Barney & Worth, Inc ~ C200005 CITY OF TIGARD OREGON-CONTRACT SUMMARY FORM
(THIS FORMMUSTACCOMPANYEVERY CONTRACT
Contract Title: Leve & Bond Advisory Task Force Facilitation Number:
Contractor: Barney&Worth,Inc Contract Total: $14,660.40
Contract Overview: Provide facilitation and Tannin®support for the Lev&Bond Task Force
Initial Risk Level: F Extreme ❑High F1 Moderate ❑Low
Risk Reductions Steps:
Risk Comments:
Risk Signature:
Contract Manager: I-'-athy Nyland Ext: 2412 Department: Citi Management
Type: Personal Svc ❑ Professional Svc ❑ Architectural Agr ❑ Public Imp ❑ General Svc
Engineering Svc ❑ Other: Start Date: 7/15/2019 End Date: 06/30/2020
Quotes/Bids/Proposal; FIRM AMOUNT/SCORE
Barney&Worth Direct Appt
Account String: Fund-Divisign ,count Work Order-ActivilN Type Amount
FY 600-1000-54,001 14 660.00
FY
FY
FY
FY
Approvals - LCRB Date:
Department Comments:
Department Signature: "
Purchasing Comments:
Purchasing Signature:
City Manager Comment
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City Manager Signature: ;-
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After securing all required approvals,forward original copy to the Contracting and Purchasing Office along with a
completed Contract Check&st.
Contract NUMIX
Crry or TiGARD,OREGON
PEASONAL SERVICES CONTRACT
Dwy&Boism ADvisoity TASK Fogm,FACILITATION
THIS AGREEMENT made and entered into this 15"'day of fitly, 2019 by and between the City of
Tigard,a municipal corporation of the State of Oregon, hereinafter called City, and Barney&Worth,
Tile, hereinafter called Contractor.
RECITALS
WHEREAS, the City's 2019-2020 fiscal year budget provides for set-vices related to facilitation of a
levy and bond advisory cormilittee; and
WHEREAS,City has need for the services ofa company with a particular, training,ability,knowledge,
and experience possessed by Contractor,and
WHEREAS, City has dctern-lined that Contractor is qualified and capable of performing the
professional services as ("try does hereinafter require,under those terms and conditions set forth,
THEREFORE, the Parties agree as follows:
1. SERVICES TO BE PROVIDED
Contractor will initiate services immediately upon receipt of City's notice to proceed together
with all executed copy of this Agreement. Contractor agrees to complete work that is detailed
in Exhibit A,incorporated herein by reference.
2. EFFECTIVE DATE AND DURATION
This Agreement is effective upon the date of execution and expires On June 30, 2020, unless
otherwise terminated or extended. All work under this Agreement must be completed prior
to the expiration of this Agreement.
3. COMPENSATION
The City agrees to pay Contractor in accordance with the fee schedule outlined in Exhibit A.
The total amount paid to the Contractor by the City may not exceed Fourteen Thousand Six
Hundred Sixty and No/100 Dollars ($14,660.00). Payments made to Contractorwil) be based
Upon the following appticable terms:
A. Payment by City to Contractor for performance of services under this Agreement includes
all expenses incurred by Contractor,with the exception of expenses, if any, Identified in
this Agreement as separately reimbursable.
B. Payment will be made in installments based on Contractor's invoice, subject to the
approval of the City Manager,or designee,and not more frequently than monthly. Unless
otherwise agreed, payment will be made only for work actually completed as of the date
of invoice.
C. Payment by City releases City from any further obligation for payment to Contractor for
set-vices performed or expenses incurred as of the date of the invoice. Payment may not
be considered acceptance or approval of any work or waiver of any defects therein.
D. Contractor triust make payments promptly, as due, to all persons supplying labor or
materials for the performance of the work provided for in this Agreement.
E. Contractor may not permit any lien or claim to be filed or prosecuted against the City on
any account of any labor or material furnished.
F. Contractor will pay to the Department of Revenue all sums withheld from employees
pursuant to ORS 316.167.
G. Contractor will pay all contributions or amounts (Inc. the Industrial Accident Fund from
the contractor or any subcontractor.
H. If Contractor fails,neglects,or refuses to make prorript payment of any clai-rit for labor or
services furnished to Contractor or a subcontractor 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 Contractor. The payment of the claim in this
manner does not relieve Contractor or their surety from obligation with respect to any
unpaid claims.
I. Contractor will promptly, as due, make payment to any person, co-partnership,
association,or corporation, furnist-ring medical,surgical,and hospital care or other needed
care and attention, incident to sickness or injury, to the etriployces of Contractor, of all
sums that Contractor agrees to pay for the services and all moneys and surns that
Contractor collected or deducted front the wages of employees pursuant to any law,
contract,or agreement for the purpose of providing or paying for services.
J. Contractor 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 t-nore in
the calendar year by any public employer participating in the Retirement System.
K. Contractor must obtain,prior to the execution of any performance under this Agreement,
a City ofTigard Business License. The Tigard Business License is based on a calendar
year with a Decetubcr 31st expiration date. New businesses operating in Tigard after J tine
30th of the current year will pay a pro-rated fee though the end of the calendar year.
L. The City certifies that sufficient funds are available and authorized for this Agreement
during the current fiscal year. Funding (luting future fiscal years is subject to budget
approval by Tigard's City Council.
4. ONKWERSHIP OF WORK PRODUCT
City is the owner of and is entitled to possession of any and all work products of Contractor
which result front 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.
21 Piigc
5. ASSIGNMENT DELEGATION
Neither party may assign, sublet or transfer any interest in or duty under this Agreement
without the written consent of the other and no assignment has any force or effect unless and
until the other party has consented. If City agrees to assignment of tasks to a subcontract,
Contractor is fully responsible for the acts or ornissions of any subcontractors and of all
persons employed by thern. Neither the approval by City of any subcontractor nor anything
contained herein creates any contractual relation between the subcontractor and City. The
provisions of this Agreement are binding upon and will inure to the benefit of the parties to
the Agreement and their respective successors and assigns.
6. STATUS OF CONTRACTOR AS INDEPE IDENT-CONTRACTOR
Contractor certifies that:
A. Contractor acknowledges that for all purposes related to this Agreement,Contractor is an
independent contractor as defined by ORS 670.600 and not an employee of City.
Contractor is not entitled to benefits of any kind to which an employee of City is entitled
and is 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 all
employee of City for any purpose, City is entitled to offset compensation due, or to
demand repayment of any amounts paid to Contractor under the teirris 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,
B. Contractor is not an officer,employee,or agent of the City as []lose terms are used in ORS
30,265.
7. CONFLICT" OF-INTEREST
The undersigned Contractor 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 Contractor, 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, Contractor 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 set-vice provided.
8. INDEMNIFICATION
City has relied upon the professional ability and training of Contractor as a material
inducement to enter into this Agreement. Contractor represents that all of its work will be
pet-formed 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 will not operate as a waiver or release.
Contractor -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
3C Page
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 will also cover claim,-,brought against the City under
state or federal worker's compensation laws. If any aspect of this indemnity is found to be
illegal or invalid for any reason whatsoever, such illegality or invalidity does not affect the
validity of the remainder of this indemnification,
9. INSURANCE
_
Contractor and its subcontractors must maintain insurance acceptable to City in full force and
effect throughout the term of this contract. Such insurance must cover risks arising directly
or indirectly out of Contractor's activities or work hereunder,including the operations of its
subcontractors of any tier.
The policy or policies of insurance maintained by the Contractor must provide at least the
following limits and coverages:
A. Commercial General Liability Insurance
Contractor will 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 can an "occurrence" form (CG 2010 1185 or equivalent). This coverage must
include Contractual Uability insurance for the indemnity provided Linder 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
F"ach Occurrence $1,000,000
Fire Damage (Any one fire) $50,000
B. Commercial Automobile Insurance
Contractor must also obtain, at Contractor's expense, and keep in effect during the terra
of the contract, Cortirnercial Automobile Liability coverage including coverage for all
owned, hired, and non-owned vehicles on an "occurrence" form. The Combined Single
Unlit per occurrence may not be less than $2,000,000,
If Contractor uses a personally-owned vehicle for business use under this contract, the
Contractor will obtain,at Contractor's expense, and keep in effect during the term of the
contract,business automobile liability coverage for A owned vehicles oil an"occurrence"
forril. The Combined Single Limit per occurrence may not be less than $2,000,000.
C. Workers' Com V7)gensation Insurance
The Contractor, its subcontractors, if any, and alt employers providing work, labor, of
materials under this Contract that are subject employers under the Oregon Workers'
Compensation Law must comply with ORS 656.017, which requires there to provide
41 Pagc
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. Contractors who perform work without the assistance or labor of any employee
need not obtain workers' compensation coverage. All non-exempt employers must
provide Employer's Liability Insurance with coverage Iiii-lits of not less than $1,000,000
each accident.
1). Additional Insured Provision
All required insurance policies, other than Workers' Compensation and professional
Liability, must name the City its officers, employees, agents, and representatives as
additional insureds with respect to this Agreement.
E. Insurance Carrier RatinLr
Coverages provided by the Contractor must be underwritten by an insurance company
deemed acceptable by the City. All policies of insurance must be written by companies
having as A.M.Best rating of"A-VII" or better,or equivalent. The City reserves the ritylit
to reject all or any insurance carrier(s) with an unacceptable financial rating.
F. Self-Insurance
The City understands that sonic contractors may self-insure for business risks and the City
will consider whether such self-insurance is acceptable if it meets the rainimurn insurance
requirements for the type of coverage required. If Contractor is self-insured for
commercial general liability or automobile liability insurance, Contractor must provide
exidericc of such self-insurance, Contractor must provide a Certificate of Insurance
showing evidence of the coverage amounts on a form acceptable to the City. 'I'lle City
reserves the right in its sole discretion to determine whether self-insurance is adequate.
(3. Certificates of Insurance
As evidence of the insurance coverage required by the contract, Contractor will furnish a
Certificate of Insurance to the City. No contract is effective until the required Certificates
of Insurance have been received and approved by the City. The certificate will specify and
clOCUMCut 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. PdmAWLqyera>7c Claricatitan
The parties agree that Contractor's coverage is 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.
1. Crass-Liability Clause
A cross4iability clause or separation of insureds clause will be included in all general
liability,professional liability,pollution,and errors and omissions policies required by this
Agreement,
g
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 corrinienccnient of the work. The
procuring of such required insurance will not be construed to Wilit Contractor's liability
hereunder. Notwithstanding said insurance, Contractor is obligated for the total amount
of any damage, injury, or loss caused by negligence or neglect connected with this
Agreement.
10. MET140D & PLACE OF SUBMITTING NOTICE BILLS AND PAYMENTS
All notices,bills and payments will 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 will be used to transmit notices, bills, payments,and other information:
Attn; Kathy Nyland Attn: Tabby Barg Bakke
Address: 13125 SW Hall Blvd Address: 121 SW Morrison St Ste 820
Tigard,OR 97223 Portland OR 97204
Phone: (503) 718-2412 Phone: (503) 222-0146
Email. hbAakkc&AmcUndwor co
"
Email: LL—aked—aiwav ElhI
Notice will be deemed given upon deposit in the United States mail,postage prepaid,or when
so faxed,upon SUCCE!"iStul fax. In all other instances,notices,bills and payments will be deemed
Oven at the time of actual delivery. Changes may be 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.
11. SURVIVAL
The terms, conditions, representations, and warranties contained in this Agreement survive
the termination or expiration of this Agreement.
12. 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 will be effective unless and until it is made in
writing and signed by both parties.
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13. TERMINATION WITYWITT VAINY,;
At any time and without cause, City has the right in Its sole discretion to terminate this
Agreernent,by giving notice to Contractor. If City terminates this Agreement pursuant to this
paragraph, City will pay Contractor for services rendered to the date of termination.
14. TERMINATION WITH CAUSE
A. City may terminate this Agreement effective upon delivery of written notice to Contractor,
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. TbisiNgreen-ient may be modified to accommodate a reduction in hinds.
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 Contractor, its
subcontractors, agents, and employees to provide the services required by this
Agreement is for any reason denied, revoked,or not renewed.
4) ]fC(:)titractorbecomes insolvent,if voluntary or involuntary petition in bankruptcy is
filed by or against Contractor,if a receiver or trustee is appointed for Contractor, or if
there is an assignment for the benefit of creditors of Contractor.
Any such termination of ibis agreement under paragraph (A) will be without prejudice to
any obligations or liabilities of either party already accrued prior to Such terminadon.
B. City, by written notice of default (including breach of contract) to Contractor, may
tertriinate the whole or any part of this Agreement:
I) If Contractor fails to provide set-vices called for by this Agreement within the time
specified,or
2) If Contractor fails to perform any of the other provisions of this Agreement, or fails
to pursue the work as to endanger performance of this Agreement in accordance with
its tern-Is' 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.
The rights and remedies of City provided above related to defaults (including breach of
contract) by Contractor are not exclusive and are in addition to any other rights and
rernedies provided by law or tinder this Agreement,
If City terminates this Agreement under paragraph (13), Contractor will be entitled to
receive as full payment for all services satisfactorily rendered and expenses incurred,
provided, that the City may deduct the amount: of damages,if any, sustained by City clue
to breach of contract by Contractor. Damages for breach of contract include chose
allowed by Oregon law, reasonable and necessary attorney fees, and other costs of
litigation at trial and upon appeal.
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15. ACCESS TORECORDS
City will have access to such books, documents, papers and records of Contractor as are
directly pertinent to this Agreement for the purpose of making audit, examination, excerpts
and transcripts.
16. HAZARDOUS MATERIA-1-s"
Contractor will comply with all federal Occupational Safety and Health Administration
(OSI-IA) requirements and all Oregon safety and health requirements. In accordance with
OS14A and Oregon OSI IA Hazard Communication Rules,if any goods or services provided
under this Agreement may release,or otherwise result in an exposure to,a hazardous chemical
under normal conditions of use(for example,employees of a construction contractor working
on-site), it is the responsibility of Contractor to provide the City with the following
information: all applicable Safety Data Sheet,the identity of the chemical/s, how Contractor
will inform employees about any precautions necessary,an explanation of any labeling system,
and the safe work practices to prevent exposure, In addition, Contractor must label, tag, or
mark such goods.
17. FORCE MA SURE
Neither City nor Contractor will 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
subcontractor or supplies due to such cause;provided that the parties so disenabled will 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 will not be the basis for a claim for
additional compensation. Flach party will,however,make all reasonable efforts to remove or
eliminate such a cause of delay or default and will, upon cessation of the cause, diligently
pursue performance of its obligation under the Agreement.
I& NON-WAIVER
The failure of City to insist upon or enforce strict performance by Contractor of any of the
terms of this Agreement or to exercise any rights hereunder should not be construed as a
waiver or relinquislu-nent to any extent of its rights to assert or rely upon such terms or rights
on any future occasion,
19. HOURS OF LABOR, PAY EQUITY
In accordance with ORS 27913.235, the following are hereby incorporated in full by this
reference:
A. Contractor may not employ an individual for more than 10 hours in any one day, or 40
hours in any one week,except as provided by law. For contracts for personal set-vices,as
defined in ORS 279A,055,Contractor must pay employees at least time and a half pay for
all overtime the employees work in excess of 40 hours in any one week, except for
employees who are excluded under ORS 653.010 to 653.261 or under 29 U.S.C, 201 to
209 from receiving overtime.
B. Contractor must give notice in writing to employees who work on a public contract,either
at the tirric of hire or before comriiencement of work on the contract, or by positing a
8 1 11 a g C
notice it) a location frequented by employees, of the number Of hours per day and days
per week that the employees may be required to work.
C. Contractor may not prohibit any of Contractor's employees from discussing the
employee's rate of wage,salary,benefits or other compensation .),rith another employee or
and may not retaliate against an employee who discusses the employee's person
rate of wage, salary, benefits or other compensation with another employee or another
person.
D. Contractor must comply with the pay equity provisions in ORS 652.220, Compliance is a
material element of this Agreement and failure to comply will be deemed a breach that
entitles City to terminate this Agreement for cause,
20. NON-DISCRIMINATION
Contractor will comply with all federal,state,and local laws,codes,regulations,and ordinances
applicable to the provision of services under. this Agreement,including,without limitation:
A. Tide VI of the Civil Rights Act of 1964;
B. Section V of the Rehabilitation Act of 1973;
C. The Americans with Disabilities Act of 1990, as amended by the ADA Amendments Act
(ADA-AA) of 2008 (Pub 1,No 101-336);and
D. ORS 659A.142,including all amendments of and reldationsand administrative rules,and
,all other applicable requirements of federal and state civil rights and rehabilitation statutes,
rules and regulations.
21. 'ERRORS
Contractor will 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.
22. EXTRA (CHANGES)WORK
Only the City's Project Manager for this Agreement may change or authorize additional work.
Failure of Contractor to secure authorization for extra work constitutes a waiver of all right to
adjust the contract price or contract tune due to such unauthorized extra work and Contractor
will not be entitled to compensation for the performance of unauthorized work.
23. WARRANTIES
Contractor will guarantee work for a period of one year after the date of final acceptance of
the work by the owner. Contractor warrants that all practices and procedures, worlananship
and materials are the best available unless otherwise specified in the profession. Neither
acceptance of the work nor payment therefore relieves Contractor from liability under
warranties contained in or implied by this Agreement.
Any intellectual property rights delivered to the City under this Agreement and Contractor's
services rendered in the performance of Contractor's obligations under this Agreement, will
be Provided to the City free and clear of any and all restrictions on or conditions of use,
transfer, modification, or assignment, and be free and clear of any and all liens, claims,
mortgages, security interests,liabilities,charges,and encumbrances of any kind.
91 P .I
24. AIIDRNEY!5-)f'EES
In the event an action, suit of proceeding,including appeal,is brought for failure to observe
any of the terms of this Agreement, each party is responsible for that party's own attorney
fees, expenses,costs and disbursements for the action,suit,proceeding,or appeal,
25. CHOICE Or
��W VENUE
The provisions of this Agreement are governed by Oregon law. Venue will be the State of
Oregon Circuit Court in Washington County or the U.S. District Court for Oregon,Portland.
26. COMPLIANCE
Contractor will comply with all applicable federal, state and local laws, rules and regulations
applicable to the work in this Agreement.
27. CONFLICT BETWEEN TERMS
In the event of a conflict between the terms of ttLis Agreement and Contractor's proposal,this
Agreement will control. In the event of conflict between a provision in the main body of the
Agreement and a provision in the Fxhibits,the provision in the main body of the Agreement will
control. In the event: of an inconsistency between Exhibit A and Exhibit B, Exhibit A will
control.
28. AtJDrf
Contractor will 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. Contractor agrees to permit City, the State of Oregon, the federal government, or
their duty authorized representatives to audit all records pertaining to this Agreement to assure
the accurate expenditure of Funds.
29. 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 will
not be impaired unless the illegal or unenforceable provision affects a significant right or
responsibility, in which case the adversely affected party may request renegotiation of the
Agreement and,if negotiations fail,may terminate the Agreement,
30. COMPLIANCE WITH TAX LAWS
Contractor represents and warrants that Contractor is, to the best of the undersigned's
knowledge,not in violation of any Oregon tax laws including but not limited to ORS 305.620
and ORS Chapters 316,317,and 318. Contractor's failure to comply with the tax laws of this
state or a political subdivision of this state before the Contractor executed this Agreement or
during the term of this Agreement is a default for which the City may terminate this Agreement
and seek damages and other relief available Linder the terms of this Agreement or applicable
law.
[Signature page to Follow]
10 1 1)
IN WITNESS WHEREOF,City and Contractor have caused this Agreement to be executed by their
duly authorized officials.
CITY OF TIGARD BARNEY&WORTH INC
13 l3y:
Name: E �"� Name: �IlVA01 �k{kke-
Title: t Title: tj V4"=') 0
Date: a t o Date: �'ILII`f
11 � 1' agc
EXHIBIT A
SI RVI COS To B1.I'ROVID FD
INTRODUCTION
Included in the 2019-2020 Tigard City Council Goals, which were adopted earlier this year, is Goal
#1: Ensure the Caty's ronfinnedfinandal stability andsuslainabifily mbile providitlA mandated serpires. Seek nays to
fund and increase service vabied by The community. One strategy called out is to pursue a local option levy
and/or bond in May 2020,
The City of Tigard is committed to supporting the Mayor and Council by exploring a path for a levy
and/or bond. This work includes exarnining the work previously conducted for the 2018 Levy,
researching and analyzing a variety of administrative and operational issues or problems, collecting
data to inform decisions, and determining funding needs, Another key component of this work is
reconvening the Levy & Bond Task Force that was created in 2017.
The City of Tigard has requested the support of Contractor to provide facilitation and planning
support [or the Levy & Bond Task Force. Contractors staff provided support for the Task Force
during an earlier effort.
SCOPE OF WORK
Contractors tasks include:
Task 1.Task Force Scope& Schedule
Meet with City staff to review arid finalize a draft scope and schedule including meeting topics,
and potential resource needs from the City and Contractor.
Task 2. Advisory Task Force Facilitation
The Tigard Levy and Bond Advisory Task Force will inect three times in 2019.The time and
duration will be finalized in the'cask Force Scope&Schedule (Task 1). City staff will lead the
meetings with support from the Contractor to organize and professionally facilitate the Task
Force,
Contractor assignments:
• Meeting facilitation
• Agenda development in close collaboration with staff
• Support development of meeting presentations, handouts and other facilitation tools
• t1se of electronic polling equipment
• One week and"day" of meeting reminders
• Meeting surntnaty points
• Prep meetings with staff
Task 3.Advisory Task Force Advice Summary Memo
Contractor will work closely with staff to develop a Task Force advice summary memo for Tigard
policymakers.
SCHEDULE MILF,519NES
July Meeting#1 Debrief, new assignment;visioning outcomes
TBD Meeting#2 Review potential proposals;initial messaging
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TBD City conducts public opinion research; Council finalizes proposal
TBD Meeting#3 IZCViCW COUnCil proposal;opinion research results;provide advice
CQSILRAILL511MAM
Consultant intends to provide support for this project at a not-to-exceed arnOtlut of$14,660 as
detailed below,including professional services and reimbursable expenses. Professional set-vices or
expenses exceeding the budgeted amount will be approved by the client in advance.
Tasks Estimated .Hours
PrincipalAssociate Project Total
Assistant hours
Task 1. Task Force 6 2 0
Task 2. Advisor v Task Force Facilitation 36 12 6
Task 3,A dvisory Task Force Advice Memo 2 2 4
I-lours 44 16 10 70
Hourl, rate $230 $170 $00
Labor $10,120 E12120� $900E$I-1,14�01
Professional Services
Barney &Worth, Inc. $13,740
Direct Expenses*
Printing& photocopies $200
Telecommunications 100
Postage&delivery 50
Meeting expenses 100
Travel 250
Insurance 100
Administration&I landling Go) 15% 120
Total Expenses 920
Total Project Costs $14,660
*City ofTigard responsible for mass printing and distribution of meeting materials;
public notice,room rental,refreshment for public meetings/events.
Hourly Rates for Professional Services
Principal $230
Sr. Managing Associate $230
Sr. Associate $190
Associate $170
Research Associate $130
Project Assistant $90
G,raphic/Web Design $90
13 [' stgr
EXF1IBITB
CONTRAQ'QR S PROPOSAL
BARNEY & WORTH, INC.
121 SW MC RRISON S1,STF 820 320 SW UPPER TERRACE OR,51'R 102
PORTIAND,OR 97204-3732 BEND,OR 97702-1384
503/222-0146 phone 541/389-7614 phone
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City of Tigard
Levy& Bond Advisory Task Force Facilitation
Workscope & Budget
Introduction
Included in the 2019-2020 Tigard City Council Goals,which were adopted earlier this year, is Goal 41: Ensure the
City's continued financial stability and sustainability while providing mandated set-vices, Seek ways to fund and
increase setTice valued by the communily. One strategy called out is to pursue a local option levy and/or bond in
May 2020.
The City ofTigard is committed to supporting the Mayor and Council by exploring a path for a levy and/or bond,
This work includes examining the work previously conducted for the 2018 Levy,researching and analyzing a
variety of administrative and operational issues or problems,collecting data to inform decisions,and determining
funding needs, Another key component of this work is reconvening the Levy&Bond Task Force that was created in
2017.
The City of Tigard has requested the support of Barney&Worth,Inc.(BW)to provide facilitation and planning
support for the Levy&Bond Task Force.BW staff provided support for theTask Force during an earlier effort,
Tasks
Consultants tasks include:
Task 1.Task Force Scope&Schedule
Meet with City staff to review and finalize a draft scope and schedule including meeting topics,and
potential resource needs from the City and B&W.
Task 2.Advisory Task Force Facilitation
The Tigard Levy and Bond Advisory Task Force will meet three times in 2019.The time and duration will
be finalized in the Task Force Scope&Schedule(Task 1).City staff will lead the meetings with support
from B&W to organize and professionally facilitate the Task Force,
B&W assignments:
• Meeting facilitation
• Agenda development in close collaboration with staff
• Support development of meeting presentations,handouts and other facilitation tools
• Use of electronic polling equipment
• One week and"day"of meeting reminders
• Meeting summary points
• Prep meetings with staff
Task 3.Advisory Task Force Advice Summary Memo
14 P a g v
B&W will work closely with staff to develop a'I'ask Force advice summary rocroo for Tigard
policymakers.
Schedule
July Meeting#1 Debrief•,new assignment;visioning outcomes
TBD Meeting#2 Review potential proposals; initial messaging
'11111) City conducts public opinion research;Council finalizes proposal
TBD Meeting#3 Review Council proposal;opinion research results; provide advice
Proposed Budget
Barney&Worth,Inc. intends to provide Support for this project at a not-to-exceed amount of$14,660 as detailed
below,including professional services and reimbursable expenses.Professional services or expenses exceeding the
budgeted amount will be approved by the client in advance.
Tasks Estimated Illours
Principal Associate Project Total
Assistant Hours
Task 1.Task Force ScoEA Schedule 6 2 0
Task 2.Advisory Task Force Facilitation 36 12 6--,
Task 3.A4yis .Task Force Advice Memo 2 2 4
Flours 44 16 10 70
Hourly rate $230 $170 $90
Labor $10,120 $2,720 $900 $13,740
Professional Services
Barney&Worth,Inc. $13,740
Direct Expenses,"
Printing&photocopies $200
Telecommunications too
Postage&delivery 50
Meeting expenses 100
Trave 1 250
Insurance 100
Administration&Handling @ 15% 120
Total Expenses 920
Total Project Costs $14,660
*City of Tigard responsible for mass printing and distribution of mecting materials;public notice,
room rental,refreshment for public meetings/events,
Dourly Rates for Professional Services
Principal $230
Sr,Managing Associate $230
Sr. Associate $190
15 11
Associate $170
Research Associate $130
Project Assistant $90
Graphic/Web Design $90
16 1 P ag