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PSA with Davey Resource Group, Inc. 0 (3- 30388 PROFESSIONAL SERVICES AGREEMENT BETWEEN CITY OF MIAMI BEACH, FLORIDA AND THE DAVEY RESOURCE GROUP, INC. FOR URBAN FORESTRY MASTER PLAN DEVELOPMENT, PURSUANT TO RFQ 2018-187-WG This Professional Services Agreement ("Agreement") is entered into this c4 day of February, 2019, between the CITY OF MIAMI BEACH, FLORIDA, a municipal corporation organized and existing under the laws of the State of Florida, having its principal offices at 1700 Convention Center Drive, Miami Beach, Florida, 33139 (the "City"), and DAVEY RESOURCE GROUP, INC., an Ohio for profit corporation, whose address is 1500 North Mantua Street, Kent, OH 44240. SECTION 1 DEFINITIONS Agreement: This Agreement between the City and Consultant, including any exhibits and amendments thereto. City Manager: The chief administrative officer of the City. City Manager's Designee: The City staff member who is designated by the City Manager to administer this Agreement on behalf of the City. The City Manager's designee shall be the City Urban Forester. Consultant: For the purposes of this Agreement, Consultant shall be deemed to be an independent contractor, and not an agent or employee of the City. Services: All services, work and actions by the Consultant performed or undertaken pursuant to the Agreement. Fee: Amount paid to the Consultant as compensation for Services. Proposal Documents: Proposal Documents shall mean City of Miami Beach Request for Qualifications (`RFQ") No. 2018-187-WG for Urban Forestry Master Plan Development, together with all amendments thereto, issued by the City in contemplation of this Agreement (the "RFQ"), and the Consultant's proposal in response thereto (Proposal), all of which are hereby incorporated and made a part hereof; provided, however, that in the event of an express conflict between the Proposal Documents and this Agreement, the following order of precedent shall prevail: this Agreement; the RFQ; and the Proposal. Risk Manager: The Risk Manager of the City, with offices at 1700 Convention Center Drive, Third Floor, Miami Beach, Florida 33139; telephone number (305) 673-7000, Ext. 6435; and fax number (305) 673-7023. 1 SECTION 2 SCOPE OF SERVICES 2.1 In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide the work and services described in Exhibit "A" hereto (the "Services"). Although Consultant may be provided with a schedule of the available hours to provide its Services, the City shall not control nor have the right to control the hours of the Services performed by the Consultant; where the Services are performed (although the City will provide Consultant with the appropriate location to perform the Services); when the Services are performed, including how many days a week the services are performed; how the services are performed, or any other aspect of the actual manner and means of accomplishing the Services provided. Notwithstanding the foregoing, all services provided by the Consultant shall be performed in accordance with the terms and conditions set forth in Exhibit "A" and to the reasonable satisfaction of the City Manager. If there are any questions regarding the Services to be performed, Consultant should contact the following person: Omar Leon, Urban Forester Environment and Sustainability Department 1700 Convention Center Drive Miami Beach, FL 33139 305 673-7722 omarleon@miamibeachfl.gov 2.2 Consultant's Services, and any deliverables incident thereto, shall be completed in accordance with the timeline and/or schedule in Exhibit "A" hereto. SECTION 3 TERM 3.1 This contract shall commence upon the date of final execution of an agreement and shall remain in effect until such time as the awarded firm delivers to the City a final plan, which includes an electronic copy on flash drive, in Microsoft Word format, and presents to the City Commission, on-site, an explanation of the final plan, on or before November 30, 2019. Notwithstanding, subsequent to the delivery and acceptance of the final plan, the City may require additional services from the Consultant through the final completion of the General Obligation (G.O.) Bond project intended to implement the results of final plan, or for any other related services that the City may require. 3.2 The Consultant shall perform the Services as expeditiously as is consistent with the standard of professional skill and care required by this agreement, and the orderly progress of work. Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines, schedules, dates, and/or performance milestones for completion and delivery of the Services, as same is/are set forth in the timeline and/or schedule referenced in Exhibit"A" hereto. 2 SECTION 4 FEE 4.1 The total compensation for all Services described in Exhibit "A" shall not exceed $104,400.00. While the fees identified in Exhibit "A" reference hourly rates, these are understood to be for informational purposes only. Regardless of the actual number of hours required to complete the Services described in Exhibit "A", the fee shall not exceed the amount established in this section. The actual hourly fees described in Exhibit "A" shall only be utilized if and when the City approves, in writing, additional services pursuant to Article 4.3. In consideration of the Services to be provided, Consultant shall be compensated on a fixed fee basis or "Not to Exceed" basis determined by the hourly rates established in Schedule "A" of this Agreement. 4.2 Fees will be paid consistent with progress made at each of the project phases, as described in Exhibit "A" of this Agreement. 4.3 ADDITIONAL SERVICES Additional services similar in scope to the work identified in Exhibit "A" may be required. All additional services must be approved in writing by the City Manager. 4.4 REIMBURSABLE EXPENSES Reimbursable Expenses are an allowance set aside by the City and shall include actual expenditures made by the Consultant in the interest of the Project, provided such expenses are authorized in advance by the City as set forth in the timeline and/or schedule referenced in Exhibit "A" Hereto. The Reimbursable Expenses allowance, as specified herein, belongs to, and shall be controlled by the City (i.e unused portions will be retained by the City and shall not be paid to Consultant). Notwithstanding the above, any Reimbursable Expenses must be authorized, in advance, in writing, by the Project Administrator. Invoices or vouchers for Reimbursable Expenses shall be submitted to the corresponding Project Administrator (along with any supporting receipts and other back-up material required to support the amount invoiced, and as requested by the corresponding Project Administrator). Consultant shall certify as to each such invoice and/or voucher that the amounts and items claimed as reimbursable are "true and correct and in accordance with the Agreement." Only actual amounts incurred and paid (requiring proof of payment) by the Consultant shall be invoiced, without any markups and/or additions. No travel is anticipated to complete the Services identified in Exhibit "A," however, if travel is required, such travel must be pre-approved by the City and shall comply with the City Administrative Procedure OD.20.01, Travel on City Business. 3 4.5 INVOICING Upon receipt of an acceptable and approved invoice, payment(s) shall be made within forty-five (45) days for that portion (or those portions) of the Services satisfactorily rendered (and referenced in the particular invoice). Consultant shall bill the City on a monthly basis, by the 10th of each month, for the services performed for the preceding month. Invoices shall include a detailed description of the Services (or portions thereof) provided, and shall be submitted to the City at: Accounts Payable Division Finance Department City of Miami Beach 1700 Convention Center Drive, 3' Floor Miami Beach, FL 33139 Invoices must be submitted to: payables@MiamiBeachFL.gov SECTION 5 TERMINATION 5.1 TERMINATION FOR CAUSE If the Consultant shall fail to fulfill in a timely manner, or otherwise violates, any of the covenants, agreements, or stipulations material to this Agreement, the City, through its City Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to exercising its option to terminate for cause, the City shall notify the Consultant of its violation of the particular term(s) of this Agreement, and shall grant Consultant ten (10) days to cure such default. If such default remains uncured after ten (10) days, the City may terminate this Agreement without further notice to Consultant. Upon termination, the City shall be fully discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this Agreement. Notwithstanding the above, the Consultant shall not be relieved of liability to the City for damages sustained by the City by any breach of the Agreement by the Consultant. The City, at its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it deems to be in its best interest in order to enforce the City's right and remedies against Consultant. The City shall be entitled to recover all costs of such actions, including reasonable attorneys' fees. 5.2 TERMINATION FOR CONVENIENCE OF THE CITY THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE AGREEMENT AT ANY TIME DURING THE TERM BY GIVING WRITTEN NOTICE TO CONSULTANT OF SUCH TERMINATION; WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30) DAYS FOLLOWING RECEIPT BY THE CONSULTANT OF SUCH NOTICE. ADDITIONALLY, IN THE EVENT OF A PUBLIC HEALTH, WELFARE OR SAFETY CONCERN, AS DETERMINED BY THE CITY MANAGER, IN THE CITY MANAGER'S SOLE DISCRETION, THE CITY MANAGER, PURSUANT TO A VERBAL OR WRITTEN NOTIFICATION TO CONTRACTOR, MAY IMMEDIATELY SUSPEND THE 4 SERVICES UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE ALTERNATIVE, TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CONSULTANT SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE DATE OF TERMINATION; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE OF, THIS AGREEMENT. 5.3 TERMINATION FOR INSOLVENCY The City also reserves the right to terminate the Agreement in the event the Consultant is placed either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of creditors. In such event, the right and obligations for the parties shall be the same as provided for in Section 5.2. SECTION 6 INDEMNIFICATION AND INSURANCE REQUIREMENTS 6.1 INDEMNIFICATION Consultant agrees to indemnify and hold harmless the City of Miami Beach and its officers, employees, agents, and contractors, from and against any and all actions (whether at law or in equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and costs, for personal, economic or bodily injury, wrongful death, loss of or damage to property, which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other wrongful conduct of the Consultant, its officers, employees, agents, contractors, or any other person or entity acting under Consultant's control or supervision, in connection with, related to, or as a result of the Consultant's performance of the Services pursuant to this Agreement. To that extent, the Consultant shall pay all such claims and losses and shall pay all such costs and judgments which may issue from any lawsuit arising from such claims and losses, and shall pay all costs and attorneys' fees expended by the City in the defense of such claims and losses, including appeals. The Consultant expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the Consultant shall in no way limit the Consultant's responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The parties agree that one percent (1%) of the total compensation to Consultant for performance of the Services under this Agreement is the specific consideration from the City to the Consultant for the Consultant's indemnity agreement. The provisions of this Section 6.1 and of this indemnification shall survive termination or expiration of this Agreement. 6.2 INSURANCE REQUIREMENTS The Consultant shall maintain and carry in full force during the Term, the following insurance: 1. Consultant General Liability, in the amount of$1,000,000; 2. Automobile Liability Insurance Covering all owned, non-owned and hired vehicles used in connection with the work, in an amount not less than $1,000,000 Combined single limit per occurrence for bodily injury and property damage. 3. Consultant Professional Liability, in the amount of$2,000,000; and 5 4. Workers Compensation & Employers Liability, as required pursuant to Florida Statutes. The insurance must be furnished by insurance companies authorized to do business in the State of Florida. All insurance policies must be issued by companies rated no less than "B+" as to management and not less than "Class VI" as to strength by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent. All of Consultant's certificates shall contain endorsements providing that written notice shall be given to the City at least thirty (30) days prior to termination, cancellation or reduction in coverage in the policy. The insurance certificates for General Liability shall include the City as an additional insured and shall contain a waiver of subrogation endorsement. Original certificates of insurance must be submitted to the City's Risk Manager for approval (prior to any work and/or services commencing) and will be kept on file in the Office of the Risk Manager. The City shall have the right to obtain from the Consultant specimen copies of the insurance policies in the event that submitted certificates of insurance are inadequate to ascertain compliance with required coverage. The Consultant is also solely responsible for obtaining and submitting all insurance certificates for any sub-consultants. Compliance with the foregoing requirements shall not relieve the Consultant of the liabilities and obligations under this Section or under any other portion of this Agreement. The Consultant shall not commence any work and or services pursuant to this Agreement until all insurance required under this Section has been obtained and such insurance has been approved by the City's Risk Manager. SECTION 7 LITIGATION JURISDICTIONNENUE/JURY TRIAL WAIVER This Agreement shall be construed in accordance with the laws of the State of Florida. This Agreement shall be enforceable in Miami-Dade County, Florida, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for the enforcement of same shall lie in Miami-Dade County, Florida. By entering into this Agreement, Consultant and the City expressly waive any rights either party may have to a trial by jury of any civil litigation related to or arising out of this Agreement. SECTION 8 LIMITATION OF CITY'S LIABILITY The City desires to enter into this Agreement only if in so doing the City can place a limit on the City's liability for any cause of action, for money damages due to an alleged breach by the City of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000. Consultant hereby expresses its willingness to enter into this Agreement with Consultant's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of$10,000. 6 Accordingly, and notwithstanding any other term or condition of this Agreement, Consultant hereby agrees that the City shall not be liable to the Consultant for damages in an amount in excess of $10,000 for any action or claim for breach of contract arising out of the performance or non-performance of any obligations imposed upon the City by this Agreement. Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a waiver of the limitation placed upon the City's liability, as set forth in Section 768.28, Florida Statutes. SECTION 9 DUTY OF CARE/COMPLIANCE WITH APPLICABLE LAWS/PATENT RIGHTS; COPYRIGHT; AND CONFIDENTIAL FINDINGS 9.1 DUTY OF CARE With respect to the performance of the work and/or service contemplated herein, Consultant shall exercise that degree of skill, care, efficiency and diligence normally exercised by reasonable persons and/or recognized professionals with respect to the performance of comparable work and/or services. 9.2 COMPLIANCE WITH APPLICABLE LAWS In its performance of the work and/or services, Consultant shall comply with all applicable laws, ordinances, and regulations of the City, Miami-Dade County, the State of Florida, and the federal government, as applicable. 9.3 PATENT RIGHTS; COPYRIGHT; CONFIDENTIAL FINDINGS Any work product arising out of this Agreement, as well as all information specifications, processes, data and findings, are intended to be the property of the City and shall not otherwise be made public and/or disseminated by Consultant, without the prior written consent of the City Manager, excepting any information, records etc. which are required to be disclosed pursuant to Court Order and/or Florida Public Records Law. All reports, documents, articles, devices, and/or work produced in whole or in part under this Agreement are intended to be the sole and exclusive property of the City, and shall not be subject to any application for copyright or patent by or on behalf of the Consultant or its employees or sub-consultants, without the prior written consent of the City Manager. SECTION 10 GENERAL PROVISIONS 10.1 AUDIT AND INSPECTIONS 7 Upon reasonable verbal or written notice to Consultant, and at any time during normal business hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized holidays), and as often as the City Manager may, in his/her reasonable discretion and judgment, deem necessary, there shall be made available to the City Manager, and/or such representatives as the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any and all other documents and/or records relating to all matters covered by this Agreement. Consultant shall maintain any and all such records at its place of business at the address set forth in the "Notices" section of this Agreement. 10.2 [INTENTIONALLY DELETETD] 10.3 ASSIGNMENT, TRANSFER OR SUBCONSULTING Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or service under this Agreement without the prior written consent of the City Manager, which consent, if given at all, shall be in the Manager's sole judgment and discretion. Neither this Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as approved pursuant to this Section, and any attempt to make such assignment (unless approved) shall be void. 10.4 PUBLIC ENTITY CRIMES Prior to commencement of the Services, the Consultant shall file a State of Florida Form PUR 7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes with the City's Procurement Division. 10.5 NO DISCRIMINATION In connection with the performance of the Services, the Consultant shall not exclude from participation in, deny the benefits of, or subject to discrimination anyone on the grounds of race, color, national origin, sex, age, disability, religion, income or family status. Additionally, Consultant shall comply fully with the City of Miami Beach Human Rights Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time, prohibiting discrimination in employment, housing, public accommodations, and public services on account of actual or perceived race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, age, disability, ancestry, height, weight, domestic partner status, labor organization membership, familial situation, or political affiliation. 10.6 CONFLICT OF INTEREST Consultant herein agrees to adhere to and be governed by all applicable Miami-Dade County Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County Code, as may be amended from time to time; and by the City of Miami Beach Charter and Code, as may be amended from time to time; both of which are incorporated by reference as if fully set forth herein. Consultant covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the Services. Consultant further covenants that in the performance of this Agreement, Consultant 8 shall not employ any person having any such interest. No member of or delegate to the Congress of the United States shall be admitted to any share or part of this Agreement or to any benefits arising therefrom. 10.7 CONSULTANT'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW (A) Consultant shall comply with Florida Public Records law under Chapter 119, Florida Statutes, as may be amended from time to time. (B) The term "public records" shall have the meaning set forth in Section 119.011(12), which means all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business of the City. (C) Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the definition of"Contractor" as defined in Section 119.0701(1)(a), the Consultant shall: (1) Keep and maintain public records required by the City to perform the service; (2) Upon request from the City's custodian of public records, provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes or as otherwise provided by law; (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the contract term and following completion of the Agreement if the Consultant does not transfer the records to the City; (4) Upon completion of the Agreement, transfer, at no cost to the City, all public records in possession of the Consultant or keep and maintain public records required by the City to perform the service. If the Consultant transfers all public records to the City upon completion of the Agreement, the Consultant shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Consultant keeps and maintains public records upon completion of the Agreement, the Consultant shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the City, upon request from the City's custodian of public records, in a format that is compatible with the information technology systems of the City. (D) REQUEST FOR RECORDS; NONCOMPLIANCE. (1) A request to inspect or copy public records relating to the City's contract for services must be made directly to the City. If the City does not possess the requested records, the City shall immediately notify the Consultant of the request, and the Consultant must provide the records to the City or allow the records to be inspected or copied within a reasonable time. (2) Consultant's failure to comply with the City's request for records shall constitute a breach of this Agreement, and the City, at its sole discretion, may: (1) unilaterally terminate the Agreement; (2) avail itself of the remedies set forth under the Agreement; and/or (3) avail itself of any available remedies at law or in equity. (3) A Consultant who fails to provide the public records to the City within a reasonable time may be subject to penalties under s. 119.10. 9 (E) CIVIL ACTION. (1) If a civil action is filed against a Consultant to compel production of public records relating to the City's contract for services, the court shall assess and award against the Consultant the reasonable costs of enforcement, including reasonable attorney fees, if: a. The court determines that the Consultant unlawfully refused to comply with the public records request within a reasonable time; and b. At least 8 business days before filing the action, the plaintiff provided written notice of the public records request, including a statement that the Consultant has not complied with the request, to the City and to the Consultant. (2) A notice complies with subparagraph (1)(b) if it is sent to the City's custodian of public records and to the Consultant at the Consultant's address listed on its contract with the City or to the Consultant's registered agent. Such notices must be sent by common carrier delivery service or by registered, Global Express Guaranteed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which may be in an electronic format. (3) A Consultant who complies with a public records request within 8 business days after the notice is sent is not liable for the reasonable costs of enforcement. (F) IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: CITY OF MIAMI BEACH ATTENTION: RAFAEL E. GRANADO, CITY CLERK 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139 E-MAIL: RAFAELGRANADOMIAMIBEACHFL.GOV PHONE: 305-673-7411 SECTION 11 NOTICES All notices and communications in writing required or permitted hereunder, shall be delivered personally to the representatives of the Consultant and the City listed below or may be mailed by U.S. Certified Mail, return receipt requested, postage prepaid, or by a nationally recognized overnight delivery service. Until changed by notice, in writing, all such notices and communications shall be addressed as follows: TO CONSULTANT: Shirley Vaughn Davey Resource Group, Inc. 1500 North Mantua Street 10 Kent, OH 44240 Shirley.vaughnCc�davey.com TO CITY: Omar Leon, Urban Forester Environment and Sustainability Department 1700 Convention Center Drive Miami Beach, FL 33139 Omarleon(a�miamibeachfl.gov Notice may also be provided to any other address designated by the party to receive notice if such alternate address is provided via U.S. certified mail, return receipt requested, hand delivered, or by overnight delivery. In the event an alternate notice address is properly provided, notice shall be sent to such alternate address in addition to any other address which notice would otherwise be sent, unless other delivery instruction as specifically provided for by the party entitled to notice. Notice shall be deemed given on the date of an acknowledged receipt, or, in all other cases, on the date of receipt or refusal. SECTION 12 MISCELLANEOUS PROVISIONS 12.1 CHANGES AND ADDITIONS This Agreement cannot be modified or amended without the express written consent of the parties. No modification, amendment, or alteration of the terms or conditions contained herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 12.2 SEVERABILITY If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this Agreement shall not be affected and every other term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law. 12.3 ENTIRETY OF AGREEMENT The City and Consultant agree that this is the entire Agreement between the parties. This Agreement supersedes all prior negotiations, correspondence, conversations, agreements or understandings applicable to the matters contained herein, and there are no commitments, agreements or understandings concerning the subject matter of this Agreement that are not contained in this document. Title and paragraph headings are for convenient reference and are not intended to confer any rights or obligations upon the parties to this Agreement. [REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 11 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their appropriate officials, as of the date first entered above. FOR CITY: CITY OF MIAMI BEACH, FLORIDA ATTEST: By: di IA ------------ Cit Clerk ,,,�:tea,; , Mayor Q` % Date: Z' 21 tci I•P• • 1.* El:If�1CORP ORATED j per: � � 4,--,FOR CONSULTANT: -7 '•• .:/Z • ,DAVEY RESOURCE GROUP, INC. .• ATTEST: tut y;, ' j--1/{/k/'\Li 1.-2 A , itd,7 Ala tr SI') \A 40 (6,6k o i_norcnovo-ci Print Name hnd Title to_j,(- 0` Print Name and Title copsokit 6f Pizs(r)65 aug iop an PO+ Date: pC q-5 , J APPROVED AS TO FORM & LANGUAGE & FOR E ECUTION 12 „,__L3is ( -2 - 1 City Attorney/A”1to Exhibit "A" SCOPE OF SERVICES Coordinate with City Staff and an engaged citizenry to develop an Urban Forestry Master Plan (the "Plan") essential to managing the City's trees. The plan should establish a clear set of priorities and objectives, while recognizing the collective ecological, environmental, economic, cultural and social contributions of the City's trees. The Plan will be a guide to aid in the management, maintenance and future planting of trees throughout the City by providing a sustainable and strategic framework. It will contribute to the public and private urban forest, for the benefit of all, through appropriate tree planting, maintenance and reinforcement of the City's ongoing commitment to the protection and planting of trees. Davey Resource Group will produce an Urban Forestry Master Plan in a series of sequential steps that will allow for suitable public input and careful review of the draft and final document. The final plan will be written to be easily understood by the general public, with technical information and methodologies referenced in the appendices. I. Goals, Objectives and Actions The plan should provide a concise and clearly written set of general goals, each of which shall specify recommended objectives and suggested actions that will direct achievement of the goals. Areas to be addressed may include: a. Establishing Urban Tree Canopy coverage goals and timelines by land use category and overall city coverage. b. The organizational structure and staffing responsible for overall inspection and management of public trees. c. Strategies/implementation of recommended changes for the inspection, maintenance, emergency storm response and risk management of the urban forest. d. Incorporation of any recommendations/changes pertaining to mitigation of climate change, flooding and sea level rise. e. Ensure incorporation of recommendations and compatibility of urban forestry related tenants as present within the City Transportation Masterplan, Bicycle Pedestrian Master Plan, Greenway Master Plan, Street Design Guidelines, Stormwater Management Master Plan, Blueways Master Plan, Urban Forestry Division tree preservation, protection, emergency tree removal and installation standards along with any other applicable tree maintenance/tree planting related City standards, Million Trees Miami initiative and Miami Dade County Urban Tree Canopy Assessment(2016). f. Species diversity, native species population and age distribution of the urban forest. g. Implementation of the developed/revised City tree palette and street tree planting plan. h. Implementation of coordination techniques for line clearing and overhead utility conflicts with outside utility companies. i. Implementation of any recommended changes to the City's tree valuation standards. j. Education and promotion of the urban forest, including public participation in urban forest planning, management and voluntary tree plantings through links with non-profit groups and public/private partnerships. k. Achieving cooperation between ownership groups in achieving City-wide urban forestry goals. I. Achieving financial support for the goals and objectives defined in the plan. 13 m. Provision of oversight and responsibility for promoting the plan, achieving its goals, overseeing its progress and updating the plan. II. Appendices The plan shall contain appendices relating to the following: a. A photographic inventory to illustrate issues relating to the urban forest. b. List of plan reviewers. c. Copies of existing City ordinances and policies. d. Copies of relevant ordinances from other urban areas. e. Copies of disaster management plan f. Copies of management standards and BMPs (for tree maintenance, tree installations — including incorporation of latest techniques such as silva-cells and related products, engineered soils, etc.) g. Methodologies for forest resource assessment. h. Reference Sources. i. Glossary of commonly used definitions/standard terms. 14 Introduction Trees are an essential part of everyday life. The trees along streets, in parks, around playgrounds, and in backyards create an inviting environment in which one can live, work, and play. Trees enhance our quality of life by bringing natural elements and wildlife habitats into urban settings. Trees moderate temperatures, reduce air pollution and energy use, improve water quality, and provide benefits to our health and well-being.Additionally,tree care is a hallmark of civic pride. Urban tree management is dynamic and typically comprises activities such as conducting tree inventories, developing and implementing management plans,utilizing annual work plans, and setting budgets. Many communities enact tree and land use planning ordinances and policies and promote tree benefits through public outreach campaigns and events like Arbor Day. This urban forest master planning project is an integral part of the city's comprehensive tree care program. The results of this project will help the City of Miami Beach better understand its urban forest's composition, structure,and tree maintenance needs;plan for short-term and long-term resource allocation; develop risk management strategies; and enable you to promote the economic, environmental, and social benefits its trees provide to the community. Project Approach Davey Resource Group Inc's "DRG" core urban forestry services focus on municipal tree management, including inventorying trees, designing tree management software, mapping and assessing tree canopy cover, and developing urban forest management plans. Communities choose to work with DRG because of our ability to collect and analyze data, bring together partners and stakeholders, identify program strengths and weaknesses, and create management plans that help communities address and meet program goals and objectives. DRG has knowledgeable staff with experience helping communities across the country plan to maintain, manage,and grow their urban forests. The following describes the team of DRG and Calvin Giordano and Associates, Inc. (CGA) project deliverables and methods. Deliverables DRG will produce the following final plan deliverables: 1. Draft Version of the City of Miami Beach Urban Forestry Master Plan-NTE 150 pages with an additional 50 pages in the appendices. 2. City Review Period for the Draft Version of the Urban Forestry Master Plan-NTE 4 weeks. DRG will deliver the Draft Version as an electronic copy on flash drive, in Microsoft Word format, to the City Urban Forester for distribution to city staff for review and comment. The City Urban Forester and city staff will make comments; the city will consolidate comments into one document, providing feedback and recommendations to the consultant/firm for inclusion in the final plan. 3. Final Draft Version of the Urban Forestry Master Plan 15 • DRG will produce the final draft plan based on feedback and recommendations provided by city staff and the City Urban Forester and deliver the final draft plan as an electronic copy on flash drive, in Microsoft Word format,to the City Urban Forester. Project Schedule,Urban Forest Master Plan DRG and CGA Projected Schedule Tirneiine Status Miami Beach, FL UFMP Jan 1,2019 Dec 31,20191 Sign Contract/PO or NTP Issued Jan 1,2019 Jan 1,2019 Upcoming Start-Up Meeting Via Conference Call Jan 3,2019 Jan 7,2019 ( Upcoming Document and Data Gathering,Assessment and Review;GIS Work Jan 8,2019 Mar 1,2019 _ Upcoming Site Visit 1-Staff and Committee Meetings Feb 18,2019 Feb 28,2019 I Upcoming Online Survey Feb 4,2019 Mar 29,2019 Upcoming Matrices/Public Meeting Prep Feb 11,2019 Mar 1,2019 Upcoming Site Visit 2-Neighborhood Meetings March 4,2019 March 14,2019 1 Upcoming Submit Plan Narrative and Recommendations Apr 1,2019 Apr 12,2019 1 Upcoming Discuss and Approve Narrative and Recommendations with City Apr 29,2019 May 3,2019 I Upcoming Plan Writing Apr 29,2019 June 14,2019 Upcoming Site Visit 3- Follow-up Staff Meetings and City-Wide Public Engagement Meeting May 20,2019 Jun 13,2019 Upcoming Submit 1st Draft of UFMP Jun 24,2019 Jul 5,2019 I Upcoming Review Comment Period Jul 8,2019 July 19,2019 / Upcoming Final Plan Submittal Jul 29,2019 Aug 9,2019 1 Upcoming Site Visit 4-Present the final report and findings to the Sustainability and Resiliency Committee Meeting or Neighborhood/Community Affairs Committee Aug 12,2019 Aug 23,2019 Upcoming Site Visit 5-Present the Final Plan to the City Commission Sep 2,2019 Sep 13,2019 I Upcoming 'Dates are approximations based on a Jan.1,2019 fully executed contract. Project schedule is subject to change.' The Progress Payment Breakdown should include quarterly invoices structure and include completed billable segments as follows: • Communication and required presentation and outreach completed within the invoicing quarter. • Invoicing of Data Analysis segment once all items within category is completed. • Invoicing of Operational Review segment once all items within category is completed. • Invoicing of Regulation Review segment once all items within category is completed. • Invoicing of Related Plans,Guidelines,and document review segment once all items within category is completed. • Invoicing of Planting Plan Segment once all items within category is completed Finally,items within the Deliverables segment shall be invoiced as a final invoice and as part of the project closeout.This invoice shall be received no later than September 30th,2019. Add-On, Additional Fee Deliverables 1. Public Version-Shortened graphically rich document designed to highlight the major accomplishments, findings,and recommendations of the full plan 2.Website Version-Custom designed website showcasing the master plan 3. Enhanced Formatting using inDesign or Similar Software-Modem, graphic rich formatting designed specifically for the City of Miami Beach 4.Additional Draft Review Periods 16 Communication Liaisons Shirley Vaughn from DRG will be the liaison and will have weekly contact with the City Urban Forester during development of the draft plan to coordinate and discuss the plan's scope, organization, content, and to report progress. Gianno Feoli from CGA will participate in liaison communications as well. Contact with the City Urban Forester includes telephone and conference calls, e-mails, or in-person meetings. Required Presentations and Outreach Commission Meeting to Present Final Plan—One Meeting Representatives of DRG and/or CGA will attend one (1) public committee/commission to present the final plan to City Commission. Public Engagement Outreach Meetings—Four Meetings Representatives of DRG and/or CGA will attend four (4) public engagement meetings. One (1) meeting will be citywide and one(1)meeting will be held in each of the following three(3)neighborhoods:North Beach,Mid Beach,and South Beach. The public engagement meetings will explain the plan, answer questions, and solicit feedback. It is anticipated that city officials, interested groups, and the public will attend the presentation. The project team will rely on the City of Miami Beach to schedule,advertise,invite,host, and attend the meeting.The city is responsible for all costs to host and advertise the public engagement meeting. DRG will develop meeting handouts and needed maps.During the engagement meetings,the team will: • Define the groups and organizations that have a particular interest in the urban forest and have skills and willingness to assist • Explain existing goals and policies of adopted plans of the city and county that have had an impact on the existing urban forest The public engagement meetings will utilize, as appropriate,information from the GIC including: • Information from meeting with local committees to provide education and solicit input. • Case study of the project suitable for sharing at workshops, with elected and appointed officials and other agencies and stakeholders. Sample Agenda for Meetings which is Subject to Change Site Visit 1 (At the start of the project;2 days) • Attend kick-off meeting with City PM • Perform observational site visits to the various areas throughout the city • Conduct meetings with staff from various departments in the city; meetings to be scheduled by and venue to be provided the city • Attend a meeting with the Sustainability and Resiliency Committee Meeting Site Visit 2 (in the data gathering phase; 3 days) • Mornings: meet with city staff as warranted by plan development. These meetings could involve various departments and will take place each morning over three consecutive days: city to schedule time and venue • Afternoons: Field visits as needed and public engagement meeting prep 17 • Evenings: Perform public engagement and outreach listening meeting each night over three consecutive days; city to schedule time and venue Site Visit 3 (once a draft of the document has been prepared:2 days) • Follow-up meetings with staff from various departments in the city to gather feedback on developed drafts;meetings to be scheduled by and venue to be provided the city • City-wide public engagement meeting to present findings and draft plan Site Visit 4(in preparation for adoption process: 2 days) • Present the final report and findings to the Sustainability and Resiliency Committee Meeting or Neighborhood/Community Affairs Committee to present, assuming one of these committees will need to approve and refer the item for final approval to the City Commission Site Visit 5 (nal adoption: 1 day) On-Line Survey DRG will design an on-line Neighborhood Survey using Survey Monkey or like platform. DRG will prepare the survey, but the city will be responsible for distributing the survey to all participants through the city's e-mail list,list server,and any other contact means available. Add-On, Additional Fee Services 1.Additional Public Meetings Data Analysis Tree Inventory Data Analysis DRG and CGA will use city-provided tree inventory data and Microsoft Excel to assess and graph and chart the number of trees, and the urban forest's diversity, relative age distribution, maintenance needs, risk, condition, and pest and disease vulnerabilities. No new tree inventory data collection will be performed.Inventory data analysis will be performed using data fields that have 100%complete entries or data fields recommended by the city. Existing Urban Tree Canopy Assessment Reporting The team will use Miami Beach's existing urban tree canopy (UTC) assessment data from the Green Infrastructure Center(GIC)and the ULI report and Harvard study, as appropriate,to report on: • The extent of canopy coverage for the incorporated areas of the city • Canopy gaps • Tree canopy coverage by parcel • Tree canopy cover by zoning or land use such as residential,commercial,multifamily,etc. • Tree canopy cover by neighborhood boundaries • Tree canopy cover by watershed • Stormwater benefits • Threats and climate change • Potential planting areas DRG and CGA do not intend to run additional GIS analysis; we will use the provided GIC information and ULI and Harvard study,as appropriate,to describe current conditions and future opportunities. 18 New Analyses DRG will use the city provided GIC,ULI, and Harvard study GIS data files to complete an assessment of urban heat island effects and street tree stocking level and sidewalk canopy coverage. Historical citywide tree canopy cover percentages will be estimated using i-Tree Canopy. Urban Heat Island Effect DRG will use the city's existing UTC assessment data and Landsat 8 multispectral imagery running a new analysis to model surface temperatures and estimate urban heat island effects. Surface temperatures will be analyzed to determine how/if tree canopy is reducing heat islands and also to identify potential locations where trees can be added to reduce heat stress. Street Tree Stocking Level and Sidewalk Canopy Coverage DRG will use the tree canopy data layers and GIC planting space layer,along with the tree inventory data, to complete a new GIS analysis to assess street tree stocking levels and sidewalk canopy coverage. To understand street tree stocking levels, we will use the tree inventory data, the tree canopy study (tree canopy cover by land use or zoning), and information learned from the city about desired tree density to identify three (3) levels (high, medium, and low) of street tree stocking. Streets that are highly stocked will meet a density threshold determined by the city. Likewise, the city will help the team determine medium and low stocking thresholds as well. We anticipate that stocking level thresholds will change based on land use or zoning. To understand how much tree canopy covers sidewalks, we will use the tree canopy layer and street centerline file. We will buffer a distance around the street centerlines to capture the sidewalk area. Canopy percent will be estimated using the newly created"boundary"layer. The results of both the street tree stocking level and sidewalk canopy coverage studies will include a write-up in the final plan with tables, graphs, charts, and maps as appropriate. Raw data analysis documents deliverables may be in the form of spreadsheets, shapefiles,and PDFs,where applicable. Historical Overview of Tree Canopy To assess changes in city-wide tree canopy cover, DRG will compare the percent of tree canopy found based on 2017 one-meter NAIP imagery to older aerial imagery provided by the city.DRG will use i-Tree Canopy to capture change in the city-wide tree canopy cover percent for up to three(3) different periods. The city shall be responsible for providing all necessary historical imagery in order to complete this comparison. i-Tree Canopy uses a point sampling method that captures change on a percent basis and only citywide. i-Tree Canopy cannot be used to assess change on other scales such as neighborhoods or land use. Analysis Deliverables • Surface temperature raster layer • Point sampling shapefiles for three(3)years of data sampled for historical change analysis Operational Review DRG and CGA will meet with the City Urban Forester and additional city staff (Greenspace Management, Planning Department, Public Works, and CIP, etc.) to discuss current practices and tree maintenance issues. We will catalog and identify recurrent issues, while also noting points of contention between staff and the public. GIC deliverables will be utilized for tree canopy goal setting and stormwater related items. The operational review will provide an understanding of current conditions and allow the 19 planning team to develop goals, objectives, and actions that will help the city advance its current urban forestry operating procedures in a cohesive direction towards desired outcomes identified during the planning process.During the operational review,the team will discuss and address the following: • Management structure responsible for city urban forestry: Private; State; County; City (FDOT, Miami Dade County,Urban Forestry Division,Greenspace Management Division,etc.) • Staffmg, skills, and program resources available for individual departments: staffing level skills and qualifications of employees;tree maintenance equipment;tree management technology • State and Federal resources available to help manage the city's urban forest • Existing budget,available funding for urban forestry • List of future grant opportunities • Tree canopy goals • Ownership responsibility, management, organization, and practice within the city departments (Public Works; CIP; Planning; Environment and Sustainability; Parks and Recreation) including: Tree Inventory and Data, Tree Hazard/Risk Assessment Inspections, Nuisance Tree Response, Emergency Storm Response,Disease Diagnosis,Tree Maintenance Work,and Reforestation/Tree Planting Regulation Review The team of DRG and CGA will assess and evaluate the effectiveness of city ordinances, policies, and procedures affecting the urban forest including: • Requirements for preserving existing tree canopy • Tree protection standards for development sites and city projects • Reforestation standards and procedures for private and public development projects • Permitting for planting tree projects within the public right-of-way • Protection of Commemorative and Heritage Trees • Ownership and responsibility for tree care within the public right-of-way • Fines,penalties,and corrective actions for illegal tree removal,tree abuse,and tree preservation code violations • General care,maintenance,and management of the urban forest on private and other public lands (FDOT,Miami Dade County, etc.) • GIC Codes and Ordinance Audit for urban trees to facilitate better management and care • GIC's model ordinance language or other program/policy documents for using trees to meet stormwater regulations • GIC's written step-by-step strategy and methodology for linking urban forest systems to urban MS4 requirements for the city The team will review the documents and create a matrix that indicates whether the regulation has a positive impact on urban forestry or whether it negatively affects trees.We suspect that ranking will range from Poor,Fair,Good, or Excellent,or perhaps on a scale from 1 to 5. Related Plan, Guideline, and Document Review DRG and CGA will complete a thorough review, evaluation, and potential incorporation of the major tenants present in the following city plans and provide regulatory alternatives discussed and comparison made with other cities with similar regional and demographic characteristics. • Transportation Master Plan 20 • Bicycle Pedestrian Master Plan • Greenway Master Plan • Street Design Guidelines • Stormwater Management Master Plan • Blueways Master Plan • Urban Forestry Division tree preservation,protection, emergency tree removal,and installation standards along with any other applicable tree maintenance/tree planting related city standards • Million Trees Miami initiative and Miami Dade County Urban Tree Canopy Assessment(2016) • GIC's written process/procedure for integrating trees into the city's stormwater management strategy • Harvard study • ULI report The team will review the documents and create a matrix that indicates whether the plan has a positive impact on urban forestry or whether it negatively affects trees.We suspect that ranking will range from Poor,Fair, Good,or Excellent,or perhaps on a scale from 1 to 5. Planting Plan Urban Tree Planting Toolbox • Develop a `toolbox' of principles and guidelines to assist in the selection of trees given different typological scenarios • `Toolbox' will be aimed at helping communicate to other city departments on important considerations when designing around or impacting trees throughout the city • Will be structured around a series of objectives Neighborhood Theming • Recommend tree palette and street tree planting strategy that will increase species diversity, use of Florida native tree species, and high salt-tolerance species will be developed • The palette will be in Excel+ spreadsheet format and be a list of trees species with symbols indicating salt tolerance, hardiness zone, drought resistance, flood tolerance, tree height, canopy spread, and other relevant dimensional criteria • Guidelines for street by street planting will be in the form of a flow chart that is based on site environmental factors, street type, species diversity, flood zone, growth space, overhead utility information (if available), and soil. The flow chart will guide species selection based on street type and site factors and correspond with the species options in the Tree Palette • Up to three (3) total schematic illustrative diagrams may be provided; city to determine focus areas for scenario study vignettes. It is envisioned that one vignette will be developed for each of the three overall areas of the city(South,Mid,and North Beach,respectively). Planting Type Methodology • Develop standards for planting urban trees given their various situations. These will be prepared in two versions: o Standard scenarios—scenarios based on typical existing conditions 21 o SLR-response scenarios — scenarios based on city-initiatives for raising roads and infrastructure impact as a result of responding to Sea Level Rise. The city will provide all standard strategies for detailing the raising of roads and how harmonization with adjacent/abutting properties are being addressed (these shall be provided in digital, CAD dwg format). The development of the SLR scenarios will seek to amend those details to provide strategies for planting future trees that will not be negatively impacted by these forthcoming SLR improvements. • The situations around which these will be developed shall be limited to: o Planting trees within ample soil areas o Planting urban trees in highly urbanized conditions with the use of structural soils o Planting urban trees in highly urbanized conditions with the use of soil suspension cells o Planting urban trees in highly urbanized conditions with the use of structural soils o Planting urban trees in highly urbanized conditions with the use of soil suspension cells o Planting trees in sand,beach areas o Planting urban trees in swale areas Add-On, Additional Fee Services for Planting Type Methodology 1.Additional planting methodology standards may be provided as an amendment to the contract's scope of work and for additional fees.These could include standards applicable to: a.Multi-family buildings b. Commercial streets c. Others Schematic Planting Plans • Develop schematic planting plans for three street segments, to be determined by the city. As a schematic phase plan, the intent is not to generate plans to serve for construction purposes; instead, the purpose of these is to serve as a basis for design direction to be provided in a future, forth-coming Request for Qualifications for the development of biddable plans to be developed by others. The goal for the schematic phase plan for these three street segments is solely to show a before-and-after of a potential design that may be implemented in those corridors, with a potential planting palette and a basic, schematic plan view rendering with general call-outs. Planting specifics (quantities, placement, specifications, sizes, species, etc.) are not included as a part of the schematic plan. Schematic planting plans will also be based on high-resolution aerial photography,not surveyed information. • Each street segment shall be defined as one (1) continuous stretch of roadway not exceeding 1,000 linear feet • Selected street segments will be: o Street Segment 1:Pine Tree Drive, limits to be determined by the city o Street Segment 2:To be determined by the city o Street Segment 3:To be determined by the city Final Master Plan Contents Introduction - 3 Pages • The introduction will describe the importance of a sustainable urban forest to the City of Miami Beach(public engagement meetings and the review of Miami Beach's history) 22 • It will include a discussion of the urban forest as `green infrastructure' (research and document review) • The introduction will talk about the environmental benefits provided by the urban forest (Information gained through review of the GIC information provided by the city) • The introduction will also address threats to the urban forest from climate change (research, ULI and Harvard study,and on-site meetings with city staff and the public engagement meetings) Summary of the Urban Forestry Master Plan - 12 Pages • The summary will be a synopsis of the important findings of the plan, including goals and recommended objectives and actions(outcome of planning process) • The summary will also discuss integration of the Urban Forestry Master Plan with the city's CIP Program,Parks&Recreation long-term plans,and Stormwater Management Master Plan(related plan,document,and guideline review and staff interviews) Resource Assessment Section - 50 Pages This section will discuss the fmding of the assessments reviewed or completed during the planning process,including: • The history of Miami's Beach urban forest, including pre-urban land uses (internet search and from historical information obtained from the city. Old photographs may be viewed by the team with conclusions drawn based on visual observation only). • Urban tree canopy assessment fmdings (GIC grant deliverables will be combed for relevant information and presented in this section) • Tree inventory data analysis findings • Stormwater tree benefits (GIC grant deliverables will be combed for relevant information and presented in this section) The above sections, in appropriate places,may discuss the nature of the urban forest in the City of Miami Beach in quantitative and qualitative terms with regard to: • The urban forest canopy • Street tree levels and planting projects • Urban forest management • Tree planting Community Vision and Community Resource Assessment Section - 5 Pages • In this section, we will define who the community stakeholders are for the urban forest and document the public outreach process. We will summarize the input received from the four (4) public engagement meetings including the findings on the following topics: • Importance of urban forestry and desired functions of the urban forest • Views and attitudes of the citizens and interested groups regarding the urban forest and, in particular,the desired functions it should provide • How climate change, including sea level rise, extreme heat, and severe storms, impact the urban forest • Tree canopy goals Threats to Sustainability Section - 20 Pages 23 This section will note particular problems in providing a sustainable tree cover. Areas to be considered may include: • Tree-infrastructure conflicts • Loss of tree canopy through hyper development • Challenges encountered due to climate change • Flooding and sea level rise Other items of concern found through the planning process will be added to this section.The information for this section will be obtained through resource assessments findings and meetings. Goals, Objectives and Actions — 40 pages The plan will provide concise and clearly written set of general goals, each of which shall specify recommended objectives and suggested actions that will direct achievement of the goals.The plan will be limited to 10 goals. This section will be developed based on the implementation of best management practices to improving current operating procedures and conditions to reach desired outcomes. Staff, stakeholder, and public input, resource assessment, operational review, regulation review, plan, document, and guidelines review, and the City of Miami Beach's unique character and industry standards, will guide recommendations in this section. Areas to be addressed will be based on the finding of the planning process but may include: • Urban Tree Canopy coverage goals and timelines by land use category and overall city coverage • Organizational structure and staffing responsible for overall inspection and management of public trees • Incorporation of any recommendations/changes pertaining to mitigation of climate change, flooding, and sea level rise • Ensuring the incorporation of recommendations and compatibility of urban forestry related tenants as present within the City Transportation Masterplan, Bicycle Pedestrian Master Plan, Greenway Master Plan, Street Design Guidelines, Stormwater Management Master Plan, Blueways Master Plan, Urban Forestry Division tree preservation, protection, emergency tree removal,and installation standards along with any other applicable tree maintenance/tree planting related city standards, Million Trees Miami initiative, and Miami Dade County Urban Tree Canopy Assessment(2016) • Education and promotion of the urban forest, including public participation in urban forest planning, management, and voluntary tree plantings through links with non-profit groups and public/private partnerships • Achieving cooperation between ownership groups in achieving city-wide urban forestry goals • Recommending financial support for the goals and objectives defined in the plan • Provision of oversight and responsibility for promoting the plan, achieving its goals, overseeing its progress,and updating the plan Planting Plan — 20 Pages • Urban Tree Planting Toolbox • Neighborhood Theming • Planting Type Methodology • Schematic Planting Plans Appendix — 50 Pages The appendix will include the following information: • A photographic inventory illustrating issues relating to the urban forest 24 • List of plan reviewers • Links to existing city ordinances and policies • Links to relevant ordinances from other urban areas(limited to 3) • Links City of Miami Beach's disaster management plan • ANSI A300 Part 9 Standards and relevant ISA BMPS • Methodologies for forest resource assessment • Reference/sources •Glossary of commonly used definitions/standard terms 25 Investment DRG CGA Task Subtotal Hours Rate Expenses Subtotal Hours Rate Subtotal Communication Communication Project Update Meetings/Management 46 $ 95 5 4,370 35 $ 130 $ 4,550 $ 8,920 Required Presentations and Outreach One(1)Public Commission Meeting 20 $ 125 S 750 S 3,250 4 S 130 5 520 Required Presentations and Four(4)Public Engagement Meetings 80 5 125 $ 3,450 5 13,450 22 $ 130 5 2,860 Outreach Online Survey 50 $ 95 S 4,750 $ 24,830 Data Analysis Data Analysis Tree Inventory Analysis 24 $ 95 5 650 $ 2,930 $ 7,990 UTC Reporting 4 $ 95 $ 380 Heat Island Effect 24 $ 65 5 1,560 Street Tree Stocking Level and Sidewalk Canopy 24 $ 65 $ 1,560 Coverage Historical Overview of Tree Canopy(3 years) 24 $ 65 5 1,560 Op.Review 'Operational Review 40 5 95 S 3,800 10 $ 130 5 1,300 $ 5,100 Reg.Review 'Regulation Review 20 $ 130 5 2,600 5 2,600 Plan,Etc.Review (Related Plan,Guideline,and Document Review 8 5 95 $ 760 16 $ 130 $ 2,080 $ 2,840 Planting Plan Planting Plan Urban Tree Planting Toolbox 35 5 130 $ 4,550 $ 24,830 Neighborhood Theming 24 $ 130 $ 3,120 Planting Type Methodology 50 $ 130 $ 7,280 Schematic Planting Plans 76 5 130 $ 9,880 Deliverables Deliverables Draft Verison of Plan:NTE 150 pages 126 $ 95 $ 11,970 32 5 130 5 4,160 5 20,870 Review Period:NTE 4 Weeks 12 $ 95 $ 1,140 12 $ 130 $ 1,560 Final Draft 16 $ 95 $ 1,520 4 $ 130 $ 520 Investment (Continued) 26 DRG CGA Task Subtotal Appendices:NTE50-pagesHours Rate Expenses Subtotal Hours Rate Subtotal Appu'rdices A photographic inventory illustrating issues relating to 10 $ 130 $ 1300 the urban forest 5 6.420 List of plan reviewers 1 $ 95 $ ^_, Links to existing city ordinances and policies ,• •_,r, s 5 130 33 1c') Links to relevant ordinances from other urban areas 2 $ 95 $ "090 (limited to 3) - b $ 130 $ 780 Links City of Miami Beach's disaster management plan 0 'gyp ANSI A300 Standards and Relevant ISA BMPs 3 $ 95 $ 200 $ 485 Methodologies for forest resource assessment 3 $ 95 $ 285 4 $ 130 $ 520 Reference/sources 3 S 95 $ 285 4 S 130 S 520 Glossary of commonly used definitions/standard terms 3 $ 95 $ 400 4 $ 130 $ 520 TOTAL DRG $ 54,740 CGA $ 49,660 $ 104,400 Add-Ons Public Version 16 $ 95 $ 1,520 60 $ 130 $ 7,800 $ 11,920 Website 32 $ 95 $ 3,040 80 $ 130 5 10,400 $ 13,440 Draft Review Periods 12 $ 95 $ 1,140 12 $ 130 $ 1,560 $ 2,700 Each Public Meeting/Each 20 $ 125 $ 750 $ 2,625 10 $ 130 $ 1,300 $ 3,925 Each i-Tree ECO Analysis 32 $ 95 S 3,040 `54 :*.• 1 $ 3,040 GIS Historical UTC Assessment Data Layer 92 $ 65 S 5,980 t. $ 5,980 Planting Methodology Standards for Multi-Family Resi 30 $ 130 $ 3,900 Each or 3 for Commerical(each) \1 :•�.•, $ 3,900 $11,700 27 Limited Warranty The Davey Tree Expert Company, its divisions, agents, representatives, operations, and subsidiaries (collectively"Davey")provides this Limited Warranty as a condition of providing the services outlined in the agreement between the parties, including any bids, orders, contracts, or understandings between the parties(collectively the"Services"). Davey provides the Services utilizing applicable standard industry practices and based on the facts and conditions known at the point in time the Services are performed. Facts and conditions related to the subject of the Services may change over time. Davey cannot predict or determine developments concerning the subject of the Services and will not be liable for any developments, changes, or conditions that occur, including, but not limited to, decay or damage by the elements,persons or implements, insect infestation, deterioration, conditions not discoverable using the means and methods used to perform the Services,or acts of God or nature or otherwise.If a visual inspection is utilized,visual inspection does not include aerial or subterranean inspection,testing, or analysis.Davey will not be liable for the discovery or identification of non-visually observable, latent, dormant, or hidden conditions or hazards, and does not guarantee that items will be healthy or safe under all circumstances or for a specified period of time, or that remedial treatments will remedy a defect or condition. Davey may have reviewed publicly available or other third-party records or conducted interviews,and has assumed the genuineness of such documents and statements. Davey disclaims any liability for errors, omissions, or inaccuracies resulting from or contained in any information obtained from any third-party or publicly available source. To the extent permitted by law, Davey does not make and expressly disclaims any warranties or representations of any kind, express or implied, with respect to completeness, accuracy, or current nature of the information contained in the Services or the reports or findings resulting therefrom beyond that expressly contracted for by Davey in the agreements between the parties, including but not limited to, performing diagnosis or identifying hazards or conditions not within the scope of the Services or not readily discoverable using applicable standard industry practices.Davey disclaims any warranty of fitness for any particular purpose.Davey's warranty is limited to one year from the date Services are performed. Davey's liability for any claim, damage, or loss, whether direct, indirect, special, consequential, or otherwise, caused by or related to the Services shall be limited to the Services expressly contracted to be performed by Davey. F:ATTO/TORG/Agreements/Professional Services Agreement 2017 modified 12-19-2017 28 ATTACHMENT A RESOLUTION COMMISSION ITEMS AND COMMISSION MEMORANDUM RESOLUTION NO. 2018-30388 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS NO. 2018-187-WG, FOR URBAN FORESTRY MASTER PLAN DEVELOPMENT; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH DAVEY RESOURCE GROUP, INC., AS THE TOP RANKED PROPOSER; FURTHER, IF THE ADMINISTRATION IS NOT SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH DAVEY RESOURCE GROUP, INC.; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH E SCIENCES, INC., AS THE SECOND RANKED PROPOSER; FURTHER, IF THE ADMINISTRATION IS NOT SUCESSFUL IN NEGOTIATING AN AGREEMENT WITH E SCIENCES, INC.; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH PLAN-IT GEO, LLC, AS THE THIRD RANKED PROPOSER; AND, FINALLY AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. WHEREAS, on April 12, 2018, the Mayor and City Commission authorized the issuance of Request for Qualifications (RFQ) 2018-187-WG for Urban Forestry Master Plan Development; and WHEREAS, RFQ responses were due and received on June 11, 2018; and WHEREAS, the City received proposals from the following three (3) firms: Davey Resources Group, Inc., E Sciences, Inc, and Plan-It Geo, LLC; and WHEREAS, an Evaluation Committee appointed by the City Manager pursuant to LTC# 264-2018, convened on July 2, 2018, to consider the responsive proposals received; and WHEREAS, the Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance and the Government Sunshine Law; and WHEREAS, the Committee was also provided with general information on the scope of services and a copy of each proposal; and WHEREAS, the Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ; and WHEREAS, the evaluation process resulted in the ranking of proposers as follows: Davey Resources Group, Inc., as the top ranked proposer; E Sciences, Inc, as the second ranked proposer; and Plan-It Geo, LLC, as the third ranked proposer; and WHEREAS, after reviewing all of the submissions and the Evaluation Committee's rankings and commentary, the City Manager exercised his due diligence and concurs with the Evaluation Committee and finds Davey Resource Group, Inc. to be the best qualified firm for the project; and 1 NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby accept the recommendation of the City Manager, pursuant to Request for Qualifications No 2018-187-WG, for Urban Forestry Master Plan Development; authorize the Administration to enter into negotiations with E Sciences, Inc., as the second ranked proposer; and if unsuccessful in negotiating an agreement with E Sciences, Inc.; authorize the Administration to enter into negotiations with Plant-it Geo, LLC, as the third ranked proposer; and finally authorize the Mayor and City Clerk to execute an agreement upon conclusion of successful negotiations. PASSED AND ADOPTED this g S day of /N I 2018. ATTEST: i Dan Gelber, Mayor 7-4( APPROVED AS TO Rafael E. Granay(6/7/E______ , City Clerk FORM & LANGUAGE & FOR EXECUTION `� ,, S t ?/6///f/ ti �. . l..',,�j� Ity Attorney /17 Date 1NCORP ORATED K:4:...,1'..........„1" ... 1,N4 i T_\AGENDA120,807 July\Procurement\RFQ 2018-187-WO Urban Forestry Master Ptan1RFQ2018-187-WG Reso.doc Resolutions - C7 D MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Jimmy L. Morales, City Manager DATE: July 25, 2018 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. 2018- 187-WG, URBAN FORESTRY MASTER PLAN DEVELOPMENT. RECOMMENDATION. Adopt the Resolution. ANALYSIS The City of Miami Beach is a barrier island, whose geographical location and low-lying topography makes it extremely vulnerable to flooding from storms and rising sea levels. To reduce its vulnerability, in 2014 the City embarked in an aggressive sea rise level adaptation program. This program involves substantial reconstruction of its neighborhoods to upgrade aging infrastructure, install pumped drainage, raise roads, elevate seawalls, and other improvements that redefine the urban and natural landscape. Miami Beach is extremely urbanized so there is very limited space to add trees. Furthermore, the average life of a tree in Miami Beach has been estimated at 8 years due to the challenges of its urban environment. The City wants to develop an Urban Forestry Master Plan to ensure its vision that trees are a key feature of all its neighborhoods and the right tree is planted in the right place today, while considering the future adaptation efforts and changes in the urban landscape. The Plan will be used by Homeowners, landscape providers, neighborhood associations, urban planners, engineers and property owners. The development of an Urban Forestry Master Plan is essential to managing our City's urban forest. A management plan should establish a clear set of priorities and objectives, while recognizing the collective ecological, environmental, economic, cultural and social contributions of the City's trees. The Urban Forestry Master Plan will be a guide to aid in the management, maintenance and future planting of trees throughout the City by providing a sustainable and strategic framework. Trees are essential in the development of livable cities and a growing asset to our city's green infrastructure. As such this plan will contribute to the public and private urban forest, for the benefit of all, through appropriate tree planting, maintenance and reinforcement of the City's ongoing commitment to the protection and planting of trees. The Environment and Sustainability Department estimates the budget for this project to be $90,000.00. The work upon which this is based was funded in whole or in part through a sub- Page 305 of 1464 recipient grant awarded by the USDA Forest Service through the Florida Department of Agriculture and Consumer Services. RFQ PROCESS On April 12, 2018, the Mayor and City Commission authorized the issuance of Request for Qualifications (RFQ) 2018-187-WG for Urban Forestry Master Plan Development. RFQ responses were due and received on June 11, 2018. The Procurement Department issued solicitation notices to 388 firms utilizing publicpurchase.com. 69 prospective proposers accessed the advertised solicitation. The City received proposals from the following three (3)firms: Davey Resources Group, Inc., E Sciences, Inc, and Plan-It Geo, LLC. The Evaluation Committee appointed by the City Manager pursuant to LTC#264-2018 convened on July 2, 2018, to consider the responsive proposals received. The Committee comprised of Michael Atkin, Superintendent, Greenspace Division, Public Works Department, City of Miami Beach, Parvesh Deonarinesingh, Civil Engineer I, Public Works Department, City of Miami Beach, Omar Leon, Urban Forester, Environment and Sustainability Department, City of Miami Beach, Enrique Nunez, Senior Planner, Planning Department, City of Miami Beach and Justin Velez, Resident. The Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance and the Government Sunshine Law. The Committee was also provided with general information on the scope of services and a copy of each proposal. The Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ. The evaluation process resulted in the ranking of proposers as indicated in Attachment A. A brief description of each proposer, as provided in their response to the RFQ, follows. Davey Resource Group, Inc, (DRG) DRG provides a full range of natural resource and utility consulting services to the commercial, residential, municipal and governmental markets. The firm offers turn-key consulting solutions for managing the natural environment and trees, from navigating wetland and stream permitting to understanding what is required to plan and efficiently manage a healthy, safe and sustainable tree population. ESciences. Inc. The services provided by E Sciences, Inc. extend beyond urban forestry and have been providing professional consulting services for Miami Beach since 2011. E Sciences utilizes GIS, remote sensing and its own in-house drone to enhance field observations and provide new insights into the urban forest. Using programs such as ESRI's ArcMap and iTree, tools such as Eco, Landscape and Canopy, E Sciences has measured and evaluated tree canopy at the city and county level. Plan-It Geo. LLC Plan-It Geo provides the full suite of urban forestry services ranging from tree inventories, risk assessments, and ecosystem benefits analyses, to local and regional urban tree canopy assessments, subscription and custom tree management and canopy planning software, planting plans, canopy action plans, urban forest management/master plans, and stakeholder/public engagement workshops. Plan-It Geo has expanded their experience and expertise by partnering with Urban Canopy Works and Earth Advisors, Inc. for the project. This team offers more than 125 years of successful practice in the urban forestry and arboricultural industries. CONCLUSION Page 306 of 1464 After reviewing all of the submissions and the Evaluation Committee's rankings and commentary, I concur with the Evaluation Committee and find Davey Resource Group, Inc. to be the best qualified firm for the project. Davey Resource Group, Inc. offered strong qualifications in the area of present tree canopy preservation and improving storm water quality. Additionally, its experience and detailed approach demonstrated its ability to carry out the City's goal of developing an urban forestry master plan. For the reasons stated herein, I recommend that the Mayor and City Commission approve the Resolution authorizing the Administration to enter into negotiations with Davey Resource Group, Inc., as the top ranked proposer; and if unsuccessful in negotiating an agreement with Davey Resource Group, Inc.; authorizing the Administration to enter into negotiations with E Sciences, Inc., as the second ranked proposer; and if unsuccessful in negotiating an agreement with E Sciences, Inc.; authorizing the Administration to enter into negotiations with Plant-it Geo, LLC, as the third ranked proposer; and further authorizing the Mayor and City Clerk to execute an agreement upon conclusion of successful negotiations. FINANCIAL INFORMATION Grant Funding will not be utilized for this project. Legislative Tracking Environment and Sustainability/Procurement ATTACHMENTS: Description D Attachment A o Form Approved Resolution Page 307 of 1464 ATTACHMENT A RFO 2O18-1874O WIGAN FORESTRY MASTER PLAN DEVELOPMENT 89Wa1 Atkin F YYMIsa £ C9iflwn &uMw Non. Amin*Veles g YCI low AOyROip a " T L: Dvaiiatiot Qua...tivt. 9999/ Qta9atiao QaaBtalbat ''i . 018110191 bluallbulba QuYo446M Subto49 QWOh1M Quantlhlhv Subtotal i OwWWR Cwmitatio Subtotal OaVar Rbpau Clew,too. 90 0 90 1 92 0 92 1 94 D _ 95 1 93 0 95 2 88 n 96 1 8 1 k Salvo.,Inc. T 82 0 82 3 89 0 89 2 94 2 94 1 98 0 N I 80 0 80 3 ' 11 2 PW W Goo,LC 86 0 98 2 84 0 94 3 88 2_ 88 3 80 0 80 3 80 0 80 2 13 3 Total Quanota9r) Prop... VW easPoInb (V.wan's) Davey Resource(Yotp.b.. 0 0 0 D 0 0 Page 308 of 1464 ATTACHMENT B INVITATION TO BID (RFQ) AND ADDENDUMS M1AMIBEACH City of Miami Beach,1755 Meridian Avenue,3`d Floor, Miami Beach,Florida 33139,www.miamibeachfl.gov PROCUREMENT DEPARTMENT Tel:305-673-7490. ADDENDUM NO. 3 RFQ 2018-187-WG URBAN FORESTRY MASTER PLAN June 4, 2018 • This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following particulars only. I. ATTACHMENTS Exhibit A- City of Miami Beach Sustainability Plan II. ANSWERS TO QUESTIONS RECEIVED Q1) It was stated on the Q&A phone call that there was a UTC done using imagery from 2014. Normally we recommend UTCs be updated every 10 years or so. What is the thought behind updating the UTC this soon? Is there a specific reason or impetus for this? Just getting a better idea of what's going on locally so we can provide best recommendations. Al) The purpose of the RFQ is to select the best qualified (as determined by the City) consultant for the project. Responses pursuant to the RFQ are not to include scope. Rather, as required per the RFQ, proposers are to submit their qualifications as indicated in Section 0300 (p. 13 — 14). After selection the City and the selected consultant will negotiate scope,terms, and cost. Q2) It was also stated on the call that there is a full public tree inventory in existence currently. When was it done, is it current (regularly updated) and does it include vacant planting sites (regularly updated)? What tree and site attributes were collected?What (if any) software program is the data stored and updated in? A2) The City's GIS inventory was completed on September 2014 and is updated quarterly but does not presently include vacant planting sites. Tree and attributes collected were: tree species, DBH, condition, observations, maintenance requirements, location, and planting space type. The data is stored and updated in OpenTreeMap software program. Q3) The RFQ mentioned the desire for establishing stocking levels, but also sidewalk canopy coverage. Which is preferred? A3) Please refer to response to Question#1 above. • Q4) Does the city expect a planting plan with species assigned to each street or an overall GIS layer citing planting areas of highest to lowest priorities? A4) Please refer to response to Question#1 above. 1 Q5) Does the City perform tree maintenance with only in-house staff, only contractors, or a combination of both? A5) A combination of both in-house staff and contractors perform tree maintenance. Residential right-of-ways are maintained by the adjacent property owner(s). Q6) In the RFQ Scope of Work section V.b. (Analysis, Development and Discussion, page 30), the 2010 Sustainability Plan for the City was not mentioned. Is this Sustainability Plan being updated and will the 2010 (or update) be included for thorough review, evaluation, and potential incorporation to the Urban Forest Master Plan? A6) Please refer to the attached Exhibit "A" City of Miami Beach Sustainability Plan. Q7) In Appendix A, page 19 #6 of the RFQ it states that the Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, what is the required statement and procedure to indicate that the Proposer will adopt the City of Miami Beach Code of Ethics available at https://www.miamibeachfl.gov/city- hall/procurement/? A7) A statement acknowledging that the firm will adopt the City of Miami Beach Code of Ethics will suffice. 08) Page 23 of the RFQ, Proposer Certification, do we need a State of Florida Notary Public? A8) Notarization from another state is acceptable. • Any questions regarding this Addendum should be submitted in writing to the Procurement Management Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a�miamibeachfl.dov. Procurement Contact: Telephone: Email: William Garviso 305-673-7000, ext. 6650 WilliamGarviso@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. , AI-► D- 's Pr.curement Director 2 EXHIBIT A City of Miami Beach Sustainability Plan } 3 SUSTAINABILITY PLAN ENERGY ECONOMIC ZONE WORK PLAN ... 7 Y fia" ;',:,1 ';',:'....:...'.: � . ..,-,•"••.,••••,14.,,� ' ,,a, e -.'"7,. a .- : ---a . tee. a a &. .-. " ,... _ J`a'i . x �. v}>> ' +. .s�. k 4 -1"..,. {!��111L1 4dt gam" .} x{6'4 _-!9`, s3 ' £X • a, 2�, N �'p F �kIkeae p2 ,�` X34' ady ":Z,:. l'`,,,-- y+ "c s`..,.' t «.. -- „:- - c itta�4e y. S 4_.T*S 4'►9 ems”' • _ -:••••,r ,-.--om . E ` •. a "r d • ,fir�> . I GREEN CITY.! MIAMIBEACH • TABLE OF CONTENTS Executive Summary 2 Background 3 Sustainability Plan Development Process 5 Guiding Principles 5 CITY PLAN: Program Areas, Indicators, Target, Initiatives 6 Assessing & Reporting Progress 7 Green Building & Housing 8 Solid Waste Management 9 Water Conservation & Quality 10 Energy Conservation 12 Alternative Transportation 12 Natural Resource & Ecosystem Management 14 Community Outreach & Participation 16 Green Procurement 17 Economic Development & Planning 18 Air Quality & Climate Change 19 Sustainability Committee Work Plan 20 Glossary 22 Acronyms 24 References 24 Notes 25 1 EXECUTIVE SUMMARY Sustainability is a term that refers to the extent that a system in its current state will be able to meet the economic, environmental, and social needs of future generations. Sustainability plans for municipalities are guiding documents designed to help a community plan and act more sustainably by providing structure to its long-term and short-term resource management and policy decisions. Many municipalities throughout the country and the world have developed sustainability plans for their communities. Other communities have developed a specific component of a sustainability plan that is focused primarily on lowering greenhouse gas (GHG) emissions,often called climate action plans. The purpose of the Miami Beach Sustainability Plan is to improve resources, prevent harm to the natural environment, protect human health, and benefit the social, economic, and environmental well-being of the community for present and future generations. In addition, the plan also functions as the work plan for the city's participation in the Energy Economic Zone(EEZ) Pilot Program,which is an economic development program administered by the Florida Department of Community Affairs. The plan fuses guiding principles,program areas,goals,indicators,targets and initiatives into a cohesive living document.The plan assists the City administration to accomplish its Key Intended Outcome (KIO) of enhancing environmental sustainability and also guides the Sustainability Committee in its mission.The plan's development process will include the establishment of baselines for indicators and targets in order to measure change over time. The adoption and implementation of a sustainability plan will provide both short-term and long-term benefits to government operations and the community. Short-term benefits include decreased energy costs; improved alternative transportation and mobility; increased diverted solid waste diverted from the landfill; improved urban forest and local air quality; and increased environmental awareness and stewardship. Long-term benefits are numerous and include reducing the city's carbon footprint; reducing potential risks and costs from environmental impacts; preserving natural resources and maintaining a high quality of life for residents and visitors; and reinforcing the City of Miami Beach as a world-class city by preserving its resources for the future. 2 BACKGROUND The physical, economic, environmental and social aspects of our Civil Work Programs," that provides guidance for incorporating communities are in a constant state of change. Recent research the direct and indirect physical aspects of projected future sea- points to scientific consensus on potential changes to our local level change in managing, planning, engineering, designing, environment related to global climate change. The changes may constructing, operating, and maintaining USACE projects. All affect the following: sea-level, temperature and precipitation, salt civil work programs performed by the USACE impacting coastal water intrusion, risk of flooding, beach erosion, storm frequency and estuarine zones will now consider sensitivity to sea-level and/or intensity, urban heat waves, and human health impacts. change relative to human health and safety, economic costs and Federal, state and local governments have already begun benefits, environmental impacts, and other social effects. planning for these potential changes. The City of Miami Beach may be especially vulnerable to some of these changes given At the state level, House Bill 697 requires the reduction of its location, elevation, and strong economic and social ties to a greenhouse gas (GHG) emissions through energy-efficient land healthy environment. use and local comprehensive planning. The Florida Department of Community Affairs has held workshops regarding revisions The United States Global Change Research Program (USGCRP) to the Florida Administrative Code that would implement new coordinates and integrates federal research on changes in the requirements established by House Bill 697. Also in 2009, global environment and their implications for society.The Global the Florida Legislature established the Energy Economic Zone Change Research Act (GCRA) of 1990 mandates that every four (EcoZone) Pilot Program to address and create a model for years an assessment of the impacts of global change in the U.S. sustainable economic development. The EcoZone Pilot Program be conducted by the USGCRP. Between 2004 and 2009, the is intended to further implement Chapter 2008-191, Laws of Climate Change Science Program (CCSP), which incorporated Florida, relative to discouraging sprawl, reducing reliance on the USGCRP, produced a series of 21 Synthesis and Assessment automobiles, developing energy-efficient land use patterns, and Products (SAPs). The Synthesis and Assessment Product 4.1: creating GHG reduction strategies. The City of Miami Beach was Coastal Sensitivity to Sea-Level Rise: A Focus on the Mid-Atlantic selected as one of two participating communities in the EcoZone Region, details how sea-level change will affect coastal zones Pilot Program. and recommends methods to protect the environment and sustain economic growth. The city has developed a work plan for EcoZone Pilot Program, which has been incorporated into its Sustainability Plan, In light of this research, the Federal government is modifying its primarily as economic development initiatives. The work plan current policy to address the potential impacts of sea-level rise. In seeks to identify opportunities for economic development and July 2008, the U.S. Army Corps of Engineers (USACE) published redevelopment that maximize the potential for economic benefit circular No. 1 165-2-21 1, "Water Resource Policies and to the community. The work plan also identifies resource use that Authorities Incorporating Sea-Level Change Considerations in enhances opportunities to improve wealth creation for the citizens 3 and community needs while preserving the natural environment. The City of Miami Beach has also begun taking steps to address As a participant in the EcoZone Pilot Program, the city seeks to growing concerns regarding environmental impacts and change become an urban community model for the establishment and in the community.The City's Ad-hoc Green Committee was maintenance of long-term economic and quality of life needs. formed in July 2007,which provided a community forum to discuss environmental issues within the city. In 2008,the City Regionally,Miami-Dade County has also begun taking steps Commission added a new Key Intended Outcome (KIO) to the toward addressing the potential impacts of climate change. In City's Strategic Plan-to enhance the environmental sustainability July 2006, the Miami-Dade County Board of Commissioners of the community. Then in the spring of 2009,the city formalized passed an ordinance that established the Miami-Dade Climate the Ad-Hoc Green Committee by permanently establishing Change Advisory Task Force (CCATF). The Task Force's 25 the Sustainability Committee and codifying Chapter 100: appointed members are a diverse, multidisciplinary and highly Sustainability in the City Code,which is dedicated to sustainable knowledgeable group of individuals representing various sectors initiatives. of the community.The task force is charged with identifying potential future climate change impacts to Miami-Dade County In addition,the city recently began developing a comprehensive and providing on-going recommendations to the Board of Stormwater Master Plan (SWMP) in response to climate change Commissioners regarding mitigation and adaptation measures to and flooding impacts. One of the major findings of the Miami- respond to climate change. Dade Climate Change Task Force is a predicted three (3) to five (5) foot rise in sea-level over the next century.The SWMP In addition, Miami-Dade County is developing its own plan will explore adaptation strategies aimed at addressing these for a sustainable future called "GreenPrint: Our Design for a anticipated impacts of sea-level rise and the associated flooding; Sustainable Future."This document will be the framework to for example,the prospect of creating injection wells, using pumps evaluate and integrate environmental, social and economic and storage facilities, raising sea wall elevations, and changing benefits into county policies and initiatives.The city is working in building code for new structures are currently being assessed. concert with the county's plan to develop its goals and initiatives. 4 SUSTAINABILITY PLAN DEVELOPMENT PROCESS At the July 2009 Sustainability Committee, staff made a In the following months, staff elicited feedback from Sustainability presentation regarding the concept of planning for community Committee, other City departments, local universities, the sustainability,which included suggested program areas and Miami-Dade County Office of Sustainability, Florida Department example goals and objectives for the committee's consideration. of Community Affairs,advisory committees and community Staff then conducted additional research into sustainability organizations such as the Miami Beach Community Development planning at the local, state, national and international levels to Corporation.On May 25, 2010, the Sustainability Committee obtain examples and insight into the development process.A draft passed a resolution to present the Plan to the City Commission plan was developed based on this research and was presented for adoption. On December 16, 2010,the Finance and Citywide to the committee on September 22, 2009. On the November Projects Committee moved the Sustainability Plan to the City 12, 2009, Neighborhoods and Community Affairs Committee Commission for approval and adoption. unanimously moved to accept the plan. GUIDING PRINCIPLES The Sustainability Plan provides structure and focus to policies and initiatives in order to successfully enhance community sustainability. The following principles are intended to serve as an overarching theme and basis for the plan and provide a framework within which to execute sustainability planning: • The City of Miami Beach will lead by example. • Policies and programs that reduce natural resource consumption and increase efficiency in resource and • Interdependence exists among the ecological,economic material use support the sustainability of our community. and social factors that contribute toward the sustainability of our community. • Policies and programs that improve environmental regulatory compliance support the sustainability of our • Healthy natural systems are the basis for sustainable community. communities and economies. • Policies and programs that improve economic and social • Local decisions and policies have regional stability support the sustainability of our community. and global impacts. • An educated community acting as a steward of the • Policies and programs that enhance, protect and restore environment supports the sustainability of our community. our natural resources, such as our airshed, waterways, shorelines,vegetation,wildlife, and greenspaces, support • The use of the city's emergency management operations the sustainability of our community. to support community resilience to natural and man-made disasters supports the sustainability of our community. 5 CITY PLAN: PROGRAM AREAS, INDICATORS, TARGET, INITIATIVES The plan is comprised of program areas, goals, indicators, targets At the same time, the City's Key Intended Outcomes (KIOs), or and initiatives. outcome-focused strategic priorities, are aligned to support the vision statement.They are identified through the strategic planning Program areas are those topics within which to concentrate process in support of five key elements of the city's vision to economic, environmental and social improvement efforts. Program ensure the long-term sustainability of its government. As a result, areas include: one of the KIOs in the City's Strategic Plan is to enhance the environmental sustainability of the community. Current indicators 1. Green Building & Housing in the Strategic Plan that are used to measure how well the city is doing in achieving this outcome are percent participation in 2. Solid Waste Management recycling programs, tons of waste recycled, percent of city facility energy use supplied by renewable sources, and percent of major 3. Water Conservation &Quality buildings with Silver LEED certification. Initiatives that help drive the performance of these measures are updated annually by the City 4. Energy Conservation Commission and City departments. 5. Alternative Transportation In order to ensure that the Sustainability Plan aligns with the City's Strategic Plan, the goals, indicators, targets, and initiatives have 6. Natural Resources& Ecosystem Management been developed based on KIOs and associated performance indicators identified in the City's Strategic Plan. However, 7. Community Outreach &Participation development of the City's Sustainability Plan has allowed for a more comprehensive review of potential indicators, targets and 8. Green Procurement initiatives, many of which may be incorporated in the next update of the City's Strategic Plan. 9. Economic Development& Planning The goals set forth in the plan provide direction for each program 10. Air Quality&Climate Change area. The indicators help measure the effectiveness of programs and activities as they relate to the goals. The targets are currently The city's vision statement guides the focal areas of its Strategic broad statements that call for either an upward or downward trend; Plan. Every year the City of Miami Beach produces an however, these will be refined as baseline information becomes environmental scan and a summary of performance results,which available.Together, these elements give the document flexibility as document the status of the city's performance objectives within the the city moves forward with the initiatives, which are those activities priority areas identified by its vision. Together with information aimed at reaching the goals. obtained from the community through community surveys, focus groups, and community meeting, the commission reviews and Currently, there are numerous federal and state agency grants refines the City's Strategic Plan, as appropriate. The city's vision is that can fund projects promoting the ten different program areas to be: outlined by the plan. When applying for state and federal grant funds, it is important to demonstrate that the funds will contribute • Cleaner and Safer toward an overall plan or goal.The Sustainability Plan places the City of Miami Beach in a more formidable position when justifying • Beautiful and Vibrant grant funding requests. • A Unique and Historic Environment The City of Miami Beach recognizes the responsibility to lead by example at the organizational level, working proactively to • A Mature, Stable Residential Community with Well reduce the environmental footprint of government operations and Improved Infrastructure encouraging residents and visitors to do the same. The goals, indicators, targets, and initiatives that comprise the plan have • A Cultural Entertainment Tourism Capital and an been developed for both community and government activities, as International Center for Innovation and Business, applicable. While Maximizing Value to our Community for the Tax Dollars Paid 6 ASSESSING & REPORTING PROGRESS The Sustainability Plan was developed as a first step in creating Subsequent to the establishment of a baseline report, annual a comprehensive sustainability master plan for the city. Following status reports will be conducted every year by the Environmental the adoption of the plan by the City Commission, the intent is to Division and presented the Sustainability Committee.The report develop a baseline report and an implementation plan. Baseline is intended to provide useful information to the City Commission, data is the point from which all future measurable outcomes City staff and community members on progress being made will be compared and ultimately assessed.The baseline report toward meeting goals and targets of the plan. In addition, annual will provide an understanding of the current status of the city's status reports will provide a foundation for informed decision- sustainability-related initiatives, including current rates of natural making about future policies and actions that may influence resources consumption (e.g.water and energy usage) and the city's ability to meet the goals and targets. If any significant current carbon (environmental) footprint. Establishing baseline changes to the plan are proposed, such as those potentially data for the city's sustainability programs will aid in setting future having considerable financial impacts to the city, the changes benchmarks and will allow the city to further refine targets for will be reviewed by the Finance Committee before changes are each program area. incorporated into the plan. The implementation plan will lay out a detailed guide to introduce The Sustainability Plan is a living, flexible document that can be the concepts of sustainability both to City employees and the updated over time.This allows the city to make adjustments to the community, identifying necessary policies and procedures to plan as progress is made on sustainability goals,advancements support the plan,and building the consensus among the various are made in technology and environmental changes occur. It is departments to execute sustainable initiatives successfully. In anticipated that there may be a need to make changes to the addition, the implementation plan will outline the required plan's program areas,goals, indicators, targets and initiatives coordination between the city and the community,and also over time in order to adapt to evolving policies,funding identify the required data in order to assess the plan effectively. opportunities, as well as to introduce new initiatives. 7 GREEN BUILDING & HOUSING Buildings consume a large portion of water,wood, energy, • Increase community resilience and diversity by and other natural resources. Green buildings are designed providing a mixture of housing opportunities for the to reduce environmental impacts to land, water, energy and city's diverse socio-economic groups. material resources,while creating healthy indoor environments. Encouraging green building and housing practices in Miami GOALS: Beach will help preserve its natural resources by reducing construction impacts to the environment and reducing greenhouse • Decrease resource consumption and waste during gases emitted through energy/water/material resource building construction and operation. extraction, transportation, and disposal. • Achieve responsible growth management objectives In addition, the implementation of green building and housing including protecting, retrofitting and recycling existing practices will: and historic buildings, rather than demolishing and replacing. • Improve building performance such as energy and water cost savings. • Improve availability and accessibility of decent housing opportunities in the city in an effort to maintain/improve • Improve indoor environment, which is linked with housing stock conditions. enhanced occupant performance, health and productivity. • Achieve and maintain a mix of affordable, livable, and green housing types throughout the city. • Support green job development within Miami Beach, local industries, and sustainable growth. INDICATORS BASELINE TARGETS E E FUTURE INITIATIVES i INITIATIVES CITY BUILDINGS— Green Building #of certified LEED buildings I Ordinance, Florida Upward Trend Energy Conservation & Sustainable Buildings Act (255.251 F.S.) PRIVATE BUILDINGS (Residential & Commercial) #of participants in the Green Building Upward Trend Green Building Program Ordinance #of certified LEED buildings PRESERVATION OF HISTORICALLY Historic Preservation SIGNIFICANT STRUCTURES, SITES, Board review AND DISTRICTS # of site structures&districts Maintain or Upward Single-family home Trend designation process #of protected historic buildings AFFORDABLE &WORKFORCE Housing Rehabilitation HOUSING—#of units available # units rehabilitated &# units Scattered Site Home purchased j Counseling Maintain or Upward # Persons counseled Trend Multi Family Housing # Rental units rehabilitated Rehabilitation Program #of Trainings i Private Investment 8 SOLID WASTE MANAGEMENT Nearly everything we produce, use or consume leaves behind GOALS: some kind of waste. The treatment and disposal of waste can be a source of water, land, and air pollution. By managing solid • Reduce volume of solid waste citywide, moving toward waste and conserving resources through reduction, reuse, and a zero waste community. recycling, the city will help minimize impacts to the quality and safety of the local environment, reduce costs of waste disposal • Increase volume of recyclables diverted from landfill and pollution mitigation, and decrease the carbon foot print citywide. associated with the production, use and disposal of materials. INDICATORS BASELINE TARGETS EXISTING FUTURE INITIATIVES INITIATIVES PUBLIC AREAS #of public area recycling locations Recycling Program in Beach Entrances the ROW (beaches, Parks Upward Trend parks, Collins, Lincoln, Commercial Streets Ocean etc.) Residential Streets CITY SERVICE Tons of solid waste land-filled Haulers servicing Explore Composting Tons of waste rec cled Upward Trend recycling in ROW atProgram Y no additional cost Tons of waste composted America Recycles Day HAZARDOUS WASTE Wasteful Weekends #of community collection events Upward Trend (electronics, bulk, single-stream) Household Hazardous Waste Implementation of CITY FACILITIES single-stream recycling %of city owned facilities with recycling Upward Trend program at city facilities COMMUNITY RECYCLING Community Recycling #of residential and commercial establishments with recycling Upward Trend Drop-off Points Develop Recycling Ordinance Tons of green waste disposed annually Green Waste Facility citywide 9 WATER CONSERVATION & QUALITY • Preserve the safety and viability of water-related recreational activities that support the local economy such as boating, diving, fishing, swimming, jet skiing, & Miami-Dade County's main source of drinking water is the kayaking. Biscayne Aquifer, which is a finite source that must be protected and managed sustainably in order to meet the county's needs • Preserve the habitat of the aquatic ecosystem including over the long-term. By reducing our consumption of water, fish, birds, marine mammals, invertebrates, corals, sea we contribute to the preservation of groundwater as our sole- grasses, which includes threatened and/or endangered source of drinking water and potentially off-set the costs of species protected by federal and state law. developing infrastructure for new drinking water sources in the future. Conserving water also helps avoid, or at least lessen, the GOALS: likelihood of future water shortages and salt water intrusion. • Decrease water consumption at the community and By protecting and enhancing water quality of our waters, municipal levels. the city will: • Maintain or improve water quality of discharges • Avoid economic costs of pollution mitigation and entering Biscayne Bay and surrounding water remediation of impaired waters. waterways. • Preserve quality of life and values of waterfront • Maintain or improve the capacity of the city's properties. stormwater system to reduce the risks of flooding on public and private property. 10 INDICATORS BASELINE TARGETS EXISTING FUTURE INITIATIVES INITIATIVES ATLANTIC OCEAN #of days the Miami-Dade County Health Department issues health No Downward Trend Monitor beach advisories annually. closings WATERWAYS Waterway Cleanliness /of city waterway assessment areas No Downward Trend Contractor rated as clean or very clean. I MARINAS # of participants in FDEP Clean Upward Trend Educate marinas Marina Program URBAN RUNOFF Green Alleys, TBD* Green Parking Lots& Pocket Parks * At this time, Biscayne Bay,which Stormwater Pollution receives all of the city's stormwater Prevention Education runoff, is not listed by the state as an NPDES Curb Marker "Impaired Waterway" that requires Program additional pre-treatment of runoff. MS4 Maintenance DERM is responsible for monthly water No Downward Trend quality monitoring of the bay. It is not I Stormwater Master Plan currently required that the City begin funding a separate and additional Stormwater infrastructure monitoring program. Therefore, the I improvements existing initiatives under this indicator are specifically intended to enhance Engineering and prevent the degradation of infrastructure design & plan review Biscayne Bay water quality. WATER CONSERVATION Downward Trend COMMUNITY COMMUNITY Proclamation of Water Per capita daily use Conservation Month (April) Low-flow Fixture Replacement Program County Irrigation Restriction enforcement Water rate schedule adjustments MUNICIPAL OPERATIONS Downward Trend MUNICIPAL OPERATIONS Volume of water consumed by municipal Ameresco retrofit of operations municipal facilities Volume of water delivery system loss &water reclamation plant Xeriscaping of public spaces 11 ENERGY CONSERVATION • The energy sources upon which we largely depend—nuclear, GOALS: coal, natural gas and oil—impact the social, economic, and environmental facets of our communities. Air pollution and • Encourage the use of local, non-polluting, renewable GHGs, primarily from fossil fuel power plants, cars, and energy sources (e.g.wind, solar, and geothermal), buildings, are linked to respiratory diseases and contribute to wherever applicable. climate change. • Reduce energy consumption community-wide. By reducing energy consumption and increasing energy performance at the municipal, commercial and residential levels, • Increase energy performance of municipal, commercial the City of Miami Beach can increase economic performance, and residential buildings. decrease dependence on nonrenewable resources, and reduce GHG emissions. INDICATORS BASELINE TARGETS EXISTING FUTURE INITIATIVES INITIATIVES COMMERCIAL Green Building #of participants in the city's voluntary Upward Trend Voluntary Program Green Building Program Florida Green GREEN LODGING #of hotels participating in FDEP's Green Upward Trend Lodging Program Lodging Program Seminar&Mayor's Green Conference AMERESCO: Lighting retrofits GOVERNMENT BUILDINGS Power Transformer # of KWh consumed annually Replacements Increasing Efficiencies Integration of HVAC of municipal facility energy use controls supplied by renewable sources Geothermal Cooling Reclamation Plant Green Parking Lots& CITY ROWAlleys Program Upward Trend of high-efficiency fixtures LED demonstration projects ` f ALTERNATIVE TRANSPORTATION Most of our modern means of transportation are powered by neighborhoods. fossil fuels, which contribute to local air pollution and greenhouse gas production. A safe, multi-modal transportation system that • Increased accessibility of transportation services for reduces reliance on motorized vehicles serves to increase all residents, including those most reliant on efficient mobility and economic accessibility throughout the community. public transit, such as people that are economically The improvement of the City of Miami Beach alternative disadvantaged, non-drivers, senior citizens, and/or transportation network also reduces the production of GHG disabled. emissions and supports healthy modes of transport such as walking and bicycling. GOALS: Additional benefits of a safe, alternative transportation system • Create community incentives for residential and include: commercial use of alternative modes of transportation and fuels. • Improved air quality and overall community health. • Create a multi-modal transportation system that • Greater opportunities for residents to engage in social minimizes, and where possible, eliminates pollution and interaction and exercise, which may result in healthier motor vehicle congestion while ensuring safe mobility and access. 12 EXISTING FUTURE INDICATORS ' BASELINE TARGETS 1 INITIATIVES INITIATIVES Pursue federal BICYCLE AND PEDESTRIAN earmarks&project FACILITIES:-Length of facilities created/ authorizations for annuallyAtlantic Greenway improved Network (AGN) Bicycle lanes Beachwalks Upward Trend Municipal Mobility Baywalks Plan Bike Path AGN Master Plan Bike Routes (designated signage) Bike Racks& Bike Parking Comprehensive Plan- Transportation Element PEDESTRIAN SAFETY # of signalized intersections upgraded Capital Projects # of upgraded, maintained or newly Upward Trend AGN Plan installed crosswalks Comprehensive Plan- - # of ADA curb ramps installed Transportation Element # pedestrian enhancer flashers installed Upward Trend GOVERNMENT ALTERNATIVE VEHICLES/FUELS Fleet purchasing policy GOVERNMENT Upward Trend COMMUNITY %of non-emergency Fleet vehicles using Parking programs that alternative fuels, Low Emissions Vehicles encourage alternative (LEVI, and hybrids vehicles COMMUNITY Shared Bike Rental Participation in incentive programs Program Participation in Bike Share and Car Bicycle Rack Share Program Installation Program # of fuel or charging stations Shared Car Program # of bicycle racks Installation of electric car plug-in stations QUALITY OF TRANSIT SERVICE ! South Beach Local Circulator Bus Route Annual ridership on South Beach Local (SBL) and Routel 15 Mid-North Beach Airport Flyer Express Circulator Implement a Middle Coordinate with Beach Circulator SBL frequency of peak&off-peak i County to improve headways Upward Trend Transit Service and a North Beach war P Circulator with Maintain hours of operation Installation of Bus frequent headways Maintain SBL bus fare amount Amenities and low fares Maintain bus routes (%dense Design and residential within '/a mile area) construction of North and South Beach #of Intermodal Centers I Intermodal Centers 13 NATURAL RESOURCE & ECOSYSTEM MANAGEMENT The City of Miami Beach boasts great natural capital, such • Increase canopy coverage and reduce stormwater as waterways, coastal dunes, natural mangrove shorelines, runoff, improve air quality, beautify neighborhoods and 26 parks and green spaces, and just over seven miles of provide shade for pedestrians. white, sandy beaches. The city is also the nesting habitat for endangered sea turtles, butterflies, and several plant species • Decrease heat island effect, which reduces energy costs. including the Biscayne Prickly Ash, Beach Cluster Vine and the Beach Star. The protection and enhancement of our natural GOALS: resources is closely linked to the preservation of quality of life and the stability of our tourism-based economy. • Enhance, restore and protect natural resources and ecosystems. Implementing natural resource and ecosystem management will also: • Increase compliance with regulations governing natural resources. • Restore, enhance and protect natural resources, which increases the biodiversity and resiliency the city's ecosystems. 14 INDICATORS BASELINE TARGETS EXISTING FUTURE INITIATIVES INITIATIVES MDC Sea Turtle Program support BIODIVERSITY Sea turtle education # sea turtle nests per year No Downward Trend #of programs promoting species Bird sanctuary designation protection Manatee and seagrass signage t ` Dune System DUNE SYSTEM ( Enhancement Program #of city blocks receiving enhancement `: Upward Trend annually Beachwalk Project Mitigation MDC Restoration Projects BEACH SYSTEM Length of shoreline re-nourished/ Maintain as needed USACE Projects maintained Participation in Beach Cleanliness Task Force Water Contractor Service WATERWAY AND SHORELINE RESTORATION Capital shoreline restoration projects Length of shoreline improved/reinforced annually Upward Trend Reinforcing bulkheads Natural (mangrove) shoreline restored Remove submerged Tons of submerged marine debris marine debris removed Promote living shoreline design NPDES compliance COMPLIANCE Fuel Storage Tank Downward Trend Program to reduce soil #of city environmental/ permit &water contamination violations Turtle Lighting Ordinance Urban Reforestation Program URBAN REFORESTATION 4 Community gardens %of ROW designated as fully planted j Tree City U.S.A. status Upward Trend Xeriscaping Attrition rate (planting more than is removed) Landscaping Code City Tree Ordinance development 15 COMMUNITY OUTREACH & PARTICIPATION The success of a sustainability plan is dependent on community • Encourage new resident recruitment and current resident awareness and the support of the goals and targets of each retention through an improved public education system. initiative. Well-developed education and outreach strategies will promote an understanding of sustainable growth and GOALS: development; foster an educated community; and a forge connection between the community and its natural resources. • Increase awareness and stewardship of sustainable concepts through community outreach and educational Implementing education and outreach programs will also: programming. • Heighten community stewardship by facilitating resident • Increase participation of community members in civic participation in civic affairs. affairs and improve access to community amenities and quality public education. INDICATORS BASELINE TARGETS EXISTING FUTURE INITIATIVES INITIATIVES MB MAGAZINE &MBTV MB magazine—Green Upward trend Space #of media pieces per year covering a P range of sustainability issues MBTV and CityVision Florida Green Lodging Program Seminar America Recycles Day Event COMMUNITY EVENTS/ INVOLVEMENT MIA Green EXPO #of events&programs Beach/Waterway Clean-ups Earth Day Community Education Events Upward trend Adopt-a-Beach Pilot Program Beach/waterway Parks&Recreation Outreach Programs clean-ups Farmers Markets Local farmers markets Community Gardens Community gardens Mayor's Green Conference Development of Green Webpage GREEN WEBSITE Maintain City website linked with MDC's GreenPrint Target to be based VOTER PARTICIPATION on off-2010 year °/O of registered Miami Beach voters election and 2008 for who vote in scheduled elections. Presidential election years. EDUCATION International Florida Department of Education Upward Trend Baccalaureate (IB) School Ranking Program (K-12) 16 GREEN PROCUREMENT Almost everything created or purchased has a life cycle that GOALS: impacts the environment from the moment of production to the final disposal stage. By practicing and encouraging the • Increase use of non-hazardous and environmentally- purchasing of environmentally-friendly or non-toxic products, friendly products in government maintenance, the city will reduce the amount of toxic or hazardous material operations, permitted concessionaires/vendors and introduced into neighborhoods, waterways, and landfills. In special events. addition, the increased use of products derived from renewable or local sources decreases pressure on finite resources and • Promote decreased use of hazardous, toxic, non- stimulates the growth of a greener economy. recyclables or renewable goods community-wide. INDICATORS BASELINE TARGETS EXISTING FUTUV = INITIATIVES INITIATIVES GOVERNMENT CONTRACTS %of eligible contracts that specify Inclusion of green green products or incorporate product, energy sustainable initiatives Upward Trend reduction, andwaste prevention Construction ITB's requirements in ITB/ Janitorial ITB's RFP/RFQ processes Paper Products ITB's Inventory all chemicals &products used in CITY PROPERTY MANAGEMENT municipal operations #of bids that specify green products or Upward Trend Work with City recycled alternatives departments to increase use of green products CITY PERMITTED SPECIAL EVENTS Upward Trend Encourage productions # of events that incorporate green p to hold greener events products or recycled alternatives LANDSCAPING Integrated Pest Management(IPM) # of bids that specify green products or Upward Trend strategies recycled alternatives Xeriscape I i , 17 ECONOMIC DEVELOPMENT & PLANNING The resilience of a community in large part depends on a diverse GOALS: economic base that is supportive of emerging technologies. The developing green business sector and smart growth initiatives are • Improve the city's overall economic health and maintain economic opportunities for which communities must plan in order economic bond rating. to reap the social, environmental and economic benefits. Also, encouraging environmental and social stewardship within the • Diversify the city's business base and use sustainable local business sectors, including the tourism, entertainment, real initiatives to improve coordination between economic estate, and construction industries, promotes long-term stability development and workforce development. and competitiveness of our local economy. • Maintain neighborhood character and satisfaction with quality of life. • Maximize Miami Beach as a destination brand. INDICATORS BASELINE TARGETS EXISTING FUTURE INITIATIVES INITIATIVES Implement EEZ ECONOMIC STABILITY Identify the city's green- # of green economy business in Miami TBD economy&diversity- Beach related businesses %of those green business interviewed 10% &identify growth barriers #at Business Academy sessions with 2 sustainability topics Enhance environment for businesses to implement sustainability measures LEGISLATIVE INITIATIVES # EEZ recommendations filed for legislative approval Pursue federal sustainability resources # EEZ recommendations receiving legislative approval T.B.D Identify State incentives # at sustainability workshops/events to facilitate industry diversification & held support sustainability # of sustainability projects requests submitted to Congress GROWTH MANAGEMENT & Incorporate sustainable PLANNING economic development # of City Code changes or land use into the comp planning policies that support sustainable process initiatives Upward Trend %of the community rating the pace of Review of Code to new construction in the city as about the support sustainable initiatives right amount 18 AIR QUALITY & CLIMATE CHANGE We utilize use fossil fuels every day for almost every modern • Decrease the risk or severity of climate change impacts, convenience, including electricity and transportation.The use of such as storm-related flooding, sea-level rise, and fossil fuel emits GHG's that contribute to climate change, reduce frequency of extreme weather events such as hurricanes, air quality and affect the health of residents. Future impacts of and extreme temperatures and/or precipitation. climate change, such as sea-level rise, may affect quality of life and property within the city as well. By reducing GHG emissions GOALS: where possible, the City of Miami Beach can meaningfully contribute to local air quality and the avoidance or reduction of • Support initiatives to maintain and/or improve local air anticipated climate change impacts. quality. Initiatives directed at maintaining and/or improving air quality • Reduce the production of GHG associated with will: municipal operations and reduce the community carbon footprint. • Reduce the city's carbon footprint and GHG emissions, while improving local air and contributing to the reduction of global GHG and associated climate change impacts. INDICATORS BASELINE TARGETS EXIST FUTURE INITIATIVE S . INITIATIVES AGN &Alternative AIR QUALITY INDEX (EPA) No Downward Trend Transportation # of days of good rated air quality Initiatives CLIMATE ACTION PLAN Develop a Climate Reduction of carbon Action Plan Tons of carbon mitigated or avoided to support the dioxide and other Climate Protection Indicators to be developed as part of the GHGs Agreement, (signed Climate Action Plan. by CMB in 2005). FLOOD PROTECTION City's Stormwater National Flood Insurance Program (NFIP) Master Plan Community Rating System (CRS) Rating No Downward Trend CRS Program 19 SUSTAINABILITY COMMITTEE WORK PLAN The sustainability work plan lists topic areas in which Sustainability Committee has expressed interest in investigating further. The work plan will be updated throughout the year as the committee explores new topics and initiatives.The work plan will be formally incorporated into the Sustainability Plan annually as an appendix to provide overview of the Sustainability Committee's activities. SUSTAINABILITY PLAN FUTURE INITIATIVES - SUSTAINABLITY COMMITTEE WORK PLAN GREEN BUILDING & HOUSING 1. Explore Composting Program SOLID WASTE MANAGEMENT 2. Develop Recycling Ordinance WATER CONSERVATION & QUALITY 1. Stormwater Master Plan 1. Reclamation plant 2. Cool roofs ENERGY CONSERVATION 3. Energy Star Portfolio Manager 14. Explore Dark Sky light fixture application &LED retrofits 20 SUSTAINABILITY PLAN FUTURE INITIATIVES - SUSTAINABILITY COMMITTEE WORK PLAN 1. Implement a Middle Beach Circulator and a North Beach Circulator with frequent ALTERNATIVE TRANSPORTATION headways and low fares 2. Baylink, Streetcar, and Rail Service 1. Categorize and remove submerged marine debris 2. Promote living shoreline design NATURAL RESOURCES & ECOSYSTEM 3. Near-shore coral patch reef protection and restoration MANAGEMENT 4. Grease Trap Program 5. Adopt-a-Tree Program to promote private reforestation 1. MB 77 TV—Programs/Clips covering sustainability issues COMMUNITY OUTREACH & 2. Green building systems seminars aimed at building owners&condominiums. PARTICIPATION 3. Identify opportunities to incorporate sustainability into the Educational Compact 1. Adoption of green product standards (Green Seal Standard, South Coast Air Quality Management District (SCAQMD), etc) 2. Inventory of all chemicals and products used in municipal operations GREEN PROCUREMENT 3. Work with City departments to develop an action plan to use green products in daily operations 4. Encourage productions to hold greener events 5. Develop Green Event Guidelines 1. Enhance the environment for existing businesses to implement sustainability measures 2. Incorporate energy and sustainability topics into the Business Academy curriculum 3. Explore implementation of PACE financing ECONOMIC DEVELOPMENT & 4. Pursue federal sustainability resources PLANNING 5. Identify potential State incentives that may facilitate industry diversification and support sustainability 6. Incorporate sustainable economic development into the comp planning process 7. City Code Planning Review to incorporate necessary modifications to support of sustainable initiatives 1. Develop a Climate Action Plan to support the city's commitment to the Climate AIR QUALITY & CLIMATE CHANGE Protection Agreement, which CMB signed in 2005. 2. Building Code adaptivity to sea-level change 21 GLOSSARY Affordable Housing-as defined by Sec.58-31 of Miami Beach Fully Planted-means that trees occupy all available tree planting Code of Ordinances,affordable means that the occupants pay no more spaces in the right-of-way that can be filled,and that the tree cover in than 30 percent of gross income for gross housing costs,including utility parks and other city properties is maintained at an optimal level based on costs.However,it is not the intent to limit an individual household's ability each property's uses and priorities. to devote more than 30 percent of their income for housing. Geothermal Cooling-the use of power extracted from heat stored Airshed-a geographic boundary for air quality standards. in the earth(geothermal energy)as a source of energy for cooling processes,such as air-conditioning. Alternative Transportation-a means of travel other than through the use of a private motor vehicle that reduces traffic congestion and an Green-for the purposes of this document,green is used as shorthand individual's carbon footprint and GHG emissions,i.e.walking,cycling, to refer to any environmentally preferable product,activity,service or carpooling,or mass transit. process. Bike Lane/Path/Route-A bike lane is a signed and striped lane Green Building-a building that is designed and constructed to along a roadway for use by bicycles.A bike path is a dedicated,off- reduce the overall impact of the built environment on human health and road,paved bicycle way with minimal cross flow by motor vehicles. Bike the natural environment.Green buildings efficiently use energy,water, routes are un-striped,signed routes which bicyclists share with motor and other natural resources,protect occupant health,improve employee vehicles. Bike routes differ from bike lanes in that routes do not include productivity,and reduce pollution. any striping on the roadway.They are only designated by signage. Green Seal Standard-a certification that indicates compliance with Carbon footprint-a measure of the amount of carbon dioxide the rigorous environmental,toxicity and safety standards of the Green produced by a person,organization,or location at a given time. Seal program. Clean Marina Program-The Florida Clean Marina Program Greenhouse Gas(GHG)-Greenhouse gases are natural and is a voluntary designation program with a proactive approach to manmade gases in the earth's atmosphere that absorb and emit radiation environmental stewardship that aims to maintain water quality. within the thermal infrared range,acting as a warming mechanism that raises temperatures on the Earth's surface and lower atmosphere. The Climate Action Plan-lays out a strategy,including specific policy four primary greenhouse gases are carbon dioxide(CO2), methane recommendations that a government may use to address climate change (CH4),nitrous oxide(N20)and chlorofluorocarbons(CFCs). and reduce GHG emissions. GreenPrint-Miami-Dade County's plan for sustainability that reaffirms, Cool Roofs-reflective white or light-colored surfaces off which sunlight establishes and synchronizes the government and community goals, will bounce,reduce heat absorption,and,due to their high emissivity,will initiatives and measures. also easily release heat. Hazardous Waste-a waste or combination of wastes which, Dark Sky-reduction of light pollution in order to improve night because of its quantity,concentration,or physical,chemical or infectious sky visibility,to reduce the adverse effects of unnatural lighting to the characteristics,may cause or significantly contribute to an increase environment,and to reduce energy usage. in serious,irreversible,or incapacitating reversible illness or pose a substantial present or potential hazard to human health,safety,welfare or Dunes-hills of sand,built through the interaction between wind,sand to the environment when improperly treated,stored,transported,used or and coastal vegetation,that stabilize beaches and provide a buffer disposed of,or otherwise managed. against storm surges for coastal cities. Household Hazardous Waste-hazardous waste that is generated Environmental footprint-a measure of the amount of environmental by residents through the use of hazardous or potentially hazardous impact produced by a person,organization,or location at a given time. products in the home. Typical household hazardous wastes include spent Florida Green Lodging Program-a voluntary initiative of the FDEP batteries,cleaning products,pesticides, paints and solvents. that designates and recognizes lodging facilities that make a commitment Headway-a measurement of the distance between vehicles in a transit to conserve and protect Florida's natural resources.The program's system-a"shorter"headway signifies a more frequent service. environmental guidelines allow the hospitality industry to evaluate its operations,set goals and take specific actions to continuously improve Heating,Ventilation,and Air Conditioning(HVAC)- environmental performance. technological systems whose purpose is to help maintain good air quality through adequate ventilation with filtration and provide thermal comfort. 22 Heat Island Effect—a process where the substitution of open land Right-of-way(ROW)—every way set apart for public travel in motor and vegetation for urban infrastructure causes a rise in the surface and vehicles, including but not limited to streets, roadways,alleys,swales, atmospheric temperatures of urban regions compared to those of their highways,and portions of driveways that cross a public sidewalk. rural surroundings,forming an"island"of higher temperatures within the landscape. Single-Stream Recycling—recycling program that allows customers to mix recyclable paper, plastic and glass(all recyclable material) into the Indicators—measurable programs or activities that are used for same bin. quantifying progress toward a goal or objective. Stewardship—is an ethic or responsibility to protect and maintain a Integrated Pest Management(IPM)—an ecological approach of common good. managing pest populations,while significantly reducing or eliminating the use of pesticides. Sustainability—policies and strategies that meet society's present needs without compromising the ability of future generations to meet their LEED certification (Leadership in Energy and Environmental own needs. Design)—A rating system developed by the U.S.Green Building Council (USGBC)that focuses on improving performance across five key areas of Sustainability Plan—a document that addresses shot and long-term environmental and human health: energy efficiency, indoor environmental environmental,economic,and social goals that will improve community quality, materials selection, sustainable site development,and water sustainability. savings. LEED certifications are awarded at various levels(certified, Workforce Housing—apartments and houses that are affordable for silver,gold,and platinum)according to a point-based scoring system. workers in low and moderately paid jobs. Living Shorelines—shoreline management option that provides erosion Xeriscaping—landscaping and gardening methods that reduce or control benefits,while also enhancing the natural shoreline habitat. eliminate the need for supplemental water from irrigation. Marine Debris—human created waste or litter that has deliberately or Zero Waste—recycling or reuse of all natural and manmade materials accidentally entered into the marine environment. back into nature or the marketplace rather than sending those materials to Municipal Separate Storm Sewer System(M54)—a system of landfills or similar disposal options. conveyances through which untreated stormwater runoff transported and discharged into local water bodies. National Pollutant Discharge Elimination System(NPDES) —a permit program,authorized by the Clean Water Act of 1972,that controls water pollution by regulating point sources that discharge pollutants into the waters of the United States. Native Species—for purposes of this document, plant or animal species native to south Florida. Property Assessed Clean Energy(PACE)Bond—is a tool to finance energy-efficient improvements that are part of a commercial or residential building's structure. Pervious Pavement—surface coverings that duplicate the structural and functional features of traditional pavement, but are designed to allow infiltration of stormwater through the surface to the soil below where water can be naturally filtered and pollutants removed. Reclamation Plant—a facility that treats wastewater through a series of treatments and purifying steps to supplement a region's water supply. Retrofitting—the addition of new technology or features to older systems. 23 ACRONYMS REFERENCES ADA—American's with Disabilities Act of 1990 City of Miami,Climate Action Plan (MiaPlan). AGN—Atlantic Greenway Network City of Miami Beach,Atlantic Greenway Network Master Plan. (December 2008) CCATF—Miami-Dade Climate Change Advisory Task Force City of Miami Beach,City Code Chapter 100: Sustainability. CCSP—Climate Change Science Program City of Miami Beach, Parks&Recreation Department—Green Space CMB-City of Miami Beach Management Reforestation Plan (2007). CRS—Community Rating System City of Miami Beach, Resolution 2007-26699 Endorsement of the U.S. Conference of Mayors Climate Protection Agreement. EMS—Emergency Management System City of Miami Beach, Strategic Plan. EPA—Environmental Protection Agency City of Miami Beach,Transportation Element of the City's Comprehensive FDEP—Florida Department of Environmental Protection Plan. (November 2009. FDOT—Florida Department of Transportation City of Santa Monica Sustainability Plan. FIND—Florida Inland Navigation District Florida Energy,Conservation and Sustainable Buildings Act. GCRA—Global Change Research Act of 1990 Florida State House Bill 697. GHG—Greenhouse Gas Global Change Research Act of 1990. HVAC—Heating,Ventilating,and Air Conditioning Miami-Dade County Climate Action Task Force, "Second Report and Initial Recommendations". IB—International Baccalaureate IPM—Integrated Pest Management National Pollutant Discharge Elimination System Permit FL-000003. KIO—KeyIntended Outcome Synthesis and Assessment Product 4.1: Coastal Sensitivity to Sea-Level Rise: A Focus on the Mid-Atlantic Region. KWh—Kilowatt-hour Toward a Sustainable Community:A Toolkit for Local Government, LEED—Leadership in Energy and Environmental Design University of Wisconsin. LOS—Level of Service US Army Corps of Engineers, No. 1 165-2-21 1,Water Resource Policies and Authorities Incorporating Sea-Level Change Considerations in Civil MDC—Miami-Dade County Work Programs. MS4—Municipal Separate Storm Sewer System NFIP—National Flood Insurance Program NOAA—National Oceanic and Atmospheric Administration NPDES—National Pollution Discharge Elimination System OGT—Florida Department of Environmental Protection's Office of Greenways&Trails 005—Miami Dade County Office of Sustainability PACE—Property Assessed Clean Energy RFQ—Request of Qualifications ROW—Right of Way SAP—Synthesis&Assessment Products SCAQMD—South Coast Air Quality Management District SFWMD—South Florida Water Management District USACE—United States Army Corps of Engineers 24 NOTES 25 NOTES 26 NOTES 27 • • • ENVIRONMENTAL RESOURCES MANAGEMENT DIVISION PUBLIC WORKS DEPARTMENT Tel: 305.673.7080, Fax: 305.673.7028 1700 Convention Center Drive, Miami Beach, Florida 33139 www.miamibeachfl.gov MIAMI BEACH City of Miami Beach, 1755 Meridian Avenue,3rd Floor, Miami Beach,Florida 33139,www.mlamibeachfl.gov PROCUREMENT DEPARTMENT Tel:305-673-7490. ADDENDUM NO. 2 RFP 2018-187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT May 31, 2018 This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following particulars only. I. REVISIONS RFP DUE DATE AND TIME. The deadline for the receipt of proposals is extended until 3:00 P.M., on Monday June 11, 2018, at the following location. City of Miami Beach Procurement Department 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Late proposals will not be accepted. Proposers are cautioned to plan sufficient time to allow for traffic or other delays for which the Proposer is solely responsible. Any questions regarding this Addendum should be submitted in writing to the Procurement Management Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a�miamibeachfl.gov. Procurement Contact: Telephone: Email: William Garviso 305-673-7000, ext. 6650 WilliamGarviso@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. I rely Ale enis Pr urement Director 1 iv\IAMIBEACH City of Miami Beach,1755 Meridian Avenue,3rd Floor, Miami Beach,Florida 33139,www.miamibeachfl.gov PROCUREMENT DEPARTMENT Tel:305-673-7490. ADDENDUM NO. 1 RFP 2018-187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT May 21, 2018 This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following particulars only. I. REVISIONS RFP DUE DATE AND TIME. The deadline for the receipt of proposals is extended until 3:00 P.M., on Monday June 4, 2018, at the following location. City of Miami Beach Procurement Department 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Late proposals will not be accepted. Proposers are cautioned to plan sufficient time to allow for traffic or other delays for which the Proposer is solely responsible. Any questions regarding this Addendum should be submitted in writing to the Procurement Management Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranadomiamibeachfl.Qov. Procurement Contact: Telephone: Email: William Garviso 305-673-7000, ext. 6650 WilliamGarviso@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. S' c- ely Alex Denis Procurement Director 1 • REQUEST FOR QUALIFICATIONS ( RFQ URBAN FORESTRY MASTER PLAN DEVELOPMENT 2018-187-WG RFQ ISSUANCE DATE: APRIL 12, 2018 STATEMENTS OF QUALIFICATIONS DUE: MAY 24, 2018 @ 3:00 PM ISSUED BY: Ai\v/A I B EAC William Garviso, Procurement Contracting Officer II PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor, Miami Beach, FL 33139 305.673.7000 x 6650 I WilliamGarviso@miamibeachfl.gov I www.miamibeachfl.gov RFQ 2018-187-WG 1 MIAM BEACH TABLE OF CONTENTS SOLICITATION SECTIONS: PAGE 0100 NOT UTILIZED N/A 0200 INSTRUCTIONS TO RESPONDENTS & GENERAL CONDITIONS 3 0300 SUBMITTAL INSTRUCTIONS & FORMAT 13 0400 EVALUATION PROCESS 15 APPENDICES: PAGE APPENDIX A RESPONSE CERTIFICATON, QUESTIONNAIRE AND AFFIDAVITS 17 APPENDIX B "NO BID" FORM 24 APPENDIX C MINIMUM REQUIREMENTS & SPECIFICATIONS 26 APPENDIX D SPECIAL CONDITIONS 32 APPENDIX F INSURANCE REQUIREMENTS 34 RFQ 2018-187-WG 2 MIAMI BEACH SECTION 0200 INSTRUCTIONS TO RESPONDENTS &GENERAL CONDITIONS 1. GENERAL. This Request for Qualifications (RFQ) is issued by the City of Miami Beach, Florida (the "City"), as the means for prospective Proposer to submit their qualifications, proposed scopes of work and cost Statement of Qualifications (the"proposal")to the City for the City's consideration as an option in achieving the required scope of services and requirements as noted herein. All documents released in connection with this solicitation, including all appendixes and addenda, whether included herein or released under separate cover, comprise the solicitation, and are complementary to one another and together establish the complete terms, conditions and obligations of the Proposer and, subsequently, the successful proposer(s) (the"contractor[s]") if this RFQ results in an award. The City utilizes PublicPurchase (www.publicpurchase.com) for automatic notification of competitive solicitation opportunities and document fulfillment, including the issuance of any addendum to this RFQ. Any prospective proposer who has received this RFQ by any means other than through PublicPurchase must register immediately with PublicPurchase to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal submitted. 2. PURPOSE. The City of Miami Beach is a barrier island on the southeast coast of Florida whose geographical location and low- lying topography make it extremely vulnerable to flooding from storms and rising sea levels. To reduce its vulnerability, in 2014 the City embarked in an aggressive sea rise level adaptation program. This program involves substantial reconstruction of its neighborhoods to upgrade aging infrastructure, install pumped drainage, raise roads, elevate seawalls, and other improvements that redefine the urban and natural landscape. Miami Beach is extremely urbanized so there is very limited space to add trees. Furthermore, the average life of a tree in Miami Beach has been estimated at 8 years due to the challenges of its urban environment. The City wants to develop an Urban Forestry Master Plan to ensure its vision that trees are a key feature of all its neighborhoods and the right tree is planted in the right place today, while considering the future adaptation efforts and changes in the urban landscape. The Plan will be used by Homeowners, landscape providers, neighborhood associations, urban planners, engineers and property owners. The purpose of this Request for Qualifications (RFQ) is to solicit proposals from qualified candidates, to conduct a fair and extensive evaluation based on criteria listed herein, that will best coordinate with City Staff and an engaged citizenry to develop an Urban Forestry Master Plan (the"Plan")essential to managing the City's trees. The plan should establish a clear set of priorities and objectives, while recognizing the collective ecological, environmental, economic, cultural and social contributions of the City's trees. The Plan will be a guide to aid in the management, maintenance and future planting of trees throughout the City by providing a sustainable and strategic framework. It will contribute to the public and private urban forest, for the benefit of all, through appropriate tree planting, maintenance and reinforcement of the City's ongoing commitment to the protection and planting of trees. The Environment and Sustainability Department estimates the budget for this project to be $90,000.00. The work upon which this is based was funded in whole or in part through a sub-recipient grant awarded by the USDA Forest Service through the Florida Department of Agriculture and Consumer Services. The contents do not necessarily reflect the views or policies of the USDA Forest Service nor does mention of the trade names, commercial productions, service or organization imply endorsement by the U.S. Government. RFQ 2018-187-WG 3 MIAMI BEACH 3. SOLICITATION TIMETABLE. The tentative schedule for this solicitation is as follows: Solicitation Issued April 12, 2018 Pre-Submittal Meeting May 1, 2018 @ 10:00AM Deadline for Receipt of Questions May 15, 2018 @ 5:00PM Responses Due May 24, 2018 @ 3:00PM Evaluation Committee Review TBD Proposer Presentations TBD Tentative Commission Approval Authorizing TBD Negotiations Contract Negotiations Following Commission Approval 4. PROCUREMENT CONTACT.Any questions or clarifications concerning this solicitation shall be submitted to the Procurement Contact noted below: Procurement Contact: Telephone: Email: Willian Garviso, CPPB 305 673-7000#6650 WilliamGarviso@miamibeachfl.gov dditionally, the City Clerk is to be copied on all communications via e-mail at: RafaelGranado • miamibeachfl.•ov; or via facsimile: 786-394-4188. The Bid title/number shall be referenced on all correspondence. All questions or requests for clarification must be received no later than ten (10) calendar days prior to the date proposals are due as scheduled in Section 0200-3. All responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum. 5. PRE-PROPOSAL MEETING OR SITE VISIT(S). Only if deemed necessary by the City, a pre-proposal meeting or site visit(s) may be scheduled. A Pre-PROPOSAL conference will be held as scheduled in Anticipated RFQ Timetable section above at the following address: City of Miami Beach Procurement Department Conference Room 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Attendance (in person or via telephone) is encouraged and recommended as a source of information, but is not mandatory. Proposers interested in participating in the Pre-Proposal Submission Meeting via telephone must follow these steps: (1) Dial the TELEPHONE NUMBER: 1-888-270-9936 (Toll-free North America) (2) Enter the MEETING NUMBER: 5804578 Proposers who are interested in participating via telephone should send an e-mail to the contact person listed in this RFQ expressing their intent to participate via telephone. RFQ 2018-187-WG 4 MIAMI BEACH 6. PRE-PROPOSAL INTERPRETATIONS. Oral information or responses to questions received by prospective Proposers are not binding on the City and will be without legal effect, including any information received at pre- submittal meeting or site visit(s). The City by means of Addenda will issue interpretations or written addenda clarifications considered necessary by the City in response to questions. Only questions answered by written addenda will be binding and may supersede terms noted in this solicitation. Addendum will be released through PublicPurchase. Any prospective proposer who has received this RFQ by any means other than through PublicPurchace must register immediately with PublicPurchase to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal. Written questions should be received no later than the date outlined in the Anticipated RFQ Timetable section. 7. CONE OF SILENCE. This RFQ is subject to, and all proposers are expected to be or become familiar with, the City's Cone of Silence Requirements, as codified in Section 2-486 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Cone of Silence are complied with, and shall be subject to any and all sanctions, as prescribed therein, including rendering their response voidable, in the event of such non-compliance. Communications regarding this solicitation are to be submitted in writing to the Procurement Contact named herein with a copy to the City Clerk at rafaelgranado@miamibeachfl.gov 8. SPECIAL NOTICES. You are hereby advised that this solicitation is subject to the following ordinances/resolutions, which may be found on the City Of Miami Beach website: http://www.miamibeachfl.gov/city-hal I/procurement/procurement-related-ord finance-and-procedures/ • CONE OF SILENCE CITY CODE SECTION 2-486 • PROTEST PROCEDURES CITY CODE SECTION 2-371 • DEBARMENT PROCEEDINGS CITY CODE SECTIONS 2-397 THROUGH 2-485.3 • LOBBYIST REGISTRATION AND DISCLOSURE OF FEES CITY CODE SECTIONS 2-481 THROUGH 2-406 • CAMPAIGN CONTRIBUTIONS BY VENDORS . CITY CODE SECTION 2-487 • CAMPAIGN CONTRIBUTIONS BY LOBBYISTS ON PROCUREMENT ISSUES CITY CODE SECTION 2-488 • REQUIREMENT FOR CITY CONTRACTORS TO PROVIDE EQUAL BENEFITS FOR CITY CODE SECTION 2-373 DOMESTIC PARTNERS . . . • LIVING WAGE REQUIREMENT - • • 4 _e-- • PREFERENCE FOR FLORIDA SMALL BUSINESSES OWNED AND CONTROLLED BY CITY CODE SECTION 2-374 VETERANS AND TO STATE-CERTIFIED SERVICE-DISABLED VETERAN BUSINESS ENTERPRISES . . . . . . . . . • FALSE CLAIMS ORDINANCE CITY CODE SECTION 70-300 • ACCEPTANCE OF GIFTS,FAVORS& CITY CODE SECTION 2-449 SERVICES 9. PUBLIC ENTITY CRIME. A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crimes may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, sub-contractor, or consultant under a contract with a public entity, and may not transact business with any public entity in excess of the threshold amount provided in Sec. 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. 10. COMPLIANCE WITH THE CITY'S LOBBYIST LAWS. This RFQ is subject to, and all Proposers are expected to be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including, without limitation, disqualification of their responses, in the event of such non-compliance. RFQ 2018-187-WG 5 TIMI BEACH 11. DEBARMENT ORDINANCE: This RFQ is subject to, and all proposers are expected to be or become familiar with, the City's Debarment Ordinance as codified in Sections 2-397 through 2-406 of the City Code. 12. WITH THE CITY'S CAMPAIGN FINANCE REFORM LAWS. This RFQ is subject to, and all Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their responses, in the event of such non-compliance. 13. CODE OF BUSINESS ETHICS. Pursuant to City Resolution No.2000-23879, the Proposer shall adopt a Code of Business Ethics ("Code") and submit that Code to the Procurement Department with its response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. 14. AMERICAN WITH DISABILITIES ACT (ADA). Call 305-673-7490 to request material in accessible format; sign language interpreters (five (5) days in advance when possible), or information on access for persons with disabilities. For more information on ADA compliance, please call the Public Works Department, at 305-673-7000, Extension 2984. 15. POSTPONEMENT OF DUE DATE FOR RECEIPT OF PROPOSALS. The City reserves the right to postpone the deadline for submittal of proposals and will make a reasonable effort to give at least three (3) calendar days written notice of any such postponement to all prospective Proposers through PublicPurchase. 16. PROTESTS. Proposers that are not selected may protest any recommendation for selection of award in accordance with eh proceedings established pursuant to the City's bid protest procedures, as codified in Sections 2-370 and 2-371 of the City Code (the City's Bid Protest Ordinance). Protest not timely made pursuant to the requirements of the City's Bid Protest Ordinance shall be barred. 17. JOINT VENTURES. Joint Ventures are not allowed. Proposals shall be submitted only by the prime contractor who will serve as the CMR. The City will only contract with the prime contractor who will serve as the CMR. Proposals may, however, identify other sub-contractors or sub-consultants to the prime Proposer who may serve as team members. 18. VETERAN BUSINESS ENTERPRISES PREFERENCE. Pursuant to City Code Section 2-374, the City shall give a preference to a responsive and responsible Proposer which is a small business concern owned and controlled by a veteran(s) or which is a service-disabled veteran business enterprise, and which is within five percent (5%) of the lowest responsive, responsible proposer, by providing such proposer an opportunity of providing said goods or contractual services for the lowest responsive proposal amount (or in this RFQ, the highest proposal amount). Whenever, as a result of the foregoing preference, the adjusted prices of two (2) or more proposers which are a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise constitute the lowest proposal pursuant to an RFQ or oral or written request for quotation, and such proposals are responsive, responsible and otherwise equal with respect to quality and service, then the award shall be made to the service-disabled veteran business enterprise. 19. DETERMINATION OF AWARD. The final ranking results of Step 1 & 2 outlined in Section 0400, Evaluation of Proposals, will be considered by the City Manager who may recommend to the City Commission the Proposer(s) RFQ 2018-187-WG 6 MIAMIBEACH s/he deems to be in the best interest of the City or may recommend rejection of all proposals. The City Manager's recommendation need not be consistent with the scoring results identified herein and takes into consideration Miami Beach City Code Section 2-369, including the following considerations: (1)The ability, capacity and skill of the Proposer to perform the contract. (2)Whether the Proposer can perform the contract within the time specified, without delay or interference. (3) The character, integrity, reputation,judgment, experience and efficiency of the Proposer. (4)The quality of performance of previous contracts. (5)The previous and existing compliance by the Proposer with laws and ordinances relating to the contract. The City Commission shall consider the City Manager's recommendation and may approve such recommendation. The City Commission may also, at its option, reject the City Manager's recommendation and select another Proposal or Proposals which it deems to be in the best interest of the City, or it may also reject all Proposals. 20. NEGOTIATIONS. Following selection, the City reserves the right to enter into further negotiations with the selected Proposer. Notwithstanding the preceding, the City is in no way obligated to enter into a contract with the selected Proposer in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Proposers that no property, contract or legal rights of any kind shall be created at any time until and unless an Agreement has been agreed to; approved by the City; and executed by the parties. 21. POSTPONEMENT/CANCELLATIONIACCEPTANCEIREJECTION. The City may, at its sole and absolute discretion, reject any and all, or parts of any and all, responses; re-advertise this RFQ; postpone or cancel, at any time, this RFQ process; or waive any irregularities in this RFQ, or in any responses received as a result of this RFQ. Reasonable efforts will be made to either award the proposer the contract or reject all proposals within one-hundred twenty (120) calendar days after proposal opening date. A proposer may withdraw its proposal after expiration of one hundred twenty (120) calendar days from the date of proposal opening by delivering written notice of withdrawal to the Department of Procurement Management prior to award of the contract by the City Commission. 22. PROPOSER'S RESPONSIBILITY. Before submitting a response, each Proposer shall be solely responsible for making any and all investigations, evaluations, and examinations, as it deems necessary, to ascertain all conditions and requirements affecting the full performance of the contract. Ignorance of such conditions and requirements, and/or failure to make such evaluations, investigations, and examinations, will not relieve the Proposer from any obligation to comply with every detail and with all provisions and requirements of the contract, and will not be accepted as a basis for any subsequent claim whatsoever for any monetary consideration on the part of the Proposer. 23. COSTS INCURRED BY PROPOSERS. All expenses involved with the preparation and submission of Proposals, or any work performed in connection therewith, shall be the sole responsibility (and shall be at the sole cost and expense)of the Proposer, and shall not be reimbursed by the City. 24. RELATIONSHIP TO THE CITY. It is the intent of the City, and Proposers hereby acknowledge and agree, that the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the Proposer's employees, agents, and/or contractors, shall, under any circumstances, be considered employees or agents of the City. RFQ 2018-187-WG 7 MIAMI BEACH 24. OCCUPATIONAL HEALTH AND SAFETY. In compliance with Chapter 442, Florida Statutes, any toxic substance listed in Section 38F-41.03 of the Florida Administrative Code delivered as a result of this proposal must be accompanied by a Material Safety Data Sheet(MSDS)which may be obtained from the manufacturer. 25. ENVIRONMENTAL REGULATIONS. The City reserves the right to consider a proposer's history of citations and/or violations of environmental regulations in investigating a proposer's responsibility, and further reserves the right to declare a proposer not responsible if the history of violations warrant such determination in the opinion of the City. Proposer shall submit with its proposal, a complete history of all citations and/or violations, notices and dispositions thereof. The non-submission of any such documentation shall be deemed to be an affirmation by the Proposer that there are no citations or violations. Proposer shall notify the City immediately of notice of any citation or violation which proposer may receive after the proposal opening date and during the time of performance of any contract awarded to it. 26.TAXES.The City of Miami Beach is exempt from all Federal Excise and State taxes. 27. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules, proposed pricing, and all instructions pertaining to the goods and services relative to this RFQ. Failure to do so will be at the Proposer's risk and may result in the Proposal being non-responsive. 28. PAYMENT. Payment will be made by the City after the goods or services have been received, inspected, and found to comply with contract, specifications, free of damage or defect, and are properly invoiced. Invoices must be consistent with Purchase Order format. 29. COPYRIGHT, PATENTS & ROYALTIES. Proposer shall indemnify and save harmless the City of Miami Beach, Florida, and its officers, employees, contractors, and/or agents, from liability of any nature or kind, including cost and expenses for, or on account of, any copyrighted, patented, or unpatented invention, process, or article manufactured or used in the performance of the contract, including its use by the City of Miami Beach, Florida. If the Proposer uses any design, device or materials covered by letters, patent, or copyright, it is mutually understood and agreed, without exception, that the proposal prices shall include all royalties or cost arising from the use of such design, device, or materials in any way involved in the work. 30. DEFAULT. Failure or refusal of the selected Proposer to execute a contract following approval of such contract by the City Commission, or untimely withdrawal of a response before such award is made and approved, may result in a claim for damages by the City and may be grounds for removing the Proposer from the City's vendor list. 31. MANNER OF PERFORMANCE. Proposer agrees to perform its duties and obligations in a professional manner and in accordance with all applicable Local, State, County, and Federal laws, rules, regulations and codes. Lack of knowledge or ignorance by the Proposer with/of applicable laws will in no way be a cause for relief from responsibility. Proposer agrees that the services provided shall be provided by employees that are educated, trained, experienced, certified, and licensed in all areas encompassed within their designated duties. Proposer agrees to furnish to the City any and all documentation, certification, authorization, license, permit, or registration currently required by applicable laws, rules, and regulations. Proposer further certifies that it and its employees will keep all licenses, permits, registrations, authorizations, or certifications required by applicable laws or regulations in full force and effect during the term of this contract. Failure of Proposer to comply with this paragraph shall constitute a material breach of this contract. Where contractor is required to enter or go on to City of Miami Beach property to deliver materials or perform work RFQ 2018-187-WG 8 MIAMI BEACH or services as a result of any contract resulting from this solicitation, the contractor will assume the full duty, obligation and expense of obtaining all necessary licenses, permits, and insurance, and assure all work complies with all applicable laws. The contractor shall be liable for any damages or loss to the City occasioned by negligence of the Proposer, or its officers, employees, contractors, and/or agents, for failure to comply with applicable laws. 32. SPECIAL CONDITIONS. Any and all Special Conditions that may vary from these General Terms and Conditions shall have precedence. 33. NON-DISCRIMINATION. The Proposer certifies that it is in compliance with the non-discrimination clause contained in Section 202, Executive Order 11246, as amended by Executive Order 11375, relative to equal employment opportunity for all persons without regard to race, color, religion, sex or national origin. In accordance with the City's Human Rights Ordinance, codified in Chapter 62 of the City Code, Proposer shall prohibit discrimination by reason of race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, and age or disability. 34. DEMONSTRATION OF COMPETENCY. The city may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience) in making an award that is in the best interest of the City, including: A. Pre-award inspection of the Proposer's facility may be made prior to the award of contract. B. Proposals will only be considered from firms which are regularly engaged in the business of providing the goods and/or services as described in this solicitation. C. Proposers must be able to demonstrate a good record of performance for a reasonable period of time, and have sufficient financial capacity, equipment, and organization to ensure that they can satisfactorily perform the services if awarded a contract under the terms and conditions of this solicitation. D. The terms "equipment and organization", as used herein shall, be construed to mean a fully equipped and well established company in line with the best business practices in the industry, and as determined by the City of Miami Beach. E. The City may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience), in making an award that is in the best interest of the City. F. The City may require Proposer s to show proof that they have been designated as authorized representatives of a manufacturer or supplier, which is the actual source of supply. In these instances, the City may also require material information from the source of supply regarding the quality, packaging, and characteristics of the products to be supply to the City. 35. ASSIGNMENT. The successful Proposer shall not assign, transfer, convey, sublet or otherwise dispose of the contract, including any or all of its right, title or interest therein, or his/her or its power to execute such contract, to any person, company or corporation, without the prior written consent of the City. 36. LAWS, PERMITS AND REGULATIONS. The Proposer shall obtain and pay for all licenses, permits, and inspection fees required to complete the work and shall comply with all applicable laws. 37. OPTIONAL CONTRACT USAGE.When the successful Proposer(s) is in agreement, other units of government or non-profit agencies may participate in purchases pursuant to the award of this contract at the option of the unit of government or non-profit agency. 38. VOLUME OF WORK TO BE RECEIVED BY CONTRACTOR. It is the intent of the City to purchase the goods RFQ 2018-187-WG 9 MIAMI BEACH and services specifically listed in this solicitation from the contractor. However, the City reserves the right to purchase any goods or services awarded from state or other governmental contract, or on an as-needed basis through the City's spot market purchase provisions. 39. DISPUTES. In the event of a conflict between the documents, the order of priority of the documents shall be as follows: A. Any contract or agreement resulting from the award of this solicitation; then B. Addendum issued for this solicitation, with the latest Addendum taking precedence;then C. The solicitation;then D. The Proposer's proposal in response to the solicitation. 40. INDEMNIFICATION. The Proposer shall indemnify and hold harmless the City and its officers, employees, agents and instrumentalities from any and all liability, losses or damages, including attorney's fees and costs of defense, which the City or its officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes of actions or proceedings of any kind or nature arising out of, relating to or resulting from the performance of the agreement by the contractor or its employees, agents, servants, partners, principals or subcontractors. The contractor shall pay all claims and losses in connection therewith, and shall investigate and defend all claims, suits or actions of any kind or nature in the name of the City, where applicable, including appellate proceedings, and shall pay all costs, judgments, and attorney's fees which may be incurred thereon. The Proposer expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The above indemnification provisions shall survive the expiration or termination of this Agreement. 41. CONTRACT EXTENSION. The City reserves the right to require the Contractor to extend contract past the stated termination date for a period of up to 120 days in the event that a subsequent contract has not yet been awarded. Additional extensions past the 120 days may occur as needed by the City and as mutually agreed upon by the City and the contractor. 42. FLORIDA PUBLIC RECORDS LAW. Proposers are hereby notified that all Bid including, without limitation, any and all information and documentation submitted therewith, are exempt from public records requirements under Section 119.07(1), Florida Statutes, and s. 24(a), Art. 1 of the State Constitution until such time as the City provides notice of an intended decision or until thirty (30) days after opening of the proposals, whichever is earlier. Additionally, Contractor agrees to be in full compliance with Florida Statute 119.0701 including, but not limited to, agreement to (a) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the services; (b) provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law; (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; (d) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. 43. OBSERVANCE OF LAWS. Proposers are expected to be familiar with, and comply with, all Federal, State, RFQ 2018-187-WG 10 MIAMI BEACH County, and City laws, ordinances, codes, rules and regulations, and all orders and decrees of bodies or tribunals having jurisdiction or authority which, in any manner, may affect the scope of services and/or project contemplated by this RFQ (including, without limitation, the Americans with Disabilities Act, Title VII of the Civil Rights Act, the EEOC Uniform Guidelines, and all EEO regulations and guidelines). Ignorance of the law(s) on the part of the Proposer will in no way relieve it from responsibility for compliance. 44. CONFLICT OF INTEREST. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. 45. MODIFICATION/WITHDRAWALS OF PROPOSALS. A Proposer may submit a modified Proposal to replace all or any portion of a previously submitted Proposal up until the Proposal due date and time. Modifications received after the Proposal due date and time will not be considered. Proposals shall be irrevocable until contract award unless withdrawn in writing prior to the Proposal due date, or after expiration of 120 calendar days from the opening of Proposals without a contract award. Letters of withdrawal received after the Proposal due date and before said expiration date, and letters of withdrawal received after contract award will not be considered. 47. EXCEPTIONS TO RFQ. Proposers must clearly indicate any exceptions they wish to take to any of the terms in this RFQ, and outline what, if any, alternative is being offered. All exceptions and alternatives shall be included and clearly delineated, in writing, in the Proposal. The City, at its sole and absolute discretion, may accept or reject any or all exceptions and alternatives. In cases in which exceptions and alternatives are rejected, the City shall require the Proposer to comply with the particular term and/or condition of the RFQ to which Proposer took exception to (as said term and/or condition was originally set forth on the RFQ). 48. ACCEPTANCE OF GIFTS, FAVORS, SERVICES. Proposers shall not offer any gratuities, favors, or anything of monetary value to any official, employee, or agent of the City, for the purpose of influencing consideration of this Proposal. Pursuant to Sec. 2-449 of the City Code, no officer or employee of the City shall accept any gift, favor or service that might reasonably tend improperly to influence him in the discharge of his official duties. 49. SUPPLEMENTAL INFORMATION. City reserves the right to request supplemental information from Proposers at any time during the RFQ solicitation process. 50. ADDITIONAL SERVICES. Although this solicitation and resultant contract identifies specific goods, services or facilities ("items"), it is hereby agreed and understood that the City, through the approval of the Department and Procurement Directors (for additional items up to $50,000) or the City Manager (for additional items greater than $50,000), may require additional items to be added to the Contract which are required to complete the work. When additional items are required to be added to the Contract, awarded vendor(s), as applicable to the item being requested, under this contract may be invited to submit price quote(s) for these additional requirements. If these quote(s) are determined to be fair and reasonable, then the additional work will be awarded to the current contract vendor(s) that offers the lowest acceptable pricing. The additional items shall be added to this contract by through a Purchase Order (or Change Order if Purchase Order already exists). In some cases, the City may deem it necessary to add additional items through a formal amendment to the Contract, to be approved by the City Manager. The City may determine to obtain price quotes for the additional items from other vendors in the event that RFQ 2018-187-WG 11 MIAMI BEACH fair and reasonable pricing is not obtained from the current contract vendors, or for other reasons at the City's discretion. Balance of Page Intentionally Left Blank RFQ 2018-187-WG 12 MIAMI BEACH SECTION 0300 SUBMITTAL INSTRUCTIONS AND FORMAT 1. SEALED RESPONSES. One original Statement of Qualifications (preferably in 3-ring binder) must be submitted in an opaque, sealed envelope or container on or before the due date established for the receipt of proposals. Additionally, ten (10) bound copies and one (1) electronic format (CD or USB format) are to be submitted. The following information should be clearly marked on the face of the envelope or container in which the proposal is submitted: solicitation number, solicitation title, proposer name, proposer return address. Statement of Qualifications received electronically, either through email or facsimile, are not acceptable and will be rejected. 2. LATE BIDS. Statement of Qualifications are to be received on or before the due date established herein for the receipt of Bids. Any Bid received after the deadline established for receipt of Statement of Qualifications will be considered late and not be accepted or will be returned to proposer unopened. The City does not accept responsibility for any delays, natural or otherwise. 3. STATEMENTS OF QUALIFICATIONS FORMAT. In order to maintain comparability, facilitate the review process and assist the Evaluation Committee in review of Statement of Qualifications, it is strongly recommended that Statement of Qualifications be organized and tabbed in accordance with the sections and manner specified below. Hard copy submittal should be tabbed as enumerated below and contain a table of contents with page references. Electronic copies should also be tabbed and contain a table of contents with page references. TAB 1 Cover Letter 1.1 Cover Letter and Table of Contents. The cover letter must indicate Proposer and Proposer Primary Contact for the purposes of this solicitation. 1.2 Response Certification, Questionnaire & Requirements Affidavit (Appendix A). Attach Appendix A fully completed and executed. TAB 2 Experience& Qualifications 2.1 Qualifications of Proposing Firm. Submit detailed information regarding the firm's history and relevant experience and proven track record of providing the scope of services similar as identified in this solicitation, including experience in providing similar scope of services to public sector agencies. For each project that the proposer submits as evidence of similar experience, the following is required: project description, agency name, agency contact, contact telephone & email, and year(s) and term of engagement. 2.2 Qualifications of Proposer Team. Provide an organizational chart of all individual personnel and sub-consultants(if applicable) to be used for this project if awarded, the role that each team member will play in providing the services detailed herein and each team members' qualifications. A resume of each individual, including education, experience, and any other pertinent information, shall be included for each respondent team member to be assigned to this contract. TAB 3 Approach and Methodology Submit detailed information on the approach and methodology how proposer plans to accomplish the proposed scope of services, including detailed information, as applicable, which addresses, but need not be limited to: • Creation of sustainable urban forest. • The education and promotion of proposed urban forest plan, including public participation in urban forest planning, management and voluntary tree plantings through links with non-profit groups and public/private partnerships. • Achieving cooperation between ownership groups in achieving City-wide urban forestry goals. RFQ 2018-187-WG 13 MIAMI BEACH 4. FINANCIAL CAPACITY. Within three (3) business days of request by the City, Each Proposer shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report (SQR) directly to the Procurement Contact named herein. No proposal will be considered without receipt, by the City, of the SQR directly from Dun & Bradstreet. The cost of the preparation of the SQR shall be the responsibility of the Proposer. The Proposer shall request the SQR report from D&B at: https:Ilsupplierportal.dnb.comlwebapplwcslstoreslservletISupplierPortal?storeld=11696 Proposers are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each Proposer review the information contained in its SQR for accuracy prior to submittal to the City and as early as possible in the solicitation process. For assistance with any portion of the SQR submittal process, contact Dun &Bradstreet at 800-424-2495. 5. ADDITIONAL INFORMATION OR CLARIFICATION. After proposal submittal, the City reserves the right to require additional information from Proposers (or Proposer team members or sub-consultants) to determine: qualifications(including, but not limited to, litigation history, regulatory action, or additional references); and financial capability (including, but not limited to, annual reviewed/audited financial statements with the auditors notes for each of their last two complete fiscal years). RFQ 2018-187-WG 14 RAMI BEACH SECTION 0400 STATEMENTS OF QUALIFICATIONS EVALUATION 1. Evaluation Committee. An Evaluation Committee, appointed by the City Manager, shall meet to evaluate each Statement of Qualifications in accordance with the requirements set forth in the solicitation. If further information is desired, Proposals may be requested to make additional written submissions of a clarifying nature or oral presentations to the Evaluation Committee. The evaluation of Statement of Qualifications will proceed in a two-step process as noted below. It is important to note that the Evaluation Committee will score the qualitative portions of the Statement of Qualifications only. The Evaluation Committee does not make an award recommendation to the City Manager. The results of Step 1 & Step 2 Evaluations will be forwarded to the City Manager who will utilize the results to make a recommendation to the City Commission. In the event that only one responsive proposal is received, the City Manager, after determination that the sole responsive proposal materially meets the requirements of the RFP, may, without an evaluation committee, recommend to the City Commission that the Administration enter into negotiations. The City, in its discretion, may utilize technical or other advisers to assist the evaluation committee in the evaluation of proposals. 2. Step 1 Evaluation. The first step will consist of the qualitative criteria listed below to be considered by the Evaluation Committee. The second step will consist of quantitative criteria established below to be added to the Evaluation Committee results by the Department of Procurement Management. An Evaluation Committee, appointed by the City Manager, shall meet to evaluate each Statement of Qualifications in accordance with the qualifications criteria established below for Step 1, Qualitative Criteria. In doing so, the Evaluation Committee may review and score all proposals received, with or without conducting interview sessions. Step 1 -Qualitative Criteria Maximum Points Proposer Experience and Qualifications 60 Approach and Methodology 40 TOTAL AVAILABLE STEP 1 POINTS 3. Step 2 Evaluation. Following the results of Step 1 Evaluation of qualitative criteria, the Proposer may receive additional quantitative criteria points to be added by the Procurement Department to those points earned in Step 1, as follows. Step 2-Quantitative Criteria Maximum Points Veterans Preference 5 TOTAL AVAILABLE STEP 2 POINTS 5 RFQ 2018-187-WG 15 MIAMI BEACH 4. Determination of Final Ranking. At the conclusion of the Evaluation Committee Step 1 scoring, Step 2 Points will be added to each evaluation committee member's scores by the Department of Procurement Management. Step 1 and 2 scores will be converted to rankings in accordance with the example below: Proposer Proposer Proposer A B C Ste. 1 Points 82 76 80 Committee Ste. 2 Points 22 15 12 Member 1 Total 104 91 92 Rank 1 3 2 Step 1 Points 79 85 72 Committee Ste. 2 Points 22 15 12 Member 2 Total 101 100 84 Rank 1 2 3 Step 1 Points 80 74 66 Committee Ste. 2 Points 22 15 12 Member 2 Total 102 89 78 Rank 1 2 3 Low Aggregate Score 3 7 8 Final Ranking* 1 2 3 * Final Ranking is presented to the City Manager for further due diligence and recommendation to the City Commission. Final Ranking does not constitute an award recommendation until such time as the City Manager has made his recommendation to the City Commission, which may be different than final ranking results. RFQ 2018-187-WG 16 APPENDIX A /4, A om% ;: a. Response Certification , Questionnaire & Requirements Affidavit ...____..................................... ...........__.__._.........._._. RFQ 2018- 187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2018-187-WG 17 MIAMI BEACH Solicitation No: Solicitation Title: 2018-187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT Procurement Contact: Tel: Email: William Garviso, CPPB (305)673-7000#6650 WilliamGarviso@miamibeachfl.gov STATEMENTS OF QUALIFICATIONS CERTIFICATION, QUESTIONNAIRE& REQUIREMENTS AFFIDAVIT Purpose: The purpose of this Response Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposals of certain solicitation and contractual requirements, and to collect necessary information from Proposals in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Statement of Qualifications Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: NO.OF YEARS IN BUSINESS: NO.OF YEARS IN BUSINESS LOCALLY: NO.OF EMPLOYEES: OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS(HEADQUARTERS): CITY: STATE: ZIP CODE: TELEPHONE NO.: TOLL FREE NO.: FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPHONE NO.: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: FEDERAL TAX IDENTIFICATION NO.: The City reserves the right to seek additional information from proposer or other source(s), including but not limited to:any firm or principal information, applicable licensure, resumes of relevant individuals, client information, financial information, or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. RFQ 2018-187-WG 18 MIAMI BEACH 1. Veteran Owned Business.Is Proposer claiming a veteran owned business status? YES NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member(spouse, parent, sibling, and child)who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns,either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s)of any officer,director,agent,or immediate family member (spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns,either directly or indirectly,an interest of ten(10%)percent or more in the Proposer entity or any of its affiliates 3. References & Past Performance. Proposer shall submit at least three (3) references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. 4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or had a contract cancelled due to non-performance b an public sector agency? YES NO SUBMITTAL REQUIREMENT: If answer to above is"YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with,the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions,as prescribed therein,including disqualification of their Proposals,in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities(including your sub-consultants)with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly,of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. 6. Code of Business Ethics.Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its proposal/response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of Ethics,available at http://www.miamibeachfl.gov/city-hall/procurement/ RFQ 2018-187-WG 19 MIAMI BEACH 7. - != •- _ - - - •• •• , benefits. benefits- benefits- to implement same(in a particular year). 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals,to provide"Equal Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor's employees located in the United States,but outside of the City of Miami Beach limits,who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? YES NO B. Does your company provide or offer access to any benefits to employees with (same or opposite sex)domestic partners*or to domestic partners of employees? YES NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified.Note:some benefits are provided to employees because they have a spouse or domestic partner,such as bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance. BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at http://www.miamibeachfl.gov/city-hall/procurement/procurement-related-ordinance- and-procedures/ RFQ 2018-187-WG 20 MIAMI BEACH 9. Public Entity Crimes.Section 287.133(2)(a), Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal,proposal,or reply on a contract to provide any goods or services to a public entity;may not submit a proposal, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor,supplier, subcontractor,or consultant under a contract with any public entity;and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Non•Discrimination. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a) of the City Code, including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race, color, national origin, religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. 12. Fair Chance Requirement.Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: No additional submittal is required at this time. By virtue of executing this affidavit, Proposer certifies that it has adopted policies,practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity. 13. Acknowledgement of Addendum. After issuance of solicitation,the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. RFQ 2018-187-WG 21 M AMI BEACH DISCLOSURE AND DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach(the"City")for the recipients convenience. Any action taken by the City in response to Statement of Qualifications made pursuant to this solicitation, or in making any award, or in failing or refusing to make any award pursuant to such Statement of Qualifications,or in cancelling awards,or in withdrawing or cancelling this solicitation,either before or after issuance of an award,shall be without any liability or obligation on the part of the City. In its sole discretion,the City may withdraw the solicitation either before or after receiving Statement of Qualifications,may accept or reject Statement of Qualifications, and may accept Statement of Qualifications which deviates from the solicitation, as it deems appropriate and in its best interest. In its sole discretion, the City may determine the qualifications and acceptability of any party or parties submitting Statement of Qualifications in response to this solicitation. Following submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances, including financial and disclosure data, relating to the Statement of Qualifications and the applicant including, without limitation, the applicant's affiliates,officers,directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposals. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete. The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents, or on any permitted communications with City officials, shall be at the recipient's own risk. Proposals should rely exclusively on their own investigations, interpretations, and analyses.The solicitation is being provided by the City without any warranty or representation,express or implied, as to its content, its accuracy, or its completeness. No warranty or representation is made by the City or its agents that any Statement of Qualifications conforming to these requirements will be selected for consideration, negotiation,or approval. The City shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made. Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer, is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Statement of Qualifications submitted to the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Statement of Qualifications. This solicitation is made subject to correction of errors,omissions,or withdrawal from the market without notice. Information is for guidance only,and does not constitute all or any part of an agreement. The City and all Proposals will be bound only as, if and when a Statement of Qualifications, as same may be modified,and the applicable definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of the definitive agreements executed among the parties.Any response to this solicitation may be accepted or rejected by the City for any reason,or for no reason,without any resultant liability to the City. The City is governed by the Government-in-the-Sunshine Law, and all Statement of Qualifications and supporting documents shall be subject to disclosure as required by such law.All Statement of Qualifications shall be submitted in sealed proposal form and shall remain confidential to the extent permitted by Florida Statutes, until the date and time selected for opening the responses. At that time, all documents received by the City shall become public records. Proposals are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Statement of Qualifications,the Proposer acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the Statement of Qualifications,and authorizes the release to the City of any and all information sought in such inquiry or investigation. Each Proposer certifies that the information contained in the Statement of Qualifications is true,accurate and complete,to the best of its knowledge,information,and belief. Notwithstanding the foregoing or anything contained in the solicitation, all Proposals agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation,or any response thereto, or any action or inaction by the City with respect thereto, such liability shall be limited to $10,000.00 as agreed-upon and liquidated damages. The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation,it is understood that the provisions of this Disclosure and Disclaimer shall always govern. The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. RFQ 2018-187-WG _ 22 1 MI BEACH PROPOSER CERTIFICATION I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all attachments, exhibits and appendices and the contents of any Addenda released hereto, and the Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions contained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the Statement of Qualifications Certification, Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative: Signature of Proposer's Authorized Representative: Date: State of FLORIDA ) On this day of , 20_,personally appeared before me who County of ) stated that(s)he is the of , a corporation, and that the instrument was signed in behalf of the said corporation by authority of its board of directors and acknowledged said instrument to be its voluntary act and deed. Before me: Notary Public for the State of Florida My Commission Expires: RFQ 2018-187-WG 23 APPENDIX B • " No Bid " Form .... ..... . ........ . ._...... ....... . ........ . __..... ......... .... ..... ._.... .... RFQ 2018- 187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Note: It is important for those vendors who have received notification of this solicitation but have decided not to respond, to complete and submit' the attached "Statement of No Bid." The "Statement of No Bid" provides the City with information on how to improve the solicitation process. Failure to submit a "Statement of !o Bid",rnho rps l ip rho being notified of future solicitations by the RFQ 2018-187-WG 24 MIAMI BEACH Statement of No Bid WE HAVE ELECTED NOT TO SUBMIT A STATEMENTS OF QUALIFICATIONS AT THIS TIME FOR REASON(S) CHECKED AND/OR INDICATED BELOW: Workload does not allow us to proposal Insufficient time to respond _ Specifications unclear or too restrictive Unable to meet specifications Unable to meet service requirements Unable to meet insurance requirements _Do not offer this product/service _OTHER. (Please specify) We do_do not_want to be retained on your mailing list for future proposals of this type product and/or service. Signature: Title: Legal Company Name: Note: Failure to respond, either by submitting a proposal or this completed form, may result in your company being removed from our vendors list. PLEASE RETURN TO: CITY OF MIAMI BEACH PROCUREMENT DEPARTMENT ATTN: William Garviso, CPPB STATEMENTS OF QUALIFICATIONS #2018-187-WG 1755 MERIDIAN AVENUE, 3rd FLOOR MIAMI BEACH, FL 33139 RFQ 2018-187-WG 25 APPENDIX C AMA • H >"k Scope of Work ____. ......_. _._.......... RFQ 2018- 187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2018-187-WG_____ 26 MIAMI BEACH Cl. Scope of Work Required. The purpose of this Request for Qualifications (RFQ) is to solicit statements of qualifications from qualified candidates, to conduct a fair and extensive evaluation based on criteria listed herein, that will best coordinate with City Staff and an engaged citizenry to develop a Urban Forestry Master Plan (the "Plan") essential to managing the City's trees. The plan should establish a clear set of priorities and objectives, while recognizing the collective ecological, environmental, economic, cultural and social contributions of the City's trees. The Plan will be a guide to aid in the management, maintenance and future planting of trees throughout the City by providing a sustainable and strategic framework. It will contribute to the public and private urban forest, for the benefit of all, through appropriate tree planting, maintenance and reinforcement of the City's ongoing commitment to the protection and planting of trees. The selected candidate will produce an Urban Forestry Master Plan in a series of sequential steps that will allow for suitable public input and careful review of the draft and final document. The final plan will be written to be easily understood by the general public, with technical information and methodologies referenced in the appendices. Three submittal steps are required as follows: • Produce a Draft Version of the City of Miami Beach Urban Forestry Master Plan- The consultant/firm will maintain a weekly liaison with the City Urban Forester. This liaison will occur during development of the draft plan to coordinate and discuss the plan's scope, organization, content, and to report progress. • Review Draft Version of the Urban Forestry Master Plan- The consultant/firm will deliver an electronic copy on flash drive, in Microsoft Word format of the draft plan to the City Urban Forester for distribution to City staff for review and comment. The consultant/firm shall make a public presentation on-site in Miami Beach explaining the plan, answering questions, and soliciting feedback. It is anticipated that City officials, and the public will attend the presentation. The City Urban Forester and City staff will consolidate comments and provide feedback and recommendations to the consultant/firm for inclusion in the final plan. The consultant will attend three (3) public committee/commission meetings and one (1) public engagement meeting. • Produce the Final Version of the Urban Forestry Master Plan- The consultant/firm will produce a final plan based on feedback and recommendations provided by City staff and the City Urban Forester. The consultant/firm shall maintain liaison with the City Urban Forester to coordinate plan revisions. The consultant/firm shall deliver an electronic copy on flash drive, in Microsoft Word format of the final plan to the City Urban Forester. The consultant/firm shall make a final presentation on-site in Miami Beach explaining the final plan to the City Commission. The following provides a detailed breakdown of what is required as part of the Urban Forestry Master Plan: I. Introduction a. An introduction should be provided describing the importance of a sustainable urban forest to the City of Miami Beach; consideration of the urban forest as 'green infrastructure' should be given prominence. Areas to be addressed should include energy conservation; aesthetic value; watershed health & stormwater management; carbon sequestration potential; increase in property value; attainment of public health goals; wildlife value; unique challenges faced due to climate change and sea level rise. RFQ 2018-187-WG 27 MIAMI BEACH II. Summary of the Urban Forestry Master Plan a. A synopsis of the important findings of the plan including goals, and recommended objectives and actions. b. Integration of the Urban Forestry Master Plan with the city's CIP Program, Parks & Recreation long- term plans, and Stormwater Management Master Plan. Ill. Resources a. Urban Forest Resource Assessment i. Provide an historical overview of tree canopy coverage within the City and surrounding areas, including pre-urban land uses. ii. An assessment of soils, hydrology, topography, and general climatic conditions and its relation to trees and urban forestry. iii. Quantify the extent of urban forest canopy coverage. 1. Assess canopy coverage for the incorporated areas of the City and identify prominent gaps. 2. Assess tree coverage by suitable land use category using zoning as a basis, Suggested categories: Industrial, Commercial, Low density Residential, High Density Residential, Parkland, Public rights-of-way, Public Property etc. 3. Quantify canopy cover by watershed. 4. Quantify canopy coverage by heat island index 5. Assess street tree stocking levels or sidewalk canopy coverage by appropriating sampling techniques within land use categories. iv. The quality of the urban forest should be analyzed by appropriate remote sensing techniques and field sampling in terms of: 1. Age and Species 2. General Condition 3. Pest and Disease Problems 4. Tree Maintenance Requirements This analysis should be broken down into the following geographic patterns: Citywide, downtown planted trees, trees within public rights-of-way, industrial and commercial landscaping, parks and natural areas. v. Quantitative analysis of the value of the urban forest as a resource should be calculated. The value to the city of the urban forest in terms of total annual benefits, energy conservation, stormwater filtration, air quality improvement, carbon dioxide removal, carbon dioxide storage and structural values should be provided through appropriate software such as i-Tree Eco. b. Community Vision and Community Resource Assessment i. Assess the importance of urban forestry and desired functions of the urban forest, to the community leadership groups of the City. ii. Assess the views and attitudes of the citizens and interested groups regarding the urban forest and, in particular, the desired functions it should provide. iii. Assess the future of the urban forest and how to plan for future conditions that will result RFQ 2018-187-WG 28 MIAMI BEACH from our changing climate, including sea level rise, extreme heat and severe storms. iv. Define the groups and organizations that have a particular interest in the urban forest and have skills and willingness to assist. v. Define existing goals and policies of adopted plans of the City and county that have had an impact on the existing urban forest. vi. Conduct a sufficient number of public meetings and outreach to engage, educate, receive input and integrate public comments. vii. Meet with City Urban Forester and additional City staff(Greenspace Management, Planning Department, Public Works, and CIP etc.)to discuss current practices and tree maintenance issues. Catalog and identify recurrent issues, while also noting points of contention between staff and the public. c. Management Resource Assessment i. Management structure responsible for City urban forestry: Private; State; County; City (FDOT, Miami Dade County, Urban Forestry Division, Greenspace Management Division etc.) ii. Staffing, skills, and program resources available for individual departments: Staffing level skills and qualifications of employees; tree maintenance equipment; tree management technology. iii. State and Federal resources available to help manage the City's urban forest. iv. Existing budget, available funding for urban forestry. v. Provide overview of future grant opportunities. IV. Existing Management and Regulation of the Urban Forest a. Assess ownership responsibility, management, organization and practice within the City departments (Public Works; CIP; Planning; Environment and Sustainability; Parks and Recreation) Areas to be examined include: Tree Inventory and Data, Tree Hazard/ Risk Assessment Inspections, Nuisance Tree Response, Emergency Storm Response, Disease Diagnosis, Tree Maintenance Work, Reforestation/Tree Planting. b. Assess and evaluate the effectiveness of City ordinances, policies and procedures affecting the urban forest: i. Requirements for preserving existing tree canopy ii. Tree protection standards for development sites and City projects iii. Reforestation standards and procedures for private and public development projects iv. Permitting for planting tree projects within the public right-of-way v. Protection of Commemorative and Heritage Trees vi. Ownership and responsibility for tree care within the public right-of-way vii. Fines, penalties and corrective actions for illegal tree removal, tree abuse and tree preservation code violations. c. General care, maintenance and management of the urban forest on private and other public lands (FDOT, Miami Dade County etc.). V. Analysis, Development and Discussion The plan should provide an analysis and discussion of the entire urban forest, its management, and citizen attitudes and concerns expressed within the City. Alternative ways of advancing policy and improving RFQ 2018-187-WG 29 M AMI BEACH management should be discussed. The following areas should be addressed, discussed and or developed: a. The nature of the urban forest in the City of Miami Beach in quantitative and qualitative terms with regard to: i. The Urban Forest Canopy ii. Street Tree Levels and Planting Projects iii. Urban Forest Management iv. Utility Corridor Management b. Thorough review, evaluation and potential incorporation of major tenants present in the City Transportation Masterplan, Bicycle Pedestrian Master Plan, Greenway Master Plan, Street Design Guidelines, Stormwater Management Master Plan, Blueways Master Plan, Urban Forestry Division tree preservation, protection, emergency tree removal and installation standards along with any other applicable tree maintenance/tree planting related City standards, Million Trees Miami initiative and Miami Dade County Urban Tree Canopy Assessment (2016). Regulatory alternatives should be discussed and comparison made with other cities with similar regional and demographic characteristics. c. The actual and potential value of Miami Beach's urban forest with regard to storm water, air quality, energy conservation, property values, carbon storage and aesthetics. d. Particular problems noted in providing a sustainable tree cover with the City. Areas to be considered include: Tree-infrastructure conflicts; incentives to private property owners to maintain and create canopy cover; risk and liability issues; tree disease and insects; invasive plant species; tree work by unqualified contractors; loss of tree canopy through hyper development; challenges encountered due to climate change, flooding and sea level rise. e. Develop and or revise a recommended tree palette and street tree planting plan incorporating increased species diversity, use of Florida Native tree species, high salt tolerance and anticipated adjustments due to climate change and sea level rise. Should also include specific guidelines as to which trees (per developed tree palette)can be used on a street by street basis for planting vacant spaces, replacement for trees lost due to storms, disease, vehicular accidents, senescence etc. f. Develop a recommended tree pruning interval matrix by species and associated costs. g. Develop and or recommend potential changes to the City's current tree valuation standards. h. Identify and recommend coordination techniques for line clearing and other overhead utility conflicts with outside utility companies. VI. Goals, Objectives and Actions The plan should provide a concise and clearly written set of general goals, each of which shall specify recommended objectives and suggested actions that will direct achievement of the goals. Areas to be addressed may include: a. Establishing Urban Tree Canopy coverage goals and timelines by land use category and overall city coverage. b. The organizational structure and staffing responsible for overall inspection and management of public trees. c. Strategies/implementation of recommended changes for the inspection, maintenance, emergency storm response and risk management of the urban forest. d. Incorporation of any recommendations/changes pertaining to mitigation of climate change, flooding and sea level rise. e. Ensure incorporation of recommendations and compatibility of urban forestry related tenants as present within the City Transportation Masterplan, Bicycle Pedestrian Master Plan, Greenway Master Plan, Street Design Guidelines, Stormwater Management Master Plan, Blueways Master RFQ 2018-187-WG 30 MIAMI BEACH Plan, Urban Forestry Division tree preservation, protection, emergency tree removal and installation standards along with any other applicable tree maintenance/tree planting related City standards, Million Trees Miami initiative and Miami Dade County Urban Tree Canopy Assessment(2016). f. Species diversity, native species population and age distribution of the urban forest. g. Implementation of the developed/revised City tree palette and street tree planting plan. h. Implementation of coordination techniques for line clearing and overhead utility conflicts with outside utility companies. i. Implementation of any recommended changes to the City's tree valuation standards. j. Education and promotion of the urban forest, including public participation in urban forest planning, management and voluntary tree plantings through links with non-profit groups and public/private partnerships. k. Achieving cooperation between ownership groups in achieving City-wide urban forestry goals. I. Achieving financial support for the goals and objectives defined in the plan. m. Provision of oversight and responsibility for promoting the plan, achieving its goals, overseeing its progress and updating the plan. VII. Appendices The plan shall contain appendices relating to the following: a. A photographic inventory to illustrate issues relating to the urban forest. b. List of plan reviewers. c. Copies of existing City ordinances and policies. d. Copies of relevant ordinances from other urban areas. e. Copies of disaster management plan f. Copies of management standards and BMPs (for tree maintenance, tree installations — including incorporation of latest techniques such as silva-cells and related products, engineered soils, etc.) g. Methodologies for forest resource assessment. h. Reference Sources. i. Glossary of commonly used definitions/standard terms. RFQ 2018-187-WG 31 APPENDIX D r , A :sms 1 'lltompolog Special Conditions ........ _....... . ...... .. ... .. .... .. RFQ 2018- 187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2018-187-WG 32 MIAMI BEACH 1. TERM OF CONTRACT. This contract shall commence upon the date of final execution of an agreement and shall remain in effect until such time as the awarded firm delivers to the City a final plan, which includes an electronic copy on flash drive, in Microsoft Word format, and presents to the City Commission, on-site, an explanation of the final plan. 2. CHANGE OF PROJECT MANAGER.A change in the Consultant's project manager(as well as any replacement) shall be subject to the prior written approval of the City Manager or his designee (who in this case shall be an Assistant City Manager). Replacement (including reassignment) of an approved project manager or public information officer shall not be made without submitting a resume for the replacement staff person and receiving prior written approval of the City Manager or his designee(i.e. the City project manager). 3. SUB-CONSULTANTS. The Consultant shall not retain, add, or replace any sub-consultant without the prior written approval of the City Manager, in response to a written request from the Consultant stating the reasons for any proposed substitution. Any approval of a sub-consultant by the City Manager shall not in any way shift the responsibility for the quality and acceptability by the City of the services performed by the sub-consultant from the Consultant to the City. The quality of services and acceptability to the City of the services performed by sub-consultants shall be the sole responsibility of Consultant. 4. NEGOTIATIONS. Upon approval of selection by the City Commission, negotiations between the City and the selected Proposer (s) will take place to arrive at a mutually acceptable Agreement, including final scope of services, deliverables and cost of services. RFQ 2018-187-WG 33 APPENDIX E A Insurance Requirements RFQ 2018- 187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2018-187-WG 34 t„..sr Ai\s\ I b1001/-v INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. XXX 1. Workers' Compensation and Employer's Liability per the Statutory limits of the state of Florida. XXX 2. Comprehensive General Liability (occurrence form), limits of liability $ 1,000,000.00 per occurrence for bodily injury property damage to include Premises/ Operations; Products, Completed Operations and Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement exactly as written in "insurance requirements" of specifications). XXX 3. Automobile Liability- $1,000,000 each occurrence-owned/non-owned/hired automobiles included. XXX 4. Professional Liability Insurance in an amount not less than $2,000,000.000 with deductible per claim, if any, not to exceed 10%of the limit of liability. XXX 5. The City must be named as and additional insured on the liability policies; and it must be stated on the certificate. 6. Other Insurance as indicated: Builders Risk completed value $ .00 Liquor Liability $ .00 Fire Legal Liability $ .00 Protection and Indemnity $ .00 Employee Dishonesty Bond $ .00 Other $ .00 XXX 7. Thirty(30) days written cancellation notice required. XXX 8. Best's guide rating B+:VI or better, latest edition. XXX 9. The certificate must state the proposal number and title The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. -- RFQ 2018-187-WG 35 ATTACHMENT C CONSULTANTS RESPONSE TO THE (RFQ) 1/29/2019 Detail by Entity Name DIVISION OF CORPORATIONS ;Dimon cp iw official Nair f Florida rre sit Department of State / Division of Corporations / Search Records / Detail By Document Number / Detail by Entity Name Foreign Profit Corporation DAVEY RESOURCE GROUP, INC. Filing Information Document Number F17000004547 FEI/EIN Number 82-1948528 Date Filed 10/10/2017 State OH Status ACTIVE Principal Address 1500 NORTH MANTUA STREET KENT, OH 44240 Mailing Address 1500 NORTH MANTUA STREET KENT, OH 44240 Registered Agent Name&Address C T CORPORATION SYSTEM 1200 SOUTH PINE ISLAND ROAD PLANTATION, FL 33324 Officer/Director Detail Name&Address Title DP COVEY, PATRICK M 1500 NORTH MANTUA STREET KENT, OH 44240 Title DVP REPENNING, BRENT R 1500 NORTH MANTUA STREET KENT, OH 44240 Title S PAUL, JOSEPH R 1500 NORTH MANTUA STREET KENT. OH 44240 http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=DAVEYRE... 1/2 1/29/2019 Detail by Entity Name Title T BAST, CHRISTOPHER J 1500 NORTH MANTUA STREET KENT, OH 44240 Title controller sears, thea r 1500 NORTH MANTUA STREET KENT, OH 44240 Title VP Joehlin, Kenneth 1500 NORTH MANTUA STREET KENT, OH 44240 Title VP McCabe, John, Ill 1500 NORTH MANTUA STREET KENT, OH 44240 Title Secretary Erika, Schoenberger J 1500 NORTH MANTUA STREET KENT, OH 44240 Annual Reports Report Year Filed Date 2018 01/02/2018 2019 01/08/2019 Document Images 01/08/2019--ANNUAL REPORT View image in PDF format I 01/02/2018—ANNUAL REPORT View image in PDF format 10/10/2017—Foreign Profit View image in PDF format I Florida Department of State,Division of Corporations http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=DAVEYRE... 2/2 Detail by Entity Name Page 1 of 2 Florida Department of State DIVISION OF CORPORATIONS DIY1:liO11 Qrf f ltii . . •org ,01)P,C)14 KAT; ; cat official:late of Florida Website Department of State / Division of Corporations / Search Records / Detail By Document Number/ Detail by Entity Name Foreign Profit Corporation DAVEY RESOURCE GROUP, INC. Filing.Information Document Number F17000004547 FEI/EIN Number 82-1948528 Date Filed 10/10/2017 State OH Status ACTIVE Principal Address 1500 NORTH MANTUA STREET KENT, OH 44240 Mailing Address 1500 NORTH MANTUA STREET KENT, OH 44240 Registered Agent Name&Address C T CORPORATION SYSTEM 1200 SOUTH PINE ISLAND ROAD PLANTATION, FL 33324 Officer/Director Detail Name&Address Title DP COVEY, PATRICK M 1500 NORTH MANTUA STREET KENT, OH 44240 Title DVP REPENNING, BRENT R 1500 NORTH MANTUA STREET KENT, OH 44240 Title S PAUL, JOSEPH R file:///F:/PURC/Solicitations/2018/2018-187-WG%20RFQ%2OUrban%20Forestry%20Ma... 11/9/2018 Detail by Entity Name Page 2 of 2 1500 NORTH MANTUA STREET KENT, OH 44240 Title T BAST, CHRISTOPHER J 1500 NORTH MANTUA STREET KENT, OH 44240 Title controller sears,thea r 1500 NORTH MANTUA STREET KENT, OH 44240 Annual Reports Report Year Filed Date 2018 01/02/2018 Document Images 01/02/2018--ANNUAL REPORT View image in PDF format 10/10/2017--Foreign Profit View image in PDF format Florida Department of State.Division of Corporations file:///F:/PURC/Solicitations/2018/2018-187-WG%2ORFQ%20Urban%20Forestry%20Ma... 11/9/2018 1 To: Faye 2 of 6 2017.10-09 15.4434 CST 12122023573 From Kimberly Laughrey 1062017 Oi iwon of Corporations Flo .da ! - pa en. of at *r:i ^,lin ►u - r}r; - ►„ Note: Please print this page and use it as a cover sheet. Type the fax audit number (shown below) on the top and bottom of all pages of the document. (((H 17000265831 3))) 111IM 111111111111 11111 11111 11111 11111 111111111111111 1111111111111111111111111111111111III)DII 1101111 HI 70002658313ABC(: Note: DO NOT hit the REFRESH/RELOAD button on your browser from this page. Doing so will generate another cover sheet. ,= To: �—s- Division of Corporations 3 '. Fax Number : (850)617-638P Clr .... r ;� From: O Account Name C T CORPORATION SYSTEMi •r• t, Account Number FCA000000023 _a. Phone : (512)418-6949 ..7 Fax Number : (954)208-0845 a �II L • c.) "Enter the email address for this business entity to be used for future annual report mailings. Enter only one email address please.'* Email Address: r- ~ FOREIGN PROFIT/NONPROFI`i. CORPORATION j `''. - Davey Resource Group, Inc. Certificate of Status 0 I CD Certified Copy_ ____-----_---..-._... l_____.. _-- _ = Page Count I 05 2 LEstimated Charge _ IL $70.00 J •N ,-,_ °\ liltp%-hefilc..:rmDii.orgtscriplefefJcow.are. 1'2 1 1 To. Page 3 of 6 2017-10-09 15.44 34 CST 12122023573 From: Kimberly Loughrey COVERL.r1T TO: Registration Section Division of Corporations SUBJECT: Davey Rcsmrrce Group,Inc. Name of corporation- must include suffix • Dear Sir or Madam: • The enclosed "Application by Foreign Corporation for Authorization to Transact Business in Florida." -Certificate of Existence,"or"Certificate of Good Standing" and check arc submitted to register the above relcrenccd foreign corporation to transact business in Florida. Please return all correspondence concerning this matter to the following: Nlariorie L. C:vnaLT Name of Person The Davey Tic Expert Cornp cy. Firm/Ccnpsly •- - ---- ----- - . - - 1500 North Mantua Street 's'• Kent,Ohio 44240 -------------•-----•------------•---- City/State and Zip code •--------•----_.._ ._-- :neon ncr0.0avey.co n: -�— — -� -- E-to;trl adclress:(to be used for future annual report notification) For further information concerning this matter,please call: Marjorie I..Conner ____ ---__---- at( 330 _-- )673-9511 Name of Person Area Code Daytime Telephone Number STRE T/COUR1ER ADDRESS: NIAU.1NG ADDRESS: Registration Section Registration Section Division ut Corporations Division of Corporations Clifton Building P.O. Box 6327 2661 Executive Center Circle Tallahassee, FL 32314 Tallahassee, FL 32301 Enclosed is u cheek for the following amount: S70.00 Filing Fcc O S7S.75 Filing Fee& 0 $78.75 Filing Fee .4: 0 $87.50 Filing Fee, Certificate of Status Ccrtic :d Copy Certificate of Status 8. • Certified Copy • rt�1.3.:411,1•:::: • To: Page 4 of 6 2017-10.09 15 4434 CST 1 21 2202357 3 From Kimberly Laughtey APPLICATION BY FOREIGN CORPORATION FOit AUTHORi7.ATION TO TRANSACT BUSINESS IN FLORIDA LV COMPLl.•INCE WITH SECTION 607.1.503, FLORIDA STA77)TF.S, TNR FOLLOWING ISS11BA•117 h'D TO REGISTER;1 1•'OiiliIG.'V CORPORATION TO 'IRA NSA CT BUSINE.SS IN THE S1:•1TE OF FLOltlh•t. ( t.:ivey Resource.(irnup, inc. • (Enter nanic olcorporation; must include"INCORPORATED," "COMPANY," "CORPORA-110N." Inc.,' "Co..".'Corp' "Inc, "Co,'or"Corp.") _________- (Itnanic unavailable in Florida.enter alternate corporate name adopted for the purpose of transacting business in Florida) Ohio 3. l2-(9.1528 r'State or country under the law of which it is incorporated) ^r. (FI?1 number,if applicable) 06:19!2017 5• Perpetual - -- -'Date of incorporation'} (Date i (Date of duration.if other than perpetual) 6. Upon Quali fication -_ - (pate first transacted husincs..in Flonda,if prior to registration) (SEF.SECTIONS 6117 1501 Sr 607.1502. I7.S.,so determine penalty liability) 7. 1500 North Nlartua Street,Kent,OH 44240 �.--------•-_..-.-.---- --_ _ '-_._.. (Principal office ad-xess) 4— :rr SLUM: ! �__..._..r-y (Currant!nailing aJdres., if dill'erent) O S. Nance and streetaddress of Florida registered agent: (P.O. Box 'NOT acceptable) er `, - 'i Name: C T Corporation SSatctn Office Address: 1200 South Pine Island Road •" cry Plantation , Florida 33324_ (City) (Zip code) 9. Registered agent's acceptance: I/ovinf been named as registered argent and to accept service of procc':.c for the above seated corporation at the place designated in this application.I hereby accept the appointment us registered agent and agree to act In this capacity. I further agree to comply with the provisions of all statutes relative to the proper and complete performance of my duties. and l ant familiar with anti accept the obligations oJ'm►•position as registered agent C 1'Corporation ystcm James M. Halpin — Assistant Secretary (Registered agent'>signature) r,l 10. .Attached is a certiricate of existence duly authenticated,not more than 90 days prior to delivery of this application to the Department of`tate, by the Secretary of State or other official having custody of corporate records in the jurisdiction under the law of which it is incorporated. 1::7'I•Ci;Tr,).l hay�,y,qn l�kne 1 . � • To Page 5c«s 2c1r.1o.oy1s=z^ CST 12122023573 From: Kimberly invm»=v | i Nzn/c.and hu,inmsaddroses o[nfficooand/or directors: A. DIRECTORS (-hal:man: - _____• _ ``��``�� ViceChairman: ______-_----__-_------�---------------''----� ---------- Address: '------ ----''--- '-------------- ------- Dhecm,: Patrick NI _____________ xadre,6: 15mVNorth manmaStreet Kent,Ou442v0 mire:,or: .een_14•Rrntmning. .... _____�__�_____�_�__ _______.__.�� ________ Address: .|500 NurthAirito Sorel Kent,OH 44240 B. OFFICERS Patrick NI.Covey pz^ixm,: ��ey__'-----�'------------- ----� ------_---_-------_- - -----' Address: 1500m000Mapus Street _________________ Keiji,OH 44240---'__---_'-_-__-'__'_---_-__'---__-_-_- '_--_- -'_____-----_-_- Vice President: _BrentIt. i Address: _15wVNot thMantua Street _�r____ _ .- -. Kent,OH 44240--_--'-_---_'-_'_ -_-_--�_-_-_-''--�_'---~_--.__-_'__�� , * Secretary: Sc"senhR. Paul •^ , _,__ ' Address: 15O0North x4no�m�oe�.Keot��m��4) -_- ' ' ` Treasurer; Ch[�� • u�, p»~ � ~^ --�� v ° 4.0 Address: 1500 North Mantua Street,Kent Ohio 442*0 NOTE/ If',wces.nrv.you may ottach on addendum to the application Iistin uddit.ioiialofficers and/w,diveuu/s. • 12. _ �__ —� Signature o[Director or Officer • The officer or director signing this document(and who is listed in number I I above)affirms that the facts stated herein are true and that he or she is aware that false information submitted in a document to thc Department of State constitutes mthird del.,,rrp felony u::provided for|o".8|7.\95, F.S. • 13. R | Sec��_________'_____--_--__''_----_-_ (Typed or printed name and capacity of person signing application) 'Lu"•°°'Ni^ "°°"*+= To. Page 6 of 6 2017-10-09 15 4434 CST 12122023573 From: Kimberly Laughrey UNITED STATES OF AMERICA STATE OF OHIO OFFICE OF THE SECRETARY OF STATE 1. ,Jon Misted do hereby c•ert>i= that 1 am the duly elected, qualified and present acting Secretary of State for the State of Ohio...ond as such have custody of the records !Jj oho !.snd Foreign business entities; that said records show DA l'EY RESOURCE GROUP, INC.. cm Ohio cr,r puratioll, Charter No. 4040871. having its principal location in Kent. County of•Portage• tray incorporated on .lane 19, • 2017 and is currently in GOOD SANDING 'Ton 11.u.'records of-this office. • _-' )f'ittartss ntt• hand and the seal ()Phi: �-Ct(ET,A \ 54,. �l R�.•.. Sccrc•rarr ol•.S7ate at Cottunhua. Ohio 4� �� this 9th clut'of Octoher• A.1). 21117. f • J\ ..2. . • ..."7"" •••••••+:44 tr.! 904/ /7413 JfIP4 �� O,`• �sL Ohio Secretary of Slate Validation Number: 201728201836 1 .7,;, Calvin,Giordano S Associates,Inc. EXCEPTIONALSOLUTIONS' DAvor :‘,. Resource Group Electronic URBAN FORESTRY MASTER PLAN DEVELOPMENT RFQ# 2018-187-WG Prepared` CITY OF MIAMI BEACH Due Date/Time: For: 1755 Meridian Avenue, 3TC Floor JUNE 11, 2018 Miami Beach, Florida 33139 3:00 P.M. �,,fir -.*4'74`1.---,4*,...-;,,, �; .r uv'''' 3s e, .''ii 7,._,..- =- :;,.,A. y .. Q1. 5 ag. � ', . .it., - R" ax : #; o . ?,, - " -:;,,,..,r,''''`. e "t,''`, ,'`gf j �' Jew P { t , - int* Y' f r: a�., i a .ate 2l Vii. 14.Sa - 4 & e `.... , .' �„ yta., ry. ,: 1 .0..w ' ,k te •£i•,L Y.. � ' i „ ,e , F 40 31 ^a tr. •; DAVEY RESOURCE GROUP, .8733 INC. T: 800.445 WWW.DAVEY.COM • JOSHUA J. BEHOUNEK OVERALL PROJECT MANAGER ,, ,_ JOSH.BEHOUNEK@DAVEY.COM P: 574.673.7530 DUE: JUNE 1'- 1, 2018; 3:00 PM • , '< RFQ ;, #2018-187-WG ".. 4$#"Y URBAN FORESTRY MASTER PLAN DEVELOPMENT , 4 3 y3pp�� 3 ...4.1.1,-.....,. .•; .'4 �y a YN s. r. 5: „, ,,, .,4,41.v, TVA: ,''-:'' ' ,„ ,...4,,k1;`,.',.;: j,,I," •-,,".1.,,It?I' .y. x 'eS. X4¢_ � q R 'y . ,- tfic,,, ,--,..,- - le. r ,a�� x � �� .. - , '3'y p 43,-,..',,„./ ' )� C * F,„,ti,-,•... ,,,t.,,,,.. „(...:,Q ..6 • L` • '!� "/ h' �.„ 7:p �' , b;. "s,'' # Aa n A.� tion fit, 4-0„4,,, 9 y� ; ;, R '4"r" � '� to �.« .x ��'b � {. �,. , w2 � . <c. 44. Y.4t*;.: ' � ``fit� yi"'4sssggqyyy � .` s»�j yd w f'41. v }- R "x'1 F # � 1. " + ' .' � `�f 8;j C '"Q,mak_ a - ' " +ww - -7 ped �a� , 4.; -,s,1-7.77,,.� T• g� ' :44 �. � . "�d m S ys � .r �' M 'S �° a. .„. TAB1 - COVERLETTER � $ a . -0- i' .4, _, ,, • I t. =-tom- • - ' , r3 td nsrg " ? �•' �p"a,», �� ,: d ��Ya ,am+ y� � , , a iti • • C,�.. xfi .:-.4., `+ c" , ym � - "" : :e' „^, . ha y<� aemss '�` Y” ? #.. �� ,r„ * a3 � �,� m y'' ' s� ,4 "T 7 .. t.�� A...:4,.,,,..:,,,f., '" T�°" q ?. --:,,,,-;'''.4.1*- w-. 4 "'v %1. M', `�' .'^ ' Lir ° yN aFps � .: t omr k " „+";w., ° '�"ilf' t °,...---.•/--.111' � ek� ' A .7,....,..-Ata. 'z ,,ra +»r Yac1l-*' est • ost p‘' ,..„7,,,e4,1„-itsf -4;-,4,&,..4. tP n r> �° - a t ar • • DAVEY ' RESOURCE GROUP A Division of The Davey Tree Expert Company Corporate Headquarters June 4,2018 1500 North Mantua Street Mr.William Garviso,CPPB Po Box 5193 Procurement Contracting Officer II City of Miami Beach Procurement Department Kent,Ohio 44240-5193 1755 Meridian Avenue,3'd Floor 330.673.5665 Miami Beach,Florida 33139 Toll Free 1.800.828.8312 RE: Urban Forestry Master Plan Development,Response to Request for Qualifications (RFQ 2018-187-WG) Fax 330.673.0860 To Mr.William Garviso and the Selection Committee: We are pleased to present the qualifications of the team of Davey Resource Group, Inc. "DRG" and Calvin, Giordano & Associates, Inc. for providing urban forestry assessment and planning services for the City of Miami Beach's RFQ, Urban Forestry Master Plan Development.DRG has been the leader in the field of urban forestry for over 25 years, providing municipalities with solutions they can count on for building and maintaining tree canopy in a manner that not only enhances community aesthetics and public safety, but also improves the community's environmental and social well-being through trees. DRG is an Ohio-based company with offices located throughout the United States. DRG provides a full range of natural resource and utility consulting services to the commercial,residential,municipal,and governmental markets. We offer turn-key consulting solutions for managing the natural environment and trees, from navigating wetland and stream permitting to understanding what's required to plan and efficiently manage a healthy, safe,and sustainable tree population. DRG has a proven track record of developing urban forestry plans that increase budgets for tree maintenance, streamline operations,reduce threats to canopy sustainability, allow for targeted, benefit-driven tree planting, engage citizens in the support of the urban forest,and improve tree preservation standards,codes, and regulations.We also have helped coastal communities and those communities concerned with sustainability and density, such as Manhattan Beach, CA; New York City, NY; San Francisco, CA; Naples, FL; Palo Alto, CA;Denver,CO;and Atlanta,GA,to better manage and plan for their tree resources. For this proposal, DRG has joined forces with Calvin, Giordano & Associates, Inc. "CGA"as a sub-consultant responsible to form a capable,compact,and highly efficient team of ISA Certified Arborists,urban foresters, world-class designers,engineering professionals, climate specialists, geospatial analysts, and local experts who are exceptionally well positioned to successfully execute the tasks as stated in the Request for Qualifications. CGA is a Fort Lauderdale-based, full-service design, planning, and engineering firm offering a wide range of professional services, including landscape architecture, environmental planning,surveying,and civil,traffic,and coastal engineering. 3 Mr.William Garviso,CPPB Procurement Contracting Officer II City of Miami Beach Procurement Department June 4,2018 Page 2. As the prime consultant, DRG will be servicing this contract from our corporate headquarters located at 1500 North Mantua Street, Kent, Ohio. The primary contact and Project Manager for this project will be Josh Behounek(E-mail:josh.behounek@davey.com;telephone:573-673-7530). DRG's proven record of developing sophisticated and meaningful urban forest master plans,and CGA's extensive portfolio of world-class projects and abundant experience and excellent relationship working with Miami Beach, make the team of DRG and CGA ideally suited to undertake the planning process and ultimately develop an urban forestry master plan that addresses the city's and its residents' needs and wants for their urban forest. We appreciate your consideration of our proposal and look forward to working with the City of Miami Beach. If you have any questions, please contact me at 800-828-8312, extension 8024 or e-mail joe.gregory@davey.com. Sincerer (lt4r)r Joe Gregory Regional Operations Manager 4 TABLE OF CONTENTS TAB 1 - Cover Letter 2 1.1 Cover Letter and Table of Contents 3 1.2 Response, Certification, Questionnaire & Requirements Affidavit (Appendix A) 6 TAB 2 Experience and Qualifications 20 2.1 Qualifications of Proposing Firm 21 2.2 Qualifications of Proposer Team 41 TAB 3 Approach and Methodology 61 Comprehensive Urban Forest Planning 62 Work Plan 63 TAB 4 - Appendix 69. Supplier Qualification Report 70 Florida Business License 81 5 . ,} �\ �. "� +; ,� � �,r -� ,-, ' ' a ri day' "' ,sem �� gS S • moo, —wwY"a .is.M", '�$�.. i'l 47 1_ _. �i ,fid:«. — .- M�'_ T'�� k. „_ -4 tylay.$ t f'' -.PA 4110.YS ��-, ..... — t �i '�gY ,T7. yrc�.a. s. � 4 F ,...may..,,>r .�. �° � ^�.. '" 4 �; e, f� s ` #► � a a a P� ;�, a � ° -vor _ Y T _ �: 1. . • ten, ti '" { tx i ico_ . ...., . ,,t - ''''...."3't.".'7,7, '44717.1",.: ..,. ..,., '....-..1 *,,"'=.*' ' :4', '' - III . ORP , , ' * # 1r ! rIIIçflhIi'Ii '0 ✓ -4 ... � �F i'✓ '' �. . . 1.2 Response Certification, Questionnaire •& Requirements Affidavit (Appendix A) Response Certification, Questionnaire & Requirements Affidavit (Appendix A) has been fully completed and attached on the following pages. CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT MIAMI BEACH Solicitation No: Solicitation Title: 2018-187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT Procurement Contact Tel: Email: William Garviso,CPPB (305)673-7000#6650 WilliamGarviso@miamibeachfl.gov STATEMENTS OF QUALIFICATIONS CERTIFICATION,QUESTIONNAIRE&REQUIREMENTS AFFIDAVIT Purpose: The purpose of this Response Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposals of certain solicitation and contractual requirements,and to collect necessary information from Proposals in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Statement of Qualifications Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: Davey Resource Group,Inc. NO.OF YEARS IN BUSINESS: NO.OF YEARS IN BUSINESS LOCALLY: NO.OF EMPLOYEES: 25 years as a division of The Davey Tree Expert Company and incorporated on June 19,2017 25 years 1,193 OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: Davey Resource Group,A Division of The Davey Tree Expert Conany FIRM PRIMARY ADDRESS(HEADQUARTERS): 1500 North Mantua Street CITY: Kent STATE: ZIP CODE: Ohio 44240 TELEPHONE NO.: 800828-8312 TOLL FREE NO.: 800-828-8312 FAX NO.: 330-673-0860 FIRM LOCAL ADDRESS: 1500 North Mantua Street CITY: Kent STATE: ZIP CODE: Ohio 44240 PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Shirley Vaughn ACCOUNT REP TELEPHONE NO.: 330639.8274 ACCOUNT REP TOLL.FREE NO.: 800-828-8312 ACOy.NTuffEP Ed9Al y: s CO.vat nP ave .com FEDERAL TAX IDENTIFICATION NO.: 82-1948528 The City reserves the right to seek additional information from proposer or other source(s),including but not limited to:any firm or principal information, applicable licensure, resumes of relevant individuals, client information, financial information, or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. VI RFQ 2018-187-WG 18 7 MIAMI BEACH 1. Veteran Owned Business.Is Proposer claiming a veteran owned business status? YES x NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest.All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member(spouse, parent,sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns,either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT:Proposers must disclose the name(s)of any officer, director, agent, or immediate family member (spouse, parent,sibling,and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns,either directly or indirectly,an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates Not Applicable 3. References&Past Performance. Proposer shall submit at least three (3) references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title,3)Address,4)Telephone, 5)Contact's Email and 6)Narrative on Scope of Services Provided. Please see pages 13-17 for reference submitted 4. Suspension,Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation,or • had a contract cancelled due to non-performance by any public sector agency? YES x I NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions.Proposers are expected to be or become familiar with,the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their Proposals,in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants)with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly,of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. Not applicable; No Davey individual or entity has made campaign contributions either directly or indirectly to any official with the City of Miami Beach. 6. Code of Business Ethic's.Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its proposal/response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, Proposer may submit a statement indicating that it will adopt,as required in the ordinance, the City of Miami Beach Code of Ethics,available at http:l/www.miamibeachfl.aovlcity-hall/orocurement/ Please see the attached Davey's Code of Business Ethics on page 18-19 RFQ 2018-187-WG 19 • 8 MIAMI BEACH 7. _ . . !: . - _ .. -• .. . •• - • - benefits- ._' . .. .. , ! . .. . . •. - . •. .. . ! • •-- • benefits-. •_-' . .. ..• , ! . _ .. .. . . . .•. • . •- - •- - • •- - • - •- - - -- .. .! . •- - -• ' -- benefits- 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach,who are awarded a contract pursuant to competitive proposals, to provide'Equal Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor's employees located in the United States,but outside of the City of Miami Beach limits,who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? x YES NO B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or to domestic partners of employees? YES x NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified.Note:some benefits are provided to employees because they have a spouse or domestic partner,such as bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance. BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health x Sick Leave x Family Medical Leave x Bereavement Leave x If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance.To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached)with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee.Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at http:Ilwww.miamibeachfl.govicityhall1procurement/procurement-related-ordinance- and-proceduresl We agree to pay a cash equivalent and will submit a completed Reasonable Measures Application with all necessary documentation for consideration,as stipulated in the City of Miami Beach's Ordinance 2005.3494,Section 2-373,Requirement for City Contractors to provide Equal Benefits for Domestic Partners. RFQ 2018-187-WG 20 9 MIAMI BEACH 9. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal,proposal,or reply on a contract to provide any goods or services to a public entity;may not submit a proposal, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals,proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor,supplier,subcontractor,or consultant under a contract with any public entity;and may not transact business with any public entity in excess of the threshold amount provided in s.287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document,'Proposer agrees with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Non•Discrimination. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a) of the City Code, including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race, color,national origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. 12. Fair Chance Requirement.Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer,from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position,and(iii)prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: No additional submittal is required at this time. By virtue of executing this affidavit, Proposer certifies that it has adopted policies,practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity. 13. Acknowledgement of Addendum. After issuance of solicitation,the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Rt Addendum 1 Receipt Receipt Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. RFQ 2018-1$7-WG 21 10 MIAMI BEACH DISCLOSURE AND DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach(the"City")for the recipients convenience. Any action taken by the City in response to Statement of Qualifications made pursuant to this solicitation, or in making any award, or in failing or refusing to make any award pursuant to such Statement of Qualifications,or in cancelling awards,or in withdrawing or cancelling this solicitation,either before or after issuance of an award,shall be without any liability or obligation on the part of the City. In its sole discretion,the City may withdraw the solicitation either before or after receiving Statement of Qualifications,may accept or reject Statement of Qualifications, and may accept Statement of Qualifications which deviates from the solicitation, as it deems appropriate and in its best interest. In its sole discretion, the City may determine the qualifications and acceptability of any party or parties submitting Statement of Qualifications in response to this solicitation. Following submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances, including financial and disclosure data, relating to the Statement of Qualifications and the applicant including, without limitation, the applicant's affiliates,officers,directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposals. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete. The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents, or on any permitted communications with City officials, shall be at the recipient's own risk. Proposals should rely exclusively on their own investigations, interpretations, and analyses. The solicitation is being provided by the City without any warranty or representation,express or implied,as to its content,its accuracy,or its completeness. No warranty or representation is made by the City or its agents that any Statement of Qualifications conforming to these requirements will be selected for consideration, negotiation,or approval. The City shall have no obligation or liability with respect to this solicitation, the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer, is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Statement of Qualifications submitted to the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Statement of Qualifications. This solicitation is made subject to correction of errors,omissions,or withdrawal from the market without notice. Information is for guidance only,and does`not constitute all or any part of an agreement. The City and all Proposals will be bound only as,if and when a Statement of Qualifications, as same may be modified,and the applicable definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of the definitive agreements executed among the parties.Any response to this solicitation may be accepted or rejected by the City for any reason,or for no reason,without any resultant liability to the City. The City is governed by the Government-in-the-Sunshine Law, and all Statement of Qualifications and supporting documents shall be subject to disclosure as required by such law.All Statement of Qualifications shall be submitted in sealed proposal form and shall remain confidential to the extent permitted by Florida Statutes, until the date and time selected for opening the responses. At that time, all documents received by the City shall become public records. Proposals are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Statement of Qualifications,the Proposer acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the Statement of Qualifications,and authorizes the release to the City of any and all information sought in such inquiry or investigation.Each Proposer certifies that the information contained in the Statement of Qualifications is true,accurate and complete,to the best of its knowledge,information,and belief. Notwithstanding the foregoing or anything contained in the solicitation, all Proposals agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation,or any response thereto, or any action or inaction by the City with respect thereto, such liability shall be limited to $10,000.00 as agreed-upon and liquidated damages. The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation,it is understood that the provisions of this Disclosure and Disclaimer shall always govern.The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. RFQ 2018-187-WG 22 11 MIAMI BEACH PROPOSER CERTIFICATION I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all attachments, exhibits and appendices and the contents of any Addenda released hereto,and the Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions contained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the Statement of Qualifications Certification, Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative: Brent R.Repenning Executive Vice President Signature of Pro•,ser' •u orized -pr sentati : Date: r 5-14-18 State of OHIO ) On this 14th day of May ,2018,personally County of Portage ) ) appeared before me Brent R.Repenninq who stated that(s)he is the Executive Vice President of Davey Resource Group,Inc. , a corporation, and that the instrument was signed in behalf of the said corporation by authority of its board of directors and acknowledged said instrument to be its voluntary act and deed. Before me: P 3 Notary Pu ' o • Ohio _,,�,��`��i / ALEXANDRA KLUCZAROV My Commission xpires: May 13th 2023 . e Aft.' %1f NOTARY PUBLIC • _ ``` r •• z STATE OF OHIO •. Recorded In 11., . Portage County ;Si �,My .Exp.5/13/2023 tif,,w� ��c' Comm J•5. 55 /c./c ,55 RFQ 2018-187-WG 23 12 DAVEY# Resource Group References Firm NameCity of Cleveland Contact Name .Matt Gray Title Chief of Sustainability Address 601 Lakeside Ave. l Room 227 Cleveland, OH 44114 4 Telephone Number 216.664.2246 Email Address MGray@city.cleveland.oh.us Scope of Services Provided Cleveland is in the midst of citywide neighborhood revitalization to improve the quality of life for all citizens and address the future challenges that come with re-development and climate change. The City realized that tree canopy is an important element of all these efforts. However, Cleveland's tree canopy is declining and the benefits that City trees provide are dwindling as well. In the late 1800s and early 1900s, Cleveland's nickname was The Forest City. A public tree inventory from the 1940s counted 220,000 street trees. Since then, Cleveland has lost significant canopy, with that count now down to approximately 120,000 street trees. Immediate action was needed to correct this trend of loss. In 2016, the City developed the Cleveland Tree Plan to rebuild its urban forest and reclaim the Forest City title. The master planning effort was coordinated through the Mayor's Office of Sustainability and led by urban forestry consultants at Davey Resource Group. DRG analyzed existing urban tree canopy data and tree-related policies and ordinances, and met with City staff, stakeholders, and the public to gather information for the plan. We utilized two planning processes to find out about Cleveland's needs for its urban forest. First, we used a general adaptive management approach commonly used in resource management and second, a system of indicators used to assess the sustainability of an urban forest (Clark et al. 1997) (Kenney et al. 2011). The planning process provided a clear view of where the City had been, where they wanted to be, and how to get there. The planning process allowed the City to define a unified vision for its urban forest and set goals and develop actions to ensure that its newly defined vision could be accomplished. The Cleveland Tree Plan is unique in that it is not a City plan, but a community- wide collaboration to rebuild the urban forest through partnership. The City was just one member of a team of five organizations who banded together to initiate and fund this project: Western Reserve Land Conservancy, Holden Arboretum, LAND studio, Cleveland Neighborhood Progress, and the City of Cleveland. During the planning process, the team reached out to over 50 additional stakeholders to assess today's urban forest, determine a unified vision for the future, and develop a way forward together. CITY OF MIAMI BEACH RFC)#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT DAM Resource Group Firm Name TreePittsburgh Contact Name Danielle Crumrine Title Executive Director Address 5401 Butler Street I Pittsburgh, PA 15201 Telephone Number 412.781.8733 Email Address Danielle@treepittsburgh.org Scope of Services Provided Davey Resource Group prepared the Pittsburgh Urban Forest Master Plan in collaboration with Tree Pittsburgh (an urban forestry nonprofit organization), its master plan steering committee, the City of Pittsburgh, Jackson/Clark Partners, and the University of Vermont Spatial Analysis Lab. To serve as the foundation for the master plan, the "2012 State of the Urban Forest" was created using Pittsburgh's existing street tree inventory and management plan,an i-Tree Streets benefit analysis,and an i-Tree Eco analysis. Based on the results of a public outreach campaign facilitated by Jackson/Clark Partners, a 20-year vision for the urban forest was developed with guidance from the project team. The framework for the process was based on understanding what the City had, what they want, how they get there, and how they are doing. Goals and recommendations were established to guide this vision based on five keystones of urban forest management—connect, engage, manage, plan, and protect. DRG's senior urban foresters analyzed the current conditions of Pittsburgh's urban forest and examined current and emerging urban forestry management issues. Spatial analysis and mapping of the urban forest were essential elements of the master plan. Detailed maps of Pittsburgh's 91 neighborhoods were created to illustrate areas where urban tree canopy was deficient or abundant and in need of protection. Case studies were presented to build on lessons learned from successful regional programs and to describe techniques to support local implementation. Plan recommendations were designed to be implemented as a coordinated effort by all public and private entities responsible for planting, protecting, and managing trees. The Pittsburgh Urban Forest Master Plan may be viewed on the Tree Pittsburgh website, http://treepittsburgh.org/urban-forest-master-plan. CITY OF MIAMI BEACH 14 DAVEY Resource Group Firm Name City of Charlotte Contact Name Erin Oliverio Title Tree Canopy Program Manager Address 701 Tuckaseegee Road I Charlotte, NC 28208 Telephone Number 704.432.2925 Email Address EOliverio@ci.charlotte.nc.us Scope of Services Provided The City of Charlotte, in partnership with TreesCharlotte, hired Davey Resource Group to develop an urban forest master plan that focuses on proactively managing the City's trees and providing a long-term vision for the care, preservation, and improvement of the City's overall canopy.The plan features 12 action steps, all of which are prioritized into an achievement timeline created to measure the progress of Charlotte's tree canopy five years after implementation, starting in 2021. With the support and involvement of almost 50 organizations, thousands of public citizens, and City staff,the plan development process involved forming a canopy team and organization structure for implementation; redefining and expanding the partnership between TreesCharlotte and the City of Charlotte; updating the City's urban tree canopy assessment; initiating a branding campaign to foster public awareness among residents and businesses; connecting expertise and resources to ensure informed decision-making on tree care; and engaging neighborhoods to support tree canopy efforts at a local level. DRG performed comprehensive data collection and worked with the City on gathering input to identify community needs and priorities. Key data and community inputs included: • An Urban Tree Canopy (UTC) assessment • An i-Tree Canopy benefits analysis • A public tree inventory • Identification of management practices and budgets • Three stakeholder meetings focused on strategic urban forest planning and management • Public input meetings across three regions in Charlotte • Public survey to gauge support and knowledge of Charlotte's urban forest While Charlotte's overall tree canopy (47%) is strong, the City's canopy distribution needs improvement on the neighborhood level. Short-term progress benchmarks will look at growth factors such as canopy cover level and neighborhood engagement. Results of the reassessment process will help the City develop a revised plan for the next five years. The City's goal is to reach 50% canopy by the year 2050. CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT 15 DAVEYt, Resource Group Firm Name City of Largo Contact Name Phil Christman Title Assistant Parks Superintendent Address PO Box 296 I Largo, FL 33779 Telephone Number 727.587.6740 ext. 5215 Email Address PChristm@largo.com Scope of Services Provided The City of Largo recognizes the value and services provided by its urban forest, along with the need for an integrated approach to its stewardship. To this end, the City, working with DRG, undertook a three-part project to provide the City with a comprehensive view of its public and private tree resources and a plan that serves as a roadmap for the long-term management and improvement of the City's tree canopy. Largo's Parks&Recreation Department worked with DRG to develop the City's urban forest master plan, as well acquire a baseline for that plan. Between 2013 and 2015, DRG inventoried City street and park trees and completed an assessment of urban tree canopy cover. DRG used the tree inventory and UTC data to assess how trees affected stormwater runoff, urban heat island effects, 311 calls, and air quality in Largo. During the planning process, we also reviewed City code and ordinance and met with City staff in planning, community development/code, police, and staff from utilities (both City and private) to learn from them about the City's tree-related programs. Public input came from the results from the City's annual Community Conversations. The resulting master plan outlined the value and services provided by trees in Largo, assessed the sustainability of Largo's existing urban forest, conveyed a vision and mission for the future urban forest, and put forth 16 strategies for action on how to achieve that vision. Largo, like many communities, is working to revitalize and rebrand itself as a vibrant network of neighborhoods, reverse the perception of Largo as a "drive-through City," and deal with costly urban challenges like stormwater management, urban heat island effects, and public health/economic development issues. The City's urban forest master plan is one step the City is taking to tackle some of the problems they face. CITY OF MIAMI BEACH RFD#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT x1'16 DAVEY :: Resource Group Firm Name ShoreRivers Contact Name Matt Pluta Title Choptank Riverkeeper Address 24 North Harrison Street I Easton, MD 21601 Telephone Number 443.385.0511 Email Address MPluta@shorerivers.org Scope of Services Provided Recently, the ShoreRivers, formerly the Midshore Riverkeeper Conservancy, and the Town of Greensboro worked collaboratively with Davey Resource Group to develop a plan that used tree canopy restoration as a tool to improve local water quality as well as the water quality of the Chesapeake Bay. Through a strategic planning process, assessment of tree canopy using GIS analysis and modeling, and on-the-ground inventorying of existing trees and vacant planting sites, the team developed a plan that detailed the current conditions of the urban forest and water quality in and around Greensboro. The results of the assessment work and planning process provided a clear vision for Greensboro to follow that will enable the town to reduce nutrient and sediment loading in the Choptank River through urban forestry, more specifically through tree planting and best management practices. The strategies developed for the town were prioritized over 7 years, allowing Greensboro to enact measures as their resources allow. DRG performed comprehensive data collection and worked with the City on gathering input to identify community needs and priorities. Key data and community inputs included: • GIS-based Urban Tree Canopy assessment by user-defined geographies • Stormwater runoff analysis • A public tree inventory • Identification of tree planting sites aimed at reducing runoff • A stakeholder meeting focusing on strategic urban forest planning and management The Urban Forest Stormwater Management Plan set up Greensboro to meet the Caroline County's Watershed Implementation Plan's (WIP) goals and the water quality goals set in Caroline County's Upper Choptank River Watershed. The plan also set up the town to sustain its tree canopy through best management of existing trees and proactive tree planting. Greensboro's work to reduce stormwater runoff is part of a larger county- wide plan to reduce 45,000 lbs. of total nitrogen from stormwater runoff by 2025. This county plan specifically identified urban forest buffers as an important tool needed to successfully reach this reduction goal. Since 2012, the County's Phase 2 WIP milestones include tree plantings as a strategy to reduce nutrient and sediment pollution. The WIP calls for continued action through 2018. CITY OF MIAMI BEACH RFC)#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT DAvEy Code of Ethics The Davey Companies,and their directors,officers and other personnel,will conduct the Company's business affairs according to corporate ethics.As representatives of the Company,we will comply with applicable federal,state and local laws,our Corporate Governance Guidelines, and internal policies and procedures. Our trademark will be corporate integrity,and we strive to be forthright in our relationships with each other,with customers,suppliers,competitors, governmental agencies,and all other business associates. Every director,officer and employee of the Company has a specific responsibility to act in accordance with our Code of Ethics and our Company policies,and to communicate these standards to all peers and employees through action,as well as word. The Company's standards of ethical conduct are: • The directors,officers and employees of the Company will comply with the laws, regulations and internal practices that govern our business and our actions. Such. standards address proper expense reporting,governance guidelines for directors, unauthorized use of Company assets and information,the accurate reporting of time and services performed,and other applicable policies and procedures. • The Company intends to conduct itself as a responsible institution and a constructive member of each of the communities in which it operates.This sense of public responsibility and accountability is shared with all personnel and,accordingly,employees will conduct themselves in a manner that will preserve the Company's standards. • The Company considers itself to be a steward of the environment and intends to conduct its operations in a manner that responsibly identifies and addresses environmental issues as they relate to our business.Employees are charged with acting in a manner which will respect our environment. Work practice and materials used are intended to conform to acceptable industry and/or Company standards,and will comply with applicable federal, state and local laws. • Many of the Company's services involve safety sensitive activities. Individuals are instructed to perform their work responsibilities in a manner to provide the proper degree of safety for themselves,their fellow workers,our customers,and the general public. • All matters related to recruiting,hiring,training,compensation,benefits,promotions, discipline,transfers,layoffs,terminations,and all treatment on the job,will be free of unlawful discriminatory practices. • We will solicit business from our customers and potential customers in a professional and ethical manner. The Company's advertising will accurately represent our services and products.We will respond to the complaints of our customers or business associates in a professional manner. Customers are to be treated respectfully in situations where disagreements arise,and we will seek fair and equitable resolutions. Patrick M.Covey President and CEO Rev. 1-148 18 • Lawful conduct will be observed in relationships concerning our competitors.We will not participate in untruthful actions intended to damage our competitors. Employees will refrain from dealings with competitors for the purpose of unlawfully restricting competition or conducting any other activities prohibited by law. • Company stockholders rely on employees to responsibly manage their ownership interests. Information concerning our business affairs will be distributed to stockholders in accordance with the Securities and Exchange Commission(SEC)guidelines for financial reporting. • All business transactions are to be accurately recorded and reported;there will be no compromise of the integrity of our financial records or financial statements. • Directors,officers and employees of the Company will avoid a personal interest or association which is not consistent with,or appears to be inconsistent with,the best interests of the Company. Directors,officers,employees and members of their families will not engage in outside business interests or business associations which could be deemed a conflict of interest. In the event that a director,officer or employee has any question about whether an interest or association presents a potential or actual conflict, that person is required to report the matter to Joseph R.Paul,Chief Financial Officer,or a member of the Legal department,to ensure compliance with this policy. The following are some of the activities which may be considered to be in this category: A. Having a financial ownership interest or other personal or professional affiliation in a supplier,competitor or customer that could influence,either positively or negatively,the Company's ability to conduct its business. B. Having any financial interest in any transaction between the Company and any third party. C. Receiving from,or giving to,any supplier,competitor or customer any gift or entertainment designed to create a conflict of interest. • The confidentiality of business information will be required at all times.Directors, officers and employees of the Company are specifically prohibited from using or communicating any non-public,confidential information involving the Company,clients, competitors or others,which they may receive in the course of their involvement with Company matters. • Company personnel are the custodians of our business information assets. All Company- owned information assets will only be used for legitimate business purposes regardless of the method or device accessing the information. • Directors,officers and employees of the Company will not compete with the Company or profit personally at the Company's expense. • Direct political campaign contributions to candidates with Company assets in connection with the election of an individual to political office is not permitted,even where such use is permitted by federal,state or local law. Patrick M.Covey President and CEO Rev. 1-1-18 19 — , *t.., 4100:1— .„. ..•,"*. , ..14"• 41-," 4, 0 *.."'-'t,, — :,,:. `•,!„.::, 9''44,, , '' ,I,i,,,,;'v,1 oi. 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' n1.w', t�'"y .. �. .,...F,,_ tiff,3C7.4 ys".:i,L '�" 'b'+. .r=. ^.� .:�\ ¢ x ; .^�s $` 7 t A .�.�� t a ,r's`Ati5d „� a �t ...�r.� +♦za' rc A bra �y"o"s Ct :>FS._ ,Y r',��:+'^5ta' y1f, s,��b � �` �+t�a��?°�" d C �d.t-�4 ; fel° �t r�{.�r ,, a • :44.14.11" gr14�� _. . t 4. �°! ikf ',. _•, ape +�. - _` ^`r . d g� @ +•: a .*'4..,> try I, "s; %'::' .v .� s ' �� -r ��, ' .�^ tit' "�" .. "sic .-:.� ',.r�y.a,,. .- d��g � a,� �� '��. �gym, --« '�.., S� a ">a.� �`"'- ,�.• "•a" °`»..dam a. .-,-;f4it-!,',1,.;=.7'-',,--;,>,,r--."--", *,?s ,-;:,,,,,,- -- ,17,-,:,4,-;,„' € „•w meg, ,«s . $ �r �.*_, , $ ._ . fir*.M�'``‘. ; a , °d.. _ I tot, c . . v 1 1S '� 8' iiii sy - _ r: FF � �j :fie 4 w, t a.?„, ti. $ - •,«� "is , ... . �- o a gg f R 4 „,,. 2.1 Qualifications of Proposing Firm Davey Resource Group, Inc. (DRG) OUR VISION DRG has over 25 years of experience working with Provide solutions that promote balance among clients, like Miami Beach, providing them with professional arboricultural, urban forestry consulting people, progress, and the environment. and mapping services. DRG is a wholly-owned subsidiary of The Davey Tree Expert Company(Davey).The Davey Company began in 1873, when John Davey came to America from England OUR MISSION to fulfill a dream—to preserve trees and provide high-quality horticultural services using practical and Deliver unmatched excellence in client scientific methods. His dream became a reality in 1880 experience, employee strength, safety, and when he founded The Davey Tree Expert Company. financial sustainability as we advance the green Since then, the company has transformed into one of industry. the 20 largest and best employee-owned companies in America. The Davey company has several divisions and subsidiaries, including Commercial Grounds OUR VALUES Management, Residential and Utility Services, and service localized environmental consulting firms Integrity, safety, expertise, improvement, located throughout the nation. leadership, and resolution. DRG is based in Kent, Ohio and is the national leader in urban forestry. Our team of experts include International Society of Arboriculture (ISA) Certified Arborists, traditional foresters, Geographic Information Systems (GIS) analysts, urban planners, and biological and ecological scientists. CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMEN - '21 DAVEY ' . Resource Group DRG's CORE SERVICES DRG's core urban forestry services focus on municipal tree management, assessing tree canopy and the benefits it provides, mapping and assessing tree canopy cover, and developing urban forest management and maintenance plans. Communities choose to work with DRG because of our ability to collect and analyze data, bring together partners and stakeholders, and identify program strengths and weaknesses to create meaningful urban forestry plans which address their individual program goals and objectives while prioritizing tree work to reduce community-based risk. Tools for Assessing and Managing = Forests&Community Trees PITTSBURGH URBAN FOREST MASTER PLAN Urban Forestry Planning Tree Canopy Assessment Tree Benefit Analysis and Internal and external • ANSI-based tree inventories Modeling • operational reviewsTree risk assessments and • i-Tree Streets and Eco •Stakeholder and public inspections assessments • information gathering/ Arboretum inventories • Hydrological modeling •consolidation • Heat island analysis • Tree appraisals • Short-and long-term Urban tree canopy (UTC) • Climate change maintenance planning • assessments • Surface temperatures • Fiscal year budgeting for tree care/planting • Land cover mapping • 311 data analysis • Public education and • Tree planting analysis by • GIS assessment by engagement, and Arbor defined geographies and geography Day programming parameters • Ordinance and code development and revision • Tree preservation • Tree planting plans • Plan writing • Informational website design CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT ___ ,, ,, DAVEY . Resource Group Historic Places Trust Davey Florida-Specific Tree Management Miami Beach has long been an icon for luxury. Miami DRG is a nationally recognized company who has Beach is well known for its beautiful beaches, tree a •Florida presence. DRG has worked for 25 plus lined parks and boardwalk, high end retail stores, municipality's in the State of Florida. We have international businesses, and its world famous inventoried over 385,000 trees in Florida, developed Art Deco Historic District. DRG understands the seven (7)tree management plans, and four(4) master importance and challenges of managing trees and urban forest plans in Florida.We have advised on City natural resources at such prominent locations. trees for the City of Miami Beach as a sub consultant, DRG has often been trusted to care for the natural and worked in Miami Dade County for Miami Lakes, resources at some of our nation's most significant Coral Gables, and North Miami. We have provided historic places including: urban forestry assessment services throughout the The White House; Florida peninsula serving cities from the Florida Keys • to Naples, northward to Tallahassee and Jacksonville, • Arlington National Cemetery; and along the 195 and 14 corridors. • Architect of the Capitol; • Capitol Visitor Center; Partnerships • Central Park, NYC; DRG is a trusted partner of the United States Forest • Green Wood Cemetery, NYC; Service and the Arbor Day Foundation, and a long • Audubon Zoo; time supporter of the International Society of • Audubon Nature Institute (New Orleans); Arboriculture (ISA) and its local chapters. • Colonial Williamsburg; DRG is a founding partner with the United States • Department of Veterans Affairs National Forest Service of i-Tree Tools software suite. i-Tree is public domain software used to estimate the benefits Cemeteries; trees provide to a community. Since i Tree's release • Fernbank Museum of Natural History (Atlanta); in 2006, We have been involved with its ongoing • Flight 93 National Memorial; development and support. • Fort Jackson (Battle of New Orleans); DRG staff have helped develop and revise the ANSI • Smithsonian Museum of Natural History; standards for arboriculture, including tree risk • Smithsonian National Zoological Park; and assessment, and also helped to draft some of IS • The Statue of Liberty best management practices. We also support with the Tree Care Industry Association (TCIA), as safety is priority one for DRG. CitY of largo, Fl. ^� Ilei` x n - p .i,xgg"' �g1'. .,xYa.-'o, w4 use ..* a 4.1... . �"3 „ Co'- _gg ,.. „ ,:,., , .a .Yee,• t � 1 p y�3y,? CITY OF MIAMI BEACH RFD#:2018-187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT ,..., DAVEY ' . Resource Group The Davey Institute landscape service provider on some of the country's most prestigious grounds, including The Pentagon, Among our proud accomplishments is The Davey Arlington National Cemetery, and the headquarters Institute, which was launched in 1909 to initiate of media giant Gannett Co.and its USA TODAY offices. scientific research in arboricultural practices and to train employees how to better plant and maintain trees. Almost 100 years later, The Davey Institute Utility Services remains a leader in scientific advancements and education. The Davey Institute is committed to The depth of resources and responsible approach to ensuring that the company's service lines provide to utility services has made DRG the dependable choice. industry's highest quality service. The Davey Institute DRG's utility line clearance programs are designed also has training facilities and a fully equipped and carefully monitored to obtain the right results, diagnostic laboratory. with minimum risk to environment. This approach adds value and allows utility customers to operate more cost effectively. Residential Tree and Lawn Care Services DRG's services include everything from distribution The Davey Tree Expert Company has provided a and transmission right-of-way clearance to utility wide range of tree, shrub, and lawn care services to forestry consulting services and custom herbicide homeowners for more than 125 years.Our residential applications. DRG experts provide the maintenance services throughout the United States and Canada of right-of-way corridors by manual, mechanical and/ include tree, shrub, and lawn fertilization, insect or herbicide management methods. Additionally, and disease management, tree removal, large tree we have 24-hour emergency restoration services to moving, landscaping, and many other specialty organize and dispatch professionally trained crews services. We also assist customers by sharing our throughout North America. expertise on topics such as vegetation health care, watering recommendations,and planting techniques. Ecological Consulting Services DRG has decades of experience prouding reliable, Commercial Tree Care and Grounds turn-key ecological consulting services to clients Management across North America. The DRG team includes We are one of North America's largest commercial Professional Wetlands Scientist (PWS), biologists, LEED Accredited Professionals, ISA Certified Arborist, landscape management companies, and we take and GIS specialists. Together, we work to deliver pride in managing award-winning properties and tackling the toughest grounds care challenges. The exceptional environmental consulting for every Davey Tree Expert Company has been the preferred project. f 7. 1' 'st ,` 114 . 7,/ ---:.'-' DAVEYI- Aar,'i.... CITY OF MIAMI BEACH RFD#:2018-187-WG 1 URBAN FORESTRY MASTER PLAN DEVELOPMENT DAVEY -i• Resource Group .F Calvin, Giordano Associates, Inc. EXCEPTIONAL SOLUTIONS' SUBCONSULTANT Founded in Hollywood CGA's Firm Qualifications Calvin, Giordano & Associates, Inc. (CGA) is a well- established multidisciplinary firm with offices located in Miami-Dade, Clearwater, Estero, Fort Lauderdale, Port St. Lucie, and West Palm Beach. For over 80 years, our firm has been providing consulting services to both public and private sector clients. From the beginning, much of our reputation was built on repeat business with clients from the public and private sectors. Our success is reflected in the • • quality of work we consistently provide and also in the personal approach we take with each client. The winning combination is affirmed by our large number of repeat/long-term municipal clients. Because of our diversity, CGA can control the entire process, offering a host of professional services as a one-source partner, EMPLOYEES or efficiently tackle time-sensitive individual projects, providing customized solutions with handpicked teams of highly experienced professionals. Custom building Exceptional Solutions is the core of our business. CGA strategically provides a broad range of services to meet our clients' needs. Our professional services include: • Building Code Services • Civil Engineering/Roadway & Highway Design • Coastal Engineering • Code Enforcement • Construction Engineering & Inspection (CEI) • Construction Services LOCATIONS • Contract Government Services Clearwater • Data Technologies & Development • Electrical Engineering Estero • Emergency Management Services Fort Lauderdale lb • Engineering Miami-Dade • • Environmental Services Port St. Lucie • Facilities Management West Palm Beach • Geographic Information Systems (GIS) • • Land Development A • Landscape Architecture • • Planning • Project Management • Redevelopment • Urban Design • Surveying & Mapping • Traffic Engineering • Transportation Planning CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT .r DAVEY '''' . Resource Group Calvin, Giordano E, Associates, Inc. Serving �, EXCEPTIONAL SOLUTIONS' • Water/Wasterwater Treatment Facilities • Website Development/Computer Graphics Taking advantage of our diversified staffs experience and knowledge is what distinguishes CGA as a professional consultant and what allows our team to repeatedly complete projects on time, under budget, while at the same time exceeding our clients' expectations. The firm's municipal experience in South Florida is considerable and noteworthy. We currently serve as consultants to many municipalities, including,among others, Municipalities Throughout Florida Bal Harbor, Bay Harbor Islands, Medley, Miami Beach, North Miami Beach, North Bay Village, Palmetto Bay, Sunny Isles Beach, Surfside, Dania Beach, Davie, Hollywood, Pembroke Pines, Miramar, North Lauderdale,Oakland Park,Wellington, Weston,West Palm Beach, Riviera Beach, Lake Park, Lantana, Islamorada, and Marathon. Relevant experience and resumes are provided on the following pages. ,.,,,'4''t'''4'' ', ,' *'+.il, ,..• i •..A :-:, •:N. tL as e "'�, S n f c , lOr • 1 401 S., . k » is r-. &Iv . " ' t, ,z: tl, ,� a ..14 r � " +rim ,t VOIO > a w � d '.4,.-.. . VA, ,-.1''''4 v*t.z-T 1 - ,-, - ' .14.4t; ... i .. '' , ,. , . , ,, , , y, A �-- ...,,,:•.;:-.;,, t t G� }L �' 4' � m � 1!0 j t.' ';+.�.y.�. 'mak � �`:'� �'sp � Y L % 4 . ¢ 4� a f ,,,, , .. ,,, , , , ',4•% .,:..1'z,--', ' -‘# .1, j .I. ,,-. ..• '''„ 1,.. , — ' • - ' - . , ., , , i ., „1 , 4.:1:‘,„i - , .. sS [ ...' 3F mitis , i ' "ii: q. w f + .3" (� "^ ; ' t -=, : , '54,ftit,k1,,---1,,,,,, ,,,.. ,- il. ,,,,...t.'.. i .,,,-- '-',,:. 's.,i-,,,,,- , ,..,-,, ,,i:4 ,..,, , ‘ , , ..41.- ' - a • t� x`. g ' y yt � " � K " z- 4i '' .t. ' ''' .f+y ,.. CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT 3" e. FF p. '..7. -,41.t,...,, '' .'*' . ' ' ', -..f.p tif qtri , . . ,,, in '4!!' n fi "'1,'"t.''' 'fir x/g;e • ,� '.. i' ++$ - r Y4 t; ® q +►' :i. }' :Iftib . , 4 �, " c.. ,, h'' d s "P-53 S nI T b { I ',''—',=-', ---»' '` 4.., Relevant Experience Urban Forest Master Plan Charlotte, North Carolina Ni Agency: City of Charlotte Davey Resource Group, Inc. Contact: Erin Oliverio, Tree Canopy Plan served as a guide to maintain, protect, and support Program Manager Charlotte's already extensive tree canopy cover. Tel.: 704.432.2925 Focused on finding ways to cohesively manage and Email: EOliverio@ci.charlotte.nc.us grow the urban forest. Year(s) March 2016 - March 2017 • Analyzed existing tree inventory. • Assessed urban tree canopy and estimated ecosystem Term 13 years benefit with analyses by defined geographies. • Reviewed municipal codes and ordinances. Interviewed City staff, community non profits, and „ *7 utilities. „„n ,,i •• Held multiple facilitated public meetings. • Addressed the City's aging tree canopy and canopy loss ' � '� to development. - � Found ways to involve neighborhood organizations in . tree management initiatives. :> • Identified areas that need trees based on social Y - ' ' 0.,,,,,,,:_ -'7 �- economic and climatic factors. • Addressed reactive tree care. Created awareness on value of trees. L , CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT ,t,...„.. .: .410.,..,1„,..„t„„,,,,, ,,,,,,.:,..„ .t....4 -.yam av is'" I V, , '::1 . „ j i, , ; i _ ii .f:,-,, #: , ', --- - _. .,.. ._,..„,,,, • ' " --i"aii" 4 ?I 3 '''','7,311:'X,- . ,, fix. y * " ,- r t ,,: t Wit. ,t.E. fl s 4, ".v�, t gg g s 'ar' -;�,3r .-aoftk, 3'i 7 , .:' .Q •K�-- � . st4'" '' Z r" � # ' %A sem, • s �'"� � �,,f1i,!11'.11401;`,146,-,1: .1"41 v. ,sk tY4•;',a,,,f.*,.L',-;'„-,:,1" ,!:,....�� b� s �� 3 sj 'y x ' ' a �` ,S • ••-:=:,---'- 4."r ii.� ,�A?. € i .°1#4'.4:;W; "':"';'4'1 ,ate {� Asa s ,i g �� , ,:ir1� {,0,,,.•,•--,-,..-.,...,i4.0.4,' 11 " r� , 2224-,2212,24,4.:,-,,:t72-.,,,,-,,-....,,,,,--, °r 'en " - '� r j I II a "`�,>4a- +` �r � ems,- ;d '� t� ' `�,''.'`;""..-.:p-1--\ t i;p '-',, "sr 9 e( '` I { Jig'-. - .,.,,.-.. .— mow. " 'evant Experience Clev�e9a d Master Plan City of Ckvelar d, Ohio Agency: City of Cleveland Dave" eso 'rc e Cao , ' Contact: Matt Gray, Chief of Sustainability Plan focused on re development and climate change. Tel.: 216.664.2246 • Involved the City, stakeholders, and the public in a Email: MGray@city.cleveland.oh.us strategic planning process which included information gathering through meetings and surveys. Year(s) Nov 2014 - Nov 2016 • CoordinatedthroughtheMayor'sOfficeofSustainability. Term 5 years Analyzed existing urban tree canopy data and tree- related policies and ordinances. ' • Interviewed City staff, stakeholders, and the public.'•"'" • Utilized a general adaptive management approach and _ a system of indicators used to assess the sustainability �� of an urban forest. 'i � Set goals and developed actions to ensure that its newly � `� defined vision could be accomplished. i--.'-',,410.4.0•-•!`47-fl'''.; Community wide collaboration to rebuild the urban �� , � forest through partnership. ; _ a ' e During the planning process, the team reached out to , over 50 stakeholders. CITY OF MIAMI BEACH `- 28 rya -.z�.�/�''s'�� . � r �� u�arae a ,;;3 W 34fr* \ 'ems ti6,...,;.,,‘.,,r.:1;..,;:"--:—, rd .d•':, Y uII.I xPa li fe c ate :;,;\ -.-44,� .te a` a. "° 2 :•.--„,,,..1..i. ' row �aSS ` - i* pp ...._. -. a, '4'm ,.-' , act P a z € rt' 1 p vq G a - ' 1 x „a a- tr 5 Y �.•'� j i Y19.�.sd b I .. �" 8 NTT y \� Et"l d''. �ry 40, �i SFT ` 0. " S,�iii R31PR; Spry k8x .r ° ., ,,,.7 `.i Mara kl : ^. ., • '�• *i',"3„, a ha - �” i � LL._Ae,�� '�' �'' ¢�! meq' -`e!"�\..b' .+' te. � 'p�.� 4sfl it.„.� � .,„,1,,,,,,, 1..� .,ro i % .._:..,k„� .m,. '.- an, � Wim. Relevant Experience UrbanForestMaster Plan and Operations Review ' Pittsburg Pennsylvania Agency: TreePittsburgh av y ResourceGroup. Inc. Contact: Danielle Crumrine, Executive • "2012 State of the Urban Forest". Director • Analyzed existing street tree inventoryand management Tel.: 412.781.8733 plan, and i Tree Streets benefit analysis. Email: Danielle@treepittsburgh.org • Completed ani Tree Eco analysis. year 2010 2012 Ops Review 2016 Public outreach campaigns. • Strategic planning. Term 8 years • Operational review. • GIS analysis of urban tree canopy by geographies. • Arboriculture consulting. i R • Goal setting. ti e �; • Developing action steps to accomplish goals and g s objectives, and understand resource needs. y x � CITY OF MIAMI BEACH 29 ‘,. , ...,,,Ii-t,, ,,,,,,,„,.....,,, - ,\,,,, , -..,:,.,,,,- ...op..,,-, -..,.4...,„. ;:- -,i,, .,,,, ,:.,,,,,,,,,set ,4:,,t-szh ,,.,„:, , --,>,,4,.•-•44., -,,,tt - — ,-• .-,.. .:..--°rt-....„*.vk ..4„,. -cq-!,,r,,44,,' .,A, MV ". ,c :. a ,.� . ,,.,q,—,,,,,•ii,,q,r,,,;,,)..„. ..,-,$, -.A.r,„a'..4.7,-°t.01,-,s.. •1,•;4 '4"4„., „,?3, ..44, .. . _ , ":„,,.,,,14,...,..,,:,t. y.,,,,,,,-....,,,,,,...1.,,,,s2,,:.,,,,,?;t.„;fi-fsfmi, ,,,,. fit-r; - +a* �' .+�* �, .. t a � � L�-. „4,;:., ;�` � �, � • ...4.1%.1*- s , vtits-:.-.1•-'4--1..;--;. --i 144••.s.*- Al-, . .44:1.-.44.-74'...4'.•' $ 'i u .' say-` . F Y� .4,.‘,. �. 'b' v,iw@ ze mow* '. .a "' p.. "Ar f.. t lA ,� "�a 411, Fes, ��. � �,,�{ ., � y X3 'a �;•� ."':',41.04, .. j( � �y. �� v; �,y� A 34� �, � i" +ta � � • � � { )S$, "i' �' + 44„1.,-�` ta ` k'�` ++c a:K,, aF as. ,eiF R x _ ' '.. . } x'2'11' '-** f F 3�4 ""+.'`` 'mac,.' row.. -,,:',...t.--1. ? w�!¢,.` < <"+ = BOO - ffi . ;- -*SS' ', x ^ +M 4 � g �a , q _ 3 , ° a wt Fs • Relevant Experience ran Forest tr'mwate° Management Plan gl oreR ers Green f oro, araylar d Agency: ShoreRivers/City of Greensboro Davey eor.rr�o rorp< rr . Contact: Matt Pluta, Choptank • Utilized tree canopy restoration as a tool to improve Riverkeeper local water quality as well as the water quality of the Tel.: 443.385.0511 Chesapeake Bay. Email: mpluta@shoren.vprs.org • Involved the City, stakeholders, and the public in a strategic planning process which included information Years) Nov 2016 Nov 2017 gathering through meetings and surveys. • Assessed tree canopy using GIS analysis and modeling, Term 1 year and on the ground inventorying of existing trees and vacant planting sites. • Determined the ecological benefits trees provided to ,`,�, .r the surrounding community using i Tree Tools and "' '•' hydrological modeling. • Identified key urban forest buffers that can be used mor for tools in reaching sediment reduction goals in the Choptank River. • Developed a -_year implementation plan in which • ,f strategies prioritized to enable the town to enact measures as their resources allow. • Plan was complemented by a larger county wide plan to reduce 45,000 lbs. of total nitrogen from stormwater runoff by 2025. °' CITY OF MIAMI BEACH = Po �T` aZ t^ t nr '_'� " cam" el-ii x ,,-,•' p4"' '? ' e" . �� to k yY s� 'elk i � � i ' k�T ,, `� r ,am�.r g z --.4%"7/1,tts;'.4,73,7--'-. ''''.....-;:, T 4, ,r - ',y firth z** .ri #` ...IV'''. St _ -�� c n;. a Pk �� ',..','.>-', w • syr }Yx' �'9 4'4 -' .A ,� , �nS VL � J11 T fi' 9. I < s' > ,, i a 'tom _ • g'tine`��,,,yt• ., 4•,-.-,,,.., a, a- rk .-',4,;-,Q, y.9£ ,h1141:- axxiF+a3A B ..* ...A.,..-4. in R x 0.s. •,,-..,--,„.,.,. .,,,, k - t, r : Y 11 ' x ... ' .." tom __ ,.. .77. ,,,, x. °._ 2` t e'�, -aA . a � S 1 a - �� , ,...,• -- ••s'a gym.. y x, , '` s „- t ' . ..ate :"... .A. .. ..a" �. dkyr+ a.. Relevant Experience Urban aterar St. A gc-tine, r a DaveyResource ,roup, Inc. Agency: City of St. Augustine Contact: Charlene Putz, Division Manager • St. Augustine plan enabled the City to better Streets and Grounds understand its urban forest's composition, structure, Tel,: 904.825.1040 and tree maintenance needs and plan for both short Email: CPutz@cityaug.com and long term resource allocation and develop risk management strategies. Years) 2017 Conducted a tree and planting site inventory. • Estimated citywide canopy cover. Term 9 months • Calculated tree benefits. "_ Developed a proactive tree maintenance and tree „,, ,:‘,,,,,,,, .,,,p,, ,,,,,,,:,,,..,.,.,,„.,,,.....,,,, ”. 'x ': planting program. ' F °Fc4,, ,,,,,,i„,,..,:,..,.,,,,,,, Obtained public and stakeholder input. � ..p } _, • Made data driven,sustainableurbanforestmanagement recommendations. '''' '' f`I"'''. ' . '-'"itot*k,tr,',,,,,,,.i,,,,I, ,“ , 3 Presented a multi-year budget. k, � SKa L-- Rik ;40,w' ., CITY OF MIAMI BEACH yayy buSe' �°` 31 ' �'. '� 5 "as '#. „,,k'1:-r,,, ,�.� aaaa •,.yi p., 'r It ? �-_`,. ' : v S 'k , $ „,,: .`a ” '•er' kae 3 w Lai ''z, a, e ,, d •t( b Y� ' -',,,,,,,,4;:- •7,.X , ? ,- a -. a 'N..94 .,c.:".1"::',,, -1.'Zi : i. pew s e r 4 t ��, ,,3 #d t -. ,:'lc / ,�` vk ' '';'•.,‘;C: „'`-r,"‘‘,0-:‘ "§n A 4? Y .,,'e_ ' ,..--::4:;::44,,i41.1- "'9 3 9TA< *�, �3 4 -�, ";, ° ,;,,i ' -,utz g^ ,,, # � § i' `� _P.,', .-',.,;•-•,:-.,--,, ,..„ �' ' ,, Yi°'ai s t :yg + '- . , ,,� � , \i_� '-:,,,,,,-:-,,...--4. �� "°^a' �'�,, PPok �rz^ � � � '' -��,� �*'. ��,t,'--:-'7,-',7'F �f a- � �4 a ^'tea. .„y2 a •, '. x a° �^ 4 �' 3,, ..k:" 1k, - & �*16-.:*:," i { .:-,.' a� ,_: �`'" \°�r. ;' " ' r r a,�{ *r'''.0.-''' ' ° a{ ,, Tw ,y , „ 1 .a Y °$ , e T", f X1 4"-' .� � . `' f H� a+° r ;_,,,-;',4*--;,,,„;:: .. •` � �'.".��. � �xa ` y$.�'"�:r� � •�� a�"a � a•�,. a °�"r_3n' •--''"'� � ,'v.\ � ‘,,,k,;,,,'.4,,-, ��.:°>x +sR'Si,'; ' *. ,ba x " .z"P.e a';';'‘,V,:':::::‘ p,t e �'r. --" • „'r # 14-,4t,,,' `.. `4 li: ,a'`" � ,+ x ,, . `r .e�'w�" F °5 - y �, i .1,,a ' * g" ,� %,, °'^t Ate, „,, . ,°c _ 44 - --7".t... ' �,>a_ -- '1/2:4 M"` vt. $ - --14,- ?r fig+ \:z,- - ,.„., , , \ l', � � � "�� a y' i," =5' 41* .p - "" per b" ,4. $4:0,no -� +4 a.� t F -,,,t,*,r4-1,,,,....*-ii i, ° ,te ,k• .s-° '� � * � { r _,° -'a '`• - t Ng„ .a=cs »«x ,,,,,::1',1,471 .,:',,,:.t'•.." -,2,,,4 4 e-:,,, , „ a • ffi - -i _ '.� �4 `,yet Relevant Experience urban Forest a Largo' Florida Agency: City of Largo Dave='t s Resource .Coup, Ec. Contact: Phil Christman, Assistant Parks • Three part project providing the City with tree Superintendent comprehensive view of its public and private Tel.: 727.587.6740 ext. 5215 resources and a plan that serves as a road map for the Email: PChristm@largo.com long-term management and improvement of the City's tree canopy. Years) Jul 2013 Nov 2015 Completed a citywide tee inventory. • Used GIS to assess tree canopy. Term 6 years • Modeled stormwater runoff and assessed air quality. fi`� � Modeled urban heat island effects. ° , � � ^ • ' s Assessed 311 calls, � � • Reviewed City code and ordinance. rt ,r � x � � -1 g. � •°, �, . MetvrithCitystaffinplanning,communitydevelopment/ d code, police, and staff from utilities (both City and P '..-k,•„;'''':,i':'1,4;•:•,,t4t.10,•.:',.$;,-,,'4e,,,,,,-;;-",'1.,`,k:..- ,,Ativet.V.41'.,-'',..-2,,' • Plan conveyed a vision and mission for the futurehow f, forest and put forth 16 strategies for action on how to ,.� ; : re ` , achieve that vision. _, rt s > m "_ a1 CITY OF MIAMI BEACH R.t;pstatlon Transpint,on a."� L nopy interception &evaporation • l, ,i- via , �,, '' lm�ervioas i �.' "1 a ''"a`S} b` Ev pot spirat7otl • e," a'`a a aac °moi' az t ; maisb rn9 yt F 5 runoff searag.pntenbal �g ""a� �` < '.cmc01,,„;„..,-.0z-.9,-A4 . .` �s '''': ��-' au' „ .." L nP ,•'. � ,^. ,� I -•••,e,....� �qa Yu ` �" a� s' S i. aIlly u°e� � d� ��.�e� � � g"�� 2` 'ls<"sx r. plw4Aml4Mii. ,' ''''''''d ,:' .;°� 'w A re ate layer rovides temporar Permeable pavement allows storm or 99 9 Y P Y � to infiiltrate surface, recharging sub-soil storage while $tormwater ow;,ta.bse,au ,, + , and irrigating trees in Filtrates sub-soil Subbase .,;.0.721,:f.'"'"'". �arntpxGad ralrt pa nA -'� Cancr• polors Aeld,Y roory Fbma,,, mon termswt.. mMules set en E+'".�e Ro,,flows ad',-Gu.WMd ,,.i-w,a a. e o-rb„uan w ,eaymG of.eaWarA radoases rays. Relevant Experience Strraawater to Street Trees trite States EPA Agency: USEPA Davey Resource Group, 3c, Contact: Chris Solloway, Program • Worked with USEPA engineers and scientist to select Manager systems for inclusion in the guidebook, "stormwater to Tel.: 202.566.1201 Street Trees" (EPA 841 B 13 001). Email: Solloway.Chris@epa.gov • Researched engineered systems designed to manage a volume of stormwater and successfully grow trees in an Year(s) 2011 - 2013 urban setting. • Researched and learned the pros and cons of using Term 3 years structural soil, suspended pavement, bioswales, � .,. , linear tree pits, pervious paving, and green roofs for stormwater management and urban tree development. Interviewed municipal users, system designers, and engineers. • Sought out case studies. •to Complied results and work guidebook. • STREET TRZES DRG designed the guidebook, including producing the illustrations and making the final product compatible �� "� with Section 508 of the Rehabilitation Act of 1973. CITY OF MIAMI BEACH ya a ' 7 ins Viz-x I ttL' ,]!w ��r' a �y � Z�. ,� er., a � s `... : : ::,;::-4--,-;:,aur � " <: _ ' wi& • 2Itfiii Rra ASA!) . Qt,-*we *. +� - • € ui11 A< a� " II ;• � �ae .s � aaer � � ri wxwiar �.. � ..3.. "" rna ' .• , +_ Raaf 7 a AAra'4"i 3e* '.4 44***,' •• ffi ^ w + �: .,..,. T ri waM4 Ie rf#14 1� ��,� a / n �,I ba�adk d�%r7a fx°�«f• 1 ��` �,N... a raAfxw> a \ „, ,,„,Az-;1,,Act4i4ft-...47:.. .--,?,,...k;7,4.,.,,ct.t.,:if:::zts -iti' ,,..% .,-",,,,I, ,,,,,.. ,,, ,,,,,, ...., -„,,,- ,,,,,,,,,,....4.1„, ,,„,,,,,,,,,..:74'.,,,,,*',C4':,:*'f!C4t.S414:4*.;71 -4,‘ ,4."t‘; a ,.,',4,.-10..."° ''''4'k ' ', I ir- ...,•,• 1 -',,-41,- * ' •,„..-s-:' ;,.. -:.-1.:. --":” ., ".2:44.4' . - aW, - .. "� ',-'4,.-..,:. ---• -;=- -,...- '' 4C. r' - _ _ $F +R•" S`9, a, a dt% .• a .s ' 'i a+ } +; .,.* x o at ----..-,z--;---;.---...,,-, "' - „ � " a yx as,1:14. »� ora` a\-.'? - a a - < • �' a". > zt' s^- —..- '. �" ��sem. 4.'e '." .w.m*."' }om. �'�R ''A«f on'u's s Relevant Experience Urban forest Master Plan Greenbelt, Maryland Agency: City of Greenbelt Davey Resource Group, Inc. Contact: Brian Townsend, Assistant ▪ The City of Greenbelt, located northeast of Washington, Director of Public Works D.C., is a leader in environmental stewardship. Founded Tel.: 301.474.8004 in 1937 as one of America's first planned communities Email: BTownsend@greenbeltmd.gov and"Garden Towns,"the layout of the City was designed for sustainability and community interaction. Year(s) Nov 2016 - Present ▪ Used exiting date to assess the state of the urban forest. • Reviewed City code, plans, and ordinance. Term 2 years • Met with City staff. • Plan recommended short- and long term goals and objectives that Greenbelt can implement incrementally y i" 414 kr, until the urban forest management program is providing the level of service desired by staff and citizens. ,:.,g �°�'. ..;,.-,„. Wit,, ` P :ate eax. _ " CITY OF MIAMI BEACH RFC!#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT nigilr, ' ".ti s `�_ k " ,:,5 ; m w' z. w ' \ 2 \ ° Z .tea• .,.,. A s � -t fie:_- i> , , ^' ..o c* ..aRAte, .,,' «a S�"` , .5.,. R ,. �. R _ ,. Ze Relevant Experience Urban Tal a �assee, Florida Agency: City of Tallahassee, Florida Davey tRasurce Group, rc. er Man Contact: Mindy Mohrman, Urban Forester • Project's main goal is to create a plan for Tallahassee Tel.: 850.891.6415 that provides targeted ways for the City to improve Email: Melinda.Mohrman@talgov.com tree management so that Tallahassee's urban forest is healthier and more sustainable. Year(s) September 2017 Present For the project, DRG and our MBE project partners: • Completed baseline assessments of urban forest cover, Term 1 year including an urban tree canopy assessment and 3% sample segment inventory of public streets. • Utilized the urban tree canopy assessment, tree inventory, and i-Tree to understand the urban forest's spatial distribution, diversity, condition, relative age, and the ecological and social services tree canopy provides to Tallahassee. Reviewed tree-related documents and existing City " ,11':.,1 .:,-- Iistudies. .'3 Used GIS to estimate the effects of Hurricane Hermine �Fi�. on Tallahassee's tree canopy. *' P' Involved and engaged the community and invested City staff in the planning process through online surveys, interviews, and public meetings. -, Currently, DRG is in the process of developing an urban r .•_� . master plan that incorporates the assessment findings x and public, stakeholder and staff input to establish ray " a vision, goals, objectives, and strategies for the T sustainable management of Tallahassee's urban forest. CITY OF MIAMI BEACH 35 3 moi '\ �` .\\`��. `\. ` \F°� 8y l 3 a Q. e \ � Via. � 9' !:14-A-,,-,0,-:,,,04'4,,..,',.,-. °� �x� \ `'\� !! y :.\ '� E c • .• .z @• g h ‘,`::,:(1: 5�' ` ?a \ �` ,. a �a , \ t\ a • �':`N•i +.r. p 4 f �, 3 ` as F , t P'- /':,'. i gyp" --i stz 1 ay :- ;.41— A ;,;:.T.'' '-'\--.`' �, 'A• .,,p f S7 yj /-4,,,,,,,v7;,,,,-,-,., x ��,rz ..r- .: 1 i r�jas .�t' "��xr;b �jg ,,,,� �a�� t` � i -: > G;�+I`.' � �r �p� ,3. �� I $ y'� �� i , 1 v� ;%/ f I it yJ� � ,r � 70 ..4 ik jp T1 .4.,:,-;,-,•i; ' y�.tAl S tj �1y F; � :�.1 ``-'''i I '., `I � ✓� ,1 ' ,,fel — "'''2,-.,<--- <,'-'4',-,,,,,r 'r e�' ,� ,,'t:;: � ,,,l. �� 7 r �« J �+ e`er .'ta 4h Y. t4l 1. --x..�e 3'1 ai F In �----'''41#741 :1;;- :---:'-''''' ''''''-' 2 �' t `�'.\, St ( i ti r,r �. �. ` a3�3 X �,F � '�� t�� % � r 1 n f r,,:. �'\ %;,,,,t,.;:•:...�° ,a r�"'�° � i � 4��_��, . �gJ�`�- • agq" ;. f !' �a� 1f' ., � 1:! ,r s.. a - I t '�`' Y Z. 'F '..'\: ��,,r� ..z f 7` '^�`-, :a'�', 9 ' .x ` . .0 ' At,..„ ,...,,,..„.,...,„,,,,,.,_:,,,,,.„..,/,,,,:,,,,./„. y3st t. • p f \ " "� ., rte ✓' r yam ,1 '`^„. _ °aV-'' \`.n , � ir X 6'r�, / ': ` ,s" ., �•'''' t!...:"-- ,,',„' .-a---:.;.``:,,`,.;„,'-2'..".;-.'''..,'a �,, 'y 36 t' , . '' ,+y:: �,'�',. �', ,.< - , .)` �- ''! y, '� ;fig'r. �r yr ,a;,,/ l.,7,6.;.,—�; ^�� -,::'-`ii, j . }� � �� r+1 -,,,,,,,,..,•-:::'.: L 3f a ! � ) ,�' •,...\--::::.- /� ..,„-. ..):**4:8. fr 6 .7 417:,...-‘..."7:c.'; �dJ �\'�, f'� y''�- l .. k �4 .:1.......„',,::,-.-...,...T*- .. ' w 4 st _'i4a` e ` ' ',`. \ ?. :„,,,,,-4,, s' tx r :.i ! 4 1 \ 7. :,*,-.7*---- a ' ,lot4 Ili/ J> '' ' ; . , ' itio,,)4#,,,,, -..I.,,, 7, -.,,i,',i h;",,i'm '' .,..,4\1"i;',.f.of, '.-, '',;„ATIlim 7 -' li1"1"7"I'''''''' l� >l�a. ali,: ''. 'Mn _ ':,. �w � . 'sz q � -�r c3� ''� t” �� a ter- ,� , ill �. ¢ —�tii•�...„-•.1 at �-... � � � � � ..,��; w �Cr �� :S • _ . � 1 fir, . ^e „-- ., vm � _ 4 K y, 9Y � •c-fib ' +....wa„w 'xi, xa` _ �,,,,. : L._._t fix i "S•,1'''''''''''.' 4'4". .� t 'fie= u ' lam.r. ._,,,yam-y. 4 7 bF�l' .,tea 3A'. _-..----!.-,1:::,...41,---,-,:,,A.,-_ 'r"aC �:L x. '>aj' .yt iT `"`m'-tl ' .F..a -..'"`"'..` ... Relevant Experience City-wide Tree Planting Master Plan Oakland Park, Florida Agency: City of Oakland Park Calvin, Giordano &Associates, Inc. Contact: Harvey Rambarath, Asst. Director • CGA develop a Master Tree Planting Plan that identified Tel.: 954.630.4478 opportunities to strengthen the urban canopy in public Email: harveyr@oaklandparkfl.gov lands and roadways. • Over a dozen parks and City facilities were inspected Years) 2016 and inventoried, as well as over ten major corridors, as to where new trees could be planted. An emphasis was Term 2 years placed on enhancing main entrance ways into the City, increasing overall tree canopy and its survivability rates, developing planting standards, and establishing a more " �• ` unified look throughout the City. ',• �y'� • Today, the plan has. become the basis for yearly ,.;` x• r ,� .< budgeting for canopy mprovement and preservation. ` � = • CGA also assisted in successfully securing Tree Canopy '� ,, Trust Funding from Broward County to help implement Phase One of the project, consisting of the planting of k�kik � '`�" � over •100 new street trees. 4 <,�. .44„..........„ • 1 CITY OF MIAMI BEACH RFQ#:2018 187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT lc" %▪�, .. I. y z $""may ) I 1:*,9 r <, ,,.y,'+.�a •,�t+ 1 £ ` -AC J'C'L -" " ..r#Y '$ , i. '4� . i- ♦ /�' 1,,•"° i+ i� k y�i •ftp i" : 4 c Y d ,�P'r74 � {E � ' � ;• ., w r..:7*.;; 1f�_#R�-r y .- t i ' 11)1'• „: ' l� y $ � • ih�0-t.'‘-', �C Y„�a i �r:�� x ,y S�° � t ,� � '' «S,,,,,,,,,x‘,„,„„,..,.„,„ N �y� � .l1,, n 1 s� • , .p -L ., 73, . �).....,�� + r A ',kx s^ ,`4 f ,p,/y4 -!V ,� ,. .,,3`=' �..,- a h ra sir r r s it.-N 0�� i .. $ a• i ;i rtes y'f F j`"3 f Y,,▪' {4 ,f. .. ,>.�b w' •4,447.4 .4 r 5. � it.t.,, r l ) S'`' _.,. • , . )j,�..i �.� ,t 1104, 3 • ,A �. -7 ''''v"'- ` a ,it' • `�� v. `”,.* 'Y {�.. , �tfwIl �Q .�law fq j,,y '�I0 �. A`. '�• - -lit.- 1 :. lifi °,,,,.. :4,,‘, ,„,-:.,-,,,*,,,,,,, ,,,„,:,,,,,,,,,,,,,,,,r, .,,,,,i,, ,,,,17,..-,,„, „Alti„,„._ , ,,.1 „i,,,,,,,,,,,, . wi. ', S::s r k ' 4 n "�` r.'L„4-,,,?...1w.:t, ,,, v' .,f: i {`s •. 1 .;„ ',.,,,,' , ',. k.i:,,,,„,,,,,,::,' * , ,, N.. ''' i. 44 r ; € f 7,41,,1/4„, _:u 1 `'',',;"11;.''',:t, at r1. = � ,. • ,,* tom. .s ;„1.13ter. -',.'''t -,-;•,:'' ' ,,, ';',4,t-,,,t4.,' ,4,, ,-,,"'',-.2:-;,..;,-.,,, -.•:;:,...?„' its ti ' ' gra;;. +a �� 3 € !.7,:,. ,',, : ...h„, ,-,,,,,0*,1:, ,...., 4k,",,,... ,, ',,,,,,,4+ , ......7 , ,,. , ,,, , , ?, , ,t, a ..:2.4;:t!" «ls�' '�`' s �•r_�@ ,x t S -.•,;',.' '-.•': ' ii:` ,L111',„1., --- '.4. -.;;',, i' :, -''',,,.-`4", ;. ••• -.,4, %,,...4,,; , ','!,'1..! ,. .,,,•,, ,. , , 4,,,. , ,,,,.t7:-.---- ,, ...• , :!sit,,--,.:.;,,, i ,,i, i „II,-• ,i,,-:. ,—..,..„,.k'*Ii..°'444,::t•t-:"'„.,„„. - • •1!' ,,,;2r,"",,,0,44.„,„. ,...,,, ,,.,, .. , ,„ :-. ',,,to. ,;41%.,,,,,,,''',,,0,4,;°'.*''.4.:° .l'- „.,..„,.* s","*V.,t` 4 „i,,,, ,:111 .-1-,---- , ,, ' „-„t,,,, ,,,p;„,,,,4,-",%,,,,,s,,..„4:,. , ,x s° ' R° > a y�S C ld +b vF `& w` Relevant Experience City-wide Tree Inventory and Mapping Project Lauderdale Lakes, Florida Agency: City of Lauderdale Lakes Calvin, Giordano &Associates, Inc. Contact: Kathleen Marg • CGA inventoried and mapped all the City's street trees, Tel.: 954.535.2786 drainage swales, and various neighborhood features. Email: KathleenM@lauderdalelakes.org The scope included quantifying all the vegetation within the City's rights of way, specie identification, an Years) 2008 evaluation and assessment of the quality of the trees, and an evaluation of all Swale conditions and their Term 2 years ability to sustain future canopy growth. • CGA also inventoried and mapped the locations of neighborhood features, such as monument signs, entry columns, traffic calming speed "humps", and paver walks — many implemented by HO with the City's ,; ',..:,''.f'',„ assistance. � � • CGA collected all field data using hand held GPS units, �..w which once collected were used to build a GIS database � , and digital maps. 3v � � y3 a )•-,„ � � �•�a,, axis'' ¢. icei$$ CITY OF MIAMI BEACH RFC)#:2018 187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT �A F' i�� # r «� SZii am --,.-,,,,,w, ,.,11.,:',„1- ,i,,..! :,!,1):,,,,'11 ',„I'''''''' •. , ,, - - :::,..''' •-i'•,::'' ,!..-IS.',:',.:-,.1,;:..:,,,,;0<, :w4,;(r„,'''• 1,,'A, •-,,.,,,'N,,,,,t,itt,;_•,,,,,,,,ir,,,,f-..' • -.- \ ,..„,,,,, i 1fi > ••'.. ,..4,,,,,-,-. -. 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',' six a A. s a .4.1.1,;4'.:,,--,. ... a' Relevant Experience City-wide Tree Inventory and Mapping Project Weston, Florida Agency: City of Weston, Florida Calvin, Giordano &Associates, Inc. Contact: Denise Barrett, Dir. of Comm. • CGA assisted the City in obtaining an Urban and Tel.: 954.385.2000 Community ForestryGrant from the Florida Division of Email: dbarrett@westonfl.org Forestry in the amount of $34,640.00 to inventory and map the City's trees. Year(s) 2005-2009 • Overall, CGA inventoried, evaluated, and mapped over 30,000 trees, including all the trees in the City's parks Term 5 years and public rights-of-way. • The report included maintenance recommendations for fertilization, trimming and pruning, replacement of damaged or all trees, yearly budgeting, work flows and W. recommendations to update the inventory and its data, mays ,.„:7:2',.,- ;..:,,°;,., and scheduling maintenance. �:_� �, CGA generated a set of goals and objectives aimed at improving the City's Urban Forestry Program. -04 {` Based on the plan generated by CGA, the City has continuously updated its tree inventory data with the support of CGA GIS services. • ' z ' _ .. � W ' CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT s ti s , ,rs-77 is "FA S!� T v �.te q4 - A ' Al •1 ♦I{ ,r� t�`:l i !'' _. � s/'�J�d a xrxf ice'& \''3t\ `� 1.....1.,.=.14,. Z _ - .� -` -,4'i'�1� '\\4g 1$ti � y: u t : „0„,,,,,,,,..,,,I, il. �''t ,fes , \, k "} ; s -,-,1,6,-',Y, , ''; L ;,\*- , 41� V,. �°�,, y ," 1x. f',Yo 1.` h ri., ,.1 v s• \8•'� �" .,„ 'v.. F 7 °s+r 1.• i s \� rti' l -� ud, �a�(,` ,why s'° y +. r '„ °, , � Vi ,� . Yq 1 �.•:‘,4, . zli �,; h�,1 '141 x 4►,,\ .1 • t« { � f` 1 i t t ,: , }F s '`7 1•i� 1 a } \' a,, a e ; 4 - C t� s j i pp k �� ri<\::,.:t,•\,?,,,i•\‘x,,,Is:iiit,-,..rv,1,,,;),,,,,iv.‘,.., Ask -°� �� , rel'BON„';,n; \ 5 ��k . }�� (' y)� SPP " �\ av � \, K $. I , fi �t o:br •e \:esti, `,74�, 1C(Xt+k ‘ • `-- a\,�..-.{:`- ril/iliS• .-- ''.,;.: p ,yt 't . f �'. �C >'2.,:;;; .. '� Ass .:''',",' ,1 :;.,`•0, ., 'h;s. ‘.:Ap ":"..: 1 ‘1•''r'',$4 '''''' ,''., ' ',5?`7,1''''14' :::':. ,4,.:A ;,: -,%-i--:: ':-:, i-7 . — -I . , . : .. r4.) ..,,,,,,,,e r 04 ,,,, r. i ‘,., ;,,, ;„ . „, , ,i,,,,,,,, ,4 c.,;,...., _._ ! t,, . . ,.;‘ ,,-=----.7- ' : : : ',' ''''7 : ,..,.' •' '''i• il"' ill'i..fiti,„:!-*'::' ''''''.! ' '1,',.; 't*'' v;ii•-•i '''4''lk•kt`' :k '.::•11-r'''-,i.;411; - !! 1 ' '.;. ' - i , ,:', 11'''' , 1 f."' ' ', ;:: ':' ' 1 . ', -ft sit •'.,5,- ' .,, .4,p ‘k.,,to s't,%"-, 4 l` k '2.r j i 3+(36 "'1 ; � , z�+p 8`a- - .ag `% '... r '� 1 tet: P ++YW +e. L `` 1 8iii(( r a`3 '' ,'' "'titeo,„," • � , 11q $. �� " Relevant Experience Landscape Standards Manual Deerfield Beach, Florida Agency: City of Deerfield Beach, FL Calvin, Giordano &Associates, Inc. Contact: Eric Power • Created a workable, easy-to-read, and understandable Tel.: 954.480.4211 landscape manual for residential and commercial Email: EPower@deerfield-beach.com property owners. • Document was categorized into Urban Trees, Street Year(s) 2017 Trees, Trees below Utility Lines, and Flowering Trees. • Planting details, shade, and other characteristics were Term On-going also included. • Included research and recommendations for code ,; changes regarding landscape minimum requirements for older/existing properties which could not meet r ' : current standards and processes to achieve compliance. 7 , , - ? •I Recommendations were provided regarding green `�,� �` infrastructure practices, including means and methods � t ` ' to encourage compliance for these measures,specifically ��, � � for commercial properties. 4,,, • Addressed Florida friendly landscape principles, recommendations for new standards on excavation of ;x `uAL planting areas, and soil mixes. �` � �` • The code was analyzed and recommendations were made to adopt standards to promote water conservation and other sustainable practices. Deerfield ' .' Beach FL ag CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT t7�r` 110, r L.; ,�*^ 3 +�, '''.-2,4;' s P . -4 n, .. fit � •. ' d R4 !+FzS ii . 6 ' .rte. „,* ) Y' l+ . M ' . 9*- `� a � � � � �' �,� # T �yF f. •:',..;'.: , � � . r k • t', I,,,;'"., '',.. 1:,_::‘ aw. : .r.ts, ,rt.:---.. ,....:.-,'1,....4v ----,' ...,„,.„.. .,. .47,., se, ,,, ..t ... ....,,,,,k, 1,., : - - .k ''....,4,c,,,i '-.-. ''• . i::: ' ::: 1:' . .`;;-:;. ''''''' '''''''''''-':::::::.'':*tt;9 i;-41:;t4i:•'' 1 1 '1'S'f"'e;:', ';71.i. It ''''-', ,•,..7,1''''14, ' :q.,:t.k..,:z,„,„...,,,,'-'''.',;:'4.=!.4.:',;.,-,,,m,,,, es,�'' r< u, '�:� lmma +4 �" '`, 6�� L'-_,,,,,,,,,, : - �L� a � u'' .�s •. , 0 ,,,,, a •s ,y. `k 4''' '. � '4$ , c 44 sdEa6 ate t 1 c '�s r- f °� . „".4- E' » Relevant Experience Landscape and Streetscape Design Standards Oakland Park, Florida Calvin, Giordano &Associates, inc. Agency: City of Oakland Park Contact: Harvey Rambarath, Asst. Director • CGA developed comprehensive, overall Landscape and Tel.: 954.630.4478 Streetscape Design Standards for the entire City. Email: harveyr@oaklandparkfl.gov • The purpose of the standards was to provide a tool to improve community appearance and to promote the Year(s) 2016 development of a livable, walkable, and sustainable community. These standards replaced the City's existing Term 1 year Landscape Code and applied to all of the areas of the City and all types of development, including public roadways, City facilities, parks, private developers, t r.t: '''' businesses, and homeowners. • The guidelines consolidated all 's fragmented �`� �� landscape codes into one masteroftheCitydocument, and I, � " it modernized the code criteria, allowed for more '"" `i•ce " � • flexibility, and provided more consistency throughout 1 the code sections. ' ,aA .. . -y '. • The manual encourages the planting olf large shade trees, ' the use of native and Florida friendly plants, promotes � the use of hardy and low maintenance plant materials, • ''�� and includes recommendations for homeowners with ,. ili answers to frequently asked questions, recommended tree and plant lists,and alternative,organic maintenance i `" practices. brhnh, . CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT�' 40 • DAVEY 'J. a Resource Group 2.2 Qualifications of Proposer Team MIAMI BEACH DRG PROJECT MANAGEMENT Joseph Gregory, M.A., ISA DAVEY RESOURCE GROUP, INC. (DRG) Principal-in-Charge CALVIN,GIORDANO&ASSOCIATES, INC.(CGA) Joshua J. Behounek, ISA Overall Project Manager DRG DESIGN AND DEVELOPMENT Shirley Vaughn, M.S., ISA DAVEY RESOURCE GROUP, INC. (DRG) Lead Municipal Arborist CALVIN,GIORDANO&ASSOCIATES, INC.(CGA) CGA Michael D. Conner, RLA, ASLA, ISA Lead Landscape Architect/Arborist 1 Gianno Feoli Lead Urban Designer DRG William D. Ayersman, GISP Lead Tree Assessment and Analysis DRG TECHNICAL SUPPORT AND PRODUCTION Ruth Ann Sobnosky, M.S. DAVEY RESOURCE GROUP, INC. (DRG) Team Management/Administration CALVIN,GIORDANO&ASSOCIATES, INC.(CGA) Daniel A. Herms Lead Climate Specialist CGA Tammy Cook-Weedon, ASLA, RLA, LEED AP BD+C Landscape Architect/LEED Professional David Grasso-O'Brien, ISA Landscape Plan Specialist/Arborist Patrick Murphy, ISA Landscape Plan Specialist/Arborist Drew Lindemann, ISA Environmental Specialist CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT DAVEY± Resource Group STAFFING AND RESPONSIBILITIES PLAN NAME ROLE RESPONSIBILITIES JOSEPH GREGORY Principal-in-Charge Operational Manager, arboriculture consulting, urban forest design, urban planning, &Best Management Practices. Project management, coordination with CGA, community JOSHUA J. BEHOUNEK Overall Project Manager visioning, public outreach strategies, goal setting, client communication, draft reviews, &brainstorming. Working with CGA on data analyses & review of tree inventory SHIRLEY VAUGH Lead Municipal Arborist budgeting, work planning, operational objectives & strategies, plan writing,storm planning,brainstorming.&document review MICHAEL D. CONNER Lead Landscape Architect/ Arboriculture consulting, tree assessment. operation review. rborist urban forestry planning, &tree planting strategies. ead Urban R Community visioning, urban design'context; planning goats& GIANNO FEOLI Igner .objectives,public outreach, &sustainability planning strategies. Lea i ree Assessment and 5:i arae. es"..��em" e + —essment,tree benefit WILLIAM D. AYERSMAN Analysis estimation,surface temperature, climate,&hydrologic modeling. Team Management/ Contract administration, invoicing & team management, RUTH ANN SOBNOSKY Administration budgeting, work planning,`plan writing, & operational and document reviews. Leading researcher on climate effects on the urban forest, plant DANIEL A. HERMS Lead Climate Specialist pest specialist, plant disease specialist. & Best Management aotr TAMMY COOK-WEEDON Landscape Architect/ Sustainable planning & design, community visioning, public LEE)Professional outreach, client communication, &coordination with DRG. DAVID GRASSO-O'BRIEN Landscape Plan Specialist/ Tree planting specifications, landscape plan reviews, & tree Arborist inspections ., ., ., . Landscape Plan Specialist/ Arboriculture consulting, landscape plan reviews, & tree PATRICK MURPHY Arborist inspection, DREW LINDEMANN Environmental Specialist Tree assessments, environmental specialist,and tree inventories. CITY OF MIAMI BEACH 'FO#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT. 'r 42 DAVEY*. Resource Group Staff Expertise The team of DRG and CGA have the expertise needed • Caretakers for historic properties and places to develop Miami Beach's Urban Forest Master Plan including Central Park and the White House. • including: Diverse and in depth knowledge of successful • ISA Certified Arborist and Municipal Specialist, present-daymunicipalurbanforestryprograms and ISA Qualified Tree Risk Assessor operate. certifications. • i Tree insider; we are the development partner • In-house GIS capabilities. with the USFS and technical supporter of i-Tree • Environmental and urban planning. Tools. • Arboriculture and climate change scientist. Conducted research on natural resource issues, including the economic impacts of urban • Facilitation, electronic information gathering, waterway restorations, green infrastructure, and marketing. urban forestry management, ecosystem • Urban and natural lands management with benefits of trees, socio-demographic value of Certification in Natural Lands Management trees, land conservation trends, urban wood through the University of Florida Institute of utilization, and the spatial development of Food and Agricultural Sciences (IFAS) and The cities. Nature Conservancy. ,y�,,ra 141 '/`h $y, l` #-"'`� ; 'y.�W»y,- s y (yl'R.rj� 41 L t 6 .� €glikro,,,,e,' p`4gk>'t T' t YMt+4'C'.:u^ ,. 1 S ' '� 1r •4 4:,A4314..;;), ,r ` 2 L 'iii f -,;?...;.:1'4'. , , ,y, ,�''�;? §«, f� 1\ of k k } r°' '" JlJ' ' e e ,t.-k1;" . yR!V" ' �' yT ..('''':''',4. a t e 4 ai, ,b Ir! • / it. � � � $. �'/Jp.,- ...�,',��' �,�':'' q 4 �.' � � y� ;4� � L �I [ --:-. � j ' i f 4 �Y �'g r � Y'P;w.: ., w....,a tk. � J _ II N 'yi f-� ',{ I l' IItj s 9 s t �� i R , 4 $ ' kgg° t` .- s " '''';.* '''''''''' r ' '11 ..— ,°"1''''''ri ''''''''°''' Ifr ''Z, ;g•R''AO 41, II' ' ' ?"' 14; ' ''.i 47(t t�, 7 �- r: a - ,1 t ' '0 :'-f j?/-:it. -'4:4'-'• -'' ' - % - -----,-4,:- -, i:--' :i.-' -,- '''''''- • .-_ ,_,4„......:_,,„ ML4,- , : saw„'' a 0, ';, •s v `` .z..,,,4,,--z< . °`-. fir .`J "'—I �. ..r' s 5� ‘,',,,-3.7-'7,- A "°e,�aS'�a � -� .. � ,"1Y, ��, �‘�._,�y�j� .,- (gal ,�t`+m�"m' ; a'�, ";�° +w.«Pie:' �,..r ,, <.. ik �. ''''''.6:71 "-..:*:: ..J, - /`".:+ii° �'` ,.. , r �� ,.T� 'c°��.€." � +-„� ��br e . � 4,,,,,* � ,�� alk Y.�- ..i.ri .s-,z.-.=..,-N, ''4''''44$'4''''`.. °•,,,Z..... f'.°,—''''', -7'7," -..' • ''''. ' CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT DAVEY . Resource Group Joseph Gregory, M.A., ISA Davey Resource Group, Inc. Project Role Principal-in-Charge RELEVANT EXPERIENCE Master Plans: Charlotte, NC; Cleveland OH; Columbia, MO; Kansas City, MO (in progress); Tree Mr. Gregory is the Regional Operations Manager Pittsburgh, PA; and Tallahassee, FL (in progress) and is responsible for providing operational, fiscal, and sales support to all regional operational teams. Public Meeting Facilitation for Urban Forest Master He is a planner and an urban forester by training Plans: Cleveland, OH; and Tree Pittsburgh, PA and has coordinated numerous projects throughout the U.S., including municipal inventories in Orlando, Detroit, Charlotte, Raleigh, Pittsburgh, and Elgin. Special Projects: Elgin, IL - ARRA project; Pittsburgh He has extensive experience with GIS and GPS Operations Review; American Forests Community technologies, several types of field data collection Releaf (several communities); Pittsburgh iTree Eco; computer/units, tree inventories, tree inventory MI DNR - 3 City i-Tree Eco; Kansas City, MO - i-Tree management software, urban tree risk assessment, Eco urban tree canopy analyses, and the i-Tree suite of software. Ordinance/Code Development: Pittsburgh, PA; Racine, WI (in progress) Special Training Education Davey Personal Excellence and Safety Leadership, M.A., Geography and Urban Planning, 2013, The The Davey Tree Expert Company, 2011 & 2017 University of Akron B.S., Conservation, 2001, Kent State University Up By Roots Workshop, Presented by Jim Urban, 2010 Certifications Adult First Aid/CPR/AED, American Red Cross, 2017 Municipal Forester Institute (MEI), Society of Certified Arborist and Municipal Specialist (OH- Municipal Arborists, 2006 1420AM), ISA Trees, People, and the Law Seminar, The National Professional Affiliations Arbor Day Foundation, 2004 Copley Township, Ohio Architectural Review Board (Board Member) Cuyahoga River Community Planning Organization (Board Member) International Society of Arboriculture (Ohio Chapter) 44 r DAVEY , . Resource Group Joshua J. Behounek, ISA Davey Resource Group, Inc. Project Role Overall Project Manager 4RELEVANT EXPERIENCE Master Plans: Charlotte, NC; Cleveland, OH; Columbia, MO; Kansas City, MO (in progress); Tree Mr. Behounek is the coordinator of urban forestry Pittsburgh, PA; and Tallahassee, FL (in progress). services and manages a dynamic group of urban Public Meeting Facilitation for Urban Forest foresters, planners, arborists, and biologists. He Master Plans: Kansas City, MO; Tree Pittsburgh, PA; is responsible for promoting the wide range of Columbia, MO. services that DRG offers to clients within the Eastern Special Projects: Elgin, IL - ARRA project; Illinois United States. He and his team focus on developing the most'efficient and current solutionsfor"clients DNR- Tale of Four(4) Cities; MI DNR - Three (3) City through the use of technology and personal i-Tree Eco; Kansas City, MO - i-Tree Eco; Detriot, MI - customer service. He is an International Society of tree inventory; St. Louis, MO - tree inventory. Arboriculture (ISA) Certified Arborist and Municipal Ordinance/Code Development: Grand Rapids, MI; Specialist and he's an ISA Tree Risk Assessment Manchester, MO; Columbia, MO; Racine, WI (in Qualification (TRAQ), progress) y `* Special Training am� � :- b _ �.. ��. . ArborMaster Climbing Levels 1 &2; Precision Felling Education Level 1 B.S., Forest Resource Management, 2001, Southern Davey Institute of Tree Sciences, The Davey Tree Illinois University Carbondale Expert Company Municipal Forestry Institute, Society of Municipal Arborists Certifications Certified Arborist and Municipal Specialist (IL- Tour des Trees Bike Ride, 2012 4282AM), ISA Urban Forest Strike Team Tree Risk Assessment Qualification (TRAQ), ISA PRESENTATIONS Professional Affiliations Behounek, J. "In Defense of Trees." Presented at the National Arbor Day Foundation's Partners in Community Tree Task Force - City of Columbia, Community Forestry Conference, Indianapolis, Missouri (Vice Chair) Indiana, 2016 International Society of Arboriculture - Midwestern Behounek, J. "Using i-Tree to Demonstrate Value." Chapter Presented at the Brazilian Society of Urban Forestry, International Society of Arborists (Test Committee) 2012 Missouri Community Forestry Council (Former Behounek,J. "Stimulate a Sustainable Urban Forestry Chair, Membership Chair) Program Through Partnerships." Presented at Society of Municipal Arborists (Awards Committee American Public Works Association International Congress, 2011 Chair) Behounek, J. "Bridging the Interdepartmental Divide - Use Your Urban Forest Management Tools to Build Partnerships Within Your Municipality (4-hour workshop)." Presented at the Society of Municipal Arborists 47th Annual International Conference, 2011 45 DAVEY ' Resource Group Shirley Vaughn, M.S., ISA Davey Resource Group, Inc. Project Role Lead Municipal Arborist RELEVANT EXPERIENCE Florida Tree inventories: Altamonte Springs, �,..= Casselberry, Collier County, Crescent City, DeLand, Ms. Vaughn is a business developer and works Green Cove Springs, Inverness, Jacksonville, with federal, local, and state governments, the Kissimmee, Largo, Leon County, Maitland, North Ohio Department of Transportation (ODOT), and Miami, Port St. Lucie, St. Augustine, Tallahassee, other DOTs in the mid-Atlantic. She specializes in Winter Park developing large-scale tree inventory projects and urban forest master plans and UTC assessments. She also helps DOTs with integrated vegetation Florida Management Plans: Crescent City, management planning. Prior to joining DRG, Ms. Jacksonville, Maitland, Port St. Lucie Vaughn worked for the State of Florida Division of Urban Tree Canopy Assessment Reports: Arlington Forestry as an urban forestry grant administrator. County, VA; Easton, MD; Stow, OH; Macedonia, OH; For the State, she worked with over 20 communities and Richfield, OH in Northeast Florida to ensure that tree planting and maintenance projects were correctly implemented. Special Projects: United States Environmental Protection Agency, Stormwater to Street Trees; Maryland Department of Natural Resources, Urban Education Wood Utilization Research; Ohio Department of Transportation, Integrated Vegetation Management M.S., Geology, University of Iowa Research Project; and Orlando Utilities Commission, B.S., Geology, University of Iowa Stanton Energy Center Reforestation (in progress) Certifications PUBLICATIONS Adult First Aid/CPR/AED, American Red Cross, 2017 Vaughn, S. 2011. "Sustainable Trees in Roadway Medians," APWA Reporter 78(4). Certificate of Natural Lands Management, http://www.apwa.net/Resources/Reporter/ University of Florida IFAS and The Nature UivArticles/2011/4/Sustainable-trees-in-roadway- erty y medians Certified Arborist and Municipal Specialist (FL-5512AM), ISA Vaughn, S. 2011. "The Benefits of Master Planning Your Urban Forest," APWA Reporter 79(4). Professional Affiliations http://www.apwa.net/Resources/Reporter/ American Planning Association Articles/2012/4/The-benefits-of-master-planning- American Public Works Association your-urban-forest International Society of Arboriculture, Ohio Chapter Board Member 2012 - 2013 Professional Grounds Management Society 46 Calvin, Giordano 8 Associates, Inc. EXCEPTIONAL SOLUTIONS' Michael D. Conner, RLA, ASIA, ISA Calvin, Giordano & Associates, Inc. Project Role Lead Landscape Architect/Arborist RELEVANT EXPERIENCE SUMMARY OF QUALIFICATIONS., ARBORIST, INSPECTION AND TREE MITIGATION PROJECT EXPERIENCE Mr. Conner has more an 30 years of combined Tree Inventory, Weston, FL; Project Manager; experience in municipal, commercial, and private CLIENT: City of Weston: Inventoried, quantified, sector work.As a Registered Landscape Architect and qualified, and mapped into GIS all trees within the a Certified Arborist, he is also knowledgeable in all public right-of-way and on city-owned properties. aspects of urban and community forestry planning The first phase of the inventory was completed in and tree inventory and appraisal — particularly in 2006 under an Urban & Community Forestry Grant, built-out environments in the South Florida area. and the entire inventory was done in 2009 and His expertise lies in arboriculture, site planning, included over 25,000 trees and 80 species. The hardscape and landscape design. He also has report allowed the City to set priorities on pruning successful experience in public space creation and operations, scheduling, and budgeting by utilizing planning, arborist services, contract administration, documented field conditions. The inventory was site inspections, and grant writing. updated in 2015, and data put into the i-tree program. Tree Inventory, Lauderdale Lakes, FL; Project Manager; CLIENT: City of Lauderdale Lakes: Education Inventoried, quantified, qualified and mapped into GIS all trees and swale conditions within the public B.S., Landscape Architecture, Ball State University, right-of-way and documented all neighborhood Indiana, 1985 features. Completed in 2008, this was the first tree B.S., Environmental Design, Ball State University, inventory of any kind for the City, and the field data, Indiana, 1985 maps, and GIS information that were created proved Ball State Honors College Sigma Lamba Alpha, very useful to the City staff. Landscape Architecture Honor Society Peace Mound Park, Weston, FL; Project Manager, Professional Registration Lead Designer; CLIENT: City of Weston: Responsible for the design detailing and construction Landscape Architect, Florida License #LA0001181 administration of a waterfront passive park with the ISA Certified Arborist License#FL0777 purpose of ensuring he celebration of existence of an archaeological Tequesta Indian burial mound. Mr. Connor was responsible for conducting an Professional Associations audit of over 200 existing trees, determining their American Society of Landscape Architects, health and relocation parameters, and coordinating Chairperson 1990, Broward Section the mitigation of any vegetation that needed to be Landscape Inspectors Society of Florida removed. International Society of Arboriculture Pines Boulevard — Beautification Grants, Pembroke Pines, FL; Project Manager, Lead Designer; CLIENT: City of Pembroke Pines: Prepared detailed construction drawings and specifications for the landscape and irrigation improvements on 47 Calvin, Giordano 8 Associates, Inc. EXCEPTIONAL SOLUTIONS' Michael Conner, Page 2 two segments of Pines Boulevard east of the plan has become the basis for budgeting in future Florida Turnpike in Pembroke Pines. This included years for tree planting. In addition, the City is implementing two Florida Highway Beautification requesting tree canopy trust funding from Broward Council grants and obtaining all approvals of the County to implement Phase One of the project. The plans from FDOT. In addition, a Design Variance development of this plan has also led to the creation was obtained for the preservation of several existing of new landscape standards for the branding of the large royal palms in the medians. entire day. Cooper City — City Arborist/Urban Forester — 1990 Rolling Oaks Park—Pedestrian Trail, Miami Gardens, — 2000: Served as the City's Landscape Architect FL; Project Manager, Lead Designer; CLIENT: City of and City Arborist for ten years and supervised the Miami Gardens: Designed a 1.5-mile-long pedestrian development and expansion of the City's Urban trail through Rolling Oaks Park. The trail included Forestry Program. Secured numerous Urban & new L.E.D. site lighting, fitness equipment, and Community Forestry Grants to conduct a tree benches. A custom-designed, way-finding signage inventory and prepare an Urban Forestry Master Plan program was developed for all of the trailhead signs, for the City, as well as several tree planting projects directional signs, and mileage markers.The design of and public information seminars to educate the the trail was carefully laid out so as to not disturb the residents on the City's Urban Forestry Program. The hundreds of existing like oak trees on the site. CGA's tree inventory included over 15,000 trees utilizing fees: $140,000. a software program from ACRT, Inc. and resulted in the development of a Work Order program for scheduling and tracking tree pruning activities. John U. Lloyd State Park—Boardwalk Replacements, Dania Beach, FL; Lead Designer; CLIENT: Florida Department of Environmental Protection: Prepared S.R. A1A — Beautification Grant, Fort Lauderdale, detailed design plans and construction drawings for FL; Project Manager, Lead Designer; CLIENT: City the replacement of four existing wood boardwalks of Fort Lauderdale: Prepared construction drawings providing beach access at the park. Mr. Conner and bid specification for the landscape and irrigation conducted an extensive inventory of existing trees in improvements in the medians on S. R. A1A south the areas adjacent to the four boardwalks and also of East Oakland Park Boulevard. This included assisted with the environmental permitting for the implementing a Florida Highway Beautification project. CGA's fees: $46,000 Council grant and obtaining all approvals of the plans from FDOT. The design intent was to transform this section of S.R. A1A to a more updated look by removing some old existing black olive trees and planting mature coconut palms. Landscape and Streetscape Design Standards, Oakland Park, Fl.; Project Manager; CLIENT: City of Oakland Park: Developed a complete set of new design guidelines and landscaping standards to replace the City's old, outdated landscape codes and ordinances. This new document included landscape standards for all new development, guidelines for all future projects on City roadways and property, as well as recommendations for homeowners. Tree Planting Master Plan, Oakland Park, FL; Project Manager; CLIENT: City of Oakland Park: Developed a master plan that identified all of the tree planting sites in the City on public lands and roadways. The 48 Calvin, Giordano g Associates, Inc. EXCEPTIONAL SOLUTIONS' Gianno Feoli Calvin, Giordano & Associates, Inc. Project Role Lead Urban Designer .$, RELEVANT EXPERIENCE 3 1 _ - = Doral Boulevard Beautification Master Plan; Doral, ` FL; Project Manager, Lead Designer, Workshop Mr. Feoli leads the Landscape Department in Facilitator; Client: City of Doral: Responsible for creative design strategies for urban environments crafting a streetscape and urban design master with specialties including urban design, contextual plan for Doral Boulevard envisioned as the primary analysis, and branding. He will contribute his emblem of the City. Mr. Feoli was responsible for all experience in coordinating design implementation landscape and planning components of the project, within built-out urban environments, public which created distinct planning'character'zones that outreach, and report preparation, where he will lead would impact relationships of the built environment the effort in the creation of a graphically-rich, easily with the resultant quality of spaces being generated, legible report. His experience has encompassed a the creation of dedicated public realm components wide array of project-types, and his strengths lie in and design standards for each, access management client responsiveness, project organization, public design recommendations, signage and gateway outreach, connectivity plans, streetscapes and urban features, and identifying architectural relationships interventions, park design, and form-based urban to improved sidewalk design and parking design designs and planning strategies. recommendations. This document and its vision has been the guiding document for all areas abutting the Boulevard and has been used by the City as a contributing guide for the development Education of Downtown Doral, focused on safe, pedestrian- Master of Landscape Architecture Florida friendly, high-quality environments. International University (FIU) School of Architecture Miami, Florida North Shore Open Space Master Plan; Project B.A., Architectural Studies Florida International Manager, Lead Designer, Public Outreach Facilitator University (FIU) School of Architecture Miami, Client: City of Miami Beach: Responsible for the Florida development of a future 26-acre waterfront park at the City's northernmost end will create a more inviting, iconic, and safe amenity, serving the City's Memberships North Shore community, which will enhance access American Society of Landscape Architects to the waterfront and preserve large patches of Underline Design AdvisoryCommittee natural beachfront habitat. The team will provide g needed improvements including public space design, iconic elements, pedestrian entrances, multi-use spaces, pedestrian beach access, multi- use walkways, branding, lighting and open areas, art-in-public spaces, sustainability standards for development and design, while also integrating it with the surrounding neighborhood. Lloyds Estate Drainage Park Project, Oakland Park, FL Lead Designer; Client: Oakland Park, FL: Responsible for the programming and design of the project site, conducting the necessary public outreach to gather Commission approval and 49 • Calvin, Giordano 8 Associates, Inc. EXCEPTIONAL SOLUTIONS' Gianno Feoli, Page 2 coordinating important aesthetic and sustainable all design components of the park project, including improvements with engineering needs of the project. guiding and coordinating the design of the restroom Mr Feoli was responsible for the conceptual design facility and all necessary public outreach through of all material selections and palette, retaining walls, both the Parks and Recreation Committee and the fences, lighting, branding elements, and planting. Town Council. Middle Beach Recreational Corridor, Miami Beach, 92nd Street Park, Bay Harbor Islands, FL; Project FL; Assistant Project Manager, Lead Designer, Manager, Lead Designer; Client: Town of Bay Public Outreach Facilitator; Client: City of Miami Harbor Islands: Responsible for all public outreach, Beach: Responsible for coordinating all engineering site design, construction detailing, and material and and environmental efforts associated this 2-mile- planting design of a 2-acre urban community passive long linear multi-use trail project on state owned park.The park includes a small dog park area,flexible lands, as well as responsible for all planting and open space, outdoor exercise areas, ample shaded hardscape design and public outreach. Mr. Feoli seating, parking, furnishings, and urban plaza and conducted one-on-one meetings with over 39 solar- powered security lighting. This project was condominium properties to gather support for designed, engineered, detailed, and constructed the project, responded to residents' concerns, and on a fast-track to meet very restrictive deadlines of addressed design restrictions set forth in the Florida grant funding that had been previously secured by Administrative Code and balance those against the Town. residents' expectations. Mr. Feoli is also responsible for coordinating all state and local agency permitting Beachwalk Master Plan, Surfside, FL; Project processes and negotiating with the FDEP dimensional Manager, Lead Designer; Client: Town of Surfside: restrictions on the beach walk's width to meet the Responsible forthe conceptualization and master plan directives of the City Commissioners. of a 1-mile linear park as a erosion control strategy and connecting all street-end plaza components with Oakland Park Station, Oakland Park, FL; Project access to the beach. This project included dune and Manager, Lead Designer; Client: City of Oakland turtle habitat restoration, branding sculptures, salt- Park: Responsible for all conceptual design, site, tolerant plantings, public art branding components, design and construction design detailing of a and specialty paving design. Mr Feoli was responsible public plaza at the terminus of the City's culinary for all public outreach associated with the project. district. The design effectively created flexible public environment that could be used as event spaces and Rolling Oaks Park Wayfinding Sign Package, City of could accommodate the needs of City in continuing Miami Gardens, FL; Branding Designer: Developed its adopted branding through the use of elements, a signage and wayfinding package to provide furnishings, paver palettes,and lighting.The project's challenging shallow dimensions required innovative identification and orientation to users. The signage package was developed as an interchangeable solutions to address ADA access to adjacent buildings modular system that could be easily customized finished floors while maximizing opportunities for the to meet the unique needs of other park and public use of space,addressed through the creation of stage amenity areas and that could be placed on project settings that served as landings, while providing the sites as well as within the public ROW. The design project with much needed opportunities to create was heavily influenced by concerns of safety and its users' public real engagement and interactions. ability to withstand graffiti and vandalism. 98th Street Park, Bay Harbor Islands, FL; Project Dania Cove Park Narrative Signage, Dania Beach, FL; Manager, Lead Designer; Client:Town of Bay Harbor Branding Designer: Developed a series of narrative Islands: Responsible for all public outreach, site signs for inclusion in the park design to celebrate the design, construction detailing, material, and planting design of a neighborhood passive park. The park history of the City and the planting selection as a tool to provide an educational component, informing includes a small dog park area, flexible open space, ark users on the importance of the flora, fauna, children's play areas, an interactive water feature, natural ural environment's contributions to the City's and a restroom facility. Mr. Feoli was responsible for andidenat 50 DAVEY*. Resource Group William D. Ayersman, GISP Davey Resource Group, Inc. Project Role Lead Tree Assessment and Analysis RELEVANT EXPERIENCE GIS Analysis of Urban Tree Canopy Assessment: Tallahassee, FL; Sacramento, CA; Arlington County, Mr. Ayersman is the lead geospatial analyst with VA; Columbia, MO; Tulsa County, OK; Plano, TX; extensive experience applying spatial analysis Largo, FL; St. Clair County, IL; Madison County, IL. and predictive modeling to natural resource issues. His daily responsibilities involve GIS project GIS Assessment and Modeling of Tree Benefits coordination for remote sensing and image analysis and Change Analysis: Cleveland, OH; Edmonds, WA; projects, LiDAR analysis, database and project Kansas City, MO; St.Augustine, FL; Sammamish,WA; management, and the creation and design of Greensboro, MD; Tulsa County, OK; Sacramento, CA; predictive and suitability models. Since 2011, he has Oakland, CA. been the project lead on all urban tree canopy(UTC) assessment and forestry analysis projects for urban forestry and utility services, including generating Tree Inventory Data Analysis using GIS: Columbia, custom mapping and reports for transmission right- MO; Largo, FL, Miami Lakes, FL; Goshen, IN; Easton, of-way projects. MD; Roseville, CA. Special Projects:Ohio Department of Transportation Education Bee Pollinator Initiative M.S., Forestry, 2010, West Virginia University B.S., 2008, Forest Resource Management, West Louisville/Jefferson County, KY Historic Tree Virginia University Canopy Assessment (2013 - 2014) Certifications Certified Geographic Information Systems Tulsa County, OK Historic Tree Canopy Assessment Professional (GISP) #72590 (2015 - 2016) Professional Affiliations American Society of Photogrammetry and Remote Largo, FL Tree Canopy Assessment and Urban Sensing (ASPRS) Forest Master Plan (2015 - 2016) Association of American Geographers (AAG) Ohio Urban Regional System Association (URISA), PRESENTATIONS Ohio Chapter Kentucky GIS Conference, "Combining GIS and Presentations Urban Forestry to Assist in Lexington's Green Kentucky GIS Conference, "Combining GIS and Infrastructure," October 2013 Urban Forestry to Assist in Lexington's Green Infrastructure," October 2013 Ohio GIS Conference,"Applying GIS to Analyze Urban Ohio GIS Conference, "Applying GIS to Analyze Ecosystems in Communities for Green Infrastructure Urban Ecosystems in Communities for Green Planning," September 2013 Infrastructure Planning," September 2013 Esri Forestry Conference, "Integrating GIS Data Esri Forestry Conference, "Integrating GIS Data and Management Systems to Assess Urban Forest and Management Systems to Assess Urban Forest Ecosystems," May 2013 Ecosystems," May 2013 51 .S� DAVEY ,./' ® Resource Group Ruth Ann Sobnosky, M.S. Davey Resource Group, Inc. Project Role Team Management/Administration RELEVANT PROJECT EXPERIENCE Management Plans: Primary reviewer between 2015 and 2017 for all management plans DRG Ms. Sobnosky is a regional contract manager produced (50 plus plans for communities east of the and environmental planner with over 25 years of Mississippi) experience in both the public and private sector. She utilizes her project management skills and Master Plans: Easton, MD;Tree Pittsburgh, PA;Miami supervisory skills to successfully assemble and direct Lakes, FL; and Milton, GA project teams, prepare proposals and budgets, coordinate with clients, administer contracts and Urban Tree Canopy Assessment Reports: Stow, OH; grants, track performance, and ensure timely and Macedonia, OH; and Richfield, OH quality project deliverables. She is responsible for the oversight and production of all Department of Special Projects: United States Environmental Transportation (DOT) and local public agency work. Protection Agency, Stormwater to Street Trees and This includes managing staff and sub consultants Ohio Department of Transportation, Integrated on multiple statewide environmental contracts. 10 Vegetation9 Mana ement Research Project Special Training Education NEPA —Managing the Environmental and Project M.S., Geography, 1988, Southern Illinois University Development Process,ODOT,Office of Environmental Edwardsville Services, 2016 B.S., Geography, 1984, Northern Illinois University Categorical Exclusion,ODOT,Office of Environmental Services, 2014 Certifications Adult First Aid/CPR/AED, American Red Cross, 2017 EA/EIS, ODOT, Office of Environmental Services, Environmental Document Preparation - EA/EIS, 2014 Ce, Section 4(F), ODOT, Office of Envrionmental Services, 2008 Ecological Surveys, ODOT, Office of Environmental Services, 2014 Professional Affiliations Section 4(f), ODOT, Office of Environmental Services, American Planning Association 2014 International Society of Arboriculture Women's Transportation Seminar Section 106/National Register Eligibility, ODOT, Office of Environmental Services, 2014 Waterway Permits, ODOT, Office of Environmental Services, 2014 Purpose and Need, ODOT, Office of Environmental Services, 2012 Project Development Process, ODOT, March 2005 52 DAVEY! Resource Group Daniel A. Herms The Davey Tree Expert Company Project Role Lead Climate Specialist RELEVANT EXPERIENCE SUMMARY OF QUALIFICA,. .• _ Recognitions Fellow, American Association for the Advancement Mr. Herms is the Vice President of Research and of Science, 2015 Development. He was a faculty member in the Department of Entomology at The Ohio State University (OSU) from 1997 - 2017. His research Distinguished Achievement Award in Horticultural and outreach programs focus on the ecology and Entomology, Entomological Society of America, management of trees and insects in forests and 2014 urban forests, including implications of climate change. He served as a member of the OSU Climate Richard W. Harris Author's Citation Award, Change Outreach Team for more than 10 years. He International Society of Arboriculture, 2014 received his B.S. in landscape horticulture from Ohio State University in 1982, his M.S. in both horticulture and entomology from OSU in 1984,and a Ph.D.from Honorary Membership, Society of Municipal Michigan State University in Entomology in 1991. Arborists, 2012 Presentations Education Herms, D.A. 2018. Anthropogenic climate change: Ph.D., Entomology - Ecology and Evolutionary evidence and arboriculture impacts. Kentucky Biology, 1991, Michigan State University Arborists Association. Lexington, KY. 22 February M.S., Entomology and Landscape Horticulture, 1984, Ohio State University Herms, D.A. Anthropogenic climate change: effects B.S., Landscape Horticulture, Plant Protection on tree-insect interactions. Michigan State Master Program, 1982, Ohio State University Gardener College, East Lansing, MI. 24 June Herms, D.A. 2017. Climate change and tree-insect interactions: effects of temperature, drought, and atmospheric CO2. Department of Horticulture and Crop Science, The Ohio State University. Columbus- Wooster, OH. 22 February Herms,D.A.Anthropogenic climate change:evidence and implications for arboriculture.ArborCon:Annual Meeting of the Michigan Arborists Association. Lansing, MI. 14 February Herms, D.A. 2017. Anthropogenic climate change: evidence and impacts. Tri-State Green Industry Conference. Cincinnati, OH. 2 February 53 DAVEY Resource Group Daniel A. Herms, Page 2 Herms, D.A. 2016. Climate change and impact on Taylor, R., D.A. Herms,J. Cardina, and R. Moore. 2018. tree-insect interactions. New England Grows. Boston, Climate change and pest management:unanticipated MA. 30 November consequences of trophic dislocation.Agronomy, 8, 7. D01:10.3390/ag ronomy8010007 Raupp, M.J., P.M.. Shrewsbury, and D.A. Herms. 2016. Insect pests and diseases affecting trees, the Iverson, L.R., K.S. Knight, A. Prasad, D.A. Herms, S. importance of resilient tree populations and how Matthews, M.P. Peters, A. Smith, D.M. Hartzler, and R. they might be achieved.Society of Garden Designers, Long. 2016. Potential species replacements for black Royal Botanic Garden at Kew. London, England. 9 ash (Fraxinus nigra) at the confluence of two threats: June emerald ash borer and changing climate. Ecosystems 19:248-270 Herms, D.A. 2015. Climate change: an overview of the evidence and impacts on insect pests of trees. Herms, D.A., and D.G. McCullough. 2014. Emerald American Society of Consulting Arborists, asca2015. ash borer invasion of North America: history, biology, Tucson, AZ. 3 December ecology, impacts, and management. Annual Review of Entomology 59:13-30 Herms, D.A. 2014. Climate change and insect dynamics in temperate forests of North America.24th Muilenburg, V.L. and D.A. Herms. 2013. Responses International Union of Forest Research Organizations of insects to climate change: effects and interactions World Congress, Salt Lake City, UT. 5-11 October of temperature, CO2, and soil quality. In: M.V. K. Sivakumar, R. Lal, R. Selvaraju, I. Hamdan (eds.), Climate Change and Food Security in West Asia and Herms, D.A. 2013. Climate change and ecological North Africa, pp. 115-130. Springer, Dordrecht. 423 asynchrony in plant-insect interactions.Entomological pp. (DOI: 10.1007/978-94-007-6751-5) Society of America Annual Meeting, Nov. 10-13, Austin, TX Raupp, M.J., P.M. Shrewsbury, and D.A. Herms. 2010. Ecology of herbivorous arthropods in urban Herms, D.A. 2012. Phenology of plant-herbivore landscapes.Annual Review of Entomology 55:19-38 interactions in a changing climate. Botany 2012, Botanical Society of America. Columbus, OH. 11 July Mattson, W.J., R. Julkunen-Tiitto, and D.A. Herms. 2005. CO2 Enrichment and carbon partitioning to Herms, D.A. 2012. Earth is warming and we're the phenolics: do plant responses accord better with the cause: an overview of evidence of anthropogenic protein competition or the growth-differentiation climate change. Environmental Science Graduate balance models? Oikos 111:337-347 Program, The Ohio State University, Columbus, OH. 7 January Strand, R.M., D.A. Herms, M.P. Ayres, M.E. Kubiske, M.G. Kaufman, E.D. Walker, K.S. Pregitzer, and R.W. Herms, D.A. 2011. Effects of climate change on Merritt. 1999. Effects of atmospheric CO2, light species interactions. 2011 North American Forest availability, and tree species on the quality of leaf Insect Work Conference. Portland, OR. 9-12 May detritus as a resource for treehole mosquitoes. Oikos 84:277-283 Publications Riley, C.B., D.A. Herms, M.M. Gardiner. 2018. Exotic Herms, D.A., W.J. Mattson, D.N. Karowe, M.D. trees contribute to urban forest diversity and Coleman,T.M.Trier, B.A. Birr,and J.G. Isebrands. 1996. ecosystem services in inner-city Cleveland, OH. Variable performance of outbreak defoliators on Urban Forestry and Urban Greening. DO1:10.1016/j. aspen clones exposed to elevated CO and ozone. In: ufug.2017.01.004 J. Horn, R. Birdsey, and K. O'Brian, eds. Proceedings 1995 Northern Global Change Program. USDA For. Ser. Gen. Tech. Rep. NE-214, pp. 43-55 54 Calvin, Giordano 8 Associates, Inc. EXCEPTIONAL SOLUTIONS' Tammy Cook-Weedon, ASLA, RLA, LEED AP BD+C Calvin, Giordano & Associates, Inc. Project Role Landscape Architect/LEED Professional RELEVANT EXPERIENCE SUMMARY OF QUALIFICATI .u Middle Beach Recreational Corridor, Miami Beach, FL Project Manager; Client: City of Miami Beach Ms.Cook-Weedon leads the Landscape Architectural Leads a team of designers and engineers in the staff with over 30 years of landscape architectural design, engineering, planting, and permitting of experience with demonstrated strengths in creative a 2-mile stretch of a 15-foot wide ocean-front design that meets the sensitivity of each unique hardscape pathway connecting Indian Beach place. She leads a staff of twelve which consist of Park to Allison Park. The project includes public Landscape Architects, Arborist, Environmental outreach, existing vegetation assessments, grading Specialist and Inspector's. and drainage, hardscape design, dune restoration, irrigation design, permitting with various state and local agencies, and construction administration. North Shore Neighborhood Improvements, Miami Beach, FL Landscape Architect;Client: City of Miami Beach: Led the team's landscape architecture and engineering efforts in the implementation of the City's BODR,which included character neighborhood landscaping, signage and branding, streetscapes, Education parking, lighting, and ADA access. B.S., Landscape Architecture, Texas A&M University, College Station, 1987 North Shore Open Space Master Plan; Project Manager,Lead Designer,Public Outreach Facilitator; Client: City of Miami Beach: Landscape Architect Professional Registration of Record for the development of a future 26-acre Registered Professional Landscape Architect, waterfront park at the City's northernmost end will Florida No. 0001328 create a more inviting, iconic and safe amenity, serving the City's North Shore community,which will enhance access to the waterfront and preserve large Professional Associations patches of natural beachfront habitat. The team American Society of Landscape Architects, Miami will provide needed improvements including public Section Chair, 1997 - 1998 space design, iconic elements, pedestrian entrances, Section Chair, 2003 - 2004 multi-use spaces, pedestrian beach access, multi- Browarduse walkways, branding, lighting and open areas, State Conference Sponsorship Chair, 2003 art-in-public spaces, sustainability standards for ASLA Executive Committee, 2004 - 2007 development and design, while also integrating it Magic of Landscapes with the surrounding neighborhood. Epcot Flower Show Board Member, 2006 - 2007 Middle Beach Recreational Corridor, Miami Beach, FL;Assistant Project Manager, Lead Designer,Public Outreach Facilitator; Client: City of Miami Beach: Landscape Architect of Record for this 2-mile long linear multi-use trail project on State-owned lands. Oversaw the design for the planting and hardscape 55 Calvin, Giordano 8. Associates, Inc. EXCEPTIONAL SOLUTIONS- , Tammy Cook-Weedon, Page 2 design for the project. Oversaw the coordination with dune access, volleyball courts, playgrounds, of the state and local agency permitting processes beach amenities, and dune and turtle nesting habitat and the negotiations with the FDEP dimensional restoration. restrictions on the beach walk's width to meet the directives of the City Commissioners. Corridors Beautification Master Plan, Weston, FL; Landscape Architect; Client: City of Weston: Firestation Plaza, Delray, FL Landscape Architect; Responsible for the coordination of drainage Client: Delray CRA: Led a team of site designers and improvements and roadway design components engineers in the development of a public plaza on a through the development of a master plan and primary threshold into the downtown CRA area. The landscape design for planting and branding along all plaza consisted of specialty paver selections, intricate major thoroughfares of the City, including lighting paving design pattern detailing, planting design, and gateway features. This master plan set the tone historical plaque inserts, lighting, and drainage for all subsequent roadway planting for the following design. 15 years. Joe DiMaggio Children's Hospital Visitor's Campus Support Facility, Miami, FL; Landscape Clubhouse, Hollywood, FL; Landscape Architect/ Architect/Project Manager; Client: Florida Project Manager; Client: Memorial Healthcare International University: Responsible for the design System:Responsible for the site and landscape design of a public plaza design for passive outdoor uses, for a restorative garden with a playground area including a water feature, bronze sculpture, planting, specifically for the use by children users of the Joe and irrigation design through careful coordination DiMaggio facility. Special attention was made to the with the architectural character of the surrounding creative design process, branding and the selection building. of equipment, and furnishing and site design details that accommodated for at-grade-level activities for wheelchair-bound users. Oak Grove Park, North Miami, FL; Landscape Architect/Project Manager; Client: City of North Miami: Designed a new site plan for two tennis Gator Run Park, Weston, FL; Client: City of Weston: courts which required the relocation of six large Responsible for the site design and planting oak and Gumbo Limbo trees. The design included specifications for a 5-acre community park, including technical specifications for the tree relocations which lighting improvements, continuous walking paths, included one very large oak with a 36-inch DBH children's play equipment, planting, and irrigation and several 12-18" relocations. The scope included design near an elementary school. The design all the specifications for the tennis courts, adjacent provided a butterfly garden and shade structures in walkways, and construction administration services. proximity to and to build strong connections with the adjacent elementary school. Deering Estate at Old Cutler, Palmetto Bay, FL; Client: Miami-Dade County Park and Recreation Department:Responsible for the historical restoration and landscape design of all park areas. The project included detailed archaeological planting design, habitat restoration and planting design, as well as hardscape design that was consistent with the historical character of the park. Sombrero Beach Park, Marathon, FL; Client: City of Marathon: Responsible for the park master plan and design for the creation of a beach-front park 56 Calvin, Giordano 8 Associates, Inc. EXCEPTIONAL SOLUTIONS' David Grasso-O'Brien, ISA Calvin, Giordano & Associates, Inc. Project Role Landscape Plan Specialist/Arborist RELEVANT EXPERIENCE Landscape Inspector, Calvin, Giordano &Associates, Fort Lauderdale, Florida (April '05 — Present) Mr. Grasso-O'Brien is a certified Florida Landscape . Conduct landscape inspections for Hallandale Inspector with more than ten years of experience. Beach Boulevard FDOT Landscape Improvements He performs landscape inspections and code Project (September 2006) enforcement services for various municipalities • Conduct landscape inspections for Opa-Locka and brings a wealth of experience in horticultural Executive Airport, Miami-Dade County Aviation practices. Department Landscape Improvement Project (January to March 2007) • Conduct landscape inspections for Miami International Airport Landscape Improvement Project (January to March 2007) • Conduct landscape inspections and enforce municipal landscape codes for City of Miramar (April to August 2005) _-. - - • Conduct landscape inspections and enforce municipal landscape codes for City of North Lauderdale, West Park and Weston Education • Arrange and execute annual landscape Bachelor of Science in Environmental Horticulture, inspections of commercial properties for City of University of Florida, Gainesville, FL, 2008 Weston. Prepare reports and schedule follow up Bachelor of Science in Agronomy, University of inspection for code compliance Connecticut, Storrs, CT, 2001 • Meet with landscape contractors, managers and owners to discuss and educate best management Professional Registration and Certifications practices within the City of Weston Florida Nursery Growers and Landscape Association • Meet with irrigation contractors to have them HP Cert#H67-5646 demonstrate irrigation compliance and required irrigation coverage and overlap for City of International Society of Arboriculture ISA Municipal Weston Specialist Certificate #FL-1336AM Florida Landscape Inspector Cert#2003 0236 • Attend special magistrate hearings for City of p p Weston and City of West Park relating to tree FACE Code Enforcement Level III Certification preservation and landscape code compliance. • Monitor for invasive exotic and nuisance species Professional Associations of plants for City of Weston Member of International Society of Arboriculture • Assist Code Compliance Department enforcing e Inspectors Association of health and safety codes for City of North Member of Landsca P p Lauderdale (November 2005 to January 2006) Florida • Process tree removal and relocation permits and Member of USGBC responsible for inspection approvals for City of Member of Florida Association of Code West Park and Weston Enforcement • Record GPS coordinates and identify landscape plant material in GIS format for City of Weston and the City of Lauderdale Lakes tree inventory 57 h:n Calvin, Giordano g Associates, Inc. EXCEPTIONAL SOLUTIONS' Patrick Murphy, ISA Calvin, Giordano & Associates, Inc. Project Role Landscape Plan Specialist/Arborist RELEVANT EXPERIENCE ARBORIST AND TREE MITIGATION SERVICES Mr. Murphy has over 10 yearsof professional City of Fort Lauderdale, Department of Sustainable experience and assists the CGA Environmental Development, Fort Lauderdale, FL: Conducts Department in landscape plan review, landscape inspections of residential and commercial properties, inspections, municipal arborist services, tree on an as-needed basis, to evaluate trees requested inventories, regulatory permitting, environmental for removal. planning, site `assessments, ''resource management t and environmental technical support services. Before joining CGA, Mr. Murphy was a Senior Project ` Town of Davie, Fort Lauderdale, FL: Conducts Biologist with The Chappell Group, Inc. During consulting arborist services for the Town of Davie on the seven years at The Chappell Group, Inc., Mr. an as-needed basis. He evaluates submit landscape/ Murphy was responsible for various environmental a. tree disposition plans for verification purposes. services for private and public entities. Included He also provides International Association of in Mr. Murphy's responsibilities were consulting Arboriculture (ISA) tree appraisals for specific trees arborist services, environmental permitting, project for potential preservation purposes. management, project delegation, report writing, North Shore Open Space Park, Miami Beach, FL: wetland jurisdictional determinations,environmental Conducted a complete tree inventory of existing feasibility studies, construction observation, trees to be preserved, removed, or replaced in mitigation design, mitigation monitoring, benthic association with the redesign of the coastal park. resource surveys, marine turtle lighting surveys and permitting, and permit compliance. City of Hollywood Tree Removal Permit Review, Hollywood, FL: Reviewed all tree removal applications for single-family residences in the City Education of Hollywood. Conducted inspections of residences Bachelor of Science in Environmental Science, Nova to verify current condition of trees requested to be Southeastern University, Fort Lauderdale, Florida removed and prepared report forms for approvals or denials. Professional Registration and Certifications International Society of Arboriculture, Certified Hollywood Beach Resort, Hollywood Beach, FL: Arborist: FL-6225A Conducted a tree inventory of existing trees to be preserved, removed, or replaced in association with Landscape Inspectors Association of Florida, new landscaping for the historical beach resort. Certified Landscape Inspector: #2017-0207 Certified PADI Open Water Diver#14040L1452 Sunny Isles Beach Tree Inventory Assistance, Sunny Isles Beach, FL: Assisted City staff in conducting Professional Associations an updated tree inventory of all City trees within International Society of Arboriculture (ISA), Member the City limits. Utilized handheld GPS equipment to verify existing trees, add new trees, or delete South Florida Association of Environmental removed trees. Professionals (SFAEP), Member Society of Wetland Scientist (SWS), Member 58 Calvin, Giordano 8 Associates, Inc. EXCEPTIONAL SOLUTIONS' Patrick Murphy, Page 2 Avenger Flight Group -Tree and Land Survey, Dania LANDSCAPE INSTALLATION INSPECTION SERVICES Beach, FL: Conducted a tree inventory as well as City of Fort Lauderdale, Department of Sustainable tree evaluations on an undeveloped parcel in Dania Development, Fort Lauderdale, FL: Conducts Beach for potential redevelopment. Included in the inspections of residential and commercial properties, responsibilities was a tree survey, tree evaluations on an as-needed basis, to confirm and ensure that (based on the City of Dania Beach's requirements, the approved landscape plans are followed and that and a tree disposition plan. the landscape material meets code and equivalent replacement requirements are in place for tree Alsdorf Park, Pompano Beach, FL: Conducted tree removal applications. appraisals of existing trees to be preserved, removed, or replaced in association with improvements to the City of North Lauderdale, North Lauderdale, FL: existing parking lot on-site. Conducts inspections of residential and commercial properties to confirm and ensure that the approved Ravenswood Bus Shelter, Dania Beach, FL: landscape plans are followed and that the landscape Conducted tree appraisals of existing trees to be material meets code. preserved, removed, or replaced in association with the redevelopment of an existing Broward County City of Surfside, Surfside, FL: Conducts inspections Bus Maintenance Facility to accommodate a new of commercial properties to confirm and ensure that bus maintenance facility, parking garage, operations the approved landscape plans are followed and that building, and fueling facility. the landscape material meets code. Mill Creek, Cooper City, FL: Conducted a tree City of West Park, West Park, FL: Conducted inventory of existing trees to be preserved, removed, inspections of residential and commercial properties or replaced in association with the redevelopment of to confirm and ensure that the approved landscape a 16.6-acre parcel for a new development to include plans are followed and that the landscape material 29 new single-family homes. meets code and equivalent replacement requirements are in place for tree removal applications. He also conducted arborist services to evaluate trees Port Everglades Wetland Enhancement Area, Port Everglades,FL:Conducted a tree inventory of existing requested for removal. native trees to be preserved, removed, or replaced in association with the creation of a 16.5-acre wetland Florida Gas Transmission, Pompano Beach, FL: enhancement area. Conducted inspections to review the installed material with regards to permitted specifications. Included in LANDSCAPE PLAN REVIEW the review was assessing the current condition of the planted material and whether the material met the City of Fort Lauderdale, Department of Sustainable permitted Florida Grade and Standards. Conducted Development,Fort Lauderdale,FL:Reviews landscape follow-up inspections to assess the conditions of the plans for residential and commercial properties for replaced material. the City of Fort Lauderdale. He reviews submitted landscape plans to ensure development projects are evaluated based on compliance with the City's LANDSCAPE MANUAL SPECIFICATIONS landscape ordinance, sustainable landscape design Tree Planting Master Plan, Oakland Park, FL: and layout, as well as ensuring the preservation and Assisted staff with the creation and preparation of enhancement of the City's tree canopy. the Landscape and Streetscape Design Standards manual.This manual was approved and incorporated into the City of Oakland Park's landscape Master Plan. 59 Calvin, Giordano & Associates, Inc. d EXCEPTIONAL SOLUTIONS' Drew Lindemann, ISA Calvin, Giordano & Associates, Inc. Project Role Environmental Specialist .. SUMMARY OF Qty ® k . RELEVANT EXPERIENCE PROFESSIONAL EXPERIENCE Oversight of the exotic and invasive plant control Mr. Lindemann is responsible for habitat contract on over 2,200 acres of sensitive wetland assessments, wetland delineations, endangered mitigation lands in the City of Weston that are known species surveys, mitigation construction oversight, habitat to listed species such as the Everglade Snail contract administration, and contract management Kite,Wood Stork,and American Alligator populations. and compliance monitoring for projects impacting Reviews contracted wetland maintenance activities environmentally sensitive lands. and makes recommendations directly to contract service providers to facilitate the implementation of proper environmental management techniques. Pembroke Harbor: Collects the field data, complies and submits the monitoring reports for 31.2 acres of constructed wetland containing emergent marsh, tree islands, open water with a hydric berm separating the mitigation from an adjacent drainage . canal. AEL, Miramar Pinelands: Collects the field data, complies and submits the monitoring reports for 31.9 acres of Education wetland restoration located on Broward County Park Masters of Science in Soil and Water Science, land at the historic head of the Snake Creek slough, containing open water and wet prairie habitat December 2009, University of Florida Phillips Plat: Collects the field data, complies and Bachelor of Science in Landscape and Nursery Management, December 2004, Universityof Florida submits the monitoring reports for 8.6 acres of 9 tidally influences mangrove habitat recognized as a Local Area of Particular Concern by Broward Professional Registration County.The Site required the installation of flushing Certified Stormwater Management Inspector, canals within the mangrove habitat, hand clearing of invasive species, and the construction of a bermed Department of Environmental Protection freshwater storm water management area within the Stormwater Erosion and Sedimentation Control mangrove habitat Inspector Training Program Certified Arborist International Society of Arboriculture City Center of Pembroke Pines; Pembroke, FL; Environmental Specialist; Client: City Center of Inspector, Landscape Inspectors Association of Pembroke Pines: Conducted construction inspection Florida, L.A.A for landscape installation for new parking facility. Advanced Maintenance of Traffic Certified, Florida Palm Aire; Pompano, FL; Environmental Specialist; Department of Transportation Client: Palm Aire: Conducted ISA tree valuations. ISA Certified Arborist FL-5581A Boulevard of Champions; North Lauderdale, FL; Environmental Specialist; Client: Boulevard of Champions: Conducted tree inventory. North Shore Oceanview Park; Miami Beach, FL; Environmental Specialist Client: North Shore Oceanview Park: Conducted tree inventory and vegetation survey. 60 • -- ppuu » ". t• , -< .1t!' k:: T,''3L �`r %5.FZ ..„ .. J, r ,,. 9. fie. ,\..N„ 5q1. ^h ^s, ;Axa„ ---.77`•� ,�� i�,r,„, '. a ��o,y ��t•�^ Ci ..� R. M`"< T� _E Y ;"�'"'3� >\r �6 uI�'�1. '¢x' � � 43�P, , , .. ,„...,,,,...... . sr* :; c;r; . , T>.T•t�tt a 4,,.... y• 4* 4 s » A 1.. .,..*«:i _l � «.... 5. ; DAVEY .f Resource Group Comprehensive Urban Forest c 4.¢ ,!: �, Planning ;''..•L',,.‘' . t F 1. The team of DRG and CGA will take a comprehensive g, , , ,,, t approach to the development of Miami Beach's , r ÷.:,,,..,3.2,i,....:,..t..... ,,,:.,,.:7._,; master urban forestry plan. The team will address �'^: « :iiegor.,, ,‘..,_::, ,,,. �,_ .many factors that influence the City's tree 4 >tpopulation and urban forest management program - - ' '. , , M , such as the structure, composition, and spatial , . .,,7 - ,--•»` � distribution of the urban forest site constraints that --- �r.-., impact or limit tree growth including size, design, e -�` and maintenance; and climate factors and storms. . '' . The planning process will identify the causes and �v, ..,.. ,,.......,.,,,•,,, ` * � provide solutions to many of the known concerns ` ` Miami Beach outlined in the scope of work, such �r as: • Which trees are most likely to thrive in Miami , ,�„ ' ° , : ��. Beach's streetscape; y ` • How to manage trees to limit conflicts and ‘ ,,� ,..,� ', improve compatibility with infrastructure, "- '- <,, � z`� >.` private property owners, businesses, and re- ,,,, » ,, ��„ 5 ��- � development; and , • How to ensure that the urban forest is safe, ;� '�f , ;� •„ e �- �°� �t�,� ��- � provides equitable benefits, is cared for �" � � properly and efficiently and follows local, state, f¢�. 4 ,,�.: " x$ ,, # 1.:: :::e.‘,,, ,, and federal rules and regulations ,'` • 4 : Vie?. .. iv *4 The team's plan will also offer answers for :,----r.,-,4"'„''---';77-.1 problems and strategies for opportunities that will - * undoubtedly be discovered during the planning tea r process. We anticipate, that through research �� x of existing conditions, implementation of best ` ' management practices, and with the engagement _ r �. :41a a .� -Av of those individuals and departments tasked with f = Y maintaining City trees as well as local business owners and residents, the team will uncover 4 oot14 _ s,i � ' avenues that will increase and sustain tree cover in � � „ , � } Miami Beach. �it, y �� * � ' 1 ` -, - , t i Ultimate) the team will implement a well-thou ht i * '� out and fluid Work Plan, described in the followg g .10. 4.,,....,„,� � � � � � ;��; :::,',,,4,i:17. pages,that will improve the health and function of :� ` 1 ,i , �� °rte� � � � _% .,,. � �� '�. the City's urban forest,streamline the management t � of trees, and increase the a appreciation of the Cit 's '� �� pp Y I . urban forest. ' �: � CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT DAVEY ` Resource Group WORKk_ \e ,,7,,, ,,, ,,...,,. ,,,.,,,,,1 .,. \ .,...'„.,, an ha esi ..,,., .,„, ., The following responseBlto then RFQesolidC tationds ANALYZE THE EXISTING COND.,.., ITIONS g OF THE specifically p ,-..-,-.,. provided Scope of Work. URBAN FOREST Assess street tree inventory data to obtain: The plan has been designed to serve as a roadmap Urban forest structure and composition for managing Miami Beach's trees so that the City's • Stocking level urban forest can be sustainable, safe, smart, and • Risk inherently remain important to the lives of those who Maintenance needs reside in and visit the City of Miami Beach. • Tree planting opportunities • Threats to tree cover from pests and disease and urban encroachment, maintenance practices, and climate change • Other trends identified in the data .,. • Tree planting space :',., LEARN 4.:4„, '4::\ , ABOUT TH E ASSESS PERCEIVED CURRENT VALUE OF TREES DOCUMENTS IN MIAMI BEACH • • 4 LEARN d ABOUT ANALYZE .d x TREE-RELATED, EXISTING DAY-TO-DAY CONDITIONS _ CHALLENGES y WITH STAFF < ..... • a • � d ♦ m a • ♦♦ 4,7 .1*, d°� a". ��fl��Z $fir • W ,,,,4"4.tiviii,,,,,$.;,,,, ',.::::40.:.71.‘,' '';'''14''''\'''''''''1%1::„,,, AP' �` P I 9 3 ,y� d a • Rte" �' � ,,,,,,,,,,,,,::1 g 1 . N 1 �+Y^ � " d ef ♦ @ �... ...�\\ �♦ �d CITY OF MIAMI BEACH t • 3 " l�rt DAM • Resource Group Utilize i-Tree Eco and the street tree inventory data Review City budgets, operations, equipment, safety, to estimate the ecosystem benefits trees provide to etc. Miami Beach. Assess City urban forestry maintenance Complete an assessment of tree canopy cover using accomplishments and shortfalls. GIS and Lidar data, if available, to identify and map by defined geographies: • Current canopy cover • Impervious and pervious surface cover 4 A 5� • How tree canopy and impervious and pervious surfaces are distributed in terms of ownership, LEARN HOW CITY STAFF, BUSINESS OWNERS, equity, watershed, and environment RESIDENTS, AND VISITORS VALUE TREES • Surface temperatures Use the findings from the data, document, and • Effects of climate change on the urban forest operational reviews to fuel the content of the public • Heat island effect and stakeholder outreach: • Shade in high use areas such as sidewalks • Complete an online survey • Stormwater, air quality, and carbon benefits • Hold one two-day workshop during which the team facilitates one (1) public meeting and Use GIS or i-Tree Canopy to compare the current holds learning sessions each with City staff and tree canopy cover to historical data to monitor the stakeholders change in tree cover percent through time: • Recommend 10-year intervals Collect data in a manner that can provide insight into differences of perceptions that may exist between Overlay maps and GIS data to find out how the local the City's predominant neighborhoods, including: environment influences the urban forest: • South Beach (including South of Fifth) • Soils • Mid-Beach South • Hydrology • Mid-Beach North (including Allison Island and La • Climate factors Gorce Island) • North Beach (including Normandy Isle) (31 0 77, 5 STEP ASSESS CURRENT GOVERNING DOCUMENTS, PLANS AND REGULATIONS LEARN WHAT LOGISTICAL AND PRACTICAL Review and document City plans, codes, ordinances, CHALLENGES EXIST AT THE TIME OF etc. and relevant county, state, and federal policies. IMPLEMENTING TREES Conduct meetings in person, via teleconference, Compare City codes, ordinances, etc. for consistency and over the phone with staff to investigate work in their treatment of the urban forest and with county, processes, policies, and practices. Investigate, at state, and federal policies. the staff's level, how these current operations and procedures may generate conflicts or challenges Ascertain if current documents effectively address between departments that ultimately result in the climate change and development challenges. inability to implement tree-related goals. These could include issues such as: • Specific departmental policies Inter-departmental communication and 3 coordination • Assigned responsibilities and their budget REVIEW CITY TREE-RELATED OPERATIONS allocations Meet with City staff to learn about the City's programs. • Expectations on timelines • Continuous training efforts Meet with City stakeholder to learn how the City's • Changes in staff and personnel program affects them. o\� R3 u a \ w=71 �: 2 �v CITY OF MIAMI BEACH �� a � � �` �� ,, DAVEY . r Resource Group : � � �... STEP 7 6 ' ,. STEP 60 � a SYNTHESIZE FINDINGS FROM STEPS 1 — 5 DRAFT GOALS SETTING Create a matrix based on 23 urban forestry Share matrix, program comparison, and summary indicators to assess Miami Beach's urban forest and (Step 6) with the City. management program. Make targeted recommendations to improve the Compare Miami Beach's tree canopy cover percentage urban forest based on findings and environmental, to that of other cities. risk management, or other City initiatives. Conglomerate the findings of the document, code, Work with the City to develop draft "ideal" goals. regulation, and rule review. Summarize the input from City staff, stakeholders, and residents. S) DRAFT GOAL REFINE AND SETTING DEFINE GOALS, o ,a DETERMINE SYNTHESIZE s OPERATIONAL FINDINGSOBJECTIVES AND 6 10 STRATEGIES '1" GOALS ' . r s g a s° = ,e WHAT DOES MIAMI : li BEACH NEED ? CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT DAVEY . Resource Group -73 Alfjio COMMUNITY VISIONING DETERMINE OPERATIONAL OBJECTIVES AND Hold one (1) public meeting to present the goals and STRATEGIES take comments, particularly ensuring that meetings Working with the City and within the context of are scheduled and coordinated to accommodate the plans, codes, and budgets, develop objectives and various neighborhood groups that exist throughout strategies to reach urban forestry and climatic goals. the City. The intended outcome of this meeting is to learn from the public how they can support the Consider Community Visioning findings (Step 8) and City and help the City reach their goals for the urban incorporate appropriate initiatives so that residents, forest. business, and other community stakeholders are vested in and engaged in fostering the City's vision Hold stakeholder meetings in person, via for the urban forest. teleconference, and over the phone with staff to goals and take comments. These should be focused Develop innovative ways to accomplish objectives on the same outcome and similarly coordinated for through partnerships, organizational efficiencies, separate neighborhoods, as each distinct area within BMPs, and work routing. the City has unique challenges and needs. Determine realistic annual workloads and estimate budgets and project maintenance schedules. REFINE AND DEFINE GOALS Work with the City to transform "ideal" goals into realistic draft urban forest goals. Present goals to the community via a website and solicit further comment electronically, as well as present the goals at the City Commission and/or the Neighborhood/Community Affairs Committee and the Sustainability & Resiliency Committee. CITY OF MIAMI BEACH ,,, DAVEY :R Resource Group -,- \, EP accommodate future progress and unpredicted challenges. WRITE THE PLAN Make certain that resources such as grant/funding Synthesize plan information, findings, and information and arboriculture websites and recommendations into a progressive, engaging, and specifications are quickly and easily accessed. Most easy-to-use plan. likely, this information, which is often changing, will be best housed as a webpage or hyperlinked Ensure the plan includes not only goals, objectives document. and strategies to sustain the City's urban forest and further its urban forestry program, but also assigns Often, and by necessity, urban forest master plans specific tasks to individuals and groups making them are detailed documents of considerable length. accountable for completing those tasks within a Thus, we suggest that Miami Beach consider adding suitable timeframe define (See Step 12). a "public version" to the scope of work. A master plan public version is a shortened, graphically rich Include mechanisms in the plan so it can be measured document or even website that presents the plan's per City standards and can be easily updated to overarching theme and findings in a way that perks a.` ENACT DEVELOP SOP A PUBLIC ;,!.,1: PROTOCOLS OUTREACH �� CAMPAIGN ��$ 13 ' DETERMINE WRITE THE PLAN7,, 0 a CMETRICS ESS FOR ONTINUED SUC a a a a CD -1.--- a �Nsucc C I s$ a I $A S 4 0 a,41 a 3y' as `b�'a s ]L' , ., z y �... , c� 'v\ �3 "� ' ,�, VA c a7 v\ 3 � CITY OF MIAMI BEACH ,.11,::'::''' ' , �`" Fa� •, �_ DAM Resource Group the community's interest in the plan and enables them to easily use the plan. 14 STEP 14 Ensure that the plan is understood as a 'working document'that will need to be amended and updated ENACT A PUBLIC OUTREACH CAMPAIGN as the various phases of implementation take place, Develop a public outreach campaign to keep or as greater information and research is attained stakeholders and residents energized. We understand to help predict with greater accuracy the impacts the City has residents that are eager and active in of climate change, its rate of change, and potential the community, so it will be critically important to grant monies that may be made available by future lay out tangible and reasonable expectations, as well administrations to help deal with issues of resiliency. as a timeline and goals that are achievable by staff, factoring in the realities of implementing a long-term Build flexibility into the plan to address future needs plan. for modifications, and incorporate and disseminate information to residents on how they can remain involved in the process. STEP 15 DETERMINE HOW SUCCESS IS MEASURED STEP 12 Objectively assess the plan's progress and update as needed. DEVELOP A STAFF LEVEL SET OF ACTION PLANS AND PROTOCOLS Determine how often the plan will be internally and Synthesize all obtained information regarding formally updated. procedures and make recommendations on practical protocols for implementing tree-related improvements, in the form of Standard Operating Procedures. These should identify staff-level responsibilities, recommend responsibility assignments, establish methods for communications and decision-making regarding trees,and examples of strategies for conflict resolution in the development of City-initiated and consultant-developed improvement plans. 13 CITY COMMENT AND REVIEW PERIOD AND FINAL DRAFT PLAN Provide the City with a 4-week period to review the draft Urban Forestry Master Plan and SOPs. Hold a workshop with City council at the end of the review period to discuss comments and finalize edits to be made to the plan. The team will update the plan per the final edits and comments received from the city and present the city with a final draft Urban Forestry Master Plan. Attend a City Council meeting to formally present the plan. CITY OF MIAMI BEACH RFQ#:2018-187-WG I URBAN FORESTRY MASTER PLAN DEVELOPMENT t: fi , .„1,',1'' ^ + `'" . .,,,,,,, A:7::a;,, .' ,.....st'.. 14„. t 1`$p ;.:0' 0 ..:1i .. F,s ..1,.4?;. � „_ / • fi�. f +'a , w ,'':y, y ;`. • • ' ' 'B 'S`I 1 16,...4-.. .4' fii •',* r ',§ .`F s ..,�.y. fel • 4. fir , 5 +7$' 1 titti.10,- it .. t* r xi ,..,„.,. _ TAB 4 . APPENDIX • .,, .., • � � :::,..„::: :7i,,...:' ; 4 • • i'm�.vs... -.esu..,......v • 6 - , Ate`. ,....w�„' 4Y .. .4.— i°s x .away' dun & bradstreet Davey Resource Group DUNS:10-544-6632 Business Information Report Company Information 1500 N Mantua St Kent, OH 44240 Financial Statement This is a single location subsidiary Sales NA location. Net Worth NA History: NA Website www.davey.com Financial Condition: NA Telephone (330)673-9511 Chief Executive: DIRECTOR(S):THE OFFICER(S) Financing: NA SIC: 0783 Stock Symbol: NA Line of Business: Shrub/tree services Year Started 1929 Employees 45 Corporate Family: This business is a subsidiary single location of the corporate family. Scores PAYDEX 73 73 11 I 1001 • � 120 Days Slow' 30 Days Slow Prompt 11 days beyond terms Based on up to 24 months of trade. D&B PAYDEX®Key High risk of late payment (average 30 to 120 days beyond terms) Medium risk of late payment (average 30 days or less beyond terms) • Low risk of late payment (average prompt to 30+days sooner) Credit Limit Recommendation 70 I _ ' I High Moderato Low D&B Rating Rating Number of employees: 1R indicates 10 or more employees 1 R2 Composite Credit Appraisal: 2 is good The credit rating was assigned based on D&B's assessment of the company's financial ratios and its cash flow. For more information, see the D&B Rating Key. Below is an overview of the company's rating history since 03/11/2004 D&B Rating Date Applied 1R2 2017-12-11 -- 2017-11-27 1R2 2016-11-07 -- 2016-03-21 1 R2 2013-03-25 1R3 2009-03-30 1R2 2006-10-18 -- 2004-03-11 The Summary Analysis section reflects information in D&B's file as of March 7,2018 D&B Viability Rating Viability Score — —� 9 5 ' High Risk law Risk j Compared to ALL US Businesses within the D&B Database: • Level of Risk: Low Risk • Businesses ranked 3 have a probability of becoming no longer viable: 3% • Percentage of businesses ranked 3: 15% • Across all US businesses, the average probability of becoming no longer viable: 14% 71 V Portfolio Comparison High Risk Low Risk Compared to ALL US Businesses within the D&B Database: • Model Segment: Established Trade Payments • Level of Risk: Low Risk • Businesses ranked 4 within this model segment have a probability of becoming no longer viable: 4% • Percentage of businesses ranked4 within this model segment: 11% • Within this model segment, the average probability of becoming no longer viable: 5% C 44.` y F Data Depth Indicator G A >Descriptive Predictive Data Depth Indicator: Rich Firmographics Extensive Commercial Trading Activity No Financial Attributes rii_ Financial Trade Company Years in Data Pa ments Size Business Company Profile - - SUBSIDIARY1 - R 9 Compared to ALL US Businesses within the D&B Database: • Financial Data: - • Trade Payments: - • Company Size: SUBSIDIARY • Years in Business: - History & Operations History The following Information was reported: 02105/2018 Officer(s): PATRICK COVEY,CEO THEA SEARS,CONTRA DIRECTOR(S): THE OFFICER(S) - The Ohio Secretary of State's business registrations file showed that Davey Resource Group,Inc.was registered as a Corporation on June 19,2017,under file registration number 4040871. Business started 1929.100%of capital stock is owned by Doug Cowan. PATRICK COVEY.Antecedents are unknown. 72 THEA SEARS.Antecedents are unknown. uliu*ilu1a Description: Subsidiary of DAVEY TREE EXPERT COMPANY,THE,KENT,OH which operates as a tree service. Provides ornamental shrub and tree services(100%). Nonseasonal. Employees: 45 which includes officer(s). Facilities: Occupies premises in building. SIC & NAICS SIC: Based on information in our file,D&B has assigned this company an extended 8-digit SIC.D&B's use of 8-digit SICs enables us to be more specific to a company's operations that if we use the standard 4-digit code.The 4-digit SIC numbers link to the description on the Occupational Safety&Health Administration(OSHA)Web site.Links open in a new browser window. 0783 0000 Ornamental shrub and tree services NAICS: 561730 Landscaping Services Payments PAYDEX® The D&B PAYDEX®is a unique, dollar weighted indicator of payment performance based on up to 8 payment experiences as reported to D&B by trade references. 3 Month PAYDEX® 24 Month PAYDEX® 80A 73 When weighted by dollar amount, When weighted by dollar amount, payments to suppliers average ON TERMS terms. payments to suppliers average 11 days beyond terms terms. Based on payments collected over the last 3 months Based on payments collected over the last 24 months When dollar amounts are not considered,then approximately 70 of the company's payments are within terms, I High risk of late payment(average 30 to 120 days beyond terms) Medium risk of late payment(average 30 days or less beyond terms) Low risk of late payment(average prompt to 30+days sooner) Payments Summary Total(Last 24 Months): 8 73 ReceivedAmount ) Pa ttrent summa Terms las 31 30-80 81-90 90, Top Industries Electric services 1 $250.00' $250.00! 100% 0 0 0 0 'General auto repair 1 $100.00 $100.001 0% 0 0 0- 100 Newspaper-printipubl 1 $0.00 i $0.00( 0% 0 0 0 0 . Whol Industrial suppl 1 $0.00 $0.00 0% 0 0 0 1 0 Other Categories Cash experiences 4 $300 $100 -- — -- -- -- Unknown 0 $0 E; Unfavorable comments 0 $0 I - 1 Placed for collections with D&B: 0 $0 Other 0 N/A Total in D&B's file 8 $650 $250 -- -- -- -- -- The highest Now Owes on file is$0 The highest Past Due on file is$0 There are 8 payment experience(s)in D&Bs file for the most recent 24 months,with 5 experience(s)reported during the last three month period. Payments Details Total(Last 24 Months): 8 7-ii 3;: 37 ;{ � ha$y 6 �a r 4^+� , � r♦ �� a � �� m i 1 02/2018 Ppt $250 $0 $0 N30 1 mo 02/2018 (002) $100 $0 $0 Cash account 1 6-12 mos 01/2018 Ppt — $0 $0 N30 1 mo 01/2018 (004) ; $100 -- -- Cash account 1 mo 12/2017 (005) -- $0 $0 Cash account 1 mo 08/2017 (006) -- $0 $0 -- 6-12 mos 02/2017 Slow 90+ $100 $0 $0 -- 1 6-12 mos 04/2016 (008) $100 -- -- Cash account 1 mo Payments Detail Key: )♦ 30 or more days beyond terms Accounts are sometimes placed for collection even though the existence or amount of the debt is disputed. Payment experiences reflect how bills are met in relation to the terms granted.In some instances payment beyond terms can be the result of disputes over merchandise,skipped invoices etc. Each experience shown is from a separate supplier.Updated trade experiences replace those previously reported. Banking and Finance 74 • i We currently do rvt have enough infornrdian to generate the graphs for the selected Key Busiress Ratio. • This Company Key Financial Comparisons v . i*-, , ($) ($) This Company's Operating Results Year Over Year . r_. 1 Net Sales NA NA NA I Gross Profit NA NA NA i Net Profit NA NA NA Dividends/Withdrawals NA NA NA i Working Capital j NA i NA NA This Company's Assets Year Over Year I Cash NA : NA NA Accounts Receivable NA NA NA Notes Receivable NA NA NA inventories NA NA NA Other Current NA NA NA Total Current NA NA NA I Fixed Assets NA NA NA {- Other Non Current NA NA NA Total Assets NA NA NA This Company's Liabilities Year Over Year i Accounts Payable NA NA NA Bank Loan NA NA NA Notes Payable NA NA NA ! Other Current Liabilities NA NA NA Total Current Liabilities NA NA NA Other Long Term and Short Term Liabilities NA NA NA Defferred Credit NA NA NA 75 financial statements can help Improve your D&B scores.To submit a financial statement,please call customer service at 800-333.0505. Key Business Ratios -;�a; "-7w;y.� .. ��iAR-. i&o- ,., w�. .,.,e, :-� .��. ..Mediall,. ..,��. .0�,,.:�ma�...aa,.alArti ;� a. - -mss: S Solvency Quick Ratio NA NA NA Current Ratio NA NA NA Current Liabilities to Net Worth NA NA NA Current Liabilities to Inventory NA NA NA Total Current NA NA NA Fixed Assets to Net Worth NA NA NA Efficiency Collection Period NA NA NA ( Inventory Turn Over NA NA NA Sales to NWC NA NA NA Acct Pay to Sales NA ; NA NA 1 _ Profitability , Return on Sales NA NA NA Return on Assets NA NA NA Return on NetWorth NA NA NA Public Filings Summary - The following data includes both open and closed filings found in D&B's database on this company. Rehr ,Type " � " ft of ecords Mint° scent Fit ng bate `.,, Bankruptcy Proceedings 0 ; - Judgments 0 - i Liens 0 - Suits 0 - UCCs 0 - The following Public Filing data is for information purposes only and is not the official record. Certified copies can only be obtained from the official source. Judgments 76 1 Wo rnrronthw don't havo onnnnh data to dicnlav this cartinn I We currently don't have enough data to display this section UCC Filings We currently don't have enough data to display this section Government Activity Summary Borrower(Dir/Guar): NO Administrative Debt: NO Contractor: NO Grantee: NO Party excluded from federal program(s): NO Possible Candidate: Labor Surplus Area: N/A Small Business: N/A 8(A)Firm: N/A The public record items contained herein may have been paid,terminated,vacated,or released prior to today's date The public record items contained herein may have been paid,terminated,vacated or released prior to today's date. Special Events .: 12/11/2017 A Rating change has occurred on this company. 11/27/2017 A Rating change has occurred on this company. 11/07/2016 A Rating change has occurred on this company. 03/21/2016 A Rating change has occurred on this company. 03/25/2013 A Rating change,has occurred on this company. Corporate Linkage Parent • s;. .._ ,.,ri °dam �?` a a + s. _ Company Name � x THE DAVEY TREE EXPERT COMPANY 00-790-3180 KENT,OHIO 77 US Linkages a s rf WW._� �..' ".. Subsidiaries WJCTS,INC. 61-089-3356 KNOXVILLE,TENNESSEE S&S TREE AND HORTICULTURAL SPECIALISTS,INC. 00-306-6458 SOUTH SAINT PAUL,MINNESOTA Branches THE DAVEY TREE EXPERT COMPANY 08-047-3838 LATHAM,NEW YORK THE DAVEY TREE EXPERT COMPANY 80-258-3968 AUSTIN,TEXAS DAVEY TREE SURGERY COMPANY 04-170-1340 BILLINGS,MONTANA THE DAVEY TREE EXPERT COMPANY 86-786-8721 DENVER,COLORADO THE DAVEY TREE EXPERT COMPANY 14-275-1788 AUSTIN,TEXAS THE DAVEY TREE EXPERT COMPANY 04-628-2324 NORTH LAS VEGAS,NEVADA THE DAVEY TREE EXPERT COMPANY 04-914-9954 INDIANAPOLIS,INDIANA THE DAVEY TREE EXPERT COMPANY 05-930-3081 GIBSONIA,PENNSYLVANIA SOUTHEASTERN REPROGRAPHICS,INC. 00-703-8400 OPP,ALABAMA SOUTHEASTERN REPROGRAPHICS, INC. 03-767-5854 LAFAYETTE,LOUISIANA SOUTHEASTERN REPROGRAPHICS,INC. 01-563-4747 CARO,MICHIGAN THE DAVEY TREE EXPERT COMPANY 08-332-0739 NORTH ROYALTON,OHIO THE DAVEY TREE EXPERT COMPANY 02-154-9832 MACEDONIA,OHIO THE DAVEY TREE EXPERT COMPANY 83-983-2482 I NAPLES,FLORIDA THE DAVEY TREE EXPERT COMPANY 02-154-9881 TAMPA,FLORIDA THE DAVEY TREE EXPERT COMPANY 02-155-0319 ELMSFORD,NEW YORK THE DAVEY TREE EXPERT COMPANY 14-265-8934 BURLINGTON,NEW JERSEY THE DAVEY TREE EXPERT COMPANY 11-580-9352 EAST DUNDEE,ILLINOIS THE DAVEY TREE EXPERT COMPANY 14-759-6381 ATLANTA,GEORGIA THE DAVEY TREE EXPERT COMPANY 08-743-6069 MILFORD,OHIO THE DAVEY TREE EXPERT COMPANY 04-696-4839 RICHMOND,VIRGINIA THE DAVEY TREE EXPERT COMPANY 09-440-7533 ROCHESTER,NEW YORK THE DAVEY TREE EXPERT COMPANY 04-184-7856 LANCASTER,NEW YORK THE DAVEY TREE EXPERT COMPANY 61-596-2149 LOCUST VALLEY, NEW YORK THE DAVEY TREE EXPERT COMPANY 61-596-2156 HORSHAM,PENNSYLVANIA THE DAVEY TREE EXPERT COMPANY 61-596-2677 TOLEDO,OHIO THE DAVEY TREE EXPERT COMPANY 61-596-2693 NEEDHAM,MASSACHUSETTS THE DAVEY TREE EXPERT COMPANY 01-451-0993 GAITHERSBURG,MARYLAND THE DAVEY TREE EXPERT COMPANY 15-738-1026 NASHVILLE,TENNESSEE THE DAVEY TREE EXPERT COMPANY 78-468-8538 MORRIS PLAINS,NEW JERSEY 78 THE DAVEY TREE EXPERT COMPANY 13-651-7906 FLAT ROCK,MICHIGAN Y. r' 1�3'8..wx-D..� .xi`h, y.;i•y"S"ji•'\b aaf :tiaA'' .:.. a`a�. e3.":^wa.. r a\\x��.Y.tV^:i :::x. a N \r F" a.\.. ...... 4xY .Y�. :.\S a THE DAVEY TREE EXPERT COMPANY I 82-816-8109 BROOMFIELD,COLORADO DAVEY TREE SURGERY COMPANY 03-381-2888 ESCONDIDO,CALIFORNIA THE DAVEY TREE EXPERT COMPANY 03-102-5398 SAINT LOUIS,MISSOURI THE DAVEY TREE EXPERT COMPANY 08-343-2831 AUBURN HILLS,MICHIGAN THE DAVEY TREE EXPERT COMPANY 95-754-0941 MADISON,NEW JERSEY THE DAVEY TREE EXPERT COMPANY 05-362-6305 CANTON,MICHIGAN THE DAVEY TREE EXPERT COMPANY 07-584-4456 ELDRIDGE,IOWA SOUTHEASTERN REPROGRAPHICS,INC. 06-471-7463 COLUMBIA CITY,INDIANA THE DAVEY TREE EXPERT COMPANY 01-365-5813 BALTIMORE,MARYLAND THE DAVEY TREE EXPERT COMPANY 94-925-2233 BRISBANE,CALIFORNIA THE DAVEY TREE EXPERT COMPANY 82-698-9902 I FORT COLLINS,COLORADO THE DAVEY TREE EXPERT COMPANY 61-596-2610 WINFIELD,WEST VIRGINIA THE DAVEY TREE EXPERT COMPANY 07-208-2407 INDIANAPOLIS,INDIANA THE DAVEY TREE EXPERT COMPANY 07-237-1727 HICKSVILLE,NEW YORK SOUTHEASTERN REPROGRAPHICS, INC. 06-472-1893 WEST PLAINS,MISSOURI THE DAVEY TREE EXPERT COMPANY 61-556-6676 WEST SALEM,WISCONSIN SOUTHEASTERN REPROGRAPHICS,INC. 06-472-1930 LEBANON,MISSOURI THE DAVEY TREE EXPERT COMPANY 04-728-8238 CHARLOTTE,NORTH CAROLINA SOUTHEASTERN REPROGRAPHICS, INC. 06-472-3198 JACKSONVILLE,ARKANSAS THE DAVEY TREE EXPERT COMPANY 07-858-6716 MEMPHIS,TENNESSEE SOUTHEASTERN REPROGRAPHICS, INC. 05-520-8459 ELIZABETHTON,TENNESSEE THE DAVEY TREE EXPERT COMPANY 08-069-7032 PORTLAND,MAINE THE DAVEY TREE EXPERT COMPANY 60-443-7095 RICHARDSON,TEXAS THE DAVEY TREE EXPERT COMPANY 13-869-6963 GREENSBORO,NORTH CAROLINA THE DAVEY TREE EXPERT COMPANY 00-411-0453 I MOGADORE,OHIO SOUTHEASTERN REPROGRAPHICS,INC. 06-472-6090 ROLLA,MISSOURI SOUTHEASTERN REPROGRAPHICS, INC. 06-472-6366 PRAIRIE DU CHIEN,WISCONSIN DAVEY TREE SURGERY COMPANY 02-109-1652 I FREMONT,CALIFORNIA THE DAVEY TREE EXPERT COMPANY ! 16-404-8860 j NEW BERLIN,WISCONSIN SOUTHEASTERN REPROGRAPHICS,INC. 06-472-7617 WARRENSBURG,MISSOURI THE DAVEY TREE EXPERT COMPANY 08-066-0130 ALLISON PARK,PENNSYLVANIA THE DAVEY TREE EXPERT COMPANY 04-563-2205 STOW,OHIO THE DAVEY TREE EXPERT COMPANY 04-576-3133 HOUSTON,TEXAS THE DAVEY TREE EXPERT COMPANY 01-059-5973 WINTER PARK,FLORIDA 1 DAVEY TREE SURGERY COMPANY 15-302-0537 AUBURN,CALIFORNIA THE DAVEY TREE EXPERT COMPANY 01-511-6996 BARRINGTON,ILLINOIS 79 TNF(1AVFV Ti=F FYDFDT(`(11,ADAAIV 1G_RA1..QROR D(ITTCT(IU,AI DCAIAICVI\/AAl1A THE DAVEY TREE EXPERT COMPANY 00-501-9402 MOUNT AIRY,MARYLAND THE DAVEY TREE EXPERT COMPANY 02-568-5269 ROSELAND,NEW JERSEY THE DAVEY TREE EXPERT COMPANY 02-102-4848 LAKE BLUFF,ILLINOIS THE DAVEY TREE EXPERT COMPANY 80-971-9060 CAZADERO,CALIFORNIA THE DAVEY TREE EXPERT COMPANY 80-708-9503 CLEVELAND,OHIO THE DAVEY TREE EXPERT COMPANY 61-854-9526 HOPEWELL JUNCTION,NEW YORK THE DAVEY TREE EXPERT COMPANY 80-397-4039 MAITLAND,FLORIDA ©Dun&Bradstreet,Inc.2015.All rights reserved. 80 State of Florida Department of State I certify from the records of this office that DAVEY RESOURCE GROUP, INC. is an Ohio corporation authorized to transact business in the State of Florida, qualified on October 10, 2017. The document number of this corporation is F 17000004547. I further certify that said corporation has paid all fees due this office through December 31, 2018, that its most recent annual report/uniform business report was filed on January 2, 2018, and that its status is active. I further certify that said corporation has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of the State of Florida at Tallahassee, the Capital,this the Eighth day of May,2018 rr}ice "`{sem $14: 67"Secretary of State Tracking Number: CU2007568978 To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https://services.su nbiz.org/Filings/CertificateOfStatus/CertificateAuthentication 81 State of Florida Department of State I certify from the records of this office that CALVIN, GIORDANO & ASSOCIATES, INC. is a corporation organized under the laws of the State of Florida, filed on June 27, 1985. The document number of this corporation is M17373. I further certify that said corporation has paid all fees due this office through December 31, 2018, that its most recent annual report/uniform business report was filed on January 2, 2018, and that its status is active. I further certify that said corporation has not filed Articles of Dissolution. Given under my hand and the Great Seal of the State of Florida at Tallahassee,the Capital, this the Second day of January,2018 -.6011E:•;;; • iLi � , t... Secretary of State w := Tracking Number:CC7752276398 To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https://services.su nb iz.o rg/Filings/CertificateOfStatus/CertificateAuthenticatio n 82 ATTACHMENT D INSURANCE REQUIREMENTS APPENDIX E ,.. I- if Insurance Requirements RFQ 2018- 187-WG URBAN FORESTRY MASTER PLAN DEVELOPMENT PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2018-187-WG 34 MAMI BEACH INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. XXX 1. Workers' Compensation and Employer's Liability per the Statutory limits of the state of Florida. XXX 2. Comprehensive General Liability (occurrence form), limits of liability $ 1,000,000.00 per occurrence for bodily injury property damage to include Premises/ Operations; Products, Completed Operations and Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement exactly as written in "insurance requirements"of specifications). XXX 3. Automobile Liability-$1,000,000 each occurrence-owned/non-owned/hired automobiles included. XXX 4. Professional Liability Insurance in an amount not less than $2,000,000.000 with deductible per claim, if any, not to exceed 10%of the limit of liability. XXX 5. The City must be named as and additional insured on the liability policies; and it must be stated on the certificate. 6. Other Insurance as indicated: Builders Risk completed value $ .00 Liquor Liability $ .00 Fire Legal Liability $ .00 Protection and Indemnity $ .00 Employee Dishonesty Bond $ .00 Other $ .00 XXX 7. Thirty(30) days written cancellation notice required. XXX 8. Best's guide rating B+:VI or better, latest edition. XXX 9. The certificate must state the proposal number and title The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. RFQ 2018-187-WG 35