HomeMy WebLinkAbout_ Contract - West Coast Arborists, Inc. - 202439 DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
MAINTENANCE SERVICES AGREEMENT
THIS AGREEMENT (the "Agreement") is made as of June 18, 2024 by and between the
City of Diamond Bar, a municipal corporation ("City") and West Coast Arborists, Inc.
("Contractor").
1. Contractor's Services.
Subject to the terms and conditions set forth in this Agreement, Contractor shall provide
to the reasonable satisfaction of the City, Tree trimming, removal and planting maintenance
services described and set forth in the Proposal Summary Sheet attached hereto as Exhibit
"A", which is incorporated herein by this reference, at the per unit prices set forth in Exhibit "A".
Exhibit "A" is a summary of Contractor's response to Request for Proposals issued by the City
of Norco on April 3, 2023 for the same types of services. It is the intent of the parties that
Contractor will provide similar or higher quality services to the City under this Agreement, and
according to the same terms and conditions as to price of the services, as it does to the City of
Norco pursuant that certain tree trimming, removal and planting maintenance services
agreement between Contractor and the City of Norco, dated on or about May 17, 2023. As a
material inducement to the City to enter into this Agreement, Contractor represents and
warrants that it has thoroughly investigated the work and fully understands the difficulties and
restrictions in performing the work. Contractor represents that it is fully qualified to perform
such services by virtue of its experience and the training, education and expertise of its
principals and employees.
Anthony Jordan, Parks & Maintenance Superintendent (herein referred to as the "City's
Project Manager"), shall be the person to whom the Contractor will report for the perFormance
of services hereunder. It is understood that Contractor shall coordinate its services hereunder
with the City's Project Manager to the extent required by the City's Project Manager, and that
all performances required hereunder by Contractor shall be performed to the satisfaction of the
City's Project Manager and the City Manager
2. Term of Agreement. This Agreement shall take effect July 1, 2024, and shall
continue until June 30, 2029 ("Term"), unless earlier terminated pursuant to the provisions
herein.
The City shall have the option to extend this Agreement for two (2) additional one (1)
year terms, subject to the same terms and conditions contained herein, by giving Contractor
written notice of the exercise of this option at least thirty (30) days prior to the expiration of the
initial Term. In the event the City exercises its option to extend the Term, Contractor's
compensation shall be subject to an adjustment upon the effective date of extension as
follows:
Any increase in compensation will be negotiated between the City and the Contractor,
but in no event shall the increase exceed the amount that the Consumer Price Index
("CPI") for the Los Angeles-Anaheim-Riverside metropolitan area for the month
immediately preceding the Adjustment Date (the "Index Month") as reported by the
Bureau of Labor Statistics of the United States Department of Labor, has increased over
the CPI for the month one year prior to the Index Month. Any exercise of an option to
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extend the Term and/or increase in compensation, negotiated or based upon CPI, shall
be subject to approval of the City Council.
3. Compensation. City agrees to compensate Contractor for each task or service
which Contractor performs to the satisfaction of City based upon the actual time spent on each
task or service at the per unit price for each task or service set forth in Exhibit "A". Payment will
be made only after submission of proper invoices in the form specified by City. Total payment
to Contractor in any fiscal year pursuant to this Agreement shall not exceed four hundred
forty-three thousand three hundred dollars ($443,300) without the prior written consent of
the City. The above not to exceed amount shall include all costs, including, but not limited to,
all clerical, administrative, overhead, telephone, travel and all related expenses.
4. Payment.
A. As scheduled services are completed, Contractor shall submit to City an invoice
for the services completed, authorized expenses and authorized extra work actually perFormed
or incurred.
B. All such invoices shall state the basis for the amount invoiced, including services
completed, the number of hours spent and any extra work perFormed.
C. City will pay Contractor the amount invoiced the City will pay Contractor the
amount properly invoiced within 35 days of receipt.
D. Payment shall constitute payment in full for all services, authorized costs and
authorized extra work covered by that invoice.
5. Change Orders. No payment for extra services caused by a change in the
scope or complexity of work, or for any other reason, shall be made unless and until such extra
services and a price therefore have been previously authorized in writing and approved by the
City Manager or his designee as an amendment to this Agreement. The amendment shall set
forth the changes of work, extension of time, if any, and adjustment of the fee to be paid by
City to Contractor.
6. Priority of Documents. In the event of any inconsistency between the
provisions of this Agreement and any attached exhibits, the provisions of this Agreement shall
control.
7. Status as Independent Contractor.
A. Contractor is, and shall at all times remain as to City, a wholly independent
contractor. Contractor shall have no power to incur any debt, obligation, or liability on behalf of
City or otherwise act on behalf of City as an agent, except as specifically provided herein.
Neither City nor any of its agents shall have control over the conduct of Contractor or any of
Contractor's employees, except as set forth in this Agreement. Contractor shall not, at any
time, or in any manner, represent that it or any of its agents or employees are in any manner
employees of City.
B. Contractor agrees to pay all required taxes on amounts paid to Contractor under
this Agreement, and to indemnify and hold City harmless from any and all taxes, assessments,
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penalties, and interest asserted against City by reason of the independent contractor
relationship created by this Agreement. In the event that City is audited by any Federal or
State agency regarding the independent contractor status of Contractor and the audit in any
way fails to sustain the validity of a wholly independent contractor relationship between City
and Contractor, then Contractor agrees to reimburse City for all costs, including accounting
and attorney's fees, arising out of such audit and any appeals relating thereto.
C. Contractor shall fully comply with Workers' Compensation laws regarding
Contractor and Contractor's employees. Contractor further agrees to indemnify and hold City
harmless from any failure of Contractor to comply with applicable Worker's Compensation
laws.
D. Contractor shall, at Contractor's sole cost and expense fully secure and comply
with all federal, state and local governmental permit or licensing requirements, including but
not limited to the City of Diamond Bar, South Coast Air Quality Management District, and
California Air Resources Board.
E. In addition to any other remedies it may have, City shall have the right to offset
against the amount of any fees due to Contractor under this Agreement any amount due to
City from Contractor as a result of Contractor's failure to promptly pay to City any
reimbursement or indemnification required by this Agreement or for any amount or penalty
levied against the City for Contractor's failure to comply with this Section.
8. Standard of Performance. Contractor shall perForm all work at the standard of
care and skill ordinarily exercised by members of the profession under similar conditions and
represents that it and any subcontractors it may engage, possess any and all licenses which
are required to perform the work contemplated by this Agreement and shall maintain all
appropriate licenses during the performance of the work.
9. Unauthorized Aliens. Consultant hereby promises and agrees to comply
with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. § 1101 et
seq., as amended, and in connection therewith, shall not employ unauthorized aliens as
defined therein. Should Consultant so employ such unauthorized aliens for the performance of
work and/or services covered by this Agreement, and should any liability or sanctions be
imposed against City for such use of unauthorized aliens, Consultant hereby agrees to and
shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any
and all costs, including reasonable attorney fees, incurred by City
10. Indemnification.
Contractor shall indemnify, defend with counsel approved by City, and hold harmless
City, its officers, officials, employees and volunteers ("Indemnitees") from and against all
liability, loss, damage, expense, cost (including without limitation reasonable attorneys' fees,
expert fees and all other costs and fees of litigation) of every nature arising out of or in
connection with:
(1) Any and all claims under Worker's Compensation acts and other employee
benefit acts with respect to Contractor's employees or Contractor's contractor's
employees arising out of Contractor's work under this Agreement; and
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(2) Any and all claims arising out of Contractor's performance of work hereunder
or its failure to comply with any of its obligations contained in this Agreement,
regardless of City's passive negligence, but excepting such loss or damage which is
caused by the sole active negligence or willful misconduct of the City. Should City in its
sole discretion find Contractor's legal counsel unacceptable, then Contractor shall
reimburse the City its costs of defense, including without limitation reasonable attorneys'
fees, expert fees and all other costs and fees of litigation. The Contractor shall promptly
pay any final judgment rendered against the Indemnitees. It is expressly understood
and agreed that the foregoing provisions are intended to be as broad and inclusive as is
permitted by the law of the State of California and will survive termination of this
Agreement. Except for the Indemnitees, this Agreement shall not be construed to
extend to any third-party indemnification rights of any kind.
11. Insurance.
A. Contractor shall at all times during the term of this Agreement carry, maintain,
and keep in full force and effect, with an insurance company authorized to do business in the
State of California and approved by the City the following insurance:
(1) a policy or policies of broad-form comprehensive general liability insurance
written on an occurrence basis with minimum limits of $1,000,000.00 combined single
limit coverage against any injury, death, loss or damage as a result of wrongful or
negligent acts by Contractor, its officers, employees, agents, and independent
contractors in perFormance of services under this Agreement;
(2) property damage insurance with a minimum limit of $500,000.00 per
occurrence;
(3) automotive liability insurance written on an occurrence basis covering all
owned, non-owned and hired automobiles, with minimum combined single limits
coverage of $1,000,000.00; and
(4) Worker's Compensation insurance when required by law, with a minimum
limit of$500,000.00 or the amount required by law, whichever is greater.
B. The City, its officers, employees, agents, and volunteers shall be named as
additional insureds on the policies as to comprehensive general liability, property damage, and
automotive liability. The policies as to comprehensive general liability, property damage, and
automobile liability shall provide that they are primary, and that any insurance maintained by
the City shall be excess insurance only.
C. All insurance policies shall provide that the insurance coverage shall not be non-
renewed, canceled, reduced, or otherwise modified (except through the addition of additional
insureds to the policy) by the insurance carrier without the insurance carrier giving City at least
ten (10) day's prior written notice thereof. Contractor agrees that it will not cancel, reduce or
otherwise modify the insurance coverage and in the event of any of the same by the insurer to
immediately notify the City.
D. All policies of insurance shall cover the obligations of Contractor pursuant to the
terms of this Agreement and shall be issued by an insurance company which is authorized to
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do business in the State of California or which is approved in writing by the City; and shall be
placed have a current A.M. Best's rating of no less than A-, VII.
E. Contractor shall submit to City (1) insurance certificates indicating compliance
with the minimum insurance requirements above, and (2) insurance policy endorsements or a
copy of the insurance policy evidencing the additional insured requirements in this Agreement,
in a form acceptable to the City.
F. Self-Insured Retention/Deductibles. All policies required by this Agreement shall
allow City, as additional insured, to satisfy the self-insured retention ("SIR") and/or deductible
of the policy in lieu of the Contractor (as the named insured) should Contractor fail to pay the
SIR or deductible requirements. The amount of the SIR or deductible shall be subject to the
approval of the City. Contractor understands and agrees that satisfaction of this requirement is
an express condition precedent to the effectiveness of this Agreement. Failure by Contractor
as primary insured to pay its SIR or deductible constitutes a material breach of this Agreement.
Should City pay the SIR or deductible on Contractor's due to such failure in order to secure
defense and indemnification as an additional insured under the policy, City may include such
amounts as damages in any action against Contractor for breach of this Agreement in addition
to any other damages incurred by City due to the breach.
G. Subrogation. With respect to any Workers' Compensation Insurance or
Employer's Liability Insurance, the insurer shall waive all rights of subrogation and contribution
it may have against the Indemnitees.
H. Failure to Maintain Insurance. If Contractor fails to keep the insurance required
under this Agreement in full force and effect, City may take out the necessary insurance and
any premiums paid, plus 10% administrative overhead, shall be paid by Contractor, which
amounts may be deducted from any payments due Contractor.
I. Contractor shall include all subcontractors, if any, as insureds under its policies
or shall furnish separate certificates and endorsements for each subcontractor to the City for
review and approval. All insurance for subcontractors shall be subject to all of the
requirements stated herein.
12. Confidentiality. Contractor in the course of its duties may have access to
confidential data of City, private individuals, or employees of the City. Contractor covenants
that all data, documents, discussion, or other information developed or received by Contractor
or provided for performance of this Agreement are deemed confidential and shall not be
disclosed by Contractor without written authorization by City. City shall grant such
authorization if disclosure is required by law. All City data shall be returned to City upon the
termination of this Agreement. Contractor's covenant under this section shall survive the
termination of this Agreement. Notwithstanding the foregoing, to the extent Contractor
prepares reports of a proprietary nature specifically for and in connection with certain projects,
the City shall not, except with Contractor's prior written consent, use the same for other
unrelated projects.
13. Maintenance and Inspection of Records. In accordance with generally
accepted accounting principles, Contractor and its subcontractors shall maintain reasonably
full and complete books, documents, papers, accounting records, and other information
(collectively, the "records") pertaining to the costs of and completion of services performed
under this Agreement. The City and any of their authorized representatives shall have access
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to and the right to audit and reproduce any of Contractor's records regarding the services
provided under this Agreement. Contractor shall maintain all such records for a period of at
least three (3) years after termination or completion of this Agreement. Contractor agrees to
make available all such records for inspection or audit at its offices during normal business
hours and upon three (3) days' notice from the City, and copies thereof shall be furnished if
requested.
14. Termination. The City may terminate this Agreement with or without cause
upon thirty (30) days' written notice to Contractor. The effective date of termination shall be
upon the date specified in the notice of termination, or, in the event no date is specified, upon
the thirtieth (30th) day following delivery of the notice. In the event of such termination, City
agrees to pay Contractor for services satisfactorily rendered prior to the effective date of
termination. Immediately upon receiving written notice of termination, Contractor shall
discontinue perForming services, unless the notice provides otherwise, except those services
reasonably necessary to effectuate the termination. The City shall be not liable for any claim
of lost profits.
15. Personnel. Contractor represents that it has, or will secure at its own expense,
all personnel required to perform the services under this Agreement. All of the services
required under this Agreement will be perFormed by Contractor or under it supervision, and all
personnel engaged in the work shall be qualified to perform such services. Contractor
reserves the right to determine the assignment of its own employees to the perFormance of
Contractor's services under this Agreement, but City reserves the right, for good cause, to
require Contractor to exclude any employee from perForming services on City's premises.
16. Prevailing Wage. Notice is hereby given that in accordance with the provisions
of California Labor Code, Division 2, Part 7, Chapter 1, Articles 1 and 2, the Contractor is
required to pay not less than the general prevailing rate of per diem wages for work of a similar
character in the locality in which the public works is performed, and not less than the general
prevailing rate of per diem wages for holiday and overtime work. In that regard, the Director of
the Department of Industrial Relations of the State of California is required to and has
determined such general prevailing rates of per diem wages. Copies of such prevailing rates
of per diem wages are on file in the Office of the City Clerk of the City of Diamond Bar, 21810
Copley Drive, Diamond Bar, California, and are available to any interested party on request.
City also shall cause a copy of such determinations to be posted at the job site.
The Contractor shall forfeit, as penalty to City, not more than twenty-five dollars
($25.00) for each laborer, workman or mechanic employed for each calendar day or portion
thereof, if such laborer, workman or mechanic is paid less than the general prevailing rate of
wages hereinbefore stipulated for any work done under this Agreement, by him or by any
subcontractor under him.
The CONTRACTOR and any of its subcontractors must be registered with the
Department of Industrial Relations pursuant to Labor Code section 1725.5, which precludes
the award of a contract for a public work on any public works project awarded after April 1,
2015. This Agreement is subject to compliance monitoring and enforcement by the
Department of Industrial Relations.
17. Non-Discrimination and Equal Employment Opportunity.
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A. Contractor shall not discriminate as to race, color, creed, religion, sex, marital
status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual
orientation, in the performance of its services and duties pursuant to this Agreement, and will
comply with all rules and regulations of City relating thereto. Such nondiscrimination shall
include but not be limited to the following: employment, upgrading, demotion, transfers,
recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of
compensation; and selection for training, including apprenticeship.
B. Contractor will, in all solicitations or advertisements for employees placed by or
on behalf of Contractor state either that it is an equal opportunity employer or that all qualified
applicants will receive consideration for employment without regard to race, color, creed,
religion, sex, marital status, national origin, ancestry, age, physical or mental handicap,
medical condition, or sexual orientation.
C. Contractor will cause the foregoing provisions to be inserted in all subcontracts
for any work covered by this Agreement except contracts or subcontracts for standard
commercial supplies or raw materials.
18. Time Is of the Essence. Time is of the essence in this Agreement. Contractor
shall do all things necessary and incidental to the prosecution of Contractor's work.
19 Delays and Extensions of Time. Contractor's sole remedy for delays outside
its control shall be an extension of time. No matter what the cause of the delay, Contractor
must document any delay and request an extension of time in writing at the time of the delay to
the satisfaction of City. Any extensions granted shall be limited to the length of the delay
outside Contractor's control. If Contractor believes that delays caused by the City will cause it
to incur additional costs, it must specify, in writing, why the delay has caused additional costs
to be incurred and the exact amount of such cost within 10 days of the time the delay occurs.
No additional costs can be paid that exceed the not to exceed amount absent a written
amendment to this Agreement. In no event shall the Contractor be entitled to any claim for lost
profits due to any delay, whether caused by the City or due to some other cause.
20. Assignment. Contractor shall not assign or transfer any interest in this
Agreement nor the perFormance of any of Contractor's obligations hereunder, without the prior
written consent of City, and any attempt by Contractor to so assign this Agreement or any
rights, duties, or obligations arising hereunder shall be void and of no effect.
21. Compliance with Laws. Contractor shall comply with all applicable laws,
ordinances, codes and regulations of the federal, state, and local governments.
22. Non-Waiver of Terms, Rights and Remedies. Waiver by either party of any
one or more of the conditions of performance under this Agreement shall not be a waiver of
any other condition of performance under this Agreement. In no event shall the making by City
of any payment to Contractor constitute or be construed as a waiver by City of any breach of
covenant, or any default which may then exist on the part of Contractor, and the making of any
such payment by City shall in no way impair or prejudice any right or remedy available to City
with regard to such breach or default.
23. Attorney's Fees. In the event that either party to this Agreement shall
commence any legal or equitable action or proceeding to enforce or interpret the provisions of
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this Agreement, the prevailing party in such action or proceeding shall be entitled to recover its
costs of suit, including reasonable attorney's fees and costs, including costs of expert
witnesses and consultants.
24. Mediation. Any dispute or controversy arising under this Agreement, or in
connection with any of the terms and conditions hereof, which cannot be resolved by the
parties, may be referred by the parties hereto for mediation. A third party, neutral mediation
service shall be selected, as agreed upon by the parties and the costs and expenses thereof
shall be borne equally by the parties hereto. The parties agree to utilize their good faith efforts
to resolve any such dispute or controversy so submitted to mediation. It is specifically
understood and agreed by the parties hereto that mutual good faith efforts to resolve the same
any dispute or controversy as provided herein, shall be a condition precedent to the institution
of any action or proceeding, whether at law or in equity with respect to any such dispute or
controversy.
25. Notices. Any notices, bills, invoices, or reports required by this Agreement shall
be deemed received on (a) the day of delivery if delivered by hand during regular business
hours or by facsimile before or during regular business hours; or (b) on the third business day
following deposit in the United States mail, postage prepaid, to the addresses heretofore set
forth in the Agreement, or to such other addresses as the parties may, from time to time,
designate in writing pursuant to the provisions of this section.
"CONTRACTOR" "CITY"
West Coast Arborists, Inc. City of Diamond Bar
2200 E. Via Burton St. 21810 Copley Drive
Anaheim, CA 92806 Diamond Bar, CA 91765-4178
Attn.: Patrick Mahonev Attn.: Anthony Jordan
Phone: 800.521.3714 Phone: 909.839.7063
E-Mail: E-mail: ajordan@diamondbarca.gov
26. Governing Law. This Agreement shall be interpreted, construed and enforced
in accordance with the laws of the State of California.
27. Counterparts. This Agreement may be executed in any number of counterparts,
each of which shall be deemed to be the original, and all of which together shall constitute one
and the same instrument.
28. Severability. If any term, condition, or covenant of this Agreement is declared or
determined by any court of competent jurisdiction to be invalid, void or unenforceable, the
remaining provisions of this Agreement shall not be affected thereby, and the Agreement shall
be read and construed without the invalid, void or unenforceable provision(s).
29. Entire Agreement. This Agreement, and any other documents incorporated
herein by reference, represent the entire and integrated agreement between Contractor and
City. This Agreement supersedes all prior oral or written negotiations, representations or
agreements. This Agreement may not be amended, nor any provision or breach hereof
waived, except in a writing signed by the parties which expressly refers to this Agreement.
Amendments on behalf of the City will only be valid if signed by a person duly authorized to do
so under the City's Purchasing Ordinance.
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IN WITNESS of this Agreement, the parties have executed this Agreement as of the
date first written above.
"Contractor" "City"
WEST COAST ARBORISTS, INC. CITY OF DIAMOND BAR
DocuSigned by: DocuSigned by:
�'��'` � 5/30/2024 �;_� ,���'��-� 6/19/2024
B�• 394C7AFRFF1FdFC ��• CFiF90R0EF5dOdE8
Printed Name: Patrick Mahoney Dan Fox, City Manager
Title: President
DocuSigned by:
�(C�Q�� �,Q�(�-�(� s/3o/zoz4 ATTEST:
BY� ����.�� .
Printed Name: Richard Mahoney DocuSignedby:
Title: Secretary .�'��-- 6/zo/zoz4
nsne�ecF�FaaF
Kristina Santana, City Clerk
Approved as to form:
DocuSigned by:
� , �' S/31/2024
By• dFRMddR!`RF5d7f�
Omar Sandoval, City Attorney
State of California "CONTRACTOR'S" License No. 366764.
CONTRACTOR'S Business Phone 800.521.3714
Emergency Phone 714.991.1900 at which CONTRACTOR can be reached at any time.
*NOTE: If Contractor is a corporation, the City requires the following signature(s):
-- (1) the Chairman of the Board, the President or a Vice-President, AND (2) the Secretary, the
Chief Financial Officer, the Treasurer, an Assistant Secretary or an Assistant Treasurer. If only
one corporate officer exists or one corporate officer holds more than one corporate office, p/ease
so indicate. OR
-- The corporate officer named in a corporate resolution as authorized to enter into this Agreement.
A copy of the corporate resolution, certified by the Secretary c/ose in time to the execution of the
Agreement, must be provided to the City.
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EXHIBIT "A"
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REQUEST FOR PR4POSALSIQUALIFICATIC)NS
Tree Trimmin+�, Removal and Planting
�antract �ervi�es
SUBMfTTAL DATE: April 2G, 2023
Approved By:
Direc#or of Public Works
The Ciky of Nc�rco request for bids and proposals, bid results, and natices of an award are
abtained through the Gity o� Narco Ver�dor Portal at �nrww.r�qrco.�a.uslbid
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
��kll� Q� �C�11$E11'�S
Introduction..............................................................�..............,.......,,, .................. 3
Minimum Infar�matic�n ............................................................................................ 3
Required Qualifications ...........................................,...._.............,...................,...,. 4
Submittal Requir�ments......................................................... .............................. 5
�'ee Proposal........................................................................................................ 5
ProposalSubmission............................................................................................ 5
Selectaon Pracess................................................................................................. �6
�Qu�stions Regarding RFPIQ ..............................,.......................................,......... �
Cfar9ficatior� Statements........................................................................................ 7
R�quired �lements for Response ......................................................................... 7
�e� Sc�edule....................................................................................................... 7
Exceptions................................... .................,......................_...............,....,.,........ 8
Addendato Prapasal......o..................................................�.,...........,..........._........ S
Wathdrawalof Proposal......................................................................................... 8
�valuakion vf Proposals........................................................................................ 8
Rejection of Proposals.......................................................................................... 9
Awardof Cor�t�act................................................................................................. 9
ContractDocuments............................................................................................. 9
Ca�cellatian..............................e.......,........,..,... ,.................................................1�7
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OB11;0'CDG�I,IC�I�f'�
The Ciky af Norc4 (City) is seeking the services of � licensed arbc�rist to take ac#ians needed ta
maintain, plant, care for, and pratect t�re�s in tt�e public rig�t-af-way, parks and th�se areas of
signi�canfi importance in our cammunity. �ontractor shail maint�in tt�e �urrent urban fiorest and
Qn occasion plar�t {arge canopy�hade trees, where ap�rapri�te and with consideration of habitat
�nc� wat�r co�servatian �oals, in order #o maximize envir�nme�tal benefiis. Further, it is
impa�tant ta retain signif�cant and mature trees and identify forest linkages ta connect and
en�ance public pa�ks, plazas, recreatian and open space areas. The City's currenf �arban forest
has approximately 8,9Q0 trees �aryir�g of over 150 �lifferent typ�s. The City utilizes a 5-year
trirnmin� program (diuided �p ir�to grids) ir�tende�l to trim every tree withir� a 5-y�ar period and
is provic#ed or� the CAty's w�bsite so res�der�ts can know what ye�r t�eir frontage #r�ees might b�
trimmed.
Ta be considered, contractor must meet tf�e qu��ificatior�s and satisfy the requir�ments as stake�i
4r� the Request for Proposal/Qu�lifications (R'FPIQ). I# is �he intent of the Ci#y ta award a five (5)
year agr�ement w�th the option to renew fc�r twe� �2) one-ye�r terms.
The City's request f�r �ropasals, bid resutts, and notk�es of an �ward are abtained through the
City af Norco Vendor PQrtal, www.noreo.�a.us/bid ur�til Apr�l 26, 2023 at 3 p.m.
All necessary forms, specificatior�s and ofiher t�id documents may be vi�wed ar�d downloaded
ekectronically. ��sir�esses who i�ave registered in th� Vendor Portal wEll receive ema�f notices
wh�n � new re�uest for bid or p�oposal relevant to their 9ir�e of business is issued. Any interested
party may view the City's solic�tatEons, as well as the bid results and final not+ces af awarc�, by
logging into tf�e Vendar P'artal and using the se�rch features to locate the items of inter�st,
A�1linimum information
Th� mintmum informatian required in the Praposaf irrcludes:
• Ger�eraf statement of the undErstar�dir�g of the scope.
• An approach to the wr�rk (including m�thod far developing � 5-y��r trirnming schedule)
• Experience in providing services �or agenciEs of similar size and scope, prev�ous work
examples are er�couraged
• The experienc� o�the propased pro��ci manager a�d key indiuiduals,
• Ap�proach f� communicat�ng w�th the Cify
• �ee Schedule
Proposals wil� be accepted anline by the City un�ii 3:QI] p.m. orr Apri! 2G, 2023_ Any changes to
this Rec�uest for Prop�saVQualifications (RFPIQ) are inualid un�ess specifecally madifed by ths
City and issued as a s�parate addendum document. Should �here b� any question as ta changes
ta the content of this document, the latest version uploadec# on Planet Bic�s shall prewail. The
submissian sfi�ould be prepared s�mpiy and econamically, providing str�ighfforward, cc�ncis�
description of yaur firm's capa�ilities to satisfy the requirement of this RFPIQ, Emphasis shc�ufd
be on organization, comp�eteness, and clarity.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
Tc� en�tai�e cc�r�sic�eration, ��I �rta��}�al� �hall f�ollow �Iie rec�iii��c�ci �I�;rrt�nts �►c�vided irt tl��is F��PIQ
c�r as directeck. To facilitate the evaluation prac�ss, re�pondent must subrnit an etectronic
Propasal via Norco's PlanetBids Vendar Pc�r#al at t1�e v�r�bsrte set fQrth be�orrv, prior to
3:U0 p.m. laca[ tirne vn Aprii 26, 2023.
Qu�sticrns cc�r�cerning khis sol�cit�tion shouid b� directed eiectronically to via Pf�netBid� Vendc�r
Portal.
,R�ce �aired Q�alificatis�ns
A. �Contractor must hald a valid State o#C�lifarr�ia Contracior's License {C-27, C- 61, ar�d D-49).
B, Cantractc�r must have ful! time, �ermanentfy employed st��f trained and certified in th� tree
maintenance industry.
C. Contractor mt�st submit to the City a �ivality Contral pl�n at krie time of proposal submission.
The Quaiify Con#roi Plan shall pravide contractor managerr�er�t with an effective and efficienk
means af identifying ar�d carreeting prablerns th�oughouf the entire scope of operatians. This will
includ�the staffing of an arbarist, certi�fi�d thrn�agh tl�e Internat�onal Soci�ty of Arboricultu�e (!SA)
for the entire fec�c�th of the cantrack as Stte Supervisar (certificatioc� �required).
C3. Cantractor must hav� satisfackoriiy com�l�ted �t I�ast five (5) separate and individual
Southerrr Ca[ifornia municip�l tree trimminr� projects ir� the last five (5) years, c�r pravide evidenc�
o#'comparable projects. Each pro�ect s�all be of camparable size ta tf�e scope of wark contained
in Attachment "A".
E. Contraetor is required to state any, and all instances of being disc�ualified, rer�c�ved, Qr
of�►erwise prevenfed trorr� bic�di�g on, ar cornpleting any confract for tree maintenance services.
�. Cantrac�or rnust submit eurrent OSHA certificatiQn of ail aerial devices, and tfi�e most re�ent
Califarnia Highway Patrol Cammercia9 Vehic4e 1nsp�ction fi�r equipment to be us�d for the
duration of this contract.
G. Con�ractor musk su�mi# for a�praval a curr�nt Safety Mar�ual meeting SB198 requirements
for injury and illnes5 prevention at the kime of submitting th� praposa�. Report ta b� used during
this cm�tracf term.
H. The Cantractor shall have }�resenk at all times when �erforming ma�ntenar�ce acfivi#ies, ar�
c�n-s�te certifec� arborist vdh�a speaks fluent English, whose duty sh�ti be ta supervise and
coardinake maintenance operafions as they occur. T�i� c�n-site re��-esentative shall carry, during
work hours, a cel! �hone €or communic�tion. T�e City shall be advised �n v►�ratir►g of the number
for this pf�one.
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��n�f�7Qt��l F��,.��ir��v���i��
Ple�se ir�clude the ��liowing infarmatir�n in the pro�osal submittal:
A. Pr��ide a sign�d cover �etier by �n individual authorized ta negotiate on behaff a�f the f'rrrn
and r�ust be �inding far a term of 9Q days fram the date af submitkal to th� City.
B. Prc�v�de a brief proj�ct descrip�ion c�rr�veyin� an understancling af the scope af work can#ained
in Attac�m�nt "A"'.
C. Ic�entify all supervisory individuais to be assign�d to the project, their qualeficatiar�s and
respective ��les.
D. List th� project rnanager uvift� at �east three referer�ces where he or she was tt�e lead persan
ser�ricing a City and include curi-er�t {�hon� anc� fax numbers of the references. ideriti�jl
sp��kalized experience anci t�chnical competence availa�le in t�e firm.
E. Identify a vuindow af time indicating availability to start the projec�. The sel�ctec� frrm wifl be
required to �r+ter into a writ�en �antract with th� �ity c�f Na�co in a fc�rm �ppraved by the City
Attorney. It is expected that wori� wikl comm�nce upan award of cantra�t.
F. Identify any section� af the �ity's standarc� cor�ttractar car�tract {Att�chm�nt "B") that pose
cartcer�s and wou9d rec�uire negatiationlmodificatian i� arder to be aceeptabl� to cantractor. If
no cor��erns are identified, proposer wifl be deemed ta hav��ccepted the form Qf the agreemenf.
Fee Propasal:
The fee �roposal shal{ inci�d�e the frrm's s�at�dard �aurly fee schedu{e, andlQr project fee
schedule where applicabl� and as outiir�ecf in this document. Cansu�tant shall pravide fees fflr
the services specifi�d. The fee must inGlude an nour�y rate, but may alsa include an annual lump
sum for #he s�r`v�ices speci��d. If the consu�tank ean calculate an estimated maximum hours per
year, based fln the information contained within this RFP1Q, that amount should be included,
Optiar�s for unlimikeci consumptit�n of specific#asks, such as scanning ar�d digitizing, should alsa
be ir�cluc�ed. Fees should �r►ci+�de a6i #r�vel time, any crst of mat�rials, anc! any delivery.
The fee schedu�e should be prapose� an anr�ual basis.
Pro�osal Submissian
Each firm's proposal must be �ubmit�ed in several par#s as set forth in section, "Required
Elements for R�sponse," Each firrn will confine its subm�ssian to those r�afters sufficient to
define its praposal ar�d to pro�ide an adequate basis for the City's evaluation of the firm's
�roposal. !n �cldEtion, an original signature must �e included vn the document submii#ed with
each copy. The fo�`m is included at the er�d of this RFP/Q.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
TF�� t;ity r���rv�s kh� ri�ht ta:
• Reje�t any or a1! ��fers and discor�tin�e this R�P1�2 pr'ocess wi�l�o�t ot�l�g�tion or liability to
ar�y pvtenti�� con�u�ta�t.
• Accept ather than lovvest price o�Fered.
• Award a contrac# on the basis of initial offers received, witk�ou# discussians nf rec�raests fvr
best �nd fnal offers.
�elecfiion Process
Proposals wili tae evaluated by a selectian committee c�mprised crf the City's statf. The propasa!
shall be of such scap� and d�pth to sufficientiy describe and dernon�trate khe car�sultant's
un�erst�n�ling of a�proach ta the pra}�ct. 5ub�nittal of incom�fete or vague r�sponses to any
sect�on of this RFP/Q my resutt in re�ection of the propc�sal,
Proposa{s wi11 be evalu�ted and rank�d based on criter�a incl�ding but nr�t limited to
ur�d�rstanding of the ,�urpose of the work, pr�ajec� approac�, sc�pe-o�-work, ex�erier�ce, project
te�,m mem�ers' q�ali�icatiar�s and �vailabil��y, and prajeet schedule. TF�is is nc�t a ct�mpetitive bid
�rocess. The mast highiy ra��k�d propvs�ls may b� ir�tervietrve�d and rated by the se�ection
cc�mmittee. After selection of the prospecti�e consultant deemed m+�st quahified, the City will
initiate negotiations. If an accept��le contract cannot be reached with the prospective cnnsultar�t
deemed most quali�ec�, the �ity may then negati�te with #�� next highest-rated pro�oser. O�nce
negotiations with a praposer are ferminated, #he City will nat renegotiate with that prapQser.
The City is seek4ng tQ negatiate a three-year agr�emenf, with two c�ne-year optic�ns, but reserves
the right to negotiate a different term if determined tv be in the best interest of the Gity.
The City reserves the right, after apenir�g the proposal�, to reject any or all proposals, ar to accept
proposal(s) �hat in its sole judgement are in the best �nterest far the �ity.
The C�ty may interuiew a short list of qualified firms. 1"he s�ortfist will include the tap��afed firms
bas�d upan th� pro�osal submit�ed for th� project.
Quest+ons ��a�a�rdinq RFPlQ
Any qt�estions or requests for interpretation ar clarification, e�#her administrafiive ar t�chnrca{,
a�oufi this RFP/Q must be submitted via anFin� o�th� City's Pia�etB�ds Uend�r Po�tal by 3:Q4
�m on P�pril 19, 2023. The Crty will com�ile �il questions and r�quests, �nd prnvide responses
ir� ele�tron�c format to a61 firms by A�rii 20, Z023.
C}ral sta#ements cancerning khe meaning or infenf of the content� af this RFPIQ by any persan
c�th�r that� th� pers�r�s identified herein are unautharized and invafd. The C1t�/ WiII not be
respans�ble for any other explanation or int�rpretation af this RFP/Q, or for ar�y oral ir�structions.
Any contact with the �ity personnel regarding th�s I�FPIQ may disqualifiy a �roposer.
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Clarificat�or� 5tatements
�ar ciarifi�atian purposes, the worr#s "Contracfor„ "Cornpany"� "Prvposer", „Vendor" "Firm", and
"Bidder" shall be read to be Q�re and khe same. The wc�rds "Cvntract" an� `"Agreemer�f" shall be
read fa be or+e �r�d #he same. The wards "�id"' and "�'ropasaP' shali be �ead ta be one and the
same. "City of Norco", "City„ and "NorcQ" shaE1 be rea� t+� be one and the same, "Request for
Proposal" and "RFPIQ" shafl be read to be ane �nd the same.
'�eauired Elements far Res�o�nse
Cansulting frrms res�ondir�g ta this RFPIQ wifl provic�e the�c�llowing information in their prc�posals:
Proposal Format: Letter F'ropasal, limiteci ta 10 ��ar�es.
Proposal seetions shall inciude:
1. Cover Letter (not included in the page count)
2. Intraduction and Proj�ct Understandi�g
3. Scope af tNark
4. RFP/Q Signature Page (not includ�d in the page �ount}
5. Praject Personnel Qrganizatian�i C#�art and Team Qualifications (not included in the page
count}
6. Schedule
a, Praptisetf scheduie far service ini#iatian and ar�y pre-r�quisiEes.
b. Sampl� sc�Pdul� fvr completion c�f wor�c items included in Scape nf Work. (i.e. Expec#ed
turnaround times.)
7. E�timated �eve1 of Effart per Scope T�sk, itemized by I�bar classific�fior�.
8. Campany star�c�ard sche�ule of charges. (not irrcluded ir� the page count}
9. Include resumes �f any propas�d team rnem��rs and relevant �roject descriptiflns (as a�
ap�endix-no# included in !he page cc�unt).
10,Fee e�stim�te, including labor, s�ab corlsultants and prajected reEmb�rsabie costs to be
submitted in a separate sealed envelo{�e {not iR-rcluded �n the page caunt}.
F�e Schedule
The fee por�ian �#the propasal shal� inckude costs and fees for the propased senfices based on
hour1y rates af staff. A cl�ar br�:akdown o� #hese costs by task inc{�c{ir�g sta#f h�urs shall be
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
pravidec� and incluc�e a lis�ing a11 professiQnai s�rvices ex�enses aniicipated including insuranee,
printEng, communications ar�d tra�el. Cost s�ould be basEc� 1�ourly rates of s#a�f, including clerical
positions. SuGh hourly rates s�ould b� fu�ly burdened or la�ded, includinc� full compensation for
all overhead and pr�fit, Billing rates shall ir�clude pravision fQr narmal suppli�s and materia6s, in-
k�muse r�praduction servic�s �nd local �ravel costs.
Exce�tians
Ar�y �xceptivr�s ta our scope and/or sta�darci contract �included as A#��endix B�
Addenda tc� �ro�asal
Th� City may mad�#y this F2FPfQ, any of its key actians, dat�s, or any af its �ttachments, pr�or ta
fhe date fixed for submissior� of proposals by iss�ar�ce of an electror�ic addendum to alf
proposers. 5ucfi� addendum wiEl also b� pQsfec� art �lorcv's Plan+etBids Vendnr Partal website.
Proposer wilf acknowledge receipt �fi all addencla in their proposal. Any addenda issued during
the time �ar submissian of proposals wil! be rnade park of the ag�eement.
Withdrawal of Proposal
A proposal may be withdrawn aft�r its submission by writ�en request signed by tF�e prapaser or
authorized represer�tativ�e priar ta the time and dats specified for prapasal submi�sion. Pr�pnsals
ma:y �e withdrawn and res�bmitk�d in the same r�anner if done so �efare fihe propa�al
submfssion deadline. iNithdrawal ar mvdific�tion offered in any other manner will not b�
cansidered.
Evaluatian af Prc���sals
T�e �ity's sfaff v+rill �va�uate and rate pra�osals based �n best value to #he C�ty, ncat based on
price a(or�e. All proposals will �e revierrved to ver'r�}r ihat the proposer �as met the minimum
requirements as stafeci in this RFPfGi. Proposals that have no� fallaw�d th� rules, do not meet
minimum cantent c�r quality stand�rds, do not provide references, or take unacc�ptable
ex�e�tions to the RFP/Q, will b� rej�cked as nan-responsive. Pro�aosals wil! be evaluated an the
foll�wing criteria, r�at r�ecessarily in c�rder of priority:
• Understanding of the work #o be �erformed
• Strength of k�y persc�nnEl
• Experience an� technical competence af fi�m and s�bcQntractors
• Approach ko the project, including technical and rna�agernent consideratic�ns
+ Evaivation of the cost effectiv�ness in rei�tion to team quafifcatic�ras and proposed praject
rnethodology
The most qualifie� Fir�m(s) may be asked to participate in an or�l interview ta discuss in gre�ter
detail the cQ�tent of their pro�,osals. Th� City will notify �nalists, if interviews are cc�nducted, of
k}7e ciate and time of s�ch int�rview{s).
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
��>��fi�rti e�9� ����;�_����I�
The Gity may rejeci any ar all proposa�s anr� may waiv� any irnrr�aterial deviation in a �roposal.
The City's waiver of an imrn�terial d�fec#shall na way modify this F�FPlQ ar excuse the prop�s�r
from full cc�mpliance with t�is RFPlQ andlar the contract docurnents if awarded the coniract.
Proposals that incfude terrns and cc�nditions other than th� City's terrns and conditEon� may be
rejected as non-responsive. The City may rr�ake investigatir�ns as c�eemed necessary to
determine the a�ility c�f the praposer to perfarm #he services, an� th� pr�aposer shall fu�nish to
th� City al1 such infarmation and data for the purpose as requested by the City. The City reserves
tfi�� right #� reject any prc�posal if the evid�r�ce submikted by, or investigation Qf, suc1� �ropose�
f�ils t� sa4isfy the City that the proposer is pro�erfy qualifii�d to carry out the o�ligatic�ns ofi tt�e
agre�ment ,and to compleie the work d�scribec! therein.
Award of Contract
Award of cQr�tr-act or rejeGtion of propasa6s wilf be made by t�e City within thirty (30) cal�ndar
days fallowin� the praposa6 due date. The City res�rves the rigf�t to modify the award af cant�act
ar rejecii�n date to besi mEet the needs af the Cify. The City reserves the right ta rejec# ar�y or
all praposals in response to this RFP1Q in the best interest of the City. The City furkher reserves
the right ta v�rai�e a�y snformaliiie� or irregularities in the pro�osals. �`he City shall nc�t be liable
far any cost incurrer� in connection with the pre�ara#inr� and s�bmittal of any propasa�s.
Tfi�e City may chaose to av�rard all or pari of the project to ane or mQre cor�suitan#s.
Con#racf Qocumen#s
In submitting a proposal, the firm agrees to enter inta an agre�ment with fhe City �ttilizing a
purchase order. 7he firm°s propas�l in res�anse �o this R�PIQ wil! be incorporat�d into the fina1
agr�emen# betwe�:n the Gity a�f Norco and th� selected firrn. The agreement to b� executed by
th� successfiul prapaser wiN gener�lly confarm to the t�rms of the purchase order, however, t�e
City reseru�es th� right t� upd�te the agreement to its current st�ndarcfs �� the tim� the City
mak�s an awarcf.
Praposers ar� advised that th� indemnificatioi� ai�d insurar�c� provisions are mandatory �nd not
subject tc� rev�sFc�n. Properly exe�uted policies ar Certificafes of Ir�surarice for:
• Commercial Gener�l Liabi�ity Ins�rar�ce*
« Automobile Liabilify Insurance�
• Workers` Campensa#inn 1 Employer's Liability Insurance
• Professianal Errors an� Omissions l�surance
A�fter cor�tract award, �nd receipt of th� be�ow documents, a purchase Qrder will be iss�ed to the
awarded proposer.
Failure t+a execute the terms of th� purchase order and fu►-nish the reqL�ired documentation and
insurance within the required time period shall be just cause for the disqualifcation Qf the award.
lf the successfuk prc�pQser reft�ses or fails to execute khe terms of the p�rehase c�rder, the City
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
�����r aw�rci tf�� �araj�ct tc� tl��e riext qualifi�d �arc���c,s�i�.
*Including an A�ditional Insured Lndors�mer�t far each po{icy
Cancel�at�nn
The City rctains the righ# fo cancel the RFF'JQ at any tir�e should it #a� deem+�d to be in the best
interest af the City, No obligation, either expressed c�r impiied, exists on tfi�� part of the City to
make an award based �n the subr�ission Qf any proposal.
Proposals wili b� evaluated on the basis of tF�e following criteria:
1, Gasf; no mare than 30 }�oints of the scc�rir�g pr-ocess wifl be c�ntingent upon tfi�e s+�ruic�
costs;
2. Responsive bidder, r�ot the fowest bidder;
3. ill�eaningfu! experience �rovidir�g #ree trimming services;
�. Com�liar�ce with specifcations,
5. Respar�siveness and t�oroug�ness of prcapasal;
B. Past record a� performance of contracts with clients, ar other governrriental agenci�s;
7. Ease af aperation;
S. Personnel proposed to work vn the proJect and the q�alifications of thas� individuals;
�. Review and evaivation oF equi�mer�� a�d facilities;
10. Any other factors det�rmii�ed kay the Cjty ta �e relevant ta the per#armar�ce of thes�
seruices� and
11. Loc�l contraGtor with immediate response time.
Attachments
Attachm�r�t ,A. Scope o#Wor�C
A�tachment B: City of Norco Standard Agreemeni for Professional Services
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Attachm�nt "A"
Scope of 1Nork
1. Ser�ices �c� be Prsvide�!
A. Contractar shal{ furnish a!I labor, equipment, rnakerials and supervision to perform urban forest
maintenar�ce services for City trees as describec! nereih including, but not lirnited to, the
foilawing:
'i. Tree Pruning
2. Tree Remavai
3. Stump Remov�l
4. Raot Pruning
5. Tree Planking
6. Tree Staking
7. Removal of Hazardous Branches
8. Remc�val of Tree Debris andlor Tree Trimmin�s
9. Hazard Assessment at Time of Trimming
10. Worksite Cleanup
11. Repair of Darnaged Sprinklers andlar Piping Caused by the Car�tractar
12. Repair ar f�eplacement of Damaged Fences andlor IfVa1f� caus�d by the Contractor
13. Scaii L�veiing ar�d Turf Re-Esta�lishment
14. Damag�d Tree andlor Shrub Repfacement
15. Callection anci Upciating of the GPS Tree [n�entQry Data
16. Determin� a Prune Cycle Ca�culator Based off c�f Tr�e Inu�ntory
17. Distributic�n af Na Parking Signs and Daar N�ngers
18. Con#act with the Public
�9. Employee Uniforms with Company �c�go or Designatian
2fl. Vehicies and Equipment with Corrrpany Ie�gQs or DesEgnation
21. Traffic Gantral
22. Qth�r �enrices Set Forth ir� #his A�reement
B. Contractor shall ha�e the duky to pravide serwices for Gity trees as assigne�i.
C. Contractor shall be �vailab{e twenty-four t24� hours p�r day, ��ven (7} days a week t�
r�spond ta �li emergenc9es within ane ('�) hour of notificai�on.
i, Contractor should prouide contact iist for emergency ca{{-�ut response.
2. Ar�a� to t�e Maint�i�n�d
A, Worksites will include City trees within the Pu�lic Right-of-Way, Parks, or other areas where
tre�s are ur�der fhe jurisdiction of the City, i.e. m�dians, s�opes and assessment districts.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
B. If should t�e �nderstoad that fihis proj�ct is r�c�t solely "sectiar�", "zane" or "bloc!<" iyp� tree
�rimming and will include individual ad�r�sses or si#es. The City will have no ak�ligafian to provide
minimum quantities of sites to maintaan cor�tract pricin�
C. Trees to be senriced may b� provid�ci to th� contract�r by use of the tr�e �atabase, email, or
phone �all - and wi�l consist ofi a describes� area andlor individu�l tree lacations.
D. It is expected that �II wark wi11 be c�m�leted �s directe�f by approv�d scheclule.
3. Pruning Standards and Spec�fica#ion�
A. l-1!I wc�rk s�a61 cc�nform ko the mc�st current Pruninr� Sfandards of the Weskern Chapter ISA,
ANSI A30D, and these �pecifications. In all cases t�e City's autharized rEpresentative�s} shall
hav� complete and sofe discretion in determining con�armance ai�d acceptability of #rees
trimmed by !he contracfor. Trimmed trees rejecfed by the Ci#y's repr�sentafive shall ,be
excluded from ,payr�aenf.
f�. Contractar shall cc�mply with Standards of GAL �SHA and kh� An7erican Natior�al S#andard
Instit�te, �133 Saf+�ty reql�irements.
G. C�antractor sha�l �rovide and p�st "No P�rking" sigr�s forty�eight �4�) hours in ad�ance ofi the
wark and distribute wrift�n notices to aff�ct�d residents of the pen�iny wc�rk. Not�ces shall be
printet� an both sides, in Engl�sh and Spa�nish (thrs may be accompfished by �se of doar
hangers).
D. Cor�tractor shal4 �ncieavor ta rnaintair� gaod �aublic relation� at all times. The wQrk shali be
s�arted and ca�pl�t�d +r� � timely manner, whic� wilf creade th� least possible inter�erence and
annoyance tc� the Public. Work shall b� �erformed by corrFpetent, quaiified and certified
em@loyees. Work will be su�ervisec� b� an experienced sup�nrisc�r i� tree trimmi�� oper�ti�ns.
The contractor shall be res�onsible ta see that private property ar�d vehicles at wvrk locatians
are not errdangered ar dama�ed during th� course of work.
E. Gantractar �hall ex�rcis� precaukions as necessary when working adjacent ta a�rial and
s�bterranean t�tkiitie�. In the event that a�r�al utility wir�s present � hazard �c� the contr�ctar's
personnel or others near the work site, work is to immec�iat��y cease and the ap�ropriat� u�ility
camp�ny nofified. V1/ork shakl th�n comme,nc� in accordance with instructiar�s from th� utElity
compariy. In the eveni that work causes excavatic�n, the car�tractor is responsibl� for appropriate
notification of Undergraund Servic� Aler� �D�gal��t}.
F, l�o haoks, gaffs, spurs ar climbers will be usec� by anypne �mployec� fior such trimming unl�ss
autfi�orized t�y a Gity representative.
G. Any r�ine Planf growii7g on the trees shall be removed to grQund �euel.
f-{. F�n�l pruning c�ts shall be made without leaving stubs. Guts shal! be made in � manner ta
promote fast callaus growth.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
I. Unl�ss ot�erwise provided, trees are tc� be trimmed k�lock by k�lacl�, subject lo the instructir�ns
ofi a City representaiive.
�!. When trimming fu��gus, disease a� fir� blight infected limbs c�r frsands, alf pruning toc►Es shall be
c�eaned after each c�t with alcahol or bleach,
K. Top�ing will not be ciane withaUt prior apprav�l of the City.
L, Lirr�bs ane inch (1"} in diametar or greater sh�ll b� preGut to preuen# sp�ittiy�g, V'�'hen there is a
chance of bark tearing at crQich, large i�mbs sha1E be r�m�ved with three (3) c��ts. Th� first cut
shall be made on the underside af the branch on� fa�t (1'� t� twc� feet (2'} frc�m #he crot�h. T°he
ur�dercut shall be at I�ast cane thir� (113) of the diameter. The secand cu# shall be one-inch (1")
to three inr,hes (3") further f�rom the crotch thara #h� first. The fin�l c�t is rna�i� at the crc�tch in a
manr�er to favar t�e ear-lier possibie covering ofi the wQund by c�llo�us grow#h.
M. At th� time of trimming, Contrac�ar sh��l! take note of �ny hazard associated with each #ree,
far �xarnple; spiitting, rott�ng or de�line in healt'h. This ir�formatian sha�l b� mac�e knawn tc� the
City representative(s) v�ri#fi th� recommended mitigafiiar7.
N. Any tree found to repr��ent an imminent 17azard to life, health or proper�y shall be immediateky
repc�rt�d to the City representative via verba! contact witr� recommended mitigaf�c�n. The verbal
cont�ct shall t�e documented and �alaowed up by email.
A�. Stre�t Tree Trimmirig
A. Trees desig�rated for trimr�ning sha4! be trimmed, shaped and thinned. The trimming shall
provide a symmetrica{ shape and aesth�tically pl�asing appearance typical o� the speci�s. In
�dditic�n, trees sh��ll be trimmed ta provicle a minimum clearar�ce of fifte�n fPet �15') �uer the
raadway, ien feet (�0'j aver wa�kways and equestrian trails. Trees shall alsa be trimmed t4
rema�e ar�y at�struction ar�ound traffic contral devices, traffic �igns, streetlights and ia�ildir�gs.
Additiana� trimming shall b� per�ormed to mitigate any �xtreme efFect of fhe clea�ance trimming
arrd provide an aeskhetic appearance.
B. The speci�c t�chniques employe� shall be consistent with industry practice for the size and
speci�s of tY�e tree being t�immed. AH deacl, broicen, ciamaged, c�iseaseci or insect infested �imbs
shal{ be removed at �he trunk or main branch. All c�ts shafl be madE sufficiently cl�se hal� inch
(1l2"); ta tt�e parent stem sa t��at heafing can readiky stark under normal cQnditions. Ai! limbs two
�nche� �2"} or greater sh�ll be undercut to prevent splitting, The remaining iimbs and branches
sf�a�i not be split Qr braken at the cut. A�I crossed ar ruk�bing limbs sha�l be remaved unless
remova{ wif! r�esult in large ga{�s in the general outline of the tree. �1i1 trees shaff be thir�nec! of
smaller li�mbs to distribute t�►e foiiage and weight evenly.
C. Laterais shali be cut to pres�rve the naturai form o� the tree, leaving the head open eno�g�
far the branching system ta show, permitting the d�ad rro�terial to be easily cleaneti out and lignt
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
to sl�a�v through the head. Tree foliag� sh�ll be reduced by a# leas# �ifteen p�rcent (15%) but nQ
m�re �han thirty percent {30°fa}.
D. Small limbs, including suckers and water sprouts, sha�l be cut close to the trunk or branch
frc�rn w�ich they arise.
E. Spider w�bs, pine needle cfebris, unattached bar4c ac�urnulation and detritus trapped upon
t�e trunk and withir� the lawer branches and latera! �oins sha�l be removed.
5. P�rklStape Tre� Aesthetic Trimming -Aer�ial Unit
P,. Pari</Slope Tree Aesthetic trimmi�� wifl be pe�#armed on krees Macated out ofi the PubIE� Right
of Way that can be safeiy r�eached with an aeriaJ unit. Thes� trees are typicaHy located with�n
City parks, far�dsca�e maint�nance clistricts (slope areas} �nd �ity facilities. Cleanup and
removal of all trirnmings shall be inclraded at na additior�a� charge.
B. Trees d�signated for trirnrr+ing s'hall be trirramed, sfi�apeci and thinned. Th� trimming shafl
provids a symmetrical shape a�d aesthetieally pleasing ap�earanc� typicaE of the species. In
additio�, trees shaH b� tr�mm�d tc� provide a minimum clearance of tv►+elve feet (12'} over the
roadway anci nin� feet �9') over wa�kw�ys (unless otherv+rise directed by a Cify representative).
Tr�es shall �Iso be trimmed to remaue any abstructian around traffic c�r�trol devices, traffic
signs, stre�tlights and buildings. Acf�itional trimmsng sh�tl �ie performed ta mitigate any exkr�me
effect of the clearance trinnming and pravicie an acceptahle aesthetic app�arance.
C. Tf�e specific techniques ernplayed shall be coc�si�tent wiih industry practice for the size and
species af tree be+ng tri�nmed. Alf d�ad, brok�n, damaged, diseased or insect �nfested limbs
shal� be remvved at the trunk or main branch. All cuts shall be made sufficiently close half inch
(1/2"}; to the parent stem sc� that healing can r�eadily �tart under norrnal conditions, All limbs two
inches (2") or greater shali be unde�cut ko prevent s{�litting. The r�mair�ing 9irr�bs and branches
shall nat be split or broken at the e�t. All crossed vr rubbing aimbs sha11 !�e removed unle�ss
removal wil! result in farge gaps in the c�eneral outline vi the tree. A[I trees shall be thinned of
smaller limbs to dist�°ibute the foliage and weight evenly.
D. Laterals shafl �e cc�# ta preserve ki�e r�atUral form af the tree, leaving the �ead apen enough
for the bran�hing system to shvw and permi�ting th� dead materiai t� be eas�(y cleaned out arad
iight to s�ow through the head. T'ree foliage sftaU be reduced by at least fifte�n per�e�t (15°/a)
but na more than �hirty percent (30°/a).
E. Small limbs, includir�g s�c�cers and water sprouts, sha14 be cut c9ose to the trunk or� branch
fram which they arise.
6. ParklSlope Tree Ae�the#ic Trimming -Climber
A. P��klSlape Tr�e Aesthetic Tr�mmir�g will be �erfiorrr�ed on trees Eocated out of the Public Right-
of-VVay tha� cannat be safely reachecf with an aerial unit fhat must be climbed in �rcfer ta
complet�e �he n�cessary tri�rtming. These tr�es may be located uvithin Gity parks, iandscape
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
ma�nter�ance districts (sfape areas} �r�c� city facilitie�. Tt�ese trees are typic�lly Eacated withdn the
higher reaches of our landscape mairiter�anc� districts (slape areas} as vwelf as area� of City
parks that �fl npt allow larc�e vefi�icie �ccess. The Contractor wiE� be given sp�cific loca#iQns for
sites ta be trimmed by � Ci#y represen#ative priar to ar�y wt�rk being �erformed. �'ree quant�ties
for this type �f trimn�ing shall be determined and agreed upon prior to any wc�rk being performed.
Clean u� �nd remc�val of a!I trimmings shall be ii�cluded at no additianal charge.
F�. Trees dc�signated for t��imr�nin� shall b� trimm�d, shaped and t�inned. The trimmin� shall
pravide a symmetrical sha�e and aesthetically pleasing appearance typ4cal o� the species. l�
adc�ition, tr�es shall be trimmed to pravid� a minimum clearance of twelve feet {12') aver the
�aadway and nine fee� (9") avet� walkw�ys {unless �th�rwis� directed by a Ciky representative)_
Trees sha{I also be trimmed to r�move �ny abstruction araunr� iraffic controf d�vkces, #ra#�ic
signs, s#r�etlights and buiic�ings. Additiona! trimming shall �ie �erFarmed to mitigate ar�y extreme
effect ot tfi�e cfearance trimmfng and provide an acceptable aesthetic appear�nce.
C. Ths s�ecific techniques e�nployed shall be coi�sistent with industry practice fior the siz� ar�d
species o� tree being trimmed. All cieacl, broken, damaged, c�iseas�d or inseet infi�sted limbs
sh�11 b� r�mav�d at t�e trunk ar main �ranch. Ali cuts shall �� made sufficEently clos� �alf ir�ch
(�12"); tti the �arent stem so that heaf ing car� readi�y start und�r narmal condiiions. All fimbs two
inches (2") or greater� shall be underc�at ta prevent spfitting, The r�maining limbs and branches
shall rjot �e s�lit or brak�n at th� cut. All crossecE ar rubbing birnb� sha11 be removed ur�less
remaval wi�l resul� in iarge g�ps iF7 th� general nutline nf the tree. ,411 trees shall be thinned of
smailer limbs to di�tribute the folia�e a�d weight evenly.
7, �'a�m Tree Trimming
A. Standard �rim; remove all dead, droaping, live fronds, �nd fr+�it�ng strUctures as cic�se ta the
trunk as possib{e. The remaining I�eal#hy fironds ��all be a# an upward thirky-c�egree (30°} angle
i� relation to a hori�z�ntal pfane at the head of the palm kree. All frond sheaths shalf be removed
�long f��� entire lengti� of the tree.
�. Exr��sive trjm (sl�innEng); the Contract�rr will be given �pecific la�ations far site� to be trimmed
by a C�fy re�r�sentative prior #o arry wQrk being perForm�d. Tree quantities for this type �f
trimming shall be determined and agreed up�n priar ta any wc�rk being perform�d. Clean up an�
r�mc�vaG of all trirnmings shall be included a� no addi#ian�i c�arge. Unles� "skinning�" ofi palm
trees is specificalfy requested, palm trees located wif�in "zor�e°, "area" or"gr�d"#ype assignments
wili rec�ive a standard trim as summarized in itern "A"' abave.
C. A�er skinning/shaping of palm, kh� ball shall be maintained as part of norma� #rimrning to
main#�in a unifiorm appearance.
Cl, Remove al1 foreign piant rnateriaf €ram top dovvn ta the base af the kree, s�ch as iuy, vermin
nests, e#c.
8. Tr�e/Stump R�mvv�l
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
A. The trees tc� be re�n�ved will be markec� ir� a manner d�termined by the City representative(s).
O�ly those trees marked by the Gity shall be r�moved by the conkractor.
B. Trees shaN be felled ih a manner consistent with industry �ract'rce with the primary emphasis
on the safety af the Public. Extra care shall also be ��ken to prev�nt unsafe working conditians
to individt�als, lar�dscape, irr+g�tion, str��ctures, obs#acfes c�r pr�vate property.
C. Stumps shafl be t�ro�nri tu � n�inimum of eighteen inches (1$'") !}elflw the Ievei of the adjacc�nt
grr�und. Wn�n � stump removal operatian intercepts an in�service utility line, removal of the
stump shall be rr�ade to th� to�r c�f said utility line with the remaining pr�rfian af the stump, nof
obstructeci by the utility line, remaved to the required e�ghteen ir�ches (18") minimum depth.
D. Stump grinding shall take plac� the same c�ay as treE removal. Note: if stum� grinding daes
nat follow within the same work day as removal, a safety barricade rnarked with the comp�n�es
r�ame shall be placed �nd maintainecl over the siump until the stump �rindin� in compf�te.
E. Roots having a diarrieter of four �4) or more i�ches shal! be traced aut and removed to a
minimum of tuvo feet �2'} from th� stump crou+rn. All raots four inc�es (4") Qr mc�re in diameter,
the kops of which are six in�hes (6") or less below the existin� soil levei; shall be considered par�
of th� st+ump and shall �e remo�ed, exc�pt where such remaval is prever�ted by existing
sidewal�s, curb�, buildings o�other improvements.
F. Hal�s tk�at are not �e+ng repla�rted after grindi�g aperatians s�all be fil�ed with resulting mulch
and raked level with khe adjacent ground. A61 woad, debris anc� excess mulch shall be removed.
The resulting surrounding area shall be raked ��dfar swept clean.
G. The contractor st�all be responsible for contacting Underground Service Alerk 4�igalert) for
the locating of und�rgrounci utilities in accardance with State law prior to stumpir�g o�eratipns.
H. Cantractar will rema�e aIC USA markings withirr forty-�ig�t �48) hours of v+rork com�letion from
str�ets by use af black marking �aint or pressure wash�ing dependent upon location. AI! Digale�t
marks on perrrranent structures (sidewalks, eurbs, etc.) within park areas will be pressure
washed
I. Arty damaged caused by removal operatiflras shail be repaire�i in a timely manr�er at the
contr�ctars' svle exp�nse.
9. l�vot Prur�ing
A,. Ra�a# �runing work wilf be spec�fied on work orders to the cvntractor with sp�cific street
address and locat�on, as well as, identifyi+�� raot pruning alor�g the sidewalk or curb or both,
B. Raots shalf be pruned immediately adjace�t ta the ed�e of the sidewai�C car curb, or other
improvement. Root prun�ng cuts sh�11 be �au�- i�ches (4") wide, eightee� ir�ches �18"} de�p as
m�asured from the t4p of sidewalk, curh or adjacent improvement. Root pruning shall extend
�ight feet (8'} in each direction from th� centerline of the kree — sixteen f��i (16'� in tat�l fength.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
C. Roat pruning �quipmer�t �hall be �pecifcally designed for this purpose with cutting teeth
sharpened ac�equately to sever raots in a cfean manner, and equiPpeci with p�dde� tracks or
rubb�r tir�s to prevent scra�ing or marki�g of s�dewalks.
L7. All cuts sha(I be backfilfed imrnediately upon comp�etion of root pruning and installation o�F roQt
barrier, if r�quir�d, �t each IacatiQn. Ba�kfill material shall consist af dirt and/or mulch from root
pr�ning and shail be fr�e from racks. All det�ris generated �y these operatior�s shall �e
imm�diatefy removed from the site and properiy dispQsed of outside the right-of-w�y.
E. Any d�maged c�used by raot pruning operations shall be r�paired at the contractors" sale
exp�nse.
10. Rl�nting
A, Planting trees to in�clude stakang, ir�stalling ties, tr�ink guards, rook barriers if necessary, and
fertilizer tab�ets, #o maximize tree health and survival. Cantractor v+rilf pravide all materials and
labor necessary fior a complete and pro�er in�ta�l�tion, New �rees a�e ta be Enstall�c� in
�ccordar�ce with APWA (Amer�can Public Works Association}, standard plans for Public Wor�ts
cc�nstructic�n d�tails 520 -2 and double staked per 518-2 double.
B. Trees shail be provid�d by th� confrackor as set forth in the r�t� scl�ed�le and planted in
accortiance wit� appropriate ISA stane�ards as applicatale. N�w�y pl�nted trees sh�fl �ae watered
by the contractor as r�ecessary far a Period a#one hundrecf twenty �12Q) days #ar estabfishmen#.
C. The newly planted tree shall alsa carry with it a one h�ndred twe�ty (120} c�ay freE
replacement shauld th� tree die ar be �n an irreversible state of declir►e.
D. Tree wells, if required for r�ewly pl�nted trees, shail nat be created to ris� above the
surraunding or existin� grade.
11. Emergency 1"On Caii".Work
A. Gontractor sfi�all be requ�re�' tQ pr4vide eme�-gency!"an call" res�onse to hanging limbs, wind
damag�d or downed trees. This may b� at nigh#, during storm, ar any other bad weather
conditions. The contra�tor will be giv�n s�eeific Ic�catiar�� via telephane call from a C�ty
aut#�orized repres�ntative, Th� contractc�r shall be required ta start khe work ind�catec! within two
(Z} I�OUfS Of t�lE ICkt�fell k�3le�ljf:iie ��.=FII �r��d rept�rt hz��;k to the City representative u�on completion
of the work specified.
B. Tne cQntractor is fequired tQ pro��d� a twenty-faur�24) hour em�rgency p���rae number�ndlt�r
names Qf a minimeam Qf two (2} cc�ntact individuals w�th�n one week af award of cflntract. Shauld
the phone number or Gantact persan(s) chang� during the course of the contract it wilf be the
res�onsibility of the contractor fo natify the City. !n the event #he contractnr cannot b�
cvntacfed or fails to re�pan�i, a writf�en nofice af p+�rfarmar�ce deficr'�ncy wil! I�e issued
and a penalty of$1,0(10.00 per incident wil!be de�fuc�ed frorrr �'uture cvnfracfor payment�.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
C. The contrac��r shall be requir�d to �rovide ail traffic conkrol required during any emergency
operations. Should the work invc�lve any �igh valtage 1ir��s the cc�ntractor shail be require�i to
notify the responsible utility campany.
D. Work perfarmed und�r the err�ergency pravis�an of tt�is con#ract shall be paid as set farth in
the rate schedule. This �h�lA include all lab�r, taais, e�utpme�t, dispos�! fees, and materials
ne�essary far campleting th� emerg�n�y work.
12. Schedule af Work and Hours �f Q�peratio�i
A. Contrac#or w�li be req�ired to commence wor�k within ten (1Q) workir�g days of award af
contract, or upc�n receipt of assigr�m�nt are� or locat�e�n. The cantracfor shall, prior tc�
con�m�nci�g wQrk, submit and ��ir� ap�roval �f a weekly work schedul� inciica#ing the �rder and
Ic�cation af work.
B. The �en�ral heaurs of aperatiot� shalt �e 7:0� a.m. tc�4:D0 p.m, on majflr sireefis ar}d H:�U a.m.
fa 4:0� p.m. an residential st�-eets with respect to any chipping, cutt�rog, or otY��r o�erat`ons
generating harsh or un�sual naise. Th� days of operatinn shall �e Mond�y through Friday, No
work s�afl be performed an Saturday, Sun�'ay ar City �bsenr�d Holidays unless
auf,has�i��a�by the City representarive(s).
G. fn �dditi�n, the ca�tractar shall mee# with City rapresen�ativ��s) on a pre� scheduled monthly
basis nr as necessary or r�quired.
13. C1ean Up
A. Cantr�ctvr shall clean all jol� sites when wc�rk is completed. This inciudes rakir+g vf IeaW�s,
twigs, ar�d any other waste materiaf frQm the lawns or medians. This will �Iso include swe�ping
of sir�ewalks ant� str�ets.
B. Eacf� day's scheduled �r+�ork shall be complet�d and cleaned u}�. Und�r no cr`rccrmstances
shall any brush, leave�s, d�b�is or equipment be 1et�on rhe srre�t, sidewalk ar in the ri�ht-
of way overnight. Cantractor's equipment may �� stored over��ight, with advance apprc�val, in
the Giky Corporate Yard; �iawever, t�se City will not be re�pansible for security of contractor's
�quipment.
C. �f7e Contractor shall use extra cautian to nat drop 4�mbs intc� b�ck yards. �� this happens the
cc�nfractar si�a11 rnak� #heir best efforts tc� contact the resider�t to clean up t�e debris.
C�, The City represen�aiive(s} s��ll be the sal� judge as to the adequ�cy �f #h� clean-�ap.
1A�. Disposal of Materials c►r Debris
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
�. A!I tr�e braric��es, �rusl��, tre� trur�ks a►�d other rmaterials }�roduced as a result af the
contractar's operatio��s ur�der this contract will be r�duced� reusec�, recycled, and/or transformed.
Any debris or mat�rials requiringr dis,�c�sa! �hall�ot be af�posit,�d ir� a I�nc�fill.
B, Reducing will tnclude, b�t is not limited ta, chipping, gri�ding, andlor shredding c�perations.
Reu�ir�g will iraclude, but is not iimEted to, using chipped, g�ound, dr shredd��d tree materia) as
mulch. Recycling wi11 incC+�de, but is n�t lirnited ta, chipped, grour�ci, ar shredded tree materiaf
used ta produGe compost. Transform�tion will include, but is not limited tc�, fire wood th�t is koo
I�rge to be chipperJ, grc�und c�r shredded far use as muich.
15. Mulch Program
A. Upon requ�st t�� Gontractor shali provide �nd d�liver, at #he Co�tractor's ex}�ense, one (1)
forty�40)yard bin of fintshed mufch twi�� per year which may k�e us�d by the Gity or i�s landscape
maintenartce contractors for �ar,dscape en�ar�cement, �rasion control and wat�r conservation
activitie� within the Gity. Nlulch shail be cornm�rcia! grade, sirrmifar in size and c�ndi#ion to th�#
rec�uired by Cal Trat�s. Mu1ch sh�ll be free of insects, wee� seeds, trash, pa1rn, pine ar�d tamarisk
debris, �nci suitable for immediate appl�cation. Mulch shali be delivered ta I�galls Park, VOG��Bd
at 3737' �restview AvenUe, Norco. Gontractor may also, upon request wiih approval by a City
represent�tiv�, dispc�se o�i ot�er cle�n mulch at des�gnated City facilities. C�e�n muich shall
mean any wood chipping that are fr�e af trash, excessive ��aves, pine, �palm and tamarisk debris.
1&. Insp�ction
A_ The City representative(s), shall at al! times, have access to th� work arrd shal1 b� f�rn�s�ed
with every reasonab�e faci�ity for ascerfaining full knowledge respec#�ng the pra�ress,
wor�cmanship, character of materials and equipment used, and em�lc�y�d in the wark.
�3. Th� insp�ctbn af the wark shall not relieve the ccantractor of any abligation to f�1�U the contract
and/or cvmpl�te the projeet described. Defective work s�alf be made we11, notwithstanding the
fact, that su�h defectiue work may h�ve becn previausly averlvoked by the City representativ�(s)
and accepted for payme►7t.
C. PerEodic�lly inspect the work to assist in ensuring the wark meets City standards.
D. All wdrk shail m�et the approval of the City re�resentative(s}, or rectified b�y the Cantractor to
a candition tt�at does �neef this acceptance. Corrective act�on shafl be performed at no ��ditio�al
cost ta #�� City. fn additian, the Director of Public UVorks, vr hislher authoriz�d representativ�,
sha{I be the determ�ining �uthority w�th respeci to all iss�es r�garc{ing the quality or acceptability
of work perfarr�led and as to the manner of pertormanc� and rate or progress of the work.
When�ver GontractQr's designated supervisor is not present for any part o� the woric u+rhere it
may be desired thaf he/she give cfirection, arders wifhin the scape of thes� s�ecifications may
�e given by the Superintendent af Public Works or Superintendenf of Parks an� Pu��ic Facilikies
or i�is/her autharized representativ�, and Contractar shall instruct its staff to #oRaw these c�rd�rs
as thaugh th�y had bee� issued by Con�ractvr.
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97. Broehures
A. Contractor will provid� brochures or door hangers that are acceptable to the C�ty
rep�esentative�s) t�rat describes the tree trimming proce�s, and are readily accessibl� to the
Citizens of Norccr. 5ample brochures must be included with su�mttted pro�osal.
B. The brache�res or e�oar hangers shall be print�d in English on one side and S�ar�ish on the
ather side.
18. Picture�
A. Contra�tar is to supply, at no cast ko fhe City, pictures of"befare" and "after" trimmin�, that is
suitable fo� reprod�sction when reqaae�ted by the Gity. Pict�res �hat are provided shall b� of one
{�) �er species, per Grid to showease the wark that was completed.
B. �ictures shall be pravided far any tre� that �s �etermined to be dead, dy�ng or diseased.
C. When call�d out for emergency sit�atian before and after pictures shall be taken. These
picfiures t��11 be provid�d electronically tt� a desic�r�aied City r�presEntati�e by the r�ext business
day.
19. Yraffie �ontral
A. Contractor s�all refer to the latest edition of the `California Manual �n Uniform Traffic Contrc�!
Devices' tMUTGD} as amended for use in �alifQrnia. This mar�ua! conforms ta all City of t�orcc�
Traffic Safety requirements and operatin� rules, and shal! be Follawed at all times while this
confr�ct is ir� eff�ct. The cantractar may aiso utilize `Cal Tran's standards for safety and trafific
controi'.
B. Contractor wiN be responsible for supplyin� and using alf sa�ety eq�ipment necessary to ciose
or delineate traffic lanes tv through traffic. This is to include a hi�h visibility safar arrow board
when necessary with no exception. All traffic safety equipment must be approved for use, prior
to utilizatian, by the �ity.
C. A traffic con�rot pl�n wi11 be subr�titted to the C1ty represerrt�tive/s af leasf�'ifteen {15�
d'ays priar fv starting this canEraCt for arferials.
D. IIlumina�ed arrow b4ards, sigr� standards, delineatc�rs and/ar canes shall be used to identi�y
wprk sit�s for vehi�ular ar�d pedestrian safety.
E. S1�ould the Contractor a�pear to be neglectful or negligent in furnishing warning and profecti�e
measures, the City may direct atte�tion to the exister�ce of a ha�ard anci t�e necessary warning
and protectiVe measures shall be immedia#ely furnished ar�d installed at th� Contractor's
expense. If the contractar Gannot immediately correct any noted deficienc�es to the satisfactiat�
of the City r�presen#ative(s} then the worksite shalk be immediately closeci, alf equipment
removed artci wark stopped until the p�'oper equipmEnt ca�t be suppHed at caniractor expense.
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L��. .�l�CiS
A. Cantractor shall ec�ui�� each �ehicfe used in �he City with signs that read, "Tree Maintenance
S�rvices Contractor for the �ity of Norca".
21. Tr�e Invenfary �atabas�
A. Car�tractc�r shali �rouide and maintain �n up-to-dafe user-friencify computerized kree inuent€�ry
sa�tw�re system of all trees serviced For the Ciky during the term of this contract. Tl�e can#ract�r
shall �rovide tF�e City with a sta#e-of-the-art recc�rd kee�ing saftware system that aliows th� City
ta mc�nitor and m�intain infarmatian regarding aur iJrban Farest Maintenance Program. T�e
system shall provide detailed inforrnatior� which includes accurate GPS location of kr�es withi�n
one (�) meter, tree sp�cies, site information such as the diam�#er at breast height, crawn height,
botani�cal and comrriQn nart�es, phatQgraph af t�� ackual tree, wark histories, senrice requesis,
and summary repar-ts and sha61 be cor�sister�t with the City of Norca Urban Forest Manageme�►t
Plan. Th� City curr�ntly �tilizes th� Arbc�r Acc�s� tree inve�tar� sy5tem. Special consEder�tion
wi{I !�e given #a cantractors who utiiize ft�i� syst�m or c�n provide a compatible database.
� Contractor is requir�� t� provide an fSA Cerfifi�d Arborist with su�cient experience #o perfnrm
tree data collectic�n and pro�icie a cursory tr�� evaluation.
• Areas to be colfect�d will include, but not be aim'rted to, tandscape and Lighting Maintenanc�
Districts (L�MD), Parks, Right�-of-w�ys an� City own�d Facilities.
• A�tributes to be calfe�ted by feld persanr�e! include Disf�-ict (area number c�r name�, poss�bly a
sub area, s�aecies identificatian, size (�liameter at breast height) ar�d conditian evaluation.
• Provide the �ity with Global Pasit4oning Syskem {GPS) coordinates for each tree inventoried.
The information co�llected can be linked direc#ly #o a CeographicaV Infarmation System (G{S)
program, such as ArcUiew. Using a handheld computEr and a backpac�c GPS r��eiver, the
inventary cvliector will ider�tify �he tre�s by their global covrdinates of Iongitude and fatitude.
• By coliecting the clat� using the �PS �ystem, tfae City can consolid�te the tr�e data witl� other
various GPS eaded programs.
• At tfle end of t�e project, th� City will receive a complete listing of all sites inventoried, botY� in
hard copy and i� a saftware program, which w�ll �nable th� City ta connect the inv�r►tory ta the
GIS program anci create var�aa�s frequency reperrks.
AttribUtes tn be caCiecfed by fi�ld personnel may include, bu� is nat limited to:
• Tree Number
• Gity Right-af-w�y, LL.MD, Par�k and Facility
• Street
� Lo�ation by Adc#ress
• �ocatior� by GIS, X, Y State Plane Covrdinate
• S�ecie� by Botanic�l Name and Comman Name
• Tree Diameter
• Canopy Spread
• Tree Height
• Rec�mmended Nlaintenance Classification
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- Existing overh�ead Utilities
- P'arkway S4ze
• Parkway Type
• PubliclPrivate Gade
B. Upon ��mpletion of the Ti��e inventory �atabase a �rune cycle ca1c�lator shall be determined
by fhe cantrac#or based c�ff of budget, quantity of trees, and species of the kre�s.
+C. The Contracto� shall t�ave at a minirnum five (5} years of experience in callecting tree
inventories anc! dev�laping inu�ntory databases, in�fuding an extensive proc�rarrr that simplifles
the management of the City's Urban Fores�. Tt�e Contr�ctor sha11 h�ve develo}�ed a comp{ete
and comprehensive compuler software program in at least fiv� (5) Ca�ifornia crties. T�e �rragram
shoulci �ave s��cializec! r�poris designed �pecifically for City r-epreser�tative's needs. ThE
pragram shoufd be developed �as�d fln t#�e needs of the City and al�ow the City to m�dify, ar�d
strttcture th� program specifi� to our n�eds. The user-friendfy pragram should allr�w City
representatives tc� generate a variety of rcporks qLjickly.
Q. In add�tion t� the tree tnvent�ry proc�r�rn the �ity wii! req�ire acc�ss to a fi�ld-based
managem�nt p�agram acces�ible fram � smark phone or t�hiet fhat will allv►ry �taff members ta
view site s��cific inform�tian andlor detail�d wark histary. The field-based managemen�program
s�all alsa a�low for g�n�ratinq and sending ot work requests frarn the field.
E, The Cantr-actor sh�61 pravide tecr�r�ical maint�nanc� and support and trai�ing for Ci#y
personne! on the use of the tr�e Enventrary pra��-am.
F. The Gvntractc�� will assist the City in updating its Urba� Forest Management Policy ar�cf
G�idelie�es dc�curnent.
22. C��tractor's Em�rloyee�
A. The Contractor's empfayees shall �rvear uniform s�irts that have th� Contract�r`s com�rany
nam� �nd t�e employee's ��st name�learky displayec�on the shirt. A!I shirts worn by Cantractar's
employees shalf be af the same cafor, mate�iai and style.
B. Th� Contractar's employees shall, wt�e� workin� on medians or in ofher vehicle traffic areas,
be requir�d to wear hi-visibiiity refle�tiv� safe�y uests aver th�ir uniforms_
G, The C�r�tractpr's empEoyees sl�ali wear hard-soled shoes at all times whil� on du#y. Saft soEed
sho�s such as such athletic shves �nd similar#ootwear sha41 r�ot be �erm�tted.
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
�xf-����i� �
City of Norco St�ndard Agreernent fo� Professio�al Services
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C1TY C)� NURCCI
GQNTRACf AGREENlENT
FOR
TREE TRIMIVIIN�, EtEMt)VAL, AND PLANTINC GaNTRACT SERVIGES
FISCAL YEARS 2Q23-24 THROUGl� 2U2T-28
1 o Par�ies and Date.
This Agr�er�ent is rraade and entered into this day of May, 2023 by and C�efw�en �he
�±ty of �orco, a municipal corporatic�i� ot the Stafie af Ca�ifc�rnia, located at 2870 ��ark
Avenu�, NQFCO, Californ�a 92860, Caur�ty a� Riversid�, State of Galifornia, (herein��ter
referred to as "�G�ty") �nd _ � , a corporation with its principai place c�f business at
_ �hereinafter referred ta as "Canfractar"). Cify a�d Contractc�r are
sometimes individually ref�rred to as"P��ky"and collectively as "Parties"in this/�gt��ement.
2, R�citals.
2.1 Car�tract�r.
�antractor desires to perfarm and assum�e respon5ibility for the provision �f certain
m�intenanc� s�rvices required �y Ti�e City or� #he fern�s �nd condifions set farth in this
Agreemc�t�t. Cflntracts�r represents tfi�a� it is experienced 9n providing tr�e trimmi�g,
removal, and planting contract services ta puk�lic cli�nts, that it and its emplaye�s ar
su�contractar5 have all necessary licenses and permits to perform fihe S�rvices in the State
o� G2�iifornia, and that is fiamiliar with the pl�ns of the City.
2.2 Sertrices.
City�des�res to engage Contractor tn render such services for Tree Trimming, Removal, and
P���tting Cantrac# S�rvices ("S��rices°) as se# fo�tl� in this Agre�;ment.
3. Terms.
3.� Scope o�5ervices and ��erm.
3.1,1 Gen�ral Scope of Services. Gvntractor promises and agrees to furnish
to tf�e City a!I laba�, rnaterial�, t�a�s, equipment, services, �nd incidental and customary
work necessary ta f�lly and ad�quately supply t�e tre� frimming, remaval, and planting
cantr�ct services on an as�needed basis necess�ry for said S�rveces. The Services are
more partic�larly described in Attacfim�nt 1 attached hereto and incorpar�ted herein l�y
reference. A�I Services �half be subject to, and p�rformed in accorc#ance with #his
Agreement, t�e exi�ibits atta�hed hereto and incorporated hereEn by refer�nce, and all
appliGable local, sfiate and federal �aws, rules and rec�ufations.
3.1.2 T�rm. The terrns o�this A�reement shall be frc�m July 1, 2023 through
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
June 3D, 2fl28, with tf�e option to rer�ew �For twc� (2) o�e-year terms. Cantractar sh�ll
comp�ete tf�e Services within tF�e term af this Agreement, and shall rneet any at�er
established schedules and deadi�nes. The Parties may, by mutua!written cons�nt, extend
tF�e ter�n of this Agreement if necessary to complete t�e Serv�ces.
3.2 Responsibilit�es of Cc�ntractor.
3.�.1 Control and Rayment of Subardinates� lnde�er�d�nk Co�tractar. The
S�rvice� shall be �rovided by Contr�ctar. Contr�ctar wilf deterrr�ine the means, methods
and details af prouiding the n�cessary 5ervices subjeet to t'�e requirements of this
Agreemen�. City retains Lontractor on an independ�nt Co�tracto�- b�sis and ncrt as an
ernployee, Any add�tiana! �aersonnel c�onducting 5ervices under this Agreem�nt on behakf
of Contractor shall also not �e employe�s of City and shafl at all kimes be under
�Qr�tr�ctor's excl�siv� direct�on ar�d control. Contrac#or shall p�y a�f wages, salaries, and
other am�unts due such personnel in ear�nectic�n with conduc#ir�g Seruices under this
AgreemenY and as re�uired by f�w. Contra�tor shall be responsibEe for all repor#s and
obligatiQns r�specting suc�ad�itional persoa7nel, including, but not limiked to: saciai�ecurEty
taxes, ii�cr�m�tax with�vlciir�g, ur�employrnent insura�ce, di5ability insura�ce, and workers'
comp�nsa�ion insuran�e.
3.2.2 Schedule of Services. Ca�tractQr shall perfc�rm the Services
expeditious�y, within the #erm of thi�Agreerrient, and in accc�rdance w�t�the tim�frame set
farth herein. Cr�r�tractor represents that it has the prafessional an� technical personnel
rec�uired to provide Services in canformance wE�h such condEt�ons, In ofder to facif�tate
Contractor's cor�formance wi#h #he Servic�s timeframe, Ci#y �ha{i respo�d ta Cantractar's
Rec�uests for Infarmation in a tirrtely manner. U�on request afi City, Cdntractvr shalk provide
a more detailed schedu9e of anticipated perfarmance to me�t the Services timeframe.
3.2.� Conformance to ApG�lic��le Re�uirements. All work �r�pared �y
Contrac#or� shall be subject to the approv�l of Gity.
3.2.4 City's Representat�ve. The Gity hereby designates �he Dire�tor of
Public WQrks, c�r his designee, ta aci as its represe�tative far the perfarmance of this
Agreement�"City's Representative"). City's Represen#ative sha11 hav�the pawer to act on
behai� of �he City for �I1 purpases [ander this Agreement. Cantractar shaA not acc�pt
direction ar order� frorr� any person other #han the City's Representative or his or her
designee.
3.2.5 Co�tractar's Re��resentative. Contractor �ereby designates
, or �is ciesignee, to a�t as its represerrtative for the performance of this
Agre�r�er�t ("Con#ractor's Represeniatiue"}. Cantractor's ftepresentative shall have full
authority ta r�presen� �nd act �n beha{f of the Contractor for all purpases uncfer this
Agre�ement. The Ccantracior's Representati�e shali s�pervise anc!direct#i�e Se►vices, +�sing
his bes# skill and attention, and shall be respansible for al1 mea��s, methads, tec�niques,
sequences and proceclures and for the satEsfactory coQrdin�tion of akl portions of the
Ser�ices und�r this Agreement.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
3.2.6 Coordin�tion of Services. Cor�tractor agrees ta work closely with Gity
staff in praviding said Services and sfi�ff k�e available to City's st�ff, Con#ractors �ncf �ther
sta�f at all reasc�nable times.
3,2.7 Star�dard of Care; Perfarmance af Emp�oy�es. Conkractor s�rall
p�rform a11 Services under this A�reement in a s�illfu! an� competent manner, GO�i51StE1�'�
with the standards generaliy recognized as being emplQyed �by profiessionals in the same
discipline in the Sta�e of CalifQrnia. Cor�tractor represents and mair�tains that�t is skilled in
the professional cal�ir�g necessary to perform the Services. Contractar vuarrants tha� ali
em�bc+yees and subcantractar5 shall haue suffi�cient ski�l and exp�rience fa p�rform t�e
Services assigned ta �hem. Finally, Car�tractor re�ar��ents that it, its employees and
�ubcantractors have all lic�nses, p�rmits, qu�l9fications and approvals of whatever nature
#�at are legally r�q�tred #o perfo�m tf�e Services, including a Gi[y Business License, ared
that such licenses and ap�rro�als shall �e mair�tain�d #�roughout the term o# this
1lgreement. As provid�d fQr�n tFie indemr�ification provis�ons af this Agreement, Contrac�nr
shall perForm, at its own cost and �xpense and wtthaut reimbursement fr�om the City, ar�y
services necessary tc, carrect errors or c�missions wh�cf� are caused by th�; Confractor's
failure to camply wrth t�e st�ndard of care provided for� her�in. Any Employee of tk�e
ContractQr or its sub-cc�ntr�ctars uvho is determined by the City to be un�ooperative,
incompe��r�t, a threat tc�the adec�u�#e or timely cor�pletic�n of the Agreement, a threat ta the
safety ofi persons or prape�ty, or ar�y�mplaye�whc�fails or refuses to per�orrn th�Senri�es
in a rr�anner acceptable ta ihe City, shall be promptly rernov�d fram the Pro�e�i by the
Contractor ar�d shall not be re-employed to perform any of the Services or ta work fln th�
Projec#.
3.2.7.1 Period af Perform�nce and Liqui�ate� Damages.
Contractar shall perfarm and complete all s�rvices under this Agreement wit�in the term set
fiarkh in Sect+on 3.1.2 at�ov�{"Performance Tion�"). Cantractor sha�l perfarm#he Servi�es in
strict accordar�ce with any cc�m�letion schec�ule or Prnjec� miEestones describec� in
Attachrnent 'f attache� heretr�, c�r which may be provided separateky in writing fo the
Contractor. Co�trackor �gre�s that if th� Se�►rices are nat campleted witt�in the
afarem�ntian�d Perfarmance Time andlor pursuant tQ any such completian scheduie c�r
�rojeGt milestones d�velo}�ed pursuant �o provisions of this Agr�emen#, it is und�rsto�d,
acknowledged and agreed that the City will suf�er damag�. Purs�ant to Gavernment�o�e
Section 53Q69.85, �ontractor shall pay tn the City as fixed ar�c!liquidated damages, and n�t
as a penaity, the sum of, $10D.{?a per day.
3.2.8 �aws and Rec�ulat�ons. Cc�ntractor shall �eep itseif f+�lly Enformed of
and i+� compliance with alf lacal, state�nd federal i�ws, rules and reguEa�i�ons in any rnanner
affecti�g �h� performa�ce c�#the Services, including al1 CaIIOSHA requirem�nts, and sh�ll
give all notices required by law. Con#ractor shalf be liable for all violations of such I�ws and
regulations in connection wi#h the Se►vices, If the Contractor perFarms any work knowinc�it
to be contrar-y to such laws, rules �nc� regt�latio��s and withaut giving written notice to the
City, C�ontractor sha6! be solely r�sponsible for all costs arising therefrarn. Contractor shall
defend, incfemnifiy and I�old City, its o�ficials, dir�ctors, officers, employees and agen#s free
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
and narmfess, p�trsuar�t fo the incl�r�ir�ifica�ior� provisions t�f this Agreement,from any claim
or li�bility artsing aut af �ny failure ar �lieged failur� ta compfy w�ih such laws, rules flr
regul�tior�s.
3.2.8.1 Ern�afo��ment Eli�i�'bilitv: Contr�ctor. By executing this
Agreement, �ontractor veri�es that it fiully complies with all requir�ments �nd r�strictions of
state and federa! iaw respecting the emplaym�nt of undoc�mersted aliens,including, but r�ot
lim�ted tr�, the lrrtmigration Ftefarm and Contral A�f of 198�, as may be amended fram time
to time, Such requirements and restrictions incEude, but are nc�t fimited to, examinatian ar�d
retention�f documentatian confirming the identily and imm4gratiora status af eac��mplc�ye�
of the Cantrac�or. Cantractor also verifes that it has nat cc�mmiifed a violation of any such
law within the five (5)years immediatefy pre�eding the date of execution af this Agreement,
and shafl �ot viaiate �ny such 1aw at any time durir,� the Term of the A�reement,
C�ntractor shall avoid any ►riolation of any�uch law duri�g the �"erm of tf�i�Agre�ment by
participating in an electrc�r�ic verification of work a�thorization program operate� by the
Ur�ited States CJep�r�finent of Namefanc! Security, by participating En an �quivalenk federal
wark authorizatlon pragram ap�rated by the United �tates �epartmeni Qf Hc�meland
��curity ta veri#y informatian of newly hirec!�mplayees, or by sQm��ther legally acceptable
metF�vd. Contractor shall maintain records of each such �eri�cation, and shall make them
availab1e tc�the City or its repres��tatives for inspectic�n and copy at any tEme during narmal
business hours. T�e City shall not be responsible for any costs ar expenses related ta
Contractar`s complianc� with th� requirements prQvid�d for irr ��ction 3.2.� or any r�� its
su�-sectians.
3.2.8,2 Erri__,�I�ovmen#Eligit�ilitv;5ubcontractars, Contractors, and
Sub-subcontrac#ors� To the same extent and urrder the same cot�ditions as Contractor,
Cantractvr shal! require all af its subc�ontractQrs, Contractors, and sub-subcontractors
performing any wvrk ar Services r�lating to this Agreemen�to make t�e same verification�
and comply with all requxrements and restrictions provir�ed for in S�ctian 3.2,8.1.
3.2.8.3 Emt�lc�vment Eli ia bilitv_; Failure to Campl�. Each person
executing tf�is Agreeme�t oi� behalf�f Contrackar verifies that they are a duly authorized
officer afi Contrac�ar, and understands �hat any af the fiollow�n� shall be grcaunds fQr the City
tc� ��erminate the Agreement for cause: (1} failure of Contractar or its subcantractors,
Cor�fr�ctars, sub-�ubcontractors or subcontractors to meet any c�f the requirements
pravided fc�r in 5�ctians 3.2,8.1 or 3.2.8.2; �2) any misr�pr�s�:ntation �r rna#�ri�l omission
canceming com�lian�e with such requirements (�n�luding in�hase verifcations provid�d to
the Contr��tor under Section 3.2.8.2); or (3) f�ilure to imrr�ediateiy remave any person
found not t� be in carnpliance with such r�quirements.
3.2.8.4 Labor C��tification. 8y its signature hereuncler,
Contractor certifies th�f i�is aware o#the provisians af Se�tion �700 af the California Labor
Cade which req�ire every emp[ayer to be insured again�t liabili#y for 1No�kers'
Campensatic�n or to undertake selfi-insurance in accorda��ee wi#h ihe provisEans of that
Gode, and agre�s to compiy wi#h such prouisions k�efore cammencing the� performance of
the Services.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
3.2.8.� �qual Qraportur�itv Emplavment. Can#r�ctar re�resents
that it is an equ�l apportunity empboyer �nd it shall n�at discriminate against any
subcontra�tar, em,ploye� or applicant for empioymenk because c�f rac�, religion, color,
natEona)origin, handicap, ancestry, sex or age. �uc� nora-discrimination shall �nclud�, but
not k�e limited to, all act�viti�s rekated fo initial emplayment, upgrading, demotic�n, transf�r,
recru�tm�nt or recruitra�en� advertising, layafF or termination. Cantracto�shalf also compiy
with ail relevant provision� c�f City's Minr��i#y Business Enterprise prograrn, Affirmati�re
Actfon Plan or other rel�ted programs ar �uidelin�s cur�rently in effect or her�inafter
enacted.
3.2.8.6 AiE C�ualEtv. To the extent applicable, �ar�tractor must
Fully comply with all applicabl�laws, rules and r�gulations in furr�ishin� or using equi�ment
ar�dlor prcavic�ing s�rvices, incl�dir�g, bui not limite� fa, emissions �imits and permittinc�
req�irernents impo�ed by t'h� South Coast Air Quality Nlanagement Districi {SCAQMQ}
andlor Galifornta Air Resourc�s Boarc� (GARB}. AlthQu�h the SCAQMD and CARB 6imits
and requirements are�ore broad, Contractor sh�ll s�eci�cally be aware af th�ir applic�tion
to °pnrtable �quipm�nt", which definitian is corrsidered by S�CAQMQ and CARP ta �ncfude
any item of equi�ment with a fuel-powered engine. Contractor shall indemnify City aga��st
any fines ar per�alties irnposed by �CAQMD, CARB, or any ofh�er gouernmenta! nr
reguiatory agency for v'rolati�ns�f appficable laws, rules�nd/or regulatibns b�+ Cantractor,
its sr�b�ontr�ctors, or others for whom GontractQr is responsible ur�der its indemnity
obligations p�-ovided fvr in this ,�gre�ment,
3.2.9 Insurance.
3.2.9.1 Time far Corr�pliance. Gontrac�r�r shaU not cflmmence
work und�r this Agreemer�t u�rtil it has �rQvided evidenc� satisfactory to the City that it has
sec�red all ins�rrance eequir�d under this sectian. In addition, Cantractc�r shall nc�t aIlow
any subcontractor to cammenc� wark on any s�bcontract ur�til it has prpvicie� eVid�nce
satisfactary to th��ity that the subcontractor has secured all insurance re�uired �nder th�s
section.
3.2.9.2 Manimum R�c�uirem�nts. Throughout the life of this
Cantract, Cc�ntractQr sha91 p�y for and r�aintain in full force ar�d efFect all policies of
insurance required hereund�:r with an insurance company(Ees) eit�er (i) admitted by the
Ca�ifornia lns��ance Camrnis�ianer to do business in th� St�ke of California and rated not
less th�n "A- 1J11" in Best's Insurance Rating Guide, ar (ii} as may be authorized in writing
by Gity Manager ar hislher designe� at any time and in hi�f#�er sole discretion. The
follav�ing po�icies of insurance are required:
(i) COMMERC�AL �ENERAL LIABlLITY insurance whicE� shall be at leas# as
braad as the rr�ost current version af In�urance Services QffMce �ISO) Commercial �enerah
Liability Coverage Form CG 0(? 0� and include insurar�ce �or "bodily injury," "property
damage"and '°�ersonal and advertasing ir�jury"' with coverage fQr premises and operations
(including the use of av�rnec� a�d non-ow�jed equiprnent), products and cc�mplet�ed
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
r
operations, and contr�ctual liabiliky {includi��g, witho�,t limitation, �ndemnity obligations
unc#er the Contract} with limits af liak�ility of nok less than the fol�owing:
$1,ODO,OOCJ per occurrence for bc�dily injury anc� pro{aerty damage
$1,OOO,Q00 per accurrence for persc�nal ar�d adver#ising injury
$2,OOfl,O{?0 aggreg��� for praducts ar�d cc�mpleted Qper�tio�s
$2,QQD,�(�(3 g�neral aggregak� appiying separately to the uvork performed
unc�er the Contract
(ii) CQMMERCIAL AUT(3M�Bi�.E LiA�IL.ITY insurancP which sh�li be at least as
brc�acf as the most �urrent versian of Insurance Service C�ffice (ISO) Business Auto
Goverage Farm CA �0 09, a�rd incl�de coverage fic�r all own�d, h�ired, arad nbn owned
automob�les ar Qther lic�nsed vehicles (Cr�d� 1 Any Autc�)wi#h limits of liability o#�ot less
t�an $1,0(30,QQ0 per accident �ar badily injury �nd pro�aerky da�nage.
(Eii) WaRKERS' Ct�MPENSATlON insurance as required under kh�e California
Labor Code,
(iv) EIVIPLQYERS' L�ABILi�Y in.surance with limits of liabifity of nr�t iess fhan
$1,000,0(�0 each accident, $1,OOQ,000 disease palicy fimit and $1,00O,OOD dis�as� each
�mployee.
(v)PROFESSIUI�AL L1AB�LITY ProfessiQnal Liabil�ty (Errars and amissians)
insuranc� appropriate �o Gantrac#ar's professian, with airni#s af liability of $2,DOO,O�DO per
cla�mloccurr�:r�ce ar�d $2,0{}U,a0�1 �c�licy aggregate.
In the ev�r�t Contractc�r purchases�n Umbr�lf�or Excess in�urar�ce poliey�ies}to meet t#�e
m�nimum fimits o� insurance set forth above, this insurance poficy(ies) shall "foHow for�"
and afford r�a �ess caverage than the pr'rmary insuranc� �o9icy(ies).
Gar�tractor shal{be responsible far payment ofi any ded�ctibles coa�tained i� any insurance
pofic��s require�i her�under and ConteacfQr shall aiso �e responsi�l� �r�r p�yment of any
seEF�insured retentions. Any deductibles ar seff-insured r�tentions must be declared ta, and
approved by, the Gity Manager br #�is/her ciesignee. A� the op�i�n of tfi�e City Manager or
hislh�r desi�nee, e�ther: (i} the insurer sfiaN reduc� ar eliminate such deduc��bles or seif-
ins�red retentians as respe�cts to WTA, its board r�embers, of�cers, offEci�ls, emplc�yees
and agents; �r (ii) Cantractor shall provide a fin�hcial guarantee, satisfactory to lNTA's
Executiv� Director or hislher d�sfgnee, guarante�ing payme�t of lasses and relatec�
inuestigations, clairn administration and defense �:xp�nse�. At no tirne shall the City be
res�ons�bie for the payment af any decfuctibl�s �r se�f-insure�l ret�ntions.
AU poficEes of insurance required hereunder shail be er�dQrsed fa pravide thaf the cQverage
sha11 not be cancel{ed, non-reneweci, reduced in coverage or in limits exce�t after 30
calendar day wr�tten not�c� has been given to City. Upo�r issuance by the insurer, br�,ker,
ar agent of a notice of canceHation, nvn--renewal, or red�.rctian in coverage or in limits,
Cnr�tractor shall f�rr�ish City with � new certificate and applicable endorsements for such
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policy�4es). In the ever�t �ny pc�lic.y is ��tit�: �o ��<�3ire d�s��inr� f��� wrark to b� p�rformed for
City, Con#ractar shall �rovide a r,ew certificate, arod �pplicak�fe endorsements, evidencing
re�newal of such pvlicy nof less than 15 calendar days �rior to the expiration date of the
�x�iring policy.
The Genera! L'+abiiity and Auicamcabil� L�ability insurance pc�licies shall b� vuritten on an
oecurrence�arm. Th� G�neral Liability(including or�going and compl�#ed operations) and
Auiomobile L�ability shall r�ame City and its officers, of#icials, empfoyees, agents and
volunteers as an �dditional �nsured, Such pol�cy(ies) of insurance shall be en�orsed sa
Contractor's insuranc� s#�afl be primary a�nd no contrib�tian shali be required of City. The
caverage shall cor�tain no special limitations on the scope af prc�tection afforded tQ#he City
and its officers, a�cials, employe�s, agents and vr�9unte�rs. The 1Norkers' Com�ensation
insurance policy si�all contair� a wa'rver of subrog�tion as tQ City ar�d its officers, c�fficiais,
employe�s, agents and volur�teers, Should Contractor rnaintain insurance vu►ith brc�ader
coverage ar�dlor� limits c►� liabiiity greater than lhose shawn above, Gity requires ar�d s�al1
t�e erititled to #he b�oader cover�ge� andlor the higher fimits of liability main�ai�ed by
Contractor. Any available ir�surance proceeds in�xcess of the specified minimum limit�of
insurar�ce and coverage shall be av�ailable to C�ty.
If khe Pro��ssional �,iabili#y (Errors a�nd Qmissians� insurar�ce policy is written c�n a claims-
ma�e fcarm:
1. The retroactiv�date must b�shov,rr�, ar�d must be before the effeckive date of th�
Agreement or the cornm�ncement of work by +Contra�tar.
2. Insurance must be maintai��ed and evidence af insurance must be �rovid�d far
a# I�ast 3 y�ar� after any expiration or #ermination of ihe Agr�ement or, in the
alte�native, tl�e p�licy sh�ll be endorsed to �rov�c�e nat less than a 3�-year
discovery period.
3. If coverage is car�cEled ar nQn-renewed, arad �ot replaced with another clairns-
made paficy form v�+�ith a retroactive date prior to ihe effeckive �ate of the
Agreement or the commencement vf work by Contr�ctnr, f�antrac�or must
purchase extended reparting eoverage f�r a minimurn of 3 years following the
expirataan or kerminafiior� of the Agreem�nt.
4. A copy af the claims rept�rtrr�g requirement� must be submitted #a WTA for
r�view.
5. These requirem�nts shall sunri�� expira#ion or terminatio� of the Agreement_
Contractor shall fumish City wi#h all certificate(s) and ap�licabl� endorsements effecting
coverac�e required hereunder. �li certificat�s and app�icabfe �ndorsements ar� ta be
receir�ed and approved t�y the Cify Mar�ager or hislher d�signe�prior ta City's execu#ion of
th� Agreernent and befnre wot�k camm�nces.
If a� any #ime during the iife of this .Agreem�nt or any extension, Contractor ar any af i#s
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subcontract�ars fail fiU r�air�#ain a�ny required �nsurance in �ull farc� and eff�ct, ail wc�rk ui�der
this Agreerr�ent s�ra�l be discontinued immediately, and al� �ayments due or that become
due to Contractor shall be withheld �ntil nr�tice is received by City tha# khe rec�uired
insurar�ce has been restored to ful) force and effect anel that the premiums therefor� have
be�n paicf fc�r a periad satisfactory to City. Any failure #a maintain the require� insurancE
shall be sufficier�t cause f�r Gity to termEnale this Agreem�nt. No action taken by City
hereunder shal� in any way relieve Contr�ctc�r of its respor�si�ilitie� uhder�ihis Agreement.
Upan request of Gity, Ct�ntr�ctdr shalf imm�diateiy furnish City with a eomplete copy of any
ins�r�nce pc�licy require� �r�cler this Agreern�nt, including a11 endors�iments,wit�said copy
certifE�d by the underwriker to b� a true ar�d corr�ck copy of �he aric�inal policy. This
requir�ment shall survive expiration or termir�atior� of this Agr�ement.
Ti�e fact that insuranee is obt�ined by Contractor sfi�al{ not �e �eemed ta reiease or
diminish the liability of Cor�tractor, including, witho�# iirr�itati�on, liability under tY�e indemnity
provision� of this Agreernent. The du�y to ir�demnify City and its officers, officiais,
employees, agents and vofun�ee�s shall apply to �I� claims �nd liability regardl�ss o�
whether any insurance� �olicies are applicable. The po�icy limits do not act as a limitafion
upan the amaunt of�ndemr�ific�tion �a be provided by Cant�actor. ,��pravaE ar purchase of
any insurance contracts or poEicies s'hall in no way relieve from liabili#y nor limit the li�bi�ity
ofi Contractor, its principals, officers, employees, agents, persons under the superr+ision ofi
Cont�-acl'or, vendors, ��applier�, invite�s, sub-C�ntractors, subcor�tr�ctors, or anyone
emp�ay�d direct�y or ir�direct�y by any af th�m.
lf �Cantra�ctor should subcontraet all or any pr�rkion ofi the senr�ces �o be performed under
thi�Agreement, Gontractor sf�all require each s�bcontractar tp provid�insurance protection
in favor of City �nd its officers, officiai�, emp�oye�s, agents and volunteers in accordance
with the terms �f each of the preceding paragr�phs, exce#�t that the s+�bcontractors'
certificates and �ndvrsements sh��i he on fil� with Cantrac#or an�d �ity pri�r to th�
cammenc�ment of any work by the subcontractor.
3.2.10 Safetv. Gontraetor shai! execute and maintain �#s work so as to avaid
injury or damage to any person or prope�#y. In provi�ing Serv4ces, the Cnntract�r shall at
alf tirnes be in carnpliance with all applicable iocai, state and fed�rai laws, ruies and
r�gulations, and shalf exercise alt necess�ry pr�cautions for the safety of employ�es
approp�iate to the nature of the work and the canditions ur�der w�iich the work is to be
performed. Safety precaufians as applicabf� shall inclucf�, but shal� �ot b� limited ta. {A}
adequate fife pratectiar� and Eifes�ving eq�ipment and procedur�s; (B} instructions in
accident prevention for all empl�yees and subcontractors, such as safe walkways,
scaffolds, faN protectian ladders, bridges, gang �lanks, canfined spac� procedur�s,
tren�hing and shoring, equiprnen#and other safe�y devices, equipment and wearing apparel
as ar� necessary+ or lawfiully requirac! to prevent accidents or inj�ries; and (C} a�equate
�acilities for tfi�e proper inspectian ar�d maintenance af all sa�e�y measures,
3.3 Fees and Payments.
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3,3.1 R�t�s �nd �`c�tal Com��ensation. Contractor shaEl r�c;�ive
compensatic�i�, includin�authorized reimbursements,for ali design services rendered under
this Agre�ment at the rates �et fo�h in Exhibii B a�tached t}ereto and incorporated herein
by re€�rence� Extra work may b�at�thorized, as described belaw, and �f authorized, will be
c4mp�nsated af the r�tes ar�d manner s�t farth in fhis Agreement. The total cc�ntracl shalE
be based ar�a contract unit cost as describ�d in attac�ment"�"for s�rvic:�s prc�vided to the
City fc�r � "nof to exceed" amount ofi $�CXXXXX annually.
3.3.2 Payment of Campensation. Contractor sha11 ���mit ko +Caty a monthVy
itei�ntzed statement which indicates work completed by Cc�ntractnr. The staf�ment shall
describ� the arr�our�t of �enrices and suppfies provid�d since the initial commencement
da#e, or since tl�e start of the subser���nt t�illing perio�s, as aPprapriate, thraugh the�ate of
the statem�nt �ity shafl, within 45 days c�f receiving such statemen#, r�uEew the statement
and pay all approved charges thereon.
3.3.3 Reimbursenient#or Ex��enses. Contractor sh�ll not b� reimburs�d far
a�y expenses urrless authc�rized in writing by City.
3.3.4 Extra Wr�rk. At any tim� during the term o�this Agreem�nt, City may
request that Con#ractor pertorm Extra INork. As used herein, "Extra Work" means any work
which is determined by City to be necessary for the �roper completian of the Services, bu�
whrch th� parti�s did �ot reaspnably an�icipate woulc# be necessary at the executian af this
Agreement. Contractor shalf not perform, nor be campensated for, Extra Work with4ut
writt�� authoriz�tton from City's Representative.
3.4 Acct�unting R�c�rds.
3.4.1 Maintenance and ins�ection. Contractor shall maintain complet�and
accurat� records writh r�spect tv all costs and expenses incurred under this Agreemenl. Al)
suc� recards shall be cleariy idEntifiable. Contractor shall allow a representativ� of +City
during normaf business �aurs ta examir�e, audit, anc# make transcripts or copies af such
records and any other documer��s created pursuant t� this Agreemer�t. Gorttractor shall
ailaw i�rspectior� of ail work, data, documents, proceedings, and acfivitie� related to the
Agre�ment far a period of tEire� (3) years fram t�� date of fir�al payment under #fi�is
A�reemer}t.
�,5 Owner�hEp af Materials and +Car�fic�entiatity
3.5.1 Dacutt�ents &�?ata; E.acens�nra of Intellectual Prapertv. This A�reement
crea�es a nan-exclusivc and perpetual license fior City ta� copy, use, modify, reuse, or
sublicense any �nd all copyrights, d�signs, and other intellectua! property embQdied in
plans, s�ecific�tions, studies, c#rawings, e�timates, and a#her documents or works af
authors�ip fixed in any tangible medi�m af expressa�n, including b�tt nof limited to, physical
drawings c�r data magnetically, electronacally or atherwise recorded or stored, which are
prepared �ar Caused to be pr�pared by Gdntractor uncier this Agreement ("Qocuments &
Data"). All Documents & D�ta sh�ll be�nd remair� the property of khe City, and shall not!ae
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
usect in rrvhol� or ir� s�tbskantiai part by �on�r�ctor o�► +at�er pra�ects wi�hout the City's
express written perrr�issian. Withir� thirty (30) days #c�llowing the c�mpfetion, suspensian,
abandonmenfi or termination of this Agreement, Confract�r shall provid� fio City
repr�ducible copi�s of all Dacuments & Data, in a fiorm and amount require� by �i�y. City
rEserves the r�ght to seiect the method of dt�cument reproductian an� to establish wf�ere
the reproductiQn will be accomplis�ted. The reproductivn exp�nse sh�f�be barne by City at
the �ctual cost af duplication. In the eveni af a dispute regardix�g the amo�r�t of
compensation to which the Cantractor Es entitled under the termination pravisi�ns of t'�is
Agre�ment, Contractor sFraal pr�vide a11 Doc�ments & Data to City up�n pa}rment of the
undispute�! amc�unt, Contractar sF�all have no right t4 retain or faif ta pr�vide to City any
suc� documents pendir�g r�snlutiQn af the dispute. fn addition, Contractor shall ret�in
capi�s c�f aN Dacuments & Da�a on file�or a minirnum of five (5}year�f�olEovuing completaon
af said Senri�es, anci shall make capies avail�bte ta �ity upon the payment o# actual
reasonabfe duplication costs. in a�ddition, before destroying the Dacuments � Data
fQllowing this retentian �eriod, Gontractor shaN make a reasonable effor� ta notify City a�d
pravide City with th�e oppor��nity �o obtain the doc�ments.
3.�.2 Subc�ntr�ctors. Contractor sF�all require afl s�bc�n#r�ctors to a�ree in
wrifing that City is grat�ted a non-exclusive and perpetual�icense far any Docum��ts&C�aia
the s�abcontraGtor pre�ares under fhis Agreeme�t. Contrac��r represents ar�d warrants that
Contraetor has the legal right to fic�nse any anc{a1! Documents& �ata. Contractar ma�Ces
na suc� representation and warranty in regard to Documents & Data which were�repared
by ciesign professiona�s Qth�r than Car�tr�ctor or its se�bcantractors, or thase prc�vid�d to
Ce�ntractor by the City.
3_�.2 Riqht ko Use. City shall not be 9imiked in any way in its use or r�use of
the Docur�ents ar�d Dafia or any part of them at any time, provided that any su�h use not
wi�l�ir� the p�arposes �ntended by this Agreement withoul employing t�e services of
Cflntractor shall b� at City`s sole rEsk.
3.6 Gen�r�l Provis�ans.
3.6.1 Termin�tiQrr of Agreement.
3.6.1,1 Grounds for Terminatior�. City may, by writ#en natice to
Canttactor, terminate the v,rha�e or any park v� this Agreement at any time ac�� w�thout
cause tay givin� written notice to �crntractar vf�uch tc�rmination, ar�d specifying the effectiv�
date thereof, at i��st seven �7� days be#are khe eff�ctive date af such termin�tion. Upon
t�rmination, Gonfractar shaH be comp��sateti �nly far those services which have beer�
adequateiy rendered tv Gity, and Cankractar shall be entitled to no fur#her cc�mpensation.
Gontractor may nat terminate this Agr��rr�ent except for cause.
3.6.'i.2 Effect of�ermination. If this Rgreemer�t is terminated�s
provic�ed t�erein, City may �e�uire Contract�,r tQ pro�ide all finished or unfinished
Documents and Data and other infiormation of any kind prepared by Contractar En
cannection with the per�ormance af Servi�es under this Agreement. Con#r��tvr s�a11 be
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r�q�iirec# t� ��rc���icl� :a�ic;f� �c�curr��r�� �r�d ofF�er ir�ica�rnatic��� within fifkecr� (�5� t��yu of th�
req�esi.
3,6.�.3 Addi_#ional Seevices. in the event this Agreement is
terminated in whole�r in part as pravided herein, Gity may procure, upon such ferms and in
such manner as it may determir�e ap�ropriate, servi�es similar to those terminated.
3.6.2 De�ivery of Notices. AI� r�at�ces permit�ed or requirec� under this
Agreement shail be given to the respecttve par�ies at the fiollcaw address, or�t siich other
�ddress as tfi�e respective parties may provide in writing gc�r tl�is �urpase:
Contractor:
XXX�X
X)CXXX
x�c�cxx
A#tention: XXX?CX
Gity�
City of Narca
2870 Clark Aver�ue
Norca, CA 92860
Attentian: Director of Public Works
Such notice st�all be d�emed made when perscanalfy delivered or wh�n rr��ilec�, fiorty-eight
(48) hours after de�asit in the US Mai1, first class postag� prepaid and adc#ressec� to the
�arty at its appl�cabEe address. Actual no#i�ee sY�a�i be deemed adequat�not��e on the c#ate
�ctual natice occu�r�d, regardless of the methc�d af service.
3.6.3 C_Qop�;rat�vn; Furth�r Acts. The Parties shal�fully cooperat� with ane
another, and �hall take any adcfitional ac#s or s�gn �ny add+tional doccam�n�s as m�y be
n�ce�sary, a�prapriate ar canver�ien# tQ a##ain the purpos�s of this Agreement.
3,£.4 Attdrnev's Fees. if either p�rty commences ar�actian against the other
party, eitt�er legal, administr�tiv� or vtheQ-wis�, arising ��f of or in cannecfion u�rith t�is
Agreement,th� pre�ailing p�rty in such litigatian shafl be entifled to have and recover from
fhe losir�g party reason�b{e attUrney's fees and a!! other costs af su�h actic�n.
3.6.5 lnc6emnification. To the furkhest��cte�rt alloirv�d by law, Cantractor sha�l
ind�mnify, hold harml�ss and defenc�the City and its officers, officials, emplc�yees, agen�s
and valunte�rs fram �riy and alt loss, liabifity, fines, penalties, �o�feitures, costs and
damages (wh�ther in cantrac#, f�rt ar strict liability, incfudRr�g f�ut not limi#ed ta personal
injury, death at any time and praperty damagej, and from ar�y and a61 claim�, definands and
actions in law or�quity (inc{uc�ing reasc�nat�le �ttarney"s f�es and fitigatifln expenses) khat
arise out t�f, per�air� to, ar relate to the negligence, reckle�sness or willful misconduct of
Contractor, Ets principals, offic�rs, ernpEoyees, �gents or valurxt�ers in the performancs of
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this Agreernent.
If �antrac#c�r s}�oiNic� subcontrart all or �ny partian af the services te� be performed under
this Ac�re�ment, Cvntractor shall r�quEre eac�� suk�can#r��tar to indemnify, h�ld harml�ss
anc� defend the City and its nfficers, officials, employees, agents ar�d ��I�mteers in
accordance with fhe terms Qf the preced'cng paragrapl�.
This section shail s�urvRve kerminatian or ex�iratian di this Agreemer�#.
3.6.6 Entire Ac�reemen#. This Agreeme�t cc�r�ta�ns tt�e entire Agreemer�t�f
the parties with respect to th�subject mafter hereofi, and s�ap�rsedes ali prior negot�atians,
unclersta�dings ar agre�ments. This Agreement may only be modifi�d t�y a writing si�ned
by bnth parti�s.
�.6.7 Governi�e� �aw. T'�is Agreem�n#st7all be gc�verr�ed by the laws c�f the
State c�� Cafifornia. V�r�ue shall be in Riuerside County.
3.6.8 Tirne of Ess�nce. Tirne is ofi the essence far each and every pravisi�n
of this Agr�ernent.
3.6.9 Cify's Riqht to Em�laY �ther �on�rac�ors. City reseru�s right ta
empic�y other Gontr��tors in connectian witt� said S�tvices.
3.6.10 Successors and As�igns. This Agreement shali be bindirtg c�n the
successors and assigns of th� parties.
3.fi.19 Assic��ment or Transfer. Contractar shall n�at assign, hypothecate ar
tr�nsfer, either diree#ly c�r by a�eratior�ofi I�w, this Agreement or any in#erest herein without
t�� prior written cansent of the City. Any attempt ta do sa shall be nuli and vaic#, and any
ass�gr�ees, hy�pothecates or transfere�s shall a�cc�uir��a right ar interest by r�ason of�uch
attempted assignment, hypathecation or transfer.
3.6.12 Constructior�; R�ferences; Ca��tions. Since the Pa�#i��ar their a�ents
have p��kicipated fully in the pre�aration af this Agreernent, the language af this Agreement
shall be construed simply, aecording to its fair rneaning, and not strictly for or aqainst any
Party. Any term referencing tima, days or per�ad for performance sha{I be work day�
(Monday thrpugh Friday, excluding ho�idays). All references t� Contra�tor include ali
personne�, �:mployees, age�ts, and subcontract�rs of Gontractor, except as athennrise
specified in this Ag�eem�r�t. Alf refere�ces to Ciiy io�clude its elected off�ci�ls, officers,
employe�s, ag�n�s, and volunfeers except as athervirise s�ecifed in this Agreernent. The
captions �f the varic�us arkicles and paragraphs are for conv�nienc�and ease of reference
only� and do no# d�fine, limit, augment, or describe the scc��e, content or intent r�f this
Agreement.
3.6.13 Amendmer�t; ivlodif+catian. No s�pplement, mc�di�cation or amendment
of thps Agre�ment shall be binding unkess execut�d Fn writing and si�ned by be�th Parkies.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
3.6.14 Waiver, No waiver of any clefault shaMl constitute a wa�ver oi any other
d�fault or breach, whether of the same or ath�r covenant or conciitian. NQ waiver, benefit,
privileg�, or service uflluntari�y giver�or performe� �y a Party shall give the a#her Par#y any
co�tractual rights by custarn, estoppel or othennri�e.
3.6.15 No Third-Pa�ty B�nefc'taries. There ar� no i�tended t�ir�i-party
benefciaries of any right or obligation assumed by t�e Parties.
3.6.'16 Invaaiditv; Severability, if any pr�rtion Qf this Agreem�nt is decl�ared
invalid, illegal, or otherwise unenfarc�able by a court of cam��ien# jurisd�ction, the
remaining provisions shall canfinue in full force and effe�ct.
3.�.17 Prahibit�d InterEsts. Con#r�ctor main#ains and warrants that it has not
emplayed nar r�tained any compa�y or person, oth�r than a bona fi+�e employee warking
solefy far Gantractor, to soYicit o�secure this Agreement, Further, Contractor warrants that
it has nat paid nar has it agreed ta pay any company or person, other than a bona fde
empiaye� workit�g solely for Contractor, any fee, commission, percentage, brokerage fee,
gift or nth�r consEderatic�n contir�g�nt upon or resulking from the awarc� or �r��king Qf this
Agreemen�. Confractvr �urkher agr�es to fi9e, or shali cause its employees or
subcor�tractors to file, a Statement of Ec�nomic Interest with the City's Filing Offrcer as
required �r�der state law in the performa�ce of th� Services. For bre�cfi�or violation of this
warranty, Ci�,r shalf have the right to rescind this Agreern�nt without iialaiFity. For t'�e t�rm
of tf�is Agreem�nt, ncr memb�er, afficer or �mployee of City, during the term of his or her
�ervic� w�th City, st��l1 have any direct inter�s#+n this Agreemer�t, or obtain any present or
anticipated mak�rial ber�efit arising therefrom.
3.6.��' Equal �pp�rtcanEty Emqdavment. Contractor repr�:sents that it is an
equal apportunity emp{ayer and it shaN not d�scriminate against any subcor�fractor,
employ�e ar applicant far employment because af ra�e, religian, calar, natianai origin,
ha��dicapr `�I"iGP.S�I�', sex or age. Such nan-discrimination sF�alf include, but not be iimited to,
ai� activ�ties related to in�tial emp�ayrn�:nt, upgrading, demotion, trae�sf�r, recr�aitment or
reeruitmer�t advertising, layaff ar terrnination. Cantractor shall also compfy with all relevant
provisions of City's Minarity Bus�c�ess Ent�r�rise program, P�ffirmative Ac#iQn Plan or other
re�af�d programs or guidefines currently in �ffect c�r hereinafter enacted.
3.6.9 9 Labar Certifica�ion. By its sigr�ature h�reund�r, Cantractor cerkifi�s
that it is aware af tfi�e provisions of 5ectic�n 37Q0 of the Cali#orni� Labar Code whic� require
e�very employer to b� ins�red against liat�i9ity for INarkers' Cc�mpensatian or to unciertake
se1�-insurance in accordanc� wit� �he pravisions ra� that Code, and agrees to comply with
such pravisior�s before �ammencing the p��fc�rmance of tt�e �ervices.
3.6.2�Author�ty to Enter Aqreemente C�ntractor has all requisite �ower and
auk�ority to condu�t ifs business and tc��xecute, de�iver, ar�d p�rform the Agreement. Each
f�a�ky wa�r�nts that t�e individuafs who have signed #his Agreement have the {egai pawer,
righf, and autf�ori#y ta make this Agreement and bind each resp�ctive Pa�#y.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
3.6.Z1 Cuunter�arts. T6�is Agreement may be si�ned in co�ar�t�r�arts, eac� pf
wP��ch shall cortsiitufe an original
3.7 Subcontractir�g.
3.7.1 Pric�r A��ravaM Re;�uire�i. Contrac#or shall no�subcontract any portion
of the work requir�d by khi� A�reem�nt, �xc�pt as �xpress4y �tak�d herein, w�thout priar
written approval of City. Subcantracts, if any, shafl conta;n a provision maki�g th�m subject
to al1 pravisic�ns sti���ated in this Agreement.
Name of Contr�ctor�
*$Y:
Signature
Name - Titie �_�_ �
NOTE: SIGNA7l1RES O�F +CC7►RPQRA7E QFFICIAI�S MUST BE N�TARIZE�.
Attach Gertificat� vf f�a#ary Acl€nowledgernent
OWNER: CITY (]F �lORC�, a munieipal corporation
*By:
Robin Grundmeyer, Mayo�r
ATTEST:
�ana Rva, GNlC, City Cierk
APPRt}VEa AS T� FC3RM:
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
�olin Burns, City Attarney - -
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
�x��gir a
FOR
TR�E TRIMMING, REIVI�VAI�, AND PLANTfNG
CONTRACT �ERVlCES RFP
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
EXFIIBI`f f3
Contractdr Peopos�l and Fees
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
GENERAL L1A�I�ITY EI�D4RSEMENT
CiTY QF NORC�
2$7Q Clark �Ivenue
Norco, GA 92$6(}
(9a1} 27[?-5678
A, PQLICY fNFORIVIATION En�lorsemer�t #
1. Insurar�ce Campany _
Policy Number
2. Policy Term (From} — ------_— (T°�
Lr�dorsement Effeetive Date
3. N'amed Ins+�red
4. Addr�ss of Narr�ed Insureck
5. Limit a� L}ability Any One UccurrencelAggregate
$ /
6. Deducfi�le ar Self-Insu�red R�tentior� (Nil unless atherwi5e specifed):
7, Coverag� is equiv�ler�t to:
Gompret�ensive General Liabifity Form GL�C}02 �Ed. 1173}
Commercial Generai Liability "Oceurrence" Farm CG�E?01
8. Badily Injury and �'roperty Damage Cover�ge is.
°oecurrence"
Note: The Ci#y of fVarco standard insurance requirements specify "oc�urrence"coverage.
"Cl�ims-made"couerage �s no�accep#able. 9f cornmercial genera� liabifity f�arrYa dr equivafer�t
is used, the genera�aggregate rnust apply separ�tely to this focakior�l�arojeck or tf�e gen�ral
aggregate must be twice the occurr�nce limit,
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
9, Gescriptian of Proje�t:
Th� City utili�es a 5-year trimming program �divided up into grids) intended ta trim
every tree within a 5-year period and is pravided on the City's w�asite so resid�nts
can knaw what y�ar#he6r frontage trees might b�frimmed. The Gity Tr�e Trimming
�nntraet will provide tr�e trimming senric�s of all public trees within the city limits o�
the �ity �f Norca. Th€: c�ntractor s�aA pravide all labar, ec�uipment, tools, f�el,
materials, dumpir�g, ins�aran�e, supervision, and all other iterns needed ta deliver
excellent tree maintenance services.
B. PQ�LlCY AMENDMENTS
This endc�rsernent is issued in cc�nsid�ratic�n of t�e pc�licy premiurrr. Notwithstanding any
i�car�sistent statement in t�e pr�]icy ko which this endorsement os attached ar any ott�er
endors�;ment attached thereto, i# i� agreed 2�s follows:
1. INSURED.As r�spects any w�rk perFormed on#he abave described Project, the
City of hlarca, its electeci c�r appointed of�icers, officials, employees, consulting
e�ngine�rs, and vofunteers are includecf as insured with regard ta damagEs and
defense of cl�irns arising frQm; (a} activities �erf�rmed by ar on behalf of the
Named Insured, (b) produc#s and camp�eted operations of the fVam�d Insured,
or (c) prernises awned, feased, or used by t�e �lamec! Insu�'ed.
2. CC)NTR�Bl1TION N4T REQUIRED, As respects: (a} work perFor�ned by �he
�f�med Insure�d on the abv�e clescribed Projecf for ar on behalf of the City of
Nvrco; or(b) �roducts sald by the Named Insured to t�e City t�f Norca�ar use an
tne Praject; or{c) premises le�sed by the Named Insured from tF�e City of Norco,
the insurance afforded by this policy shall �e primary insurance as respe+cts t�e
C�ty af Norco, its elected or appointed officers, officials, emplayees, cor�suf'ting
e�gineers, or volunte�rs; or stand in an unbroken chain af eaverag� excess of
the Named Insured's sched�ale ur�derlying p�-imary coverage. !r�either even�, any
other insurance maintained by tY�e City of Narca, �ts elected or appainted affiee�s,
o�cials, empiQyees, cansulting engineers, ar volunt�ers st�all be in excess c�f
this insurance and shall not contribute with it,
3. SC�PE O� CQVERAGE. This policy, if primary, affords cav�rage at least �s
broad as:
�1) Insurance Services dffic� Form Number GL 0002 {Ed. 1/73),
Compreher�sive Generaf Liability Insuranc�and Insurance Servi�es C�ffice
farm number �GL 0404 �ro�d Farm Compreh�nsive General �.iability
endorsement; or
�2) 9nsurance Services Offic� Cam�ercial Gertera� Li�bifity Coverage,
„Oc�ur�-ence" �rarm CG Q�001; or
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
(3) lf excess, a�ft�rds co�erag� w�ich is al least as broacl a� the prim�ry
ins�rance forms r�fiercnced in the �receding �eckions ('I) and 42).
�. SE1/ERABILITY C�F INTEREST. The insurance ai#ordeci by tt�is palicy applies
separatefy to each insured whc� is se�king coverag�e or against whom a ciaim is
made or a suit is broughf, exeept with resp�cts to the Company's {imit of Gability.
5. PR{�VI51C)NS REGARDING THE lNSURE�"S QUTIES d��TEI�ACC�dE�JT 4R
LOSS. Ar�y failure tca comply with reporting provisions of the policy shalf nQt
affect ccav�ra�e provided to �he City af I�arco, its efect�ed or appointed o�cer,
officials, employaes, cansulting engine�rs or volunteers,
5. GANCELLAT1�R� NOTICE. ThE insur�nce affarded by this policy shall not be
suspended, voided, canceled, reduced �n covera�e flr in fimits except after 3�
days pr�or vurit�en natice by certifed mail return receipt requested has been c�iven
to the City af Norco. Suc:h not�ce shall be adc�ressed as shown in the i�eadir�g �f
this endorsement.
G. IN���ENT AN�1 CL.At�ll REF'�f��'ING PRaC�DURE
Incidents and c�aims are ta be rr�ported to the +nsa�r�:r at:
ATTN:
(TitEe} {Qepartmer�#}
(�ampany) - --- — -- - - - —
(Street Address} --- — — -- — — - _ _ _�— :
{City} A � �^ (State) {�ip Code) �
{Tele�hone P�umber)
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
D. S�GN�►TURE C)F INSUF�ER CjR AUTHORIZED REPRESENTAT�VE CDF TH�E
INSURER
I, _ ____ _ , warrant that ! haWe authority tv
�PrintfType Name)
bind #he belc�w-listed insurance cor���any and by rny signature hereon da so bin� #his
cam}�any.
SIGNATURE G1F Al1THORIZE� R�PRESE�TATIVE
(Qriginal Signature required on endorsemer�t furnisheci to the City of f�orco)
(3RG�,RI�ZEiTION:
T1T�E:
ADDR�SS:
TELEPHONE:
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
��N������N�� �A�a�a�.0r�° �������������
CI�"Y OF N�RCO
2�70 Clark Avenue
NQreo, CA 9286a
(951} 270-5678
A. POLICY IhJF�7RMAT1()N Endorsement #
1. fnsurance Company �,_
Policy Number _^ _
2. Palicy 7erm (From) (Tc�} _
Enrlorsement E�fec#ive l�ate
3. �Jameci Insured_ --
4. Address of Natr�ed lnsureci _
5. Limit ofi Lia�ility Any Or�e Occurrence/Aggregat�
� r
6. Deductible or Self-Insured �Rekention
(NiE unlEss otherwise spe�ified}:
$
B. POLICY �4MEiVDMENTS
This endors�ment is issueci in cc�nsideration of the policy premium. Nafinfithstanding any
incortsistent statement in the poliey to whi�M this endarsement is attacF�ed or ar�y other
endorsement attached thereta, it is agrE�d as tQilows:
1. INSUF��Ef�. Tfi�e City af Norea, its elected or appointed officers, c��fici�ls,
e���sulting engineers, ernplaye�s ar�d volunteers are included as in�ured with
r�gard tv damages and d�f�nse o�claims arising frorrz: the ownershrp, operation,
maintenance, use, loading or unioading vf any au�a owned, leased, hired ar
bcarrowed by tF+e EVamec� Insured, regardl�ss of whether liafaility is attributable fio
the Named Insured or a combinatian e�f the Named Insured and the City of
Norca, its elected or appainted off�cers, officials, ernployees, consui#ir�g
engin��rs or voiunteers.
2. �C4NTRIBUTION NQT REQUIRE�. As respects wark performed by the �lamed
��nsured for ar on behal�of the Cf#y af Norco, fhe insur�r�ce afforded by t�is policy
shall: (a} I�e primary insurance as r�spects the City of Norco, its el�c#ed or
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
�C�pc�in��c� c�ffi�e���, a�F�icia6s, �n����1�ye�s, �;c►nsulti��� engig��ers or volunfi�ers; or
(b} stand in �n unbroi�en cY�ain of coverage ex�ess of the Named lnsured's
primary coverage. in �iti�er event, �ny other ir�s�rar�ce main�ained by the City of
hlorco, its �#ect�d or appointed afficers, officials, empfoyees or vQlunteers shall
be in excess of this insurance anc� shall not contr�bi�te with it.
3. SCO�PE OF CbVERAGE. This p�licy, if pr�imary, affards coverage to the Narr�ed
Insured at I�ast as broad as:
�1� lnsur�nce S�rvices Office form �rumber CA flOD01 (Ed. 1/78�, Co�e 1 ("any
auto") an�! endarsement GA 0025.
{2) lf excess, affc�rds c�verage wi�ich is at least as broad as the primary
insurance forms referenced in the preceding Section (1).
4. SEV�RABILITY C}� INTEREST. T#�� insurance afforded by this �olicy �pplies
separately ta each insur�d who is seeking Goverage, c�r against whom a claim is
made o�a suit is bratag�t, excep# with respect ta the Garripany's limit ofi Isability.
5. PROVIS�ONS R�GARDING TF�E INSUR�D'S C?UTIES A�TER ACClDENT OR
LC)SS, Any �ailure to cornply with reporting pcovisions of th� policy shall not
afFect co��rage provic���l ta the City af �dorco, its elected ar appc�inted offcer,
officials, empioye�s, co�sulting engineers or volunteers.
6. CANCELLAT�4N �iC�TfGE. The insurance afForded by thi� po�icy s�all nat be
suspended, vaided, canceled, reduced in caverag� �r in limits �xcept after 3{}
days prFor writter� notiGe by certified mail return receipt r�quested h�s beer�given
to the City of Narco. Such natice shall be �ddressed as shown in th� heading ofi
this en�dorsement.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
�C. lNCId�NI° �►NLl ��,,41M REPORTING PRO�CEL�URE
1nGidents anc� clairr►s are to b� reportecf to the insurer at:
AITN:
�Title� (�e,p�rtment)
�Company} - --
4Street Address) - — --- --
{City} _ — � {Sta�e� (Z�� Cad�� —�
(Telephone Number�
D. SfGNATURE �F lNSURER OR AUTHOREZED �EPRESEN�ATIVE OF THE
INSURER
I, _ _ �_�__, warrant t�at I have au�hority to
(Prin�t/Type Name)
�iind the below-Bisted insurance cornpany and by my signature hereon da sa bind this
cornpany_
SIGI�ATU�2E OF AUTH(�RiZED REPRESENTATIVE
(Original Signature required �n endorsement furnish�d to the City of Norcoj
C7RGANIZATI�N:
TITL.E:
ADDRESS:
TELEP�Of�E:
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
V11�RK�R'� CQM��NSp,T1C)NIENIPIPLOY�R'S LiAg1Li7Y EN❑QFtSEIItlENT
C1TY UF hIC)RCC�
2870 C9ark Avenue
Norca, CA 928��
(951� �70-5678
A. P�LI�`� 1�lF�RMATION Endors�ment #
�. Insurance Company ---- --- —-- —_ ` 6-- — --
("the Gompany"}
Palic� Number -- --- -- —
2. Effeckive aate oi this Endorsement
�. Named insured
7. Emplc�yer`s �iability Lirnit (Coverage B}
B. POLIGY AMEMDM�NTS
In consideratian of#he policy premium and notwithstanding ��ry incons��tent�tatemenf in
the poli�y #a which this e�ndorsernen# is attached or any Qther endorsement attached
th�retc�, it is ag�eed as follows:
('{) Can�ell�tion Nc�tice. The ir�surance afforded by th�s policy shal! nvt be
suspende�, voided, canceled, redueed in coverage or tn lirnits except after 30
days pric�r written notice by ce�tified mail return receipt requested �as�een gkven
to the City of Norco. Sucfi notice shall b� addresseef as shown bn the heading of
this endors�mer�t.
t,�) Waiver af 5ubrogatiarE. The Insurar�c� Company agrees to waive all rights of
subragatian agains#the City af Nocco, its elect�d or�appointed officers, officials,
agents and emplayees#or losses �aid under the #�rms af this policy which ari�e
from waric performed by the �I�med Insured far the City a� Norco.
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
C, SJGNATUFiE OF IN�URER �� AU`�HC)Rlt EQ REPRESENTATIVE OF �'HE
INSURER
f, __ _ _ �, warran# that 1 have authority to bind
{Printl`i�ype Name)
khe below-listed ansurance company and by my sign�ture hereon do sa bind this company.
SIGf�ATURE OF AUTF�QR�ZED REPRESENTAT�VE
(C�riginal signakure required on endorsement fumished to the City of Norco)
ORGANIZATIUIV:
TIT'LE:
ADDR�SS:
T�LEPHQNE:
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
�fi��-►.��
F�+m �� Rei��lieSt f01' TBX��y(:I' Give Form tca xhe
��e.t>�=�:�r�np�2urn7 E+equesler.Do not
�n�,,�„�o,�,�T,��,.,, Ident�fiCatio� Nut�nber and G�rtifiication �„a to��Rs.
Inteistd R��enue�rvice
� S Nar�ia(as shcnvn rm yr�i mr�me tar.e�turn).Name is re�uned a-�ihls GnA;6o not leave this I�ne Ulsrdc.
. f 2 5usincss namsldisrayarde�l entity neine,if Ji#ieieril f�ar�;�ba+e� . . — — -- ---- — —— -
cv
m �ro -- - — ---� --- � -- �-- - ---
� �3 f;lte�;nPprn�rriatn t,v fw led�al lax aasyficaiinii;chock ordy om nt[he I�rllfr,•iiny scvcn twzes' 7� Ex�ne},llorc(ccrdc..��aFAy crely lo
� ❑InrlVndual/s�le prupeielor a� (� C Co �ai�cH� S C�i cwalio�i
c5�t,ti['�eroUGe�s,r�ol I��ividuals;a'aN�
�, � , rR ❑� p ❑ I�rUierShip ❑Trust/ea[atU in:;Guciic*n cn�pacaea):
� sic�gla-rttanber L9 C
� Exyii�Rl�rfi�,raoJy(�I eny)
�I i�r»Icxl li.�ility w-Nnp�ny.[nlet lltr3 la�classificati�n�G=C��rrpcaafi�ai,S=8 cor{iu�a6uh,P=�avinershµ�P
p � Not4,f rx a sinr�ln�m9ml�rx�LG:Ih;31 rs efi rr:gai�isxf,d�a nni chork LLC;ehocF:Ihe:+{�pro;xialn bmc in tliv lir�m abwe!r� CxempS4on trnrr�i-A TC;A repnelinp
�W Iha l:u�cY:ssi6cralian rsf Ihc snclPe.-tnumhei rnvnc:�. i,uJe�iS any�
dC ❑hftier{sde iris�iruc;licxis)A th�y,i�.,rc�r.se,nsma�n�>�uu wrsn,ir,.oti.s.�
� .. —_ __ - _—
5 Ac'Idr�s{�umbee�strec t.Rn�1 apk,or suito no,} Finc�ueslrr's na�rne.�nd eddr�-�-(�Iwnaq
v
�.
`Q '6 Ciiy,siate,and�IP cale �—— -�-
�
7 Lysl arsotnt nvnbo�{s}heie[a�Gonal�
Tax}aayar ldentifica#ian iVumber(Tlt�) — -—
Cntc,r your TIN In tl7o apprcpri�to bax.The TIN provic€ed rnusl matcli tha name giv�n cn lina 1 to avad �Saoiet seaurrty num6er
backup wittrnalding.For i�divitlu¢ds,ih9s Is ganerafh/your saclal secwlry nurnber(SSN),Mowevar;for a �1 � -�
resident allen,sde proprietc�r,or disragardecl enUty,sea iha Part I insiruc[ions att page 3.For o9h�r �I
errtiUes,i[ks ypur om��loyer ideniiffcatian num6ar(�IN1.tf you do not havr,a number,see How fv get a J
TJhI m page 3, qf
Note.If 1ha accaunt is in more fhan one hame,sae ilie Ins1ruclions fcx line 1 and Iha chart on pag�4 for ��mpEayer ic�ndfioetior+mmber j
guidalines an whose numt�or tp enFer. I _j��
C9CtlflG9tlOn — — —I I
Under panalilas af perJury,}cerll[y!hal.
1, 7he numbnr shavrn oii this form is my r_�neet laxpayer ldeniiilcatiorr numbsr(or I am waltir�g lor a number to be Issued to me);ancl
2_ I am no1 su6jec110 Dackup withhdcling because:[a)1 am exompt fr�rn baekup r,vi[hltofding,a'(b}I haue i�rai h5en nafified by lhe Intemal Revenue
SarNce(IRS}ihat I am sub�cct lo backup wilhholding as a result o1 a tallUre to report all Intares3 or dlvidantls,flr(e)ts�s IFSS has noli�ied mo that I am
no Pongar subject[o hackup avithF�cVdli�g;�nd
3', f aan a U.S.citizen or other U.S,person(definsd bslowJ;end
4.Tha FATCA codo(s}antered an this form(i any)rndicaling lhat 1 am exesnpt trom FATC�I reporting is enrrect
Certi�icaliat htslructions,You must cross aut item 2 abave If you have laesn natifled by tha IRS tltiat you are curremly aubjeet to backup withhaid(�g
h�cause you have fahlad to rep6rt all Irrlerssi 4nd dav�dsnds on yqur tax rutum.For real astaza trensactions,itbm 2 does no[apply_Far mortgage
interasl pafd,acquisilipr�or abaadonmeiil af secured pr�er'fy,cancellatlon al r�ebt,cnnlributions to an indiv�dual retVrement arranyamant(If=iA},and
9eaneraSly,paymonts vtller tha�intergst and d}vidsntls,y�xi are r�ai tec�uirod to sign ihs cerlHlcatiai.but you mus[�ravido yvur correct TIN See 1he
irTstruclions on page 3,
�19� T 3ign■W+a of � —
}'{91'9 I US.p,e�rson t I7a1i►
Generai lnstruetions •Fam IL19R(lynine m�xlyac��Ir�Seresl),149P-E�stuAcnf foan interest],4Q98-T
(Wif�au�}
Seclwn ieFerenr,es a�e!o Ilie Inioinal Re++rxeue i',�dn unit�.ss.olliuwis�n+�fed. •rc�iti I V'�N-C#canc�lnd Jetif)
Fut�re devnlopments_Inlotinaiiun at�oiel develo�n�enis�Ncwlii7y Frxm W-9(s�icti ,Fcvm 1099-A(acqui�ilinn a+ai�aruionmen�01 scu.uicd propnrky)
as IEgisl�qcn eriacl0d aifai W u ieSersa il)ia�;4nnv.i�s.rgnvihv�3.
Use:�am W-9 mF if ysw ato a i3,5.pers�xt(mdudiiu3 a rnsulenl aheiil,to
pUl'�fj+�6 pf�Ofilll pi�videyeeon crxree.l FW.
A.n n�d�viJuati or entiiy If am W-B tequrtslee�wha i.irvfoai�t�J 9u 61�ai�+infr��rt7atinn FI you dn m.{.tfum Fnnn lh`-9 ht th�fequest7 wrtl+a TlN,yuu miyhf L�,e vifxcct
reluzn v��lh Ihc,IRS misi��f�fn y�u�casect l.�xpayer i�fenliEir,aliun num6a(Tlhfj !v backup�vltl7hokfarr�.Sse t'V7�et is Ba�up wrtld�nfdirz�?on page 2.
witiich may br,ynn social soczmty nurcrhes(35iJ},in�liuiJual laxpayee ide�tifiratinn By si�ning She fi[led-arl ftxm,y�w:
rtumher(ITIP�.a��nm L�ncpay n iJnariilicatiun nunir�r(kTifJf,u�rrr�pluyet I.Gnrlily tt,al!hs llN yau ara givmg�s oon�c4(a you are wai6ng lor a nun6er
tdentihc:altsn nim7bei�EIIV) ta reposl nrt�l�infurmaiim ruiu�n llk:Amwnl paicj lo In ha issuod],
yrw,c�otl�er amcunt ee�orta64e on an infr,m'aalion ielurn,Fxaneples oP infarnalic�ri�
reh�ms include,tXsi are nul limileil les,Ihe fdluwirw', 2,L'erti{y{��y�aca noi��Ujr,et lo backip vrifhFuild'rrq,or
�Fwm 1(Y99-IIV'f(��lvest earned rx p�.uJj 3 Claim Pxernp�ian frora 6acln�p wilhX�dding if y�w ure a 41,5.nxernpl�,ayee.If
•Frxm 1 QDTJ-6�N{diN�4ucv3s.induding ltk�se,Iruin stacks a nruluai fund;..) �PRIica2�le.Yar arb afso cerlily�rv�ihal a�z L7.5.�asoit Y��{����M1aro ol
Hny partui��ship incnnie hc�rn a 11.5.trade x husisttas..s is nc�1 G�6jr.cf lo Me
•Fwn�t(79:1-lo1(S(;(vtmcws types ol mr.wiid,{�ires,awerds,oo grnss pre�ceee�sl withhddinq tax on faeign parincYs'share of elfee:tively r.onnaciedinccmra,and
•Fwm 1�9F3-8{stock nr mutu7l iund sales anrS cf:ri;tirr alh�r lr;vesac'tinrLs by A,(;oriify ttsai FAl�[;F�eo�lr.(s)u.�taead ixa this fam(f ar�y)indicating Iltial you are
Gicke+x} ivicem�![rwn Ihd FA7GA repaliny,ss corr�cl.Se�o Wl�afls FATc=Am,waarhny7 carr
+Fwm IU£@-S{proCbEir3s IrcSrn ieal nelnte UansacSacd'is) uay�2 tor lurllia inlotrtt�lian.
•Fdrm I099-K(icserdranl r.,ard a��d t17�rr1 paify nUiwc+rk Uxnsadlauy
Cat.Nn.1D231X Fnrm W-��ABv.12-201A}
DocuSign Envelope fD:44A64616-3F66-492GAF68-02E3AC897593
i-�r»w-u�r�d� �z aoi.�y
F'dld�!�
Nute.19 y<u�ve H ll.S,�isnr�and a r�uester UiMcjs yw a ionn olh�i Ihen F urrn 3.Tl;a 1135 tel45 1Pia reqiicistcv tl�ai ynu Furni�hmaf ari incoirccl TIlJ,
W-�11ii+equ.�c[ycv.0 i1N,yrr.i miLsl use 9he rc;q�mslar's[utrn if it is sul�slvnA:illy q 7hF I(�iS leils ye�u thryl yuu aie ruYr'jr.ck tU�iada�p v:ill�hdd�ng k}ecaiae yuU diJ
simif:u 401h't:r�Farn�W-R_ no1 tEpn+'1 all you inlhrnst anFl drvidgnris�y�l�r.relvn(fur r��wrtaWe irileresl
peknition uf a U.S.person�cx Fedeia{Ixia y�uiNa;es,yrx�a�e r.m.vArr�rS a I I C and div�de�Js c+r.!y},oi
p�9D��yOU nitl: .5.Ycw dn nnl cr.rli7y ka Iha royuusls�liial you eie not sutyecllot�acD<up
•An V�idividual who is a L1.S,r.eGa�n cx U S.t�s-�i�ient dlien; withhdcl�inq�ride�4 aLwve(For�e�aor l�t�lr_in4e�ea-L�ll7d drvlclend acern�nts rg,a-�ad
.A p�inersRyip,crsrpr�ratian,r�mpany cx a4ociaEinn ereated:y�isryanizHil in Ihc-� aflc�19$3 s,n3y�.
Unilnd Sfaies w under 1h�;la�w�of ttla Urtiter151afo.�, Cexiarci�ayees arri payri4�.'+�Is aie exemF�l Prnrci bav,kup wiUrhold�n�-See fxempi
.An r54ryle(olhcx tfrsri a fwEiyn rsSalb);cn paitr�'���s�st Page 3�hd tl�s separate Mlst�ucticxu Iq tiie�Ree��rc�lcs vi Fonn
1M-El ta�ma e inFai m:sUon.
.A dc�mes�ic Irvsl fas dolinod in A�qulali��s sactiun3fl1.77�I-TJ. p„o saE St�c al,vfes/orWa�trwr5hips aGrvvc.
Srye3cini niFai fir p:arlrr�r5l�i�s.Parineishiµs Iha1 wndvct a h adu�x Iriisinusx Ih
1}i�Unrlud Staies arr 9erter.�Ay reUtrirrrl to�ay a r.altnc�,lriin�l�x un�S��•i soclirm {M�at is FATGA reparting?
Id46 ari a�iy Ycnre�qnp-yrirmiy'slY�l�-ai�'ht:uliuely conncrled Ivcahle ii�earne�fForn
.aud�k��ku[r�+ss,Cu�th:;�,ir�u:�Win casrs w'here a fc�nx 4V-!31-ra.Ex�t tN-�cx�i irr[�ved, �Ih�F�xr�yn llcc�nl Tax.Compb:uice Ar,i{FnTCF�iEquu�a pu4+ci��.i�iiy fr re���i
tho n�lr�,iinclor:n,f�nn 14Ati i[��uiio a pnrirzr,r J�i�I��I>:en�rme ll�l a p�i 1nrN�s a �iis3�nr.{;�I inshti�tinn to ref h�l all Llnitecl Slel�-accer�.inl Ywl�l�ra 4fiiat�r e a�sFcifiod
I�ieiyn Pnisun,aird 4�.�y Ilw snr[irm I�146 wilfitx3ldinq I;i�.'Tt�e�ctorc,i�y�a did a 4lniln�Slal��i�axis.Vnitai�i pay»�rs ai e�axr.rn�:�hniri fAT(;A ieporlinr�_5ec
lJ 5 p�;ia��a�tlr,4 is a�Fr.ii trior ih a paeYnc�rship r.cxidur.G�3�a Vurlc a 6i5ir�rs;u�CF�q EarnipLvn frai�+FriTCA+r�rU2i�ciKin n�i Gage 3 niM thn Inshuclirns la Ihe
Unslcd Stalca,picr;idE•Frnrr�W-9 fu Ihe pnrtnc+akeU to�7stuGl«h youi I1.5.stahu ��qu�.slar af f am W-9 3n�mae inlumialicxi.
�and�ivaid�clion 1A4G wi4f�hi,#�in�l c�Es y�u n1}tan ni�a[kr.�rsirrry inr,rxnr..
!h Ihe casas bob�.v,Uu�lullerNin s��mniu34 rvu F�xri7 W-i)lotp��e '�-�p�ating Yeur Intc�ri��stian
y�e y �rineiship
lue Fury�.�d�.<�S s3slabliSFuix171s U.S..sta WS��I�vrr�tirui wilhtiddinti un il. Yix�ni�n1{nwi�ln uprf;�IH�i in}�rmalio�lo arry�wrssx�lo wl�n yw wieini�l le�!w
alloca�le siviie r 7 nF�1 inecknu fiom 17-ie��rincvsYr{�Canduc€�ng a Gade cx 6i�siiie� �n cxeni��k ryayee i1 yo�:�rc nn lonyer an exr�fnpl payue and ur�hicipa4e iecFi�inq
in iht Unitod S[ales: re{wrlable�uy�si ai[s in L+-ie luh�re tri.�r ifti.s�ets��n.Frx examplr:,yau may ne�d in
.In t�x.case nl a disr�aided antity will i a ll S,a,vnw,Ihr•11.5.ownr.i ezi 117e p�ovide�ipJelar2 infctmalum ii y�xi aia a L'c�x�aUa�tliai NrxL.fo bn:ui 5
d�:t�qardad on4[y and��l ihe esolity. r,o�porativri.u e1 Yo�i na fnrrgor ard Caz azerrrpf.k�ad+J�O�m,y,v,�n�ies5 hurtisir a r�W
Fo�m W��J i€ihc�narne a�T1N chanqes Ru Ure ao:o�nit;irr erarT,�fe.rt the grai}i�x
•In#h�cass of a graneor�rusl vir11�a IJ.S.�ia��ttn a otl��ei�U.S otvat�r,gr�r}�rallY, 04 a granlcd Vusl Ji s.
Ihe LI.S.qlant�k�x calli5r V,S.cM�ncu-crt'll�re gr��ta(rG�l and noi Ih�hwl;and �
•In 1#Ki case af a U.S.4t4vt�oil�r tihn�i a gr�ntm�Ituat),Ilw ll,S.husl(vNter U�an a �6I1���:IAS
g�arHrx Uwt)end ni�l p�e�entotia��im a1 tlw hAisl, Frilire to fumiali TI:N.II you luol to lumish yuui eerraci 1IIJ le�u rnquh:ai�v,ycw nrN
Forb&gn qermot�K}fatf are a i�rcti�n psrson ar Ilte U.S.Ltianef�01 a Iaaign 6u�t wb{ecl lci a{�malty ot 4.SU 1nr narh s�r,h iailure uNess your lailu�e�is dun lo
thnl hns elsr.led[o 6e 1re�sied ez a U.S�,ye�son,do nol usy horm W-9.InstAad,�e rc�:caiat�cautc�and rx>t to Willlul noglcxt.
thrr�prqutatr,f"�am W-El er Farm E1233(sbe Publie:.fiun 515,Wittllwldmg��Ta?e Givil panatty fnT felsu in'formatian wiH�i rnsµacl ta erith}Ynlding�ff ycw ma{ce d
pi Noiresid5nl AlienS an�Fnrcign Eroti�es], inl5e slalcinonl vrifh no ieasonaNe hasis 1ha1 rgsults'm nn 6arktip withlu�IrSin�,
Nanresidanl alinn wFw boesnrosa a rerTdent aPian tienara�ly,emSy a�arresidertl you are s�i�ecl ta a$5�0 penadly:
alien indivieiunl may uzr.the eetms of a l�c fveaty lei ieQuq�a��irnii e�7le LI�S,true nn L'rimiiaal peruaYry fnr fals'rfying iMu�ncalior�Willtully Ealsifying ee�l�ficaliau ar
eartutn typas of inearr�a.H«rdevar.rriect ta.�U�al�vu aw�l�uo a twwesi�n 677cr.w�as �ft�sinatic��._nzay s+�b�ncl yrni t��«7ui�ai penaFtios rtocludinp 6h��anJlor
a"s,nrvi��g d�iu,:`£xr,5phr�ns spac'sired in kha saving clausr rr�:�y permrl an im{xisanrnent.
�empti��Pian 1��y 1n cnnt�nuc for cr�tain tyF�.of incqme e�en afSer 1M p�rc�e
hc�Y�Iltaruvise taFwvrr a n U.S.rm�id9n3 nlEan far I:u pearpc�e4. INicuse oS 71Ns.11 ll�e r�quusSer di,tlos�s ot us�TINS u i WiGlahrx�n'I ladotal taw,
F�Yc�u:�re�U.S.resicienl alien WKnfs islymg nn an exr.eptio�r.vn9?inad m Ilie �h41e7uaslor may be subjneP[o ciiiV drKJ clitttfn3l pt�rcanirs,
savinp dausn oY a F�t IieaEy tn Gxim an exempti�h5 Frarn U.S.1ax on Cx 7ain lypes
oP inc�mc�.ycx+pl�151 afda�z a slatwrcenl ro Form W-tl lha{�t:v;ihos Ihe tallowu�y Specific Ins�r�c#lon�
TIV2 ILP.fI1�5;
I.The 7�caeFy coUnhy.C3Arrerally,Ihis micsl bo lhe�saixe trnaly urtile�whlch you Line 1
cl.time�d knt��sp�i�n licwio taac w x nmiesi�Jent alkan, Yau must cu�ter r�ns oi Mw fdlrnvu�g an this i�na:do not Ivave iFvs linn 4lanit,Tlze
2.The hAaiy�rlido addies�np Ifie v�eane. name�shnuFd maldi!!te neune on yovr lafc ralutn.
S.The ari�Gle r+unbe�r(a Icseattionl ir�Ihh I�c UmatY Ihu1 eonisi�tc 1M_snving If Ihis Fcnrn W-3 is la a jcri�l acccrunl,lisl lirsl,nriJ U�nn aiel�.tEie hai�ne erl pha
dause and ifs�nxceptians. pc�se�n n+ex�hty whnse rrcrnUE�M�u enlererl in Ps.r1 I of f-nrm W-�J.
4,The lypa and�mu��S ui inccxne Iliat qi:alrl�r�s.itv lhe ex�sn�p�ion hwn Iax. �� frrdividue9.Gen�ally,enl�[he nanie sttr�wn ai yaer 1ax iefurn.f1 y.xi have
5.Su(fiicien9 1a�is In�+sstify Uia eY+.r'nption horn tax uixlcM Ihe larms a1 ti�a traa! %hangaJ you�last resnrF wdfroul ir�f�rmin3 l}�e Sr�cinl Sncirrfy AcbntirMslraliorr{SSA)
y ul UyF namn r.har.�e,ai3lae your hist nnnte,the Ixs!na�ne�s sficw7i�yuur scwial
aAiclo. secuity card,ard youa rie�v layl n:�n�r�.
Fxart�oks.hi IiJu 2(7 0l 11�in L�.S.�Yer2a iix:rqno lax iivaty allo�,vs an�ix[Nnpli[Sn �y��,�Tif�!applicnrtt Enle�yWI i�1dNi�u'at nar��d as 11 vrn.s�anlht�.1 cx,ynvi Foim
{rnm la+�1�x sc-holar�hip inr��nn rx.uived!rd:a Chinese sl�denl lan�ararily�.�rsssnt W��7 ap�lirat�zu�,Ime ta.This sliaidd-al.�o t�a Fhe swrt 7as th�namr,ynu enlrx��f on
�h ll'�e Undorl Stal�es.Undc�r U.S.law,lhis stUden(wlll bncurn:+�a�uyldw'it ali€a�f�x �h�Forrn ICWQl1l7�S�NtR70CZ you filed wilh ycwi applicalioi�.
tax pupa;.os fl 11�c oe Ir�i stay In Uio llritetii Stai�s CnLCi6etis 5 caiendai yC�ts.
iiowrv��.Farag�aph 2 at Lhe lirvt FYotocd lo ihc t1.S.-Ghina lreary��iat��tl April 3v, tz. Sob pr�prietar o�slrrg1n-mumbcr I.LC.�Mnr youi irvJividutJ ne�rr as
!S3[3i)allv,v�:ifer.{xot�si�n.s ot lVrbcle 20 lo�oritiawe Ea apply ow�n akoi tl� sh�own e�yt.�n�040l10dONS E7AOEZ ni iine�.Yau may ei-�SFlr y<sui tx�sin:�.c,h.ode,
Gl�inr-a sWdenl bt.�^�m�s a residrnl diie�l t+!Ihc LJrtdr.d 6tatcs.!t Ctii7r�ye.sludsnt �'"+��+�lg dw..mevs�s"(BBAj ryunsa�n luie 2.
whr�qualfliFis.lor'fhss Gxception(undgr paragrapl�2 al S3ee fitsl p�alucuQ a�iU Is r.. Portr�nrship,LLC�hat is not a ain9fa-member L�C,C Carporeflun,u�5
islyinl�ti�9hL AxcepU��lo dairn an mc��ai��alicvy han lax ori Ilis rx hor sdidarsf-�ip C4fppretion�Eiitet Fhe enlity's neme es sh�+fn an E�e ee�lify'z t�c IeRilai on Ilne I
c�r Ir�So,vsltip incolne wniJ.d ndlo�to Frnm N'-9 a s4atemenY Ihal inclu£as ihr3 artd arry Mlsmsss,b�de,a DCSA namr.ai lin�2.
intorrna4irxi�,I�zyaibc�l abrv.�e ik'�wppcttt l+��f er.cxnpteut. �I. O7her anGA�as.Efr[cr your n�mo as�owri an ruq�neel U.S.fvfwa9 t�x
II you a€t a noni esidcy�f alir�n�r e ta�ign et'i[rty,c�rvo Ihc iequester tl�e docu�nenls on Ikno 1_lltis nanie shwld mat�:4�ihtr namn xhcnvn on the chai In ex
app�npn�ie rompletcd Fwni W-B Q�Fu�ns 6237, othor la�7ai dwu�ent a«�lin�Ilti.aritity,Yr�i m�?y er4er anN hs<:in�zcs,frade,a
bFi4 name err bne�_
Q�kC�CU�'J{�I���I�iO�CI(f7(� �_ Olsrag�rdad otreiSy.fu U.5_fcaleral�ax Ewrp�nes,ns�enllty U�al is
What is hva'su}�witRhnldlrrp7 Fnr�Ku malttrrg carlaen paymon4s lo Nuu mus4 �isr�garclod as an r�lrty sopaiaLa hr�m ils cr,+mFii is 4eal�xl as a."disra7�i d.ai
ui idnr ce,rtain o�ruliliU�s.vilhfidJ ancl p�y lu tli�IRS 28",d�oi si�r:h paym�nts This errlily" See Regul��ti��u seciicnt 3[31.77(ft-2(cJ(2J(�iiJ.Enl6r Ma owne�'s�nema ivi
is cnllnd"6arinip wr4}ihr�Id�ng." i'�ymaiLs II�a1�iay±6e 5ubjecl fa back�p IirR+1.T11e.n:3mc n4 Iho mtiiy entet�d m In�:i sh�uld nevr,s I�Ei a drsrn�ar€led
v7�1ih��tdu�ia in�iuclr intar�;[,[ak-exompl antcaest,dividend�.6rWcer-siid 6tv L€r entify.Tty�neme cxw lin�I should t�e the n:vne shawn rNi fFq mr.nme lax retuon nn
�ect�ange.i��r�.aaclonns,rFa-its,�cy�Yliue.npi�mploYea pay.P.��vnants�nar}g in wl�irh the iixpme sil<�ultl tae rapurlpcl.Fr�r tixamPia,A�4�Nelgr7.LLC IFral is treal4d
sal4lcvnerpt of paYrnent uyf4 arid tPvrd paity nci�yc�k flansaclicros,and carVairs a�a disreyard6d eMity Iei U-S.i€deral t�p�epo:n Ir�e„a s�n�la rna�r-���i�el�n
payna�nic hom 6ching 4�rn1 e�p.cr aisxs.Hr.al esEalc Barisact��ru are nol sut�es:l t�r U.S.peism,lhe ll.S.ov�n�r's name is ieyuirar!lo be[�ic,v.ided on VenE±1,141he
b�tckup withhcldinr�. diiacl a�,vnc�of u�e Fn.Lly is al5n�d�sregarded enD1y,mir.i!he firsi a,�ni;r lF�al.i�s
Ynu will nnl be su6joct to Ir�ckup wlthhdcii:ig nn payn�enls yc;n�ic�cnn��rt yoU n�t disi�yairlad loc te�iera�lc�x�wipcsrs.Enita[h�P dEsrcx�aided enli{y's namd atf
give die isquesle�yov eonncl Tlhl,niake lfoe pru�r�ii certihcatic�ru,and rapnR a11 �i��7_,"8usinuss r�melU��seegatdnd enfity rreii��i,'11 li�N owne�nF tlio d�sre�ard�d
yain la�Wa inl�esl aiXl tlrvidonds nn y�ut laz relum. ��rula is a 1o�oig:i��s<xi,U�n�r,�iaE mvst q��nplels an a}�s�cry7t�aie f orm W-6
ins[e,.ad oi a fa!m W-D. l lv.e�s Iho c2.sa r•�c�if lho tora�gn palsun Ms a U.S.T41V.
Payil�onts yau rt+celv�will 6e m�b�ect ta bneScup wilhhdding if:
I.Y�u do nat furnlsh yoir TIN ta U}e�oquesler,
2.You dc��noY certity yotu T1N wlian iFt�uued(srya Oie Par111 instiuctions an papb
�i 1rH OE10iL49,
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
FurrribV-J{R�v.1'L-21}14} _ �� _- __� _ .— - _� _—_` `-__ __ _-- _ - -� __ '__-.F�ay��:3
Lj�7 �Hdwevo�,tl�o ldlowinq yaymunts made to a u�xrynraiion end repnrlable�Fotrn
11 you itave e 6u3iness name,Lade name.GEi4 iiamQ,rx disroperded enlstM rx�me, 14�J�MISC af 5 itoi ax"rn�Gl fram beckt�p V7ill�lwid4'rg'medical and ittti�lldt caie
y�i naay antc�iL on lina 2 paymr.erl.s,allerrrey�'I��ws.yross.prncoi.iL p2id lo an aq�rnoy r��ga I�tc u�3der
seciian Gt1�15(fj,aiid Gayniai�ts in seiaicus Naid Ly a fcdet�l ex0vulive aauis Y'
�Ifl@ 3 ExemPtion fivm FATCA reporiinf7 code.Tlic f�ilrr�ui�ig radac ideaitify°pay�x�s
[;:I�eck the appropriaie lwx ht ftn�3 f�x ihe L1.5.f�dei�nl lax clas5rlicuGa���l 11w tl�a��«�,xampl h imi re��tinr�indei FAT4A.TfMsn roAc�,apply!n pt:�srnic
;+>rson whc.Rn namr i�v railr¢n�nn htee 1 ('•heck nnly me t r,v In Cine 3. submittirq ll�iis fam foi acr:ounLs main��laincd oulside ot ttia Unitecl Stale.s�y
eortain fo�eigi�fiiievi�r.i31 ms6�ilutlnns_Thorafora,i(you ai e uraiy sulmsifiiriy Iliu feHm
Limii�.rd LIa61Ufy Campany{LLCf.If tl-.-nantc s�i linr.1 is an LL C Ur.ated as a fix�vi ar;c;�;w�,l y+�i hr�ld ir�U�i�lfiir�d Si�t�.y�si�may leave fhis lield taai�A•.
gNitna�ship Inr I1.5.Ir:��i il tar.�xi�p��c�,�1a�'k tIY`+"Urhilssd L��biirry Coriipa�iy" C;aig��ll nith thn�crsan ic:{unStN.�I>'+s Form if yodi nrr incei lam if ifi9 financral
Uox aM eMcv"P"in ihe s�ha�x{�tovidod.11 lhE�LLC 1�.'M�<i Frnm S�2 ni 2553 10 �����,��on I���ibp�ct ln 4heso i��r�..i im�crds_q rcqucsicv mc�y indiwlc U7al a�i3e ir.
E�e l�ocl as a ccx}xnaFiai.c$re�=1t 6iG"Limiteal Liat�ilily Cnntytany"bur and in Ihia ryoi reyui�ed t�y�wid�ng ytxi w.�ill�z�Fam W-9 vl�lN"Pf�l Applor,atdc�"{u�ai�y
sN�r,r�p�rn+id6r1 enlni"c,`lor C;ca�ror6Gna nr°'S"(rx S corpc�alian.I!il is a .}irnila�u idica�liem}wriSian or prirdetl<�ii 115r•line 1��e FnTGA axam{�tinn r.ode.
sirmlr_�mesnbei LLL[I�iai Es a disiapardr.�rF rnlily,do eiof t�ct:l.4hc"'Lirnifed Lia6d�ly
�aniWa+�y"L�ox;irisL6oJ cht..k CI�_1v.1 ixn iir lii ir,3'8ri�.N�iduaF/sde���4�Fe'i�lni roi �-���,t�arozetion nzrmpt itran t�ax undrx snr.kim�su tta)rx Tny inAr+aA�wl
sinalr�ie�nLai LLC.., r�ii ie�nt�r+1�rlaiv as dahnecJ in szet�nn 77UtlaJI��7
�.1RC-4,�'�n��1a1'ea 8--TI��`llEarfid Sfatcr:�x any oi it.�a��nabs a��tsh�menlalit�es
t'-A sSytn,tS�e 43�U�c�nf�Cnlwixtri.+,a L1.5,canrelunala5ltf-�ca pr,s�in:asian,cr
IP yc�u aiu nxtmhl horyi bacF;t�with4ird�tin9 anrl/ni FAT(;A I�.�c�-lir�,��nlw�rr�ihu siiy ol Ui�r pcdYLcal sUhdiwwons�rn msliunins�S�llhrs
nppiapnnte apnce pn line 4 ony r,6du(s}llial inny a{�.�ly to y�,u�.
L1-A��WruGai tl�e:•t�x#c uf wlnch isr�yulurly haded uii one ar�iiuie.
Exampt peyan eoda. c��labllyhaA se,curnies mevrkets,as dc.�aibed tn Rer�Uations scd�on
• C'wnera{ly,�ndf�rd�rals(nrludin9 sde w+aprielors)ara nul eznmps frnm L�a�.ku� t.In72-1(r,}(1}{rj
:vi9fihr�icliny F-ft r.cxparaiim 1ha4�s a momber nl Ihr.s:�n�€�aqrarid`r.1 aHdi.�le.d Z7rn�p as A
• Fxr.epl as{�rcvid�_.+;'k�fJo�.u,cccpra.�iian5�ic nxrsnpl from�har.ki.p wilhhd�iriy c•a��aeaGoF��esz:�it.F�3 itt F4ygulsEum�shrliun 1.9d72-1(�.}{I)[i}
1ar ceftain pa+lme�ils�uic;lurJui�utle,rnst and�hvidirids, F-Adealer in seeurslias,cui�rs�u+iitie�.cx�rinva4v9 fiiu+�ual ihsLiu�S�enl:�
• Caryu���c�is are nol,xa�npi irum L�ckup wiffihalrliny f«,���nymenis n���d��vr ¢triclUdii�ncrtiorutt prmcipal r.oniracZa,hRui�.,Ionvards,and nphons)1ha1 is
suql�vi7c��S of payrneiil w+J ex llilirl,�arty nelwi�k iran;acbun5, r Sgisl�reA:L.�udr undet 4he laws tri th�91nHrKl Sl�rl�-�or any�4ain
+ Guryuialiclr�s aru no1 exernpl frurn Uac;hu{s wilf�hr�lt}�nV wilt�respracl(o altu�inys' C,-d teal r�stat�inveslmarfl V�zsl
le�s nr r�r��proc.+�ri��-i.�id In ntlr��eryys,and cck�xR�lio[es tisai prwaln modie:,l or H-A rortulalerl irn��rnc_a�l,xampa��y 2s deiroa�d in suuhon!i';1 oi t�n enli ly
ii-alih r.,�+[e seNrr. :aia nni ex:mpl wr4��i�prr.l lo payrr�e�rts re,�xrl:it�.le cx+Fomi �.�j�;fvr�d at e11 lirt�ns during�I�ie 1�gc Yt��undFr ihe Ema�-tmenl ComPanY ACt nl
1049-S�AIS�, tAh4
The Idlowing ca:lns idcrikify µyyers Il�al aro�aen�pl hcrn l>ac�u�+evrthhnldit�q. I-A�i�iinan li�sl lu�d as dafi�ied ir�sre�lirNr 5€t4{e)
Ent6�-Ui5 a1'�G+�iiate caJe Hi tl��s�eau irt linr..i. .
I-M cfr�nniz�Usxr exampl hc�m tar.ia.d�r snciion 501(ay,ary IP,.q.�r a ,�-A Uarik ds d::fined'u�n�s�;4a�7 a8 S
cusfar�ial accaunt under secqon 4C6�h)(7�il Ihe aecounl saiisfios ihe requirr.vncnls. �-����g�
uTsacGon M101{I}(2) L-AUu�.I exempl(rcm taximilcK�ecllaeF6A w d�a�l�!•d in reecGrri dP47(a)[1)
2-The Lhti IeJ SSuic�s w airy u1 il.�uye��c�es c.�saul�umsnta}�tir�s hq-h lav,�amV��usi unda�a saction 40.3(b)plen or sacSi�n 457(�j p1�n
3-A slale,lhe f3ist�3�l�f Cc+l�n��a,a U.S.canrnonvvealU�o�pooaess�nn,c�i Na1u.Ywa may+nish ta wrviutt wiih IIEe fi3�an�:ial inslituli�n requesling lhia form to
any ol Iheii pdilic2l subdiwsiuns�u irisVurn�GUihes �efcimine whethc��tfin FqTf�A c�,�lc ar�idlar exc�si}pt p2yee codA shnuld be
A-R fnieign youcinn+mi nr any of its�wiilical suR3divft��s,agancies,q cumpiatad.
irtslrumrm4alllir� ���
5-A r�rf��aEir�i
fi-A dealpr In s�:urliiK-oe um�motlrUrn r€wu�red tn�e istcv in ihe Uhrted �nict ycs�.v�sddrea,s�trumbe�,shea9,a�7d aperi�'nen[sx sui4e niom6tt}.(his;s v:here
� ihe requasier d1 tliis Form W-B wi11 mafl your mlcxmalicwi tetur�.
Stales,Ihe C]ivRicl 01 Cduniva,or s U.S.conrinanwcallh mr�.w��v�an
7-A fi3hii�cornmissic3n moirl'ianl r6gulcrcd wilh€iae Commodity f=�rtir�; u��
Tiadinn Commisson Enler you�r:ity,s9alo,anJ 2tP codr.
Fi-A at�al cste9c irrvastrnoM Gust
�-Fv�miity t�istded al�Iltimes d�ueng thetaxyear under lhc�Inu�sttr}ent pa!'��.T�X�'Hy�f'�dBF'1�4�EC�t�0I1{�lllll}.?61'���}
Company Acl c�t 19Ao Eirtur your TIN Fn tho appropr'tnto 6ax,![ycw are a rvsid�n�vii[+si and yvU do�mi
10-A wrnonon Uusl fun�l cy�t:+lad liy a lren4:unde�e sc clinn 5&7(.<) heWN and�e nul oli9d:lo to r�ot an SSN,Y��11N is yoir IRS inAividual 1�v.{ipye�
idc�.nhfi+�ati�x}ni.imbnr{IT�F�.Ente�ii in tlto sndaf ser.urily numbe.r boe.If y�u dn not
11-A 6nrncial insiiTulion hav�an IT1N,sti�e NuSv tu,ye(e y7l�:tkluw.
12-A midd�cman krxown in{h�invw'.Irnea�l uxnmuni[Y as e rronqra�a c�r II yoii arn a snle propii��ur anJ you lia�e a�7 EiN,you may anl�t w11iw yexir SSN
aistotlian ot CIN,!i(vaevc-�,Il�e IRS pie(rtrs.lhal you use ycvr SSM.
1�-A tr�bl a%oniµ3 ircxn 1�x�mder sectioll 5E��1 ot 6cact�tr�A u7 Sei:Sion•I J�77 It}'ou..:��e a suk93n-me:n�be�r I.i_C fhal o Atsrogar�feu£as�an anlily separate hom�Is
i}r5 Iddowing chail sl'�uvrs Lypes ul paym�rHs ihaC may ba e-Yemp1 lrmi Uackup �me��{see Um�-rl L-aiv�lrty C:nmp,arry�(L!_CJ cni ihis paym�,nntiv the winer's SSFJ
withhd<liny-�The chv I af.}slin5 Sa L�u exenip!�ayees GsEed-at�v�e,1 thl wgti 13_ (nr E9SJ,�f�Ih�s a�,uner has onc}.64 nnt c�1cK ihe di�raRvdud entily's EIN.It ih�+l-I.0
is classilictl as 8�MP�s&�rrn r�P�rtn��rshRp,enlfi il'�5�itiiy's ERd_
1F�e pmymerei in#or,.. �THEN thu payment ia exampt far.�. �otn,Se6 tiia dte�!un µs�e•t lir iu lNte olw ihcauc+i ri1 s���srr�i tv�[i T6M
r,omk�inatioru.
Inleresl a�td diviti�rrd paYmr:��L+� I All��tampt pYaye�-�exr,r.pl Hovr ta pa1 a TfN..II you cln not havp a T1N,eppSy tor nnn immadml�ly.Ta appl�y
ta Y fu nn SSN,gat Form SS-5,ApPlicabon tor a Saaal Sar.crity Ca�d,Saan ya�r Ia o]
- . - -.. --- - S.:.J1 uftice«get U7�i�r;i oNine e[�»uw.ssn.yu�.Yw inr�y,Uo gc>>41 es��m by
&qicw t�ansacl�ons EzemNl�>�ayaes I Ilnn�hA�rF9 6 rallinq I-8[7{7-P2-i2E3.L1sa�ornt W-7,fi�Lcxliorzlcf 1RS Indwidual T�xpnyc
�If�r��r�l�1 I�sl all C wrpo+ahons.S IrJ�errhlicatirxi f+luniixx,lo app�y fp an ffiN,or Farm 55-A,i�pl�caUnn lo�EmWloyr,i
ccrp���lioit,«iusl nol�vrfec an mrempt IdantifieatiixT Num'6�er,3o ap(�ly f�an EIN.You r.un apFiy�a�a�i Eifd oNihe by
�rayac.enrle becau�s�Ihr.y aro acernpl ac�s�rp3 ihe IRS v,�ebsiln at wtvo-v.irs.govlbus�rresses and r�lckinfl on Crnplvyer
oniy tu�saP��u1 n�xtrovarod sncurifias Idenn7�cahon t+Fum�(Elf�f�unde�Sfer4nv a Birsinass.You can pol f orms W-7 and.
acquMed{xia ta 2E�7?_ 5&a Ge�n 13�e IRS by visitin�i IRS.pw�t F�y uafk+tg t-Fi4?0-T.NC-FC7RM
_ . {1 slti�-{I2fJ�676}.
Bsrter extFmnge t�aivacl+ons and FxnenpY payee.s S lhra�h ti I I ynu arra askr.�d Ip w�n�ipluW F xm 4W-9 6ut do nol havg a 1 IN,apply I�ra n 71N
pa�onayn drvidands anc!wri[[�"lW�Lwd Fcx"in lim space lui tl�e TIN,siUn and dale ihe form,dnJ r�ive i9
paymenls wcy�6n13 teqeriied la L-e Generall tu Ilie ar�yue��er.Fa inleresi ami d�viilt in]p�ymcrite.,..ricF c�:ri�in�sny�menLs mi�da
Y.A�£�»Pi payoes yyiU�i-eapocl l�odaJily h ad�1e ifFgpe�l�onl�,9eneislN yas will Ymve 60 r�.gY�So g?t
re�c�t6d and df��;ct 3a4es cvyr S5,[1CNJ� 1 tle�en igh 5` a 17N and givo i!l01he requ�stee bofo,e ycw are sul�cr.l lo baa;kup wHhPml�dirig on
paymnnLs.Thr.60-day�ule doe�s nc�l�{�ly�o o�iur lyp�c�4 paym�inls.Vai uril�Ua
PdYnients mide in settlentet�i ot- --�Exempl payws I through 1 suCjecllo backup w�lhhcAAfng m all such p.rymdits unid ya.i prrnr�de yrxu TIN fe�
payment card nr Ilv�d Qulty nntw�k Ihe requaster.
I�aruaclioru No W.En1er in�"�+yliod Foi'rno:ssssr.=ll wl y ou hav�al�a;vdy appl�ad fot a 7W Ot thai
�See Fcxrn 10B9-MISC.M�scydlaneous Inc:ome,an�l i1�fnsVuclic�rts. YW���SenJ lo a}X�1y for onm soun,
Cautiorc A drsr��y-ardecl!L S.entify Ihdf has a�iergri ownr.r a:u>i useliie
araranr�rrnle F�rm W-8
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
Fwrri LV-U{A�v 12-..(71�7J Pnge�
P�rt il.GQr4fficakian 'V�u muai sh�;r yc�:i mernrS�.v nanc are�you may aeo eniai yw�[,uyrasv a UBnna���e on
7o rz�la6P�S:lo Ihe wilhhddinn a er�tl�ial oti zrs a LI.S, ersan,or res�dm[nlini, °1�"Bwsw,hs n�3mcrMtrrgrrrferl�:��i�ry'neme i��a Yw n�ay uew a�lnv�n�}r S�N n EiN(�f ye�
4 Y P Y.uve vt*�1��ut Il�e 10.5�r�e:i:r��s Yos ic�+i�y�s.ei 5SN
si_yn fvrrn W�9.You inay lw ruyucsfad lo�i�n try Iha wilYhdd�n�a��mt�nvnn r�l '�iyl,pry�sid c��cie�u�e n�mr�el ui^�iusl.es�.�^,cr ponyor�4•ust ICti noi I�rc�isn cne➢Ipi oi mc
itoms 1,4,a 5�4�luw ind��+l��nfl��avtisr
pei:^r�+J r�re�cnioove cr l�uscer.uri�erss tM yv0�m�ry�t^�:i is n�;rJ+.�Snaie�inffia o•-coun�
F d e j�ri�t ac*�unl,�xily 4tia g�r.cw�v.l��e TIN rs slwwri�h F':u l I�h�suld�u�ii nur�M+a v:e Scedaln.�Ns icr oruw.�l�rps cn paqc:
{When�eq,+sveQl.In If�.:ca e ol a sify��v];i�Jed cntity,tlieQe�s�n I�lenldieQ�xi linH I 'Nnla.Gnv-,ts�z�v�nuni,�*wi]e e�Uim 6Y-3 i�Im�tee ni Aus'
rnis[si�n.Excmpl pavers,��o Fmnqiiyvry�a cod:evlia�. NoM.If no n.unn is niclscl wtwn nine lism m�n�md is i�sl��xi,Ih�nwnbi�y�illl�
Siprafiim requirenran'L.CompP�ele Uie cvilificalic�as i4idiralr.d in iPemv 1 �.��nkler�+1[e�4e 11x1 ot ihn hrs[rieme h!,led.
mra�n s n�,�. 5e�cure Yaur Tax R�cords firam Ides�tity Thefk
i.Int�rasR dividond,anrl barturaxchanga�ncca�nis oNaned L+o7ara 1'BFY1
ond braksr aeeounts carreidarec4 eetive d�ring 1A83.Yui rtnist give yrw� Idtin4ty tl�k!cjarasra avh��n srxne,rws�<<:,as yuu Ne�x�xt�sl iMwn��hcKi su�as�yot�
,:oit.�,�l{Il�f,�sd V�+u do noS lu+re to sig�l iiv.c:*Llis;al�ai iramr.,SSN,�r ntl�c:r idPi�lifyinq Ininrin.�Gan,wi11 rixil y�u peimi�.ticxi,lu wn�mil
2.Irvcarnat,dividend,�tok+�r,and Ibarint axct�onpo n�u.��uunis oparwd ntMr 1tau�u�al}ie�crirnr.�.M xlrniily Ihicl mrry u:c ynv SSIV In g�l a{r7h or m:ry file a
1ft:r9 e�nd bru�k�f acrnt�ts�cenwde�md inar_livn d»rinp 1F�S3.1`csu meisY si�n 19ke 1�x rel�nn ic-�nQ you�SSN lo aer.�Yva�ie(und.
cr�ei�hcaticn cr�L•acku���++iitihddnyq tirHl appiy.#1 ye�u arn s�6jncl io 6aettup To Itsclu�e Yotr i9_k:
�vihiM��lciui�an61'ou n�n n�r�alk'G�r�viduzgY��Ur 1x�i�acL fIN lothe ieqil�elw.Yau .Pzotnr.l yurs SSi+l,
miml ia r>v c+ul i�cvn 2 iiy thn cerhlice�4im beflxu sigNrr�tli�funi. .[i���u e you emp(�a ls peo�eeting yaui SSN,or�J
s.F4aql mstom ltuna�ac1iuE�v.Vcu m�ivt�i9n the.c:�+irhp.ih�n.You may cic�v ruS
nem'�of Itk�r.erulic::rtion, •6��cai�Aii whe��rhoasin�a lax�reparei.
d,��f�er poyrawiqa You m�isi gkda yuur vxrcci I IhJ,6ul yrn�dn ral hava!e�s�gi� II puu 1,x rvcur�ls a�a afieclorl ay iri�fiity It�if aixi yrni rac�tivv a rnAiee hcvn
Shn��Ufic_�Vrai iinli�H.yex+haV�a bee�i n�Uficvi lhal y+w kiave�xc�t�i�uslY piv�vt an �ho IFlS,re�and right aNay tn ilr namr.tnd phoru ru+rn[�a pnrtle+.i cm ihc IR5
incare»;1 TIN "(�If�e�i paym�il�'inr,kiJa µ.Em�}Is mu�}a in Ilbn cwrsr o1 I}�ie nnhcc[�lettc�l.
rrc�upslar'S lia�le�r I�uSinrr..y E�x inr�s,tc�yakti�v�,�nods(nlhe�Uu-�n�rl6s lo� I#y��ir Iar.ii.;urds de ii�tt�:ir�enity,iRH�lee1 tn•id��sl�Sy�tinfl l4il y�x�IFiifik y�J
�e�ch��dueJ.,medVcal and kwallh��re servir.es(�naud'm�paymcrtLs lo �ro aS i4�c��e��<�r4 Yr�t w slNen pi.use a vrafls:l,qifo>yi�}�abl�iYgdd�:ard aetivity
mrpaal�u��:+},is3y�nenl��tr�a ru�nem�loyc�la..e.rvic�,�,�yi��4v�1.�i�narle in cr c:�ac111 iepui l,umlar;t IhA IRS ldtr+liry Thaf!Flotline al I-AaC��906-SdF3Ei cr s�rmi
a�illeaar��S ul paymerA�:a1A anJ 11tird p;ulyneNla+k Iia�ac;hcru,Py4'��°"������ Fatnl 1�U3B,
mrt.�in fushinn lmai ctew in++nlr��s ai�IrsNNrman,�nJ nrnss pinc��h.paiA to j���ia e inf+.at�i�La�i,ses f'udicahon A:35,I�ienli4v Thwfl F'�evunliun and Vichm
a9twrigYs[�r�clu�f�ng�aym�ails la oa�yaairunsl
Ju:�islance.
S hSortqaQo ir�irrogl paid hy yau,au�iasitinn or Abondomcnk a1�a�wied Vi<�lims of idenlily 1h.=fl wl�n are t���arie�winy et:c+rx5�nie Irni��7�a eyslam
proparty,cwnaaRotioh af dnh1.quelitred�iiiun propram paymanls(irriee u��,�lcm,w ara see4ang help in ra�oiving�arc proL-loms Iha1 huvc nnl 6oen resolvod
9ae�an 520f,IfL4,C4uwrtlall ES11,ArcM�M5J1 ur H�A eontribvliarci or ���Utgh nwviit7l r,harniels,miy bu QSigible ia T�Nayec lulvo�le Sen�ice.{fASf
disiri6�rliorre,an�!�na�eaion dski6utlorie.Ya�n�usY give yoe�r wtrsC�11N,6uE ycw ,�s�slanr.o.You ean a nar.h IAS tn/call�i0��lASln!-fic�ca�x intelrer li�ru�ai
�a nM h5vfl to ssgn ihe CIXhlicatiwl. �-p7 7�f'!"T-47Y6�u TiVlillO 1-£Iltli-p211--0 f�iJ.
V11het Name and Fb�mtrer To Clve the Requeste� PtutEcfyniu�tffironi vusplc4ousotneSlgo�phisYli�p sc�wY�to9. Pt�islrngls tl�c
- . aeilian aid tise cr(�arta�l anrl web�,ilas dasipneJ la mvnicluyil'vna�a 6isinn�
Fvr Wn typo of aceoun[: � Giv++namn end S51V at yma�!g gnd u�ebsrles.Th��a mn[comrT�on acl ts sendin�an wna�l 1u a�sn fa}sely
' - - daminc�to he an cstahfisharl I��lim7lv eNerpiise in an aryerttp[lo sram thn usct
�.hdrviclual TtiG individual inlu siarandenn�prrvaie icdcrrnaliori Hrat 5rill 6a used Fd id�a#ity l#iafl.
2.Two w rnnee md�vidu�ls{�uiRl Tt�a nr,�ual owner�{�Sic accounl or, ���Re��o„s na[init�aie cmtac�wAh�a'�pay�rs via emails.Wso,Ihe IRS does
acwisnl) if c�nY�fned furids,lhe Ersl n�t iequasl pwsrxl9l Qel�ilad ii�4�xmt�lion llu�wgh email a a�ic la�cpaye/s fa the
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Date: May 17, 2023 Agenda Item:
2.H.
To: Honorable Mayor and City Council Members
Prepared By: Chad Blais, Public Works Director
Department: Public Works
Approval of 5-Year Tree Trimming, Removal, and Planting Contract with West Coast
Arborists, Inc.
• . � •
Accept the proposal from West Coast Arborist, Inc. and award a five-year Tree Trimming,
Removal, and Planting Contract in an amount not to exceed amount of $250,000
annually.
.
Staff solicited proposals for annual tree maintenance service to maintain the community
tree canopy. The City received three proposals and based on the review of the proposals,
staff selected West Coast Arborists (WCA) as the most qualified firm to maintain the City's
urban forest. Staff is recommending approval of a five year Agreement with WCA.
� • .
The City utilizes contract tree trimming and tree maintenance services to perform
scheduled and emergency trimming and removal of the City's estimated 9,000 trees and
to provide other on-call services. Maintaining a community tree canopy is a key
component in preserving safety, aesthetics, addressing liability and in promoting a
beautiful community with tree line trails and parkways adding to the quality of life for
residents and visitors to Horsetown USA. The majority of the over 9,000 trees in inventory
are situated along residential and equestrian trails, parks and parkways.
WCA has been the contract maintenance service provider for the City for the last 17 years.
During the current contract the City successfully implemented a five-year tree-grid
trimming maintenance program which divides the City boundaries into five tree
maintenance zones; typically, one zone per year is trimmed. During the year, minor
additional maintenance in the other zones may/may not occur based on need and budget
allocations. Using the zone method allows for all trees to be inspected and judiciously
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
pruned once every five years. However, the current maintenance agreement is set to
expire June 30, 2023.
Therefore, staff elected to develop a request for proposals (RFP) in effort to see the level
of services and rates being offered in the marketplace. On April 3, 2023, the City posted
an official RFP on PlanetBid website for Tree Trimming, Removal and Planting Contract
Services. On April 26, 2023, the City received three proposals: West Coast Arborists,
Mariposa Tree Management Inc., and Golden West Arbor Services.
Staff reviewed the proposals by evaluating each company's experience, credentials,
completeness, accuracy, firm history, location, services offered, years in business and
familiarity with the City and total aggregate costs. As part of the process in evaluating the
proposals, staff looked at two primary factors: (1) the overall pricing proposed by the firm
for individual services and (2) the quality and response capability of the firm. Please note
Golden West Arbor Services only provided hourly rates and therefore the proposal is not
being considered. After a thorough review of the remaining two proposals, it was
determined WCA offered more competitive pricing and services. WCA's proposal (see
attached WCA Proposal)outlines the rates provided in year one (1)and two (2)will remain
the same before an increase begins in year three (3). In addition, WCA's current
awareness of the City's needs, familiarity with the community (working around horses),
and overall positive performance during the current contract will allow the City to continue
our high level of service to the community. Staff prepared a summary sheet of the services
that are comparable between the two proposals to allow for comparison (see Fee
Schedules).
Staff is recommending the City Council accept the proposal from West Coast Arborists,
Inc. and award a five (5)-year Tree Trimming, Removal, and Planting Contract in an
amount not to exceed amount of $250,000 annually. The agreement does allow for two
one (1)-year extensions approved by mutual agreement.
. .
The funding for contract tree maintenance services in the amount of $250,000 is
traditionally funded from Gas Tax Fund. However, for fiscal year 2023-24 the Gas Tax
Fund is anticipated to have insufficient funds to cover all the various services funded
annually, therefore, staff is proposing Council approve the use of Measure R funds for the
upcoming fiscal year. If sufficient Gas Tax Revenues are available in subsequent fiscal
years to cover contract tree maintenance, then those services will revert back to the Gas
Tax Fund.
. � • . .
Approval of the multi-year tree maintenance contract is consistent with Strategic Direction
No. 5 - Infrastructure & Asset Management: Ensure timely preservation, replacement,
improvement and acquisition of infrastructure and capital assets.
� � � � � �
Certified as to Availability of Funds: Lisette Free, Finance Director
Approved by: Lori Sassoon, City Manager
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
Approved as to Form: Harper and Burns, LLC, City Attorney
. .
West Coast Arborist Proposal
Fee Schedule Comparison
West Coast Arborist Contract
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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by partnering with over 30(1 communities
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LETTEROF OFFER.............................................................................................................................3
COMPANY QUALIFICATIONS.........................................................................................................4
CompanyIntroduction ...........................................................................................................4
SCOPEOF SERVICES.......................................................................................................................6
TEAMQUALIFICATIONS ..................................................................................................................9
PROJECT APPROACH AND MANAGEMENT...............................................................................12
WorkflowTimelines.................................................................................................................14
CLIENT REFERENCES......................................................................................................................15
TEAM MEMBER RESUMES..............................................................................................................16
APPENDICES..................................................................................................................................18
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DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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Tree Care Professionals Serving Communities Who Care About Trees www.WCAINC.com
April 26, 2023
City of Norco
Attn:Department of Public Works
2870 Clark Avenue
Norco, CA 92860
RE: RFP/QTree Trimming,Removal and Planting Contract Services
Due: Wednesday,April 26,2023 at 3pm
To whom it may concern;
Thank you for allowing West Coast Arborists, Inc. (WCA)the opportunity to submit a proposal for tree
maintenance services for the City of Norco. WCA is a family-owned and operated company employing over
1,100 full-time employees providing various tasks to achieve one goal:serving communities who care about
trees. We have reviewed, understand,and agree to the terms and conditions described in this RFP.We also
hereby acknowledge that we meet the minimum requirements and responded to each of these
requirements to the best of our ability.Our proposal is valid for a period of 90 calendar days.
WCA's corporate values include listening to customers and employees to help improve services offered. By
establishing clear goals and expectations for the organization,supporting its diverse teams,and exchanging
frequent feedback from customers and employees,we are able to provide`gold standard'tree care services.
WCA's top management team has created a culture where employees become accountable for actions and
results.Our Tree Care Industry Association (TCIA)company-wide accreditation is evidence of the .
commitment WCA has to our safety and training programs,customer satisfaction and our capacity to
maintain industry standards.
WCA has a 50-year track record of working for more than 330 California and Arizona municipalities as well as
other various agencies.Our company has been in business since 1972 and is licensed by the California State
Contractors License Board under license#366764. We have held this license in good standing since 1978.The
license specializes in Class C61(Tree Service),Class C27(Landscaping)and Class C31(Traffic Control). We
currently employ over 90 Certified Arborists and over 150 Certified Tree workers, as recognized by the
Internationat Society of Arboriculture.WCA is also registered with the Department of Industrial Relations
(DIR)for Public Works projects,our registration number is 1000000956.All work will be performed in-house;
no subcontractors will be used.
Our employees will operate from our Riverside Office located at 21718 Walnut Avenue,Grand Terrace,CA
92313. For questions related to this proposal and who has the authority to negotiate/present please contact
Victor Gonzalez,V.P. Business Development,at(714)991-1900 or at ygonzalez��wcainc.com. Martin Cortez,
Area Manager,will be assigned to this project should WCA be awarded a contract. He can be reached at(714)
713-0717 or mcortea�wcainc.com.
Sincerely,
�--.
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V �'
Patrick Mahon�i, President
�
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DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
,
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West Coast Arborists,Inc.
COMPANYINFORMATION COMPANY QUALIFICATIONS
President: Patrick Mahoney
Organization Type: Corporation C o m p a n y I n tr o d u c t i o n
Established: 1972
Federal Tax ID: 95-3250682 WEST COAST ARBORISTS, INC. (WCA)
DIR Registration: 1000000956 is a family-owned and operated union company employing over
Members of Laborers' Union: 1,100 full-time employees providing tree maintenance and
LiUNA! management services. We are proudly serving over 3300
SAM Entity ID: CFJMVMJ9NSD1 municipalities and public agencies. We provide superior and safe
tree care operations seven days a week, 24 hours a day
CORPORATE OFFICE throughout California and Arizona.
2200 E. Via Burton St.
Anaheim, CA 92806 OUR VISION
REGIONAL OFFICES As a corporate citizen, WCA's responsibility and accountability are
Escondido, CA to the communities where we do business. We hold ourselves to
Fresno, CA the highest standards of ethical conduct and environmental
Indio, CA responsibility, communicating openly with our customers and the
Phoenix,Az communities in which we work. It is our goal and vision to lead the
Riverside, Ca industry in state-of-the-art urban tree care and management
Sacramento, CA
services.
san �iego, CA 10010 CUSTOMER SATISFACTION
San Jose, CA Customer satisfaction is our top priority. We guarantee your
San Francisco, CA complete satisfaction with every facet of our services. Our
Santa Clarita, CA dedication to customer service has earned WCA a reputation
unrivaled in the industry for dependability, integrity, quality and
Stockton, CA courtesy. We authorize our employees to do whatever is necessary
Ventura, CA to achieve the highest quality results. We know that high quality
CONTRACT ADMINISTRATION work saves our customer's valuable time and is far more cost
victor Gonzalez, vice President effective if we do our work properly the first time. We are
Corporate Office committed to courteous and prompt customer service to fully
Phone (714) 991-1900 resolve any issue.
Fax (714) 956-3745
;' ` �
Email:vgonzalez@wcainc.com rf% `�, �
FIELD MANAGEMENT � �
Martin Cortez,Area Manager
95+ISA 5Q Years Experience 1,100+Qualified
Riverside OffiCe Certi�ie�d Arbnrisfs (Sirrtilar$ire 8,Scope� Emplay�es
21718 Walnut Ave.
Grand Terrace, CA 92313
Phone (909) 783-6544 ��i
. .
Fax (909) 783-6515
Email: mcortez@wcainc.com Ac�redifed by TCIA �oc�,l d�ice 16��+Pieces vf
(Grar�d Terracej Equipment[Qwn�d�
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4
Sefting the Gold Standard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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West Coast Arborists,Inc.
Corporate Capabilities
West Coast Arborists, Inc., is committed to successfully completing each project in accordance
with the specifications, budget, schedule and with the highest quality of service. Our customers'
satisfaction is a direct result of our means to carry out each project. Listed below are some of our
corporate capabilities, which not only provide a sense of comfort and confidence to our
customers, but also assure them of our continuous ability to carry out the duties of managing their
urban forest. disqualified, removed, or otherwise prevented from bidding on, or completing any
contract for tree maintenance services.
• In business continuously and actively since 1972
• Contractor's License C61/D49, Active Memberships:
C27, C31, C21,A & B
Tree Care Industry Association (TCIA)
• Over$8,500,000 line of credit available International Society of Arboriculture (ISA)
• Annual financial audits available upon request League of California Cities (LCC)
• Bonded by ARCH, an A+rated company California Parks &Recreation Society (CPRS)
• 1,100+ employees Association of California Cities�
• 330+contracts with public agencies -Orange County (ACCOC)
• 95+ Certified Arborists Maintenance Superintendents Association (MSA)
• 155+ Certified Tree Workers California Landscape Contractors Association (CLCA)
• Drug-free workplace
Street Tree Seminar (STS)
14,000 sq. ft.company-owned California Urban Forest Council (CaUFC)
• Headquarters (Anaheim) American Public Works Association (APWA)
• Department of Agriculture Nursery license
• Avg. 712,000 trees pruned annually over past 3 years
• Avg. 46,000 trees removed annually over past 3 years -
r C;�I.IF[1RNI.R DI:P:11d�I�Slt:�-f{DF"pF.STICIIDF:HF,GVS.�I71(1�
• Avg. 20,000 trees planted annually over past 3 years �t«^y�;W��'������R„,���y
�l�FU ..�-- Pn!('oolnil I�ua�nns•Nain
• Avg. 250,000 trees inventoried annually over past 3 years `"'"`$' '�°°���':•�° ����"��:
,.:,�.�s�:,ra;,,�.�
• Fully insured with insurance up to$25 million `""``�'""`""""-�'" " "`�""'""
• Federal Tax ID #95-3250682, current on all taxes and y�'"�" e"""""
'aF3'[Cll�4�hH�]F�S,INC NY3Ff'Ok;f.�R9�R{SiSM+�'
x3au[+.'lA uuxn��s'f :1w e vu.uI:RTCW ST
fillings with state and federal government """"�"``'^"'"" ""^"""`'^"�
• Sales volume over$140 million annually �,,;Ru�A,�w„�,,
• Fleet of approximately 1,600 pieces of equipment
.........,...,..� CONTRACTORS ,.�o,,,� � •e�., � r . r
d�a STATE LICENSE BOARD �y L "'"
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5
Sefting the Gold Standard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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West Coast Arborists,Inc.
SCOPE OF SERVICES
Grid Tree Pruning
Grid tree pruning is based on pruning in pre-designed districts, or grids on a set cycle and in its
entirety. This includes pruning all trees (small, medium and large-sized.) Pruning will include
structural pruning, crown raising, and slight crown cleaning in accordance with the standards set
forth by the International Society of Arboriculture Pruning Standards (Best Management Practices)
and shall have no more than 15% of the live foliage removed at a given time.
Special Request Tree Pruning
Special Request Tree Pruning includes tree maintenance services on designated tree(s) as
ordered by the City's Arborist or designee. This category of pruning may include structural pruning,
crown raising, crown cleaning and/or pruning to restore the crown. Whichever work type is
ordered by the City, pruning will be performed in accordance with the standards set forth by the
International Society of Arboriculture Pruning Standards and the Best Management Practice, Tree
Pruning Guidelines. Trees that are identified for a Special Request Tree Prune shall have
approximately 25� of the live foliage removed at a given time.
Pruning to reduce the tree's crown (or Crown Reduction Pruning) may be performed when
conditions within the crown of a hardwood tree are such that the overall canopy mass and
excessive wood weight needs to be reduced. This type of prune is performed when the City's
primary objective is to maintain or improve tree health and structure and will be charged at the
Crew Rental rate as agreed upon by the City and WCA.
Line Clearance
Trees that interfere or have the possibility of interfering with utility lines will be trimmed in a manner
to achieve the required clearances as specified and in accordance with the California Public
Utilities Commission. It is our goal to protect the current health and condition of the tree and to
maintain its symmetry and direct growth away from the utility lines.
Young Tree Maintenance (Optional)
Proper pruning and care during the early stages of the tree's life will save money in the future, and
create a safer, more beautiful, healthy, easy-to-maintain tree. We believe that tree care that is
performed early will affect its shape, strength and life span. Our specialized small tree care team
consists of certified personnel trained to perform the following under the hourly rate:
• Selective structural pruning
• Removal of dead, interfering, split and/or broken limbs
• Pre-conditioning the water retention basin built around the tree
• Staking or re-staking
• Adjusting tree ties
• Adjusting trunk protectors
• Weed abatement
6
Setting fhe Gold Sfandard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
,
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West Coast Arborists,Inc.
Root Pruning
We strongly recommend against any root pruning, however, should the City elect to proceed, we
recommend that it be done no closer than 3 times the diameter of the trunk. Roots will be pruned
to a depth of approximately 12 inches by cleanly slicing through the roots, so as not to tear or
vibrate the root causing damage to the tree. The excavated area will be backfilled with native
soil and debris will be hauled away. This is performed under the hourly rate.
Tree and Stump Removal Operations
With a minimum of 48 hours advanced notice, WCA will inform Underground Service Alert (USA) of
the location of work for the purpose of identifying any and all utility lines. The removal process
consists of lowering limbs delicately onto the ground to prevent any hardscape damage.
Immediately following the removal, the stump will be ground down, if ordered to do so and with
proper USA notification. Our standard stump grinder is the Vermeer SC802. This stump grinder is
ideal for any size job and can be used to grade large stumps. We also use the Dosko SC69 stump
grinders. These are intended to remove tree stumps and exposed root systems close to ground
level. Tree removal and stump removal are to be charged separately in accordance with the
contract.
1}f P;M 3 1\ ��.
'' ���r.f` � &t�'� � �'�.
�� p' �����';�� '=�_�� Tree Planting
4 ��a--`'�,?.
��#��;�� �,, ;�Y�,,, ,� �� We can replace trees that have been removed and plant new
{�'�� t�•t� , '`� i trees in accordance with the City's specifications. We are
� r x
� *t ,� � prepared financially and logistically to acquire and purchase
� J '� selected tree species for tree planting. At a minimum of 48
� ��
-- - �,;� �, ,�` ,� hours in advance we will inform Underground Service Alert
� �'�x �" �` (USA) of the location of work for the purpose of identifying any
and all utility lines. A well-trained planting team will perform the
., .� soil preparation and installation of the tree.
Tree Watering
Tree watering will be performed by a full-time, WCA team member on various routes, when
requested by the Agency. This team will also be responsible for reporting special care needs to
the small tree care team. This could include reporting weeds, soil that has settled, and/or staking
and tying needs. WCA currently provides tree watering in the cities of Culver City, Santa Clarita
and Santa Monica as part of their regular tree maintenance services.
Emergency Response
We are prepared for emergency calls 24 hours a day, 7 days a week, including holidays. The toll
free number is 866-LIMB-DOWN (866-546-2369). This number will be provided to the Agency, Police
Department and/or Fire Department. Our emergency response team will do what is necessary to
render the hazardous tree or tree-related condition safe until the following workday.
7
Setting fhe Gold Standard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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West Coast Arborists,Inc.
Crew Rental
Due to our vast amount of resources, including our specialty equipment and qualified personnel
we are able to extend our commitment to our customers by providing various miscellaneous
services outside of the most common tree maintenance services:
• Misc. use of aerial towers and cranes (including equipment rental)
• Crown reduction
• Crown restoration
Arborist Reports
We have full-time Certified Arborists on staff that can prepare detailed arborist reports, tree
evaluations and site inspections based on your specific needs. Reporting can be generated for
one tree or an entire selection and is handled on a case-by-case basis.
� ��. : �
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— � � -�- , , �i�f� ��� : � WCA provides the technology,
�'�`��;� � � ' .�i�� � � � �i � rncrnagement, and civic experience
� �� �. v. �`�, . � �.
l t� ` � ���,�� ,� � r- je'"` ��' ��� ��' �liat makes it the p�efe��ed t�ee
� � ;. � �����, �,
� � �; � �� � .�� �.�.�� r��zc��zagernent pa�tne� across the West.
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Plant Health Care
Tim Crothers, Plant Health Care Manager
ISA Board Certified Master Arborist WE-7655 BUM
DPR Qualified Pest Control Applicator #145321, QAL Category B & D
Our PHC program managed by Tim goes beyond standard chemical applications. We have
developed an efficient Integrated Pest Management Program (IPM) that requires diagnosis
before treatment. WCA is staffed with licensed applicators and advisors that are environmentally
conscious as well as compliant with the California Department of Pesticide Regulation. This service
allows us to provide you with:
• Proper diagnosis based on on-site inspection with laboratory testing when necessary
• Proactive and preventative recommendations that reduce the amount of potential pest and
disease issues
• Follow-up evaluations to ensure that the recommended treatments result in a healthy and
balanced urban forest
8
Setting fhe Gold Standard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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West Coast Arborists,Inc.
TEAM QUALIFICATIONS
Introduction
West Coast Arborist's (WCA) is a company comprised of a management team and a safety
committee. Staff inembers have diverse educational backgrounds including accounting, business
administration, engineering, and forestry.
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� � _ � � - "` "� �� educational back rounds
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s i �r�;.� ' �, , �� ,�, �, including accounting,
� �����'�`��`d � �`'� �1` � ,���� � �" � business administration,
° �' `�"� � ' � �°��,. enginee�ing, and forest�y.
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��L� ��-� s ,� _ —•�
Work Force
WCA actively maintains ongoing processes to assure that only qualified and competent staff
provides safe and quality tree maintenance services. These skilled employees can only be
achieved through both training and work experience. We believe that essential experience
should always be obtained through qualified supervision; this includes both basic and extended
skills. WCA makes every attempt to ensure that this is undertaken before performing work, leading
a crew, or career advancement. The work performed on this contract is routine, recurring and
usual. The work includes watering, trimming, pruning, planting, removal and replacement of trees
and plants, and servicing of irrigation.The rates included in the Cost Proposal are based on the
current prevailing wage determination for "Tree Maintenance (Laborer)."
Certification
WCA encourages its employees to get certified through the International Society of Arboriculture,
in an effort to raise the standard of professional tree care companies. This standard exemplifies
our company's commitment to providing customers with competent, knowledgeable certified
workers. WCA employs a large number of ISA Certified Arborists and ISA Certified Tree Workers.
Crew Evaluation
WCA employees are evaluated through an internal mechanism supervised by our Management
Team. Each employee performs their duties according to a criteria-based job description that
reflects safety, quality workmanship, productivity, appropriateness of care, problem solving and
customer service. A performance appraisal is conducted for each employee upon completion of
the probationary period and at least annually thereafter. Each worker is also required to
complete a competency assessment and orientation upon hire and annually thereafter in
selected areas to assure that ongoing requirements are met and opportunities for improvement
are identified.
9
Setting fhe Gold Sfandard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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West Coast Arborists,Inc.
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Proj�et Ar��'�arsager
Martin Co��ez
Ce�l: �7I4)713-�717
��� �afe#y Manager
f�eiri��oli� �ane Jens���
Prajeet 5u�ervisnr
Leanel C�r�t�e�Ceil.-(7i�y�12-0���
R�an#H�aC#h Care GPS T��e irtve�tory
Maero�'aoil�z;:ell (7f#��L14-?97y
Ti�� �rat�ier� �ndrew Pineda
Proaeck Far�man Prs�eck For�m�n Proje�t For�eman
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Fweld Per�o�nel F�e1d Peraonn�l Field Per�onnel
10
Setting fhe Gold Sfandard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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West Coast Arborists,Inc.
WCA's ISA Certified Arborists
ADAN BALTAiAR REYNAGA WE-7786AT HERMINIO PADILLA WE-7552AUTM JOSE MANUEL PEREi WE-0818AT REBECCA A.MEJIA WE-2355A
ANDREW JOSEPH PINEDA WE-12138A HUGO ANGEL RINCON WE-8710AT JOSEPH NICK ALAGO WE-4396AU RENE ROSALES WE-7941AT
ANDREW R.TROTTER WE-0642AU IGNACIO LOPEZ WE 7329AU JOSEPH BARTOLO WE 2034AU RICHARD R.MAHONEY WE-1111 A
ANDREW JOSEPH ONDREJECH WE-13811A ISAAC GARZA,JR. WE-8689A JUAN ORTIi WE-8514AT ROBERT EDWARD KNIGHT WE-11564AT
BENJAMIN EUGENE BORDSON WE-1O111A ISAAC ONTNEROS WE-8561A JUAN P.LAUA,JR. WE-13425A ROBERT D.THOMPSON WE-0915AU
BRIAN C.KIRKEGAARD WE-10476AT ISAIAS BARAJAS MACIAS WE-10979AT JULIO C.GARCIA VAZQUEi WE-11175AT ROBERT A.WRIGHTSON WE-1041 lA
BRIAN M.KOCH WE-0341A ISIDRO ESTRADA BARBOZA WE-11685A JUSTIN LEE MENiEL WE-1 U56A ROSE M.EPPERSON WE-1045A
CALVIN f.HAUPT WE-7634A J.ALONSO GARCIA-LOPE2 WE-8499A KANAMI MARIE OTANI WE-13275A RYAN R.COLBERT WE-13154A
DANE JENSEN WE-12014A JAIME ROGELIO HERNANDEZ WE-5291AT KELLY ANN PARKINS WE 13868A SAMUEL JIMENEZ WE-11109AT
DANIEL CHAVARRIA WE-10292AT JAMES PAUL SPECK II WE-1OS58AT KRIS BURBIDGE WE-9566AUM SEAN PATRICK SULLIVAN WE-10050AT
DANIEL MAHONEY WE-10434A JASON ROSS DAVLIN WE-7628A LEONARDO RAMOS WE-11264AT SHAWN A.GUiIK WE3182AU
DANIEL RIVAS WE-10850AT JASON PINEGAR WE-2039AU LEONEL CORTEZ WE-8625AT STEFAN B.KALLENBERG WE-10730AT
DANIEL WILLIAM VILLA,II WE-13609AT JEREMY PAUL PIERCE WE-12566A LORENZO PEREZ WE-7443AT STEPHEN GLENN DAVIS,JR. WE-10894AUTM
DAVID GLYN EVANS WE-1588A JERRY A.ROWLAND WE-6353A MANUEL BRIANO WE-8791AT STEVE B.HUNT WE-1044AT
DEBORAH DEPASQUALE WE-3812A JOEL LOPEZ WE 10811AT MARCO A.PADILLA JIMENE2 WE-8621AT TIMOiHY R.PAiTERSON WE-12037A
EDIBERTO SERNA SALAZAR WE-11051AT JOHN LEE PINEDA WE-10361AUT MARIO A.GONiALEZ WE-13119A TYLER KEASBEY LEHMANN WE-13460A
EDUARDO VARGAS WE-11058AT JORGE MAGANA WE-3460A MATEO ARVIZU WE-10151 AT VICTOR M.GON2ALEZ WE-7175AM
ERNESTO J.F.MACIAS WE-7120AUM JOSE LUIS ABALOS WE-8734A MICHAEL ALAN DA SILVA II� WE-12483A WALLACE BURCH WE-0713AT
FELIX NERNANDEZ WE-2037AT JOSE M.CORTEZ TORRES WE-8539AUT MICHAE�LOUIS YOUNG WE-11681AT WILLIAM STEVE PONCE WE-6461A
FRANCIS LEO MALABUYOC WE-12219AT JOSE MANUEL JIMENEZ URQUIZO WE-1111 lAT MICHAEL ANTHONY NUNES WE-12943A
GENARO VICENTE CORONEL WE-12740A JOSE WEi MANCIL�A WE-10983AT MITCHELL ANDREW OWENS WE-12619AT
GERARDO MARTINEZ GARCIA WE-11358A JOSE M.CHAVARRIA MANiO WE-11210AT NESTOR M.CABRERA MORA WE-13613AT
GERARDO PERE2 WE-9131 AT JOSE A.ALVARE2 WE-10908AT NESTOR VALENCIA WE-11359A
GONiALO REGALADO WE-9952AT JOSE ALFREDO GONZALEZ WE-6415AT OSCAR GUTIERREZ WE-12183AT
HECTOR MONTES WE-8019AUT JOSE WIS DELREA� WE-11231 AT PATRICK 0.MANONEY WE-1 U2A
WCA's ISA Certified Tree Worker/Climbers
AN BALTAZAR REYNAGA WE-7786AT GABRIEL GAMINO WE-11161T JOSE M.MUNIi GARCIA WE-11686T SALUSTIO SANCHEi ARROYO WE-11462T
ADAN RODRIGUE2 WE-11281T GABRIEL MERCADO RUI2 WE-11568T JOSE MANUEL PERE2 WE-0818AT SAMUEL JIMENEZ WE-11109AT
ADOLFO S.RUI2 WE-11294T GAMALIEL MANZANO CORONA WE-12280T JUAN AMADOR ARCE WE-11480T SANTOS MACIAS LEMUS WE-10980T
ADRIAN MUNOZ WE-13981T GEORGE HERNANDEZ PEREi WE-12269T JUAN BECERRA WE-10932T SEAN PATRICK SULLNAN WE-10050AT
ALFREDO ANGEL LOPEZ WE-11334T GERARDO MARTINE2 GARCIA WE-10997T JUAN C.LOPEZ GARCIA WE-12918i SERGIO LOPEZ-RIVERA WE-10957T
ANDRES ROMAN WE-11285T GERARDO PERE2 WE 9131A1 JUAN MARQUEZ WE 10987T SERGIO MACIAS PEREi WE-10920T
ANDREW JOSEPH ONDREJECH WE-13S11AT GERARDO PEREZ BADILLO WE-139S6T JUAN ORTIi WE-8514AT STEFAN B.KALLENBERG WE-10730AT
ANTHONY DOUGLAS FONG II WE-12051T GERARDO A.ORDUNO WE-11036T JUAN C.PENA-ARIAS WE-11327T STEPHEN GLENN DAVIS,JR. WE-10894AUTM
ANTONIO CASTELLANOS WE-11203T GONiALO REGALADO WE-9952AT JUAN TELLEZ TAPIA WE-11137T STEVE B.HUNT WE-1044AT
ANTONIO GARCIA CONTRERAS WE-11113T HARLEY THOMAS DAVIS WE-13430T JUAN C.TORRES-COVARRUBIAS WE-12343T TRISTON JAMES POWERS WE-12211T
ARIEL ALONSO WE-10906T HECTOR MONTES WE-8079AUi JULIO C.GARCIA VAZQUEZ WE-11175T TYLER KEASBEY LEHMANN WE-13460AT
ARMANDO 0.LOPEZ WE-10953T HERIBERTO CORONEL WENCESLAO WE 11218T LEONARDO RAMOS WE 11264T VENTURA GOMEi WE-11180T
ARMANDO SOTO WE-11131T HERMINIO PADILIA WE-7552AUTM LEONEL CORTEi WE-8625AT WALLACE BURCH WE-0113AT
AURELIO PA2 GUZMAN WE-11084T HUGO ANGEL RINCON WE-8710AT LETUSA MUAAU,JR. WE-11021 T
BENJAMIN EUGENE BORDSON WE-10117AT HUMBERTO CHAVARRIA WE-11201T �ORENZO ARREO�A-MURILLO WE-13612T
BRIAN C.KIRKEGAARD WE-10416AT ISAIAS BARAJAS MACIAS WE-10979AT LORENZO PEREZ WE-7443AT
BRIAN NORTON WE-12678T ISRAEL A.RAMIREZ WE-11567T LUIS P.PEREZ WE-11245T
CANDELARIO PRIEGO WE-12181T J.SOCORRO GARCIA WE-11112T lUlS A.MUNOi RAMIREl WE-11023T
CARIOS IXTA WE-11 l O6T JAIME ROGEUG HERNANDEi WE-5291AT MANUEL BARRAGAN WE-10925T
CARLOS LEYVA BARAJAS WE-12620T JAMES PAUL SPECK II WE-10858AT MANUEL BRIANO WE-8791 AT
CARLOS RAMOS WE-11263T JESUS M.SARABIA PENA WE-11450T MARCO A.CASTILLO REYES WE-13429T
CELEDONIO R.MANZANO OLEA�E WE-10984T JESUS A.MONTES� WE-11014T MARCO A.PADILLA JIMENEZ WE-8621 AT
CELESTINO PERE2 WE-11243T JESUS E.GARCIA ARCE WE-137231 MARCOS RICHARD-MARTINEZ WE-10989T
CESAR GUADALUPE VALENZUELA REYES WE-11016T JOEL IOPEi WE-10811 AT MATEO ARVIZU WE-10151 AT
CESAR WENCESLAO WE-10968T JOEL MARTINEZ WE-10992T MELCHOR LEMUS WE-11237T
CUAUHTEMOC AME2CUA QUE2ADA WE-14058T JOEL ORTIZ WE-11039T MICHAEL ALAN DA SILVA II WE-12207T
DANIEL CHAVARRIA WE-10292AT JOEL M.RIVERA WE-11273T MICNAEL LOUIS YOUNG WE-11687AT
DANIEL ELIZARRARAS WE-13611T JOHN LEE PINEDA WE-10367AUT MIGUEL AYALA WE-10924T
DANIEL RIVAS WE-10850T JONATHAN GARCIA HERNANDE2 WE-13989i MIGUEL MACIAS WE-10978T
DANIEI WILLIAM VILLA,II WE-13609T JORGE ARREOLA-HERNANDEi WE-11321 T MIGUEL A.VALERIO AJAL WE-13848T
DELFINO AGUILAR-MORALES WE-10900T JORGE DUENAS WE-11144T MITCHELL ANDREW OWENS WE-12619T
DEMEiR10 LIRA WE-11323T JORGE JIMENEZ WE-111 lOT NELSON R.AGUIRRE WE-10901T
DEMEfR10 OSEGUERA WE-11043T JOSAFAT MONTOYA WE-11015T NESTOR M.CABRERA MORA WE-13613T
EDIBERTO SERNA SALA2AR WE-11051 T JOSE AGUAYO WE-10899T NICOLAS GODINA WE-11907T
EDUARDO AVIIA WE-10812T JOSE ABEL CANCINO WE-11192T OSCAR GUTIERREZ WE-12183T
EDUARDO HERNANDEZ WE-12917T JOSE AGUSTIN CARRILLO WE-11200T PEDRO CUEVAS WE-11165T
EDUARDO VARGAS WE-11058AT JOSE M.CORTE2 TORRES WE-8539AUT PEDRO GARCIA WE-11168T
EDWIN ANTONIO FUENTES WE-12777T JOSE R.GRANADOS WE-11186T PEDRO ADALBERTO HERNANDEZ WE-11095T
ALTAMIRANO
FAUSTO GU2MAN WE-11083T JOSE JIMENE2 WE-11108T PEDRO SANDOVAL WE-11301 T
fELIX GARCIA WE-11110T JOSE JIMENEZ HERNANDEZ WE-11113T RAMON ZUNIGA GOMEi WE-10911T
fELIX HERNANDEZ WE-2031AT JOSE MANUEL JIMENEi URQUIZO WE-11111T RANULFO PERALTA CASTANEDA WE-11202T
FRANCIS LEO MALABUYOC WE-12279AT JOSE INEZ MANCILLA WE-10983T RAUL JIMENEZ DURAN WE-13865T
fRANCISCO URENA JIMENEZ WE-11015T JOSE M.CHAVARRIA MANiO WE-11210AT RAUL MANZO HERNANDEZ WE-10985T
FRANCISCOLOPEZ WE-10952T JOSERODRIGUEi WE-11211T RAULTELLEiTAPIA WE-11138T
FRANCISCO RAMIREZ WE-11259T JOSE ALEJANDRO VALENZUELA WE-11674T RENE ROSALES WE-7941AT
FRANCISCO VILLANUEVA WE-10965T JOSE A.AIVAREl WE-10908T ROBERT EDWARD KNIGHT WE-11564T
FRANCISCO F.WENCESLAO BARAJAS WE-10969T JOSE ALFREDO GON2ALEZ WE-6475A1 ROMUALDO GAETA LUNA WE-11165T
fRED LOPE2-PASTOR WE-13988T JOSE LUIS DELREAL WE-11231 AT SALOMON SILVA WE-11053T
11
Setting fhe Gold Sfandard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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West Coast Arborists,Inc.
PROJECT APPROACH AND MANAGEMENT
Implementation Plan
To ensure the quality of work and the level of service
expected, WCA abides by a well-defined quality control Special shifts including
plan that incorporates the following:
weekends and evenings
• Certified personnel
• Safety can be a��anged in
• Pruning specifications and guidelines acco�dance with the
• Sound equipment Agency 's specifications.
• Public relations
• Proper traffic control
• State-of-the-art communication systems
Area Manager: Martin Cortez
ISA Certification #: WE-8689A
TCIA CTSP #3312
ISA Tree Risk Assessment Qualified
The project Area Manager will be the central point of contact and will work cooperatively with
Agency staff, local residents and business owners, etc. The Area Manger will provide overall field
supervision and crew management.
Daily Management
Daily management will consist of, but not be limited to:
• Email notification complete with location, crew, equipment type, and work description
• Supervise crew personnel to insure proper pruning standards are followed in a safe manner
• Traffic control setup and maintenance of work zone
• Ensure work area is left free of debris at the end of shift
• Maintain record of work completed each day
• Maintain good public relations at all times
• Provide immediate notification to Agency Inspector upon damage of personal property
including a plan for corrective measures to take place within 48 hours
Weekly Management
• Weekly management will consist of, but is not limited to:
• Weekly inspection of work completed
• Meet with the Agency to review work schedule and progress
• Insure standards of pruning are performed in accordance with Agency specifications
• Maintain open communication
12
Setting fhe Gold Sfandard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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West Coast Arborists,Inc.
� - . _�- �~
Scheduling of Work __
The Area Manager is responsible for scheduling work which ""�� �- ��' -
shall conform to the Agency's schedule of performance. We �� e e� . - .
recommend equal distribution of work throughout the course � �__ _
of the fiscal year. Notifications will be provided to residents -
prior to the start of pruning operations in said area. All work '� � �
will be performed in a cooperative manner as to cause the
least amount of interference or inconvenience.
Public Notification
Upon Agency staff approval, WCA will post a door hanger notice prior to commencement of grid
pruning (within 24-48 hours). After tree plantings, door hangers will be provided to residents
instructing them on the proper care for their newly planted tree. For more comprehensive
outreach we can also submit a press release for special projects or routine maintenance. The
Agency may modify the procedures and materials to which we notify residents.
Communication Systems
Our use of modern and reliable communication systems affect our daily job performance by
increasing our efficiency. Management and Field Personnel utilize smart phones as both
navigational and communication devices in the field. Smart phones have proven to be a
convenient method to input data as related to tree inventories, daily work records, timesheets,
photos, and billing information; eliminating the need to handwrite data and improving customer
service by minimizing response time.
Permits and Licensing
WCA will procure a City Business License as necessary, and any "no-fee" permits prior to
commencement of work. Permits (i.e., encroachment, traffic control, etc.) requiring fees will be
charged back to the Agency.
Right-of-Way
All work will be performed in the public right-of-way. Employees will not utilize private property for
eating, breaks or any other reason or use water or electricity from such property without prior
written permission of owner.
Cooperation and Collateral Work
WCA will give right to operate within the project to the Agency workers and/other contractors,
utility companies, street sweepers, and others as needed in a cooperative effort to minimize
interference in daily operations.
Project Site Maintenance
Work site will be left free of debris at the end of each workday. We will not discharge smoke, dust,
or any other air containments in quantities that violate the regulations of any legally constituted
authority.
13
Setting fhe Gold Sfandard
�• • ' ��' � �• • •• �• •: 1 •
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publiG nol�ces Craw peAorma work work order R.Inraniory; BYling DepaAmenf
fhen submlta to allice prepares Invdce
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work,lnforms fhe Aganty& Crsw pedQrmt wark order t�inventory; DMng DeparfinsilT
gMes work order fo Foroman fhen aubrteNs io ofNee preparea Invofee
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Wark raqueat reesivad �R preparea work CSR gtves wark order ta yy,�a.der fa gh+en
from Customer order t ordara hes(s)from Area Manager to achedul� {p ry��pp�man
� Nvnery Manager wark i inform the Agency
o� nglr �' • pr�paie`s' �es: pIa " '' ti�e
• - •• - � � • - •
Emergeney r�equeat received On-Call Superviaor Svpervlsor treaMa �ew pee�orms nacaaaary
Irom Cuafomar dispatehea Fmergeney Crew �°rdsr!,aenda w�}o enwre sa�ety
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thal work Is eamplefe eample�e work fhen tums In
Wark requeat received CSR cretites a work order a Area Mancger achedules fhe Wark order ia given fo the
from Cuatomer givea ta Area Monoger work�IMorrro ihe Cityr PHC Advisae/Appliccsbr
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(as needed) Mvenfory:lhen fums in .����� -
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DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
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West Coast Arborists,Inc.
CLIENT REFERENCES
West Coast Arborists understands the challenge that many cities face to reduce the cost of tree
maintenance services, while increasing the level of performance. Utilizing our services as a
valuable, cost-effective resource, cities are able to provide better services to their community.
These contracts cover a range of services from providing emergency response to maintaining the
Agency's entire urban forest.
CITY OF ONTARIO SINCE 1998
The City of Ontario and WCA have been working together on the City's urban forest since 1998.
Requested work under this contract includes grid pruning, palm pruning, tree and stump
removal, tree planting, a GPS tree inventory and other arborist services including report writing
��TY<��-�� and plant health care for pests and more.
��T��,,�,���� Contact: Phillip Marino, Parks &Maintenance Supervisor
303 E. B Street, Ontario, CA 91764- (909) 229-6557- pmarino a ontarioca.gov
ANNUAL BUDGET:$2,600,000
CITY OF CORONA SINCE 2006
The City of Corona and WCA have been working together on the City's urban forest since 2006.
- City crews maintain the landscape maintenance districts.The City has initiated a removal
project where dead, diseased, and dying trees are being phased out. In turn, the City has been
CORONA p�anting over 100 trees annually.
' 1111�IN�Iriill
Contact: Moses Cortez, Parks & Landscape Supervisor
755 Public Safety Way, Corona, CA 92880- (951) 817-5728- Moses.cortez@ci.corona.ca.us
ANNUAL BUDGET:$3,000,000
CITY OF FONTANA SINCE 1994
WCA has serviced the City of Fontana for over 25 years. In addition to maintaining the City's
��� street &park trees,we provided a GPS tree inventory using ArborAccess.The inventory allows
them to budget and properly plan the maintenance of their urban forest. With a tree population
of over 60,000 trees,the City utilizes a grid pruning cycle.
T'O'�T��\;� Contact: Chuck Hays, Public Services Director
16489 Orange Way, Fontana, CA 92335 - (909) 350-6530-chays�p,fontana.orq
ANNUAL BUDGET:$1,300,000
CITY OF REDLANDS SINCE 2004
- WCA provides complete urban forestry management for more than 38,000 trees, including tree
,�`.��� ?� �, pruning, removals, planting and emergency services. We also provide inventory updates to the
' �� ' ' `� City's own inventory database.
.�,� ;
;�.����' ' Contact: Erick Reeves, Parks Division Coordinator
- 1270 W. Park Ave. #J, Redlands, CA 92373- (909) 798-7853- ereeves2��.'cityofredlands.orq
ANNUAL BUDGET:$200,000
CITY OF LAKE ELSINORE SINCE 2004
WCA provides the City of Lake Elsinore with citywide tree maintenance services.This work
includes maintaining the City's grid pruning cycle,service request pruning,tree and stump
"`;`'' j'; removals, tree planting, GPS tree inventory updates and emergency response.
LH I�l:�,�.�I1V��1�_
.��; ,..,;> , . Contact: Chris Erickson, Public Works Supervisor
521 N. Langstaff St., Lake Elsinore, CA 92530-- (951) 674-5170- cerickson@lake-elsinore.ora
ANNUAL BUDGET:$212,000
15
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DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
,
_j�
West Coast Arborists,Inc.
TEAM MEMBER RESUMES
Meet the Team: Project Team
,
� {r NICK ALAGO Regional Manager/V.P.
�
Mr.Alago has been with WCA since 1999. He has nearly 35 years' experience in the arboriculture
field. He started with WCA as a Foreman and was continuously promoted reaching the status of
Area Manager. For over 10 years, he excelled as an Area Manager for the Inland Empire and was
promoted in 2020 to Regional Manager.As a Regional Manager for the Los Angeles and Inland
Empire areas, he oversees the operations and provides support to the Area Managers. His extensive
knowledge of the urban forest is a columniation of experience and continued education as well as
certification that is offered in the industry.
• ISA Certified Arborst #WE-4396 AU
• TCIA Certified Treecare Safety Professional (CTSP) #250
• ISA Tree Risk Assessment Qualified
• TLC Wildlife Aware Certified
MARTIN CORTEZ Area Manager
Mr. Cortez has been with WCA since 2006. Martin has worked as a groundman and trimmer. In time,
his efforts were recognized as he is experienced a number of promotions:from Crew Leader to
Foreman to Supervisor to now being the Area Manager of Riverside County and beyond. Today,
Martin is responsible for field operations and management of crews. He is also involved in
scheduling, evaluation, and production of street tree maintenance. He currently manages
contracts for all of Riverside County customers.
• ISA Certified Arborist #WE-8539 AUT
• ISA Tree Risk Assessment Qualified
• TCIA Certified Treecare Safety Professional (CTSP) #2958
�
MARCO PADILLA Project Supervisor
As Site Supervisor, Marco is a full-time employee and speaks fluent English. Marcol started his career
with WCA in 2003,working his way up from groundman to Foreman and Supervisor. He is responsible
for reviewing the day's activities, assisting the Area Manager in scheduling, and ensuring proper
safety procedures are being followed.As Supervisor, he will communicate with City officials and
other interested parties on a daily basis. Report and resolve malfunctions, damage, or industrial
injury. He also assists in employee training programs, maintaining records, and filing daily reports and
receipts.
• ISA Certified Arborist/Tree Worker Climber#WE-0818AT
• TCIA Certified Treecare Safety Professional (CTSP) #575
• ATSSA Traffic Control Technician #459650
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,
r_.i
West Coast Arborists,Inc.
�,;f LEONEL CORTEZ Project Supervisor
As Site Supervisor, Leo is a full-time employee and speaks fluent English. Leo started his career with
WCA in 2002 as a groundsman and has an extensive knowledge of arboriculture and tree
maintenance for municipalities. He is responsible for reviewing the day's activities, assisting the Area
Manager in scheduling, and ensuring proper safety procedures are being followed.As Supervisor,
he will communicate with City officials and other interested parties on a daily basis. Report and
resolve malfunctions, damage, or industrial injury. He also assists in employee training programs,
maintaining records, and filing daily reports and receipts.
• ISA Certified Arborist/Tree Worker Climber#WE-8625AT
• TCIA Certified Treecare Safety Professional (CTSP) #3891&TCIA EHAP Certified
• TLC Wildlife Aware
Meet the Team: Support Staff
�
�y
,� REINA GODOY Customer Service Rep. (CSR)
.l`
_,.-
Reina joined WCA in 2017 and has since been providing customer service to the Riverside region
and is the office manager for our office in Grand Terrace. As the CSR (Customer Service
Representative), Reina is responsible for providing support to the Area Manager,Site Supervisors and
crew.She is to act as a liaison between the company and it's clients as well as the general public.
Reina is responsible for responding to customer service inquires and facilitating contracting
functions,such as: mapping, underground service alert, data entry, field book preparation, list
preparation, etc.
e
� ANDREW PINEDA GIS Manager
Andrew Pineda has been with WCA since 2018.As WCA's GIS Analyst, he works on a wide range of
projects including tree inventories scope and collection, iTree analysis, tree canopy assessments,
tree planting prioritization,ArborAccess training, grant funded tree planting projects, and much
more. He was worked with tree inventories of all sizes from small campus inventories with less
than 5,000 trees to large California cities with over 140,000 trees. He has in-depth knowledge and
understanding of tree inventories, urban forestry best practices, and spatial data. He has also
participated in the conversion of tree inventories and the newest version of ESRI ArcGIS.
• ISA Certified Arborist #WE-12738A
• M.S. Geographic Information Science (GIS), CSU Long Beach
• B.A. Environmental Sciense, Boston University
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DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
PRE-JOB BRIEFING
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DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
Pre-Job Briefing
Created by ADAM RODRIGUEZ (E0409)
Job and Location Customer: COUNTY OF ORANGE - FACILITIES
Date: 8/29/2019 at 7:50 AM
Job Number: 51083
Work Order: 0
Lo�ation: 90(}N Malden A�e, Fullerton, CA 92832, lJSA
MaE?
Scope Today we will be trimming.
. Trimming
Surroundings Temperature is currently b9 degrees, mis[.Todays' high will be ruear 73 with a law near
. Slopes G5. Winds are out oF the south-southwest aro�and 4 mph. B� sure to use kh�C75HA heat
. Brrds Flyrng In/C]ut of Canopy app throughaut the day for the latest conditions. We wi�l be working on or near slopes.
• Cavities and Nests Signals of wildlife in the area include birds flying in/out of canopy, cavities and nests,
. White Wash/Droppings white wash/droppings, and bird/bee/other animal sounds.
• Bird/Bees/Other Animal Sounds
Property Hazards Property hazards include landscape, hardscape, and underground utility. These hazards
. Landscape are caused by falling branches from removal or trimming, vehicular traffic, foot traffic,
. Hardscape Stump Grinding, and Planting.They can be prevented by rigging, caution and
. Underground Utility awareness while walking or driving, caution and awareness while driving or operating,
knowing USA markings, and caution using stump grinder.
Injuries Injury hazards include cuts, struck by, sprain or strain, electrocution, foreign object, fall,
. Cuts heat and cold illness, amputation, crushing, and poisoning. These injuries are caused by
• Struck By chainsaws, pole pruners, pole saws, hand saws, falling limbs, vehicular traffic,
• Sprain or Strain pedestrians, uneven surfaces, improper lifting techniques, electrical lines, saw dust,
. Electrocution accidentally cutting rope, obstacles, being aware of extreme temperatures, rotating
. Foreign Object parts on machinery, falling tree, heavy logs, poison ivy, bees, and snakes. They can be
. FaII prevented by two handed chainsaws, hanging tools appropriately, staying away from
. Heat and Cold Illness work area, being aware of traffic at all times, being extra cautious, lifting with legs and
. Amputation not back, maintaining a minimum seperation distance, being aware of electrical lines,
. Crushing wearing appropriate PPE, staying focussed while trimming or walking, drink enough
. Poisoning water, knowing the symptoms, keeping protective guards and covers in place, following
safety procedures, staying focussed while trimming or removing, staying clear of
landing zone, being aware of your surroundings, and PPE caution.
Drop Zone Proper Drop Zone Identified.
Equipment We will be using PPE, chainsaws, chippers, boom trucks, and hand tools. Re�iew your
. PPE equipment for hard hats, s�fety glasses, hearing protection, chaps, work hoots,
• Charnsaws sharpened, no broken, missing, or worn parts, safety features in good repair, greased,
. Chippers all fluids at proper levels, always chip from the side only, no leaks, no holes on bucket,
• Boom Trucks boom arm cleaned, no missing bolts, no broken cables, no broken handles, and
. Hand Tools everything is in good repair.
Assignments . ADAM RODRIGUEZ: Clean Up.
• CANDELARIO PRIEGO: Trimming.
. SALVADOR ESCOBEDO: Clean Up.
Employee Signature
E1319 - CANDELARIO PRIEGO � �
x
E0409 -ADAM RODRIGUEZ
k
i
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
CREW EVALUATION
CI�EW EVAL[1ATlfl1*! q
Is the dallar per ntan goal being � �' __ �yd
ntet
1+V:rs a}�}�hrfeTing ci�ne toclay �� F�'" -- !y`^�
Is the�rew cising the prr�per ❑ �,P~ � � �
Aa•e�m��layees wearing proper Q �`~ � I :� retycling faciliry
saf�ety geti r
�
Is�ny eiriployee attending 0 j�'' ��
Is the jol�site well org�nized& Q � � P :;� classes
stife
Is aiiy employee intereste�i in Q �� � ' ' �
Is the�qpi i�i boo[�condiLi�rl& � � � �.�"d he�onain�certified --
�34'lil€;[3[71.1'c'iTFC,�.S'�{Q2�7
Is aiay em�loyee 6eing trained Q � ' � �s'�
e1i�e rm�iny�es!`nllaFving WCA [1� � � [-•_�J in�nnther j�asiTinn --
saf'ety gtair�eljnes
nrp ihere any employees with � �� _'_� ��
r�i•e[lr�os•hartgers being used Q � �l C.��: challenges
Is cluality custorner seruiee [� ��^* �?=,;f �id the Tnreman check in with � �� �l �
heing perforined their CSFt or City�lnspe�tor
IJr�es th�Citq�ha�e�1iy^ �_I F�' :�;� Is the pape��work current, 0 y� �l �+
cflncerns � complete&Iegil�le
Is I'oremanfCrewleader present LJ �.d�s � CornmentsJCni�eerns ❑ � � �
Is�he crew Ualance alcay Q � � �;� All GaQd � ��'� � "�a�
Is the erew (Ullnwfng AI�SI,15A [� A,+�� ��'� Is the erew fpllvwing � ��� �' [�
f3MP&City standards hear illness pre�e�ation
requirements
Is the�rew eampleting work nn � ��� ' �,�;� � -
a blocl��ay hlock basis Has[he erew scher�uled theia• �] #�# ' ' �j
meal pea-ind�icCnre thc fifth
. . . ., .. . �� _� . f 5[h}hniar
REVI�W CREW EVALUAi14N F2EVI�W CREW Li�`ALS.1AFdt7PJ
�
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
,�-�:��'�t�UALITY & SAF�TY EVALUATI�]N CHECKLIST
INSPECTOR: HUGO ANGEL RINCON DATE: 8/30/2019
FOREMAN: JOSE M. MUNIZ GARCIA AM: JUSTIN LEE MENZEL
LOCATION/CITY: 1 1 1 E 5TH ST, TEMPE, AZ 85281, USA / CORE CONSTRUCTION
s a s
1 1��a'as a jc�k� 6ri�fin�; ci_:•nt- ��_��_'�ry
2 Are employees w�car�ng proper safety gepr �✓ �
3 Is the jobsiTe wel{organized 8� scsfe � � sidewcr4k elvsed with pi�nty
CfL'6iF'I-GGptloll C7nC� CplJ4i4f1 tp 4'
4 Is rhe eqpt in goad cQnditian$ being aper�ted sa#ely � �
5 Are employees fa6lpwing VYCp safety guid�elines � �
� Are dvon c�angers k�eing usa�{ Q �✓ naF Recessary for this{�rajeCt
7 Is quc�lity tustomer ser�rice being perf4rme+� � �
8 Daes rhe Ci�y h�ve a�,y concerns � � try to finish this job an schedule.
9 Is ForemanlCrewieader present � ❑ removing the trees,
10 Is the crew balance vkay � �
l 1 Is the crew fo9iowirvg AiV51, ISA BMP& City standards � �
}2 Is�he crew cvmpEeting wark an a �alvck k�y blvck k�asis �✓ Q
1� Is the dollpr per mpn gopl being met � �
14 Is the crew using the proper reeyePing foCility � �
15 Is rany emplayee attending clpsses � � rrot at this rime
�d fs aa�y employee inter�sted in becoming�ertified �✓ � Jose I tf�ink he�s recsdy far�is cr�rtifi�d
Arbaris#
l7 Is pr�y emplvyee being trt�ined in pnot�er pvsition � � Jose is working with Pedrv.
1$ Are th�re any ert�pioy�es wet�chc��lenges ❑ � no
l�i Qid th� Foreman check in with their C5R or City fnspector � �
2p Is the pc�pe�rwcark c�rrent,eamplete 8, I�giF�1e �✓ �
21 Crrmmee�Ss�Con�erns � � 5e�e Bekaw
22 ,41i Gavcl � �
23 Is the crew follow�ng heat iilness prevention requirements � � fhe cre has pienty coa!clean wc�ter
3� Has the crew scheduied their r�iepl periad before the fifth � �
5th hvur
COMMENTS�CONCERNS: the crew if working at City Hall removing some trees Jose is doing a good job
�' �'.
x x� j° �—
_ r
Foreman/Crewleader Signature Inspector Signature
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
APPENDIX A: EQUIPMENT & CERTIFICATIONS
Equipment ' ' - '
FiUk.U�TrU��k.s ,��
Our modern fleet undergoes daily inspection prior . ��
�e�i�:Li=t Ca�v��.V=
to use to ensure efficiency and safety. All g,�;t,�,eFi�l Gevice= 18
equipment is routinely serviced, painted, and '
detailed. All equipment used during the duration of �u�'�'� �`u`�` ��� "'"°� _
this project will meet state and federal safety Fint Beds � � :;� � � ,*
requirements and have all up-to-date certifications, Fe:�Sef��wic�TfU:�k_ 32 � �. �
as required. ���������^ ��
,=�T'�= 24 # ' '
CHP Biennial Inspection of Terminal stU��c=f����f� 67
Certification ����aF= �6
We have successfully been awarded the CHP RuL�er Track Lc�dpr 1
Biennial Inspection Award of Recognition. This ���.}�fl�f7�FP� �
inspection has assisted our company in instituting ��i��.�TFUcku �4
several safety programs, as well as our Preventative �a,ti,��i�i � .
Maintenance Program utilized by our in-house fleet L���kid�er 4
department. The inspection reviews our vehicle
maintenance and repair records, our procedural
E�ck H�e�• �
methods and policies for vehicle maintenance and ��u�l,Chi��er� i�9
operations. This certification ensures that our `'��'�' '� .
vehicles operate safely. Tct�ct❑ P�ius � �
T^�{ct� Y��ris 9 .
Telematics (GPS) F�f� �r,��ai� 4 � . =y'�'; ,
WCA has partnered with Geo-Tab to provide GPS
units on all vehicles and equipment. This investment has given us and our customers the following
benefits:
• Provide faster response times and more efficient routing allowing us to service more customers
• Lower operational costs by optimizing our fleet size,reducing labor, overtime, and insurance, and
minimizing costly vehicle repairs
• Decrease fuel use by monitoring fleet fuel economy and �,���.��.���v��.Fr,�,FFTo�,
saving on unnecessary fuel expenditures �
• Reduce emissions by helping drivers improve their habits � _ - ���
such as speed and idle time, and reducing total miles - (�j�
driven which will significantly reduce harmful
greenhouse gas emissions o
, � o
• Improve dispatching with landmarks and driving �
. 321-JOSC 0.GUSTIN CARAILLO
directions, GPS units helps us to better dispatch so that �,r ,n.v,��„-��:,.�M
we can service more customers, faster �""`"s °"""'�
���:a
NParoet ncteracs: . -.
• Recover stolen vehicles reducing liability costs which 17011743FNI�LxiC+�ckD� -
can be passed on to customers CAyZ631 F"°"`""
osn
�
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DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
. - . - . . - � - . .
Aerial Tower 2012 FORD F650 TECO W/65' 3FRNF6HP4CV246833
Aerial Tower 2019 FORD F750/TEREX - XT PRO 60 1 FDNF7AY7KDF03761
Aerial Tower 2019 FORD F550/TEREX LT 40 1 FDUF5GY4KDA04858
Aerial Tower 2002 GMC C7500/COMBO HI-RANGER XT5 1 GDL7H 1 E52J507471
Aerial Tower 2018 FORD W/HI-RANGER F750 w/ HIRANGER 1 FDPF7AY4GDA02388
5FB-52
Aerial Tower 2017 FORD F750W/TEREX XTPRO 60-70 1 FDPF7AYOHDB07057
Aerial Tower 2008 FORD F550 W/HI-RANGER TL38P 1 FDAF57R18ED97801
Aerial Tower 2019 FORD F750/TEREX XT PRO 56 COMBO 1 FDNF7AY3KDF02753
Aerial Tower (90') 2017 FORD F750 W/1090i BOOM 1 FDPF7AY3HDB05996
Aerial Tower (90') 2019 FORD F750 W/1090i BOOM 1 FDPF7AY4KDF08781
Arrowboard 2013 WANCO SOLAR ARROW BOARD
Arrowboard 2018 WANCO ARROW BOARD 5F1 1 S 101 1 J 1004467
Arrowboard 2015 WANCO WTSP55-LSAC ARROW BOARD 5F1 1S1015F1004804
Chipper 2018 VERMEER BC1500 BRUSH CHIPPER (GAS) 1 VR2181 V3K1009416
Chipper 2013 VERMEER BC1000-49 1VRY11199D1020041
Chipper 2013 VERMEER BC1000-49 1VRY11195D1020036
Chipper 2011 VERMEER BC1000-49 BRUSH CHIPPER 1VRY11193B1016399
Chipper 2013 VERMEER BC1000-49 1VRY11198D1018961
Chipper 2011 VERMEER BC1000-49 BRUSH CHIPPER 1VRY11194C1017420
Chipper 2011 VERMEER BC1500 BRUSH CHIPPER 1VR2161V6C1002868
Chipper 2012 VERMEER BC1000-49 BRUSH CHIPPER 1VRY11192C1017593
Chipper 2011 VERMEER BC1000-49 BRUSH CHIPPER 1VRY11196C1017192
Chipper 2018 VERMEER BC1200 BRUSH CHIPPER (GAS) 1VR7141YOH1003087
Chipper 2018 VERMEER BC 1500 BRUSH CHIPPER 1 VR2181 V3J 1009009
Chipper 2016 VERMEER BC1500 BRUSH CHIPPER 1VR2181V7H1008410
Dump Truck 2018 FORD F450 STUMP TRUCK 1 FDUF4GY6JED03724
Dump Truck 2019 FORD F750 CHIPPER TRUCK 1 FDNF7AY9KDF02725
Dump Truck 2019 FORD F650 CHIPPER TRUCK 1 FDNF6AY1 KDF1 1817
Dump Truck 2013 FORD F650 DUMP TRUCK 3FRNF6HP2CV246832
Dump Truck 2018 FORD F750 1 FDNF7AY4KDF01787
Dump Truck 2018 FORD F750 1 FDNF7AY6KDF01788
Dump Truck 2018 FORD F350 STUMP TRUCK 1 FDRF3G68JED01228
Dump Truck 2015 FORD F550 SUPER DUTY 1 FDUF5GY5GEA85032
Dump Truck 2015 FORD F650 CHIPPER TRUCK 1 FDNF6AY5GDA03034
Dump Truck 2017 FORD F650 CHIPPER TRUCK 1 FDNF6AY9HDB05180
Dump Truck 2017 FORD F550 CHIPPER TRUCK 1 FDUF5HY3HED72045
Loader 2021 CATERPILLAR 908M WHEEL LOADER CAT0908MVH8804944
Loader 2021 CATERPILLAR 908M WHEEL LOADER CAT0908MAH8805187
Loader 2012 CATERPILLAR 908H2 CAT0908HCJRD00584
Loader 2018 CATERPILLAR 908M WHEEL LOADER CAT0908MHH8803426
Mechanic Truck 2015 CHEVROLET 2500 MECHANIC TRUCK 1 GBOCUEG9FZ520128
2
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DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
Pickup 2020 DODGE RAM 2500 PICKUP 3C6MR4AJ3LG181253
Pickup 2018 DODGE RAM 1500 SLT PICKUP 3C6JR6ET9JG171 138
Pickup 2018 DODGE RAM 2500 3C6LR4AT5JG176971
Pickup 2018 DODGE RAM 1500SLT 3C6JR6ET6JG143345
Pickup 2019 DODGE RAM 1500 PICKUP 3C6JR6ET7KG572169
Pickup 2014 FREIGHTLINER 108-SD 3ALHG5CYXFDGA5076
Pickup 2013 VERMEER BC1000-74 1VRY11197D1019759
Pickup 2014 DODGE RAM 1500 3C6JR6DT9EG280884
Pickup 2015 DODGE RAM 1500 PICKUP 3C6JR6DT2FG626307
Pickup 2018 DODGE RAM 1500 SLT PICKUP 3C6JR6ETXJG304635
Pickup 2019 DODGE RAM 1500 PICKUP 3C6JR6DT8KG522656
Pickup 2019 DODGE RAM 1500 PICKUP 3C6JR6DT3KG522659
Pickup 2020 DODGE RAM 1500 3C6JR6ETOLG210797
Pickup 2016 DODGE RAM 1500 PICKUP 3C6JR6DT8GG245515
Pickup 2021 DODGE RAM 1500 3C6JR6ET3LG210793
Pickup 2015 DODGE RAM 1500 PICKUP 3C6JR6DTXFG651715
Pickup 2016 TOYOTA TACOMA SR5 3TMBZ5DN8GM004631
Pickup 2016 DODGE RAM 1500 PICKUP 3C6JR6DT9GG326233
Pickup 2017 DODGE RAM 1500 3C6JR6DTXHG738291
Pickup 2016 DODGE RAM 1500 PICKUP 3C6JR6DT7GG326246
Pickup 2017 DODGE RAM 1500 PICKUP 3C6JR6ET3JG140015
Pickup 2019 DODGE RAM 1500 PICKUP 3C6JR6ET4KG581847
Roll-Off Truck 2019 FREIGHTLINER 108SD ROLL OFF/PUSHER VALEW 1 FVMG5D2XKHKG8662
Roll-Off Truck 2015 FREIGHTLINER 108 SD ROLL OFF 1 FVHG5CY5GHHD7903
Roll-Off Truck 2019 FREIGHTLINER 108SD ROLL OFF/PUSHER VALEW 1 FVMG5D26KHKG8660
Roll-Off Truck 2018 FREIGHTLINER 108SD ROLL OFF/PUSHER 1 FVMG5FE5JHKA6396
Stump Grinder 1997 VERMEER SC252 STUMP GRINDER 1 VRN071 FXT1001057
Stump Grinder 2018 VERMEER SC802 STUMP CUTTER 1 VR2151 J 1 J 1003107
Stump Grinder 2018 VERMEER SC802 STUMP CUTTER 1 VR2151 J4K1003121
Stump Grinder 2005 VERMEER SC802 STUMP GRINDER 1 VR2151 J661000145
Stump Grinder 2015 VERMEER SC802 STUMP CUTTER 1 VR2151 JOG1002054
Trailer 1996 VERMEER TRAILER CARRIER FOR G46 1 VRN091 J2T1000517
Trailer 1990 LEE TRAILER AH76416 2 AXLE TRAILER 4LCAT07S2L1001476
IN-HOUSE FLEET MAINTENANCE
We currently have more than 1,500 pieces of fairly new equipment that enables us to replace
equipment immediately should there be any unforeseen mechanical problems. We employ over
3
Setting fhe Gold Sfandard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
50 full-time mechanics that perform an in-house fleet maintenance program. This allows our
equipment to be in good operating condition necessary for accomplishing the City's needs. Our
mechanics generally work on one particular line of equipment, and by keeping our equipment as
uniform as possible our mechanics really get to know the equipment inside and out minimizing
down time. Equipment is assigned to different crews and if the crew is shared with another
contract the equipment will be as well.
PREVENTATIVE MAINTENANCE PROGRAM
All WCA equipment goes through our Preventative Maintenance program. From our solar
powered arrow boards, to our Freightliner Roll Off trucks. Our mechanics generally work on one
particular line of equipment, and by keeping our equipment as uniform as possible our mechanics
really get to know the equipment inside and out minimizing down time.
SUSTAINABILITY
Over the last few years, we have invested heavily in new equipment to keep our fleet modern,
comply with state requirements, meet demand and reduce our effects on the environment. We
understand with a fleet as large as ours that we are responsible for the amount of emissions our
vehicles produce and actively make an effort to monitor and reduce our carbon footprint.
�� . '
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- �I �. ='� =�m r - I �'�
_ ��f�� , ,.; � „�;�„� � � Th�ough ou� ability to
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...��� }`� t� �y i� � ,��. a ��� dedicate specific
�; ����� �=� � �., s T�.
` pieces of equipment for
`.�� _ � �^ � �..��_
:.��� � ��° �`�� �� � � this pr�oject, we believe
,.. • ,��. .�_ �{ �r.� �.o
�% " :�,�,f ' -
'`;� -"�'�� �' "�""'` it will lead to a
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4
Setting fhe Gold Sfandard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
OSHA Certification of Aerial Equipment
Ti11ey Crane fnspection Service Ga.,Inc.
STAT€OF CRANFS
CALIFORldiA �ERRICICS
ACCREofYRTepy AEP.�hL UEVIG£S
N�.CA�3 H[3iSTS
� DIELECTRIC TEST R�POR7
TO: Wesi C�ast Arbanisis
2204 E.V1a$urton�utreta!
Ariaheim,CA $280G-1221
8E iT HERE6Y ICNOWN TNAT:
On Ocla�ier 1 i,���7,TIIley Crane lnspeclivn Serviee Gu.,Inn.comphetetl a
pielecfric TasF a�4fi KVbC an the following uniC
Ha FtangerAerial�e+nce
Model Na. LTAO
Seriaf A[a.. 2171 pS1 i 16
Dwner's Identifcation: A-346 Tilley Crane fnspectivn S�rviee Co.,lnc.
Tt�is unit passed at.00�mioroamperes. cAi ORMIA. I I R Ck5
ACCiiE�ITATI ON �ERIAI.SIEVICES
HQ.�p,-33 k+715I5
f _��]_ ������—�{- � �IEL�CFRiC T�ST fZ�f��R�' - - ��
l David S Til3ey,Enspector I
`CA-93 ,r`�
�
TO: West Caast Ar6oriats
2200 E.Vka 6urton SVeet
Anaheim,CA 92Bti6-7227
BE ITl1EREBYlfNQWH THAT:
p.0,6o�x 9129,YaWa L1nds,CA 82085-112g C�f1 C)C[ahef 1�,�(]�7,�II6Y C1'8116 if18pBCS1Oi5 SBrYiC9 G[7.e'�nF.G4mpl�t2d 9
e man:nnoyuaneay [Iielec4nG Tesf oi�5 FCl/DC pn th2 follny4ing un�l:
Hi RangerAenai De�ice
Motiel Na.: XT PRO 80
Sarial No.�. 2�&0865R86
Owner's 16ent�ca:io��. A-3B8
7h�s unh passed at.�@1 miGrp�mperes.
:� �4.� ���l �
�awed 5.TilEey,Iraspecfor ,�
SS
A-33 �
P.O.6ux 71Z9,Yu6a Llnda,CA B26S5.39Y9 f»dy 9'l0.136T Faz i�F4�el9-�Y12
E.malt:Iialr�cra.r��;Yanaa.cam
5
Setting fhe Gold Sfandard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
T'illey Crane fnspection Service Cv„inc.
SiAiE OF CAtiN€5
CA11F6RfYlA �ERRiClLS
ACCREUiSA710N AERIAL oEVICE6
NO.CA•33 +t0��8T5
�- pIELECTRfG TEST REPaRT J
T�: VYBstCoastAraonsts
22D0 E.Via Burton StreeY
Ana'heim,�A 939�06-'F221
BE 17 HERE�Y KNd]WH 7HAT:
Qn March 2A,2022.Tilley Crerre Inspeciton Service Co.,Inc.cnmpie4ed a�ietectric
Tast oF�9 KVOG an the fnllowing unit-
T�rex Aerial pevice
Modsl No.�10-901
Serial IV�.: 4735848
awner's Identifi�a[ion: A�435 Tiiley Crar+e Inspeetian 5e►vi�e Go.,f11C,
This�nit passed at.807 micraamperes. s�nre oF
CALIFpRNIA ew�n+es
-- RCCRE��YA7PpN OF.RRICk(S
''�� . .. �- MR.CA-73 P�€R44L�EUICES
j HOIS7 S
��„cr���_..�.� �_ ; /;'��:�+.
David S.7illey,Inspector
�`�3 -' bIELECTRIC TEST REPf]ftT ,
� - -
- �
ro: west coa$i arooriss�
azaa e.v�a�unnn sneae
a�ah��rn,�n szsaa-�aaa
P.4.9as 112g,Yarpe L�nda,CR 92&BS17,24 f7l4�97(]-1357 BE IT HERE$Y KNOWfJ THpT;
E msll:LLlFeyc'w�yaf�oaeem
On Jar�uary T9,2(122,Tlfley Crane Inspectian Servica Cn.,�rsc,cnmpleted a
[]ielectric Test aF89 KV�C on the follczwing ur�it:
7erex Aeria�Uevioe
tNodel No,; 7fT pRp fi017�
Senal Nd.: 22p11725$5
4wner's Identifcation: A-430
Thfs unit passed af.001 microamperes.
t � � - -
-.�'.
•{7avid 5 Tilley,Inspector`�� ''-�
CA-33 '`
i �
P.D,Bvx 7123,YOrCc Llnde,CA 92865-14P9{71dy 470-136P Fux�71aJ 97U•99i$
Ema1l�y1lpr���y�o.Epf.r�
6
Setting fhe Gold Sfandard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
CHP Commercial Vehicle Inspection Report
Our company has been assigned CHP Carrier Number CA68562 in the California Highway Patrol's
Management Information System of Terminal Evaluation Records (MISTER), which is an automated
file pertaining to the motor carriers operating in the State of California. MISTER gives the CHP
immediate access to emergency information about our company and enhances the CHP's
capability to monitor the overall safety operations of our company. Certificate below is valid for 4
years: 10/1 1/22- 10/11/26.
,-n,=,:F c,_,�:_�Fr<in Pago 1 nf�.�.W9�
{;fFa.f+iv�ri"`J'CnUf��.iisWInNIGi+Y�'AYPxTir.L ry�yydERYINALINFOf]MAt9l�} GAYWABER 'FREfAOEhIUN@ER �COUl61Y�ppE �9E❑ ..
SAFE7V COMF'LMANCE REPd�RYI �y� �Na b8S62 {s7�344 30
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Wrsi Cuas!Arbnrists,Inc [71d199P-19{IQ
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7
Setting fhe Gold Standard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
``��
West Coast Arborists,Inc.
Quality Control
Feedback
WCA regularly receives and tracks feedback from customers and residents as a means to
acknowledge good performance and provide prompt resolution for any negative comments.
Every month, a summary of the feedback is then reviewed by the management team.
Customer Service Department I
As we work with, or near, the public,
we are mindful that we will most likely N����tA�9m�
be the first person the public contacts. ' ;
We have a full-time Customer Service =°^�� °-•- ���- �
Department with each Customer � • °�°��w�°°�
,, �.,a„w�M�.,�,��,�,.,,�,�.«,aut.,,�,���.:<,���.,.�.�������,.�.a�.,,,�..�e,.,
Service Representative (CSR) trained ,,, �„�,�,�,,��,��,,,,�.,.„.,�,Po..�,_,a��.��..�.il�,�,.��,.�,�....,,�,sy���.,,,,
- �'w�:.:. ..�,.��,M.w.,�.��.�,�..,...,e.,��.,�.,�.�w�,_,..,���,��.�.,..,
in addressing concerned residents . '"`��w�'°'°��'����`�;'��� �� �"
and bystanders. " ��� '�
�o�..�„
IlpnFd Yar
Complaints 8� Damage �«d��
Ema�� �.�,9
.�'.a."o.w.3).±'9�.:?r+a..y^
Resolution WW ��
Should there be any property � � � ���
damage, we adhere to specific * �'�'`'r�Cat.:�E{r�r:�
procedures to resolve the problem. �
The Foreman on the job site will notify � -
the resident and the Inspector immediately.
If the resident is not at home, then we will leave a WCA card with instructions to call our Claims
Coordinator in our corporate office. The ultimate goal at each work site is to leave the property in
the same condition as before we entered it. We will notify the Agency Representative
immediately upon damage of private property including plans for corrective measures to take
place within 48 hours.
Any activities found by the Agency to be unacceptable will be rectified immediately. All other
complaints will be abated or resolved within twenty-four (24) hours of the occurrence. We have
teams specifically assigned for handling damage to properties, both private and public. Through
our communication system, we have the ability to dispatch either of these teams and have them
respond immediately to the site for proper repair.
We pride ourselves on professional workmanship to avoid these types of incidents, however,
should one occur, we take all appropriate measures to resolve the matter in a timely and efficient
manner.
Protection of Public and Private Property
WCA will provide all safety measures necessary to protect the public and worker within the work
area. We will maintain good public relations at all times. The work will be conducted in a manner
which will cause the least disturbance.
Setting fhe Gold Sfandard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
``��
West Coast Arborists,Inc.
Safety & Training
Safety Program
Safety standards are top priority at West Coast Arborists, Inc. Our line of work demands that all
work is performed in a manner that provides the maximum safety to the general public as well as
our employees. Our crews are instructed to follow the safety standards of ANSI Z133.1 as well as
Cal-OSHA requirements. We have one of the most extensive safety training programs in the
industry. We provide our employees with state-of-the-art training tools and instructional sessions
company wide. Our insurance carriers and Cal-OSHA have recognized us repeatedly for out-
standing safety training efforts.
We have a full time Safety &Training Manager, Dane Jensen, that is professionally trained in the
field of horticulture. As WCA's Training Manager, Dane is responsible for staying up-to-date on all
tree-related industry standards as related to safety and the wellness of our employees and the
public in which we serve. Training materials are regularly reviewed and updated to ensure WCA
employees receive the proper education, instruction and hands on experience needed to
perform their day to day activities safely and efficiently. Training topics include a full-circle from
proper pruning techniques, arboriculture, to customer service and everything in between.
• ISA Certified Utility & Municipal Arborist #WE-12014A
• ISA Skills Test Evaluator—TW Climber
• TCIA Certified Treecare Safety Professional #3303
• ISA Tree Risk Assessment Qualification #E4068
• American Heart Association BLS and First Aid Instructor
� ' � �t' �' �
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�-�2 eS � r'',�- �� � i r.: .J� .�.
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-._ ��� � '� r��-."'�� �f. 1_ ! r` . `'�r� .
k � . '� k �1 ,sN. e � . � , � .r
"�4 =��,�� � ,,�� � , � �� Our line of work demunds
�� � " r�� �': - �- ,�. ��.�;� that all work is performed
t . � � �
�;.: ,�
� `���� � �`-- '�.._ �;^� in a manner that provides
� ��' ��� �� '�`9 � � - -'����� �; �: tlie maximu�n safety to the
� � �'— ,.� r�
��z � � ������ � �� ��,.,,�..�::, general public as well as
'�-
�. �;.
�_ �� - .-�i "�� - oui em lo ees.
r� �'==- �'*, n r� 1� Y
t . . � �Y . ��r' � r _ .�,.
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� �� _ � �ix
- �,4' y�� �, '
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�'' ,'� �
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; �y . : .� _�II� ��
Public Convenience and Safety
WCA will comply with any and all local sound control and noise level rules, regulations, and
ordinances which apply to any work performed in the contracted area. All work will cease by
5:00 pm or as directed by the Agency(excluding emergency services).
Setting fhe Gold Standard
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
``��
West Coast Arborists,Inc.
Employee Training Program
West Coast Arborists, Inc. provides an extensive in-house training curriculum for all employees to
broaden their knowledge of the arboriculture field of study. Included in this training are the ISA
standards, both Treeworker and Arborist study programs, and a variety of Tree Care Industry
Association home study programs. We also offer training courses to our staff in areas of customer
service satisfaction, maintaining professional conduct, and Qualified Line Clearance Trimmer
Training.
Our Training and Safety team members are tasked with �.
_ _...._..
completing field evaluations of crews and members are on-
site to coach and train employees on safe practices. �:P� •��-�
Employees receive performance evaluations at 90 days, 6 ,
months, then annually (or as-needed) after their first year. All ��
employees are provided copies of WCA's Injury & Illness _
,�
Prevention Program. ---- �y
_. . �
Traffic Control
Traffic control procedures will be set-up in accordance with the Work
Area Traffic Control Handbook (WATCH) and State of California Manual
of Traffic Controls as well as the Agency Traffic and Safety Operating �
Rules. WCA will make adequate provisions to insure the normal flow of
traffic over the public streets and park roads. Every effort will be made S��ER RO�OS SAYE LIVES
to keep commercial driveways and passageways open to the public
during business hours. High visibility arrowboard(s) will be used when needed. Prior to use, the
Agency will approve traffic safety equipment and devices. Pedestrian and vehicular traffic shall
be allowed to pass through the work areas only under conditions of safety and with as little
inconvenience and delay as possible. Unless the work area is totally barricaded or otherwise kept
safe, at least one worker will serve to coordinate safe operations on the ground at all times when
work operations are in progress.
�`� �
�
� r rt
��- WCA is dedicated to
�.. � , ..� _ . � ,:�� �., , health and sa//e //or
����"_� \ :�i �' ✓ �✓
�� �r..4 F .���,i.f -.
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DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
City of Norco
Proposed Rates for Tree Maintenance Services
FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
1 Grid Tree Pruning Each $ 75.00 $ 75.00 $ 80.00 $ 85.00 $ 90.00
At the direction of CITY,pruning will be done per pre-designed districts along street segments,grids,or prune routes on a set
cycle to include trees of various sizes.Pruning consists of tree canopy raising over roadways,sidewalks,and in park locations;
work to include selective tree thinning,crown cleaning and structurally pruning the tree canopy;and for immature trees,re-
staking and/or retying,as needed. In addition pruning includes removing dead,broken,damaged,loose,diseased or insect
infested limbs,6ranches,and stubs.Small limbs,including suckers and waterspouts shall be cut close to the trunk or branch
from which they arise.At a minimum,tree shall be pruned to provide a minimum clearance of fourteen(14)feet over the
roadway and seven(7)feet over walkways. Trees shall be pruned to remove any obstruction around traffic control devices,
traffic signs,and streetlights.Pruning shall be performed in accordance with the standards set forth by the International Society
of Arboriculture Pruning Standards(Best Management Practices)and the ANSI A300 Standards.
2 Clearance Tree Pruning Each $ 65.00 $ 65.00 $ 67.00 $ 69.00 $ 71.00
At the direction of CITY,pruning will be done per pre-designed districts along street segments,grids,or prune routes on a set
cycle to include trees of various sizes.Pruning consists of tree canopy raising over roadways,sidewalks,and in park locations.
At a minimum,tree shall be pruned to provide a minimum clearance of fourteen(14)feet over the roadway and seven(7)feet �
over walkways. Trees can be pruned to remove any obstruction around traffic control devises,traffic signs,and streetlights.
Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning
Standards(Best Management Practices)and the ANSI A300 Standards.
3 Service Request Tree Pruning 0-12"DBH Each $ 75.00 $ 75.00 $ 80.00 $ 85.00 $ 90.00
4 Service Request Tree Pruning 13-24"DBH Each $ 125.00 $ 125.00 $ 132.00 $ 140.00 $ 150.00
5 Service Request Tree Pruning 25-36"DBH Each $ 225.00 $ 225.00 $ 235.00 $ 245.00 $ 255.00
6 Service Request Tree Pruning 37"&over DBH Each $ 275.00 $ 275.00 $ 285.00 $ 295.00 $ 300.00
At the request of the City,trees will be assigned for pruning outside of their set cycle for various reasons.Pruning may consist
of tree canopy raising over roadways,sidewalks,and in park locations;thinning,reducing,restoring and structurally pruning
the tree canopy in width and height reduction;and for immature trees,re-staking and/or retying,as needed. In addition pruning
includes removing all dead,broken,damaged,loose,diseased or insect infested limbs,branches,and stubs shall be removed.
Small limbs,including suckers and waterspouts shall be cut close to the trunk or branch from which they arise.At a minimum,
tree shall be pruned to provide a minimum clearance of fourteen(14)feet over the roadway and seven(7)feet over walkways.
Trees shall be pruned to remove any obstruction around traffic control devises,traffic signs,and streetlights.Pruning shall be
performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards(Best
Management Practices)and the ANSI A300 Standards.
8 Coco/King Palm Pruning Each $ 70.00 $ 70.00 $ 72.00 $ 74.00 $ 76.00
9 Washingtonia Robusta Pruning Each $ 80.00 $ 80.00 $ 80.00 $ 85.00 $ 90.00
10 Date Palm Pruning Each $ 275.00 $ 275.00 $ 283.00 $ 290.00 $ 298.00
Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning
Standards(Best Management Practices)and the ANSI A300 Standards. The trimming shall provide a symmetrical shape and
aesthetically pleasing appearance typical of the species.Standard palm tree pruning will fall under this category and will include
the removal of dead and declining fronds&seed pods.Excludes skinning.
11 Palm Tree Skinning Linear Foot $ 34.00 $ 34.00 $ 35.00 $ 36.00 $ 37.00
City of Norco-RFP Tree Maintenance Page 1 of 3 Rate Schedule FY23/24 thru FY27/28
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
12 Tree and Stump Removal(regardless of size) Dia.Inch $ 48.00 $ 48.00 $ 49.00 $ 50.00 $ 51.00
13 Tree Only Removal(regardless of size) Dia.Inch $ 30.00 $ 30.00 $ 30.50 $ 31.00 $ 31.50
14 Stump Only Removal(regardless of size) Dia.Inch $ 18.00 $ 18.00 $ 18.50 $ 19.00 $ 19.50
After CITY determines that a tree requires removal, CITY will prepare a list of trees to be removed,notifies homeowners,and
submits lists to Contractor. CITY is responsible for marking trees so that they are easily identifiable by Underground Service
Alert and the Contractor. Contractor calls Underground Service Alert(USA)and prepares internal work order.Crew removes
tree and hauls all debris.Crew grinds stumps to a depth of approximately eighteen(18')inches.All holes will be backfilled with
a combination of native soil and minimal stump grindings and compacted to avoid settlement.
15 Root Prune trees(typical 10 foot length) Linear Foot $ 24.00 $ 24.00 $ 25.00 $ 26.00 $ 27.00
At the direction of City staff,roots shall be pruned adjacent to the edge of the sidewalk,curb and gutter or other improvements.
Root pruning cuts shall be performed using root pruning equipment specifically designed for this purpose with cutting teeth
sharpened adequately to sever roots in a clean manner.Root pruning cuts adjacent to the sidewalk and curb shall be four(4)
inches wide and twelve(12)inches deep and a minimum of five(5)feet in each direction from the centerline of the tree.
16 Plant 15-gallon tree Each $ 200.00 $ 200.00 $ 206.00 $ 212.00 $ 218.00
17 Plant 15-gallon tree with Root Barrier Each $ 225.00 $ 225.00 $ 232.00 $ 239.00 $ 246.00
18 Plant 24"box tree Each $ 400.00 $ 400.00 $ 412.00 $ 424.00 $ 436.00
19 Plant 24"box tree with Root Barrier Each $ 425.00 $ 425.00 $ 438.00 $ 450.00 $ 462.00
20 Plant 36"box tree Each $ 1,295.00 $ 1,295.00 $ 1,333.00 $ 1,350.00 $ 1,375.00
Tree planting includes the tree,stakes,ties,labor and initial watering at time of installation as directed by City staff. Planting
lists should be compiled by the Inspector and submitted monthly or as needed.
21 Tree Watering Day $ 855.00 $ 855.00 $ 880.65 $ 900.00 $ 918.00
At the direction of the City,watering is performed 6y a one-man crew with a water truck who will water various tree routes
including newly planted trees,landscape median and young trees that are three(3)years old and younger. Watering may also
be performed on an as-needed basis.
22 Crew Rental Man Hour $ 95.00 $ 95.00 $ 97.85 $ 100.00 $ 102.00
The crew and equipment can be modified to complete any type of miscellaneous tasks including special projects that may
consist of extraordinary work as directed 6y City staff The use of crew rental may be warranted due to inaccessibility by
equipment,in park locations,slope settings,or non-linear tree pruning.
23 Specialty Equipment(i.e.,Crane,95-ft Aerial Tower) Hour $ 150.00 $ 150.00 $ 155.00 $ 160.00 $ 165.00
On occasion the use of a crane or 95-foot aerial tower is necessary to safely operate the assigned tree operation. These prices
of quipment include the operator.
24 Emergency Response(Reg.Business Hours,Mon-Fri) Man Hour $ 110.00 $ 110.00 $ 113.00 $ 116.00 $ 119.00
25 Emergency Response(Evening,weekend,Holidays) Man Hour $ 125.00 $ 125.00 $ 128.00 $ 131.00 $ 135.00
The Contractor shall be required to provide emergency on call response for damaged trees due to storms or other reasons.
Emergency calls may occur at any given time. The Contractor will be provided with locations and the work to be done at each
location via telephone from a City authorized representative. Emergency work shall begin within 90 minutes of the initial
telephone call.
26 Certified Arborist Services Hour $ 170.00 $ 170.00 $ 175.00 $ 180.00 $ 185.00
On occasion,the City requires tree evaluations including written reports. The Contractor shall provide an hourly rate for a
Certified Arborist that can respond to the City's request(s)for the preparation of detailed arborist reports,tree risk assessment
reports tree evaluations and site inspections. Reporting can be generated on as little as one tree to an entire urban forest
population and is handled on a case-by-case basis. The rate will be applied should the City request a Certified Arborist on-site. �
City of Norco-RFP Tree Maintenance Page 2 of 3 Rate Schedule FY23/24 thru FY27/28
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
27 GPS Tree Inventory Tree Site $ 4.00 $ 4.00 $ 4.50 $ 5.00 $ 5.50
At the City's direction,contractor will provide the City with a Global Positioning System(GPS)tree inventory collected by an
ISA Certified Ar6orist including coordinates for all trees in pu6lic spaces. This includes,but is not limited to,all publicly owned
trees on street rights-of-way,parks, City facilities and open spaces such as medians,greenscapes,etc. The address
information contained in inventory should be linked directly to a Geographical lnformation System(GIS)program,such as
ArcView. The inventory collector will identify the trees by their global coordinates of longitude and latitude.
28 Plant Health Care See below
At the direction of the City,the Contractor will provide plant health care services including but not limited to the following:
spraying,injecting,soil drenching as necessary to reduce a potentially harmful pest. This is done to maintain or improve the
selected tree's appearance, vitality,and safety,using the most cost-effective and environmentally sensitive practices and
treatments available.Plant Health Care involves routine monitoring and preventive treatments.All pesticide recommendations
are to be made by an in-house Pest Control Advisor in accordance with the Department of Pesticide Regulations.
a. Tree Canopy Spraying from ground level per diameter inch $ 7.00 $ 7.00 $ 7.25 $ 7.50 $ 7.75
b. Tree Canopy Spraying from aerial tower per diameter inch $ 7.00 $ 7.00 $ 7.25 $ 7.50 $ 7.75
Description:Foliar hydraulic spraying of recommended material.)
c. Insecticide or Fungicide Trunk Banding per diameter inch $ 8.00 $ 8.00 $ 8.25 $ 8.50 $ 8.75
Description:Trunk spray of recommended material.
d. PGR Trunk Banding per diameter inch $ 7.00 $ 7.00 $ 7.25 $ 7.50 $ 7.75
Description:Trunk spray of recommended material to regulate plant growth.
e. Insecticide or PGR Soil Application(Cambistat) per diameter inch $ 7.00 $ 7.00 $ 7.25 $ 7.50 $ 7.75
Description:Recommended insecticide soil injection or drench material to regulate plant growth.
f. Insecticide or Fungicide Soil Application per diameter inch $ 7.00 $ 7.00 $ 7.25 $ 7.50 $ 7.75
Description:Soil applied drench of recommended material.
g. Soil Injection Fertilization per diameter inch $ 8.00 $ 8.00 $ 8.25 $ 8.50 $ 8.75
Description:Soil applied injection of recommended material.
h. Soil Drenching Fertilization per diameter inch $ 8.00 $ 8.00 $ 8.25 $ 8.50 $ 8.75
Description:Soil application of recommended material.
i. Trunk Injection(Insecticide/Miticide) per diameter inch $ 9.00 $ 9.00 $ 9.25 $ 9.50 $ 9.75
Description:Trunk injected recommended material.
j. Trunk Injection(Fungicide) per diameter inch $ 9.00 $ 9.00 $ 9.25 $ 9.50 $ 9.75
Description:Trunk injected recommended material.
k. Trunk Injection(Insecticide&Fungicide Combo) per diameter inch $ 10.00 $ 10.00 $ 10.25 $ 10.50 $ 10.75
Description:Combination of one-time trunk injection of two recommended materials.
I. Avermectin Class Insecticide Injection per diameter inch $ 11.00 $ 11.00 $ 11.25 $ 11.50 $ 11.75
Description:Recommended trunk injection of Emamectin benzoate active ingredient.
COOPERATIVE PURCHASE
It is intended that any other public agency(e.g.,city,county district,public authority,public agency,municipality,and other political subdivision or public corporation)
shall have the option to participate in any award made as a result of this solicitation at the same prices.The City shall incur no financial responsibility in connection with
any purchase by another public agency.The public agency shall accept sole responsibility for placing orders and making payments to the vendor.
City of Norco-RFP Tree Maintenance Page 3 of 3 Rate Schedule FY23/24 thru FY27/28
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
�� � DATE(MM/DD/YYYY)
'4�0'2o CERTIFICATE OF LIABILITY INSURANCE
06I30/2022
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. 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). �
PRODUCER CONTACT a
NAME:
aon rtisk znsurance Services west, znc. d
Lo5 Angeles �A Office (A/CONNo.Ext�: �866� 253-7122 �y^�No� (800) 363-0105 0
707 wi 1 shi re Boul evard E-MAIL x
Suite 2600 ADDRESS:
�os angeles Ca 90017-0460 USa
INSURER(S)AFFORDING COVERAGE NAIC#
INSURED WSURERA: NdVlgdt0l'S 5pecialty znsurance Company 36056
West Coast Arborists, Inc. iNsuReae: Starr Indemnity & Liability Company 38318
2200 E Via Burton
Anaheim cA 92806 USA iNsurzeRc: Starr Specialty znsurance Company 16109
INSURER D:
INSURER E:
INSURER F:
COVERAGES CERTIFICATE NUMBER: 570094282316 REVISION NUMBER:
THIS IS TO CERTIFY THAT 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.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested
INSR rypE OF INSURANCE �+DDL SUBR ppLICY NUMBER PaLICY�F� POLICY EXP LIMITS
e X COMMERCIALGENERALLIABILITY ZOOOZOO141Z21 OJ�OZ�ZOZZ O7�OZ�ZO23 EACHOCCURRENCE SZ�OOO�OOO
CLAIMS-MADE I X I OCCUR DAMAGE TO RENTED $1,OOO�OOO
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X ANYAUTO BODILYINJURY(Perperson) ••
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ANYPROPRIETOR/PARTNERIEXECUTIVE � N�A SIR applies per policy ter S cg C011f.�l 1O115 E.LEACHACCIDENT �]_�D�Q�QO�
OFFICERIMEMBER EXC�UDED?
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DESCRIPTION OF OPERATIONS below
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DESCRIPTION OF OPERATIONS/LOCA710NS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) �
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CERTIFICATE HOLDER CANCELLATION �
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SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE �
EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE
POLICY PROVISIONS. �
WeSt COdSt Arborists� IIIC. AUTHORIZEDREPRESENTATNE
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ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
W CA
City of Norco
Proposed Rates for Tree Maintenance Services
FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
1 Grid Tree Pruning Each $ 75.00 $ 75.00 $ 80.00 $ 85.00 $ 90.00
At the direction of CITY,pruning will be done per pre-designed districts along street segments,grids,or prune routes on a set
cycle to include trees of various sizes.Pruning consists of tree canopy raising over roadways,sidewalks,and in park locations;
work to include selective tree thinning,crown cleaning and structurally pruning the tree canopy;and for immature trees,re-
staking and/or retying,as needed. In addition pruning includes removing dead,broken,damaged,loose,diseased or insect
infested limbs,6ranches,and stubs.Small limbs,including suckers and waterspouts shall be cut close to the trunk or branch
from which they arise.At a minimum,tree shall be pruned to provide a minimum clearance of fourteen(14)feet over the
roadway and seven(7)feet over walkways. Trees shall be pruned to remove any obstruction around traffic control devices,
traffic signs,and streetlights.Pruning shall be performed in accordance with the standards set forth by the International Society
of Arboriculture Pruning Standards(Best Management Practices)and the ANSI A300 Standards.
2 Clearance Tree Pruning Each $ 65.00 $ 65.00 $ 67.00 $ 69.00 $ 71.00
At the direction of CITY,pruning will be done per pre-designed districts along street segments,grids,or prune routes on a set
cycle to include trees of various sizes.Pruning consists of tree canopy raising over roadways,sidewalks,and in park locations.
At a minimum,tree shall be pruned to provide a minimum clearance of fourteen(14)feet over the roadway and seven(7)feet �
over walkways. Trees can be pruned to remove any obstruction around traffic control devises,traffic signs,and streetlights.
Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning
Standards(Best Management Practices)and the ANSI A300 Standards.
3 Service Request Tree Pruning 0-12"DBH Each $ 75.00 $ 75.00 $ 80.00 $ 85.00 $ 90.00
4 Service Request Tree Pruning 13-24"DBH Each $ 125.00 $ 125.00 $ 132.00 $ 140.00 $ 150.00
5 Service Request Tree Pruning 25-36"DBH Each $ 225.00 $ 225.00 $ 235.00 $ 245.00 $ 255.00
6 Service Request Tree Pruning 37"&over DBH Each $ 275.00 $ 275.00 $ 285.00 $ 295.00 $ 300.00
At the request of the City,trees will be assigned for pruning outside of their set cycle for various reasons.Pruning may consist
of tree canopy raising over roadways,sidewalks,and in park locations;thinning,reducing,restoring and structurally pruning
the tree canopy in width and height reduction;and for immature trees,re-staking and/or retying,as needed. In addition pruning
includes removing all dead,broken,damaged,loose,diseased or insect infested limbs,branches,and stubs shall be removed.
Small limbs,including suckers and waterspouts shall be cut close to the trunk or branch from which they arise.At a minimum,
tree shall be pruned to provide a minimum clearance of fourteen(14)feet over the roadway and seven(7)feet over walkways.
Trees shall be pruned to remove any obstruction around traffic control devises,traffic signs,and streetlights.Pruning shall be
performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards(Best
Management Practices)and the ANSI A300 Standards.
8 Coco/King Palm Pruning Each $ 70.00 $ 70.00 $ 72.00 $ 74.00 $ 76.00
9 Washingtonia Robusta Pruning Each $ 80.00 $ 80.00 $ 80.00 $ 85.00 $ 90.00
10 Date Palm Pruning Each $ 275.00 $ 275.00 $ 283.00 $ 290.00 $ 298.00
Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning
Standards(Best Management Practices)and the ANSI A300 Standards. The trimming shall provide a symmetrical shape and
aesthetically pleasing appearance typical of the species.Standard palm tree pruning will fall under this category and will include
the removal of dead and declining fronds&seed pods.Excludes skinning.
11 Palm Tree Skinning Linear Foot $ 34.00 $ 34.00 $ 35.00 $ 36.00 $ 37.00
City of Norco-RFP Tree Maintenance Page 1 of 3 Rate Schedule FY23/24 thru FY27/28
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
12 Tree and Stump Removal(regardless of size) Dia.Inch $ 48.00 $ 48.00 $ 49.00 $ 50.00 $ 51.00
13 Tree Only Removal(regardless of size) Dia.Inch $ 30.00 $ 30.00 $ 30.50 $ 31.00 $ 31.50
14 Stump Only Removal(regardless of size) Dia.Inch $ 18.00 $ 18.00 $ 18.50 $ 19.00 $ 19.50
After CITY determines that a tree requires removal, CITY will prepare a list of trees to be removed,notifies homeowners,and
submits lists to Contractor. CITY is responsible for marking trees so that they are easily identifiable by Underground Service
Alert and the Contractor. Contractor calls Underground Service Alert(USA)and prepares internal work order.Crew removes
tree and hauls all debris.Crew grinds stumps to a depth of approximately eighteen(18')inches.All holes will be backfilled with
a combination of native soil and minimal stump grindings and compacted to avoid settlement.
15 Root Prune trees(typical 10 foot length) Linear Foot $ 24.00 $ 24.00 $ 25.00 $ 26.00 $ 27.00
At the direction of City staff,roots shall be pruned adjacent to the edge of the sidewalk,curb and gutter or other improvements.
Root pruning cuts shall be performed using root pruning equipment specifically designed for this purpose with cutting teeth
sharpened adequately to sever roots in a clean manner.Root pruning cuts adjacent to the sidewalk and curb shall be four(4)
inches wide and twelve(12)inches deep and a minimum of five(5)feet in each direction from the centerline of the tree.
16 Plant 15-gallon tree Each $ 200.00 $ 200.00 $ 206.00 $ 212.00 $ 218.00
17 Plant 15-gallon tree with Root Barrier Each $ 225.00 $ 225.00 $ 232.00 $ 239.00 $ 246.00
18 Plant 24"box tree Each $ 400.00 $ 400.00 $ 412.00 $ 424.00 $ 436.00
19 Plant 24"box tree with Root Barrier Each $ 425.00 $ 425.00 $ 438.00 $ 450.00 $ 462.00
20 Plant 36"box tree Each $ 1,295.00 $ 1,295.00 $ 1,333.00 $ 1,350.00 $ 1,375.00
Tree planting includes the tree,stakes,ties,labor and initial watering at time of installation as directed by City staff. Planting
lists should be compiled by the Inspector and submitted monthly or as needed.
21 Tree Watering Day $ 855.00 $ 855.00 $ 880.65 $ 900.00 $ 918.00
At the direction of the City,watering is performed 6y a one-man crew with a water truck who will water various tree routes
including newly planted trees,landscape median and young trees that are three(3)years old and younger. Watering may also
be performed on an as-needed basis.
22 Crew Rental Man Hour $ 95.00 $ 95.00 $ 97.85 $ 100.00 $ 102.00
The crew and equipment can be modified to complete any type of miscellaneous tasks including special projects that may
consist of extraordinary work as directed 6y City staff The use of crew rental may be warranted due to inaccessibility by
equipment,in park locations,slope settings,or non-linear tree pruning.
23 Specialty Equipment(i.e.,Crane,95-ft Aerial Tower) Hour $ 150.00 $ 150.00 $ 155.00 $ 160.00 $ 165.00
On occasion the use of a crane or 95-foot aerial tower is necessary to safely operate the assigned tree operation. These prices
of quipment include the operator.
24 Emergency Response(Reg.Business Hours,Mon-Fri) Man Hour $ 110.00 $ 110.00 $ 113.00 $ 116.00 $ 119.00
25 Emergency Response(Evening,weekend,Holidays) Man Hour $ 125.00 $ 125.00 $ 128.00 $ 131.00 $ 135.00
The Contractor shall be required to provide emergency on call response for damaged trees due to storms or other reasons.
Emergency calls may occur at any given time. The Contractor will be provided with locations and the work to be done at each
location via telephone from a City authorized representative. Emergency work shall begin within 90 minutes of the initial
telephone call.
26 Certified Arborist Services Hour $ 170.00 $ 170.00 $ 175.00 $ 180.00 $ 185.00
On occasion,the City requires tree evaluations including written reports. The Contractor shall provide an hourly rate for a
Certified Arborist that can respond to the City's request(s)for the preparation of detailed arborist reports,tree risk assessment
reports tree evaluations and site inspections. Reporting can be generated on as little as one tree to an entire urban forest
population and is handled on a case-by-case basis. The rate will be applied should the City request a Certified Arborist on-site. �
City of Norco-RFP Tree Maintenance Page 2 of 3 Rate Schedule FY23/24 thru FY27/28
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
27 GPS Tree Inventory Tree Site $ 4.00 $ 4.00 $ 4.50 $ 5.00 $ 5.50
At the City's direction,contractor will provide the City with a Global Positioning System(GPS)tree inventory collected by an
ISA Certified Ar6orist including coordinates for all trees in pu6lic spaces. This includes,but is not limited to,all publicly owned
trees on street rights-of-way,parks, City facilities and open spaces such as medians,greenscapes,etc. The address
information contained in inventory should be linked directly to a Geographical lnformation System(GIS)program,such as
ArcView. The inventory collector will identify the trees by their global coordinates of longitude and latitude.
28 Plant Health Care See below
At the direction of the City,the Contractor will provide plant health care services including but not limited to the following:
spraying,injecting,soil drenching as necessary to reduce a potentially harmful pest. This is done to maintain or improve the
selected tree's appearance, vitality,and safety,using the most cost-effective and environmentally sensitive practices and
treatments available.Plant Health Care involves routine monitoring and preventive treatments.All pesticide recommendations
are to be made by an in-house Pest Control Advisor in accordance with the Department of Pesticide Regulations.
a. Tree Canopy Spraying from ground level per diameter inch $ 7.00 $ 7.00 $ 7.25 $ 7.50 $ 7.75
b. Tree Canopy Spraying from aerial tower per diameter inch $ 7.00 $ 7.00 $ 7.25 $ 7.50 $ 7.75
Description:Foliar hydraulic spraying of recommended material.)
c. Insecticide or Fungicide Trunk Banding per diameter inch $ 8.00 $ 8.00 $ 8.25 $ 8.50 $ 8.75
Description:Trunk spray of recommended material.
d. PGR Trunk Banding per diameter inch $ 7.00 $ 7.00 $ 7.25 $ 7.50 $ 7.75
Description:Trunk spray of recommended material to regulate plant growth.
e. Insecticide or PGR Soil Application(Cambistat) per diameter inch $ 7.00 $ 7.00 $ 7.25 $ 7.50 $ 7.75
Description:Recommended insecticide soil injection or drench material to regulate plant growth.
f. Insecticide or Fungicide Soil Application per diameter inch $ 7.00 $ 7.00 $ 7.25 $ 7.50 $ 7.75
Description:Soil applied drench of recommended material.
g. Soil Injection Fertilization per diameter inch $ 8.00 $ 8.00 $ 8.25 $ 8.50 $ 8.75
Description:Soil applied injection of recommended material.
h. Soil Drenching Fertilization per diameter inch $ 8.00 $ 8.00 $ 8.25 $ 8.50 $ 8.75
Description:Soil application of recommended material.
i. Trunk Injection(Insecticide/Miticide) per diameter inch $ 9.00 $ 9.00 $ 9.25 $ 9.50 $ 9.75
Description:Trunk injected recommended material.
j. Trunk Injection(Fungicide) per diameter inch $ 9.00 $ 9.00 $ 9.25 $ 9.50 $ 9.75
Description:Trunk injected recommended material.
k. Trunk Injection(Insecticide&Fungicide Combo) per diameter inch $ 10.00 $ 10.00 $ 10.25 $ 10.50 $ 10.75
Description:Combination of one-time trunk injection of two recommended materials.
I. Avermectin Class Insecticide Injection per diameter inch $ 11.00 $ 11.00 $ 11.25 $ 11.50 $ 11.75
Description:Recommended trunk injection of Emamectin benzoate active ingredient.
COOPERATIVE PURCHASE
It is intended that any other public agency(e.g.,city,county district,public authority,public agency,municipality,and other political subdivision or public corporation)
shall have the option to participate in any award made as a result of this solicitation at the same prices.The City shall incur no financial responsibility in connection with
any purchase by another public agency.The public agency shall accept sole responsibility for placing orders and making payments to the vendor.
City of Norco-RFP Tree Maintenance Page 3 of 3 Rate Schedule FY23/24 thru FY27/28
DocuSign Envelope ID:44AB4616-3F66-492GAF68-02E3AC897593 �
MARIPOSA
Fee Estimate for Services Requested Fee Estimate
(Per Specifications of this RFP/Q)
City caf Narco Pruning Cycle 1 Prunir�Cycle 2 Rruning Cycle 3 Pruning Cycle 4 Pruning Cycle 8
Tree Maintenance Serviees F1f 2Q23-2Q24 FY 2024-2�25 FY 2025-2�26 FY 2Q26-2�27 Flf 2�27-2028
Item �escriptic�n Uni# Unit Rrice Llnit Price Unit Price Uni#Price lJnit Price
1 Grid Tree Pnaning-Work ConfarmingTa histarie pruningpatterns Each � 74.�0 � 77.[�Q $ 81.00 $ 85aQ�Q $ 89.Q0
2 5treetTre�Trimmir�g-perwrittenspeeificatian Eac�� � 10�.Q� $ 114.00 $ 115.00 $ 121.�0 $ 127,0�
2 5enrice RequestTree Pruning
2a t�-12" dbh Eac� $ 74,tJ0 $ 77.00 $ 81.00 $ 85.Q0 $ 89,00
Zb 13-24" dbh Each $ 1��.LQ $ 126.Q� $ 132.Q� $ 13�.QQ $ 146,Q0
�� ��-���� dbn Each � zoo.aa � �so.ao � ��o.00 � ��Z.Qa � �4z.00
2c1 aver37" dbh Each $ 30Q.Q0 $ 315.Q� $ 331.�0 $ 348.QC1 $ 365.OQ
3 P�rkf5lape A�stl�etieTr�eTrimming- Buck�t Each � 11a.OQ $ 116.OQ $ 122.QQ $ 128.Q0 $ 134.OIJ
4 Park/51opeAestheti�TreeTrimming-Climber Each $ 22Q.�70 $ 231.�1C1 $ 242.QQ $ 254.QQ $ 267.f1C1
5 Tree Raising Each $ 63.QQ $ 66.Q� $ 69.�Q $ 72.QL � 76.QQ
6 Palm Tree Trimming Each $ 100.LQ $ 1�5.0� $ 11�.C10 $ 115.�1Q $ 121,Q(]
7 PalmTreeSkinningf5haping Each $ 3QC1.OQ $ 315.C1� $ 33C1.00 $ 34�.�0 $ 362.0(]
8 Palm Tree 5e�d Pad Only Remaval Eacl� $ 10Q.00 $ 1�5.Q� $ 11Q.Q0 $ 115.(]L $ 121.0�
9 Tr�e &5tump Remaval Qiameter Ineh $ SL.OQ � 53.001 $ 55.QQ $ 57.50 $ 60.0(J
10 Tree 4�nly Removal aiameter Inch $ 38.�10 $ 4Q.�70 $ 42.QQ $ 44.QQ $ 46.C1C1
11 5tump �nly Remaval Diameter Inch $ 22.L0 $ 23.QQ $ 24.�[] $ 25.C1Q $ 26.LQ
12 Plant 15 gallon tree Wf warranty Each $ 210.Q0 $ 22[�.Q�J $ Z31.(]0 $ 242.Q0 $ 254.OQ
1� Plant 15 gallan tree w{ Raot�arri�er wf warranty Each $ 24C1.C1Q $ 252.C10 $ 264.�0 $ 277.�0 $ 291.0(]
14 Plant 24" k�axtree �v/warranty Eaeh $ 60�.LQ $ 63C1.Q� $ 661.�0 $ 6g4.(]Cl $ 729.OQ
15� Rlant�4" baxtree tivf Root Barrier wf warranty Each $ 65C1.Q0 $ 683.QQ $ 717.QC1 $ 753.Q0 $ 791.OQ
16 Plant 36" k�axtree wf warranty Each $ 1,35Q.Q0 $ 1,417.QC1 $ 1,487.Q0 $ 1,561.Q0 $ 1,639.�Q
17 Raot Pruning Linear Ft $ 5Q.L0 $ 53.OQ $ 55.�0 $ 57.5Q $ 6Q.L[]
18 Crew Rental -R�r Person Haur $ 110.Q[l $ 116.Q�J $ 122.QQ $ 128.Q0 $ 134.[JQ
19 Emergency Crew Rental - Per Persan -Reg. Bus. Hours Haur $ 115.OQ $ 121.LQ $ 127.C1(7 $ 133.(]L $ 14Q.Q0
ZCl Ernergency Crew Rental -P�r Person -After Hrs, Wkds, Haliday Hour $ 14Q.00 $ 147.00 $ 154.Q0 $ 162.�L $ 17�.[lCl
21 5p�ecialty Equiprrient Rental Hour $ ZC1C1.00 $ 21Q.Q� $ 22C1.QC1 $ 231.QQ $ 242.OQ
22 Arborist5erviees {Reportv�+riting, RiskAssessm�nt) Fiaur $ 175.Q0 $ 184.iJC1 $ 193.Q0 $ 2�2.Q0 $ 212.�Q
23 GP5 Tree Inrrentory Each $ 4.0�1 $ 4.2Q $ 4.4Q $ 4.60 $ 4.8Q
�
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
CITY OF NORCO
CONTRACT AGREEMENT
TREE TRIMMING, REMOVAL, AND PLANTING CONTRACT SERVICES
FISCAL YEARS 2023-24 THROUGH 2O27-28
1. Parties and Date.
This Agreement is made and entered into this 17t" day of May, 2023 by and between the
City of Norco, a municipal corporation of the State of California, located at 2870 Clark
Avenue, Norco, California 92860, County of Riverside, State of California, (hereinafter
referred to as "City")and West Coast Arborists, Inc., a corporation with its principal place
of business at 2200 E. Via Burton Street,Anaheim, CA 92806 (hereinafter referred to as
"Contractor"). City and Contractor are sometimes individually referred to as "Party" and
collectively as "Parties" in this Agreement.
2. Recitals.
2.1 Contractor.
Contractor desires to perform and assume responsibility for the provision of certain
maintenance services required by The City on the terms and conditions set forth in this
Agreement. Contractor represents that it is experienced in providing tree trimming,
removal, and planting contract services to public clients, that it and its employees or
subcontractors have all necessary licenses and permits to perform the Services in the State
of California, and that is familiar with the plans of the City.
2.2 Services.
City desires to engage Contractor to render such services for Tree Trimming, Removal, and
Planting Contract Services ("Services") as set forth in this Agreement.
3. Terms.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Contractor promises and agrees to furnish
to the City all labor, materials, tools, equipment, services, and incidental and customary
work necessary to fully and adequately supply the tree trimming, removal, and planting
contract services on an as-needed basis necessary for said Services. The Services are
more particularly described in Attachment A attached hereto and incorporated herein by
reference. All Services shall be subject to, and performed in accordance with this
Agreement, the exhibits attached hereto and incorporated herein by reference, and all
applicable local, state and federal laws, rules and regulations.
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
3.1.2 Term. The terms of this Agreement shall be from July 1, 2023 through
June 30, 2028, with the option to renew for two (2) one-year terms. Contractor shall
complete the Services within the term of this Agreement, and shall meet any other
established schedules and deadlines. The Parties may, by mutual written consent, extend
the term of this Agreement if necessary to complete the Services.
3.2 Responsibilities of Contractor.
3.2.1 Control and Pavment of Subordinates; Independent Contractor. The
Services shall be provided by Contractor. Contractor will determine the means, methods
and details of providing the necessary Services subject to the requirements of this
Agreement. City retains Contractor on an independent Contractor basis and not as an
employee. Any additional personnel conducting Services under this Agreement on behalf
of Contractor shall also not be employees of City and shall at all times be under
Contractor's exclusive direction and control. Contractor shall pay all wages, salaries, and
other amounts due such personnel in connection with conducting Services under this
Agreement and as required by law. Contractor shall be responsible for all reports and
obligations respecting such additional personnel, including, but not limited to: social security
taxes, income tax withholding, unemployment insurance, disability insurance, and workers'
compensation insurance.
3.2.2 Schedule of Services. Contractor shall perForm the Services
expeditiously, within the term of this Agreement, and in accordance with the timeframe set
forth herein. Contractor represents that it has the professional and technical personnel
required to provide Services in conformance with such conditions. In order to facilitate
Contractor's conformance with the Services timeframe, City shall respond to Contractor's
Requests for Information in a timely manner. Upon request of City, Contractor shall provide
a more detailed schedule of anticipated perFormance to meet the Services timeframe.
3.2.3 Conformance to Applicable Requirements. All work prepared by
Contractor shall be subject to the approval of City.
3.2.4 Citv's Representative. The City hereby designates the Director of
Public Works, or his designee, to act as its representative for the performance of this
Agreement ("City's Representative"). City's Representative shall have the power to act on
behalf of the City for all purposes under this Agreement. Contractor shall not accept
direction or orders from any person other than the City's Representative or his or her
designee.
3.2.5 Contractor's Representative. Contractor hereby designates Patrick
Mahoney - President, or his designee, to act as its representative for the performance of
this Agreement("Contractor's Representative"). Contractor's Representative shall have full
authority to represent and act on behalf of the Contractor for all purposes under this
Agreement. The Contractor's Representative shall supervise and direct the Services, using
his best skill and attention, and shall be responsible for all means, methods, techniques,
sequences and procedures and for the satisfactory coordination of all portions of the
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
Services under this Agreement.
3.2.6 Coordination of Services. Contractor agrees to work closely with City
staff in providing said Services and shall be available to City's staff, Contractors and other
staff at all reasonable times.
3.2.7 Standard of Care; Performance of Employees. Contractor shall
perForm all Services under this Agreement in a skillful and competent manner, consistent
with the standards generally recognized as being employed by professionals in the same
discipline in the State of California. Contractor represents and maintains that it is skilled in
the professional calling necessary to perform the Services. Contractor warrants that all
employees and subcontractors shall have sufficient skill and experience to perForm the
Services assigned to them. Finally, Contractor represents that it, its employees and
subcontractors have all licenses, permits, qualifications and approvals of whatever nature
that are legally required to perform the Services, including a City Business License, and
that such licenses and approvals shall be maintained throughout the term of this
Agreement. As provided for in the indemnification provisions of this Agreement, Contractor
shall perform, at its own cost and expense and without reimbursement from the City, any
services necessary to correct errors or omissions which are caused by the Contractor's
failure to comply with the standard of care provided for herein. Any employee of the
Contractor or its sub-contractors who is determined by the City to be uncooperative,
incompetent, a threat to the adequate or timely completion of the Agreement, a threat to the
safety of persons or property, or any employee who fails or refuses to perform the Services
in a manner acceptable to the City, shall be promptly removed from the Project by the
Contractor and shall not be re-employed to perform any of the Services or to work on the
Project.
3.2.7.1 Period of PerFormance and Liquidated Damages.
Contractor shall perform and complete all services under this Agreement within the term set
forth in Section 3.1.2 above ("PerFormance Time"). Contractor shall perform the Services in
strict accordance with any completion schedule or Project milestones described in
Attachment 1 attached hereto, or which may be provided separately in writing to the
Contractor. Contractor agrees that if the Services are not completed within the
aforementioned PerFormance Time and/or pursuant to any such completion schedule or
Project milestones developed pursuant to provisions of this Agreement, it is understood,
acknowledged and agreed that the City will suffer damage. Pursuant to Government Code
Section 53069.85, Contractor shall pay to the City as fixed and liquidated damages, and not
as a penalty, the sum of, $100.00 per day.
3.2.8 Laws and Regulations. Contractor shall keep itself fully informed of
and in compliance with all local, state and federal laws, rules and regulations in any manner
affecting the perFormance of the Services, including all Cal/OSHA requirements, and shall
give all notices required by law. Contractor shall be liable for all violations of such laws and
regulations in connection with the Services. If the Contractor perForms any work knowing it
to be contrary to such laws, rules and regulations and without giving written notice to the
City, Contractor shall be solely responsible for all costs arising therefrom. Contractor shall
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
defend, indemnify and hold City, its officials, directors, officers, employees and agents free
and harmless, pursuant to the indemnification provisions of this Agreement,from any claim
or liability arising out of any failure or alleged failure to comply with such laws, rules or
regulations.
3.2.8.1 Employment Eligibility; Contractor. By executing this
Agreement, Contractor verifies that it fully complies with all requirements and restrictions of
state and federal law respecting the employment of undocumented aliens, including, but not
limited to, the Immigration Reform and Control Act of 1986, as may be amended from time
to time. Such requirements and restrictions include, but are not limited to, examination and
retention of documentation confirming the identity and immigration status of each employee
of the Contractor. Contractor also verifies that it has not committed a violation of any such
law within the five (5)years immediately preceding the date of execution of this Agreement,
and shall not violate any such law at any time during the Term of the Agreement.
Contractor shall avoid any violation of any such law during the Term of this Agreement by
participating in an electronic verification of work authorization program operated by the
United States Department of Homeland Security, by participating in an equivalent federal
work authorization program operated by the United States Department of Homeland
Security to verify information of newly hired employees, or by some other legally acceptable
method. Contractor shall maintain records of each such verification, and shall make them
available to the City or its representatives for inspection and copy at any time during normal
business hours. The City shall not be responsible for any costs or expenses related to
Contractor's compliance with the requirements provided for in Section 3.2.8 or any of its
sub-sections.
3.2.8.2 Employment Eliqibility; Subcontractors, Contractors, and
Sub-subcontractors. To the same extent and under the same conditions as Contractor,
Contractor shall require all of its subcontractors, Contractors, and sub-subcontractors
performing any work or Services relating to this Agreement to make the same verifications
and comply with all requirements and restrictions provided for in Section 3.2.8.1.
3.2.8.3 Employment Eliqibility; Failure to Compl rL. Each person
executing this Agreement on behalf of Contractor verifies that they are a duly authorized
officer of Contractor, and understands that any of the following shall be grounds for the City
to terminate the Agreement for cause: (1) failure of Contractor or its subcontractors,
Contractors, sub-subcontractors or subcontractors to meet any of the requirements
provided for in Sections 3.2.8.1 or 3.2.8.2; (2) any misrepresentation or material omission
concerning compliance with such requirements (including in those verifications provided to
the Contractor under Section 3.2.8.2); or (3) failure to immediately remove any person
found not to be in compliance with such requirements.
3.2.8.4 Labor Certification. By its signature hereunder,
Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor
Code which require every employer to be insured against liability for Workers'
Compensation or to undertake self-insurance in accordance with the provisions of that
Code, and agrees to comply with such provisions before commencing the performance of
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
the Services.
3.2.8.5 Equal Opportunitv Emplovment. Contractor represents
that it is an equal opportunity employer and it shall not discriminate against any
subcontractor, employee or applicant for employment because of race, religion, color,
national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but
not be limited to, all activities related to initial employment, upgrading, demotion, transfer,
recruitment or recruitment advertising, layoff or termination. Contractor shall also comply
with all relevant provisions of City's Minority Business Enterprise program, Affirmative
Action Plan or other related programs or guidelines currently in effect or hereinafter
enacted.
3.2.8.6 Air Qualitv. To the extent applicable, Contractor must
fully comply with all applicable laws, rules and regulations in furnishing or using equipment
and/or providing services, including, but not limited to, emissions limits and permitting
requirements imposed by the South Coast Air Quality Management District (SCAQMD)
and/or California Air Resources Board (CARB). Although the SCAQMD and CARB limits
and requirements are more broad, Contractor shall specifically be aware of their application
to "portable equipment", which definition is considered by SCAQMD and CARB to include
any item of equipment with a fuel-powered engine. Contractor shall indemnify City against
any fines or penalties imposed by SCAQMD, CARB, or any other governmental or
regulatory agency for violations of applicable laws, rules and/or regulations by Contractor,
its subcontractors, or others for whom Contractor is responsible under its indemnity
obligations provided for in this Agreement.
3.2.9 Insurance.
3.2.9.1 Time for Compliance. Contractor shall not commence
work under this Agreement until it has provided evidence satisfactory to the City that it has
secured all insurance required under this section. In addition, Contractor shall not allow
any subcontractor to commence work on any subcontract until it has provided evidence
satisfactory to the City that the subcontractor has secured all insurance required under this
section.
3.2.9.2 Minimum Requirements. Throughout the life of this
Contract, Contractor shall pay for and maintain in full force and effect all policies of
insurance required hereunder with an insurance company(ies) either (i) admitted by the
California lnsurance Commissioner to do business in the State of California and rated not
less than "A- VII" in Best's Insurance Rating Guide, or (ii) as may be authorized in writing
by City Manager or his/her designee at any time and in his/her sole discretion. The
following policies of insurance are required:
(i) COMMERCIAL GENERAL LIABILITY insurance which shall be at least as
broad as the most current version of Insurance Services Office (ISO) Commercial General
Liability Coverage Form CG 00 01 and include insurance for "bodily injury," "property
damage" and "personal and advertising injury" with coverage for premises and operations
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
(including the use of owned and non-owned equipment), products and completed
operations, and contractual liability (including, without limitation, indemnity obligations
under the Contract) with limits of liability of not less than the following:
$1,000,000 per occurrence for bodily injury and property damage
$1,000,000 per occurrence for personal and advertising injury
$2,000,000 aggregate for products and completed operations
$2,000,000 general aggregate applying separately to the work perFormed
under the Contract
(ii) COMMERCIAL AUTOMOBILE LIABILITY insurance which shall be at least as
broad as the most current version of Insurance Service Office (ISO) Business Auto
Coverage Form CA 00 01, and include coverage for all owned, hired, and non owned
automobiles or other licensed vehicles (Code 1 Any Auto)with limits of liability of not less
than $1,000,000 per accident for bodily injury and property damage.
(iii) WORKERS' COMPENSATION insurance as required under the California
Labor Code.
(iv) EMPLOYERS' LIABILITY insurance with limits of liability of not less than
$1,000,000 each accident, $1,000,000 disease policy limit and $1,000,000 disease each
employee.
(v)PROFESSIONAL LIABILITY Professional Liability (Errors and Omissions)
insurance appropriate to Contractor's profession, with limits of liability of$2,000,000 per
claim/occurrence and $2,000,000 policy aggregate.
In the event Contractor purchases an Umbrella or Excess insurance policy(ies)to meet the
minimum limits of insurance set forth above, this insurance policy(ies) shall "follow form"
and afford no less coverage than the primary insurance policy(ies).
Contractor shall be responsible for payment of any deductibles contained in any insurance
policies required hereunder and Contractor shall also be responsible for payment of any
self-insured retentions. Any deductibles or self-insured retentions must be declared to, and
approved by, the City Manager or his/her designee. At the option of the City Manager or
his/her designee, either: (i) the insurer shall reduce or eliminate such deductibles or self-
insured retentions as respects to VVTA, its board members, officers, officials, employees
and agents; or (ii) Contractor shall provide a financial guarantee, satisfactory to VVTA's
Executive Director or his/her designee, guaranteeing payment of losses and related
investigations, claim administration and defense expenses. At no time shall the City be
responsible for the payment of any deductibles or self-insured retentions.
All policies of insurance required hereunder shall be endorsed to provide that the coverage
shall not be cancelled, non-renewed, reduced in coverage or in limits except after 30
calendar day written notice has been given to City. Upon issuance by the insurer, broker,
or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits,
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
Contractor shall furnish City with a new certificate and applicable endorsements for such
policy(ies). In the event any policy is due to expire during the work to be perFormed for
City, Contractor shall provide a new certificate, and applicable endorsements, evidencing
renewal of such policy not less than 15 calendar days prior to the expiration date of the
expiring policy.
The General Liability and Automobile Liability insurance policies shall be written on an
occurrence form. The General Liability (including ongoing and completed operations) and
Automobile Liability shall name City and its officers, officials, employees, agents and
volunteers as an additional insured. Such policy(ies) of insurance shall be endorsed so
Contractor's insurance shall be primary and no contribution shall be required of City. The
coverage shall contain no special limitations on the scope of protection afforded to the City
and its officers, officials, employees, agents and volunteers. The Workers' Compensation
insurance policy shall contain a waiver of subrogation as to City and its officers, officials,
employees, agents and volunteers. Should Contractor maintain insurance with broader
coverage and/or limits of liability greater than those shown above, City requires and shall
be entitled to the broader coverage and/or the higher limits of liability maintained by
Contractor. Any available insurance proceeds in excess of the specified minimum limits of
insurance and coverage shall be available to City.
If the Professional Liability (Errors and Omissions) insurance policy is written on a claims-
made form:
1. The retroactive date must be shown, and must be before the effective date of the
Agreement or the commencement of work by Contractor.
2. Insurance must be maintained and evidence of insurance must be provided for
at least 3 years after any expiration or termination of the Agreement or, in the
alternative, the policy shall be endorsed to provide not less than a 3-year
discovery period.
3. If coverage is canceled or non-renewed, and not replaced with another claims-
made policy form with a retroactive date prior to the effective date of the
Agreement or the commencement of work by Contractor, Contractor must
purchase extended reporting coverage for a minimum of 3 years following the
expiration or termination of the Agreement.
4. A copy of the claims reporting requirements must be submitted to VVTA for
review.
5. These requirements shall survive expiration or termination of the Agreement.
Contractor shall furnish City with all certificate(s) and applicable endorsements effecting
coverage required hereunder. All certificates and applicable endorsements are to be
received and approved by the City Manager or his/her designee prior to City's execution of
the Agreement and before work commences.
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
If at any time during the life of this Agreement or any extension, Contractor or any of its
subcontractors fail to maintain any required insurance in full force and effect, all work under
this Agreement shall be discontinued immediately, and all payments due or that become
due to Contractor shall be withheld until notice is received by City that the required
insurance has been restored to full force and effect and that the premiums therefore have
been paid for a period satisfactory to City. Any failure to maintain the required insurance
shall be sufficient cause for City to terminate this Agreement. No action taken by City
hereunder shall in any way relieve Contractor of its responsibilities under this Agreement.
Upon request of City, Contractor shall immediately furnish City with a complete copy of any
insurance policy required under this Agreement, including all endorsements, with said copy
certified by the underwriter to be a true and correct copy of the original policy. This
requirement shall survive expiration or termination of this Agreement.
The fact that insurance is obtained by Contractor shall not be deemed to release or
diminish the liability of Contractor, including, without limitation, liability under the indemnity
provisions of this Agreement. The duty to indemnify City and its officers, officials,
employees, agents and volunteers shall apply to all claims and liability regardless of
whether any insurance policies are applicable. The policy limits do not act as a limitation
upon the amount of indemnification to be provided by Contractor. Approval or purchase of
any insurance contracts or policies shall in no way relieve from liability nor limit the liability
of Contractor, its principals, officers, employees, agents, persons under the supervision of
Contractor, vendors, suppliers, invitees, sub-Contractors, subcontractors, or anyone
employed directly or indirectly by any of them.
If Contractor should subcontract all or any portion of the services to be performed under
this Agreement, Contractor shall require each subcontractor to provide insurance protection
in favor of City and its officers, officials, employees, agents and volunteers in accordance
with the terms of each of the preceding paragraphs, except that the subcontractors'
certificates and endorsements shall be on file with Contractor and City prior to the
commencement of any work by the subcontractor.
3.2.10 Safety. Contractor shall execute and maintain its work so as to avoid
injury or damage to any person or property. In providing Services, the Contractor shall at
all times be in compliance with all applicable local, state and federal laws, rules and
regulations, and shall exercise all necessary precautions for the safety of employees
appropriate to the nature of the work and the conditions under which the work is to be
perFormed. Safety precautions as applicable shall include, but shall not be limited to: (A)
adequate life protection and lifesaving equipment and procedures; (B) instructions in
accident prevention for all employees and subcontractors, such as safe walkways,
scaffolds, fall protection ladders, bridges, gang planks, confined space procedures,
trenching and shoring, equipment and other safety devices, equipment and wearing apparel
as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate
facilities for the proper inspection and maintenance of all safety measures.
3.3 Fees and Payments.
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
3.3.1 Rates and Total Compensation. Contractor shall receive
compensation, including authorized reimbursements,for all design services rendered under
this Agreement at the rates set forth in Exhibit B attached hereto and incorporated herein
by reference. Extra work may be authorized, as described below, and if authorized, will be
compensated at the rates and manner set forth in this Agreement. The total contract shall
be based on a contract unit cost as described in attachment"B"for services provided to the
City for a "not to exceed" amount of $250,000 annually.
3.3.2 Payment of Compensation. Contractor shall submit to City a monthly
itemized statement which indicates work completed by Contractor. The statement shall
describe the amount of Services and supplies provided since the initial commencement
date, or since the start of the subsequent billing periods, as appropriate, through the date of
the statement. City shall, within 45 days of receiving such statement, review the statement
and pay all approved charges thereon.
3.3.3 Reimbursement for Expenses. Contractor shall not be reimbursed for
any expenses unless authorized in writing by City.
3.3.4 Extra Work. At any time during the term of this Agreement, City may
request that Contractor perform Extra Work. As used herein, "Extra Work" means any work
which is determined by City to be necessary for the proper completion of the Services, but
which the parties did not reasonably anticipate would be necessary at the execution of this
Agreement. Contractor shall not perform, nor be compensated for, Extra Work without
written authorization from City's Representative.
3.4 Accounting Records.
3.4.1 Maintenance and Inspection. Contractor shall maintain complete and
accurate records with respect to all costs and expenses incurred under this Agreement. All
such records shall be clearly identifiable. Contractor shall allow a representative of City
during normal business hours to examine, audit, and make transcripts or copies of such
records and any other documents created pursuant to this Agreement. Contractor shall
allow inspection of all work, data, documents, proceedings, and activities related to the
Agreement for a period of three (3) years from the date of final payment under this
Agreement.
3.5 Ownership of Materials and Confidentiality
3.5.1 Documents&Data; Licensinq of Intellectual Propertv. This Agreement
creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or
sublicense any and all copyrights, designs, and other intellectual property embodied in
plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically, electronically or otherwise recorded or stored, which are
prepared or caused to be prepared by Contractor under this Agreement ("Documents &
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
Data"). All Documents& Data shall be and remain the property of the City, and shall not be
used in whole or in substantial part by Contractor on other projects without the City's
express written permission. Within thirty (30) days following the completion, suspension,
abandonment or termination of this Agreement, Contractor shall provide to City
reproducible copies of all Documents & Data, in a form and amount required by City. City
reserves the right to select the method of document reproduction and to establish where
the reproduction will be accomplished. The reproduction expense shall be borne by City at
the actual cost of duplication. In the event of a dispute regarding the amount of
compensation to which the Contractor is entitled under the termination provisions of this
Agreement, Contractor shall provide all Documents & Data to City upon payment of the
undisputed amount. Contractor shall have no right to retain or fail to provide to City any
such documents pending resolution of the dispute. In addition, Contractor shall retain
copies of all Documents & Data on file for a minimum of five (5)years following completion
of said Services, and shall make copies available to City upon the payment of actual
reasonable duplication costs. In addition, before destroying the Documents & Data
following this retention period, Contractor shall make a reasonable effort to notify City and
provide City with the opportunity to obtain the documents.
3.5.2 Subcontractors. Contractor shall require all subcontractors to agree in
writing that City is granted a non-exclusive and perpetual license for any Documents& Data
the subcontractor prepares under this Agreement. Contractor represents and warrants that
Contractor has the legal right to license any and all Documents & Data. Contractor makes
no such representation and warranty in regard to Documents & Data which were prepared
by design professionals other than Contractor or its subcontractors, or those provided to
Contractor by the City.
3.5.2 Right to Use. City shall not be limited in any way in its use or reuse of
the Documents and Data or any part of them at any time, provided that any such use not
within the purposes intended by this Agreement without employing the services of
Contractor shall be at City's sole risk.
3.6 General Provisions.
3.6.1 Termination of Agreement.
3.6.1.1 Grounds for Termination. City may, by written notice to
Contractor, terminate the whole or any part of this Agreement at any time and without
cause by giving written notice to Contractor of such termination, and specifying the effective
date thereof, at least seven (7) days before the effective date of such termination. Upon
termination, Contractor shall be compensated only for those services which have been
adequately rendered to City, and Contractor shall be entitled to no further compensation.
Contractor may not terminate this Agreement except for cause.
3.6.1.2 Effect of Termination. If this Agreement is terminated as
provided herein, City may require Contractor to provide all finished or unfinished
Documents and Data and other information of any kind prepared by Contractor in
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
connection with the performance of Services under this Agreement. Contractor shall be
required to provide such document and other information within fifteen (15) days of the
request.
3.6.1.3 Additional Services. In the event this Agreement is
terminated in whole or in part as provided herein, City may procure, upon such terms and in
such manner as it may determine appropriate, services similar to those terminated.
3.6.2 Delivery of Notices. All notices permitted or required under this
Agreement shall be given to the respective parties at the follow address, or at such other
address as the respective parties may provide in writing for this purpose:
Contractor:
West Coast Arborists, Inc
2200 E. Via Burton Street
Anaheim, CA 92806
Attention: Patrick Mahoney - President
City:
City of Norco
2870 Clark Avenue
Norco, CA 92860
Attention: Director of Public Works
Such notice shall be deemed made when personally delivered or when mailed, forty-eight
(48) hours after deposit in the US Mail, first class postage prepaid and addressed to the
party at its applicable address. Actual notice shall be deemed adequate notice on the date
actual notice occurred, regardless of the method of service.
3.6.3 Cooperation; Further Acts. The Parties shall fully cooperate with one
another, and shall take any additional acts or sign any additional documents as may be
necessary, appropriate or convenient to attain the purposes of this Agreement.
3.6.4 Attorney's Fees. If either party commences an action against the other
party, either legal, administrative or otherwise, arising out of or in connection with this
Agreement, the prevailing party in such litigation shall be entitled to have and recover from
the losing party reasonable attorney's fees and all other costs of such action.
3.6.5 Indemnification. To the furthest extent allowed by law, Contractor shall
indemnify, hold harmless and defend the City and its officers, officials, employees, agents
and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and
damages (whether in contract, tort or strict liability, including but not limited to personal
injury, death at any time and property damage), and from any and all claims, demands and
actions in law or equity (including reasonable attorney's fees and litigation expenses) that
arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of
Contractor, its principals, officers, employees, agents or volunteers in the perFormance of
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
this Agreement.
If Contractor should subcontract all or any portion of the services to be performed under
this Agreement, Contractor shall require each subcontractor to indemnify, hold harmless
and defend the City and its officers, officials, employees, agents and volunteers in
accordance with the terms of the preceding paragraph.
This section shall survive termination or expiration of this Agreement.
3.6.6 Entire Agreement. This Agreement contains the entire Agreement of
the parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements. This Agreement may only be modified by a writing signed
by both parties.
3.6.7 Governing Law. This Agreement shall be governed by the laws of the
State of California. Venue shall be in Riverside County.
3.6.8 Time of Essence. Time is of the essence for each and every provision
of this Agreement.
3.6.9 Citv's Right to Emplov Other Contractors. City reserves right to
employ other Contractors in connection with said Services.
3.6.10 Successors and Assiqns. This Agreement shall be binding on the
successors and assigns of the parties.
3.6.11 Assignment or Transfer. Contractor shall not assign, hypothecate or
transfer, either directly or by operation of law, this Agreement or any interest herein without
the prior written consent of the City. Any attempt to do so shall be null and void, and any
assignees, hypothecates or transferees shall acquire no right or interest by reason of such
attempted assignment, hypothecation or transfer.
3.6.12 Construction; References; Captions. Since the Parties or their agents
have participated fully in the preparation of this Agreement, the language of this Agreement
shall be construed simply, according to its fair meaning, and not strictly for or against any
Party. Any term referencing time, days or period for performance shall be work days
(Monday through Friday, excluding holidays). All references to Contractor include all
personnel, employees, agents, and subcontractors of Contractor, except as otherwise
specified in this Agreement. All references to City include its elected officials, officers,
employees, agents, and volunteers except as otherwise specified in this Agreement. The
captions of the various articles and paragraphs are for convenience and ease of reference
only, and do not define, limit, augment, or describe the scope, content or intent of this
Agreement.
3.6.13 Amendment; Modification. No supplement, modification or amendment
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.6.14 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel or otherwise.
3.6.15 No Third-Party Beneficiaries. There are no intended third-party
beneficiaries of any right or obligation assumed by the Parties.
3.6.16 Invaliditv; Severabilitv_. If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the
remaining provisions shall continue in full force and effect.
3.6.17 Prohibited Interests. Contractor maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working
solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that
it has not paid nor has it agreed to pay any company or person, other than a bona fide
employee working solely for Contractor, any fee, commission, percentage, brokerage fee,
gift or other consideration contingent upon or resulting from the award or making of this
Agreement. Contractor further agrees to file, or shall cause its employees or
subcontractors to file, a Statement of Economic Interest with the City's Filing Officer as
required under state law in the performance of the Services. For breach or violation of this
warranty, City shall have the right to rescind this Agreement without liability. For the term
of this Agreement, no member, officer or employee of City, during the term of his or her
service with City, shall have any direct interest in this Agreement, or obtain any present or
anticipated material benefit arising therefrom.
3.6.18 Equal Opportunity Emplovment. Contractor represents that it is an
equal opportunity employer and it shall not discriminate against any subcontractor,
employee or applicant for employment because of race, religion, color, national origin,
handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to,
all activities related to initial employment, upgrading, demotion, transfer, recruitment or
recruitment advertising, layoff or termination. Contractor shall also comply with all relevant
provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other
related programs or guidelines currently in effect or hereinafter enacted.
3.6.19 Labor Certification. By its signature hereunder, Contractor certifies
that it is aware of the provisions of Section 3700 of the California Labor Code which require
every employer to be insured against liability for Workers' Compensation or to undertake
self-insurance in accordance with the provisions of that Code, and agrees to comply with
such provisions before commencing the perFormance of the Services.
3.6.20 Authority to Enter Agreement. Contractor has all requisite power and
authority to conduct its business and to execute, deliver, and perForm the Agreement. Each
Party warrants that the individuals who have signed this Agreement have the legal power,
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
right, and authority to make this Agreement and bind each respective Party.
3.6.21 Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
3.7 Subcontracting.
3.7.1 Prior Approval Required. Contractor shall not subcontract any portion
of the work required by this Agreement, except as expressly stated herein, without prior
written approval of City. Subcontracts, if any, shall contain a provision making them subject
to all provisions stipulated in this Agreement.
Name of Contractor: West Coast Arborists, Inc.
*gy:
Patrick Mahoney - President
NOTE: SIGNATURES OF CORPORATE OFFICIALS MUST BE NOTARIZED.
Attach Certificate of Notary Acknowledgement
OWNER: CITY OF NORCO, a municipal corporation
*
gy:
Robin Grundmeyer, Mayor
ATTEST:
Dana Roa, CMC, City Clerk
APPROVED AS TO FORM:
Harper & Burns, LLC, City Attorney
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
EXHIBIT A
TREE TRIMMING, REMOVAL, AND PLANTING
CONTRACT SERVICES RFP
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
EXHIBIT B
CONTRACTOR PROPOSAL & FEES
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
GENERAL LIABILITY ENDORSEMENT
CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5678
A. POLICY INFORMATION Endorsement #
1. Insurance Company
Policy Number
2. Policy Term (From) (To)
Endorsement Effective Date
3. Named Insured
4. Address of Named Insured
5. Limit of Liability Any One Occurrence/Aggregate
$ �
6. Deductible or Self-Insured Retention (Nil unless otherwise specified):
7. Coverage is equivalent to:
Comprehensive General Liability Form GL0002 (Ed. 1/73)
Commercial General Liability "Occurrence" Form CG0001
8. Bodily Injury and Property Damage Coverage is:
"occurrence"
Note: The City of Norco standard insurance requirements specify "occurrence" coverage.
"Claims-made"coverage is not acceptable. If commercial general liability form or equivalent
is used, the general aggregate must apply separately to this location/project or the general
aggregate must be twice the occurrence limit.
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
9. Description of Project:
The City utilizes a 5-year trimming program (divided up into grids) intended to trim
every tree within a 5-year period and is provided on the City's website so residents
can know what year their frontage trees might be trimmed. The City Tree Trimming
Contract will provide tree trimming services of all public trees within the city limits of
the City of Norco. The contractor shall provide all labor, equipment, tools, fuel,
materials, dumping, insurance, supervision, and all other items needed to deliver
excellent tree maintenance services.
B. POLICY AMENDMENTS
This endorsement is issued in consideration of the policy premium. Notwithstanding any
inconsistent statement in the policy to which this endorsement is attached or any other
endorsement attached thereto, it is agreed as follows:
1. INSURED. As respects any work performed on the above described Project, the
City of Norco, its elected or appointed officers, officials, employees, consulting
engineers, and volunteers are included as insured with regard to damages and
defense of claims arising from: (a) activities performed by or on behalf of the
Named Insured, (b) products and completed operations of the Named Insured,
or (c) premises owned, leased, or used by the Named Insured.
2. CONTRIBUTION NOT REQUIRED. As respects: (a) work performed by the
Named Insured on the above described Project for or on behalf of the City of
Norco; or(b) products sold by the Named Insured to the City of Norco for use on
the Project; or(c) premises leased by the Named Insured from the City of Norco,
the insurance afforded by this policy shall be primary insurance as respects the
City of Norco, its elected or appointed officers, officials, employees, consulting
engineers, or volunteers; or stand in an unbroken chain of coverage excess of
the Named Insured's schedule underlying primary coverage. In either event, any
other insurance maintained by the City of Norco, its elected or appointed officers,
officials, employees, consulting engineers, or volunteers shall be in excess of
this insurance and shall not contribute with it.
3. SCOPE OF COVERAGE. This policy, if primary, affords coverage at least as
broad as:
(1) Insurance Services Office Form Number GL 0002 (Ed. 1/73),
Comprehensive General Liability Insurance and Insurance Services Office
form number GL 0404 Broad Form Comprehensive General Liability
endorsement; or
(2) Insurance Services Office Commercial General Liability Coverage,
"Occurrence" Form CG 0001; or
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
(3) If excess, affords coverage which is at least as broad as the primary
insurance forms referenced in the preceding Sections (1) and (2).
4. SEVERABILITY OF INTEREST. The insurance afforded by this policy applies
separately to each insured who is seeking coverage or against whom a claim is
made or a suit is brought, except with respects to the Company's limit of liability.
5. PROVISIONS REGARDING THE INSURED'S DUTIES AFTER ACCIDENT OR
LOSS. Any failure to comply with reporting provisions of the policy shall not
affect coverage provided to the City of Norco, its elected or appointed officer,
officials, employees, consulting engineers or volunteers.
6. CANCELLATION NOTICE. The insurance afforded by this policy shall not be
suspended, voided, canceled, reduced in coverage or in limits except after 30
days prior written notice by certified mail return receipt requested has been given
to the City of Norco. Such notice shall be addressed as shown in the heading of
this endorsement.
C. INCIDENT AND CLAIM REPORTING PROCEDURE
Incidents and claims are to be reported to the insurer at:
ATTN:
(Title) (Department)
(Company)
(Street Address)
(City) (State) (Zip Code)
(Telephone Number)
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
D. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE
INSURER
I, , warrant that I have authority to
(Print/Type Name)
bind the below-listed insurance company and by my signature hereon do so bind this
company.
SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original Signature required on endorsement furnished to the City of Norco)
ORGANIZATION:
TITLE:
ADDRESS:
TELEPHONE:
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
AUTOMOBILE LIABILITY ENDORSEMENT
CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5678
A. POLICY INFORMATION Endorsement#
1. Insurance Company
Policy Number
2. Policy Term (From) (To)
Endorsement Effective Date
3. Named Insured
4. Address of Named Insured
5. Limit of Liability Any One Occurrence/Aggregate
$ �
6. Deductible or Self-Insured Retention
(Nil unless otherwise specified):
$
B. POLICY AMENDMENTS
This endorsement is issued in consideration of the policy premium. Notwithstanding any
inconsistent statement in the policy to which this endorsement is attached or any other
endorsement attached thereto, it is agreed as follows:
1. INSURED. The City of Norco, its elected or appointed officers, officials,
consulting engineers, employees and volunteers are included as insured with
regard to damages and defense of claims arising from: the ownership, operation,
maintenance, use, loading or unloading of any auto owned, leased, hired or
borrowed by the Named Insured, regardless of whether liability is attributable to
the Named Insured or a combination of the Named Insured and the City of
Norco, its elected or appointed officers, officials, employees, consulting
engineers or volunteers.
2. CONTRIBUTION NOT REQUIRED. As respects work performed by the Named
Insured for or on behalf of the City of Norco, the insurance afforded by this policy
shall: (a) be primary insurance as respects the City of Norco, its elected or
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
appointed officers, officials, employees, consulting engineers or volunteers; or
(b) stand in an unbroken chain of coverage excess of the Named Insured's
primary coverage. In either event, any other insurance maintained by the City of
Norco, its elected or appointed officers, officials, employees or volunteers shall
be in excess of this insurance and shall not contribute with it.
3. SCOPE OF COVERAGE. This policy, if primary, affords coverage to the Named
Insured at least as broad as:
(1) Insurance Services Office form number CA 00001 (Ed. 1/78), Code 1 ("any
auto") and endorsement CA 0025.
(2) If excess, affords coverage which is at least as broad as the primary
insurance forms referenced in the preceding Section (1).
4. SEVERABILITY OF INTEREST. The insurance afforded by this policy applies
separately to each insured who is seeking coverage, or against whom a claim is
made or a suit is brought, except with respect to the Company's limit of liability.
5. PROVISIONS REGARDING THE INSURED'S DUTIES AFTER ACCIDENT OR
LOSS. Any failure to comply with reporting provisions of the policy shall not
affect coverage provided to the City of Norco, its elected or appointed officer,
officials, employees, consulting engineers or volunteers.
6. CANCELLATION NOTICE. The insurance afforded by this policy shall not be
suspended, voided, canceled, reduced in coverage or in limits except after 30
days prior written notice by certified mail return receipt requested has been given
to the City of Norco. Such notice shall be addressed as shown in the heading of
this endorsement.
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
C. INCIDENT AND CLAIM REPORTING PROCEDURE
Incidents and claims are to be reported to the insurer at:
ATTN:
(Title) (Department)
(Company)
(Street Address)
(City) (State) (Zip Code)
(Telephone Number)
D. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE
INSURER
I, , warrant that I have authority to
(Print/Type Name)
bind the below-listed insurance company and by my signature hereon do so bind this
company.
SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original Signature required on endorsement furnished to the City of Norco)
ORGANIZATION:
TITLE:
ADDRESS:
TELEPHONE:
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
WORKER'S COMPENSATION/EMPLOYER'S LIABILITY ENDORSEMENT
CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5678
A. POLICY INFORMATION Endorsement #
1. Insurance Company
("the Company")
Policy Number
2. Effective Date of this Endorsement
3. Named Insured
7. Employer's Liability Limit (Coverage B)
B. POLICY AMENDMENTS
In consideration of the policy premium and notwithstanding any inconsistent statement in
the policy to which this endorsement is attached or any other endorsement attached
thereto, it is agreed as follows:
(1) Cancellation Notice. The insurance afforded by this policy shall not be
suspended, voided, canceled, reduced in coverage or in limits except after 30
days prior written notice by certified mail return receipt requested has been given
to the City of Norco. Such notice shall be addressed as shown in the heading of
this endorsement.
(2) Waiver of Subrogation. The Insurance Company agrees to waive all rights of
subrogation against the City of Norco, its elected or appointed officers, officials,
agents and employees for losses paid under the terms of this policy which arise
from work performed by the Named Insured for the City of Norco.
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
C. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE
INSURER
I, , warrant that I have authority to bind
(Print/Type Name)
the below-listed insurance company and by my signature hereon do so bind this company.
SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original signature required on endorsement furnished to the City of Norco)
ORGANIZATION:
TITLE:
ADDRESS:
TELEPHONE:
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
Form YY�9 Request for Taxpayer Give Form to the
(Rev.December2014) Identification Number and Certification requester.Donot
�epartment of the Treasury send to the IRS.
Intemal Revenue Service
1 Name(as shown on your fncome tax return).Name is required on thfs Ifne;do not leave thfs Ifne blank.
2 Busfness nameJdfsregarded entfty name,ff dffferent from a6ove
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�- 3 Check appropriate 6ox for federal tax dassification;check only one of the following seven boxes: 4 Exemptfons(codes apply only to
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a O single-member LLC Exempt payee code(if any)
�.•U �Lfmfted ifa6flfty company.Enter the tax classfffcatfon(C=C corporatfon,S=S corporatfon,P=partnershfp)►
? Note.For a sin le-member LLC that is disre arded,do nat check LLC;check the a Exemption from FATCA reporting
`p g g ppropriate box in the line abave for
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7 List account number(s)here(optional)
Taxpayer ldentification Number(TIN]
Enter your TIN in the appropriate box.The TIN provided must match the name given on line 1 to avoid Social security number
backup withholding.For individuals,this is generally your social security number(SSN).However,for a � -� -�
resident alien,sole proprietor,or disregarded entity,see the Part I instructions on page 3. For other
entities,it is your employer identification number(EIN). If you do not have a number,see How to get a
TIN on page 3. or
Note.If the account is in more than one name,see the instructions for line 1 and the chart on page 4 for Employer identification num6er
guidelines on whose number to enter.
Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number(or I am waiting for a number to be issued to me�;and
2. I am not subject to backup withholding because:(a)I am exempt from backup withholding,or(b�I have not been notified by the Internal Revenue
Service(IRS)that I am subject to backup withholding as a result of a failure to report all interest or dividends,or(c)the IRS has notified me that I am
no longer subject to backup withholding;and
3. I am a U.S.citizen or other U.S.person(defined below);and
4.The FATCA code(s�entered on this form(f any�indicating that I am exempt from FATCA reporting is correct.
Certification instructions.You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding
because you have failed to report all interest and di�idends on your tax return.For real estate transactions,item 2 does not apply.For mortgage
interest paid,acquisition or abandonment of secured property,cancellation of debt,contributions to an individual retirement arrangement(IRA),and
generally,payments other than interest and dividends,you are not required to sign the certification,but you must provide your correct TIN.See the
instructions on page 3.
Sign Signature of
Here 11.S.persan� Date►
General I nstructions •Form 1098(home mortgage fnterest),1098-E(student loan fnterest),1098-T
�tu�t�o�>
Sectfon references are to the Intemal Revenue Code unless othenvfse nuted. .Form 1099-C(canceled debt)
Future develapments.Information a6out developments affectfng Form W-9(such .Form 1099-A(acqufsftion or a6andonment of secured property)
as legislation enacted after we release it)is at www.irs.gov/fw3.
llse Form W-9 only ff you are a 11.S.person(ndudfng a resfdent alien),to
Purpose of Form provfde your correct TIN.
An indfvidual or entity(Form W-9 requester)who fs reqwred to file an fnformatfon 1f you do rrot return Form W-9 to the requesfer wlth a TIN,you mfght be sub1ect
return wfth the IRS must o6tafn your correct taxpayer fdentfffcatfon number(fIN) to backup wrthholding.See Whatis backup wrthholdrrrg?on page 2.
whfch may 6e your socfal securfty num6er(SSN),fndfvfdual taxpayer fdentfffcatfon By sfgnfng the fflled-out form,you:
num6er(ITIN),adaption taxpayer identification num6er(ATIN),ar emplayer 1.Certify that the TIN you are givfng fs correct(or you are waitfng for a num6er
identification number(EIN),to report on an information retum the amount paid to to 6e issued),
yau,or other amount reportable on an fnformatfon retum.Examples of fnformatfon
retums include,but are not limited to,the following: 2.Certify that you are not subject to backup withhalding,or
•Form 1099-INT(fnterest earned or paid) 3.Clafin exemptfon from 6ackup wfthholdfng ff you are a 11.5.exempt payee.If
•Form 1099-0IV(dividends,including those from stacks or mutual Tunds) appGca6le,you are also certffying that as a 11.S.person,your alloca6le share of
any partnership income from a 11.5.trade or busness is not su6ject to the
•Form 1099-MISC(vanous types of fncome,pnzes,awards,or grass proceeds) wfthholdfng ta�c on forefgn partners'share of effectfvely connected fncome,and
•Form 1099-B(stock or mutual fund sales and certafn other transactfons 6y 4.Certify that FATCA code(s)entered on this form(if any)indicating that you are
6rokers) exempt from the FATCA reportfng,is correct.See Whatfs FATCR repoKlrrg?on
•Form 1099-5(proceeds from real estate transactions} page 2 for further fnformatfon.
•Form 1099-K(merchant card and thfrd party network transactfons)
Cat.No.10231X Form W-9(Rev.12-2014)
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
Form W-9(Rev.12-2014) Page`�
Nate.IF you are a IJ.S.person and a requester gives you a form oiher ihan f orm 3.The IRS tells the requester[hal you fumished an incorreci TIN,
W-9 to reyuest your T1N,you must use the requester's form ii it is su6stantially q,�e IRS tells you that you are suhjeci to�ackup wfthholding 6ecause you did
similar to this Form W-9. not report all your irrterest and divVdends on your t�mhim(for reporta6le interest
Definition of a U.S.person.For federal tax purposes,you are considered a U.S. and dividends only),or
�erson ff you are. 5.You do not certffy to the requester that you are not su6ject to 6ackup
•An indfvfdual who fs a 11.5.cftizen or IJ.S.resfdent alfen; vdithholdfng under 4 a6ove(for reporta6le fnierest and divfdend accounts opened
•A partnership,cnrporation,company,or assodation created or organized m the after 19&3 only).
Unlled States or undar the laws of the Unfted Stales; Cerkafn payees and payments are exempt from 6ackup wdhhaldfng.See F_xempt
•An astate{other ihan a toreign estate);ar payee code on page 3 and the separate Instniciions for the Requesier of Fprm
W-9 for more information.
•A dumesiic hust(as defined In Regulations sectian 301.77U1-7).
Also see Specra!ruJes for partrrerships a6ove.
Special rules for partnerships.Partnerships that conduct a trade or business in
the llnded StatPs are generally requfred to pay a wfthhnldfng#ax under section What is FAT�A reporting?
1446 on any foreign partners'share of effectively connected taxa6le income from
such business.Furiher,m certafn cases where a Form W-9 has not been received, 1he Foreign ArcouN Tax Campliance Act(FATCA}requires a participating fareign
the rules under secilon 1446 require a partnership to presunie that a partner is a financVal insidution to report all Llnited States account holders that are specffied
foreign person,and pay the section 1446 withholding tax.Therefore,if yati are a Llnited States persons.Certain payees are exempt from FATCA repnrting.See
U.S.person thai fs a partner in a partnership conductfng a trade or husfness in#he Exemption bom FATCA reporting code on page 3 and the Instn�ctions for the
lJnited States,provide Form W-9 to the partnership to establish your 11.5.status Requester of Form W-9 ior more fnformation.
and avoid sectian 1448 withholding on your share of partnership income.
In ihe cases belnw,the 1'ollowinc�persan must give Form W-9 to the partnership Updating Your Information
for purposes of esta6lishfng fts 11.5.status and avoidfng wfthholdfng on fts You musi provide updated informatfon to any person to whom you daimed to 6e
allocable share nf net income from the partnership conducting a Vade or 6usiness an exem�t payee if you are no longer an exempt payee and anticipate receiving
fn the Un�ted States: reportable payments fn the future from ihis person.For example,ynu may need ia
•In the case oi a dfsregarded entity with a L1.S.owner,the U.S.nwner otihe provfde updated information if you are a C corporatfon that elects to he an S
disregarded entity and not the entity; corporation,or if you no longer are tax exempt.In addition,you must iumish a new
Form W-9 rfthe name or TIN changes for the account;for axample,if the grantnr
•In the case of a grantor trust wiih a IJ.S.grantor or�ther IJ.S.owner,generally, nt a grantor trusi dies.
the U.S.grantor or ather U.S.owner of the grantor trust and not the trust;and
•In the case of a L1.S.hust(other than a grantor trtist),the U.S.trust{othsr than a P211��tI�S
grantar trust)and nat the k�eneficianes af the trust. Failure to fumish TIN.If you fafl to furnYsh your correci TIN fo a requester,you are
Foreign person.If you are a foreign person nr the IJ.S.bianrh of a 1'orefgn bank subject tn a penalty of$50 for each such failure unless ynur failure is due to
[hat has elected to 6e treated as a 11.5.�erson,do not use Form W-9.Instead,use reasonable cause and not to wflliul neglect.
the appropi iate Form W-8 or Form$233(see Pu6lication 515,Withhaldiny o(Tax Civil penalty for false information with respect ta withhalding.If yau make a
nn Nonresfdent Aliens and Forefyn Entftfes). false statement with no reasona6le 6asis that resul[s in nn 6ackup withholding,
Nanresident alien wha 6ecnmes a resident alien.Generally,only a nonresident you are suhjecl to a$500 penal[y.
alien individual may use the terms of a tax treaty to reduce or eliminate U.S.tax on Criminal penaliy for falsifying information.Wfllfully falsffying certfffcatfons or
certain types af fncome.However,most tax treaties conlam a provfsfon knawn as �fffrmaifons rriay subject you to crfmfnal penaltfes�ncludfng ftnes and/or
a"saving dause.°Exceptions specified in the saving dause may permrt an impnsonment.
exemption from tax to continue for certain types of income even after the payee
has athenvise hecome a L1.S.resident alien for tax purposes. Misuse ofTlNs.li[he requester diseloses or uses TINs in violation af federal law;
If you are a IJ,S,resident alfen who fs relyfng on an excepiion contained in the the requester may 6e suuject tr�ci�nl and cnmfnal penalties.
sa�rfng dause oi a tax treaty to daim an exemptfon from 11.5.tax on certam ty�es
af income,yau must attach a statement ta Farm W-9 lhat specfffes the following Specific I nstructions
ffve ftems:
1.The treaty country.Generally,this musi be the same treaty under which ynu Line 1
claimed exempiion from tax as a nonresident alien. You must enter one of the following an this line;do not leave this line blank,The
2.The treaty artide addressing the income. name should match the name on your tax return.
3.The artde num6er(or location}in the ta�c treaty that contains the saving If thfs F�rm W-9 Ys for a jofnt account,Ifst first,and then cfrde,the name of the
clause and its exceptions. person or entity whose i�um6er you entered in Part I of Form W-9.
4.The type and amount of fncome that qualfffes for the exemptfon from tax. a. IndividuaL Generally,enter the name shown on your tax return.IT you ha�e
changed your last name wfthout iniorming the Sacial Security Administratian(SSA)
5.Sufffcfent facts to justfiy the exemption from tax under the terms of the treaty �f ihe name change,enter your ffrst name,ihe last name as sh�wn on your socfal
artide. securfty card,and your new last name.
Example.�.rtfcle 20 of the 11.S.-Chfna income tax treaty allows an exemptfon Note.ITIN applicaM:Enter your individual name as it was entered on your Form
from t�for scholarship inr,�me received 6y a Ghinese studenttemporarily present �_�applicat�on,line 1 a.This should also be the same as the name you antered on
in ihe Unded States.Under L1.S.law,this studeni will 6ecome a resident alfen for the Farm 104011[140�1/104QEZ you filed with your ap�lication.
tax purposes if his or her stay in the llnited States exceeds 5 calendar years.
Hnwever,paragraph 2 of the first Protocol ta the L1.S.-China treaty{dated April 30, 6. Sole proprietor or single-mem6er LLC.Enter your indiuidual name as
1984)allows ihe provfsfons of Artide 20 to cnntfnue to apply even atter the shown on y�ur 1040/1040A/1040EZ on Ifne 1.You may enter ynur 6usiness,trade,
Chinese student 6ecomes a resident alien of the lJnited States.A Chinese student �r"dofng 6usfness as"(�LiA)name on Ifne 2.
who qualifies for thfs exception(under�aragraph 2 of the first protocol)and is c. Partnership,LLC that is not a single-member LLC,G Corporation,ar S
relyfng on thfs exceptfon to clafm an exemption from[ax on hfs or her scholarshfp Corporation.Enter the entiry's name as shown on ihe entity's tax retum on line 1
❑r Pellowship income would attach to Form W-9 a statement ihat indudes the and any busfness,trade,or�6A name on line 2.
intormaiion descnbed above to support that�xemption. d. Other entities.Enter your name as shown on requfred U.S,federal t�
ft you are a nonresident alien or a foreign antity,give the requester the documents on Ilne 1.This name should match the name shown on tha eharter or
apprnpriate com�leted Form W-F4 or Form 8233. nther legal document creatiny the entity.You may enter any business,trade,ar
�[3A name on lin�2_
Backup Withholding e. Disregarded entity.For IJ.S.federal tax purposes,an entity that is
What is hackup withholding?Persons makfng certain payments to you must disregarded as an entity separate hom fts owner is treated as a"dfsregarded
under certain conditions wiihhold and pay to the IRS 28%oi such paymenis.This en4ty.° See Regulatfons secGnn 301.7701-2(c)(2)(0}.Enter the owner's name on
fs called"6ackup withholdfnc�°' Payments that may 6e su6ject to backup line 1.The name of the entity entered on line 1 should never 6e a dlsregarded
withholding indude interest,ta;c-exempt inierest,dividends,6roker and 6arter entity.The name on line 1 should be the nameshown on the income tax retum on
exchange transactions,rents,royafNes,nonemployee pay,payments made in whfr.h the fncome should be reported.For example,if a ioreign LLC that fs treated
settlement of payment card and thfrd party nehn�ork transactions,and certam as a disregarded entity for IJ.S.federal tax purposes has a single owner that is a
payments from fishing 6oat operators.Real estate transactions are not su6ject io U.S.persan,the L1.S.nwner's name is required to be provided on line 1.If the
6ackup wfthhaldfng. direct owner ot the entfty fs also a dfsregarded entfty,enter the first owner that is
You will not be subject to 6ackup wf#hholdfng on payments you recefve ff you nut disregarded for federal ta�c purposes.Enter the dfsregarded entfty's name on
give the requester your cnrreot TIN,make the proper certifications,and report all Ifne 2,"Business nameldfsregarded enirty name"ffthe owner ofthe disregarded
yaur taxable interest and dividends on yaur tan retum. entity is a forefgn person,the nwner must r.omplete an approprfate Form W-8
instead of a Fonn W-9. This is the case even if the forei�n person has a IJ.S.TIN.
Payments you receive will be subject to backup withholding if:
1.You do nnt iumish ynur TIN tn tl�e requester,
2.You du not cartify your TIN when required(see the Part II instructions on page
3 for details),
DocuSign Envelope ID:44AB4616-3F66-492C-AF68-02E3AC897593
Form W-9(Rev.12-2014) I�age 3
Llne 2 `However,the tollowYng payments made to a corporation and reporta6le un Form
It ynu have a 6usiness name,trade name,�BA name,or dfsregarded entity name, 1099-MISC are nnt exempt frnm 6ackup wfthhalding:medical and health care
you may enter ft on line 2. payments,attomeys'fees,gross proceeds paid to an attomey reportal�le under
sectinn 6045(fl,and�ayments for services�aafd 6y a tederal execuiiva agency.
Line 3 Exemption from FATCA reporting code.The tollowfng codes identffy payees
Check the appropnate box in line 3 for the L1.S.federal tax dassfication of the that are exemptfrom reporting under FATCA.These codes apply to persons
person whose name is entered on line 1.Check only one box in line 3. submitting this Yorm Por accounts mainiained outside of the United States by
Limited Liahility Company{LLC].If the name un Ifne 1 fs an LLC treated as a certain forefgn ffnancial fnstitufYons.ThereFore,if you are only su6mitting thfs torm
for an account you hold fn the lJnfted States,you may leave thfs ffeld blank.
partnership for L1.S.federal t�c purposes,chack tha"Limited Lia6ility Company" Consuft with the person requesting this fc�nn if you are ui�certain'rfthe financfal
6ax and enter"P"in the space piovided.IT the LLt;has filed Form 8832 or 2553 to instftution is su6�ect to these requirements.A requester may fndicate that a code fs
he taxed as a corporatfon,check the"LYmfted Liability Company"box and in the not required by r�ro�iding you wfth a Form W-9 with"Not Applica6le"(or any
space provided enter°C"for C cnrporation or"S"for 8 corporatfon.If it is a similar fndfcation)wrrtten or printed on ihe line for a FATCA exemptfon code.
single-mem6er LLC that is a disregarded enfih/,do not check the"Limited Li:a6flfty
Compan�'6ox;instead checkthe first 6ox In fine 3"IndividuaUsole proprietor or A—An organization exempt from tax under section 501(a)or�rry indiV�dual
sfngle-member LLC." retirement plan as deffned fn section 7701(a)(3�
B—The lJnited States or any of its agencfes or fnstrumentalftfes
Line 4, Exemptians
If ynu are exempt from 6ackup withholding and/or FATCA reporting,enter in the C—A state,the�istrfct of ColumbYa,a U.S.commonwealih or possessYnn,nr
a ro nate s ace in Ime�1 an ode s that ma a I to you. any of iheir political su6divisions or instrumentalities
PP P P V� I) Y PPY
Exempt payee code. n—A corporatfon the sfock of whfch fs regularly traded on one or more
�Stablfshed securftfes markets,as desr,rfbed fn Regulations section
• Generally,indnnduals{includmg sole proprfetors)are not exempt trom packup 1.1472-1(c)(1)O
�viihholdiny. E—A corpora#fon that is a member nf the same expanded affflfated group as a
• Except as�rovided below,corporations are exempt hom 6ackup withholdfng corporatfon described fn RegulaLons section 1.1472-1(c)(1)O
for certain payments,indudfng lnterest and dividends. F—A dealer fn secunties,commodii�es,or demiafive financial insiruments
• Corporatinns are not exempt from backup avithholding for payments made in (ncludfng notfonal pnncipal contracts,iutures,forwards,and options)that is
settlement of payment card nr third�arty network transactions. registered as such under the laws of ihe United Siates or any state
• Carporations are not exempt fmm backup withholding with respect to attomeys' G—A real estate investment iri�st
fees or gross proceeds paid to attomeys,and corporations that provide medical or H—A regulated investmeni campany as defined in section 851 or an entity
heaflh care servir,es are noi exem�t wdh iesper,t to payments reporta6le on Form registered at all times during Lhe tax year und�r the Investment Company Act nf
1099-MISC. 1940
The followmg codes identifij payees that are eacempt frorn backup wrthholding. I—A common trust fund as defir7ed in section 5II4(a)
Enter the appropnate code fn the space m IYne 4.
1—An orgarnzation exem�t hom t�under sectYon 501(a),any IRA;or a J—A bank as defined in section 581
custodial accouni unde�section 403(6}(7)iF the account satisffes the requirements K—A 6roker
of sectfon d01(fl(2) L—A trust exempt fram k�c undar sectini�664 ar described in seciion 4947(a1(1)
2—The Llnfted Siates ar any of fts agencfes or instrumentalfties M—A tax exempt trust under a sectfon 403{b)plan flr sectfon 457(g)plan
3—Astate,the�fstrict of Colum6ia,a 11.S.commonwealth or possessfon,or Note.You may wish ta consul#with the financial instituGon requesting this form to
any nf their palitical subdivisions nr instrumentalities determine whether the FATCA code and/or exempt payee code shauld be
4—A forefgn government or any of its pnlitfcal su6dfvisions,agencfes,or com�leted.
instrum entaGti es
Line 5
5—A corporation
6—A daaler ln securities or commoditfes requfred to regYster in the llnited Enter your address(number,sireei,and apartment or suite num6er).This is where
States,the�fstrict ot Columbfa,or a IJ.S.commonwealth or pnssessfon the requester af this Form W-9 will mail ynur informatian returns.
7—A Tutures cammissinn merchant registered with the Camniadity Futures Line 6
Tradfng Coinmissfon Enter�/our city,state,and ZIP cnde.
&—A real estate investmerrt trust
9—An entity regfstered at all times durfng thetax year under the Investment Part I.Taxpayer ldentification Number{TIN)
Com�any Act of 1940 Enter your TIN in the apprapriate hox.lf you are a resident alien and you do noi
1�—A common trust fund operated bV a uank under section 584{a) have and are not eligible to get an SSN,your TIN is ynur IRS individual taxpayer
identificatfon nurn�er(ITIN).Enter it in the social security number 6ox�If you do riot
1 1—A financfnl fnstftutfon have an ITIN,see Ho�v to get a TIN below.
12—A middleman known in ihe invesimeni community as a nominee or If you�re a sola�roprietor and you have an EIN,you may enter eiiher your SSN
custodian or EIN.However,the IRS�reters that you use your SSN.
13—A trust exempt from tax under sectf on 664 or descrfbed in section 4947 If ynu�re a sfngle-mem6er LLC that fs disregarded as an entfty separate from fts
The tollowing chart shows typas of payments ihat may 6e exempt from 6ackup owner(see Limited Lia6ility Company(LLC)on this page),enter the owner's SSN
withholding.The chart applies to the exempt payees listed a6ove,1 [hrough 13. (or EIN,ff the owner has one).Do not enter the dfsregarded entiry's EIN.If the LLC
is dassrfied as a corporatfon or partnership,enter the entiry's EIN.
IF the paymerrt is for... THEN the paymerrt is exempt for... Note.See the charl on page 4 for further clariFcation of name and TIN
com6f nati ons.
Interest and df�idend payments All exempt payees except How to get a TIN.If you do not have a TIN,apply for one immedfately.To apply
for 7 for an SSN,yei Form SS-5,Applfcatfon fnr a Social Secunty Card,frnm ynur local
SSA office or get thfs form onlfne at ww�ncssa.gov.You may also yet thfs form 6y
&oker transactions Exempt payees 1 through 4 and 6 calliny 1-800-772-1213.Use Form W-7,Application for IRS Individual Taxpayer
through 11 and all C carparations.S Identification Nt�mber,to�pply for an ITIN,or Fnrm SS-4;Application for Emplayer
curporatfons must not enter an exempt Identiffcatfon Num6er,to apply for an EIN.You can apply for an EIN onlfne 6y
payee code 6ecause they are exempt accessfng the IRS we6sfte at www.irs.gov/businesses and clfckfng on Employer
only Tor sales of noncouered securities Identification Num6er(EIN)under Starting a[3usiness.You can get Forms W-7 and
acqufred prior to 2012, SS-d from the IRS 6y visding IRS.gov or 6y callfng 1-800 TAX-FORM
(1-800-829�676).
Barter exchange transactfons and Exempt payees 1 through 4 If you are asked to complete Farm W-9 6ut do nat have a TIN,apWly for a TIN
�5atronage dfvfdends and m�rite"Applied For"in the space for[he TIN,sign and date the farm,and giv�it
Payments over$600 required to be Uenerally,exempt�ayees tn the requester.For interest and dfvidend paymenis,and certain�aymenfs made
re orted and direct sales over$5,U00� 1 thrUu h 5� wfth respect to readfly trada6le inshuments,generally you will have 60 days to get
p g a TIN and give it to the requester 6efore you are subject to 6ackup wfthholdfng on
payments.The 60-day rule does nat apply to other rypes of payments.You will be
Payments made fn settlement of Exempt payees 1 ihrough q subject to backup wfthholding on all such payments i.intfl you provfde your TIN to
payment card or Lhird party netvdork the requester.
transactions Note.Entenng"Applied For'means that you have already applfed for a TIN or that
1 yau intend to apply for one soan.
See Fnrm 1099-MISC,Miscellaneous Income,and its instructians.
Caution:A disregarded(1.S,entity that has a forelgn o�Nner must use the
approprfate Form IN-8.
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Form W-9{Rev. 12-2014) Page 4
PBCt ��. CieCtIfICAtIUII �You must show your Indlvidual name and you may also enter your busihess or DBAhame on
ihe"8usiness namel�sregarded entiry"name line.ti'ou may use elther your SSN or EIN[f you
To esta6lish ta the withhalding ayent that you are a U.S.person,or resident alien, have one),but me i RS encourages you ro use your Ssr.l
sfgn Form W-9.You may 6e requested to sfgn 6y the wfthholdfng agent everr rf °List tirst and circle the name of the trust,estate,or pension irust.�Do not furnish rhe TII�I of the
dems 1,4,or 5 6elow fndfcate rltherwfse.
personal representative or[rustee unless ihe legal en7iN itself is rior de3ignared in the account
For a joint ac�;ount;only#he person whose TIN is shown in Part I should sign titie j Also see Special roles for partnerships on page 2
{when required).In the case c1t a dfsregarded enfity,the�erson identified on Ifne 1 "Note.Grantor also must provide a Form W-9 to trustee of rrust
must syn.6cempt�ayees,see Exemptpayee code earlfer. Nate.If nn name fs cfrcled when more than one name fs Ifsted,the num6er wfll 6e
Signature requirements.Complete the certification as indicated in items 1 considered i�6e lhat oi the first name Ifsted.
through 5 6elow.
1.Irrterest,dividend,and 6arter exchange accounts opened hefore 1984 Secure Your Tax Records from Identity Theft
and hroker accourrts considered acti�e during 1983.You musi gf�e your ldentfty thett occurs when someone uses yaur personal informatfon such as your
correct TIN,h�rt you do not have to sign ihe certffication. name,SSN,or other identifying informatinn,tivithout your permission,to cammit
2.I�rterest,dividend,hroker,and 6arter exchange accounts opened after fraud ar other crimas.An identity ihief may use your SSN to get a jnb or may file a
1983 and hraker accounts considered inactive during 1983.You must sign the tax retum using your SSN to rer,enre a refund,
cerl[ification or 6ackup withholding will apply.If you are su6�eci to 6ackup To reduce your rlsk:
withholdfng and you are merely provfdfng your correct TIN to the requester,ynu .protect your SSN,
m«st eross out Item 2 in the certification before signing the form.
•Ensure yaur emplayer is pratecting yaw SSN,and
3.Real estate transactions.Yau must sign Ihe certiffcatfon.You may cross out
item 2 of the r.ertificatinn. •Be careful when choosfng a tax preparer.
4.Other paymerrts.You must yf�e your correct TIN,but you do not have to sgn If your tax records are affected by identfty theft and you receiire a notice from
the certffir,atfon unless you have been noiitied that you have previously given an the IRS,respond right away tn the name and phone num6er printed on the IRS
incorrect TIN."�ther payments°include payments made in the course of the notice or letter.
requester's trade or 6usiness for rents,royalties,goods{other than 6ills fur If your tax records are not currently affected f�y Identf ty theit but you think you
merchandise),medical and heal#h care servfces(fnduding payments to are at risk due ta a last or stolen purse or wallet,quesiiona6le credi[card ar,iivity
corporations),payments to a nonemployee for services,payments made in nr credit report,contact the IRS Identity Theft Hotline at 1-800-908-4490 or submit
s�ttlement nf payment card and thlyd party neiVrnrk transactions,payments to Form 14039.
cerlain fishinc�uaat crev�r mem6ers and iishermen,and gross praceeds paid tn For more information,see Pu6lication 4535,Identity Theft Prevention and Uctim
attnrneys(including payments tn cnrparatians).
Assistance.
5.Mortgage irrterest paid hy you,acquisition or a6andonment of secured Vfctfms of fdentfty theft who are experiencing eronomic harm or a system
property,cancellation of de6t,qualified iuition program payments{under problem,or are seekfng help m resolving tax problems that have not been resolved
sectian 529},IRA,Coverdall ESA,Archer MSA or HSA coirtrihutions or through nnrmal rhannels,may 6e eligi6le for Taxpayer Advocate Sen+ice(fAS)
distri6utions,and pension distri6utions.You must yive your correct TIN,hut you assistance.You can reach TAS 6y calling the TA8 toll-free case intake line at
do not have to sfgn the certfffcatfon. 1_g77 777�77g qr TTY/TQ�1-800 829-4U59,
What Name and Number To Gir+e the Requester Protect yourself from suspicious emails or phishing schemes. Phishing is the
creatinn and use of email and we6sites designed to mimiclegitimate 6usiness
Far this type of accourrt: Give name and SSN of: emafls and wehsftes.The most cnmmon act Ys sending an emafl ta a iiser falsely
claimfng to be an establfshed legftfmate enterpnse fn an attempi lo scam the user
1.Individual llie individual inio surrendenng prfvate informatfon that will t�e used for fdentfty theft.
2.Two or mare individuals(jaint The acival awner aTthe accaunt or, The IRS does not fnftfate contacts wfth taxpayers,ria emails.Alsu,the IRS does
account) if comt�fned iunds,the first not request personal detafled fnformatfon throuyh emafl or ask taxpayers for the
indi��dual an the accnunt' PW num6ers,passwords,or similar secret access information for their credit card,
3.Custadian acc�unt of a minar 1he minor- hank,or other ffnancial accounts.
(Unfiorm Gift to Mfrrors Act) II'you receYve an unsolfcfted email claYming ko be from the IRS,lorward thfs
A.a.The usual revoca6le savings The grantar-trustee' message to phishingC�irs.gov.You may also repori misusa of the IRS name,logo,
trust(grantar is also lrusiee} or other IRS property to the Treasury Inspector General 1or Tax Administration
6.So-r,alled trust account that is me actual oUmer' (fIGTA}at 1 800 366-4484.Yau can forward suspfcfous emails to thP Federal
not a legal nr valid trust undar Trade Commission at:spam�uce.gov or contact them at Uvww.ftc.gov/idtheft or
state I aw 1-877-IDTHEf-T(1-877-438-4338).
5.Sole proprietorship or disregarded The owner' Vfsit IRS.yos�t�learn more ahout fdentity theft and how to reduce your nsk.
entity own�d by an fndfvfdual
6_Grant�r trust filing i.inder Optional llie grantc�r' Pri�aey Act Notice
Form 1099 Rlfng Method 1 (see
Regufations sectlon 1.671 4(b}(2)(f} Section 610�J of the Intetnal Revenue Code requires you to provide your correct
{A)} TIN ta�ersons(ncludfng federal agencYes)who are requfred to file fnformatfun
retums with the IRS to report interest,diuidends,or certain oiher irrcome paid to
For this type of account: Gi�e name and EIN ofi ypu;martgage interest you paid;the acquisition ar abandonment of secured
7.Disregarded eniity noi owned by an The owner pr�perty;the cancellation of de6t;or contri6utfons you made to an IRA,Archer
fndivldual MSA,or HSA.The person collectfng this form uses the fnformation on the torm to
8.A valfd trust,estate,or pensfon trust Legal entity' file informatian returns with the IRS,reporting the above iniarmatian.Ra�fine uses
nf this informatinn include giving it to the�epartment of Justice for civil and
9.Gnrporatiun or LLC electing The corporation crfmfnal litfgatfon and to cftfes,states,the Dfstnct of Columbfa,and U.S.
corporate status on Form 8832 or commonwealths and possessions for use in administering their laws.Tlie
Form 2553 information alsn may 6e disclosed to oiher countries under a treaty,to federal anrJ
10.Assocfation,dub,relfgfous, The organiza6on state agencfes to enforce ci�fl and cnmmal laws,or to federal law enforcement and
chantable,educational,or ather t�c- frrtellfgence agencies to combat terronsm.You must pro�fde your TIN whethee or
exempt organization not you are requfred to file a tax return.llnder section 3406,payers must generally
11-Partnership or multf-member LLC The parinershl� withhold a percentage of taxa6le fnterest,dfvfdend,and certain other payments to
a payee who daes nat give a TIN to the payer.Certain penalties may alsa apply far
12.A braker ar registered nominee The braker ar naminee pra�iding false or fraudulent infarmation.
13.Account wiih the C]epartment of The public eMity
Aynculture in ihe name of a pu6lic
entity(such as a state ar lacal
gavernment,schnal district,nr
pnson)that recelves agncultural
program payments
14.Urantor trust filing under the Farm The trust
1041 Filing Methad nr the Optinnal
Form 1099 Rlfng Method 2(see
Regulations sectian 1.671-4(b)(2)(i}
�B))
'List first and circle khe nam e of the person whose num ber You(urnish If onlY one person on a
�olnt accourit has eri SSN,that person's number must he turnisheU_
�Clyde the minor's name and iumish the minoY's SSN