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19-174 Amendment #3 date 6-25-24 On call arborist1
THIRD AMENDMENT TO AGREEMENT 19-174
BETWEEN THE CITY OF CUPERTINO AND
HORTSCIENCE | BARTLETT CONSULTING FOR ON
CALL ARBORIST
This Third Amendment to Agreement 19-174 is by and between the City of Cupertino, a
municipal corporation (hereinafter "City") and HortScience | Bartlett Consulting, a corporation
(“Contractor”) whose address is 2550 Ninth Street, Suite 112, Berkeley, CA 94710, and is made with
reference to the following:
RECITALS:
A. On September 9, 2019, Agreement 19-174 (“Agreement”) was entered into by and
between City and Contractor for on call arborist services.
B. On June 13, 2022, City and Consultant entered into a First Amendment to the
Agreement.
C. On April 6, 2023, City and Consultant entered into a Second Amendment to the
Agreement.
D. The Agreement, First Amendment and Second Amendment are collectively referred to
as the “Agreement”, unless otherwise indicated.
E. City and Contractor desire to modify the Agreement on the terms and conditions set
forth herein.
NOW, THEREFORE, it is mutually agreed by and between and undersigned parties as
follows:
1. TIME OF PERFORMANCE
Paragraph 3 of the Agreement is modified to read as follows:
3.1 Term. This Agreement begins on the Effective Date and ends on June 30,
2025 ("Contract Time"), unless terminated earlier as provided herein.
3.2 Schedule of Performance. Contractor must deliver the Services within the
time specified in each Service Order, and under no circumstances should the Services
go beyond the Contract Time.
3.3 Time is of the essence for the performance of all the Services required in this
Agreement and in each Service Order. Contractor must have sufficient time, resources
and qualified staff to deliver the Services on time. Contractor must respond promptly
to each Service Order request.
2
2. COMPENSATION
Paragraph 4 of the Agreement is modified to read as follows:
4.1 Maximum Compensation. City will pay Contractor for satisfactory performance
of the Services a total amount that will based upon actual costs but that will be capped so
as not to exceed $87,435 ("Contract Price"), based upon the Scope of Services in Exhibit
A-1 and the budget and rates included. The maximum compensation includes all expenses
and reimbursements and will remain in place even if Contractor's actual costs exceed the
capped amount.
4.2 Per Service Order. Compensation for Services provided under a Service Order
will be based on the rates set forth in the Service Order, which shall not exceed the capped
amount specified in the Service Order.
4.3 Invoices and Payments. Except as otherwise provided in a Purchase Order,
monthly invoices must state a description of the deliverables completed and the amount
due for the preceding month. Thirty days prior to expiration of the Agreement,
Contractor must submit a requisition for final and complete payment of costs and
pending claims for City approval. Noncompliance with this requirement relieves City of
any further payment or other obligations under the Agreement.
3 Exhibit A-1 to the Agreement is replaced with Exhibit A-2, attached hereto.
4. Except as expressly modified herein, all other terms and covenants set forth in the
Agreement shall remain the same and shall be in full force and effect.
REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
SIGNATURE PAGE TO FOLLOW
3
IN WITNESS WHEREOF, the parties hereto have caused this modification of Agreement to be
executed.
CITY OF CUPERTINO
By
Title
Date
APPROVED AS TO FORM
City Attorney
ATTEST:
City Clerk
Date
HORTSCIENCE | BARTLETT CONSULTING
By
Title
Date
EXPENDITURE DISTRIBUTION
Item PO Number Amount
Base $30,000
1st Amendment $22,435
2nd Amendment $10,000
3rd Amendment $25,000
Total $87,435
Executive Vice President
Jun 25, 2024
Christopher D. Jensen
Benjamin Fu
Director of Community Development
Jun 25, 2024
Kirsten Squarcia
Jun 25, 2024
1,\ )
H0RT SCIENCE
BARTLETT CONSULTING
City of Cupertino Scope of Services
Update the current City-approved list of privacy protection trees/shrubs.
Provide professional input on value of removed trees to determine the replacement
tree(s) or in-lieu fee value.
Provide best practice standards for required trees due to new development.
Peer review applicant-submitted arborist reports.
Prepare tree condition reports on behalf of the City for development projects.
Evaluate sites post-construction and provide suitability audit reports.
Advise City staff on all matters related to construction near and in Tree Protection
Zones (TPZ).
Monitor contractor grading, root pruning, tree trimming, tree protection fence
installation, irrigation and fertilization/mulching of existing trees during construction,
utility trenching in TPZ, and any other construction activities that could affect existing
trees.
Report on tree conditions, both orally and in written form, and provide an accurate
and detailed assessment of trees' species, size, health, evaluation of root conditions,
structure, risk factors and monetary value.
Provide pest and disease diagnostics and provide protection strategies from the
physical stress of construction.
All documents generated by the Consulting Arborist will be delivered electronically by
email unless requested in another format.
Supplemental tasks may be assigned as needed.
HortScience I Bartlett Consulting
325 Ray St. Pleasanton,CA 94566
phone 925.484.0211 1 fax 925.484.5096 I www.hortscience.com
EXHIBIT A-2
Fee Schedule
HortScience | Bartlett Consulting
June 2024
Fee Schedule – City of Cupertino
Expert witness $350.00/hour
Managing Consultants $240.00/hour
Consultants $200.00/hour
Arborist $180.00/hour
Administrative staff $80.00/hour
Hourly fees are portal-to-portal. Direct expenses such as reproduction and
shipping shall be reimbursed at cost plus 15%. Mileage shall be reimbursed at
the latest published IRS rate, currently $0.67 per mile (from Berkeley).
HortScience│Bartlett Consulting ● Divisions of The F.A. Bartlett Tree Expert Company
2550 Ninth Street Suite 112, Berkeley, CA, 94710, 925.484.0211 ● www.hortscience.com
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A :
NAIC #
NAME:CONTACT
(A/C, No):FAX
E-MAILADDRESS:
PRODUCER
(A/C, No, Ext):PHONE
INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
$
$
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)
COMBINED SINGLE LIMIT
AUTOS ONLY
AUTOSAUTOS ONLY
NON-OWNED
SCHEDULEDOWNED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
EROTH-STATUTEPER
LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR
CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE
DAMAGE TO RENTED $PREMISES (Ea occurrence)
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY PRO-JECT LOC
CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED
AUTOS ONLY
12/1/2023
York International Agency,LLC
Attn.bartlettcert@yorkintl.com
500 Mamaroneck Avenue
Harrison NY 10528
914-376-2200 914-376-2891
Travelers Property Casualty Company of America 25674
The Travelers Indemnity Company 25658HortScience|Bartlett Consulting
Divisions of The F.A.Bartlett Tree Expert Company
2550 Ninth St
Suite 112
Berkeley CA 94710
Federal Insurance Company 20281
Colony Insurance Company 39993
1115195025
A X 2,000,000
X 2,000,000
10,000
2,000,000
5,000,000
X
TC2J-GLSA-1005A129-TIL-23 12/1/2023 12/1/2024
4,000,000
A 3,000,000
X
X X
TC2J-CAP-1005A130-TIL-23 12/1/2023 12/1/2024
C X X 10,000,0007975254212/1/2023 12/1/2024
10,000,000
B
A XUB-7N673715-23-51-R
UB-7N781486-23-51-K
12/1/2023
12/1/2023
12/1/2024
12/1/2024 1,000,000
1,000,000
1,000,000
D Professional Liability CPLUS4278274 12/1/2023 12/1/2025 Each Act/Aggregate 5,000,000
The City of Cupertino,its City Council,officers,officials,employees,agents,servants and volunteers are included as additional insureds with respect to
Commercial General Liability,Automobile Liability,Umbrella Liability and Professional Liability for work performed by HortSciencel Bartlett Consulting where
required by written contract.Coverage is primary and non-contributory.Waiver of Subrogation applies
in favor of the additional insureds.Certificate Holder is scheduled to receive 30 day notice of cancellation.
The City of Cupertino
Community Development Department
Attn:Ellen Yau
10300 Torre Ave
Cupertino CA 95014
ENDORSEMENT WC 00 03 13 (00) -
POLICY NUMBER:
EMPLOYERS LIABILITY POLICY
AND
WORKERS COMPENSATION
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT
002
ONE TOWER SQUARE
HARTFORD CT 06183
UB-7N781486-23-51-K
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not
enforce our right against the person or organization named in the Schedule. (This agreement applies only to the
extent that you perform work under a written contract that requires you to obtain this agreement from us.)
This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule.
SCHEDULE
DESIGNATED ORGANIZATION:
DESIGNATED PERSON:
ANY PERSON OR ORGANIZATION FOR WHICH THE INSURED HAS AGREED
BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS TO FURNISH THIS
WAIVER.
INCLUDING:
ANY PERSON OR ORGANIZATION FOR WHICH THE INSURED HAS AGREED
BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS TO FURNISH THIS
WAIVER.
DATE OF ISSUE:PAGEST ASSIGN: OF12-01-23 1 1
COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED – PRIMARY AND
NON-CONTRIBUTORY WITH OTHER INSURANCE
© 2016 The Travelers Indemnity Company. All rights reserved.
Includes copyrighted material of Insurance Services Office, Inc. with its permission.
Page 1 of 1CA T4 74 02 16
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
PROVISIONS
1.The following is added to Paragraph A.1.c., Who
Is An Insured , of SECTION ll – COVERED
AUTOS LIABILITY COVERAGE :
This includes any person or organization who you
are required under a written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, to name
as an additional insured for Covered Autos
Liability Coverage, but only for damages to which
this insurance applies and only to the extent of
that person's or organization's liability for the
conduct of another "insured".
2.The following is added to Paragraph B.5., Other
Insurance of SECTION IV – BUSINESS AUTO
CONDITIONS:
Regardless of the provisions of paragraph a. and
paragraph d. of this part 5. Other Insurance, this
insurance is primary to and non-contributory with
applicable other insurance under which an
additional insured person or organization is the
first named insured when the written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, requires
this insurance to be primary and non-contributory.
TC2J-CAP-1005A130-TIL-23
COMM RCI L G NERA L IAB L TYEAELII
T IS ENDORSEMENT CHANGES T E POLICY. PL ASE READ IT CAREFULLY.H H E
BL ANKET ADDITIONAL INSURED
(Incl des Products-Completed Op erations If Required By Conturact)
Thi e dorseme t m d fie i suranc e prov ded und er he f l o ing :s n n o i s n i t o l w
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ag ee ent s in e fe t;andrmifc (b)Su er v so y,in pe t on, archi ect ral opirsciturb.If a d only to the ex ent th at such injury o,n t ,r engineerin a t v t e .g c i i i sdamaeis ca sed by a ts o om ssio s o yo ogucrinfur (2)Any "bod i y inju y or "prope ty d am gelr"r a "y ur subco tra tor in th e perfo m nce o "y uoncrafor
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© 2018 The Travelers Indemnity Company. All rights reserved.
COMM RCI L G NERA L IAB LITYEAELI
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organization
Liability
© 2018 The Travelers Indemnity Company. All rights reserved.
Insurance Requirements for Professional/Specialized Services Agreement
1
Version: Jan. 2022
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries
to persons or damages to property which may arise from or in connection with the performance and results
of the Services hereunder by the Contractor, his agents, representatives, employees or subcontractors.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office (“ISO”) Form CG 00 01 covering CGL
on an “occurrence” basis, including products and completed operations, contractual liability, property
damage, bodily injury, and personal and advertising injury with limits no less than $2,000,000 per
occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately
to this Project (ISO CG 25 03 or 25 04) or it shall be twice the required occurrence limit.
a. It shall be a requirement under this agreement that any available insurance proceeds broader
than or in excess of the specified minimum insurance coverage requirements and/or limits
shall be made available to the Additional Insured and shall be (1) the minimum
coverage/limits specified in this agreement; or (2) the broader coverage and maximum limits
of coverage of any insurance policy, whichever is greater.
b. Additional Insured coverage under Contractor's policy shall be "primary and non-
contributory," will not seek contribution from City’s insurance/self-insurance, and shall be
at least as broad as ISO CG 20 10 04 13
c. The limits of insurance required may be satisfied by a combination of primary and umbrella
or excess insurance, provided each policy complies with the requirements set forth in this
Contract. Any umbrella or excess insurance shall contain or be endorsed to contain a
provision that such coverage shall also apply on a primary basis for the benefit of City before
the City’s own insurance or self-insurance shall be called upon to protect City as a named
insured.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or, if Contractor has
no owned autos, then hired autos (Code 8) and non-owned autos (Code 9), with limits no less
than $1,000,000 per accident for bodily injury and property damage.
3. Workers’ Compensation: As required by the State of California, with Statutory Limits, and
Employer’s Liability Insurance of no less than $1,000,000 per occurrence for bodily injury or disease.
(Not required if Contractor provides written verification it has no employees).
4. Professional Liability. Insurance which includes coverage for professional acts, errors and omissions,
with limits no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate (if applicable).
If Contractor maintains broader coverage and/or higher limits than the minimums shown above, City requires
and shall be entitled to the broader coverage and higher insurance limits maintained by Contractor.
OTHER INSURANCE PROVISIONS
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Additional Insured Status
The City of Cupertino, its City Council, officers, officials, employees, agents, servants and volunteers are to
be covered as additional insureds on the CGL and automobile liability policies with respect to liability arising
out of the Services performed by or on behalf of Contractor including materials, parts, or equipment
furnished. Endorsement of CGL coverage shall be at least as broad as ISO Form CG 20 10 11 85 or if not
EXHIBIT C
Insurance Requirements
Professional/Specialized Services Agreement
Insurance Requirements for Professional/Specialized Services Agreement
2
Version: Jan. 2022
available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later
edition is used.
Primary Coverage
For any claims related to this Contract, the Contractor’s insurance coverage shall be primary coverage at least
as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees and volunteers. Any
insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be
excess of Contractor’s insurance and shall not contribute to it.
Notice of Cancellation
Each insurance policy shall state that coverage shall not be canceled or allowed to expire, except with written
notice to City 30 days in advance or 10 days in advance if due to non-payment of premiums.
Waiver of Subrogation
Contractor grants to City a waiver of any right to subrogation which any insurer of said Contractor may
acquire against City by virtue of the payment of any loss under such insurance. Contractor agrees to obtain
any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies
regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
Self-Insured Retentions
City may approve self-insured retentions and require proof of Contractor’s ability to pay losses and related
investigations, claim administration and defense expenses within the retention. The policy shall provide, or
be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
Acceptability of Insurers
Insurers must be acceptable to City and licensed to do business in California, and each insurer must have an
A.M. Best’s financial strength rating of “A” or better and a financial size rating of “VII” or better.
Claims Made Policies (applicable only to professional liability)
If any of the required policies provide coverage on a claims-made basis:
1. The Retroactive Date must be shown and must be before the Effective Date of the Contract.
2. Insurance must be maintained for at least five (5) years after completion of the Services.
3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with
a Retroactive Date prior to the Contract Effective Date, the Contractor must purchase “extended
reporting” coverage for a minimum of five (5) years after completion of the Services.
Verification of Coverage
Contractor shall furnish the City with acceptable original certificates and mandatory endorsements (or copies
of the policies effecting the coverage required by this Contract), and a copy of the Declarations and
Endorsement Page of the CGL policy listing all policy endorsements to City prior to commencing the
Services. City retains the right to demand verification of compliance at any time during the Contract.
Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements
stated herein, and Contractor shall ensure that City is an additional insured on insurance required from
subcontractors.
Insurance coverage shall not limit Contractor’s duties to indemnify, defend and hold City harmless. City
reserves the right to modify these requirements based on the nature of the risk, prior experience, insurer,
coverage or other special circumstances.
On call arborist
Final Audit Report 2024-06-26
Created:2024-06-19
By:Webmaster Admin (webmaster@cupertino.org)
Status:Signed
Transaction ID:CBJCHBCAABAAbGM2gRxO-HPvSPGXOSomRRMZSlFIHvMb
"On call arborist" History
Document created by Webmaster Admin (webmaster@cupertino.org)
2024-06-19 - 4:58:35 PM GMT- IP address: 35.229.54.2
Document emailed to Araceli Alejandre (aracelia@cupertino.org) for approval
2024-06-19 - 5:03:36 PM GMT
Document approved by Araceli Alejandre (aracelia@cupertino.org)
Approval Date: 2024-06-24 - 9:05:02 PM GMT - Time Source: server- IP address: 64.165.34.3
Document emailed to contracts@bartlett.com for signature
2024-06-24 - 9:05:05 PM GMT
Email viewed by contracts@bartlett.com
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Signer contracts@bartlett.com entered name at signing as Matthew Farin
2024-06-25 - 12:34:19 PM GMT- IP address: 69.115.173.154
Document e-signed by Matthew Farin (contracts@bartlett.com)
Signature Date: 2024-06-25 - 12:34:21 PM GMT - Time Source: server- IP address: 69.115.173.154
Document emailed to christopherj@cupertino.gov for signature
2024-06-25 - 12:34:23 PM GMT
Email viewed by christopherj@cupertino.gov
2024-06-25 - 1:21:27 PM GMT- IP address: 136.24.22.111
Signer christopherj@cupertino.gov entered name at signing as Christopher D. Jensen
2024-06-25 - 2:42:45 PM GMT- IP address: 136.24.22.194
Document e-signed by Christopher D. Jensen (christopherj@cupertino.gov)
Signature Date: 2024-06-25 - 2:42:47 PM GMT - Time Source: server- IP address: 136.24.22.194
Document emailed to benjaminf@cupertino.gov for signature
2024-06-25 - 2:42:49 PM GMT
Email viewed by benjaminf@cupertino.gov
2024-06-25 - 4:25:15 PM GMT- IP address: 104.28.123.101
Signer benjaminf@cupertino.gov entered name at signing as Benjamin Fu
2024-06-26 - 0:22:38 AM GMT- IP address: 64.165.34.3
Document e-signed by Benjamin Fu (benjaminf@cupertino.gov)
Signature Date: 2024-06-26 - 0:22:40 AM GMT - Time Source: server- IP address: 64.165.34.3
Document emailed to kirstens@cupertino.gov for signature
2024-06-26 - 0:22:42 AM GMT
Email viewed by kirstens@cupertino.gov
2024-06-26 - 0:25:15 AM GMT- IP address: 104.47.73.254
Signer kirstens@cupertino.gov entered name at signing as Kirsten Squarcia
2024-06-26 - 0:25:37 AM GMT- IP address: 64.165.34.3
Document e-signed by Kirsten Squarcia (kirstens@cupertino.gov)
Signature Date: 2024-06-26 - 0:25:39 AM GMT - Time Source: server- IP address: 64.165.34.3
Agreement completed.
2024-06-26 - 0:25:39 AM GMT