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West Coast Arborists Inc; 2023-01-18; PSA23-2065UTIL
PSA23-2065UTIL General Counsel Approved Version 8/2/2022 1 AGREEMENT FOR TREE MAINTENANCE SERVICES WEST COAST ARBORISTS, INC. THIS AGREEMENT is made and entered into as of the ______________ day of ___________________, 2023, by and between the Carlsbad Municipal Water District, a Public Agency organized under the Municipal Water Act of 1911, and a Subsidiary District of the City of Carlsbad, California, ("CMWD"), and West Coast Arborists, Inc., a California Corporation, ("Contractor"). RECITALS A. CMWD requires the professional services of a consultant that is experienced in tree assessment and maintenance. B. Contractor has the necessary experience in providing professional services and advice related to tree assessment and maintenance. C. Contractor has submitted a proposal to CMWD and has affirmed its willingness and ability to perform such work. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, CMWD and Contractor agree as follows: 1. SCOPE OF WORK CMWD retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement’s terms and conditions. 2. STANDARD OF PERFORMANCE While performing the Services, Contractor will exercise the reasonable professional care and skill customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan Southern California Area and will use reasonable diligence and best judgment while exercising its professional skill and expertise. 3. TERM The term of this Agreement will be effective for a period of one (1) year from the date first above written. The Executive Manager may amend the Agreement to extend it for one (1) additional one (1) year periods or parts thereof. Extensions will be based upon a satisfactory review of Contractor's performance, CMWD needs, and appropriation of funds by the CMWD Board of Directors. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement. 4. TIME IS OF THE ESSENCE Time is of the essence for each and every provision of this Agreement. 5. COMPENSATION The total fee payable for the Services to be performed during the initial Agreement term will be forty thousand dollars ($40,000). No other compensation for the Services will be allowed except for items covered by subsequent amendments to this Agreement. If CMWD elects to extend the Agreement, the amount shall not exceed forty thousand dollars ($40,000) per Agreement year. CMWD reserves the right to withhold a ten percent (10%) retention until CMWD has accepted the work and/or Services specified in Exhibit "A." Incremental payments, if applicable, should be made as outlined in attached Exhibit "A." DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 January 18th PSA23-2065UTIL General Counsel Approved Version 8/2/2022 2 6. PREVAILING WAGE RATES Any construction, alteration, demolition, repair, and maintenance work, including work performed during design and preconstruction such as inspection and land surveying work, cumulatively exceeding $1,000 and performed under this Agreement are subject to state prevailing wage laws. The general prevailing rate of wages, for each craft or type of worker needed to execute the contract, shall be those as determined by the Director of Industrial Relations pursuant to the Section 1770, 1773 and 1773.1 of the California Labor Code. Pursuant to Section 1773.2 of the California Labor code, a current copy of applicable wage rates is on file in the office of the City Engineer. Contractor shall not pay less than the said specified prevailing rates of wages to all such workers employed by him or her in the execution of the Agreement. Contractor and any subcontractors shall comply with Section 1776 of the California Labor Code, which generally requires keeping accurate payroll records, verifying and certifying payroll records, and making them available for inspection. Contractor shall require any subcontractors to comply with Section 1776. 7. STATUS OF CONTRACTOR Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of CMWD. Contractor will be under control of CMWD only as to the result to be accomplished, but will consult with CMWD as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of CMWD for any purposes. The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. CMWD will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. CMWD will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify CMWD and the City of Carlsbad within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which CMWD may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At CMWD’s election, CMWD may deduct the indemnification amount from any balance owing to Contractor. 8. SUBCONTRACTING Contractor will not subcontract any portion of the Services without prior written approval of CMWD. If Contractor subcontracts any of the Services, Contractor will be fully responsible to CMWD for the acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor. Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and CMWD. Contractor will be responsible for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved in writing by CMWD. 9. OTHER CONTRACTORS CMWD reserves the right to employ other Contractors in connection with the Services. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 3 10. INDEMNIFICATION Contractor agrees to indemnify and hold harmless CMWD and the City of Carlsbad, their officers, officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys’ fees arising out of the performance of the work described herein caused by any negligence, recklessness, or willful misconduct of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. The parties expressly agree that any payment, attorney’s fee, costs or expense CMWD or the City of Carlsbad incurs or makes to or on behalf of an injured employee under the their self-administered workers’ compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement. 11. INSURANCE Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor’s agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report. 11.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless the Risk Manager or Executive Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. CMWD, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense. The full limits available to the named insured shall also be available and applicable to CMWD as an additional insured. 11.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an “occurrence” basis, including personal & advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 11.1.2 Automobile Liability (if the use of an automobile is involved for Contractor's work for CMWD). $2,000,000 combined single-limit per accident for bodily injury and property damage. 11.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Contractor has no employees and provides, to CMWD's satisfaction, a declaration stating this. 11.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor’s profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 4 11.2. Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 11.2.1 CMWD will be named as an additional insured on Commercial General Liability which shall provide primary coverage to CMWD. 11.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 11.2.3 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to CMWD sent by certified mail pursuant to the Notice provisions of this Agreement. 11.3 Providing Certificates of Insurance and Endorsements. Prior to CMWD's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to CMWD. 11.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages, then CMWD will have the option to declare Contractor in breach, or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by CMWD to obtain or maintain insurance and CMWD may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement. 11.5 Submission of Insurance Policies. CMWD reserves the right to require, at anytime, complete and certified copies of any or all required insurance policies and endorsements. 12. BUSINESS LICENSE Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time. 13. ACCOUNTING RECORDS Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of CMWD during normal business hours to examine, audit, and make transcripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 14. OWNERSHIP OF DOCUMENTS All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of CMWD. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcontractors pursuant to this Agreement will be delivered at once to CMWD. Contractor will have the right to make one (1) copy of the work product for Contractor’s records. 15. COPYRIGHTS Contractor agrees that all copyrights that arise from the services will be vested in CMWD and Contractor relinquishes all claims to the copyrights in favor of CMWD. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 5 16. NOTICES The name of the persons who are authorized to give written notices or to receive written notice on behalf of CMWD and on behalf of Contractor under this Agreement. For CMWD For Contractor Name Andrew Wilson Name Dillon Mccarver Title Utilities Superintendent Title Project Manager Carlsbad Municipal Water District Address 1359 Montiel Road Address 5950 El Camino Real Escondido, CA 92026 Carlsbad, CA 92008 Phone 760-871-2171 Phone 760-802-5720 E-mail dmccarver@wcainc.com Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. 17. CONFLICT OF INTEREST Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the requirements of the City of Carlsbad Conflict of Interest Code. The Contractor shall report investments or interests in all categories. Yes ☐ No ☒ 18. GENERAL COMPLIANCE WITH LAWS Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and regulations and will be responsible for the compliance of Contractor's services with all applicable laws, ordinances and regulations. Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants that the services required by this Agreement. 19. DISCRIMINATION AND HARASSMENT PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. 20. DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. Representatives of Contractor or CMWD will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the Executive Manager. The Executive Manager will consider the facts and solutions recommended DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 6 by each party and may then opt to direct a solution to the problem. In such cases, the action of the Executive Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law. 21. TERMINATION In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement for nonperformance by notifying Contractor by certified mail of the termination. If City decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by City and all work in progress to City address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement completed. Based upon that finding City will determine the final payment of the Agreement. City may terminate this Agreement by tendering thirty (30) days written notice to Contractor. Contractor may terminate this Agreement by tendering sixty (60) days written notice to City. In the event of termination of this Agreement by either party and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made. 22. COVENANTS AGAINST CONTINGENT FEES Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, CMWD will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee. 23. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any agreement claim submitted to CMWD must be asserted as part of the agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to CMWD, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code sections 12650 et seq., the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If CMWD seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for CMWD to terminate this Agreement. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 7 24. JURISDICTION AND VENUE Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county. 25. SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon CMWD and Contractor and their respective successors. Neither this Agreement nor any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of CMWD, which shall not be unreasonably withheld. 26. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. /// /// /// /// /// /// /// /// /// /// /// /// /// /// /// /// DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 8 27. AUTHORITY The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement. CONTRACTOR CARLSBAD MUNICIPAL WATER DISTRICT, a Public Agency organized under the Municipal Water Act of 1911, and a Subsidiary District of the City of Carlsbad WEST COAST ARBORISTS, INC., a California corporation By: By: (sign here) Vicki V. Quiram, General Manager as authorized by the Executive Manager Patrick Omalley Mahoney, President (print name/title) By: (sign here) Richard Robert Mahoney, Secretary (print name/title) If required by CMWD, proper notarial acknowledgment of execution by contractor must be attached. If a corporation, Agreement must be signed by one corporate officer from each of the following two groups. Group A Group B Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: CINDIE K. McMAHON, General Counsel By:_____________________________ General Counsel DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 9 EXHIBIT “A” SCOPE OF SERVICES TREE MAINTENANCE SERVICES FOR CMWD PROPERTIES. RESPONSIBLE DUTIES OF CONTRACTOR: 1. Provide professional tree trimming and removal services for CMWD properties. 2. Contractor shall provide a one-time health assessment of all trees currently on CMWD or city-maintained property by CMWD. 3. Contractor shall receive direction from Project Manager on scheduling trees to be trimmed and/or removed on an as-needed basis with approval by project manager. 4. Contractor shall submit a quote to the Project Manager for approval within (7) days of being notified of a potential tree trimming. 5. Contractor shall schedule work within (30) days of quote approval and submit schedule to Project Manager. 6. In the event of an after-hours emergency, Project Manager shall schedule with the Contractor. GENERAL REQUIREMENTS The premises shall be maintained with a crisp, clean appearance and all work shall be performed in a professional, workmanlike manner using quality equipment and materials. CONTRACTOR is expected to have the appropriate staff and equipment available to perform all portions of this CONTRACT within the given time frames. CONTRACTOR shall clearly identify each piece of riding/driving equipment used at areas of service with decals, noting CONTRACTOR'S name (including logo), and phone number. CONTRACTOR shall comply with the provisions of the Immigration Reform and Control Act of 1986, Public Law 99-603. CONTRACTOR shall provide the labor, materials, equipment, tools, services and special skills necessary for the provision of on call tree maintenance services, except as otherwise specified hereinafter. CONTRACTOR shall employ only workers who are competent to perform the work assigned to them, and in the case of skilled labor, who are adequately trained and experienced in their respective trades and who do satisfactory work. Should the CMWD notify CONTRACTOR that any person(s) employed by CONTRACTOR is, in the CMWD'S opinion, incompetent, unfaithful, or insufficiently skilled while on the work site, such person shall be immediately discharged from the work site and shall not be re-deployed thereon except with the written consent of CMWD. Upon commencement of work under this CONTRACT, CONTRACTOR shall be fully equipped and staffed; thoroughly familiar with CONTRACT requirements and prepared to provide all services required. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 10 HOURS AND DAYS OF MAINTENANCE SERVICES The hours of maintenance service shall be 7:00 a.m. to 4:00 p.m. daily for all sites. No exceptions are approved, nor anticipated, by the CMWD. CONTRACTOR is advised that any travel lane closures necessary, on major or arterial roads as defined by CMWD, are subject to limited hours, except as approved, in writing, by CMWD. No work, related to a lane closure, including installation or removal of traffic control devices, may occur outside the hours of 8:30 am. and 3:30 p.m. daily on these roads. The use of all power tools is prohibited daily between 7:00 p.m. and 7:00 a.m., except under emergency circumstances as approved by CMWD. PAYMENT AND INVOICES CONTRACTOR shall present monthly invoices, for all Services performed during the preceding month. Said invoice shall include all required certifications and reports as specified hereinafter. The invoice shall be submitted on or before the fifth (5th) day of each month in the amount of the compensation to be paid by CMWD for all Services rendered by CONTRACTOR under the terms and conditions of this CONTRACT. Said payment shall be made within thirty (30) days upon receiving the invoices, providing that all Services performed during the preceding month has been inspected and accepted by CMWD and that applicable certifications have been submitted in accordance with the provisions of this CONTRACT. SAFETY CONTRACTOR agrees to perform all Services outlined in this CONTRACT in such a manner as to meet all accepted standards for safe practices during the maintenance operation and to safely maintain stored equipment, machines, and materials or other hazards consequential or related to the Services; and agrees additionally to accept the sole responsibility for complying with all CMWD, County, State or Federal requirements at all times so as to protect all persons, including CONTRACTOR'S employees, agents of CMWD, CONTRACTORS, members of the public or others from foreseeable injury, or damage to their property. It shall be CONTRACTOR'S responsibility to inspect, and identify, any condition(s) that renders any portion of the premises unsafe, as well as any unsafe practices occurring thereon. CONTRACTOR shall immediately notify CMWD of any unsafe condition that it observes which requires correction outside the scope of this CONTRACT. However, CONTRACTOR shall be responsible for making minor corrections including, but not limited to; using barricades or traffic cones to alert patrons of the existence of hazards, including trip, slip or fall hazards; so as to protect members of the public or others from injury. CONTRACTOR shall notify CMWD immediately of any occurrence on the premises of accident, injury, or persons requiring emergency services and, if so requested, shall prepare a written report thereof to CMWD within three (3) calendar days following the occurrence. CONTRACTOR shall cooperate fully with CMWD in the investigation of any such occurrence. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 11 DISPOSAL All landscape debris shall be disposed through a landscape material recycling center or reused in some manner. Landscape debris shall not be disposed of in a landfill without prior written approval from CMWD. CONTRACTOR shall dispose of all cuttings, weeds, leaves and other debris from the operation as work progresses. The first collection of trash and non-landscape recycling materials are to be removed from the sites daily by 8:00 a.m. Use of CMWD dumpsters will not be allowed. CMWD shall not be responsible for any disposal of landscape debris, cuttings, weeds, leaves, trash or any other debris and CONTRACTOR shall be responsible to pay all disposal fees. PROTECTION OF EXISTING FACILITIES AND STRUCTURES CONTRACTOR shall exercise due care in protecting from damage all existing facilities, structures and utilities both above surface and underground on CMWD property. Any damage to said property deemed to be caused by CONTRACTOR'S neglect shall be corrected or paid for by CONTRACTOR and at no cost to CMWD. This will include loss of plant material due to improper or inadequate care. If CMWD requests or directs CONTRACTOR to perform work in a given area, it will be CONTRACTOR'S responsibility to contact the various utility companies to verify and locate any underground systems or utility lines. CONTRACTOR shall take responsibility for exercising caution when working in these areas. If CONTRACTOR damages utilities, it will be responsibility of CONTRACTOR to make the necessary repairs at their own expense CONTRACTOR shall provide barriers, which are to be kept in place at all times for the protection of persons other than those engaged on or about the work area from any accident. CONTRACTOR shall be responsible for all accidents to persons or property through any negligence or fault of CONTRACTOR, its agents, employees, and/or subcontractors. CONTRACTOR shall give reasonable notice to the owner(s) of public or private property and utilities when such property is susceptible to injury or damage through the performance of the work, and shall make all necessary arrangements with such owner(s) relative to the removal and replacement or protection of such property or utilities JOB QUOTATION ITEM NO. UNIT UNIT PRICE QTY DESCRIPTION PRICE 1 EA $3,000 1 One-time health assessment and GPS inventory of all trees currently on CMWD or city-maintained property by CMWD $3,000 2 EA $37,000 1 Provide tree maintenance services as directed by the CMWD Project Manager $37,000 TOTAL NOT TO EXCEED* $40,000 *Includes taxes, fees, expenses, and all other costs. /// /// DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 12 SERVICES West Coast Arborists, Inc. will provide services to complete a GIS-Based Urban Tree Inventory on all trees identified by Carlsbad MWD including District-owned properties as directed by the District. The purpose of completing a GIS-Based Urban Tree Inventory is to provide the District with an up-to-date inventory and condition of all trees within the District. The inventory will help guide the District's urban forest management efforts and the development of an Urban Forest Management Plan in the future. West Coast Arborists, Inc. (WCA) will provide the following: • A digitized inventory and assessment database of all trees located within the District locations as directed by District staff • An Arc-view/ArcInfo compatible file in a Windows-based format • Develop tools that will assist the District in meeting their tree goals • Provide training for these tools to District staff • Provide all data developed or created for this project to the District in an electronic editable format • Produce a final project report ("Inventory Deliverable.") We can expect each data collector to collect anywhere between 100-300 tree sites per day considering the weather and physical areas to be collected. No subcontractors will be utilized for this project. Physical Tree Inventory Update and Assessment WCA proposes the following: Conduct a "Scope Refinement" meeting exclusive to the tree inventory process. Discuss the basis for evaluating the District's urban forest and assist staff in determining the total number of trees to be inventoried. Have our Inventory Specialists/Certified Arborist conduct a complete inventory based on the District's approved criteria including all trees. Provide the District with Global Positioning Satellite (GPS) coordinates for each tree inventoried including creating an ESRI ArcView/ArcGIS compatible shapefile. Using a handheld computer and GPS receiver, the inventory collector will identify the trees by their global coordinates of longitude and latitude. Standard attributes to be collected by WCA Data Collector include the following: • Mapping coordinate: X and Y coordinate locations located by GPS DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 13 • Addressing: The facility, school or building address (street number and street name) will be inventoried. For Side (corner) trees the name of the street where the tree is physically located will also be collected. • Area/District: Tree locations will be identified by any of these areas. • Location: The tree's physical location in relation to public Right of Way and/or public space will be recorded. WCA's categories are Front, Side, Median, Slope, Park, Sub-Street Median, Rear, Lot • Species: Trees will be identified by genus, species and common name • Diameter (DBH): Diameter is measured to the nearest inch in one-inch size classes at 4/2 feet above the ground. Tree trunk diameter will also be captured in 6-inch increments (i.e., 0-6", 7-12", etc.) will be recorded at 4.5 Ft. above the ground. • Height (Feet): Tree height in 15-foot increments (i.e., 0-15', 16-30', etc.) will be recorded. • Stems: the number of principle stems a tree has will be recorded. • Condition: Excellent, Very Good, Good, Fair, Poor, Critical, or Dead. Primary Maintenance Needs: Routine Pruning trees regardless of size, suitable for a normal pruning cycle Pruning for Diseased/Declining—trees with declining health which may not need to be removed, but should be pruned and monitored Pruning for Poorly Structured — trees with damaged structure(s) which may be improved by corrective pruning Training Prune - for young trees Removal — Due to overhead spacing Removal — Due to inadequate ground level spacing Removal — Dead trees larger than 6" DBH Removal — Dead trees smaller than 6" DBH Removal — Diseased and/or declining Removal — Due to poor structured DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 14 Removal — Seedling or Volunteer tree Removal—Stumpo Tree Vacant site (optional) Observations / Notes and Date of Survey Overhead Utilities: Yes / No indicator Parkway Type (Growth Space): Parkway / Tree lawn, Tree Well, Raised Planter, Median, Open, Other Parkway Size (Grow Space Size): smallest dimension to nearest whole foot Value of each tree inventoried based on ISA formula The total cost shall include ownership of the data Provide unlimited software & computer support while performing tree maintenance services. Software Updates/Technical Support WCA proposes the following: Unlimited telephone and/or e-mail support to answer questions and aid District staff in the use of the software system. Provide training to District staff as needed. Conduct periodic workshops for software users. Provide routine maintenance, archive, backup, restore, and disaster recovery procedures upon request from the District. Provide upgrades upon release from WCA. Software Capabilities: Compatible with the District's existing and future versions of ESRI ArcGIS Support for Windows and OS products within the current District standards Multi-seat capability Assignable rights for various levels of access Management and reporting capabilities Work order capability Import and export historical service data Specifically written for urban forest management. Ability to export all fields for interaction with other future Asset Management software DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 15 Web-based and app based Universally compatible with Android, Windows, Google, etc. Map-based Ability to query any data field attribute such as, species, dbh, location, condition, etc. SCHEDULE OF COMPENSATION Project Administration and Software No cost while under contract for tree maintenance services. Otherwise, annual fee is $8,000. Meet with District staff to review scope of work, desired deliverables, schedules, and identify the criteria for documenting and evaluating the District's Urban Forest Provide access to our on-line tree management software program called ArborAccess to an unlimited number of District personnel. Cost includes all updates and troubleshooting as necessary. Coordinate the District Information Technology and District staff on training in software use, applications and report preparations features. Physical Tree Inventory Data Collection - Lump Sum $3,000.00 Conduct an inventory of trees located within the District. The District estimates 150 tree sites spread across 12 separate locations. The tree inventory data shall be geo-coded into a Geographic Information System (GIS) database and integrated into the District's existing or other GIS platform. Cost includes inventory delivery, site visits, and travel expenses. Tree Maintenance Services performed by WCA, Inc. Item Description Unit Proposed Prices 1 Tree Prune 0-12 DSH Each $140.00 2 Tree Prune 13-24 DSH Each $220.00 3 Tree Prune 25-36 DSH Each $340.00 4 Tree Prune 37+ DSH Each $640.00 5 Palm Prune 0-24 DSH Each $140.00 6 Palm Prune 25+ DSH Each $240.00 7 Tree 8t Stump Removal 0-24 DSH Each $840.00 8 Tree & Stump Removal 25+ DSH Each $1,940.00 9 Palm Removal & Grinding 0-24 DSH Each $840.00 10 Palm Removal & Grinding 25+ DSH Each $1,940.00 11 Stump Grinding Inch $15.00 12 Plant 15 Gallon Tree Each $220.00 DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 PSA23-2065UTIL General Counsel Approved Version 8/2/2022 16 13 Plant 24" Box Tree Each $420.00 14 Plant 36" Box Tree Each $1,100.00 15 Tree Double Staking Each $25.00 16 Tree Guying Linear Foot $35.00 17 Root Barrier Installation Linear Foot $35.00 18 Root Pruning Linear Foot $35.00 19 Crew Rental (3mn@$267/hr) Man Hour $89.00 20 Emergency Response (3mn@$327/hr) Man Hour $109.00 DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 ABDEHJOHolder Identifier : 7777777707070700077763616065553330773617556304557607453136772406310073650566157330020762404113076110207166015776274512075626735760367740772641557205671207744015352274570077727252025773110777777707000707007 6666666606060600062606466204446200622000424004220206200024042260002062220240422422000622220624006020006222024060040002062200240422400020622000424226002206222206042000422066646062240664440666666606000606006Certificate No :570094282116CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 06/30/2022 IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. PRODUCER Aon Risk Insurance Services West, Inc. Los Angeles CA Office 707 Wilshire Boulevard Suite 2600 Los Angeles CA 90017-0460 USA PHONE(A/C. No. Ext): E-MAILADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # (866) 283-7122 INSURED 36056Navigators Specialty Insurance CompanyINSURER A: 38318Starr Indemnity & Liability CompanyINSURER B: 16109Starr Specialty Insurance CompanyINSURER C: INSURER D: INSURER E: INSURER F: FAX(A/C. No.):(800) 363-0105 CONTACTNAME: West Coast Arborists, Inc. 2200 E Via BurtonAnaheim CA 92806 USA COVERAGES CERTIFICATE NUMBER:570094282116 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.Limits shown are as requested POLICY EXP (MM/DD/YYYY)POLICY EFF (MM/DD/YYYY)SUBRWVDINSR LTR ADDL INSD POLICY NUMBER TYPE OF INSURANCE LIMITS COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR POLICY LOC EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GENERAL AGGREGATE PRODUCTS - COMP/OP AGG X X X GEN'L AGGREGATE LIMIT APPLIES PER: $2,000,000 $1,000,000 $5,000 $2,000,000 $4,000,000 $4,000,000 B 07/01/2022 07/01/20231000100141221 PRO- JECT OTHER: AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY SCHEDULED AUTOS HIRED AUTOS ONLY NON-OWNED AUTOS ONLY BODILY INJURY ( Per person) PROPERTY DAMAGE (Per accident) X BODILY INJURY (Per accident) $2,000,000B07/01/2022 07/01/2023 COMBINED SINGLE LIMIT (Ea accident) 1000198198221 EXCESS LIAB X OCCUR CLAIMS-MADE AGGREGATE EACH OCCURRENCE DED $5,000,000 $5,000,000 07/01/2022UMBRELLA LIABA 07/01/2023SE22EXCZ059NKIC RETENTION X E.L. DISEASE-EA EMPLOYEE E.L. DISEASE-POLICY LIMIT E.L. EACH ACCIDENT $1,000,000 X OTH-ERPER STATUTEC07/01/2022 07/01/2023 Workers Comp CA SIR applies per policy terms & conditions $1,000,000 Y / N (Mandatory in NH) ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER EXCLUDED?N / AN WORKERS COMPENSATION AND EMPLOYERS' LIABILITY If yes, describe under DESCRIPTION OF OPERATIONS below $1,000,000 1000004228 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of Carlsbad (CMWD), its officials, employees and volunteers are included as Additional Insured in accordance with the policy provisions of the General Liability and Automobile Liability policies. General Liability and Automobile Liability policies evidenced herein are Primary and Non-Contributory to other insurance available to an Additional Insured, but only in accordance with the policy's provisions. A Waiver of Subrogation is granted in favor of the City of Carlsbad (CMWD), its officials, employees and volunteers in accordance with the policy provisions of the General Liability, Automobile Liability and Workers Compensation policies. CANCELLATIONCERTIFICATE HOLDER AUTHORIZED REPRESENTATIVECity of Carlsbad 5950 El Camino Real Carlsbad CA 92008 USA ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 _____, I ACC>RC,® ~ I -D □ - - - ~ □ □ - -~ -~ -~ -H I I I I I □ AGENCY CUSTOMER ID: ADDITIONAL REMARKS SCHEDULE LOC #: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:ACORD 25 FORM TITLE:Certificate of Liability Insurance EFFECTIVE DATE: CARRIER NAIC CODE POLICY NUMBER NAMED INSUREDAGENCY See Certificate Number: See Certificate Number: 570094282116 570094282116 Aon Risk Insurance Services West, Inc. 570000083713 ADDITIONAL POLICIES If a policy below does not include limit information, refer to the corresponding policy on the ACORD certificate form for policy limits. INSURER INSURER INSURER INSURER INSURER(S) AFFORDING COVERAGE Page _ of _ NAIC # West Coast Arborists, Inc. TYPE OF INSURANCE POLICY NUMBER LIMITS WORKERS COMPENSATION B 1000004229 07/01/2022 07/01/2023 Workers Comp AZ N/A ADDL INSD INSR LTR SUBR WVD POLICY EFFECTIVE DATE (MM/DD/YYYY) POLICY EXPIRATION DATE (MM/DD/YYYY) SIR applies per policy terms & conditions ACORD 101 (2008/01)© 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 I I COMMERCIAL GENERAL LIABILITYCG 20 10 04 13POLICY NUMBER: 1000100141221 Effective: 07/01/2022 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – SCHEDULED PERSON ORORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE A. Section II – Who Is An Insured is amended to 1.All work,including materials,parts or include as an additional insured the person(s) or equipment furnished in connection with suchorganization(s) shown in the Schedule, but only work,on the project (other than service, with respect to liability for "bodily injury", "property maintenance or repairs) to be performed by ordamage"or "personal and advertising injury"on behalf of the additional insured(s) at the caused, in whole or in part, by:location of the covered operations has beencompleted; or1.Your acts or omissions; or 2.That portion of "your work" out of which the2.The acts or omissions of those acting on your injury or damage arises has been put to itsbehalf;intended use by any person or organizationin the performance of your ongoing operations for other than another contractor or subcontractortheadditionalinsured(s)at the location(s)engaged in performing operations for adesignated above.principal as a part of the same project.However:C.With respect to the insurance afforded to these1.The insurance afforded to such additional additional insureds, the following is added toinsured only applies to the extent permitted by Section III – Limits Of Insurance:law; and If coverage provided to the additional insured is2.If coverage provided to the additional insured is required by a contract or agreement, the most werequiredbyacontractoragreement,the will pay on behalf of the additional insured is theinsurance afforded to such additional insured amount of insurance:will not be broader than that which you arerequiredbythecontractoragreementto 1.Required by the contract or agreement; orprovide for such additional insured.2.Available under the applicable Limits ofInsurance shown in the Declarations;B.With respect to the insurance afforded to theseadditionalinsureds,the following additional whichever is less.exclusions apply:This endorsement shall not increase theThis insurance does not apply to "bodily injury" or applicable Limits of Insurance shown in the"property damage" occurring after:Declarations. CG 20 10 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 Name Of Additional Insured Person(s) OrOrganization(s):Location(s) Of Covered Operations Where Required By Written Contract Where Required By Written Contract Information required to complete this Schedule, if not shown above, will be shown in the Declarations. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 COMMERCIAL GENERAL LIABILITYCG 20 37 04 13POLICY NUMBER: 1000100141221 Effective: 07/01/2022 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PARTPRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART SCHEDULE A. Section II – Who Is An Insured is amended to required by the contract or agreement toprovide for such additional insured.include as an additional insured the person(s) ororganization(s) shown in the Schedule, but only B.With respect to the insurance afforded to thesewithrespecttoliabilityfor"bodily injury"or additional insureds, the following is added to"property damage" caused, in whole or in part, by Section III – Limits Of Insurance:"your work"at the location designated anddescribed in the Schedule of this endorsement If coverage provided to the additional insured isperformed for that additional insured and included required by a contract or agreement, the most wein the "products-completed operations hazard".will pay on behalf of the additional insured is the amount of insurance:However: 1.Required by the contract or agreement; or1.The insurance afforded to such additionalinsured only applies to the extent permitted by 2.Available under the applicable Limits oflaw; and Insurance shown in the Declarations;2.If coverage provided to the additional insured is whichever is less.required by a contract or agreement,the This endorsement shall not increase the applicableinsurance afforded to such additional insured Limits of Insurance shown in the Declarations.will not be broader than that which you are CG 20 37 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 Name Of Additional Insured Person(s) OrOrganization(s):Location And Description Of CompletedOperations Where Required By Written Contract Where Required By Written Contract Information required to complete this Schedule, if not shown above, will be shown in the Declarations. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 Dallas, TX 1-866-519-2522 Primary and Non-Contributory Condition Effective Date: July 1, 2022 at 12:01 A.M.Policy Number: 1000100141221 Named Insured: West Coast Arborists, Inc. This endorsement modifies insurance provided under the: Commercial General Liability Coverage Part A. SECTION IV – CONDITIONS, condition 4. Other Insurance is amended as follows: 1.The following is added to paragraph 4.a. of the Other Insurance condition: This insurance is primary insurance as respects our coverage to the additional insured, where the writtencontract or written agreement requires that this insurance be primary and non-contributory. In thatevent, we will not seek contribution from any other insurance policy available to the additional insuredon which the additional insured is a Named Insured. ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED. Signed for STARR INDEMNITY & LIABILITY COMPANY Steve Blakey, President Nehemiah E. Ginsburg, General Counsel OG 107 (04/11) Page 1 of 1Copyright © C. V. Starr & Company and Starr Indemnity & Liability Company. All rights reserved.Includes copyrighted material of ISO Properties, Inc., used with its permission. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 -Starr Indemnity & Liability Company COMMERCIAL GENERAL LIABILITYCG 20 12 04 13POLICY NUMBER: 1000100141221 Effective: 07/01/2022 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED – STATE OR GOVERNMENTAL AGENCY OR SUBDIVISION OR POLITICALSUBDIVISION – PERMITS OR AUTHORIZATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE a."Bodily injury","property damage"orA. Section II – Who Is An Insured is amended to "personal and advertising injury" arising outinclude as an additional insured any state or of operations performed for the federalgovernmental agency or subdivision or political government, state or municipality; orsubdivision shown in the Schedule, subject to thefollowing provisions:b."Bodily injury"or "property damage"included within the "products-completed1.This insurance applies only with respect to operations hazard".operations performed by you or on your behalffor which the state or governmental agency or B.With respect to the insurance afforded to thesesubdivision or political subdivision has issued a additional insureds, the following is added topermit or authorization.Section III – Limits Of Insurance: However:If coverage provided to the additional insured isrequired by a contract or agreement, the most wea.The insurance afforded to such additional will pay on behalf of the additional insured is theinsured only applies to the extent permitted amount of insurance:by law; and 1.Required by the contract or agreement; orb.If coverage provided to the additionalinsuredisrequiredbyacontractor 2.Available under the applicable Limits ofagreement, the insurance afforded to such Insurance shown in the Declarations;additional insured will not be broader than whichever is less.that which you are required by the contract This endorsement shall not increase theor agreement to provide for such additional applicable Limits of Insurance shown in theinsured.Declarations.2.This insurance does not apply to: CG 20 12 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 State Or Governmental Agency Or Subdivision Or Political Subdivision: Where Required By Written Contract Information required to complete this Schedule, if not shown above, will be shown in the Declarations. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 POLICY NUMBER: 1000198198221 COMMERCIAL AUTOCA 20 48 10 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. DESIGNATED INSURED FORCOVERED AUTOS LIABILITY COVERAGE This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORMBUSINESS AUTO COVERAGE FORMMOTOR CARRIER COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unlessmodified by this endorsement. This endorsement identifies person(s) or organization(s) who are "insureds" for Covered Autos Liability Coverageunder the Who Is An Insured provision of the Coverage Form. This endorsement does not alter coverageprovided in the Coverage Form. This endorsement changes the policy effective on the inception date of the policy unless another date is indicatedbelow. Named Insured: Endorsement Effective Date: 07/01/2022 SCHEDULE Each person or organization shown in the Schedule isan "insured" for Covered Autos Liability Coverage, butonly to the extent that person or organization qualifiesas an "insured" under the Who Is An Insuredprovision contained in Paragraph A.1.of Section II –Covered Autos Liability Coverage in the BusinessAuto and Motor Carrier Coverage Forms andParagraph D.2. of Section I – Covered AutosCoverages of the Auto Dealers Coverage Form. CA 20 48 10 13 © Insurance Services Office, Inc., 2011 Page 1 of 1 Name Of Person(s) Or Organization(s): Where required by written contract Information required to complete this Schedule, if not shown above, will be shown in the Declarations. West Coast Arborists, Inc. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 Dallas, TX 1-866-519-2522 THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US Effective Date: 07/01/2022 at 12:01 A.M.Policy Number: 1000198198221 Named Insured: West Coast Arborists, Inc. This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM Section IV - Business Auto Conditions, A. - Loss Conditions, 5. - Transfer of Rights ofRecovery Against Others to Us, is amended to add: However, we will waive any right of recovery we have against any person or organization withwhom you have entered into a contract or agreement because of payments we make under thisCoverage Form arising out of an "accident" or "loss" if: (1)The "accident" or "loss" is due to operations undertaken in accordance with thecontract existing between you and such person or organization; and(2)The contract or agreement was entered into prior to any "accident" or "loss". No waiver of the right of recovery will directly or indirectly apply to your employees oremployees of the person or organization, and we reserve our rights or lien to be reimbursed fromany recovered funds obtained by any injured employee. All other terms, conditions and exclusions of the policy shall remain unchanged. Signed for STARR INDEMNITY & LIABILITY COMPANY Steve Blakey, President Nehemiah E. Ginsburg, General Counsel SICA 1020 (03/12) Page 1 of 1Copyright © C. V. Starr & Company and Starr Indemnity & Liability Company. All rights reserved.Includes copyrighted material of ISO Properties, Inc., used with its permission. DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 • Starr Indemnity & Liability Company ~ €. ~ V y: 07/01/2022 100 0004228 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 (Ed. 04-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforceour right against the person or organization named in the Schedule. (This agreement applies only to the extent thatyou perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in thework described in the Schedule. 2.0% of the California workers' compensation premiumThe additional premium for this endorsement shall beotherwise due on such remuneration. Schedule Person or Organization Job Description Where required by contractAny person or organization to whom you become obligated to waive your rights of recovery against, under any contract or agreement you enter into prior to the occurrence of loss. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective: Policy No.: Endorsement No.: Insured: W e s t C o a s t A r b o ri s ts , In c.Premium: Insurance Company: S t ar r S p e ci a lt y & L ia bili ty C o m p a n y Countersigned by WC 04 03 06 Page 1 of 1(Ed. 04-84) DocuSign Envelope ID: 12ACD7F4-4816-48E6-AF2B-D39592BEEF05 l vJ