Norco City Council
May 17, 2023

of $8,210,548. At this time, actual receipts are running ahead of budget by about $307,049.

FISCAL IMPACT:

This report is for information only.

RELATIONSHIP TO STRATEGIC PLAN:

The Budget Performance Report is consistent with Strategic Direction #3 - Economic Development and Financial Stability: Assure financial stability by expanding development efforts, diversifying revenue sources and continuing prudent financial management.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
ATTACHMENT(S):

Attachment A
Attachment B
Attachment 5 - Page 2 of 4

Attachment A
Revenue Description
FY 2022-2023
Approved
Budget
FY 2022-2023
Amended
Budget
FY 2022-2023
Actual as of
03/31/23
% of
Budget
Budget
Remaining
Revenues
Estimated Measure R Tax Revenues $ 7,802,548 $ 8,210,548 $ 4,968,598 61% 3,241,950 $ Investment Earnings 64,914 64,914 17,319 27% 47,595
Total Revenues $ 7,867,462 $ 8,275,462 $ 4,985,917 60% 3,289,545 $ Expenditures
FY 2022-2023
Approved
Budget
FY 2022-2023
Amended
Budget
FY 2022-2023
Actual as of
03/31/23
% of
Budget
Budget
Remaining
Operating and Maintenance
Trail System Maintenance $ 567,000 $ 567,000 $ 344,858 61% $ 222,142 Committee Stipends 1,400 1,400 - 0% 1,400
Professional Services 10,000 10,000 6,150 62% 3,850
Subtotal 578,400 578,400 351,008 61% 227,392
Measure R Capital Projects
Facilities Improvements
City Hall Remodel - Efficiency Assessment $ 100,000 $ 100,000 $ - 0% $ 100,000 City Hall/Sheriff Sub-Station Improvements 500,000 249,295 25,399 10% 223,896 Citywide ADA Improvement Project 396,770 396,770 16,489 4% 380,281 Citywide Facility Painting & Treating 100,000 134,173 - 0% 134,173 Citywide Flooring 250,000 250,000 - 0% 250,000
Facilities and Maintenance Office 300,000 100,000 - 0% 100,000 Mobile Storage Unit - Special Events - 30,000 - 0% 30,000 Moreno Arena Emergency Bleacher Lighting 100,000 20,000 - 0% 20,000 Moreno Arena Sound System 130,000 154,882 154,203 100% 679 Nellie Weaver Hall Improvements 408,710 276,110 6,538 2% 269,572 Pole Barns 3,227,284 2,883,233 342,437 12% 2,540,796
Pole Barn IT Infrastructure 200,000 200,000 - 0% 200,000 Security System Upgrade 60,000 60,000 6,296 10% 53,704
Land Improvements
Animal Control, Parmenter & Wayne Makin Parking Lots 150,000 153,945 3,073 2% 150,873 Citywide Irrigation System Upgrades 420,000 420,000 0% 420,000 - Wayne Makin/Shearer Master Plan 2,500,000 2,500,000 880 0% 2,499,120 Park Improvements
Cityside Park Enhancements 504,240 504,240 26,398 5% 477,842 Citywide Rec Programs and Facilities Assessment 50,000 50,000 - 0% 50,000 Street Improvements
Canyon Ridge Circle Pavement Project 120,000 120,000 4,203 4% 115,797 Citywide Urban Forest Tree Planting Project 49,843 34,260 9,751 28% 24,509 Electronic Feedback Signs 100,000 100,000 0% 100,000 -
Hillside Ave Pavement Project 710,000 288,032 86,741 30% 201,291 Kingman Drive Pavement Project 190,000 190,000 4,203 2% 185,797 Oak Ridge Circle Pavement Project 130,000 130,000 4,203 3% 125,797 Parkridge Avenue Pavement Project 225,000 190,000 27,875 15% 162,125 Queens Road Pavement Project 100,000 100,000 4,203 4% 95,797 Rim Crest Drive Pavement Project 400,000 400,000 4,203 1% 395,797 River Drive Stabilization Project 85,000 85,000 0% 85,000 - Second Street Pavement Project - East Side 1,200,000 1,839,927 0% 1,839,927 - Shadow Canyon Circle Payment Project 600,000 687,000 651,507 95% 35,493 Sixth Street Decorative LED Light Pole Project 30,000 30,000 17,657 59% 12,343 Third Street Pavement Project 500,000 1,002,933 2,840 0% 1,000,092 Valley View Ave - Third St to Fourth St 1,000,000 1,701,270 - 0% 1,701,270 Vista Ridge Circle Pavement Project 130,000 130,000 4,203 3% 125,797 Woodward Avenue Pavement Project 300,000 300,000 28,577 10% 271,423 Trails Improvements
Santa Ana River Trail and Trail Assessments 201,457 71,457 2,525 4% 68,933 Trail Fencing Replacement for FY 22-23 700,000 700,000 394,703 56% 305,297 Subtotal $ 16,168,304 $ 16,582,527 $ 1,829,105 11% 14,753,421 $ Total Expenditures $ 16,746,704 $ 17,160,927 $ 2,180,113 13% 14,980,814 $ Measure R Transactions and Use Tax
FY 2022-2023 3rd Quarter Budget to Actual Report
Attachment 5 - Page 3 of 4

Attachment B
Projects
Project
Number
Total
Approved
Budget
FY 2022-2023
Approved
Budget
Expenditures
as of 06/30/22
FY 2022-2023
Actual as of
03/31/23
Cumulative
Expenditures
as of 03/31/23
Budget
Remaining
Measure R Capital Projects
Facilities Improvements
City Hall Remodel - Efficiency Assessment 54303.1 $ 100,000 $ 100,000 $ - $ - $ - $ 100,000 City Hall/Sheriff Sub-Station Improvements 54303.2 312,206 249,295 62,911 25,399 88,310 223,896 Citywide ADA Improvement Project 54300.2 400,000 396,770 3,230 16,489 19,719 380,281 Citywide Facility Painting & Treating 54303.8 250,000 134,173 115,827 - 115,827 134,173 Citywide Flooring 54303.9 250,000 250,000 - - - 250,000 Facilities and Maintenance Office 54303.11 100,000 100,000 - - - 100,000 Mobile Storage Unit - Special Events 54303.13 30,000 30,000 - - - 30,000 Moreno Arena Emergency Bleacher Lighting 54111.5 20,000 20,000 - - - 20,000 Moreno Arena Sound System 54410.2 154,882 154,882 - 154,203 154,203 679 Nellie Weaver Hall Improvements 54303.6 369,000 276,110 92,891 6,538 99,429 269,572 Pole Barns 54410.1 3,775,190 2,883,233 891,957 342,437 1,234,394 2,540,796 Pole Barn IT Infrastructure 54111.6 200,000 200,000 - - - 200,000 Security System Upgrade 54303.12 60,000 60,000 - 6,296 6,296 53,704 Land Improvements
Animal Control, Parmenter & Wayne Makin Parking Lots 54111.2 301,557 153,945 147,612 3,073 150,684 150,873 Citywide Irrigation System Upgrades 54111.3 420,000 420,000 - - - 420,000 Wayne Makin/Shearer Master Plan 54111.4 2,554,051 2,500,000 54,051 880 54,931 2,499,120 Park Improvements -
Cityside Park Enhancements 54410.5 510,000 504,240 5,760 26,398 32,158 477,842 Citywide Rec Programs and Facilities Assessment 54111.7 50,000 50,000 - - - 50,000 Street Improvements -
Canyon Ridge Circle Pavement Project 54900.11 120,000 120,000 - 4,203 4,203 115,797 Citywide Urban Forest Tree Planting Project 4108.7 82,000 34,260 47,740 9,751 57,492 24,508 Electronic Feedback Signs 54900.12 100,000 100,000 - - - 100,000 Hillside Ave Pavement Project 54900.5 910,000 288,032 621,968 86,741 708,709 201,291 Kingman Drive Pavement Project 54900.13 190,000 190,000 - 4,203 4,203 185,797 Oak Ridge Circle Pavement Project 54900.14 130,000 130,000 - 4,203 4,203 125,797 Parkridge Avenue Pavement Project 54900.15 190,000 190,000 27,875 - 27,875 162,125 Queens Road Pavement Project 54600.5 100,000 100,000 - 4,203 4,203 95,797 Rim Crest Drive Pavement Project 54900.16 400,000 400,000 - 4,203 4,203 395,797 River Drive Stabilization Project 54900.21 85,000 85,000 85,000 85,000 - 85,000 Second Street Pavement Project - East Side 54900.6 1,839,927 1,839,927 - - - 1,839,927 Shadow Canyon Circle Payment Project 54900.7 701,350 687,000 14,350 651,507 665,857 35,493 Sixth Street Decorative LED Light Pole Project 54900.17 30,000 30,000 - 17,657 17,657 12,343 Third Street Pavement Project 54900.8 1,050,000 1,002,933 47,068 2,840 49,908 1,000,093 Valley View Ave - Third St to Fourth St 54900.1 1,770,629 1,701,270 69,359 - 69,359 1,701,270 Vista Ridge Circle Pavement Project 54900.18 130,000 130,000 - 4,203 4,203 125,797 Woodward Avenue Pavement Project 54900.19 300,000 300,000 - 28,577 28,577 271,423 Trails Improvements -
Santa Ana River Trail and Trail Assessments 54600.1 71,600 71,457 143 2,525 2,668 68,933 Trail Fencing Replacement for FY 22-23 54600.6 700,000 700,000 394,703 - 394,703 305,297 Total Expenditures $ 18,757,392 $ 16,582,527 $ 2,259,866 $ 1,829,105 $ 4,088,971 $ 14,753,421 Measure R Transactions and Use Tax
FY 2022-2023 3rd Quarter Project Life-to-Date Status
Attachment 5 - Page 4 of 4

City Council

STAFF REPORT
Date: May 17, 2023 Agenda Item:

2.H.

To: Honorable Mayor and City Council Members
Prepared By: Chad Blais, Public Works Director
Department: Public Works
SUBJECT:

Approval of 5-Year Tree Trimming, Removal, and Planting Contract with West Coast Arborists, Inc.

RECOMMENDATION:

Accept the proposal from West Coast Arborist, Inc. and award a five-year Tree Trimming, Removal, and Planting Contract in an amount not to exceed amount of $250,000 annually.

SUMMARY:

Staff solicited proposals for annual tree maintenance service to maintain the community tree canopy. The City received three proposals and based on the review of the proposals, staff selected West Coast Arborists (WCA) as the most qualified firm to maintain the City's urban forest. Staff is recommending approval of a five year Agreement with WCA.

BACKGROUND:

The City utilizes contract tree trimming and tree maintenance services to perform scheduled and emergency trimming and removal of the City's estimated 9,000 trees and to provide other on-call services. Maintaining a community tree canopy is a key component in preserving safety, aesthetics, addressing liability and in promoting a beautiful community with tree line trails and parkways adding to the quality of life for residents and visitors to Horsetown USA. The majority of the over 9,000 trees in inventory are situated along residential and equestrian trails, parks and parkways.

WCA has been the contract maintenance service provider for the City for the last 17 years.

During the current contract the City successfully implemented a five-year tree-grid trimming maintenance program which divides the City boundaries into five tree maintenance zones; typically, one zone per year is trimmed. During the year, minor additional maintenance in the other zones may/may not occur based on need and budget allocations. Using the zone method allows for all trees to be inspected and judiciously

pruned once every five years. However, the current maintenance agreement is set to expire June 30, 2023.

Therefore, staff elected to develop a request for proposals (RFP) in effort to see the level of services and rates being offered in the marketplace. On April 3, 2023, the City posted an official RFP on PlanetBid website for Tree Trimming, Removal and Planting Contract Services. On April 26, 2023, the City received three proposals: West Coast Arborists, Mariposa Tree Management Inc., and Golden West Arbor Services.

Staff reviewed the proposals by evaluating each company’s experience, credentials, completeness, accuracy, firm history, location, services offered, years in business and familiarity with the City and total aggregate costs. As part of the process in evaluating the proposals, staff looked at two primary factors: (1) the overall pricing proposed by the firm for individual services and (2) the quality and response capability of the firm. Please note Golden West Arbor Services only provided hourly rates and therefore the proposal is not being considered. After a thorough review of the remaining two proposals, it was determined WCA offered more competitive pricing and services. WCA's proposal (see attached WCA Proposal) outlines the rates provided in year one (1) and two (2) will remain the same before an increase begins in year three (3). In addition, WCA's current awareness of the City's needs, familiarity with the community (working around horses), and overall positive performance during the current contract will allow the City to continue our high level of service to the community. Staff prepared a summary sheet of the services that are comparable between the two proposals to allow for comparison (see Fee Schedules).

Staff is recommending the City Council accept the proposal from West Coast Arborists, Inc. and award a five (5)-year Tree Trimming, Removal, and Planting Contract in an amount not to exceed amount of $250,000 annually. The agreement does allow for two one (1)-year extensions approved by mutual agreement.

FISCAL IMPACT:

The funding for contract tree maintenance services in the amount of $250,000 is traditionally funded from Gas Tax Fund. However, for fiscal year 2023-24 the Gas Tax Fund is anticipated to have insufficient funds to cover all the various services funded annually, therefore, staff is proposing Council approve the use of Measure R funds for the upcoming fiscal year. If sufficient Gas Tax Revenues are available in subsequent fiscal years to cover contract tree maintenance, then those services will revert back to the Gas Tax Fund.

RELATIONSHIP TO STRATEGIC PLAN:

Approval of the multi-year tree maintenance contract is consistent with Strategic Direction No. 5 - Infrastructure & Asset Management: Ensure timely preservation, replacement, improvement and acquisition of infrastructure and capital assets.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager

Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

West Coast Arborist Proposal
Fee Schedule Comparison
West Coast Arborist Contract

City of Norco
RFP/Q – Tree Trimming, Removal and Planting Contract Services

Client Name / RFP Name
2 Setting the Gold Standard
Table of Contents
LETTER OF OFFER ............................................................................................................................. 3 COMPANY QUALIFICATIONS ......................................................................................................... 4 Company Introduction ........................................................................................................... 4 SCOPE OF SERVICES ....................................................................................................................... 6 TEAM QUALIFICATIONS .................................................................................................................. 9 PROJECT APPROACH AND MANAGEMENT............................................................................... 12 Workflow Timelines ................................................................................................................. 14 CLIENT REFERENCES ...................................................................................................................... 15 TEAM MEMBER RESUMES .............................................................................................................. 16 APPENDICES .................................................................................................................................. 18

Client Name / RFP Name
4 Setting the Gold Standard

COMPANY QUALIFICATIONS
Company Introduction
WEST COAST ARBORISTS, INC. (WCA)
is a family-owned and operated union company employing over 1,100 full-time employees providing tree maintenance and management services. We are proudly serving over 3300
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

CORPORATE OFFICE
2200 E. Via Burton St.

Anaheim, CA 92806

REGIONAL OFFICES
Escondido, CA
Fresno, CA
Indio, 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
Martin Cortez, Area Manager
Riverside Office
21718 Walnut Ave.

Grand Terrace, CA 92313
Phone (909) 783-6544
Fax (909) 783-6515
Email: [email protected]
EMERGENCY RESPONSE 24/7
1 800 LIMB DOWN

Client Name / RFP Name
5 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. disqualified, removed, or otherwise prevented from bidding on, or completing any contract for tree maintenance services.
• In business continuously and actively since 1972
• Contractor’s License C61/D49,
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
• 1,100+ employees
• 330+ 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 $140 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)

Client Name / RFP Name
6 Setting the Gold Standard

SCOPE OF SERVICES
Grid Tree Pruning
Grid tree pruning is based on pruning in pre-designed districts, or grids on a set cycle and in its entirety. This includes pruning all trees (small, medium and large-sized.) Pruning will include structural pruning, crown raising, and slight crown cleaning in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and shall have no more than 15% of the live foliage removed at a given time.

Special Request Tree Pruning
Special Request Tree Pruning includes tree maintenance services on designated tree(s) as ordered by the City’s Arborist or designee. This category of pruning may include structural pruning, crown raising, crown cleaning and/or pruning to restore the crown. Whichever work type is ordered by the City, pruning will be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards and the Best Management Practice, Tree Pruning Guidelines. Trees that are identified for a Special Request Tree Prune shall have approximately 25% of the live foliage removed at a given time.

Pruning to reduce the tree’s crown (or Crown Reduction Pruning) may be performed when conditions within the crown of a hardwood tree are such that the overall canopy mass and excessive wood weight needs to be reduced. This type of prune is performed when the City’s primary objective is to maintain or improve tree health and structure and will be charged at the Crew Rental rate as agreed upon by the City and WCA.

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

Young Tree Maintenance (Optional)
Proper pruning and care during the early stages of the tree’s life will save money in the future, and create a safer, more beautiful, healthy, easy-to-maintain tree. We believe that tree care that is performed early will affect its shape, strength and life span. Our specialized small tree care team consists of certified personnel trained to perform the following under the hourly rate:
• Selective structural pruning
• Removal of dead, interfering, split and/or broken limbs • Pre-conditioning the water retention basin built around the tree • Staking or re-staking
• Adjusting tree ties
• Adjusting trunk protectors
• Weed abatement

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

Tree and Stump Removal Operations
With a minimum of 48 hours advanced notice, WCA will inform Underground Service Alert (USA) of the location of work for the purpose of identifying any and all utility lines. The removal process consists of lowering limbs delicately onto the ground to prevent any hardscape damage.

Immediately following the removal, the stump will be ground down, if ordered to do so and with proper USA notification. Our standard stump grinder is the Vermeer SC802. This stump grinder is ideal for any size job and can be used to grade large stumps. We also use the Dosko SC69 stump grinders. These are intended to remove tree stumps and exposed root systems close to ground level. Tree removal and stump removal are to be charged separately in accordance with the contract.

Tree Watering
Tree watering will be performed by a full-time, WCA team member on various routes, when requested by the Agency. This team will also be responsible for reporting special care needs to the small tree care team. This could include reporting weeds, soil that has settled, and/or staking and tying needs. WCA currently provides tree watering in the cities of Culver City, Santa Clarita and Santa Monica as part of their regular tree maintenance services.

Emergency Response
We are prepared for emergency calls 24 hours a day, 7 days a week, including holidays. The toll free number is 866-LIMB-DOWN (866-546-2369). This number will be provided to the Agency, Police Department and/or Fire Department. Our emergency response team will do what is necessary to render the hazardous tree or tree-related condition safe until the following workday.

Tree Planting
We can replace trees that have been removed and plant new trees in accordance with the City’s 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.

Client Name / RFP Name
8 Setting the Gold Standard
Crew Rental
Due to our vast amount of resources, including our specialty equipment and qualified personnel we are able to extend our commitment to our customers by providing various miscellaneous services outside of the most common tree maintenance services:
• Misc. use of aerial towers and cranes (including equipment rental) • Crown reduction
• Crown restoration
Arborist Reports
We have full-time Certified Arborists on staff that can prepare detailed arborist reports, tree evaluations and site inspections based on your specific needs. Reporting can be generated for one tree or an entire selection and is handled on a case-by-case basis.

WCA provides the technology,
management, and civic experience
that makes it the preferred tree
management partner across the West.

Plant Health Care
Tim Crothers, Plant Health Care Manager
ISA Board Certified Master Arborist WE-7655 BUM
DPR Qualified Pest Control Applicator #145321, QAL Category B & D Our PHC program managed by Tim goes beyond standard chemical applications. We have developed an efficient Integrated Pest Management Program (IPM) that requires diagnosis before treatment. WCA is staffed with licensed applicators and advisors that are environmentally conscious as well as compliant with the California Department of Pesticide Regulation. This service allows us to provide you with:
• Proper diagnosis based on on-site inspection with laboratory testing when necessary • Proactive and preventative recommendations that reduce the amount of potential pest and disease issues
• Follow-up evaluations to ensure that the recommended treatments result in a healthy and balanced urban forest

Client Name / RFP Name
9 Setting the Gold Standard

TEAM QUALIFICATIONS
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.

Client Name / RFP Name
10 Setting the Gold Standard

Client Name / RFP Name
11 Setting the Gold Standard
WCA’s ISA Certified Arborists
ADAN BALTAZAR REYNAGA WE-7786AT HERMINIO PADILLA WE-7552AUTM JOSE MANUEL PEREZ WE-0818AT REBECCA A. MEJIA WE-2355A ANDREW JOSEPH PINEDA WE-12738A HUGO ANGEL RINCON WE-8710AT JOSEPH NICK ALAGO WE-4396AU RENE ROSALES WE-7941AT ANDREW R. TROTTER WE-0642AU IGNACIO LOPEZ WE-7329AU JOSEPH BARTOLO WE-2034AU RICHARD R. MAHONEY WE-1171A ANDREW JOSEPH ONDREJECH WE-13817A ISAAC GARZA, JR. WE-8689A JUAN ORTIZ WE-8514AT ROBERT EDWARD KNIGHT WE-11564AT BENJAMIN EUGENE BORDSON WE-10777A ISAAC ONTIVEROS WE-8567A JUAN P. LAIJA, JR. WE-13425A ROBERT D. THOMPSON WE-0915AU BRIAN C. KIRKEGAARD WE-10476AT ISAIAS BARAJAS MACIAS WE-10979AT JULIO C. GARCIA VAZQUEZ WE-11175AT ROBERT A. WRIGHTSON WE-10411A BRIAN M. KOCH WE-0341A ISIDRO ESTRADA BARBOZA WE-11685A JUSTIN LEE MENZEL WE-11756A ROSE M. EPPERSON WE-1045A CALVIN F. HAUPT WE-7634A J. ALONSO GARCIA-LOPEZ WE-8499A KANAMI MARIE OTANI WE-13275A RYAN R. COLBERT WE-13154A DANE JENSEN WE-12014A JAIME ROGELIO HERNANDEZ WE-5297AT KELLY ANN PARKINS WE-13868A SAMUEL JIMENEZ WE-11109AT DANIEL CHAVARRIA WE-10292AT JAMES PAUL SPECK II WE-10858AT KRIS BURBIDGE WE-9566AUM SEAN PATRICK SULLIVAN WE-10050AT DANIEL MAHONEY WE-10434A JASON ROSS DAVLIN WE-7628A LEONARDO RAMOS WE-11264AT SHAWN A. GUZIK WE-3182AU DANIEL RIVAS WE-10850AT JASON PINEGAR WE-2039AU LEONEL CORTEZ WE-8625AT STEFAN B. KALLENBERG WE-10730AT DANIEL WILLIAM VILLA, II WE-13609AT JEREMY PAUL PIERCE WE-12566A LORENZO PEREZ WE-7443AT STEPHEN GLENN DAVIS, JR. WE-10894AUTM DAVID GLYN EVANS WE-1588A JERRY A. ROWLAND WE-6353A MANUEL BRIANO WE-8791AT STEVE B. HUNT WE-1044AT DEBORAH DEPASQUALE WE-3812A JOEL LOPEZ WE-10871AT MARCO A. PADILLA JIMENEZ WE-8621AT TIMOTHY R. PATTERSON WE-12037A EDIBERTO SERNA SALAZAR WE-11051AT JOHN LEE PINEDA WE-10367AUT MARIO A. GONZALEZ WE-13119A TYLER KEASBEY LEHMANN WE-13460A EDUARDO VARGAS WE-11058AT JORGE MAGANA WE-3460A MATEO ARVIZU WE-10151AT VICTOR M. GONZALEZ WE-7175AM ERNESTO J.F. MACIAS WE-7120AUM JOSE LUIS ABALOS WE-8734A MICHAEL ALAN DA SILVA II) WE-12483A WALLACE BURCH WE-0713AT FELIX HERNANDEZ WE-2037AT JOSE M. CORTEZ TORRES WE-8539AUT MICHAEL LOUIS YOUNG WE-11687AT WILLIAM STEVE PONCE WE-6461A FRANCIS LEO MALABUYOC WE-12279AT JOSE MANUEL JIMENEZ URQUIZO WE-11111AT MICHAEL ANTHONY NUNES WE-12943A GENARO VICENTE CORONEL WE-12740A JOSE INEZ MANCILLA WE-10983AT MITCHELL ANDREW OWENS WE-12619AT GERARDO MARTINEZ GARCIA WE-11358A JOSE M. CHAVARRIA MANZO WE-11210AT NESTOR M. CABRERA MORA WE-13613AT GERARDO PEREZ WE-9131AT JOSE A. ALVAREZ WE-10908AT NESTOR VALENCIA WE-11359A GONZALO REGALADO WE-9952AT JOSE ALFREDO GONZALEZ WE-6475AT OSCAR GUTIERREZ WE-12783AT HECTOR MONTES WE-8079AUT JOSE LUIS DELREAL WE-11231AT PATRICK O. MAHONEY WE-1172A WCA’s ISA Certified Tree Worker/Climbers
AN BALTAZAR REYNAGA WE-7786AT GABRIEL GAMINO WE-11167T JOSE M. MUNIZ GARCIA WE-11686T SALUSTIO SANCHEZ ARROYO WE-11462T ADAN RODRIGUEZ WE-11281T GABRIEL MERCADO RUIZ WE-11568T JOSE MANUEL PEREZ WE-0818AT SAMUEL JIMENEZ WE-11109AT ADOLFO S. RUIZ WE-11294T GAMALIEL MANZANO CORONA WE-12280T JUAN AMADOR ARCE WE-11480T SANTOS MACIAS LEMUS WE-10980T ADRIAN MUNOZ WE-13987T GEORGE HERNANDEZ PEREZ WE-12269T JUAN BECERRA WE-10932T SEAN PATRICK SULLIVAN WE-10050AT ALFREDO ANGEL LOPEZ WE-11334T GERARDO MARTINEZ GARCIA WE-10997T JUAN C. LOPEZ GARCIA WE-12918T SERGIO LOPEZ-RIVERA WE-10957T ANDRES ROMAN WE-11285T GERARDO PEREZ WE-9131AT JUAN MARQUEZ WE-10987T SERGIO MACIAS-PEREZ WE-10920T ANDREW JOSEPH ONDREJECH WE-13817AT GERARDO PEREZ BADILLO WE-13986T JUAN ORTIZ WE-8514AT STEFAN B. KALLENBERG WE-10730AT ANTHONY DOUGLAS FONG II WE-12051T GERARDO A. ORDUNO WE-11036T JUAN C. PENA-ARIAS WE-11327T STEPHEN GLENN DAVIS, JR. WE-10894AUTM ANTONIO CASTELLANOS WE-11203T GONZALO REGALADO WE-9952AT JUAN TELLEZ TAPIA WE-11137T STEVE B. HUNT WE-1044AT ANTONIO GARCIA CONTRERAS WE-11173T HARLEY THOMAS DAVIS WE-13430T JUAN C. TORRES-COVARRUBIAS WE-12343T TRISTON JAMES POWERS WE-12211T ARIEL ALONSO WE-10906T HECTOR MONTES WE-8079AUT JULIO C. GARCIA VAZQUEZ WE-11175T TYLER KEASBEY LEHMANN WE-13460AT ARMANDO O. LOPEZ WE-10953T HERIBERTO CORONEL WENCESLAO WE-11218T LEONARDO RAMOS WE-11264T VENTURA GOMEZ WE-11180T ARMANDO SOTO WE-11131T HERMINIO PADILLA WE-7552AUTM LEONEL CORTEZ WE-8625AT WALLACE BURCH WE-0713AT AURELIO PAZ-GUZMAN WE-11084T HUGO ANGEL RINCON WE-8710AT LETUSA MUAAU, JR. WE-11021T BENJAMIN EUGENE BORDSON WE-10777AT HUMBERTO CHAVARRIA WE-11207T LORENZO ARREOLA-MURILLO WE-13612T BRIAN C. KIRKEGAARD WE-10476AT ISAIAS BARAJAS MACIAS WE-10979AT LORENZO PEREZ WE-7443AT BRIAN NORTON WE-12678T ISRAEL A. RAMIREZ WE-11567T LUIS P. PEREZ WE-11245T CANDELARIO PRIEGO WE-12781T J. SOCORRO GARCIA WE-11172T LUIS A. MUNOZ RAMIREZ WE-11023T CARLOS IXTA WE-11106T JAIME ROGELIO HERNANDEZ WE-5297AT MANUEL BARRAGAN WE-10925T CARLOS LEYVA BARAJAS WE-12620T JAMES PAUL SPECK II WE-10858AT MANUEL BRIANO WE-8791AT CARLOS RAMOS WE-11263T JESUS M. SARABIA PENA WE-11450T MARCO A. CASTILLO REYES WE-13429T CELEDONIO R. MANZANO OLEA(E WE-10984T JESUS A. MONTES( WE-11014T MARCO A. PADILLA JIMENEZ WE-8621AT CELESTINO PEREZ WE-11243T JESUS E. GARCIA ARCE WE-13723T MARCOS RICHARD-MARTINEZ WE-10989T CESAR GUADALUPE VALENZUELA REYES WE-11076T JOEL LOPEZ WE-10871AT MATEO ARVIZU WE-10151AT CESAR WENCESLAO WE-10968T JOEL MARTINEZ WE-10992T MELCHOR LEMUS WE-11237T CUAUHTEMOC AMEZCUA QUEZADA WE-14058T JOEL ORTIZ WE-11039T MICHAEL ALAN DA SILVA II WE-12207T DANIEL CHAVARRIA WE-10292AT JOEL M. RIVERA WE-11273T MICHAEL LOUIS YOUNG WE-11687AT DANIEL ELIZARRARAS WE-13611T JOHN LEE PINEDA WE-10367AUT MIGUEL AYALA WE-10924T DANIEL RIVAS WE-10850T JONATHAN GARCIA HERNANDEZ WE-13989T MIGUEL MACIAS WE-10978T DANIEL WILLIAM VILLA, II WE-13609T JORGE ARREOLA-HERNANDEZ WE-11321T MIGUEL A. VALERIO AJAL WE-13848T DELFINO AGUILAR-MORALES WE-10900T JORGE DUENAS WE-11144T MITCHELL ANDREW OWENS WE-12619T DEMETRIO LIRA WE-11323T JORGE JIMENEZ WE-11110T NELSON R. AGUIRRE WE-10901T DEMETRIO OSEGUERA WE-11043T JOSAFAT MONTOYA WE-11015T NESTOR M. CABRERA MORA WE-13613T EDIBERTO SERNA SALAZAR WE-11051T JOSE AGUAYO WE-10899T NICOLAS GODINA WE-11907T EDUARDO AVILA WE-10812T JOSE ABEL CANCINO WE-11192T OSCAR GUTIERREZ WE-12783T EDUARDO HERNANDEZ WE-12917T JOSE AGUSTIN CARRILLO WE-11200T PEDRO CUEVAS WE-11765T EDUARDO VARGAS WE-11058AT JOSE M. CORTEZ TORRES WE-8539AUT PEDRO GARCIA WE-11168T EDWIN ANTONIO FUENTES WE-12777T JOSE R. GRANADOS WE-11186T PEDRO ADALBERTO HERNANDEZ

ALTAMIRANO
WE-11095T
FAUSTO GUZMAN WE-11083T JOSE JIMENEZ WE-11108T PEDRO SANDOVAL WE-11301T FELIX GARCIA WE-11170T JOSE JIMENEZ HERNANDEZ WE-11113T RAMON ZUNIGA GOMEZ WE-10977T FELIX HERNANDEZ WE-2037AT JOSE MANUEL JIMENEZ URQUIZO WE-11111T RANULFO PERALTA CASTANEDA WE-11202T FRANCIS LEO MALABUYOC WE-12279AT JOSE INEZ MANCILLA WE-10983T RAUL JIMENEZ DURAN WE-13865T FRANCISCO URENA JIMENEZ WE-11075T JOSE M. CHAVARRIA MANZO WE-11210AT RAUL MANZO HERNANDEZ WE-10985T FRANCISCO LOPEZ WE-10952T JOSE RODRIGUEZ WE-11277T RAUL TELLEZ TAPIA WE-11138T FRANCISCO RAMIREZ WE-11259T JOSE ALEJANDRO VALENZUELA WE-11674T RENE ROSALES WE-7941AT FRANCISCO VILLANUEVA WE-10965T JOSE A. ALVAREZ WE-10908T ROBERT EDWARD KNIGHT WE-11564T FRANCISCO F. WENCESLAO BARAJAS WE-10969T JOSE ALFREDO GONZALEZ WE-6475AT ROMUALDO GAETA LUNA WE-11165T FRED LOPEZ-PASTOR WE-13988T JOSE LUIS DELREAL WE-11231AT SALOMON SILVA WE-11053T

Client Name / RFP Name
12 Setting the Gold Standard

PROJECT APPROACH AND MANAGEMENT
Implementation Plan
To ensure the quality of work and the level of service
expected, WCA abides by a well-defined quality control
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: Martin Cortez
ISA Certification #: WE-8689A
TCIA CTSP #3312
ISA Tree Risk Assessment Qualified
The project Area Manager will be the central point of contact and will work cooperatively with Agency staff, local residents and business owners, etc. The Area Manger will provide overall field supervision and crew management.

Daily Management
Daily management will consist of, but not be limited to:
• Email notification complete with location, crew, equipment type, and work description • Supervise crew personnel to insure proper pruning standards are followed in a safe manner • Traffic control setup and maintenance of work zone
• Ensure work area is left free of debris at the end of shift • Maintain record of work completed each day
• Maintain good public relations at all times
• Provide immediate notification to Agency Inspector upon damage of personal property including a plan for corrective measures to take place within 48 hours Weekly Management
• Weekly management will consist of, but is not limited to:
• Weekly inspection of work completed
• Meet with the Agency to review work schedule and progress • Insure standards of pruning are performed in accordance with Agency specifications • Maintain open communication
Special shifts including
weekends and evenings
can be arranged in
accordance with the
Agency’s specifications.

Client Name / RFP Name
13 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.

Client Name / RFP Name
14 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

Client Name / RFP Name
15 Setting the Gold Standard

CLIENT REFERENCES
West Coast Arborists understands the challenge that many cities face to reduce the cost of tree maintenance services, while increasing the level of performance. Utilizing our services as a valuable, cost-effective resource, cities are able to provide better services to their community.

These contracts cover a range of services from providing emergency response to maintaining the Agency’s entire urban forest.

CITY OF ONTARIO SINCE 1998
The City of Ontario and WCA have been working together on the City’s urban forest since 1998.

Requested work under this contract includes grid pruning, palm pruning, tree and stump removal, tree planting, a GPS tree inventory and other arborist services including report writing and plant health care for pests and more.

Contact: Phillip Marino, Parks & Maintenance Supervisor 303 E. B Street, Ontario, CA 91764 ~ (909) 229-6557 ~ [email protected] ANNUAL BUDGET: $2,600,000
CITY OF CORONA SINCE 2006
The City of Corona and WCA have been working together on the City’s urban forest since 2006.

City crews maintain the landscape maintenance districts. The City has initiated a removal project where dead, diseased, and dying trees are being phased out. In turn, the City has been planting over 100 trees annually.

Contact: Moses Cortez, Parks & Landscape Supervisor
755 Public Safety Way, Corona, CA 92880 ~ (951) 817-5728 ~ [email protected] ANNUAL BUDGET: $3,000,000
CITY OF FONTANA SINCE 1994
WCA has serviced the City of Fontana for over 25 years. In addition to maintaining the City’s street & park trees, we provided a GPS tree inventory using ArborAccess. The inventory allows them to budget and properly plan the maintenance of their urban forest. With a tree population of over 60,000 trees, the City utilizes a grid pruning cycle.

Contact: Chuck Hays, Public Services Director
16489 Orange Way, Fontana, CA 92335 ~ (909) 350-6530 ~ [email protected] ANNUAL BUDGET: $1,300,000
CITY OF REDLANDS SINCE 2004
WCA provides complete urban forestry management for more than 38,000 trees, including tree pruning, removals, planting and emergency services. We also provide inventory updates to the City’s own inventory database.

Contact: Erick Reeves, Parks Division Coordinator
1270 W. Park Ave. #J, Redlands, CA 92373 ~ (909) 798-7853 ~ [email protected] ANNUAL BUDGET: $200,000
CITY OF LAKE ELSINORE SINCE 2004
WCA provides the City of Lake Elsinore with citywide tree maintenance services. This work includes maintaining the City’s grid pruning cycle, service request pruning, tree and stump removals, tree planting, GPS tree inventory updates and emergency response.

Contact: Chris Erickson, Public Works Supervisor
521 N. Langstaff St., Lake Elsinore, CA 92530 ~ (951) 674-5170 ~ [email protected] ANNUAL BUDGET: $212,000

Client Name / RFP Name
16 Setting the Gold Standard

TEAM MEMBER RESUMES
Meet the Team: Project Team
NICK ALAGO Regional Manager/V.P.

Mr. Alago has been with WCA since 1999. He has nearly 35 years’ experience in the arboriculture field. He started with WCA as a Foreman and was continuously promoted reaching the status of Area Manager. For over 10 years, he excelled as an Area Manager for the Inland Empire and was promoted in 2020 to Regional Manager. As a Regional Manager for the Los Angeles and Inland Empire areas, he oversees the operations and provides support to the Area Managers. His extensive knowledge of the urban forest is a columniation of experience and continued education as well as certification that is offered in the industry.
• ISA Certified Arborst #WE-4396 AU
• TCIA Certified Treecare Safety Professional (CTSP) #250 • ISA Tree Risk Assessment Qualified
• TLC Wildlife Aware Certified
MARTIN CORTEZ Area Manager
Mr. Cortez has been with WCA since 2006. Martin has worked as a groundman and trimmer. In time, his efforts were recognized as he is experienced a number of promotions: from Crew Leader to Foreman to Supervisor to now being the Area Manager of Riverside County and beyond. Today, Martin is responsible for field operations and management of crews. He is also involved in scheduling, evaluation, and production of street tree maintenance. He currently manages contracts for all of Riverside County customers.
• ISA Certified Arborist #WE-8539 AUT
• ISA Tree Risk Assessment Qualified
• TCIA Certified Treecare Safety Professional (CTSP) #2958 MARCO PADILLA Project Supervisor
As Site Supervisor, Marco is a full-time employee and speaks fluent English. Marcol started his career with WCA in 2003, working his way up from groundman to Foreman and Supervisor. He is responsible for reviewing the day’s activities, assisting the Area Manager in scheduling, and ensuring proper safety procedures are being followed. As Supervisor, he will communicate with City officials and other interested parties on a daily basis. Report and resolve malfunctions, damage, or industrial injury. He also assists in employee training programs, maintaining records, and filing daily reports and receipts.
• ISA Certified Arborist/Tree Worker Climber #WE-0818AT • TCIA Certified Treecare Safety Professional (CTSP) #575 • ATSSA Traffic Control Technician #459650

Client Name / RFP Name
17 Setting the Gold Standard
LEONEL CORTEZ Project Supervisor
As Site Supervisor, Leo is a full-time employee and speaks fluent English. Leo started his career with WCA in 2002 as a groundsman and has an extensive knowledge of arboriculture and tree maintenance for municipalities. He is responsible for reviewing the day’s activities, assisting the Area Manager in scheduling, and ensuring proper safety procedures are being followed. As Supervisor, he will communicate with City officials and other interested parties on a daily basis. Report and resolve malfunctions, damage, or industrial injury. He also assists in employee training programs, maintaining records, and filing daily reports and receipts. • ISA Certified Arborist/Tree Worker Climber #WE-8625AT • TCIA Certified Treecare Safety Professional (CTSP) #3891& TCIA EHAP Certified • TLC Wildlife Aware
Meet the Team: Support Staff
REINA GODOY Customer Service Rep. (CSR)
Reina joined WCA in 2017 and has since been providing customer service to the Riverside region and is the office manager for our office in Grand Terrace. As the CSR (Customer Service Representative), Reina is responsible for providing support to the Area Manager, Site Supervisors and crew. She is to act as a liaison between the company and it’s clients as well as the general public.

Reina is responsible for responding to customer service inquires and facilitating contracting functions, such as: mapping, underground service alert, data entry, field book preparation, list preparation, etc.

ANDREW PINEDA GIS Manager
Andrew Pineda has been with WCA since 2018. As WCA’s GIS Analyst, he works on a wide range of projects including tree inventories scope and collection, iTree analysis, tree canopy assessments, tree planting prioritization, ArborAccess training, grant funded tree planting projects, and much more. He was worked with tree inventories of all sizes from small campus inventories with less than 5,000 trees to large California cities with over 140,000 trees. He has in-depth knowledge and understanding of tree inventories, urban forestry best practices, and spatial data. He has also participated in the conversion of tree inventories and the newest version of ESRI ArcGIS. • ISA Certified Arborist #WE-12738A
• M.S. Geographic Information Science (GIS), CSU Long Beach • B.A. Environmental Sciense, Boston University

PRE-JOB BRIEFING

CREW EVALUATION

1 Setting the Gold Standard
APPENDIX A: EQUIPMENT & CERTIFICATIONS
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

2 Setting the Gold Standard
Type Make/Model Description VIN
Aerial Tower 2012 FORD F650 TECO W/65' 3FRNF6HP4CV246833 Aerial Tower 2019 FORD F750 / TEREX - XT PRO 60 1FDNF7AY7KDF03761 Aerial Tower 2019 FORD F550 / TEREX LT 40 1FDUF5GY4KDA04858 Aerial Tower 2002 GMC C7500/COMBO HI-RANGER XT5 1GDL7H1E52J507471 Aerial Tower 2018 FORD W/HI-RANGER
5FB-52 F750 w/ HIRANGER 1FDPF7AY4GDA02388
Aerial Tower 2017 FORD F750W/TEREX XTPRO 60-70 1FDPF7AY0HDB07057 Aerial Tower 2008 FORD F550 W/HI-RANGER TL38P 1FDAF57R18ED97801 Aerial Tower 2019 FORD F750 /TEREX XT PRO 56 COMBO 1FDNF7AY3KDF02753 Aerial Tower (90') 2017 FORD F750 W/1090i BOOM 1FDPF7AY3HDB05996 Aerial Tower (90’) 2019 FORD F750 W/1090i BOOM 1FDPF7AY4KDF08781 Arrowboard 2013 WANCO SOLAR ARROW BOARD
Arrowboard 2018 WANCO ARROW BOARD 5F11S1011J1004467
Arrowboard 2015 WANCO WTSP55-LSAC ARROW BOARD 5F11S1015F1004804 Chipper 2018 VERMEER BC1500 BRUSH CHIPPER (GAS) 1VR2181V3K1009416 Chipper 2013 VERMEER BC1000-49 1VRY11199D1020041
Chipper 2013 VERMEER BC1000-49 1VRY11195D1020036
Chipper 2011 VERMEER BC1000-49 BRUSH CHIPPER 1VRY11193B1016399 Chipper 2013 VERMEER BC1000-49 1VRY11198D1018961
Chipper 2011 VERMEER BC1000-49 BRUSH CHIPPER 1VRY11194C1017420 Chipper 2011 VERMEER BC1500 BRUSH CHIPPER 1VR2161V6C1002868 Chipper 2012 VERMEER BC1000-49 BRUSH CHIPPER 1VRY11192C1017593 Chipper 2011 VERMEER BC1000-49 BRUSH CHIPPER 1VRY11196C1017192 Chipper 2018 VERMEER BC1200 BRUSH CHIPPER (GAS) 1VR7141Y0H1003087 Chipper 2018 VERMEER BC1500 BRUSH CHIPPER 1VR2181V3J1009009 Chipper 2016 VERMEER BC1500 BRUSH CHIPPER 1VR2181V7H1008410 Dump Truck 2018 FORD F450 STUMP TRUCK 1FDUF4GY6JED03724 Dump Truck 2019 FORD F750 CHIPPER TRUCK 1FDNF7AY9KDF02725 Dump Truck 2019 FORD F650 CHIPPER TRUCK 1FDNF6AY1KDF11817 Dump Truck 2013 FORD F650 DUMP TRUCK 3FRNF6HP2CV246832
Dump Truck 2018 FORD F750 1FDNF7AY4KDF01787
Dump Truck 2018 FORD F750 1FDNF7AY6KDF01788
Dump Truck 2018 FORD F350 STUMP TRUCK 1FDRF3G68JED01228 Dump Truck 2015 FORD F550 SUPER DUTY 1FDUF5GY5GEA85032
Dump Truck 2015 FORD F650 CHIPPER TRUCK 1FDNF6AY5GDA03034 Dump Truck 2017 FORD F650 CHIPPER TRUCK 1FDNF6AY9HDB05180 Dump Truck 2017 FORD F550 CHIPPER TRUCK 1FDUF5HY3HED72045 Loader 2021 CATERPILLAR 908M WHEEL LOADER CAT0908MVH8804944 Loader 2021 CATERPILLAR 908M WHEEL LOADER CAT0908MAH8805187 Loader 2012 CATERPILLAR 908H2 CAT0908HCJRD00584
Loader 2018 CATERPILLAR 908M WHEEL LOADER CAT0908MHH8803426 Mechanic Truck 2015 CHEVROLET 2500 MECHANIC TRUCK 1GB0CUEG9FZ520128

3 Setting the Gold Standard
Pickup 2020 DODGE RAM 2500 PICKUP 3C6MR4AJ3LG181253
Pickup 2018 DODGE RAM 1500 SLT PICKUP 3C6JR6ET9JG171138 Pickup 2018 DODGE RAM 2500 3C6LR4AT5JG176971
Pickup 2018 DODGE RAM 1500SLT 3C6JR6ET6JG143345
Pickup 2019 DODGE RAM 1500 PICKUP 3C6JR6ET7KG572169
Pickup 2014 FREIGHTLINER 108-SD 3ALHG5CYXFDGA5076
Pickup 2013 VERMEER BC1000-74 1VRY11197D1019759
Pickup 2014 DODGE RAM 1500 3C6JR6DT9EG280884
Pickup 2015 DODGE RAM 1500 PICKUP 3C6JR6DT2FG626307
Pickup 2018 DODGE RAM 1500 SLT PICKUP 3C6JR6ETXJG304635 Pickup 2019 DODGE RAM 1500 PICKUP 3C6JR6DT8KG522656
Pickup 2019 DODGE RAM 1500 PICKUP 3C6JR6DT3KG522659
Pickup 2020 DODGE RAM 1500 3C6JR6ET0LG210797
Pickup 2016 DODGE RAM 1500 PICKUP 3C6JR6DT8GG245515
Pickup 2021 DODGE RAM 1500 3C6JR6ET3LG210793
Pickup 2015 DODGE RAM 1500 PICKUP 3C6JR6DTXFG651715
Pickup 2016 TOYOTA TACOMA SR5 3TMBZ5DN8GM004631
Pickup 2016 DODGE RAM 1500 PICKUP 3C6JR6DT9GG326233
Pickup 2017 DODGE RAM 1500 3C6JR6DTXHG738291
Pickup 2016 DODGE RAM 1500 PICKUP 3C6JR6DT7GG326246
Pickup 2017 DODGE RAM 1500 PICKUP 3C6JR6ET3JG140015
Pickup 2019 DODGE RAM 1500 PICKUP 3C6JR6ET4KG581847
Roll-Off Truck 2019 FREIGHTLINER 108SD ROLL OFF/PUSHER VALEW 1FVMG5D2XKHKG8662 Roll-Off Truck 2015 FREIGHTLINER 108 SD ROLL OFF 1FVHG5CY5GHHD7903 Roll-Off Truck 2019 FREIGHTLINER 108SD ROLL OFF/PUSHER VALEW 1FVMG5D26KHKG8660 Roll-Off Truck 2018 FREIGHTLINER 108SD ROLL OFF/PUSHER 1FVMG5FE5JHKA6396 Stump Grinder 1997 VERMEER SC252 STUMP GRINDER 1VRN071FXT1001057 Stump Grinder 2018 VERMEER SC802 STUMP CUTTER 1VR2151J1J1003107 Stump Grinder 2018 VERMEER SC802 STUMP CUTTER 1VR2151J4K1003121 Stump Grinder 2005 VERMEER SC802 STUMP GRINDER 1VR2151J661000145 Stump Grinder 2015 VERMEER SC802 STUMP CUTTER 1VR2151J0G1002054 Trailer 1996 VERMEER TRAILER CARRIER FOR G46 1VRN091J2T1000517 Trailer 1990 LEE TRAILER AH76416 2 AXLE TRAILER 4LCAT07S2L1001476

IN-HOUSE FLEET MAINTENANCE
We currently have more than 1,500 pieces of fairly new equipment that enables us to replace equipment immediately should there be any unforeseen mechanical problems. We employ over

4 Setting the Gold Standard
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.

5 Setting the Gold Standard
OSHA Certification of Aerial Equipment

6 Setting the Gold Standard

7 Setting the Gold Standard
CHP Commercial Vehicle Inspection Report
Our company has been assigned CHP Carrier Number CA68562 in the California Highway Patrol’s Management Information System of Terminal Evaluation Records (MISTER), which is an automated file pertaining to the motor carriers operating in the State of California. MISTER gives the CHP immediate access to emergency information about our company and enhances the CHP’s capability to monitor the overall safety operations of our company. Certificate below is valid for 4 years: 10/11/22 – 10/11/26.

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.

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.

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.

City of Norco
Proposed Rates for Tree Maintenance Services
FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
1 Grid Tree Pruning Each 75.00 $ 75.00 $ 80.00 $ 85.00 $ 90.00 $ 2 Clearance Tree Pruning Each 65.00 $ 65.00 $ 67.00 $ 69.00 $ 71.00 $ 3 Service Request Tree Pruning 0-12" DBH Each 75.00 $ 75.00 $ 80.00 $ 85.00 $ 90.00 $ 4 Service Request Tree Pruning 13-24" DBH Each 125.00 $ 125.00 $ 132.00 $ 140.00 $ 150.00 $ 5 Service Request Tree Pruning 25-36" DBH Each 225.00 $ 225.00 $ 235.00 $ 245.00 $ 255.00 $ 6 Service Request Tree Pruning 37" & over DBH Each 275.00 $ 275.00 $ 285.00 $ 295.00 $ 300.00 $ 8 Coco/King Palm Pruning Each $ 70.00 $ 72.00 70.00 $ 74.00 $ 76.00 $ 9 Washingtonia Robusta Pruning Each $ 80.00 $ 80.00 80.00 $ 85.00 $ 90.00 $ 10 Date Palm Pruning Each $ 275.00 $ 283.00 275.00 $ 290.00 $ 298.00 $ 11 Palm Tree Skinning Linear Foot $ 34.00 $ 35.00 34.00 $ 36.00 $ 37.00 $ At the direction of CITY, pruning will be done per pre-designed districts along street segments, grids, or prune routes on a set cycle to include trees of various sizes. Pruning consists of tree canopy raising over roadways, sidewalks, and in park locations; work to include selective tree thinning, crown cleaning and structurally pruning the tree canopy; and for immature trees, restaking and/or retying, as needed. In addition pruning includes removing dead, broken, damaged, loose, diseased or insect infested limbs, branches, and stubs. Small limbs, including suckers and waterspouts shall be cut close to the trunk or branch from which they arise. At a minimum, tree shall be pruned to provide a minimum clearance of fourteen (14) feet over the roadway and seven (7) feet over walkways. Trees shall be pruned to remove any obstruction around traffic control devices, traffic signs, and streetlights. Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and the ANSI A300 Standards. At the direction of CITY, pruning will be done per pre-designed districts along street segments, grids, or prune routes on a set cycle to include trees of various sizes. Pruning consists of tree canopy raising over roadways, sidewalks, and in park locations. At a minimum, tree shall be pruned to provide a minimum clearance of fourteen (14) feet over the roadway and seven (7) feet over walkways. Trees can be pruned to remove any obstruction around traffic control devises, traffic signs, and streetlights. Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and the ANSI A300 Standards.At the request of the City, trees will be assigned for pruning outside of their set cycle for various reasons. Pruning may consist of tree canopy raising over roadways, sidewalks, and in park locations; thinning, reducing, restoring and structurally pruning the tree canopy in width and height reduction; and for immature trees, re-staking and/or retying, as needed. In addition pruning includes removing all dead, broken, damaged, loose, diseased or insect infested limbs, branches, and stubs shall be removed. Small limbs, including suckers and waterspouts shall be cut close to the trunk or branch from which they arise. At a minimum, tree shall be pruned to provide a minimum clearance of fourteen (14) feet over the roadway and seven (7) feet over walkways. Trees shall be pruned to remove any obstruction around traffic control devises, traffic signs, and streetlights. Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and the ANSI A300 Standards. Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and the ANSI A300 Standards. The trimming shall provide a symmetrical shape and aesthetically pleasing appearance typical of the species.Standard palm tree pruning will fall under this category and will include the removal of dead and declining fronds & seed pods. Excludes skinning.

City of Norco ‐ RFP Tree Maintenance Page 1 of 3 Rate Schedule FY23/24 thru FY27/28

FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
12 Tree and Stump Removal (regardless of size) Dia. Inch 48.00 $ 48.00 $ 49.00 $ 50.00 $ 51.00 $ 13 Tree Only Removal (regardless of size) Dia. Inch 30.00 $ 30.00 $ 30.50 $ 31.00 $ 31.50 $ 14 Stump Only Removal (regardless of size) Dia. Inch 18.00 $ 18.00 $ 18.50 $ 19.00 $ 19.50 $ 15 Root Prune trees (typical 10 foot length) Linear Foot 24.00 $ 24.00 $ 25.00 $ 26.00 $ 27.00 $ 16 Plant 15-gallon tree Each 200.00 $ 200.00 $ 206.00 $ 212.00 $ 218.00 $ 17 Plant 15-gallon tree with Root Barrier Each 225.00 $ 225.00 $ 232.00 $ 239.00 $ 246.00 $ 18 Plant 24" box tree Each 400.00 $ 400.00 $ 412.00 $ 424.00 $ 436.00 $ 19 Plant 24" box tree with Root Barrier Each 425.00 $ 425.00 $ 438.00 $ 450.00 $ 462.00 $ 20 Plant 36" box tree Each 1,295.00 $ 1,295.00 $ 1,333.00 $ 1,350.00 $ 1,375.00 $ 21 Tree Watering Day 855.00 $ 855.00 $ 880.65 $ 900.00 $ 918.00 $ 22 Crew Rental Man Hour 95.00 $ 95.00 $ 97.85 $ 100.00 $ 102.00 $ 23 Specialty Equipment (i.e., Crane, 95-ft Aerial Tower) Hour 150.00 $ 150.00 $ 155.00 $ 160.00 $ 165.00 $ 24 Emergency Response (Reg. Business Hours, Mon-Fri) Man Hour 110.00 $ 110.00 $ 113.00 $ 116.00 $ 119.00 $ 25 Emergency Response (Evening, weekend, Holidays) Man Hour 125.00 $ 125.00 $ 128.00 $ 131.00 $ 135.00 $ 26 Certified Arborist Services Hour 170.00 $ 170.00 $ 175.00 $ 180.00 $ 185.00 $ Tree planting includes the tree, stakes, ties, labor and initial watering at time of installation as directed by City staff. Planting lists should be compiled by the Inspector and submitted monthly or as needed. At the direction of the City, watering is performed by a one-man crew with a water truck who will water various tree routes including newly planted trees, landscape median and young trees that are three (3) years old and younger. Watering may also be performed on an as-needed basis.The crew and equipment can be modified to complete any type of miscellaneous tasks including special projects that may consist of extraordinary work as directed by City staff. The use of crew rental may be warranted due to inaccessibility by equipment, in park locations, slope settings, or non-linear tree pruning.On occasion the use of a crane or 95-foot aerial tower is necessary to safely operate the assigned tree operation. These pricesof quipment include the operator.The Contractor shall be required to provide emergency on call response for damaged trees due to storms or other reasons. Emergency calls may occur at any given time. The Contractor will be provided with locations and the work to be done at each location via telephone from a City authorized representative. Emergency work shall begin within 90 minutes of the initial telephone call.On occasion, the City requires tree evaluations including written reports. The Contractor shall provide an hourly rate for a Certified Arborist that can respond to the City’s request(s) for the preparation of detailed arborist reports, tree risk assessment reports tree evaluations and site inspections. Reporting can be generated on as little as one tree to an entire urban forest population and is handled on a case-by-case basis. The rate will be applied should the City request a Certified Arborist on-site.At the direction of City staff, roots shall be pruned adjacent to the edge of the sidewalk, curb and gutter or other improvements. Root pruning cuts shall be performed using root pruning equipment specifically designed for this purpose with cutting teeth sharpened adequately to sever roots in a clean manner. Root pruning cuts adjacent to the sidewalk and curb shall be four (4) inches wide and twelve (12) inches deep and a minimum of five (5) feet in each direction from the centerline of the tree.After CITY determines that a tree requires removal, CITY will prepare a list of trees to be removed, notifies homeowners, and submits lists to Contractor. CITY is responsible for marking trees so that they are easily identifiable by Underground ServiceAlert and the Contractor. Contractor calls Underground Service Alert (USA) and prepares internal work order. Crew removes tree and hauls all debris. Crew grinds stumps to a depth of approximately eighteen (18”) inches. All holes will be backfilled with a combination of native soil and minimal stump grindings and compacted to avoid settlement.

City of Norco ‐ RFP Tree Maintenance Page 2 of 3 Rate Schedule FY23/24 thru FY27/28

FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
27 GPS Tree Inventory Tree Site 4.00 $ 4.00 $ 4.50 $ 5.00 $ 5.50 $ 28 Plant Health Care
a. Tree Canopy Spraying from ground level $ 7.00 $ 7.25 7.00 $ 7.50 $ 7.75 $ b. Tree Canopy Spraying from aerial tower $ 7.00 $ 7.25 7.00 $ 7.50 $ 7.75 $ Description: Foliar hydraulic spraying of recommended material.) c. Insecticide or Fungicide Trunk Banding $ 8.00 $ 8.25 8.00 $ 8.50 $ 8.75 $ Description: Trunk spray of recommended material.
d. PGR Trunk Banding $ 7.00 $ 7.25 7.00 $ 7.50 $ 7.75 $ Description: Trunk spray of recommended material to regulate plant growth. e. Insecticide or PGR Soil Application (Cambistat) $ 7.00 $ 7.25 7.00 $ 7.50 $ 7.75 $ Description: Recommended insecticide soil injection or drench material to regulate plant growth. f. Insecticide or Fungicide Soil Application $ 7.00 $ 7.25 7.00 $ 7.50 $ 7.75 $ Description: Soil applied drench of recommended material. g. Soil Injection Fertilization $ 8.00 $ 8.25 8.00 $ 8.50 $ 8.75 $ Description: Soil applied injection of recommended material. h. Soil Drenching Fertilization $ 8.00 $ 8.25 8.00 $ 8.50 $ 8.75 $ Description: Soil application of recommended material.
i. Trunk Injection (Insecticide/Miticide) $ 9.00 $ 9.25 9.00 $ 9.50 $ 9.75 $ Description: Trunk injected recommended material.
j. Trunk Injection (Fungicide) $ 9.00 $ 9.25 9.00 $ 9.50 $ 9.75 $ Description: Trunk injected recommended material.
k. Trunk Injection (Insecticide & Fungicide Combo) $ 10.00 $ 10.25 10.00 $ 10.50 $ 10.75 $ Description: Combination of one-time trunk injection of two recommended materials. l. Avermectin Class Insecticide Injection $ 11.00 $ 11.25 11.00 $ 11.50 $ 11.75 $ Description: Recommended trunk injection of Emamectin benzoate active ingredient.

COOPERATIVE PURCHASE
per diameter inch
per diameter inch
per diameter inch
It is intended that any other public agency (e.g., city, county district, public authority, public agency, municipality, and other political subdivision or public corporation) shall have the option to participate in any award made as a result of this solicitation at the same prices. The City shall incur no financial responsibility in connection with any purchase by another public agency. The public agency shall accept sole responsibility for placing orders and making payments to the vendor. per diameter inch
per diameter inch
per diameter inchper diameter inchper diameter inchper diameter inchper diameter inch At the City’s direction, contractor will provide the City with a Global Positioning System (GPS) tree inventory collected by anISA Certified Arborist including coordinates for all trees in public spaces. This includes, but is not limited to, all publicly owned trees on street rights-of-way, parks, City facilities and open spaces such as medians, greenscapes, etc. The address information contained in inventory should be linked directly to a Geographical Information System (GIS) program, such as ArcView. The inventory collector will identify the trees by their global coordinates of longitude and latitude.

See below
At the direction of the City, the Contractor will provide plant health care services including but not limited to the following:
spraying, injecting, soil drenching as necessary to reduce a potentially harmful pest. This is done to maintain or improve theselected tree’s appearance, vitality, and safety, using the most cost-effective and environmentally sensitive practices and treatments available. Plant Health Care involves routine monitoring and preventive treatments. All pesticide recommendations are to be made by an in-house Pest Control Advisor in accordance with the Department of Pesticide Regulations. per diameter inchper diameter inch
City of Norco ‐ RFP Tree Maintenance Page 3 of 3 Rate Schedule FY23/24 thru FY27/28

Holder Identifier : 7777777707070700077761616045571110744517136235444307761315572514102071543455377303100771505131276131107327131467015462072553544166220320704330465327773007166337572067230076727242035772000777777707000707007 7777777707070700073525677115456000762011543522013507624101560277533071227223171330140713223735316210107133236353162001071222373530720100712222734307311007132336243073111077756163351765540777777707000707007 Certificate No : 570094282316

CERTIFICATE OF LIABILITY INSURANCE

DATE(MM/DD/YYYY)
06/30/2022
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: Navigators Specialty Insurance Company 36056 INSURER B: Starr Indemnity & Liability Company 38318
INSURER C: Starr Specialty Insurance Company 16109
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: 570094282316 REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested

POLICY EXP (MM/DD/YYYY) POLICY EFF (MM/DD/YYYY) SUBR WVDINSR LTRADDL

INSD TYPE OF INSURANCE 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
B 1000100141221 07/01/2022 07/01/2023
PRO- JECT 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 B 07/01/2022 07/01/2023 COMBINED SINGLE LIMIT (Ea accident)
1000198198221

EXCESS LIAB

X OCCUR CLAIMS-MADE AGGREGATE
EACH OCCURRENCE DED $5,000,000
$5,000,000
07/01/2022 UMBRELLA LIAB A SE22EXCZ059NKIC 07/01/2023

RETENTION
X
E.L. DISEASE-EA EMPLOYEE
E.L. DISEASE-POLICY LIMIT E.L. EACH ACCIDENT $1,000,000 X
OTH
- C 07/01/2022 07/01/2023 PER STATUTE Workers Comp CA
SIR applies per policy terms & conditions
$1,000,000
Y / N
(Mandatory in NH) ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER EXCLUDED? N / A N 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.

City of Norco
Proposed Rates for Tree Maintenance Services
FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
1 Grid Tree Pruning Each 75.00 $ 75.00$ 80.00$ 85.00$ $ 90.00 2 Clearance Tree Pruning Each 65.00 $ 65.00$ 67.00$ 69.00$ $ 71.00 3 Service Request Tree Pruning 0-12" DBH Each 75.00 $ 75.00$ 80.00$ 85.00$ $ 90.00 4 Service Request Tree Pruning 13-24" DBH Each 125.00 $ 125.00$ 132.00$ 140.00$ $ 150.00 5 Service Request Tree Pruning 25-36" DBH Each 225.00 $ 225.00$ 235.00$ 245.00$ $ 255.00 6 Service Request Tree Pruning 37" & over DBH Each 275.00 $ 275.00$ 285.00$ 295.00$ $ 300.00 8 Coco/King Palm Pruning Each $ 70.00 $ 70.00 72.00$ 74.00$ $ 76.00 9 Washingtonia Robusta Pruning Each $ 80.00 $ 80.00 80.00$ 85.00$ $ 90.00 10 Date Palm Pruning Each $ 275.00 $ 275.00 283.00$ 290.00$ $ 298.00 11 Palm Tree Skinning Linear Foot $ 34.00 $ 34.00 35.00$ 36.00$ $ 37.00 At the direction of CITY, pruning will be done per pre-designed districts along street segments, grids, or prune routes on a set cycle to include trees of various sizes. Pruning consists of tree canopy raising over roadways, sidewalks, and in park locations; work to include selective tree thinning, crown cleaning and structurally pruning the tree canopy; and for immature trees, restaking and/or retying, as needed. In addition pruning includes removing dead, broken, damaged, loose, diseased or insect infested limbs, branches, and stubs. Small limbs, including suckers and waterspouts shall be cut close to the trunk or branch from which they arise. At a minimum, tree shall be pruned to provide a minimum clearance of fourteen (14) feet over the roadway and seven (7) feet over walkways. Trees shall be pruned to remove any obstruction around traffic control devices, traffic signs, and streetlights. Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and the ANSI A300 Standards. At the direction of CITY, pruning will be done per pre-designed districts along street segments, grids, or prune routes on a set cycle to include trees of various sizes. Pruning consists of tree canopy raising over roadways, sidewalks, and in park locations. At a minimum, tree shall be pruned to provide a minimum clearance of fourteen (14) feet over the roadway and seven (7) feet over walkways. Trees can be pruned to remove any obstruction around traffic control devises, traffic signs, and streetlights. Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and the ANSI A300 Standards.At the request of the City, trees will be assigned for pruning outside of their set cycle for various reasons. Pruning may consist of tree canopy raising over roadways, sidewalks, and in park locations; thinning, reducing, restoring and structurally pruning the tree canopy in width and height reduction; and for immature trees, re-staking and/or retying, as needed. In addition pruning includes removing all dead, broken, damaged, loose, diseased or insect infested limbs, branches, and stubs shall be removed. Small limbs, including suckers and waterspouts shall be cut close to the trunk or branch from which they arise. At a minimum, tree shall be pruned to provide a minimum clearance of fourteen (14) feet over the roadway and seven (7) feet over walkways. Trees shall be pruned to remove any obstruction around traffic control devises, traffic signs, and streetlights. Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and the ANSI A300 Standards. Pruning shall be performed in accordance with the standards set forth by the International Society of Arboriculture Pruning Standards (Best Management Practices) and the ANSI A300 Standards. The trimming shall provide a symmetrical shape and aesthetically pleasing appearance typical of the species.Standard palm tree pruning will fall under this category and will include the removal of dead and declining fronds & seed pods. Excludes skinning.

City of Norco ‐ RFP Tree Maintenance Page 1 of 3 Rate Schedule FY23/24 thru FY27/28 WCA

FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
12 Tree and Stump Removal (regardless of size) Dia. Inch 48.00 $ 48.00 $ 49.00 $ 50.00 $ 51.00 $ 13 Tree Only Removal (regardless of size) Dia. Inch 30.00 $ 30.00 $ 30.50 $ 31.00 $ 31.50 $ 14 Stump Only Removal (regardless of size) Dia. Inch 18.00 $ 18.00 $ 18.50 $ 19.00 $ 19.50 $ 15 Root Prune trees (typical 10 foot length) Linear Foot 24.00 $ 24.00 $ 25.00 $ 26.00 $ 27.00 $ 16 Plant 15-gallon tree Each 200.00 $ 200.00 $ 206.00 $ 212.00 $ 218.00 $ 17 Plant 15-gallon tree with Root Barrier Each 225.00 $ 225.00 $ 232.00 $ 239.00 $ 246.00 $ 18 Plant 24" box tree Each 400.00 $ 400.00 $ 412.00 $ 424.00 $ 436.00 $ 19 Plant 24" box tree with Root Barrier Each 425.00 $ 425.00 $ 438.00 $ 450.00 $ 462.00 $ 20 Plant 36" box tree Each 1,295.00 $ 1,295.00 $ 1,333.00 $ 1,350.00 $ 1,375.00 $ 21 Tree Watering Day 855.00 $ 855.00 $ 880.65 $ 900.00 $ 918.00 $ 22 Crew Rental Man Hour 95.00 $ 95.00 $ 97.85 $ 100.00 $ 102.00 $ 23 Specialty Equipment (i.e., Crane, 95-ft Aerial Tower) Hour 150.00 $ 150.00 $ 155.00 $ 160.00 $ 165.00 $ 24 Emergency Response (Reg. Business Hours, Mon-Fri) Man Hour 110.00 $ 110.00 $ 113.00 $ 116.00 $ 119.00 $ 25 Emergency Response (Evening, weekend, Holidays) Man Hour 125.00 $ 125.00 $ 128.00 $ 131.00 $ 135.00 $ 26 Certified Arborist Services Hour 170.00 $ 170.00 $ 175.00 $ 180.00 $ 185.00 $ Tree planting includes the tree, stakes, ties, labor and initial watering at time of installation as directed by City staff. Planting lists should be compiled by the Inspector and submitted monthly or as needed. At the direction of the City, watering is performed by a one-man crew with a water truck who will water various tree routes including newly planted trees, landscape median and young trees that are three (3) years old and younger. Watering may also be performed on an as-needed basis.The crew and equipment can be modified to complete any type of miscellaneous tasks including special projects that may consist of extraordinary work as directed by City staff. The use of crew rental may be warranted due to inaccessibility by equipment, in park locations, slope settings, or non-linear tree pruning.On occasion the use of a crane or 95-foot aerial tower is necessary to safely operate the assigned tree operation. These pricesof quipment include the operator.The Contractor shall be required to provide emergency on call response for damaged trees due to storms or other reasons. Emergency calls may occur at any given time. The Contractor will be provided with locations and the work to be done at each location via telephone from a City authorized representative. Emergency work shall begin within 90 minutes of the initial telephone call.On occasion, the City requires tree evaluations including written reports. The Contractor shall provide an hourly rate for a Certified Arborist that can respond to the City’s request(s) for the preparation of detailed arborist reports, tree risk assessment reports tree evaluations and site inspections. Reporting can be generated on as little as one tree to an entire urban forest population and is handled on a case-by-case basis. The rate will be applied should the City request a Certified Arborist on-site.At the direction of City staff, roots shall be pruned adjacent to the edge of the sidewalk, curb and gutter or other improvements. Root pruning cuts shall be performed using root pruning equipment specifically designed for this purpose with cutting teeth sharpened adequately to sever roots in a clean manner. Root pruning cuts adjacent to the sidewalk and curb shall be four (4) inches wide and twelve (12) inches deep and a minimum of five (5) feet in each direction from the centerline of the tree.After CITY determines that a tree requires removal, CITY will prepare a list of trees to be removed, notifies homeowners, and submits lists to Contractor. CITY is responsible for marking trees so that they are easily identifiable by Underground ServiceAlert and the Contractor. Contractor calls Underground Service Alert (USA) and prepares internal work order. Crew removes tree and hauls all debris. Crew grinds stumps to a depth of approximately eighteen (18”) inches. All holes will be backfilled with a combination of native soil and minimal stump grindings and compacted to avoid settlement.

City of Norco ‐ RFP Tree Maintenance Page 2 of 3 Rate Schedule FY23/24 thru FY27/28

FY23-24 FY24-25 FY25-26 FY26-27 FY27-28
Unit Proposed Unit Unit Unit Unit
Item Description Measure Rates Rates Rates Rates Rates
27 GPS Tree Inventory Tree Site 4.00 $ 4.00 $ 4.50 $ 5.00 $ 5.50 $ 28 Plant Health Care
a. Tree Canopy Spraying from ground level $ 7.00 $ 7.25 7.00 $ 7.50 $ 7.75 $ b. Tree Canopy Spraying from aerial tower $ 7.00 $ 7.25 7.00 $ 7.50 $ 7.75 $ Description: Foliar hydraulic spraying of recommended material.) c. Insecticide or Fungicide Trunk Banding $ 8.00 $ 8.25 8.00 $ 8.50 $ 8.75 $ Description: Trunk spray of recommended material.
d. PGR Trunk Banding $ 7.00 $ 7.25 7.00 $ 7.50 $ 7.75 $ Description: Trunk spray of recommended material to regulate plant growth. e. Insecticide or PGR Soil Application (Cambistat) $ 7.00 $ 7.25 7.00 $ 7.50 $ 7.75 $ Description: Recommended insecticide soil injection or drench material to regulate plant growth. f. Insecticide or Fungicide Soil Application $ 7.00 $ 7.25 7.00 $ 7.50 $ 7.75 $ Description: Soil applied drench of recommended material. g. Soil Injection Fertilization $ 8.00 $ 8.25 8.00 $ 8.50 $ 8.75 $ Description: Soil applied injection of recommended material. h. Soil Drenching Fertilization $ 8.00 $ 8.25 8.00 $ 8.50 $ 8.75 $ Description: Soil application of recommended material.
i. Trunk Injection (Insecticide/Miticide) $ 9.00 $ 9.25 9.00 $ 9.50 $ 9.75 $ Description: Trunk injected recommended material.
j. Trunk Injection (Fungicide) $ 9.00 $ 9.25 9.00 $ 9.50 $ 9.75 $ Description: Trunk injected recommended material.
k. Trunk Injection (Insecticide & Fungicide Combo) $ 10.00 $ 10.25 10.00 $ 10.50 $ 10.75 $ Description: Combination of one-time trunk injection of two recommended materials. l. Avermectin Class Insecticide Injection $ 11.00 $ 11.25 11.00 $ 11.50 $ 11.75 $ Description: Recommended trunk injection of Emamectin benzoate active ingredient.

COOPERATIVE PURCHASE
per diameter inch
per diameter inch
per diameter inch
It is intended that any other public agency (e.g., city, county district, public authority, public agency, municipality, and other political subdivision or public corporation) shall have the option to participate in any award made as a result of this solicitation at the same prices. The City shall incur no financial responsibility in connection with any purchase by another public agency. The public agency shall accept sole responsibility for placing orders and making payments to the vendor. per diameter inch
per diameter inch
per diameter inchper diameter inchper diameter inchper diameter inchper diameter inch At the City’s direction, contractor will provide the City with a Global Positioning System (GPS) tree inventory collected by anISA Certified Arborist including coordinates for all trees in public spaces. This includes, but is not limited to, all publicly owned trees on street rights-of-way, parks, City facilities and open spaces such as medians, greenscapes, etc. The address information contained in inventory should be linked directly to a Geographical Information System (GIS) program, such as ArcView. The inventory collector will identify the trees by their global coordinates of longitude and latitude.

See below
At the direction of the City, the Contractor will provide plant health care services including but not limited to the following:
spraying, injecting, soil drenching as necessary to reduce a potentially harmful pest. This is done to maintain or improve theselected tree’s appearance, vitality, and safety, using the most cost-effective and environmentally sensitive practices and treatments available. Plant Health Care involves routine monitoring and preventive treatments. All pesticide recommendations are to be made by an in-house Pest Control Advisor in accordance with the Department of Pesticide Regulations. per diameter inchper diameter inch
City of Norco ‐ RFP Tree Maintenance Page 3 of 3 Rate Schedule FY23/24 thru FY27/28

Fee Estimate Fee Estimate for Services Requested (Per Specifications of this RFP/Q) D5

MARIPOSA

CITY OF NORCO

CONTRACT AGREEMENT

TREE TRIMMING, REMOVAL, AND PLANTING CONTRACT SERVICES
FISCAL YEARS 2023-24 THROUGH 2027-28

1. Parties and Date.

This Agreement is made and entered into this 17th day of May, 2023 by and between the City of Norco, a municipal corporation of the State of California, located at 2870 Clark Avenue, Norco, California 92860, County of Riverside, State of California, (hereinafter referred to as “City”) and West Coast Arborists, Inc., a corporation with its principal place of business at 2200 E. Via Burton Street, Anaheim, CA 92806 (hereinafter referred to as “Contractor”). City and Contractor are sometimes individually referred to as “Party” and collectively as “Parties” in this Agreement.

2. Recitals.

2.1 Contractor.

Contractor desires to perform and assume responsibility for the provision of certain maintenance services required by The City on the terms and conditions set forth in this Agreement. Contractor represents that it is experienced in providing tree trimming, removal, and planting contract services to public clients, that it and its employees or subcontractors have all necessary licenses and permits to perform the Services in the State of California, and that is familiar with the plans of the City.

2.2 Services.

City desires to engage Contractor to render such services for Tree Trimming, Removal, and Planting Contract Services ("Services") as set forth in this Agreement.

3. Terms.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Contractor promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the tree trimming, removal, and planting contract services on an as-needed basis necessary for said Services. The Services are more particularly described in Attachment A attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.

3.1.2 Term. The terms of this Agreement shall be from July 1, 2023 through June 30, 2028, with the option to renew for two (2) one-year terms. Contractor shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines. The Parties may, by mutual written consent, extend the term of this Agreement if necessary to complete the Services.

3.2 Responsibilities of Contractor.

3.2.1 Control and Payment of Subordinates; Independent Contractor. The Services shall be provided by Contractor. Contractor will determine the means, methods and details of providing the necessary Services subject to the requirements of this Agreement. City retains Contractor on an independent Contractor basis and not as an employee. Any additional personnel conducting Services under this Agreement on behalf of Contractor shall also not be employees of City and shall at all times be under Contractor’s exclusive direction and control. Contractor shall pay all wages, salaries, and other amounts due such personnel in connection with conducting Services under this Agreement and as required by law. Contractor shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation insurance.

3.2.2 Schedule of Services. Contractor shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the timeframe set forth herein. Contractor represents that it has the professional and technical personnel required to provide Services in conformance with such conditions. In order to facilitate Contractor’s conformance with the Services timeframe, City shall respond to Contractor’s Requests for Information in a timely manner. Upon request of City, Contractor shall provide a more detailed schedule of anticipated performance to meet the Services timeframe.

3.2.3 Conformance to Applicable Requirements. All work prepared by Contractor shall be subject to the approval of City.

3.2.4 City’s Representative. The City hereby designates the Director of Public Works, or his designee, to act as its representative for the performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf of the City for all purposes under this Agreement. Contractor shall not accept direction or orders from any person other than the City’s Representative or his or her designee.

3.2.5 Contractor’s Representative. Contractor hereby designates Patrick Mahoney - President, or his designee, to act as its representative for the performance of this Agreement (“Contractor’s Representative”). Contractor’s Representative shall have full authority to represent and act on behalf of the Contractor for all purposes under this Agreement. The Contractor’s Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the

Services under this Agreement.

3.2.6 Coordination of Services. Contractor agrees to work closely with City staff in providing said Services and shall be available to City’s staff, Contractors and other staff at all reasonable times.

3.2.7 Standard of Care; Performance of Employees. Contractor shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Contractor represents and maintains that it is skilled in the professional calling necessary to perform the Services. Contractor warrants that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Contractor represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Contractor shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Contractor’s failure to comply with the standard of care provided for herein. Any employee of the Contractor or its sub-contractors who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Agreement, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Contractor and shall not be re-employed to perform any of the Services or to work on the Project.

3.2.7.1 Period of Performance and Liquidated Damages.

Contractor shall perform and complete all services under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”). Contractor shall perform the Services in strict accordance with any completion schedule or Project milestones described in Attachment 1 attached hereto, or which may be provided separately in writing to the Contractor. Contractor agrees that if the Services are not completed within the aforementioned Performance Time and/or pursuant to any such completion schedule or Project milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and agreed that the City will suffer damage. Pursuant to Government Code Section 53069.85, Contractor shall pay to the City as fixed and liquidated damages, and not as a penalty, the sum of, $100.00 per day.

3.2.8 Laws and Regulations. Contractor shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for all violations of such laws and regulations in connection with the Services. If the Contractor performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to the City, Contractor shall be solely responsible for all costs arising therefrom. Contractor shall

defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.

3.2.8.1 Employment Eligibility; Contractor. By executing this Agreement, Contractor verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time. Such requirements and restrictions include, but are not limited to, examination and retention of documentation confirming the identity and immigration status of each employee of the Contractor. Contractor also verifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement, and shall not violate any such law at any time during the Term of the Agreement.

Contractor shall avoid any violation of any such law during the Term of this Agreement by participating in an electronic verification of work authorization program operated by the United States Department of Homeland Security, by participating in an equivalent federal work authorization program operated by the United States Department of Homeland Security to verify information of newly hired employees, or by some other legally acceptable method. Contractor shall maintain records of each such verification, and shall make them available to the City or its representatives for inspection and copy at any time during normal business hours. The City shall not be responsible for any costs or expenses related to Contractor’s compliance with the requirements provided for in Section 3.2.8 or any of its sub-sections.

3.2.8.2 Employment Eligibility; Subcontractors, Contractors, and Sub-subcontractors. To the same extent and under the same conditions as Contractor, Contractor shall require all of its subcontractors, Contractors, and sub-subcontractors performing any work or Services relating to this Agreement to make the same verifications and comply with all requirements and restrictions provided for in Section 3.2.8.1.

3.2.8.3 Employment Eligibility; Failure to Comply. Each person executing this Agreement on behalf of Contractor verifies that they are a duly authorized officer of Contractor, and understands that any of the following shall be grounds for the City to terminate the Agreement for cause: (1) failure of Contractor or its subcontractors, Contractors, sub-subcontractors or subcontractors to meet any of the requirements provided for in Sections 3.2.8.1 or 3.2.8.2; (2) any misrepresentation or material omission concerning compliance with such requirements (including in those verifications provided to the Contractor under Section 3.2.8.2); or (3) failure to immediately remove any person found not to be in compliance with such requirements.

3.2.8.4 Labor Certification. By its signature hereunder, Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Workers’ Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of

the Services.

3.2.8.5 Equal Opportunity Employment. Contractor represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Contractor shall also comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.2.8.6 Air Quality. To the extent applicable, Contractor must fully comply with all applicable laws, rules and regulations in furnishing or using equipment and/or providing services, including, but not limited to, emissions limits and permitting requirements imposed by the South Coast Air Quality Management District (SCAQMD) and/or California Air Resources Board (CARB). Although the SCAQMD and CARB limits and requirements are more broad, Contractor shall specifically be aware of their application to "portable equipment", which definition is considered by SCAQMD and CARB to include any item of equipment with a fuel-powered engine. Contractor shall indemnify City against any fines or penalties imposed by SCAQMD, CARB, or any other governmental or regulatory agency for violations of applicable laws, rules and/or regulations by Contractor, its subcontractors, or others for whom Contractor is responsible under its indemnity obligations provided for in this Agreement.

3.2.9 Insurance.

3.2.9.1 Time for Compliance. Contractor shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Contractor shall not allow any subcontractor to commence work on any subcontract until it has provided evidence satisfactory to the City that the subcontractor has secured all insurance required under this section.

3.2.9.2 Minimum Requirements. Throughout the life of this Contract, Contractor shall pay for and maintain in full force and effect all policies of insurance required hereunder with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated not less than "A- VII" in Best's Insurance Rating Guide, or (ii) as may be authorized in writing by City Manager or his/her designee at any time and in his/her sole discretion. The following policies of insurance are required:
(i) COMMERCIAL GENERAL LIABILITY insurance which shall be at least as broad as the most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01 and include insurance for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations

(including the use of owned and non-owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Contract) with limits of liability of not less than the following:
$1,000,000 per occurrence for bodily injury and property damage $1,000,000 per occurrence for personal and advertising injury $2,000,000 aggregate for products and completed operations $2,000,000 general aggregate applying separately to the work performed under the Contract
(ii) COMMERCIAL AUTOMOBILE LIABILITY insurance which shall be at least as broad as the most current version of Insurance Service Office (ISO) Business Auto Coverage Form CA 00 01, and include coverage for all owned, hired, and non owned automobiles or other licensed vehicles (Code 1 Any Auto) with limits of liability of not less than $1,000,000 per accident for bodily injury and property damage. (iii) WORKERS' COMPENSATION insurance as required under the California Labor Code.

(iv) EMPLOYERS’ LIABILITY insurance with limits of liability of not less than $1,000,000 each accident, $1,000,000 disease policy limit and $1,000,000 disease each employee.
(v) PROFESSIONAL LIABILITY Professional Liability (Errors and Omissions) insurance appropriate to Contractor’s profession, with limits of liability of $2,000,000 per claim/occurrence and $2,000,000 policy aggregate.

In the event Contractor purchases an Umbrella or Excess insurance policy(ies) to meet the minimum limits of insurance set forth above, this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies).

Contractor shall be responsible for payment of any deductibles contained in any insurance policies required hereunder and Contractor shall also be responsible for payment of any self-insured retentions. Any deductibles or self-insured retentions must be declared to, and approved by, the City Manager or his/her designee. At the option of the City Manager or his/her designee, either: (i) the insurer shall reduce or eliminate such deductibles or selfinsured retentions as respects to VVTA, its board members, officers, officials, employees and agents; or (ii) Contractor shall provide a financial guarantee, satisfactory to VVTA’s Executive Director or his/her designee, guaranteeing payment of losses and related investigations, claim administration and defense expenses. At no time shall the City be responsible for the payment of any deductibles or self-insured retentions.

All policies of insurance required hereunder shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after 30 calendar day written notice has been given to City. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits,

Contractor shall furnish City with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for City, Contractor shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than 15 calendar days prior to the expiration date of the expiring policy.

The General Liability and Automobile Liability insurance policies shall be written on an occurrence form. The General Liability (including ongoing and completed operations) and Automobile Liability shall name City and its officers, officials, employees, agents and volunteers as an additional insured. Such policy(ies) of insurance shall be endorsed so Contractor’s insurance shall be primary and no contribution shall be required of City. The coverage shall contain no special limitations on the scope of protection afforded to the City and its officers, officials, employees, agents and volunteers. The Workers’ Compensation insurance policy shall contain a waiver of subrogation as to City and its officers, officials, employees, agents and volunteers. Should Contractor maintain insurance with broader coverage and/or limits of liability greater than those shown above, City requires and shall be entitled to the broader coverage and/or the higher limits of liability maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

If the Professional Liability (Errors and Omissions) insurance policy is written on a claimsmade form:

1. The retroactive date must be shown, and must be before the effective date of the Agreement or the commencement of work by Contractor.

2. Insurance must be maintained and evidence of insurance must be provided for at least 3 years after any expiration or termination of the Agreement or, in the alternative, the policy shall be endorsed to provide not less than a 3-year discovery period.

3. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a retroactive date prior to the effective date of the Agreement or the commencement of work by Contractor, Contractor must purchase extended reporting coverage for a minimum of 3 years following the expiration or termination of the Agreement.

4. A copy of the claims reporting requirements must be submitted to VVTA for review.

5. These requirements shall survive expiration or termination of the Agreement.

Contractor shall furnish City with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are to be received and approved by the City Manager or his/her designee prior to City’s execution of the Agreement and before work commences.

If at any time during the life of this Agreement or any extension, Contractor or any of its subcontractors fail to maintain any required insurance in full force and effect, all work under this Agreement shall be discontinued immediately, and all payments due or that become due to Contractor shall be withheld until notice is received by City that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to City. Any failure to maintain the required insurance shall be sufficient cause for City to terminate this Agreement. No action taken by City hereunder shall in any way relieve Contractor of its responsibilities under this Agreement.

Upon request of City, Contractor shall immediately furnish City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement.

The fact that insurance is obtained by Contractor shall not be deemed to release or diminish the liability of Contractor, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify City and its officers, officials, employees, agents and volunteers shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Contractor. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of Contractor, its principals, officers, employees, agents, persons under the supervision of Contractor, vendors, suppliers, invitees, sub-Contractors, subcontractors, or anyone employed directly or indirectly by any of them.

If Contractor should subcontract all or any portion of the services to be performed under this Agreement, Contractor shall require each subcontractor to provide insurance protection in favor of City and its officers, officials, employees, agents and volunteers in accordance with the terms of each of the preceding paragraphs, except that the subcontractors’ certificates and endorsements shall be on file with Contractor and City prior to the commencement of any work by the subcontractor.

3.2.10 Safety. Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In providing Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.

3.3 Fees and Payments.

3.3.1 Rates and Total Compensation. Contractor shall receive compensation, including authorized reimbursements, for all design services rendered under this Agreement at the rates set forth in Exhibit B attached hereto and incorporated herein by reference. Extra work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement. The total contract shall be based on a contract unit cost as described in attachment “B” for services provided to the City for a “not to exceed” amount of $250,000 annually.

3.3.2 Payment of Compensation. Contractor shall submit to City a monthly itemized statement which indicates work completed by Contractor. The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon.

3.3.3 Reimbursement for Expenses. Contractor shall not be reimbursed for any expenses unless authorized in writing by City.

3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Contractor perform Extra Work. As used herein, “Extra Work” means any work which is determined by City to be necessary for the proper completion of the Services, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Contractor shall not perform, nor be compensated for, Extra Work without written authorization from City’s Representative.

3.4 Accounting Records.

3.4.1 Maintenance and Inspection. Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.5 Ownership of Materials and Confidentiality

3.5.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically, electronically or otherwise recorded or stored, which are prepared or caused to be prepared by Contractor under this Agreement (“Documents &

Data”). All Documents & Data shall be and remain the property of the City, and shall not be used in whole or in substantial part by Contractor on other projects without the City's express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Contractor shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Contractor is entitled under the termination provisions of this Agreement, Contractor shall provide all Documents & Data to City upon payment of the undisputed amount. Contractor shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In addition, Contractor shall retain copies of all Documents & Data on file for a minimum of five (5) years following completion of said Services, and shall make copies available to City upon the payment of actual reasonable duplication costs. In addition, before destroying the Documents & Data following this retention period, Contractor shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents.

3.5.2 Subcontractors. Contractor shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Contractor or its subcontractors, or those provided to Contractor by the City.

3.5.2 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time, provided that any such use not within the purposes intended by this Agreement without employing the services of Contractor shall be at City’s sole risk.

3.6 General Provisions.

3.6.1 Termination of Agreement.

3.6.1.1 Grounds for Termination. City may, by written notice to Contractor, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Contractor shall be compensated only for those services which have been adequately rendered to City, and Contractor shall be entitled to no further compensation.

Contractor may not terminate this Agreement except for cause.

3.6.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Contractor to provide all finished or unfinished Documents and Data and other information of any kind prepared by Contractor in

connection with the performance of Services under this Agreement. Contractor shall be required to provide such document and other information within fifteen (15) days of the request.

3.6.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

3.6.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the follow address, or at such other address as the respective parties may provide in writing for this purpose:

Contractor:

West Coast Arborists, Inc
2200 E. Via Burton Street
Anaheim, CA 92806
Attention: Patrick Mahoney - President
City:

City of Norco
2870 Clark Avenue
Norco, CA 92860
Attention: Director of Public Works
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the US Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

3.6.3 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.

3.6.4 Attorney’s Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney’s fees and all other costs of such action.

3.6.5 Indemnification. To the furthest extent allowed by law, Contractor shall indemnify, hold harmless and defend the City and its officers, officials, employees, agents and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage), and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees and litigation expenses) that arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of Contractor, its principals, officers, employees, agents or volunteers in the performance of

this Agreement.

If Contractor should subcontract all or any portion of the services to be performed under this Agreement, Contractor shall require each subcontractor to indemnify, hold harmless and defend the City and its officers, officials, employees, agents and volunteers in accordance with the terms of the preceding paragraph.

This section shall survive termination or expiration of this Agreement.

3.6.6 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.

3.6.7 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County.

3.6.8 Time of Essence. Time is of the essence for each and every provision of this Agreement.

3.6.9 City’s Right to Employ Other Contractors. City reserves right to employ other Contractors in connection with said Services.

3.6.10 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.

3.6.11 Assignment or Transfer. Contractor shall not assign, hypothecate or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.

3.6.12 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be work days (Monday through Friday, excluding holidays). All references to Contractor include all personnel, employees, agents, and subcontractors of Contractor, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content or intent of this Agreement.

3.6.13 Amendment; Modification. No supplement, modification or amendment

of this Agreement shall be binding unless executed in writing and signed by both Parties.

3.6.14 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel or otherwise.

3.6.15 No Third-Party Beneficiaries. There are no intended third-party beneficiaries of any right or obligation assumed by the Parties.

3.6.16 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.6.17 Prohibited Interests. Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contractor, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Contractor further agrees to file, or shall cause its employees or subcontractors to file, a Statement of Economic Interest with the City’s Filing Officer as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

3.6.18 Equal Opportunity Employment. Contractor represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Contractor shall also comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.6.19 Labor Certification. By its signature hereunder, Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Workers’ Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.

3.6.20 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 bind each respective Party.

3.6.21 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.

3.7 Subcontracting.

3.7.1 Prior Approval Required. Contractor shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.

Name of Contractor: West Coast Arborists, Inc.
*By:
________________________________
Patrick Mahoney - President
NOTE: SIGNATURES OF CORPORATE OFFICIALS MUST BE NOTARIZED.

Attach Certificate of Notary Acknowledgement
OWNER: CITY OF NORCO, a municipal corporation
*By:
_______________________________
Robin Grundmeyer, Mayor
ATTEST:
_______________________________
Dana Roa, CMC, City Clerk
APPROVED AS TO FORM:
______________________________
Harper & Burns, LLC, City Attorney

EXHIBIT A

TREE TRIMMING, REMOVAL, AND PLANTING

CONTRACT SERVICES RFP

EXHIBIT B

CONTRACTOR PROPOSAL & FEES

GENERAL LIABILITY ENDORSEMENT

CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5678
A. POLICY INFORMATION Endorsement # ________________________

1. Insurance Company ____________________________________________ Policy Number _____________________

2. Policy Term (From) _______________ (To)________________ Endorsement Effective Date ______________________________________

3. Named Insured _______________________________________________

4. Address of Named Insured
_____________________________________________________________ _____________________________________________________________

5. Limit of Liability Any One Occurrence/Aggregate
$______________________________ /_____________________________

6. Deductible or Self-Insured Retention (Nil unless otherwise specified):
______________________________________________

7. Coverage is equivalent to:

Comprehensive General Liability Form GL0002 (Ed. 1/73)
______________________________________________
Commercial General Liability “Occurrence” Form CG0001
______________________________________________

8. Bodily Injury and Property Damage Coverage is:
____________________________________”occurrence”
Note: The City of Norco standard insurance requirements specify “occurrence” coverage. “Claims-made” coverage is not acceptable. If commercial general liability form or equivalent is used, the general aggregate must apply separately to this location/project or the general aggregate must be twice the occurrence limit.

9. Description of Project:

The City utilizes a 5-year trimming program (divided up into grids) intended to trim every tree within a 5-year period and is provided on the City’s website so residents can know what year their frontage trees might be trimmed. The City Tree Trimming Contract will provide tree trimming services of all public trees within the city limits of the City of Norco. The contractor shall provide all labor, equipment, tools, fuel, materials, dumping, insurance, supervision, and all other items needed to deliver excellent tree maintenance services.

B. POLICY AMENDMENTS
This endorsement is issued in consideration of the policy premium. Notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any other endorsement attached thereto, it is agreed as follows:

1. INSURED. As respects any work performed on the above described Project, the City of Norco, its elected or appointed officers, officials, employees, consulting engineers, and volunteers are included as insured with regard to damages and defense of claims arising from: (a) activities performed by or on behalf of the Named Insured, (b) products and completed operations of the Named Insured, or (c) premises owned, leased, or used by the Named Insured.

2. CONTRIBUTION NOT REQUIRED. As respects: (a) work performed by the Named Insured on the above described Project for or on behalf of the City of Norco; or (b) products sold by the Named Insured to the City of Norco for use on the Project; or (c) premises leased by the Named Insured from the City of Norco, the insurance afforded by this policy shall be primary insurance as respects the City of Norco, its elected or appointed officers, officials, employees, consulting engineers, or volunteers; or stand in an unbroken chain of coverage excess of the Named Insured’s schedule underlying primary coverage. In either event, any other insurance maintained by the City of Norco, its elected or appointed officers, officials, employees, consulting engineers, or volunteers shall be in excess of this insurance and shall not contribute with it.

3. SCOPE OF COVERAGE. This policy, if primary, affords coverage at least as broad as:
(1) Insurance Services Office Form Number GL 0002 (Ed. 1/73), Comprehensive General Liability Insurance and Insurance Services Office form number GL 0404 Broad Form Comprehensive General Liability endorsement; or
(2) Insurance Services Office Commercial General Liability Coverage, “Occurrence” Form CG 0001; or

(3) If excess, affords coverage which is at least as broad as the primary insurance forms referenced in the preceding Sections (1) and (2).

4. SEVERABILITY OF INTEREST. The insurance afforded by this policy applies separately to each insured who is seeking coverage or against whom a claim is made or a suit is brought, except with respects to the Company’s limit of liability.

5. PROVISIONS REGARDING THE INSURED’S DUTIES AFTER ACCIDENT OR LOSS. Any failure to comply with reporting provisions of the policy shall not affect coverage provided to the City of Norco, its elected or appointed officer, officials, employees, consulting engineers or volunteers.

6. CANCELLATION NOTICE. The insurance afforded by this policy shall not be suspended, voided, canceled, reduced in coverage or in limits except after 30 days prior written notice by certified mail return receipt requested has been given to the City of Norco. Such notice shall be addressed as shown in the heading of this endorsement.

C. INCIDENT AND CLAIM REPORTING PROCEDURE
Incidents and claims are to be reported to the insurer at:

ATTN:
_____________________________________________________________________ (Title) (Department)
_____________________________________________________________________ (Company)
_____________________________________________________________________ (Street Address)
_____________________________________________________________________ (City) (State) (Zip Code)
_____________________________
(Telephone Number)

D. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE

INSURER
I, __________________________, warrant that I have authority to (Print/Type Name)
bind the below-listed insurance company and by my signature hereon do so bind this company.
____________________________________________

SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original Signature required on endorsement furnished to the City of Norco) ORGANIZATION: _____________________________________________________ TITLE: _____________________________________________________ ADDRESS: _____________________________________________________ _____________________________________________________
TELEPHONE: _____________________________________________________

AUTOMOBILE LIABILITY ENDORSEMENT

CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5678
A. POLICY INFORMATION Endorsement #_____________________

1. Insurance Company _____________________________________________ Policy Number _____________________

2. Policy Term (From)________________(To) _______________ Endorsement Effective Date ___________

3. Named Insured________________________________________________

4. Address of Named Insured________________________________________

5. Limit of Liability Any One Occurrence/Aggregate
$______________________ /_____________________________________

6. Deductible or Self-Insured Retention
(Nil unless otherwise specified):
$____________________________________________________________ B. POLICY AMENDMENTS
This endorsement is issued in consideration of the policy premium. Notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any other endorsement attached thereto, it is agreed as follows:

1. INSURED. The City of Norco, its elected or appointed officers, officials, consulting engineers, employees and volunteers are included as insured with regard to damages and defense of claims arising from: the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Named Insured, regardless of whether liability is attributable to the Named Insured or a combination of the Named Insured and the City of Norco, its elected or appointed officers, officials, employees, consulting engineers or volunteers.

2. CONTRIBUTION NOT REQUIRED. As respects work performed by the Named Insured for or on behalf of the City of Norco, the insurance afforded by this policy shall: (a) be primary insurance as respects the City of Norco, its elected or

appointed officers, officials, employees, consulting engineers or volunteers; or (b) stand in an unbroken chain of coverage excess of the Named Insured’s primary coverage. In either event, any other insurance maintained by the City of Norco, its elected or appointed officers, officials, employees or volunteers shall be in excess of this insurance and shall not contribute with it.

3. SCOPE OF COVERAGE. This policy, if primary, affords coverage to the Named Insured at least as broad as:
(1) Insurance Services Office form number CA 00001 (Ed. 1/78), Code 1 (“any auto”) and endorsement CA 0025.
(2) If excess, affords coverage which is at least as broad as the primary insurance forms referenced in the preceding Section (1).

4. SEVERABILITY OF INTEREST. The insurance afforded by this policy applies separately to each insured who is seeking coverage, or against whom a claim is made or a suit is brought, except with respect to the Company’s limit of liability.

5. PROVISIONS REGARDING THE INSURED’S DUTIES AFTER ACCIDENT OR LOSS. Any failure to comply with reporting provisions of the policy shall not affect coverage provided to the City of Norco, its elected or appointed officer, officials, employees, consulting engineers or volunteers.

6. CANCELLATION NOTICE. The insurance afforded by this policy shall not be suspended, voided, canceled, reduced in coverage or in limits except after 30 days prior written notice by certified mail return receipt requested has been given to the City of Norco. Such notice shall be addressed as shown in the heading of this endorsement.

C. INCIDENT AND CLAIM REPORTING PROCEDURE
Incidents and claims are to be reported to the insurer at:

ATTN:
_____________________________________________________________________ (Title) (Department)
_____________________________________________________________________ (Company)
_____________________________________________________________________ (Street Address)
_____________________________________________________________________ (City) (State) (Zip Code)
____________________________________________________
(Telephone Number)
D. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE

INSURER
I, __________________________, warrant that I have authority to (Print/Type Name)
bind the below-listed insurance company and by my signature hereon do so bind this company.
____________________________________________

SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original Signature required on endorsement furnished to the City of Norco) ORGANIZATION: _____________________________________________________ TITLE: _____________________________________________________ ADDRESS: _____________________________________________________ _____________________________________________________
TELEPHONE: _____________________________________

WORKER’S COMPENSATION/EMPLOYER’S LIABILITY ENDORSEMENT

CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5678
A. POLICY INFORMATION Endorsement # ________________________

1. Insurance Company ____________________________________________ (“the Company”)
Policy Number _________________________________________________

2. Effective Date of this Endorsement ________________________________

3. Named Insured_________________________________________________

7. Employer’s Liability Limit (Coverage B)______________________________ _____________________________________________________________ B. POLICY AMENDMENTS
In consideration of the policy premium and notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any other endorsement attached thereto, it is agreed as follows:
(1) Cancellation Notice. The insurance afforded by this policy shall not be suspended, voided, canceled, reduced in coverage or in limits except after 30 days prior written notice by certified mail return receipt requested has been given to the City of Norco. Such notice shall be addressed as shown in the heading of this endorsement.
(2) Waiver of Subrogation. The Insurance Company agrees to waive all rights of subrogation against the City of Norco, its elected or appointed officers, officials, agents and employees for losses paid under the terms of this policy which arise from work performed by the Named Insured for the City of Norco.

C. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE

INSURER
I, _______________________, warrant that I have authority to bind (Print/Type Name)
the below-listed insurance company and by my signature hereon do so bind this company.

SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original signature required on endorsement furnished to the City of Norco) ORGANIZATION: ____________________________________________________ TITLE: ____________________________________________________ ADDRESS: ____________________________________________________ TELEPHONE: ____________________________________________________

City Council

STAFF REPORT
Date: May 17, 2023 Agenda Item:

2.I.

To: Honorable Mayor and City Council Members
Prepared By: Chad Blais, Public Works Director
Department: Public Works
SUBJECT:

Acceptance of Storm Drain Easement Dedication on the Norco Elementary School Property (1700 Temescal Avenue - APN 125-250-002)
RECOMMENDATION:

Accept the offer of dedication of the public storm drain easement on the Norco Elementary School property (1700 Temescal Avenue, APN 125-250-002), authorize the Mayor to sign the Certificate of Acceptance, and direct the City Clerk to file the Certificate of Acceptance with the County of Riverside Recorder’s Office.

SUMMARY:

The Corona Norco Unified School District (CNUSD) is offering for dedication to the City of Norco a public easement on the school property for storm drain purposes. The easement documents have been prepared and are ready for acceptance by City Council for recordation.

BACKGROUND:

The Norco Elementary School property located at 1700 Temescal Avenue incurs flooding during rain events due to the existing topography in this area and lack of adequate storm drain infrastructure. The Norco Elementary School Storm Drain Project is being designed to capture runoff on Temescal Avenue to alleviate the flooding issues with the property (See Project Exhibit).

The City desires to accept the offer of dedication of the easement on the elementary school property (see Easement Legal & Plat) for storm drain purposes. Therefore, staff is recommending that the City Council accept the offer of dedication for the storm drain easement, authorize the Mayor to sign the Certificate of Acceptance, and direct the City Clerk to file the Certificate of Acceptance with the County Recorder.

FISCAL IMPACT:

There is no financial contribution for the acquisition of this easement.

RELATIONSHIP TO STRATEGIC PLAN:

Acceptance of the proposed storm drain easement on the Norco Elementary School property is consistent with Strategic Direction #5 - Infrastructure Management: Ensure timely preservation, replacement, improvement and acquisition of infrastructure and capital assets.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

Project Exhibit
Easement Legal & Plat
Certificate of Acceptance

VICINITYMAP m
wr Ia sax:

RECORDING REQUESTEDBY AND
AFTER RECORDATION RETURN TO:

City of Norco
2870 Clark Avenue
Norco, CA 92860
Attention: City Clerk

THIS DOCUMENT IS EXEMPT FROM RECORDING FEES PURSUANT TO SECTION 27383 OF THE CALIFORNIA GOVERNMENT CODE.

Portion APN: 125-250-002 SPACE ABOVE THIS LINE FOR
RECORDER’S USE
DTT: $0.00

EASEMENT DEED
FOR VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, the Corona-Norco Uni?ed School District, a school district duly organized and existing under the laws of the State of California (“Grantor”), hereby grants to the City of Norco, a municipal corporation (“Grantee”), an easement for storm drain purposes and incidental uses (including, but not limited to, the construction, use, operation, maintenance, and repair) in, over, under and upon that land described in Exhibit “A” (legal description) and shown on Exhibit “B” (plat).

In the event the Easement ceases to be used for the purposes set forth herein, either by a formal vacation or by the relocation of the Easement, then in such event the Easement shall terminate and the ownership of the interest conveyed by this Easement Deed shall revert to the Corona-Norco Uni?ed School District, or its successor in interest.

Executed this 18th day of April, 2023.

CORONA-NORCO UNIFIED SCHOOL

DISTRICT
By:

Dalia Gadelmawla
Assistant Superintendent, Business Services

A4%L

STEPHANIE NUTTER
NotaryPublic- California
RiversideCounty 2
Commission# 2434193
MyComm.ExpiresFeb10, 2027
(Seal)

ACKNOWLEDGMENT
A notary public or other officer completing this certi?cate veri?es only the identity of the individual who signed the document to which this certi?cate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA

COUNTY OF RIVERSIDE
On , 2023, before me, , a Notary Public
in and for said County and State, personally appeared Dalia Gadelmawla, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and of?cial seal.

Signature

“

LEGAL DESCRIPTION OF EASEMENT

EXHIBIT “A”

LEGAL DESCRIPTION
Sheet 1 of 2
Portion APN 125-250-002
An easement being a portion of Lot 5 of Block 16 of Riverside Orange Heights Tract, in the City of Norco, County of Riverside, State of California, as shown on Map Recorded in Book 6, Page 74, in the Office of the County Recorder, being more particularly described as follows:

BEGINNING at the most northeast corner of said Lot;
Thence southerly along the east line of said Lot, South 0°32’28” West, a distance of 30.00 feet; Thence easterly, leaving said east line, on a line that is parallel with, and distant 30.00 feet south of the north line of said Lot, North 89°20’29" West, a distance of 619.88 feet; Thence South 46°13’51” West, a distance of 14.00 feet;
Thence southerly along a line that is parallel with, and distant 30.00 feet east of the west line of said Lot, South 0°39’31” West, a distance of 384.70 feet; Thence easterly, leaving said parallel line, South 89°20’29” East, a distance of 10.00 feet; Thence South 0°39’31” West, a distance of 20.00 feet;
Thence North 89°20’29” West, a distance of 10.00 feet to a point lying on said east parallel line; Thence Southerly along said parallel line, South 00°39'31" West, a distance of 166.36 feet to a point lying on the northerly line of Parcel 2150-108, as shown on a Record of Survey on ?le in Book 51, Pages 42 through 54, inclusive, of Record of Surveys, in the Of?ce of the County Recorder of said County, said point also being the beginning of a non-tangent curve, concave southwesterly and having a radius of 430.00 feet, a radial bearing to said point bears North 13 23'40" East;

Sheet 2 of 2
Thence northwesterly along said parcel 2150-108 and said curve, through a central angle of 4°O4'O8”, an arc distance of 30.54 feet to a point lying on the west line of said Lot 5; Thence northerly, along said west line, North 0°39’31” East, a distance of 605.19 feet to the northwest corner of said Lot;
Thence easterly, along the north line of said Lot, South 89°20’29” East, a distance of 659.82 feet to said POINT OF BEGINNING.

Said easement having an area of 37,268 Square Feet
All as shown on Exhibit attached hereto and by this reference, made a part thereof.

Parcel is subject to: Covenants, conditions, restrictions, reservations, easements and Right of Ways of record, if any

KWC ENGINEERS
CIVIL ENGINEERS - PLANNERS — SURVEYORS
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Thomas M Caseldine Date
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L.S. 9029

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384.70‘

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166.36‘
605.19‘
659.82‘
Bearing/Delta
4°04'08"
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S46°13'51 "W
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Radius
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1 CDORDM.CA. 92861-33700 ?51—734-2130 DATE:
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PREPAREDBY
Line and Curve Table

WHEN RECORDED RETURN TO:

CITY OF NORCO
2870 CLARK AVENUE
NORCO, CA 92860
ATTENTION: CITY CLERK

CITY OF NORCO

CERTIFICATE OF ACCEPTANCE
This is to certify that the Norco City Council, at its meeting of May 17, 2023, unanimously approved the dedication of an easement, for storm drain purposes and incidental uses, from property located at 1700 Temescal Ave., also known as APN 125-250-002, in Norco, California, 92860. Corona-Norco Unified School District, a school district duly organized and existing under the laws of the State of California, does hereby grant to the City of Norco, a Municipal Corporation, in the County of Riverside, State of California, in, over, under, and upon that land described in attached Exhibit “A” (legal description), and as shown on Exhibit “B” (plat).

DATED: May 17, 2023
CITY OF NORCO, a Municipal Corporation
________________________
Robin Grundmeyer, Mayor
City of Norco, California
ATTEST:
_____________________
Dana Roa, CMC
City Clerk
/di

City Council

STAFF REPORT
Date: May 17, 2023 Agenda Item:

2.J.

To: Honorable Mayor and City Council Members
Prepared By: Chad Blais, Public Works Director
Department: Public Works
SUBJECT:

Increase Purchase Order for Emergency Repair Service by Hardy & Harper for slope erosion of River Drive
RECOMMENDATION:

Approve increasing the Purchase Order for Hardy & Harper to a maximum of $37,989 for performing emergency repair and stabilization services for the slope on River Drive.

SUMMARY:

Hardy & Harper was contracted to provide emergency slope stabilization services for River Drive. The original projected estimate to complete the repairs was $29,800, however, the final scope of work required additional costs to properly stabilize the slope.

The final cost submitted by Hardy & Harper is $37,989. Staff is requesting the City Council approve an increase in the existing purchase order to a maximum $37,989 to cover the cost of the invoice.

BACKGROUND:

On March 15, 2023, the City Council approved a purchase order to Hardy & Harper to provide emergency slope stabilization services for River Drive. The original funding authorization by City Council was $29,800 plus 10% contingency. Unfortunately, the final scope of work required additional costs (mainly more rocks) beyond the authorized funding necessary to properly stabilize the slope and make the trail up along the road safe for the public. The final cost submitted by Hardy & Harper is $37,989 (see attached invoice). Therefore, staff is requesting the City Council approve an increase in the existing purchase order to a maximum $37,989 to cover the cost of the invoice.

FISCAL IMPACT:

Funding for the emergency slope stabilization work was authorized using Measure R funds. There is sufficient unallocated fund balance for Measure R to fund the increase in the purchase order.

RELATIONSHIP TO STRATEGIC PLAN:

Increase to the purchase order for Hardy & Harper emergency services related to the River Drive slope stabilization is consistent with Strategic Direction #5 – Infrastructure and Asset Management: Ensure timely preservation, replacement, improvement and acquisition of infrastructure and capital assets.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

Hardy & Harper Invoice

Contract Invoice
49257

PROJECT
Billed To:

A service charge of per annum will be charged on all amounts overdue on regular statement dates.

Thank you for your prompt payment!
Invoice Total:

Retention:

Amount Paid:

Amount Due
Due Date: Terms: Contract / PO# 05/02/2023

0.00 0.00
37,988.31
30DY
03/13/2023

INVOICE
DATE

0.00 %
JOB # 23525
37,988.31
Description Amount
PAY APP #1
SEE ATTACHED SCHEDULE OF VALUES 37,988.31
Notes:

RIVER DRIVE EROSION CONTROL
VL: 666 RIVER DRIVE
NORCO CA 92860

CITY OF NORCO
ATTN: SAM NELSON
2870 CLARK AVENUE
NORCO CA 92880

Hardy and Harper, Inc. ENGINEERING CONTRACTORS
32 Rancho Circle Lake Forest, CA 92630 STATE LICENSE #215952 Office (714) 444-1851 Fax (714) 444-2801
CITY OF NORCO DATE 31-Mar-23
RIVER DRIVE EROSION CONTROL PROGRESS 1
INVOICE NO.: 49257
JOB LOCATION River Dr
H&H JOB # 23525
ITEM
NUMBER

DESCRIPTION CONTRACT

QUANTITY
UNIT

MEASURE

QUANTITY OR
% PREVIOUS

QUANTITY OR
% THIS

ESTIMATE

UNIT PRICE
AMOUNT

THIS ESTIMATE
TOTAL

QUANTITY
OR % TO DATE

TOTAL AMOUNT

TO DATE
Bid Proposal
1 Erosion Control - Place 18" Minus Rip Rap @ Eroded Slope 1 LS 1.00 $ 25,000.00 $ 25,000.00 1.00 $ 25,000.00 2 Additive Alternate - Rebuild / Cut Bench @ Eroded Slope To Prep For Rip Rap Placement 1 LS 1.00 $ 4,800.00 $ 4,800.00 1.00 $ 4,800.00 3 Extra Rip Rap 56.71 Tons 56.71 $ 144.39 $ 8,188.31 56.71 $ 8,188.31 $ - 0.00 $ -
$ - 0.00 $ -
SUB-TOTALPG1 $ 37,988.31 $ 37,988.31
LESS RETENTION $ - $ -
LESS BILLING(S) $ -
TOTAL AMOUNT DUE $ 37,988.31 $ 37,988.31
Public Contract Code § 20104.50. Prompt Payment By Local Governments To Contractors.

Upon receipt of this payment request, each local agency shall act in accordance with the following:

Any payment request determined not to be a proper payment request suitable for payment shall be returned to the contractor no later than seven days, after receipt. A request returned shall be accompanied by a document setting forth in writing the reasons why the payment request is not proper.

Any local agency which fails to make any progress payment within 30 days after receipt of an undisputed and payment request from a contractor on a construction contract shall pay interest to the contractor equivalent to the legal rate set forth in subdivision (a) of Section 685.010 of the Code of Civil Procedure and interest shall accrue at 10% (0.833%/month).

Within 60 days after the date of completion of the work of improvement, the retention withheld by the public entity shall be released. In the event that retention payments are not made within the time periods required by this section, the public entity shall be subject to a charge of 2 percent per month on the improperly withheld amount.

City Council

STAFF REPORT
Date: May 17, 2023 Agenda Item:

2.K.

To: Honorable Mayor and City Council Members
Prepared By: Amanda Hamilton, Facilities and Maintenance Director
Department: Facilities and Maintenance
SUBJECT:

Acceptance of the Moreno Arena Sound System Project as Complete (Project No. 54410.2)
RECOMMENDATION:

Accept the Moreno Arena Sound System Project as complete and authorize the City Clerk to file a Notice of Completion with the County of Riverside.

SUMMARY:

The Moreno Arena Sound System Project replaced the original sound system in Moreno Arena, located at the George Ingalls Equestrian Event Center. The sound system was over twenty years old and had met its useful life with many components of the system no longer working. The new sound system provides clear sound for a variety of events, it connects with the sound system at Clark Arena to allow for a public address system in the event of an emergency. This new system also reduces the costs for the City and community event committees by eliminating the need for temporary sound systems during events.

BACKGROUND:

On October 19, 2022, the City Council awarded a contract to Sunset Electrical Contractors, Inc. for the Moreno Arena Sound System Project in the amount of $140,802 with City Manager approval for change orders up to 10% of the original contract amount.

Two contract change orders were approved for a larger equipment rack, additional fiber conduit, additional microphones, utility speakers, and a Bluetooth Audio Format Interface (Attachment A). Sunset Electrical Contractors, Inc. completed their scope of work for the project at a total cost of $154,870.

The work has been inspected by the Facilities and Maintenance Director, PRCA announcer Jody Carper, and rodeo announcer Shane Burris. The new system is found to be in full conformance with the plans and specifications on the contract documents.

FISCAL IMPACT:

Not applicable for this item.

RELATIONSHIP TO STRATEGIC PLAN:

Strategic Directive No. 5 – Infrastructure and Asset Management: Ensure timely preservation, replacement, improvement and acquisition of infrastructure and capital assets.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

Attachment A
Notice of Completion

Nonco

I-IORSETOWN USA
$6,500.00 $6,500.00
2 Fiber System $3,476.45 $3,476 .44
Equipment Rack
Quantity Unit Price Extension
1 $1,566.85 $1,566.85
CONTRACTOR: Sunset ElectricalContractors, Inc.

DESCRIPTIONOF CHANGES ANDIOREXTRAWORK:

The Contractor is hereby directed to make the herein described changes from the plans and speci?cations and/or perform the following described work not included in the plans and speci?cations for this project. See attached proposal.

ESTIMATED QUANTITIES8: COSTS OF CHANGES ANDIOR EXTRAWORK:

Shipping
Total $11,775.17
It is mutually understood and agreed that except for lump sum items, the above listed quantities and costs are approximate and that the final compensation due the Contractor may be more or less than the above estimated total cost as adjusted by actual field measured "as built" quantities for the various above listed items.
$231.88 $231.88
3 Installation
Item Description
CONTRACT CHANGE ORDER NO. 1
PROJECT DESCRIPTION:Design/Build Moreno Arena Sound System Project DATE: January 4, 2023
k__ . _:_._,_.:: ____ __QEPARIMENT __ »._._,...N._....: r—.;.)_._‘...._...........,_.......,..__.,»:. or FACIliT|ES___.f.mND . —.V..__r_«?.....,~_____3,::¥—:r_..~ MQIQTENANCE __ r—;::77_.*r:.‘+%,—_

CITY OF

FINANCIALSUMMARY:

Ori inal Contract Amount as awarded $140,802.00
Amount of Previous Change Order $0.00
Increase (Deerease) in Contract Amount per this Change $11,775.17 Order
Total Revised Contract Amount $152,577.17

Sunset Electrical Contractors, Inc.

Contract Change Order #1

AUTHORIZATIONBYCITY OF NORCO
Title: President
1/5/2023
Submitted by ‘M Date /'5' Z5
and Hami on, Facilities & Maintenance Director
Date
Lori Sassoon, City Manager
ACCEPTANCEBYCONTRACTOR:

We, the undersigned contractor, have given careful consideration to the above described changes and/or extra work proposed and hereby agree, if this proposal is approved, that we will provide all equipment, furnish all materials except as may othen/vise be noted above, and perform all services necessary to complete the work described above and will accept as full payment therefore the prices shown above.

Acceptance date: Contractor: Sunset Electrical Contractors lnc.

Accepted by:

Approved by "525

CONTRACTTIME
The time of completion of the contract shall be extended 0 calendar days by reason of this order

HORSETOWN USA
CONTRACTOR: Sunset Electrical Contractors, Inc.

DESCRIPTIONOF CHANGES ANDIOR EXTRAWORK:

The Contractor is hereby directed to make the herein described changes from the plans and speci?cations and/or perform the following described work not included in the plans and speci?cationsfor this project. See attached proposal. ' ESTIMATEDQUANTITIES & COSTS OF CHANGESANDIOREXTRAWORK:

Total $2,293 .26
It is mutually understood and agreed that except for lump sum items, the above listed quantities and costs are approximate and that the final compensation due the Contractor may be more or less than the above estimated total cost as adjusted by actual field measured "as built" quantities for the various above listed items.
item Descri tion Quantity Unit Price Extension
Aud I0 System:
8059Arena?latth UkllitySpeaker - Blank
ShureMicrophonewith on,-‘offswitch
'Tahletop Microphone Stand
CADAudioPalmHeldOmnidirectionalan-mimicwlitrophone with Push-to-Talk Switch
1 Midmphone Cable 1 $2,293-26 $2,293.26
was!-Moumed BluetoothAudioFomat-A Interface
Two-Pair Receiver, TwistedPair tormam
Misc8;Wire
Details attached.

OF FACILITIES AND MAINTENANCE
CONTRACT CHANGEORDER NO. 2
PROJECT DESCRIPTION:Design/Build Moreno Arena Sound System Project DATE: April 12, 2023
DEPARTIyl_§_NT

CITY OF

Sunset Electrical Contractors, Inc.

Contract Change Order #2
éH3~,,75
as
Ori inal Contract Amount as awarded $140,802.00
Amount of Previous Change Order $11,775.17
Increase (Peerease) in Contract Amount per this Chan e Order $2,293.26 Total Revised Contract Amount $154,870.43
AUTHORIZATIONBYCITYOF NOFICO:

Submitted by Date
AmandaHamilton, Facilities & Maintenance Director
(,
Approved by Date
Lori Sassoon, City Manager
ACCEPTANCE BYCONTRACTOR:

We, the undersigned contractor, have given careful consideration to the above described changes and/or extra work proposed and hereby agree, if this proposal is approved, that we will provide all equipment, furnish all materials except as may otherwise be noted above, and perform all services necessary to complete the work described above and will accept as full payment therefore the prices shown above.
4/18/2023
Acceptance date:

Accepted by: 525331’ K
Title: President
Contractor: Sunset Electri_cg1_Contracto;s;¢DLg_g:

CONTRACTTIME
The time of completion of the contract shall be extended __Q__calendar days by reason of this order.

FINANCIALSUMMARY:

RECORDING REQUESTED BY: THIS DOCUMENT IS FILED AT THE REQUEST

CITY OF NORCO OF THE CITY OF NORCO PURSUANT TO
WHEN RECORDED MAIL TO: SECTION 6103 OF THE GOVERNMENT
2870 CLARK AVENUE CODE. NO FEE IS CHARGED THEREFORE.

NORCO, CA 92860
ATTN: CITY CLERK

NOTICE OF COMPLETION

NOTICE IS HEREBY GIVEN BY THE CITY OF NORCO, A MUNICIPAL CORPORATION, STATE OF CALIFORNIA THAT THE WORK DESCRIBED AS

MORENO ARENA SOUND SYSTEM PROJECT IN THE CITY OF NORCO IN ACCORDANCE WITH THE TERMS AND WRITTEN CONTRACT DATED BETWEEN THE CITY OF NORCO AND SUNSET ELECTRICAL CONTRACTORS, INC. WAS COMPLETED AND ACCEPTED BY THE CITY OF NORCO ON THE 17TH DAY OF MAY, 2023.

THE WORK DONE: CONSISTED OF REPLACING THE ORIGINAL SOUND SYSTEM, INCLUDING A LARGE EQUIPMENT RACK, ADDITIONAL FIBER

CONDUIT AND MICROPHONES, UTILITY SPEAKERS AND A BLUETOOTH AUDIO FORMAT INTERFACE IN THE MORENO ARENA, LOCATED AT THE GEORGE INGALLS EQUESTRIAN EVENT CENTER, 3737 CRESTVIEW AVE., CITY OF NORCO, CALIFORNIA.

THAT THE CITY OF NORCO, A PUBLIC BODY, CORPORATE AND POLITIC, WHOSE ADDRESS IS 2870 CLARK AVENUE, NORCO, CALIFORNIA, 92860 IS THE OWNER OF SAID IMPROVEMENT WORK; AND THAT SAID WORK WAS PERFORMED BEGINNING OCTOBER 19, 2022, IN THE CITY OF NORCO, CALIFORNIA. THE NATURE OF INTEREST IS VENDEE UNDER CONTRACT.

THAT SAID WORK OF IMPROVEMENT WAS SO PERFORMED BY SUNSET ELECTRICAL CONTRACTORS, INC, LOCATED IN UPLAND, CALIFORNIA, IN ACCORDANCE WITH SAID WRITTEN AGREEMENT DATED OCTOBER 19, 2022, AND THE DRAWINGS AND SPECIFICATIONS, WHICH WERE A PART OF SAID CONTRACT.

THAT THE CORPORATE SURETY ON THE CONTRACTOR’S BOND, FAITHFUL PERFORMANCE AND LABOR AND MATERIALS BOND IS DEVELOPERS SURETY AND INDEMNITY COMPANY. THIS NOTICE OF COMPLETION IS GIVEN BY THE CITY OF NORCO PURSUANT TO THE APPROPRIATE PROVISIONS OF TITLE XV, PART IV, DIVISION 1 OF THE CIVIL CODE OF THE STATE OF CALIFORNIA, AND UPON ORDER OF THE CITY OF NORCO.

May 17, 2023
DATED: CITY OF NORCO

A MUNICIPAL CORPORATION
BY: __________________________

DANA ROA, CMC

CITY CLERK
VERIFICATION FOR NON-INDIVIDUAL OWNER:

I, THE UNDERSIGNED, DECLARE UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT I AM THE DEPUTY CITY CLERK OF THE CITY OF NORCO; THAT I HAVE SIGNED THE SAID NOTICE, THAT I KNOW AND UNDERSTAND THE CONTENTS THEREOF, AND THAT THE FACTS STATED THEREIN ARE TRUE AND CORRECT. 05/17/2023 ______________________________

DATE DANA ROA, CMC

CITY CLERK

CITY OF NORCO

City Council

STAFF REPORT
Date: May 17, 2023 Agenda Item:

2.L.

To: Honorable Mayor and City Council Members
Prepared By: Chad Blais, Public Works Director
Department: Public Works
SUBJECT:

Acceptance of Right-of-Way Dedication on Bluff Street (APN 121-030-011) RECOMMENDATION:

Accept the dedication of street right-of-way at APN 121-030-011 on Bluff Street, authorize the Mayor to sign the Certificate of Acceptance, and authorize the City Clerk to record the Grant Deed.

SUMMARY:

The property owners of the parcel located at 5434 Bluff Street (APN 121-030-011) have been requested to dedicate property for right-of-way purposes to the City of Norco in order to provide the required 30' half-street width along Bluff Street.

BACKGROUND:

During the review of the Bluff Street Waterline Improvement Project it was determined that the public right-of-way half-street width along 5434 Bluff Street was never accepted by the City of Norco. In order to provide the required 30-foot half-street per the City's local street standard, a 30-foot property dedication is required to be made to the City of Norco.

The property owners have submitted an executed Right-of-Way Legal and Plat Map and Grant Deed (See Legal & Plat) to the City in conformance with the Norco Municipal Code.

FISCAL IMPACT:

Not applicable for this item.

RELATIONSHIP TO STRATEGIC PLAN:

Acceptance of Public Right-of-Way is consistent with Strategic Direction #5 - Ensure timely preservations, replacement, improvement and acquisition of infrastructure and capital assets.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

Grant Deed with Legal and Plat
Certificate of Acceptance

Recording requested by:

CITY OF NORCO
When recorded mail to:

City Clerk
City ofNorco
2870 ClarkAvenue
Norco, CA 92860
Signature t be notarz'zea'> Signature <must be notarized> APN: 121-030-011

GRANT DEED
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged,Raymond F. Currie and Lorraine P. Currie as Trustees of the Raymond F. Currie Family Trust dated November 9, 1994, owners of the land described in Exhibit “A” do hereby grant in FEE SIMPLE to the CITY OF NORCO, a municipal corporation, an Irrevocable Offer of Dedication for Roadway Purposes across, under and through the land in the City of Norco, County of Riverside, State of California described in Exhibit “A” (legal description) and as shown on Exhibit “B” (plat).

BY:

Revised 10/20/2021
/*/c *
name and title printed name and title printed

SPACE ABOVE THIS LINE FOR RECORDER'S USE

R“!

CALIFORNIAALL-PURPOSEACKNOWLEDGMENT
A notary public or other of?cer completing this certificate veri?es only the identity of the individual who signed the document to which this certi?cate is attached, and not the truthfulness.accurac , or validi of that document.

State OfCALIFORNIA
County of R‘\\/eirsCAe,
Qn MN/d"204%Z023
monciF. Cwr\’3€ Lovrotine Currie
before me, Johny Ausy, Notary Public, personally
appeared
who proved to me on the basisof satisfactory evidence to be the person(s) whose name(s) islare subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/herltheir authorized capacity(ies), and that by his/herltheir signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTYOF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

Witness my hand and i ial seal.

Signature of Notary Public
Thumbprin Name of Document:

Document Date:

Number of Pages:

Number of Signatures Notarized (circle): 1 @ 3 4 other
Copyrfghi2019. Notary has permission to copy this form during the term of their commssion.

C-1mn+ea} .- AFN Ill -03049:!
03 2.0 202,3
\
------OPTIONAL DATA FOR SECURITY -----—

Rmg?
//
Exhibit “A”
Legal Description of Parcel to be conveyed to the City of Norco

N G GROU P
398 South Lemon Creek Drive, Suite E
Walnut, California 91789
Tel (909) 594-9702 0 Fax (909) 594-2658
APN: 121-030-011
Lettered Lot D, in the Area of Norco, in the County of Riverside, State of California, as shown by Parcel Map 8318, on ?le in Book 34, Page 12 of Parcel Maps in the Of?ce of the County Recorder of Riverside County, California.

Prepared by:

R. Leveillee, LS 8804 Date
Revised 10/20/2021
CONSULT]
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WHEN RECORDED RETURN TO:

CITY OF NORCO
2870 CLARK AVENUE
NORCO, CA 92860
ATTENTION: CITY CLERK

CITY OF NORCO

CERTIFICATE OF ACCEPTANCE
This is to certify that the Norco City Council, at its meeting of May 17, 2023, unanimously approved the dedication for right-of-way for roadway purposes, to provide the required 30- foot half-street width, at APN 121-030-011, located in Norco, California, 92860. Raymond F. Currie and Lorraine P. Currie, as Trustees of Raymond F. Currie Family Trust dated November 9, 1994, owners of said property, does hereby grant in Simple Fee to the City of Norco, a Municipal Corporation, in the County of Riverside, State of California, the land across, under and through, as described in attached Exhibit “A” (legal description), and as shown on Exhibit “B” (plat).

DATED: May 17, 2023
CITY OF NORCO, a Municipal Corporation
________________________
Robin Grundmeyer, Mayor
City of Norco, California
ATTEST:
_____________________
Dana Roa, CMC
City Clerk
/di

City Council

STAFF REPORT
Date: May 17, 2023 Agenda Item:

2.M.

To: Honorable Mayor and City Council Members
Prepared By: Matt Boudreaux, IT Manager
Department: IT
SUBJECT:

Procurement of Microsoft Software Licenses for Datacenter Hardware RECOMMENDATION:

Approve the purchase of Microsoft Windows Server 2022 Datacenter and SQL Server 2022 Licensing with CDW-G in the amount of $60,000.

SUMMARY:

In February 2022, the City of Norco entered into a Microsoft Enterprise Agreement (EA) which utilized the County of Riverside's Master Agreement negotiated with Microsoft, allowing the City to purchase its Microsoft software licenses through a cooperative volume licensing agreement.

City Council recently approved the procurement of server hardware for ESRI GIS and CentralSquare EAM programs during the May 3, 2023 Council Meeting. In order to use the new hardware, Microsoft Server licensing is required.

BACKGROUND:

Key portions of the City’s core software infrastructure, software delivery, collaboration applications, and the office productivity suite are based on Microsoft operating systems and are licensed through the City's EA. Purchasing new software licenses via the EA provides significant cost-benefits and meets Microsoft license auditing requirements.

To provide the City with the best service at the lowest price, staff relied on "piggybacking" on the County of Riverside Microsoft EA (#8084445). By using cooperative purchasing, the prices provided through the County's negotiated Microsoft Agreement, the City gains a significantly lower price per license compared to purchasing outside of this agreement.

CDW-G currently administers the City's Microsoft Enterprise Agreement. A quote has been provided (Attachment A) for Council's review.

FISCAL IMPACT:

There is sufficient funding in the Fiscal Year 2023-24 Water Operations and Sewer Operations Equipment Budget to cover the one-time Microsoft licensing costs of $60,000 with CDW-G.

RELATIONSHIP TO STRATEGIC PLAN:

Strategic Direction #5 - Ensure timely preservation, replacement, improvement and acquisition of infrastructure and capital assets, and Action Plan 3 - Implement the actions identified in the IT Assessment and Strategic Plan.

IT Master Plan Initiative #69 - Windows Active Directory REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

Attachment A

Hardware Software Services IT Solutions Brands Research Hub Review and Complete Purchase
Thank you for choosing CDW. We have received your quote.

MATTHEW BOUDREAUX,
Thank you for considering CDW•G for your technology needs. The details of your quote are below. If you are an eProcurement or single sign on customer, please log into your system to access the CDW site. You can search for your quote to retrieve and transfer back into your system for processing.

For all other customers, click below to convert your quote to an order.

Convert Quote to Order
QUOTE # QUOTE DATE QUOTE REFERENCE CUSTOMER # GRAND TOTAL NJHN907 4/26/2023 NJHN907 6451096 $57,320.58

QUOTE DETAILS
ITEM QTY CDW# UNIT PRICE EXT. PRICE
Microsoft SQL Server Standard Edition - license & software assurance - 1 se
1 2188689 $1,049.70 $1,049.70
Mfg. Part#: 228-04437-3-SLG
Electronic distribution - NO MEDIA
Contract: County of Riverside - Agreement No. 8084445
(PSA-0001522)
Microsoft SQL Server - license & software assurance - 1 user CAL
150 3103595 $244.28 $36,642.00
Mfg. Part#: 359-00960-3-SLG
Electronic distribution - NO MEDIA
Contract: County of Riverside - Agreement No. 8084445
(PSA-0001522)
MS EA WINSVRDCCORE ALNG LICSAPK MVL 3 4841201 $6,542.96 $19,628.88 Mfg. Part#: 9EA-00271-3-SLG
Electronic distribution - NO MEDIA
Contract: County of Riverside - Agreement No. 8084445
(PSA-0001522)
SUBTOTAL $57,320.58
SHIPPING $0.00
SALES TAX $0.00
GRAND TOTAL $57,320.58

PURCHASER BILLING INFO DELIVER TO
Billing Address:

CITY OF NORCO
2870 CLARK AVE
NORCO, CA 92860-1903
Phone: (951) 735-3900
Payment Terms: Net 30 Days-Govt State/Local
Shipping Address:

CITY OF NORCO
2870 CLARK AVE
NORCO, CA 92860-1903
Phone: (951) 735-3900
Shipping Method: ELECTRONIC DISTRIBUTION
Please remit payments to:

CDW Government
75 Remittance Drive
Suite 1515
Chicago, IL 60675-1515
Sales Contact Info
Jordan Hamu | (877) 881-6914 | [email protected]

LEASE OPTIONS

FMV TOTAL FMV LEASE OPTION BO TOTAL BO LEASE OPTION
$57,320.58 $1,536.76/Month $57,320.58 $1,775.22/Month
Monthly payment based on 36 month lease. Other terms and options are available. Contact your Account Manager for details. Payment quoted is subject to change.

Why finance?
• Lower Upfront Costs. Get the products you need without impacting cash flow. Preserve your working capital and existing credit line. • Flexible Payment Terms. 100% financing with no money down, payment deferrals and payment schedules that match your company's business cycles.
• Predictable, Low Monthly Payments. Pay over time. Lease payments are fixed and can be tailored to your budget levels or revenue streams. • Technology Refresh. Keep current technology with minimal financial impact or risk. Add-on or upgrade during the lease term and choose to return or purchase the equipment at end of lease.
• Bundle Costs. You can combine hardware, software, and services into a single transaction and pay for your software licenses over time! We know your challenges and understand the need for flexibility.

General Terms and Conditions:

This quote is not legally binding and is for discussion purposes only. The rates are estimate only and are based on a collection of industry data from numerous sources. All rates and financial quotes are subject to final review, approval, and documentation by our leasing partners.

Payments above exclude all applicable taxes. Financing is subject to credit approval and review of final equipment and services configuration.

Fair Market Value leases are structured with the assumption that the equipment has a residual value at the end of the lease term.

Need Help?
My Account Support Call 800.800.4239
About Us | Privacy Policy | Terms and Conditions
This order is subject to CDW's Terms and Conditions of Sales and Service Projects at http://www.cdwg.com/content/terms-conditions/product-sales.aspx For more information, contact a CDW account manager
© 2023 CDW•G LLC, 200 N. Milwaukee Avenue, Vernon Hills, IL 60061 | 800.808.4239

Hardware Software Services IT Solutions Brands Research Hub Review and Complete Purchase
Thank you for choosing CDW. We have received your quote.

MATTHEW BOUDREAUX,
Thank you for considering CDW•G for your technology needs. The details of your quote are below. If you are an eProcurement or single sign on customer, please log into your system to access the CDW site. You can search for your quote to retrieve and transfer back into your system for processing.

For all other customers, click below to convert your quote to an order.

Convert Quote to Order
QUOTE # QUOTE DATE QUOTE REFERENCE CUSTOMER # GRAND TOTAL NJHN907 4/26/2023 NJHN907 6451096 $57,320.58

QUOTE DETAILS
ITEM QTY CDW# UNIT PRICE EXT. PRICE
Microsoft SQL Server Standard Edition - license & software assurance - 1 se
1 2188689 $1,049.70 $1,049.70
Mfg. Part#: 228-04437-3-SLG
Electronic distribution - NO MEDIA
Contract: County of Riverside - Agreement No. 8084445
(PSA-0001522)
Microsoft SQL Server - license & software assurance - 1 user CAL
150 3103595 $244.28 $36,642.00
Mfg. Part#: 359-00960-3-SLG
Electronic distribution - NO MEDIA
Contract: County of Riverside - Agreement No. 8084445
(PSA-0001522)
MS EA WINSVRDCCORE ALNG LICSAPK MVL 3 4841201 $6,542.96 $19,628.88 Mfg. Part#: 9EA-00271-3-SLG
Electronic distribution - NO MEDIA
Contract: County of Riverside - Agreement No. 8084445
(PSA-0001522)
SUBTOTAL $57,320.58
SHIPPING $0.00
SALES TAX $0.00
GRAND TOTAL $57,320.58

PURCHASER BILLING INFO DELIVER TO
Billing Address:

CITY OF NORCO
2870 CLARK AVE
NORCO, CA 92860-1903
Phone: (951) 735-3900
Payment Terms: Net 30 Days-Govt State/Local
Shipping Address:

CITY OF NORCO
2870 CLARK AVE
NORCO, CA 92860-1903
Phone: (951) 735-3900
Shipping Method: ELECTRONIC DISTRIBUTION
Please remit payments to:

CDW Government
75 Remittance Drive
Suite 1515
Chicago, IL 60675-1515
Sales Contact Info
Jordan Hamu | (877) 881-6914 | [email protected]

LEASE OPTIONS

FMV TOTAL FMV LEASE OPTION BO TOTAL BO LEASE OPTION
$57,320.58 $1,536.76/Month $57,320.58 $1,775.22/Month
Monthly payment based on 36 month lease. Other terms and options are available. Contact your Account Manager for details. Payment quoted is subject to change.

Why finance?
• Lower Upfront Costs. Get the products you need without impacting cash flow. Preserve your working capital and existing credit line. • Flexible Payment Terms. 100% financing with no money down, payment deferrals and payment schedules that match your company's business cycles.
• Predictable, Low Monthly Payments. Pay over time. Lease payments are fixed and can be tailored to your budget levels or revenue streams. • Technology Refresh. Keep current technology with minimal financial impact or risk. Add-on or upgrade during the lease term and choose to return or purchase the equipment at end of lease.
• Bundle Costs. You can combine hardware, software, and services into a single transaction and pay for your software licenses over time! We know your challenges and understand the need for flexibility.

General Terms and Conditions:

This quote is not legally binding and is for discussion purposes only. The rates are estimate only and are based on a collection of industry data from numerous sources. All rates and financial quotes are subject to final review, approval, and documentation by our leasing partners.

Payments above exclude all applicable taxes. Financing is subject to credit approval and review of final equipment and services configuration.

Fair Market Value leases are structured with the assumption that the equipment has a residual value at the end of the lease term.

Need Help?
My Account Support Call 800.800.4239
About Us | Privacy Policy | Terms and Conditions
This order is subject to CDW's Terms and Conditions of Sales and Service Projects at http://www.cdwg.com/content/terms-conditions/product-sales.aspx For more information, contact a CDW account manager
© 2023 CDW•G LLC, 200 N. Milwaukee Avenue, Vernon Hills, IL 60061 | 800.808.4239

City Council

STAFF REPORT
Date: May 17, 2023 Agenda Item:

2.N.

To: Honorable Mayor and City Council Members
Prepared By: Chad Blais, Public Works Director
Department: Public Works
SUBJECT:

Proposal from R3 Consulting Group, Inc. to provide Solid Waste Franchise Agreement Procurement Services.

RECOMMENDATION:

Accept the proposal from R3 Consulting Group, Inc., and award a contract, in the amount not-to-exceed $121,000, to provide Solid Waste Franchise Procurement Services for the City of Norco's next waste hauler franchise agreement.

SUMMARY:

The City of Norco's waste hauler franchise agreement will expire June 30, 2024 and the City Council is interested in beginning a waste services procurement process to determine the next hauler contract. Staff has obtained proposals from multiple consultants to provide professional services that can assist the City with a formal request for proposal and section process.

BACKGROUND:

The City's existing franchise waste hauler agreement will expire June 30, 2024. There has previously been some discussion and desire expressed to conduct a formal request for proposal (RFP) process to determine the next waste hauler(s) to provide comprehensive and cost effective disposal and recycling services to meet Norco's residential and commercial needs. Staff has determined the prudent course of action is to hire a professional consultant with experience with procurement of solid waste services for municipalities by conducting and successfully completing a thorough and comprehensive RFP and selection process. However, the consultant must be able to develop a scope of work and timeline that will enable the City to complete the RFP and selection process in a timely manner to allow a successful transition of waste service haulers, if needed.

Staff was able to obtain two qualified proposals from R3 Consulting Group, Inc. ($121,000) and MSW Consultants ($110,000). Staff evaluated the proposals and

determined both proposals provided clear delineation of the scope of work expected by the City and that each consultant has extensive experience in providing waste hauling consulting services exclusively to municipalities (no haulers to avoid conflicts). MSW Consultants is currently working with the City of Corona on its waste hauler franchise agreement and R3 Consulting Group, Inc. previously completed the waster hauler franchise agreement for the City of Eastvale. However, staff is recommending the City Council accept the proposal from R3 Consulting Group, Inc., as they are the consultant with experience with municipalities that require manure services, which is an important factor impacting the community.

Please note both consultants have indicated they could also provide an alternate scope of services to negotiate a new contract with the City's existing hauler, if that was a desire of the Council. While many of the components of the provided scope of work would still be required, the anticipated costs for such a process is anticipated to be about half for each consultant.

On May 3, 2023, the City Council considered staff's recommendation to accept the proposal from R3 Consulting Group, Inc. to provide solid waste franchise procurement services for the City of Norco's next waste hauler franchise agreement. After some discussion, the Council voted to form a subcommittee to conduct interviews with the two consultants that submitted proposals and bring back a recommendation to Council on which consultant should be considered.

On May 9, 2023, the subcommittee conducted the interviews of both consultants. After conducting the interviews the subcommittee agrees with staff's recommendation that the City Council accept the proposal from R3 Consulting Group, Inc. and award a contract in the amount not-to-exceed $121,000. The award of a contract to R3 Consulting Group, Inc. will allow the consultant to begin the time-sensitive work immediately and staff will bring back a future discussion item to obtain the Council's direction to conduct a full RFP process for the next trash hauler or to attempt direct negotiations with the current City trash hauler.

FISCAL IMPACT:

The funding for the contract services will be allocated from the Solid Waste Fund contractual services (158.810.34100). However, please note as part of the final franchise waste hauler agreement, staff anticipates that the selected hauler will be required to pay the cost for the selection process.

RELATIONSHIP TO STRATEGIC PLAN:

Approval of the consultant agreement is consistent with Strategic Plan Goal No. 3 - Economic Development & Financial Stability: Assure financial stability by expanding development efforts, diversifying revenue sources and continuing prudent financial management.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager

Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

R3 Consulting Group Proposal
Contract

1512 Eureka Road, Suite 220, Roseville CA 95661 | p 916.782.7821 | f 916.782.7824 | www.r3cgi.com April 25, 2023
Mr. Chad Blais, Director of Public Works
City of Norco
2870 Clark Avenue, Norco, CA 92860
submitted via: [email protected]
SUBJECT: Competitive Procurement Assistance - R3 Proposal Dear Mr. Blais,
R3 Consulting Group, Inc. (R3) is pleased to submit the attached proposal to express our interest in the Solid Waste Consultant Services project for the City of Norco (City).

Introduction
Our team is uniquely qualified to provide the requested services to the City, in that we have the ability to leverage our current work efforts with neighboring jurisdictions. Most recently, for the City of Rosemead, R3 led the team in procuring new solid waste collection services through a competitive process - yielding unanimous City Council approval to transition from two franchised haulers (one for residential and one for commercial services) to a singular hauler and a focus on compliant organic collection programs.

R3 is at the forefront of SB 1383 compliance planning and implementation - we have been actively tracking the development of the regulations and have participated in the SB 1383 rule-making process through their finalization on November 3, 2020. SB 1383 has complex requirements which affect many aspects of solid waste collection and post-collection systems. While haulers can assist in implementation of many aspects of the law, agencies ultimately bear responsibility for its implementation. Our team is currently assisting clients throughout the state in implementing SB 1383 compliant programs.

Project Team
Carrie Baxter, Sr. Managing Consultant, will serve as Project Lead and primary point of contact. Scott Hanin, Ryan Calkins, and Angela Micheletti will provide direct support to Carrie. Our team also has the ability to draw upon additional staff members on an as-needed basis. Throughout this engagement, we will work with the City to establish a coordinated approach, thus facilitating a cost-effective and smooth transition into implementation for the City, the selected hauler, and, of course, for your solid waste customers. * * * * *
We are excited about this opportunity to work with the City’s team. Should you have any questions regarding our proposal or need any additional information, please don’t hesitate to reach out directly.

Sincerely,
Carrie Baxter | Sr. Managing Consultant
R3 Consulting Group, Inc.
916.878.7413 | [email protected]
Scott Hanin | Sr. Director
R3 Consulting Group, Inc.
916.782.7821 | [email protected]

City of Norco | Competitive Procurement Assistance TOC

1. Scope of Work page 1

2. Project Team
page 8

3. R3 Qualifications
page 13

4. Project Budget
page 18

TABLE OF CONTENTS TABLE OF CONTENTS

City of Norco | Competitive Procurement Assistance 1

1. SCOPE OF WORK
Project Understanding
The City of Norco currently holds one franchise agreement with Waste Management to provide solid waste collection services to residential and commercial customers which is set to expire on June 30, 2024.

The City is seeking a consultant to manage and facilitate a competitive procurement process for collection, processing and disposal of municipal solid waste, recyclables, organics, - including manure, and other materials from all sectors in the City, encompassing residential, multi-family, and commercial sectors.

Our proposed scope of work on the following pages demonstrates our ability to conduct a comprehensive analysis of the City’s solid waste collection system, provide recommendations for continued, expanded and new services as part of a new franchise agreement, and conduct a competitive procurement that provides the City with the best possible services at competitive and sustainable customer service rates.

We are prepared to work closely with City staff to ensure a fair and reasonably scheduled competitive procurement process.

R3 will focus on providing the City and the City’s rate payers with the following:
› Modern franchised services that incorporate all legislative compliance requirements. › Consistency in services provided throughout the City to all rate payers. › Economies of scale that result in best value to the City’s rate payers. › Streamlined franchise system that is more efficient and less costly for the City to manage and oversee. › High accountability standards for the franchised hauler. › Competitively procured market-based customer rates that reflect current costs.

Project Approach
We understand that undertaking a competitive procurement process is a complex and time-consuming effort and recognize that the City has limited staff to take on a project of this importance to the community.

R3 has assisted numerous cities and counties, with staffing levels like the City’s, on comparable projects and we are prepared to work closely with the City’s Project Team to complete all required tasks. Members of our team are currently or have recently assisted other jurisdictions including Eastvale, Santa Clarita, Pomona, Rosemead, Santa Clara County, Ventura County and Rancho Cordova making R3 uniquely qualified in our understanding of market conditions and proposer expectations.

Accordingly, R3 proposes to provide “full service” procurement and solid waste consulting assistance to complete this project. We are available to handle every detail of the competitive procurement process, at the City’s preference.

Our proposed scope of work is designed to allow R3 to act as an extension of City staff and assist in the following aspects of this procurement project:
› Conducting a comprehensive analysis of the existing solid waste collection program. › Providing recommendations for innovative and modern industry standard services to include in the franchise agreement.
› Preparing and issuing the RFP Package, including drafting:
– Program requirements
– Qualifications
– Evaluation criteria and methodology
– Draft franchise agreement
– Customer rate worksheets
› Providing recommended eligible service providers.
› Conducting a mandatory pre-proposers meeting with potential proposers.

1. SCOPE OF WORK

City of Norco | Competitive Procurement Assistance 2
› Preparing written responses to questions submitted regarding the RFP and preparing addenda as necessary. › Evaluating proposals.
› Coordinating site visits of facilities if necessary.
› Managing and facilitating interviews with proposers.
› Conducting negotiation sessions.
› Preparing staff reports and presentations.
› Finalizing the Agreement.
› Presenting recommendations to City Council.

Disclosure
Because R3 only provides services to public agencies, our clients receive unbiased opinions and recommendations throughout the negotiation and/or procurement process. We maintain excellent professional working relationships and have no conflicts of interest with landfill and facility operators or haulers.

More specifically, we understand what information these solid waste, recycling and organics collection companies will need to provide, how they can best provide that information, and can further anticipate and address business interest concerns that may arise during the procurement process. Our approach to working with solid waste, recycling and organics collection companies is to be direct, respectful of their time and effort, and help them prepare the best possible proposal for the City.

This approach helps remove barriers to hauler cooperation with negotiating final terms of a new agreement, minimizes the number of information requests to haulers, and provide for cost-effective completion of the project without the need for intensive City staff involvement. Our focus on providing services exclusively to public agencies helps ensure that the City’s best interests are represented.

Solid waste consulting firms who provide services to haulers/solid waste operators cannot provide this same level of protection. This vulnerability can result in an apparent – if not actual – conflict of interest, and in turn, limits the success of the project. Unlike our competitors, R3 has the staffing backgrounds from public agencies, solid waste firms, policy and financial companies, all of whom can aid the engagement as needed.

Scope of Work
Task 1 Kick-Off Meeting
Upon City authorization to proceed, R3 will facilitate a virtual project kick-off meeting with City staff. The meeting will provide an opportunity to review the project objectives, R3’s project approach, schedule, and data availability. The kick-off meeting will serve to set the expectations, project responsibilities, milestones and timeline for the Scope of Work and establish the best means for ongoing communication and collaboration between R3 and the City for the duration of this engagement.

One item of importance for discussion during the kick-off meeting will be how R3 and the City staff will work collaboratively to ensure that this project provides the best possible outcomes for customers and ratepayers, while still achieving meaningful compliance with the law. Also, at this meeting or sooner, R3 will develop an information request from the City or its current hauler to ensure as much accurate and current information is shared with prospective proposers.

After the Project Kick-off Meeting, R3 will provide meeting minutes including notes, schedule, and milestones.

Ongoing coordination will continue throughout the project through virtual meetings, schedule updates and/or status reports.

Please note: To provide the most cost-effective services, we have budgeted for some meetings to be virtual, including regular check-in meetings with the City staff. This approach has proven to be very successful in other similar engagements. In person meetings are still beneficial for completing major milestones of the project. As such, our proposal includes up to 4 in person meetings, which may include interviews with the proposers, final negotiations, sub-committee meetings and City Council presentations. Additional costs will be incurred for required attendance at in-person meetings; in excess of 4 meetings R3 will seek City approval of additional costs before they are incurred.

1. SCOPE OF WORK

City of Norco | Competitive Procurement Assistance 3
Task 2 Conduct a Comprehensive Solid Waste Analysis of the Current Programs Task 2.1 Compliance Analysis
As mentioned in Task 1, upon authorization to proceed, R3 will provide the City with a preliminary list of documents to review in support of this scope of work. R3 will provide an overview of current services and analyze those services as compared to the latest solid waste and recycling/organics trends, best management practices related to both franchise agreement services and terms and conditions, and updates of recent legislation (AB 341, AB 1826, SB 1383), all of which should be addressed in the City’s new franchise agreement.

Requested documents may include, but will not necessarily be limited to, the following:
› Current City-approved rate tables.
› Any available waste characterization studies.
› Prior rate and/or cost of service studies.
› Hauler account data (including number of accounts, service levels, tonnage and diversion reports, processing facilities, employee data, and vehicle inventory).
› Account information by sector.
› Prior engagement or direction from City Council related to the competitive procurement process.

The requested items, along with documents already in R3’s files, will assist with our analysis of the City’s current agreement and solid waste program. R3 will provide a matrix of potential current and recommended new services.

Task 2.2 Market Rate Analysis
R3 will build from prior work for neighboring jurisdictions and provide an analysis of solid waste rates and fees in Norco compared to other relevant local jurisdictions such as Colton, Eastvale, Fontana, Rialto, San Bernardino, and Upland. Based on current rates and available cost information, R3 will estimate the likely rate changes necessary to ensure compliance and cover program needs. It is important to note that while rates are the most common metric for comparison purposes and no two jurisdictions are identical with many factors go impacting rates making “apples to apples” comparisons difficult.

As part of this Task, we will provide the City in an electronic report format, an update of recent legislation, including AB 341, AB 1826, and SB 1383, all of which should be addressed in the City’s new Agreement. Information will include suggestions and/or recommendations for solid waste programs that the City may wish to consider.

R3 will include draft points for inclusion on the New Agreement for City that includes the following key elements:
› Summary update of recent legislation, including AB 341, AB 1826, and SB 1383. › Results of our analysis of the current franchise agreement and services, including recommendations for the new franchise agreement.
› Cost effective updates to the current Agreement that align with industry best practices, to be discussed with the City.
› Modifications to collection services and programs to incorporate recent legislative regulations and remain flexible enough to adapt to significant changes in the future. › Cost effective, efficient, and environmentally friendly designed program requirements, including zero emission vehicles.
› Industry best practices that focus on compliant collection programs, high-levels of customer service, and ensure transparency in rate setting and contractor performance.

This information will be combined into a final Solid Waste Analysis Report (administrative draft and final).

Task 3 Technical Document Development and Presentations Task 3.1 Develop a New Solid Waste Franchise Agreement
Using our experience bringing California municipalities into compliance with CalRecycle requirements, and with our understanding of recent state legislation, we will advise the City on the latest solid waste trends as it pertains to both franchised services and the Agreement development. This information will be discussed during our kick-off meeting, as well as in follow-up correspondence with the City. R3 will draft the new Agreement incorporating the information gathered in prior tasks. Because we are currently developing similar agreements for several clients, we can include the current industry standards and best practices for items such as performance bonds, indemnification, insurance, liquidated damages and reporting and record keeping requirements.

1. SCOPE OF WORK

City of Norco | Competitive Procurement Assistance 4
The new Agreement will also include detailed performance requirements that establish minimum service standards for inclusion in the Agreement that are both quantifiable and easily measured to verify compliance.

Performance requirements may include, but are not necessarily limited to, the following:
› Disposal and processing facility requirements.
› Minimum waste diversion requirements.
› Collection vehicle emissions standards and requirements. › Collection vehicle weight, size, and noise limitations. › Specifications for container size, color, and labeling. › Public education program requirements (e.g., quarterly newsletter, annual campaigns, classroom presentations, etc.).
› Collection and recycling services to City offices, facilities, and events. › Collection service hours.
› Collection service quality standards.
› Collection driver uniforms and identification badges. › Customer service standards.

Task 3.2 Prepare Qualifications and Recommended Eligible Service Providers As part of the RFP Package, R3 will prepare minimum qualifications regarding each potential service provider’s capacity and capability to perform the requisite services during the contract term and any extension. These qualifications will be required to be submitted with the submittal of proposals from qualified collection contractors.

R3 has an extensive list of solid waste companies operating in California and nationally and will provide a mailing list to the City for consideration when sending out the RFP package. R3 will work with the City to publicize the availability of the RFP package and work with City staff to post the RFP on the City’s preferred website.

As part of this task, we will provide an electronic version of the draft minimum qualifications to the City for comments.

At City staff’s preference and in conjunction with our bi-weekly virtual check in meetings, we will be available to meet with City staff to address the City’s comments. Following discussion with the City and using a single compiled document with comments from the City Contract Manager, R3 will compile our final minimum qualifications for incorporation into the RFP Package.

Task 3.3 Prepare Criteria and Methodology to Evaluate Proposals R3 will prepare a written set of recommended evaluation criteria and a methodology for review and discussion with City staff. In R3’s experience, the evaluation will include, but not be limited to, conducting an initial “pass-fail” review.

We will provide an electronic version of the draft criteria and methodology to evaluate proposals to the City for comments. At City staff’s preference and in conjunction with our regular virtual check in meetings, we will be available to meet with City staff to address the City’s comments. Following discussion with the City and using a single compiled document with comments from the City Contract Manager, R3 will compile our final criteria and methodology to evaluate proposals for incorporation into the RFP Package.

Task 3.4 Prepare RFP Package
Task 3.4.1 Prepare Request for Proposal (RFP) Package
R3 will develop an RFP package – this includes a draft RFP, a draft Solid Waste Agreement and cost forms for proposers to complete and the evaluation criteria and methodology. The draft RFP will specify minimum requirements and qualifications and will require proposers to submit work plans that specify how they will transition to new services, achieve diversion requirements, implement customer service programs, and promote public education activities. The RFP package will include waste data (tonnage and current account data) previously collected in Tasks 1 and 2.

Separate sections of the RFP may include, for example:
› Section A: Introduction to the RFP, Instructions, Schedule, Procurement Goals and Objectives › Section B: Available Background Information, Demographic, Service Account Data — (i.e., tonnage, number of accounts, historical operating information, and current services) › Section C: Overview of Requested Service Requirements

1. SCOPE OF WORK

City of Norco | Competitive Procurement Assistance 5
› Section D: Response Format and Submittal Process, Qualification Requirements, Required Work Plans, and Proposed Rates
— Transition Plan, detailing the plans and schedule of events leading up to the provision of new services. — Operations Plan, presenting specific collection and processing programs to be implemented in the City including vehicles, containers, route operations, facilities, safety, and reporting. — Customer Service Plan, detailing specifically customer service operations. — Diversion Plan, describing the diversion and sustainability programs associated with providing the requested services.
— Education and Outreach Plan, specifying methods and public education materials that will be used at program start-up and throughout the agreement term and any extensions. — Financial Services Plan, access to capital, current financial statements, balance sheet, profit and loss statement and debt.
— Proposal Cost and Service Forms, excel worksheets for proposers to provide their proposed customer rates and supporting cost data.
› Section E: Evaluation Selection Criteria and Evaluation Process › Section F: RFP Conditions, Communication Protocol for Contractors and the City, and Proposal Cost and Service Forms.
› Attachment 1: Draft Solid Waste Agreement.

Task 3.4.2 Finalize and Issue RFP and Agreement
Following City staff review, R3 will be available to meet with City staff and the City Attorney to address comments.

Based on City direction, R3 will finalize the RFP package and provide the City with an electronic copy which can be used to present to City Council for review, if desired.

Task 3.4.3 Conduct a Mandatory Pre-Proposal Meeting and Prepare the RFP R3 will conduct a mandatory pre-proposal meeting with prospective proposers. The pre-proposal meeting will provide the opportunity for the City to review the RFP with prospective proposers and answer questions as appropriate. We will prepare written responses to questions raised before and during the pre-proposal meeting for submittal to all parties that attended the meeting. In addition, R3 will prepare addenda to the RFP as necessary.

Task 3.5 Evaluate Proposals
R3 will assist the City with the evaluation of up to four (4) proposals received in response to the RFP. The evaluation will include, but not be limited to, conducting an initial “pass-fail” checklist against RFP minimum requirements, and evaluating the proposers’ qualifications, references, processing and disposal facilities, approach to meeting the City’s diversion requirements, customer rates (prices), collection methods, customer service programs, financial statements, transition experience and work plans. Should the City receive more than four (4) proposals, R3 has included a 10% contingency in the overall budget and, upon City authorization, will evaluate additional proposals using this budget.

After the initial evaluation is completed, we will prepare any written requests for clarification to the haulers, as necessary. In the event a proposal does not meet the minimum requirements of the RFP, we will recommend that the proposal be disqualified as non-compliant with the RFP requirements.

R3’s role in the evaluation process will also include facilitating the evaluation meetings and the proposer interviews, and coordinating facility site visits. This will include preparing City staff in advance with questions to be asked to evaluate the information provided during interviews and site visits.

Separate sections of the evaluation analysis may include, for example:
› Executive Summary: Introducing and summarizing the evaluation analysis and the recommendation. › Summary of RFP Responses
› Reference Checks
› Financial Capability
› Technical Proposal: Work plans including Transition Plan and route design, operations and performance requirements, public safety plan, customer service plan, diversion and sustainability programs, education and outreach plan, and record-keeping and data management plan. › Customer Rate and Cost Proposals: Consistent with the proposed activities, proposed equipment, requested services, and work plans.

1. SCOPE OF WORK

City of Norco | Competitive Procurement Assistance 6
› Enhanced Proposal Terms
› Rate revenues to the hauler and City
› Start-up capital costs
Following drafting the evaluation analysis, R3 will facilitate several meetings with City staff, as directed by the City Contract Manager. Meetings will include (1) a summary of the proposals received, including any proposed enhancements; and (2) the results of the evaluation process. This process may also include site visits to facilities of up to four (4) potential service providers as determined by R3 and City staff.

Additional aspects of the evaluation process will include:
› Coordination of site visit schedule and development of site visit questions for review and approval by City staff if needed.
› Prepare detailed evaluation report of recommended proposers. › Meeting with City staff to discuss evaluation criteria and select proposers to be selected for interviews. › Coordinate interviews with up to four (4) proposers, including scheduling and development of questions in consultation with City staff.
› Up to two (2) meetings to provide (1) a summary of the proposals received, including any proposed enhancements; and (2) the results of the evaluation process.

Task 4 Negotiate with Top Ranked Proposer(s) and Present Results Task 4.1 Agreement Negotiations
Based on direction from the City, R3 will confirm and clarify deal points, and lead Agreement negotiations with the top ranked proposer(s). Negotiations will focus on clarifying the proposer’s services and cost proposal and incorporating any optional services as may be selected by City staff. This Task will include meetings with the City beforehand to confirm our approach for the negotiations. Our proposal assumes up to four (4) negotiation meetings with top ranked proposers, including pre- and post-discussions with City staff to confirm approach and recap as necessary.

Task 4.2 Finalize New Agreement and Present Recommendations to City Council R3 will present the results of the evaluation process to City Council tentatively set for January 2024, including recommendations made by the evaluation team. This will include a summary of the proposal process, proposals received, the evaluation process, and the results and recommendations for award of the Agreement.

Based on direction from City Council, we will incorporate any program changes or options selected by City Council and finalize the Agreement for finalist proposer to sign. This will include incorporating changes to the draft agreement through the issuance of addenda by the City, any final program options selected during the selection process, proposed rates, final work plans, exhibits, etc.

R3 will prepare a second presentation to City Council summarizing the evaluation process and recommendations for award based on program changes or options selected by City Council during the first presentation.

Task 5 As Needed Consulting Services (Optional)
In our experience, additional requests related to the above scope of work come up from time to time. To account for this, we are including a 10% contingency line item in our proposed budget in order to cover unanticipated items outside the proposed scope of work that may arise. Additionally, we have included the following optional tasks that would be billed on a time and material basis.

Task 5.1 Solid Waste Contractor Transition
Upon approval of the new Agreement, R3 will assist the City in oversight of the transition to the new company, including compliance with the transition plan. R3 staff will be available to provide staff with support in reviewing reports, performance metrics, and outreach documents and communication from the selected hauler. We will provide guidance and advice to staff regarding means of monitoring and addressing potential performance issues and non-compliance with the new agreement. Other tasks include ensuring all capital is purchased and delivered as appropriate, operations are in line with current and proposed services, and public education is adequate and consistent with all tasks agreed upon.

R3 will bring any variations from plans or concerns to City staff for direction. Our goal is to ensure that the transition is as seamless as possible for the current customers.

1. SCOPE OF WORK

City of Norco | Competitive Procurement Assistance 7
Task 5.2 Proposition 218 Notice Preparation and Hearing Via this task, R3 will provide guidance, support, and recommendations for best practices to the City as it proceeds with a Proposition 218 process for its solid waste rates.

This may include:
› Review and analysis of proposed solid waste rates for conformance with Proposition 218 requirements. › Development of a Proposition 218 notice to ratepayers and/or property owners. › Support for the City’s Proposition 218 protest rate hearing.

Overall, the Proposition 218 notice and protest hearing process needs to:
› Demonstrate the rates do not exceed the reasonable cost of providing solid waste service. › Describe the basis for the proposed rates and the services provided. › Describe the process for protesting the rates and what a majority protest would mean for the City Councils’ ability to adopt the noticed rates.

R3 is well practiced in supporting our clients in a simple, straightforward Proposition 218 noticing process – our approach to this Task largely entails providing guidance and support to the City as it notices and hears proposed solid waste rates.

Please Note: Printing and mailing of Proposition 218 notices is not included in our proposed Scope or Budget. R3 will provide the City a draft Proposition 218 notice. One round of revisions in response to comments and attendance at one Proposition 218 public hearing is included in our pricing.

Specifically, the notice will include:
› A clear statement about the current rates and timeline for adjustments. › A brief description of the rate adjustment process.
› An impact section that projects what the average customer pays now and the anticipated effect on the rate increase, over time.

Project Schedule
R3’s proposed schedule, below, incorporates tentative completion dates.

TASK TENTATIVE

COMPLETION
Conduct a Project Kick-Off Meeting April 24, 2023
Conduct Comprehensive Analysis of the City’s Solid Waste Program May 2023 Develop New Franchise Agreement June 9, 2023
Prepare RFP Package June 9, 2023
Finalize and Issue RFP and Agreement June 23, 2023
Conduct a Mandatory Pre-Proposal Meeting and Prepare RFP Addenda July 12, 2023 Proposals Due September 1, 2023
Proposals Evaluation September 2023
Interviews October 16, 2023
Present Evaluation Team Results to City Council November 15, 2023 Negotiate with Top Ranked Proposer(s) December 2023
Finalize New Agreement and Present Recommendations to City Council January, 2024 Initiate New Service July 1, 2024

1. SCOPE OF WORK

City of Norco | Competitive Procurement Assistance 8

2. PROJECT TEAM
Carrie Baxter, Sr. Managing Consultant, will serve as Project Lead and primary point of contact. She currently leads our procurement and negotiation section and has assisted numerous jurisdictions in procuring and negotiation new agreements. Carrie has over a decade of experience in solid waste consulting, in a broad range of operational, planning, and financial projects. She specializes in providing legislative compliance assistance to local jurisdictions for implementing or expanding programs related to organic material collection, tracking, and infrastructure development, as well as assisting in negotiating improvements and incorporating best practices into municipal codes and solid waste collection contracts.

Scott Hanin, Sr. Director, has assisted dozens of California jurisdictions in the procurement, development, and negotiation of their solid waste agreements. He also understands the financial and cost issues and is particularly adept at negotiating solutions that work for both parties. Carrie and Scott are currently working with the City of Rosemead to procure a new solid waste collection contract and recently worked together on revisions to a City of Westlake Village’s solid waste management ordinance and negotiated a new solid waste collection contract. Ryan Calkins, Sr. Managing Consultant, is one of R3’s preeminent experts in all aspects of collections and processing operational and performance reviews of private and municipal haulers. He will provide overall project support. The team will be rounded out by Angela Micheletti, Associate Consultant, who combines her background in geology with her passion for research and data analysis to work with local governments in reducing and better managing their waste streams. She will provide support to Carrie, Scott, and Ryan throughout the engagement.

Organizational Chart
The City’s core project team will be the primary, day-to-day staff responsible for this engagement. Our team also has the ability to draw upon additional, on-call staff members on an as-needed basis.

Core Project Team

PROJECT LEAD
Carrie Baxter
Sr. Managing Consultant

KEY TEAM MEMBERS
Scott Hanin
Sr. Director
Ryan Calkins
Sr. Managing Consultant
Angela Micheletti
Associate Consultant

STAFF RESOURCES
Paulina Benner
Sr. Managing Consultant
Additional, On-Call Staff Members
Peggy Paulsen
Managing Consultant

2. PROJECT TEAM

City of Norco | Competitive Procurement Assistance 9
Relevant Experience
Carrie Baxter
Sr. Managing Consultant, Project Lead
About
Carrie Baxter has over a decade of experience in solid waste consulting, in a broad range of operational, planning, and financial projects. She specializes in providing legislative compliance assistance and assisting local jurisdictions in negotiating improvements and incorporating best practices and new state legislation in their Municipal Codes and collection Agreements.

She also has significant experience with competitive procurement projects for solid waste management services, including providing financial analysis services, such as studying rates and how to incentivize diversion, and engaging the community and stakeholders. In addition, Carrie routinely supports operations and performance reviews, evaluating billing and reporting systems and conducting on-site route audits, conducting comprehensive benchmarking and rate surveys, and creating disaster debris management plans for various cities in California.

Education & Certifications
» Bachelor of Science in Organization, Leadership & Management, University of San Francisco » Published Author - March/April 2019 BioCycle magazine » Presenter - 2019 BioCycle West Coast Conference and the 2019 California Resource Recovery Association Conference - on rate setting for organics diversion » Procurement Assistance | Cities of Beaumont, El Cajon, Half Moon Bay, Rancho Cordova, Rohnert Park, San Juan Capistrano, Santa Clarita, and Thousand Oaks, Town of Windsor, and California State Polytechnic University at Pomona Project Lead, responsible for developing request for proposal packages to include draft franchise agreement including specific latest solid waste and recycling/organics trends, best management practices related to both franchise agreement services and terms and conditions, and updates of recent legislation. After receiving proposals, she provided an unbiased summary of each proposal and a side-by-side comparison of the proposals to aid the Evaluation Committee in their review. » Negotiation Assistance | Cities of Banning, Citrus Heights, Fairfield, Irwindale, Rancho Cordova, Rolling Hills Estates, Santa Barbara, Santa Clarita, Temple City, Vallejo, and Westlake Village, and Nevada County Project Lead, utilized her particular expertise in reviewing agreements and recommending updates and revisions to contract language to incorporate legislative requirements and improve the efficiency, safety, and overall cost-effectiveness of existing operations. She provided an unbiased summary of each proposal and a side-by-side comparison of the proposals to aid the Evaluation Committee in their review.
» Solid Waste Procurement Services | City of Eastvale
Sr. Managing Consultant, conducted a limited competitive Request for Information (RFI) whereby current contractors (WM and Burrtec) vied for an exclusive agreement to provide all solid waste services to all sectors of the City. Carrie focused on conducting a transparent procurement process that focuses on compliant collection programs, competitive rates, and highlevels of customer service. Following receipt of two very competitive proposals, she led negotiations with Waste Management resulting in full reimbursement of the RFI process and updated agreement language to incorporate industry best practices and legislative compliant terms addressing AB 341, 1826, and SB 1383. » Procurement Services | City of Rosemead
Project Lead, developed and presented to City Council a request for proposal package that addressed the challenges of SB 1383 and short-term needs for a new or negotiated contract with only 8 months remaining until the current contract term expires. The package included a draft franchise agreement with latest solid waste and recycling/organics trends, best management practices related to both franchise agreement services and terms and conditions, and updates of recent legislation. With five proposals received, Carrie acted as the evaluation team chairperson and led the team through weekly updates, reviewing the proposals, scheduling and conducting interviews, preparing questions, and drafting summaries of the proposals and staff report for presentation to City Council. Over the next quarter, she will present the evaluation team’s findings to City Council and request direction to negotiate the final contract for award. » Waste and Recycling Consulting, and Waste Audit for County Facilities | County of Santa Clara Project Lead, technical assistance provided in the development and distribution of the request for proposal package for the collection and transportation of waste from County facilities. Incorporated best practices to achieve County sustainability goals and innovative approaches to zero waste. Participated in the evaluation of three proposals, and advised evaluation team before and during the interview process.
» Procurement and Negotiation Assistance | Zero Waste Sonoma Project Lead, assisted Zero Waste Sonoma in obtaining two short-term processing facility Agreements, and is currently providing on-call assistance in the finalization of one long-term processing facility Agreement to provide for organics processing capacity throughout the Sonoma County region. She also recently participated in the negotiation assistance for the nearby cities of Shafter and Rohnert Park and the Town of Windsor.

2. PROJECT TEAM

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Relevant Experience
Scott Hanin
Sr. Director, Project Support
About
Scott Hanin has more than 30 years of solid waste experience, including serving as the Executive Director of the West Contra Costa Integrated Waste Management Authority (RecycleMore). Scott was also City Manager for the City of El Cerrito for 17 years, a member agency of the RecycleMore. Scott oversaw all aspects of city government including budget development, strategic planning, community engagement, organizational development and restructuring, capital projects, legislative compliance, and oversight of all department heads.

Throughout his career Scott has worked in many related capacities including a recycling outreach coordinator, project manager of buy-back and drop of centers and environmental analyst for the City of New York. In his work as a consultant, Scott has assisted agencies throughout California with all aspects of their solid waste and diversion programs including contract development and management, program design, financial analysis and rate setting.

He is currently assisting a number of jurisdictions in developing and evaluating SB 1383 programs and administering the related contract documents.

Education & Certifications
» Master of Public Administration, New York University
» Bachelor of Arts in Political Science, University of Delaware » Procurement Services | City of Rosemead
Project Lead, currently assisting the City with the development of a Request for Proposals, and a new, SB 1383 compliant agreement. This includes developing schedules, deal points, drafts and presentations for stakeholders as well as City fee development and Proposition 218 compliance.
» Procurement Services | City of Rancho Cordova
Project Lead, currently supporting the City with development of a Request for Proposals, Community engagement plan and development of a new, SB 1383 compliant agreement. This includes developing schedules, deal points, drafts, and presentations for stakeholders.
» Negotiation and SB 1383 Compliance Assistance | City of Clayton Sr. Director, working with the City to review SB 1383 programs, review the cost impacts and develop a new franchise agreement for negotiation of a long-term franchise agreement. » Assistance with Agreement Assignment | Cities of Cerritos and Downey Sr. Director, worked with the Cities to conduct a high-level review of the financial strength of Athens, including the impact of the assignment on Athens finances, and to review Athens’s operations and organizational structure, in order to determine its ability to take over all the responsibilities described in the Franchise Agreement. » Cost-Based Review, Performance Review, and Negotiations | City of San Bruno Sr. Director, currently assisting the City with their process of negotiating a new solid waste franchise agreement which is including both operational and financial reviews and development of new SB 1383 programs and their evaluation. » Assistance with Agreement Assignment | Novato Sanitary District Sr. Director, working with the City to evaluate the possible assignment of the current collection franchise from the sanitary district to the city. Coordinating the assignment with all of the stakeholders including the Sanitary District, City, LAFCO and the hauler. The franchise agreement between Novato San and Recology covers both the entirety of the City of Novato, and some parts of Unincorporated Marin County.
» Assistance with Disposal Agreement Negotiations | City of Los Altos Sr. Director, currently serving as negotiator for the City to assist in securing a new disposal agreement with Republic Services in an effort to ensure disposal capacity, increased diversion and rate stability. » Solid Waste Agreement Negotiations and Procurement Support | City of South Pasadena Sr. Director, assisting the City in the review of their current exclusive franchise agreement and developing a new, SB 1383 compliant agreement with the necessary services and requirements. » Program Oversight, Development, Negotiation, and Compliance | RecycleMore* Former Executive Director, in this role, Scott was primarily responsible for developing programs and public education, negotiating agreements, setting rates, and ensuring regulatory compliance for six jurisdictions. Scott was also responsible for rate setting and negotiating with franchised haulers for new organics program and area wide public information program. *denotes completion while at previous firm

2. PROJECT TEAM

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Relevant Experience
» Procurement and Negotiation Assistance | Ventura County Sr. Managing Consultant, assisted County in drafting the request for proposal and franchise agreement in advance of their RFP process for residential services. Currently assisting the County in evaluating proposals, providing analysis and data review for Evaluation Team during interviews and subsequent discussions, and assisting with negotiations. » Procurement and Negotiation Assistance | City of Pomona Project Lead, assisted in evaluating proposals, conducted site visits of the proposed facilities, facilitated interviews, assisted with negotiations, and prepared a final staff report to present the results and recommendations to City Council regarding the outsourcing of its municipal solid waste operation. As a result of negotiations, he helped to maintain lower residential rates and discounted MFD rates, better incentives for displaced employees, and increased service levels for all lines of business. » Negotiation Assistance | City of Salinas
Project Lead, recently assisted in the negotiations with the City of Rolling Hills Estates and their hauler, designing the new Agreement to assist the City in complying with state legislation and Republic’s operations and reporting, while maintaining current service levels.
» Procurement and Negotiation Assistance | City of El Cajon Project Support, utilized his particular expertise in reviewing agreements and operations plans. He provided an unbiased summary of each proposal and a side-by-side comparison of the proposals to aid the Evaluation Committee in their review of proposed service packages.
» Operational and Performance Analysis and Rate Study | City of Folsom Sr. Managing Consultant, currently assisting for the City’s municipal operational and performance analysis and rate study for the City of Folsom. The goals of the analysis include maximizing the use of collection capacity, maximizing productive staff time, improving operational processes and procedures, and recommending technological options to improve services provided.
» Performance Review of Haulers | Cities of Salinas, Santa Rosa, Wildomar, Los Altos, Fairfield, Piedmont, Petaluma, and Cotati Sr. Managing Consultant, previously conducted an operation and performance review of Republic, the franchised hauler for the City of Salinas. He has conducted similar hauler operations and performance reviews for the cities of Cotati, Petaluma, and Wildomar. As part of the City of Cotati’s project, Ryan was responsible for assessing contractor compliance, conducting route audits, and evaluating the efficiency and safety of the franchised hauler’s collection operations. » Routing Review | RecycleSmart
Sr. Managing Consultant, assessed validity of customer complaints related to post-service collection issues via in-field investigation, conducted driver observations pertaining to safe practices and technical application of vehicle operation, and reviewed status of streets and containers both pre- and post-service during route audits for a comparative analysis of service-related conditions.

Ryan Calkin
Sr. Managing Consultant, Project Support
About
For the past two decades, Ryan Calkins has perfected his craft in each leadership and management role he has served in – varying from the Marine Corps to a private solid waste collection company, Waste Management, to today, a solid waste municipal consulting firm. In each of these roles, he has leveraged his experience to analyze, plan, and implement effective solutions that continually improve operations.

In his role as Sr. Managing Consultant for R3, Ryan focuses his experience on collections and processing operational and performance reviews of private and municipal haulers. His expertise also extends to procurement and negotiation of solid waste service agreements.

These projects range from assisting with sole-source negotiations, with an existing service provider, to managing all aspects of a competitive procurement process for collection and post-collection services, to assessing the potential for privatizing municipal operations. For performance reviews, he looks at all aspects of a hauler’s performance, including contract and regulatory compliance, management structure, administration, reporting and safety procedures, customer service protocols, and vehicle and equipment maintenance practices.

Education & Certifications
» Master’s in Business Administration, California State University, Sacramento » Bachelor of Science in Business Administration & Management, San Francisco State University » Manager of Collection Systems Certification, Solid Waste Association of North America

2. PROJECT TEAM

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Angela Micheletti
Associate Consultant, Project Support
About
Angela Micheletti combines her background in geology with her passion for research and data analysis to work with local governments in reducing and better managing their waste streams.

She has a strong background in assessing environmental impacts, engaging others in action - without hindering performance - to obtain measurable results. She is research-oriented and focused on providing client-centered service, accurate collection of data, and high-quality report writing.

As an Associate Consultant for R3, Angela provides important support on a variety of solid waste management projects, including policy planning and implementation, negotiations and procurement, financial and rate reviews, as well as assisting jurisdictions with incorporating state regulations into their solid waste contracts. Additionally, she has conducted surveys, performed online and in-the-field data research, and has compiled and critically analyzed the resulting data and findings for our clients and their communities.

Education & Certifications
» Bachelor of Science in Geology, University of California, Davis Relevant Experience
» SB 1383 Compliance Plan & Negotiation Assistance | City of Vallejo Associate Consultant, currently providing assistance on electronic annual report, contacting edible food recovery organizations and making tier 1 edible food generator calls to the community, as well as providing site visits, attending meetings, and taking notes.
» On-Call Solid Waste Consulting Services | City of Rancho Cordova Associate Consultant, supporting the City with residential agreement administration, which includes reviewing monthly reports, attending meetings, answering emails, and phones calls from residents regarding collection services. She also provides support in the edible food recovery site visits to inspect Tier 1 and Tier 2 business operations, to verify whether businesses are donating and to update the City’s quarterly report spreadsheets. In charge of commercial agreements being sent out on time and to make sure the agreements have corrected information. » Negotiation Support and Options | County of Santa Clara Associate Consultant, currently assisting the County with negotiating a new solid waste franchise agreements for three different service areas. She has attended interviews for each of the proposed haulers and conducted site visits to the facilities in each service area that will need to be serviced.
» Consulting Services for Solid Waste Contract | City of Santa Barbara Associate Consultant, recently she was involved with the process of creating and editing the new franchise agreement, and in negotiations between the City and hauler to negotiate deal points. Currently, she is assisting with edits to the new franchise agreement, attending meetings with the City and the haulers, and reviewing current franchise agreements to compare and revise draft agreement, while also checking the city code to confirm aspects of the draft agreement are correct. » Negotiation Assistance | City of Westlake Village
Associate Consultant, currently assisting the City by creating their administrative checklist by reviewing their franchise agreement. Maintains the records of monthly and quarterly reports that are received by haulers, verifies the information is compliant with state law, and assists with questions related to SB 1383, edible food recovery, and diversion requirements.

Recently, she also provided grant assistance in order to secure funding for education and outreach regarding SB 1383. » Procurement Assistance | City of Rosemead
Associate Consultant, recently assisted with the RFP process and creation of the City’s new Franchise Agreement after several revisions. She created a list of services provided by the City, after reviewing current franchise agreement to ensure those services were being transferred over to the new franchise agreement. She is currently assisting the City with drafting a staff report for City Council, and attending meetings and taking notes for the City. She also conducted a rate survey by researching surrounding jurisdictions garbage collection rates and helped determine recommendations for the next steps » On-Call Solid Waste Consulting Services | Town of Windsor Associate Consultant, reviewing current agreements and amendments to develop a checklist for staff to monitor agreements, as well as maintaining records of monthly/quarterly reports that are received by haulers, verifying the information is compliant with state law, and assisting with questions related to SB 1383, edible food recovery, and diversion requirements. » Negotiation Assistance | City of Clayton
Associate Consultant, supporting the City with reviewing SB 1383 programs, reviewing cost impacts, and developing a new franchise agreement for negotiation of a long-term franchise agreement.

2. PROJECT TEAM

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3. R3 QUALIFICATIONS
About R3
Incorporated in California in 2002, R3 is a California Certified Small Business with offices in Oakland and Roseville. For the past two decades, we have specialized in providing a diverse range of solid waste management consulting services to public agencies, including rate and financial reviews, competitive procurement and/or extension negotiations of collection, processing and disposal services; development, implementation and monitoring of service contracts and franchise agreements; and legislative compliance.

For the past two decades, we have specialized in providing a diverse range of solid waste management consulting services to public agencies, including:
› Planning, implementation and monitoring, and administrative services in support of legislative compliance with SB 1383 and SB 1016 and Assembly Bill (AB) 939, AB 341, AB 1826, AB 1594, AB 1669, AB 901, and AB 876.
› Rate and financial reviews and analyses of fees, rates, and rate structure options. › Competitive procurements and/or extension negotiations of collection, processing, and disposal. › Developing, implementing, and monitoring hauler performance of service contracts and agreements.

Our team has dedicated their careers to the field of solid waste management and sustainability, and skillfully deliver expert industry analysis and recommendations to our clients, who consist of municipalities, jurisdictions, public agencies, and joint power authorities - but never the solid waste companies we may be reviewing someday.

Procurement & Negotiation Services
Our team provides a variety of negotiation and procurement assistance services for our clients, ranging from assisting jurisdictions with “sole-source” negotiations with an existing service provider, to managing all aspects of a competitive procurement process for solid waste and recycling collection, recycling, organics, processing and disposal services. We typically provide “full-service” procurement assistance, meaning that we work closely with our clients on all aspects of a competitive procurement project.

Our procurement and negotiation services include the following:
› Negotiation, development, and monitoring of contracts and Agreements. › Assistance with the technical and financial evaluation of proposals. › Evaluation of commercial collection system service options and structures. › Development of policy and programmatic alternatives that meet the specific needs of the community. › Compliance monitoring and review.
› Design of performance standards, incentives, and penalties related to contractor performance. › Development of an annual adjustment mechanism to contractor compensation and user rates and fees. › Leadership in community and stakeholder engagement processes, including workshops, focus groups, surveys, interviews, and presentations.
› Preparation and distribution of Request for Proposals packages, including the Agreement and operating contracts.

Legislative Compliance Assistance
R3 provides a full range of planning, design, implementation, monitoring, and administrative services in support of regulatory compliance. Our knowledgeable, experienced staff advise and guide our clients to ensure that jurisdictions meet and remain compliant with all current regulatory requirements, and proactively plan for the demands of impending legislation. We provide a coordinated approach that is logical, cost-effective, and draws upon our operational, public policy, and public education and outreach capabilities.

3. R3 QUALIFICATIONS

City of Norco | Competitive Procurement Assistance 14
Our specific legislative and regulatory compliance services include the following:
› Developing and evaluating commercial recycling and organics recycling programs. › Analyzing options for program improvement and potential new programs. › Identifying businesses subject to compliance with AB 341 and AB 1826. › Monitoring and tracking covered generator compliance. › Designing and assessing public education and outreach materials and methods for notifying businesses of their requirements and compliance options.
› Developing franchised waste hauler tracking methods for necessary reporting, public education and outreach, and compliance monitoring requirements.
› Providing on-site waste assessments, material characterizations, and hands-on technical assistance to regulated businesses to support their compliance.
› Facilitating private sector diversion opportunities, including food donations and recycle/reuse vendors.

Hauler Transition Support
As part of R3’s RFP process, we usually ask for, or assist in the development of a transition plan from the proposing service providers. This plan, which is typically formatted as a checklist to organize and track implementation tasks during the transition period, is initially developed at the project kick-off meeting, and reviewed and updated at the regularly scheduled meetings between the service provider(s) and R3. With our extensive experience and knowledge, we determine what is required for the transition and scope out a timeline to make sure that all items are completed, and services start without a big interruption.

Other than the need for potential cart delivery, purchase of new trucks, customer cart selections, route maps, etc., transition assistance often requires the development and distribution of public outreach and education materials. R3 has extensive experience engaging a wide range of diverse community stakeholder groups as part of Zero Waste implementation planning, revisions to ordinances, education and outreach programming, service contract/franchise agreement drafting, and overall strategic solid waste plan development.

Hauler Cost-Based Rate Reviews
R3 regularly assists jurisdictions with solid waste rate and cost-based studies, consisting of the following:
› Review and analysis of fees, rates, and rate structure options. › Projection and analysis of revenues and expenses over an extended planning period (5-10 years). › Development of rate models, cost-of-service rates and multiple-year rate-adjustment recommendations. › Analysis of annual costs, including capital expenditures, operations and maintenance, debt service, depreciation, and reserve requirements.
› Evaluation and analysis of the current cost of services. › Evaluating rates and rate structures for Proposition 218 compliance. › Conducting nexus studies to support enterprise fund transfers. › Developing enterprise fund rate models.

3. R3 QUALIFICATIONS

City of Norco | Competitive Procurement Assistance 15
Operations &
Performance
Review
Rate Study /
Financial
Review
SB 1383
Compliance
Negotiation
Assistance
Procurement
Assistance
City of Banning X X
City of Beaumont X X
City of Burbank X X X
City of Cloverdale X X X X
City of Eastvale X
City of El Cajon X X
City of Fairfield X X X X
City of Folsom X X X X
City of Petaluma X X X X X
City of Piedmont X X X X
City of Pomona X X X X X
City of Rancho Cordova X X X X X
City of Rohnert Park X X X
City of Rosemead X X
City of Salinas X X X X
City of San Bruno X X X
City of San Luis Obispo X
City of Santa Barbara X
City of Santa Clara X X X X
City of Santa Clarita X X X
City of Santa Monica X X X
City of Santa Rosa X X X X
City of Turlock X X
County of Sacramento X X
Sonoma County X X X
Town of Windsor X X X
CLIENT

SERVICES PROVIDED
Relevant Experience and References
Since 2002, R3’s project team has developed a unique level of relevant experience and knowledge of solid waste solutions that can help you deliver the programs and policies that your community needs. Our work, with a sampling shown below, covers everything from agreement negotiations to policy and ordinances development, legislative compliance, and education and outreach.

Our team is proud to have served 120+ clients over the past three years, and on the following pages, we have compiled a sample list of projects relevant to the City’s scope of work.

3. R3 QUALIFICATIONS

City of Norco | Competitive Procurement Assistance 16

1. City of Santa Clarita
Mr. Curtis William, Administrative Assistant
23920 Valencia Boulevard, Santa Clarita, CA 91355
661.255.4308 | [email protected]
Brief Description
R3 was engaged by the City of Santa Clarita to provide an analysis of its exclusive Franchise Agreements (Agreements) for solid waste residential and commercial service with Waste Management (WM) and Burrtec Waste Industries Inc. (Burrtec), which are set to expire in 2023. R3 also prepared a comparative rate and services analysis of surrounding market conditions. One objective of this analysis was to develop an understanding of how the City’s current solid waste collection programs and services, performance standards and operational requirements compare to solid waste industry standard best practices. Another was to determine the key negotiation points to consider during discussions with WM and Burrtec regarding contract terms, extensions, and/or amendments. Our team comprehensively reviewed the City’s existing Agreements, including amendments, and provided recommendations for contract enhancements that address the City’s goals and state legislative requirements including SB 1383, AB 1826, AB 939, and the China National Sword.

R3 was also engaged in 2019 to review an extraordinary rate request from Burrtec relating to extraordinary changes in the cost of providing services to the City’s solid waste customers. Via that effort, R3 reviewed and analyzed financial statements provide by Burrtec, confirmed the logic and evidence supporting Burrtec’s rate adjustment request, compared the resulting outcomes to other rates in the region, and provided a final memorandum of findings and recommendations.

2. City of Eastvale
Mr. Marc Donohue, City Clerk / Communications Director
12363 Limonite Ave., Suite 910, Eastvale, 91752
951.703.4421 | [email protected]
Brief Description
The City had exclusive Franchise Agreements with Waste Management of the Inland Empire (WM) and Burrtec Waste Industries (Burrtec) for the collection of refuse, recycling, and green waste. The City engaged R3 to conduct a limited competitive Request for Information (RFI) whereby both haulers will vie for an exclusive agreement to provide all solid waste services to all sectors of the City. The focus of this engagement was to conduct a transparent procurement process that focuses on compliant collection programs, competitive rates, and high levels of customer service.

R3 contracted with the City to develop procurement strategies and deal points for a new agreement. With that information, we prepared and issued RFI documents, including a new agreement. The procurement process included R3 leading a mandatory pre-proposal conference, responding to and providing clarification to questions submitted by the haulers, conducting evaluation of proposals, negotiating with the top ranked proposer, and finalizing and presenting the new draft agreement for City Council approval.

3. R3 QUALIFICATIONS

City of Norco | Competitive Procurement Assistance 17

3. City of Westlake Village
Mr. Michael Forbes, AICP, Planning Director
31200 Oak Crest Drive, Westlake Village, CA 91361
818.706.1613 | [email protected]
Brief Description
Since August 2021, R3 has partnered with the City to evaluate the City’s current solid waste collection system, hauler contract, and regulatory requirements. R3 assisted the City with revisions to the City’s solid waste management ordinance and negotiated a new solid waste collection contract. R3 worked with City staff to develop a complete list of deal points to negotiate into a new contract, including SB 1383 compliant programs and services (3-container collection for all customers, reporting and compliance provisions, route inspections and reviews, color-compliant containers, standardized labeling, and public outreach and education), industry best practices, exclusivity of the commercial market, and program fees to cover the cost to manage the agreement.

To comply with SB 1383, R3 also assisted the City by drafting revisions to the City’s solid waste management ordinance. In summary, SB 1383 requires all jurisdictions through the State to update their municipal codes to enable jurisdictions to enforce the new requirements, which were incorporated in the City’s municipal code update. At this time, R3 continues to work alongside City staff to comply with solid waste legislation including SB 1383, in addition to administering the solid waste and recycling programs and interface with CalRecycle on the City’s behalf.

4. City of Pomona
Ms. Shandy Dittman, Sr. Management Analyst
505 South Garey Ave., Pomona, 91766
909.620.3797 | [email protected]
Brief Description
R3 assisted through management reviews and efficiency studies of its municipal solid waste collection operations in support of a decision as to whether to continue with municipal operations or outsource the system.

Our team projected the estimated revenues realized through outsourcing and the potential impact on customer rates, and conducted a refuse vehicle impact study to quantify the impact of the City’s residential solid waste vehicles on the City’s residential streets and the associated street maintenance costs. The operational review considered safety, customer service, routing analysis, routing productivity, management and administration, maintenance, and regulatory compliance. The vehicle impact fee study reviewed impacts and associated costs of refuse vehicles on residential and commercial streets. The financial analysis of outsourcing found that unless the City is willing and able to invest in the significant necessary capital expenditures needed to improve and maintain its municipal residential solid waste collection operation, privatization will need to be considered.

5. City of Rolling Hill Estates
Ms. Alexa Davis, Assistant City Manager
4045 Palos Verdes Drive North | Rolling Hills Estates, CA 90274 310.377.1577 x111 | [email protected]
Brief Description
The City of Rolling Hills Estates (City) selected R3 to assist with a competitive process to procure solid waste services. R3 worked closely with City staff and residents to address several concerns, including the impact of a shift from unlimited manual collection to containerized, automated collection, and the shift from an open commercial system to an exclusive commercial franchise system. The City staff also had concerns over the level of franchise fees needed to cover the costs of contract administration, and R3 worked to increase City revenue by 35% without increases to collection rates. The project team conducted a series of community workshops to gain direct input from the community and assisted on the evaluation of the submitted proposals.

R3 also prepared the City’s new solid waste ordinance to conform to the franchise agreement requirements, and provided assistance in the transition process.

3. R3 QUALIFICATIONS

City of Norco | Competitive Procurement Assistance 18

4. PROJECT BUDGET
R3 proposes to complete the project for a total budget of $121,000. Optional tasks may be requested based on the direction from City staff and/or City Council. R3 proposes to include an additional 10% contingency to cover requested optional tasks. Table 1, below, shows the cost and relative level of effort broken out by task. Additional consulting services beyond those proposed will be charged at the hourly billing rates shown in Table 2, below. Fees for work completed will be billed monthly at the first of each month, for the preceding month, and are due within 30 days of the invoice date.

Table 2: Standard Hourly Billing Rates

CLASSIFICATION HOURLY RATE
Principal $ 285
Sr. Director $ 285
Director $ 240
Sr. Managing Consultant $ 220
Managing Consultant $ 200
Sr. Consultant $ 190
Consultant $ 170
Associate Consultant $ 155

REIMBURSABLE COSTS
Consultants/Subcontractors Cost plus 10%
Lodging and Meals Direct cost
Travel — Private or company car At Current Federal Rate Travel — Other Direct cost
Delivery and other expenses Direct cost
Table 1: Breakdown of Costs

HOURS COST
1 Project Management 10 $ 2,000
2 Conduct Comprehensive Solid Waste Analysis of the Current Programs 30 $ 6,000 3 Technical Document Development and Presentations 400 $ 82,500 4 Negotiate with Top Ranked Proposer and Present Results 85 $ 19,500 10% Contingency 55 $ 11,000
TOTALS 580 $ 121,000
TASK

4. PROJECT BUDGET

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CONTRACT AGREEMENT

CITY OF NORCO

SOLID WASTE CONSULTING SERVICES

1. Parties and Date.

This Agreement is made and entered into this 17th day of May, 2023 by and between the City of Norco, a municipal corporation of the State of California, located at 2870 Clark Avenue, Norco, California 92860, County of Riverside, State of California, (hereinafter referred to as “City”) and R3 Consulting Services, Inc., a corporation with its principal place of business at 1512 Eureka Road, Suite 220, Roseville, CA 95661 (hereinafter referred to as “Consultant”). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties” in this Agreement.

2. Recitals.

2.1 Consultant.

Consultant desires to perform and assume responsibility for providing professional services for the City’s Franchise Waste Hauler Procurement Process on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in competitive procurement process for public clients, that it and its employees or subconsultants have all necessary licenses and permits to perform the Services in the State of California, and that is familiar with the plans of the City.

2.2 Project.

The City desires to engage the Consultant to render such professional consulting services for the Franchise Waste Hauler Procurement Process (“Project”) as set forth in this Agreement.

3. Terms.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately facilitate a competitive procurement process outlined by the Project. The Project is more particularly described in Exhibit A attached hereto and incorporated herein by reference. The Project shall be subject to, and performed in accordance with this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.

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3.1.2 Term. The terms of this Agreement shall begin at the Notice to Proceed and shall extend no later than the schedule outlined in the Consultant proposal for the Project. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.

3.2 Responsibilities of Consultant.

3.2.1 Control and Payment of Subordinates; Independent Consultant. The Project shall be facilitated by Consultant. Consultant will determine the means, methods and details of completing the Project subject to the requirements of this Agreement. City retains Consultant on an independent Consultant basis and not as an employee. Any additional personnel working on the Project under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant’s exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with the completion of the Project under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation insurance.

3.2.2 Schedule of Services. Consultant shall perform the services expeditiously, within the term of this Agreement, and in accordance with the Project timeframe set forth herein. Consultant represents that it has the professional and technical personnel required to complete the Project in conformance with such conditions.

In order to facilitate Consultant’s conformance with the Project timeframe, City shall respond to Consultant’s Requests for Information in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Project timeframe.

3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.

3.2.4 City’s Representative. The City hereby designates the Director of Public Works, or his designee, to act as its representative for the performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf of the City for all purposes under this Agreement. Consultant shall not accept direction or orders from any person other than the City’s Representative or his or her designee.

3.2.5 Consultant’s Representative. Consultant hereby designates Garth Schultz – President or his designee, to act as its representative for the performance of this Agreement (“Consultant’s Representative”). Consultant’s Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant’s Representative shall supervise and direct the Project, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Project under this Agreement.

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3.2.6 Coordination of Projects. Consultant agrees to work closely with City staff in the completion of the Project and shall be available to City’s staff, consultants and other staff at all reasonable times.

3.2.7 Standard of Care; Performance of Employees. Consultant shall complete the Project under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to complete the Project. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to complete the Project. Finally, Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to complete the Project, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant’s failure to comply with the standard of care provided for herein. Any employee of the Consultant or its subConsultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to complete the Project in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any work on the Project.

3.2.8 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with the Project. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to the City, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.

3.2.8.1 Employment Eligibility; Consultant. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time. Such requirements and restrictions include, but are not limited to, examination and retention of documentation confirming the identity and immigration status of each employee of the Consultant. Consultant also verifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement, and shall not violate any such law at any time during the Term of the Agreement. Consultant shall avoid any violation of any such law during the Term of this Agreement by participating in an electronic verification of work authorization program operated by the United States Department of Homeland Security, by participating

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in an equivalent federal work authorization program operated by the United States Department of Homeland Security to verify information of newly hired employees, or by some other legally acceptable method. Consultant shall maintain records of each such verification, and shall make them available to the City or its representatives for inspection and copy at any time during normal business hours. The City shall not be responsible for any costs or expenses related to Consultant’s compliance with the requirements provided for in Section 3.2.8 or any of its sub-sections.

3.2.8.2 Employment Eligibility; Subcontractors, Consultants, Sub-subcontractors and Subconsultants. To the same extent and under the same conditions as Consultant, Consultant shall require all of its subcontractors, consultants, sub-subcontractors and subconsultants performing any work or Services relating to the Projects or this Agreement to make the same verifications and comply with all requirements and restrictions provided for in Section 3.2.8.1.

3.2.8.3 Employment Eligibility; Failure to Comply. Each person executing this Agreement on behalf of Consultant verifies that they are a duly authorized officer of Consultant, and understands that any of the following shall be grounds for the City to terminate the Agreement for cause: (1) failure of Consultant or its subcontractors, consultants, sub-subcontractors or subconsultants to meet any of the requirements provided for in Sections 3.2.8.1 or 3.2.8.2; (2) any misrepresentation or material omission concerning compliance with such requirements (including in those verifications provided to the Consultant under Section 3.2.8.2); or (3) failure to immediately remove from the Projects any person found not to be in compliance with such requirements.

3.2.8.4 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Workers’ Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.

3.2.8.5 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, 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. Consultant shall also comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.2.8.6 Air Quality. To the extent applicable, Consultant must fully comply with all applicable laws, rules and regulations in furnishing or using equipment and/or providing services, including, but not limited to, emissions limits and permitting requirements imposed by the South Coast Air Quality Management District (SCAQMD) and/or California Air Resources Board (CARB). Although the SCAQMD and CARB limits and requirements are more broad, Consultant shall specifically be aware of their

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application to "portable equipment", which definition is considered by SCAQMD and CARB to include any item of equipment with a fuel-powered engine. Consultant shall indemnify City against any fines or penalties imposed by SCAQMD, CARB, or any other governmental or regulatory agency for violations of applicable laws, rules and/or regulations by Consultant, its subconsultants, or others for whom Consultant is responsible under its indemnity obligations provided for in this Agreement.

3.2.9 Insurance.

3.2.9.1 Time for Compliance. Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section.

3.2.9.2 Minimum Requirements. Throughout the life of this Contract, Consultant shall pay for and maintain in full force and effect all policies of insurance required hereunder with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated not less than "A- VII" in Best's Insurance Rating Guide, or (ii) as may be authorized in writing by City Manager or his/her designee at any time and in his/her sole discretion. The following policies of insurance are required:
(i) COMMERCIAL GENERAL LIABILITY insurance which shall be at least as broad as the most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01 and include insurance for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non-owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Contract) with limits of liability of not less than the following:
$1,000,000 per occurrence for bodily injury and property damage $1,000,000 per occurrence for personal and advertising injury $2,000,000 aggregate for products and completed operations $2,000,000 general aggregate applying separately to the work performed under the Contract
(ii) COMMERCIAL AUTOMOBILE LIABILITY insurance which shall be at least as broad as the most current version of Insurance Service Office (ISO) Business Auto Coverage Form CA 00 01, and include coverage for all owned, hired, and non-owned automobiles or other licensed vehicles (Code 1 Any Auto) with limits of liability of not less than $1,000,000 per accident for bodily injury and property damage. (iii) WORKERS' COMPENSATION insurance as required under the California Labor Code.

(iv) EMPLOYERS’ LIABILITY insurance with limits of liability of not less than

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$1,000,000 each accident, $1,000,000 disease policy limit and $1,000,000 disease each employee.
(v) PROFESSIONAL LIABILITY Professional Liability (Errors and Omissions) insurance appropriate to Consultant’s profession, with limits of liability of $2,000,000 per claim/occurrence and $2,000,000 policy aggregate.

In the event Consultant purchases an Umbrella or Excess insurance policy(ies) to meet the minimum limits of insurance set forth above, this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies).

Consultant shall be responsible for payment of any deductibles contained in any insurance policies required hereunder and Consultant shall also be responsible for payment of any self-insured retentions. Any deductibles or self-insured retentions must be declared to, and approved by, the City Manager or his/her designee. At the option of the City Manager or his/her designee, either: (i) the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects to VVTA, its board members, officers, officials, employees and agents; or (ii) Consultant shall provide a financial guarantee, satisfactory to VVTA’s Executive Director or his/her designee, guaranteeing payment of losses and related investigations, claim administration and defense expenses. At no time shall the City be responsible for the payment of any deductibles or self-insured retentions.

All policies of insurance required hereunder shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after 30 calendar day written notice has been given to City. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits, Consultant shall furnish City with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for City, Consultant shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than 15 calendar days prior to the expiration date of the expiring policy.

The General Liability and Automobile Liability insurance policies shall be written on an occurrence form. The General Liability (including ongoing and completed operations) and Automobile Liability shall name City and its officers, officials, employees, agents and volunteers as an additional insured. Such policy/ies of insurance shall be endorsed so Consultant’s insurance shall be primary and no contribution shall be required of City. The coverage shall contain no special limitations on the scope of protection afforded to the City and its officers, officials, employees, agents and volunteers. The Workers’ Compensation insurance policy shall contain a waiver of subrogation as to City and its officers, officials, employees, agents and volunteers. Should Consultant maintain insurance with broader coverage and/or limits of liability greater than those shown above, City requires and shall be entitled to the broader coverage and/or the higher limits of liability maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

If the Professional Liability (Errors and Omissions) insurance policy is written on a claimsmade form:

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1. The retroactive date must be shown, and must be before the effective date of the Agreement or the commencement of work by Consultant.

2. Insurance must be maintained and evidence of insurance must be provided for at least 3 years after any expiration or termination of the Agreement or, in the alternative, the policy shall be endorsed to provide not less than a 3-year discovery period.

3. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a retroactive date prior to the effective date of the Agreement or the commencement of work by Consultant, Consultant must purchase extended reporting coverage for a minimum of 3 years following the expiration or termination of the Agreement.

4. A copy of the claims reporting requirements must be submitted to VVTA for review.

5. These requirements shall survive expiration or termination of the Agreement.

Consultant shall furnish City with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are to be received and approved by the City Manager or his/her designee prior to City’s execution of the Agreement and before work commences.

If at any time during the life of this Agreement or any extension, Consultant or any of its subconsultants fail to maintain any required insurance in full force and effect, all work under this Agreement shall be discontinued immediately, and all payments due or that become due to Consultant shall be withheld until notice is received by City that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to City. Any failure to maintain the required insurance shall be sufficient cause for City to terminate this Agreement. No action taken by City hereunder shall in any way relieve Consultant of its responsibilities under this Agreement.

Upon request of City, Consultant shall immediately furnish City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement.

The fact that insurance is obtained by Consultant shall not be deemed to release or diminish the liability of Consultant, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify City and its officers, officials, employees, agents and volunteers shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Consultant. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of Consultant, its principals, officers, employees, agents, persons under the

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supervision of Consultant, vendors, suppliers, invitees, sub-consultants, subconsultants, or anyone employed directly or indirectly by any of them.

If Consultant should subcontract all or any portion of the services to be performed under this Agreement, Consultant shall require each subconsultant to provide insurance protection in favor of City and its officers, officials, employees, agents and volunteers in accordance with the terms of each of the preceding paragraphs, except that the subconsultants' certificates and endorsements shall be on file with Consultant and City prior to the commencement of any work by the subconsultant.

3.2.10 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In completing the Project, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.

3.3 Fees and Payments.

3.3.1 Rates and Total Compensation. Consultant shall receive compensation, including authorized reimbursements, for all services rendered under this Agreement at the rates set forth in Exhibit B for the Project, attached hereto and incorporated herein by reference. The total compensation, including authorized reimbursements, shall not exceed the total costs outline in Exhibit B. Extra work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

3.3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed by Consultant. The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.

3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, “Extra Work” means any work which is determined by City to be necessary for the proper completion of the Projects, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra