HomeMy WebLinkAboutC-7947-1 - PSA for Advanced Assessment of Eucalyptus Trees on Marine Avenue1
(� PROFESSIONAL SERVICES AGREEMENT
WITH CALIFORNIA TREE AND LANDSCAPE CONSULTING, INC. FOR
v ADVANCED ASSESSMENT OF EUCALYPTUS TREES ON MARINE AVENUE
THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement') is made and
entered into as of this 10th day of March, 2020 ("Effective Date"), by and between the
CITY OF NEWPORT BEACH, a California municipal corporation and charter city ("City"),
and CALIFORNIA TREE AND LANDSCAPE CONSULTING, INC., a California
corporation ("Consultant'), whose address is 1243 High Street, Auburn, California 95603,
and is made with reference to the following:
RECITALS
A. City is a municipal corporation duly organized and validly existing under the laws
of the State of California with the power to carry on its business as it is now being
conducted under the statutes of the State of California and the Charter of City.
B. City desires to engage Consultant to provide advanced testing and assessments
on six trees identified on Marine Avenue ('Project').
C. Consultant possesses the skill, experience, ability, background, certification and
knowledge to provide the professional services described in this Agreement.
D. City has solicited and received a proposal from Consultant, has reviewed the
previous experience and evaluated the expertise of Consultant, and desires to
retain Consultant to render professional services under the terms and conditions
set forth in this Agreement.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
1. TERM
The term of this Agreement shall commence on the Effective Date, and shall
terminate on December 31, 2021, unless terminated earlier as set forth herein.
2. SERVICES TO BE PERFORMED
Consultant shall diligently perform all the services described in the Scope of
Services attached hereto as Exhibit A and incorporated herein by reference ("Services"
or "Work"). City may elect to delete certain Services within the Scope of Services at its
sole discretion.
3. TIME OF PERFORMANCE
3.1 Time is of the essence in the performance of Services under this Agreement
and Consultant shall perform the Services in accordance with the schedule included in
Exhibit A. In the absence of a specific schedule, the Services shall be performed to
completion in a diligent and timely manner. The failure by Consultant to strictly adhere to
the schedule set forth in Exhibit A, if any, or perform the Services in a diligent and timely
manner may result in termination of this Agreement by City.
3.2 Notwithstanding the foregoing, Consultant shall not be responsible for
delays due to causes beyond Consultant's reasonable control. However, in the case of
any such delay in the Services to be provided for the Project, each party hereby agrees
to provide notice within two (2) calendar days of the occurrence causing the delay to the
other party so that all delays can be addressed.
3.3 Consultant shall submit all requests for extensions of time for performance
in writing to the Project Administrator as defined herein not later than ten (10) calendar
days after the start of the condition that purportedly causes a delay. The Project
Administrator shall review all such requests and may grant reasonable time extensions
for unforeseeable delays that are beyond Consultant's control.
3.4 For all time periods not specifically set forth herein, Consultant shall
respond in the most expedient and appropriate manner under the circumstances, by
hand-delivery or mail.
4. COMPENSATION TO CONSULTANT
4.1 City shall pay Consultant for the Services on a time and expense not-to-
exceed basis in accordance with the provisions of this Section and the Schedule of Billing
Rates attached hereto as Exhibit B and incorporated herein by reference. Consultant's
compensation for all Work performed in accordance with this Agreement, including all
reimbursable items and subconsultant fees, shall not exceed Thirty Thousand Dollars
and 00/100 ($30,000.00), without prior written authorization from City. No billing rate
changes shall be made during the term of this Agreement without the prior written
approval of City.
4.2 Consultant shall submit monthly invoices to City describing the Work
performed the preceding month. Consultant's bills shall include the name of the person
who performed the Work, a brief description of the Services performed and/or the specific
task in the Scope of Services to which it relates, the date the Services were performed,
the number of hours spent on all Work billed on an hourly basis, and a description of any
reimbursable expenditures. City shall pay Consultant no later than thirty (30) calendar
days after approval of the monthly invoice by City staff.
4.3 City shall reimburse Consultant only for those costs or expenses specifically
identified in Exhibit B to this Agreement or specifically approved in writing in advance by
City.
4.4 Consultant shall not receive any compensation for Extra Work performed
without the prior written authorization of City. As used herein, "Extra Work" means any
Work that is determined by City to be necessary for the proper completion of the Project,
but which is not included within the Scope of Services and which the parties did not
reasonably anticipate would be necessary at the execution of this Agreement.
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Compensation for any authorized Extra Work shall be paid in accordance with the
Schedule of Billing Rates as set forth in Exhibit B.
5. PROJECT MANAGER
5.1 Consultant shall designate a Project Manager, who shall coordinate all
phases of the Project. This Project Manager shall be available to City at all reasonable
times during the Agreement term. Consultant has designated Gordon Mann to be its
Project Manager. Consultant shall not remove or reassign the Project Manager or any
personnel listed in Exhibit A or assign any new or replacement personnel to the Project
without the prior written consent of City. City's approval shall not be unreasonably
withheld with respect to the removal or assignment of non -key personnel.
5.2 Consultant, at the sole discretion of City, shall remove from the Project any
of its personnel assigned to the performance of Services upon written request of City.
Consultant warrants that it will continuously furnish the necessary personnel to complete
the Project on a timely basis as contemplated by this Agreement.
5.3 If Consultant is performing inspection services for City, the Project Manager
and any other assigned staff shall be equipped with a cellular phone to communicate with
City staff. The Project Manager's cellular phone number shall be provided to City.
6. ADMINISTRATION
This Agreement will be administered by the Public Works Department. City's
Public Works Director or designee shall be the Project Administrator and shall have the
authority to act for City under this Agreement. The Project Administrator shall represent
City in all matters pertaining to the Services to be rendered pursuant to this Agreement.
7. CITY'S RESPONSIBILITIES
To assist Consultant in the execution of its responsibilities under this Agreement,
City agrees to provide access to and upon request of Consultant, one copy of all existing
relevant information on file at City. City will provide all such materials in a timely manner
so as not to cause delays in Consultant's Work schedule.
8. STANDARD OF CARE
8.1 All of the Services shall be performed by Consultant or under Consultant's
supervision. Consultant represents that it possesses the professional and technical
personnel required to perform the Services required by this Agreement, and that it will
perform all Services in a manner commensurate with community professional standards
and with the ordinary degree of skill and care that would be used by other reasonably
competent practitioners of the same discipline under similar circumstances. All Services
shall be performed by qualified and experienced personnel who are not employed by City.
By delivery of completed Work, Consultant certifies that the Work conforms to the
requirements of this Agreement, all applicable federal, state and local laws, and legally
recognized professional standards.
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8.2 Consultant represents and warrants to City that it has, shall obtain, and shall
keep in full force and effect during the term hereof, at its sole cost and expense, all
licenses, permits, qualifications, insurance and approvals of whatsoever nature that is
legally required of Consultant to practice its profession. Consultant shall maintain a City
of Newport Beach business license during the term of this Agreement.
8.3 Consultant shall not be responsible for delay, nor shall Consultant be
responsible for damages or be in default or deemed to be in default by reason of strikes,
lockouts, accidents, acts of God, or the failure of City to furnish timely information or to
approve or disapprove Consultant's Work promptly, or delay or faulty performance by
City, contractors, or governmental agencies.
9. HOLD HARMLESS
9.1 To the fullest extent permitted by law, Consultant shall indemnify, defend
and hold harmless City, its City Council, boards and commissions, officers, agents,
volunteers and employees (collectively, the "Indemnified Parties") from and against any
and all claims (including, without limitation, claims for bodily injury, death or damage to
property), demands, obligations, damages, actions, causes of action, suits, losses,
judgments, fines, penalties, liabilities, costs and expenses (including, without limitation,
attorneys' fees, disbursements and court costs) of every kind and nature whatsoever
(individually, a Claim; collectively, "Claims"), which may arise from or in any manner relate
(directly or indirectly) to any breach of the terms and conditions of this Agreement, any
Work performed or Services provided under this Agreement including, without limitation,
defects in workmanship or materials or Consultant's presence or activities conducted on
the Project (including the negligent, reckless, and/or willful acts, errors and/or omissions
of Consultant, its principals, officers, agents, employees, vendors, suppliers, consultants,
subcontractors, anyone employed directly or indirectly by any of them or for whose acts
they may be liable, or any or all of them).
9.2 Notwithstanding any other provision of this Agreement to the contrary
Consultant shall not be required to indemnify the Indemnified Parties from any and all
Claims (a) arising from the sole or partial negligence (including, without limitation, active
and pass negligence) or willful misconduct of the Indemnified Parties or their boards and
commissions, officers, agents, volunteers, representatives, contractors, and employees,
as well as any third parties, or (b) that are filed in court or any other administrative agency
or asserted (in writing) against Indemnified Parties more than one (1) calendar year after
the Project and/or Services contemplated by this Agreement are completed. The "active
and passive negligence) or willful misconduct" in the preceding sentence shall mean,
without limitation or affecting the statutory and common law legal definition, Indemnified
Parties failing to promptly follow written recommendations of Consultant arising out of or
relating to the Project and/or Services. Nothing in this indemnity shall be construed as
authorizing any award of attorneys' fees in any action on or to enforce the terms of this
Agreement. This indemnity shall apply to all claims and liability regardless of whether
any insurance policies are applicable. The policy limits do not act as a limitation upon the
amount of indemnification to be provided by Consultant; provided however, that
Consultant shall be reimbursed for any indemnification provided to Indemnified Parties
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from insurance policy benefits paid to Indemnified Parties arising out of or relating to the
Claim.
10. INDEPENDENT CONTRACTOR
It is understood that City retains Consultant on an independent contractor basis
and Consultant is not an agent or employee of City. The manner and means of
conducting the Work are under the control of Consultant, except to the extent they are
limited by statute, rule or regulation and the expressed terms of this Agreement. No civil
service status or other right of employment shall accrue to Consultant or its employees.
Nothing in this Agreement shall be deemed to constitute approval for Consultant or any
of Consultant's employees or agents, to be the agents or employees of City. Consultant
shall have the responsibility for and control over the means of performing the Work,
provided that Consultant is in compliance with the terms of this Agreement. Anything in
this Agreement that may appear to give City the right to direct Consultant as to the details
of the performance of the Work or to exercise a measure of control over Consultant shall
mean only that Consultant shall follow the desires of City with respect to the results of the
Services.
11. COOPERATION
Consultant agrees to work closely and cooperate fully with City's designated
Project Administrator and any other agencies that may have jurisdiction or interest in the
Work to be performed. City agrees to cooperate with the Consultant on the Project.
12. CITY POLICY
Consultant shall discuss and review all matters relating to policy and Project
direction with City's Project Administrator in advance of all critical decision points in order
to ensure the Project proceeds in a manner consistent with City goals and policies.
13. PROGRESS
Consultant is responsible for keeping the Project Administrator informed on a
regular basis regarding the status and progress of the Project, activities performed and
planned, and any meetings that have been scheduled or are desired.
14. INSURANCE
Without limiting Consultant's indemnification of City, and prior to commencement
of Work, Consultant shall obtain, provide and maintain at its own expense during the term
of this Agreement or for other periods as specified in this Agreement, policies of insurance
of the type, amounts, terms and conditions described in the Insurance Requirements
attached hereto as Exhibit C, and incorporated herein by reference.
15. PROHIBITION AGAINST ASSIGNMENTS AND TRANSFERS
Except as specifically authorized under this Agreement, the Services to be
provided under this Agreement shall not be assigned, transferred contracted or
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subcontracted out without the prior written approval of City. Any of the following shall be
construed as an assignment: The sale, assignment, transfer or other disposition of any
of the issued and outstanding capital stock of Consultant, or of the interest of any general
partner or joint venturer or syndicate member or cotenant if Consultant is a partnership or
joint -venture or syndicate or co -tenancy, which shall result in changing the control of
Consultant. Control means fifty percent (50%) or more of the voting power or twenty-five
percent (25%) or more of the assets of the corporation, partnership or joint -venture.
16. SUBCONTRACTING
The subcontractors authorized by City, if any, to perform Work on this Project are
identified in Exhibit A. Consultant shall be fully responsible to City for all acts and
omissions of any subcontractor. Nothing in this Agreement shall create any contractual
relationship between City and any subcontractor nor shall it create any obligation on the
part of City to pay or to see to the payment of any monies due to any such subcontractor
other than as otherwise required by law. City is an intended beneficiary of any Work
performed by the subcontractor for purposes of establishing a duty of care between the
subcontractor and City. Except as specifically authorized herein, the Services to be
provided under this Agreement shall not be otherwise assigned, transferred, contracted
or subcontracted out without the prior written approval of City.
17. OWNERSHIP OF DOCUMENTS
17.1 Each and every report, draft, map, record, plan, document and other writing
produced, including but not limited to, websites, blogs, social media accounts and
applications (hereinafter "Documents"), prepared or caused to be prepared by Consultant,
its officers, employees, agents and subcontractors, in the course of implementing this
Agreement, shall become the exclusive property of City, and City shall have the sole right
to use such materials in its discretion without further compensation to Consultant or any
other party. Additionally, all material posted in cyberspace by Consultant, its officers,
employees, agents and subcontractors, in the course of implementing this Agreement,
shall become the exclusive property of City, and City shall have the sole right to use such
materials in its discretion without further compensation to Consultant or any other party.
Consultant shall, at Consultant's expense, provide such Documents, including all logins
and password information to City upon prior written request.
17.2 Documents, including drawings and specifications, prepared by Consultant
pursuant to this Agreement are not intended or represented to be suitable for reuse by
City or others on any other project. Any use of completed Documents for other projects
and any use of incomplete Documents without specific written authorization from
Consultant will be at City's sole risk and without liability to Consultant. Further, any and
all liability arising out of changes made to Consultant's deliverables under this Agreement
by City or persons other than Consultant is waived against Consultant, and City assumes
full responsibility for such changes unless City has given Consultant prior notice and has
received from Consultant written consent for such changes.
17.3 All written documents shall be transmitted to City in formats compatible with
Microsoft Office and/or viewable with Adobe Acrobat.
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18. CONFIDENTIALITY
All Documents, including drafts, preliminary drawings or plans, notes and
communications that result from the Services in this Agreement, shall be kept confidential
unless City expressly authorizes in writing the release of information.
19. INTELLECTUAL PROPERTY INDEMNITY
Consultant shall defend and indemnify City, its agents, officers, representatives
and employees against any and all liability, including costs, for infringement or alleged
infringement of any United States' letters patent, trademark, or copyright, including costs,
contained in Consultant's Documents provided under this Agreement.
20. RECORDS
Consultant shall keep records and invoices in connection with the Services to be
performed under this Agreement. Consultant shall maintain complete and accurate
records with respect to the costs incurred under this Agreement and any Services,
expenditures and disbursements charged to City, for a minimum period of three (3) years,
or for any longer period required by law, from the date of final payment to Consultant
under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of City to examine, audit and make transcripts or
copies of such records and invoices during regular business hours. Consultant shall allow
inspection of all Work, data, Documents, proceedings and activities related to the
Agreement for a period of three (3) years from the date of final payment to Consultant
under this Agreement.
21. WITHHOLDINGS
City may withhold payment to Consultant of any disputed sums until satisfaction of
the dispute with respect to such payment. Such withholding shall not be deemed to
constitute a failure to pay according to the terms of this Agreement. Consultant shall not
discontinue Work as a result of such withholding. Consultant shall have an immediate
right to appeal to the City Manager or designee with respect to such disputed sums.
Consultant shall be entitled to receive interest on any withheld sums at the rate of return
that City earned on its investments during the time period, from the date of withholding of
any amounts found to have been improperly withheld.
22. ERRORS AND OMISSIONS
In the event of errors or omissions that are due to the negligence or professional
inexperience of Consultant which result in expense to City greater than what would have
resulted if there were not errors or omissions in the Work accomplished by Consultant,
the additional design, construction and/or restoration expense shall be borne by
Consultant. Nothing in this Section is intended to limit City's rights under the law or any
other sections of this Agreement.
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23. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS
City reserves the right to employ other Consultants in connection with the Project.
24. CONFLICTS OF INTEREST
24.1 Consultant or its employees may be subject to the provisions of the
California Political Reform Act of 1974 (the "Act") and/or Government Code §§ 1090 et
seo., which (1) require such persons to disclose any financial interest that may
foreseeably be materially affected by the Work performed under this Agreement, and (2)
prohibit such persons from making, or participating in making, decisions that will
foreseeably financially affect such interest.
24.2 If subject to the Act and/or Government Code §§ 1090 et seq., Consultant
shall conform to all requirements therein. Failure to do so constitutes a material breach
and is grounds for immediate termination of this Agreement by City. Consultant shall
indemnify and hold harmless City for any and all claims for damages resulting from
Consultant's violation of this Section.
4+ 11 1 611IN=K
25.1 All notices, demands, requests or approvals, including any change in
mailing address, to be given under the terms of this Agreement shall be given in writing,
and conclusively shall be deemed served when delivered personally, or on the third
business day after the deposit thereof in the United States mail, postage prepaid, first-
class mail, addressed as hereinafter provided.
25.2 All notices, demands, requests or approvals from Consultant to City shall
be addressed to City at:
Attn: Public Works Director
Public Works Department
City of Newport Beach
100 Civic Center Drive
PO Box 1768
Newport Beach, CA 92658
25.3 All notices, demands, requests or approvals from City to Consultant shall
be addressed to Consultant at:
Attn: Gordon Mann, Vice President
California Tree and Landscape Consulting, Inc.
1243 High Street
Auburn, CA 95603
26. CLAIMS
Unless a shorter time is specified elsewhere in this Agreement, before making its
final request for payment under this Agreement, Consultant shall submit to City, in writing,
California Tree and Landscape Consulting, Inc. Page 8
all claims for compensation under or arising out of this Agreement. Consultant's
acceptance of the final payment shall constitute a waiver of all claims for compensation
under or arising out of this Agreement except those previously made in writing and
identified by Consultant in writing as unsettled at the time of its final request for payment.
Consultant and City expressly agree that in addition to any claims filing requirements set
forth in the Agreement, Consultant shall be required to file any claim Consultant may have
against City in strict conformance with the Government Claims Act (Government Code
sections 900 et seq.).
27. TERMINATION
27.1 In the event that either party fails or refuses to perform any of the provisions
of this Agreement at the time and in the manner required, that party shall be deemed in
default in the performance of this Agreement. If such default is not cured within a period
of two (2) calendar days, or if more than two (2) calendar days are reasonably required
to cure the default and the defaulting party fails to give adequate assurance of due
performance within two (2) calendar days after receipt of written notice of default,
specifying the nature of such default and the steps necessary to cure such default, and
thereafter diligently take steps to cure the default, the non -defaulting party may terminate
the Agreement forthwith by giving to the defaulting party written notice thereof.
27.2 Notwithstanding the above provisions, City shall have the right, at its sole
and absolute discretion and without cause, of terminating this Agreement at any time by
giving no less than seven (7) calendar days' prior written notice to Consultant. In the
event of termination under this Section, City shall pay Consultant for Services
satisfactorily performed and costs incurred up to the effective date of termination for which
Consultant has not been previously paid. On the effective date of termination, Consultant
shall deliver to City all reports, Documents and other information developed or
accumulated in the performance of this Agreement, whether in draft or final form.
28. LIMITATION OF LIABILITY
28.1 TO THE MAXIMUM EXTENT PERMITTED BYLAW, IN NO EVENT SHALL
CONSULTANT (OR ANY OF ITS SHAREHOLDERS, BOARD MEMBERS, OFFICERS,
EMPLOYEES, AGENTS, CONSULTANTS, OR OTHERWISE) BE LIABLE TO CITY OR
ANY THIRD PARTIES (INCLUDING, WITHOUT LIMITATION, ITS CITY COUNCIL,
BOARDS AND COMMISSIONS, OFFICERS, AGENTS, VOLUNTEERS, EMPLOYEES
AND ANY PERSON OR ENTITY OWNING OR OTHERWISE IN LEGAL CONTROL OF
THE PROPERTY UPON WHICH CONSULTANT PERFORMS THE PROJECT AND/OR
SERVICES CONTEMPLATED BY THIS AGREEMENT) FOR DAMAGES ARISING OUT
OF OR RELATING TO CITY, AND ITS CITY COUNCIL, BOARDS AND COMMISSIONS,
OFFICERS, AGENTS, VOLUNTEERS, EMPLOYEES AND ANY PERSON OR ENTITY
OWNING OR OTHERWISE IN LEGAL CONTROL OF THE PROPERTY UPON WHICH
CONSULTANT PERFORMS THE PROJECT AND/OR SERVICES CONTEMPLATED
BY THIS AGREEMENT, FAILING TO PROMPTLY FOLLOW WRITTEN
RECOMMENDATIONS OF CONSULTANT. SUCH DAMAES SHALL INCLUDE,
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WITHOUT LIMITATION, DIRECT, INDIRECT, CONSEQUENTIAL, OR PUNITIVE
DAMAGES, AND DAMAGE TO PROPERTY OR PERSON (INCLUDING DEATH).
28.2 Notwithstanding any other provision of this Agreement to the contrary,
Consultant (and any of its shareholders, board members, officers, employees, agents,
consultants, or otherwise) shall not be liable to City, or its City Council, boards and
commissions, officers, agents, volunteers, employees, or any other third parties for any
damages arising out of or relating to the Project and/or Services performed as
contemplated in this Agreement, whether direct, indirect, consequential, or punitive
damages, or damage to property or person (including death) (collectively "Damages") if
(a) the Damages actually occur more than one (1) calendar year after the Project and/or
Services are completed, regardless of any restrictions on the applicable statute of
limitations, or (b) if the Damages are due to, directly or indirectly, forces beyond
Consultant's control, including, without limitation, accidents, acts of war or terrorism, civil
or military disturbances, nuclear or natural catastrophes, or acts of God or natural
disasters of any kind , severity, or nature. The limitation of liability in this Section shall not
apply if the Damages are due to Consultant's sole negligence or willful misconduct.
29. STANDARD PROVISIONS
29.1 Recitals. City and Consultant acknowledge that the above Recitals are true
and correct and are hereby incorporated by reference into this Agreement.
29.2 Compliance with all Laws. Consultant shall, at its own cost and expense,
comply with all statutes, ordinances, regulations and requirements of all governmental
entities, including federal, state, county or municipal, whether now in force or hereinafter
enacted. In addition, all Work prepared by Consultant shall conform to applicable City,
county, state and federal laws, rules, regulations and permit requirements and be subject
to approval of the Project Administrator and City.
29.3 Waiver. A waiver by either party of any breach, of any term, covenant or
condition contained herein shall not be deemed to be a waiver of any subsequent breach
of the same or any other term, covenant or condition contained herein, whether of the
same or a different character.
29.4 Integrated Contract. This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the parties hereto, and all
preliminary negotiations and agreements of whatsoever kind or nature are merged herein.
No verbal agreement or implied covenant shall be held to vary the provisions herein.
29.5 Conflicts or Inconsistencies. In the event there are any conflicts or
inconsistencies between this Agreement and the Scope of Services or any other
attachments attached hereto, the terms of this Agreement shall govern.
29.6 Interpretation. The terms of this Agreement shall be construed in
accordance with the meaning of the language used and shall not be construed for or
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against either party by reason of the authorship of the Agreement or any other rule of
construction which might otherwise apply.
29.7 Amendments. This Agreement may be modified or amended only by a
written document executed by both Consultant and City and approved as to form by the
City Attorney.
29.8 Severability. If any provision of this Agreement is declared or found to be
illegal, unenforceable, or void by a court of competent jurisdiction, then both parties shall
be relieved of all obligations arising under such provision, but only to the extent that such
provision is illegal, unenforceable, or void, it being the intent and Agreement of the parties
that this Agreement shall be deemed amended by modifying such provision to the extent
necessary to make it legal and enforceable while preserving its intent or, if that is not
possible, by substituting therefor another provision that is legal and enforceable and
achieves the same objective. If the remainder of this Agreement shall not be affected by
such declaration or finding and is capable of substantial performance, then, each
provision not so affected shall be enforced to the extent permitted by law.
29.9 Controlling Law and Venue. The laws of the State of California shall govern
this Agreement and all matters relating to it and any action brought relating to this
Agreement shall be adjudicated in a court of competent jurisdiction in the County of
Orange, State of California.
29.10 Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee
or applicant for employment because race, religious creed, color, national origin,
ancestry, physical handicap, medical condition, marital status, sex, sexual orientation,
age or any other impermissible basis under law.
29.11 No Attorneys' Fees. In the event of any dispute or legal action arising under
this Agreement, the prevailing party shall not be entitled to attorneys' fees.
29.12 Counterparts. This Agreement may be executed in two (2) or more
counterparts, each of which shall be deemed an original and all of which together shall
constitute one (1) and the same instrument.
[SIGNATURES ON NEXT PAGE]
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: ZU
By: 44 -
Aaron C. Harp Wu 3.9•L-0
City Attorney
ATTEST:
Date: /
agi 1A &�—'
City Clerk
CITY OF NEWPORT BEACH,
a California municipal corporation
Date: `�, -12.2626
By�r OA{'
David A. Webb
Public Works Director
CONSULTANT: California Tree and
Landscape Consulting, Inc., a California
corporation
By:
Signed in Counterpart
Denice F. Britton
Chief Executive Officer
Date:
Signed in Counterpart
Bv:
Cherie A. Menzer
Secretary
[END OF SIGNATURES]
Attachments: Exhibit A - Scope of Services
Exhibit B - Schedule of Billing Rates
Exhibit C - Insurance Requirements
California Tree and Landscape Consulting, Inc. Page 12
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: ?�
By: a -
Aaron C. Harp Mw 3.1 �^
City Attorney
CITY OF NEWPORT BEACH,
a California municipal corporation
Bv:
David A. Webb
Public Works Director
ATTEST:
CONSULTANT: California Tree and
Date:
Landscape Consulting, Inc., a California
corporation
Date: 3 //O /20 26
By:
By< cpT �V r
Leilani I. Brown
Denice F. Britton
City Clerk
Chief Executive Officer
Date: •!// y Z(�
By: �� d-
Cherie A. Menzer
Secretary
[END OF SIGNATURES]
Attachments: Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C — Insurance Requirements
California Tree and Landscape Consulting, Inc. Page 12
EXHIBIT A
SCOPE OF SERVICES
ADVANCED ASSESSMENT OF EUCALYPTUS TREES ON MARINE AVENUE
Consultant shall accomplish the necessary tree inspections in the most defensible
approach for the City to verify tree stability and include options to provide all of the tests
as requested by the City of Newport Beach ("City").
The six (6) trees designated by the City for testing and inspection are located at:
• 220 Marine Ave:
Lemon -Scented Gum
• 312 Marine Ave:
Silver -Dollar Gum
• 300 Marine Ave:
Lemon -Scented Gum
• 319 Marine Ave:
Lemon -Scented Gum
• 301 Marine Ave:
Lemon -Scented Gum
• 326 B Marine Ave: Silver -Dollar Gum
The order of inspection shall be based on tree condition and traffic control reviewed
during the work site walk-through.
Consultant's final report shall include, but not be limited to, the following 12 items:
1. Name of the tree testing sub -contractor.
2. Scope of work.
3. Location or identification of the trees.
4. Targets, occupancy rates, likelihood of impact to the target, and potential
consequences of failure.
5. Site factors considered.
6. Documentation of the likelihood of failure, such as a list of tree conditions,
structural defects, and response growth observed.
7. Testing results, evaluation, and conclusions.
8. Options and/or recommendations for mitigation.
9. Residual risk information.
10. Limitations of testing.
11. Adhere to all Federal, State, and Local regulations regarding safety for the
applicable tasks being performed.
California Tree and Landscape Consulting, Inc. Page A-1
12. All work performed will meet or exceed applicable ANSI A300 Tree
Management Standards Part 9 Tree Risk Assessment and ISA Best
Management Practices for Tree Risk Assessment.
Gordon Mann shall serve as Consultant's Project Manager, oversee the work and
complete the final report. Work shall commence with an on-site meeting with City staff
and any members of the community (such as Parks, Beaches & Recreation (PB&R)
Commission members) to outline work. The City authorizes Consultant to select follow up
tests and examinations as found necessary to be performed following the initial tests and
examinations, and will perform said examinations upon approval by City.
Additional exams will only be necessary if the Static Integrated Method (SIM)
findings show a need for further in-depth information to make a solid conclusion on the
tree stability ratings.
Initial Tests and Examinations
SIM Testing (Elasto-Inclino or Static Integrated Method) — Take photographs and
measurements; install pull line approximately 2/3rd al lift. Apply measuring instruments to
the lower trunk of the tree and pull to measured forces and record the data from the
instruments.
Subconsultant (UFI, Philip Van Wassenear) to use computer modelling and static
load application to predict the behavior of the subject tree under extreme weather
conditions. Subconsultant, is the most experienced arboricultural consultancy in North
America trained and qualified to apply this SIM assessment methodology and has done
so for more than 150 suspected risk trees across the continent. A report will be produced
for each tree that will be used by Consultant in the final report.
Aerial Inspection provided by separate contractor as determined by City — A
visual/photographic observation will examine the areas along the main trunk, main crotch
attachments, and large scaffold branches that are not easily viewed from the ground.
Photos taken will include observable defects in the tree. Any decay cavities may be
probed and measured and any wood decay fungi observed will be sampled, and
discussed and may be sent to a laboratory for testing to identify and confirm pathogens.
Consultant shall review the photos taken during the aerial inspection and findings for each
tree will be included in the final report.
Optional and Additional Tests and Examinations
Sonic Tomography — Attach very low invasive sensors around the tree trunk and
measure the sound travel across the trunk cross section between the sensors. Initial test
will be 2 layers per tree while standing on the ground. If found necessary, additional layers
along the trunk will be added. A report and image will be produced for each tree.
Pneumatic Root Crown Excavation — The clearing of moveable improvements over
the soil within the planting space, removal of the soil around the base of the tree using
California Tree and Landscape Consulting, Inc. Page A-2
high pressure air tool to expose the surface roots and root collar and allow visual
observations of the conditions hidden below the soil. The openings around the tree were
stated to be 4'x 4' up to 4'x 6' size. The soil within the planting space will be removed to
a depth to expose the tree roots for visual observation and probing. Any wood decay fungi
observed will be discussed to send to a laboratory for testing. After examination, the soil
will be placed back around the base of the tree. A report will be produced for each tree.
Lab Testing Analysis — Samples of fruiting bodies or suspected decayed wood will
be handled in the required manner to protect the integrity of the material. Samples for
tests approved by the City will be sent overnight to Waypoint Analytical for examination.
A report shall be produced for each sample submitted.
Requested Information
Advanced testing utilizing specialized equipment and lab analysis are requested
to confirm the stability of these six Marine Ave Special Trees in question. Tests and data
analysis should determine the tree's resistance to uprooting, tipping or large -stem
breakage in the event of a significant weather event, such as the area's seasonal Santa
Ana winds, which can possibly exceed 40 miles per hour. Stability factors may include:
• Live Crown Ratio (LCR) and crown shape
• Branch Defects
• Root Condition
• Trunk Condition
The final report shall include:
A risk matrix to specify tree risk based on the current ISA Tree Risk
Assessment BMP.
2. Mitigation and treatment measures in the form of pruning, removal,
treatments, or activities that may reduce risk. Mitigation and care
recommendations shall be specified in writing according to American
National Standard for Tree Care Operations: Tree, Shrub and Other Woody
Plant Management: Standard Practices parts 1 through 10 and adhere to
ANSI Z133.1 safety standards and local regulations.
Provide residual risk ratings after recommended mitigation measures are
implemented.
Prepare a comprehensive, easy -to -understand evaluation and care options
to the City which will convey methodology, analysis, explanation, and
conclusion.
California Tree and Landscape Consulting, Inc. Page A-3
Schedule
There is a specific timeframe required for these assessments with the need to
complete the work before high tourist season. Consultant shall schedule the work and
subcontractors as directed by City. Consultant shall complete the base field assessment
work within two (2) days of starting it, unless unforeseen circumstances intervene, such
as being limited to access of any of the trees, or severe weather. Consultant shall provide
City with immediate written notification of any delays and the circumstances of such delay.
The additional tests may take from one (1) to two (2) more days. Each testing
subcontractor and the laboratory shall provide their report to the lead consultant.
The final written report shall be completed and provided to City on a date as agreed
upon by City; this report may be delivered electronically.
City acknowledges that any delays in testing schedule or lab results may delay the
final report, and Consultant and City shall make arrangements for alternative schedules
if this occurs.
California Tree and Landscape Consulting, Inc. Page A-4
EXHIBIT B
SCHEDULE OF BILLING RATES
ADVANCED ASSESSMENT OF EUCALYPTUS TREES ON MARINE AVENUE
The advanced testing on the six "special' eucalyptus trees on Marine Avenue includes
the following:
• Previous and future discussions and calls with City
regarding scope of work and progress
IncIuded/TBD
• Initial on-site meeting with City
Included
• Evaluation of previous reports, tree history and site conditions
$750.00
• Contractor oversight and project participation,
up to two (2) days on site
$4,000.00
• Aerial photo review & documented assessment for each tree
$1,000.00
• Consultant site work and manage testing process
$1,500.00
• Conduct SIM testing in two (2) days and evaluate testing results
$4,000.00
• Final Report of findings for Aerial and SIM
$2,500.00
• Use of advanced equipment and transportation
$1,500.00
• Travel time and expenses/contingencies
$5,750.00
BASE SERVICES NOT -TO -EXCEED COST: $21,000.00
AS -NEEDED OPTIONAL TESTING ALLOWANCE: 9,000.00
TOTAL NOT TO EXCEED AMOUNT: $30,000.00
Upon advance written approval by City, Consultant may perform additional tasks, such
as the following:
• Additional meetings outside of the time on site above: $250 per hour
• Sonic Tomography testing and report analysis: $350 per tree
• Laboratory testing: $100-$200 per sample
• Pneumatic Root Crown Excavation: $3,200 for up to 5 trees
• Additional lodging and per diem (two (2) people): $600 per night
• Final report additions for further testing performed: $250 per hour
California Tree and Landscape Consulting, Inc. Page B-1
EXHIBIT C
INSURANCE REQUIREMENTS — PROFESSIONAL SERVICES
1. Provision of Insurance. Without limiting Consultant's indemnification of City, and
prior to commencement of Work, Consultant shall obtain, provide and maintain at
its own expense during the term of this Agreement, policies of insurance of the
type and amounts described below and in a form satisfactory to City. Consultant
agrees to provide insurance in accordance with requirements set forth here. If
Consultant uses existing coverage to comply and that coverage does not meet
these requirements, Consultant agrees to amend, supplement or endorse the
existing coverage.
2. Acceptable Insurers. All insurance policies shall be issued by an insurance
company currently authorized by the Insurance Commissioner to transact
business of insurance in the State of California, with an assigned policyholders'
Rating of A- (or higher) and Financial Size Category Class VII (or larger) in
accordance with the latest edition of Best's Key Rating Guide, unless otherwise
approved by the City's Risk Manager.
3. Coverage Requirements.
A. Workers' Compensation Insurance. Consultant shall maintain Workers'
Compensation Insurance, statutory limits, and Employer's Liability
Insurance with limits of at least one million dollars ($1,000,000) each
accident for bodily injury by accident and each employee for bodily injury by
disease in accordance with the laws of the State of California, Section 3700
of the Labor Code.
Consultant shall submit to City, along with the certificate of insurance, a
Waiver of Subrogation endorsement in favor of City, its City Council, boards
and commissions, officers, agents, volunteers and employees.
B. General Liability Insurance. Consultant shall maintain commercial general
liability insurance, and if necessary umbrella liability insurance, with
coverage at least as broad as provided by Insurance Services Office form
CG 00 01, in an amount not less than one million dollars ($1,000,000) per
occurrence, two million dollars ($2,000,000) general aggregate. The policy
shall cover liability arising from premises, operations, personal and
advertising injury, and liability assumed under an insured contract (including
the tort liability of another assumed in a business contract).
C. Automobile Liability Insurance. Consultant shall maintain automobile
insurance at least as broad as Insurance Services Office form CA 00 01
covering bodily injury and property damage for all activities of Consultant
arising out of or in connection with Work to be performed under this
Agreement, including coverage for any owned, hired, non -owned or rented
vehicles, in an amount not less than one million dollars ($1,000,000)
combined single limit each accident.
California Tree and Landscape Consulting, Inc. Page C-1
D. Professional Liability (Errors & Omissions) Insurance. Consultant shall
maintain professional liability insurance that covers the Services to be
performed in connection with this Agreement, in the minimum amount of
one million dollars ($1,000,000) per claim and two million dollars
($2,000,000) in the aggregate. Any policy inception date, continuity date,
or retroactive date must be before the Effective Date of this Agreement and
Consultant agrees to maintain continuous coverage through a period no
less than three years after completion of the Services required by this
Agreement.
4. Other Insurance Requirements. The policies are to contain, or be endorsed to
contain, the following provisions:
A. Waiver of Subrogation. All insurance coverage maintained or procured
pursuant to this Agreement shall be endorsed to waive subrogation against
City, its City Council, boards and commissions, officers, agents, volunteers
and employees or shall specifically allow Consultant or others providing
insurance evidence in compliance with these requirements to waive their
right of recovery prior to a loss. Consultant hereby waives its own right of
recovery against City, and shall require similar written express waivers from
each of its subconsultants.
B. Additional Insured Status. All liability policies including general liability,
excess liability, pollution liability, and automobile liability, if required, but not
including professional liability, shall provide or be endorsed to provide that
City, its City Council, boards and commissions, officers, agents, volunteers
and employees shall be included as insureds under such policies.
C. Primary and Non Contributory. All liability coverage shall apply on a primary
basis and shall not require contribution from any insurance or self-insurance
maintained by City.
D. Notice of Cancellation. All policies shall provide City with thirty (30)
calendar days' notice of cancellation (except for nonpayment for which ten
(10) calendar days' notice is required) or nonrenewal of coverage for each
required coverage.
Additional Agreements Between the Parties. The parties hereby agree to the
following:
A. Evidence of Insurance. Consultant shall provide certificates of insurance to
City as evidence of the insurance coverage required herein, along with a
waiver of subrogation endorsement for workers' compensation and other
endorsements as specified herein for each coverage. Insurance certificates
and endorsement must be approved by City's Risk Manager prior to
commencement of performance. Current certification of insurance shall be
kept on file with City at all times during the term of this Agreement. The
certificates and endorsements for each insurance policy shall be signed by
a person authorized by that insurer to bind coverage on its behalf. At least
California Tree and Landscape Consulting, Inc. Page C-2
fifteen (15) days prior to the expiration of any such policy, evidence of
insurance showing that such insurance coverage has been renewed or
extended shall be filed with the City. If such coverage is cancelled or
reduced, Consultant shall, within ten (10) days after receipt of written notice
of such cancellation or reduction of coverage, file with the City evidence of
insurance showing that the required insurance has been reinstated or has
been provided through another insurance company or companies. City
reserves the right to require complete, certified copies of all required
insurance policies, at any time.
B. City's Right to Revise Requirements. City reserves the right at any time
during the term of the Agreement to change the amounts and types of
insurance required by giving Consultant sixty (60) calendar days' advance
written notice of such change. If such change results in substantial
additional cost to Consultant, City and Consultant may renegotiate
Consultant's compensation.
C. Enforcement of Agreement Provisions. Consultant acknowledges and
agrees that any actual or alleged failure on the part of City to inform
Consultant of non-compliance with any requirement imposes no additional
obligations on City nor does it waive any rights hereunder.
D. Requirements not Limiting. Requirements of specific coverage features or
limits contained in this Section are not intended as a limitation on coverage,
limits or other requirements, or a waiver of any coverage normally provided
by any insurance. Specific reference to a given coverage feature is for
purposes of clarification only as it pertains to a given issue and is not
intended by any party or insured to be all inclusive, or to the exclusion of
other coverage, or a waiver of any type. If the Consultant maintains higher
limits than the minimums shown above, the City requires and shall be
entitled to coverage for higher limits maintained by the Consultant. Any
available insurance proceeds in excess of the specified minimum limits of
insurance and coverage shall be available to the City.
E. Self-insured Retentions. Any self-insured retentions must be declared to
and approved by City. City reserves the right to require that self-insured
retentions be eliminated, lowered, or replaced by a deductible. Self-
insurance will not be considered to comply with these requirements unless
approved by City.
F. City Remedies for Non -Compliance. If Consultant or any subconsultant fails
to provide and maintain insurance as required herein, then City shall have
the right but not the obligation, to purchase such insurance, to terminate this
Agreement, or to suspend Consultant's right to proceed until proper
evidence of insurance is provided. Any amounts paid by City shall, at City's
sole option, be deducted from amounts payable to Consultant or reimbursed
by Consultant upon demand.
California Tree and Landscape Consulting, Inc. Page C-3
G. Timely Notice of Claims. Consultant shall give City prompt and timely notice
of claims made or suits instituted that arise out of or result from Consultant's
performance under this Agreement, and that involve or may involve
coverage under any of the required liability policies. City assumes no
obligation or liability by such notice, but has the right (but not the duty) to
monitor the handling of any such claim or claims if they are likely to involve
City.
H. Consultant's Insurance. Consultant shall also procure and maintain, at its
own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution of the
Work.
California Tree and Landscape Consulting, Inc. Page C-4
CERTIFICATE OF INSURANCE
CHECKLIST
City of Newport Beach
This checklist is comprised of requirements as outlined by the City of Newport Beach. *
Date Received: 2/27/2020
Department:
Public Works
Dept./Contact Received From: Raymund Reyes
Sent to: Marissa By: Raymund
Company/Person required to have certificate:
Type of contract:
Cal Tree and Landscape Consulting, LLC
Professional Services Agreement
GENERAL LIABILITY
EFFECTIVE/EXPIRATION DATE: 9/23/2020-9/23/2021
A. INSURANCE COMPANY: ACE Fire Underwriters Insurance Co NAIC#20702
B. AM BEST RATING (A-: VII or greater): A++:XV
C. ADMITTED Company (Must be California Admitted):
Is Company admitted in California?
D. LIMITS (Must be $1 M or greater): What is limit provided?
E. ADDITIONAL INSURED ENDORSEMENT—please attach
F. ADDITIONAL INSURED WORDING TO INCLUDE (The City
its officers, officials, employees and volunteers): Is it
included?
G. PRIMARY & NON-CONTRIBUTORY WORDING (Must be
included): Is it included?
H. PRODUCTS AND COMPLETED OPERATIONS (Must
include): Is it included? (completed Operations status does
not apply to Waste Haulers or Recreation)
Q Yes ❑ No
$2M occur/ $4M agg
❑✓ Yes ❑ No
0 Yes ❑ No
0 Yes ❑ No
Q N/A ❑ Yes ❑ No
11. AUTOMOBILE LIABILITY
EFFECTIVE/EXPIRATION DATE: 2/11/2020-2/11/2021
A.
INSURANCE COMPANY: Metropolitan Direct Property and Casualty NAIC#25321
B.
AM BEST RATING (A-: VII or greater) A:XV
C.
ADMITTED COMPANY (Must be California Admitted):
Is Company admitted in California?
0 Yes
❑ No
D.
LIMITS - If Employees (Must be $1M min. BI & PD and $500,000
UM, $2M min for Waste Haulers): What is limits provided? $11v
E.
PRIMARY & NON-CONTRIBUTORY WORDING
ENDORSEMENT - please attach
❑ Yes
0 No
F.
HIRED AND NON -OWNED AUTO ONLY: ❑ N/A
ZYes
❑ No
G.
ADDITIONAL INSURED ENDORSEMENT — please attach
ZYes
❑ No
H.
ADDITIONAL INSURED WORDING TO INCLUDE (The City its
DYes
❑ No
officers, officials, employees and volunteers): Is it included?
I.
SIGNED AUTOMOBILE INSURANCE EXEMPTION FORM: QN/A
[—]Yes
❑ No
WORKERS' COMPENSATION
EFFECTIVE/EXPIRATION DATE: 10/12/2020-10/12/202
A. INSURANCE COMPANY: Property and Casualty Co of Hartford NAIC#34690
B. AM BEST RATING (A-: VII or greater): A+:XV
C. ADMITTED Company (Must be California Admitted):
D. WORKERS' COMPENSATION LIMIT: Statutory
E. EMPLOYERS' LIABILITY LIMIT (Must be $1 M or greater)
F. WAIVER OF SUBROGATION (To include): Is it included?
G. SIGNED WORKERS' COMPENSATION EXEMPTION FORM:
ADDITIONAL COVERAGES THAT MAYBE REQUIRED
0 Yes ❑ No
[2] Yes 7 N
$1M
❑✓ Yes ❑ No
❑✓ N/A [:]Yes ❑ No
0 PROFESSIONAL LIABILITY 10/1z/zozo-10/1z/2021
EFFECTIVE/EXPIRATION DATE:
A. INSURANCE COMPANY: The Hanover Ins. Co, admitted, A:XV $21VI/claim
❑ POLLUTION LIABILITY
EFFECTIVE/EXPIRATION DATE:
A. INSURANCE COMPANY:
❑ BUILDER'S RISK
EFFECTIVE/EXPIRATION DATE:
A. INSURANCE COMPANY:
EFFECTIVE/EXPIRATION DATE:
A. INSURANCE COMPANY:
Auto Liability PNC endorsement requirement waived as they will not be using the bucket truck
as initially planned.
Approved:
Marissa, SGLr
Risk Management
11/13/2020
Date