C250406_SOWV.pdf

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Attached to
Tree Maintenance and Pruning Services
Solicitation number
250406
Issued by
Orange County, California

About this file

This is a Scope of Work Verification form for the Orange County Transportation Authority (OCTA) regarding tree maintenance and pruning services under IFB 250406. The project encompasses tree pruning, removal, stump grinding, palm tree skinning, and tree planting services across multiple Orange County facilities including OCTA maintenance bases, park-and-ride facilities, transportation centers, and OC Streetcar properties. Contractors must complete an initial system-wide pruning within 90 calendar days of Notice to Proceed, followed by ongoing maintenance directed by OCTA. Routine service requests must be fulfilled within 72 hours, while emergency conditions affecting public safety or OC Streetcar operations must be addressed within 4 hours. Bids are due July 20, 2026, at 11:00 a.m., with a bidders' conference and site visit scheduled for July 20–24, 2026. Questions must be submitted by July 2, 2026, at 5:00 p.m. The contract term is two years, ending August 31, 2028, with an estimated value of $200,000.

The contract utilizes firm-fixed unit prices for specified tree species and sizes, though quantities are estimated only and not guaranteed. This is a prevailing wage contract subject to California Labor Code and Davis-Bacon wage requirements, with a Disadvantaged Business Enterprise (DBE) participation goal requiring bidders to submit a DBE Participation Commitment Form and Bidders List at bid opening. Evaluation is 100% cost-based, with award going to the lowest responsive and responsible bidder. Contractors must hold a valid California C-49 license for tree and palm maintenance, a C-31 license for zoned traffic control, and Public Works Contractor Registration. All personnel working near OC Streetcar facilities must complete mandatory four-hour OC Streetcar Roadway Worker Program training annually. Work must comply with ANSI A300 standards and be supervised by an International Society of Arboriculture Certified Arborist. Required insurance includes Commercial General Liability of $1 million per occurrence / $2 million aggregate, Automobile Liability of $1 million combined single limit, California Workers' Compensation with Waiver of Subrogation, and Employers' Liability of $1 million per accident, with proof of insurance due within 10 days of the effective date and before work commences. Addendum #1 (Revision) was posted July 8, 2026.

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Text version

SCOPE OF WORK VERIFICATION

This Form Must Be Submitted with Scope of Work (SOW)

FA-CAMM-071.docm (05/16/16) Page 1 of 1

The following general rules shall apply when preparing scopes of work and specifications:

a) Provide a clear and concise Scope of Work (SOW) and not impose unreasonable requirements.

b) Specifications and Scopes of Work shall identify all characteristics and specific tasks and functions of the items or services to be procured, and meet the Authority’s requirements.

c) Whenever possible, the expected quality of services to be provided or the performance characteristics of the item shall be specified.

d) The requestor shall identify all optional items, and the solicitation documents shall set forth the expected needs and the manner in which the related bid prices will be considered.

e) Brand name specifications must be accompanied by an explanation that clearly indicates that the specification is not intended to be restrictive.

f) The salient characteristics represented by the brand names shall be identified to allow for evaluation of possible “or equal” material.

g) Because standard specifications and requirements allow for more efficient operations and result in lower prices, they shall be used wherever suitable.

h) Industry, federal, state and local government specifications and requirements can be used.

Consultants are prohibited from writing the Scope of Work or assisting in the development or writing the Scope of Work in which they may bid.

INSTRUCTIONS

Project Managers (PM) must select one of the following certifications and submit this form with the scope of work/specifications. This form must be signed by the Project Manager and one of the following: the PM’s Department Manager or Director or Executive Director.

Project Description: Tree Maintenance & Pruning Services Requisition No: R000690 o I certify that the attached SOW/specifications was independently prepared to invite competition;

does not include reference to a brand name, or include unreasonable restrictions or an intent to favor any specific vendor or brand product.

OR

o The SOW/specifications prepared includes a “brand name or equal” description because it was determined to be “impractical or uneconomical” (as referenced in FTA Circular 4220.1F -revised March 18, 2013) to write a clear and accurate description of the technical requirements of the goods or services to be acquired. However, the specific features or salient characteristics of the named brand which must be met by offerors of “an equal” proposal have been clearly stated, as required by Federal Transit Administration regulations. (FTA Circular 4220.1F – revised March 18, 2013)

Project Manager Signature Dept. Manager/Director/Executive Director Signature

Maintenance (MRM) 10/01/2025 Department Date

X

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