
If this payment is to be charged against Federal funds, Consultant certifies that he/she is not
currently employed by the Federal Government and the amount charged does not exceed his
or her normal charge for the type of service provided.
Consultant and its employees, if any, are not active members of the Oregon Public
Employees Retirement System and are not employed for a total of 600 hours or more in the
calendar year by any public employer participating in the Retirement System.
C. Consultant certifies that it currently has a City business license or will obtain one prior to
delivering services under this Agreement.
D. Consultant is not an officer, employee, or agent of the City as those terms are used in ORS
30.265.
7. INDEMNIFICATION
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City has relied upon the professional ability and training of Consultant as a material inducement to
enter into this Agreement. Consultant represents that all of 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 Consultant's work
by City shall not operate as a waiver or release.
Consultant agrees to indemnify and defend the City, its officers, employees, agents and
representatives 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 (at both
trial and appeal level, whether or not a trial or appeal ever takes place including any hearing before
federal or state administrative agencies) that may be asserted by any person or entity which in any
way arise from, during or in connection with the performance of the work described in this contract,
except liability arising out of the sole negligence of the City and its employees. Such indemnification
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.
8. INSURANCE
Consultant and its subconsultants 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 Consultant's activities or work hereunder, including the operations of its subconsultants of
any tier.
The policy or policies of insurance maintained by the Consultant shall provide at least the following
limits and coverages:
A. Commercial General Liability Insurance
Consultant shall obtain, at consultant'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 (CG 2010 1185 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 $2,000,000
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. Commercial Automobile Insurance
Consultant shall also obtain, at consultant's expense, and keep in effect during the term of the
contract,Commercial Automobile Liability coverage including coverage for all owned,hired, and
non-owned vehicles on an "occurrence" form. The Combined Single Limit per occurrence shall
not be less than$1,000,000.
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If Consultant uses a personally-owned vehicle for business use under this contract, the
Consultant shall obtain, at Consultant's expense, and keep in effect during the term of the
contract,business automobile liability coverage for all owned vehicles on an "occurrence" form.
The Combined Single Limit per occurrence shall not be less than$1,000,000.
C. Workers' Compensation Insurance
The Consultant or, its subconsultants, if any, and all employers providing work, labor, or
materials under this Contract that are subject employers under the Oregon Workers'
Compensation Law shall comply with ORS 656.017, which requires them to provide workers'
compensation coverage that satisfies Oregon law for all their subject workers. 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. Consultants who
perform work without the assistance or labor of any employee need not obtain workers'
compensation coverage. All non-exempt employers shall provide Employer's Liability Insurance
with coverage limits of not less than$1,000,000 each accident.
D. Additional Insured Provision
All policies aforementioned, other than Workers' Compensation and Professional Liability, shall
include the City its officers, employees, agents and representatives as additional insureds with
respect to this contract.
E. Insurance Carrier Rating
Coverages provided by the Consultant must be underwritten by an insurance company deemed
acceptable by the City. All policies of insurance must be written by companies having an A.M.
Best rating of "A-VII" or better, or equivalent. The City reserves the right to reject all or any
insurance carriers)with an unacceptable financial rating.
F. Self-Insurance
The City understands that some Consultants may self-insure for business risks and the City will
consider whether such self-insurance is acceptable if it meets the minimum insurance
requirements for the type of coverage required. If the Consultant is self-insured for commercial
general liability or automobile liability insurance the Consultant must provide evidence of such
self-insurance. The Consultant must provide a Certificate of Insurance showing evidence of the
coverage amounts on a form acceptable to the City. The City reserves the right in its sole
discretion to determine whether self-insurance is adequate.
G. Certificates of Insurance
As evidence of the insurance coverage required by the contract, the Consultant shall furnish a
Certificate of Insurance to the City. No contract shall be effective until the required Certificates
of Insurance have been received and approved by the City. The certificate will specify and
document all provisions within this contract and include a copy of Additional Insured
Endorsement. A renewal certificate will be sent to the below address prior to coverage
expiration.
H. Independent Consultant Status
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The service or services to be rendered under this contract are those of an independent
Consultant. Consultant is not an officer, employee or agent of the City as those terms are used
in ORS 30.265.
I. Primary Coverage Clarification
The parties agree that Consultant's coverage shall be primary to the extent permitted by law.
The parties further agree that other insurance maintained by the City is excess and not
contributory insurance with the insurance required in this section.
J. Cross-Liability Clause
A cross-liability clause or separation of insureds clause will be included in all general liability,
professional liability,pollution and errors and omissions policies required by this contract.
A certificate in form satisfactory to the City certifying to the issuance of such insurance will be
forwarded to:
City of Tigard
Attn: Contracts and Purchasing Office
13125 SW Hall Blvd.
Tigard, Oregon 97223
At the discretion of the City, a copy of each insurance policy, certified as a true copy by an
authorized representative of the issuing insurance company may be required to be forwarded to
the above address.
Such policies or certificates must be delivered prior to commencement of the work. The procuring
of such required insurance shall not be construed to limit Consultant's liability hereunder.
Notwithstanding said insurance, Consultant shall be obligated for the total amount of any damage,
injury, or loss caused by negligence or neglect connected with this contract.
9. METHOD &PLACE OF SUBMITTING NOTICE,BILLS AND PAYMENTS
All notices, bills and payments shall be made in writing and may be given by personal delivery, mail
or by fax. Payments may be made by personal delivery, mail, or electronic transfer. The following
addresses shall be used to transmit notices,bills,payments,and other information:
CM-OF TiGARD MORGAN HOLEN&ASSOCLVMS,LLC
Attn: Kim NIcNfillian,Engineering Manager Attn: Morgan Holen
Address: 13125 S\X'Hall Boulevard Address: 3 Nlonroe Parkway, Suite P 220
Tigard,Oregon 97223 Lake Oswego, Oregon 97035
Phone: (503) 718-2642 Phone: (971) 409-9354
Fax: (503) 684-7297 Fax: ( )
Email: kimgtigard-or.gov Email: morgan.holen a,comcast.net
and when so addressed, shall be deemed given upon deposit in the United States mail, postage
prepaid, or when so faxed, shall be deemed given upon successful fax. In all other instances,
notices, bills and payments shall be deemed given at the time of actual delivery. Changes may be
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made in the names and addresses of the person to who notices, bills and payments are to be given
by giving written notice pursuant to this paragraph.
10. MERGER
This writing is intended both as a final expression of the Agreement between the parties with respect
to the included terms and as a complete and exclusive statement of the terms of the Agreement. No
modification of this Agreement shall be effective unless and until it is made in writing and signed by
both parties.
11. PROFESSIONAL SERVICES
The City requires that services provided pursuant to this agreement shall be provided to the City by
a Consultant that does not represent clients on matters contrary to City interests. Further,
Consultant shall not engage services of an attorney and/or other professional who individually, or
through members of his/her same firm,represents clients on matters contrary to City interests.
Should the Consultant represent clients on matters contrary to City interests or engage the services
on an attorney and/or other professional who individually, or through members of his/her same
firm, represents clients on matters contrary to City interests, Consultant shall consult with the
appropriate City representative regarding the conflict.
After such consultation, the Consultant shall have seven (7) days to eliminate the conflict to the
satisfaction of the City. If such conflict is not eliminated within the specified time period, the
agreement may be terminated pursuant to Section 13 (B) (3) of this agreement.
12. TERMINATION WITHOUT CAUSE
At any time and without cause, City shall have the right in its sole discretion, to terminate this
Agreement by giving notice to Consultant. If City terminates the contract pursuant to this
paragraph,it shall pay Consultant for services rendered to the date of termination.
13. TERMINATION WITH CAUSE
A. City may terminate this Agreement effective upon delivery of written notice to Consultant,
or at such later date as may be established by City,under any of the following conditions:
1) If City funding from federal, state, local, or other sources is not obtained and
continued at levels sufficient to allow for the purchase of the indicated quantity of
services. This Agreement may be modified to accommodate a reduction in funds
2) If federal or state regulations or guidelines are modified, changed, or interpreted in
such a way that the services are no longer allowable or appropriate for purchase
under this Agreement.
3) If any license or certificate required by law or regulation to be held by Consultant,its
subconsultants, agents, and employees to provide the services required by this
Agreement is for any reason denied,revoked, or not renewed.
4) If Consultant becomes insolvent,if voluntary or involuntary petition in bankruptcy is
filed by or against Consultant, if a receiver or trustee is appointed for Consultant, or
if there is an assignment for the benefit of creditors of Consultant.
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Any such termination of this agreement under paragraph (a) shall be without prejudice to
any obligations or liabilities of either party already accrued prior to such termination.
B. City, by written notice of default (including breach of contract) to Consultant,may terminate
the whole or any part of this Agreement:
1) If Consultant fails to provide services called for by this agreement within the time
specified herein or any extension thereof, or
2) If Consultant fails to perform any of the other provisions of this Agreement, or so
fails to pursue the work as to endanger performance of this agreement in accordance
with its terms, and after receipt of written notice from City, fails to correct such
failures within ten (10) days or such other period as City may authorize.
3) If Consultant fails to eliminate a conflict as described in Section 11 of this
agreement.
The rights and remedies of City provided in the above clause related to defaults (including
breach of contract) by Consultant shall not be exclusive and are in addition to any other
rights and remedies provided by law or under this Agreement.
If City terminates this Agreement under paragraph (b), Consultant shall be entitled to receive
as full payment for all services satisfactorily rendered and expenses incurred, an amount
which bears the same ratio to the total fees specified in this Agreement as the services
satisfactorily rendered by Consultant bear to the total services otherwise required to be
performed for such total fee; provided, that there shall be deducted from such amount the
amount of damages, if any, sustained by City due to breach of contract by Consultant.
Damages for breach of contract shall be those allowed by Oregon law, reasonable and
necessary attorney fees,and other costs of litigation at trial and upon appeal.
14. ACCESS TO RECORDS
City shall have access to such books, documents, papers and records of Consultant as are directly
pertinent to this Agreement for the purpose of making audit,examination, excerpts and transcripts.
15. FORCE MAJEURE
Neither City nor Consultant shall be considered in default because of any delays in completion and
responsibilities hereunder due to causes beyond the control and without fault or negligence on the
part of the parties so disenabled,including but not restricted to, an act of God or of a public enemy,
civil unrest,volcano, earthquake, fire, flood, epidemic, quarantine restriction,area-wide strike, freight
embargo, unusually severe weather or delay of subconsultant or supplies due to such cause;provided
that the parties so disenabled shall within ten (10) days from the beginning of such delay, notify the
other party in writing of the cause of delay and its probable extent. Such notification shall not be
the basis for a claim for additional compensation. Each party shall, however, make all reasonable
efforts to remove or eliminate such a cause of delay or default and shall,upon cessation of the cause,
diligently pursue performance of its obligation under the Agreement.
16. NON-WAIVER
The failure of City to insist upon or enforce strict performance by Consultant of any of the terms of
this Agreement or to exercise any rights hereunder should not be construed as a waiver or
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relinquishment to any extent of its rights to assert or rely upon such terms or rights on any future
occasion.
17. NON-DISCRIMINATION
Consultant agrees to comply with all applicable requirements of federal and state civil rights and
rehabilitation statutes, rules, and regulations. Consultant also shall comply with the Americans with
Disabilities Act of 1990, ORS 659A.142, and all regulations and administrative rules established
pursuant to those laws.
18. ERRORS
Consultant shall perform such additional work as may be necessary to correct errors in the work
required under this Agreement without undue delays and without additional cost.
19. EXTRA(CHANGES) WORK
Only the City's Project Manager for this Agreement may authorize extra (and/or change) work.
Failure of Consultant to secure authorization for extra work shall constitute a waiver of all right to
adjustment in the contract price or contract time due to such unauthorized extra work and
Consultant thereafter shall be entitled to no compensation whatsoever for the performance of such
work.
20. WARRANTIES
All work shall be guaranteed by Consultant for a period of one year after the date of final acceptance
of the work by the owner. Consultant warrants that all practices and procedures,workmanship and
materials shall be the best available unless otherwise specified in the profession. Neither acceptance
of the work not payment therefore shall relieve Consultant from liability under warranties contained
in or implied by this Agreement.
21. ATTORNEY'S FEES
In case suit or action is instituted to enforce the provisions of this Contract, the parties agree that
the losing party shall pay such sum as the court may adjudge reasonable attorney fees and court
costs,including attorney's fees and court costs on appeal.
22. GOVERNING LAW
The provisions of this Agreement shall be construed in accordance with the provisions of the laws
of the State of Oregon. Any action or suits involving any question arising under this Agreement
must be brought in the appropriate court of the State of Oregon.
23. COMPLIANCE WITH STATE AND FEDERAL LAWS/RULES
Consultant shall comply with all applicable federal, state and local laws, rules and regulations,
including, but not limited to, the requirements concerning working hours, overtime, medical care,
workers compensation insurance, health care payments, payments to employees and subconsultants
and income tax withholding contained in ORS Chapters 279A, 279B and 279C, the provisions of
which are hereby made a part of this agreement.
24. CONFLICT BETWEEN TERMS
It is further expressly agreed by and between the parties hereto that should there be any conflict
between the terms of this instrument in the proposal of the contract, this instrument shall control
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and nothing herein shall be considered as an acceptance of the said terms of said proposal
conflicting herewith.
25. AUDIT
Consultant shall maintain records to assure conformance with the terms and conditions of this
Agreement, and to assure adequate performance and accurate expenditures within the contract
period. Consultant agrees to permit City, the State of Oregon,the federal government, or their duly
authorized representatives to audit all records pertaining to this Agreement to assure the accurate
expenditure of funds.
26. SEVERABILITY
In the event any provision or portion of this Agreement is held to be unenforceable or invalid by
any court of competent jurisdiction, the validity of the remaining terms and provisions shall not be
affected to the extent that it did not materially affect the intent of the parties when they entered into
the agreement.
27. CONDITIONS OF SUPPLYING A PUBLIC AGENCY
Where applicable, seller must make payment promptly as due to persons supplying Consultant labor
or materials for the execution of the work provided by this order. Consultant must pay all
contributions or amounts due from Consultant to the Industrial Accident Fund incurred in the
performance of this order. Consultant 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.
Consultant further agrees to pay to the Department of Revenue all sums withheld from employees
pursuant to ORS 316.167.
28. HOURS OF LABOR
If labor is performed under this order, then no person shall be employed for more than eight (8)
hours in any one day, or forty (40) hours in any one week, except in cases of necessity, or emergency
or where the public policy absolutely requires it, and in such cases, except cases of contracts for
personal services as defined in ORS 279A.055, the labor shall be paid at least time and a half for all
overtime in excess of eight (8) hours a day and for all work performed on Saturday and on any legal
holidays as specified in ORS 279C.540. In cases of contracts for personal services as defined in
ORS 279A.055,any labor shall be paid at least time and a half for all hours worked in excess of forty
(40) hours in any one week, except for those individuals excluded under ORS 653.010 to 653.260 or
under 29 USC SS 201-209.
29. MEDICAL CARE AND WORKERS' COMPENSATION
Consultant shall promptly, as due, make payment to any person, co-partnership, association or
corporation, furnishing medical, surgical and hospital care or other needed care and attention
incident to sickness or injury,to the employees of such Consultant, of all sums which the Consultant
agrees to pay for such services and all moneys and sums which the Consultant collected or deducted
from the wages of the employees pursuant to any law, Consultant agreement for the purpose of
providing or paying for such service.
30. COMPLETE AGREEMENT
This Agreement and attached exhibits constitutes the entire Agreement between the parties. No
waiver, consent,modification, or change of terms of this Agreement shall bind either party unless in
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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.
Consultant, by the signature of its authorized representative, hereby acknowledges that he has read
this Agreement,understands it and agrees to be bound by its terms and conditions.
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IN WITNESS WHEREOF, City has caused this Agreement to be executed by its duly authorized
undersigned officer and Consultant has executed this Agreement on the date hereinabove first written.
CITY OF TIGARD MORGAN HOLEN yy&ASSOCIATES,LLC
`C'
AJO&J—,
By: Mike Stone,P.E., City Engineer By: Au h ed Agent o C n tant
Date Date
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EXHIBIT A
SERVICES TO BE PROVIDED
SCOPE OF SERVICES
Following is the proposed scope of services from design through construction:
PRECONSTRUCTION PHASE
• TASK 1 - Evaluate Trees: Provide one site visit to evaluate existing trees in terms of general
condition and proposed construction. Develop recommendations for tree protection.
Approximately 10 trees, all located along the southwest property line.
• TASK 2 - Prepare Arborist Report: Prepare written report documenting existing tree conditions
and providing specifications for tree protection during construction.
• TASK 3 - Provide Protection Recommendations: Mark up the site plan to illustrate the location
of needed tree protection measures. Provide to the Designer for incorporations of tree protection
measures in to the Bid Documents.
CONSTRUCTION PHASE
• TASK 4- Perform Tree Protection Site Inspections. Visit the site to inspect the condition of tree
protection measures throughout construction duration. Assume one initial site visit to verify the
installation of protection measures prior to construction, followed by site visits once every two
weeks for 8 weeks with a monitoring report sent to the Client, Contractor, and City following each
inspection. The final site visit will include an arborist memorandum regarding the health of
protected trees.
FEE SCHEDULE
Consultant Rate $150/hour
Mileage Current IRS mileage rate
Miscellaneous expenses _j At cost
COST/RATE ESTIMATES/FEE SCHEDULE
This scope of work will be completed on a time and materials basis for an estimated amount not to exceed
$1,700. Billing rates will be based on the fee schedule. Additional work outside of this scope will be
performed on a time and materials basis at the rates shown in the fee schedule and with prior written
consent from the Client. Work will be completed in a timely manner.
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971.409.9354
Morgan Molen 3 Monroe Parkway,Suite P 220
Lake Oswego,Oregon 97035
Af f OCIATU� Consulting Arborists and Urban Forest Management morgan.holen@comcast.net
SCOPE OF WORK AND AGREEMENT
Project/Io. MHA1350 October 31, 2013
Project Information: Client:
Potso Dog Park—Parking Lot Improvements City of Tigard, Engineering Department
Consulting Arborist Services Attn: Karleen M. Aichele, Engineering Technician
Tigard, Oregon 13125 SW Hall Blvd.
Tigard, Oregon 97223
Tasks Description
Tree Evaluation. One site visit to evaluate existing trees in terms of general condition
1 and proposed construction. Develop recommendations for tree protection.
Approximately 10 trees, all located on neighboring property.
Arborist Report.Written report documenting existing tree conditions and providing
2 specifications for tree protection during construction. Mark-up site plan to illustrate the
location of tree protection measures.
Regular Tree Protection Site Inspections.Site visits to inspect the condition of tree
protection measures throughout construction.Assumes one initial site visit to verify the
3 installation of protection measures prior to construction,followed by site visits once
every two weeks for 8 weeks with a monitoring report sent to the Client, Contractor,
and City following each inspection.The final site visit will include an arborist
memorandum regarding the health of protected trees.
Fee Schedule
Consultant Rate: $150/hour
Mileage: at the current IRS mileage rate
Miscellaneous expenses at cost
This scope of work will be completed on a time and materials basis for an estimated amount not to
exceed $1,700-. Billing rates will be based on the fee schedule.Additional work outside of this scope will
be performed on a time and materials basis at the rates shown in the fee schedule and with prior
written consent from the Client. Work will be completed in a timely manner. Terms of payment are due
and payable on the date of the invoice, net 30 days.
This agreement is entered into by signature of the Client and Consultant.
Accepted by:
{� 10/31/13
Client Date Mo n Holen, Ow r Date
Consultant