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PSA with Davey Resource Group, Inc. for Urban Forestry Services Pursuant to RFQ-2021-207-AY DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 20 L. —' 412 DocuSign Envelope ID:415DDDAD-5F18-49F4-9CC8-EB48C7CCA44C C-1 3 A r Z o1 Contract no.2l-207-02 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND DAVEY RESOURCE GROUP, INC. FOR URBAN FORESTRY SERVICES PURSUANT TO RFQ-2021-207-AY This Professional Services Agreement ("Agreement") is entered into this 9/27/2022 10:08 EDT ("Effective Date"), 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. a Delaware Corporation, whose address is 295 S Water St. STE 300, Kent, Ohio 44240 ("Consultant"). 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 Environment& Sustainability Department Director. 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 RFQ No. 2021-207- AY for URBAN FORESTRY SERVICES together with all amendments thereto, issued by the City in contemplation of this Agreement, 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. 1 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO DocuSign Envelope ID:4150DDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 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. SECTION 2 SCOPE OF SERVICES 2.1 Work under this Agreement will be assigned by the City, at its sole discretion, on an "As Needed" basis. If the price quotes provided by the Consultant at the City's request are deemed unreasonable or unjustifiably high, then the City, at its discretion and sole option, may request quotes from other Consultants without restrictions or limitations. 2.2 In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide the work and services described in Section "4" (Statement of Work Required)of Section 0100 of the RFQ and Exhibit "A" hereto, and as more specifically delineated in the Consultant Service Order, including any work that may be ancillary or necessary for completion thereof (the "Services"). 2.3 Consultant shall only commence any Services, or portions thereof, upon issuance of a Consultant Service Order ("CSO") attached hereto as Exhibit C, executed in accordance with Contract Approval Authority Procedure 03.02 or as amended. For each proposed Consultant Service Order, Consultant shall provide the City with a cost proposal on a lump sum or not-to- exceed basis, based on negotiated fees and/or rates, as applicable. Hourly rates must be consistent with Exhibit B attached hereto, unless more favorable rates can be negotiated, approved and accepted by the City through the Consultant Service Order. 2.4 Consultant's Services, and any deliverables incident thereto, shall be completed in accordance with the timeline and/or schedule in the CSO. Consultant Service Orders must include a detailed list of tasks, sub-tasks, and deliverables (Collectively, the "Scope") that are consistent with the work and services described in Section "4" (Statement of Work Required) of Section 0100 of the RFQ and Exhibit "A" of this Agreement, as well as with hourly rates reflected in Exhibit"B" of this agreement. 2.5 The City shall have the right, at any time, in its sole aid absolute discretion, to submit for review to other Consultants(engaged by the City at its expense)any or all parts of the Services. The Consultant shall fully cooperate in such review(s). Whenever others are required to verify, review, or consider any Services performed by the Consultant, the intent of such requirement is to enable the Consultant to receive input from others' professional expertise to identify any discrepancies, errors or omissions that are inconsistent with industry standards, or which are inconsistent with applicable laws, standards, codes, or inconsistent with standards, decisions or approvals provided by the City under this Agreement. Consultant will use reasonable care and skill in accordance and consistent with customary professional standards, in responding to items identified by other reviewers in accordance with this subsection. Consultant shall receive comments from reviewers in writing. Consultant shall address comments in a timely manner. The term "timely" shall be defined to mean as soon as possible under the circumstances, taking into account the timelines of the project schedule. 2 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO DocuSign Envelope ID:415DDDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 The Consultant is advised that a performance evaluation of the Services rendered will be completed by the City, upon completion of every assigned project, and kept in the City's files for evaluation of future solicitations. 2.6 ADDITIONAL SERVICES: The City may request any Services or additional services not contemplated within the Scope of Services ("Additional Services"), at any time by Consultant Service Order, in the same manner as specified in Section 2.4. Consultant shall only commence any Services or Additional Services, or portions thereof, upon issuance of an executed CSO by the City Manager or corresponding Department's Director, pursuant to section 4.2. Consultant shall provide the City with a cost proposal on a lump sum or not-to-exceed basis, based on negotiated fees and/or rates, as applicable. Additional Services shall be approved in accordance with Contract Approval Authority Procedure 03.02 or as amended. 2.7 Consultant warrants that all Services shall conform to professional standards of care and practice in effect at the time the Services are performed and be of the highest quality in accordance with such standards. Any defects caused by the Consultant will be promptly corrected free of charge to the City. Any custom development work will be warranted to be free from all faults, defects or errors for thirty(30)days after City's acceptance. SECTION 3 TERM The term of this Agreement ("Term") shall commence upon execution of this Agreement by all parties hereto (the Effective Date set forth on p. 1 hereof), and shall have an initial term of three (3) years with two(2)additional two-year renewal options, to be exercised at the City Manager's sole option and discretion, by providing Consultant with written notice of same no less than thirty (30)days prior to the expiration of the initial term. 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. SECTION 4 FEE 4.1 In consideration of the Services to be provided, Consultant shall be compensated on a on a lump sum or not-to-exceed basis, in accordance with the hourly rates established in Exhibit B, attached hereto. 4.2 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). Invoices shall include a detailed description of the Services (or portions thereof) provided, and shall be submitted to the City at the following address: 3 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 DocuSign Envelope ID:415DDDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 Accounts Payable: Payables@miamibeachfl.qov 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 rights 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 CONSULTANT, MAY IMMEDIATELY SUSPEND THE 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 4 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO DocuSign Envelope ID:415DDDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 INDEMNIFICATION AND INSURANCE REQUIREMENTS 6.1 INDEMNIFICATION Consultant agrees to indemnify, defend 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 6.2.1 The Consultant shall maintain the below required insurance in effect prior to awarding the agreement and for the duration of the agreement. The maintenance of proper insurance coverage is a material element of the agreement and failure to maintain or renew coverage may be treated as a material breach of the contract, which could result in withholding of payments or termination of the Agreement. A. Worker's Compensation Insurance for all employees of the vendor as required by Florida Statute 440, and Employer Liability Insurance for bodily injury or disease. Should the Vendor be exempt from this Statute, the Vendor and each employee shall hold the City harmless from any injury incurred during performance of the Contract. The exempt Vendor shall also submit (i) a written statement detailing the number of employees and that they are not required to carry Workers' Compensation insurance and do not anticipate hiring any additional employees during the term of this contract or(ii)a copy of a Certificate of Exemption. B. Commercial General Liability Insurance on an occurrence basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $300,000 per occurrence. C. Automobile Liability Insurance covering any automobile, if vendor has no owned automobiles, then coverage for hired and non-owned automobiles, with limit no less than $300,000 combined per accident for bodily injury and property damage. 5 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AU DocuSign Envelope ID:415DDDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 D. Professional Liability (Errors & Omissions) Insurance appropriate to the Consultant's profession, with limit no less than $300,C00 per occurrence. 6.2.2 Additional Insured — City of Miami Beach must be included by endorsement as an additional insured with respect to all liability policies (except Professional Liability and Workers' Compensation) arising out of work or operations performed on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired or borrowed in the form of an endorsement to the Consultant's insurance. 6.2.3 Notice of Cancellation — Each insurance policy -equired above shall provide that coverage shall not be cancelled, except with notice to the City of Miami Beach do EXIGIS Insurance Compliance Services. 6,2.4 Waiver of Subrogation — Consultant agrees to obtain any endorsement that may be necessary to affect the waiver of subrogation on the coverages required. However, this provision applies regardless of whether the City has received a waiver of subrogation endorsement from the insurer. 6.2.5 Acceptability of Insurers — Insurance must be placed with insurers with a current A.M. Best rating of A:VII or higher. If not rated, exceptions may be made for members of the Florida Insurance Funds (i.e. FWCIGA, FAJUA). Carriers may also be considered if they are licensed and authorized to do insurance business in the State of Florida. 6.2.6 Verification of Coverage—Consultant shall furnish the City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time. CERTIFICATE HOLDER ON ALL COI MUST READ: CITY OF MIAMI BEACH c/o EXIGIS Insurance Compliance Services P.O. Box 947 Murrieta, CA 92564 Kindly submit all certificates of insurance, endorsements, exemption letters to our servicing agent, EXIGIS, at: Certificates-miamibeach(a riskworks.com 6.2.7 Special Risks or Circumstances - The City of Miami Beach reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 6 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 DocuSign Envelope ID:415DDDAD-5F 18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 Compliance with the foregoing requirements shall not relieve the vendor of his liability and obligation under this section or under any other section of this agreement. 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. 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 Services 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. 7 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO DocuSign Envelope ID:4 15DDDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 9.2 COMPLIANCE WITH APPLICABLE LAWS In its performance of the 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 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 INSPECTOR GENERAL AUDIT RIGHTS (A) Pursuant to Section 2-256 of the Code of the City of Miami Beach, the City has established the Office of the Inspector General which may, on a random basis, perform reviews, audits, inspections and investigations on all City contracts, throughout the duration of said contracts. This random audit is separate and distinct from any other audit performed by or on behalf of the City. (B) The Office of the Inspector General is authorized to investigate City affairs and empowered to review past, present and proposed City programs, accounts, records, contracts and transactions. In addition, the Inspector General has the power: to subpoena witnesses, administer oaths, require the production of witnesses and rnolttor City projects and programs. Monitoring of an existing City project or program may 8 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 DocuSign Envelope ID:415DDOAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 include a report concerning whether the project is on time, within budget and in conformance with the contract documents and applicable law. The Inspector General shall have the power to audit, investigate, monitor, oversee, inspect and review operations, activities, performance and procurement process including but not limited to project design, bid specifications, (bid/proposal) submittals, activities of the Consultant, its officers, agents and employees, lobbyists, City staff and elected officials to ensure compliance with the contract documents and to detect fraud and corruption. Pursuant to Section 2-378 of the City Code, the City is allocating a percentage of its overall annual contract expenditures to fund the activities and operations of the Office of Inspector General. (C) Upon ten (10) days written notice to the Consultant, the Consultant shall make all requested records and documents available to the Inspector General for inspection and copying. The Inspector General is empowered to retain the services of independent private sector auditors to audit, investigate, monitor, oversee, inspect and review operations activities, performance and procurement process including but not limited to project design, bid specifications, (bid/proposal) submittals, activities of the Consultant its officers, agents and employees, lobbyists, City staff and elected officials to ensure compliance with the contract documents and to detect fraud and corruption. (D) The Inspector General shall have the right to inspect and copy all documents and records in the Consultant's possession, custody or control which in the Inspector General's sole judgment, pertain to performance of the contract, including, but not limited to original estimate files, change order estimate files, worksheets, proposals and agreements from and with successful subcontractors and suppliers, all project-related correspondence, memoranda, instructions, financial documents, construction documents, (bid/proposal) and contract documents, back-change documents, all documents and records which involve cash, trade or volume discounts, insurance proceeds, rebates, or dividends received, payroll and personnel records and supporting documentation for the aforesaid documents and records. (E) The Consultant shall make available at its office at all reasonable times the records, materials, and other evidence regarding the acquisition (bid preparation) and performance of this Agreement, for examination, audit, or reproduction, until three (3) years after final payment under this Agreement or for any longer period required by statute or by other clauses of this Agreement. In addition: If this Agreement is completely or partially terminated, the Consultant shall make available records relating to the work terminated until three (3) years after any resulting final termination settlement; and ii. The Consultant shall make available records relating to appeals or to litigation or the settlement of claims arising under or relating to this Agreement until such appeals, litigation, or claims are finally resolved. 9 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 DocuSign Envelope ID:415DDDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 (F) The provisions in this section shall apply to the Consultant, its officers, agents, employees, subcontractors and suppliers. The Consultant shall incorporate the provisions in this section in all subcontracts and all other agreements executed by the Consultant in connection with the performance of this Agreement. (G) Nothing in this section shall impair any independent right to the City to conduct audits or investigative activities. The provisions of this section are neither intended nor shall they be construed to impose any liability on the City by the Consultant or third parties. 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 shall not employ any person having any such interest. No member of or delegate to the 10 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO DocuSign Envelope ID:415DDDAD-5F18-49F4-9CC6-EB48C7 CCA44C Contract no.21-207-02 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. 11 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 DocuSign Envelope ID.4 t 5DDDAD-5F 18-49F4-9CC6-EB48C7CCA4-IC Contract no.2 1-207-02 (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 attorneys' 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 serder 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: RAFAELGRANADOAMIAMIBEACHFL.GOV PHONE: 305-673-7411 10.8 FORCE MAJEURE (A) A "Force Majeure" event is an event that (i) in fact causes a delay in the performance of the Consultant or the City's obligations under the Agreement, and (ii) is beyond the reasonable control of such party unable to perform the obligation, and (iii) is not due to an intentional act, error, omission, or negligence of such party, and (iv) could not have reasonably been foreseen and prepared for by sLch party at any time prior to the occurrence of the event. Subject to the foregoing criteria, Force Majeure may include events such as war, civil insurrection, riot, fires, epidemics, pandemics, terrorism, sabotage, explosions, embargo restrictions, quarantine restrictions, transportation accidents, strikes, strong hurricanes or tornadoes, earthquakes, or other acts of God which prevent performance. Force Majeure shall not include technological impossibility, inclement weather, or failure to secure any of the required permits pursuant to the Agreement. 12 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO DocuSign Envelope ID:415DDDAD-5F18-49F4-9CC6-EB48CTCCA44C Contract no.2I-207-02 (B) If the City or Consultant's performance of its contractual obligations is prevented or delayed by an event believed by to be Force Majeure, such party shall immediately, upon learning of the occurrence of the event or of the commencement of any such delay, but in any case within fifteen (15) business days thereof, provide notice: (i) of the occurrence of event of Force Majeure, (ii) of the nature of the event and the cause thereof, (iii) of the anticipated impact on the Agreement, (iv)of the anticipated period of the delay, and (v) of what course of action such party plans to take in order to mitigate the detrimental effects of the event. The timely delivery of the notice of the occurrence of a Force Majeure event is a condition precedent to allowance of any relief pursuant to this section; however, receipt of such notice shall not constitute acceptance that the event claimed to be a Force Majeure event is in fact Force Majeure, and the burden of proof of the occurrence of a Force Majeure event shall be on the requesting party. (C) No party hereto shall be liable for its failure to carry out its obligations under the Agreement during a period when such party is rendered unable, in whole or in part, by Force Majeure to carry out such obligations. The suspension of any of the obligations under this Agreement due to a Force Majeure event shall be of no greater scope and no longer duration than is required. The party shall use its reasonable best efforts to continue to perform its obligations hereunder to the extent such obligations are not affected or are only partially affected by the Force Majeure event, and to correct or cure the event or condition excusing performance and otherwise to remedy its inability to perform to the extent its inability to perform is the direct result of the Force Majeure event with all reasonable dispatch. (D) Obligations pursuant to the Agreement that arose before the occurrence of a Force Majeure event, causing the suspension of performance, shall not be excused as a result of such occurrence unless such occurrence makes such performance not reasonably possible. The obligation to pay money in a timely manner for obligations and liabilities which matured prior to the occurrence of a Force Majeure event shall not be subject to the Force Majeure provisions. (E) Notwithstanding any other provision to the contrary herein, in the event of a Force Majeure occurrence, the City may, at the sole discretion of the City Manager, suspend the City's payment obligations under the Agreement, and may take such action without regard to the notice requirements herein. Additionally, in the event that an event of Force Majeure delays a party's performance under the Agreement for a time period greater than thirty (30) days, the City may, at the sole discretion of the City Manager, terminate the Agreement on a given date, by giving written notice to Consultant of such termination. tf the Agreement is terminated pursuant to this section, 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. In no event will any condition of Force Majeure extend this Agreement beyond its stated term. 10.9 E-VERIFY (A) Consultant shall comply with Section 448.095, Florida Statutes, "Employment Eligibility" ("E-Verify Statute"), as may be amended from time to time. Pursuant to the E-Verify Statute, commencing on January 1, 2021, Consultant shall register with and use the E- Verify system to verify the work authorization status of all newly hired employees during 13 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO DocuSign Envelope ID:415DDDAD-5F 18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 the Term of the Agreement. Additionally, Consultant shall expressly require any subconsultant performing work or providing services pursuant to the Agreement to likewise utilize the U.S. Department of Homeland Security's E-Verify system to verify the employment eligibility of all new employees hired by the subconsultant during the contract Term. If Consultant enters into a contract with an approved subconsultant, the subconsultant must provide the Consultant with an affidavit stating that the subconsultant does not employ, contract with, or subcontract with an unauthorized alien. Consultant shall maintain a copy of such affidavit for the duration of the Agreement or such other extended period as may be required under this Agreement. (B) TERMINATION RIGHTS. (1) If the City has a good faith belief that Consultant has knowingly violated Section 448.09(1), Florida Statutes, the City shall terminate this Agreement with Consultant for cause, and the City shall thereafter have or owe no further obligation or liability to Consultant. (2) If the City has a good faith belief that a subconsultant has knowingly violated the foregoing Subsection 10.9(A), but the Consultant otherwise complied with such subsection, the City will promptly notify the Consultant and order the Consultant to immediately terminate the Agreement with the subconsultant. Consultant's failure to terminate a subconsultant shall be an event of default under this Agreement, entitling City to terminate the Consultant's contract for cause. (3) A contract terminated under the foregoing Subsection (B)(1) or (B)(2) is not in breach of contract and may not be considered as such. (4) The City or Consultant or a subconsultant may file an action with the Circuit or County Court to challenge a termination under the foregoing Subsection (B)(1)or (B)(2) no later than 20 calendar days after the date on which the contract was terminated. (5) If the City terminates the Agreement with Consultant under the foregoing Subsection (B)(1), Consultant may not be awarded a public contract for at least 1 year after the date of termination of this Agreement. (6) Consultant is liable for any additional costs incurred by the City as a result of the termination of this Agreement under this Section 10.9. SECTION 11 NOTICES Until changed by notice, in writing, all such notices and communications shall be addressed as follows: TO CONSULTANT: Davey Resource Group, Inc. Attn: Juan Carrasco 295 South Water St. STE 300 Kent, Ohio 44240 Ph: 330-639-8274 1800-828-8312 Email: Shirlev.Vauqhndavey.com 14 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 DocuSign Envelope ID:415DDDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 TO CITY: Environment&Sustainability Attn: Michael Atkin 1700 Convention Center Drive Miami Beach, FL 33139 Ph: 786-774-7260 Email: MichaelAtkin(a�miamibeachfl.gov All notices mailed electronically to either party shall be deemed to be sufficiently transmitted. 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 WAIVER OF BREACH A party's failure to enforce any provision of this Agreement shall not be deemed a waiver of such provision or modification of this Agreement. A party's waiver of any breach of a provision of this Agreement shall not be deemed a waiver of any subsequent breach and shall not be construed to be a modification of the terms of this Agreement. 12.4 JOINT PREPARATION The parties hereto acknowledge that they have sought and received whatever competent advice and counsel as was necessary for them to form a full and complete understanding of all rights and obligations herein and that the preparation of this Agreement has been a joint effort of the parties, the language has been agreed to by parties to express their mutual intent and the resulting document shall not, solely as a matter of judicial construction, be construed more severely against one of the parties than the other. 12.5 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 hereir, and there are no commitments, agreements or understandings concerning the subject matter of this Agreement that are not 15 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 DocuSign Envelope ID:415DDDAD-5F 18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 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] 16 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 DocuSign Envelope ID:415DDDAD-5F18-49F4-8CC6-EB48C7CCA44C Contract no.21-207-02 IN WITNESS WHEREOF, the parties hereto have caused this Agreement bo be executed by their appropriate officials, as of the date first entered above. FOR CITY: CITY OF MIAMI BEACH, FLORIDA ATTEST: DocuSigned by: rrafat arGUAAk By: fADODAODFDSC4C1... Rafael E. Granado, City Clerk Una T. Hudak, it Manager 9/27/2022 1 10:08 EDT Date: FOR CONSULTANT: DAVEY RESOURCE GROUP, INC. ATTEST: / %/1.gt141-L By aAff`i40 Kellie Ferguson,Administrative Asst. Kenneth A.joehlin,VP&GM Print Name and Title Print Name and Title Date: July 8,2022 APPROVED AS TO FORM& LANGUAGE & FOR EXECUTION i Z ' — O I2r1/ . ? ity Attorney . * Date 17 DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 DocuSign Envelope ID:415ODDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract not I-207-02 EXHIBIT A SCOPE OF SERVICES I. URBAN FORESTRY CONSULTATION o Development of cyclical Urban Tree Canopy Assessments. o Conduct GIS Inventory Updates. o Post-Storm Inventory updates. o Conduct specialized analytical work related to the sustainable management of our urban tree canopy. o Level three Tree Risk assessment not limited to the use of specialized equipment methodology such as the need for tissue testing, drone inspection and resistance drilling. o Develop specialized tree preservation plans for specimen or heritage trees. o In depth assessments of high valued trees that may impact public safety or property. o Post Storm assessment of high valued three canopy. [BALANCE OF PAGE INTENTIONALLY LEFT BLANK] 18 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 DocuSign Envelope ID.415DDDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 EXHIBIT B HOURLY RATES - URBAN FORESTRY URBAN FORESTRY CONSULTING TITLE/POSITIONS HOURLY RATE Principal $ 230.00 Senior Consulting Arborist II $ 220.00 Senior Consulting Arborist I $ 190.00 Consulting Arborist $ 160.00 Inventory Aborist $ 182.00 GIS Inventory Analyst $ 131.00 GIS Technician $ 81.67 19 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO DocuSign Envelope ID 415DDDAD-5F18-49F4-9CC6-EB48C7CCA44C Contract no.21-207-02 EXHIBIT C CONSULTANT SERVICE ORDER(samplel Contract# Contractor: Project Title: By accepting this CSO,Consultant agrees to provide services pursuant to the attached proposal dated and the terms, conditiors,and rates established in the above-referenced contract between the City and the Consultant.Consultant explicitly agrees that no other terns and conditions shall apply to the work regardless of whether said other terms and conditions are included herein or in any attachment to this CSO.Any deviation from the scope of work agreed to herein shall require a change order approved by the City. Estimated calendar days to complete the work: Total amount original CSO 'Iotal amount this Amendment Total amount all previous Amendments Total Amount for Engagement Fee for ancillary items for this Service Order Account Code: For City(Name) Signature Date Reviewed by Procurement:Alex Denis Project Administrator: Dept Director. ACM: CM: Lead Project Admin: Notes: 20 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 ATTACHMENT A RESOLUTION&COMMISSION AWARD MEMO DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 RESOLUTION NO. 2022-31972 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) 2021-207-AY FOR URBAN FORESTRY SERVICES, AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH THE F.A. BARTLETT TREE EXPERT COMPANY, DAVEY RESOURCE GROUP, INC., AND E SCIENCES, INC., TO ESTABLISH A POOL OF PREQUALIFIED CONSULTANTS TO ASSIST WITH URBAN FORESTRY SERVICES; FURTHER, AUTHORIZING THE CITY MANAGER AND CITY CLERK TO EXECUTE AN AGREEMENT WITH EACH OF THE FOREGOING PROPOSERS UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. WHEREAS, the City needs qualified professionals for tree assessments, urban forestry consulting, and advanced tree care as required and on a per project basis; and WHEREAS, on September 17, 2021, the RFQ was issued and advertised with an opening date of November 12, 2021; and WHEREAS, a non-mandatory pre-proposal meeting was held on September 30, 2021; and WHEREAS, on December 10, 2021, the City received a total of three (3) proposals from: The F.A. Bartlett Tree Expert Company, Davey Resource Group, Inc., and E Sciences, Inc., which were all deemed responsive; and WHEREAS, on June 21, 2021, the City Manager appointed an Evaluation Committee, comprised of Michael Atkin, Superintendent, Public Works Department; Juanita Ballesteros, Senior Resilience Analyst, City Manager's Office; Omar Leon, Urban Forester, Environment and Sustainability Department; Carlos Naumann, Contract Compliance Administrator, Parks and Recreation Department; and Rodney Perez, Capital Projects Coordinator, Capital Improvement Projects Department; and WHEREAS, the Committee received an overview of the project, information on the City's Cone of Silence Ordinance and the Government Sunshine Law, general information on the scope of services, and a copy of each proposal; and WHEREAS, the Committee scored and ranked each proposal pursuant to the evaluation criteria established in the RFQ; and WHEREAS, the evaluation process resulted in the proposers being ranked by the Evaluation Committee in the following order: 1st ranked — E Sciences, Inc. 2nd ranked —The F.A. Bartlett Tree Expert Company 3rd ranked — Davey Resource Group, Inc. (submitted for urban forestry consultation only) DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 WHEREAS, after reviewing all of the submissions and the Evaluation Committee process, the City Manager agrees with the Evaluation Committee and finds E Sciences, Inc., The F.A. Bartlett Tree Expert Company, and Davey Resource Group, Inc. (urban forestry consultation only) to all be well-qualified firms for urban forestry services. 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 (RFQ) 2021- 207-AY for Urban Forestry Services authorize the Administration to enter into negotiations with the F.A. Bartlett Tree Expert Company, Davey Resource Group, Inc., and E Sciences, Inc., to establish a pool of prequalified consultants to assist with Urban Forestry Services; further, authorize the City Manager and City Clerk to execute an Agreement with each of the foregoing proposers upon conclusion of successful negotiations by the Administration and the City Attorney's Office. PASSED AND ADOPTED this ao day of /41441 2022. ATTEST: 7, di RAFAEL E. GRANADO, CITY CLERK DAN GELBER, MAYOR JAN 2 5 2022 Syr �� ti. 11(C�P1:0�,1TED APPROVED AS TO FORM&LANGUAGE &FOR EXECUTION — 22 City Attorney D1,{ Date DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321AO C7-Resolutions F MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Alina T. Hudak, City Manager DATE: January 20, 2022 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) 2021-207-AY FOR URBAN FORESTRY SERVICES, AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH THE F.A. BARTLETT TREE EXPERT COMPANY, DAVEY RESOURCE GROUP, INC., AND E SCIENCES, INC. TO ESTABLISH A POOL OF PREQUALIFIED CONSULTANTS TO ASSIST WITH URBAN FORESTRY SERVICES; FURTHER, AUTHORIZING THE CITY MANAGER AND CITY CLERK TO EXECUTE THE AGREEMENTS UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION AND THE CITY ATTORNEY'S OFFICE. RECOMMENDATION It is recommended that the Mayor and City Commission approve the Resolution authorizing the Administration enter into negotiations with The F.A. Bartlett Tree Expert Company, Davey Resource Group, Inc., and E Sciences, Inc. to establish a pool of prequalified consultants to assist with urban forestry services. Further the Resolution authorizes the City Manager and City Clerk to execute the agreements upon conclusion of successful negotiations by the Administration and the City Attorney's Office. BACKGROUND/HISTORY One of Miami Beach's most important attributes is its iconic and lush urban tree canopy. The specialized management of the urban tree canopy is vital to the long-term health and sustainability of the urban forest. To continue improving the urban forest, the Environment and Sustainability Department needs specialized services that include consulting services and advanced, specialized tree work to manage the canopy. The services will assist the Department in better assessing means of preserving the urban tree canopy. The purpose of this RFQ is to establish a pool of qualified firms who may be tasked with projects relating to urban forestry consulting, tree assessments, and advanced tree care as required on a per-project basis. Through the RFQ, the City has requested proposals from urban forestry consultants to provide Page 229 of 1313 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 the following services: 1. Urban Forestry Consultation consists of but is not limited to: • Development of cyclical Urban Tree Canopy Assessments. • Conducting GIS Inventory Updates. • Post-Storm Inventory updates. Conduct specialized analytical work related to the sustainable management of our urban tree canopy. Level three Tree Risk assessment is not limited to specialized equipment methodologies such as tissue testing, drone inspection, and resistance drilling. • Develop specialized tree preservation plans for specimen or heritage trees. In-depth assessments of high-value trees that may impact public safety or property. • Post Storm assessment of high valued tree canopy. 2. Advance Tree Care consists of but is not limited to: Cabling, construction, installing tree support systems, air excavation, and soil amendments. Provide pest control services for applying pesticides in public ROW. Provide tree care equipment services, which may include but are not limited to aerial lifts, tree chippers,grappler trucks, chainsaws, and other tree pruning equipment. ANALYSIS On September 17, 2021, Request for Qualifications (RFQ) 2021-207-AY for Urban Forestry Services was issued. RFQ responses were received on November 12, 2021. The City received proposals from the following three (3) firms: The F.A. Bartlett Tree Expert Company, Davey Resource Group, Inc., and E Sciences, Inc. On December 14, 2021, the Evaluation Committee appointed by the City Manager convened to consider the proposals received. The Committee was comprised of the following individuals: Michael Atkin, Superintendent, Public Works Department; Juanita Ballesteros, Senior Resilience Analyst, City Manager's Office; Omar Leon, Urban Forester, Environment and Sustainability Department; Carlos Naumann, Contract Compliance Administrator, Parks and Recreation Department; and Rodney Perez, Capital Projects Coordinator, Capital Improvement Projects Department. 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 proposers being ranked by the Evaluation Committee in the following order(See Attachment A): 1st ranked— E Sciences, Inc. 2nd ranked —The F.A. Bartlett Tree Expert Company 3rd ranked— Davey Resource Group, Inc. (submitted for urban forestry consultation only) Below is a summary of the three (3)firms. E Sciences, Inc_ Founded in 2000, E Sciences, Inc. ("E Sciences") is an environmental, engineering, and ecological consulting firm providing a wide range of services to clients in both the public and private sectors. The firm has extensive experience from its long history of successfully Page 230 of 1313 DocuSign Envelope ID.DF335194-4ECF-4473-A6BE-A97747D321A0 executing projects throughout Florida and the southeastern United States. E Sciences is currently an awarded bidder of the City's professional architectural and engineering services in specialized categories and has performed well in providing the City consulting services for geotechnical testing, global positioning tree inventory services, and architectural and engineering services. In addition, the City has received positive feedback about the firm from agencies such as the City of Lakeland and Hillsborough County. The F.A. Bartlett Tree Expert Company Founded in 1907, The F.A. Bartlett Tree Expert Company ("Bartlett") is a nationwide firm specializing in scientific tree and shrub services. Bartlett has assisted residential and commercial customers to maintain beautiful, healthy trees from its over 100 offices worldwide. Through its years of services, the firm has at its disposal a fully equipped diagnostic laboratory with molecular testing capabilities, an extensive reference library, an education center, an arboretum containing over 15,000 accessioned plants, numerous working test plots, and even a bird sanctuary. In addition, the City has received positive feedback about the firm from the City of Fort Lauderdale, the Town of Gulf Stream, and Aramark, including positive feedback on the tree inventories and management plans offered by Bartlett. Davey Resource Group. Inc. Founded in 1880 and with operations throughout North America, Davey Resource Group, Inc. ("Davey Resource Group") specializes in scientifically-based horticultural and environmental services. Employee-owned since 1979, Davey Resource group is Ohio's largest employee- owned company and the eighth-largest in the nation. The firm has assisted in leading environmental programs by developing practices based on responsible, science-based actions, advanced technical research, and sustainable business practices. In addition, the City has received positive feedback about the firm from agencies such as the City of Columbus, the City of Largo, and the City of Tallahassee. Davey Resource Group submitted a proposal for only the consulting portion of the work and declined to submit a proposal for the advanced tree care work. SUPPORTING SURVEY DATA Based on the 2019 resident survey, 49.4% strongly agree that they are satisfied with the amount of tree canopy coverage in their neighborhood. This amount has increased by 16.4% since the 2016 study. The City intends to contract with qualified professionals to provide urban forestry consultation and advance tree care work to increase satisfaction. FINANCIAL INFORMATION Fees will be established through the negotiation process. Funding for the services is subject to the approval of funds through the City's budgeting process. The annual expenditures for these services is estimated to be approximately $200,000. Additionally, the State of Florida provides grant funding from the Florida Urban and Community Forestry Grant in an estimated amount of up to $60,000. CONCLUSION After reviewing all of the submissions and the Evaluation Committee process, I concur with the Evaluation Committee and find E Sciences, Inc., The F.A. Bartlett Tree Expert Company, and Davey Resource Group, Inc. (urban forestry consultation only) to all be well-qualified firms for the required services. The firms are all skilled and specialized in the area of urban forestry and advanced tree care, as reflected by each firm's years of services and the extensive resumes of Page 231 of 1313 DocuSign Envelope ID. DF335194-4ECF-4473-A6BE-A97747D321A0 the individuals to be engaged in the projects. The firms have demonstrated expertise in developing environmental programs and plans and have successfully completed projects throughout South Florida. As it was the goal of the RFP to establish a pool of prequalified consultants that could be engaged on a per-project basis to assist the City with maintaining a vibrant tree canopy, I agree with the assessment of staff and the Evaluation Committee that all three firms are qualified to participate in the pool. For the reasons stated herein, I recommend that the Mayor and City Commission approve the Resolution authorizing the Administration to enter into negotiations with The F.A. Bartlett Tree Expert Company, Davey Resource Group, Inc. (for urban forestry consulting services only), and E Sciences, Inc. to establish a pool of prequalified urban forestry consultants. The Resolution also authorizes the City Manager and City Clerk to execute an agreement upon conclusion of successful negotiations by the Administration and the City Attorney's Office. Applicable Area Citywide Is this a "Residents Right Does this item utilize G.O. to Know" item, pursuant to Bond Funds? City Code Section 2-14? Yes No Strategic Connection Neighborhoods - Enhance the beautification, physical appearance and cleanliness of neighborhoods. Legislative Tracking Environment and Sustainability/Procurement ATTACHMENTS: Description ❑ Attachment A Page 232 of 1313 0 0 aa.os wruw•ce vvus b ruaAMC.n..IC mom c (n 0 c m Uran RFD SMrN1a rwlr NI/Ms �uenla wham. Omer Limn N•rs.nn Rodney ' II LAW OslMs 4ssd6/a 90131111 01511615s OsssSYlNs 6uMrVl 01art♦tw OasYM Sa1W1 019111MN O9R1165105 6rmrad OMlydn 01i0rNs 951111E1 (0 SaNeN Tres Ewell Camaun 99 _ 0 96 2 90 ____ B0 2 99 0 961 90 0 10 2 95 0 96 1�. 93 O sve r Resource Group.Inc �— 60 0 60 7 50 0 60 �3_ 00 0 90 3 69 0 69 3 s1 0 91 7 16 7 0 E Sesames,Iscor0wuled ---- 100 0 100 I 100 0 _.__1Qo_ 1 JR_ 0 67 2 99__Q 96 I 95 0 96 1- 6 j_ 0 • CO • sTwo E oe l Domaenr —,__� •— CO LT oavar Resource Gum.Ms a ar e s E Saena .InaWPwea e s A — — m FOR DISPLAY PURPOSES ONLY.FINAL RANIONO DOES NOT CONSTITUTE AN AWARD RECOMMENDATION. C) A v CO D CD CO m D CD J J A J 0 (J . N_ D 0 • Page 233 of 1313 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 ATTACHMENT B ADDENDUM AND RFQ SOLICITATION DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AD M I A M I B E AC I-1 PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 www.miamibeachfl.gov ADDENDUM NO. 2 REQUEST FOR QUALIFICATIONS NO. 2021-207-AY URBAN FORESTRY SERVICES November 5, 2021 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 (deletions are shown by strikethrough and additions are underlined). I. RFQ DUE DATE AND TIME. The deadline for the electronic receipt of bids is on Friday, November 12, 2021, until 3:00 P.M. A subsequent addendum will be issued in the upcoming week(s) with additional information relative to the project. PUBLIC BID OPENING WILL BE VIA CONFERENCE ONLY Dial-in Instructions are as follows: • Dial the Telephone Number: 786-636-1480 • Enter the Conference ID No: 109 701 439# All bids received and time stamped through BidSync, prior to the bid submittal deadline shall be accepted as timely submitted. Bids will be opened promptly at the time and date specified. Hard copy bids or bids received electronically, either through email or facsimile, submitted prior to or after the deadline for receipt of bids are not acceptable and will be rejected. Late bids cannot be submitted, bidders are cautioned to plan sufficiently. The City will in no way be responsible for delays caused by technical difficulty or caused by any other occurrence. II. REVISION(S). A. Section 0100, Instructions to Respondents and General Conditions has been revised as follows: 15. LICENSURE. Consultant shall hold a "Certificate of Authorization" or an "Architect Business" certification from the State of Florida, Division of Business and Professional Regulations, and any other applicable license or certification, within 30 days from notification of award. III. RESPONSES TO QUESTIONS RECEIVED: Q1: Can a consulting firm only submit for part 1) Urban Forestry Consultation and not 2)Advance Tree Care? Al: Firm may not submit a partial bid. Please refer to Section 0100, Title 4, Statement of Work Required. Q2: Can a vendor,who offers benefits to domestic spouses, but not domestic partners, comply with the EQUAL BENEFITS FOR DOMESTIC PARTNERS—SECTION 2-373 by offering a Cash Equivalent term? ADDENDUM NO.2 INVITATION TO BID NO.2021-207-AY URBAN FORESTRY SERVICES DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 M I A M I B E A C H PROCUREMENT DEPARTMENT 1755 Meridian Avenue,3rd Floor Miami Beach,Florida 33139 www.miamibeachfl.gov A2: Not applicable. Professional services procured pursuant to Chapter 287.055, Florida Statutes (the "Consultants' Competitive Negotiation Act") are exempt from compliance with the City of Miami Beach Ordinance No.2005-3494"Requirement for City Contractors to Provide Equal Benefits for Domestic Partners." Q3: What are the qualifications for a firm to collect tree inventory data? Can a professional arboriculture company collect tree inventory data or will the city require the firm to be a Florida engineering or survey firm, like past city RFPs for tree inventory data collection? A3: Refer to Section 0300 Proposal Submittal Instruction and Format, Tab 1, Sub-section 1.2 Minimum Qualification Requirement and revision A above. Q4: Since this is an RFQ for short listing for differing urban forestry services, can the firm request to negotiate the terms of the city's standard terms and conditions/contract after submission of the bid? A4: Please refer to Section 0200 General Conditions, subsection 34, Exceptions to Solicitation. Q5: Does the bidder for the Urban Forestry Services have to be able to offer all the services requested in the bid? If not, can the bidder use a sub for the services not offered by the bidder? A5:. See response to question one above. However, bidders may use sub-consultant(s)/sub- contractor(s). Refer to Section 0300, Proposal Submittal Instructions and Format, Tab 2, sub- section 2.3 Relevant Experience of Sub-consultant(s)/Sub-contractor(s). Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado@miamibeachfl.gov Contact: Telephone: Email: Arju Yudasto 305-673-7000 ext. 26695 arjuyudasto@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. Potential proposers that have elected not to submit a response to the RFQ are requested to complete and return the"Notice to Prospective Bidders"questionnaire with the reason(s)for not submitting a proposal. •cerely, Alex enis Procurement Director 2 ADDENDUM NO.2 INVITATION TO BID NO.2021-207-AY URBAN FORESTRY SERVICES DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 M I /\t' '\ I BE,ACF-1 PROCUREMENT DEPARTMENT 1755 Meridian Avenue,3rd Floor Miami Beach,Florida 33139 www.miamibeachfl.gov ADDENDUM NO. 1 REQUEST FOR QUALIFICATIONS NO. 2021-207-AY URBAN FORESTRY SERVICES October 29, 2021 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 (deletions are shown by strikethrough and additions are underlined). A FORTHCOMING ADDENDUM WILL CONTAIN RESPONSES TO QUESTIONS RECEIVED. I. RFQ DUE DATE AND TIME. The deadline for the electronic receipt of bids is on Tuesday, November 9, 2021, until 3:00 P.M. PUBLIC BID OPENING WILL BE VIA CONFERENCE ONLY Dial-in Instructions are as follows: • Dial the Telephone Number: 786-636-1480 • Enter the Conference ID No: 623 210 625# All bids received and time stamped through BidSync, prior to the bid submittal deadline shall be accepted as timely submitted. Bids will be opened promptly at the time and date specified. Hard copy bids or bids received electronically, either through email or facsimile, submitted prior to or after the deadline for receipt of bids are not acceptable and will be rejected. Late bids cannot be submitted, bidders are cautioned to plan sufficiently. The City will in no way be responsible for delays caused by technical difficulty or caused by any other occurrence. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado@miamibeachfl.gov Contact: Telephone: Email: Arju Yudasto 305-673-7000 ext. 26695 arjuyudasto@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. Potential proposers that have elected not to submit a response to the RFQ are requested to complete and return the "Notice to Prospective Bidders"questionnaire with the reason(s)for not submitting a proposal. Sincerely, /l)?L____----- lex D is roc ment Director ADDENDUM No.1 a INVITATION TO BID NO.2021-207-AY URBAN FORESTRY SERVICES DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 MIAMI BEACH RFQ 2021-207-AY URBAN FORESTRY SERVICES TABLE OF CONTENTS SOLICITATION SECTIONS: 0100 INSTRUCTIONS TO RESPONDENTS 0200 GENERAL CONDITIONS 0300 PROPOSAL SUBMITTAL INSTRUCTIONS & FORMAT 0400 PROPOSAL EVALUATION APPENDICES: APPENDIX A SPECIAL CONDITIONS APPENDIX B INSURANCE REQUIREMENTS DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 MIAMI BEACH SECTION 0100 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 Proposers to submit proposals for the City's consideration in evaluating qualifications to select a firm with whom it may negotiate an agreement for the purpose noted herein. The City utilizes Periscope S2G (formally known as BidSync) (www.periscopeholdings.com or www.bidsync.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 Periscope S2G must register immediately with Periscope S2G 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 has been proactively advancing with significant infrastructure and roadwork initiatives as adaptive measures to climate change. These initiatives, as well as climatic changes, are directly impacting the City's urban tree canopy. The purpose of this RFQ is to contract with a pool of qualified firms who would be tasked with projects relating to tree assessments and qualitative data, urban forestry consulting, and advanced tree care and analysis. Detailed information on the scope of services required is included in Section 4. Through this RFQ the City intends on preserving and protecting its existing tree canopy while providing advanced research that will be used to create and adopt new and future measures to improve the City's urban tree canopy benefits. This RFQ is issued pursuant to Section 287.055, Florida Statutes, known as the "Consultants' Competitive Negotiation Act" In accordance with Section 287.055, Florida Statutes, the City may enter into a "continuing contract" for professional architectural and engineering services for projects in which construction costs do not exceed $4 Million or for study activities for which the fee does not exceed $500,000. The price and terms for the contracts will be negotiated after City Commission approves authorization to negotiate. Detailed hourly rates will be negotiated for all personnel classifications for the firms. The City may request, accept, and consider proposals for the compensation to be paid under the contract only during competitive negotiations, which will take place after the selection of the firms deemed to be the most qualified to perform the required services. If the City is not able to negotiate a mutually satisfactory compensation schedule with the top-ranked firms which is determined to be fair, competitive and reasonable, additional firms in the order of their competence and qualifications may be selected, and negotiations may continue until an agreement is reached. 4. STATEMENT OF WORK REQUIRED. It is the intent of the City of Miami Beach to select a firm(s) that may be contacted on an "as-needed basis" during the term of the contract to submit consulting proposals. The categories of work shall include: The City is seeking to engage an urban forestry consultant to provide the following services: 1. Urban Forestry Consultation o Development of cyclical Urban Tree Canopy Assessments. o Conducting GIS Inventory Updates. o Post-Storm Inventory updates . o Conducting specialized analytical work related to the sustainable management of our urban tree canopy. o Level three Tree Risk assessment not limited to the use of specialized equipment methodology such as the need for tissue testing, drone inspection and resistance drilling. o Development of specialized tree preservation plans for specimen or heritage trees. o In depth assessments of high valued trees that may impact public safety or property. o Post Storm assessment of high valued three canopy. DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 M I A M► BEACH 2. Advance Tree Care consists of but is not limited to: o Cabling, construction and installation of tree support systems, air excavation efforts, and soil amendments. o Pest control services for applying pesticides in public ROW o Providing tree care equipment services, which may include but is not limited to aerial lifts, tree chippers, grappler trucks, chainsaws, and other tree pruning equipment 5.ANTICIPATED RFQ TIMETABLE. The tentative schedule for this solicitation is as follows: RFQ Issued September 17, 2021 Pre-Proposal Meeting September 30, 2021 at 11:00am EST (1) Dial the TELEPHONE NUMBER: 786- 636-1480 (Toll-free North America) (2) Enter the MEETING NUMBER 168 360 060# OR Click here to join the meeting Deadline for Receipt of Questions October 22, 2021 at 5:00pm EST Responses Due November 1, 2021 at 3:00pm EST Evaluation Committee Review TBD Tentative Commission Approval TBD Contract Negotiations Following Commission Approval 6. PROCUREMENT CONTACT. Any questions or clarifications concerning this solicitation shall be submitted to the Procurement Contact noted below: Procurement Contact Telephone: Email: Ar a Yudasto 305-673-7000 x26695 Ar uYudasto• miamibeachfl..ov dditionally, the City Clerk is to be cosied on all communications via e-mail at: RafaelGranado• miamibeachfl.•ov; •r via facsimile: 786-394-4188. The Proposal 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 0100-4. All responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum. 7. 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. Attendance for the pre-proposal meeting shall be via telephone and recommended as a source of information but is not mandatory. Proposers interested in participating in the Pre-Proposal Meeting must follow these steps: (1) Dial the TELEPHONE NUMBER: 786-636-1480 (Toll-free North America) (2) Enter the MEETING NUMBER 168 360 060# OR Click here to join the meeting DocuSign Envelope ID.DF335194-4ECF-4473-A6BE-A97747D321A0 MIAMI BEACH Proposers who are participating via telephone should send an e-mail to the contact person listed in this RFQ expressing their intent to participate via telephone. 8. 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 Periscope S2G. Any prospective proposer who has received this RFQ by any means other than through Periscope S2G must register immediately with Periscope S2G 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. 9. 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 10. 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). 11. 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. 12. DETERMINATION OF AWARD. The City Manager may appoint an evaluation committee to assist in the evaluation of proposals received. The evaluation committee is advisory only to the city manager. The city manager may consider the information provided by the evaluation committee process and/or may utilize other information deemed relevant. The City Manager's recommendation need not be consistent with the information provided by the evaluation committee process 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 Manager may recommend to the City Commission the Proposer(s) s/he deems to be in the best interest of the City or may recommend rejection of all proposals. 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 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 MIAMI BEACH 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. 13. 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. 14. E-VERIFY. As a contractor you are obligated to comply with the provisions of Section 448.095, Fla. Stat., "Employment Eligibility." Therefore, you shall utilize the U.S. Department of Homeland Security's E-Verify system to verify the employment eligibility of all new employees hired by the Contractor during the term of the Contract and shall expressly require any subcontractors performing work or providing services pursuant to the Contract to likewise utilize the U.S. Department of Homeland Security's E-Verify system to verify the employment eligibility of all new employees hired by the subcontractor during the Contract term. Balance of Page Intentionally Left Blank DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 MIAMI BEACH SECTION 0200 GENERAL CONDITIONS TERMS & CONDITIONS —SERVICES. By virtue of submitting a proposal in response to this solicitation, proposer agrees to be bound by and in compliance with the Terms and Conditions for Services (dated April 3, 2020), incorporated herein, which may be found at the following link: https://www.miamibeachfl.gov/city-hall/procurement/standard-terms-and-conditions/ Balance of Page Intentionally Left Blank DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 SECTION 0300 PROPOSAL SUBMITTAL INSTRUCTIONS AND FORMAT 1. ELECTRONIC RESPONSES (ONLY). Proposals must be submitted electronically through Periscope S2G (formerly BidSync) on or before the date and time indicated. Hard copy proposals or proposals received through email or facsimile are not acceptable and will be rejected. A proposer may submit a modified proposal to replace all or any portion of a previously submitted proposal until the deadline for proposal submittals. The City will only consider the latest version of the bid. Electronic proposal submissions may require the uploading of attachments. All documents should be attached as separate files in accordance with the instructions included in Section 4, below. Attachments containing embedded documents or proprietary file extensions are prohibited. It is the Bidder's responsibility to assure that its bid, including all attachments, is uploaded successfully. Only proposal submittals received, and time stamped by Periscope S2G (formerly BidSync) prior to the proposal submittal deadline shall be accepted as timely submitted. Late bids cannot be submitted and will not be accepted. Bidders are cautioned to allow sufficient time for the submittal of bids and uploading of attachments. Any technical issues must be submitted to Periscope S2G (formerly BidSync) by contacting (800) 990-9339 (toll free) or S2G(a periscopeholdings.com. The City cannot assist with technical issues regarding submittals and will in no way be responsible for delays caused by any technical or other issue. It is the sole responsibility of each Bidder to ensure its proposal is successfully submitted in BidSync prior to the deadline for proposal submittals. 2. NON-RESPONSIVENESS. Failure to submit the following requirements shall result in a determination of non-responsiveness. Non-responsive proposals will not be considered. 1. Bid Submittal Questionnaire (submitted electronically). 2. Failure to comply with the Minimum Eligibility Requirements (if applicable). 3. OMITTED OR ADDITIONAL INFORMATION. Failure to include the Bid Submittal Questionnaire (completed and submitted electronically) with the bid and by the deadline for submittals shall render a proposal non-responsive. Non-Responsive proposals will not be considered. With the exception of the Bid Submittal Questionnaire (completed and submitted electronically), the City reserves the right to seek any omitted information/documentation or any 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. Failure to submit any omitted or additional information in accordance with the City's request shall result in proposal being deemed non-responsive. 4. ELECTRONIC PROPOSAL FORMAT. In order to maintain comparability, facilitate the review process and assist the Evaluation Committee in review of proposals, it is strongly recommended that proposals be organized and tabbed in accordance with the tabs, and sections as specified below. The electronic submittal should be tabbed as enumerated below and contain a table of DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 contents with page references. The electronic proposal shall be submitted through the ''Line Items" attachment tab in Periscope S2G. Cover Letter,Table of Contents, and Minimum Qualification Requirement 1.1 Cover Letter and Table of Contents. The table of contents should indicate the tabs, sections with tabs and page numbers to facilitate the evaluation committee's review. The cover letter must be signed by a principal or agent able to bind the firm and contain the following: (a) Prime Proposer. Include the name and location of the Prime Proposer, Primary Proposer's Representative for the RFQ, Representative's Contact. 1.2 Minimum Qualification Requirement. Provide verifiable information that they are the following: 1.2.1 Prime proposer or its principals shall be certified Arborist through the International Society of Arboriculture (ISA) or a registered consulting arborist through the American Society of Consulting Arborist. Submittal Requirement: Provide copy certification. TAB 2 Experience and Qualifications 2.1 Organizational Chart: An organizational chart depicting the structure and lines of authority and communication for all firms, principals and personnel involved in the project. Include information that describes the intended structure regarding project management, accountability and compliance with the terms of the RFQ. 2.1.1 Team Chart: Include chart for designated teams dedicated and depicting the structure and lines of authority and communication for all firms, principals and personnel involved in the project 2.1.2 Certification(s): Include details regarding the number of years certified Arborist through the International Society of Arboriculture (ISA) or as a registered consulting arborist through the American Society of Consulting Arborist 2.2 Relevant Experience of Prime Proposer: Summarize projects where the Proposer and/or its principals have provided services similar to those described herein. For each project provide the following: a. project name and scope of services provided; b. name of individuals that worked on the referenced project that have been included in Section 2.1 above. c. client; d. client project manager and contact information; e. costs of the services provided; and f. term of the engagement. 2.3 Relevant Experience of Sub-consultant(s)ISub-contractor(s): Summarize projects where the Sub-consultant(s)/Sub-contractor(s) and/or its principals have provided services similar to those described herein. For each project provide the following: g. project name and scope of services provided; DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 h. name of individuals that worked on the referenced project that have been included in Section 2.1 above. i. client; j. client project manager and contact information; k. costs of the services provided; and term of the engagement. 2.4 Relevant Experience of Advance Tree Care Work Contractor: Summarize projects where the advance tree care work contractor and/or its principals have provided services similar to those described herein. For each project provide the following: I. project name and scope of services provided; m. name of individuals that worked on the referenced project that have been included in Section 2.1 above. n. client; o. client project manager and contact information; p. costs of the services provided; and term of the engagement. TAB 3 Approach and Methodology Submit detailed information on the approach and methodology that the Proposer and its team has utilized on previous engagements to accomplish a similar scope of work, including detailed information, as applicable,which addresses, but need not be limited to: Urban Forestry Consultation : a) Describe past example of specialized tree canopy analysis conducted for other cities or government agencies. b) Describe the process by which the firm approaches the GIS inventory data collection and other advanced tree canopy analysis. c) Provide examples of the firms quality control efforts to assure accuracy of data collected for advance tree canopy analysis. d) Describe past experiences with advance tree risk assessments including examples that may have been used as part of legal proceeding. e) Describe the firms process in preparing an in depth tree resource evaluation. Provide detailed information that will be included within an advance tree resource evaluation? f) Provide examples of advance tree preservation methods prescribed in past experiences. Provide examples of the outcome of these preservation efforts. Advance Tree Care: a) Describe past experiences with advance tree work conducted; including but not limited to; cabling, construction and installation of tree support systems, air excavation efforts, and soil amendments. Provide examples of types of advance tree work provided. b) Describe firm's process in approaching advance tree care work. c) Show proof of the necessary pest control licenses to apply pesticides in public ROW d) Provide proof of ownership of tree care equipment including but not limited to Aerial Lifts, Tree Chippers, Grappler Truck, Chainsaw and other tree pruning equipment. DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 SECTION 0400 PROPOSAL EVALUATION 1. Evaluation Committee. An Evaluation Committee, appointed by the City Manager, may meet to evaluate each Proposal in accordance with the qualitative criteria set forth below. In doing so, the Evaluation Committee may review and score all proposals received, with or without conducting interview sessions. City staff will assign points for the quantitative criteria. It is important to note that the Evaluation Committee is advisory only and does not make an award recommendation to the City Manager or the City Commission. 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. a. 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 RFQ, may, without an evaluation committee, recommend to the City Commission that the Administration enter into negotiations. b. The City, in its discretion, may utilize technical or other advisers to assist the evaluation committee in the evaluation of proposals. 2. Qualitative Criteria. Responsive proposals shall be evaluated by the Evaluation Committee in accordance with the following criteria. Qualitative Criteria Maximum Points Experience and Qualifications 60 Approach and Methodology 40 TOTAL AVAILABLE STEP 1 POINTS 100 3. Quantitative Criteria. Following the results of the evaluation of the qualitative criteria by the Evaluation Committee, the Proposers may receive additional points, to be added by City staff, as follows. Quantitative Criteria Maximum Points Veterans Preference 5 Prime Proposer Volume of Work(0-5 Points). Points awarded to the proposer for volume of work awarded by the City in the last three (3) years in accordance with the following table: Less than$250,000 5 5 $250,000.01 —$2,000,000 3 Greater than$2,000,000 0 TOTAL AVAILABLE STEP 2 POINTS 10 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 4. Determination of Final Ranking. The sum of qualitative and quantitative scores will be converted to rankings in accordance with the example below: Proposer A Proposer B Proposer C Qualitative Points 82 74 80 Committee Quantitative Points 10 5 0 Member 1 Total 92 79 80 Rank 1 3 2 Qualitative Points 82 85 72 Committee Quantitative Points 10 5 0 Member 2 Total 92 90 72 Rank 1 2 3 Qualitative Points 90 74 66 Committee Quantitative Points 10 5 0 Member 2 Total 100 79 66 Rank 1 2 3 Low Aggregate Score 3 7 8 Final Ranking* 1 2 3 It is important to note that the results of the Evaluation Committee process do not represent an award recommendation. The City Manager will utilize the results of the committee process, as well as any other information he deems appropriate to develop his award recommendation to the City Commission,which may differ from the Evaluation Committee process ranking. Balance of Page Intentionally Left Blank DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 APPENDIX A miAmippArl Special Conditions RFQ 2021 -207-AY URBAN FORESTRY SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 DocuSign Envelope ID. DF335194-4ECF-4473-A6BE-A97747D321AU 1. Term of Contract. The term of the Agreement resulting from this RFQ shall be for an initial term of three (3) years. 2. Option to Renew. The City, through its City Manager, will have the option to extend for two (2) additional two-year periods at the City's sole discretion. The successful contractor shall maintain, for the entirety of any renewal period, the same revenue share, terms, and conditions included within the originally awarded contract. Continuation of the contract beyond the initial period, and any option subsequently exercised, is a City prerogative, and not a right of the successful contractor. The City reserves the right to require the consultant to extend contract past the stated termination date for a period of up to 180 days, in the event that a subsequent contract has not yet been awarded. Additional extensions past the 180 days may occur as needed by the City and as mutually agreed upon by the City and the consultant. 3. Negotiations. Upon approval of selection by the City Commission, negotiations between the City and the selected Consultant will take place to arrive at a mutually acceptable Agreement, including final scope of services, deliverables and cost of services. 4. Competitive Specifications. It is the goal of the City to maximize competition for the project among suppliers & contractors. Consultant shall endeavor to prepare all documents, plans & specifications that are in accordance with this goal. Under no condition shall Consultant include means & methods or product specifications that are considered "sole source" or restricted without prior written approval of the City. 5. 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). 6. 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. DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 APPENDIX B MAM BEACH INSURANCE REQUIREMENTS RFQ 2021 -207-AY URBAN FORESTRY SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 TYPE 1 B - GOODS, SERVICES & MAINTENANCE INSURANCE REQUIREMENTS The vendor shall maintain the below required insurance in effect prior to awarding the contract and for the duration of the contract. The maintenance of proper insurance coverage is a material element of the contract and failure to maintain or renew coverage may be treated as a material breach of the contract, which could result in withholding of payments or termination of the contract. A. Worker's Compensation Insurance for all employees of the vendor as required by Florida Statute 440, and Employer Liability Insurance for bodily injury or disease. Should the Vendor be exempt from this Statute, the Vendor and each employee shall hold the City harmless from any injury incurred during performance of the Contract. The exempt Vendor shall also submit (i) a written statement detailing the number of employees and that they are not required to carry Workers' Compensation insurance and do not anticipate hiring any additional employees during the term of this contract or(ii) a copy of a Certificate of Exemption. B. Commercial General Liability Insurance on an occurrence basis, including products and completed operations. property damage, bodily injury and personal & advertising injury with limits no less than $300,000 per occurrence. C. Automobile Liability Insurance covering any automobile, if vendor has no owned automobiles, then coverage for hired and non-owned automobiles, with limit no less than $300,000 combined per accident for bodily injury and property damage. D. Professional Liability (Errors & Omissions) Insurance appropriate to the Consultant's profession, with limit no less than $300,000 per occurrence. Additional Insured - City of Miami Beach must be included by endorsement as an additional insured with respect to all liability policies (except Professional Liability and Workers' Compensation) arising out of work or operations performed on behalf of the contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired or borrowed in the form of an endorsement to the contractor's insurance. Notice of Cancellation - Each insurance policy required above shall provide that coverage shall not be cancelled, except with notice to the City of Miami Beach do EXIGIS Insurance Compliance Services. Waiver of Subrogation — Vendor agrees to obtain any endorsement that may be necessary to affect the waiver of subrogation on the coverages required. However, this provision applies regardless of whether the City has received a waiver of subrogation endorsement from the insurer. Acceptability of Insurers — Insurance must be placed with insurers with a current A.M. Best rating of A:VII or higher. If not rated, exceptions may be made for members of the DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 Florida Insurance Funds (i.e. FWCIGA, FAJUA). Carriers may also be considered if they are licensed and authorized to do insurance business in the State of Florida. Verification of Coverage — Contractor shall furnish the City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time. CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH c/o EXIGIS Insurance Compliance Services P.O. Box 4668 — ECM #35050 New York, NY 10163-4668 Kindly submit all certificates of insurance, endorsements, exemption letters to our servicing agent, EXIGIS, at: Certificates-miamibeach(a riskworks.com Special Risks or Circumstances - The City of Miami Beach reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. Compliance with the foregoing requirements shall not relieve the vendor of his liability and obligation under this section or under any other section of this agreement. DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 ATTACHMENT C SUNBIZ & PROPOSAL RESPONSE TO RFQ DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 D.. ISION OF CORPOR TIONS Divi s ON Jf g 'D ? P rL(-\'ft f D to,official Story of Florida wth.zll! Department of State / Division of Corporations / Search Records / Search by FEI/EIN Number / Detail by FEI/EIN Number 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 INACTIVE Last Event WITHDRAWAL Event Date Filed 06/23/2020 Event Effective Date NONE Principal Address 295 S WATER ST STE 300 KENT, OH 44240 Changed: 02/21/2020 Mailing Address 295 S WATER STREET#300 KENT, OH 44240 Changed: 06/23/2020 Registered Agent Name&Address NONE Registered Agent Revoked: 06/23/2020 Officer/Director Detail Name &Address Title Chairman COVEY, PATRICK M 295 S WATER ST STE 300 KENT, OH 44240 DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 I Itle Ulrector REPENNING, BRENT R 295 S WATER ST STE 300 KENT, OH 44240 Title Director PAUL, JOSEPH R 295 S WATER ST STE 300 KENT, OH 44240 Title T BAST, CHRISTOPHER J 295 S WATER ST STE 300 KENT, OH 44240 Title controller sears, thea r 295 S WATER ST STE 300 KENT, OH 44240 Title VP Joehlin, Kenneth 295 S WATER ST STE 300 KENT, OH 44240 Title VP McCabe, John, Ill 295 S WATER ST STE 300 KENT, OH 44240 Title Secretary Erika, Schoenberger J 295 S WATER ST STE 300 KENT, OH 44240 Annual Reports Rnnnr4 V . Cilnrl Ih+n DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 2018 01/02/2018 2019 01/08/2019 2020 02/21/2020 Document[maws 06/23/2020--WITHDRAWAL View image in PDF format 02/21/2020--ANNUAL REPORT View image in PDF format 01/08/2019--ANNUAL REPORT View image in PDF format 01/02/2018--ANNUAL REPORT View image in PDF format 10/10/2017--Foreign Profit View image in PDF format DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 BID SUBMITTAL QUESTIONNAIRE SECTION 1 - BID CERTIFICATION FORM This document is a REQUIRED FORM that must be submitted fully completed and submitted. Solicitation No: Solicitation Title: 2021-207-AY URBAN FORESTRY SERVICES BIDDERS NAME:Davey Resource Group,Inc. NO.OF YEARS IN BUSINESS:26 NO.OF YEARS IN BUSINESS LOCALLY. NO.OF EMPLOYEES.1,786 26 OTHER NAME(S)BIDDER HAS OPERATED UNDER IN THE LAST 10 YEARS.Davey Resource Group,a Division of the Davey Tree Expert Company BIDDER PRIMARY ADDRESS(HEADQUARTERS):295 South Water Street,Suite 300 CITY Kent STATE:Ohio ZIP CODE:44240 TELEPHONE NO. 330-638-8274 TOLL FREE NO 800-828-8312 FAX NO.:330-639-8274 BIDDER LOCAL ADDRESS:scott.anderson@davey.com CITY:Orange Park STATE:Florida ZIP CODE 32073 PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT.Shirley Vaughn ACCOUNT REP TELEPHONE NO. 330-639-8274 ACCOUNT REP TOLL FREE NO..800-828-8312 ACCOUNT REP EMAIL shirley.vaughn@davey.com FEDERAL TAX IDENTIFICATION NO.:821948528 By virtue of submitting a bid, bidder agrees: a) to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; b) to be bound, at a minimum, to any and all specifications, terms and conditions contained herein or Addenda; c)that the bidder has not divulged, discussed, or compared the proposal with other bidders and has not colluded with any other bidder or party to any other bid; d)that bidder acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; e) the bidder agrees if this bid is accepted, to execute an appropriate City of Miami Beach document for the purpose of establishing a formal contractual relationship between the bidder and the City of Miami Beach, Florida, for the performance of all requirements to which the bid pertains; and f) that all responses, data and information contained in the bid submittal are true and accurate. The individual named below affirms that s/he: is a principal of the applicant duly authorized to execute this questionnaire, and that the contents of said document(s) are complete, true, and correct to the best of his/her knowledge and belief. Name of Bidder's Authorized Representative: Title of Bidder's Authorized Scott Anderson Representative: Business Developer DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 SECTION 2 - ACKNOWLEDGEMENT OF ADDENDUM After issuance of solicitation, the City may release one or more addendum to the solicitation, which may provide additional information to bidders or alter solicitation requirements. The City will strive to reach every bidder having received solicitation through the City's e-procurement system. However, bidders are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement of Addendum section certifies that the bidder 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. Enter Initial Enter Initial Enter Initial to to Confirm to Confirm Confirm Receipt Receipt Receipt SA Addendum 1 Addendum 6 Addendum 11 SA 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. SECTION 3 - CONFLICT OF INTERES- All bidders 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. Further, all bidders must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the bidder entity or any of its affiliates. YES NO If yes, please disclose the name(s): occu iy 1 2 3 4 5 6 SECTION 4 - FINANCIAL CAPACITY When requested by the City, each bidder shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report (SQR) directly to the City. 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 bidder. The bidder shall request the SQR report from D&B at: https://supplierportal.dnb.com/webapp/wcs/stores/servlet/SupplierPortal? storeld=11696 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321AO Bidders are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each bidder 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. At time of request, bidder shall request that Dun & Bradstreet submit its Supplier Qualifier Report directly to the City, with bid or within three (3) days of request. SECTION 5 - MORATORIUM ON TRAVEL TO AND THE PURCHASE OF GOODS OR SERVICES FROM MISSISSIPPI Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the state of Mississippi, as well as the purchase of goods or services sourced in Mississippi. Bidder shall agree that no travel shall occur on behalf of the City of Miami Beach to Mississippi, nor shall any product or services it provides to the City be sourced from this state. By virtue of submitting bid, bidder agrees it is and shall remain in full compliance with Resolution 2016-29375 https://www.miamibeachfl.gov/wp-content/uploads/2017/11/2016-29375-Resolution- Vendor-Moratorium-for-Services-Sources-from-North-Carolina-Mississippi-1.pdf DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 SECTION 6 - REFERENCES AND PAST PERFORMANCE Project No. 2021-207-AY Project Title URBAN FORESTRY SERVICES Bidder shall submit at least three (3) references for whom the bidder has completed work similar in size and nature as the work referenced in solicitation. Reference No.1 Firm Name: City of Miami Beach, FL Contact Individual Name and Title: Omar Leon, Urban Forester Address: 1700 Convention Center Drive, Miami Beach, Florida 33139 Telephone: 305-673-7000 Contact's Email: OmarLeon@miamibeachfl.gov Narrative on Scope of Services Provided: Urban forestry consulting for master plan development, tree inventory and UTC data analysis, and reporting Reference No.2 Firm Name: City of Columbus, Ohio Contact Individual Name and Title: Jim Gates, Arborist Address: 1533 Alum Industrial West, Columbus, OH 43209 Telephone: 614-645-8481 Contact's Email: jmgates@columbus.gov Narrative on Scope of Services Provided: Urban forestry consulting for master plan development, tree inventory and UTC data analysis, and reporting; tree inventory data collection and planting plan development Reference No.3 Firm Name: City of Largo, Florida Contact Individual Name and Title: Philip Cristman, Urban Forester Address: 201 Highland Ave Largo, FL 33770 Telephone: 727-587-6720 Contact's Email: pchristm@largo.com DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO Narrative on Scope of Services Provided: Urban forestry consulting, tree inventory and UTC assessment and data analysis, reporting,tree, and benefit assessment DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 Additional Reference Firm Name: City of Tallahassee Contact Individual Name and Title: Mindy Mohrman, Urban Forester Address: 435 North Macomb St.Tallahassee, FL 32301 Telephone: 850-891-6415 Contact's Email: Melinda.Mohrman@talgov.com Narrative on Scope of Services Provided: Urban forestry consulting for master plan development, tree inventory and UTC data analysis; tree inventory data collection, public, staff; and stakeholder input during master plan development. SECTION 7 - STANDARD TERMS AND CONDITIONS The Standard Terms and Conditions are available at https://www.miamibeachfl.gov/city_ hall/procurement/standard-terms-and-conditions/ By virtue of submitting a bid, bidder attests that they have read and understand the applicable Standard Terms and Conditions as indicated in the solicitation. Project No. 2021-207-AY Project Title URBAN FORESTRY SERVICES SECTION 8 - VENDOR CAMPAIGN CONTRIBUTIONS Bidders 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 https://library.municode.com/fl/miami_beach/codes/code_of_ordinances? nodeld=SPAGEOR_CH2AD_ARTVIISTCO_DIV5CAFIRE Bidders 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 bid submittal, in the event of such non-compliance. Are there any individuals or entities (including your sub-consultants) with a controlling financial interest which have 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. YES NO If yes, list name (first and last name) of individuals, occupation, amount and date: ontributor Occupat Amount Date of Contribution 1 2 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321AO 3 4 5 7 9 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO SECTION 9—SUSPENSION, DEBARMENT, OR CONTRACT CANCELLATION Has bidder ever been debarred, suspended or other legal violation, or had a contract cancelled due to non-performance by any public sector agency? YES NO If answer to above is "YES," bidder shall submit a statement detailing the reasons that led to action(s): We are party to a number of lawsuits arising out of the normal course of business. We assess our liabilities and contingencies in connection with outstanding legal proceedings utilizing the latest information available. Where it is probable that we will incur a loss and the amount of the loss can be reasonably estimated, we record a liability in our consolidated financial statements and disclose it in our filings with the Securities Exchange Commission. These legal accruals may be increased or decreased to reflect any relevant developments on a quarterly basis. Where a loss is not probable or the amount of the loss is not estimable, we do not record an accrual, consistent with applicable accounting guidance. SECTION 10 - BYRD ANTI-LOBBYING AMENL3ivlltNT CERTIFICATION FORM APPENDIX A,44 C.F.R. PART 18—CERTIFICATION REGARDING LOBBYING Certification for Contracts, Grants, Loans,and Cooperative Agreements The undersigned Contractor certifies, to the best of his or her knowledge, that: 1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. 3. The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31, U.S.C. § 1352 (as amended by the Lobbying Disclosure Act of 1995). Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The undersigned Contractor certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. In addition, the Contractor understands and agrees that the provisions of 31 U.S.C. § 3801 et seq., apply to this certification and disclosure, if any. By virtue of submitting bid, bidder certifies or affirms its compliance with the Byrd Anti- Lobbying Amendment Certification. Name of Bidder's Authorized Representative: Title of Bidder's Authorized Scott Anderson Representative: Business Developer DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 SECTION 11 —SUSPENSION AND DEBARMENT CERTIFICATION The Contractor acknowledges that: (1) This Contract is a covered transaction for purposes of 2 C.F.R. pt. 180 and 2 C.F.R. pt. 3000. As such the contractor is required to verify that none of the Contractor, its principals (defined at 2 C.F.R. § 180.995), or its affiliates (defined at 2 C.F.R. § 180.905) are excluded (defined at 2 C.F.R. § 180.940) or disqualified (defined at 2 C.F.R. § 180.935). (2)The Contractor must comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C and must include a requirement to comply with these regulations in any lower tier covered transaction it enters into. (3) This certification is a material representation of fact relied upon by the City. If it is later determined that the Contractor did not comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C, in addition to remedies available to the City, the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. (4) The Contractor agrees to comply with the requirements of 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C while this offer is valid and throughout the period of any contract that may arise from this offer. The Contractor further agrees to include a provision requiring such compliance in its lower tier covered transactions." By virtue of submitting bid, bidder certifies or affirms its compliance with the Suspension and Debarment Certification. Name of Bidder's Authorized Representative: Title of Bidder's Authorized Scott Anderson Representative: Business Developer SECTION 12 - SMALL AND DISADVANTAGED BUSINESS CERTIFICATION Pursuant to Resolution 2020-31519, the City is tracking the Small and Disadvantaged Businesses, as certified by Miami-Dade County that have been certified as Small or Disadvantaged Business by Miami-Dade County. Does bidder possess Small or Disadvantaged Business certification by Miami-Dade County? O YES NO i ioN 13 - LGB csUSINLss tiV a L i—'ttlSE CERTIFICATIOF Pursuant to Resolution 2020-31342, the City is tracking the utilization of LGBT owned firms that have been certified as an LGBT Business Enterprise by the National Gay and Lesbian Chamber of Commerce (NGLCC). Does bidder possess LGBT Business Enterprise Certification by the NGLCC? YES p NO DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321AO SECTION 14—CONE OF SILENCE Pursuant to Section 2-486 of the City Code, all procurement solicitations once advertised and until an award recommendation has been forwarded to the City Commission by the City Manager are under the "Cone of Silence." The Cone of Silence ordinance is available at https://library.municode.com/fl/miami beach/codes/code of ordinances? nodeld=SPAGEOR CH2AD ARTVIISTCO DIV4PR S2-486COSl Any communication or inquiry in reference to this solicitation with any City employee or City official is strictly prohibited with the of exception communications with the Procurement Director, or his/her administrative staff responsible for administering the procurement process for this solicitation providing said communication is limited to matters of process or procedure regarding the solicitation. 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 . Vendor attests that they have read, understand, and are in compliance with the Cone of Silence Ordinance, pursuant to Section 2-486 of the City Code? YES U NO ACTION lc — CODE OF BUSINESS ETHIC: Pursuant to City Resolution No.2000-37879, the Bidder shall adopt a Code of Business Ethics ("Code") and submit that Code to the Procurement Division with its response or within three (3) days upon receipt of request. The Code shall, at a minimum, require the Bidder, 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. Bidder shall submit firm's Code of Business Ethics within three (3) of request by the City. In lieu of submitting Code of Business Ethics, Vendor may indicate 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/procurement-related-ordinance-and- procedures/ Bidder adopts the City of Miami Beach Code of Business Ethics? YES NO Bidder will submit firm's Code of Business Ethics within three (3) days of request by the City? YES O NO e'"r1r" 1.6— DRUG FREE' WORKPLACE CERTIFICATION The Drug Free Workplace Certification is available at: https://www.miamibeachfl.gov/wp-content/uploads/2019/04/DRUG-FREE-WORKPLACE- CERTIFICATION.pdf By virtue of submitting bid, bidder certifies or affirms it has adopted policies, practices and standards consistent with the City's Drug Free Workplace Certification. DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 SECTION 17— LOBBYIST REGISTRATION REQUIREMENTS This solicitation is subject to, and all bidders are expected to be or become familiar with, all City lobbyist laws. Bidders 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. By virtue of submitting bid, bidder certifies or affirms that they have read and understand the above Lobbyist Registration Requirements. err- rr>a: ' N('^' r?ISCRIMINATION The Non-Discrimination ordinance is available at: https://library.municode.com/fl/miami beach/codes/code of ordinances? nodeld=SPAGEOR CH2AD ARTVIPR DIV3COPR S2-375NSCCOREWA By virtue of submitting bid, bidder agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. SECTION 19— FAIR CHANCE REQUIREMENT The Fair Chance Ordinance No. 2016-4012 is available at: https://library.municode.com/fl/miami beach/codes/code of ordinances? nodeld=SPAGEOR CH62HURE ARTVFACHOR By virtue of submitting bid, bidder certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Bidder agrees to provide the City with supporting documentation evidencing its compliance upon request. Bidder 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. SECTION 20- T."" ir" c^'T'TY CRP 1F.S Please refer to Section 287.133(2)(a), Florida Statutes, available at: https://www.flsenate.gov/Laws/Statutes/2012/287.133 By virtue of submitting bid, bidder agrees with the requirements of Section 287.133, Florida Statutes, and certifies it has not been placed on convicted vendor list. `''-`'TION 21 - "ETL._AN BUSINESS ENTERPRISES . REFERFV rs Pursuant to City of Miami Beach Ordinance No. 2011- 3748, https://library.municode.com/fl/miami beach/codes/code of ordinances? nodeld=SPAGEOR CH2AD ARTVIPR DIV3COPR 52-374PRPRPRVECOGOCOSE the City shall give a preference to a responsive and responsible bidder 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 and best bidder, by providing such bidder an opportunity of providing said goods or contractual services for the lowest responsive bid amount. Whenever, as a result of the foregoing preference, the adjusted prices of two (2) or more bidders which are a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise constitute the lowest bid pursuant to an ITB, RFP, RFQ, ITN or oral or written request for quotation, and such bids are responsive, DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 responsible and otherwise equal with respect to quality and service, then the award shall be made to the service-disabled veteran business enterprise. Is the bidder a service-disabled veteran business enterprise certified by the State of Florida? YES NO Is the bidder a service-disabled veteran business enterprise certified by the United States Federal Government? YES p NO DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 .* i 4 d o 4 al i ----N ,. I) .1%— quir 4, mob I .� Tab 1 . Minimum Qualification Requirement RFQ 2021-207-AY: Urban Forestry Service Tab 1 RFQ 2021-207-AY:Urban Forestry Service 1 DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 1 .1 Cover Letter and Table of Contents DAVEY . 295 800-828-8312 Resource Group October 22,soar Arju Yudastu Procurement lkpartrtenr 1755 Meridian Avenue,3rd Floor Miami Beach,Florida 33139 RE:RFQ 2o2t-207-AY:Urban Forestry Service Dcar Mr.Yudasto, Thank you fur considering Davey Resource Group,Inc."DRG"for the City of Miami Beach's Request for Qualifications(RFQ)for urban forestry services.Through this qualification of firms,Miami Beach is taking an important step in being prepared to proactively care for its trees. DRG is interested in providing Urban Forestry Consultation services,specifically for. • Developing cyclical urban tree canopy(INC)assessments. • Conducting Geographic Information Systems (GIS) inventory updates (note•. our inventory is a non-survey grade tree inventory performed by an aroorist(s)certified through the International Society of Arboriculture(ISA).DRG is a professional arboriculture company:not a Florida-based engineering. landscape architecture,or surveying company). • Perfianning,post-storm Inventory updates(see above GIS inventory updates for firm information). • Conducting specialized analytical work related to the sustainable management of the city's urban tree canopy. DRG has extensive experience assessing urban forests nationally and for the City of Miami Beach.Our firm, including our Principal Consultant,Kerry Gray,recently developed the City of Miami Beach's Urban Forest Master Plan in partnership with Calvin Giordino and Associates. Our experience,directly relatexi to the seatement of work,includes: • Inventorying over 1 million trees each year.Our inventory staff are ISA Certified Arborists and have held experience mapping and inspecting trees. • Completing over 190 UTC assessments,mapping and estimating the percent of land covered by tree canopy, pervious and impervious surfaces, bare soils, and water.Must of these projects included estimating the benefits of tree canopy. The DRG staff assigned to conduct GIS analyses will be experienced analysts who are specifically trained to perform UTC assessments. • Assessing tht benefits tree canopy provides.Our GIS analysts use computer models,including i=free, ESRI. hydraulic equations,Fleldthx.VAST.etc.,relevant and historic climate data,and recent and historic aerial imagery to assess tree benefits,conditions,and change. • t)evelnping ever 4410 community urban forest management plan • Engaging communities in the strategic urban forestry planning process since 2012 through charrettes online surveys.stakeholder involvement,public meetings.volunteer events,drop boxes,social media, and interviews.DRG's long history of publicengagement has taught us what works." We have learned the questions that need to be asked to assess programmatic and community needs. • Municipal consulting from ordinance and code development and revision to providing full-time staff to act as the city arborist to being a technical advisor on an as-needed basis. Tab 1 RFQ 2021-207-AY:Urban Forestry Service 2 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321AO Urban Forest Experts For over 29 years,DRG has helped communities manage their natural resources.We understand the importance of Miami Beach's urban forest as a valuable municipal resource,its iconic and historic significance,as well as its ability to create a sense of place and provide a healthy and enjoyable environment in which the city residents live, work,and play. We know that we can help the city address its urban forestry needs on an as-needed basis.To help the city address its urban forestry tasks as they arise,DRG will assign qualified,experienced staff to each assignment.We have experience working with a wide variety of clients,including municipalities,parks,commercial complexes,and utilities,and have the knowledge,certifications,and training required to complete the city's project on time and budget while exceeding the city's expectations.Our team of urban forest experts will provide the City of Miami Beach with solutions for building and maintaining tree canopy in a manner that not only improves community safety but also builds environmental and social well-being through trees. Key staff for this project includes Ms.Kerry Gray,Mr.Jim Jenkins,and Will Ayersman. • Kerry Gray will be the lead consultant on the project. For DRG, she is a principal consultant responsible for leading many of our master and management planning projects.Since joining DRG in 2019,Ms.Gray has developed nine urban forestry plans.Each plan has been customized to meet client and community needs and involved public and stakeholder engagement, urban forest resource assessments(e.g.,tree inventory and UTC assessments),and document,policy,and ordinance reviews. Shc has been the lead consultant for a diverse range of community types and environmental settings, including Cleveland,OH;Columbus,OH;Dallas,TX;Holyoke,MA;and Miami Beach,FL.Ms.Gray has a master of science degree in forestry and urban studies,and a bachelor of science degree in forestry. She is an ISA Certified Arborist and Municipal Specialist. • Jim Jenkins will assist Ms. Gray. He will spearhead inventory data collection and storm work. Mr. Jenkins has a bachelor of science in conservation.He is an ISA Board Certified Master Arborist and is ISA Tree Risk Assessment Qualified (TRAQ). Mr. Jenkins has managed over 300 tree inventory projects and written hundreds of management and planting plans. • Will Ayersman is our GIS manager. Mr. Ayersman has a master of science degree in forestry and a bachelor of science degree in forestry resource management. He is a certified GIS professional. Mr. Aycrsman will be responsible for the UTC update and related GIS studies.Through his background and experience, Mr. Ayersman will be involved in oversight of UTC work that will include mapping, tree benefit assessments,and prioritization of planting locations as well as other analyses related to the project. Mr. Ayerman has completed 190 UTC assessments in his 10-year career with DRG. Directly related to this project,Mr.Ayersman worked on the Miami Beach master plan analysis and developed the urban forestry stormwater management plans for Easton,MD,and ShoreRivers/Greensboro,MD. He has also developed stormwater and equity-driven urban forestry management plans for other DRG clients,including Cleveland,OH;Columbus,OH;Dallas,TX;Tallahassee,FL;and Charlotte,NC. Please see Attachment A for staff resumes. The key staff mentioned above have worked as a team on past urban forestry projects.They arc fully prepared to complete the statement of work,have experience in the categories we proposed,and will bring their knowledge, passion,and energy for urban forestry and innovation to the City of Miami Beach.In addition to bringing our technical expertise and our passion for innovative solutions to this project, the DRG team is also devoted to providing excellent customer service.We recognize that our success depends on meeting your needs,and we arc excited about the opportunity to collaborate with you on this project. Tab 1 RFQ 2021-207-AY:Urban Forestry Service 3 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 Company Contact Information For proposal and contracting purposes,we have provided the following information: Company Information Firm Name: Davey Resource Group,Inc. Address:295 South Water Street,Suite 300,Kent,Ohio,44240 DRG Representative for the RFO Name:Shirley Vaughn Title:Business Developer E-mail:shirley.vaughn@davey.com Telephone:330-639-8274 Individual with Authority to Bind the Company or Representative for the Contract Name:Kenneth A.Joehlin Title:VP&GM,Environmental Consulting&Business Development DRG looks forward to providing urban forestry services to the City and Miami Beach. Please contact Shirley Vaughn with any questions about DRG's proposal at 330-639-8274 or via e-mail at shirleyvaughn@daveycom. Sincerely, Kenneth A.Joehlin VP&GM,Environmental Consulting&Business Development Davey Resource Group,Inc. www.daveyresourcegroup.com Tab 1 RFQ 2021-207-AY:Urban Forestry Service 4 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 Attachment A Staff Resumes Tab 1 RFQ 2021-207-AY:Urban Forestry Service 5 DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 Kerry Gray Principal Urban Forestry Consultant Kerry Gray is a senior urban forestry consultant and project j manager with Davey Resource Gump 'DRG). She presides technical input and management guidance to municipal governments and the commercial and transportation sector.Kerry works with her clients to develop planning documents including urban forest master plans, see management plans, municipal forestry operation assessments, and urban forestry and natural resource management ordinance and policy reviews. These documents ensure their programs meet arboriculture standards, Education state and federal regulations,and budgetary constraints. • M.S.,Forestry&Urban Studies. Michigan State University To accomplish her work, she performs operational reviews. • B.S.,Forestry,Michigan State benefit coast analyses, and reviews data from various sources University including budgets,municipal codes,inventories,GI.SS assessment, Certifications contracts,and vendors.She also performs stakehoder outreach. • Certified Arborist and Municipal Kerry has developed and completed seven online surveys each for Specialist(#MI-3868AM), a tlillerrut municipal client,held public meetings,and excels at International Society of Arboriculture developing relationships with stakeholders for the duration of her (ISA) projecLs. Rrcent examples. of her stakeholder outreach include: • Adult First Aid/CPR/AED,American the cities Miami Beach. Florida;Dallas. Texas; anti Columbus, Red Cross Ohio. Kerry is an accomplished author and has worked on Len Professional Affiliations of DR(;s latest master plan projects including those listed above. • Former Chair,Michigan Urban And Prior to joining DRG,Kerry was the urban forestry anti natural Community Forestry Council tesoutres planning coordinator for the City of Ann Arbor, Michigan In this role,she oversaw the management of the city's urban forest,including developing the city's urban and community forest management plan; utilizing the city's street tree inventory to identify forestry work priorities; developing resource plans; overseeing tree care contractors;and prowling public outreach/ education. She was also responsible for reviewing development site plans for compliance with city natural resource protection and landscaping ordinances. Werregi. Resource Rn tan 9 RFQ 2021-207-AY:Urban Forestry Service 6 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 Jim Jenkins Prineipul Corr.vrltunt "" .• .Jim Jenkins is a principal consultant for DRG who o etsees computerized tree inventory projects for municipalities, parks and future building sites. 'With the urban forestry team, he • -e provides oversight on core services, including tree inventories, �� management plans, and related deliverables. Additionally. he performs quality control aml quality assurance of in-field work, —�' provides training and orientation for new stall,and ensures safe and efficient production. Education Jim is experienced with C.PS and GIS systems, handheld and • B.S.,Conservation,Kent State pet-based data collection units.various inventory data collection University software programs, and the i-Tree suite of software. He also Certifications has experience in urban tree risk assessment, landscape tree Board Certified Master Arborist(OH- appraisals,and tree preservation.Prior to joining DRG,,Jim served 1425BM),InternationalSociety of• as a lawn rare technician for The Davey Tree Expert Company's Arboriculture(ISA) East Cleveland residential tree care office.lie is a graduate of • Tree and Plant Appraisal Qualification the Davey Institute of Tree Sciences,a four-week comprehensive (TPAQ).ASCA training program. • Tree Risk Assessment Qualification Throughout his career;Jim has performed tree preservation work (TRAQ),ISA for a national construction and engineering firm on U.S.Naval • Certified Ohio Commercial Air Stations in Pensacola,Milton,and Jacksonville,Florida He Pesticide Applicator(#10549),Ohio has also cootrlivated data collection liar i-Tree reference cities in Department of Agriculture • Adult First Aid/CPR/AED,American strategic geographic regions thmughout the U.S. From 21MI6 to Red Cross 2011,Jim worked on the Asian Lnnghorned Beetle Cooperative Special Training Eradication Program in NewYork City and Boston,where he 10-Hour Construction Safety setvedl as a field project manager and oversaw production,quality • and Health Training Course control,data management,and communication with the USDA. (4001901457),Occupational Safety After working withYoungstown State University to further develop and Health Administration(OSHA) its urban forestry program and achieve Tree. Campus USA • Davey Institute of Tree Sciences dnsigntation,Jim was asked to sit on Y'Si"s Campus Beautification Professional Affiliations Initiative Working Group,where he currently serves as an advisor • International Society of Arboriculture for artnonctrltutal rsuPs. • International Society of Arboriculture He is an International Society of Arboriculture ;IS:\. Board Ohio Chapter Board of Directors Certified Master Arbon,' and also has an NA Tree Risk (Past) Assessment Qualification TRAQ and is a past boats!member • Youngstown State University's of the ISA's Ohio Chaptin Board of Ditecturs..11oug with these. Beautification Committee Jim carries am rWmetican Society of Consulting Arborists'.ASCAt Tree and Plant Appraisal Qualification(ITi\QQ. DAVEY 1 Resource Group Tab 1 RFQ 2021-207-AY:Urban Forestry Service DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 • William D. Ayersman, GISP, M.S. Project Manager GIS&Remote Sensing William D. Ayersman, (ASP, M.S., is the geospatial services coordinator with ORG. He has extensive experience applying spatial analysis and prectictive modeling to natut l resources, including identifying right-of-way clearance concerns,assessing tree health and identifying species,and understanding climatic, social and environmental concerns. His daily responsibilities involve the management of GIS and remote sensing projects that include.imagery and LiD1R analysis,gruetation of custom maps and reports,in addition to the creation and design of predictive Education and suitability models.Since 21)11,he has been the project lead • M.S.,Forestry,West Virginia on all urban and utility forestry projects. University,2010 • B.S..Forest Resource Management. Will plays a key role in t e development of innovative GiS West Virginia University,2008 tools and solutions, focusing on the urban canopy effects of Ce rtifications stirtnstater,watersheds,and ecosystem cost/benefits analysis.He • Certified Geographic Information has experience and knowledge in the Geld of forestry tesoun-e Systems Professional(GISP) management,cartography.landscape meuics,and spatial statistics. (#72590) He also has strong interests in the research and development of • Adult Frst Aid/CPR/AED,American new spatial analysis procedures,timber stand dynamics,and the Red Cross ecological impacts of nNacis'e species. Professional Affiliations Examples of his work directly related to this project include: • American Society of over tiX)GIS assessments of vegetation,over 30 LillAR-teased Photogrammetry and Remote projects,numerous cost estimates and comparison quotes. Sensing(ASPRS) • Association of American Geographers(AAG) • Ohio Urban Regional System Association(URISA),Ohio Chapter Presentations • MAC-ISA Mid-Atlantic Conference. "Inventories--From Simple to Complex:Urban,Community.and Utility Applications"October 6,2020, Virtual Platform • Society of Municipal Arborists Conference."How Story Maps Can Be Used As An Effective Public Outreach Tool"November 19,2019. Cleveland,Ohio • Environmental Concerns in Right- of-Way Management Conference. "A Proactive Approach for ROW Vegetation Management Using GIS and Remotely Sensed Data" September 26.2018,Denver. Colorado • Northeast Ohio Regional Stormwater Sewer District."iTree Hydro: Applying the Model in Urban Forest and Land Use Planning"February 7. �-`/G■may I. 2018,Cuyahoga Falls.Ohio Resource Group Tab 1 RFQ 2021-207-AY:Urban Forestry Service 8 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 Table of Contents Tab 1. Minimum Qualification Requirement 1 1.1. Cover Letter and Table of Contents 2-9 1.2. Minimum Qualification Requirement 10 1.2.1.ISA Certificates 10 Tab 2. Experience and Qualifications 14 2.1. Organizational Chart 15 2.1.1.Team Charts 16 2.1.2.Certifications(s) 18 2.2. Relevant Experience of Prime Proposer 19 2.3. Relevant Experience of Sub-consultants)/Sub-contractor(s) 47 2.4. Relevant Experience of Advance Tree Care Work Contractor 47 Tab 3.Approach and Methodology 48 Tab 1 RFQ 2021-207-AY:Urban Forestry Service 9 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321AO 1 .2 Minimum Qualification Requirement The key staff submitted for this project are Certified Arborists through the International Society of Arboriculture(ISA). Please see section 1.2.1 for copies of certifications for Kerry Gray,Jim Jenkins,and Shawn Bruzda. 1.2.1 ISA Certificates Tab 1 RFQ 2021-207-AY:Urban Forestry Service 10 DocuSign Envelope ID.DF335194-4ECF-4473-A6BE-A97747D321A0 n INTERNATIONAL SOCIETY OF ARBORICULTURE BOARD CERTIFIED MASTER ARBOR!ST' James Jenkins kissing successfully completed the requirements set by the International Society of Arboriculture.the above named is hereby recognized as an ISA Board Certified Master Arbor ' -—‘Ilehes _ citits-4,41140,..„ . L ' SA ....•c...1=41...... 011aw Ituarep - .././~0111•1111100 4.4•1•1•111M0 01•••••••••1•011/4..11.11116100 _1:114•42111111 a,Iiip Ws OAPS= Coalm..1••••• Coisliso •••••••11.• t.... 4.4 INTERNATIONAL SOCIETY OF ARBORICUITIJRE ' TREE RISK ASSESSMENT QUALIFICATION , , ! James Jenkins Hornung au....~tsar.connt$4400.1 the MN IlliArgrUft 1 re 6-umb14014.4-9 h thee Irstyrnaillonoti Socaser 4s1 MVO Wuklifir-.the 4164.14r kuinuall la 11.#robs or.o,wricaski 40 ISA.'Two 11.44,Aaaasatiorat Qurtdovul. . J 4 ...,L.......-- 4-1...... -•-- -.44 "6.q.:-7—..— .. A.1. .11•111•11.•,11.11M1111. !( . , No, 17,.., MINEIMMI•INEMMIIIMMIUMM ainlillMEN••••••••••• 1 ..t WHIM MOM 4..1.' 1 ik.• . f '', "4.4 — , ---... /...:------ .'1.... ' "--,. r-' ' :*:4 P* 41 ' ' ' As -Ay • Tab 1 RFQ 2021-207-AY:Urban Forestry Service 11 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 r 1 INTERNATIONAL SOCIETY OF ARBORICULTURE CERTIFIED ARBORIST. Shawn Bruzda Having successfully completed the requirements set by the International Society of Arboriculture,the above named is hereby recognized as an ISA Certified Arborista -S furnine Dream Gifts Polliire ANSI &wa014.021% anger• r.rar suss a,we.wr. xw OH-1342A 27 Feb 2001 30 Jun 2022 MORK t; MrmrQi%a. • Gollob.Nolr Ctlitl km tPau Deb VA Celled 4-, b„.... 4 INTERNATIONAL SOCIETY OF ARBORICULTURE a TREE RISK ASSESSMENT QUALIFICATION pllShawn Bruzda Having successfully completed the requirements established by the International Society of Arboriculture,the above named is hereby tc.ognized as ISA Tree Risk Assessment Qualified. au wur w90n1 ry,y W:t — — ,�' • w.r s...alp mow.owr. �j�, z Nov 2017 r_mi. ti Nor 2022 N7 Oq - _.. Tab 1 RFQ 2021-207-AY:Urban Forestry Service 12 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO NOPThe International Society of Arboriculture Hereby Announces That y'Marie Cm,' Has Earned the Credential � ji t, Nil ISA Certified Arborist ® v By successfully meeting ISA Certified Arborist certification requirements 11 through demonstrated attainment of relc%ant competencies as supported b} the ISAISA Credentialing Council 4��'�'/////C.ehn Poll hn CFO&F.noMrva th ha II lams!2too :0 June:11.J MI.JN.t\\I Now IL* I xgmlaw rWc I eldl nnw\WnM le IIIPThe International Society of Arboriculture Hereby Announces That II)NIUYAI �j \l'ECIALIS'l �J�. tl.f rie gm, uI /"�(" t Has Earned the Credential "' ISA Certified Arborist Municipal Specialist® 1SA By successfully meeting ISA Certified Arborist Municipal Specialist certification requirements through demonstrated attainment of relevant competencies as supported by the ISA Credentialing Council et tw a Eaawlws Moor 17 Navem6a 2015 JO lane:024 \a-:8 1\V Nate One Notate.,Doe t morn...\u,1‘, 1/111 Tab 1 RFQ 2021-207-AY:Urban Forestry Service 13 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO 4111411/ 1111 o ro IP ID Tab 2. Experience and Qualifications RFQ 2021 -207-AY: Urban Forestry Service Tab 2 RFQ 2021-207-AY:Urban Forestry Service 14 DocuSipn Envelope ID:DF338194-4ECF-4473-A6BE-A97747D321A0 Davey Resource Group, Inc."DRG"is submitting Experience and Qualifications for the following categories per the city's Statement of Work: 1. Urban Forestry Consultation • Development of cyclical Urban Tree Canopy Assessments • Conducting GIS Inventory Updates(our inventory is a non-survey grade tree inventory performed by an arborist(s) certified through the International Society of Arboriculture (ISA); DRG is not a Florida-based engineering,landscape architecture,or surveying company) • Post-storm inventory updates • Conducting specialized analytical work related to the sustainable management of our urban tree canopy 2.1 Organizational Chart The following organizational chart depicts the structure and lines of authority and communication for all firms, principals,and personnel involved in the project. City of Miami Beach Procurement City of Miami Beach Urban Forestry Staff Shirley Vaughn, Business Developer, Administration, and Contract Kerry Gray, Principal Consultant, Project Manager,Invoicing, Report Writing,Special Assignments,and UTC Analysis Jim Jenkins,BCMA,Principal Consultant, Will Ayersman, Tree Inventory,Storm Assessment GIS Manager,UTC Assessment Manager Management,Project Meetings,and QAQC '--Shelby Huth,GIS Benard Kubi,GIS Shawn Bruzda,ISA Holly Knox,GIS Analyst, Analyst, Arborist ISA Arborist,TBD Deliverables UTC Assessment, UTC Assessment, Data Mining,and Data Mining,and Studies Studies Tab 2 RFQ 2021-207-AY:Urban Forestry Service 15 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321AO Bidding Shirley Vaughn will be responsible for submitting estimates for opportunities related to this RFQ She will work with the team presented in this proposal to develop DRG's bids based on forthcoming city specifications. Project Management Kerry Gray will be the lead consultant on the project. She will communicate directly with the city about the scheduled projects. Her role will include project management as well as specialized analysis, consulting, and reporting. Her project management duties will include scheduling, invoicing, project progression, client relationship and satisfaction,and project closeout. She will ensure that DRG's and the city's logistics are known to each other so that the project progresses smoothly. Accountability The DRG Team will be responsive to the city in the categories the firm is available to provide services to the City of Miami Beach. Accountability is part of the project schedule.During our work,we typically hold team progress meetings every two to four weeks(depending on the duration of the project)to ensure that the city is aware of the status of the project. These meetings serve as opportunities for the team to ask questions, discuss findings, confirm the milestones,confirm the quality of the project's data,and talk about the next steps. Compliance with RFQ Based on the scope of work requested,the city can review data sets to ensure compliance with GIS formats and the RFQ DRG can deliver data in a variety of electronic formats provided the information is provided in advance of the project commencement. 2.1.1 Team Charts Specialized Analytical Work and Urban Tree Canopy Assessment The following organizational chart showcases the teams dedicated to the performance of specialized analytical work and UTC assessments with reporting.We assume that some analytical assignments may require geospatial analyses of UTC or inventory data. Thus,we assumed that our principal consultant,Kerry Gray,will rely on this team at times when problem-solving and advising for the city as a consultant performing special analytical work. Tab 2 RFQ 2021-207-AY:Urban Forestry Service 16 DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321AO , / Kerry Gray, Principal Consultant, Jim Jenkins,BCMA,Princlpal Project Manager, Consultant,Tree Inventory, Invoicing,Report Writing Storm Assessment Manager Tree Inventory and Post Storm Updates The following organizational chart showcases the teams dedicated to the performance of tree inventory data collection and data delivery to the city. Shelby Huth,GIS Analyst, 1 UTC Assessment,Data Mining, Kerry Gray, and Studies Principal Consultant, Will Ayersman, Project Manager,Invoicing, GIS Manager,UTC Assessment - IReport Writing,Special Management,Project Meetings, Assignments,and and QAQC UTC Analysis Benard Kubi,GIS Analyst, I UTC Assessment,Data Mining, and Studies Tab 2 RFQ 2021-207-AY:Urban Forestry Service 17 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 2.1.2 Certification(s) Staff ISA Certification Years ISA GIS Qualification Years GIS Certified Arborist Qualified Jim Jenkins BCMA(OH- 1 1425BM),TRAQ Shawn Bruzda CA(OH-1342A),TRAQ CA,MS Kerry Gray >10 N (MI-3868AM) Shirley Vaughn CA,MS >10 N/A NA (FL-5512AM) Will Ayersman N/A N/A GISP 12 (#72590) Shelby Hugh N/A N/A N/A Benard Kuhi N/A N/A N/A 9 BCMA,Board Certified Master Arborist;CA,Certified Arborist;NA,Not Applicable;MS,Municipal Specialist;TRAQ, Tree Risk Assessment Qualified;GISP,Certified Geographic Information Systems Professional Tab 2 RFQ 2021-207-AY:Urban Forestry Service 18 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 2.2 Relevant Experience of Prime Proposer As the leader in urban and community forestry, DRG has worked with hundreds of communities across the United States to help them manage,plan, and care for their trees.Through this work,we have seen a common urban forestry goal emerge—to ensure that trees are healthy, diverse,and managed so that the urban forest serves the community by providing the maximum amount of environmental,social,and economic benefits. To demonstrate our relevant experience,we provided the following examples of our work similar in scope to the proposed project. The experience section is divided into three sections: specialized analytical work such as master plans and consulting, Florida tree inventories projects,though DRG inventories trees throughout the United States,and a listing of our urban tree canopy assessment work. Specialized Analytical Work Tab 2 RFQ 2021-207-AY:Urban Forestry Service 19 DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321AO Davey Resource Group Urban Forest Master Plan Miami Beach, Florida When the City of Miami Beach needed an urban forestry consultant to address climate change,storms.and substantial reconstruction of its neighborhoods to upgrade aging infrastructure which included raising roads and other impmvcmcnts that redefined the urban and natural landscape,the city hired Davey Resource Group.Davey Resource Group had the team of experts to ensure that the city's vision for its trees remain key features of all its neighborhoods and to be the right tree planted in the right place today,while considering the future adaptation efforts and changes in the urban landscape were implementable parts of the plan. The City of Miami Beach.as a bather island off the coast of Florida,is witnessing first-hand the effects of climate change. sea-level rise. saltwater intrusion. flooding, king tides. and extreme storm events. In addressing these challenges and ensuring that Miami Beach is a dynamic and resilient coastal community,the city has become a pioneer in planning, developing, evaluating, and implementing innovative climate mitigation and adaptation strategies and solutions.One solution the city is interested in pursuing is the preservation and growth of Miami Beach's urban forest because of the effective role that trees have been proven to provide in mitigating the effects of climate change. In 2019.Davey Resource Group,in collaboration with Calvin,Giordano and Associates,was engaged by the City of Miami Beach to develop the city's first Urban Forest Master Plan(UFMIP).As part of the I FMP development process.Davey Resource Group has analyzed data for Miami Beach to understand the current state of the urban forest resource and the impacts climate change is having on it and the community.Resource and data analysis completed by Davey Resource Group for this project include: an urban heat island study:tree canopy cover analysis by neighborhood stormwater basin,land use;a historical tree canopy change analysis comparing tree canopy cover over three time periods;tree species diversity.composition.climate vulnerability,and pest and disease threats:and an i-Tree analysis of ecosystem benefits provided by the urban forest. The final UFMP utilizes the results of DRG's resource and data analyses to provide recommendations,action steps, tools,and strategics for Miami Beach to utilize the city's tree canopy as climate mitigation and adaptation strategies and maximize the services the urban forest provides to the community. .. .. :w".4Yt'at'Y'- w—.»A':i1,1GR-'Ir•y't`�i .. atassmeas • tea • I Urbor Forest Mover Plan I Davey Resource Group,Inc. DAVEY *. davevresourcegroup.corn 800 828-8i12 Resource Group Tab 2 RFQ 2021-207-AY:Urban Forestry Service DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 Davey Resource Group Urban Forest Master Plan Holyoke, Massachussetts In 2021,the City of I lolyoke contracted with Davey Resource Group to develop an Urban Forest Equity Plan(UFEP). one of the first of its kind in the United States.The city completed a community resilience exercise in 2018 which identified increased flooding and high heat events as major concerns for the oily especially for the most vulnerable populations that live in the downtown area,where there are large amounts of impervious surfaces and low tree canopy cover.The goal of the UFEP planning effort currently underway is to identify ways to equitably increase canopy cover and tree care in four socially disadvantaged neighborhoods in downtown Holyoke.to address flooding and the impacts of high heat.To that end.Davey Resource Group and our project partners are examining Holyoke's urban forest through an equity lens by: • Developing an understanding of what Holyoke has by conducting a street and park tree inventory in the 4 target downtown neighborhoods:examining community plans and studies,and conducting city department and management interviews. • Engaging the community to understand what they want by hosting bi-lingual and Spanish-only public forums on Zoom and Facebook Live;surveying community residents(SpanishiEnglish);and actively working with community partners to help with resident engagement. • Creating a madmap to help Holyoke to equitably care for and grow its tree canopy by developing recommendations and action steps based on the information and community feedback gathered through the planning process. • Establishing metrics and benchmarks to measure progress in Holyoke's goals to increase tree canopy cover in areas of highest equity need in Holyoke to mitigate the impacts of climate change. Iolyoke's Urban Forest Equity Plan will be completed in June 2021. HOLYOKE MASSACHUSETTS URBAN FOREST EQUITY PLAN PLAN DE EOUIDAD FORESTAL URBANA NI, aal f * fs�. • de#• Davey Resource Group,Inc. daveyresourcegroup.com DAVEY _ 800-828-8312 Resource Group Tab 2 RFQ 2021-207-AY:Urban Forestry Service DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321A0 Davey Resource Group Urban Tree Canopy Assessment & Planting Plan Easton, Maryland _ - - The Town of Easton. Maryland is dedicated to stewardship of the . -` . Chesapeake Bay and doing whatever it can do to contribute positively to _ ��'..._ . the improvement and protection of this vitally important resource. Like many other communities within the Bay's watershed.Easton believes that the Bay and its tributaries are central to the community's framework and environment. • If. q To help improve water quality and build community capacity.the Town t tl of Easton worked with Davey Resource Group, Inc. to develop a Comprehensive Forestry Program for their community. The goal of the ' program was to enable the Town to positively impact water quality through tree planting and maintenance initiatives.Tree canopy cover,as well as individual trees.increases rainfall absorption.,removes pollutants The Town is dedicated to from water through the natural biological processes., absorbs, diverts. stewardship of the Bay and is cleanses,and retards runoff from entering surface and ground waters:and doing whatever it can do to improves aquatic and terrestrial wildlife habitat. contribute positively to the improvement and protection of To take advantage of the benefits tree canopy provides, the Easton's this vitally important resource. Comprehensive Forestry Program provided a full understanding of Like many other communities existing tree canopy conditions within the community, identified targets within the Bays watershed, for tree canopy cover preservation and creation that most impacted water Easton believes that trees can quality,and created a clear program of implementation to meet the targets. make a difference in the amount and quality of runoffThe coordinated program allowed the Town to focus on installing trees in entering the bav strategic areas that positively influence water quality and to maintain all trees,existing and new,so that they provide the most ecosystem benefits to the community.Additionally.this program enabled the Town to identify opportunities to convert turf to trees and implement green infrastructure, such as bio-retention features,in and adjacent to public rights-of-way. "lite program includes specific planting and maintenance projects that will be implemented by the Town in a coordinated manner to efficiently and effectively realize objectives. Also included is a review and update of regulations and policies aimed at promoting and encouraging the planting +� • • and preservation of trees on private property and ensuring compliance s� ;:�, with Maryland law. La..Caine ame✓k Aim • • '- Davey Resource Group,Inc. DAVEY as.eyrasouroegroup.aom R00-828-8312 Resource Group Tab 2 RFQ 2021-207-AY:Urban Forestry Service DocuSign Envelope ID.DF335194-4ECF-4473-A6BE-A97747D321A0 Easton, MD Planting Plan for Runoff Reduction _,,-, i . Z' -„0,‘ _ 1 1 ,J_r_r_rsi I] ''.1.:+44'S i ' 7 P i -rj D.F1 i24- d iii-1,-J_111.:Jsiz.rj PilliJ ,_. Aviiiiinsew i•-lf1'..1143)L3/3-3 table Areas 1 I P f I'_)-Of-1 'JrJ « • . 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Tab 2 RFQ 2021-207-AY:Urban Forestry Service 23 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO Davey Resource Group Urban Forest Stormwater Management Plan ShoreRivers and Greensboro, MD M,ovro•� Recently.the ShoreRivers.formerly the Midshore Riverkeeper Conservancy. �/ and the Town of Greensboro worked collaboratively with Davey Resource RIVERKEEPEtr 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 `t' 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 Tire choptartk and many of the Hay's strategies developed for the town were prioritized over 7 years allowing the tributaries are impaired from excess Greensboro to enact measures as their resources allow. nutrients and sediments entering the river All communities along the Davey Resource Group performed comprehensive data collection and worked Choptank River contribute in one wuy with the city on gathering input to identify community needs and priorities. or another to the polluted runoff Key data and community inputs included: entering the river.and eventually the Chesapeake Hay Greensboro, Maryland is one attic many • GIS-based Urban Tree Canopy assessment by user-defined geographies agricultural communities situated • Stormwater runoff analysis on the banks of the • A public tree inventory upper Choptank River that is taking • Identification of tree planting sites aimed at reducing runoff S. action to improve water yuebty, • A stakeholder meeting focusing on strategic urban forest planning and management The Urban Forest Stormwater Management Plan set up „mo,..•,a... Greensboro to meet the Caroline County's Watershed ""y°"' f ' Implementation Plan's(WIP)goals and the water quality goals • +. rl• r [ set in Caroline County's Upper Choptank River Watershed. --- ' de 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 r larger county-wide plan to reduce 45,000 lba.of total nitrogen C \ ,• from stormwatcr runoff by 2025.This county plan specifically �` --�r •�,� \. identified urban forest buffers as an important tool needed to • .• ••''�, ♦ •�. successfully reach this reduction goal. Since 2012, the ./ l s County's Phase 2 WtP milestones include tree plantings as a • strategy to reduce nutrient and sediment pollution.The Vs'IP calls for continued action through 2018. #. Davey Resource Group DAVEY daycyresourceeroup.comr 800-8284312 IEa DICE 6111P A thnuio• The Lem rnr Ely rr Compa•y Tab 2 RFQ 2021-207-AY:Urban Forestry Service 21 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 Davey Resource Group Master Plan, Urban Forest Inventory, & Planting Plan Columbus, Ohio ' 'x As one of the nation's fastest growing metro areas,Columbus is recognised for its diversity of neighborhoods,waterways.parks,and cultures In the next three decades, the city is projected to double its population by up to one million new residents. However,the promise of a vibrant future is coupled with concerns of the city'a readiness to deal with the stresses being placed on the urban forest as well as the crucial role it plays in health and well-being Columbus believes that one of the key - pieces of the city's resilience to a changing climate is implementing a premier action . plan for its urban forest that includes sound long-term strategies to expand Columbus' public tree canopy through energetic. realistic• and measurable ,q �-jai• ' milestones and results. In 2019,the City of Columbus began the planning process to develop a 25-year roadmap supported by 3-to 5-year achievable benchmarks.To accomplish the work DRG used an adaptive planning process to answer the key questions.What do we have?What do we want?How do we get there,and How arc we doing?To answer those questions,DRG's team • Assessed the.uncut state of Columbus'urban forest utilizing tree inventory and tree canopy data. • Evaluated the city's use of technology to manage the urban forest and identified data-driven approaches to enhance it • Conducted a social-equity analysis that used data on tree canopy cover and selected social equity factors(e.g..health, crime,economic factors)to identify areas of highest equity need for tree canopy cover. • Conducted an urban forestry operations review which included staff interviews,field tours,and budget analyses to understand the issues,opportunities,and challenges around the management and care of public trees • Assisted in facilitating a robust public engagement process which gathered input from a diverse range of stakeholders and community members • Evaluated relationships with infrastructure owners and their practices related to the urban forest. • Analyzed relevant city codes pertaining to trees and the urban forest and provided recommendations for updates, additions,revisions,and improvements. • Co-wrote the Columbus Urban Forestry Master Plan • DRG also developed a companion document, -Columbus Urban Forestry Master Plan Technical Report" which provides greater detail on the state of Columbus'urban forest. Currently.DRG also inventories trees and develops inventory reports and planting plans for Columbus An example is the South Linden Tree Inventory Update,Tree Inventory Summary Report,and GIS-Based Tree Planting Plan project.which was a direct result of Columbus'urban forest master planning process and resulting plan This South Linden project teemed on ennching overall community health and well-being of lower income census blocks through urban forestry It complemented the Mayor's focused efforts to improve the quality of life in the Linden neighborhood During 2020.DRG's team began the update of the existing tree inventory database After data collection in the South Linden community was complete,we developed two documents to guide urban forest management,a Tree Inventory Summary Report. and a GIS-Basal Tree Planting Plan The Tree Inventory Summary Report presented the results of the inventory and provided a prioritized management program It also estimated the benefits of the community's urban forest and provided a budget for tree care.The'tree Planting Plan was(IFS based and was a mad map for not just putting trees in the ground but for planting trees to help the residents of South Linden have a better life One tree species was assigned to each vacant planting site for the plan c2 Resource Group,Inc. DAVEY Jaic,resourcegroup.com 800-828-8312 Resource Group Tab 2 RFQ 2021-207-AY:Urban Forestry Service DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO Columbus,OH Planting Plan for Equity 1, . .,..r ,.•41.;•„:iw-,T4.6,14,,i,....%.n.,:r,tv 4:, /tit. .:-,..k.:.4-.7.--47. ..„. „..•ii ,..„; - '4\44N.04.— • - • . ' : i I ist il , 1...004 I_,..1,,40,6 ,.. .,,,, • f--- • p � a not • r / ► 3 • ,•__. 1 j 1 , .7-704:4:. :::•fate ' -37 I�� 41 __,x is ., 4ijitiokrrnb,j • .:. . [4'4• ;..% ' • �VC.,.. 'q,4•f • • U • r • "�, . 44%%.1.•1 1;..t • d• • , • fit rii: Nr,,ik. . _._.44Ir•Arikilad8 ' FP' 1 ,...i.,:i., h,-,. ..,, • . ,. ..4,,,!. . ., it. . ' ...iv- — PP '6'M/ `Y "_" . tj { _�.� •� t 1 :--' ._ Sit ab, City limits 1 �3 —5 7 -2 -4 6 • Tows Columbus,Ohio sump 2020 Update Tree Inventory N %Want-Nd Sueadn IA ■ 2A ■ 3A • 4A • 5A 6A 7A Map Grid: 1 18 ♦ 2B ♦ 3B ♦ 48 ♦ 58 6B 75 - 1C * 2C * 3C • 4C . SC 6C 7C - D 5 DAVEY*. Resource Group Tab 2 RFQ 2021-207-AY:Urban Forestry Service 26 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 Master Planning Largo Urban Forest Master Plan City of Largo, Florida . The City of Largo recognizes the value and services provided by its urban ,?7t • forest,along with the need for an integrated approach to its stewardship. To " :1 I this end. the city. working with Davey. undertook a three-part project to N '/ 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. .Irr..'4•'. '�y Largo's Parks&Recreation Department worked with Dave'to develop the `' city's urban forest master plan, as well acquire a baseline for that plan. Between 2013 and 2015,Davey inventoried oily sheet and park trees and cf argo's urban forest master plan is a completed an assessment of urban tree canopy cover.Davey used the tree unique assessment that goes beyond inventory and UT(' data to assess how trees affected atormwatcr runoff, just the statistics and data on trees urban heal island effects, zl 1 calls.and air quality in Largo. During the managed by the city.Largo's plan planning process.we also reviewed city code and ordinance and met with analyzed the sustainability of the city's urban forest overall,both city staff in planning.community developmenttode.police.and staff from public and private trees,as well as utilities (both city and private)to learn from them about the city's tree- the people actively impacting the related programs.Public input came from the results from the city's annual urban forest and the approaches Community Conversations. used to manage it. J O — 1 { Ibe resulting master plan outlined the value and awe to ''FL I services provided by trues in Largo,assessed the sustainability of Largo's existing urban forest, 1 conveyed a vision and mission for the future 4- } urban forest, and put forth 16 strategies for =1 t } ' anion on how to achieve that vision. ,nil _ x • r 4'. ;r a•' II' 'i Largo. like many t:ommunities, is working to y r :: r jrr•pica• revitalize and=brand itself as a vibrant network rl '� .,' t of neighborhoods, reverse the perception of • . ' �. _ . �y' .Ss � t c.t t. 1_ Largo as a"dnVC-thrWgh city."and deal with w-y'�t• ' '� . .' to . .,a• a costly urban challenges like stormwatcr ?o x:% r t' '1 4, * 4a ' management. urban heat island effects. and $4 k' - e i - public health,ceonomic development issues. ..__ The city's urban forest master plan is one step __. ' I the city is taking to tackle some of the problems they face. 1 DAVEY RESOURCE h IP 1 L4 .Os 4f Tke Dewy T,u 5x5v1 canny Tab 2 RFQ 2021-207-AY:Urban Forestry Service 2-' DocuSign Envelope ID.DF335194-4ECF-4473-A6BE-A97747D321A0 Davey Resource Group Consulting Forestry Washington, D.C. t\ A United States Capitol Visitor's Center was constructed on the cast front �., of the U.S. Capitol in Washington, D.C. In preparation for the 3 - construction, the Architect of the Capitol's office implemented a 1� comprehensive tree preservation plan for the landscape surrounding the - construction activities. This included moving eight large trees to new locations on the Capitol grounds.Davey Resource Group,Inc.was on site u‘s► full-time overseeing and coordinating the preservation of over 200 trees at risk due to construction activities. Over three miles of eight-foot-high chain link fence was installed to define the tree protection zones which are off-limits to construction activities. The trees in the protection zones were fertilized mulched.crown cleaned Trees at the U.S.Capitol are a key and,in some cases,radially mulched.A temporary aboveground irrigation aspect of the landscape preserved system was installed to ensure the trees receive adequate moisture during construction of the throughout the construction period. Tensiometers--in-ground moisture Visitor's Center with the help meters--were installed throughout the tree protection zones to monitor of Davey Resource Group soil moisture.The tensiometers were read each day and data recorded in a ` Certified Arboriats. - database to track irrigation needs. 3 • Davey Resource Group maintained the trees within the protection zones for the duration of the project.Appropriate signage was posted throughout the project area. All contractors working on the new Capitol Visitor's x , Center were required to participate in a tree preservation training program. • -'pr." - This program teachescontractors about tree biology and why the root • �' zones and crowns are protected from construction equipment. The program explains appropriate mitigation techniques in the event the • critical root zone is at risk. The construction of the Visitor's Center began in fall 2001 and has now been completed.Davey Resource Group is honored to have been a part of this important project. IN ME • *. Davey Resource Group,Inc DAVEY daveyresourcegroup.com 800-828-8312 Resource Group Tab 2 RFQ 2021-207-AY:Urban Forestry Service DocuSign Envelope ID'. DF335194-4ECF-4473-A6BE-A97747D321A0 Davey Resource (,roup Urban Forest Master Plan Charlotte, North Carolina r ••� The City of Charlotte, in partnership with TreesCharlotte. hired Davey (01 ) 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 ( I I U1101 II 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. Trees charlotte With the support and involvement of almost 50 organizations,thousands of r . 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: Davey Resource Group performed updating the city's urban tree canopy assessment; initiating a branding comprehensive data collection and campaign to foster public awareness among residents and businesses; worked with the City of Charlotte connecting expertise and resources to ensure informed decision-making on on gathering input to identify tree care:and engaging neighborhoods to support tree canopy efforts at a local community needs and priorities. level. Davey Resource Group performed comprehensive data collection and ` !• worked with the cite on gathering input to identify community needs and priorities.key data and community inputs included: so 't, • An Urban Tree Canopy(UT ')assessment !� P t = 1 .. • An i-Tree Canopy benefits analysis / _ ! •, • A public tree inventory 5 • Identification of management practices and budgets e. • Three stakeholder meetings focused on strategic urban forest planning and management `°rOars `.. • Public input meetings across three regions in Charlotte �. A .tr... • Public survey to gauge support and knowledge of Charlotte's urban forest While Charlotte's overall tree canopy (47"•o) 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 -i/ rrrasmp•, reach 50%canopy by the year 2050. Davey Resource Group DAVEY davev re s ourcegroup.a om 800-828-8.12 IESIUICE GROUP ADirbiwI11trDesgflu Boat Campy Tab 2 RFQ 2021-207-AY:Urban Forestry Service 29 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 Davey Resource Group Tree Inventory and Assessment Lake View Cemetery, Cleveland, Ohio �'=? Lake View Cemetery was founded in 1869 and sits o 285 acres of land near Cle eland Ohio.The cemetery is so named"lake view"because it is partially • ' 4located in the"heights"area of Greater Cleveland.with a view of Lake Erie to the north. The cemetery's grounds are a horticultural showplace modeled • after the great garden cemeteries of Victorian-era England and France.Many famous people an; buried at Lake View. including President James A. die„ ^ Garfield.John D.Rockefeller.and Elliot Ness. r' In 2016, The Davey Tree Expert Company performed a priority tree • - • maintenance assessment and inventory at Lake View Cemetery.The purpose of the assessment was to identify tree health and structural concerns that •` " might be reducing the overall potential of the cemetery's urban forest and introducing undesirable levels of risk into the landscape. To complete the Davey's assessment and inventory ` assessment.Davey Resource Group,Inc."DRG"provided an ISA certified of Lake View's trees helped guide arborist who inspected Lake View's trees recording information about the the Cemetery's landscape location, species,condition,and maintenance needs of over 800 cemetery managers in making informed trees requiring priority action. decisions regarding the safety and The data collected about cemetery trees were analyzed by DRG urban health of Lake View's woody foresters who are experienced in tree risk assessment and grounds landscape. .1 management.Using the inventory data.DRG developed a workbook for Lake View that listed recommended tree maintenance options so that the ,mope F+ cemetery's decision makers could prioritize tree work in relation to Lake . View's woody landscape goals. • • ,F. 1•N • .-. ° . *, Dave,Resource Group.Inc. DAVEY davcyresounegroup.wm 800-828-8312 Resource Group Tab 2 RFQ 2021-207-AY:Urban Forestry Service DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 Davey Resource Group GIS Tree Inventory New York, New York \1 - T,, The Central Park Conservancy relied on the expertise of Davey Resource ,s j Group,Inc.to conduct an inventory of over 24,000 existing trees and over ' ,, i 8,000 park benches throughout this world-renowned park in New York City. The Conservancy incorporated the information gathered by Davey ';. s Resource Group's urban foresters into its existing inventory management �.-. ti - . `� software to assist with daily management.tracking.and planning of park ► - - features. Using Davey Resource Group's customized ArcPad' data ,asp' `9 _... collection tool loaded with an orthophotograph and other basemaps of the Park the foresters mapped the location of each tree and collected r . information such as species,diameter,condition,tree height and crown spread. and approximate age. Additionally they collected the location, Davey Resource croup foresters size. and type of each bench throughout the Park. These projects were mapped the location of each tree in done separately but utilized similar field data collection methods. Central Park and collected species. diameter,condition,height. Four Davey Resource Group urban foresters began data collection in crown spread,and age. J December 2007 and finished in February 2008. The final data were delivered in geodatabase.ESRI°shapefile.and Microsoft Excel`"formats ! +Ir to be used by the Conservancy in its park management software. 'sr A 9 i): The Central Park Conservancy is a private, not-for-profit organization • founded in 1980 that manages Central Park under a contract with the New !t fork City Parks & Recreation Department. With more than 25 million . --- b f visitors each year to its 843 acres(or a length equaling 51 city blocks). Central Park is the most frequently visited urban park in the United States. ii; .! ' '46 1 0*** ..30$,.. i , ' '?.-. .1 tilfii} Da%ey Resource Group.Inc DAVEllt daveyr sourcegroup.com 800-828-8312 Resource Group Tab 2 RFQ 2021-207-AY:Urban Forestry Service DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 Florida Tree Inventory Projects The following tree inventory projects, which took place in Florida recently involved training, data collection, project management, and quality control and assurance checks by Jim Jenkins and/or Shawn Bruzda. City of Altamonte Springs,Florida DRG's urban foresters conducted a re-inventory of the City of Altamonte Springs.During the re-inventory, approximately 6,000 trees and potential planting sites were collected along public streets, parks, and public facilities.The re-inventory updated the condition and maintenance needs of about 5,000 sites already existing in the database and added approximately 1,000 new sites to the database as well. New sites included trees planted throughout the city since the previous inventory and areas that had been annexed by the city. The inventory data were collected using pen tablet computers using a combination of GIS and GPS technology.An ANSI Level 2 Tree Risk Assessment of each tree was performed. The City of Altamonte Springs received its tree data via DRG's TreeKeeper®subscription software,where data can be easily queried,tracked,updated,and mapped. For this project,DRG worked under its GSA contract for approximately$30,000. City of Casselberry,Florida DRG conducted a street tree and park tree inventory in the City of Casselberry.The inventory included 5,000 trees with data about tree location,condition,maintenance needs,and potential risk being collected.DRG used GIS and GPS technology to collect location information and pen-based field computers to collect data. The contract amount was approximately$25,000. Collier County,Florida DRG conducted a two-phase street tree and asset inventory in Collier County, Florida. Upon completion of the second phase,approximately 10,000 trees and irrigation features,such as value boxes and control stations, were inventoried. DRG used GIS and GPS technology to collect location information and pen-based field computers to collect data. Trees were assessed by urban foresters who recorded their location, condition, maintenance needs, and potential risk. Irrigation features were located, identified, and serial numbers were recorded for the database. Collier County purchased DRG's TreeKeeper®' subscription software and field computers similar to the Toughbook used by our inventory staff so they could easily view and update data while in the field. The contract amount was approximately$60,000. Tab 2 RFQ 2021-207-AY:Urban Forestry Service 32 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 City of Crescent City,Florida DRG conducted a computerized tree inventory for Crescent City. Approximately 1,500 trees, stumps, and planting sites were collected along public streets, as well as in parks and public facilities. The inventory data were collected using pen tablet computers. Tree locations were determined using a combination of GIS and GPS technology. Crescent City's tree inventory data were delivered as an ESRI®shapefile,an Access'"database, and an Excer spreadsheet. A tree benefits analysis was performed using the i-Tree Streets program, and an inventory management plan was combined with the i-Tree Streets analysis to assist city managers with budget projections and maintenance programs for all inventoried sites, aimed at minimizing risk posed by trees and increasing the benefits that trees provide the residents of Crescent City. The contract amount was approximately$25,000. City of DeLand,Florida DRG performed a public street tree inventory in the City of DeLand. To meet the needs of the city and complete the city's existing inventory, DRG customized the inventory data fields to match the city's existing tree management database and collected data in targeted areas of the city. Data were collected on 3,600 street trees using pen tablet computers. Tree locations were determined using a combination of GIS and GPS technology. The inventory data were delivered to the city via DRG's TreeKeeper®7 standalone software.The contract amount was approximately$25,000. City of Green Cove Springs,Florida DRG conducted a GIS-based tree inventory for the City of Green Cove Springs, Florida. A DRG urban forester collected data on 2,300 trees along city streets and in parks. DRG assessed tree health and structure, evaluated site conditions, and recommended prioritized maintenance needs in accordance with ANSI A300 Standards. Tree attribute and location data were collected using pen tablet computers loaded with an orthophotograph,city GIS basemaps,and DRG's customized data collection program. The City of Green Cove Springs piggybacked on a current DRG contract that had a similar scope. The contract amount was approximately$18,000. City of Inverness,Florida DRG performed a computerized tree inventory for the City of Inverness, Florida. The inventory was conducted within the city's street right-of-way, seven public parks, and one public cemetery. Using a combination of GIS and GPS technology, DRG's urban foresters collected data on individual trees,stumps, and planting sites.DRG completed the inventory in two separate phases,beginning with the collection of 2,600 sites in 2009, and finishing the inventory with the collection of 3,000 sites in 2010. Data were collected to evaluate the condition of the public trees,to rate the potential hazard of each tree,to determine the appropriate maintenance need for individual trees,and to determine future planting locations for trees.Upon completion of the tree inventory,data were converted to ESRI®shapefiles,an Excell'spreadsheet,and an Accessr"database. In addition, the data were uploaded to DRG's TreeKeeper®7 software allowing the city to locate,manage,and track trees for work planning and budget purposes. The city now uses the tree inventory to establish direction for the long-term planning of its urban forest.The contract amount was approximately$25,000. Tab 2 RFQ 2021-207-AY:Urban Forestry Service 33 DocuSign Envelope ID.DF335194-4ECF-4473-A6BE-A97747D321AO City of Jacksonville,Florida DRG has conducted a street and park tree inventory for the City of Jacksonville.DRG urban foresters collected data on over 47,000 trees,stumps,and potential planting sites.Each tree was evaluated for health and structure, site condition, and prioritized maintenance needs. Tree attribute and location data were collected using pen tablet computers. Tree locations were determined using a combination of GIS and GPS technology.The data were loaded into DRG's TreeKeeper®7 subscription software which allows the city to plan and schedule work, print reports, and maintain an up-to-date inventory. Color, large-format wall maps were also produced to display the results of the neighborhood inventories.The contract amount was approximately$100,000. In addition to the street and park tree inventory, the City of Jacksonville commissioned a specialized management plan for Mandarin Road's"Patriarch Trees."Mandarin Road is designated as a scenic and historic road,and the centuries-old live oaks lining the street make it a unique and special public right-of-way.This plan summarized the urban forest condition and characteristics for all public trees along Mandarin Road and made individual tree preservation recommendations for the historic trees. DRG analyzed all of Jacksonville's inventory data using the U.S. Forest Service's i-Tree Streets model to quantify the environmental,economic, and aesthetic benefits public trees provide to the City of Jacksonville. City of Kissimmee,Florida DRG conducted a street tree and park tree inventory in the City of Kissimmee.The inventory included 5,000 trees with data about tree location,condition,maintenance needs,and potential risk being collected.DRG used GIS and GPS technology to collect location information and pen-based field computers to collect data. The contract amount was approximately$30,000. City of Lakeland,Florida DRG completed a public tree inventory of 79,891 sites for the City of Lakeland. These sites included trees, palms, stumps, and potential planting sites along roughly 741 lane-miles of paved city streets and 108 park/public spaces located in and around the city. The goal of the inventory was to restore the urban forest canopy while improving and updating the comprehensive program to maintain an important resource and asset. The inventory included the location of all sites using pen tablet computers. Tree locations were determined using a combination of GIS and GPS technology. The inventory data were delivered in a GIS shapefile format along with a Microsoft Excel"spreadsheet containing the entire tree database. Based on the findings of the inventory,an urban forest management plan and a public tree planting plan were prepared.Both plans provide a comprehensive analysis of the current state of Lakeland's street and park/public tree population. Both documents provide guidelines and an action plan to mitigate potential High-Risk trees and help increase canopy cover while emphasizing storm-tolerant species. The contract amount was approximately $40,000. Tab 2 RFQ 2021-207-AY:Urban Forestry Service 34 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321AO City of Largo,Florida In 2014, DRG conducted a street tree and park tree inventory in the City of Largo. A team of inventory arborists worked around an existing,incomplete tree inventory database collecting only trees that were not in the existing inventory database. Approximately 15,000 sites were collected using pen tablet computers. Tree locations were determined using a combination of GIS and GPS technology.DRG arborists collected the tree attributes that were present in the existing city database.The city received our TreeKeeper°'7 tree management software and TreeKeeper'Mobile. The management software allows the city to plan,schedule,and track tree work,as well as easily update the inventory while in the field.Before uploading data,DRG consolidated the two datasets, the existing and newly collected data,removing unneeded data fields, and renaming fields so that the city could easily query the data. This project was awarded to DRG through a competitive RFP. In 2015, DRG was hired by the City of Largo to complete an urban tree canopy assessment and develop a strategic urban forest master plan utilizing the tree inventory data as well as the canopy analysis and input from city staff.The focus of the UTC and master plan was to understand the current distribution of both public and private tree cover,spatially and socially,and assess the city's maintenance program. DRG assessed Largo's tree canopy cover using a combination of satellite imagery, high-resolution aerial photography, and additional secondary source data. Five land cover types were analyzed: canopy,water,bare soil, and pervious and impervious surfaces. Canopy cover percentages were calculated by typical geographic boundaries such as the city limits and land use. Canopy cover was also assessed using 311 data and social indicators including obesity, asthma incidents, and income. Tree inventory data, existing tree maintenance contract amounts, and the city's Development Code were also analyzed during the project. Largo's staff also collaborated with DRG through on-site meetings and responding to questionnaires about their programs and participating in a series of telephone interviews. Largo's urban forest master plan provides the city with a roadmap that shows them where their program is, where they want it to be,and how to get there.The master plan included a custom tree species planting list that assigned species to planting site types based on site conditions such as grow space width and the presence of overhead wires. This project was awarded to DRG through a competitive RFP. The contract amount was approximately $85,000. Leon County,Florida In 2014, DRG performed a computerized tree inventory for Leon County, Florida. The inventory included county road rights-of-way along canopy road segments. Using a combination of GIS and GPS technology, DRG located trees within the rights-of-way as well as 20 feet to either side of it. The assessment also included the evaluation of tree condition, identification of genus, species, and cultivar (when appropriate), and measurement of DBH in accordance with city tree maintenance contract specifications.The location accuracy met the county's specifications of submeter accuracy within a 95% confidence interval. A detailed quality assurance/quality control plan included field checking of data by the County Urban Forester endured during the lifecycle of the project. Upon completion of the tree inventory,data were converted to ESRr shapefiles,an ExcelTM spreadsheet,an Access"database,and geodatabase. This project ran concurrently with the Tallahassee,Florida canopy road inventory.This project was awarded to DRG through a competitive RFP.The contract amount was approximately$40,000. Tab 2 RFQ 2021-207-AY:Urban Forestry Service 35 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 City of Maitland,Florida DRG performed a public street tree inventory in the City of Maitland.Using pen tablet computers,data were collected on more than 6,400 street trees.Tree locations were determined using a combination of GIS and GPS technology. The inventory data were delivered to the city via DRG's TreeKeepery 7 standalone software,where data can be easily queried, tracked, updated, and mapped. A citywide tree management plan was developed from the tree inventory data that detailed the management needs of the city's urban forest and an estimated five-year tree maintenance budget.The contract amount was approximately$40,000. Town of Miami Lakes,Florida DRG's senior urban foresters worked with the Town of Miami Lakes' Parks and Recreation Department to develop a custom urban forest management plan that utilized existing tree inventory data and city governing policies and guiding plans.The plan assessed the overall composition and structure of the urban forest as well as the town's current pruning cycle and hazard tree removal program, black olive removal and replacement program,and tree species planting list.Miami Lakes'staff collaborated with DRG by answering questionnaires about their programs and participating in a series of telephone interviews. The final plan provided the town with recommendations and options for optimizing their urban forest program within the bounds of town-approved plans and policies. This project was bid and,ultimately,the project's scope and fees were negotiated by Miami Lakes and DRG. The contract amount was approximately$25,000. City of North Miami,Florida DRG performed a public street tree inventory in the City of North Miami.To meet the needs of the city,DRG customized the inventory data fields to match the city's existing tree management database.Data were collected on 5,000 street trees in targeted areas of the city using pen tablet computers. Tree locations were determined using a combination of GIS and GPS technology. The inventory data were delivered to the city via DRG's TreeKeeper 7 subscription software. At the city's request, DRG transferred 15,000 entries from the city's existing tree management database into TreeKeeper'7 so that the city could continue using the existing data while future data collection phases are carried out.The contract amount was approximately$90,000. City of Orlando,Florida DRG conducted a street tree and park tree inventory in the City of Orlando.A team of five inventory arborists evaluated approximately 95,000 trees, stumps, and potential planting sites using pen tablet computers. Tree locations were determined using a combination of GIS and GPS technology. The trees were evaluated on several attribute categories, including condition, maintenance needs, and potential risk. The data were processed,analyzed,and incorporated into an urban forest management plan.The management plan provides important guidelines that will enable the City of Orlando to manage its urban forestry resources more efficiently. The management plan presents a comprehensive nine-year plan of maintenance activities designed to reduce potential hazards,create a cyclical pruning program, and establish an annual tree-planting program. The inventory data were added to DRG's TreeKeeper' 7 tree management software to help the city plan, schedule, and track tree work, and print detailed reports. DRG integrated TreeKeeper 7's subscription capabilities and created a local network.This creates a system linking field computers,used daily by city staff;to their TreeKeeper 7 network. The TreeKeeper 7 network enables the City of Orlando to maintain the most up-to-date inventory information.The contract amount was approximately$100,000. Tab 2 RFQ 2021-207-AY:Urban Forestry Service 36 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 City of Port St.Lucie,Florida In 2008,DRG was commissioned by the City of Port St.Lucie,Florida to develop a tree planting plan to meet the urban forestry initiatives suggested by the U.S. Conference of Mayors Climate Protection Agreement.To develop the plan, DRG performed a citywide tree canopy assessment, completed a potential planting site inventory of 2,169 sites,and analyzed the city's existing tree inventory database.DRG assessed Port St.Lucie's tree canopy cover using a combination of satellite imagery, high-resolution aerial photography,and additional secondary source data. Four land cover types were analyzed: canopy, water, and pervious and impervious surfaces. Canopy cover percentages were calculated by: city limits boundary, land use, zoning, greenspace/hardscape, and public/private land designation. DRG performed a GIS-based planting site inventory of targeted areas of the city and analyzed Port St.Lucie's existing tree inventory database.DRG used the inventories and canopy assessment to develop a tree planting plan for city streets,parks,and properties that addressed the city's need to increase species diversity,create canopy,and maximize the carbon benefits returned from its trees. The tree planting plan provided Port St. Lucie with information that will increase the sustainability of its urban forest. The canopy assessment was delivered as a large-format wall map and GIS shapefile. Canopy statistics were delivered in a Microsoft Excel'.spreadsheet. The planting site inventory was presented in a map booklet created using ArcGIS.The contract amount was approximately$45,000. City of St.Augustine,Florida In 2017,DRG developed an Urban Forestry Management Plan for the City of St.Augustine.St Augustine had a vision that its urban forest to be safe,efficient to maintain,complement the city's development goals,deliver equitable benefits, and enhance the historic character of the city. To accomplish goals,DRG worked with the city to better understand its urban forest's composition,structure,and tree maintenance needs as well as plan for both short-term and long-term resource allocation and develop risk management strategies. The plan was accomplished by completing these tasks: • Conducting a tree and planting site inventory • Estimating the citywide canopy cover • Calculating tree benefits • Developing a proactive tree maintenance and planting program • Obtaining public and stakeholder input • Making data-driven,sustainable urban forest management recommendations • Presenting a multi-year budget The Urban Forestry Management Plan was intended to provide strategies,goals,policies,standards,and actions to protect, enhance, expand, and preserve public trees and the tree canopy for the benefit of the community. The Plan was systematically developed by a comprehensive review of existing city ordinances,specifications and standards, other urban forest plans and information,through interviews with key city staff and leaders,using public participation input, analyzing inventory data and field observations, and by applying national arboricultural standards and best management practices. This is a holistic, customized Urban Forestry Management Plan for the City of St.Augustine based on local conditions,resources,and priorities. This project was awarded to DRG through a competitive RFP. The contract amount was approximately $40,000. Tab 2 RFQ 2021-207-AY:Urban Forestry Service 37 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 City of Tallahassee,Florida DRG completed a tree inventory for the City of Tallahassee, Florida in 2019 and 2014. The inventories evaluated the condition and potential risk associated with public trees and documented tree size and canopy coverage along Tallahassee's canopy roads. DRG arborists performed a Level 1 limited visual tree risk assessment based on ANSI A300(Part 9)-2011 Tree Risk Assessment and its companion publication,the ISA's Best Management Practices, Tree Risk Assessment. As specified by the city, the inventory project included only trees with a DBH greater than 12 inches. DRG arborists identified trees by genus, species, and cultivar (when appropriate) and measured DBH. They also collected tree location information using GIS and GPS. Location accuracy met the city's specifications for submeter accuracy within a 95%confidence interval.A detailed quality assurance/quality control plan included field checking of data by the City Arborist endured during the lifecycle of the project. Our arborists collected data on 3,100 individual trees.Upon completion of the tree inventory,data were converted to ESRr shapefiles, an ExcelTM spreadsheet,an AccessTM database,and geodatabase. This project ran concurrently with the Leon County, Florida canopy road inventory. The City of Tallahassee piggybacked on a current DRG contract that had a similar scope. The contract amount was approximately $40,000. City of Winter Haven,Florida DRG conducted a comprehensive tree inventory of 20,000 trees and potential planting sites for Winter Haven. Tree data were collected using pen tablet computers.Tree locations were determined using a combination of GIS and GPS technology. Additionally, species composition, maintenance requirements, condition, and population characteristics were outlined in an urban forest management plan prepared by DRG. The management plan is designed to assist in urban forest management by outlining pruning schedules,advising on tree risk management, and planting program development.An operations review of Winter Haven's forestry program was also performed to analyze the city's current operations. The operations review was used to improve the city's forestry program and help it run more efficiently. A two-day tree planting and pruning training was also held for city staff which included both classroom and field training.The contract amount was approximately$50,000. City of Winter Park,Florida DRG is conducting a citywide tree inventory for the city of Winter Park,Florida. Approximately 22,000 trees are expected to be collected during this project. During the inventory,each tree is assessed using ANSI Level 2 Tree Risk Assessment methodology and evaluated by the DRG arborist for health and structure, overhead utility conflicts, and maintenance needs. Tree attribute and location data are collected using pen tablet computers and base maps provided by the City of Winter Park. For this project, DRG worked under its current line clearance contract with the city.The contract amount was approximately$65,000. Tab 2 RFQ 2021-207-AY:Urban Forestry Service 38 DocuSign Envelope ID.DF335194-4ECF-4473-A6BE-A97747D321A0 Urban Tree Canopy Assessment Tab 2 RFQ 2021-207-AY:Urban Forestry Service 39 0 0 0 c m co .n• °' a 'Cr fJ Change Analysis ICA1. m N N Sock,Economics( . N tree Canopy Metrics(M), Client E-matl Project Type Ecosystem Benefits(ERYear Stan Plan Wilt. m 0 N W o Pren(y Platting Analysis w lw'1 8757 Ca kdale Avert a UTC Sheeler.Ayeraman, a C Artesia.CA Jeremy Bates Artesa,CA 90701 562-865-6262 I'cates@crtyofartesiaus MappingIAnaIysis/Master M.EB.PP 2021 Kubr,Huth, McKeand m r Plan Artenuca 0 d 410 W.Plymouth Ave.Goshen Sheeler.Ayersman. m O Goshen IN 18 Aaron Kingsley IN 46526 574537-0986 aaronlargsiey@mede.net UTC Mapping/Analysis M.EB PP.CA 2021 Kubi,Huth. Flint 1, T Artenurxa - O w 1900 North Clinton Sheet.Fort Sheeler Ayersman, n)n Fat Wayne iN - Derek Vert Wayne,Indiana 468Ch 2 0-427-6400 Derek Vet@ctydfortvayne org UTC MappingiAnays s M EB.PP.CA 2021 Kubi.Huth, Flit W Antenuco Sheeler- mSheeler-Ayersman, D cn Beyond Housing MO 25 Doug Seely 6506 Wnght 0 p1'2Rne 314-376-5E30 dseelyabeyondhousrrg1 .org UTC Mapping/Analysis M.SE,E,PP,UHI 2021 Kull,KM McMains `CD —I Artenuca 6101 Frsco Square held Fn UTC Sheeler Ayersman, soo 0 CD Frisco,TX 70 Jett Witt TX 75034 972-292.6535 Nrrtt@fnscrotexas gov Mapping/Analysis/Master M.SE E,PP 1.'I 2021 Kubi,High, McKeand w Plan Artenucd 231 Union Street,Watsonville nick cal ubaqubectyof atsonville or UTC Sheeler,er,Ayersman, cm Watsonville,CA 9 Nick Calubaquth 95078 831.7616-3240 g MappinyMalysis/Mader M,SE E,PP,UHI 2021 Kull.Huth, McKeand CAPlan Artenuco Sheeler.Ayersman, Boulder,CO 28 Kathleen Alesanoer 5200 Pearl Boulder CO 80301 303-441-3406 AlexanderK@bouldercolorado goo UTC MappingrAnalysis V SE,E,PP,UHI 2021 Kub.Hint Heywood Artenucci 1737 Broadway Street.Port Sheeler Aye s nan, Pod C,ouitlam BC 12 Doug Rose Coquitlam,BCV3C 2M9 604-927-5428 rosed@pa i,tooguitlam ca UTC Mapping/Analysis M,SE V PP '-I 2021 Kubi,Huth, Steinfieil Artenucci 231 North Whisman Road, UTC Sheeler,Ayersman, Mountain View CA 12 JakobTrcornc Mountain View.CA94043 650-903-6259 Jakob trconicOmountainviexgoo MappingiAnalys,siMaster M PP EB PP 2021 Kubi,Hut, McKeand Plan Artenuca Sheeler706SouthGloverAvenue, Ayersman, Urbana.IL 12 Sinn Tess Urbana,IL 61802 217-384.2381 sness@urbanaillinois us UTC Mappirg/A stysis M PP,SE 2021 Kubf Hach, Ayersman ArtenucC Spokane Corservatron WA 21D N,Havana Street Spokane, Sheeler Aim' t3 communities) 138 Garth Davis WA 99202 509-535-7274 gartn-davrs@sccd.org UTC MappugiAnalysis M PP,SE 2021 Kubi.Huth. Scott Artenuoo 1436 Triplett Blvd Bld 1. Sheeler'Ayersman, Aeon.OH 63 Jon Malish Akan 44306 • 334375-2731 Jmalish@alconpha.gov UTC Mapping/Analysis CA,SE M,EB,PP 2020 Kub,Huth, Jedans Artenuco t Sound UGA WA(77 74 Wall Street Seattle Sheeler Ayersman, Pu Communities) 769 Chnstin Htton WA98121 206-250-5581 crrlton@tnc.erg UTC Mappirg'Analysis SE,M,PP 2020 'WO'.Hih Main Artenucci 100N.Mri4 SitI8105 Am Sheeler,Ayersman, Syracuse IN 2 Melinda Jones Arbor MI S 734718.2702 mjones@releafmichigan.org UTC Manning/Analysis M.EB,PP 2020 Kubi,Huth, Gray Artenucci Sh 100 N Main,Site 105 ��Ayersman' Sturgis.MI 6 MelindaAm Arbor,MI48104 734-718-2702 myorles@releafmichgan.erg UTC Mappirg'Ana':ysis M.EB,PP 2020 Kubi,Huth. Gray Artenuca 100 N.Msin,ante 105 Sheeler.Ayersman, KayMiddlebury.IN 5 Mdiri a Jones Arbor.MI48104 734-718,2702 mjorres@releafmichigan.arg UTC Mapper!Analysis M.EB,PP 2020 K NM, Gray AnnArtenuci A O 0 0 ci m C o) cTi 0s N O N 0 m 0 W O 4) -,1 D Sreeler Ayersman. co 75 Comer.MI 9 Meiinda Jones 100 N Main.Suite 105 734.718.2702 mlones@releafmichigan org UTC MapprlglAnalysis M EB PP 2020 Kubi.Huth, Gray A m Arbor,MI48104 AMenum n co 100 N.Man,Suite 105 Sheeler,Ayersman• A = Buchanan,MI 3 Melinda Jones 734.718-2702 mjones@releafmichigan.org UTC Mapping/Analyss M EB PP 2020 Kuoi,Huth, Gray A T Am Arbor.MI 48104 Artmuca O Sheeler.Ayersman (.4100 N Main,Suite 105 . , D CD Angola.IN 6 Melinda Jones r34 1B-2702 mjor relearmichigan.org UTC Mapprg/Anaysis M EB.PP 2020 Kubi.Huth, Gray a) rn Am Arbor,MI 48104 Arrtenuod co Sheeler,Ayersman, m 4310 Gallatin St D Cn Hyattsville,MD 3 Dawn Taft 240-487-0290 dtaft©hyattsville org UTC Mapping/Analysis CA,SE,M,EB,PP 2020 Kubl,Huth, Joyner m rb i-lyattsville,MD 20781 Arllenued F. 660 300 UTC Sheeler Ayersman. co Corinth MS 30 Todd Matthews North 'Statetmatthewsipmfc.msgov Mappng/Analysis/Hyperspec M,EB,PP 2019 Kubi, Jenkins CD ackson.MS 39202 tral Antonucci N UTC Sheeler.Ayersmar. D Florence AL 27 Dale Dickens AL PO Box 1300m��y'. 334-240.9350 Dale,Dickensttorestry.alabama gdv Mapping/AralySis/Hyperspec M,EB,PP 2019 Kubi,Huh, Jenkins tral Arllenucci PO Box 302550 Montgomery, UTC Sheele Aversma r Gasden AL 38 Dale Dickens 334-240-9360 Dale C9ckens@faestry.aabama.gov Mapping/Analyss/Hyperspec M,EB PP 2019 Kubi,Huh, Jenkins AL 36130 bat Arrtenuca 660 North Street,Suite 300 UTC Sheeler,Ayersman, Olive Branch,MS 37 Todd Mathews tmallhews@mfc.ms gov Mappng/Axwlysshiyperspec M,EB,PP 2019 Kubi,Huth, Jenkins Jackson,MS 39202 tral Arttenuai PO Box 302550 Montgomery try p UTC YPers Sheeler,Ayersman, Soottscoro,AL 57 Dale Dickens 334.240.9360 Dale Dicker Pores alatema Ma png/Aral sM M,EB,PP 2019 Kull,Huh, Jerders AL 36130 tral Antenuca 660 North Street Suite 300 UTC Sheller,Ayersman. Tupelo,MS 51 Todd Matthews Jaclaon MS 39202 tmatthewsOmfc.ms gov Mappng/AralyssHyperspec M.EB:PP 2019 Kubi,Hits, Jenkins tral Arllenuca 1201 Civic Center Blvd Yuba UTC Sheeler,Ayersman. Yuba CO,CA 15 Brad McIntire 55593 530-822ANS bmcintir@yubacily.net MapprtgAnatyBsrMaster M.EB,PP 2019 Kubi,Huh. 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Ye m co N • Una Analysis co ijki3O —4G1 Y cD 75 100 N.Main.Suite 105 Ann Sheeler.Ayersman, a Kingsley,Mi I Melinda Jones Arbor,MI 48104 -18-2704 mlones@releatnnchigan o g UTC MapG g/Analysis M EB PP 2017 Knox.Kub Banes Muele A. m C 0, 100 N Main.Suite 105 Ann Sheeler Ayersman, = Northport M! 2 Melinda Jones Arbor.MI 48104 734-718-2705 mjones@releafmichigan org UTC Mapping/Analysis M EB PP 2017 Knox.Kub,Berlea Mueler a m W co UTCE.Broadway St Columbia, UTC Sheeler Ayersman, D no Columbia . e wa b a MO 64 Chad Hlk573 874-7201 ashen 2l@gocolumano corn Map gM pinalys s/Master CA,SE,M,EB.PP 2017 McMains on Cl) M0 6201 bPon Knox Kub.Beres .5 - - - - - -- -- m 121 5th Ave N Edmonds, UTC Sheeler Ayersman D Edmonds,WA 18 Shane Hope 425 771.0216 share hopeGedmonds.gov Mappirr Malys NMaster CA SE M,EB,PP 2017 Scott co CD WA 98020 PlanKnox.Kub,Beres A c 1 Plaza Patterson, �C Sheeler.Ayersman, O CD Patterson CA 6 Mana Enonas CA 20-895.8061 mencinasaci patterson ca. 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Gray Arbor,MI 48104 Knox,Kub,Genes Sheeler Grandville,MI a Melinda Jones 100 N.Main.Suite 105 734-718-2702 mjone releafmwhigan.arg UTC Mapping/Analysis M EB PP 2017 A te' Gray Arbor,MI 48104 Krox Kub,Benes Hudsonville,MI 4 Melinda,ores 100 N.Main Suite 105 Ann 734-718-2702 m reteafmohi an a UTC M Sheeler Ayersman' Arbor,MI 48104 lore A 9 apgnglAnalysis M,EB PP 2017 Knox Kub:Banes Gray Sparta.MI 2 Melinda,bree 100N.Main Suite 105 Are Sheeler 734-718-2702 mjones@releefmichigan.org UTC Mapping/Analysis MEG PP 2017 Aug' Gray Arbor,MI 48104 Knox Kub,Belles Tulsa Gouty.OK 587 Steve Grantham 11�5 Boston Ave Tulsa 918-610-8733 stev u trees.or Ma UTC Sheeler gyersman OK 74119 f g opt Plan �Master CA,SE,M,EB,PP 2016 Knox Kub,Beres McKeand Golden CO 10 Kim Southern 147011)tf St 303-384-8157 ksoullieSheeler Ayers ran' Golden.CO 80401 re@dtyofgolden.net UTC Mapping/Analysis ysis M.EB,PP 2016 Kw(Kub,Banes Md(eand A W DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 a a a a E Y E 6 gi ' ST gS St S eSGm 6S 66 it it it 5 % 6w it EA iA EA EA EA , - a a aEA El EA EA EA EA EA - �Y ' -2 2 2 Y X -Y Y LY - Y -Y 'Y g szg sc iA. 6 6 Li MY SY vJ SY 6 L r .J S O O O _ O O R O N : O - • f W a y! a a a a a a n a aa a a a a a a a ,,- 1 . kr a a a a m a a ro m a a w w ai a a m m w m w w m CD w g Ui _$ Wm w wm w El3w w m w w w 5 fi S 0 0 `w 6 6 a a a a a a n a a n S $ , j S $ $ $ > > > > > > N2, m co t • 7 a i ` , o i A - • t g s s s a & o E I E v FA F N ; <b h r. 8 I f in H H 7b _ H H cp `sg a8 ti og Y O ¢trl°z a2 6 &1= p ' as 9t lx : I�S— Nr — w N _ 1 3 _ a 3.=Z 0 R P 8R o ? 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Tab 2 RFQ 2021-207-AY:Urban Forestry Service 47 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 .r i• it Pt : * ice# . , --,:" .* . \ tt Po liS11 NO 41111111111111LW'IA Tab 3. Approach and Methodology RFQ 2021-207-AY: Urban Forestry Service Tab 3 RFQ 2021-207-AY:Urban Forestry Service 48 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 Urban Forestry Consultation A. Describe past examples of specialized tree canopy analysis conducted for other cities or government agencies. The following describes our work for the City of Asheville,NC,and the City of Miami Beach,FL.Other projects are presented in Tab 2. Also included in this section are descriptions of some of DRG's consulting services. Asheville,NC Urban Tree Canopy Assessment Asheville is known as a mountain town situated in the Blue Ridge Mountains. It is classified as Cfa, humid subtropical climate in the Koppen classification system. Summers are mild with average high temperatures in the mid-70s and average winter temperatures in the mid-30s. Snowfall is generally less than ten inches per winter season,with ice storms being the largest weather concern during the year.The Blue Ridge Mountains are part of the world's most biologically diverse deciduous forest ecoregion due to the geologic stability of the Appalachian range, untouched by glacial advances. Pine,oak, hickory,maple,birch,cedar,hemlock,spruce,and fir abound in the region. Trees are of paramount importance to Asheville as the forested mountains surrounding the city create a serene sense of place. Urban Tree Canopy and Geographic Information Systems As communities focus more attention on environmental sustainability, it is increasingly important that they understand the vital role that trees play in helping to achieve their goals.Geographic Information Systems(GIS) have become an important tool for urban forest managers to understand and communicate the value and benefits that urban trees provide to the community. Utilizing GIS to map tree canopy, conduct analyses,and understand the extent and location of tree canopy are paramount to identifying ways that trees and urban forest management activities can help meet community sustainability and resiliency goals.These goals can include: • Development of planting plans focused on the equitable distribution of tree canopy and its associated benefits • Stormwater management • Water resource and quality management • Impact and management of invasive species • Choosing the right tree for the right place • Proper tree care and management • Distribution of environmental benefits • Outreach and education The City of Asheville partnered with DRG to conduct a UTC assessment to better understand the city's urban tree canopy, establish baseline data on the extent of the urban forest, analyze canopy change over time, and quantify benefits. The UTC assessment took a bird's-eye view of the city to measure the layer of leaves,branches, and stems that cover the ground. It provided a baseline of information on the current UTC that the City of Asheville can use to monitor and measure canopy change, and guide management and tree planting efforts to achieve sustainability and resiliency goals. The data from this assessment was provided to the city to add to their GIS system. Tab 3 RFQ 2021-207-AY:Urban Forestry Service 49 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 The UTC assessment utilized high-resolution aerial imagery and infrared technology to remotely map all tree canopy and land cover within the borders of the City of Asheville.The assessment included the measurement of land cover classifications, including impervious surfaces, pervious surfaces, bare soils, and water to better understand the tree canopy and its relationship in Asheville. The results of the study provide a clear picture of the extent and distribution of Asheville's tree canopy. Incorporating the data from the UTC assessment into the city's GIS database will provide a foundation for developing community goals and urban forest policies,and can be used to determine: • The location and extent of canopy over time • The location of available planting space(potential planting area) • The best strategies to increase canopy in underserved areas The data, combined with existing and emerging urban forestry research and applications,can provide additional guidance for determining a balance between growth,preservation,and assessing urban forestry opportunities. Analysis Purpose The UTC assessment established tree canopy baseline information,quantified the current contributions of urban trees, and examined canopy gains and losses between 2008 and 2018.The intent of the analysis was to provide Asheville with data that will support efforts in developing community goals, prioritizing tree planting, establishing trees as important assets in the city's infrastructure system,and developing data-backed strategies and plans for Asheville's current and future urban forest.Asheville is encouraged to refer to these results, utilize the data for additional analyses, and continue to seek new tools and information to measure progress, report accomplishments,and inform management decisions. This study is the first step in developing and supporting Asheville's urban forestry program.The UTC data and maps,along with management tools,such as tree inventories,management plans,and master plans,are important components in developing a sustainable and resilient urban forest. Process and Methods The City of Asheville's UTC analysis was conducted by DRG using a well-established GIS-based process that utilized a variety of data, tools, and analytical methodologies from various sources, including United States Department of Agriculture aerial imagery, i-Tree Tools, census information,remote sensing technology,locally supplied information,scientific studies, and previous canopy analyses.These sources are referenced in the report DRG developed for the city. To begin the analysis a land cover extraction was completed using the 2018 60-cm National Agriculture Imagery Program(NAIP)photography.The canopy data from the land cover extraction were analyzed using i-Tree models to generate an estimate of ecosystem benefits provided by the existing tree canopy.The data were used to develop recommendations to achieve Asheville's goals of using trees to mitigate stormwater and improve air quality.As an added level of comparison, an i-Tree Canopy assessment, which closely reflected the results of the land cover extraction,was completed. Tab 3 RFQ 2021-207-AY:Urban Forestry Service 50 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321AO Accuracy Standard DRG manually edited and conducted thorough quality assurance and quality control(QA/QC)checks on all UTC and land cover layers.The QA/QC process was completed using ArcGIS to identify,clean,and correct any misclassification or topology errors in the final land cover dataset.DRG edited the initial land cover extractions in urban and rural areas at a 1:2,000 quality control scale, and woodland/forested areas at a 1:5,000 scale. The project attained a minimum of 95%user's accuracy for UTC and impervious classes and an overall accuracy of greater than or equal to 94%using a minimum mapping unit of 9 square miles. Xi Figure 6 highlights the areas of the City where canopy cover remained the same between 2(X/8-2018. The overall change in canopy from 2008-2018 was a loss of 6.496 Figure 7 Ls an inset of central.Asheville depicting any loss or gain per parcel. Losses are those areas with 11. negative change.gain.s are greater than 0%canopy change this is a per parcel change map,identifying which parcels are gaining or losing tree canopy. • n.' • • Canopy Change •:'T Consistent tree(anon, •' MB•201e Ca.opy Gaq. 1111 (Amps Covet 2008 - (amps Cover201N Figure 7 Inset of 2008 to 2018 Tree Canopy Loss or Gain per Parcel Figure 6 Asheville Tree Canopy Consistency Between 2008 to 2018. Davey Resource Group 9 October 2019 Miami Beach, Florida Urban Tree Canopy Analysis and Urban Forestry Consulting during the Master Plan Process The City of Miami Beach as a barrier island off the coast of Florida is witnessing first-hand the effects of climate change, sea-level rise, saltwater intrusion, flooding, king tides, and extreme storm events. In addressing these challenges and ensuring that Miami Beach is a dynamic and resilient coastal community, the city has become a pioneer in planning, developing, evaluating, and implementing innovative climate mitigation and adaptation strategies and solutions. One solution the city is interested in pursuing is the preservation and growth of Miami Beach's urban forest because of the effective role that trees have been proven to provide in mitigating the effects of climate change. Tab 3 RFQ 2021-207-AY:Urban Forestry Service 51 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 In 2019, DRG,in collaboration with Calvin,Giordano,and Associates,was engaged by the City of Miami Beach to develop the city's first Urban Forest Master Plan(UFMP).As part of the UFMP development process,DRG analyzed data for Miami Beach to understand the current state of the urban forest resource and the impacts climate change had on it and the community. Resource and data analysis completed by DRG for this project included: an urban heat island study tree canopy cover analysis by neighborhood,stormwater basin,land use;a historical tree canopy change analysis comparing tree canopy cover over three time periods;tree species diversity, composition, climate vulnerability, and pest and disease threats; and an i-Tree analysis of ecosystem benefits provided by the urban forest. The plan is a resource and its data analysis,completed by DRG,provided recommendations,action steps,tools, and strategies for Miami Beach to utilize to maximize the services the urban forest provides to the community. The plan was adopted by the City Council. DRG's Consulting Services DRG's Principal Consultant, Kerry Gray, is experienced with one-on-one as well as team-based urban forestry consulting in the municipal environment.She worked directly for the City of Miami Beach to develop the city's urban forestry master plan. Ms. Gray can help the city with specialized analysis,assessments,and problem-solving including,but not limited to: • Operations Review:Operational reviews evaluate many components of a community forestry program to make recommendations to increase effectiveness and efficiency through improvements in operational activities. Reviews provide summaries of existing conditions,identify gaps,and ultimately suggest goals, guidelines,and specific improvements that,once adopted,will help standardize and optimize community forestry program management and arboricultural practices. • Ordinance/Policy Review: Miami Beach's tree ordinance and primary policies, specifications, and other guidelines relating to public tree management will be reviewed by DRG's Certified Arborists/Municipal Specialists. A summary of findings will be made,as well as recommended changes or additions that will strengthen the policies so that they are consistent with current industry standards and practices, can address particular needs and will meet community goals. If needed,new ordinances,specifications,and policies can be drafted as an extension of this service. • Invasive Insect or Disease Management Strategy: Potential threats to the city's tree population can be identified and the fundamentals of an Integrated Pest Management applied to existing pests to extend the urban forest's sustainability. Discussions may include wood utilization, and how to effectively monitor the community, improve public education, manage tree debris, reforest after an infestation, and work with stakeholders. • Waste Wood Utilization Plan:Efficient utilization of waste wood can reduce costs for a community.Local needs and opportunities define the best management of this resource.An analysis of existing and future wood waste will be calculated.Based on the findings of the wood waste analysis,recommendations will be made to best utilize urban wood based on local resources and abilities. • Planting Plan:A sustainable community forest must be diverse,vigorous,and properly stocked.This goal is often accomplished by having a planting plan.A planting plan will inform and advise tree managers and other stakeholders on the overall capacity for new trees where tree canopy should be expanded,species diversity measures improved,and the best planting techniques utilized.From the inventory data or a UTC assessment, a plan can be developed that focuses on urban forest diversity issues,species selection,and design methods.Local needs,climate change,and environmental justice can inform the planting plan. • Tab 3 RFQ 2021-207-AY:Urban Forestry Service 52 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 • Urban Tree Canopy Assessment and Tree Inventory Data Analysis. Data analysis using existing tools and new assessments(as needed)to understand conditions,predict future scenarios,and develop solutions. • Storm Preparedness Plan: A Storm Response and Recovery Plan is a practical document that details policies and procedures to increase the efficiency and productivity of tree risk reduction and storm response operations. The Storm Response and Recovery Plan will address many components of the community forestry program, the city's emergency storm response system, and the role of the local, county,state,and federal government. Recommendations will range from overall management objectives to specific operational details, and from long-term management objectives to short-term program priorities. • Funding Analysis: A proactive and successful tree management program requires sufficient funding to accomplish priority work and to address other responsibilities, such as code enforcement, public education, and infrastructure project support. In this section,the current funding level and source(s)will be discussed and compared to the projected costs of completing tree pruning,removal,and planting tasks identified by the inventory. The funding needed for additional tree management program services or objectives, such as public outreach, new equipment purchases,and improved computer technology,can also be analyzed. The section will discuss budget shortfalls, offer options for additional revenue streams, and explain why proper tree management is a prudent and profitable investment strategy for Miami Beach. • Public Relations Plan:Citizens are truly the owners of the public forest;they literally own the majority of trees within the city limits found on private property. As such, community forest managers must take action to be leaders in public outreach and education. Having a strong public relations plan,along with the tools to make an impact, will help achieve communication goals. DRG will review current and potential partnerships for community engagement and citizen involvement opportunities. Suggestions will be provided for specific outreach projects,and fundamental public relations tools will be delivered. • Training: Basic training of responsible staff by DRG experts that will guide all those involved in the ongoing maintenance of the i-Tree Inventory and implementation of the management plan.Follow-up by DRG in the second or third year is also a grant-funded option to ensure positive long-term support. • Stakeholder Meetings: DRG can participate, lead, and/or otherwise facilitate stakeholder meetings for public education and outreach. In addition to our standard management plan sections,DRG can include additional customizable sections. • Custom solutions,as needed. Tab 3 RFQ 2021-207-AY:Urban Forestry Service 53 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 B. Describe the process by which the firm approaches the GIS inventory data collection and other advanced tree canopy analysis. UTC Work Plan Sub-Task 1.Communication „:, ? 4` t r 't h ; 4,, '../�r,� } During the UTC assessment, which we expect to last two to three `L j;'.� � ._ � 1 months,we expect to hold the following meetings and perform client ti4 1 • , .. communication: .4e. 4,: ' ' ',< '. 1. Remote Kick-Off Meeting ' •� �/�.-•` 2. E-mail or telephone communication reporting on the status of •` , ,..... ,<y '_ . . r the inventory, including quality control scores and priority / . f _. . . , :4. alerts :` JUL ,, , 3. Closeout meeting or call —4 •` etle• Sub-Task 2.Data Mining and Hardware Programming `" 2, . `/` f ,:� +• The next step is to obtain the GIS data and imagery needed.At this ,.• . ,'.• , time,we may contact you to confirm the data availability. o . • 4 , ' : '' ' 1 Sub-Task 3.Kick-Off Meeting / v s "' '0:".'' DRG staff will contact the city after contract execution to schedule a ��, '` ' ' -,, 4/1 kick-off meeting. During the kick-off meeting, Miami Beach's staff r and the DRG project team discuss communication procedures and , �4 �- confirm project expectations and milestones. 1 *ityippAltr / Sub-Task 4.Data Collection and Analysis 444441704( / 1 Conduct GIS mapping and analysis of land cover, tree canopy PP g Y metrics, change analysis, ecosystem services, planting plan, public .401 ,0:• health,social equity,and heat island analysis. r .`` '1'‘ 140,40,# Sub Task 5.Construct Assessment Files and Reports l• Development of a report that describes the major project findings from the urban tree canopy assessment tasks. Sub-Task 6.Quality Control A thorough assessment of all data,including land cover,census,public health,and benefits,will be checked by GIS analysts before submitting data to the report writing team.Quality control methods will be provided. Sub-Task 7.Project Close-Out Call Have an online final meeting to deliver data and any final questions about the analysis/report. Tab 3 RFQ 2021-207-AY:Urban Forestry Service 54 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 Land Cover Mapping Methods Using current imagery and GIS data layers available to DRG from the community and other agencies,DRG completes the UTC assessment identifying the current extent of the tree canopy as well as impervious surfaces, grass/open space,bare ground,and open water.DRG provides the city with ESRr shapefiles,metadata,and an Excer spreadsheet of the percent canopy cover containing data for up to eight(8)distinct geographies,such as parcel zoning, land use, neighborhood, and the watershed,etc. (GIS boundary layers are required).The UTC data can be used to quantify,for example: • The extent of canopy coverage for the incorporated areas of the communities • Tree canopy coverage by districts,wards,and sub-watersheds • Tree canopy coverage by parcel • Tree canopy cover by zoning or land use such as residential,commercial,multi-family,etc. • Tree canopy cover by land ownership Tree Canopy Benefits Air Quality r r .„ M. hi 414 MN et IN th i-Tree Canopy can be used to analyze the amount of "". m IR ri ' pollution removed by tree canopy. Recent ,r""'"" ZN '" N "' w m n w a+ innovations with the latest version of i-Tree Canopy , ;2. : allow the software model to generate the overall " ecosystem values for air quality. Results of thiscm*woo— analysis will be presented in the report developed by ->ris ;: ;, ,, �� ' DRG and can quantify the monetary and unit =~h+- no IN N h IIN values of pollution reduction for carbon monoxide, .......... 1r . ! 11, P. IN nitrogen dioxide, ozone, particulate matter, and ""'"'"' "' sulfur dioxide for public and private trees. • r g'F'� , siz Amiiii N' V` , , llik ..w r�.w... ... MAIM _ MOMS MY Tab 3 RFQ 2021-207-AY:Urban Forestry Service 55 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 — -- City of Largo, FL r, a " �s• , i L �jua i`� 1 x ;+x1 .:,..::* soir,Eir tr ... k .. • .: , .. u�.��M 3r az 0 !@ I j GriE ,25. 19'• I 7 ` r L 7111 ry , „, ,. c:! : — _ l ii,- • .:i EYE UM - 1 WEzn. Ism• Ix' °`i - s. r„ x,,, ESE u x,.,. , x7x • ter- ' -t- ,z-_ • zs, • Annual Air Quality �zz_. 3 I Benefits from Trees ,21 by Nock croup uo u.,a•I Si 000 -- -S. -SI.OW•rx000 rx soo-sumo •� NMI 93000.14.000 A ,�-+' owO 34 000 The map above relates tree canopy cover to annual air quality benefits. Carbon i-Tree Canopy can again be used to evaluate the carbon sequestration and storage services provided by the communities' tree canopy. The results of this analysis can be reported on and show how the amount of tree canopy influences carbon increases or reductions for public and private trees. Stormwater i-Tree Hydro can be used to capture stormwater interception. Per tree values can be used to extrapolate information from the public tree data to include private trees for an estimate of benefits across the entire urban forest. Pollution Assessment Using i-Tree Hydro, we can assess how changes in tree and impervious cover affect water quantity and quality within the community. Data spanning from a period can be analyzed to attain the average pollutant runoff within the city limits. Results of the assessment will be presented in the report that can be used to support decision-making aimed at reducing stormwater runoff and improving urban forests,environmental quality,and human health. Tab 3 RFQ 2021-207-AY:Urban Forestry Service 56 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 Priority Planting Opportunity Index DRG can locate"preferred planting areas."The identification of preferred planting areas considers land use and other factors such as approved community master planning that limit where trees may be planted.The preferred planting area analysis can be completed for the entire project area prioritized based on maximizing canopy benefits related to up to eight(8)of the following focal issues(parameters): • Socio-demographics and population density • Proximity to surface waters and impaired waterways • Topography,floodplains,and soil types • Public/private ownership • Linkages to greenways and other forest resources • Stormwater problem areas • Mitigating urban heat island effect DRG uses a combination of parameters obtained from discussion with the communities to determine planting objectives. Ultimately,each suitable planting area is divided into five priority categories ranging from Very Low to Very High based on Miami Beach's parameters. The protocols set by USDA Forest Service for a standard UTC assessment for mapping all possible planting areas include open ground such as golf courses, active agricultural fields, and sports fields. While it is theoretically possible that these pervious surfaces and land uses could represent future tree planting areas, it is often, and understandably so, not practical for a community to consider them for tree planting initiatives. DRG's Priority Planting Opportunity Index removes those areas, and other areas that the city directs us to, which are not practical for future tree planting, so your community has a realistic estimate of the amount of plantable space available. Urban Tree Canopy Change Assessment Land cover is a unique resource that has a high susceptibility to change due to the complexities arising from the myriad activities—anthropogenic and natural variation—it underpins.In our quest for development,we tend to vary the composition of the landscape to create conditions that would better serve our interests.These changes, however, pose potential threats to the ability of the land to support our activities. Consequently,there is the need to track the changes of the land cover and related effects and plan adequately to ensure that we attain our goals and objectives without compromising the ability of future generations to realize theirs. Utilizing the past UTC assessments,DRG can conduct a change assessment that will identify points of growth and loss. The analysis includes spatial change, acreage change, percent change, and absolute change for any geographies specified by the communities. DRG provides you with ESRI•shapefiles,metadata,and an Excel" spreadsheet of the percent canopy cover change containing data for up to eight(8)distinct geographies,such as parcel zoning,land use,neighborhood,and watershed,etc.(GIS boundary layers are required). Urban Forest Health Healthy vegetation contains more chlorophyll and therefore absorbs more light.Since healthy leaves absorb most of the visible light and reflect a large portion of the near-infrared light,the leaves of healthy vegetation are more pronounced than those on declining trees when viewing multispectral imagery.To assess urban forest health, DRG will use the most and freely available multispectral imagery and the Normalized Difference Vegetation Index (NDVI) to extract ratio values using the red and near-infrared bands. The NDVI values will then be normalized on a scale from 0-1 to isolate locations of tree canopy with reduced vigor compared to the surrounding tree canopy. Tab 3 RFQ 2021-207-AY:Urban Forestry Service 57 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321AO Tree inventory data will also be utilized with the multispectral analysis to assess: • Age and species of the urban forest • General structural condition of the tree • Pest and disease problems • Tree maintenance requirements The combination of both inventory data and remote sensing applications will give the city a solid understanding of the current health of their urban forest. This analysis will be segmented into different parts of the city and dissected for separate land use classes and natural areas. Heat Island and Surface Temperature Capturing land surface temperature is essential to monitoring heat islands,air quality,and overall well-being for residents. To establish an understanding of how urban tree canopy affects heat island,land surface temperature analysis conducted with Landsat 8 imagery during the late afternoon during summer conditions can be examined to determine the highest surface temperatures observed. Multiple years can be assessed to determine how heat islands have changed over time. Theoretically,this data would be correlated with areas of tree canopy reduction,but it could also lead to insight into other factors not yet known. Using the high-resolution data,an adjustment of the Landsat 8 land surface temperature can be done using tree cover data. Within an urban setting, small fragments of tree canopy are often misrepresented using 30-meter resolution Landsat data.Therefore,land surface emissivity can be derived using 1-meter NAIP imagery NDVI, and, then,resampled to 30-meter resolution using the Nearest Neighbor algorithm to provide a more accurate estimate of emissivity. This procedure corrects the issue of underrepresented areas that had established tree canopy but did not show up appropriately on the 30-meter Landsat 8 imagery.In past studies,this correction provided a small decrease in temperature for canopied areas and a small increase for impervious areas that were void of trees. Climate Change Analysis To better build climate resilience,it is critical to gain an in-depth knowledge of the hazards weather events pose to transportation,and built assets and infrastructure within the city.This information will be used to inform the planning process by providing two outcomes: 1. Identification of the main climate risks 2. Vulnerability of transportation,the built environment,and infrastructure due to imposing risks To assess climate change using technology,DRG will use the following modeling tools along with input from the city: Climate Explorer Tool DRG will obtain authoritative information about the climate pattern from the National Climate Assessment database and use climate prediction models, including the Climate Explorer Tool,to identify trends and related hazards such as temperature and extreme heat,precipitation,runoff and flooding,sea-level rise,and storm surge. Different scenarios will be explored based on greenhouse gases to model the projected climate. Tab 3 RFQ 2021-207-AY:Urban Forestry Service 58 DocuSign Envelope ID.DF335194-4ECF-4473-A6BE-A97747D321AO VAST To determine which of Miami Beach's transportation assets are most likely to be impacted by climate risks, DRG will model scenarios using the Vulnerability Assessment Scoring Tool (VAST) developed by the U.S. Department of Transportation. VAST was developed to allow users to conduct quantitative, indicator-based vulnerability assessments of transportation assets. Using VAST, assets which are close to a point where an incremental change would lead to a critical threshold where no remedial action could yield dividends,that asset would be marked as at-most-risk and closer to their tipping points.Assets that may be less impacted by changes are marked as to lower risk of loss. VCAPS To estimate risk,the probability of the loss of an asset,and the extent of the loss,DRG will use ESRI's ArcMap 10.5.1 and the Vulnerability, Consequences and Adaptation Planning Scenarios(VCAPS)Tool. Risk will be categorized as low,medium,and high using VCAPS.A risk matrix will be created using the following equation used in the 2014 State of Maryland Highway's vulnerability and criticality assessment: (probability of loss)X (magnitude of loss). Climate Change Analysis and Map Using the results from the modeling and studies, DRG will quantify the potential for tree loss due to identified risks as well as indicate where trees could be planted to address and mitigate climate change. The level of susceptibility of an asset to climate risks will be assessed and categorized as low,medium,and high based on their ability to withstand stress and adjust to climate risks. The vulnerability of an asset will be considered"high"if it has a high sensitivity to climate risks and low adaptive capacity. Mapping of vulnerability across the city would be done using Geographic Information System (GIS)and Remote Sensing techniques. Factors such as proximity to climate risk, soil composition, relief,erosion,topography, and hydrology will be considered in this assessment. Social Equity and Tree Canopy Comparison DRG can relate the current UTC to socio-demographic and economic data for the project area.Data from the 2020 census(or estimated from the five-year community survey)can be aggregated for census tracts and/or block groups to determine trends and correlations. This data can be used by the project area to prioritize the results of the UTC analysis even further. Data can be assessed on the block group or census tract level. Data will be analyzed to assess tree cover and tree cover change and how it relates to social vulnerability, equity, and community resilience. Typical analysis includes: • Canopy%vs.median household income • Canopy%vs.population density • Canopy%vs.ethnicity • Canopy%vs.age group • Canopy%vs.education • Additional descriptive statistics such as % renter and % homeowner, building value, building age,and%single-family homes can all be explored Tab 3 RFQ 2021-207-AY:Urban Forestry Service 59 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO Index of Need/Equity -• by Neighborhood City of Cleveland , `'S„ae,_ /� - A ='�� n9. 'f . E..1.1 G.ei.. rt..19 .•.,.•1 CIW-Sup.e.O. 19% or Goodmha(ol.na P• s's Mg uno.«say,! e Cuyahoga IEnywMi." 0 root ONO V.lyy 9vtNy inn,•. ....... i J9•w ,,,,, ry ]9 S% Sawa,.1 • 9'. Tram d,l . .'P�i•TT ...... t 1 w BrooMlyn `I 1 15•:.Pura. 1 ._.... 1, •mat, ..� I�`»eprr T�„ The map above relates tree canopy cover to social equity. Urban Tree Canopy Assessment Data Deliverables DRG delivers all GIS data in an ESRI ArcGIS®geodatabase in a projected coordinate system. Data sets will be delivered with projection files and metadata using Federal Geographic Data Committee(FGDC)specifications. In addition to the GIS data files,the following will also be delivered to Miami Beach: • Narrative of the classification methodology • Metadata that conform to both Miami Beach and FGDC Standards • Excel'spreadsheets containing land cover metrics,canopy change metrics and ordered studies Tab 3 RFQ 2021-207-AY:Urban Forestry Service 60 DocuSign Envelope ID: DF335194-4ECF-4473-A6BE-A97747D321AO TreeKeeeperCanopy Software TreeKeeper" Canopy is a unique and user-friendly web tool that streamlines viewing tree canopy assessment results.With TreeKeeper'Canopy,users can define measurable canopy goals and enact scenarios to reach those goals.The tool will enable the city to prioritize new planting locations,project and estimate future tree canopy benefits, and budget for tree planting costs.This web solution is a great planning tool and public education tool for municipalities. %Mom0 TreeKeeper Cngp agaillik►:°9 4 Tod°wit** slidi�.-: d t '" t 4i - Ote rre 0 q`Y L i o' '�- mod.. p.,_ ',ft.,. ...,t I RYmUta 0 8 , M 8 14,,,.9, 4 . 1 Pint 0 '- Q0 r 0: p°v' v iI ma e eY..r.. Paton : ; < : A , ..... /aa04 %7 YC rp,u 1f Gom I j (hb Tee Cray.4 99 94) :''' 4: 0 g :C 0 R , 0 J r1 ' D .,�eew�t.e,� F . � k` Pro. ; � U6rriNhenpy7lYarogKK) nes y. e�K� s ... i ® R,svLe Crew:At e,ixi 234 .�^- O tom*Camp Among,at 24% 1903 k{ett yew+cenye rsce Cla.9it"A.,: i.....' "e-xpy R2en thrye.:t, 9a C' •1 rfLQ ,141{ y.. G .s.�e.w. a7F1,,,,, ._ 4bKAA.O ro.na 220, �_ . I ph .nv.>,w ooeva ta c. U SI Z "-"�- tc 1. ° n •0114.1 Trw I .. 4 a.. S. > - it,: , *Sow w . v. 18 ac fir Tab 3 RFQ 2021-207-AY:Urban Forestry Service 61 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO Observe Prioritize Plant • Review tree canopy data • Integrate inventory data • Set tree canopy goals • Explore tree canopy from TreeKeeper' • Design and compare changes . Create strategies that scenarios • Select between multiple work for you • Project future tree layers • Customize the needs of canopy and benefits • Customizable attributes the community • Calculate tree planting • Determine planting • Collaborate with other costs opportunities stakeholders • Export data for reporting • Determine critical factors Tree Inventory Work Plan To ensure that the tree inventory meets the town's goals and deadlines,DRG uses the following work plan. Sub-Task 1.Communication During the inventory,which we expect to last two to three weeks,we expect to hold the following meetings and perform client communication: 1. Planning Meeting 2. On-Site Kick-Off Meeting 3. Weekly e-mail communication reporting on the status of the inventory,including quality control scores and priority alerts 4. Closeout meeting or call 5. As-needed e-mails or calls between field staff and town staff Sub-Task 2.Planning Meeting DRG staff will contact the town after contract execution to discuss the inventory's scope of work,available data, and schedule fieldwork. At this meeting,we will also discuss prioritizing the unit site count for data collection. Prioritizing data collection efforts will ensure key areas of the town are inventoried. Sub-Task 3.Data Mining and Hardware Programming The next step in the inventory process is to obtain the GIS data and imagery needed to set up the field computers used for data collection. DRG's urban foresters typically work with the town's GIS or planning department to complete this step.If necessary,we can get imagery from other public sources.DRG uses the data fields defined in this proposal and the imagery,maps,and data files obtained from the town and various sources to program the data collection software and field computers.At this time,we may contact you by phone to confirm the data attributes. Sub-Task 4.On-Site Kick-Off Meeting During the kick-off meeting, Miami Beach's staff and the DRG project team discuss inventory safety and communication procedures and confirm project expectations and milestones. If possible,DRG's urban foresters assess a few trees with town staff to ensure consistent assessment results. Tab 3 RFQ 2021-207-AY:Urban Forestry Service 62 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 Sub-Task 5.Data Collection DRG typically begins data collection after the kick-off meeting.Our experienced,qualified urban foresters locate trees,planting sites, and stumps(as specified)along maintained street ROWs and in public parks and properties, as specified,evaluate those trees,and record the data specified by the town.The collected data,once finalized,are Miami Beach's tree inventory database. Accessing Inventory Data DRG can provide access to the tree inventory data during data collection in TreeKeeper`° if the city uses our software. Location Accuracy DRG uses field computers and equipment that meet or exceed this project's location accuracy requirements. Having worked on thousands of tree inventory projects,DRG has found that using a combination of GIS and a customized data collection program provides the most exact data and the most efficient means for inventorying trees. DRG uses our in-house designed GIS software tool in conjunction with ruggedized computers with a GPS receiver to collect inventory data. Under favorable conditions, the equipment allows for sub-meter location accuracy of point data. Individual Tree Inspection Process During data collection, DRG's urban foresters walk by each tree and inspect the tree from the ground.Based on the conditions at the time of the inspection,DRG's staff identify the tree's species and its location,measure tree diameter, and rate its health. DRG's urban foresters also assess tree risk and suggest the specific maintenance involved in mitigating that risk as well as collecting all other information at this time.When data collection for an individual tree is complete, DRG's urban foresters walk to the next tree and follow the same steps, in the same order,to ensure consistent data collection. DRG formally routes the collection of inventory data to ensure that staff collect all the sites in the project area in a systematic manner. Throughout the inventory process,DRG maps the streets,parks,and properties inventoried and shares that information with the town. DRG also informs the City of Miami Beach where staff intend to collect data next. DRG's urban foresters collect data Monday through Friday and often on weekends with our clients'permission. Data Fields For Miami Beach's inventory,DRG will collect the data fields specified by Miami Beach which could include,but not be limited to,address(street address and X and Y coordinates),species,tree size,multi-stem tree,condition, maintenance needs, tree risk assessment and rating, hardscape damage, growing space type and size, overhead utilities,etc. DRG can collect the data fields Miami Beach has in their existing database. Upgrading the Inventory In addition to collecting trees, planting sites, and stumps, DRG can inventory other infrastructures that the town might be managing, such as shrub rows,woodlots,natural or environmentally sensitive areas,irrigation boxes, benches, signage, and turf. DRG's urban foresters can also take and link pictures to tree records. DRG can upgrade the town's inventory by changing the current scope of work or by further developing the project to have additional phases. Tab 3 RFQ 2021-207-AY:Urban Forestry Service 63 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 Tree Risk Assessment During the inventory,DRG's urban foresters perform an inspection of each tree that follows the ANSI tree risk assessment (ANSI 2017). For the town's inventory, DRG will complete a 360-degree ground-based visual inspection of the crown,trunk,trunk flare, above-ground roots, and site conditions around the tree in relation to targets. The assessment only includes conditions detected from the ground. Visual inspection does not include aerial or subterranean inspection, testing, or analysis unless stated in the scope of work. DRG is not responsible for the discovery or identification of non-visually observable,latent,dormant,or hidden conditions or hazards. If desired, DRG can provide additional levels of assessment or analysis for an additional fee that might help identify or further explore specific defects or tree conditions of interest. The specified period for the risk assessment is one year. The risk part of this inventory and evaluation is to keep in compliance with the most recent standards and practices in the arboricultural industry.It is important to note that DRG's inspections are"rapid assessments"and are meant to show a need for further study;the assessments are not legally binding in any litigation. Sub-Task 6.Inventory Close-Out At the end of the inventory project, DRG supplies a one-to two-page project close-out report which spells out the number and types of sites collected,provides information about the species composition and diameter size class distribution, and shows the amount and type of maintenance recommended during the inventory. We provide the report in PDF format within four weeks of inventory completion. Sub-Task 7.Tree Inventory Data Delivery For this project, Miami Beach may be eligible to receive tree inventory data in DRG's TreeKeeper'software. Standard inventory data formats include Excei' and ESRf shapefiles.If the city is using software to manage its existing inventory,then the city can upload the data we provide to them into that program since most industry software accepts shapefiles. If the city will require DRG to upload data into an asset management system or another software system,then in most cases,we can develop a solution or create a bridge,but we charge time and materials rates for each upload or the development of a system to bridge the software platforms. Other Formats If the City of Miami Beach needs the inventory data in different formats, such as Google Earth's KML, AutoCADr, or i-Tree, or for a particular asset management software program like CityWorks, Hansen, or Cartegraph,DRG can supply the inventory data in those formats for an added charge.Please contact DRG for more information about data formatting options and fees. October 7, 2021 Urban Tree Canopy Plan with a Tree Inventory 64 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 v W t ooe6 c,o Greensboro Priority `"4� /; Planting Sites G "`° nn s' A ry Priority • i o * Very High • r� F, `�/ b `'lJ 'Hokum IH High Qa 3 w`Ca„ • Moderate •.' Z� ��, • Low G ` ri • Very Low tt Tao J n I c; \it. 16111. OrNt$bo r+0. f. IIII, ass,. N.N\j\li 4 V Saran En,HERE,D•LMna.u9C:4.n !NSSE NT P N Can, Japan.MEP En CMM (Hdp Kahl.En Kcrea En(Tna.mn0!Ma boa NGCC C GpenStnetlWO<nntriEyb(f cc ass GIS UM,Cammwry The map above used a UTC assessment and a tree inventory to prioritize vacant planting sites in Greensboro,MD to reduce runoff October 7,2021 Urban Tree Canopy Plan with a Tree Inventory 65 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 r. City of Largo, FL.... """'. fr4 11:{ '.1':-A 7-'. ':.'. .. • ' , i]„ r,,,, aA •,,,, r r' r--1.i LI. r l►Ct . 1.I ! 7 �v 1 .• Irate' ' -;TSti -I /) 44 Ii • - ,3'" 4 • lc 7 •`-.' - 1. T Mn 43 ¢•+ 1 1' ! $r'"— I- ' : yr a-4 , -- J 3 --y r�j l rf a ,.y Urban Heat Stress I R ll�r� c " s J Lfr F in by Hot Spot Analysts r a1 .« _Very low Low NE.ry Mw A. •.a.....o.e.» ....,.:a.zs....ow The map above was created by DRG GIS experts to show urban heat island effects. October 7, 2021 Urban Tree Canopy Plan with a Tree Inventory 66 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321A0 B. Provide examples of the ftrm's quality control efforts to assure accuracy of data collected for advance tree canopy analysis. Quality Control and Assurance Plan (QAQC) WE TAKE YOUR DATA SERIOUSLY From the project's start to its finish, DRG focuses on the experience the town has working with DRG and the quality of the project's deliverables. To ensure a good working relationship throughout the project, DRG collaborates with the town early on to schedule fieldwork and meetings at mutually agreeable times and determine protocols for addressing questions and concerns that arise during data collection. DRG's staff also stay in contact with the town's staff during all phases of the project to keep the town informed of the project's status. Staffing A significant part of DRG's Quality Control and Assurance Plan(QAQC)is assigning the right staff to the job. Tree Inventory QAQC The following is an example of an inventory progress update, e-mailed on a set schedule such as weekly or bi-weekly,from DRG's urban forester to the client. INVENTORY PROGRESS UPDATE E-MAIL 1 Dear Valued Client: ! ! at ' ' v ' ' :III1UI Below is a recap of last week's inventory progress. So far, we have s ..- inventoried 3,161 sites. The map (right) shows our progress in Zone C. 111111 I NM WNW We also had a chance to do some in-the-field quality assurance last week(bottom).We audited 1%of the data collected last week and found � ' 111111 � � � � , �# no critical errors. 1„ We expect to wrap up data collection later this week.We predict that the ( 11 , 111 I ' remaining streets will have the same tree density, although the road running along the train tracks in the northeast may have slightly more trees. In all, we think that the total site count will be close to the ° 1,, • pre-project estimate of 3,800 sites. We will keep everyone apprised if this expectation changes. Katie will be on the ground this week, and Pete may come out to help with collection. If needed,they can be available for an in-person closing meeting. Otherwise,we can include the final site count and notes in a close-out e-mail. As far as data delivery, we expect it will take a few days for GIS quality control checks after data collection is complete. We will follow up with an e-mail when your final inventory dataset is available in TreeKeeper'. If you have any questions or concerns, please reach out to me. Thanks,Your DRG Urban Forester Inventory Statistics Site Count to Date Percent Complete Eqimatcd Iota)Site Count 3,161 8 3'!” 3,i;00 Quality Assurance Overall Critical Error Target Critical Score Overall Non-Critical Error Target Non-Critical Percent Audited Score Score Score 100`.', 98% 98% 95% 1% October 7, 2021 Urban Tree Canopy Plan with a Tree Inventory 67 DocuSign Envelope ID:DF335194-4ECF-4473-A6BE-A97747D321AO In addition to providing an excellent client experience and thorough communication,DRG takes measures to ensure the delivery of the entire scope of work.DRG's business development staff review the project's scope and provide a data specification, based on the project's contract, to DRG's in-house development team. DRG's development team consists of the inventory's project manager,and GIS and IT specialists.We review the scope of work again to ensure that the data fields and input codes match Miami Beach's specifications.Once the town approves the data specification,then DRG's GIS and IT staff program the field computers for data collection. Before the kick-off meeting,we check the field computers to make sure the computers are set up correctly and work properly.At the kick-off meeting,DRG reviews the project's work plan with the town,answers questions, and ensures that Miami Beach and DRG's urban foresters are on the same page concerning the project's expectations. Quality control and assurance continue during data collection. DRG's project manager and urban foresters use hot and cold data checks during fieldwork and encourage the town to do so as well. DRG regularly updates Miami Beach on the project's status and makes the town aware of any situations that may need immediate attention. At the end of the project, DRG's IT specialists run computer diagnostics on the inventory data to make sure the data are clean. Finally, DRG answers any questions the town has about the data and our TreeKeeper°"software and verifies Miami Beach's satisfaction with DRG's work. UTC Assessment QA/QC Accuracy Standards DRG manually edits and conducts thorough quality assurance and quality control (QA/QC) checks on all UTC and land cover layers.A QA/QC process will be completed using ArcGIS to identify,clean,and correct any misclassification or topology errors in the final land cover dataset. DRG edits the initial land cover extractions in urban and rural areas at a 1:2,000 quality control scale,and woodland/forested areas at a 1:5,000 scale. The project will attain a minimum of 95%user's accuracy for UTC and impervious classes and an overall accuracy of greater than or equal to 94%. Grass&Low- TreeClasses Impervious Lying Bare Soils Open Water Row Total Producers Errors of Canopy Surfaces Vegetation Accuracy Omission • Tree Canopy I 202 1 16 0 0 219 92.24% 7.76% o Impervious 0 329 2 0 0 331 99.40% 0.60% v c Grass/Vegetation 7 9 302 0 0 318 94.97% 5.03% a Bare Soils 0 6 5 95 0 106 89.62% 10.38% L Water 0 0 1 0 25 26 96.15% 3.85% Column Total 209 345 326 95 25 1000 r User's Accuracy 96.65% 95.36% 92.64% 100.00% 100.00% Overall Accuracy 95.30% Errors of Commission 3.35% 4.64% 7.36% 0.00% 0.00% Kappa Coefficient 0.9352 Project QA/QC plan distribution will be shared with all entities associated through the project and distributed by DRG. This would include the accuracy assessment and QA/QC protocol set forth by DRG for all tree canopy assessment studies. These protocols follow USDA Forest Service standards for completing tree canopy assessments. Urban Tree Canopy Assessment Design and Model:https://www.srs.fs.usda.gov/pubs/FS/fs 1121.pdf Tree Canopy Assessments:https://www.nrs.fs.fed.us/urban/utc/ October 7, 2021 Urban Tree Canopy Plan with a Tree Inventory 68 DocuSign Envelope ID DF335194-4ECF-4473-A6BE-A97747D321A0 Data Requirements:https://www.nrs.fs.fed.us/urban/utc/data/ Priority Planting Methods: https://www.nrs.fs.fed.us/urban/utc/local-resources/down loads/PrioritizationExplanation.pdf DRG has been conducting these studies since 2008 and has completed over 190 studies to date. For all data produced,DRG provides detailed metadata files that accompany each layer and includes a description,date of creation, creator, contact information, and attribute descriptions. Additional information for accuracy is also listed in the metadata files. C. Describe past experiences with advance tree risk assessments including examples that may have been used as part of legal proceeding. At this time,we are not submitting qualifications for this task. D. Describe the firm's process in preparing an in-depth tree resource evaluation. Provide detailed information that will be included within an advance tree resource evaluation? At this time,we are not submitting qualifications for this task. E. Provide examples of advance tree preservation methods prescribed in past experiences. At this time,we are not submitting qualifications for this task. F. Provide examples of the outcome of these preservation efforts. At this time,we are not submitting qualifications for this task. Advance Tree Care A. Describe past experiences with advance tree work conducted;including but not limited to;cabling, construction, and installation of tree support systems, air excavation efforts, and soil amendments. Provide examples of types of advance tree work provided. At this time,we are not submitting qualifications for this task. B. Describe firm's process in approaching advance tree care work. At this time,we are not submitting qualifications for this task. C. Show proof of the necessary pest control licenses to apply pesticides in public ROW. At this time,we are not submitting qualifications for this task. D. Provide proof of ownership of tree care equipment including but not limited to Aerial Lifts, Tree Chippers, Grappler Truck, Chainsaw, and other tree pruning equipment. At this time,we are not submitting qualifications for this task. October 7, 2021 Urban Tree Canopy Plan with a Tree Inventory 69