HomeMy WebLinkAboutC26600 - Davey Resource Group Contract No. C26600
AGREEMENT
THIS AGREEMENT, made and entered into this 14th day of June, 2007, by and
between THE CITY OF PALM DESERT, a municipal corporation, hereinafter referred to
as "CITY" and Davey Resource Group, P.O. Box 347 Santa Marqarita, CA 93453,
hereinafter referred to as "CONSULTANT".
WITNESSETH:
WHEREAS, CONSULTANT is a corporation, the principal members of which are
Professional CONSULTANTS duly registered under the laws of the State of California;
and
WHEREAS, CITY desires to engage CONSULTANT to render certain technical
and professional CONSULTtNG services as set forth in Exhibit "A" (CONSULTANT'S
Proposal of Services) in connection with the design of Proiect: City Wide Tree
Inventorv.
NOW, THEREFORE, the parties hereto agree as follows:
(1) CITY hereby agrees to engage CONSULTANT to perform the
technical and/or professional services as hereinafter set forth.
(2) CONSULTANT shall perform all work necessary within the
schedules provided herein to complete the services set forth in Exhibit "A" attached
hereto and by reference incorporated herein and made a part hereof.
CONTRACT NO.c26600
(3) All information, data, reports and records and maps as are existing
and available from the CITY and necessary for the carrying out of the work outlined in
Exhibit "A" hereof shall be furnished to CONSULTANT without charge by CITY and
CITY shall cooperate in every way reasonable in the carrying out of the work without
delay.
(4) CONSULTANT represents that, it employs or will employ at its own
expense, all personnel required in performing the services under this Agreement.
(5) All of the services required hereunder will be performed by
CONSULTANT or under its direct supervision, and all personnel engaged in the work
shall be qualified and shall be authorized or permitted under state and local law to
perform such services.
(6) The execution of this Agreement by the parties hereto does not
constitute an authorization to proceed. CITY's Director of Public Works has not
authorized CONSULTANT to proceed.
(7) The CONSULTANT shall work closely with the CITY's Director of
Public Works, or his designated representative, who shall be the principal officer of the
CITY. The CONSULTANT shall review and receive the Director of Public Works
approval of the details of work as it progresses. The Registered Civil CONSULTANT
hereby designated by the CONSULTANT as its representative for supervision of the
work required by this Agreement is Scot Sanders ISA No. WE-5898A.
(8) The CONSULTANT warrants that he has not employed or retained
any company or person, other than a bona fide employee working solely for the
consultant, to solicit or secure this Agreement, and that he has not paid or agreed to
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CONTRACT NO. c2h600
pay any company or person, other than a bona fide employee working solely for the
consultant, any fee, commission, percentage, brokerage fee, gifts, or any other
consideration, contingent upon or resulting from the award or making of this Agreement.
For breach or violation of this warranty, CITY shall have the right to annul this
Agreement without liability, or in its discretion to deduct from the contract price or
consideration, or otherwise recover, the full amount of such fee, commission,
percentage, brokerage fee, gift or contingent fee.
(9) The right is reserved by the CITY to terminate the Agreement at
any time upon seven (7) days written notice, in the event the project is to be abandoned
or indefinitely postponed, or in the event the CONSULTANT'S services, in the sole
judgment of CITY, are unsatisfactory or because of the CONSULTANT'S failure to
prosecute the work with diligence or within the time limits specified or because of his
disability or death. In any such case, the CONSULTANT shall be paid the reasonable
value of the services rendered, based upon CONSULTANT'S standard hourly rates, up
to the time of the termination. The CONSULTANT shall keep adequate records to
substantiate costs and provide copies of original timecards in the event of termination or
suspension.
(10) All documents including tracings, drawings, estimates, reports,
investigations and computations shall be delivered to and become the property of the
CITY. CITY acknowledges and agrees that all plans, specifications, reports and other
design documents prepared by CONSULTANT pursuant to this agreement shall be
used exclusively on this project and shall not be used for any other work without the
written consent of CONSULTANT. In the event CITY and CONSULTANT permit the re-
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use or other use of the plans, specifications, reports or other design documents, CITY
shall require the party using them to indemnify and hold harmless CITY and
CONSULTANT regarding such re-use or other use, and CITY shall require the party
using them to eliminate any and all references to CONSULTANT from the plans,
specifications, reports and other design documents.
(11) The CONSULTANT shall comply with all federal, state and local
laws, ordinances and regulations applicable to work.
(12) No change in the character or extent of the work to be performed
by the CONSULTANT shall be made except by supplemental authority in writing
between CITY and the CONSULTANT. The supplemental authority shall set forth the
changes of work, extension of time and adjustment of the fee to be paid by CITY to the
CONSULTANT, if any.
(13) In connection with the execution of this Agreement, the
CONSULTANT shall not discriminate against any employee or applicant for
employment because of race, religion, color, sex or national origin. The CONSULTANT
shall take affirmative actions to insure equal employment opportunity and that
employees are treated during their employment without regard to their race, religion,
color, sex or national origin. Such actions shall include, but not limited to, the following:
employment, upgrading, demotion or transfer; recruitment or recruitment advertising;
layoff or termination; rates of pay, or other forms of compensation and selection for
training, including apprenticeship. This clause shall be included in each related
subcontract, if any, awarded by the CONSULTANT.
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(14) The CITY agrees to pay the CONSULTANT for the work required
by this Agreement on the following basis:
CONSULTANT shall submit invoices monthly for services performed in
the previous month not to exceed the total contract amount of: $33,440.00 Thirt -
Three thousand Four Hundred Fortv Dollars: NO 00/100 ONLY). CITY agrees to
pay all undisputed invoices within thirty (30) days of receipt of invoice. CITY agrees to
notify CONSULTANT of disputed invoices within fifteen (15) days of receipt of said
invoice.
(15) The CONSULTANT agrees to complete the work and submit the
Final Design CONSULTANTING phase as displayed in Exhibit "A".
(16) In the event that any judgment is entered in any action upon this
Agreement, the party hereto against whom such judgment is rendered agrees to pay the
other party an amount equal to the reasonable value of the legal services performed in
his or its behalf in such action and that such amount may be added to and made a part
of such judgment.
(17) This Agreement shall be binding on the successors and assigns of
the parties, but it shall not be assigned by the CONSULTANT without written consent of
the CITY.
(18) The CONSULTANT shall be an independent contractor, not an
employee of the CITY.
(19) Prohibited interests are as follows:
No officer, member or employee of the CITY during his tenure or one year
thereafter shall have any interest, direct or indirect, in this Agreement or the proceeds
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thereof. The parties hereto covenant and agree that to their knowledge no member of
the City Council, officer or employee of the CITY has any interest, whether contractual,
non-contractual, financial or otherwise, in this transaction, or in business of the
contracting party other than the CITY, and that if any such interest comes to the
knowledge of either party at any time a full and complete disclosure of all such
information will be made in writing to the other party or parties, even if such interest
would not be considered a conflict of interest under applicable laws.
The CONSULTANT hereby covenants that he has, at the time of this
Agreement, no interest, and that he shall not acquire any interest in the future, direct or
indirect, which would conflict in any manner or degree with the performance of services
required to be performed pursuant to this Agreement. The CONSULTANT further
covenants that in the perFormance of this work no person having any such interest shall
be employed by the CONSULTANT.
(20) The CONSULTANT shall indemnify and save harmless the CITY,
its officers and employees from and against any liability, loss, cost or expense resulting
from any injury or damage to persons or property caused by the negligent acts or
omission of the CONSULTANT, its agents or employees, while engaged in the
performance of this Agreement. The CONSULTANT shall submit to CITY, prior to the
Notice to Proceed is issued, certification of adequate coverage for "errors and omission"
insurance in amounts approved by the City Attorney. Any such insurance shall not be
canceled prior to written notice to and approval from the CITY.
(21) In case of conflicts within the contract documents, the document
precedence shall be as follows:
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(a) This Agreement;
(b) Exhibit "A" (CONSULTANT'S Proposal of Services, and any
written modifications thereto).
IN WITNESS WHEREOF, said parties have executed this Agreement the
date first hereinabove written.
CITY OF PALM DESERT Davey Resource Group
Municipal Corporation
Richard S. Kelly, Mayor Authorized Signature
Date: Date:
ATTEST:
Rachelle Klassen, City Clerk
APPROVED AS TO CONTENT:
Mark Greenwood, P.E.
Director Of Public Works
David J. Erwin, City Attorney
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CONTRACT NO.
EXHIBIT "A"
CONSULTANT'S PROPOSAL
OF
SERVICES
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DAVEY# � .
RESOUtiC � GROUP
�17ivtsion of 7`he 17avey Tree Expert Company
May 2�, 2D07
Corparaie Headq�arters
1500 North Mantua 5treet
�a.sox 51ss H. Spencer Kni.ght
Kern,OH 44240-5193 Landscape Manager
City of Palm Desert
aso•s7s•5685 73_S 10 Fred Wari.ng Drive
ro+i Free 1•soo•szs•8312 Palm Desert, CA 92260
FAX;330•673•0$80
RE: RFP, City Wide Tree Inventory for City of Palm Desert, CA
Dear Spencer, ~
Enclosed please find five hardcopies of Davey Resource Group's proposal for the
City of Palm Desert's City Wide Tree In�entory. Please let rne k�aw if you have
any questions. I would be happy ta m.eet with you ta d�scuss tl�e proposal if you
desire, or please contact me at 661-964-7158 or dkarcher@davey.com.
Thank you for the opportunity to work with the City of Pa1m Desert. I look forward
to hearing fro�you soon.
Sincez'ely,
�Q�Q /LQf�GI�f°
Dana Karcher
Project Develaper
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Da�ey Resource Group Fee Schedule
UnitCost....................................................................................................... $4.1$per tree
(for all attributes listed in City of Palm Desert's RFP)
Ra�es
The following rates will apply to the personnel assigned to this project:
� i � ■ ► � -
Jack McCabe Production ManagerlProject �eveloper $1251F�r
Dana Karcher Project Der►eloper $115/hr
Scot 5anders Project Manager $95/hr
Rob Goff In�entory Arborist $751hr
T�D GIS/IT Technician $451hr —
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I Proposai
II City Wide Tree In�entory �
Presented to
City of Palm Desert, Cali#ornia
� Public Works Depa�tment
Palm Desert City Hall
73510 Fred Waring Dri�e
Palm Desert, CA 92260-2524
Contact: H. Spencer Knight
�
Landscape Manager
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�.� Presented by
� Da�ey Resou rce G roup
� A Division of The Da�ey Tree Expert Company
2318 20#h Street
Bak�rsfi�ld, CA 93301
Contac#: Dana C. Karcher
� Phone: 661-964-7158
E-mail: DKarch�r@da�ey.com
www.davey.comldrg
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I May 21, 2p07
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Table of Conten#s
Introduction ................................................................................................................:....................1
Scopeof Work.................................................................................................................................2
CorparateInformation.....................................................................................................................4
� Supporting Consultants....................................................................................................................5
KeyProject Personnel .....................................................................................................................6
Completed Comparable Projects.....................................................................................................8
Current Camparable Projects...........................................................................................................9
Tasksand Ti�nelines......................................................................................................................12
Company Overview—Introduction to Davey Resource Graup ....................................................13
Certificateof Insurance .................................................................................................................16
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Prepared for the City of Palm Desert, California �
Prepared by Davey Resource Group
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Introduction
; As a major component of the city's infrastructure, the trees in the City of Palm Desert provide
more than the traditional va.lues af aesthetics and shade. They also provide nu�neraus
� environmental benefits, including temperature rnoc�eration and cooling, reduction of air
pollutants, and energy conservation. Unlike other components of Palm Desert's infrastructure,
the tree population, with proper management arid care, will actually cantinue to increase in value
with each passing year. However, the environmental str�sses on community trees necessitate the
ca�re to ensure their beauty, vitality, and survival. When trees are properly managed, the
community can continue to enjoy the en�ironmental, economic, and aesthetic benefits provided
j by the urban and community forest for years to come. As Palm Desert has recognized, a key
camponent to a properly managed urban forest is a complete inventozy.
Davey Resource Group (DRG) is a leading pravider af natural resource and urban farest
management solutions throughout North America. The Davey Resource Group team is devoted
to providing excellent customer service tt�rough our technical expertise and our passion for
innovative solutions. We recognize that our success depends on rneeting your needs. DRG's
goal far this project is to provide a holistic and comprehensive approach using appropriate
technology and personnel to provide an inventory that will lead to sustainable and cost-effectzve
administration of Palm Desert's urban and coznmunity forest.
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Prepared for the City of Palm Deserk, California 1
Prepared by Davey Resource Group
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Scope of Work
Davey Resource Graup will provide the City of Palm Desert with a comprehensive.inventory of
all city-maintained trees. Information collected will include individual tree numbers, GIS
coordinates, nomenclature, DBH, height, canopy, tree condition, and site conditions. In addition,
we will develop coz�aments as needed. DRG will use its custom-developed Work Planning
Software (WPS} system wE�ich uses pen-based comput�rs to create a G�S layer that contains all
tree site data needed for this project. The xnventory wili be submitted to you electronically on a
MS Excel Spreadsheet.
D�xring the field evaluatian phase, DRG will provide the supervision, technical training, and
support ta staff on this project, and lend the full backing of its expertise. Vehicles and cellular
phones will be provided for all sta��working on this project. In addition, all personnel warking
on this praject will use Davey-issued personal protective equipment including hard hats, safety
glasses, and safety vests. All Davey employees are trained to work safely and comply with
Davey drug- and alcohol-free workplace policies. DRG will wark ta ensure the City of Palm
Desert's satisfaction with the quality and productivity of staff working on this project. The
project will be completed within Palm Desert's 120-day from notice to proceed time frame.
. Data Coilection Technology and Equipment
The City of Palm Desert will be well sezved by Da�ey Resource Group's data callection
technology and logistical expertise. DRG currently has, and is experienced at, operating all the
equipment necessary to provide the project results the City requires. This equipment includes:
■ Data Collection Equipment—Global Positioning System (GPS} coordinates can be
, collected with a Trimble Pro XR unit, which provides sub-meter accuracy. Data
; collectian can also be prograi�uned into the Trimble data logger for speed and
efficiency. DRG often uses pen tablet computers for GYS field data callection. The
� computers are installed with Davey's Work Management Saftware, which will be
customized according to your attribute requxz'ements as stat�d under section 3.1.2 of
your Request for Proposal.
■ Work Management Software (WMS) —WMS is proprietary software created by
DRG for inventory and GIS management projects. A highly flexible package, WMS
can be utilized for many purposes. Assets are plotted aver basemaps (ESRI
shapefiles, AutoCAD drawing files, or digitai ortho�hotos) provided by the client.
■ Personal Protective Equiprnent for Project Field Personnel—All DRG field
personnel assigned to this project will be issued photo identzficatian, hardhats, safety
vests, safety glasses, safety cones (to be used while parking}, emergency raadside
flare kits, and first aid kits.
■ Office Equipment---DRG has all the computer and office equipment nec�ssary to
complete the following:
o set up and configure the data coilection equiprnent
o program and process GIS data
o prepare project data for formal presentation
Prepared for th�City of Palm Desert, California 2
Prepared by Davey Resource Group
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Quality Assurance
. The City of Palm Desert wiil be guaranteed the highest quality data, a standard Davey Resource
Group always follows. DRG will provide extensive quality control of information with the
� following processes to ensure tF�at the quality expectations are met and exceeded:
� Training— Quaiity control is intended to assure quality data. The first step in DRG's
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quality control is to provide proper training of qualified individuals to create quality
data from the start
■ Data Collections Spe�ifieation—A clear understanding af the data and the methods
for collection and categorization ensure high quality data. DRG will develop a
detailed specification before actual data collection begins.
■ Field Quality Check—At the beginnzng af the pro�ect, 10 percent of an individual's
information will be checked foe quality and completeness. All aspects of data
collection wilI be reviewed. As the project progresses, the percentage of quality
controlled information may decrease based on an individual's abilities. DRG's
supervisors will provide quality control of collected informa�ion.
■ Where passible, q�ality assurance will be completed electronically so that quality
checks are a permanent record af the data collected. This means there will be ,
additional fields in the date files for quality assurance. Where this is nat practical,
quality assurance will be completed on paper forms, with a tally of all quality
assurance activiti�s.
■ Quality assurance information will be tallied by week ending date and pzavided to Che
client at least monthly, preferably by e-tnail. A more detailed delivery procedure can
� be defined if required. Accurac�rates and classificatzon of any errors wili be
� ir�cluded as appropriate.
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Prepared for the City of Palm Desert, California �
Prepared by Qavey Resource Croup
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Cor orate Information
Name: Davey Resaurce Gro�p, a Division of The Davey Tree Expert Campany
Address: 1500 North Mantua Street
� Kent, OH 44240
Phone: 330-673-SbSS
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� Fax: 330-673-086d
Incarporated: State of Ohio, 1909
IOwnership Status: Employee-awned and operated since 1979
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Prepared for the City of Palm Desert, California 4
Prepared by Da�ey Resource Group
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Su ortin Consuftanfis
�' Contact: Jack McCabe, Western Regional Qperations Manager �
Add�ess: 22322 El Camina Real - Unit E
' Santa Margarita, CA 93453
Phone: 805-438-1502
� E-mail: i�3�ccal3c��'�ckcl�����,ctury�
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Mr. McCabe's primary function includes developing and implementing projects with clients to
� manage vegetation and other utility/municipal assets on public lands and the right-of-way. He
� coordinates com►nunications with clients, organizes inventories and other projects, and develops
and facilitates othez cansu�ting sezvices. Mr. McCabe's current project managemer�t
responsibilities incluct.e managing major municipal inv�ntory and cansulting projects throughout
the State of California and the Western Ur�ited States
Mr. McCabe joined the Davey Resource Graup team in 1999 as a project manager. Jack has
over fiftee� years professional experience working with urban forestry, utility forestry, �and use
planning, and natural resource manage�nent issues. His past professional znunicipal experience
includes the City of San Jose Department of City Pianning, where he developed and drafted a
General Pian and several natural re�ource protection policies and guidelines, including �
ordinances to protect riparian corridar resources.
; Mr. McCabe holds a Bachelor of Science degree in Environmental Studies frarn the University
of California at Santa Cruz. He is an International Society of Arboz-iculture (ISA) Certified
Arborist and Utilaty Specialist (WE-3376UA), holds a Qualified Pesticide Applicators License
with the State of California for forests and rights-af-way, and is a member of the Society of
Municipal Arborists.
Conta�t: Dana Karcher, Project Developer
i
Address: 231 S 20th Stree�
� Balcersfield, CA 93301
Phone: 661-964-7158
E-mail: �ikt�rclt�rC�+'clav�.��_�c��r3
Ms. Karcher is a Project Develaper for Davey Resource Group. Ms. Karcher has ovez six years
professional experience in the urban and community forestry industiry as a non-profit executive.
In addition, she owned her own consulting co�npany working witi� municipal foresters on grant
writing and program rnanagement. She is cuzxently the contracted consulting arborist for the
Public Works degartment for the City of Bakersfield. Ms. Karcher holds a degree in �olitical
Science froFx�.the California State University, East Bay. 5he is a Certified Arbarist through the
International Society of Arboriculture {WE-7103A) and Secretazy af the Western Chapter of t�e
International Society of Arboriculture. Sne sits as an advisor to the state urhan forester on the
California Community Forestry Advisary Boaxd. She is a member of the Society of Mt�nicipal
Arborists and the Utility Arborist Association and serves as a faculty meFr�.ber for the Municipal
Farester Institute. She was the former President of the California Urban Forests Council.
Prepared for the City of Palm Desert, Cafifornia �
Prepared by Da�ey ReSource Group
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Key Pro�ect Personnel
Scot Sanders, Project Manager -
� Mr. Sanders vc�orks with Davey Resource Group as a Farestry Specialist. His priznary d�ties
� include working with utility and municipal clients to develop and zxaanage tree and asset
znanagement inventories using company-developed software. He also provides support and
I extension services to utility clients. Mr. Sanders joined Davey Resource Group i� th� spring of
; 2000 as a consulting utility forester in California's Central Coas�region. In this role, he
preplanned work for line clearance crews contracted to Pacific Gas and Electric Campany. Mr.
' Sanders' tnost recent tree inventor�projects include the City of Mountain View, CA, Brisbane,
CA, and Eureka, CA.
A baccalaureate graduate of Texas A&M University's Forest Management department, Mr.
Sanders l�as performed a�ariety of forest manage�ent and extension activities. Prior to joining
Davey Resource Group, he worked with the American Peace Corps ta assist the Government af
Nepal in developing and implementing their comznunity forestry programs. Scot is a Certified
Arborist of the International Society of Arboriculture {WE-5898A) and a member of the Western
Chapter of the ISA.
Rob Goff, Consulting_Forester �
Rob Goff is a Consulting Forester for Davey Resource Group. He has be�n vsrith DRG far aver
five years. Mr. Goff holds a B.S. degree in Farestry and Natural Resaurces Management from
Califarnia State Palytechnic Universzty at San Luis Obispo. He is a Certified Arborist and
Certified Utility Specialist (WE- b645AU) and a member Western Chapter of the ISA, and the
Utility Arborist Association.
Mr. Goff has worked with a number of utility companies and amunicipalities. This includes work
with Arizona Public Service as a Cantract Utility Planner and fire defense planning wark around
high voltage poles. Mr. Goff has training and supervisory experience on a number of projects
with DRG. He has worked for a large utility in California as a for�ster and a past auditor,
supervising a number of employees. In addit�on, he has extensive tree inventory experience,
including recent experience working in the City of Brisbane, a Iarge amusement park and resort
in Southern Caiifornia, and a golf course inventory in Oregon.
Mr. Gaff forr�erly warked for the Un�ted States Forest Service on a timber crew in the Los
Padres National Forest. During his tenure with the USFS, he worked on fire suppression,
invasive s�ecies eradication,brush thinning projects, creating fuel breaks and timber thinning.
He also su�ervised and trained crews far the Forest Service.
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Prepared for the Ciiy of Palm Desert, California 6
Prepared by Da�ey Resource Group
, Jack McCabe
' Western Region Operations Manager .
� a Provides support to praject as r�eeded
� ■ Ensures customer satisfactian
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' Dana Karcher Scot Sanders
Project Developer Pro�ect Manager
■ Provicfes support to project as needed ■ Sets up systerns
■ Perfarms Quality Control
■ SupervEses fnventory Arbarist(s)
I Rob Go#f
lnventory Arborist
■ Inventory trees as directed
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i
� Additional Field Staff
DRG may assign additional field staff if required. DRG has over 200 qualified employees who
may be assigned to wark on the field data collection portxons af this project. In addition to
having practical, daily experience in assessing and identifying natural zesouzces, a�� of our fieid
employees have a Bachelors Degree in Forestry, Natural Resource Management, Environmental
Studies, or a related field. Many have, or are currently pursuing, advanced certifications or
licenses within the industry. We will submit a profile for all field employees identified to work
on this project should it be desired by the City of Palm Desert.
5
Prepared for the City ofi Palrn Dessrt, California 7
Prepared by�avey Resource Group
Completed Comparable Pro,�ects
City of Mountain View Operations Review, Inventory and Management Plan
Mountain View, California
Cantact Name: Mr. Bruce Hurlb�rt
Telephone Number: (650} 903-6273
In Spring 2002, DRG was asked to assist the City by providing an Urban Forestry Operational
Review of the resources in the Forestry Section. This review was designed ta fallow up on
issues identified by a 1999 nnat�agement audit canducted far the entzre Community Services
Department. That audit found that the Forestry Sectian lacked the available data on work
productivity needed to make an zn-depth evaluation of the Forestry Section at that time. The
scope of this review included an assessment of staffin$, service and expenditure le�els, and an
analysis of work o�tputs. To conclude this operations review, Davey Resource Group developed
recommendations designed to enabie the Farestry Section to improve its operatians wherever
possible. By having an obj�ctive third-party provide this information, the Forestry Sectaon was
able ta reassess their goals and secure additional funding for enhanced operations. In 2006,
DRG provided a camprehensive re-inventory of street and park trees to update the City's tree
management GIS layers. Based on the information generated, DRG developed a management
plan designed to assist the City in meeting its urban forestry goals and objecti�es. —
City of Eureka, California
Contact Name: Mr. Tom Coyle
Telephone Nnmber: (707) 441-4225
In July 2003, Scot Sanders and 7ack McCabe pro�ided the City of Eureka with an update of their
street tree inventory. Using the City's property parcel and streets bas�maps, DRG programm�d
in-house saftware and creat�d a GIS lay�r for trees. Detailed data was co�lected foz each site,
including full lacation addressing, tree conditian, maintenance needs, and presence of utiliti�s.
�an less than four days, the City of Eureka had an up-to-date tree database af over 1,300 trees.
Using maps printed frorn the GIS system, the Ci�y was abie to easily identify low-density tree
areas, including the area around City Hall. With complete data on the urban forest at their
. fingertips, City staff began planning new planting projects for the coznmunity of Eureka.
Amusement Park and Resort located in Southern California
This client has rec�uested that we not use their name in our proposals. Management of this large
amusement park and resort is committed to maintaining as perfect an experience for their visitors
as possib�e, and iandscaping and tree care are no exception. By summer of 2�06, the
Horticulture Department found themselves challenged by a lizx�ited database created by a former
erz�ployee and little technical support. DRG was contacted to upgrade the tree database with the
network ins�allation of TreeKeeper 7.6 software, including a mobile, non-networkec�version
' synchronized to a laptop. The historic databases for various areas of the resort were converted
for use in TreeKeeper�, including the associated work histories. Additianally, beca�ase of the
heavy rotation of plantings at the resart and the poor maintenance af the tree database, the resort
and park had DRG re-inventory znost of the trees in high traffic areas around attractions, as well
as many af the trees screening and framing the landscape. Over 4,000 trees were inventoried and
mapped via GIS and uploaded into the new TreeKeeper°database.
Prepared for the City of Palm DeSert, California $
Prepared by Davey Resource Group
,
Current Compa�able Projects
3
! Below are two current municipal projects specific to California for which Davey Resource
Group has been contracted. We have many mare throughout our Western Region.
City of Brisbane, California
Brisbane is a small city located soutn of San Francisco. The city lies in a cove at the base of the
� San Bruno Mountain. Recently, their city council hecarne concerned�rith fire safe issues. DRG
was hired to do a fuel load survey and inventory their street trees utilizing maps and pen tablet
computers. DRG is in the process of making recommendations far the findings. Tn addition, we
will be assisting them in creating an educatio� program for their citizens.
City of Eureka, California
Eureka, Cali�ornia has contracted wi�h Davey Resource Group to inventory their empty tree
wells within a visible downtown area. Working with caty staff and their local non-profit
organization, we will then make recommendations �or replanting those wells, based an
infrastructure issues, overhead utilities, and other site specifications.
� Municipal Client List —
� � Fresno Rose�ille
Alabama Fullerton San Buena�entura
Foley Gilroy San Jose
Glendale 5an Juan Capistrano
Arkansas Huntington Beach Santa Ana
Eureka Springs Irvine Santa Barbara
Littie Rock La Canada Santa Clarita
La Puente Santa Monica
California Laguna Niguel Sausalito
Agoura Hills Lakewood Sea Isfand
Anaheim Lancaster Seal Beach
Azusa Los Angeles Sunny�ale
8��� Los Angeles County T�mple City
Beverly Hills Manteca Tustin
Brea Milp�tas Upland
Burbank Mission Viejo Ventura
Buena Park Monrovia Visalia
Burlingame Mountain View Vista
Carlsbad N�wport Beach West Hollywooci
Carpinteria Oakland Whittier
Ceres Ontario Yorba Linda `
Claremont Orange Santa Barbara
Corona Palo Alto
Costa Mesa Pasadena Colorado
Cul�er City Porterville Denver
Cypress Ranc�o Cucamonga
Encinitas Redondo Beach
Eureka Riverside
Prepared for the City of Palm Desert, California 9
Prepared by Da�ey Resourc�Group
Florida Nappanee Plymouth
Boca Raton Noblesville Raya! Oak
In�erness Richmor�d Saline
Terre Haute Sturgis
Georgia Valparaiso
Charleston ZionsviEle Minnesota �
Chatham County Austin
Columbus [owa Duluth
Douglas Fort Dodge Eagan
Savannah lowa City Edina
Mankato
Minneapolis
Hawaii Kentucky Minnetonka
Honolulu Ashland Morehead
Maui Owensboro Robbinsdale
N. Kentucky -. Saint Paul
�Ilinois Urban Farest Council Winona
Algonquin State of Minnesota
Belleville Louisiana
Bloomingdafe Alexandria Missouri
Bloomington Saint Louis
Carbondale Maine
Cf�icago - Portland Nebraska �
Elgin State of Nebraska
E�anston Maryland
Gene�a Baltimore New Jersey
Glenview Chesterton East Brunswick
Grayslake Gaith�rsburg Fair Lawn
Hickory Hills Howard County Morris Plains
Lake Zurich Montgomery County Trenton
Mt. Prospec# Prince George's County Princeton
Mt. Vernon Takoma Park
Oakbrook New York
Palos Park Massachusetts Dobbs Ferry
River Fores# Dalton Watertown
Rol�ing Meadows Sturbridge
S.I.U. North Carolina
S�Cokie Michigan Charlotte
Streamwood Allegan Concord
St. Charles Bay City Goldsboro
V�rnpn Hills Big Rapids Hickory
Escanaba Pine Knoll Shores
Indiana Hamtramck �
Bedford Hazel Park North Dakota
Chesteron Grosse Pointe Park Fargo
Columbia Lansing ND Dept. af Ag.
Columbus Lapeer
Fort Wayne Livonia
Greencastle Mt. Pleasant
Michigan City Muskego�
Prepared for the City of Palm Desert, California 10
Prepared by Davey Resaurce Group
�hio Twinsburg
A�on Lake Uni�ersity Heights Tennessee
Barberton Upper Arlington Cleveland
Bedford Wadsworth Murfreesboro
Berea Warrens�ille Heights Knox�ille
Bexley Wyoming �
Bratenahl Brewster Vermont
Canal Winchester Burlington
Cle�eiand Oklahoma
Cle�eland Heights Ada Virginia
Columbus Sti�lwater Front Royal
Dover Eclmond Manassas
Dubiin Oklahoma City Newport News
Euclid Norfolk
Gallipolis Oregon Vienna
Galion Eug�ne Blacksburg
Grov�port
Hart�ille Pennsyl�ania Washington
Hudson Hano�er Longview
Kent Scranton Seattle
Lakewoocf W illiamsport Tacoma
Lo�eland ,
Lyndhurst - Rhode Island West Virginia
Maple Heights Barrington Buckhannon
Medina East Providence Phi�lipi
Middlefield Village South Kingstown
Mount Vernon WarwEck Wisconsin
New Albany Ashwaubenon
Orrville South Carolina Lake Mills
Perry Aiken Milwaukee
Perrysburg Charleston Menomonie
Ra�enna Columbia Mount Horeb
Salem Conway River Falls
South Euclid Beaufort Ste�en's Point
Shaker Heights Myrtle Beach West Allis
Springdale
Strongsville South Dakota
Tipp City State of South Dakota
4
Prepared for the City of Palm Desert, California ��
Prepared by Davey Resource Group
Tasks and Timelines
� � • - . . � * � - . . -
Meet with City of Palm Desert stakeholders to abtain
Week 1 maps, canfigure software, determine data collectian Scot Sanders
equiprnent to be used, and set pro�ect schedule
Perform and complete da#a collection Rob Goff
Week 12
Super�ise Quality Control acti�ifies Scott Sanders
Week 16 Provide hard copies and electronic copy of in�ventory ta Scot Sanders
City of Palm Desert
4
Prepared for the City of Palm Desert, California 12
Prepared by Davey Resource Group
Company Or►er�iew - Introduction to Da�e Resource Grou
Since Davey was founded in 1880 as North America's first tree care campany,The Da�ey Tree
Expert Company has held to a philosophy of excellent sezvice and inteaity. Davey, an employee-
owned compar�y,is camrnitted to providing Austin Energy and the City of Austin with high-quality,
dependable services az�d advanced technical expertise.
The philosophy of carnpany founder John Davey was,"Da it r�ght or not at a11". Today,this heritage
of excellence is reflected in Davey's dedication to innovation,researc�, and deve�opment. Davey has
an enduring coz�z�itment to emplayee education and safety acid implementation of innovative wark
methods. The tradition of quality service and va.lue makes Davey the right choice for creative
solutions in today's rapidly changing world of vegetation and environmental management.
Dav�y Resource Group (DRG} had its beginnings providing our parent company, The Davey
Tree Expert Campany, vvith utility and horticUltural consulting services as early as 1909. DRG
was officially launched in 1992 to o�fer technicai consulting to the utility, commercial, and
government markets.
Today's businesses and organizations are driven by a greater demand for accountability,both
financial and logistical. DRG offers right-of way solutions, natural resources and en�ironmental
planning, research and development and consulting services to utility companies and commercial
properties. Our expertxse_and skilis ensure your job is finished on time, on budget, and to your �
complete satisfaction. More than 300 employees work in this service line.
DRG provides services relat�d ta vegetation . , _t ,
4:�' .;
managennent on the right-of-way. Projects have spanned '���.� �` '- �,
� �,�. �:',�,
+i�:� '�
from pro�iding a client a single contract utility forester r ,�� � ,���;;�� �. Y�
t,,�, '�-�X-' - �
to on-going contracts involvir�g dozens of contract .,� .��.�';:��=.:' ;.;;;': :�, , '' :'" �`r�.
�,_ i r] r,rt„ . , ' ir'
personnel for several years. Our largest vegetation �. ���'���,' S` � ��,�,#r� � f��'�
'I. _ 'I;jt�'L:r�:�ex�'ti44r-'� .;eq�.'. -
inventory project to date required rnore than 150 , ��� ,; : � '':h, l l
����t. ����w', ? • � �
personnel and involved 6 mxllion trees on more than �"h` ' �`�"�f��;� t�t�;���•�� �r'�`�:;��',•�1.;��
f ' .. r i ' �� � y,t+ 5�'}�:
soo,00a S��S. ' } -j;.�5�t�$�,;;�.��i,.+.���-��.{{���.,��,;���
� .�� [��,'4�. `� ,Ir'��;F }��Y.w'-�f
`4 � ��
We pride ourselves on being responsive to clients' needs '�� � ` � ;�;' �� ':'r;h r'� ;F�'` -�F•�
!' ' J���+ �'� '`} ',l `��r�,.r
and are committed to bringing the greatest accuracy, ry' � - �`�yr��f+ ���p�w k,:;,; '_�:�l � �'
1�'�i ��"+�� +` *�'}w" 'k .
versatility, and electronic compatibility to all of our � �k� ' '- y -.� , �
I�:f. ` .'. �,�F-
� �I+51kt r �'*:.�_�4'Yf� +,
� � � L
p r o j e c t s. O u r h i g h l y tr a i n e d p e r s v n n e l r a u t i n e l y u s e �- . .�� ...,.
. � � �;? "�R I „",,r �
�� �'��.
current technalogies such as global positioning systems ��. �'��{'� ���- '�'� ������
k; �;�t� . r�..� _;� {�,.
{GPS), web-based reporting systems, pen-based field t� ��� �°..;'�;?� '1�j��'��'
, {w i _ ,�, ��{'' `� j�J
computers, and personal digitai assistants (PDA s). . ' ��.f.�
DRG also pro�ides specialized software (TreeKeeperrM) � .���� ,����'- ��;�`�_.���� ' ;�
l' .:�� .� _• �S`-'
for the man needs of munici al tree mana ement ; �� � �';'���� �, {� � �r_ -. �
Y P g ��,���� f;a� s�� �
activities, ineluding preplanning for wark crews ,- � ��� �� � -� . ,1:�
� 4
reporting, organizing inventories, and collecting data on �4� ' . � :'�. , '' �'� � .�` . ;�7.;,�_
3
PDA's in the field. �� ��'`�•'�� �,' �-;;�,_ y � ����'��
� - �_�-_. .. ..;,�:
_ _ �. _, . �_�,=-.. . f ..-�
u. '�y r���-v-' � --€,,
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_'.��.. �c�. ti��� �~�i..'J-�-r��� — � �
Prepared for the Gity af Palm Desert, California 13
Prepared by Da�ey Resource Graup
Continuous Impro�ements
DRG strives for continuous improvement in the follawing areas:
�. Quality Assurance, including feedback loops ta ensure field data collection continues to
improve. �
�: Technology Taols—DRG strives to improve data flow. Our software tools have
demonstrat�d reliability and efficiency in tl�e field.
�� Cammunication—Our personnel are trained to understand the critical impartance af
com�nunication before, during, and after a project—both internally and with the client.
Pre-work meetings, rautine project meetings, communication during the project, and
post-work debriefings are all key ta successful outcomes.
DRG's service areas include the following broad categories:
Utility Vegetation Management Consulting Ser�ices
Da�ey Resource Group provides a range of vegetation managernent consulting sezvices to utilities
tlu�oughout North Arnerica. These services include: operations reviews;workload surveys;tree re-
growth studies;compliance reviews; and implementation pians for industry standards and best
management practzces (BMP's) to name a few.
We also provide over 180 personnel to plan and audit�rvork completed by right-of-way vegetation ,
maintenance crews nation�ride. Normai responsibilitxes include patrolling electric lines,determining
work to be campleted, interacting with customers, securing permissions when required,managing
data for these operations,and auditing completed work. The scope of work varies by client
requirements,but the focus is effective planning and completion of vegetation managezzaent tasks.
Tree and Facility In�entories
Davey Resource Group vegetation inventories are customized to meet each client's needs.All data
needed to manage the resource is collected to the client's specification.Davey has extensive
exper�ence with vegetation management and can provide recommendations on inventary database
design to best serve the clients needs. From small villages and municipalities to large urban forests
that cover hunci.reds of square miles, we can create accurate and detai�led inventories.These
inventories help c�ients manage trends, schedule and perform regular maintenance, and create long-
term pians and realistic budgets for tree management. In addition, special inventories can be
performed to identify trees that represent a saf�ty risk and liability. We also pravide inventory update
ser�ices for clients.
DRG also inventories and maps utility poles and other types of comrr�unity infrastructure for a variety
af purposes including the upgrading of a Geographic Information System{GIS},collecting required
information far load and engineering studies, and far identifying required maintenance and restorataon
services.Data collectian techniques nrxake use of the most up-to-date and appropriate technologies,
including pen-based computers, Global Positioning System equipment,laser rangefinders,�hand-held
computers,PDA's and combinations of this equiprn.ent.
Tree Preser�ation and Ma�agement Plans
Implementation of a comprehensive master plan or management plan leads to a healthier,more
efficiently maintained urban forest.Based on tree inventory data,Davey Resource Group develops
plans that provide yearly maintenance and long-term mana�ement recommendations—including
species selection criteria,planting program development and tree protection,conservation, and
Prepared for the City af Palrr�Desert, California �4
Prepared by Da�ey Resource Group
�reservatior�ordinances.Plans serve as guides to keep trees healthy and to alert managers to potential
diseases,pests and otlier problems.Most importantly these plans communicate the value of the urban
forest to d�cision�makers and the public,building a foundation for funding and resaurc�s.
Software
Davey Resource Group has created software solutions for our clients.We also create customized
software solutions with an intuitive,user-friendly interface for use on the desktop or in the field.
Current DRG applications are also�sed as Internet based systems when this better serves the client's
spccific needs.
GIS Services
Nearly three-quarters af private and public sector data conta.in geagraphic components,which is wk�y
many af our clients are interested in Davey Resource Group's Geographic Information System{GIS)
mapping capabilities. A GIS is a combination of cornputer hardware, saftware,data,and personnel
used for the interactive management, analysis, and display of geographic data. More than just a means
of generating static paper maps,a GIS is a dyna�nic,map-oriented database system with geographic
objects iinked.to tabular records.A GIS can be used to efficiently manage, analyze, and present those
data in a more readily perceptible form.
Natural Resource Consulting
The development af land requires careful planning to ensure `the best of the last' is considered for
conser�ation or preservation.Davey Resource Group works with the development community and
with local community governments to plan for growtt�in an economically and environmentally
sustainable manner. We use state-of-the-art land assessment methodologies to characterize natural
areas,deternune best management practices to preserve the public health,and safety benefits provided
by natural resources. Scientifically sound environmental data are�rovided to legatly defend
environ�nentai zoning and regulation at the local level. DRG's natural resource scientists also
routinely work with clients to ensure compliance with federal, state, and local environrnental
regu�ations.This includes comprehensive pem�itting services related to the Endangexed Speczes Act
and Sections 401/404 (o£the C�ean Water Act}.
Research & Training
Dur ca�trnent to research and training runs dee�beginning with Jahn Davey pioneering tz-ee
surgery techniques in the early �900s to the high profile fieldwar�and specialized projects that Davey
Resource Group conducts today.We are always working to discover the ideas and innovations that
will provide our customers with the knowledge and training they have come to expect of the industry
experts.
Providing this wide range of products and services requires DRG's staff of over 25fl people
tt�-oughout the Country. Our staff of natural resource consulting and en�ironmental planning
professionals,including foresters{traditional,urban and utility),wildlife specialists,wildl�nd fire
behavior experts,fuels management specialists,work planners,line clearance auditors,right-of-way
managers,pole inspectars,inventory specialists,geographic informatzon system desigzaers az�d
programiners,information system specialists,plant pathologists and entomologist,plant physiologists,
diagnostic technicians,and other technical specialists.
Prepared for the City o# Palm Desert, Cafifornia 1�
Prepared by Da�ey Resource Group
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