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Item 4BM E M O R A N D U M February 6, 2017 To: Shana Yelverton, City Manager From: Sharen Jackson, Chief Financial Officer Timothy Slifka, Purchasing Manager Subject: Item 4B Approve Contract Renewal for Tree Services with Alpine Tree Services Inc. Action Requested: Approve contract renewal for tree services with Alpine Tree Services Inc. (Primary with Arborist). Background Information: In February 2015 the City Council approved this contract for citywide tree services. This contract includes the City of Keller and City of North Richland Hills as participating cities. The City of Southlake is the lead agency. The contract includes service requirements from each of the cities. By combining these individual city services together under one contract we all benefit from the expanded purchasing power. This is the third renewal of this awarded contract. In FY 2017 Southlake spent $191,000 on tree services. With the addition of the services of the cities of Keller and North Richland Hills the total amount spent by all cities is pushed to $300,000 per year. This combining of services provides all three cities with additional purchasing power. Vendor rates are being held at original 2015 contract rates. No increase is requested at this renewal. This multi-city contract provides all tree services for the City of Southlake, City of North Richland Hills and City of Keller to include;  Tree Pruning  Roadway Right of Way clearing  Tree removal  Tree and brush debris removal  Stump grinding  Tree and brush fertilization services  Tree and brush pesticide services This contract includes tree services requiring an arborist. Financial Considerations: Costs for City of Southlake tree services are funded through budgeted department maintenance accounts. FY 2017 disbursements were $191,000. FY 2018 budgeted amount is $200,000. Strategic Link: C1 – Achieve the highest standards of safety and security. C2 – Provide travel convenience within the city and region C3 – Provide attractive and unique spaces of enjoyment of personal interests B2 – Collaborate with select partners to implement service solutions Citizen Input/ Board Review: None Legal Review: Attorney reviewed original proposal documents as to form Alternatives: Deny approval and re-bid citywide tree services Supporting Documents: Contract documents Staff Recommendation: Approve contract renewal for this multiple city service. December 18, 2017 Alpine Tree Service Inc. 1900 Brumlow Ave. Southlake, Texas 76092 Attn: Mr. Derek Neubauer Subject: Notification of Contract Renewal for Tree Services for City of Southlake RFP1409B200TS140012 Dear: Mr. Neubauer: The City of Southlake is providing notification of contract renewal, pending City Council approval, for “Tree Services for City of Southlake RFP1409B200TS140012”. This renewal shall become effective February 17, 2018 pending City Council approval (CC Award date _________) and shall continue in full force based on the terms and conditions of the initial award. The terms and conditions proposed and accepted in this renewal agreement are as follows: Line Items Awarded: All Items Primary Vendor with arborist per department needs Payment Terms: Net 30 days (Unless otherwise noted – such as pre- and/or partial payment) Method of Payment: Shall be made by purchasing card or purchase order. Delivery Terms: FOB Destination Delivery Locations: IF STATED IN RFB DOCUMENT Term of Contract: Shall be effective for twelve months from date of renewal and is eligible for up to one (1) more one (1) year annual renewals. City Contact: Tim Slifka 817-748-8312 Send all billing to: City of Southlake 1400 Main Street, Suite 440, Accounts Payable Southlake, TX 76092 or Email: accountspayable@ci.southlake.tx.us Other Charges: The City of Southlake is a tax exempt municipal corporation and is exempt from all federal, state, and local sales taxes. All other specifications, terms and conditions shall be as provided in the original procurement documents. No other attachments to or in response to this agreement will be accepted unless approved in writing by the Purchasing Manager or an authorized representative of the City of Southlake. Thank you for participating in our procurement process. Please call 817-748-8312 with any questions. Sincerely, T i m S l i f k a Purchasing Manager CPPO, CPPB C i t y o f S o u t h l a k e 1400 Main Street, Suite 440 Southlake, Texas 76092 tslifka@ci.southlake.tx.us Attest: ________________________ Fax: 817-748-8010 C a r o l A n n B o r g e s , T R M C Contract Renewal Accepted: City Secretary Signed: ____________________ Date: ______________ Approved as to Form and Legality: Mayor Laura Hill _____________________ City of Southlake City Attorney OTF OF ORIGINAL DOCUMENT T E CITY OF SOUTH,•• KE Council Actio Ord./Res.No. December 30,2015 Date Approved n2- Oa- I Co Alpine Tree Service Inc. 1900 Brumlow Ave. Southlake,Texas 76092 Attn: Mr. Derek Neubauer Subject: Notification of Contract Extension for Tree Services for City of Southlake RFP1409B200TS140012 Dear: Mr.Neubauer: The City of Southlake is providing notification of contract extension,pending City Council approval, for"Tree Services for City of Southlake RFP1409B200TS140012". This extension shall become effective February 17,2016 pending City Council approval(CC Award date d.0'1-I(p )and shall continue in full force based on the terms and conditions of the initial award. The terms and conditions proposed and accepted in this renewal agreement are as follows: Line Items Awarded: All Items Primary Vendor with arborist per department needs Payment Terms: Net 30 days(Unless otherwise noted—such as pre-and/or partial payment) Method of Payment: Shall be made by purchasing card or purchase order. Delivery Terms: FOB Destination Delivery Locations: IF STATED IN RFB DOCUMENT Term of Contract: Shall be effective for twelve months from date of renewal and is eligible for up to three(3) more one(1)year annual renewals. City Contact: Tim Slifka 817-748-8312 Send all billing to:City of Southlake 1400 Main Street, Suite 440,Accounts Payable Southlake,TX 76092 or Email:accountspavable(a,ci.southlake.tx.us Other Charges: The City of Southlake is a tax exempt municipal corporation and is exempt from all federal, state,and local sales taxes. All other specifications, terms and conditions shall be as provided in the original procurement documents. No other attachments to or in response to this agreement will be accepted unless approved in writing by the Purchasing Manager or an authorized representative of the City of Southlake. Thank you for participating in our procurement process. Please call 817-748-8312 with any questions. Sincerely, v--f/YYI Tim Slifka Purchasing Manager PO,CPPB TL4, ,''City of Southlake Ov,te., ., tt F 1400 Main Street, Suite 440 Southlake,Texas 76092 0 k tslifka@ci.southlake.tx.us Attest: /A li ' _ >-: "/v Fax: 817-748-8048 Lori Payne,T' ff` " Contract Renewal Accepted: City Secretary cti +++•'*+ Signed: iffA0LA. : I Date: p7 eR 'at)He Approved as to Firm and Legali , Mayor Laura Hill City of Southlake City Attorney Xi Or ORIGINAL DOCUMENT SOS ILAKE CITY OF SOUTH KE 111 Council Actio g OrdRes No Date Ap proved l 7 2 i 5 February 11 2015 Alpine Tree Service Inc 1900 Brumlow Ave Southlake Texas 76092 Attn Mr Derek Neubauer Subject Award of Contract for Tree Services for City of Southlake RFP1409B200TS140012 Dear Mr Neubauer The City of Southlake is pleased to inform you that Alpine Tree Service Inc of Southlake Texas is the Primary awarded vendor for Tree Services for City of Southlake RFP1409B200TS140012 with arborist and without arborist The award and this agreement are based on your proposal submission copy enclosed This is a multiple vendor award contract Your companys isthePrimaryvendorforthiscontractThisawardwasapprovedbytheCityofSouthlakeCityCouncilon217S The terms and conditions proposed and accepted in this agreement are as follows Line Items Awarded All items Primary Vendor with and without Arborist per department needs Payment Terms Net 30 days Unless otherwise noted such as pre and or partial payment Estimated Quantities The City does not guarantee to purchase any minimum or maximum quantity but does contemplate purchasing the awarded items exclusively during the term of the contract from the successful vendors Method of Payment Shall be made by City procurement card or purchase order Delivery Terms FOB Destination Delivery Locations Vendor Delivery or City employee pick up Term of Contract The term of awarded contract shall remain in effect for twelve months from date of initial City Council approval and is eligible for up to four 4 one 1 year annual renewals City Contact Tim Slifka 817 748 8312 Send all billing to City of Southlake 1400 Main Street Suite 440 Accounts Payable Southlake TX 76092 or via email to accountspavable aecisouthlaketxus Other Charges The City of Southlake is a tax exempt municipal corporation and is exempt from all federal state and local sales taxes All other specifications terms and conditions shall be as provided in the original procurement documents No other attachments to or in response to this agreement will be accepted unless approved in writing by the Purchasing Manager or an authorized representative of the City of Southlake Thank you for participating in our procurement process Please call 817 748 8312 with any questions Sincerely L e7e74TimSlifkaCPPOCPS TH Purchasing Manager p City of Southlake 7 fit 1400 Main Street Suite 440 y Southlake Texas 76092 4 1flam tslifkacci southlaketx us Attest 3 Fax 817 748 8048 0Z Lori Payne TRM r Contract and Award Accepted City Secretary m Nie Signed Date tec217 r7CJS Approved as to Form and Leg ity MayorJohnTerrell J 4 I City of Southlake City Attorney J Appendix B Proposal Submittal Checklist To determine validity of proposal Appendix B pages 9 through 20J must he included in the proposal submittal i Appendix C Conflict of Interest Form page 20 must be included in the proposal submittal VVendor Vehicle and Equipment List Arborist Certification Information RFP Number RFP1409B200TS140012 Project Title PROVIDE TREE SERVICES Submittal Deadline 300 PM CST FRIDAY NOVEMBER 14 2014 Submit electronically to wwwsecurebidusacom Requires email account login and password yy Proposer Information Proposers Legal Name t I 1 rz V c 171 C Address IVY r A I j vt City State Zip to c Federal Employers Identification Number 73 lL qq2 Phone Number S7 6 7733 Fax Number II q j 4 E Mail Address I a i r1 t a e se4 vek tv c m Proposer Authorization I the undersigned have the authority to execute this Proposal in its entirety as submitted and enter into a contract on behalf of the Proposer Printed Nance and Position of Authorize e veF r Pee t Signature of Authorized RepresenSatictl Signed this day of i srt month Oq year I learned of this Request for Proposals by the following means Newspaper Advertisement X City Email Notification Southlake Website Cold Call to City Mailed Me a Copy Other SecureBid City of Southlake RFP1409B200TS140012 Page 9 of 21 Appendix B Proposal continued I REQUIRED PROPOSAL INFORMATION IN ORDER FOR A PROPOSAL TO BE CONSIDERED COMPLETE AND TO BE EVALUATED FOR A CONTRACT AWARD BY THE CITY PROPOSER MUST SUBMIT ALL OF THE FOLLOWING INFORMATION Proposed Products and or Services A Product or Service Description Proposers should utilize this section to describe the technical aspects capabilities features and options of the product andor service proposed in accordance with the required Scope of Services as identified in Appendix A Promotional literature brochures or other technical information may be used B Additional Hardware Descriptions Proposers should also include in this section a detailed description of what additional hardware and or software if any would be required by the City in order to fully utilize the goods andor services proposed C Guarantees and Warranties Each Proposer shall submit a complete copy of any warranties or guarantees provided by the manufacturer or Proposer with the Proposal submitted D Project Schedule Delivery Date Proposer must provide a project schedule noting all projected completion dates for segments of the Project from startup to completion and all delivery dates for goods covered by the RFP The Proposal must show the number of days required to deliver and install the product or equipment after the receipt of the Citys Purchase Order 2 Cost of Proposed Products and or Services A Pricing Pricing shall reflect the full Scope of Services defined herein inclusive of all associated cost for delivery labor insurance taxes overhead and profit B Schedule of Pricing Proposer shall quote unit pricing in accordance with the itemized listing of products or contract segments stated in the Scope of Services and using the following format Item Description of Products Services Rate SERVICES WITH CERTIFIED ARBORIST ON STAFF 1 Pruning Services Tree Pruning Services with a Two 2 Man Crew and Equipment per Scope of Services 5 A3 hour Tree Pruning Services with a Three 3 Man Crew and Equipment er Sco e of Services hourperP515 Tree Pruning Services with a Four 4 Man Crew and Equipment per Scope of Services 1 hour 2 Right ofWay Clearance Roadway Right of Way Clearing Per Scope of Services S D v man hour 3 Tree Removal Services 1 2 man crew 1 tree climber 1 ground man S hour 3 man crew 2 tree climber 1 ground man s 216 hour Other Crew configuration Please list ora j j i t L I ett C tat sT t rfG r c S hour City of Southlake RFP 1409B200TS 140012 Page 10 of 21 4 Stump Grinding Stump Grinding to Include All Stumps Regardless of Diameter Per Scope of Services S 3 inch 5 Certified Arborist Cost per hour for Certified Arborist to perfonn orr o supervise work as required or requested per Scope per hr of Services wOAli vaf914 5 ir4are 0 Gr 1ta3 6 Fertilization and Pesticide Application S t inch Fertilization soil injection foliar S 2O sqft CO gallon t1 inch Pesticide Application soil injection foliar j 5 sqft gallon 7 Travel Charge All vendor travel charges should be included in S per mile hourly rates listed above If they are not please list 1 travel charge per mile att miles 8 Other Vendor Fees Other Vendor Fees as Required Please Describe S 5 I T City of Southlake RFP14098200TS140012 Page I 1 oft 1 0CYtr j if y fG C J S d 51f CLlfr7dIvtiarieS570rr41i1iCftrrNTGi y ee f t rnenirSFerriSsNectajaloerb61 Item Description of ProductsServices Rate et j co e VertSERVICESWITHOUTCERTIFIEDARBORISTONSTAFFLfsue 1 Pruning Services Tree Pruning Services with a Two 2 Man Crew tai y and Equipment per Scope of Services J 3g hour siyuyt 7 Tree Pruning Services with a Three 3 Man Crew 012 and Equipment per Scope of Services S i hour Tree Pruning Services with a Four 4 Man Crew and Equipment per Scope of Services S 36 hour 2 Right ofWay Clearance Roadway Right of Way Clearing Per Scope of Services to roman hour 3 Tree Removal Services 2 man crew 1 tree climber 1 ground man S hour 3 man crew 2 tree climber 1 ground man hour Other Crew configuration Please list Crz f2 Jl l h 4 1 1 5 a h our 4 Stump Grinding Stump Grinding to Include All Stumps Regardless of Diameter Per Scope of Services 3 inch 5 Fertilization and Pesticide Application oS ti inch Fertilization soil injection i foliar S 020 sqtt gallon inch Pesticide Application soil injection foliar S jam sqft gallon 6 Travel Char e All vendor travel charges should be included in S 7 per milehourlyrateslistedabovelftheyarenotpleaselist travel char e er mile after miles 7 Other Vendor Fees Other Vendor Fees as Required Please Describe iS S S City of Southlake RFPI4O9B200TS1 101112 Page 12 of 21 3 Term of Contract and Option to Extend Any contract resulting from this RFP shall be effective for twelve months from date of award The City anticipates that contract shall be renewed pursuant to the availability of funds and at the discretion of the City The following clauses shall be included in the contract A Option Clause It is agreed that City will have the option to extend the contract for up to four 4 additional years in one year intervals To exercise this option the City shall serve notice 30 days prior to contract termination or to the end of any one year extension The Option to Extend will not be considered if funding is unavailable or if the contractors past performance is not within the industry standard B Escalation Clause Should market conditions prevail which dictate an increase the successful contractor may submit documentation requesting permission to increase pricing no later than 30 days after receiving notice from the City of its intent to extend the agreement Escalation may only occur at the time of renewal and only upon securing the approval of the City in writing Requests for price adjustments must be solely for the purpose of accommodating an increase in the contractors cost not profits Vendors shall show in this quote their anticipated percent of escalation ifwhen the option to extend is exercised The percent quoted will be a maximum In addition the percentage proposed will be a factor in determining the best value to the City It is the average price over the period of the contract that will be the price factor considered in the evaluation of this quote Quotes in which negative or no escalation is shown will be considered as 0 escalation C Price Increases Upon Extension If approved by the City the Contractor shall modify the rates charged by the Contractor to reflect any changes shown in the comparative statement delivered totheCityThemaximumincreaseallowedunderthisprovisionshallbefourpercent4peryear The City shall have authority in its reasonable discretion to determine the validity of any change in Contractors rates City cannot exercise the Option to Extend with any price increases unless the Vendor completes the section of the Quote requesting anticipated percentage of annual escalation FIRST ADDITIONAL YEAR FY 2015 2016 ESCALATION 0 SECOND ADDITIONAL YEAR FY 2016 2017 ESCALATION THIRD ADDITIONAL YEAR FY 2017 2018 ESCALATION 0 FOURTH ADDITIONAL YEAR FY 20182019 ESCALATION 0 4 Proposers Experience Staff A Project Team Identity all members of the Proposers team including both team members and management who will be providing any services proposed and include information which details their experience B Removal or Replacement of Staff if an assigned staff person must be removed or replaced for any reason the replacement person must be approved by City prior to joining the project C Business Establishment State the number of years the Proposers business has been established and operating If Proposers business has changed names or if the principals operating the business operate any similar businesses under different names or have operated any other businesses or changed the legal status or form of the business within the last five 5 years all names of predecessor business names affiliated entities and previous business entities operated by the principals if different than present must be provided City of Southlake RFP1409B200TS140012 Page I3 of 21 State the number of years experience the business has 9 and the number of employees D Project Related Experience All Proposals must include detailed information that details the Proposers experience and expertise in providing the requested services that dernonstrates the Proposers ability to logically plan and complete the requested project 5 References Proposer shall provide four 4 references where Proposer has performed similar to or the same typesofservicesasdescribedherein Reference 1 Client Company Name Contact J Name Contact Title LI f5 JLrJ5r reeTS 9 Phone Email377qY60i IractlFA 0c5ctThlejcc TX tt Date and Scope of Work Provided Tree frua1S aWJctecr rre re tom 1 4 Srp 1r L4CLArrenIfzz51isLeitc7LfLT3rJD5nCza6 Reference n2 Client Company Name 1 y 57a krk 2 Contact Name r17Ke 5 e jt Ze Contact Title r l 5 yjJj o ft s 1 r tAl L kS 5 Phone Email mi ta carkippkc xr sie77if1O177Liiltt1rrrrice1trxf115DateandScopeofWorkProvidedTiferw11rrmt5v1Afetat2r4Iv72t1relf1Sc1Irc2Co1tsirDr5fk1itthCamCel244b N Reference 3 Client Company Name fiy O V f ri G r ji S Contact Name Contact Title ckrAU 1 pc kr 3 ik pcPhone 111 ikr EmailS6629 5 PnrhrxccbateandScopeofWorkProvidedQzfunirrESrjr4Fzrtc1PiY L f G f T rre Slv j f rciZ f1J 111 Arid 61 fs C 5 C 7 Reference 4 Client i Company Name 115 c vfle ICA4fe 4r51t Pr rContactNameContactTitle LIA5iS1 Lii1l t D A1 3dr ts Phone Email 1 7 Y7 SY5 b17G1 657Z I ir1v m ac is brAlsIic 54 seiirtcr Date and Scope of Work Provided I AJ rv L ZL er eeL reMa t 57 Mt n 11A An s City of Southlake RFT1409B2001S140012 Page 14 of 21 6 Trade Secrets and or Confidential Information Trade Secrets and or Confidential Information This proposal does does not contain trade secrets and or confidential information If applicable describe such trade secrets and confidential information and the basis for your assertion that such material qualifies for legal protection from disclosure 7 Cooperative Governmental Purchasing Notice Other governmental entities maintaining interlocal agreements with the City may desire but are not obligated to purchase goods and services defined in this RFB from the successful Bidder All purchases by governmental entities other than the City will be billed directly to and paid by that governmental entity The City will not be responsible for another governmental entitys debts Each governmental entity will place their own orders with the successful Bidder and be responsible for ensuring full compliance with the RFB specifications Prior to other governmental entities placing orders the City will notify the successful Bidder of their intent Please indicate below if you will permit other governmental entities to purchase from your agreement with the City Yes Others can purchase No Only the City can purchase 8 Federal State and or Local Identification Information A Centralized Master Bidders List registration number B Prime contractor HUB MWBE registration number C An individual Proposer acting as a sole proprietor must also enter the Proposers Social Security Number 11 CONTRACT TERMS AND CONDITIONS EXCEPT WHERE PROPOSER MAKES SPECIFIC EXCEPTION IN THE SUBMITTED PROPOSAL AIVY CONTRACT RESULTING FROM THIS RFP WILL CONTAIN THE FOLLOWING TERMS AND CONDITIONS WHICH PROPOSER HEREBY ACKNOWLEDGES AND TO WHICH PROPOSER AGREES BY SUBMITTING A PROPOSAL 1 Delivery of Products and or Services A Payment berms Unless otherwise specified in the Scope of Services or otherwise agreed to in writing by the City payment terms for the City are Net 30 days upon receipt of invoice B Warranty of Products and Services All products furnished under this contract shall be warranted to be merchantable and good quality and fit for the purposes intended as described in this Proposal to the satisfaction of City and in accordance with the specifications terms and conditions of the Scope of Services and all services performed shall be warranted to be of a good and workmanlike quality in addition to and not in lieu of any other express written warranties provided C Late Delivery or Performance If Proposer fails to deliver acceptable goods or services within the timef atnes established in the Project Schedule the City shall be authorized to purchase the goods or services from another source and assess any increase in costs to the defaulting Proposer who agrees to pay such costs within ten days of invoice D Title to Goods and Risk of Loss For goods to be provided by Proposers hereunder if any the title and risk of loss of the goods shall not pass to City until City actually receives takes possession and accepts the goods and the installation of such goods has tested the system and determined that it is in good and acceptable working order City of Southiake RFP14O9B2OOTS140012 Page 15 of 21 2 Miscellaneous A Independent Contractor Proposer agrees that Proposer and Proposers employees and agents have no employer employee relationship with City Proposer agrees that if Proposer is selected and awarded a contract City shall not he responsible for the Federal Insurance Contribution Act FICA payments Federal or State unemployment taxes income tax withholding Workers Compensation Insurance payments or any other insurance payments nor will City furnish any medical or retirement benefits or any paid vacation or sick leave B Assignments The rights and duties awarded the successful Proposer shall not be assigned to another without the written consent of the Purchasing Manager Such consent shall not relieve the assigner of liability in the event of default by the assignee C Liens Proposer shall indemnify and save harmless the City against any and all liens and encumbrances for all labor goods and services which may be provided to the City by Proposer or Proposers vendors and if the City requests a proper release of all liens or satisfactory evidence of freedom from liens shall be delivered to the City D Gratuities Bribes Proposer certifies that no bribes in the form of entertainment gifts or otherwise were offered or given by the successful Proposer or its agent or representative to any City officer employee or elected representative with respect to this RFP or any contract with the City and that if any such bribe is found to have been made this shall be grounds for voiding of the contract E Financial Participation Proposer certifies that it has not received compensation from the City to participate in preparing the specifications or RFP on which the Proposal is based and acknowledges that this contract may he terminated and or payment withheld if this certification is inaccurate F Required Licenses Proposer certifies that he holds all licenses required by the State of Texas for a provider of the goods andfor services described by the Scope of Services herein G Authority to Submit Proposal and Enter Contract The person signing on behalf of Proposer certifies that the signer has authority to submit the Proposal on behalf of the Proposer and to bind the Proposer to any resulting contract H Compliance with Applicable Law Proposer agrees that the contract will be subject to and Proposer will strictly comply with all applicable federal state and local laws ordinances rules and regulations 3 Financial Responsibility Provisions A Insurance The Proposer consistent with its status as an independent contractor shall carry and shall require any of its subcontractors to carry at least the following insurance in such form with such companies and in such amounts unless otherwise specified as City may require 1 Workers Compensation and Employers Liability insurance including All States Endorsement to the extent required by federal law and complying with the laws of the State of Texas ii Commercial General Liability insurance including Blanket Contractual Liability Broad Form Property Damage Personal Injury Completed Operations Products Liability Premises Liability Medical Payments Interest of Employees as additional insureds and Broad Form General Liability Endorsements for at least One Million Dollars 1000000 Combined Single Limit Bodily Injury and Property Damage on an occurrence basis City of Southlake RiP1409B2OOTS140012 Page 16 of 21 iii Comprehensive Automobile Liability insurance covering all owned non owned or hired automobiles to be used by the Contractor with coverage for at least One Million Dollars 1000000 Combined Single Limit Bodily Injury and Property Damage B Indemnification Proposer agrees to defend indemnify and hold harmless the City all of its officers Council members agents and employees from and against all claims actions suits demands proceedings costs damages and liabilities including reasonable attorneys fees court costs and related expenses arising out of connected with or resulting from any acts or omissions of Proposer or any agent employee subcontractor or supplier of Proposer in the execution or performance of this contract without regard to whether such persons are under the direction of City agents or employees City of Southlale RFP I409B200TS 140012 Page i 7 of 21 Appendix C Form CIQ INFORMATION REGARD1 1Y i F1 DOR CONFLICT OF INTEREST QUESTIONNAIRE WHO A person must file a conflict ut interest questionnaire with the City ii the perstn has a employment or business rclttionship with art officer of the City that results in taxable income exceeding S25 t during the preceding Itxeive month period or au officer or a member of the officers family has accepted gifts with an igengate value of more than 250 daring the previous tyyely c month period and the peon engage in any of the yi owi a actions t contracts or seeks lot contract tor t siale ur purchase oiproperIy goods or scrices With the Cit including an of the following a wrincn and implied ci ntraas utility purchases purchase orders credit card purchases an any purchase of good and seryiciss by the City h contracts for the purchase or sale of real properl personal property including an aucton of propcny tax abatement and c onic deveioputein areentents submits it hid to sell goods or services or responds to a relucst for proposal for services 3 enters Into negotiations with the t ity for t contract or 4 applies fiir a tax abatement and or economic dr clopment incentive hat will result in a contract vith the City TILE FOLLOWING ARE CONSIDERFt OFFICERS OF THE CITY 1 Mayor and City Council L1emhers City tanager 3 Board and onunassion numbers appointed by the Mayor or City Council members 4 t rectors of 4 and 41i deyrh tt anent cot i toatioc s 5 the executive directors or rlsatagter of d and 4 t3 development corporations and h 1irectotrl elite City of Saulhi k wwlw Bake authority to sign contracts tu behalf of the i EXCLUSIONS A ques iormaite satitement nerd net hi tiled if the money paid to a local government officer was a polaicai contribution a git to a member of the tIliecC s flmilk from a family member a contract or purchase of ts that S250t1 or a transaction at a price and suhaect iil ai distsl I641t 1 tivil City of Southtake RFP1409B200TSI40012 Page I8 of 2I to terms available to the public a payment for food lodging transportation or entertainment or a transaction subject to rate or tee regulation by a governmental entity or agency WHAT A person or business that contracts with the City or who seeks to contract with thc City must file a conflict of interest questionnaire FORM CRC which is available online at awwcthiejtateis u and a cope of which is attached to this Guideline 1he ronu contains mandatory disclosures regarding employment or business relationships with a municipal officer Officials men be asked to clarify or interpret various portions of the questionnaire WHEN The person or business must live 1 the questionnaire no later than seven days alter the date the person or business beeins contract discussions or negotiations with the municipality or whmits an application responds to a request or proposals or hits correspondence or other writing related to a potential eontntct or agreement with thc rev and an updated questionnaire within seven days after the date of an event that would make a filed qestionrtire ineompletc or inaccurate It dues not matter it the submittal of a bid or proposal results in a contntct ite Statute requires a vendor to file a FORM CIO at the time a proposal is submitted or negotiations commence WHERE The vendor or potential vendor must mat or deliver a completed questionnaire to the Finance Department The Finance Department is required br law to post the statements on the Citts inlernet Hebsitc ENFORCEMENT f ai ure to file a questionnaire is a class misdemeanor punishable by a tine not to exceed S50Q It is ac exception to prosecution that the person tiles a FORM 1Q not later than Seen husiuess days after the person reieivcd notice Ora violation NOTE Fite City does not have 3 duty to ensure that a person tiles a conflict of interest quest ionntirc City of Southlake REP 1409B200TS 140012 Page 19 of 21 CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ i For vendor Or other person doing business with kcal aoverrttnento enbty i etrs gen Alemra7e Te1tc7s 711zele to 7ai iaw 11 47 149 11Wft 14 5e7gat ts2en 1111111a1 1 75 44 15 e n c 4 7rre 1 Lo ze 37 e CI W71 7135 a 1 us W227 tea al 7 a der 1 176 77 a eard ir pcerao eaC el 22 T077 7 7 3 i 10521 Er1 177 13 13 o 1 777 Ifiv TO C rs PC1 Ce7n 4 7fttr2 11 727772 i 273 75 17 1 Lnra riz if nithf 7 12 a 122 C lere L Ni her cte 3 q f4Mity t4 7 Mg aFt tt177ala 7 3 reev11127 7W tare 7 4 C1 itt 4 1 0 ZI 1i 41Vt i i 3 et1A With INrt It 1 tWier701erw or im atic711 i 1 11 i 1 7 k 11 1 x 5 7 1 24 r1 Ici n I v1 212 2 a2 7k ir 7rrt t r r 77 1 7 117 tlr c 7 r s 5 24 W 5i A S ZY1 c 1 a a 17 7 2vea a g 1 r a 2 11 2 72 2 72 r 2 71 11 777 e a 7 2 r 77 e71 12ea 7 sr 1 7 r v S e f 11 1 1 7 4 7 1 22 72 re 2 i 71 7 2 i 1 t7 121 7r 7 2 1 a e 7 r 2 i L 14 1 City cif Southiake RFP140913200TS140012 Page 20 of 21 V TREE SERVICE 1900 Brurnlow Avenue Southlake Texas 76092 817656 8733 office 817421 6863 fax info@alpinetreeservicecom Equipment List Quantity Item 5 Tree Service Chip Trucks Forestry Bodies 4 2013 Hino 338 w Southco 1472 20 cubic yard forestry body 1 2013 1 338 Hook lift container truck with Swapioader SL 180 hoist and Southcu 1472 20 cubic yard forestry body removable or rolloff containers of 20 cubic yard capacity as needed 6 18 Capacity Bandit Wood Chippers All chippers include rear mounted winches 3 2012 Bandit 1590XP 142 HP 18 diameter capacity 2 2013 Bandit 1590XP 142 I iP 18 diameter capacity 1 2014 Bandit 1590XP 142 HP 18 diameter capacity to be delivered by 123114 1 2006 Isuzu Spray Truck 1 Multi purpose 4 tank configuration i 4t10 ll ui U ill ut 30 f111 arlcit 1 Smith 210 CFM Industrial tow behind air compressor 2 Air Spades 2 Bandit Stump Grinders 1 2012 Bandit Stump Grinder 2350 412 HP 1 2012 Bandit Stump Grinder 220 27 11P 1 Stump Grinding Truck 1 2015 Ford F250 tvith Royal service body 1 Aerial Lift 1 2013 Platform Basket 1890 hY working height all terrain aerial lift 2 Trailer 1 2014 Diamond C18 tilt deck flatbed trailer for aerial lift 1 2011 Cargo Mate enclosed trader for stump grinder 5 Arborists Trucks 4 2010 Ford F150 1 2014 Ford F150 1 of 2 p 4 z r 1900 Brumlow Avenue Southlake Texas 76092 817656 8733 office 817 421 6863 fax info@alpinetreeservicecom Outline of Services Experience and Staff Alpine Tree Service has been in business since 1996 and has maintained an excellent reputation by providing our services with the highest regard to quality safety and overall professionalism Alpine Tree Service provides professional services of tree pruning tree removal brush chipping stump grinding consultation fertilization insect control and disease control We also offer root flare excavation and aeration by means of an Air Spade tool and operator If needed we own an all terrain 60 working height aerial lift to assist in the occasional dead tree too hazardous to climb or positioned in a way where the lift is the safer more efficient method We employ 5 ISA Certified Arborists Estimators three of which are also TDA Licensed Pesticide Applicators Derek Neubauer owner 19 years with Alpine Tree Service Certified Arborist TX 1273A since 2001 Jeremy Patterson 14 years with Alpine Tree Service Certified Arborist TX 3228A since 2003 Cory Herpel BS Environmental Conservation MS Horticulture 45 years with Alpine Tree Service Certified Arborist TX 3753A since 2010 Wesley Rivers BS Urban Forestry approx 3 months with Alpine Tree Service Certified Arborist TX 3642A since 2009 Kenneth Shook approx 15 years with Alpine Tree Service Certified Arborist NE 0330A since 1999 Each Arborist has maintained their CEUs as required and attended many additional training educational opportunities beyond what is required by ISA We employee 5 crew leaders varying in tenure from a minimum of 5 years to our most senior crew leader of 16 years Each of these crew leaders have participated in numerous hours of classroom and field training and adhere strictly to ANSI A300 and ANSI Z1331 Standards We also employ 10 other crew members whom operate as climbers and groundsmen as scope of work requires Our service employees are thoroughly trained in these areas and consistently adhere to the aforementioned textbook standards We have 1 Office Manager and 1 Administrative Assistant handling the administration in our office Our trucks chippers and equipment are all purchased new kept clean and well maintained at all times Our field service employees are uniformed and wear ANSI Class 2 traffic safety vests at all times Every company vehicle we own has a GPS tracking system installed with verifiable updates of whereabouts every 2 minutes These trip reports are archived within the software database and can be made available days weeks or even months later if required 2 of 2 op TEXAS DEPARTMENT OF AGRICULTURE TODD STAPLES COMMISSIONER P 0 80X12847 AUSTIN TX 787112847 877 LICAGRI 8775422474 For the hearing impaired 800 7352989 TDD 800 7352988 VOICE 4 vvinivvtdastatetxus 7ExNs NURSERYIFLORAL CERTIFICATE OF REGISTRATION This is to certify that the person listed below is licensed to sell nurseryfloral products at the indicated location in accordance with Texas Agriculture Code Chapter 71 ALPINE TREE SERVICE Client Name ALPINE TREE SERVICE INC 1900 BRUMLOW AVE SOUTHLAKE TX 76092 TDA Client No 00355492 CERTIFICATE NO 0609118 CERTIFICATE TYPE NURSERY FLORAL CLASS 1 Effective Date September 30 2014 Expiration Date September 30 2015 TEXAS DEPARTMENT OF AGRICULTURE TODD STAPLES COMMISSIONER a yr P O BOX 12847 AUSTIN TX 78711 2847 877 LICAGRI 877 542 2474 r XAS For the hearing impaired 800 735 2989 TDD 800 735 2988 VOICE wwwtdastatetxus COMMERCIAL PESTICIDE APPLICATOR LICENSE This is to certify that the person whose name appears below has met TDA Client No 00522693 the requirements of Texas Agriculture Code Chapter 76 relating to application of restricted use or state Limited use pesticides or TDA License No 0632876 regulated herbicides This license is issued for purchase and application of restricted use or state limited use pesticides or Effective Date October 31 2014 regulated herbicides to be used according to label directions consistent with the use categories listed below Expiration Date October 31 2015 KENNETH SHOOK 4204 LITTLE BEND COURT KELLER TX 76244 CATEGORIES 3A TEXAS DEPARTMENT OF AGRICULTURE 1of rc4 TODD STAPLES COMMISSIONER 1POBOX12847AUSTINTX787112847a877LICAGRI8775422474exNs For the hearing impaired 800 735 2989 TDD 800 735 2988 VOICE wwwtdastatetxus COMMERCIAL PESTICIDE APPLICATOR LICENSE This is to certify that the person whose name appears below has me TDA Client No 00335532 the requirements of Texas Agriculture Code Chapter 76 relating to application of restricted use or state limited use pesticides or TDA License No 0606665 regulated herbicides This license is issued for purchase and application of restricted use or state limited use pesticides or Effective Date August 31 2014 regulated herbicides to be used according to label directions consistent with the use categories listed below Expiration Date August 31 2015 CORY HERPEL 1900 BRUMLOW AVE SOUTHLAKE TX 76092 CATEGORIES 3A ALPIN3 CP ID E4 13 77UUl OF LIABILITY UU UJ mnn u 1107m014 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 oY THE pmuCIsm BELOW THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURERS AUTHORIZED REPRESENTATIVE OR PRODUCER AND THE CERTIFICATE HOLDER IMPORTANT If the certificate holder is an ADDITIONAL INSURED the policyies must 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 hoder in Iieu of such endorsements rnooosp phonpo1rou5roVw Jasmine ChineaFrostInsurance PO Box 33528 Fax 8174205750 8174205700 nm mn1r4rso Jm DicWorthkens6n Gvicunwa@frosunnopaocecom NSmoenSrnRDun COVERAGE mIC INSURED Alpine Tree INSURER 29424 icm Incn Alpine wxumhasL oonox p0 Box 94403 INSURER C Southlake TX 76092 INSURER INSURER c INSURER r COVERAGES CERTIFICATE NUMBER REVISION NUMBER rxn IS TO CERTIFY THAT THE POLICIES orINSURANCE LISTED BELOW HAVE BEEN SSUED 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 MICH THIS CERTIFICATE MAY BE ISSUED on MAY PERTAIN THE INSURANCE AFFORDED 3Y THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS ExmLUumouAwonowomonoopxuupouosuumrmooWNmxxAvsosswxsouosoopocLAws TYPE opwovmwc o m POLICY NUMBER umnn ocmsLuxan 1000000 nommsnomucwGENERAL osnun1 osmnuosvwA I s VVVVm vwo Xcn e PERSONAL s 1 GEM AGGREGATE LMIT ssnA 2000000 psEsp PRODUCTS COMPOP 2000000 pv p i mn i y 1000000AUTOMOBILE A ANrvm suomQrovcc oa7oooaoneon Aoc L LmaaDvs GS i k AocCono 1000000 A 1 EXCESS LAB oxuornozx 05272014105272015 sn 1000000 D N osawS 1oou S WORKERS y B m SRZC2179414 ooa7o 1000000mml sL EMPLOYEE 1000000 cL 1000000 1 i DESCRIPTION m OPERATIONS LOCATIONS VEHICLES Attach xCORDmtional Rernarks Schedule more spars required The general liability and auto liability policies include blanket additional insured endorsements that provide additional insured status only when there is a written contract that requires such statua CERTIFICATE HOLDER CANCELLATION CISOL3 SHOIJUD ANY OF THE ABOVE DESCRIBED POUCIES BE CANCELLEO BEFORE THE EXPIRATION DATE Tnsnsop NOTICE WILL BE DELIVERED IN City oSnumhaxe ACCORDANCE WITH THE POLICY nownmwu 1400 Main Street oumakoT7V00 AUTHORIZED REPRESENTATIVE 3f m1yoouu1oAcmmo CORPORATION All rights reserved uoeousaunma The xoomo name and logo are registered marks mAoomo