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Teragan & Associates, Inc ~ C190075 CITY OF TIGARD-CONTRACT SUMMARY&ROUTING FORM Contract Overview Contract/Amendment Number: C190075a2 Contract Start Date: 05/01/2019 Contract End Date: 04/30/2024 Contract Title: On-Call Arborist Services Contractor Name: Teragan&Associates, Inc Contract Manager: Tom McGuire Department: CD Contract Costs Original Contract Amount: S 10 000.00 Total All Previous Amendments: Total of this Amendment: Total Contract Amount: $10,000.00 Procurement Authority Contract Type: Personal Services Procurement Type: Small Procurement <=$1OK Solicitation Number: LCRB Date: Account String: Fund-Division-Account Work Order—Activit): yPe Amount FY FY FY FY FY Contracts & Purchasing Approval Purchasing Signature: IJIAz,� __ Comments: Extend the end date DocuSign Routing Route for Signature Name Email Address Contractor Todd Prager terry&teragan.com City of Tigard Steve Rymer stever&tigard-or.gov Final Distribution Contractor Todd Prager terrykteragan.com Project Manager Tom McGuire tomm ti and-or. ov Project Manager Buyer Toni Riccardi tonir ti and-or. ov DocuSign Envelope ID:88485E81-94DC-4AOC-889E-42CB77AF52B6 CITY OF TIGARD,OREGON AMENDMENT TO CONTRACT NUMBER C190075 FOR ON-CALL ARBORIST SERVICES AMENDMENT #2 The Agreement between the City of Tigard,a municipal corporation of the State of Oregon,hereinafter called City, and Teragan&Associates Inc,hereinafter referred to as Contractor,is hereby amended as follows: 1. EFFECTIVE DATE AND DURATION This agreement is hereby amended to provide that the expiration date is April 30, 2024. 2. Except as expressly provided in this contract amendment, all other terms remain unchanged. IN WITNESS WHEREOF, City has caused this Amendment to be executed by its duly authorized undersigned officer and Contractor has executed this Amendment upon signature and date listed below. CITY OF TIGARD TERAGAN&ASSOCIATES INC. Signature Signature Steve Rymer Terrence P Flanagan Printed Name Printed Name 3/1/2022 2/28/2022 Date Date Rev.8/21 CITY OF TIGARD-CONTRACT SUMMARY FORM Contract Overview Contract/Amendment Number: C190075a1 Contract Start Date: 5/1/2019 Contract End Date: 4/30/2022 Contract Title: On Call Arborist Services Contractor Name: Teragan &Associates,Inc. Contract Manager:Tom McGuire Department: CD Contract Costs Original Contract Amount: $10,000 Total All Previous Amendments: Total of this Amendment: 0 Total Contract Amount: $10,000 Procurement Authority Contract Type: Personal Services Procurement Type: Small Procurement <=$10K Solicitation Number: LCRB Date: NA Account String: Fund-Division-Account Work Order—Activity Type Amount FY 2022 Will be determined upon each project. FY FY FY FY Contracts & Purchasing Approval Purchasing Signature: Mato-- Zl.(.Z Sfep+Lt*x,:�, Comments: Increase in hourly rates. DocuSign Envelope ID:E192DE42-D9EB-4435-A251-CCBD254EB759 CITY OF TIGARD,OREGON AMENDMENT TO CONTRACT C190075 ON-CALL ARBORIST SERVICES AMENDMENT # 1 The Agreement between the City of Tigard,a municipal corporation of the State of Oregon,hereinafter called City, and Teragan &Associates, Inc, hereinafter referred to as Contractor, entered into on the 30th day of April, 2019,is hereby amended as follows: 1. CONSULTANT'S FEES Todd Prager - $120.00 175.00/ hour Terry Flanagan - $120.00 175.00/ hour IN WITNESS WHEREOF, City has caused this Amendment to be executed by its duly authorized undersigned officer and Contractor has executed this Amendment upon signature and date listed below. CITY OF TIG oocuSigned ny: TERAGANSS&AWWW-S,INC. Ibmtt, P. Signature Signature Steve Rymer Terrence P. Flanagan Printed Name Printed Name 8/18/2021 8/18/2021 Date Date CITY OF TIGARD OREGON-CONTRACT SUMMARY FORM (THIS FORM MUSTACCOMPANYEVERY CONTRACT ❑ Contract Title: On-Call Arborist Services Number: Contractor: Teragan&Associates, Inc. Contract Total: $10,000 annually/5 yrs Contract Overview: Various arborist services as needed by the City of Tigard. Conduct tree risk assessments on private & public properties;written reports and recommendations;determine replacement value of trees, etc. (See Scope of Work for more details.) Initial Risk Level: ❑ Extreme ❑ High ❑ Moderate ❑ Low Risk Reduction Steps: Risk Comments: Possible risk of not correctly assessing a hazard tree. Possible injuries to arborist while assessing a tree, etc. Risk Signature: Contract Manager: Tom McGuire Ext: 2490 Department: CD Type: F] Purchase agreement ® Personal Service GeneralService ❑ Public Improvement ❑ IGA ❑ Other: Start Date: 4/30/19 End Date: 4/30/20 Quotes/Bids/Proposal: FIRM AMOUNT/SCORE Teragan &Associates, Inc. $120/hr Morgan Holen, LLC $150/hr Northwest Tree Specialists $125/hr Account String: Fund-Division-Account Work Order—ActivityType Amount Year 1 Will be determined upon each protect $10,000.00 Year 2 Year 3 Year 4 Year 5 Approvals - LCRB Date: Department Comments: Department Signature: Purchasing Comments: -° f t,�,t-ij. Purchasing Signature: } City Manager Comments: z City Manager Signature: After securing all required approvals,forward original copy to the Contracting and Purchasing Office along with a completed Contract Checklist. Contract# t CITY OF TIGARD,OREGON PROFESSIONAL SERVICES AGREEMENT ON-CALL ARBORIST SERVICES THIS AGREEMENT,made and entered into this 30`'day of April,2019,by and between the City of Tigard, a municipal corporation, hereinafter referred to as the "City," and Teragan & Associates, Inc, hereinafter referred to as the "Consultant." RECITALS WHEREAS, the City's Fiscal Year 2018-2019 budget provides for On-Call Arborist services for the various projects throughout the city; and WHEREAS, the accomplishment of the work and services described in this Agreement is necessary and essential to the program of the City; and WHEREAS,the City desires to engage the Consultant to render professional arborist services for the project described in this Agreement, and the Consultant is willing and qualified to perform such services; THEREFORE, in consideration of the promises and covenants contained herein, the parties hereby agree as follows: 1. Consultant's Scone of Services The Consultant shall perform professional arborist services relevant to the Project in accordance with the terms and conditions set forth herein,and as provided in Exhibit A,which is attached hereto and by this reference made a part of this Agreement. 2. Effective Date and Duration This agreement shall become effective upon the date of execution, and expires, unless otherwise terminated or extended,on April 30,2020. The City and Consultant may mutually agree in writing up to four(4)additional one (1)year extension to this Agreement. The execution of any extension period must be completed no less than thirty (30) days prior to the end of any contract year. The total life of this contract may not exceed five (5) years. All work under this Agreement shall be completed prior to the expiration of this Agreement. 3. Consultant's Fee A. Basic Fee 1) As compensation for Basic Services as described in Exhibit A of this Agreement, , the Consultant will be paid on an hourly rate based upon the "Schedule of Rates" in Exhibit B of this agreement, which shall constitute full and complete payment for said services and all expenditures which may be made and expenses incurred, except as otherwise expressly provided in this Agreement. The City anticipates the total spend under the agreements with on-call arborist services shall not exceed Ten Thousand and No/100 Dollars ($10,000.00) annually. 2) The Parties hereto do expressly agree that the Basic Fee is based upon the Scope of Services to be provided by the Consultant. B. Payment Schedule for Basic Fee Payments shall be made upon receipt of billings based on the work completed. Billings shall be submitted by the Consultant periodically,but not more frequently than monthly. Payment by the City shall release the City from any further obligation for payment to the Consultant for service or services performed or expenses incurred as of the date of the statement of services. Payment shall be made only for work actually completed as of the date of invoice. Payment shall not be considered acceptance or approval of any work or waiver of any defects therein. C. Pa)rnent for Special Services Only when directed in writing by the City, the Consultant shall furnish or acquire for the City the professional and technical services based on the hourly rate schedule as described in Exhibit B of this contract for minor project additions and/or alterations. D. Certified Cost Records The Consultant shall furnish certified cost records for all billings pertaining to other than lump sum fees to substantiate all charges. For such purposes, the books of account of the Consultant shall be subject to audit by the City. The Consultant shall complete work and cost records for all billings on such forms and in such manner as will be satisfactory to the City. E. Contract Identification The Consultant shall furnish to the City its employer identification number, as designated by the Internal Revenue Service,or social security number, as the City deems applicable. F. Payment—General 1) Consultant shall pay to the Department of Revenue all sums withheld from employees pursuant to ORS 316.167. 2) Consultant shall pay employees at least time and a half pay for all overtime worked in excess of 40 hours in any one week except for individuals under the contract who are excluded under ORS 653.010 to 653.261 or under 29 USC sections 201 to 209 from receiving overtime. 3) Consultant shall 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 Consultant or all sums which Consultant agrees to pay for such services and all moneys and sums which Consultant collected or deducted from the wages of employees pursuant to any law,contract or agreement for the purpose of providing or paying for such service. 4) The City certifies that sufficient funds are available and authorized for expenditure to finance costs of this contract. 5) Consultant shall make payments promptly, as due, to all persons supplying services or materials for work covered under this contract. Consultant shall not permit any lien or claim to be filed or prosecuted against the City on any account of any service or materials furnished. 6) If Consultant fails, neglects or refuses to make prompt payment of any claim for labor, materials, or services furnished to Consultant, sub-consultant or subcontractor by any person as such claim becomes due, City may pay such claim and charge the amount of the payment against funds due or to become due to the Consultant. The payment of the claim in this manner shall not relieve Consultant or their surety from obligation with respect to any unpaid claims. 2 1 i ac 4. Ownership of Plans and Documents: Records The Consultant shall furnish to the City, copies of all maps, records, field notes, and soil tests which were developed in the course of work for the City and for which compensation has been received by the Consultant at no additional expense to the City except as provided elsewhere in this Agreement. 5. Assignment/Delegation Neither party shall assign, sublet or transfer any interest in or duty under this Agreement without the written consent of the other and no assignment shall be of any force or effect whatsoever unless and until the other party has so consented. If City agrees to assignment of tasks to a subcontract, Consultant shall be fully responsible for the acts or omissions of any subcontractors and of all persons employed by them, and neither the approval by City of any subcontractor nor anything contained herein shall be deemed to create any contractual relation between the subcontractor and City. 6. Consultant is Independent Contractor A. The City's project director,or designee, shall be responsible for determining whether Consultant's work product is satisfactory and consistent with this agreement, but Consultant is not subject to the direction and control of the City. Consultant shall be an independent contractor for all purposes and shall be entitled to no compensation other than the compensation provided for under Section 3 of this Agreement. B. Consultant is an independent contractor and not an employee of City. Consultant acknowledges Consultant's status as an independent contractor and acknowledges that Consultant is not an employee of the City for purposes of workers compensation law,public employee benefits law,or any other law. All persons retained by Consultant to provide services under this contract are employees of Consultant and not of City. Consultant acknowledges that it is not entitled to benefits of any kind to which a City employee is entitled and that it shall be solely responsible for workers compensation coverage for its employees and all other payments and taxes required by law. Furthermore, in the event that Consultant is found by a court of law or an administrative agency to be an employee of the City for any purpose,City shall be entitled to offset compensation due, or to demand repayment of any amounts paid to Consultant under the terms of the agreement,to the full extent of any benefits or other remuneration Consultant 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 Consultant or to a third party) as a result of said finding. C. The undersigned Consultant 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 the Consultant, either directly or indirectly, in connection with the letting or performance of this Agreement, except as specifically declared in writing. D. If this payment is to be charged against Federal funds, Consultant certifies that he/she is not currently employed by the Federal Government and the amount charged does not exceed his/her normal charge for the type of service provided. E. Consultant 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. 31 Pa F. Consultant shall 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 31 st 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. G. Consultant is not an officer,employee,or agent of the City as those terms are used in ORS 30.265. 7. Indemnity A. The City has relied upon the professional ability and training of the Consultant as a material inducement to enter into this Agreement. Consultant represents to the City that the work under this contract will be performed in accordance with the professional standards of skill and care ordinarily exercised by members of the Consultant's profession under similar conditions and circumstances as well as the requirements of applicable federal, state and local laws, it being understood that acceptance of an Consultant's work by the City shall not operate as a waiver or release. Acceptance of documents by City does not relieve Consultant of any responsibility for design deficiencies, errors or omissions. B. Claims for other than Professional Liability. Consultant agrees and shall indemnify, defend, save and hold harmless the City of Tigard, its officers, employees, agents, and representatives from all claims, suits, or actions and all expenses incidental to the investigation and defense thereof, of whatsoever nature, including intentional acts resulting from or arising out of the activities of Consultant or its subcontractors, sub-consultants, agents or employees in performance of this contract 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. If any aspect of this indemnity shall be found to be illegal or invalid for any reason whatsoever, such illegality or invalidity shall not affect the validity of the remainder of this indemnification. C. Claims for Professional Liability. Consultant agrees and shall indemnify, defend, save and hold harmless the City of Tigard, its officers, employees, agents, and representatives from all claims, suits, or actions and all expenses incidental to the investigation and defense thereof,arising out of the professional negligent acts, errors or omissions of Consultant or its subcontractors, sub- consultants, agents or employees in performance of professional services under this agreement. Any work by Consultant that results in a design of a facility that is not readily accessible to and usable by individuals with disabilities shall be considered a professionally negligent act, error or omission. D. As used in subsections B and C of this section, a claim for professional responsibility is a claim made against the City in which the City's alleged liability results directly or indirectly,in whole or in part,from the quality of the professional services provided by Consultant,regardless of the type of claim made against the City in performance of this contract. A claim for other than professional responsibility is a claim made against the City in which the City's alleged liability results from an act or omission by Consultant unrelated to the quality of professional services provided by Consultant in performance of this contract. 8. Insurance Consultant and its subcontractors shall maintain insurance acceptable to City in full force and effect 41Page throughout the term of this contract. Such insurance shall cover risks arising directly or indirectly out of Consultant's activities or work hereunder,including the operations of its subcontractors of any tier. Such insurance shall include provisions that such insurance is primary insurance with respect to the interests of City and that any other insurance maintained by City is excess and not contributory insurance with the insurance required hereunder. The policy or policies of insurance maintained by the Consultant and its subcontractors shall provide at least the following limits and coverages: A. Commercial General Liability Insurance Consultant shall obtain,at Consultant'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 shall 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. Professional Liability Consultant shall obtain,at Consultant's expense,and keep in effect during the term of this contract, Professional Liability Insurance covering any damages caused by any actual or alleged negligent act, error or omission in the rendering of or failure to render Professional Services.Combined single limit per claim shall not be less than$2,000,000,or the equivalent. Annual aggregate limit shall not be less than$3,000,000 and filed on a"claims-made"form. C. Commercial Automobile Insurance Consultant shall also obtain, at Consultant's expense, and keep in effect during the term of the contract(Symbol 1 or Symbols 8 and 9 as applicable) Commercial Automobile Liability coverage on an "occurrence" form including coverage for all owned, hired, and non-owned vehicles. The Combined Single Limit per occurrence shall not be less than$2,000,000. If Contractor operates a personally-owned vehicle for business use under this contract,the Contractor shall 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 shall not be less than $2,000,000. D. Workers'Compensation Insurance The Consultant,its subcontractors,if any,and all employers providing work,labor or materials under this Contract are subject employers under the Oregon Workers'Compensation Law and shall 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. Consultants who perform work without the assistance or labor of any 5 1 11 ,, g c employee need not obtain such coverage. This shall include Employer's Liability Insurance with coverage limits of not less than$1,000,000 each accident. E. Additional Insured Provision All policies aforementioned, other than Workers' Compensation and Professional Liability, shall include the City its officers,employees,agents and representatives as additional insureds with respect to this contract. Coverage will be endorsed to provide a"per project"aggregate. F. Extended Reporting Coverage If any of the aforementioned liability insurance is arranged on a "claims-made" basis, Extended Reporting coverage will be required at the completion of this contract to a duration of 24 months or the maximum time period the Consultant's insurer will provide such if less than 24 months. Consultant will be responsible for furnishing certification of Extended Reporting coverage as described or continuous "claims-made" liability coverage for 24 months following contract completion. Continuous "claims-made" coverage will be acceptable in lieu of Extended Reporting coverage, provided its retroactive date is on or before the effective date of this contract. Coverage will be endorsed to provide a"per project"aggregate. G. Insurance Carrier Rating Coverage provided by the Consultant 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"A-VII" or better, or equivalent. The City reserves the right to reject all or any insurance carrier(s)with an unacceptable financial rating. H. 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 the Contractor is self-insured for commercial general liability or automobile liability insurance the Contractor must provide evidence of such self-insurance. The 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. I. Certificates of Insurance As evidence of the insurance coverage required by the contract, the Consultant shall furnish a Certificate of Insurance to the City. No contract shall be 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 address below prior to coverage expiration. J. Independent Contractor Status The service or services to be rendered under this contract are those of an independent contractor. Contractor is not an officer,employee or agent of the City as those terms are used in ORS 30.265. 6 1 i' : e K. Primary Coverage Clarification The parties agree that Consultant's coverage shall be 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. L. Cross-Liability Clause A cross-liability clause or separation of insureds clause will be included in all general liability and commercial automobile policies required by this contract. 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 13125 SW Hall Blvd Tigard, Oregon 97223 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 shall not be construed to limit Consultant's liability hereunder. Notwithstanding said insurance,Consultant shall be obligated for the total amount of any damage,injury, or loss caused by negligence or neglect connected with this contract. 9. Termination Without Cause At any time and without cause,City shall have the right in its sole discretion,to terminate this Agreement by giving notice to Consultant. If City terminates the contract pursuant to this paragraph, it shall pay Consultant for services rendered to the date of termination. 10. Termination With Cause A. City may terminate this Agreement effective upon delivery of written notice to Consultant,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 Consultant, its subcontractors, agents, and employees to provide the services required by this Agreement is for any reason denied,revoked, or not renewed. 4) If Consultant becomes insolvent,if voluntary or involuntary petition in bankruptcy is filed by or against Consultant, if a receiver or trustee is appointed for Consultant, or if there is an assignment for the benefit of creditors of Consultant. 71i1gt Any such termination of this agreement under paragraph (A) shall 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 Consultant, may terminate the whole or any part of this Agreement: 1) If Consultant fails to provide services called for by this agreement within the time specified herein or any extension thereof, or 2) If Consultant fails to perform any of the other provisions of this Agreement, or so 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 days or such other period as City may authorize. 3) If Consultant fails to eliminate a conflict as described in Section 14 of this agreement. The rights and remedies of City provided in the above clause related to defaults (including breach of contract) by Consultant shall not be 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), Consultant shall be entitled to receive as full payment for all services satisfactorily rendered and expenses incurred,an amount which bears the same ratio to the total fees specified in this Agreement as the services satisfactorily rendered by Consultant bear to the total services otherwise required to be performed for such total fee; provided,that there shall be deducted from such amount the amount of damages,if any, sustained by City due to breach of contract by Consultant. Damages for breach of contract shall be those allowed by Oregon law,reasonable and necessary attorney fees,and other costs of litigation at trial and upon appeal. 11. Non-Waiver The failure of City to insist upon or enforce strict performance by Consultant 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. 12. Method and Place of Giving Notice, Submitting Bills and Making Payments All notices, bills and payments shall 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 shall be used to transmit notices,bills,payments, and other information: I .. Attn: Tom McGuire Attn:Todd Prager Address: 13125 SW Hall Blvd. Address: 3145 Westview Cir Tigard, Oregon 97223 Lake Oswego OR 97034 Phone: 503-718-2490 Phone: 503-697-1975 Email: Comm gtigard-or.gov Email: terry tx,teragan.com 8 Mage and when so addressed, shall be deemed given upon deposit in the United States mail,postage prepaid, or when so faxed, shall be deemed given upon successful fax. In all other instances, notices, bills and payments shall 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. 13. 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 Agreement. No modification of this Agreement shall be effective unless and until it is made in writing and signed by both parties. 14. Professional Services The City requires that services provided pursuant to this agreement shall be provided to the City by an Consultant,which does not represent clients on matters contrary to City interests. Further, Consultant shall not engage services of an Consultant and/or other professional who individually, or through members of his/her same firm,represents clients on matters contrary to City interests. Should the Consultant represent clients on matters contrary to City interests or engage the services of an Consultant and/or other professional who individually, or through members of his/her same firm, represents clients on matters contrary to City interests, Consultant shall consult with the appropriate City representative regarding the conflict. After such consultation,the Consultant shall have 10 days to eliminate the conflict to the satisfaction of the City. If such conflict is not eliminated within the specified time period, the agreement may be terminated pursuant to Section 10 (B - 3) of this agreement. 15. Force Majeure Neither City nor Consultant shall 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 shall within ten days from the beginning of such delay, notify the other party in writing of the cause of delay and its probable extent. Such notification shall not be the basis for a claim for additional compensation. Each party shall, however,make all reasonable efforts to remove or eliminate such a cause of delay or default and shall, upon cessation of the cause, diligently pursue performance of its obligation under the Agreement. 16. Non-Discrimination Consultant agrees to comply with all applicable requirements of federal and state civil rights and rehabilitation statues, rules, and regulations. Consultant also shall comply with the Americans with Disabilities Act of 1990,ORS 659A.142,and all regulations and administrative rules established pursuant to those laws. All facilities designed by Consultant under this contract shall be designed to be readily accessible to and usable by individuals with disabilities as required by the Americans with Disabilities Act. 9 1 i' a e 17. Errors Consultant shall 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. 18. Extra (Changes) Work Only the City's Project Manager may authorize extra (and/or change) work. Failure of Consultant to secure authorization for extra work shall constitute a waiver of all right to adjustment in the contract price or contract time due to such unauthorized extra work and Consultant thereafter shall be entitled to no compensation whatsoever for the performance of such work. 19. Governing Law The provisions of this Agreement shall be construed in accordance with the provisions of the laws of the State of Oregon. Any action or suits involving any question arising under this Agreement must be brought in the appropriate court of the State of Oregon. 20. 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 US District Court for Oregon,Portland. 21. Compliance With Applicable Law Consultant shall comply with all federal, state, and local laws and ordinances applicable to the work under this Agreement,including those set forth in ORS 279A,27913, and 279C. 22. Conflict Between Terms It is further expressly agreed by and between the parries hereto that should there be any conflict between the terms of this instrument in the proposal of the contract, this instrument shall control and nothing herein shall be considered as an acceptance of the said terms of said proposal conflicting herewith. 23. Access to Records City shall have access to such books, documents, papers and records of Consultant as are directly pertinent to this Agreement for the purpose of making audit, examination, excerpts and transcripts. 24. Audit Consultant shall 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. Consultant 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. 25. 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 shall not be affected to the extent that it did not materially affect the intent of the parties when they entered into the agreement. 26. Representations and Warranties Consultant represents and warrants to the City that: 10 1 P a = e A. Consultant has the power and authority to enter into and perform this Agreement. B. This Agreement, when executed and delivered, is a valid and binding obligation of Consultant, enforceable in accordance with its terms. C. Consultant (to the best of Consultant's knowledge, after due inquiry), for a period of no fewer than six calendar years (or since the firm's inception if less than that) preceding the effective date of this Agreement, faithfully has complied with: 1) All tax laws of this state, including but not limited to ORS 305.620 and ORS chapters 316, 317, and 318; 2) Any tax provisions imposed by a political subdivision of this state that applied to Consultant, to Consultant's property, operations, receipts, or income, or to Consultant's performance of or compensation for any work performed by Consultant; 3) Any tax provisions imposed by a political subdivision of this state that applied to Consultant, or to goods, services,or property,whether tangible or intangible,provided by Consultant;and 4) Any rules,regulations, charter provisions, or ordinances that implemented or enforced any of the foregoing tax laws or provisions. D. Any intellectual property rights or such delivered to the City under this Agreement, and Consultant's services rendered in the performance of Consultant's obligations under this Agreement, shall be provided to the City free and clear of any and all restrictions on or conditions of use,transfer,modification,or assignment,and shall be free and clear of any and all liens,claims, mortgages, security interests,liabilities, charges, and encumbrances of any kind. 27. Compliance with Tax Laws A. Consultant must, throughout the duration of this Agreement and any extensions, comply with all tax laws of this state and all applicable tax laws of any political subdivision of the State of Oregon. For the purposes of this Section,"tax laws"includes all the provisions described in subsection 25.C. 1) through 4) of this Agreement. B. Any violation of subsection A of this section shall constitute a material breach of this Agreement. Further, any violation of Consultant's warranty, in subsection 25.0 of this Agreement, that the Consultant has complied with the tax laws of the State of Oregon and the applicable tax laws of any political subdivision of this state also shall constitute a material breach of this Agreement. Any violation shall entitle the City to terminate this Agreement,to pursue and recover any and all damages that arise from the breach and the termination of this Agreement, and to pursue any or all of the remedies available under this Agreement,at law,or in equity,including but not limited to: 1) Termination of this Agreement,in whole or in part; 2) Exercise of the right of setoff, and withholding of amounts otherwise due and owing to Consultant,in an amount equal to State's setoff right,without penalty; and 3) Initiation of an action or proceeding for damages, specific performance, declaratory or injunctive relief. The City shall be entitled to recover any and all damages suffered as the result of Consultant's breach of this Agreement, including but not limited to direct, indirect, 111 €lag incidental and consequential damages, costs of cure, and costs incurred in securing a replacement Consultant. These remedies are cumulative to the extent the remedies are not inconsistent,and the City may pursue any remedy or remedies singly, collectively, successively, or in any order whatsoever. 28. Complete Agreement This Agreement,including the exhibits,is intended both as a final expression of the Agreement between the Parties and as a complete and exclusive statement of the terms. In the event of an inconsistency 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 shall control. In the event of an inconsistency between Exhibit A and Exhibit B,Exhibit A shall control. No waiver, consent, modification, or change of terms of this Agreement shall bind either party unless in writing and signed by both parties. Such waiver, consent, modification, or change if made, shall be effective only in specific instances and for the specific purpose given. There are no understandings, agreements, or representations, oral or written, not specified herein regarding this Agreement. Consultant,by the signature of its authorized representative,hereby acknowledges that he/she has read this Agreement,understands it and agrees to be bound by its terms and conditions. IN WITNESS WHEREOF,City has caused this Agreement to be executed by its duly authorized undersigned officer and Consultant has executed this Agreement on the date hereinabove first written. CITY OF TIGARD TERAGAN AND ASSOCIATES,INC By: Marty Wine, City Manager By: Authorized Contrac or epresentative L—,2 o May 28, 2019 Date Date 121i' :Ig c EXHIBIT A SCOPE OF SERVICES 1. Background The City of Tigard has a proud history of commitment 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 City 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 seventeenth year that Tigard has received this honorable recognition for its urban forestry management efforts. 2. Scope of Work The scope of work to be performed by the Consultant will include, but is not limited to the following: 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. 1. Review of Development Code updates and internal procedures for consistency with Urban Forestry Code regulations. J. Other Arborist Services as needed. 13 1 i' c, EXHIBIT B CONSULTANT'S PROPOSAL 141Pa - c Teragan & Associates, Inc uUw "1"!& 1. .. ., ,. 0 �, `11'�s"'�"� Proposal to the City of Tigard: On-call Arborist Services Submitted by: Todd Prager, Consulting Arborist April 13, 2019 Teragan&Associates, Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com •Website:teragan.com City of Tigard IRFP for Arborist Services 4/30/2019 Jamie Greenberg,Purchasing Specialist Teragan & Associates, Inc. Arboricultural Consultants April 30, 2019 City of Tigard—Utility Billing Counter Attn: Jamie Greenberg,Purchasing Specialist 13125 SW Hall Blvd. Tigard, Oregon 97223 Re: City of Tigard Informal Request for Proposals (IRFP) for Arborist Services Dear Ms. Greenberg, Teragan&Associates, Inc. is pleased to submit this informal proposal in response to your request for arborist services. Within this proposal you will find the required submittal elements including: Qualifications and Experience..................................................................................Page 02 Project Approach and Understanding.......................................................................Page 05 CostProposal............................................................................................................Page 10 References.................................................................................................................Page 11 Resumes....................................................................................................................Page 12 Do not hesitate to contact us if you have any questions about our proposal. We appreciate your consideration of Teragan &Associates, Inc. to provide arborist services for the City of Tigard. Sincerely, Todd Prager, Associate AICP, American Planning Association ISA Board Certified Master Arborist, WE-6723B RCA #597 TRAQ Teragan&Associates,Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard IRFP for Arborist Services 4/30/2019 Jamie Greenberg,Purchasing Specialist Qualifications and Experience Todd Prager, former City Arborist and current consulting arborist for the City of Tigard,will serve as project manager and the primary point of contact for the City of Tigard Arborist Services. Terry Flanagan,who has provided consulting arborist services for a variety of cities including Lake Oswego,Milwaukee, Tigard, Portland, Gresham, Vancouver, Salem, Eugene, Corvallis, Camas, Oregon City, Canby, Wilsonville,West Linn, Durham, Hong Kong, and Singapore, will provide assistance and peer review to Todd on a project by project basis. A description of our firm's qualifications and experience for each task in the scope of work is provided in italics below. Additional information about our firm's qualifications and experience is provided in our resumes beginning on page 12. Task A. Conduct tree risk assessments using international Society of Arboriculture Standards for trees on both private and public properties. Both Todd and Terry have met the training and experience requirements to be designated as "Tree Risk Assessment Qualified"(TRA Q) by the International Society of Arboriculture (ISA). This qualification is required for arborists to conduct tree risk assessments using the standards created by the ISA. In addition, Terry is a TRAQ Qualified Trainer and teaches TRAQ courses worldwide making him a leading expert on tree risk assessment. Both Todd and Terry have conducted numerous tree risk assessments on private and public properties and are proficient at evaluating the levels of risk trees pose to people and property. Finally, Todd is familiar with the City of Tigard tree risk assessment methodology in the Urban Forestry Manual having drafted the standards and applied them to a number of tree situations in Tigard. Task B.Prepare written reports and recommendations for city staff on tree risk assessments and abatement options. Todd and Terry understand the importance ofproviding written reports and recommendations on tree risk assessments and abatement options. Providing written reports reduces the potential for misunderstandings on assessment results and creates documentation that the City has met its duty of care in protecting public health and safety. Todd and Terry have created numerous reports to document the results of their tree risk assessments described in Task A above. Reports are formatted to provide clear and concise information on tree risk ratings and abatement options that allow the layperson to make informed decisions. Finally, Todd has provided a number of tree risk assessment and abatement reports to City of Tigard staff using the standards in the Urban Forestry Manual. Task C. Determine the replacement value of trees using The Guide for Plant Appraisal, 9th Ed. when illegal tree removal occurs. Todd and Terry are frequently called upon to determine the replacement value of trees using The Guide for Plant Appraisal, Current Ed. Often, the reason for determining replacement value is when illegal tree removal occurs and cities are required to levy fines against the responsible party. The typical method for determining replacement value is the trunkformula method which takes into account the species removed, the condition of tree, and its location in the landscape. Todd and Terry have extensive experience providing written reports that determine the replacement value of trees. Todd has done this for cities, including the Cities of Teragan&Associates, Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard IRFP for Arborist Services 4/30/2019 Jamie Greenberg,Purchasing Specialist Tigard and San Francisco, levying fines for illegal tree removal. Terry has determined the replacement value of trees for both public and private entities, and is experienced in testing in court proceedings regarding tree appraisal. Task D. Perform written completeness reviews for city staff on the tree/urban forestry plan component of land use applications. Todd and Terry work extensively on the land use aspects of arboriculture and urban forestry. They have provided completeness reviews and input for cities evaluating land use submittals as well as private developers when meeting city requirements. Todd and Terry are experienced in reading city codes, identifying relevant standards, and determining whether code requirements are met. Todd has specific experience with the City of Tigard land use code requirements having drafted the standards and applied them to several projects. In providing written completeness reviews, we write out the applicable code standards and provide a concise reason for whether the code requirement has been met. This allows for City staff to easily evaluate the completeness of the tree/urban forestry plan components of land use applications. Task E. Provide written comments and recommended conditions of approval for city staff on the tree/urban forestry plan component of land use applications. As described for completeness reviews under Task D, Todd and Terry have extensive experience on the land use aspects of arboriculture and urban forestry. In particular, they understand the Oregon land use system and the framework it provides cities for reviewing, conditioning, and approving land use applications. Again, Todd has specific experience with the City of Tigard land use code requirements having drafted the standards and applied them to several projects. He has also provided written comments and recommendations to city staff on the tree/urban forestry plan component of land use applications, including when questions of code interpretation arise. Task F. Perform compliance inspections of the tree/urban forestry plan component of land use permits during the development process. Todd and Terry are frequently called upon to perform compliance inspections for both public and private entities during the development process. In performing inspections, they utilize the approved plans and evaluate whether the conditions in the field meet or exceed the plan. Todd and Terry have specific experience performing compliance inspections both as a staff member and private consultant for the City of Tigard tree/urban forestry plan component of land use permits during the development process. Task G.Provide written compliance inspection reports during the development process. Again, Todd and Terry have specific experience in the City of Tigard performing compliance inspections both as a staff member and private consultant during the development process. When performing compliance inspections described in Task F above, Todd and Terry typically provide the findings from their reports in writing. Depending on the scope and results of the inspection, these reports can be brief summaries in table format or more detailed with photos and other supporting evidence. Teragan&Associates,Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard IRFP for Arborist Services 4/30/2019 Jamie Greenberg,Purchasing Specialist Task H. Provide evaluations, comments and written reports on tree permits outside the land use process. In addition to evaluating, commenting, and providing written reports on land use permits, Todd and Terry have specific experience completing these tasks on tree permits outside the land use process both as a staff member and private consultant. Todd is familiar with the City of Tigard tree code and Urban Forestry Manual requirements having drafted the standards and applied them to a number of tree situations in Tigard. Task I. Review of Development Code updates and internal procedures for consistency with Urban Forestry Code regulations. Todd and Terry have reviewed development code updates and city procedures for consistency with urban forestry code regulations in several cities in the Portland metro region and beyond. Todd is familiar with the City of Tigard of Development Code and procedures having served as project manager and consultant for the code update and implementation of procedures. He has also consulted on the six month review and update of the Urban Forestry Code regulations and helped ensure consistency between various code sections during the update. Having drafted and applied the Urban Forestry Code standards, Todd is capable of quickly identifying potential issues when updating other code sections or internal procedures. Task I Other Arborist Services as needed. Due to their complimentary skill set, Todd and Terry are capable of providing a full range of arborist services. They are available to provide additional arborist services not identified in the tasks above. Teragan&Associates,Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard IRFP for Arborist Services 4/30/2019 Jamie Greenberg,Purchasing Specialist Project Approach and Understanding This section includes a detailed description of the approach that Teregan & Associates will take to accomplish each task identified in the scope of work. The most critical elements of each task are identified along with the team members that will be performing each task. Task A. Conduct tree risk assessments using International Society of Arboriculture Standards for trees on both private and public properties. Approach:Upon receiving a request to conduct a tree risk assessment, Teragan &Associates will dispatch a TRAQ qualified arborist to conduct a Level 2 visual assessment of the tree from the ground according to ISA standards. If an emergency situation is identified by the arborist while on site,the arborist will immediately notify the City and take appropriate action to limit the potential for people and/or property to be damaged. Teragan &Associates will also provide their findings to the City is writing as further described below. If warranted based on the opinion of the arborist and approved by the City, the arborist may conduct an advanced Level 3 assessment to further evaluate the health, condition, and structural stability of the tree. The tools and techniques for the advanced assessment may include but not be limited to aerial inspection, decay testing using an increment borer, drilling with a small diameter bit, resistance-recording drilling, and/or sonic tomography. Critical Elements: Identifying the urgency of the tree risk assessment will be critical. If necessary, Teragan&Associates can dispatch a TRAQ qualified arborist immediately upon request. Otherwise,the assessment can be scheduled in a timely manner if there is not an emergency. Also, it will be important to identify the format of the evaluation. Teragan & Associates is capable of conducting tree risk assessments using both the qualitative format developed by the ISA and the numerical ranking format developed by the City of Tigard in the Urban Forestry Manual. Team Members: Both Todd Prager and Terry Flanagan are designated as TRAQ qualified by the ISA. Therefore, both are qualified to conduct tree risk assessments. In addition,Terry is a TRAQ Qualified Trainer and teaches TRAQ courses worldwide making him a leading expert on tree risk assessment. Todd will be the initial point of contact for tree risk assessments and depending on his availability and specific tree issues in question,he will either conduct the assessment himself or Terry will complete the assessment. Task B. Prepare written reports and recommendations for city staff on tree risk assessments and abatement options. Approach: After completing the fieldwork for the assessment described in Task A, Teragan &Associates will prepare written a report and recommendation on the tree risk assessment and abatement options. The report will include information on any significant health, condition, and/or structural issues, and options for addressing the issues. If using the qualitative format developed by the ISA, the report will include the ISA risk rating and risk mitigation options. If using the numerical ranking format developed by the City of Teragan&Associates, Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard 1RFP for Arborist Services 4/30/2019 Jamie Greenberg,Purchasing Specialist Tigard,the numerical risk rating and abatement options will be provided in the format specified in the Urban Forestry Manual. Finally, the time frame for the likelihood of failure of the tree or tree part in the assessment will be specified. Teragan &Associates will be available to discuss the findings of the report with the City to ensure there is a full understanding of the report content. Critical Elements: Identifying the format of the written report(ISA Qualitative or City of Tigard Numerical)will be critical to ensure the deliverables are in a format that is most useful to the City. Of equal importance is Teragan &Associates'availability to discuss the findings of the report so the City has a full understanding of the content. Team Members: As described in Task A,both Todd Prager and Terry Flanagan are qualified to conduct tree risk assessments. The person writing the report will be the same as the person who completed the field assessment. However, Todd&Terry will peer review one another's work before finalizing the report and sending to the City. Task C.Determine the replacement value of trees using The Guide for Plant Appraisal, Current Ed. when illegal tree removal occurs. Approach: Teragan&Associates will use The Guide for Plant Appraisal, Current Ed. when determining the replacement value of illegally removed trees. The typical method for determining replacement value is the trunk formula method which takes into account the species removed, the condition of tree, and its location in the landscape. Teragan& Associates will use these criteria to provide a written report to the City summarizing the appraisal and attach the detailed calculations that were used to determine replacement value. Critical Elements: The most critical element of this task is to provide the City with the replacement value and methodology in writing. This helps to substantiate the basis for determining the value and provides the City with documentation for record keeping purposes and/or if there are disputes with the responsible party. Team Members: Both Todd Prager and Terry Flanagan are experienced at determining the replacement value of trees using The Guide for Plant Appraisal. Todd will be the initial point of contact for determining replacement value and depending on his availability and specific tree issues in question, he will either conduct the appraisal himself or Terry will complete the appraisal. Todd&Terry will peer review one another's work before finalizing the report and sending to the City. Task D.Perform written completeness reviews for city staff on the tree/urban forestry plan component of land use applications. Approach: Prior to performing a completeness review, Teragan &Associates will work with City staff to determine the applicable code standards to be reviewed. Teragan &Associates will then write out the applicable code standards in table format and provide a concise reason for whether the code requirement has been met. Teragan &Associates will be available to Teragan&Associates,Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard IRFP for Arborist Services 4/30/2019 Jamie Greenberg,Purchasing Specialist discuss the findings of the completeness review with the City to ensure there is a full understanding of the review. Critical Elements: The most critical element of performing a completeness review is identifying the applicable code standards. This allows for the City and consultant to focus on the requirements for a complete application. Team Members: Todd Prager will be the point of contact for this task due to his familiarity with the City of Tigard Code. Task E. Provide written comments and recommended conditions of approval for city staff on the tree/urban forestry plan component of land use applications. Approach: As with the approach for completeness reviews described under Task D, Teragan & Associates will work with City staff to determine the applicable code standards for which the City would like comments. Teragan&Associates will then write out the applicable code standards and provide findings regarding whether each code requirement has been met. These findings may be used by City staff when writing their staff reports. In addition, Teragan & Associates will provide recommended conditions of approval if certain components of the tree/urban forestry plan requirements are not met and/or if the conditions will serve to implement the code. Finally, Teragan&Associates will be available to discuss the comments and recommended conditions of approval with the City to ensure there is a full understanding of the comments and recommendations. Critical Elements: When providing comments and recommended conditions of approval, it is critical that the comments and recommendations specifically address the code requirements. Therefore, it is important for the City and consultant to identify the relevant code requirements for a each land use application for which comments and recommendations are requested. Team Members: Todd Prager will be the point of contact for this task due to his familiarity with the City of Tigard Code. Task F.Perform compliance inspections of the tree/urban forestry plan component of land use permits during the development process. Approach:Upon receiving a request to perform a compliance inspection,Teragan& Associates will conduct a site visit to determine compliance with the tree/urban forestry plan component of the land use permit during the development process. When performing inspections, the approved plans will be utilized to evaluate whether the conditions in the field meet or exceed the plan. If an emergency such as active illegal tree removal is identified in the field,the arborist will immediately notify the City and take appropriate action to limit the potential for further violations. Teragan&Associates will also provide their inspection results to the City in writing to create a record of the inspections. Teragan&Associates,Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone. 503.697.1975 a Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard IRFP for Arborist Services 4/30(2019 Jamie Greenberg,Purchasing Specialist Critical Elements: It is critical that the compliance inspection be based off the approved plans for the project. This is best way to determine compliance with the tree/urban forestry plan component of land use permits during the development process. Teragan & Associates will obtain copies of the approved plans prior to performing inspections. Team Members: Both Todd Prager and Terry Flanagan are experienced in performing compliance inspections during the development process. Todd will be the initial point of contact for compliance inspections and depending on his availability, he will either conduct the inspection himself or Terry will complete the inspection. Task G.Provide written compliance inspection reports during the development process. Approach: Following the compliance inspections described in Task F above, Teragan & Associates will provide their inspection results to the City in writing to create a record of the inspections. Options for the format of compliance inspection reports include a table which provides information in an organized format and allows the City to quickly track compliance issues and resolution dates from week to week. Alternatively, a more detailed report format with photos and narrative text could be used when reporting on specific issues such as tree damage or removal that may lead to enforcement action. Teragan &Associates will coordinate on the specific report format with the City prior to the inspection and will provide written inspection results within one week of the site visit. Critical Elements: It will be critical for the City and consultant to coordinate on the desired inspection report format and key information prior to the site visit. This will help to ensure the consultant is collecting and reporting the information in a format that will be most useful for the City's purposes. Team Members: As described in Task F,both Todd Prager and Terry Flanagan are experienced in providing written compliance inspections during the development process. The person writing the compliance inspection report will be the same as the person who completed the site inspection in Task F. Task H.Provide evaluations, comments and written reports on tree permits outside the land use process. Approach: When called upon to provide evaluations, comments, and written reports on tree permits outside the land use process, Teragan &Associates will first request the tree permit application materials for review. The application materials will describe the tree, its location, and the reasons for removal. After conferring with City staff regarding the City's need for information, Teragan & Associates will then typically perform a site visit to determine whether they concur with the information in the application materials. Finally, Teragan& Associates will provide comments and written reports on the tree permit in terms of whether the code and Urban Forestry Manual requirements are met, and any other information requested by City staff. Teragan&Associates, Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard IRFP for Arborist Services 4/30/2019 Jamie Greenberg,Purcbasing Specialist Critical Elements: The most critical element for this task is conferring with City staff regarding the City need for information on the tree permit. Typically City staff will request information when input on items such as tree risk or health are needed and cannot be determined by internal staff. Identifying the City's need prior to a site visit will help ensure the evaluation and subsequent comments and reports meet the City's needs. Team Members: Both Todd Prager and Terry Flanagan are experienced in providing evaluations, comments, and written reports on tree permits outside the land use process. Todd will be the initial point of contact for this task and depending on his availability,he will either conduct the task himself or Terry will complete the task. Task I.Review of Development Code updates and internal procedures for consistency with Urban Forestry Code regulations. Approach: When the Development Code and internal procedures are updated, Teragan& Associates will request a copy of the updates and evaluate them for consistency with existing Urban Forestry Code regulations. Todd Prager with Teragan&Associates will be the primary point of contact for this task since he served as project manager and consultant for the Urban Forestry Code update and implementation of procedures and thus has extensive knowledge of how the Urban Forestry Code ties into the overall Development Code. Todd will provide his comments to the City in writing and identify any conflicts with the Urban Forestry Code. Critical Elements: The most critical element for this task is for the consultant to receive a track changes version of the updated code or procedures. This will help to clearly identify the aspects of the code or procedure that have changed so it can be evaluated for consistency with the Urban Forestry Code. Team Members: Todd Prager will be the point of contact for this task due to his familiarity with the City of Tigard Code. Task J. Other Arborist Services as needed. Approach: Teragan &Associates is capable of providing a full range of arborist services not identified in the tasks above. Upon request, Teragan &Associates will be available to perform other arborist services as needed. Critical Elements: Communication of the scope of these additional arborist services will allow Teragan &Associates to provide the services as needed. Team Members: Both Todd Prager and Terry Flanagan are capable of providing a full range of arborist services. Todd will be the initial point of contact and depending on his availability,he will either complete the services himself or Terry will complete the services. Teragan&Associates,Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard IRFP for Arborist Services 4/30/2019 Jamie Greenberg,Purchasing Specialist Cost Proposal The hourly rate for Teragan &Associates' staff members is provided below: Todd Prager- $120.00/hour Terry Flanagan- $120.00/hour Miscellaneous expenses such as printing and copies will be charged at cost. Mileage will be charged at the current IRS rate. Teragan&Associates,Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan_com•Website:teragan.com City of Tigard IRFP for Arborist Services 4/30/2019 Jamie Greenberg,Purchasing Specialist References Three professional references are provided below: References for Todd Prager: Gary Pagenstecher, Planner City of Tigard, Community Development Department 13125 SW Hall Blvd. Tigard, OR 97223 503-718-2434 Ga@@tigard-or.gov Ken Ross, Code Compliance City of Tigard, Community Development Department 13125 SW Hall Blvd. Tigard, OR 97223 503-718-2581 KenRo@tigard-or.gov Reference for Terry, Flanagan: Kathy Majidi,Natural Resources Program Coordinator City of Gresham Gresham City Hall, 2nd Floor 1333 NW Eastman Parkway Gresham, OR 97030 503-618-2488 Kathy.Majidi@GreshamOregon.gov Teragan&Associates,Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard[RFP for Arborist Services 4(30/2019 Jamie Greenberg,Purchasing Specialist Todd Prager ISA Certified Arborist#WE-6723A Pacific Northwest Chapter of the ISA Certified Tree Risk Assessor# 0420 Education M.S.Horticulture,UC Davis June 2007 B.S.Environmental Horticulture and Urban Forestry,UC Davis June 2001 A.S. Forestry,Bakersfield College June 1998 Select Certifications American Institute of Certified Planners,ISA Board Certified Master Arborist#WE-6723B,RCA#597,TRAQ Recent Career History Teragan&Associates',Lake Oswego,OR 2012-Present Arboricultural Consulting Associate • Consulting arborist for municipalities.Activities include conducting tree risk assessments and recommending abatement options;determining the replacement value of illegally removed trees;performing completeness reviews, recommending conditions of approval,and conducting compliance inspections for the tree component of land use projects;providing analysis,comments and written reports on tree removal permits;preparing reports,comments,and revisions to development codes,municipal codes,and urban forestry technical manuals. • Consulting arborist for developers.Activities include preparing tree inventories,preservation plans,and mitigation options for development projects as required by local Iand use requirements. The City of Tigard,Tigard,OR 2007-2012 City Arborist/Planner • Served as project manager for the City's Urban Forestry Code Revisions2 and Urban Forestry Master Plan projects. • Ensured public and private development projects adequately protected existing trees,and created new landscapes that provided increased tree canopy in compliance with City procedures,practices,and policies. • Conducted hazard tree evaluations and recommended abatement options in accordance with arboricultural practices and standards to protect public safety. • Performed appraisals of trees removed for public and private development projects in accordance with arboricultural practices and standards. The City of San Francisco,San Francisco,CA 2002-2006 Urban Forestry Inspector,Nursery Specialist,Horticulturist • Evaluated conditions of the urban forest and prescribed management activities for City staff in accordance with arboricultural practices and standards. • Coordinated with developers and property owners on the preservation, removal,and installation of trees and landscaping to ensure compliance with City standards. • Utilized IPM techniques including use of organic pesticides,predatory insects, and physical/mechanical controls while evaluating their effectiveness and protecting public health and safety. • Coordinated the planning,design,implementation,and maintenance of landscape improvements at the National AIDS Memorial Grove (NANIG). Todd Prager&Associates merged with Teragan&Associates in 2014 2 Received 2013 Oregon Planning Association Award for Professional Achievement in Planning and 2014 American Planning Association Award for Best Practices in Planning Teragan&Associates,Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Website:teragan.com City of Tigard tRFP for Arborist Services 4/30/2019 Jamie Greenberg,Purchasing Specialist TERRENCE P. FLANAGAN Board Certified Master Arborist#PN-0120BMTL TRAQ Member, American Society of Consulting Arborists Educational Background Bachelor of Science—Natural Resource Management,Colorado State University, 1981 Associate of Arts—Massachusetts Bay Community College, 1978 Consulting Practice Practicing consultant since 1985 Board Certified Master Arborist since 2004(#PN-0120BMTL) Certified Tree Risk Assessor since 2006(#0152) TRACE Instructor since 2007 Qualified Tree Risk Assessor since 2013 Qualified Tree Risk Assessor Instructor Mentor since 2013 Certified Arborist since 1990(#PN-0120A) Certified Tree Worker since 2001 (#PN-0120AT) Certified Aerial Lift Specialist since 2010 Certified Municipal Specialist since 2004(#PN-0120AM) Member of American Society of Consulting Arborists since 1997 Member of the International Society of Arboriculture since 1983 Recent Work Experience Teragan&Associates,Inc. Arboricultural Consultant 2000 to present—Consultant providing arboricultural 3145 Westview Circle information to guide development and management of trees,shrubs and other Lake Oswego,OR 97034 horticultural plants on commercial,municipal and residential property. Services (503)697-1975 provided include On-call Municipal Arborist Services,Urban and Community President Forestry Program Development,Tree Risk Assessments,Tree and Shrub Appraisal,Expert Witness Testimony,Tree Preservation Strategies on Development Sites,Tree Surveys,Tree Protection Plans,Tree and Shrub Care and Management,Pruning and Tree Climbing Instruction,and Arboricultural Instruction. Pacific Northwest Chapter Regional Educational Coordinator 2007 to present—Responsible for organizing Regional Educational Coordinator regional educational seminars for arborist professional development in the greater Portland and Southwest region. TRAQ Instructor Instructor and instructor mentor for TRAQ program(Tree Risk Assessment International Society of Arboriculture Qualification)teaching the course around the world. Champaign,IL (217)355-9411 Clackamas Community College Horticulture Instructor 1998 to 2011 —Part time instructor for Horticulture Horticulture Department courses. Courses taught include Introduction to Arboriculture,Pruning,Tree 19600 South Molalla Avenue Climbing,Landscape Installation and Chainsaw Use and Maintenance. Classes Oregon City,Oregon 97045 consist of lecture,practicum and field trips. Hands on instructions are a major (503)657-6958 x 2389 focus that enables students to practice what is learned in class. Supervisor:Elizabeth Howley Teragan&Associates,Inc. 3145 Westview Circle•Lake Oswego, OR 97034 Phone:503.697.1975•Fax:503.697.1976 Email:terry@teragan.com•Wehsite:teragan.com