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Morgan Holen & Associates, LLC ~ 32500024 CITY OF TIGARD - CONTRACT SUMMARY & ROUTING FORM Contract Overview Contract/Amendment Number: 32500024 Contract Start Date: 9/4/2024 Contract End Date: 8/31/2025 Contract Title: On-Call Arborist Services Contractor Name: Morgan Holen & Associates, LLC Contract Manager: Sambo Kirkman Department: CD Contract Costs Original Contract Amount: $20,000 Total All Previous Amendments: n/a Total of this Amendment: n/a Total Contract Amount: $20,000 Procurement Authority Contract Type: Personal Services Procurement Type: Intermediate Quotes $10K<=$150K Solicitation Number: n/a LCRB Date: n/a Account String: Fund-Division-Account Work Order – Activity Type Amount FY 25 Varies – on-call $20,000 FY FY FY FY Contracts & Purchasing Approval Purchasing Signature: Comments: Requires PO to use, unused amount will roll as contract is extended. DocuSign Routing Route for Signature Name Email Address Contractor Morgan E. Holen morgan@mholen.com City of Tigard Sambo Kirkman sambo.kirkman@tigard-or.gov Final Distribution Contractor Morgan E. Holen morgan@mholen.com Project Manager Sambo Kirkman sambo.kirkman@tigard-or.gov Project Manager Joanne Bengtson joanne@tigard-or.gov Buyer Rosie McGown Rosie.mcgown@tigard-or.gov Contract Number 32500024 CITY OF TIGARD, OREGON PERSONAL SERVICES CONTRACT ON-CALL ARBORIST SERVICES THIS AGREEMENT made and entered into this 4th day of September, 2024 by and between the City of Tigard, a municipal corporation of the State of Oregon, hereinafter called City, and Morgan Holen & Associates, LLC, hereinafter called Contractor. RECITALS WHEREAS, the City’s 2025 fiscal year budget provides for the use of on-call arborist services; and WHEREAS, City has need for the services of a company with a particular training, ability, knowledge, and experience possessed by Contractor, and WHEREAS, City has determined that Contractor is qualified and capable of performing the professional services as City does hereinafter require, under those terms and conditions set forth, THEREFORE, the Parties agree as follows: 1. SERVICES TO BE PROVIDED Contractor will perform services in accordance with the terms and conditions set forth herein, and as provided in Exhibit A, incorporated herein by reference. 2. EFFECTIVE DATE AND DURATION This Agreement is effective upon the date of execution and expires on August 31, 2025, unless otherwise terminated or extended. The City and Contractor may mutually agree to four (4) additional one (1) year extensions to this Agreement. The total life of this contract may not exceed five (5) years. All work under this Agreement must be completed prior to the expiration of this Agreement. 3. COMPENSATION The City agrees to pay Contractor on a per Task Order basis in accordance with the fee schedule outlined in Exhibit A. All Task Orders under this agreement shall be done via a Purchase Order referencing all terms and conditions of this Agreement shall be in effect. The total amount paid to the Contractor by the City may not exceed Twenty Thousand and No/100 Dollars ($20,000.00). Payments made to Contractor will be based upon the following applicable terms: A. Payment by City to Contractor for performance of services under this Agreement includes all expenses incurred by Contractor, with the exception of expenses, if any, identified in this Agreement as separately reimbursable. B. Payment will be made in installments based on Contractor’s invoice, subject to the approval of the City Manager, or designee, and not more frequently than monthly. Unless otherwise agreed, payment will be made only for work actually completed as of the date of invoice. Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 2 | P a g e On-Call Arborist Services 32500024 C. Payment by City releases City from any further obligation for payment to Contractor for services performed or expenses incurred as of the date of the invoice. Payment may not be considered acceptance or approval of any work or waiver of any defects therein. D. Contractor must make payments promptly, as due, to all persons supplying labor or materials for the performance of the work provided for in this Agreement. E. Contractor may not permit any lien or claim to be filed or prosecuted against the City on any account of any labor or material furnished. F. Contractor will pay to the Department of Revenue all sums withheld from employees pursuant to ORS 316.167. G. Contractor will pay all contributions or amounts due the Industrial Accident Fund from the contractor or any subcontractor. H. If Contractor fails, neglects, or refuses to make prompt payment of any claim for labor or services furnished to Contractor or a subcontractor by any person as such claim becomes due, City’s Finance Director may pay such claim and charge the amount of the payment against funds due or to become due the Contractor. The payment of the claim in this manner does not relieve Contractor or their surety from obligation with respect to any unpaid claims. I. Contractor will promptly, as due, make payment to any person, co-partnership, association, or corporation, furnishing medical, surgical, and hospital care or other needed care and attention, incident to sickness or injury, to the employees of Contractor, of all sums that Contractor agrees to pay for the services and all moneys and sums that Contractor collected or deducted from the wages of employees pursuant to any law, contract, or agreement for the purpose of providing or paying for services. J. Contractor and its employees, if any, are not active members of the Oregon Public Employees Retirement System and are not employed for a total of 600 hours or more in the calendar year by any public employer participating in the Retirement System. K. Contractor must obtain, prior to the execution of any performance under this Agreement, a City of Tigard Business License. The Tigard Business License is based on a calendar year with a December 31st expiration date. New businesses operating in Tigard after June 30th of the current year will pay a pro-rated fee though the end of the calendar year. L. The City certifies that sufficient funds are available and authorized for this Agreement during the current fiscal year. Funding during future fiscal years is subject to budget approval by Tigard’s City Council. 4. OWNERSHIP OF WORK PRODUCT City is the owner of and is entitled to possession of any and all work products of Contractor which result from this Agreement, including any computations, plans, correspondence, or Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 3 | P a g e On-Call Arborist Services 32500024 pertinent data and information gathered by or computed by Contractor prior to termination of this Agreement by Contractor or upon completion of the work pursuant to this Agreement. 5. ASSIGNMENT/DELEGATION Neither party may assign, sublet or transfer any interest in or duty under this Agreement without the written consent of the other and no assignment has any force or effect unless and until the other party has consented. If City agrees to assignment of tasks to a subcontract, Contractor is fully responsible for the acts or omissions of any subcontractors and of all persons employed by them. Neither the approval by City of any subcontractor nor anything contained herein creates any contractual relation between the subcontractor and City. The provisions of this Agreement are binding upon and will inure to the benefit of the parties to the Agreement and their respective successors and assigns. 6. STATUS OF CONTRACTOR AS INDEPENDENT CONTRACTOR Contractor certifies that: A. Contractor acknowledges that for all purposes related to this Agreement, Contractor is an independent contractor as defined by ORS 670.600 and not an employee of City. Contractor is not entitled to benefits of any kind to which an employee of City is entitled and is solely responsible for all payments and taxes required by law. Furthermore, in the event that Contractor is found by a court of law or any administrative agency to be an employee of City for any purpose, City is entitled to offset compensation due, or to demand repayment of any amounts paid to Contractor under the terms of this Agreement, to the full extent of any benefits or other remuneration Contractor receives (from City or third party) as a result of said finding and to the full extent of any payments that City is required to make (to Contractor or to a third party) as a result of said finding. B. Contractor is not an officer, employee, or agent of the City as those terms are used in ORS 30.265. 7. CONFLICT OF INTEREST The undersigned Contractor hereby represents that no employee of the City, or any partnership or corporation in which a City employee has an interest, has or will receive any remuneration of any description from Contractor, either directly or indirectly, in connection with the letting or performance of this Agreement, except as specifically declared in writing. If this payment is to be charged against Federal funds, Contractor certifies that he/she is not currently employed by the Federal Government and the amount charged does not exceed their normal charge for the type of service provided. 8. INDEMNIFICATION City has relied upon the professional ability and training of Contractor as a material inducement to enter into this Agreement. Contractor represents that all of its work will be performed in accordance with generally accepted professional practices and standards as well as the requirements of applicable federal, state, and local laws, it being understood that acceptance of a Contractor’s work by City will not operate as a waiver or release. Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 4 | P a g e On-Call Arborist Services 32500024 Contractor agrees to indemnify and defend the City, its officers, employees, agents, and representatives and hold them harmless from any and all liability, causes of action, claims, losses, damages, judgments, or other costs or expenses, including attorney's fees and witness costs (at both trial and appeal level, whether or not a trial or appeal ever takes place including any hearing before federal or state administrative agencies), that may be asserted by any person or entity which in any way arise from, during, or in connection with the performance of the work described in this contract, except liability arising out of the sole negligence of the City and its employees. Such indemnification will also cover claims brought against the City under state or federal worker's compensation laws. If any aspect of this indemnity is found to be illegal or invalid for any reason whatsoever, such illegality or invalidity does not affect the validity of the remainder of this indemnification. 9. INSURANCE Contractor and its subcontractors must maintain insurance acceptable to City in full force and effect throughout the term of this contract. Such insurance must cover risks arising directly or indirectly out of Contractor's activities or work hereunder, including the operations of its subcontractors of any tier. The policy or policies of insurance maintained by the Contractor must provide at least the following limits and coverages: A. Commercial General Liability Insurance Contractor will obtain, at Contractor’s expense, and keep in effect during the term of this contract, Comprehensive General Liability Insurance covering Bodily Injury and Property Damage on an “occurrence” form (CG 2010 1185 or equivalent). This coverage must include Contractual Liability insurance for the indemnity provided under this contract. The following insurance will be carried: Coverage Limit General Aggregate $2,000,000 Products-Completed Operations Aggregate $1,000,000 Personal & Advertising Injury $1,000,000 Each Occurrence $1,000,000 Fire Damage (Any one fire) $50,000 B. Commercial Automobile Insurance Contractor must also obtain, at Contractor’s expense, and keep in effect during the term of the contract, Commercial Automobile Liability coverage including coverage for all owned, hired, and non-owned vehicles on an “occurrence” form. The Combined Single Limit per occurrence may not be less than $2,000,000. If Contractor uses a personally-owned vehicle for business use under this contract, the Contractor will obtain, at Contractor’s expense, and keep in effect during the term of the contract, business automobile liability coverage for all owned vehicles on an “occurrence” form. The Combined Single Limit per occurrence may not be less than $2,000,000. Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 5 | P a g e On-Call Arborist Services 32500024 C. Workers’ Compensation Insurance The Contractor, its subcontractors, if any, and all employers providing work, labor, or materials under this Contract that are subject employers under the Oregon Workers' Compensation Law must comply with ORS 656.017, which requires them to provide workers' compensation coverage that satisfies Oregon law for all their subject workers. Out-of-state employers must provide Oregon workers' compensation coverage for their workers who work at a single location within Oregon for more than 30 days in a calendar year. Contractors who perform work without the assistance or labor of any employee need not obtain workers’ compensation coverage. All non-exempt employers must provide Employer's Liability Insurance with coverage limits of not less than $1,000,000 each accident. D. Additional Insured Provision All required insurance policies, other than Workers’ Compensation and Professional Liability, must name the City its officers, employees, agents, and representatives as additional insureds with respect to this Agreement. E. Insurance Carrier Rating Coverages provided by the Contractor must be underwritten by an insurance company deemed acceptable by the City. All policies of insurance must be written by companies having an A.M. Best rating of "B++" or better, or equivalent. The City reserves the right to reject all or any insurance carrier(s) with an unacceptable financial rating. F. Self-Insurance The City understands that some contractors may self-insure for business risks and the City will consider whether such self-insurance is acceptable if it meets the minimum insurance requirements for the type of coverage required. If Contractor is self-insured for commercial general liability or automobile liability insurance, Contractor must provide evidence of such self-insurance. Contractor must provide a Certificate of Insurance showing evidence of the coverage amounts on a form acceptable to the City. The City reserves the right in its sole discretion to determine whether self-insurance is adequate. G. Certificates of Insurance As evidence of the insurance coverage required by the contract, Contractor will furnish a Certificate of Insurance to the City. No contract is effective until the required Certificates of Insurance have been received and approved by the City. The certificate will specify and document all provisions within this contract and include a copy of Additional Insured Endorsement. A renewal certificate will be sent to the below address prior to coverage expiration. H. Primary Coverage Clarification The parties agree that Contractor’s coverage is primary to the extent permitted by law. The parties further agree that other insurance maintained by the City is excess and not contributory insurance with the insurance required in this section. Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 6 | P a g e On-Call Arborist Services 32500024 I. Cross-Liability Clause A cross-liability clause or separation of insureds clause will be included in all general liability policies required by this Agreement. A certificate in form satisfactory to the City certifying to the issuance of such insurance will be forwarded to: City of Tigard Attn: Contracts and Purchasing Office contractspurchasing@tigard-or.gov At the discretion of the City, a copy of each insurance policy, certified as a true copy by an authorized representative of the issuing insurance company, may be required to be forwarded to the above address. Such policies or certificates must be delivered prior to commencement of the work. The procuring of such required insurance will not be construed to limit Contractor’s liability hereunder. Notwithstanding said insurance, Contractor is obligated for the total amount of any damage, injury, or loss caused by negligence or neglect connected with this Agreement. 10. METHOD & PLACE OF SUBMITTING NOTICE, BILLS AND PAYMENTS All notices, bills and payments will be made in writing and may be given by personal delivery, mail, or by fax. Payments may be made by personal delivery, mail, or electronic transfer. The following addresses will be used to transmit notices, bills, payments, and other information: CITY OF TIGARD MORGAN HOLEN & ASSOCIATES, LLC Attn: Sambo Kirkman Attn: Morgan E. Holen Address: 13125 SW Hall Blvd Tigard, OR 97223 Address: 3 Monroe Parkway, Suite P 220 Lake Oswego, Oregon 97035 Phone: (503) 718-2490 Phone: (971) 409-9354 Email: sambo.kirkman@tigard-or.gov Email: morgan@mholen.com Notice will be deemed given upon deposit in the United States mail, postage prepaid, or when so faxed, upon successful fax. In all other instances, notices, bills and payments will be deemed given at the time of actual delivery. Changes may be made in the names and addresses of the person to who notices, bills, and payments are to be given by giving written notice pursuant to this paragraph. 11. SURVIVAL The terms, conditions, representations, and warranties contained in this Agreement survive the termination or expiration of this Agreement. 12. MERGER This writing is intended both as a final expression of the Agreement between the parties with respect to the included terms and as a complete and exclusive statement of the terms of the Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 7 | P a g e On-Call Arborist Services 32500024 Agreement. No modification of this Agreement will be effective unless and until it is made in writing and signed by both parties. 13. TERMINATION WITHOUT CAUSE At any time and without cause, City has the right in its sole discretion to terminate this Agreement by giving notice to Contractor. If City terminates this Agreement pursuant to this paragraph, City will pay Contractor for services rendered to the date of termination. 14. TERMINATION WITH CAUSE A. City may terminate this Agreement effective upon delivery of written notice to Contractor, or at such later date as may be established by City, under any of the following conditions: 1) If City funding from federal, state, local, or other sources is not obtained and continued at levels sufficient to allow for the purchase of the indicated quantity of services. This Agreement may be modified to accommodate a reduction in funds. 2) If federal or state regulations or guidelines are modified, changed, or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this Agreement. 3) If any license or certificate required by law or regulation to be held by Contractor, its subcontractors, agents, and employees to provide the services required by this Agreement is for any reason denied, revoked, or not renewed. 4) If Contractor becomes insolvent, if voluntary or involuntary petition in bankruptcy is filed by or against Contractor, if a receiver or trustee is appointed for Contractor, or if there is an assignment for the benefit of creditors of Contractor. Any such termination of this agreement under paragraph (A) will be without prejudice to any obligations or liabilities of either party already accrued prior to such termination. B. City, by written notice of default (including breach of contract) to Contractor, may terminate the whole or any part of this Agreement: 1) If Contractor fails to provide services called for by this Agreement within the time specified, or 2) If Contractor fails to perform any of the other provisions of this Agreement, or fails to pursue the work as to endanger performance of this Agreement in accordance with its terms, and after receipt of written notice from City, fails to correct such failures within ten (10) days or such other period as City may authorize. The rights and remedies of City provided above related to defaults (including breach of contract) by Contractor are not exclusive and are in addition to any other rights and remedies provided by law or under this Agreement. If City terminates this Agreement under paragraph (B), Contractor will be entitled to receive as full payment for all services satisfactorily rendered and expenses incurred, provided, that the City may deduct the amount of damages, if any, sustained by City due to breach of contract by Contractor. Damages for breach of contract include those Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 8 | P a g e On-Call Arborist Services 32500024 allowed by Oregon law, reasonable and necessary attorney fees, and other costs of litigation at trial and upon appeal. 15. ACCESS TO RECORDS City will have access to such books, documents, papers and records of Contractor as are directly pertinent to this Agreement for the purpose of making audit, examination, excerpts and transcripts. 16. HAZARDOUS MATERIALS Contractor will comply with all federal Occupational Safety and Health Administration (OSHA) requirements and all Oregon safety and health requirements. In accordance with OSHA and Oregon OSHA Hazard Communication Rules, if any goods or services provided under this Agreement may release, or otherwise result in an exposure to, a hazardous chemical under normal conditions of use (for example, employees of a construction contractor working on-site), it is the responsibility of Contractor to provide the City with the following information: all applicable Safety Data Sheets, the identity of the chemical/s, how Contractor will inform employees about any precautions necessary, an explanation of any labeling system, and the safe work practices to prevent exposure. In addition, Contractor must label, tag, or mark such goods. 17. FORCE MAJEURE Neither City nor Contractor will be considered in default because of any delays in completion and responsibilities hereunder due to causes beyond the control and without fault or negligence on the part of the parties so disenabled, including but not restricted to, an act of God or of a public enemy, civil unrest, volcano, earthquake, fire, flood, epidemic, quarantine restriction, area-wide strike, freight embargo, unusually severe weather or delay of subcontractor or supplies due to such cause; provided that the parties so disenabled will within ten (10) days from the beginning of such delay, notify the other party in writing of the cause of delay and its probable extent. Such notification will not be the basis for a claim for additional compensation. Each party will, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and will, upon cessation of the cause, diligently pursue performance of its obligation under the Agreement. 18. NON-WAIVER The failure of City to insist upon or enforce strict performance by Contractor of any of the terms of this Agreement or to exercise any rights hereunder should not be construed as a waiver or relinquishment to any extent of its rights to assert or rely upon such terms or rights on any future occasion. 19. HOURS OF LABOR, PAY EQUITY In accordance with ORS 279B.235, the following are hereby incorporated in full by this reference: A. Contractor may not employ an individual for more than 10 hours in any one day, or 40 hours in any one week, except as provided by law. For contracts for personal services, as defined in ORS 279A.055, Contractor must pay employees at least time and a half pay for all overtime the employees work in excess of 40 hours in any one week, except for Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 9 | P a g e On-Call Arborist Services 32500024 employees who are excluded under ORS 653.010 to 653.261 or under 29 U.S.C. 201 to 209 from receiving overtime. B. Contractor must give notice in writing to employees who work on a public contract, either at the time of hire or before commencement of work on the contract, or by positing a notice in a location frequented by employees, of the number of hours per day and days per week that the employees may be required to work. C. Contractor may not prohibit any of Contractor’s employees from discussing the employee’s rate of wage, salary, benefits or other compensation with another employee or another person and may not retaliate against an employee who discusses the employee’s rate of wage, salary, benefits or other compensation with another employee or another person. D. Contractor must comply with the pay equity provisions in ORS 652.220. Compliance is a material element of this Agreement and failure to comply will be deemed a breach that entitles City to terminate this Agreement for cause. 20. NON-DISCRIMINATION Contractor will comply with all federal, state, and local laws, codes, regulations, and ordinances applicable to the provision of services under this Agreement, including, without limitation: A. Title VI of the Civil Rights Act of 1964; B. Section V of the Rehabilitation Act of 1973; C. The Americans with Disabilities Act of 1990, as amended by the ADA Amendments Act (ADAAA) of 2008 (Pub L No 101- 336); and D. ORS 659A.142, including all amendments of and regulations and administrative rules, and all other applicable requirements of federal and state civil rights and rehabilitation statutes, rules and regulations. 21. ERRORS Contractor will perform such additional work as may be necessary to correct errors in the work required under this Agreement without undue delays and without additional cost. 22. EXTRA (CHANGES) WORK Only the City’s Project Manager for this Agreement may change or authorize additional work. Failure of Contractor to secure authorization for extra work constitutes a waiver of all right to adjust the contract price or contract time due to such unauthorized extra work and Contractor will not be entitled to compensation for the performance of unauthorized work. 23. WARRANTIES Contractor will guarantee work for a period of one year after the date of final acceptance of the work by the owner. Contractor warrants that all practices and procedures, workmanship and materials are the best available unless otherwise specified in the profession. Neither Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 10 | P a g e On-Call Arborist Services 32500024 acceptance of the work nor payment therefore relieves Contractor from liability under warranties contained in or implied by this Agreement. Any intellectual property rights delivered to the City under this Agreement and Contractor’s services rendered in the performance of Contractor’s obligations under this Agreement, will be provided to the City free and clear of any and all restrictions on or conditions of use, transfer, modification, or assignment, and be free and clear of any and all liens, claims, mortgages, security interests, liabilities, charges, and encumbrances of any kind. 24. ATTORNEY'S FEES In the event an action, suit of proceeding, including appeal, is brought for failure to observe any of the terms of this Agreement, each party is responsible for that party’s own attorney fees, expenses, costs and disbursements for the action, suit, proceeding, or appeal. 25. CHOICE OF LAW, VENUE The provisions of this Agreement are governed by Oregon law. Venue will be the State of Oregon Circuit Court in Washington County or the U.S. District Court for Oregon, Portland. 26. COMPLIANCE WITH STATE AND FEDERAL LAWS/RULES Contractor will comply with all applicable federal, state and local laws, rules and regulations applicable to the work in this Agreement. 27. CONFLICT BETWEEN TERMS In the event of a conflict between the terms of this Agreement and Contractor’s proposal, this Agreement will control. In the event of conflict between a provision in the main body of the Agreement and a provision in the Exhibits, the provision in the main body of the Agreement will control. In the event of an inconsistency between Exhibit A and Exhibit B, Exhibit A will control. 28. AUDIT Contractor will maintain records to assure conformance with the terms and conditions of this Agreement and to assure adequate performance and accurate expenditures within the contract period. Contractor agrees to permit City, the State of Oregon, the federal government, or their duly authorized representatives to audit all records pertaining to this Agreement to assure the accurate expenditure of funds. 29. SEVERABILITY In the event any provision or portion of this Agreement is held to be unenforceable or invalid by any court of competent jurisdiction, the validity of the remaining terms and provisions will not be impaired unless the illegal or unenforceable provision affects a significant right or responsibility, in which case the adversely affected party may request renegotiation of the Agreement and, if negotiations fail, may terminate the Agreement. 30. COMPLIANCE WITH TAX LAWS Contractor represents and warrants that Contractor is, to the best of the undersigned’s knowledge, not in violation of any Oregon tax laws including but not limited to ORS 305.620 and ORS Chapters 316, 317, and 318. Contractor’s failure to comply with the tax laws of this Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 11 | P a g e On-Call Arborist Services 32500024 state or a political subdivision of this state before the Contractor executed this Agreement or during the term of this Agreement is a default for which the City may terminate this Agreement and seek damages and other relief available under the terms of this Agreement or applicable law. IN WITNESS WHEREOF, City and Contractor have caused this Agreement to be executed by their duly authorized officials. CITY OF TIGARD MORGAN HOLEN & ASSOCIATES, LLC By: __________________________________ By: __________________________________ Name: _______________________________ Name: _______________________________ Title: ________________________________ Title: ________________________________ Date: ________________________________ Date: ________________________________ Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 Morgan Holen 9/11/2024 Member X Interim Community Development Director Sambo Kirkman 10/1/2024 12 | P a g e On-Call Arborist Services 32500024 EXHIBIT A SERVICES TO BE PROVIDED INTRODUCTION The City of Tigard is committed to preserving, enhancing, and maintaining its urban forest. The City's trees provide an important backdrop for life in Tigard. The city’s American Planning Association award winning Urban Forestry Master Plan established the goal that “Tigard’s urban forest is valued and protected by residents as a thriving interconnected ecosystem managed to improve quality of life, increase community identity, and maximize aesthetic, economic, and ecological benefits.” Additionally, Tigard is a Tree City USA, as recognized by the National Arbor Day Foundation, and this is the 24th year that Tigard has received recognition for its urban forestry management efforts. Given this proud history, Tigard seeks a contractor to provide support to the urban forestry program that will maintain the highest quality work standards and professionalism. SCOPE OF WORK Services performed under this contact may include: A. Conduct tree risk assessments using International Society of Arboriculture Standards for trees on both private and public properties. B. Prepare written reports and recommendations for city staff on tree risk assessments and abatement options. C. Determine the replacement value of trees using The Guide for Plant Appraisal, Current Edition. when illegal tree removal occurs. D. Perform written completeness reviews for city staff on the tree/urban forestry plan component of land use applications. E. Provide written comments and recommended conditions of approval for city staff on the tree/urban forestry plan component of land use applications. F. Perform compliance inspections of the tree/urban forestry plan component of land use permits during the development process. G. Provide written compliance inspection reports during the development process. H. Provide evaluations, comments and written reports on tree permits outside the land use process. I. Review of Development Code updates and internal procedures for consistency with Urban Forestry Code regulations. J. Other Arborist Services as needed. SCHEDULE MILESTONES Work under this Agreement will be initiated on an as needed basis on a per Task Order basis. There is no guarantee of work under this Agreement. RATES 2024 Fee Schedule – Morgan Holen, Consulting Arborist Consulting Rate: $185/hour Mileage: Current IRS mileage rate Adjustment of rates will be considered upon written request from Contractor. Approval of a request for rate increases is solely within the City’s discretion and under no circumstances is the City obligated to approve such a request. Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 13 | P a g e On-Call Arborist Services 32500024 Rate increases are subject to the following limitations:  No increases will be granted during the initial term of this Agreement;  No more than one increase will be granted annually;  Fee increases cannot be retroactive. Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 August 18, 2024  City of Tigard  Attn: Rosie McGown, Contracts & Purchasing Manager  13125 SW Hall Boulevard  Tigard, Oregon  97223  Re: Informal Request for Proposals (IRFP) – On‐Call Arborist Services  Dear Ms. McGown,  Morgan Holen & Associates, LLC (MHA) is pleased to present the City of Tigard with the enclosed  proposal to provide on‐call arborist services for various City projects and needs. We are excited at the  prospect of continuing to provide arborist services for the City and have the skills to meet your needs.   I am the sole member of MHA, a fourth‐generation forester, International Society of Arboriculture (ISA)  Board Certified Master Arborist (PN‐6145B), ISA Tree Risk Assessor Qualified, Society of American  Foresters Certified Urban and Community Forester (62193), and a member of the American Society of  Consulting Arborists. I have volunteered on two Tigard Citizen Advisory Committees (CAC), including the  Urban Forestry Master Plan CAC in 2009 and the Urban Forestry Code Revisions CAC from 2010 to 2011.   MHA previously held personal services contracts with the City for on‐call arborist services starting in  2014 with four one‐year extensions and again in 2019 with another four one‐year extensions. Most  recently, MHA has assisted Planning staff with review of tree removal applications, evaluated trees in  terms of hazard risk potential for Code Enforcement staff, provided tree protection recommendations  for Engineering staff on various sidewalk rehabilitation projects, and completed tree protection  compliance inspections for the Dirksen Nature Park Trail and Parking Lot Improvements project. We  have thorough knowledge and understanding of the City’s award‐winning Urban Forestry Master Plan,  as well as the Urban Forestry Manual and tree code regulations. Since 2011, MHA has worked on more  than 160 different projects in the City of Tigard through our previous on‐call contracts and for private  developers, engineers and architects.   The enclosed proposal provides a more detailed description of our firm’s qualifications and experience,  project approach and understanding, a cost proposal, and professional references. Please contact me if  you have questions or need any additional information.   Respectfully,        Morgan E. Holen, Member  971.409.9354 3 Monroe Parkway, Suite P 220 Lake Oswego, Oregon 97035 morgan@mholen.comConsulting Arborists and Urban Forest Management Exhibit B Contractor's Proposal Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 City of Tigard - Informal Request for Proposals: On-Call Arborist Services August 18, 2024                                      Prepared for: City of Tigard  Attn: Rosie McGown, Contracts & Purchasing Manager  13125 SW Hall Boulevard  Tigard, Oregon  97223 Prepared by: Morgan Holen & Associates, LLC   Consulting Arborists and Urban Forest Management  3 Monroe Parkway, Suite P 220   Lake Oswego, Oregon  97035   morgan@mholen.com  971.409.9354  Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 Table of Contents Qualifications and Experience……………………………………………………………………………………………………………….1  Project Approach and Understanding……………………………………………………………………………………………………2  Cost Proposal………………………………………………………………………………………………………………………………………..4    References…………………………………………………………………………………………………………………………………………….4  Appendix A: Resume……………………………………………………………………………………………………………………………..5    Appendix B: Project Experience..…………………………………………………………………………………………………………..6  Appendix C: Rate Sheet...…………………………………………………………………………………………….………………………..8  Cover photo of Dirksen Nature Park off-street parking lot from City of Tigard webpage: https://www.tigard-or.gov/Home/Components/FacilityDirectory/FacilityDirectory/149/181 Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 Qualifications and Experience. Morgan Holen & Associates, LLC (MHA) was established in January  2011 to provide consulting arborist and urban forest management services throughout the Portland  Metropolitan Region, Willamette Valley and southwest Washington. The Oregon Office of Minority,  Women and Emerging Small Business has certified our firm as a Women Business Enterprise and  Emerging Small Business (Certification Number 8482). MHA holds Tigard Business License No. 00532.    With backgrounds in traditional forest management, and Board Certified Master Arborist and Qualified  Tree Risk Assessor credentials from the International Society of Arboriculture (ISA) and Certified Urban  and Community Forester credentials from the Society of American Foresters (SAF), MHA provides a full  array of consulting arborist and urban forest management services, including: tree inventories; hazard  tree risk assessments; tree preservation, removal, mitigation and management plans; tree protection  specifications; tree protection monitoring during construction; specifications and monitoring for new  tree installation; insect and disease diagnosis; appraisals; and, expert witness testimony.   Our clients include the Cities of Lake Oswego, Wilsonville, Woodburn, Hillsboro, Tualatin, Beaverton,  and Vancouver, as well as insurance companies, attorneys and numerous landscape architecture and  civil engineering firms and private developers.   Morgan Holen is the owner and single‐member of MHA, but subcontracts work as needed to a variety of  leading industry professionals including qualified tree climbers, ISA Certified Arborists, ISA Board  Certified Master Arborists, forest pathologists, plant health care professionals and mapping specialists.  However, MHA is not proposing to utilize subcontractors for this proposal. Morgan will be the project  manager and staff person for all work under any contract arising out of this proposal.   Morgan is a fourth‐generation forester with 22 years of education and experience in natural resources  management including arboriculture, silviculture, forest ecology, and public education and outreach.  Morgan is an ISA Board Certified Master Arborist (PN‐6145B) and Tree Risk Assessment Qualified, as well  as an SAF Certified Urban and Community Forester (No. 62193), specializing in tree protection during  construction and hazard tree assessment and management. Morgan has also used her professional  expertise as a course instructor for the Pacific Northwest Chapter of the ISA leading workshops on Tree  Protection During Construction throughout the region, and by volunteering on the Board of Directors for  Oregon Community Trees. Morgan’s resume is provided in Appendix A.  Our project experience includes, but is not limited to: contract arborist services for the City of Lake  Oswego Planning Department (including evaluating tree removal applications and tree protection plans,  providing staff with written findings and conditions of approval, assisting with tree code violations,  providing expert witness testimony for civil violations, assisting with tree code amendments and  improvements, preparing the City’s annual Tree City USA application, and coordinating Arbor Week  events and the City’s Urban and Community Forestry Workshop Series); contract arborist services for  the City of Wilsonville Engineering Department (including hazard tree risk assessments, tree inventory  and tree protection plan coordination, and assessment of publicly owned ash and oak tree species for  proactive management of invasive pests); design phase consulting arborist services for developers, civil  engineers and architects; and, regular monitoring of tree protection measures during active  construction with reports submitted to clients, contractors, and local jurisdictions. Select project  experience in Tigard is included in Morgan’s resume; see Appendix B for additional project experience.        Page 1 Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 MHA previously held personal services contracts with the City of Tigard for on‐call arborist services  starting in 2014, with four one‐year extensions, and again in 2019 with another four one‐year extensions,  the maximum allowed by the contract. During this time, MHA performed various tree risk assessments  and prepared written reports with findings, recommendations and abatement options for City staff. In  addition, we provided tree protection compliance inspections for the Tiedeman Realignment of the  Fanno Creek Greenway Trail and the Dirksen Nature Park Education Center, Boardwalk and Overlook  Improvements, Interpretive Shelter, Restroom and Nature Play Area, and Trail and Parking Lot  Improvements projects. We have assisted Planning staff with review of tree removal applications,  Engineering staff in providing assessment of trees potentially impacted by sidewalk rehabilitation  projects including tree protection specifications and assessment of root impacts during construction,  and assisted Code Enforcement staff with review of trees related to code enforcement cases.    Beyond our work on contract with the City of Tigard, MHA has provided project arborist services on  numerous private development projects within Tigard. We are intimately familiar with the Tigard Urban  Forestry Manual and have prepared and implemented many urban forestry plans including plans for  Cascade Moto, Reservoir 18 and Site 13 Pump Station, West River Terrace, East River Terrace, South  River Terrace, River Terrace Crossing, River Terrace Park, Jamestowne Village, and many more.      Project Approach and Understanding. MHA understands that the City of Tigard is seeking a  qualified arborist to provide services for various City projects and needs, including, but not limited to:    Conducting hazard tree risk assessments for trees located on private and public properties by  using standards established by the ISA;  Preparing hazard tree risk assessment reports to document trees assessed in terms of risk  potential and provide arborist recommendations for treatment options to reduce risk;  Determining replacement value of trees using standards established by the Council of Tree and  Landscape Appraisers in the current edition of the Guide for Plant Appraisal when illegal tree  removal occurs;   Performing completeness reviews and providing written comments and recommended  conditions of approval for staff on the urban forestry plan component of land use applications;   Performing compliance inspections of the urban forestry plan component of land use permits  and preparing written compliance inspection reports during the development process;   Providing evaluations, comments and written reports on tree permits outside of the land use  process;  Reviewing Development Code updates and internal procedures for consistency with Urban  Forestry Code regulations; and  Other on‐call consulting arborist services, as needed.    Morgan will be available on‐call, as needed, to assist with any or all of these tasks. Based on our  previous experience providing arborist services for the City of Tigard, we anticipate that staff will  identify specific tasks and contact us when services are needed. Our approach is to maintain open and  regular communication with City staff and complete tasks at staff’s direction and in a timely manner. We  will continue to be responsive to staff, accept telephone calls from staff when possible or return calls  promptly and be available as needed to meet with staff at City Hall or in the field at specific sites.   Page 2 Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40           We believe that communication with staff is the most critical element of the project for a successful  outcome. Understanding staff’s expectations will help ensure that we provide useful recommendations  to help staff make informed choices. We are confident in our qualifications and experience and  recognize that miscommunication is the limiting factor to a successful outcome. Once expectations are  clearly set, we will provide consulting arborist services to meet or exceed those expectations. In conducting hazard tree risk assessments, staff may provide us with a site address, map depicting the  location of trees of issue or meet with us at the site. We will coordinate with staff and private property  owners, as needed, to obtain authorization to access trees on a specific date and time. We can prepare  maps depicting the location of assessed trees if needed. We will utilize the standards established by the  ISA and tree risk assessment data will be collected electronically, including species, size, distance to  target, comments regarding tree condition and defects, tree risk ratings and treatment  recommendations to reduce risk potential. Whenever possible, treatments will include removal of  defective parts rather than whole tree removal. We will also consider whether or not recommendations  to leave trees as standing dead trees (snags) is appropriate or if wood from felled trees should be left  on‐site to provide wildlife habitat and soil nutrients. Following fieldwork, Morgan will prepare written  reports to document hazard tree evaluations and describe abatement options. Our methodology is both  comprehensive and efficient.    When illegal tree removal occurs, Morgan will coordinate with staff to obtain authorization to conduct a  site visit on a specific date and time. Morgan will utilize forms prepared by the Council of Tree and  Landscape Appraisers to collect standard tree appraisal data. If the stump is all that remains, Morgan  will use simple linear regression to predict tree diameter at 4.5‐feet above ground level for the  assessment. Following site visits, Morgan will prepare written reports to describe the replacement value  of trees removed illegally using the standard methodology provided in the most current edition of the  Council of Tree and Landscape Plant Appraiser’s Guide for Plant Appraisal.    When land use applications are submitted to the City, staff may provide copies of pertinent sections to  Morgan for review in terms of completeness and urban forestry plan requirements. Morgan will provide  staff with written comments including recommended conditions of approval.     During the development process, Morgan will visit project sites and conduct compliance inspections in  regard to urban forestry plan regulations and conditions of approval. Following site inspections, Morgan  will prepare written compliance inspection reports. We will utilize a standardized compliance inspection  report for each compliance inspection. Morgan is very familiar with the Tigard Urban Forestry Master  Plan and Urban Forestry Manual, having served on Citizen Advisory Committees during the development  of both documents, and working with clients to satisfy the current regulations since they were first  implemented in 2013.     As needed, Morgan will also evaluate trees and provide written reports to staff regarding tree permits  outside of the land use process. If updates are made to the Development Code or internal procedures,  Morgan will review proposed revisions in terms of consistency with urban forestry code regulations and  provide written comments and suggestions to staff. Morgan will also be available to assist staff with  other on‐call consulting arborist services, as needed.     Page 3 Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 Cost Proposal. Our 2024 standard hourly rate for project management and consulting arborist services  is $185 per hour. Mileage expenses will be billed at the current Internal Revenue Service mileage rate  and no other expenses are anticipated. Work will be billed on a time and materials basis and, unless  requested otherwise, invoices will be submitted at the beginning of each month for services provided  the previous month. A formal rate sheet is attached as Appendix C for inclusion in an awarded contract.       References. Three professional references are provided in no particular order:     1. Chris Neamtzu, Community Development Director  City of Wilsonville  29799 SW Town Center Loop E, Wilsonville, OR  97070  neamtzu@ci.wilsonville.or.us  503.570.1574    2. Jessica Numanoglu, Community Development Director  City of Lake Oswego  380 A Avenue | PO Box 369, Lake Oswego, OR  97034  jnumanoglu@ci.oswego.or.us                  503.635.0283    3. Agnes Lindor, Senior Planner  City of Tigard  13125 SW Hall Boulevard, Tigard, OR  97223  agnesl@tigard‐or.gov    503.718.2429              Thank you for your consideration!           Page 4 Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 Page 5 Appendix A: Resume       Education BS – Forest Management   University of Washington  MEM – Forestry, Forest  Science, and the Management  of Forests for Conservation  and Development  Yale University  Professional Accreditation  ISA Board Certified Master  Arborist, PN‐6145B   ISA Tree Risk Assessment  Qualified   SAF, Certified Urban and  Community Forester   ASCA, Member   PNW‐ISA, Member   SAF, Member  Total Years of Experience 22 years  Areas of Expertise  Tree Inventories   Arborist Reports   Tree Preservation &  Removal Plans   Tree Protection Monitoring  During Construction   Tree Risk Assessments   Tree Appraisals    Expert Witness Testimony  Morgan Holen | Consulting Arborist Morgan is a fourth‐generation forester with 22 years of education  and  experience  in  natural  resources  management  including  arboriculture, silviculture, forest ecology, and public education and  outreach. She is the single‐member of Morgan Holen & Associates,  LLC, a consulting arborist and urban forest management company  serving  Oregon  and  Southwest  Washington.  MHA  specializes  in  performing  tree  inventories  and  assessments,  preparing  arborist  reports, and monitoring tree protection during construction. MHA  provides  consulting  arborist  services  for  local  municipalities and  government  agencies,  as  well  as  numerous  private  developers,  engineers, architects, insurance agencies and attorneys. The Oregon  Office of Minority, Women and Emerging Small Business has certified  MHA as a Woman Business Enterprise and an Emerging Small  Business (Certification No. 8482).  Select Project Experience in Tigard, Oregon  City of Tigard, Construction Phase Tree Protection Monitoring  for Dirksen Nature Park Trail and Parking Lot   Cascade Moto, Project Arborist Services for Cascade Moto and  Parking Lot Improvements   David Weekley Homes, Project Arborist Services for East Butte,  River Terrace Crossing, Trillium Hill   DOWL, Project Arborist Services for the Tigard Street (Fanno  Creek) Bridge Replacement   DOWL for ODOT, Project Arborist Services for OR217  Northbound Auxiliary Lane & Hall Blvd Overcrossing   Kittelson, Tree Assessment and Inventory for the Greenburg  Road/Tiedeman Avenue Study   Riverside Homes, Project Arborist Services for Walnut Ridge,  Progress Landing, Elderberry Ridge, Jamestowne Village,  Scholls Meadow   Sage Built Homes, Project Arborist Services for Murdock  Street, Ash Creek Village, Canyon Court, Ashbrook Villas   Taylor Morrison/Polygon Northwest, Project Arborist Services  for River Terrace Northwest, West River Terrace, East River  Terrace, South River Terrace, Roshak Ridge   The New Home Company, Project Arborist Services for River  Terrace Town Center   Other Current On‐Call Services Agreements:  City of Lake Oswego, OR   City of Wilsonville, OR  Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 Page 6 Appendix B: Project Experience Project Experience. Descriptions of relevant projects are provided below. References and additional  project descriptions may be provided upon request.   1. City of Tigard, On‐Call Consulting Arborist Services, Tigard, OR. MHA held an annual Master  Services Agreement to provide arborist services for various projects and needs in the City of  Tigard from 2014‐2024. Our work included review of tree removal applications, assisting code  enforcement staff with investigations and assessments of potentially hazardous trees,  developing tree protection recommendations for sidewalk and curb ramp reconstruction  projects, and monitoring tree protection during construction at Dirksen Nature Park.   2. City of Wilsonville, Master Professional Services Agreement, On‐Call Arborist Services,  Wilsonville, OR. Since 2015, MHA has provided on‐call arborist services for the City of  Wilsonville Capital Improvement Program on a task order basis. Our work has included  consulting arborist services for the French Prairie Road Utility Repair project, design and  construction of the Memorial Park Pump Station, numerous hazard tree risk assessments with  reports, tree inventory and tree protection plan coordination for the Charbonneau Lift Station,  review of tree removal  applications for Planning Staff, assessment of English walnuts in the  State Heritage Tree Grove at Murase Plaza for Parks staff following the 2021 President’s Day  Weekend ice storm, preparing and presenting a workshop to Public Works staff on Emerald ash  borer and Mediterranean oak borer (MOB) identification and management, assisting City staff  with managing MOB including tree assessments, developing Best Management Practices, and  other support and expertise as needed, conducting assessments of all ash trees in public rights‐ of‐way and Oregon white oaks on city‐owned and managed properties including rights‐of‐way,  parks and city facilities, and preparing quarterly tree care and maintenance articles for the  Boones Ferry Messenger community newsletter.  3. City of Lake Oswego, Planning and Building Services, On‐Call Contract Arborist Services, Lake  Oswego, OR. Since 2011, MHA has held an annual contract to provide consulting arborist  services for the City’s Planning Department and Urban and Community Forestry Program. On‐ call services include evaluating tree removal applications, reviewing tree protection plans,  investigating tree code violations, coordinating Arbor Month events, public workshops and  Forestry at the Farmers’ Market, administering the City’s Heritage Tree Program, and assisting  the City’s Planning Department Staff as needed. The 2013‐14 contract also included assisting the  Public Works Department with identifying and inventorying dead, hazardous, and invasive trees  along major thoroughfares. The 2014‐2015 contract also included Natural Resources Planner  services. Subsequent contracts have included support for tree code updates, the 2022 State of  the Urban Forest Report and 2024 Urban and Community Forestry Plan. On occasion, and with  authorization from the Planning Department, we also provide consulting arborist services upon  request for Public Works and Parks & Recreation.     Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 Page 7 Appendix B: Project Experience (cont.)             4. City of Woodburn, Consulting Arborist Services, Woodburn, OR. Since 2013, MHA has assisted  the City of Woodburn through a variety of subconsultant agreements including tree assessments,  inventories and protection plans for site improvements at Legion Park and Settlemier Park and  street improvements along First Street, as well as assessment and management  recommendations for trees damaged during the 2021 President’s Day Weekend ice storm in  Senior Estates Park, Centennial Park and Hermanson Park.   5. City of Hillsboro, 53rd Avenue Inclusive Park and Playground, Hillsboro, OR. MHA provided  construction phase tree protection monitoring and on‐the‐ground assistance during  construction of the forested trail and amazing Oro the Friendly Forest Giant playground located  adjacent to the Hidden Creek Community Center. While construction phase services were  contracted directly with the City of Hillsboro, MHA also provided design phase consulting  arborist services on contract with MIG, including a tree assessment and inventory, tree removal  and protection plan coordination, and tree protection specifications.   6. City of Tualatin, Parks & Recreation, Tualatin River Greenway Trail at Highway 99, Tualatin, OR.  Assessed existing trees and collected tree inventory data to inform trail design. Coordinated  with the City and design team to develop recommendations for tree protection and removal.  Developed tree protection specifications. Provided on‐call support during construction.  7. City of Vancouver, Consulting Arborist Services, Vancouver, WA. Since 2015, MHA has  conducted tree risk assessments and prepared arborist reports with management  recommendations for both Carter Park and Esther Short Park, and most recently assisted the  Watering Engineering Department with an assessment of Oregon white oak trees at Water  Station No. 4.   8. City of Beaverton, Patricia Reser Center for the Arts and Public Parking Garage, Beaverton, OR.  Conducted a tree assessment, prepared a tree inventory, coordinated with the City and design  team to develop tree protection recommendations, and developed an arborist report in  accordance with BDC Sections 40.90 and 60.60.   9. Kittelson for the City of Newberg, Elliot Road Improvement Project, Newberg, OR. Conducted  a tree assessment, prepared a tree inventory, coordinated with project engineers to develop  tree protection recommendations during design, and provided on‐call monitoring of tree  protection during construction.   10. Garvey Shubert Barer for the City of Oregon City, Waterboard Park Appraisal, Oregon City, OR.  Conducted research, performed extensive fieldwork, and developed a tree appraisal report at  the direction of the City Attorney in anticipation of litigation relating to the unauthorized cutting  and removal of Heritage Trees at Waterboard Park.   11. Metro – The Oregon Zoo, Consulting Arborist Personal Services Agreement, Portland, OR.  Master Services Agreement with Metro from 2013 through 2020 to provide on‐call consulting  arborist services for zoo related bond projects. Work included tree protection monitoring and  on‐the‐ground assistance with tree preservation during construction for the California condor  habitat, the Zoo Education Center and the Polar Passage and Primate Forest development  projects.   Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40 Rate Sheet 2024 2024 Fee Schedule ‐ Morgan Holen & Associates  Morgan Holen, Consulting Arborist  Consultant Rate $185 / hour  Mileage Current IRS mileage rate  Page 8 Appendix C: Rate Sheet Docusign Envelope ID: 488C6062-D29E-4253-995B-78003B59DB40