HomeMy WebLinkAbout133 (Agenda Report 061824- WCA) 5.22
Agenda #: 5.22
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Meeting Date: June 18, 2024
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CITY COUNCIL �� `�� ` �"� AGENDA REPORT
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TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager �
TITLE: MAINTENANCE SERVICES AGREEMENT WITH WEST COAST
ARBORISTS, INC. TO PROVIDE TREE CARE AND MAINTENANCE
SERVICES THROUGH JUNE 30, 2029.
STRATEGIC
GOAL: Safe, Sustainable & Healthy Community
RECOMMENDATION:
A. Adopt Resolution No. 2024-27 approving cooperative purchasing for the
Maintenance Services Agreement with West Coast Arborists, Inc. for Tree Care and
Maintenance Services; and
B. Approve, and authorize the City Manager to sign, the Maintenance Services
Agreement with West Coast Arborists, Inc. for Tree Care and Maintenance Services
in the annual not-to-exceed amount of$443,300.
FINANCIAL IMPACT:
The total not-to-exceed amount of the Agreement for 2024/25 would be $443,300.
Sufficient funds are included in the 2024/25 operating budget to cover the cost of such
services. The first 2 two years of this agreement have fixed line-item pricing, with the
remaining 3 years having pre-negotiated line-item increases. In addition, the City would
have the option to extend the agreement for two (2) additional one (1) year terms,
subject to the same terms and conditions.
BACKGROUND:
The City is responsible for the maintenance of its urban forest comprised of
approximately 12,000 trees. To effectively maintain and manage the urban forest,
approximately 2,400 trees are pruned annually to ensure that all City-owned trees are
pruned every five (5) years. Maintenance responsibilities include daily maintenance,
management, planting, service requests, arborist, and emergency services for the urban
forest. Maintenance services are completed on an annual, scheduled cycle for tree
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pruning as well as service requests.
On June 19, 2018, the City Council approved a 3-year contract with 3 one-year
extensions with West Coast Arborists Inc. (WCA) to provide comprehensive tree care
and maintenance services. This Maintenance Services Agreement with WCA was
awarded by use of cooperative purchasing (commonly referred to as "piggyback").
Section 3.24.090 (f) of the City's purchasing ordinance allows the City to "piggyback"
onto similar contracts entered into by another government agency when, in the opinion
of the purchasing manager, doing so is more cost-efficient.
WCA has a proven track record of providing comprehensive and cost-effective tree
maintenance services to the City, as well as a number of local municipalities, which
include the cities of Walnut, La Puente, South EI Monte, Glendora, and Norco, to name
a few.
ANALYSIS:
On April 26, 2023 the City of Norco received 3 proposals in response to the RFP for
Tree Trimming, Removal and Planting Contract Services, and based upon their findings,
the City of Norco awarded and entered into an agreement with WCA to provide such
services.
City staff has reviewed recently submitted proposals for similar tree care and
maintenance services received by other local cities in response to their requests for
proposals. This was to ensure the rates submitted to Norco were the most cost-efficient
based on the City's anticipated work program and service needs in the upcoming fiscal
years.
Based on these findings, City staff has determined that it is in the best interest of the
City to "piggyback" off of the existing City of Norco agreement with WCA using the same
scope of services and line-item rates provided for in the City of Norco contract with
WCA, that is being recommended by City staff.
It is recommended that the City Council approves WCA's proposal for Tree Trimming,
Removal, and Planting Services for a 5-year contract period.
LEGAL REVIEW:
The City Attorney has reviewed and approved the Resolution and the Agreement as to
form.
PREPARED BY:
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Jason i liams, M nance upervisor 6/18/2024
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5.22
REVIEWED BY:
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H afari. ublic Wo s anag s y E gineer 5/30I2024 Jason acob en, inance If@C Of 6/6/2024
Attachments:
1. 5.22.a Resolution No. 2024-27
2. 5.22.b Maintenance Services Agreement with West Coast Arborists, Inc.
3. 5.22.c Exhibit A of Agreement with West Coast Arborists, Inc.
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5.22.a
RESOLUTION NO. 2024-27
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND
BAR APPROVING AND AUTHORIZING THE CITY MANAGER TO
EXECUTE A MULTI-YEAR MAINTENANCE SERVICES AGREEMENT
WITH WEST COAST ARBORIST, INC. (WCA) FOR TREE
MAINTENANCE SERVICES.
WHEREAS, State Law requires the City to adopt procedures for the purchase of
supplies, equipment and services by ordinance, but otherwise provides the City with
significant flexibility to tailor its ordinance to meet the City's needs; and
WHEREAS, the City has adopted a Purchasing Ordinance (Chapter 3.24 of the
Diamond Bar Municipal Code) meeting State law requirements; and
WHEREAS, pursuant to_Section 3.24.090(f) of the Purchasing Ordinance, the City
Council may authorize the City to purchase supplies, equipment or services by
"piggybacking" on similar contracts entered into by another city pursuant to that city's
purchasing program when, in the opinion of the purchasing manager, doing so is more
cost efficient; and
WHEREAS, in 2023, following a competitive bid process conducted pursuant to its
purchasing program, the City of Norco awarded a contract for tree care and maintenance
services to West Coast Arborists, Inc.; and
WHEREAS, West Coast Arborists, Inc. has agreed to enter into a contract with the
City which provides the same general unit pricing and scope of services as set forth in
West Coast Arborists' contract with the City of Norco; and
WHEREAS, the purchasing manager has determined that entering into a contract
with West Coast Arborists, Inc. under such terms and conditions is more cost efficient
than following the formal bidding process set forth in the Purchasing Ordinance.
NOW, THEREFORE BE IT RESOLVED that the City Council of the City of
Diamond Bar does hereby find and determine as follows:
1. Based on the information provided by the City's purchasing manager, the City
Council finds that entering into an agreement with West Coast Arborists, Inc. for
tree care and maintenance services according to the same terms and conditions
as to price of the services as procured by the City of Norco is more cost-efficient
and in the best interest of the City.
2. The Maintenance Services Agreement between the City of Diamond Bar and West
Coast Arborists, Inc. incorporated herein by reference ("Agreement") is hereby
approved and the City Manager is hereby authorized to execute the Agreement on
behalf of the City.
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5.22.a
Resolution No. 2024-27
PASSED, APPROVED AND ADOPTED THIS 18t" day of June, 2024.
CITY OF DIAMOND BAR
Stan Liu, Mayor
ATTEST:
I, Kristina Santana, City Clerk of the City of Diamond Bar do hereby certify that the
foregoing resolution was passed, approved and adopted at the regular meeting of the City
Council of the City of Diamond Bar held on the 18th day of June, by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAINED: COUNCIL MEMBERS:
Kristina Santana, City Clerk
2
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5.22.b
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 $2,000,000.00 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$2,000,000.00; 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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5.22.b
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 Mahoney 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
By: By:
Printed Name: Patrick Mahoney Dan Fox, City Manager
Title: President
By: ATTEST:
Printed Name: Richard Mahoney
Title: Secretary
Kristina Santana, City Clerk
Approved as to form:
By:
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, please
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 close 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 PR�PaSALS/QUAL1FlGATIONS
Tree Trimming, Remaval �nd Planting
�antract �ervices
SUBMITTAL DATE: April 26, 2023
Approved By:
Director of Public Warks
The City afi Norco request for bids and proposals, bid resukts, and notices of an award are
obtair�ed through the City of Norco Vendor Partal at www.nor�o.ca.uslbid
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�"abl� a��� ��nten��
Introduction........................................................................................................... 3
Minimum Infiormation ............................................................................................ 3
Required Quali�ica�ions ,..................................._........,_._............,.............,............ 4
Submittal Requirements......................................................... .............................. 5
�ee Propasaf........................................................................................................ 5
ProposalSubmission............................................................................................ 5
SefectionProcess............................................................................,._.........,....,... 6
QuestiansRegarding RFPIQ ................................................................................ �
Clarification Statements..................................................................�......,---....,...... 7
Required Elements#or Response ......................................................................... 7
FeeSchedule....................................................................................................... 7
Exceptions................................... ........................................................................ 8
Addendato Proposal............................................................................................ 8
Withdrawa! of Praposal......................................................................................... 8
Ev�luation of Propr�sals........................................................................................ 8
Rejection ofi Proposals.......................................................................................... 9
Awardaf Cot�ir�ct................................................................................................. 9
Contrac# Dacuments............................................................................................. 9
Cancellation......,......................._....................... .............,....................................10
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d���o°���o�:�a���-u
The City of Norco �City) is seeking the services ofi a licensed arborEsf to take actions needed to
maintair�, �lant, care far, and protect trees in the pubiic right-of-way, parks and those areas af
significant imporkance ir� our commun�ty. Contractor shall maintain tk�e current urban farest and
on occasion plan# farge canopy shade trees, where appropriate and with consideration af habitat
and water conservation gaals, in nrder to maximEze enuironmen#al bene#i#s. Further, it is
im�artant to retain significant and mature trees �nd identify forest linkages to connect and
enhan�e public parks, plazas, recreat+on ar,d open space areas. The City's currenk urban fo�est
has appraximately 8,90Q trees vararing of aver 150 difFerent types. The Ci#y utilizes a 5-year
trirnming program {divide�f up into grids} intended to trim every tree within a 5-year period and
is provided an the City's website so residents can k�ow what year their frantage trees might b�
trimmed.
To be considered, can�ractc�r rt�ust meet the quaii�ica�ions and satisfy the requirements as stated
in the Request for Propasal/Qualifcations {RFPfQ). It is the infent of the City to award a five (5)
year agreement with the o�tion to renew f�r tw� (2} one-year terms.
The City's request for proposals, hid results, ar�d natices of an award are obtair�ed #hrough the
City af Norca Vendar Partal, wv�rw.narca.ca.uslbid until April 2�, 2023 at 3 p.m.
AI! necessary farms, speci�icatians ar�d ot�er bid documents may be vi�wed ar�d downloaded
eleetranicaliy. Businesses who have registered in tt�e Vendor Portal +nrAl receive ema�l notices
when � new request fior bid or proposal relevant to their fine of b�siness is issued. Any interested
party may view the City's solicitations, as w�ll as the bid results and finaf natices af award, by
ingging into the Vendar I'ortal and using the searcF� �eatures ta loca�e the items of in#erest.
Minimum Information
Th� minimum informatian required in th� Proposal incluc�es:
• General statement af the understanding af the scope,
• An approach to the war#c (inciuding rnethod for develaping � 5-y�ar trimming scheduf�)
• Experience in praviding ser�rices for agencies of similar s�ze and scope, previous work
�xamples are e�ncouraged
+ The experience of the propc�sed project manager and key individuals.
• Approach to cornmunicatin� with the C+ty
• Fee Schedule
Propasafs will be accepted anline by the City until 3:flQ p.m. on April 26, 2023. Any ehanges to
this Request for Propc�sallQualifications �RFPIQ} are invalid unless specifically modified by tfi�e
Gity and issued as a separate addendum dc�cument. Should there be any question as to changes
to the content af this document, the latest versian uploaded on Planet Bids shall prevail. The
submissian should be prepared simpiy and economically, �roviding straigh�Forward, concise
description of your firm's capabilities ko satisfy the requirement of th�is RFPIQ, Emphasis should
be on organization, cornpleteness, and clarity,
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Ta ensure consideration, akl proposals shall follow the required elements provided in t�ris RFP/Q
or as directed. To facilita#e the e�aluation prac�ss, respondent must submit an electronic
Propos�l via Norco's �'lanetBids Vendor Portal at the websi#e se# forth b�lauv, prior to
3:OD p.m. local t�me on Apr%I 2fi, 2423.
Qu�stions cancerni�g this solicitation should be directed electranically to via PlanetBids Vendor
Portal.
Required Qualifications
A. Contractar m�st hold a �alid State of Califar�ia Contrac�or's License (C-27, C- �1, and D-�9).
B, Contraetar must ha�e full time, permanent{y employed st�f# trained and certified in the tr�e
maintenance industry.
C. Contractar must submit to the CE�y a Quality Control plan at the time of proposal submission.
The Quality Control Pian shall pravide cantractor management with an effective and efficient
means of ident�fying arid correcting problems thro�ghout th� �ntire sca�e of operations. This will
include the staffing af an arbarist, certifi�d thraugh the Enter�national Saciety af Arboricuiture (ISA)
�or the entire leng�h af the contract as Site Supervisor (certification required).
D. Cantractor rnus# have satisfactorily completed at least five {5) se�arate and �ndividual
Southern California municipal tree trimming �rnjects in the iast five (�) years, or pravide evidence
of compara�le proj�cts. Each pro�ect shatl be of camparable size ta the scope of work contained
in Attacfi�ment "A".
E, Contrac#or is required to state any, anc� al� instances of being disqualified, remo�ed, or
otherw�se prevented from bidding an, ar completing any contract for tree mainter�ance servic�s.
F, Contractor rnust submit c+�rr�nt OSHA certificatian of all aer�al devices, and the most recent
California hiigY�way Patrol Cammercia� Vehicle ins�ection for equipment to be used for the
duration of t#�is contract.
G. Contractor must submit far ap�roval a current 5afety Manual rneeting SB198 requirem�nts
for injury and illness preventian at the time af submitting fh� praposal. Repar� ta be used during
this contract term.
H. The Cor�tractor shall ha�e �resent at all times when �erforming maintenar�ce activities, an
on-sife certified ar6orist who speaks fluent English, whose duty shall be ta supervise and
coordinate maintenance opera#ions as t�ey occur. This ar�-site representative shaA carry, during
work hours, a cell phane for cammunication. The City sha�l �e advised in writing of fihe number
for this phan�.
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��R.1��i:�G�aGe�;�::10 �:'�,._ @Rll6`�?KV'��:�gd�`_:�
Pl��se inciude the follawing informatian in the propasal submittal:
A. Provide a sign�d cav�r �etter by an indivicfual a�thorized to negotiate on behalf of th� firm
and must be binding fpr a term af �0 days from the date of submittal to the City.
B. Provide a brief project description convey��g an understanding af t�e scape of work cantained
in Attachment "A°.
C. Id�nfify all supervisary inciividuals to be assigned to the proje�t, their qualificatinns and
r�spectiue roles.
D. List th� project manager with at Ceast three refarences where he or she was tf�e lead person
servicing a City and incl�de current phone and f�x numbers af the r�ferences. Identify
specializeci exp�rience and technical competence available in the firm.
E. Identifiy a window af time indicating availab�lity to start the project. The selected firm will be
required to enter into a written corttracf with �h� Ci�y of Norco in a form ap�rc�ved by the City
Attorney. It �s expected that work will commence upon �ward �f contract.
F. Identify any sections af the CEfy's s�andarc� contractar �ontract (�ttachment "B") that pose
�oncerr�s and would require negatiation/modification in order to be acceptable to contractar. 1f
no cc�ncerns are identified, propc�ser will be deemea! to have accepted t}�e forrr� of#he agreement.
Fee Proposa�:
T�e fee proposal shall inc�ude the firm's standard hourly fee schedule, and/or praject fee
sched�le where applicable and as outiined in this doc�mer�t. �ansultarrt shalf provide fees for
the services specified. The fee must include an houriy rate, but may also include an annual lump
sum fivr the services specified. !f tt�� cansultant can caicu4ate an estimated maximum hours per
yrear, based on the informa#ion contained within this RFPlQ, that amount should be included.
�ptior�s for unlimited consumption of specific tasks, such as scanning and digitizing, should also
be included. Fees shoult# inciude all tra�el time, any cast of materials, and any delivery.
T}�e fee scheduie s�oufd b� proposed on an�►ua� basis.
Proposal Submission
Each firm's propasal must be submitted in several �arts �s set farth in sect+on, "Require�#
Elements far Response." Each �irm vuill confine its submissian to th4se matters sufficient to
define its proposal and ta prouide an adequat� basis for the City's evaluation o� the firm's
proposaf. In additio�, an originai signature must be inclut�ed o� the clacument su�mitted with
each co�y. The form is inciu�ed at the end o�this RFP/Q.
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�I,�hE, �;ify r�ra��rv�s th� eir�k�rf to:
• Reject any or all offers and discontinue this F��=PIC� process wifhout �bligation or liability to
any pvt�ntiai consultant.
• Accept atfiter than {owest price aff�red.
• Award a contraet on #he basis af initial offers reeeived, without discussior+s of requests for
besF and final offers.
Selection Process
Proposals will be eualuated by a selection committee comprised of the City's stalfi. The propasa!
shall be af sucFr scop� and d�pth ta suffici�ntly describe and demanstrate the consuftant's
understanding of approach to the proj�ct. 5ubmittal af incomplete or vague responses to any
sectian of this RFPlQ my resu{t in rejection of the propasal.
Praposals wilf be evaluated and ranked bas�d on c�iteria ineluding but not limited to
understanding of the purpose of the vvork, project approach, scape-of-work, experience, �roje�t
team members' qualificatio�s and availability, and project schedule. This is not a competitiwe bid
�rocess. T�e most highiy rankEd proposais rn�y �e interv+ewed and rated by the s�lection
committee. After sel�ction of the praspective consultant de�mec! mosf qualified, the City will
initiate negotiations. If an acceptable contract cannot be reacfi�ed with the prospective cansultant
deemed mo5f quali�ied, the City may then negotiak� witl� the nex� highest-rated prr�poser. Onee
negotiations with a propaser ar� termin�ted, the City wi�l �ot renegotiate wit� that proposer.
1"he City is seeking to negofiate a three-yea�agreement, with twa one-year options, buf reserves
the rig�t to negotiate a different term if determined to be in the best ir�terest of the City.
T�e City reserves the right, after opening the proposals, to reject any or all proposals, ar to accept
propasal(s} that in its sole judgement are ir� the best interest for#he City.
The City may interview a short list af qualified firms. Th� shartiist wili i�ctude the to�-rated firms
bas�d upon the proposal submitted far the project.
Questions Reqardinq RFPIQ
Any questions or requests for interpretation or clar�fication, either administrative or technical,
about this RFPIQ must be s�bmitted via anline of the City's Planet8ids Vendor Portal by 3:OD
pm on Apr91 �9, 2023. The City will compile af! questians and requests, and Prr�vide respanses
in electranic format to all firms by Aprif 20, 2023.
Oral sta#ements cancerning the meaning or in#�nt of the cantents af this RFP/Q by any person
other tF�an th� persons ider�tified herein are una�thorized and in�alid. The City will nat be
responsibke for any other explanat�an or interpretation of this RFPIQ, or for any oral instructions.
Any contact with �he City personnel regarding this RFPIQ may disqualify a �raposer.
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Clarification �tatem�nts
For eiarification purposes, the words "Contractar", "Company°, "Proposer", "Vendar" "Firm", and
"Bidder" shall be read to be one and the same. The words °Contract" and "Agreement" sh�l1 be
rear� to be or�e and the same. The words "Bid" and "Propasal" si�all be rea� ta be one and the
same. "City af Norco", "City", and "Norca" shali be read to be one and #he same. "Request for
Proposal" and "RFPIQ° s�aU be read ta be ane and the same,
Reuuired Ef�m�nt�f�r i��s�on�e
Consulting firms re�panding to this RFP/Q will provide the following informa#ior� in their proposal�:
�roposal Format; Letter Praposal, limited to �4 pac�es.
Prapasal sections shall inelude:
1. Cover Letter (not included in the page count}
2. Introductian and Praject Understanding
3, 5cape af Work
4. RFPIQ Signature Page (nat included ir� tY�e page count)
5. Praject Persannel �rganizational Chart ar�d Tear� Qualifications (not 9nclude� ir� the page
count)
6. 5cheduie
a. Proposed schedule for service anitiation and any pre-requisites.
b. Sampfe schedule for ccampietion �f work items ir�cluded in Sco�e of Work. (i.e. Expected
turnaround times.}
7. Estimated Level of E�fort per Sco{�e Task, itemized by labar classification.
8. Company standard schedule of charges, (no� included in the page count)
9, Include resumes af any praposec� team members and relevant project descriptia�s �as an
appendix-not incl�ded in the page cflunt).
�D,Fee estimate, ir�clud�ng iabor, s�b consu�tan#s and projected reimbursable cosfs to be
submitted in a separate sealed en�elope (not included in the page count).
Fee Scheduie
The fee portion af the pro�osal sha�l include costs and fees for the proposed services based on
hourly rates af staff. A clear breakdown of these costs by task including staff hours shall be
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prauided ar�d include a listing all professional servic�s expenses anticipated including insur�nce,
printing, communications anc�travei. C�st shauld be based hourly rates of staff, including cferical
positions. Such hourly rates shauld be fully burdened or lo��ed, in�lu�ing full compensation for
al� averhead and prnfit. Billing rates shall include provision for normal supplies and materials, in-
�ouse reproduction services and laca! travel costs.
Exceptians
Any exceptia�s to our scape anc�lor skandard contract �incl�ded as Appendix B)
Addenda to Proposal
Tt�e City may madify this RFP1Q, any of its key actians, dates, or any of its attachments, prior ta
the ciate fiixed for �ubmission of propasals by issuance of an efectronic addendum to all
proposers. 5�ch addendum wili also be posted �n Norco's Planet�i�s Vendc�r Portal website.
F'roposer will acknflwledge r�ceipt of al1 addenda in their praposal, Any addenda issued during
the time for- su�mission of propasals will �e made part of the agreement.
Withdrawal of Praposal
A prapasal may be withdrawn after �ts submission by written req�est signed by the praposer or
authorEzed representati�e priar to th� time anc#date specifisd for propasal submission. Propos�ls
may be withdrawn and resubmitted in the same manner if dor�e so before the proposal
submissior� deadline. Withdrawal ar modification offered in any other manner wNl not be
cons�dered.
Eyaluation of Propasals
The Ci#y's staff will evaluate ar�d rate propasals base� on best value to the Gity, not based vn
price aione. All araposaEs wi�l be reviewed to verify that the �roposer has met fhe minimum
r�quir�ments as stated in this RFP1Q. Proposals #hat have not followed the rules, do nat meek
minimum content or quality standards, do not provide references, ar #ake unacce�table
excepfions ta the RFPIQ, will be rejected as non-responsiv�e. Proposafs will be evaluated an the
fallowing criteria, nof necessarify in order of priority:
• Understandir�g of the worlc tc� be performed
• Strength of key pe�sonnel
• Experience and tec�nical competence of firm and subcontractors
« Approach tp the project, including technical and management considerations
• Evaluation of the cost effectiv�ness in r�lation to t�am qualifications and propased praject
methodology
The most qualified firm(s} may be asked to par�icipat� in an oral interview to discuss in greater
detaii the content of their proposals. The C�ty will notify finalists, if jnterviews are canducfed, of
the date and time of sucl� interview(s).
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Reiection of F��oposals
The City may reject any or alf propasafs and may waive �ny immaterial deviation in a propos�al.
The Ci#y's wai�er�f an immaterial defect shall na way modify this RFPJQ ar excuse the proposer
from full com�{iance with this RFPIQ andlor t}�e contract docurnents if awarded the contract.
Praposals that incfude terms and conditions ather than #he City's terms and cond�tions may be
rejected as non-respansive. The City may make inves#igaticans as deemed necessary ta
determine the ai�ility of the proposer to perform ihe services, and the praposer shall furnish to
the Gity all such infarmation and data for the purpose as requested by the City. The City reserves
th� righf to reject any proposal if the ev�dence submitted by, or investigation af, such praposer
fails to satisfy #he City that the propaser is proper�y qualifie� to carry aut the obligations of the
agreerrient and to complete the work cfescribed tfi�erein.
Awar�t af Contrac#
Aw�rd of contract or rejection of propasals will be made by the City within thirty (30j calendar
days fallawing �he pr�posal due date. The City reserves the right to modify#he award ofi contract
ar rej�ctian c�ate to best meet khe needs of t�e City. The City resenres tt�e right to reject any ar
al1 proposals i� �'esponse ta this RFP1Q in the best ir�terest of the City. The Gity further reserves
the right ta waive any in�ormaiities or irreguiarities in tl�e prvposals. 7he City shall na# be liable
for any cast incurred in connection with the pr�paration and submittal af any propasals.
The City may chaose ta award all or part of khe prajEct to an� nr more consulta�ts.
Contract Documents
In s�bmitting a proposal, the firm agrees to er�ter �nto an agreemer�t with the City utili�ing a
pu�chase arder, The f�rm's propasa{ in respanse to this RFP/Q wiN be incor�aarated into the final
agreement b�iween the City of Norca and th� selected firm. The agreement ta be executed by
the successful praposer will ge�erally canfQrm to the terms ofi the purc�ase arder, however, the
City reserves the right ta u�date #he agreerner�t ta its current standards at the time the City
makes an award.
Praposers are advised that the indemnification and insurance provisions are mandatory anc� not
subj�ct to re�ision. Properly executed po�icies or Certificates of ir�surar�ce f�r:
• Commercial Gen�ral Liability Insurance*
• Automobile Liaf�ility Insurance'"
+ Warkers' Compensatian 1 Employer's Liability Insurance
* Professional Errors and amissions Insurance
After contract award, and receipt af khe below documents, a pur�hase order will be issued to the
awarc�e�l prapas�r.
Failur� to execute the terms of the purc�ase order and furni�h the requjre� documentation a�d
insurance w�thin ihe required time period shall be just cause for the disqualification of the award.
If the successful proposer refuses or fails to execute the terms of fhe purchase order, tfi�e City
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ri��a�! ��tn�r.ar�l il�� �.}ro.jc�r,i �.o i��� rac�xi c��.a�iifie;c� �.�rc��r€a:�;r::r.
*I�cluding an Additional Insured Endorsemenf far each pnlicy
Canceltation
�he City �etains the right to cancel the RFPIQ at any time should it be deeme� to be in the best
interest of tF�e City. No ab{igation, either expressed ar implied, exists on the pa�t of the Gity to
make an award �ased on the s�bmissior� of any proposal.
Propasals will be evaluated on the basis af the following criteria;
1. Gost; na more than 3a points af the scoring process will be contingent upon the service
costs;
2. Responsive bidder, not the lowest bidder;
3. Meaningful experience providing tree trimming serv9ces;
4. Complianc� with specificatio�s;
5. Responsiven�ss anc� thoroughness af praposal;
6, Past record o# performance af contracts wifh cfierrts, or other ga�ernmental agencies;
7. Ease af operation;
8. Persannel prapaseci to work on the project and the quafifieations of those indiv�d�ais;
9. Rev�ew and �vaivatian ofi equipmer�t and facili�ies;
10. Any other fiactars de��rmined by the City to be relevan# to the per€armance of these
5@N1C�S; and
11. Loc�l contractor with immediate response tim�.
Attachments
Attachm�n# A: Scape of Work
Attachment 6: City af Norco 5tandard Agreement for Professional Services
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Atta�hm�nt "A„
Scope of Work
�. Services to be Pro�ided
A. Cankractor sha�l furnish a{I labor, equipmenE, materials and supervision to perform urban for�s#
maintenance services fpr City trees as described herein including, but not limited to, the
fallowing:
4. Tree Pruning
2. Tree Removal
3. 5tump Removal
4. Roat Pru�ing
5. Tree Planting
fi. Tree 5taking
�. Rema�ai af Hazardous Brar�ches
8. Removal of Tree Debris ar�dlor Tree Trimmings
9. Hazard Assessment at Time of Trimming
1�. War#csite Cleanup
11. Repair of Damaged Sprinklers andlor Piping Caused by th� Contractor
12, Repair or Replacement of Damagr�d Fences andlar Walls eaused by the Gontractor
13. SoiE Leveiing and Turf Re-Establishment
14. Damaged Tree andlor Shrub Repiacement
15. Co{lectian and Updating of the GPS Tree InWentory Qata
16. Determine a Prune Cyc9e Calcula#ar Based off of Tree Inw�ntory
17. Qistribution of No Parking Signs and Door Hangers
18. Contact with t�e Public
19. Employee Llnifarms with Company Logo or Designation
20. Vehicles and Equipment with Campany logos ar Designation
2'I. Traffic Control
�2. Oth�r Services Set Forth in this Agreement
B. Cantractor shall have tl�e duty ko �rovide servie�s for City trees as assigned.
C. Contractar shall be availa�le twenty-four (24) haurs per day, seven (7) days a week to
respond to ali emergencies within one (1) hour of natification.
i. Contractor shauld provide contact list for emergency call-out response.
2, Ar��� to b�e Mai�tain�d
A. Worksites will �nclude City trees wi#hin tl�e Public Right-of-Way, Parks, ar other areas where
trees are under the jurisd9ction of t�e City, i.e. mediat�s, slopes ar�cf assessment di�tricts.
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C�. It should be understaod that t�is prr���ct is not solely °section", "zone" or "block" type tree
trimming and wilE inciu�e individual addresses or sites. The City w+ll have no �bliga#ion to provide
minimum quantit�es of sites to maintain contr�ct pricing
G. Trees to be serviced may be provid�d to the cont�actor by use of the tree dakabase, email, or
phone cal! - and wifl consist af a described area andlor individu�l tree locations.
D. It is expected that all work will be completed as directed by approved schedule.
3, Pruning �tandards and Specifications
A. AI� w€�rk shall conform to the most current Pruning S�andards of the West�rn Chapter ISA,
ANSI A300, and these specifications. ln ali cases the Cit�'s authori�ed representati�e(s) shalk
have carnplete and soie discretion in determir�ing confarmance and accepta�aility af trees
trim�ned by the contractor. Trimmed tr�es rejected by #fre City's representatrve shall be
excluded from payment.
B. Cantractor s�all eomply with Standa�ds Qf CAL 4SHA and the American Nationa! Standard
Institute, Z�33 Safety requirements.
C. �ontractor shall pro�icke and }�ost "No Parking" signs farty-eight (48} hnurs in advance of the
work a�d distr�bute wrifiter� ��otices to affected resider�ts ofi the pending work. Notices shall E�e
printed an bot}� sides, in English anc! Spanish (this may be accomplished by use of door
hangers}.
D. Contractor shall endeauor to mair►tain good public relatiQns at all times. The wor�C shall be
started and completed ir� a timely manner, which will create the least passible interference and
annoyance to the Public. Wark shall b� pertormed by cflmpetent, qualifed and certified
employees. Work wikl be supervised by an �xperienced sup�rvisor in tree trimming aperatians.
The cantractar shall be responsible �o see thai private proper�y and vehicles at work locations
are nat endangered or damaged during the course of work.
�. Contractor shall exer�ise precaution� as necessary when working adjacent t4 aerial and
subterranean utilities. in the e�ent that aerial utility wires present a fi�azard to the contrackor's
persor�ne{ ar others near the work site, work is to immediat�ly cease ar�d the appropriate utility
c�mpany notified, Work shall then cammence in acc�rdance with instructions from the utility
company. In the ever�t that work causes excavation, the contractor is responsible for appropriate
natificatian af Underground Service Aiert (Digafert).
F. Nn hooks, gaffs, spurs or climbers wil! be used by anyone emplayed for such trimming unless
autharized by a �ity represenkative.
G. Any vine plant g�owing on tl�e trees sh�lf be removed to ground lev�l.
H. Finaf prun�ng cuts shail be made without ieavir�g siubs. Cuts shalE be made in a manner to
p�omote fast cailaus grawth.
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I. Ur�less otherwise pravided, trees are to be trimm�d block by block, subject to the instructions
of a Ciky representa#ive.
J. When trimming fungus, disease or fire blight 9nfec#ed limbs or frands, all pruning taols shall be
cleaned after each cut with alcohal or bleach.
K, To�ping will not be done without prior approval af the Gity.
L. Limbs ane inch (�") in diameter or greater shall be precut ta p�event spiitting_ When there is a
cha�ce af bark tearing at crotch, large limbs shall be �emaved v�ith thre� (3� cuts. The first cut
shall 6e made an the underside at the branch one f�o# ('�') to two feet �2') fram the crotch. The
undereut s�all be at least one third �113) of the diameter. The second cut shall be ane-inch (�")
to three inches (3") further fram ihe crotch than ihe first. The fnal cut is made at the crotch in a
manner to favor the eariier possib�e ca�er'tng of the wa�r�d by callous growth.
M. At the time of trimming, CQntractQr shall take r�ote of any hazar� assaciated with each tree,
for exarnple; splitting, rotking or de�line in health. Tfi�is information shall be made known to the
City representative(s) with the recomrr�ended mitigatiar�.
N. Any tree found #o represent an imminent hazard to life, i�ealth or prcaperty shall be immediately
reported ta the City represen�ative via v�rba! cantact with recommended mitigation. The verbal
contact shalf be doc�mented and followed up by emaif.
4. 5treet Tree Trimming
A. Trees designated for frimming shall be trimmed, shape�i and thir�ne�d. The trimm�ng shall
provide a symmetrical shape and aesthetically pleasing appearanEe typical of the speci�s. In
addition, trees shall be trimmed to provide a minimum clearance of fifteen feet (15`} over tY�e
roadway, ten f�et (1�'} aver walkways and eques�rian traEls. Trees sha11 also be trimmed ta
r�mave any abstructiar� ar�und traffic control d�vices, traffic signs, streetlights and �uildings.
Additic�nai trimming shall be performed ko rt�+tigate any �xtreme e�Fect ofi the clearance trimming
and provide an aesthetic appearance.
B, The s}�ecific tech�ic�ues emplayed shall be c�nsistent with indust�y practice for the size and
speciss of khe tree being trimrr�ed. AI{ dead, broken, damaged, diseased or insect infested limbs
shall be removed at the tr�nk or main branch. All cuts s�all be made sufFicEently close half inc#�
�112°}; to the parent stem sQ that healirrg can readily start uncier normal conditions, All limbs two
inches (2") or greater shall be undercut to prevent splitting. The remaining limbs and branches
shall nat be split ar broken at the cut. AN crossed or rubbing limbs shall be removed unE�ss
remov�l wii{ result in large gaps in the general autiine o# the tree. All trees shall be thinned of
smalier limbs ta �istribute the foliage and weight ever�ly,
C. Laterais shall be cut to preserve the na#ural form af the tree, leaving the head apen enough
for ti�e branching syskem ta show, permitting the dead material to be easily ci�aned aut and light
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to show fhrough the head. Tres foliage shall be reduced by at least�fteen percent {15°/4) but no
mare than thirty percent (30%)
D. Sma11 limbs, including suckers and water sprauts, shall be cut close to the trunk or branch
from which th�y arise.
E. S�ider webs, pine needle debris, unattached bark accumulat�on and detritus trapped upon
the trunk and within the iower branches and iateral jaEns shall be removed.
5. ParklSlope Tree Aesthetic Trimming -Aerial Unit
A. ParklSlope Tree Aest�etic trimming will be perForrned on trees located out of the Public Right
af Way that can be safe�y reaehed with an aerial �nit. These trees are typically located within
City parks, landscape maintenance distric#s {slope areas� and city facilities. Cleanup and
removal af all trimmings shall be included at no addi#'tanal charge.
B. Trees designated f�r trimmir�g shail be trimrr�ed, shaped and thinned, Tf�E trimming shall
provEde a symmetrical shape and aesthetically pleasing app�arance typica] of the s}�ecies. In
additian, trees shall be trimmed to provide a minimum clearance af twelve feet (12'} over the
roadway and nin� feet (9') over wa{kways �unless catherwise directed by a City repres�ntative).
Trees shall also be trimmed to remove any obstructian around traffic can#rol devices, traffic
signs, sireetligh�s and buildings. Additional frimming s�all be perfflrmed to mitigate any extreme
effect af the clearance trimming ar�d provide an aeceptable aesthetic appearance.
C. T�e specific techniques emp#oyed shall be consistent with industry practice far the size and
species of tree being trimmed. AIf dead, broken, damaged, diseased or insect infested fimbs
st�afl �e remaved at the trunk or m�in branch. All cut� sha�! be made suffiCientEy close half inch
�1/2"); to the �arent sterri so that healing can readily start ur�der normal conditFans, All limbs two
inches t2"} or greater shal{ be undercut to prevent splitting. The remaining iimbs and branches
shal! na# be spl�t ar broken at the cut. Ail crpssed or rubbing limbs shall be remo�ed unless
remov�al wiil resuit in {arge gaps in the general ou�line o# the tree. A11 trees shal! be thinned of
smaller limbs to distribufe the foliage and weight evenly.
D. Lat�rals shalf be cut to preserve the natural form of the tree, leaving thE head open e�nough
for the brartching system to show and pe�mitting th� dead material ta be easi�y cleaned out and
light to shaw through the head. Tree foliage shall be reduced by at least fifteen per�ent (15%)
�u# no mare #han fhirty �ercent (30%).
E. Smalf limbs, incl�ading suckers and water sprouts, shali be cut close to the trur�k or branch
from which they arise.
fi. ParklSlape Tree Aesthet�c Trimming -Climber
A. Park/Slope Tree Aesthetic Trimming will be �erform�ck on trees Iocated out of the Public Right-
of-Way that cannat be safely reached with an aerial unif thak must b� climbed in arder to
comp{ete the nEcessary trimming. These trees may be lacated within Gity parks, landscape
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maintenance districts {slope areas) and city�acilEties. �`hes� tr�ees ar� ty��ic�lly located within the
higher reaches of our landscape mainter�ance districts (slope areas) as well as ar�as of City
parks that do not allow large vehicle access. The Contrac#ar wi11 be given specific {ocations for
sites to be trimmed by a City representative prior to ar►y wark being performed, Tree quantities
fior this type of trimming sh�all be determined and agreed upon prior#o any work being performed.
Clean up and remova! of a!� trimmir�gs s�all be included at no atlditional charge.
B. Trees designated for trimming shaEl be trimmed, shaped and thinned. The trimming shall
provide a symmefricaf st�ape and aest�etically pieasing appearance typ�cal of the species. In
adc#it'ron, trees shall tae trimmed to provide a minimum clear�nce of twelve feet (12'} over the
roadway and nine fieet �9') over walkways (unless ofherwise directed by a City representative).
Trees shai! also be trimmed ta remove any obstruc#ion araund traffic co�trol devices, traffic
signs, streetlights and buildings. AdditiQnal trimming shall be perFarmed to mitigate arty extreme
effect af the clearance trimming and provEde ar� accep#able aesthetic appearance.
C. The specific techr�iques empfayed si�all be consistent with in�ustry practiee �or the size and
spscies af tree being trimmed. Alf dead, broken, damaged, dfseas�d or insect inf�sted limbs
shall �e remaved at the trunk or main branch, All cuts shail be made sufficiently clos� half inch
(11�"); tn the parent stem so t�rat haaling can readiEy start under narmal co�ditions. Ail limbs #wo
inches (2") or greater shall be undercut to pr�vent splitting. The remaining limbs and branches
shal! not �e split or broken at the cut. All crossed or rubbing limbs shall be removed �nless
removal will resu�t in farge gaps in the general o�tlir�e of th� tree. All trees shall be thinr�ed of
srnaller limbs to distribu#e the fol�age and weig�►t evenly.
7. P�Im Tree Trimming
A. Standard trim; remove all dead, drooping, live fronds, and fruiting structures as close to tfi�e
trunk as possibl�. The remaining healfhy �ronds shall be at an upward thirty-degree (30°) angie
in relation to a horizantal piane at the head of th� palm tree. All frond sheaths shall be removed
along the entire leng#h of the tree.
B. Excessive trim (skinnirig); the �ont�actor will be given spectfic locatiar�s for sites ta be trimmed
by � Ci#y representative prior ta a�y work being perfo�-med. Tree quan�ities for this type of
trimming shall t�e defermi�ed and agreed upan prior to any wark being performed. Clean up a�d
removal af al1 trimmings shall �e included at no additional charge. Unless "skinning" of p�lm
trees is specifically reques#ed, palm trees located withirt °zone", "area"or"grid"type assignmer�ts
wifl receive a standard trim as summarized +n item "A° abave,
C. After sk�nninglshaping of palm, the ball shall be mai�tained as Part of r�armal trEmrning �o
maintain a uniform appearanc�.
D. �Zemo�e all foreign piant material from �ap dowr� to the base af the tree, such as ivy, vermin
nests, etc.
8. Tr�e/Stump Removal
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A. The trees to be removed will be m�rked in a manner determined by the City represen#akive(s).
Only those trees marked by the City shall be removed by the contractor.
E3. Trees shal! be felled ih a manr►er consistent with industry practice with the primary emphasis
�n the safety of the Pu�lic. Extra care s�iall also be taken ta �revent unsafe working condition�
to individuais, landscape, irrigation, structures, ab�tacles or private praperty.
C. Stumps shall be c�round to a rr7inimurri of eigt�teen inches �9 B"} t,�low the level of ihe adjacer�t
ground. When a stump remo�al opera�ion interc�pts an in-service utility line, remo�al of the
stump shall be made to the top af said utility I�ne with the remaining portion of the stump, �ot
obstructed by the utility iine, removed to the required eighteen inches {18°) minimum de�#h.
D. Stump grinding shall take p�ace the same day as tre� removal. I�ote: if stump grinding c�oes
not follaw within the same work day as removal, a safety barricac�e marked with the companies
name shall be placed and maintained over the stump until fhe stump grinding in comp1eke.
E. R�ots having a diameter of fiour (4) ar mare inches shall be traced out ar�d removed to a
minimum af twa feet {2') f�om the stump crown. All roo#s four inches (4") or more in diamet�r,
the tops of which are six inches (6") or less below the existi�g soil level; shall be considered part
af the s#ump and shall be remo�ecf, except wher� such removal is preverited by �xisting
sidewalks, curbs, buildings ar other improvemer�ts.
F. Holes t�at are not bei�g replanted after grinding o�erations shaii b� filled with resuiiing mulch
and raked ievel with the adjacent ground. All waod, debris and exce5s mulch shall be removed.
i"he resulting surrounding area shall be raked andlor swept clean.
G. The con#ractor shall be responsible fior contacting Undergraund Service Alert (Digalert) for
t�re locating of ur�derground utilities in accordance with State law prior to stumping operations,
H. Cantrac�ar will remo�� all USA markings within farty-eight (48) hours of work completion from
streets by use of bfack markirtg paint ar pressure washing dependent upon iocatiqn. Af! Digalerk
marks on �ermanent structures (sidewalks, curbs, etc.) within park areas will be �ress�re
washed
f. Any damaged caused by remaval operations shall be repaired in a timely mahr�er at th�
contractors' sal� expense,
9. Root Prunir�g
A. Root pruning wark wili be specified an wari� orders ta the contractor with sp�cific street
address and loc�fion, as well as, identifying raot pruning along the sidewalk o�curb or both.
B. Roots shall be pruned immediateiy adjacent to the edge of the sidewafk ar curb, or other
improvement. Root pruning cuts shail be four inches (4") wide, eigh#een inches �18") c�eep as
measured fram th� tnp of sidewalk, curb c�r adjacent improvement. Root pruning shall extend
eight feet (8`) in each direction from the centerline o�t�e tree — sixteen fe�t (16'} in to#al length.
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C. Root pruning equipment shall be specificaily designed for this pur�c�se with cutfiing teeth
sharpened adequately to sever roots in a clean manner, and equipped with padded tracks or
rubber tires to prevent scrap�ng or marking of sidewalks.
D. All cuts s�all be back#iiled imm�diately upon completion af root pruning and installat�on af roc�t
barrier, if required, at each lacation, Backfiil materia� shall consist of dirt ar�c�lor mulch fram root
pruning and shall be free fram rocks. All de�aris generatec� by these operations shall be
immediately removed #rom the site and properly d�sposed of outside the right-o�-way.
E. Any c#amaged c�used by root pruning operatians shall be repaired at the contractors' snle
expense.
10. Planting
A. P�anting trees #o include sta�Cing, instaliing ties, trunk guards, root l�arriers if necessary, and
fertilizer tablets, ta maximize tree health and survival. Cantractor will provide all materials and
labar necessary far a complete and proper installation. I�ew trees are to be installed in
accordance with APWA (American Publie Works Associatian), �tandard plans for Public Works
co�structior� details �2� -2 and double staked per 518-2 double.
B. Trees shall be prov�ded by the contrac�or as set forth in the r�t� schedule and planted in
accarda�ce with apprapriate ISA standat�ds as applicable. Newly planted trees shall be watered
by the contractor as necessary #or a period of one hundred twenty (124) days for establishmer�t.
C. The newly �lanted tree shall alsa carry with it a one hundred fwenty {120) day fre�
replacement shauld the tr�e die �r be in an it�reversible state of decline.
D. T��e weNs, if required for newiy planted trees, shafl not be created to rise above the
surroundir�g or existing grad�.
11. Emergency !"On Cail".Work
A. Con#ractor shail be re�uired to provide smergencyf"on ealf" response to hanging limbs, wind
darnaged or dawned trees. This may be at night, during storm, ar any ot�er bac! weather
conc�itions. The c�ntractor will be given specific lacations via teiephan� call from a City
authorized repres�ntati�e. The cvntractor shall be required to star� tl�e work indicatec� wifhin two
(Z) �ours of the initiai t��lepf��j�le r�.aGl and repo�k ba��:k ko the City re�resentative upon �ompietion
af th� wc�rk specified.
�. Tha contractor is required to provid� a twenty-four{24) haur emergency phone number andlor
names of a minimum of two (2) cor�tact intiividuals within onE week ofi award of contract. Should
the phone number or contact person(s) change during the course of the cantract it will be the
respor�sibility ofi the contractor to notify the City. Jn fhe ever�f �he contractor cannot be
contacfed or farls to respond, a wriften notice of performance deficr"ency wi!! be issued
and a penalfy of$1,000.00 per rncident wrll be deducted from future confractor payments.
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G. The contractor shail be required to provide all traffic control required during any emergency
operations. S�ou1d the work in�olve any high valtage lines the contractor shali be required #o
notify the responsi�lc utility campany.
D. Work performed ur�der the emergency provis'tan af this contract shal! be paid as set forfih in
the rate schedule. This sha�l incl�de all labnr, tQols, equipment, disposal f�es, and materials
necessary for completing the emerger�cy work.
12. Schedule of Work a�d �ls��a'-� �f �p����ic�r�
A. Cantractor w�l{ be required �o commer�ce work within ten {�Cl) working days of award of
contract, or upon ��cei}�� o� assigrlment area ar iocatian. The contractor shall, prior to
commencing work, submit and gair� ap�roval of a weekly work schedule indicating the arder and
location af work.
B. �The general hours of operatian shall be 7:p0 a.m. to 4:00 p.m, on major stre�ts and 5:00 a.m.
to 4:00 p.m. an residential streets with respect to any chipping, cutting, ar other operations
generati�g i�arsh or unusua! noise. T�� days af operatinn s�all !�e Mond�y thraugh Friday. No
work shall be performed on Sarurday, sunday ar C�ty observed Holidays wnless
aufh�rized by the City represen#ative(s�.
C. In addition, the contractor sha�l meet with City re�resentative�s) or� a pre- scheduled month�y
basis or as necessary or required.
13. Clean Up
A. Ca�tractar shall clean all job sites when work is camp4�tecl. This ineludes raking of lea�es,
twigs, and any other waste mat�riaf from fhe lawns or medians. This will alsa incf�de sweeping
af sidewa�ks and str�ets.
B. Each day's schedu�ed work shall be compieted and cleaned up. Under nv circumstances
sha!!any brush, leaves, debris or equipmenf be l�ft on #he stree�t, sidewalk or in fhe right-
of-way overnight. Cantractor's equipment may be stored avernight, with ac�v�nce approval, in
the Ci�y Corporafe Yard; hawever, the City will no# be responsible for security of cantracfor's
equipment.
C. The Contractor shall use extra caution to r�ok drop limbs i�ta b�ck yards. If this ha�pens the
contractor sh�ll ma�e their best efforts to contac� the reside�t to ciean up the debris.
D. T�e City represen#afive(s} shall be fne sol� judge as to the aciequacy of the clean-up.
14. Disposal of Materials or Debr�s
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A. All tr�E branc��es, t�r�usl�j, tree t�unks and other materials produced as a result of the
contracta�'s operations under this contract will �e reduced, reused, recycled, andlor transforrned.
Any debris or materials requiring disposal sha!! not be deposr'ted in a Jandfill.
B. Reducing will inclu�3e, but is not limifed to, chipping, grinding, andlor shredding d}�eratians.
Reusing will include, but is not iimited to, �sing chipped, ground, or shredded tree material as
rnulch. Recycfing will include, but is nat limited to, chippe�, gro�nd, or shredded tree material
used to praduee campost. Transforma�ion w�lE include, but is not �imited to, fire woad tt�at is tao
large to �e chipped, groun� nr shre�ded for use as mulch.
'I5. Mulch Prograrn
A. Upon request the Cantractor shail �rovide and deliver, at the Contractor's expense, one ('I)
forty(40}yard bin of finished m�lch twice per year which may be used by the City or its landscape
maintenance cantractors for landscape enha�cement, erosion confral and water cflnservatian
activities within the Gity. Muich shaEl be c4mmercial grade, simiiar in size and condition to tha#
requir�ci by Ga! Trar�s. Mulch shall be free of insects, weed seeds, trash, palm, pine and tamarisk
debris, and suitable for immediate application. Mulch shall be delivere� to Ingalls Park, located
at 3737 Crestview Avenue, Norco. Contractor may alsa, upon request wi#h approval by a City
representative, dispose of other cfean mulch at designated Gity facilities. Clean m�ich shail
mean any wood chipping that are f�ee of tras�, exc�ssi�e leaves, pjne, pafm and tamarisk debris,
't6. Inspection
A. The City represer�ta[ive(s), shall at al! times, have access to t�e work and shall be furnished
with every reasanable faciiity for a�certaining ful� knowledge respecting the progress,
workmanship, c�arac#er of materials and equ�pmen# used, and employed in the work.
B, The inspection 4f the wark shali not relie�e the contractar of any�bligation to futfili the contract
andlor compEete the praject c#escribed. Defective work shaEl be made well, natwithstanding the
fact, that such defective work may have b��n previously over#ooked by the City repre�entati�e�s)
and accepted fior paym�nt.
C. Periodica�ly inspec# the work to assist in ensurin� the work meets Gity standards.
D. Ali wark shafl meet the approval of the City re�resentative(s), or reckified by the Contractor to
a candition that does meet this acceptance. Corrective action shall be performed at no additianal
cc�st to #he Gity. In addition, the Director of Public Works, or hislher a�thorized representative,
shall be the determining authority with respect to af! issues regarding the quality or acceptabikifiy
of work perFvrmed and as to the manner af pertorm�r�ce and rate Qr progress of the wark.
Whenever Cvntractar's desi�nated supErvisor is not present for any part vf the work where it
may �e desired that Me/she give directiQn, orders within the scape of the5e specificakions may
be giuen by the Superintendent af Public Works or Superintendent Qf Parks and Public Fa�ilities
or hislher authorized representative, and Cantractor shall instruct its staff to follow these orders
as tfi�ough they had been issued by Contractor.
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17. Brochures
A. Cantractor will prouide brochures or doar hangers that are acceptable to the City
representa�i�e(s) that describes the kree trimming process, and are readily accessibl� to the
Cit+zens of Norca. 5ample brochure� must be included with submi�ted proposal.
B. T�e brachures or door hangers shall be printed in English on ane side and Spanish on the
othe�- side.
'�8. Picture�
A. Cantractar is to supply, af na cast t� the City, pictures of"before" and "after" trimming, that is
suitable fior reproduction when r�quested by the City. Pictures that are provided shall bE of ane
(1) per s�ecies, per Grid ko showcase the wark that was completed.
B. Pictures shall be pravided for any tree that is determined to be dead, dyi�g or diseased.
C. When �alled out for emergency situatian before ar�d a�ter pictures shal{ be taken. These
p�ctures will be provided electronically ta a designated Gity repres�ntati�e by tl�e next business
c�ay.
19. Traffic Cantrol
A. Contractor shall refer t� the fatest edition af the 'Cali�arr�ia Manual an Uniform Traffic Contrnl
Dewices' (MUTCD) as amenciecf for use in California. This manual confarms to all City of f�arco
Traff�c Safie�y requirements and a{�erating rules, and shall be followed at all times while this
contract is in effect, The contractor may also u�ilize 'Cal Tran's standards �or safety and traific
contro!'.
B. Cantractor wiN be responsible for supplying and using all safety equipment necessary#o close
or delineate traffic lanes to through traff+c. Th�s is ta include a high visibility soiar arrow board
when necessary with no exception. All traffic safety equipment mus# be approved for use, prior
to utilization, by the City.
C. A trafific cantro!plan will be subrnitted to the City representative/s at least fifteen (?5)
days }nrior ro sfarting this contract for arterials.
D. llluminated arrow boards, sign star�dards, deiineators andlor con�s shall be used ta identify
wark sites for v�hicular and pedestrian safety.
E. Should the Car�tra�tor appear to be neglectful or negligent in furnishing warning and protective
measures, the City may direct attention to kh�� existence of a hazard �nd the necsssary warning
and pratecti�e measures shall be imrnediate{y furnished and i�stall�d at the Gontractor's
expense. {f the contractor eannat immediately correct any noted de�iciencies to the satisfaction
of the City r�presentative(s) then the worksite shall be imm�diately closed, all equipment
remo�ed and work stapped until the proper equipm�nt can be sup{�iied at contractor expense.
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20. �igns
A. Contractor shalf equip each vehicle used in the Cify wikh signs that read, "Tree Maintenance
5ervices Contractor for �he Gity of Norco".
21. Tree Invent�ry Datahase
A. Ca�tractor sf�all pravide and maintain an up-to-date user-friendly computerizec� tree inventory
sof#ware system of all trees serviced for the City during the term af this cantract. The cc�n#ractor
s�all provide the City with a state-of-ti�e-art record keeping saftware system that allows the City
to monitor anci maintain information regarding our Urban Forest Maintenance P�pgram. The
system shall provide detailed inforrnation which tncludes accurate GPS location of trees within
ane (1} meter, free sp�cies, site +nfior►r�ation such as the diameter at breast height, crawn heigh#,
botanicaf and comman name�, photogra�h of the actual tree, work histories, set-vice r�quests,
and summary reports and sha11 be consistent u�ith the Ci#y af Norca Urban Forest Managemeni
Plan. The City cu�-rently �t�lizes the Arbor Access tree inventory system. Special consideration
vjrili be given ta contractnrs w}�a utilize tF�is system or can provide a campati�Ee �atabase.
• Cantractar is required to pro�icie an ISA Certified Arborist with sufficient experience to perform
tree data collection and provide a cursory tree evaluation.
- Areas tc� be collected wi�l include, but not be limited to, Landscape anc! Lighting Maintenance
Districts (LLNlD), Parks, Rig�t�of-ways and City owned Fac�lities.
• Attributes to be collected by fceld personne{ incl�de District {area number ar name}, passibly a
sub area, speci�s identification, size (diameter at breast height} anci condition evafuation.
• Prav�de the Ciky w�tt� Global Positiflning System (GPS) caordinates for each tree inventoried.
The information callect�d can be finked direc#fy to a G�agraphical Information System (GIS)
pragram, such as ArcView. Using a hancfheld camputer and a backpack GPS r�ceiver, the
inventory collector will identify the trees by th�ir global coardinates of�angitude and latitude.
• By colfecting the data using the GPS system, the City can consolidate the tree data with other
various GPS co�ed progr�ms.
• At tF�e end of the project, the City will receive a complete listing af all sites ir�ventoried, bath in
hard copy and in a software pragram, which will enable the Ci#y to connect the inventory to khe
GIS program and create various frequency repnrts.
A�tributes ta be collected by fieid persanne€ may include, but is no# limitec! to:
• Tree Number
• City �ight-of-way, L�MD, Par� and Faci�ity
• Street
• Location by Address
• Location by GIS, X, Y State Plane Co�rdina#e
• S�ecies by Batanical Name and Common Name
• Tree Diameter
• Canapy Spread
• Tree Height
• Recommended Maintenance Classification
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• �xisting overhead U�ilities
• Parkway Siz�
• Parkway Type
• PubliclPrivate Cade
B. Upan �omple#ian of the Tree inventory database a prune cycEe calculator shalf b� determined
by the contractar based aff of b�dg�t, quantity of trees, and spec�es af the trees.
C. The Contractor si�all have at a minimum five (5) years of experience in collecting tree
inventories and �evefopir�g inventory da#abases, incfuding an extensi�e pragram that simpli#ies
t�e management af the City's llrb�n Forest. The Contractor shall have developed a camplete
and com�rehensive carnputer softwate program in at least fiv� {5} Califo�nia cities. The progr�m
should have specialized reparts des�gned specifically fo� City representative's needs. Th�
program shauld b� develo�ed based on the neecis of the City and allow the City to modify, and
structure #he pragram specifEc to aur needs. The user-friendky program should aliow City
representatives to generate a varisty af reports quickly.
D. In addition to the tree inventQry prograrn the Gity will require access to a field-based
management program accessible fram � smart phane or tablet that will ailow sta�' members to
r��ew site specific information andlor detailed wark history. The field-base� managemen#prc�gram
shall also allow for gen�rating and sending of war�C requests fram the fiefd.
E. The ContractQr shall provide technical maintenance and support ar�d training for City
personnel on the use of the tree in�entory program.
F. The Contractor will assist the Ci�y in updating its Urban Forest Management Poiicy ar�d
Guidelines dacumer�t.
22. Contractor's Employees
A. The Contractor's employees shakl wear uniform shirts that have t�e Contractor`s company
name and the employee's first name ciearly displayed on the shirt. All �t�irts wc�rn by Contractor's
err�playees st�all be of t�e same color, material and style.
B. The Gontractor's em�loyees shall, when working on medians or in ot��r vehicle traffic areas,
be requir�d ta wear hi-visibility re�lective safety t�ests over their unifarms_
C. The Contractor's emplaye�s shall wear hard-soled shoes at all times wh�le an duty. �oft soled
shoes such as such athletic sfi�oes and similar faotwear sha�l not be permi#ted.
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�xNie�r B
Ciiy o�Narco 5tandard Ag�eement for Professional 5�rvices
Packet Pg. 372
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�I� �`]� h1�R�(�
GONTRACT AGREEMENT
FQR
TREE TRIMM�NG, REMOVAL, AND PLANTING CONTRACT SERVICES
FISCAL YEARS 2023-24 THRDUGH 2O27-28
1. Parties and Da#e.
This Agreement is made and entered inta#his day o# May, 2023 by and between the
City of Norco, a municipal c�rporakian of the State of California, lacated at 2870 Clark
Avenue, NorcQ, Califiornia 92860, County of Riversid�, State of Cafiforr�ia, (hereinaft�r
referred ta as "City"} and , a corparation with its principal place of business at
_ (here�nafter referred ta as "Contractar"). City anc! Contractor are
sometimes indi��dually referred to as"Parky"and collectively as"Parties° in this Agreernent.
2. Recitals.
2.1 Contract�r.
Cantraetor desires to perform and assume respansibility for the provision of certain
maintenance services required by The City or� �he terms and conditions set forth in this
Agreemenf. Contraetor represents that it is experienced in providing tree trimming,
removal, and planting contract services to public clients, that it and its employe�s or
subcontractors ha�e all necessary lieenses and permits tv perForm the Services in the State
of Califarnia, and thaf is familiar with the plans of the City.
2.2 Servic�s.
City d��ires t�engage Con�ractor to render such services�'or Tree Trimming, Remavai, and
Plar�ting Contract Services �"Services"} as set farth in this Agreement.
3. Terms.
3.'! Scape of Services and T�rm.
3.1.1 General Sco�e of S�rvices. Contractar promises and agrees to furnish
to the C�ty all labor, rnaterials, tools, equipment, service�, an� incidental and customary
work necessary to fully ar�d ad�quately supply the tree trimming, removal, and planting
contract services on a� as-needed basis necessary for said Services. The Services are
more particularly described in A#tachment 1 attached hereto and inca��arated herein by
reference. All Services shail be subject to, and performed in accordance with this
Agreement, the exhibits attached hereto and incorporated �erein by reference, and all
a}�plicable local, state and federal laws, rules and regulatio�s.
3.1.2 T�rm. The terms o#this Agreement shall be#rom July 1, 2023 through
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June 3D, 202�, wif�� fhe option to renew for two (2) one-year terms. Contractar shall
complete #he Servic�s within the term of this Agreement, and shalf ineet any other
established schedules and deadlines. The Parties may, by rnutual written consent, extend
the term of this Agreement if necessary t� complete the �ervices.
I 3.2 Respansibilities of Contractor.
3.2.1 Contral and Pavment of Sub�rdinates� lndepend�r�� Contractor. The
5ervices shall be provided by Contrac#or. Contrac�ar will determine the means, methods
and detaiEs a� providing the necessary 5ervices subject ta the requirements af this
Agreement. City retains Cant�actor an an independent Contractor basis and not as an
employee. Any additiona! persanr��l conducting 5�rvices under this A�re�ment on behalfi
af Gantractor shall also r�at be emplayees of City and shaff at all times be under
Cantractor's exclusi�e direction and control. Cantractor shall pay all wages, salaries, and
other amoun#s due such personnel in cor�nection with conducting Services under this
Agreement and as required by iaw. Contractor shall be responsible for all reports and
obligations respecting such additional personnel, including, but not 1�mited to: socia4 secur�ty
taxes, income tax withhalding, unemployment insurance, ciisability insurance, an�workers'
com�ensation insurance.
3.2.2 Schedule af Seruices. Contractor shall perform the Services
expeditiously, wEthin the fierm of this Agre�menf, ans� in accordance with the timeframe set
farth herein. Contractor represents that it has the prvfessional and technical personnel
required ta pro�ide Services �n confarmance with such condit�vns. In arder to facilitate
Contractor's conformance with the Services #imeframe, City shalF respond to Contractar's
Requ�sts for Inforrnatian in a timely manner. Upon request of Cifiy, Cor�#ractor shal�provide
a mo�� detailed sehedule of anticipatec� per�ormance to meet the Services timeframe.
3.2.3 Conformance to A��licable Reauirements. All work prepared by
Contractor shall be subject to the approval of City.
3.2.4 City's Re�resentative. The City �ereby designates the Director af
P�blic Works, or his designee, to act as its repr�sentative for the performance of this
Agreement("City's Representative"). City's Representative shall have the power tQ act on
bel�alf of the City for a!I purposes under this Agreement. Contractor s�all not accept
direction or orders from any person otF�er than the City's Representative or hi� or her
cfesignee.
3.2.5 Contractor's Re�rese�tative. Contractor h�reby designates
, or his desrgr�ee, to act as its representative for the performance of this
Agrs�ment ("Contractor's R�presentative"). Contrac#or's Re}aresentative shall have fulf
authority ta represent and act on bef+alf of the Cantractar for all purposes under t�is
Agreement. The Gontractar's Representative s�all supervise and direct the Services, using
his best skill and atten#ion, �nd shall be responsib{e for ali means, methads, techniques,
sequences and procedures and for the satisfacfory coordinatio� of all portions of th�
Senrices unc�er this Agreement.
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3.2.6 Coorclinatian of Services. Gontractor agrees ta work closeiy wifir� Gity
staff in providing said Sen�ices and s�all be availabls to City's staff, Cantractars and other
staff a# all reasonable times.
3.2.7 Standard o� Care; Performance of �mpioy�es. Cantractor shall
perFarrr'► ail Services under this Agreement i�� a skiilful and cc�mpetent manner, consistent
wifih the sfandards generally recognized as beir�g emplc�yed by prafiessionals in #he same
discipline in the Sta#e of California. Cantractor re�resents and maintains that it is skiiled in
the professional calling necessary to perform the Services. Contractor warrants that aU
employees and subcontractors shall have su�cient skill and experi�nce to p�rform the
Service� assign�d ta them. Finally, Contractor represents that it, its employe�s and
subcantractars haue all �icenses, permits, qualifcations ar�d approvals af whatever nature
that are legally r�quired to perfarm the Services, including a City Business License, and
that such �icenses and appravals sh�ll be maintained throughout tfi�e term of this
Agre�ment. As provided far in the indemnification prov�sions af this Agr�ement, Car�tractor
shall per�orm, at its own cost and expe�se 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 �af care provided fvr herein. Any Empfoyee of t�e
CQntractor or it� sub-contractors who is de#ermined by the City to be uncaaperati�e,
incompetent, a threat to the adequate or timely completion of the Agreement, a thre�t ta the
safety of persons or property, or any�mployse whc�fails or refus�s ta perform the�ervices
in a man�er acceptable to the Ci�y, shall be prorriptly remov�;d frflm tt►e f'roject by fhe
Contractor ar�d shalk not be re-err�ployed to perform any of the Services or to work on the
Projeet.
3.2.7.1 Period af Performance and Liquidated Damages,
Cantractor shall perForm and camplete all services under this Agreement within the term set
forth in Section 3.1.2 above ("Rer�ormance Time"). Contractar shall perform the Services in
strict accordance with any com�letion schedule or Project milestor�es described in
Attachrrtent �I attached �ereto, or which m�y b� provided separately in writir�g ta the
Cantractor, Contract�r agrees thaf ifi the Sgrvices are no# completed within the
aforernentioned Performar�ce Time andlor pursuant ta any such completion sch�dule ar
project milestones developed pursuant to provisions of this Agreement, it is understood,
acknowledged and agreed that the City will suifer darrrag�. Pursuant ta Gaverr�ment Code
Section 53069,$5, Contractor shaEl pay te�the City as fixed and liquidated damages, an� no#
as a penalty, the sum of, $140.00 per day.
3.2.8 Laws ar�d Regufations. Cantractor si�all keep itself�ully informed of
and in cQmpliance with all lacal, state and federal faws, rules and regulations in any manner
af#ecting the performance of the Servic�s, inciuding all Cai10SHA requirements, and shall
give all notices required by law. Contractor shall be liable far a!I via6ations ofsuch laws and
regulations in connectior� with #he Services. If#he Contractor performs any wark knowing it
to be contrary to such laws, rules and regulations and without giving written no#ice to the
City, Contractor�hall be solely responsible for all costs arising therefrom. Gontractor sha�l
defend, indemnify and hoid City, its officials, directors, o�Ficers, employees a�d ager�ts free
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and harriess, pursuanf to fhe iridemnificatio�� p�ovisior�s of th�is Agreement,fram �ny clairri
or liabiiity arising out of any failure or alleged faifure to cnmp�y with such kaws, rules or
regulations,
3.2.8.� Ernplovment Eligibilitv; Cc�ntractar. By ex�c�t��g this
Agreernent, Contractar verifies that it fully complies with all requirements and restrictions o�
state and federal !aw respecting tk�e employmer�t of undocumented aliens, incl�ding, b�t not
limited to, t�e Immigra��on Refarm an� Gontrof Act af 1986, as may be amended from time
to�ime, Such rec�uirements and restrictior�s inc�ude, but are nrat limited to, examinatian and
retention of documentation confirming the identity and immigratian status nf each emplaye�
af the Cantrackor. Cantractar also veri�i�s that it has r�ot cammittes� a violatian of any such
law within the fiU� (5)years immediately preceding the date of execution af#his Agreement,
and shall not �iolate any such law at any tim� during the Term of the Agreement.
Cantr-actor shall avoid any violation of any such faw during fhe Term af this Agreement by
participating in an el�cfironic verifieatior► of wofk authQrization program operated by khe
United States Dep�rtment of Homeland Sec�rity, by participating in an equivalent federal
work au#horization program operated by the United Staies Departmer�t of Homeland
Security ta verify informat�on of newly hired employees, or by some at�er legally acceptable
met�ad. Car�tractor shall main#ain recards af each such �eri�cation, ar�d s�ali make fihem
available to the City ar its representatives for ir�spection and copy at any time during normal
business hours, The City shall not be responsible for any costs or expenses related #o
Contractor's com�liance wit� the requirements provid�d for ir� Section �.2.8 or any ofi its
sub-sections.
3.2.8.2 �mr�lavment Eli�ibilitv; 5ubcantractars, Contractors, and
Sub-subcontractors. Tv the same extent and under the same condi#ians as Contractor,
CanYractor shall require all of its subcontractars, Contractors, and sub�subcontractors
performing any war4c or Services relafing to this Agreement to make the same verifications
and comply with all requirements and restrictions pravided for in Sec�ion 3.2.8.1.
3.2.$.3 Em�lavment Eli�ibility; Failure to Comp�v_. Eac�t persan
executing this Agreement on behalf of Contractor verifies that they are a duly authorized
officer of Contractar, and understands that any af the following shal!be grounds far khe City
to terminate the Agreern�nt for cause: (1} faiiure of Cantraetar ar its subcontractors,
Contra�tors, sub-subconfractors or subcontractors to meet any of the requirements
pro�ided for in Sectians 3.2.8.1 or 3.2.8.2; {2) any misrepresentation ar material amission
concerning conn�liance with sucn requirements {in�6uding in those verifications provided to
the Contractor �nder Section 3.2.8.2); or (3) failure to imm�diately remove any persan
found not to be in compliance with such r�quirements.
3.2.8.4 Labor C�rtificatian. By its signature hereunder,
Cor�tractar certifies �hat i�is aware af the pravisions of Section 3700 of the California Labor
Code which require �very employer to be insured against liability far Warkers'
Compensation ar to undertake self-insurance i� accordance with the {�rovisians of khat
Cade, and agrees to comply with such pro�isions before cnmmencing khe �erfarmance of
the Services.
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3.2.8.5 �aual C��portur�itv �mploymer�t. C;ontractor represents
that it is an eq�al opp�rtunity emplayer and it s�all naf discriminate against any
subcontractar, employee or applicant for amployment because of race, religion, color,
natiana!origin, handicap, ancestry, sex vr age. Such nor�-discrimination shail include, but
not be I�mi#ed ta, ail acfivities related to initial empfoyment, upgrading, demotion, transfer,
recruitment or recruitment adverkising, layaff or termination. Contractor shall also comply
with a�l relevant provisions of City's Minarity Business Enterprise program, Affirmative
Action Plan or other related programs or �uidelines currently in effect or her�inafter
enacted.
3.2.8.6 Air Q�talit�. Tn the extent applicable, Contractor must
fuliy comply wifh all applicable laws, rules an� regulations in furnishing or using equipment
andlar providing setvices, including, but nat limited to, emissi�ns limits and permi#ti�►g
requirements imposed by the South Coast Air Quality Managem�nt District (SCAQMD)
andlar �aliforn�a Air Resources Board (CARB}. Although the SCAQMD and CARB limits
and requirements are more broad, Gontractar shall sp�cifically be aware af their appfication
to "partable e4uipm�nt", which definitian is cansidered by SCAQMD and CARB to inclu�e
any item of equipment with a fuel-powered engine. Contrac#or shall indemnify City against
any #�nes or penalti�s imposed by SCAQMD, CARB, ar any other governmen#al or
regulatory agency for violations of applicable laws, rules andlor regulations by Contractor,
its subcontractors, or athe�rs for whom Contractor is re�pansibfe under its indem�ity
ablEgations provided for in this Agreement.
3,2.9 Insurance.
3.2.9.1 Time for Compliance. Contractor shall nc�t commence
work under this Agreement untif it has provided evidence satisfactory to the Gity that it has
securec� alE i�surance required under th+s sectian. In addition, Cantractor shall not allow
any subcantractar to commenc� work an any subcontract until it has provided euidence
satisfactory to the City that the subc�ntractor has secured a11 insurance req�ired under this
section.
3.2.9.2 [Vlinimum ReQuirements. Tnroughout the life of this
Contract, Contractar shall �ay for and maintain in full force and effec# al1 policies o�
i�surance required he�eunder with an insurance campar�y(ies) either (i) admitted by the
California lnsurance Commissianer to da business tn the State af California and rated not
less t�an "A- VII" in Best's �nsurance Rating Guide, or (ii) as may be authorized in wriking
by City Manager o� hislher c#esignee at any #ime and in hislher sale c�iscretion, The
#ollowin� policies of insurance are required:
(i) C4MMERCIAL GENERAL LIABILITY insurance wt�ich sh�ll be ak least as
broad as the most current versian c�f Insurance Services Office (iS0) Cammercial General
L�ability Caverage Form CG OQ 01 and include insurance for "bodily injury," "property
damage"and "personal and adver�ising injury" with ca�erage far premises and operatior�s
tincluding the use of owned and non-owned equipment), prod�cts an� campleted
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r
operations, and ccantractual liability (including, wifhout limitatian, indemnity obligations
under the Gontract) with iimits of liability of not less than khe fallowing:
$1,OQ0,��0 per occurrerrce for bodily injury and praperty damage
$1,Q00,000 per accurrence for personai and adverkising tnjury
$2,OD0,000 aggregate for products and completed aperations
$2,0OO,OQQ general aggregate applyir�g separately ta #he war4< per��ormed
under the Cantract
{ii) COMMERCIAL AUT{�MOBIL.E LIA�I�.lTY insurance wt�ich shall be at least as
broac! as the most current versian of Insurance Service Office (iS0) Business Auto
Coverage Form CA QO Oti, and include coverag� for all owne�J, hired, an� non owned
autamabiles ar nther licensed vehicles (Code 1 Any Auta)with �imits of liability of not less
than �1,000,044 per accident for f�adiky injury and property damage.
(iii) WORKERS' COMP�NSA`fION insurar�ce as re�uired under the California
Labor Gode.
(iv) ECVIPLOYERS' LIABILITY insurance with limits of lEability af not less than
$1,OOD,OQO each accident, $�,OOQ,000 disease palicy limit and $1,440,OOD disease each
employee.
(v)PRQFESSl4NAL LIAF3ILITY Professional Liability (Errors and Omissians}
insurance appropriate to Cantractor's prafessian, with lirnits of liability of $2,Q00,��0 per
claim/occurrence and $2,Q00,000 poficy aggregate.
1n the event Contractor purchases an Umbrella or Excess insurar�ce policy(ies}tc�m�et the
minimum limits o� insurance set forth above, this insurance policy(ies7 shall "fo�low form°
and afford na �ess coverage kh�n th� primary insurance policy(i�s).
Contractor shall be respansible for payment of any decfuctibles contained in any insu�ance
palicies required hereunder and Contractor shall alsfl be responsible for �ayment af any
self�insured retentions. Any deductibl�s or selfi-tnsured retentians must be declared to, and
approved by, the City Manager or hislher designee. At the option of the City Nlanager or
hislher designee, either: (i) the ir�surer shall reduce or eliminate sucn deductibl�s ar seif-
insured retentians as respects to WTA, ifs board members, officers, officials, emplayees
and agents; or (ii) Contractor shall provide a financial guarantee, s�tisfiactory to WTA's
Executive Director or hislher des+�nee, guaranfeeing payment of losses and related
investigations, claim administration and defense expenses. At no time shall the City be
responsibie for the payment of any deductibles or self-insured retentior,s.
All po�ici�s af insurance required hereunder shall be endarsed ta provic�e that ti�e caverage
shafl not be cancelled, non-renewed, reducecf in ca�erage or in limits except after 30
calendar day written notic� has been given to City. Upon issuance by the insurer, broker,
or agent af a natice af canceilation, non-renewal, ar reductiQn in coverage or ir� limits,
Contractor shall furnish City with a new certificate and applicabls endorsernents for such
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poiicy(ies). �r� the ev�r�t any poficy is due to expire during the wor�C to be per€ormed far
City, Coniractar shali provide a new certificate, an� applicable �ndorsements, evidencing
renewal of such policy not less than 15 calenda� days priar to the expiration �ate of t�e
expiring policy.
The General Liabi�ity and Automobile Liability insurance polici�s shali be written on art
occurrence farm. The Gerieral Liability(including ongo�ng and �ompleted operations) an�
Automobile Liability shalt name Gity and its a��ers, offic�als, employees, ager�ts and
volunteers as ar� additional insured_ 5uch policy(ies} af insurance shall be endorsed so
Contractor's insurance shali be primary anc� no contribution shall be require� o�City_ The
cav�rage shall contain no specia! limitations on the scope of protection afforded tfl#he City
and its ofi�icers, officials, �mployees, ager�ts and volunteers. The Workers' Compensation
insurance policy shall contair� a waiVer of subrogation as ta City and its offic�rs, �fficials,
em�loyees, agents and volunteers. Should Gontractar maEntain insurance with broader
caverage andlor limits ef iiability greater thar� t�ose shawn above, City requires and shall
be entitled ta the broader caverage and/or th� higher limits of liability maintained by
Cantractor. Any a�ailable insurar�ce proceeds in excess af the specifieci minimum limits of
insurance and co�erage sha�l be available ta City.
�f the Pro��ssional k.iability (Errars and Omissions7 insurar�ce policy is written on a claims-
made form:
1. The retroactive date must be shown, and must be before th�effective date af the
Agreement ar the commencemer�t of work by Gontractor.
2. lnsurance must be maintained and evicfence ofi ins�rance must be provided for
at least 3 years after any expiration or termination of the Agr�eme�t or, in the
afternat�ve, the policy shall be �ndvrsed #o provide not less than a 3-year
discovery period.
3. If caverage i� c�r��E1ed or nar�-renewed, and not replaced with another claims-
made policy farm with a retraactive date prior to the effective date of the
Agreement or the commencement of work by Contractor, Gontractor must
purchase extended reporting coverage for a mi�imum o# 3 years f�llowing the
expiration or termination af fhe Agreement.
4. A copy of the claims reparting requiremer�ts must be sulamitted ta VV"fA for
fEVISW.
5. T#�ese requirements shall survive ex�iratian or termination of the Agreement_
Contractor shall furnish City with al� certificate�s) and applicabie endorsemenis effecting
cvv�rage required hereunder. All certificat�s and applica�le endorsements are to be
received and approved by the City Manager or hislher design��prior to City's execution of
the Agreement and before work commences.
if at any time during the life af this Agreement or any extension, Contractor ar any of its
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subcantractors fail to rriai��tain any required ir�surance in full force and effect, all work u�,der
this Agreement sha�l be discontinued immediatei�, and a!I payments due or that bscame
due to Contractor shali be withheld until notice is received by City that the required
insurance has been restored ta full force and effect and that the premiums therefore have
been paid €or a period satis�actory to City. Any fai�ure to maintain the required ir�s�rance
sha11 be suffici�n# cause for City to terminate this Agreement. No ac#ion taken by City
hereunder shall in any way relieue Cantractor of its responsibilities under#his Agreement,
Upon request of City, Cantractor shall immed�ateEy furnish City with a compket�copy of any
insurance palicy+r�quired under th'rs Agreement, includin� all endarsements,with said copy
certifi�d by the underwriter to be a true and correct copy of the original palicy. This
req�irement shall survi�e expiratic�n or termi�ation of tt�is Agrecment.
T�e fac# that insurance is obtained by Contractor shall not be deemsd to rslease or
diminish the liabElity of Contracto�, including, without limitation, liability under the indemnity
provisions af this Agreemsn#. The duty to indemnifiy City and its afficers, officials,
employees, ag�nts and volunteers shall apply to all claims and liability regardless of
whether any insurance policies are a�plical�le. The �olicy limits do nat act as a limitation
upan the amount of indemnificafion �o be provided by Cor�tr�ctor. Approval or purchase of
any insurance contracts or policies shal! ir� no way relieve #ram liabili#y nor limit the liability
of Contractor, its principals, a�ficers, empioyees, agen#s, persor�s under the supe►visi�n of
Cc�ntractor, ve�ckors, suppliers, invitees, s�ab-Conira�tors, sub�antractors, or anyane
employed directiy ar indirectly by any af them.
If Contractvr s�ould subcontract all or any portion af the services to be per�vrmed under
#I�is Agreement, Contractor shall require each subcontractQr to provide insurance pro�ectian
in favor of City ar�d its officers, officiais, emplayees, agents and volunteers in accordance
with the terms of each af the {�receding �aragraphs, except that the �Ubcor�tractors'
c�rt+ficates and endarsements shall be on fil� with Contractor and Gity prior to khe
co�n�enc�ment of any work by the subcontractor.
3.2.1� Safety. Cantractor shall execute and maintain its work so as to avoid
inj�ry or damage to any person or property. In �roviding Senrices, the Contractor s�ail at
al{ times be in compliance wi�h all a�plicable locai, state and #e�era! laws, rules and
r�gulatior�s, and s#�al1 exercise all necessary pr�cautions for th� safety o# employees
apprc�priate to the nature of the work and the condifions unde� which the work is to be
performed. Safety precautions as a�plicable shall includ�, but shali na# be limitecf to: (A)
adequate life protection and lifesaving equipment and procedures; (B} instruc#io�s in
accident prevention far a!I employees and subcontractors, such as saf� wal�Cways,
scaffalds, fall protection ladcfers, bridges, gang p�anks, confined space �rocedures,
trenching and shoring, equipment and other safety de�ices, equipmen#and wearing apparel
as are r�ecessary or fawfufly required to prev�nt acciden#s ar injuries; and (C) adequate
faci{ities far the prv�er inspection anci maintenance af all safety measures.
3,3 Fees and Payment�.
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3.3.7 Rates ar�d_�otal Cc�n�ensation. Conkractar �h�ll ��c�ive
compensatian, including�uthorized reimbursemenfis,for a11 cfesign services rendered under
t�is Agreement at#he rates set forth in �xhibi# B attached hereto and incorporated herein
by reference. Extra work may be authorized, as described below, and if authorized, wilf be
comp�nsated ai the rates and manner set forth in this Agreement. The t�tal contract shall
be baseri on a contract unit cast as described in attachment"B"for s�rvices pravided ta the
City for a "not to exceed" amount of $XXXXXX ar�nually.
3.3.2 PaYment of Com�ensativn. Contractor shalE submit�o City a manthly
itamized statement which indicates work compieted by Contractor. The statement shall
describe the amaunt of Services and supplies provided since the initial commencem�nt
c�ate, or since the start of the subsequent�iUing periods, as appropriate, through the date of
the statemer�t. City shall, w�thin 45 days af receiving such statement, re�iew the statement
and pay all approved charges thereon.
3.3.3 Reimbursement for Ex,penses, Conkractor shall not be reimbursed for
any expenses �nless autharized in writing by City.
3.3.4 Extra Work. At any time during t#�e term of this Agreement, Ci�y may
request that Contractar per�orm Extra Wark. As used herein, "Extra Wor'k" means any wark
which �s determined by City to 6e necessary fvr tt�e proper completion of the Services, but
which the parties did not reasona�ly anticipate would be necessary at the executian o�this
Agreement. Contractor shaH no# perForm, nor be eompensate� for, Extra Work without
written authorization from Gity's Represen�ative.
3.4 Accounting RecQrds.
3.�4.1 Maintenance and In�pection. Can#ractor shall maintain complete and
accurate records with respect tv all costs and expenses incurred u�der this Agresment. All
such records shall be c{early id�ntifiable. Contractor shall all�w a representative vf City
during normal business hours to examine, audit, and make transcripts or copies of such
records and any other documents creafed pursuant to this Agreement. Contractor shall
allow inspectian af a!I work, data, dacuments, proceedings, and activtties related to the
Agreement for a period of three (3) years from the date of final payment under this
Agreement.
3.5 �wnership of Material� and �onfiid�ntiaiity
3.5.1 Documenfs&Data; Licensinqof Intellectual Pro�erty. Tt�is Agreemer�t
creates a non-exclusiv� and perpetual ticense for City ta copy, use, ma�ify, reuse, or
sublicense any and all eopyrigh#s, designs, and other intellectua! property embodied in
plans, specifrcations, s�udies, drawings, estimates, and other doeuments or works of
autharship fixed in any tangible medium c�f expression, including but not limited to, p�►ys�cal
drawings or data mag�etically, electronicaliy or otherwise recorded or stored, which �re
�repared or caused to be prepared by Contractor under fhis Agreemen# �"Documents 8�
Data"). ACI Documents & Data shall be and remain the property of the City, and shall not be
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used in whoi� or in substantial part by C�ntractoE� oj� other proj�cts without the City's
exp�ess written permission. Within thirty (30) days following the completion, suspension,
abandonment ar termination of this Agreement, Contractor shall pravide to Ci�y
repraducibfe copies of all Documents & Data, in a form and amount required by Ciky. Gity
reserues the rig�t ta select the methad af dacument reproductian and to establish where
khe reproduction will be accomplished. 7'he reproduction expense si�all be �vrne by City at
th� actual cost o# ciuplicatian. ln the event of a dispute regarding th� amaunt of
compensatiot� to which the Contrac#or is entitled Under the termination provisions of this
Agreement, Contractor shall provide al! Documents & Data tn City Upon payment of the
undisputed amount. Contractor shail ha�e no right to r'etain or fail to pravide tc� City any
such documents pending resolu�ion of the dispute. in addition, Cc�ntractor sha11 retain
copies of all Doc�iments & Data an iile for a minimum af five (5) year�following comple#ion
of said Services, and shalf make copies avaii�ble to City upon t1�e payment of actuai
reasonabfe dupiica#ion costs. In addition, before c3estraying t}�� Documents & Daka
fallowing this retention period, Contractor shall make a reasonable �ffc�rt to notify CEty and
�ravide City with #h� oppor�unity to abtain the dacuments.
3.�.2 5ubcontractors. Contractor shall require a11 subcontraetors ko agree in
writing that City is granted a r�on-exclusive ar�d perpetual license for any Dac�m�n#s&bata
the subcnntractor�repares ur�der#his Agreemen#. Contractar represents and warrants that
Contractor has the i�egal right to fic��se any and al! Doc�ments& Data. Contract�r makes
no such representation and warranty in regard to Docum�nts& Data which were prepared
by d�sign �rofessianais other than Cantractor or its s�bcontractors, or those provici�d to
Contractor by the City,
3_�.2 Ri�ht to Use� City sha!! not be limited in any way in its use c�r reuse of
the Dacuments and Data or any part of them at any time, provicied that any such use not
within the purpases intended by this Agreement without �mployEng the services of
Gonfractor shall b� at City's sole risk.
3.6 Gener�l Prov�sions.
3.6.1 Termination of Agreement.
3.6.1.1 Grounds for Terminatior�. City may, by written notice to
Contractor, terminate the whole or any part of this Agreement at any time and withaut
cause by givir�g written notice to Co�tractor af such terminatian, and specifying the eff�ctiv�
date thereof, at i��st seven (7) days hefore the eff�ctive date of such termination. Upon
termination, Can#ractor sha�l be compensated on{y for t�tose services which have been
adequately rendered ta City, and Cantractor shall b� entitled ta no further compensation.
Contractor may not fermir�ate this Agreement except for cause.
3.6.1.2 Effect of Termination. ifi this Agre�ment is termina#ed as
pravided herein, City may require Cor�tractor to provide a!I fir�ished or unfinished
Dacuments and Data and other infarmation af any kir�d prepared by Contractor in
connection with the perf�rmance of Services under this Agreement. Contractor sha!! be
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required to �arovide such dacume�t and �ther informatian within fiffieen (75) days af t�e
request.
3.6.1.3 Additior�al Services. In the e�ent this A�reem�nt is
fermEnated in whofe or in part as provided herein, C�ty may pracure, upon such terrr�s and in
such manner as it may determirie appropriate, services similar to thase terminated.
3.6.2 Delivery of Notices. All notices permitted or required �nder this
Agreement shall be given to the respecti�e parties at the fallow address, or at such other
adc�ress as th� respecfive parties may pro�ide in writing for this purpose:
Cantfiactor:
XXX)CX
X,�CXX
XXXXX
Attention: XXXXX
City�
City af Norco
2870 Clar}c A�enue
Norcv, CA 92860
Atter�tion: Dire�ctor of F'ubkic Works
Such notice shall be deemed made when persortally deliv�red or when mailed, forky-e�ght �
(48} hours after d��osit in the US Mail, �rst class postag� prepaid and address�d to the
party af its applicable address. Aetual notice shall be deemed adequate notice on the date
actual notice accurr�d, regardless of the methoci of service.
3.6.3 Caoperation; Furth�r Acts., The Parties shal[fully caoperate with one
anather, and shall fake any addit+o�al acts or sign any add+tional docurr�ents as may be
necessary, apprapriate ar convenient ta at#ain the pur{�oses af this Agreement.
3,6.4 Attarnev's Fees. If eit�er party cammences an actian agains#the other
party, either legal, administrati�e c�r atherwise, arising out of or in cc�nnection with th�s
Agreement, th� prevailing party in such fitigatian shall be entitled to have and r�cnver from
the losing par�y reasonable attorney's fe�s and all other costs of such action.
3.6.5 Indemnific�tion. Ta the furthest extent allowed by law, Contractar shafl
ind�mnify, hald harmless and defend the Ci#y and its officers, ofFcia�s, emplayees, agents
and volunte�rs from any and all loss, liability, fines, penalties, for�eitures, cost� and
damages {w�ether in cantract, tort or strict liability, including bu# nc,t limated ta personal
injury, death at any time and praperty damage), and fram any ar�d ali claims, demands and
actions in 1aw or�quity (�ncluding reasonable attomey's fe�s and litigatian expenses) #hat
arise out of, pertain to, ar refate to the negligence, recklessness or wiliful misconduct of
Contractor, its pr�ncipais, afficers, employees, agents c�r vo{unt�ers in the performance af
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this ,4greernent.
!f Cantractar shQuld subcontract all or any porti�an Qf the services to be perfarmed under
this Agreerrier�t, Contractor shall require each subcontra�tor#o indemnify, hold harmless
and defend the City and its afficers, nffscials, employees, agents and volunteers in
accardance with the #erms of the preceding paragraph.
Ti�is section shail survive terminatian or expiration of this Agreemenfi.
3.6.6 �ntire Ac�reement. Thi�Agreement contains the entire Agreemer�t of
the parties with respect#o the subject matter hereof, and supersedes aq prior neg�tiatio�s,
understandings or agreements. This Agreemen# may only be modifi�d by a writing signed
by bath parties.
3.6.7 Governin� Law. This Agreement shall b�governed by the laws of the
5take of California. Venue shall be in Riverside County.
3.6.8 Tirne of Ess�nce. Time is of the esse�ce�ar each and every provision
of this Agreement.
3.fi.9 Citv's Ri�ht to Em�fvv Other Gontractors. City reserves right ta
empioy o�l�er Ca�tractars in eonnection with said Services.
3.6.10 Successors and Assiq�s. This Agreement s�a11 be binding on t�e
successors and assigns of the parkies.
3.6.11 assi�nment ar Transfer. Contra�tar shall not assign, l�ypo#t�ecate or
transfer, either cfirectly ar by aperatian af law, this Agreement or any interest herein without
the prior w�itten consen# of the Ci#y. Any attempt ta do sa shall be null and vaid, and any
assignees, hypathecates ar transferees shall acquir� no right or interest by reason of such
attempted assignrn�nt, hypothecation or transfer.
3.6.�2 Construction; References; Captions. Since the Parties or the�r agents
ha�e participated fu�4y i� the preparation af�his,4greement, the language of thEs Agreement
shal{ �e construed simply, according to its fair meaning, and not strictly far ar against ar�y
Party. Any term referencing tima, days or per�ad for performance shall be work days
(Manday through Friday, exeluding holidays). All references ta Cantractor include all
persannel, employees, agents, and subcontractors of Contractar, except as atherwise
spec�f�ed in this Agreement. Ali re�erences ta Gity include its elec#ed officia�s, officers,
employees, agents, a�d voiunteers except as otherwise specified in this Agreement. The
captions o�the variaus articles and paragrap�s are far conv�nience and ease of reference
onfy, and do nat c�efine, iimit, augment, or describe the sc�pe, cantenf or intent of th�s
Agreement.
3.6.9 3 Amendment; Modification. No supp�ement, modification or amendme�t
of this Agreement shall be t�inding unless executed in writing and signed by both Parties.
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3.6.14 Waiver. No waiver of any d�fiault st�al[ ca�sfitufie a waiver o�ar�y othe�
defauft ar breach, whether of the same or otfi�er covenant c�r condition. No wa�ver, benefifi,
privilege, or service valuntarily given or performsd by a Party shal�give#he other Party any
c�ntractual righ#s by custom, estoppel or atherwEse.
3.6.15 Na Third-Party Beneficiaries. There are no inkended ihird-party
beneficiaries of any right Qr obligation assumed by the Parties.
3_&.16 Inualidity; SeverabilitY. !f any partion c�f this Agreement is declared
ir�valid, illegal, ar other+nrise u�enforc�able by a court of campetent juris�iction, the
remaining pro�isions shall cflntinue in full force and effect.
3.5.17 Prahibited lnterests. Contractor maintaErrs and warran#s tha#it has not
employed nor retained any company ar person, otfi��r than a bona fide emplayee working
soleiy far Contractor, ko soiicit or secure this Ac�reement. Further, Contractor warrants that
it has not paid nar has it agreed to pay any company or person, other than a bona fide
employee warking solely for Contractor, any fee, cammission, percentage, brokerage fee,
gift or ather consideration can#ir�gent upan or resulting from the award or making of this
Ac�reemet�t. Cantracto�' further agre�s to fiie, or shall ca�se its emplayees ar
subcontractars to file, a Statemenf o# Economic lnteres� with the Cifiy's Filing Officer as
requtred ur�der state law in the �erfa�mance of the Services. For breach ar violation af this
warranty, Ci�y shall �ave the right to rescind this Agreement without liabili#y. Far the term
ofi th+is Agreement, no member, officer or employee of C�ty, during the term af his or her
SGNkC� Wtt�l Cf�y, shall have any direc# interest in this Agreerner�t, ar abtain any present ar
anticipated materiai benefit arising therefrorn.
3.6.�8 Equa[ Oppartunitv Emplovment. Cantractor repr�sents that it is an
equai apportunity �mployer and it shalf nat discriminate against any subcantracfior,
empfoyee ar appiicant far empfoyment because o# race, religian, color, natianal arigin,
handicap, ancestry, sex ar age. Such nan-discrimination shall include, but nat be limited to,
a�l activities related to initial em�loyment, upgrading, demotion, transfer, recruitmer�t or
recruitment advertising, layvff or termina#jon. Contractor shall also com�ly with ap relevant
provisions of G�ty's Minority Business Ent�rprise pragram, Affirmative ActiQn Plan or otfi�er
relafed }�rograms or guidelines currently in �ffect ar here�naf#er enacted.
3.6.1� Labor Certificatior�. By �ts 5ignature h�reunder, Contractor cerkifies
that it is aware af the pravisions of Section 37�0 of the California Labor Code which require
every emplayer ta be insured against liability for Workers' Compensatian or ta undertake
sef�-insurance in accordance with the pr�visions of that Cade, and agrees to comply with
such provisions befare commencing the performance of#he Services,
3.6.20 Authoritv to Enter Aqreem�nt. Contractor has al{ requisit�power and
autharity to conduct its busi�ess and tc��xecute, cfeliver, and pe�orm the Agreement. Each
Party warrants thaf the �ndi�iduals wha �ave signed this Agre�ment have the legal power,
righ�, and au#�ority to make this Agreement and bind each respective Party.
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3,6.2`I Counfer�arts. This Agreement may�e signed in cflunterpa�ts, each of
which shall cons#itute an original.
3.7 Subcontracting,
3.7.1 Priar Approval Required, Cantractor shall not subcontract any�ort�on
of the work required by this Agreem�nt, except as expressly stated herein, without prior
written approva�of City. Subcontracts, if any, shall contain a Qr�vEsion mafcing khem subject
to al� pravisions stipulated ir� this Agre�ment.
Name of Contractor�
*gy.
Signature �—� - ----
Name - Title ~ J ��
NOTE: SIGNATURES OF CORPORATE OFFIClALS NlUST BE NOTARIZED.
Attach Certificate vf No#ary Acknowledgernent
OWNER: C1TY OF NQ�CO, a mut�icipal corporatiar�
*�y;
Robin Gr�ndmeyer, Mayar
ATTEST:
Dana Roa, CMC, City Clerk
APPRC7VED AS TD FQRM:
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Colin Burns, City Attorney
I
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�XNI�I�I� A
FOR
TREE TRIMMING, REMOVAL, AND PLANTING
CQNTRACT SERVICES RFP
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EXHIBIT B
Cantractor Prc�pasal and Fees
,
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G�P1EFiAL L�ABlLI� ENDORSEME�UT
CITY OF N(7RC0
287Q Clar#c Avenue
Norc�, CA 92860
(951) 270-5678
A. POLICY INFORMATION En�orsement #
1. Insurance Company _._T
Poficy Number _ `
2. P�licy Term (From) �,_ _� ___ _ (To) J_ _
Endorsement Effec#ive Date
3. Named Insured
4. Address af Narned Insured
5. Limit af Liability Any One OccurrertcelAggregate
$ /
6. Deductible or Self-Insured Retention (Nil unless o�herwise specified):
7. Co�erage is equivalent ko:
Camprehensive General Liability Form GL0002 (Ed. 1173)
Commercia! General Liabifity "Qccurrence" Form CGOQ01
S. Boclily Injury and Property Damage Co�erage is:
"occurrence"
Note; The C�ty ofi Norco standard ir�surance requirements specify "occurrence"co�erage.
"Claims-made"coverage is not acceptable. If commerciai genera! liab�lity f�rm or equivalent
is used, tt�e gener�l aggregate must apply separately to this locationlproject or the general
aggregate mus# tae twice the accurrence limit.
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9. Uescription of Project:
Th� City utilizes a 5-year trimming program (divided u� into grids} intended to trim
every #ree within a �-year �eriad and is provided on the Gity's website so residents
can knaw what year their frantage trees might be trimmed. ThE City Tr�e Trimming
Gontract will provide tree trimming services of all publ�c tr�es within the city limits of
the City of Norco. Th� cantractor shall provicie all fabor, equipment, toois, fuel,
material�, dumping, insurance, supervision, and al! other items needed to deliver
exce�lent tree maintenance services.
B. POLICY AMENDMENTS
This �ndorsemer�t is issued in considera#ion of the pc�licy premium. Notwifhstanding any
inconsistent statement in the policy to which this ertdorsement is attached Qr any other
endorsemer�t attached thereto, it i� agreed as fo�lows:
1. INSUR�D. As r�spects any wflrk per�arrned on the above descr�bed Praject, the
City of Norco, its elected car appointed vfficers, ofFcials, employees, cansul�ing
engine�rs, and volunteers a�e included as insured with regard to damages and
defense of claims arising from: (aj act�vities per�ormec! by or on behalf of the
Named Insured, (b) products and completed operatior�s af the Named Insured,
or (c) �remises owned, leased, or used by the Named lnsured.
2. COf�TRIBUTIQN NaT R�QUIRED. As respects: (a) wflrk per�ormed by the
Named Insured on the above described Projec# for or on behalf of the Gity of
Nvrco; or(b) products sold by the Named Insured to t�e City of Norco for use on
#he Praject; ar(c) premises leased by the Named Insured from the City of Nflrco,
the rnsurance affarded by this policy shali be primary irrsur�nce as respects the
City ofi Nar�o, its elected or appointed officers, offi�ciafs, empl�yee�, cansulting
engineers, ar volunteers; or stand in an unbroken chain af cov�rage excess of
tt�e Named InsurecE's schedule Underlying primary coverage. In eitt�ere�ent, any
other insurance maintairred by the City of Norco, its elected or appointed o�cers,
affici�ls, employees, consul#ir�g e�tgineers, ar valunteers shall be in excess of
this ir�surance and shall nat cantribute with it.
3. SCOPE OF COVERAGE. This palicy, if primary, a#fdre�s cov�rage at least as
broad as:
(�) Insurance Services Office Farm Numb�r GL 0002 (Ed. 1l73),
Camprehensive General Liability Insu�ance and Ins�rance 5ervices UfFice
#arm number GL 0404 Broad Farm Cornprehensive General L�ability
endorsement; or
(2) Insurance Services Office Commercia! Gen�ral Liability Coverage,
"Occ�rrence" Farm CG 0001; or
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(3y If excess, afifiords coverage whicP� i� �t least as braad as the prim�ry
insurance forms referenced in the preceding Sections (1} and (2).
4. SEVERABILkTY OF INTEREST. The insurance a#Fordad by this pc�licy applies
separately to each insured who is seeking coverage or against whom a claim is
made or a suit is brought, except vvith resp�cts to the Company's limit of liability,
5. PROVISIQNS REGARQING THE INSURED'S DUTI�S A�TER ACCIDENT OR
LOSS. Any failure #o comply vvith repor�ing provisions of the palicy shall not
affeet coverage provided to the City of Narco, its elected ar appointed officer,
offcials, employees, consulting engineers or volunteers.
B. CANCELLATION NOTICE. The insurance affarded by this poliey shal! not be
suspended, voided, canceled, reduced in coverage or �n limits except after 30
days prior written natice by c�rtified mail return receipt requested has been given
to the Cify of Norco. Such natice shall be addressed as shown in the heading of
this endorsement.
G. lAI�fDENT AND �LA1M REPORTlN� PRD�EDURE
fncidents and claims are ta be reported #o the insur�r at:
ATTN:
(Title) �� (Department} � ����
(Company} �--- — ---- -��..__ --_--- ----- ----
(S�reet Address) —---— ----- ---- --._rn^' --
(City) � ^ (State) (Zip Code} T
(Telephane Number)
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D. SIGN�iTUF�E OF IAISURER DR AUTHU�I�ED RERRESEN7"ATt1/E OF THE
iNSURER
l, _� �, warrant thaf I have a�t�Qrity to
(Print/Type Name)
bind the below-listec! insu�ance campar7y and by my signature hereon do so bind this
cvmpany.
SIGNATURE OF AUTHORIZED R�PRESENTATiVE
(Qrigir�al Signature required on enc�orsement furnished to the Ci#y of Norco}
ORGANIZATION:
TITLE:
AC�DRESS:
TELEPH�NE:
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i4U'T��OBIL� LIA�iLiTY EN�CI�SEMENT
CITY OF NORC�
2870 Clark Avenue
f�orco, CA 92860
(951) 270-5678
A. PO�ICY INFORMATION Endarsement #
1. Insurance Company — --- - -� _-- — T _------ --
Policy N€�mber ___�____Y_
2. Policy Term (From)_ _ {70) ^
Endorsement E�Fective Date
3. Named lnsuredµ-- -- — - - _ .--- — ---- -- -- ---
4. Address of Named lnsu�-ed- --T - -_ - --_-�- --__
5. Lirnit of Liability Any One �ccurrencelAggregat�
$ /
S. Deductible or Self-insured Retention
�Nil un(ess oti�e�-wise specified):
$
B. POLICY AMENDMENTS
This endorsement is issuec! in consideration of the policy premium. Notwithstar�ding any
inco�sisfient statement in the palicy #o which this endorsement is attached or any other
endorsemer�t attac�ed thereta, it is agree� as fiollows:
1. INSURED. Th� City o� Norco, its elected or appainted officers, o�cials,
consulting engineers, employees and uolunteers are included as insurec� with
regard to damages and defense of claims arising from: the ownership, operation,
maintenanee, use, loading or unloading of any auto owned, leased, hired ar
barrawed by the Named Ir�sured, regardless of whether lfability is attributable to
the Named Insured or a combir�ation af the Named lnsured and the City of
Norcc�, its elected 4r a{�painted offic�rs, officials, ernployees, consultir�g
engineers or vaiunteers.
2. C4NTRkBUTIOiV N4T REQUlRED. As resp�cts work perfarmed by the Named
Insured for or an behalf vfi the City fl#Norcc�, khe insurance afforded by fhis policy
shalL �a) be primary ins�rance as respects #he City af Norco, its el�cted or
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appointed officers, ofFicials, employees, consuiting engineers or vof�rrfesrs; or
(b) star�d in an unbraken chain of coverage excess af the Named Insured's
primary caverage. !n either event, any other insurance maintained by the C�ty ofi
Narco, its elected or appo�nted afficers, officials, �mployees or volunteers shall
be in excess of this insurance and shall not con#ribute with it.
3. SCOPE OF GOVERAGE. This policy, if primary, affords coverage#o the Named
Insured at least as broad as:
{1) Insurance Services Office form number GA OOD01 (Ed. 1/78), Code 1 ("any
auta") and endorsement CA Q�25.
(2) Ifi excess, affords caverage which is at least as broad as the primary
insurance fior�rrs refier�nced in #he preceding 5ect�or� (7�.
4. S�V�R�BILITY 4F lNTEREST. The insurance afForded by this policy app�ies
separately to each insur�d wha is seeking coverage, or against whom a c�airn is
made ar a s�it is brought, exce�t with respeet 4o the Company's limit of liabilify.
5. PROV�SIONS REGARDING THE INSURED'S DUTIES AFTER ACCIDENT OR
LOSS. Any failure ta comply with reporting provisions of the policy shall r�ot
affect co�erage provided ta t�e City of Norco, �ts elec�ed or appointed officer,
officials, empfoye�s, consulting �ngineers or volunteers,
fi, CANCELLATI01� NOTICE. The insurance afforded by this policy shall not ��
suspended, voided, car�ceied, reducec� in coverage ar in limits except after 3D
days prror written natice by cerki�ed rnail return receipt requ�sted has been gi�en
ta the City of Narco_ Such natice shall be addressed as shown in th� heading of
this endorsement.
Packet Pg. 395
5.22.c
C. If��l[��N1� �4NC� CL,4lM REPORTfNG PROCEC]UF��
Incidents and claims are to be reported to the insurer at:
ATTN:
{Tit{e) {Departmenf}
(Company) �, _. --- — — --
(Street Adclr�s�j �
(City) - - - -- -- ------ (State� � (Zip Cocle)
(Telephone Number)-- -T — -�- ^
D. SIGNATURE aF iNSURER OR AUTNQRIZEQ REPRESEN�ATIVE OF TNE
fNSURER
I, �._�� _ _,_, w�rrant that I ha�e authority to
(Print/Type Name)
bind the �elaw-listed insurance cvmpany and by my sigr+ature hereon do so btnd this
company_
SIGNATURE 4F AUTHORI�ED REPRESENTATIVE
(Original Signature required on e�dorsement furnished fo the C+ty of Narco)
ORGANIZATION:
TITt�E:
ADDRESS:
TELEPHO�NE:
Packet Pg. 396
5.22.c
VII()RKER'S �QN9PEN5ATI�NlENI�LC]'�EF�'� LIA�ILITY ENDOI�SE�A�IVT'
CITY U� NORCO
2�70 Clark Avenue
Norco, CA 92860
(951) 270-5678
A. PDLICY INF�RMATIQN Endorsement# �
1. Insurance Com�rany _ --- —— —------- -- - - - _- - - --
("the CampanY")
Policy Number T ----- — _— -- �.
2. Effective Dafe c�f this Endors�menF
3. Narned Insured _
7, Empioyer's Liability i�imit (Coverag� 8)
B. POLICY AMENDMENTS
In cansideratio� of the policy premium and notwithstanding any inconsisten#stafement in
the policy to which this enc�orseme�t is attachec! ar any other endorseme�t attached
thereto, it is agreed as follaws:
(1) Cancellation Notice. The insurance affarded by this po�icy shall nat be
sus�encted, uoided, canee�ed, reduced in co�erage or in limits excspt after 30
days prior wri#ten r�atice by cerki�ed mail return r�ceipt requested has been given
ta tt�e City af Norco. Such notice shall be addressed as shown in th�headEng of
this endorsement.
(2) Wai�er of Subrogation. The insurance Campany agrees to waive all rFghts of
su�ragation against the City of Norco, its el�ected or appainted officers, officials,
agents and employees far losses paid under the terms af this palicy which arise
fram woric pertormed !�y the Named lnsured for kM� Ci�y of Norco.
Packet Pg. 397
5.22.c
C. �IGP►1�11 U�� Cj� �f�fSUFZ�I� �Fi A4J`fH�RI��D REPFiESENTA�CIVE �F THE
INSURER
I, , warrant that I hav� authority to bind
(PrintlType Nama)
khe below-listed insurance com�any and by my signature hereon do so bin�t�is cc�mpany.
P� SIGNA�URE �F AUTH�RIZED REPRESENTATIVE
�Original signature required on endarsement furnished �o the City af Norco}
ORGA�VEZATl�f�:
TfTLE:
ADDRESS:
TELEPHC3NE:
Packet Pg. 398
5.22.c
�a�, '���' ��;:; Reques# f�r �'axpayer Gw�For.r�so t►�
�e`'`�,:�„�„2°"; Identif�catian Number anct Gerti�icat�on �q�s�r.�o noi
Eh�al+rEnloltM-Treruuy E�PIH�t01���'.
Inter�d Rci�enue Serv+ca
v 1 hfan7p(�as shrr,vn nn yrwr Ineome iar.rafurt7}.Name is rec�ui�ed on tliis lina;do noi lea�e this lihe dlardc.
I2 F3usinass namardisrt�ard�.1 enbly narne,if dilfeienl Lc�n aba+e --- �—- — �— — —— — -
N
m I
� I— — ' — — _— _ _ _ — '
� I 3 [.:liec�;appr�,iiate t�x tar Ir_d�af laoc cFassficatinn;rheck orly om of Ihe 1dl�.niny sevr�n 6uxes: 4 Fxmiptians(cudrs a{��ly only lo
C
Q �, ❑Indiv�dua!/sde prvpriela oi r] C Cor ora4a� �e+l3it1 enUGa>,nol indNiduals:saa
p ❑S Coi�wa�ioh � Naih�rShip ❑Tiu;Vestat9 �,� }
r� inshuclions on �e 5:
�Dsingln�inenbei LI,C Exenvpl p�yea wde(d-eny}
� I �I irnilec!liabifity aanµdny,En1ea fY�c+lax Gassificntion{C-C cap�rali�xi,S=S ccrp�xahon,P=pwlriersltip}► -
`p � I NoLa.Fnr a s'tngle�mr.mba�LC 1h:ii is�i��egardcxl,dt>nnt chud<Ll.C;chock Ihe appro}Hiatn bmc i+f tlie lii�e a6we(a Cxcmplinn 6nm FF�f[;A reperiin�
� W thc 1�dassiTic.atinn nf fhe sinyle-inomber nHnc+r. ��p t�a�y�
d� I ❑Olhnr(sndinstrUc:t�ais)► Gypr�smer�urrsma�nra�uvwh+oamuu.s7
U __ . _—. _ _ ' _
?G I 5 Fuidinss�numl�n,sireai,and api,ot suto no.) Rayuesler's name�rid addr�s.s(oplionaQ
U@
G
� �6 Cily,slata,and ZIP oocSe
�
7 LisE accoinS nunbq�s)i�erd{optianafy
p= � Taxpayer ldentification iVumber{TII�1}
Enl9r yaur TIN in the appropriale 4ok.The TIN provttled rnusl match fhe name gi�en on line 1 to avdd LsooieF secur�iy rrumber
hacktip wiShhokding.For indiv[tluals,this ls genatally your sxlal security number(SShI),Mowsver,€or a �-""� (`"� -�j �
rasident allen,sde proprietor,a disragardeci entlty,sea the Part I instrUciions on paga 3,For other I I I I 1
er�tlties,it Is you�omployer idenlitication number(EIN}.ff you do not have a number,sea How fo gef a �_j�j j_�
TdN on page 3. pi
Note.!f the account is In more ihan one name,see 1he instruciions fa line 1 and the chari on page 4 for C�mployer identitioa�imn�n,ber j
quidelines cn whose numbe�to enter.
CerYl�ication
Under panaltfes o1 parjury,I cattify ihat:
1, The number shovrn on this form is my carrect ta�+payer ldentificatlon numb�r{or I am Waiting for a number to be]ssued to me};antl
2. I am nok subject to backup withhdding because:(a}1 am exempt from backup vrithholding,or(b)I have not bean notitied by the Irrtemal Revenue
5arvica(IRS}that I am sublal to bac4cup withhoiding as a resulT of a fallure to report all inlerest or di+ridantls,or(c}the IRS has noSilied ma ihat 1 am
no longer subject 10 backup v,�it��hddkng;and
3. I em a U_S.cikizen or other U.S,pereon(defined below};and
4.The FATCA cods{s)sntered an this form Qf any�indicating that!am exempt from FATG,A reporling is cprrecl.
CetliEicatiat Utsiructlons,Ynu rnust cross oui item 2 above if you have 6esn nolified by the fRS tiiat you ara currently subject to backup withho4ding
because ya!have tailed 10 repqrt a13 iriterest and dividends on your iax rotursl.For real es[ate transactions,itbm 2 does not a�ply.For morigags
irAerast paid,acquisktlon ora6andonmanl oT secured prq�erty,cancetVatlonot dabt.contributions io an indfvidual retlremant arrangemeM(fW1},and
generally,paym4nts athe�than interast and dividands,yai are nat sequirad tu sign the cerliflcation.�Sui you musl provtda your correci 7iN.See the
imt�uctions 9n page 3
Slgfl i S9gnr4re of - - -�- - - � � - --
Here � Us.��son► oab►
�en�ral lnstruc#ions •Fam 1�98(Ix�me murigec�n�nleiesQ.IOBR�(studcnt Inan irteresry,1q9R-T
(IuiG�Hiy
Sacfia�raterenCtis are to 1he Intornal Rovmuo Ccdv unless olFierv�iso n�ied. .Y�i�i I VB41-C�oancolnd ds6l}
Fuhre develnpments.lnfamaliexi dbout dev�lcpnienSs aifec[in�Fcvm W�9�sudi .Form 1099-A{ar,quisilinn or a6andnnmmt ol 5.'uired pr�paly}
as legisla4un enactad xlter vla ieleue ik}is at tvivw.i�.yovlhv�J.
lfsr.Form W-9 on3y if gou aro n U.S.ppfsorr Qndqdiig r�idsiQant alienl,[a
Purpas�of Form p�rn�ide yc�u aos�ecl TIN.
M individual o�enlily{Fam W-8�eyuealeiJ wh�+��ieyuirad lo I�la an inla rnaGon �rY�+�Jo ru[n:Nm Furrrr V+'-3 h�fh�requesh�r wdh a��R1f,yvu m:yhf Le sv6jecf
reWm w�tl>1f��iR5 mirsl opi:��n ycan carec4lzuepayea tderitiiira�ic��numbe�(�IIJJ �°��p�vltl7hnkfing.Si=e 17/h�ifis bar.kup witMirldmg J an page 2.
yvhirh may be y�+r socia!socairiTy nurn6er(SStJ),inJivfJ�!la�y�eyer idunlflf�tiun By signing Ihe filled-art fam,yasr
num6er{IfiIN},adoplirwi I:ix�aye�r idn�riifiwSion rnmt�r{AT�tJ),u�empluyc+� 1.Cnl?'U11y tl�at Ihe 71N you are givin�is coneci{a you are waifing ta a n�rnba�
Idenlif�u"�ticx�nu+nba�{Eih1� to rep❑il on an inlurmaG«i retuin the amount paid 10 �o h�issilorl��
yai,nf cslher amouiat iciiofkable on an infrxp�atia1 eelum.£Yamples ot infamaFidn
retwns include,but aie nu[IkmiieJ!q Ihb fe�lowiny: 2 Certify Lha1 yau ara nol u�h�ext to backy�v;rlh'�dding,oi
•Form 16B8-Ih1F(nS��f earned a pai�) 3.f.laim exemption fian 6ackwp withhdding iF you are a U.S.nxem{�l payee.H
•Form 70IX3-DN(dividorods,induding tFxrse from siucks a muWal funds) aU�{���'le,yo�ara also cert�fyirg Uiat us s US-persan,your y��c�ca6le shara ot
any pa�triea:hip incon'ie 6onz a 1J.5,trade a lousiiw�ss i.a not ai6�oct to the
.Form Efl9f)-MiSC N�rro�s typ��s of inr.aonn,prizds,atvards.or gresss procee3s] withhdding ta�e on forciyn parinc-.s'share af efle�;iively cannected income,and
•Form�U99$(sEoek or mulval fund sole;.s antl er�lvn olhoi lrvisacliwis by d,Corti£y tt�t FA I[;A caie(s}entoiad un Ihis fam @ an�j'�ndirating ttiat yau are
brokeis) excmpt fiwn 1he FA7'CA repotGny��carrnci.SeeWhalisFA7CArepor6ng7 nn
•Folm 1699-S Ip�c,ds liwn ieal nsFetd Uensaclu�ns) pa�P 2 ta IuiSior inlwmation.
•Fo[m 1099-K(metcftarrt caid and Ehird parly neivrork�ansadiass)
Cat.Nn.10231X �am w-�(Fiev,i2-26i4�
Packet Pg. 399
5.22.c
1-am W-fl{Ne�.IJ-?014)
'_ _.._` — — T— -�T_.._ �_ a_ Pdwf 2
Note,II you ate a U.S.pelscvi and a rEques[e��nr�s yw a fortn oli�N Alan F ani 3.Th�-1i75 telLs the requess[r,�d�at you Tumish�d an incoi��.l TlfJ,
W-A tn requasl yMrr T1N,yrNe miLst uso Iha requrss[ei s fqm i!il is subslanti�lly q_7he IRS telis ycu th�i you are subjecl 10 6adnip will�hdd:ng Uecaese yuu diJ
similar to Ihis Fom�W-9. �����apnr;all you�n[r,resl arxl drvidenda on your 1:ix�el�n{la repoitel�Za inle�esl
Refinitian of a U.S.¢ereon Fcx lederal lax puipa�as,yw�Hre r.nn.ciAP�ar1 a I I 5 Tnd dr�i�i••nds oreh�),or
p�`sO��y011���' 5,Vui do ne��cerlify lo Ihe roquns�ai IF�aI you aia no[sub�ae!lo bac)<vp
•An ind'n�idual vrho is a L3 S,u6zen a US,tEsident aGen: l�i[tihdding�ide�4 atwve{lo�ie�la6{r inleiesi end diviAe�7d ar.couht�r�ennd
•A p.utitcrship,a�poiation,c�rnpany,w assocfalion crea[ed or oryanizrd in the ane�E903 onl�ry,
ilnil��d 5Lalc:c�r undei lhe lawx n1 the Urtitr�rl S[alr:¢; Cerigfn payyes and paymEi[s are c�ce�nf�t hnni backu�tvilhholdmi,�.5ee E.teiripi
•An e.�l.it�:{othix U�eii a fatvgn wt'aEe��,a p�3a'��'�s�9e 3 and flie separate Irast�uciions fa t3iH Rm�uFn-fer ul Fmn
W-fl fa mcra infamahon.
•A dnmeslic Lasl(�r;dnfinc�d in Requlalians sqcGnn 301.77�I-7)- e,�sn see S
�scu.l rules for pa•VIerSHips a6wB.
S�cial ruba toryartr'ership9.Parinarships Ihal ca}due�a irad�a beesinGSs hl
[ho lJnilod 5t�les at�yene�elly requirMJ t�pay a v.�ilt�hdAfny lax undci soelian 1N7�at is FA'fGA reporting?
Id46 ai ariy(aesqn psrtneis'stw�e ol r.lir,ctivefy emnec.1cx1 taxahle income hom
sii�i bi�npss.Futihci,in u.rtain cases where.t fcvm W-�J lia:iml L��c�i recnved. -ll�F�F��e.ign M;counl Tax Comryhanc�Acl{FATCA)rE�yun ra a parlicip�Uizy(r iei3ii
4ho nifns undni sr.clV�n 14de requir�a pm inw:�nN!u Ui�sume Lfw1 a paitnw u a 6m:�nr.ial i�sfititinn io�e.F�r1 all LJnitcd Sla[c-dcca�N hulders Iha(are specifind
luiei6)n peiswi,nnd pay[f�snclirx�I•l46 wilhf�nldinn I:3x.T3oer�fwe,if ycx�ara a Uniled S1t�les�rs.au.Ce�inii�payees are exempi han FAT[�/�reportinr�_5�
U.S.pe;rscK�tlkt fs a�aitna in a pa�Yncrshi{�cuEodurtinq a Var±c a 6�dine.5�m llii, r.�nrpLvrr frofii F/I1CA reporU.�ry cxKl'r.wi p.�e 3 and the Instrucbcsns fa Ihe
Unitcd Slalc,-�,pwide Fnrm W-9 lo Ihe pniln�sPip to c�srabl4st�yrxir 4J.5.iiah�s Huqunsleu al Fnrm VJ-9 for niae infunnatiIX�-
ar,�5 avosd�ctiaii 1 A46 wilhhddfri9 un yoi�share nS�nrtnr�rship inr.mm�.
Ih 1he casos balo�.v.{h�fdla�din,y{aeis�ri mu>�grva Fwin W-4)Lo tha.paAneiship �P�ating Your Infarrnation
la pui�rs�nl�s1abl�sNi�iLc ll S,status:vid avrnd�r�wilhfiddinq ois i{s Yw�nunt pi m�i�l�updalecl inln�malfon ta�rry pwstwi lo wln�n yuu c1ai��necl lu L�
alloca6le s?wr�ai nef income fiom 1hr,�aitnersF�r,�iduchnr�a Uade�x bi�niesx an cxnmpt�ayae if you aro fm lanyer an cxr�npi payeF+and ai�fapale iers.ivin,ry
in the UnitrFJ Slales', �eWrtable peymra7ts in ti�e fut�lre horn iht��crsrxi.Fa examplr.,yuumay need to
•In Ik�e ca5e nl a disr»garJed enlily v�ilh a U S,o�usia.r,Efie U.5-ownei nf Ihe p�ovide spdalbd inlct[nfll[nn ii y<xi aia a L'cqprxa4ai ttial�#acL io ba:�n 5
d�ssegaedod ontity and not Eha enVty; co�poraticxi,a rf yuu no longr�r arn lax ft:<e+r�p2.In adJ�6�m,Y!x�m«s!hurish a rx�w
�dm W-D i(thc n�ne�H T1N changes loe Ihe arf;auit,fa examplc;'tt Sfie grantnr
•In tha eue a#a gian�a[rust wilh a U.S.gtantc�a oihet U.S.ovinor,gr-mnrally, d a grar�lcv Vusl dis.
Ule iJ.S.qis�tti�cy'othsr U.S.n.vner est ii3e yran[a t�e�sl and not lh�hux1;and
•I+�tlw case rf a U.S.Uus!(o11r:r tl�a�i a prantoo l�us1),!Yr 11,S.hisl(other 8ian e Penalties
graiNo�L�sl�anJ not flie�ertafiaau�:o�ifw Lusl. Feil�re ta fumish TIN.II yo�fnil lolunnsh yc:u�caier.k iIN io r�nqun.z{er,you are
Forelgn persan If yau ve a torctign per,son«ihe U.S.branch ot a Faergn 6erk su6jecl Lo a pa�alty o�3,5U I�x na�h s�mh failwn i�ri[�cs your failwe is du5 tp
that has electP�F to 6o traated as a IJ.S.petsae=,do not usa Fwm Ul-9,IruUaad,i�e. resionabin r,ause and ncrt to vrillful nc�lor:t.
tha:epprq-�riatc f'am W-8 or Farm G233(sae R�UIitaGen 515,WilitF7old+ng cbTac Ly,iif Qenalty fpr falsa intormatian witF rospact ta vriTlrha[ding.il yew mnke a
ai Noiresidail hFier45 antl Frweign Elttities�, f�1se slalrmcint v�ith no�easonable hasi;tttat resulls in nn bark�ip witltlinldin�,
Nonsesidant afien wfw hecomsa a reeJdent ation.c?c:neaaHy,a,iy a rnar�esidait you are s�b�ect to a$5Q0 penall.
Y
a1'Ee.n indivi�iu31 may LLzr.Ihr terms of a ta�c trealy io red�Ce a eAimiixate U.5,t�fr rxi �m��l penatty tor ielsifyina irtlerrnalion.Will{ul4y falsilyi�cev;ificalions a
tortain ty¢�of ineane.HoweY�r,most lax Lealin:rxKilein a pi4wtsion ta:own as �yf(iima4pu nt:ry su6�ee1 you t�crih'uot�el per5afiios inclucling fincvs arxi/or
a"s:ivviy datise:'Ekr,epl�ms speairad frl lhe saviny daus�may perrnit att jmµuonme�t.
pcemptiai trom taY tn r.nrRinue for crrtain fyp�oS income evr n afte�i I1n payfw
�as ntktenvue Uocama a U.S.rosidanl alien for 1e,�pu�p�ac+s, Misuao ofTlWe.If Itio raqu�lei diseloses or�u�Tli�i,ui�iolati�l ot tadora!law,
fi ynu arc a U.S.r�siden!alien whois rdlying on a�7 exception cwllained in Ihe �ha�nquoslur may be subjecl lo civil aM ainlinal perefties.
saving dausa o4 a l�treaty Ln Cfaim an exempSla'i lrom U.S�lau or1 Cp'tain typas
ul�nCtxne,ycu�nit�t aYtatli a sSaterneral to Fortn W-B tlia[spacfies[he tollc nx» 5pecifie instruc#ion�
fve itert��:
1.The treaty ccwnhy�C,ma.rally,tivsm�r:l bo Ihu sairie ha�ty under which you ��1
daimod uxe�n�tim lrexn tax av a nonresidenl alien� You mus4 ente�ono ot tha tdlrnv�nq on this lina;do nak 3ec�va iFrs linee 6lanfc.The
2.TEie hoaly arlida addressng 4titi incorne, namn should ma[di llie norne on yaar l�c relun5.
3.ihe articfa nun6ee{a localion}in ll�e I�c Oeaty Uo&1�onia3m tl�4tkvinr� ��1fi�v Fam W-9 is for a joiril accounl,fisl firsl,end 1heR circla,the nazne ot ihe
Gauso and its oxcopiiorts. person rn en3ity whose rlui�bu you r�ile�e tl in Pert I oiFrrin W-�1.
4.The type ar�d'em�uil u!fnc�ise 4iet qital�IfFis fd Ihe at�mption kc�i lax. a. lndividual.GenoralYp,5nler Ilie narne sliown un yan lax�ntu�n,1f ya�have
5.6uF�icianl f�sqs lo justify Uia exemptiun fran 1.'a u�Kte�iha Inrms oF Ihn Vaaly ��angeJ yrwr last name�vd7�ts1 inFamirtg flir Social Sucuity Adniirvsliatiai(SSA)
drGcle. 01 ll�a nume�arv�e,p�tar ynui hrst nnmo,the lasl n�u»o as showr�wi ycxn wcic�l
secuity c.vd,and yow nmv lasl nan�a.
F�errjvlo.Ail�clo 20 of llyd U.S,�Mrra iix:csme 1�tro,ty alia.vs an exnmplfnn NoTs.ITlN applicxrrL•Friier your frldrv�dual nanie as il was an[t�ed on yotn Form
6nc+�tale f�x st�olarship incnnrn nx:uived by a China:,e studenl Inmpaaily���ssenl W�7 application,line t a.This sltuild-el-;n be[he samo�s thc name you en}crod on
nt tlle Uiidotl Statas,Undq L1.S.law,lh�s siude�zl v1i11 becofnU a tt�€Ar:nt alitx�1or �ii��Farm f04nf1 OAOPJIatOEZ y�u{�1cr!tvilh your epNlialion.
tax pllposeF if h�c Cx har st:�ylll U19 Uritai States PxC�eds 5 calandxr yE���s.
Howevar.{�eiagrapli 2 of ihe tirst Flotcx:ol[o ihc U.S.-China lieaty(claletl/y�ril30, b. Sah prop�tar or singio-nwmbar LLC.Fnim yot�i individ�al n�e as
1 A&i)a€Irnvr;Ifir.�rohsions of ArSida 20 In conliiwe Lo apply ovon aflei tl�o shown nn ycwer 1640/1040IV7 WpEZ cw�linu 1.Yai rn�y ranlar yfxu}�usin�sss,hade,
Chfneso studant be.cnmas a�esidettt al�e��M tiic Urtc4etl Stat�s.A Chin�o sludEnt a"dwng 6usmess as"{QLiA}nun�a nn la�c 2.
whr�queliT�as for ili�s ex�plfon{unde�}'�aiaa�apli 2 vf Ihe fi�sl prut��antl is c. Pertriar9hip,LLC t}�a!is not a ai7pFe-member L.IC,C Corporotion ot 5
�e{yin�ai IY�is nxception 10 r.l.um an axcvnpGorl Gorn lax vn his u�I�p srhdarthip Corppretiort.£nie?fhe 6ntity's rtame as shovdn on thr:cxitiry's tax rehm7 on hne 1
ex 1e�llwusFip income wn�ld attach tn Fnim W-9 a sial�rnent Ihal inGudes 1he a«d ary bucinass,hade,a DCiA name.cxi li��d 2.
3nformaGnn Qus.iibed ek�cn�a[n 5upport iFyit ezc�npt�ui. �, pt�r en6das.Errtn yrwr nan�a as sho�vn on iuyurrnd U.S.fr�7�nl 1ax
If you nre a nvn�esi�e��t alien or a taaign cs�tity,grvo the�equaster 4ie documonLS ort Ifna 1.T1�i�nanie shwfd mdtch ti��namn shu.vn on thPs charle,r ur
upp�u�inule cnmpleted Farm W-$or Fo�m 8733, olherlagal docune��t creatinr�the en5ty,Ynu m2y mtai any trisin�.cs,hade,a
hRA riamr.on hnr.2.
$ackup w�n,hoi�i�,g
e. Risragardod o�H'rty_�a U.S.fncic�al I�c�w�pos�s,an en�ty lhai is
What is badrup wittiha[ding7 Porsirtis malung cer�ain pay�nanls lo yuu musl dts�egaitSad as an er�tily separaLe fium s15 uvrnc+i is trealed as a"disregaid�i
und�i certain corx7i[ior4s wiiNftdd and pay f�U�b IAS 28?5 alsuch paymeNs.7Fiis entity" Seal�ogulaUixu sacGw�3C�1.77Oi-2{cj(7j(iuj.Enie�tho ownEr's n�ne��
is crillod"6ac*up wrtl�hddiny." Paymeniy Ul�t may he s�bjecl to peckup lir�i.T1e neme nl!ho critrfy antered on liric 1 should ninrer bn a disiegarddd
vrN�itddin�induAe mS��st,t�c�xwnpl mleres�,divsdends,6rukw and 6�utp ��tity.Tha neme an line 1 sfwuld 2�e lhc naeneshawn on the inr.omelax reiu�n on
e�echait�n ira aactims,rF;nts,rvy,�ilius,nd»mpEoyae pay,pnymunis made u+ wltich 1ha incoma shWld be teportecf.Fr�axample,tl a f�xeign LLC SFa[is treatad
selliancviL of payin5rlt Gald en�l tfrrd parFy netu/dk hansaclic�ns,and carfain as a disrer�ardsd an[ity fa U-5�tederal I:ix pwpos�r,hns a smgEe cmr�r 11�a5�c e
paymants 4om(s^,hn�g hoai opa aNxs.Hoal estale transacLrxu aie no1 su6�ecllo L1.5-pc:ison,Ihe ll.S.own�i's name is reGuiracl 1u be piuvided a�Ii�1e I,1f the.
beek�p wlthhcJdinr�. 6irecl o�,vncr of Ihe enhly�s alsa a d�cregaided entily,entr.r Ihe firsl a,vnw Iha[is
You will ix�t Ge sv oct lo bac�cu wiMhddin a� nnl d3srayaid�d ta tetlerai taac purpnz�.Enter tha disrc�aided e�tily'�namB on
b�, p g pnynlenls you Eeeoivc if y0U lin5 2,"B�inuss rramul�lis�aya�c?ud triliiy nwnn"tl thH tmner rA tfip disregarded
pivo ihe requesier yoir correct 7i�1,maica Uis Vioper certihcallons,and repnrt atl ����y is a faraign pe�scri,Ihe uwner must c�xnplete an app�ay7iiatc f�urm W-a
ywlf IaxaWu int�est ancl tlividonAs nn ywl 1ax o�hun. inslaad of a form W-9. 1 Ivs 4s U}o[ase Bvc�it tfin Sore�c�n p�rsay Ms a U.S,TIN.
Pey�toants you raceive wifS 6e subjec4�o beek�p withhatding tf:
1.Ycts do no[h�mish you 71N to the roqueste�,
2.Ya.l tl�nol car6ly yntli i1N when req�iretl{s[+e the Parl II insiru�lforts on paPr
3Iw�etei�),
Packet Pg. 400
5.22.c
�wm W�J(f:ev.4'L-2Ui4) -- - - Pay4:�
Lj�-�2 ^ ' 'Howevar,me tdlrnvir�q Vaymonta rnade Yo a uqporelion arrd i�nrtable on Form
H you have a 6usinoss name,Vade name,[JHi iiamo,rx disroparded en�ity name, 1 O�J3MISC 816 not Bxempl irom backtlG V7iifYtddflw3:mBdfC81 an[f hgE�llh Gaft�
y�i may enler it w�Ime 2 payr�senls,aticxo�eys frms,gioss proer��ds paid lo an altuina�repp ta61e und w
secttia�fiUd5fQ•���d Paymcfils ta sev viCes{x�id Gy�iede��l ex0c�live ay�n y.
LIPIe� Examption frnm FATCA reparlin0 code.T1ie fi��ll�m+ing codas idanlify pay��s
Check ihe appropiiale box in line 3 ta Ihe U.S.faderal tax Gdssihcatia�nf Uk= ���t ti e�enipl hm�re�,rii�z�inder FA1 L%A.TIm,Sc calcs a�Zh�tn peisnns
pr;rson whasP namr;ta[.�tir.rcd ori hrw 1.Check onFy one hox in Gne 3, submiYtirg Ihis lo�m for ar-co�nls nviinlained ou[side ol tha llnited Siales 6y
cartaln£dr�g�i financiaE insli[�tinns_ll:erelUre,iFyuu are only suLxni[6rw U�u fam
Limitvd Liebiiity Company(LLC}.ft flr:name�t linr.I is ap LL.0 hr.aSed as a �����;�,,x�i�[y�xi hdd��n ll i�llniled Statat,you n�ay Iflave Ih�s tiel6 dank.
parkneaship frc 11.5,3exiorai t�c�uposc�,chedc tl*�"Umiled Liat�lrry Company" Cataull wiEh Fh�pe.isa-i rc+qu�stin�4F�s fam if ynu are�nr.txtavi if Ihe financizl
t��x aryd enle.f"P"in fhe spacr pwlded.!f ihe LLC l�as filed Fam BB32 oi 2553[a insfrl�rlfai is stib�eet tn theeo raryilirmle�i4a.A requcsic+may indieate thaS a�dc is
t�e[axazl as d ccxFwraticso,chnr.k tl�in"Lirtri[v�l Lia6ilily Cumpany"�nx und kn Ihi3 no[reyuiied by prwidin�y�i viilli a Fofrn W-9 WrUt"Not Applicabla"(u aery
spacr�pfrivfdc<I enlr�r"i:"fa C capwalioh a"S"fnr 5 corQcxalicn.il il is a similat indic&tiun}wiiTSen a prinled nn 1he line fa a FATGA nx�mpiion code.
sinplc�mem4er LLC Ihat is a disro�aided mtity,donol cher.k Ihr."Limiled Liabilrty
Canpany"box;iiisle3d chc�k Ihe Gisi t��ii�line 3"IndiUiduaVsnle piop�ini�x a A-M nir;artizaiion nKr.mpi from[ax und�+sr.ctia}5U i{a)r�any individi�k
singla-n�ernt��LLG.', retir�irtent pEan�doLnFxS in sechm 77U1(a3S3T1
Line 4, �emptions e-The�rnita�i Statcw or any ot its ngznd�a iitanimentaiities
C--A slstn,llie pis��cl ot Galuin6ia,�U.S.cammorr�vaelth ot�,a�u�Uwn.cr
II yuu nru nxml�t hom backi�,wilhhnldine�anr{.la lAT{;A fe��n�hrr�.r.ntur in Ih� aiiy oi fl�ev pi�lilical subditn�onc or nxsl�urnentalrhe.'
appropn�te spnce in line A nny endr,{sj lhal mny a�Sy lo ya3,
Exem t a coda. D-A ocxpaaGai El�e strx�Jc ul which�i eyularly haded c.rl w�e m�nu�r
P P 1'� �lablisha+i sacurRi�markeis,as desai6ed{ry Rag�lations snctrai
• Laeine�ally,indf�iduaLrs(includingsoloproprielors}arenotezemp�lrurn�ackup 1,{472�1{r.)[7)[i�
witl�hddin�- E-A r,ptparaticn Ihal is a membei�f fha sanin a�andocl nffili�le.cl penup as a
• Fxr.ept as prwldryel be]ow,eorpsNntioru�ie oxem�l from har.kuQ wilFhddiny i;oipaalia�dnsY:ribW iri R3gulati�zs seelir�ti 1.Sd72-1(c)�I){Q
far certain paymerils,indUdirsp init�rasl and dwid�vids. F-Adealer in sea�iAizs.eai�ntc�ftiav,or denvaLve 5riahcia4 itUlrtxnnnts
• Cay�rahasis are nol nxempl I�nm backup wfiFil�alilmy la Nnymen3s itin<i��in pi icludir�ncAio�ml prinr.ipal rontrer.ts,hnures,lnnvards,and optinnsy thal is
settiemc+il ol payineEil ca��3 ui Ihi�rl party neLweKk tra[rsacbnru. rec�lsSored xs surJi und�t Ihe laws n(Ihc Llnilr�l 51.ztos a any slaln
• C.x}�oraGcx�s are nol exeinpl from 6ackup wflhhdd�ng wilh iesyecl lo ailrnneys' G-A teaf osiata irn�eslmarit hucl
Feas a c�ross p1ocnr'vls paid In xll�xnays,a�d ccxFrxa�inns thaf prwi�3e�mexlir.:il o� H-A rn�ulated inva&tm9n!�I��ny as detined En s�a.ha7 Fi'i 3 oi an errtity
h�3ith r.ate servfrPs nre not exrxnQl witli r�p€.r.l to payn�erits iepatahle on Foim ��j;lored at al1 tiine��during She tTx Ye��undr�ihe Irwas4merri Canpany Ac1 0l
10fl9-MISC. 1840
The fdlrnving codds idrxilily paynas tlial arn exen�pl hom backup wifhhddinq. �-A caminai 4�us1 fuid as defined in secGq�5(34{a�
Entc�U�e ayp�opiiate cnde Ni tlie specd�i�i lii�e A-
1-M agani7ation exdrn}�t lfcxn tme indd ser,iian 591(a},arry IFL4,ur 0 J-A U�t�k ds delined ui seCllcH�581
r�stodial accourt under section 400(h)�7}il lhe accoun4 satisfios lhc ruquirem�ts K-A 4rdcei
of seclion A(11(�(2� L-A Uust exempl From tax un�ei secGa�6$4 ur d�:uiLc+d in srectiai d947(a){1�
2-115e lh�l�l Slalo>ca aizy ul iis sg�x�ciw a irutrumenialit:es M-A t�mieinpi husl undai a sectlon 4R3(b)pla��a sacHon d57(i3�plan
3-A sla[e,Ihe PutricL o1 Cd[.m�+ia,�U.S.canrnon�ryaltl7 ar p0.�essiai,a Na6a.Yau may w�sh to cor�ull with Ihe financial ins�[uGon requesfiny ihis€orm 10
any o[tlieir pdilical su6divisicxis or ins6umenLalit��es [SEIEiR1111P WIIe�t1N tI1�3 FATf!A C��C.U1fJ/p r,zrynpi�yee coda chtnulA 6e
4-A foreign govnrnm�nl oi any n1 its Fx3liGcal sut�dlvls�ons,agencids,a complated.
tnsLumpntaNliras V�r�
`-A Corporalirxi
fi-A dealo�in sec:iqifi�o�rommodiGes iequ�t�ed to i �sta in ihc Untted Entca Y�+Nd�ics`'(number,sheet.a�itl epsriment or suite niwi6sr).-fhis�s whera
a7 tlie requeste3'oi tliis Foem W-9 wiN mall ywn m�amat�on ieturrts.
States,fht€lis0ict of Cd�rn6ia,a a U.S.oortzmonweallh u poss�csfon
7-A firtvr�s commrssinn morrhanl rogistr.red with tlia Ccmmociity F��t+ras ���
Tradin9 Comm3ssion EnEt�yow dEy,slsle,and ZIP o;ode.
B-A�oal cstalc investmeM Uust
9-J4�enti�y registe�ed a1 all times during ihe tax year undc�thc IrnPslment Part l.Taxpayer ldentificatior�Number(f iN]
Company Acl of f84o EMnr yaur TIN in ttm appmpriatu 6ax.If you are a iesidonl�Nan a�td ycw do nol
10-A e�ninai Lusl fund npe�ated 6y a tbnk undei secliai 5S4(r} have,and air�izot eligit:i�to pot an SSN,ynw 71N is yo�r IRS�mAividual taxpey�
idc:ntifi�tian num�r(fl ffS}.Cnter h In 1ho sacial�eai�iSy num6es 6rnc.FI you do not
1 I-A financial insl�tulion have an IT1N,we Nu�v h7,qe1 a T!h'YKlow.
12-A middkornan known in Ihe irtv�Lrnenl canmuriily as a rwminea a If you aru a sda propriapc�and yoiz heiva dt�EIN,ycw rnay enlor eilhw ywr SSN
a�stodian o�EIN.He�wever,tt�e IRS prelers 1f�at you�ee youi 557V.
18-A 6�n1 eKBrnul hom tux�3nder s+,c1iW�fiW ot dcsCt�bed in SBCtinn 4�J47 li you are a cn�glcrmnm6tv ELC Iha!a Aistoga�drxl as an entify sopa�aEe[iom ils
The fdlcwiisg chari sl7�v�s types of paymKrds @�al mTy ba exempi 6nm�ackup civfnar{see ZimrRrd lia6ilriy(:ampairy{LLGJ on t33is pagn},nntn the winer's SSN
withfidding-The c3iv i a�lios lo Ihe exe=mN1 payees Gsled aLiwe,1 Ovouc�h 13. (or EIN,�tho rnvner has one).[1n nof mE�the diswguded entity's EIN.It Ihv lLC
is cla!sihE+d:t��ei capaahon nr part�urs#uG,sni[s tht+er142y's ERJ_
iF the paymeM ia for... I TNEN the payment is exempt iot... Nota.Sed Uia G7ar!on µige+4 la 1ir11icx cltzrrfica8a�01 n�irw�ltd TIN
' Com6inafior�5.
Iriterasl-and dividend paymn�l.s �'All edeimpt payees excopl How�n gQt o 7iN.If you dn ncsl have a TIfV,a��ply for rxin rmmerliatnly.Ta apply
i ja� for an SSN,gQi Fortn 55-5,kpplicaLon ta a Social Sncirity Card,from yair local
_ __ _ - �.. . .. . S5A ofhce a gat lliu�fam oNine al mvw.ssri.�ov,Yw may also go[tlys trnm by
Brvf,nr Itansaclions Exori�.l��nyees 1 Vzlo�gh4 8nd 6 calhng I-2UU-P2-7�13_Usa Form W-7,AppGCation td IHS lndroidual laxpayrx
thrfxigh 1 1 and all C carporatiwis.S IJr_�trlicatinn NuniL�w,lo apply la dn fTIN,or Fa�n 55�4,Applicalion for Emplo7lnr
cap�aGoru ri�usl no1 enict an�cempl Ideri4'rficdlion Numbe�,IoapplY ic�an CIN_You can apply fur aii EIN o�yjnc by
payoe c�in,hnr.a�se lhr.y aro rxempl accossirk�thP IR5 websiEn al w�xv.irs.gnvlb��suresses and dicking on Lrnplvyur
nnty icx saics��t nmoovered snc�ri[ittt Iden�licabon Numbd(EIIVJ under Sla�lirHj a Huvngss.Ya�ca�i�o!Fams W-7 and
acqiiiod pia�0 2�7�. SS-4 frcrn 1h�e I€iS hy visilinrF IAS.gw ot ty��-aqing i-S110-TIJ(-FORM
_ . (i�500-82413E76),
Bartei exchange haivad�on and Exnmpt payeoa I Ih�o�yh A ll you ate askwi[a wmpluta Form W-U bul do nat have a 11N,appy Frr o 71N
paleonaye drvfdends and wiilo'71{�pl�ed Fw"in llie space fe�il�a TIN,s�gn�id dafe ihe[am,and yive il
Fa meiits wex 350U rc uired to Ix Geneialh/,�xempipayees tu Ihe ieqursle�.C"a in[eidst aiid divid5nd payma�tis,�eri�certain pyyme�»mad�
Y 9 wiUt re�p5ct to idadity trada6le ii��trimoi�is,gc3neielly y�xi wifl Y�ve 6o tleys to get
re�rnidtl and df�eGt:�I�cver g5,0i10' 1 tl�t�x3gh 5` a llN and giva i!to Ihe ieque�lcv bofae yuu are scR�jer,t to 17adn3p vnlhhdd�ng on
_ paymenis.The,fi0�ay ru4o does nu1 apNly 10 oFf�ai typ�ol paymenis.You will be
Payni6nts fllatle i:i settlement n! Ezempt payrms 1 thrcugh 4 su6�ect to tuacl.i�p wifhhddfnr�on a11 such payme.n�s zrnld yex�qcr�ide ynw TIN 1�
pgymen!card or IF9rci pariy nniwork ' the eequosfflr.
lr�nsaclions � Note.En[er�n�7"flppliod For'rnedns tl-�a(you have alre�ady a(�pliod hx a T1N or Iha[
'Sr�a Fam i OB93v115C.Miscc�llanaous Incomn,anJ it�instruclk�ru. Y YW intend lo u�ly fnt cvin scxm.
Coutior�A drsrtq�derlll S enfily that has x h�ieigi�owner�l%vsf use the
a��rxoHrinte Form W-8
Packet Pg. 401
5.22.c
Form W�£1(Rw,12-26i4) Pogr.�
Part 11.Cert�fication °Y�U mue�eh�n yci:r�ntl�ad��nane an�you may asa entai yw�puyrtiss or U6nna=ia on
7o a3tabli�lo lho w�fhhddinn a i'd IhaS ou are a L1.5. e�son,oi iesidenl a11,n, me"Bv�iwxs namsltl�ngrcAa[1 enc�ry�name Inu Ycu mey u�e a�Nv yax SSN rr E!N pf yn�
P° Y P F ve ptre�,bui 6ie IAS c�nca:�a�as yo�!n Fiv ywr 5SN
sign fam W-9.You in.iy Ix�iuqucslod[o�c�n t�y thn rrithhdd�ryj apcnl ev�yn A `Lisl hi9i;��a�cir u�c nome nl u�e uue�t,zs4�a.cr pengcr r�si{�n.-ri wmisn cne ttr�t ai e�e
doms 7�4�a 5 6etntv ind�cate othrnvVsa.
pa�s�alrcpraxnleovzer�u5lee�i+ie�sifr31v�e1 s�oty��-��fsn�;S�-�snaie�inmrn�coun�
F a a jorni acwuitil,�xily Ihe peisor�v:hose FIN fs sfK%vvn kn I'ar I I should siyn ntic!y�see SFeciafiups i�x prNwsrvps cn pa0e�
(�vhen requireclJ.In tfr:ca:e ol a dis�eqarclecl enbly,9ie persnn idenlifiatl nn linr 1 •hlola,Graiiu alse muq�prw��e a Form W-9 lo eru3lee o�U��t•.
rnisl sign.ExempE payr.rs,soo F�v:riqi�ls��a^cod<:cailier. Nafe.II no namu is circlnd tivhen mure IFun onti nama i5 Iisin�l,ihn nuin6r�wdI I�e
Sig/sahim iequfrernonts.i;nmplste tiv+cnrlifirilinn a5 irsdiralnd in ilem-c 1 a�mxfeir+�7 in be IElat of the fusl name hsled.
Ihrough 5 hclow.
1.IMaras;drvidund,and burtoroxchanpa occatnts oporwd 6aioro tB£W S�ure Your Tax Records from Identity Theft
end brakor eecaur�la eonaidured active during 1883.Yai rtpisl give yuur lden6ty it�1l ocwrs�vhFn s��lld�vw�nes y�u pc�suital inlw�r�eUcxt sudi as yoir
r.on�ct I IN,b�A yai do noi Irave In sign Iltr r.�lAicalia�i. namr„SShI,�oFl�ei idenlifyirty ir�fsMin��an,wilhai[you peimfs�ion,lo commit
2.kr�lsrws4 divldnnd,6�oker,end peMer axcam�tpe acco�nta opened after ��aud or ollx:a eYimr�.M Nlenlily thief inery use yuv SSfV tn gr.l a jot�a m�y hla a
16�3 end hrokeL ocro�nts cor�s�dared inacttva dia�ing 7993.Yoii mi�sfsign nic l�rehnn us�ng your SSN[n ieo�rv'o a refw�d.
cortihcafion or Ladcup vritlihdd�riR wfll a�ply.II ycu air.s�acl to 6ackvp To racluce yncr risk:
witlth��lc�in�and 5'o�i nfr niere3y pirn�idiny 4[�u�cunact i�IN lo ll�s I6qIItl5tot.YW .Prolor.l yeMr SSN,
mt�l uc�oul iimi 2 in lha cartii�chliat bHb�e sigtrr�iho fu�rii-
•Erisu e yo�amNlvya is{„a[ec7ing yaur SSN,and
3.Floal eetate hsnaaetlona 4cvi m�ivt sipnthe ceet�h�a�4�xt,Y�x3 m:ry cra�a oiri
�1r,m 2 of Ehe cc.tilic:eioon, •6a carelul when choosing a lax�xe�iuei.
�.Q$ior p�ymarcla You must gN�y�+ui oa iec9 IlN,bul y�i do roi liave to s,qn If yuu Iax re3curds:uo aNncl�1 by idmiily ttr.fl anJ yrxi recctivo a�3��ice fian
�ha cerLSca��i unl�.yai have trewi nv�Mcki iF�at you have pieviously nNun an �Fta IRS,ie�and rigM axay So tlx�namr and pF�one nvmbor prirRod an tlie IP.S
incnriw:f TIN "(lltic:r paymu�ils"inck�Je{?�yme*il�.rn�de in Uin couosn nI Ekie nollcc rx IGttc�t.
snquoslar':c Irade a�6iisinec,s fa rerrts,iq�alti�s,�orxls(nlher Uv3n txlls lor If yrnr tax rn;vrds are��ul c�rie�rlly all.icled try�itlunlfly l4iefll�til yu+.lhink yw
me+dinnd�J,n�edical and heallh care sen�cr.s(ndudinr�paymcrtls So a�o at risk diln In�I�ct a stden piuse a waPat,Quoa'1uxi�+le�aJil card ac4vfty
norpaa6ix��,µvymentc�n fl nonempfcryee fa�ervic�,�yments macfe in q 4�e�lil�eporl,contad Ihn lRS Id�liN���HoUine at f$�0-906-M90 or sibmi�
sett3emcrri n}paymerA�tQ arni thiid pa11y ne4wak 6as�xd�ais,paynienls 1q Form i 4�39.
cert�in f�shing hc�a1 aew memtNis nnd ifshwmen,ond gmss pioc�ndz paiA to F����Ue fnEamalim,see PuUlicahon 4555.ldantity Tlrc fl Prevention and 15cfim
all�xlieys(induJiag paymenls la eaVaa6unsy.
Pssisia�tce.
5.Monpape ir�Eerest peid 6y you,acq�7�itivn or a6andorment of sacu�ed Vichms nf iden[rty IYraft wl�n ara a7eperiorwin
property,cancollstion ol dadF,qusliied��tiun program p�yn�erxe(�nder 9 ecn'romic liami a a eyslern
savtian 62B),IRA,Cowr.tell ESA,Ardw�MSA or}{SA contrFhubana or UFuUlem,a are seahng fi�lp m iazdving iwe Fxo6lrms i}�ut haao nat 6een resolved
distri6vtior�a.end pe+ision�stri6utinna�Yo�m��l gNe you�correcl'i IN,but you �"uuyh nwrtixil ch�nnels,may 6e eli�lble kx Taxpayu lvlvoc�le Sen�ir.r.{FFtS)
dn rtal hbveto Sign tfie c&rl�ficebai. nss�slenr.a.You can rwch IAS firy callk7g Ihe 1A51nE-fr�case���t[�kn lihi�al
I-fl77-77f-n7%Elts TI'l/TIX�1-OOn-02fl-4WJ.
4Yhat Name and Ptumher 7o Give the Requester Prvtect yoirsnHhom suspiciot�nmalloorpNshinp schemas. Pl�td�ing�stl�e
.. an;�liun arld use�T en7�l arxi websites dasignad!o miirric lex3ilinalo 6iainuss
For tFes lype of eocalnt: Givn name end SSN nf: erna�a end wek<rtes.ihe m�l common act es s�ding an eraail tu a usn ta�sey
- - - - - - daming lo hr.an sstahlishecl InQih'mat�erdetp�ise tn an attcmpt to sram Ihe u5or
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:;-�' 'l+� C I TY O F
p NORCO City Council
� . �
STAFF REPORT
�9N�R��rO0. HORSETOWN USA
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
Packet Pg. 403
5.22.c
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
Packet Pg. 404
5.22.c
Approved as to Form: Harper and Burns, LLC, City Attorney
. .
West Coast Arborist Proposal
Fee Schedule Comparison
West Coast Arborist Contract
Packet Pg. 405
5.22.c
_ �
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by partnering with over 300 communities
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LETTEROF OFFER.............................................................................................................................3
COMPANY QUALIFICATIONS.........................................................................................................4
CompanyIntroduction ...........................................................................................................4
SCOPEOF SERVICES.......................................................................................................................6
TEAM QUALIFICATIONS ..................................................................................................................9
PROJECT APPROACH AND MANAGEMENT...............................................................................12
WorkflowTimelines.................................................................................................................14
CLIENT REFERENCES......................................................................................................................15
TEAM MEMBER RESUMES..............................................................................................................16
APPENDICES..................................................................................................................................18
- . - . . . . . .
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5.22.c
-5..
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 v�onzalez@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 mcortez wcainc.com.
Sincerely,
�'•
.
��
Patrick Mahon , President
� . � � �
�� . : . - - • • :�• • •• •�� :�� ' ' ' Packet Pg. 408
5.22.c
West Coast Arborists,Inc.
COMPANYINFORMATION COMPANY QUALIFICATIONS
President: Patrick Mahoney
OrganizationType: Corporation Company Introduction
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
services.
Sacramento, CA
San �iego, CA 100% 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
Stockton, CA unrivaled in the industry for dependability, integrity, quality and
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 o�
FIELD MANAGEMENT '
Martin Cortez,Area Manager
Riverside Office 95+ISA 50 Years Experience 1,100+Qualified
Certi�ed Arborists (Similar Size&Scope) Employees
21718 Walnut Ave.
Grand Terrace, CA 92313
Phone (909) 783-6544 i��
� �
Fax (909) 783-6515
Email: mCortez@wCainC.Com Accredited by TCIA Local Office 1600+Pieces of
(Grand Terrace) Equipment(Owned)
•
4
Setting the Gold Standard z,.:
Packet Pg. 409
5.22.c
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 CALIFORNLI DEYAA'PMENT OF PESTICIDE REGULATION
Avg. 20,000 trees planted annually over past 3 years 1UU115'�`ET
� SACMMEYTU,CALIFORNIA 95p1J
�SSur:o: o� __ Pest Control Rusiness-Main
• Avg. 250,000 trees inventoried annually over past 3 years E�TIRES: D.amLerJl']0E3 �.��ErSE
LICINSIi�0.3Yi]5
. Fully insured with insurance up to$25 million "'.."°""'w`"�"'° " `�"'"�"" ` T""�°'"
. Federal Tax ID #95-3250682, current on all taxes and "' w�sr�„�s,�,:„ok,srs,,„� �'si�o�sr�aBo�,srs.,��
2'i00 E VI�HUNT�`I ST 220f�Ii Vll.13f;RTON ST
fillings with state and federal government "�""E'"'`�"'"°`� ^""'E'",`^v'"°`
• Sales volume over$140 million annually w
e rz ip��RFs n i.s.w uc�sF
• Fleet of approximately 1,600 pieces of equipment
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WFSTCOASTARBORISIS,INC. OSl:9/18 0613N19
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Enpiralion Date
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www.cslb.ca.gov
5
Setting the Gold Standard �W
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5.22.c
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�0 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�0 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
Seffing the Gold Standard �W
Packet Pg. 411
5.22.c
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.
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,,����;;�� `f�, ; ;,� k,;, We can replace trees that have been removed and plant new
�'��,�� �.�`��".,;; � ��` , r trees in accordance with the City's specifications. We are
�;'�<<.��' �`F� � prepared financially and logistically to acquire and purchase
� �` '^ � "�� �" selected tree species for tree planting. At a minimum of 48
A
= .�-� �-> �,;� �Y ,�r hours in advance we will inform Underground Service Alert
��� � "-�- ��,.. �" (USA) of the location of work for the pur pose of identif yin g an y
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.
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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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� WCA pr�ovides the technology,
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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 8� 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
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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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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.
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Prnject Area Manager
Ma��tin Cor-tea
Cell: {714�713-�717
CSR Safe#y Manager
Reina Sol�� �ane Jensen
Project Supervisor
Leanel Cortea Cell:(71���12-0�24
Plant Health Care Marea Padilla CeIL{714)��4-7979 GPS Tree Inventary
Tim Crathers Andrew Pineda
Project Fnreman Praject Foreman Projec#Foreman
�Tree Pruning� �Planting) {Remoaals)
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Field Personnel Field Persannel Field Personnel
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West Coast Arborists,Inc.
WCA's ISA Certified Arborists
ADAN BALTAiAR REYNAGA WE 7786AT HERMINIO PADILLA WE 7552AUTM JOSE MANUEL PEREZ WE 0818AT REBECCA A.MEJIA WE 2355A
ANDREW JOSEPH PINEDA WE 12738A HUGO ANGEL RINCON WE 8710AT JOSEPH NICK ALAGO WE 4396AU RENE ROSALES WE 7941AT
ANDREW R.TROTfER WE-0642AU IGNACIO LOPEi WE-7329AU JOSEPH BARTOLO WE-2034AU RICHARD R.MAHONEY WE-1171A
ANDREW JOSEPH ONDREJECH WE 138UA ISAAC GARZA,JR. WE 8689A JUAN ORTIi WE 8514AT ROBERT EDWARD KNIGHT WE 11564AT
BENJAMIN EUGENE BORDSON WE 10777A ISAAC ONTIVEROS WE 8567A JUAN P.LAUA,JR. WE 13425A ROBERT D.THOMPSON WE 0915AU
BRIAN C.KIRKEGAARD WE-10476AT ISAIAS BARAJAS MACIAS WE-10979AT JULIO C.GARCIA VAiQUEZ WE-11175AT ROBERT A.WRIGHTSON WE-1041 lA
BRIAN M.KOCH WE 0341A ISIDRO ESTRADA BARBOZA WE 11685A JUSTIN LEE MENiEL WE 11756A ROSE M.EPPERSON WE 1045A
CALVIN F.HAUPT WE-7634A J.ALONSO GARCIA-LOPEZ WE-8499A KANAMI MARIE OTANI WE-13275A RYAN R.COLBERT WE-13154A
DANE JENSEN WE-12014A JAIME ROGELIO HERNANDEi WE-5297AT KELLY ANN PARKINS WE-13868A SAMUEL JIMENEi WE-11109AT
DANIEL CHAVARRIA WE 10292AT JAMES PAUL SPECK II WE 10858AT KRIS BURBIDGE WE 9566AUM SEAN PATRICK SULLIVAN WE 10050AT
DANIEL MAHONEY WE-10434A JASON ROSS DAVLIN WE-7628A LEONARDO RAMOS WE-11264AT SHAWN A.GUZIK WE-3182AU
DANIEL RNAS WE-10850AT JASON PINEGAR WE-2039AU LEONEL CORTEi WE-8625AT STEFAN B.KALLENBERG WE-10730AT
DANIEL WI��IAM VILLA,II WE 13609AT JEREMY PAUL PIERCE WE 12566A LORENZO PEREZ WE 1443AT 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 LOPEi WE-10871AT MARCO A.PADILLA JIMENEZ WE-8621AT TIMOTHY R.PATfERSON WE-12037A
EDIBERTO SERNA SALAZAR WE 11051AT JOHN LEE PINEDA WE 10367AUT MARIO A.GONiALEZ WE 13119A TYLER KEASBEY LEHMANN WE 13460A
EDUARDO VARGAS WE-11058AT JORGE MAGANA WE-3460A MATEO ARVIiU WE-10151AT VICTOR M.GONZALEi 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 HERNANDEi WE 2037AT JOSE M.CORTEZ TORRES WE 8539AUT MICHAEL LOUIS YOUNG WE 11687AT WILLIAM STEVE PONCE WE 6461A
FRANCIS LEO MALABUYOC WE-12279AT JOSE MANUEL JIMENEi URQUIZO WE-1111 lAT MICHAEL ANTHONY NUNES WE-12943A
GENARO VICENTE CORONEL WE 12740A JOSE INEi MANCILLA 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 PEREZ WE-9131AT JOSE A.ANAREZ WE-10908AT NESTOR VALENCIA WE-11359A
GONiALO REGALADO WE 9952AT JOSE ALFREDO GONZALEi WE 6475AT OSCAR GUTIERREZ WE 12783AT
HECTOR MONTES WE 8079AUT JOSE LUIS DELREAL WE 11231AT PATRICK 0.MAHONEY WE 1 U2A
WCA's ISA Certified Tree Worker/Climbers
AN BALTAZAR REYNAGA WE 7786AT GABRIEL GAMINO WE 11167T JOSE M.MUNIi GARCIA WE 11686T SAWSTIO SANCHEi ARROYO WE 11462T
ADAN RODRIGUEZ WE-11281T GABRIEL MERCADO RUIZ WE-11568T JOSE MANUEL PEREZ WE-0818AT SAMUEL JIMENEi WE-11109AT
ADOLFO S.RUIZ WE-11294T GAMALIEL MANiANO CORONA WE-12280T JUAN AMADOR ARCE WE-11480T SANTOS MACIAS LEMUS WE-10980T
ADRIAN MUNOZ WE 13987T GEORGE HERNANDEZ PEREZ WE 12269T JUAN BECERRA WE 10932T SEAN PATRICK SULLIVAN WE 10050AT
ALFREDO ANGEL LOPEi WE-11334T GERARDO MARTINEZ GARCIA WE-10997T JUAN C.LOPEi GARCIA WE-12918T SERGIO LOPEi-RIVERA WE-10957T
ANDRES ROMAN WE-11285T GERARDO PEREZ WE-9131AT JUAN MARQUEi WE-10987T SERGIO MACIAS-PEREZ WE-10920T
ANDREW JOSEPH ONDREJECH WE 138UAT GERARDO PEREZ BADILLO WE 13986T JUAN ORTIi WE 8514AT STEFAN B.KA�LENBERG 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 TELLEi TAPIA WE-11137T STEVE B.HUNT WE-1044AT
ANTONIO GARCIA CONTRERAS WE 11 U3T HARLEY THOMAS DAVIS WE 13430T JUAN C.TORRES COVARRUBIAS WE 12343T TRISTON JAMES POWERS WE 12211 T
ARIEL ALONSO WE-10906T HECTOR MONTES WE-8079AUT JULIO C.GARCIA VAiQUEZ WE-11175T TYLER KEASBEY LEHMANN WE-13460AT
ARMANDO 0.LOPEi WE-10953T HERIBERTO CORONEL WENCESLAO WE-11218T LEONARDO RAMOS WE-11264T VENTURA GOMEZ WE-11180T
ARMANDO SOTO WE 11131T HERMINIO PADILLA WE 7552AUTM LEONEL CORTEi WE 8625AT WALLACE BURCH WE 0713AT
AURELIO PAZ-GUiMAN WE-11084T HUGO ANGEL RINCON WE-8710AT LETUSA MUAAU,JR. WE-11021T
BENJAMIN EUGENE BORDSON WE 10777AT HUMBERTO CHAVARRIA WE 11207T �ORENZO ARREOLA MURILLO WE 13612T
BRIAN C.KIRKEGAARD WE 10476AT ISAIAS BARAJAS MACIAS WE 10979AT �ORENZO PEREZ WE 1443AT
BRIAN NORTON WE-12678T ISRAEL A.RAMIREi WE-11567T LUIS P.PEREi WE-11245T
CANDELARIO PRIEGO WE 12781T J.SOCORRO GARCIA WE 11172T �UIS A.MUNOi RAMIREi WE 11023T
CAR�OS IXTA WE 11 lO6T JAIME ROGELIO HERNANDEi WE 5297AT MANUEL BARRAGAN WE 10925T
CARLOS LEYVA BARAJAS WE-12620T JAMES PAUL SPECK II WE-10858AT MANUEL BRIANO WE-8791AT
CAR�OS 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 8621AT
CELESTINO PEREZ WE-11243T JESUS E.GARCIA ARCE WE-13723T MARCOS RICHARD-MARTINEi WE-10989T
CESAR GUADALUPE VALENZUELA REYES WE 11076T JOEL LOPEi WE 10871AT MATEO ARVIiU WE 10151AT
CESAR WENCESLAO WE-10968T JOEL MARTINEi WE-10992T MELCHOR LEMUS WE-11237T
CUAUHTEMOC AMEZCUA QUEZADA WE-14058T JOEL ORTIi WE-11039T MICHAEL ALAN DA SILVA II WE-12207T
DANIE�CHAVARRIA WE 10292AT JOEL M.RIVERA WE 11273T MICHAEL LOUIS YOUNG WE 11687AT
DANIEL ELIiARRARAS WE-13611T JOHN LEE PINEDA WE-10367AUT MIGUEL AYALA WE-10924T
DANIEL RIVAS WE-10850T JONATHAN GARCIA HERNANDEZ WE-13989T MIGUEL MACIAS WE-10978T
DANIE�WI�LIAM VILLA,II WE 13609T JORGE ARREOLA HERNANDEi WE 11321T MIGUEL A.VALERIO AJAL WE 13848T
DELFINOAGUILAR-MORALES WE-10900T JORGEDUENAS WE-11144T MITCHELLANDREWOWENS WE-12619T
DEMETRIO LIRA WE-11323T JORGE JIMENEi WE-1111OT NELSON R.AGUIRRE WE-10901T
DEMETRIO OSEGUERA WE 11043T JOSAFAT MONTOYA WE 11015T NESTOR M.CABRERA MORA WE 13613T
EDIBERTOSERNASALAZAR WE-11051T JOSEAGUAYO WE-10899T NICOLASGODINA WE-11907T
EDUARDO AVILA WE 10812T JOSE ABEL CANCINO WE 11192T OSCAR GUTIERREZ WE 12783T
EDUARDO HERNANDEZ WE 129UT JOSE AGUSTIN CARRI��O WE 11200T PEDRO CUEVAS WE 11765T
EDUARDO VARGAS WE-11058AT JOSE M.CORTEZ TORRES WE-8539AUT PEDRO GARCIA WE-11168T
EDWIN ANTONIO FUENTES WE 12777T JOSE R.GRANADOS WE 11186T PEDRO ADALBERTO HERNANDEZ WE 11095T
ALTAMIRANO
FAUSTOGUZMAN WE-11083T JOSEJIMENEZ WE-11108T PEDROSANDOVAL WE-11301T
FELIX GARCIA WE 11 UOT JOSE JIMENEZ HERNANDEZ WE 11113T RAMON ZUNIGA GOMEi WE 10977T
FELIX HERNANDEi WE 2037AT JOSE MANUEL JIMENEi URQUIZO WE 11111T RANULFO PERALTA CASTANEDA WE 11202T
FRANCIS LEO MALABUYOC WE-12279AT JOSE INEi MANCILLA WE-10983T RAUL JIMENEi DURAN WE-13865T
FRANCISCO URENA JIMENEZ WE 11075T JOSE M.CHAVARRIA MANiO WE 11210AT RAUL MANZO HERNANDEZ WE 10985T
FRANCISCO LOPEZ WE 10952T JOSE RODRIGUEi WE 11277T RAUL TELLEi TAPIA WE 11138T
FRANCISCO RAMIREi WE-11259T JOSE ALEJANDRO VALENiUELA WE-11674T RENE ROSALES WE-7941AT
FRANCISCO VILLANUEVA WE 10965T JOSE A.ALVAREZ WE 10908T ROBERT EDWARD KNIGHT WE 11564T
FRANCISCO F.WENCESLAO BARAJAS WE-10969T JOSE ALFREDO GONZALEi WE-6475AT ROMUALDO GAETA LUNA WE-11165T
FRED LOPEZ-PASTOR WE-13988T JOSE LUIS DELREAL WE-11231AT SALOMON SILVA WE-11053T
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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:
Certified personnel weekends and evenings
• Safet can be a��anged in
Y
• 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
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�_ _. . ..._ --- ..- .
Scheduling of Work _
The Area Manager is responsible for scheduling work which - �
shall conform to the Agency's schedule of performance. We —� � e e� ' . 5 _ �
� �
recommend equal distribution of work throughout the course
���d�
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.
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Setting the Gold Standard z,.:
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�
• • -
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Wark requeat reeeived CSR crentea n wark order� Aren Manager aehedulea the Work arder ta given
� � from Custamer givea ta Areo Monager woric�informs the Agenty to the Foreman
� Forertwn�sfa Fareman eompletea CSR cloaea work ardew,
public noHcea �w pedorma work work order 6 Inventary; Bnling Department
then submih to dflee preparea Invotee
• � • � ' •• • • - •
Customer marlra hees for Work reqoeat CSR createa work arder� yyp��der ta ghen
USA a noriRea restde�rt reeelved hom Guatamer contacts USA 48 hours in to the Area Monager
� advance oi work
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Area Mc[nagar achedulea Fofeman complatei'wti"r� � .._. �
work,tnforms fhe Agency 3 Crew pedorma work arder�invenlary; Billing Departmen�
gfves work order to Foreman then submila to oflice prepores Invoice
•• • • - •
Work request reeeived CSR preparea work CSR gives work order to yyp�prdar ta given
from Customer °rd��Q��h�(s)from Area Manager fo achecfule to the Foreman
� Nursery Manager work�inlarm ffie Agency
an c�hs �il..:
` °' t lnventory ` •
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oor hanga' fhen fuma in 'r� p►epares Cnvo�ee
• - •• - � • • • - •
Emergency requeaT raceived On-Call Supervisor Supervfaor creadea Crew peEforms neceuary
Irom Guatomar dispafchea Emergency Crew work arder 3 aends work ta enwre safefy
� to Foremnn
�7 PplcaMe, � Faeman�ompietes
photoa to Agency i Supervfaor ref�um to site ne�d day to wrork order�lnrentay;
thatwork ia complete complete work then tuims In ""1t�ilrbice
Wark requeat recefved CSR ereates a work order� Areo Manager sehedulea the Work order is given to the
irom Guatamar gives ta Areo Monnger work 3 IMorms fhe Cify PFIC Advisor/Applieator
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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
��T����-�� a d plalnt hea Ih ctare for pestsrand moreory and other arborist services including report writing
��T���� Contact: Phillip Marino, Parks & Maintenance Supervisor
303 E. B Street, Ontario, CA 91764- (909) 229-6557- pmarino@ontarioca.qov
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
CQR�I�A planting over 100 trees annually.
TIIF.CIRfI.I�.I�I I1
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.
I'ONTA\A Contact: Chuck Hays, Public Services Director
' "' ` ' 16489 Orange Way, Fontana, CA 92335-- (909) 350-6530� chays@fontana.orc�
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
�.,� p,�
_ - �I City's own inventory database.
� '� F Contact: Erick Reeves, Parks Division Coordinator
��'�<�a ,�� �� 1270 W. Park Ave. #J, Redlands, CA 92373 � (909) 798-7853--ereeves2@cityofredlands.orc�
- 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
CI�Y OI
r, removals, tree planting, GPS tree inventory updates and emergency response.
LA1�E(�LSIIYOIZE
��c,,� 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
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West Coast Arborists,Inc.
TEAM MEMBER RESUMES
Meet the Team: Project Team
.�
<-� 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. Marfin 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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West Coast Arborists,Inc.
,�, 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
�
�}
REINA GODOY Customer Service Rep. (CSR)
�^'�,�,�'�
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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PRE-JOB BRIEFING
..
i�i�ni ig aes�aeni�ei opeiy JobNumber. .t�tt,._
aei��o � r.oi��i»ei�iai � y WorkOrder. 0
s� � r�na q scnooi. Locatlon: 2200 E Via Bur�on,Anaheim,CA 92806,USA �
roii��sai� q nnerims 33.855866 -117.8667403
aiainny siones Weather Temperoturelscurremly87tlegrees,cleeraky.Totlays' /"
hlgh will be near 96 with a low near 78.Winds are ou�of ✓
naure p �e �he south�sou�hwes�arountl 7 mph.Be sure�o use�he
e�rasFiyingin/ouioicanonY aropeoropzoneieeni�fiee OSHAheatapp�hroughou�thetlay(or�hela�es�
condilions.
wnne wa:n/oroppi�qs
atra/eees/amern�imaisounas Job WorkOrder Customer
20982 138383 WCACORPORATE
v v � mlu�r d
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Asslgnments
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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
Location: 900 N Malden Ave, Fullerton, CA 92832, USA
Map
Scope Today we will be trimming.
. Trimming
Surroundings Temperature is currently 69 degrees, mist.Todays' high will be near 73 with a low near
. 5/opes 65. Winds are out of the south-southwest around 4 mph. Be sure to use the OSHA heat
. eirds Flying In/Out of Canopy app throughout the day for the latest conditions. We will 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.
. eird/eees/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
. Fall 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. Review your
. PPE equipment for hard hats, safety glasses, hearing protection, chaps, work boots,
• Chainsaws 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 � �r
x
E0409 - ADAM RODRIGUEZ
X
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CREW EVALUATION
CREW EVALUATION �O
Is the dollar per man goal being ❑ �� `� [�7
met
Was a job briefing done today ❑ �,:��4 � �
Is the crew using the proper ❑ ��,1 �J [�
Are employees wearing proper ❑ ���,� Ol ai recycling facility
safety gear
Is any employee attending ❑ ���� `J �
� classes
Is the jobsite well organized& ❑ �+,� O []
safe
♦
Is any employee interested in ❑ ���,� � []
Is the eqpt in good condition& ❑ ���� Ol [] becoming certified
being operated safely
♦
,`� Is any employee being trained ❑ ���� Ol di
Are employees following WCA ❑ �� Ol [�] in another position
safety guidelines
♦
`,� Are there any employees with ❑ ��, Ol a
Are door hangers being used ❑ �� Ol [� challenges
��� �, �
Is quality customer service � ��,"- Did the Foreman check in with ❑ ��� Ol a
being performed ' their CSR or City Inspector
Does the Cit have an Is the paperwork current, ❑ ���� Ol di
Y Y ❑ , �'-` complete&legible �
concerns
♦
Is Foreman/Crewleader present ❑ �71� � ['�i;;, Comments/Concerns ❑ ��� O a
� �\1 O
Is the crew balance okay � ��`� O a All Good ❑ �� l a
Is the crew following ANSI,ISA ❑ �� � � � Is the crew following ❑ ���� � �
BMP&City standards heat illness prevention
requirements
Is the crew completing work on ❑ ��� ��
a block by block basis ' Has the crew scheduled their ❑ �� ,�; []
meal period before the fifth
. , „ ,, . � _� (5th)hour
REVIEW CREW EVALUATION REVIEW CREW EVALUATION
�
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r � QUALITY & SAFETY EVALUATION 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
• • •
1 Was a job briefing done today ,J
2 Are employees wearing proper safety gear � �
3 Is the jobsite well organized &safe � � sidewalk closed with plenty
delineation and caution ta e
4 Is the eqpt in good condition& being operated safely � �
5 Are employees following WCA safety guidelines � �
6 Are door hangers being used � � not necessary for this project
7 Is quality customer service being performed � �
8 Does the City have any concerns � � try to finish this job on schedule.
9 Is Foreman/Crewleader present � � removing the trees.
10 Is the crew balance okay � �
1 1 Is the crew following ANSI, ISA BMP & City standards � �
1 2 Is the crew completing work on a block by block basis Q �
1 3 Is the dollar per man goal being met � �
14 Is the crew using the proper recycling facility � �
15 Is any employee attending classes � � not at this time
16 Is any employee interested in becoming certified � � Jose I think he's ready for his certified
Arborist
17 Is any employee being trained in another position � � Jose is working with Pedro.
1 8 Are there any employees with challenges � � no
1 9 Did the Foreman check in with their CSR or City Inspector � �
20 Is the paperwork current,complete& legible � �
21 Comments/Concerns Q � See Below
22 All Good Q �
23 Is the crew following heat illness prevention requirements � � the cre has plenty cool clean water
24 Has the crew scheduled their meal period before the fifth � �
5th hour
COMMENTS�CONCERNS: the crew if working at City Hall removing some trees Jose is doing a good job
Foreman/Crewleader Signature Inspector Signature
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APPENDIX A: EQUIPMENT & CERTIFICATIONS
Equipment j F - j +y�8
�IC�C��TFUC�€= ai47
Our modern fleet undergoes daily inspection prior
Aerial Li=t Caviva= �$
to use to ensure efficiency and safety. All g�tt Aeri❑I Ce�ice= 18
equipment is routinely serviced, painted, and
detailed. All equipment used during the duration of �urr� Truck= ��4 **�
this project will meet state and federal safety Flot Bed= 4� . . .
requirements and have all up-to-date certifications, Field.Ser�iceTFuck= �� � � �
as required. �ff�����fd= ��
AT�}= 24 • _ _ .
CHP Biennial Inspection of Terminal �t��,��f��,d�f= 67 "* ' �
Certification ���d�f= �6
We have successfully been awarded the CHP Ru��er Track Lcader 1
Biennial Inspection Award of Recognition. This ���t Fruners �
inspection has assisted our company in instituting ��II o�€Trucl� �4
several safety programs, as well as our Preventative �a��,qill � �
Maintenance Program utilized by our in-house fleet Lc��kidder 4
department. The inspection reviews our vehicle
maintenance and repair records, our procedural �0�� H��` �
methods and policies for vehicle maintenance and �fush Chi��er= 1�9
operations. This certification ensures that our �F��'�= � .
. :,:� ,.
vehicles operate safely. To�ot❑ Prius 8 .. �
Tc�{ct❑ Yaris 9 � -
Telematics (GPS) Fofd cn�r�x 4 . �� .,._����:'. , �
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 GISMAP-CITVOFFULLERTON • X
saving on unnecessary fuel expenditures �
• Reduce emissions by helping drivers improve their habits � +��� �' O00
such as speed and idle time, and reducing total miles p
driven which will significantly reduce harmful �'
greenhouse gas emissions o
> o
• Improve dispatching with landmarks and driving o
. 21-JOSE AGUSTIN CARRILLO
directions, GPS units helps us to better dispatch so that o�e 2/24/2017-0:12AM
we can service more customers, faster �5[a[us:Driving
speed:o
Neares[AdOress: -�
• Recover stolen vehicles reducing liability costs which 1701-1743FUIlertonCreekDr �
can be passed on to customers G49z831 F°"e"°"
USA
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. - . - . . - � - . .
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 1 Ol 1 J 1004467
Arrowboard 2015 WANCO WTSP55-LSAC ARROW BOARD 5F11S1015F1004804
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 BC1500 BRUSH CHIPPER 1VR2181V3J1009009
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
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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
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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.
�� -.
.'��'°� ' �`� � -
�T _ �
- .� �_� _ ,:
�_ ,`��;,;,�1 � „�� � _ Th�ough ou� ability to
�• t r' -
M I
�� '.,i.." '..1m..�.. �_ � . �� ��.
����! y a� � � ; l� dedicate specific
�� � 1� �
��` .- ? ' �- � = "' ��•`�=� pieces of equipment for�
':�j ' �:f:,��� ^:rr `��
�,� ,< <��.�,� � ��� ��•�-� this p�oject, we believe
'y;� "���� ��. �'`�``�-` - it will lead to a
.. ��;�-� _�.;� , �
�<;��'��� '� ��„ � j successful p�og�am.
..; ��; _
.�r;�;� = . �' •
. '
a� .
' i � �' �
r�
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OSHA Certification of Aerial Equipment
Tilley Crane Inspection Service Co.,Inc.
. STATE OF CRANES
CALIFORNIA DEftRICKS
ACCREDITATION AERIAL DEVICES
NO.CA33 HOISTS
S
� �� DIELECTRIC TEST REPORT �
TO: West Coast Arborists
2200 E.Via Burton Street
Anaheim,CA 92806-1221
BE IT HEREBY KNOWN THAT:
On October 11,2021,Tilley Crane Inspection Service Co.,Inc.completed a
Dielectric Test of 46 KVDC on the following unit:
Hi RangerAerial Device
Model No.: LT40
Serial No.: 2171061116
Owner's Identification: A-340 Tilley Crane Inspection Service Co.,Inc.
This unit passed at.001 microamperes. cn�IF RNIA D RR CKS
ACCREOITATION AERIAL DEVICES �
NO.CA33 HOISTS
' �"�=—�"� j� �, DIELECTRIC TEST REPORT c— �_ �
$ David S.Tilley,Inspector
{ A-33
TO: West Coast Arborists
� 2200 E.Via BuRon Street �
Anaheim,CA 92806-1221
S
BE IT HEREBY KNOWN THAT:
P.O.Box N28,Vorba Linda,CA 92885-N29 On October 11,2021,Tilley Crene Inspection Service Co.,Inc.completed a
e mau:unay�ra�e�my Dielectric Test of 69 KVDC on the following unit:
� Hi Ranger Aerial Device
�� Model No.: XT PRO 60
� Serial No.: 2180865486
Owner's Ident'rfication: A-398
This unit passed at.001 microamperes.
�avid S.Tilley,Insp or,
�-cA-33
P.O.9ox 1139,Yorbe Llnda,CA 92885-1119(774)970-7367 Fax(774)970-7312
E mail:[illeycrone@yahoo.com
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Tilley Crane Inspection Service Co.,Inc.
STATE OF CRANES
CALIFORNIA DERRICKS
ACCREDITATION AERIAL DEVICES
N0.CA33 HOISTS
�6 DIELECTRIC TEST REPORT
I
TO: West Coast Arborists
2200 E.Via Burton Street
Anaheim,CA 92806-1221
BE IT HEREBY KNOWN THAT:
On March 24,2022,Tilley Crane Inspection Service Co.,Inc.compieted a Dielectric
Test of 69 KVDC on the following unit:
Terex Aerial Device
Model No.:10-901
Serial No.: 4735848
Owner's Identification: A-435 Tilley Crane Inspection Service Co.,�IIC.
This unit passed at.001 microamperes. srnTE oF
CRANES
CALIFORNIA DERRICKS
—� ACCREDITATION AERIAL DEVICES
N0.CA-33 HOISTS
�� �L���
�avid S.Tilley,Inspector
CA-33 -
� �DIELECTRIC TEST REPORT ,
�
TO: West Coast Arborists
2200 E.Via 8urton Street
4 Anaheim,CA 92806-1221
P.O_Box 7729,Vorba Llnda,CA 82885-1129(714)970-0367 BE IT HEREBY KNOWN THAT:
E mail:tilleycane@yahoo.com
On January 11,2022,Tilley Crane Inspection Service Co.,Inc.completed a
Dielectric Test of 69 KVDC on the following unit:
Terex Aerial Device
Model No.: XT PRO 60l70
Serial No.: 2201172585
Owner's Identification: A-430
This unit passed at.001 microamperes.
�\ i�. ., _� / // L `
�l�avid S.Tilley,Inspector /�
CA-33
�
f
P.O.Box 1128,Yorba Linda,CA 92885-1129(714)970-1367 Fax(714)970-1312
E mall:tilleycrane@yahoo.com
6
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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- 10/1 1/26.
srArE oF cnuFoaNw Page 1 of�pages
D[PARTMENT OF CAIIFORNIA HIGHWAV PATROL I NEW TERMINAL INFORMATION CA NUMBER I FILE COOE NUM6ER ICOUNTY COOE BED
SAFETY COMPLIANCE REPORTI �ves ❑No 68562 67449 30 I
TERMINAL RECORD UPDATE TER�iNa�nPe cooe orHeRaRocaaM�s� �ocarioNcooE susaaen —
CHP 343(Rev.12-17)OPI D62 �Truck �Bus �Mod Limo � I 675 B8
CARRIER LEGAL NAME I TERMINAL NAME QF�IFFERENT) TELEPHONE Nl1MBER(W/AftEA CODEJ
West Coast Arborists,Inc i(714)991-1900
TERMINAL STREEi AODRESS(NUMBER,S�REET,CITY,ZIPCOOE)
2200 E Via Burton St Anaheim,CA 92806
MAILING ADORESS(NVMBER,STREE7,CI7Y,ZIPCODE)(IFDIFFEREN7FROMA90VEJ INSPECTION LOCATION(NUMBER,STREET,CITY OR COUNTYJ
i 2200 E Via Burton St Anaheim,CA 92806
LICENSE,FLEET AND TERMINAL INPORMATION _
HMLIGNO. IHVJrREG.NO. IMSLIC.NO. TRUCKSANDNPES ITRAILERSAN�TVPES PASSVEHSBVTYPE DRNERS BITREETSRE
386-X,D 3-F � n Limo 920 powered 386
EXP.DATE EXP.OATE IEXP.DATE REG.CT. HWVEH. HWCONT. PPB/CSAT
�Yes �No �N/A Towed 3
TERMINALS IDENTIFIED IN$ECT�ON 30515(b)CVC FILE CODE NUMBERS OF TERMINALS INCLUDED IN INSPECTION AS A RESULT OF SECTION 34515(b)CVC
❑Yes �Na
EMERGENCY CONTACTS(!n Calling Order ofPre(erence)
EMERGENCV CONTACT/NAME) DAY TELEPHONE N0.(W/AREACODE) NIGHT TELEPHONE NO.(W/AREACO�Ej
Ernesto Macias (714)713-0269
EMERGENCY CONTAC7(NAM� �AY TELEPHONE N0.(W/AREACOOE) i NIGHT TELEPHONE NO.(W/AREA COOE)
7immy Russo (714)412-7013
ESTIMATED CALIFORNIA MILEAGE FOR THIS TERMINAL FOR LAST YEAR[ 2021 ]
A 8 C D E F G H TI
❑ UNOER � 75 U01— I 50,001— 100,001—I❑ 500,001—�I� 7,000,001—I 2,000,001—I❑ �O,OOO,OOD 1� OO 00 000 N
75,000 � 50,000 � 100,000 � 500,000 7,000,000 2,000,000 � 5,000,00�
OPERATING AUTHORITIES OR PERMITS
PUC I�T ❑TCP MOTOR CARRIER OF PROPERTV PERMIT ACTIVE �IMS FITNESS EVAWAiION
❑PSC �Ves ❑No ❑N/A ❑Yes �No
US�OT USDOT NIIMBER ❑MC ❑MC REASON FOR MSPECTION
1829579 ❑Mx I�Mx CPSSInspcction
INSPEC710N FINDINGS INSpECTION RATNGS: S=Setlsfectary U=Unsatlsfactory C=Condltlonal UR=Unrated N/A=Not Applicable
RE�UIREMENTSII VIOL MA�HTENANCE PROGRAM �__ DRNER RECOR�S REG.E�UIPMENT I HPZAR�OJS MATERIALS TERMINAL
MniNreNancfl S S S S S S S S S 5 5 S N/A N/A N/A N/A S 5 S S
PROGRAM 1 2 3 4_ L— �_3_� 1_2_3 4_I1=2 3 4—,f 1_ 2_3 4
ORNER �TIME ITOTALTIME
I RECOR�S No. ZO Time 3.0 No. 138 Time 17.0 No. 20 Time 15.0 35.0
oRiVER HAZARDOUSMATERIALS iCONTAINERSRANKS IVEHICLESPLACEDOIITAFSERVICE
HOURS �No H/M Trensportetl ❑No H!M vialations noted No. Time Vehicles 1 Units
BRAKES 2 REMARKS
inenvsa 6
SIGNALS
C,ONNECTING �
DENCES
STEERING�
SIJSPENSION
TIRE58 z
WHEELS
EOUIPMENT 9
RE�UIREMENiS
I CONTAINEft58
TANKS I
HAZAROOl15
MATEftIAL$ -
INSPECTIONTVPE NON-BIT CPSS CHP30.5 CHP100DCOL INSPECTIONOATE(S) ITIMEIN 'iIMEOUT
�� ❑R , ❑ �ves❑r,o ❑ 9iz�,za�zozz,ion iizozz o6:0o ia:oo
INSPECTED�V(NAME(S)) ID NUMBER(S) $USPENSE�ATE
M.Serrano/L.Derden A 16744/A16050 �Amo ❑rvone
MOTOR CARRIER CERTIFICATION
I hereby certity that all violalions described hereon antl recordetl on the allached pages(2 through 27 ),will be corrected in accerdance wilh applicable
provisions of lhe Galifomia Vehicle Code and the California Code of Requlations. I undersland that I may request a review of an unsatis�actory rating by
contacting the Motor Carrier Safety Unit Supervisor at (858)944-6345 within 5 business days of the reting.
CWP.REN7 TERMItiAL RATIN6 CARRIER REPRESEMATNE'S 51GNATURE OATE
SATISFACTORY 1 10/11/2022
CARRIER REPRESENTATNE'S PRINTEO NAME TITLE ORNER LICENSE NUMBER STPTE
Ernesto Macias Vice President of Risk Management I CA
Deslroy Previous Edilions Chp343_1217.ptlf
7
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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 �
As we work with, or near, the public,
we are mindful that we will most likely �����eA�9e�e
be the first person the public contacts. „a°"'�`°�
We have a full-time Customer Service , �, v w�^ � > "�„��',�`
Department with each Customer °�°°�°�°���°�������°°
A bi¢THGNK YOU br IM1e bivuli�ul�nmmin�oY IM1e Ciry of L.�C.�nitla'z�ei�t�rer Ico.�al Irveoak�a11M1e trontape of my resitlence IotlaY-
Service Representative (CSR) trained
in addressing concerned residents � �na<<neee�o�edoakwa=��neee,�na�d==�e��a, ��,e�. P =eae��„e��=�ome,=e,��ee.oe,�e��e.o�,�eamo,o�,ded ,�„a,�moon �. �ew �
and bystanders. °°'`°` PP������� �
e,°�Adm��,=ve,o,
Complaints & Damage c"a��s���ac�ar��
a,ss„wa�=a�a�e,,,��m
Resol utio n Wee����,�'=d�`"�d��a`��
Should there be any property
damage, we adhere to specific � �r��`Tn Cr,:�RiT��
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.
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h'�;`
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 8�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 8� 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
�'� ��'� �, r ��� � �:. ���' a ��� �
',� �� '�i*� j� r'- --- �i, i#` ; �
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���;�� `�` f ;� �� � �=��'� ��'; .� �� f
� j� � � * ,� that all work is performed
t ���� ! � a�S G
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� , : _�� �- - - s c.: �;� � irz a manner that provides
�� � ��;�`� �'�� � � ,������- ��� �� the maximum safety to the
, ri
k,,', __ , ��:�.�.� jx' �� i ",�i._'; general public as well as
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'° � � our em lo ees.
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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).
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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. � ��� •������
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 8� Illness
:�
Prevention Program. w--,-- �
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 A F E R R 0 A D S S AV E L I V E S
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
� WCA is dedicated to
���-�.� . - health and sa e o�
��.� � . . .f �v.f
�� �.., ' .`w�,:. '-� �����Y� ��11,� y
.��� ; ,������ ��� �;;. t�ees, employees, and
� �-'-� � ��.��,� � �
t ` `. y� �a '� Lr = _ tl�e cornrnunity.
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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,branches,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 LinearFoot $ 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
Packet Pg. 438
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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 by 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 by 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
Packet Pg. 439
5.22.c
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 Arborist including coordinates for all trees in public 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 Information 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
Packet Pg. 440
5.22.c
'� � DATE(MM/DDIYYYY)
'°`��'2� CERTIFICATE OF LIABILITY INSURANCE
06/30/2022
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 ,°1-�
certificate does not confer rights to the certificate holder in lieu of such endorsement(s). �
PRODUCER CONTACT �
NAME:
Aon Risk Insurance Services west, Inc. d
Los Ang el es CA Offi ce (ac rio.ex��: �g66) 283-7122 jac.No.�: (800) 363-0105 -o
707 Wilshire Boulevard E-MAIL x�
Sui te 2600 ADDRESS:
Los angeles CA 90017-0460 Usa
INSURER(S)AFFORDING COVERAGE NAIC#
INSURED INSURERA: NdVlgdt0l'S Specialty Insurance Company 36056
west Coast arborists, znc. iNsuReRa: Starr zndemnity & �iability Company 38318
2200 E via Burton
anaheim Cn 92806 USa iNsuaeRc: Starr Specialty Insurance 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 ADDL SUBR POLICY EFF POLICY EXP
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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.
W25t COdSC Arborists� IIIC. AUTHORIZEDREPRESENTATIVE
2200 E Via Burton �
Anaheim CA 92806 USA �n `/�� _���� ��� ���i. �y� �
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ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD
Packet Pg. 441
WCA 5.22.c
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,branches,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 LinearFoot $ 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
Packet Pg. 442
5.22.c
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 by 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 by 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
Packet Pg. 443
5.22.c
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 Arborist including coordinates for all trees in public 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 Information 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
Packet Pg. 444
� 5.22.c
MARIPOSA
Fee Estimate for Services Requested Fee Estimate
(Per Specifications of this RFP/Q)
Ci#y af Narco Pruning Cycle 1 Pruning Cycle 2 Pruning Cycle 3 Pruning Cycle 4 Pruning Cycle 5
Tree Main#enance Services FY 2Q23-2Q24 FY 2Q24-2Q25 FY 2Q25-2Q26 FY 2Q26-2Q27 FY 2027-21]28
Itern Gescrip#ian Uni# LJnitPrice Uni#Price Unit Price Unit Price UnitPrice
1 Grid Tree Pruning-Work CanformingTa historic pruningpatterns Each $ 74.C10 $ 77.00 $ 81.00 $ 85.�0 $ 89.�0
2 5treet Tree Trimming-per written specificatian Each $ 105.00 $ 110.00 $ 115.00 � 121,00 $ 127.00
2 5ervice RequestTree Pruning
2a 0-12" d6h Each $ 74.C10 $ 77.00 $ 81.00 $ 85.00 $ $9.00
zb 1�-z4�� dbn Each � Zzo.00 � Zz�.00 $ Z�z.00 � Z��.00 � Z��.00
z� 25-36�� dbn Each � zoo.00 � zso.00 � zzo.00 � z�s.00 � z�2.00
2d aver37" d6h Each � �oo.00 $ 315.00 $ ��Z.00 $ 348.�0 $ 365.00
3 ParkfSlapeAestheticTreeTrimming- Bucket Each $ 110.�0 $ 116.0� $ 122.0� $ 128.�0 $ 134.�0
4 Parkf5lapeAestheticTreeTrimming-dimber Each $ 220.�0 $ 231.00 $ 242.0� $ 254.�0 $ 267.�0
5 Tree Raising Each $ 63.�0 $ 66.00 $ 69.0� $ 72.�0 $ 76.�0
6 Palm Tree Trimming Each $ 1�0.�0 $ 1�5.Q0 $ 110.0� $ 115.�Q $ 121.�0
7 Palm Tree 5kinning/5haping Each � �oo.00 $ 315.OQ $ 330.0� $ 345.�0 $ 362.�0
8 Palm Tree Seed Pod Only Removal Each � Zoo.00 $ 1�5.0� $ 110.0� $ 115.�0 $ 121.�0
9 Tree &5tump Remaval Diameter Inch $ 50.�0 $ 53.00 $ 55.0� $ 57.50 � �o.00
1� Tree Only Remaval Diameter Inch $ 38.�0 $ 40.00 $ 42.0� $ 44.�0 $ 46.�0
11 Stump Only Remaval Diameter Inch $ 22.�0 $ 23.00 $ 24.0� $ 25.�0 $ 26.�0
12 Plant 15 gallan tree V1ff warranty Each $ 210.�0 $ 220.0� $ 231.0� $ 242.�0 $ 254.�0
13 Plant 15 gallon tree w{Raot Barrier w/warranty Each $ 240.�0 $ 252.00 $ 264.0� $ 277.�0 $ 291.�0
14 Plant 24" baxtree wf warranty Each � �oo.00 $ 630.Q0 $ 661.0� $ 694.�Q $ 729.�0
15 Plant 24" 6oxtree wf Raat Barrier w/warranty Each $ 650.�0 $ 683.00 $ 717.0� $ 753.�Q $ 79L�0
16 Plant 36" baxtree w{warranty Each $ 1,350.�0 $ 1,417.00 $ 1,487.0� $ 1,��Z.00 $ 1,639.�0
17 Raot Pruning Linear Ft $ 50.�0 $ 53.00 $ 55.0� $ 57.50 � �o.00
18 Crew Rental -Per Persan Haur $ 110.00 $ 116.0� $ 122.00 $ 12$.00 $ 134.00
19 Emergency Crew Rental -Per Persan -Reg. Bus. Hours Haur $ 115.�0 $ 121.00 $ Zz�.00 � Z��.00 $ 140.�0
2� Emergencyr Crew Rental - Per Persan -After Hrs, Vlfkds, Holiday Haur $ 140.�0 $ 147.0� $ 154.0� $ 162.�0 $ 17�.�0
21 5pecialty Equipment Rental Haur � zoo.00 $ 210.0� $ 220.0� � z�1.00 $ 242.�0
22 Ar6arist5ervices �Reportwriting, RiskAssessmentJ Haur $ 175.�0 $ 184.00 $ 193.0� � zoz.00 $ 212.�0
z� GP5 Tree Inventary Each � �.00 � �.zo � �.�o � �.6o � �.so
� Packet Pg. 445
5.22.c
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.
Packet Pg. 446
5.22.c
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 Payment 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 City'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
Packet Pg. 447
5.22.c
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 Reaulations. 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
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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 Emplovment 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 Emplovment Eligibilitv; 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 Emplovment Eligibilitv; Failure to Compl� 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
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the Services.
3.2.8.5 Equal Opportunity Employment. 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 Quality. 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
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(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,
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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.
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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.
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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 Pavment 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 Property. 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 &
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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
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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 Attornev'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 recoverfrom
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
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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 Governinq 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 City's Riqht to Employ Other Contractors. City reserves right to
employ other Contractors in connection with said Services.
3.6.10 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the parties.
3.6.11 Assiqnment 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
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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 Invalidity; Severability. 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 Employment. 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 Authoritv 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,
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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.
*
By:
Patrick Mahoney - President
NOTE: SIGNATURES OF CORPORATE OFFICIALS MUST BE NOTARIZED.
Attach Certificate of Notary Acknowledgement
OWNER: CITY OF NORCO, a municipal corporation
*
Y�
Robin Grundmeyer, Mayor
ATTEST:
Dana Roa, CMC, City Clerk
APPROVED AS TO FORM:
Harper & Burns, LLC, City Attorney
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EXHIBIT A
TREE TRIMMING, REMOVAL, AND PLANTING
CONTRACT SERVICES RFP
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EXHIBIT B
CONTRACTOR PROPOSAL & FEES
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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.
Packet Pg. 462
5.22.c
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
Packet Pg. 463
5.22.c
(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 priorwritten 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)
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5.22.c
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:
Packet Pg. 465
5.22.c
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
Packet Pg. 466
5.22.c
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 priorwritten 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.
Packet Pg. 467
5.22.c
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:
Packet Pg. 468
5.22.c
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.
Packet Pg. 469
5.22.c
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:
Packet Pg. 470
5.22.c
Form W�9 Request for Taxpayer Give Form to the
(Rev.�ecember 2014) Identification Number and Certification �quester.Do not
�epartment of the Treasury send to the IRS.
Intemal Revenue Service
1 Name(as shown on your fncome tax retum).Name fs reqwred on thfs Ifne;do not leave this line 61ank.
2 Busfness name/disregarded enfity name,ff differentfrom a6ove
N
Q1
�
�
Q- 3 Check appropnate box for federal tax dassficatfon;check only one of the followfng seven boxes: 4 Exemptfons(codes apply only to
C
° ❑IndividuaVsole propnetor or ❑ C Cor oration certafn entities,not indfviduals;see
y p ❑ S Carporation ❑ Partnership ❑TrusVestate instructfons on page 3):
a o sfngle-member LLC Exempt payee code(ff any)
�•U �Lfmfted lia6flfty company.Enter the tax classfffcation(C=C corporation,S=S corporation,P=partnershfp)�
� Note.For a sin le-member LLC that fs dfsre arded,do not check LLC;check the a Exemption fram FATCA reporting
`p g g ppropnate box fn the Ifne above for
� y the tax dassification of the sfngle-member owner. code(if any)
— c
a � ❑Other(see instructions)� (appues ro accountsmarntarnmourside�,e u_s_�
— 5 Address(number,street,and apt.or suite no.} Requester's name and address(optional)
U
N
Q
� 6 Cfty,state,and ZIP code
a�
a�
�
7 Lfst account num6er(s)here(optfonal)
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 Now to get a
T!N 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 identificatian numher
guidelines on whose number to enter.
Certification
Under penalties of perjury, I certiiy 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(IRSa 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(sa 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 dividends on your tax return.For real estate transactions,item 2 does not apply.For mortgage
interest paid,acquisition or abandonment of secured property,cancellation of debt,contributions to an individual retirement arrangement(IRA�,and
generally,payments other than interest and dividends,you are not required to sign the certification,but you must provide your correct TIN.See the
instructions on page 3.
Sign Signature of
Here U.S.person► Date/
General I nstructions •Form 1098(home mortgage interest},1098-E(student loan interest),109&-T
(tuftf on)
Section references are to the Intemal Revenue Code unless otherwise noted. .Form 1099-C(canceled de6t)
Future developments.Information about developments affecting Form W-9(such .Form 1099-A(acqufsftfon or a6andonment of secured property)
as legfslatfon enacted afterwe release it)fs at www.frs.gov/fw9.
lJse Form W-9 only ff you are a 11.S.person(nduding a resident alfen),to
Purpose of Form provide your correct TIN.
An fndfvfdual or entfty(Form W-9 requester)who fs requfred to file an fnformatfon 1f you do not reiam Form W-9 to the requester with a TIN,you might be subfect
retum with the IRS must o6tain your correct taxpayer identification number(fIN) to backup withholdi�g.See Whatis backup withholdirrg?on page 2.
which may 6e your socfal secunty num6er(SSN),fndfvfdual taxpayer fdentiffcation By sfgnfng the filled-out form,you:
number(ITIN),adoption taxpayer identification number(ATIN),or employer 1.Certffy that the TIN you are gfvfng fs correct(or you are wafting for a number
identification number(EIN),to report on an information retum the amount paid to to 6e issued),
you,or other amount reporta6le on an fnformatfon return.Examples of fnformatfon
returns fndude,6ut are not Ifmfted to,the followfng: 2.Certffy that you are not subject to backup wfthholdfng,or
•Form 1099-INT(nterest eamed or pafd) 3.Claim exemptfon from backup wfthholdfng if you are a 11.S.exempt payee.If
•Form 1099-0IV(dividends,induding those fram stocks or mutual iunds) applfcable,you are also certffyfng that as a IJ.S.person,your allocable share of
any partnership income from a 11.5.trade or 6usiness is not su6jectto the
•Form 1099-MISC(various types of fncome,pnzes,awards,or gross proceeds) withholding ta�c on foreign partners'share of effectively connected income,and
•Form 1099-B(stock or mutual fund sales and certain other transactions 6y 4.Certffy that FATCA code(s)entered on thfs form(f any)indfcatfng that you are
6rokers) exempt from the FATCA reportfng,fs correct.See Whatis FATCA reportfrrg?on
•Form 1099-S(proceeds fram real estate transactians) page 2 for further fnformation.
•Form 1099-K(merchant card and third party network transactfons)
Cat.No.10231X Form W-9(Rev.12-2014)
Packet Pg. 471
5.22.c
Form W-9(Rev.12-2014) Page`1
Note.If you are a U.S.person and a requester gives you a form othe�than Form 3.The IRS tells the requester that you furnfshed an incorrect TIN,
W-9 to request your TIN,yau must use the requester's form if ft is suhstantfally 4.The IRS tells you that you are subject to 6ackup wfthholdfng because you dfd
sfmilar to thfs Form W-9. not report all your fnterest and dividends on your t�return(for reportable interest
Definition nf a U.S.person.For federal tax purposes,you are consfdered a U.S. and dfvfdends only),or
person if you are: 5.You do not certffy to the requester that you are not subject ta backup
•An indlvidual who is a U.S.citizen or U.S.resident alien; withholding under 4 a6ove(for reportable interest and dividend accounts opened
•A partnership,corporation,campany,or assoclatlon created ar organized in the after 1983 only).
United States or under the laws of the United States; Certain payees and payments are exempt hom backup withholdiny.See Exempt
•An estate(other than a foreign estate);or payee code on paga 3 and tha separate Instructions for the Requester of Form
W-9 for more fnfarmation.
•A domestic trust(as defined in Regulations section 301.7701-7).
Also see Specra!rules for partrrershfps above.
Special rules for partnerships.Partnershi�as that r,onduct a trade or business in
the Unfted States are generally reqwred to pay a withholding tax under sectfon WhBt IS FATCA 1'2p01'tlllg?
1446 on any foreign partners'share of effectively connected taxa6le fncome from
such business.Further,in certain cases where a Form W-9 has not been received, The Foreiyn Account Tax Compliance Act(FATC/�reyuires a participatiny foreign
the rules under sectfon 1446 require a partnershfp to presume that a partner is a financial institution to report all United States account holders that are specified
foreign person;and pay the section 1446 withholding tax.Therefore,if you are a Unfted States persons.L'ertafn payees are exempt from FATCA reportfng.See
U.S.person that is a partner in a partnership conducting a trade or business in the Exemp6on from FATCA reporting code on page 3 and the Instructions far the
United Stat�s,provlde Farm W-9 to the partnershlp to establfsh your U.S.status Requester of Form W-9 for mare inTnrmation.
and avoid section 1446 withholding an your share of partnership income.
In tfiecases 6elow,thefollowing person must give Form W-9 tothe partnership Upd�tlllg YOUI'�I1f01'1118t1011
for purposes of establfshfng fts U.S.status and avofdfng wfthholdfng on fts You must provfde updated fnformation to any person to whom you clafined to be
allorable share of net income from the partnershfp conductfng a trade or busfness an exempt payee ff you are na longer an exempt payee and antfcipate recefvfng
in the United States: reportable payments fn the future Trom thfs person.For axample,you may need to
•In the case af a disregarded entity with a U.S.owner,the U.S.owner ofthe provide updated fnformatfon rf you are a C corporation Yhat elects to be an S
dfsregarded entfTy and not the entfty; corparation,or if you no longer are tax exempt.In addition,you must iumish a new
Form W-9 if the name or TIN changes for the account;for example,if the grantor
•In the case of a grantor trust wfth a U.S.grantor or other U.S.owner,genarally, of a grantor trust dies.
the U.S.grantor or other U.S.owner of the grantor trust and not the trust;and
•In the case of a U.S.trust(other than a grantor trust),the U.S.trust(other than a Penalties
grantor trus�and notthe beneficiaries af the trust. Failure to fumish TIN.If you fall to furnish your correct TIN to a requester,you are
Foreign person.If you are a fore�gn person or the U.S.branch of a forefgn bank subject ta a penalty of$50 for each such failure unlass your failure is due to
that has elected to 6e treated as a IJ.S.person,do not use Form W-9.Instead,use reasonable cause and not to willhil neglect.
the approprfate Fnrm W-8 or Form o"233(see Publfcation 515,Withholdiny of Tax Civil penalty for false information with respect to withholding.If you make a
on Nonra.sfdent Aliens and Forefgn Entfties). false statement wfth no reasonable 6asfs that results in na backup wfthholding,
Nonresident alien who becomes a resident alien.Generally,only a nonresident you are subject to a$500 penalty.
alien individual may use the terms of a tax treaty to reduce or eliminate U.S.tax on Criminal penalty for falsifying information.Wilffully falsffying certfications or
certain types of income.Hawrever,mast tax treatias contain a provision known as afflrmations may subject you to criminal penalties including fines and/or
a"savfng clause."Exceptfons specified fn the saving dause may permit an imprisonment.
exemption from tax to continue fnr eertafn types of income even after the payee
has otherwise become a U.S.resident alien for tmc purpcx5es. Misuse of TINs.If the requester disdoses or usas TINs in violation of federal law,
If you are a U.S.resident alfen who fs relyfng on an exception contained fn tha ��requester may be subject to civil and cnminal penafties.
savfng clause of a tax treaty to clafm an exemptinn from U.S.tax on certafn types
of income,you miast attach a statement to Form W-9 that specifies the following Specific I nstructions
five items:
1.The treaty country.Generally,thfs must be the same treaty under whfch you Line 1
daimed exemption from tax as a nonressdent alien. You must Pnter one of the fallawing on this line;do not leave this line blank.The
2.The treaty artide addressing the income. name should match the nama on your tax return.
3.The artide num6er(or location)in the tax treaty that contains the saving If thfs Fnrm W-9 fs for a joint account,Ifst ffrst,and then cfrcle,the name of the
dause and its exceptions. person or entfty whose number you entered fn Part I of Fonn W-9.
4.The type and amount af fncome that qualfies for the examptfon from tax. a. Individual.Generally,enter the name shown on your tax return.If you have
changed your last name��ithout informing the Social Securfty Administration(SSA)
5.Sufficient facts to justfiy the examption from tax under the terms of the treaty of the name change,enter your first name,the last name as shown on your socfal
artfcle. security card,and your new last name.
Flcample.Ar[fcle 20 of the U.S.-Chfna income tax treaty allaws an exemptfon Note.ITIN applicarrt:Enter your individual name as it was entered on your Form
from tax fnr sr,holarship income received by a Chinese student temporarily present W_��Pplication,line 1 a.This shauld alsn be the same as the name you entered an
in the United States.Under U.S.law,this student will become a resident alien for the Form 1040/1040A/1040EZ you filed v✓fth your appGcation.
tax purposes ff his or her stay fn the United States exceeds S calendar years.
However,paragraph 2 of the first Prntocol to the U.S.-China treaTy(dated April 30, � Sole propnetor or single-mem6er LLC.Enter your mdfvidual name as
19&4)allows the provfsfnns of Article 20 to cantfnue to apply even after the shown on your 1040/1040A/1040EZ on line 1.You may enter your busfness,trade,
Chfnese student 6ecomes a rNsident alfen of the lJnited States.A Chfn�se student or"dofng busfness as"(DBA)name on Ifne 2.
who qualifies for thfs exception(under paragraph 2 of the tirst protocol)and is c. Partnership,LLC that is not a single-member LLC,C Corporation,or S
relying on thfs exception to claim an exemption from tax on hfs or her scholarship Corporation.Enter the entity's name as shown on the entiiy's t�retum on line 1
or fellowship income would attach to Form W-9 a statement that indudes the and any business,trade,or DBA name on line 2.
information described above to support that exemption. d. Other entities.Enter yraur name as shown on required U.S.federal tax
If you are a nonrasident alien or a foreign entity,give the requester the documents on line 1.Thls name should match the name shown on the charter or
approprfate completed Form W-8 ar Form 8233. other legal document creating the entity.You may enter any business,trade,or
DBA name on Ime 2.
gBC�(Up WItf1�lO�C�lllg e. Disregarded entity.For U.S.federal tax purpases,an entity that is
What is backup withholding?Persons makfng certain payments to you must disreqarded as an entity separate hom its owner is tr�ted as a"disregarded
under certain conditions withhold and pay to the IRS 28%of such payments.This entity.° See Regulations sectinn 301.7701-2(c)(2)(iii).Enter the owner's name on
is called"backup w�ithholding"' Payments that may be subject to backup Ifne 1.The name of the entity entered on Ifne 1 should nevar be a dfsregardad
withholdng indude interest,ta�-exempt interest,dfvldends,6roker and barter entity.The name on line 1 should be the name shoNm on the incometax return on
exchange transactions,rents,royalties,nonemployee pay,payments made in which the income should be reported.For example,if a foreign LLC that is treated
settlement of payment card and thfrd party network transactfons,and certafn as a dfsregarded entfty for U.S.federal tax purposes has a single owner that is a
payments from fishing 6oat operators.Real estate transactions are not su6ject to U.S.person,the U.S.owner's name is required to be provided on line 1.If the
backup withholding. dlrect owner of the entfty fs also a dfsregarded entity,enter the first owner that fs
You will not be subject to backup withholding on payments you receive if you not dfsregarded for federal tax purposes.Enter the disregarded entfty's name on
givethe requester your correctTlN,make the proper certficatians,and report all line 2,"Business nameldisregarded entity name"ffthe owner oithe disregarded
your taxable inter�st and dividends on your tax retum. antity fs a foraign parson,the owner must complete an appropnate Form W-8
fnstead of a Fonn W-9. Thfs fs the case even ff the forefgn person has a U.S.TIN.
Payments you receive will 6e subject to backup withhalding if:
1.You do not iumish yaur TIN to the requester,
2.You do not certifij your TIN when required(see the Part II instrur.tions on page
3 for detafls),
Packet Pg. 472
5.22.c
Form W-9(Rev.12-2014) Page 3
L1170`2 �However,the followfng payments made to a corporatfon and reporta6le on Form
If you have a 6usiness name,trade name,DBA name,or disregarded entity name, 109�MISC are not exempt from backup wfthholdfng:medical and health care
you may enter it on Ifne 2. payrnents,attorneys'fees,gmss proceeds pafd to an attomey reportable under
sectfon 6045(�,and payments for servfces pafd by a federal executfve agency.
Line 3 Exemption from FATCA reporting code.The Yollowing codes identify payees
Check the appropnate box in line 3 far the IJ.S.federal tax classification of the that are exempt from rapcmting under FATCA.These codes a�ply to persons
p�rson vdhose name is entered on line 1.Check only one box in line 3. submfttfng thfs form for accounts mafntained outsfde of the United States by
certafn forefgn financfal fnstiYufions.Therefore,ff you are only su6mfttfng thfs form
Limited Lia6iliTy Company(LLC).If the name on line 1 is an LLC treaYed as a for an account you hold fn the Unfted States,ynu may leave this ffeld 61ank.
partnership for U.S.federal t�purpases,check the"Limited Liability Company" Consult with the person requesting thls fonn if you are uncertain rfthe financial
box and enter"P"in the space provided.If tha LLC has filed Form 8832 or 2553 to institution is su6ject to these requfrements.A requester may indicate that a code is
be taxed as a corporatfon,check the°Lfmfted LfabiGty Company"box and fn the not reqwred by provfding you wfth a Form W-9 wfth"Not Applfca6le"(or any
space provfded enter"C"for C corporatfon or"5'for S corporatfon.If ft is a similar indication)written or printed on the line for a FATCA exemption code.
single-member LLC that is a disregarded entity,do not check the"Limited Liability
Compan�'box;instead checkthe first box in line 3`9ndividual/sole proprietor or A—�organization exempt from tax under section 501(a)or any individual
singlelnember LLC." retirement plan as deffned fn section 7701(a)(3�
Line 4, Exemptions B—The United States or any of its agencies or instrumentalities
If you are exampt from�ackup wfthholdfng and/or FATCA reporifng,enter fn the C—A state,the Dfstrfct of Columbfa,a U.S.commonwealth or possessfon,or
a ro riate s ace in line 4 an code s that ma a I to ou. any of their political subdivisions or instrumentalities
PP P P Y �) Y PPY Y
D—A corporatfon the stock of which fs regularly traded on one or more
Exempt payee code. establfshed securftfes markets,as descrfbed fn Regulatfons sectfon
• Generally,individuals(including sole proprietors)are not examptfrom 6ackup 1.1472-1(c)(1}(i)
withholding. E—A corporatlon that is a member of the same axpanded affiliated graup as a
• F�ccept as provfded below,corporatfons are exempt from 6ackup withholdfng corporatfon descrf6ed fn Regulatfons sectfon 1.1472-1(c)(1)O
for certain payments,including interest and dividends. F—A dealer in sacurities,commodities,or denvative financial instruments
• Corparatfons are not exempt from backup withholdfng for payments made in (including notional principal contracts,iutures,fonvards,and options)that is
settlement of payment card or thfrd party network transactfons. registered as such under the laws of the United States or any state
• Corporations are not exempt from backup withholding with respect to attomeys' G—A real estate fnvestment trust
fees or gross proceeds paid to attnrneys,and corporations that provide mediral or H—A regulated fnv�stment company as deffned fn sectfon 851 or an entfty
health care services are not exempt with respect to payments reporta6le on Form registered at all times during the tax year under the Investment Company Act of
1099-MISG 1940
The follawing codes identiiy payees that are exempt from backup withholding. I—A wmman trust fund as defined in section 584(a)
Enter the approprfate code fn the space fn Ifne 4.
1—M organizatlon exempt frnm tax under sectinn SO1(a),any IRA,or a J—A bank as deffned fn section 581
custodial account under section 403(b)(7)if the account satisfies the requirements K—A 6roker
of section 401(t)(2) L—A trust exempt from tax under section 664 or dascribed in sectfon 4947(a)(1)
2—The Unfted States or any of fts ayenciPs or fnstrumentalitfes M—A taa exempt trust under a section 403(b)plan or section 457(g)plan
3—A siate,the Pistrict of Columbia,a U.S.commonwealth or possession,or Note.You may wish to consult with the financfal institution requesting this form to
any of thefr poliUcal subdfvfsfons ar fnstrumentalities determine whether the FATCA wde and/or exempt payee code should be
4—Aforafgn govemmantorany of its politfcal subdivfsfons,agencfes,or completed.
instrum entaliti es
Line 5
5—A corporation
6—A dealer in secuntfes or commoddfes required to regfster fn the United Enter your addrass(number,street,and apartment or suita number).This is where
States,the Distrfct of Columbia,or a U.S.commonwealth or possessfon �e requester ofthis Form W-9 will mail your information retums.
7—A iutures commissfon merchant re�Gstered with the Gommodity Futuras LIr10 6
Tradfng Gommfssfon Enter your cfTy,state,and ZIP code.
8—A real estate investment trust
9—M entity registered at all times during thetax year under the Investment PaCt I.TBXpa�/el'IdelltlflCBt1011 Nlllllbel' �IN�
Company Act of 1940 EMer your TIN in the appropriate box.If you are a resident alien and you do not
10—A common trust fund operated by a bank under section 584(a) have and are nai eligible to get an SSN,your TIN fs yaur IRS individual taxpayer
11—A financfal fnstitutfon fdentfficatlon number QTIN).Enter it in the socfal securfty number 6ox.If you do not
have an ITIN,see How to get a T!N below.
12—A middleman known in the investment communiiy as a nominee or If you are a sole proprietor and ynu have an EIN,you may enter either your SSN
custodian or EIN.Ho�vever,the IRS prefers that you useyour SSN.
13—A trust exempt from tax under section 664 or described in section 4947 If you are a singl�mem6er LLC Yhat is disregarded as an entity separate from its
The following chart shows types of payments that may be exempt from backup owner(see Limifed Uability Company(LLC)on this page),enter the owner's SSN
withholding.The chart applies to the exempt payees listed above,1 through 13. (or E W,if the owner has one).Do not enter the disregarded entity's EIN.If the LLC
fs dassffied as a r.orporatfon or partnershfp,enter the entity's EIN.
IF the payment is for... THEN the paymerrt is exempt for... Note.See the chart on page 4 for further darification of name and TIN
combinations.
Interest and dfvfdend payments All exempt payees except How to get a TIN.If ynu do not have a TIN,apply for one fmmedfately.To apply
for 7 for an SSN,get Form SS-5,Application for a Social Security Card,trom your local
SSA office or get this form online at www.ssa.gov.You may al.so get this fonn by
Brnker transactions Exempt payees 1 through 4 and 6 callfny 1-Fi00-772-1213.Use Form W-7,Application far IRS Indfvfdual Taxpayer
through 11 and all C corporations.S Identfffcation Num�er,tn apply far an ITIN,or Form SS-4,AppGcatfon for Employer
corporafions must not enter an exempt Identification Number,to apply for an EIN.You can apply for an EIN onlfne by
payee code because they are exempt accessfng the IRS websfta at www_ns_gov/busmesses and dfckfng on Employer
only for sales c�f noncovered securities Identiffration Number(EIN)under Startfng a Busfnass.You can yet Forms W-7 and
acqufred prfor to 2012. SS-4 from the IRS by vfsfting IRS.gov or 6y callfny 1-800-TAX-FORM
(1-800-829�676).
Bar[er exchange transactions and Exempt payees 1 through 4 If you are asked to wmplete Form W-9 but do not have a TIN,apply for a TIN
patronage divfdends and write"Applied For"in the space for the TIN,sign and date the form,and give it
Payments over$600 required to be Generally,exempt payees to the requester.For fnterest and divfdend payments,and certafn payments made
re orted and direct sales over$5,000� 1 throu h 52 with respect to readily tradable instruments,generally you will have 60 days to yet
P 9 a TIN and give it to the requestar bafore you ara subject to backup withholding on
payments.The 60-day rule does not apply to other types of payments.You wfll be
Payments made in settlement of Exempt payees 1 through 4 subject to backup wfthholding on all such payments untfl you provfde your TIN to
payment card or third party network the raquester.
transactions Note.Entering"Appliad For"means thatyou have already applied for a TIN orthat
�See Form 1099-MISC,Mfscellaneous Income,and its fnstructfons. ydu fntend to apply for one soon.
Cautian;A drsregarded U.S_entrty that has a foreign owner musi use the
approprrate Form W-8.
Packet Pg. 473
5.22.c
Form W-9(Rev.12-2014) Page 4
a
af t . el'tl ICat1011 You mu5t show your Individual name and you inay also enter your business or DBAnarrie on
To establish to the withholdin a ant that ou are a U.S. erson,or resident alien, the"Eiusiness nameldisregarded enary"name line You may use either your SSN or EW(if you
g g' y p have one),but the IRS encourages you to use your SSN.
sfgn Form W-9.You may be requested to sfgn by the withholdfng agent e+ien if °�ist flrst and cirde me nam e of the trust,estate,or pension trust(Do not tumish me TIN of ine
items 1,4,or 5 below indicate otherwise. personal representative or trustee unless the legal entlry ltself ls not designated ln the account
For a joint acr,ount,only the person whase TIN is shown in Part I should sign tine)Also see Speciai rules for partnerships on page 2
(when required).In the case of a dfsregarded entity,the person fdentfied on Ifne 1 "Note.Grantor aiso must provide e Form w-9 to trustee of trust
must sfgn.Exempt payees,see Exempt payee cocie earlfer. Note.If no name is cfrcled when more than one name fs fisted,the number wfll be
Signature requirements.Camplete the certificatian as indicated in items 1 consfdered to be that of the ffrst name Ifsted.
tn�ou9n�beioW. Secure Your Tax Records from Identity Theft
1.IMeresT,dividend,and barter exchange accounts opened befare 1984
and 6roker accouMs considered active during 1983.Y��u must give your ldentfty theft occurs when someone uses your personal fnformatfon such as your
correct TIN,but you do not have to sfyn the certfffcation. name,SSN,or other identifyiny information,without your permission,to commit
2.Interest,dividend,broker,and 6arter exchange accounts opened after fraud or other crimas.An identity thief may use your SSN to get a jab nr may file a
1983 and broker accounts considered inactive during 1983.Ynu must siyn the tax retum usfng your SSN to receive a refund.
certficatfon or backup wfthholdfng wfll apply.If you are su6ject to 6ackup To reduce your risk:
wfthholdmg and you are merely provfdfny your corrert TIN to the requester,you .Protect your SSN,
m«st crnss aut item 2 in the r.ertificatian before signing the form.
•Ensure your employer is protecting your SSN,and
3.Real estate transactions.You must sign the certification.You may crass out
ftem 2 of the certfffcation. •Be careful when choasfng at�c preparer.
4.Other paymerrts.You must give your carrect TIN,6ut you do nnt have to sign If your tax records are affected 6y identity theft and you receive a natice from
the certification unless ynu have been notified that you ha��e praviowly given an the IRS,respond nght away tothe name and phone number pnnYed on the IRS
mcorrect TIN."Other payments"mdude payments made fn the course af the nofice or letter.
requester's trade or busfness for rerrts,royaftfes,goods(other than bflls for If your tax records am not currantly affected 6y identity theft but you think you
merchandise),medical and health care services(including payments ta are at nsk due to a lost or stolen purse or wallet,questfonable credit card actfvfty
corporations),payments to a nonemployee for servir.es,payments made in or credit repnrt,contact the IRS Identfty Theft Hotlfne at 1-800-908-4490 or submft
settlement nf payment card and thfrd party networktransacfions,payments to Farm 14039.
certain fishing baat r,rev✓members and fishermen,and grass pror.eeds paid ta For more fnformation,see Publfcatfon 4535,Identity Theft Preventfon and Uctfm
attorneys{including payments to corporatinns). Assfstance.
5.Mortgage interest paid 6y you,acquisition or abandonment of secured Victims af identity theft vdho are experiencing economfc hann or a system
property,cancellation of debt,qualified tuition program payments(under probfem,or are seeking help in resolving ta�c�roblems that have not been resolved
section 529�,IRA,Coverdell ESA,Archer MSA or HSA coMributions or through normal channels,may 6e eligfble for Taxpayer Advocate Service(TAS)
distributions,and pension distributions.You must yfve your correct TIN,but you assfstance.You can reach TAS by callfng the TAS toll-free case fntake Ifne at
do not have to sign the certiffcatfon. �-g77-�77�77g ar TTY/TDD 1-800-829-4059.
What Name and Number To Give the Requester Protectyourselffrom suspicious emails or phishing schemes. Phfshfng fs the
creatfon and use of email and websftes designed to mfmfc legftfmate 6usfness
For this type of accouM: Give name and SSN of: emails and websites.The most common act is sendiny an email ta a user falsely
claiming to be an established leyitimate enterprise in an attempt to scam the user
1.Individual The individual fnto surrendenng pnvate frrformatfon thatwill be used for fdenfity theft.
2.Two or more individuals(joint The actual owner of the account or, The IRS does not initiate contacts with taxpayers via emails.Also,the IRS does
account) ff combfned funds,the first not raquest persanal detailed information through email ar ask taxpayers for the
individual on the account� PIN numbers,passwords,or simflar secret access fnformatfon for thefr credd card,
3.Custodfan account of a mmnr The mfnor' bank,or other financfal accounts.
(Uniform Gift ta Minors Act) If you receive an unsolicited email claiming to be from the IRS,farward this
4.a.The usual revocable savings The grantor-trusYee' massage to phlshLigC�frs.gov.You may also repor[mfsuse ofthe IRS name,logo,
trust(grantor is alsotrustee) or other IRS property tothe Treasury Inspector General for Tax Admfnfstration
6.So-called trust account that is �e actual owner' (fIGTA)at 1-800-366-4454.You can farward suspiciaus emails ta the Federal
not a legal or valfd trust under Trade Commission at:sparr�uce.gov or cantar,t them at w�vw.ftr.yov/idtheft or
state I aw 1-877-IDTHEFT(1-877-438-4338).
5.Sole propnetorship or disregarded The owner' Visit IRS.go��ta leam mare about identity theft and how to reduce your risk.
entity awned by an individual
6.Grantor trust ffling under Optional The grantor'" PI'IVBC�/ACt NOtIC@
Form 1099 Filing Method 1 (see
Regulatians section 1.671-4{b){2)(i) Secfion 6109 ofthe Intemal Revenue Code reqwres you to provfde your correct
�q�� TIN to persons(fndudfng federal agencfes)who are requfred to file fnformatfon
returns with the IRS to report interest,dividends,or certain other income paid to
For this type of accouM: Give name and EIN ofi you;mortyage intera,st ynu paid;the acquisition ar abandonment of secured
7.Disregarded entity not owned by an The owner property;the cancellatfon af debt;or contnbutfons you made ta an IRA,Archer
fndfvfdual MSA,or HSA. The person collectfng thfs form uses the mformatfon on the form to
8.A valid trust,estate,or pensfon trust Legal entity° file information returns with the IRS,reportfng the a6ove infonnatfon.Routine uses
of this fnformatfon fnclude gfving ft to the Department of Justfce for cfvfl and
9.Corporatfon or LLC elec5ng The corporatfon crimfnal litfgation ar�d to cities,states,the District of Cnlum�ia,and U.S.
corporate status on Form 8832 or commonwealths and possessfons for use in adminfstenng thefr laws.The
Form 25a3 fnYormafion also may be dfsdosed to other countnes under a treaty,to federal and
10.Association,clut�,religious, The organization state agencies to enfarce civil and criminal laws,or to federal law enfarcement and
charitabls,educatianal,or other tax- intelligence agencies to combat terrorism.You must provide your TIN whether or
exempt organfzation not you are requfred to file a tax retum.Under sectfon 3406,payers must generally
11.Partnership or mutti-member LLC The partnershfp wfthhold a percentage of taxable interest,dfvidend,and certafn other payments to
a payee who does not give a TW to the payer.Certain penalties may also apply for
12.A 6roker or registered nominee The 6roker or nomfnee providing false or fraudulent information.
13.Accaunt with the Department af The public entity
Agnculture fn the name of a pubfic
entity(such as a state nr Inr.al
government,school district,or
pnson)that recefves agncuftural
program payments
14.Grantor trust filing under the Farm The trust
1041 Filiny Method or the Optional
Form 1099 Filfng Method 2(see
Regulationssection 1.671-4(b)(2)(i)
�B))
'List flrst and cirde[he nam e of the person whose num ber you fi�mish.If only�ne person on a
joint account has an SSN,that person's number must be furnished
2 circ�e the minor's name and tumish the minor's ssrd PaC�(@t Pg. 474