Cities Index.
Agenda packet

Carpinteria City Council
February 26, 2024

Document
Agenda packet
Meeting
February 26, 2024
Body
Carpinteria City Council
Pages
38
Original file
15.5 MB
Text extracted from the city's file for reading and search. Open the original on carpinteriaca.api.civicclerk.com. That file is the official record.

City of Carpinteria
City Council Regular Meeting Agenda
Monday, February 26, 2024
Council Chamber, 5775 Carpinteria Avenue, Carpinteria, CA 93013 5:30 p.m. Regular Meeting
In-Person and Virtual Participation Options
Attendance/Viewing Options:
• Attend the in-person meeting in City Council Chambers at City Hall (5775 Carpinteria Ave.).
• View the meeting live through the City’s website https://carpinteriaca.gov/cityhall/agendas-meetings/). • View the meeting on Government Access Television Channel 21 (broadcast live and rebroadcast on the Wednesday and the Saturday following the meeting at 8:00 p.m. and 5:00 p.m., respectively).
• Call 669-900-9128 (and enter Webinar ID 889 0390 2262) to listen to the meeting. • Join the City’s Zoom webinar by CLICKING HERE. Alternatively, you can join the Zoom webinar by logging on to www.zoom.us, downloading the application, selecting “Join Meeting”, and entering Webinar ID 889 0390 2262. • Spanish interpretation will be available at the in-person meeting and through the City’s Zoom webinar.

Public Comments
• Provide a live public comment in City Council Chambers at City Hall (5775 Carpinteria Ave.).
• Provide a live comment through the City’s Zoom webinar platform (through the link provided above). To make public comments through this platform please use the “raise your hand” feature to notify staff that you would like to make a public comment during designated public comment times. Once it is your turn to provide a public comment, staff will unmute your microphone and you will be given a designated amount of time to provide your comment. At the end of your comment, staff will once again mute your microphone.
• Submit a written comment (as either a general public comment or on a specific agenda item) to be distributed to Council Members by 12:00 P.M. on the day of the meeting by either submitting your comment via (1) email to [email protected], or (2) the eComment link on the City's agenda website available at https://carpinteriaca.gov/city-hall/agendas-meetings/.

City Council Regular Meeting Agenda
February 26, 2024

Page 2 ends

Please reference the agenda item to which your comment pertains. Although written comments become part of the record, they will not be read aloud at the meeting.

Please note that the City will make every effort to make the meeting accessible virtually; however, if one of the above virtual attendance/viewing or public comment options is unavailable due to technological issues, you are invited to take advantage of one of the other participation options outlined above (including attending and providing public comment in-person in the City Council Chambers). Additional options may be made available at the meeting.

Levine Act Warning
Applicants and their agents before the City Council are subject to the campaign disclosure provisions detailed in Government Code Section 84308. No City Council Member may accept, solicit, or direct a contribution of more than $250 from any party or agent for 12 months following the date a final decision is rendered by the City. This prohibition commences when an application has been filed, or the proceeding is otherwise initiated.

A party to a City proceeding—which includes both applicants and agents—shall disclose on the record of the proceeding any contribution of more than $250 made to any Council Member by the applicant or agent, during the preceding 12 months. No party to a City proceeding, or agent, shall make a contribution to a Council Member during the proceeding and for 12 months following the date a final decision is rendered by the City.

Prior to rendering a decision on a City proceeding, any Council Member who received contribution of more than $250 within the preceding 12 months from any party, or agent, to a proceeding shall disclose that fact on the record of the proceeding, and shall be disqualified from participating in the proceeding. However, if any Council Member receives a contribution that otherwise would require disqualification, and returns the contribution within 30 days of knowing about the contribution and the relevant proceeding, the Council Member shall be permitted to participate in the proceeding. If you believe that these provisions apply to you or a Council Member, please inform the City Clerk at the earliest possible opportunity. Failure to do so may affect the City’s ability to process your application.

CALL TO ORDER

ROLL CALL

PLEDGE OF ALLEGIANCE
COUNCILMEMBER(S) REQUEST FOR REMOTE PARTICIPATION UNDER AB 2449:

The City Council may consider Councilmember(s) request to participate in the meeting remotely under the regulations of AB 2449 by making the necessary findings and voting on whether the Councilmember(s) may participate remotely.

City Council Regular Meeting Agenda
February 26, 2024

Page 3 ends

AGENDA MODIFICATIONS: The City Council may modify the regular agenda by tabling items, adding urgency items to the agenda, or changing the order in which items are considered. Changes to the Consent Calendar are considered at the time the Consent Calendar is considered.

INTRODUCTIONS, PROCLAMATIONS AND PRESENTATIONS:

1. Proclamation Designating the Month of March 2024 as “Women’s History Month”. (Requires approval prior to presentation of proclamation.)

2. Proclamation Designating Thursday, March 7, 2024 as California Arbor Day in the City of Carpinteria. (Requires approval prior to presentation of proclamation.)

PUBLIC INFORMATION REPORTS AND ANNOUNCEMENTS
This may include updates on law enforcement activity within the City from a Sheriff’s Office representative.

CITY MANAGER’S REPORT
The City Manager will report to the City Council regarding various City and/or community events and/or matters of interest. There will be no City Council discussion except to ask questions or refer matters to staff; and no action will be taken unless listed on a subsequent agenda or as otherwise specified below.
a. Senior Services Programming
b. City Employee Updates
c. Updates on Capital Improvement Projects
d. Updates on Development Applications
e. Other City/Community Updates
PLANNING COMMISSION ACTIONS: NONE
The City Council may vote to appeal a decision of the Planning Commission to itself by majority vote (CMC 14.78.040(2)).

PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA
This is a time for public comments on matters not otherwise on the agenda but within the subject matter jurisdiction of the City Council. The Mayor may establish reasonable regulations for public comment based on the time available and/or the number of persons waiting to speak. Typically, the Council’s practice has been to limit each speaker to three minutes. The audio-visual system in the Council Chamber is not available for speaker use during the general Public Comment period.

City Council Regular Meeting Agenda
February 26, 2024

Page 4 ends

The City and the City Council are not responsible for the content of statements made during the public comment period, or the factual accuracy of any such statements.

CONSENT CALENDAR: Items on the consent calendar are considered to be routine and are normally enacted by one unanimous vote of the Council. If you wish to speak on a consent calendar item please do so during the public comment period provided at the beginning of this item.

3. Approve the minutes of the regular meeting held February 12, 2024.

4. Receive and file the Expenditures for the period beginning February 5, 2024 and ending February 16, 2024.

5. Receive and file the Report of Contracts Executed by the City Manager for the Period of January 16, 2024 through February 19, 2024.

6. Receive and file the Monthly City Treasurer’s Report on Compliance with Statement of Safekeeping and Investment of Public Funds for January 2024.

7. Adopt Ordinance No. 777 (second reading), amending Carpinteria Municipal Code Section 2.52 pertaining to abandoned and unattended personal property. (This motion requires a roll call vote.)

8. Adopt Resolution No. 6291, amending Resolution No. 6152 regarding the City Manager’s Designation of a City Manager Pro Tempore during periods of time when the City Manager makes such designations.

ADMINISTRATIVE MATTERS:

9. Agreement with West Coast Arborists, Inc. for Tree Maintenance Services.

Recommendation: Authorize the City Manager to execute a five-year Agreement with West Coast Arborists, Inc. for tree maintenance services in an amount not-toexceed $537,586. (This motion requires a roll call vote.) Staff Presenter: John L. Ilasin, Public Works Director
a. Staff Report
b. Public Comment
c. City Council Determination
PUBLIC HEARING: NONE
City Council Regular Meeting Agenda
February 26, 2024

Page 5 ends

CONSIDERATION OF ANY ITEMS REMOVED FROM CONSENT CALENDAR

AND/OR OTHER AGENDA ITEMS REQUESTED TO BE ADVANCED
MATTERS CONTINUED FROM PREVIOUS MEETINGS: NONE
OTHER BUSINESS:

10. Commend Carpinteria Volunteer of the Year nominees for their service in 2023 and select one nominee as the Volunteer of the Year to be awarded at the Carpinteria Community Association’s Community Awards Banquet.

Recommendation: (1) Commend Carpinteria Volunteer of the Year nominees for their service in 2023 and select a Volunteer of the Year recipient and (2) Direct City staff to prepare a Resolution for the Volunteer of the Year awardee to be adopted at a future City Council meeting.

Staff Presenter: Olivia Uribe Mutal, Program Manager
a. Staff Report
b. Public Comment
c. City Council Determination

11. Consideration of potential priorities / tactical deliverables and measures and metrics to support City Council adopted goals for the Fiscal Year 2024-25 Annual Work Plan.

Recommendation: Receive presentation and approve potential priorities / tactical deliverables and measures and metrics to support City Council adopted goals for the Fiscal Year 2024-25 Annual Work Plan.

Staff Presenter: Michael Ramirez, City Manager
a. Staff Report
b. Public Comment
c. City Council Determination
LEGISLATIVE UPDATE: The City Council will discuss local, state and/or federal legislation under consideration and decide whether to direct staff to place a matter(s) on a future City Council agenda for consideration.

COMMITTEE REPORTS, INQUIRIES AND OTHER MATTERS PRESENTED BY

COUNCILMEMBERS
Informational reports from Councilmember representatives on the committees, commissions and organizations listed below. This is also an opportunity for City Council Regular Meeting Agenda
February 26, 2024

Page 6 ends

Councilmembers to request information from staff or seek support from fellow Councilmembers for future agenda items.

1. Appointees to Other Government Agencies
a. Beach Erosion Authority for Clean Oceans and Nourishment (BEACON) (Solórzano/Alt. Clark)
b. California Joint Powers Insurance Authority (CJPIA) (Clark/Alt. Alarcon) c. Santa Barbara County Association of Governments (SBCAG)(Clark/Alt.

Nomura)
d. Santa Barbara County Air Pollution Control District (APCD)(Clark/Alt.

Nomura)
e. Central Coast Community Energy (3CE) (Nomura/Alt. Goleta) f. Santa Barbara Mosquito and Vector Management District (Joe Franken) g. Santa Barbara Metropolitan Transit District (Solórzano)

2. Regional Committees
a. Channel Counties Division, League of California Cities (Nomura/Alt.

Alarcon)
b. Santa Barbara Joint Affordable Housing Task Group (Alarcon & Solórzano) c. Santa Barbara County Elected Leaders Forum to Address Homelessness (Clark/Alt. Alarcon)
d. South Coast Youth Safety Partnership (Solórzano/Alt. Lee) e. Multijurisdictional Solid Waste Task Group (Lee/Alt. Alarcon)

3. Joint and Standing Committees
a. City Council/Economic Vitality Committee (Alarcon & Lee) b. City Council/Public Safety Committee (Clark & Nomura) c. City Council/School Board Committee (Lee and Alarcon) d. City Council/Utilities Committee (Lee & Nomura)
e. City Council/First District Supervisor Committee (Lee & Solórzano) f. City Council Finance/Budget Committee (Alarcon & Clark) g. Transportation Committee (Lee & Clark)
h. Development Review Committee (Joint Committee membership from City Council, Planning Commission and Architectural Review Board) (CC: Clark & Nomura) (PC: To Be Selected by Planning Commission) (ARB: Stein & O’Connor)
i. General Plan and Coastal Plan Update Committee (Joint Committee membership from City Council and Planning Commission) (Lee & Clark) (PC: Benefield and Salant)
j. Public Facility Site Acquisition/Development Committee (Clark & Nomura) k. City Council Boards, Commissions and Committees Interview Committee (Clark & Nomura/ Alt. Lee)
City Council Regular Meeting Agenda
February 26, 2024

Page 7 ends

l. Sustainability Committee (Nomura & Solórzano)

4. Ad Hoc Committees
a. Senior Services Planning Committee (Lee & Solórzano) b. Civic/Youth Engagement Committee (Lee & Nomura)
c. City Council Housing Element Committee (Clark & Nomura) d. Harbor Seal Advisory Committee (Solórzano & Alarcon) e. Appointment Process Committee (Alarcon & Clark)

5. Appointed Representatives to Area Boards & Committees a. Community Media Access Center (Gary Dobbins)
b. County Library Advisory Committee (Gail Marshall)

ATTENDANCE OF COUNCILMEMBERS FOR FUTURE MEETINGS

ADJOURNMENT
The next regular City Council meeting will be held March 11, 2024 at 5:30 p.m.

In compliance with the Americans with Disabilities Act, if you need assistance to participate in this meeting, please contact the City Clerk's Office at (805) 755-4403 or the California Relay Service at (866) 735-2929. Notification two business days prior to the meeting will enable the City to make reasonable arrangements for accessibility to this meeting.

Materials related to an agenda item submitted to the City Council after distribution of the agenda packet are available for public review at the City Clerk's Office, located at 5775 Carpinteria Avenue, Carpinteria, CA 93013 or by going to the City’s website at https://carpinteriaca.gov/city-hall/agendas-meetings/.

This agenda was posted on Wednesday, February 21, 2024, in the City Clerk's Office, on the City Hall Public Notices Board, and on the Internet.

PROCLAMATION

A PROCLAMATION OF THE CITY COUNCIL OF

THE CITY OF CARPINTERIA
DESIGNATING THE MONTH OF MARCH 2024 AS
"WOMEN'S HISTORY MONTH"
WHEREAS, March is nationally recognized as Women's History Month; and WHEREAS, the City of Carpinteria is proud to join in the nation's celebration of "Women's History Month," and
WHEREAS, the Carpinteria Woman's Club is dedicating the month of March, 2024 to showcase diverse and comprehensive programming to educate, elevate and celebrate the achievements, courage, and strength of "Women Making Change", to honor the women who fought to win suffrage rights for women and the bravery of Black women who fought for decades after to exercise their right to vote, and to support the continuing efforts of women in upholding voting and human rights for all Americans; and WHEREAS, we recognize March 8
th as International Women's Day, a global day
celebrating the social, economic, cultural and political achievements of women; and WHEREAS, women of every race, class, and ethnic background have made historic contributions to our Nation and community in countless recorded and unrecorded ways; and
WHEREAS, women have played and continue to play critical economic, cultural, and social roles in every sphere of life by constituting a significant portion of the labor force working inside and outside of the home; and
WHEREAS, women have also played a unique role throughout history by providing the majority of the volunteer labor force of the city; and
WHEREAS, women were particularly important in the establishment of early charitable, phi/anthropic, and cultural institutions in our cities; and WHEREAS, women of every race, class, and ethnic background served as early leaders in the forefront of every major progressive social change movement; and WHEREAS, women have served our country courageously in the military; and WHEREAS, women have been leaders, not only in securing their own rights of suffrage and equal opportunity, but also in the abolitionist, emancipation, labor, civil rights, and other movements, including the #Me Too and Equal Rights Amendment efforts; and WHEREAS, despite these contributions, the role of women in history has often been overlooked and undervalued.

NOW, THEREFORE, the City Council of the City of Carpinteria does hereby proclaim March 2023 as "WOMEN'S HISTORY MONTH" in the CITY OF CARPINTERIA.

IN WITNESS WHEREOF, the Mayor hereunto set their hand and caused the official seal of the City of Carpinteria, California to be affixed this 26 th day of February, 2024.

ATTEST: Al Clark, Mayor
~,"tT,,.,.~li>" City of Carpinteria
-------
.... r-'"'1U, _- __ -_-_ AV,\~~· Brian C. Barrett, CMG, CPMC City Clerk, City of Carpinteria

PROCLAMATION

A PROCLAMATION OF

THE CARPINTERIA CITY COUNCIL
DESIGNATING THURSDAY, MARCH 7, 2024

AS CALIFORNIA ARBOR DAY

IN THE CITY OF CARPINTERIA
WHEREAS, in 1872, the first Arbor Day was observed in Nebraska as a special day set aside for the planting of trees and to recognize the importance of trees in our daily lives; and
WHEREAS, Thursday, March 7, 2024 has been designated as California Arbor Day and Friday, April 26, 2024 as National Arbor Day; and WHEREAS, the City of Carpinteria recognizes the importance of trees in our daily lives as a source of beauty and comfort in the community by improving neighborhood appearance, creating a better living environment, affecting the weather by providing shade, heat reflection and wind protection, and improving air quality and contributing to energy conservation; and
WHEREAS, the City of Carpinteria has established numerous policies and regulations concerning the protection of trees, including, but not limited to, Carpinteria Municipal Code 12.28.080, which establishes the Tree Advisory Board to act in an advisory capacity to the City Council, City Manager and City staff in the administration of the various provisions concerning street trees.

NOW, THEREFORE, I, Al Clark, on behalf of the Carpinteria City Council, do hereby proclaim Thursday, March 7, 2024, as "CALIFORNIA ARBOR DAY" in Carpinteria and urge all citizens to recognize the importance of trees.

IN WITNESS THEREOF, I have hereunto set my hand and caused the official seal of the City of Carpinteria, California, to be affixed this 26th day of February, 2024.

Al Clark, Mayor
City of Carpinteria
ATTEST:

Brian C. Barrett, CMC, CPMC
City Clerk, City of Carpinteria

MEMORANDUM
Council Meeting Date: February 26, 2024
To: Honorable Mayor and City Council
From: Michael Ramirez, City Manager
Subject: City Manager’s Report

SENIOR SERVICES PROGRAMMING
See recruitment information below.

CITY EMPLOYEE UPDATES
Recruitments
Below is a list of current recruitments for full-time positions. Additional information, including part-time positions, are available at https://carpinteriaca.gov/city-hall/humanresources/ • Assistant City Manager
o First round of interviews scheduled for 2/29.
• Parks, Recreation, and Community Services Director (Conducted by Bob Murray & Associates)
o Open Now
o Filing deadline: March 1, 2024
o Current number of applications received: 58
• Recreation and Community Services Coordinator
o Interviews conducted 2/13/24.
o Selection made: Congratulations to Jena Jenkins!
• Aquatics Superintendent
o Total applications received: 8
o Human Resources (HR) currently screening applications. o Interviews: Delayed until early to mid-March

UPDATES ON CAPITAL IMPROVEMENT PROJECTS
No updates

UPDATES ON DEVELOPMENT APPLICATIONS
No updates

OTHER CITY/COMMUNITY UPDATES
Carpinteria Bluffs Nature Preserve
On December 6, 2023, representatives from The Land Trust for Santa Barbara County, The Citizens for the Carpinteria Bluffs, Carpinteria Open Space Management Board, and City staff conducted the annual site visit at the bluffs to monitor the conditions and maintenance needs of the bluffs. The resulting report reflected that the easement area appeared to be in good shape and no violations were observed during the visit. One item that was identified in need of attention was the eucalyptus grove area close to Bob’s Trail. The report recommended pruning of the understory of those trees. The Santa Barbara Land Trust provides an annual disbursement from the Carpinteria Bluffs Endowment Fund to the City, and we are happy to report that part of those funds were utilized to resolve this maintenance need at the Bluffs. The pruning of the understory of those eucalyptus trees was completed the first week February. The resulting woodchips will be repurposed to replenish the coastal trail segment behind the S & S Seeds property in the upcoming weeks.

Winter El Niño Update
The City Manager, or their designee, will provide information on recent storm events, current forecasts, and County and/or City preparations and response. 2023 Pavement Maintenance and Rehabilitation Project- Public Workshop A Public Workshop was conducted on February 21, 2024, in Council Chamber. The purpose of the workshop was to provide education to and seek input from those properties (i.e., residents, tenants, occupants) that directly front the streets of the proposed improvements. The general scope of work includes pavement maintenance and rehabilitation, pedestrian facility upgrades (e.g., curb ramps and sidewalks) as needed for compliance with the Americans with Disabilities Act (ADA), and drainage improvements. The objective of this project is to both rejuvenate pavement and rehabilitate pavement using technologies and material recycling techniques that lower greenhouse gas emissions and reduce the cost of pavement maintenance through material choice and construction methods, and to provide for ADA accessibility upgrades.

City of Carpinteria
City Council Minutes
Regular Meeting
Monday, February 12, 2024
In-Person and Virtual

CALL TO ORDER
Mayor Clark called the meeting to order at 5:30 pm.

ROLL CALL
Councilmembers present: Councilmember Roy Lee
Councilmember Wade T. Nomura
Councilmember Mónica J. Solórzano
Vice Mayor Natalia Alarcon
Mayor Al Clark
Staff members present: Michael Ramirez, City Manager
Jena Shoaf Acos, on behalf of Brownstein Hyatt Farber
Schreck, LLP acting as City Attorney of the City
of Carpinteria
Sydne Rennie, on behalf of Brownstein Hyatt Farber
Schreck, LLP acting as City Attorney of the City
of Carpinteria (present via Zoom)
Brian C. Barrett, City Clerk
Teresa Ilasin, Management Analyst II
Nick Bobroff, Community Development Director
John L. Ilasin, Public Works Director
Stephon Downes, Management Analyst I
Mindy Fogg, Principal Planner
Aida Thau, Management Analyst II
Josefina Arechiga, Assistant Engineer

PLEDGE OF ALLEGIANCE
Mayor Clark led those present in the salute to the flag.

COUNCILMEMBER(S) REQUEST FOR REMOTE PARTICIPATION UNDER AB 2449:

There were no Councilmember requests for remote participation under AB 2449.

City Council Regular Meeting Minutes
February 12, 2024

Page 2 ends

AGENDA MODIFICATIONS: NONE
INTRODUCTIONS, PROCLAMATIONS AND PRESENTATIONS:

1. Presentation of Proclamation Designating February 2024 as Black History Month. (Proclamation previously approved at January 22, 2024 Council meeting.) There was no public comment.

Mayor Clark and the Council presented the proclamation to Dianne Travis-Teague with Pacifica Graduate Institute who provided remarks.

2. Resolution No. 6289, Congratulating Contract Building Inspector Roy W. Harthorn on His Retirement and Commending and Thanking Him for 26 Years of Loyal and Dedicated Service to the City of Carpinteria. (Requires approval prior to presentation of resolution.)
Speakers in-person: Dave Durflinger
Motion by Councilmember Nomura, seconded by Councilmember Lee, to adopt Resolution No. 6289. Upon voice vote, the motion carried unanimously.

Mayor Clark and the Council presented Resolution No. 6289 to Mr. Harthorn who provided remarks.

3. Plaque Honoring Former City Manager Dave Durflinger’s Service.

City Manager Ramirez reported on the plaque unveiling ceremony held in front of the flag pole at the main entrance to City Hall earlier this afternoon to recognize former City Manager Dave Durflinger’s service and he showed a photo from the event.

4. Presentation of Employee Service Awards.

Management Analyst II Ilasin recognized the following employees for their years of service to the City:

Five-Year Recognition
• Dan Chepley, Chief Building Inspector
• Tim Gray, Maintenance Worker II
• Robert Howard, Public Works Supervisor
• John Ilasin, Public Works Director
• Licette Maldonado, Administrative Services Director
• Henry Menendez, Code Compliance Officer II
• Maria Olivas, Office Assistant II
City Council Regular Meeting Minutes
February 12, 2024

Page 3 ends

• Marysol Smith, Associate Planner
Ten-Year Recognition
• Brian Barrett
• Erin Maker
Fifteen-Year Recognition
• Nick Bobroff, Community Development Director
• Manny Gonzalez, Senior Parks and Facilities Maintenance Technician • David Hernandez, Code Compliance Supervisor
• David Huff, Public Works Lead
• Anthony Vega, Maintenance Worker II
Thirty-Five Year Recognition
• Lorena Esparza, Administrative Assistant II
City Manager Ramirez handed out service awards to recognized employees except for Henry Menendez who was unable to attend.

TEMPORARY ADJOURNMENT FOR THE PURPOSE OF HOLDING THE MONTHLY

MEETING OF THE CARPINTERIA LIBRARY BOARD OF TRUSTEES
Mayor Clark temporarily adjourned the meeting at 6:05 pm.

RECONVENE THE REGULAR MEETING OF THE CITY COUNCIL
Mayor Clark reconvened the meeting at 6:37 pm.

PUBLIC INFORMATION REPORTS AND ANNOUNCEMENTS
Lieutenant Butch Arnoldi with the Santa Barbara County Sheriff’s Department provided an update on crime in the City.

CITY MANAGER’S REPORT
a. Senior Services Programming
City Manager Ramirez reported on the Senior Barn Dance. b. City Employee Updates
City Manager Ramirez provided an update on the following recruitments: Assistant City Manager; Parks, Recreation and Community Services Director; Recreation and Community Services Coordinator; and Aquatics Superintendent.

City Council Regular Meeting Minutes
February 12, 2024

Page 4 ends

c. Updates on Capital Improvement Projects
None.
d. Updates on Development Applications
None.
e. Other City/Community Updates
City Manager Ramirez reported on the Junior Lifeguards Program, the Annual Work Plan Meeting #2 scheduled on February 26th, and the tree removal on the 5700 block of Via Real.
f. Planning Commission Actions – City Council may vote to appeal a decision of the Planning Commission to itself by majority vote (CMC 14.78.040(2)) Councilmember Solórzano recused herself on the Planning Commission Actions due to her residence being within 500 feet of the project voted on at the February 5, 2024 Planning Commission meeting and left the Council Chambers at 6:50 pm.

Community Development Director Bobroff reported on the Planning Commission actions from its meeting of February 5th.

Speakers in-person: Amrita Salm and Mike Wondolowski representing the Carpinteria Valley Association
Speakers via Zoom: Brad Stein
Motion by Councilmember Lee, seconded by Councilmember Nomura, for the City Council to appeal the decision of the Planning Commission at its meeting of February 5, 2024 regarding the 4745 Carpinteria Avenue Mixed Use Development Project. Upon voice vote, the motion carried unanimously with Councilmember Solórzano absent due to her recusal.

Community Development Director Bobroff announced that staff would prepare the staff report packet and return to an upcoming Council meeting.

Councilmember Solórzano returned to the dais at 7:10 pm.

PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA
Speakers in-person: Will Carleton, Ron Seigel (was not present to speak), Stephen Marcussen, Rick Olmstead, Nick Boden, Davis Mersereau, and Luci Rogers City Council Regular Meeting Minutes
February 12, 2024

Page 5 ends

Emails distributed: Amber Kaplan representing the Library Advisory Commission Community Development Director Bobroff responded to Mr. Boden’s comments regarding the process and timeline for his project on Linden Avenue. He also responded to Mr. Carleton’s comments regarding the Rincon Multi-Use Trail Project and Mr.

Marcussen’s comments regarding live entertainment and live music.

City Manager Ramirez also responded to Mr. Marcussen’s comments regarding live entertainment, live music, and anonymous service requests.

Mayor Clark recessed to a break at 7:41 pm and reconvened the meeting at 7:47 pm.

CONSENT CALENDAR:

There was no public comment.

Motion by Councilmember Lee, seconded by Councilmember Nomura, to approve the Consent Calendar Item Nos. 5 through 6. Upon voice vote, the motion carried unanimously.

5. Approve the minutes of the regular meeting held January 22, 2024 and the special meeting held January 29, 2024.

6. Receive and file the Expenditures for the period beginning January 15, 2024 and ending February 2 , 2024.

ADMINISTRATIVE MATTERS:

7. Accept Proposal from VIDIFLO, LLC in the Amount of $32,221.37 for Replacement of the Government Access Television (GATV) Equipment.

Recommendation: Accept Proposal from VIDIFLO, LLC in the amount of $32,221.37 for replacement of the Government Access Television (GATV) equipment. (This motion requires a roll call vote.)
City Clerk Barrett presented the staff report.

There was no public comment.

Motion by Councilmember Nomura, seconded by Councilmember Solórzano, to accept the proposal from VIDIFLO, LLC in the amount of $32,221.37 for the replacement of the Government Access Television (GATV) equipment. The roll call vote on the motion was as follows:

AYES: Councilmember Lee, Councilmember Nomura, Councilmember Solórzano, City Council Regular Meeting Minutes
February 12, 2024

Page 6 ends

Vice Mayor Alarcon, and Mayor Clark
NOES: None
ABSENT: None
ABSTAIN: None
The motion carried unanimously.

8. Request Letter to Cox Communications to Provide Public, Education, and Government (PEG) Channels in Hi-Definition (HD).

Recommendation: Approve and authorize the Mayor to sign a letter to COX Communications requesting COX provide hi-definition (HD) to public, education, and government (PEG) channels.

City Clerk Barrett presented the staff report.

There was no public comment.

Motion by Councilmember Nomura, seconded by Councilmember Solórzano, to approve and authorize the Mayor to sign and transmit a letter to COX Communications requesting COX provide hi-definition (HD) to public, education, and government (PEG) channels.

Upon voice vote, the motion carried unanimously.

PUBLIC HEARING:

9. Continuation of Public Hearing for Approval of the Measure A Five-Year Local Program of Projects for Fiscal Years 2024-25 through 2028-29.

Recommendation: Open the public hearing, receive public comment, keep public hearing open, and continue the public hearing for approval of the Measure A Five-Year Local Program of Projects for Fiscal Years 2024-25 through 2028-29 to the March 11, 2024 Council meeting.

Public Works Director Ilasin introduced Management Analyst I Downes who provided the staff report.

Mayor Clark opened the public hearing at 8:01 pm and there was no public comment.

Motion by Councilmember Solórzano, seconded by Councilmember Nomura, to continue the public hearing for approval of the Measure A Five-Year Local Program of Projects for Fiscal Years 2024-25 through 2028-29 to the March 11, 2024 Council meeting. Upon voice vote, the motion carried unanimously.

City Council Regular Meeting Minutes
February 12, 2024

Page 7 ends

10. Approval and adoption of Resolution No. 6290, establishing Renter Relocation Assistance Payment amounts for No-Fault Just Cause Evictions pursuant to Carpinteria Municipal Code (CMC) Chapter 7.04.

Recommendation: Adopt Resolution No. 6290 (Attachment A), establishing Renter Relocation Assistance Payment amounts for No-Fault Just Cause Evictions pursuant to Carpinteria Municipal Code Chapter 7.04.

Community Development Director Bobroff introduced Principal Planner Fogg who presented the staff report and PowerPoint presentation.

Mayor Clark opened the public hearing at 8:12 pm and being there was no public comment, closed the public hearing at 8:12 pm.

Motion by Councilmember Solórzano, seconded by Councilmember Nomura, to approve and adopt Resolution No. 6290, establishing Renter Relocation Assistance Payment amounts for No-Fault Just Cause Evictions pursuant to Carpinteria Municipal Code Chapter 7.04. Upon voice vote, the motion carried unanimously.

CONSIDERATION OF ANY ITEMS REMOVED FROM CONSENT CALENDAR AND/OR OTHER AGENDA ITEMS REQUESTED TO BE ADVANCED: NONE MATTERS CONTINUED FROM PREVIOUS MEETINGS: NONE
OTHER BUSINESS:

11. Approval of standardized design for single-use dog parks within the City of Carpinteria (City), including at Monte Vista Park, and associated budget appropriation.

Recommendation: Approval of a (1) standardized design for single-use dog parks within the City including for the Monte Vista Pilot Project, and (2) a budget appropriation of $12,000 from the General Fund Reserve to the Park Maintenance Fund for construction of the Monte Vista Pilot Project. (This motion requires a roll call vote.)
Management Analyst II Thau and Assistant Engineer Arechiga presented the staff report and PowerPoint presentation.

Speakers in-person: Lorraine McIntire and Van Fleisher both representing C-DOG, and Sandra Duncan
Emails distributed: Mike and Debi Stoker
City Council Regular Meeting Minutes
February 12, 2024

Page 8 ends

The City Council provided the following feedback on the fence height and the two recommended locations to consider establishing additional dedicated dog parks:

Councilmember Lee: Six foot fence; City Hall and Casitas Pass Councilmember Solórzano: Six foot fence; Casitas Pass (City Hall location not big enough)
Vice Mayor Alarcon: Six foot fence; City Hall and Casitas Pass Councilmember Nomura: Six foot fence; City Hall and Casitas Pass Mayor Clark: Six foot fence; Casitas Pass (City Hall location not big enough)
Motion by Councilmember Lee, seconded by Councilmember Nomura, to approve the standardized design for future single-use dog parks, including the design for the Monte Vista Pilot Project and authorize a budget appropriation of $12,000 from the General Fund Reserve to the Park Maintenance Fund for construction of the Monte Vista Pilot Project.

Management Analyst II Thau sought clarification if Council was approving the design for the shared (small and large dog) dog park or the separated small dog and large dog spaced dog park. The Council approved both designs.

The roll call vote on the motion was as follows:

AYES: Councilmember Lee, Councilmember Nomura, Councilmember Solórzano, Vice Mayor Alarcon, and Mayor Clark
NOES: None
ABSENT: None
ABSTAIN: None
The motion carried unanimously.

12. Approve the first reading of Ordinance No. 777, an Ordinance of the City Council of the City of Carpinteria, amending Carpinteria Municipal Code Section 2.52 pertaining to abandoned and unattended personal property.

Recommendation: (1) Approve the first reading of Ordinance No. 777, amending CMC Section 2.52, as read by title only; (2) Find that approval and adoption of Ordinance No. 777 is exempt from CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the CEQA Guidelines. (This motion requires reading of ordinance title and a roll call vote.)
Legal Counsel Acos and Rennie provided the staff report and PowerPoint presentation.

There was no public comment.

City Council Regular Meeting Minutes
February 12, 2024

Page 9 ends

Motion by Councilmember Solórzano, seconded by Councilmember Nomura, to (1) approve the first reading of Ordinance No. 777, amending CMC Section 2.52, as read by title only; and (2) find that approval and adoption of Ordinance No. 777 is exempt from CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the CEQA Guidelines.

City Clerk Barrett read aloud the ordinance title into the record.

The roll call vote on the motion was as follows:

AYES: Councilmember Lee, Councilmember Nomura, Councilmember Solórzano, Vice Mayor Alarcon, and Mayor Clark
NOES: None
ABSENT: None
ABSTAIN: None
The motion carried unanimously.

LEGISLATIVE UPDATE:

City Manager Ramirez provided the usual attachment from the League of California Cities.

Councilmember Solórzano asked if the City had sent a letter regarding the State ballot initiative. City Manager Ramirez believed a letter had been sent and noted that staff would check and let the Council know.

COMMITTEE REPORTS, INQUIRIES AND OTHER MATTERS PRESENTED BY

COUNCILMEMBERS
Councilmember Solórzano reported on her attendance at:
• Santa Barbara Metropolitan Transit District Board meeting on February 6th where the Board reviewed mid-year fiscals and second quarter performance reports; noted ridership is up
• Harbor Seal Advisory Committee meeting on January 24th where the Committee reviewed the Harbor Seal Rookery Report of 2023, talked about educational measures such as signs and the Carpinteria Seal Watch website, and discussed beach closure and protection measures
• Councilmember Solórzano was unable to attend BEACON meeting; however, Mayor Clark attended and he noted that discussion was centered on the recent storm results.

Vice Mayor Alarcon reported on her attendance at the Santa Barbara Joint Affordable Housing Task Force and the Santa Barbara County Elected Leaders Forum to Address Homelessness and she would report back at the next Council meeting.

City Council Regular Meeting Minutes
February 12, 2024

Page 10 ends

ATTENDANCE OF COUNCILMEMBERS FOR FUTURE MEETINGS
All Councilmembers are expected to be in attendance at the February 26th regular City Council meeting.

ADJOURNMENT
Mayor Clark adjourned the meeting at 9:13 pm.
__________________________
Al Clark, Mayor
ATTEST:
____________________________
Brian C. Barrett, CMC, CPMC
City Clerk
City of Carpinteria

COUNCIL AGENDA STAFF REPORT
February 26, 2024

ITEM FOR COUNCIL CONSIDERATION
Expenditures for the period beginning February 05, 2024 and ending February 16, 2024.

STAFF RECOMMENDATION
Receive and file Warrant Register for the period of February 05, 2024, through February 16, 2024, pursuant to Carpinteria Municipal Code 2.08.150(F).

DISCUSSION
As part of each regular City Council agenda, a list of all checks (attached) dispersed since the last reporting period is presented to the City Council pursuant to C.M.C.

2.08.150(F). The report is provided for City Council and public information and serves as staff's verification that the expenditures have been reviewed and are within budgeted appropriations.

FINANCIAL CONSIDERATIONS
The warrant register is designed to communicate fiscal activity since the prior reporting period.

ATTACHMENTS
Attachment A: Warrant Register for the period beginning February 05, 2024 and ending February 16, 2024.

Warrant Register
February 26, 2024
Page #2
.....

Staff contact: Brenda Robinson, Accounting Specialist Jlvt ~k If!=' (805) 755-4442, [email protected] _ ...... lJl ......_t,..,. 'JL .... ~=.e.,_-U........,,.,a~.:....:...,z'------ Signature
S
(8
t
0 a
5 ff
)
c
7 o
5 n
5 ta
-4
c
4 t:
48 Li
,
ce
Lic
tt
e
e
tt
M
eM
al
@
do
c
n
a
a
r
d
p
o
in
,
t
A
er
d
ia
m
c
i
a
n
.g
S
o
e
v
rvices Dir. ~
~
~
tr/
/4
~
• ~
,,t,
~
~
Si nature
Reviewed by: Michael Ramirez, City Manager
(805) 755-4450, [email protected]
G:\Admin Services\Staff Report\Staff Report AP.docx
Warrant Register
Carpinteria, CA
Date Range: 02/05/2024 - 02/16/2024
Vendor Number
Payable II
Bank Code: AP Bank-AP Bank
Payment Type: Regular
1GDD-KTTV-3NJV
1NQX-QCC6-61FR
1Q3W-YKHY-M3LQ
555019
555214
555251
555422
555659
555693
555855
IN2955652
528364
528377
528378
528456
528603
528607
528639
528672
528727
528751
CARP CITY JAN24 SERVICE
Vendor Name
Payable Type

AMAZON CAPITAL SERVICES INC
Invoice
Invoice
Invoice

ANIMAL MEDICAL CLINIC
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
BASIC
Invoice
CANNON
Invoice
Invoice
Invoice
Credit Memo
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Payable Description

LEGAL SIZE MANILLA FILE FOLDERS
2 36 PACKS PENS FOR CITY HALL
3 OFFICE CHAIRS, TONER, SURGE PROTECTORS
NOV23 EMERGENCY OUT OF CONTRACT VET SERVICES
NOV23 EMERGENCY OUT OF CONTRACT VET SERVICES
NOV23 EMERGENCY OUT OF CONTRACT VET SERVICES
NOV23 EMERGENCY OUT OF CONTRACT VET SERVICES
NOV23 EMERGENCY OUT OF CONTRACT VET SERVICES
NOV23 EMERGENCY OUT OF CONTRACT VET SERVICES
NOV23 DOG LICENSING ISSUANCE
02/08/2024
DEC23 MONTHLY FSA ADMIN FEE
02/08/2024
DEC23 2022 PAVEMENT REHABILITATION

CARPINTERIA VALLEY LUMBER CO

CONCRETE FOR SIGN WORK
21 PIECES 2X4 DOUGLAS FIR FOR SHOP

OUTLET CAP RETURNED

WOOD, HARDWARE FOR VETS HALL, LIBRARY SIGNS

LUBRICANT, STAPLES FOR SHOP SUPPLIES
4 EA. 4X8X12 PLYWOOD FOR SHOP
4X8 PLYWOOD FOR SHOP

TOILET REPAIR PARTS-LIBRARY, OUTLET CAP FOR SHOP
3 EA. 4X8 LUAN FOR SHOP

TURN STOPS FOR MONTE VISTA RESTROOM SINKS

CARPINTERIA VALLEY WATER DISTRICT
Invoice JAN24-WATER FOR MULTIPLE LOCATIONS
CITY OF SANTA BARBARA CD-RHMP 02/08/2024
INV0005300 Invoice FY23/24 Q2 RENTAL HOUSING MEDIATION PROGRAM 60824
60826
60832
60833
COASTAL VIEW NEWS 02/08/2024
Invoice NOTICE INVITING BIDS AD 1/18/24
Invoice ARB REVIEW CARP FARM PROJECT AD 1/18/24
Invoice SUMMARY OF ORD 776 AD 1/25/24
Invoice NOTICE OF PUBLIC MEETING AD 1/25/24
COUNTY SANITATION COMPANY INC STEWARTS & SELZER PLI 02/08/2024 Invoice
Invoice
INV0005301

DAVID HUFF
Invoice
Payment Date Payment Amount Number
02/08/2024
02/08/2024
02/08/2024
02/08/2024
DEC23 SKATE PARK CATCH BASIN CLEAN OUT 12/28/23
DEC23 ASH STREET BERM CLEAN-UP 12/28/23
02/08/2024

BOOT INSERT REIMBURSEMENT
2,115.45 102948
593.26 102949
127 .00 102950
10,832.81 102951
780.03 102952
15,155.66 102953
4,507.75 102954
1,115.00 102955
3,200.00 102956

48.44 102957
EVERSHADE EXTERIOR CLEANING SOLUTIONS 02/08/2024 475.00 102958 Invoice JAN24 CLEANING OF TRASH CANS AT CARP & LINDEN AVE FRONTIER COMMUNICATIONS 02/08/2024 157.61 102959
FEB24 209-188-2500-061589-5 Invoice

GILBERT PUNSALAN
FEB24 PHONE & INTERNET - LG TOWER
02/08/2024 95.00 102960
INV0005302 Invoice PETTY CASH REPLENISHMENT 2/8/24
GRAINGER 02/08/2024 209.24 102961

Page 1 ends

9963928305
9965930119
9968292137
Invoice
Invoice
Invoice

PLUG-IN TRANSFORMER FOR VIOLA FIELD RESTROOM

CHROME SOCKETS, PAPER TOWEL DISPENSERS VETS HALL

CHROME SOCKETS, PAPER TOWEL DISPENSERS VETS HALL
HAAKER EQUIPMENT COMPANY 02/08/2024 11,772.00 102962
Invoice 12/20/23-1/16/24 HAAKER STREET SWEEPER RENTAL
IMPULSE ADVANCE COMMUNICATIONS 02/08/2024 1,647.89 102963 Invoice MAR24 PHONE SERVICES
JUAN O'S MOBILE REPAIR 02/08/2024
Invoice BEACH TRACTORS 1 & 2 TUNE UP 1/8/24
Invoice JOHN DEERE TRACTOR TUNE UP 1/9/24
LASH CONSTRUCTION INC 02/08/2024
Invoice PAY REQUEST - SKATE PARK
LAWSON PRODUCTS INC 02/08/2024
9311227692 Invoice HARDWARE FOR INVENTORY
LEAGUE OF CA CITIES 02/08/2024
1820
INV-11799-B1R9L6
JAN24 9800 338916 4
520880085
520880086
520902639
520922834
520922836
PC010441460
43387
43623
43693
137684710-001
JAN24 700201069122
JAN24 700230547624
JAN24 700247140684
JAN24 700255596559
JAN24 70026659490
JAN24 700274833982
JAN24 700291369452
JAN24 700465507084
JAN24 700477662295
JAN24 700525378417
JAN24 700604790697
JAN24 006 514 2700 7
Invoice
Invoice
LOWE'S
Invoice
MEMBERSHIP DUES FOR CHANNEL COUNTIES DIVISION 2024
MEMBERSHIP DUES FOR CALENDAR YEAR 2024
02/08/2024
JAN24 CARD PAYMENT

MISSION UNIFORM SERVICE
Invoice
Invoice
Invoice
Invoice
Invoice
MUNICIPAL MANAGEMENT ASSOCIATION OF SOUTHERN CAL 02/08/2024 Invoice

NEW BEGINNINGS COUNSELING CENTER
Invoice

QUINN COMPANY
Invoice

ROADLINE PRODUCTS INC USA
Invoice
MAT REPLACEMENT, UNIFORM CLEANING 1/22/24
TOWEL & MAT REPLACEMENT-CITY HALL 1/22/24
TOWEL & MAT REPLACEMENT-VETS HALL 1/22/24
MAT REPLACEMENT, UNIFORM CLEANING 1/29/24
TOWEL & MAT REPLACEMENT-CITY HALL 1/29/24
FY24 MMASC FULL MEMBERSHIP 0. URIBE MUTAL
DEC23 SAFE PARKING PROGRAM

YELLOW PAINT FOR BACKHOE

POSTS FOR SIGN WORK

ROCKWELL PRINTING
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice

SO CA EDISON
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice

SO CAL GAS
Invoice
02/08/2024
02/08/2024
02/08/2024
02/08/2024
02/08/2024

BUSINESS CARDS ANDREA ADAMS MODERN

NAME PLATE DAVID HERNANDEZ
BUSINESS CARDS M. MUSULF

SANTA BARBARA PEST CONTROL
JAN24 PEST CONTROL AT CITY HALL
JAN24 PEST CONTROL AT VETS HALL
SITEONE LANDSCAPE SUPPLY (All AROUND)
02/08/2024
02/08/2024

FACE SHIELDS FOR COMMUNITY GARDEN
02/08/2024
JAN24 ELECTRICITY-101 ASH AVE
JAN24 ELECTRICITY-5103 CARPINTERIA AVE
JAN24 ELECTRICITY-1 CARPINTERIA TCl
JAN24 ELECTRICITY-100 LINDEN
JAN24 ELECTRICITY-1115 LINDEN AVE B PED
JAN24 ELECTRICITY-901 CACTUS LN EV EV
JAN24 ELECTRICITY-MULTIPLE LOCATIONS
JAN24 ELECTRICITY-4950 9TH ST BT HM
JAN24 ELECTRICITY-901 CACTUS LN LGHT LGHT
JAN24 ELECTRICITY-931 WALNUT AVE & 48515TH ST
JAN24 ELECTRICITY-CAPP AV/CSTS PAS 609
02/08/2024
NATURAL GAS 5305 CARPINTERIA AVE (POOL)
875.00 102964
82,713.46 102965
155.50 102966
7,042.00 102967
488.78 102968
371.85 102969
125.00 102970
4,597.53 102971

15.17 102972
398.80 102973
158.62 102974
215.00 102975

23. 76 102976
8,404.19 102977
6,840.62 102978

Page 2 ends

JAN24 014 914 3239 7
JAN24 016 913 9500 6
JAN24 140 914 3084 4
2505257806
388334877
82228551
82235000
8224113 0
94951069
INV0005304
INV0005305
INV0005306
INV0005307
11 6K-947R-WJFR
11 D4-6RN9-LD4C
11 QJ-VXF6-GMM6
11 TT -6H4G-1MKR
13 CL-WJ76-K79M
13 KV-DCXW-RCHW
13 KV-DCXW-VYLQ
13 QH-KHGJ-49K1
14HN-NYTY-1HVK
14N4-NXF4-9LPC
161X-3WMG-PJQ6
16CC-H6FD-66RD
16JF -9FWY-1XPV
16W1-4F4G-LM71
196 P-4FRP-NWVD
19JX-3VFC-JYRQ
19NK-Y4DD-DVF1
19RK-QGPM-TKNL
19TK-PPQD-4G1F
19XD-NQV6-NQQF
1C41-6L31-36TW
1CJM-9GPY-RFRQ
1CW1-YCCM-JYV4
1DHR-D4JX-6HY1
lFN R-LMJ K-XHGJ
1G3T-KLQK-XKPJ
1GCJ-16RN-6GCC
1HRY-9T7 W-RNC1
1HTT -9Y7D-GN3Q
Invoice
Invoice
Invoice

TAFT ELECTRIC
Invoice

TRAFFIC TECHNOLOGIES LLC
Invoice

TRANSAMERICA EMPL OYEE BENEFITS
Invoice

TR EESCAPES
Invoice
NATU RAL GAS 510 3 CARPINTER IA AVE (FRIENDS OF TH E L
NATURAL GAS 577 5 CARPINTER IA AVE (CITY HALL)
NATU RAL GAS 941 WALNUT AVE (VETS HALL)
02/08/2024

LINDEN AVE & CARP AVE LOOPS

WINDBREAKER RAIN GEAR FOR PUBLIC WORKS CREW
JAN24 EMPLOYEE PREMIUMS
TREE REMOVAL EL CARRO PARK 1/5/24

WAXIE SANITARY SUPPLY
Invoice
Invoice
Invoice

WESTAIRE HEATING & CONDITIONING INC
Invoice
Invoice
WEX BANK (76)
Invoice

MISSIONSQUARE
Invoice
Invoice
Invoice
SEIU LOCAL 620
Invoice

ADVANTAGE TELECOM
Invoice

ALICE WISSING
Invoice

AMAZON CAPITAL SERVICES INC
02/08/2024
02/08/2024
02/08/2024
02/08/2024

BATH TISSUE, DISENFECTANT, PAPER TOWELS CITY HALL

URINAL DISENFECTANT ALL PARKS

URINAL DISENFECTANT CITY HALL, VETS HALL
02/08/2024
DEC23 MAINTENANCE-CITY HALL
DEC23 MAINTENANCE-VETS HALL
02/08/2024
JAN24 FUEL FOR CITY VEHICLES
02/08/2024
Deferred Compensation Contribution-Part Time Emp
MissionSquareEmployee Contributions
MISSIONSQUARE Employee Contributions
02/08/2024
Employee Union Dues Contribution
02/15/2024
FEB24 EMERGENCY PHONE LINE SERVICES
02/15/2024
MINUTES FOR PLANNING COMMISSION MTG 11/06/23
25,918.28 102979
509.11 102980
599.71 102981
1,400.00 102982
306.62 102983
1,750.00 102984
419.25 102985
8,166.83 102986
258.96 102987

69.99 102988
400.00 102989
02/15/2024 10,336.84 102990
Invoice ZIP BOOKS-E. SWIKEHARDT
Invoice BOOKS FOR LIBRARY
Invoice BOO KS FOR LIB RARY
Invoice DRY ERASE MARKERS FOR LIBRARY
Invoice BOO KS FOR LIB RARY
Invoice ZIP BOOKS-J. WEINBENDER
Invoice ZIP BOOKS-M. EDWARDS
Invoice ZIP BOOKS-C. POSTMA
Invoice SENSOR ALARM FOR HARBOR SEALS
Invoice BOOKS FOR LIBRARY
Invoice ZIP BOOKS-A. KAPLAN
Invoice ZIP BOOKS-M.GARCIA
Invoice ZIP BOOKS-H. IBARRA
Invoice ZIP BOOKS-J. LEWIS
Invoice LIBRARY SUPPLIES FOR VOLUNTER PARTY
Invoice ZIP BOOKS-V. MANLEY
Invoice BOO KS FOR LIB RARY
Credit Memo BOOKS FOR LIBRARY
Invoice BOO KS FOR LIB RARY
Invoice OFFICE CHAIRS
Credit Memo BOOKS FOR LIBRARY
Credit Memo BOOKS FOR LIBRARY
Invoice ZIP BOOK-A. RAMIREZ
Invoice ZIP BOOKS-C. HOBSON
Invoice ART MARKERS FOR LIBRARY
Invoice SPECIAL PAPER FOR LIBRARY
Invoice BOOKS FOR LIBRARY
Credit Memo BOOKS FOR LIBRARY
Invoice ZIP BOOKS-H. I BARRA

Page 3 ends

1J3F-GYN9-J9KR Credit Memo BOOKS FO R LIBRARY
1JC3-CHVQ-1QCJ Invoice 98 IN SMART TV FOR LIBRARY
1JYT -1WX4-W9LV Invoice BOOKS FOR LIBRARY
1LN3-RX1P-KXRK Invoice BOOKS FOR LIBRARY
1LR9-97TV-HM1C Invoice TO NER CARTR IDGE FOR FINANCE
1MWY-6Q4R-MK9P Invoice ZIP BOOKS-T. FURUTA
1NPL-77 HR-4RYK Credit Memo BOOKS FOR LIBRARY
1NQD-1MFT-QDF7 Invoice ZIP BOOKS-S. LA RRIOS
1PJ4-N3N4-6NF4 Invoice ZIP BOOK-A. RIVER A
1PRJ-6LWF-QQCR Invoice BOOKS FOR LIBRARY
1Q3F-GTWP-T9GD Invoice BOOKS FOR LIBRARY
1Q6F-KXPQ-N6K9 Invoice OFFICE CHAIR
1Q9Y-XH9K-H93M Credit Memo BOOKS FOR LIBRARY
1QHC-9H3T-GFCX Invoice BOOKS FOR LIBRARY
1QT7 -XHM9-T9RH Invoice ZIP BOOKS-M. LOTZ
1QY9-X6G4-9YV9 Invoice BOOKS FOR LIBRARY
1R M9-LQ6L-GT9C Invoice ZIP BOOKS-I. CHONGOVA
1R T6-3DL1-JJYP Invoice ZIP BOOKS-S. LA RRIOS
1T GC-4TD C-XNFC Invoice ZIP BOOKS-D. MCGUIRE
1 V3Y-M9VF-CM1M Invoice BOOKS FOR LIBRARY
1VRH-P3M7-TH HL Invoice ZIP BOOKS-S. LA RRIOS
1X3W-Q39M-L16C Invoice ZIP BOOKS-A. BALLA T
1X7F-TGHR-3DJL Invoice ZIP BOOKS-M. ED WARDS
1XNK-1CR 4-MRQ1 Credit Memo BOOKS FOR LIBRARY
1XYY-XJG4-1X6V Invoice BOOKS FOR LIBRARY
1YYM-WHMJ-1K4Y Invoice BOOKS FOR LIBRARY
lYYM-WHMJ-6637 Invoice BOOKS FOR LIBRARY
**Void** 02/15/2024
**Void** 02/15/2024
**Void** 02/15/2024
1500-01023759
1500-010 24579
ASBURY ENVIRONMENTAL SVCS 02/15/2024
Invoice DISPOSAL OF USED OIL/MIXED OILS 1/22/2024
Invoice DISPOSAL OF USED METAL OIL/GASOLINE FILTER S
287303896883X02102024
BAKER & TAYLOR LLC 02/15/2024
2037978932
2037978933
2038004070
Invoice
Invoice
Invoice

BOOKS FOR LIBRARY

BOOKS FOR LIBRARY

BOOKS FOR LIBRARY
BASIC
Invoice
02/15/2024
IN2989325 JAN24 FSA ADMIN FEE
BLACK GOLD COOPERATIVE LIBRARY SYSTEM 02/15/2024
Invoice FY23-24 3RD QTR HOOPLA/HOTSPOTS REIMBURSABLE BILLI BROWNSTEIN HYATT FARBER SCHRECK 02/15/2024
971059
971061
971062
971063

AT&T MOBILITY
Invoice
Invoice
Invoice
Invoice
Invoice
JAN24 CITY HALL CELL PHONES
PROFESSIONAL LEGAL SERVICES THROUGH 12/31/23
PROFESSIONAL LEGAL SERVICES THROUGH 12/31/23
PROFESSIONAL LEGAL SERVICES THROUGH 12/31/23
PROFESSIONAL LEGAL SERVICES THROUGH 12/31/23

BUREAU VERITAS NORTH AMERICA INC
02/15/2024
02/15/2024
Rl24004098 Invoice

CALTRANS
Invoice
JAN24 PLAN CHECK SERVICES
02/15/2024
OCT23-DEC23 SIGNAL & LIGHTING BILLING
102991
102992
102993
155.00 102994
594.68 102995
114. 73 102996
127.00 102997
13,961.00 102998
64,651.00 102999
4,463.52 103000
2,810.88 103001
CARPINTERIA GLASS COMPANY 02/15/2024 3,250.60 103002
Invoice 2 WINDOWS FOR LIBRARY COMMUNITY ROOM
CARPINTERIA VALLEY LUMBER CO 02/15/2024 54.85 103003
Invoice
Invoice
2X4X20 PRESSURE TREATED MATERIAL FOR CITY HALL

PLANT LABELS FOR COMMUNITY GARDEN
COAST AUTO PARTS INC 02/15/2024 52.54 103004
Invoice FUEL ADDITIVE FOR SWEEPER
COASTAL VIEW NEWS 02/15/2024 669.00 103005
Page4
60846
60847
60848
Invoice
Invoice
Invoice
NOTICE INVITING BIDS AD 1/29/24
PUBLIC HEARING RESOLUTION 6290 AD 2/1/24
PUBLIC HEARING MEASURE A AD 2/1/24
COUNTY SANITATION COMPANY INC STEWARTS & SELZER PU 02/15/2024 Invoice

COX BUSINESS
FEB24 001 3011 022093901 Invoice
FEB24 001 3011 028030701 Invoice
EASY LIFT TRANSPORTATION 02/15/2024
Invoice FEB24 COMMUNITY TRANSPORTATION SERVICE
ELITE GENERAL ENGINEERING 02/15/2024
Invoice BALLARDS DUGOUT HOLE REPAIR 1/3/24
EVERYWHERE RIGHT NOW 02/15/2024
Invoice
8-396-84115
FEDEX
Invoice
JAN24 WEBSITE PROGRAMING CITY HALL
02/15/2024

SHIPPING TO REID MILLER LAND USE & PLAN NIN
FIRST NATIONAL BANK OF OMAHA 02/15/2024
JAN24 0983
JAN24 3498
JAN24 3696
JAN24 4545
JAN24 6160
JAN24 8528
JAN24 9341
Invoice CREIDT CARD PAYMENT-OUM
Invoice CREDIT CARD PAYMENT-JT
Invoice CREDIT CARD PAYMENT-LM
Invoice CREDIT CARD PAYMENT-BB
Invoice CREDIT CARD PAYMENT-JI
Invoice CREDIT CARD PAYMENT-AW
Invoice CREDIT CARD PAYMENT-MR
FRONTIER COMMUNICATIONS 02/15/2024
FEB24 805-566-1944-032923-5 Invoice
9011598274

GRAINGER
Invoice
FEB24 PHONE & INTERNET - BEACH STORE
02/15/2024

CARPET CLEANER,GROMMETS,LEAK SEALER FOR SHOP
INGRID BOSTROM PHOTOGRAPHY 02/15/2024
INV0005332 Invoice

IWORQ SYSTEMS
Invoice
PHOTOGRAPHY OF FIRST CITY COUNCIL MEETING 12.11.23
02/15/2024
SOFTWARE MANAGMENT AND SUPPORT 03/2024-02/2025
157
JUAN O'S MOBILE REPAIR 02/15/2024
Invoice SAND DELIVERED TO CITY YARD 2/3/24 & 2/4/24
386771- PPU
KANOPY
Invoice
02/15/2024
JAN24 LIBRARY VIDEOS
LAWSON PRODUCTS INC 02/15/2024
9311256997 Invoice
HYDRO JETTING AT VETS HALL 1/23/24
02/15/2024
FEB24 CITY HALL INTERNET-PHONE SERVICE
FEB24 POOL & GARDEN INTERNET-PHONE SERVICE

SCRATCH BRUSHES, CABLE TIRES, WASHERS FOR SHOP
LIEBERT CASSIDY WHITMORE 02/15/2024
Invoice
Invoice
PROFESSIONAL LEGAL SERVICES THROUGH 12/31/23
PROFESSIONAL LEGAL SERVICES THROUGH 12/31/23
LIN CONSULTING INC. 02/15/2024
Invoice
FEB24 9800 338916 4
LOWE'S
Invoice
Invoice

MCCORMIX CORP
Invoice
JAN24 ENGINEERING CARP & PALM AVE INTERSECTION
02/15/2024
FEB24 CARD PAYMENT
MARBORG INDUSTRIES 02/15/2024
JAN24 PORTABLE RESTROOMS@ PARKING LOT 1
02/15/2024

FUEL FOR CITY VEHICLES
1,200.00 103006
779.10 103007
1,000.00 103008
5,126.83 103009
1,064.00 103010

47.10 103011
3,026.17 103012

49.99 103013
207 .82 103014
500.00 103015
10,550.00 103016
2,420.00 103017

39.00 103018

69.19 103019
565.50 103020
1,751.04 103021
1,018.60 103022
901.20 103023
139.74 103024
MISSION UNIFORM SERVICE 02/15/2024 251.27 103025
520922833
520922835
520967868
520967869
Invoice
Invoice
Invoice
Invoice
TOWEL & MAT REPLACEMENT-POOL 1/29/24
TOWEL & MAT REPLACEMENT AT LIBRARY 1/29/24
MAT REPLACEMENT, UNIFORM CLEANING 2/5/24
TOWEL & MAT REPLACEMENT 2/5/24

Page 5 ends

MNS ENGINEERS INC 02/15/2024 5,383.18 103026
84699 Invoice OCT23 MERGER REVIEW FOR 4954 FIFTH ST
84701 Invoice OCT23 SURVEY FOR 4905 8TH ST. ZINS
85247 Invoice DEC23 SURVEY FOR 4905 8TH. ZINS
85248 Invoice DEC23 SURVEY FOR 435 CONCHA LOMA SB9
MRS ENVIRONMENTAL INC 02/15/2024 13,440.73 103027
600-2024-01 Invoice JAN24 OIL & GAS ON CALL ENVIRONMENTAL SERVICES OVERDRIVE INC. 02/15/2024 1,925.00 103028
01352C024020276 Invoice JAN24 EBOOK/AUDIOBOOK FOR LIBRARY 01352C024020427 Invoice JAN24 EBOOK/AUDIO BOOK FOR LIBRARY 01352DA24021403 Invoice JAN24 EBOOK/AUDIOBOOK FOR LIBRARY POL/CORE INC. 02/15/2024 7,199.81 103029
403253 Invoice IT SERVICES/MS OFFICE-CITY HALL JANUARY 2024 403254 Invoice IT SERVICES-LIBRARY SEPTEMBER 2023
QUADIENT FINANCE USA INC 02/15/2024 500.00 103030
FEB24 7900 0440 8110 0954 Invoice POSTAGE FOR CITY HALL 2/8/24 RISDON'S 76 SERVICE
Invoice CAR WASH FOR UNIT 2501/7/24
Invoice CAR WASH FOR UNIT 255 1/27/24
Invoice CAR WASH FOR UNIT 2551/6/24

ROADLINE PRODUCTS INC USA
02/15/2024 90.00 103031
02/15/2024 2,913.70 103032
Invoice PEDESTRIAN SIGN,WHITE TUBES,HEAVY DUTY BASE

SANTA BARBARA BICYCLE COALITION
Invoice DEC23 GRANT REIMBURSEMENT

SANTA BARBARA COUNTY APCD
02/15/2024 5,121.25 103033
02/15/2024 1,072.96 103034
Invoice
Invoice

EMISSION FEE FOR PORTABLE EMERGENCY GENERATOR

EMISSIONS FEE FOR PERMANENT EMERGENCY GENERATOR
SANTA BARBARA COUNTY CLERK OF THE BOARD 02/15/2024 50.00 103035 INV0005330 Invoice CEQA NOTICE OF EXEMPTION FILING FEE
SANTA BARBARA COUNTY CLERK OF THE BOARD 02/15/2024 50.00 103036 INV0005331 Invoice CEQA NOTICE OF EXEMPTION FILING FEE 23-2221-DP/CDP 2022-20221000135-1
2022-20221000506-1
2022-20221000508-1
2023-20231000133-2
2023-20231000173-2
2023-20231000406-2
2023-20231000436-2
2023-20231000508-2
2023-20231000679-2
2023-20231001566-2
2023-20231001662-2
2023-20231001674-2
2023-20231002093-2
2023-20231002321-2
2023-20231002345-2
2023-20231002352-2
2023-20231002354-2
2023-20231002390-2
2023-20231002396-1
2023-20231002981-2
2023-20231002986-2
2023-20231003016-2
2023-20231003308-2
2023-20231003640-2
2023-20231004175-2
2023-20231004653-2
SANTA BARBARA COUNTY TREAS/TAX COLLECTOR 02/15/2024
Invoice 001-070-029 MANNION OPEN SPACE
Invoice 001-210-020 RINCON BLUFFS
Invoice 001-210-024 RINCON BLUFFS
Invoice 001-070-025 CREEK PARK
Invoice 001-080-038 MONTE VISTA
Invoice 001-170-018 CITY HALL
Invoice 001-180-072 VIOLA FIELDS
Invoice 001-210-024 RINCON BLUFF RESERVE
Invoice 001-261-004 EL CARRO
Invoice 004-m,-Ull LINDEN PARKING LOT
Invoice 004-005-005 EL CARRO
Invoice 004-005-004 FOOTHILL ROAD
Invoice 004-041-006 CITY PARKLET
Invoice 003-261-008 CARP AVE PARKING LOT
Invoice 003-263-017 CACTUS LANE PARKING LOT
Invoice 003-263-032 CACTUS LANE
Invoice 004-047-001 SEASIDE
Invoice 004-047-040 COMMUNITY POOL
Invoice 003-280-006 CARP CREEK
Invoice 003-470-001 ASH AVENUE
Invoice 003-470-013 ASH AVENUE
Invoice 003-490-015 BEACH@ LINDEN & ELM
Invoice 003-590-039 MEMORIAL PARK
Invoice 004-009-053 EL CARRO
Invoice 004-007-057 EL CARRO
Invoice 004-105-016 COMMUNITY GARDEN
••void** 02/15/2024

Page 6 ends

24,653.87 103037
103038
SANTA BARBARA PEST CONTROL 02/15/2024 95.00 103039
Invoice JAN24 PEST CONTROL AT POOL
SANTA BARBARA SAND & TOP SOIL CORP 02/15/2024 772.43 103040 Invoice SAND FOR SANDBAGS FOR 2024 FEBRUARY STORM
CAR01312024
SB COUNTY RESOURCE RECOVERY & WASTE MGMT 02/15/2024
Invoice SB 1383 FOOD RECOVERY PLAN 7 /1/23-12/31/23

SITEONE LANDSCAPE SUPPLY (ALL AROUND)
137923698-001
FEB24 700474689651
3557237662
388334993
120240153
23-2424204
30029113
124012902
4055412SBP1
82244334
82259585
PR03 02/08/24
PR03 02/08/24
PR03 02/08/24
1/20/24-2/2/24 CLASSIC
1/20/24-2/2/24 PEPRA
Invoice

SO CA EDISON
Invoice

SOLID WASTE SOLUTIONS INC
Invoice
Invoice

THE FLAG FACTORY
Invoice

TKM ENGINEERING
Invoice

DRAIN GRATE FOR COMMUNITY GARDEN
02/15/2024
FEB24 ELECTRICITY-4683 9TH ST
JAN24 WASTEWATER PROFESSIONAL SERVICES

STAPLES ADVANTAGE

CALENDAR, COPY PAPER, REPORT COVERS
02/15/2024

STEEL SWIVEL HEAD FLAG SNAP CLIP
02/15/2024
JAN24 STAFF AUGMENTATION SERVICES

TRAFFIC TECHNOLOGIES LLC
Invoice

TREESCAPES
Invoice

TWO TRUMPETS COMMUNICATIONS
Invoice
UNDERGROUND SERVICE ALERT OF SOUTHERN CALIFORNIA 02/15/2024 Invoice
Invoice

UNITED PET CARE
Invoice

VIDIFLO LLC
Invoice
3 WHITE HARD HATS FOR NEW STAFF
02/15/2024
TREE MAINTENANCE BLUFF TRAILS 1/29/24
JAN24 COMMUNICATIONS SERVICES
FEB24 NEW TICKET CHARGES & DATABASE MAINTENANCE
FEB24 CA STATE REGULATORY FEE
02/15/2024
FEB24 PET INSURANCE PREMIUMS
02/15/2024
40% DEPOSIT ON VIDEO SERVER SYSTEM

VILLAGE POOL SUPPLY
Invoice CHLORINE, ACID FOR POOL 1/9/24

VITAL RECORDS CONTROL
Invoice

WATER GEAR INC
Invoice

WAXIE SANITARY SUPPLY

INTERNAL REVENUE SERVICE
Invoice
Cal PERS
Invoice
Cal PERS
Invoice
02/15/2024
02/15/2024
02/15/2024
02/15/2024
02/15/2024
02/15/2024
02/15/2024
JAN24 CONTRACTED SHREDDING SERVICES
02/15/2024

GOGGLES FOR RESALE AT POOL
02/15/2024
Invoice BATH TISSUE,DOG BAGS FOR ALL PARKS
Invoice URINAL DISENFECTANT CITY HALL
EDD-SDI 02/08/2024
Invoice PR03 02/08/24 SDI TAXES
EDD-SIT 02/08/2024
Invoice PR03 02/08/24 SIT TAXES
02/08/2024
PR03 02/08/24 FEDERAL TAX PAYMENT
02/08/2024
CLASSIC RETIREMENT CONTRIBUTION 1/20/24-2/2/24
02/08/2024
PEPRA RETIREMENT CONTRIBUTION 1/20/24-2/2/24
740.61 103041

12.97 103042

19.00 103043
223.75 103044
216.42 103045

82.84 103046
2,242.50 103047
104.72 103048
29,800.00 103049
5,550.00 103050
161.21 103051

35.00 103052
12,888.55 103053
404.33 103054

98.95 103055
743.23 103056
1,647.80 103057
1,725.15 DFT0003213
5,951.30 DFT0003214
18,000.17 DFT0003215
13,555.94 DFT0003216
10,755.35 DFT0003217

Page 7 ends

City of Carpinteria

COUNCIL AGENDA STAFF REPORT
February 26, 2024

ITEM FOR COUNCIL CONSIDERATION
Contracts Executed by the City Manager on behalf of the City for the Period of January 16, 2024 through February 19, 2024.

STAFF RECOMMENDATION
Receive and file Report of Contracts Executed by the City Manager for the Period of January 16, 2024 through February 19, 2024.

DISCUSSION
The City Manager is delegated authority by the Carpinteria Municipal Code (CMG), §2.08.150B, to execute contracts on behalf of the City in the amount of $30,000 or less.

Pursuant to CMG §2.08.150C, a list of all contracts executed by the City Manager is provided for City Council information and appended to this Staff Report as Attachment A. Attachment A lists all contracts entered into on behalf of the City for goods, construction and services for the Period of January 16, 2024 through February 19, 2024.

FINANCIAL CONSIDERATIONS
All contracts entered into are within the appropriated budgeted amounts.

ATTACHMENTS
A. Report of Contracts Executed by the City Manager
Report of Contracts Executed by City Manager
February 26, 2024

Page 2 ends

Staff contact:

Brian C. Barrett, City Clerk
(805) 755-4403, [email protected]
Reviewed by: Michael Ramirez, City Manager
(805) 755-4450; [email protected]
G:\FIDELA\CITY COUNCIL\STAFF REPORT\2024\Report of Contracts Awarded by City Manager.docx

ATTACHMENT A
Report of Contracts Executed by the City Manager
P en. o d 0 f J anuarv 16 , 2024 th rouc h F e b ruary 19 , 2024

VENDOR PURPOSE AMOUNT
Hospice of Santa Barbara Financial Support of Compassionate $12,500 (Compassionate Care of Care of Carpinteria
Carpinteria)
Standing Together to End Sexual Financial Support of the Sexual $6,000 Assault (STESA) Assault Crisis Intervention, Counseling and Education Procrarn
Carpinteria Children's Project Financial Support of the Early Care & $20,000 Education Program Scholarships
Hope Net of Carpinteria Financial Support of the Suicide $1,750 Prevention and Mental Health
Awareness
Girls Inc. of Carpinteria Financial Support of the Core Program $30,000 of Girls Inc. of Carpinteria
United Boys & Girls Club of Santa Financial Support for out of school $25,000 Barbara, Carpinteria Club House enrichment programming to youth Tripepi Smith Policy Priority Establishment & Council $8,000 Goal Facilitation
Foodbank of Santa Barbara Older Adult Nutrition Program $0.00 County
County of Santa Barbara Ballot Drop Box Facility License/Use $0.00 On Track Solutions LLC Railroad Right-of-Way Staff $30,000 Augmentation Services
Gladwell Governmental Services, Elections Management Services for $4,900 Inc. General Municipal Election on
November 5, 2024
City of Carpinteria

COUNCIL AGENDA STAFF REPORT
February 26, 2024

ITEM FOR COUNCIL CONSIDERATION
Monthly City Treasurer's Report on Compliance with Statement of Safekeeping and Investment of Public Funds.

STAFF RECOMMENDATION
Receive and file the report.

Sample Motion: I move to receive and file the report.

BACKGROUND / DISCUSSION
The City Council is the City of Carpinteria trustees and is authorized to make investment decisions concerning public funds that are subject to the Prudent Investment Standard.

The Prudent Investor Standard of the California Government Code Section 53600.3 states, "when investing, reinvesting, purchasing, acquiring, exchanging, selling or managing public funds, a trustee shall act with care, skill, prudence and diligence under circumstances then prevailing, including, but not limited to, the general economic conditions and the anticipated need of the City, that a prudent person in a like capacity and familiarity with those matters would use in the conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity needs of the City." The standard or prudence to be used by investment officials shall be applied in the context of managing the overall portfolio.

Trustees are those persons authorized to make investment decisions on behalf of a local agency. Trustees or City Investment Officials, acting in accordance with investment policy and exercising due diligence, shall be relieved of personal responsibility for an individual security's credit risk changes or market price changes, provided deviations from expectations are reported in a timely manner and appropriate action is taken to control adverse developments.

The purpose of this agenda matter is to provide the City Council with the required monthly Treasurer's Report (Attachment A.)
Monthly City Treasurer's Report
February 26, 2024

Page 2 ends

POLICY CONSISTENCY
The City is in compliance with the adopted Statement of Safekeeping and Investment of Public Funds.

FINANCIAL CONSIDERATIONS
Cash Statement: On January 31, 2024, the City held cash and cash investments as shown in the table below.

Table I
CASH ACTIVITY FOR THE MONTH:

Cash and Investment Beginning of the Month
Cash Receipts
Cash Disbursements
Cash and Investment End of the Month
$ 19,588,481.88
3,728,311.44
(3,099,593.90)
$ 20,217,199.42
Investments:
..

Changes in the market value of treasury securities are inversely proportional to changes in interest rates demanded in the open market (i.e., when rates rise market values fall, when rates fall market values rise.) The sensitivity of a portfolio's market value to these changes in market rates is a function of its days to maturity and its coupon rate.

Securities with longer maturities and/or lower coupon rates are more sensitive to changes in market interest rates. As security matures, changes in its value become less sensitive to market rate changes.

As of January 31, 2024, the portfolio's average days to maturity was 1.88 years, the average coupon rate was 1.80%, the average yield to maturity was 4.68%, the par value was $9,950,000 and the Market Value was $9,582,781.19.

The City does not intend to sell nor does it have any foreseeable need to sell any securities. The City's investment policy intends to hold all securities to maturity, and securities so held are redeemed at par value resulting in no net market gain or loss.

Attached for City Council review is the Treasurer's Report listing all the investments and cash activity during the month.

The City of Carpinteria will be able to meet all expenditure obligations that might reasonably be anticipated for the next six-month period August 1, 2024. \\COCSH\GDrive\Admin Services\Bank Reconciliations\Treasury\City Treasurer's report.docx Monthly City Treasurer's Report
February 26, 2024

Page 3 ends

LEGAL
This report has been prepared in compliance with California Government Code Sections 53600 and 53646.

PRINCIPAL PARTIES EXPECTED AT MEETING
None.

ATTACHMENTS
Attachment A: City of Carpinteria Monthly Treasurer's Report S
l
Li
ic
t
c
e
a
e
tt
ff
t
e
t
c
e
m
o
M
n
@
t
a
a
c
l
ct
d
a
o
r
:
p
n
i
a
n
d
te
o
r
,
ia
A
c
d
a
m
.g
i
o
ni
v
s
;
tr
(
a
8 t
0 iv
5 e
) 7
S
5 e
5 rv
-4
ic
4 e
4 s
8 Director
~
~
Signature
Reviewed by: Michael Ramirez, City Manager
[email protected]; (805) 755-4450
\\COC5H\GDrive\Admin Services\Bank Reconciliations\Treasury\City Treasurer's report.docx Attachment A
City Treasurer's Monthly Report

CITY OF CARPINTERIA TREAS URE R'S REPORT
For the Month Ended January 2024
CASH ACTIVITY FOR THE MONTH:

Cash and Investment Beginning of the Month $ 19,588,481.88 Cash Receipts 3,728,311.44
Cash Disbursements (3,099,593.90}
Cash and Investment End of the Month $ 2Q 21Z 122,42
CASH AND INVESTMENT PORTFOLIO:

Type of InvestmentlCouponlCUSIP #
Yield to Maturity # Days to
Institution/Issuer Maturity Date Maturity Par Value Market Value (1) Book Value /2) Demand Deposit - General Checking Montecito Bank NIA NIA NIA 419,424.43 419,424.43 419,424.43 Demand Deposit - Premier Public Money Market Montecito Bank NIA 21112024 1 2,184,077.72 2,184,077.72 2,184,077.72 Demand Deposit - Section 125 Checking Montecito Bank NIA NIA NIA 5,641.31 5,641.31 5,641.31 Demand Deposit - Payroll Checking Montecito Bank NIA NIA NIA 3,957 77 3,957.77 3,957 77 Local Agency Investment Fund State of California 0.22% 211/2024 1 3,570,800.15 3,570,800.15 3,570,800.15 Demand Deposit - Money Market Charles Schwab NIA 21112024 1 4,377,279.44 4,377,279.44 4,377,279.44 Treasury Note, 2.375%, (9128286GO) U.S. Government 0.78% 212912024 29 200,000.00 199,500.00 199,264.00 Treasury Note, 0.25%, (91282CBR1) U.S. Government 2.17% 3/1512024 44 250,000.00 248,515.63 240,750.00 Treasury Note, 2.25%, (9128286R6) U.S. Government 2.41% 413012024 90 250,000.00 248,125.00 249,156.76 Treasury Note, 2.0%, (912828XT2) U.S. Government 1.11% 513112024 121 250,000.00 247,343.75 255,107.50 Treasury Note, 0.25%, (91282CCG4) U.S. Government 4.61% 611512024 136 250,000.00 245,468.75 235,669.96 Treasury Note, 3.0%, (91282CFA4) U.S. Government 4.53% 7131/2024 182 250,000.00 247,382.80 244,503.55 Treasury Note, 3 .25%, (91282CFG 1) U.S. Government 4.30% 8131/2024 213 250,000.00 247,265.63 245,158.84 Treasury Note, 0.375%, (91282CCX7) U.S. Government 1.08% 911512024 228 250,000.00 242,929.68 245,359.46 Treasury Note, 2.125%, (9128282Y5) U.S. Government 4.31% 913012024 243 250,000.00 245,312.50 239,586.84 Treasury Note, 0.625%, (91282CDB4) U.S. Government 4.14% 10/1512024 258 250,000.00 242,539.05 233,056.64 Treasury Note, 2.25%, (912828G38) U.S. Government 4.35% 11/1512024 289 250,000.00 244,843.75 241,052.35 Treasury Note, 1.00%, (91282CDN8) U.S. Government 0.98% 12/1512024 319 250,000.00 241,835.93 250,079 39 Treasury Note, 1.125%, (91282CDS7) U.S. Government 4.09% 111512025 350 250,000.00 241,562.50 237,350.47 Treasury Note, 1.125%, (912828ZC7) U.S. Government 1.29% 212812025 394 250,000.00 240,703.13 248,740.00 Treasury Note, 2.625%, (9128284F4) U.S. Government 1.30% 313112025 425 250,000.00 244,414.05 260,224.61 Treasury Note, 0.25%, (912828ZTO) U.S. Government 1.25% 513112025 486 250,000.00 236,328.13 241,660.01 Treasury Note, 0.25%, (912828ZW3) U.S. Government 1.53% 613012025 516 250,000.00 235,703.13 239,598.86 Treasury Note, 0.25%, (91282CAM3) U.S. Government 1.32% 913012025 608 250,000.00 233,710.93 240,265.00 Treasury Note, 3.0%, (912828515) U.S. Government 4.09% 1013112025 639 250,000.00 244,492.18 242,136.63 Treasury Note, 0.375%, (91282CBC4) U.S. Government 1.20% 1213112025 700 250,000.00 232,421.87 241,955.00 Treasury Note, 0.375%, (91282CBC4) U.S. Government 1.37% 1213112025 700 250,000.00 232,421.88 240,365.00 Treasury Note, 3.875%, (91282CGE5) U.S. Government 3.77% 11112026 701 250,000.00 248,320.30 250,641.19 Treasury Note, 1.625%, (912828P46) U.S. Government 1.56% 211512026 746 250,000.00 237,421.88 250,595.69 Treasury Note, 0.5%, (91282CBQ3) U.S. Government 1.28% 212512026 756 250,000 00 231,718.75 242,113.19 Treasury Note, 0.75%, (91282CBT7) U.S. Government 1.28% 3131/2026 790 250,000.00 232,578.13 244,459.30 Treasury Note, 0.75%, (91282CCF6) U.S. Government 1.34% 513112026 851 250,000.00 231,406.25 243,702.50 Treasury Note, 0.875%, (91282CCJ8) U.S. Government 1.35% 613012026 881 250,000.00 231,796.88 244,821.96 Treasury Note, 1.625%, (91282YQ7) U.S. Government 4.00% 10131/2026 1004 250,000.00 234,375.00 227,869.30

CITY OF CARP INTERIA TREASURE R'S REPORT
For the Month Ended January 2024
Treasury Note, 2%, (91282024) U.S. Government 4.31% 11/15/2026 1019 250,000.00 236,640.63 228,317.27 Treasury Note, 1.25%, (91282CDK4) U.S. Government 1.28% 11/30/2026 1034 250,000.00 231,562.50 249,602.02 Treasury Note, 1.5%, (912828278) U.S. Government 3.64% 1/31/2027 1096 250,000.00 232,500.00 231,040.31 Treasury Note, 2.25%, (912828V98) U.S. Government 4.29% 2/15/2027 1111 250,000.00 237,539.05 229,819.14 Treasury Note, 2.5%, (91282CEF4) U.S. Government 3.96% 2/16/2027 1112 250,000.00 239,101.55 235,031.06 Treasury Note, 2. 75%, (9 l 282CEN7) U.S. Government 3.71% 4/30/2027 1185 250,000.00 240,664.05 241,094.62 Treasury Note, 3.25%, (91282CEW7) U.S. Government 3.70% 6/30/2027 1246 250,000.00 244,375.00 245,668.13 Treasury Note, 3.125%, (91282CFH9) U.S. Government 4.19% 8/31/2027 1308 250,000.00 243,046.88 238,232.21 Treasury Note, 4.125%, (91282CFU0) U.S. Government 4.02% 10/31/2027 1369 250,000.00 251,523.43 250,962.10 Treasury Note, 2.25%, (9 l 28283F5) U.S. Government 4.01% 11/15/2027 1384 250,000.00 235,234.38 232,267.50 Treasury Note, 3.875%, (91282CGC9) U.S. Government 4.01% 12/31/2027 1430 250,000.00 249,453.13 248,750.00 Treasury Note, 4%, (91282CGPO) U.S. Government 3.99% 2/29/2028 1490 250,000.00 250,703.13 249,990.24 20,511,180.82 20,143,962.01 20,217,199.42

REPORT ON COMPLIANCE WITH STATEMENT OF SAFEKEEPING AND INVESTMENT OF PUBLIC FUNDS The City is in compliance with the adopted Statement of Safekeeping and Investment of Public Funds.

REPORT OF ABILITY TO MEET REQUIRED EXPENDITURES FOR THE NEXT SIX MONTHS Based upon currently budgeted revenues and expenditures, the City currently has sufficient liquid financial resources to meet anticipated expenditures during the period 2/01/24 through 8/01/24.

WEIGHTED AVERAGE MATURITY OF PORTFOLIO
As of January 31, 2024 the weighted average days to maturity of the City's investment portfolio is 1.88 years.

FOOTNOTES TO REPORT/DEFINITION OF TERMS:
(I) The market value of U.S. Goverrnent Securities was provided by the custodial agent, Charles Schwab.

For the Local Agency Investment Fund the market value represents the contract value.

For all other investments, the market value is equal to book value. (2) Book value of demand deposits equals the bank balance minus outstanding checks plus deposits-in-transit.

Yield to Maturity (YTM): The percentage rate ofretum for the note assuming that the City holds the asset until its maturity date. It is the sum ofall its remaining coupon payments.

Par Value: Equals face value of security (value of the security when it reaches maturity).

Market Value: The last price for which a security was bought or sold. In this case, the value as of the last day of the month of this report.

Book Value: The amount at which the security is carried in the City's accounting records (adjusted at year-end for GASB 40 reporting purposes).

City of Carpinteria

COUNCIL AGENDA STAFF REPORT
February 26, 2024

ITEM FOR COUNCIL CONSIDERATION
Second reading of Ordinance No. 777, an Ordinance of the City Council of the City of Carpinteria, amending Carpinteria Municipal Code Section 2.52 pertaining to abandoned and unattended property.

STAFF RECOMMENDATION

1. Adopt Ordinance No. 777 (second reading), amending CMC Section 2.52; and

2. Find that approval and adoption of Ordinance No. 777 is exempt from CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061 (b)(3) of the CEQA Guidelines.

Sample Motion: I move to (1) adopt Ordinance No. 777 (second reading); and (2) find that approval and adoption of Ordinance No. 777 is exempt from CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061 (b)(3) of the CEQA Guidelines. (This motion requires a roll call vote.)

BACKGROUND
The City of Carpinteria ("City") currently prohibits the storage of personal property on public property and allows the City to remove any abandoned property, place it in storage, and then sell or destroy the property. This regulation is set forth in Carpinteria Municipal Code ("CMC") Section 2.52 (the "Abandoned and Unattended Personal Property Regulations").

Recent case law, including Lavan v. City of Los Angeles ("Lavan''), has determined that the removal and immediate destruction of a person's unattended property may violate the provisions of the United States Constitution that protect against unreasonable searches and seizures and require due process.

The City has not updated its Abandoned and Unattended Personal Property Regulations since these recent judicial decisions were published, and the current version of the 27322469.2
1 -;
Ordinance No. 777
February 26, 2024

Page 2 ends

Abandoned and Unattended Personal Property Regulations does not include the specific process and notice required by recent case law. The amendments proposed in Ordinance No. 777 are intended to bring the CMG into better alignment with these decisions and to increase the City's ability to legally enforce the Abandoned and Unattended Personal Property Regulations.

DISCUSSION
The purpose of this agenda matter is for the City Council to adopt Ordinance No. 777, which is attached as Attachment A and is identical to the version approved by City Council on February 12, 2024 at its first reading.

Ordinance No. 777 amends CMG Section 2.52 such that (i) abandoned personal property and personal property that is a threat to health and safety or criminal in nature may be immediately removed and disposed of by City staff while (ii) unattended personal property may only be removed in accordance with certain due process procedures (including providing pre and post-removal notice and storing the property for 90 days), subject to exceptions where compliance with the due process procedures is not feasible due to the nature of the property or other unique circumstances. The proposed amendments to the Abandoned and Unattended Personal Property Regulations are necessary to bring the CMG into alignment with recent case law.

POLICY CONSIDERATIONS
The proposed ordinance amending the Abandoned and Unattended Personal Property Regulations is consistent with the City aligning the CMG and City policies and procedures with changes in the law. Further, updating the Abandoned and Unattended Personal Property Regulations is part of the City's response to homelessness and is thus consistent with the City's interest in promoting public health and safety and with Resolution No. 6038, concerning the Community Action Plan to Address Homelessness in Santa Barbara County.

FINANCIAL CONSIDERATIONS
There are no direct financial considerations related to this item.

ENVIRONMENTAL CONSIDERATIONS
Ordinance No. 777 is exempt from review under CEQA in accordance with CEQA Guidelines section 15060(c)(2), which applies where an activity will not result in a direct or reasonably foreseeable indirect physical change in the environment; section 15060(c)(3), which applies where an activity is not a "project" as defined in section 15378 of the CEQA Guidelines; and section 15061(b)(3), which applies where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.
27322469.2
Ordinance No. 777
February 26, 2024

Page 3 ends

LEGAL AND RISK MANAGEMENT CONSIDERATIONS
The enforcement of ordinances and regulations like the City's Abandoned and Unattended Personal Property Regulations is an evolving area of law. Given the evolving nature, there is some risk that the law could be further refined or modified by the courts such that the City's Abandoned and Unattended Personal Property Regulations, as amended by Ordinance No. 777, become outdated. Regardless, the proposed amendments are necessary to better align the CMC with the current law in this area.

There may be a need for additional amendments in the future as this area of law continues to progress.

OPTIONS

1. Adopt Ordinance No. 777 (second reading).

2. Direct staff to make changes to Ordinance No. 777.

3. Reject Ordinance No. 777.

PRINCIPAL PARTIES EXPECTED AT MEETINGS
There are no principal parties expected at the meeting.

ATTACHMENTS
Attachment A Ordinance No. 777
Staff Contact: Nick Bobroff, Community Development Director (805) 755-4407 / [email protected]
Reviewed by: Michael Ramirez, City Manager
(805) 755-4400, [email protected]
Reviewed by: Jena Shoaf Acos,
on behalf of Brownstein Hyatt Farber Schreck, LLP
acting as City Attorney for the City of Carpinteria
Signature
27322469.2

ATTACHMENT A
ORDINANCE NO. 777

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CARPINTERIA, CALIFORNIA, AMENDING CHAPTER 2.52 OF THE CARPINTERIA MUNICIPAL

CODE PERTAINING TO ABANDONED AND UNATTENDED PERSONAL

PROPERTY
WHEREAS, within the City of Carpinteria ("City") and other cities in the surrounding region, and throughout the State of California, there is a significant number of people experiencing homelessness;
WHEREAS, persons experiencing homelessness (and occasionally persons not experiencing homelessness) sometimes store personal items on public or private property, particularly if they have no other place to store it;
WHEREAS, storage of items in undesignated places can create unsanitary, unhealthy, disorderly, and dangerous conditions that may affect both the individuals and the general public; WHEREAS, the Legislature of the State of California has, in Government Code sections 65302, 65560, and 65800, conferred upon local governments the authority to adopt regulations designed to promote the public health, safety, and general welfare of its citizenry; WHEREAS, in accordance with Government Code sections 65302, 65560, and 65800, the City currently allows immediate removal and sale of individual items pursuant to Carpinteria Municipal Code ("CMC") Chapter 2.52;
WHEREAS, recently, various courts have analyzed enforcement of local agency regulations similar to those codified in CMC Chapter 2.52 and have held that enforcement of such regulations without providing due process to the owner of the personal property may constitute a violation of the Fourth Amendment to the U.S. Constitution's prohibition on unreasonable searches and seizures;
WHEREAS, notwithstanding the recent case law, there are situations where abandoned or unclaimed property may create a substantial danger or risk of harm that requires immediate removal of the personal property without following due process procedures in order to prevent substantial harm to individuals, the health and/or safety of the public, and/or the City's vital government services. For example, open food items left on public property can attract vermin, which in tum can result in substantial adverse public health and safety impacts, including injuries to persons and property;
WHEREAS, the City, in consultation with legal counsel, has determined that CMC Chapter 2.52 require updates in order to better align with recent case law. However, it is critical that the City still be able to quickly remove encampments and personal items that endanger human lives, public health and safety, and vital government services; WHEREAS, this Ordinance would require that the City comply with certain due process procedures when removing and disposing of personal property, but expressly acknowledges that j
Ordinance No. 777

Page 2 ends

minimized due process procedures may be needed in some situations in order to promote public health, safety, and welfare;
WHEREAS, it has been determined that amending the CMC as provided for in this Ordinance is within the City's best interest; and
WHEREAS, the City acknowledges that homelessness continues to remain a dynamic and evolving issue within the City and the surrounding region that requires coordinated efforts by the City, the County of Santa Barbara, the State of California, the Federal Government, and regional partners.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF CARPINTERIA DOES ORDAIN AS FOLLOWS:

SECTION 1. Recitals Incorporated.

The above recitals are incorporated herein and are each relied upon independently by the City Council in its adoption of this Ordinance.

SECTION 2. Amendment of Chapter 2.52 of the Carpinteria Municipal Code.

Chapter 2.52 of the CMC is hereby amended to read as set forth in Exhibit A, the text and strikeout of which is attached hereto as Exhibit B.

SECTION 3. Effective Date.

This Ordinance shall be in full force and effect thirty days following the second reading of the Ordinance. Before the expiration of fifteen (15) days following passage, this Ordinance shall be published once with the names of the members of the City Council voting for and against the same in the Coastal View News, a newspaper of general circulation, published in the City.

SECTION 4. Severability.

If any section, subsection, sentence, clause, phrase, or word of this Ordinance is for any reason held to be invalid by a court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have passed and adopted this Ordinance, and each and all provisions hereof, irrespective of the fact that one or more provisions may be declared invalid.

SECTION 5. CEQA Exemption.

The City Council finds that this Ordinance is not subject to the California Environmental Quality Act ("CEQA") pursuant to Title 14 of the California Code of Regulations, CEQA Guidelines sections 15060( c )(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment), 15060( c )(3) (the activity is not a "project" as defined in section 15378), and 15061(b)(3) (the activity is covered by the common sense exemption that CEQA applies only to projects which have the potential for causing a significant effect on the environment; where it can be seen with certainty that there is no possibility that the activity in Ordinance No. 777

Page 3 ends

question may have a significant effect on the environment, the activity is not subject to CEQA).

The Ordinance generally prevents changes in the environment and thus has no potential for resulting in physical change to the environment, either directly or indirectly.

SECTION 6. Publication.

The City Clerk shall certify as to the passage of this Ordinance and cause the same to be published and posted in the manner prescribed by California law.

PASSED, APPROVED, AND ADOPTED this 26
th day of February, 2024, by the
following vote:

AYES: COUNCILMEMBER(S):

NOES: COUNCILMEMBER(S):

ABSENT: COUNCILMEMBER(S):

ABSTAIN: COUNCILMEMBER(S):

Mayor, City of Carpinteria
ATTEST:

Brian C. Barrett, CMC, CPMC
City Clerk, City of Carpinteria
I hereby certify that the foregoing Ordinance was duly and regularly introduced and adopted at a regular meeting of the City Council of the City of Carpinteria held this 26 th day of February,
2024.

Brian C. Barrett, CMC, CPMC
City Clerk, City of Carpinteria
APPROVED AS TO FORM:

Jena S. Acos, on behalf of Brownstein
Hyatt Farber Schreck, LLP, acting as
City Attorney of the City of Carpinteria
Ordinance No. 777

Page 4 ends

EXHIBIT A
Chapter 2.52
[Starts on next page]
Title 2 - ADMINISTR ATION AND PERSONNEL
Chapter 2.52 UNCLAIMED AND ABANDONED PROPERTY
Chapter 2.52 UNATTENDED AND ABANDONED PERSONAL PROPERTY

2.52.010 Definitions.

A. "Personal property" means movable, tangible items or things.

B. Personal property that is a "threat to health/safety or criminal" means personal property that poses a threat to health and safety or is contraband/evidence of a crime (such as drug paraphernalia).

C. "Abandoned personal property" means personal property that, based on the totality of the circumstances, a reasonable person would believe has been abandoned by its owner. Personal property belonging to a homeless person is generally not abandoned personal property.

D. "Unattended personal property" means personal property that, based on the totality of the circumstances, a reasonable person would believe has been left unattended by its owner but is not abandoned.

2.52.020 Storage Prohibited.

It is unlawful to store personal property on public property.

2.52.030 Abatement Process.

A. Abandoned personal property and personal property that is a threat to health/safety or criminal may be immediately removed and disposed of by enforcement officers.

B. Subject to Section C below, unattended personal property may only be removed in accordance with the following procedures:

1. Post pre-removal notice 72 hours prior to removal.

2. Post post-removal notice notifying the reader of how to collect removed items.

3. Hold property for 90 days.

C. If City staff reasonably determines that compliance with the pre-removal notification requirement set forth in Subsection B.l is not feasible given the nature of the property, staff shall follow the other aspects of the Abatement Process (e.g., post-removal notice and 90-day storage) to the extent reasonably possible. If City staff reasonably determines that compliance with both the notification requirements set forth in Subsections B.1 and B.2 are not feasible given the nature of the property, staff shall follow the procedures for summary abatement set forth in Chapter 1.06.

D. After holding personal property for the requisite time period, the city manager or authorized designee may sell or otherwise dispose of such property, including via a public auction held in accordance with California Civil Code§ 2080 et seq.

Page 5 of 10 ends

j
Title 2 - ADMINISTRATION AND PERSONNEL
Chapter 2.52 UNCLAIMED AND ABANDONED PROPERTY

2.52.040 Exception to Enforcement.

Notwithstanding anything to the contrary in Chapter 1.08 or elsewhere in this Code, enforcement officers shall not issue a citation or otherwise pursue prosecution to enforce unauthorized storage of personal property in violation of Section 2.52.020 when the violator is a homeless person, provided that personal property belonging to such persons may still be removed in accordance with the abatement process set forth above.

Page 6 of 10 ends

Ordinance No. 777

EXHIBIT B
Chapter 2.52
[Starts on next page J
Title 2 - ADMINISTRATION AND PER SONNEL
Chapter 2.52 UNCLAIMED AND ABANDONED PROPER TY
Chapter 2.52 UNCbAIM~C>UNATTENDED AND ABANDONED PERSONAL PROPERTY1

2.52.010 Definitions.

D. 2,§2,010 yersonal property SteFage and ea Fe by peliee depaFtment" means movable. tangible items or things.

L Personal property that is a "threat to health/safety or criminal" means personal property that poses a threat to health and safety or is contraband/evidence of a crime (such as drug paraphernalia). t, "Abandoned personal property" means personal property that. based on the totality of the circumstances. a reasonable person would believe has been abandoned by its owner. Personal property belonging to a homeless person is generally not abandoned personal property.

D. "Unattended personal property" means personal property that. based on the totality of the circumstances. a reasonable person would believe has been left unattended by its owner but is not abandoned.

The police department may take into its possession and care for any abandoned bicycle, tricycle, gocart or other personal property left upon a public alley, street or place and is authorized to place the same in storage and to talw any and all steps necessary to properly care for such property. Upon taking possession of such property, the police department shall give notice thereof to the owner if such owner can be ascertained b•r a reasonable investigation.
(Prior code§ 3601(a))

2.52.020 Unelaimed pF8peFty Sale aYtheFized DispesitienStorage Prohibited.

A: Whenever any property of any kind or nature comes into the possession of the police department and is unclaimed for the following specified periods, the property shall be sold or disposed of by the city manager or designee unless the owner, in the meantime, has claimed such property.

Ba- Such unclaimed property in the possession of the police department shall be held for a period of at least three months during which time the police department shall try to ascertain the 0 1,vner thereof. If such
owner can be found or ascertained, such property shall be restored to such owner and the owner shall at lhal lime pay any reasonable storage charges that may be required.

It is unlawful to store personal property on public property.

2.52.030 Abatement Process.
fu Abandoned personal property and personal property that is a threat to health/safety or criminal may be immediately removed and disposed of by enforcement officers. ±For statutory pro¥isions on lost and unclaimed property, see Ci¥il Code § 2080 et seq.

Carpinteria, California, Code of Ordinances
(Supp. No. 4947}
Created: ~2023-05-03 11:;!9g:33!l§ [EST)

Page 8 of 10 ends

~ Subiect to Section C below. unattended personal property may only be removed in accordance with the following procedures:
~ Post pre-removal notice 72 hours prior to removal.
k Post post-removal notice notifying the reader of how to collect removed items. 1, Hold property for 90 days.

G. If City staff reasonably determines that compliance with the pre-removal notification requirement set forth in Subsection B.1 is not feasible given the nature of the property. staff shall follow the other aspects of the Abatement Process (e.g .• post-removal notice and 90-day storage) to the extent reasonably possible. If City staff reasonably determines that compliance with both the notification requirements set forth in Subsections B.1 and B.2 are not feasible given the nature of the property. staff shall follow the procedures for summary abatement set forth in Chapter 1.06.

H. G:- After holding SU€hpersonal property for a period of three R'tonths, in the event any s1:1ch property is 1:1nclaiR'ted or 1:1nredeeR'ted by the 01.vnerthe requisite time period, the city manager or authorized designee sl=la#may sell or otherwise dispose of such property, and the whole thereof, atincluding via a public auction to the highest bidderheld in accordance with California Civil Code§ 2080 et seq.

G-:- The owner of s1:1ch property, or any part thereof, who R'tay establish ownership thereof, R'tay reclaiR't and redeeR't the property or any part thereof, at any tiR'le prior to its actl:lal sale. ~ The only exception to the above any perishable or na1:1seating property which R'tay be destroyed as soon as possible.

J:.: Notice of s1:1ch sale shall be gi•ten by the cit•; R'tanager or a1:1thorized designee at least five days before the tiR'te fo<ed therefor by p1:1blication once in a news13aper of general cire1:1lation p1:1blished in the cit•;. Any property reR'taining 1:1nsold after being offered at s1:1ch p1:1blic a1:1ction R'tay be destroyed or otherwise disposed of by the city.

G,. If the city deterR'tines that any s1:1ch property transferred to it for sale is needed for a p1:1blic 1:1se, s1:1ch property R'tay be retained by the city and need not be sold. {Ord. 541 § 1 {13art), 1998: Ord. 247 § 9, 1978: prior code§ 3600) a.sa.o~o Cenfiseated weapens and nareeties 0ispesitien.

Weapons 1:1sed in the COR'tR'tission of a criR'te and all confiscated •.veapons R'tay not be sold at a1:1ction or released b1:1t R'tl:ISt be destro~<ed according to law. Narcotics R'tl:ISt also be disposed of as req1:1ired by law. {Prior code§ 3601{b))
(Supp. No. 49)
Title 2 - ADMINISTRATION AND PERSONNEL
Chapter 2.52 UNCLAIMED AND ABANDONED PROPERTY

2.52.040 ~ouAd property RetuFA to fiAderException to Enforcement.

Notwithstanding anything to the contrary in Chapter 1.08 or elsewhere in this Code. enforcement officers shall not issue a citation or otherwise pursue prosecution to enforce unauthorized storage of personal property in violation of Section 2.52.020 when the violator is a homeless person. provided that personal property belonging to such persons may still be removed in accordance with the abatement process set forth above.

A: The provisions of California Civil Code Sections 2080, 2080.1 and 2080.2 shall apply to found property, the finder and restoration to owner procedures.

B-. In the event no o•,vner of found property whose reported value is two hundred and fifty dollars or rnore appears within three rnonths of the date such property is turned o•,er to the police departrnent, the city rnanager shall cause a notice of the property to be published at least once in a newspaper of general circulation within the city. If after seven days of the publication of such notice, no owner appears and proves his ownership of the property and the person who found or saved the property pays the cost of the publication, the title shall vest in the person who found or saved the property unless the property was foL,tnd in the course of ernployrnent by an ernployee of any public agency in which case the property shall be sold pursL,tant to Section 2.52.020.
&. If the reported value of the property is less than two hundred and fifty dollars and no owner appears and proves ownership of the property within three rnonths, the title shall vest in the person who found or sa•,ed the property, unless the property was found in the course of ernployrnent by an ernployee of any public agency, in which case the propert·r shall be sold pursuant to Section 2.52.020. {Ord. 541 § 1 {part), 1998: Ord. 314 § 1, 1981)
Carpinteria, California, Code of Ordinances
(Supp. No. 4947)
Created: 2e23 12 01 102023-05-03 11:29g:~~ [EST]

Page 1 of 1 ends

City of Carpinteria

COUNCIL AGENDA STAFF REPORT
February 26, 2024

ITEM FOR COUNCIL CONSIDERATION
Adoption of Resolution No. 6291, amending Resolution No. 6152 regarding the City Manager's Designation of a City Manager Pro Tempore during periods of time when the City Manager makes such designations.

STAFF RECOMMENDATION
Approve and adopt Resolution No. 6291, amending Resolution No. 6152 regarding the City Manager's Designation of a City Manager Pro Tempore during periods of time when the City Manager makes such designations.

Sample Motion: I move to approve and adopt Resolution No. 6291, amending Resolution No. 6152 regarding the City Manager's Designation of a City Manager Pro Tempore during periods of time when the City Manager makes such designations.

BACKGROUND
Carpinteria Municipal Code Section 2.08.060 establishes that the City Manager shall designate one of the City officers or department heads to temporarily serve in the role of City Manager during certain absences of the City Manager. The City Council adopted Resolution No. 6152 on August 8, 2022 which approved the Assistant City Manager to serve as the Manager pro tempore when designated.

The purpose of this agenda matter is to amend Resolution No. 6152 to expand the Manager pro tempore designation to one of the officers or department heads of the City in the absence of the Assistant City Manager as authorized by Carpinteria Municipal Code.

DISCUSSION
The City Manager pro tempore serves as the City Manager to ensure continuity in City services, including emergency response, during the City Manager's absence.

Designating a City Manager pro tempore is only required under circumstances where the City Manager anticipates they will be temporarily unavailable to participate in City Manager Pro Tempore Designation - Resolution No. 6291 February 26, 2024

Page 2 ends

necessary decisions concerning the day-to-day operations and/or emergency response.

Examples of circumstances when the City Manager may consider designating the City Manager pro tempore include when traveling to a location that is a great distance from the City or to a location that lacks access to cell phone service.

The attached resolution, if approved by the Council, would expand the Manager pro tempore designation to one of the officers or department heads of the City in the absence of the Assistant City Manaqer who was designated as Manager pro tempore via Resolution No. 6152. Any time the City Manager makes such designation, they are required to make the designation in writing, stating the reason for the designation, the start and end date, and to timely notify the City Council and appropriate staff.

POLICY CONSISTENCY
Carpinteria Municipal Code Section 2.08.060, Manager pro tempore, describes the process for designating the City Manager pro tempore. Independent of consideration of approving the City Managers designation of a Manager pro tempore, the City Council may designate a duly qualified person to perform City Manager duties in the absence or incapacitation of the City Manager.

FINANCIAL CONSIDERATIONS
No Additional Funding Requested. Minimal staff time to prepare the report is included in the Adopted FY 2023-24 Budget.

LEGAL AND RISK MANAGEMENT CONSIDERATIONS
The proposed action to approve the City Manager's designation is consistent with Section 2.08.060 of the Carpinteria Municipal Code. Approving the additional designation of one of the officers or department heads of the City as the City Manager pro tempore is a prudent risk management measure to ensure continuity of government services.

OPTIONS

1. Approve and adopt Resolution No. 6291, amending Resolution No. 6152 regarding the City Manager's Designation of a City Manager Pro Tempore during periods of time when the City Manager makes such designations. (Staff recommendation)

2. Modify and approve and adopt Resolution No. 6291.

3. Decline to approve and adopt Resolution No. 6291 and provide direction to staff as appropriate.

PRINCIPAL PARTIES EXPECTED AT MEETING
None
G:\CC Staff Reports\2024 0226\Final\City Manager Pro Tempore Designation\Staff Report.docx City Manager Pro Tempore Designation - Resolution No. 6291 February 26, 2024

Page 3 ends

ATTACHMENTS
A: Resolution No. 6291
Staff contact:

Brian C. Barrett, City Clerk
(805) 755-4403; [email protected]
Reviewed by: Michael Ramirez, City Manager
(805) 755-4450, [email protected]
G:\CC Staff Reports\2024 0226\Final\City Manager Pro Tempore Designation\Staff Report.docx City Manager Pro Tempore Designation - Resolution No. 6291 February 26, 2024

Page 4 ends

ATTACHMENT A
Resolution No. 6291
G:\CC Staff Reports\2024 0226\Final\City Manager Pro Tempore Designation\Staff Report.docx RESOLUTION NO. 6291

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARPINTERIA, AMENDING RESOLUTION NO. 6152 REGARDING THE

CITY MANAGER'S DESIGNATION OF A CITY MANAGER PRO

TEMPORE DURING PERIODS OF TIME WHEN THE CITY MANAGER

MAKES SUCH DESIGNATIONS
WHEREAS, the City Manager is appointed by the City Council as the administrative head of the city government, responsible for day-to-day operations, as described in Chapter 2.08 of the Carpinteria Municipal Code (CMG); and WHEREAS, CMG Section 2.08.060 authorizes the City Manager to designate one of the officers or department heads of the City to serve as Manager pro tempore in the event of the absence or disability of the City Manager; and WHEREAS, the City Manager has recommended that the Assistant City Manager serve as the Manager pro tempore; and
WHEREAS, in the absence of the Assistant City Manager, one of the officers or department heads of the City shall serve as City Manager pro tempore as assigned by the City Manager or Assistant City Manager.

NOW, THEREFORE, BE IT RESOLVED as follows:

SECTION 1. The above recitals are true and correct, and incorporated herein by reference.

SECTION 2. The Assistant City Manager is approved to serve as the Manager pro tempore any time so designated by the City Manager.

SECTION 3. In the absence of the Assistant City Manager, the City Manager may assign one of the officers or department heads of the City to serve as Manager pro tempore any time so designated.

SECTION 4. The City Manager shall provide written notification to the City Council and appropriate staff any time a Manager pro tempore designation is made.

The written notification shall, at a minimum, include a description of the need for the designation and the start and end date for the designation.

Resolution No. 6291

Page 2 ends

PASSED, APPROVED AND ADOPTED on this 26
th day of February, 2024, by
the following vote:

AYES: COUNCILMEMBER(S):

NOES: COUNCILMEMBER(S):

ABSENT: COUNCILMEMBER(S):

ABSTAIN: COUNCILMEMBER(S):

Mayor, City of Carpinteria
ATTEST:

Brian C. Barrett, CMC, CPMC
City Clerk, City of Carpinteria
I hereby certify that the foregoing resolution was adopted at a regular meeting of the City Council of the City of Carpinteria held on February 26, 2024.

Brian C. Barrett, CMC, CPMC
City Clerk, City of Carpinteria
APPROVED AS TO FORM:

Jena Shoaf Acos, on behalf of Brownstein
Hyatt Farber Schreck, LLP acting as
City Attorney of the City of Carpinteria
City of Carpinteria
Cour.tcn- AcenoR Srnrr Reponr
February 26,2024

ITEM FOR COUNCIL CONSIDERATION
Agreement with West Coast Arborists, lnc. for Tree Maintenance Services.

STAFF RECOMMENDATION
Authorize the City Manager to execute a five-year Agreement with West Coast Arborists, lnc. for tree maintenance services in an amount not-to-exceed $537,586 Motion: I move to authorize the City Manager to authorize the City Manager to execute a five-year Agreement with West Coast Arborists, lnc. for tree maintenance services in an amount not-to-exceed $537,586.
(This motion requires a roll callvote.)

BACKGROUND
The Public Works Department's Street Maintenance Program provides for the maintenance of all City rights-of-way including curbs, gutters, sidewalks, street landscaping, benches, trash receptacles, bicycle racks, tree trimming, removal of hazardous or dead trees, planting of new trees, and graffiti removal. Tree maintenance including tree trimming is performed by the Public Works Department Maintenance Division as well as through a contract services provider for larger work, ln 2015, the City solicited proposals through a Request for Proposal (RFP) process for tree maintenance services. On November 23,2015, the City Council approved a fiveyear term Agreement with West Coast Arborists, lnc. that includes the option to extend the Agreement for three (3) one-year term periods and not to exceed a total of eight (8) years. On November 23, 2020, the City Council authorized the City Manager to execute Amendment No. 1 to the Agreement, extending the term for one year through November 23,2021. On December 13,2021, the City Council authorized the City Manager to execute Amendment No. 2, extending the term for one year through November 23,2022. On November 14,2022, the City Council authorized the City Manager to execute Amendment No. 3, extending the term for one year through Tree Maintenance Services Agreement
February 26,2024
Page2
November 23,2023. Amendment No. 3 was/is the last one-year term in accordance with the Agreement.

The purpose of this agenda matter is for the City Council to authorize the City Manager to execute a five-year Agreement with West Coast Arborists, lnc. for tree maintenan6e services in an amount not-to-exceed $537,586.

DISCUSSION
Staff administered an RFP process as a best-value (BV) procurement process in order to again solicit tree maintenance services. The BV procurement process for mainte-nance-type services is a competitive procurement process in which the highestrated firm is selected based on both qualifications and fee (i.e., upfront pricing). - Qualifications are based on the following criteria:
1' The firm's qualifications and ability to perform the work based on information provided by the firm and client references.

2. The firm's supervisor, operators, and any subcontractor's qualifications, knowledge of local conditions, and ability to perform the work based on information provided by the firm.

3. The firm's responsiveness and availability to the City, and the ability of the firm's supervisor, operators, and any subcontractor(s) to effectively and ehicienfly provide the service. 4' The firm's understanding of the scope of services as demonstrated by its approach, lhe proposal's responsiveness to the RFP and the City's n-eeds, and its demonstrated ability to meet the contract. 5. Based on client references, the firm's performance on similar services. ln January 2024, staff issued the RFP, as shown as Attachment A, to the following tree maintenance services companies (in alphabetical order):

Branch Out Tree Care, lnc. (Santa Barbara, CA)
Mark Crane's Tree, lnc. (Santa Barbara, CA)
Quality Tree Care and Landscaping (Santa Barbara, CA)
Treescapes Urban Forestry Management (Camarillo, CA)
West Coast Arborists, lnc. (Anaheim, CA)
Of these companieg, stalf received proposals from both Treescapes Urban Forestry Management and West Coast Arborists, lnc. Based on the aforementioned criteria, staff determined West Coast Arborists, lnc. as the highest-rated firm for its qualifications and proposal approach to performance and technological efficiency. ln b!ef, the proposed tree maintenance services by West Coast Arborists, Inc. includes the following tasks:

Tree Maintenance Services Agreement
February 26,2024

Page 3 ends

Details of these tasks are shown in the proposalwithin the Agreement, as shown as Attachment B.

The proposed fee, as also shown in the proposalwithin the Agreement, translates to approximately $8,960 per month, which is approximately $107,520 per year, for a fiveyear term. However, not all tasks would be ordered all at once by the City every month.

That is, tasks would be ordered as an as-needed or on-call basis. So, the monthly fee would vary depending what task is ordered. The Agreement would be for an initial term of five (5) years with up to three (3) one-year optional extension periods at the City's discretion. Staff determined the fee proposal from West Coast Arborists, lnc. to be cost feasible.

POLICY CONSISTENCY
The provision of tree maintenance services is supportive of Carpinteria Municipal Code Chapter 12.28 (Street Trees, Shrubs and Plants) which establishes rules and regulations relating to the planting, care, maintenance and removal of trees, shrubs and any other plantings in public areas, rights-of-way and easements, and relating to certain activities on private property. Further, the recommendation may also be found consistent with the City's Street Tree Management Plan.

The recommendation is also consistent with the intent of the City's Purchasing System as specified by Carpinteria Municipal Code Chapter 3.32.

FINANCIAL CONSIDERATIONS
No Additional Funding Requested. There is sufficient budget in both 215-441-5356 - Tree Maintenance and 215-441-5357 - Tree Replacement for the remainder of Fiscal Year 2023124. Future budget will be appropriated in the ensuing fiscal years for the initial five-year term of the Agreement, accordingly.

LEGAL AND RISK MANAGEMENT CONSIDERATIONS
The execution of the Agreement is a maintenance-type service agreement and is exempt from the bidding procedures of the California Uniform Construction Cost Accounting Act for maintenance work. Further, the proposed Agreement is not for Tree Maintenance Services Ag reement
February 26,2024

Page 4 ends

supplies or equipment, and tree maintenance services are not required to be purchased as supplies or equipment through the bidding procedures of Carpinteria Municipal Code Chapter.3.32 (Purchasing System). Howevei, a competitive procurement process is still required to be consistent with the intent and spirit of said chapter. The execution of the Agreement is based on the BV procurement process, which is a competitive procurement process and consistent with the intent and spirit of said chapter.

OPTIONS
The City Council could choose to:
1' Authorize the City Manager to execute a five-year Agreement with West Coast Arborists, lnc. for tree maintenance services in an amount not-to-exceed $537,586. (Staff recommendation) 2' Not authorize execution of the Agreement and direct staff as determined appropriate.

PRINC AL PARTIES ATMEETING
West Coast Arborists, lnc

ATTACHMENTS
Attachment A:

Attachment B:

Request for Proposal
Agreement for west coast Proposal for street rree services Staff contact:

Stephon Downes, Management Analyst
(805) 7 55-4446; [email protected]
Reviewed by:

John L. llasin, Public Works Director
(805) 880-3402; [email protected]
Reviewed by:

Michael Ramirez, City Manager
(805) 7 55-4450; m ichaelr@carpinteriaca. qov

ATTACHMENT A
Request for Proposal

THIS PAGE INTENTIONALLY LEFT BLANK
CITY Of CARPINTERIA, cALIFoRNIA
January 11,2024
Re: Request for Proposals for Tree Trimming and Tree Maintenance Seruices Dear Prospective Bidder,
The City of Carpinteria is soliciting Requests for Proposals (RFP) from qualified firms to perform tree trimming and tree maintenance services citywide. The selected firm will also be responsible for responding to the City's emergency tree issues.

The City is a California general law city providing local government services to a population of 13,547 on the South Coast of Santa Barbara County. The City currently has approximately 3,010 street trees located within the City's right-of-way laid out over five distinct districts. The regulations for tree maintenance are outlined in the City's Municipal Code and the City follows the American National Standards lnstitute (ANSI) for Tree Care Operations. lf you are interested in this opportunity, please complete the required forms in the enclosed RFP and deliver or mail the entire RFP and three copies in a sealed envelope clearly marked "Tree Trimming and Tree Maintenance Services Bid Proposal" to the address below.

Questions pertaining to the Scope of Work can be directed to Robert Howard, Public Works Supervisor at [email protected] and any other questions may be directed to Stephon Downes, Management Analyst at [email protected]. All questions related to this RFP are due by Wednesday, January 24,2024 by 5:00 pm.

For more information and to obtain the required documents, please visit the City of Carpinteria, Department of Public Works web page at www.carpinteriaca.qov. Request for Proposals will be received until 2:00 pm on Wednesday, January 31, 2024 when the RFPs will be publicly opened in the Council Chambers at5775 Carpinteria Avenue, Carpinteria, CA.

Thank you for your time, effort, and interest in our Tree Maintenance Services.

Sincerely,
John L llasin, P.E.,
Public Works Director
Encl. RFP for Tree Trimming and Tree Maintenance Services 5775 CARPINTERIA AVENUE o CARPINTERIA, CA 93013-2603 (805) 684-5405 o FAX (805) 684-5304 www. carpinteriaca.gov

CITY OF CARPINTERIA

REQUEST FOR PROPOSALS
For:

TREE TRIMMING AND TREE MAINTENANCE SERVICES
Proposal Release Date:

Thursday, January 11, 2024
Questions Due by:

Wednesday, Jan uary 24, 2024
5:00 PM
Proposal Submittal Due Date and Time:

Wednesday, January 31, 2024
2:00 PM

COMPLETE THE FORMS WITHIN THIS RFP AND DELIVER OR MAIL THE ENTIRE RFP AND THREE COPIES IN A SEALED ENVELOPE CLEARLY MARKED ..TREE TRIMMING AND TREE MAINTENANCE SERVICES BID PROPOSAL" TO THE ADDRESS BELOW.

Prepared by
City of Carpinteria
Department of Public Works
57 7 5 Carpinteria Avenue
Carpinteria, CA 93013
(805) 684-5405
City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 1 ends

Table of Contents
RFP INFORMATION 2

INTRODUCTION
-2
BID SUBMISSION INSTRUCTIONS 2
INQUIRIES 2
scoPE oF woRK _ 3

CONTRACT TERM

AWARD CRITERI

TERMS AND CONDITIONS

I NSURANCE REQUI REMENTS

DEFINITIONS

REQUIRED FORMS FOR SUBMITTAL

BID PRICE SHEET

DESIGNATION OF SUBCONTRACTORS
STATEMENT OF NON.COLLUSION BY CONTRACTOR
22 22
24 26
27 30
30 33
34 CONTRACTOR'S ORGANIZATION STATEMENT AND PERFORMANCE HISTORY 35 City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

RFP INFORMATION
Page2

INTRODUCTION
The City of Carpinteria (the "City") is soliciting proposals from qualified companies to perform tree trimming and tree maintenance services citywide. The selected firm will also be responsible for responding to the City's emergency tree issues. The terms ConsultanUContractorA/endor will be referred to herein is "Contractor" in this Request for Proposals (RFP).

The City is seeking to award a tree trimming and tree maintenance contract for an initial term_of five (5) years, with three (3) one-year (1-year) extension periods at the option of the City. The award will be made to the lowest responsive and responsible bidder.

BID SU MlsstoN tNs CTIONS
lnclude all costs associated with performing the Scope of Services described in this RFP. Complete all the required forms in this RFP and submit one (1) original and three (3) copies of this entire RFP to the Public Works Department by ihe -date and time stated on the coversheet of this RFP. This time and date is fixed and extensions will not be granted. Bid proposals received after the deadline will not be considered. Late submittals will be destroyed thirty (30) days after bid opening. Bid Proposals shal be submitted in sealed envelopes clearly marked on the ouGide "Tree Trimming and Tree Maintenance Services Bid Proposal". Mail or deliver sealed bid proposals to:

US Mail/ FedEx / UPS / Hand Detivery
City of Carpinteria
Public Works Department
5775 Carpinteria Ave.

Carpinteria, CA 93013
Bid proposals in the form of telephone calls, facsimiles or e-mails will not be accepted.

The City does not recognize the U.S. Postal Service, UPS, FedEx, or other carriers in determining the date and time the bid was received.

It is the responsibility of the bidder to carefully examine this RFp and any addenda, which, if issued, will be posted on the City's website.

Bid results are available upon request 2-3 business days after the bid opening. posted bid prices are preliminary in nature and may not reflect the final cost calculation. No notification will be sent to unsuccessful bidders.

INQUIRIES
Only the following individuals may be contacted during the procurement process Questions Pertaining to Scope of
Work
Name: Robert Howard, Public Works Supervisor
Email address: robe interiaca
Questions other than Scope of Work Name: Stephon Downes, Management Analyst Email address steph ond@ca rpi nteriacs. q ov
City of Carpinteria - Request for Proposals Page 3
Tree Trimming and Maintenance Services
To provide adequate response time prior to the bid opening, all questions regarding this RFP must be submitted in writing to the appropriate person shown above by the time stated on the cover sheet of this RFP. lf the issue materially affects the RFP, the information will be incorporated into an addendum and posted on the City's website.

No letters or correspondence will be sent notifying prospective bidders of any modifications or clarifications to this RFP.

SCOPE OF WORK
The Contractor will be required to perform and complete the tree trimming and tree maintenance work by providing all labor, tools, transportation, equipment, materials and supplies necessary to complete all work in a professional, thorough and timely manner, in accordance with standards and specifications as contained in this Section "Scope of Work."
A. ANNUAL MAINTENANCE PROGRAM
1) The Contractor shall be required to submit a work schedule based on the City's annual tree pruning requirements, tree removal and replacement program, and planting projects, as detailed in paragraph "F" of this Scope of Work section.

The bid shall include a recommended annual work plan, daily work schedules, personnel and vehicles that would be required to complete the annual maintenance program as described in paragraph "E" of this Scope of Work section.

Depending on the City's current and future tree trimming and tree maintenance needs, the scheduled work may require multiple crews to perform concurrently within the same time constraints.
2) The Contractor shall have competent working supervisors at each jobsite at all times when work is being performed. Each supervisor must be capable of communicating effectively both in written and oral English and hold the necessary certifications or credentials as described herein for that position. All supervisors must possess adequate technical background to ensure that all work is accomplished in accordance with the special provisions of this RFP.

EMERGENCY RESPONSE PROTOCOL
1) The Contractor is required to have a Project Manager available by telephone on a twenty-four (24) hour basis that is assigned to provide direct and prompt attention to requests from the City for emergency and after-hours tree service requests.
a. The Contractor shall acknowledge tree related emergency calls during normal business hours of operation and after-hours within fifteen (15) minutes of the initial call by the City.
b. The response time for a crew to arrive on-site for tree related emergencies during normal business hours of operation shall not exceed sixty (60) minutes.
c. The response time for a crew to arrive on-site for tree related emergencies outside of normal business hours of operation shall not exceed two (2) hours.

B
City of Carpinteria - Request for proposals
Tree Trimming and Maintenance Services

Page 4 ends

Failure to meet these requirements for timely response to emergencies shall result in a $500 penalty for each occurrence, as the actual liquidated damages incurred by the City in such occurrence cannot readily be ascertained at this time.

C. CONTRACTOR EMPLOYEE PROTOCOL
1) The Contractor shall employ sufficient personnel qualified by reason of education, training and experience to discharge the services agreed to be performed by Contractor. Contractor shall provide service of the nlghest quality at all times, and personnel retained to perform this service shall be temperate, competent and othenryise fully qualified to fulfill the Contractor's obligations under the aruarded contract.
2) All employees of the Contractor performing services shall be dressed in clean, unaltered uniforms with suitable company identification. No portion of the uniform may be removed while working. Employees not in uniform shall be immediately removed from the work area. The Contractor shall provide a standard uniform consisting of at least a shirt, complimenting pants, a belt and boots appropriate to the work. All shirts, jackets or safety velts shall be clearly marked with company identification and the name of the employee wearing the uniform in the field. Contractor's employees shall appear neat and wellgroomed at all times. Contractor's employees shall wear brightly colored safety vests when operating machinery and/or while working within five hundred (500) feet of moving traffic or such other distance required by any applicable laws.
3) The Contractor's employees shall be subject to the following minimum requirements, skills, abilities and knowledge:
a. Have all proper licenses for operation of equipment utilized by such employee.
b. Ability to operate and maintain equipment in accordance with the man ufactu rer's recommendations.
c. Mechanical ability to make required operator adjustments to the equipment being used.
d. Knowledge of safety regulations as they relate to tree care and traffic control.
e. American Red Cross Standard First Aid Certification (minimum of one member of each crew).
f. Ability to communicate orally in English. Supervisor shall have ability to communicate in written English.
g. Demonstrated knowledge of tree care and related operations.

D. TREE INVENTORY
No later than three (3) months after full execution of the awarded contract for Tree Trimming and Tree Maintenance Services, the successful Bidder shall provide a complete city-wide update of the City's tree inventory. The tree inventory data shall City of Carpinteria - Request for Proposals Page 5
Tree Trimming and Maintenance Services
conform to the existing tree inventory database and include, but not be limited to, the following data fields:
1) Tree Location
A GPS tree inventory shall be created with a new database using the City's standardized addressing system for all parks and open space areas. The Contractor shall be required to create an ESRI ArcView/Arc GIS compatible "shape file" utilizing such data.

The inventory shall be capable of showing the location of every existing tree site and vacant tree site on the City's existing GIS base maps (streets, parcels, addresses, ROW and hardscape, etc.).

The tree inventory shall be conducted by visiting each tree site or vacant planting site and plotting the position. The data shall be compatible with the latest version of ArcView. The location shall be stated within one (1) foot accuracy.

The tree inventory shall also include the location and height of uplifted sidewalks. This information will be updated, at a minimum, on a weekly basis.

Contractor shall indicate whether such tree is a Specimen or Heritage Tree.

The Contractor shall update the tree inventory on a daily basis, as conditions require (e.9., tree removed, tree planted, etc.). The City shall have access to the updated data at all times per Paragraph "P" of this Scope of Work section. 2) Measurement of Canopy Spread
As a part of the data collection process, the successful Bidder shall measure the canopy spread of each tree using either a laser rangefinder or a Roll-aTape, to the nearest foot, using a pre-established uniform protocol. This data shall be included in the inventory database in a format suitable for use by the City
3) Tree Condition
a. General condition of individual trees
b. Pruning requirements (i.e., recommended pruning cycle) c. Condition of surrounding hardscape (i.e. displacement, recent repairs) E. FIVE YEAR TREE MAINTENANCE PLAN
Within ten (10) months of contract award, Contractor will review citywide tree inventory and will provide the City with a Five Year Tree Maintenance Plan (TMP).

This plan will include the proposed annual grid trimming schedule outlining the plan for trimming each of the City's trees over a five year cycle, with exception for trees designated for more frequent trimmings. The TMP will be a five-year prioritized plan that identifies trees that need to be removed and replaced, as well as filling of vacancies. The TMP will present three (3) tree species as options for each tree site recommended for replacement. The options will take into account any of the City's appropriate planning documents such as the City's General Plan and Street F
City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 6 ends

Tree Master Plan, as well as spacing concerns, area for planting, sidewalks, existing landscape, watering needs, etc. The TMP will include in estimated annual cost for each of the five years, for removal and replacement, assuming a 24" box replacement.

WORK QUALITY AND GENERAL STANDARDS
All work performed by Contractor shall comply with good arboreal practice for the particular species of trees being trimmed, shall be consistent with the pruning Standards as adopted by the lnternational Society of Arboriculture, and/or "pruning Landscape Trees" by u.c. Agricultural Extension service #AXT-2g8. The Contractor shall also meet the requirements of the most current American National Standards, 2133-1-1972, entitled "Safety Requirements for Tree pruning, Trimming, Repair or Removal," published by the American National Standard lnstitute, lnc., 1430 Broadway, New York, New york 1OO1g.

The City's designated representative shall determine if the Contractor has met all trimming requirements, and payment shall not be made by the City for trimming that is not in accordance with the above standards.

Prior to beginning the work, the Contractor shall review with the City's designated representative the various methods, tools and work scheduling to be used on the specific project to be undertaken.

Any structural weakness, decayed trunk or branches, or split crotches or limbs discovered by the Contractor during the course of trimming shall be reported to the City's designated representative for determination of action, as soon as it is discovered. When working on a tree, the Contractor shall be responsible for the removal of all vines entwined in the tree or around its trunk, and for the removal of sucker growth from tree trunks.

Daily tree trimming operations shall commence no earlier than 7.00 AM and shall be completed each day no later than 4:30 pM.

The Contractor's quality of work for all trimming of trees shall be such that if a tree has been trimmed within the last twenty-four Qa) months, and there is an issue such as a limb drop, dead branches, etc., the Contractor will respond as directed by the City's designated representative (whether emergency or standard response) at Contractor's own expense.

A work zone shall be established and maintained for each tree trimming or other operations. The Contractor shall use all appropriate methods used in the field of tree trimming and tree maintenance for establishing and maintaining such work zone. No person other than members of the Contractor's work crew may be allowed to enter such work zone. lf any person enters such work zone, the Contractor shall immediately cease allwork and operation of all equipment until the work zone is clear.

G. PUBLIC NOTICING
The Contractor shall supply and post standard signage, with professional quality graphics, approved by the City's designated representative, on the trunk of the tree City of Carpinteria - Request for Proposals Page 7
Tree Trimming and Maintenance Services
at the work site at which work is to be performed, at least seventy-two (72) hours in advance of work with the signage clearly stating what type of work is to be done and what effect the work will have on parking availability at that particular site.

Posting shall be affixed to the tree trunk using materials that do not cause permanent damage to the tree. ln the event that a tree trunk is not available for posting, the Contractor shall affix the posting to a standard size safety cone and place that cone in the center of the parkway where a tree is to be planted or atop a stump that is scheduled for grinding.

The Contractor shall comply with all provisions of the Carpinteria Municipal Code (C.M.C.) regarding work to be performed on street trees and landscaping (See Carpinteria Municipal Code, Chapter 12.28).

H. TOOL SANITATION
On all trees, including palms, known or suspected to be diseased, pruning tools and cut surfaces shall be disinfected with a ten percent (10%) percent chlorine bleach solution after each cut and between trees where there is danger of transmitting the disease on tools. Fresh solution shall be mixed daily. Old solutions shall be disposed of through proper disposal methods. Dumping used or old bleach solutions on the ground or down the storm drain is strictly prohibited per the State Water Boards National Pollutant Discharge Elimination System (NPDES) Municipal Separate Storm Sewer System (MS4) Permit Order No.R4- 2012-0175. lt is unlawful for any person to discharge non-storm water discharges to the MS4 unless the discharger meets the requirements set forth in the NPDES MS4 Permit.

WILDLIFE PROTECTION
Prior to the commencement of any work in the vicinity of any tree, each tree shall be visually surveyed, from all sides, for the sole purpose of detecting the presence of bird nests or wildlife of any type. lf a nest is found and is determined to be active, there shall be no work of any type in the tree in which the nest is found without the written permission of the City's designated representative (C.M.C. Section 12.28.120). At no time shall any nest or wildlife be removed from its location. ln the event that wildlife is accidentally displaced, the Contractor shall notify the City's Animal Control Division and/or the nearest appropriate animal rescue facility for assistance.

PRE-INSPECTION
Prior to the commencement of any work in the vicinity of any tree, the Contractor shall identify the location of utilities, irrigation components and/or any private property element(s) that could be compromised by any work activity. lf identified, the Contractor shall take appropriate action to protect same. lf, during the course of pre-inspection, the Contractor identifies damage that exists before the onset of work, the Contractor shall document the damages with photos and report such damage to the City's designated representative prior to commencing work in that area. All photo documentation shall have the time and date embedded. Any claim of damage that cannot be refuted by photo-documentation and/or a written report to the City's designated representative shall be considered the responsibility of the Contractor.

J
City of Carpinteria * Request for Proposals
Tree Trimming and Maintenance Services

Page 8 ends

K. SETUP, OPERATIONS, EQUIPMENT STAGING
The Contractor shall setup, operate and stage in a manner that presents the least amount of disruption to residents, businesses, the public and traffic flow. Outside of an emergency situation, at no time will multiple setups or equipment staging be allowed on both sides of a street within the same block. Equipment shall nevel be stored or left unattended on a public street, City facility or private property. The staging of equipment shall not be exempt from the work hour restrictions defined herein.

L. IDENTIFICATION AND REPORTING OF HMARDS
While performing work of any type, the tree worker should inspect for any obvious hazards related to trees, including uplifted sidewalk segments. All lrazardous situations should be corrected or promptly reported to the City's designated representative. Any defective or weakened trees shall be reported to the City's designated representative. The Contractor will be responsible for providing the City with the location and height of the uplifted sidewalks as part of thq GIS mapping inventory. This information will be updated, at a minimum, on a weekly basis.

M. RISK MANAGEMENT
Tree work is a controlled task. At no time should work be performed so as to result in a loss of control incident (e.9. free-falling large limbs or trunk sections, hinge cutting to avoid use of ropes/hoisting equipment, lack of safety apparatus/equipment guards, improper use/loading of equipment). Failure to maintain control at all times shows a lack of planning and judgment, which is considered dangerous, and can result in serious injury or death. The Contractor will be held fully liable for any damages and/or injuries. ln addition the Contractor shall be responsible for the mitigation of any damages related to a loss of control incident, and indemnification and defense obligations of the city.

N. CLEANUP OF GREEN WASTE AND DEBRIS
Limbs, logs or any other debris resulting from any tree operations shall be prompily and properly removed. The work area shall be kept safe at all times until all operations are completed. Under no circumstances shall the accumulation of brush, limbs, logs or other debris be allowed to pose a hazard to the public. During production trimming and removals, debris shall be removed from public rights ol way and private property within one (1) hour of the completion of work on the tree from which the debris was generated. All trimming activities shall cease immediately if clean up equipment ceases to function or is not available (e.g. loader, roll off equipment, staff). Street rights of way shall not be used to siagL unattended debris generated during standard work hours. All debris from tree operations shall be cleaned up each day before the work crew leaves the site. All lawn areas shall be raked, all streets/sidewalks shall be swept, and all brush, branches, or other debris shall be removed from the site. Areas are to be left in a condition equal to or better than that which existed prior to the commencement of tree operations. No material is to be allowed to enter any storm drain nor shall any member of the public be allowed into the work area. Under no circumstances shall City of Carpinteria - Request for Proposals Page 9
Tree Trimming and Maintenance Services
any member of the public be allowed to collect, salvage, or remove any brush, limbs, logs or other debris from the work area.
o DISPOSAL OF MATERIALS
The Contractor shall provide to the City evidence of Recycling Credit under C.M.C.

8.08 for all green waste produced as a result of the Contractor's operations under the terms of an awarded contract. All green waste shall be reduced, reused, recycled, and/or transformed by the Contractor. Weight slips shall be required as proof of final disposal and must be submitted to the City with each demand for payment. All brush generated from tree trimming operations shall be recycled where practical.
1) Wood Chips
Reducing shall include but not be limited to chipping, grinding, and/or shredding operations. Disposal is to be at City Hall for use in the residential mulching program, or through use as mulch on City property at the direction of the City's desig nated representative.

The City shall have first right of refusal as to the use of all disease-free wood chips generated from chipping, grinding, and/or shredding operations. Chips generated from trimming operations within the City of Carpinteria may be dumped and spread at a City designated site with written permission from the City's designated representative.

Wood waste generated from tree removals shall be chipped into pure wood chips with an even uniform size. Diseased trees shall not be commingled with regular trees in the creation of wood chips. The disease-free chips shall be dumped and spread in specified locations in the City at the direction of the City's designated representative. lt is the responsibility of the Contractor to appropriately dispose of diseased trees.

RECORD KEEPING
The Contractor shall provide and operate, a computerized tree inventory system that is compatible with the current City inventory system and shall upload all historic data. The system shall be password accessible twenty-four (24) hours each day of the year via the internet. Historic tree inventory and work history data, to be provided to the City, shall be uploaded and operational within the Contractor's tree inventory system prior to the commencement of all tree service work under the terms of an awarded contract. Thereafter, the Contractor shall update and maintain the tree site specific, internet accessible, computerized tree inventory system to reflect changes in baseline data (e.g. species, height, diameter) and to record the date, cost and crew identity for any trimming, removal, planting or emergency response work that occurs at any tree site at which tree work is performed. The system shall be upgraded to reflect the removal and replacement of trees, as well as the addition of trees to the inventory. The system shall be capable of maintaining and displaying all past work histories for any and all tree sites in the inventory, both individually and collectively by query, as well as future scheduling to the extent known. All aspects of the system including, but not limited to, data entry, system maintenance, system hardware and/or software upgrades and server security and stability shall be the responsibility of the P
City of Carpinteria - Request for Proposals page 10
Tree Trimming and Maintenance Services
Contractor and shall be provided at no cost to the City. The system shall not be proprietary in the nature of its function and shall operate and interface with common computer software and web based applications, including the ability to export data into common spreadsheet applications. The records Created for the City shall be the property of the City and shall be uploaded to the City's system no less than twice per week.

Tree site/task specific hardcopy backup data for any work that has occurred during a billing cycle shall accompany the invoicing for that period and shall be accessible for review on the internet based computerized tree inventory system prior to the submittal of invoicing for that work. lnvoicing for work thai does not meet the requirements defined herein will not be processed for payment until such time as the requirements have been satisfied.

Failure to meet and maintain the requirements for the computerized tree inventory system shall be grounds for termination of the awarded contract.

O. ACCIDENTINVESTIGATION
Any duty-related incident which results in any injury shall be reported to the City's designated representative within one (1) hour by the Contractor. The Contracior shall cooperate fully with the City in the investigation of any incident, injury or death occurring on City property including a complete written report submitted by the Contractor to the City's designated representative, or assignee, within twenty-four (24) hours following the occurrence.

Should any structure or property be damaged during a permitted or contracted tree operation, the persons conducting the work shall immediately notify the property owners and the City's designated representative within one (1) hour. The Contractor shall make all arrangements for repairs to damaged'property within forty-eight (48) hours, except utility lines, which shall be repaired the same working day. The Contractor shall be solely responsible for contacting all utilities, neighboring property owners, and contractors required to completJsuch repairs.

Repairs on private property shall be made in accordance with the appropriate building code under permits issued by the City as applicable. Any damage caused by the Contractor shall be repaired or restored by the iontractor at the Contractor's expense to a condition similar or equal to that existing before such damage or injury, or the Contractor shall repair such damage -in a manner acceptable to the City.

Special attention shall be made to existing irrigation systems, plant material, landscape features, lights and utility boxes in City parkways, pait<s and public landscape areas and in order to avoid damage. Any damage tnat occurs must be repaired on the same day that the damage occurs. The Contractor may selfperform such work on irrigation systems upon approval and acceptance of such work by the City's designated representative.

The Contractor's responsibility shall be continuous and not be limited to working hours or days.

City of Carpinteria - Request for Proposals Page 11
Tree Trimming and Maintenance Services
R. INSPECTIONS
The City's designated representative shall be furnished with every reasonable means for ascertaining full knowledge of the daily tree maintenance operations involving the workmanship, character of materials and equipment used and employed in the work. Each day, the Contractor shall be required to provide the City's designated representative, with a written schedule of all daily tree maintenance operations including but not limited to trimming, planting, removals, stump grinding, root pruning, and watering.
lnspection of the work shall not relieve the Contractor of any obligations to complete the work as outlined in this RFP. Defective work shall be made good even if the defective work was not pointed out during the initial inspection and the work was accepted for payment.

Any work found to be unacceptable by the City will be noted in writing to the Contractor. Upon receipt of notice of any deficiencies, the Contractor shall make a reasonable effort to correct the deficiencies within five (5) working days. lf unacceptable conditions are not corrected within this time period the City shall have the right to deduct payment or have services performed by others at the Contractor's expense.

S. WITHHOLDING PAYMENT
The City may withhold payment to such extent as may be necessary to protect the City from loss due to one or more of the following reasons:
1) Defective, unsatisfactory or inadequate work not corrected. 2) Claims filed or reasonable evidence indicating probable filing of claims. 3) Failure of the Contractor to make proper payments to subcontractors or for materials or labor.
4) A reasonable doubt that the awarded contract can be completed for the balance unpaid.
5) Property damage that resulted from an incident.

T. MINOR MODIFICATIONS AND/OR ADDITIONAL WORK
The City may modify this scope of work with the joint approval of the Contractor and the City's designated representative or assignee. All modifications shall be in writing.
1) ln the event that the City should require additional work beyond the requirements of this scope of work, the Contractor shall perform all work based on the unit prices provided in the bid price sheet in this RFP. 2) Additional work may be added to the scope of work as the need arises. The Contractor shall perform all specified and approved additional work at the unit prices submitted in the bid price sheet in this RFP. 3) The Contractor will be required to demonstrate the ability to properly execute the expanded workload with the necessary increase in labor, materials and equipment needed to complete the additional work in a timely manner.

U
City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 12 ends

GRID TREE PRUNING
Any tree work performed on a City tree must be done according to the City's specifications. The criterion for pruning depends on the type br purpose of pruning.
1) General Specifications for hardwood tree pruning
a. The Contractor shall consult with the City's designated representative before making any cuts that could result in permanent disfigurement of the structure of any tree.
b. The contractor shall prune trees to prevent branch and foliage interference with safe public passage. T h e Contractor shall maintain street clearance to a safe distance above the public right-of-way at a minimum of eighty-four (84) inches above the surface of a public sidewalk or pedestrian way. Exceptions are allowed for young irees, which would be irreparably damaged by such pruning action. lf pruning to these standards would result in permanent disfiguration of a tree, the Contractor shall not prune the tree until such time direction is obtained from the City's designated representative.
c The contractor shall use best practices when removing a live and shall include pruning cuts in branch tissue just outside the bark ridge and collar, which are trunk tissue. lf no collar is the angle of the cut should approximate the angle formed branch bark ridge and the trunk.
branch
branch
visible,
by the
d. when removing a dead branch, the final cut should be made outside the collar of live callus tissue. lf the collar has grown out along the branch stub, only the dead stub should be removed, the live Lollar should remain intact and uninjured.
e. whenever pruning involves the removal of limbs that are too large to hold securely in one hand during the cutting operation, the limb shall be cut off first at a point several feet beyond the intended final cut. The final cut shall be made in a manner to prevent unnecessary tearing back of the bark and wood. cuts that result in tearing of tissue on limbs below cuts shall be corrected.
f. All final tree pruning cuts shall be made in such a manner to favor the earliest possible covering of the wound by natural callus growth.

Excessively deep flush cuts, that produce large wounds or weakLn the tree at the cut, shall not be made. The branch collar should not be removed.
g. All dead and dying branches and branch stubs shall be removed. h. All broken or loose branches shall be removed.

Branches that are developing in such a manner as to become larger than the limbs they originate from shall be removed.

City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 13 ends

j. When encountering limbs that are weighted with more foliage than the limb is likely to support, branches shall be selectively pruned toward the end of the limb in order to reduce end weight and thus decrease the likelihood of limb failure.
k. Branches that create sight line conflicts with traffic control signs and/or devices shall be selectively pruned.

L Branches that are within five (5) feet of a structure shall be selectively pruned.
m.Trees of sprout or sucker growth shall be cleared to a minimum height of ten (10) feet above ground level. Exceptions are allowed for young trees, which would be irreparably damaged by such pruning action.
n. Trees shall be pruned to maintain a balanced appearance when viewed from the opposite side of the street immediately opposite the tree, unless authorized by the City's designated representative to do otherwise.
o. All vines entwined in trees and on tree trunksshall be removed. Vine tendrils shall be removed without injury to trees. Vines include, but are not limited to, ivy and mistletoe.
p Tree limbs shall be removed and controlled in such a manner t o cause no damage to other parts of the tree, or to other plants or property.
q. All tools used on a tree known to contain an infectious tree disease shall be properly disinfected immediately before and after completing work on such tree.
r. All pest infestations relating to termites, bees, hornets, or wasps shall be promptly reported to the City's designated representative. s. All cutting tools and saws used in tree pruning shall be kept sharpened to result in final cuts with an un-abrasive wood surface and secure bark remaining intact.
t. All trees six (6) inches in diameter or less shall be pruned with hand tools only.
u. Chain saws shall not be permitted to remove any branches two (2) inches or less in diameter. This is to prevent any unnecessary abrasions to cambial tissue that may predispose a tree to insect and/or future disease/decay problems.
v. Any extraneous metal, wire, rubber or other material interfering with tree growth shall be removed when possible.

City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 14 ends

The use of climbing spurs or spike shoes in the act of pruning trees is prohibited, unless specifically directed by the city, to aid in the safety of climbers performing the removal of a tree.
2) Crown Raising/Clearance Prune:

A Crown Raising or Clearance Prune is performed when conditions within the crown of a hardwood tree are such that a certain objective needs to be met or a certain condition needs attention. A crown raising or clearance prune does not involve the detail of work found in a full prune. Crown raising or clearance pruning may consist of one or more of the following pruning types:
a. Crown Raisinq: Crown Raising consists of removing the lower branches of a tree in order to provide clearance for buildings, vehicles and pedestrians. lt is important that a tree have at least one-half of its foliage on branches that originate in the lower two-thirds of its crown to ensure a well-formed, tapered structure and to uniformly distribute stress within the tree.
b. clearance Prune: clearance prune is employed as a means of eliminating limbs from the crown of a hardwood tree when an entire pruning of the tree is not warranted. Clearance pruning does not involve the fine detail work described herein as "fullprune.,,
3) Pruning Specifications for individual Hardwood Species a. General Trimming and Shaping of Conifers
Two basic classes of conifers can be found in the City, those with branches radiating out from the trunk in whorls such as Pine trees or Cedar trees and those that sprout branches in a random manner such as Juniper or Taxus. Conifers shall typically be pruned in late winter or early spring. Typically, up to thirty percent (30%) of the tive foliage may be removed unless directed otherwise by the city's desrgnated representative.

1. The contractor shall avoid damaging the central leader on all conifers. ln specific cases the city's designated representative may direct the contractor to remove the central leader in an effort to limit the height of specific trees.

2. At the time of pruning, the city's designated representative shall determine which trees shall have the new growth pinched back in an effort to control canopy size.

3. To control the growth of large mature conifers the contractor shall be required to prune the new growth of lateral limbs.

4. Typical pruning of conifers shall consist of removing crossed limbs, deadwood or unwanted branches from the interior of the canopy.

City of Carpinteria - Request for Proposals Page 15
Tree Trimming and Maintenance Services
b. General Trimming and Shaping of Broadleaf Trees
Follows the shape indicated by the natural growth habits of each tree species. Trimming and shaping of trees shall be as directed by the Ci$'s designated representative and in accordance with the following:

1. Cut to laterals to preserve the natural form of the tree, leaving the head open enough for the branching system to show and
permitting the dead material to be easily cleaned out and light to show through the head. Tree foliage shall be reduced by at least twenty-five percent (25o/o) and up to thirty percent (30%).

2. ln specific cases the City's designated representative may direct the Contractor to reduce the size of the tree crown in an effort to limit the height of specific trees.

3. Dead wood or weak, diseased, insect-infested, broken, low, or crossing limbs shall be trimmed and removed. Branches with an extremely narrow angle of attachment should normally be removed.

4. Small limbs, including suckers and waterspouts, shall be cut close to the trunk or branch from which they arise.

Heading cuts and/or topping shall not be allowed under any circumstances. Heading, rounding over, or stubbing shall not be an accepted practice for reducing the size or the framework of any tree.

V. SPECIALTY PRUNE CLASSIFICATIONS FOR HARDWOOD TREES
A Full Prune is performed when conditions within the crown of a hardwood tree are such that the entire tree needs to be fully pruned. Complete pruning is recommended when the primary objective is to maintain or improve tree health and structure, and includes pruning to reduce overall canopy mass and excessive wood weight. Trees that are identified for a Full Prune shall have no more than thirty percent (30%) of the live foliage removed. A Full Prune typically consists of one or more of the following pruning treatments:

Crown Cleaninq: Crown Cleaning or cleaning out is the removal of dead, diseased, crowded, weakly attached and low-vigor branches and water sprouts from the entirety of the tree crown. Care must be used to avoid stripping branches of all foliage at the interior of the tree crown. This practice, known as "lion tailing" disrupts the structural integrity of the tree, making it subject to limb and branch failure, especially during high winds.

2. Crown Thinninq: Crown Thinning includes crown cleaning and the selective removal of branches to increase light penetration and air movement into and through the crown. lncreased light and air stimulates and maintains interior foliage, which in turn improves branch taper and strength. Thinning reduces the wind-sail effect of the crown and the weight of heavy limbs. Care must be used to avoid stripping branches of all foliage at the interior of the tree crown. Thinning the crown can emphasize the structural beauty of the trunk and branches as well as improve the 1 City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 16 ends

growth of plants beneath the tree by increasing light penetration. when thinning the crown of mature trees, up to thirty percent (30%) of the live foliage may be removed unless directed othenuise by the city's desig nated represe ntative.

3. Crown Reduction: Crown Reduction is used to reduce the height and/or spread of a tree. Crown reduction varies from topping, a destructive practice, in that cuts are not made indiscriminately, resulting in large stubbed off limbs that are subject to decay. While reducing a crown, tree workers must adhere to basic tree trimming practices involving limb/branch size relationships and use of the branch bark collar to avoid the onset of decay at cut sites.

Crown Restoration:

Crown Restoration is a corrective pruning used to restore the form of crowns that have been previously damaged. This treatment is best performed by tree workers who have a good understanding of the effects of pruning forthe cultivation of tree canopies.

W. PALM TREE PRUNING
Any tree work performed on a City tree must be done according to the City's specification. The criterion for pruning depends on the type or purpose of pruning. Palm Pruning consists of maintaining the crowns and trunks of palm trees including the pruning of spent or declining fronds, seed pods and the skinning or shaping of spent petiole bases into a ball or nut as applicable by palm type.
1) The specifications for the pruning of palm trees are as follows:
a. While making an approach to the palm crown for pruning, the contractor shall inspect the trunk of the palm tree for signs of decay, insect frass, bird nesting or any other condition suggestive of a structural abnormality. Upon finding any condition suggestive of a structural abnormality of the palm stem, the Contractor shall report to the C ity's des ig nated representative im med iately.
b. Fronds shall be trimmed using a handsaw or pole saw that has been sterilized for no less than five (5) minutes by having the entirety of its cutting blade submersed in an equal solution of bleach and water before and after the handsaw is used to cut the fronds of any other palm tree.

At no time shall a chainsaw be used to prune any frond from any canary lsland Date Palm (Phoenix canariensis) in the city. The use of chainsaws to prune any frond from any canary lsland Date palm will result in monetary penalties up to the cost of replacement of the palm.

Live, healthy fronds, initiating at an angle of ninety degrees ( g 0 o ) or greater from the horizontal plane, shall not be removed. Fronds removed should be cut close to the petiole base, taking into consideration the role of petiole bases in the formation and 4 City of Carpinteria - Request for Proposals Page 17
Tree Trimming and Maintenance Services
maintenance of the ornamental ball at the base of the canopy, as applicable by species. Live trunk tissue should never be cut while pruning palm fronds.
c. Using properly sterilized equipment as described herein, any fruit or flower structures in the crown of the palm shall be removed concurrently with frond pruning. At no time shall a chainsaw be used to cut any fruit or flower from any Canary lsland Date Palm (Phoenix canariensis) in the City. The use of chainsaws to prune any fruit or flower structures from any Canary lsland Date Palm shall result in severe penalties up to the replacement cost.

Care shall be taken in the handling of fruit and flowers as they are likely to release clear liquids that react with and can cause staining to hardscape elements. The Contractor shall be responsible for removing palm fruit related stains from private property hardscape elements. d. Maintenance of the ornamental ball located at the base of the palm canopy, directly below the live fronds, shall be as described by species as follows:

1. Canary lsland Date Palm (Phoenix canariensis): dead petiole bases shall be formed into an ornamental ball which begins directly below the lowest green fronds and acts to provide a base of support to the palm crown. This ornamental ball shall be uniform and smooth in appearance and shall extend no less than four (4) feet and no more than eight (8) feet below the lowest live frond in the crown.

Ornamental balls with flattened or "stop sign" sides will not be accepted. The upper portion of the ornamental ball shall not taper in, resulting in a "pineapple" appearance as this treatment defeats the support capacity of the ball. The distal portion of the ball shall begin at a point flush with the periphery of the palm trunk and make a gradual taper upwards until it reaches the periphery of the shaped ornamental ball. While forbidden to use chainsaws for pruning fronds, fruit and flowers from any palm tree in the City, the Contractor may use a clean chainsaw in forming and/or shaping the ornamental ball of a Canary lsland Date Palm. The use of a sharpened shovel in shaping and maintaining ornamental balls often results in ornamental balls which have flat, untampered bottoms that are likely to relax and collapse into pedestrian and vehicular traffic zones with grave consequences.

The Contractor shall use care not to cut into live trunk tissue while maintaining the ornamental ball. The Contractor shall remove any foreign plant material that has sprouted in an ornamental ball. The Contractor shall verify that the ornamental ball meets the standard described herein each time a Canary lsland Date Palm is pruned.

2. Date Palm (Phoenix dactylifera): spent petiole bases are left to form a supportive "base" below the lowest green fronds of the crown. Unlike the ornamental ball of a Canary lsland Date Palm (Phoenix canariensis), the base does not require ornate shaping.

City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 18 ends

lnstead, spent petiole bases are left uniformly long to form the base of the canopy, which shall extend no less than four (4) feet and no more than six (6) feet below the lowest live frond in the crown. While forbidden to use chainsaws for pruning fronds, fruit and flowers from any palm tree in the city, the contractor may use a chainsaw in forming and/or shaping the base of a Date Palm by shortening a number of the lower petiole bases to bring the length of the nut to standard. The contractor shall use care not to cut into live trunk tissue while maintaining the nut. The contractor shall verify that the base meets the standard described herein each time a Date Palm is pruned.

3. Queen Palm (syagrus romanzoffianum): loose petiole bases are to be removed each time the crown of a eueen palm is maintained.

Petiole bases that are attached to live trunk tissue shall be left undamaged.

4. King Palm (Archontophoenix cunninghamiana): loose petiole bases are to be removed each time the crown of a King palm is maintained. Petiole bases that are attached to live trunk tissue shall be left undamaged.

5. Mexican Fan Palm (washingtonia robusta): spent petiole bases are left uniformly long to form a base which shall extend no more than four (4) feet below the lowest live frond in the crown. Using hand tools, the contractor shall skin the trunk area berow the base crean without causing damage to live trunk tissue. The contractor shall verify that the base meets the standard described herein each time a Mexican Fan Palm is pruned.

6. california Fan Palm (washingtonia filifera): spent petiole bases are left uniformly long to form a nut which shall extend no more than eight (8) feet below the lowest live frond in the crown. Using hand tools, the contractor shall skin the trunk area below the base clean without causing damage to live trunk tissue. The contractor shall verify that the base meets the standard described herein each time a California Fan Palm is pruned.

X. TREE REMOVAL
Tree removal consists of the removal of the entirety of a hardwood tree or palm tree and the removal of its root system.

The Contractor shall
described herein.
comply with all general specifications standards
The price given by the Contractor for tree removals shall be inclusive of all staff, materials and equipment necessary to remove trees as described herein.
1 2

3. The Contractor shall identify the location of all utilities and private property City of Carpinteria - Request for Proposals Page 19
Tree Trimming and Maintenance Services
landscape irrigation components prior to the removal of a tree and its root system. The Contractor shall notify the City's designated representative in writing of any condition that prevents the removal of a tree and/or the grinding of its root system. The Contractor shall take all responsibility for any damage that occurs once the process of removing a tree and/or associated root grinding begins.

The Contractor shall comply with wildlife protection standards described herein whenever removing a tree.

The Contractor shall not remove any tree without first confirming that the tree being considered is indeed the tree to be removed. Any confusion should be resolved by contacting the City's designated representative for assistance. The errant removal of trees shall be penalized up to the cost of the replacement.

During a tree removal, the Contractor shall maintain control of the tree and its parts at all times, which shall include the selection and use of proper techniques and equipment. At no time shall branches, limbs or tree trunks be allowed to freefall and create damage of any type. The Contractor will be held liable for loss of control incidents and shall pay for all damages and associated costs.

Cranes and other rigging equipment shall be properly certified, with evidence of such available for inspection prior to use of said equipment in the City.

Crane operators shall be certified by the National Commission for the Certification of Crane Operators (NCCCO) and shall display current certification prior to operating a crane in the City. The use of cranes and certified operators shall not result in additional charges to the City beyond the unit price for the work being performed (e.9., the price for tree removal).

While loading and handling debris, the Contractor shall maintain control at all times so as not to result in damage to the public rights of way or private property. ln addition, the Contractor shall not drop logs or trunks as to create undue noise or shock impact related damages to public and/or private property.

Except in hillside areas where the stump needs to remain for soil stability, in the event that the stump is not removed the same day as tree removal, the stump shall be removed as described herein, no more than thirty (30) days from the initial tree removal. The Contractor shall be responsible for maintaining a Tree Stump Removal List on a daily basis with such list provided to the City weekly. Should the removal of any stump not occur within the thirty (30) day period, the Contractor will remove the stump, within forty-eight (48) hours of notification by the City, at the Contractor's expense.

Stumps, including the root flare shall be ground to a depth of no less than eighteen (18) inches. Surface roots shall be traced and ground to a depth of n o less than eight (8) inches. Debris generated by stump grinding and root removal shall be removed from the site and replaced with a topsoil mix. Chips and stump grindings shall not be used as a backfill material. 4 5
6 7
8 I
City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 20 ends

10. As directed by the City's designated representative, trees on hillsides should be removed to a depth of one inch below grade, cut at the angle of the grade.

The indentation shall be filled by the contractor with wood chips.

11. The Contractor shall be responsible for the repair of any private property including any irrigation system components damaged during a tree removal or stump grinding. Repairs shall be made using components matching those that were damaged.

TREE PLANTING AND YOUNG TREE CARE
Tree Planting
Tree planting consists of the installation of a nursery stock container or palm trees supplied by the Contractor.
a. The Contractor shall comply with all general specifications standards described herein.
b. As stated previously herein, the Contractor shall identify the location of all utilities and private property landscape irrigation components prior to the planting of any tree. The Contractor shall assume full responsibility for any damage that occurs during the planting of any tree. c. The Contractor shall supply quality nursery stock which is fully rooted and representative of recognized standards for size and quality of the tree being planted. The Contractor will provide the City with a copy of the bill of lading (or other such documentation) indicating the nursery from which the tree is purchased.
d. Brown trunk height (BTH) for palm trees shall be measured from the top of the root ball to the lowest green frond attached to the trunk at an angle of ninety (90) degrees.
e. Planting stock shall be well watered prior to shipping and covered during transport. Trees that are delivered uncovered, with a dry or fractured root ball or with broken scaffold limbs will be rejected. Root bound material will be rqected. Palms that are delivered uncovered, with a dry root ball or with a soilless root ball will be relected.
f. The Contractor shall not begin excavation for the planting of a tree without first confirming that the planting site being considered is indeed the site intended for the planting of a tree. Any confusion should be resolved by contacting the city's designated representative for assistance. ln excavating planting pits, the contractor shall not excavate deeper than the depth of the root ball of the tree being installed. The bottom of the planting pit shall be undisturbed so that the planted tree will not setile below top of root ball grade standards defined herein. As the width of the parkway allows, the contractor shall excavate the planting pit to be two (2) times the width of the root ball of the nursery stock being planted.

Y
1 City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services
Page21
g. All nursery containers and box sides shall be removed from tree root balls prior to planting. The Contractor shall not install trees with box bottoms left on. All container debris (e.9. strapping, box fragments, and nails) shall be removed from the planting pit prior to backfilling. h. The Contractor shall install the tree or palm so that the top of the root ball is two (2) inches above the top of curb so that the trunk flare is completely exposed. ln the event that there is no curb (i.e. park site), the Contractor shall install the tree or palm so that the top of the root ball is two (2) inches above the surrounding finished grade. The Contractor shall not resort to cutting or trimming the root ball as a means of meeting grade standards.

The Contractor shall backfill hardwood tree plantings with an equal mix of excavated soil and topsoil. The topsoil portion of the backfill mix shall contain no more than ten percent (10%) well decomposed organic fines. j The Contractor shall backfill palm plantings with one hundred percent (100%) washed mortar (plaster) sand.
k. While backfilling, the Contractor shall cease backfilling when the planting pit is one-half (112) full, and apply water to remove air pockets from the backfill. Once the water has drained, the Contractor shall resume backfilling the planting pit. A watering basin shall be constructed in a uniform circle and shall extend from the center of the tree trunk to six (6) inches beyond the edge of the root ball. The top of the watering basin shall be graded and maintained uniformly with the upper edge of the basin maintained at a grade of four (4) inches above the root flare of the tree.

The Contractor shall be responsible for the stability of all planted trees.

The nursery stake shall be removed from the trunk of the tree (as applicable) and the tree shall be double staked using two (2), two (2) inch lodge pole stakes of a length sufficient to be installed beyond the depth of the planting stock root ball and to extend to the lowest branches of the installed tree's crown. The stakes shall be installed an equal distance from the trunk of the tree and shall be installed perpendicular to the street or sidewalk and shall be installed so that one stake is orientated one hundred eighty degrees (180o) opposite the other stake. The root ball shall not be damaged by the installation of stakes. The stakes shall not be in contact with any aerial part of the tree. The trunk of the tree shall be attached to the stakes using City approved tree ties installed as per the man ufactu rer's specification s.
m. The Contractor shall not use hoses, equipment or water from private properties while installing or watering parkway trees.
n. lf a new tree dies within a one (1) year period from planting, the Contractor shall replace it with a like specimen within seven (7) days of discovery, at the Contractor's expense.

City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 22 ends

o. lf a new tree is determined to be diseased within two (2) years of planting, the contractor shall replace it with a like specimen, within seven (7) day! of discovery, at the Contractor's expense.

New Tree Care
New Tree care consists of the irrigation of young trees which have been installed by the contractor and the cultivation of new canopy coverage. This irrigation will continue as directed by the city's designa[ed representative.
a. The Contractor shall comply with all general specifications standards described herein.
b. As stated previously herein, the Contractor shall identify the location of all utilities and private property landscape irrigation components prior to the planting of any tree. The Contractor shall take all responsibility for any damage that occurs during the planting of any tree. c. The contractor shall not use hoses, equipment or water from private properties when watering parkway trees.
d. While performing tree watering, the Contractor shall maintain the tree watering basin to include the removal of weeds and debris and the maintenance of the watering basin to size and grade standards defined herein.

A Trees shall be watered in such a manner that does not result in erosion of the tree watering basin, splashing of parked vehicles or damage to any of the tree's surroundings. Haphazard riggings and/or watering out of the window from the cab of watering equipment will not be tolerated.

The contractor shall maintain a daily log of trees watered. The log shall list the trees watered by site. A printed copy of the log, which shall be maintained in digital format, must accompany invoicing for tree watering services by the Contractor.

CONT TERM
The awarded contract term is five (5) years, effective from the date of execution of the contract, with the City's option to extend the contract on the same terms for three (3) additional one (1)year periods. The City shall not be required to provide "cause" or any reason whatsoever should it elect not to renew. The contract term and all extensioni thereto shall not exceed a total of eight (8) years.

AWARD CRITERIA
General Provision - The award of any contract shall be at the sole discretion of the City. lt is the intent to make an award to one Bidder for all requirements although the City reserves the right to make multiple awards depending on the City's needs and what 2 f
City of Carpinteria - Request for Proposals Page 23
Tree Trimming and Maintenance Services
is in the best interest of the City. The City may accept or reject any or all bid proposals in whole or in part and may waive informalities in the process. The contents of the proposal of the selected Bidder will become the basis for a contractual obligation when the award of bid is made.

Tree Maintenance Services Bid Award - The City will award a contract to the lowest responsive and responsible bidder, provided that the Bidder is determined to be qualified based on the requirements listed herein. To determine the lowest bid, the City will review the Grand Total for each Bidder as indicated on the Bidder's Bid Price Sheet.
ln order to be determined responsive, a Bidder must respond to all requested information and supply all required information in this RFP. Any bid may be rejected if it is conditional, incomplete or contains irregularities. Minor or immaterial irregularities in a bid may be waived. Waiver of an irregularity shall in no way modify this RFP nor affect recommendation for award of a contract.

Grand Total Bid - The grand total bid shall be calculated by adding the extended prices for all services as listed under General Services, Emergency Services, and Other Costs.

The extended prices shall be calculated by each Bidder and tallied for each service as well as each subtotal and the grand total. The extended prices are intended to show a potential amount of monthly service and are being used for the sole purpose of evaluating unit service costs to determine the lowest bidder. Nothing in this RFP or in the estimated amount of units shown in the extended prices is intended to be nor shall be taken to be a guarantee of such amount of any work, or amount of compensation under any future contract. The successful Bidder shall be paid on the unit price only for work performed under the awarded contract executed by the successful Bidder and the City. The Contractor shall pay California Prevailing Wage Rates to all its employees.

The City will review only the grand totals for determination of the lowest Bidder, and will confirm the unit prices of the lowest Bidder for accuracy. lf the apparent lowest Bidder is determined to have a mathematical error in the tabulation of the grand total, a subtotal, or an extended price, the City shall notify all bidders of such error and shall revise such Bidder's grand total to reflect the corrected sum.

REQUIRED QUALIFICATIONS
Contractors submitting bids must hold both a valid State California C-27 (Landscaping) and a C-61/D49 (Limited Specialty/Tree Service) Contractor's License. Both licenses must be in good standing for the previous three (3) consecutive years without any official unresolved record of complaints registered or filed with the California Department of Consumer Affairs.

The Contractor shall have OSHA certification for aerial equipment to be used throughout the term of the awarded contract.

The Contractor's personnel must be qualified and trained in the tree maintenance industry. This will include the staffing of a project manager who shall be an ISA Certified Arborist, and fluent in the English language. At all times during contracted tree maintenance activities the firm shall have work crews on site that are represented by an City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services
Page24
English speaking supervisor who can receive and carry out instructions given by designated City representatives.

The Contractor shall be held liable for the faithful observance of any lawful instructions of the City, not in conflict with the awarded contract, which may be delivered to said party or representative at the work site.

The Contractor must keep all equipment in good working order and shall maintain and operate such equipment in full compliance with OSHA regulations and State of California Department of Transportation (DOT) requirements.

The Contractor should have at least three (3) similar and separate California governments or municipal multi-year tree maintenance contracts which have been successfully completed within the last ten (10) years. Each project shall be of comparable size and scope of this project (descriptions of these projects and contact persons must be provided with bid submission). These prolects must also include work in tree inventories. The bid shall include a detailed description of their proposed inventory program along with sample reports.

At the time of award, the successful bidder must have staff that includes Certified Crane Operato(s) as recognized by the National Commission for the Certification of Crane Operators (NCCCO).

A submitted bid must include the required Contractor's Organization Statement and Performance History form found in the "Required Forms for Submittal" section of this RFP.

TERMS AND CONDITIONS
Applicable Laws - The laws of the State of California will govern the awarded contract.

The applicable law for any legal dispute arising out of the awarded contract shall be the law of the State of California. The Bidder shall comply with all federal, state, county and local laws concerning the type of services provided. All systems provided by the fiidOer shall comply with all applicable federal, state, and local building, fire, safety, and electrical codes and all relevant industry standards.

Eq9el Emplovment Opportunitv - The Bidder shall comply with all applicable state and federal laws addressing Equal Employment Opportunity.

Conflict of lnterest - Except for items that are clearly promotional in nature, mass produced, trivial in value and not intended to invoie any form of reciprocation, employees of the City may not accept gratuities, entertainment, meals or anything of value whatsoever from current or potential service providers or suppliers. The otfel of such gratuity to an employee of the City shall be cause for such service provider or supplier to be declared a non-responsible Bidder and prohibited from bidding, as provided in California Public Contract Code.
lndependent Contractor Status - lt is expressly understood that the Bidder named in any contract entered into by the City is acting as an "independent contracto/' and not as an agent or employee of the City.

City of Carpinteria - Request for Proposals Page 25
Tree Trimming and Maintenance Services
Default of Contractor/Consultant - The City shall hold the Bidder responsible for any damage that may be sustained by the City or third party because of the failure or neglect of the Bidder to comply with any term or condition listed herein.

Permits and Licenses - The Bidder shall secure and maintain in force during the term of any contract resulting from this RFP all licenses and permits required by law for the operation of its business, including a City business license.

Appropriation of Funds - lf the term of the awarded contract extends into fiscal years subsequent to that in which it was approved, continuation of the contract is subject to the appropriation of funds for such purpose by the City Council. lf funds to effect such continued payment are not appropriated, the Bidder agrees to discontinue providing any goods or service supplied to the City under the awarded contract.

Assignment - The Bidder shall, under no circumstances, assign any contract awarded as a result of this RFP by any means whatsoever, or any part thereof to another party without express written permission of the City.

Award of Contract - Award of any contract arising from any proposal submitted as a result of this RFP requires approval by the City Council as prescribed by City Ordinance. lf the Contractor presents additional terms or conditions after a bid award has been made, such award shall be considered VOID.

Submission of Siqned Proposals - Any bid proposal for which this RFP does not require submittal of a signed Bid Price Sheet, must include a signed proposal letter.

The submission of proposals must be signed in longhand by the Bidder's authorized representative. Submission of proposals by partnerships must be signed with the partnership name by the principal partner, followed by the signature and designation of the person signing. Submission of proposals by corporations must be signed under the legal name of the corporation by its president, secretary, or other person authorized to bind it in the matter. The name of each person signing shall be typed or printed below the signature.

Addendum to the RFP - lf it becomes necessary to revise any part of this RFP, an addendum to this RFP will be posted on the City's website. All addenda issued during the time of bidding will be incorporated into any resulting contract.

Withdrawal of Proposal - Any Bidder may withdraw its proposal, either personally or by written or facsimile request at any time prior to the time set for the Bid opening, provided that written confirmation of any facsimile with the signature of the Bidder is placed in the mail and postmarked prior to the time set for the opening thereof.

Negligence on the part of the Bidder in preparing its proposal confers no right of withdrawal or modification of its proposal; after such proposal has been opened.

Reiection of Proposals - This RFP does not commit the City to award any contract.

The City reserves the right, at its sole discretion, to reject any or all proposals without penalty, to waive irregularities in any proposals or in the RFP procedures, and to be the final judge as to which bids are responsive, responsible and most qualified. Any proposal that contains items not specified, items that are incorrect, has incomplete portions of items scheduled, or does not respond to items in the manner specified in this RFP may be considered non- responsive and may be rejected on these bases at the sole discretion of the City. Proposals offering less than 90 days for acceptance from the proposed Bid Due Date may be considered non-responsive and may be rejected.

Non-award of any proposal will not imply any criticism of the proposal or convey any indication that the proposal was deficient. Non-award of any proposal will mean that City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 26 ends

either another proposal was deemed to be a lower cost or terms more advantageous to the City, or that no proposal was deemed acceptable.

Public lnformation - After the date specified for the opening of this RFP, all materials received relative to general service proposals become public information and are available for inspection. Professional service proposals become available to the public upon the award of contract. The City reserves the right to retain all proposals submitted.

Fidd-elg Cost to Develop Proposal - Costs for developing a proposal in response to this RFP are entirely the obligation of the Bidder and shal not be chargeable in any manner to the City.

Neqq Rqleases - The Bidder shall not make news releases pertaining to an award resultin_g from proposals made in response to the RFP without the prior written approval of the City. ln addition, the successful Bidder must agree not to reiease any advertising mentioning the City or quoting the opinion of any City employee without written approval by the City.

Risht to, Neqotiate Proposals - The City reserves the right to negotiate any price or any provision, accept any part, or all parts of any and all proposals as determined to be in the best interest of the City and the taxpaying public. Bidders are encouraged to submit their best prices in the proposal as negotiations, if applicable, may only occur with the lowest responsible bidder for general services. For professional services, fees may be negotiated with the most qualified proposer.

INSU CE REOUIR MENTS
lndemnitv - The Contractor hereby agrees to indemnify and hold harmless, including the cost to defend the City, and its officers, officials, agents, employees, and volunteers, from any and all losses, claims, liens, demands, liability, and causes of action of every kind and character including, but not limited to, the amounts of judgment, interests, court costs, legal fees, expert costs, expert fees and all expenses incurred by the City to the maximum extent allowed by law arising in favor of any party, that arise out of, or pertain to, or relate to the negligence, recklessness, or willful misconduct of ConsultanVContractorA/endor and its agents in the performance of services under the awarded contract, but this indemnity does not apply to liability for damages for death or bodily injury to persons, injury to property, or other loss, arising from the sole negligence, willful misconduct or defects in design by the City or the agents, servants, or independent contractors who are directly responsible to City, or arising from the active negligence of City.
lnsurance - The Contractor shall maintain throughout the duration of the term of the awarded contract, liability insurance covering the Contractor and designating the City including its elected or appointed officials, directors, officers, agents, employees, volunteers, or consultants, as additional insured against any and alltlaims resulting in injury or damage to persons or property (both real and personal) caused by any aspect of the Contractor's work, in amounts no less than the following anO with such deductibles as are ordinary and reasonable in keeping with industry standards. lt shall be stated, in the Additional lnsured Endorsement, that Contractorts insurance policies shall be primary as respects any claims related to or as the result of Contractor's work.

Any insurance, pooled coverage, or self-insurance maintained by the City, its elected or appointed officials, directors, officers, agents, employees, volunteers, or consultants City of Carpinteria - Request for Proposals Page27
Tree Trimming and Maintenance Services
shall be non-contributory. The Additional lnsured Endorsement shall not apply to the Professional Liability I nsurance.

Professional Liability lnsurance (applies only to professional service contract):
a. GeneralAggregate $2,000,000
General Liability:
a. GeneralAggregate
b. Products Comp/Op Aggregate
c. Personal & Advertising lnjury
d. Each Occurrence
e. Fire Damage (any one fire)
f. Medical Expense (any one person)
Workers' Compensation:
a. Workers' Compensation
b. EL Each Accident
c. EL Disease - Policy Limit
d. EL Disease - Each Employee
$2,000,000
$2,000,000
$1,000,000
$1,000,000 $ 50,000
$ 5,000
Statutory Limits
$1,000,000
$1,000,000
$1,000,000
Automobile Liability
a. Any vehicle, combined single limit $1,000,000
The Contractor shall provide thirty (30) days advance notice to the City in the event of material changes or cancellation of any coverage. Certificates of insurance and additional insured endorsements shall be furnished to the City thirty (30) days prior to the effective date of the awarded contract. Refusal to submit such certificates shall constitute a material breach of the awarded contract entitling the City to any and all remedies at law or in equity, including termination of the awarded contract. lf proof of insurance required under the awarded contract is not delivered as required or if such insurance is canceled and not adequately replaced, the City shall have the right but not the duty to obtain replacement insurance and to charge the Contractor for any premium due for such coverage. The City has the option to deduct any such premium from the sums due to the Contractor. lnsurance is to be placed with insurers authorized and admitted to write insurance in California and with a current A.M. Best's rating of A-:Vll or better. Acceptance of insurance from a carrier with a rating lower than A-:Vll is subject to approval by the City. The Contractor shall immediately advise the City of any litigation and/or open claims that may affect these insurance policies.

DEFINITIONS
The following words, terms and phrases have the meanings ascribed to as follows:

Lowest responsible bidder. ln addition to price, the "lowest responsible bidder" will be determined by consideration of the following factors:
(1) The quality, availability and suitability of the supplies, equipment or services to the particular use required.
(2) The ability, capacity and skill of the bidder to perform the service required. (3) Whether the bidder has the financial resources and facilities to perform or provide the service promptlv, or within the time specified, without delay or interference.
(4) The character, integrity, reputation, judgment, experience and efficiency of the bidder.

City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

Page 28 ends

(5) The bidder's record of performance or previous contracts or services, including compliance by the bidder with laws and ordinances relating to such contracts or services.
(6) The ability of the bidder to provide future maintenance and service for the use of the equipment or materials to be purchased.
(7) The scope of conditions attached to the bid by the bidder.

M-ost qualified bidder. The "most qualified bidder" will be determined by consideration of the following factors:
(1) Qualifications, background, and prior experience of the firm in performing services for similar projects.
(2) Experience, organization, and technical skills to successfully accomplish the project's scope of services and objectives.
(3) Overall project design and methodotogy.
(4) The responsiveness of this RFP to the tasks to be performed as identified in the Scope of Services section.
(5) The timeliness and speed with which the Bidder can complete the scope of work. (6) The comprehensiveness and rationale of the project work plan. (7) Past performance on contracts with business or government agencies in terms of quality of work and compliance with schedules. This will be evaluated based on a check of references.
(8) An evaluation of the approach and related costs.

Non.-responsive bidder means an offer, submitted by a bidder, to furnish supplies, equipment or services that are not in conformity with the specifications, delivery'terms or conditions or other requirements specified in this RFp.

Non-responsible bidder is a bidder that provides a bid but fails to demonstrate their capacity (financial or otherwise) to provide the supplies, equipment or service as specified in this RFP.

Professional seruices means those services provided by an individual, firm, partnership, or corporation as an independent contractor and which are of a technical and/or unique nature which require persons who are exceptionally qualified by education or experience to perform administrative, technical or advisory servicei which do not involv_e the delivery of a specific end product other than reports, plans, documents or specifications. By way of illustration but not limitation, the foilowing services are considered as professional: general management consulting, personnel consulting, architecture, accounting, land surveying, landscape architecture, law, medicine, engineering, and research, studies of government operations and procedures and training. Services exempt from this definition include various types of testing services, real estate appraisers, equipment repair specialists, janitorial services and security service.

Responsible bidder means a bidder who submits a responsive bid and who is not only financially responsible, but also possesses the resources, judgment, skill, abiliti, City of Carpinteria - Request for Proposals Page 29
Tree Trimming and Maintenance Services
capacity and integrity requisite and necessary to perform the awarded contract according to its terms.

Responsive brd means a proposal, submitted by a responsible bidder, to furnish supplies, equipment or services in conformity with the specifications, delivery terms and conditions and other requirements specified in this RFP.

Seryices means any and all services, including but not limited to the repair or maintenance of equipment, machinery and other property. This term does not include services rendered by City officers or employees or architectural or other professional services which by their nature do not lend themselves to normal competitive procedures.

City of Carpinteria - Request for proposals
Tree Trimming and Maintenance Services

Page 30 ends

REQUIRED FORMS FOR SUBMITTAL

BID PRICE SHEET
For all services described below, unless excluded by the City in description of services below, the City shall consider unit prices below to include ail labor, equipment, fees of any kind, overhead, insurance, fuel, materials, surcharges, disposal fees,'and any other costs associated with and necessary for the Bidder to perform such service. No qualifications, exemptions, or alterations of services described below will be allowed.

Failure to comply will result in disqualification of bid.

A. GENERAL SERVICES
Services Unit Price Estimated Units Extended Price
*Any grouping of seven (7) or more trees in close proximity to one another (an approximate 200 yard radius), shall be priced as grid trimmings even when off the regularly scheduied grid plan. 1 Cost per Grid or Annual
Tree StreeVPark Tree
Trimming
$ 3,010 Grid trimmings* $
2 Cost per Tree (StreeUPark
Tree, Off Grid Trimming)
Regardless of tree
diameter
$ 441 Trees* $
3 Cost per Chinese Elm -
Pruned every 2 Years
(Crown Reduction / Crown
Restoration)
$ 5 Chinese elms $
4 Cost per Palm Tree Grid
Trimming:

Under 20'tall
Over 20'tall
$
$
f otal472 Palm Tree
Grid Trimmings
122 under 20'
350 over 20'
$
$
5 Tree and Stump Removal
Cost per Tree (Tree and
Stump Removal)
0"-6'
7" - 12"
13" - 18',
19" -24"
25" and over
$
$
$
$
$
Total 16 Trees
2 Trees
2 Trees
4 Trees
4 Trees
4 Trees
$
$
$
$
$
6 Stump Removal
12" -24"
25',- 36',
37" and over
$
$
$
Total 18 Trees
6 Trees
6 Trees
$
$
$
A. SUB.TOTAL . GENERAL SERVICES $
City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services
B. CREW RENTAL AND EMERGENCY SERVICES
Services Unit Price Estimated
Units

Page 31 ends

Extended Price
Extended
Price
C. OTHERCOSTS
Services Unit
Price
Estimated
Units
Fully equipped crew as defined. lncludes all manpower, equipment, tools, traffic control, disposal costs, and zero material markups.

Straight Time
1 4 Man Crew with Equipment $ 50 hours I

2. 3 Man Crew with Equipment $ 40 hours $

3. 2 Man Crew with Equipment $ 10 hours $
Overti meMeekends/E mergencv Aft er Hou r Ca I I Out

4. 4 Man Crew with Equipment $ 40 hours $

5. 3 Man Crew with Equipment $ 20 Hours $
6 2 Man Crew with Equipment $ 10 Hours $
B. SUB.TOTAL - CREW RENTAL &
EMERGENCY SERVICES $
1 Cost for Crown Reduction / Restoration per tree $ 50 Trees $ 2 Palm Tree Skinning per linear foot
$ 100 Feet $
3 Specialty Equipment - 30 Ton Crane per hour
- 95 foot Aerial Tower per hour
$
$
28 hours
42 hours
$
$
4 Tree Planting and lnstallation Services
(Price includes labor, equipment, root
irrigation device and materials; assume tree to
be provided by bidder to site; assume cost of
tree billed separately)
- 24" lnch Box each
- 36" lnch Box each
$
$
8 London
Plane trees -
24" Box
2 London
Plane trees -
36" Box
$
$
5 Arborist Services & Report Writing per hour $ I hours $ 6 Tree Watering per day
(Assume 1 worker watering 8 hours) $ 5 days $
7 Special Request - Removal of Sprout or
Sucker Growth (not as part of standard trim)
on specific thoroughfares (cost per tree)
$ 25 trees $
C. SUB.TOTAL. OTHER COSTS $
GRAND TOTAL (A+B+C) $
City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

TOTAL ANNUAL AMOUNT OF BID

Page 32 ends

(rN woRDS)
Submission of bid and signature of representative of Contractor below shall bind Contractor to perform stated services at the Unit Prices specified for duration of the term of the awarded contract.

CONTRACTOR
Company Name of Bidder
Authorized Signature Date
Print Name Title
Social Security or Taxpayer lD Number
City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

DESIGNATION OF SUBCONTRACTORS

Page 33 ends

A bidder proposing to subcontract any portion of the work and to procure materials and equipment from suppliers and vendors shall identify all proposed subcontractors, suppliers and vendors below.

NAME, ADDRESS, AND PHONE

NUMBER OF SUBCONTRACTORS,

SUPPLIERS, AND VENDORS

TYPE OF WORK

MATERIALS, OR EQUIPMENT
(BE SPECTFTC)
Note: Additionalsheets may be attached
City of Carpinteria - Request for proposals page 34
Tree Trimming and Maintenance Services
STATEMENT OF NON.COLLUSION BY CONTRAGTOR
The undersigned who submits herewith to the City of Carpinteria a Bid or proposal does hereby certify that:
a. All statements of fact in such bid or proposal are true; b. Such bid or proposal was not made in the interest of or on behalf of any undisclosed person, partnership, company, association, organization or corporation; c. Such bid or proposal is genuine and not collusive or sham; d. Bidder has not, directly or indirectly by agreement, communication or conference with anyone, attempted to induce action prejudicial to the interest of the City of Carpinteria or of any other bidder or anyone else interested in the proposed procurementi e. Bidder did not, directly or indirectly, collude, conspire, connive or agree with anyone else that said bidder or anyone else would submit a false or sham bid oiproposal, or that anyone should refrain from bidding or withdraw his bid or proposal; f. Bidder did not, in any manner, directly or indirectly seek by agreement, communication or conference with anyone to raise or fix the bid or proposal pricJ of said bidder or of anyone else, or to raise or fix any overhead, profit or cost element of his bid or proposal price, oithat of anyone else;
g' Bidder did not, directly or indirectly, submit his bid or proposal price or any breakdown thereof, or the contents thereof, or divulge information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member agent thereof, or to any individual or group of individuals, except to tfre City of Carpinteria, or to any person or persons who have a partnership or other financial interest with said bidder in his business.
h. Bidder did not provide, directly or indirectly to any officer or employee of the City of Carpinteria any gratuity, entertainment, meals, or anything of value, whatioever, which cbuld be construed as intending to invoke any form of reciprocation or favorable treatment. i. No officer or principal of the undersigned firm is employed or has been employed, either full or part time, by the City of Carpinteria, either currently or within the last two 12y years, or is related to any officer or employee of the City by blood or marriage within the third degree. An exception to this section may be granted by approval of the -City Council prior to contract award.
j. No officer or principal of the undersigned firm nor any subcontractor to be engaged by the principal has been convicted by a court of competent jurisdiction of any cna-rge of fiaud, bribery, collusion, conspiracy or any other act in violation of any state or federal antitrust law in connection with the bidding on, award of, or performance of, any public work contract, with any public entity, within the last three years.

I certify, under penalty of perjury under the laws of the State of California, that the foregoing is true and correct and that this certification was executed on at California. (Date) (Localion)
Business Name
Printed Name & Title
(Signature)
Address:

City of Carpinteria - Request for Proposals Page 35
Tree Trimming and Maintenance Services

CONTRACTOR'S ORGANIZATION STATEMENT AND PERFORMANCE

HISTORY
The term "Owner" herein shall refer to any private firm or public agency to which the Contractor has submitted a bid to, or contracted with, for any tree trimming and maintenance contract.

Submitted
Name must correspond with the Contractor's License
_Corporation
-Partnership -lndividual -JointVenture lf a corporation, under the laws of what State is it organized? California Regional Office (s):

Officers, Responsible Managing Officers, Responsible Managing Employees:

Use a page titled "Additional lnformation and/or Comments" for providing requested or additional information for each of the following questions to which you answer "yes" or for any comments.

A. Provide the following license numbers and expiration dates CA Contractor's License N Expiration Date:-
CA C-27 (Landscaping) Contractor's License No.- Expiration Date CA C-61/D49 (Limited Specialty/Tree Service) Contractor's License No.- Expiration Date
Will you be able to provide OSHA Certification for aerial equipment when used throughout the term of the awarded contract? Yes_ No_
B. How many years' experience in construction work as a current organization? (1) As a General Contractor? From
-
to
-
(2) As a Subcontractor? From _ to _
C. Provide the following names, addresses, and phone numbers for three public agencies for which Bidder has performed similar work within the past ten (10) years, including the Geographical lnformation System (GlS) tree inventory services:

Agency Name
Name and telephone number of person familiar with project

2. Name and telephone number of person familiar with project Contract amount Type of work Date Completed
Agency Name
City of Carpinteria - Request for proposals
Tree Trimming and Maintenance Services

Page 36 ends

Contract amount Type of work Date Completed
3 Agency Name
Name and telephone number of person familiar with project Contract amount Type of work Date Completed
D. Have you, your company, or any officer, manager or partner thereof, failed to complete a contract for an Owner? YES
-
NO
-.
lf so indicate the name of each Owner, dates, and the
circumstances.

E. Have you, your company, or any officer, manager or partner thereof, previously had a contractor,s license suspended or revoked? YES fuO lf so indicate the name of each pe6on whose license was suspended or revoke-d]ates of oElurrence, and the circumstances for each.

F' Have you, your company, or any officer, manager or partner thereof, been debarred by any public agency? YES
, - NO
-.
lf so, for each incident, indicate the name of each-perion, the agency involved, dates, and the circumstances for each.

G. ln an award based on low-bid criteria where your firm appeared to have the low bid, have you or your company been denied an award of an Owner contract? YES _ NO _. lf so, as to each such denial, state the name of the Owner, the date of the denial, i_lre tifle and number of the contract bid, and the grounds on which the Owner based the denial of award.

H. Has your company. been the subject of any inquiry by any Owner as to whether your company is a non-responsible bidder or non-responsible Bidder? YES _ NO _. lf so,'as to each inquiry, state the name of the Owner, the date of the inquiry, thffiunds on which the Owner based the inquiry, and the result of the inquiry.
l. Has your company been given a notice of deficiency during the performance of a contract for these types of services? YES NO lf so, as to each notice of deficiency, state the name of the Owner, the date of the.nT-tice, tne ffiOs on which the Owner based the notice of the deficiency, and the result of the notice.

J. Has your company been assessed liquidated damages or had payment withheld by any Owner during the term of a contract for similar services? YES NO lf so, as to each assessment of liquidated damages or payment withheld, state the name of the Owner, the date of the assessmenVwithheld payment, the title and number of the contract, and the grounds on which the owner based the assessment of liquidated damages/payment withheld.

K. ls your company currently a party in any litigation against any Owner pertaining to any contract for services project, or.ha.9 your company been ? party to such litigation? yES - ruO _. tf so,
as to each such litigation, state the name of the Owner, case number, the lourt ano lr"rrisd:rction in which said litigation is pending or was brought, the nature of the litigation, the amount at issue in the litigation, the present status of such litigation, the date of resolutioriof such litigation if resolved, and the amount and method by which such litigation was resolved, if resolved.

L. ln the last five (5)
-years, fras your company, in the performance of similar services, received any notices of violation from OSHA resulting in any fine? YES _ NO _. lf so, as io eacn notice, state the name of the Owner, the date of the notice, the grounds on w-iich OSHA based the notice, and the result of the notice. Provide the following information as to contract experience with public entities or governmental agencies only, within the past ten (10) years. lf none, write "NONE, on the chart.

City of Carpinteria - Request for Proposals Page 37
Tree Trimming and Maintenance Services
M. List Key Staff who willwork on the City's tree maintenance services, their qualifications and proposed duties. Staff shall include, but not be limited to, certified arborists, certified utility arborists, certified tree workers, certified urban foresters and/or municipal arborists, utility line clearance tree workers, CA licensed pest control advisors and applicators, American Society of Consulting Arborists (ASCA) registered consulting arborist, and technicians providing technical support for inventory software. The firm shall identify at least one (1) ISA Certified Arborist who will be responsible for project management, one (1) Certified Utility Arborist, and full-time English speaking site supervisors capable of communicating with any City representative, and who are authorized to act on behalf of the firm.

Staff Member Qualifications Proposed Duties
City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services
N. Please describe your proposed tree inventory program and attach sample reports.

Page 38 ends

CONTRACTOR'S MAILING ADDRESS:

FIRM NAME

AUTHORIZED SIGNATURE
TITLE

ATTACHMENT B
Agreement for West Coast Arborists, lnc.

THIS PAGE INTENTIONALLY LEFT BLANK

AGREEMENT FOR TREE MAINTENANCE SERVICES
THIS AGREEMENT FOR TREE MAINTENANCE SERVICES ("Agreement") is made and effective as of the l't day of March , 2024 by and between the City of Carpinteria, a municipal corporation ("CiW"), and West Coast Arborists, Inc. ("Consultant") (collectively, the "Parties") at Carpinteria, California, with reference to the following facts:

City has determined that it is necessary and appropriate to engage a design professional to carry out the services described herein; and
Consultant has represented itself as being fully qualified and available to perform the consultant services necessary to complete the work in a timely manner; and C. City desires to contract with Consultant and Consultant is willing to perform the consultant services, subject to the terms and conditions of this Agreement.

NOW' THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the sufficiency of which is hereby acknowledged, the parties agree as follows:

L SERVICES.

A.

B.

1.1 1.2
Basic Services. City hereby retains Consultant to perform the services described and set forth in the attached Exhibit A ("Basic Services"), which is incorporated by this reference as though set forth in full. Consultant hereby agrees to perform said services within the designated time frames and accepts this retention. Consultant shall complete the Basic Services according to a schedule of performance which is also set forth in Exhibit A. The Parties agree and acknowledge that time is of the essence in performance of this Agreement.

Additional Services. In addition to the Basic Services, City may elect to have Consultant perform additional services that are beyond the current scope of the Basic Services, but within the expertise of Consultant ("Additional Services"). Such Additional Services shall be mutually agreed to in advance and specified in a writing, which shall also specify the basis for the Consultant's fee for such additional services. Basic Services and Additional Services are referenced collectively as "Services."

2. PERFORMANCE.

2.1 Standard of Performance. Consultant shall faithfully, competently and diligently perform the obligations and responsibilities required by this Agreement, applying best management practices and the same standards of care utilized by persons commonly engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement. Consultant shall not engage the assistance of subcontractors for performance of the Services unless previously agreed to in writing by the City.

J

2.2 Labor and Materials. Consultant shall fumish, at its own expense, all labor, materials, equipment, tools, transportation and services necessary for the successful completion of the Services. Consultant shall give its attention and supervision to the fulfillment of the provisions of this Agreement by its employees and subcontractors and shall be responsible for the timely performance of the Services required by this Agreement. 2'3 Review of Service. Consultant shall furnish City with reasonable opportunities from time to time to ascertain whether the Services of Consultant are being performed in accordance with this Agreement. All work done and materials furnished snail Ue subject to final review and approval by City; Consultant is not providing final approval or review, which is solely City's function and role. City review and approval of such work and Services shall noi, however, relieve Consultant of any of its obligations under this Agreement.

2.4 9ontract Administration. The City Manager or his/her designee shall represent the City in all matters relating to the administration of this Agreement. The City Manager or his/her designee shall have the authority to act on the City's behalf to review and approve all products submitted by Consultant and may execute all necessary documents to authorize consultant to perform Additional services as provided for herein.

2.5 Rgpresentatio4s a44 Warranties. Consultant represents and warrants to City that: (i) its fulfillment of its obligations and, as applicable, performance the Services under this Agreement, will not violate any applicable or breach any contracts with third parties and (ii) it has the right, power and authority to fulfill its obligations, and, as applicable perform the Services, and enter into this Agreement; (iii) the Services contemplated hereunder will be performed by adequately trained, competent personnel, in a profeisional manner, with such personnel having the requisite skill and expertise necessary to perform and complete the Services in accordance with industry standards and in accordance with the terms and conditions ofthis Agreement; and (iv) the Services and all deliverables provided hereunder will conform to the specifications agreed-to by the parties.

TERM. This Agreement shall be effective as of the date first above written and shall continue until all Services to be provided by Consultant are completed to the satisfaction of the City, but in no event later than the 28th day of February,2029; unless terminated earlier as provided for herein.

The City has the option to extend this Agreement on the same terms for thre; (3) additional one (1) year periods. The City shall not be required to provide "cause" or any reason whatsoever should it elect not to renew. The contact term shall and all extensions thereto shall not exceed a total of eight (8) years.

COMPENSATION.

4.1 Basic Services. For Basic Services, City shall pay Consultant on a time and materials basis, not to exceed amount of Five Hundred Thirty-Seven Thousand Five Hundred Eighty- Six ($537,586) as full compensation for all labor, materials, equipment, tooi., transportation, and Services. This compensation shall be paid in accordance with the payment rates and schedule as set forth in Exhibit B, attached hereto and incorporated herein by this reference as though set forth in full, based on the actual time spent on the tasks and the actual price of the necessary materials.
4 2

4.2 Additional Services. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to the Basic Services, unless such Additional Services are authorized in advance and in writing in the method provided for herein. Consultant will submit fee estimates for such Additional Services upon request of City.

4.3 Invoices. Each and every payment by City shall be subject to City's receipt of an invoice outlining the items for which payment is requested. Payment to Consultant as to any undisputed fees shall be made, after verification of Consultant's performance, within 30 (thirty) days of receipt of invoice. If City disputes any of Consultant's fees, it shall give written notice to Consultant within 30 (hirty) days of receipt of an invoice of such disputed fees.

4.4 Withholdine. City reserves the right to withhold future payment to Consultant if any aspect of the Consultant's work is found to be substantially inadequate. City shall notiff Consultant in writing of deficiencies believed to be substantially inadequate within thirty (30) days after receipt ofproduct.

Taxes/Insurance/Licenses. Consultant shall be solely responsible for the payment of any federal, state, or local income tax, social security tax, workers' compensation insurance, state disability insurance, and any other taxes or insurance which Consultant is responsible for paying as an independent contractor under federal, state or local law. At all times during the term of this Agreement, Consultant and any approved subcontractors performing Services under this Agreement shall have in full force and effect all licenses necessary for the performance of Services hereunder, including without limitation, business licensing from City, all at the sole cost of Consultant.

4.5 5. RECORDS.

5.1 Financial Records. Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts and other such information required by City that relate to the performance of Services under this Agreement. Consultant shall also maintain adequate records of Services provided in sufficient detail to permit an evaluation of Services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible.

5.2 Access to Records. Consultant shall provide free access to the representatives of City or its designees at reasonable times to books and records as set forth in section 5.1; shall give City the right to examine and audit said books and records; shall permit City to make transcripts therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of four (4) years after receipt of finalpayment.

Orieinal Records. Upon completion of, or in the event of termination or suspension of this Agreement, all completed and incomplete original agreements, data, documents, designs, drawings, exhibits, maps, models, computer files, reports, studies, surveys, notes, J

5.3 6.
and other work, materials or documents prepared or used to prepare Consultant's work product in the course of providing the Services pursuant to this Agreement ("Consultant Work Product") shall become the sole property of City once the Consultant has received payment. City may duplicate, disclose, disseminate, use, reuse or otherwise dispose of Consultant Work Product in whole or in part in any manner it deems appropriate, without the permission of Consultant. With respect to computer files, Conilltant shall make available to the City, at Consultant's office and upon reasonable written request by City, the necessary computer software and hardware for purposes of accessing, compiling, transferring and printing computer files. Consultant may retain copies of suih Consultant Work Product as a part of its record of professional activity.

TERMINATION.

6.1 6.2

6.3 6.4
Termination Without Cause. This Agreement may be terminated by either party for any reason upon ten (10) days prior written notice by the terminating party to the other party.

In the event of a termination, the date of termination shall be deemed to be the first buiiness day occurring after the expiration of the notice period. Upon receipt of said notice, Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise.

T.e.rmlnation With Cause. Either party may terminate this Agreement with cause, effective immediately upon written notice of such termination to the other party and failure ofthe breaching party to correct within five (5) days ofreceiving such noii"", based upon the occurrence of any of the following events:
' Material breach of this Agreement;
r Cessation of Consultant to be licensed, as required;
' Failure to substantially comply with any applicable federal, state or local law or regulation;
' Filing by or against Consultant of any petition under any law for the relief of debtors; and,
' Filing of a criminal complaint against Consultant for any crime, other than minor traffic offenses.

Bgrformance Unon Termination. In the event this Agreement is terminated pursuant to this Section, City shall pay Consultant for the outstanding balance owed for work performed up to the time of termination. Upon termination of the Agreement, Consultant shall submit an invoice to City as provided for herein and shall submit to the City all of its files for any billable or non-billable matters in which the Consultant is involved under the scope of this Agreement.

Termination Unon Mutual Consent. This agreement may also be terminated by mutual consent of the parties and in accordance with the terms and conditions of any plan of termination established by the parties. In the event of a termination by mutual consent, the date of termination shall be such date as is agreed upon by the parties. The parties may agree to suspend or terminate a portion of this Agreement and such suspension or termination shall not make void or invalidate the remainder of this Agreement. 4 7 DISPUTE RESOLUTION. Except as explicitly provided in Exhibit E relating to claims by Consultant, if any dispute, claim or disagreement shall arise relative to the interpretation or enforcement of this Agreement, the parties shall use commercially reasonable efforts to settle the dispute, claim or disagreement. To this end, they shall consult and negotiate with each other in good faith and, recognizing their mutual interests, attempt to reach a just and equitable solution satisfactory to both parties. If they do not reach such a solution within a period of thirty (30) days, then, upon notice by either party to the other, the dispute, claim or disagreement shall be submitted to final, binding arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules. The arbitrator shall have the authority to assess arbitration costs and expenses against either or both parties. The decision in the arbitration shall be binding on all parties, and judgment on any arbitration award may be entered in any court of competent jurisdiction.

8. INSURANCE. Consultant shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in the attached Exhibit which is incorporated by this reference as though set forth in full.

INDEMNIFICATION. To the fullest extent permitted by law, Consultant shall indemnif, defend and hold harmless City and any of its officials, employees and agents ("Indemnified Parties") from and against any Claims, where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Consultant or by any individual or entity for whom Consultant is legally liable, including but not limited to, officers, agents, employees, subcontractors or consultants of Consultant.

IO. RELEASE OF INFORIVIATION.

10.1 Confidentialitv. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released except to the City, directly or indirectly, by Consultant without City's prior written authorization. Consultant, its officers, employees, subcontractors or sub-consultants shall not voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information conceming the Services performed under this Agreement unless requested by the City Attorney or authorized in writing by the City Manager. Response to a subpoena or court order shall not be considered "voluntary" provided that Consultant shall give City prompt written notice of any such court order or subpoena. The provisions of this Paragraph shall survive the termination of this Agreement.

10.2 Notice and Cooneration. Consultant shall promptly notify the City Manager and City Attomey in writing if Consultant, its offrcers, employees, agents, subcontractors or subconsultants are served with any summons, complaint, subpoena, notice of deposition, request for documents, intenogatories, request for admissions or other discovery request, court order or subpoena from any person or party related to this Agleement and/or Consultant's related Services. City has no obligation to, but may exercise discretion to represent Consultant and/or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide the City an opportunity to review any response to discovery requests provided by Consultant. However, City's right to review any such response does not grant or imply a right of City to control, direct, dictate or rewrite said response. 9 5
1 1. RELATIONSHIP TO CITY.
11'l Independent Contractor. Consultant is and shall at all times remain as to the City a wholly independent contractor. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither City nor any of its officers, employees or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees or agents are in any manner officers, employees or agents of City. Consultant shall not incur or have the power to incur any debt, obligation or liability whatever against city, or bind city in any manner.

11.2 No Emnlovee Privileses. No City employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, City shall not pay salaries, wages or other compensation to Consultant for performing Services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing Services hereunder.
1 1.3 Consultant Dutv to Citv. Consultant understands and agrees that its responsibility to provide complete and accurate Services is owed solely to City and that its accountability under this contract shall likewise be solely to City and not to any City applicants or any other third person or entity.

11.4 Interest of Consultant. Consultant represents and warrants to City that it presently has no interests, and covenants that it shall not acquire any interests, direct or indiiect, financial or otherwise, which would conflict with the performance of the services to be provided by Consultant under this Agreement. Consultant further covenants that, in the performance of this Agreement, no subcontractor or employee having such an interest shall be employed by Consultant. Consultant certifies that no one who has or will have any financial interest under this Agreement is: (a) an officer or employee of City, or (b). an officer or employee ofthe applicant and any of its consultants. Consultant agrees to comply with any appiicable confl ict of interest code.
1 1.5 Undue Influence. Consultant declares and warrants that no undue influence or pressure is used against or in concert with any officer or employee of City in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement or financial inducement. No officer or employee of City will receive compensation, directly or indirectly, from Consultant or any offiier, employee or agent of Consultant, in connection with the award of this Agreement or any work to be conducted as a result ofthis Agreement. Violation ofthis Section shall be a material breach of this Agreement entitling city to any and all remedies at law or in equity.

Third Partv Beneficiaries. This Agreement is entered into solely for the benefit of the City and the Consultant and will not confer any rights upon any person not expressly a party to this Agreement.

11.6 6

12. GENERAL PROVISIONS.
l2.l Assignment of Rights. Contractor agrees to assign City all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act or under the Cartwright Act arising from purchases of goods, services, or materials pursuant to this Agreement.

12.2 Further Assurances. City and Consultant each agree to cooperate with one another, to use their best efforts, to act in good faith, and to promptly perform such acts and execute such documents or instruments as are reasonably necessary and proper to consummate the transactions contemplated by this Agreement.

12.3 Notices. All notices, requests, demands and other communications under this Agreement shall be in writing and shall be deemed to have been duly given on the date of service if personally served or on the second day after mailing if mailed by first-class mail, registered or certified, return receipt requested, postage prepaid and properly addressed as follows:

To City:

Michael Ramirez, City Manager
City of Carpinteria
57 7 5 Carpinteria Avenue
Carpinteria, CA 93013-2698 P:
(80s) 684-s40s
F: (80s) 684-5304
To Consultant:

Patrick Mahoney, President
West Coast Arborists, Inc.
2200 E. Via Burton Street
Anaheim, CA 92806
P:(714) 991-1900
P: (714)956-3745
Any party may change their address for the purpose of this paragraph by giving the other party written notice of the new address in the above manner.

12.4 Leeal Responsibilities. Consultant shall keep itself informed of state, federal and laws and regulations which in any manner affect those employed by it or in any way affect the performance of its Service pursuant to this Agreement. The Consultant shall reasonably observe and comply with such laws and regulations. The City and its officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section.

12.5 Licenses. At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required by law for the performance ofservices described in this Agreement.

12.6 Labor Conditions. City is a public entity in the state of California, and therefore, City and Consultant are subject to the provisions of the Govemment Code and the Labor Code of the state of Califomia. All provisions of law applicable to public contracts and/or this Agreement are incorporated herein by this reference and are made a part of this Agreement to the same extent as if they were fully stated in the Agreement and shall be complied with by Consultant.
7 12.7

12.8 12.9

12.10 t2.11

12.12 12.13
Labor Requirements. Consultant shall abide by all federal and California laws and regulations regarding wages, including, without limitation, the Fair Labor Standards Act and the Califomia Labor Code, which, in part, mandate that 8 hours' labor constitutes a legal days' work, and require Consultant to pay the general prevailing wage rates. The California statutory provisions for penalties for failure to pay prevailing wages will be enforced and the statutory provisions for penalties for failure to comply with Califomia's wage and hour laws will be enforced. In addition, Consultant is required to comply with the statutory requirements relating to employment of apprentices. Consultant afso must secure the payment of workers' compensation to its employees as provided by California law. Consult acknowledges its obligation to secure payment of Workers' Compensation before beginning work as set forth in the attached Exhibit D ("Acknowledgement of Workers' Compensation Obligation") which is incorporated by this reference as through set forth in full. Additionally, Consultant is required to comply with all statutory requirements relating to certified payroll records, including the maintenance ofthe records, their certification, and their availability for inspection.

Discrimination. No person shall be excluded from employment in the performance of this Agreement on the grounds of race, creed, color, sex, age, marital status, sexual orientation or place of national origin. Consultant shall comply with all local, state, and federal laws relating to equal employment opportunity rights.

Assignment. Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of City, which shall have the sole discretion to consent to any proposed assignment. Because ofthe personal nature of the Services to be rendered pursuant to this Agreement, only Consultant shall perform the services described in this Agreement.

Waiver. No waiver of a provision ofthis Agreement shall constitute a waiver of any other provision, whether or not similar. No waiver shall constitute a continuing waiver. No waiver shall be binding unless executed in writing by the party making the waiver.

Force Maieure. Neither Consultant nor City shall be liable for any delays resulting from circumstances or causes beyond its reasonable control, including, without limitation, fire or other casualty, act of God, strike or labor dispute, war or other violence, or any law, order or requirement of any govemmental agency or authority.

Construction of Terms. All parts of this Agreement shall in all cases be construed according to their plain meaning and shall not be construed in favor or against either of the parties. If any term, provision, covenant or condition of this Agreemeni is held by a court of competent jurisdiction to be invalid, void or unenforceable, in whole or in part, the remainder of this Agreement shall remain in full force and effect and shall not be affected, impaired or invalidated thereby. In the event of any provision shall be adjudged invalid, void or unenforceable, the parties hereto agree to enter into a supplemental agreement to effectuate the intent of the parties and the purposes of this Agreement.

Controlling Law. The City and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this 8 Agreement and also govem the interpretation of this Agreement, with venue proper only in the County of Santa Barbara, State of Califomia.

12.14 {g1!@1igg!ig!. All officers and individuals executing this and other documents on behalf ofthe respective parties hereby certify and warrant that they have the capacity and have been duly authorized to execute said documents on behalf of the entities indicated.

12.15 Entire Asreement. This Agreement, along with its attached exhibits, which are incorporated herein by this reference, constitutes the entire Agreement between the parties and supersedes all prior and contemporaneous agreements, representations and understandings of the parties. This Agreement may be altered, amended or modified only by a supplemental writing executed by the parties to this Agreement and by no other means.

Each party waives any future right to claim, contest, or assert that this Agreement was modified, canceled, superseded, or changed by any oral agreement, course of conduct, waiver or estoppel.

12.16 Counterparts. This Agreement may be executed in counterparts, each of which shall remain in full force and effect as to each party.

12.17 @!!!![1 In the event that any term or provision of this Agreement shall be held to be invalid, void or unenforceable, then the remainder of this Agreement shall not be affected, impaired or invalidated, and each such term and provision of this Agreement shall be valid and enforceable to the fullest extent permitted by law.

IN WITNESS WHEREOF, the parties have executed this Agreement at the place and as of the date first written above.
''CITY''
City of Carpinteria
By:

Michael Ramirez, City Manager

APPROVED AS TO FORM
City of Carpinteria
By:

Jena ShoafAcos, on behalfof
Brownstein Hyatt Farber Schreck, LLP
Acting as City Attorney of the City of Carpinteria
''CONSULTANT''
West Coast Arborists, Inc.

By
Patrick Mahoney, President
ATTEST:

City of Carpinteria
Brian C. Barrett, CMC, CPMC
City Clerk
9 EXHIBIT A

TASKS TO BE PERFORMEI)
l0
,tf'tr&$$ffiF
Set I i tt;1 i I t e Go Itl S'tutt tlu t'rl
lty ltttt'lrtti'itr'q trill rtt'r'r' .10() ()rtttttt ttili(t City of CCIrPinterio
RFP for Tree Trimming &
Tree Mointenonce Services
GROWING:

Greenspoce
Communities
Environment
Wed Coorl Arbodrls, lnc.
wcAlNc.coM . (8001 521-3714
LIC #3667 61 r DIR # 1000000956
Tcchno&rgy
'-i
f,Ylil VvO
Coa.t
fr
^rtorldi
l'!,
Table of Contents
IMPLEMENTATION, QUALITY CONTROL & SAFETY......,.

TECHNOLOGY & INFORMATION MANAGEMENT.....,..

COMMUNITY & ENVIRONMENT ..............

COVER LETTER I
EQUIPMENT 1IST........,,

COMPANY PERSONNEL
Compony lnlroduclion ......

COMPANY QUALIFICATIONS
......24
,..,..27
.,....29
,.,...31

CLIENT REFERENCES

SCOPE OF SERVICES
4 ..6
il
14 17
INSURANCE.
2 I
I
Tree Care Professionals Serving Communilies Who Care About Trees January 29,2023
City of Carpinteria
Attn: Department ol Public Works
5775 Carpinteria Avenue
Carpinteria, CA 93013
www.WCAlNC.com
RE RFP - Tree Trimming and Tree Maintenance Services
Due: Wednesday, January 3!,2A24 at Z:filPM
To whom it may concern;
Thank you for allowing West Coast Arborists, lnc. (WCA) the opportunity to submit a proposalfor tree maintenance services for the City of Carpinteria. WCA is a family-owned and operated company employing over 1,200 full-time employees providing various tasks to achleve 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.

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 lts diverse teams, and exchanging frequent feedback from customers and employees, \,e are able to provide 'gold standard'tree care services.

WCA's top management team has created a cuhure where employees become accountable for actions and results. Our Tree Care lndustry 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 51-year track record of working for more than 350 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 95 Certified Arborists and over 155 Certified Tree workers, as recognized by the lnternational Society of Arboriculture. WCA is also registered with the Department of lndustrial Relations (DlRlfor Public Works projects, our registration number is 1000000955. Allwork will be performed in-house; no subcontractors will be used.

Our employees will operate from our Ventura Office located at 11405 Nardo Street, Ventura, CA 93004. For questions related to this proposal and who has the authority to negotiate/present please contact Victor Gonzalez,V.P.BusinessDevelopment,at(7L4|[email protected],Area Manager, will to this project should WCA be awarded a contract. He can be reached at (7741 68t3428 or Sincerely,
Patrick , President
.-1
l
I
:

WGt Cdat tuborlsli, lnc.

CONNPANY INFORMATION
Presideni: Polrick Mohoney
Orgonizolion Type; Corporotion
Estoblished: 1972
Federol Tox lD: 95-3250682
DIR Registrotion; 1000000956
Members of Loborers' Union:

LiUNAI
SAM Enlity lD: CFJMVMJ9NSDI
Websiie: wcoinc.com

CORPONATE OFFICE
2200 E. Vio Burton Sl,
Anoheim, CA92806
REGIONAL OF;ICES
Escondido, CA
Fresno, CA
lndio, CA
Ontqrio, CA
Phoenix, AZ
Riverside, CA
Sqcromenlo, CA
Son Diego, CA
Son Jose. CA
Son Froncisco, CA
Sqnlo Clqritq, CA
Slockton, CA
Venlura, CA

CONIRACI ADMTNISIRAIION
Viclor Gonzolez, Vice Presidenl
Corporote Office
Phone (714) 991-l?00
Fox (71419s6-3745
Emoil: [email protected]
FIE[D MANAGEMENT
Lorenzo Perez. Areo Monoger
Venturo Office
Phone {805} 671-5092
Fox [email protected]
r-8m.uMB.DOWN
95+ ISA
Cefifrcd Arbodrlt

COMPANY QUALI FICATIONS
Compony lntroduction
wEsT coAsT ARBORTSTS, tNC. {WCA)
is o fomily-owned ond operoled union compony employing over 1,200 full-time employees providing tree moinlenonce qnd monogement services. We ore proudly serving over 350
municipolilies ond public ogencies. We provide superior ond sofe lree core operolions seven doys o week,24 hours o doy
throughoul Colifornio ond Arizonq.

OUR VISION
As o corporole citizen, WCA's responsibility ond qccounlobilily ore to the communilies where we do business. We hold ourselves to the highest slondords of elhicol conduct ond environmenlol responsibility, communicoling openly with our cusiomers ond lhe communities in which we work, lt is our gool ond vision to leod lhe induslry in slole-of-lhe-orl urbon lree core ond monogemenl services.
1 OO% C USTOM ER SATIS FACTION
Customer solisfoclion is our top priority. We guoronlee your compleie solisfoclion with every focel of our services. Our dedicolion to customer service hos eorned WCA o repulotion unrivoled in the industry for dependobiliiy, integrity, quolily, ond courtesy. We outhorize our employees lo do wholever is necessory lo qchieve lhe highesl quolily results. We know thol high quolity work soves our cuslomer's voluqble time ond is for more cost effeclive if we do our work properly the first time. We ore commitled to courleous ond prompl customer service to fully resolve ony issue.
50 Ycsn Exp.rlenc. 1,200+ Quqllfled
{similorShe & Scopef Employces I
loeol Ofllce & Yqrd
(Venturol
1600+ Ploccr of
Equlpmenl {Owned}
4 Accredllcd byTC|A
-1
'!
\A€Aa? Wo.t CNt Arborlsls, lnc.
:
:

Corporole Copobililies
West Coosl Arborists, lnc., is committed to successfully completing eoch pro.iecl in occordonce with the specificolions, budget, schedule ond wilh the highesi quolity of service. Our customers' solisfoclion is o direct resull of our meons io corry oul eoch project. Lisled below ore some of our corporote copobilities, which not only provide o sense of comfort ond confidence to our cuslomers, but olso ossure them of our continuous obilily to perform ihe dulies of monoging iheir urbqn forest.
. ln business conlinuously ond octively since 1972
. Controclor's License C61 lD49,
c27, C31, C21, A & B
o Over $8,500,000 line of credil ovoiloble
. Annuol ftnonciol oudits ovoiloble upon request
r Bonded by ARCH, qn A+ rqled compony
. 1,200+ employees
. 350+ conlrocts with public ogencies
r 95+ Certified Arborisls
r 155+ Certified Tree Workers
r Drug-free workploce
r 14.000 sq. fl. compony-owned
Heodquorters (Anoheiml
. Deportmenl of Agriculture Nursery license
. Avg. 712,00A trees pruned annuolly over post 3 yeors
. Avg. 46,000 trees removed onnuqlly over posl 3 yeors
. Avg. 20,000 irees plonled onnuolly over post 3 yeors
. Avg. 250,000 trees invenloded onnuolly over post 3 yeors . Fully insured with insuronce up to $25 million
. Federol Tox lD #95-3250682, cunenl on qll toxes ond
fillings with slole ond federol governmenl
. Soles volume over $190 million onnuolly
. Fleel of opproximotely 1,600 pieces of equipmenl
Aclive MembershiPs;
Tree Core lndusiry Associolion (TCIA)
lnternolionol Sociely of Arboricullure (lSA)
Leogue of Coliforniq Cities (LCC)
Colifornio Porks & Recreolion Society (CPRS)
Associolion of Colifornio Cilies I
-Oronge County {ACCOC)
Mointenonce Superintendents Associotion
{MSA)
Cqlifornio Londscope Conlroctors Associqtion
(cLcA)
Slreet Tree Seminor (STS)
Colifornio Urbon Foresl Council {CoUFC)
Americcrn Public Works Associotion fAPWAI
Co|lrJ(tor lnfor rrotion Regislration HiJtotY
rs ltdat srcutsqa f,rrlmfrrr
IE ,,4rr,ll: glF h-rl'! I.KTNE lrlqs, r{!t
dr--*#b--
F-l-
{y' staqil.,gGclEa CONTRACTORS
STA1E LICENSE EOARD

ACTIVE LICENSE
ffir-F
u@n'on6b, 366764 e'uy CORP
tun.sxm WEST COAST ARBORISTS INC
ca$reriqr{.) C61/D4g C2l A C21 B C31
}|*rtnrhilbk
t!4r0
FtbFti4 *lrt
lEl l{6 !h{{l5ar 4to- /b.r
:.nlt.as* &{.rlId aA!.!F h' r'h..
(u!m
<q!g
Fgfisotr (ti.ir
ex rl
;: tl rl
:r".ji:1
f"!: ii
t1'li r:
:1,):.:

Department of lndustrial Relations
Erprrbnod. 1213'|'124
www.cslb,ca,gw
5 \A€A14I
Wesl CoastArborists, lnc,
C:Of\APANY PERSONNHL
lrrlr orJuc liorr
West Coosl Arborist's (WCA) is o compony comprised of o monogement teom ond o sofety commiltee. Stoff members hove diverse educoiionol bockgrounds including occounling, business odministrotion, engineering ond foreslry.

StaS members hsve diverse
educationsl backgrounds
including accounting
busine ss administration,
e n gine e r ing, and for e s 1ry.

Work Force
WCA octively moinloins ongoing processes to ossure thol only quolified ond compelent sioff provides safe ond quolity lree mointenonce services. These skilled employees con only be ochteved through bolh troining ond work experience. We believe thot essentiol experience should olwoys be obloined through quolified supervision; lhis includes both bosic ond exlended skills. WCA mokes every ottempt lo ensure thot this is undertoken before performing work, leoding o crew, or coreer odvoncement, The work performed on ihis controct is routine, recurring ond usuol. The work includes woiering, trimming, pruning, plonting, removol ond replocement ol lrees ond plonts, ond servicing of inigotion. The roles included in lhe Cosl Proposol qre bosed on lhe current prevoiling woge delerminolion for "Iree Moinlenqnce (l,oborer)." Cetiif iccltiorr
WCA encouroges its employees to get certified through the lniernotionolsociely of Arboricullure, in on efforl io roise the stondord of professionol lree core componies. This stondord exemplifies our compony's commitmenl to providing cuslomers with competenl, knowledgeoble certified workers. WCA employs o lorge number of ISA Certified Arborists ond ISA Cerlified Tree Workers.

Crew Evoluotiorr
WCA employees ore evoluoled through on internol mechonism supervised by our Monogement Teom. Eoch ernployee performs their dulies occording to o criterio-bosed job descriplion thot reflects sofely, quolity workmonship, produclivity, opproprioteness of core, problem solving ond customer service. A performonce opproisol is conducted for eoch employee upon completion of the probolionory period ond ot leosl onnuolly lhereofter, Eoch worker is olso required io complete o competency ossessment ond orienlolion upon hire ond onnuolly thereofier in selected oreos to ossure thol ongoing requirements qre met ond opporlunities for improvement ore identified.
6 Setting ihe Gold Slondord
-1
:
''1 VvO{l'r WrtGomtAltodrtr, tna
holccl Tccm ftuchtc
Meet the Teom: Project Teom
JASON PINEGAR Reglonol Monoger/V.P.

Mr. Pinegor hos been with WCA since 1993. Storting os o Trimmer, he wos repeotedly promoled ond become on Areo Monoger in lhe 2000's ol which lime he moved to Northern Coliforniq. ln 2020 he wos promoted to Vice Presidenl. He hos over 30 yeors' experience in the orboricullure field ond hos o vosl knowledge of trees in Northern Colifornio. He oversees our Northern Colifornio region conlrocts ond siqff. His extensive csreerwilh WCA includes monoging controcts with ihe City of Socromenlo, Stockton, ond the enlire Son Froncisco Boy region. r ISA Ceriified Arborist Utility Speciolist #WE-2039 AU . TCIA Certified Treecore Sofely Professionol #259
. ISA Trea Risk Assessmenl Quolifled
r ATSSA Troffic ConlrolDesigner #@236727
. NCCCO Ceriified Crone Operotor #050820987R
r TLC Wildlife Areo
TORENZO PEREZ Areo Monoger
Mr. Perez hos been with WCA since 1994. As on Areo Monoger, Lorenzo is responsible for field operotions ond monogemenl of crews in Venluro ond Sonlo Borlcoro couniies. He is olso involved in scheduling, evoluotion, ond production of sireel lree mqintenonce. Mr. Perez hos over 20 yeors' experience in lhe lree core indusiry. He receives o minimum of 25 hours credil onnuolly in orboricullure conlinuing educolion credit.
r ISA Certified Arborist #WE-744347
. TCIA Certified Tree Core Sofely Professionol #312
r ISA Tree Risk Assessment Quolified {TRAA)
r TLC Wildlife Awore
IAWNY HALCON Prolccl Supervlror
Towny hos been wilh WCA for over l2 yeors. She storted os o CSR/Office Monoger lhen wos promoted to Supervisorforlhe Venluro region ond hos performed successfully in this role for over 5 yeors. She is responsible for reviewing lhe doy's qciivities, ossisling lhe Areo Monoger in scheduling, ond ensuring proper sofely procedures ore being followed. As SupeMsor, she will communicote with conlrocl odminisirotors ond other inleresled porlies on o doily bosis. Report ond resolve molfunclions, domoge, or industriol injury. She will olso ossist in employee lroining progrqms, mointoin records, ond file doily reports ond receipls.
r TCIA Certified Treecore Sofely Professionql #3536
. TLC Wildlife Awore
7 i
\A€ar W€t Co.at Arterhai, lnc.

Meet the Teom: Support Stoff
TIM CROTHERS Plont Heollh Core Monoger
Mr' Crolhers hos over20 yeors of experience wo*ing in lhe horliculiure induslry. He siorled working ol WCA in 2012 os o supervisor. He wos quickly promoled to Areo Monoger, o role thol requked him to produce reports os o Certified Arborisl os well os lroin stsff ond clients in properlree cora, invenlory monogement, londscope design ond plonl identificolion. ln his role os Plonl Heolth Core Monoger, Mr. Crolhers supervises orborist services stoff ond plont heollh core operoiions lhroughout Cclifornio qnd Arhono. He oversees the creotion of Urbon Foreslry Moster Plcns (UFMPs) ond is o Registered consulting Arborist by the Americon sociely of consulfing Arborists. o ISA Boord Certified Moster Arborist #WE-Z65SBUM
. B.S. Environmentol Horticultureol Science
. ASCA Registered Consulling Arborsl #t2l
r CA Depl. Peslicide Regulotion QAL #l4S32l B, D
. ISA Tree Risk Assessment
. Quolified & TLC Wildllfe Awore
ANDREW PINEDA GIS Moiioger
Andrew Pinedo has been with WCA since 2018. As WCA's GIS Monoger, he works on o wide ronge of projecls including lree inventories scope qnd collection, iTree onolysis, lree conopy ossessments, tree plonting priorilizotion, ArborAccess lroining, gronl funded tree plonling projecls, ond much more. He wos worked with tree invenlories of oll sizes from smoll compus invenlories with less lhon 5,000 trees lo lorge Colifornio cilies with over l4O,OOO trees. He hos in-deplh knowledge qnd underslonding of lree inventories, urbon forestry besl proctices, ond spotiol dolo ond works closely with office ond field personnel lo ensure lree inventories, reports, ond onolysis exceed customer expeciotions.
r ISA Ceriified Arborist #WE-1273f,A
o FAA UAS Port 107 Remoie Pilot
. M.S. Geogrophic lnformolion Science {GlS), CSU Long Beoch . B.A. Environmentol Science, Boston Univenity
iEBECCA HATCON CurtomerSerulcc Rep. (CSR)
Rebecco Joined WCA in 2018 os o Customer Service Representolive (CSR)/ Office Monoger. As the CSR, Rebecco is responsible for providing support to lhe Areo Monoger, Sile Supervisor, ond crew.

She is to function os o lioison between lhe compony ond ils clients os well os lhe generol public.

Rebecco is responsible for responding to customer seMce inquhes ond focilitaling controcting funciions, such os: mopping, underground service olert, dolo entry, field book preporotion, list preporolion, elc. Rebecco works directly with oll of our customers in lhe Venturo to Sonlo Borboro region.

I
I
I
I
I
I
\A€ffi
West Coast Arborists, lnc.

Execufive Stoff
From morketing, conlroct odministrotion, field ond fleet monogemenl,lo informolion technology, our Executive Stoff is involved in the doy-lo-doy operotions supporting eoch Projeci Teom ond customer lo ensure lhe highest quoliiy of lree core is being ochieved in ihe induslry.

Polrlck Mohoney
Presidenl
Chft Gdppen
v.P. - l.L
Nick Alcigo
V.P. - SoCql Reglon
Rlchorii,M'ohoney
Secretory
Vic-lor.Goluolbz
V.P. - Business
Developmenl
Mlehdcl Polot
V.P. - SoCol Reglon
Rore Eppenon
freosurer
Andrewlroller
V.P. - Field OPerollons
Debble E.bP"6iqriole Emdglo MoGloc
V.P. - lnlernol Operolions V.P. - Rlsk Monogemenl
Joson,P.lh€fioi
V.P. - NorCol Reglon
9 E
t/
t
I
Selting lhe Gold Slondord . -"t '
,
'-1i
5 :S k,r,a
\A€^€s
West Coast Arborists, lnc.

Wtrnfffn*e€
tr EI
t'lCA hos forged o success[ul porlnershipwilh the Loborer's lnlernolicnol Un:cn of Norlh Anrerico, IIK}HEI
TIAT{DAID3
uiltLAnY
tlAtillrlc

EUPCSOI
EiI?TOYEE
A,
REDIT€D
l3 olfices wilh presligious
Tree Cqre lnduslry Associolion
(TCIA) occredilollon
,w
I5A

ISA CERTIFIED
ISA Eoqrd Cerlttied Mo3lci Arborirls
Lllcl.roelPolol t'v'/E-65418U1.!
Kelle/ Gilleron f 'nlE-7061 B
Tin) Crolhers $YJE-7655 BUl.l
Jo5ephSortolo *Y/E.2C348U
EugeneBordson xvlE-l1777BI
Rebecco Llei:o ivlE-2355b
Jetfre' Croin #',f/E-6553 B
Stuort Hupp *!'i E-l I 395 B
ISA
Assessnrent
Quolilied
ooo Tree Risk
Cleorcnce
V/CA
Ulilily
Certified
Line
U/crkers
ISA
Specialisls
Uiilif
Cartilied
i
TCIA eooooo
Cerlilied
Treecore Soleti
Profe!s onols
Informolion
Technolog/
SpecioliJis
FIeei
l.lechonics
NCCCO
Cerlilied
Crone
Operotors
lSAl,lunicipol I'Jurseryin Speciolkls Plocenlio &
Dedicoled
l.lonoger
6ISC2,I RCA
AmcriconSociely ot Arboricullurc Raglt rec, Conrulllng A?boriih 3 ASCA Consulling Arborisls
Tlm Crolhers RCA #721
Kelley Gllleron RCA #66E
Leo Tuchmqn RCA #771
Plont Heollh Core
WCA hos developed on exenrplory Plonl Heolih
Core Progront thol goes beyond stondqrd chenricol
opplicotions. We nroinioin in.house Stote Cerlified
quolified pesl opplicotors.

Colifornio Deporlmenl of
Peslicide Regulotion (DPR)
WCA hos 1 Advlsor (PCA) ond 10 Appllcotors (QAt)
on sloff.
b
@
Wildlife Protection
WCA's VP of Field Operotions is o key
contributor in identifying ond
developing the first e.rer Best
i\.r1o nogemeni Proctices guidelines for
hc.e (lcrre Ior Bilr-ts itrrr.l ()lltt:r Wilrltitr:.
@@o BMP lroining Wildlile Awore
Iroined/Cerlified
by WTI
On.Stofr
Bioloqill
Sefting lhe Gold Sfondord
l0
-t
:

I \ACAil?
West Coast Aiborasts, lnc.

CLIENT REFERENCES
West Coost Arborists understonds lhe chollenge thot mony ciiies foce to reduce lhe cost of tree moinlenonce services, while increosing lhe levelof performonce. Ulilizing our services os o voluoble, cost-elfeclive resource, cities ore qble to provide betler services to their communily, These conlrocls cover o ronge of services from providing emergency response to mointoining the Agency's enlire urbon foresl.
clTY or CARPINTERIA slNcE 2oo2
ln oddition to providing the city wiih iree moinlenonce for both sireets ond porks, we qssisled the City in hetreotion of q Skeet Tree Monogement Plqn in202Q. This included updoling lhe City's tree invenlory ond developing o plon for fulure plontings throughout the Cliy.

Conlocl: Robert Howord, Public Works Supervisor
5775 Corpinterio Ave., Coprinterio, CA 93013 - (e05) 566-2417- roberlht4'corplnterioco.qov
ANNUAL BUDGET: $l 60,000
CITY OF CAMARILLO stNcE 1999
WCA provides complele pruning services for the City of Comorillo. ln 201 I we updoted the City's tree inventory by odding GPS locotions. There ore over 23,000 City-owned trees of which 4,500 ore trimmed onnuolly. Accuroie ond up-io-dole work hislory records

CITY OT GOETA
ore moinloined in ArborAccess which mqinloins lhe inlegrity of the invenlory.

Conlocl: Leo Alomillo, PW Miontenonce Superintendent
283 S. Glenn Dr.. Comoriilo, CA 93010 - (805) 388-5338 - lolomillot?rcilvofcomorillo.oro ANNUAT BUDGET: S78O,OOO
srNcE 2004
WCA provides lhe cily with tree trimmin gond moinlenonce servcies, Scope of services include tree lrimming, lree removol, tree plonling ond orborist services. All moinlenonce records ore updoted in ArborAccess for the Cily's review ond use.

Conlqcl Poul Medel, Public Works Monqger
6735 HollisterAve., Golelo, CA 93117 - (805) 968-6769 - omedeliqcilvotoolelo.oro ANNUAI BUDGEI: $300,000
stNcE lt99
WCA provides complete urbsn foreslry monogemenl for lhe City, including tree pruning, removols, plonting, ond emergency services os-needed'
Conloct Andy Tonez, Tree Supervisor
336 Sonjon Rd,, Venlurq, cA ?3002 - {805) 652-454Q - olonezi'cilvoh',en',lUrs.co.oov ANNUAT BUDGET: $1.485,000
.*"K
UOLETA

CITY OT VENTURA
CITY OF 6ITUM
1l
\ACA#
Wsst Coast Arborasts, lnc.

CITY OF AGOURA HILTS

CITY OF ALAMEDA

CITY OF ALHAMBRA

CITY OF ANAHEIM

CITY OF ARCADIA

CITY OF ARTESIA

CITY OF AZUSA

CITY OF BALDWIN PARK

CITY OF BEAUMONT

CITY OF BELL

CITY OF BELL GARDENS

CITY OF BELLFLOWER

CITY OF BERKELEY

CITY OF BEVERLY HILLS

CITY OF BRADBURY

CITY OF BRAWLEY

CITY OF BREA

CITY OF BUENA PARK

CITY OF BURLINGAME

CITY OF CAMARILLO

CITY OF CARLSBAD

CITY OF CARMEL-BY-THE-SEA

CITY OF CARPINTERIA

CITY OF CARSON

CITY OF CERES

CITY OF CHINO

CITY OF CHINO HILLS

CITY OF CHOWCHILLA

CIIY OF CHULA VISIA

CITY OF CITRUS HEIGHTS

CITY OF CLAREMONT

CITY OF COACHELLA

CITY OF COLTON

CITY OF COMMERCE

CITY OF CONCORD

CITY OF CORONA

CITY OF CORONADO

CITY OF COSTA MESA

CITY OF COVINA

CITY OF CUDAHY

CITY OF CULVER CITY

CITY OF CUPERTINO

CIIY OF DANA POINT

CITY OF DAVIS
CITY OF DEt MAR

CITY OF DIAMOND BAR

CITY OF DUARTE

CITY OF EL CAJON

CITY OF EL CENTRO

CITY OF EL SEGUNDO

CITY OF ENCINITAS

CITY OF ESCONDIDO

CITY OF FILLMORE

CITY OF FOLSOM

CIIY OF FONTANA

CITY OF FREMONT

CITY OF FRESNO

CITY OF FULLERTON

CITY OF GARDEN GROVE

CITY OF GILROY

CITY OF GLENDALE

CITY OF GLENDORA

CITY OF GOLETA

CITY OF GRAND TERRACE

CITY OF HALF MOON BAY

CITY OF HAWAIIAN GARDENS

CITY OF HIGHLAND

CITY OF HOLLISTER

CITY OF HUNTINGTON BEACH

CITY OF IMPERIAL BEACH

CITY OF INDIO

CITY OF INDUSTRY

CITY OF INGLEWOOD

CITY OF IRWINDALE

CITY OF JURUPA VALLEY

CITY OF LA CANADA

CITY OF LA HABRA

CITY OF LA MESA

CIIY OF LA MIRADA

CITY OF LA PALMA

CITY OF LA PUENTE

CITY OF LA VERNE

CITY OF LAGUNA BEACH

CITY OF LAGUNA HILLS

CITY OF LAKE ELSINORE

CITY OF LAKE FORESI

CITY OF LAKEWOOD

CITY OF LATHROP

CITY OF LEMON GROVE

CITY OF TINCOLN

CITY OF LIVERMORE

CITY OF LODI

CITY OF LOMA LINDA

CITY OF LOMPOC

CITY OF LONG BEACH

CITY OF LOS ALAMITOS

CITY OF LOS ALTOS

CITY OF LOS ANGELES

CITY OF MADERA

CITY OF MANHATTAN BEACH

CITY OF MENIFEE

CITY OF MENLO PARK

CITY OF MILPITAS

CITY OF MISSION VIEJO

CITY OF MONROVIA

CITY OF MONTCLAIR

CITY OF MONTEEETLO

CITY OF MONTEREY

CITY OF MONTEREY PARK

CITY OF MOORPARK

CITY OF MORENO VALLEY

CITY OF MORGAN HILL

CITY OF MOUNTAIN VIEW

CITY OF MURRIETA

CITY OF NATIONAL CITY

CITY OF NEWARK
Cff OF NEWPORT BEACH

CITY OF NORCO

CIIY OF NORWALK

CITY OF OAKLEY

CITY OF OCEANSIDE

CITY OF ONTARIO

CITY OF ORANGE

CITY OF OXNARD

CITY OF PALM DESERT

CITY OF PALM SPRINGS

CITY OF PALO ALTO

CITY OF PARAMOUNT

CITY OF PERRIS

CITY OF PICO RIVERA

CITY OF PLACENTIA

CITY OF PLEASANTON

CITY OF POMONA

CITY OF POWAY

CITY OF RANCHO CORDOVA

CITY OF RANCHO

CUCAMONGA

CITY OF RPV

CITY OF REDLANDS

CITY OF REDONDO BEACH

CITY OF RIALTO

CITY OF RIVERSIDE

CITY OF ROSEMEAD

CITY OF ROSEVILLE

CITY OF SACRAMENTO

CITY OF SAN BERNARDINO

CITY OF SAN BRUNO

CITY OF SAN CARLOS

CITY OF SAN CLEMENTE

CITY OF SAN DIEGO

CITY OF SAN DIMAS

CITY OF SAN FERNANDO

CITY OF SAN JACINTO

CITY OF SAN JUAN CAP

CITY OF SAN LEANDRO

CITY OF SAN MARCOS

CITY OF SAN RAMON

CITY OF SANTA ANA

CITY OF SANTA BARBARA

CITY OF SANTA CTARA

CITY OF SANTA CLARITA

CITY OF SANTA FE SPRINGS

CITY OF SANTA MARIA

CITY OF SANTEE

CITY OF SIERRA MADRE

CITY OF SIGNAL HILL

CITY OF SOLANA BEACH

CITY OF SOUTH PASADENA

CITY OF SOUTH SF

CITY OF STOCKTON

CITY OF SUNNYVALE

CITY OF TEMPLE CITY

CITY OF THOUSAND OAKS

CITY OF TORRANCE

CITY OF TRACY

CITY OF TULARE

CITY OF TUSTIN

CITY OF UPLAND

CITY OF VENTURA

CITY OF VERNON

CITY OF VICTORVILLE

CITY OF VISATIA

CITY OF VISTA

CITY OF WALNUT

CITY OF WALNUT CREEK

CITY OF WEST COVINA

CITY OF WEST HOLLYWOOD

CITY OF WEST SACRAMENTO

CITY OF WHITTIER

CITY OF WOODLAND

CITY OF YORBA LINDA

COUNTY OF ALAMEDA

COUNTY OF COLUSA

COUNTY OF CONTRA COSTA

COUNTY OF EL DORADO

COUNTY OF FRESNO

COUNTY OF LOS ANGELES

COUNTY OF MONTEREY

COUNTY OF NAPA

COUNTY OF ORANGE

COUNTY OF PTACER

COUNTY OF RIVERSIDE

COUNTY OF SAN BERNARDINO

COUNTY OF SAN DIEGO

COUNTY OF SAN JOAQUIN

COUNTY OF SAN MATEO

COUNTY OF TULARE

COUNTY OF VENTURA

COUNTY OF YOLO

MOUNTAIN HOUSE CSD

ROSSMOORE CSD

TOWN OF ATHERTON
12 -l
West Coaet Arborlsts, lnc.

FIRM EXPERIENCE
Listed below ore cunent controcls volued over $2,000,000 onnuolly of Lq1{199p9
.qty !: _C_ounty ol Son Froncisco
g_ity of Riverside
City of Long Beoch
Clty of Fresno
Riverside Public Uiilities
Cliy of Anoheim/Anoheim Ulililies
Clfy ol Corono
City o! lnduslry
Cqunly of Oronge - Porks
City of Socromento - Porks
C"lly of Son Diggo
Cily of Ontorio
City of Socromenlo
C-!ty of Glendole
Glendole Woter & Power
-C_!y of Sonto Clorilo
Qilv_ _oI $qyerly H j!l_s
*C.-ily ot Fullerton
Cily of Sonlo Ano
Since 2015
Since 2017
Since 2018
Since 2016
Since 2001
Since 1997
Since 2007
Since 2010
Since 2020
Since 2014
Since 2016
Since 2015
Since 1998
Slnce 2015
Since 20]5
Since 2015
Since 2008
Since 2000
Sincel998
Since 2015
$r4.800,000
$6,200,000
$4.400,000
$3,400,99q
$3,400,000
$!.4qq.0!q
$.3,3. ,999
$3,000,000
$.g.qQq,qq9
$3,000,000
$2,800,000
700,000
$2.700,000
$2,500,000
$?.,1Q,00Q
$2500,000
$2,400;000
$2;300,000
$2.300,@0
$2,000.000
C ustorner Durqtion Annuol Controct Amount
l3
--'l
-.] \ACAts
West Coast ArboristE, lnc.
'-l SCOPE OF SERVICES
Grid Tree Pruning
Grid tree pruning is bosed on pruning in pre-designed districts, or grids on o sel cycle ond in ils entirely. This includes pruning oll lrees (smoll, medium, ond lorge-sized.) Pruning willinclude struclurol prunlng, crown roising, ond slighl crown cleoning in occordonce wilh ihe slondords set forth by the lnternolionolsociety of Arboricullure Pruning Slondords {Best Monogemenl Proclices) ond shqll hove no more thon | 5% oI lhe live folioge removed of o given time.

Speciol Request Tree Pruning
Speciol Requesl Tree Pruning includes lree moinlenonce services on designoled tree{s) os ordered by the Cily's Arborist or designee. This colegory of pruning moy include slruclurol pruning, crown roising, crown cleoning c,nd/or pruning lo reslore lhe crown. Whichever work lype is ordered by the City, pruning wilt be performed in occordonce wilh the slqndords sel forth by lhe lnlernotionolSocieiy of Arboricullure Pruning Slondords ond lhe Besl Monogemenl Proctice, Tree Pruning Guidelines. Trees thol ore identified for o Speciol Requesl Tree Prune sholl hove opproximolely 25To of lhe live folioge removed of o given lime.

Pruning to reduce lhe lree's crown (or Crown Reduction Pruning) moy be performed when conditions within the crown of o hordwood tree ore such thqt lhe overollconopy moss ond excessive wood weighl needs lo be reduced. This lype of prune is performed when fhe Cily's primory objeclive is to mointoin or improve lree heolth ond slruclure ond will be chorged ot the Crew Renlolrole os ogreed upon by the Cily ond WCA,
line Cleoronce
Trees ihot interfere or hove lhe possibility of interfering wilh uiiliiy lines will be lrimmed in o monner lo ochieve lhe required cleoronces <rs specified ond in occordonce with the Colifornio Public Utililies Commission. ll is our goolto prolecl the current heolth ond condilion of lhe tree ond to moinlqin ils symmelry ond direct growth owoy from the utility lines.

Young Tree Mointenonce (Optionol)
Proper pruning ond core during lhe eorly sloges of lhe tree's life willsove money in lhe future, ond creote o sofer, more beoutiful, heolthy, eosy-fo-mointoin lree. We believe lhot lree core lhot is performed eorly will offecl its shope, slrength qnd life spon. Our speciolized smqll tree cqre leom consists of certified personneltroined to perform lhe following under the hourly role:
r Selective slruclurql pruning
r Removolof deod, interfering, split ond/or broken limbs r Pre-conditioning the woter relention bosin built oround the lree r Stoking or re-stoking
r Adjusting iree ties
r Adjusting frunk proteclors
o Weed obotement
14 \A€^trf
West Goast Arborlsls, lnc.

Root Pruning
We slrongly recommend ogoinsl ony rool pruning, however, should the city eleci to proceed, we recommend thol it be done no closer thon 3limes lhe diometer ol the kunk. Roots will be pruned to o depth of opproximotely l2 inches by cleonly slicing ihrough the roots, so os nol to teor or vibrote the root cousing domoge to lhe tree. The excovoied oreo will be bockfilled with notive soilond debris will be houled owoy. This is performed under the hourly rote.

Tree ond Siunrp Removol Operoliotrs
Wllh o minimum of 48 hours odvqnced notice, WCA willinform Underground Service Alert (USA) of the locolion of work for lhe purpose of identifying ony ond oll utility lines. The removol process consisls of lowering limbs delicotely onto the ground to prevenl ony hordscope domoge. lmmediolely following lhe removol, the stump will be ground down, if ordered to do so ond with proper USA nolificotion. Our slondord slump grinder is the Vermeer 5C802. This stump grinder is ideol for ony size job ond con be used lo grode lorge stumps. We olso use lhe Dosko SC69 stump grinders. These ore intended to remove iree stumps ond exposed root systems close to ground level. Tree removol ond slump removql ore to be chorged seporotely in occordcnce with lhe contrqct.

Tree Plonling
We con reploce lrees thol hove been removed ond plont new trees in occordonce wilh the Cily's specificotions. We ore prepored finonciolly ond logisticolly to ocquire ond purchose selected tree species for iree ploniing. Ai o minimum of 48 hours in odvonce we willinform Underground Service Alert (USA) of the locolion of work for the purpose of identifying ony ond ollutilily lines. A well-troined plonting leom willperlorm the soil preporoiion ond instollotion o{ the lree.

Tree Wotering (Oplionol)
Tree wqtering will be performed by o full-lime, WCA teom member on vorious roules, when requested by the Agency. This leom willolso be responsible for reporling speciolcore needs lo lhe smoll lree core teom. This could include reporiing weeds, soil thot hos setiled. ond/or sloking ond tying needs.

Emergency Response
We ore prepored for emergency cclls 24 hovrs c doy, 7 doys o week, including holidoys, The tollfree number is 866-LIMB-DOWN (866-546-2369). This number will be provided to lhe Agency, Police Deportmenl ond/or Fire Deporlmeni. Our emergency response teom willdo whol is necessory to render the hozordous tree or iree-reloted condilion sofe until the following workdoy. t5
VvOd?r
Ulr€st Coast Arbori3ts, lnc.
a
a
Crew Rentol
Due to our vosl qmounl of resources, including our speciolly equipment ond quolified personnel we ore oble lo extend our commitmenl to our customers by providing vorious miscelloneous services oulside of the most common tree mointenonce services:

Misc. use o{ oerioltowers ond crones (including equipmenl rentol} Crown reduction
Crown restorolion
Arborist Reports
We hove full-time Certified Arborists on stoff thol con prepore detoiled orborist reporls, tree evoluolions ond site inspeclions bosed on your specific needs. Reporling con be generoted for one iree or on enlire selection ond is monoged on o cose-by-cose bosis.

I4:C.1 pt't>t' idas the lccl t rrc I og.t',
nr u t t (t ge nt c t t I, tu nl c' i t' i c ex trt e t' i e tt c' a that mul;es it the prc.fbn'ed trce
nt i t t u ge nt c n I 1., ti rt n c r (t c' t'o s s t h e 14' e s L Plonf Heollh Core
Tim Crolhers, Plont Heolth Core Monoger
r ISA Boord Certified Mqster Arborist WE-265S BUM
r DPR Quolified Pesl Control Applicotor #145321
. QAL Colegory B & D
Our PHC progrqm monoged by Tim goes beyond stondord chemicol opplicoiions. We hove developed on eflicient lnlegroied Pest Monogement Progrom (lPM) thot requires diognosis before heolment. WCA is sloffed with licensed opplicotors ond qdvisors thot ore environmentolly conscious os wellos compliont with lhe Coliforniq Deportmenl of Pesticide Regulotion. This seruice ollows us to provide you with:
r Proper diognosis bosed on on-site inspection with loborolory tesling when necessory o Prooclive ond prevenlolive recommendotions thol reduce the omount of potentiol pest ond diseose issues
o Follow-up evoluotions to ensure thol the recommended treolmenls result in o heolihy ond bolqnced urbon foresf
--l
I
-t \A€a*
Ultelt Co.!t Arborl3ts, lnc.

IMPTEMENTATION, QUALITY CONTROT & SAFETY
lmplementotion Plon
To ensure lhe quolity ol work ond lhe level of service
expecled, WCA obides by o well-defined quolily conlrol
plon ihol incorporotes lhe following:
. Cerlified personnel
. Sofety
o Pruning specificolions ond guidelines
r Sound equipment
o Public relotions
o Proper lroffic conlrol
r Stote-of-lhe-orl communicolion systems
Areo Mqnoger: lorenzo Perez
ISA Cedilicotion #: WE-7443AI
TC|A CISP #312
The projecl Areo Monager will be lhe cenlrol point of contoci ond willwork cooperolively with Agency sloff. locolresidents ond business owners, elc. The Areo MongerWll provide overollfield supervision ond crew monogement.

Doily Monogemenl
Doily monogemenl will consist of, but not be limited to:
. Emoil nolificotion complete with locqlion, crew, equipmenl type, ond work descriplion . Supervise crew personnel lo insure proper pruning stqndords ore lollowed in o sqfe monner Troffic conlrol setup ond moinlenonce of work zone
Ensure work oreo is left free of debris oi lhe end of shift Moinloin record of work completed eoch doy
Mointoin good public relotions ot olllimes
Provide immediote notificolion lo Agency lnspector upon domoge of personolpropefi includlng o plon for corrective meosures lo toke ploce within 48 hours Weekly Monogemenl
o Weekly monogementwillconsisl of, bul is nol limiled io:
o Weekly lnspection of work completed
. Meel with the Agency to revlewwork schedule ond progress r lnsure stondords of pruning ore performed in occordonce with Agency specificolions o Mointcrin open communicolion
a
a
a
a
a
...)
17 West Coast Arboriak, Inc,
Scheduling of Work
The Areo Monoger is responsible for scheduling work which sholl conform to the Agency's schedule of performonce. We
recommend equoldislribulion of work throughoul the course of lhe fiscolyeor. Nolificotions will be provided lo residenls prior to lhe stort of pruning operotions in soid oreo. All work will be performed in o cooperotive mqnner os to couse lhe leosi qmount of inlerference or inconvenience.

Public Notificolion
Upon Agency stoff opprovol. WCA will post o door honger notice prior lo commencement of grid pruning (within 24-48hovrsl. Afler lree plonlings, door hongers will be provided lo residents instruciing lhem on lhe proper core for iheir newly plonted lree. For more comprehensive outreoch we cqn olso submil o press releose for speciol projects or rouline moinlenonce. The Agency moy modify lhe procedures ond mqleriols to which we nolify residenls.

Communicolion Syslems
Our use of modern ond relioble communicolion systems offecl our doily job performonce by increosing our efficiency. Monqgemenl ond Field Personnel utilize smorl phones os both novigotionolond communicqlion devices in the field. Smort phones hove proven lo be o convenienf melhod to inpul dolo os reloted to lree inventories, doily work records, timesheets, pholos, ond billing informolion; eliminoting the need to hondwrile dolo qnd improving customer service by minimizing response time.

Permits ond Licensing
WCA willprocure o City Business License os necessqry ond ony "no-fee" permits prior to commencement of work. Permils {i.e., encroochment, lroffic conlrol, etc.) requiring fees will be chorged bock lo lhe Agency.

Righi-of-Woy
Allwork will be performed in the public righl-oFwoy. Employees will not uiilize privote property for eoling, breoks or ony other reoson or use woter or electricity from such properly without prior writien permission of owner.

Cooperolion ond Collolerol Work
WCA will give righl 1o operole within the project lo the Agency workers ond/other conlroclors, utility compqnies, streel sweepers, ond others os needed in o cooperotive effort to minimize interference in doily operolions.

Projecl Site Mointenonce
Work site will be lefl free of debris ol ihe end of eoch workdoy. We will nol dischorge smoke, dust" or ony other oir contoinments in quontities thol violote the regulotions of ony legolly constituted oulhorily.

IB
\A€^S*.

West Coast Arborists, lnc.
@
a
@
Workflow Tirrelines

GRID PRUNING FTOWCHART
REMOVAL TI-OWCHARl
rI A NTI I.'G f I O\t/L: IIARI (V/illrirr I 5-dr:y Ccrrrpleliorr) I r.,rLf, i, rt{(.'r il ( rv'J(, ill!H I i\!ilhirr l-3 ltottr Pesponse I 24 hcvr Conrplelicrr) Ft Aill rtEALTti ( Atlb FtouJCliARi
{\'/illrin,ir) d(1 )' Corrrl,lc-tic: rr )
(li/iilrin I 5-r:lo;' (,lr,r rrpl, li:-rrr)
Crew peilotmt work loremon porir
publlc nollcct
Ctl clotd wotk ordd:

Ellllng D.potlmenl
prapoer lnvolce
fqmon completcl
work ordor t lnvenlory;
lhon rubmllr lo ofic!
CSR creote! o work qder t
glver lo Areo Monoget
work requetl recelved
ftom Curlomet
Areo Monoger rchodulct lhe
woft & lnformr lhe Agcncy
Wok ordcr lr glvcn
lo lhc lorcmon
Craw patldmr wort ddar I hvanlorf
Arco iltono ge? !chodulo,
wotk. lnlmr thc Agcncy I
ghct woft ordqr to ioramon
c3tcb|nur!ftordr:
illrlOepor{nmt grgrrrlwCcr
Wotk roquetl
recelved lrom Cutlomd
CSR cresla, wo.k ordet e
conlock USA.18 hourt ln
odvoncc ol wqk
Cuslomor motkr treot tor
USA i nollllor resldenl
Wo.k ordor lt glvon
lo lhc Arco Monogct
Work roquorl recelYed
lrom Cu!lomd
cr.rr p.llqmr wo{t
fhorE A.acaa
dochcngcr
CSR glvo: wort ords lo
Areo Monqgd lo tchedulc
work & lnlom the Agency
Cglclol.|u!l&dd.c ler' D.pdll'tatil
grrpcrrhvolcr wort ordaa l hvantorl
It[nh.[nrln
lfrgO.poaDltl
incfialf prporhdcr
CSR preporer work
order & orderr hm(t) lrom
Nuttery Monoger
Work otds lt llvcn
to lfio totamon
Crcr t.n6 nolnco[on I
Fhol'or lo Agcncy I tuprwbs
thot wdt b cony'rla
ll opp[cabb, srr
r.lumtodtrn I'datlo
complcto wslc
Emsgency requerl recelved
lrom Curlomer
C,ew porfotm3 nocoslory
wort lo anlura totgly
c]ll cbr.'to.toadf
lllngolF tn il
FlP{(trlallha
supwltor ctoolor
work ordar & rond:
lo fdemon
toLl'tcrcomC.l.r
wqtdd.tllll}ldoi,l
lidrlumrln
On-Coll Supervllot
dl!polcher Emsgoncy C.ew
work requetl rRelved
ftom culloms
cSR creolor o wdk dder &
glvcr lo Aroo Monoget
PHC AdvlFr/ApDfcait palaruwaf
?HC Advlrd/AFlcatll poilt
publc notlcct
(or ncdrdl
?llc Adrrto./Aeolcolot
conPlrllr rutordarl
Irw.rdorytlhart ttttth
c3f cb|.|srl(orda?fr D.d.prlF!|lh*.

Areo ,tionogot tchodulor lho
work & ln omt th. Clty
lryon( o?d.r lt ghcn I'o lha
PHC Advlror/Applbolot
t9
\AC&
West Coast Arborists, lnc.

Emergency Conlocis
cnc€ (!) per week
dirring cool
mcntsq
r;lrdD(rP (tr il(Jlu!i
Llt*:C,rl-,_.,
lwico (1. ffr !,.eFi:
tJri13 Ba,n
.rc1l nq
x
',4V,
O! !., L, j Jl Jn(J
et,rr'tJl.t'rl'
rr(rtr',1 lhr. V \1t,,
lr.r,llrtor rilr,'(l,
ttl.rt:r'rl .'ri\lrt)rt
tlr,'lrr rServrcgs Provrded By.
w(-{CatAbdic: l€ AoOt VbgrrtxrI ,\dF.r(,A9r2o.c \. 800.5a.:m4 866.546.2369
Leove o messoge, if you do nol
receive o collbock within l0 minutes.
collthe following conlocfs in order:
:-l;il'r:.i.,... I .FOfemOn
7t4.920-l300
,l{':.," ..i.'.!r,r lr:. FOfgmOn
714.713.0247
i r; .':, ';i. j J:,rr , SUpefViSOf
714.412.2543
714.681 .3428
I i: i:) confirmotiOn from on-cOll
Monoger, you con emoil mulliple
locotions lo:

[email protected]
Normql Business Hours
714.991-1900
{a
' )...

TREE CARE PROFESSIONALS
Safling lhe GoId Slondord
20 \ACAfr
WeBt Coa6t Arborists, lno.

Qucrlity Control
Feedbock
WCA regutorly receives ond trqcks feedbock from cuslomers ond residenls os o meons lo ocknowledge good performonce ond provide prompi resolulion for ony negotive commenls.

Every monlh, o summory of lhe feedbock is lhen reviewed by the monogemenl leom' Customer Service Deporlmenl
As we work wilh, or neor, the public,
we ore mindful lhol we will most likely
be the firsi person the public conlocls.

We hqve o full-time Cuslomer Service
Deportmenl with eoch Customer
Service Represenlofive (CSR| troined
in oddressing concerned residents
ond byslonders.
r-r--,rG*$g. -'
b.16.d.&idtsr' Bkkh nt.*
r!rss-i!4r*r'..(*et,**rh r,.rF{lt-F.*r'-*'q
.s* dtlbbr-' -{b-r*l*-.H.lld
H
;.;I;5;;+;t iiiJq;arr*d'r--i-'d b'-e;tb'
Y-hdt-.Fxb F'
ta!@E
{I,.,,, f SnNra Ct"trRtrn
a a
Comploints & Domoge
Resolulion
Should there be ony property
domoge, we odhere lo specific
procedures to resolve the problem.

The Foremqn on ihe job sile will notify
ihe resident ond the lnspeclor immediotely.
lf the resident is not ol home, lhen we will leove o WCA cord with inslruclions to coll our Cloims Coordinotor in our corporole office. The ullimote gool of eoch work sile is to leove the property in the some condition os before we entered it. We willnotifu the Agency Representotive immediotely upon domoge of privote properly including plons for coneciive meosures lo loke ploce Wthin 48 hours.

Any octivities found by the Agency to be unocceptoble will be reclified immediolely. All olher comploinls will be oboled or resolved wilhin twenty-four (24) hours of the occurrence. We hove leoms specificolly ossigned for hondling domoge to properiles, bolh privole ond public' Through our communicotion syslem, we hove the obiliiy to dispotch either of lhese leoms ond hove lhem respond immediolely lo the sile for proper repoir.

We pride ourselves on professionolworkmqnship to ovoid lhese types of incidents, however, should one occur, we toke oll oppropriote meosures to resolve lhe motter in o limely ond efficient monner.

Prolection of Public ond Privole Property
WCA will provide oll sofety meosures necessory lo protect lhe public ond worker within lhe work oreo. We will mqintoin good public relolions of olllimes. The work will be conducied in o monner which willcouse lhe leost disturbonce.
21 \ACAtr
West Coast Arborists, lnc.

Sof ety & Trcrir-rirrg
Sofely Progrom
Sofely stondqrds ore lop priorily ol West Coost Arborisls, lnc. Our line of work demonds thot oll work is performed in o monner thot provides ihe moximum sofety to the generol public os well os our employees. Our crews ore instructed lo follow lhe sofety stondords of ANSI 2133.1 os well os CoI-OSHA requiremenls. We hove one of the most extensive sofety lroining progroms in the induslry. We provide our employees wiih slote-of -the-ort lroining tools ond insiructionol sessions compony wide. Our insuronce corriers ond CoI-OSHA hqve recognized us repeoledly for oulstonding sofety koining efforts.

We hove q full time Scfeiy & Troining Monoger, Done Jensen, thot is professionolly lroined in the field of horlicullure. As WCA's Troining Monoger, Done is responsible for stoying up-to-doie on oll iree-reloied industry stondords os reloied lo sofety ond the wellness of our employees ond lhe public in which we serve. Troining moteriols ore regulorly reviewed ond updoted lo ensure WCA employees receive the proper educolion, inslruciion ond hqnds on experience needed to perform their doy to doy oclivilies sofely ond eflicienlly. Troining lopics include o full-circle from proper pruning iechniques, orboricullure, lo cuslomer service ond everylhing in belween. . ISA Ceriified Ulility & MunicipolArborisi #WE-l20t4A
. ISA Skills Test Evoluolor-TW Climber
. TCIA Certified Treecore Sofety Professionol #3303
. ISA Tree Risk Assessmenl Quolificotion #E4068
. Americon Heort Associoiion BLS ond Firsl Aid lnstruclor ( )trt' litt ttl tttt'k tlant,rrtrl.s
I hrrl Ltl I rrttt'k i:; 1tt't'fitrtrtc'tl
i tt tt Dt(ulnL' t' t ltLrl 1tt'0t'itlc.t
I ltc' rrrrtti rrttt rlt .\(li'l.r' lo I lrc
!c'ttt't'ttl lttrhl it' tr,t trt l I <t.t
( ) I I I' L' t 1 I I t I ( ).1'L' ('.\
Public Convenience ond Sofely
WCA will comply with ony ond oll locql sound control ond noise level rules, regulolions, ond ordinonces which opply to ony work performed in the controcted oreo. Allwork willceose by 5:00 pm or os directed by the Agency (excluding emergency services). 22 \ncAL&'
West Goast Arborists, lnc.

Enr;rloyee ltoinirrg Progrotrr
West Coost Arborists, lnc. piovides on extensive in-house troining curriculum for oll employees io brooden their knowledge of the orboriculture field ol study. lncluded in this lroining ore lhe ISA slondords, both Treeworker ond Arborist study progroms, ond o voriety of Tree Core lndustry Associotion home study progroms. We olso offer troining courses to our sloff in oreos of customer service sotisfoclion, moinloining professionolconduci. ond Quolified Line Cleoronce Trimmer Troining.
!..;-
Troffic Control
Troffic conirol procedures will be set-up in occordonce with the Work Areo Troffic Control Hondbook (WATCH) ond Slote of Colifornic Monual of Troffic Conlrols os well os the Agency Troffic ond Sofety Operoling Rules. WCA will moke odequote provisions 1o insure the normolflow of iroffic over lhe public streets ond pork roods. Every effort will be mode lo keep commerciol drivewoys ond possogewoys open to the public during business hours. High visibility orrowboord(s) will be used when needed. Prior lo use, lhe Agency willcpprove troffic sofety equipmenl ond devices. Pedestrion ond vehiculor troffic shollbe ollowed to poss through the work oreos only under conditions of sofety ond with os little inconvenience ond deloy os possible' Unless lhe work oreo is tololly bonicoded or olherwise kepl sofe, of leost one worker will serve to coordinote sofe operolions on the ground ol oll limes when 8lf tn R0l0$ $AUt tl[[$ work operotions ore in progress.

H'C',4 is derlit:tttetl lo
lrc,oltlt tnttl su.fbt.v lbt
I t' e c:s, €t t t p I 0.t' t' € s,
attd t ltc' cotttttttttt i11'.

Our Troining ond Sofety teom members ore tosked wilh
completing field evoluotions o{ crews ond members ore onsiie lo cooch ond troin employees on sofe proclices.

Employees receive performonce evoluotions of 90 doys, 6 months, then onnuolly {or os-needed} ofter their firsl yeor. All employees ore provided copies of WCA's lnjury & lllness Prevention Progrom.

I
Setting the Gold Slondord
23 Vvo€ir
West Coast Aiborists, lnc.
i

TECHNOLOGY & INFORMATION MANAGEMENT
?- ArborAccess
AI{-B_O_B- Our tree monogemeni progrom sets us oport from '1 c c r 5 5 other componies. With neorly 2,000 oclive users, ArborAccess ond our mobile opp will help you eosily
monoge your urbon forest wiih eose ond
convenience. Tree sile ollribules include locolion
(ulilizing GPS coordinoles), species type, ond
porkwoy size. Feotures ollow you to view ond edil
work history records ond creote work orders directly
from lhe field, qllfrom our secure cloud.

The informotion contoined in ArborAccess is live
doto thot con olso be linked directly to o GIS
progrom, such os ArcView, for geo-coding purposes
qnd con ossist your Agency in meeting GASB34
requirements. ArborAccess provides on unlimited
resource of informolion regording your urbon foresl.

Softwore Troining
Our lT Deportmenl is bosed out of our corporole office in Anoheim, CA wfih regionoloffices locoled throughout Colifornio ond Arizono. Eoch office hos lhe obility lo provide softwore troining to our cusiomers. We ore olso ovoiloble lo provide troining sessions on-sile of the cuslomer's discretion. On-site troining is proven to be effeclive os it provides o guided fhsthond experience.

We offer periodic lree mointenqnce ond monogemenl workshops eoch yeor.

These free workshops ore provided lo our cuslomers regionolly ond educote over 250 people onnuolly. They hove proven to be o greot roundtoble ond nelworking opporiunily for the different ogencies in otlendonce. Presentotions ore provided by WCA monogement sloff ond complimented with guest speokers in lhe industry.

Cerlilied Arborists ond Tree Workers who qitend ore eligible to receive conlinuing educqtion credils (CEU's) from the lnternotionolSociety of Arboricullure.

The success of ony urbon foresl progrom depends on the proper monogement of informqtion. Unlimited telephone ond/or emoil support is ovoiloble lo onswer technicolqueslions ond oid stqff in the use of the soflwore system. Sollwore troining ond support is included in the cost ossocioled wilh the inventory dolo colleclion.
[isl Trocking System
The List Trocking Report in ArborAccess is o useful lool in the monogement of incoming work. This report ollows both porlies to trock specific jobs os lhey ore ordered by the Agency. Proper use of this system enobles the Agency ond WCA to trock the complelion of work thot is ordered.
'trol*rti ;9
n;?r,
Wesl Coosl
Arborists hos
completed
GPS hee
invenlories
Eose of use
Creote work ordels
View lree site deioils
View work hislory
View invoices
Mobile opp
Live doto
clS/GPS mopping
24 \ACAfttr
West Goast Arborists, lnc.

Billing
WCA, lnc. operoles o modern invoicing system thot is updoled on o doily bosis. Progress billings willbe submitted to the Cusiomers on o bi-weekly bosis, unless otherwise requesled. lnvoices will reflect on omounl complete for the billing period, olong wiih o yeor-lo-dote lotol for thot job.

Eoch billing willinclude o listing of completed work by oddress, tree species, work performed ond oppropriote doto occeplqble to the customer. This informotion will be supplied in hordcopy ond immediotely occessible on ArborAccess. Job bolonces reflecting the percenl of completion for eoch job con be viewed on ArborAccess.

Somple Monogenretrl Tools:

Deloiled Tree Sile Clrotocterisiics
The odvonced lechnology provides
o voluoble lool to urbon foreslry
professionols by disploying specific
tree site informotion olong with o
represenlotive phologroph of the
species lype ond o recommended
moinlenonce field. ArborAccess'
buil't-in quolity control feolures ossist
in dqto occurocy. As mointenonce
is performed, the work history is
updoled ond occomponied wilh
bi-weekly invoices. This process
eliminotes the need for duqlinpulting ond helps keep lhe lree inventory cunenl ond occurote.

Moinlenonce Records
Accurole mointenonce records for eoch locotion ofientimes con ossisi lhe Agency with liobility cloims. Mointoining o detoiled history of the work performed of eoch locoiion demonstroles good foith in preserving its urbon foresl. ll is imperotive thol work requests ore pulled Jrom the system prior to lhe work being performed, otherwise inventory occurocy is not guoronteed.

Seftfng lhe Gold Sfondord
25 \Apttu West Coast Arborlsts, lnc.

Sorn;:le: Species Frequerrcy Reporl
The Species Frequency report con ossisl your
Agency in ideniifying the lree poputolion within
the urbon foresl, This type of informolion is voluoble
in the eveni of on insect infestotion, deodly
diseose, or even estimoting future moinlenonce
cosis. ln oddition, on onolysis con be performed to
evoluole the history of ihe performonce of o
porticulor species within your Agency.
(h-r.,5 lrgr rif,:'1 .:r IHlllESE ELrl
LlilEr 5U(trlli''rdra3 ^llRT!"E
,aC3rsndr P r''ta;ll:i',i ,,cL:d?lHL'.,t
['.ln,tlql'rlt:ri]':trtDl',:'!.1 [AP.'.HBF TTEE
Pinrri it[3i|EnS!
5{l t'1us ief Pbltcl.lxlids
IHT'LL,J O,AX .L-_ _.-.-_
CllFsltrFrr! rn rIrr dt clr aJ : r-ARR':rTlVD C,rJ
L:plculenrn y-cfcrtu:

Oths
Iolll Trdr
sstilifral
l.rlilr't,+ qr diiJinrlr i
{orilrDDn lotsl
d^Gh{|ltt 4,15f
:r,d5?
--- '- -.;
J,416 |
l,+.11
r,i29
r.r:Il
gl5
BF,llE*uE &-11{
ETHER
63E
:l
114.:lN
33,41t
Deluiled Reporling Oplions
lnvenlory
Vlew lnvolces
Job Bqlonces
Work Hislory
Wolk Type by Dislricl
DBH Frequency
Distdcl Frequency
Specles Frequency {somple obove)
AllTees ot qn Address
Green Wosle Heighl Frequeney Eslimoled lree Volue
WCA helps agencie,s
understand and ;,
manage their canory
by sharing irnentories,
iruight, and data.

Setting lhe Gold Slondord
26 West
\Acatr'e
Coast Arborlsts, lnc.

EQUIPMENT LIST
Eq uiprl ent
Our modern fleet undergoes doily inspection prior to
use io ensure efficiency ond sofely. Allequipmenl is
routinely serviced, pqinted, ond detoiled. All
equipment used during the durotion of this project
willmeet slole ond federol sofely requiremenls ond
hove oll up-to-dote cerlificofions, os required.

CHP Bienniol lnspeclion of Termincl
Ceriificolion
We hove successfully been oworded the CHP
Bienniol lnspeciion Aword of Recognition. This
inspection hos ossisted our compony in instiluting
severol sofety progroms, os well os our Prevenlolive
Mointenonce Progrom utilized by our in-house fleel
deportmeni. The inspeclion reviews our vehicle
moinlenonce ond repoir records, our procedurol
methods ond policies for vehicle mointenonce ond
operotions. This certificolion ensures thot our vehicles operote sofely.

Pick Up Trucks
Aeriol Lifl Devices
95ft AeriolDeviceo
Dunrp Trucks
Flot Beds
Field Service Trucks
Arrowboords
ATVs
SlumpGinders
Looders
Rubber Trock Looder
Rool Pruners
Rolloff Trucks
SowMill
Log Skidder
Bock Hoes
&ush Chigpers
Crones
Toyoto Prius
Toyoto Yoris
Ford CMAX
30t
350
IE
xu
a5
32tt
u
3l
?b
I
2 5a
3 a
I
t5t
6 0
t
4 ,'.,?
Telenrotics (GPS)
WCA hos portnered with Geo-Tob lo provide GPS units on ollvehicles ond equipmenl. This investment hos given us ond our cuslomers the following benefits:
. Provide fosler response times ond more efficient rouling ollowing us to service more customers r Lower operotionol costs by optimizing our fleel size, reducing lobor, overtime, cnd insuronce, ond minimilng cosily vehicle repoirs
. Decreose fueluse by moniloring fleet fuel
economy ond soving on unnecessory fuel
expendilures
r Reduce emissions by helping drivers improve their
hobits such os speed ond idle time, ond reducing
lotol miles driven which will significonlly reduce
hormful greenhouse gos emissions
. lmprove dispotching with londmorks ond driving
directions, GPS units helps us 1o better dispolch so
lhol we con service more customers, foster
o Recover stolen vehicles reducing liobility costs
which con be possed on to customers
6SMP - ffiOf fU[tRtON
6 E
Ego
E
rEt
F
t
t
+
I
*
i
A
bJ
o
H
32IJOSE AGUSTH qRRITLO
Date: 2/?{120r7 - 0:rZ Sl
Staturi onv!rg
5pRd:0
l70r-17{3 fdlleton Ge* o'
a
G t2831
USA
Equipmenl [isl Summory
I **ti*
lulodern fleet
cor-rsisling of
pieces of
equipmenl
Seffing lhe Gold Sfondord
27 \2\PlS,i'
West Coast Arborists, lnc.
iii i': i rlj... I , i'l i rri \..'r;i,:t j.r\.j ,-_r
We currently hove more thon 1,600 pieces of foirly new equipmeni thot enobles us to reploce equipmenl immediotely should there be ony unforeseen mechonicol problems. we employ over 50 full-time mechqnics thol perform on in-house fleel rnointenonce progrom. This ollows our equipmenl lo be in good operoting condition necessory for cccomplishing the City's needs. Our mechonics generolly work on one porliculcr line of equipment, ond by keeping our equipment os uniform os possible our mechonics reclly gei to know ihe equipment inside ond out minimizing down lime. Equipment is ossigned to different crews ond if the crew is shored wilh onolher coniroct ihe equipmenl wiil be os well.
itl,.','l;:T,:':; I
.,,, | ,, ,,,. I it,i.jr-i:.r-l,rl
All WCA equipment goes through our Preventotive Mointenonce progrom. From our solor powered orrow boords, io our Freightliner Roll off trucks. Our mechonics generolly work on one porticulor line of equipment, ond by keeping our equipment os uniform os possible our mechonics reolly get lo know lhe equipment inside ond out minimizing down lime. l' {ir ; i';11./r i ij_1,,
Over the losl few yeors, we hove invested heovily in new equipmenl to keep our fleel modern, comply with stote requiremenfs, meet demond, ond reduce our effects on ihe environmenl. we understond with o fleet os lcrge os ours ihot we ore responsible for lhe omounl of emissions our vehicles produce ond oclively moke on effort io monitor ond reduce our corbon foolprlnl.

Through our ability to
dedicate specirtc
pieces of equipment for
this project, we believe
it will lead to a
successfitl program.
5elfing the Gold Slcrndord
28 West
rncaw
Coast Arborists. lnc.

COMMUNITY & ENVIRONMENT
Wildlife Proteclion
We hove o full-lime Biotogist, Lisseiie Rios, on
sloff whose responsibililies include wriling
reporis, pre-work bird ossessments, ond lroining
crews on currenl bird nesting lows os well os
BMPs for tree mointenonce. The protection of
birds, especiolly during nesting seoson, is crilicol
to providing responsible tree moinlenonce ond
her experience, troining ond skilled eye hove
proven lo be o greol osset to our teom. Our
sofety ond lroining deportment hos commilled
to working wilh wildlife preservotion qssociolions
ond ployed o key role in lhe estoblishmenl of
the Tree Core for Birds ond Other Wildlife BMp
lhot is used in the tree core industry.

Green Wosle
WCA's commilment to be o sociolly responsible corporote porlner lo our customers ond communities is exemplified in our Recycling Progrom. With lhe steodily increosing concern for lhe ecologicol heolth of our communities, WCA hos emborked on o londfill diversion process where ollmoleriol is loken to recycling focililies where il is used in the produclion of soilomendments. We ore commilted to toking ollrecycloble moteriols removed from the trees trimmed for the duroiion of this project lo o recycling center for processing. Verificotion oJ omounls recycled will be obtoined ond reported by WCA vio ArborAccess for the purpose of meeting the gools of the Slole for reducing londfill usoge.

MUTCH is mode from coorse ground bronches ond leoves. lt should be spreod on the ground oi o rote of six 1o twelve inches for best effect, Fresh mulch willdeplete nitrogen from the surfoce ol lhe soilwhich willreduce unwonted weeds. Once the mulch hos decoyed, il returns nitrogen which helps build the quolity of soilfor plonts, A lorge omouni of tree debris is processed by WCA ond used in lorge scole mulching projecis for esloblishing notive plonls in open spoce oreos.

COMPOST is mode from fine ground bronches, leoves or other orgonic moteriol. When mixed with oxygen ond woler, the orgonic moteriol will decoy or "composl." A finished composl is excellenl for turning inlo lhe lop loyer of soilond willodd nilrogen ond increose the woter holding copocity of soil. You cqn moke composl ot home in o pile in your ycrd or in o bin lhqi you moke or purchose. Lorge sc<rle composting is done of regionol recycling focilities.

FIREWOOD is troditionolly the most common use of lorge bronches ond logs. Firewood is used lo heol homes during winler months. WCA tokes logs to our yord, ond these ore then chopped into usoble firewood.
.., . Jl:
:._ i::',.::r .{l -::?;i::&
Setfing the Gold Slondord
29 ffi
Arbor Doy Advocotes
WCA porticipoles in over
.l00 Arbor Doy ond other comrnunily events onnuolly by providing educolionol presenlotions. tree plontings ond sponsorships. As o communily porlner, we underslond the imporlonce of leoching youih obout the benefits of trees not only to better our environment but to ensure our urbon foresis ore mointoined for yeors ro come.

Communily lnvolvement
wCA porticipotes in Arbor Doy ond other communily evenis onnuolly by providing educolionol presentotions. tree plonlings ond sponsorships. As o communily portner, we understond the importonce of leoching youlh oboul the benefits of lrees not oniy to beiler our environment bul lo ensure our urbon foresls ore mointoined for yeors lo come. WCA hos o designoled ,,Gronts Teom" to work with agencies to obtoin gronts for lree plonting ond growing the urbon forest. l' Lrrl r rc't'i n v tr i t I t t I t . 1t.i :otttr
St t,rt,t i ttit lt i I i h', I I I it t t rce I o
('//g(/,\'c' K- ! I t'tltt+'ttlttt'.t itt
r t t' ht r t r lit t't :; I r-t'.

Community Compoigns
wcA hos portnered wilh lnvesl From the Ground up ond lhe wesfern Chapter lnternalionol Socieiy of Arboriculture to plonl lrees ocross Colifornio under their newesi initiolive - Cool porks. with o generous gronl from cAL FIRE, the Cool Porks teom is working olongside portner cities ond nonprofi'ts to bring 2500lrees lo Colilornio's disodvontoged ond low-income communilies, orgonize o CA Tree Teqm workshop, ond engoge residenls to leorn ond core oboul the lrees in lheir city, Prior to lhe "Cool Porks" compoign, WCA porticipoted in the CIRCLE (Colifornio lnitiotive to Reduce Corbon ond Limit Emissions) compoign since iis lounch in Oclober of 2016. Eoch round of lree ploniing events hos provided thousonds of trees to communities ocross colifornio. The trees plonted hove the potentiorto sequester millions of pounds of coz.

These evenls ore voluoble lo Colifornio communities by generoting thousonds of volunleers, improving oir quolily, ond educoling the locolcommuniiy obout proper tree plonling lechniques.

Togeiher, we con grow the urbon forest for o more sustoinqble future.

ISfiffiffi f;Hr rrgrt*Tr
\A€aah
West Coast Arborists. lnc.

INSURANCE
---"-
,^t(:()Ri>t CERTIFICATE OF LIABILITY INSURANCE
JE
E
I
g
g
o
11 6
0 -
I
g
t
t
E
CEBIIFICAIE HOLDER cAilcEttAToil
THHi GEn1IFICTIE IS ISSU
C€FT]FICATE DOES IIOT TFFIRilANVELV OH NEGAIWELY IIIE}IO. ETTEI{D OR ALIER THE COI'EHAGE AFFORDED BY THE POUCIES EELOW. THIS CERnF€A'E oF ttlsunrxcE DoEs ilor coflsrTruTE a coiltRAcr BEtwEEx rHE tssurNc lNsuf,Eqs), iurHonmo BEPFESENIITTVE 08 PRODUCER, A}IDTHE CEFTIFICAT€ HOLD€R
nFeH tadl: lt m oemlcrte noHer l! tnAoDl su8FocAnoil tS WANED, ttlbFcr m !r rrms.nd condntont'ot rti polirin {i*rtdn polhba ruy r€qure rn sndoruenxnt a srilemnr on ihtE oenHlcls 006 not conlel ngh$ m tr e dicrl€ holder h lhu ol such sndor$nEnr{sl {406) t!r-r!72 (yJo) l,,t-cro!
lon Rist lnsurtnce Satrice3 htst, Inc.

Los Ano€le3 cA offiEe to? filghire Eoule!rrd Suite 2600 Los AngEles CA gOOl?-OtGo USA

PR(N'EB
rasungfl 3r AFFof, tl{c COTErGE il lcI
llqnERt Strrr I'dennltv & Lirbilitv c60ey It3tt
lgIEBg: starr Speclelty Insurece Corplny t6lo9
li*nc:
lltD3f,O:
lllr*9 E:

Arborists, Inc.

Eurton
92806 UiC
rgEo
Xest COaSt
2roo e via Anai€ir CA
IITNEf, F:

TYFE OF loucYttnEF t3rt
E CtDCdJrffrCE ta,000.o(X
F!ilgtiFrtr,Fml tl.000, ooc
IfD E( P (^ry ffi prw! t5, o0(
FEFso{|I r,ilf,, firrJtlY
GOCR ttf6ffG r€
FIlCdlgIs- coap,ePA6c
t2.000,o0( ---rr3Rr.m
14-ooo.oo(
cL *s.nrDr. I?lcccus
I G$,€ruUlll.ITY

FOUCT' LOC
OrrCRl
lwlggttgtl
srP eppliei per policy t€r rr & cordi 10n3
cotE tiD srrit E utfr l? . ooo. oo(
9CC|"Y .lUnY( F*Dffil
gQgAY I.ITBY lqr rdlltrl t
I
('r$liD
lulot G\r-Y
HFf: TLTO:

NY cll.
x ll,lYAUIO
lnlotEEtE tUStUTY rqror96r9t2tr otfavzozl 07tot/2o2.

NH OC{I'FFIIEf
gccssul8
co:Jn
cLal S N,at€ rccFfcali
x | *H srarurr I lPIl.
[ [ 6g{tcootl{T lt,000, oo0
E.L. DLiEASE El EIFI,llEi f1, o0o, oot
a
A
lY/n5F6ETBt*BrSF. dEin,i 8i lc;(uilin atll:ro: lbfi6lS
f r &;i. rd' lIEanttIf, tr attMnr&i *E
ffitotSElllmxao cnolEnsrll8[.nY Y,' i
E lrr
)3rlar5 cs9 cJ\
tlor!'rs Cffiq la
rtrurJd6
too@oi:29 DTlOr/2O21 07 /o11202.
:.L OFFA.{ POIEYLIIT tL - ooo.

S<hrilL.itti. ftHilDDse
!!qft rrr c Ir agwE EscFt.to rq'loEs E clcal^Go tgm rf Errnlln Br5 ruEREoF, loTE€ rtr sc o€rIyEFCo x tooof,orrct fitx If, trfl.ElPmVB{l}lS.
.M, %.fn oo,o 9,,*,, %'-f,^
Loilmfls
He3t corst Arborists. Inc
2Z0O E. V'ia lurton
Anahcir Cq 91806 UgA
ACOFD 25(2016,m)
,4t08&2015 ACORD @RPORAT|O}|. All righta re*ned,
The ACORO nime nnd logo are GgisteGd marl(s of ACORD
3l
City of Carpinteria - Request for Proposals
Tree Trimming and Maintenance Services

REQUIRED FORMS FOR SUBMITTAL

Page 30 ends
← All documents from this meeting