HomeMy WebLinkAbout07-01-2020 M&CC Agenda PacketCITY OF SAN BERNARDINO
AGENDA
FOR THE
REGULAR MEETING OF THE MAYOR AND CITY COUNCIL
OF THE CITY OF SAN BERNARDINO, MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS
THE SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY, MAYOR AND CITY COUNCIL OF THE CITY OF SAN
BERNARDINO ACTING AS THE SUCCESSOR HOUSING AGENCY TO THE REDEVELOPMENT AGENCY, AND MAYOR
AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE HOUSING AUTHORITY
WEDNESDAY, JULY 1, 2020
5:30 PM – CLOSED SESSION 7:00 PM – OPEN SESSION
W EB-CONFERENCE • VIA ZOOM • WWW.SBCITY.ORG
IMPORTANT COVID-19 NOTICE
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http://edocs.sbcity.org/WebLink/Browse.aspx?id=4077697&dbid=0&repo=SB
John Valdivia James
Mulvihill
Regular Meeting Agenda July 1, 2020
Mayor and City Council of the City of San Bernardino Page 2 Printed 6/26/2020
Theodore Sanchez John Valdivia James Mulvihill
MAYOR PRO-TEM, WARD 1 MAYOR COUNCIL MEMBER, WARD 7
Sandra Ibarra
Teri Ledoux
COUNCIL MEMBER, W ARD 2 CITY MANAGER
Juan Figueroa Sonia Carvalho
COUNCIL MEMBER, W ARD 3
CITY ATTORNEY
Fred Shorett Genoveva Rocha
COUNCIL MEMBER, W ARD 4 ACTING CITY CLERK
Henry Nickel
COUNCIL MEMBER, W ARD 5
Bessine L. Richard
COUNCIL MEMBER, W ARD 6
CITY
ATTORNEY
Welcome to a meeting of the Mayor and City Council of the City of San Bernardino.
o Please contact the City Clerk’s Office (909) 384-5002 two working days prior to the meeting for any
requests for reasonable accommodation to include interpreters.
o All documents for public review are on file with the City Clerk’s Office or may be accessed online by
going to www.sbcity.org.
Call to Order
Attendee Name Present Absent Late Arrived
Mayor Pro-Tem, Ward 1 Theodore Sanchez
Council Member, Ward 2 Sandra Ibarra
Council Member, Ward 3 Juan Figueroa
Council Member, Ward 4 Fred Shorett
Council Member, Ward 5 Henry Nickel
Council Member, Ward 6 Bessine L. Richard
Council Member, Ward 7 James Mulvihill
Mayor John Valdivia
Acting City Clerk Genoveva Rocha
City Attorney Sonia Carvalho
City Manager Teri Ledoux
Regular Meeting Agenda July 1, 2020
Mayor and City Council of the City of San Bernardino Page 3 Printed 6/26/2020
5:30 P.M.
CLOSED SESSION PUBLIC COMMENT
CLOSED SESSION
(A) PUBLIC EMPLOYEE PERFORMANCE EVALUATION (Pursuant to
Government Code Section 54957(b)(1)): City Manager. Initiated by City
Manager.
(B) CONFERENCE WITH REAL PROPERTY NEGOTIATORS - Pursuant to
Government Code Section 54956.8:
Property Address: One (1) parcel, approximately 0.17 acres, of vacant
real property located at 1246 Wall Avenue, APN 0146-241-07
Agency Negotiator: Teri Ledoux, City Manager
Negotiating Buyer: Jeannette Okada
Under Negotiation: Price and Terms of Purchase
7:00 P.M.
INVOCATION AND PLEDGE OF ALLEGIANCE
CLOSED SESSION REPORT
PUBLIC COMMENTS FOR ITEMS LISTED AND NOT LISTED ON THE AGENDA
STAFF REPORTS
1. Fiscal Year 2020/21 Solid Waste Rate Increase
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, receive and file the attached Solid Waste Rates for Fiscal Year 2020/21.
2. Proposed Community Facilities District No. 2020-1 (Rancho Palma)
Recommendation
Adopt Resolution No. 2020-149 of the Mayor and City Council of the City of San
Bernardino, California, Declaring Intention to Establish Proposed Community
Facilities District No. 2020-1 (Rancho Palma) of the City of San Bernardino and
approve Resolution No. 2020-150 of the Mayor and City Council of the City of San
Bernardino, California, Declaring Necessity to Incur a Bonded Indebtedness of
Proposed Community Facilities District No. 2020-1 (Rancho Palma) of the City of
San Bernardino.
Regular Meeting Agenda July 1, 2020
Mayor and City Council of the City of San Bernardino Page 4 Printed 6/26/2020
3. Lease Extension Agreement - Vanir Tower Building, Inc.
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino
adopt Resolution 2020-157 authorizing the City Manager to execute Amendment
No. 2 to the Lease Agreement with Vanir Tower Building, Inc., at 290 North D
Street, San Bernardino, California, extending the Lease Agreement through June
30, 2021, and authorizing the Director of Finance to record budget adjustments, as
necessary, in support of costs related to vacating rental space as provided in the
Second Amendment.
PUBLIC HEARINGS
4. Public Hearing and Resolution to Determine and Confirm Assessments and
Proceedings for Unpaid Solid Waste Collection Services
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Hold a Public Hearing; and
2. Adopt Resolution No. 2020-151 of the Mayor and City Council of the City of San
Bernardino, California, making determinations and confirming assessments and
proceedings for unpaid solid waste collection services.
CONSENT CALENDAR
5. May 31, 2020 Civil Unrest Update
Recommendation
That the Mayor and City Council of the City of San Bernardino, California, receive
and file an update on the Civil Unrest of May 31, 2020.
6. 2020 Action Plan Update
Recommendation
That the Mayor and City Council receive and file the 2020 Action Plan Update.
7. Approval of Commercial and Payroll Disbursements
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, approve the commercial and payroll disbursements for May and June
2020.
8. Resolution Declaring Intent to Annex Territory: Community Facilities District
No. 2018-1 (Safety Services) Annexation No. 1, (TR 20006) APNs 0261 -181-16
and -17
Regular Meeting Agenda July 1, 2020
Mayor and City Council of the City of San Bernardino Page 5 Printed 6/26/2020
Recommendation
Adopt Resolution No. 2020-152 of the Mayor and City Council of the City of San
Bernardino, California, declaring its intention to consider annexing territory to
Community Facilities District No. 2018-1 (Safety Services) of the City of San
Bernardino, adopting a map of the area to be proposed (Annexation No. 1) and
authorizing the levy of special taxes therein.
9. Resolution Awarding a Maintenance Services Contract with West Coast
Arborists, Inc. for Citywide Tree Maintenance Services
Recommendation
It is respectfully recommended that the Mayor and City Council of the City of San
Bernardino, California, adopt Resolution 2020-154:
1. Awarding a Maintenance Service Contract ("Contract") with West Coast
Arborists, Inc. (“WCA”) for citywide tree maintenance services in a total contract
amount not to exceed $1,200,000 (to include $600,000 for general City tree
trimming services and $600,000 for landscape district supported services),
effective July 1, 2020 through June 30, 2023 with 3 (three) one -year options to
extend; and
2. Authorizing the City Manager to execute the Contract; and
3. Authorizing the Director of Finance to record budget adjustments in relation to
the Landscape Maintenance District Fund No. 254, as necessary, to support the
contract services contingent upon approval of FY 2020/21 and future budgets;
and
4. Authorizing the Director of Finance to issue a purchase order in the support of
the contract.
10. Resolution Declaring Intent to Annex Territory into Community Facilities
District No. 2019-1 (Maintenance Services): Annexation No. 5, Tax Zone No. 6
(PM 19701) Parcel No. 3
Recommendation
Adopt Resolution No. 2020-155 of the Mayor and City Council of the City of San
Bernardino, California, declaring its intention to annex territory into Community
Facilities District No. 2019-1 (Maintenance Services) of the City of San Be rnardino,
adopting a map of the area to be proposed (Annexation No. 5) and authorizing the
levy of a special taxes therein.
11. Resolution Awarding a Construction Contract to American Asphalt South,
Inc., for Citywide Pavement Rehabilitation Slurry/Crack Seal Project
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2020-156:
Regular Meeting Agenda July 1, 2020
Mayor and City Council of the City of San Bernardino Page 6 Printed 6/26/2020
1. Approving a total project budget in the amount of $704,661 for a construction
contract in the amount of $631,510, project contingencies in the amount of
$63,151, and engineering and inspection budgets in the amount of $10,000 , for
collective costs for a Citywide Pavement Rehabilitation Slurry/Crack Seal
(“Project”); and
2. Approving the award of a Construction Contract with American Asphalt South,
Inc. of Fontana, California, in the amount of $631,510; and
3. Authorizing the Director of Finance to amend the FY 2019/20 adopted budget to
allocate $60,570 in Measure I Funds (Fund 129) to the Project; and
4. Authorizing the City Manager or designee to expend the contingency fund, if
necessary, to complete the project.
ITEMS TO BE REFERRED TO COMMITTEE
REPORTS ON CONFERENCES/MEETINGS ATTENDED
ADJOURNMENT
The Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to
the Redevelopment Agency will adjourn to a Special Closed Session that will be held on
Monday, July 6, 2020, in the Multi-Purpose room located at 201 B North “E” Street. The Special
Closed Session will begin at 5:30 p.m.
CERTIFICATION OF POSTING AGENDA
I, Genoveva Rocha, CMC, Acting City Clerk for the City of San Bernardino, California, hereby
certify that the agenda for the July 1, 2020, Regular Meeting of the Mayor and City Council and
the Mayor and City Council acting as the Successor Agency to the Redevelopment Agency was
posted on the City’s bulletin board located at 201 North “E” Street, San Bernardino, California,
at the San Bernardino Public Library located at 555 West 6th Street, San Bernardino, California,
and on the City’s website sbcity.org on Friday, June 26, 2020 .
I declare under the penalty of perjury that the foregoing is true and correct.
___________________________________
Genoveva Rocha, CMC, Acting City Clerk
Regular Meeting Agenda July 1, 2020
Mayor and City Council of the City of San Bernardino Page 7 Printed 6/26/2020
NOTICE:
The Mayor and City Council and the Mayor and City Council Acting as the Successor
Agency to the Redevelopment Agency may refer any item raised by the public to staff,
or to any commission, board, bureau, or committee for appropriate action or have the
item placed on the next agenda of the Mayor and City Council and the Mayor and City
Council Acting as the Successor Agency to the Redevelopment Agency. However, no
other action shall be taken nor discussion held by the Mayor and City Council and the
Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency
on any item which does not appear on the agenda unless the action is otherwise
authorized in accordance with the provisions of subdivision (b) of Section 54954.2 of the
Government Code.
Public comments will not be received on any item on the agenda when a public hearing
has been conducted and closed.
Page 1
Consent Calendar
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Kris Jensen, Director of Public Works
Subject: Fiscal Year 2020/21 Solid Waste Rate Increase
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, receive and file the attached Solid Waste Rates for Fiscal Year 2020/21.
Background
On January 19, 2016, the Mayor and City Council adopted Resolution No. 2016-10
approving a 10 year exclusive Franchise Agreement ("Agreement") with Burrtec Waste
Industries, Inc. (Burrtec) to provide refuse and recycling, street sweeping, and right -of-
way clean-up services within the City of San Bernardino. The Agreement establishes
Maximum Permitted Service Rates (MPSR) to ensure that Burrtec is able to fund the
costs of providing safe and reliable solid waste collection, processing and disposal
services while at the same time protecting the residents and businesses from
unreasonable rate increases. The MPSR is the maximum rate Burrtec may charge City
of San Bernardino customers for provision of solid waste services.
Discussion
On February 27, 2020, the City received a request from Burrtec for the Annual
Adjustment for Refuse Collection Rates for Fiscal Year 2020/21 (Attachment 1) in
compliance with the terms of the Agreement. In accordance with Section 21.1.3 -
Adjustments to Maximum Permitted Service Rates of the Agreement, Burrtec is
requesting an increase of 3.07% to refuse and recycling rates for Fiscal Year 2020/21
based on the Consumer Price Index (CPI) calculation established in the Agreement.
Staff has reviewed and verified the accuracy of the CPI increase calculation and has
acknowledged the accuracy finding with Burrtec as required by the Agreement.
Burrtec has also requested that the City consider implementation of pass -through cost
adjustments related to escalating disposal and material processing costs. Since
receiving this request from Burrtec, staff and Burrtec have held multiple discussions and
have mutually agreed that the CPI increase will be the only rate adjustment effective in
July 2020. Discussions will continue to be held between City staff and Burrtec related to
pass-through adjustments and additional City requested service level offerings in the
coming months.
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On June 10, 2020, at the request of the City, Burrtec prepared and mailed a courtesy
notice to all City of San Bernardino solid waste customers informing them of the
upcoming CPI adjustment and its effective date 30 days from the courtesy notice date
on July 10, 2020. This notice was requested by the City on the advice of legal counsel
to ensure compliance with government codes pertaining to the provision of a customer
notification prior to implementation of a previously-approved CPI increase. This
requirement is in addition to the previously performed Proposition 218 Public Notice
requirements completed in 2018 and again in 2019 to establish the MPSR for solid
waste services through FY 2021/22.
The adjusted Solid Waste Rates for FY 2020/21 are included with this report as
Attachment 2. CPI adjustments to Solid Waste Rates do not require an action or
approval of Mayor and City Council as the MPSR were already noticed and approved.
The adjusted rates are being provided as an informational item to be received and filed
by the City.
2020-2025 Key Strategic Targets and Goals
CPI adjustment to Solid Waste Rates for FY 2020/21 is in alignment with Key Target
No. 1d: Financial Stability by minimizing risk and litigation exposure and ensuring that
implementation of solid waste rate adjustments are compliant with Section 21.1.3 -
Adjustments to Maximum Permitted Service Rates of the Franchise Agreement between
the City and Burrtec.
Fiscal Impact
Adjustments that increase the Maximum Permissible Service Rates are also applicable
to various fee payments received by the City from Burrtec as required by the Franchise
Agreement.
Conclusion
It is recommended that the Mayor a nd City Council of the City of San Bernardino,
California, receive and file the attached Solid Waste Rates for Fiscal Year 2020/21.
Attachments
Attachment 1 Burrtec Request for Annual Adjustment dated February 27, 2020
Attachment 2 Solid Waste Rates Fiscal Year 2020/21
Ward: All
Synopsis of Previous Council Actions:
January 25, 2016 Resolution No. 2016-10 of the Mayor and City Council of City of
San Bernardino Approving a Ten Year Agreement with Burrtec
Waste Industries, Inc. to provide Refuse and Recycling, Street
Sweeping and Right-of-Way Clean Up Services to the City.
January 3, 2018 Resolution of the Mayor and City Council of the City of San
Bernardino, California setting a public hearing for 5:00 PM on
February 21, 2018, or once noticing require ments are determined
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to be satisfied by the City Manager, to consider adjustments to the
Maximum Permitted Service Rates for solid waste processing,
recycling, and disposal services.
June 19, 2019 Resolution No. 2019-157 of the Mayor and City Council of the City
of San Bernardino, declaring the result of the Proposition 218
protest count for the maximum permitted service rates for the
collection, processing, disposal and related services for FY
2019/20.
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1.a
Packet Pg. 11 Attachment: Annual Refuse Rate Adjustment 2.27.20. Attachment 1 (6790 : Fiscal Year 2020/21 Solid Waste Rate Increase)
1.b
Packet Pg. 12 Attachment: Burrtec Proposed 2020-21 SW Rates.Attachment 2 (6790 : Fiscal Year 2020/21 Solid Waste Rate Increase)
1.b
Packet Pg. 13 Attachment: Burrtec Proposed 2020-21 SW Rates.Attachment 2 (6790 : Fiscal Year 2020/21 Solid Waste Rate Increase)
Page 1
Staff Report
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Paul Espinoza, Finance Director
Subject: Proposed Community Facilities District No. 2020-1 (Rancho
Palma)
Recommendation
Adopt Resolution No. 2020-149 of the Mayor and City Council of the City of San
Bernardino, California, Declaring Intention to Establish Proposed Community Facilities
District No. 2020-1 (Rancho Palma) of the City of San Bernardino and approve
Resolution No. 2020-150 of the Mayor and City Council of the City of San Bernardino,
California, Declaring Necessity to Incur a Bonded Indebtedness of Proposed
Community Facilities District No. 2020-1 (Rancho Palma) of the City of San Bernardino.
Background
The City has received a petition from TH RANCHO PALMA, LLC, the owner and
developer of APN Nos. 0261-181-16 and 0261-181-17 (the “Property”),
requesting the formation of the proposed community facilities district, encompassing the
Property, to finance:
a) Water system facilities, including capacity in existing facilities, and sewer system
facilities, capacity in existing facilities and sewage treatment and disposal
capacity, storm drain improvements and transportation improvements, including
street and traffic improvements of the City and such other improvements
authorized by the Act; and
b) The incidental expenses proposed to be incurred are: (i) the cost of planning and
designing the public facilities and the cost of environmental evaluations thereof,
(ii) all costs associated with the formation of the proposed community facilities
district, the issuance of the bonds thereof, the determination of the amount of and
collection of special taxes, the payment of special taxes, and costs otherwise
incurred in order to carry out the authorized purposes of the proposed community
facilities district, and (iii) any other expenses incidental to the construction,
completion, and inspection of the public f acilities.
Discussion
Approval of the resolutions described above is the first step to establishing the proposed
community facilities district for the Property. The resolutions:
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approve the boundaries of the proposed community facilities district;
specify the Facilities to be financed;
specify that special taxes will be levied on all parcels of taxable property in the
proposed community facilities district to pay principal of and interest on the bonds
of the district which will be issued to finance the Facilities,
declare the necessity to incur bonded indebtedness; and
schedule public hearings regarding the formation of the community facilities
district and the necessity to incur bonded indebtedness; and
approves the amendment of the City’s local CFD goals and policies
The final steps for the formation of the proposed community facilities district will occur at
the Mayor and City Council meeting on August 5, 2020. The Mayor and the City
Council will conduct a public hearing on such day and following the public hearing may
adopt resolutions to form the proposed community facilities district, determine the
necessity to incur bonded indebtedness and call a special election of the qualified
voters to approve the levy of special taxes and incur b onded indebtedness, conduct a
special election and declare election results.
2020-2025 Key Strategic Targets and Goals
The adoption of Resolution No. 2020-149 and Resolution No. 2020-150 align with Key
Target No. 1: Financial Stability, by securing a long term revenue source.
Fiscal Impact
The developer has made a deposit to pay for the costs of the formation proceedings ,
which may be reimbursed to TH Rancho Palma, LLC, in accordance with the
reimbursement agreement on file with the City Clerk. CFD No. 2020-1 will annually levy
special taxes on all of the taxable property within CFD No. 2020 -1 in accordance with
the RMA in order to pay for the costs of facilities, debt service on bonds and
administration of CFD No. 2020-1. Any bonds issued by CFD No. 2020-1 are not
obligations of the City and will be secured solely by the Special Taxes levied in CFD No.
2020-1.
The RMA provides that the annual special tax rates will range from $1,880 for home
sizes less than 2,100 square feet to $2,525 for home sizes greater than 2,999 square
feet.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2020-149, Declaring Intention to Establish Proposed
Community Facilities District No. 2020-1 (Rancho Palma) of the City of San Bernardino
and adopt Resolution No. 2020-150, California, Declaring Necessity to Incur a Bonded
Indebtedness of Proposed Community Facilities District No. 2020-1 (Rancho Palma) of
the City of San Bernardino.
Attachments
Attachment 1 Resolution No. 2020-149 Declaring Intention to Establish Proposed
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Community Facilities District No. 2020-1 (Rancho Palma) of
Intention; Exhibit “A” - Rate and Method of Apportionment for CFD
2020-1 (Rancho Palma)
Attachment 2 Resolution No. 2020-150 Declaring Necessity to Incur Bonded
Indebtedness; Exhibit “A” - Proposed Types of Public Facilities to
be Financed
Attachment 3 Boundary Map of Community Facilities District 2020-1 (Rancho
Palma)
Attachment 4 Goals and Policies for all Community Facilities Districts of the City
of San Bernardino
Ward: 5
Synopsis of Previous Council Actions: None.
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RESOLUTION NO. 2020-149
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
DECLARING INTENTION TO ESTABLISH PROPOSED
COMMUNITY FACILITIES DISTRICT NO. 2020-1
(RANCHO PALMA) OF THE CITY OF SAN BERNARDINO
WHEREAS, the City Council (the “City Council”) of the City of San Bernardino (the
“City”) has received a written petition from TH Rancho Palma, LLC, a Delaware limited liability
company (the “Owner”), the owner of certain real property within the City of San Bernardino
(the “City”) requesting that the City Council initiate proceedings for the formation of a
community facilities district, pursuant to Chapter 2.5 (commencing with Section 53311) of Part 1
of Division 2 of Title 5 of the California Government Code, commonly known as the “Mello-
Roos Community Facilities Act of 1982,” (the “Act”) for the purpose of financing the public
facilities which are necessary to meet increased demands placed upon the City as a result of the
development of said real property; and
WHEREAS, the Owner is the owner of all of the property which is proposed to be
included within the proposed community facilities district; and
WHEREAS, the Act provides that the City Council may initiate proceedings to establish
a community facilities district only if it has first considered and adopted local goals and policies
concerning the use of community facilities districts; and
WHEREAS, the City Council has been presented with its Local Goals and Policies for
all Community Facilities Districts of the City of San Bernardino (the “Policies”) for
consideration, and the proposed public facilities comply with the Policies; and
WHEREAS, pursuant to Section 53320 of the Act, having received such a petition, the
City Council is required to institute proceedings for the formation of the proposed community
facilities district by the adoption of a resolution of intention pursuant to Section 53321 of the
Act.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. Findings. The City Council finds that the foregoing recitals are correct.
SECTION 2. Proposed Community Facilities District. A community facilities district is
proposed to be established under the provisions of the Act. The name proposed for the
community facilities district is “Community Facilities District No. 2020-1 (Rancho Palma) of the
City of San Bernardino, County of San Bernardino, State of California” herein referred to as
CFD No. 2020-1.
SECTION 3. Description and Map of Boundaries. The boundaries of the proposed CFD
No. 2020-1 are described and shown on the map entitled “Proposed Boundary Map Community
Facilities District No. 2020-1 (Rancho Palma) of the City of San Bernardino, County of San
2.a
Packet Pg. 17 Attachment: FN. San Bernardino CFD 2020-1 (Rancho Palma) - Resolution of Intention-Attachment #1 (6791 : Proposed Community Facilities
Resolution No. 2020-149
Bernardino, State of California,” which is on file with the City Clerk. Said map is approved and,
pursuant to Section 3110 of the California Streets and Highways Code, the City Clerk shall, after
conforming with the other requirements of Section 3111 of said Code, record the original of said
map in her office, and not later than 15 days prior to the date of the public hearing set forth in
Section 10 hereof shall file a copy of said map with the County Recorder of the County of San
Bernardino.
SECTION 4. Types of Facilities; Incidental Expenses.
The types of public Facilities proposed to be provided for and financed by the proposed
CFD 2020-1 (the “Facilities”) are:
(a) water system facilities, including capacity in existing facilities, and sewer system
facilities, including capacity in existing facilities and sewage treatment and disposal capacity,
storm drain improvements and transportation improvements, including street and traffic
improvements of the City and such other improvements authorized by the Act; and
(b) The incidental expenses which will be incurred are: (i) the cost of planning and
designing the public facilities and the cost of environmental evaluations thereof, (ii) all costs
associated with the formation of the proposed community facilities district, the issuance of the
bonds thereof, the determination of the amount of and collection of special taxes, the payment of
special taxes, and costs otherwise incurred in order to carry out the authorized purposes of the
community facilities district, and (iii) any other expenses incidental to the construction,
completion, and inspection of the public facilities (the “Incidental Expense”).
SECTION 5. Special Taxes. Except where funds are otherwise available, a special tax
sufficient to finance the Facilities and related Incidental Expenses secured by the recordation of a
continuing lien against all taxable or nonexempt property in CFD No. 2020-1, shall be annually
levied within CFD No. 2020-1.
Under no circumstances will Special Taxes levied in any fiscal year against any parcel
used for private residential purposes be increased as consequence of delinquency or default by
the owner of any other parcel or parcels within CFD No. 2020-1 by more than 10 percent (10%)
above the amount that would have been levied in that fiscal year had there never been any such
delinquencies or defaults. A parcel shall be considered “used for private residential purposes” not
later than the date on which an occupancy permit or the equivalent for private residential use is
issued and for such parcel.
For further particulars as to the rate and method of apportionment of the Special Taxes to
be levied on parcels of taxable property in CFD No. 2020-1 reference is made to the attached and
incorporated Exhibit A (the “Rate and Method”) which sets forth in sufficient detail the rate and
method of apportionment of the Special Taxes to allow each landowner or resident within CFD
No. 2020-1 to clearly estimate the maximum amount that such person will have to pay.
The conditions under which the obligation to pay Special Taxes may be prepaid and
permanently satisfied are as set forth in the Rate and Method.
2.a
Packet Pg. 18 Attachment: FN. San Bernardino CFD 2020-1 (Rancho Palma) - Resolution of Intention-Attachment #1 (6791 : Proposed Community Facilities
Resolution No. 2020-149
Pursuant to Section 53340 of the Act, said Special Taxes shall be collected in the same
manner and at the same time as ordinary ad valorem property taxes; provided however, that CFD
No. 2020-1 may collect Special Taxes at a different time or in a different manner if necessary to
meet its financial obligations, and may covenant to foreclose and may actually foreclose on
delinquent assessor’s parcels as permitted by the Act.
Upon recordation of a notice of special tax lien pursuant to Section 3114.5 of the
California Streets and Highways Code, a continuing lien to secure each levy of the Special Taxes
shall attach to all non-exempt real property in CFD No. 2020-1, and that lien shall continue in
force and effect until the special tax obligation is prepaid and permanently satisfied and the lien
is canceled in accordance with law or until collection of the Special Taxes ceases.
SECTION 6. Exempt Properties. Pursuant to Section 53340 of the Act, and except as
provided in Section 53317.3 of the Act, properties of entities of the state, federal, and local
governments shall be exempt from the levy of Special Taxes.
SECTION 7. Necessity. The City Council finds that the Facilities described in Section
4 hereof are necessary to meet increased demands placed upon the City as a result of new
development occurring within the boundaries of proposed CFD No. 2020-1.
SECTION 8. Repayment of Funds Advanced or Work-in-Kind. Pursuant to Section
53314.9 of the Act, the City Council proposes to accept advances of funds or work -in-kind from
private persons or private entities and to provide, by resolution, for the use of those funds or that
work-in-kind for any authorized purpose, including but not limited to, paying any costs incurred
by the City in creating proposed CFD No. 2020-1, and to enter into an agreement, by resolution,
with the person or entity advancing the funds or work-in-kind to repay funds advanced, or to
reimburse the person or entity for the value, or cost, whichever is less, of the work-in-kind, as
determined by the City Council.
SECTION 9. Prohibition of Owner Contracts. Pursuant to Section 53329.5 of the Act,
the City Council finds that the public interest will not be served by allowing the owners of
property within proposed CFD No. 2020-1 to enter into a contract in accordance with
subdivision (a) of that section, and that such owners shall not be permitted to elect to perform the
work and enter into a written contract with the City for the construction for the Facilities
pursuant to said Section 53329.5.
SECTION 10. Hearing. A public hearing on the formation of proposed CFD No. 2020-
1 shall be held at 7:00 p.m. on August 5, 2020 in the Bing Wong Auditorium of the Norman F.
Feldheym Public Library located at 555 W. 6th Street, San Bernardino, California.
SECTION 11. Notice of Hearing. The City Clerk shall publish a notice of the time and
place of said hearing as required by Section 53322 of the Act, and may also give notice of the
time and place of said hearing by first-class mail to each registered voter and to each landowner
within CFD No. 2020-1 as prescribed by Section 53322.4 of said Code. Said notice shall be
published at least seven (7) days and mailed at least fifteen (15) days before the date of the
hearing, and shall contain the information required by said Section 53322.
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Resolution No. 2020-149
SECTION 12. Report. The officers of the City who will be responsible for providing
the proposed Facilities to be provided within and financed by proposed CFD No. 2020-1, if it is
established, shall study proposed CFD No. 2020-1, and, at or before the time of said hearing, file
a report or reports with the City Council containing a brief description of the Facilities by type
which will in their opinion be required to adequately meet the needs of proposed CFD No. 2020-
1 and their estimate of the fair and reasonable cost of providing the Facilities and the related
Incidental Expenses to be incurred in connection therewith. All such reports shall be made a part
of the record of the hearing to be held pursuant to Section 10 hereof.
SECTION 13. Description of Voting Procedures. The voting procedures to be followed
shall be pursuant to Section 53326 of the Act and pursuant to the applicable provisions of the
California Election Code.
SECTION 14. Approval of Policies. The Policies are hereby approved as presented to
the City Council at this meeting.
SECTION 15. CEQA. The City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on
the environment. Where it can be seen with certainty, as in this case, that there is no possibility
that the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 16. Severability. If any provision of this Resolution or the application
thereof to any person or circumstance is held invalid, such invalidity shall not affect other
provisions or applications, and to this end the provisions of this Resolution are declared to be
severable...
SECTION 17. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the Acting City Clerk this 1st day of July, 2020.
John Valdivia, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, Acting City Clerk
Attest:
Sonia R. Carvalho, City Attorney
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Packet Pg. 20 Attachment: FN. San Bernardino CFD 2020-1 (Rancho Palma) - Resolution of Intention-Attachment #1 (6791 : Proposed Community Facilities
Resolution No. 2020-149
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO ) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, Acting City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2020-___, adopted at a regular meeting held on the 1st day of July, 2020 by the
following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
NICKEL _____ _____ _______ _______
RICHARD _____ _____ _______ _______
MULVIHILL _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ____ day of
__________, 2020.
______________________________
Genoveva Rocha, Acting City Clerk
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EXHIBIT A
RATE AND METHOD OF APPORTIONMENT FOR
COMMUNITY FACILITIES DISTRICT NO. 2020-1 (RANCHO PALMA)
OF THE CITY OF SAN BERNARDINO
A Special Tax (all capitalized terms not otherwise defined herein are defined in Section A, “Definitions”,
below) shall be applicable to each Assessor’s Parcel of Taxable Property located within the boundaries of
Community Facilities District No. 2020-1 (Rancho Palma) of the City of San Bernardino ("CFD No.
2020-1"). The amount of Special Tax to be levied in each Fiscal Ye ar, on an Assessor’s Parcel, shall be
determined by the City Council of the City of San Bernardino, acting in its capacity as the legislative
body of CFD No. 2020-1 by applying the appropriate Special Tax for Developed Property, Approved
Property, Undeveloped Property, and Provisional Undeveloped Property that is not Exempt Property as
set forth below. All of the real property, unless exempted by law or by the provisions hereof in Section F,
shall be taxed for the purposes, to the extent and in the manner herein provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre” or “Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map,
or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable final
map, parcel map, condominium plan, or other recorded parcel map or instrument. The square footage of
an Assessor’s Parcel is equal to the Acreage multiplied by 43,560.
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5
(commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the Government Code of the State
of California.
"Administrative Expenses" means the following actual or reasonably estimated costs directly related to
the administration of CFD No. 2020-1: the costs of computing the Special Taxes and preparing the
Special Tax collection schedules (whether by the City or designee thereof or both); the costs of collecting
the Special Taxes (whether by the City or otherwise); the costs of remitting Special Taxes A to the
Trustee; the costs of the Trustee (including legal counsel) in the discharge of the duties required of it
under the Indenture; the costs to the City, CFD No. 2020-1 or any designee thereof of complying with
arbitrage rebate requirements; the costs to the City, CFD No. 2020-1 or any designee thereof of
complying with continuing disclosure requirements of the City, CFD No. 2020-1 and any major property
owner associated with applicable federal and state securities laws and the Act; the costs associated with
preparing Special Tax disclosure statements and responding to public inquiries regarding the Special
Taxes; the costs of the City, CFD No. 2020-1 or any designee thereof related to an appeal of the Special
Tax; the costs associated with the release of funds from an escrow account; and the City’s annual
administration fees and third party expenses. Administration Expenses shall also include amounts
estimated by the CFD Administrator or advanced by the City or CFD No. 2020-1 for any other
administrative purposes of CFD No. 2020-1, including attorney’s fees and other costs related to
commencing and pursuing to completion any foreclosure of delinquent Special Taxes.
"Approved Property" means all Assessor’s Parcels of Taxable Property: (i) that are included in a Final
Map that was recorded prior to the January 1st preceding the Fiscal Year in which the Special Tax is being
levied, and (ii) that have not been issued a building permit on or before June 1st preceding the Fiscal Year
in which the Special Tax is being levied.
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"Assessor’s Parcel" means a lot or parcel of land designated on an Assessor’s Parcel Map with an
assigned Assessor’s Parcel Number.
"Assessor’s Parcel Map" means an official map of the Assessor of the County designating parcels by
Assessor’s Parcel Number.
"Assessor’s Parcel Number" means that number assigned to an Assessor’s Parcel by the County for
purposes of identification.
"Assigned Special Tax" means the Special Tax of that name described in Section D below.
"Backup Special Tax" means the Special Tax of that name described in Section D below.
"Bonds" means any obligation to repay a sum of money, including obligations in the form of bonds,
certificates of participation, long-term leases, loans from government agencies, or loans from banks, other
financial institutions, private businesses, or individuals, or long-term contracts, or any refunding thereof,
to which Special Tax within CFD No. 2020-1 have been pledged.
"Boundary Map" means a recorded map of the CFD which indicates the boundaries of the CFD.
"Building Permit" means the first legal document issued by a local agency giving official permission for
new construction. For purposes of this definition, “Building Permit” may or may not include expired or
cancelled building permits, or any subsequent building permit document(s) authorizing new construction
on an Assessor’s Parcel that are issued or changed by the City after the first original issuance, as
determined by the CFD Administrator, provided that following such determination the Maximum Special
Tax that may be levied on all Assessor’s Parcels of Taxable Property will be at least 1.1 times annual debt
service on all outstanding Bonds plus the estimated annual Administrative Expenses.
"Building Square Footage" or "BSF" means the square footage of assessable internal living space,
exclusive of garages or other structures not used as living space, as determined by reference to the
Building Permit for such Assessor’s Parcel.
"Calendar Year" means the period commencing January 1 of any year and ending the following
December 31.
“CFD Administrator" means an official of the City, or designee thereof, responsible for determining the
Special Tax Requirement, and providing for the levy and collection of the Special Taxes.
"CFD” or “CFD No. 2020-1" means Community Facilities District No. 2020-1 (Rancho Palma) of the
City of San Bernardino established by the City under the Act.
“City” means the City of San Bernardino, State of California.
"City Council" means the City Council of the City of San Bernardino, acting as the Legislative Body of
CFD No. 2020-1, or its designee.
“Condominium Plan" means a condominium plan pursuant to California Civil Code, Section 4200 et
seq.
"County" means the County of San Bernardino, State of California.
"Developed Property" means all Assessor’s Parcels of Taxable Property that: (i) are included in a Final
Map that was recorded prior to the January 1st preceding the Fiscal Year in which the Special Tax is being
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levied, and (ii) a Building Permit for new construction was issued on or before June 1st preceding the
Fiscal Year in which the Special Tax is being levied.
"Exempt Property" means all Assessor’s Parcels designated as being exempt from Special Taxes as
provided for in Section F.
"Final Map" means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or
recordation of a Condominium Plan that creates individual lots for which Building Permits may be issued
without further subdivision.
"Fiscal Year" means the period commencing on July 1st of any year and ending the following June 30th.
“Indenture” means the indenture, fiscal agent agreement, resolution or other instrument pursuant to
which Bonds are issued, as modified, amended and/or supplemented from time to time, and any
instrument replacing or supplementing the same.
“Land Use Category” means any of the categories listed in Table 1 of Section D.
"Maximum Special Tax" means the maximum Special Tax, determined in accordance with Section D
below, that can be levied by CFD No. 2020-1 in any Fiscal Year on any Assessor’s Parcel.
“Multifamily Property” means all Assessor’s Parcels of Developed Property for which a Building
Permit has been issued for the purpose of constructing a building or buildings comprised of attached
Residential Units available for rental by the general public, not for sale to an end user, and under common
management, as determined by the CFD Administrator.
"Non-Residential Property" means all Assessor's Parcels of Developed Property for which a Building
Permit(s) was issued for a non-residential use. The CFD Administrator shall make the determination if an
Assessor’s Parcel is Non-Residential Property.
"Partial Prepayment Amount" means the amount required to prepay a portion of the Special Tax
obligation for an Assessor’s Parcel, as described in Section G.2.
"Prepayment Amount" means the amount required to prepay the Special Tax obligation in full for an
Assessor’s Parcel, as described in Section G.1.
“Proportionately” means for Taxable Property for Special Tax that is (i) Developed Property, that the
ratio of the actual Special Tax levy to the Special Tax is the same for all Assessor’s Parcels of Developed
Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special
Tax is the same for all Assessor’s Parcels of Approved Property, and (iii) Undeveloped Property or
Provisional Undeveloped Property, that the ratio of the actual Special Tax levy per Acre to the Maximum
Special Tax per Acre is the same for all Assessor’s Parcels of Undeveloped Property or Provisional
Undeveloped Property.
"Provisional Undeveloped Property" means all Assessor’s Parcels of Taxable Property that would
otherwise be classified as Exempt Property pursuant to the provisions of Section F, but cannot be
classified as Exempt Property because to do so would be reduce the Acreage of all Taxable Property
below the required minimum Acreage set forth in Section F.
"Residential Property" means all Assessor’s Parcels of Developed Property for which a Building Permit
has been issued for purposes of constructing one or more Residential Units.
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“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by
one or more persons, as determined by the CFD Administrator.
“Single Family Residential Property” means all Assessor’s Parcels of Residential Property other than
Multifamily Property on an Assessor’s Parcel.
"Special Tax" or “Special Taxes” means any of the special taxes authorized to be levied within CFD
No. 2020-1 pursuant to the Act to fund the Special Tax Requirement.
"Special Tax Requirement " means the amount required in any Fiscal Year to pay: (i) the debt service
or the periodic costs on all outstanding Bonds due in the Calendar Year that commences in such Fiscal
Year, (ii) Administrative Expenses, (iii) the costs associated with the release of funds from an escrow
account, (iv) any amount required to establish or replenish any reserve funds established under the
Indenture in association with the Bonds to the extent that replenishment has not been included in the
computation of the Special Tax Requirement in a previous Fiscal Year, (v) to cure any delinquencies in
the amount of principal or interest on the Bonds that occurred in a previous Fiscal Year, and (vi) the
collection or accumulation of funds for the acquisition or construction of facilities authorized by CFD No.
2020-1 provided that the inclusion of such amount does not cause an increase in the levy of Special Tax
on Undeveloped Property as set forth in Step Three of Section E., less (vii) any amounts available to pay
debt service or other periodic costs on the Bonds pursuant to the Indenture.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2020-1, which are not Exempt
Property.
“Taxable Unit” means either a Residential Unit or an Acre.
"Tract(s)" means an area of land within a subdivision identified by a particular tract number on a Final
Map approved for the subdivision.
“Trustee” means the trustee, fiscal agent, or paying agent under the Indenture.
"Undeveloped Property" means all Assessor’s Parcels of Taxable Property which are not Developed
Property, Approved Property, Provisional Undeveloped Property.
B. SPECIAL TAX
Commencing Fiscal Year 2020-2021 and for each subsequent Fiscal Year, the City Council shall levy
Special Taxes on all Taxable Property, up to the applicable Maximum Special Tax to fund the Special
Tax Requirement.
C. ASSIGNMENT TO LAND USE CATEGORY FOR SPECIAL TAX
Each Fiscal Year, beginning with Fiscal Year 2020-2021, each Assessor’s Parcel within CFD No. 2020-1
shall be classified as Taxable Property or Exempt Property. In addition, each Assessor’s Parcel of
Taxable Property shall be further classified as Developed Property, Approved Property, Undeveloped
Property or Provisional Undeveloped Property.
Assessor’s Parcels of Developed Property shall further be classified as Residential Property or Non-
Residential Property. Each Assessor’s Parcel of Residential Property shall further be classified as a
Single Family Residential Property or Multifamily Property. Each Assessor’s Parcel of Single Family
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Residential Property shall be further assigned to a Land Use Category based on its Building Square
Footage.
In the event that there are parent Assessor’s Parcel(s) for which one or more Building Permits have been
issued and the County has not yet assigned final Assessor’s Parcel Number(s) to the lots on which the
Residential Unit(s) have been or will be built (in accordance with the Final Map or Condominium Plan)
on such parent Assessor’s Parcel, the amount of the Special Tax on such parent Assessor’s Parcel shall be
determined as follows: (1) the CFD Administrator shall first determine an amount of the Maximum
Special Tax levy for such Assessor’s Parcel, based on the classification of such Assessor’s Parcel as
Undeveloped Property; (2) the amount of the Special Tax for the Residential Units on such Assessor’s
Parcel for which Building Permits have been issued shall be determined based on the Developed Property
Special Tax rates and such amounts shall be levied as Developed Property in accordance with Step 1 and,
if applicable, Step 4 of Section E below; and (3) the amount of the Special Tax levy on the Taxable
Property in such Assessor’s Parcel not subject to the Special Tax levy in clause (2) shall be equal to: (A)
the percentage of the Maximum Special Tax rate levied on Undeveloped Property pursuant to Step 3 of
Section E below, multiplied by the total of the amount determined in clause (1), less (B) the amount
determined in clause (2).
D. MAXIMUM SPECIAL TAX
1. Developed Property
The Maximum Special Tax for each Assessor’s Parcel of Single Family Residential Property in any
Fiscal Year shall be the greater of (i) the Assigned Special Tax or (ii) the Backup Special Tax.
The Maximum Special Tax for each Assessor’s Parcel of Non-Residential Property and Multifamily
Property shall be the applicable Assigned Special Tax described in Table 1 of Section D.
a. Assigned Special Tax
Each Fiscal Year, each Assessor’s Parcel of Single Family Residential Property, Multifamily Propert y
or Non-Residential Property shall be subject to an Assigned Special Tax. The Assigned Special Tax
applicable to an Assessor's Parcel of Developed Property for Fiscal Year 2020-2021 shall be
determined pursuant to Table 1 below.
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TABLE 1
ASSIGNED SPECIAL TAX FOR DEVELOPED PROPERTY
FISCAL YEAR 2020-2021
Land Use Category
T
Taxable
Unit Building Square Footage
Assigned Special
Tax Per Taxable
Unit
1. Single Family Residential Property RU Less than 2,100 sq. ft $1,880
2. Single Family Residential Property RU 2,100 sq. ft to 2,399 sq. ft $2,080
3. Single Family Residential Property RU 2,400 sq. ft to 2,699 sq. ft $2,185
4. Single Family Residential Property RU 2,700 sq. ft to 2,999 sq. ft $2,420
5. Single Family Residential Property RU Greater than 2,999 sq. ft $2,525
6. Multifamily Property Acre N/A $16,490
7. Non-Residential Property Acre N/A $16,490
b. Multiple Land Use Categories
In some instances an Assessor’s Parcel of Developed Property may contain more than one Land Use
Type. The Maximum Special Tax levied on an Assessor’s Parcel shall be the sum of the Maximum
Special Tax for each Taxable Unit for all Land Use Categories located on the Assessor’s Parcel. The
CFD Administrator’s allocation to each type of property shall be final.
c. Backup Special Tax
The Backup Special Tax for an Assessor’s Parcel within a Final Map classified as Single Family
Residential Property shall calculated according to the following formula.
B = (U x A) / L
The terms above have the following meanings:
B = Backup Special Tax per Assessor’s Parcel classified as Single Family Residential Property
within the Final Map.
U = Maximum Special Tax per Acre of Undeveloped Property per Section D.3 below.
A = Acreage of Single Family Residential Property that exists or is expected to exist in such Final
Map at the time of calculation, as determined by the Administrator.
L = Number of Assessor’s Parcels of Single Family Residential Property expected to exist after
build out in such Final Map at the time of calculation, as determined by the Administrator.
In the event any portion of the Final Map is changed or modified, the Backup Special Tax for all
Assessor’s Parcels within such changed or modified area shall be $16,490 per Acre.
Notwithstanding the foregoing, the Backup Special Tax for an Assessor’s Parcel of Developer
Property for which a certificate of occupancy has been granted may not be revised.
In the event any superseding Final Map is recorded as a Final Map within the boundaries o f the CFD,
the Backup Special Tax for all Assessor’s Parcels within such Final Map shall be $16,490 per Acre.
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The Backup Special Tax shall not apply to Multifamily Residential Property or Non-Residential
Property.
2. Approved Property
The Maximum Special Tax for each Assessor’s Parcel of Approved Property expected to be classified
as Single Family Property shall be the Backup Special Tax computed pursuant to Section D.1.c above.
The Maximum Special Tax for each Assessor’s Parcel of Approved Property expected to be classified
as Multifamily Residential Property or Non-Residential Property shall be $16,490 per Acre.
3. Undeveloped Property and Provisional Undeveloped Property
The Maximum Special Tax for each Assessor’s Parcel of Undeveloped Property and Provisional
Undeveloped Property shall be $16,490 per Acre.
E. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing Fiscal Year 2020-2021 and for each subsequent Fiscal Year, the City Council shall
levy Special Taxes on all Taxable Property in accordance with the following steps:
Step One: The Special Tax shall be levied proportionately on each Assessor’s Parcel of Developed
Property at up to 100% of the applicable Assigned Special Tax rates in Table 1 to satisfy
the Special Tax Requirement.
Step Two: If additional moneys are needed to satisfy the Special Tax Requirement after the first step
has been completed, the Special Tax shall be levied Proportionately on each Assessor’s
Parcel of Approved Property at up to 100% of the Maximum Special Tax applicable to
each such Assessor’s Parcel as needed to satisfy the Special Tax Requirement.
Step Three: If additional moneys are needed to satisfy the Special Tax Requirement after the first two
steps have been completed, the Annual Special Tax shall be levied proportionately on
each Assessor’s Parcel of Undeveloped Property up to 100% of the Maximum Special
Tax applicable to each such Assessor’s Parcel as needed to satisfy the Special Tax
Requirement.
Step Four: If additional moneys are needed to satisfy the Special Tax Requirement after the first
three steps have been completed, then the Special Tax on each Assessor's Parcel of
Developed Property whose Maximum Special Tax is the Backup Special Tax shall be
increased in equal percentages from the Assigned Special T ax up to 100% of the Backup
Special Tax as needed to satisfy the Special Tax Requirement.
Step Five: If additional moneys are needed to satisfy the Special Tax Requirement after the first four
steps have been completed, the Special Tax shall be levied proportionately on each
Assessor’s Parcel of Provisional Undeveloped Property up to 100% of the Maximum
Special Tax applicable to each such Assessor’s Parcel as needed to satisfy the Special
Tax Requirement.
Notwithstanding the above, under no circumstances will the Special Taxes levied in any Fiscal Year
against any Assessor’s Parcel of Residential Property as a result of a delinquency in the payment of the
Special Tax applicable to any other Assessor’s Parcel be increased by more than ten percent (10%) above
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the amount that would have been levied in that Fiscal Year had there never been any such delinquency or
default.
F. EXEMPTIONS
The City shall classify as Exempt Property, in the chronological order in which the property becomes
exempt, (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication, encumbered by or
restricted in use by the State of California, Federal or other local governments, including school districts,
(ii) Assessor’s Parcels which are used as places of worship and are exempt from ad valorem property
taxes because they are owned by a religious organization, (iii) Assessor’s Parcels which are owned by,
irrevocably offered for dedication, encumbered by or restricted in use by a homeowners' association, (iv)
Assessor’s Parcels with public or utility easements making impractical their utilization for other than the
purposes set forth in the easement, (v) Assessor’s Parcels which are privately owned and are encumbered
by or restricted solely for public uses, or (vi) Assessor’s Parcels restricted to other types of public uses
determined by the City Council, provided that no such classification would reduce the sum of all Taxable
Property to less than 15.91 Acres.
Notwithstanding the above, the City Council shall not classify an Assessor’s Parcel as Exempt Property if
such classification would reduce the sum of all Taxable Property to less than 15.91 Acres. Assessor's
Parcels which cannot be classified as Exempt Property because such classification would reduce the
Acreage of all Taxable Property to less than 15.91 Acres will be classified as Provisional Undeveloped
Property, and will be subject to Special Tax pursuant to Step Five in Section E.
G. PREPAYMENT OF SPECIAL TAX
The following additional definitions apply to this Section G:
“CFD Public Facilities” means $3,750,000 expressed in 2020 dollars, which shall increase by the
Construction Inflation Index on July 1, 2020, and on each July 1 thereafter, or such lower amount (i)
determined by the City Council as sufficient to provide the public facil ities under the authorized bonding
program for CFD No. 2020-1, or (ii) determined by the City Council concurrently with a covenant that it
will not issue any more Bonds to be supported by Special Tax levied under this Rate and Method of
Apportionment.
“Construction Fund” means an account specifically identified in the Indenture or functionally
equivalent to hold funds, which are currently available for expenditure to acquire or construct public
facilities eligible under CFD No. 2020-1.
“Construction Inflation Index” means the annual percentage change in the Engineering News -Record
Building Cost Index for the city of Los Angeles, measured as of the Calendar Year which ends in the
previous Fiscal Year. In the event this index ceases to be published, the Construction Inflation Index
shall be another index as determined by the City that is reasonably comparable to the Engineering News -
Record Building Cost Index for the City of Los Angeles.
“Future Facilities Costs” means the CFD Public Facilities minus public facility costs available to be
funded, or that were funded, through existing construction or escrow accounts or funded by the
Outstanding Bonds or Special Taxes, and minus public facility costs funded by interest earnings on the
Construction Fund actually earned prior to the date of prepayment.
“Outstanding Bonds” means all previously issued Bonds issued and secured by the levy of Special Tax
which will remain outstanding after the first interest and/or principal payment date following the current
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55600.00907\32888637.4 A-9
Fiscal Year, excluding Bonds to be redeemed at a later date with the proceeds of prior prepayments of
Special Tax.
1. Prepayment in Full
The Maximum Special Tax obligation may be prepaid and permanently satisfied for (i)
Assessor’s Parcels of Developed Property, (ii) Assessor’s Parcels of Approved Property or Undeveloped
Property for which a Building Permit has been issued, (iii) Approved or Undeveloped Property for which
a Building Permit has not been issued, and (iv) Assessor’s Parcels of Provisional Undeveloped Property.
The Maximum Special Tax obligation applicable to an Assessor’s Parcel may be fully prepaid and the
obligation to pay the Special Tax for such Assessor’s Parcel permanently satisfied as described herein;
provided that a prepayment may be made only if there are no delinquent Special Taxes with respect to
such Assessor’s Parcel at the time of prepayment. An owner of an Assessor’s Parcel intending to prepay
the Maximum Special Tax obligation for such Assessor’s Parcel shall provide the CFD Administrator
with written notice of intent to prepay, and within 5 business days of receipt of such notice, the CFD
Administrator shall notify such owner of the amount of the non-refundable deposit determined to cover
the cost to be incurred by the CFD in calculating the Prepayment Amount (as defined below) for the
Assessor’s Parcel. Within 15 days of receipt of such non-refundable deposit, the CFD Administrator shall
notify such owner of the Prepayment Amount for the Assessor’s Parcel. Prepayment must be made not
less than 60 days prior to the redemption date for any Bonds to be redeemed with the proceeds of such
prepaid Special Taxes.
The Prepayment Amount shall be calculated as follows (some capitalized terms are defined
below):
Bond Redemption Amount
plus Redemption Premium
plus Future Facilities Amount
plus Defeasance Amount
plus Administrative Fees and Expenses
less Reserve Fund Credit
Equals: Prepayment Amount
The Prepayment Amount shall be determined as of the proposed prepayment date as follows:
1. Confirm that no Special Tax delinquencies apply to such Assessor’s Parcel.
2. For an Assessor’s Parcel of Developed Property, compute the Maximum Special Tax for
the Assessor’s Parcel. For an Assessor’s Parcel of Approved Property or Undeveloped Property for
which a Building Permit has been issued, compute the Maximum Special Tax for the Assessor’s
Parcel as though it was already designated as Developed Property, based upon the Building Permit
which has been issued for the Assessor’s Parcel. For an Assessor’s Parcel of Approved Property or
Undeveloped Property for which a Building Permit has not been issued, or Provisional Undeveloped
Property to be prepaid, compute the Maximum Special Tax for the Assessor’s Parcel.
3. Divide the Maximum Special Tax derived pursuant to paragraph 2 by the total amount of
Special Taxes that could be levied the Maximum Special Tax assuming build out of all Assessor’s
2.b
Packet Pg. 30 Attachment: FN.EXHIBIT A to Reso 2020-149 (6791 : Proposed Community Facilities District No. 2020-1 (Rancho Palma))
55600.00907\32888637.4 A-10
Parcels of Taxable Property based on the applicable Maximum Special Tax for Assessor’s Parcels of
Developed Property not including any Assessor’s Parcels for which the Special Tax obligation has
been previously prepaid.
4. Multiply the quotient derived pursuant to paragraph 3 by the principal amount of the
Outstanding Bonds to determine the amount of Outstanding Bonds to be redeemed with the
Prepayment Amount (the “Bond Redemption Amount”).
5. Multiply the Bond Redemption Amount by the applicable redemption premium, if any,
on the Outstanding Bonds to be redeemed (the “Redemption Premium”).
6. Determine the Future Facilities Costs.
7. Multiply the quotient derived pursuant to paragraph 3 by the amount determined pursuant
to paragraph 6 to determine the amount of Future Facilities Costs for the Assessor’s Parcel (the
“Future Facilities Amount”).
8. Determine the amount needed to pay interest on the Bond Redemption Amount from the
first bond interest and/or principal payment date following the current Fiscal Year until the earliest
redemption date for the Outstanding Bonds on which Bonds can be redeemed from Special Tax
prepayments.
9. Determine the Special Taxes levied on the Assessor’s Parcel in the current Fiscal Year
which have not yet been paid.
10. Determine the amount the CFD Administrator reasonably expects to derive from the
investment of the Bond Redemption Amount and the Redemption Premium from the date of
prepayment until the redemption date for the Outstanding Bonds to be redeemed with the Prepayment
Amount.
11. Add the amounts derived pursuant to paragraphs 8 and 9 and subtract the amount derived
pursuant to paragraph 10 (the “Defeasance Amount”).
12. Verify the administrative fees and expenses of the CFD, the cost to invest the Prepayment
Amount, the cost of redeeming the Outstanding Bonds, and the cost of recording notices to evidence
the prepayment of the Maximum Special Tax obligation for the Assessor’s Parcel and the redemption
of Outstanding Bonds (the “Administrative Fees and Expenses”).
13. The reserve fund credit (the “Reserve Fund Credit”) shall equal the lesser of: (a) the
expected reduction in the reserve requirement (as defined in the Indenture), if any, associated with the
redemption of Outstanding Bonds as a result of the prepayment, or (b) the amount derived by
subtracting the new reserve requirement (as defined in the Indenture) in effect after the redemption of
Outstanding Bonds as a result of the prepayment from the balance in the reserve fund on the
prepayment date, but in no event shall such amount be less than zero.
14. The Prepayment Amount is equal to the sum of the Bond Redemption Amount, the
Redemption Premium, the Future Facilities Amount, the Defeasance Amount and the Administrative
Fees and Expenses, less the Reserve Fund Credit.
15. From the Prepayment Amount, the Bond Redemption Amount, the Redemption
Premium, and Defeasance Amount shall be deposited into the appropriate fund as established under
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55600.00907\32888637.4 A-11
the Indenture and be used to redeem Outstanding Bonds or make debt service payments. The Future
Facilities Amount shall be deposited into the Construction Fund. The Administrative Fees and
Expenses shall be retained by the CFD.
The Prepayment Amount may be sufficient to redeem other than a $5,000 increment of Bonds. In
such event, the increment above $5,000 or an integral multiple thereof will be retained in the appropri ate
fund established under the Indenture to be used with the next redemption from other Special Tax
prepayments of Outstanding Bonds or to make debt service payments.
As a result of the payment of the current Fiscal Year’s Special Tax levy as determined pursuant to
paragraph 9 above, the CFD Administrator shall remove the current Fiscal Year’s Special Tax levy for the
Assessor’s Parcel from the County tax roll. With respect to any Assessor’s Parcel for which the
Maximum Special Tax obligation is prepaid, the City Council shall cause a suitable notice to be recorded
in compliance with the Act, to indicate the prepayment of Maximum Special Tax obligation and the
release of the Special Tax lien for the Assessor’s Parcel, and the obligation to pay the Special Ta x for
such Assessor’s Parcel shall cease.
Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the amount of
Maximum Special Tax that may be levied on all Assessor’s Parcels of Taxable Property after the
proposed prepayment will be at least 1.1 times maximum annual debt service on the Bonds that will
remain outstanding after the prepayment plus the estimated annual Administrative Expenses.
Tenders of Bonds in prepayment of the Maximum Special Tax obligation may be accepted upon
the terms and conditions established by the City Council pursuant to the Act. However, the use of Bond
tenders shall only be allowed on a case-by-case basis as specifically approved by the City Council.
2. Prepayment in Part
The Maximum Special Tax obligation for an Assessor’s Parcel of Developed Property, Approved
Property, Undeveloped Property or Provisional Undeveloped Property may be partially prepaid. For
purposes of determining the partial prepayment amount, the provisions of Section G.1 shall be modi fied
as provided by the following formula:
PP = ((PE –A) x F) +A
These terms have the following meaning:
PP = Partial Prepayment Amount
PE = the Prepayment Amount calculated according to Section G.1
F = the percent by which the owner of the Assessor’s Parcel(s) is partially prepaying the
Maximum Special Tax obligation
A = the Administrative Fees and Expenses determined pursuant to Section G.1
The owner of an Assessor’s Parcel who desires to partially prepay the Maximum Special Tax
obligation for the Assessor’s Parcel shall notify the CFD Administrator of (i) such owner’s intent to
partially prepay the Maximum Special Tax obligation, (ii) the percentage of the Maximum Special Tax
obligation such owner wishes to prepay, and (iii) the company or agency that will be acting as the escrow
agent, if any. Within 5 days of receipt of such notice, the CFD Administrator shall notify such property
owner of the amount of the non-refundable deposit determined to cover the cost to be incurred by the
CFD in calculating the amount of a partial prepayment. Within 15 business days of receipt of such non-
refundable deposit, the CFD Administrator shall notify such owner of the amount of the Partial
Prepayment Amount for the Assessor’s Parcel. A Partial Prepayment Amount must be made not less than
2.b
Packet Pg. 32 Attachment: FN.EXHIBIT A to Reso 2020-149 (6791 : Proposed Community Facilities District No. 2020-1 (Rancho Palma))
55600.00907\32888637.4 A-12
60 days prior to the redemption date for the Outstanding Bonds to be redeemed with the proceeds of the
Partial Prepayment Amount.
With respect to any Assessor’s Parcel for which the Maximum Special Tax obligation is partially
prepaid, the CFD Administrator shall (i) distribute the Partial Prepayment Amount as provided in
Paragraph 15 of Section G.1, and (ii) indicate in the records of the CFD that there has been a Partial
Prepayment Amount for the Assessor’s Parcel and that a portion of the Special Tax obligation equal to the
remaining percentage (1.00 - F) of Special Tax obligation will continue on the Assessor’s Parcel pursuant
to Section E.
H. TERMINATION OF SPECIAL TAX
For each Fiscal Year that any Bonds are outstanding the Special Tax shall be levied on all Assessor’s
Parcels subject to the Special Tax. The Special Tax shall cease not later than the 2060 -2061 Fiscal Year,
however, Special Tax will cease to be levied in an earlier Fiscal Year if the CFD Administrator has
determined (i) that all the required interest and principal payments on the CFD No. 2020-1 Bonds have
been paid; (ii) all authorized facilities of CFD No. 2020-1 have been acquired and all reimbursements to
the developer have been paid, (iii) no delinquent Special Tax remain uncollected and (iv) all other
obligations of CFD No. 2020-1 have been satisfied.
I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem
property taxes, provided, however, that CFD No. 2020-1 may collect Special Tax at a different time or in
a different manner if necessary to meet its financial obligations, and may covenant to foreclose and may
actually foreclose on delinquent Assessor’s Parcels as permitted by the Act.
J. APPEALS OF SPECIAL TAXES
Any taxpayer may file a written appeal of the Special Taxes on his/her Assessor’s Parcel(s) with the CFD
Administrator, provided that the appellant is current in his/her payments of Special Taxes. During
pendency of an appeal, all Special Taxes previously levied must be paid on or before the payment date
established when the levy was made. The appeal must specify the reasons why the appellant claims the
Special Tax is in error. The CFD Administrator shall review the appeal, meet with the appellant if the
CFD Administrator deems necessary, and advise the appellant of its determination. If the CFD
Administrator agrees with the appellant, the CFD Administrator shall grant a credit to eliminate or reduce
future Special Taxes on the appellant’s Assessor’s Parcel(s). No refunds of previously paid Special Taxes
shall be made.
The CFD Administrator shall interpret this Rate and Method of Apportionment and make determinations
relative to the annual levy and administration of the Special Taxes and any taxpayer who appeals, as
herein specified.
2.b
Packet Pg. 33 Attachment: FN.EXHIBIT A to Reso 2020-149 (6791 : Proposed Community Facilities District No. 2020-1 (Rancho Palma))
Resolution No. 2020-150
A-1
RESOLUTION NO. 2020-150
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA
DECLARING THE NECESSITY TO INCUR A BONDED
INDEBTEDNESS OF PROPOSED COMMUNITY
FACILITIES DISTRICT NO. 2020-1 (RANCHO PALMA) OF
THE CITY OF SAN BERNARDINO
WHEREAS, pursuant to Section 53321 of the California Government Code, the City
Council (the “City Council”) of the City of San Bernardino (the “City”) has adopted a resolution
(the “Resolution of Intention”) declaring its intention to establish proposed Community Facilities
District No. 2020-1 (Rancho Palma) of the City of San Bernardino, County of Riverside, State of
California (“CFD No. 2020-1”), for the purpose of providing and financing certain public
facilities described in Exhibit A attached hereto and incorporated herein by this reference (the
“Facilities”) which are necessary to meet increased demands placed upon the City as a result of
development which will occur within CFD No. 2020-1; and
WHEREAS, the City Council has determined that it is necessary for proposed CFD No.
2020-1 to incur a bonded indebtedness for the purpose of providing and financing such Facilities;
and
WHEREAS, it is the intention of this City Council to finance the acquisition or
construction of all or a portion of such Facilities through the levy of special taxes on taxable
property within CFD No. 2020-1 and the issuance of bonds of CFD No. 2020-1, such bonds to be
secured by such special taxes to be levied on taxable property within CFD No. 2020-1, all as
authorized pursuant to the Act.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. Recitals. The above recitals are all true and correct.
SECTION 2. Declaration of Convenience and Necessity. This City Council declares that
the public convenience and necessity requires that a bonded indebtedness be incurred by CFD
No. 2020-1 to contribute to the financing of all or a portion of the Facilities.
SECTION 3. Purpose for Proposed Indebtedness. The purpose for the proposed debt of
CFD No. 2020-1 is to contribute to the financing of the acquisition or construction of the
Facilities.
SECTION 4. Bond Authorization. The amount of the bonded indebtedness of CFD No.
2020-1 may include all costs and estimated costs incidental to, or connected with, the
accomplishment of the purpose for which the indebtedness is proposed to be incurred as
authorized pursuant to the Act. The amount of the indebtedness proposed to be authorized for
CFD No. 2020-1 is $5,000,000.
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Packet Pg. 34 Attachment: FN. San Bernardino CFD 2020-1 (Rancho Palma) - Resolution Declaring Necessity- Attachment #2 (6791 : Proposed Community
Resolution No. 2020-150
A-2
SECTION 5. Hearing. A public hearing on the proposed bonded indebtedness for CFD
No. 2020-1 shall be held at 7:00 p.m. on August 5, 2020, in the Bing Wong Auditorium of the
Norman F. Feldheym Public Library at 555 W. 6th Street, San Bernardino, California. Said
hearing shall be conducted concurrently with the hearing on the formation of CFD No. 2020-1.
SECTION 6. Notice. The City Clerk shall publish a notice of the time and place of said
hearing pursuant to Section 53346 of the Act and may also give notice of the time and place of
said hearing by first-class mail to each registered voter and to each landowner within CFD No.
2020-1.
SECTION 7. CEQA. The City Council finds this Resolution is not subject to the
California Environmental Quality Act (CEQA) in that the activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on
the environment. Where it can be seen with certainty, as in this case, that there is no possibility
that the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 8. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable..
SECTION 9. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the Acting City Clerk this 1st day of July, 2020.
____________________________________
John Valdivia, Mayor
City of San Bernardino
Attest:
__________________________________
Genoveva Rocha, Acting City Clerk
Approved as to form:
__________________________________
Sonia R. Carvalho, City Attorney
2.c
Packet Pg. 35 Attachment: FN. San Bernardino CFD 2020-1 (Rancho Palma) - Resolution Declaring Necessity- Attachment #2 (6791 : Proposed Community
Resolution No. 2020-150
A-3
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO ) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, Acting City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2020-___, adopted at a regular meeting held on the ___ day of _____________,
2020 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
NICKEL _____ _____ _______ _______
RICHARD _____ _____ _______ _______
MULVIHILL _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ____ day of
__________, 2020.
______________________________
Genoveva Rocha, Acting City Clerk
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Packet Pg. 36 Attachment: FN. San Bernardino CFD 2020-1 (Rancho Palma) - Resolution Declaring Necessity- Attachment #2 (6791 : Proposed Community
55600.00907\32892385.5 A-1
EXHIBIT A
FACILITIES
The proposed types of public facilities to be financed by CFD No. 2020-1
include but are not limited to:
(a) water system facilities, including capacity in existing facilities, and
sewer system facilities, including capacity in existing facilities and sewage treatment and
disposal capacity, storm drain improvements and transportation improvements, including street
and traffic improvements of the City and such other improvements authorized by the Mello-Roos
Community Facilities Act of 1982; and
(b) The incidental expenses which will be incurred are: (i) the cost of
planning and designing the public facilities and the cost of environmental evaluations thereof, (ii)
all costs associated with the formation of the proposed community facilities district, the issuance
of the bonds thereof, the determination of the amount of and collection of special taxes, the
payment of special taxes, and costs otherwise incurred in order to carry out the authorized
purposes of the community facilities district, and (iii) any other expenses incidental to the
construction, completion, and inspection of the public facilities.
2.d
Packet Pg. 37 Attachment: FN.EXHIBIT A To Reso 2020-150 (6791 : Proposed Community Facilities District No. 2020-1 (Rancho Palma))
IRVINGTON AVEMAGNOLIA AVECABLECREEKCHANNELKENDALL DRLITTLE LEAGUE DR0261-181-170261-181-16PROPOSED BOUNDARY MAPCOMMUNITY FACILITIES DISTRICT NO. 2020-1(RANCHO PALMA)CITY OF SAN BERNARDINOCOUNTY OF SAN BERNARDINO, STATE OF CALIFORNIASHEET 1 OF 1 SHEETI HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSEDBOUNDARIES OF COMMUNITY FACILITIES DISTRICT 2020-1(RANCHO PALMA) FOR THE CITY OF SAN BERNARDINO,COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, WASAPPROVED BY THE CITY COUNCIL OF THE CITY OF SANBERNARDINO AT A REGULAR MEETING THEREOF, HELDON THE ____ DAY OF ____________________, 20 ____. BY ITS RESOLUTION NO. ____________________ _________________________________________ CITY CLERK, CITY OF SAN BERNARDINO FILED IN THE OFFICE OF THE CITY CLERK THIS _____ DAY OF________, 20 ____. _________________________________________ CITY CLERK, CITY OF SAN BERNARDINO CFD 2020-1·|}þ18§¨¦15§¨¦215£¤66THIS BOUNDARY MAP CORRECTLY SHOWS THE BOUNDARIESOF THE COMMUNITY FACILITIES DISTRICT. FOR DETAILSCONCERNING THE LINES AND DIMENSIONS OF LOTS ORPARCEL REFER TO THE COUNTY ASSESSOR'S MAPS FORFISCAL YEAR 2019-20. 0 800 1,600400 FeetLEGEND CFD BOUNDARYPARCEL BOUNDARYCITY BOUNDARY-THIS MAP WAS FILED UNDER DOCUMENT NUMBER_____________, THIS ____ DAY OF _______, 20 ____, AT_____ M. IN BOOK ___ OF __________ AT PAGE ____, ATTHE REQUEST OF _____________________________IN THE AMOUNT OF $_________ BOB DUTTON ASSESSOR-RECORDER-CLERK COUNTY OF SAN BERNARDINO BY:________________________________ DEPUTY RECORDER SAN BERNARDINO COUNTY RECORDER'S CERTIFICATEXXXX-XXX-XX ASSESSOR PARCEL NUMBER2.ePacket Pg. 38Attachment: FN. San Bernardino CFD 2020-1. Boundary Map. Attachment #3 (6791 : Proposed Community
CITY OF SAN BERNARNDINO
SUBJECT: Local Goals and Policies for all Community Facilities Districts of the City of
San Bernardino
AUTHORIZATION: Resolution No. ____
EFFECTIVE DATE: May 20, 2020
I. INTRODUCTION. Pursuant to Section 53312.7 of the California Government Code, the
City Council of the City of San Bernardino (hereafter the “City Council”) hereby states its
goals and policies concerning the use of Chapter 2.5 of Part 1 of Division 2 of Title 5 of the
Government Code of the State of California (hereafter the “Act”) in providing adequate
public capital infrastructure, facilities and equipment for the residents of the City of San
Bernardino (the “City”). The following goals and policies shall apply to all community
facilities districts (each a “CFD”) hereafter formed by the City. Any policy or goal stated
herein may be supplemented or amended or deviated from upon a determination by the City
Council that such supplement, amendment or deviation is necessary or desirable, and any
policy or goal stated herein shall be deemed amended or supplemented in the event, and as of
the date, if ever, that such amendment or supplement is required to ensure compliance with
the Act or any other laws of the State of California or federal laws of the United States of
America.
II. PRIORITIES FOR CFD FINANCING. CFD financing shall be considered to finance public
improvement and public impact fees on a case by case basis provided that the development
projects requesting CFD financing have agreed to annex into a City public safety and a City
maintenance CFD and that the public improvements to be financed by the CFD haven been
determined to directly benefit the City as well as those improvements identified by the City
as the most necessary to serve the specific needs of the porti on of the City in which the CFD
will be located. The City has or will establish a City public safety services CFD and a City
maintenance services CFD to offset the cost of public safety services and maintenance
services generated by new development. The financing of public facilities to be owned and
operated by public agencies other than the City shall be considered on a case by case basis
and only upon approval of an agreement between the City and the public agency. The list of
eligible public facilities and related development impact fees include but are not limited to
the following:
Street lighting Libraries
Traffic signals and safety lighting Public utilities
Parks and Recreation Facilities Public Safety Facilities
Sanitary sewer facilities Biological mitigation measures involving land
Storm drain and flood control facilities acquisition, dedication and revegetation
Potable and reclaimed water facilities Landscaping
Streets, highways and bridges
2.f
Packet Pg. 39 Attachment: FN- SB Goals and Policies . Attachment #4 (6791 : Proposed Community Facilities District No. 2020-1 (Rancho Palma))
2
Exclusions
In-tract residential right a way
General Government Facilities Fees
In general, none of the foregoing types of facilities will have priority, however, the City has
final determination as to any facility’s eligibility for financing, as well as the prioritization of
facilities to be included within a financing district. In addition to the City’s public safety and
public maintenance CFDs, the City may finance any one or more of the types of services
specified in Section 53313 of the Act. The City shall not finance services on behalf of other
public agencies.
III. CONDITIONS OF CFD BOND ISSUANCE. All CFD bond issues must have a
value to lien ratio, as determined solely by the City and its appraisers, advisors and bond
underwriters, in aggregate in an amount no less than that required by law (not less than 3:1)
after including the value of the financed public improvements or impact fees. It is the policy
of the City to refrain from the issuance of any CFD bonds unless at the time of issuance of
any CFD bonds, (i) maximum special tax revenues from the CFD are expected to provide at
least one hundred ten percent (110%) debt service coverage for each year of the term of such
bonds plus administrative expenses; (ii) the total aggregate tax rate is projected to be under
2% of assessed value for the life of the bond issue (iii) special taxes from developed property
cover at least 50% of the maximum annual debt service, (iv) the property has been appraised
by an MAI appraiser retained by the City (v) an independent municipal advisor retained by
the City has recommended the issuance, and (vi) unless the property is fully developed, the
bond issuance document establishes, and includes a covenant to cause special taxes to be
levied in an amount sufficient to maintain, for the term of such bonds, a reserve fund securing
such bonds in an amount equaling the lowest of (i) ten percent (10%) of the original proceeds
of such bonds, or (ii) the largest amount, for any bond year during the term of such bonds, of
principal and interest payable on such bonds, or (iii) one hundred twenty-five percent (125%)
of the average amount payable, for any bond year, of principal and interest on the outstanding
bonds of such bond issue (provided, however, that depletion may occur to pay debt service in
the last two (2) years of such term). Further, it is the policy of the City to comply with all
provisions of the Act including, but not limited to, Section 53345.8, as such Section may be
amended from time to time. Additionally, the City will only issue CFD bonds to acquire
completed public improvements, inspected and approved by the City’s public works director
or reimbursed development fees paid to the City. The structure of debt service for CFD bond
is expected to be substantially level over the term of bonds, not to exceed 30 years. Bond
interest cannot be capitalized for greater than two years or as otherwise required by law. CFD
special taxes may be levied to reimburse public improvement costs without the issuance of
CFD Bonds. Property value for undeveloped property must be based on a MAI appraisal as
indicated on the current assessor’s tax roll. Assessed value can be considered for developed
property. The appraiser shall be selected by the City, and the appraisal shall be based on
standards promulgated by the State of California and otherwise determined applicable by the
City. The public lien amount shall include the bond issue currently being sold plus any
public indebtedness secured by a lien on real property currently existing against the
properties to be taxed.
The City may disallow the sale of bonds or require credit enhancement prior to bond sale if
the project’s value to public lien ratio is less than the minimum required, the project has
2.f
Packet Pg. 40 Attachment: FN- SB Goals and Policies . Attachment #4 (6791 : Proposed Community Facilities District No. 2020-1 (Rancho Palma))
3
excessive tax delinquencies, or the project is of poor economic viability. The City may
consider exceptions to the above policies for bond issues that do not represent an unusual
credit risk, either due to credit enhancement or other reasons specified by the City, and which
otherwise provide extraordinary public benefits.
If the City, upon advice of the City’s independent Municipal Advisor and/or the City’s bond
underwriter, requires letters of credit or other security, the credit enhancement shall be issued
by an established financial or banking institution with a minimum long term credit rating of
“A-“ or better by Standard and Poor’s Global Rating or other qualified national rating
agency, in form and upon terms and conditions satisfactory to the City and its independent
municipal advisor. The cost of the credit enhancement shall be the re sponsibility of the
property owner. CFD Escrow structures will not be considered.
IV. DISCLOSURE REQUIREMENTS FOR THE PROSPECTIVE PROPERTY
PURCHASERS.
A. Disclosure Requirements for Developers. Developers who are selling lots or parcels
that are within a CFD sh all provide disclosure notice to prospective purchasers that
complies with all of the requirements set forth in Section 53341.5 of the Government
Code. The disclosure notice must be provided to prospective purchasers of property
at or prior to the time the contract or deposit receipt for the purchase of property is
executed. Developers shall keep an executed copy of each disclosure document as
evidence that disclosure has been provided to all purchasers of property within a
CFD.
B. Disclosure Requirements for the Resale of Lots. The City shall provide a notice of
special taxes when requested to sellers of property (other than developers) which will
enable them to comply with their notice requirements under Section 1102.6 of the
Civil Code. A reasonable fee may be charged for providing the notice, not to exceed
any maximum fee specified in the Act.
V. EQUITY OF SPECIAL TAX FORMULAS AND MAXIMUM SPECIAL TAXES. Special
tax formulas for CFD’s shall provide for minimum special tax levels which satisfy the
following expenses of all CFD’s: (a) at least 110 percent debt service coverage for all CFD
bonded indebtedness, and (b) the reasonable and necessary administrative expenses of the
CFD. Additionally, the special tax formula may provide for the following: (a) any amounts
required to establish or replenish any reserve fund established in association with the
indebtedness of the CFD, (b) the accumulation of funds reasonably required for future debt
service, (c) amounts equal to projected delinquencies of special tax payments, (d) the cost of
acquisition, construction, furnishing or equipping of facilities, (and (e) any other costs or
payments permitted by law, including, but not limited to, financing any one or more of the
types of services specified in Section 53313 of the Act.
The special tax formula shall be reasonable and equitable in allocating public facilities’ costs
to parcels within the CFD. Unless the City determines that special circumstances warrant a
change, the special tax formula originally accepted for the CFD shall remain the same in
order to ensure equity as originally envisioned at the time of CFD formation. At the time of
formation of the CFD, exemptions from the special tax may be given to parcels which are
publicly owned, are held by a property o wner’s association, are used for a public purpose
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such as open space or wetlands, are affected by public utility easements making impractical
their utilization for other than the purposes set forth in the easements, or have insufficient
value to support bonded indebtedness.
It is the goal of the City that maximum Mello -Roos special taxes on residential owner-
occupied property, when taken together with ad valorem taxes, any other special taxes levied
pursuant to the Act and assessments applicable to such pro perty, do not exceed in any year
two percent (2%) of the greater of the assessed value or appraised value of such property. It
is further the policy of the City to comply with the provisions of Section 53321 of the Act
with respect to the escalation of maximum taxes. Escalation of maximum taxes shall only be
approved under special circumstances.
Special taxes will only be levied on an entire County Assessor’s parcel, and any allocation of
special tax liability of a County Assessor’s parcel to leasehold or possessory interest in the
fee ownership of such County Assessor’s parcel shall be the responsibility of the fee owner
of such parcel (except where the City is the fee owner of the parcel and has, subsequent to the
date of adoption of these goals and policies, leased the parcel pursuant to a lease with a term
of at least 5 years, in which case the lessee shall have the responsibility for the special tax
liability) and the City shall have no responsibility therefor and has no interest therein. Failure
to pay or cause to be paid any special taxes in full when due, shall subject the entire parcel to
foreclosure in accordance with the Act.
The City shall have a report prepared by a qualified independent special tax consultant
retained by the City which: (a) recommends special tax rates and methods of allocation
among parcels in the proposed CFD, and (b) evaluates the special tax proposed to determine
it’s ability to adequately fund identified public facilities, City administrative costs, services
(if applicable) and other related expenditures.
VI. APPRAISALS. It is the goal of the City to conform, as nearly as practicable, to the
California Debt and Investment Advisory Commission’s Appraisal Standards for Land -
Secured Financings, as such standards may be amended from time to time. In any event, the
value-to-lien ratio, when based upon an appraisal, shall be determined based upon an
appraisal by an independent MAI appraiser of the property proposed in the CFD. The
appraiser shall be retained, coordinated by and under the direction of the City. All costs
associated with the preparation of the appraisal report shall be paid by the entity requesting
the establishment of the CFD from the required deposit.
VII. TERMS AND CONDITIONS OF BONDS. All terms and conditions of the bonds shall be
established by the City upon advice from an independent registered Municipal Advisor . The
City will control, manage and invest all CFD issued bond proceeds. All CFD proceeds will
be held by a bond trustee and not comingled with City funds. Each bond issue shall be
structured to adequately protect bond owners and to not negatively impact the bonding
capacity or credit rating of the City through the special taxes, credit enhancements,
foreclosure covenants, and special reserves. All statements and material related to the sale of
bonds shall emphasize and state that neither the faith, credit nor the taxing power of the City
is pledged to security or repayment of the Bonds. The sole source of pledged revenues to
repay CFD bonds are special taxes, bond proceeds and reserve funds held under the bond
document, and the proceeds of foreclosure proceedings and additional security instruments
provided at the time of bond issuance. The applicant shall provide (and shall cause such
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consultants and representatives to provide) such information, certifications, and writings as
may be requested from time-to-time by the City, its bond counsel, staff, municipal advisor,
underwriters, appraiser and consultants, including, but not limited to, a federal securiti es law
opinion of counsel to the applicant addressed to the City and the underwriter for the proposed
bonds regarding the accuracy and completeness of the information contained in the offering
document for the bonds relating to the applicant and its proposed development within the
CFD. The City shall retain the service of a bond disclosure counsel, which can also be bond
counsel to prepare the bond offering documents. The City may from time-to-time enact and
amend procedures to implement the goals and polic ies herein set forth. In such event, the
applicant shall comply with the requirements under such procedures. Depending on the credit
characteristics of the CFD and financial resources of the property owners, t he City at is sole
discretion and upon advice of its municipal advisor and bond underwriter may require CFD
bonds to be sold only to qualified investors under rule 144 A of the Securities Act of 1933.
VIII. CFD COST DEPOSITS AND REIMBURSEMENTS. All City consultant costs including
legal, advisory, special tax, appraisal, and other costs incurred in the evaluation and the
establishment of CFDs will be the responsibility of the entity requesting the establishment of
the CFD. All CFD applicants will be required to enter into deposit agreement with the City
and make such deposits as required by the City Director of Finance and Director of Public
Works. Applicants will from time-to-time advance to the City amounts for costs and
expenses as estimated by the City. The City shall not incur any non-reimbursable expenses
for processing and administering CFDs proposed by applicants other than the City. Expenses
not chargeable to the CFD shall be directly borne by the applicant. The City may charge an
administrative fee as part of the bond issue in order to recover an y costs incurred in the
evaluation and formation of the CFD which has not been paid.
IX. EXCEPTIONS TO THESE POLICIES. The City may find in limited and exceptional
instances that a waiver to any of the above stated policies is reasonable given identified
special City benefits to be derived from such waiver. Such waivers will be granted only by
action of the City Council.
X. USE OF CONSULTANTS. The City shall select all consultants necessary for the formation
of the CFD and the issuance of bonds, including the u nderwriter(s), bond counsel,
independent registered municipal advisors, appraiser and the special tax consultant.
Consultants shall provide evidence demonstrating that they are experienced in the formation
of CFDs and the issuance of CFD bonds and that they do not have any legally disqualifying
conflicts of interest (under the Political Reform Act and such other laws concerning such
conflicts as may be applicable). Prior consent of the applicant shall not be required in the
determination by the City of the consulting and financing team.
XI. AMENDMENTS. No amendments to these local goals and policies may be affected except
by resolution of the City Council expressly amending these local goals and policies.
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Staff Report
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Kris Jensen, Director of Public Works
Subject: Lease Extension Agreement - Vanir Tower Building, Inc.
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino adopt
Resolution 2020-157 authorizing the City Manager to execute Amendment No. 2 to the
Lease Agreement with Vanir Tower Building, Inc., at 290 North D Street, San
Bernardino, California, extending the Lease Agreement through June 30, 2021, and
authorizing the Director of Finance to record budget adjustments, as necessary, in
support of costs related to vacating rental space as provided in the Second
Amendment.
Background
On November 21, 2016 the Mayor and City Council approved Resolution 2016 -240
directing the City Manager to execute a Lease Agreement for office space at Vanir
Tower, Inc. (290 North D Street, San Bernardino, Calif ornia - APN 0134-311-42-0000)
to house City staff. The agreement was amended on March 6, 2017 by Resolution
2017-039, resetting the lease period to commence on April 15, 2017 for a two year
period with the option of two six-month extension periods. On April 3, 2019, the Mayor
and City Council authorized the City Manager to exercise both of the six-month
extension options, extending the Lease Agreement term through April 15, 2020. The
original Lease Agreement and Amendment No. 1 to the Lease Agreement are i ncluded
as attachments to this report.
On May 20, 2020, staff presented the Mayor and City Council with a lease extension
proposal to continue rental of the full current office space at the Vanir Tower for an
additional 12 months. Following discussion of the item, the Mayor and City Council
directed staff to return to negotiations with Vanir Tower Building, Inc. to explore options
for a shorter term lease, reductions in office space usage, and lower per square foot
pricing. The results of those negotiations were presented to the Mayor and City Council
at the regular meeting of June 17, 2020. At that meeting, the Mayor and City Council
provided direction to staff to move forward with a 12 month lease extension that
included the elimination of City use of the 8th Floor by July 31, 2020.
Discussion
Per the direction of the Mayor and City Council, a Second Amendment to Lease
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Agreement with Vanir Tower is being provided for consideration. Staff has met with the
representative of Vanir Tower and has confirmed the property owner’s acceptance of
the 12 month lease extension and notice to vacate office space on the 8 th Floor by July
31, 2020. The proposed Second Amendment lease extension will be effective July 1,
2020 and will incorporate the following changes:
Rental rate of $1.95 per square foot per month.
24,537 total square feet occupied July 1-31, 2020
16,672 total square feet occupied August 1, 2020 through June 30, 2021
(Elimination of 8th Floor)
The Mayor, Councilmembers and City staff previously housed on the 8th floor will be
relocated to available City-occupied office space on the 3rd floor. The estimated cost to
vacate City use of the 8th floor and relocate offices to the 3rd floor is $15,000. This
amount does not include any tenant improvement or remodeling work for the 3rd floor
areas.
FY 2020/21 General Fund savings in the amount of approximately $128,000 are
expected as a result of approval of this lease extension. Staff will continue to evaluate
the City's office space needs and will present the Mayor and City Council with longer
term options prior to the expiration of this extended lease term. A presentation and
review of the City Hall Facility Assessment is planned for an upcoming regular meeting
of the Mayor and City Council.
2020-2025 Key Strategic Targets and Goals
Approval of the proposed amendment aligns with Key Target No. 1c: Financial Stability:
create a framework for spending decisions and No. 1e: create an asset management
plan. Extending the lease through June 30, 2021, p rovides cost savings and stability
related to the lease for budgeting purposes through FY 2020/21 and results in overall
savings by eliminating costs associated with the rental of office space on the 8th floor.
The lease extension also provides the City st aff the time necessary to work with the
Mayor and City Council to comprehensively evaluate long term options for a permanent
City Hall facility prior to the end of the lease extension.
Fiscal Impact
The proposed lease extension will result in an overall FY 2020/21 General Fund savings
of approximately $128,000 as compared to FY 2019/20 lease expenditures. Budgets for
the lease payment and associated moving costs have been incorporated into the
approved FY 2020/21 Operating Budgets in General Government A ccount No. 001-090-
0053-5171.
No additional General Fund appropriation is required as a result of this lease extension.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino adopt
Resolution 2020-157 authorizing the City Manager to execute Amendment No. 2 to the
Lease Agreement with Vanir Tower Building, Inc., at 290 North D Street, San
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Bernardino, California, extending the Lease Agreement through June 30, 2021, and
authorizing the Director of Finance to record budge t adjustments, as necessary, in
support of costs related to vacating rental space as provided in the Second
Amendment.
Attachments
Attachment 1 Resolution No 2020-157; Exhibit "A" - Amendment No. 2 to Lease
Agreement
Attachment 2 Resolution No. 2016-240 - Original Lease Agreement
Attachment 3 Resolution No. 2017-039 - Amendment No. 1 to Lease Agreement
Ward: 1
Synopsis of Previous Council Actions:
November 21, 2016 Resolution 2016-240 of the Mayor and City Council of the City of
San Bernardino was adopted, authorizing the City Manager to
execute a Lease Agreement between the City of San Bernardino
and Vanir Tower Building Incorporated for the Lease of Office
Space.
March 6, 2017 Resolution No. 2017-039 of the Mayor and City Council of the City
of San Bernardino was adopted, directing the City Manager to
execute the Amendment Number One to the Lease with Vanir
Tower Inc.
April 3, 2019 The Mayor and City Council authorized the City Manager to
execute two, six month lease extensions to the lease agreeme nt
between Vanir Tower Building, Inc., and the City of San Bernardino
extending the Lease agreement through April 15, 2020.
May 20, 2020 The Mayor and City Council directed staff to explore additional
lease options for extending the Vanir Tower lease.
June 17, 2020 The Mayor and City Council provided direction to staff to secure a
12 month lease extension with Vanir Tower and reduce rentable
space during the term of the lease.
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Resolution No. 2020-157
RESOLUTION NO. 2020-157
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
AUTHORIZING THE CITY MANAGER TO EXECUTE
AMENDMENT NO. 2 ("SECOND AMENDMENT") TO
THE LEASE AGREEMENT WITH VANIR TOWER
BUILDING, INC., AT 290 NORTH D STREET, SAN
BERNARDINO, CALIFORNIA, EXTENDING THE LEASE
AGREEMENT THROUGH JUNE 30, 2021 AND
AUTHORIZING THE DIRECTOR OF FINANCE TO
RECORD BUDGET ADJUSTMENTS, AS NECESSARY, IN
SUPPORT OF COSTS RELATED TO VACATING RENTAL
SPACE AS PROVIDED IN THE SECOND AMENDMENT
WHEREAS, the City and Vanir Tower Building, Inc. entered into a lease agreement for
the lease of office space at the Vanir Tower property located at 290 North “D” Street on
February 8, 2017; and
WHEREAS, the parties amended the lease on March 6, 2017 and the City subsequently
exercised two six-month extension options available to it under the Lease Agreement, as
amended; and
WHEREAS, the City’s current lease agreement term, including all term extensions,
expired on April 15, 2020 and the City has been a holdover tenant since that time; and
WHEREAS, the City now wishes to extend the term of the lease agreement through June
30, 2021 and to reduce the space leased.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The City Manager is hereby authorized to execute Amendment No. 2 to
the Lease Agreement between the City of San Bernardino and Vanir Tower Building, Inc.,
attached hereto as Exhibit “A” and incorporated herein.
SECTION 3. The City Manager is hereby authorized to execute any other such
documents as may be necessary to effectuate the intention of this Resolution.
SECTION 4. The Director of Finance is hereby authorized to record budget
adjustments, as necessary, and in an amount not to exceed $15,000, to support costs related to
vacating rental space as provided in the Second Amendment.
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Resolution No. 2020-157
SECTION 5. The City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on t he environment, the activity is not
subject to CEQA.
SECTION 6. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 6. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the Acting City Clerk this ___ day of __________ 2020.
John Valdivia, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, Acting City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2020-157
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, Acting City Clerk, hereby certify that the attached is a true
copy of Resolution No. 2020-___, adopted at a regular meeting held on the ___ day of _______
2020 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
NICKEL _____ _____ _______ _______
RICHARD _____ _____ _______ _______
MULVIHILL _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of
____________ 2020.
Genoveva Rocha, CMC, Acting City Clerk
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AMENDMENT NUMBER TWO TO THE LEASE AGREEMENT BETWEEN THE CITY
OF SAN BERNARDINO AND VANIR TOWER BUILDING, INC.
This Amendment Number Two (“Second Amendment”) is entered into by and between the City
of San Bernardino, a charter city organized under the laws of the State of California (hereinafter
the “City”), and Vanir Tower Building, Inc. (hereinafter the “Landlord”) as of July 1, 2020. City
and Landlord are at times referred to individually as “Party” and collectively as the “Parties.”
WHEREAS, City and Landlord entered into a Lease Agreement dated February 8, 2017
for the City’s lease of office space at Landlord’s property located at 290 North “D” Street, San
Bernardino, CA 92401, as further set out therein; and
WHEREAS, City and Landlord entered into Amendment Number One to the Lease
Agreement Between the City of San Bernardino and Vanir Tower Building, Inc., on March 6,
2017 (“First Amendment”) and City subsequently exercised two six-month extension options
available to it under the Lease Agreement, as amended; and
WHEREAS City continues to occupy the space leased pursuant to the Lease Agreement
as a holdover tenant; and
WHEREAS, the Parties now desire to extend the term of the Lease Agreement, as
amended, through June 30, 2021 and to reduce the amount of space leased.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein,
the Parties agree as follows:
1. Term. The term of the Lease Agreement, as amended, is extended through June
30, 2021.
2. Monthly Rent. The monthly rent from July 1, 2020 through June 30, 2021 shall
be at the per square foot cost of $1.95 monthly. For July 2020 only, the City shall pay Forty
Seven Thousand Eight Hundred Forty Seven Dollars and Fifteen Cents ($47,847.15). Beginning
August 1, 2020, the City shall pay monthly rent in the amount of Thirty Two Thousand, Five
Hundred Ten Dollars and Forty Cents ($32,510.40) to reflect the reduction in leased space
further described in Section 3 of this Second Amendment. Monthly rent paid through the
holdover term ending on the Effective Date of this Second Amendment shall remain as stated in
the original Lease Agreement, as amended by the First Amendment. No additional rent shall be
due or owing for the period prior to July 1, 2020.
3. Square Footage. The Premises shall remain the same through July 31, 2020.
However, during that time, references to the square footage of the leased premises being
approximately 23,716 square feet of useable space shall be replaced with 24,537 square feet of
rentable space. On or prior to July 31, 2020, the City shall vacate the 7,865 square feet of leased
space located on the 8th Floor (i.e., Suites 803 and 808). Effective August 1, 2020 through the
end of the term, the Premises shall mean the remaining 16,672 square feet of rentable space on
the 1st and 3rd Floors currently occupied by the City.
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4. Effect on Other Provisions. All other provisions of the Lease Agreement, as
amended by the First Amendment, shall remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have caused this Second Amendment to
be executed the day and year first above written.
CITY LANDLORD
__________________________ __________________________
Teri Ledoux, City Manager Dorene C. Dominguez, President
ATTEST:
___________________________ __________________________
Genoveva Rocha, Acting City Clerk [***Insert name***], Secretary
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Page 1
Public Hearing
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Kris Jensen, Director of Public Works
Subject: Resolution to Determine/Confirm Assessments and
Proceedings for Unpaid Solid Waste Collection Svcs.
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California:
1. Hold a Public Hearing; and
2. Adopt Resolution No. 2020-151 of the Mayor and City Council of the City of San
Bernardino, California, making determinations and confirming assessments and
proceedings for unpaid solid waste collection services.
Background
On April 1, 2016, as part of the City of San Bernardino’s Bankruptcy Recovery Plan, the
City of San Bernardino contracted with Burrtec Waste Industries to provide solid waste,
recycling, and right of way clean up services.
San Bernardino Municipal Code Section 8.24.050 provides that in the event the bill for
solid waste collection service together with any late charge thereon is not paid in full
within thirty (30) days after the date of mailing the notice of delinquency to the property
owner and tenant pursuant to Chapter 8.24.050(B), the franchised hauler may assign
such bill to the City for collection through the initiation of lien and special assessment
proceedings.
Discussion
On May 21, 2020, pursuant to Chapter 8.24.050 of the Municipal Code, an
administrative hearing was held to hear protests and resolve any inco nsistencies or
inequities prior to this public hearing before the Mayor and City Council. Each affected
property owner was notified of the administrative hearing. Ten individuals submitted
comments by email. No speakers personally appeared before the hearing officer. A total
of 20 customers spoke with Burrtec to address delinquent billings during the hearing
time.
Over the course of the last two months, a number of customers have either made
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payment arrangements or paid their delinquencies in full. These customers have been
removed from the list of properties to be assessed. The most current delinquency list
will be provided by staff at the Public Hearing on July 1, 2020 for consideration by the
Mayor and City Council.
A resolution has been prepared confirming the placement of liens on over 2,000
accounts and authorizing the subsequent assessment for all fees and charges, should
they remain unpaid at the time of submission to the County Assessor. Staff
recommends that, as authorized by San Bernardino Mun icipal Code, the Mayor and City
Council conduct a Public Hearing to consider the placement of liens against the
delinquent properties identified in Exhibit “A” and adopt a resolution authorizing the filing
of liens against certain properties for delinquent solid waste accounts with the San
Bernardino County Auditor Controller-Recorder. Exhibit “A” identifies delinquent
properties identified as of June 10, 2020, and is expected to be replaced with the most
current list to be provided by staff.
2020-2025 Key Strategic Targets and Goals
Confirming assessments and proceedings for unpaid solid waste collection services is
consistent with Key Target No 1a: Secure a long-term revenue source as the collection
of unpaid Solid Waste fees enables the Waste Hauler to continue providing mandatory
waste removal services throughout the City despite non -paying customers.
Fiscal Impact
No fiscal impact to the City. The total of proposed liens as of the June 10, 2020 parcel
list is $596,850.29. The proposed placement of a ssessments on the listed properties
ensures that the City of San Bernardino and Burrtec Waste are able to recover the
amounts owed for services provided to the customers.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bern ardino,
California:
1. Hold a Public Hearing; and
2. Adopt Resolution No. 2020-151 of the Mayor and City Council of the City of San
Bernardino, California, making determinations and confirming assessments and
proceedings for unpaid solid waste collection services.
Attachments
Attachment 1 Resolution No. 2020-151; Exhibit “A” Delinquent Properties Parcel
List as of June 10, 2020
Attachment 2 Hearing Notice Proof of Mailing May 8, 2020
Attachment 3 Notice of Administrative Hearing on Special Assessment and Lien
S.B.M.C. 8.24.050 February 2019 - January 2020
Attachment 4 Notice of Delinquency S.B.M.C. 8.24.050 City of San Bernardino
Attachment 5 Sample Invoice
Attachment 6 City of San Bernardino Municipal Code Section 8.24.040
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Attachment 7 City of San Bernardino Municipal Code Section 8.24.050
Attachment 8 Administrative Hearing Order
Ward: All
Synopsis of Previous Council Actions:
March 6, 2017 The Public Hearing was opened and continued to the Mayor and
City Council meeting of March 20, 2017.
March 20, 2017 Resolution No. 2017-50 was approved authorizing the Placement of
Liens for Solid Waste Accounts delinquent as of the Second
Quarter 2016, Third Quarter 2016, October 2016, and November
2016.
May 15, 2017 Resolution No. 2017-87 was approved authorizing the Placement of
Liens for Solid Waste Accounts delinquent as of December 2016
and January 2017.
July 18, 2018 Resolution No. 2018-213 was approved authorizing the Placement
of Liens for Solid Waste Accounts delinquent as of February 2017
through January 2018.
July 17, 2019 Resolution No. 2019-181 was approved authorizing the Placement
of Liens for Solid Waste Accounts delinquent as of February 2017
through January 2019.
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RESOLUTION NO. 2020-151
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
MAKING DETERMINATIONS AND CONFIRMING
ASSESSMENTS AND PROCEEDINGS FOR UNPAID
SOLID WASTE COLLECTION SERVICES
WHEREAS, to protect the health, safety, and welfare of the residents of the City of San
Bernardino (“City”), and pursuant to San Bernardino Municipal Code (“SBMC”) section
8.24.040(B) every occupied premises in the City is required to have solid waste collection
service; and
WHEREAS, on January 25, 2016 the Mayor and City Council approved, by Resolution
2016-10, a ten-year agreement (“Franchise Agreement”) with Burrtec Waste Industries, Inc.
(“Franchised Hauler”) to provide solid waste collection services to the City; and
WHEREAS, pursuant to section 21.11.1 of the Franchise Agreement, the Franchised
Hauler may not discontinue service for residential premises for nonpayment; and
WHEREAS, pursuant to SBMC section 8.24.050, and Government Code sections
37890.1 and 25831, the Franchised Hauler may assign accounts delinquent greater than sixty
(60) days to the City to be placed on the annual secured property tax rolls and that any amounts
owing would then become a lien on the property; and
WHEREAS, pursuant to SBMC section 8.24.050(B)(1) the Franchised Hauler sent
notices to property owners and occupants with accounts delinquent more than forty-five (45)
days informing the property owners and occupants of the delinquent amount and that failure to
pay that amount within fifteen (15) days of the notice could result in a special assessment and
lien upon the property as well as a ten-percent (10%) penalty and one and one-half percent
(1.5%) monthly interest charge; and
WHEREAS, pursuant to SBMC section 8.24.050(C) the Franchised Hauler assigned the
delinquent accounts to the City; and
WHEREAS, pursuant to SBMC section 8.24.050(D) the City Manager, through the
Director of Public Works, prepared a report of delinquency and initiated proceedings to create a
special assessment and lien on the properties with delinquent accounts; and
WHEREAS, pursuant to SBMC section 8.24.050(E) the City Manager, through the
Director of Public Works, sent notices to the owners and occupants of properties with delinquent
accounts giving at least ten (10) days’ notice that an administrative hearing had been set before
the Hearing Officer for May 21, 2020 at 10:00 a.m. in the Board Room at 201 N. “E” Street,
Third Floor, San Bernardino California and that a public hearing had been set before the Mayor
and City Council for July 1, 2020 at 7:00 p.m. in the Council Chambers at 555 W. 6th Street, San
Bernardino California; and
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Resolution No. 2020-151
WHEREAS, pursuant to SBMC section 8.24.050(F) the Hearing Officer for the City of
San Bernardino, at the aforementioned date, time and place, held an administrative hearing; and
WHEREAS, during the aforementioned administrative hearing, all appeals, protests, or
objections, if any, were duly presented and the Hearing Officer gave all persons noticed and
present desiring to be heard, an opportunit y to be heard in respect to any matter relating to said
assessments, to the corrections of said assessments, or to any matter relating to said assessments
or the proceedings therefore; and
WHEREAS, pursuant to SBMC section 8.24.050(G) the Mayor and City Council for the
City of San Bernardino, at the aforementioned date, time and place, held a public hearing; and
WHEREAS, during the aforementioned public hearing, all appeals, protests, or
objections, if any, were duly presented and the Mayor and City Coun cil gave all persons noticed
and present desiring to be heard, an opportunity to be heard in respect to any matter relating to
said assessments, to the corrections of said assessments, or to any matter relating to said
assessments or the proceedings therefore; and
WHEREAS, all such persons desiring to be heard have been heard by the Mayor and
City Council and the Mayor and City Council are fully informed of the premises.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. That said administrative and public hearings have been duly held; that each
and every step in the proceedings prior to and including the public h earing has been properly and
regularly taken; that this Mayor and City Council are satisfied with the correctness of the
assessments; the proceedings and all matters relating thereto; and that all protests, objections, or
appeals are hereby overruled and denied; and the Mayor and City Council do hereby confirm
said proceedings and said assessments.
SECTION 3. That the fees for solid waste collection shall be assessed against the
benefitting property and shall be assessed as a lien on the property benefited thereby, which lien
shall be included on the tax roll for taxes levied against the property.
SECTION 4. That the prorated first year interest @ 1.5% per month and a penalty of
10% of lien unpaid balance will be added to the delinquent amounts and assessed against the
benefitting properties.
SECTION 5. That additional interest shall be charged by the County of San Bernardino
if the balance remains unpaid for more than one year.
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Resolution No. 2020-151
SECTION 6. That the parcels to be liened and the amount of said lien are set forth on
Exhibit “A” attached hereto and made a part thereof.
SECTION 7. That the City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 8. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 9. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the Acting City Clerk this ___ day of __________, 2020.
John Valdivia, Mayor
City of San Bernardino
Attest:
__________________________________
Genoveva Rocha, CMC, Acting City Clerk
Approved as to form:
__________________________________
Sonia Carvalho, City Attorney
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Resolution No. 2020-151
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, Acting City Clerk, hereby certify that the attached is a true
copy of Resolution No. 2020-___, adopted at a regular meeting held at the ___ day of _______,
2020 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
NICKEL _____ _____ _______ _______
RICHARD _____ _____ _______ _______
MULVIHILL _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of
____________ 2020.
____________________________________
Genoveva Rocha, CMC, Acting City Clerk
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Packet Pg. 193 Attachment: PW.Solid Waste Accounts Liens.ATT 2 -Hearing Notice Proof of Mailing (6767 : Resolution to Determine/Confirm Assessments and
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Consent Calendar
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Eric McBride, Acting Chief of Police
Subject: May 31, 2020 Civil Unrest Update
Recommendation
That the Mayor and City Council of the City of San Bernardino, California, receive and
file an update on the Civil Unrest of May 31, 2020.
Background
On May 31, 2020, the City of San Bernardino experienced significant civil unr est in
various parts of the city. Originally, the incident was scheduled as a protest in the
downtown corridor in response to a national conversation on race and policing.
The previous day, information was received that there were several potential prot ests
being planned downtown. Across the nation and the region, there had been protests
occurring with the most significant local event being in the City of Rancho Cucamonga
where several hundred subjects had gathered. In Rancho Cucamonga, there was minor
damage to some businesses. Using available resources, there was no indication the
events being planned for San Bernardino would be any different, and the Police
Department planned accordingly.
Discussion
The Police Department assigned 48 personnel to work the event. An executive
manager, along with lieutenants, sergeants, and additional personnel were assigned. In
addition, the Police Department had access to all personnel assigned to the operations
bureau working patrol that day if needed. Due to the lack of intelligence in regards to the
potential size of the protest or their intentions, all surrounding agencies were also made
aware of the potential need for mutual aid. Due to current events, each agency had
scheduled a significant amount of officers, on overtime, to provide mutual aid if needed.
The Police Department continued to gather information regarding the event to gauge
whether or not anything changed in the scale or scope of the protest.
On the day of the scheduled protest, the Emergency Operations Center was activated
and established a unified command with the California Highway Patrol and the San
Bernardino County Sheriff’s Department, both of which embedded personnel in our
EOC. Additionally, the Police Department coordinated with the City Mana ger and the
City Attorney on the possibility of establishing a curfew.
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The Police Department has adopted a philosophy over the years to allow groups to
peacefully assemble to exercise their First Amendment Rights. The Department has
been successful in mitigating confrontations with groups that may be adversarial
towards law enforcement and prevent damage or injuries to police officers and
protesters. The plan for this event was to ensure the Police Department was in position
to closely monitor the protesters and the crowd dynamics but also to be in position to
deploy if the protest began to become destructive.
The day of the event, additional protests were published online but all were scheduled
to occur within the immediate area with varied start times. Due to the variations in the
start times, it was not necessary to modify the Department’s planned response.
At approximately 1600 hours, a crowd formed in front of City Hall; however, all of the
other planned protests did not materialize. Officers ind icated the crowd numbered
approximately 300 individuals, many holding signs and chanting. The crowd began
walking throughout the downtown area and by 1810 hours, the crowd had grown to
about 500-600 and was now in front of Police Department headquarters.
The crowd ascended the front steps of the police station and began banging on the
glass doors leading to the front lobby. The crowd appeared hostile, but no property was
being damaged. Several members from a local church were among the group. They
engaged the group, asking them to remain calm, which ultimately led to the crowd
leaving the Police Department without damaging any property. After leaving the front
steps of the police station, the crowd broke up with a group heading back downtown
and another eastbound on 5th Street from D Street.
As one faction of the crowd moved eastbound on 5 th Street, they encountered
approximately 15 California Highway Patrol officers. The CHP officers were providing
security for a state-owned facility, and they immediately formed a skirmish line to
confront the crowd. The crowd immediately became hostile towards the officers and
began throwing items. The CHP had about 75 officers on standby in the City. They
requested their assistance and also asked for mutual aid from ou r agency and others.
Up to this point, the crowd, while at times aggressive, had not damaged any property
and had not been provided the confrontation with law enforcement that they may have
wanted. The CHP skirmish line appeared to have provided the confro ntation many of
the aggressive protesters were seeking, and immediately, the crowd began to become
destructive.
Almost immediately, the crowd began to disperse and travel in different directions and
was no longer a cohesive group. While smaller bands head ed back downtown, others
began heading to the area of 9th and Waterman Avenue. Due to the destructive nature
of certain elements of the crowd and its growing size, mutual aid was immediately
requested. Officers deployed to the Waterman Discount Mall and ut ilized the Sheriff’s
helicopter to provide a dispersal order. The crowd quickly grew to over 2,000 and was
becoming very destructive. Additionally, the crowd was bombarding the officers with
rocks, bottles, bricks, fireworks, and anything that could be hurled to injure an officer.
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Since our regional law enforcement partners were on standby to provide mutual aid, we
were quickly augmented by the Sheriff’s Department, and the Fontana, Ontario,
Montclair, Colton, Rialto, Upland, Chino, Riverside, and Redlan ds Police Departments.
The deployment of officers at 9th and Waterman grew to about 250 officers very quickly
and the crowd continued to grow and become more aggressive. As the officers worked
to disperse the crowd, the Police Department began to receive i nformation of looting
across the entire 60 square miles of the city. This dynamic had not occurred elsewhere
in the region and required the Department to send split resources across the city to
combat the issue.
Some areas being targeted were the Inland Center Mall, both Walmart stores, Target,
Big 5, and Harbor Freight on Highland Avenue along with various other locations across
the city both small and large. We continued to gather information, live as it was being
posted, that individuals were attempting to rally other looters to target additional
locations throughout the city and in the neighboring communities of Redlands and
Highland. Both of these cities began to experience instances of looting and it also
spread to the high desert communities. This necessitated some assets to return to their
jurisdictions to combat the growing problems in their communities.
Eventually, the major group of protesters at 9th and Waterman were dispersed. The
department and allied agencies were left to provide asset protection to major retail
locations to prevent looting and respond to calls of active looting. One issue that arose
was the reluctance of businesses to send out board up crews to secure their locations
against additional theft. This caused multiple calls back to the same locations as they
were left unsecured.
By approximately 0230 hours, all mutual aid units had been released from the city. By
the end of the night, 32 arrests were made on subjects involved in the events. Twenty -
two of the suspects were not residents of San Bernardino. Additionally, there were
1,284 calls for service between May 31 and June 1, which is an exponential increase.
Following the night of the incident, the Department assembled a task force to follow-up
on the crimes that occurred. As a result, we have arrested a number of suspects and
have obtained arrest warrants for many others. Stolen property has been recovered and
returned to the property owners.
The City Manager declared a local emergency and established a city -wide curfew from
1800 hours to sunrise. In response, the department developed a temporary modified
staffing plan to increase the number of available resources to respond to protests,
unlawful assemblies, or other incidents requiring a significant police response.
Emergency staffing remained in place until June 5, 2020, at 0700 hours.
County Fire Department’s Property Damage Assessment Report from the May 31 st
incident concludes that 127 properties sustained damage or had to be boarded as
follows:
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24 Boarded 0% damage
89 Affected 1-9% damage
11 Minor 10-25% damage
3 Major 26-50% damage
0 Destroyed 50 - 100% damage
2020-2025 Key Strategic Targets and Goals
The update on the civil unrest of May 31, 2020, aligns with Key Target No. 3: Improved
Quality of Life as we constantly evaluate public safety service delivery models to
enhance the quality of service.
Fiscal Impact
As of June 25, 2020, reported overtime, salaries, and materials/supplies costs for this
event totaled $488,603.40. In addition, costs to replenish less lethal supplies are
$13,221.60.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, receive and file an update on the Civil Unrest of May 31, 2020.
Attachments
None.
Ward: All
Synopsis of Previous Council Actions: N/A
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Consent Calendar
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
Subject: 2020 Action Plan Update
Recommendation
That the Mayor and City Council receive and file the 2020 Action Plan Update.
Background
On October 25, 2019 and October 26, 2019, the Mayor, City Council and the City’s
Executive Team participated in a Leadership Workshop and worked openly and
collaboratively to develop 5-Year Strategic Targets and Goals. In an effort to establish
clearly defined expectations for the Targets and Goals established by the Mayor and
City Council, the Executive Team worked together to develop a 12 -month Action Plan
which was adopted by the City Council on January 15, 2020 (Attachment 1 - Resolution
No. 2020-05 attached).
The purpose of the action plan was to set agreed upon goals and to measure progress
towards accomplishing the 5-Year Strategic Targets and Goals. The Action Plan has
been updated and is attached (Attachment 2).
Discussion
Strategic Planning is an evolutionary process and an important effort to establish
effective systems and practices to address policy, planning and program
implementation. The outcome creates a framework for establishing the systems and
policies that will transform the community and guide decision -making.
As stated, the 5 Year Strategic Planning Report was developed during the 2 -day public
workshop held in October 2019 and contains an analysis of the City of San Bernardino’s
Strengths, Weaknesses, Opportunities, and Threats (SWOT), as well as Five Year
Horizon Key Strategic Targets and Goals (Exhibit A to the Resolution):
1. Key Target: FINANCIAL STABILITY
Key Goals:
Secure a long-term revenue source
Implement, maintain, and update a fiscal accountability plan
Create a framework for spending decisions
Minimize risk and litigation exposure
Create an asset management plan
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2. Key Target: FOCUSED, ALIGNED LEADERSHIP AND UNIFIED COMMUNITY
Key Goals:
Develop and implement a community engagement plan
Build a culture that attracts, retains, and motivates the highest quality talent
3. Key Target: IMPROVED QUALITY OF LIFE
Key Goals:
Reduce the burden of homelessness through engagement, collaboration, a nd
alignment with other entities
Develop a customer service initiative
Constantly evaluate public safety service delivery models to enhance the
quality of service
4. Key Target: ECONOMIC GROWTH & DEVELOPMENT
Key Goals:
Develop a branding and marketing campaign
Update the General Plan and Development Code
Roll out a strategy to create a 21st century urban core
2020 Action Plan Update Summary
The action plan contains aggressive timelines to accomplish many important goals
towards the longer term targets. Despite the many challenges that have faced not only
the City of San Bernardino, but the country as a whole over the last several months,
staff has been able to stay on target for most of the agreed upon goals over the first half
of the year. Attached is the updated action plan containing detail on the progress made
toward completing the 2020 Action Plan. Highlights are as follows by Key Target Area:
Financial Stability
Evaluation and Education associated with a potential tax measure - Staff has
worked continuously throughout the year on education material, continuous
community input, a follow-up community survey, and presentation to the Mayor
and City Council on June 24th.
Fee Study Update - Completed in May with an expectation of an additional $1M
in revenue in FY 2020/21. The study has not been updated since 2008.
Mid-Year Budget and Updated COVID 19 Mid Year Projections - San Bernardino
was one of the first cities in the region to bring forward updated budget projects
for FY 2019/20 resulting from the economic impacts of COVID 19 and the stay-
at-home orders.
Focused Aligned Leadership and Unified Community
Ongoing Census Outreach to ensure the City’s actual per capita funding is
realized.
Executive Leadership Recruitment efforts:
o Human Resources Director
o Public Works Director
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o City Clerk
o City Manager
o Animal Control Director
Classification and Compensation Study - Completed by the consultant and in
review by city staff.
Re-established the Arts Fest in Downtown (had to be cancelled due to COVID
19)
Neighborhood programs - Completed the Neighborhood Leadership Academy
Program and held luncheon to recognize our volunteer speakers and
participants. Presented Neighborhood Pride Awards, including yard signs and
promoted several of the awardees in the City’s Newsletter. Opened the
Neighborhood Service Center to welcome and engage the community. Initiated
the Matching Grants Program projects. Established community loan system of
essential items that can be checked-out for community events and meetings to
assist emerging and existing community leaders.
Improved Quality of Life
Community Oriented Public Safety (COPS) Model - Progress is being made to
open the first Police Deputy Substation at the Inland Center Mall (COVID 19
delayed), Bicycle Enforcement Team has been created and is currently assigned
downtown.
SB2 Permanent Local Housing allocation funding - on April 15, 2020 City Council
authorized submittal of the grant application and the application has been
submitted to HCD for consideration.
Sidewalk Vending Ordinance amendment - Ordinance has been drafted and will
be brought forward in August.
Fireworks Ordinance Amendment - City approved the ordinance with enhanced
penalties for ACPs.
Consolidated 5 Year Plan - Complete and approved by City Council
Grant application for revitalization of Seccombe Lake Park - Competed and
submitted. Unfortunately the grant was not awarded in the first round.
Violence Intervention Program (VIP) - engaged 400 individuals impacted by gun
violence and 185 received supportive services; hosted 6 proactive peace keeping
events; reduced gang related assaults by 15% by the end of 2019 (pre -Covid19);
reduced recidivism among program participants; and applied for CalVIP grant
(award to be announced in September 2020).
Economic Growth & Development
Branding and Marketing Campaign for ISCS - Complete. Unfortunately due to
CVID 19, the event was cancelled in 2020.
General Plan and Development Code RFPs - Complete and responses are being
evaluated.
Former Carousel Mall Redevelopment - RFP process complete and responses
are being evaluated.
5th Street Gateway - Purchase and Sale Agreement will be submitted to City
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Council in July.
Arden Guthrie - City Council and Oversight board have approved the PSA and it
has been forwarded to the State Department of Finance for consideration.
Bice Property - City Council placed the project on hold after considering the
results on the Letter of Interest in April of 2020.
In addition to the 2020 Month Action Plan accomplishments, several other events and
accomplishments have taken place over the past year that have required the use of
significant City resources to address:
COVID 19 Closure - The Stay At Home Order issued by the Governor in March
required that the City take continuous steps to alter operations to address employee
and public safety issues while continuously trying to maintain some level of “essential’
services to the community. Employees telecommuted where possible, but the Police
Department and Public Works Departments in particular had to take precautions and
continue working in the field. The Human Resources and City Manager’s Office
focused on ever changing State Orders, CDC Guidelines, and Public Health mandates.
As employees return to the workplace and staff works towards opening back up to the
public, the challenges are equally as difficult. Continuing to provide City services while
addressing the operational restrictions has consumed significant resources including
staff time in every department to implement policy changes, find, implement and support
new technology solutions and redefine workspaces.
FY 2020/21 Budget - The fiscal year budget was near completion as the COVID 19
pandemic hit. As such, the projections had to be completely reanalyzed. The projected
deficit in 2020/21 required that staff work to find ways to close the budget deficit. While
every effort was made to minimize the impact of cuts that were made the loss of
position and other cost savings measures will have a direct impact on service levels
throughout the City.
Agenda Management System - the electronic agenda management system had not
been utilized since 2017 due to workflow issues associated with system use. Without
the use of an agenda management system the City had to revert to the use of a paper
system that was difficult to manage and staff resource intensive. Staff worked to
resolve the issues and reinstituted use of the program in the fall of 2019 which has
improved workflow and reduced the amount of staff time to submit, approve, and post
council agenda items. Had the program not been re-implemented, the agenda process
would have been difficult to manage during the COVID 19 pandemic due to remote
working requirements.
New Council Chambers - At Council’s direction, staff worked to develop a better
meeting space for elected officials, staff, and the public at the Library. The Library lends
itself to a much more professional environment than the former chambers at the 201 E
Street Building.
2020-2025 Key Strategic Targets and Goals
This update on the 2020 Action Plan aligns with all Strategic Targets and Goals, but
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specifically with No. 2 - Focused Aligned Leadership and Unified Community as it builds
a culture of teamwork.
Fiscal Impact
None by this action.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, receive and file the Strategic Planning update.
Attachments
Attachment 1 Resolution 2020-5; Exhibit A - Strategic Work Session Report and
Exhibit B - 2020 Action Plan
Attachment 2 Updated 2020 Action Plan July 15, 2020
Ward: All
Synopsis of Previous Council Actions:
May 18, 2015 Resolution No. 2015-103 approved adopting the Operating
Practices for Good Government, Priority Goals and Strategic Action
Plans and the Financial Plan.
May 5, 2018 Resolution No. 2018-39 approved adopting the 2018/2019 Goals
and Objectives.
January 15, 2020 Resolution No. 2020-5 was approved adopting the 2020-2025 Key
Strategic Targets and Goals
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CITY OF SAN BERNARDINO
STRATEGIC PLANNING
WORK SESSION REPORT
January 15, 2020
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City of San Bernardino
Strategic Planning Work Session
Date:
October 26, 2019
Time:
8:30 a.m. – 9:00 a.m. Public Comment
9:00 a.m. – 1:00 p.m. Work Session
Location:
City of San Bernardino Multipurpose Room
201 N. E Street
San Bernardino, CA 92401
Attendees:
John Valdivia Mayor
Sandra Ibarra 2nd Ward Councilmember
Juan Figueroa 3rd Ward Councilmember
Fred Shorett 4th Ward Councilmember
Henry Nickel 5th Ward Councilmember
Bessine L. Richard 6th Ward Councilmember
Jim Mulvihill 7th Ward Councilmember
Teri Ledoux City Manager
Rebekah Kramer Assistant City Manager
Gary Saenz City Attorney
Michael Huntley Director of Community & Economic Development
Paul Espinoza Director of Finance
Mitch Cochran Director of Information Technology
Ed Erjavek Library Director
Jim Tickemyer Director of Parks and Recreation
Eric McBride Acting Chief of Police
Alex Qishta Acting Director of Public Works
Facilitators:
David Rabiner and Susy Wagner
Rabiner Resources, Inc.
536 SW Westwood Drive
Portland, Oregon 97239
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Introduction
The City of San Bernardino is a municipal corporation with a population of approximately
213,000. It serves as the county seat and operates under a council -manager form of
government as defined by the Charter adopted by voters on November 8, 2016 and file d
with the California Secretary of State January 31, 2017.
Purpose of Work Session
The purpose of the Strategic Planning Work Session was to d raft foundational documents
for a five-year strategic plan. The draft documents include 1) a list of strengths,
weaknesses, opportunities, and threats (SWOT), 2) key strategic targets, and 3) key
strategic goals.
Prior to this work session, City leaders developed a vision for the future, job statement,
and operating paradigm (Resolution No. 2018-130). These critical pieces, together with
the strategic plan, will serve as a guide for day-to-day decision-making and a roadmap for
prioritizing initiatives, projects, and resources.
Public Meeting
The meeting took place in an open, public setting. A member of the public present but
provided no comment or input in the process.
Pre-Work Session Planning
In preparation for the work session, the facilitators conducted telephone interviews with 12
of the attendees. Also prior to the work session, the City Manager, Assistant City Manager,
and City department heads provided the facilitators with lists of strengths, weaknesses,
opportunities, and threats. The facilitators refined these lists, drafted key strategic targets,
and key strategic goals. These three draft documents were used as starting points for
discussions at the work session.
Work Session Product
During the work session, the Mayor, City Councilmembers, and Executive staff worked
openly and collaboratively to finalize the Strengths Weaknesses Opportunities and Threats
(SWOT) lists, the key strategic targets, and key strategic goals.
SWOT LISTS
Strengths
Location
History
Great management team
Community and regional partnerships
Active Neighborhood Association groups
Education institutions
Great city events
County seat
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Large employers/large daytime workforce
Transportation hub
Affordable home ownership
Low cost of doing business
Airport
Existing Council districts
Community meetings
Empowered neighborhood groups
Commercial development
Hospitality area
Parks
Geothermal
Native American community
Weaknesses
Homelessness
County seat
Infrastructure and facility needs
Reputation/perception
Limited financial resources
Lack of cross-training/succession planning
Staff turnover rate/employee retention
Competitive compensation and benefits
Low home ownership/high percentage of rental properties
Politics/in-fighting
Civic pride
Primary elections/continuous campaigning
Cost recovery on facilities
Public trust
Declining reserves
Unmaintained property
Class boundaries
Low credit rating
AScrappy@ culture
Customer service
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Opportunities
Developer Interest:
Carousel/Central City Mall
Transit Center
BICE Property
Arden Guthrie Development
5th Street Gateway Development
Spring Trails
Highland Hills
Good initial polling results on potential tax measure
General Plan update funding
International airport/foreign trade zone
Cost Recovery Plan/updated fee schedule
Available land
City assets
Mayor and Councilmember unity, focus, and synergy
Affordable home ownership
Workforce development
Executive staff development
Change customer service culture
Opportunity Zone
Route 66 100th Anniversary (2026)
Tourist destination
Threats
State legislation and unfunded mandates adding to the homeless crisis and
negatively impacting public safety issues at the local level.
Examples:
o AB 109 Realignment (diverts people convicted of certain classes
of less serious felonies from the Department of Corrections (state
prison) to local county jails);
o SB 946 Safe Sidewalk Vending Act (establishes requirements for
local regulation of sidewalk vending and prohibits all criminal
penalties for sidewalk vending violations);
o Homeless rights legislation;
o Proposition 47 (reclassified certain theft and drug possession
offenses from felonies to misdemeanors);
o Proposition 57 (moved up parole consideration for nonviolent
offenders who have served the full-term of the sentence for their
primary offense and who demonstrate that their release to the
community would not pose an unreasonable risk of violence to the
community).
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Concentration of county social services
PERS unfunded liability
OPEB liability
Liability from claims and lawsuits
Natural disasters
Declining infrastructure
Undisciplined spending
Politics/in-fighting
Reduction of federal money
Cities competing for same investment dollars
Threat of disease from homeless population
SBX/Omnitrans financial issues
Smaller employment pools
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KEY STRATEGIC TARGETS AND GOALS
FIVE-YEAR HORIZON
Key Target: FINANCIAL STABILITY
Key Goals:
Secure a long-term revenue source
Implement, maintain, and update a fiscal accountability plan
Create a framework for spending decisions
Minimize risk and litigation exposure
Create an asset management plan
Key Target: FOCUSED, ALIGNED LEADERSHIP AND UNIFIED COMMUNITY
Key Goals:
Develop and implement a community engagement plan
Build a culture that attracts, retains, and motivates the highest quality talent
Key Target: IMPROVED QUALITY OF LIFE
Key Goals:
Reduce the burden of homelessness through engagement, collaboration, and
alignment with other entities
Develop a customer service initiative
Constantly evaluate public safety service delivery models to enhance the quality of
service
Key Target: ECONOMIC GROWTH & DEVELOPMENT
Key Goals:
Develop a branding and marketing campaign
Update the General Plan and Development Code
Roll out a strategy to create a 21st century urban core
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CITY OF SAN BERNARDINO
Five – Year Key Strategic Targets and Goals
2020 Action Plan
January 15, 2019 – January 15, 2020
1. Key Target: FINANCIAL STABILITY
WHEN WHO WHAT STATUS COMMENTS
By December
2020
Public W orks and
Community and
Econ. Dev.
Create an Asset Management Plan
including Real Property/Land Asset
Inventory and a property sale and
disposition policy.
In progress Real property would also
include city owned equipment
(e.g., vehicles, tools, computers
etc.) This would be
addressed through a separate
inventory and strategy.
December 2020 Finance Revisit reserve policy Not started Once FY 2019-20 CAFR is
finalized.
July 2020 City Manager Continue with evaluation and
education associated with a potential
tax measure.
In progress
March 2020 Finance Fee study update. In progress
April 2020 Finance County Fire District Re-opener In progress
February 2020 Finance Mid-Year budget report and Plan of
Adjustment/10 year projection updates.
In progress
Phase 2
playground
equipment
replacement
June 2020
Street
assessment to
MCC March
2020
Plan to ID trip
Public Works and
Human
Resources
Develop strategies to reduce liability:
Playground equipment
replacement Phase 2 (of 4)
Street assessment
Develop a plan to identify trip
and fall hazards
In progress Award of contract for
playground equipment will go to
MCC in February 2020
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and fall hazards
by December
2020
July 2020 City Attorney and
Police
Review use of force policies and
protocols
In progress Adding additional supervisory
oversight through COPPS
model and returning a
lieutenant from Animal Control
to the Watch Command
function. Working with the
District Attorney’s Office on
new OIS protocol.
April/May 2020 Finance Conduct Utility User Tax and Transient
Occupancy Tax audits
In progress Staff is working on preparing
the bid specs for revenue
audits for TOT, Franchise Fees
and Utility Users Fees
December 2020 Water
Department
Conduct a rate study for water and
waste water
In progress MCC will need to approve.
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2. Key Target: FOCUSED, ALIGNED LEADERSHIP AND UNIFIED COMMUNITY
WHEN WHO WHAT STATUS COMMENTS
June 2020 City Manager,
Finance, and
Human Resources
Evaluate the organization and identify
a structure and associated funding to
create better oversight of operations.
Not started To create efficiencies for
administrative and
development functions. To be
analyzed as part of the 2020/21
budget process.
Ongoing
throughout the
year
City Manager and
Community & Econ.
Dev. and IT
Census 2020 Outreach:
Engage Non-profits
City Boards/Commissions
Educate community through
newsletter/water bill
insert/website
Educate City employees
In progress To ensure city’s actual per
capita funding is realized.
Spring 2020 Human Resources
and City Manager
Complete Classification and
Compensation Study and prepare
report for City Council
In progress
January – March City Manager Assist the Mayor and City Council with
City Clerk recruitment
In progress
Ongoing – RFP
for recruiter to
MCC by March
City Manager Assist the Mayor and City Council with
City Manager recruitment
In progress RFP for recruitment has been
released.
March 2020 City Manager Assist the Mayor and City Council with
the transition of elected City Clerk and
City Attorney to contract City Attorney
and appointed City Clerk.
Not started
By March and
December 2020
City Manager Hold 2 follow-up Strategic Planning
Workshops
In progress First of 2 proposed for a
Wednesday in March.
By December
2020
City Manager Hold a minimum of 2 special Mayor
and City Council W orkshops on
complex programs and projects
Not started
Ongoing Human Resources Complete labor negotiations with all 5
bargaining groups
Not started All bargaining group MOUs
expire June 30, 2020
Ongoing –City Manager Invite neighborhood matching grant In progress These programs build strong
6.c
Packet Pg. 234 Attachment: CM.12 Month Action Plant. Attach.Exhibit B (6797 : 2020 Action Plan Update)
4
Update to
Council of
Leadership
Academy and
Matching Grants
Programs by July
2020
projects to help improve and engage
the community, provide council update
on neighborhood leadership academy
and graduates. Distribute monthly
Neighborhood Pride Awards to
encourage community to maintain their
properties. Analyze and develop
leadership academy program for 2020.
partnerships within the
community, while building
leaders and engaging the
community in a positive
manner.
December of
2020
City Attorney,
Human Resources
and City Manager
Update Personnel Rules. In progress Update required to be
consistent with Charter
changes.
March 2020 Parks Recreation
and Community
Services/Community
and Econ. Dev
Re-establish SB Art Fest in Downtown
Corridor. Chamber of Commerce will
participate.
In progress To promote interest and
opportunity in downtown
corridor through community
engagement and participation
June 2020 Parks Recreation
and Community
Services
Continue grant funded Operation
Splash program and partnership with
Kaiser-Permanente.
In progress Provide swim lessons, water
safety education and nutritional
guidance to underserved
communities
Ongoing Police/City Manager
(CATV)
Improve community engagement and
education.
In progress Working on public education
video content for public service
pieces that address common
community concerns such as
sidewalk vending and
homelessness.
6.c
Packet Pg. 235 Attachment: CM.12 Month Action Plant. Attach.Exhibit B (6797 : 2020 Action Plan Update)
5
3. Key Target: IMPROVED QUALITY OF LIFE
WHEN WHO WHAT STATUS COMMENTS
December 2020 Police,
Community and
Econ. Dev.
Depts. (Code
Enforcement)
and Attorney’s
Office
Single-Family Rental Property
Inspection Program and the Crime-
Free Rental Housing Program –
Evaluate these programs to ensure
their effectiveness
Not Started Develop new workflow
protocols between PD and
CED to maintain continuity of
existing programs and ensure
District Resource Officers and
Code Officers are working in
concert to address housing
related issues.
June 2020 Public Works Implement additional options for bulky
item collection and expand public
education on all options
Not started Should help reduce the amount
of dumping in the city.
Ongoing Police Continued implementation of the
COPS model:
Evaluation of Police Sub-
stations
Bicycle Team (team in DT
February 2020)
Cameras
In progress Seek further opportunities for
no-cost or low-cost sub-
stations.
Deploy Bicycle Mounted
Enforcement Team (BMET).
Reconfigure crime cameras
into coherent networks and
deploy smart camera
technology.
As soon as HCD
releases the
notice
Community and
Econ. Dev.
Apply for SB2 Permanent Local
Housing allocation funding.
Not started Notice of Funds expected to be
released in the Spring of 2020.
SB allocation expected to be
$1.2M (plus $64k for
administrative costs)
Ongoing
throughout the
year
Community and
Econ. Dev.
Continue HUD/ESG funded housing
targets for homeless through 2020/21
with the following service providers:
Step Up on 2nd
Lutheran Social Services
Community Action Partnership
Salvation Army
In progress Housing staff continues to work
with and monitor the service
providers to meet the City’s
goals related to homelessness.
6.c
Packet Pg. 236 Attachment: CM.12 Month Action Plant. Attach.Exhibit B (6797 : 2020 Action Plan Update)
6
Family Services Association
60 Permanent housing units
160 Shelter nights
70 Motel vouchers
230 Emergency shelter nights
130 Homeless prevention
Ongoing Community and
Econ. Dev. and
Police
Work with the County of SB on
recidivism numbers from the HMIS
Data System to measure the
effectiveness of the ESG Programs
In progress Housing staff continues to work
with the County of San
Bernardino.
Late
summer/early fall
2020
Police and
Community and
Economic
Development
Research and evaluate other
successful homeless programs and
report back on possible new programs
for San Bernardino
Not started Salt Lake City and San Diego
are possibilities
December 2020 City Manager’s
Office, Animal
Control Dept and
Public Works
Build an effective Animal Control
Department:
Hire a Director – by April 2020
Implement a volunteer/rescue
program - end of 2020
Complete approved shelter
improvements – June 2020
Look at long-term shelter
options and bring back
recommendations – throughout
the year
In progress
June 2020 City Attorney,
Finance, Police,
Community and
Econ. Dev
Sidewalk vending ordinance
amendment and enforcement
In progress Develop protocols to support
Finance and CD enforcement
efforts
Spring 2020 City Attorney and
Police
Fireworks ordinance amendment
Ongoing Community and Pursue opportunities with Accelerating In progress Housing staff continues to work
6.c
Packet Pg. 237 Attachment: CM.12 Month Action Plant. Attach.Exhibit B (6797 : 2020 Action Plan Update)
7
throughout the
year
Econ. Dev. Investments for Healthy Communities
Initiative (AIHC)
with AIHC to identify available
land to provide affordable
housing and services.
May 2020 Community and
Econ. Dev.
Complete the 5 Year Consolidated
Plan to ensure that the City continues
to receive HUD funding
In progress Housing staff continues to
conduct community outreach in
preparation of the draft Con
Plan.
March/April 2020 Police and
Community and
Econ. Dev.
Implement the move of the Code
Enforcement Division back into
Community and Economic
Development Dept.
In progress
Pending State
approval and
award.
(Early 2020)
Parks, Rec and
Community
Services/Public
Works
Grant funded re-design and
revitalization of Seccombe Lake Park
Grant
application
submitted
Revitalization of Seccombe
Lake will promote community
through recreation and improve
quality of life on a local and
regional level.
Report findings
to MCC by July
2020
Community and
Economic
Development
Research Property Based Business
Improvement Districts (PBIDS) for
downtown and other business corridors
in the City (Highland Ave/Base Line).
Not started Formed by a vote of
businesses within certain
boundaries to create a funding
mechanism for items such as
security and maintenance and
marketing. Would need to hire
a consultant.
Report findings
to MCC by July
2020
City Manager
and Police
Work with Downtown public agencies
on a joint plan for increased security
Not started City, Court House, County, and
State Offices
December 2020 City Manager’s
Office/Police
Department
Violence Intervention Program Goals:
Engage 300 individuals
impacted by violence and enroll
70 highest risk individuals into
comprehensive supportive
services
Reduce recidivism among
program participants by 15
percent
6.c
Packet Pg. 238 Attachment: CM.12 Month Action Plant. Attach.Exhibit B (6797 : 2020 Action Plan Update)
8
Reduce gang-related retaliatory
assaults by 10%
Host 2 VIP Community Sit-
downs with 30 highest risk
individuals identified by law
enforcement
Host three proactive peace
keeping community
engagement events
Invest in program database
software
6.c
Packet Pg. 239 Attachment: CM.12 Month Action Plant. Attach.Exhibit B (6797 : 2020 Action Plan Update)
9
4. Key Target: ECONOMIC GROWTH & DEVELOPMENT
WHEN WHO WHAT STATUS COMMENTS
By June 2020 CM’s Office and
Community and
Econ. Dev. Dept.
Branding and Marketing Campaign –
2020 ICSC Marketing Materials
Materials to be
completed by
April 2020
Establish a standard branding
format for internal and exterior
use.
By June 2020 City Manager and
Community and
Econ. Dev.
Create an Economic Development
Specialist position that focuses on
business attraction, community
engagement, marketing and media
relations etc.
Transfer of funds from CM to
CED
By June 2020 Community and
Econ. Dev. Dept.
General Plan and Development Code
Update:
Prepare RFP to select a
professional planning and env.
firm to assist the City
Execute a professional service
agreement
Establish a project schedule to
complete the project.
Draft RFP has
been started
The overall project will take
between 2 to 3 years.
Note: The Downtown Specific
Plan will be a component of
the project. Once the
consultant has been retained,
the project schedule will
identify the timing of the
Specific Plan.
By December
2020
Community and
Econ. Dev. Dept.
and Police
Roll out a strategy to create a 21st
century urban core – Will be created as
part of the “Visioning” component of
the General Plan update. Plan will be
inclusive of options for City Hall.
Not started Will be part of the first phase
of the General Plan update.
Create an urban core centered
police district and build out
staffing model to meaningfully
address downtown crime
issues.
By June 2020 Community and
Econ. Dev. Dept.
Former Carousel Mall Redevelopment:
Prepare RFP for circulation to
the top 3 developers
Select a developer to
redevelopment the former
Carousel Mall property
Draft RFP has
been started
The RFP will go out at the end
of January 2020. The
developers will be given 90
days to respond. Selection
should occur at the end of FY
2019/2020.
6.c
Packet Pg. 240 Attachment: CM.12 Month Action Plant. Attach.Exhibit B (6797 : 2020 Action Plan Update)
10
June 2020 City Manager, Public
Works, and
Community and
Econ. Dev. Dept.
Create a one stop counter for
Development Services through a re-
structure of the Public Works and
Community and Economic
Development Departments. Will
include evaluation of permit system.
Not started To create efficiencies for
development. To be analyzed
as part of the mid-year and
2020/20 budget process
By July 2020 Community and
Econ. Dev. Dept.
5th Street Gateway Properties In Negotiations Extend ENA February 5, 2020;
Process Entitlements by May
2020; Close Escrow July
2020.
By July 2020 Community and
Econ. Dev. Dept.
Arden Guthrie In Negotiations Final Offer to MCC by
February 2020; Reviewed by
CWOB and DOF by June
2020; Close Escrow July
2020.
By May 2020 Community and
Econ. Dev. Dept.
Theater Square In Negotiations Final Offer to MCC by
February 2020; Close Escrow
by May 2020.
By July 2020 Community and
Econ. Dev. Dept.
Bice Property In Negotiations Interviews with developers by
end of January 2020;
Selection by the MCC the
second meeting in February;
Negotiate sale of the property
by July 2020.
August of
2020
Public Works and
City Manager
Negotiate new agreement for operation
of the California Theater.
Started
July of 2020 Public Works and
City Manager
Waterman Landfill
Research Development
Opportunities
Report to Mayor and City
Council
Not Started Staff will report back on Phase
3 environmental impact by
March and provide research
results on allowable
development opportunities by
July.
March/April
2020
City Attorney and
Community and
Econ. Dev.
Cannabis Ordinance Amendment. Started Planning Division working with
the City Attorney’s office.
June 2020 Public Works and Negotiate Highland Hills CFD. Started Staff will provide and update
6.c
Packet Pg. 241 Attachment: CM.12 Month Action Plant. Attach.Exhibit B (6797 : 2020 Action Plan Update)
11
Attorney on progress
January 2020 Community and
Econ. Dev.
Spring Trails Annexation. Started Resolution for consideration
by the Mayor and City Council
on January 15th.
March 2020 Public Works and
City Manager
Negotiate with Vanir Tower on lease
agreement that expires in April.
Started
6.c
Packet Pg. 242 Attachment: CM.12 Month Action Plant. Attach.Exhibit B (6797 : 2020 Action Plan Update)
1
6/26/2020
CITY OF SAN BERNARDINO
Five – Year Key Strategic Targets and Goals
2020 Action Plan
January 15, 2020 – January 15, 2021
(Updated July 1, 2020)
1. Key Target: FINANCIAL STABILITY
WHEN WHO WHAT STATUS COMMENTS
By December
2020
Public W orks and
Community and
Econ. Dev.
Public Works
Create an Asset Management Plan
including Real Property/Land Asset
Inventory and a property sale and
disposition policy.
Vehicle/Equipment Asset Inventory
and Development of Long Term
Replacement Strategy
Property and land asset inventory have
been delayed due to vacant property
manager position.
In progress
In Progress
Real property would also
include city owned equipment
(e.g., vehicles, tools, computers
etc.) This would be
addressed through a separate
inventory and strategy.
Vehicle list to be circulated to
Department Heads for
verification of use in
July/August 2020
December 2020 Finance Revisit reserve policy Not started Once FY 2019-20 CAFR is
finalized.
July 2020 City Manager Continue with evaluation and
education associated with a potential
tax measure.
In progress Staff has continued working
with the consultants on
educational materials,
continuous community input,
6.d
Packet Pg. 243 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
2
6/26/2020
and a new community survey
was completed in May to gage
voter opinions since the last
survey in August of 2019. Staff
will be bringing forward a
resolution to place a tax
measure on the ballot in July.
March 2020 Finance Fee study update. In
progressComplete
December April
2020
Finance County Fire District Re-opener In progress Finance is working with the
County of SB to obtain the
necessary property tax
information.
February 2020 Finance Mid-Year budget report and Plan of
Adjustment/10 year projection updates.
In
progressComplete
Mid Year projections were
updated in February and again
in May due to the revenue
impacts of COVID 19.
Phase 2
playground
equipment
replacement
June 2020
Street
assessment to
MCC March
August 2020
Plan to ID trip
Public Works and
Human
Resources
Develop strategies to reduce liability:
Playground equipment
replacement Phase 2 (of 4)
Street assessment
Develop a plan to identify trip
and fall hazards
In progress
In Progress
In Progress
Award of contract for
playground equipment will go to
MCC in February 2020Phase 2
is currently in construction and
expected to be completed by
July 31, 2020.
Street assessment completed
March 2020. Staff received
software training in April and
will provide to Council in
August 2020.
6.d
Packet Pg. 244 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
3
6/26/2020
and fall hazards
by December
2020
In Progress
Internal meetings planned in
July with Operations staff to
develop program.
Public Works and Human
Resources are working on
finalizing the draft Plan to
identify trip and fall hazards.
July 2020 City Attorney and
Police
Review use of force policies and
protocols
In progress Adding additional supervisory
oversight through COPPS
model and returning a
lieutenant from Animal Control
to the Watch Command
function. Working with the
District Attorney’s Office on
new OIS protocol.
Lt. has been added as
weekend watch commander.
OIS protocol implemented
w/DA Office. Carotid restraint
has been elevated to deadly
force.
April/May
October 2020
Finance Conduct Utility User Tax and Transient
Occupancy Tax audits
In progress Staff is working on preparing
the bid specs for revenue
audits for TOT, Franchise Fees
and Utility Users Fees
December 2020 Water
Department
Conduct a rate study for water and
waste water
In progress MCC will need to approve.
Water Board approval
6.d
Packet Pg. 245 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
4
6/26/2020
2. Key Target: FOCUSED, ALIGNED LEADERSHIP AND UNIFIED COMMUNITY
WHEN WHO WHAT STATUS COMMENTS
June 2020 City Manager,
Finance, and
Human Resources
Evaluate the organization and identify
a structure and associated funding to
create better oversight of operations.
Not started
Complete
To create efficiencies for
administrative and
development functions. To be
analyzed as part of the
2020/21 budget process.
Due to the budget deficit,
necasarynecessary staff ing
levels to accomplish this action
was not possible.
Ongoing
throughout the
year
City Manager and
Community & Econ.
Dev. and IT
Census 2020 Outreach:
Engage Non-profits
City Boards/Commissions
Educate community through
newsletter/water bill
insert/website
Educate City employees
In progress
Ongoing.
To ensure city’s actual per
capita funding is realized.
December 2020 Human Resources
and City Manager
Complete Classification and
Compensation Study and prepare
report for City Council
In progress An extensive audit was a
condition in the MOUs
miscellaneous groups. The
Consultant is working on
finalizing the findings and
recommendations in order to
produce a final draft for the
City’s consideration.
January – March City Manager Assist the Mayor and City Council with
City Clerk recruitment
In progress
Complete
Contract for new City Clerk will
be brought forward in July.
Ongoing – RFP
for recruiter to
City Manager Assist the Mayor and City Council with
City Manager recruitment
In progress RFP for recruitment has been
released. Recruiter hired,
6.d
Packet Pg. 246 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
5
6/26/2020
MCC by March recruitment period closed,
MCC will conduct interviews in
late July. Awarding a contract
to the top candidate will likely
take place in August.
March 2020 City Manager Assist the Mayor and City Council with
the transition of elected City Clerk and
City Attorney to contract City Attorney
and appointed City Clerk.
Not
startedCompleted.
The City Manager’s Office
assisted with the agenda
process for several months
during the transition.
By March and
December 2020
City Manager Hold 2 follow-up Strategic Planning
Workshops
In progress
On Hold.
First of 2 proposed for a
Wednesday in March.
Sessions were scheduled for
March, but had to be cancelled
due to the consultant’s health
issue. Have not been able to
re-schedule due to COVID 19
restrictions.
By December
2020
City Manager Hold a minimum of 2 special Mayor
and City Council W orkshops on
complex programs and projects such
as:
City Hall
Campaign Contributions
Housing/Manufactured Homes
PBIDS
Landfill Development
Not started
On-Hold.
Have not been able to
schedule due to in-person
meeting restrictions. The listed
topics will be scheduled in the
coming months.
Ongoing Human Resources Complete labor negotiations with all 5
bargaining groups
Not started
In progress.
All bargaining group MOUs
expire June 30, 2020. COVID
19 impacts changed the scope
of the negotiations. Due to the
6.d
Packet Pg. 247 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
6
6/26/2020
anticipated budget deficit in FY
20/21HR has been working
with the groups to negotiate
possible concessions for next
FY.
Ongoing –
Update to
Council of
Leadership
Academy and
Matching Grants
Programs by July
2020
City Manager Resume and complete neighborhood
matching grant projects from 2019/20
that were halted by COVID19
restrictions. Projects help improve and
engage the community. Identify and
present monthly Neighborhood Pride
Awards to encourage community to
maintain their properties. Plan and
develop leadership academy program
for 2020/2021.Work with departments
to implement procedures for engaging
and servicing the community while
maintaining social distancing
measures; Call Takers making
appointments, screening all calls and
assisting remotely when possible.
In progress These programs and
procedures build strong
partnership with the
community, engage and serve
the community in a positive
and streamlined manner.
December of
2020
City Attorney,
Human Resources
and City Manager
Update Personnel Rules. In progress Update required to be
consistent with Charter
changes.
March 2020 Parks Recreation
and Community
Services/Community
and Econ. Dev
Re-establish SB Art Fest in Downtown
Corridor. Chamber of Commerce will
participate.
In progress
Complete
To promote interest and
opportunity in downtown
corridor through community
engagementcommunity
6.d
Packet Pg. 248 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
7
6/26/2020
engagement and participation.
Unfortunately, this event had to
be cancelled the week of the
Stay at Home Order was
issued due to COVID 19.
June 2020 Parks Recreation
and Community
Services
Continue grant funded Operation
Splash program and partnership with
Kaiser-Permanente.
In progress Provide swim lessons, water
safety education and nutritional
guidance to underserved
communities
Ongoing Police/City Manager
(CATV)
Improve community engagement and
education.
In progress Working on public education
video content for public service
pieces that address common
community concerns such as
sidewalk vending and
homelessness.Police
department has completed
numerous PSA’s and have
posted on our social media
platforms.
6.d
Packet Pg. 249 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
8
6/26/2020
3. Key Target: IMPROVED QUALITY OF LIFE
WHEN WHO WHAT STATUS COMMENTS
December 2020 Police,
Community and
Econ. Dev.
Depts. (Code
Enforcement)
and Attorney’s
Office
Single-Family Rental Property
Inspection Program and the Crime-
Free Rental Housing Program –
Evaluate these programs to ensure
their effectiveness
Not Started Develop new workflow
protocols between PD and
CED to maintain continuity of
existing programs and ensure
District Resource Officers and
Code Officers are working in
concert to address housing
related issues.
June December
2020
Public Works Implement additional options for bulky
item collection and expand public
education on all options
Not started Should help reduce the amount
of dumping in the city. Delayed
due to Covid-19. Bulky item
pick up to restart June 27, 2020
Ongoing Police Continued implementation of the
COPS model:
Evaluation of Police Sub-
stations
Bicycle Team (team in DT
February 2020)
Cameras
In progress Seek further opportunities for
no-cost or low-cost sub-
stations.
Deploy Bicycle Mounted
Enforcement Team (BMET).
Reconfigure crime cameras
into coherent networks and
deploy smart camera
technology.
Progress is being made to
open first COP at Inland Center
Mall. Bicycle Enforcement
Team has been created and is
6.d
Packet Pg. 250 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
9
6/26/2020
currently assigned downtown.
Council approved re-
deployment of cameras in
downtown corridor.
As soon as HCD
releases the
notice
Community and
Econ. Dev.
Apply for SB2 Permanent Local
Housing allocation funding.
Not started
In Progress
Notice of Funds expected to be
released in the Spring of 2020.
SB allocation expected to be
$1.2M (plus $64k for
administrative costs). On April
15, 2020, City Council
authorized submittal of the
grant application. The grant
application has been submitted
to HCD for consideration.
Ongoing
throughout the
year
Community and
Econ. Dev.
Continue HUD/ESG funded housing
targets for homeless through 2020/21
with the following service providers:
Step Up on 2nd
Lutheran Social Services
Community Action Partnership
Salvation Army
Family Services Association
60 Permanent housing units
160 Shelter nights
70 Motel vouchers
In progress Housing staff continues to work
with and monitor the service
providers to meet the City’s
goals related to homelessness.
6.d
Packet Pg. 251 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
10
6/26/2020
230 Emergency shelter nights
130 Homeless prevention
Ongoing Community and
Econ. Dev. and
Police
Work with the County of SB on
recidivism numbers from the HMIS
Data System to measure the
effectiveness of the ESG Programs
In progress Housing staff continues to work
with the County of San
Bernardino.
Late
summer/early fall
2020
Police and
Community and
Economic
Development
Research and evaluate other
successful homeless programs and
report back on possible new programs
for San Bernardino
Not started Salt Lake City, and San Diego
and Victorville are possibilities
December 2020 City Manager’s
Office, Animal
Control Dept and
Public Works
Build an effective Animal Control
Department:
Hire a Director – by April 2020
Implement a volunteer/rescue
program - end of 2020
Complete approved shelter
improvements – June 2020
Look at long-term shelter
options and bring back
recommendations – throughout
the year
In progress Animal shelter room
replacement completed
Mold abatement in progress
June August
2020
City Attorney,
Finance, Police,
Community and
Econ. Dev.
Sidewalk vending ordinance
amendment and enforcement
In progress Develop protocols to support
Finance and CD enforcement
efforts. Ordinance has been
drafted and will be brought
forward for approval in August.
6.d
Packet Pg. 252 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
11
6/26/2020
Spring 2020 City Attorney and
Police
Fireworks ordinance amendment In progress
Complete
City Council approved the the
new ordinance with enhanced
penalties for ACPs.
Ongoing
throughout the
year
Community and
Econ. Dev.
Pursue opportunities with Accelerating
Investments for Healthy Communities
Initiative (AIHC)
In progress Housing staff continues to work
with AIHC to identify available
land to provide affordable
housing and services.
May 2020 Community and
Econ. Dev.
Complete the 5 Year Consolidated
Plan to ensure that the City continues
to receive HUD funding
In
progressComplete
Housing staff continues to
conduct community outreach in
preparation of the draft Con
Plan. City Council approved the
5- Year Consolidated Plan on
April 15, 2020.
March/April 2020 Police and
Community and
Econ. Dev.
Implement the move of the Code
Enforcement Division back into
Community and Economic
Development Dept.
In progress
Complete
Code Enforement was
successfully transferred to CED
in February. Completed.
Pending State
approval and
award.
(Early 2020)
Parks, Rec and
Community
Services/Public
Works
Grant funded re-design and
revitalization of Seccombe Lake Park
Grant application
submitted
Complete
Revitalization of Seccombe
Lake will promote community
through recreation and improve
quality of life on a local and
regional level. Unfortunately,
the City was not awarded the
grant in this round. Staff has
been working to determine how
we can strengthen the
application for the next round in
September.
Report findings
to MCC by July
2020
Community and
Economic
Development
Research Property Based Business
Improvement Districts (PBIDS) for
downtown and other business corridors
Not started Formed by a vote of
businesses within certain
boundaries to create a funding
6.d
Packet Pg. 253 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
12
6/26/2020
in the City (Highland Ave/Base Line).
mechanism for items such as
security and maintenance and
marketing. Would need to hire
a consultant.
Report findings
to MCC by July
Fall 2020
City Manager
and Police
Work with Downtown public agencies
on a joint plan for increased security
Not started City, Court House, County, and
State Offices Delayed due to
Covid-19.
December 2020 City Manager’s
Office/Police
Department
Violence Intervention Program Goals:
Engage 300 individuals
impacted by violence and enroll
70 highest risk individuals into
comprehensive supportive
services
Reduce recidivism among
program participants by 15
percent
Reduce gang-related retaliatory
assaults by 10%
Host 2 VIP Community Sit-
downs with 30 highest risk
individuals identified by law
enforcement
Host three proactive peace
keeping community
engagement events
Invest in program database
software
First call in was completed.
Second call in was scheduled
but has been delayed due to
Covid-19 restrictions.
VIP engaged 400 individuals
impacted by gun violence and
185 received supportive
services.
VIP hosted 6 proactive peace
keeping events
Reduced gang related assaults
by 15% by the end of 2019 (
pre-covid )
Reduced recidivism among
program participants by 50%
Database will be funded if and
when City is awarded CalVIP
grant in September 2020
6.d
Packet Pg. 254 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
13
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4. Key Target: ECONOMIC GROWTH & DEVELOPMENT
WHEN WHO WHAT STATUS COMMENTS
By June
20202021
CM’s Office and
Community and
Econ. Dev. Dept.
Branding and Marketing Campaign –
2020 ICSC Marketing Materials
Materials to be
completed by
April 2020
CompleteOn hold
for 2021 ICSC
Conference.
Establish a standard branding
format for internal and exterior
use. Unfortunately, ICSC was
cancelled due to COVID 19.
However, staff now has the
marketing materials ready for
use .
By June 2020 City Manager and
Community and
Econ. Dev.
Create an Economic Development
SpecialistDevelopment Specialist
position that focuses on business
attraction, community engagement,
marketing and media relations etc.
Complete Transfer of funds from CM to
CED. Approved as part of the
20/21 budget process.
By June
2020By June
2020
Community and
Econ. Dev. Dept.
General Plan and Development Code
Update:
Prepare RFP to select a
professional planning and env.
firm to assist the City
Execute a professional service
agreement
Establish a project schedule to
complete the project.
Draft RFP has
been started
RFP Complete
and responses
are being
evaluated.
The overall project will take
between 2 to 3 years.
Note: The Downtown Specific
Plan will be a component of
the project. Once the
consultant has been retained,
the project schedule will
identify the timing of the
Specific Plan.
By December
2020
Community and
Econ. Dev. Dept.
and Police
Roll out a strategy to create a 21st
century urban core – Will be created as
part of the “Visioning” component of
the General Plan update. Plan will be
inclusive of options for City Hall.
Not started Will be part of the first phase
of the General Plan update.
Create an urban core centered
police district and build out
staffing model to meaningfully
address downtown crime
6.d
Packet Pg. 255 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
14
6/26/2020
issues.
By June 2020 Community and
Econ. Dev. Dept.
Former Carousel Mall Redevelopment:
Prepare RFP for circulation to
the top 3 developers
Select a developer to
redevelopment the former
Carousel Mall property
Draft RFP has
been started
RFP completed
and respsonses
are being
evalutedevaluated
In Progress
The RFP will go out at the end
of January 2020. The
developers will be given 90
days to respond. Selection
should occur at the end of FY
2019/2020.
RFP completed and
responses are being evaluated
June
2020TBD
City Manager, Public
Works, and
Community and
Econ. Dev. Dept.
Create a one stop counter for
Development Services through a re-
structure of the Public Works and
Community and Economic
Development Departments. Will
include evaluation of permit system.
Not started To create efficiencies for
development. To be analyzed
as part of the mid-year and
2020/20 budget process
Land development transitioned
to PW from CED effective July
1, 2020. Permit system
evaluation still in progress.
By July 2020 Community and
Econ. Dev. Dept.
5th Street Gateway Properties In NegotiationsIn
Progress
Extend ENA February 5, 2020;
Process Entitlements by May
2020; Close Escrow July
2020. Purchase and Sale
Agreement in final draft;
entitlements for the project will
be submitted in July.
By July 2020 Community and
Econ. Dev. Dept.
Arden Guthrie In Negotiations Final Offer to MCC by
February 2020; Reviewed by
CWOB and DOF by June
2020; Close Escrow July
2020. On June 11, the County
6.d
Packet Pg. 256 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
15
6/26/2020
Oversight Board approved the
PSA. The PSA to be
forwarded to the State
Department of Finance for
consideration.
By May
2020Ongoing
Community and
Econ. Dev. Dept.
Theater Square In Negotiations Final Offer to MCC by
February 2020; Close Escrow
by May 2020. Staff need more
time to evaluate options.
By July 2020
On Hold
Community and
Econ. Dev. Dept.
Bice Property On Hold In
Negotiations
On April 15, 2020, staff
presented the results of the
Letter of Interest. The City
/Council placed the sale on
hold until after the GP update
is completed. Interviews with
developers by end of January
2020; Selection by the MCC
the second meeting in
February; Negotiate sale of
the property by July 2020.
August
ofDecember
2020
Public Works and
City Manager
Negotiate new agreement for operation
of the California Theater.
StartedNot
Started
Delayed.
JulyAugust of
2020
Public Works and
City Manager
Waterman Landfill
Research Development
Opportunities
Report to Mayor and City
Council
Not Started SCAQMD Permit approval
received to move forward with
Phase 3 mitigation. Staff
working to obtain legal opinion
on development options.
Return to MCC in August
2020.Staff will report back on
Phase 3 environmental impact
by March and provide
6.d
Packet Pg. 257 Attachment: CM.Strategic Planning 2020 Action Plan.Attach 2. (6797 : 2020 Action Plan Update)
16
6/26/2020
research results on allowable
development opportunities by
July.
March/April
2020
City Attorney and
Community and
Econ. Dev.
Cannabis Ordinance Amendment. Started Planning Division working with
the City Attorney’s office.
June 2020 Public Works and
Attorney
Negotiate Highland Hills CFD. Started Staff will provide and update
on progress.
January
2020On Hold
Community and
Econ. Dev.
Spring Trails Annexation. On HoldStarted Resolution for consideration
by the Mayor and City Council
on January 15th. On January
15, 2020, the City Council
considered the proposal and
tabled the item. On May 6,
2020, the City Council
considered the item again
based o n a threat of litigation.
The item was tabled again.
March July
2020
Public Works and
City Manager
Negotiate with Vanir Tower on lease
agreement that expires in April.
StartedIn
Progress
One year agreement to M/CC
on July 1.
6.d
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Page 1
Consent Calendar
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Paul Espinoza, Finance Director
Subject: Approval of Commercial and Payroll Disbursements
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, approve the commercial and payroll disbursements for May and June 2020.
Background
Completed commercial and payroll disbursement registers are submitted to the Mayor
and City Council for approval. This happens on a regular basis, typically every meeting
for the most recently completed disbursement registers.
The detailed warrant registers are available on the City Website, and are updated weekly
by the Finance Department. The registers may be accessed by copying the following link
into an internet browser: <http://sbcity.org/cityhall/finance/warrant_register.asp>
Discussion
Gross Payroll
Bi-Weekly for June 11, 2020 $2,179,673.12
Total Payroll Demands: $2,179,673.12
The following check registers are being presented for approval:
May 28, 2020 2019/20 (Register #50)$388,045.05
June 4, 2020 2019/20 (Register #51)652,060.95
Total commercial check demands:$1,040,106.00
The following Electronic Funds Transfer (EFT) registers presented for approval:
May 7, 2020 2019/20 (Register #915- #916)$2,068.30
May 12, 2020 2019/20 (Register #917)375,916.00
May 15, 2020 2019/20 (Register #918)488,041.37
May 18, 2020 2019/20 (Register #919)1,259.08
Total commercial EFT demands:$867,284.75
2020-2025 Strategic Targets and Goals
Approval of the noted check and EFT registers for commercial and payroll
disbursements align with Goal No. 1: Financial Stability by creating a framework for
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spending decisions.
Fiscal Impact
Amounts noted in the disbursement registers have no further fiscal impact. Amounts
were paid consistent with existing budget authorization and no further budgetary impact
is required.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, approve the commercial and payroll disbursements for May and June 2020.
Attachments
Attachment 1 Payroll checks for May/June 2020
Attachment 2 Commercial checks for Register #50
Attachment 3 Commercial checks for Register #51
Attachment 4 Commercial EFT Registers #915-916
Attachment 5 Commercial EFT Registers #917
Attachment 6 Commercial EFT Registers #918
Attachment 7 Commercial EFT Registers #919
7
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7.a
Packet Pg. 261 Attachment: FN. Payroll Summary Report ATTACHMENT#1 (6784 : Approval of Commercial and Payroll Disbursements)
7.b
Packet Pg. 262 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 263 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 264 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 265 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 266 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 267 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 268 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 269 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 270 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 271 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 272 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 273 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 274 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 275 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 276 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 277 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 278 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 279 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 280 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 281 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.b
Packet Pg. 282 Attachment: FN. Commercial Checks & Payroll. Register #50 ATTACHMENT#2 (6784 : Approval of
7.c
Packet Pg. 283 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 284 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 285 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 286 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 287 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 288 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 289 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 290 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 291 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 292 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 293 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 294 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 295 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.c
Packet Pg. 296 Attachment: FN. Commercial Checks & Payroll. Register #51 ATTACHMENT#3 (6784 : Approval of
7.d
Packet Pg. 297 Attachment: FN. EFT Register #915-#916. ATTACHMENT#4 (6784 : Approval of Commercial and Payroll
7.d
Packet Pg. 298 Attachment: FN. EFT Register #915-#916. ATTACHMENT#4 (6784 : Approval of Commercial and Payroll
7.e
Packet Pg. 299 Attachment: FN. EFT Register #917. ATTACHMENT#5 (6784 : Approval of Commercial and Payroll
7.e
Packet Pg. 300 Attachment: FN. EFT Register #917. ATTACHMENT#5 (6784 : Approval of Commercial and Payroll
7.f
Packet Pg. 301 Attachment: FN. EFT Register #918. ATTACHMENT#6 (6784 : Approval of Commercial and Payroll
7.f
Packet Pg. 302 Attachment: FN. EFT Register #918. ATTACHMENT#6 (6784 : Approval of Commercial and Payroll
7.g
Packet Pg. 303 Attachment: FN. EFT Register #919. ATTACHMENT#7 (6784 : Approval of Commercial and Payroll
7.g
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Page 1
Consent Calendar
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Paul Espinoza, Finance Director
Subject: Community Facilities District No. 2018-1 (Safety Services)
Annexation No. 1
Recommendation
Adopt Resolution No. 2020-152 of the Mayor and City Council of the City of San
Bernardino, California, declaring its intention to consider annexing territory to
Community Facilities District No. 2018-1 (Safety Services) of the City of San
Bernardino, adopting a map of the area to be proposed (Annexation No. 1) and
authorizing the levy of special taxes therein.
Background
On September 19, 2018, the Mayor and City Council approved Resolution N o. 2018-
264 establishing Community Facilities District No. 2018 -1 (Safety Services) of the City
of San Bernardino (the "CFD No. 2018-1" or "District") for the purpose of levying special
taxes on parcels of taxable property to provide certain services which are necessary to
meet increased demands placed upon the City.
Discussion
Development projects are subject to conditions of approval that require projects to
form/annex a services district. These districts apply an annual fee or special tax upon
properties within the District which provide the revenue to offset the cost of public safety
necessary to serve the development. The Developer has agreed to initiate and conduct
the CFD annexation proceedings pursuant to the Act. To that end, the Developer has
submitted a "Consent and Waiver" form, which is on file in the City Clerk's office that
authorizes the City to (1) hold the election and declare election results; (2) shorten
election time requirements; (3) waive analysis and arguments; (4) waive all notice
requirements relating to the conduct of the election immediately following the public
hearing.
The public services proposed to be financed within and for the benefit of the territory to
be annexed to the District are the following:
1. Police protection services (including but not limited to criminal justice services)
and paramedic services; and
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2. City and County costs associated with the setting, levying and collection of the
special tax, and in the administration of the District including the contract
administration and for the collection of reserve funds.
The proposed development includes approximately 28 gross acres of vacant residential
property to include 119 detaching single-family residential lots. This development will
be Annexation No. 1 within CFD No. 2018-1, as shown in the boundary map and
included in the Resolution of Intention as Exhibit “D”. In order to annex into CFD No.
2018-1, a Resolution of Intention to annex property must be approved to identify the
services and establish the maximum special tax for this annexation. The Resolution of
Intention shall also set the date and time for the public hearing.
The rate and method of apportionment of the special tax for Annexation No. 1, is
included as Exhibit “C” to the Resolution of Intent ion. The maximum annual special tax
for this development has been calculated to be $385 per residential unit for FY 2020/21.
If the maximum allowable annual fee were levied, the revenue generated would be
$45,815 per year.
In order to annex property to CFD No. 2018-1 pursuant to the provisions of California
Government Code Section 53311 et seq., the City must adopt a series of three
statutorily required Resolutions and an Ordinance which are summarized below.
Resolution declaring City intent to annex territory to Community Facilities District
No. 2018-1 including the boundary of the area to be annexed and the rate and
method of apportionment of special taxes within the annexation area (the special
tax applies only to properties within the annexation area).
Resolution calling an election to submit to the qualified electors the question of
levying a special tax within the area proposed to be annexed to the District.
Resolution declaring the results of the election and directing the recording of the
notice of special tax lien.
Amend the Ordinance and order the levy and collection of special taxes in the
District.
With the adoption of the Resolution of Intention, the Public Hearing would be scheduled
for August 5, 2020.
2020-2025 Key Strategic Targets and Goals
Annexation of this property into the City of San Bernardino Public Safety CFD is
consistent with Key Target No 4a: Secure a long-term revenue source. Funding from
district assessments will create sustainable financial support for ongoing public safety
services associated with the development.
Fiscal Impact
The individual property owners in the CFD will be responsible for annual payments of
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special taxes. Upon full completion of the development, it is estimated that there will be
an annual collection of special tax revenues of approximately $45,815 to be used to pay
for safety services. The Maximum Special Tax rate is proposed to escalate each year
after July 1, 2024 by four percent (4.0%).
All costs associated with annexation into the CFD have been borne by the Developer.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, adopt
Resolution No. 2020-152, declaring its intention to consider annexing territory to
Community Facilities District No. 2018-1 (Safety Services) of the City of San
Bernardino, adopting a map of the area to be proposed (Annexation No. 1) and
authorizing the levy of special taxes therein.
Attachments
Attachment 1 Resolution; Exhibit A - Description of Territory; Exhibit B -
Description of Authorized Services; Exhibit C - Rate and Method of
Apportionment; Exhibit D - Annexation and Potential Annexation
Boundary Maps; Exhibit E - Signed Petition, Waiver and Consent;
Exhibit F - Notice of Public Hearing; Exhibit G - Special Election
Ballot
Attachment 2 Project/Location Map
Ward: 5
Synopsis of Previous Council Actions:
August 15, 2018 Mayor and City Council adopted Resolution No. 2018 -239, a
Resolution of Intention to form Community Facilities District No.
2018-1 (Safety Services) of the City of San Bernardino (the
“Resolution of Intention”), pursuant to the provisions of the “Mello -
Roos Community Facilities Act of 1982”.
September 19, 2018 Resolution No. 2018-264 was adopted establishing Community
Facilities District No. 2018-1; Resolution No. 2018-265 was
adopted declaring election results for Community Facilities District
No. 2018-1; and first reading of Ordinance No. MC-1506 levying
special taxes to be collected during FY 2018 -19 to pay annual costs
of safety services and expenses with respect to Community
Facilities District No. 2018-1.
October 3, 2018 Final reading of Ordinance No. MC-1506 levying special taxes to be
collected during FY 2018-19 to pay annual costs of safety services
and expenses with respect to Community Facilities District No.
2018-1
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Resolution No. 2020-152
RESOLUTION NO. 2020-152
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
ACTING AS THE LEGISLATIVE BODY OF COMMUNITY
FACILITIES DISTRICT NO. 2018-1 OF THE CITY OF SAN
BERNARDINO (SAFETY SERVICES), DECLARING ITS
INTENTION TO CONSIDER ANNEXING TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2018-1 OF THE
CITY OF SAN BERNARDINO (SAFETY SERVICES)
WHEREAS, on August 15, 2018 the City Council (the “City Council”) of the City of
San Bernardino adopted Resolution No. 2018-239 (the “Resolution of Intention”), declaring its
intention to establish Community Facilities District No. 2018-1 of the City of San Bernardino
(Safety Services) (“Community Facilities District No. 2018-1” or the “District”) pursuant to the
Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of
Division 2 of Title 5 of the Government Code of the State of California (the “Act”); and
WHEREAS, after a duly noticed public hearing, the City Council adopted Resolution
No. 2018-264 (the “Resolution of Formation”) establishing Community Facilities District No.
2018-1 and calling a special election therein to authorize (i) the levy of special taxes pursuant to
the rate and method of apportionment of the special tax, as set forth in Exhibit “C” attached to
the Resolution of Intention (the “Original Rate and Method”), and (ii) the establishment of an
appropriations limit for Community Facilities District No. 2018-1; and
WHEREAS, the City Council has received a petition form and signed by TH Rancho
Palma LLC (the Owner’s “Manager”), requesting: (i) the annexation of the territory within the
boundaries set forth in Exhibit “A”, hereto (the “Annexation Territory”) to the District; (ii) the
levy of the special tax within the Annexation Territory in accordance with the Rate and Method
of Apportionment of Special Tax attached as Exhibit “C”, hereto (the “Rate and Method”),
which Rate and Method is identical to the Original Rate and Method in all respects except that
Appendix A thereto has been updated in accordance with the terms of the Original Rate and
Method to reflect the annexation described herein; and (iii) the waiving certain election
requirements.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. Recitals. Each of the above recitals is true and correct.
SECTION 2. Intent to Annex. The City Council declares its intention to conduct
proceedings pursuant to the Act for the annexation to the District of the Annexation Territory.
SECTION 3. Description of Territory Proposed to be Annexed, Annexation Map. The
map showing the original boundaries of the District designated as “Map of Proposed Boundaries
of Community Facilities District No. 2018-1 of the City of San Bernardino (Safety Services),”
which map is on file in the office of the City Clerk and was recorded pursuant to Sections 3111
8.a
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Resolution No. 2020-152
and 3113 of the Streets and Highways Code in the City of County Book of Maps of Assessment
and Community Facilities Districts in the Assessor-County Clerk-Recorder’s office of the
County of San Bernardino in Book No. 87 Page No. 96, on August 16, 2018 as Instrument No.
2018-0300849.
The boundaries of the Annexation Territory proposed to be annexed to the District and be
made subject to taxation are as shown on the annexation map set forth in Exhibit “D” hereto (the
“Boundary Map”). The City Clerk is hereby directed to sign the boundary map and record it with
all proper endorsements thereon with the County Recorder of the County of Riverside within 15
days after the adoption of this resolution, all as required by Section 3111 of the Streets and
Highways Code of the State of California.
SECTION 4. Description of Authorized Services. The Services (as defined in the Rate
and Method) proposed to be provided for the benefit of the Annexation Territory are public
services as defined in the Act, and this City Council finds and determines that the Services to be
financed are in addition to those provided in the territory the Annexation Territory, at the present
time and do not supplant services already available within the Annexation Territory at the
present time. The City Council hereby finds and determines that the description of the Services
herein is sufficiently informative to allow taxpayers within the Annexation Territory, to
understand what the funds of the District may be used to finance. The Services Incidental
Expenses (as defined in the Rate and Method) expected to be incurred within the Annexation
Territory are set forth in the Rate and Method. The amount and term of the special tax to be
levied by the District within the Annexation Territory and the Services to be provided by the
District within the Annexation Territory shall be identical to those within the original boundaries
of the District.
SECTION 5. Levy of Special Taxes. Except where funds are otherwise available, it is
the intention of the City Council to levy annually in accordance with the procedures contained in
the Act a separate special tax, secured by recordation of a continuing lien against all nonexempt
real property in the Annexation Territory, sufficient to pay for the Services and the Services
Incidental Expenses. The rate and method of apportionment and manner of collection of the
special taxes set forth in Exhibit “C” allows each homeowner within the Annexation Territory to
estimate the maximum amount that may be levied against each parcel.
The special taxes for Services may be increased by an amount not to exceed four percent
(4%) per year after July 1, 2024 to the extent permitted in the Rate and Method. The special tax
for Services may be levied for such period as the Services are needed, as further described in
Exhibit “B” hereto.
The special taxes are based on the expected demand that each parcel of real property
within the Annexation Territory will place on the Services. The City Council hereby determines
that the proposed Services are necessary to meet the increased demand placed upon the City and
the existing police and paramedic services in the City as a result of the development of the land
proposed for annexation to the District. The City Council hereby determines the rate and method
of apportionment of the special taxes to be reasonable. The special tax is apportioned to each
parcel on the foregoing basis pursuant to Section 53325.3 of the Act and such special taxes are
not on or based upon value or ownership of real property.
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Resolution No. 2020-152
SECTION 6. Public Hearing. A public hearing (the “Hearing”) on the annexation of the
Annexation Territory to the District, the levy of the special tax within the Annexation Territory
in accordance with the Rate and Method to finance the Services shall be held at 7:00 p.m., or as
soon thereafter as practicable, on August 5, 2020, Bing Wong Auditorium of the Norman F.
Feldheym Public Library at 555 W. 6th Street, San Bernardino, California. Should the City
Council determine to annex the Annexation Territory to the District, a special election will be
held to authorize the levy of the special taxes in accordance with the procedures contained in
Government Code Section 53326. If held, the proposed voting procedure at the election will be a
landowner vote with each landowner who is the owner of record of land within Annexation
Territory at the close of the Hearing, or the authorized representative thereof, having one vote for
each acre or portion thereof owned within the Annexation Territory. Ballots for the special
election may be distributed by mail or by personal service.
SECTION 7. Adjustments. The City Council does not intend to make any adjustment in
property taxation pursuant to Sections 53313.6 and 53313.7 of the Act.
SECTION 8. Public Hearing. At the time and place set forth above for the Hearing, any
interested person, including all persons owning lands or registered to vote within the Annexation
Territory, may appear to be heard.
SECTION 9. Notice of Public Hearing. The City Clerk is hereby directed to publish a
notice (the “Notice”) of the Hearing pursuant to Section 6061 of the Government Code in a
newspaper of general circulation published in the area of the Annexation Territory. The City
Clerk is further directed to mail a copy of the Notice to each landowner within the Annexation
Territory at least 15 days prior to the Hearing. The Notice shall contain the text or a summary of
this Resolution, the time and place of the Hearing, a statement that the testimony of all interested
persons or taxpayers will be heard, a description of the protest rights of the registered voters and
landowners in the proposed district and a description of the proposed voting procedure for the
election required by the Act. Such publication shall be completed at least seven (7) days prior to
the date of the Hearing.
SECTION 10. The City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 11. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 12. Effective Date. This Resolution shall become effective immediately.
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Resolution No. 2020-152
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the Acting City Clerk this ___ day of __________ 2020.
John Valdivia, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, Acting City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2020-152
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, Acting City Clerk, hereby certify that the attached is a true
copy of Resolution No. 2020-___, adopted at a regular meeting held on the ___ day of _______
2020 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
NICKEL _____ _____ _______ _______
RICHARD _____ _____ _______ _______
MULVIHILL _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of
____________ 2020.
Genoveva Rocha, CMC, Acting City Clerk
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EXHBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of San Bernardino Community Facilities District No. 2018-1 (Safety Services) (the “CFD
No. 2018-1”) Annexation No. 1 is currently comprised of two (2) parcels, located within the city
boundaries. The properties are identified by the following San Bernardino County Assessor's Parcel
Numbers (APNs).
APN Tract Number Owner Name
0261-181-16 TR 20006 TH Rancho Palma LLC
0261-181-17 TR 20006 TH Rancho Palma LLC
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EXHIBIT B
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2018-1
(SAFETY SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2018-1, as provided
by Section 53313 of the Act, will include some or all of the costs attributable to public safety.
These services include police protection services (including but not limited to criminal justice
services) and paramedic services.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax
may be expended to pay “Administrative Expenses” as said term is defined in the Rate and Method
of Apportionment and to establish an operating reserve for the costs of services as determined by
the Administrator.
The above services shall be limited to those provided within the boundaries of CFD No. 2018-1
for the benefit of the properties within the boundaries of CFD No. 2018-1 and said services may
be financed by proceeds of the special tax of CFD No. 2018-1 only to the extent that they are in
addition to those provided in the territory of CFD No. 2018-1 before CFD No. 2018-1 was created.
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EXHIBIT C
City of San Bernardino Page 1
Community Facilities District No. 2018‐1 (Safety Services)
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2018‐1 (SAFETY SERVICES)
OF THE CITY OF SAN BERNARDINO
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined
below) in Community Facilities District No. 2018‐1 (Safety Services) (the “CFD No. 2018‐1” or “CFD”;
defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 2019,
in an amount determined by the City Council of the City of San Bernardino, acting in its capacity as the
legislative body of CFD No. 2018‐1, by applying the rate and method of apportionment set forth below.
All of the real property in CFD No. 2018‐1, unless exempted by law or by the provisions herein, shall be
taxed to the extent and in the manner provided herein.
A. DEFINITIONS
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the
formation and administration of CFD No. 2018‐1 including, but not limited to: the costs of computing
the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or
designee thereof or both); the costs to the City, CFD No. 2018‐1, or any designee thereof associated
with fulfilling the CFD No. 2018‐1 reporting requirements; the costs associated with responding to
public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2018‐1 or any designee
thereof related to an appeal of the Special Tax; and the City's annual administration fees and third
party expenses. Administrative Expenses shall also include amounts estimated or advanced by the
City or CFD No. 2018‐1 for any other administrative purposes of CFD No. 2018‐1, including attorney's
fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent
Special Taxes.
“Administrator” means the City Manager of the City of San Bernardino, or his or her designee.
“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number
by the County Assessor of the County of San Bernardino.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by
Assessor’s Parcel Number.
“Assessor’s Parcel Number” means the identification number assigned to a parcel by the County
Assessor of the County of San Bernardino.
“CFD” or “CFD No. 2018‐1” means the City of San Bernardino Community Facilities District No. 2018‐
1 (Safety Services).
“City” means the City of San Bernardino.
“County” means the County of San Bernardino.
“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit
for new construction has been issued on or prior to June 1 preceding the Fiscal Year in which the
Special Tax is being levied.
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Community Facilities District No. 2018‐1 (Safety Services)
“Developed Multi‐Family Property” means all Assessor's Parcels of Developed Property for which a
building permit or use permit for the construction of a residential structure with two or more
Residential Units that share a single Assessor's Parcel Number, as determined by the Administrator,
has been issued prior to June 1 preceding the Fiscal Year in which the Special Tax is being levied.
“Developed Single Family Property” means any residential property other than a Developed Multi‐
Family Property on an Assessor’s Parcel for which a building permit for new construction has been
issued by the City on or prior to June 1 preceding the Fiscal Year in which the Special Tax is being
levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as
provided for in Section D.
“Fiscal Year” means the period from and including July 1st of any year to and including the following
June 30th.
“Maximum Special Tax” means the Maximum Special Tax, as applicable, levied within the CFD for
any Fiscal Year.
“Proportionately” means for Taxable Property, that the ratio of the actual Special Tax levy to the
Maximum Special Tax is the same for all Assessor’s Parcels.
“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile
by one or more persons, as determined by the Administrator.
“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed
Residential Units have been constructed or for which building permits have been or may be issued for
purposes of constructing one or more Residential Units.
“Services” means services permitted under the Mello‐Roos Community Facilities Act of 1982
including, without limitation, those services authorized to be funded by CFD No. 2018‐1 as set forth
in Appendix B.
“Special Tax” means the Special Tax to be levied in each Fiscal Year on each Assessor’s Parcel of
Taxable Property.
"Special Tax Requirement" means the amount to be collected in any Fiscal Year to pay for certain
costs as required to meet the public safety needs of CFD No. 2018‐1 in both the current Fiscal Year
and the next Fiscal Year. The costs to be covered shall be the direct costs for (i) police protection
services, (ii) paramedic services, (iii) fund an operating reserve for the costs of Services as determined
by the Administrator, and (iv) Administrative Expenses. Under no circumstances shall the Special Tax
Requirement include funds for bonds.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2018‐1, which are not Exempt
Property.
“Taxable Unit” means a Residential Unit.
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Community Facilities District No. 2018‐1 (Safety Services)
B. RATE AND METHOD OF APPORTIONMENT OF MAXIMUM SPECIAL TAX RATES
As of July 1 of each Fiscal Year, commencing July 1, 2019, the Council shall determine the Special Tax
Requirement and shall levy the Special Tax upon each of the Assessor’s Parcels within the CFD which
constitute a Developed Single Family Property or a Developed Multi‐Family Property until the
aggregate amount of Special Tax equals the Special Tax Requirement. The Special Tax shall be levied
Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable
Maximum Special Tax to satisfy the Special Tax Requirement.
The Maximum Special Tax for Fiscal Year 2019‐2020 for a Developed Single Family Property and a
Developed Multi‐Family Property are shown below in Table 1.
TABLE 1
MAXIMUM SPECIAL TAX RATES
FISCAL YEAR 2019‐2020
Description
Taxable
Unit
Maximum
Special Tax
Developed Single Family Property RU $385
Developed Multi‐Family Property RU $358
Increase in the Maximum Special Tax
On each July 1, commencing on July 1, 2024 the Maximum Special Tax for Developed Property shall
increase by four percent (4.0%).
No Special Tax shall be levied on property which, at the time of adoption of the Resolution of
Formation for CFD No. 2018‐1 is an Exempt Property.
C. TERM OF SPECIAL TAX
For each Fiscal Year, the Maximum Special Taxes shall be levied as long as the Services are being
provided within the boundaries of CFD No. 2018‐1.
D. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2018‐1, any Assessor’s Parcel in any of the
following categories; (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication,
encumbered by or restricted in use by any public entity; (ii) Assessor’s Parcels with public or utility
easements making impractical their utilization for other than the purposes set forth in the easement;
(iii) Assessor’s Parcels which are privately owned but are encumbered by or restricted solely for public
uses; (iv) any Assessor’s Parcel which is in use in the performance of a public function as determined
by the Administrator; or (v) any Assessor’s Parcel which is not a Developed Single Family Property or
a Developed Multi‐Family Property.
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Community Facilities District No. 2018‐1 (Safety Services)
E. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may
file a written notice of appeal with the City not later than twelve months after having paid the first
installment of the Special Tax that is disputed. The Administrator shall promptly review the appeal,
and if necessary, meet with the property owner, consider written and oral evidence regarding the
amount of the Special Tax, and rule on the appeal. If the Administrator’s decision requires that the
Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, a cash
refund shall not be made, but an adjustment shall be made to the Special Tax on that Assessor’s Parcel
in the subsequent Fiscal Year(s).
F. MANNER OF COLLECTION
The Maximum Special Taxes levied in each Fiscal Year shall be collected in the same manner as
ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the
same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes.
However, the District may collect the Special Tax at a different time or in a different manner if
necessary to meet its financial obligations.
The Maximum Special Taxes when levied shall be secured by the lien imposed pursuant to Section
3115.5 of the Streets and Highways Code. This lien shall be a continuing lien and shall secure each
levy of Maximum Special Taxes. The lien of Maximum Special Taxes shall continue in force and effect
until the Special Tax ceases to be levied in the manner provided by Section 53330.5 of the Government
Code.
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Community Facilities District No. 2018‐1 (Safety Services)
APPENDIX A
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2018‐1
(SAFETY SERVICES)
ANNEXATION SUMMARY
Safety Services ‐ It is estimated that the cost of providing police and paramedic services being funded by
the Special Tax for the Community Facilities District No. 2018‐1 (Safety Services) will be as follows for the
Fiscal Year 2019‐2020:
$385 per residential unit for Developed Single Family Residential Property
$358 per residential unit for Developed Multi‐Family Residential Property
Annual Escalation ‐ On each July 1, commencing on July 1, 2024 the Maximum Special Tax for Developed
Property shall increase by four percent (4.0%).
Annex.
#
Fiscal
Year
Tract/
APN
Development
Name
No. of
Taxable
Units
Land Use
Category
Maximum
Special Tax Subdivider
Original 2019‐20 TR 17329
Verdemont
Ranch 74
Developed Single
Family Property $385 17329, LLC
1 2020‐21 TR 20006 Rancho Palma 119
Developed Single
Family Property $385 TH Rancho Palms LLC
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Community Facilities District No. 2018‐1 (Safety Services)
APPENDIX B
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2018‐1
(SAFETY SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2018‐1, as provided by
Section 53313 of the Act, will include some or all of the costs attributable to public safety.
These services include police protection services (including but not limited to criminal justice services) and
paramedic services.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses” as said term is defined in the Rate and Method of
Apportionment and to establish an operating reserve for the costs of services as determined by the
Administrator.
The above services shall be limited to those provided within the boundaries of CFD No. 2018‐1 for the
benefit of the properties within the boundaries of CFD No. 2018‐1 and said services may be financed by
proceeds of the special tax of CFD No. 2018‐1 only to the extent that they are in addition to those provided
in the territory of CFD No. 2018‐1 before CFD No. 2018‐1 was created.
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IRVINGTON AVEMAGNOLIA AVECABLECREEKCHANNELLITTLE LEAGUE
DR0261-181-170261-181-16ANNEXATION MAP NO. 1COMMUNITY FACILITIES DISTRICT NO. 2018-1(SAFETY SERVICES)CITY OF SAN BERNARDINOCOUNTY OF SAN BERNARDINO, STATE OF CALIFORNIASHEET 1 OF 1 SHEETI HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSEDBOUNDARIES OF COMMUNITY FACILITIES DISTRICT 2018-1(SAFETY SERVICES) FOR THE CITY OF SAN BERNARDINO,COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, WASAPPROVED BY THE CITY COUNCIL OF THE CITY OF SANBERNARDINO AT A REGULAR MEETING THEREOF, HELDON THE ____ DAY OF ____________________, 20 ____. BY ITS RESOLUTION NO. ____________________ _________________________________________CITY CLERK, CITY OF SAN BERNARDINO FILED IN THE OFFICE OF THE CITY CLERK THIS _____ DAY OF________, 20 ____. _________________________________________ CITY CLERK, CITY OF SAN BERNARDINO CFD 2018-1ANNEX 1^_THIS ANNEXATION MAP CORRECTY SHOWS THE LOT ORPARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OFTHE COMMUNITY FACILITIES DISTRICT. FOR DETAILSCONCERNING THE LINES AND DIMENSIONS OF LOTS ORPARCEL REFER TO THE COUNTY ASSESSOR MAPS FORFISCAL YEAR 2019-20.-LEGEND ANNEXATION AREA BOUNDARYPARCEL LINECITY BOUNDARYXXXX-XXX-XX ASSESSOR PARCEL NUMBERTHIS MAP SHOWS THE BOUNDARIES OF AREAS TO BEANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2018-1(SAFETY SERVICES), OF THE CITY OF SANBERNARDINO, COUNTY OF SAN BERNARDINO, STATE OFCALIFORNIA. THE BOUNDARIES OF WHICH COMMUNITY FACILITIESDISTRICT ARE SHOWN AND DESCRIBED ON THE MAPTHEREOF WHICH WAS PREVIOUSLY RECORDED ONAUGUST 16, 2018 IN BOOK 87 OF MAPS OF ASSESSMENTAND COMMUNITY FACILITIES DISTRICT AT PAGE 96 ANDAS INSTRUMENT NO. 2018-0300849 IN THE OFFICE OF THECOUNTY RECORDER OF THE COUNTY OF SAN BERNARDINO,STATE OF CALIFORNIA.THIS MAP WAS FILED UNDER DOCUMENT NUMBER_____________, THIS ____ DAY OF _______, 20 ____, AT_____ M. IN BOOK ___ OF __________ AT PAGE ____, ATTHE REQUEST OF _____________________________IN THE AMOUNT OF $_________ BOB DUTTONASSESSOR-RECORDER-CLERK COUNTY OF SAN BERNARDINO BY:________________________________ DEPUTY RECORDER SAN BERNARDINO COUNTY RECORDER'S CERTIFICATEEXHIBIT D8.ePacket Pg. 321Attachment: PW. CFD 2018-1 Annex 1 Rancho Palma.Att1d. Boundary Maps (6787 : Community Facilities
8.ePacket Pg. 322Attachment: PW. CFD 2018-1 Annex 1 Rancho Palma.Att1d. Boundary Maps (6787 : Community Facilities
PETITION TO THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN
BERNARDINO REQUESTING TO ANNEX TERRITORY INTO COMMUNITY
FACILITIES DISTRICT NO. 2018-1 WITHIN THE CITY OF SAN BERNARDINO AND A
WAIVER WITH RESPECTS TO CERTAIN PROCEDURAL MATTERS UNDER THE
MELLO-ROOS COMMUNITY FACILITIES ACT OF 1982 AND CONSENTING TO THE
LEVY OF SPECIAL TAXES THEREON TO PAY THE COSTS OF SERVICES TO BE
PROVIDED BY THE COMMUNITY FACILITIES DISTRICT
1. The undersigned requests that the City Council of the City of San Bernardino, initiate and
conduct proceedings pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”) (Government
Code Section 53311 et seq.), for the annexation of territory to Community Facilities District No. 2018-1 (the
“Community Facilities District”) of the property described below and consents to the annual levy of special
taxes on such property to pay the costs of services to be provided by the community facilities district.
2. The undersigned requests that the community facilities district provide any services that are
permitted under the Act including, but not limited to, all necessary service, operations, administration required
to provide police protection services, including but not limited to criminal justice services in the area
surrounding the subject project.
3. The undersigned hereby certifies that as of the date indicated opposite its signature, it is the
owner of all the property within the proposed boundaries of the annexation area to the Community Facilities
District as described in Exhibit A hereto and as shown on the map Exhibit B hereto.
4. The undersigned requests that a special election be held under the Act to authorize the
special taxes for the proposed community facilities district. The undersigned waives any requirement for the
mailing of the ballot for the special election and expressly agrees that said election may be conducted by
mailed or hand-delivered ballot to be returned as quickly as possible to the designated election official, being
the office of the City Clerk and the undersigned request that the results of said election be canvassed and
reported to the City Council at the same meeting of the City Council as the public hearing on the annexation
of territory to the Community Facilities District or at the next available meeting.
5. Pursuant to Sections 53326(a) and 53327(b) of the Act, the undersigned expressly waives
all applicable waiting periods for the election and waives the requirement for analysis and arguments relating
to the special election, and consents to not having such materials provided to the landowner in the ballot
packet, and expressly waives any requirements as to the form of the ballot. The undersigned expressly
waives all notice requirements relating to hearings and special elections (except for published notices
required by the Act), and whether such requirements are found in the California Elections Code, the California
Government Code or other laws or procedures, including but not limited to any notice provided for by
compliance with the provisions of Section 4101 of the California Elections Code.
6. The undersigned hereby consents to and expressly waives any and all claims based on any
irregularity, error, mistake or departure from the provisions of the Act or other laws of the State and any and
all laws and requirements incorporated therein, and no step or action in any proceeding relative to annex
territory to the Community Facilities District of the portion of the incorporated area of the City of San
Bernardino or the special election therein shall be invalidated or affected by any such irregularity, error
mistake or departure.
DocuSign Envelope ID: D37984A5-E6D3-4576-B2E1-E25EFC6ABEEC
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IN WITNESS WHEREOF, I hereunto set my hand this ____ day of __________, 20___.
TH RANCHO PALMA, LLC
By: _____________________________________
Name:
Title:
OWNER'S PROPERTY:
TRACT MAP OR PARCEL MAP NO.
or PROJECT NO.
OWNER'S MAILING ADDRESS:
__________________________________________
__________________________________________
__________________________________________
FILED IN THE OFFICE OF THE CITY CLERK OF THE CITY COUNCIL OF THE CITY OF
SAN BERNARDINO THIS ____ DAY OF __________, 20___.
_____________________________________
City Clerk of the City Council of the
City of San Bernardino
20006
20April27
Newport Beach, CA 92660
450 Newport Center Drive, Suite 300
Th Rancho Palma, LLC
Authorized Agent
Richard P. Douglass
DocuSign Envelope ID: D37984A5-E6D3-4576-B2E1-E25EFC6ABEEC
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INSERT EXHIBIT A: BOUNDARY DESCRIPTION
DocuSign Envelope ID: D37984A5-E6D3-4576-B2E1-E25EFC6ABEEC
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INSERT EXHIBIT B: TRACT/PARCEL/SUBDIVISION MAP
DocuSign Envelope ID: D37984A5-E6D3-4576-B2E1-E25EFC6ABEEC
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EXHIBIT F
NOTICE OF PUBLIC HEARING ON INTENTION TO ANNEX TERRITORY TO AN
EXISTING COMMUNITY FACILITIES DISTRICT 2018-1 (SAFETY SERVICES)
(ANNEXATION NO. 1)
NOTICE IS HEREBY GIVEN that the City Council of the City of San Bernardino on June 17, 2020 adopted
its Resolution No. 2020-___, in which it declared its intention to annex territory to existing Community
Facilities District No. 2018-1 (Safety Services) (the "CFD No. 2018-1"), and to levy a special tax to pay for
certain safety services, all pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982,
Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code. The resolution describes the
territory to be annexed and describes the rate and method of apportionment of the proposed special tax.
No change in the tax levied in the existing CFD No. 2018-1 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 7:00 p.m., or as soon thereafter as
practicable, Wednesday, August 5, 2020 at the Bing Wong Auditorium of the Norman F. Feldheym Public
Library at 555 W. 6th Street, San Bernardino, California, as the time and place when and where the City
Council will conduct a public hearing on the annexation of territory to CFD No. 2018-1. At the hearing, the
testimony of all interest persons for or against the annexation of the territory or the levying of the special
taxes will be heard. If and to the extent participation in the August 5, 2020 meeting must occur by
teleconference, videoconference, or other electronic means authorized by the Ralph M. Brown Act or an
Executive Order of the Governor of California, the means and methods for participating the meeting shall
be posted on the Agenda for said meeting, which shall be posted at least 72 hours prior to the meeting on
the City of San Bernardino (www.sbcity.org), and outside of the Bing Wong Auditorium of the Norman F.
Feldheym Public Library at 555 W. 6th Street, San Bernardino, California, 92418. A copy of the Agenda
will be made available upon request to the San Bernardino City Clerk's office at 909-384-5002.
DATED: ____________, 2020 _________________________________________
Acting City Clerk of the City of San Bernardino
PUB: _______________, 2020
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EXHIBIT G
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2018-1 (SAFETY SERVICES)
ANNEXATION NO. 1
(August 5, 2020)
This ballot is for the use of the authorized representative of the following owner of land within
Community Facilities District No. 2018-1 (Safety Services) (“CFD No. 2018-1”) of the City of San
Bernardino:
Name of Landowner Number of Acres Owned Total Votes
TH Rancho Palma, LLC 28.34 29
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions
of the City Council (the “Council”) of the City of San Bernardino (the “City”), the above-named
landowner is entitled to cast the number of votes shown above under the heading “Total Votes,”
representing the total votes for the property owned by said landowner. The City has sent the
enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which
parcels are located within the territory proposed to form the CFD No. 2018-1, City of San
Bernardino, County of San Bernardino, State of California. Please advise the City Clerk, at (909)
384-5002 if the name set forth below is incorrect or if you are no longer one of the owners of these
parcels. This special tax ballot may be used to express either support for or opposition to the
proposed special tax. To be counted, this special tax ballot must be signed below by the owner
or, if the owner is not an individual, by an authorized representative of the owner. The ballot must
then be delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than July
22, 2020, two calendar weeks prior to the date set for the election. Mailing later
than this deadline creates the risk that the special tax ballot may not be received
in time to be counted.
Personal
Delivery: If in person, deliver to the City Clerk at any time up to 7:00 p.m. on August 5, 2020,
at the Clerk’s office at 201 N. “E” Street, Bldg A, City of San Bernardino, CA 92401.
However delivered, this ballot must be received by the Clerk prior to the close of the public
meeting on August 5, 2020.
Very truly yours,
Genoveva Rocha, CMC, Acting City Clerk
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TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
TH Rancho Palma, LLC
Attn: Richard P. Douglass
450 Newport Center Drive, Suite 300
Newport Beach, CA 92660
0261-181-16
0261-181-17
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2018-1 (SAFETY SERVICES)
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of San Bernardino be authorized to
levy a special tax on an annual basis at the rates and apportioned
as described in Exhibit B to the Resolution Declaring its Intention to
Annex territory to Community Facilities District No. 2018-1 (Safety
Services) adopted by the City Council on June 17, 2020 (the
“Resolution”), which is incorporated herein by this reference, within
the territory identified on the map entitled “Annexation Map No. 1 of
Community Facilities District No. 2018-1 (Safety Services) City of
San Bernardino” to finance certain services as set forth in Section 4
to the Resolution (including incidental expenses), and shall an
appropriation limit be established for the Community Facilities
District No. 2018-1 (Safety Services) in the amount of special taxes
collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the
person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is
true and correct and that this declaration is executed on ____________, 20__.
TH Rancho Palma, LLC,
a Delaware limited liability company
By: Richard P. Douglass
Authorizing Agent
Trumark Homes
Signature
Print Name
Title
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Consent Calendar
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Kris Jensen, Director of Public Works
Subject: Resolution Awarding a Contract to West Coast Arborists, Inc.
for Citywide Tree Maintenance Services
Recommendation
It is respectfully recommended that the Mayor and City Council of the City of San
Bernardino, California, adopt Resolution 2020-154:
1. Awarding a Maintenance Service Contract ("Contract") with West Coast
Arborists, Inc. (“WCA”) for citywide tree maintenance services in a total contract
amount not to exceed $1,200,000 (to include $600,000 for general City tree
trimming services and $600,000 for landscape district supported services),
effective July 1, 2020 through June 30, 2023 with 3 (three) one -year options to
extend; and
2. Authorizing the City Manager to execute the Contract; and
3. Authorizing the Director of Finance to record budget adjustments in relat ion to
the Landscape Maintenance District Fund No. 254, as necessary, to support the
contract services contingent upon approval of FY 2020/21 and future budgets;
and
4. Authorizing the Director of Finance to issue a purchase order in the support of
the contract.
Background
The Public Works Operations and Maintenance Division is responsible for the care and
maintenance of approximately 75,000 trees that are conservatively valued at
$225,000,000. The City’s urban forest is an essential component in reduci ng air
pollution, maintaining a healthy ecosystem, and improving overall aesthetics. Currently,
City trees are located and maintained in public parks, the right of way, medians,
parkways, and Landscape Maintenance Districts. Regular tree maintenance services
vary in scope and frequency due to size, species, and health conditions of tree
inventory. An annual tree maintenance program is critical for ensuring the overall health
and safety of the City’s urban forest.
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For over a decade, the City has contracted with WCA to help maintain the City’s vast
inventory of trees through grid tree trimming, pruning, tree removals, tree planting,
emergency responses, and inspections. Staff continues to work cohesively with WCA to
promote trimming standards, vertical mulching, and preventive maintenance methods in
an effort to protect trees against invasive insects and disease. In addition to the variety
of maintenance services, WCA offers database cataloging of the City’s tree inventory.
This allows staff to access and view all maintenance records, service request
completion dates, tree health conditions; and data which assists the City in reducing
overall insurance claims.
In FY 2018/2019, the Division's Tree Maintenance Services budget was approved by
Council for $1.2 million. However, due to the City’s financial situation, this budget was
reduced in subsequent years to $600,000. Despite the depth of funding reductions, staff
has demonstrated an extraordinary ability to manage urgent tree maintenance
requirements within the City’s extensive urban forest.
At this time, the current Citywide Tree Maintenance Services contract with WCA has
exhausted all available one year extensions and is set to expire on June 30, 2020.
Discussion
In an effort to make the most effective use of limited operational funding, staff has
identified a qualified public bid for Tree Maintenance Services that complies with the
California Public Contract Code and the City of San Bernardino’s Municipal Code
(section 3.04.010(B)1) allowing the City to utilize an inter-agency bidding process. As
such, a competitive bid for Tree Maintenance Services was publicly advertised under a
Request for Proposals (Attachment #2), a submitted staff report (Attachment #3), and
award of contract to WCA (Attachment #4) by the City of Rancho Cucamonga, a
government agency in San Bernardino County. This competitive bid process allows the
City of San Bernardino to "piggy back" on the contract and utilize pricing and services
provided by the winning bidder. As a result of Rancho Cucamonga's competitive bid
process, WCA demonstrated the greatest service value and best pricing (Attachment
#5).
Prior to bringing this recommendation forward, staff conducted extensive research
comparing tree maintenance contracts between WCA and other municipal agencies. It
was determined that the scope of work outlined in WCA’s contract with the City of
Rancho Cucamonga best aligned with the City of San Bernardino’s needs. The contract
supports our continuous efforts to be forward thinking by le veraging tools and
technology that include online management systems, a mobile application, a work order
tracking system, recycling reports, and urban forest valuation reports, while still
providing cost effective services.
While the City of Rancho Cucamonga contract provided a reasonable and competitive
pricing structure, the Public Works management team further negotiated with WCA to
lower pricing for the City of San Bernardino (Attachment #6). The table below
demonstrates an example of the cost savings to be secured for FY 2020-2021 through
these negotiations. The rates below represent the fees of tasks most frequently
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performed by WCA for the City of San Bernardino.
As shown in the above table, there is a substantial cost savings in various tr ee
maintenance services. A staff analysis concluded that grid tree pruning represents
nearly 75% of the total tree maintenance services in the City. The 9% annual cost
savings for grid tree pruning provides potential for staff to program additional pruning
projects each year. As for the balance of all other projected tree maintenance service
fees, there are also estimated cost savings ranging between 0% to 30%. The proposed
negotiated tree maintenance rates for the City are provided as Attachment #7 to this
report.
The initial term of the proposed Tree Maintenance Services Contract is for three years,
beginning July 1, 2020 through June 30, 2023, with the pricing being held during the
initial term. Three (3) one-year options to extend are also incorporated into the Contract
along with the option for WCA to request a CPI increase capped at 2% for each
extension year.
2020-2025 Key Strategic Targets and Goals
Approving a Maintenance Services Contract with West Coast Arborists, Inc. for Tree
Maintenance Services aligns with Key Target No. 1: Financial Stability and Key Target
No. 3: Improved Quality of life. This contract is fiscally responsible as it provides the
best cost value and technology for the City’s Tree Maintenance Services. It further
supports the objective of minimizing risk and litigation exposure by proactively trimming
a very mature urban forest and enables staff to provide more field inspection time and
contractor oversight which ultimately reduces damage claims. This contract works
towards enhancing air quality and promotes a welcoming City to all businesses and
residents.
Fiscal Impact
Citywide Tree Maintenance Services will be funded by the Tree Maintenance Fund
(126-400-0090-5502) which is supported by Gas Tax revenues. Funding for Tree
Maintenance Services performed within each Landscape Maintenance District (Fund
254) will be funded within each respective District’s available FY20/21 operating
budgets.
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No General Fund appropriation is required for award of this contract.
Conclusion
It is respectfully recommended that the Mayor and City Council of the City of San
Bernardino, California, adopt Resolution 2020-154:
1. Awarding a Maintenance Service Contract ("Contract") with West Coast
Arborists, Inc. (“WCA”) for citywide tree maintenance services in a total contract
amount not to exceed $1,200,000 (to include $600,000 for general City tree
trimming services and $600,000 for landscape district supported services),
effective July 1, 2020 through June 30, 2023 with 3 (three) one -year options to
extend; and
2. Authorizing the City Manager to execute the Contract; and
3. Authorizing the Director of Finance to record budget adjustments in relation to
the Landscape Maintenance District Fund No. 254, as necessary, to support the
contract services contingent upon approval of FY 2020/21 and future budgets;
and
4. Authorizing the Director of Finance to issue a purchase order in the support of
the contract.
Attachments
Attachment 1 Resolution 2020-154; Exhibit “A” - Maintenance Services Contract
Attachment 2 City of Rancho Cucamonga Request for Proposals
Attachment 3 City of Rancho Cucamonga Staff Report
Attachment 4 City of Rancho Cucamonga Tree Maintenance Services Contract
Attachment 5 City of Rancho Cucamonga Bid Summary
Attachment 6 City of San Bernardino Negotiated Rate Comparison
Attachment 7 City of San Bernardino Proposed Rates
Ward: All
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-72
authorizing a Fourth Amendment to the Agreement.
December 5, 2018 Mayor and City of City Council adopted Resolution No.
2018-267authorizing a Third Amendment to the Agreement.
November 7, 2016 Mayor and City Council adopted Resolution No. 2016-233
authorizing a Second Amendment to the Agreement.
February 1, 2015 Mayor and City Council adopted Resolution No. 2015-33
authorizing a First Amendment to the Agreement.
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July 21, 2014 Mayor and City Council adopted Resolution No. 2014-288
authorizing the Execution to the Agreem ent.
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RESOLUTION NO. 2020-154
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
AWARDING A MAINTENANCE SERVICES CONTRACT
WITH WEST COAST ARBORISTS, INC. (“WCA”) FOR
CITYWIDE TREE MAINTENANCE SERVICES IN A
TOTAL CONTRACT AMOUNT NOT TO EXCEED
$1,200,000 (TO INCLUDE $600,000 FOR GENERAL CITY
TREE TRIMMING SERVICES AND $600,000 FOR
LANDSCAPE DISTRICT SUPPORTED SERVICES),
EFFECTIVE JULY 1, 2020 THROUGH JUNE 30, 2023
WITH 3 (THREE) ONE-YEAR OPTIONS TO EXTEND;
AUTHORIZING THE DIRECTOR OF FINANCE TO
RECORD BUDGET ADJUSTMENTS IN RELATION TO
THE LANDSCAPE MAINTENANCE DISTRICT FUND NO.
254 AS NECESSARY TO SUPPORT THE CONTRACT
SERVICES AND CONTINGENT UPON APPROVAL OF FY
2020/21 AND FUTURE BUDGETS; AND AUTHORIZING
THE DIRECTOR OF FINANCE TO ISSUE A PURCHASE
ORDER IN THE SUPPORT OF THE CONTRACT
WHEREAS, the City is responsible for the care and maintenance of an urban forest of
approximately 75,000 trees; and
WHEREAS, City trees are an essential component in reducing air pollution, maintaining
a healthy ecosystem, and improving overall aesthetics located and maintained in public parks,
the right of way, medians, parkways, and Landscape Maintenance Districts; and
WHEREAS, regular tree maintenance services vary in scope and frequency due to size,
species, and health conditions; and
WHEREAS, an annual tree maintenance program is critical for ensuring the overall
health and safety of the City’s urban forest; and
WHEREAS, the City has identified a qualified public bid for Tree Maintenance Services
that complies with the California Public Contract Code and the City of San Bernardino’s
Municipal Code (section 3.04.010(B)1) allowing the City to utilize an inter-agency bidding
process; and
WHEREAS, West Coast Arborist, Inc., is best aligned with the City’s continuous efforts
to be forward thinking by leveraging tools and technology that include online management
systems, a mobile application, a work order tracking system, recycling reports, and urban forest
valuation reports, while still providing cost effective services; and
WHEREAS, a Maintenance Services Contract with West Coast Arborists, Inc. for Tree
Maintenance Services aligns with the City’s Key Strategic Targets of Financial Stability and
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Improved Quality of life through providing the best cost value and technology to minimize risk
and litigation exposure by proactively trimming a mature urban forest; and
WHEREAS, Citywide Tree Maintenance Services will be funded by the Tree
Maintenance Fund (126-400-0090-5502) which is supported by Gas Tax revenues and funding
for Tree Maintenance Services performed within each Landscape Maintenance District (Fund
254) will be funded by each District’s fund account.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The City Manager is hereby authorized to execute a Maintenance Services
Agreement with West Coast Arborists, Inc. (“WCA”) for Citywide Tree Maintenance Services in
a total contract amount not to exceed of $1,200,000 (to include $600,000 for general city tree
trimming services and $600,000 for landscape district supported services), effective July 1, 2020
through June 30, 2023 with the option for 3 (three) one-year options to extend.
SECTION 3. The Director of Finance is authorized to record budget adjustments in
relation to the Landscape Maintenance District Fund No. 254 as necessary to support the contract
services and contingent upon approval of FY 2020/21 and future budgets.
SECTION 4. The Director of Finance is authorized to issue a purchase order in the
support of the contract.
SECTION 5. The City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 6. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 7. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the Acting City Clerk this ___ day of __________ 2020.
John Valdivia, Mayor
City of San Bernardino
Attest:
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Genoveva Rocha, CMC, Acting City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, Acting City Clerk, hereby certify that the attached is a true
copy of Resolution No. 2020-___, adopted at a regular meeting held on the ___ day of _______
2020 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
NICKEL _____ _____ _______ _______
RICHARD _____ _____ _______ _______
MULVIHILL _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of
____________ 2020.
Genoveva Rocha, CMC, Acting City Clerk
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CITY OF SAN BERNARDINO
CITYWIDE TREE MAINTENANCE SERVICES AGREEMENT
1. PARTIES AND DATE.
This Agreement is made and entered into this 1st day of July 2020, by and between the City of
San Bernardino, a municipal corporation organized under the laws of the State of California with its
principal place of business at Vanir Tower, 290 North D Street, San Bernardino, California 92401,
County of San Bernardino, State of California (“City”) and West Coast Arborists, Inc., a California
Corporation, with its principal place of business at 2200 East Via Burton Street Anaheim, CA 92806
(“Contractor”). City and Contractor are sometimes individually referred to as “Party” and collectively as
“Parties” in this Agreement.
2. RECITALS.
2.1 Contractor.
Contractor desires to perform and assume responsibility for the provision of certain maintenance
services required by the City on the terms and conditions set forth in this Agreement. Contractor
represents that it is experienced in providing all types of tree maintenance services to public clients, that it
and its employees or subcontractors have all necessary licenses and permits to perform the Services in the
State of California, and that is familiar with the plans of City. Contractor shall not subcontract any
portion of the work required by this Agreement, except as expressly stated herein, without prior written
approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions
stipulated in this Agreement.
2.2 Project.
City desires to engage Contractor to render such services for the Citywide Tree Maintenance
Services project (“Project”) as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Contractor promises and agrees to furnish to the City
all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and
adequately supply the professional Citywide Tree Maintenance Services necessary for the Project
(“Services”). The Services are more particularly described in Exhibit “A” attached hereto and
incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this
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Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local,
state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from July 1, 2020 to June 30, 2023,
unless earlier terminated as provided herein by the City Manager or his/her Designee. The City shall have
the unilateral option, at its sole discretion, to renew this Agreement automatically for 3 (three) additional
one-year terms. Contractor agrees not to raise prices during the initial term of the Agreemen t. Thereafter,
Contractor may request in writing at least 60 (sixty) days prior to the expiration of the initial term, or any
extension period, a contract extension and price increase based on the CPI. However, in no event shall
any increase exceed 2%. Contractor’s written request for an extension and a price increase shall include
reference to the CPI index, percentage of CPI increase, and revised prices based on CPI increase.
3.2 Responsibilities of Contractor.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The Services
shall be performed by Contractor or under its supervision. Contractor will determine the means, methods
and details of performing the Services subject to the requirements of this Agreement. City retains
Contractor on an independent contractor basis and not as an employee. Contractor retains the right to
perform similar or different services for others during the term of this Agreement. Any additional
personnel performing the Services under this Agreement on behalf of Contractor shall also not be
employees of City and shall at all times be under Contractor’s exclusive direction and control. Contractor
shall pay all wages, salaries, and other amounts due such personnel in connection with their performance
of Services under this Agreement and as required by law. Contractor shall be responsible for all reports
and obligations respecting such additional personnel, including, but not limited to: social security taxes,
income tax withholding, unemployment insurance, disability insurance, and workers’ compensation
insurance.
3.2.2 Schedule of Services. Contractor shall perform the Services expeditiously,
within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit
“B” attached hereto and incorporated herein by reference. Contractor represents that it has the
professional and technical personnel required to perform the Services in conformance with such
conditions. In order to facilitate Contractor’s conformance with the Schedule, City shall respond to
Contractor’s submittals in a timely manner. Upon request of City, Contractor shall provide a more
detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by Contractor
shall be subject to the approval of City.
3.2.4 City’s Representative. The City hereby designates the Public Works Director, or
his or her designee, to act as its representative for the performance of this Agreement (“City’s
Representative”). City’s Representative shall have the power to act on behalf of the City for all purposes
under this Agreement. Contractor shall not accept direction or orders from any person other than the
City’s Representative or his or her designee.
3.2.5 Contractor’s Representative. Contractor hereby designates Pat Mahoney, or his
or her designee, to act as its representative for the performance of this Agreement (“Contractor’s
Representative”). Contractor’s Representative shall have full authority to represent and act on behalf o f
the Contractor for all purposes under this Agreement. The Contractor’s Representative shall supervise
and direct the Services, using his or her best skill and attention, and shall be responsible for all means,
methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the
Services under this Agreement.
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3.2.6 Coordination of Services. Contractor agrees to work closely with City staff in
the performance of Services and shall be available to City’s staff, consultants and other staff at all
reasonable times.
3.2.7 Standard of Care; Performance of Employees. Contractor shall perform all
Services under this Agreement in a skillful and competent manner, consistent with the standards generally
recognized as being employed by professionals in the same discipline in the State of California.
Contractor represents and maintains that it is skilled in the professional calling necessary to perform the
Services. Contractor warrants that all employees and subcontractors shall have sufficient skill and
experience to perform the Services assigned to them. Finally, Contractor represents that it, its employees
and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are
legally required to perform the Services, including a City Business License, and that such licenses and
approvals shall be maintained throughout the term of this Agreement. As provided for in the
indemnification provisions of this Agreement, Contractor shall perform, at its own cost and expense and
without reimbursement from the City, any services necessary to correct errors or omissions which are
caused by the Contractor’s failure to comply with the standard of care provided for herein. Any employee
of the Contractor or its sub-contractors who is determined by the City to be uncooperative, incompetent, a
threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or
any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be
promptly removed from the Project by the Contractor and shall not be re-employed to perform any of the
Services or to work on the Project.
3.2.8 Period of Performance and Liquidated Damages. Contractor shall perform and
complete all Services under this Agreement within the term set forth in Section 3.1.2 above
(“Performance Time”). Contractor shall perform the Services in strict accordance with any completion
schedule or Project milestones described in Exhibits “A” or “B” attached hereto, or which may be
provided separately in writing to the Contractor. Contractor agrees that if the Services are not completed
within the aforementioned Performance Time and/or pursuant to any such completion schedule or Project
milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and
agreed that the City will suffer damage. Pursuant to Government Code Section 53069.85, Contractor
shall pay to the City as fixed and liquidated damages, and not as a penalty, the sum of two hundred
dollars ($200.00) per day for each and every calendar day of delay beyond the Performance Time or
beyond any completion schedule or Project milestones established pursuant to this Agreement.
3.2.9 Disputes. Should any dispute arise respecting the true value of any work done, of
any work omitted, or of any extra work which Contractor may be required to do, or respecting the size of
any payment to Contractor during the performance of this Contract, Contractor shall continue to perform
the Work while said dispute is decided by the City. If Contractor disputes the City’s decision, Contractor
shall have such remedies as may be provided by law.
3.2.10 Laws and Regulations; Employee/Labor Certifications. Contractor shall keep
itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in
any manner affecting the performance of the Project or the Services, including all Cal/OSHA
requirements, and shall give all notices required by law. Contractor shall be liable for all violations of
such laws and regulations in connection with Services. If the Contractor performs any work knowing it to
be contrary to such laws, rules and regulations and without giving written notice to the City, Contractor
shall be solely responsible for all costs arising therefrom. City is a public entity of the State of California
subject to certain provisions of the Health & Safety Code, Government Code, Public Contract Code, and
Labor Code of the State. It is stipulated and agreed that all provisions of the law applicable to the public
contracts of a municipality are a part of this Agreement to the same extent as though set forth herein and
will be complied with. These include but are not limited to the payment of prevailing wages, t he
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stipulation that eight (8) hours’ labor shall constitute a legal day’s work and that no worker shall be
permitted to work in excess of eight (8) hours during any one calendar day except as permitted by law.
Contractor shall defend, indemnify and hold City, its officials, directors, officers, employees and agents
free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or
liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.
3.2.10.1 Employment Eligibility; Contractor. By executing this Agreement,
Contractor verifies that it fully complies with all requirements and restrictions of state and federal law
respecting the employment of undocumented aliens, including, but not limited to, the Immigration
Reform and Control Act of 1986, as may be amended from time to time. Such requirements and
restrictions include, but are not limited to, examination and retention of documentation confirming the
identity and immigration status of each employee of the Contractor. Contractor also verifies that it has
not committed a violation of any such law within the five (5) years immediately preceding the date of
execution of this Agreement, and shall not violate any such law at any time during th e term of the
Agreement. Contractor shall avoid any violation of any such law during the term of this Agreement by
participating in an electronic verification of work authorization program operated by the United States
Department of Homeland Security, by participating in an equivalent federal work authorization program
operated by the United States Department of Homeland Security to verify information of newly hired
employees, or by some other legally acceptable method. Contractor shall maintain records of each such
verification, and shall make them available to the City or its representatives for inspection and copy at any
time during normal business hours. The City shall not be responsible for any costs or expenses related to
Contractor’s compliance with the requirements provided for in Section 3.2.10 or any of its sub-sections.
3.2.10.2 Employment Eligibility; Subcontractors, Sub-subcontractors and
Consultants. To the same extent and under the same conditions as Contractor, Contractor shall require all
of its subcontractors, sub-subcontractors and consultants performing any work relating to the Project or
this Agreement to make the same verifications and comply with all requirements and restrictions provided
for in Section 3.2.10.1.
3.2.10.3 Employment Eligibility; Failure to Comply. Each person executing
this Agreement on behalf of Contractor verifies that they are a duly authorized officer of Contractor, and
understands that any of the following shall be grounds for the City to terminate the Agreement for cause:
(1) failure of Contractor or its subcontractors, sub-subcontractors or consultants to meet any of the
requirements provided for in Sections 3.2.10.1 or 3.2.10.2; (2) any misrepresentation or material omission
concerning compliance with such requirements (including in those verifications provided to the
Contractor under Section 3.2.10.2); or (3) failure to immediately remove from the Project any person
found not to be in compliance with such requirements.
3.2.10.4 Labor Certification. By its signature hereunder, Contractor certifies
that it is aware of the provisions of Section 3700 of the California Labor Code which require every
employer to be insured against liability for Workers’ Compensation or to undertake self -insurance in
accordance with the provisions of that Code, and agrees to comply with such provisions before
commencing the performance of the Services.
3.2.10.5 Equal Opportunity Employment. Contractor represents that it is an
equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant
for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such
non-discrimination shall include, but not be limited to, all activities related to initial employment,
upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
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3.2.10.6 Air Quality. Contractor must fully comply with all applicable laws,
rules and regulations in furnishing or using equipment and/or providing services, including, but not
limited to, emissions limits and permitting requirements imposed by the California Air Resources Board
(CARB). Contractor shall specifically be aware of the CARB limits and requirements’ application to
“portable equipment”, which definition is considered by CARB to include any item of equipment with a
fuel-powered engine. Contractor shall indemnify City against any fines or penalties imposed by CARB
or any other governmental or regulatory City for violations of applicable laws, rules and/or regulations by
Contractor, its subcontractors, or others for whom Contractor is responsible under its indemnity
obligations provided for in this Agreement.
3.2.10.7 Water Quality.
(A) Management and Compliance. To the extent applicable,
Contractor’s Services must account for, and fully comply with, all local, state and federal laws, rules and
regulations that may impact water quality compliance, including, without limitation, all applicable
provisions of the Federal Water Pollution Control Act (33 U.S.C. §§ 1300); the California Porter-Cologne
Water Quality Control Act (Cal Water Code §§ 13000-14950); laws, rules and regulations of the
Environmental Protection City and the State Water Resources Control Board; the City’s ordinances
regulating discharges of storm water; and any and all regulations, policies, or p ermits issued pursuant to
any such authority regulating the discharge of pollutants, as that term is used in the Porter-Cologne Water
Quality Control Act, to any ground or surface water in the State.
(B) Liability for Non-Compliance. Failure to comply with the laws,
regulations and policies described in this Section is a violation of law that may subject Contractor or City
to penalties, fines, or additional regulatory requirements. Contractor shall defend, indemnify and hold the
City, its directors, officials, officers, employees, volunteers and agents free and harmless, pursuant to the
indemnification provisions of this Agreement, from and against any and all fines, penalties, claims or
other regulatory requirements imposed as a result of Contractor’s non -compliance with the laws,
regulations and policies described in this Section, unless such non-compliance is the result of the sole
established negligence, willful misconduct or active negligence of the City, its officials, officers, agents,
employees or authorized volunteers.
(C) Training. In addition to any other standard of care requirements
set forth in this Agreement, Contractor warrants that all employees and subcontractors shall have
sufficient skill and experience to perform the Services assigned to them without impacting water quality
in violation of the laws, regulations and policies described in this Section. Contractor further warrants that
it, its employees and subcontractors will receive adequate training, as determined by City, regarding the
requirements of the laws, regulations and policies described in this Section as they may relate to the
Services provided under this Agreement. Upon request, City will provide Contractor with a list of
training programs that meet the requirements of this paragraph.
3.2.11 Insurance.
3.2.11.1 Time for Compliance. Contractor shall not commence Work under
this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance
required under this Section. In addition, Contractor shall not allow any subcontractor to commence work
on any subcontract until it has provided evidence satisfactory to the City that the subcontractor has
secured all insurance required under this Section.
3.2.11.2 Minimum Requirements. Contractor shall, at its expense, procure and
maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to
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property which may arise from or in connection with the performance of the Agreement by the
Contractor, its agents, representatives, employees or subcontractors. Contractor shall also require all of
its subcontractors to procure and maintain the same insurance for the duration of the Agreement. Such
insurance shall meet at least the following minimum levels of coverage:
(A) Minimum Scope of Insurance. Coverage shall be at least as
broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial
General Liability coverage (occurrence form CG 0001); (2) Automobile Liability: Insurance Services
Office Business Auto Coverage form number CA 0001, code 1 (any auto); and (3) Workers’
Compensation and Employer’s Liability: Workers’ Compensation insurance as required by the State of
California and Employer’s Liability Insurance. The policy shall not contain any exclusion contrary to the
Agreement, including but not limited to endorsements or provisions limiting coverage for (1) contractual
liability (including but not limited to ISO CG 24 26 or 21 29); or (2) cross liability for claims or suits by
one insured against another.
(B) Minimum Limits of Insurance. Contractor shall maintain limits
no less than: (1) General Liability: $2,000,000 and $2,000,000 aggregate per occurrence for bodily
injury, personal injury and property damage. If Commercial General Liability Insurance or other form
with general aggregate limit is used including, but not limited to, form CG 2503, either the general
aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be
twice the required occurrence limit; (2) Automobile Liability: $2,000,000 per accident for bodily injury
and property damage; and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation
limits as required by the Labor Code of the State of California. Employer’s Liability limits of $1,000.000
per accident for bodily injury or disease. Defense costs shall be paid in addition to the limits.
(C) Notices; Cancellation or Reduction of Coverage. At least fifteen
(15) days prior to the expiration of any such policy, evidence showing that such insurance coverage has
been renewed or extended shall be filed with the City. If such coverage is cancelled or materially
reduced, Contractor shall, within ten (10) days after receipt of written notice of such cancellation or
reduction of coverage, file with the City evidence of insurance showing that the required insurance has
been reinstated or has been provided through another insurance company or companies. In the event any
policy of insurance required under this Agreement does not comply with these specifications or is
canceled and not replaced, the City has the right but not the duty to obtain the insurance it deems
necessary and any premium paid by the City will be promptly reimbursed by Contractor or the City may
withhold amounts sufficient to pay premium from Contractor payments. In the alternative, the City may
suspend or terminate this Agreement.
(D) Additional Insured. The City of San Bernardino, its directors,
officials, officers, employees, agents, and volunteers shall be named as additional insureds on
Contractor’s and its subcontractors’ policies of commercial general liability and automobile liability
insurance using the endorsements and forms specified herein or exact equivalents.
3.2.11.3 Insurance Endorsements. The insurance policies shall contain the
following provisions, or Contractor shall provide endorsements on forms supplied or approved by the
City to add the following provisions to the insurance policies:
(A) General Liability. The general liability policy shall include or be
endorsed (amended) to state that: (1) using ISO CG forms 20 10 and 20 37, or endorsements providing
the exact same coverage, the City of San Bernardino, its directors, officials, officers, employees, agents,
and volunteers shall be covered as additional insured with respect to the Services or ongoing and
complete operations performed by or on behalf of the Contractor, including materials, parts or equipment
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furnished in connection with such work; and (2) using ISO form 20 01, or endorsements providing the
exact same coverage, the insurance coverage shall be primary insurance as respects the City, its directors,
officials, officers, employees, agents, and volunteers, or if excess, shall stand in an unbroken chain of
coverage excess of the Contractor’s scheduled underlying coverage. Any excess insurance shall contain a
provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of the
City, before the City’s own primary insurance or self-insurance shall be called upon to protect it as a
named insured. Any insurance or self-insurance maintained by the City, its directors, officials, officers,
employees, agents, and volunteers shall be excess of the Contractor’s insurance and shall not be called
upon to contribute with it in any way. Notwithstanding the minimum limits set forth in Section
3.2.11.2(B), any available insurance proceeds in excess of the specified minimum limits of coverage shall
be available to the parties required to be named as additional insureds pursuant to this Section
3.2.11.3(A).
(B) Automobile Liability. The automobile liability policy shall
include or be endorsed (amended) to state that: (1) the City, its directors, officials, officers, employees,
agents, and volunteers shall be covered as additional insureds with respect to the ownership, operation,
maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Contractor or
for which the Contractor is responsible; and (2) the insurance coverage shall be primary insurance as
respects the City, its directors, officials, officers, employees, agents, and volunteers, or if excess, shall
stand in an unbroken chain of coverage excess of the Contractor’s scheduled underlying cover age. Any
insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents, and
volunteers shall be excess of the Contractor’s insurance and shall not be called upon to contribute with it
in any way. Notwithstanding the minimum limits set forth in Section 3.2.11.2(B), any available insurance
proceeds in excess of the specified minimum limits of coverage shall be available to the parties required
to be named as additional insureds pursuant to this Section 3.2.11.3(B).
(C) Workers’ Compensation and Employer’s Liability Coverage.
The insurer shall agree to waive all rights of subrogation against the City, its directors, officials, officers,
employees, agents, and volunteers for losses paid under the terms of the insurance policy which arise
from work performed by the Contractor.
(D) All Coverages. Each insurance policy required by this
Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced or
canceled except after thirty (30) days (10 days for nonpayment of premium) prior written notice by
certified mail, return receipt requested, has been given to the City; and (B) any failure to comply with
reporting or other provisions of the policies, including breaches of warranties, shall not affec t coverage
provided to the City, its directors, officials, officers, employees, agents, and volunteers. Any failure to
comply with reporting or other provisions of the policies including breaches of warranties shall not affect
coverage provided to the City, its officials, officers, employees, agents and volunteers, or any other
additional insureds.
3.2.11.4 Separation of Insureds; No Special Limitations; Waiver of
Subrogation. All insurance required by this Section shall contain standard separation of insureds
provisions. In addition, such insurance shall not contain any special limitations on the scope of protection
afforded to the City, its directors, officials, officers, employees, agents, and volunteers. All policies shall
waive any right of subrogation of the insurer against the City, its officials, officers, employees, agents,
and volunteers, or any other additional insureds, or shall specifically allow Contractor or others providing
insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss.
Contractor hereby waives its own right of recovery against City, its officials, officers, employees, agents,
and volunteers, or any other additional insureds, and shall require similar written express waivers and
insurance clauses from each of its subcontractors.
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3.2.11.5 Deductibles and Self-Insurance Retentions. Any deductibles or self-
insured retentions must be declared to and approved by the City. Contractor shall guarantee that, at the
option of the City, either: (1) the insurer shall reduce or eliminate such deductibles or self-insured
retentions as respects the City, its directors, officials, officers, employees, agents, and volunteers; or (2)
the Contractor shall procure a bond guaranteeing payment of losses and related investigation costs, claims
and administrative and defense expenses.
3.2.11.6 Subcontractor Insurance Requirements. Contractor shall not allow
any subcontractors to commence work on any subcontract relating to the work under the Agreement until
they have provided evidence satisfactory to the City that they have secured all insurance required under
this Section. If requested by Contractor, the City may approve different scopes or minimum limits of
insurance for particular subcontractors. The Contractor and the City shall be named as additional insureds
on all subcontractors’ policies of Commercial General Liability using ISO form 20 38, or coverage at
least as broad.
3.2.11.7 Acceptability of Insurers. Insurance is to be placed with insurers with
a current A.M. Best’s rating no less than A:VIII, licensed to do business in California, and satisfactory to
the City.
3.2.11.8 Verification of Coverage. Contractor shall furnish City with original
certificates of insurance and endorsements effecting coverage required by this Agreement on f orms
satisfactory to the City. The certificates and endorsements for each insurance policy shall be signed by a
person authorized by that insurer to bind coverage on its behalf, and shall be on forms provided by the
City if requested. All certificates and endorsements must be received and approved by the City before
work commences. The City reserves the right to require complete, certified copies of all required
insurance policies, at any time.
3.2.11.9 Reporting of Claims. Contractor shall report to the City, in addition
to Contractor’s insurer, any and all insurance claims submitted by Contractor in connection with the
Services under this Agreement.
3.2.12 Safety. Contractor shall execute and maintain its work so as to avoid injury or
damage to any person or property. In carrying out its Services, the Contractor shall at all times be in
compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all
necessary precautions for the safety of employees appropriate to the nature of the work and the conditions
under which the work is to be performed. Safety precautions as applicable shall include, but shall not be
limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in
accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall
protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment
and other safety devices, equipment and wearing apparel as are necessar y or lawfully required to prevent
accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety
measures.
3.2.13 Bonds.
N/A
3.2.13.1 Performance Bond. If required by law or otherwise specifically
requested by City in Exhibit “C” attached hereto and incorporated herein by reference, Contractor shall
execute and provide to City concurrently with this Agreement a Performance Bond in the amount of the
total, not-to-exceed compensation indicated in this Agreement, and in a form provided or approved by the
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City. If such bond is required, no payment will be made to Contractor until it has been received and
approved by the City.
3.2.13.2 Payment Bond. If required by law or otherwise specifically requested
by City in Exhibit “C” attached hereto and incorporated herein by reference, Contractor shall execute and
provide to City concurrently with this Agreement a Payment Bond in the amount of the total, not -to-
exceed compensation indicated in this Agreement, and in a form provided or approved by the City. If
such bond is required, no payment will be made to Contractor until it has been received and approved by
the City.
3.2.13.3 Bond Provisions. Should, in City’s sole opinion, any bond become
insufficient or any surety be found to be unsatisfactory, Contractor shall renew or replace the affected
bond within 10 days of receiving notice from City. In the event the surety or Contractor intends to reduce
or cancel any required bond, at least thirty (30) days prior written notice shall be given to the City, and
Contractor shall post acceptable replacement bonds at least ten (10) days prior to expiration of the original
bonds. No further payments shall be deemed due or will be made under this Agreement until any
replacement bonds required by this Section are accepted by the City. To the extent, if any, that the total
compensation is increased in accordance with the Agreement, the Contractor shall, upon request of the
City, cause the amount of the bonds to be increased accordingly and shall promptly deliver satisf actory
evidence of such increase to the City. To the extent available, the bonds shall further provide that no
change or alteration of the Agreement (including, without limitation, an increase in the total
compensation, as referred to above), extensions of time, or modifications of the time, terms, or conditions
of payment to the Contractor, will release the surety. If the Contractor fails to furnish any required bond,
the City may terminate this Agreement for cause.
3.2.13.4 Surety Qualifications. Only bonds executed by an admitted surety
insurer, as defined in Code of Civil Procedure Section 995.120, shall be accepted. The surety must be a
California-admitted surety with a current A.M. Best’s rating no less than A:VIII and satisfactory to the
City. If a California-admitted surety insurer issuing bonds does not meet these requirements, the insurer
will be considered qualified if it is in conformance with Section 995.660 of the California Code of Civil
Procedure, and proof of such is provided to the City.
3.2.14 Accounting Records. Contractor shall maintain complete and accurate records
with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly
identifiable. Contractor shall allow a representative of City during normal business hours to examine,
audit, and make transcripts or copies of such records and any other documents created pursuant to this
Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities
related to the Agreement for a period of three (3) years from the date of final payment under this
Agreement.
3.2.15 Work Site.
3.2.15.1 Inspection Of Site. Contractor shall visit sites where Services are to
be performed and shall become acquainted with all conditions affecting the Services prior to commencing
the Services. Contractor shall make such examinations as it deems necessary to determine the condition of
the work sites, its accessibility to materials, workmen and equipment, and to determine Contractor’s
ability to protect existing surface and subsurface improvements. No claim for allowances–time or
money–will be allowed as to such matters after commencement of the Services.
3.2.15.2 Field Measurements. Contractor shall make field measurements,
verify field conditions and shall carefully compare such field measurements and conditions and other
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information known to Contractor with the Contract Documents, including any plans, specifications, or
scope of work before commencing Services. Errors, inconsistencies or omissions discovered shall be
reported to the City immediately and prior to performing any Services or altering the condition.
3.2.16 Loss and Damage. Contractor shall be responsible for all loss and damage which
may arise out of the nature of the Services agreed to herein, or from the action of the elements, or from
any unforeseen difficulties which may arise or be encountered in the prosecution of the Services until the
same is fully completed and accepted by City.
3.2.17 Warranty. Contractor warrants all Services under the Contract (which for
purposes of this Section shall be deemed to include unauthorized work which has not been removed and
any non-conforming materials incorporated into the work) to be of good quality and free from any
defective or faulty material and workmanship. Contractor agrees that for a period of one year (or the
period of time specified elsewhere in the Contract or in any guarantee or warranty provided by any
manufacturer or supplier of equipment or materials incorporated into the work, whichever is later) after
the date of final acceptance, Contractor shall within ten (10) days after being notified in writing by the
City of any defect in the Services or non-conformance of the Services to the Contract, commence and
prosecute with due diligence all Services necessary to fulfill the terms of the warranty at its sole cost and
expense. Contractor shall act sooner as requested by the City in response to an emergency. In addition,
Contractor shall, at its sole cost and expense, repair and replace any portions of the work (or work of
other contractors) damaged by its defective Services or which becomes damaged in the course of
repairing or replacing defective work. For any work so corrected, Contractor’s obligation hereunder to
correct defective work shall be reinstated for an additional one year period, commencing with the date of
acceptance of such corrected work. Contractor shall perform such tests as the City may require to verify
that any corrective actions, including, without limitation, redesign, repairs, and replacements comply w ith
the requirements of the Contract. All costs associated with such corrective actions and testing, including
the removal, replacement, and reinstitution of equipment and materials necessary to gain access, shall be
the sole responsibility of the Contractor. All warranties and guarantees of subcontractors, suppliers and
manufacturers with respect to any portion of the work, whether express or implied, are deemed to be
obtained by Contractor for the benefit of the City, regardless of whether or not such warranties and
guarantees have been transferred or assigned to the City by separate agreement and Contractor agrees to
enforce such warranties and guarantees, if necessary, on behalf of the City. In the event that Contractor
fails to perform its obligations under this Section, or under any other warranty or guaranty under this
Contract, to the reasonable satisfaction of the City, the City shall have the right to correct and replace any
defective or non-conforming work and any work damaged by such work or the replacement or correction
thereof at Contractor's sole expense. Contractor shall be obligated to fully reimburse the City for any
expenses incurred hereunder upon demand.
3.3 Fees and Payments.
3.3.1 Compensation. Contractor shall receive compensation, including authorized
reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C”
attached hereto and incorporated herein by reference. The total compensation shall not exceed in a total
contract amount not to exceed $1,200,000 (One Million Two Hundred Thousand Dollars) to include
$630,000 (Six Hundred Thirty Thousand) for general City tree trimming services and $570,000 (Five
Hundred Seventy Dollars) for landscape district supported services . Extra Work may be authorized, as
described below, and if authorized, will be compensated at the rates and manner set forth in this
Agreement.
3.3.2 Payment of Compensation. Contractor shall submit to City a monthly itemized
statement which indicates work completed and hours of Services rendered by Contractor. The statement
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shall describe the amount of Services and supplies provided since the initial commencement date, or since
the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall,
within 45 days of receiving such statement, review the statement and pay all approved charges thereon.
3.3.3 Deductions. City may deduct or withhold, as applicable, from each progress
payment an amount necessary to protect City from loss because of: (1) stop payment notices as allowed
by state law; (2) unsatisfactory prosecution of the Services by Contractor; (3) sums representing
expenses, losses, or damages as determined by the City, incurred by the City for which Contractor is
liable under the Agreement; and (4) any other sums which the City is entitled to recover from Contractor
under the terms of the Agreement or pursuant to state law, including Section 1727 of the California Labor
Code. The failure by the City to deduct any of these sums from a progress payment shall not constitute a
waiver of the City's right to such sums.
3.3.4 Reimbursement for Expenses. Contractor shall not be reimbursed for any
expenses unless authorized in writing by City.
3.3.5 Extra Work. At any time during the term of this Agreement, City may request
that Contractor perform Extra Work. As used herein, “Extra Work” means any work which is determined
by City to be necessary for the proper completion of the Project, but which the parties did not reasonably
anticipate would be necessary at the execution of this Agreement. Contractor shall not perform, nor be
compensated for, Extra Work without written authorization from City’s Representative.
3.3.6 Prevailing Wages. Contractor is aware of the requirements of California Labor
Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section
16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the
performance of other requirements on certain “public works” and “maintenance” projects. If the Services
are being performed as part of an applicable “public works” or “maintenance” project, as defined by the
Prevailing Wage Laws, and if the total compensation is $1,000 or more, Contractor agrees to fully comply
with such Prevailing Wage Laws. City shall provide Contractor with a copy of the prevailing rates of per
diem wages in effect at the commencement of this Contract. Contractor shall make copies of the
prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the
Services available to interested parties upon request, and shall post copies at Contractor’s principa l place
of business and at the project site. Contractor shall defend, indemnify and hold the City, its officials,
officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest
arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be
mandatory upon the Contractor and all subcontractors to comply with all California Labor Code
provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 17 74 and
1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code
Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815) and debarment of
contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit certified payroll
records directly to the Labor Commissioner under Labor Code section 1771.4 shall not apply to work
performed on a public works project that is exempt pursuant to the small project exemption specified in
Labor Code Section 1771.4.
3.3.7 Registration/DIR Compliance. If the Services are being performed as part of an
applicable “public works” or “maintenance” project, and if the total compensation is $15,000 or more,
then pursuant to Labor Code Sections 1725.5 and 1771.1, the Contractor and all subcontractors
performing such Services must be registered with the Department of Industrial Relations. Contractor
shall maintain registration for the duration of the Project and require the same of any subcontractors, as
applicable. This Project may also be subject to compliance monitoring and enforcement by the
Department of Industrial Relations. It shall be Contractor’s sole responsibility to comply with all
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applicable registration and labor compliance requirements. Notwithstanding the foregoing, the contractor
registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work
performed on a public works project that is exempt pursuant to the small project exemption specified in
Labor Code Sections 1725.5 and 1771.1. Any stop orders issued by the Department of Industrial
Relations against Contractor or any subcontractor that affect Contractor’s performance of Services,
including any delay, shall be Contractor’s sole responsibility. Any de lay arising out of or resulting from
such stop orders shall be considered Contractor caused delay and shall not be compensable by the City.
Contractor shall defend, indemnify and hold the City, its officials, officers, employees and agents free and
harmless from any claim or liability arising out of stop orders issued by the Department of Industrial
Relations against Contractor or any subcontractor.
3.4 Termination of Agreement.
3.4.1 Grounds for Termination. City may, by written notice to Contractor, terminate
the whole or any part of this Agreement at any time and without cause by giving written notice to
Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the
effective date of such termination. Upon termination, Contractor shall be compensated only for those
services which have been adequately rendered to City, and Contractor shall be entitled to no further
compensation. Contractor may not terminate this Agreement except for cause.
3.4.2 Effect of Termination. If this Agreement is terminated as provided herein, City
may require Contractor to provide all finished or unfinished Documents and Data and other information
of any kind prepared by Contractor in connection with the performance of Services under this Agreeme nt.
Contractor shall be required to provide such document and other information within fifteen (15) days of
the request.
3.4.3 Additional Services. In the event this Agreement is terminated in whole or in
part as provided herein, City may procure, upon such terms and in such manner as it may determine
appropriate, services similar to those terminated.
3.5 General Provisions.
3.5.1 Delivery of Notices. All notices permitted or required under this Agreement
shall be given to the respective parties at the following address, or at such other address as the respective
parties may provide in writing for this purpose:
Contractor:
West Coast Arborists, Inc.
ATTN: Patrick Mahoney, President
2200 E. Via Burton Street
Anaheim, CA 92806
City:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: Kristen Jensen, Public Works Director
With Copy To:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
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Attn: City Attorney
Such notice shall be deemed made when personally delivered or when mailed, forty-eight
(48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its
applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred,
regardless of the method of service.
3.5.2 Indemnification.
3.5.2.1 Scope of Indemnity. To the fullest extent permitted by law,
Contractor shall defend, indemnify and hold the City, its officials, employees, agents and volunteers free
and harmless from any and all claims, demands, causes of action, suits, actions, proceedings, costs,
expenses, liability, judgments, awards, decrees, settlements, loss, damage or injury of any kind, in law or
equity, regardless of whether the allegations are false, fraudulent, or groundless, to property or persons,
including wrongful death, (collectively, “Claims”) in any manner arising out of, pertaining to, or incident
to any alleged acts, errors or omissions, or willful misconduct of Contractor, its officials, officers,
employees, subcontractors, consultants or agents in connection with the performance of the Contractor’s
Services, the Project or this Agreement, including without limitation the payment of all expert witness
fees, attorneys’ fees and other related costs and expenses. Notwithstanding the foregoing, to the extent
required by Civil Code section 2782, Contractor’s indemnity obligation shall not apply to liability for
damages for death or bodily injury to persons, injury to property, or any other loss, damage or expense
which is caused by the sole or active negligence or willful misconduct of the City or the City’s agents,
servants, or independent contractors who are directly responsible to the City.
3.5.2.2 Additional Indemnity Obligations. Contractor shall defend, with
counsel of City’s choosing and at Contractor’s own cost, expense and risk, any and all Claims covered by
this indemnification section that may be brought or instituted against City or its officials, employees,
agents and volunteers. In addition, Contractor shall pay and satisfy any judgment, award or decree that
may be rendered against City or its officials, employees, agents and volunteers as part of any such claim,
suit, action or other proceeding. Contractor shall also reimburse City for the cost of any settlement paid
by City or its officials, employees, agents and volunteers as part of any such claim, suit, action or other
proceeding. Such reimbursement shall include payment for City’s attorney’s fees and costs, including
expert witness fees. Contractor shall reimburse City and its officials, employees, agents and volunteers,
for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing
the indemnity herein provided. Contractor’s obligation to indemnify shall survive expiration or
termination of this Agreement, and shall not be restricted to insurance proceeds, if any, received by the
City, its officials, employees, agents and volunteers.
3.5.3 Governing Law; Government Code Claim Compliance. This Agreement shall be
governed by the laws of the State of California. Venue shall be in San Bernardino County, California. In
addition to any and all contract requirements pertaining to notices of and requests for compensation or
payment for extra work, disputed work, claims and/or changed conditions, Contractor must comply with
the claim procedures set forth in Government Code sections 900 et seq. prior to filing any lawsuit against
the City. Such Government Code claims and any subsequent lawsuit based upon the Government Code
claims shall be limited to those matters that remain unresolved after all procedures pertaining to extra
work, disputed work, claims, and/or changed conditions have been followed by Contractor. If no such
Government Code claim is submitted, or if any prerequisite contractual requirements are not otherwise
satisfied as specified herein, Contractor shall be barred from bringing and maintaining a valid lawsuit
against the City.
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3.5.4 Time of Essence. Time is of the essence for each and every provision of this
Agreement.
3.5.5 City’s Right to Employ Other Contractors. City reserves right to employ other
contractors in connection with this Project.
3.5.6 Successors and Assigns. This Agreement shall be binding on the successors and
assigns of the parties.
3.5.7 Assignment or Transfer. Contractor shall not assign, hypothecate or transfer,
either directly or by operation of law, this Agreement or any interest herein without the prior written
consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or
transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or
transfer.
3.5.8 Construction; References; Captions. Since the Parties or their agents have
participated fully in the preparation of this Agreement, the language of this Agreement shall be construed
simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time,
days or period for performance shall be deemed calendar days and not work days. All references to
Contractor include all personnel, employees, agents, and subcontractors of Contractor, except as
otherwise specified in this Agreement. All references to City include its officials, officers, employee s,
agents, and volunteers except as otherwise specified in this Agreement. The captions of the various
articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment,
or describe the scope, content or intent of this Agreement.
3.5.9 Amendment; Modification. No supplement, modification or amendment of this
Agreement shall be binding unless executed in writing and signed by both Parties.
3.5.10 Waiver. No waiver of any default shall constitute a waiver of any other default
or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service
voluntarily given or performed by a Party shall give the other Party any contractual rights by custom,
estoppel or otherwise.
3.5.11 No Third Party Beneficiaries. Except to the extent expressly provided for in
Section 3.5.7, there are no intended third party beneficiaries of any right or obligation assumed by the
Parties.
3.5.12 Invalidity; Severability. If any portion of this Agreement is declared invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall
continue in full force and effect.
3.5.13 Prohibited Interests. Contractor maintains and warrants that it has not employed
nor retained any company or person, other than a bona fide employee working solely for Contractor, to
solicit or secure this Agreement. Further, Contractor warrants that it has not paid nor has it agreed to pay
any company or person, other than a bona fide employee working solely for Contractor, an y fee,
commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the
award or making of this Agreement. Contractor further agrees to file, or shall cause its employees or
subcontractors to file, a Statement of Economic Interest with the City’s Filing Officer as required under
state law in the performance of the Services. For breach or violation of this warranty, City shall have the
right to rescind this Agreement without liability. For the term of this Agreement , no member, officer or
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employee of City, during the term of his or her service with City, shall have any direct interest in this
Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.5.14 Cooperation; Further Acts. The Parties shall fully cooperate with one another,
and shall take any additional acts or sign any additional documents as may be necessary, appropriate or
convenient to attain the purposes of this Agreement.
3.5.15 Authority to Enter Agreement. Contractor has all requisite power and authority
to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the
individuals who have signed this Agreement have the legal power, right, and authority to make this
Agreement and bind each respective Party.
3.5.16 Counterparts. This Agreement may be signed in counterparts, each of which
shall constitute an original.
3.5.17 Entire Agreement. This Agreement contains the entire Agreement of the parties
with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or
agreements. This Agreement may only be modified by a writing signed by both parties.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE FOR MAINTENANCE SERVICES AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO
AND WEST COAST ARBORISTS, INC.
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of the date first
written above.
CITY OF SAN BERNARDINO
APPROVED BY:
TERI LEDOUX
City Manager
ATTESTED BY:
GENOVEVA ROCHA
Acting City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
WEST COAST ARBORISTS, INC.
By:
Its: President
Printed Name: Patrick O. Mahoney
By:
Its: Secretary
Printed Name: Richard Mahoney
#366764 (A, B, C-21, C27 & C61/D49)
Contractor’s License Number
#1000000956 Exp. 6/30/2022
DIR Registration Number
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Packet Pg. 355 Attachment: PW.Tree Maintenance .A1A-SB Tree Maintenance Contract (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc.
EXHIBIT A
EXHIBIT A
SCOPE OF SERVICES
TREE MAINTENANCE SERVICES - SCOPE OF WORK
This project may consist of tree pruning, clearance pruning, palm pruning, tree removal and tree
planting as specified below.
A. WORK QUALITY
All tree pruning shall comply with good arboriculture practices for the particular species
of trees being trimmed shall be consistent with the Pruning Standards and Best
Management Practices as adopted by the International Society of Arboriculture. The
Contractor shall also meet the requirements of the current American National Standards,
Z133, entitled "Safety Requirements for Arboricultural Operation," published by the
American National Standard Institute., Inc., 1430 Broadway, New York, New York
10018.
The City Administrator shall determine if the Contractor has met all pruning
requirements and payment shall not be made for pruning that is not in accordance with
the above standards. The Contractor shall be deemed in contract default, if they
consistently fail to comply with the aforementioned standards.
B. STANDARDS
Prior to beginning the work, the Contractor shall review with the City Administrator
various methods, tools, and work scheduling to be used on the project. Unless otherwise
indicated, tree pruning shall include but not be limited to accepted pruning activities.
Daily tree pruning operations shall commence no earlier than 7:00 A.M. and shall be
completed each day no later than 5:00 P.M., OR depending on the City’s discretion.
All debris resulting from tree pruning operations shall be removed from the work site on
a daily basis.
1. Tree Pruning
At the direction of City staff, tree pruning per pre-designed zones, grids, or prune routes
on a set cycle to include all trees regardless of size. Pruning will include structural
pruning and crown raising, and slight crown cleaning in accordance with the standards set
forth by the International Society of Arboriculture Pruning Standards (Best Management
Practices) and the ANSI A300 Standards. Prune dead, dying, diseased, and/or crossing
limbs. Special projects that are difficult to access by equipment, require the need for
specialty equipment (i.e., 95-foot tower), service request pruning, or pruning to reduce
and/or pruning to restore would fall under Crew Rental.
a. Contractor shall comply with Standards of CAL OSHA and the American National
Standard Institute, Z133 Safety Requirements.
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EXHIBIT A
b. Contractor shall notify the resident forty-eight (48) hours in advance of scheduled
pruning.
c. Contractor shall provide and post “No Parking” signs twenty-four (24) hours in
advance of the work if necessary.
d. Contractor shall endeavor to maintain good public relations at all times. The work
shall be conducted in a manner which will cause the least possible interference and
annoyance to the public. Work shall be performed by competent employees and
supervised by an experienced, English speaking supervisor in tree care operations.
The Contractor shall be responsible for advance notification to the residents at each
work location of the intended tree operations. The Contractor shall be responsible to
see that private property and vehicles at work locations are not endangered or
damaged during the course of work.
e. Contractor shall exercise precautions as necessary when working adjacent to aerial
and subterranean utilities. Contractor must utilize Line Clearance Qualified Tree
trimmers if working within 10ft of high voltage power lines. In the event that aerial
utility wires present a hazard to the Contractor’s personnel or others near the work
site, work is to immediately cease and the appropriate utility company notified. Work
shall then commence in accordance with instructions from the utility company. In the
event that work causes excavation, the City is responsible for properly marking the
location and the Contractor is responsible for appropriate notification of Underground
Service Alert (USA).
f. No hooks, gaffs, spurs or climbers will be used for while climbing trees other than for
removals and inaccessible Palms when needed.
g. Final pruning cuts shall be made without leaving stubs. Cuts shall be made in a
manner to promote fast callous growth
h. The specific techniques employed shall be consistent with industry practice for the
size and species of tree being trimmed. All dead, broken, damaged, diseased or insect
infested limbs shall be removed at the trunk or main branch. All cuts shall be made
sufficiently close, ½ inch, to the parent stem so that healing can readily start under
normal conditions. All limbs 2” or greater shall be undercut to prevent splitting. The
remaining limbs and branches shall not be split or broken at the cut. All crossed or
rubbing limbs shall be removed unless removal will result in large gaps in the general
outline of the tree.
i. Cut laterals to preserve the natural form of the tree, leaving the head open enough for
the branching system to show and permitting the dead material to be easily cleaned
out and light to show through the head. Tree foliage shall be reduced by at least
fifteen (15%) percent but no more than twenty-five (25%) percent.
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EXHIBIT A
2. Pruning for Clearance
As directed by City staff, tree pruning shall provide optimum clearance without
jeopardizing the health and structure of the tree. Pruning to raise shall be in accordance
with standards set forth by the International Society of Arboriculture Pruning Standards
(Best Management Practices) and the ANSI A300 Standards under “Pruning to Raise.”
Clearance prunes are performed on a grid system or on a street-by-street basis.
Clearances for adjacent structures and their connecting utility lines (service drops), shall
be determined by the City staff and conform to the following:
a. When pruning the bottom branches, care shall be given to obtain a balanced
appearance when viewed from across the street immediately opposite the tree.
b. Without damaging the trees, cut to laterals to preserve the natural form of the tree.
Remove lateral branches at their point of origin or shorten the length of a branch
by cutting to a lateral, which is large enough to assume leadership.
c. When cutting back, avoid cutting back to small suckers. Remove smaller limbs
and twigs in such a manner as to leave the foliage pattern evenly distributed.
d. Not all trees can be properly raised for clearance without jeopardizing the
balance, structure and/or health of the tree. The City will make the final decision
on a case to case basis.
3. Pruning Palm Trees
Palm Pruning consists of maintaining the crowns and trunks of palm trees including the
pruning of spent or declining fronds, seedpods and the skinning or shaping of spent
petiole bases into a ball or nut as applicable by palm type.
a. The use of climbing spurs or spike shoes for the purpose of climbing palm
trees is prohibited, unless specifically approved in writing by the Public
Works Director. The Contractor, when possible, will use an aerial tower
with sufficient height to reach the crown for the purpose of pruning City
Palm trees.
b. Palm Skinning (additional service & cost) - Dead fronds, and parts
thereof, including stubs, can be removed along the entire length of the
trunk of each palm, leaving a clean unsheathed appearance slicked from
the ground to approximately twenty-four to thirty-six (24” – 36”) inches
from the base of the green fronds at the top of the palm. The frond stubs
(cut close to trunk) can be left in place within a span of at least eighteen
(18”) inches but no greater than thirty-six (36”) inches.
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EXHIBIT A
4. Aesthetic and/or Service Request Tree Pruning
At the direction of the Director or designee, trees that need service prior to their
scheduled grid trim for aesthetic purposes shall be trimmed within two weeks of
notification by the City to the Contractor. Pruning will include structural pruning, crown
raising, crown cleaning and crown reduction in accordance with the standards set forth by
the International Society of Arboriculture Pruning Standards (Best Management
Practices) and the ANSI A300 Standards. The trimming shall provide a symmetrical
shape and aesthetically pleasing appearance typical of the species. Trees shall also be
trimmed to remove any obstruction around traffic control devices, traffic signs and
streetlights. Additional trimming shall be performed to mitigate any extreme effect of the
clearance trimming and provide an aesthetic appearance.
The specific techniques employed shall be consistent with industry practice for the size
and specific of tree being trimmed. Dead, broken, damaged, diseased or insect infested
limbs shall be removed at the trunk or main branch. All cuts shall be made sufficiently
close, ½ inch to the parent stem so that healing can readily start under normal conditions.
All limbs 2” or greater shall be undercut to prevent splitting. The remaining limbs and
branches shall not be split or broken at the cut. Crossed or rubbing limbs shall be
removed unless removal will result in large gaps in the general outline of the tree. Trees
shall be thinned of smaller limbs when necessary to distribute the foliage evenly as
needed.
5. Tree Removals
After the City determines that a tree requires removal, the City will prepare a list of trees
to be removed, and submits lists to Contractor. The City is responsible for marking trees
so that they are easily identifiable by Underground Service Alert and the Contractor.
Contractor calls Underground Service Alert (USA) and prepares internal work order.
Crew removes tree and hauls all debris. Crew grinds stumps to a depth of approximately
eighteen (18”) inches. All holes will be backfilled with a combination of native soil and
stump grindings. Special projects that are difficult to access with equipment, or require
the need for a crane or an aerial tower over seventy-five (75’) feet will fall under Crew
Rental rates. City staff shall make the final determination to remove or provide public
noticing for removal at a later date. Removals shall be conducted in good workmanlike
manner in accordance with the standards of the arboricultural profession.
No wood shall be left on-site or along public right-of-way unless approved by the City
staff. All tree parts are to be loaded into transport vehicles or containers. The vehicles or
containers must have the front, sides and rear solid and the top shall be tarped, or
otherwise tightly enclosed. The transporting of tree parts must be made so that no debris
escapes during the transport. Branches, suckers, bark and other tree parts that are
chipped are to be covered while transported and hauled to the disposal site during the
workday.
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EXHIBIT A
Diseased and/or infested trees that are removed may require disposing of wood debris
using special handling or processing for proper disposal. Additional costs may be
discussed with the City.
The Contractor shall be required to call Underground Alert at least 2 days before stumps
are to be ground out. All tree stumps must be removed to at least 18 inches below the
lowest soil level adjacent to the stump, or until deep roots are no longer encountered.
The Contractor shall grind the stump a minimum distance of one and a half (1½’) feet
either side of the outer circumference of the stump.
Stumps should be cut low enough to the ground where routing can be done safely. This
may be accomplished by cutting the stump at the time of grinding, or at the time of tr ee
removal except for infrastructure conflicts. Holes created by stump and root grinding
must be filled the same day. A combination of native soil and stump grindings will be
used to fill the hole to two (2”) inches above normal ground level. All excess routing
chips debris will be removed and loaded into transport vehicle for disposal.
6. Tree Planting
Tree planting includes the tree, stakes, ties and complete installation and watering at time
of installation as directed by City staff. Planting lists should be compiled by the
Inspector and submitted monthly or as needed. Contractor will guarantee the quality of
the tree stock and the workmanship.
a. Contractor shall provide all equipment, labor and materials necessary for the planting of
trees throughout the City in accordance with the specifications herein.
b. The City shall be responsible for marking locations and the Contractor will notify
Underground Service Alert (USA) prior to planting.
c. Planting pit shall be dug at appropriate width and the same depth of the root ball. Before
placing the tree in the planting pit Contractor shall examine root ball for injured roots and
canopy for broken branches. Damaged roots should be cleanly cut off at a point just in
front of the break. Broken branches should be cut out of the canopy making sure that the
branch collar is not damaged.
d. Tree shall be placed in the planting pit with its original growing level (the trunk flare) at
the same height of the surrounding finish grade. In grass-covered parkways, the top of the
root ball shall be level or slightly higher than the surrounding soil. In a concrete tree well,
the root ball shall be 3 inches below the level of the finished surface of the concrete.
e. Backfill material should be native soil. Eliminate all air pockets while backfilling the
planting pit by watering the soil as it’s put into the hole.
f. Trees that are planted in parkways shall have a 4”-6” high water retention basin built
around the tree capable of holding at least ten (10) gallons of water. In a concrete
tree well, soil should be raked against the edge of the concrete to create a sloping basin.
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EXHIBIT A
Immediately after planting, the tree shall be watered thoroughly by filling the water
retention basin twice.
g. All trees shall be staked with two wooded lodge poles and two ties per pole. Minimum
size of lodge poles shall be ten (10’) feet long, with a one and a half (1½”) inch diameter.
Tree ties shall be placed at one third (⅓”) and two-thirds (2/3) of the trunk height. Stakes
shall not penetrate the root ball and shall be driven into the ground approximately twenty-
four to thirty (24”-30”) inches below grade.
h. Trunk protectors such as Arbor-Guards or an approved equal shall be placed at the base
of the trunk of all new trees immediately after planting.
i. In some cases, root barriers may be required. The City will make this determination.
Should a root barrier be required, the Contractor will install a mechanical barrier that
redirects root growth downward, eliminating the surface rooting that damages expensive
hardscapes and creates a hazard. The barrier shall be twelve (12”) inches in depth and at a
length determined by the City and placed in a circular fashion surrounding the tree’s root
system. Root barriers are an additional service and cost.
j. Clean up all trash and any soil or dirt spilled on any paved surface at the end of each
working day.
k. All trees shall be of good nursery stock that adheres to the American Standard for
Nursery Stock as described in the current ANSI Z60.1 Standards. Trees shall be free from
pests, disease and structural defects.
7. Crew Rental
The crew and equipment can be modified to complete any type of miscellaneous tasks
including special projects that may consist of extraordinary work. As directed by City
staff, trees requiring service prior to their regularly scheduled grid or annual trim to
rectify a specific problem such as blocked street lighting or signs, right-of-way clearance
for utility lines, or broken limbs may be performed under the Crew Rental rate. The use
of crew rental may be warranted due to inaccessibility, in park or slope locations, or non -
linear tree pruning.
8. Emergency Response
The Contractor shall be required to provide emergency on call response for damaged
trees as a result of storms or other reasons. Emergency calls may occur at any given
time. The Contractor will be provided with locations and the work to be done at each
location via telephone from a City authorized representative. Emergency work shall
begin within two (2) hours of the initial telephone call.
Contractor shall be required to provide a twenty-four (24) hour emergency phone number
or the names of contact individuals upon award of contract. Should the contact persons
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EXHIBIT A
or their phone numbers change during the course of the contract, those changes shall be
submitted to the City within two (2) working days.
Work performed under the emergency provision of this contract shall be paid for on a
crew hour basis from portal to portal. This shall include all labor, tools equipment,
disposal fees and necessary materials. Emergency response charges may also be applied
for crew(s) to “stand-by” during storm-type weather elements.
9. Line Clearance Pruning
During the course of this contract the Contractor may be required to perform utility line
clearance pruning as directed by City staff in conjunction with routine or non-routine
pruning activities. The Contractor shall be required to furnish all supervision, Qualified
line clearance tree trimmers, equipment and materials necessary to accomplish the work
in accordance with the contract. The Contractor has the responsibility for compliance
with safety and health standards of the California Occupational Safety and Health Act
(OSHA) and all applicable rules, regulations and orders. The manager overseeing the
project should be a Certified Utility Specialist and the persons completing the work sh be
Line Clearance Qualified Tree workers. The competency of Contractor's personnel shall
be maintained through regular training. All persons performing tree work on City trees in
or around electrical lines shall be trained to do so in accordance the “Electrical Safety
Orders” of the State of California.
10. Tree Watering
At the direction of the City, watering is performed by a one-man crew with a water truck
who will water various tree routes including landscape median and young trees that are
three (3) years old and younger. Watering may also be performed on an as -needed basis.
11. Small Tree Care
The City requires an active approach to the care of its young and newly planted trees.
The Contractor shall be required to perform basic tree care that will include but not be
limited to tree well adjustments and watering, removal of weeds from tree wells,
structural pruning, and re-staking when necessary.
12. Arborist Services
On occasion, the City requires tree evaluations including written reports. The Contractor
shall provide an hourly rate for a Certified Arborist that can respond to the City’s
request(s) for the preparation of detailed arborist reports, tree risk assessment reports tree
evaluations and site inspections. Reporting can be generated on as little as one tree to an
entire urban forest population and is handled on a case-by-case basis.
13. Plant Health Care
At the direction of the City, the Contractor will provide plant health care services
including but not limited to the following; spraying, injecting, soil drenching as necessary
to reduce a potentially harmful pest. This is done to maintain or improve the selected
tree’s appearance, vitality, and safety, using the most cost-effective and environmentally
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EXHIBIT A
sensitive practices and treatments available. Plant Health Care involves routine
monitoring and preventive treatments. All pesticide recommendations are to be made by
an in-house Pest Control Advisor in accordance with the Department of Pesticide
Regulations. Additional charges apply for disinfection or special handling shall be
allowed.
a. Contractor shall have an “in-house” Qualified Applicator apply chemicals in accordance
with the recommendations from the “in-house” Agricultural Pest Control Advisor (PCA)
and all applicable product labels and regulations.
b. Applications will be made by drench, spray or injection as conditions warrant. The
primary method of application shall be trunk or soil injection.
c. The following are pesticides that may be used on this Contract for treatment of
Polyphagous Shot Hole Borer (PSHB), Golden Spotted Oak Borer (GSOB), Fusarium
dieback and other pests. This list is not all inclusive or exhaustive.
1) Propiconazole
2) Tebuconazole
3) Thiabendazole
4) Emamectin benzoate
5) Imidacloprid
6) Dinotefuran
7) Bifenthrin
8) Carbaryl
14. Traffic Control
Contractor shall conform to all City Traffic Safety requirements and operating rules at all
times while this contract is in effect. The Contractor shall employee staff certified as
Traffic Control Design Specialist and Traffic Control Technicians in accordance with the
American Traffic Safety Services Association (ATSSA).
Contractor will be responsible for supplying and using all safety equipment necessary to
close or delineate traffic lanes to through traffic. This is to include a high visibility
Arrow Board(s) as necessary. The City, prior to use, must approve all traffic safety
equipment for use.
Illuminated arrow boards, sign stands, delineators and/or cones shall be used to identify
work site for vehicular and pedestrian safety.
15. Clean up
Contractor shall clean all job sites when work is completed, including the raking of
leaves, twigs, etc. from the lawns and parkways and the sweeping of sites.
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EXHIBIT A
Each day’s scheduled work shall be completed and cleaned up and under no
circumstances shall any brush, leaves, debris or equipment be left on the street overnight
when feasible. Contractor’s equipment may be stored overnight, with advance approval,
in the City yards; however, the City will not be responsible for security of Contractor’s
equipment.
Brush and debris shall be removed daily, sidewalks swept, lawns and parkways raked out
and gutters cleaned.
The City staff or other authorized representative, shall be the sole judge as to the
adequacy of the clean-up.
16. Disposal of Debris
All tree branches produced as a result of the Contractor’s operations under this contract
will be reduced, reused, recycled, and/or transformed. The City will receive access to
their Greenwaste Recycling report detailing the amount of debris recycled and the
location. This report to be used for compliance with Assembly Bill 939.
1. Greenwaste Recycling Report:
Greenwaste that is transported to an offsite facility for grinding into mulch shall
be documented and available to the City on a monthly basis.
2. Wood Chips:
a. Chips generated from pruning operations within the City may first be
dumped at a City designated site.
b. At the direction of the City, wood waste generated from tree removals
shall be chipped into pure wood chips with an even uniform size. These
chips shall be dumped in specified locations in the City.
3. Milling (additional service & cost):
At the direction of the City, large tree trunks, which meet proper specifications
may be milled into lumber suitable for use in a variety of applications. Milled
lumber shall be returned to the City at a cost to be included in the bid proposal.
9.b
Packet Pg. 364 Attachment: PW.Tree Maintenance .A1A-SB Tree Maintenance Contract (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc.
EXHIBIT B
EXHIBIT B
SCHEDULE OF SERVICES
THE SCHEDULE OF SERVICES WILL BE DETERMINED BY THE CITY OF SAN
BERNARDINO’S PUBLIC WORKS DIRECTOR OR DESIGNEE.
9.b
Packet Pg. 365 Attachment: PW.Tree Maintenance .A1A-SB Tree Maintenance Contract (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc.
EXHIBIT C
COMPENSATION
The total compensation shall not exceed in a total contract amount not to exceed $1,200,000 (One
Million Two Hundred Thousand Dollars) to include $630,000 (Six Hundred Thirty Thousand) for general
City tree trimming services and $570,000 (Five Hundred Seventy Dollars) for landscape district
supported services. Contractor agrees not to raise prices during the initial term of the Agreement.
Thereafter, Contractor may request in writing at least 60 (sixty) days prior to the expiration of the initial
term, or any extension period, a contract extension and price increase based on the CPI. However, in no
event shall any increase exceed 2%. Contractor’s written request for an extension and a price increase
shall include reference to the CPI index, percentage of CPI increase, and revised prices based on CPI
increase. Therefore, rates shall abide by the following unit rates:
Citywide Tree Maintenance Services provided by WCA, Inc. to the City of San Bernardino
City of San Bernardino
Item Description Unit Unit Rate
1 Grid Tree Pruning Each $ 67.25
2 Crown Raising (Ordered per Grid or Block Only) Each $ 52.25
3 Service Request (Full Prune) 0"-12" DSH Each $ 74.00
13" - 18" DSH Each $ 100.00
19" - 24" DSH Each $ 124.00
25" - 30" DSH Each $ 144.00
31" - 36" DSH Each $ 294.00
Over 36" DSH Each $ 494.00
4 Aesthetic Pruning (Crown Cleaning ordered per Grid or Block Only) Each $ 104.50
5 Crown Reduction Pruning 0" - 12" DSH Each $ 204.00
13" - 18" DSH Each $ 294.00
19" - 24" DSH Each $ 344.00
25" - 30" DSH Each $ 394.00
31" - 36" DSH Each $ 444.00
Over 36" DSH Each $ 524.00
6 Palm Tree Pruning Each $ 64.00
7 Date Palm Pruning Each $ 224.00
8 Palm Skinning Per Palm $ 94.00
9 Tree and Stump Removal 0" - 12" DSH Each $ 224.00
13" - 18" DSH Each $ 324.00
19" - 24" DSH Each $ 500.00
25" - 30" DSH Each $ 750.00
31" - 36" DSH Each $ 850.00
Over 36" DSH Each $ 1,000.00
10 Tree Only Removal 0" - 12" DSH Each $ 224.00
13" - 18" DSH Each $ 324.00
19" - 24" DSH Each $ 500.00
25" - 30" DSH Each $ 750.00
31" - 36" DSH Each $ 850.00
Over 36" DSH Each $ 1,000.00
11 Stump Only Removal Dia Inch $ 12.70
9.b
Packet Pg. 366 Attachment: PW.Tree Maintenance .A1A-SB Tree Maintenance Contract (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc.
12 Root Pruning LF $ 15.25
13 Plant 15 gallon tree w/out RB Each $ 98.00
14 Plant 24" Box tree w/o RB Each $ 300.00
15 Plant 36" Box tree w/o RB Each $ 980.00
16 Tree Watering Hour $ 78.40
17 Crew Rental - per worker Hour $ 78.40
18 Emergency (Evenings/Weekends) Man Hour $ 105.95
19 Emergency (Reg business hrs) Man Hour $ 105.95
20 Arborist Services & Report Writing Hour $ 162.75
21 GPS Tree Inventory Tree Site $ 2.00
Unit rates valid July 1, 2020 through June 30, 2023.
9.b
Packet Pg. 367 Attachment: PW.Tree Maintenance .A1A-SB Tree Maintenance Contract (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc.
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Packet Pg. 368 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
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Packet Pg. 369 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
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Packet Pg. 370 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
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Packet Pg. 371 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
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Packet Pg. 372 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
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;dŚĞŝƚLJƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽĐŚĂŶŐĞƐĐŚĞĚƵůĞŽĨĞǀĞŶƚƐǁŝƚŚŽƵƚƉƌŝŽƌŶŽƚŝĐĞŽƌƌĞƐƉŽŶƐŝďŝůŝƚLJƚŽ
sĞŶĚŽƌ͘Ϳ
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Packet Pg. 373 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϳŽĨϰϯ
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ƉĂƌƚƚŚĞƌĞŽĨƐŚĂůůƐƵďŵŝƚƐƵĐŚƋƵĞƐƚŝŽŶƐŽƌĐŽŶĐĞƌŶƐŝŶǁƌŝƚŝŶŐĞůĞĐƚƌŽŶŝĐĂůůLJǀŝĂWůĂŶĞƚŝĚƐ͘EŽƌĞƐƉŽŶƐŝďŝůŝƚLJ
ǁŝůůďĞĂĐĐĞƉƚĞĚĨŽƌŽƌĂůŝŶƐƚƌƵĐƚŝŽŶƐ͘ĚĚĞŶĚĂŝƐƐƵĞĚŝŶĐŽƌƌĞƐƉŽŶĚĞŶĐĞƚŽƚŚŝƐZ&WƐŚĂůůďĞĐŽŶƐŝĚĞƌĞĚĂƉĂƌƚ
ŽĨƚŚŝƐZ&WĂŶĚƐŚĂůůďĞĐŽŵĞƉĂƌƚŽĨĂŶLJĨŝŶĂůŽŶƚƌĂĐƚƚŚĂƚŵĂLJďĞĚĞƌŝǀĞĚĨƌŽŵƚŚŝƐZ&W͘
ϭ͘ϰKEd/E'E/^
dŚŝƐZ&WƐŚŽƵůĚŶŽƚďĞĐŽŶƐŝĚĞƌĞĚĂƐĂŽŶƚƌĂĐƚƚŽƉƵƌĐŚĂƐĞŐŽŽĚƐŽƌƐĞƌǀŝĐĞƐďƵƚŝƐĂZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůŝŶ
ĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞdĞƌŵƐĂŶĚŽŶĚŝƚŝŽŶƐŚĞƌĞŝŶĂŶĚǁŝůůŶŽƚŶĞĐĞƐƐĂƌŝůLJŐŝǀĞƌŝƐĞƚŽĂŽŶƚƌĂĐƚ͘,ŽǁĞǀĞƌ͕
Z&WƌĞƐƉŽŶƐĞƐƐŚŽƵůĚďĞĂƐĚĞƚĂŝůĞĚĂŶĚĐŽŵƉůĞƚĞĂƐƉŽƐƐŝďůĞƚŽĨĂĐŝůŝƚĂƚĞƚŚĞĨŽƌŵĂƚŝŽŶŽĨĂŽŶƚƌĂĐƚďĂƐĞĚ
ŽŶƚŚĞZ&WƌĞƐƉŽŶƐĞ;ƐͿƚŚĂƚĂƌĞƉƵƌƐƵĞĚƐŚŽƵůĚƚŚĞŝƚLJĚĞĐŝĚĞƚŽĚŽƐŽ͘
ŽŵƉůĞƚŝŽŶŽĨƚŚŝƐZ&WĨŽƌŵĂŶĚŝƚƐĂƐƐŽĐŝĂƚĞĚĂƉƉĞŶĚŝĐĞƐĂƌĞĂƌĞƋƵŝƌĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽĚŽƐŽŵĂLJĚŝƐƋƵĂůŝĨLJ
LJŽƵƌZ&WƌĞƐƉŽŶƐĞƐƵďŵŝƚƚĂů͘sĞŶĚŽƌƐŵƵƐƚƐƵďŵŝƚƐŝŐŶĞĚZ&WƌĞƐƉŽŶƐĞƐďLJƚŚĞĚƵĞĚĂƚĞĂŶĚƚŝŵĞĂƐƐƉĞĐŝĨŝĞĚ
ŚĞƌĞŝŶ͘sĞŶĚŽƌƐǁŝůůďĞĐŽŶƐŝĚĞƌĞĚŶŽŶͲƌĞƐƉŽŶƐŝǀĞŝĨƚŚĞĂďŽǀĞƌĞƋƵŝƌĞŵĞŶƚƐĂƌĞŶŽƚƐƵďŵŝƚƚĞĚĂƐƌĞƋƵĞƐƚĞĚ͘
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ŶLJ^ĐŽƉĞŽĨ^ĞƌǀŝĐĞƐ͕ŽŶƚŝŶŐĞŶĐŝĞƐ͕^ƉĞĐŝĂů/ŶƐƚƌƵĐƚŝŽŶĂŶĚͬŽƌdĞƌŵƐĂŶĚŽŶĚŝƚŝŽŶƐĂƉƉůŝĐĂďůĞƚŽƚŚŝƐZ&W
ĂŶĚĂŶLJWƵƌĐŚĂƐĞKƌĚĞƌĚĞƌŝǀĞĚƚŚĞƌĞĂĨƚĞƌƐŚĂůůďĞĞĨĨĞĐƚŝǀĞĂƐŽĨƚŚĞŝƐƐƵĞĚĂƚĞŽĨWƵƌĐŚĂƐĞKƌĚĞƌ;ƚŚĞ
͞ĨĨĞĐƚŝǀĞĂƚĞ͟Ϳ͕ĂŶĚƐŚĂůůƌĞŵĂŝŶŝŶĨƵůůĨŽƌĐĞĂŶĚĞĨĨĞĐƚƵŶƚŝůƐŝdžƚLJ;ϲϬͿĚĂLJƐĂĨƚĞƌƚŚĞŝƚLJŚĂƐĂĐĐĞƉƚĞĚƚŚĞ
ǁŽƌŬŝŶǁƌŝƚŝŶŐĂŶĚŚĂƐŵĂĚĞĨŝŶĂůƉĂLJŵĞŶƚ͕ƵŶůĞƐƐƐŽŽŶĞƌƚĞƌŵŝŶĂƚĞĚďLJǁƌŝƚƚĞŶĂŐƌĞĞŵĞŶƚƐŝŐŶĞĚďLJďŽƚŚ
ƉĂƌƚŝĞƐ͘
ϭ͘ϱYh^d/KE^E>Z/&/d/KE^
ůůƋƵĞƐƚŝŽŶƐŽƌĐůĂƌŝĨŝĐĂƚŝŽŶƌĞƋƵĞƐƚƐŵƵƐƚďĞƐƵďŵŝƚƚĞĚĚŝƌĞĐƚůLJƚŚƌŽƵŐŚƚŚĞŝƚLJ͛ƐďŝĚƐLJƐƚĞŵŽŶŽƌďĞĨŽƌĞ
yyyyy͕ϮϬϭyďLJyyyyyyy͘ŶƐǁĞƌƐĂŶĚͬŽƌĐůĂƌŝĨŝĐĂƚŝŽŶƐǁŝůůďĞƉƌŽǀŝĚĞĚŝŶƚŚĞĨŽƌŵŽĨĂŶĚĚĞŶĚƵŵĂŶĚǁŝůů
ďĞƉŽƐƚĞĚĨŽƌĚŽǁŶůŽĂĚĨƌŽŵƚŚĞŝƚLJ͛ƐďŝĚƐLJƐƚĞŵŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞĂďŽǀĞ͞^ĐŚĞĚƵůĞŽĨǀĞŶƚƐ͘͟
&ƌŽŵƚŚĞŝƐƐƵĂŶĐĞĚĂƚĞŽĨƚŚŝƐZ&WƵŶƚŝůĂsĞŶĚŽƌŝƐĂǁĂƌĚĞĚ͕sĞŶĚŽƌƐĂƌĞŶŽƚƉĞƌŵŝƚƚĞĚƚŽĐŽŵŵƵŶŝĐĂƚĞǁŝƚŚ
ĂŶLJŝƚLJƐƚĂĨĨŽƌŽĨĨŝĐŝĂůƐƌĞŐĂƌĚŝŶŐƚŚŝƐƉƌŽĐƵƌĞŵĞŶƚ͕ŽƚŚĞƌƚŚĂŶĚƵƌŝŶŐŝŶƚĞƌǀŝĞǁƐ͕ĚĞŵŽŶƐƚƌĂƚŝŽŶƐ͕ĂŶĚͬŽƌƐŝƚĞ
ǀŝƐŝƚƐ͕ĞdžĐĞƉƚĂƚƚŚĞĚŝƌĞĐƚŝŽŶŽĨZƵƚŚĂŝŶ͕WW͕WƌŽĐƵƌĞŵĞŶƚDĂŶĂŐĞƌ͕ƚŚĞĚĞƐŝŐŶĂƚĞĚƌĞƉƌĞƐĞŶƚĂƚŝǀĞŽĨƚŚĞ
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ͘
ϭ͘ϲ/^WK^/d/KEK&DdZ/>EKE&/Ed/>KZWZKWZ/dZz/E&KZDd/KE
ůůŵĂƚĞƌŝĂůƐƐƵďŵŝƚƚĞĚŝŶƌĞƐƉŽŶƐĞƚŽƚŚĞZ&WƐŽůŝĐŝƚĂƚŝŽŶǁŝůůďĞĐŽŵĞƚŚĞƉƌŽƉĞƌƚLJŽĨƚŚĞŝƚLJĂŶĚǁŝůůďĞ
ƌĞƚƵƌŶĞĚŽŶůLJĂƚƚŚĞŝƚLJ͛ƐŽƉƚŝŽŶĂŶĚĂƚƚŚĞĞdžƉĞŶƐĞŽĨƚŚĞsĞŶĚŽƌƐƵďŵŝƚƚŝŶŐƚŚĞZ&WƌĞƐƉŽŶƐĞ͘ĐŽƉLJŽĨƚŚĞ
Z&WƌĞƐƉŽŶƐĞǁŝůůďĞƌĞƚĂŝŶĞĚĨŽƌŽĨĨŝĐŝĂůĨŝůĞƐĂŶĚďĞĐŽŵĞĂƉƵďůŝĐƌĞĐŽƌĚ͘ŶLJŵĂƚĞƌŝĂůƚŚĂƚĂsĞŶĚŽƌĐŽŶƐŝĚĞƌƐ
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Packet Pg. 374 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϴŽĨϰϯ
ĂƐĐŽŶĨŝĚĞŶƚŝĂůďƵƚĚŽĞƐŶŽƚŵĞĞƚƚŚĞĚŝƐĐůŽƐƵƌĞĞdžĞŵƉƚŝŽŶƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚĞĂůŝĨŽƌŶŝĂWƵďůŝĐZĞĐŽƌĚƐĐƚ
ƐŚŽƵůĚŶŽƚďĞŝŶĐůƵĚĞĚŝŶƚŚĞsĞŶĚŽƌ͛ƐZ&WƌĞƐƉŽŶƐĞĂƐŝƚŵĂLJďĞŵĂĚĞĂǀĂŝůĂďůĞƚŽƚŚĞƉƵďůŝĐ͘
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ŝƚLJ͛ƐƐŽůĞŽƉŝŶŝŽŶ͕ŵĞĞƚƐƚŚĞĚŝƐĐůŽƐƵƌĞĞdžĞŵƉƚŝŽŶƌĞƋƵŝƌĞŵĞŶƚƐ͕ƚŚĞŶƚŚĂƚŝŶĨŽƌŵĂƚŝŽŶǁŝůůŶŽƚďĞĚŝƐĐůŽƐĞĚ
ƉƵƌƐƵĂŶƚƚŽĂǁƌŝƚƚĞŶƌĞƋƵĞƐƚĨŽƌƉƵďůŝĐĚŽĐƵŵĞŶƚƐ͘/ĨƚŚĞŝƚLJĚŽĞƐŶŽƚĐŽŶƐŝĚĞƌƐƵĐŚŵĂƚĞƌŝĂůƚŽďĞĞdžĞŵƉƚ
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sĞŶĚŽƌŝƐƵŶƐƵƌĞŝĨŝƚƐĐŽŶĨŝĚĞŶƚŝĂůĂŶĚͬŽƌƉƌŽƉƌŝĞƚĂƌLJŵĂƚĞƌŝĂůŵĞĞƚƐĚŝƐĐůŽƐƵƌĞĞdžĞŵƉƚŝŽŶƌĞƋƵŝƌĞŵĞŶƚƐ͕ƚŚĞŶ
ŝƚƐŚŽƵůĚŶŽƚŝŶĐůƵĚĞƐƵĐŚŝŶĨŽƌŵĂƚŝŽŶŝŶŝƚƐZ&WƌĞƐƉŽŶƐĞďĞĐĂƵƐĞƐƵĐŚŝŶĨŽƌŵĂƚŝŽŶŵĂLJďĞĚŝƐĐůŽƐĞĚƚŽƚŚĞ
ƉƵďůŝĐ͘
ϭ͘ϳ<EKt>'K&ZYh/ZDEd^
dŚĞsĞŶĚŽƌƐŚĂůůĐĂƌĞĨƵůůLJƌĞǀŝĞǁĂůůĚŽĐƵŵĞŶƚƐƌĞĨĞƌĞŶĐĞĚĂŶĚŵĂĚĞĂƉĂƌƚŽĨƚŚĞƐŽůŝĐŝƚĂƚŝŽŶĚŽĐƵŵĞŶƚƚŽ
ĞŶƐƵƌĞƚŚĂƚĂůůŝŶĨŽƌŵĂƚŝŽŶƌĞƋƵŝƌĞĚƚŽƉƌŽƉĞƌůLJƌĞƐƉŽŶĚŚĂƐďĞĞŶƐƵďŵŝƚƚĞĚŽƌŵĂĚĞĂǀĂŝůĂďůĞĂŶĚĂůů
ƌĞƋƵŝƌĞŵĞŶƚƐĂƌĞƉƌŝĐĞĚŝŶƚŚĞZ&WƌĞƐƉŽŶƐĞ͘&ĂŝůƵƌĞƚŽĞdžĂŵŝŶĞĂŶLJĚŽĐƵŵĞŶƚƐ͕ĚƌĂǁŝŶŐƐ͕ƐƉĞĐŝĨŝĐĂƚŝŽŶƐ͕Žƌ
ŝŶƐƚƌƵĐƚŝŽŶƐǁŝůůďĞĂƚƚŚĞsĞŶĚŽƌ͛ƐƐŽůĞƌŝƐŬ͘
sĞŶĚŽƌƐƐŚĂůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌŬŶŽǁůĞĚŐĞŽĨĂůůŝƚĞŵƐĂŶĚĐŽŶĚŝƚŝŽŶƐĐŽŶƚĂŝŶĞĚŝŶƚŚĞŝƌZ&WƌĞƐƉŽŶƐĞƐĂŶĚŝŶ
ƚŚŝƐZ&W͕ŝŶĐůƵĚŝŶŐĂŶLJŝƚLJŝƐƐƵĞĚĐůĂƌŝĨŝĐĂƚŝŽŶƐ͕ŵŽĚŝĨŝĐĂƚŝŽŶƐ͕ĂŵĞŶĚŵĞŶƚƐ͕ŽƌĂĚĚĞŶĚĂ͘dŚĞŝƚLJǁŝůůƉƌŽǀŝĚĞ
ŶŽƚŝĐĞŽĨĂŶLJĐŚĂŶŐĞƐĂŶĚĐůĂƌŝĨŝĐĂƚŝŽŶƐƚŽƉĞƌƐƉĞĐƚŝǀĞsĞŶĚŽƌƐďLJǁĂLJŽĨĂĚĚĞŶĚĂƚŽƚŚĞŝƚLJ͛ƐǁĞďƐŝƚĞ͖
ŚŽǁĞǀĞƌ͕ŝƚŝƐƚŚĞsĞŶĚŽƌ͛ƐƌĞƐƉŽŶƐŝďŝůŝƚLJƚŽĂƐĐĞƌƚĂŝŶƚŚĂƚƚŚĞZ&WƌĞƐƉŽŶƐĞŝŶĐůƵĚĞƐĂůůĂĚĚĞŶĚĂŝƐƐƵĞĚƉƌŝŽƌ
ƚŽƚŚĞZ&WĚƵĞĚĂƚĞ͘
ϭ͘ϴZ^Zsd/KEK&Z/',d^
dŚĞŝƐƐƵĂŶĐĞŽĨƚŚŝƐZ&WĚŽĞƐŶŽƚĐŽŶƐƚŝƚƵƚĞĂŶĂŐƌĞĞŵĞŶƚďLJƚŚĞŝƚLJƚŚĂƚĂŶLJĐŽŶƚƌĂĐƚǁŝůůďĞĞŶƚĞƌĞĚďLJƚŚĞ
ŝƚLJ͘dŚĞŝƚLJĞdžƉƌĞƐƐůLJƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚĂƚĂŶLJƚŝŵĞƚŽ͗
xtĂŝǀĞŽƌĐŽƌƌĞĐƚĂŶLJĚĞĨĞĐƚŽƌŝŶĨŽƌŵĂůŝƚLJŝŶĂŶLJƌĞƐƉŽŶƐĞ͕Z&W͕ŽƌZ&WƉƌŽĐĞĚƵƌĞ͘
xZĞũĞĐƚĂŶLJŽƌĂůůZ&WƐ͘
xZĞŝƐƐƵĞĂZĞƋƵĞƐƚĨŽƌZ&WƐ͘
xWƌŝŽƌ ƚŽ ƐƵďŵŝƐƐŝŽŶ ĚĞĂĚůŝŶĞ ĨŽƌ Z&WƐ͕ ŵŽĚŝĨLJ Ăůů Žƌ ĂŶLJ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ ƐĞůĞĐƚŝŽŶ ƉƌŽĐĞĚƵƌĞƐ͕
ŝŶĐůƵĚŝŶŐĚĞĂĚůŝŶĞƐĨŽƌĂĐĐĞƉƚŝŶŐƌĞƐƉŽŶƐĞƐ͕ƚŚĞƐƉĞĐŝĨŝĐĂƚŝŽŶƐŽƌƌĞƋƵŝƌĞŵĞŶƚƐĨŽƌĂŶLJŵĂƚĞƌŝĂůƐ͕
ĞƋƵŝƉŵĞŶƚŽƌƐĞƌǀŝĐĞƐƚŽďĞƉƌŽǀŝĚĞĚƵŶĚĞƌƚŚŝƐZ&W͕ŽƌƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐĨŽƌĐŽŶƚĞŶƚƐŽƌĨŽƌŵĂƚŽĨ
ƚŚĞZ&WƐ͘
xdŚĞŝƚLJƌĞĐŽŐŶŝnjĞƐƚŚĂƚƉƌŝĐĞŝƐŽŶůLJŽŶĞŽĨƐĞǀĞƌĂůĐƌŝƚĞƌŝĂƚŽďĞƵƐĞĚŝŶũƵĚŐŝŶŐĂƉƌŽĚƵĐƚŽƌƐĞƌǀŝĐĞ͕
ĂŶĚƚŚĞŝƚLJŝƐŶŽƚůĞŐĂůůLJďŽƵŶĚƚŽĂĐĐĞƉƚƚŚĞůŽǁĞƐƚZ&WƌĞƐƉŽŶƐĞ͘
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ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϵŽĨϰϯ
xdŚĞŝƚLJƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽĐŽŶĚƵĐƚƉƌĞͲĂǁĂƌĚĚŝƐĐƵƐƐŝŽŶƐĂŶĚͬŽƌƉƌĞͲŽŶƚƌĂĐƚŶĞŐŽƚŝĂƚŝŽŶƐǁŝƚŚ
ĂŶLJŽƌĂůůƌĞƐƉŽŶƐŝǀĞĂŶĚƌĞƐƉŽŶƐŝďůĞsĞŶĚŽƌƐǁŚŽƐƵďŵŝƚZ&WƌĞƐƉŽŶƐĞƐ͘
xWƌŽĐƵƌĞĂŶLJŵĂƚĞƌŝĂůƐ͕ĞƋƵŝƉŵĞŶƚŽƌƐĞƌǀŝĐĞƐƐƉĞĐŝĨŝĞĚŝŶƚŚŝƐZ&WďLJĂŶLJŽƚŚĞƌŵĞĂŶƐ͘
xĞƚĞƌŵŝŶĞƚŚĂƚŶŽƉƌŽũĞĐƚǁŝůůďĞƉƵƌƐƵĞĚ͘
xdŚĞŝƚLJƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽŝŶƐƉĞĐƚƚŚĞsĞŶĚŽƌ͛ƐƉůĂĐĞŽĨďƵƐŝŶĞƐƐƉƌŝŽƌƚŽĂǁĂƌĚŽƌĂƚĂŶLJƚŝŵĞ
ĚƵƌŝŶŐƚŚĞĐŽŶƚƌĂĐƚƚĞƌŵŽƌĂŶLJĞdžƚĞŶƐŝŽŶƚŚĞƌĞŽĨ͕ƚŽĚĞƚĞƌŵŝŶĞƚŚĞsĞŶĚŽƌ͛ƐĐĂƉĂďŝůŝƚŝĞƐĂŶĚ
ƋƵĂůŝĨŝĐĂƚŝŽŶƐ͘
ϭ͘ϵ>/&KZE/Ζ^Wh>/ZKZ^d
dŚĞŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂĐŽŵƉůŝĞƐǁŝƚŚƚŚĞĂůŝĨŽƌŶŝĂWƵďůŝĐZĞĐŽƌĚƐĐƚ͕'ŽǀĞƌŶŵĞŶƚŽĚĞ^ĞĐƚŝŽŶ
ϲϮϱϯ͘;ĂͿWƵďůŝĐƌĞĐŽƌĚƐĂƌĞŽƉĞŶƚŽŝŶƐƉĞĐƚŝŽŶĂůǁĂLJƐĚƵƌŝŶŐƚŚĞŽĨĨŝĐĞŚŽƵƌƐŽĨƚŚĞƐƚĂƚĞŽƌůŽĐĂůĂŐĞŶĐLJĂŶĚ
ĞǀĞƌLJƉĞƌƐŽŶŚĂƐĂƌŝŐŚƚƚŽŝŶƐƉĞĐƚĂŶLJƉƵďůŝĐƌĞĐŽƌĚ͕ĞdžĐĞƉƚĂƐŚĞƌĞĂĨƚĞƌƉƌŽǀŝĚĞĚ͘ŶLJƌĞĂƐŽŶĂďůLJƐĞŐƌĞŐĂďůĞ
ƉŽƌƚŝŽŶŽĨĂƌĞĐŽƌĚƐŚĂůůďĞĂǀĂŝůĂďůĞĨŽƌŝŶƐƉĞĐƚŝŽŶďLJĂŶLJƉĞƌƐŽŶƌĞƋƵĞƐƚŝŶŐƚŚĞƌĞĐŽƌĚĂĨƚĞƌĚĞůĞƚŝŽŶŽĨƚŚĞ
ƉŽƌƚŝŽŶƐƚŚĂƚĂƌĞĞdžĞŵƉƚĞĚďLJůĂǁ͘
EĞŝƚŚĞƌ ĂŶ Z&W ŝŶ ŝƚƐ ĞŶƚŝƌĞƚLJ͕ ŶŽƌ ƉƌŽƉŽƐĞĚ ƉƌŝĐĞƐ ƐŚĂůů ďĞ ĐŽŶƐŝĚĞƌĞĚ ĐŽŶĨŝĚĞŶƚŝĂů ĂŶĚ ƉƌŽƉƌŝĞƚĂƌLJ͘
EŽƚǁŝƚŚƐƚĂŶĚŝŶŐƚŚĞĨŽƌĞŐŽŝŶŐ͕ĐŽŵƉĂŶŝĞƐĂƌĞŚĞƌĞďLJŶŽƚŝĨŝĞĚƚŚĂƚĂůůŵĂƚĞƌŝĂůƐƐƵďŵŝƚƚĞĚŝŶƌĞƐƉŽŶƐĞƚŽƚŚŝƐ
Z&WĂƌĞƐƵďũĞĐƚƚŽĂůŝĨŽƌŶŝĂΖƐWƵďůŝĐZĞĐŽƌĚƐĐƚ͘dŚĞŝƚLJΖƐƌĞĐĞŝƉƚ͕ƌĞǀŝĞǁ͕ĞǀĂůƵĂƚŝŽŶŽƌĂŶLJŽƚŚĞƌĂĐƚŽƌ
ŽŵŝƐƐŝŽŶĐŽŶĐĞƌŶŝŶŐĂŶLJƐƵĐŚŝŶĨŽƌŵĂƚŝŽŶƐŚĂůůŶŽƚĐƌĞĂƚĞĂŶĂĐĐĞƉƚĂŶĐĞďLJƚŚĞŝƚLJŽƌĂŶLJŽďůŝŐĂƚŝŽŶŽƌĚƵƚLJ
ƚŽƉƌĞǀĞŶƚƚŚĞĚŝƐĐůŽƐƵƌĞŽĨĂŶLJƐƵĐŚŝŶĨŽƌŵĂƚŝŽŶĞdžĐĞƉƚĂƐƌĞƋƵŝƌĞĚďLJ'ŽǀĞƌŶŵĞŶƚŽĚĞ^ĞĐƚŝŽŶϲϮϱϯ͘
ŽŵƉĂŶŝĞƐǁŚŽ ƐƵďŵŝƚ ŝŶĨŽƌŵĂƚŝŽŶ ƚŚĞLJ ďĞůŝĞǀĞ ƐŚŽƵůĚ ďĞ ĞdžĞŵƉƚĨƌŽŵ ĚŝƐĐůŽƐƵƌĞ ƵŶĚĞƌ ƚŚĞ WƵďůŝĐ
ZĞĐŽƌĚƐĐƚƐŚĂůůĐůĞĂƌůLJŵĂƌŬĞĂĐŚĚŽĐƵŵĞŶƚĂƐĐŽŶĨŝĚĞŶƚŝĂů͕ƉƌŽƉƌŝĞƚĂƌLJŽƌĞdžĞŵƉƚ͕ĂŶĚƐƚĂƚĞƚŚĞůĞŐĂůďĂƐŝƐ
ĨŽƌ ƚŚĞ ĞdžĞŵƉƚŝŽŶ ǁŝƚŚ ƐƵƉƉŽƌƚŝŶŐ ĐŝƚĂƚŝŽŶƐ ƚŽ ƚŚĞ ĂůŝĨŽƌŶŝĂŽĚĞ͘ WƵƌƐƵĂŶƚ ƚŽ ĂůŝĨŽƌŶŝĂ>Ăǁ͕ ŝĨ ƚŚĞ
ŝŶĨŽƌŵĂƚŝŽŶ ŝƐ ƌĞƋƵĞƐƚĞĚ ƵŶĚĞƌ ƚŚĞ WƵďůŝĐ ZĞĐŽƌĚƐ Đƚ͕ ƚŚĞ ŝƚLJ ƐŚĂůů ŵĂŬĞĂ ĨŝŶĂů ĚĞƚĞƌŵŝŶĂƚŝŽŶ ŝĨ ĂŶLJ
ĞdžĞŵƉƚŝŽŶ ĞdžŝƐƚƐ ĨŽƌ ƚŚĞ ŝƚLJ ƚŽ ĚĞŶLJ ƚŚĞ ƌĞƋƵĞƐƚ ĂŶĚ ƉƌĞǀĞŶƚ ĚŝƐĐůŽƐƵƌĞ͘ dŚĞ ŝƚLJ ǁŝůů ǁŝƚŚŚŽůĚ ƐƵĐŚ
ŝŶĨŽƌŵĂƚŝŽŶ ĨƌŽŵ ƉƵďůŝĐ ĚŝƐĐůŽƐƵƌĞ ƵŶĚĞƌ ƚŚĞ WƵďůŝĐ ZĞĐŽƌĚƐĐƚ ŽŶůLJ ŝĨ ƚŚĞ ŝƚLJ ĚĞƚĞƌŵŝŶĞƐ͕ ŝŶ ŝƚƐ ƐŽůĞ
ĚŝƐĐƌĞƚŝŽŶ͕ƚŚĂƚƚŚĞƌĞŝƐĂůĞŐĂůďĂƐŝƐƚŽĚŽƐŽ͘
Ϯ͘D/E/DhDZYh/ZDEd^
h^/E^^>/E^
dŚĞƐĞůĞĐƚĞĚsĞŶĚŽƌĂǁĂƌĚĞĚĂŽŶƚƌĂĐƚƐŚĂůůďĞƌĞƋƵŝƌĞĚƚŽŽďƚĂŝŶĂZĂŶĐŚŽƵĐĂŵŽŶŐĂƵƐŝŶĞƐƐ>ŝĐĞŶƐĞŶŽ
ůĂƚĞƌƚŚĂŶĨŝǀĞ;ϱͿďƵƐŝŶĞƐƐĚĂLJƐĨƌŽŵŶŽƚŝĨŝĐĂƚŝŽŶŽĨĂǁĂƌĚƉƌŝŽƌƚŽďĞŝŶŐŝƐƐƵĞĚĂWƵƌĐŚĂƐĞKƌĚĞƌ͘ǁĂƌĚĞĚ
sĞŶĚŽƌŵƵƐƚƉŽƐƐĞƐƐĂŶĚŵĂŝŶƚĂŝŶĂůůĂƉƉƌŽƉƌŝĂƚĞůŝĐĞŶƐĞƐͬĐĞƌƚŝĨŝĐĂƚŝŽŶƐŶĞĐĞƐƐĂƌLJŝŶƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨ
ĚƵƚŝĞƐƌĞƋƵŝƌĞĚƵŶĚĞƌƚŚŝƐZ&WĂŶĚǁŝůůƉƌŽǀŝĚĞĐŽƉŝĞƐŽĨůŝĐĞŶƐĞƐͬĐĞƌƚŝĨŝĐĂƚŝŽŶƐŝŵŵĞĚŝĂƚĞůLJƵƉŽŶƌĞƋƵĞƐƚ
ƚŚƌŽƵŐŚŽƵƚƚŚĞƚĞƌŵŽĨƚŚĞŽŶƚƌĂĐƚ͘
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Packet Pg. 376 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϭϬŽĨϰϯ
WZs/>/E't'^
tŚĞƌĞůĂďŽƌŝƐƌĞƋƵŝƌĞĚĨŽƌƉƵďůŝĐǁŽƌŬĂƐĂƉĂƌƚŽĨĂŶLJƌĞƋƵŝƌĞŵĞŶƚĐŽǀĞƌĞĚďLJƚŚŝƐZ&W͕ƉƵƌƐƵĂŶƚƚŽƚŚĞ
ƉƌŽǀŝƐŝŽŶƐŽĨƚŚĞ>ĂďŽƌŽĚĞŽĨƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂ͕sĞŶĚŽƌ;ƐͿƐŚĂůůƉĂLJŶŽůĞƐƐƚŚĂŶƚŚŽƐĞŵŝŶŝŵƵŵǁĂŐĞƐ͘
ZWZ^Edd/s^
^ŚŽƵůĚƚŚĞĂǁĂƌĚĞĚsĞŶĚŽƌƌĞƋƵŝƌĞƚŚĞƐĞƌǀŝĐĞƐŽĨĂƚŚŝƌĚͲƉĂƌƚLJƚŽĐŽŵƉůĞƚĞƚŚĞ^ĐŽƉĞŽĨ^ĞƌǀŝĐĞƐŝŶĚŝĐĂƚĞĚ
ŝŶƚŚŝƐZ&W͕ƚŚĞĂǁĂƌĚĞĚsĞŶĚŽƌǁŝůůŶŽƚĂƐƐŝŐŶ͕ƚƌĂŶƐĨĞƌ͕ĐŽŶǀĞLJŽƌŽƚŚĞƌǁŝƐĞĚŝƐƉŽƐĞŽĨƚŚĞĐŽŶƚƌĂĐƚŽƌŝƚƐ
ƌŝŐŚƚ͕ƚŝƚůĞŽƌŝŶƚĞƌĞƐƚŝŶŽƌƚŽƚŚĞƐĂŵĞ͕ŽƌĂŶLJƉĂƌƚƚŚĞƌĞŽĨ͘ŶLJĂƚƚĞŵƉƚďLJƚŚĞĂǁĂƌĚĞĚsĞŶĚŽƌƚŽƐŽĂƐƐŝŐŶ͕
ƚƌĂŶƐĨĞƌ͕ŽƌƐƵďĐŽŶƚƌĂĐƚĂŶLJƌŝŐŚƚƐ͕ĚƵƚŝĞƐ͕ŽƌŽďůŝŐĂƚŝŽŶƐĂƌŝƐŝŶŐŚĞƌĞƵŶĚĞƌƐŚĂůůďĞŶƵůů͕ǀŽŝĚĂŶĚŽĨŶŽĞĨĨĞĐƚ͘
dŚĞĂǁĂƌĚĞĚsĞŶĚŽƌƐŚĂůůďĞƐŽůĞůLJƌĞƐƉŽŶƐŝďůĞĨŽƌƚŚĞƐĂƚŝƐĨĂĐƚŽƌLJǁŽƌŬƉĞƌĨŽƌŵĂŶĐĞŽĨĂůůƉĞƌƐŽŶŶĞůĞŶŐĂŐĞĚ
ŝŶƉĞƌĨŽƌŵŝŶŐƚŚĞ^ĞƌǀŝĐĞƐŝŶĐůƵĚŝŶŐsĞŶĚŽƌƐƐƵďĐŽŶƚƌĂĐƚŽƌ͘ůů^ĞƌǀŝĐĞƐƐŚĂůůďĞƉĞƌĨŽƌŵĞĚďLJƚŚĞĂǁĂƌĚĞĚ
sĞŶĚŽƌŽƌƵŶĚĞƌƚŚĞĂǁĂƌĚĞĚsĞŶĚŽƌ͛ƐĚŝƌĞĐƚƐƵƉĞƌǀŝƐŝŽŶ͕ĂŶĚĂůůƉĞƌƐŽŶŶĞůƐŚĂůůƉŽƐƐĞƐƐƚŚĞƋƵĂůŝĨŝĐĂƚŝŽŶƐ͕
ƉĞƌŵŝƚƐ͕ĂŶĚůŝĐĞŶƐĞƐƌĞƋƵŝƌĞĚďLJƐƚĂƚĞĂŶĚůŽĐĂůůĂǁƚŽƉĞƌĨŽƌŵƐƵĐŚƐĞƌǀŝĐĞƐ͘
dŚĞĂǁĂƌĚĞĚsĞŶĚŽƌƐŚĂůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƉĂLJŵĞŶƚŽĨĂůůĞŵƉůŽLJĞĞƐ͛ĂŶĚƐƵďĐŽŶƚƌĂĐƚŽƌƐ͛ǁĂŐĞƐĂŶĚ
ďĞŶĞĨŝƚƐĂŶĚƐŚĂůůĐŽŵƉůLJǁŝƚŚĂůůƌĞƋƵŝƌĞŵĞŶƚƐƉĞƌƚĂŝŶŝŶŐƚŽĞŵƉůŽLJĞƌ͛ƐůŝĂďŝůŝƚLJ͕ǁŽƌŬĞƌƐ͛ĐŽŵƉĞŶƐĂƚŝŽŶ͕
ƵŶĞŵƉůŽLJŵĞŶƚŝŶƐƵƌĂŶĐĞ͕ĂŶĚ^ŽĐŝĂů^ĞĐƵƌŝƚLJ͘LJŝƚƐĞdžĞĐƵƚŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕sĞŶĚŽƌĐĞƌƚŝĨŝĞƐƚŚĂƚŝƚŝƐ
ĂǁĂƌĞŽĨƚŚĞƉƌŽǀŝƐŝŽŶƐŽĨ^ĞĐƚŝŽŶϯϳϬϬŽĨƚŚĞĂůŝĨŽƌŶŝĂ>ĂďŽƌŽĚĞƚŚĂƚƌĞƋƵŝƌĞĞǀĞƌLJĞŵƉůŽLJĞƌƚŽďĞŝŶƐƵƌĞĚ
ĂŐĂŝŶƐƚůŝĂďŝůŝƚLJĨŽƌtŽƌŬĞƌΖƐŽŵƉĞŶƐĂƚŝŽŶŽƌƚŽƵŶĚĞƌƚĂŬĞƐĞůĨͲŝŶƐƵƌĂŶĐĞŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƉƌŽǀŝƐŝŽŶƐŽĨ
ƚŚĂƚŽĚĞĂŶĚĂŐƌĞĞƐƚŽĐŽŵƉůLJǁŝƚŚƐƵĐŚƉƌŽǀŝƐŝŽŶƐďĞĨŽƌĞĐŽŵŵĞŶĐŝŶŐƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚĞƐĞƌǀŝĐĞƐ͘
/ŶĐĂƐĞŽĨĚĞĨĂƵůƚďLJƚŚĞsĞŶĚŽƌ͕ƚŚĞŝƚLJŵĂLJƚĂŬĞƚŚĞĨŽůůŽǁŝŶŐĂĐƚŝŽŶƐǁŚŝĐŚƐŚĂůůŝŶĐůƵĚĞďƵƚŶŽƚďĞůŝŵŝƚĞĚ
ƚŽ͖ĐĂŶĐĞůůĂƚŝŽŶŽĨĂŶLJƉƵƌĐŚĂƐĞŽƌĚĞƌ͕ƉƌŽĐƵƌĞŵĞŶƚŽĨƚŚĞĂƌƚŝĐůĞƐŽƌƐĞƌǀŝĐĞĨƌŽŵŽƚŚĞƌƐŽƵƌĐĞƐĂŶĚŵĂLJ
ĚĞĚƵĐƚĨƌŽŵƵŶƉĂŝĚďĂůĂŶĐĞĚƵĞƚŽƚŚĞsĞŶĚŽƌ͕ŽƌŵĂLJďŝůůĨŽƌĞdžĐĞƐƐĐŽƐƚƐƐŽƉĂŝĚ͕ĂŶĚƚŚĞƉƌŝĐĞƐƉĂŝĚďLJƚŚĞ
ŝƚLJƐŚĂůůďĞĐŽŶƐŝĚĞƌĞĚƚŚĞƉƌĞǀĂŝůŝŶŐŵĂƌŬĞƚƉƌŝĐĞƐƉĂŝĚĂƚƚŚĞƚŝŵĞƐƵĐŚƉƵƌĐŚĂƐĞŝƐŵĂĚĞ͕ǁŝƚŚŚŽůĚŝŶŐŽĨ
ƉĂLJŵĞŶƚƵŶƚŝůĨŝŶĂůƌĞƐŽůƵƚŝŽŶ͘ŽƐƚŽĨƚƌĂŶƐƉŽƌƚĂƚŝŽŶ͕ŚĂŶĚůŝŶŐ͕ĂŶĚͬŽƌŝŶƐƉĞĐƚŝŽŶŽŶĚĞůŝǀĞƌŝĞƐ͕ŽƌsĞŶĚŽƌƐ
ĨŽƌĚĞůŝǀĞƌLJ͕ǁŚŝĐŚĚŽŶŽƚŵĞĞƚƐƉĞĐŝĨŝĐĂƚŝŽŶƐ͕ǁŝůůďĞĨŽƌƚŚĞĂĐĐŽƵŶƚŽĨƚŚĞsĞŶĚŽƌ͘
ŝƚLJZĞƉƌĞƐĞŶƚĂƚŝǀĞ͗
&Žƌ ƚŚĞ ƉƵƌƉŽƐĞƐ ŽĨ ƚŚŝƐ ŐƌĞĞŵĞŶƚ͕ ƚŚĞ ĐŽŶƚƌĂĐƚ ĂĚŵŝŶŝƐƚƌĂƚŽƌ ĂŶĚ ŝƚLJ͛Ɛ ƌĞƉƌĞƐĞŶƚĂƚŝǀĞ ƐŚĂůů
ďĞͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ͕ŽƌƐƵĐŚŽƚŚĞƌƉĞƌƐŽŶĂƐĚĞƐŝŐŶĂƚĞĚŝŶǁƌŝƚŝŶŐďLJŝƚLJ;͞ŝƚLJ͛ƐZĞƉƌĞƐĞŶƚĂƚŝǀĞ͟Ϳ͘/ƚ
ƐŚĂůůďĞƚŚĞsĞŶĚŽƌ͛ƐƌĞƐƉŽŶƐŝďŝůŝƚLJƚŽĂƐƐƵƌĞƚŚĂƚŝƚLJ͛ƐZĞƉƌĞƐĞŶƚĂƚŝǀĞŝƐŬĞƉƚŝŶĨŽƌŵĞĚŽĨƚŚĞƉƌŽŐƌĞƐƐŽĨƚŚĞ
ƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚĞƐĞƌǀŝĐĞƐ͕ĂŶĚƚŚĞsĞŶĚŽƌƐŚĂůůƌĞĨĞƌĂŶLJĚĞĐŝƐŝŽŶƐƚŚĂƚŵƵƐƚďĞŵĂĚĞďLJŝƚLJƚŽŝƚLJ
ZĞƉƌĞƐĞŶƚĂƚŝǀĞ͘hŶůĞƐƐŽƚŚĞƌǁŝƐĞƐƉĞĐŝĨŝĞĚŚĞƌĞŝŶ͕ĂŶLJĂƉƉƌŽǀĂůŽĨŝƚLJƌĞƋƵŝƌĞĚŚĞƌĞƵŶĚĞƌƐŚĂůůŵĞĂŶƚŚĞ
ĂƉƉƌŽǀĂůŽĨƚŚĞŝƚLJZĞƉƌĞƐĞŶƚĂƚŝǀĞ͘
sĞŶĚŽƌZĞƉƌĞƐĞŶƚĂƚŝǀĞ͗
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Packet Pg. 377 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϭϭŽĨϰϯ
&Žƌ ƚŚĞ ƉƵƌƉŽƐĞƐ ŽĨ ƚŚŝƐ ŐƌĞĞŵĞŶƚ͕ ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ ŝƐ ŚĞƌĞďLJ ĚĞƐŝŐŶĂƚĞĚ ĂƐ ƚŚĞ
ƌĞƉƌĞƐĞŶƚĂƚŝǀĞŽĨƚŚĞƐƵĐĐĞƐƐĨƵůsĞŶĚŽƌĂƵƚŚŽƌŝnjĞĚƚŽĂĐƚŝŶŝƚƐďĞŚĂůĨǁŝƚŚƌĞƐƉĞĐƚƚŽƚŚĞƐĞƌǀŝĐĞƐƐƉĞĐŝĨŝĞĚ
ŚĞƌĞŝŶĂŶĚŵĂŬĞĂůůĚĞĐŝƐŝŽŶƐŝŶĐŽŶŶĞĐƚŝŽŶƚŚĞƌĞǁŝƚŚ;͞sĞŶĚŽƌ͛ƐZĞƉƌĞƐĞŶƚĂƚŝǀĞ͟Ϳ͘/ƚŝƐĞdžƉƌĞƐƐůLJƵŶĚĞƌƐƚŽŽĚ
ƚŚĂƚƚŚĞĞdžƉĞƌŝĞŶĐĞ͕ŬŶŽǁůĞĚŐĞ͕ĐĂƉĂďŝůŝƚLJĂŶĚƌĞƉƵƚĂƚŝŽŶŽĨƚŚĞsĞŶĚŽƌ͛ƐZĞƉƌĞƐĞŶƚĂƚŝǀĞǁĞƌĞĂƐƵďƐƚĂŶƚŝĂů
ŝŶĚƵĐĞŵĞŶƚĨŽƌŝƚLJƚŽĞŶƚĞƌŝŶƚŽƚŚŝƐŐƌĞĞŵĞŶƚ͘dŚĞƌĞĨŽƌĞ͕ƚŚĞsĞŶĚŽƌ͛ƐZĞƉƌĞƐĞŶƚĂƚŝǀĞƐŚĂůůďĞƌĞƐƉŽŶƐŝďůĞ
ĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌĚŝƌĞĐƚŝŶŐĂůůĂĐƚŝǀŝƚŝĞƐŽĨsĞŶĚŽƌĂŶĚĚĞǀŽƚŝŶŐĞŶŽƵŐŚƚŝŵĞƚŽƉĞƌƐŽŶĂůůLJ
ƐƵƉĞƌǀŝƐĞƚŚĞƐĞƌǀŝĐĞƐŚĞƌĞƵŶĚĞƌ͘dŚĞƐƵĐĐĞƐƐĨƵůsĞŶĚŽƌŵĂLJŶŽƚĐŚĂŶŐĞƚŚĞsĞŶĚŽƌ͛ƐZĞƉƌĞƐĞŶƚĂƚŝǀĞǁŝƚŚŽƵƚ
ƚŚĞƉƌŝŽƌǁƌŝƚƚĞŶĂƉƉƌŽǀĂůŽĨŝƚLJ͛ƐZĞƉƌĞƐĞŶƚĂƚŝǀĞ͘
DW>KzKEhd
ůůsĞŶĚŽƌƉĞƌƐŽŶŶĞůŵƵƐƚŽďƐĞƌǀĞĂůůŝƚLJƌĞŐƵůĂƚŝŽŶƐŝŶĞĨĨĞĐƚĂƚƚŚĞůŽĐĂƚŝŽŶǁŚĞƌĞƚŚĞ^ĞƌǀŝĐĞƐĂƌĞďĞŝŶŐ
ĐŽŶĚƵĐƚĞĚ͘tŚŝůĞŽŶŝƚLJƉƌŽƉĞƌƚLJ͕ƚŚĞsĞŶĚŽƌ͛ƐƉĞƌƐŽŶŶĞůƐŚĂůůďĞƐƵďũĞĐƚƚŽŽǀĞƌƐŝŐŚƚďLJŝƚLJƐƚĂĨĨ͘hŶĚĞƌ
ŶŽĐŝƌĐƵŵƐƚĂŶĐĞƐƐŚĂůůƚŚĞsĞŶĚŽƌ͛ƐŽƌsĞŶĚŽƌ͛ƐƐƵďͲĐŽŶƚƌĂĐƚŽƌƉĞƌƐŽŶŶĞůďĞĚĞĞŵĞĚĂƐĞŵƉůŽLJĞĞƐŽĨƚŚĞŝƚLJ͘
sĞŶĚŽƌŽƌsĞŶĚŽƌ͛ƐƐƵďĐŽŶƚƌĂĐƚŽƌƉĞƌƐŽŶŶĞůƐŚĂůůŶŽƚƌĞƉƌĞƐĞŶƚƚŚĞŵƐĞůǀĞƐƚŽďĞĞŵƉůŽLJĞĞƐŽĨƚŚĞŝƚLJ͘
sĞŶĚŽƌΖƐ ƉĞƌƐŽŶŶĞů ǁŝůů ĂůǁĂLJƐ ŵĂŬĞ ƚŚĞŝƌ ďĞƐƚ ĞĨĨŽƌƚƐ ƚŽ ďĞ ƌĞƐƉŽŶƐŝǀĞ͕ ƉŽůŝƚĞ͕ ĂŶĚ ĐŽŽƉĞƌĂƚŝǀĞ ǁŚĞŶ
ŝŶƚĞƌĂĐƚŝŶŐǁŝƚŚƌĞƉƌĞƐĞŶƚĂƚŝǀĞƐŽĨƚŚĞŝƚLJ͕ŽƌĂŶLJŽƚŚĞƌŝƚLJĞŵƉůŽLJĞĞƐ͘dŚĞsĞŶĚŽƌΖƐƉĞƌƐŽŶŶĞůƐŚĂůůďĞ
ƌĞƋƵŝƌĞĚƚŽǁŽƌŬŝŶĂƉůĞĂƐĂŶƚĂŶĚƉƌŽĨĞƐƐŝŽŶĂůŵĂŶŶĞƌǁŝƚŚŝƚLJĞŵƉůŽLJĞĞƐ͕ŽƵƚƐŝĚĞsĞŶĚŽƌƐĂŶĚƚŚĞƉƵďůŝĐ͘
EŽƚŚŝŶŐĐŽŶƚĂŝŶĞĚŝŶƚŚŝƐZ&WƐŚĂůůďĞĐŽŶƐƚƌƵĞĚĂƐŐƌĂŶƚŝŶŐƚŚĞsĞŶĚŽƌƚŚĞƐŽůĞƌŝŐŚƚƚŽƐƵƉƉůLJƉĞƌƐŽŶĂůŽƌ
ĐŽŶƚƌĂĐƚƵĂůƐĞƌǀŝĐĞƐƌĞƋƵŝƌĞĚďLJƚŚĞŝƚLJŽƌǁŝƚŚŽƵƚƚŚĞƉƌŽƉĞƌŝƚLJĂƉƉƌŽǀĂůĂŶĚƚŚĞŝƐƐƵĂŶĐĞŽĨĂWƵƌĐŚĂƐĞ
KƌĚĞƌ͘
ϯ͘Z&WZ^WKE^&KZDdE^hD/^^/KEZYh/ZDEd^
ŽŵƉůĞƚŝŽŶŽĨƚŚŝƐZ&WĨŽƌŵĂŶĚŝƚƐĂƐƐŽĐŝĂƚĞĚdžŚŝďŝƚƐĂƌĞĂƌĞƋƵŝƌĞŵĞŶƚ͘dŽďĞĐŽŶƐŝĚĞƌĞĚƌĞƐƉŽŶƐŝǀĞĂŶĚ
ĞǀĂůƵĂƚĞ Z&W ƌĞƐƉŽŶƐĞƐ ĨĂŝƌůLJ ĂŶĚ ĐŽŵƉůĞƚĞůLJ sĞŶĚŽƌƐ ŵƵƐƚ ĐŽŵƉůLJ ǁŝƚŚ ƚŚĞ ĨŽƌŵĂƚ ĂŶĚ ƐƵďŵŝƐƐŝŽŶ
ƌĞƋƵŝƌĞŵĞŶƚƐƐĞƚŽƵƚŝŶƚŚŝƐZ&W͕ĂŶĚƉƌŽǀŝĚĞĂůůŝŶĨŽƌŵĂƚŝŽŶƌĞƋƵĞƐƚĞĚ͘&ĂŝůƵƌĞƚŽĐŽŵƉůLJǁŝƚŚƚŚŝƐŝŶƐƚƌƵĐƚŝŽŶ
ǁŝůůĚĞĞŵƐĂŝĚZ&WƌĞƐƉŽŶƐĞĂƐŶŽŶͲƌĞƐƉŽŶƐŝǀĞĂŶĚǁŝůůŶŽƚƌĞĐĞ ŝǀĞĨƵƌƚŚĞƌĐŽŶƐŝĚĞƌĂƚŝŽŶŝŶƚŚĞĞǀĂůƵĂƚŝŽŶ
ƉƌŽĐĞƐƐ͘
/ĨŽŶůLJŽŶĞZ&WƌĞƐƉŽŶƐĞŝƐƌĞĐĞŝǀĞĚ͕ƚŚĞŝƚLJƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽĚŝƐĐĂƌĚƚŚĞƌĞƐƉŽŶƐĞ͕ƌĞͲďŝĚŽƌƉƌŽĐĞĞĚǁŝƚŚ
ĂŶZ&WƌĞǀŝĞǁĂŶĚŶĞŐŽƚŝĂƚŝŽŶƐ͘
Z&WƐƵďŵŝƚƚĂůƐĂƌĞĚƵĞŽŶƚŚĞĚƵĞĚĂƚĞĂŶĚƚŝŵĞŝŶĚŝĐĂƚĞĚŝŶƚŚĞĂďŽǀĞƐĐŚĞĚƵůĞŽĨĞǀĞŶƚƐ͘^ƵďŵŝƚƚĂůƐƐŚĂůů
ďĞƐƵďŵŝƚƚĞĚĞůĞĐƚƌŽŶŝĐĂůůLJǀŝĂWůĂŶĞƚŝĚƐ͖ŶŽƉĂƉĞƌZ&WƐǁŝůůďĞĂĐĐĞƉƚĞĚ͘Z&WƌĞƐƉŽŶƐĞƐŵƵƐƚŝŶĐůƵĚĞƚŚĞ
ĨŽůůŽǁŝŶŐŝŶĨŽƌŵĂƚŝŽŶĂŶĚŝŶƚŚĞĞdžĂĐƚŽƌĚĞƌĂŶĚĨŽƌŵĂƚĂƐƐŚŽǁŶ͘
KsZ>ddZͬ/EdZKhd/KE
9.c
Packet Pg. 378 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϭϮŽĨϰϯ
Z&WƌĞƐƉŽŶƐĞƐŵƵƐƚŝŶĐůƵĚĞƚŚĞĐŽŵƉůĞƚĞŶĂŵĞĂŶĚĂĚĚƌĞƐƐŽĨsĞŶĚŽƌĂŶĚƚŚĞŶĂŵĞ͕ŵĂŝůŝŶŐĂĚĚƌĞƐƐ͕ĂŶĚ
ƚĞůĞƉŚŽŶĞ ŶƵŵďĞƌ ŽĨ ƚŚĞ ĐŽŶƚĂĐƚ ƉĞƌƐŽŶ ƌĞŐĂƌĚŝŶŐ ƚŚĞ Z&W ƌĞƐƉŽŶƐĞ͘ƐŝŐŶĂƚƵƌĞďLJĂŶĂƵƚŚŽƌŝnjĞĚ
ƌĞƉƌĞƐĞŶƚĂƚŝǀĞŵƵƐƚďĞŝŶĐůƵĚĞĚŽŶĞĂĐŚZ&WƌĞƐƉŽŶƐĞ͘^ĂŝĚƐŝŐŶĂƚƵƌĞǁŝůůďĞĐŽŶƐŝĚĞƌĞĚĐŽŶĨŝƌŵĂƚŝŽŶŽĨƚŚĞ
sĞŶĚŽƌƐĂďŝůŝƚLJĂŶĚǁŝůůŝŶŐŶĞƐƐƚŽĐŽŵƉůLJǁŝƚŚĂůůƉƌŽǀŝƐŝŽŶƐƐƚĂƚĞĚŚĞƌĞŝŶ͘
d>K&KEdEd^
dŚĞdĂďůĞŽĨŽŶƚĞŶƚƐŵƵƐƚďĞĂĐŽŵƉƌĞŚĞŶƐŝǀĞůŝƐƚŝŶŐŽĨƚŚĞĐŽŶƚĞŶƚƐŝŶĐůƵĚĞĚŝŶLJŽƵƌZ&WƌĞƐƉŽŶƐĞ͘dŚŝƐ
ƐĞĐƚŝŽŶŵƵƐƚŝŶĐůƵĚĞĂĐůĞĂƌĚĞĨŝŶŝƚŝŽŶŽĨƚŚĞŵĂƚĞƌŝĂů͕ĞdžŚŝďŝƚƐĂŶĚƐƵƉƉůĞŵĞŶƚĂůŝŶĨŽƌŵĂƚŝŽŶŝĚĞŶƚŝĨŝĞĚďLJ
ƐĞƋƵĞŶƚŝĂůƉĂŐĞ ŶƵŵďĞƌƐ ĂŶĚ ďLJƐĞĐƚŝŽŶ ƌĞĨĞƌĞŶĐĞ ŶƵŵďĞƌƐ͘ ĂĐŚ ƐĞĐƚŝŽŶ ŽĨ ƚŚĞ Z&W ƌĞƐƉŽŶƐĞ ǁŝůů ďĞ
ƐĞƉĂƌĂƚĞĚďLJĂƚŝƚůĞƉĂŐĞĂƚƚŚĞďĞŐŝŶŶŝŶŐŽĨĞĂĐŚƐĞĐƚŝŽŶ͘
yhd/s^hDDZz
dŚĞdžĞĐƵƚŝǀĞ^ƵŵŵĂƌLJƐŚĂůůĐŽŶĚĞŶƐĞĂŶĚŚŝŐŚůŝŐŚƚƚŚĞĐŽŶƚĞŶƚƐŽĨƚŚĞsĞŶĚŽƌ͛ƐZ&WƌĞƐƉŽŶƐĞƚŽƉƌŽǀŝĚĞƚŚĞ
ǀĂůƵĂƚŝŽŶŽŵŵŝƚƚĞĞǁŝƚŚĂďƌŽĂĚƵŶĚĞƌƐƚĂŶĚŝŶŐŽĨƚŚĞsĞŶĚŽƌ͛ƐĂƉƉƌŽĂĐŚ͕WƌŽƉŽƐĂů͕ĞdžƉĞƌŝĞŶĐĞĂŶĚƐƚĂĨĨŝŶŐ͘
yWZ/E
dŚĞsĞŶĚŽƌƐŚĂůůƉƌŽǀŝĚĞĂĐŽŶĐŝƐĞƐƚĂƚĞŵĞŶƚĚĞŵŽŶƐƚƌĂƚŝŶŐƚŚĞsĞŶĚŽƌ͛ƐWƌŽƉŽƐĂů͕ĞdžƉĞƌŝĞŶĐĞ͕ĞdžƉĞƌƚŝƐĞĂŶĚ
ĐĂƉĂďŝůŝƚLJƚŽƉĞƌĨŽƌŵƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚŝƐZ&W͘WƌŽǀŝĚĞĂďƌŝĞĨŚŝƐƚŽƌLJŽĨLJŽƵƌĐŽŵƉĂŶLJ͕ŝŶĐůƵĚŝŶŐ͖
xdŚĞŶƵŵďĞƌŽĨLJĞĂƌƐŝŶďƵƐŝŶĞƐƐ͕
xdŚĞĨŝƌŵƐƐĞƌǀŝĐĞĐŽŵŵŝƚŵĞŶƚƚŽĐƵƐƚŽŵĞƌƐ͕
x/ĨƚŚĞĨŝƌŵŝƐŝŶǀŽůǀĞĚŝŶĂŶLJƉĞŶĚŝŶŐůŝƚŝŐĂƚŝŽŶƚŚĂƚŵĂLJĂĨĨĞĐƚŝƚƐĂďŝůŝƚLJƚŽƉƌŽǀŝĚĞŝƚƐ
ƉƌŽƉŽƐĞĚƐŽůƵƚŝŽŶŽƌŽŶŐŽŝŶŐŵĂŝŶƚĞŶĂŶĐĞŽƌƐƵƉƉŽƌƚŽĨŝƚƐƉƌŽĚƵĐƚƐĂŶĚƐĞƌǀŝĐĞƐ͘
x^ƚĂƚĞǁŚĞƚŚĞƌLJŽƵƌĨŝƌŵŝƐĂŶŝŶĚŝǀŝĚƵĂůƉƌŽƉƌŝĞƚŽƌƐŚŝƉ͕ƉĂƌƚŶĞƌƐŚŝƉ͕ĐŽƌƉŽƌĂƚŝŽŶ͕ŽƌƉƌŝǀĂƚĞ
ŶŽŶƉƌŽĨŝƚĨŝƌŵ͕ĂŶĚƚŚĞĚĂƚĞLJŽƵƌĐŽŵƉĂŶLJǁĂƐĨŽƌŵĞĚŽƌŝŶĐŽƌƉŽƌĂƚĞĚ͘
d,/ZͲWZdzͬ^hKEdZdKZ^
/ĨƚŚĞsĞŶĚŽƌŝŶƚĞŶĚƐƚŽƐƵďĐŽŶƚƌĂĐƚ͕ĂĚĞƚĂŝůĞĚůŝƐƚŽĨĂŶLJƐƵďͲĐŽŶƚƌĂĐƚŽƌƐ͕ƉĂƌƚŶĞƌƐ͕ŽƌƚŚŝƌĚͲƉĂƌƚLJsĞŶĚŽƌƐ
ǁŚŽǁŝůůďĞŝŶǀŽůǀĞĚŝŶƚŚĞŝŵƉůĞŵĞŶƚĂƚŝŽŶŽĨƚŚĞƉƌŽƉŽƐĞĚƐĞƌǀŝĐĞƐŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽ͗
xĞƐĐƌŝƉƚŝŽŶŽĨƚŚĞsĞŶĚŽƌ͛ƐĞdžƉĞƌŝĞŶĐĞǁŝƚŚĞĂĐŚŽĨƚŚĞƉƌŽƉŽƐĞĚƐƵďĐŽŶƚƌĂĐƚŽƌƐ͕
xdŚƌĞĞ ;ϯͿ ĐƵƐƚŽŵĞƌ ƌĞĨĞƌĞŶĐĞƐ ĨŽƌ ĞĂĐŚ ƐƵďĐŽŶƚƌĂĐƚŽƌ ƚŽ ŝŶĐůƵĚĞ ƌĞĨĞƌĞŶĐĞƐ ŶĂŵĞƐ͕
ĂĚĚƌĞƐƐĞƐ͕ĂŶĚƚĞůĞƉŚŽŶĞŶƵŵďĞƌƐ͕ĨŽƌƉƌŽĚƵĐƚƐĂŶĚƐĞƌǀŝĐĞƐůŝŬĞƚŚŽƐĞĚĞƐĐƌŝďĞĚŝŶƚŚŝƐ
Z&W͕
xĞƐĐƌŝďĞƚŚĞƐƉĞĐŝĨŝĐƌŽůĞŽĨĞĂĐŚ͘
^d&&/K'ZW,/^
9.c
Packet Pg. 379 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϭϯŽĨϰϯ
^ƵďŵŝƚƚŚĞƌĞƐƵŵĞƐŽĨƚŚĞŝŶĚŝǀŝĚƵĂůƐǁŚŽǁŝůůďĞƉĞƌĨŽƌŵŝŶŐƚŚĞƐĞƌǀŝĐĞƐĨŽƌƚŚĞŝƚLJ͘ZĞƐƵŵĞƐƐŚĂůůďĞ
ĨŽƌŵĂƚƚĞĚŝŶƚŚĞĨŽůůŽǁŝŶŐŽƌĚĞƌ͗
xWŽƐŝƚŝŽŶǁŝƚŚƚŚĞŽŵƉĂŶLJ͕
x>ĞŶŐƚŚŽĨƚŝŵĞǁŝƚŚƚŚĞŽŵƉĂŶLJ͕
x>ŝĐĞŶƐĞƐ͕ƌĞŐŝƐƚƌĂƚŝŽŶƐĂŶĚĐĞƌƚŝĨŝĐĂƚŝŽŶƐĂƐƌĞƋƵŝƌĞĚďLJůĂǁƚŽƉĞƌĨŽƌŵƚŚĞ^ĐŽƉĞŽĨtŽƌŬ
ĚĞƐĐƌŝďĞĚŚĞƌĞŝŶ͕
xĚƵĐĂƚŝŽŶĂůďĂĐŬŐƌŽƵŶĚ͕
xZŽůĞŝŶƚŚĞWƌŽũĞĐƚ͕
xdžƉĞƌŝĞŶĐĞǁŝƚŚƚŚĞŵŝŶŝŵƵŵƌĞƋƵŝƌĞŵĞŶƚƐƐƚĂƚĞĚŚĞƌĞŝŶ͕
xtŽƌŬŚŝƐƚŽƌLJŽŶƐŝŵŝůĂƌŽƌůŝŬĞƉƌŽũĞĐƚƐǁŝƚŚƚŚĞŽƚŚĞƌŵƵŶŝĐŝƉĂůŝƚŝĞƐ͘
WZKWK^>Z^WKE^
hŶĚĞƌƚŚŝƐƐĞĐƚŝŽŶsĞŶĚŽƌƐƐŚĂůůƉƌŽǀŝĚĞĂĨƵůů͕ĚĞƚĂŝůĞĚƌĞƐƉŽŶƐĞƚŽƚŚĞŝƚLJ͛Ɛ^ĐŽƉĞŽĨ^ĞƌǀŝĐĞƐůŝƐƚĞĚŚĞƌĞŝŶ͘
sĞŶĚŽƌƐƐŚŽƵůĚďĞĂƐƚŚŽƌŽƵŐŚĂƐƉŽƐƐŝďůĞŝŶƚŚĞŝƌƌĞƐƉŽŶƐĞĂƐŝƚŵĂLJďĞƚŚĞŽŶůLJŽƉƉŽƌƚƵŶŝƚLJƚŽĐŽŶǀĞLJ
ŝŶĨŽƌŵĂƚŝŽŶƌĞŐĂƌĚŝŶŐLJŽƵƌďƵƐŝŶĞƐƐ͕ĂďŝůŝƚLJĂŶĚƋƵĂůŝĨŝĐĂƚŝŽŶƐƚŽĐŽŵƉůĞƚĞƚŚĞƐĞƌǀŝĐĞƐŶĞĞĚĞĚ͘
EKEͲ/^>K^hZKE&>/dK&/EdZ^d
^ƉĞĐŝĨLJĂŶLJƉŽƐƐŝďůĞĐŽŶĨůŝĐƚƐŽĨŝŶƚĞƌĞƐƚǁŝƚŚLJŽƵƌĐƵƌƌĞŶƚĐůŝĞŶƚƐŽƌƐƚĂĨĨŵĞŵďĞƌƐĂŶĚƚŚĞŝƚLJ͘ƐŝŐŶĞĚ
͞džŚŝďŝƚ͕ŽŶĨůŝĐƚŽĨ/ŶƚĞƌĞƐƚĂŶĚEŽŶͲŝƐĐůŽƐƵƌĞŐƌĞĞŵĞŶƚ͟ŝŶĐůƵĚĞĚŚĞƌĞŝŶŵƵƐƚďĞƐƵďŵŝƚƚĞĚƵŶĚĞƌƚŚŝƐ
ƐĞĐƚŝŽŶ͘
WZK&^^/KE>^Zs/'ZDEd
/ŶĂĚĚŝƚŝŽŶƚŽƚŚĞĂĐĐĞƉƚĂŶĐĞŽĨƚŚĞŝƚLJ͛ƐdĞƌŵƐĂŶĚŽŶĚŝƚŝŽŶƐ͕ƚŚĞƐƵĐĐĞƐƐĨƵůsĞŶĚŽƌǁŝůůďĞƌĞƋƵŝƌĞĚƚŽ
ĞŶƚĞƌŝŶƚŽĂWƌŽĨĞƐƐŝŽŶĂů^ĞƌǀŝĐĞƐŐƌĞĞŵĞŶƚ;͞W^͟ͿǁŝƚŚƚŚĞŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ͕Ă͞^ĂŵƉůĞ͟ŽĨǁŚŝĐŚ
ŝƐĂƚƚĂĐŚĞĚŝŶƚŚĞŝƚLJ͛ƐďŝĚƐLJƐƚĞŵĨŽƌƌĞǀŝĞǁ͘ůůƌĞƋƵŝƌĞŵĞŶƚƐŽĨƐĂŝĚW^ŵƵƐƚďĞĐŽŵƉůĞƚĞĚďLJƚŚĞ
ƐƵĐĐĞƐƐĨƵůsĞŶĚŽƌĂŶĚƐŝŐŶĞĚďLJďŽƚŚĂƉƉůŝĐĂďůĞƉĂƌƚŝĞƐƉƌŝŽƌƚŽĂŶLJƐĞƌǀŝĐĞƐďĞŝŶŐƌĞŶĚĞƌĞĚ͘dŚŝƐZ&WƐĞƚƐ
ĨŽƌƚŚƐŽŵĞŽĨƚŚĞŐĞŶĞƌĂůƉƌŽǀŝƐŝŽŶƐǁŚŝĐŚŵĂLJďĞŝŶĐůƵĚĞĚŝŶƚŚĞĨŝŶĂůW^͘/ŶƐƵďŵŝƚƚŝŶŐĂƌĞƐƉŽŶƐĞƚŽƚŚŝƐ
Z&W͕ sĞŶĚŽƌ ǁŝůů ďĞ ĚĞĞŵĞĚ ƚŽ ŚĂǀĞ ĂŐƌĞĞĚ ƚŽ ĞĂĐŚ ĐůĂƵƐĞ ƵŶůĞƐƐ ŽƚŚĞƌǁŝƐĞ ŝŶĚŝĐĂƚĞĚ ŝŶ͞džŚŝďŝƚ ͕
WƌŽĨĞƐƐŝŽŶĂů^ĞƌǀŝĐĞƐŐƌĞĞŵĞŶƚdžĐĞƉƚŝŽŶƐ^ƵŵŵĂƌLJ͟ĂŶĚƚŚĞŝƚLJĂŐƌĞĞƐƚŽĞŝƚŚĞƌĂĐĐĞƉƚƚŚĞŽďũĞĐƚŝŽŶŽƌ
ĚĞǀŝĂƚŝŽŶŽƌĐŚĂŶŐĞƚŚĞW^ůĂŶŐƵĂŐĞŝŶǁƌŝƚŝŶŐ͘&ĂŝůƵƌĞƚŽƌĂŝƐĞĂŶLJŽďũĞĐƚŝŽŶƐĂƚƚŚĞƚŝŵĞŽĨƚŚŝƐZ&WƌĞƐƉŽŶƐĞ
ƐƵďŵŝƚƚĂůǁŝůůƌĞƐƵůƚŝŶĂǁĂŝǀĞƌŽĨŽďũĞĐƚŝŽŶƚŽĂŶLJŽĨƚŚĞĐŽŶƚƌĂĐƚƵĂůůĂŶŐƵĂŐĞŝŶƚŚĞW^ĂƚĂŶLJŽƚŚĞƌƚŝŵĞ͘
dŚĞƐŝŐŶĞĚdžĐĞƉƚŝŽŶ^ƵŵŵĂƌLJƐŚĂůůďĞŝŶĐůƵĚĞĚƵŶĚĞƌƚŚŝƐƐĞĐƚŝŽŶŽĨƚŚĞZ&WƌĞƐƉŽŶƐĞ͘
<EKt>'DEdK&/E^hZE
sĞŶĚŽƌƐŵƵƐƚŵĞĞƚĂůůŝŶƐƵƌĂŶĐĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐŽƵƚůŝŶĞĚŝŶƚŚĞWƌŽĨĞƐƐŝŽŶĂů^ĞƌǀŝĐĞƐŐƌĞĞŵĞŶƚ͘ďŝůŝƚLJƚŽ
ĐŽŵƉůLJǁŝƚŚƐĂŝĚƌĞƋƵŝƌĞŵĞŶƚƐŵƵƐƚďĞŝŶĚŝĐĂƚĞĚǁŝƚŚƐŝŐŶĂƚƵƌĞŽĨ͞džŚŝďŝƚ͕ĐŬŶŽǁůĞĚŐĞŵĞŶƚŽĨ/ŶƐƵƌĂŶĐĞ
ZĞƋƵŝƌĞŵĞŶƚƐĂŶĚĞƌƚŝĨŝĐĂƚŝŽŶŽĨďŝůŝƚLJƚŽWƌŽǀŝĚĞĂŶĚDĂŝŶƚĂŝŶŽǀĞƌĂŐĞƐ^ƉĞĐŝĨŝĞĚ͕͟ǁŚŝĐŚŵƵƐƚďĞ
9.c
Packet Pg. 380 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϭϰŽĨϰϯ
ƐƵďŵŝƚƚĞĚǁŝƚŚƚŚĞŝĚƵŶĚĞƌƚŚĞ/ŶƐƵƌĂŶĐĞƚĂď͘dŚĞĂǁĂƌĚĞĚsĞŶĚŽƌǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƉƌŽǀŝĚŝŶŐƚŚĞ
ƌĞƋƵŝƌĞĚĞƌƚŝĨŝĐĂƚĞƐŽĨ/ŶƐƵƌĂŶĐĞĂŶĚŵƵƐƚďĞƚŚĞEĂŵĞĚ/ŶƐƵƌĞĚŽŶƚŚĞĞƌƚŝĨŝĐĂƚĞƐ͘ĞƌƚŝĨŝĐĂƚĞƐŽĨ/ŶƐƵƌĂŶĐĞ
ĨƌŽŵĂŶLJŽƚŚĞƌĞŶƚŝƚLJŽƚŚĞƌƚŚĂŶƚŚĞĂǁĂƌĚĞĚsĞŶĚŽƌ͕ǁŝůůŶŽƚďĞĂĐĐĞƉƚĞĚ͘
EhD<EKt>'DEd
dŚĞsĞŶĚŽƌƐŚĂůůŚĞƌĞďLJĂĐŬŶŽǁůĞĚŐĞƚŚĞLJŚĂǀĞƌĞĐĞŝǀĞĚĂůůƉŽƐƚĞĚĚĚĞŶĚƵŵƐ͕ŝĨĂŶLJ͘/ƚŝƐƚŚĞsĞŶĚŽƌ͛Ɛ
ƌĞƐƉŽŶƐŝďŝůŝƚLJƚŽůŽŐŝŶƚŽƚŚĞŝĚ^LJƐƚĞŵƚŽŝĚĞŶƚŝĨLJĂŶĚĚŽǁŶůŽĂĚƚŚĞŶƵŵďĞƌŽĨĂĚĚĞŶĚĂƚŚĂƚŚĂǀĞďĞĞŶ
ƉŽƐƚĞĚ͘ĚĚĞŶĚĂŝƐƐƵĞĚŝŶĐŽƌƌĞƐƉŽŶĚĞŶĐĞƚŽƚŚŝƐZ&WƐŚĂůůďĞĐŽŶƐŝĚĞƌĞĚĂƉĂƌƚŽĨƚŚŝƐZ&WĂŶĚƐŚĂůůďĞĐŽŵĞ
ƉĂƌƚŽĨĂŶLJĨŝŶĂůŽŶƚƌĂĐƚƚŚĂƚŵĂLJďĞĚĞƌŝǀĞĚĨƌŽŵƚŚŝƐZ&W͘sĞŶĚŽƌƐŵƵƐƚŝŶĚŝĐĂƚĞƚŚĞŝƌĂĐŬŶŽǁůĞĚŐĞŵĞŶƚŽĨ
ĂŶLJĚĚĞŶĚƵŵƐďLJǁĂLJŽĨƐŝŐŶĂƚƵƌĞŽŶ͞džŚŝďŝƚ͕ĚĚĞŶĚƵŵĐŬŶŽǁůĞĚŐĞŵĞŶƚ͟ĂŶĚŵƵƐƚďĞŝŶĐůƵĚĞĚ
ƵŶĚĞƌƚŚŝƐƐĞĐƚŝŽŶŽĨƚŚĞZ&WƌĞƐƉŽŶƐĞ͘
ϯ͘ϭϮZDEdE^h^WE^/KE
sĞŶĚŽƌƐŵƵƐƚǀĞƌŝĨLJďLJǁĂLJŽĨƐŝŐŶĂƚƵƌĞƚŽ͞džŚŝďŝƚ͕sĞŶĚŽƌĞƌƚŝĨŝĐĂƚŝŽŶ&Žƌŵ͟ƚŚĂƚďŝĚĚŝŶŐsĞŶĚŽƌƐŵƵƐƚ
ŶŽƚďĞůŝƐƚĞĚŽŶƚŚĞŐŽǀĞƌŶŵĞŶƚǁŝĚĞĞdžĐůƵƐŝŽŶƐŝŶƚŚĞ^LJƐƚĞŵĨŽƌǁĂƌĚDĂŶĂŐĞŵĞŶƚ;^DͿ͕ŝŶĂĐĐŽƌĚĂŶĐĞ
ǁŝƚŚƚŚĞŐƵŝĚĞůŝŶĞƐƵŶĚĞƌϮ&ZϮϬϬƚŚĂƚŝŵƉůĞŵĞŶƚdžĞĐƵƚŝǀĞKƌĚĞƌƐϭϮϱϰϵ;ϯ&ZƉĂƌƚϭϵϴϲŽŵƉ͕͘Ɖ͘ϭϴϵͿ
ĂŶĚϭϮϲϴϵ;ϯ&ZƉĂƌƚϭϵϴϵŽŵƉ͕͘Ɖ͘ϮϯϱͿ͕ĂŶĚƚŚĂƚŶĞŝƚŚĞƌsĞŶĚŽƌŶŽƌĂŶLJŽĨŝƚƐƉƌŽƉŽƐĞĚƐƵďĐŽŶƚƌĂĐƚŽƌƐ
ĂƌĞƚĂdžĚĞůŝŶƋƵĞŶƚǁŝƚŚƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂ͘dŚĞƐŝŐŶĞĚĞdžŚŝďŝƚŵƵƐƚďĞŝŶĐůƵĚĞĚƵŶĚĞƌƚŚŝƐƐĞĐƚŝŽŶŽĨƚŚĞ
Z&WƌĞƐƉŽŶƐĞ͘
ϯ͘ϭϯWZd//Wd/KE>h^
sĞŶĚŽƌƐƐŚĂůůƉƌŽǀŝĚĞĂĐŽŵƉůĞƚĞĚ͞džŚŝďŝƚ&͕WĂƌƚŝĐŝƉĂƚŝŽŶůĂƵƐĞ͕͟ŵƵƐƚďĞŝŶĐůƵĚĞĚǁŝƚŚƚŚĞsĞŶĚŽƌƐZ&W
ƌĞƐƉŽŶƐĞ͘dŚŝƐǁŝůůŝŶĚŝĐĂƚĞĂsĞŶĚŽƌƐĂŐƌĞĞŵĞŶƚƚŽŽƌŶŽƚƚŽĂůůŽǁŽƚŚĞƌĞŶƚŝƚŝĞƐƚŽƵƚŝůŝnjĞƚŚĞZ&WƌĞƐƉŽŶƐĞ
ĂŶĚĂǁĂƌĚĞĚĐŽŶƚƌĂĐƚĂƐĂƉŝŐŐLJďĂĐŬŽƉƚŝŽŶ͘
ϯ͘ϭϰ^/'EdhZK&hd,KZ/dz
͞džŚŝďŝƚ'͕͟^ŝŐŶĂƚƵƌĞŽĨƵƚŚŽƌŝƚLJŵƵƐƚďĞŝŶĐůƵĚĞĚǁŝƚŚƚŚĞsĞŶĚŽƌZ&WƌĞƐƉŽŶƐĞ͘hŶƐŝŐŶĞĚZ&WƌĞƐƉŽŶƐĞƐ
ǁŝůů ŶŽƚ ďĞ ĂĐĐĞƉƚĞĚ͘ dŚĞ ^ŝŐŶĂƚƵƌĞ ŽĨ ƵƚŚŽƌŝƚLJ ĚĞĐůĂƌĞƐ ƚŚĂƚ ƚŚĞ sĞŶĚŽƌ ŚĂƐ ĐĂƌĞĨƵůůLJ ĞdžĂŵŝŶĞĚ ƚŚĞ
ŝŶƐƚƌƵĐƚŝŽŶŝŶĚŝĐĂƚĞĚŚĞƌĞŝŶŝŶĐůƵĚŝŶŐĂůůƚĞƌŵƐĂŶĚĐŽŶĚŝƚŝŽŶĂŶĚƐƉĞĐŝĨŝĐĂƚŝŽŶƐ͕ĂŶĚŚĞƌĞďLJƉƌŽƉŽƐĞƐĂŶĚ
ĂŐƌĞĞƐ͕ŝĨƚŚĞsĞŶĚŽƌƐZ&WƌĞƐƉŽŶƐĞŝƐĂĐĐĞƉƚĞĚ͕sĞŶĚŽƌĂŐƌĞĞƐƚŽĨƵƌŶŝƐŚĂůůŵĂƚĞƌŝĂůŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞ
ŝŶƐƚƌƵĐƚŝŽŶĂŶĚƐƉĞĐŝĨŝĐĂƚŝŽŶƐŝŶƚŚĞƚŝŵĞĂŶĚŵĂŶŶĞƌƉƌĞƐĐƌŝďĞĚĨŽƌƚŚĞƵŶŝƚĐŽƐƚĂŵŽƵŶƚƐƐĞƚĨŽƌƚŚŝŶƚŚĞ
sĞŶĚŽƌƐZ&WƌĞƐƉŽŶƐĞ͘
ϯ͘ϭϱKDWEzZ&ZE^
WƌŽǀŝĚĞĂŵŝŶŝŵƵŵŽĨĨŽƵƌ;ϰͿƌĞĨĞƌĞŶĐĞƐ͕ƉƌĞĨĞƌĂďůLJǁŝƚŚŽƚŚĞƌŵƵŶŝĐŝƉĂůŝƚŝĞƐŝŶǁŚŝĐŚƐŝŵŝůĂƌƐĞƌǀŝĐĞƐĂƌĞ
ďĞŝŶŐƉĞƌĨŽƌŵĞĚ͘ZĞĨĞƌĞŶĐĞƐŵƵƐƚďĞĨŽƌǁŽƌŬƉĞƌĨŽƌŵĞĚŽƌĐŽŵƉůĞƚĞĚǁŝƚŚŝŶƚŚĞƉĂƐƚƚŚƌĞĞ;ϯͿLJĞĂƌƐ͘
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Packet Pg. 381 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϭϱŽĨϰϯ
͞džŚŝďŝƚ,͕ZĞĨĞƌĞŶĐĞtŽƌŬƐŚĞĞƚ͕͟ŵƵƐƚďĞĐŽŵƉůĞƚĞĂŶĚƵƉůŽĂĚĞĚŝŶƚŽƚŚĞWůĂŶĞƚŝĚƐLJƐƚĞŵƵŶĚĞƌƚŚĞ
͞ZĞƐƉŽŶƐĞdLJƉĞ͟ƐĞĐƚŝŽŶŝĚĞŶƚŝĨŝĞĚĂƐ͞džŚŝďŝƚ,͘͟tŚŝůĞƚŚĞZĞĨĞƌĞŶĐĞtŽƌŬƐŚĞĞƚĂĐĐŽŵƉĂŶŝĞƐLJŽƵƌZ&W
ƌĞƐƉŽŶƐĞŝƚŝƐŶŽƚƚŽďĞĚŝƐĐƵƐƐĞĚŝŶĂŶLJŽƚŚĞƌĂƌĞĂŽĨƚŚĞZ&WƌĞƐƉŽŶƐĞŽƚŚĞƌƚŚĂŶƚŚĞ͞ZĞƐƉŽŶƐĞdLJƉĞ͟ƐĞĐƚŝŽŶ
ŝŶWůĂŶĞƚŝĚƐ͘
ϯ͘ϭϲ>/E/dDWZ//E'
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dŚŝƐƉƌŝĐŝŶŐŝƐŶŽƚĂŶĞƐƚŝŵĂƚĞĂŶĚŝƐĨŝƌŵĨŝdžĞĚƉƌŝĐĞĨŽƌĞĂĐŚŝƚĞŵůŝƐƚĞĚ͘sĞŶĚŽƌƐƉƌŝĐŝŶŐƋƵŽƚĞƐŽƵƚƐŝĚĞŽĨƚŚĞ
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ŝƌĞĐƚŽƌĐŽŶĨŝƌŵŝŶŐĐĞƌƚŝĨŝĐĂƚŝŽŶĂŶĚLJĞĂƌůLJƚƌĂŝŶŝŶŐ͘
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/ĨĂĐŽŶƚƌĂĐƚŝƐĂǁĂƌĚĞĚ͕ƚŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůĨƵƌŶŝƐŚĂŐŽŽĚĂŶĚƐƵĨĨŝĐŝĞŶƚƐƵƌĞƚLJďŽŶĚŝƐƐƵĞĚďLJĂƐƵƌĞƚLJ
ĐŽŵƉĂŶLJĂƵƚŚŽƌŝnjĞĚƚŽĚŽďƵƐŝŶĞƐƐŝŶƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂŝŶƚŚĞƐƵŵĞƋƵĂůƚŽϭϬϬйŽĨƚŚĞƚŽƚĂůĂǁĂƌĚ͕
ĐŽŶĚŝƚŝŽŶĞĚĨŽƌƚŚĞ&ĂŝƚŚĨƵůWĞƌĨŽƌŵĂŶĐĞďLJƚŚĞŽŶƚƌĂĐƚŽƌŽĨĂůůĐŽǀĞŶĂŶƚƐ͕ƐƚŝƉƵůĂƚŝŽŶƐĂŶLJĂŐƌĞĞŵĞŶƚƐ
9.c
Packet Pg. 383 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϭϳŽĨϰϯ
ĐŽŶƚĂŝŶĞĚŝŶƐĂŝĚĐŽŶƚƌĂĐƚ͖ŝŶĂĚĚŝƚŝŽŶ͕ƚŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůĨƵƌŶŝƐŚĂ>ĂďŽƌĂŶĚDĂƚĞƌŝĂůƐŽŶĚŝŶĂƐƵŵĞƋƵĂů
ƚŽϭϬϬйŽĨƚŚĞĐŽŶƚƌĂĐƚƉƌŝĐĞ͕ĂƐƌĞƋƵŝƌĞĚďLJƚŚĞƉƌŽǀŝƐŝŽŶƐŽĨ^ĞĐƚŝŽŶϵϱϱϰŽĨƚŚĞĂůŝĨŽƌŶŝĂŝǀŝůŽĚĞ͘
^hWZs/^/KEΘ^d&&
dŚĞĐŽŶƚƌĂĐƚŽƌƐŚĂůůĂƐƐŝŐŶĂƐƵƉĞƌǀŝƐŽƌƚŽďĞŽŶƐŝƚĞĞĂĐŚǁŽƌŬŝŶŐĚĂLJ͕ǁŽƌŬŝŶŐƌĞŐƵůĂƌǁŽƌŬŝŶŐŚŽƵƌƐ͕ĨŽƌƚŚĞ
ĚƵƌĂƚŝŽŶ ŽĨ ƚŚŝƐ ĐŽŶƚƌĂĐƚ͘ dŚĞ ĐŽŶƚƌĂĐƚŽƌ ĂŶĚ ŚŝƐ ƐƚĂĨĨ ƐŚĂůůŚĂǀĞ ƐŬŝůůƐ͕ ĞdžƉĞƌƚŝƐĞ͕ ĂŶĚ ĞdžƉĞƌŝĞŶĐĞ ŝŶ
ĂƌďŽƌŝĐƵůƚƵƌĞ͖ŝŶĐůƵĚŝŶŐƉĞƐƚĐŽŶƚƌŽů͕ƐŽŝůƐ͕ĨĞƌƚŝůŝnjĞƌƐĂŶĚƉůĂŶƚŝĚĞŶƚŝĨŝĐĂƚŝŽŶ͘dŚĞƐƵƉĞƌǀŝƐŽƌŵƵƐƚďĞĨůƵĞŶƚŝŶ
ƚŚĞŶŐůŝƐŚůĂŶŐƵĂŐĞ͘dŚĞƐƵƉĞƌǀŝƐŽƌƐŚĂůůďĞƚŚŽƌŽƵŐŚůLJŬŶŽǁůĞĚŐĞĂďůĞŽĨƚŚĞ'ĞŶĞƌĂůĂŶĚ^ƉĞĐŝĂůWƌŽǀŝƐŝŽŶƐ
ŽĨƚŚŝƐĐŽŶƚƌĂĐƚ͘
dŚĞĐŽŶƚƌĂĐƚŽƌƐŚĂůůŚĂǀĞŽŶƐƚĂĨĨĂĨƵůůͲƚŝŵĞƌďŽƌŝƐƚĐĞƌƚŝĨŝĞĚďLJƚŚĞ/ŶƚĞƌŶĂƚŝŽŶĂů^ŽĐŝĞƚLJŽĨƌďŽƌŝĐƵůƚƵƌĞ
ĂǀĂŝůĂďůĞƚŽƉĞƌĨŽƌŵƚƌĞĞĞǀĂůƵĂƚŝŽŶƐĂŶĚƌŝƐŬĂƐƐĞƐƐŵĞŶƚƌĞƉŽƌƚƐĂƐĚŝƌĞĐƚĞĚďLJƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐ
ŝƌĞĐƚŽƌ͘;^ĞĞϰ͘ϮĨŽƌĂŶĞdžƉĂŶĚĞĚĚĞƐĐƌŝƉƚŝŽŶŽĨƌĞƐƉŽŶƐŝďŝůŝƚŝĞƐ͘Ϳ
WZs/>/E't'
EŽƚŝĐĞŝƐŚĞƌĞďLJŐŝǀĞŶƚŚĂƚŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƉƌŽǀŝƐŝŽŶƐŽĨĂůŝĨŽƌŶŝĂ>ĂďŽƌŽĚĞ͕ŝǀŝƐŝŽŶϮ͕WĂƌƚϳ͕
ŚĂƉƚĞƌϭ͕ƌƚŝĐůĞƐϭĂŶĚϮ͕ƚŚĞŽŶƚƌĂĐƚŽƌŝƐƌĞƋƵŝƌĞĚƚŽƉĂLJŶŽƚůĞƐƐƚŚĂŶƚŚĞŐĞŶĞƌĂůƉƌĞǀĂŝůŝŶŐƌĂƚĞŽĨƉĞƌ
ĚŝĞŵǁĂŐĞƐĨŽƌǁŽƌŬŽĨĂƐŝŵŝůĂƌĐŚĂƌĂĐƚĞƌŝŶƚŚĞůŽĐĂůŝƚLJŝŶǁŚŝĐŚƚŚĞƉƵďůŝĐǁŽƌŬŝƐƉĞƌĨŽƌŵĞĚ͕ĂŶĚŶŽƚůĞƐƐ
ƚŚĂŶƚŚĞŐĞŶĞƌĂůƉƌĞǀĂŝůŝŶŐƌĂƚĞŽĨƉĞƌĚŝĞŵǁĂŐĞƐĨŽƌŚŽůŝĚĂLJĂŶĚŽǀĞƌƚŝŵĞǁŽƌŬ͘/ŶƚŚĂƚƌĞŐĂƌĚ͕ƚŚĞŝƌĞĐƚŽƌ
ŽĨƚŚĞĞƉĂƌƚŵĞŶƚŽĨ/ŶĚƵƐƚƌŝĂůZĞůĂƚŝŽŶƐŽĨƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂŝƐƌĞƋƵŝƌĞĚƚŽĂŶĚŚĂƐĚĞƚĞƌŵŝŶĞĚƐƵĐŚ
ŐĞŶĞƌĂůƉƌĞǀĂŝůŝŶŐƌĂƚĞƐŽĨƉĞƌĚŝĞŵǁĂŐĞƐ͘ŽƉŝĞƐŽĨƐƵĐŚƉƌĞǀĂŝůŝŶŐƌĂƚĞƐŽĨƉĞƌĚŝĞŵǁĂŐĞƐĂƌĞŽŶĨŝůĞŝŶƚŚĞ
ŽĨĨŝĐĞŽĨƚŚĞŝƚLJůĞƌŬŽĨƚŚĞŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ͕ϭϬϱϬϬŝǀŝĐĞŶƚĞƌƌŝǀĞ͕ZĂŶĐŚŽƵĐĂŵŽŶŐĂ͕
ĂůŝĨŽƌŶŝĂ͕ĂŶĚĂƌĞĂǀĂŝůĂďůĞƚŽĂŶLJŝŶƚĞƌĞƐƚĞĚƉĂƌƚLJŽŶƌĞƋƵĞƐƚ͘dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůƉŽƐƚĂĐŽƉLJŽĨƐĂŝĚ
ĚĞƚĞƌŵŝŶĂƚŝŽŶƐĂƚƚŚĞũŽďƐŝƚĞ͘
WƵƌƐƵĂŶƚƚŽƉƌŽǀŝƐŝŽŶƐŽĨ>ĂďŽƌŽĚĞ^ĞĐƚŝŽŶϭϳϳϱ͕ƚŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůĨŽƌĨĞŝƚ͕ĂƐƉĞŶĂůƚLJƚŽŝƚLJ͕ŶŽƚŵŽƌĞ
ƚŚĂŶƚǁŽŚƵŶĚƌĞĚĚŽůůĂƌƐ;ΨϮϬϬ͘ϬϬͿĨŽƌĞĂĐŚůĂďŽƌĞƌ͕ǁŽƌŬŵĂŶ͕ŽƌŵĞĐŚĂŶŝĐĞŵƉůŽLJĞĚĨŽƌĞĂĐŚĐĂůĞŶĚĂƌĚĂLJ
ŽƌƉŽƌƚŝŽŶƚŚĞƌĞŽĨŝĨƐƵĐŚůĂďŽƌĞƌ͕ǁŽƌŬŵĂŶ͕ŽƌŵĞĐŚĂŶŝĐŝƐƉĂŝĚůĞƐƐƚŚĂŶƚŚĞŐĞŶĞƌĂůƉƌĞǀĂŝůŝŶŐƌĂƚĞŽĨǁĂŐĞƐ
ŚĞƌĞŝŶďĞĨŽƌĞƐƚŝƉƵůĂƚĞĚĨŽƌĂŶLJǁŽƌŬĚŽŶĞƵŶĚĞƌƚŚĞĂƚƚĂĐŚĞĚĐŽŶƚƌĂĐƚ͕ďLJŚŝŵŽƌďLJĂŶLJƐƵďĐŽŶƚƌĂĐƚŽƌƵŶĚĞƌ
Śŝŵ͕ŝŶǀŝŽůĂƚŝŽŶŽĨƚŚĞƉƌŽǀŝƐŝŽŶƐŽĨƐĂŝĚ>ĂďŽƌŽĚĞ͘
dŚŝƐĐŽŶƚƌĂĐƚŝƐƐƵďũĞĐƚƚŽĐŽŵƉůŝĂŶĐĞŵŽŶŝƚŽƌŝŶŐĂŶĚĞŶĨŽƌĐĞŵĞŶƚďLJƚŚĞĞƉĂƌƚŵĞŶƚŽĨ/ŶĚƵƐƚƌŝĂůZĞůĂƚŝŽŶƐ͘
&ŽƌĂůůŶĞǁĐŽŶƚƌĂĐƚƐĂǁĂƌĚĞĚŽŶŽƌĂĨƚĞƌƉƌŝůϭ͕ϮϬϭϱ͕ƚŚĞĐŽŶƚƌĂĐƚŽƌƐĂŶĚƐƵďĐŽŶƚƌĂĐƚŽƌƐƐŚĂůůĨƵƌŶŝƐŚ
ĞůĞĐƚƌŽŶŝĐĐĞƌƚŝĨŝĞĚƉĂLJƌŽůůƌĞĐŽƌĚƐƚŽƚŚĞ>ĂďŽƌŽŵŵŝƐƐŝŽŶĞƌ͘
ĂĐŚŽŶƚƌĂĐƚŽƌŽƌ^ƵďĐŽŶƚƌĂĐƚŽƌƐŚĂůůƉƌĞƐĞƌǀĞŚŝƐǁĞĞŬůLJƉĂLJƌŽůůƌĞĐŽƌĚƐĨŽƌĂƉĞƌŝŽĚŽĨƚŚƌĞĞ;ϯͿLJĞĂƌƐ͘dŚĞ
ƉĂLJƌŽůůƌĞĐŽƌĚƐƐŚĂůůƐĞƚŽƵƚĂĐĐƵƌĂƚĞůLJĂŶĚĐŽŵƉůĞƚĞůLJƚŚĞŶĂŵĞ͕ĂĚĚƌĞƐƐ͕ƐŽĐŝĂůƐĞĐƵƌŝƚLJŶƵŵďĞƌ͕ŽĐĐƵƉĂƚŝŽŶĂů
9.c
Packet Pg. 384 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϭϴŽĨϰϯ
ĐůĂƐƐŝĨŝĐĂƚŝŽŶ͕ĂŶĚŚŽƵƌůLJǁĂŐĞƌĂƚĞŽĨĞĂĐŚĞŵƉůŽLJĞĞ͕ŚŽƵƌƐǁŽƌŬĞĚďLJŚŝŵĚƵƌŝŶŐƚŚĞƉĂLJƌŽůůƉĞƌŝŽĚ͕ĂŶĚĨƵůů
ǁĞĞŬůLJǁĂŐĞƐĞĂƌŶĞĚďLJŚŝŵ͕ĂŶLJĚĞĚƵĐƚŝŽŶƐŵĂĚĞĨƌŽŵƐƵĐŚǁĞĞŬůLJǁĂŐĞƐ͕ĂŶĚƚŚĞĂĐƚƵĂůǁĞĞŬůLJǁĂŐĞƐƉĂŝĚ
ƚŽŚŝŵ͘
^ƵĐŚƉĂLJƌŽůůƌĞĐŽƌĚƐƐŚĂůůďĞŵĂĚĞĂǀĂŝůĂďůĞĂůǁĂLJƐĨŽƌŝŶƐƉĞĐƚ ŝŽŶďLJƚŚĞŝƚLJŽƌŝƚƐĂƵƚŚŽƌŝnjĞĚƌĞƉƌĞƐĞŶƚĂƚŝǀĞƐ͘
WWZEd/^,/WDW>KzDEd
/ŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƉƌŽǀŝƐŝŽŶƐŽĨ^ĞĐƚŝŽŶϭϳϳϳ͘ϱŽĨƚŚĞ>ĂďŽƌŽĚĞĂƐĂŵĞŶĚĞĚďLJŚĂƉƚĞƌϵϳϭ͕^ƚĂƚƵƚĞƐŽĨ
ϭϵϯϵ͕ĂŶĚŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƌĞŐƵůĂƚŝŽŶƐŽĨƚŚĞĂůŝĨŽƌŶŝĂƉƉƌĞŶƚŝĐĞƐŚŝƉŽƵŶĐŝů͕ƉƌŽƉĞƌůLJŝŶĚĞŶƚƵƌĞĚ
ĂƉƉƌĞŶƚŝĐĞƐŵĂLJďĞĞŵƉůŽLJĞĚŝŶƚŚĞƉƌŽƐĞĐƵƚŝŽŶŽĨƚŚĞǁŽƌŬ͘
ƚƚĞŶƚŝŽŶ ŝƐ ĚŝƌĞĐƚĞĚ ƚŽ ƚŚĞ ƉƌŽǀŝƐŝŽŶƐ ŝŶ ^ĞĐƚŝŽŶ ϭϳϳϳ͘ϱ ĂŶĚ ϭϳϳϳ͘ϲ ŽĨ ƚŚĞ >ĂďŽƌ ŽĚĞ ĐŽŶĐĞƌŶŝŶŐ ƚŚĞ
ĞŵƉůŽLJŵĞŶƚŽĨĂƉƉƌĞŶƚŝĐĞƐďLJƚŚĞŽŶƚƌĂĐƚŽƌŽƌĂŶLJƐƵďĐŽŶƚƌĂĐƚŽƌƵŶĚĞƌŚŝŵ͘
^ĞĐƚŝŽŶ ϭϳϳϳ͘ϱ͕ ĂƐ ĂŵĞŶĚĞĚ͕ ƌĞƋƵŝƌĞƐ ƚŚĞ ŽŶƚƌĂĐƚŽƌ Žƌ ƐƵďĐŽŶƚƌĂĐƚŽƌ ĞŵƉůŽLJŝŶŐ ƚƌĂĚĞƐŵĞŶ ŝŶ ĂŶLJ
ĂƉƉƌĞŶƚŝĐĞůŝŬĞŽĐĐƵƉĂƚŝŽŶƚŽĂƉƉůLJƚŽƚŚĞũŽŝŶƚĂƉƉƌĞŶƚŝĐĞƐŚŝƉĐŽŵŵŝƚƚĞĞŶĞĂƌĞƐƚƚŚĞƐŝƚĞŽĨƚŚĞƉƵďůŝĐǁŽƌŬƐ
ƉƌŽũĞĐƚĂŶĚǁŚŝĐŚĂĚŵŝŶŝƐƚĞƌƐƚŚĞĂƉƉƌĞŶƚŝĐĞƐŚŝƉƉƌŽŐƌĂŵŝŶƚŚĂƚƚƌĂĚĞĨŽƌĂĐĞƌƚŝĨŝĐĂƚĞŽĨĂƉƉƌŽǀĂů͘dŚĞ
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;ĂͿtŚĞŶƵŶĞŵƉůŽLJŵĞŶƚĂƌŽƵŶĚĐŽǀĞƌĂŐĞďLJƚŚĞũŽŝŶƚĂƉƉƌĞŶƚŝĐĞƐŚŝƉĐŽŵŵŝƚƚĞĞŚĂƐĞdžĐĞĞĚĞĚĂŶĂǀĞƌĂŐĞ
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ŽƌƉŝƉĞůŽǁŝŶŐĂŶĚĚƌŝǀŝŶŐ͕ŽƌĂŶLJŽƚŚĞƌǁĂLJ͘ΗdŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůĂƐƐƵŵĞĂůůůŝĂďŝůŝƚLJŝŶĐƵƌƌĞĚĨƌŽŵĂŶLJƚLJƉĞ
ŽĨĞdžĐĂǀĂƚŝŽŶƉĞƌĨŽƌŵĞĚĂƚƚŚĞǁŽƌŬƐŝƚĞ͘
D^hZDEdEWzDEd
;ĂͿdŚĞŽŶƚƌĂĐƚŽƌǁŝůůďĞƉĂŝĚǁŝƚŚŝŶƚŚŝƌƚLJĚĂLJƐŽĨŝŶǀŽŝĐĞƐƵďŵŝƚƚĂůďĂƐĞĚƵƉŽŶƚŚĞƐĐŚĞĚƵůĞŽĨƵŶŝƚ
ĐŽƐƚĂŶĚůƵŵƉƐƵŵĂŵŽƵŶƚƐ͘dŚĞŝŶǀŽŝĐĞƐŚĂůůŝŶĐůƵĚĞƚŚĞĂƉƉƌ ŽƉƌŝĂƚĞĨƵŶĚŶƵŵďĞƌĂŶĚƉƵƌĐŚĂƐĞ
ŽƌĚĞƌŶƵŵďĞƌĨŽƌƚŚŝƐĐŽŶƚƌĂĐƚ͘
;ďͿdŚĞƋƵĂŶƚŝƚLJŝŶǀŽŝĐĞĚĂŶĚƉĂŝĚƐŚĂůůďĞƌĞĨůĞĐƚŝǀĞŽĨƚŚĞƚŽƚĂůƚƌĞĞĐŽƵŶƚ͕ƵŶŝƚĐŽƐƚƐ͕ĂŶĚůƵŵƉƐƵŵ
ĂŵŽƵŶƚƐƐŚŽǁŶŽŶƚŚĞǁŽƌŬůŝƐƚ͘
;ĐͿdŚĞƉƌŝĐĞĨŽƌ'ƌŝĚWƌƵŶŝŶŐƐŚĂůůďĞďĂƐĞĚŽŶƚŚĞŶƵŵďĞƌŽĨƚƌĞĞƐƉƌƵŶĞĚĂŶĚƚŚĞĨůĂƚƌĂƚĞƵŶŝƚƉƌŝĐĞ
ůŝƐƚĞĚŽŶƚŚĞĐŽƐƚƉƌŽƉŽƐĂů͘
;ĚͿhŶŝƚĐŽƐƚƐĨŽƌǁŽƌŬƉĞƌĨŽƌŵĞĚďLJƐĞƌǀŝĐĞƌĞƋƵĞƐƚĚƵƌŝŶŐƌĞŐƵůĂƌǁŽƌŬŝŶŐŚŽƵƌƐƐŚĂůůďĞďĂƐĞĚŽŶ
ƚŚĞƵŶŝƚƉƌŝĐĞƐůŝƐƚĞĚŝŶƚŚĞĐŽƐƚƉƌŽƉŽƐĂů͘
;ĞͿtŽƌŬƉĞƌĨŽƌŵĞĚďLJƐĞƌǀŝĐĞƌĞƋƵĞƐƚŽƵƚƐŝĚĞƌĞŐƵůĂƌǁŽƌŬŝŶŐŚŽƵƌƐŽƌǁŽƌŬĨŽƌǁŚŝĐŚŶŽƵŶŝƚĐŽƐƚŝƐ
ŐŝǀĞŶƐŚĂůůďĞƉĂŝĚĂƚƚŚĞŚŽƵƌůLJƌĂƚĞ;ƐͿůŝƐƚĞĚŽŶƚŚĞĐŽƐƚƉƌŽƉŽƐĂů͘WĂLJŵĞŶƚǁŝůůďĞŵĂĚĞŽŶůLJĨŽƌ
ƉƌŽĚƵĐƚŝǀĞƚŝŵĞŽŶƚŚĞũŽďƐŝƚĞ͘EŽĂůůŽǁĂŶĐĞǁŝůůďĞŵĂĚĞĨŽƌŵŽďŝůŝnjĂƚŝŽŶŽĨĐƌĞǁƐ͕ŵĂƚĞƌŝĂůƐĂŶĚ
ĞƋƵŝƉŵĞŶƚƚŽƚŚĞũŽďƐŝƚĞ͘
;ĨͿdŚĞƐŝnjĞŽĨĂůůǁŽŽĚLJƚƌĞĞƐƐŚĂůůďĞĚĞƚĞƌŵŝŶĞĚďLJŵĞĂƐƵƌŝŶŐƚŚĞ,͘dŚŝƐŝƐƚŚĞĚŝĂŵĞƚĞƌŽĨƚŚĞ
ƚƌƵŶŬĂƚďƌĞĂƐƚŚĞŝŐŚƚ͕ůŽĐĂƚĞĚĨŽƵƌĂŶĚŽŶĞͲŚĂůĨ;ϰ͘ϱͿĨĞĞƚĂďŽǀĞƚŚĞďĂƐĞŽĨƚŚĞƚƌƵŶŬ͘&ŽƌŵƵůƚŝͲ
ƚƌƵŶŬƚƌĞĞƐ͘KƌƚƌĞĞƐƚŚĂƚďƌĂŶĐŚďĞůŽǁĨŽƵƌĂŶĚŽŶĞͲŚĂůĨĨĞĞƚ͕ƚŚĞĚŝĂŵĞƚĞƌŽĨƚŚĞůĂƌŐĞƐƚƚƌƵŶŬĂƚ
ĨŽƵƌĂŶĚŽŶĞͲŚĂůĨĨĞĞƚĂďŽǀĞďĂƐĞƐŚĂůůďĞƵƐĞĚƚŽĚĞƚĞƌŵŝŶĞƚŚĞƐŝnjĞ͘
;ŐͿ,ĞŝŐŚƚƐŚĂůůďĞƵƐĞĚƚŽĚĞƚĞƌŵŝŶĞƚŚĞƐŝnjĞŽĨƚŚĞƉĂůŵƐ͖ĂŶĚŝƐŵĞĂƐƵƌĞƐĨƌŽŵƚŚĞďĂƐĞŽĨƚŚĞƚƌƵŶŬ
ƚŽƚŚĞďƵĚŝŶŝƚŝĂƚŝŽŶnjŽŶĞ͘
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dŚĞƋƵĂŶƚŝƚŝĞƐůŝƐƚĞĚŽŶƚŚĞ͞>ŝŶĞ/ƚĞŵƐ͟ƚĂďŝŶWůĂŶĞƚŝĚƐĂƌĞĂƉƉƌŽdžŝŵĂƚĞ͕ďĞŝŶŐŐŝǀĞŶĂƐĂďĂƐŝƐĨŽƌƚŚĞ
ĐŽŵƉĂƌŝƐŽŶŽĨďŝĚƐŽŶůLJ͕ĂŶĚƚŚĞŝƚLJĚŽĞƐŶŽƚ͕ĞdžƉƌĞƐƐůLJŽƌďLJŝŵƉůŝĐĂƚŝŽŶ͕ĂŐƌĞĞƚŚĂƚƚŚĞĂĐƚƵĂůĂŵŽƵŶƚŽĨ
ǁŽƌŬǁŝůůĐŽƌƌĞƐƉŽŶĚƚŚĞƌĞǁŝƚŚ͕ďƵƚƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽŝŶĐƌĞĂƐĞŽƌĚĞĐƌĞĂƐĞƚŚĞĂŵŽƵŶƚŽĨĂŶLJĐůĂƐƐŽƌ
ƉŽƌƚŝŽŶŽĨƚŚĞǁŽƌŬ͕ŽƌƚŽŽŵŝƚĂŶLJƉŽƌƚŝŽŶŽĨƚŚĞǁŽƌŬ͕ĂƐŵĂLJďĞĚĞĞŵĞĚĂĚǀŝƐĂďůĞŽƌŶĞĐĞƐƐĂƌLJďLJƚŚĞŝƚLJ͘
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ĐŽƌƌĞƐƉŽŶĚŝŶŐƐƚƌĞĞƚƐŽŶƚŚĞŵĂƉ͕ǁŚŝĐŚǁŝůůďĞƉƌŽǀŝĚĞĚƚŽƚŚĞŽŶƚƌĂĐƚŽƌ͕ĂůŽŶŐǁŝƚŚĂƐƉĞĐŝĨŝĐ
ƉƌƵŶŝŶŐĂƐƐŝŐŶŵĞŶƚƐƵĐŚĂƐĨƵůůƚƌŝŵ͕ĐůĞĂŶ͕ƌĂŝƐĞ͕ŽƌƉĂůŵƚƌŝŵŵŝŶŐ͘dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůĚŽĐƵŵĞŶƚ
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^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϮϭŽĨϰϯ
;ďͿZĞŵŽǀĂůƐĂŶĚWůĂŶƚŝŶŐƐͲdŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌǁŝůůƉƌŽǀŝĚĞĂǁŽƌŬůŝƐƚĐŽŶƐŝƐƚŝŶŐŽĨ
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;ĐͿ/ŶƐƉĞĐƚŝŽŶͲdŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůŶŽƚŝĨLJƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌƵƉŽŶĐŽŵƉůĞƚŝŽŶŽĨĞĂĐŚ
ǁŽƌŬůŝƐƚĂŶĚƐŚĂůůŶŽƚƉƌŽĐĞƐƐĂŶLJǁŽƌŬůŝƐƚĨŽƌŝŶǀŽŝĐŝŶŐƵŶƚŝůĂůůƐŝƚĞƐŽŶƚŚĞůŝƐƚŚĂǀĞďĞĞŶŝŶƐƉĞĐƚĞĚ
ďLJƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌ͘ůƐŽ͕ĚĂŝůLJ͕ŽƌĂƐƌĞƋƵŝƌĞĚ͘dŚĞŽŶƚƌĂĐƚŽƌŽƌŚŝƐƐƵƉĞƌǀŝƐŽƌ
ŵĂLJǁĂůŬƚŚĞƉƌŽũĞĐƚǁŝƚŚƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌĨŽƌĚĞƚĞƌŵŝŶŝŶŐĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞ
ƐƉĞĐŝĨŝĐĂƚŝŽŶƐŽƌƚŽĚŝƐĐƵƐƐƌĞƋƵŝƌĞĚǁŽƌŬ͘ŶLJƚƌĞĞ;ƐͿ͕ǁŚŝĐŚŝŶƚŚĞŽƉŝŶŝŽŶŽĨƚŚĞWƵďůŝĐtŽƌŬƐ
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ƐƉĞĐŝĨŝĐĂƚŝŽŶƐƐĞƚĨŽƌƚŚŚĞƌĞŝŶƐŚĂůůďĞďƌŽƵŐŚƚƚŽƚŚĞĂƚƚĞŶƚŝŽŶŽĨƚŚĞŽŶƚƌĂĐƚŽƌĂŶĚ͕ŝĨŶŽƚ
ĐŽƌƌĞĐƚĞĚ͕ƉĂLJŵĞŶƚƚŽƚŚĞŽŶƚƌĂĐƚŽƌǁŝůůŶŽƚďĞŵĂĚĞƵŶƚŝůƚŚĞĐŽŶĚŝƚŝŽŶŝƐĐŽƌƌĞĐƚĞĚ͘
;ĚͿ^ĞƌǀŝĐĞZĞƋƵĞƐƚƐĂŶĚ>ŽĐĂƚŝŽŶ>ŝƐƚƐͲdŚĞŽŶƚƌĂĐƚŽƌĐŽƵůĚďĞŐŝǀĞŶĂĚĚŝƚŝŽŶĂůƐĞƌǀŝĐĞƌĞƋƵĞƐƚƐĂŶĚ
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ƚŽƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌĂůŽŶŐǁŝƚŚƚŚĞǁŽƌŬůŝƐƚ͘ĂĐŚĨŝĞůĚŽŶƚŚĞŝŶǀĞŶƚŽƌLJƐŚĞĞƚƐŚŽƵůĚďĞĨŝůůĞĚ
ŝŶĂƐĨŽůůŽǁƐ͗
;ĂͿZŝŐŚƚŽĨtĂLJʹdŚŝƐŝƐƚŚĞƉƵďůŝĐƌŝŐŚƚŽĨǁĂLJ;ĂŶĚͬŽƌƚƌĞĞŵĂŝŶƚĞŶĂŶĐĞĞĂƐĞŵĞŶƚͿĂƐƌĞĐŽƌĚĞĚŝŶ
ƚŚĞĚĞǀĞůŽƉŵĞŶƚƉůĂŶƐ͘dŚĞŵĞĂƐƵƌĞŵĞŶƚǁŝůůďĞƚŚĞǁŝĚƚŚŽĨƚŚĞƉĂƌŬǁĂLJ͕ŽƌŝŶĂƌĞĂƐŝŶǁŚŝĐŚ
ƚŚĞƌĞŝƐŶŽƉĂƌŬǁĂLJ͕ƚŚĞĚĞƐŝŐŶĂƚĞĚĨŽŽƚĂŐĞďĞŐŝŶŶŝŶŐĨƌŽŵƚŚĞĐƵƌďĨĂĐĞ͘
;ďͿĚĚƌĞƐƐʹŽŶƐŝƐƚƐŽĨƚŚĞŚŽƵƐĞŶƵŵďĞƌĂŶĚĐŽŵƉůĞƚĞƐƚƌĞĞƚŶĂŵĞ͘/ĨƚŚĞƚƌĞĞŝƐŽŶƚŚĞƐŝĚĞŽĨĂ
ĐŽƌŶĞƌŚŽƵƐĞ͕ƚŚĞŶĂŵĞŽĨƚŚĞŝŶƚĞƌƐĞĐƚŝŶŐƐƚƌĞĞƚƐŚĂůůďĞŝŶĐůƵĚĞĚ͘
;ĐͿ^ŝƚĞʹŽƵŶƚĞĚƐĞƋƵĞŶƚŝĂůůLJĨƌŽŵŶŽƌƚŚƚŽƐŽƵƚŚĂŶĚĨƌŽŵǁĞƐƚƚŽĞĂƐƚ͘dƌĞĞƐŝŶĨƌŽŶƚŽĨƚŚĞ
ƌĞƐŝĚĞŶĐĞŚĂǀĞĂŶ͞&͟ĚĞƐŝŐŶĂƚŝŽŶ͖ĐŽƌŶĞƌŚŽƵƐĞƐǁŝƚŚƚƌĞĞƐŽŶƚŚĞƐŝĚĞŚĂǀĞĂ͞^͟ĚĞƐŝŐŶĂƚŝŽŶ͘
;ĚͿ^ƉĞĐŝĞƐʹ/ŶĐůƵĚŝŶŐŚLJďƌŝĚƐ͕ǀĂƌŝĞƚŝĞƐĂŶĚĐƵůƚŝǀĂƌƐ͘
;ĞͿŝĂŵĞƚĞƌĂƚƌĞĂƐƚ,ĞŝŐŚƚ;,ͿʹdŚĞŵĞĂƐƵƌĞŵĞŶƚŽĨƚŚĞƚƌƵŶŬĚŝĂŵĞƚĞƌĂƚϰ͘ϱĨĞĞƚĨƌŽŵƚŚĞ
ďĂƐĞ͕ĂƐĚĞƐĐƌŝďĞĚŝŶƐĞĐƚŝŽŶϰ͘ϭϮ;ĨͿ͘DƵůƚŝͲƚƌƵŶŬƚƌĞĞƐƐŚĂůůďĞƌĞĐŽƌĚĞĚďLJƵƐŝŶŐƚŚĞ,ŽĨƚŚĞ
ůĂƌŐĞƐƚƚƌƵŶŬĨŽůůŽǁĞĚďLJƚŚĞůĞƚƚĞƌDĂŶĚƚŚĞƚŽƚĂůĂŵŽƵŶƚŽĨƚŚĞƚƌƵŶŬƐ͘&ŽƌĞdžĂŵƉůĞ͕ĂŵƵůƚŝͲ
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ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϮϮŽĨϰϯ
ƚƌƵŶŬƚƌĞĞŚĂǀŝŶŐƚŚƌĞĞƚƌƵŶŬƐ͕ǁŝƚŚƚŚĞůĂƌŐĞƐƚƚƌƵŶŬŵĞĂƐƵƌŝŶŐƚǁĞŶƚLJͲĨŽƵƌŝŶĐŚĞƐ͕ǁŽƵůĚďĞ
ǁƌŝƚƚĞŶĂƐ͙ϮϰDϯ͘
;ĨͿ,ĞŝŐŚƚʹ/ŶƚƌĞĞƐ͕ŵĞĂƐƵƌĞĚĨƌŽŵďĂƐĞƚŽƵƉƉĞƌŵŽƐƚďƌĂŶĐŚĞƐ͘,ĞŝŐŚƚŝŶƉĂůŵƐƐŚĂůůďĞŵĞĂƐƵƌĞĚ
ĨƌŽŵďĂƐĞƚŽůŽǁĞƌƉŽƌƚŝŽŶŽĨďƵĚ͘
;ŐͿ^ƉƌĞĂĚʹdŚĞŚŽƌŝnjŽŶƚĂůŵĞĂƐƵƌĞŵĞŶƚŽĨƚŚĞĐĂŶŽƉLJ͕ĨƌŽŵĞŶĚƚŽĞŶĚ͘
;ŚͿŽŶĚŝƚŝŽŶʹdŚĞĐŽŶƚƌĂĐƚŽƌƐŚĂůůĚĞƐĐƌŝďĞƚŚĞƚƌĞĞ͛ƐŐĞŶĞƌĂůĐŽŶĚŝƚŝŽŶďLJƉůĂĐŝŶŐĂŶyŝŶĞŝƚŚĞƌƚŚĞ
ŐŽŽĚ͕ĨĂŝƌ͕ŽƌƉŽŽƌĐŽůƵŵŶ͘dŚĞĚĞƐĐƌŝƉƚŝŽŶƐŚŽƵůĚďĞďĂƐĞĚƉƌŝŵĂƌŝůLJŽŶƚŚĞůĞǀĞůŽĨĚĞĐĂLJƚŚĂƚŝƐ
ƉƌĞƐĞŶƚ͕ŝŵƉŽƌƚĂŶƚůŝŵďƐƚŚĂƚŵĂLJďĞŵŝƐƐŝŶŐ͕ƚŚĞƋƵĂůŝƚLJŽĨďƌĂŶĐŚĂƚƚĂĐŚŵĞŶƚƐ͕ĂŶLJƌŽŽƚŝƐƐƵĞƐ
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ƌĞŵĂƌŬ͛ƐĐŽůƵŵŶ͘
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ƵƐŝŶŐƚŚĞŝƚLJ͛ƐůĞĐƚƌŽŶŝĐdƌĞĞ/ŶǀĞŶƚŽƌLJWƌŽŐƌĂŵ͘dŚĞŽŶƚƌĂĐƚŽƌŵƵƐƚďĞĂďůĞƚŽŝŶƉƵƚĂůůƐĞƌǀŝĐĞƐ
ĂŶĚĚĞƚĂŝůƐƌĞůĂƚĞĚƚŽĞĂĐŚƚƌĞĞ͕ĂůŽŶŐǁŝƚŚĂŶĂĐĐƵƌĂƚĞĂŶĚĐƵƌƌĞŶƚ'W^ƉŽŝŶƚƵƉĚĂƚĞ͘
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ŝĚĚĞƌƐŵƵƐƚƐĂƚŝƐĨLJƚŚĞŵƐĞůǀĞƐďLJƉĞƌƐŽŶĂůĞdžĂŵŝŶĂƚŝŽŶŽĨƚŚĞǁŽƌŬƐŝƚĞ͕ƉůĂŶƐ͕ƐƉĞĐŝĨŝĐĂƚŝŽŶƐ͕ĂŶĚŽƚŚĞƌ
ĐŽŶƚƌĂĐƚ ĚŽĐƵŵĞŶƚƐ͕ ĂŶĚ ďLJ ĂŶLJ ŽƚŚĞƌ ŵĞĂŶƐ ĂƐ ƚŚĞLJ ŵĂLJ ďĞůŝĞǀĞŶĞĐĞƐƐĂƌLJ͕ ĂƐ ƚŽ ƚŚĞ ĂĐƚƵĂů ƉŚLJƐŝĐĂů
ĐŽŶĚŝƚŝŽŶƐ͕ƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚĚŝĨĨŝĐƵůƚŝĞƐƵŶĚĞƌǁŚŝĐŚƚŚĞǁŽƌŬŵƵƐƚďĞƉĞƌĨŽƌŵĞĚ͘EŽďŝĚĚĞƌƐŚĂůůĂƚĂŶLJ
ƚŝŵĞĂĨƚĞƌƐƵďŵŝƐƐŝŽŶŽĨĂƉƌŽƉŽƐĂůŵĂŬĞĂŶLJĐůĂŝŵŽƌĂƐƐĞƌƚŝŽŶƚŚĂƚƚŚĞƌĞǁĂƐĂŶLJŵŝƐƵŶĚĞƌƐƚĂŶĚŝŶŐŽƌůĂĐŬ
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ĨĂĐŝůŝƚŝĞƐ͘
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ŵĂLJďĞĚĞůĞƚĞĚŽƌĂĚũƵƐƚĞĚďLJŶŽƚŝĨLJŝŶŐƚŚĞŽŶƚƌĂĐƚŽƌŝŶǁƌŝƚŝŶŐďĞĨŽƌĞǁŽƌŬďĞŐŝŶƐ͘
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ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
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^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϮϯŽĨϰϯ
dŚĞƐƚĂŶĚĂƌĚĐƌĞǁŝƐƚŚƌĞĞ;ϯͿŵĞŶ͕ŽŶĞ;ϭͿĐŚŝƉƉĞƌƚƌƵĐŬ͕ŽŶĞ;ϭͿĐŚŝƉƉĞƌ͕ŽŶĞ;ϭͿĂĞƌŝĂůƚŽǁĞƌĂŶĚĂůůŶĞĐĞƐƐĂƌLJ
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ƚŚĂƚŵĂLJĐŽŶƐŝƐƚŽĨĞdžƚƌĂŽƌĚŝŶĂƌLJǁŽƌŬ͘
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;ĂͿŵĞƌŐĞŶĐLJƌĞƐƉŽŶƐĞǁŽƌŬǁŝůůŶŽƚďĞƉĞƌĨŽƌŵĞĚǁŝƚŚŽƵƚƉƌŝŽƌĂƉƉƌŽǀĂůďLJƚŚĞWƵďůŝĐtŽƌŬ^ĞƌǀŝĐĞƐ
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ƉƌŽƉĞƌƚLJ͘
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ŝŶƚŚĞŵĞƌŐĞŶĐLJZĞƐƉŽŶƐĞtŽƌŬ^ĐŚĞĚƵůĞ͘
;ĐͿdŚĞŝƚLJƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽĐĂƵƐĞĂŶLJĞŵĞƌŐĞŶĐLJƌĞƐƉŽŶƐĞǁŽƌŬĚĞĞŵĞĚŶĞĐĞƐƐĂƌLJďLJƚŚĞWƵďůŝĐ
tŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌƚŽďĞƉĞƌĨŽƌŵĞĚďLJƚŚĞŝƚLJĐƌĞǁƐ͕ŽƚŚĞƌĐŽŶƚƌĂĐƚŽƌƐ͕ŽƌĚĂLJůĂďŽƌ͕ĂƚŶŽ
ĐŽƐƚƚŽƚŚĞŽŶƚƌĂĐƚŽƌ͘
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Ă͘ŵ͘ƚŽϰƉ͘ŵ͘DŽŶĚĂLJƚŚƌŽƵŐŚ&ƌŝĚĂLJ͕ŶŽƚŝŶĐůƵĚŝŶŐ,ŽůŝĚĂLJƐͿ
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ĂŶĚĞŶĚĂƚƚŚĞĐŽŵƉůĞƚŝŽŶŽĨƚŚĞǁŽƌŬƌĞƋƵĞƐƚĞĚďLJƚŚĞŝƚLJ͘WŽƌƚĂůƚŽWŽƌƚĂůƉĂLJŝƐŶŽƚĂůůŽǁĞĚ͘
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ŚĂnjĂƌĚƌĞĐŽŐŶŝƚŝŽŶĂŶĚĂǀŽŝĚĂŶĐĞ͕ĂŶĚƉŽƐƐĞƐƐƚŚĞĂƉƉƌŽƉƌŝĂƚĞƋƵĂůŝĨŝĐĂƚŝŽŶƐƌĞƋƵŝƌĞĚďLJƚŚĞ^ƚĂƚĞ
ŽĨĂůŝĨŽƌŶŝĂ͘
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ƵŶƐƚĂďůĞƌŽŽƚƐLJƐƚĞŵ͕ƐŚĂůůďĞƌĞƉŽƌƚĞĚŝŵŵĞĚŝĂƚĞůLJƚŽƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌ͘
;ĚͿdŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůƉŽƐƚƉŽŶĞĂŶLJƚƌĞĞŵĂŝŶƚĞŶĂŶĐĞĂĐƚŝǀŝƚLJǁŚĞƌĞŝŶĂǀĞŚŝĐůĞŝƐŝŶƉƌŽdžŝŵŝƚLJĂŶĚ
ƐƵĐŚĂĐƚŝǀŝƚLJŚĂƐƚŚĞůŝŬĞůŝŚŽŽĚŽĨĐĂƵƐŝŶŐĚĂŵĂŐĞƚŽǀĞŚŝĐůĞ͘/ŶƐƵĐŚŝŶƐƚĂŶĐĞƐ͕ŝƚŝƐƚŚĞƌĞƐƉŽŶƐŝďŝůŝƚLJ
ŽĨƚŚĞŽŶƚƌĂĐƚŽƌƚŽŝŵŵĞĚŝĂƚĞůLJŶŽƚŝĨLJƚŚĞǀĞŚŝĐůĞŽǁŶĞƌĂŶĚƌĞƋƵĞƐƚƚŽŚĂǀĞƚŚĞǀĞŚŝĐůĞŵŽǀĞĚ
ƚŽĂƐĂĨĞůŽĐĂƚŝŽŶ͘ŶLJĂďĂŶĚŽŶĞĚǀĞŚŝĐůĞƐŚĂůůďĞƌĞƉŽƌƚĞĚƚŽƚŚĞZĂŶĐŚŽƵĐĂŵŽŶŐĂWŽůŝĐĞĞƉƚ͘
WZ^Zsd/KEK&WZKWZdz
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Packet Pg. 390 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
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ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϮϰŽĨϰϯ
;ĂͿdŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůĐĂƌĞĨƵůůLJƉƌŽƚĞĐƚĨƌŽŵĚĂŵĂŐĞĂůůƚƌĞĞƐ͕ƐŚƌƵďƐ͕ŐƌŽƵŶĚĐŽǀĞƌƐ͕ƚƵƌĨ
ŝƌƌŝŐĂƚŝŽŶ͕ǁĂƚĞƌƐĞƌǀŝĐĞ͕ĨĞŶĐĞƐ͕ƐŝĚĞǁĂůŬ͕ďƵŝůĚŝŶŐƐ͕ĂƵƚŽŵŽďŝůĞƐ͕ƐƚƌĞĞƚůŝŐŚƚƐ͕ƐƚƌĞĞƚƐŝŐŶƐ͕ŽƌĂŶLJ
ŽƚŚĞƌĨĂĐŝůŝƚŝĞƐůŽĐĂƚĞĚŽŶŽƌĂĚũĂĐĞŶƚƚŽƚŚĞũŽďƐŝƚĞ͘
;ďͿ^ŚŽƵůĚĂŶLJĚŝƌĞĐƚŽƌŝŶĚŝƌĞĐƚĚĂŵĂŐĞŽƌŝŶũƵƌLJƌĞƐƵůƚƚŽĂŶLJƉƵďůŝĐŽƌƉƌŝǀĂƚĞƉƌŽƉĞƌƚLJďLJŽƌďĞĐĂƵƐĞ
ŽĨĂŶLJĂĐƚ͕ŽŵŝƐƐŝŽŶ͕ŶĞŐůĞĐƚŽƌŵŝƐĐŽŶĚƵĐƚŝŶƚŚĞĞdžĞĐƵƚŝŽŶŽĨǁŽƌŬ͕ŽŶƚŚĞƉĂƌƚŽĨƚŚĞŽŶƚƌĂĐƚŽƌ
ŽƌƚŚĞŽŶƚƌĂĐƚŽƌ͛ƐĞŵƉůŽLJĞĞƐ͕ƐƵĐŚƉƌŽƉĞƌƚLJƐŚĂůůďĞƌĞƐƚŽƌĞĚďLJƚŚĞŽŶƚƌĂĐƚŽƌ͕ƚŽĂĐŽŶĚŝƚŝŽŶ
ĞƋƵŝǀĂůĞŶƚƚŽƚŚĂƚĞdžŝƐƚŝŶŐďĞĨŽƌĞĚĂŵĂŐĞŽĐĐƵƌƌĞĚ͘
;ĐͿdŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƚŚĞĐŽŵƉůĞƚĞƌĞŵŽǀĂůĂŶĚƌĞƉůĂĐĞŵĞŶƚŽĨƚƌĞĞƐůŽƐƚĚƵĞƚŽ
ƚŚĞŽŶƚƌĂĐƚŽƌ͛ƐĨĂƵůƚLJŵĂŝŶƚĞŶĂŶĐĞŽƌŶĞŐůŝŐĞŶĐĞ͕ĂƐĚĞƚĞƌŵŝŶĞĚďLJƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐ
ŝƌĞĐƚŽƌ͘ZĞƉůĂĐĞŵĞŶƚƐŚĂůůďĞŵĂĚĞďLJƚŚĞŽŶƚƌĂĐƚŽƌŝŶƚŚĞŬŝŶĚĂŶĚƐŝnjĞŽĨƚƌĞĞƐĂƐĚĞƚĞƌŵŝŶĞĚ
ďLJƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌ͘tŚĞƌĞƚŚĞƌĞŝƐĂĚŝĨĨĞƌĞŶĐĞŝŶǀĂůƵĞďĞƚǁĞĞŶƚŚĞƚƌĞĞƐůŽƐƚ
ĂŶĚƚŚĞƌĞƉůĂĐĞŵĞŶƚŽĨƚƌĞĞƐ͕ƚŚŝƐĚŝĨĨĞƌĞŶĐĞǁŝůůďĞĚĞĚƵĐƚĞĚĨƌŽŵƚŚĞĐŽŶƚƌĂĐƚƉĂLJŵĞŶƚ͘/ŶĂůů
ĐĂƐĞƐ͕ƚŚĞǀĂůƵĞŽĨƚŚĞƚƌĞĞƐůŽƐƚǁŝůůďĞĚĞƚĞƌŵŝŶĞĚďLJƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌ͕ƵƐŝŶŐƚŚĞ
ůĂƚĞƐƚŽƵŶĐŝůŽĨdƌĞĞĂŶĚ>ĂŶĚƐĐĂƉĞƉƉƌĂŝƐĞƌƐʹ'ƵŝĚĞĨŽƌWůĂŶƚƉƉƌĂŝƐĂů͘
WZ^Zsd/KEK&t/>>/&
ZĞĂƐŽŶĂďůĞĞĨĨŽƌƚƐƐŚĂůůďĞƚĂŬĞŶƚŽƉƌŽƚĞĐƚĂŶĚƉƌĞƐĞƌǀĞƚŚĞŶĞƐƚƐ͕ŽƌŶĞƐƚŝŶŐĐĂǀŝƚŝĞƐ͕ŽĨďĞŶĞĨŝĐŝĂůďŝƌĚƐĂŶĚ
ŽƚŚĞƌďĞŶĞĨŝĐŝĂůĂŶŝŵĂůƐ͕ƵŶůĞƐƐŝŶͲƐŽĚŽŝŶŐǁŽƵůĚĐƌĞĂƚĞĂŚĂnjĂƌĚŽƵƐĐŽŶĚŝƚŝŽŶ͘
Yh>/dzK&tKZ<
dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůďĞĐŽŵŵŝƚƚĞĚƚŽƌĞƚĂŝŶŝŶŐƚŚĞǀĂůƵĞŽĨĂůůƚƌĞĞƐŝŶŚŝƐĐĂƌĞ͕ĂŶĚĂƚŶŽƚŝŵĞƵŶĚĞƌƚŚŝƐ
ĐŽŶƚƌĂĐƚĂŐƌĞĞŵĞŶƚƐŚĂůůƚŚĞŽŶƚƌĂĐƚŽƌĚĞĐƌĞĂƐĞƚŚĞǀĂůƵĞŽĨĂŶLJƚƌĞĞǁŝƚŚŽƵƚǁƌŝƚƚĞŶĂƵƚŚŽƌŝnjĂƚŝŽŶĨƌŽŵƚŚĞ
WƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌ͘
dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůďĞƐŬŝůůĞĚŝŶĂƌďŽƌŝĐƵůƚƵƌĞĂŶĚŚĂǀĞƚŚĞĞdžƉĞƌƚŝƐĞŶĞĐĞƐƐĂƌLJƚŽƉĞƌĨŽƌŵĂůůĚƵƚŝĞƐƚŽƚŚĞ
ŚŝŐŚĞƐƚƐƚĂŶĚĂƌĚ͕ĂƐƌĞƋƵŝƌĞĚŝŶƚŚŝƐĂŐƌĞĞŵĞŶƚ͘
dŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌƐŚĂůůďĞƚŚĞƐŽůĞũƵĚŐĞĂƐƚŽƚŚĞĂĚĞƋƵĂĐLJĂŶĚƋƵĂůŝƚLJŽĨŵĂŝŶƚĞŶĂŶĐĞ͘
/^^KEdZK>
ŶLJŵŽŶŽĐŽƚŽƌĚŝĐŽƚƐƉĞĐŝĞƐƚŚĂƚŝƐŬŶŽǁŶƚŽƚƌĂŶƐŵŝƚĂŶŝŶĨĞĐƚŝŽƵƐĚŝƐĞĂƐĞƉƌĞǀĂůĞŶƚŝŶƚŚĞůĂŶĚƐĐĂƉĞƐŚĂůů
ďĞƉƌƵŶĞĚǁŝƚŚŚĂŶĚƐĂǁƐ͕ƉŽůĞƐĂǁƐŽƌƌĞĐŝƉƌŽĐĂƚŝŶŐƐĂǁƐŽŶůLJ͘WƌŝŽƌƚŽƉƌƵŶŝŶŐ͕ĂůůƐĂǁďůĂĚĞƐŵƵƐƚďĞ
ƐƚĞƌŝůŝnjĞĚďLJĂƚĞŶ;ϭϬͿŵŝŶƵƚĞŝŵŵĞƌƐŝŽŶŝŶĂďƵĐŬĞƚŽĨǁĂƚĞƌĐŽŶƚĂŝŶŝŶŐƚǁĞŶƚLJͲĨŝǀĞ;ϮϱͿƉĞƌĐĞŶƚĐŚůŽƌŝŶĞ
ďůĞĂĐŚ͘ĨƌĞƐŚƐŽůƵƚŝŽŶƐŚĂůůďĞŵŝdžĞĚĚĂŝůLJ͘ĂĐŚƚƌĞĞƐŚĂůůďĞƉƌƵŶĞĚƵƚŝůŝnjŝŶŐĂďůĂĚĞƚŚĂƚŚĂƐďĞĞŶƐƚĞƌŝůŝnjĞĚ
ŝŶƚŚŝƐĨĂƐŚŝŽŶ͕ƚŚĞƌĞďLJƉƌĞǀĞŶƚŝŶŐƚƌĞĞͲƚŽͲƚƌĞĞĚŝƐĞĂƐĞƚƌĂŶƐŵŝƐƐŝŽŶǀŝĂƚŚĞƐĂǁďůĂĚĞ͘ĨƚĞƌĂƚƌĞĞŚĂƐďĞĞŶ
ƉƌƵŶĞĚ͕ƚŚĞƐĂǁďůĂĚĞƐŚĂůůŶŽƚďĞƵƚŝůŝnjĞĚĂŐĂŝŶƵŶƚŝůŝƚŚĂƐďĞĞŶƐƚĞƌŝůŝnjĞĚďLJƚŚĞƚĞŶ;ϭϬͿŵŝŶƵƚĞŝŵŵĞƌƐŝŽŶ
ŵĞƚŚŽĚĚĞƐĐƌŝďĞĚĂďŽǀĞ͘
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Packet Pg. 391 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϮϱŽĨϰϯ
ZW>DEdK&>E^WDdZ/>^Θ/dzWZKWZdz
dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƌĞƉůĂĐĞŵĞŶƚŽĨŝƚLJƉƌŽƉĞƌƚLJ͕ƉƌŝǀĂƚĞƉƌŽƉĞƌƚLJĂŶĚĂŶLJŽƚŚĞƌŝƚĞŵƐ
ĚĞĞŵĞĚŶĞĐĞƐƐĂƌLJĚƵĞƚŽĐŽŶƚƌĂĐƚŽƌŶĞŐůŝŐĞŶĐĞ͘
KE&KZD/E'dK^ddE&Z>'h/>/E^&KZ^dKZDtdZWK>>hd/KEWZsEd/KE
^ƚĂƚĞĂŶĚ&ĞĚĞƌĂůŐƵŝĚĞůŝŶĞƐĨŽƌƐƚŽƌŵǁĂƚĞƌƉŽůůƵƚŝŽŶƉƌĞǀĞŶƚŝŽŶĂƌĞŬŶŽǁŶĂƐĞƐƚDĂŶĂŐĞŵĞŶƚWƌĂĐƚŝĐĞƐ
;DW͛ƐͿ͘dŚĞƐĞƉƌĂĐƚŝĐĞƐǁŝůůŚĞůƉƌĞĚƵĐĞŐƌŽƵŶĚǁĂƚĞƌĐŽŶƚĂŵŝŶĂƚŝŽŶĂŶĚƉŽůůƵƚŝŽŶƚŽŽƵƌǁĞƚůĂŶĚƐ͕ďĞĂĐŚĞƐ͕
ĂŶĚĐŽĂƐƚůŝŶĞƐ͘^ŝŶĐĞ>ĂŶĚƐĐĂƉŝŶŐĐĂŶĂŶĚĚŽĞƐĐŽŶƚƌŝďƵƚĞƚŽƐƚŽƌŵǁĂƚĞƌƉŽůůƵƚŝŽŶ͕DWŐƵŝĚĞůŝŶĞƐƚĂŬĞŶ
ĨƌŽŵƚŚĞĂůŝĨŽƌŶŝĂ^ƚŽƌŵtĂƚĞƌYƵĂůŝƚLJƐƐŽĐŝĂƚŝŽŶ͛Ɛ,ĂŶĚŬĂƌĞƉƌŽǀŝĚĞĚĨŽƌƚŚĞŽŶƚƌĂĐƚŽƌ͛ƐƌĞĨĞƌĞŶĐĞ͘
/ŶĂĚĚŝƚŝŽŶ͕ƚŚĞƐĞDW͛ƐƐŚĂůůďĞƌĞǀŝĞǁĞĚǁŝƚŚĂŶLJŶĞǁĞŵƉůŽLJĞĞďĞĨŽƌĞŚĞďĞŐŝŶƐǁŽƌŬŝŶƚŚĞĨŝĞůĚ͕ĂŶĚǁŝƚŚ
ĂůůĐƌĞǁƐŽŶĂƚůĞĂƐƚĂŶĂŶŶƵĂůďĂƐŝƐ͘;^ĞĞƉƉĞŶĚŝdžͿ
WZD/d^
WƌŝŽƌƚŽƚŚĞƐƚĂƌƚŽĨĂŶLJǁŽƌŬ͕ƚŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůŽďƚĂŝŶƚŚĞĂƉƉůŝĐĂďůĞŝƚLJƉĞƌŵŝƚƐĂŶĚƉůĂŶĨŽƌŝƚLJ
ŝŶƐƉĞĐƚŝŽŶƐ͘ dŚĞ ŝƚLJ ǁŝůů ŝƐƐƵĞ ƚŚĞ ƉĞƌŵŝƚƐ Ăƚ ŶŽ ĐŚĂƌŐĞ ƚŽ ƚŚĞ ŽŶƚƌĂĐƚŽƌ͘ dŚĞ ŽŶƚƌĂĐƚŽƌ ĂŶĚ Ăůů
ƐƵďĐŽŶƚƌĂĐƚŽƌƐƐŚĂůůĞĂĐŚŽďƚĂŝŶĂŝƚLJďƵƐŝŶĞƐƐůŝĐĞŶƐĞĂŶĚƐŚĂůůďĞůŝĐĞŶƐĞĚŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚ^ƚĂƚĞƵƐŝŶĞƐƐ
ĂŶĚWƌŽĨĞƐƐŝŽŶƐŽĚĞ͘dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůĂůƐŽŽďƚĂŝŶĂůůŽƚŚĞƌƉĞƌŵŝƚƐ͕ůŝĐĞŶƐĞƐ͕ŝŶƐƉĞĐƚŝŽŶƐ͕ĐĞƌƚŝĨŝĐĂƚĞƐ͕Žƌ
ĂƵƚŚŽƌŝnjĂƚŝŽŶƐƌĞƋƵŝƌĞĚďLJĂŶLJŐŽǀĞƌŶŝŶŐďŽĚLJŽƌĞŶƚŝƚLJ͘
tKZ<ZdZ&&/KEdZK>
ϰ͘Ϯϵ͘ϭdZ&&/KEdZK>WZD/d
dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůƉƌĞƉĂƌĞĂƉĞƌŵŝƚĂƉƉůŝĐĂƚŝŽŶĨŽƌƐƚƌĞĞƚĐůŽƐƵƌĞĂŶĚƐŚĂůůĂƚƚĂĐŚƚǁŽĐŽƉŝĞƐŽĨƚŚĞƉƌŽƉŽƐĞĚ
ƚƌĂĨĨŝĐ ĐŽŶƚƌŽů ƐŝŐŶŝŶŐ͕ ďĂƌƌŝĐĂĚŝŶŐ ĂŶĚͬŽƌ ĚĞƚŽƵƌ ƌŽƵƚŝŶŐ͘ dŚĞ ƉĞƌŵŝƚ ĂƉƉůŝĐĂƚŝŽŶ ĂŶĚ ĂĐĐŽŵƉĂŶLJŝŶŐ
ĂƚƚĂĐŚŵĞŶƚƐƐŚĂůůďĞƌĞǀŝĞǁĞĚďLJƚŚĞŝƚLJdƌĂĨĨŝĐŶŐŝŶĞĞƌ͘hƉŽŶƚŚĞdƌĂĨĨŝĐŶŐŝŶĞĞƌΖƐĂƉƉƌŽǀĂů͕ĂŶŽͲĨĞĞ^ƚƌĞĞƚ
ůŽƐƵƌĞWĞƌŵŝƚƐŚĂůůďĞŝƐƐƵĞĚ͘EŽ^ƚƌĞĞƚůŽƐƵƌĞ͕>ĂŶĞůŽƐƵƌĞ͕ĞƚŽƵƌŽƌŽƚŚĞƌǁŽƌŬƌĞƋƵŝƌŝŶŐƚƌĂĨĨŝĐĐŽŶƚƌŽů
ƐŚĂůůĐŽŵŵĞŶĐĞƉƌŝŽƌƚŽŝƐƐƵĂŶĐĞŽĨƐĂŝĚƉĞƌŵŝƚ͘
ϰ͘Ϯϵ͘Ϯ^/'E^͕ZZ/^͕E>/EdKZ^
dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůƉƌŽǀŝĚĞĂŶĚŝŶƐƚĂůůďĂƌƌŝĐĂĚĞƐ͕ĚĞůŝŶĞĂƚŽƌƐ͕ǁĂƌŶŝŶŐĚĞǀŝĐĞƐĂŶĚĐŽŶƐƚƌƵĐƚŝŽŶƐŝŐŶƐŝŶ
ĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞĐƵƌƌĞŶƚĂůŝĨŽƌŶŝĂ:ŽŝŶƚhƚŝůŝƚLJdƌĂĨĨŝĐŽŶƚƌŽůDĂŶƵĂů;:hdDͿƉƵďůŝƐŚĞĚďLJƚŚĞĂůŝĨŽƌŶŝĂ
/ŶƚĞƌͲhƚŝůŝƚLJŽŽƌĚŝŶĂƚŝŶŐŽŵŵŝƚƚĞĞ͕ƚŚĞtŽƌŬƌĞĂdƌĂĨĨŝĐŽŶƚƌŽů,ĂŶĚŬ;td,ͿĂŶĚƚŚĞĐƵƌƌĞŶƚ
ĂůƚƌĂŶƐDĂŶƵĂůŽĨdƌĂĨĨŝĐŽŶƚƌŽůƐĨŽƌŽŶƐƚƌƵĐƚŝŽŶĂŶĚDĂŝŶƚĞ ŶĂŶĐĞtŽƌŬŽŶĞƐƵŶůĞƐƐŽƚŚĞƌǁŝƐĞĂƉƉƌŽǀĞĚ
ďLJƚŚĞŶŐŝŶĞĞƌ͘ƵƌŝŶŐĂĚǀĞƌƐĞǁĞĂƚŚĞƌŽƌƵŶƵƐƵĂůƚƌĂĨĨŝĐŽƌǁŽƌŬŝŶŐĐŽŶĚŝƚŝŽŶƐĂĚĚŝƚŝŽŶĂůƚƌĂĨĨŝĐĚĞǀŝĐĞƐ
ƐŚĂůůďĞƉůĂĐĞĚĂƐĚŝƌĞĐƚĞĚďLJƚŚĞŶŐŝŶĞĞƌ͘
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Packet Pg. 392 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϮϲŽĨϰϯ
ϰ͘Ϯϵ͘ϯdZ/E/E'
hƉŽŶĂǁĂƌĚŽĨƚŚĞĐŽŶƚƌĂĐƚĂŶĚďĞĨŽƌĞǁŽƌŬĐĂŶďĞŐŝŶǁŝƚŚŝŶƚŚĞƉƵďůŝĐƌŝŐŚƚͲŽĨͲǁĂLJ͕ƚŚĞĐŽŶƚƌĂĐƚŽƌƐŚĂůů
ƉƌŽǀŝĚĞǁƌŝƚƚĞŶƉƌŽŽĨŽĨǁŽƌŬnjŽŶĞƐĂĨĞƚLJƚƌĂŝŶŝŶŐŽĨĂůůƐƵƉĞƌǀŝƐŽƌLJƐƚĂĨĨ͘dŚĞĐŽŶƚƌĂĐƚŽƌǁŝůůďĞƌĞƐƉŽŶƐŝďůĞ
ĨŽƌĂůůǁŽƌŬnjŽŶĞƐĂĨĞƚLJŝŶƐƉĞĐƚŝŽŶƐĂŶĚƌĞŐƵůĂƌƚƌĂŝŶŝŶŐŽĨĂůůƐƚĂĨĨƐĞƚƚŝŶŐƵƉĂŶLJƚƌĂĨĨŝĐĐŽŶƚƌŽů͘
WZhE/E'ʹ'EZ>ZYh/ZDEd^
;ĂͿWƌƵŶŝŶŐƐŚĂůůďĞŝŶƐƚƌŝĐƚĂĐĐŽƌĚĂŶĐĞǁŝƚŚĂůůƐƚĂŶĚĂƌĚƐĂŶĚŵĞƚŚŽĚƐĂƐƉƌĞƐĐƌŝďĞĚďLJƚŚĞ
/ŶƚĞƌŶĂƚŝŽŶĂů^ŽĐŝĞƚLJŽĨƌďŽƌŝĐƵůƚƵƌĞ;ƉƉĞŶĚŝdžͿ͘
;ďͿdŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůƉƌƵŶĞƚŽƌĞƚĂŝŶƚŚĞŶĂƚƵƌĂůƐƚƌƵĐƚƵƌĞŽĨĞĂĐŚƚƌĞĞƐƉĞĐŝĞƐ͕ƵŶůĞƐƐŽƚŚĞƌǁŝƐĞ
ĚŝƌĞĐƚĞĚďLJƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌ͕ĂŶĚŚĂǀĞƚŚĞŬŶŽǁůĞĚŐĞĂŶĚĂďŝůŝƚLJƚŽĚĞƚĞƌŵŝŶĞ
ĞĂĐŚƚƌĞĞƐƉĞĐŝĞƐƌĞƐƉŽŶƐĞƚŽƉƌƵŶŝŶŐ͘ WƌƵŶŝŶŐƉĂƚƚĞƌŶƐ ƐŚĂůůďĞĐŽŶƐŝƐƚĞŶƚƐŽ ƚŚĂƚǀŝƐƵĂů
ĐŽŶƚŝŶƵŝƚLJŝƐŵĂŝŶƚĂŝŶĞĚ͕ĂŶĚƚŚĞǀĂůƵĞŽĨĂůůŝƚLJƚƌĞĞƐƉƌƵŶĞĚŝƐŝŶĐƌĞĂƐĞĚ͘
;ĐͿdŚĞƵƐĞŽĨĐŚĂŝŶƐĂǁƐƐŚĂůůďĞƌĞƐƚƌŝĐƚĞĚƚŽƚŚŽƐĞĐƵƚƐƚŚĂƚĐĂŶŶŽƚďĞŵĂĚĞǁŝƚŚŚLJĚƌĂƵůŝĐ͕
ƉŶĞƵŵĂƚŝĐ͕ŽƌŵĂŶƵĂůůLJŽƉĞƌĂƚĞĚůŽƉƉŝŶŐƐŚĞĂƌƐ͘ůůďůĂĚĞƐ͕ĐŚĂŝŶƐĂŶĚŽƚŚĞƌĐƵƚƚŝŶŐĚĞǀŝĐĞƐ
ƐŚĂůůďĞŬĞƉƚƐŚĂƌƉĞŶĞĚ͕ƚŽŵĂŬĞĂĐůĞĂŶĨŝŶĂůĐƵƚ͕ǁŝƚŚƚŚĞďĂƌŬŝŶƚĂĐƚĂŶĚĨƌĞĞĨƌŽŵƐƚƌŝƉƉŝŶŐ
ŽƌƐŚƌĞĚĚŝŶŐ͘tŽƵŶĚĚƌĞƐƐŝŶŐƐĂƌĞŶŽƚƉĞƌŵŝƚƚĞĚ͘
;ĚͿWƌƵŶŝŶŐĐƵƚƐƐŚĂůůďĞŵĂĚĞĐĂƌĞĨƵůůLJĂŶĚĂƚƚŚĞƉƌŽƉĞƌůŽĐĂƚŝŽŶ͖ƚŚŝƐǁŝůůďĞďĂĐŬƚŽƚŚĞƉĂƌĞŶƚ
ďƌĂŶĐŚŽƌƚƌƵŶŬ͕ũƵƐƚƚŽƚŚĞŽƵƚƐŝĚĞŽĨƚŚĞďƌĂŶĐŚĐŽůůĂƌĂŶĚďƌĂŶĐŚďĂƌŬƌŝĚŐĞ͘
;ĞͿƌĂŶĐŚĐƵƚƐƐŚĂůůďĞŬĞƉƚĂƐƐŵĂůůĂƐƉŽƐƐŝďůĞƚŽƉƌĞǀĞŶƚĞdžĐĞƐƐŝǀĞĚĞĐĂLJ͘EŽůŝǀĞďƌĂŶĐŚŐƌĞĂƚĞƌ
ƚŚĂŶĞŝŐŚƚ;ϴͿŝŶĐŚĞƐŝŶĚŝĂŵĞƚĞƌ;ŵĞĂƐƵƌĞĚĂƚƚŚĞďĂƐĞŽĨƚŚĞďƌĂŶĐŚͿƐŚĂůůďĞƌĞŵŽǀĞĚǁŝƚŚŽƵƚ
ĂƵƚŚŽƌŝnjĂƚŝŽŶĨƌŽŵƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌ͕ƵŶůĞƐƐƐĂŝĚďƌĂŶĐŚŝƐǁĞĂŬůLJĂƚƚĂĐŚĞĚŽƌ
ŚĂƐŽƚŚĞƌƐŝŐŶŝĨŝĐĂŶƚĚĞĨĞĐƚ͘
;ĨͿ>ŝŵďƐ͕ŵĞĂƐƵƌŝŶŐƚǁŽ;ϮͿŝŶĐŚĞƐŽƌŐƌĞĂƚĞƌŝŶĚŝĂŵĞƚĞƌ͕ƐŚĂůůďĞƌĞŵŽǀĞĚƵƐŝŶŐƚŚĞƚŚƌĞĞͲĐƵƚ
ŵĞƚŚŽĚ;ƉƉĞŶĚŝdžͿ͘
;ŐͿtŚĞŶƉƌƵŶŝŶŐŵĂƚƵƌĞƚƌĞĞƐ͕ŶŽŵŽƌĞƚŚĂŶƚǁĞŶƚLJͲĨŝǀĞ;ϮϱͿƉĞƌĐĞŶƚŽĨƚŚĞůĞĂĨͲďĞĂƌŝŶŐĐĂŶŽƉLJ
ƐŚŽƵůĚďĞƌĞŵŽǀĞĚ͘>ŝǀĞKĂŬƐĂƌĞůŝŵŝƚĞĚƚŽƚĞŶ;ϭϬͿƉĞƌĐĞŶƚ͘
;ŚͿtŚĞŶƌĞĚƵĐŝŶŐƚŚĞůĞŶŐƚŚŽĨĂůŝŵďďĂĐŬƚŽĂůĂƚĞƌĂůďƌĂŶĐŚ͕ƚŚĞůĂƚĞƌĂůƐŚŽƵůĚďĞĂƚůĞĂƐƚŽŶĞͲ
ƚŚŝƌĚƚŚĞĚŝĂŵĞƚĞƌŽĨƚŚĞƉŽƌƚŝŽŶƌĞŵŽǀĞĚ͘
;ŝͿzŽƵŶŐƚƌĞĞƐƐŚĂůůďĞƉƌƵŶĞĚƉƌŝŵĂƌŝůLJƚŽŝŵƉƌŽǀĞƐƚƌƵĐƚƵƌĞ;ƉƉĞŶĚŝdžͿ͘
;ũͿWƌŝǀĂƚĞƚƌĞĞƐĞŶĐƌŽĂĐŚŝŶŐƵƉŽŶĂŝƚLJƐŝĚĞǁĂůŬŽƌƐƚƌĞĞƚ͕ĂŶĚĂƌĞŶŽƚƉƌŽǀŝĚŝŶŐƉƌŽƉĞƌŚĞŝŐŚƚ
ĐůĞĂƌĂŶĐĞƌĞƋƵŝƌĞŵĞŶƚƐ͕ƐŚĂůůďĞƌĂŝƐĞĚŽŶƚŚĞƐƚƌĞĞƚͲƐŝĚĞŽŶůLJƚŽŵŝƚŝŐĂƚĞŶƵŝƐĂŶĐĞŽƌŚĂnjĂƌĚ͘
dŚĞĐŽƐƚƐŚĂůůďĞĂĚũƵƐƚĞĚƚŽŽŶĞŚĂůĨƚŚĂƚĨŽƌĐŽŵƉůĞƚĞƌĂŝƐĞ͘
;ŬͿdŚĞƵƐĞŽĨĐůŝŵďŝŶŐƐƉƵƌƐ͕ŐĂĨĨƐ͕ŽƌĂŶLJŽƚŚĞƌĐůŝŵďŝŶŐĚĞǀŝƐĞƚŚĂƚĐĂƵƐĞƐƉƵŶĐƚƵƌĞǁŽƵŶĚƐŝƐ
9.c
Packet Pg. 393 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϮϳŽĨϰϯ
ƉƌŽŚŝďŝƚĞĚ͕ĞdžĐĞƉƚĨŽƌĂĞƌŝĂůƌĞƐĐƵĞĞĨĨŽƌƚƐ͕ŽƌĚƵƌŝŶŐƌĞŵŽǀĂůƐ͘
;ůͿdŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůŶŽƚƉƌƵŶĞĂŶLJƚƌĞĞ;ƐͿ͕ǁŚŝĐŚŚĂǀĞďĞĞŶƉƌƵŶĞĚďLJĂƌĞƐŝĚĞŶƚŽƌŚŽŵĞŽǁŶĞƌ
ĂŶĚŚĂǀĞďĞĞŶƚƌĂŝŶĞĚ͕ĐƵƚ͕ŽƌƐŚĞĂƌĞĚŝŶƐƵĐŚĂǁĂLJƚŽĨŽƌŵĂŚĞĚŐĞ͕ĞƐƉĂůŝĞƌ͕ŽƌƉŝĐƚƵƌĞƐƋƵĞ
ƐŚĂƉĞ͕ĂŶĚŚĂǀĞŶŽƚďĞĞŶƚƌĂŝŶĞĚŝŶƚŚĞŶŽƌŵĂůůĂŶĚƐĐĂƉĞƐŚĂĚĞƚƌĞĞƐƚĂŶĚĂƌĚŽĨƉƌƵŶŝŶŐ͘^ƵĐŚ
ƚƌĞĞƐƐŚĂůůŶŽƚďĞƌĞĐŽƌĚĞĚŽŶƚŚĞǁŽƌŬůŝƐƚ͘dŚĞƐĞƚƌĞĞƐĂƌĞƚŽďĞŶŽƚĞĚ͕ĂŶĚƚŚĞŽŶƚƌĂĐƚŽƌ
ƐŚĂůůŝŶĨŽƌŵƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌŽĨƚŚĞŵďLJĂĚĚƌĞƐƐ͘
;ŵͿŶLJŝŶĂƉƉƌŽƉƌŝĂƚĞƉŝĞĐĞŽĨŵĞƚĂů͕ǁŝƌĞ͕ƌƵďďĞƌ͕ǁŽŽĚ͕ŽƌŽƚŚĞƌŵĂƚĞƌŝĂůƚŚĂƚŝƐĚĂŵĂŐŝŶŐƚŚĞ
ŐƌŽǁŝŶŐƚŝƐƐƵĞŽĨĂƚƌĞĞŽƌƉƌĞĚŝƐƉŽƐĞƐƚŚĞƚƌĞĞƚŽŝƌƌĞƉĂƌĂďůĞĚĂŵĂŐĞŝŶƚŚĞĨƵƚƵƌĞ͕ƐŚĂůůďĞ
ƌĞŵŽǀĞĚ͘/ĨŝƚŝƐĚĞƚĞƌŵŝŶĞĚƚŚĂƚƚŚĞŵĂƚĞƌŝĂůĐĂŶŶŽƚďĞƌĞŵŽǀĞĚǁŝƚŚŽƵƚĨƵƌƚŚĞƌĚĂŵĂŐĞƚŽ
ƚŚĞŐƌŽǁŝŶŐƚŝƐƐƵĞŽĨƚŚĞƚƌĞĞ͕ŝƚƐŚĂůůŶŽƚďĞƌĞŵŽǀĞĚ͕ďƵƚŶĞĐĞƐƐĂƌLJĂĐƚŝŽŶƐƐŚĂůůďĞƚĂŬĞŶƚŽ
ƌĞĚƵĐĞƚŚĞŝŵƉĂĐƚŽĨƚŚŝƐŵĂƚĞƌŝĂůƚŽƚŚĞƚƌĞĞďLJĐƵƚƚŝŶŐŽƵƚĂƐŵƵĐŚŽĨƚŚĞĞdžƉŽƐĞĚƐƵƌĨĂĐĞŽĨ
ŝƚĂƐƉŽƐƐŝďůĞ͘
;ŶͿsŝŶĞƐƚŚĂƚĂƌĞĞŶƚǁŝŶĞĚŽŶƚŚĞƚƌƵŶŬŽƌƚŚƌŽƵŐŚŽƵƚƚŚĞůŝŵďƐƚƌƵĐƚƵƌĞƐŚĂůůďĞƌĞŵŽǀĞĚǁŝƚŚ
ĐĂƵƚŝŽŶ͕ĂǀŽŝĚŝŶŐŝŶũƵƌLJƚŽƚƌĞĞ͘
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dŚĞĨŽůůŽǁŝŶŐĨŽƵƌǁŽƌŬƚLJƉĞĚĞƐĐƌŝƉƚŝŽŶƐŵĂLJďĞĂƐƐŝŐŶĞĚƚŽƚŚĞŽŶƚƌĂĐƚŽƌ͘ůůŐĞŶĞƌĂůƌĞƋƵŝƌĞŵĞŶƚƐĨŽƌ
ƉƌƵŶŝŶŐ͕ĂƐĚĞƐĐƌŝďĞĚŝŶƐĞĐƚŝŽŶϱϭϰ͕ƐŚĂůůďĞĨŽůůŽǁĞĚ͘
;ĂͿ'ƌŝĚWƌƵŶŝŶŐʹ'ƌŝĚƉƌƵŶŝŶŐŵĞĂŶƐƌŽƵƚŝŶĞƚƌĞĞƉƌƵŶŝŶŐƉĞƌƉƌĞͲĚĞƐŝŐŶĂƚĞĚĚŝƐƚƌŝĐƚƐͬŐƌŝĚƐŽŶĂ
ƐĐŚĞĚƵůĞĚ ĐLJĐůĞ Žƌ ĂŶLJ ŐƌŽƵƉŝŶŐ ŽĨ ƐĞǀĞŶ ;ϳͿ Žƌ ŵŽƌĞ ƚƌĞĞƐ ŶĞĂƌ ŽŶĞ ĂŶŽƚŚĞƌ͕ ǁŝƚŚŝŶ ĂŶ
ĂƉƉƌŽdžŝŵĂƚĞϮϬϬͲLJĂƌĚƌĂĚŝƵƐ͕ĂŶĚƐŚĂůůďĞƉĂŝĚĂƐŐƌŝĚƉƌƵŶŝŶŐĞǀĞŶǁŚĞŶŽĨĨƚŚĞƌĞŐƵůĂƌůLJ
ƐĐŚĞĚƵůĞĚĚŝƐƚƌŝĐƚͬŐƌŝĚƉůĂŶ͘dŚĞƉƌŝĐĞƉĂŝĚĨŽƌŐƌŝĚƉƌƵŶŝŶŐƐŚĂůůďĞĂƐƐƉĞĐŝĨŝĞĚŝŶ^ĞĐƚŝŽŶϰ͘ϭϮ;Ϳ͘
;ďͿ&ƵůůWƌƵŶŝŶŐͲdŚĞŽďũĞĐƚŝǀĞŝƐƚŽŝŵƉƌŽǀĞƚƌĞĞƐƚƌƵĐƚƵƌĞ͕ƌĞĚƵĐĞǁŝŶĚƐĂŝůĞĨĨĞĐƚ͕ĂůůŽǁĨŽƌ
ŝŵƉƌŽǀĞĚůŝŐŚƚƉĞŶĞƚƌĂƚŝŽŶ͕ƉƌŽǀŝĚĞƉƌŽƉĞƌĐůĞĂƌĂŶĐĞƐ͕ĂŶĚƚŽƌĞŵŽǀĞĚĞĂĚŽƌŽƚŚĞƌƵŶĚĞƐŝƌĂďůĞ
ůŝŵďƐ͘
^ĞůĞĐƚŝǀĞƉƌƵŶŝŶŐƐŚĂůůďĞŝŵƉůĞŵĞŶƚĞĚ͖ĂŶLJŽƌĂůůƉƌƵŶŝŶŐƚĞĐŚŶŝƋƵĞƐƐŚĂůůďĞĂƉƉůŝĞĚĚĞƉĞŶĚŝŶŐ
ŽŶƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨĞĂĐŚƚƌĞĞ͘dŚĞƐĞŝŶĐůƵĚĞ͕ƐƚƌƵĐƚƵƌĂůƉƌƵŶŝŶŐ͕ĐƌŽǁŶĐůĞĂŶŝŶŐ͕ĐƌŽǁŶ
ƚŚŝŶŶŝŶŐ͕ĐƌŽǁŶƌĞĚƵĐƚŝŽŶ͕ĐƌŽǁŶƌĂŝƐĞĂŶĚĐƌŽǁŶƌĞƐƚŽƌĂƚŝŽŶ͘
;ĐͿƌŽǁŶZĂŝƐĞͲ/ŶĂƌĞĂƐǁŚĞƌĞƌĂŝƐĞƐĂƌĞƐƉĞĐŝĨŝĞĚ͕ŶŽŽƚŚĞƌƚLJƉĞŽĨƉƌƵŶŝŶŐƐŚĂůůďĞĚŽŶĞ͘ĐƌŽǁŶ
ƌĂŝƐĞŝƐƌĞŵŽǀĂůŽĨůŽǁĞƌďƌĂŶĐŚĞƐŽŶůLJ͕ƚŽƉƌŽǀŝĚĞƉƌŽƉĞƌŚĞŝŐŚƚĐůĞĂƌĂŶĐĞ͘&ŽƵƌƚĞĞŶĂŶĚŽŶĞͲ
ŚĂůĨ;ϭϰ͘ϱͿĨĞĞƚĐůĞĂƌĂŶĐĞŝƐƌĞƋƵŝƌĞĚŽǀĞƌƐƚƌĞĞƚƐ͕ǁŚĞƌĞĂƉƉůŝĐĂďůĞ͘EŝŶĞ;ϵͿĨĞĞƚĐůĞĂƌĂŶĐĞŝƐ
ƌĞƋƵŝƌĞĚŽǀĞƌƉĂƌŬǁĂLJƐĂŶĚƐŝĚĞǁĂůŬƐ͘ůĞǀĞŶ;ϭϭͿĨĞĞƚĐůĞĂƌĂŶĐĞŝƐƌĞƋƵŝƌĞĚŽǀĞƌĞƋƵĞƐƚƌŝĂŶ
ƚƌĂŝůƐ͘dŽĂǀŽŝĚĚĞƐƚƌŽLJŝŶŐƚŚĞŶĂƚƵƌĂůƐƚƌƵĐƚƵƌĞŽĨƐŵĂůůƚƌĞĞƐ͕ƚŚĞLJƐŚĂůůŶŽƚďĞƌĂŝƐĞĚƚŽƚŚĞĂĨŽƌĞͲ
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ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϮϴŽĨϰϯ
ŵĞŶƚŝŽŶĞĚ ƐƉĞĐŝĨŝĐĂƚŝŽŶƐ͘ /ŶƐƚĞĂĚ͕ ƐƵĐŚ ƚƌĞĞƐ ƐŚĂůů ďĞ ƉƌƵŶĞĚ ƚŽ ƌĞĚƵĐĞ ƚŚĞ ůĞŶŐƚŚ ŽĨ ƚŚĞ
ŽďƐƚƌƵĐƚŝŶŐůŝŵďƐ͘
;ĚͿƌŽǁŶůĞĂŶŝŶŐͲ/ŶĂƌĞĂƐǁŚĞƌĞĐůĞĂŶŝŶŐŝƐƐƉĞĐŝĨŝĞĚ͕ŶŽŽƚŚĞƌƚLJƉĞŽĨƉƌƵŶŝŶŐƐŚĂůůďĞĚŽŶĞ͘
ƌŽǁŶĐůĞĂŶŝŶŐŝƐƚŚĞƌĞŵŽǀĂůŽĨĚĞĂĚ͕ĚLJŝŶŐ͕ĚŝƐĞĂƐĞĚ͕ďƌŽŬĞŶĂŶĚǁĞĂŬůLJĂƚƚĂĐŚĞĚďƌĂŶĐŚĞƐ͘
ƌŽǁŶĐůĞĂŶŝŶŐƐŚĂůůĂůƐŽŝŶĐůƵĚĞĐƌŽǁŶƌĂŝƐĞ͕ǁŚĞŶŶĞĞĚĞĚƚŽƉƌŽǀŝĚĞƉƌŽƉĞƌĐůĞĂƌĂŶĐĞ͘
;ĞͿƌŽǁŶZĞĚƵĐƚŝŽŶͲ/ŶĂƌĞĂƐǁŚĞƌĞŚĞŝŐŚƚŝƐƐƵĞƐĂƌĞƐƉĞĐŝĨŝĞĚ͕ŶŽŽƚŚĞƌƚLJƉĞŽĨƉƌƵŶŝŶŐƐŚĂůůďĞ
ĚŽŶĞ͘ƌŽǁŶƌĞĚƵĐƚŝŽŶŝƐƵƐĞĚƚŽƌĞĚƵĐĞƚŚĞŚĞŝŐŚƚĂŶĚͬŽƌƐƉƌĞĂĚŽĨĂƚƌĞĞ͘dŚŝŶŶŝŶŐĐƵƚƐĂƌĞ
ŵŽƐƚĞĨĨĞĐƚŝǀĞŝŶŵĂŝŶƚĂŝŶŝŶŐƚŚĞƐƚƌƵĐƚƵƌĂůŝŶƚĞŐƌŝƚLJĂŶĚŶĂƚƵƌĂůĨŽƌŵŽĨĂƚƌĞĞĂŶĚŝŶĚĞůĂLJŝŶŐ
ƚŚĞƚŝŵĞǁŚĞŶŝƚǁŝůůŶĞĞĚƚŽďĞƉƌƵŶĞĚĂŐĂŝŶ͘dŚĞůĂƚĞƌĂůƚŽǁŚŝĐŚĂďƌĂŶĐŚŽƌƚƌƵŶŬŝƐĐƵƚƐŚŽƵůĚ
ďĞĂƚůĞĂƐƚŽŶĞͲŚĂůĨƚŚĞĚŝĂŵĞƚĞƌŽĨƚŚĞĐƵƚƚŽďĞŵĂĚĞ͘
;ĨͿWĂůŵWƌƵŶŝŶŐʹWĂůŵĨƌŽŶĚƐĂƌĞƚŽďĞƌĞŵŽǀĞĚƐŽƚŚĂƚĂϵϬͲĚĞŐƌĞĞĂŶŐůĞŝƐĂĐŚŝĞǀĞĚ͘dŚĞĂŶŐůĞ
ƐŚĂůůďĞŵĞĂƐƵƌĞĚĨƌŽŵƚŚĞŚŽƌŝnjŽŶƚĂůĂdžŝƐŽĨƚŚĞŐƌŽǁŝŶŐƉŽŝŶƚďĂƐĞ͘
ůůĚĞĂĚĨƌŽŶĚƐ͕ĨůŽǁĞƌƐƚĂůŬƐĂŶĚĨƌƵŝƚƐƚĂůŬƐƐŚĂůůďĞƌĞŵŽǀĞĚĂŶĚĐƵƚĂƐĐůŽƐĞƚŽƚŚĞŝƌďĂƐĞĂƐ
ƉŽƐƐŝďůĞǁŝƚŚŽƵƚĚĂŵĂŐŝŶŐĂĚũĂĐĞŶƚĨƌŽŶĚƐŽƌƚƌƵŶŬƚŝƐƐƵĞ͘>ŽŽƐĞƉĞƚŝŽůĞƐĨƌŽŵƉƌĞǀŝŽƵƐƉƌƵŶŝŶŐ
ŽƉĞƌĂƚŝŽŶƐƐŚĂůůďĞƌĞŵŽǀĞĚĐĂƌĞĨƵůůLJ͘
tŚĞŶƉƌƵŶŝŶŐƉĂůŵƐŝŶƚŚĞWŚŽĞŶŝdžŐĞŶƵƐŝƚŝƐŝŵƉĞƌĂƚŝǀĞƚŽƐƚĞƌŝůŝnjĞĂůůƉƌƵŶŝŶŐĞƋƵŝƉŵĞŶƚ;ĂƐ
ĚĞƐĐƌŝďĞĚŝŶƐĞĐƚŝŽŶϰ͘ϮϱƚŽĂǀŽŝĚƉŽƐƐŝďůĞƚƌĞĞͲƚŽͲƚƌĞĞƚƌĂŶƐŵŝƐƐŝŽŶŽĨƚŚĞĚŝƐĞĂƐĞ&ƵƐĂƌŝƵŵ
ŽdžLJƐƉŽƌƵŵ͘
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tŚĞŶƉĞƌĨŽƌŵŝŶŐĂŶLJŽĨƚŚĞĨŽƵƌƉƌƵŶŝŶŐǁŽƌŬƚLJƉĞƐ͕ŵĞŶƚŝŽŶĞĚŝŶƐĞĐƚŝŽŶϰ͘ϯϭ͕ŝƚŝƐŝŵƉĞƌĂƚŝǀĞƚŽĞŵƉůŽLJ
ƐĞůĞĐƚŝǀĞƉƌƵŶŝŶŐƚŽƉƌĞǀĞŶƚŽǀĞƌƉƌƵŶŝŶŐ͘/ĨĂŶLJƚƌĞĞŝŶĂŶĂƐƐŝŐŶĞĚĂƌĞĂƌĞƋƵŝƌĞƐĂůĞƐƐĞƌĂŵŽƵŶƚŽĨƉƌƵŶŝŶŐ
ƚŚĂŶǁŚĂƚŚĂƐďĞĞŶĂƐƐŝŐŶĞĚ͕ŽŶůLJƚŚĂƚǁŚŝĐŚŝƐŶĞĐĞƐƐĂƌLJǁŝůůďĞƉĞƌĨŽƌŵĞĚ͘
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;ĂͿůůƚƌĞĞƌĞŵŽǀĂůŽƉĞƌĂƚŝŽŶƐƐŚĂůůďĞŝŶƐƚƌŝĐƚĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞŵĞƚŚŽĚƐƉƌĞƐĐƌŝďĞĚďLJƚŚĞ
/ŶƚĞƌŶĂƚŝŽŶĂů^ŽĐŝĞƚLJŽĨƌďŽƌŝĐƵůƚƵƌĞ͘
;ďͿdƌĞĞƐĚĞƐŝŐŶĂƚĞĚĨŽƌƌĞŵŽǀĂůďLJƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌǁŝůůďĞŵĂƌŬĞĚǁŝƚŚĂKd͕ƵƐŝŶŐ
ǁŚŝƚĞƉĂŝŶƚ͕ŽŶƚŚĞƚƌƵŶŬ͕ũƵƐƚĂďŽǀĞƚŚĞƌŽŽƚĐŽůůĂƌŽĨƚŚĞƚƌĞĞ͘/ĨĨŽƌĂŶLJƌĞĂƐŽŶƚŚĞƌĞŝƐĚŽƵďƚ
9.c
Packet Pg. 395 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϮϵŽĨϰϯ
ƌĞŐĂƌĚŝŶŐƚŚĞƚƌĞĞƐ;ƐͿƚŽďĞƌĞŵŽǀĞĚ͕ƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌǁŝůůďĞĐŽŶƚĂĐƚĞĚďĞĨŽƌĞ
ǁŽƌŬĐŽŵŵĞŶĐĞƐ͘
;ĐͿ&ĞůůŝŶŐŝƐƉĞƌŵŝƚƚĞĚƉƌŽǀŝĚŝŶŐŝƚĐĂŶďĞƐĂĨĞůLJĂĐŚŝĞǀĞĚǁŝƚŚŽƵƚĞŶĚĂŶŐĞƌŝŶŐƐƵƌƌŽƵŶĚŝŶŐƉƌŽƉĞƌƚLJ
ĂŶĚǁŝůůŶŽƚŝŶƚĞƌĨĞƌĞǁŝƚŚǀĞŚŝĐƵůĂƌƚƌĂĨĨŝĐ͘ƚĂŐůŝŶĞ;ƐͿƐŚĂůůďĞƵƐĞĚƚŽĚŝƌĞĐƚĨĂůůĂůǁĂLJƐ͘ůů
ďLJƐƚĂŶĚĞƌƐƐŚĂůůďĞŬĞƉƚĂƚĂƐĂĨĞĚŝƐƚĂŶĐĞĨƌŽŵƚŚĞǁŽƌŬƐŝƚĞ͘
;ĚͿdƌĞĞƐƚŽŽůĂƌŐĞƚŽĨĞůůƐŚĂůůďĞƌĞŵŽǀĞĚŝŶƐĞĐƚŝŽŶƐ͘ĂĐŚƐĞĐƚŝŽŶƐŚĂůůďĞĐƵƚŝŶƚŽĂƐŝnjĞƚŚĂƚĐĂŶďĞ
ŚĂŶĚůĞĚĞĂƐŝůLJĂŶĚƐĂĨĞůLJďLJŽŶĞƚƌĞĞǁŽƌŬĞƌ͘/ĨƐĞĐƚŝŽŶŝƐƚŽŽŚĞĂǀLJĨŽƌŽŶĞǁŽƌŬĞƌ͕ŝƚƐŚĂůůďĞƌŝŐŐĞĚ
ĂŶĚůŽǁĞƌĞĚƚŽƚŚĞŐƌŽƵŶĚ͘dŚĞŵĞĂŶƐŽĨůŽǁĞƌŝŶŐƐŚĂůůďĞĂĐĐĞƉƚĂďůĞƚŽƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐ
ŝƌĞĐƚŽƌ͘
;ĞͿ^ƚƵŵƉŐƌŝŶĚŝŶŐƐŚĂůůďĞŝŶĐŽƌƉŽƌĂƚĞĚǁŝƚŚƚŚĞƌĞŵŽǀĂůŽĨƚŚĞƚƌĞĞĂŶĚƉĞƌĨŽƌŵĞĚŽŶƚŚĞƐĂŵĞĚĂLJ͘
dŚĞƵŶĚĞƌŐƌŽƵŶĚƐĞƌǀŝĐĞĂůĞƌƚƌĞŐŝŽŶĂůŶŽƚŝĨŝĐĂƚŝŽŶĐĞŶƚĞƌ;ŝŐůĞƌƚͿŵƵƐƚďĞĐĂůůĞĚƉƌŝŽƌƚŽƚŚĞ
ƐƚĂƌƚŽĨƚŚĞƌĞŵŽǀĂůůŝƐƚ͕ƚŽĂůůŽǁĞŶŽƵŐŚƚŝŵĞĨŽƌĞĂĐŚƐŝƚĞƚŽďĞŵĂƌŬĞĚďĞĨŽƌĞǁŽƌŬďĞŐŝŶƐ͘
;ĨͿdŚĞĚĞƉƚŚŽĨƐƚƵŵƉŐƌŝŶĚƐŚĂůůďĞŶŽůĞƐƐƚŚĂŶĞŝŐŚƚĞĞŶ;ϭϴͿŝŶ ĐŚĞƐďĞůŽǁůŽǁĞƐƚƐƵƌĨĂĐĞŐƌĂĚĞ͘dŚĞ
ŐƌŝŶĚƐŚĂůůĐŽŵƉƌŝƐĞƚŚĞĞŶƚŝƌĞƐƚƵŵƉďĞůŽǁƐŽŝůƐƵƌĨĂĐĞĂŶĚĂŶLJƵƉůŝĨƚĞĚƉŽƌƚŝŽŶŽĨƚŚĞƐŽŝůĐĂƵƐĞĚ
ďLJƚŚĞƌŽŽƚĨůĂƌĞ͘džƉŽƐĞĚƌŽŽƚƐ͕ǁŚĞƚŚĞƌŝŶƚŚĞƉƵďůŝĐƌŝŐŚƚŽĨǁĂLJŽƌƉƌŝǀĂƚĞƉƌŽƉĞƌƚLJ͕ƐŚĂůůďĞ
ƚƌĂĐĞĚĂŶĚŐƌŽƵŶĚŽƌĐŚŽƉƉĞĚŽƵƚƚŽĂĚĞƉƚŚŽĨŶŽůĞƐƐƚŚĂŶĞŝŐŚƚ;ϴͿŝŶĐŚĞƐďĞůŽǁƚŚĞůŽǁĞƐƚ
ƐƵƌĨĂĐĞŐƌĂĚĞ͘/ĨŝƌƌŝŐĂƚŝŽŶŝƐĚĂŵĂŐĞĚŝƚƐŚĂůůďĞƌĞƉĂŝƌĞĚŝŵŵĞĚŝĂƚĞůLJ͘dŚĞƐŝƚĞƐŚĂůůďĞďĂĐŬĨŝůůĞĚ
ǁŝƚŚĂŵŝdžŽĨϲϬйƐŽŝůĂŶĚϰϬйŽĨƚŚĞƌĞŵĂŝŶŝŶŐǁŽŽĚĐŚŝƉƐ͖ƚŚĞŶĨŝƌŵůLJƚĂŵƉĞĚĚŽǁŶƚŽĂůůŽǁĨŽƌ
ĂƐůŝƚƚůĞƐĞƚƚůŝŶŐĂƐƉŽƐƐŝďůĞ͘ůůĞdžĐĞƐƐǁŽŽĚĐŚŝƉƐĂŶĚƐŽŝůƐŚĂůůďĞŚĂƵůĞĚĂǁĂLJ͘tŚĞŶĐŽŵƉůĞƚĞ͕
ƚŚĞǁŽƌŬƐŝƚĞƐŚĂůůďĞůĞǀĞůĂŶĚĂƚƚŚĞŽƌŝŐŝŶĂůƐŽŝůŐƌĂĚĞŽĨƚŚĞƐƵƌƌŽƵŶĚŝŶŐĂƌĞĂ͘
dZW>Ed/E'E^d</E'
;ĂͿdƌĞĞƐƉƵƌĐŚĂƐĞĚďLJƚŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůĐŽŵƉůLJǁŝƚŚƚŚĞƐƉĞĐŝĨŝĐĂƚŝŽŶƐƐĞƚĨŽƌƚŚŝŶƚŚĞ^ƚĂŶĚĂƌĚƐ
ĨŽƌWƵƌĐŚĂƐŝŶŐŽŶƚĂŝŶĞƌͲ'ƌŽǁŶ>ĂŶĚƐĐĂƉĞdƌĞĞƐ;ƉƉĞŶĚŝdžͿ͘
;ďͿůůƚƌĞĞƐƐŚĂůůďĞƉůĂŶƚĞĚĂĐĐŽƌĚŝŶŐƚŽƚŚĞ^ƚĂŶĚĂƌĚƐƉƌĞƐĐƌŝďĞĚďLJƚŚĞ/ŶƚĞƌŶĂƚŝŽŶĂů^ŽĐŝĞƚLJŽĨ
ƌďŽƌŝĐƵůƚƵƌĞ͘dŚĞŝƚLJƐƚĂŶĚĂƌĚĚƌĂǁŝŶŐĨŽƌƚƌĞĞƉůĂŶƚŝŶŐƐŚĂůůďĞĨŽůůŽǁĞĚ;ƉƉĞŶĚŝdž&Ϳ͘
;ĐͿdŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůĨŽůůŽǁƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŝŶƐĞĐƚŝŽŶϰ͘ϭϭ͕hEZ'ZKhE>ZdŽĨƚŚŝƐĐŽŶƚƌĂĐƚ
ďĞĨŽƌĞƚŚĞĞdžĐĂǀĂƚŝŽŶŽĨĂŶLJƚƌĞĞͲƉůĂŶƚŝŶŐƐŝƚĞ͘
;ĚͿWƌŝŽƌƚŽƉůĂŶƚŝŶŐ͕ƚŚĞŶĂƚƵƌĂůƌŽŽƚĨůĂƌĞŵƵƐƚďĞŝĚĞŶƚŝĨŝĞĚ͘ŶLJƐŽŝůƚŚĂƚŵĂLJďĞĐŽǀĞƌŝŶŐƚŚĞƌŽŽƚ
ĨůĂƌĞŵƵƐƚďĞƌĞŵŽǀĞĚ͘dŚĞƉůĂŶƚŝŶŐŚŽůĞƐŚĂůůďĞĚƵŐƚŽĂƐŝnjĞŽĨƚǁŽƚŝŵĞƐƚŚĞǁŝĚƚŚŽĨƚŚĞƌŽŽƚ
ďĂůů͕ůĞĂǀŝŶŐƚŚĞďŽƚƚŽŵĨŝƌŵ͕ƚŽƉƌĞǀĞŶƚƚŚĞƚƌĞĞĨƌŽŵƐĞƚƚůŝŶŐ͘dŚĞĐŽŶƚĂŝŶĞƌƐŚĂůůďĞƌĞŵŽǀĞĚ
ĐĂƌĞĨƵůůLJƚŽƉƌĞǀĞŶƚƌŽŽƚŽƌƐƚĞŵĚĂŵĂŐĞ͖ƚŚĞƚƌĞĞƐŚĂůůŶŽƚďĞƉƵůůĞĚďLJƚŚĞƐƚĞŵ͘/ĨƚŚĞĐŽŶƚĂŝŶĞƌ
ĚŽĞƐŶŽƚĐŽŵĞŽĨĨĞĂƐŝůLJ͕ŝƚƐŚĂůůďĞĐƵƚŽŶŽŶĞŽƌŵŽƌĞƐŝĚĞƐ͕ĨƌŽŵƚŽƉƚŽďŽƚƚŽŵ͕ƚŽĂůůŽǁŝƚƐ
ƌĞŵŽǀĂů͘ŝƌĐůŝŶŐƌŽŽƚƐƐŚĂůůďĞƐĞƉĂƌĂƚĞĚĂŶĚƐƉƌĞĂĚŽƵƚǁĂƌĚ͘ĞŶƐĞůLJŵĂƚƚĞĚƌŽŽƚƐƚŚĂƚĐĂŶŶŽƚ
ďĞƚĞĂƐĞĚĂƉĂƌƚƐŚĂůůďĞĐƵƚĐůĞĂŶůLJŝŶƚǁŽƉůĂĐĞƐ͘
9.c
Packet Pg. 396 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϯϬŽĨϰϯ
;ĞͿdŚĞƚƌĞĞƐŚĂůůďĞůŝĨƚĞĚďLJƚŚĞƌŽŽƚďĂůůŽŶůLJĂŶĚĐĂƌĞĨƵůůLJƉůĂĐĞĚŝŶƚŚĞƉůĂŶƚŝŶŐŚŽůĞ͘dŚĞƌŽŽƚďĂůů
ƐŚĂůůďĞŽƌŝĞŶƚĞĚƐŽƚŚĂƚƚŚĞƚƌĞĞƐƚĂŶĚƐǀĞƌƚŝĐĂů͕ǁŝƚŚƚŚĞƚŽƉŽĨƚŚĞƌŽŽƚďĂůůĂƉƉƌŽdžŝŵĂƚĞůLJŽŶĞƚŽ
ƚǁŽŝŶĐŚĞƐŚŝŐŚĞƌƚŚĂŶƚŚĞƐŽŝůŐƌĂĚĞ͘ĂĐŬĨŝůůƐŚĂůůďĞŶĂƚŝǀĞƐŽŝůŽŶůLJǁŝƚŚŶŽƌŽĐŬƐŐƌĞĂƚĞƌƚŚĂŶ
ƚŚƌĞĞŝŶĐŚĞƐĚŝĂŵĞƚĞƌ͘^ŽŝůƐŚĂůůŶŽƚďĞƉůĂĐĞĚŽŶƚŽƉŽĨƚŚĞƌŽŽƚďĂůů͘ŝƐƉůĂĐĞĂŝƌƉŽĐŬĞƚƐŝŶƚŚĞ
ďĂĐŬĨŝůůďLJŵŽĚĞƌĂƚĞůLJƚĂŵƉŝŶŐǁŝƚŚƐŚŽǀĞůŚĂŶĚůĞĂŶĚǁĂƚĞƌŝŶŐŝŶ͘ŚĞĐŬĨŽƌƐĞƚƚůŝŶŐĂŶĚĂĚĚ
ďĂĐŬĨŝůůŝĨŶĞĐĞƐƐĂƌLJ͘dŽĂǀŽŝĚĐŽŵƉĂĐƚŝŽŶŽĨƚŚĞƐŽŝů͕ĚŽŶŽƚƚĂŵƉƚŚĞďĂĐŬĨŝůůǁŝƚŚĞdžĐĞƐƐŝǀĞ
ƉƌĞƐƐƵƌĞŽƌƵƐĞďƌŽĂĚ͕ŚĞĂǀLJŽďũĞĐƚƐ͘
;ĨͿŶLJƚƌĞĞƚŚĂƚĐĂŶƐƚĂŶĚƵƉƌŝŐŚƚǁŝƚŚŽƵƚƐƵƉƉŽƌƚĂŶĚǁŽƵůĚďĞĂďůĞƚŽǁŝƚŚƐƚĂŶĚƉƌĞǀĂŝůŝŶŐǁŝŶĚƐ
ĂůŽŶŐǁŝƚŚLJĞĂƌůLJ^ĂŶƚĂŶĂǁŝŶĚŽĐĐƵƌƌĞŶĐĞƐƐŚĂůůŶŽƚďĞƐƚĂŬĞĚ͘
;ŐͿ/ĨƵƉŽŶĚĞƚĞƌŵŝŶŝŶŐĂƚƌĞĞĐĂŶŶŽƚƐƵƉƉŽƌƚŝƚƐĞůĨ͕ƚǁŽƐƚĂŬĞƐŽĨŐŽŽĚƋƵĂůŝƚLJƚƌĞĂƚĞĚůŽĚŐĞƉŽůĞƉŝŶĞ
ŶŽƚĞdžĐĞĞĚŝŶŐĞŝŐŚƚĨĞĞƚŝŶůĞŶŐƚŚĂŶĚŶŽŵŽƌĞƚŚĂŶƚǁŽĂŶĚŽŶĞͲŚĂůĨŝŶĐŚĞƐŝŶĚŝĂŵĞƚĞƌ͕ƐŚĂůůďĞ
ƵƐĞĚ͘dŚĞƐƚĂŬĞƐƐŚĂůůďĞƉůĂĐĞĚŝŶĂŶŽƌƚŚǁĞƐƚͬƐŽƵƚŚĞĂƐƚĐŽŶĨŝŐƵƌĂƚŝŽŶƚŽŐŝǀĞŵĂdžŝŵƵŵƐƵƉƉŽƌƚ
ĚƵƌŝŶŐŚĞĂǀLJǁŝŶĚĐŽŶĚŝƚŝŽŶƐĂŶĚƉůĂĐĞĚŽƵƚƐŝĚĞƚŚĞƌŽŽƚďĂůů͕ĂǀŽŝĚŝŶŐĂŶLJĚĂŵĂŐĞƚŽƌŽŽƚƐ͘^ƚĂŬĞƐ
ƐŚĂůůďĞƉŽƵŶĚĞĚĚŽǁŶƵŶƚŝůƐƵĨĨŝĐŝĞŶƚůLJƐƚĂďůĞ͘dŚĞƚŽƉŽĨƚŚĞƐƚĂŬĞƐŝŶƚĞƌĨĞƌŝŶŐǁŝƚŚďƌĂŶĐŚ
ƐƚƌƵĐƚƵƌĞƐŚĂůůďĞĐƵƚŽĨĨďĞůŽǁƚŚĞůŽǁĞƐƚďƌĂŶĐŚǁŚĞƌĞƚŚĞƚƌĞĞ͛ƐŐƌŽǁƚŚŚĂďŝƚƉĞƌŵŝƚƐ͘
;ŚͿdƌĞĞƐƐŚĂůůďĞƚŝĞĚƚŽƐƚĂŬĞƐƵƐŝŶŐƌƵďďĞƌĐŝŶĐŚƚŝĞƐ͕ƚŚŝƌƚLJͲƚǁŽŝŶĐŚĞƐŝŶůĞŶŐƚŚ͕ĂƚƚĂĐŚĞĚďLJĂ
ŵĞƚŚŽĚŽĨĂĨŝŐƵƌĞĞŝŐŚƚůŽŽƉďĞƚǁĞĞŶƚŚĞƚƌĞĞƚƌƵŶŬĂŶĚĞĂĐŚƐ ƚĂŬĞ͘dŝĞƐƐŚĂůůďĞĂƚƚĂĐŚĞĚƚŽƐƚĂŬĞƐ
ǁŝƚŚŐĂůǀĂŶŝnjĞĚŶĂŝůƐĚƌŝǀĞŶŝŶƚŽƚŚĞƐƚĂŬĞƐ͘ŵŝŶŝŵƵŵŽĨƚǁŽƚŝĞƐƐŚĂůůďĞƵƐĞĚ͕ƉůĂĐĞĚŚŝŐŚĞŶŽƵŐŚ
ŽŶƚŚĞƚƌƵŶŬƚŽƐƵƉƉŽƌƚƚŚĞĐƌŽǁŶ͘ĚĚŝƚŝŽŶĂůƚŝĞƐƐŚĂůůďĞƉůĂĐĞĚůŽǁĞƌŽŶƚŚĞƚƌƵŶŬŝĨŶĞĞĚĞĚƚŽ
ƐƚƌĂŝŐŚƚĞŶ͘dŝĞƐƐŚĂůůďĞƚĂƵŐŚƚĞŶŽƵŐŚƚŽƉƌĞǀĞŶƚƚƌƵŶŬĨƌŽŵƌƵďďŝŶŐĂŐĂŝŶƐƚƚŚĞƐƚĂŬĞƐ͕ďƵƚǁŝƚŚĂ
ŵŽĚĞƐƚĂŵŽƵŶƚŽĨƐůĂĐŬƚŽĂůůŽǁŵŽǀĞŵĞŶƚŽĨƚŚĞƚƌĞĞ͘dŝĞƐƐŚĂůůŶŽƚďĞƉůĂĐĞĚŝŶďƌĂŶĐŚĐƌŽƚĐŚĞƐ͘
;ŝͿƉůĂƐƚŝĐŐƵĂƌĚƐŚĂůůďĞƉůĂĐĞĚůŽŽƐĞůLJĂƌŽƵŶĚƚŚĞďĂƐĞŽĨƚŚĞƚƌƵŶŬ͘
;ũͿǁĂƚĞƌŝŶŐďĂƐŝŶƐŚĂůůďĞƉůĂĐĞĚĂƌŽƵŶĚƚŚĞŽƵƚĞƌĞĚŐĞŽĨƚŚĞƌŽŽƚďĂůůŝŶĂƌĞĂƐǁŚĞƌĞƌƵŶͲŽĨĨǁŝůů
ŽĐĐƵƌ͘dŚĞďĂƐŝŶƐŚĂůůďĞŝŶƚŚĞĨŽƌŵŽĨĂƚŝŐŚƚůLJĐŽŵƉĂĐƚĞĚƐŽŝůďĞƌŵ͕ƚŚƌĞĞŝŶĐŚĞƐŝŶŚĞŝŐŚƚ͘
ǁĂƚĞƌŝŶŐďĂƐŝŶŝƐŶŽƚƌĞƋƵŝƌĞĚŽŶƚƵƌĨŽƌĚĞŶƐĞŐƌŽƵŶĚĐŽǀĞƌ͘
^d</E'KE>z
dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůƐƚĂŬĞĂŶLJƚƌĞĞƚŚĂƚŝƐƵŶĂďůĞƚŽƐƚĂŶĚƵƉƌŝŐŚƚŽŶŝƚƐŽǁŶ͕ǁŚĞƚŚĞƌƚŚĞĞdžŝƐƚŝŶŐƐƚĂŬĞƐŚĂǀĞ
ďĞĐŽŵĞůŽŽƐĞŶĞĚ͕ĚĂŵĂŐĞĚ͕ŝŶĐŽƌƌĞĐƚůLJŝŶƐƚĂůůĞĚ͕ŽƌǁŚĞƌĞƚŚĞƐƚĂŬĞƐĂƌĞĂďƐĞŶƚ͘dŚŝƐǁŽƌŬƐŚĂůůďĞƉĞƌĨŽƌŵĞĚ
ŝŶĂŶLJĂƌĞĂǁŚĞƌĞƚŚĞĐŽŶƚƌĂĐƚŽƌŝƐƉƌƵŶŝŶŐŽƌǁŚĞƌĞŽƚŚĞƌǁŝƐĞĚŝƌĞĐƚĞĚďLJƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐŝƌĞĐƚŽƌ͘
ůůƚŚĞƐƚĂŶĚĂƌĚƐƐŚĂůůďĞĨŽůůŽǁĞĚ͘
^d<ZDKs>
dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůƌĞŵŽǀĞƐƚĂŬĞƐĨƌŽŵƚƌĞĞƐƚŚĂƚŚĂǀĞĂĐŚŝĞǀĞĚĞŶŽƵŐŚƐƚĂďŝůŝƚLJĂŶĚŐƌŽǁŶƚŽĂƚůĞĂƐƚƚŚƌĞĞ
;ϯͿŝŶĐŚĞƐĚŝĂŵĞƚĞƌĂƚďƌĞĂƐƚŚĞŝŐŚƚ;,Ϳ͘dŚĞƐƚĂŬĞƐƐŚŽƵůĚďĞƉƵůůĞĚĐŽŵƉůĞƚĞůLJŽƵƚŽĨƚŚĞŐƌŽƵŶĚǁŚĞŶ
ƉŽƐƐŝďůĞ͖ŽƚŚĞƌǁŝƐĞ͕ƚŚĞƐƚĂŬĞƐƐŚĂůůďĞĐƵƚĚŽǁŶďĞůŽǁŐƌĂĚĞĂŶĚďĂĐŬĨŝůůĞĚǁŝƚŚƐŽŝů͘
9.c
Packet Pg. 397 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϯϭŽĨϰϯ
ůůƵŶĚĂŵĂŐĞĚƚƌĞĞƐƚĂŬĞƐƚŚĂƚĂƌĞƐƵŝƚĂďůĞĨŽƌƌĞͲƵƐĞƐŚĂůůďĞƌĞƚƵƌŶĞĚƚŽƚŚĞŝƚLJ͘dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůĚŝƐƉŽƐĞ
ŽĨĂůůĚĂŵĂŐĞĚƚƌĞĞƐƚĂŬĞƐ͘
^ƚĂŬĞƌĞŵŽǀĂůƐŚĂůůďĞƉĞƌĨŽƌŵĞĚŝŶĂŶLJĂƌĞĂǁŚĞƌĞƚŚĞĐŽŶƚƌĂĐƚŽƌŝƐƉƌƵŶŝŶŐ͕ĂŶĚƚŚĞƌĞƐŚĂůůďĞŶŽĞdžƚƌĂ
ĐŚĂƌŐĞŝŶĐƵƌƌĞĚ͘
ZDKs>K&Zh^,EZ/^
dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƚŚĞƌĞŵŽǀĂůĂŶĚĚŝƐƉŽƐĂůŽĨĂůůĚĞďƌŝƐ͕ŝ͘Ğ͘ǁŽŽĚ͕ďƌĂŶĐŚĞƐ͕ďƌƵƐŚ͕
ĐŚŝƉƉŝŶŐƐ͕ĂŶĚĂŶLJŽƚŚĞƌŵĂƚĞƌŝĂůƌĞƐƵůƚŝŶŐĨƌŽŵƚƌĞĞŵĂŝŶƚĞŶĂŶĐĞŽƉĞƌĂƚŝŽŶƐ͘
;ĂͿŽŶƚƌĂĐƚŽƌŵƵƐƚĐŽŵƉůLJǁŝƚŚĂůůƐƚĂƚĞ͕ĐŽƵŶƚLJĂŶĚůŽĐĂůůĂǁƐĂŶĚŽƌĚŝŶĂŶĐĞƐĂƉƉůŝĐĂďůĞƚŽĂŶĚ
ŐŽǀĞƌŶŝŶŐƐƵĐŚĚŝƐƉŽƐĂů͘
;ďͿŝƐƉŽƐĂůŽĨĂůůƵĐĂůLJƉƚƵƐǁŽŽĚŝŶĨĞƐƚĞĚǁŝƚŚƚŚĞůĂƌǀĂĞŽĨƚŚĞƵĐĂůLJƉƚƵƐ>ŽŶŐ,ŽƌŶĞĚŽƌĞƌƐŚĂůů
ĨŽůůŽǁƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂWƵďůŝĐZĞƐŽƵƌĐĞƐŽĚĞ͕ƌƚŝĐůĞϱ͕^ĞĐƚŝŽŶϰϳϭϰ͘ϱ͘
dZtdZ/E'
tĂƚĞƌŝŶŐŝƐƚŽďĞƉĞƌĨŽƌŵĞĚďLJĂŽŶĞͲŵĂŶĐƌĞǁǁŝƚŚĂǁĂƚĞƌƚƌƵĐŬ͘ŽŶƚƌĂĐƚŽƌƐŚĂůůŝŶĐůƵĚĞƚŚĞƉƌŝĐŝŶŐƚŽ
ǁĂƚĞƌŶĞǁůLJƉůĂŶƚĞĚƚƌĞĞƐĨŽƌƚŚĞĨŝƌƐƚLJĞĂƌĂĨƚĞƌŝŶŝƚŝĂůƉůĂŶƚŝŶŐ͘tĂƚĞƌŝŶŐǁŝůůŽĐĐƵƌĂůŽŶŐǀĂƌŝŽƵƐƌŽƵƚĞƐ
ŝŶĐůƵĚŝŶŐůĂŶĚƐĐĂƉĞŵĞĚŝĂŶƐ͕ƉĂƌŬǁĂLJƐ͕ƉĂƌŬƐ͕ĂŶĚŝƚLJĨĂĐŝůŝƚŝĞƐ͘ƚƚŚĞĚŝƐĐƌĞƚŝŽŶŽĨƚŚĞWƵďůŝĐtŽƌŬƐ^ĞƌǀŝĐĞƐ
ŝƌĞĐƚŽƌ͕ŽůĚĞƌƚƌĞĞƐǁŝůůďĞŝŶĐůƵĚĞĚŽŶĂǁĂƚĞƌŝŶŐƐĐŚĞĚƵůĞ͘
ZKZ/^d^Zs/^
KŶŽĐĐĂƐŝŽŶ͕ƚŚĞŝƚLJƌĞƋƵŝƌĞƐƚƌĞĞĞǀĂůƵĂƚŝŽŶƐŝŶĐůƵĚŝŶŐǁƌŝƚƚĞŶƌĞƉŽƌƚƐ͘dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůƉƌŽǀŝĚĞĂŶŚŽƵƌůLJ
ƌĂƚĞĨŽƌĂŶƌďŽƌŝƐƚƚŚĂƚĐĂŶƌĞƐƉŽŶĚƚŽƚŚĞŝƚLJ͛ƐƌĞƋƵĞƐƚ;ƐͿĨŽƌƚŚĞƉƌĞƉĂƌĂƚŝŽŶŽĨĚĞƚĂŝůĞĚĂƌďŽƌŝƐƚƌĞƉŽƌƚƐ͕
ƚƌĞĞƌŝƐŬĂƐƐĞƐƐŵĞŶƚƌĞƉŽƌƚƐ͕ƚƌĞĞĞǀĂůƵĂƚŝŽŶƐĂŶĚƐŝƚĞŝŶƐƉĞĐƚŝŽŶƐ͘ZĞƉŽƌƚŝŶŐĐĂŶďĞŐĞŶĞƌĂƚĞĚŽŶĂƐůŝƚƚůĞĂƐ
ŽŶĞƚƌĞĞƚŽĂŶĞŶƚŝƌĞƵƌďĂŶĨŽƌĞƐƚƉŽƉƵůĂƚŝŽŶĂŶĚŝƐŚĂŶĚůĞĚŽŶĂĐĂƐĞͲďLJͲĐĂƐĞďĂƐŝƐ͘
D/>>/E'
KŶŽĐĐĂƐŝŽŶ͕ƚŚĞŝƚLJŵĂLJƌĞƋƵĞƐƚĨŽƌƐŽŵĞŽĨƚŚĞƌĞŵŽǀĞĚhƌďĂŶ&ŽƌĞƐƚŵĂƚĞƌŝĂůďĞŵŝůůĞĚĚŽǁŶĨŽƌƐƉĞĐŝĂů
ƉƌŽũĞĐƚƐ͘dŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůƉƌŽǀŝĚĞĂƉĞƌĨŽŽƚŵŝůůŝŶŐĐŽƐƚŽĨƚŚŝƐŵĂƚĞƌŝĂů͘DŝůůŝŶŐĐĂŶďĞƉĞƌĨŽƌŵĞĚŽŶŽƌ
ŽĨĨƐŝƚĞ͘
ϱ͘s>hd/KEEsEKZ^>d/KEWZK^^
/E/d/>^ZE/E'
9.c
Packet Pg. 398 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϯϮŽĨϰϯ
ůůZ&WƌĞƐƉŽŶƐĞƐǁŝůůƵŶĚĞƌŐŽĂŶŝŶŝƚŝĂůƌĞǀŝĞǁƚŽĚĞƚĞƌŵŝŶĞƌĞƐƉŽŶƐŝǀĞŶĞƐƐƚŽƚŚĞŝŶƐƚƌƵĐƚŝŽŶƐŚĞƌĞŝŶ͘dŚŽƐĞ
Z&WƌĞƐƉŽŶƐĞƐŝŶŝƚŝĂůůLJĚĞƚĞƌŵŝŶĞĚƚŽďĞĐŽŵƉůŝĂŶƚďLJŵĞĞƚŝŶŐƚŚĞZ&WƌĞƋƵŝƌĞŵĞŶƚĂƐŝŶĚŝĐĂƚĞĚŚĞƌĞŝŶǁŝůů
ƉƌŽĐĞĞĚƚŽƚŚĞŶĞdžƚƉŚĂƐĞŽĨƚŚĞĞǀĂůƵĂƚŝŽŶƉƌŽĐĞƐƐ͘
s>hd/KEd/s/d/^
ŽŵƉůŝĂŶƚZ&WƌĞƐƉŽŶƐĞƐƉƌŽĐĞĞĚŝŶŐƚŽƚŚĞŶĞdžƚƉŚĂƐĞŽĨƚŚĞĞǀĂůƵĂƚŝŽŶƉƌŽĐĞƐƐĂƌĞƚŚĞŶĞǀĂůƵĂƚĞĚďLJĂŶ
ǀĂůƵĂƚŝŽŶŽŵŵŝƚƚĞĞ͘dŚĞZ&WƐƵďŵŝƚƚĂůƐĂƌĞƐĐŽƌĞĚĂŶĚĂƐƐŝŐŶĞĚĂƌĂŶŬŝŶŐŽĨŽŶĞ;ϭͿƚŚƌŽƵŐŚƚĞŶ;ϭϬͿ͕ƚĞŶ
ďĞŝŶŐƚŚĞŚŝŐŚĞƐƚƉŽƐƐŝďůĞƐĐŽƌĞ͘dŚĞĨŽůůŽǁŝŶŐĐƌŝƚĞƌŝĂŚĂǀĞďĞĞŶĂƐƐŝŐŶĞĚƉĞƌĐĞŶƚĂŐĞƐƚŚĂƚƚŚĞĐƌŝƚĞƌŝĂǁŝůů
ďĞƐĐŽƌĞĚĂŐĂŝŶƐƚ͕ďĂƐĞĚƵƉŽŶďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚŚĞĨŽůůŽǁŝŶŐĞǀĂůƵĂƚŝŽŶĐƌŝƚĞƌŝĂĨĂĐƚŽƌƐ͗
ƌŝƚĞƌŝĂ
ƌŝƚĞƌŝĂĞƐĐƌŝƉƚŝŽŶƐƐŝŐŶĞĚWĞƌĐĞŶƚĂŐĞ
sĞŶĚŽƌdžƉĞƌŝĞŶĐĞϭϱй
YƵĂůŝƚLJŽĨƉƌŽƉŽƐĞĚƐĞƌǀŝĐĞƐŽƌŐŽŽĚƐϭϱй
džƚĞŶƚƚŽǁŚŝĐŚƚŚĞsĞŶĚŽƌ͛ƐƐĞƌǀŝĐĞƐŽƌŐŽŽĚƐŵĞĞƚƚŚĞŝƚLJ͛ƐŶĞĞĚƐ
ϮϬй
ŽƐƚ Ϯϱй
ŵƉůŽLJĞĞdƌĂŝŶŝŶŐ
x^ĂĨĞƚLJdƌĂŝŶŝŶŐ
xƵƐƚŽŵĞƌ^ĞƌǀŝĐĞdƌĂŝŶŝŶŐ
ϱй
ŽƌƉŽƌĂƚĞĂƉĂďŝůŝƚLJ͗
xYƵĂůŝĨŝĐĂƚŝŽŶƐŽĨƐƚĂĨĨ
x>ŝĐĞŶƐŝŶŐƌĞƋƵŝƌĞĚƚŽƉĞƌĨŽƌŵǀĂƌŝŽƵƐƚƌĞĞŵĂŝŶƚĞŶĂŶĐĞ
ƐĞƌǀŝĐĞƐ
ϱй
^ĞƌǀŝĐĞƐKĨĨĞƌĞĚƚŽƚŚĞŝƚLJ͗
xWƌŽƉŽƐĞĚƉƌŽŐƌĂŵ
xĞƚĂŝůĞĚůŝƐƚŽĨƐĞƌǀŝĐĞƐ
xďŝůŝƚLJƚŽƉƌŽǀŝĚĞƐĞƌǀŝĐĞƐ
ϱй
ƋƵŝƉŵĞŶƚǀĂůƵĂƚŝŽŶ
x>ŝƐƚŽĨƋƵŝƉŵĞŶƚ
xĞƌŝĂůĚĞǀŝĐĞĐĞƌƚŝĨŝĐĂƚŝŽŶ
ϱй
9.c
Packet Pg. 399 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϯϯŽĨϰϯ
/ŶĨŽƌŵĂƚŝŽŶDĂŶĂŐĞŵĞŶƚ
xDĞƚŚŽĚĨŽƌĐŽŵƉůĞƚŝŶŐĂŶĚƵƉĚĂƚŝŶŐƚŚĞŝƚLJ͛ƐƚƌĞĞŝŶǀĞŶƚŽƌLJ
ƉƌŽŐƌĂŵ
xĂĐŬƵƉŝŶǀĞŶƚŽƌLJƐŽĨƚǁĂƌĞƉƌŽǀŝĚĞĚƚŽƚŚĞŝƚLJ
xdĞĐŚŶŝĐĂůƐƵƉƉŽƌƚĨŽƌĂůůƐŽĨƚǁĂƌĞĂŶĚĚĂƚĂŵĂŶĂŐĞŵĞŶƚ
ϱй
ϱ͘ϯ K^ds>hd/KE
ŽƐƚWƌŽƉŽƐĂůƐĂƌĞĞǀĂůƵĂƚĞĚĂŶĚƐĐŽƌĞĚďĂƐĞĚŽŶƚŚĞĨŽůůŽǁŝŶŐĐĂůĐƵůĂƚŝŽŶƐ͖
^ĐŽƌĞс>ŽǁĞƐƚWƌŽƉŽƐĂůŽƐƚͬŽƐƚŽĨWƌŽƉŽƐĂůďĞŝŶŐƐĐŽƌĞĚyDĂdžŝŵƵŵWŽŝŶƚƐǀĂŝůĂďůĞ;ϭϬͿ
dŚĞƐĐŽƌĞŝƐƚŚĞŶĂĚĚĞĚƚŽƚŚĞƐƉƌĞĂĚƐŚĞĞƚĐƌŝƚĞƌŝĂƐĐŽƌĞƐ͘
ϱ͘ϰZ&ZE,<^
/ĨĚĞƚĞƌŵŝŶĞĚƚŽďĞƌĞƋƵŝƌĞĚƌĞĨĞƌĞŶĐĞĐŚĞĐŬƐĂƌĞĐŽŶĚƵĐƚĞĚďLJƚŚĞWƌŽĐƵƌĞŵĞŶƚŝǀŝƐŝŽŶĂŶĚƚŚĞƌĞƋƵĞƐƚŝŶŐ
ĚĞƉĂƌƚŵĞŶƚŵĂLJŽƌŵĂLJŶŽƚďĞƉƌĞƐĞŶƚĚƵƌŝŶŐƚŚĞƉƌŽĐĞƐƐ͘dŚĞƌĞĨĞƌĞŶĐĞĐŚĞĐŬƐŵĂLJďĞĐŽŶĚƵĐƚĞĚďLJƉŚŽŶĞ
ǁŝƚŚƚŚĞŝŶĨŽƌŵĂƚŝŽŶďĞŝŶŐƐĐƌŝďĞĚŽƌĐŽŶĚƵĐƚĞĚďLJĂǁƌŝƚƚĞŶĨŽƌŵ͕ƐƵďŵŝƚƚĞĚƚŽƚŚĞsĞŶĚŽƌ͛ƐƌĞĨĞƌĞŶĐĞ
ĐŽŶƚĂĐƚ͘ZĞĨĞƌĞŶĐĞĐŽŶƚĂĐƚƐǁŝůůďĞĂƐŬĞĚƐĞǀĞƌĂůƉƌĞĚĞƚĞƌŵŝŶĞĚƋƵĞƐƚŝŽŶƐĨŽƌƌĞƐƉŽŶƐĞĂŶĚƚŽƉƌŽǀŝĚĞĂƐĐŽƌĞ
ĨƌŽŵŽŶĞ;ϭͿƚŽƚĞŶ;ϭϬͿ͕ƚĞŶďĞŝŶŐƚŚĞŚŝŐŚĞƐƚ͘^ĐŽƌĞƐĂƌĞƚŚĞŶƚĂďƵůĂƚĞĚĂŶĚĂĚĚĞĚƚŽƚŚĞƐƉƌĞĂĚƐŚĞĞƚǁŝƚŚ
ƚŚĞĐƌŝƚĞƌŝĂƐĐŽƌĞƐ͘/ƚŝƐŝŵƉĞƌĂƚŝǀĞƚŚĂƚsĞŶĚŽƌƐƉƌŽǀŝĚĞƵƉƚŽĚĂƚĞĂŶĚĂĐĐƵƌĂƚĞŝŶĨŽƌŵĂƚŝŽŶƌĞŐĂƌĚŝŶŐĐŽŶƚĂĐƚ
ŝŶĨŽƌŵĂƚŝŽŶĨŽƌƌĞĨĞƌĞŶĐĞĐŚĞĐŬƐ͘ůůƐĐŽƌĞƐĂƌĞƚŚĞŶƚĂďƵůĂƚĞĚŝŶƚŽƚŚĞĨŝŶĂůsĞŶĚŽƌƌĂŶŬŝŶŐ͘
ǀĂůƵĂƚŽƌƐĚŽŶŽƚƐĞĞƚŚĞsĞŶĚŽƌZĞĨĞƌĞŶĐĞƐŽƌƉƌŝĐŝŶŐůŝŶĞŝƚĞŵƐ͘dŚĞƉƌŽƉŽƐĞĚƉƌŝĐŝŶŐŝƐĞǀĂůƵĂƚĞĚďLJƚŚĞ
WƌŽĐƵƌĞŵĞŶƚŝǀŝƐŝŽŶĚƵƌŝŶŐƚŚĞŝŶŝƚŝĂůƌĞǀŝĞǁŽĨƚŚĞZ&WƌĞƐƉŽŶƐĞ͕ŽŶůLJƚŽĞŶƐƵƌĞƚŚĂƚƚŚĞƉƌŽƉŽƐĞĚĐŽƐƚŝƐ
ŶŽƚŽǀĞƌƚŚĞŝƚLJ͛ƐďƵĚŐĞƚĞĚĂŵŽƵŶƚŽƌEŽƚͲƚŽͲdžĐĞĞĚĂŵŽƵŶƚĨŽƌƚŚĞƉƌŽũĞĐƚ͘
ϱ͘ϱDKE^dZd/KE^ͬ/EdZs/t^
hƉŽŶĐŽŵƉůĞƚŝŽŶŽĨƚŚĞZ&WĞǀĂůƵĂƚŝŽŶƐĂŶĚĚĂƚĂĂŶĂůLJƐŝƐ͕ĂŶĚŽŶůLJŝĨŶĞĐĞƐƐĂƌLJ͕ƐĞůĞĐƚĞĚƚŽƉƌĂŶŬĞĚsĞŶĚŽƌƐ
ǁŝůůďĞƉƌŽǀŝĚĞĚĂŶŽƉƉŽƌƚƵŶŝƚLJƚŽŝŶƚĞƌǀŝĞǁĂŶĚĐŽŶĚƵĐƚĂĚĞŵŽŶƐƚƌĂƚŝŽŶŽƌƉƌĞƐĞŶƚĂƚŝŽŶƚŽĨƵƌƚŚĞƌĞdžƉĂŶĚ
ŽŶƚŚĞŝƌZ&WƌĞƐƉŽŶƐĞ͘sĞŶĚŽƌŝŶƚĞƌǀŝĞǁƐͬĚĞŵŽŶƐƚƌĂƚŝŽŶƐĂƌĞƐĐŽƌĞĚĂŶĚĂƐƐŝŐŶĞĚĂƌĂŶŬŝŶŐŽĨŽŶĞ;ϭͿƚŚƌŽƵŐŚ
ƚĞŶ;ϭϬͿ͕ƚĞŶďĞŝŶŐƚŚĞŚŝŐŚĞƐƚƉŽƐƐŝďůĞƐĐŽƌĞ͕ďĂƐĞĚƵƉŽŶďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚŚĞĞǀĂůƵĂƚŝŽŶĐƌŝƚĞƌŝĂĨĂĐƚŽƌƐĂƐ
ƐƚĂƚĞĚǁŝƚŚŝŶƚŚĞZ&W͘
ϱ͘ϲ&/EE/>KhDEdd/KE
sĞŶĚŽƌƐƚŚĂƚƉƌŽĐĞĞĚƚŽƚŚĞƐŚŽƌƚͲůŝƐƚŵĂLJďĞƌĞƋƵŝƌĞĚƚŽƐƵďŵŝƚĨŝŶĂŶĐŝĂůĚŽĐƵŵĞŶƚĂƚŝŽŶĂƐƉƌŽŽĨŽĨŝƚƐĨŝƌŵ͛Ɛ
ĨŝŶĂŶĐŝĂůƐƚĂďŝůŝƚLJĂŶĚƐƚƌĞŶŐƚŚ͘ĨŝŶĂŶĐŝĂůƌĞǀŝĞǁǁŝůůďĞĐŽŶĚƵĐƚĞĚďLJƚŚĞŝƚLJ&ŝŶĂŶĐĞĞƉĂƌƚŵĞŶƚ͘^ŚŽƵůĚ
ĂsĞŶĚŽƌǁŝƐŚĨŽƌŝƚƐĨŝŶĂŶĐŝĂůĚŽĐƵŵĞŶƚĂƚŝŽŶƚŽďĞƚƌĞĂƚĞĚĂƐƉƌŽƉƌŝĞƚĂƌLJŽƌďĞƌĞƚƵƌŶĞĚƵƉŽŶĐŽŵƉůĞƚŝŽŶŽĨ
9.c
Packet Pg. 400 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϯϰŽĨϰϯ
ƚŚĞƌĞǀŝĞǁ͕ƚŚĞĚŽĐƵŵĞŶƚĂƚŝŽŶŵƵƐƚĐůĞĂƌůLJďĞŵĂƌŬĞĚĂƐƐƵĐŚ͘dŚĞĨŽůůŽǁŝŶŐĚŽĐƵŵĞŶƚĂƚŝŽŶǁŝůůďĞƌĞƋƵŝƌĞĚ
ŽĨĞĂĐŚsĞŶĚŽƌŽŶƚŚĞƐŚŽƌƚͲůŝƐƚ͗
xĐŽƉLJŽĨƚŚĞsĞŶĚŽƌ͛ƐŵŽƐƚƌĞĐĞŶƚĂŶŶƵĂůƌĞƉŽƌƚ͘
xƵĚŝƚĞĚ;ďLJĂƚŚŝƌĚƉĂƌƚLJͿ͕ďĂůĂŶĐĞƐŚĞĞƚƐĂŶĚŝŶĐŽŵĞƐƚĂƚĞŵĞŶƚƐĨŽƌƚŚĞƉĂƐƚƚŚƌĞĞ;ϯͿLJĞĂƌƐ͘
x/ĨĂƵĚŝƚĞĚĚĂƚĂŝƐŶŽƚĂǀĂŝůĂďůĞ͕sĞŶĚŽƌƐŚĂůůƐƵďŵŝƚĐŽƉŝĞƐŽĨĐŽŵƉůĞƚĞƚĂdžƌĞƚƵƌŶƐĨŽƌƚŚĞ
ƉĂƐƚƚŚƌĞĞ;ϯͿLJĞĂƌƐ͘
xĞƐĐƌŝďĞĂŶLJƌĞŐƵůĂƚŽƌLJĐĞŶƐƵƌĞĂŶĚƉĂƐƚŽƌƉĞŶĚŝŶŐůŝƚŝŐĂƚŝŽŶƌĞůĂƚĞĚƚŽƐĞƌǀŝĐĞƐƉƌŽǀŝĚĞĚ
ďLJƚŚĞsĞŶĚŽƌ͘
x/ŶĚŝĐĂƚĞĂůůĂƉƉůŝĐĂďůĞŝŶĨŽƌŵĂƚŝŽŶƌĞŐĂƌĚŝŶŐsĞŶĚŽƌŽǁŶĞƌƐŚŝƉĐŚĂŶŐĞƐŝŶƚŚĞůĂƐƚƚŚƌĞĞ;ϯͿ
LJĞĂƌƐ͘
ϱ͘ϳ^dE&/E>K&&Z
hƉŽŶĐŽŵƉůĞƚŝŽŶŽĨsĞŶĚŽƌƉƌĞƐĞŶƚĂƚŝŽŶƐ͕ƚŚĞŝƚLJƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽĐŽŶĚƵĐƚƉƌĞͲĂǁĂƌĚĚŝƐĐƵƐƐŝŽŶƐĂŶĚͬŽƌ
ƉƌĞͲĐŽŶƚƌĂĐƚŶĞŐŽƚŝĂƚŝŽŶƐǁŝƚŚĂůůŽƌŽŶůLJƚŽƉƌĂŶŬĞĚsĞŶĚŽƌƐ͘ƚǁŚŝĐŚƚŝŵĞƚŚĞŝƚLJŵĂLJƌĞƋƵĞƐƚĂĞƐƚĂŶĚ
&ŝŶĂůKĨĨĞƌƚŽďĞƐƵďŵŝƚƚĞĚĨƌŽŵŽŶĞŽƌĂůůĨŝŶĂůŝƐƚƐ͘
ϱ͘ϴsEKZ^>d/KE
dŚĞĨŝŶĂůsĞŶĚŽƌƐĞůĞĐƚŝŽŶŝƐďĂƐĞĚŽŶǁŚŝĐŚsĞŶĚŽƌŝƐƚŚĞŵŽƐƚƌĞƐƉŽŶƐŝǀĞ͕ŵĞĞƚŝŶŐƚŚĞŝƚLJ͛ƐƌĞƋƵŝƌĞŵĞŶƚƐ͕
ŽĨĨĞƌŝŶŐƚŚĞďĞƐƚǀĂůƵĞĂƚƚŚĞŵŽƐƚĐŽŵƉĞƚŝƚŝǀĞƉƌŝĐĞ͘dŚĞŝƚLJŝƐŶŽƚŽďůŝŐĂƚĞĚƚŽĂǁĂƌĚƚŽƚŚĞůŽǁĞƐƚƉƌŝĐĞ
ƉƌŽƉŽƐĂů͘
dŚĞŝƚLJŵĂLJĐŽŶĚƵĐƚŶĞŐŽƚŝĂƚŝŽŶƐǁŝƚŚƐĞǀĞƌĂůsĞŶĚŽƌƐƐŝŵƵůƚĂŶĞŽƵƐůLJ͘dŚĞŝƚLJŵĂLJĂůƐŽŶĞŐŽƚŝĂƚĞĐŽŶƚƌĂĐƚ
ƚĞƌŵƐǁŝƚŚƚŚĞƐĞůĞĐƚĞĚsĞŶĚŽƌƐƉƌŝŽƌƚŽĂǁĂƌĚ͘dŚĞŝƚLJ͕ĂƚŝƚƐƐŽůĞĚŝƐĐƌĞƚŝŽŶ͕ƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚ͕ƵŶůĞƐƐ
ŽƚŚĞƌǁŝƐĞƐƚĂƚĞĚ͕ƚŽĂĐĐĞƉƚŽƌƌĞũĞĐƚĂůůŽƌĂŶLJZ&WƌĞƐƉŽŶƐĞƐ͕ŽƌĂŶLJƉĂƌƚƚŚĞƌĞŽĨ͕ĞŝƚŚĞƌƐĞƉĂƌĂƚĞůLJŽƌƚŽǁĂŝǀĞ
ĂŶLJŝŶĨŽƌŵĂůŝƚLJĂŶĚƚŽƐƉůŝƚŽƌŵĂŬĞƚŚĞĂǁĂƌĚŝŶĂŶLJŵĂŶŶĞƌĚĞƚĞƌŵŝŶĞĚƚŽďĞŝŶƚŚĞďĞƐƚŝŶƚĞƌĞƐƚŽĨƚŚĞŝƚLJ͘
ϱ͘ϵ>ddZK&/EdEddKtZ
ĨƚĞƌĂĨŝŶĂůsĞŶĚŽƌƐĞůĞĐƚŝŽŶŝƐĚĞƚĞƌŵŝŶĞĚ͕Ă>ĞƚƚĞƌŽĨ/ŶƚĞŶƚƚŽǁĂƌĚ;>K/ͿǁŝůůďĞƉŽƐƚĞĚĨŽƌƌĞǀŝĞǁďLJĂůů
ƉĂƌƚŝĐŝƉĂƚŝŶŐ͕ ƌĞƐƉŽŶƐŝǀĞ sĞŶĚŽƌƐ͘ EĞŐŽƚŝĂƚŝŽŶƐ ƐŚĂůů ďĞ ĐŽŶĨŝĚĞŶƚŝĂů ĂŶĚ ŶŽƚ ƐƵďũĞĐƚ ƚŽ ĚŝƐĐůŽƐƵƌĞ ƚŽ
ĐŽŵƉĞƚŝŶŐsĞŶĚŽƌƐƵŶůĞƐƐĂŶĂŐƌĞĞŵĞŶƚŝƐƌĞĂĐŚĞĚ͘/ĨĐŽŶƚƌĂĐƚŶĞŐŽƚŝĂƚŝŽŶƐĐĂŶŶŽƚďĞĐŽŶĐůƵĚĞĚƐƵĐĐĞƐƐĨƵůůLJ͕
ŝƚLJŵĂLJŶĞŐŽƚŝĂƚĞĂĐŽŶƚƌĂĐƚǁŝƚŚƚŚĞŶĞdžƚŚŝŐŚĞƐƚƐĐŽƌŝŶŐsĞŶĚŽƌŽƌǁŝƚŚĚƌĂǁƚŚĞZ&WĞŶƚŝƌĞůLJ͘
9.c
Packet Pg. 401 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϯϱŽĨϰϯ
͞y,//d͟/dzK&ZE,KhDKE'KE&>/dK&/EdZ^dͬEKEͲ/^>K^hZ^ddDEd
/ƚŝƐƚŚĞƉŽůŝĐLJŽĨƚŚĞŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂƚŽƉƌĞǀĞŶƚƉĞƌƐŽŶĂůŽƌŽƌŐĂŶŝnjĂƚŝŽŶĂůĐŽŶĨůŝĐƚŽĨŝŶƚĞƌĞƐƚ͕Žƌ
ƚŚĞĂƉƉĞĂƌĂŶĐĞŽĨƐƵĐŚĐŽŶĨůŝĐƚŽĨŝŶƚĞƌĞƐƚ͕ŝŶƚŚĞĂǁĂƌĚĂŶĚĂĚŵŝŶŝƐƚƌĂƚŝŽŶŽĨŝƚLJŽŶƚƌĂĐƚƐ͕ŝŶĐůƵĚŝŶŐ͕ďƵƚ
ŶŽƚůŝŵŝƚĞĚƚŽŽŶƚƌĂĐƚƐĨŽƌWƌŽĨĞƐƐŝŽŶĂů^ĞƌǀŝĐĞƐŐƌĞĞŵĞŶƚƐ;͞W^͟ͿǁŝƚŚƉŽƚĞŶƚŝĂůsĞŶĚŽƌƐ͘
/ĚŽŶŽƚŚĂǀĞƐƉĞĐŝĨŝĐŬŶŽǁůĞĚŐĞŽĨĐŽŶĨŝĚĞŶƚŝĂůŝŶĨŽƌŵĂƚŝŽŶƌĞŐĂƌĚŝŶŐZ&WƌĞƐƉŽŶƐĞƐƌĞĐĞŝǀĞĚŝŶƌĞƐƉŽŶƐĞƚŽ
ƚŚĞZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂů;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳĨŽƌŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ͘
/ĂŐƌĞĞŶŽƚƚŽĚŝƐĐůŽƐĞŽƌŽƚŚĞƌǁŝƐĞĚŝǀƵůŐĞĂŶLJŝŶĨŽƌŵĂƚŝŽŶƉĞƌƚĂŝŶŝŶŐƚŽƚŚĞĐŽŶƚĞŶƚƐ͕ƐƚĂƚƵƐ͕ŽƌƌĂŶŬŝŶŐŽĨ
ĂŶLJZ&WƌĞƐƉŽŶƐĞƚŽĂŶLJŽŶĞ͘/ƵŶĚĞƌƐƚĂŶĚƚŚĞƚĞƌŵƐĂŶĚΗĚŝƐĐůŽƐĞŽƌŽƚŚĞƌǁŝƐĞĚŝǀƵůŐĞΗƚŽŝŶĐůƵĚĞ͕ďƵƚĂƌĞŶŽƚ
ůŝŵŝƚĞĚƚŽ͕ǀĞƌďĂůĐŽŶǀĞƌƐĂƚŝŽŶƐ͕ǁƌŝƚƚĞŶĐŽƌƌĞƐƉŽŶĚĞŶĐĞ͕ƌĞƉƌŽĚƵĐƚŝŽŶŽĨĂŶLJƉĂƌƚŽƌĂŶLJƉŽƌƚŝŽŶŽĨĂŶLJZ&W
ƌĞƐƉŽŶƐĞ͕ŽƌƌĞŵŽǀĂůŽĨƐĂŵĞĨƌŽŵĚĞƐŝŐŶĂƚĞĚĂƌĞĂƐ͘
/͕ƚŚĞƵŶĚĞƌƐŝŐŶĞĚ͕ŚĞƌĞďLJĐĞƌƚŝĨLJƚŚĂƚƚŚĞĨŽůůŽǁŝŶŐƐƚĂƚĞŵĞŶƚƐĂƌĞƚƌƵĞĂŶĚĐŽƌƌĞĐƚĂŶĚƚŚĂƚ/ƵŶĚĞƌƐƚĂŶĚ
ĂŶĚĂŐƌĞĞƚŽďĞďŽƵŶĚďLJĐŽŵŵŝƚŵĞŶƚƐĐŽŶƚĂŝŶĞĚŚĞƌĞŝŶ͘
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ ;WƌŝŶƚEĂŵĞͿ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ ;ZĞůĂƚŝŽŶƐŚŝƉƚŽƚŚĞŝƚLJͿ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ ;ZĞůĂƚŝŽŶƐŚŝƉƚŽƚŚĞsĞŶĚŽƌƐͿ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ ;^ŝŐŶĂƚƵƌĞͿ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ ;ĂƚĞͿ
DƵƐƚďĞŝŶĐůƵĚĞĚŝŶĨŝŶĂůZ&WƐƵďŵŝƚƚĂů͘
9.c
Packet Pg. 402 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϯϲŽĨϰϯ
͞y,//d͟WZK&^^/KE>^Zs/^'ZDEdyWd/KE^^hDDZz
DĂƌŬƚŚĞĂƉƉƌŽƉƌŝĂƚĞĐŚŽŝĐĞ͕ďĞůŽǁ͗
ͺͺͺͺͺsĞŶĚŽƌƐĂĐĐĞƉƚƐƚŚĞW^ǁŝƚŚŽƵƚĞdžĐĞƉƚŝŽŶ͘
KZ
ͺͺͺͺͺsĞŶĚŽƌƐƉƌŽƉŽƐĞƐĞdžĐĞƉƚŝŽŶƐƚŽƚŚĞW^͘
^ƵŵŵĂƌŝnjĞĂůůĞdžĐĞƉƚŝŽŶƐŽŶĂƐĞƉĂƌĂƚĞĚŽĐƵŵĞŶƚ͘ŶĐůŽƐĞĂǁƌŝƚƚĞŶƐƵŵŵĂƌLJŽĨĞĂĐŚĐŚĂŶŐĞĂŶĚƚŝƚůĞĂƐ
͞džĐĞƉƚŝŽŶ^ƵŵŵĂƌLJ͕͟ǁŚŝĐŚƐŚĂůůŝŶĐůƵĚĞƚŚĞsĞŶĚŽƌƐ͛ƌĂƚŝŽŶĂůĞĨŽƌƉƌŽƉŽƐŝŶŐĞĂĐŚƐƵĐŚĞdžĐĞƉƚŝŽŶ͘ĂĐŚ
ĞdžĐĞƉƚŝŽŶŵƵƐƚďĞůĂďĞůĞĚǁŝƚŚƚŚĞ^ĞĐƚŝŽŶŶƵŵďĞƌŝŶƚŚĞW^͘&ĂŝůƵƌĞƚŽƉƌŽƉĞƌůLJƌĞĨĞƌĞŶĐĞĞdžĐĞƉƚŝŽŶƐŝŶƚŚĞ
ƐƵďŵŝƚƚĞĚƐƵŵŵĂƌLJŵĂLJĚĞĞŵƚŚĞƌĞƐƉŽŶƐĞĂƐŶŽŶͲƌĞƐƉŽŶƐŝǀĞ͘
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ŝŐŶĂƚƵƌĞ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
WƌŝŶƚĞĚEĂŵĞ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
dŝƚůĞ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
ĂƚĞ
DƵƐƚďĞŝŶĐůƵĚĞĚŝŶĨŝŶĂůZ&WƐƵďŵŝƚƚĂů͘
9.c
Packet Pg. 403 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
ZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐ;͞Z&W͟ͿηϭϵͬϮϬͲϬϬϳ
ĨŽƌ
ŝƚLJǁŝĚĞdƌĞĞDĂŝŶƚĞŶĂŶĐĞ^ĞƌǀŝĐĞƐ
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
^ƵďŵŝƚƚĂůƐƵĞ͗:ƵůLJϮϰ͕ϮϬϭϵďLJϯ͗ϬϬƉ͘ŵ͘ WĂŐĞϯϳŽĨϰϯ
͞y,//d͟<EKt>'DEdK&/E^hZEZYh/ZDEd^EZd/&/d/KEK&/>/dzdK
WZKs/ED/Ed/EKsZ'^^W/&/
/͕ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺƚŚĞͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
;WƌĞƐŝĚĞŶƚ͕^ĞĐƌĞƚĂƌLJ͕DĂŶĂŐĞƌ͕KǁŶĞƌŽƌZĞƉƌĞƐĞŶƚĂƚŝǀĞͿ
ŽĨͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ͕ĐĞƌƚŝĨLJƚŚĂƚƚŚĞ
;EĂŵĞŽĨŽŵƉĂŶLJ͕ŽƌƉŽƌĂƚŝŽŶŽƌKǁŶĞƌͿ
^ƉĞĐŝĨŝĐĂƚŝŽŶƐĂŶĚ'ĞŶĞƌĂůWƌŽǀŝƐŝŽŶƐƌĞŐĂƌĚŝŶŐŝŶƐƵƌĂŶĐĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐƐƚĂƚĞĚǁŝƚŚŝŶƚŚĞWƌŽĨĞƐƐŝŽŶĂů
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Packet Pg. 408 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
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9.c
Packet Pg. 409 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
ŝƚLJŽĨZĂŶĐŚŽƵĐĂŵŽŶŐĂ
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9.c
Packet Pg. 410 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
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Packet Pg. 411 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
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Packet Pg. 412 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
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Packet Pg. 413 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
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Packet Pg. 414 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
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Packet Pg. 415 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
REQUEST FOR PROPOSALS (“RFP”)
#1ϵ/ϮϬ-007 FOR
CITYWIDE TREE MAINTENANCE SERVICES
APPENDICES A - H
9.c
Packet Pg. 416 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #ϭϵ/ϮϬ-007 for Citywide Tree Maintenance Services
Appendices A - H
___________________________________________________________________________________________
Page 22 of 116
APPENDIX A - FAITHFUL PERFORMANCE BOND
KNOW ALL MEN BY THESE PRESENT: THAT as Principal, and ,
as Surety, are held and firmly bound unto the City of Rancho Cucamonga, hereinafter called City, in the
just and full amount of (Written) $ (Figures)
payment whereof we hereby bind ourselves, our heirs, executor’s administrators, successors and
assigns, jointly and severally, firmly by these presents. Given under our hands and sealed with our seal
this day of , 20 .
The condition of the foregoing obligation is such that,
WHEREAS, the above-named principal is about to enter into a contract with the City, whereby said
principal agrees to construct “CITYWIDE TREE MAINTENANCE SERIVCES” in accordance with the
AGREEMENT dated , which said contract is hereby referred to and made a part hereof
to the same extent as if the same were herein specifically set forth;
NOW, THEREFORE, if the said principal shall well and truly do and perform all things agreed by the
principal in said contract to be done and performed, then this obligation is to be void; otherwise it will
remain in full force and effect;
PROVIDED, that for value received the undersigned stipulate and agree that no amendment, change,
extension of time, alteration or addition to said contract, or agreement, or of any feature or item or
items of performance required therein or thereunder shall in any manner affect the obligations of the
undersigned under this bond; and the surety does hereby waive notice of such amendment, limitation
of time for bringing action on this bond by the City, change, extension of time, alteration or addition to
said contract or agreement and of any feature or time of performance required therein or thereunder.
WITNESS our hands this day of , 20 .
By: Title:
Surety: By:
Individual Partnership Corporation
Other, explain
SIGNATURES OF CONTRACTOR MUST BE ACKNOWLEDGED BEFORE A NOTARY PUBLIC. PLEASE ATTACH
APPROPRIATE ACKNOWLEDGMENT FORMS (INDIVIDUAL, PARTNERSHIP, CORPORATION, ETC.).
9.c
Packet Pg. 417 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #1ϵ/ϮϬ-007 for Citywide Tree Maintenance Services
Appendices A - H
___________________________________________________________________________________________
Page 33 of 116
APPENDIX B – PAYMENT BOND
(LABOR and MATERIALS)
KNOW ALL PERSONS BY THESE PRESENTS that: WHEREAS the CITY OF RANCHO CUCAMONGA (“City”)
has awarded to (Name and address of Contractor) (“Principal”), a contract (the
“Contract”) for the work described as follows: “CITYWIDE TREE MAINTENANCE SERVICES”.
WHEREAS, Principal is required under the terms of the Contract and the California Civil Code to secure
the payment of claims of laborers, mechanics, materialmen, and other persons as provided by law.
NOW THEREFORE, we, the undersigned Principal, and (Name and address of
Surety (“Surety”) a duly admitted surety insurer under the laws of the State of
California, as Surety, are held and firmly bound unto City in the penal sum of ($ ),
this amount being not less than one hundred percent (100%) of the total contract price, in lawful money
of the United States of America, for the payment of which sum well and truly to be made, we bind
ourselves, our heirs, executors, administrators, successors, and assigns, jointly and severally, firmly by
these presents.
THE CONDITION OF THIS OBLIGATION IS SUCH THAT, if the hereby bounded Principal, his, her or its
heirs, executors, administrators, successors or assigns, or subcontractors shall fail to pay any of the
persons named in Section 9100 of the California Civil Code, or any amounts due under the
Unemployment Insurance Code with respect to work or labor performed under the Contract, or for any
amounts required to be deducted, withheld, and paid over to the Employment Development
Department from the wages of employees of the Principal and subcontractors pursuant to Section
13020 of the Unemployment Insurance Code, with respect to work or labor performed under the
Contract, the Surety will pay for the same in an amount not exceeding the penal sum specified in this
bond; otherwise, this obligation shall become null and void.
This bond shall insure to the benefit of any of the persons named in Section 9100 of the California Civil
Code to give a right of action to such persons or their assigns in any suit brought upon the bond. In case
the suit is brought upon this bond, Surety further agrees to pay all court costs and reasonable attorneys’
fees in an amount fixed by the court.
FURTHER, the Surety, for value received, hereby stipulates and agrees that no change, extension of time,
alteration, addition or modification to the terms of the Contract, or of the work to be performed
thereunder, or the specifications for the same, shall in any way affect its obligations under this bond,
and it does hereby waive notice of any such change, extension of time, alteration, addition, or
modification to the terms of the Contract or to the work or to the specifications thereunder. Surety
hereby waives the provisions of California Civil Code Sections 2845 and 2849.
IN WITNESS WHEREOF, two (2) identical counterparts of this instrument, each of which shall for all
purposes be deemed an original hereof, have been duly executed by Principal and Surety, on the date
9.c
Packet Pg. 418 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #1ϵ/ϮϬ-007 for Citywide Tree Maintenance Services
Appendices A - H
___________________________________________________________________________________________
Page 44 of 116
set forth below, the name of each corporate party being hereto affixed, and these presents duly signed
by its undersigned representative(s) pursuant to authority of its governing body.
Date:
_______________ ____________
“Principal Signature” “Surety Signature”
_______________ ____________
“Principal Signature” “Surety Signature”
By: ________ By: ___________
By: _________ By: ___________
(Seal) (Seal)
Note: This bond must be executed in duplicate and dated, all signatures must be notarized, and
evidence of the authority of any person signing as attorney-in-fact must be attached.
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Packet Pg. 419 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #1ϵ/ϮϬ-007 for Citywide Tree Maintenance Services
Appendices A - H
___________________________________________________________________________________________
Page 55 of 116
APPENDIX C – TREE PRUNING METHODS
REASONS FOR PRUNING
The goals set forth in pruning are to improve tree structure, reduce hazards; provide clearances, and
increase light and air penetration.
PRUNING CUTS
(a) Each cut should be made carefully, at the correct location, leaving a smooth surface with no
jagged edges or torn bark.
(b) When pruning lateral branches, the final cut should be made back to the parent branch or trunk,
just to the outside of the branch collar and branch bark ridge. When removing a dead branch,
the final cut should be made just outside the collar of living tissue. If the collar has grown along
a branch stub, only the dead stub should be removed (Figure A1).
(c) To prevent bark tearing, large limbs should be removed using the three-cut method. The first
cut undercuts the limb one or two feet out from the parent branch or trunk. The second cut,
made on the top, is positioned slightly farther out than the undercut. The third cut is to remove
the stub (Figure A2).
(d) When it is necessary to reduce the length of the parent branch or leader, it should be cut back
to a lateral branch that is large enough to sustain itself and to assume apical dominance. The cut
should bisect the angle between the branch bark ridge and an imaginary line perpendicular to
the branch or stem being removed (Figure A3).
Figure A1 – Pruning lateral branches
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Packet Pg. 420 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #ϭϵ/ϮϬ-007 for Citywide Tree Maintenance Services
Appendices A - H
___________________________________________________________________________________________
Page 66 of 116
Figure A2 – The three-cut method
Figure A3 – Limb reduction
STRUCTURAL PRUNING OF YOUNG TREES
No more than 25 percent of the canopy should be removed in any one year.
(a) Remove any broken, dead, dying, or damaged branches.
(b) Select and establish a dominant leader. This should be the strongest vertical stem. Co-dominant
stems should be subordinated (cut back) or removed (Figure A4).
(c) Select and establish the lowest permanent branch.
(d) Select and establish scaffold branches. These branches should be well attached, appropriate in
size, and have proper vertical and radial spacing. The vertical spacing should be at least 18 inches
for larger tree species and 12 inches for smaller species.
(e) Select and subordinate temporary branches below the lowest permanent branch and among the
scaffold branches. These branches should be maintained while the tree is young.
9.c
Packet Pg. 421 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #1ϵ/ϮϬ-007 for Citywide Tree Maintenance Services
Appendices A - H
___________________________________________________________________________________________
Page 77 of 116
(f) Figure A4 – Removal of a co-dominant stem
CO-DOMINANT STEMS
If two branches develop from apical buds at the tip of the stem, they will form co-dominant stems. This
type of branch structure produces narrow angles at the point of attachment that leads to the formation
of included bark. This is bark that becomes enclosed inside the crotch as the two branches grow and
develop. Included bark weakens the branch attachment, making the tree more prone to failure. It is
best if one co-dominant stem is removed when the tree is young. When faced with large co-dominant
branches in older trees, these should be suppressed by reducing the length of the least vigorous limb,
thus slowing its growth. The relative size of a branch in relation to the trunk is more important for
strength of branch attachment than is the angle of attachment.
PRUNING MATURE TREES
No more than 25 percent of the canopy should be removed in any one year. Pruning cuts should be kept
as small as possible. The various pruning techniques are as follows.
(a) Crown Cleaning: Selective removal of dead, dying, diseased, broken, or weakly attached
branches.
(b) Crown Thinning: Includes crown cleaning as well as selective removal of branches to increase
light and air penetration, reduce weight, and reduce wind-sail effect. The natural structure and
shape of the tree should be preserved, and an even distribution of inner lateral branches should
be maintained throughout the canopy. Care must be taken to avoid “lion tailing”, which is
created when excessive laterals are removed from a limb, leaving most of foliage at the end,
thus causing a weight imbalance.
(c) Crown Raise: The removal of lower branches to provide proper height clearances. It is imperative
that the crown is not raised excessively. A properly raised tree should have a well-formed,
tapered structure, which will be able to uniformly distribute stress; approximately one-half of
the foliage should originate from branches on the lower two-thirds of the tree.
9.c
Packet Pg. 422 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #1ϵ/ϮϬ-007 for Citywide Tree Maintenance Services
Appendices A - H
___________________________________________________________________________________________
Page 88 of 116
(d) Crown Reduction: Used to reduce the size of a tree. Limbs are cut back to their point of origin or
to a lateral capable of sustaining the remaining limb and assuming apical dominance. When a
branch is cut back to a lateral, no more than one-fourth of its foliage should be removed. The
remaining lateral branch must be at least one-third the diameter of the branch removed, but
this rule may vary with species, age, climate, and the condition of the tree. Consideration must
also be given to the ability of the species to sustain this type of pruning.
(e) Crown Restoration: Is the selective removal of water sprouts, and the removal of all stubs and
dead limbs to improve a trees structure and form. This method of pruning is usually done
because of storm damage or a previous topping. One to three vigorous sprouts on main branch
stubs are selected to become permanent branches and to re-form a more natural-appearing
crown. These sprouts may need to be subordinated to control apical growth and ensure
adequate attachment for their size. Restoration usually requires several pruning jobs over
several years.
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Packet Pg. 423 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
City of Rancho Cucamonga and RCFPD Request for Proposals (“RFP”) #1ϵ/ϮϬ-007 for Citywide Tree Maintenance Services Appendices A - H ___________________________________________________________________________________________ Page 99 of 116 APPENDIX D – CITY CONTRACTOR WORK LIST City of Rancho CucamongaSPECIES SIZE QUANTITY1234567891011121314151617181920JOB #PRUNING - VARIOUS LOCATIONSWORK TYPELOCATIONNOTES"contractor name"9.c
Packet Pg. 424 Attachment: PW.Tree Maintenance.A2 -RC Request for Proposals (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
City of Rancho Cucamonga and RCFPD Request for Proposals (“RFP”) #1ϵ/ϮϬ-007 for Citywide Tree Maintenance Services Appendices A - H ___________________________________________________________________________________________ Page 110 of 116 APPENDIX E – CITY TREE INVENTORY SHEET City of Rancho CucamongaTREE INVENTORYRIGHTADDRESSSITESPECIESDBH HEIGHT SPREAD REMARKSUnit CostOF WAYPageTotal 0
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APPENDIX F – SPECIFICATIONS FOR PROCURING CONTAINER GROWN LANDSCAPE TREES
PROPER IDENTIFICATION
All trees shall be true to name as ordered or shown on the planting plans and shall be labeled individually
or in groups by species and cultivar (where appropriate).
COMPLIANCE
All trees shall comply with federal and state laws and regulations requiring inspection for plant disease,
pests and weeds.
TREE CHARACTERISTICS AT THE TIME OF SALE OR DELIVERY
A. TREE HEALTH
1. Trees shall be healthy and vigorous; free of injury from biotic (insects, pathogens, nematodes,
etc.) and abiotic agents (herbicide toxicity, salt injury, improper irrigation, etc.).
2. The size, color and appearance of the leaves shall be typical for the time of year and stage of
growth of the species/cultivar; and shall not be stunted, misshapen, tattered, discolored
(chlorotic or necrotic) or otherwise atypical.
3. The length and diameter of shoot growth throughout the crown shall be typical for the age and
size of the species/cultivar.
4. Overall height and trunk diameter shall be typical for the age, species/cultivar and container
size.
B. CROWN
Central Leader: The best quality shade trees, and most evergreen trees, have a dominant or central
leader or trunk that extends up to the top of the canopy. Shade trees of lesser quality have two or more
leaders or trunks, which compete against each other. Branches that have narrow angles of attachment
and co-dominant stems tend to break at the point of attachment, especially when associated with
included bark. Trees purchased from the nursery should have a single, relatively straight central leader
and tapered trunk, free of co-dominant stems that compete with the central leader. The central leader
should not have been headed. However, in cases where the original leader has been removed, an
upright branch at least ½ (one-half) the diameter of the original leader just below the pruning point shall
be present.
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City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #18/19-007 for Citywide Tree Maintenance Services
Appendices A - H
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Page 112 of 116
Co-dominant stems with Included Bark
Form: The form or shape of the crown shall be symmetrical, and typical for the species/cultivar. The
crown shall not be significantly deformed by wind, pruning practices, pests or other factors.
Branch Spacing:
1. Branches shall be distributed radially around and vertically along the trunk, forming a generally
symmetrical crown typical for the species/cultivar.
2. Branches shall be no larger than 2/3 (two thirds) the diameter of the trunk, measured 1" (one
inch) above the branch.
3. The attachment of scaffold branches shall be free of included bark.
Branch Diameter: shall be no larger than 2/3 (two thirds) the diameter of the trunk, measured 1" (one
inch) above the branch.
Temporary branches: Unless otherwise specified, small "temporary" branches should be present along
the trunk below and above the lowest main (scaffold) branch, particularly for trees less than 1-1/2" (one
and one-half inches) in trunk diameter. Temporary branches should be distributed around and vertically
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City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #18/19-007 for Citywide Tree Maintenance Services
Appendices A - H
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Page 113 of 116
along the trunk and should be no greater than 3/8" (three-eighths inch) in diameter and no greater than
½ (one-half) the diameter of the trunk at the point of attachment. Heading of temporary branches is
usually necessary to limit their growth.
Good branch spacing, with
temporary branches above and
below the lowest main branch.
Good trunk taper
C. TRUNK
1. Trunk diameter and taper shall be sufficient so that the tree will remain vertical without the
support of a nursery stake.
2. The trunk shall be free of wounds (except properly-made pruning cuts), sunburned areas, conks
(fungal fruiting-bodies), wood cracks, bleeding areas, signs of boring insects, galls, cankers
and/or lesions.
3. Trunk diameter shall be within the range shown in the table below and shall be taken 6” (inches)
above soil surface.
D. ROOTS
1. The trunk, root collar (root crown) and large roots shall be free of circling and/or kinked roots.
Soil removal near the root collar may be necessary to verify that circling and/or kinked roots are
not present.
Container Size Trunk Diameter (inches)
5 gallons 0.5 to 0.75
15 gallons 0.75 to 1.5
24-inch box 1.5 to 2.5
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City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #1ϵ/ϮϬ-007 for Citywide Tree Maintenance Services
Appendices A - H
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2. The tree shall be well rooted in the container. When the container is removed, the root ball shall
remain intact, and when the tree is lifted, the trunk and the root system shall move as one.
3. The upper-most roots or root collar shall be within 1" (one inch) above or below the soil surface.
The soil level should be within 2’ (two inches) of the top of the container (see table below).
Container Size Soil Level from Top of Container (inches)
5 gallons 1.25 to 2
15 gallons 1.75 to 2.75
24-inch box 2.25 to 3
4. The root ball periphery should be free of large circling and bottom-matted roots. The acceptable
diameter of circling peripheral roots depends on species and size of root ball.
5. On grafted or budded trees, there shall be no suckers from the root stock.
E. MOISTURE STATUS
At time of inspection and delivery, the root ball shall be moist throughout, and the tree crown shall
show no signs of moisture stress, as indicated by wilt. Roots shall show no signs of being subjected to
excess soil moisture conditions, as indicated by root discoloration, distortion, death, or foul odor.
INSPECTION
The City of Rancho Cucamonga reserves the right to reject trees that do not meet specifications as set
forth in these guidelines.
DELIVERY
Delivery shall be made at the agreed-upon date and time. The vendor shall notify the City, as soon as
possible, of any delivery which becomes delayed due to extenuating circumstances.
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City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #1ϵ/ϮϬ-007 for Citywide Tree Maintenance Services
Appendices A - H
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GLOSSARY
Co-dominant - Two or more vigorous and upright branches of relatively equal size that originate from a
common point, usually where the leader has been lost or removed.
Crown - The aboveground part of the tree including the trunk.
Cultivar - A named plant selection from which identical or nearly identical plants can be produced,
usually by vegetative propagation or cloning.
Girdling root - A root that partially or entirely encircles the trunk and/or buttress roots, which could
restrict growth and downward movement of photosynthate and/or water and nutrients up.
Included bark - Bark embedded within the crotch between a branch and the trunk or between two or
more stems that prevents the formation of a normal branch bark ridge. This often occurs in branches
with narrow-angled attachments or branches resulting from the loss of the leader. Such attachments
are weak and subject to splitting.
Kinked root – Is a primary root, which is sharply bent, causing a restriction to water, nutrient, and
photosynthate movement. Kinked roots may compromise the structural stability of roots systems.
Leader - The dominant stem which usually develops into the main trunk.
Photosynthate - Pertains to sugar and other carbohydrates that are produced by the foliage during
photosynthesis, an energy trapping process.
Root collar - The flared area at the base of a tree where the roots and trunk merge; also referred to as
the "root crown" or "root flare".
Shall - Used to denote a practice that is mandatory.
Should - Used to denote a practice that is recommended.
Scaffold branches - Large, main branches that form the main structure of the tree.
Temporary branch - A small branch that is retained temporarily along the trunk of young trees.
Temporary branches provide photosynthate to increase trunk caliper and taper and help protect it from
sunburn damage and mechanical injury. Such branches should be kept small and gradually removed as
the trunk develops.
Trunk - The main stem or axis of a tree that is supported and nourished by the roots and to which
branches are attached.
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City of Rancho Cucamonga and RCFPD
Request for Proposals (“RFP”) #1ϵ/ϮϬ-007 for Citywide Tree Maintenance Services
Appendices A - H
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Page 116 of 116
APPENDIX G – STORMWATER BEST MANAGEMENT PRACTICES
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DATE: December 4, 2019
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:William Wittkopf, Public Works Services Director
Dean Rodia, Parks and Landscape Superintendent
Ruth Cain, CPPB, Procurement Manager
Paul Fisher, Management Analyst I
SUBJECT: CONSIDERATION TO AWARD A CONTRACT TO WEST COAST ARBORISTS, INC. FOR CITYWIDE
TREE MAINTENANCE SERVICES.
RECOMMENDATION:
Staff recommends the City Council award and authorize the execution of a contract for “Citywide Tree Maintenance Services” with
West Coast Arborists, Inc., effective January 1, 2020 for an eighteen (18) month term with an option to renew for one (1) year
increments up to a total of six (6) additional years, in an amount not to exceed $600,000 for the remainder of FY 2019/2020 and an
annual amount not to exceed $1,200,000 for FY 2020/2021 through FY 2026/2027, contingent upon approval of the FY 2020/2021
and future budgets.
BACKGROUND:
The Public Works Services Department and the Procurement Division routinely issue requests for proposals to ensure vendor
services remain competitive. Public Works staff updated the “Citywide Tree Maintenance Services” contract to include newer
terminology, service specification changes, and better compliance language. With these changes to the scope of service, rebidding
this contract brings it more in line with current requirements and fund resources, while providing the best value for the community.
The new scope of services for this contract includes, but is not limited to, grid trimming, pruning, removals, stump grinding, planting,
staking, pest control, fertilizing, watering, emergency response and arborist services for City owned and maintained trees in all LMDs,
CFDs, General Fund and PD85 Parkways, Paseos, Medians, Parks and other City Facilities.
Public Works Staff routinely evaluate programs seeking opportunities to enhance services provided to the community. The City’s
current tree maintenance program is based upon species, season and frequency of requests. The contractor moves around the City
trimming all trees of a particular species during the different seasons of the year, including customer requests, as directed by City
staff. This approach results in the contractor re-deploying to areas multiple times before all the trees are trimmed. Changing the tree
maintenance program into a grid type trimming process will increase efficiency by trimming all trees in a given area at the same time .
This process will allow for more trees to be trimmed and inspected within a designated yearly schedule until all the trees in the
trimming zone have been attended too. The lower cost of grid trimming will increase the annual number of trees trimmed by sixty-one
percent to a total of 9,990 trees based on current funding. A comparison of current trimming cycles and proposed grid trimming cycles
has been prepared and is included as Attachment 1.
In FY 2017/2018, RFP #18/19-007 for Citywide Tree Maintenance Services concluded with only a single responsive bidder, West
Coast Arborist, Inc. Since there was only one responsive bid, it was deemed to be in the City’s best interest to go back out in FY
2019/2020 to ensure the City received competitive pricing.
The updated specifications were re-submitted to the Procurement Division to prepare a formal Request for Proposal (RFP). The
Procurement Division prepared and posted RFP #19/20-007 for Citywide Tree Maintenance Services. There were two hundred and
sixty-five (265) notified vendors; twenty-six (26) prospective bidders downloaded or viewed the bid package, and there were four (4)
responses received, of which one (1) was considered non-responsive.
ANALYSIS:
An Evaluation Committee consisting of staff from various departments conducted a thorough analysis of the RFP responses and
scored and ranked the responsive proposals. The top two (2) highest ranked vendors were invited to be interviewed and provided an
opportunity to present additional information to enhance their proposal submittals. West Coast Arborists, Inc. of Anaheim, California
was determined to be the most responsive contractor providing the best value while meeting the scope of services and specifications
required. Therefore, staff recommends City Council award a contract to West Coast Arborists, Inc., effective January 1, 2019 for an
eighteen (18) month term with an option to renew in one (1) year increments up to a total of six (6) additional years, in an amount not
to exceed $600,000 for the remainder of FY 2019/2020 and an annual amount not to exceed $1,200,000 for FY 2020/2021 through
FY 2026/2027.
FISCAL IMPACT:
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COUNCIL GOAL(S) ADDRESSED:
This program addresses the City Council’s goal of Enhancing Premier Community Status by ensuring that the City’s Urban Forest is
maintained in a healthy and structurally safe condition. A properly managed urban forest is a valuable asset providing aesthetically
pleasing living and healthy environments for today’s community and future generations to come.
ATTACHMENTS:
Description
Attachment 1 - Comparison of Unit Costs and Trimming Frequencies
Attachment 2 - Contract
The overall contract price for routine monthly maintenance will remain the same compared to the current contract for FY 2019/2020.
The new contract rates are within the proposed contract services budget line items in the various General and Landscape
Maintenance District funds for FY 2019/2020.
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# Description UOM Qty Unit Price Extended Total Unit Price Extended Total Unit Price Extended Total
1 Grid Pruning Flat rate price per tree EA 7500 $74.00 $555,000.00 $102.00 $765,000.00 $133.00 $997,500.00
2 Full Prune per Service Request 0"‐12" DSH EA 500 $74.00 $37,000.00 $102.00 $51,000.00 $74.00 $37,000.00
3 Full Prune per Service Request 13"‐18" DSH EA 1000 $100.00 $100,000.00 $102.00 $102,000.00 $111.00 $111,000.00
4 Full Prune per Service Request 19"‐24" DSH EA 3500 $124.00 $434,000.00 $102.00 $357,000.00 $188.00 $658,000.00
5 Full Prune per Service Request 25"‐30" DSH EA 2500 $144.00 $360,000.00 $102.00 $255,000.00 $244.00 $610,000.00
6 Full Prune per Service Request 31"‐36" DSH EA 100 $294.00 $29,400.00 $102.00 $10,200.00 $299.00 $29,900.00
7 Full Prune per Service Request 36"+ DSH EA 50 $494.00 $24,700.00 $102.00 $5,100.00 $344.00 $17,200.00
8 Crown Raise per Service Request ‐ Hardwood tree 0"‐12" DSH EA 10 $40.00 $400.00 $65.00 $650.00 $50.00 $500.00
9 Crown Raise per Service Request ‐ Hardwood tree 13"‐18" DSH EA 10 $45.00 $450.00 $75.00 $750.00 $70.00 $700.00
10 Crown Raise per Service Request ‐ Hardwood tree 19"‐24" DSH EA 20 $75.00 $1,500.00 $85.00 $1,700.00 $90.00 $1,800.00
11 Crown Raise per Service Request ‐ Hardwood tree 25"‐30" DSH EA 20 $95.00 $1,900.00 $85.00 $1,700.00 $110.00 $2,200.00
12 Crown Raise per Service Request ‐ Hardwood tree 31"‐36" DSH EA 20 $144.00 $2,880.00 $85.00 $1,700.00 $130.00 $2,600.00
13 Crown Raise per Service Request ‐ Hardwood tree 36"+ DSH EA 10 $244.00 $2,440.00 $85.00 $850.00 $150.00 $1,500.00
14 Crown Cleaning per Service Request ‐Hardwood tree 0"‐12" DSH EA 10 $74.00 $740.00 $70.00 $700.00 $60.00 $600.00
15 Crown Cleaning per Service Request ‐Hardwood tree 13"‐18" DSH EA 10 $100.00 $1,000.00 $80.00 $800.00 $95.00 $950.00
16 Crown Cleaning per Service Request ‐Hardwood tree 19"‐24" DSH EA 20 $124.00 $2,480.00 $90.00 $1,800.00 $135.00 $2,700.00
17 Crown Cleaning per Service Request ‐Hardwood tree 25"‐30" DSH EA 20 $194.00 $3,880.00 $100.00 $2,000.00 $175.00 $3,500.00
18 Crown Cleaning per Service Request ‐Hardwood tree 31"‐36" DSH EA 20 $224.00 $4,480.00 $110.00 $2,200.00 $215.00 $4,300.00
19 Crown Cleaning per Service Request ‐Hardwood tree 36"+ DSH EA 10 $274.00 $2,740.00 $120.00 $1,200.00 $250.00 $2,500.00
20 Crown Reduction per Service Request‐ Hardwood tree 0"‐12" DSH EA 10 $204.00 $2,040.00 $100.00 $1,000.00 $74.00 $740.00
21 Crown Reduction per Service Request‐ Hardwood tree 13"‐18" DSH EA 10 $294.00 $2,940.00 $150.00 $1,500.00 $111.00 $1,110.00
22 Crown Reduction per Service Request‐ Hardwood tree 19"‐24" DSH EA 20 $344.00 $6,880.00 $185.00 $3,700.00 $188.00 $3,760.00
23 Crown Reduction per Service Request‐ Hardwood tree 25"‐30" DSH EA 20 $394.00 $7,880.00 $225.00 $4,500.00 $244.00 $4,880.00
24 Crown Reduction per Service Request‐ Hardwood tree 31"‐36" DSH EA 20 $444.00 $8,880.00 $235.00 $4,700.00 $299.00 $5,980.00
25 Crown Reduction per Service Request‐ Hardwood tree 36"+ DSH EA 10 $524.00 $5,240.00 $245.00 $2,450.00 $344.00 $3,440.00
26 Palm Pruning Prune Date Palm (Phoenix spp.) EA 10 $224.00 $2,240.00 $135.00 $1,350.00 $150.00 $1,500.00
27 Palm Pruning Clean Trunk for Date Palm (Phoenix spp.) EA 5 $224.00 $1,120.00 $150.00 $750.00 $100.00 $500.00
28 Palm Pruning Prune Fan Palm (Washingtonia spp.) EA 2000 $64.00 $128,000.00 $65.00 $130,000.00 $68.00 $136,000.00
29 Palm Pruning Clean Trunk for Fan Palm (Washingtonia spp.) EA 5 $94.00 $470.00 $240.00 $1,200.00 $80.00 $400.00
30 Palm Pruning Prune all other Palm Species EA 500 $64.00 $32,000.00 $65.00 $32,500.00 $65.00 $32,500.00
31 Tree & Stump Removal 0"‐12" DSH EA 25 $224.00 $5,600.00 $150.00 $3,750.00 $175.00 $4,375.00
32 Tree & Stump Removal 13"‐18" DSH EA 100 $324.00 $32,400.00 $388.00 $38,800.00 $375.00 $37,500.00
33 Tree & Stump Removal 19"‐24" DSH EA 150 $500.00 $75,000.00 $580.00 $87,000.00 $575.00 $86,250.00
34 Tree & Stump Removal 25"‐30" DSH EA 150 $750.00 $112,500.00 $770.00 $115,500.00 $885.00 $132,750.00
35 Tree & Stump Removal 31"‐36" DSH EA 100 $850.00 $85,000.00 $970.00 $97,000.00 $1,175.00 $117,500.00
36 Tree & Stump Removal 36"+ DSH EA 30 $1,000.00 $30,000.00 $1,080.00 $32,400.00 $1,375.00 $41,250.00
37 Tree Removal Only. No Stump Removal 0"‐12" DSH EA 10 $224.00 $2,240.00 $110.00 $1,100.00 $125.00 $1,250.00
38 Tree Removal Only. No Stump Removal 13"‐18" DSH EA 10 $324.00 $3,240.00 $250.00 $2,500.00 $300.00 $3,000.00
39 Tree Removal Only. No Stump Removal 19"‐24" DSH EA 10 $500.00 $5,000.00 $400.00 $4,000.00 $445.00 $4,450.00
40 Tree Removal Only. No Stump Removal 25"‐30" DSH EA 10 $750.00 $7,500.00 $500.00 $5,000.00 $625.00 $6,250.00
41 Tree Removal Only. No Stump Removal 31"‐36" DSH EA 10 $850.00 $8,500.00 $600.00 $6,000.00 $840.00 $8,400.00
42 Tree Removal Only. No Stump Removal 36"+ DSH EA 10 $1,000.00 $10,000.00 $700.00 $7,000.00 $1,075.00 $10,750.00
43 Stump Removal per Stump Diameter Inch at Grade DI 300 $14.00 $4,200.00 $12.00 $3,600.00 $13.75 $4,125.00
44
Tree Planting and Staking 15 Gallon (double staked per specs) ‐ Labor,
Equip., Tree & Materials EA 20 $194.00 $3,880.00 $190.00 $3,800.00 $175.00 $3,500.00
45
Tree Planting and Staking 24 inch Box (double staked per specs) ‐
Labor, Equip., Tree & Materials EA 10 $394.00 $3,940.00 $385.00 $3,850.00 $350.00 $3,500.00
46
Tree Planting and Staking 36 inch Box (double staked per specs) ‐
Labor, Equip., Tree & Materials EA 5 $954.00 $4,770.00 $975.00 $4,875.00 $925.00 $4,625.00
47 General Labor Rates Rate for 1 Ground‐person HR 1 $89.00 $89.00 $75.00 $75.00 $77.00 $77.00
48 General Labor Rates Rate for 1 Equipment Operator HR 1 $89.00 $89.00 $80.00 $80.00 $85.00 $85.00
49 General Labor Rates Rate for 1 Trimmer HR 1 $89.00 $89.00 $85.00 $85.00 $81.00 $81.00
50 Day Rate Service Crew DAY 1 $2,136.00 $2,136.00 $1,920.00 $1,920.00 $1,970.00 $1,970.00
51 Day Rate Specialty Equipment Day Rate DAY 1 $979.00 $979.00 $700.00 $700.00 $675.00 $675.00
52 Emergency Services During normal business hours HR 1 $300.00 $300.00 $250.00 $250.00 $285.00 $285.00
53 Emergency Services After hours, weekends &/or holidays HR 1 $450.00 $450.00 $300.00 $300.00 $375.00 $375.00
54 General Arborist Services Arborist Reports HR 20 $174.00 $3,480.00 $135.00 $2,700.00 $125.00 $2,500.00
55 General Arborist Services Level 1, 2, and 3 Risk Assessments HR 20 $174.00 $3,480.00 $175.00 $3,500.00 $125.00 $2,500.00
56 Other Changes (please specify)LOT 1 $89.00 $89.00 $85.00 $85.00 no bid no bid
57 Other Changes (please specify)LOT 1 $89.00 $89.00 $85.00 $85.00 no bid no bid
$2,167,720.00 $2,170,955.00 $3,153,283.00
City of Rancho Cucamonga
RFP for Citywide Tree Maintenance Services ‐ Fall 2019
Line Items
WCA UPS Mariposa
9.f
Packet Pg. 460 Attachment: PW.Tree Maintenance.A5- Bid Summary (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for Citywide Tree
City of San Bernardino
Unit rates for Fiscal Year 2020-21
Street Tree Maintenance Services provided by WCA, Inc.
Item Description Unit Unit Rate Unit Rate Unit Description
1 Grid Tree Pruning Each 67.25$ 74.00$
2 Street Tree Pruning Each 52.25$ 40.00$ Each Crown Raise per Service Request 0"-12" DSH
(Crown Raising by Grid or Block)45.00$ Each Crown Raise per Service Request 13"-18" DSH
75.00$ Each Crown Raise per Service Request 19"-24" DSH
95.00$ Each Crown Raise per Service Request 25"-30" DSH
144.00$ Each Crown Raise per Service Request 31"-36" DSH
224.00$ Each Crown Raise per Service Request 36"+ DSH
3 Service Request (Full Prune)Each 248.35$ 74.00$ Each Full Prune per Service Request 0"-12" DSH
100.00$ Each Full Prune per Service Request 13"-18" DSH
124.00$ Each Full Prune per Serivce Request 19"-24" DSH
144.00$ Each Full Prune per Service Request 25"-30" DSH
294.00$ Each Full Prune per Service Request 31"-36" DSH
494.00$ Each Full Prune per Service Request 36"+ DSH
4 Aesthetic Tree Pruning Each 104.50$ 74.00$ Each Crown Cleaning per Service Request 0"-12" DSH
(Crown Cleaning by Grid or Block)100.00$ Each Crown Cleaning per Service Request 13"-18" DSH
124.00$ Each Crown Cleaning per Service Request 19"-24" DSH
194.00$ Each Crown Cleaning per Service Request 25"-30" DSH
224.00$ Each Crown Cleaning per Service Request 31"-36" DSH
274.00$ Each Crown Cleaning per Service Request 31"-36" DSH
5 Crown Reduction Pruning Hour 235.20$ 204.00$ Each Crown Reduction per Service Request 0"-12" DSH
294.00$ Each Crown Reduction per Service Request 13"-18" DSH
344.00$ Each Crown Reduction per Service Request 19"-24" DSH
394.00$ Each Crown Reduction per Service Request 25"-30" DSH
444.00$ Each Crown Reduction per Service Request 31"-36" DSH
524.00$ Each Crown Reduction per Service Request 36"+ DSH
6 Palm Tree Pruning Each 65.35$ 64.00$
7 Date Palm Pruning Each 248.35$ 224.00$
8 Palm Skinning LF 19.50$ 94.00$ Each Palm Skinning
9 Tree and Stump Removal Dia Inch 35.60$ 224.00$ Each Tree and Stump Removal 0"-12" DSH
324.00$ Each Tree and Stump Removal 13"-18" DSH
500.00$ Each Tree and Stump Removal 19"-24" DSH
750.00$ Each Tree and Stump Removal 25"-30" DSH
850.00$ Each Tree and Stump Removal 31"-36" DSH
1,000.00$ Each Tree and Stump Removal 36"+ DSH
10 Tree Only Removal Dia Inch 20.30$ 224.00$ Each Tree Only Removal 0"-12"
324.00$ Each Tree Only Removal 13"-18"
500.00$ Each Tree Removal Only 19"-24"
750.00$ Each Tree Removal Only 25"-30"
850.00$ Each Tree Only Removal 31"-36"
1,000.00$ Each Tree Only Removal 36"+
11 Stump Only Removal Dia Inch 12.70$ 14.00$
12 Root Pruning LF 15.25$ 15.25$
13 Plant 15 gallon tree w/out RB Each 98.00$ 194.00$
14 Plant 24" Box tree w/o RB Each 300.00$ 394.00$
15 Plant 36" Box tree w/o RB Each 980.00$ 954.00$
16 Tree Watering Hour 78.40$ 89.00$
17 Crew Rental - per worker Hour 78.40$ 89.00$
18 Emergency (Evenings/Weekends) Man Hour 105.95$ 150.00$
19 Emergency (Reg business hrs)Man Hour 105.95$ 100.00$
20 Arborist Services & Report Writing Hour 162.75$ 174.00$
21 GPS Tree Inventory Tree Site 2.00$ 2.00$
= denotes unit rates agreed upon for FY20-21.
City of Rancho Cucamonga (commenced 12/4/19)City of San Bernardino
9.g
Packet Pg. 461 Attachment: PW.Tree Maintenance. A6-Negotiated Rate Comparison (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for
City of San Bernardino
Unit rates for Fiscal Year 2020-21
Street Tree Maintenance Services provided by WCA, Inc.
Item Description Unit Unit Rate
1 Grid Tree Pruning Each 67.25$
2 Crown Raising (Ordered per Grid or Block Only)Each 52.25$
3 Service Request (Full Prune) 0"-12" DSH Each 74.00$
13" - 18" DSH Each 100.00$
19" - 24" DSH Each 124.00$
25" - 30" DSH Each 144.00$
31" - 36" DSH Each 294.00$
Over 36" DSH Each 494.00$
4 Aesthetic Pruning (Crown Cleaning ordered per Grid or Block Only)Each 104.50$
5 Crown Reduction Pruning 0" - 12" DSH Each 204.00$
13" - 18" DSH Each 294.00$
19" - 24" DSH Each 344.00$
25" - 30" DSH Each 394.00$
31" - 36" DSH Each 444.00$
Over 36" DSH Each 524.00$
6 Palm Tree Pruning Each 64.00$
7 Date Palm Pruning Each 224.00$
8 Palm Skinning Per Palm 94.00$
9 Tree and Stump Removal 0" - 12" DSH Each 224.00$
13" - 18" DSH Each 324.00$
19" - 24" DSH Each 500.00$
25" - 30" DSH Each 750.00$
31" - 36" DSH Each 850.00$
Over 36" DSH Each ########
10 Tree Only Removal 0" - 12" DSH Each 224.00$
13" - 18" DSH Each 324.00$
19" - 24" DSH Each 500.00$
25" - 30" DSH Each 750.00$
31" - 36" DSH Each 850.00$
Over 36" DSH Each ########
11 Stump Only Removal Dia Inch 12.70$
12 Root Pruning LF 15.25$
13 Plant 15 gallon tree w/out RB Each 98.00$
14 Plant 24" Box tree w/o RB Each 300.00$
15 Plant 36" Box tree w/o RB Each 980.00$
16 Tree Watering Hour 78.40$
17 Crew Rental - per worker Hour 78.40$
18 Emergency (Evenings/Weekends) Man Hour 105.95$
19 Emergency (Reg business hrs)Man Hour 105.95$
20 Arborist Services & Report Writing Hour 162.75$
21 GPS Tree Inventory Tree Site 2.00$
Unit rates valid July 1, 2020 through June 30, 2021.
City of San Bernardino
9.h
Packet Pg. 462 Attachment: PW.Tree Maintenance.A7- SB Rates (6777 : Resolution Awarding a Contract to West Coast Arborists, Inc. for Citywide Tree
Page 1
Consent Calendar
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Kris Jensen, Director of Public Works
Subject: Resolution Declaring Intent to Annex Territory into CFD
District No. 2019-1
Recommendation
Adopt Resolution No. 2020-155 of the Mayor and City Council of the City of San
Bernardino, California, declaring its intention to annex territory into Community Facilities
District No. 2019-1 (Maintenance Services) of the City of San Bernardino, adopting a
map of the area to be proposed (Annexation No. 5) and authorizing the levy of a special
taxes therein.
Background
On June 5, 2019, the City Council approved Resolution No. 2019 -081 establishing
Community Facilities District No. 2019-1 (Maintenance Services) of the City of San
Bernardino (the "CFD No. 2019-1" or "District") for the purpose of levying special taxes
on parcels of taxable property to provide certain services which are necessary to meet
increased demands placed upon the City.
Discussion
On July 17, 2019, the City Council adopted Resolution No. 2019 -178, establishing CFD
No. 2019-1 pursuant to the provisions of the Mello-Roos Community Facilities Act of
1982 (“Act”). CFD No. 2019-1 allows for the levy of special taxes on parcels of taxable
property for the purpose of providing certain services which are necessary to meet
increased demands placed by development upon the City.
Development projects are subject to conditions of approval that require projects to
form/annex a maintenance district. These districts apply an annual fee or special tax
upon properties within the District which provide the revenue to offset the cost of
maintenance of the public improvements necessary to serve the development. The
Developer has agreed to initiate and conduct the CFD annexation proceedings pursuant
to the Act. To that end, the Developer has submitted a "Consent and Waiver" form,
which is on file in the City Clerk's office that authorizes the City to (1) hold the election
and declare election results; (2) shorten election time requirements; (3) waive analysis
and arguments; (4) waive all notice requirements relating to the conduct of the election
immediately following the public hearing.
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1. The public facilities and services proposed to be financed within the territory to
be annexed to the District are the following:
2. Maintenance of median landscaping and other public improvements installed
within the public rights-of-way; and
3. Public lighting and appurtenant facilities, including street lights within public
rights-of-way and traffic signals; and
4. Maintenance of streets, including pavement management, and provide street
sweeping; and
5. City and County costs associated with the setting, levying and collection of the
special tax, and in the administration of the District including the contract
administration and for the collection of reserve funds.
The proposed development includes approximately 9.21 gross acres of a vacant
commercial lot. The property is located east of I-215, north-west of intersection W. Little
League Drive and Palm Avenue, as shown in Attachment 2. This development will
create a new Tax Zone No. 6 within CFD No. 2019 -1, as shown in the boundary map
and included in the Resolution of Intention as Exhibit “D”. In order to annex into CFD
No. 2019-1, a Resolution of Intention to annex property must be approved to identify the
facilities to be maintained and establish the maximum special tax for this Tax Zone. The
Resolution of Intention shall also set the date and time for the public hearing.
The rate and method of apportionment of the special tax for this Tax Zone (Tax Zone
No. 6) is included as Exhibit “C” to the Resolution of Intention. The maximum annual
special tax for this development has been calculated to be $2,424 per acre. This tax
rate includes a Maximum Special Tax A of $1,895 per unit per year for maintenance
services of public facilities and a Maximum Annual Special Tax B (Contingent) of $529
per acre per year. Special Tax B (Contingent) is for the maintenance and operation of
the improvements described in Exhibit “B” attached hereto. If the Property Owners
Association (POA) were to default of its obligation to maintain such improvements, the
City would be able to collect funds to pay for those services. Annual Special Tax B
(Contingent) rate is proposed to escalate each year at the greater of Consumer Price
Index (CPI) or 2%. Attachment 3 attached to the staff report is a maintenance exhibit to
illustrate which services are being maintained by the CFD and by the POA.
In order to annex property to CFD No. 2019 -1 pursuant to the provisions of California
Government Code Section 53311 et seq., the City must adopt a series of three
statutorily required Resolutions and an Ordinance which are summarized below.
Resolution declaring City intent to annex territory to Community Facilities District
No. 2019-1 including the boundary of the area to be annexed and the rate and
method of apportionment of special t axes within the annexation area (the special
tax applies only to properties within the annexation area).
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Resolution calling an election to submit to the qualified electors the question of
levying a special tax within the area proposed to be annexed to the District.
Resolution declaring the results of the election and directing the recording of the
notice of special tax lien.
Amend the Ordinance and order the levy and collection of special taxes in the
District.
With the adoption of the Resolution of Intention, the Public Hearing would be scheduled
for August 5, 2020.
2020-2025 Key Strategic Targets and Goals
Formation of this CFD is consistent with Key Target No. 4a: Secure a long-term revenue
source. Funding from district assessments will create sustainable financial support for
ongoing maintenance of landscape and infrastructure associated with the district
location.
Fiscal Impact
The individual property owners in the CFD will be responsible for annual payments of
special taxes. Upon full completion of the development, it is estimated that there will be
an annual collection of special tax revenues of approximately $17,985 to be used to pay
for maintenance costs.
On March 1 of each year, every taxable unit for which a building permit has been issued
within the boundaries of the CFD will be subject to the special tax for the ensuing Fiscal
Year. If the anticipated costs of maintaining the facilities in any given Fiscal Year, prior
to build-out of the project, exceeds the special tax revenues a vailable from parcels for
which building permits have been issued, then the special tax may also be applied to
property within recorded final subdivision maps, as well as other undeveloped property
within the boundaries of the CFD.
All costs associated with annexation into the CFD have been borne by the Developer.
By annexing into the CFD, the costs of maintaining improvements located within the
development will be financed through special taxes levied on the parcels within CFD
No. 2019-1 and not through the City’s General Fund.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, adopt
Resolution No. 2020-155, declaring its intention to annex territory into Community
Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino,
adopting a map of the area to be proposed (Annexation No. 5) and authorizing the levy
of a special taxes therein.
Attachments
Attachment 1 Resolution 2020-155; Exhibit “A”-Description of Territory; Exhibit
“B”-Description of Authorized Services; Exhibit “C”-Rate and
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Method of Apportionment; Exhibit “D”-Annexation and Potential
Annexation Boundary Maps; Exhibit “E”-Signed Petition, Waiver
and Consent; Exhibit “F”-Notice of Public Hearing; Exhibit “G”-
Special Election Ballot
Attachment 2 Project/Location Map
Attachment 3 CFD Landscape Maintenance Exhibit
Ward: All
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-81, of
Intention to form Community Facilities District No. 2019-1
(Maintenance Services) of the City of San Bernardino (the
“Resolution of Intention”), pursuant to the provisions of the “Mello -
Roos Community Facilities Act of 1982”.
July 17, 2019 Resolution No. 2019-178 was adopted establishing Community
Facilities District No. 2019-1; Resolution No. 2019-179 was
adopted declaring election results for Community Facilities District
No. 2019-1; and first reading of Ordinance No. MC-1522 levying
special taxes to be collected during FY 2019 -20 to pay annual costs
of maintenance, services and expenses with respect to Community
Facilities District No. 2019-1.
August 7, 2019 Final reading of Ordinance No. MC-1522 levying special taxes to be
collected during FY 2019-20 to pay annual costs of maintenance,
services and expenses with respect to Community Facilities District
No. 2019-1.
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RESOLUTION NO. 2020-155
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
DECLARING ITS INTENTION TO ANNEX TERRITORY
INTO COMMUNITY FACILITIES DISTRICT NO. 2019-1
(MAINTENANCE SERVICES) OF THE CITY OF SAN
BERNARDINO, ADOPTING A MAP OF THE AREA TO BE
PROPOSED (ANNEXATION NO. 5) AND AUTHORIZING
THE LEVY OF A SPECIAL TAXES THEREIN
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”),
on June 5, 2019, the City Council (the “City Council”) of the City of San Bernardino (the
“City”) approved Resolution No. 2019-081 establishing Community Facilities District No. 2019-
1 (Maintenance Services) of the City of San Bernardino, County of San Bernardino, State of
California, defined the "CFD No. 2019-1", for the purpose of levying special taxes on parcels of
taxable property therein for the purpose of providing certain services which are necessary to
meet increased demands placed upon the City; and
WHEREAS, the City Council has received a written instrument from the landowner in
the CFD No. 2019-1 to initiate and conduct proceedings pursuant to the Act, to annex territory to
CFD No. 2019-1 and consenting to the shortening of election time requirements, waiving
analysis and arguments, and waiving all notice requirements relating to the conduct of the
election; and
WHEREAS, the City Council has been advised that certain property owners have
requested that the area shown in Exhibit D be annexed territory to the boundaries of CFD No.
2019-1, that a rate and method of apportionment of the special tax to be levied therein be
established.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. Intent to Annex. The City Council hereby declares that it proposes and
intends to conduct proceedings pursuant to Article 3.5 for the annexation to the Community
Facilities District of the territory described in Exhibit A attached hereto. The City Counci l
determines that the public convenience and necessity require that such territory be annexed to the
Community Facilities District.
SECTION 2. Name of the Community Facilities District. The name of the existing
community facilities district is known as “Community Facilities District No. 2019-1
(Maintenance Services)”.
SECTION 3. Description of Territory Proposed to be Annexed, Annexation Map. The
territory proposed to be annexed are included within the boundaries within which property may
annex to CFD No. 2019-1 and are more particularly described and shown on that certain map
entitled “Boundaries – Potential Annexation Area Community Facilities District No. 2019-1
10.a
Packet Pg. 467 Attachment: PW. CFD 2019-1, Annexation No.5 - Resolution (6798 : Resolution Declaring Intent to Annex Territory into CFD District No. 2019-1)
Resolution No. 2020-155
(Maintenance Services) of the City of San Bernardino, County of San Bernardino, State of
California,” as recorded on June 6, 2019 in Book 88 of Maps of Assessment and Community
Facilities District, Page 33, and as Instrument No. 2019-0185395 in the official records of the
County of San Bernardino. The territory proposed to be annexed to the CFD No. 2019-1 is
described in Exhibit A attached hereto and by this reference made a part hereof. Such territory is
also shown and described on the map thereof entitled "Annexation Map No. 5, Community
Facilities District No. 2019-1 (Maintenance Services), City of San Bernardino, County of San
Bernardino, State of California," which is on file with the City Clerk (the "Annexation Map")
and attached hereto as Exhibit D.
SECTION 4. Description of Authorized Services. The services proposed to be financed
by CFD No. 2019-1 (the “Services”) are described in Exhibit B attached hereto. The cost of
providing the Services includes “incidental expenses,” which include costs associated of CFD
No. 2019-1, determination of the amount of special taxes, collection or payment of special taxes,
or costs otherwise incurred in order to carry out the authorized purposes of CFD No. 2019-1.
The Services authorized to be financed by CFD No. 2019-1 are in addition to those currently
provided in the territory of CFD No. 2019 -1 and do not supplant services already available
within that territory.
SECTION 5. Levy of Special Taxes. Except where funds are otherwise available, a
special tax sufficient to pay the costs of the Services (including incidental expenses), secured by
recordation of a continuing lien against all nonexempt real property in CFD No. 2019-1, will be
levied annually within CFD No. 2019-1. The Rate and Method of Apportionment, and manner of
collection of the special tax are specified in Exhibit C.
SECTION 6. Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets
and Highways Code, the City Council adopts the Annexation Map as the map of the area
proposed to be annexed to the CFD No. 2019-1. Pursuant to Section 3111 of said Code, the City
Clerk shall file the original of the Annexation map in his office and shall file a copy of the
Annexation Map with the County Recorder of the County of San Bernardino no later than 15
days prior to the date of the hearing specified in Section 7 hereof.
SECTION 7. Public Hearing. The City Council hereby fixes 7:00 p.m., or as soon
thereafter as practicable, on Wednesday, August 5, 2020, in the City Council Chambers located
at 201 North “E” Street, San Bernardino, California, as the time and place when and where the
City Council will conduct a public hearing on the proposed annexation of the said territory to the
CFD No. 2019-1.
SECTION 8. Notice of Public Hearing. The City Clerk is hereby directed to publish, or
cause to be published, a notice of said public hearing, in substantially the form attached hereto as
Exhibit F, one time in a newspaper of general circulation published in the area of CFD No. 2019-
1. The publication of said notice shall be completed at least seven days prior to the date herein
fixed for said hearing. Said notice shall contain the information prescribed by Section 53322 of
the Act.
SECTION 9. Mailing Ballots. In anticipation of its action on Wednesday August 5,
2020 to call the election on the annexation for the same date, pursuant to waiver of election time
10.a
Packet Pg. 468 Attachment: PW. CFD 2019-1, Annexation No.5 - Resolution (6798 : Resolution Declaring Intent to Annex Territory into CFD District No. 2019-1)
Resolution No. 2020-155
limits from the landowners, the City Council hereby authorizes the C ity Clerk to mail to each
landowner in the territory proposed to be annexed to the CFD No. 2019-1 a ballot in
substantially the form set forth in Exhibit G hereto. A copy of the waiver and consent form
signed by the property owner is attached hereto as Exhibit E and incorporated herein by this
reference.
SECTION 10. The City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 11. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 12. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the Acting City Clerk this ___ day of __________ 2020.
John Valdivia, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, Acting City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
10.a
Packet Pg. 469 Attachment: PW. CFD 2019-1, Annexation No.5 - Resolution (6798 : Resolution Declaring Intent to Annex Territory into CFD District No. 2019-1)
Resolution No. 2020-155
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, Acting City Clerk, hereby certify that the attached is a true
copy of Resolution No. 2020-___, adopted at a regular meeting held on the ___ day of _______
2020 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
NICKEL _____ _____ _______ _______
RICHARD _____ _____ _______ _______
MULVIHILL _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of
____________ 2020.
Genoveva Rocha, CMC, Acting City Clerk
10.a
Packet Pg. 470 Attachment: PW. CFD 2019-1, Annexation No.5 - Resolution (6798 : Resolution Declaring Intent to Annex Territory into CFD District No. 2019-1)
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No.
2019-1”) Annexation No. 5 is currently comprised of one parcel, located within the City boundaries. The property
is identified by the following San Bernardino County Assessor's Parcel Numbers (APN).
APN Owner Name
0261-182-41 Strata Palma, LLC
10.b
Packet Pg. 471 Attachment: PW. CFD 2019-1, Annexation No.5 - Attachement 1 - Exhibit A - Description of Proposed Territory to be Annexed (6798 : Resolution
EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but
is not limited to the repair, removal or replacement of all or part of any of the water quality improvements,
fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other
pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and
cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water
quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any
portions adjacent to the properties within CFD No. 2019-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to this resolution of
intention.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the
benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019-1 before CFD No. 2019-1 was created.
10.c
Packet Pg. 472 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit B - Description of Services (6798 : Resolution Declaring Intent to Annex
EXHIBIT C
City of San Bernardino 1
Community Facilities District No. 2019‐1 (Maintenance Services)
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2019‐1 (MAINTENANCE SERVICES)
OF THE CITY OF SAN BERNARDINO
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined
below) in Community Facilities District No. 2019‐1 (Maintenance Services) (the “CFD No. 2019‐1” or
“CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July
1, 2019, in an amount determined by the City Council of the City of San Bernardino, acting in its capacity
as the legislative body of CFD No. 2019‐1, by applying the rate and method of apportionment set forth
below. All of the real property in CFD No. 2019‐1, unless exempted by law or by the provisions herein,
shall be taxed to the extent and in the manner provided herein.
A. DEFINITIONS
“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel
Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the
applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be
calculated by the Administrator.
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the
formation, annexation, and administration of CFD No. 2019‐1 including, but not limited to: the costs
of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether
by the City or designee thereof or both); the costs to the City, CFD No. 2019‐1, or any designee thereof
associated with fulfilling the CFD No. 2019‐1 disclosure requirements; the costs associated with
responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2019‐1 or
any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees
including payment of a proportional share of salaries and benefits of any City employees and City
overhead whose duties are related to the administration and third party expenses. Administrative
Expenses shall also include amounts estimated or advanced by the City or CFD No. 2019‐1 for any
other administrative purposes of CFD No. 2019‐1, including attorney's fees and other costs related to
commencing and pursuing to completion any foreclosure of delinquent Special Taxes.
“Administrator” means the City Manager of the City of San Bernardino, or his or her designee.
“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final
Map that was recorded prior to the March 1 preceding the Fiscal Year in which the Special Tax is being
levied, and that have not been issued a building permit on or prior to the March 1 preceding the Fiscal
year in which the special tax is being levied.
“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number
by the County Assessor of the County of San Bernardino.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by
Assessor’s Parcel Number.
“Assessor’s Parcel Number” means that identification number assigned to a parcel by the County
Assessor of the County.
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City of San Bernardino 2
Community Facilities District No. 2019‐1 (Maintenance Services)
“Building Square Footage” or “BSF” means the floor area square footage reflected on the original
construction building permit issued for construction of a building of Non‐Residential Property and any
Building Square Footage subsequently added to a building of such Taxable Property after issuance of
a building permit for expansion or renovation of such building.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“CFD” or “CFD No. 2019‐1” means the City of San Bernardino Community Facilities District No. 2019‐
1 (Maintenance Services).
“City” means the City of San Bernardino.
“Contingent Special Tax B Requirement” means that amount required in any Fiscal Year, if the POA
is unable to maintain the Service(s) to: (i) pay the costs of Services incurred or otherwise payable in
the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs
of Services as determined by the Administrator; less a credit for funds available to reduce the annual
Special Tax B (Contingent) levy as determined by the Administrator.
“County” means the County of San Bernardino.
“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit
for new construction has been issued on or prior to March 1 preceding the Fiscal Year in which the
Special Tax is being levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as
provided for in Section G.
“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.)
or recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual
lots for which building permits may be issued without further subdivision.
“Fiscal Year” means the period from and including July 1st of any year to and including the following
June 30th.
“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an
Assessor’s Parcel is assigned consistent with the land use approvals that have been received or
proposed for the Assessor’s Parcel as of March 1 preceding the Fiscal Year in which the Special Tax is
being levied.
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B
(Contingent), as applicable.
“Maximum Special Tax A” means the Maximum Special Tax A, as determined in accordance with
Section C below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property
within CFD No. 2019‐1.
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Packet Pg. 474 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit C - Rate and Method of Apportionment (6798 : Resolution Declaring Intent
City of San Bernardino 3
Community Facilities District No. 2019‐1 (Maintenance Services)
“Maximum Special Tax B (Contingent)” means the Maximum Special Tax B (Contingent), as
determined in accordance with Section C below that can be levied in any Fiscal Year on any Assessor's
Parcel of Taxable Property within CFD No. 2019‐1.
“Multi‐Family Residential Property” means any Assessor’s Parcel of residential property that consists
of a building or buildings comprised of attached Residential Units sharing at least one common wall
with another unit.
“Non‐Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a
building permit(s) was issued for a non‐residential use. The Administrator shall make the
determination if an Assessor’s Parcel is Non‐Residential Property.
“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s
association established to maintain certain landscaping within a Tax Zone.
“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the
actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property
with the same Tax Zone, (ii) Approved Property, that the ratio of the actual Special Tax levy to the
Maximum Special Tax is the same for all Parcels of Approved Property with the same Tax Zone, and
(iii) Undeveloped Property that the ratio of the actual Special Tax levy per acre to the Maximum
Special Tax per acre is the same for all Parcels of Undeveloped Property with the same Tax Zone.
“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile
by one or more persons, as determined by the Administrator.
“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed
Residential Units have been constructed or for which building permits have been or may be issued for
purposes of constructing one or more Residential Units.
“Service(s)” means services permitted under the Mello‐Roos Community Facilities Act of 1982
including, without limitation, those services authorized to be funded by CFD No. 2019‐1 as set forth
in the documents adopted by the City Council at the time the CFD was formed.
“Single Family Residential Property” means any residential property other than Multi‐Family
Residential Property on an Assessor’s Parcel.
“Special Tax(es)” means the Special Tax A and/or Special Tax B (Contingent) to be levied in each Fiscal
Year on each Assessor’s Parcel of Taxable Property.
“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel
of Taxable Property to fund the Special Tax A Requirement.
"Special Tax A Requirement" means for each Tax Zone, that amount to be collected in any Fiscal Year
to pay for certain costs as required to meet the needs for such Tax Zone of CFD No. 2019‐1 in both
the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for
maintenance services including but not limited to (i) maintenance and lighting of parks, parkways,
streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii)
public street sweeping, (iv) fund an operating reserve for the costs of Services as determined by the
Administrator, and (v) Administrative Expenses. Under no circumstances shall the Special Tax A
Requirement include funds for Bonds.
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City of San Bernardino 4
Community Facilities District No. 2019‐1 (Maintenance Services)
“Special Tax B (Contingent)” means the Special Tax B (Contingent) to be levied in each Fiscal Year on
each Assessor’s Parcel of Taxable Property to fund the Contingent Special Tax B Requirement, if
required.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2019‐1, which are not Exempt
Property.
“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre.
"Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates may
be levied pursuant to this Rate and Method of Apportionment of Special Tax. Appendix C identifies
the Tax Zone in CFD No. 2019‐1 at formation; additional Tax Zones may be created when property is
annexed into the CFD.
"Tax Zone 1" means the specific geographic area identified on the CFD Boundary Map as Tax Zone 1.
"Tract(s)" means an area of land; i) within a subdivision identified by a particular tract number on a
Final Map, ii) identified within a Parcel Map; or iii) identified within lot line adjustment approved for
subdivision.
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed
Property or Approved Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2019‐1 shall be classified
as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy
of Special Taxes as determined pursuant to Sections C and D below. Assessor’s Parcels of Developed
Property and Approved Property shall be classified as either Residential Property or Non‐Residential
Property. Residential Property shall be further classified as Single Family Residential Property or
Multi‐Family Residential Property and the number of Residential Units shall be determined by the
Administrator.
C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed
Property and Approved Property which are classified as Residential Property, all such Assessor’s
Parcels shall be assigned the number of Residential Unit(s) constructed or to be constructed thereon
as specified in or shown on the building permit(s) issued or Final Map as determined by the
Administrator. For Parcels of undeveloped property zoned for development of single family attached
or multi‐family units, the number of Residential Units shall be determined by referencing the
condominium plan, apartment plan, site plan or other development plan, or by assigning the
maximum allowable units permitted based on the underlying zoning for the Parcel. Once a single
family attached or multi‐family building or buildings have been built on an Assessor's Parcel, the
Administrator shall determine the actual number of Residential Units contained within the building
or buildings, and the Special Tax A levied against the Parcel in the next Fiscal Year shall be calculated
by multiplying the actual number of Residential Units by the Maximum Special Tax per Residential
Unit identified for the Tract below or as included in Appendix A as each Annexation occurs.
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed
Property and Approved Property which are classified as Non‐Residential Property, all such Assessor’s
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City of San Bernardino 5
Community Facilities District No. 2019‐1 (Maintenance Services)
Parcels shall be assigned the number of Building Square Footage or Acres as shown on the Final Map
as determined by the Administrator. Once the Administrator determines the actual number of
Building Square Footage or Acres for the Assessor’s Parcels, the Special Tax A levied against the
Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the number of Building
Square Footage or Acres by the Maximum Special Tax per Taxable Unit identified for the Tax Zone
below or as included in Appendix A as each Annexation occurs.
1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019‐1,
the rate and method adopted for the annexed property shall reflect the Maximum Special Tax
A for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax A for
Developed Property for Fiscal Year 2019‐2020 within Tax Zone 1 is identified in Table 1 below:
TABLE 1
MAXIMUM SPECIAL TAX A RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 17170 Single Family Residential Property RU $961
(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Developed
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items)
for Los Angeles ‐ Riverside ‐ Orange County (1982‐84 = 100) since the beginning of the
preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel
shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category
located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land
use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based
on the amount of Acreage designated for each land use as determined by reference to the
site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of
property shall be final.
b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to
each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019‐1, the rate
and method adopted for the annexed property shall reflect the Maximum Special Tax A for the
Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Approved property
Fiscal Year 2019‐20 within Tax Zone 1 is identified in Table 2 below:
10.d
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City of San Bernardino 6
Community Facilities District No. 2019‐1 (Maintenance Services)
TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 17170 Single Family Residential RU $961
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Approved Property
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles
‐ Riverside ‐ Orange County (1982‐84 = 100) since the beginning of the preceding Fiscal Year, or ii)
by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019‐1, the
rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for
the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped
Property for Fiscal Year 2019‐20 within Tax Zone 1 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX A RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Taxable Unit Maximum Special Tax A
1 TR 17170 Acre $4,338
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Undeveloped Property
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles
‐ Riverside ‐ Orange County (1982‐84 = 100) since the beginning of the preceding Fiscal Year, or ii)
by two percent (2.0%), whichever is greater.
2. Special Tax B (Contingent)
The City Council shall levy Special Tax B (Contingent) only in the event the POA defaults in its bligation
to maintain the Contingent Services, which default shall be deemed to have occurred, as determined
by the Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA ceases to levy annual assessments for the Contingent Services; or
(d) The POA fails to provide the Contingent Services at the same level as the City provides similar
services and maintains similar improvements throughout the City and within ninety (90) days
after written notice from the City, or such longer period permitted by the City Manager, fails
to remedy the deficiency to the reasonable satisfaction of the City Council.
a. Developed Property
(i) Maximum Special Tax B (Contingent)
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City of San Bernardino 7
Community Facilities District No. 2019‐1 (Maintenance Services)
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is
shown in Table 4 and shall be specific to each Tax Zone within the CFD. When additional
property is annexed into CFD No. 2019‐1, the rate and method adopted for the annexed
property shall reflect the Maximum Special Tax B (Contingent) for each Tax Zones annexed
and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2019‐20
within Tax Zone 1 is identified in Table 4 below:
TABLE 4
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Single Family Residential Property RU $0
(ii) Increase in the Maximum Special Tax B (Contingent)
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for
Developed Property shall increase by i) the percentage increase in the Consumer Price Index
(All Items) for Los Angeles ‐ Riverside ‐ Orange County (1982‐84 = 100) since the beginning of
the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax B (Contingent) that can be levied on an
Assessor's Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be
levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel
that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated
to each type of property based on the amount of Acreage designated for each land use as
determined by reference to the site plan approved for such Assessor's Parcel. The
Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 5 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2019‐1, the rate and method adopted for the annexed property shall reflect
the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2019‐20 within the Tax Zone is identified
in Table 5 below:
TABLE 5
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Single Family Residential Property RU $0
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Approved
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for
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City of San Bernardino 8
Community Facilities District No. 2019‐1 (Maintenance Services)
Los Angeles ‐ Riverside ‐ Orange County (1982‐84 = 100) since the beginning of the preceding
Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 6 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2019‐1, the rate and method adopted for the annexed property shall reflect
the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2019‐20 within the Tax Zone is identified
in Table 6 below:
TABLE 6
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
UNDEVELOPED PROPERTY
Tax Zone
Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Acre $0
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Undeveloped
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los
Angeles ‐ Riverside ‐ Orange County (1982‐84 = 100) since the beginning of the preceding Fiscal Year,
or ii) by two percent (2.0%), whichever is greater.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
1. Special Tax A
Commencing with Fiscal Year 2019‐20 and for each following Fiscal Year, the Council shall determine
the Special Tax A Requirement and shall levy the Special Tax A on all Assessor’s Parcels of Taxable
Property until the aggregate amount of Special Tax A equals the Special Tax A Requirement for each
Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed
Property within each Tax Zone up to 100% of the applicable Maximum Special Tax to satisfy the Special
Tax A Requirement for such Tax Zone;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first step has been completed, the Special Tax A shall be levied Proportionately on each
Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax A for
Approved Property;
Third: If additional monies are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first two steps has been completed, the Special Tax A shall be levied Proportionately on all
Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum Special
Tax A for Undeveloped Property.
2. Special Tax B (Contingent)
Commencing with Fiscal Year in which Special Tax B (Contingent) is authorized to be levied and for
each following Fiscal Year, the City Council shall determine the Contingent Special Tax B (Contingent)
Requirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of
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City of San Bernardino 9
Community Facilities District No. 2019‐1 (Maintenance Services)
Taxable Property within such Tax Zone until the aggregate amount of Special Tax B (Contingent) equals
the Special Tax B ( Contingent) Requirement for such Tax Zone. The Special Tax B (Contingent) Shall
be levied for each Fiscal Year as follows:
First: The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed
Property for a Tax Zone up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy
the Contingent Special Tax B Requirement;
Second: If additional moneys are needed to satisfy the Contingent Special Tax B Requirement after
the first step has been completed, the Special Tax B (Contingent) shall be levied Proportionately on
each Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax B
(Contingent) for Approved Property;
Third: If additional monies are needed to satisfy the Contingent Special Tax B Requirement after
the first two steps has been completed, the Special Tax B (Contingent) shall be levied Proportionately
on all Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum
Special Tax B (Contingent) for Undeveloped Property.
E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2019‐1 from time to time. As
each annexation is proposed, an analysis will be prepared to determine the annual cost for providing
Services. Based on this analysis, the property to be annexed, pursuant to California Government Code
section 53339 et seq. will be assigned to the appropriate Maximum Special Tax rate for the Tax Zone
when annexed and included in Appendix A.
F. DURATION OF SPECIAL TAX
For each Fiscal Year, the Special Tax A shall be levied as long as the Services are being provided.
For each Fiscal Year, the Special Tax B (Contingent) shall be levied as long as the Contingent Services
are being provided.
G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2019‐1, any Assessor’s Parcels; (i) which are
owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity;
(ii) with public or utility easements making impractical their utilization for other than the purposes set
forth in the easement; (iii) which are privately owned but are encumbered by or restricted solely for
public uses; or (iv) which is in use in the performance of a public function as determined by the
Administrator.
H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may
file a written notice of appeal with the City not later than twelve months after having paid the first
installment of the Special Tax that is disputed. A representative(s) of CFD No. 2019‐1 shall promptly
review the appeal, and if necessary, meet with the property owner, consider written and oral evidence
regarding the amount of the Special Tax, and rule on the appeal. If the representative’s decision
requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property
owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that
Assessor’s Parcel in the subsequent Fiscal Year(s).
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City of San Bernardino 10
Community Facilities District No. 2019‐1 (Maintenance Services)
I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem
property taxes, provided, however, that CFD No. 2019‐1 may collect the Special Tax at a different time
or in a different manner if necessary to meet its financial obligations.
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City of San Bernardino 11
Community Facilities District No. 2019‐1 (Maintenance Services)
APPENDIX A
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019‐1 (MAINTENANCE SERVICES)
COST ESTIMATE
Special Tax A Services ‐ The estimate breaks down the costs of providing one year's maintenance
services for Fiscal Year 2020‐21. These services are being funded by the levy of Special Tax A for
Community Facilities District No. 2019‐1.
TAX ZONE 6
PM 19701 (Parcel No. 3)
Item Description Estimated Cost
1 Landscaping $7,841
2 Lighting $300
3 Streets $4,362
4 Reserves $310
5 Admin $1,250
Total $14,063
Special Tax B Contingent Services – The estimate in the table below breaks down the costs of
providing one year’s contingent maintenance services for Fiscal Year 2020‐21. If necessary, these
services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District
No. 2019‐1 Tax Zone 6.
TAX ZONE 6 (CONTINGENT SERVICES)
PM 19701 (Parcel No. 3)
Item Description Estimated Cost
1 Drainage $3,111
2 Reserves $311
3 Admin $500
Total $3,922
TAX ZONE 6
FY 2020‐21 MAXIMUM SPECIAL TAX RATES
DEVELOPED PROPERTY AND APPROVED PROPERTY
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Single Family Residential RU $1,895 $529
Multi‐Family Residential RU $1,895 $529
Non‐Residential Property Acre $1,895 $529
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City of San Bernardino 12
Community Facilities District No. 2019‐1 (Maintenance Services)
TAX ZONE 6
FY 2020‐21 MAXIMUM SPECIAL TAX RATES
UNDEVELOPED PROPERTY
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Acre $1,895 $529
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City of San Bernardino 13
Community Facilities District No. 2019‐1 (Maintenance Services)
TAX ZONE SUMMARY
Annexation
Tax
Zone
Tract
APN
Fiscal
Year
Maximum
Special Tax A
Maximum
Special Tax B
Subdivider
Original 1 17170 2019‐20 $961 / RU $0 / RU Santiago Communities, Inc.
1 2 17329 2019‐20 $473 / RU $0 / RU JEC Enterprises, Inc.
2 3 PM 19814 2020‐21 $608 / Acre $0 / Acre GWS #4 Development, LLC
3 4 0266‐041‐39 2019‐20 $1,136 / Acre $0/ Acre Devore Storage Facility, LLC
4 5 TR 20006 2020‐21 $344 / RU $57/ RU TH Rancho Palma, LLC
5 6 PM 19701 2020‐21 $1,895 / Acre $529 / Acre Strata Palma, LLC
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2020 the Maximum Special Tax shall increase by i) the
percentage increase in the Consumer Price Index (All Items) for Los Angeles ‐ Riverside ‐ Orange
County (1982‐84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent
(2.0%), whichever is greater.
10.d
Packet Pg. 485 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit C - Rate and Method of Apportionment (6798 : Resolution Declaring Intent
City of San Bernardino 14
Community Facilities District No. 2019‐1 (Maintenance Services)
APPENDIX B
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019‐1 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019‐1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right‐of‐ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or
adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities;
maintenance of public signage; graffiti removal from and maintenance and repair of public structures
situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include
but is not limited to the repair, removal or replacement of all or part of any of the water quality
improvements, fossil fuel filters within the public right‐of‐way including the removal of petroleum
hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and
outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance,
servicing; or both of the water quality basin improvements within flood control channel improvements;
and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2019‐1; as well as local roads within residential subdivisions located within CFD No. 2019‐1; and any
portions adjacent to the properties within CFD No. 2019‐1; and
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of
Apportionment.
The above services shall be limited to those provided within the boundaries of CFD No. 2019‐1 or for the
benefit of the properties within the boundaries of CFD No. 2019‐1, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2019‐1 only to the extent that they are in addition to those provided in the territory of CFD No.
2019‐1 before CFD No. 2019‐1 was created.
10.d
Packet Pg. 486 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit C - Rate and Method of Apportionment (6798 : Resolution Declaring Intent
City of San Bernardino 15
Community Facilities District No. 2019‐1 (Maintenance Services)
APPENDIX C
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019‐1 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES
10.d
Packet Pg. 487 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit C - Rate and Method of Apportionment (6798 : Resolution Declaring Intent
PALM AVECA B LECR EEKCHANNELKENDALL DRWASHINGTON STLITTLELEAGUEDR0261-182-41ANNEXATION MAP NO. 5COMMUNITY FACILITIES DISTRICT NO. 2019-1(MAINTENANCE SERVICES)CITY OF SAN BERNARDINOCOUNTY OF SAN BERNARDINO, STATE OF CALIFORNIASHEET 1 OF 1 SHEETI HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSEDBOUNDARIES OF COMMUNITY FACILITIES DISTRICT 2019-1(MAINTENANCE SERVICES) FOR THE CITY OF SAN BERNARDINO,COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, WASAPPROVED BY THE CITY COUNCIL OF THE CITY OF SANBERNARDINO AT A REGULAR MEETING THEREOF, HELDON THE ____ DAY OF ____________________, 20 ____. BY ITS RESOLUTION NO. ____________________ _________________________________________ CITY CLERK, CITY OF SAN BERNARDINO FILED IN THE OFFICE OF THE CITY CLERK THIS _____ DAY OF________, 20 ____. _________________________________________ CITY CLERK, CITY OF SAN BERNARDINO CFD 2019-1TAX ZONE 6^_THIS ANNEXATION MAP CORRECTY SHOWS THE LOT ORPARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OFTHE COMMUNITY FACILITIES DISTRICT. FOR DETAILSCONCERNING THE LINES AND DIMENSIONS OF LOTS ORPARCEL REFER TO THE COUNTY ASSESSOR MAPS FORFISCAL YEAR 2019-20. -LEGEND ANNEXATION AREA BOUNDARYPARCEL LINECITY BOUNDARYXXXX-XXX-XX ASSESSOR PARCEL NUMBER 6 TAX ZONETHIS MAP SHOWS THE BOUNDARIES OF AREAS TO BEANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2019-1(MAINTENANCE SERVICES), OF THE CITY OF SANBERNARDINO, COUNTY OF SAN BERNARDINO, STATE OFCALIFORNIA. THE BOUNDARIES OF WHICH COMMUNITY FACILITIESDISTRICT ARE SHOWN AND DESCRIBED ON THE MAPTHEREOF WHICH WAS PREVIOUSLY RECORDED ONJUNE 6, 2019 IN BOOK 88 OF MAPS OF ASSESSMENTAND COMMUNITY FACILITIES DISTRICT AT PAGE 32 ANDAS INSTRUMENT NO. 2019-0185323 IN THE OFFICE OF THECOUNTY RECORDER OF THE COUNTY OF SAN BERNARDINO,STATE OF CALIFORNIA. THIS MAP WAS FILED UNDER DOCUMENT NUMBER_____________, THIS ____ DAY OF _______, 20 ____, AT_____ M. IN BOOK ___ OF __________ AT PAGE ____, ATTHE REQUEST OF _____________________________IN THE AMOUNT OF $_________ BOB DUTTON ASSESSOR-RECORDER-CLERK COUNTY OF SAN BERNARDINO BY:________________________________ DEPUTY RECORDER SAN BERNARDINO COUNTY RECORDER'S CERTIFICATE610.ePacket Pg. 488Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit D - Boundary Map (6798 :
10.ePacket Pg. 489Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit D - Boundary Map (6798 :
PETITION TO THE CITY COUNCIL OF THE CITY OF SAN BERNARDINO REQUESTING ANNEXING TERRITORY INTO COMMUNITY FACILITIES DISTRICT
NO. 2019-1 OF PROPERTY THE CITY OF SAN BERNARDINO AND A WAIVER WITH
RESPECTS TO CERTAIN PROCEDURAL MATTERS UNDER THE MELLO-ROOS
COMMUNITY FACILITIES ACT OF 1982 AND CONSENTING TO THE LEVY OF
SPECIAL TAXES THEREON TO PAY THE COSTS OF SERVICES TO BE PROVIDED
BY THE COMMUNITY FACILITIES DISTRICT
1. The undersigned requests that the City Council of the City of San Bernardino, initiate
and conduct proceedings pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”)
(Government Code Section 53311 et seq.), to annex territory into Community Facilities District No. 2019-1
(Maintenance Services) (the “Community Facilities District”) of the property described below and consents to
the annual levy of special taxes on such property to pay the costs of services to be provided by the Community
Facilities District.
2. The undersigned requests that the community facilities district provide any services
that are permitted under the Act including, but not limited to, all necessary service, operations,
administration and maintenance required to keep landscape lighting, street lighting, flood control facilities,
ground cover, shrubs, plants and tree, irrigation systems, graffiti removal, sidewalks and masonry walls,
fencing entry monuments, tot lot equipment and associated appurtenant facilities within the district in a
healthy, vigorous and satisfactory working condition.
3. The undersigned hereby certifies that as of the date indicated opposite its signature,
it is the owner of all the property within the proposed boundaries of the Community Facilities District
described in Exhibit A hereto and as shown on the map Exhibit B hereto.
4. The undersigned requests that a special election be held under the Act to authorize
the special taxes for the proposed community facilities district. The undersigned waives any requirement for
the mailing of the ballot for the special election and expressly agrees that said election may be conducted by
mailed or hand-delivered ballot to be returned as quickly as possible to the designated election official, being
the office of the City Clerk and the undersigned request that the results of said election be canvassed and
reported to the City Council at the same meeting of the City Council as the public hearing on the creation of
the Community Facilities District or at the next available meeting.
5. Pursuant to Sections 53326(a) and 53327(b) of the Act, the undersigned expressly
waives all applicable waiting periods for the election and waives the requirement for analysis and
arguments relating to the special election, and consents to not having such materials provided to the
landowner in the ballot packet, and expressly waives any requirements as to the form of the ballot. The
undersigned expressly waives all notice requirements relating to hearings and special elections (except for
published notices required by the Act), and whether such requirements are found in the California Elections
Code, the California Government Code or other laws or procedures, including but not limited to any notice
provided for by compliance with the provisions of Section 4101 of the California Elections Code.
6. The undersigned hereby consents to and expressly waives any and all claims
based on any irregularity, error, mistake or departure from the provisions of the Act or other laws of the
State and any and all laws and requirements incorporated therein, and no step or action in any proceeding
relative to annexing territory into Community Facilities District No. 2019-1 of the portion of the incorporated
area of the City of San Bernardino or the special election therein shall be invalidated or affected by any such
irregularity, error mistake or departure.
10.f
Packet Pg. 490 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit E - Petition (6798 : Resolution Declaring Intent to Annex Territory into
IN WITNESS WHEREOF, I hereunto set my hand this 13th day of May 2020.
STRATA PALMA, LLC
a Delaware limited liability Company
By: Strata Palma, LLC
By:
Name: Eric Flodine
Title: Authorized Agent
OWNER'S PROPERTY:
PARCEL NO. 3 OF PARCEL MAP NO.
19701
OWNER'S MAILING ADDRESS:
4370 La Jolla Village Drive, Suite 960
San Diego, CA 92122
FILED IN THE OFFICE OF THE CITY CLERK OF THE CITY COUNCIL OF THE CITY OF SAN BERNARDINO
THIS ____ DAY OF __________, 20___.
______________________________
City Clerk of the City Council of the
City of San Bernardino
10.f
Packet Pg. 491 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit E - Petition (6798 : Resolution Declaring Intent to Annex Territory into
Acknowledgment Regarding Property to be Included into Community Facilities District No. 2019-1
The developer/property owner of Parcel 3 of Parcel Map No. 19701 / Assessor’s Parcel No. 0261-182-41-
0000 hereby acknowledges that:
If the landscaping, drainage, lighting and eligible public improvements within the Community Facilities District
No. 2019-1 the maintenance areas of Assessor’s Parcel No. 0261-182-41-0000, which is to be included in
the Community Facilities District No. 2019-1 of the City of San Bernardino are completed prior to the levy
and collection of special taxes upon property within said tract for the maintenance of such landscape and
improvements, the developer/property owner will continue to be responsible for and will maintain the
landscaping, drainage, lighting, and eligible public improvements within such maintenance areas at its sole
expense, and the City will not assume responsibility for the maintenance of such landscaping, drainage,
lighting and eligible public improvements until such time as the City is able to collect such special taxes to
pay the costs of the maintenance of such landscaping, drainage, lighting, and eligible public improvements.
DATED: OWNER:
May 13, 2020
Eric Flodine
Authorized Agent
Strata Palma, LLC
10.f
Packet Pg. 492 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit E - Petition (6798 : Resolution Declaring Intent to Annex Territory into
EXHIBIT F
NOTICE OF PUBLIC HEARING ON INTENTION TO ANNEX TERRITORY TO AN
EXISTING COMMUNITY FACILITIES DISTRICT 2019-1 (MAINTENANCE SERVICES)
(ANNEXATION NO. 5)
NOTICE IS HEREBY GIVEN that the City Council of the City of San Bernardino on July 1, 2020, adopted
its Resolution No. 2020-___, in which it declared its intention to annex territory to existing
Community Facilities District No. 2019-1 (Maintenance Services) (the "CFD No. 2019-1"), and to levy a
special tax to pay for certain maintenance services, all pursuant to the provisions of the Mello-Roos
Community Facilities Act of 1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government
Code. The resolution describes the territory to be annexed and describes the rate and method of
apportionment of the proposed special tax. No change in the tax levied in the existing CFD No. 2019-1 is
proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 7:00 p.m., or as soon thereafter
as practicable, Wednesday, August 5, 2020 at the Bing Wong Auditorium of the Norman F. Feldheym
Public Library at 555 W. 6th Street, San Bernardino, California, as the time and place when and where
the City Council will conduct a public hearing on the annexation of territory to CFD No. 2019-1. At the
hearing, the testimony of all interest persons for or against the annexation of the territory or the levying
of the special taxes will be heard. If and to the extent participation in the August 5, 2020 meeting
must occur by teleconference, videoconference, or other electronic means authorized by the Ralph M.
Brown Act or an Executive Order of the Governor of California, the means and methods for participating
the meeting shall be posted on the Agenda for said meeting, which shall be posted at least 72 hours prior
to the meeting on the City of San Bernardino (www.sbcity.org), and outside of the Bing Wong
Auditorium of the Norman F. Feldheym Public Library at 555 W. 6th Street, San Bernardino, California,
92418. A copy of the Agenda will be made available upon request to the San Bernardino City Clerk's
office at 909-384-5002.
DATED: ____________, 2020 _________________________________________
City Clerk of the City of San Bernardino
PUB: _______________, 2020
10.g
Packet Pg. 493 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit F - Notice of Public Hearing (6798 : Resolution Declaring Intent to Annex
EXHIBIT G
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 5
(August 5, 2020)
This ballot is for the use of the authorized representative of the following owner of land within
Community Facilities District No. 2019-1 (Maintenance Services) (“CFD No. 2019-1”) of the City
of San Bernardino:
Name of Landowner Number of Acres Owned Total Votes
Strata Palma, LLC 9.21 10
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions
of the City Council (the “Council”) of the City of San Bernardino (the “City”), the above-named
landowner is entitled to cast the number of votes shown above under the heading “Total Votes,”
representing the total votes for the property owned by said landowner. The City has sent the
enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which
parcels are located within the territory proposed to form the CFD No. 2019-1, City of San
Bernardino, County of San Bernardino, State of California. Please advise the City Clerk, at (909)
384-5002 if the name set forth below is incorrect or if you are no longer one of the owners of these
parcels. This special tax ballot may be used to express either support for or opposition to the
proposed special tax. To be counted, this special tax ballot must be signed below by the owner
or, if the owner is not an individual, by an authorized representative of the owner. The ballot must
then be delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than July
22, 2020, two calendar weeks prior to the date set for the election. Mailing later
than this deadline creates the risk that the special tax ballot may not be received
in time to be counted.
Personal
Delivery: If in person, deliver to the City Clerk at any time up to 7:00 p.m. on August 5, 2020,
at the Clerk’s office at 201 N. “E” Street, Bldg A, City of San Bernardino, CA 92401.
However delivered, this ballot must be received by the Clerk prior to the close of the public
meeting on August 5, 2020.
Very truly yours,
Genoveva Rocha, CMC, Acting City Clerk
10.h
Packet Pg. 494 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit G - Special Election Ballot (6798 : Resolution Declaring Intent to Annex
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Strata Palma, LLC
Attn: Eric Flodine
4370 La Jolla Village Drive, Suite 960
San Diego, CA 92122
0261-182-41
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of San Bernardino be authorized to
levy a special tax on an annual basis at the rates and apportioned
as described in Exhibit B to the Resolution Declaring its Intention to
Annex territory to Community Facilities District No. 2019-1
(Maintenance Services) adopted by the City Council on July 1, 2020
(the “Resolution”), which is incorporated herein by this reference,
within the territory identified on the map entitled “Annexation Map
No. 5 of Community Facilities District No. 2019-1 (Maintenance
Services) City of San Bernardino” to finance certain services as set
forth in Section 4 to the Resolution (including incidental expenses),
and shall an appropriation limit be established for the Community
Facilities District No. 2019-1 (Maintenance Services) in the amount
of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the
person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is
true and correct and that this declaration is executed on ____________, 20__.
Strata Palma, LLC
By: Eric Flodine
Authorizing Agent
Signature
Print Name
Title
10.h
Packet Pg. 495 Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 1 - Exhibit G - Special Election Ballot (6798 : Resolution Declaring Intent to Annex
PROJECT MAP CFD NO. 2019-1 (MAINTENANCE SERVICES) ANNEXATION NO. 5 - TAX ZONE 6 10.iPacket Pg. 496Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 2 - Project Map (6798 : Resolution Declaring
10.jPacket Pg. 497Attachment: PW. CFD 2019-1, Annexation 5 - Attachement 3 - Maint Exhibit (6798 : Resolution Declaring
Page 1
Consent Calendar
City of San Bernardino
Request for Council Action
Date: July 1, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Kris Jensen, Director of Public Works
Subject: Resolution Awarding a Construction Contract to American
Asphalt for Citywide Pavement Rehabilitation
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California, adopt Resolution No. 2020-156:
1. Approving a total project budget in the amount of $704,661 for a construction
contract in the amount of $631,510, project contingencies in the amount of
$63,151, and engineering and inspection budgets in the amount of $10,000 , for
collective costs for a Citywide Pavement Rehabilitation Slurry/Crack Seal
(“Project”); and
2. Approving the award of a Construction Contract with American Asphalt South,
Inc. of Fontana, California, in the amount of $631,510; and
3. Authorizing the Director of Finance to amend the FY 2019/20 adopted budget to
allocate $60,570 in Measure I Funds (Fund 129) to the Project; and
4. Authorizing the City Manager or designee to expend the contingency fund, if
necessary, to complete the project.
Background
The Department of Public Works is responsible for maintaining streets citywide. In
March 2020, a Pavement Management Analysis (PMA) was completed which used
scientific methods to rate the condition of all public streets in the City. Street segments
(intersection to intersection) were rated based on Remaining Service Life (RSL) in years
with a rating of 20 representing the condition of a recently completed street. Segments
with RSL between 20 and 10 are usually maintained using crack sealing, and slurry
sealing. Segments with an RSL of 10 or less are generally in need of major
maintenance usually consisting of mill and overlay. Segments with RSL less than 5
require complete removal and replacement.
Based on the City’s Pavement Maintenance Program, it was determined that crack
filling and slurry sealing is the most cost effective maintenance strategy for residential
11
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6786
Page 2
streets. This is an annual slurry sealing project and residential streets will be selected
for new slurry sealing projects each year to the extent that funding permits. The purpose
of this project is to most economically rehabilitate the streets.
On June 19, 2019, the Mayor and City Council approved Resolution No. 2019 -168
adopting the City’s Annual Operating Budget for Fiscal Year 2019/20. The budget
included CIP Project SS-D for Citywide Pavement Rehabilitation Slurry / Crack Seal to
rehabilitate the streets. The project is funded by Measure I and at present available
funding is $644,091 for the project.
Staff recently solicited construction bids for the project and is recommending that the
Mayor and City Council approve the award of a construction contract to American
Asphalt South, Inc. Additionally, staff is requesting that the Mayor and City Council
authorize a total project budget of $704,661, which includes construction, contingency,
and staff time costs.
Discussion
Project 13362 to provide Citywide street rehabilitation was advertised for public bidding
on May 13, 2020 and May 20, 2020 in the San Bernardino County Sun Newspaper, F.
W. Dodge, Construction Bid Board, High Desert Plan Room, San Diego Daily
Transcript, Sub-Hub Online Plan Room, Reed Construction Data, Bid America Online,
Construction Bid Source, Bid Ocean, the City’s websites, and the San Bernardino Area
Chamber of Commerce.
Sealed bids were received and opened on June 4, 2020. The City received five (5) bids
as follows:
Bidder City Base Bid
American Asphalt South, Inc. Fontana $ 631,510.00
Roy Allan Slurry Seal, Inc. Santa Fe Springs $ 631,853.00
All American Asphalt Corona $ 645,634.23
VSS International, Inc. Sacramento $ 736,120.00
Pavement Coatings Co. Jurupa Valley $ 737,554.00
At the time of the bidding, it was announced that Roy Allen Slurry Seal, Inc, was the
apparent low bidder at $628,298. After a comprehensive review of the bids , it was
determined that, due to a mathematical error and the actual bid was $631,853, the
results showed Roy Allen Inc. as being the second lowest bidder.
Staff has reviewed all bid packages and confirmed that American Asphalt South, Inc. of
Fontana, California, is the lowest, responsible and responsive bidder, with a total bid
amount of $631,510.
In addition to construction costs, staff anticipates the need for a construction
contingency to provide for any unforeseen work that is related to the project and staff
costs to support engineering inspections of the project. At this time, the estimated full
project cost is at $704,661 which includes the lowest responsive construction bid,
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6786
Page 3
project contingencies, and engineering inspections. The breakdown of the total project
costs are as follows:
Cost Items Amount
Bid $ 631,510
Construction Contingency $ 63,151
Engineering Inspections $ 10,000
Estimated Total Project Cost $ 704,661
If awarded by the Mayor and City Council, construction work to provide slurry seal
maintenance to preserve existing streets is anticipated to begin in August 2020 and is
anticipated to be completed by October 2020.
2020-2025 Key Strategic Targets and Goals
This project is consistent with Key Target No. 1e: Create an asset management plan.
This project will address deferred maintenance needs identified in the Pavement
Management Assessment.
Fiscal Impact
There is no General Fund Impact. Measure I funding in the amount of $644,091 is
currently available in the FY 2019/20 adopted budget for the Citywide Pavement
Rehabilitation Slurry/Crack Seal Project from Measure I (account 129 -160-7306-5504).
An additional $60,570 is available from Measure I (Fund 129) to cover the full project
cost.
Conclusion
It is recommended that the Mayor and City Council of the City of San Ber nardino,
California, adopt Resolution No. 2020-156:
1. Approving a total project budget in the amount of $704,661 for a construction
contract in the amount of $631,510, project contingencies in the amount of
$63,151, and engineering and inspection budgets in the amount of $10,000, for
collective costs for a Citywide Pavement Rehabilitation Slurry/Crack Seal
(“Project”); and
2. Approving the award of a Construction Contract with American Asphalt South,
Inc. of Fontana, California, in the amount of $631,510; and
3. Authorizing the Director of Finance to amend the FY 2019/20 adopted budget to
allocate $60,570 in Measure I Funds (Fund 129) to the Project; and
4. Authorizing the City Manager or designee to expend the contingency fund, if
necessary, to complete the project.
Attachments
Attachment 1 Resolution 2020-156; Exhibit “A” - Construction Contract
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6786
Page 4
Attachment 2 Bid Tabulation for Citywide Pavement Rehabilitation
Attachment 3 Lowest Bid Form for Citywide Pavement Rehabilitation
Attachment 4 Location Map
Ward: All
Synopsis of Previous Council Actions:
June 19, 2019 Mayor and City Council adopted Resolution No. 2019-168
approving Capital Improvement Program FY 2019/2020
11
Packet Pg. 501
RESOLUTION NO. 2020-156
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPROVING A TOTAL PROJECT BUDGET IN THE
AMOUNT OF $704,661 FOR A CONSTRUCTION
CONTRACT IN THE AMOUNT OF $631,510, PROJECT
CONTINGENCIES IN THE AMOUNT OF $63,151, AND
ENGINEERING AND INSPECTION BUDGETS IN THE
AMOUNT OF $10,000 FOR COLLECTIVE COSTS FOR
THE CITYWIDE PAVEMENT REHABILITATION
SLURRY/CRACK SEAL (“PROJECT”); APPROVING THE
AWARD OF A CONSTRUCTION CONTRACT WITH
AMERICAN ASPHALT SOUTH, INC. OF FONTANA,
CALIFORNIA IN THE AMOUNT OF $631,510;
AUTHORIZING THE DIRECTOR OF FINANCE TO
AMEND THE FY 2019/20 ADOPTED BUDGET TO
ALLOCATE $60,570 IN MEASURE I FUNDS (FUND 129)
TO THE PROJECT; AND AUTHORIZING THE CITY
MANAGER OR DESIGNEE TO EXPEND THE
CONTINGENCY FUND, IF NECESSARY, TO COMPLETE
THE PROJECT
WHEREAS, The Department of Public Works is responsible for maintaining streets
Citywide;
WHEREAS, In March 2020, a Pavement Management Analysis (PMA) was completed
to rate the condition of all public streets in the City based on Remaining Service Life (RSL) in
years with a rating of 20 representing the condition of a recently completed street. Segments with
an RSL of 10 or less are generally in need of major maintenance usually consisting of mill and
overlay; and
WHEREAS, Based on the City’s Pavement Maintenance Program, it was determined
that crack filling and slurry sealing is the most cost effective maintenance s trategy for residential
streets; and
WHEREAS, staff has administered a competitive bid process to secure a construction
contract to perform the FY 2019/20 Pavement Rehabilitation Slurry/Crack Seal Project; and
WHEREAS, the City received five (5) bids on June 4, 2020; American Asphalt South,
Inc, 14436 Santa Ana Avenue, Fontana, California, 92337 has been determined to be the lowest
responsive, responsible bidder; and
WHEREAS, the City now wishes to enter into a construction agreement with American
Asphalt South, Inc. to provide Citywide Pavement Rehabilitation Slurry/Crack Seal Project; and
11.a
Packet Pg. 502 Attachment: PW.American Asphalt South.Contact Award Citywide Pavement Rehabilitation Slurry Seal..01-Resolution-Attachment 1 [Revision
Resolution No. 2020-156
WHEREAS, the funding in the total amount of $704,661 is available in Measure I Fund
129 to construct the project.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. The City Manager is authorized to execute a construction agreement
following the City’s standard terms approved by the City Attorney with American Asphalt
South, Inc. in the amount of $631,510 with a contingency in the amount of $63,151 for the
Citywide Pavement Rehabilitation Slurry/Crack Seal Project, incorporated herein and attached
hereto as Exhibit A.
SECTION 3. The City Manager or designee is hereby authorized to execute all
documents in support of the Citywide Pavement Rehabilitation Slurry/Crack Seal Project 13362
on behalf of the City.
SECTION 4. The Director of Finance is authorized to amend Program Year 2019/2020
Budget to allocate Measure I (Fund 129) to support the full project of $704,661.
SECTION 5. The City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 6. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 7. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed b y the Mayor and attested
by the Acting City Clerk this ___ day of __________, 2020.
John Valdivia, Mayor
City of San Bernardino
Attest:
__________________________________
Genoveva Rocha, CMC, Acting City Clerk
Approved as to form:
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Resolution No. 2020-156
_________________________________
Sonia Carvalho, City Attorney
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Resolution No. 2020-156
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, Acting City Clerk, hereby certify that the attached is a true copy of
Resolution No. _____, adopted at a regular meeting held at the ___ day of _______, 2020 by the
following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
NICKEL _____ _____ _______ _______
RICHARD _____ _____ _______ _______
MULVIHILL _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of
____________ 2020.
______________________________
Genoveva Rocha, CMC, Acting City Clerk
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A-1
A G R E E M E N T
CITY OF SAN BERNARDINO
THIS AGREEMENT is made and concluded this _____ day of _______________, 20___, between the
City of San Bernardino (owner and hereinafter "CITY"), and American Asphalt South, Inc.
________________________________________________ (hereinafter "CONTRACTOR").
1. For and in consideration of the payments and agreements hereinafter mentioned, to be made and
performed by the CITY, and under the conditions expressed in the bond as deposited with the CITY, receipt of
which is hereby acknowledged, the CONTRACTOR agrees with the CITY, at the CONTRACTOR's own proper
cost and expense in the Special Provisions to be furnished by the CITY, to furnish all materials, tools and
equipment and perform all the work necessary to complete in good workmanlike and substantial manner the
CITYWIDE PAVEMENT REHABILITATION SLURRY/CRACK SEAL
Project No. 13362
in strict conformity with Plans and Special Provisions No. 13362 , and also in accordance with Standard
Specifications for Public Works/Construction, latest edition in effect on the first day of the advertised “Notice
Inviting Sealed Bids” for this project, on file in the Office of the City Engineer, Public Works Department, City
of San Bernardino, which said Plans and Special Provisions and Standard Specifications are hereby especially
referred to and by such reference made a part hereof.
2. The CONTRACTOR agrees to receive and accept the prices as set forth in the Bid Schedule as
full compensation for furnishing all materials and doing all the work contemplated and embraced in this
agreement; also for all loss or damage arising out of the nature of the work aforesaid or from any unforeseen
difficulties or obstructions which may arise or be encountered in the prosecution of the work and for all risks of
every description connected with the work; also for all expenses incurred by or in consequence of the suspension
or discontinuance of work, and for well and faithfully completing the work and the whole thereof, in the manner
and according to the Plans and Special Provisions, and requirements of the Engineer under them.
3. The CONTRACTOR herein covenants by and for himself or herself, his or her heirs, executors,
administrators, and assigns, and all persons claiming under or through them, that there shall be no discrimination
against or segregation of, any person or group of persons on the basis of race, color, national origin, religion, sex,
marital status, or ancestry in the performance of this contract, nor shall the CONTRACTOR or any person
claiming under or through him or her, establish or permit any such practice or practices of discrimination or
segregation with reference to the selection of subcontractors, vendees, or employees in the performance of this
contract. Failure by the CONTRACTOR to carry out these requirements is a material breach of this contract,
which may result in the termination of this contract or such other remedy, as recipient deems appropriate.
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A-2
AGREEMENT: CITYWIDE PAVEMENT REHABILITATION SLURRY/CRACK SEA L
Project No. 13362
4. CITY hereby promises and agrees with the said CONTRACTOR to employ, and does hereby
employ the said CONTRACTOR to provide the materials and to do the work according to the terms and
conditions herein contained and referred to, for the prices aforesaid, and hereby contracts to pay the same at the
time, in the manner, and upon the conditions above set forth; and the same parties for themselves, their heirs,
executors, administrators, and assigns, do hereby agree to the full performance of the covenants herein contained.
5. It is further expressly agreed by and between the parties hereto that should there be any conflict
between the terms of this instrument and the bid of said CONTRACTOR, then this instrument shall control and
nothing herein shall be considered as an acceptance of said terms of said bid conflicting herewith.
IN WITNESS WHEREOF, the parties of these presents have executed this contract in four (4)
counterparts, each of which shall be deemed an original in the year and day first above mentioned.
CONTRACTOR CITY OF SAN BERNARDINO
NAME OF FIRM:
American Asphalt South, Inc. BY: ___________________________________
TERI LEDOUX
City Manager
BY: _______________________________
Jeff Petty
TITLE: Vice President ATTEST:
MAILING ADDRESS:
14436 Santa Ana Avenue _______________________________
Genoveva Rocha, CMC
_____Fontana, Ca 92337_______ Acting City Clerk
_______________________________________
PHONE NO.: (909) 427-8276______________ APPROVED AS TO FORM:
ATTEST:
_______________________________
SONIA CARVALHO, City Attorney
____________________________________
Secretary
NOTE: Secretary of the Owner should attest.
If Contractor is a corporation, Secretary should attest.
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