12444824R0001 Solicitation Pkg.pdf

12444824R0001

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

1 79

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

CAUTION: LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

SEC. DESCRIPTION PAGE(S) (X) DESCRIPTION SEC. (X)

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

CALENDAR DAYS (%)30 CALENDAR DAYS (%)20 CALENDAR DAYS (%)10 CALENDAR DAYS (%)

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

41 U.S.C. 3304 (a) ( 10 U.S.C. 2304 (c) (

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

12/20/2023 X

USDA-FS CSA EAST 9

1720 PEACHTREE ST NW

STE 876S

ATLANTA GA 30309-2449

2359 ET 01/15/2024

PATRICK C JONES

patrick.jones2@usda.gov

PAGE(S)

AMELIA DAVILA-GARCIA

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

12. In compliance with the above, the undersigned agrees, if this offer is accepted within _____0_________ calendar days (60 calendar days unless a different period is inserted

X

X

X

X

X

X

X

X

X

X

X

X X

2-8

9-28

31-32

33-34

35-38

39-54

56-60

61-62 63-64

SOLICITATION NO: 12444824R0001

UNIT: Grey Towers - Milford, PA

PROJ NAME: Tree Maintenance Services

Table of Contents

PART I—THE SCHEDULE

SECTION B--SUPPLIES OR SERVICES AND PRICES/COSTS

SCHEDULE OF ITEMS

B.1 Description of Requirement B.2 Please complete Attachment A – Schedule of Services B.3 Offerors Please Note

QUOTED PRICE (BASE PERIOD)

QUOTED PRICE (OPTION PERIOD 1)

QUOTED PRICE (OPTION PERIOD 2)

QUOTED PRICE (OPTION PERIOD 3)

QUOTED PRICE (OPTION PERIOD 4)

B.4 Period of the Contract B.5 Type of Contract

B.6 AGAR 452.216-73 MINIMUM AND MAXIMUM CONTRACT AMOUNTS (FEB 1988)

SECTION C - DESCRIPTION/SPECIFICATION/WORK STATEMENT

SECTION D--PACKAGING AND MARKING

SECTION E--INSPECTION AND ACCEPTANCE

E.1 FAR 52.246-1 Contractor Inspection Requirements. (APR 1984) E.2 FAR 52.246-4 Inspection of Services - Fixed-Price (AUG 1996) E.3 AGAR 452.246-70 Inspection and Acceptance (FEB 1988)

SECTION F--DELIVERIES OR PERFORMANCE

F.1 FAR 52.242-15 Stop-Work Order (AUG 1989) F.2 FAR 52.242-17 Government Delay of Work (APR 1984) F.3 AGAR 452.211-74 Period of Performance (FEB 1988)

SECTION G--CONTRACT ADMINISTRATION DATA

G.1 AGAR 452.215-73 Post Award Conference (NOV 1996)

G.2 DESIGNATION OF CONTRACTING OFFICER'S REPRESENTATIVE

G.3 PROJECT MANAGER

G.4 NOTIFICATION OF SUBCONTRACTING

G.5 INVOICE REQUIREMENTS

G.6 GUIDANCE FOR SUBMITTING A PROPER INVOICE FOR PAYMENT

SECTION H--SPECIAL CONTRACT REQUIREMENTS

PROVISIONS INCORPORATED BY REFERENCE

H.1 AGAR 452.228-71 INSURANCE COVERAGE (NOV 1996)

H.2 AGAR 452.237-74 KEY PERSONNEL (FEB 1988)

H.3 SAFETY

H.4 SUBMITTAL OF A SAFETY PLAN

PART II--CONTRACT CLAUSES

SECTION I--CONTRACT CLAUSES

Clauses Incorporated by Full Text

PART III--LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTS

SECTION J--LIST OF ATTACHMENTS

PART IV--REPRESENTATIONS AND INSTRUCTIONS

SECTION K--REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS OR

RESPONDENTS

Provisions Incorporated by Reference

SOLICITATION NO: 12444824R0001

UNIT: Grey Towers - Milford, PA

PROJ NAME: Tree Maintenance Services

Representations & Certifications (Offeror to complete) FAR 52.209-7, Information Regarding Responsibility Matters (OCT 2018) (Offeror to complete) FAR 52.212-3 Offeror Representations and Certifications – Commercial Products and Commercial Services (NOV 2023) (DEVIATION NOV 2022) (Provision) (Offeror to complete)

SECTION L--INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS OR RESPONDENTS

FAR 52.252-1 Solicitation Provisions Incorporated by Reference (FEB 1998) Provisions Incorporated by Full Text

SECTION M--EVALUATION FACTORS FOR AWARD

Provisions Incorporated by Full Text M.1 FAR 52.212-1, Instructions to Offerors – Commercial Products and Commercial Services (SEP 2023) M.2 FAR 52.212-2, Evaluation Commercial Items (NOV 2021) …………………………………………………………………………63

ATTACHMENT A – EXPERIENCE QUESTIONNAIRE

ATTACHMENT B – PAST AND PRESENT PERFORMANCE QUESTIONNAIRE

ATTACHMENT C – WAGE DETERMINATION 2015-4213 (REV 24), DATED 06/30/2023

Solicitation #: 12444824R0001 UNIT: Grey Towers – Milford, PA PROJ NAME: Tree Maintenance

Service PAGE 2 of 79

PART I—THE SCHEDULE

SECTION B--SUPPLIES OR SERVICES AND PRICES/COSTS

SCHEDULE OF ITEMS

B.1 DESCRIPTION OF REQUIREMENT

The contractor shall perform tree maintenance for trees in a highly maintained formal landscape and wooded areas in various locations at Grey Towers National Historic Landmark Site as described in Section C.

The term of this contract will be approximately a twelve (12) month base period, with four (4) one year (12 month) option periods, if exercised. The base period of this contract shall commence on February 1, 2024.

B.2 Please complete Attachment A – Schedule of Services

- See Schedule.

B.3 OFFERORS PLEASE NOTE:

A. Before preparing your offer, carefully review Sections K, L, and M. All questions must be e-mailed to the Contract Specialist, Patrick C. Jones at patrick.jones2@usda.gov with a courtesy copy to Amelia Davila-Garcia at amelia.davila-garcia@usda.gov.

B. One contract will be awarded in accordance with the evaluation factors in Section L and M.

C. All prospective offerors are encouraged to inspect the site prior to submitting an offer to assess the condition of the site and the scope of work proposed. Failure to do so does not relieve the offeror from accurately determining the scope of work required. Please contact Elizabeth Hawke to schedule a site visit. Ms. Hawke can be reached by telephone at O:570-296-9661 or by e-mail at elizabeth.hawke@usda.gov

D. A post award pre-work meeting will be scheduled with the successful offeror/contractor. This meeting must take place within three (3) days of contract award.

E. This requirement is a total small business set aside. The NAICS Code for this acquisition is 561730, with a small business size standard of 1,350 employees.

F. Contractors are required to be registered in the System for Award Management (SAM) per FAR 52.204-7.

B.4 PERIOD OF THE CONTRACT

This contract is for approximately a twelve (12) month Base Period beginning approximately February 1, 2024, plus four (4) twelve (12) month option periods, if exercised. This is a unilateral right of the Government to extend. Each time an option to extend is exercised; it will be for a period of one additional period. Contractor will be notified in accordance with appropriate clause contained in Section I.

B.5 TYPE OF CONTRACT

The Government contemplates award of a Firm-Fixed Price Multi-Year Indefinite Delivery Indefinite Quantity (IDIQ) contract resulting from this solicitation.

mailto:patrick.jones2@usda.gov mailto:amelia.davila-garcia@usda.gov mailto:elizabeth.hawke@usda.gov

PROJ NAME: Tree Maintenance

Service PAGE 3 of 79

B.6 AGAR 452.216-73 MINIMUM AND MAXIMUM CONTRACT AMOUNTS (FEB 1988)

During the period specified in FAR clause 52.216-18, ORDERING, the Government shall place orders totaling a minimum of $5,000.00, but not in excess of $500,000.00.

The Government shall place orders totaling a minimum of $5,000.00, but not in excess of $500,000.00 for each Option Period, if exercised.

(End of Clause)

PROJ NAME: Tree Maintenance

Service PAGE 4 of 79

SECTION B – CONTINUATION OF SF-1449

Schedule of Items/Price Schedule

Project Description: Grey Towers Tree Maintenance & Removal

Vendor Name: __________________________________Vendor UEI:___________________

BASE PERIOD: 1 Feb 2024 thru 31 Jan 2025, approximately Item

# Supplies/Services QTY Unit of Issue Unit Price

0001 Pruning

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

0002 Arborist Skilled Removals

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

0003 Laborer (Unskilled) Removals

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

0004 Grinding

- Grinding: Leave in place 1 HR $

- Grinding: Remove all grinds backfill w/topsoil, overseed 1 HR $

- Stump Removal 1 HR $

- Tub Grinding 1 HR $

0005 Cable/Bracing 1 HR $ 0006 Fertilization/Toot Enhancement 1 HR $ 0007 Vertical Mulching/Aeration 1 HR $ 0008 Insecticides Application 1 HR $ 0009 Protective Mulching 1 HR $ 0010 Emergency Tree Work

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

Contractor Name: _____________________________

Contractor Signature: ____________________________________

Date: ____________________________

PROJ NAME: Tree Maintenance

Service PAGE 5 of 79

OPTION YEAR 1: 1 Feb 2025 thru 31 Jan 2026, approximately Item

# Supplies/Services QTY Unit of Issue Unit Price

1001 Pruning

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

1002 Arborist Skilled Removals

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

1003 Laborer (Unskilled) Removals

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

1004 Grinding

- Grinding: Leave in place 1 HR $

- Grinding: Remove all grinds backfill w/topsoil, overseed 1 HR $

- Stump Removal 1 HR $

- Tub Grinding 1 HR $

1005 Cable/Bracing 1 HR $ 1006 Fertilization/Toot Enhancement 1 HR $ 1007 Vertical Mulching/Aeration 1 HR $ 1008 Insecticides Application 1 HR $ 1009 Protective Mulching 1 HR $ 1010 Emergency Tree Work

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

Contractor Name: _____________________________

PROJ NAME: Tree Maintenance

Service PAGE 6 of 79

Option Year 2: 1 Feb 2026 thru 31 Jan 2027, approximately Item

# Supplies/Services QTY Unit of Issue Unit Price

2001 Pruning

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

2002 Arborist Skilled Removals

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

2003 Laborer (Unskilled) Removals

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

2004 Grinding

- Grinding: Leave in place 1 HR $

- Grinding: Remove all grinds backfill w/topsoil, overseed 1 HR $

- Stump Removal 1 HR $

- Tub Grinding 1 HR $

2005 Cable/Bracing 1 HR $

2006 Fertilization/Toot Enhancement 1 HR $

2007 Vertical Mulching/Aeration 1 HR $

2008 Insecticides Application 1 HR $

2009 Protective Mulching 1 HR $

2010 Emergency Tree Work

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

Contractor Name: _____________________________

PROJ NAME: Tree Maintenance

Service PAGE 7 of 79

OPTION YEAR 3: 1 Feb 2027 thru 31 Jan 2028, approximately Item

# Supplies/Services QTY Unit of Issue Unit Price

3001 Pruning

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

3002 Arborist Skilled Removals

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

3003 Laborer (Unskilled) Removals

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

3004 Grinding

- Grinding: Leave in place 1 HR $

- Grinding: Remove all grinds backfill w/topsoil, overseed 1 HR $

- Stump Removal 1 HR $

- Tub Grinding 1 HR $

3005 Cable/Bracing 1 HR $

3006 Fertilization/Toot Enhancement 1 HR $

3007 Vertical Mulching/Aeration 1 HR $

3008 Insecticides Application 1 HR $

3009 Protective Mulching 1 HR $

3010 Emergency Tree Work

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

Contractor Name: _____________________________

PROJ NAME: Tree Maintenance

Service PAGE 8 of 79

OPTION YEAR 4: 1 Feb 2028 thru 31 Jan 2029, approximately Item

# Supplies/Services QTY Unit of Issue Unit Price

4001 Pruning

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

4002 Arborist Skilled Removals

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

4003 Laborer (Unskilled) Removals

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

4004 Grinding

- Grinding: Leave in place 1 HR $

- Grinding: Remove all grinds backfill w/topsoil, overseed 1 HR $

- Stump Removal 1 HR $

- Tub Grinding 1 HR $

4005 Cable/Bracing 1 HR $

4006 Fertilization/Toot Enhancement 1 HR $

4007 Vertical Mulching/Aeration 1 HR $

4008 Insecticides Application 1 HR $

4009 Protective Mulching 1 HR $

4010 Emergency Tree Work

- Crew, Chip Truck, Chipper 1 HR $

- Bucket Truck, Crew, Chip Truck, Chipper 1 HR $

- Log Truck 1 HR $

Contractor Name: _____________________________

PROJ NAME: Tree Maintenance

Service PAGE 9 of 79

SECTION C - DESCRIPTION/SPECIFICATION/WORK STATEMENT

STATEMENT OF WORK (SOW) FOR GREY TOWERS, NHS

SPECIFICATIONS - TREE MAINTENANCE & REMOVALS

The objective of this contract is tree maintenance for trees in a highly maintained formal landscape and wooded areas in various locations at Grey Towers National Historic Landmark Site.

General Requirements:

Grey Towers National Historic Site is a historically significant property being the home to Gifford Pinchot, acknowledged father of American Forestry and two-time Governor of Pennsylvania. Grey Towers is owned and administered by the USDA, Forest Service. It is located on Old Owego Turnpike at 151 Grey Towers Drive Milford, PA. The landscape features many designed “garden rooms” and is particularly significant, including the planted trees. The work to the trees, other than the selected removals, is to increase site safety, aesthetic beauty and prolong the life of these specimen trees in order to preserve the integrity of the property. All the work performed on the property could conceivably affect the historic nature of the buildings, grounds, walkways, plantings, and other features. The contractor shall take in account the effects of his work and plan accordingly to assure the safe execution of his employees’ actions in executing the scope of work.

PART 1: SCOPE

A. The Contractor shall furnish all equipment and sufficient personnel for selected maintenance (ie: tree pruning, removal, root pruning, fertilization/root enhancement, cabling/bracing, and spraying) and all related incidental work as in accordance with the bid schedule and specifications stated herein. Therefore, any items not specifically noted, but necessary for performance in accordance with accepted industry standards, shall be furnished under this contract.

B. Nearly all trees are located within developed areas containing high densities of pedestrians, vehicles, utilities, and structures.

C. This contract is intended to augment the in-house work forces at Grey Towers NHS. Instances where the contractor may be called upon include performing tree maintenance tasks beyond the capabilities of the in-house work forces. This is a requirements-type contract. The items of tree work shown on the bid schedule are strictly estimates. The quantity of work will depend upon the vagaries of weather, visitor use, and/or construction impacts, in-house capabilities, insect and disease infestations and funding. This contract will be effective for a period commencing in approximately February 2024 through January 2029 (including all option periods, if exercised).

D. The contractor shall comply with the rules for subcontracting as outlined in FAR 52.219-14, Limitations on Subcontracting (Oct 2022). All licensing and experience requirements as outlined in this contract for the prime contractor also apply to any subcontractor.

E. The Contractor shall be on call for emergency tree work. The contractor shall provide the COR with contact telephone numbers for live response 24 hours per day 7 days a week for emergency purposes. The contractor must respond to any calls within one hour of telephone contact. The contractor shall respond to the job site within 5 hours of receiving an emergency call. Emergency Tree Work will be charged on the approved rates for time and materials.

PROJ NAME: Tree Maintenance

Service PAGE 10 of 79

PROVISION FOR EMERGENCIES

In emergencies affecting the safety of persons or the Work or property at the site or adjacent thereto, Contractor, without special instruction or authorization from the Owner, is obligated to act, at its discretion, to prevent threatened damage, injury or loss. Contractor shall give prompt written notice of any significant changes in the Work or deviations from the Contract Documents caused thereby. Mobilization in no more than 4-hours.

Contractor shall make available its crews for emergency hazardous and storm damaged work as determined by US Forest Service COR or CO. If in their judgment, a tree poses an immediate threat to life, public safety, and historic structures it is to be removed immediately. This work maybe day or night, weekends, holidays, or during any disasters natural, such as ice or snowstorms, hurricanes and other strong storms, etc. or manmade. Contractor shall furnish US Forest Service with the name and telephone number of the person to contact for emergency crews.

PART 2: GENERAL PROVISIONS

2.01 QUALITY ASSURANCE:

2.01.1 Professional Qualifications:

A. Nonskilled laborer(s) for tree removals outside the historic core and historic structures. This is for removals and also brushing and bucking of downed trees in above referenced areas.

B. All other work shall be under the direction and general supervision of an Arborist(s) certified by the International Society of Arboriculture (ISA) who possess verifiable experience as a full-time direct supervisor of shade tree maintenance and climbing work crews and technical competence in tree physiology, identification, diagnosis of disorders, and current tree care and safety practices in accordance with accepted industry standards.

C. The Certified Arborist shall be on the job site at all times for jobs requiring an arborist and shall be the primary contact with the Government's technical representative responsible for controlling the quality of work and inspecting all completed work to ensure that contract performance requirements are met. Approved noncompliance will be at the discretion of the COR.

D. All tree workers shall, through related training and on the job experience, be familiar with the technical aspects and hazards of tree maintenance work and equipment used in such operations. All tree workers shall abide by any code of ethics or professional conduct established by the National Arborist Association and the International Society of Arboriculture.

E. A list of all crew supervisors and tree workers anticipated as part of the work crews as well as their positions (i.e.: certified line clearance tree trimmers, qualified tree trimmers, tree trimmer trainees, and ground personnel not responsible for trimming trees), affiliation with the company, and related training and on the job experience shall be submitted and approved by the US Forest Service. If so, directed by the COR a separate list of personnel to be used on a given job shall be submitted for each delivery order.

F. Each crew shall consist of at a minimum:

i. ISA Certified Arborist/Tree Crew Supervisor (when required per contract)

ii. Experienced Climbers (ISA Certified Preferred)

iii. Grounds persons

G. All workers shall be recognizable as employees of the contractor by wearing distinctive clothing bearing the

PROJ NAME: Tree Maintenance

Service PAGE 11 of 79 name of the company or by wearing appropriate badges which show the Contractor's company name and employee name.

H. All spray applications and injections shall be under the direct supervision of a Certified Pesticide Applicator licensed to spray within the state of Pennsylvania who possess verifiable experience and technical competence in applying pesticides to shade, flowering and evergreen trees in areas with concentrations of buildings, vehicles, and pedestrians. The Certified Pesticide Applicator must have verifiable work experience as a full-time direct supervisor of the pesticide application work crews and must be present on the job site at all times work is being performed or pesticide is being handled. The Certified Pesticide Applicator shall be the primary contact with the COR responsible for controlling the quality of work and inspecting all completed work to ensure that contract performance requirements are met. All workers handling or applying pesticide shall, be registered as pesticide applicators and, through related training and on the job experience, be familiar with the safety and technical aspects of applying pesticide and equipment used in such operations.

I. The Contractor must submit copies of all licenses and certificates necessary for complying with Federal, State, and Municipal laws, codes, and regulations concerning the application of pesticides on a public street.

2.01.2 EQUIPMENT REQUIREMENTS:

A. All equipment must meet all federal OSHA, state and local safety requirements and must be properly licensed.

This includes equipment such as bucket trucks, aerial lifts, chipper trucks, wood trucks, stump grinders etc. which may be needed to correctly perform tree pruning and removal in accordance with the specifications stated herein.

B. A list of the equipment anticipated for use shall be submitted and include the make and model, year manufactured, tag # if applicable, and date of last inspection. If so requested by the COR, a list of the equipment to be used shall be submitted for each delivery order. Listed equipment must be on the job site when necessary, during the execution of the delivery order.

C. Required Equipment: At a minimum, each crew shall have access to the following equipment or equivalent.

• 23 ½ ton crane

• 20-inch diameter chipper

• 75-foot forestry elevator

• Grapple debris truck

• Spray & fertilization injection tools

• Air Spade

• Bucket Truck with a minimum of a 55’ vertical reach.

• Log Truck with Clam/Prentice Loader

• Dumping Box Chip Truck – minimum 27 cubic yard capacity

• Stump Grinder

D. The name or logo of the contractor must be clearly displayed on all trucks used on the job.

2.01.3 MONETARY ADJUSTMENT FOR INADEQUATE PERFORMANCE:

It is mutually agreed that failure to satisfactorily accomplish work in accordance with the specifications and provisions stated herein when due to the fault of the contractor, shall constitute a deficiency under this contract.

All work will be regularly inspected by the COR and any deficiencies will be reported in writing to the contractor and Contracting Officer. Corrective action by the contractor shall be taken promptly and the work satisfactorily accomplished. Deficiencies in daily tasks shall be completed within the day the deficiency is noted. The Contracting Officer will make the determination, based on inspection by the COR, as to the existence of a

PROJ NAME: Tree Maintenance

Service PAGE 12 of 79 deficiency in performance; the corrective action(s) to be taken; and the timeliness of deficiency correction. If deficiencies are not corrected in a satisfactory and timely manner, work will not be accepted for payment and/or a monetary deduction will be made.

Irreversible damage to the tree(s) will be subject to a monetary adjustment in accordance with the Guide for Plant Appraisal (10th edition, 2018) authored by the Council of Tree and Landscape Appraisers and the Mid-Atlantic Tree Species Rating Guide developed by the Mid-Atlantic Chapter of International Society of Arboriculture.

2.01.4 REPORTS:

A. The contractor shall maintain a daily work log. The work log shall include the scope of work performed in accordance with the contract bid schedule. A copy shall be filed with the COR on a daily and /or weekly basis.

B. The US Forest Service will supply, and the contractor shall maintain, a daily pesticide use log for all areas treated and include the total gallons of mixed material applied and the total number of trees treated for each period of treatment and their respective diameter at breast height (dbh). A copy shall be filed with the COR on a daily basis.

C. The contractor shall note and report to the COR in writing the presence of any structural weakness, girdling roots, disease conditions, decayed trunk or branches, and split crotches or branches or any other hazardous condition that has potential for damage to property or personal injury that cannot be corrected within the scope of work described herein.

2.01.5 PRE-EXISTING DAMAGE

In instances where the contractor finds pre-existing conditions or damage to Site resources which may reflect upon the quality of his work or cause him undue liability, the contractor shall not start work until the contractor and COR have agreed on the responsibility for these pre-existing conditions.

2.02 SCHEDULING AND COORDINATION:

A. Quantities and scope of work to be performed and time frame(s) for completion will be identified on individual delivery orders which will be subject to the terms and conditions under this contract.

B. All affected trees will be identified with marking ribbon or as otherwise required by the USFS Grey Towers prior to the contractor commencing work.

C. Prior to commencing work the contractor is responsible for inspecting all affected trees to ensure that the prescribed work is in accordance with the scope of the specifications stated herein and unit prices of the contract bid schedule.

D. The Contracting Officer's Representative will be responsible for acting on behalf of the Contracting Officer on all matters of work within the scope of the contract. Approval of work beyond the scope of the contract (i.e.: cabling and bracing, wound treatment, technical removals requiring the use of a crane etc.) is reserved for the Contracting Officer. The contractor is responsible for notifying the COR in writing all work that is beyond the scope of the contract and include a proposal for performing the prescribed work that includes a breakdown with unit prices for labor, materials, and equipment required to ensure that the tree can be safely removed and/or the hazards corrected. The COR will evaluate the proposal and if valid will seek approval from the Contracting Officer. Failure of the contractor to obtain the approval of the Contracting Officer for work beyond the scope of the contract will release the government from any obligation to pay for services claimed.

PROJ NAME: Tree Maintenance

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E. The contractor shall commence work within 7 days of receiving a delivery order. The contractor shall notify the COR 48 hours prior to beginning any work on a delivery order. Work shall be performed between the hours of 7:00 a.m. and 3:30 p.m., Monday through Friday, Federal holidays excluded, unless authorized in writing by the COR.

F. Work shall be scheduled and arranged so as not to interfere with tours/events or normal activities at Grey Towers. Advanced notice will be given to the contractor if a conflict is expected. Any plant debris, personnel or equipment that would interfere with an activity or event shall be removed prior to the activity.

G. Once work begins the contractor is expected to be on the job site each day in which weather conditions are favorable as determined by the COR or designated representative.

H. All work within a designated area as specified on the delivery order shall be completed, inspected, and accepted in accordance with the procedures stated herein before beginning work in another area.

I. All areas to be sprayed shall be posted 24 hours in advance. Notification signs shall be submitted and approved by the COR before posting. The sign shall measure a minimum of 10” x 12” and be legible from a distance of at least 50 feet, clearly state that the trees are to be treated, the pest targeted, and the date(s) and times application is scheduled. Signs shall be placed as directed by the COR.

J. If, at any time, the COR determines that the work is unsatisfactory or being conducted in an unsafe manner, the contractor will be notified and shall immediately cease all work activities.

2.03 SAFETY:

A. All operations shall be conducted in accordance with ANSI Z133.1-2000 Safety Requirements for Pruning, Trimming, Repairing, Maintaining and Removing Trees and Cutting Brush and all federal OSHA, state and local safety requirements.

B. Employees shall wear reflective, bright orange vests while conducting operations in or adjacent to roadways.

C. No one except the operator shall be within 6 feet of a power saw.

2.04 WARNING SIGNS AND BARRICADES

A. All roadways and trails shall remain open to the public unless approved by the COR. The public ways shall not be encumbered, or any unusual traffic situations created by reason of operations under this contract without approval of the COR.

B. The contractor shall provide, erect and maintain all necessary signs, barricades, traffic cones, warning and danger signals and signs, and provide a sufficient number of watchmen and flagmen to insure the safe flow of traffic, protection of the work area and the safety of the public.

2.05 WORK AREA:

Contractor shall confine his work, the storage of materials and equipment, the parking of vehicles, and all other operations in connection with this contract to the specified hours and work areas approved by the COR. The Contractor shall not permit heavy equipment or vehicles or the stock piling of heavy materials off hard surface roads without the expressed permission of the COR. Limited activity may take place within the root protection area with the expressed permission of the COR in areas determined to be safe from excessive damage. The root

PROJ NAME: Tree Maintenance

Service PAGE 14 of 79 protection area is defined as an area equal to a radius of 1.5 feet for each inch of diameter at breast height (dbh) (i.e.: a 10-inch dbh tree will have a root protection area equal to 15 feet from the main trunk in all directions).

All damage resulting from such operations shall be repaired to its original condition or to the satisfaction of the COR at no additional cost to the Government.

2.06 RESPONSIBILITY REGARDING EXISTING STRUCTURES, UTILITIES, EXISTING

PLANT MATERIAL AND OTHER LANDSCAPE FEATURES:

A. The contractor will be held responsible for any damages to, and for maintenance and protection of existing structures. Contractor shall patch, repair or replace portions of sidewalks, curbs, gutters, drives, and the like that are damaged in connection with work under this contract or as a result of operations thereunder.

Materials and methods shall conform to the current standards for the area damaged, match existing on-site materials, shall meet the approval of all cognizant officials and the COR. All damaged areas shall make smooth, satisfactory, and imperceptible transitions to existing adjacent work, and shall be performed without additional expense to the USFS.

B. The contractor will be held responsible for any damages to, and for maintenance and protection of existing utilities. The existence and location of underground utilities shall be investigated and verified in the field by the contractor before starting work.

C. The contractor shall preserve and protect all existing vegetation such as trees, shrubs, perennials, and grass areas on or adjacent to trees being pruned or removed which do not reasonably interfere with work. The contractor shall be responsible for all unauthorized cutting or damage to trees and shrubs, including damage due to careless operation of equipment, stockpiling of materials or tracking of grass and other surfaced areas by equipment. Such damaged areas or materials shall be restored, repaired or replaced by the contractor, as directed by the COR, at no additional cost to the Government. Unauthorized cutting or damage to trees will be subject to liquidated damages in accordance with the Guide for Plant Appraisal (10th edition, 2018) authored by the Council of Tree and Landscape Appraisers and the Mid-Atlantic Tree Species Rating Guide developed by the Mid-Atlantic Chapter of International Society of Arboriculture.

2.07 CLEANUP AND RESTORATION:

The government may wish to retain some pieces of removed trees and or trimmed braches of interest. The COR will notify contractor ahead of time. Contractor will move to COR designated site on the property.

The contractor will be required to furnish all labor, materials, and equipment for daily cleanup and restoration of all disturbed areas or features, which have been damaged during the course of this contract. If so directed by the COR, the contractor shall be prepared to sweep and wash paved surfaces daily or as needed.

2.08 AIR AND WATER POLLUTION CONTROL:

The Contractor shall take all necessary measures to prevent air and water pollution by any material and/or equipment used during the application. The Contractor shall keep the site clean and free of trash, cigarette butts and debris including, but not limited to, plastic labels, bags, etc. All debris shall be disposed of, off the site, at the end of each day unless otherwise directed by the COR.

2.09 APPROVALS: All approvals shall be in writing.

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PART 3: EXECUTION

3.01 PRUNING:

3.01.1 SCOPE

The work to be performed under this section shall include pruning trees in accordance with the American National Standard for Tree Care Operations - Tree, Shrub, and Other Woody Plant Maintenance - Standard Practices, ANSI A300 (Part 1) -2000 Pruning.

3.01.2 GENERAL REQUIREMENTS

A. On the same day a tree is pruned the contractor shall remove all wood and debris from the site. Removal and disposal shall be the responsibility of the contractor. There shall be no sale of wood on government property.

B. The contractor shall chip all material that is 18-24” diameter or less.

C. If so directed by the COR, chips shall be delivered and unloaded to a specified location in the site and/or blown into adjacent natural areas chips may be blown into adjacent natural areas.

D. All specified pruning and removals at the site of any one tree shall be completed, including removal of logs and debris, before initiating work on the next tree.

E. No more than one-fourth (1/4) of the foliage on a mature tree shall be removed during a pruning operation.

The COR shall be contacted prior to pruning any tree specified as Maintenance Pruning if said pruning will reduce the surface area of the tree by more than one-fourth.

F. Upon completion of pruning, one-half (1/2) of the foliage shall remain evenly distributed in the lower two-thirds (2/3) of the crown and individual limbs.

G. Branches shall be removed in such a manner so as to not cause damage to other parts of the tree. Branches too large to support with one hand shall be precut to prevent splitting or tearing of the bark. Where necessary, to prevent tree or property damage, branches or portions of branches shall be lowered to the ground by ropes or equipment. Under no circumstances can branches be dropped freely onto the road, shoulder, or paved surfaces.

H. When a branch is cut back to a lateral not more than one-fourth (1/4) of its leaf surface shall be removed. All effort shall be made to cut back to a lateral, one-third (1/3) the diameter of the branch being removed.

I. When removing a lateral branch at its point of origin on the trunk or parent limb, the final cut shall be made in branch tissue sufficiently close to the trunk or parent limb starting just above a vigorous bud or shoot and running back across the limb at a 45-degree angle, without cutting into the bark branch ridge or branch collar or leaving a protruding stub. When removing a branch with a narrow branch attachment, the final cut should be made from the bottom of the branch up. Where branches cross and rub together or are forming a "V" crotch, one branch shall be removed with consideration of the tree's natural form and structure.

J. When removing a leader or length of a branch, the angle of the cut should bisect the angle between the branch bark ridge and an imaginary line perpendicular to the leader. Trees which are developing more than one dominant leader shall be selectively pruned to promote a single dominant leader by sub-dominating the other competitive branches. Selection of the dominant leader shall be made with consideration of the tree's natural form and structure.

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K. When removing a dead branch, the final cut shall be made just outside the collar of live tissue. If the collar has grown out along the branch stub, only the dead stub should be removed. The live collar shall remain intact and uninjured. Removing entire or large portions of healthy, sound limbs simply because the contractor chooses not to provide the necessary equipment or labor to remove only the dead or dying terminals of said limb is prohibited.

L. Old injuries are to be inspected. Those not closing properly and where callus growth is not already completely established should be traced. Only damaged or loose bark should be removed, disturbing a minimal amount of live tissue.

M. The use of chain saws and circular blade power saws shall be limited to the removal of limbs no less than 2 inches in diameter.

N. Wounding paint shall not be used.

O. Climbing hooks shall not be worn while pruning.

3.01.3 PRUNING TYPES:

A. YOUNG TREE PRUNING:

1. All trees less than 6 inches in caliper shall be pruned to develop a sound scaffold branching system by selective thinning of branches and removal of dead, interfering, split, broken, and large branches with narrow angles of attachment. Scaffold branches should be 1/2 (one half) or less of the diameter of the trunk or parent branch at its attachment. Permanent lateral branches along scaffold limbs should be at least 2 (two) ft. out from the trunk and less than 1/2 the diameter of the limb at its attachment. The objective of pruning shall be as follows.

a. Deciduous Shade Trees: The central leader system of training shall be followed unless directed otherwise by the COR. The recommended spacing between primary scaffold branches should be approximately 18 inches.

b. Flowering Trees: The modified leader system of training shall be followed unless directed otherwise by the COR. The recommended spacing between primary scaffold limbs should be approximately 6-8 inches.

2. Trees over walks and trails shall have all lateral limbs and water sprouts removed from the main trunk of the tree to a minimum height of six (6) feet above the ground.

B. MAINTENANCE PRUNING: All trees designated as Maintenance Pruning are in developed areas. Trees shall be pruned to maintain and/or improve health and structure and shall include each of the following pruning types:

1. Hazard Reduction: Shall consist of the removal of all visible hazards with potential for damage to property or personal injury. Removal shall include, but is not limited to dead wood, heavy or weak horizontal branches and weak crotches. Weak crotches are defined as split or rotted wood between two trunks of limbs that may break and fall during high wind.

2. Crown Cleaning: Shall consist of the removal of dead, dying, diseased, interfering, objectionable weakly attached, low vigor branches, and water sprouts on the main trunk as well as those within the leaf area one inch in diameter and greater. All dead wood greater than 2 feet in length shall be removed regardless of diameter. An occasional branch up one inch may remain within the main leaf area where it is not practical to remove.

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3. Crown Raising: All street trees and trees over walks and trails over six inches diameter at breast height (dbh) shall have all lateral limbs and water sprouts removed from the main trunk of the tree to a height of seven (7) feet above the ground. All trees over 10 inches dbh must have all lateral limbs and water sprouts removed from the main trunk of the tree to a height of ten (10) feet above the ground. All trees adjacent to buildings and structures shall trimmed to provide three feet of clearance from such structure(s).

3.02 REMOVALS

3.02.1 SCOPE

The work to be performed under this section shall include removing trees in accordance with the American National Standard for Arboricultural Operations - Pruning, Repairing, Maintaining and Removing Trees and Cutting Brush - Safety Requirements - ANSI Z133.1-2000.

3.02.2 GENERAL REQUIREMENTS

A. For trees specified to have all wood, chips and debris removed, the contractor shall, on the same day the tree is removed, chip all material less than 18 -24 inches in diameter and remove all remaining wood and debris from the park and dispose of legally off site, unless approved otherwise by the COR. Removal of wood and chips from the site and disposal is the responsibility of the contractor. If so directed by the COR, chips shall be delivered and unloaded to a specified location in the site and/or blown into adjacent natural areas. There shall be no sale of wood on government property.

B. Climbing hooks shall only be worn for tree removals.

C. The Contractor shall take all reasonable precautions to avoid damaging surrounding vegetation or lawn areas and prevent gouging and erosion of soils as a result of tree removal operations

3.02.3 EXECUTION

A. Trees shall be felled only when there is an adequate felling area at least equal in radius to the height of the tree. Whenever possible trees should be felled on as level ground as possible avoiding stumps, rocks etc. which may cause the tree to roll when it falls.

B. Trees that cannot be felled due to adjacent trees, vegetation, roadways, buildings, structures, utilities, and/or lack of an adequate felling area shall be topped and/or sectioned.

C. When topping and/or sectioning is required, the lower limbs shall be removed first working toward the top until the tree is stripped and sections shall be small enough to be safely handled by the worker on a rope. Sectioning shall continue until the tree is low enough for felling.

D. Pull ropes shall be used on all trees that have potential for damage to property or existing vegetation should they fall in any direction other than that intended. Pull ropes shall be installed before any cutting is done at the base.

E. Stake holdfasts and men pulling the rope shall be outside the striking distance of the tree. If conditions make this impossible, the tree shall be topped and/or sectioned.

F. Felling Leaning, Split, Twin, or Hollow Trees: The Contractor is responsible for taking all precautions including, but not limited to, chaining, roping, corner cutting and the use of felling wedges and securely anchored tackle blocks to ensure that the tree will fall where desired and prevent twisting and/or

PROJ NAME: Tree Maintenance

Service PAGE 18 of 79 premature splitting or separation of the trunk. If a tree cannot be felled safely in one piece, the tree shall be topped and/or sectioned.

G. Notch: A Standard Notch should be used in the majority of cases. The notch shall be at right angles to the direction of pull. Make two cuts, one parallel or horizontal to the ground, the other at an angle of 45 degrees. The depth should be from 1/4 to 1/3 the diameter of the tree.

H. Backcut: The backcut should be horizontal and about two inches above the horizontal cut of the notch.

Bring the backcut in evenly until there is approximately two inches of holding wood left.

I. Felling: Before sawing into the two inches of holding wood the power saw operator shall have an adequate and clear escape route to one side of, and away from, the direction of the fall and ensure that all is in readiness for the tree to fall safely. Once this is done the tree can be felled.

J. All stumps shall be cut to a height not to exceed 2" from grade unless directed otherwise by the COR.

K. With the exception of stump removal, all specified removals at any one location shall be completed, including removal of logs and debris, before initiating work in another location unless approved otherwise by the COR.

3.03 STUMP GRINDING, STUMP REMOVAL AND TUB GRINDING

3.03.1 GRIND – LEAVE GRINDS IN PLACE

A. Stumps indicated for grinding shall be ground with a stump grinder to a minimum depth of 12 inches below grade with the depression refilled with the waste material.

B. If so directed by the COR stumps shall be ground to a depth of 24" or 36” with the depression refilled with the waste material.

C. Grinding shall include the main stump and all buttress (surface) roots to a minimum distance of 48” from the center of the stump in all directions.

D. Grubbing stumps shall not be permitted unless approved otherwise by the COR.

3.03.2 GRIND – REMOVE ALL GRINDS, BACKFILL WITH TOPSOIL, AND OVERSEED

A. Stumps indicated for grinding shall be ground with a stump grinder to a minimum depth of 12 inches below grade with all grinds removed and disposed of off-site.

B. If so directed by the COR stumps shall be ground to a depth of 24" or 36” with all grinds removed and disposed of offsite.

C. Grinding shall include the main stump and all buttress (surface) roots to a minimum distance of 48” from the center of the stump in all directions.

D. Grubbing stumps shall not be permitted unless approved otherwise by the COR.

E. The resulting depression(s) shall be refilled with topsoil in uniform (8-10) inch layers and compacted by hand tamping Note: Topsoil/Compost will be provided by the US Forest Service. Loading of topsoil/compost from the USFS storage area, delivery, and placement in the depression shall be the responsibility of the contractor.

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F. After placement and hand tamping of topsoil all bare soil shall be over seeded with a COR approved certified seed blend.

G. After placement of seed the surface shall be scarified using a hand rake to cover the seed and ensure good soil/seed contact.

3.03.3 STUMP REMOVAL

A. Removals shall include the main stump and all buttress (surface) roots to a minimum distance of 48” from the center of the stump in all directions.

B. The resulting depression(s) shall be refilled with topsoil in uniform (8-10) inch layers and compacted by hand tamping Note: Topsoil/Compost will be provided by the US Forest Service. Loading of topsoil/compost from the USFS storage area, delivery, and placement in the depression shall be the responsibility of the contractor.

C. After placement and hand tamping of topsoil all bare soil shall be over seeded with a COR approved certified seed blend.

3.03.4 TUB GRINDER

A. Grinding of large stockpile of brush and limb with commercially available Track Tub Grinder, or approved equivalent.

B. All chips and compost will be left on Forest Service site

3.04 CABLING AND BRACING

3.04.1 SCOPE

The work to be performed under this section shall include the installation of tree support systems (cabling and bracing) in accordance with the American National Standard for Tree Care Operations - Tree, Shrub, and Other Woody Plant Maintenance - Standard Practices, ANSI A300 (Part 3) -2018 Support Systems.

3.04.2 MATERIALS

A. Cable: Shall be Extra High Strength (1 x 7) left hand lay zinc coated strand per ASTM A-475.

B. Dead End Grips: Shall be manufactured wire rap designed to form a termination in the end of 1 x 7 left hand lay cable that meets the specifications of ASTM A-475 for zinc coated strand.

C. Thimbles: Shall be galvanized extra heavy-duty wire rope thimbles - Type III, that meet the performance specifications of federal standard FF-T276b

D. Lag Hook: Shall be a galvanized, lag thread "J" shape anchor.

E. Eye Bolt: Shall be a galvanized, drop forged, closed-eye bolt.

F. Turnbuckle: Shall be a galvanized, drop forged, closed-eye device fo adjusting tension.

G. Lag-thread Screw Rod: Shall be…