GENERAL SERVICE AGREEMENT
This Agreement is made and entered into this ____ day of ______________, 2023, by and between the CITY OF MANTECA, a public body, corporate and politic ("City") and WEST COAST ARBORISTS, INC., a C corporation ("Consultant").
RECITALS
A. West Coast Arborists, Inc. is specially trained, experienced, and competent to perform the professional services required by this Agreement.
B. West Coast Arborists, Inc. possesses the skill, experience, ability, background, certification, and knowledge to provide the services described in this Agreement on the terms and conditions specified herein.
C. City desires to retain West Coast Arborists, Inc. to render the professional services set forth in this Agreement.
AGREEMENT
1. Scope of Services. West Coast Arborists, Inc. shall perform the On-Call Tree Trimming services described in the attached Attachment 1 that is incorporated by this reference, and pursuant to the Proposal submitted by West Coast Arborists, Inc. dated November 8, 2023, and attached hereto as Attachment 2. West Coast Arborists, Inc. shall provide these services at the time, place, and in the manner specified in Attachment 1, subject to the direction of the City through its staff that may be provided from time to time. Performance of the On-Call Tree Trimming services is sometimes referred to herein as “the Project.”
2. Work Through City Staff. West Coast Arborists, Inc. shall perform its services pursuant to this Agreement solely through City staff. No communications, information or documentations shall be made directly to any applicant to the City without the prior written consent of the City. This shall not apply to the sole request of information or clarification of information by West Coast Arborists, Inc. from the applicant. All requests shall be noted to City in an expeditious manner.
3. Time of Performance. West Coast Arborists, Inc.’s services will commence upon execution of this Agreement and shall be completed in accordance with the Schedule of Activities, attached hereto as Attachment 3. All work shall be completed no later than January 31, 2026. Failure to submit work products in accordance with the Schedule of Activities may result in the City withholding progress payments. Repeated failure to complete work products in accordance with the Schedule of Activities may result in a reduction of the total compensation provided for in Section 4 herein.
4. Compensation. Without additional authorization from the City, compensation to be paid to West Coast Arborists, Inc. shall not exceed EIGHT HUNDRED THOUSAND DOLLARS ($800,000.00). Payment by City under this Agreement shall not be deemed a waiver of any defects, even if those defects were known to the City at the time of payment. 1 ATTACHMENT 3
5. Method of Payment. West Coast Arborists, Inc. shall submit monthly billings to City specifying and describing the work performed during the preceding month. West Coast Arborists, Inc.'s bills shall include a brief description of the services performed, the date the services were performed, the number of hours expended and by whom, and a description of any reimbursable expenditures. Full payment of each task will only be made at such time as each task is completed.
City shall pay West Coast Arborists, Inc. no later than 30 days after approval of the monthly invoice by City staff. Payments may be delayed by City if West Coast Arborists, Inc. fails to provide services in accordance with the Schedule of Activities, unless the City has provided prior written consent to any delay in the schedule.
6. Extra Work. At any time during the term of this Agreement, City may request that West Coast Arborists, Inc. perform Extra Work. As used herein, the term "Extra Work" means any work that is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the time of execution of this Agreement. West Coast Arborists, Inc. shall not perform, nor be compensated for, Extra Work without the City’s prior written authorization.
7. Termination. This Agreement may be terminated by the City immediately for cause, or by either party without cause upon 15 days’ prior written notice of termination. Upon termination, West Coast Arborists, Inc. shall be entitled to compensation for services performed up to the effective date of termination upon submittal of an invoice for same.
8. Ownership of Documents; Confidentiality.
A. All plans, studies, documents, and other writings prepared by and for West Coast Arborists, Inc., its officers, employees, agents, and subcontractors in the course of implementing this Agreement, except working notes and internal documents, shall become the property of City upon payment to West Coast Arborists, Inc. for such work. City shall have the sole right to use such materials in its discretion without further compensation to West Coast Arborists, Inc. or to any other party. West Coast Arborists, Inc. shall, at West Coast Arborists, Inc.'s expense, provide such reports, plans, studies, documents and other writings to City upon written request by City. West Coast Arborists, Inc. shall not be responsible for any unauthorized modification or use of such information for other than its intended purpose.
B. All memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other documents and data, either created by or provided to West Coast Arborists, Inc. in connection with the performance of this Agreement, shall be held confidential by West Coast Arborists, Inc. These materials shall not, without the City’s prior written consent, be used by West Coast Arborists, Inc. for any purposes other than the performance of the services under this Agreement. Nor shall these materials be disclosed to any person or entity not connected with the performance of services under this Agreement. Nothing furnished to West Coast Arborists, Inc. that is otherwise known to West Coast Arborists, Inc., or is generally known, or has become known to the related profession shall be deemed confidential. West Coast Arborists, Inc. shall not use City's name or insignia, photographs relating to the Project for which West Coast Arborists, Inc.'s services are rendered, or any publicity pertaining to the West Coast Arborists, Inc.'s services under this Agreement in any 2 ATTACHMENT 3
magazine, trade paper, newspaper, television or radio production, or other similar medium without the City’s prior written consent.
9. Consultant's Books and Records.
A. West Coast Arborists, Inc. shall maintain 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 years, or for any longer period required by law, from the date of final payment to West Coast Arborists, Inc. under this Agreement.
B. West Coast Arborists, Inc. shall maintain all records that document performance under this Agreement for a minimum period of three 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 any of these officers. Copies of such documents shall be provided to 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 West Coast Arborists, Inc.'s address specified in Section 16 of this Agreement.
D. Where City has reason to believe that records or documents may be lost or discarded due to the dissolution or termination of West Coast Arborists, Inc.'s business, City may, by written request, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to these records and documents shall be granted to any party authorized by West Coast Arborists, Inc., West Coast Arborists, Inc.'s representatives, or West Coast Arborists, Inc.'s successor-in-interest.
10. Independent Contractor. In the performance of the work and services required by this Agreement, West Coast Arborists, Inc. shall act as and be an independent contractor and not an agent, or employee of the City. West Coast Arborists, Inc. shall obtain no rights to retirement or other benefits that accrue to City's employees, and West Coast Arborists, Inc. expressly waives any claim it may have to any such rights.
11. Interest of Consultant.
A. West Coast Arborists, Inc. represents that neither it nor any employee has any investment or interest in real property, and shall not acquire any such interest, direct or indirect, within the area covered by this Agreement, or any other source of income, interest in real property, or investment that would be affected in any manner or degree by the performance of West Coast Arborists, Inc.'s services hereunder. West Coast Arborists, Inc. further represents that, in the performance of its duties hereunder; no person having any such interest shall perform any services under this Agreement.
B. West Coast Arborists, Inc. is not a designated employee within the meaning of the Political Reform Act because West Coast Arborists, Inc.:
3 ATTACHMENT 3
(1) will conduct research and arrive at conclusions with respect to its 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
(2) possesses no authority with respect to any City decision beyond the rendition of information, advice, recommendation, or counsel. (FPPC Reg. 18700(a)(2).)
12. Professional Ability of Consultant.
A. City is relying upon the professional training and ability of West Coast Arborists, Inc. to perform the services hereunder as a material inducement to enter into this Agreement. West Coast Arborists, Inc. shall therefore provide skilled professional and technical personnel to perform all services under this Agreement. All work performed by West Coast Arborists, Inc. shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in West Coast Arborists, Inc.'s field of expertise.
B. The primary provider of the services required by this Agreement shall be West Coast Arborists, Inc. A list of individuals assigned to the Project will be provided to City for its review and approval, and these individuals shall not be replaced without the City’s prior written consent.
13. Compliance with Laws. West Coast Arborists, Inc. shall use the customary standard of care in its profession to comply with all applicable federal, state, and local statutes, codes, ordinances, and regulations.
14. Licenses. West Coast Arborists, Inc. represents and warrants to City that it has all licenses, permits, qualifications, insurance, and approvals that are legally required of West Coast Arborists, Inc. to practice its profession. West Coast Arborists, Inc. represents and warrants to City that West Coast Arborists, Inc. 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 that are legally required of West Coast Arborists, Inc. to practice its profession.
15. Indemnification and Hold Harmless. West Coast Arborists, Inc. agrees to defend, indemnify, and hold harmless the City, its officers, officials, agents, employees, and volunteers, from and against any and all claims, demands, actions, losses, damages, injuries, and liability, direct or indirect (including any and all costs and expenses in connection therewith), arising out of West Coast Arborists, Inc.’s performance of this Agreement, or West Coast Arborists, Inc.’s failure to comply with any of its obligations contained in this Agreement; excluding, however, any claim arising out of the active negligence or willful misconduct of the City, its officers, agents, employees, or volunteers.
16. Insurance Requirements.
A. Job specific insurance requirements can be found on the attached Attachment 4.
Other insurance provisions can be found below:
4 ATTACHMENT 3
B. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing an A.M. Best's rating of no less than A:VII and shall be endorsed with language substantially as follows:
(1) The City, it’s elected and appointed officers, officials, employees, agents and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the West Coast Arborists, Inc., including materials, parts, or equipment furnished in connection with such work.
(2) The policy shall be considered primary insurance as respects the City, its elected and 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. (3) The insurance shall apply to 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. (4) The insurer waives all rights of subrogation against the City, its elected and appointed officers, officials, employees, and agents. (5) Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected and appointed officers, officials, employees, agents, or volunteers.
(6) The insurance provided by the policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after 30 days written notice has been received by the City.
(7) The City will not accept any endorsements that were issued in 2004. Acceptable endorsement forms are CG 20 10 11 85 or both CG 20 10 10 01 and CG 20 37 10 01.
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, Consultant shall demonstrate financial capability for payment of those deductibles or self-insured retentions.
D. Certificates of Insurance. West Coast Arborists, Inc. shall provide to City certificates of insurance with original endorsements as evidence of the required insurance coverage. Certificates of 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. 5 ATTACHMENT 3
If to City: City of Manteca
1001 W. Center Street
Manteca, CA 95337
Attention: Nicholas Karastathas
If to Consultant: West Coast Arborists, Inc.
3625 E Stevenson Avenue
Stockton, Ca. 95205
Attention: Cal Haupt
18. Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between the City and Consultant. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in their entirety by this Agreement.
19. Amendments. This Agreement may be amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney.
20. 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 West Coast Arborists, Inc. Assignments of any or all rights, duties, or obligations of the West Coast Arborists, Inc. under this Agreement will be permitted only with the express written consent of the City. West Coast Arborists, Inc. shall not subcontract any portion of the work to be performed under this Agreement without the written authorization of the City. If City consents to such subcontract, West Coast Arborists, Inc. shall be fully responsible to City for all acts or omissions of the subcontractor. Nothing in this Agreement shall create any contractual relationship between City and subcontractor nor shall it create any obligation on the part of the City to pay any monies due to any such subcontractor other than as may be required by law.
21. Waiver. Waiver of any breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach or default of the same or any other provision under this Agreement.
22. Severability. If any provision 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.
23. Controlling Law; Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California, and any legal action relating to this Agreement shall take place in the Superior Court, County of San Joaquin.
24. 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.
25. 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 shall divide the costs of mediation equally. If the parties 6 ATTACHMENT 3
are unable to agree upon a mediator, the dispute shall be submitted to JAMS/ENDISPUTE ("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.
26. Execution. 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 has been signed by both parties.
27. Authority to Enter Agreement. West Coast Arborists, Inc. warrants that it has all requisite power and authority to conduct its business and to execute, deliver, and perform this Agreement. Each party warrants to the other that the signatories to this Agreement have the legal power, right, and authority to enter into this Agreement and to bind each party.
28. Prohibited Interests.
A. West Coast Arborists, Inc. warrants that it has not employed or retained any person, other than a bona fide employee working solely for West Coast Arborists, Inc., to solicit or secure this Agreement. Further, West Coast Arborists, Inc. warrants that it has neither paid nor agreed to pay any person, other than a bona fide employee working solely for West Coast Arborists, Inc., any fee, commission, percentage, brokerage fee, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For any breach or violation of this warranty, City shall have the right to rescind this Agreement without liability.
B. For the term of this Agreement, no member, officer, or employee of City, during the period 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.
29. Equal Opportunity Employment. West Coast Arborists, Inc. 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.
30. Precedence. In case of conflict between West Coast Arborists, Inc.’s Proposal/West Coast Arborists, Inc.’s attachments and the City’s Agreement/City’s attachments, the City’s Agreement and City’s attachments shall take precedence over West Coast Arborists, Inc.’s proposal/West Coast Arborists, Inc.’s attachments.
end
7 ATTACHMENT 3
TO EFFECTUATE THIS AMENDMENT, each of the parties has caused this Agreement to be executed by its duly authorized representative as of the date set forth in the introductory paragraph on page 1 above.
CITY OF MANTECA: CONSULTANT:
WEST COAST ARBORISTS, INC.
_________________________________ ___________________________________ Toni Lundgren (Type name of Consultant/form of organization)* City Manager
ATTEST: By: ___________________________________
(Signature)
Patrick Mahoney, President
_________________________________ ___________________________________ Cassandra Candini-Tilton, (Type name and title)
Director of Legislative Services
COUNTERSIGNED: By: ___________________________________
(Signature)
Richard Mahoney, Secretary
_________________________________ ___________________________________ Shay Narayan, (Type name and title)
Director of Finance
COUNTERSIGNED: Address:
3625 E. Stevenson Ave
Stockton, Ca. 95205
_________________________________
Jose Jasso, Telephone: (209) 547-0297
Assistant City Manager Email: [email protected]
Authorized Signatory for Human Resources
APPROVED AS TO FORM:
_________________________________
L. David Nefouse,
City Attorney
8 ATTACHMENT 3
ATTACHMENT 1
REQUEST FOR PROPOSAL
The City requested and received quotes from:
To best serve the City of Manteca’s needs and following the City’s Purchasing Policy, the Public Works Department released a Request for Proposal (RFP) on October 2, 2023 with Proposals due November 13, 2023.
9 ATTACHMENT 3
ATTACHMENT 2
CONSULTANT’S PROPOSAL
10 ATTACHMENT 3
City of Manteca
Tree Trimming and Tree Removal
11 ATTACHMENT 3
Client Name / RFP Name
Client Name / RFP Name
2 Setting the Gold Standard
Table of Contents
LETTER OF TRANSMITTAL ................................................................................................................. 3 TECHNICAL APPROACH TO SCOPE OF SERVICES ....................................................................... 4 COMPANY QUALIFICATIONS ......................................................................................................... 5 Company Introduction ........................................................................................................... 5 Implementation, Quality Control and Safety ....................................................................... 7 Technology and Information ................................................................................................ 14 Equipment List ........................................................................................................................ 17 REFERENCES & EXPERIENCE ......................................................................................................... 19 PROPOSER’S STAFF ....................................................................................................................... 22 APPENDICES .................................................................................................................................. 27 Proposer's Information Form – Appendix B.......................................................................... 28 Cost Proposal Pricing Sheet – Appendix C ......................................................................... 29 Addendum Receipt – Appendix E....................................................................................... 30 12 ATTACHMENT 3
13 ATTACHMENT 3
Client Name / RFP Name
Client Name / RFP Name
4 Setting the Gold Standard
TECHNICAL APPROACH TO SCOPE OF SERVICES
Grid Tree Pruning
Grid tree pruning is based on pruning in pre-designed districts, or grids on a set cycle and in its entirety. This includes pruning all trees (small, medium and large-sized.) Pruning will include structural pruning, crown raising, and slight crown cleaning in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and shall have no more than 15% of the live foliage removed at a given time.
Special Request Tree Pruning
Special Request Tree Pruning includes tree maintenance services on designated tree(s) as ordered by the City’s Arborist or designee. This category of pruning may include structural pruning, crown raising, crown cleaning and/or pruning to restore the crown. Whichever work type is ordered by the City, pruning will be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards and the Best Management Practice, Tree Pruning Guidelines. Trees that are identified for a Special Request Tree Prune shall have approximately 25% of the live foliage removed at a given time.
Pruning to reduce the tree’s crown (or Crown Reduction Pruning) may be performed when conditions within the crown of a hardwood tree are such that the overall canopy mass and excessive wood weight needs to be reduced. This type of prune is performed when the City’s primary objective is to maintain or improve tree health and structure and will be charged at the Crew Rental rate as agreed upon by the City and WCA.
Tree and Stump Removal Operations
With a minimum of 48 hours advanced notice, WCA will inform Underground Service Alert of the location of work for the purpose of identifying any and all utility lines. The removal process consists of lowering limbs delicately onto the ground to prevent any hardscape damage. Immediately following the removal, the stump will be ground down, if ordered to do so and with proper USA notification. Our standard stump grinder is the Vermeer SC802. This stump grinder is ideal for any size job and can be used to grade large stumps. We also use the Dosko SC69 stump grinders.
These are intended to remove tree stumps and exposed root systems close to ground level. Tree removal and stump removal are to be charged separately in accordance with the contract.
Crew Rental
Due to our vast amount of resources, including our specialty equipment and qualified personnel we are able to extend our commitment to our customers by providing various miscellaneous services outside of the most common tree maintenance services:
• Misc. use of aerial towers and cranes (including equipment rental) • Crown reduction
• Crown restoration
Emergency Response
We are prepared for emergency calls 24 hours a day, 7 days a week, including holidays. The toll free number is 866-LIMB-DOWN (866-546-2369). This number will be provided to the Agency, Police Department and/or Fire Department. Our emergency response team will do what is necessary to render the hazardous tree or tree-related condition safe until the following workday. 14 ATTACHMENT 3
Client Name / RFP Name
Client Name / RFP Name
5 Setting the Gold Standard
COMPANY QUALIFICATIONS
Company Introduction
WEST COAST ARBORISTS, INC. (WCA)
is a family-owned and operated union company employing over 1,200 full-time employees providing tree maintenance and management services. We are proudly serving over 350
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
As a corporate citizen, WCA’s responsibility and accountability are to the communities where we 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 saves our customer’s valuable time and is far more cost effective if we do our work properly the first time. We are committed to courteous and prompt customer service to fully resolve any issue.
COMPANY INFORMATION
President: Patrick Mahoney
Organization Type: Corporation
Established: 1972
Federal Tax ID: 95-3250682
DIR Registration: 1000000956
Members of Laborers’ Union:
LiUNA!
SAM Entity ID: CFJMVMJ9NSD1
Website: wcainc.com
CORPORATE OFFICE
2200 E. Via Burton St.
Anaheim, CA 92806
REGIONAL OFFICES
Escondido, CA
Fresno, CA
Indio, CA
Ontario, CA
Phoenix, AZ
Riverside, CA
Sacramento, CA
San Diego, CA
San Jose, CA
San Francisco, CA
Santa Clarita, 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
Tim Patterson, Area Manager
3628 E. Stevenson Ave.
Stockton, CA 95205
Phone (209) 547-0297
Fax (209) 547-0385
Email: [email protected]
EMERGENCY RESPONSE 24/7
1-800-LIMB-DOWN
15 ATTACHMENT 3
Client Name / RFP Name
Client Name / RFP Name
6 Setting the Gold Standard
Corporate Capabilities
West Coast Arborists, Inc., is committed to successfully completing each project in accordance with the specifications, budget, schedule and with the highest quality of service. Our customers’ satisfaction is a direct result of our means to carry out each project. Listed below are some of our corporate capabilities, which not only provide a sense of comfort and confidence to our customers, but also assure them of our continuous ability to carry out the duties of managing their urban forest.
• In business continuously and actively since 1972
• Contractor’s License C61/D49,
C27, C31, C21, A & B
• Over $8,500,000 line of credit available
• Annual financial audits available upon request
• Bonded by ARCH, an A+ rated company
• 1,200+ employees
• 350+ contracts with public agencies
• 95+ Certified Arborists
• 155+ Certified Tree Workers
• Drug-free workplace
• 14,000 sq. ft. company-owned
Headquarters (Anaheim)
• Department of Agriculture Nursery license
• Avg. 712,000 trees pruned annually over past 3 years
• Avg. 46,000 trees removed annually over past 3 years
• Avg. 20,000 trees planted annually over past 3 years
• Avg. 250,000 trees inventoried annually over past 3 years • Fully insured with insurance up to $25 million
• Federal Tax ID #95-3250682, current on all taxes and
fillings with state and federal government
• Sales volume over $190 million annually
• Fleet of approximately 1,600 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)
16 ATTACHMENT 3
Client Name / RFP Name
Client Name / RFP Name
7 Setting the Gold Standard
Implementation, Quality Control and Safety
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 equipment
• Public relations
• Proper traffic control
• State-of-the-art communication systems
Area Manager: Tim Patterson
ISA Certification #: WE-12037A
The project Area Manager will be the central point of contact and will work cooperatively with Agency staff, local residents and business owners, etc. The Area Manger will provide overall field supervision and crew management.
Daily Management
Daily management will consist of, but not be limited to:
• Email notification complete with location, crew, equipment type, and work description • Supervise crew personnel to insure proper pruning standards are followed in a safe manner • Traffic control setup and maintenance of work zone
• Ensure work area is left free of debris at the end of shift • Maintain record of work completed each day
• Maintain good public relations at all times
• Provide immediate notification to Agency Inspector upon damage of personal property including a plan for corrective measures to take place within 48 hours Weekly Management
• Weekly management will consist of, but is not limited to:
• Weekly inspection of work completed
• Meet with the Agency to review work schedule and progress • Insure standards of pruning are performed in accordance with Agency specifications • Maintain open communication
Special shifts including
weekends and evenings
can be arranged in
accordance with the
Agency’s specifications.
17 ATTACHMENT 3
Client Name / RFP Name
Client Name / RFP Name
8 Setting the Gold Standard
Public Notification
Upon Agency staff approval, WCA will post a door hanger notice prior to commencement of grid pruning (within 24-48 hours). After tree plantings, door hangers will be provided to residents instructing them on the proper care for their newly planted tree. For more comprehensive outreach we can also submit a press release for special projects or routine maintenance. The Agency may modify the procedures and materials to which we notify residents.
Communication Systems
Our use of modern and reliable communication systems affect our daily job performance by increasing our efficiency. Management and Field Personnel utilize smart phones as both navigational and communication devices in the field. Smart phones have proven to be a convenient method to input data as related to tree inventories, daily work records, timesheets, photos, and billing information; eliminating the need to handwrite data and improving customer service by minimizing response time.
Permits and Licensing
WCA will procure a City Business License as necessary and any “no-fee” permits prior to commencement of work. Permits (i.e., encroachment, traffic control, etc.) requiring fees will be charged back to the Agency.
Right-of-Way
All work will be performed in the public right-of-way. Employees will not utilize private property for eating, breaks or any other reason or use water or electricity from such property without prior written permission of owner.
Cooperation and Collateral Work
WCA will give right to operate within the project to the Agency workers and/other contractors, utility companies, street sweepers, and others as needed in a cooperative effort to minimize interference in daily operations.
Project Site Maintenance
Work site will be left free of debris at the end of each workday. We will not discharge smoke, dust, or any other air containments in quantities that violate the regulations of any legally constituted authority.
Scheduling of Work
The Area Manager is responsible for scheduling work which shall conform to the Agency’s schedule of performance. We
recommend equal distribution of work throughout the course of the fiscal year. Notifications will be provided to residents prior to the start of pruning operations in said area. All work will be performed in a cooperative manner as to cause the least amount of interference or inconvenience.
18 ATTACHMENT 3
Client Name / RFP Name
Client Name / RFP Name
9 Setting the Gold Standard
Workflow Timelines
GRID PRUNING FLOWCHART (Within 30-day Completion)
REMOVAL FLOWCHART (Within 15-day Completion)
PLANTING FLOWCHART (Within 15-day Completion)
EMERGENCY FLOWCHART (Within 1-3 hour Response / 24-hour Completion)
PLANT HEALTH CARE FLOWCHART
19 ATTACHMENT 3
Client Name / RFP Name
Client Name / RFP Name
10 Setting the Gold Standard
Emergency Contacts Sample Planting Door Hanger
In case of emergency AFTER
normal business hours:
866.546.2369
Leave a message, if you do not
receive a call back within 10 minutes,
call the following contacts in order:
Jerry Hedrick, Foreman
714.470.9860
Triston Powers, Foreman
209.345.5426
Juan Laija, Supervisor
209.345.0798
Tim Patterson, Area Manager
209.810.8023
AFTER confirmation from on-call
Manager, you can email multiple
locations to:
[email protected]
Normal Business Hours
714.991-1900
20 ATTACHMENT 3
Client Name / RFP Name
Client Name / RFP Name
11 Setting the Gold Standard
Quality Control
Feedback
WCA regularly receives and tracks feedback from customers and residents as a means to acknowledge good performance and provide prompt resolution for any negative comments.
Every month, a summary of the feedback is then reviewed by the management team.
Customer Service Department
As we work with, or near, the public,
we are mindful that we will most likely
be the first person the public contacts.
We have a full-time 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 Agency Representative immediately upon damage of private property including plans for corrective measures to take place within 48 hours.
Any activities found by the Agency to be unacceptable will be rectified immediately. All other complaints will be abated or resolved within twenty-four (24) hours of the occurrence. We have teams specifically assigned for handling damage to properties, both private and public. Through our communication system, we have the ability to dispatch either of these teams and have them respond immediately to the site for proper repair.
We pride ourselves on professional workmanship to avoid these types of incidents, however, should one occur, we take all appropriate measures to resolve the matter in a timely and efficient manner.
Protection of Public and Private Property
WCA will provide all safety measures necessary to protect the public and worker within the work area. We will maintain good public relations at all times. The work will be conducted in a manner which will cause the least disturbance.
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12 Setting the Gold Standard
Safety & Training
Safety Program
Safety standards are top priority at West Coast Arborists, Inc. Our line of work demands that all work is performed in a manner that provides the maximum safety to the general public as well as our employees. Our crews are instructed to follow the safety standards of ANSI Z133.1 as well as Cal-OSHA requirements. We have one of the most extensive safety training programs in the industry. We provide our employees with state-of -the-art training tools and instructional sessions company wide. Our insurance carriers and Cal-OSHA have recognized us repeatedly for outstanding safety training efforts.
We have a full time Safety & Training Manager, Dane Jensen, that is professionally trained in the field of horticulture. As WCA’s Training Manager, Dane is responsible for staying up-to-date on all tree-related industry standards as related to safety and the wellness of our employees and the public in which we serve. Training materials are regularly reviewed and updated to ensure WCA employees receive the proper education, instruction and hands on experience needed to perform their day to day activities safely and efficiently. Training topics include a full-circle from proper pruning techniques, arboriculture, to customer service and everything in between. • ISA Certified Utility & Municipal Arborist #WE-12014A • ISA Skills Test Evaluator—TW Climber
• TCIA Certified Treecare Safety Professional #3303
• ISA Tree Risk Assessment Qualification #E4068
• American Heart Association BLS and First Aid Instructor Public Convenience and Safety
WCA will comply with any and all local sound control and noise level rules, regulations, and ordinances which apply to any work performed in the contracted area. All work will cease by 5:00 pm or as directed by the Agency (excluding emergency services).
Our line of work demands
that all work is performed
in a manner that provides
the maximum safety to the
general public as well as
our employees.
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13 Setting the Gold Standard
Employee Training Program
West Coast Arborists, Inc. provides an extensive in-house training curriculum for all employees to broaden their knowledge of the arboriculture field of study. Included in this training are the ISA standards, both Treeworker and Arborist study programs, and a variety of Tree Care Industry Association home study programs. We also offer training courses to our staff in areas of customer service satisfaction, maintaining professional conduct, and Qualified Line Clearance Trimmer Training.
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.
Our Training and Safety team members are tasked with
completing field evaluations of crews and members are onsite to coach and train employees on safe practices.
Employees receive performance evaluations at 90 days, 6 months, then annually (or as-needed) after their first year. All employees are provided copies of WCA’s Injury & Illness Prevention Program.
WCA is dedicated to
health and safety for
trees, employees, and
the community.
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14 Setting the Gold Standard
Technology and Information
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 Agency 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 at the customer’s discretion. 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 eligible to receive continuing education credits (CEU’s) from the 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.
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 Agency. Proper use of this system enables the Agency and WCA to track the completion of work that is ordered.
ArborAccess Features
Ease of use
Create work orders
View tree site details
View work history
View invoices
Mobile app
Live data
GIS/GPS mapping
24 ATTACHMENT 3
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15 Setting the Gold Standard
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.
Maintenance Records
Accurate maintenance records for each location oftentimes can assist the Agency 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.
Sample Management Tools:
Detailed Tree Site Characteristics
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 recommended
maintenance field. ArborAccess’
built-in quality control features assist
in data accuracy. As maintenance
is performed, the work history is
updated and accompanied with
bi-weekly invoices. This process
eliminates the need for dualinputting and helps keep the tree inventory current and accurate.
25 ATTACHMENT 3
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16 Setting the Gold Standard
Sample: Species Frequency Report
The Species Frequency report can assist your
Agency 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
Agency.
Detailed Reporting Options
Inventory Work History District Frequency
View Invoices Work Type by District Species Frequency (sample above) Job Balances DBH Frequency All Tees at an Address
Green Waste Height Frequency Estimated Tree Value
WCA helps agencies
understand and
manage their canopy
by sharing inventories,
insight, and data.
26 ATTACHMENT 3
17 Setting the Gold Standard
Equipment List
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.
Telematics (GPS)
WCA has partnered with Geo-Tab to provide GPS units on all vehicles and equipment. This investment has given us and our customers the following benefits:
• Provide faster response times and more efficient routing allowing us to service more customers • Lower operational costs by optimizing our fleet size, reducing labor, overtime, and insurance, and minimizing costly vehicle repairs
• Decrease fuel use by monitoring fleet fuel
economy and 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
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18 Setting the Gold Standard
IN-HOUSE FLEET MAINTENANCE
We currently have more than 1,600 pieces of fairly new equipment that enables us to replace equipment immediately should there be any unforeseen mechanical problems. We employ over 50 full-time mechanics that perform an in-house fleet maintenance program. This allows our equipment to be in good operating condition necessary for accomplishing the City’s needs. Our mechanics generally work on one particular line of equipment, and by keeping our equipment as uniform as possible our mechanics really get to know the equipment inside and out minimizing down time. Equipment is assigned to different crews and if the crew is shared with another contract the equipment will be as well.
PREVENTATIVE MAINTENANCE PROGRAM
All WCA equipment goes through our Preventative Maintenance program. From our solar powered arrow boards, to our Freightliner Roll Off trucks. Our mechanics generally work on one particular line of equipment, and by keeping our equipment as uniform as possible our mechanics really get to know the equipment inside and out minimizing down time.
SUSTAINABILITY
Over the last few years, we have invested heavily in new equipment to keep our fleet modern, comply with state requirements, meet demand and reduce our effects on the environment. We understand with a fleet as large as ours that we are responsible for the amount of emissions our vehicles produce and actively make an effort to monitor and reduce our carbon footprint.
Through our ability to
dedicate specific
pieces of equipment for
this project, we believe
it will lead to a
successful program.
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19 Setting the Gold Standard
REFERENCES & EXPERIENCE
West Coast Arborists understands the challenge that many cities face to reduce the cost of tree maintenance services, while increasing the level of performance. Utilizing our services as a valuable, cost-effective resource, cities are able to provide better services to their community.
These contracts cover a range of services from providing emergency response to maintaining the Agency’s entire urban forest.
CITY OF SAN RAMON SINCE 2005
WCA provides as-needed service request maintenance for the City of San Ramon. Service includes grid pruning, service pruning, large tree removals, and emergency response city-wide and at a number of city-owned facilities including the fire houses.
Contact: Brent Scroggs, Parks Program Manager
5000 Crow Canyon Road, San Ramon, CA 94582 ~ (925) 973-2888 ~ [email protected]
ANNUAL BUDGET: $1,100,000
CITY OF LIVERMORE SINCE 2016
The City of Livermore has assigned WCA with complete tree maintenance services including tree pruning and removal. They utilize ArborAccess to forecast budget amounts and to schedule maintenance as-needed.
Contact: Timothy Messa, Public Works Supervisor
1052 S. Livermore Ave., Livermore, CA 94550 ~ (925) 525-3459 ~ [email protected]
ANNUAL BUDGET: $180,000
CITY OF PLEASANTON SINCE 2006
WCA provides the City of Pleasanton with complete urban forestry management. This includes providing arborist services to evaluate trees and make recommendations to the City. In addition to tree services during regular hours, WCA provides emergency response under storm conditions or as-needed.
Contact: Tim Annear, Parks Coordinator
P.O. Box 520, Pleasanton, CA 94566 ~ (925) 931-5576 ~
[email protected]
ANNUAL BUDGET: $760,000
CITY OF LODI/ LODI UTILITIES SINCE 2018
WCA provided power line clearing /vegetation management program services to the City of Lodi’s Electric Utility department and tree maintenance for the City’s public works, streets and parks departments.
Contact: Jesse Barnett, PW Department – Street Supervisor 1331 S. Ham Lane, Lodi, CA 95242 ~ (209) 333-6740 ~ [email protected] ANNUAL BUDGET: $2,600,000
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20 Setting the Gold Standard
EXPERIENCE: CURRENT CALIFORNIA CITIES/COUNTIES UNDER CONTRACT WITH WCA
CITY OF AGOURA HILLS
CITY OF ALAMEDA
CITY OF ALHAMBRA
CITY OF ANAHEIM
CITY OF ARCADIA
CITY OF ARTESIA
CITY OF AZUSA
CITY OF BALDWIN PARK
CITY OF BEAUMONT
CITY OF BELL
CITY OF BELL GARDENS
CITY OF BELLFLOWER
CITY OF BERKELEY
CITY OF BEVERLY HILLS
CITY OF BRADBURY
CITY OF BRAWLEY
CITY OF BREA
CITY OF BUENA PARK
CITY OF BURLINGAME
CITY OF CAMARILLO
CITY OF CARLSBAD
CITY OF CARMEL-BY-THE-SEA
CITY OF CARPINTERIA
CITY OF CARSON
CITY OF CERES
CITY OF CHINO
CITY OF CHINO HILLS
CITY OF CHOWCHILLA
CITY OF CHULA VISTA
CITY OF CITRUS HEIGHTS
CITY OF CLAREMONT
CITY OF COACHELLA
CITY OF COLTON
CITY OF COMMERCE
CITY OF CONCORD
CITY OF CORONA
CITY OF CORONADO
CITY OF COSTA MESA
CITY OF COVINA
CITY OF CUDAHY
CITY OF CULVER CITY
CITY OF CUPERTINO
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 CENTRO
CITY OF EL SEGUNDO
CITY OF ENCINITAS
CITY OF ESCONDIDO
CITY OF FILLMORE
CITY OF FOLSOM
CITY OF FONTANA
CITY OF FREMONT
CITY OF FRESNO
CITY OF FULLERTON
CITY OF GARDEN GROVE
CITY OF GILROY
CITY OF GLENDALE
CITY OF GLENDORA
CITY OF GOLETA
CITY OF GRAND TERRACE
CITY OF HALF MOON BAY
CITY OF HAWAIIAN GARDENS
CITY OF HIGHLAND
CITY OF HOLLISTER
CITY OF HUNTINGTON BEACH
CITY OF IMPERIAL BEACH
CITY OF INDIO
CITY OF INDUSTRY
CITY OF INGLEWOOD
CITY OF IRWINDALE
CITY OF JURUPA VALLEY
CITY OF LA CANADA
CITY OF LA HABRA
CITY OF LA MESA
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 LAKE ELSINORE
CITY OF LAKE FOREST
CITY OF LAKEWOOD
CITY OF LATHROP
CITY OF LEMON GROVE
CITY OF LINCOLN
CITY OF LIVERMORE
CITY OF LODI
CITY OF LOMA LINDA
CITY OF LOMPOC
CITY OF LONG BEACH
CITY OF LOS ALAMITOS
CITY OF LOS ALTOS
CITY OF LOS ANGELES
CITY OF MADERA
CITY OF MANHATTAN BEACH
CITY OF MENIFEE
CITY OF MENLO PARK
CITY OF MILPITAS
CITY OF MISSION VIEJO
CITY OF MONROVIA
CITY OF MONTCLAIR
CITY OF 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 NATIONAL CITY
CITY OF NEWARK
CITY OF NEWPORT BEACH
CITY OF NORCO
CITY OF NORWALK
CITY OF OAKLEY
CITY OF OCEANSIDE
CITY OF ONTARIO
CITY OF ORANGE
CITY OF OXNARD
CITY OF PALM DESERT
CITY OF PALM SPRINGS
CITY OF PALO ALTO
CITY OF PARAMOUNT
CITY OF PERRIS
CITY OF PICO RIVERA
CITY OF PLACENTIA
CITY OF PLEASANTON
CITY OF POMONA
CITY OF POWAY
CITY OF RANCHO CORDOVA
CITY OF RANCHO
CUCAMONGA
CITY OF RPV
CITY OF REDLANDS
CITY OF REDONDO BEACH
CITY OF RIALTO
CITY OF RIVERSIDE
CITY OF ROSEMEAD
CITY OF ROSEVILLE
CITY OF SACRAMENTO
CITY OF SAN BERNARDINO
CITY OF SAN BRUNO
CITY OF SAN CARLOS
CITY OF SAN CLEMENTE
CITY OF SAN DIEGO
CITY OF SAN DIMAS
CITY OF SAN FERNANDO
CITY OF SAN JACINTO
CITY OF SAN JUAN CAP
CITY OF SAN LEANDRO
CITY OF SAN MARCOS
CITY OF SAN RAMON
CITY OF SANTA ANA
CITY OF SANTA BARBARA
CITY OF SANTA CLARA
CITY OF SANTA CLARITA
CITY OF SANTA FE SPRINGS
CITY OF SANTA MARIA
CITY OF SANTEE
CITY OF SIERRA MADRE
CITY OF SIGNAL HILL
CITY OF SOLANA BEACH
CITY OF SOUTH PASADENA
CITY OF SOUTH SF
CITY OF STOCKTON
CITY OF SUNNYVALE
CITY OF TEMPLE CITY
CITY OF THOUSAND OAKS
CITY OF TORRANCE
CITY OF TRACY
CITY OF TULARE
CITY OF TUSTIN
CITY OF UPLAND
CITY OF VENTURA
CITY OF VERNON
CITY OF VICTORVILLE
CITY OF VISALIA
CITY OF VISTA
CITY OF WALNUT
CITY OF WALNUT CREEK
CITY OF WEST COVINA
CITY OF WEST HOLLYWOOD
CITY OF WEST SACRAMENTO
CITY OF WHITTIER
CITY OF WOODLAND
CITY OF YORBA LINDA
COUNTY OF ALAMEDA
COUNTY OF COLUSA
COUNTY OF CONTRA COSTA
COUNTY OF EL DORADO
COUNTY OF FRESNO
COUNTY OF LOS ANGELES
COUNTY OF MONTEREY
COUNTY OF NAPA
COUNTY OF ORANGE
COUNTY OF PLACER
COUNTY OF RIVERSIDE
COUNTY OF SAN BERNARDINO
COUNTY OF SAN DIEGO
COUNTY OF SAN JOAQUIN
COUNTY OF SAN MATEO
COUNTY OF TULARE
COUNTY OF VENTURA
COUNTY OF YOLO
MOUNTAIN HOUSE CSD
ROSSMOORE CSD
TOWN OF ATHERTON
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21 Setting the Gold Standard
FIRM EXPERIENCE
Listed below are current contracts valued over $2,000,000 annually.
Customer Duration Annual Contract Amount
County of Los Angeles Since 2015 $14,800,000
City & County of San Francisco Since 2017 $6,200,000
City of Riverside Since 2018 $4,400,000
City of Long Beach Since 2016 $3,400,000
City of Fresno Since 2001 $3,400,000
Riverside Public Utilities Since 1997 $3,400,000
City of Anaheim/Anaheim Utilities Since 2007 $3,300,000 City of Corona Since 2010 $3,000,000
City of Industry Since 2020 $3,000,000
County of Orange - Parks Since 2014 $3,000,000
City of Sacramento - Parks Since 2016 $2,800,000
City of San Diego Since 2015 $2,700,000
City of Ontario Since 1998 $2,700,000
City of Sacramento Since 2015 $2,500,000
City of Glendale Since 2015 $2,500,000
Glendale Water & Power Since 2015 $2,500,000
City of Santa Clarita Since 2008 $2,400,000
City of Beverly Hills Since 2000 $2,300,000
City of Fullerton Since1998 $2,300,000
City of Santa Ana Since 2015 $2,000,000
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22 Setting the Gold Standard
PROPOSER’S STAFF
Introduction
West Coast Arborist’s (WCA) is a company comprised of a 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 determination for “Tree Maintenance (Laborer).” Certification
WCA encourages its employees to get certified through the International Society of Arboriculture, in an effort to raise the standard of professional tree care companies. This standard exemplifies our company’s commitment to providing customers with competent, knowledgeable certified workers. WCA employs a large number of ISA Certified Arborists and ISA Certified Tree Workers.
Crew Evaluation
WCA employees are evaluated through an internal mechanism supervised by our Management Team. Each employee performs their duties according to a criteria-based job description that reflects safety, quality workmanship, productivity, appropriateness of care, problem solving and customer service. A performance appraisal is conducted for each employee upon completion of the probationary period and at least annually thereafter. Each worker is also required to complete a competency assessment and orientation upon hire and annually thereafter in selected areas to assure that ongoing requirements are met and opportunities for improvement are identified.
Staff members have diverse
educational backgrounds
including accounting,
business administration,
engineering, and forestry.
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23 Setting the Gold Standard
Meet the Team: Project Team
JASON PINEGAR Regional Manager/V.P.
Mr. Pinegar has been with WCA since 1993. Starting as a Trimmer, he was repeatedly promoted and became an Area Manager in the 2000’s at which time he moved to Northern California. In 2020 he was promoted to Vice President. He has over 30 years’ experience in the arboriculture field and has a vast knowledge of trees in Northern California. He oversees our Northern California region contracts and staff. His long career with WCA includes managing contracts with the City of Sacramento, Stockton, and the entire San Francisco Bay region. • ISA Certified Arborist Utility Specialist #WE-2039 AU • TCIA Certified Treecare Safety Professional #259
• ISA Tree Risk Assessment Qualified
• ATSSA Traffic Control Designer #00236727
• NCCCO Certified Crane Operator #050820987R
• TLC Wildlife Area
TIM PATTERSON Area Manager
Mr. Patterson has been with WCA since 2006. He has over 16 years’ experience in the arboriculture field managing our municipal contracts in the Stockton Area after initially joining WCA as a Customer Service Representative (CSR)/ Office Manager. He is responsible for estimating, scheduling, contract administration, personnel and daily operation. He is responsible for field operations, customers service, and management of crews throughout Stockton and the surrounding area. Through his employment he has gained valuable experience in computer estimating, tree inventory systems, and costing programs which are essential in the efficient operation of tree crews. • ISA Board Certified Master Arborist #WE-12037A
• ISA Tree Risk Assessment Qualified
JUAN LAIJA Project Supervisor
As Site Supervisor, Juan is an ISA Certified Arborist and has been with WCA since 2018 and worked his way up quickly. He is responsible for reviewing the day’s activities, assisting the Area Manager in scheduling, and ensuring proper safety procedures are being followed. As Supervisor, he will communicate with contract administrators and other interested parties daily. Report and resolve malfunctions, damage, or industrial injury. He will also assist in employee training programs, maintain records, and file daily reports and receipts. He will be the onsite arborist for this project. • ISA Certified Arborist #WE-13425A
• TCIA Crewleader Qualified
• WCA Qualified Line Clearance Tree Trimmer
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24 Setting the Gold Standard
Meet the Team: Support Staff
KELLEY GILLERAN Plant Health Care Arborist
Kelley has been with WCA since 2010. Before that time, he worked for Fallen Leaf Tree Service Inc. as a Consultant/Salesperson. Current responsibilities as a Consulting Arborist includes establishing GPS tree inventories, arborist report writing tree risk assessments, aerial inspections, tree appraisals, pre-construction planning and diagnosing tree disorders. Additionally, he assists with providing Plant Health Care (PHC) recommendations and service applications for our customers in the San Joaquin and Central Valleys.
• ISA Board Certified Master Arborist #WE-7061B
• ISA Tree Risk Assessment Qualified
• ASCA Registered Consulting Arborist #688
• DPR Qualified Pest Control Applicator #QAL136772
ANDREW PINEDA GIS Manager
Andrew Pineda has been with WCA since 2018. As WCA’s GIS Manager, he works on a wide range of projects including tree inventories scope and collection, iTree analysis, tree canopy assessments, tree planting prioritization, ArborAccess training, grant funded tree planting projects, and much more. He was worked with tree inventories of all sizes from small campus inventories with less than 5,000 trees to large California cities with over 140,000 trees. He has in-depth knowledge and understanding of tree inventories, urban forestry best practices, and spatial data and works closely with office and field personnel to ensure tree inventories, reports, and analysis exceed customer expectations.
• ISA Certified Arborist #WE-12738A
• FAA UAS Part 107 Remote Pilot
• M.S. Geographic Information Science (GIS), CSU Long Beach • B.A. Environmental Science, Boston University
RITA OTA Customer Service Rep. (CSR)
Rita recently joined WCA in early 2022 as the Office Manager/Customer Service Representative (CSR) for our Stockton office. As the CSR, she is responsible for providing support to the Area Manager, Site Supervisor, and crew. She is to act as a liaison between the company and its clients as well as the general public. Rita is also 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.
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25 Setting the Gold Standard
Executive Staff
From marketing, contract administration, field and fleet management, to information technology, our Executive Staff 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.
Patrick Mahoney
President
Richard Mahoney
Secretary
Rose Epperson
Treasurer
Andrew Trotter
V.P. – Field Operations
Chris Crippen
V.P. – I.T.
Victor Gonzalez
V.P. – Business
Development
Debbie DePasquale
V.P. – Internal Operations
Ernesto Macias
V.P. – Risk Management
Nick Alago
V.P. – SoCal Region
Michael Palat
V.P. – SoCal Region
Jason Pinegar
V.P. – NorCal Region
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26 Setting the Gold Standard
36 ATTACHMENT
3 27
Setting the Gold Standard
APPENDICES
37 ATTACHMENT 3
Page | 22
Appendix B
Proposer Information Form
General Information
Business Name: ______________________________________________________ Business Type:
☐ Corporation (State of Incorporation ___ ) ☐ Partnership ☐ Sole Proprietorship ☐ Other: ________________________ Business Federal Tax ID Number: ________________
DIR Number: _____________________ subcontractor Y/N ________ Corporate Headquarters
Address: ___________________________________________________________ Local Office (If Applicable)
Address: ___________________________________________________________ Authorizing Contact
Name:____________________________________ Title: ____________________ Telephone: ________________________ Mobile: __________________________ Email: _____________________________________________________________ Primary Contact
Name:____________________________________ Title: ____________________ Telephone: ________________________ Mobile: __________________________ Email: _____________________________________________________________ Important! - If you will be using subcontractors, please use this form to attach contact information and DIR numbers for each.
38 ATTACHMENT 3
Page | 25
Appendix D
Proposal Pricing Sheet
Company Name _______________________________ Date _______________
DESCRIPTION QUANTITY UNIT PRICE
Grid Tree Trimming Up to 12” (DBH) 1
Grid Tree Trimming 13” to 24” (DBH) 1
Tree Trimming Per Project Scope
Tree Trimming up to 12” (DBH) 1
Tree Trimming 13” to 24” (DBH) 1
Tree Trimming 25” to 36” (DBH) 1
Tree Trimming 37” and over (DBH) 1
Tree Removal Only (No Grinding) Per Project Scope
Tree Removal up to 12” (DBH) 1
Tree Removal 13” to 24” (DBH) 1
Tree Removal 25” to 36” (DBH) 1
Tree Removal 37” and up (DBH) 1
Tree Removal and Grinding Per Project Scope
Tree Removal up to 12” (DBH) 1
Tree Removal 13” to 24” (DBH) 1
Tree Removal 25” to 36” (DBH) 1
Tree Removal 37” and up (DBH) 1
Additional Hourly Tree Services
Prevailing Wage Hourly Price Equipment Hourly Price
2 Man Crew
(1 Foreman & 1 Grounds man)
Lift Truck, Chipper
Truck and Chipper
Emergency Hourly Tree Services
Prevailing Wage Hourly Price Equipment Hourly Price
2 Man Crew
(1 Foreman & 1 Grounds man)
Lift Truck, Chipper
Truck and Chipper
3 Man Crew
(1 Foreman & 2 Grounds men)
Lift Truck, Chipper
Truck and Chipper
DIR Number ____________________
39 ATTACHMENT 3
40 ATTACHMENT 3
Holder Identifier : 7777777707070700077761616045571110744517136235444307761315572514102071543455377303100735141131272131107763571423011462076117100562224760704730465323773007162377132067230076727242035772000777777707000707007 7777777707070700073525677115456000773011553432013407624111470266433070237322060320150702233735206310107122336252063111071223373430631000703222734317310007033327242073000077756163351765540777777707000707007 Certificate No : 570100231595
CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY)
06/23/2023
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
PRODUCER
Aon Risk Insurance Services West, Inc.
Los Angeles CA Office
707 Wilshire Boulevard
Suite 2600
Los Angeles CA 90017-0460 USA
PHONE
(A/C. No. Ext):
E-MAIL
ADDRESS:
INSURER(S) AFFORDING COVERAGE NAIC #
(866) 283-7122
INSURED INSURER A: Starr Indemnity & Liability Company 38318 INSURER B: Starr Specialty Insurance Company 16109
INSURER C:
INSURER D:
INSURER E:
INSURER F:
FAX
(A/C. No.): (800) 363-0105
CONTACT
NAME:
West Coast Arborists, Inc.
2200 E Via Burton
Anaheim CA 92806 USA
COVERAGES CERTIFICATE NUMBER: 570100231595 REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested
POLICY EXP
(MM/DD/YYYY)
POLICY EFF
(MM/DD/YYYY)
SUBR
WVD
INSR
LTR
ADDL TYPE OF INSURANCE INSD POLICY NUMBER LIMITS
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
POLICY LOC
EACH OCCURRENCE
DAMAGE TO RENTED
PREMISES (Ea occurrence)
MED EXP (Any one person)
PERSONAL & ADV INJURY
GENERAL AGGREGATE
PRODUCTS - COMP/OP AGG
X
X
X
GEN'L AGGREGATE LIMIT APPLIES PER:
$2,000,000
$1,000,000
$5,000
$2,000,000
$4,000,000
$4,000,000
A 07/01/2023 07/01/2024
SIR applies per policy terms & conditions
1000100141231
PROJECT
OTHER:
AUTOMOBILE LIABILITY
ANY AUTO
OWNED
AUTOS ONLY
SCHEDULED
AUTOS
HIRED AUTOS
ONLY
NON-OWNED
AUTOS ONLY
BODILY INJURY ( Per person)
PROPERTY DAMAGE
(Per accident)
X
BODILY INJURY (Per accident)
$2,000,000 A 07/01/2023 07/01/2024 COMBINED SINGLE LIMIT (Ea accident)
1000198198231
EXCESS LIAB
OCCUR
CLAIMS-MADE AGGREGATE
EACH OCCURRENCE
DED
UMBRELLA LIAB
RETENTION
E.L. DISEASE-EA EMPLOYEE
E.L. DISEASE-POLICY LIMIT
E.L. EACH ACCIDENT $1,000,000
X
OTHER
B 07/01/2023 07/01/2024 PER STATUTE
Workers Comp CA
A 1000004229 07/01/2023 07/01/2024
$1,000,000
Y / N
(Mandatory in NH)
ANY PROPRIETOR / PARTNER / EXECUTIVE
OFFICER/MEMBER EXCLUDED? N N / A
Workers Comp AZ
WORKERS COMPENSATION AND
EMPLOYERS' LIABILITY
If yes, describe under
DESCRIPTION OF OPERATIONS below
$1,000,000
1000004228
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
CERTIFICATE HOLDER CANCELLATION
West Coast Arborists, Inc. AUTHORIZED REPRESENTATIVE
2200 E. Via Burton
Anaheim CA 92806 USA
ACORD 25 (2016/03)
©1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
41 ATTACHMENT 3
ATTACHMENT 3
SCHEDULE OF ACTIVITIES
To be determined on an as needed basis with authorized City of Manteca personnel. 42 ATTACHMENT 3
ATTACHMENT 4
INSURANCE DOCUMENTS
43 ATTACHMENT 3
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44 17
ATTACHMENT 3
POLICY NUMBER: 1000100141231 COMMERCIAL GENERAL LIABILITY Effective: 07/01/2023 CG 20 37 04 13
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
Name Of Additional Insured Person(s)
Or Organization(s) Location And Description Of Completed Operations The City of Manteca, its officers, officials, employees, agents and volunteers
Where Required By Written Contract
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
A. Section II – Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury" or
"property damage" caused, in whole or in part, by
"your work" at the location designated and
described in the Schedule of this endorsement
performed for that additional insured and
included in the "products-completed operations
hazard".
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted
by law; and
2. If coverage provided to the additional insured
is required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
B. With respect to the insurance afforded to these
additional insureds, the following is added to
Section III – Limits Of Insurance:
If coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits of
Insurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the applicable
Limits of Insurance shown in the Declarations.
CG 20 37 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 45 18
ATTACHMENT 3
Dallas, TX 1-866-519-2522
Earlier Notice of Cancellation
Policy Number: 1000100141231 Effective Date: July 1, 2023 at 12:01 A.M.
Named Insured: West Coast Arborists, Inc.
It is agreed thirty (30) days notice of cancellation, except as respects non-payment of premium for which ten (10) days will apply, will be given as respects the following certificate holder(s):
SCHEDULE
City of Manteca
Public Works
1001 W. Center Street
Manteca, CA 95337
Attn: Nicolas Karastathas
Email Address: [email protected]
Certificate holders include only those entities where thirty (30) days notice of cancellation is required by an "insured contract" but only with respects to an entity for which "you" are directly or indirectly performing "your work". It is further understood and agreed that "you" will provide a complete list of certificate holders including name(s) and physical addresses to "us" that require the notice of cancellation, and that "you" will provide "us" this list at the time of the notice of cancellation.
All other terms and conditions of this Policy remain unchanged.
Signed for the Company as of the Effective Date above:
Steve Blakey, President Nehemiah E. Ginsburg, General Counsel MANUSCRIPT (06/10) Page 1 of 1
Includes copyrighted material of ISO Properties, Inc., used with its permission. .
46 19
ATTACHMENT 3
POLICY NUMBER: 1000100141231 COMMERCIAL GENERAL LIABILITY Effective: 07/01/2023 CG 20 10 04 13
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
Name Of Additional Insured Person(s)
Or Organization(s) Location(s) Of Covered Operations
The City of Manteca, its officers, officials, employees, agents and volunteers
Where Required By Written Contract
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
A. Section II – Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage" or "personal and advertising injury"
caused, in whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s)
designated above.
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and
2. If coverage provided to the additional insured is
required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
B. With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:
This insurance does not apply to "bodily injury" or
"property damage" occurring after:
1. All work, including materials, parts or
equipment furnished in connection with such
work, on the project (other than service,
maintenance or repairs) to be performed by or
on behalf of the additional insured(s) at the
location of the covered operations has been
completed; or
2. That portion of "your work" out of which the
injury or damage arises has been put to its
intended use by any person or organization
other than another contractor or subcontractor
engaged in performing operations for a
principal as a part of the same project.
C. With respect to the insurance afforded to these
additional insureds, the following is added to
Section III – Limits Of Insurance:
If coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits of
Insurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the applicable
Limits of Insurance shown in the Declarations.
CG 20 10 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 47 20
ATTACHMENT 3
POLICY NUMBER: 1000100141231 COMMERCIAL GENERAL LIABILITY Effective: 07/01/2023 CG 24 04 05 09
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
SCHEDULE
Name Of Person Or Organization:
The City of Manteca, its officers, officials, employees, agents and volunteers Where Required By Written Contract
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
The following is added to Paragraph 8. Transfer Of
Rights Of Recovery Against Others To Us of
Section IV – Conditions:
We waive any right of recovery we may have against
the person or organization shown in the Schedule
above because of payments we make for injury or
damage arising out of your ongoing operations or
"your work" done under a contract with that person
or organization and included in the "productscompleted operations hazard". This waiver applies only to the person or organization shown in the
Schedule above.
CG 24 04 05 09 © Insurance Services Office, Inc., 2008 Page 1 of 1 48 21
ATTACHMENT 3
Dallas, TX 1-866-519-2522
Earlier Notice of Cancellation
Policy Number: 1000198198231 Effective Date: July 1, 2023 at 12:01 A.M.
Named Insured: West Coast Arborists, Inc.
It is agreed thirty (30) days notice of cancellation, except as respects non-payment of premium for which ten (10) days will apply, will be given as respects the following certificate holder(s):
SCHEDULE
City of Manteca
Public Works
1001 W. Center Street
Manteca, CA 95337
Attn: Nicolas Karastathas
Email Address: [email protected]
Certificate holders include only those entities where thirty (30) days notice of cancellation is required by an "insured contract" but only with respects to an entity for which "you" are directly or indirectly performing "your work". It is further understood and agreed that "you" will provide a complete list of certificate holders including name(s) and physical addresses to "us" that require the notice of cancellation, and that "you" will provide "us" this list at the time of the notice of cancellation.
All other terms and conditions of this Policy remain unchanged.
Signed for the Company as of the Effective Date above:
Steve Blakey, President Nehemiah E. Ginsburg, General Counsel MANUSCRIPT (06/10) Page 1 of 1
Includes copyrighted material of ISO Properties, Inc., used with its permission. .
49 22
ATTACHMENT 3
POLICY NUMBER: 1000198198231 COMMERCIAL AUTO
CA 04 44 10 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US (WAIVER OF SUBROGATION)
This endorsement modifies insurance provided under the following:
AUTO DEALERS COVERAGE FORM
BUSINESS AUTO COVERAGE FORM
MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.
This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below.
Named Insured: West Coast Arborists, Inc.
Endorsement Effective Date: 07/01/2023
SCHEDULE
Name(s) Of Person(s) Or Organization(s):
The City of Manteca, its officers, officials, employees, agents and volunteers Where Required By Written Contract
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
The Transfer Of Rights Of Recovery Against
Others To Us condition does not apply to the
person(s) or organization(s) shown in the Schedule,
but only to the extent that subrogation is waived prior to the "accident" or the "loss" under a contract with
that person or organization.
CA 04 44 10 13 © Insurance Services Office, Inc., 2011 Page 1 of 1 50 23
ATTACHMENT 3
POLICY NUMBER: 1000198198231 COMMERCIAL AUTO
CA 20 48 10 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
DESIGNATED INSURED FOR
COVERED AUTOS LIABILITY COVERAGE
This endorsement modifies insurance provided under the following:
AUTO DEALERS COVERAGE FORM
BUSINESS AUTO COVERAGE FORM
MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by this endorsement.
This endorsement identifies person(s) or organization(s) who are "insureds" for Covered Autos Liability Coverage under the Who Is An Insured provision of the Coverage Form. This endorsement does not alter coverage provided in the Coverage Form.
This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below.
SCHEDULE
Name Of Person(s) Or Organization(s):
The City of Manteca, its officers, officials, employees, agents and volunteers Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
Each person or organization shown in the Schedule is
an "insured" for Covered Autos Liability Coverage, but
only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured provision
contained in Paragraph A.1. of Section II – Covered
Autos Liability Coverage in the Business Auto and
Motor Carrier Coverage Forms and Paragraph D.2. of
Section I – Covered Autos Coverages of the Auto
Dealers Coverage Form.
CA 20 48 10 13 © Insurance Services Office, Inc., 2011 Page 1 of 1 Named Insured: West Coast Arborists, Inc.
Endorsement Effective Date: 07/01/2023
51 24
ATTACHMENT 3
WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 (Ed. 04-84)
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.
The additional premium for this endorsement shall be 5% of the California workers' compensation premium otherwise due on such remuneration.
Schedule
Person or Organization Job Description
The City of Manteca, its officers, officials, employees, agents and volunteers
Where required by written contract
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective: 07/01/2023 Policy No.: 100 0004228 Endorsement No.:
Insured: West Coast Arborists, Inc.
Insurance Company: Starr Specialty Insurance Company Countersigned by:
WC 04 03 06
(Ed. 04-84) Page 1 of 1
52 25
ATTACHMENT 3
Dallas, TX 1-866-519-2522
WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 99 06 18 (Ed. 4-15)
AMENDMENT – 30 DAY NOTICE OF CANCELLATION FOR THIRD PARTIES We agree to give thirty (30) days’ notice of cancellation to the following certificate holder(s) in the event that we cancel the policy for any reason other than non-payment of premium:
SCHEDULE
City of Manteca
Public Works
1001 W. Center Street
Manteca, CA 95337
Attn: Nicolas Karastathas
Email Address: [email protected]
We will endeavor to provide advice of cancellation (the “Advice”) to the certificate holders listed in the schedule by e-mail. Certificate holders include only those entities for which thirty (30) days’ notice of cancellation is required by an “insured contract” but only with respect to an entity for which you are directly or indirectly performing your work.
This advance notification of a pending cancellation of coverage is intended as a courtesy only. Our failure to provide such Advice will neither extend the policy cancellation nor negate cancellation of the policy; nor will such failure result in obligation or liability of any kind upon us, our agents or representatives.
This endorsement does not affect, in any way, coverage provided under this policy, the cancellation of this policy or the effective date of cancellation.
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective: 07/01/2023 Policy No.: 100 0004228 Endorsement No.:
Insured: West Coast Arborists, Inc. Premium: Included
Insurance Company: Starr Specialty Insurance Company Countersigned by:
WC 99 06 18 Page 1 of 1
(Ed. 4-15) Copyright © Starr Indemnity & Liability Company. All rights reserved. 26 53 ATTACHMENT 3