Agenda packet — Lake Elsinore City Council, June 23, 2026 (part 3 of 5)

8. Contractor’s Books and Records.
a. Contractor shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Contractor to this Agreement.
b. Contractor shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Contractor’s address indicated for receipt of notices in this Agreement.
d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Contractor’s business, City may, by written request by any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Contractor, Contractor’s representatives, or Contractor’s successor-in-interest.

9. Independent Contractor.
a. Contractor is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Contractor shall at all times be under Contractor’s exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Contractor or any of Contractor’s officers, employees, or agents, except as set forth in this Agreement. Contractor 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 the City. Contractor shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary and except for the fees paid to Contractor as provided in the Agreement, Contractor and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

10. PERS Eligibility Indemnification. In the event that Contractor or any employee, agent, or subcontractor of Contractor providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Contractor shall

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indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

11. Interests of Contractor. Contractor (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Contractor’s services hereunder. Contractor further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.

Contractor is not a designated employee within the meaning of the Political Reform Act because Contractor:
a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)

12. Professional Ability of Contractor. City has relied upon the professional training and ability of Contractor to perform the services hereunder as a material inducement to enter into this Agreement. Contractor shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Contractor under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Contractor’s field of expertise.

13. Compliance with Laws.
a. Contractor shall comply with all local, state and federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Contractor and/or its employees, officers, or board members.
b. Contractor represents that it has obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license.

14. Licenses. Contractor represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Contractor to practice its profession. Contractor represents and warrants to City that Contractor shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Contractor to practice its profession. Contractor shall maintain a City of Lake Elsinore business license.

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15. Indemnity. Contractor shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Contractor or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Contractor shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Contractor or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Contractor to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Contractor from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Contractor acknowledges and agrees to the provisions of this Section and that it is a material element of consideration.

16. Insurance Requirements.
a. Insurance. Contractor, at Contractor’s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager, the following insurance policies.
i. Workers’ Compensation Coverage. Contractor shall maintain Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Contractor shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Contractor for City. In the event that Contractor is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California, Contractor shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney.
ii. General Liability Coverage. Contractor shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404

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covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage.
iii. Automobile Liability Coverage. Contractor shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Contractor arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.

Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage.
iv. Professional Liability Coverage. Contractor shall maintain professional errors and omissions liability insurance appropriate for Contractor’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Contractor’s services under this Agreement, whether such services are provided by the Contractor or by its employees, subcontractors, or sub Contractors. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed with the following specific language:
i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection offered by all policies, except for Workers’ Compensation, shall bear an endorsement whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent contractors, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages.
ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.

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vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.
c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Contractor shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Contractor shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein.

Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement.

17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.

If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to: City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530
If to Contractor: Service First Commercial Pool Systems Attn: Frank Vandenberg
2510 N. Grand Ave.

Santa Ana, CA 92705

18. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Contractor and the subcontractors listed in Exhibit B. Contractor shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Contractor under this Agreement will be permitted only with the express consent of the City. Contractor shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Contractor shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law.

19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement.

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20. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees.

21. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation.

22. Prohibited Interests. Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contractor, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

23. Equal Opportunity Employment. Contractor represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.

24. Prevailing Wages. Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects.

Contractor agrees to fully comply with all applicable federal and state labor laws (including, without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Contractor shall bear all risks of payment or non-payment of prevailing wages under California law, and Contractor hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement.

25. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.

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26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside.

27. Authority to Enter Agreement. Contractor has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) nonmonetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.

28. Counterparts. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.

29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Contractor’s Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this Agreement shall take precedence over those contained in the Contractor’s Proposal.

30. Amendments. This Agreement may be modified or amended only by a written document executed by both Contractor and City and approved as to form by the City Attorney. [Signatures on next page]

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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation

City Manager
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney

Assistant City Manager
“CONTRACTOR”
Service First Commercial Pool Systems, a
corporation

By: Frank Vandenberg
Its: President
Attachments: Exhibit A – Contractor’s Proposal
Exhibit B – List of Subcontractors

EXHIBIT B

EXHIBIT A
CONTRACTOR’S PROPOSAL
[ATTACHED]

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REPORT TO CITY COUNCIL
To: Honorable Mayor and Members of the City Council
From: Jason Simpson, City Manager
Prepared by: Rick De Santiago, Public Works Manager
Date: June 23, 2026
Subject: Amendment No. 1 to the Agreement with Knorr Systems, Inc. for Preventative Maintenance Parts and Annual UV Preventative Maintenance Services for the Launch Pointe Splash Pad
Recommendation
Approve and authorize the City Manager to execute Amendment No. 1 to the Contractor Services Agreement with Knorr Systems, Inc. for Preventative Maintenance Parts and Annual UV Preventative Maintenance Services for the Launch Pointe Splash Pad and increase compensation by an additional $4,320.49 for a total amount not to exceed $16,320.49 in such final form as approved by the City Attorney.

Background
The City maintains an ongoing agreement with Knorr Systems, Inc., a specialized provider of aquatic system maintenance, chemical treatment, and UV disinfection services. Knorr Systems currently provides routine and annual maintenance for the Launch Pointe Splash Pad, ensuring compliance with public health standards and reliable operation during peak recreational periods.

Amendment No. 1 with Knorr Systems, Inc.

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To support the continued safe operation of the splash pad’s chemical and UV system, Knorr Systems has proposed adding:
• Preventative maintenance parts box.
• An annual chemical treatment preventative maintenance package. • An annual UV preventative maintenance package.

Discussion
The preventative maintenance parts box and annual maintenance packages provide essential components and services that support:
• Reliable operation of the splash pad’s chemical treatment system. • Proper calibration and monitoring of pH, and flow controls. • Annual servicing of the UV disinfection system, including lamp replacement and sensor cleaning.
• Reduced risk of equipment failure during high-peak periods.

Fiscal Impact
Funds are available in the City’s Fiscal Year 2026-27 Operating Budget.

Attachments
Attachment 1 – Amendment No. 1
Exhibit A – Invoice
Attachment 2 – Original Agreement
AMENDMENT NO. 1

TO AGREEMENT FOR CONTRACTOR SERVICES
Knorr Systems, Inc.

Preventative Maintenance Parts and Annual UV Preventative Maintenance Services at Launch Pointe Splash Pad
This Amendment No. 1 to Agreement for Contractor Services is made and entered into as of 6/23/2026, by and between the City of Lake Elsinore, a municipal corporation (“City), and Knorr Systems, Inc., a Corporation (“Contractor”).

RECITALS
A. The City and Contractor have entered into that certain Agreement for Contractor Services dated as of 6/20/2024, (the “Original Agreement”). Except as otherwise defined herein, all capitalized terms used herein shall have the meanings set forth for such terms in the Original Agreement.

B. The Original Agreement provided for compensation to Contractor in an amount of Twelve Thousand dollars ($12,000).

C. The Original Agreement had a term of commencing July 1, 2024, and ending June 30, 2027, and allows the City to extend the term on a 12-month basis, not to exceed two (2) additional 12-month renewals.

D. The parties now desire to amend the scope of services and increase the payment for such services as set forth in this Amendment No. 1.

NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, City and Contractor agree as follows:

1. Section 1, Scope of Services, of the Original Agreement is hereby amended to add the following:

Contractor shall also perform the services described in Contractor’s 4/29/2026 Proposal (attached to this Amendment No. 1 as Exhibit A-1).

Contractor shall provide such services at the time, place, and in the manner specified in Exhibit A-1, subject to the direction of the City through its staff that it may provide from time to time.

2. Section 2, Compensation, of the Original Agreement is hereby amended to read in its entirety as follows:

Compensation to be paid to Contractor shall be in accordance with the fees set forth in Contractor’s Proposal (referenced collectively as Exhibit A-1 Amendment No. 1), which is attached hereto and incorporated herein by reference. In no event shall Contractor ’s annual compensation exceed Sixteen Thousand Three Hundred Twenty dollars and forty-nine cents ($16,320.49) without additional written authorization from the City Council.

3. Except for the changes specifically set forth herein, all other terms and conditions of the Original Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties have caused this Amendment No. 1 to be executed on the respective dates set forth below.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
“CONTRACTOR”
Knorr Systems, Inc., a Corporation
City Manager
Date:

Rich Robert, Vice President/General
Manager
Date: __
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney

Assistant City Manager
Attachments: Exhibit A-1 – Contractor ’s Proposal
EXHIBIT A-1
CONTRACTOR ’S PROPOSAL
[ATTACHED]

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AGREEMENT FOR CONTRACTOR SERVICES
Knorr Systems, Inc.

Canyon Hills Park, Yarborough Park and Launch Pointe RV Park This Agreement for Contractor Services (the “Agreement”) is made and entered into as of June 20, 2024, by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and Knorr Systems, Inc., a Corporation ("Contractor").

RECITALS
A. The City has determined that it requires the following Contractor services:

Splashpad equipment maintenance at Canyon Hills Park, Yarborough Park and Launch Pointe RV Park.

B. Contractor has submitted to City a proposal, dated June 10, 2024, attached hereto as Exhibit A (“Contractor’s Proposal”) and incorporated herein, to provide contractor services to City pursuant to the terms of this Agreement.

C. Contractor possesses the skill, experience, ability, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein.

D. City desires to retain Contractor to perform the services as provided herein and Contractor desires to provide such contractor services as set forth in this Agreement.

AGREEMENT

1. Scope of Services. Contractor shall perform the services described in Contractor’s Proposal (Exhibit A). Contractor shall provide such services at the time, place, and in the manner specified in Contractor’s Proposal, subject to the direction of the City through its staff that it may provide from time to time.

2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the contractor services to be performed by Contractor is an essential condition of this Agreement. Contractor shall prosecute regularly and diligently the contractor services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Contractor’s Proposal (Exhibit A). b. Performance Schedule. Contractor shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Contractor’s Proposal (Exhibit A). When requested by Contractor, extensions to the time period(s) specified may be approved in writing by the City Manager.
c. Term and Compliance with Task/Work Order System. Unless earlier terminated as provided elsewhere in this Agreement, this Agreement shall continue in full force

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and effect for a period commencing on July 1, 2024 and ending June 30, 2027. The City may, at its sole discretion, extend the term of this Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal terms by giving written notice thereof to Contractor not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager.

Contractor hereby agrees and acknowledges that any and all work or services performed pursuant to this Agreement shall be based upon the issuance of a Task/Work Order by the City. Contractor acknowledges that it is not guaranteed any minimum or specific amount of work or services as all work or services shall be authorized through a Task/Work Order issued by the City.

Notwithstanding any provision of Contractor's Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge.

Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

4. Method of Payment. Contractor shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Contractor’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Contractor provides services. Contractor’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Contractor no later than forty-five (45) days after receipt of the monthly invoice by City staff.

5. Background Checks. At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Contractor’s personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Contractor’s prospective or then current personnel is deemed objectionable, then the City may notify Contractor of the same. Contractor shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker.

6. Suspension or Termination.
a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Contractor at least ten (10) days prior written notice. Upon receipt of such notice, the Contractor shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.

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b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Contractor the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Contractor will submit an invoice to the City, pursuant to Section entitled “Method of Payment” herein.

7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Contractor, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Contractor for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Contractor or to any other party. Contractor shall, at Contractor’s expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole determination of the public’s rights to documents under the Public Records Act, and any thirdparty requests of Contractor shall be immediately referred to City, without any other actions by Contractor.
b. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Contractor or provided to Contractor by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Contractor in connection with the performance of this Agreement shall be held confidential by Contractor. Such materials shall not, without the prior written consent of City, be used by Contractor for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Contractor which is otherwise known to Contractor or is generally known, or has become known, to the related industry shall be deemed confidential. Contractor shall not use City’s name or insignia, photographs relating to project for which Contractor’s services are rendered, or any publicity pertaining to the Contractor’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

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Attn: Rich Robert
2221 S. Standard Ave.

Santa Ana, Ca 92707

19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement.

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30. Amendments. This Agreement may be modified or amended only by a written document executed by both Contractor and City and approved as to form by the City Attorney. [Signatures on next page]

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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
City Manager
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney
Assistant City Manager
“CONTRACTOR”
Knorr Systems, Inc., a Corproration
By: Rich Robert
Its: Vice President/General Manager
Attachments: Exhibit A – Contractor’s Proposal
Exhibit B – List of Subcontractors

EXHIBIT A

EXHIBIT A
CONTRACTOR’S PROPOSAL
[ATTACHED]

EXHIBIT B

LIST OF SUBCONTRACTORS
[ATTACHED]

TREATMENT PACKAGE
Jane Allison
2024-2025 Annual Scheduled Maintenance Agreement
WQA:

Consultant: Brandon Moore
City Of Lake Elsinore
Fax:

Date: 06/13/24
Package #273221
Order Description
Thank you for your continued trust in Knorr Systems for your swimming pool equipment maintenance. Below is our *DIR compliant proposal for scheduled maintenance at Canyon Hills Community Park. Our services are designed to assist your facility maintain system operations and proper water chemistry. Preventing aggressive water, which can deteriorate equipment, will help preserve equipment warranties and life expectancy.

ATTN:

Order Items
Quantity
City Of Lake Elsinore
Chris Erickson
130 S. Main Street
Lake Elsinore, CA 92530
SITE:

Canyon Hills Community Park
Chris Erickson
34360 Canyon Hills Road
Lake Elsinore, CA 92532
Phone: Fax:

Description Code
Annual Chemical Treatment Preventative Maintenance Package SMA Annual 01 1 (1) BECSys7
Services provided at every visit:

BECS Chemical Controller 1
(1) BECSys7
Services provided once a year:
1 1
Annual UV Preventative Maintenance Package 1

Page 1 ends

TREATMENT PACKAGE
Jane Allison
2024-2025 Annual Scheduled Maintenance Agreement
WQA:

Consultant:

City Of Lake Elsinore
Fax:

Date: 06/13/24
Package #273221
Services performed once a year:

SMA SC Routine 51 1
Preventative Maintenance Parts Box 1
1 1
1 1

TREATMENT PACKAGE
Jane Allison
2024-2025 Annual Scheduled Maintenance Agreement
WQA:

Consultant:

City Of Lake Elsinore
Fax:

Date:

Package #273221
Additional Information Subtotal
Signature Date
Adjustment
Total
Estimated Shipping
Tax
Grand Total
We are pleased to submit the above package for your consideration.

CC Surcharge

TREATMENT PACKAGE
Jane Allison
2024-2025 Annual Scheduled Maintenance Agreement
WQA:

Consultant: John Tosco
City Of Lake Elsinore
Fax:

Date: 06/13/24
Package #273192
Order Description
Thank you for your continued trust in Knorr Systems for your swimming pool equipment maintenance. Below is our *DIR compliant proposal for scheduled maintenance at Launch Pointe Splash Pad. Our services are designed to assist your facility maintain system operations and proper water ATTN:

Order Items
Quantity
City Of Lake Elsinore
Chris Erickson
130 S. Main Street
Lake Elsinore, CA 92530
SITE:

Launche Pointe Splash Pad
Chris Erickson
32040 Riverside Dr
Lake Elsinore, CA 92530-7808
Phone: Fax:

Description Code
Annual Chemical Treatment Preventative Maintenance Package SMA Annual 01 1 (1) BECSys
Services provided at every visit:

BECS Chemical Controller 1
(1) BECSys
Services provided once a year:
1 1
Annual UV Preventative Maintenance Package 1

Page 1 ends

TREATMENT PACKAGE
Jane Allison
2024-2025 Annual Scheduled Maintenance Agreement
WQA:

Consultant: John Tosco
City Of Lake Elsinore
Fax:

Date: 06/13/24
Package #273192
(1) ECF-210-4
Services performed once a year:

SMA SC Routine 04 1
Preventative Maintenance Parts Box 1
1 1

TREATMENT PACKAGE
Jane Allison
2024-2025 Annual Scheduled Maintenance Agreement
WQA:

Consultant: John Tosco
City Of Lake Elsinore
Fax:

Date:

Package #273192
Additional Information Subtotal
Signature Date
Adjustment
Total
Estimated Shipping
Tax
Grand Total
We are pleased to submit the above package for your consideration.

CC Surcharge

TREATMENT PACKAGE
Jane Allison
2024-2025 Annual Scheduled Maintenance Agreement
WQA:

Consultant: John Tosco
City Of Lake Elsinore
Fax:

Date: 06/13/24
Package #273229
Order Description
Thank you for your continued trust in Knorr Systems for your swimming pool equipment maintenance. Below is our *DIR compliant proposal for scheduled maintenance at Yarborough Park. Our services are designed to assist your facility maintain system operations and proper water chemistry.

Preventing aggressive water, which can deteriorate equipment, will help preserve equipment warranties and life expectancy.

ATTN:

Order Items
Quantity
City Of Lake Elsinore
Chris Erickson
130 S. Main Street
Lake Elsinore, CA 92530
SITE:

Yarborough Park
419 N Poe St
Lake Elsinore, CA 92530
Phone: Fax:

Description Code
Annual Chemical Treatment Preventative Maintenance Package SMA Annual 01 1 (1) BECSys
Services provided at every visit:

BECS Chemical Controller 1
(1) BECSys
Services provided once a year:

BECS Calibration 1
1 Annual UV Preventative Maintenance Package 1

Page 1 ends

TREATMENT PACKAGE
Jane Allison
2024-2025 Annual Scheduled Maintenance Agreement
WQA:

Consultant: John Tosco
City Of Lake Elsinore
Fax:

Date: 06/13/24
Package #273229
(1) ECF-210-4
Services provided once a year:
1 All parts listed below will be delivered at the first service. Parts will be stored in a KSI provided lockable durable storage box in the pool equipment room and will be billed separately at time of delivery.

Preventative Maintenance Parts Box SMA Parts Box 1
1 TREATMENT PACKAGE
Jane Allison
2024-2025 Annual Scheduled Maintenance Agreement
WQA:

Consultant: John Tosco
City Of Lake Elsinore
Fax:

Date:

Package #273229
Additional Information Subtotal
Signature Date
Adjustment
Total
Estimated Shipping
Tax
Grand Total
We are pleased to submit the above package for your consideration.

CC Surcharge

CITY OF LAKE ELSINORE

TO BE POSTED IN A CONSPICUOUS PLACE
Business Name:

Business Location:

Owner Name(s):

BUSINESS LICENSE NO.

Issue Date: Expiration Date:

BUSINESS LICENSE
THIS IS YOUR LICENSE NOT TRANSFERABLE
2221 S STANDARD AVE Business Type:

SANTA ANA, CA 92707-3036

KNORR SYSTEMS INC
2221 S STANDARD AVE
SANTA ANA, CA 92707-3036
This business license is issued for revenue purposes only and does not grant authorization to operate a business. This business license is issued without verification that the holder is subject to or exempted from licensing by the state, county, federal government, or any other governmental agency.

Administrative Services - Licensing
130 South Main Street, Lake Elsinore, CA 92530
PH (951) 674-3124

KNORR SYSTEMS INC

CES HOLDINGS, LLC

LIMITED SPECIALTY CONTRACTOR
023669
6/1/2024 5/31/2025
Starting January 1, 2021, Assembly Bill 1607 requires the prevention of gender-based discrimination of business establishments. A full notice is available in English or other languages by going to: https://www.dca.ca.gov/publications/

Page 1 of 2 ends

REPORT TO CITY COUNCIL
To: Honorable Mayor and Members of the City Council
From: Jason Simpson, City Manager
Prepared by: Rick De Santiago, Public Works Manager
Date: June 23, 2026
Subject: Amendment No. 2 to the Agreement with West Coast Arborists, Inc. (WCA) for Annual Citywide Tree Maintenance Services to Apply a 3.20% Consumer Price Index (CPI) adjustment
Recommendation
Approve and authorize the City Manager to execute Amendment No. 2 to the Agreement with West Coast Arborists, Inc. for Annual Citywide Tree Maintenance Services to apply a 3.20% Consumer Price Index (CPI) adjustment and increase compensation by an additional $9,209.53 for a total amount not to exceed $297,007.53 in such final form as approved by the City Attorney.

Background
The City maintains an ongoing agreement with West Coast Arborists, Inc. For citywide tree maintenance, including trimming, removals, planting, and emergency response services. On April 2, 2026, the City received a formal CPI adjustment request from WCA proposing a 3.20% increase in unit pricing, effective July 1, 2026.

Amendment No. 2 with West Coast Arborists

Page 2 of 2 ends

Discussion
The requested 3.20% CPI increase reflects current economic conditions affecting labor, equipment, and operational costs in the tree-care industry. Approval of this amendment ensures continuity of essential tree maintenance services that support public safety, infrastructure protection, and enhance community aesthetics.

Fiscal Impact
Funds are available in the City’s Fiscal Year 2026-27 Citywide LLMD, LLMD 1, and Operating Budgets.

Attachments
Attachment 1 – Amendment No. 2
Exhibit A – CPI Letter
Attachment 2 – Amendment No. 1
Attachment 3 – 2nd Extension Letter
Attachment 4 – 1st Extension Letter
Attachment 5 – Original Agreement
AMENDMENT NO. 2

TO AGREEMENT FOR CONTRACTOR SERVICES
West Coast Arborists, Inc.

Consumer Price Index Adjustment
This Amendment No. 2 to Agreement for Contractor Services is made and entered into as of 6/23/2026, by and between the City of Lake Elsinore, a municipal corporation (“City), and West Coast Arborists, Inc., a Corporation (“Contractor”).

RECITALS
A. The City and Contractor have entered into that certain Agreement for Contractor Services dated as of 7/28/2020, (the “Original Agreement”). Except as otherwise defined herein, all capitalized terms used herein shall have the meanings set forth for such terms in the Original Agreement.

B. The Original Agreement provided for compensation to Contractor in an amount of Two hundred Twelve Thousand Seven Hundred Ninety-Eight dollars ($212,798).

C. The Original Agreement had a term commencing July 14, 2020, and ending June 30, 2025, and allows the City to extend the term on a 12-month basis, not to exceed two (2) additional 12-month renewals.

D. Amendment No. 1 to the Original Agreement was executed on 6/28/2022, to increase compensation by Two Hundred Eighty-Seven Thousand Seven Hundred Ninety-Eight dollars ($287,798).

E. The parties now desire to increase compensation as set forth in this Amendment No. 2.

NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, City and Contractor agree as follows:

1. Section 2, Compensation, of the Original Agreement is hereby amended to read in its entirety as follows:

Compensation to be paid to Contractor shall be in accordance with the fees set forth in Contractor’s Proposal (Exhibit A-1), which is attached hereto and incorporated herein by reference. In no event shall Contractor ’s annual compensation exceed Two Hundred Ninety-Seven Thousand Seven dollars and fifty-three cents ($297,007.53) without additional written authorization from the City Council.

2. Except for the changes specifically set forth herein, all other terms and conditions of the Original Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties have caused this Amendment No. 2 to be executed on the respective dates set forth below.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
“CONTRACTOR”
West Coast Arborists, Inc., a Corporation
City Manager
Date: __________________
Patrick Mahoney, President
Date: ____________________
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney

Assistant City Manager
Attachments: Exhibit A-1 – Contractor ’s Proposal
EXHIBIT A-1
CONTRACTOR ’S PROPOSAL
[ATTACHED]

AMENDMENT NO. 1

TO AGREEMENT FOR CONTRACTOR SERVICES
West Coast Arborists, Inc.

Annual Citywide Tree Maintenance Services
This Amendment No. 1 to Agreement for Contractor Services is made and entered into as
and

RECITALS
A. The City and Contractor have entered into that certain Agreement for Contractor Services dated as of 7/28/2020, as otherwise defined
herein, all capitalized terms used herein shall have the meanings set forth for such terms in the Original Agreement.

B. The Original Agreement provided for compensation to Contractor in an amount of Two Hundred Twelve Thousand Seven Hundred Ninety-Eight dollars ($212,798).

C. The Original Agreement had a term commencing July 14, 2020 and ending June 30, 2025. The City may, at its sole discretion, extend the term of this Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal.

D. The parties now desire to amend the scope of services, term and increase the payment for such services as set forth in this Amendment No 1.

NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, City and Contractor agree as follows:

1. Section 1, Scope of Services, of the Original Agreement is hereby amended to add the following:
5/19/2022 Proposal (attached to this Amendment No. 1 as Exhibit A-1).

Contractor shall provide such services at the time, place, and in the manner specified in Exhibit A-1, subject to the direction of the City through its staff that it may provide from time to time.

2. Section 2, Compensation, of the Original Agreement is hereby amended to read in its entirety as follows:

Notwithstanding the foregoing, for purposes of Amendment No. 1 and the term thereof, compensation to be paid to Contractor shall be in accordance (referenced collectively as Exhibit A-1 Amendment No. 1). In no event -1 to Amendment
No. 1 not to exceed Two Hundred Eighty-Seven Thousand Seven Hundred Ninety-Eight dollars ($287,798) per fiscal year without additional written authorization from the City Council.

Notwithstanding any provision of Contractor Proposal to the contrary, out of pocket expenses set forth in Exhibit A-1 respectively, shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

3. Except for the changes specifically set forth herein, all other terms and conditions of the Original Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties have caused this Amendment No. 1 to be executed on the respective dates set forth below.

CITY OF LAKE ELSINORE, a municipal
corporation
West Coast Arborists, Inc., a Corporation
City Manager
Date:

Patrick Mahoney, President
Date:

ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney
Assistant City Manager
Attachments: Exhibit A-1 Contractor Proposal
EXHIBIT A-1

CONTRACTOR PROPOSAL
[ATTACHED]
2020 FY21-22 FY22-23 FY23-24 FY24-25
ITEM WORK TYPE UNIT BAFO Pricing Pricing Pricing Pricing 1 Grid Pruning Each $ 69.00 $ 71.00 $ 73.00 $ 75.00 $ 77.00 2 Service Request Trimming Each $ 175.00 $ 180.00 $ 185.00 $ 190.50 $ 196.00 3 Tree Raising Each $ 45.00 $ 46.00 $ 47.00 $ 48.00 $ 49.00 4 Palm Tree Pruning Each $ 69.00 $ 71.00 $ 73.00 $ 75.00 $ 77.00 5 Palm Skinning/Shaping Each $ 145.00 $ 149.00 $ 153.50 $ 158.00 $ 163.00 6 Palm tree seed pod removal Each $ 45.00 $ 46.00 $ 47.00 $ 48.00 $ 49.00 7 Stump Only Removal Dia Inch $ 20.00 $ 20.50 $ 21.00 $ 21.50 $ 22.00 8 Tree and Stump Removal Dia Inch $ 39.00 $ 40.00 $ 41.00 $ 42.00 $ 43.00 9 Tree Only Removal Dia Inch $ 29.00 $ 30.00 $ 31.00 $ 32.00 $ 33.00 10 Plant 15 Gallon Tree w/ RB Each $ 155.00 $ 159.50 $ 164.00 $ 169.00 $ 174.00 11 Plant 15 Gallon Tree w/out RB Each $ 145.00 $ 149.00 $ 153.50 $ 158.00 $ 163.00 12 Plant 24" Box Tree w/ RB Each $ 305.00 $ 314.00 $ 323.50 $ 333.00 $ 343.00 13 Plant 24" Box Tree w/out RB Each $ 295.00 $ 304.00 $ 313.00 $ 322.00 $ 331.50 14 Plant 36" Box Tree w/ RB Each $ 750.00 $ 772.00 $ 795.00 $ 818.00 $ 842.50 15 Plant 36" Box Tree w/out RB Each $ 725.00 $ 747.00 $ 769.00 $ 792.00 $ 816.00 16 Plant 48" Box Tree w/ RB Each $ 1,120.00 $ 1,153.00 $ 1,187.00 $1,222.00 $ 1,258.00 17 Plant 48" Box Tree w/out RB Each $ 1,050.00 $ 1,081.00 $ 1,113.00 $1,146.00 $ 1,180.00 18 Root Pruning LF $ 18.00 $ 18.50 $ 19.00 $ 19.50 $ 20.00 19 ROW /Street Clearance Each $ 69.00 $ 71.00 $ 73.00 $ 75.00 $ 77.00 20 Crew Rental - per man Hour $ 80.00 $ 82.00 $ 84.50 $ 87.00 $ 89.50 21 Emergency Crew Rental - per man (after hrs,wknd,holiday) Hour $ 100.00 $ 103.00 $ 106.00 $ 109.00 $ 112.00 22 Specialty Equipment Rental Hour $ 125.00 $ 129.00 $ 133.00 $ 137.00 $ 141.00 23 Arborist Services - report writing Hour $ 125.00 $ 129.00 $ 133.00 $ 137.00 $ 141.00 The rates for FY21-22 reflect a 3% increase to offset the Pre-determined increases in prevailing wage as published by the Dept of Industrial Relations.

The subsequent fiscal years reflect a cost adjustment not to exceed 3.0%.

City of Lake Elsinore
RFP 2020

COMMERCIAL GENERAL LIABILITY
CG 20 10 04 13
POLICY NUMBER: 10001001412 1
Effective: 07/01/202
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED – OWNERS, LESSEES OR
CONTRACTORS – SCHEDULED PERSON OR

ORGANIZATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
A. Section II – Who Is An Insured is amended to 1. All work, including materials, parts or include as an additional insured the person(s) or equipment furnished in connection with such organization(s) shown in the Schedule, but only work, on the project (other than service, with respect to liability for "bodily injury", "property maintenance or repairs) to be performed by or damage" or "personal and advertising injury" on behalf of the additional insured(s) at the caused, in whole or in part, by: location of the covered operations has been completed; or 1. Your acts or omissions; or

2. That portion of "your work" out of which the 2. The acts or omissions of those acting on your injury or damage arises has been put to its behalf;
intended use by any person or organization in the performance of your ongoing operations for other than another contractor or subcontractor the additional insured(s) at the location(s) engaged in performing operations for a designated above. principal as a part of the same project.

However:

C. With respect to the insurance afforded to these 1. The insurance afforded to such additional additional insureds, the following is added to insured only applies to the extent permitted by Section III – Limits Of Insurance: law; and If coverage provided to the additional insured is 2. If coverage provided to the additional insured is required by a contract or agreement, the most we required by a contract or agreement, the will pay on behalf of the additional insured is the insurance afforded to such additional insured will not be broader than that which you amount of insurance: are required by the contract or agreement to 1. Required by the contract or agreement; or provide for such additional insured. 2. Available under the applicable Limits of B. With respect to the insurance afforded to Insurance shown in the Declarations; these additional insureds, the following additional whichever is less. exclusions apply: This endorsement shall not increase the This insurance does not apply to "bodily injury" or applicable Limits of Insurance shown in the "property damage" occurring after: Declarations.

CG 20 10 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 Name Of Additional Insured Person(s) Or
Organization(s): Location(s) Of Covered Operations
Where Required By Written Contract Where Required By Written Contract Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

COMMERCIAL GENERAL LIABILITY
CG 20 37 04 13
POLICY NUMBER: 10001001412 1
Effective: 07/01/202
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED – OWNERS, LESSEES OR
CONTRACTORS – COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART

SCHEDULE
A. Section II – Who Is An Insured is amended to required by the contract or agreement to include as an additional insured the person(s) or provide for such additional insured. organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury" or B. With respect to the insurance afforded to these "property damage" caused, in whole or in part, by additional insureds, the following is added to "your work" at Section III – Limits Of Insurance: the location designated and described in the Schedule of this endorsement If coverage provided to the additional insured is performed for that additional insured and included required by a contract or agreement, the most we in the "products-completed operations hazard". will pay on behalf of the additional insured is the However: amount of insurance:

1. The insurance afforded to such 1. Required by the contract or agreement; or additional insured only applies to the extent permitted by 2. Available under the applicable Limits of law; and Insurance shown in the Declarations;

2. If coverage provided to the additional insured is whichever is less. required by a contract or agreement, the This endorsement shall not increase the applicable insurance afforded to such additional insured will not be broader than that Limits of Insurance shown in the Declarations. which you are CG 20 37 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 Name Of Additional Insured Person(s) Or
Organization(s):

Location And Description Of Completed
Operations
Where Required By Written Contract Where Required By Written Contract Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

CITY OF LAKE ELSINORE

TO BE POSTED IN A CONSPICUOUS PLACE
Business Name:

Business Location:

Owner Name(s):

BUSINESS LICENSE NO.

Issue Date:

Description:

Expiration Date:

BUSINESS LICENSE
THIS IS YOUR LICENSE NOT TRANSFERABLE
2200 E VIA BURTON ST Business Type:

ANAHEIM, CA 92806
WEST COAST ARBORISTS, INC.
2200 E VIA BURTON ST
ANAHEIM, CA 92806
This business license is issued for revenue purposes only and does not grant authorization to operate a business. This business license is issued without verification that the holder is subject to or exempted from licensing by the state, county, federal government, or any other governmental agency.

Administrative Services - Licensing
130 South Main Street, Lake Elsinore, CA 92530
PH (951) 674-3124
WEST COAST ARBORISTS, INC.

ROSE EPPERSON

PATRICK MAHONEY

LANDSCAPING CONTRACTOR

LANDSCAPE & TREE SERVICE

CONTRACTOR
008344
9/1/2021 8/31/2022
Starting January 1, 2021, Assembly Bill 1607 requires the prevention of gender-based discrimination of business establishments. A full notice is available in English or other languages by going to: https://www.dca.ca.gov/publications/ June 8, 2026

DELIVERY VIA EMAIL
West Coast Arborists, Inc.

Attn: Patrick Mahoney
2200 E. Via Burton
Anaheim, CA 92806
RE: CONTRACTOR SERVICES AGREEMENT SECOND EXTENSION
Dear Mr. Mahoney:

This letter is provided to inform you that the Contractor Services Agreement dated July 28, 2020, between West Coast Arborists, Inc., and the City of Lake Elsinore is extended per Section 2.c Term of the Agreement. The effective date of the extension is from July 1, 2026, to June 30, 2027.

If you have any questions regarding this Agreement extension, please contact Carla Khalil, Management Analyst, Department of Public Works, at (951) 346- 2464.

Sincerely,
Jason Simpson
City Manager
July 3, 2025

DELIVERY VIA EMAIL
West Coast Arborists, Inc.

Attn: Patrick Mahoney
2200 E. Via Burton
Anaheim, CA 92806
RE: CONTRACTOR SERVICES AGREEMENT FIRST EXTENSION
Dear Mr. Mahoney:

If you have any questions regarding this Agreement extension please contact Carla Khalil, Management Analyst Department of Public Works at (951) 674- 5170.

Sincerely,
Jason Simpson
City Manager
City of Lake Elsinore
West Coast Arborist
7/28/2020 Page 1

AGREEMENT FOR CONTRACTOR SERVICES
West Coast Arborists, Inc.

Annual Citywide Tree Maintenance Services
is made and entered into as
of July 28, 2020, by and between the City of Lake Elsinore, a municipal corporation ( City") and West Coast Arborists, Inc., a Corporation ("Contractor").

RECITALS
A. The City has determined that it requires the following professional services:

Tree Maintenance Services
B. Contractor has submitted to City a proposal, dated PROPOSAL DATE, attached Contractor to provide professional
services to City pursuant to the terms of this Agreement.

C. Contractor possesses the skill, experience, ability, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein.

D. City desires to retain Contractor to perform the services as provided herein and Contractor desires to provide such professional services as set forth in this Agreement.

AGREEMENT

1. Scope of Services. Contractor shall perform the services described in Contractor Proposal (Exhibit A). Contractor shall provide such services at the time, place, and in the manner specified in Contractor , subject to the direction of the City through its staff that it may provide from time to time.

2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professional services to be performed by Contractor is an essential condition of this Agreement. Contractor shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Contractor s Proposal (Exhibit A). b. Performance Schedule. Contractor shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Contractor s Proposal (Exhibit A). When requested by Contractor, extensions to the time period(s) specified may be approved in writing by the City Manager.

Page 2 ends

c. Term and Compliance with Task/Work Order System. Unless earlier terminated as provided elsewhere in this Agreement, this Agreement shall continue in full force and effect for a period commencing on July 14, 2020 and ending June 30, 2025. The City may, at its sole discretion, extend the term of this Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal terms by giving written notice thereof to Contractor not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager.

3. Compensation. Compensation to be paid to Contractor shall be in accordance with the fees set forth in Contractor's Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Contractor's annual compensation exceed Two Hundred Twelve Thousand Seven Hundred Ninety Eight dollars per fiscal year ($212,798) without additional written authorization from the City. Notwithstanding any provision of Contractor's Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

4. Method of Payment. Contractor shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such bills shall be segregated by project task,
if applicable, such that the City receives a separate accounting for work done on each individual the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Contractor no later than forty-five (45) days after receipt of the monthly invoice by City staff.

5. Background Checks. At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Contractor personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Contractor is deemed objectionable, then the City may notify Contractor of the same. Contractor shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker.

Page 3 ends

terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Contractor the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Contractor will submit an invoice to the City, pursuant to Section

7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Contractor, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Contractor for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Contractor or to any other party. Contractor shall, at Contractor s expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole - party requests of Contractor shall be immediately referred to City, without any other actions by Contractor.
b. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Contractor or provided to Contractor by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City s sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Contractor in connection with the performance of this Agreement shall be held confidential by Contractor. Such materials shall not, without the prior written consent of City, be used by Contractor for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Contractor which is otherwise known to Contractor or is generally known, or has become known, to the related industry shall be deemed confidential. Contractor shall not use City s name or insignia, photographs relating to project for which Contractor s services are rendered, or any publicity pertaining to the Contractor s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

Page 4 ends

8. Contractor s Books and Records.
a. Contractor shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Contractor to this Agreement.
b. Contractor shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Contractor s address indicated for receipt of notices in this Agreement.
d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Contractor s business, City may, by written request by any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Contractor, Contractor s representatives, or Contractor s successor-in-interest.

9. Independent Contractor.
a. Contractor is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Contractor shall at all times be under Contractor City nor any of its officers, employees, or
agents shall have control over the conduct of Contractor or any of Contractor employees, or agents, except as set forth in this Agreement. Contractor 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 the City. Contractor shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary and except for the fees paid to Contractor as provided in the Agreement, Contractor and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

Page 5 ends

11. Interests of Contractor. Contractor (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Contractor s services hereunder. Contractor further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.

Page 6 ends

16. Insurance Requirements.
a. Insurance. Contractor, at Contractor s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City s Risk Manager, the following insurance policies.
i. Workers Compensation Coverage. Contractor shall maintain Workers Compensation Insurance and Employer s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Contractor shall require each subcontractor to similarly maintain Workers Compensation Insurance and Employer s Liability Insurance in accordance with the laws of the State of California for all of the subcontractor s employees. Any notice of cancellation or non-renewal of all Workers Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Contractor for City. In the event that Contractor is exempt from Worker s Compensation Insurance and Employer s Liability Insurance for his/her employees in accordance with the laws of the State of California, Contractor shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney.
ii. General Liability Coverage. Contractor shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404

Page 7 ends

Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001
be attached limiting the coverage.
iv. Professional Liability Coverage. Contractor shall maintain professional errors and omissions liability insurance appropriate for Contractor s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Contractor s services under this Agreement, whether such services are provided by the Contractor or by its employees, subcontractors, or sub Contractors. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best s rating of no less than A:VII and shall be endorsed with the following specific language:
i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent contractors, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages.
ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.

Page 8 ends

vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.
c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City s option, Contractor shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Contractor shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein.

Attn: Patrick Mahoney - President
2200 E. Via Burton Anaheim, CA 92806

19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement.

Page 9 ends

20. Litigation Expenses and Attorneys Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys fees.

Page 10 ends

29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Contractor Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this Agreement shall take precedence over those contained in the Contractor roposal.

30. Amendments. This Agreement may be modified or amended only by a written document executed by both Contractor and City and approved as to form by the City Attorney. [Signatures on next page]

Page 11 ends

IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.

Click or tap here to enter text.

CITY OF LAKE ELSINORE, a municipal
corporation
Grant Yates, City Manager
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney
Risk Manager

CONTRACTOR
WEST COAST ARBORISTS, INC., a Corporation
By: Patrick Mohoney
Its: President
Attachments: Exhibit A Contractor s Proposal

EXHIBIT A

CONTRACTOR S PROPOSAL
[ATTACHED]

CITY OF LAKE ELSIORE

CITYWIDE TREE MAINTENANCE SERVICES
WCAINC.COM 800.521.3714 LIC #366764 DIR #1000000956
Setting the gold standard.

Tree
Pruning
Tree
Removal
Tree
Planting
GPS Tree
Inventory
Emergency
Response
ISA
Certified
Plant
Health Care
CORPORATE 1 CAPABILITIES
WEST COAST ARBORISTS, INC. (WCA) is a family-owned and operated union company employing nearly 1,000 full-time employees providing tree maintenance and management services. We are proudly serving over 275 municipalities and public agencies. We provide superior and safe tree care operations seven days a week, 24 hours a day throughout California and Arizona,

OUR VISION
do business. We hold ourselves to the highest standards of ethical conduct and environmental responsibility, communicating openly with our customers and the communities in which we work.

It is our goal and vision to lead the industry in state-of-the-art urban tree care and management services.
100% CUSTOMER SATISFACTION
Customer satisfaction is our top priority. We guarantee your complete satisfaction with every facet of our services. Our dedication to customer service has earned WCA a reputation unrivaled in the industry for dependability, integrity, quality and courtesy. We authorize our employees to do whatever is necessary to achieve the highest quality results. We know that high quality work first time. We are committed to courteous and prompt customer service to fully resolve any issue.
communitieswho care about trees. Tree care professionals serving 80+ ISA Certified
Arborists
45+ Years Experience
(Similar Size & Scope)
950+ Qualified
Employees
Less than 2% turnover
ratio for service staff
Local Office
Riverside
1250+ Fleet of
Modern Equipment

COMPANY INFORMATION
President: Patrick Mahoney
Organization Type: Corporation
Established: 1972
Federal Tax ID: 95-3250682
DIR Registration: 1000000956

CORPORATE OFFICE
2200 E. Via Burton St.

Anaheim, CA 92806

REGIONAL OFFICES
Fresno, CA
Indio, CA
Pinole, CA
Phoenix, AZ
Riverside, CA
Sacramento, CA
San Diego, CA
San Jose, CA
Stockton, CA
Ventura, CA

CONTRACT ADMINISTRATION
Victor Gonzalez, Vice President
Corporate Office
Phone (714) 991-1900
Fax (714) 956-3745
Email: [email protected]

FIELD MANAGEMENT
Martin Cortez, Area Manager
21718 Walnut Ave.

Grand Terrace, CA 92313
Phone (714) 396-9544
Fax (909) 783-6515
Email: [email protected]
EMERGENCY RESPONSE 24/7
866-LIMB-DOWN

CORPORATE CAPABILITIES
West Coast Arborists, Inc., is committed to successfully completing each project in accordance with the specifications, budget, schedule and isted below are
some of our corporate capabilities, which not only provide a sense of comfort and confidence to our customers, but also assure them of our continuous ability to carry out the duties of managing their urban forest.

In business continuously and actively since 1972
Over $8,500,000 line of credit available
Bonded by CBIC, an A+ rated company
950+ employees
275+ contracts with public agencies
80+ Certified Arborists
140+ Certified Tree Workers
Drug-free workplace
14,000 sq. ft. company-owned Headquarters (Anaheim)
Department of Agriculture Nursery license
Avg. 500,000 trees pruned annually over past 3 years
Avg. 18,000 trees removed annually over past 3 years
Avg. 14,000 trees planted annually over past 3 years
Avg. 250,000 trees inventoried annually over past 3 years Fully insured with insurance up to $10 million
Federal Tax ID #95-3250682, current on all taxes and
fillings with state and federal government
Sales volume over $110 million annually
Fleet of approximately 1,250 pieces of equipment
Active Memberships:

Tree Care Industry Association (TCIA)
International Society of Arboriculture (ISA)
League of California Cities (LCC)
California Parks & Recreation Society (CPRS)
Association of California Cities- Orange County (ACCOC) Maintenance Superintendents Association (MSA)
California Landscape Contractors Association (CLCA)
Street Tree Seminar (STS)
California Urban Forest Council (CaUFC)
American Public Works Association (APWA)
1 COMPANY INFORMATION
STAFF 2 QUALIFICATIONS

INTRODUCTION
management team and a safety committee. Staff members have diverse educational backgrounds including accounting, business administration, engineering and forestry.

WORK FORCE
WCA actively maintains ongoing processes to assure that only qualified and competent staff provides safe and quality tree maintenance services. These skilled employees can only be achieved through both training and work experience. We believe that essential experience should always be obtained through qualified supervision; this includes both basic and extended skills. WCA makes every attempt to ensure that this is undertaken before performing work, leading a crew, or career advancement. The work performed on this contract is routine, recurring and usual. The work includes watering, trimming, pruning, planting, removal and replacement of trees and plants, and servicing of irrigation. The rates included in the Cost Proposal are based on the current prevailing wage

CERTIFICATION
WCA encourages its employees to get certified through the International Society of Arboriculture, in an effort to raise the standard of professional tree care companies. This standard competent, knowledgeable certified workers. WCA employs a large number of ISA Certified Arborists and ISA Certified Tree Workers.

CREW EVALUATION
WCA employees are evaluated through an internal mechanism supervised by our Management Team. Each employee performs their duties according to a criteria-based job description that reflects safety, quality workmanship, productivity, appropriateness of care, problem solving and customer service. A performance appraisal is conducted for each employee upon completion of the probationary period and at least annually thereafter. Each worker is also required to complete a competency assessment and orientation upon hire and annually thereafter in selected areas to assure that ongoing requirements are met and opportunities for improvement are identified.

Staff members have diverse educational backgrounds including accounting, business administration, engineering, and forestry.

From marketing, contract administration, field and fleet management, to information technology, our Upper Management Team is involved in the day-to-day operations supporting each Project Team and Customer to ensure the highest quality of tree care is being achieved in the industry.

PROJECT TEAM

UPPER MANAGEMENT TEAM

MARTIN CORTEZ, AREA MANAGER
ISA Board Certified Master Arborist #WE 8539A TCIA Certified Treecare Safety Professional #1770C TLC Wildlife Aware Mr. Cortez has been with WCA since 2006. Martin has worked as a groundman and trimmer, In time, his Supervisor to now being the Area Manager of Riverside County and beyond. Today, Martin is responsible for field operations and management of crews. He is also involved in scheduling, evaluation and production of street tree maintenance.

MANUEL PEREZ, SUPERVISOR
ISA Certified Arborist #WE 0818A ISA Certified Treeworker #WE 352C CTSP Certified Tree Care Safety Professional #575 As Site Supervisors, Manuel is a full-time employee and speaks fluent English. He is responsible for reviewing the followed. As Supervisors, they will communicate with City officials and other interested parties on a daily basis.

Report and resolve malfunctions, damage, or industrial injury. They also assist in employee training programs, maintain records, and file daily reports and receipts.

REINA GODOY, CUSTOMER SERVICE REPRESENTATIVE (CSR)
As the CSR (Customer Service Representative), Reina is responsible for providing support to the Area Manager, public. Esther is responsible for responding to customer service inquires and facilitating contracting functions, such as: mapping, underground service alert, data entry, field book preparation, list preparation, etc.

ERNESTO MACIAS, SAFETY MANAGER/ UNION LIAISON
Ensures safety company- - TIM CROTHERS, PLANT HEALTH CARE MANAGER ISA Board Certified Master Arborist WE 7655 BUM DPR Qualified Applicator #145321 QAL Categories B&D -house; there is no subcontracting. Staff is licensed by the CA Dept. of Pesticide Regulation. Our program goes beyond standard chemical applications as we expanded our services to include an Integrated Pest Management program. Inspection, diagnosis and treatments are available as needed.

Martin Cortez, Area Mgr. Reina Godoy, Customer Svc. Manuel Perez, Supv. Ernesto Macias, Risk Mgr. Tim Crothers, PHC Mgr.

SAFETY TRAINING PROGRAMS
Jobsite Briefing - Conducted each work day.

Weekly Tailgate - Meetings held for each crew.

On the Job Training - with experience to assist them.

Video Training - Programs included are Professional Tree Care, Electrical Hazards, Aerial Rescue, Chipper Safety, Chain Saw Safety and Pruning Technique. Video presentations in cooperation with Tree Care Industry Association (TCIA).

Safety Crew Lunch - This program rewards employees
company-wide quarterly.

SPECIALIZED SAFETY TRAINING
Our ISA Certified Tree Workers go through specialized testing that proves they are competent to work in trees in a safe manner that protects themselves as well as the general public. We also qualify our employees to operate in a safe and efficient manner that meets and exceeds the industry standards, these programs are WCA Qualified Level 1 Tree Trimmer, WCA Qualified Level 2 Tree Trimmer, WCA Qualified Level 3 Tree Trimmer, WCA Qualified Big Boom Operator, WCA Qualified Loader Operator, WCA Qualified Roll-Off Driver. We also qualify all drivers that operate our vehicles by conducting 2 driving test and entering them into the California DMV pull program that monitors their driving record to ensure safe driving operators.

Safety Team - A 10 person committee that reviews and
discusses safety procedures, problems and incentives.

Injury & Illness Prevention - overall safety program.

Leadership Training - Continued training and study utilizing the Crew Leader Home Study Program, available through the Tree Care Industry Association (TCIA).

Certification Training - Continued study sessions are held in preparation for the International Society of Arboriculture Certification Programs.

Pictured left: Sample Safety
Improvement Action Plan Form
& Safety Rules and Safe Work
Practices review sheet.

ISA Certified
81 5 142
Arborists Board Certified Master Arborists Tree Workers ATSSA
WCA staff is trained to design and
implement Traffic Control Plans.
1 18 25 8 1 6 75 16 74
Certified Urban
Forester
WCA Certified
Utility Line
Clearance
Workers
ISA Certified
Utility
Specialists
TCIA Certified
Tree Care
Safety
Professionals
ISA
Municipal
Specialist
Nursery in
Placentia &
Dedicated
Manager
Information
Technology
Specialists
Fleet
Mechanics
NCCCO
Certified Crane
Operators
Unique Capabilities
PHC

WILDLIFE

PROTECTION
1 10
70 WCA has developed an exemplary Plant
Health Care Program that goes beyond
standard chemical applications.

CALIFORNIA DEPARTMENT OF PESTICIDE REGULATION
Advisor Applicators
WCA has 70 staff members
certified through the Wildlife
Aware and Wildlife Training
Institute.
contributor in identifying and
developing the first ever Best
Management Practices guidelines for
Tree Care for Birds and Other Wildlife.

Higher Standards + Exemplary Training = Superior Employees Board Certified
Master Arborists
Cris Falco WE 7490 B
Michael Palat WE 6541 BUM
Kelley Gilleran WE 7061 B
Tim Crothers WE 7655 BUM
Glenn Reeve WE 10177 B
900+
Employees
2 ASCA Consulting Arborists: Michael Mahoney, RCA #353 Cris Falco, RCA #557 Additional List of ISA Certified Arborists
Employee Name Cert #
ADAN BALTAZAR REYNAGA WE-7786AT
AL EPPERSON WE-0719A
ANDREW R. TROTTER WE-0642A
ARLENE BISCAN WE-9806A
BENJAMIN EUGENE BORDSON WE-10777A
BRIAN C. KIRKEGAARD WE-10476A
BRIAN M. KOCH WE-0341A
CALVIN F. HAUPT WE-7634A
CARLOS BRACAMONTES WE-8557A
CHARLES PATRICK MADSEN WE-0462A
CORINNE GRUNDER BASSETT WE-11625A
CRISTAN ANGELO FALCO WE-7490A
CURTIS PATRICK WORTH WE-10972A
DANIEL CHAVARRIA WE-10292A
DANIEL MAHONEY WE-10434A
DAVID COOPER WE-0497A
DEBORAH DEPASQUALE WE-3812A
EDUARDO VARGAS WE-11058AT
ELOY MARQUEZ WE-11566AT
ERICK SERRANO WE-6750A
ERNESTO J. F. MACIAS WE-7120A
EUGENE BARRIENTOS WE-8701A
FELIX HERNANDEZ WE-2037A
GERARDO PEREZ WE-9131AT
GERARDO MARTINEZ GARCIA WE-11358A
GLENN O. WHITLOCK REEVE WE-10177A
GONZALO REGALADO WE-9952A
HECTOR MONTES WE-8079A
HERMINIO PADILLA WE-7552A
HUGO ANGEL RINCON WE-8710A
IGNACIO LOPEZ WE-7329A
ISIDRO ESTRADA BARBOZA WE-11685A
J. ALONSO GARCIA-LOPEZ WE-8499A
JAIME ROGELIO HERNANDEZ WE-5297A
JAMES CHARLES WORKING WE-1592A
JAMES PAUL SPECK II WE-10858AT
JARED LEE MAYSEY WE-11510A
JASON PINEGAR WE-2039AU
JASON ROSS DAVLIN WE-7628A
JEFFERY B. WILLIAMS WE-1100A
JOSE M. CORTEZ TORRES WE-8539A
JOSE M. CHAVARRIA MANZO WE-11210AT
JOSE MANUEL PEREZ WE-0818A
JOSEPH BARTOLO WE-2034AU
JOSEPH NICK ALAGO WE-4396A
JUAN ORTIZ WE-8514A
JUAN C. IXTA WE-10144A
JUSTIN LEE MENZEL WE-11756A
KELLEY LEWIS GILLERAN WE-7061A
KRIS BURBIDGE WE-9566A
LEONEL CORTEZ WE-8625A
LORENZO PEREZ WE-7443A
MANUEL BRIANO WE-8791A
MARCO A. PADILLA JIMENEZ WE-8621A
MARIA MUNOZ-CAMPOS WE-8267A
MATEO ARVIZU WE-10151A
MICHAEL W. PALAT WE-6541A
NESTOR VALENCIA WE-11359A
PATRICK O. MAHONEY WE-1172A
RANDY J. THOMPSON WE-1043A
REBECCA A. MEJIA WE-2355A
RENE ROSALES WE-7941AT
RICHARD R. MAHONEY WE-1171A
ROBERT D. THOMPSON WE-0915AU
RODNEY LYNN MORGAN WE-9546A
ROSE M. EPPERSON WE-1045A
SEAN PATRICK SULLIVAN WE-10050A
SHAWN A. GUZIK WE-3182A
STEFAN B. KALLENBERG WE-10730A
STEPHEN GLENN DAVIS JR WE-10894A
STEVE B. HUNT WE-1044A
TIMOTHY CROTHERS WE-7655A
VICTOR M. GONZALEZ WE-7175A
WALLACE BURCH WE-0713A
WILLIAM STEVE PONCE WE-6461A
JESUS RAYA WE-3449A
JOEL LOPEZ WE-10871A
JOHN LEE PINEDA WE-10367A
JORGE MAGANA WE-3460A
JOSE A. GONZALEZ MENDEZ WE-6475A
Employee Name Cert #
ADAM RODRIGUEZ WE-11281T
ADAN BALTAZAR REYNAGA WE-7786AT
AGUSTIN LOZANO WE-11306T
ALEJANDRO VALENZUELA WE-11674T
ALFREDO ANGEL LOPEZ WE-11334T
ANDRES ROMAN WE-11285T
ANTONIO CASTELLANOS WE-11203T
ANTONIO GRADILLA WE-11185T
ANTONIO GARCIA CONTRERAS WE-11173T
ARIEL ALONSO WE-10906T
ARMANDO SOTO WE-11131T
ARMANDO O. LOPEZ WE-10953T
AUDOMARO CORRAL WE-11220T
AURELIO COVARRUBIAS WE-11629T
AURELIO PAZ-GUZMAN WE-11084T
BRIAN C. KIRKEGAARD WE-10476AT
CARLOS IXTA WE-11106T
CARLOS RAMOS WE-11263T
CELEDONIO R. MANZANO OLEA WE-10984T
CELESTINO PEREZ WE-11243T
CESAR WENCESLAO WE-10968T
CESAR G. VALENZUELA REYES WE-11076T
CHARLES F.M. INSCO WE-11368T
CURTIS PATRICK WORTH WE-10972AT
DANIEL CHAVARRIA WE-10292AT
DANIEL RIVAS WE-10850T
DANIEL GEORGE POTTS WE-11534T
DANIEL J. KNUTSEN JR WE-11715T
DANNY AVITIA WE-11638T
DELFINO AGUILAR-MORALES WE-10900T
DEMETRIO LIRA WE-11323T
DEMETRIO OSEGUERA WE-11043T
EDIBERTO SERNA SALAZAR WE-11051T
EDUARDO AVILA WE-10812T
EDUARDO MARTINEZ BECERRA WE-10991T
EDUARDO VARGAS WE-11058T
ELIGIO IBARRA CARDOSO WE-11197T
FELIX HERNANDEZ WE-2037AT
FRANCISCO LOPEZ WE-10952T
FRANCISCO RAMIREZ WE-11259T
FRANCISCO VILLANUEVA WE-10965T
FRANCISCO URENA JIMENEZ WE-11075T
GABRIEL GAMINO WE-11167T
GABRIEL MERCADO RUIZ WE-11568T
GERARDO PEREZ WE-9131AT
GERARDO A. ORDUNO WE-11036T
GERARDO MARTINEZ GARCIA WE-10997T
GLENN O. WHITLOCK REEVE WE-10177ATM
GONZALO REGALADO WE-9952AT
HECTOR MONTES WE-8079AUT
HERIBERTO CORONEL WENCESLAO WE-11218T
HUGO ANGEL RINCON WE-8710AT
HUMBERTO CHAVARRIA WE-11207T
ISAIAS MACIAS WE-10979T
ISRAEL A. RAMIREZ WE-11567T
J. REFUGIO ESCAMILLA WE-11153T
J. SOCORRO GARCIA WE-11172T
JAIME ROGELIO HERNANDEZ WE-5297AT
JAMES CHARLES WORKING WE-1592AT
JEFFERY B. WILLIAMS WE-1100AT
JESUS RAYA WE-3449AT
JESUS A. MONTES WE-11014T
JESUS M. SARABIA PENA WE-11450T
JOEL LOPEZ WE-10871AT
JOEL MARTINEZ WE-10992T
JOEL ORTIZ WE-11039T
JOEL M. RIVERA WE-11273T
JOHN LEE PINEDA WE-10367AT
JORGE ARREOLA-HERNANDEZ WE-11321T
ELOY MARQUEZ WE-11566T
ENRIQUE SANDOVAL WE-11302T
ERNESTO GONSALEZ WE-11461T
JORGE DUENAS WE-11144T
JORGE JIMENEZ WE-11110T
JOSAFAT MONTOYA WE-11015T
JOSE AGUAYO WE-10899T
JOSE JIMENEZ WE-11108T
JOSE JIMENEZ HERNANDEZ WE-11113T
EUGENE BARRIENTOS WE-8701AUT
FAUSTO GUZMAN WE-11083T
FELIX GARCIA WE-11170T
JOSE VEGA WE-11062T
JOSE A. ALVAREZ WE-10908T
JOSE A. GONZALEZ MENDEZ WE-6475AT
JOSE ABEL CANCINO WE-11192T
JOSE AGUSTIN CARRILLO WE-11200T
JOSE F. ORELLANA WE-11483T
JOSE INEZ MANCILLA WE-10983T
JOSE JUAN PEREZ WE-11246T
JOSE LUIS DELREAL WE-11231T
JOSE M. CORTEZ TORRES WE-8539AUT
JOSE M. MUNIZ GARCIA WE-11686T
JOSE M. CHAVARRIA MANZO WE-11210T
JOSE MANUEL PEREZ WE-0818AT
JOSE R. GRANADOS WE-11186T
JOSEPH ANTHONY NUNN WE-11034T
JUAN BECERRA WE-10932T
JUAN MARQUEZ WE-10987T
JUAN ORTIZ WE-8514AT
JUAN TELLEZ TAPIA WE-11137T
JUAN AMADOR ARCE WE-11480T
JUAN C. PENA-ARIAS WE-11327T
JUAN CARLOS MORA WE-11019T
JULIO C. GARCIA VAZQUEZ WE-11175T
KYLE JAMES VIGNEAU WE-10962T
LEONARDO RAMOS WE-11264T
LEONEL CORTEZ WE-8625AT
LETUSA MUAAU JR WE-11021T
LORENZO PEREZ WE-7443AT
LUIS A. MUNOZ RAMIREZ WE-11023T
LUIS P. PEREZ WE-11245T
MANUEL BARRAGAN WE-10925T
MANUEL BRIANO WE-8791AT
MARCO A. PADILLA JIMENEZ WE-8621AT
MARCO ANTONIO VERGARA WE-11065T
MARCOS RICHARD-MARTINEZ WE-10989T
MARCOS GAMINO WE-11482T
MARTIN BARRERA WE-10928T
MATEO ARVIZU WE-10918T
MELCHOR LEMUS WE-11237T
MICHAEL LOUIS YOUNG WE-11687T
MIGUEL AYALA WE-10924T
MIGUEL MACIAS WE-10978T
NELSON R. AGUIRRE WE-10901T
OSCAR IGNACIO RIVERA WE-11424T
PEDRO CUEVAS WE-11765T
PEDRO GARCIA WE-11168T
PEDRO SANDOVAL WE-11301T
PEDRO ALTAMIRANO WE-11095T
RAMON ZUNIGA GOMEZ WE-10977T
RANULFO PERALTA CASTANEDA WE-11202T
RAUL MANZO HERNANDEZ WE-10985T
RAUL TELLEZ TAPIA WE-11138T
RAYMUNDO GUTIERREZ WE-11080T
RENE ROSALES WE-7941AT
ROBERT JAY ADDISON JR WE-10898T
RODNEY LYNN MORGAN WE-9546AUT
ROMUALDO GAETA LUNA WE-11165T
SALOMON SILVA WE-11053T
SALUSTIO SANCHEZ WE-11462T
SAMUEL JIMENEZ WE-11109T
SANTOS MACIAS LEMUS WE-10980T
SERGIO LOPEZ-RIVERA WE-10957T
STEFAN B. KALLENBERG WE-10730AT
STEPHEN GLENN DAVIS WE-10894AT
STEVE B. HUNT WE-1044A
VENTURA GOMEZ WE-11180T
WALLACE BURCH WE-0713AT
3 QUALITY CONTROL

IMPLEMENTATION PLAN
To ensure the quality of work and the level of service expected, WCA abides by a well-defined quality control plan that
incorporates the following:

Certified personnel
Safety
Pruning specifications and guidelines
Sound, reliable equipment
Public relations
Proper traffic control
State-of-the-art communication systems
Special shifts including weekends and evenings can be
Area Manager: Martin Cortez
ISA Certification #: WE-8539A
The project Area Manager will be the central point of contact and will work cooperatively with Agency staff, local residents and business owners, etc. The Area Manger will provide overall field supervision and crew management.

Daily Management
Daily management will consist of, but not be limited to:

Email notification complete with location, crew, equipment type, and work description
Supervise crew personnel to insure proper pruning
standards are followed in a safe manner
Traffic control setup and maintenance of work zone
Ensure work area is left free of debris at the end of shift Maintain record of work completed each day
Maintain good public relations at all times
Provide immediate notification to Agency Inspector upon damage of personal property including a plan for corrective measures to take place within 48 hours
Weekly Management
Weekly management will consist of, but is not limited to:

Weekly inspection of work completed
Meet with the City to review work schedule and progress Insure standards of pruning are performed in accordance with City specifications
Maintain open communication with the City Inspector and field crew
Scheduling of Work
The Area Manager is responsible for scheduling work which shall equal distribution of work throughout the course of the fiscal year.

Notifications will be provided to residents prior to the start of pruning operations in said area. All work will be performed in a cooperative manner as to cause the least amount of interference or inconvenience.

Public Notification
Upon Agency staff approval, WCA will post a door hanger notice prior to commencement of grid pruning (within 24-48 hours). After tree plantings, door hangers will be provided to residents instructing them on the proper care for their newly planted tree.

For more comprehensive outreach we can also submit a press release for special projects or routine maintenance. The Agency may modify the procedures and materials to which we notify residents.

Communication Systems
Our use of modern and reliable communication systems affect our daily job performance by increasing our efficiency. Management and Field Personnel utilize smart phones as both navigational and communication devices in the field. Smart phones have proven to be a convenient method to input data as related to tree inventories, daily work records, timesheets, photos, and billing information; eliminating the need to handwrite data and improving customer service by minimizing response time.

Permits and Licensing
- encroachment, traffic control, etc.) requiring fees will be charged back to the Agency.

Right-of-Way
All work will be performed in the public right-of-way. Employees will not utilize private property for eating, breaks or any other reason or use water or electricity from such property without prior written permission of owner.

Cooperation and Collateral Work
WCA will give right to operate within the project to the Agency workers and/other contractors, utility companies, street sweepers, and others as needed in a cooperative effort to minimize interference in daily operations.

WORKFLOW TIMELINE
Work request received from CustomerCSR creates a work order & gives to Area Manager Area Manager schedules the work & informs the City Work order is given
to the Foreman
Foreman posts public notices Crew performs work Foreman completes work order & inventory; then submits to office CSR closes work order;
Billing Dept.
prepares invoice
Customer marks trees for
USA & notifies resident Work request received from Customer CSR creates work order &
contacts USA 48 hours in
advance of work
Work order is given to the Area Manager
Area Manager schedules
work, informs the City & gives work order to Foreman Crew performs work Foreman completes work order & inventory; then submits to office CSR closes work order;
Billing Dept.
prepares invoice
Scheduled Tree Pruning Flowchart (30 day Completion)
Scheduled Removal Flowchart (15 day Completion)
Service Request Flowchart (15 day Completion)
Emergency request received from Customer On-Call Supervisor dispatches Emergency Crew Supervisor creates work order & sends to
Foreman
Crew performs necessary work to ensure safety
Crew sends notification and
photos to City and Supervisor that work
is complete
If applicable, crew return to site next day to complete work Foreman completes work order & inventory; then turns inCSR closes work order; Billing Dept.
prepares invoice
Emergency Flowchart (1 Hour Response/ 24 Hour Completion) Work request received from CustomerCSR creates a work order & gives to Area Manager Area Manager schedules the work & informs the City Work order is given
to the Foreman
Foreman posts public notices Crew performs work Foreman completes work order & inventory; then turns in CSR closes work order;
Billing Dept.
prepares invoice

EMERGENCY CONTACTS SAMPLE PLANTING DOOR HANGER

TOLL FREE
866.546.2369
in case of emergency
after normal business hours
Leave a message, if you do not receive a
call back within 10 minutes, call the
following contacts in order:

LEONEL CORTEZ, SUPERVISOR
714.412.0424

MANUEL PEREZ, SUPERVISOR
626.255.2821

MARTIN CORTEZ, AREA MANAGER
714.920.0558
After confirmation from on call Manager, you can
email multiple locations to:

[email protected]

NORMAL BUSINESS HOURS
714.991-1900
Project Site Maintenance
Work site will be left free of debris at the end of each workday. We will not discharge smoke, dust, or any other air containments in quantities that violate the regulations of any legally constituted authority.

Protection of Public and Private Property
WCA will provide all safety measures necessary to protect the public and worker within the work area. We will maintain good public relations at all times. The work will be conducted in a manner which will cause the least disturbance.

Public Convenience and Safety
WCA will comply with any and all local sound control and noise level rules, regulations, and ordinances which apply to any work performed in the contracted area. All work will cease
by 5:00 pm or as directed by the City.
*Excluding emergency services.

Traffic Control
Traffic control procedures will be set-up in accordance with the Work Area Traffic Control Handbook (WATCH) and State of California Manual of Traffic Controls as well as the Agency Traffic and Safety Operating Rules. WCA will make adequate provisions to insure the normal flow of traffic over the public streets and park roads. Every effort will be made to keep commercial driveways and passageways open to the public during business hours. High visibility arrowboard(s) will be used when needed. Prior to use, the Agency will approve traffic safety equipment and devices.

Pedestrian and vehicular traffic shall be allowed to pass through the work areas only under conditions of safety and with as little inconvenience and delay as possible.

Unless the work area is totally barricaded or otherwise kept safe, at least one worker will serve to coordinate safe operations on the ground at all times when work operations are in progress.

Customer Service Department
As we work with, or near, the public, we are mindful that we will most likely be the first person the public contacts. We have a fulltime Customer Service Department with each Customer Service Representative (CSR) trained in addressing concerned residents and bystanders.

Complaints & Damage Resolution
Should there be any property damage, we adhere to specific procedures to resolve the problem. The Foreman on the job site will notify the resident and the Inspector immediately.

If the resident is not at home, then we will leave a WCA card with instructions to call our Claims Coordinator in our corporate office.

The ultimate goal at each work site is to leave the property in the same condition as before we entered it. We will notify the City Representative immediately upon damage of personal property including plans for corrective measures to take place within 48 hours.

All WCA vehicles are equipped with an Accident Kit should anything happen during the work day. Each kit has an Incident Report, an Accident Report, an Injury Report, a camera, First Aid instructions and protocol for contacting the corporate office. A computerized log of all incidents is maintained to include the date, time of occurrence, location, problem and action to be taken pursuant thereto or reasoning for non-action.

Any activities found by the City to be unacceptable will be rectified immediately. All other complaints will be abated or resolved within twenty-four (24) hours of the occurrence. We have teams specifically assigned for handling damage to properties, both private and public. Through our communication system, we have the ability to dispatch either of these teams and have them respond immediately to the site for proper repair. We pride ourselves on professional workmanship to avoid these types of incidents, however, should one occur, we take all appropriate measures to resolve the matter in a timely and efficient manner.

OATH OF COMMITMENT
Patrick Mahoney, President 2020
Palm Trunk Skinning
Palm tree skinning consists of the removal of dead frond bases (only), at the point they make contact with the trunk without damage to the live trunk tissue.

Root Pruning
We strongly recommend against any root pruning, however, should the City elect to proceed, we recommend that it be done no closer than 3 times the diameter of the trunk. Roots will be pruned to a depth of approximately 12 inches by cleanly slicing through the roots, so as not to tear or vibrate the root causing damage to the tree. The excavated area will be backfilled with native soil and debris will be hauled away.

Tree Removal Operations
With a minimum of 48 hours advanced notice, WCA will inform Underground Service Alert (USA) of the location of work for the purpose of identifying any and all utility lines. The removal process consists of lowering limbs delicately onto the ground to prevent any hardscape damage. Immediately following the removal, the stump will be ground down, if ordered to do so and with proper USA notification.

Tree Planting
We can replace trees that have been removed and plant new trees in accordance with specifications. We are prepared financially and logistically to acquire and purchase selected tree species for tree planting. At a minimum of 48 hours in advance we will inform Underground Service Alert (USA) of the location of work for the purpose of identifying any and all utility lines. A well-trained planting team will perform the soil preparation and installation of the tree.

Tree Watering
Tree watering will be performed by a full-time, WCA team member on various routes, when requested by the City. This team will also be responsible for reporting special care needs to the small tree care team. This could include reporting weeds, soil that has settled, and/ or staking and tying needs.

PRUNE CLASSIFICATIONS
Grid Prune- Grid tree pruning is based on pruning in pre-designed districts, or grids on a set cycle and includes all trees (small, medium and large-sized.) Pruning will include structural pruning, crown raising, and crown cleaning in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and shall have no more than 25% of the live foliage removed at a given time.

Full Prune/Crown Reduction Crown reduction is performed when conditions within the crown of a hardwood tree are such that the entire tree needs to be reduced. A full prune 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 more than 25% of the live foliage removed at a given time.

Service Requests
A Service Request Prune includes tree maintenance services on designated tree(s) as ordered by the City Arborist or
designee. Pruning may include structural pruning, crown raising, crown cleaning or pruning to reduce/restore the crown. Whichever work type is ordered by the City, pruning will be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards and the Best Management Practice, Tree Pruning Guidelines. Work assignments from the City may require mobilization from one tree site to another within the City.

Line Clearance
Trees that interfere or have the possibility of interfering with utility lines will be trimmed in a manner to achieve the required clearances as specified and in accordance with the California Public Utilities Commission. It is our goal to protect the current health and condition of the tree and to maintain its symmetry and direct growth away from the utility lines.

Small Tree Care
save money in the future, and create a safer, more beautiful, healthy, easy-to-maintain tree. We believe that tree care that is performed early will affect its shape, strength and life span. Our specialized small tree care team consists of certified personnel trained to perform the following:

Selective structural pruning
Removal of dead, interfering, split and/or broken limbs Pre-conditioning the water retention basin built around the tree Staking or re-staking
Adjusting tree ties
Adjusting trunk protectors
4 SERVICE APPROACH
Emergency Response
We are prepared for emergency calls 24 hours a day, 7 days a week, including holidays. The toll free number is 866-LIMB-DOWN (866- 546-2369). This number will be provided to the City, Police Department and/or Fire Department. Our emergency response team will do what is necessary to render the hazardous tree or treerelated condition safe until the following workday.

Crew Rental
Due to our vast amount of resources, including our specialty equipment and qualified personnel we are able to extend our commitment to our customers by providing various miscellaneous services outside of the most common tree maintenance services:

Flag hanging
Holiday light installation
Changing ball park lights
Misc. use of aerial towers and cranes (including equipment rental)
Crown reduction
Crown restoration
Arborist Reports
We have full-time Certified Arborists on staff that can prepare detailed arborist reports, tree evaluations and site inspections based on your specific needs. Reporting can be generated for one tree or an entire selection and is handled on a case-by-case basis.

Plant Health Care
Tim Crothers, Plant Health Care Manager
ISA Board Certified Master Arborist WE-7655 BUM
DPR Qualified Pest Control Applicator #145321
QAL Category B & D
Our PHC program managed by Tim Crothers goes beyond standard chemical applications. We have developed an efficient Integrated Pest Management Program (IPM) that requires diagnosis before treatment. WCA is staffed with licensed applicators and advisors that are environmentally conscious as well as compliant with the California Department of Pesticide Regulation. This service allows us to provide you with:

Proper diagnosis based on on-site inspection with laboratory testing when necessary
Proactive and preventative recommendations that reduce the amount of potential pest and disease issues
Follow-up evaluations to ensure that the recommended
treatments result in a healthy and balanced urban forest

ABILITY TO ACQUIRE, PURCHASE & STAGE TREES
Cities expect the highest quality of new trees, proven varieties and an organization with the knowledge and skills to provide them with the ute to the success
of reforestation projects within communities. In order to complete successful tree planting programs, cities can rely on us to locate, acquire and purchase different tree species.

As part of our Corporate Capability, we are financially able to purchase large quantities of trees for planting projects. Being familiar with over 50 nurseries in California, allows us to obtain the best tree available from a broad and plentiful stock. The process by which we obtain trees is quite simple: First, we utilize our database of nurseries, and contact several of them requesting specific trees with their prices.

Upon locating the availability of trees, we then perform a tree pre-inspection at the nursery. When time is of the essence, nurseries will provide us with photos either by mail or by e-mail for our review. Once the trees are
purchased, and depending on the size of the project, we have them delivered to our facility in Placentia, Brea, or if possible, at a staging area within the City. It is through this process that we have planted an average of 14,000
trees for all of our customers each year during the past three years.
5 INVENTORY SOFTWARE- ARBORACCESS
Our tree management program sets us apart from other companies.

With nearly 2,000 active users, ArborAccess and our mobile app will help you easily manage your urban forest with ease and convenience.

Tree site attributes include location (utilizing GPS coordinates), species type, and parkway size. Features allow you to view and edit work history records and create work orders directly from the field, all from our secure cloud.

The information contained in ArborAccess is live data that can also be linked directly to a GIS program, such as ArcView, for geo-coding purposes and can assist your City in meeting GASB34 requirements.

ArborAccess provides an unlimited resource of information regarding your urban forest.

SOFTWARE TRAINING
Our IT Department is based out of our corporate office in Anaheim, CA with regional offices located throughout California and Arizona.

Each office has the ability to provide software training to our customers. We are also available to provide training sessions on- -site training is proven to be
effective as it provides a guided hands-on experience.

We offer periodic tree maintenance and management workshops each year. These free workshops are provided to our customers regionally and educate over 250 people annually. They have proven to be a great round-table and networking opportunity for the different agencies in attendance. Presentations are provided by WCA management staff and complimented with guest speakers in the industry. Certified Arborists and Tree Workers who attend are International Society of Arboriculture.

The success of any urban forest program depends on the proper management of information. Unlimited telephone and/or email support is available to answer technical questions and aid staff in the use of the software system. Software training and support is included in the cost associated with the inventory data collection.

WCA has completed 300+ GPS tree inventories.

Ease of use
Create work orders
View tree site details
View work history
View invoices
Mobile app
Live data
GIS/GPS mapping

ARBORACCESS FEATURES

LIST TRACKING SYSTEM
The List Tracking Report in ArborAccess is a useful tool in the management of incoming work. This report allows both parties to track specific jobs as they are ordered by the City. Proper use of this system enables the City and WCA to track the completion of work that is ordered.

MANAGEMENT

INFORMATION
DBH Frequency
Height Frequency
District Frequency
Species Frequency (sample above)
All Tees at an Address
Estimated Tree Value

BILLING
WCA, Inc. operates a modern invoicing system that is updated on a daily basis. Progress billings will be submitted to the Customers on a bi-weekly basis, unless otherwise requested. Invoices will reflect an amount complete for the billing period, along with a year-to-date total for that job. Each billing will include a listing of completed work by address, tree species, work performed and appropriate data acceptable to the customer. This information will be supplied in hardcopy and immediately accessible on ArborAccess. Job balances reflecting the percent of completion for each job can be viewed on ArborAccess.

SAMPLE MANAGEMENT TOOLS

DETAILED TREE SITE CHARACHTERISTICS
The advanced technology provides a valuable tool to urban forestry professionals by displaying specific tree site information along with a representative photograph of the species type and a
-in quality
control features assist in data accuracy. As maintenance is performed, the work history is updated and accompanied with biweekly invoices. This process eliminates the need for dual-inputting and helps keep the tree inventory current and accurate.

MAINTENANCE RECORDS
Accurate maintenance records for each location oftentimes can assist the City with liability claims. Maintaining a detailed history of the work performed at each location demonstrates good faith in preserving its urban forest. It is imperative that work requests are pulled from the system prior to the work being performed, otherwise inventory accuracy is not guaranteed.

The Species Frequency report can assist your City in
identifying the tree population within the urban forest. This type of information is valuable in the event of an insect infestation, deadly disease, or even estimating future
maintenance costs. In addition, an analysis can be
performed to evaluate the history of the performance of a particular species within your City.

SAMPLE CITY

SPECIES FREQUENCY REPORT

DETAILED REPORTING OPTIONS
Inventory
View Invoices
Job Balances
Green Waste
Work History
Work Type by District

EQUIPMENT
Our modern fleet undergoes daily inspection prior to use to ensure efficiency and safety. All equipment is routinely serviced, painted, and detailed. All equipment used during the duration of this project will meet state and federal safety requirements and have all up-to-date certifications as required.

CHP Biennial Inspection of Terminal Certification
We have successfully been awarded the CHP Biennial Inspection Award of Recognition. This inspection has assisted our company in instituting several safety programs, as well as our Preventative Maintenance Program utilized by our in-house fleet department. The inspection reviews our vehicle maintenance and repair records, our procedural methods and policies for vehicle maintenance and operations. This certification ensures that our vehicles operate safely. 1250+ Modern Fleet consisting of
1250+
NetworkCar Fleet Solutions
WCA has partnered with NetworkCar Fleet Solutions to provide GPS units on all vehicles and equipment. This investment has given us and our customers the following benefits:

Provide faster response times and more efficient routing allowing us to service more customers
Lower operational costs by optimizing our fleet size,
reducing labor, overtime, and insurance, and minimizing costly vehicle repairs
Decrease fuel use by monitoring fleet fuel economy and
saving on unnecessary fuel expenditures
Reduce emissions by helping drivers improve their habits such as speed and idle time, and reducing total miles driven which will significantly reduce harmful greenhouse gas
emissions
Improve dispatching with landmarks and driving directions, GPS units helps us to better dispatch so that we can service more customers, faster
Recover stolen vehicles reducing liability
costs which can be passed on to customers
6 EQUIPMENT LIST SUMMARY:

Pick Up Trucks
Aerial Lift Devices
Dump Trucks
Flat Beds
Forklifts
Arrowboards
ATVs
Stump Grinders
Loaders
Rubber Track Loader
Root Pruners
Rolloff Trucks
Saw Mill
Log Skidder
Back Hoes
Brush Chippers
Cranes
Toyota Prius
Toyota Yaris
Ford CMAX
300
300
15 180
44 8
70 7
55 77
1 2
45 3
1 1
166
6 13
9 4

EQUIPMENT

SUMMARY
REFERENCES/ 7 EXPERIENCE

CURRENT CONTRACT WORK EXPERIENCE
WCA, Inc. understands the challenge that many cities face to reduce the cost of tree maintenance services, while increasing the level of performance. Utilizing our services as a valuable, cost-effective resource, cities are able to provide better services to their community. These contracts cover a range of services from providing Annual Budget: $ 350,000
Contact: George Moring, Parks Maint. Supv.

Address: 37000 Ruth Ellen Way, Murrieta, CA 92653
Phone: (951) 461-6112
Email: [email protected]
CITY OF MURRIETA SINCE 2007
CITY OF CORONA SINCE 2006
Annual Budget: $ 1,200,000
Contact: Moses Cortez, Parks & Landscape Supv.

Address: 755 Corporation Yard Way, Corona, CA 92880
Phone: (951) 817-5728
Email: [email protected]
Annual Budget: $ 400,000
Contact: Paul Stalma, Parks Supervisor
Address: 83-101 Avenue 45, Indio, CA 92210
Phone: (760) 347-1058
Email: [email protected]
CITY OF INDIO SINCE 2006
CITY OF TEMECULA SINCE 2006
Primarily WCA performs tree maintenance services
-owned trees in
the parkways, medians, and Landscape Maintenance
Districts on an as-needed basis.

The City of Corona and WCA have been working together on landscape maintenance districts. The City has initiated a removal project where dead, diseased, and dying trees are being phased out. In turn, the City has been planting over 100 trees annually.
districts consisting of over 10,000 street trees. These trees are maintained on an annual 3-5 year maintenance cycle. All palm tree species are trimmed annually and removals are based on an as needed basis. WCA is a supporter and
the positive letters the City has received, we have gained a reputation as a conscientious tree maintenance firm capable of performing high quality service.

Annual Budget: $ 500,000
Contact: Rodney Tidwell
Address: P.O. Box 9033, Temecula, CA 92589
Phone: (951) 694-6411
Email: [email protected]
Primarily WCA performs tree maintenance services for all of -owned trees. The City currently is on a 3-5
year pruning maintenance cycle. Removals are performed on an as-needed basis. Temecula manages their urban forest by utilizing ArborAccess, the inventory software program
provided by WCA.

CITY OF REDLANDS SINCE 2004
Annual Budget: $ 100,000
Contact: Erick Reeves, Parks Division Coord.

Address: P.O. Box 3005, Redlands, CA 92373
Phone: (909) 798-7853
Email:[email protected]
We provide complete urban forestry management for more
than 38,000 trees, including tree pruning, removals, planting and emergency services. We also provide inventory updates tree removal work records since the beginning of the
contract.

Listed below are current contracts (in alphabetical order) valued over $1,000,000 annually.

These contracts represent WCA corporate capabilities to provide superior and professional work to public agencies.

EXPERIENCE (SIMILAR SIZE & SCOPE)
experience, and equipment to manage Cities and Counties that require a heightened level of attention, expectation and

FIRM EXPERIENCE

CUSTOMER DURATION ANNUAL CONTRACT
AMOUNT
City of Anaheim/Anaheim Utilities Since 2007 $ 1,750,000.00 City of Beverly Hills Since 2000 $ 1,375,000.00
City of Corona Since 2010 $ 1,300,000.00
City of Fullerton Since 1998 $ 1,000,000.00
City of Glendale Since 2015 $ 1,056,000.00
City of Huntington Beach Since 2008 $ 1,000,000.00
City of Long Beach Since 2016 $ 1,200,000.00
City of Palo Alto Since 2016 $ 1,400,000.00
City of Sacramento Since 2015 $ 1,000,000.00
City of San Diego Since 2015 $ 2,000,000.00
City of Santa Ana Since 2015 $ 1,082,000.00
City of Santa Monica Since 2011 $ 1,723,000.00
County of LA Since 2015 $ 4,300,000.00
County of Orange Since 2013 $ 1,800,000.00
Riverside Public Utilities Since 2016 $ 2,000,000.00

EXPERIENCE CURRENT CALIFORNIA CITIES/COUNTIES UNDER CONTRACT WITH WCA

CITY OF AGOURA HILLS

CITY OF ALAMEDA

CITY OF ALHAMBRA

CITY OF ANAHEIM

CITY OF ARTESIA

CITY OF AZUSA

CITY OF BALDWIN PARK

CITY OF BELL

CITY OF BELLFLOWER

CITY OF BEVERLY HILLS

CITY OF BREA

CITY OF BRENTWOOD

CITY OF BUENA PARK

CITY OF BURBANK

CITY OF CAMARILLO

CITY OF CARLSBAD

CITY OF CARMEL-BY-THE-SEA

CITY OF CARPINTERIA

CITY OF CARSON

CITY OF CERES

CITY OF CHINO HILLS

CITY OF CHOWCHILLA

CITY OF CHULA VISTA

CITY OF CITRUS HEIGHTS

CITY OF CLAREMONT

CITY OF COACHELLA

CITY OF CONCORD

CITY OF CORONA

CITY OF CORONADO

CITY OF COSTA MESA

CITY OF COVINA

CITY OF CULVER CITY

CITY OF DANA POINT

CITY OF DAVIS

CITY OF DEL MAR

CITY OF DIAMOND BAR

CITY OF DUARTE

CITY OF EL CAJON

CITY OF EL CERRITO

CITY OF ENCINITAS

CITY OF FILLMORE

CITY OF FONTANA

CITY OF FRESNO

CITY OF FULLERTON

CITY OF GARDEN GROVE

CITY OF GARDENA

CITY OF GILROY

CITY OF GLENDALE

CITY OF GLENDORA

CITY OF HUNTINGTON BEACH

CITY OF IMPERIAL BEACH

CITY OF INDIO

CITY OF IRWINDALE

CITY OF LA CANADA FLINTRIDGE

CITY OF LA HABRA

CITY OF LA MESA

CITY 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 LAGUNA NIGUEL

CITY OF LAKE ELSINORE

CITY OF LAKEWOOD

CITY OF LODI

CITY OF LOMITA

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 MAYWOOD

CITY OF MENLO PARK

CITY OF MILPITAS

CITY OF MISSION VIEJO

CITY OF MONROVIA

CITY OF MONTCLAIR

CITY OF MONTEBELLO

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 NEWARK

CITY OF NORCO

CITY OF NORWALK

CITY OF OAKLEY

CITY OF OCEANSIDE

CITY OF ONTARIO

CITY OF ORANGE

CITY OF OXNARD

CITY OF PALO ALTO

CITY OF PARAMOUNT

CITY OF PERRIS

CITY OF PLACENTIA

CITY OF PLEASANTON

CITY OF POMONA

CITY OF PORTERVILLE

CITY OF POWAY

CITY OF RANCHO PALOS VERDES

CITY OF REDLANDS

CITY OF RIALTO

CITY OF RIVERSIDE

CITY OF ROSEMEAD

CITY OF ROSEVILLE

CITY OF SACRAMENTO

CITY OF SAN BERNARDINO

CITY OF SAN DIEGO

CITY OF SAN DIMAS

CITY OF SAN FERNANDO

CITY OF SAN GABRIEL

CITY OF SAN JACINTO

CITY OF SAN JOSE

CITY OF SAN JUAN CAPISTRANO

CITY OF SAN MARCOS

CITY OF SAN RAMON

CITY OF SANTA ANA

CITY OF SANTA BARBARA

CITY OF SANTA CLARA

CITY OF SANTA FE SPRINGS

CITY OF SANTA MARIA

CITY OF SANTA MONICA

CITY OF SANTA PAULA

CITY OF SANTEE

CITY OF SIERRA MADRE

CITY OF SIGNAL HILL

CITY OF SOLANA BEACH

CITY OF SOUTH PASADENA

CITY OF SOUTH SAN FRANCISCO

CITY OF STOCKTON

CITY OF SUNNYVALE

CITY OF TEMECULA

CITY OF TEMPLE CITY

CITY OF THOUSAND OAKS

CITY OF TORRANCE

CITY OF TRACY

CITY OF TULARE

CITY OF TUSTIN

CITY OF UNION CITY

CITY OF UPLAND

CITY OF VENTURA

CITY OF VICTORVILLE

CITY OF VISALIA

CITY OF VISTA

CITY OF WALNUT

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 FRESNO

COUNTY OF LOS ANGELES

COUNTY OF MONTEREY

COUNTY OF ORANGE

COUNTY OF RIVERSIDE

COUNTY OF SAN BERNARDINO

COUNTY OF SAN DIEGO

COUNTY OF SAN JOAQUIN

COUNTY OF TULARE

COUNTY OF YOLO

TOWN OF ATHERTON

TOWN OF LOS GATOS

CHP

CERTIFICATION
Our company has been assigned CHP Carrier Number CA68562 in the California Highway Patrols Management Information System of Terminal Evaluation Records (MISTER), which is an automated file pertaining to the motor carriers operating in the State of California. MISTER gives the CHP immediate access to emergency information about our company and enhances the CHPs capability to monitor the overall safety operations of our company. Certificate below is valid for 01/31/1901/31/23

CONTACT THE CORPORATE OFFICE FOR THE FOLLOWING DEPARTMENTS Toll Free (800) 521-3714 SAFETY Ernesto Macias (714) 991-1900 ext. 162 Safety & Claims Manager (714) 713-0269
[email protected]
CLAIMS Veronica King (714) 412-3647
Claims Supervisor (714) 991-1900 ext. 102
[email protected]
Angie Alcantara (714) 412-7194
Claims Coordinator (714) 991-1900 ext. 117
[email protected]
TRAINING Dane Jensen (714) 225-8407
Training Manager (714) 991-1900 ext. 170
[email protected]
HUMAN RESOURCES Eliz Parra (714) 991-1900 ext. 140
Human Resource Supervisor (714) 920-3685
[email protected]
Ana Cruz (714) 991-1900 ext. 158
Human Resources Assistant [email protected]
FIELD OPERATIONS Andrew Trotter (714) 920-1262
Vice President [email protected]
Jason Pinegar (408) 210-6415
Vice President [email protected]
EMERGENCY 911
When you call 911, be prepared to answer the call-taker's questions, which may include:

The location of the emergency, including the street address The phone number you are calling from
The nature of the emergency
Details about the emergency, such as a physical description of a person who may have committed a crime, a description of any fire that may be burning, or a description of injuries or symptoms being experienced by a person having a medical emergency.

Injury & Illness Prevention Program (IIPP)

PURPOSE
West Coast Arborists, Inc. are committed to the safety and health of our employees and know that our strength as a company is only as good as the strength of each individual. We strive to place safety and health above all else and will involve all workers at every level in establishing, implementing, and evaluating our efforts. This written Injury & Illness Prevention Program (IIPP) is intended to reduce the severity of jobrelated illnesses and injuries at this company. It is our intent to comply with the requirements of the state of California laws and Section 3203 of the General Industry Safety Orders.

MANAGEMENT COMMITMENT Our commitment to safety and health shows in every decision we make and every action we take, which is why we've established workplace objectives for injury and illness prevention. As a company, our safety goals are to prevent injuries, illnesses and accidents in the workplace. The primary purpose of the program is to insure the safety and health of West Coast Arborists, Inc. employees and provide a safe and healthful work environment. The following Injury and Illness Prevention Program Administrator(s) coordinates the program elements for our company:

This person(s) is responsible for setting up and managing the program so that managers, supervisors, and employees know what the company expects. The Program Administrator(s) is accountable for meeting these responsibilities when we conduct the yearly performance evaluations. He/She has the authority (delegated ability to take action) to carry out his/her duties in a timely manner so that progress is made in meeting program goals. He/She is also provided with sufficient resources, information, and training to meet those responsibilities.

The Management Team has examined our existing policies and practices to ensure that they encourage and do not discourage reporting and participation in our program. In this way, early reporting of injuries, illnesses, and hazards, as well as meaningful employee participation in the program are more likely to occur. The reporting of injuries, illnesses, and hazards are especially important because the success of the program depends on such reporting.

The Management Team reviews all incentive programs to ensure that they are designed to reward safe work practices, such as, active participation in the program, the identification of hazards in the workplace, and the reporting of the early signs and symptoms of illnesses, rather than to reward employees for having fewer injuries or illnesses.

Managers and Supervisors are responsible for implementing and maintaining the Injury and Illness Prevention Program in their work areas and for answering worker questions about the program. A copy of this program is available from each manager and supervisor.

SAFETY COMMUNICATION
In an effort to open the lines of communication between management and employees, we've established a system that allows a continuous flow of safety and health information that is readily understandable by all affected employees.

The Safety Manager and Training Coordinator communicate with employees weekly, monthly and quarterly about the program, so they have the information necessary to protect themselves from hazards and have effective input into the operation of the program. We realize that it is essential to keep our employees informed on matters relating to occupational safety and health while encouraging them to inform management of hazards in the workplace without fear of reprisal. That is why we've implemented a communication system that includes: WCA mobile safety tips, weekly tailgates, monthly crew meetings, monthly supervisory meetings Administrator Responsibility & Authority Information & training Resources Provided Ernesto Macias,
Safety Manager
Compliance, Communication,
Hazard Assessment, Accident/
Exposure Investigation, Hazard
Correction, Recordkeeping
Certified Treecare Safety Professional, Certified Society Human Resources Professional TCIA, SHRM, ISA,

OSHA, ANSI, ATTSA
Dane Jensen,
Training Coordinator
Recordkeeping, Training and Instruction Certified Treecare Safety Professional, TRAQ Qualified, CPR/First Aid Instructor

TCIA, ISA, OSHA, ANSI,
ATTSA
held with management to discuss safety problems and accidents that have occurred, employee safety suggestion, these notices are given to all employees at meetings and when requested by employees.

LABOR/MANAGEMENT SAFETY AND HEALTH COMMITTEE
We've elected to use a labor/management safety and health committee to ensure that a continuous flow of information is maintained. This committee meets monthly and is responsible for reviewing accidents and injury reports on completeness and accuracy to ensure if appropriate policies and procedures were followed to prevent reoccurrence.

EMPLOYEE PARTICIPATION AND INFORMATION
All of our employees, including managers and supervisors, are trained and expected to follow the general safe and healthful work practices and work practices specifically developed for their jobs. In addition, they must understand our safety and health reporting system, so that reports are received in a timely and systematic manner.

To ensure employee compliance with safe work practices, we've developed the following recognition methods to motivate employees to put our safety rules and work procedures into practice: crew lunches, safe crew of the month by region, employee of the month, safe crew visit handouts.

Our company also holds employees accountable if they violate safety and health rules or safe work practices. Our disciplinary procedures are as follows depending on the severity of the violation and if there is a recurrence of the safety violation, it will determine the following action(s) to be taken: verbal warning, written warning, 1-day suspension, 3-day suspension and/or termination. WCAs Human Resource Department, utilizing the managers from other departments throughout the company, is responsible for enforcing discipline and ensuring proper records of disciplinary action are maintained and available for reference.

A copy of Cal/OSHA's Injury and Illness Prevention Program regulation, Section 3203, and other information is accessible to all employees at the corporate office located at 2200 E. Via Burton, Anaheim, CA. 92806.

However, this information does not include confidential or private information that is of a personal nature, such as medical records.

While we provide opportunities for employee participation, we also comply with the National Labor Relations Act.

SAFETY AND HEALTH REPORTING
Our safety and health reporting system ensures that all front-line Supervisors and the Safety Manager receives and promptly responds to the report, evaluates the report to determine whether an injury or illness has occurred, and takes corrective action as Cal/OSHA regulations require and where appropriate. When determining whether an employee who has experienced signs or symptoms of an injury or illness actually has an injury or illness, we have the employee evaluated, at no cost to the employee, by an approved medical provider.

We use the following method for reporting job-related injuries, illnesses, fatalities, near-misses, and hazards:

Written incident reports, e-mail, phone calls, text messages to the Claims Department. Our reporting method allows for anonymous notification of near-misses and hazards that do not involve job-related injury, illness, or fatality. All employee reports (whether or not they are anonymous) are taken seriously by the company. If an injury, illness, fatality, near-miss, or hazard has occurred, we will identify, assess, and control the hazard(s).

HAZARD IDENTIFIATION AND ASSESSMENT
Before existing and potential hazards can be prevented and controlled, they must be identified and assessed. It is critical that this be done for the entire workplace. The Safety Manager reviews existing safety and health records on a weekly and monthly basis.

The Safety Manager, Safety Inspectors, Area Managers, Supervisors and/or Foremen perform hazard inspections on a daily, weekly, monthly basis. This person/team has a thorough knowledge of the work being performed and the regulations that apply. Inspections are conducted with job briefings and crew evaluations.

The Safety Manager and the head of the department identifies and evaluates hazards before we change procedures, or change design, or purchase equipment, materials, or processes. This is called proactive safety, and the concept encompasses facilities, hardware, equipment, tooling, materials, layout and configuration, energy controls, environmental concerns, and products.

In addition, the Safety Manager will investigate each work-related fatality, serious injury or illness, or nearmiss having the potential to cause death or serious physical harm.

The Safety Manager is responsible for determining what repairs or corrections need to be made and assigning responsibility to get them done. Once corrected, all hazards are reassessed.

HAZARD PREVENTION AND CONTROL
Once hazards are identified and assessed, they must be eliminated or controlled. Job hazard controls are engineering, administrative, and/or work practice controls used to eliminate or materially reduce hazards.

While engineering controls, where feasible, are the preferred method, administrative and work practice controls also may be important in addressing hazards. Personal Protective Equipment (PPE) may also be used to supplement engineering, work practice, and administrative controls, but may only be used alone where other controls are not feasible.

Ultimately, we implement job hazard controls to bring our facility into compliance with the California Occupational Safety and Health Act of 1973 and Cal/OSHA regulations. Generally, this means coming to one of three ends:

1. The hazards are materially reduced using the incremental abatement process;

2. The hazards are reduced to the extent feasible, and then the Safety Manager periodically looks to see whether additional controls are feasible and, if so, he/she implements them promptly; or

3. The hazards are eliminated.

When hazards are observed or discovered or when hazards are imminent, our company follows these steps for hazard control: immediate shutdown of job site and hazard is removed, repaired or replaced. Additional training is provided when necessary.

ACCIDENT/EXPOSURE INVESTIGATIONS
Although every effort is made to prevent workplace injuries and illnesses, we realize that accidents involving injuries and illnesses can happen, and we are prepared to handle these unexpected situations. If an accident or near-miss occurs in our establishment, the Foreman, Supervisor, Area Manager, Safety Inspector and/or Safety Manager is responsible for conducting a thorough accident investigation to identify the cause(s), as well as the steps that must be taken to correct the situation.

Our company follows these steps when investigating an accident (involving an occupational injury, illness, fatality, or exposure to a hazardous substance) or near-miss occurrence: an incident report is filled out by the person conducting the investigation and is reviewed by Supervision and/or the Safety Manager.

TRAINING
Training is one of the most important elements of our Injury and Illness Prevention Program because it allows employees to learn their jobs properly, brings new ideas into the workplace, reinforces existing ideas and practices, and puts our program into action.

All of our employees, which include managers, supervisors, and workers, know about the establishment and success of our Injury & Illness Prevention Program.

They understand the importance of establishing and maintaining safe and healthful working conditions and their roles in this effort. Under no circumstances may an employee work in job assignments for which training is required until he/she has successfully completed the proper training. This includes all existing and new employees.

However, if an employee has received training in certain required topics within the last three (3) years, initial training in those specific topics may not be required. Before we can meet the prior training exception, the Training Coordinator must be able to demonstrate that the employee has retained sufficient knowledge to meet the requirements for initial training. He/She determines this by reviewing employees application and verification of past experience, discussion with employee, and/or testing.

To be clear, training and instruction is provided:

When this program is first established;
To all new employees;
To all employees given new job assignments for which training has not previously been received; Whenever new substances, processes, procedures, or equipment are introduced to the workplace and represent a new hazard;
Whenever we are made aware of a new or previously unrecognized hazard; and To supervisors to familiarize them with the safety and health hazards to which employees under their immediate direction and control may be exposed; and
To all workers with respect to hazards specific to each employee's job assignment.

We follow this training and retraining schedule on a monthly and as needed basis to ensure all personal are up to date with state and region training/re-training guidelines and laws.

The Training Coordinator will identify trainees in each set of new employees and make arrangements with department management to schedule training. He/She will also identify those existing employees who need retraining. Foreman, Supervisors, Area Managers and/or the Training Coordinator is responsible for conducting training. His/Her qualifications include certifications from an entity within the training subject and/or on the job experience.

The company training program includes an opportunity for employees to ask questions and receive answers via a physically-present and qualified trainer, e-mail to Training Coordinator or Safety Manager, and/or a phone call to the corporate office at (800)521-3714. This allows employees to fully understand the material presented to them. All training and information is provided in a language the trainee will understand.

TRAINING CERTIFICATION
The Training Coordinator is responsible for keeping records certifying each employee who has successfully completed training. Each certificate may contain all or some of the following: employee name, employee number, date of training, expiration of training, type of training, trainer/evaluator name.

SAFETY AND HEALTH RECORDKEEPING
To reduce or eliminate employee injuries or illnesses, we are committed to learning from past experience and making corrections for future operations. That is why information is gathered and stored so that control procedures can be instituted to prevent injuries or illnesses from recurring.

The records we maintain include the following:

PROGRAM EVALUATION
It is inherent that problems may occasionally arise in this written Injury & Illness Prevention Program. Although we may not be able to eliminate all problems, we try to eliminate as many problems as possible to improve employee protection and encourage safe work practices. By having our Program Administrator(s) thoroughly evaluate and revise our written Injury & Illness Prevention Program in a timely manner, we can eliminate problems effectively and ensure that our program is appropriate to workplace conditions.

At West Coast Arborists, Inc. our program evaluation is performed by our Program Administrator(s) annually to determine what is working well and what changes, if any, are needed. The evaluation involves reviewing of accidents and injuries of previous year(s), review of company polices, update of any new state and/or federal laws and regulations.

APPENDICES
We have attached the following documents to this written program:

Pre-job Briefing
Crew Evaluation
Incident Report
Safety/Training Sign-In Sheet
Employee Safety Suggestion
Record/Document Details Location Duration
OSHA logs OSHA logs of accidents Corporate office 5 years Incident reports Accident investigations Corporate office 5 years

PRE-JOB BRIEFING

CREW EVALUATION

Administrative Services - Licensing

Page 1 of 1 ends

REPORT TO SUCCESSOR AGENCY
To: Honorable Chair and Members of the Successor Agency From: Jason Simpson, Executive Director
Prepared by: Candice Alvarez, MMC, City Clerk
Date: June 23, 2026
Subject: Minutes of the Regular Successor Agency Meeting of June 9, 2026 Recommendation
Approve the Minutes.

Attachments
Attachment 1 – Draft Minutes
City of Lake Elsinore Meeting Date:

City Council Meeting June 09, 2026
Minutes - Draft
Meeting Time:

Closed Session: 5:00 P.M.

Mayor Magee Open Session: 7:00 P.M.

Mayor Pro Tem Sheridan
Council Member Tisdale Cultural Center
Council Member Manos 183 N. Main Street
Council Member Carroll Lake Elsinore, CA 92530

1. CALL TO ORDER – 5:00 P.M.

The Regular Meetings of the City Council and the Successor Agency were called to order at 5:00 p.m.

2. ROLL CALL

Present: 5 - Council/Agency Members Tisdale and Carroll; Mayor Pro Tem/Vice Chair Sheridan; and Mayor/Chair Magee

Absent: 0 - Council/Agency Member Manos

3. PUBLIC COMMENTS ON CLOSED SESSION ITEMS
There were no speakers.

Council/Agency Member Manos arrived at 5:01 p.m.

4. CITY COUNCIL CLOSED SESSION

4.1 CONFERENCE WITH LABOR NEGOTIATOR
(Gov’t Code Section 54957.6)
City negotiators: City Manager Jason Simpson; Assistant City Manager Shannon Buckley
Employee organization: Lake Elsinore Chapter of Laborer’s International Union of North America, Local 777

4.2 CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APN 378-254-009
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and Herrera Francisco Sanchez Under negotiation: Price and terms of payment
City Council Minutes - Draft June 9, 2026
City of Lake Elsinore Page 2

5. SUCCESSOR AGENCY CLOSED SESSION

4.3 CLOSED SESSION TITLE
(Gov’t Code Section 54956.8)
Property: APNs 373-210-040 and 373-210-042
Agency negotiators: Executive Director Simpson, Assistant Executive Director Buckley, Agency Counsel Leibold
Negotiating parties: Successor Agency of the Redevelopment Agency of the City of Lake Elsinore and Lake Elsinore Storm LP, a California limited partnership Under negotiation: Price and terms of payment

6. RECESS
The City Council recessed into Closed Session at 5:02 p.m.

Mayor Pro Tem/Vice Chair Sheridan left Closed Session at 5:14 p.m., before discussion of the Successor Agency item.

7. RECONVENE - 7:00 P.M.

The Regular Meetings of the City Council and the Successor Agency reconvened at 7:00 p.m.

8. PLEDGE OF ALLEGIANCE
Mayor Magee led the Pledge of Allegiance.

9. ROLL CALL

Present: 5 - Council/Agency Members Tisdale, Manos, and Carroll; Mayor Pro Tem/Vice Chair Sheridan; and Mayor/Chair Magee

Absent: 0 - None

10. CLOSED SESSION REPORT
City Attorney Leibold reported that two City Council and one Successor Agency items were discussed; however, no reportable action was taken.

11. PRESENTATIONS/CEREMONIALS

11.1 America’s 250th Anniversary
Present a Proclamation proclaiming the 250th Anniversary of the United States of America’s Independence.

Mayor Magee presented the Proclamation to Joyce Hohenadl and the Daughters of the American Revolution.

City Council Minutes - Draft June 9, 2026
City of Lake Elsinore Page 3

12. PUBLIC COMMENTS - NON-AGENDIZED ITEMS - 1 MINUTE
Harvey Ryan was called to speak.

13. CITY COUNCIL CONSENT CALENDAR
Moved by Council Member Manos, seconded by Council Member Carroll to approve the City Council Consent Calendar. The motion carried by the following vote:

Yes (5): Council Members Tisdale, Manos, and Carroll; Mayor Pro Tem Sheridan; and Mayor Magee
Absent (0): None
Carried (5 to 0)

13.1 Minutes of the Regular City Council Meeting of May 26, 2026 Approve the Minutes.