HomeMy WebLinkAboutC31300 Tree Inventory Assessment at Desert Willows Golf ResortREQUEST
SUBMITTED BY
CONTRACTOR
DATE:
CONTENTS
Recommendation
CITY OF PALM DESERT
STAFF REPORT
AWARD OF CONTRACT NO. C 31300 TO DAVEY RESOURCE
GROUP FOR THE TREE INVENTORY/ASSESSMENT AT DESERT
WILLOW GOLF RESORT
Martin Alvarez, Redevelopment Manager
Heather Buck, Project Coordinator
Davey Resource Group
7627 Morro Road
Atascadero, CA 93422
October 27, 2011
Agreement
Proposal
By Minute Motion:
1. Award Contract to Davey Resource Group of Atascadero, California, for
the Desert Willow Golf Resort Tree Inventory in the amount not to exceed
$15,000; and
2. Authorize the Mayor to execute the agreement.
Funds are available in FY 2011/2012 Desert Willow Operating Budget,
Account No. 520-4195-495-8031.
Background
Desert Willow Golf Resort has an estimated 3,000 broad leaf trees. Annual tree pruning is
managed by Kemper Sports Management (KSM). In an effort to consolidate Desert Willow's
annual tree pruning bidding process with the City's and receive a better economy of scale,
staff recommends the Desert Willow trees be inventoried and assessed. The inventory and
assessment will allow the City and Kemper to comprehensively locate and assess the
condition of the existing trees and use the data to develop a coordinated pruning schedule.
The inventory and assessment will also assist staff in evaluating the condition of trees and
identifying trees that may require removal, if they are determined to pose a safety hazard.
On September 7, 2011, staff published a Request for Proposals for the inventory of all
Desert Willow Golf Resort trees. On September 21, 2011, the following firms responded to
the Request for Proposal:
Staff Report
Award of Contract No
October 27, 2011
Page 2 of 2
C31300 to Davey Resource Group—DW Tree Inventory
Company Name
City
Unit Cost
Total Cost for
3,000 Trees
Davey Resource Group
Atascadero, CA
$4.00/Tree
$12,000
West Coast Arborists, Inc.
Anaheim, CA
$3.75/Tree
$11,250
A staff review committee, including our Landscape and GIS Departments numerically
ranked the proposals in the areas of tree inventory experience, GPS survey experience,
staff qualifications, resources availability and fee. Davey Resource Group (DRG) received
the top score and was determined to be the best qualified firm to perform the tree inventory
and assessment. Although DRG did not provide the lowest cost proposal, staff believes that
the DRG's combined experience, qualifications, and software provides additional benefits to
the City and the project. In 2008, DRG successfully completed the Citywide and Housing
Authority's tree inventory. In addition, staff is familiar with software currently used by DRG,
and will provide a seamless transition and input of data into the City's existing database.
As part of the FY 2011/12 Desert Willow Operating Budget, $15,000 was budgeted to
complete this project. DRG's cost proposal for inventorying 3,000 trees is $12,000 or
$4.00/tree. Staff recommends that the City approve a contract with DRG in the amount not
to exceed $15,000, which could cover the inventory of up to 3,750 trees, if trees above the
estimated 3,000 are found.
Fiscal Analysis
No appropriation is required; funding is available in the current Desert Willow FY 2011/2012
Operating Budget.
Submitted By:
M ^ in Alvarez, Redev#pment Manager
ager
Head:
n McCarthy, ACI 4erRedevelopment
M. Wohlmuth, City Manager
Alvarez\2011\Staff Reports\102711 MTreeGPSInventory.doc
He ther Buck, Project Coordinator
C I Ot7�7 ADC'WAc f of Finance
APPROVED ✓ __ `,ENIFD
RF',CEIVED
O'1'HK'R
MEETING DATE —AD ` arl -AC' NOES: I�oRC
ABSENT: _N UU _
ABSTAIN: 111e._
VERIFIED Dy. --
Original on File with Citv Clerk's Office
Contract No. C31300
AGREEMENT
THIS AGREEMENT, made and entered into this 27th day of October, 2011, by
and between THE CITY OF PALM DESERT, a municipal corporation, hereinafter
referred to as "CITY" and Davey Resource Group, 7627 Morro Road Atascadero CA
93422, 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 CONSULTING services as set forth in Exhibit "A" (CONSULTANT'S
Proposal of Services) in connection with the design of Project: Desert Willow Tree
Inventory and Assessment.
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. C31300
(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 will be as assigned by the CONSULTANT.
(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. C31300
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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CONTRACT NO. C31300
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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CONTRACT NO. C31300
(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: $15,000.00 Fifteen
thousand 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
thereof. The parties hereto covenant and agree that to their knowledge no member of
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CONTRACT NO. C31300
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:
(a) This Agreement;
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CONTRACT NO. C31300
(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
Municipal Corporation
Jean M. Benson, Mayor
Date:
ATTEST:
Rachelle Klassen, City Clerk
APPROVED AS TO CONTENT:
Mark Greenwood, P.E.
Director Of Public Works
David J. Erwin, City Attorney
Davey Resource Group
Date:
Authorized Signature
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CONTRACT NO. C31300
EXHIBIT "A"
CONSULTANT'S PROPOSAL
OF
SERVICES
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PRICING
Desert Willow Golf Resort Tree
Inventory
Project #
September, 2011
870-'1
Prepared for: H. Spencer Knight
Landscape Manager
City of Palm Desert
73510 Waring Drive
Palm Desert, CA 92260
Prepared by: Davey Resource Group
A Division of The Davey Tree Expert Company
Dana Karcher/Michael 3. Bova
7627 Morro Road
Atascadero, CA 93422
800-966-2021
1500 North Mantua Street
P.O. Box 5193
Kent, Ohio 44240
800-828-8312
DALM14.
RESRIRCE GRR1F
A Divisiox of The Davey Tra Fite.t Canom
Table of Contents
FeeSchedule...............................................................................................................................................1
Davey Resource Group i September 2011
Fee Schedule
TreeInventory ............................................................................................... $4.25 per tree
(Based on an estimated 3000 trees as per Addendum #1)
Additional Arborist Services:
Field Arborist Services................................................................................ $85.00 per hour
Senior Consulting Arborist Services.......................................................... $115.00 per hour
Davey Resource Group i September 2011
PROPOSAL
Desert Willow Golf Resort Tree
Inventory
Project ##
September, 2011
870-12
Prepared for: H. Spencer Knight
Landscape Manager
City of Palm Desert
73510 Waring Drive
Palm Desert, CA 92260
Prepared by: Davey Resource Group
A Division of The Davey Tree Expert Company
Dana Karcher/Michael 3. Bova
7627 Morro Road
Atascadero, CA 93422
800-966-2021
1500 North Mantua Street
P.O. Box 5193
Kent, Ohio 44240
800-828-8312
MVEY#,.
RESIIICE GROUP
A Diuuiox Of 17se Dave) T w E*d Company
s,.
Table of Contents
Introduction.................................................................................................................................................1
Project Understanding and Approach......................................................................................................2
Comprehensive Tree Inventory ....................................................................
Tree Inventory Methodology.......................................................
................................. ...........................2
QualityAssurance......................................................................................................................................5
Kickoffand Project Time Frame................................................................................................................6
Tree Inventory Submittal Requirements...................................................................................................7
DRG Urban Forestry Consulting Management Team
7
..............................................................................
Davey Resource Group - Management Team......................................................................................
7
Additional Management Personnel........................................................................................................
9
GIS/IT Support Personnel....................................................................................................................10
OrganizationalChart .............................................................................................................................11
ApplicableExperience..............................................................................................................................12
Rolling Hills Country Club, Rolling Hills California...............................................................................12
Mesa Verde Country Club, Costa Mesa California..............................................................................
12
Santa Ana Country Club, Santa Ana California...................................................................................
12
The Riviera Country Club, Pacific Palisades California.......................................................................12
Brandenburg, Staedler & Moore Mobile Home Communities..............................................................13
MunicipalProjects................................................................................................................................13
The Davey Tree Expert Company........................................................................
................................ ....14
DaveyResource Group........................................................................................................................
14
TheDavey Institute...............................................................................................................................15
Residential Tree and Lawn Care Services...........................................................................................15
LargeTree Moving...............................................................................................................................
15
Commercial Tree Care and Grounds Management.............................................................................
16
Davey Resource Group Sample Certificate of Insurance.....................................................................17
Davey Resource Group September 2011
Introduction
The trees at Desert Willow Golf Resort, a municipal course in the City of Palm Desert, are a major
component of the facility and contribute greatly to the quality of play for members and guests. Providing
much more than just the traditional values of aesthetics and shade, trees offer numerous environmental
benefits, including temperature moderation, energy conservation, air quality improvement and reduced
pollutants, and an increase in the overall property value. Identifying the composition and value of these
important facility assets is a critical step in developing a sustainable vegetation management program for
Desert Willow Golf Resort.
The best approach to maintaining course trees is to have an organized, proactive management program.
Utilizing new technologies and methodologies will provide course managers the tools necessary to
increase the efficiency of their current maintenance program and the direction to realize success in a
difficult economic climate. For Desert Willow Golf Resort and the City, the primary goal is to maintain a
healthy tree population while providing a safe environment for those that play the course. Desert Willow
Golf Resort and the City of Palm Desert are demonstrating a proactive approach by seeking to add the
trees on the course to the City's current tree inventory. This will help analyze the course's trees and
determine best management practices to ensure the future health and well-being of that resource.
The tasks of this proposed project, described in detail in the pages that follow, are a result of years of
development and experience by Davey Resource Group's personnel in working with golf courses,
universities, corporate entities, and municipalities, including the City of Palm Desert. Providing solutions
to clients has been the hallmark of The Davey Tree Expert Company for over 130 years. Davey
Resource Group (DRG), as the consulting division of The Davey Tree Expert Company, has been on the
leading edge of innovation and
expertise for cities such as
Palm Desert. Enhancing the
sustainability of Palm Desert's
urban forest through an
inventory project will help
reduce long-term maintenance
costs and improve the health
of their valuable tree resource.
Our goal has always been to
provide our clients with the
services that they need to
develop an effective tree
management program. We
ask that you consider this
project with an understanding
of the great number of benefits
that will come from these
services.
Davey Resource Group 1 September, 2011
� 30
Project Understanding and
Approach
Comprehensive Tree Inventory
It is our understanding that the City of Palm Desert desires to
collect information on all trees that are on the grounds within
the Desert Willow Golf Resort facilities. DRG will utilize the
latest technology to collect the tree attributes desired by the
City of Palm Desert. Experienced inventory arborists will be
utilized for the project and the quality of their work will be
audited by an experienced project coordinator. Data from all
inventoried trees will be uploaded into the City's existing
TreeKeepero program. Palm Desert will benefit from the
experience that DRG brings to this project.
Tree Inventory Methodology
An inventory arborist will gather data on each tree using a
pen tablet computer loaded with DRG's Work Planning
software. This software uses a geographic imaging system
(GIS) interface to plot trees over electronic basemaps. All
inventory data is collected by International Society of Arboriculture (ISA) Certified Arborists who have
extensive experience utilizing the latest technologies.
Specifically, the following data fields will be collected for each site:
1. Tree Number: The unique number given to each individual tree. No other tree will have this
number. The number sequence used will not conflict with the numbers previously assigned to the
trees already inventoried in the citywide tree inventory.
2. GIS Coordinate: Coordinates of each tree collected by submeter GPS receiver in California
State Plane Coordinate System, Zone 6, NAD 83, (Feet) Coordinates.
3. Nomenclature: The botanical name, including genus and species, and local common name will
be listed for each specific tree.
4. Diameter at Breast Height (DBH): The diameter of each tree measured at 54 inches above the
ground.
5. Height: Three height categories will be used for this survey:
• Small = 0-15 feet
• Medium = 16-30 feet
• Large = over 30 feet
6. Canopy Spread: Width of the canopy from dripline to dripline plus or minus 3 feet.
Davey Resource Croup I September, 2011
�4t
Quality Assurance
The City of Palm Desert will 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 that the quality expectations are met and exceeded:
• Training — Quality control is intended to assure quality data. The first step in DRG's quality
control is to provide proper training of qualified individuals to create quality data from the start.
Our field personnel will be ISA Certified Arborists and are trained using the latest technologies.
■ Data Collections Specification — A clear understanding of 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 beginning of the project, 10 percent of an individual's information
will be checked for quality and completeness. All aspects of data collection will 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 information.
• Where possible, quality assurance will be completed electronically so that quality checks are a
permanent record of the data collected. This means there will be additional fields in the date files
for quality assurance. Where this is not practical, quality assurance will be completed on paper
forms, with a tally of all quality assurance activities.
Davey Resource Group September, 2011
V4CI'4' lii ��
I ih`lyr��f
Kickoff and Project Time Frame
Prior to data collection, DRG will meet with City staff for a project kickoff meeting. This meeting will
serve a number of purposes. The first priority will be to determine routing of inventory arborists. In
our experience, it is best to map out a logical sequence for moving throughout the golf course. At this
point, we also give the City of Palm Desert contact information for all DRG managers and field staff
assigned to this project. This will give Desert Willow Golf Resort and City of Palm Desert staff a point
of contact at any time. At this meeting, we also ask for any parking information or permitting
information that might be needed. It is our intent to be well prepared going into the contract so that
your staffs day -today duties are not interrupted by our presence at the Resort.
Upon completion of the data collection process and quality review, all collected data at the Desert
Willow Golf Resort will be seamlessly imported into the existing TreeKeeper®tree inventory data for
the City of Palm Desert according to the following timeframe:
Timing
Task Description
DRG Personnel
Meet with City of Palm Desert and Desert Willow Staff and
Week f
stakeholders to obtain maps, confirm attributes to be
Vince Mikulanis, Michael J. Bova,
collected, configure software, determine data collection
Inventory Arborist and GIS Personnel
equipment to be used, and set project schedule
Weeks
Perform and complete data collection, supervise Quality
Control activities, and upload quality checked data into City
Inventory Arborist, Vince Mikulanis
2 to 4
TreeKeeper site within 48 hours for real-time updates
and Michael J. Bova
Weeks
5 to 6
Data Analysisdata transfer and delivery
,
Vince Mikulanis, Michael J. Bova and
GIS Personnel
Davey Resource Group 6 September, 2011
f
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n
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N�
,
R4
Tree Inventory Submittal Requirements
Corporate Information
Name: Davey Resource Group, a Division of The Davey Tree Expert Company
Address: 1500 North Mantua Street
Kent, OH 44240
Phone: 330-673-5685
Fax: 330-673-0860
Incorporated: State of Ohio, 1909
Ownership Status: Employee -owned and operated since 1979
DRG Urban Forestry Consulting Management
Team
Davey Resource Group managers are experienced, innovative, and responsive; they work as a team to
ensure the success of all projects. The team is comprised of key business developers and production
managers who work together to present proposals that address the client's requests in a clear and
concise way with measurable quality assurance. DRG has the depth of experience required to deliver
quality work products on time and on budget as proposed. Profiles of the DRG consulting managers and
inventory arborists follow.
Davey Resource Group Management Team
Vince Mikulanis, Project Manager
Vince Mikulanis is currently the project manager for accounts in the Southwestern United States. Mr.
Mikulanis began his career with Davey in July 2003 as a consulting utility forester working in DRG's San
Diego office. His most recent tree inventory projects include managing the Pasadena, Burbank, Palm
Desert, and Sacramento municipal inventories. He is currently managing the City of Phoenix inventory
and two utility projects in Arizona and Texas. All of the inventory projects include i-Tree Streets (or
STRATUM) analysis projects. In addition, Mr. Mikulanis was the project manager for a large
management plan for the City of Tempe, Arizona that included a sample inventory and an i-Tree Streets
Analysis. A portion of his day -today responsibilities includes managing a team of project coordinators,
the municipal inventory team and numerous consulting utility foresters. He understands the importance
of teaching community the value of trees. For the City of San Diego Arbor Day, he developed and
coordinated the celebration with San Diego Gas & Electric that included an i-Tree analysis promoting the
benefits of park trees. Working with cities and other municipal organizations throughout the west has
helped him develop strong skills at negotiating the urban forestry interests of multiple stakeholders to
achieve mutual agreements and build consensus. Internally, Mr. Mikulanis is responsible for supporting
training programs for DRG employees throughout the Western region.
Mr. Mikulanis holds a Bachelor of Science degree in Forest Conservation with a minor in Environmental
Ethics from Humboldt State University in Arcata, California. He is a member of the Western Chapter of
the International Society of Arboriculture, the Society of Municipal Arborists, and the Utility Arborist
Davey Resource Group I September, 2011
is
i
Association, and is involved in the San Diego chapter of the California Urban Forests Council. Mr.
Mikulanis has spoken at conferences about GIS tree and asset inventories. He is an ISA Certified
Arborist, with both a Municipal and Utility Specialist (WE-7330AUM).
Michael Bova, Project Coordinator/Project Specialist
Mr. Bova is a Protect Coordinator for Davey Resource Group. He serves as a Consulting Arborist and
field leader for municipalities and private entities throughout the Western Region of the United States.
This includes working closely with golf course superintendents to identify vegetation management
solutions including tree inventories. His current projects include consulting to Rolling Hills Country Club
where he is providing project oversight for the pruning of over 200 trees and updating TreeKeepere to
develop a pruning cycle. He recently completed a large project for Mesa Verde Country Club where a
comprehensive GIS tree inventory was performed a 5-year sustainable tree management plan was
developed for the Club. His work also includes assisting commercial properties and Home Owners
Associations in developing management plans, project oversight, tree risk assessments, and tree
preservation plans.
Mr. Bova brings over 25 years of diverse industry experience to the Resource Group. He was Senior
Vice President of a large tree company for nine years where he managed over 200 employees in four
western states. He also performed all plant health care operations at California State University, Long
Beach as a Pest Control Supervisor. In addition to an extensive career in arboriculture, Mr. Bova served
as a high school agriculture teacher and was a Future Farmers of America (FFA) Advisor. Mr. Bova sits
on the Membership Committee for the Golf Course Superintendents Association of Southern California.
He is also a member of the Western Chapter ISA and a Certified Arborist (WE3372A) and Certified Tree
Risk Assessor (PNW 981). He received his Masters Degree, with distinction, in Agriculture from
California State Polytechnic University, San Luis Obispo in 2004.
Inventory Arborists
The following inventory arborists are representative of the field staff we have available for the City of Palm
Desert inventory project. All of our inventory specialists are ISA Certified Arborists, have extensive
experience with DRG's data collection software, and are familiar with TreeKeepero 7.7.
Jason Allen is an experienced Inventory Arborist with Davey Resource Group and a Certified Arborist
(WE-9074A). He has served as a utility arborist for Los Angeles Department of Water and Power as well
as ONCOR Power in Texas, and for Southern California Edison work planning projects. Jason has
performed numerous fire and fuel load reduction surveys and natural resource consulting projects. In
addition, he was also an inventory arborist for the City of Burbank and is currently working on a street tree
inventory for the City of Pasadena. He obtained a Forestry Technician Certificate from Citrus College and
is also a member of the Western Chapter of the International Society of Arboriculture.
Brenda Steinert is an Inventory Arborist with Davey Resource Group and a Certified Arborist (WE-
9075A). She serves as a utility arborist for various projects including Los Angeles Department of Water
and Power. Past projects included identification of hazardous trees, fire prevention planning, pre and
post storm evaluations and supervision of line -clearance tree crews. In addition, she was also an
inventory arborist for the City of Mountain View's municipal tree inventory and is currently working on a
street tree inventory for the City of Pasadena. She is also a member of the Western Chapter of the
International Society of Arboriculture.
Davey Resource Group PSeptember, 2011
Additional Management Personnel
Jack McCabe, Western Region Manager
Mr. McCabe's primary function is the management of Davey Resource Group operations and project
development for urban forestry and utility consulting projects throughout Western North America. This
role includes providing leadership and direction to a team of over 130 green industry professionals who
develop and implement projects that provide our clients with the solutions they need to better manage
trees, vegetation, and other assets. He coordinates communications with clients, directs a team of
project managers and project developers, and develops and facilitates other consulting services. Mr.
McCabe joined the Davey Resource Group team in 1999 as a project manager. Jack has over 20 years
professional experience working with urban forestry, utility forestry, land use planning, and natural
resource management issues. His past professional experience includes work in both City and County
government, as well as in the private sector. Mr. McCabe has presented on a number of topics at
international and regional conferences, including the International Society of Arboriculture and the
National Arbor Day Foundation.
Mr. McCabe volunteers his time with several industry associations and trade groups. Current involvement
includes the Board of Directors for the California Urban Forest Council; the California Community Forestry
Advisory Committee; and as a board member of the Utility Arborist Association. He is also the Chair of
the Finance Committee of the Western Chapter of the International Society of Arboriculture (WCISA), and
served as the Program Chair for the WCISA 2009 Annual Conference. Past experience includes a
participant in the first and second Municipal and Utility Arborist Summit meetings.
Mr. McCabe holds a Bachelor of Science degree in Environmental Studies from the University of
California at Santa Cruz. He is an International Society of Arboriculture (ISA) Certified Arborist and Utility
Specialist (WE-3376UA), and is a graduate of the 2003 ASCA Consulting Academy and the 2007 SMA
Municipal Foresters Institute.
Dana Karcher, Market Manager and Project Developer, Western Region
Ms. Karcher is a project developer and market manager for Davey Resource Group, working with
communities throughout the West and helping them achieve their vegetation management goals. Ms.
Karcher joined Davey Resource Group in 2006 after six years as a self-employed arboriculture consultant
and the executive director of an urban and community forestry non-profit organization. During that time,
she worked closely with municipal foresters on grant writing and program management. In her current
position, she is responsible for the project development and marketing activities of the Western region
team.
Recent projects that Ms. Karcher has been involved in include a variety of inventory projects throughout
the West and i-Tree reports for a number of municipalities. She developed the projects for the cities of
Clovis, Sacramento, Woodland, Roseville, and San Jose, among others. She is on the team that is
delivered a management plan for the City of Tempe, Arizona and most recently lent her support to two
major utility projects in the Midwest. Ms. Karcher holds a degree in political science from the California
State University, East Bay. She is a Certified Arborist through the International Society of Arboriculture
(WE-7103A) and a board member of the Western Chapter of the International Society of Arboriculture.
She sat as an advisor to the state urban forester on the California Community Forestry Advisory Board.
She is a member of the Society of Municipal Arborists, Utility Arborist Association, and Street Tree
Seminar. She is a frequent speaker on urban and community forestry throughout the country and serves
as a faculty member for the Municipal Forester Institute. She was the former President of the California
Urban Forests Council.
Davey Resource Group September, 201.1
GIS/IT Support Personnel
The employees listed under this section will serve on this project in a variety of capacities. Located in
Kent, Ohio, they work with DRG clients to provide technological services at all levels in support of the
Western Region inventory projects.
Justin Stratton, Supervisor - IT
Justin is the supervisor for Davey Resource Group's Information Technology department and the lead
project manager for TreeKeeper 7.7. His skills include systems integration, database programming, and
software development. He has written data collection programs for Pocket PCs, tablet computers, Palm
Pilots, and DOS -based Husky units. He has also written a variety of specialized database software
systems for both internal Davey Resource Group projects, as well as utility companies (including PG&E.
National Grid, and Central Maine Power). The software languages he has experience with are Clipper
5.2, C/C++, Embedded Visual Basic 3.0, Microsoft Access 97/2K (VBA), Visual Basic 6, Visual Studio
.Net, and Cold Fusion.
Jim Kozak, IT Support Specialist
Jim Kozak is an IT support specialist for Davey Resource Group's Information Technology department.
His primary role is to support our TreeKeeper® 7 product, from initial implementation to end -user support.
He also supports our data collection staff in the troubleshooting hardware problems, the data collection
software (written in ArcPad) and our quality control software, Tree Collector Interface (written in Access
97).
Shayne Gray, Database Programmer/Analyst
Shayne Gray is a database programmer/analyst whose expertise benefits projects in both the
geographical information systems and information technology departments. Shayne offers technical
support and data conversion work for TreeKeeper® 7 and Asset Manager. In addition, Shayne works on
custom programming solutions for Davey Resource Group. Originally from Canada, Shayne has a
Bachelor of Science in computer science from McMaster University with a minor in geographic
information systems. He has experience with C/C++, Visual Basic 6, Visual Studio .Net, Delphi, and
Microsoft Access 97/2K (VBA).
Deborah Sheeler, Supervisor - GIS
Ms. Sheeler is a geographic information systems analyst and cartographer with 12 years of experience
applying GIS technology to environmental analysis. She currently supervises GIS operations at Davey
and has been with the company for over nine years. Her work involves data acquisition, spatial analysis
and interpretation, database and project management, and the creation and design of cartographic
products through use of advanced GIS software. In addition, she has experience and knowledge in the
field of natural hazards research, aerial photography interpretation, remote sensing, and custom
programming in Visual Basic and various GIS software, as well as numerous years of experience in the
utilization, maintenance, and support of pen computer hardware and global positioning systems (GPS).
She holds a Master of Arts degree in geography from Kent State University and a Bachelor of Science
degree in geography from Central Missouri State University with a minor in earth science.
Davey Resource Group 10 September, 2011
V
Jack McCabe
Western Region Operations Manager
• Provides support to Managers as needed
is
Dana Karcher
Market Manager
• Provides support to project as needed
• Ensures customer satisfaction
Vince Mikulanis
Production Manager
• Sets up systems
• Performs Quality Control
• Supervises Inventory Arborist
Michael J. Bova
Project Coordinator
• Assists Production Manager as
needed
• Provides quality control
GISAT Support Personnel
• WPS Set Up and Data Transfer
Inventory Arborist
• Data Collection and Upload
Davey Resource Group it September, 2011
Applicable Experience
Davey Resource Group has inventoried more trees than any other company in the world. What does
that mean to this project? That Desert Willow Golf Resort is assured of high quality collection
standards that will meet and exceed the quality and accuracy that is desired for this project.
Projects for the following golf course properties and communities demonstrate our versatility and
ability to provide urban forestry solutions that are similar to this project. The projects listed below
include both recently completed and those that are currently in progress. This includes projects that
require working closely with superintendents and/or city staff to provide the highest quality inventory
data and urban forestry management tools and solutions.
Rolling Hills Country Club, Rolling Hills California
In 2008, DRG provided Rolling Hills Country Club with a comprehensive GIS tree inventory and
development impact analysis for a planned large-scale remodel of the golf course. The inventory and
analysis was an integral part of a successful Environment Impact Report, paving the way for a new
housing development and expansion of the Club. Currently DRG is working closely with Rolling Hills
Country Club to prioritize maintenance activities, provide project oversight for tree care operations
and to prepare for the new development, including large tree moving and tree protection planning.
Mesa Verde Country Club, Costa Mesa California
DRG provided a comprehensive GIS tree inventory for Mesa Verde Country Club in 2010. In
addition, we also developed a five-year sustainable tree management plan and provided our
TreeKeepero software to compliment our golf course vegetation management solutions. Currently,
Davey Resource Group provides on -site arborist consultations and tree care guidance
recommendations to insure the highest standards in golf course vegetation management.
Santa Ana Country Club, Santa Ana California
In 2009, DRG performed a GIS tree inventory at Santa Ana Country Club to assist in shade reduction
strategies and tree removal planning to improve forest health and reduce maintenance costs. The
inventory also included long-term maintenance recommendations and pruning evaluations. The Club
is now considering utilizing our TreeKeepero software to tract their valuable tree assets.
The Riviera Country Club, Pacific Palisades California
In 2004, DRG performed a GIS tree inventory at The Riviera Country Club and provided our Asset
Manager Software solution. Today, the Club is working with DRG to update the current inventory and
seeking long-term management strategies including strategic planting plans, maintenance
recommendations and a resource analysis that will quantify the numerous environmental benefits the
course trees are providing their membership surrounding-g community.
Davey Resource Group t ". September, 2011
Brandenburg, Staedler & Moore Mobile dome
Communities
Brandenburg, Staedler & Moore (BSM) mobile home communities are dedicated to the continual
improvement of their urban forests. To enhance the current tree management program and identify
potential hazardous trees, BSM contracted with Davey Resource Group (DRG) in August of 2010 to
conduct a GIS inventory and tree assessment at each of the 14 mobile home communities managed
by BSM throughout the San Francisco Bay area. An ISA Certified Arborist performed the inventory
and the data was imported into Davey's TreeKeeper 7.7 Tree Management Software. The inventory
identified 3,350 total sites including 3,159 trees distributed among 59 genera and 90 distinct species
and 191 vacant sites suitable for planting new trees. Both overall and individual community
workloads were established based on work priorities and cyclical pruning schedules. Sound
arboricultural recommendations were provided to reduce maintenance costs, improve forest health,
and lessen exposure to liability. Davey Tree's comprehensive tree management plan provided a
solution to meet BSM's tree care needs.
Municipal Projects
DRG's list of recent California municipal inventory projects includes:
• Arroyo Grande (in progress)
• Burlingame
• Clovis
■ Fig Garden Village (in progress)
■ Palo Alto
■ Pasadena (in progress)
• Woodland
■ Redwood City (in progress)
• Sacramento
• San Mateo
• San Francisco (in progress)
■ San Jose
• Vallejo
• Watsonville (in progress)
Davey Resource Group 13 September, 2011
ti6
6
The Davey Tree Expert Company
In 1873, John Davey came to America from
England to fulfill a dream —to preserve trees and
provide high -quality horticultural services using
practical and scientifically based methods. His
dream became a reality in 1880 when he founded
The Davey Tree Expert Company. Since then,
the Company has transformed into a flourishing
enterprise that is one of the 20 largest employee -
owned companies in America. At Davey, trees
were just the beginning of our venture, and we
continue to grow to new heights.
Davey Resource Groups
Davey Resource Group (DRG) is the consulting division of The Davey Tree Expert Company.
Established in 1992, DRG offers urban and utility forestry management and natural resource
consulting services throughout North America.
DRG's services include:
• Natural resource studies and permitting
• Ecosystems analysis and mapping
• Ecological restoration and mitigation
• Environmental planning
• Tree preservation planning
• Vegetation management along rights -of -way
• Asset management and inventories
• Tree and forest canopy inventories
• Urban forestry management plans
DRG is the leader in urban forestry and has provided expert consulting to a wide variety of clients,
including municipalities, parks, cemeteries, golf courses, utilities, and the private sector.
Our team of ISA Certified Arborists, GIS/IT specialists, and highly trained scientists and field staff has
the knowledge, experience, and technology to help you succeed in managing and understanding your
include training, consulting, software programming, and contract forestry, will help you achieve your
goals. DRG has inventoried well over 2 million trees while conducting more than 300 urban tree
inventory projects. Many of these projects included comprehensive urban forestry management
plans and customized software for inventory and data management.
In addition, Davey collaborates with other green industry leaders in developing new technologies to
inventory, analyze, and quantify environmental benefits provided by tree populations. A proud
example is Davey's role as technical advisor and transfer agent for the i-Tree project, an ongoing
publiciprivate urban forestry research collaborative with the USDA Forest Service, National Arbor Day
Davey Resource Group 14 September, 2011
iP a,
'r rp'f i ^roil. �vfi"W
i
Foundation, Society of Municipal Arborists, and the International Society of Arboriculture. The goal is
to improve the understanding of the condition, extent, and benefits of the urban forest.
DRG is committed to continuous improvement and customer service. We know that to be the best,
we must always work to be better. Davey understands that innovation, experience, technology,
quality assurance, and communication —provided by a well -trained, professional staff —are keys to
successful projects and client satisfaction.
The Davey Institute
Among our proud accomplishments is The Davey Institute, launched in 1909 to initiate scientific
research in arboricultural practices and to train employees how to better plant and maintain trees.
Almost 100 years later, The Davey Institute remains a leader in scientific advancements and
education, ensuring the Company's service lines provides the industry's highest quality service. The
Davey Institute also has a fully equipped diagnostic laboratory and training facilities.
Residential Tree and Lawn Care Service
Davey Tree has provided a complete range of tree, shrub, and lawn care services to homeowners for
more than 125 years. Our residential services throughout the United States and Canada include tree,
shrub, and lawn fertilization, insect and disease management, tree removal, large tree moving,
landscaping, and many other specialty services. We also share our expertise with our customers on
topics such as vegetation health care, watering recommendations, and planting techniques.
Large Tree Moving
We have been the tree moving experts
since 1926. Exceptional service,
capability, equipment, and unmatched
survival rates set Davey Large Tree
Moving apart from other companies.
Our expertise has been recognized
nationally on programs such as Modem
Marvels (History Channel) and on the
pages of National Geographic. We take
pride in accomplishing the "impossible"
and have transplanted some of the
largest trees on record. In fact, we
currently hold the records for moving
the largest rootball (42 feet), heaviest
tree, and ball (539 tons), and largest
hardwood (73 inches in diameter).
Davey Resource Group September: 2011
Commercial Tree Tree Care and Grounds Management
We are one of North America's largest commercial landscape management companies, and we take
pride in managing award -winning properties and meeting the toughest grounds care challenges.
Davey has been the preferred landscape service provider on some of the country's most prestigious
grounds, including Arlington National Cemetery, The Pentagon, and the headquarters of media giant
Gannett Co. and its USA TODAY offices.
Davey Resource Group 16 September, 2011
Davey Resource Group
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Davey Resource Group September, 2011