HomeMy WebLinkAbout09-City Administrator
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From: Lori Sassoon, Assistant to the
City Administrator
Subject: Resolution of the Mayor and
Common council authorizing an
application for funds from the Urban
Dept: City Administrator's Office Forestry Grant Program as provided
O .... . '" " · · [thrOUgh Proposition 12
Date: May 24,2001 '1.1 ..., II.d
Synopsis of Previous Council Action:
Recommended motion:
Adopt resolution
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Signature
Contact person: Lori Sassoon
Phone: 384-5122
Supporting data attached: Staff report, resolution
Ward: All
FUNDING REQUIREMENTS: Amount: No additional cost to the City; grant revenue of
$50,000
Source: (Acet No.)
(Acct Description)
Finance:
Council Notes:
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Agenda Item No. --9---
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STAFF REPORT
Subject:
Resolution authorizing the submittal of a grant application for the Proposition 12 Urban
Forestry tree planting program.
Backl!fOund:
The Safe Neighborhood Parks, Clean Water, Clean Air, and Coastal Protection Bond Act
of 2000 provided funds for a variety of programs, including the enhancement of urban
forestry. On April 31, the City received notification concerning the Proposition 122002-
03 Tree Planting grant program administered by the California Department of Forestry
(CDF). Grant applications for this competitive program are due May 31.
Grant funds are available to local governments and non-profit organizations for projects
that "increase tree canopy cover within California communities". Allowable expenses
include the purchase of trees, planting supplies, irrigation supplies, and labor fOf tree
planting. Trees must be planted on public property, must be "adaptable to the local
enviromnental conditions" at the planting site. The cost of trees and supplies cannot
exceed $65 per tree; labor costs cannot exceed $20 per tree. The maximum grant request
is $50,000, and a 25% in-kind or cash match must be committed.
The grant application requires a very detailed plan concerning the exact numbers and
types of trees to be planted; the exact locations of plantings, including photos; and
irrigation and maintenance plan for each location; an educational outreach plan; and a
signage plan that will identifY the project areas as funded through Proposition 12. It also
includes a list of the specific variety of trees that have been selected for this program.
Based on the grant packet provided by CDF, staff from the Parks, Recreation, and
Community Services and Public Services departments have surveyed the €ity and
identified eighteen (18) parks and several residential areas for the potential addition of
shade trees through this grant program. The residential areas were selected based on their
need for additional shade trees or replacement of trees that have died, as well as the
presence of existing irrigation in the parkway that would support a newly-planted tree.
Park projects were selected as a result of Park and Recreation Commission feedback,
citizen requests, and areas identified by Parks staff for additional shade trees. The
specific tree species used will be selected as appropriate to each street or park and
allowed by CDF; many species, including palm trees, are specifically not permitted by
the grant guidelines. A total of approximately 725 trees would be planted. Attached is a
list of the proposed project areas. If Council Members so desire, the list of proposed
project areas can be modified prior to submittal of the grant application.
The tree planting projects will involve members of the impacted neighborhood cluster
associations, business associations, and other volunteer groups in the It"ee planting and
educational components of the project. Since many park sites are located adjacent to
schools, the schools will also be approached about participating in the project.
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Following the application deadline, CDF anticipates that the review and ranking of the
grant proposals will be completed by June 29. Grant awards are expected to be made on
July 31, 2002. The selected projects will begin in December 2002, and must be
completed by March 1,2005. Given the size of the City's proposed project, it is expected
that the tree planting would be phased over a period of several months.
Financial impact:
As of this writing, the grant application, including the exact project description and
itemized budget, is still under development. It is anticipated that the grant funds will be
used for the purchase of tree stock and planting materials as follows:
Tree purchases - 725 @ $65/per tree =
Educational materials (printing/mailing)
Total grant funds
$ 47,125
2.875
$ 50,000
The City's match will be provided from existing General Fund resources in the form of
labor for tree planting (both City crews and volunteers), staff time for program
administration and public education, tree care, and signage of the project. The exact value
ofthis match has not yet been calculated.
In addition, the grant requires that the City commit to the long-term maintenance of the
planted trees, including a sufficient budget for proper watering, pruning, etc., in
accordance with standards set by the International Society of Arboriculture: The current
cost for contract tree trimming is $49 per tree, and trees should be trimmed on a 7-year
cycle. At that cost, planting these trees will mean an additional cost of approximately
$5,000 annually for the additional tree trimming in future years.
Recommendation:
It is recommended that the Mayor and Council adopt the resolution authorizing fue grant
application.
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RESOLUTION NO.
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AUTHORIZING AN APPLICATION FOR FUNDS FROM
THE URBAN FORESTRY GRANT PROGRAM AS PROVIDED THROUGH
PROPOSITION 12 FUNDING:
WHEREAS, the Governor of the State of California in cooperation with the California
State Legislature has enacted Proposition 12, which provides funds to the State of California
and its political subdivisions for urban forestry programs
WHEREAS, the State Department of Forestry and Fire Protection has been delegated
the responsibility for the administration of the program within the State, setting up necessary
procedures governing application by local agencies and non-profit organizations under the
program
WHEREAS, said procedures established by the State Department of Forestry and Fire
. Protection require the applicant to certify by resolution the approval of application before
submission of said application to the State
WHEREAS, the City of San Bernardino will enter into an agreement with the State of
California to carry out a tree planting project if funds are awarded
NOW THEREFORE, BE IT RESOLVED BY THE MAYOR AND COMMON
COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. Approval is granted for the filing of an application for Proposition 12
tree planting grant program funds
SECTION 2. The City of San Bernardino certifies that it has or will have sufficient
funds to operate and maintain the project
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RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AUTHORIZING AN APPLICATION FOR FUNDS FROM
THE URBAN FORESTRY GRANT PROGRAM AS PROVIDED THROUGH
PROPOSITION 12 FUNDING:
SECTION 3. The City of San Bernardino certifies that funds under the jurisdiction of
the Mayor and Common Council of the City of San Bernardino are available to begin the
project
SECTION 4. The City of San Bernardino certifies that said applicant will expend grant
funds prior to March I, 2005
SECTION 5. The Director of Parks, Recreation and Community Services is authorized
as the agent of the City of San Bernardino to conduct all negotiations, execute and submit all
documents including, but not limited to, applications, agreements, amendments, payment
requests and so on, which may be necessary for the completion of the aforementioned project.
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RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AUTHORIZING AN APPLICATION FOR FUNDS FROM
THE URBAN FORESTRY GRANT PROGRAM AS PROVIDED THROUGH
PROPOSITION 12 FUNDING:
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
5 and Common Council of the City of San Bernardino at a
meeting thereof, held on the
_ day of
, 2002, by the following vote, to wit:
Council Members:
AYES
NAYS
ABSTAIN
ABSENT
ESTRADA
LIEN
MC GINNIS
DERRY
SUAREZ
ANDERSON
MC CAMMACK
City Clerk
The foregoing resolution is hereby approved this
day of
Judith Valles, Mayor
City of San Bernardino
Approved as to
Form and legal content:
JAMES F. PENMAN,
City ttorney /J
By: -J'li
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Proposition 12 Tree Planting Grant - Proposed Planting Locations:
Draft 5/14/02
West Area:
1500 to 1800 W. 7th Street
1500 to 1700W. Vine
1500 to 1600 W. Cleveland
700 block ofN. Medical Center Drive
600 block ofN. Hancock and Madison
1700 and 1800 N. Pico
1700 and 1800 N. Herrington
1400 and 1500 W. 21st S1.
East Area:
300 to 600 E. Evans
300 to 400 E. Wabash
1200 through 1500 Pepper Tree
1600 through 2000 Crestview
1800 and 1900 Kenwood
1800 and 1900 Broadmoor
Parks:
Spiecher
Harrison
Hampshire
Wildwood
Newberry
Littlefield-Shultis
Mill Center
Colony (north)
Delmann Heights
Ann ShiITels
Encanto
9th St
Sal Saavadra Field
Meadowbrook
Seccombe Lake
AI Guhin
Lytle Creek
Hernandez Center
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Proposition 12
Watershed, Wildlife and Parks Improvement Bond Act of 2000
2002/2003
APPLICATION AND GUIDELINES
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Urban and Community Forestry Program
CA Department of Forestry & Fire Protection
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II.
III.
IV.
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VI.
VII.
VIII.
IX.
X.
XI.
XII.
XIII.
XIV.
XV.
XVI.
XVII.
XVIII.
XIX.
XX.
XXI.
XXII.
XXIII.
..XXIV.
.XXV.
A
B
C
D
E
F.
G.
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TABLE OF CONTENTS
Important Points..... ......................... ......................... ......................... .......................... .............. Page 2
Administration ...... ......................... ......................... ......................... .......................... .............. Page 3
Eligible Applicants. ......................... ......................... ......................... .......................... ..............Page 3
Eligible Projects ..... ......................... ......................... ......................... .......................... ..............Page 3
Ineligible Projects.. ......................... ......................... ......................... .......................... .............. Page 3
Eligible Costs ......... ......................... ......................... ......................... .......................... ..............Page 4
Ineligible Costs....... ......................... ......................... ......................... .......................... .............. Page 4
Acceptable Nursery Stock ................ ......................... ......................... .......................... .............. Page 4
Acceptable Species ......................... ......................... ......................... ......................... ..............Page 4
Application Procedures.................... ......................... ......................... .......................... ..............Page 4
Project Review Criteria:................... ......................... ......................... .......................... ..............Page 6
Notification ............ ......................... ......................... ......................... .......................... ..............Page 7
Protest Process ....... ......................... ......................... ......................... .......................... .............. Page 7
Contract Process..... ......................... ......................... ......................... .......................... ..............Page 7
Accounting Process ......................... ......................... ......................... .......................... .............. Page 8
Contract Dates........ ......................... ......................... ......................... .......................... ..............Page 8
Contract Documents......................... ......................... ......................... .......................... .........................
Page 8
Award OfContracl. ......................... ......................... ......................... .......................... ..............Page 8
Execution of Contract...................... ......................... ......................... .......................... .............. Page 8
Amendments .......... ......................... ......................... ......................... .......................... ..............Page 8
Payments and Invoices .................... ......................... ......................... .......................... ..............Page 8
Completion Report ......................... ......................... ......................... .......................... .............. Page 9
Time Extensions..... ......................... ......................... ......................... .......................... .............. Page 9
Withdrawal from Program Prior To Project start...... ......................... .......................... .............. Page 9
Sign Posting of Project .................... ......................... ......................... .......................... ..............Page 9
APPENDICES:
Application Package...... .................... ........................... ............................ ...............page 10
Format......... ......... ........ .................. ............ ...... ............... ...... ...... ...... ...... ......... page 10
Application. ...................... ............................ ........................... ............. Form #1. ...............page II
Sample Resolution ........... ...... ..................... ........................... ............ Form #2. ...............page /2
Certification Approving Project. ................... ........................... ............ Form #3. ...............page 13
Certification of Responsible Party(ies) for Maintenance. ......... ............. Form #4. ...............page 14
Proof of Non-profit Status (non-profits only) ........................... ............. Form #5. ...............page 15
Instructions/or Completing the 'Work Plan', ................:.......... ............. Form #6. ...............page /6
Project Description Form. ............. . ................... ....... ......Forms 6A&B. ...............page 17
Project Maps. ................... .... ....................... ................... ............ Form 6C. ...............page 19
Project Area Pictures. ...... ............................ ........................... ............ Form 6D. ...............page 20
CEQA Certification. ......... ................... ........ ........................ .. .............Form 6E. ...............page.2I
Itemized Budget. ............... ............................ ........................... .............Form 6F. ...............page 29
Management & Education Plan. ................... ................. ............ Form 6G. ...............page 31
Minimum Maintenance Requirements. ................ ....... ...............page 32
Certification that project was completed satisfactorily............. ............................ ...............page 34
Certification of purchased trees .................... .........__................ ............................ ...............page 35
Nursery Stock Standards. ............................ ........................... ............... ............ ....,page 36
Planting Landscape Trees ........................ ... ........................... ............................ ...............page 39
List of Ineligible Trees...... ............................ ........................... ............................ ...............pagq 42
Guidelinesfor Structural Development of Young Trees ............ ............................ ...............page 43
Standard Agreement with Exhibit A (sample), Exhibit B. & Exhibit C................... ...............page 45
"Proposition 12"
GRANT PROPOSAL GUIDELINES
e.. IMPORTANT POINTS
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A. The latest that applications can be received is May 31, 2002.
B. Eligible applicants include cities, counties, districts and non-profit organizations. Non-profit organizations must
have 50 I C status and provide proof of tax exemption.
C.
After review and rating by CDF, successful applicants will be notified. Notification will be by July 31,2002.
Work will start as soon as a fully executed contract, between the State and the Contracted grantee is in place.
D.
Projects must be completed before March 1,2005.
E.
Funding can be used as explained in Section VII, including but not limited to: The purchase of trees, planting
supplies, irrigation supplies and the purchase of educational materials through the National Arbor Day Foundation;
Labor required for planting and caring for the trees planted under this grant; And, for non-profit organizations,
overhead expenses, not to exceed $10.00 per tree, or 10% of the contract, whichever is less.
F.
Grant amount:
. Maximum grant request $50,000.
. Requests must be based on the actual number of trees and associated materials to be purchased. Actual
wholesale cost of trees and other eligible supplies must be formulated, rather than estimating costs.
G.
A cost sharing match rate of25% must be shown; in the form of hard and/or soft match dollars. Supporting
documentation is required.
Advance payments will not be made by the State. Grant recipients will be required to use their own operating
funds to.cover startup expenses until invoices are reimbursed by the State. After receiving billing, it normally takes
45 to 60 days for the state to process invoices and issue a check. Final billing must be received by the state prior to
the contract expiration date. See Section XXI.
I.
Ten percent of each invoice will be withheld from each payment, in accordance with State contract requirements.
Withheld money will be paid with the final billing. See Section XXI.
J.
Progress reports, consisting of a paragraph or two explaining where the project is with regard to completion, will be
required as follows:
June 15,2003
December 15, 2003
June 15,2004
December 15,2004
K.
A completion report is required. This report must be submitted within 30 days of project completion. Completion
reports must be sent to the state postmarked no later than the expiration date of the contract. A completion report is
necessary to receive the final payment on this contract. Refer to Section XXII.
L.
All purchased trees must meet the standards specified for acceptance of nursery trees. (Appendix E)
M.
A certified arborist, Registered Professional Forester or a landscape architect, with sufficient experience in tree
planting and managing shade trees, must review the application. This review is to verity the appropriateness of
using the proposed tree species in their intended sites as well as planting and maintenance procedures.
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Any substitutions of tree species, planting location, or changes in the number of trees planted, must be requested in
writing and approved by the project administrator. Generally, changing planting locations by adding new planting
sites or substituting one site for another will not be approved due to CEQA compliance of the original project.
Signing of the project is required. A sign must be produced following specifications that can be found at
www.resources.ca.eov.Adisk with these specifications can be obtained from Herb Bunt, Program Administrator at
(916) 651-6423. See Section XXV.
II.
ADMINISTRA nON
To receive a grant, successful applicants must enter into an agreement (state contract) with the Director of Forestry and Fire
Protection. Grant recipients must agree to complete their project and allow for periodic inspections. In return, the Director
agrees to share the cost of the project. Grant recipients will also be required to obtain a resolution from their Board of
Directors, City Council, or Board of Supervisors authorizing their project and allowing a person, responsible for the project,
to sign legal documents.
Program Administrator: For questions or comments contact Herb Bunt, California Department of Forestry and Fire
Protection, PO Box 944246, Sacramento, CA 94244-2460. Telephone: (916) 651-6423 email: herb bunt<alfire.ca.20v
Technical Assistance: For technical assistance in preparing project proposal, applicant may contact anyone of the
following urban forestry staff specialists located nearest to the proposed project, or contact Herb Bunt:
Eric Oldar, Riverside
Bruce Hagen, Santa Rosa
Daria Mills, Fresno
Thorn Porter, San Diego
John Melvin
(909) 320-6125
(707) 576-2936
(559) 485-7500 ext.116
(619) 588-0364
(909) 320-6124
email: ericoldar<alfire.ca.eov
email: brucehaeen<alfire.ca.eov
email: dadamills<alfire.ca.eov
email: thomasDorter<alfire.ca.eov
email: iohnmelvin<alfire.ca.eov
em. ELIGIBLE APPLICANTS
Cities, counties, districts, and nonprofit organizations are eligible. Nonprofit organizations must have 50lC status and
provide proof of tax exemption.
IV.
V.
.1.:
ELIGIBLE PROJECTS: Planting and care of new trees:
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On public lands to shade heat islands, e.g., concrete or asphalt, including but not limited to streets, and walkways.
In public parking lots and school yards.
To shade public buildings.
In dedicated open space including but not limited to excess parcels resulting from the construction of streets,
airports, or waste reclamation facilities.
In city, community, or municipal developed parks.
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INELIGIBLE PROJECTS:
Tree planting projects on private and federal properties.
Tree planting on any common private areas.
Tree plantings on public open space lands that have not undergone an environmental review as mandated by the
California Environmental Quality Act (CEQA) with a documented Notice of Determination number issued by the
CA State Office of Planning and Research, d.b.a. "The State Clearinghouse".
Project sites already receiving funds through Proposition 12 or other state or federal grants. (Unless otherwise
allowed) ,
Tree planting projects in new residential subdivisions or other developments where the developer has paid a tree-
planting fee to the city, county, or district.
Projects that plant trees that will eventually conflict with overhead utilities.
Installation of elaborate and expensive irrigation systems
ELIGIBLE COSTS:
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. Trees and supplies (total costs not to exceed $65.00 Der 15 l!allon tree minimum)
. Purchase of Tree City USA bulletins from the National Arbor Dav Foundation related to the scope of the project.
Limited to a maximum of $1.000.00.
. Planting supplies: stakes, ties, and root collar protectors proportional to number of trees being planted. Woodchip
surface mulch to conserve soil moisture and inhibit weed growth for project trees. Drip tubing, drip emitters
buckets, hoses, and nozzles. Hand tools, e.g., hoes for weeding, shovels, rakes, brooms, etc. Pliers, wire cutters for
tie removal.
. Limited labor, not to exceed $20.00 Der tree to SUDDort all associated labor costs.
. Administrative overhead costs - for non-profit applicants only - (not to exceed $1 O.OO/tree or a total caD rate of
$5000) to cover such items as payroll administration, human resources, computer support, financing, and office
support/operating).
. Proposition 12 project sign construction and materials.
VII. INELIGIBLE COSTS:
. Root barriers - chemical, or solid
. Tree grates and decorative tree guards
. Trunk wraps (unless justified and approved)
. Disposal costs of woody debris
. Fertilizers
. Irrigation valves, pumps, and sprinkler control timers
. Tree seedlings, one, five and ten gallon container stock
VIII. ACCEPT ABLE NURSERY STOCK
.11 trees purchased under this grant program must conform at the time of delivery to the nursery standards specified for
cceplance of nursery trees (Appendix E). Trees that fail to meet the specified standards must be rejected. Trees
planted under this grant program and do not meet the standard specifications will not be eligible for reimbursement. If
reimbursement has already been received and an audit uncovers ineligible trees, you will be required to reimburse the slate
for the cost of the trees.
IX. ACCEPTABLE SPECIES
Trees selected must reach a height of at least 30 feet at maturity unless being considered for planting under power lines or
granted with a written exemption by a CDF Urban Forestry Field Specialist as part of the submitted application. Only those
species that are adaptable to the local environmental conditions will be considered eligible for grant consideration. When
tree species selection is not matched to the planting site, justification must be provided. For example, drought adapted trees
such, as our native oaks are bad choices for planting in turf or sites where they will receive frequent and regular irrigation.
High water demand trees, like redwoods, willows, poplars, alders, birches, etc. are also poor for planting on dry or
minimally irrigated sites (Appendix F). Other trees known to be pest prone in the larget planting area will be evaluated for
their long-term survival. Applicants are highly encouraged to provide supporting tree species data sheets as part of their
application from "Selectree" by accessing the information via the Internet at (www.ufei.caloolv.edul. Appendix
G lists the trees that will not be approved for cost sharing under the scope of this grant program unless granted with a
written variance from a CDF- U&CF Field Specialist prior to grant submission. These restrictions are to insure that this
grant program maximizes the purposes expressed in the Prop 12 Bond Act and the California Urban Forestry Act of 1978,
as reflected in the California Public Resources Code 4799.07.
X. APPLICA nON PROCEDURES:
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Applications/proposals shall be accepted no later than May 31, 2002. Applicants must adhere to the proposal guideline
aIormat (Appendix A).
-Application Presentation:
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Seven (7) copies of application must be submitted, one original and six copies, of everything in your proposal. including all
supporting material (i.e., maps, photographs, support letters, etc.). All material, including maps, must be 8 Y, inch 11.
e Larger sized material will not be accepted.
Proposals contain a completed application package in the following order. (Appendix A, forms 1- 6G). Pages must
be numbered:
i. Application
2. Resolution. A signed and notarized resolution from the local jurisdiction (e.g., City Council) or governing body (e.g.,
Board of Directors) approving the project referred to in the application.
3. Certification approving project design. A project review by a Certified Arborist, Registered Professional Forester or
Landscape Architect with expertise in tree planting and current maintenance technology. This is to verify that the proposed
trees:
. are adaptable to the area;
. are suitable to the selected site and verified for so through the use of "Selectree";
. are large enough to survive;
. will grow to a height of at least 30 feet at maturity unless planted where space is restrictive.
And that the project plan incorporates a proper planting, irrigation and maintenance plan, and that the plan the plan
complies with local tree ordinances.
4. Certification of responsible parties for maintenance. A signed statement on appropriate letterhead from a person with
designated authority agreeing that the city, county, district, or their assigned, will provide all of long-term maintenance in
accordance with international Society of Arboriculture standards
a/' Proof of non-profit status (if applicable. Proof of tax-exempt status if applicant is a non-profit organization (letter from
_the Franchise Tax Board).
6. Concise and detailed work plan. Follow outline in Appendix A, form #6, including:
. Project Description
. Planting Plan
. Maintenance Plan
7. Environmental Checklist
8. Itemized Budget
9. Long Term Maintenance Plan
10. Educational Outreach Plan
11. Sign Plan
12. Letters of Commitment
MAIL APPLICATIONS TO:
California Department of Forestry and Fire Protection
Attn: Herb Bunt, Urban Forestry Prog~am Administrator
P. O. Box 944246, Sacramento, CA 94244-2460
~I.
Or, for UPS or FedEx:
PROJECT REVIEW CRITERIA:
1025 Triangle Court, Suite 400, West Sacramento, CA 95605
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The CDF Director will make the final decision on projects after review. Each application will be assigned a point
ranking based on A through I as follows. Bulleted items are an example of those considered in the point ranking.
eA. Inclusion of all Items on Page 5 (0 - 25 points)
B. Tree Selection (0 - 25 points) Environmental tolerance, adaptability, pest resistance, longevity, diversit)., and
appropriateness to site.
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. Does the project provide for adequate species diversity to reduce the effects of insects and diseases? A single
species may be planted along a street for aesthetic reasons provided that other varieties are planted along nearby
streets, thus providing an adequate mix.
. Are the tree species selected, adaptable to the site, and is the space available appropriate? Will the initial size
planting stock selected ensure survival considering the site factors?
. Will the trees provide maximum environmental benefits, e.g., shade, heat island cooling, wind screening, improve
air quality, etc.?
. Are the trees reasonably resistant to pest problems?
. Do any of the trees present a significant nuisance potential?
. Are the trees likely to damage paved surfaces nearby?
Projects that emphasize a diverse selection of moderate to large growing trees tolerant to urban growing conditions, e.g., drought, air
pollution, soil compaction, frost, wind, etc. are more likely to mnimize environmental benefits over the long term.
Planting and Maintenance Plan. (0 - 20 points)
If applicable, is the tree care component consistent with standards and guidelines defined in the Application
Guidelines listed under Appendices E, F & G.
Have adequate provisions e.g., watering frequency, periodic monitoring, been made to ensure establishment and
survival?
Is there adequate long-term maintenance?
Does the project have a tracking system for required maintenance?
Are there provisions and a local budget to replace those trees that die or are vandalized?
Priority of Need. (0 - 5 points)
How badly are the trees needed?
Are there other resources to accomplish the work?
How long has the site remained unplanted?
Will this plan benefit many people?
Does the plan emphasize environmental mitigation or aesthetics?
Public OutreachfEducation Citizen Involvement/Stewardship (0 - 20 points)
How well does the proposed education program compliment the tree-planting project?
Will there be community involvement?
Are citizens encouraged to participate in planning, planting and maintenance?
Will it encourage stewardship and public activism, engender interest in similar projects, and strengthen grassroots
support for urban forestry?
Does the project involve a cooperative relationship between two or more organizations, e.g., local government,
districts, agencies, or non-profit, civic groups with other agencies or organizations? SljCh as the u.c. Cooperative
Extension, Resource Conservation Districts, Cal Trans, service organizations, youth groups, public utilities, and city
or county government, California Conservation Corp, etc.?
Proposal Quality ( 0 - 5 points)
.
Clarity
6
. Comprehensiveness
. Conciseness
. Organization
. Creativity
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F. Bonus points (5 points)
Project is located within a community designed as a Tree City USA community in 2001 by the National
Arbor Day Foundation in partnership with the CA Dept. of Forestry and Fire Protection
G. Other Considerations Cor Disqualification:
. Project area has another grant from a federal or state source.
. Guidelines for filling out application are not followed.
. Items included in application are not current and up to date.
. Budget is not shown in two itemized columns with state costs in one and matching funds in the other with total
shown on the bottom line.
XII. NOTIFICATION
The highest ranking proposals will be reviewed by the CDF Director who will make the final
decision by July 31,2002. Applicants will be notified by mail oCthe final selection.
XIII.
PROTEST PROCESS
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Notice of the proposed awards shall be posted in the CDF's office at the address indicated above, for a period
of 5 working days prior to actual award of the contract. If, prior to the award, any applicant files a protest
against the awarding of a contract, the contracts shall not be awarded until either the protest has been
withdrawn, or the Department of General Services has decided the matter.
Within 5 days after filing the protest, the protesting bidder shall file with the Department of General Services,
a full and complete written statement specifying the grounds for the protest. Protests shall be limited to the
grounds specified in PCC 10345.
XIV. CONTRACT PROCESS
A. ApplicationIProposal submitted to CDF.
B. Proposals are screened and those that do not meet the minimum requirements will be disqualified. Those
meeting minimum requirements are evaluated according to the review criteria listed above.
C. The highest-ranking projects are reviewed, selected and approved by the Director until available funds are
exhausted for the fiscal year.
D. Proposed projects for funding undergo Cultural Resources Review and CEQA compliance review
E. Grant recipient receives, signs, and returns all seven (7) signed copies of the agreement to Grant
Coordinator.
F. A fully executed agreement is returned to the grant recipient.
G. Grant recipient commences work on project. Work done prior to approval of contract cannot be reimbursed.
!
H.
Payment request(s) with attached nursery and other vendor invoices are submitted along with an
explanatory letter and Certification of Purchased Trees (Appendix D). Tree species purchased must be
listed on all nursery invoices. Ten percent will be withheld from each invoice and will be fully paid at the
completion of the project.
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I After completion of project, grant recipient shall submit a report certification of satisfactory completion
(Completion Report).
exV.
The applicant must maintain an accounting system that accurately reflects fiscal transactions. with the necessary controls
and safeguards. This system should provide good audit trails. especially the source of original documents such as receipts,
progress payments, invoices, etc. The system must also provide accounting data so the total cost of each individual project
can be readily determined. These records must be retained for a period of three years after final payment is made by the
state.
ACCOUNTING PROCESS
XVI. CONTRACT DATES (ESTIMATED)
May 31, 2002
June 29, 2002
July 31, 2002
November 29, 2002
March I, 2005
Final date for receipt of proposal.
Review and ranking of proposals are completed
Director announces grant awards
Contract in force. Project can begin upon approval of contract.
Contract expiration. Completion report and final invoice due
XVII. CONTRACT DOCUMENTS
The completed contract will include the following documents:
A. Standard Agreement, STD 213, (Appendix I).
B. Proposition 12 guidelines, and your proposal.
XVIII. A WARD OF CONTRACT
_ The award of contracts will be to those proposals approved by the Director, and will be awarded only if state funding is
_available and allocated to the Urban Forestry Program. .
XIX. EXECUTION OF CONTRACT
The successful grant recipient shall sign the requested number of copies and return them within five (5) working days of
receiving them. Contractor Certification Clauses may also be required to be signed. They may be viewed at
htlO:llwww.ols.des.ca.eov. No contract shall be binding upon the State until it has been completely executed by the grant
recipient and the Department of Forestry and Fire Protection.
XX. AMENDMENTS
It is mutually understood and agreed that no alteration or variation of the terms of the agreement shall be valid unless made
in writing and signed by all parties, and that no oral understandings or agreements shall be binding on any of the parties. No
additional funds will be allocated to the project. Without strong justification, no alterations to the project plans submitted in
the original project proposal will be considered for amendments. See Standard Agreement Exhibit B, A.I.
XXI. PAYMENTS AND INVOICES
Progress payments shall be for expenses incurred in arrears based upon written nursery and supply vendor invoices and
other supporting documents submitted along with the contractor's invoice and explanatory letter. Frequency of payments
will be no more than monthly. All invoices should be sent in triplicate to the CDF Fiscal Contract Administrator and are
subject to approval by the Department of Forestry and Fire Protection. Progress payments will be made for actual work
accomplished and no pre-payment will be allowed. The State shall withhold ten percent (1 0 %~ from each progress
payment. In aggregate, the total of the progress payments shall never exceed 90% of the total amount billed. Progress
_payments can be expected within 60 days of the receipt ofa valid invoice. The balance (withheld 10%) will be paid upon
atisfactory completion of all work under this agreement with the receipt of a completion report signed by the CDF Urban
onister and final billing invoice.
8
The State shall not be obligated to reimburse the contractor for costs incurred in excess of the contract amount.
Furthermore, costs over and above specified cap rates identified within the Request for Proposal and/or services supplied
outside the approved contract period will be grounds for denial.
e Final Invoice must be accompanied by the Appendix C form which certifying that all trees purchased under contract with
CDF and subject to reimbursement meet or exceed the standards specified for nursery trees outlined in Appendix E. Any
substitution in tree species, locations, and or number of trees must be requested in writing and approved in writing by the
project administrator.
XXII. COMPLETION REPORT
A completion report must be submitted within 45 days of completion of the project or expiration of the contract; which ever
occurs first. It must include the following:
. A statement signed by a Certified Arborist, Registered Professional Forester or Landscape Architect certifying that the
project was completed satisfactorily (Appendix C), the trees were planted properly and a maintenance agreement is in
place.
. Photographs of representative planting sites, work completed including some before and after photos.
. A summary of accomplishments, successes, and any difficulties you overcame that could help others.
XXIII. TIME EXTENSIONS
No requests for a time extension will be accepted under this contract. The current contracting period represents the
maximum amount of time allowed under this fiscal appropriation.
XXIV. WITHDRAWAL FROM PROGRAM PRIOR TO PROJECT START
If an applicant withdraws from the program prior to starting the project and elects not to use its contracted funds, the
_allocation will revert back to the Proposition 12 Urban Forestry Program for reallocation. In order to reactivate a withdrawn
_project, applicant must reapply to a new grant cycle.
XXV. SIGN POSTING ON PROJECT
Proposition] 2, the Park Bond, requires all projects receiving funding to acknowledge the funding source with publicly
posted signage so that the citizens of California can see the tangible benefits and the results of their bond dollars. The
Resources Agency was directed in Section 5096.309 of the Park Bond to issue guidelines for posting signs.
A universal logo has been designed. The design specifications can be obtained from www.resources.ca.gov. Or, iffurther
information is needed contact the Program Administrator, Herb Bunt at (916) 653-7209. Signs are to be placed in an area to
maximize visibility and durability. The logo must be a minimum of2'X2'. There is no maximum size. Exceptions are
permitted in the case of trails, historical sites and other areas where these dimensions may not be appropriate. The logo
must be posted no later than project completion. A larger sign that includes the logo, other wording and acknowledgements
may be posted. There is no maximum number of signs.
All materials used shall be durable and able to resist the elements and graffiti. State Parks and CalTrans standards can be
used as a guide for gauge of metal, quality of paints used, mounting specifications etc. The goal is to have project signs in
place for a minimum of 2 years. The cost of the signing is an eligible project cost. Durable signage is encouraged: e.g.
bronze memorials etc. Signs should be tasteful and appropriate for the project. Alternate signage must be immediately
recognizable as a Parks/Water Bond 2000 sign and must include the logo. Signs placed within state highway right of ways
may require a Caltrans encroachment permit. Please check with Caltrans in those instances.
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APENDIX A
APPLICATION PACKAGE
9
The application proposal is required to be submitted in the following format: (pages must be numbered):
el. Application
2. Resolution. A signed and notarized resolution from the local jurisdiction (e.g., City Council) or governing body (e.g.,
Board of Directors) approving the project referred to in the application.
3. Certification approving project design. A project review by a Certified Arborist, Registered Professional Forester or
Landscape Architect with expertise in tree planting and current maintenance technology. This is to verify that the proposed
trees:
. are adaptable to the area;
. are suitable to the selected site and verified for so through the use of "Selectree";
. are large enough to survive;
. will grow to a height of at least 30 feet at maturity unless planted where space is restrictive.
And that the project plan incorporates a proper planting, irrigation and maintenance plan, and that the plan the plan
complies with local tree ordinances.
4. Certification of responsible parties for maintenance. A signed statement on appropriate letterhead from a person with
designated authority agreeing that the city, county, district, or their assigned, will provide all of long-term maintenance in
accordance with International Society of Arboriculture standards
5. Proof of non-profit status (if applicable. Proof of tax-exempt status if applicant is a non-profit organization (letter from
the Franchise Tax Board).
6. Concise and detailed work plan. Follow outline in Appendix A, form #6, including:
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. Project Description
. Planting Plan
. Maintenance Plan
7. Environmental Checklist
8. Itemized Budget
9. Long Term Maintenance Plan. List of residents, organizations, clubs, etc. that will be involved in maintenance and extent
of their involvement, i.e., names, address, contact person, and telephone number, if applicable.
10. Educational Outreach Plan
11. Sign Plan
12. Letters of Commitment
NOTE: Completion reports, Appendices C and 0 to be sent in with a short synopsis of the project including pictures, at the
completion of the project in order to recover the 10% holdback.
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Form #1
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Proposition 12
California Department ofForeslty and Fire Protection
Urban & Community Forestry Program
10
APPLICA nON
A. Representative Authorized in Resolution:
_NAME/TITLE
CITY ICOUNTY IDISTRICTIORGANIZA TlON
ADDRESS
CITYIZIP CODE
TELEPHONE NUMBER
E-MAIL ADDRESS
B. Contact Person with day-to-day responsibility for project.
(If different from authorized representative.)
NAME rrlTLE
CITY ICOUNTY IDISTRICTIORGANIZA TlON
ADDRESS
CITYI ZIP CODE
TELEPHONE NUMBER
E-MAIL ADDRESS
FAX NUMBER
Applicant is a TREE CITY USA community for 2000
[] yes
[] no
PROJECT TITLE:
Total Grant Request $
Total Project Budget $
Total number of trees scheduled for planting under this grant
_ CA State Senator:
LEGISLATIVE INFORMATION
Senate District #
CA State Assembly Member: Assembly District #
To find out who your Legislative representatives are, call the California Bill Room in Sacramento al (916) 4452323
............................................................................................
Brief Description of Project:
I certify that the information contained in the application, including required attachments. is accurate.
Signed:
Applicant's Authorized Representative
Shown in Resolution
Date
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Form 2
_
RESOLUTION
11
Form 3
CERTIFICATION APPROVING PROJECT DESIGN
e NOTE: Please place on appropriate letterhead.
Herb Bunt
Department of Forestry & Fire Protection
PO Box 944246 .
Sacramento, CA 94244
Dear Mr. Bunt:
I certify that that I have carefully evaluated this grant proposal and have considered the following criteria in my assessment:
~ Proposed tree species are adaptable to the local environmental condition and known to perform well in the area.
~ Ultimate size of the proposed trees is appropriate for their intended sites.
~ Growth form of the proposed trees is appropriate for intended use.
~ Proposed trees will provide the desired benefits.
)> Proposed trees lack serious nuisance, hazard and pest problems.
)> Planting project is properly planned to ensure establishment and long-term survival.
~ Initial sizes of the trees are large enough to have a good chance for survival at each planting site.
:.- Proposed planting method is likely to ensure survival.
~ Watering frequency is adequate to ensure establishment and normal growth.
~ Trees to receive early, critical tree care are in need of the proposed care.
)> Planting complies with local tree ordinances.
Plan critique and revision:
~ I have provided my comments, suggestions and concerns to the plan prepared.
_ ~ My comments, concerns and suggestions were considered and addressed in the final plan.
., Synopsis of findings:
:.- The final proposal as submitted to the State is likely to ensure a successful project.
Comments:
Qualification/title
Signature
RPF or ISA Certified Arborist
Printed Name
or Landscape Architect Number
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13
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CERTIFICATION OF RESPONSIBLE PARTY (IES) FOR MAINTENANCE
I, certify that
(REPRESENTATIVE AUTHORIZED IN RESOLUTION)
will provide
(CITY ICOUNTY /DISTRICT)
or be responsible for 100% of the maintenance in accordance with the International Society of
Arboriculture standards. (Appendix F)
(Date)
(Signature)
(Tille)
(Phone number)
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Form #4
14
Proof of Non-Profit Exemption Status
(Required for Non-profits only)
e Provide text documentation showing proof of non-profit status.
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Form #5
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15
Form #6
INSTRUCTIONS FOR COMPLETING WORK PLAN
_ Be specific and include all applicable items.
1. Proiect Description to Include:
a. Statement of objective(s) /purpose to be met during project period.
b. Description of how objective(s)/purpose will be met. Include methods and materials that will be
used, and outcomes that are expected.
c. Schedule of work to be accomplished. Structure on monthly increments and include a timetable.
d. List of residents, organizations, clubs, etc. that will be involved in planting, and extent of their involvement.
e. Describe Public-Outreach Program, if applicable.
2. Plantin!! Plan to Include:
. Number, kind (bareroot, container), and size of species, including cultivar, to be planted.
. Description of project area, (Attach 8 1/2 x II size map)
. Site location(s). Size of planting sites, e.g., planting strips, planting pits, etc. Alternative locations, if
applicable. Photographs of a representative number of intended planting sites. Include a range of planned
planting sites, e.g., school yards, median strips, fairways, etc.
. Method of planting and staking. Site preparation, nursery stock preparation, protection against vandals,
rodents, deer, etc.
. Why were these trees chosen, and give a supporting statement of their use. Discuss their ecological
tolerates, ultimate size, physical appropriateness to site, nuisance potential, potential pest problems,
potential to damage concrete, growth rate and habit etc.
_3.
Maintenance Plan:
a. Method of maintenance, i.e., watering, fertilization, insect and disease protection, etc.
b. Maintenance schedule.
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_
Form 6A
16
Work Plan - Project Description
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Form 68
17
Work Plao - Project Description continued
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18
I Work Plan - Project Description continued
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Form 6C
Project Location
(maps)
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19
Work Plan - Project Description continued
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Form 6D
Pictures of project area
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Form 6E (total ofsix pages)
Work Plan - Project Description continued
CALIFORNIA DEPARTMENT OF FORESTRY AND FIRE PROTECTION
-
~~
"'-
',(4
~~i
URBAN FORESTRY PROGRAM
ENVIRONMENTAL CHECKLIST
Part 1: ADMINSTRATIVE INFORMATION
1.
Project Title:
2.
Project Applicant's Name:
3.
Name and title of checklist preparer:
.
This checklist is intended for use by applicants for California Department of Forestry and Fire Protection (CDF) Urban Forestry Program
projects. It is modeled after the California Environmental Quality Act (CEQA) Environmental Checklist which has been modified to more
closeiy focus on the types of actions and impacts expected to occur while conducting urban forestry tree planting projects. As the lead
agency under CEQA, CDF must make a determination as to a project's potential environmental impacts, develop miiigalions if necessary
and determine the level of environmental documentation and review required. The completion of this checklist will assist CDF in Identifying
impacts of the proposed project prior to approval. To meet that need someone that is intimately familiar with the project and
knowiedgeable on potential environmental consequences must complete this checklist. The information in the checklist is meant to
supplement the information provided in your appiication. Maps and photos supplied with your application will assist in CDF's review. This
checklist is available electronically (MS Word 97) or may be completed by hand. If you need assistance please contact CDF Urban
Forestry Program personnel.
It Is the intent of CDF and the Urban Forestry Program to approve tree-planting projects that are categorically exempt from further
environmental review under CEQA. In order for a project to qualify for a categorical exemption CDF must find that there are no .unusual
circumstances. associated with the project that iead to the project having impacts on environmental resources (e.g.. threatened or
endangered species, aesthetics, cultural resources, water quality, etc.) CEQA does not allow for a project's impacts to be minimized or
compensated under a categorical exemption; avoiding impacts to resources is the only mitigation permitted. To meet that end the
following questions were designed to identify environmental impacts that may occur in various tree planting settings and encourage project
applicants to develop measures to avoid those impacts. In the event that potential impacts to a resource are identified it is recommended
that the project applicant redesign or reconfigure their project proposal 10 avoid impacts to the resource. Failure tcffully avoid impacts will
result in your project requiring a "higher level" of environmental review such as the preparation of a negative declaration or environmental
impact report. This could be costly and delay your project. Because of the time and cost associated with the preparation of a negative
declaration or environmental impact report CDF encourages you to change your project in order to qualify for a categorical exemption.
.
A brief expianation is required for "Ves. responses to the following questions. Responses must be supported by facts, not merely t~e
personal opinion of the checklist preparer.
.
All responses must take account of the whole action involved, including off.site as well as on-site, cumulative as well as project-level,
indirect as well as direct, and construction as well as operational impacts.
.
Earlier analyses may be used where an impact has been adequately analyzed in an earlier EIR or negative dedaration. In this case, a
brief discussion should identify the earlier analysis, describe the mitigations that were developed and supply copies of relevant
sections/pages. A source list should be attached, and other sources used or individuals contacted should be cited in the discussion
sections were necessary.
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21
_1.
2.
Part 2: PROJECT DE$CRlPTlON
Project Location:
(city, county, nearest town, etc.)
Description of Project: Describe the entire project, including but not limited to size and numbers of trees, size and
depth of excavations, planting site preparation (i.e., land clearing), equipment to be utilized in planting and
preparing the planting site (e.g., backhoes, power augers, heavy equipment), later phases of the project, and any
secondary, support, or off-site features neoessary for the project's implementation. Emphasis should be placed on
activities that will potentially impact the environment rather than describing project benefits.
3. Identify the type(s) of setting(s) where your project will be located.
~';'~;;":..iJ.i-ban'..or. p~velopec($,i.t!ng!f:tt:":::"::..':.'.(,::t,i.B.JJ",fl;J:!ii-ai~J~P.ta~ii,W'!!~Jlnij;3lUUlill
o
~
o
o
o
_
street (parkways, medians, sidewalks, etc.)
existing landscaped city/county park
existing landscaped school grounds
urban trail. bike trail
public building grounds
Other similar urban or developed setting.
Describe selling:
Projects confined to urban or develoDed
settings must address questions in
Checklist, Part 4.
o
o
o
o
o
o
o
undeveloped land
new or rural park
new school grounds
agricultural land
historic district, railroad right-of-way
"
riparian area (within 100 ft of a stream, lake or
wetland)
Other similar rural, undeveloped or wildland setting.
Describe selling:
Projects that include rural, undeveloDed or
wildland settings must address questions in
Checklist, Parts 3 and 4.
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22
Part 3: ENVIRONMENTAL IMPACT ANALYSIS FOR, PROJECTS'IN
RURAL, UNDEVELOPED-OR W1LDL.ANO'SEiTiNGS .. .. .-
e Projects, or portions of projects, planned for rural, undeveloped or wildland settings may have impacts on various
resources (e.g., threatened or endangered species, cultural resources, water quality, etc.). Therefore, project
applicants must conduct the following resource studies to determine if resources exist that warrant protection.
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23
Resource Studies:
Conduct a Natural Diversity Data Base Search
AContact CDF, Urban Forestry Program staff to determine how to conduct a Natural Diversity Data Base (NDDB) Search. Submit
_a copy ofthe search results along with this Environmental Checklist. lithe NDDB search identifies any threatened or endangered
species of animals or plants that may be present describe avoidance measures in the appropriate discussion section.
Conduct an archaeological records check
Contact CDF, Urban Forestry Program staff to determine how to conduct an Archaeological Records Check. Submit a copy of
the results along with this Environmental Checklist. If the Records Check identifies cultural resources within the project site
describe measures to avoid impacts in the appropriate discussion'section.
Conduct an archaeological survev
Contact CDF, Urban Forestry Program staff to determine how to' conduct an archaeology survey. Submit a copy of the survey
results along with this Environmental Checklist. If the archeological survey identifies cultural resources within the project site
describe measures to avoid impacts in the appropriate discussion section.
Based on the results olthe resource studies please respond to the following questions for projects located in rural, undeveloped
or wildland settings.
1, Discuss the results of the resource studies and briefly describe the archaeological and biological resources identified
within your project site.
Will the project:
_2. Require the removal of native vegetation (trees, shrubs) prior to planting, thereby D Ves D No
potentially impacting threatened or endangered plant or animal species or cultural
resources?
3. Require extensive soil disturbance, thereby potentially causing soil erosion and D Ves D No
impacting threatened or endangered species or cultural resources?
4. Require the use of large equipment (Le., backhoe) thereby potentially impacting D Ves D No
threatened or endangered species or cultural resources?
5. Occur within 100 feet of a perennial watercourse, riparian zone or wetland thereby D Ves D No
potentially impacting threatened or endangered species, cultural resources or riparian
values?
6. Convert Prime Farmland, Unique Farmland, or Farmland of Statewide Importance to D Ves D No
non-agricultural use?
7. Discuss any "Ves" responses and describe measures to avoid impacts.
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1-
Part 4: ENVIRONMENTAt:dMg~. C:t At\W...YSISFOR
ALL PROJECTS
a Please answer the following questions for all projects and discuss all "Ves" responses.
., Will the proposed project:
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1. Require approval from other public agencies (e.g., permits, financing approval, or 0 Ves 0 No
participation agreement (e.g.. grading permits, CAL TRANS encroachment permits, right-of-
way easements, etc.))
2. Include activities that were identified in other environmental documents or analyses and 0 Yes r:::fNO
support findings of no significant impact (e.g., CEQA documents, environmental surveys,
general plans, studies, reports, etc.)
3. Conflict with any applicable land .use plan, policy, or regulation of an agency with 0 Yes r:::fNO
jurisdiction over the project (including, but not limited to general plans, specific plans, local
coastal programs, or zoning ordinances)?
4. Conflict with any ordinances protecting biological resources, such as tree preservation 0 Yes r:::fNO
ordinance, Habitat Conservation Plan, or other policy?
5. Be located on a site which is included on a list of hazardous materials sites compiled 0 Yes 0 No
pursuant to Govemment Code Section 65962.5 and, as a result, would it create a
significant hazard to the public or the environment?
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25
6. Result in trees, once mature, coming into contact with power lines?
DYes 0 No
_
7. Expose people or structures to the risk of loss, injury or death involving wildland fires, 0 Yes ITNO
including where wildlands are adjacent to urbanized areas or where residences are
intermixed with wildlands?
8, Have sufficient water supplies available to serve the project from existing entitlements and 0 Yes ITNO
resources or substantially deplete groundwater supplies or interfere substantially with
groundwater recharge such that there would be a net deficit in aquifer volume or a lowering
of the local groundwater table level (e.g., the production rate of pre-existing nearby wells
would drop to a level which would not support existing land uses or planned uses for which
permits have been granted)?
_9.
Result in substantial adverse impacts to public services for tree pruning and maintenance?
o
Yes
o No
10. Substantially increase the use of existing neighborhood and regional parks or other 0 Yes ITNO
recreational facilities or require the construction of additional recreational facilities resulting
in significant environmental impacts?
11.lnclude trees known to produce pollen/allergens/odors that are irritants or objectionable to 0 Yes 0 No
large numbers of people?
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26
12. Substantially damage a scenic resource or vista or degrade the existing visual character or
quality of the site and its surroundings including. but not limited to, trees. rock
outcroppings, and historic buildings within a state scenic highway?
o
Yes
o No
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13.Result in, once trees are mature, undesirable shading of nearby property, including 0 Yes ITNO
residences. offices. swimming pools, solar energy collectors, recreational facilities, etc. or
subject adjoining properties to excessive amounts of litter and/or debris?
14. Obscure public safety improvements such as streetlights, traffic signals, signs, etc.? 0 Yes UNO
Alf you checked "No" to all preceding questions or checked "Yes" and have provided the required Resource Studies and
.identified measures sufficient to protect all resource values the project mav be categorically exempt from further
environmental review. Sign the Certification, below, and submitthis Checklist with your application to the CDF, Urban
Forestry Program office. CDF will review your responses and determine whether additional environmental review is
necessary prior to project approval.
Part 5: CERTIFICATION
I certify that I have reviewed the proposed project's description and inspected the project site(s). I have provided accurate and
factual responses to the questions and have supplied accurate information when requesting database searches. In my opinion
the proposed project will not have any negative impacts on the environment.
Signature of Checklist Preparer
Date
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P8{t6: D~I~TJQN
e DETERMINATION (To be completed by CDF, Urban Forestry Program Personnel)
As a representative of CDF and as lead agency for environmental review under CEQA I have determined that an environmental
impact evaluation for the proposed project has been satisfactortly completed.
eo
On the basis of this evaluation:
o
o
o
o
o
I find that the proposed project will not have a significant effect on the environment and meets the
Class 6 categorical exemption requirements. This project is therefore exempt from the
requirement for the preparation of environmental documents. A Notice of Exemption (NOE) will be
prepared by CDF.
I find that the proposed project could not have a significant effect on the environment and does not meet the
Class 4 categorical exemption requirements, therefore a negative declaration will be prepared.
I find that although the proposed project could have a significant effect on the environment, there will not be
a significant effect in this case because revisions in the project have been made by or agreed to by the
applicant. A mitigated negative declaration will be prepared.
I find that the proposed project may have a significant effect on the environment, and an environmental
impact report is required.
I find that the proposed project may have a "potentially significant impact" or "potentially significant unless
mitigated impact" on the environment, but at least one effect 1 ) has been adequately analyzed in an earlier
document pursuant to applicable legal standards, and 2) has been addressed by mitigation measures based
on the earlier analysis as described on attached sheets. An environmental impact report is required, but it
must analyze only the effects that remain to be addressed.
I find that although the proposed project could have a significant effect on the environment, because all
potentially significant effects (a) have been analyzed adequately in an earlier EIR or Negative Declaration
pursuant to applicable standards and (b) have been avoided or mitigated pursuant to an earlier EI R,
including revisions or mitigation measures that are imposed upon the proposed project, nothing further is
required. .
Signature of Authorized CDF Reviewer
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Print Name
Date
Title
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2.8
Form 6Ft
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Itemized Budget
Project applicant:
This itemized budget should include an estimate of costs to carry out the proposed project based on actual quote
received from nurseries and product suppliers. Estimated costs should be as specific as possible and should only
include eligible expenses as set forth in the guidelines. Provide a detailed breakdown of aU items.
NOTE: Work performed under this contract must be approved by the CDF Urban Forester prior to
billing.
Example:
List description of expense:
10ea, 15-gallon Fraxinus oxycarpa, 'Raywood'/Raywood ash @ $45/ea
15yds Wood mulch@ $3/yd
51abors,@S35/1reex 151rees (reflects max stale rale ofS20/tree)
cosllo Slale
local match funds
S350.00 SIOO.OO
S 45.00
S1125.00
S 0
S1500.00
Description of expense:
State
Local
Tree stock (ine!. tax and shipping)(specify each tree type planned):
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Planting materials:
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Itemized budgel- page 2
Form 6F2
29
Description of expense:
.abor:
Educational materials (limited to a maximum of $1000 for Tree City USA Bulletins)
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Tolal Granl Requesl:
Budgel prepared by:
Phone: (
-'on2 Term Mana2emenl annroaeh 10 eonlinue care of Ihe munieioallrees:
State
(St.le funds)
Local
(Local lunds)
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Form 6G
30
_
Educational outreach nlan:
_
Shmal!e Dlan:
_NOTE: Attach Letters of Commitment
MINIMUM MAINTENANCE REQUIREMENTS
!
APPENDIX B
31
_2.
al
.6
_
1.
Provide a minimum of weekly watering during the dry season. Keep turf and ground covers at
least 18 inches away from edge of root ball. Use some type of organic mulch to retain moisture.
3.
4.
Provide developmental pruning for strong and characteristic structure at three (3) years old and
again at seven (7) years old as a minimum service level. Refer to Pruning Standards, Appendix H.
Provide needed pest control for the health of the tree.
Provide required staking to ensure stability and proper growth. Remove the nursery stake and
use 2 stakes placed outside the root ball. Tie loosely with soft, flexible tree ties to allow for some
movement. Stake one to two seasons.
PlanUm! Standards
Reprinted from "Plant Your Tree!" brochure
1.
Dig the proper sized hole for your tree. Make vertical sides as shown in the Figure I. Roughen
the side of the hole to allow root penetration. If you're transplanting your tree from a container,
the hole should be one inch shallower and 6 to 12 inches beyond the root ball.
Carefully remove the container just before the trees are put into the hole. Try to move the tree by
the root ball instead of the trunk. Minimize the time the roots are exposed to air. Roots circling
around the outside of the root ball should be cut vertically in four or five places around the
circumference. Roots matted on the root ball bottom should be cut off.
Set the root ball on undisturbed soil. Adjust the "best" side of the tree in the direction you want.
Make sure the top surface of the root ball is one inch higher than the natural soil grade. Lay stick
or shovel handle across the hole to see if the root ball is high or low.
Fill the hole in and around the root ball with the soil you removed from the hole in Step One. If
the soil is filled with rocks, rake out the larger ones. Break up any clods and mix them with good
topsoil. Fill the soil around the root ball until the hole is 2/3 full.
Fill the remaining space with water. Finish filling the hole with soil, but do not tamp. No fill
soil should be put on top of the root ball.
Mound what soils' left into a six-inch high berm around the edge of the planting hole. Fill the
basin around the tree with water to thoroughly wet and settle the soil.
Place a two - to three-inch layer of mulch such as bark or leaves around the tree. Mulch helps to
control weeds and retains water in the soil. Keep turf/grass 18 inches away from the trunk.
Remove any stakes that are next to the tree trunk. Reslake your tree only if the tree cannot
support itself. Use two stakes and place them 12 inches away from the trunk on either side to
support the tree against the wind. This prevents the trunk or branches from rubbing against the
stake.
Trees have different watering requirements. When they're first planted and taking root, they
typically need frequent watering. Check the soil at a depth of two to three inches before
watering. Ifit is dry, water thoroughly. A tree will grow faster when watered weekly for the first
half of summer and then every two weeks for the balance.
2.
3.
4.
7.
8.
9.
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33
_
5.
_6.
_
APPENDIX C
CERTIFICATION OF PROJECT COMPLETED SATISFACTORILY
NOTE: On Appropriate Letterhead.
Mr. Herb Bunt
Department of Forestry and Fire Protection
PO Box 944246
Sacramento, CA 94244-2460
Telephone: (916) 653-7209
Dear Mr. Bunt:
I certify that
has complied with the following criteria in the selection and
(APPLICANT)
planting of the trees purchased as part of the Urban Forestry Tree Estahlishment Grant Program:
1.
2.
All trees conform to the standards specified for acceptance of nursery trees as outlined in Appendix E.
Large crowning trees that are greater than 30 feet at maturity with proportional crown spread will provide for
maximum shade. (Applies to General Planting Assistance only).
The species are environmentally tolerant and physically appropriate for the site.
The initial sizes of the trees sele.cted for the planting area are large enough to have a good chance for survival on the
project site.
The planting project is properly planned to ensure proper planting and long-term maintenance.
The planting complies with local tree ordinances.
3.
4.
Sincerely,
(SIGNATURE)
(QUALIFICA TlONSiTITLE)
(RPF OR ISA CERTIFICATION)
!
34
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CERTIFICATION OF PURCHASED TREES
I, certify that all trees purchased meet or exceed the standards
(REPRESENT AliVE AUTHQRlZED IN RESOLUTION)
specified for nursery trees. (Appendix E)
Attached is our invoice for reimbursement and copies of bills for the trees purchased under this contract.
(SIGNATURE)
(DATE)
(QUAUFICA lIONS,TITLE)
Attachment(s)
!
APPENDIX D
35
APPENDIX E
e
These guidelines were developed to assist landscape professionals in specifying high-quality, container-grown, landscape
trees. They were developed by arboricultural and honicultural professionals in California (Quality Tree Committee)
comprised of municipal arborists, urban foresters, nurserymen, landscape architects and other landscape specialists.
Depending on species, intended use, and availability of the trees, some elements of these guidelines may need to be
modified.
Specification Guidelines for Container-Grown Landscape Trees
1. 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).
II. COMPLIANCE
All trees shall comply with federal and state laws and regulations requiring inspection for plant disease, pests and weeds.
Inspection cenificates required by law shall accompany each shipment of plants. Clearance from the County Agricultural
Commissioner, if required, shall be obtained before planting trees originating outside the county in which they are to be
planted. Even though trees may conform to county, state, and federal laws, the buyer may impose additional requirements.
III. TREE CHARACTERISTICS AT THE TIME OF SALE OR DELIVERY
TREE HEALTH
As typical for the species/cultivar, trees shall be healthy and vigorous, as indicated by an inspection for the following:
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. foliar crown density
.
length of shoot growth (throughout crown)
.
size, color and appearance of leaves
.
uniform distribution of roots in the container media
.
appearance of roots
.
absence of twig and/or branch dieback
.
relative freedom from insects and diseases
Note: some of these characteristics can not be used to determine the health of deciduous trees during the dormant
season.
CROWN
1. Form: Trees shall have a symmetrical form as typical for the species/cultivar and growth form.
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a) Central Leader: Trees shall have a single, relatively straight central leader and tapered trunk, free of
co-dominant stems and vigorous, upright branches that compete with the central leader. Ordinarily, the
central leader should not have been headed. However, in cases where the original leader has been
headed, an upright branch at least y, (one-half) the diameter of the original leader iust below the
pruning point shall be present. Note: This section applies to single trunk trees, as typically used for
street or landscape planting. These specifications do not apply to plants that have been specifically
trained in the nursery, e.g., topiary, espalier, multi-stem, clump, etc., or unique selections such as
contorted varieties.
36
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b) Main Branches (Scaffolds): Branches should be distributed radially around and vertically
along the trunk, fonning a generally symmetrical crown typical for the species. Minimum
vertical spacing may be specified.
I. Main branches, for the most part, shall be well spaced
2. Branch diameter shall be no larger than 2/3 (two thirds) the diameter of the
trunk, measured I" (one inch) above the branch.
3. The attachment of scaffold branches shall be free of included bark.
c) Temporary branches: Unless otherwise specified, small "temporary" branches should be present along
the lowertrunk below 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 radially around and
vertically along tbe lower trunk. They should be no greater than 3/8" (three-eighths inch) in diameter
and no greater than y, (one-half) the diameter of the trunk at the point of attachment. Heading of
temporary branches is usually necessary to limit their growth.
C. TRUNK
I. Trunk diameter and taper shall be sufficient so that the tree will remain vertical without the support ofa
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 andlor lesions.
3. Trunk diameter at 6" (six inches) above the soil surface shall be within the diameter range shown for
each container size below:
Container
Trunk Diameter (in)
Soil level from Container Top (in)
#5
# 15
OS' to 0.75"
1.25" to 2"
0.75" to IS'
1.75" to 2.75"
24 inch box
IS' to 2.5"
2.25" to 3"
D. ROOTS
I. The trunk, root collar (root crown) and large roots shall be free of circling andlor kinked roots. Soil
removal near the root collar may be necessary to inspect for circling andlor kinked roots.
2. The tree shall be well rooted in the soil mix. When the trunk is carefully lifted both the trunk and root
system shall move as one.
3. The upper-most roots or root collar shall be within I" (one inch) above or below the soil surface. The
soil level within the container below the rim should be within the distance ranges shown in the table
above
4. When the container is removed, the root ball shall remain intact.
5. 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. The maximum acceptable
size should be indicated for the species (if necessary).
!
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, shriveled, dead leaves, or branch dieback. Roots shall show no
37
signs of being subjected to excess soil moisture conditions, as indicated by root discoloration, distonion,
death, or foul odor.
_v. INSPECTION
The buyer reserves the right to reject trees that do not meet specifications as set forth in these guidelines or
as adopted by the buyer. If a particular defect or sub-standard element or characteristic can be easily
corrected, appropriate remedies shall be required. If destructive inspection of root balls is to be done, the
buyer and seller should have a prior agreement as to the time and place of inspection; minimum number of
trees to be inspected, or percentage of a species or cultivar), and financially responsibility for the inspected
trees.
VI. DELIVERY
The buyer should stipulate how many days prior to delivery that notification is needed.
GLOSSARY:
Co-dominant stems- 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 ponion of a tree above the lowest main (scaffold) branch, including the trunk, branches and
foliage.
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 large buttress roots, which could
restrict growth and downward movement of photosynthate.
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 nonnal branch bark ridge. This often occurs in branches with
narrow-angled attachments or branches resulting from the loss of the leader. Such attachments are weakly
attached and subject to splitting out.
Kinked root- A primary root(s), which is sharply bent, causing a restriction to water, nutrient, and
photosynthate movement. Kinked roots may compromise the structural stability of roots system,<;.
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 highly recommended.
Scaffold branches- Large, main branches that fonn the main structure of the crown.
Temporary branch- A small branch that is retained temporarily along the lower trunk of young trees.
Temporary branches provide photosynthate to increase trunk caliper and taper 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.
38
APPENDIX F
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PLANTING LANDSCAPE TREES
California Department of Forestry and Fire Protection
BEFORE YOU BEGIN:
. Determine your purpose: shade, windbreak, screening, energy reduction, etc.
. Consider the ultimate size of the tree and select according to available space.
. Do not plant large growing trees under utility lines or close to structures. They will require extensive pruning as
they grow, or need to be removed prematurely. Smaller statured trees are more appropriate.
. Select trees that tolerate the available growing conditions.
e.
GETTING STARTED:
. Keep the tree in a shady location until time of planting.
. Remove grass, weeds and ground covers within at least a 24-inch radius of the center of the planting hole. This
vegetation will compete for available water and minerals, retarding growth and delaying establishment of the tree.
. Dig the hole at least 2 to 3 times the width of the container, and I to 2 inches shallower that the height of the root
ball. Slant the sides of the hole outward at a 45-degree angle to increase the volume of loosened soil.
. To avoid settling, place the root ball on undisturbed soil. If practical, loosen the soil several feet beyond the planting
hole with a pitchfork, shovel, digging bar or rototiller. Loosen the soil to a depth of about 8 inches.
. If you encounter hard pan or compacted soil while digging, try to penetrate it with a soil auger, digging bar or
posthole-digger.
. Roughen the inside surface of the planting hole if it appears smooth or glazed, especially if augured or spade dug.
Remove the tree from the container and gently loosen the outer one half-inch of soil to check for kinked or
encircling roots (a spray of water from a garden hose may be helpful).
Clip dead, encircling (girdling), kinked and matted roots. On one-gallon stock, make one half-inch deep longitudinal
cuts into the soil on at least four sides of the rootball to cut girdling roots. On large stock, make one-inch deep cuts.
. If practical, soak the rootball briefly in a bucket of water and allow draining.
. Do not expose the roots to the heating and drying effects of direct sunlight for more than a few minutes.
. When planting balled and burlapped trees, remove all rope, string andlor wire, and fold down or cut away the burlap
once the tree is in place. The current practice of leaving the burlap intact, and the wire basket in place, can restrict
root development Trees planted in this manner may grow more slowly, take longer to establish, and require more
maintenance. -:
. A void the routine use of root barriers for street trees. There is increasing evidence that they cause root damage, poor
plant performance or lead to instability problems.
. Plant each tree so that the top of the root ball is I to 2 inches above the existing soil grade. Planting high prevents
settling, helping to avoid crown rot by keeping the root crown dry.
. If it is necessary to add soil back to the planting hole to position the root ball at the correct height, carefully pack the
soil to prevent excessive settling.
. Plant 3 to 4 inches high when turf is placed around trees. This will compensate for the additional 2 to 3 inches of
turf and soil. Keep turf at least 24inches away from newly planted tr,ees.
. Trees planted below soil grade are more susceptible to crown rot, and usually have more trunk sprouts.
. Orient the tree so that the inside face of the graft-union faces north or east.
. Loosen the excavated soil and use it as back-fill. Remove rock and extraneous material. If the soil is too wet, clayey
or hard to break up, use topsoil of a similar texture or loose soil from nearby for back-fill.
. Amending the back-fill soil usually does not aid tree growth as once thought. However, soil amendment added to a
sandy back-fill soil may help to retain soil moisture around the root ball during establishment. Of course, any value
derived from amending the back-fill is temporary as the roots quickly grow out into the surrounding native soil.
!
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39
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GETTING STARTED (Continued)
.
It is preferable to amend large areas where trees are to be planted.
There does not appear to be any consistent benefit from fertilizing trees at planting or during their first season of
growth. Fertilize moderately during the second season of growth, and yearly thereafter to encourage moderate
growth. Slow release fertilizers are best for gradual, long-term fertilization. Reduce fertilization once the tree
reaches a desirable size. Fertilize mature trees sparingly to maintain health rather than promoting growth.
Refill the hole around the root ball about half way and gently firm the soil. Water thoroughly to settle the soil.
Allow water to drain, and then fill the remaining void. Firm the soil and water to facilitate settling.
Add additional soil if there is appreciable settling.
Do not place soil on top of root ball.
Place drip emitters so that they deliver water directly into the root ball. Until the roots of newly planted trees grow
into the surrounding soil, they are totally dependent on the water contained in the root ball soil. This water is
quickly depleted and can only be replaced if water is applied directly to the rootball, or if the surrounding soil is
saturated. Once the tree is established, move the emitters further away to keep the root crown dry. Continue to
expand the irrigation system, as the roots grow outward.
If the tree is to be watered by hand, construct a small temporary soil berm immediately around the root ball. Next,
construct a second larger berm immediately around the perimeter of the hole. Water both berms thoroug\lly. The
inner berm will direct water into the root ball and keep the roots moist. Water applied beyond the root ball is not
available to the tree until the roots grow out into the native soil. This is perhaps the number one cause of planting
failure.
Cover the exposed soil with 2 to 3 inches of coarse, wood-chip mulch (composted or otherwise). Wood chips from
tree services are ideal for this purpose. Do not pile mulch against the trunk. Keep it several inches away.
Water newly planted tree thoroughly at least weekly during warm weather.
.
.
.
.
.
.
STAKING:
. Stake only if necessary to keep the tree from leaning excessively or falling over.
_: Remove the nursery stake and plastic ties (IMPORT ANT).
_ Use 2 stakes, one on either side of the root ball. Place the stakes so that they are at right angles to the prevailing
wind..
. Tie the tree loosely to the stakes with commercial ties, soft webbing or strips of cloth, etc. AVOID USING WIRE
OR WIRE PROTECTED BY HOSE.
.' Place the ties (usually 2) so that the top of the tree moves freely in the wind. If the top bends too easily or leans
perceptibly, move the ties up until the tree is more stable. Place the ties no higher than necessary. IT IS
IMPORTANT THAT TREES BE ALLOWED TO MOVE (4 to 6 inches) IN THE WIND.
. Staple or nail the ties to the stakes.
. A void using cross bars between the two stakes. This can limit movement and damage the trunk.
. Cut off the excess length of the stakes so that rubbing or hitting against them does not damage the upper, permanent
branches.
WATERING:
. Apply water to both the inner and outer berms so that water enters the root ball as well as the surrounding soil. After
2 to 3 months, discontinue watering of the inner berm.
. Water I to 2 times a week for the first two to three months depending on temperature, humidity, wind, and weekly
thereafter for the first year. Apply enough water to saturate the soil to the planting hole depth.
. During the second year, water 2 to 3 times a month, beginning in the late spring and continuing through the summer
and early fall.
. Once the tree is established (3 to 5years), water monthly or as needed during the late spring and summer.
PRUNING:
At the time of planting, prune only to improve branch spacing, develop strong structure, and elimmate dead, injured, and
poorly formed branches. Don't remove the lower, non-permanent, lateral branches along the trunk. Cut these back to 6 to
e8 inch spurs. They will help to shade and nourish the trunk. Remove about a third of them each year.
. After 3 years, evaluate the tree for structure, clearance, defects, natural shape, and prune as needed.
. Proper pruning will help to ensure tree health, safety, and natural beauty. Don't leave stubs, or make cuts flush to the
trunk. Leave the branch collar (swollen area at the base of the branch) intact.
40
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WATER USE CLASSIFICATION FOR LANDSCAPE SPECIES
A Guide to the Water Needs of Landscape Plants
Revised 411194
L. R. Costello
UNIVERSITY OF CALIFORNIA
COOPERATIVE EXTENSION
K. S. Jones
UNIVERSITY OF CALIFORNIA
COOPERATIVE EXTENSION
RECOMMENDED WATERING PRACTICES:
x
Irrigate trees planted during the dry season 2 to 3 times a week for the first two months and twice a week thereafter
until the rainy season. It may be necessary to water more frequently during particularly hot, dry weather.
Construct a watering berm around the planting hole and a smaller inner temporary berm immediately around the
root ball to help retain water.
Apply water to both basins immediately after planting.
The inner berm will help keep the root ball moist until roots grow out into the fill soil and beyond. (usually 6 to 8
weeks)
Irrigate trees planted in the late winter to early spring on a weakly basis, when rain is lacking.
Begin watering twice a week with the approach of warm, dry weather. apply water to wet the soil to the planting
hole depth. Keep the soil moist not wet. Too much water is just as bad as too little.
During the second year, water on a weekly basis beginning in the late spring continuing through early fall. Water
the soil area under the expanding leafY canopy, allowing enough time for the water to penetrate the soil to a depth .
of 6 to 12 ". If drip irrigation is used, expand the system as the tree grows.
By the third year, monthly deep watering should suffice.
Many trees will thrive with 2 to 3 deep watering applied during the summer of the fourth or fifth year.
Some trees will survive the summer with no further irrigation.
Most trees will benefit from periodic, but infrequent deep watering, particularly during droughts.
It may be necessary to make adjustments in watering frequency and duration depending on soil type, weather,
drainage and tree species.
<
<
<
x
X
X
X
<
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INELIGIBLE TREES
APPENDIX G
Any tree species not commonly recognized as growing to a height of at least 30 feet at maturity unless required for
a site with limited space, or are not frost hardy to a 10 year low temperature expected in the proposed area.
<
Trees that are short lived, weak wooded, pest prone, a nuisance, small crowning or otherwise undesirable.
Some of the more common ineligible trees:
acacia
bottlebrush
melaleuca
palm trees
myoporum
Guatemala holly
cape pittosporum
California redbud
purple hopseed
red cap eucalyptus
crepe myrtle
yew pine
photinia
purple lear plumb
white alder
Lombardy poplar
tuliptree
honey locust
Monterey Pine
Monterey cypress
eLeland cypress
Arizona cypress
tree of heaven
box elder
birch
giant sequoia
coastal redwood
California native oaks
evergreen pear
may ten
'Raywood' ash
elms
silk oak
poplar
glossy privet
California sycamore
Colorado blue spruce
willow
may ten
Acacia spp.
Ca/lislemon spp.
MeJaleuca spp.
All species
Myoporum laetum
Olmedie//a belscheriana
Pillosporum viridiflorum
Cercis occidenlalis
Dodonea viscosa
Eucalyptus erythrocorya
Lagerstromea indica, L. x faueri
Podocarpus macrophylla
Phototinia fraseri
Prunus cerascifera, P. bliriana
Alnus rhombifolia
Populus nigra 'Itilicat
Liriodendron tu/ipifera
Gleditsia tricanthoides
Pinus radiata
Cupressus macrocarpa
Cupressocyparis lelandii
Cupressus glabra
Ailanthus altissma
Acer negundo
Betula spp.
Sequoiadendron giganteum
Sequoia sempervirens
Quercus spp.
p"vrus kawakam;
May tenus boria/is
F raxinus oxycarpa
Ulmus spp.
Grevellia robusta
Populus spp.
Ligustrum lucidum
Piantanus racemosa
Picea pungens
Salix
May ten boaria
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Exceptions:
(unless planting in riparian areas)
(unless cultivars are used)
(unless used in irrigated settings)
(unless used in natural, non-irrigated settings)
(unless DED resistant cultivars and Chinese elm)
(unless planting in riparian areas)
(unless approved by Urban Forester)
(unless planted in riparian areas) .
!
42
APPENDIX H
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FOR REFERENCE ONLY
GUIDELINES FOR STRUCTURAL DEVELOPMENT OF YOUNG TREES
Structural pruning of young trees can improve branch spacing, strengthen branch attachment, reduce hazard potential, maintain
or restore natural shape, and lower future maintenance costs. The most economic time to prune young trees is 3. to 5 years
following planting; thereafter, pruning costs increase sharply.
At the time of planting, prune only to improve branch spacing, eliminate weakly attached, dead, damaged, rubbing or poorly
formed branches. However, more significant pruning may be needed to correct crowded branching in trees topped at the nursery.
If present,leave some branches along the lower trunk below the first permanent branch is desired to help shade and nourish the
trunk. Ttiese "temporary" branches will help increase stem taper and reduce the chance of sunburned bark. Cut them back to 8
to 12 inch "spurs" or to several buds to slow their growth and provide adequate clearance. Re-prune as necessary to keep them in
bounds. Remove about II, of the temporary branches each year, leaving the remainder well spaced. As a rule, remove no more
than 25 percent of foliage of a new tree. Bear in mind that pruning removes the leaves that make food needed for growth and
normal health. Over-pruning can retard establishment, reduces growth, impair health, increases susceptibility to pests, and can
result in sunburned bark and/or dense sprouting.
After about 3 to 5 years, evaluate young trees for structure, clearance, defects, natural shape, and prune as needed. Emphasis of
structural pruning should be placed on developing a strong, natural looking framework. First priority must be given to the
removal of weakly attached (defective) branches - those with included bark at their union with the trunkorparent branch, and
those that are crowded. Always preserve natural shape and branch structure.
To many untrained practitioners, pruning is the shortening of most if not all of a tree's branches presumably to control size and
increase bushiness. Although this does stimulate several to many sprouts to form just below where a cut is made, the resulting
.. shoots are fast growing, upright, crowded, poorly tapered and weakly attached. Furthermore, trees pruned in this manner
_ generally grow back to their original height in several years. Another problem is that lateral growth along the lower portion of
the branch and new shoots is poor. Thus, resulting branch structure and trees architecture is irreparably altered. Branches allowed
to grow on their own, are generally shorter, well tapered and with normal lateral branching.
GUIDELINES:
o The primary goal of early structural pruning is to establish a tree's basic framework and enhance natural form, rather than
reduce size or impose some unnatural growth form.
o Have a reason for removing each branch. Indiscriminant pruning ruins natural shape and architecture and creates structural
problems.
o Begin by removing defective (weakly attached) branches, and those growing downward or in an undesirable direction.
Remove dead, cankered, damaged, suppressed, and rubbing branches as well as vigorous, trunk sprouts.
o Use "thinning cuts" to direct growth. A thinning cut removes a branch at its attachment point to another branch or to the
trunk. or shortens it to a lateral branch at least y, its diameter. This allows the remaining lateral to assume the terminal role,
while preserving the tree's natural defenses, and encouraging quick closure.
o The term "thinning" refers to the selective removal of branches, using "thinning cuts" to improve structure, reduce height,
spread, branch weight and wind resistance. Current pruning standards limit the removal of foliage to no more than 25
percent. This "general rule" is intended to avoid excessive foliage removal. Size reduction using thinning is quite limited,
thus trees that are too large for their allotted space should be replaced with more appropriate species. Thinning can also be
used to suppress or stimulate branch growth, allowing the practitioner to direct growth or alter the growth pattern of a co-
dominant stem.
o Trees that maintain a single, dominant central leader (excurrent growth form) throughout most of their lives, e.g., most
conifers and a few hardwoods like liquidambar, usually need little pruning beyond removing or cutting back an occasional
competing leader or removing lower laterals below the first permanent scaffold. !
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43
. Most trees, unless topped at the nursery or after planting, will have a single, dominant central leader for several or more
years. Some trees, like Chinese Pistache, however, may have several leaders while they are very young and appear quite
_ round-headed (decurrent growth form). In such cases, little needs to be done other than improve branch spacing and
_ eliminate obvious defects.
I Important Steps:
. When there are competing leaders, select the most dommant and upnghtleader and remove or cut back competmg leaders to
lower lateral branches growing more horizontally.
. Cut back or thin any lower laterals that threaten to compete with the leader.
. Most trees will eventually develop multiple leaders as they age, but it is a good idea to maintain a single dominant leader for
as long as practical.
. Select the lowest permanent scaffold branch and cut back or remove competing branches. This position will be determined
by the tree's location, e.g., along a street, over a sidewalk, in a park, or on a residential lot etc.
. Next, select vigorous, well-formed and relatively horizontal scaffold branches to form the basic framework of the tree. Prune
out competing branches (those that are within 4 inches, directly above, below, opposite or to one side) the selected scaffold.
Make your selection on the basis of size, freedom from defect, attachment strength, angle of growth, and radial and
horizontal spacing. Some of the less vigorous competing branches and smaller shoots can be left because they provide
energy and will probably be shed over time.
. Ideal scaffold spacing is about 12 to 18 apart for larger species and about 8 to 12 inches for smaller species. If necessary,
spacing can be improved as by further pruning as the tree grows. Uniform spacing is seldom achievable, so don't worry too
much about it. It is more important to make sure that the scaffold's attachment is strong, and that branch distribution is
relatively symmetric.
. Ideally, scaffold branches should be about 50 percent of the size of the trunk. Attachment strength decreases as the size ratio
exceeds about 75 percent.
. Keeping the size of lateral branches to less than \" the diameter of the trunk or branches from which they grow, is an
important goal.
. Branches that are the same or nearly the same diameter as the trunk or parent branch they arise from are called co-dominant
_ stems. They usually form forks or V -crotches, which are prone to splitting. This potential problem can be corrected by
_ removing one of the forks or pruning one of them back to a lower lateral, or thinning the foliage along one of the branches
about 20 percent. This will suppress growth in the pruned branch while invigorating growth in the un-pruned branch,
ultimately, changing the size ratio.
. It may also be necessary to thin foliage or branches along scaffolds to improve the branch/trunk size ratio.
. A void removing interior foliage and lower lateral along the scaffolds.
. For stability, \" of a tree's foliage should originate in the lower 2/3 of the tree.
When removing an unwanted branch, there are several basic rules to follow:
. Remove an unwanted branch at the trunk or parent branch where it arises without leaving a stub.
. Leave the branch collar (swollen area at the base) intact.
. Do not cut branches flush to the trunk.
The practice of . topping' or severely pruning young trees especially bare root trees, destroys natural structure, and can delay
establishment.
!
e
44
STANDARD AGREEMENT
STD.lIl (NEW 02191)
APPENDIX I
-1.
o
AGREEMENT NUMBER
This Agreement is entered into between the State Agency and the Contractor named below
51 ATE AGENCY'S NAME
DEPARTMENT OF FORESTRY AND FIRE PROTECTION
CONTRACTOR'S NAME
2. The term of this
Agreement is: Upon approval oflbe agreement through March 1,2005.
3. The maximum amount $
of this Agreement is:
4. The parties agree to comply with the terms and conditions of the following exhibits which are by this reference made
a part of the Agreement:
Exhibit A - Scope of Work
Exhibit B - Budeet Detail and Pavment Provision
. Exhibit C - General Terms and Conditions
Page plus Attachments I, II, III
Page
Exhibit D - Special Terms and Conditions
Exhibit E - Additional Provisions
GTe 201
(Number)
1 Page
Page
2-01
(Dated)
_ . View at www.des.ca.llov/contracts
. IN WITNESS WHEREOF, this A reement has been executed b
the arties hereto.
CONTRACTOR
CALIFORNIA
Department of General
Services
VleO.lv
CONTRACTOR'S NAME (If other than an individual, stale whether Q corporation. partnership. ere.)
BY (Authorized Signature)
DATE SIGNED)
PRINTED NAME AND TITLE OF PERSON SIGNING
ADDRESS
Ass't. Dep. Dir. For Res.
And Improvement
Date
STATE OF CALIFORNIA
AGENCY NAME
I hereby certify thai all conditions for
exemption have been complied wltb and
this contud is exempt from the Dept. or
General Services approval.
DEPARTMENT OF FORESTRV AND FIRE PROTECTION
BY (Authorized Signature) DATE SIGNED
ib
PR,lNTED NAME AND TITLE OF PERSON SIGNING
Mark Stanley, Ass'\. Deputy Director for Resource Protection & Improvement
ADDRESS P.O. Box 944246, Sacramento, CA 94244-2460
!
v Exempt per Special
45
Contractor's Name
Agreement Number
Page _ of _
EXHIBIT A
(Standard Agreement)
SCOPE OF WORK
1. Contractor agrees to provide to Department of Forestry and Fire Protection, Urban and Community Forestry
Program, Proposition 12 tree planting and follow-up care services as described in the following attachments:
Attachment "1" - Application for "Proposition 12 - FY 200212003"
Attachment "2" - Guidelines for "Proposition 12 - FY 200212003"
Attachment "3" - Work plan and Proposal
2. The services shall be performed at (location).
(To be filled in when agreement is prepared)
3. The services shall be provided during (time frame i.e., working hours, Monday through Friday, except holidays).
4. The project representatives during the term of this agreement will be:
Direct all field inquiries to:
State A enc
SectionlUnit:
Attention:
Address:
Phone:
Fax:
Contractor:
SectionlUnit:
Attention:
Address:
Phone:
Fax:
Administration contacts:
State A eoc : De t. of Fores & Fire Protection
Name: Mr. Herb Bunt
Phone: (916 651-6423
Fax: 916 653-8957
Contractor:
Name:
Phone:
Fax:
NOTE: Notification of any changes in contact person including address, phone numbers or any other
pertinent contact information may be made in writing at least two weeks prior to implementation.
!
46
Contractor's Name
Agreement Number
Page _ of _
EXHIBIT B
(Standard Agreement)
BUDGET DETAIL AND PAYMENT PROVISIONS
1. Invoicina and Pavment
A. For services satisfactorily rendered, and upon receipt and approval of the invoices, the State agrees
to compensate the Contractor for actual expenditures incurred in accordance with the rates
specified herein, which is attached hereto and made a part of this Agreement.
1. Alterations to budgeted line items, reflecting minor location changes and tree species, may be
allowed by mutual understanding between the Contractor and the CDF Urban Forester. Alterations
aareed UDon must be documented in writina. sianed bv both oarties and dated.
B. Invoices shall include the Agreement Number and shall be submitted in triplicate not more
frequently than monthly in arrears to:
Name
Office
Address
NOTE: Notification of changes in submission requirements may be made in writing at least two weeks prior
to impiementation.
2. Budaet Continaencv Clause
A. It is mutually agreed that if the Budget Act of the current year and/or any subsequent years covered
under this Agreement does not appropriate sufficient funds for the program; this Agreement shall be
of no further force and effect. In this event, the State shall have no liability to pay any funds
whatsoever to Contractor or to furnish any other considerations under this Agreement and
Contractor shall not be obligated to perform any provisions of this Agreement.
,
B. If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this program,
the State shall have the option to either cancel this Agreement with no liability occurring to the
State, or offer an agreement amendment to Contractor to reflect the reduced amount.
3. PromDt Payment Clause
Payment will be made in accordance with, and within the time specified in, Government Code Chapter
4.5, commencing with Section 927.
4. Withhold Clause
An amount equal to 10 percent of each invoice shall be withheld pending satisfactory final completion of the
project. The amount withheld shall be requested in the final invoice and will be paid after receipt of the
completion report.
!
47
Contractor's Name
Agreement Number
Page _ of_
EXHIBIT C
(Standard Agreement)
GENERAL TERMS AND CONDITIONS
PLEASE NOTE: This page will not be included with the final agreement. The General Terms and
Conditions will be included in the agreement by reference to Internet site: www.dos.CB.oov/contracts
!
48
Contractor's Name
Agreement Number
Page _ of _
EXHIBIT 0
(Standard Agreement)
SPECIAL TERMS AND CONDITIONS
1. Excise Tax
The State of California is exempt from federal excise taxes, and no payment will be made for any taxes levied
on employees' wages. The State will pay for any applicable State of Califomia or local sales or use taxes on
the services rendered or equipment or parts supplied pursuant to this Agreement. Califomia may pay any
applicable sales and use tax imposed by another state.
2. Settlement of DisDutes
In the event of a dispute, Contractor shall file a "Notice of Dispute" with the following:
Department of Forestry and Fire Protection (CDF)
Atlention: Deputy Director, Management Services
P.O. Box 944246
Sacramento, CA 94244-2460
Notice must be filed within ten (10) days of discovery of the problem. Within ten (10) days of receipt of
notice, the CDF Deputy Director or Designee shall advise contractor of the findings and recommend a
method to resolve the dispute. Contractor shall continue to perform agreement requirements during the
dispute period. The decision of the CDF Deputy Director, Management Services or Designee shall be
final.
In the event of a dispute, the language contained within this Agreement shall prevail over any other language
including that of the bid proposal.
3. Evaluation of Contractor - Consultant Aareements On Iv
..
Performance of the Contractor under this Agreement will be evaluated. The evaluation shall be prepared on
Contract/Contractor Evaluation Sheet (STD 4), and maintained in the Agreement file. A copy of the
evaluation will be sent to the Department of General Services, Office of Legal Services, if it is negative and
over $5,000.
4. Potential Subcontractors
Nothing contained in this Agreement or otherwise, shall create any contractual relation between the State and
any subcontractors, and no subcontract shall relieve the Contractor of his responsibilities and obligations
hereunder. The Contractor agrees to be as fully responsible to the St2te for the acts and omissions of its
subcontractors and of persons either directly or indirectly employed by any of them as It Is for the acts and
omissions of persons directly employed by the Contractor. The Contractor's obiigation to pay its
subcontractors is an independent obligation from the State's obligation to make payments to the Contractor.
As a result, the State shall have no obligation to payor to enforce the payment of any moneys to any
subcontractor.
5. Termination
!
Either party may cancel this agreement at any time by giving 30 days' written notice to the other party. In
the event of termination, State shall pay contractor for all costs and uncancelable obligations incurred to
the date of termination, up to but not to exceed the maximum amount payable.
49
Contractor's Name
Agreement Number
Page _ of _
EXHIBIT E
(Standard Agreement)
ADDITIONAL PROVISIONS
1. Contractor agrees to make immediate monetary restitution of any advance funds for any disallowances
of costs or expenditures or unauthorized activities, which are disclosed through audit or inspection by
the State. If Contractor does not satisfactorily complete the project and/or project is not certified as
satisfactorily completed by a certified arborist, registered professional forester, or city agency
representative, all sums previously advanced by the State shall immediately become due and payable to
the State.
2. Work started or materials purchased prior to the execution of this agreement will not be eligible for funding
under the terms of this agreement.
3. Contractor shall permit periodic site visits by a representative of the State to ensure program compliance.
4. Failure to comply with these requirements may result in suspension of payments under the agreement or
termination of the agreement or both and the Contractor or Grantee may be ineligible for award of any future
State contracts if the department determines that any of the following has occurred: (1) the Contractor or
Grantee has made false certification, or (2) violates the certification by failing to carry out the requirements as
noted in this agreement.
!
~~
~:;
Grant Leaend .
Prooosed Plantina Locations
Proposed
Right-aI-Way
4f PARKS
<,
_2
L. _13
Council Wards _ 4
1 _5
_6
_7
I Not to Scale I
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,
** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT **
RESOLUTION AGENDA ITEM TRACKING FORM
Meeting Date (Date Adopted): -5 -~ 0 -o,;t Item # q
Vote: Ayes iJ 3.f") Nays k
Change to motion to amend original documents:
Resolution # {) OOd -I ~ \
Abstain -e- Absent ~
Reso. # On Attachments:'/ Contract term: -
Note on Resolution of Attachment stored separately: ~
Direct City Clerk to (circle I): PUBLISH, POST, RECORD W/COUNTY
NulUVoid After: -
By: -
pro 1tJIl
Date Sent to Mayor: 5 - d 1-0,:),
Date of Mayor's Signature: 3- J3-<J:I-
Date ofClerk/CDC Signature: .5 -.)3--0 ~
Reso. Log Updated:
Seal Impressed:
/
,/'
ate Memo/Letter Sent for Signature:
60 Day Remm e 30th day:
90 Day Reminder Letter Sent on 45th day:
See Attached:
See Attached:
See Attached:
Date Returned: -
Request for Council Action & Staff Report Attached: Yes L
Updated Prior Resolutions (Other Than Below): Yes
Updated CITY Personnel Folders (6413, 6429, 6433,10584, 10585, 12634): Yes
Updated CDC Personnel Folders (5557): Yes
Updated Traffic Folders (3985,8234,655,92-389): Yes
No By
No --.L By
No'/ By
No V By
No! B
Copies Distributed to:
City Attorney ,/ Code Compliance
Dev. Services
EDA
Finance ,/"
Others: A-Dm,N.
MIS
Parks & Rec.
Police
Public Services
Water
Notes:
BEFORE FILING, REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE
YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term, etc.)
Ready to File: ()TI Date: 5(;)'1,/0>>-
Revised 01/12/01