RFQ 2021-90 Pest Control Services-1.10.22.pdf

Revised 06/29/2021 Page 1

REQUEST FOR QUOTES (RFQ) #2021-90

Issue Date: January 12, 2022

Project Name: Pest Control Services – County-wide Quote Due Date/Time: February 9, 2022 , 2:00 PM Procurement Analyst: Tralee Whitley Email: TWhitley@clackamas.us

SUBMIT QUOTES VIA EMAIL TO PROCUREMENT@CLACKAMAS.US

PLEASE NOTE: EMAIL SUBMISSIONS SHOULD HAVE

“RFQ 2021-90 PEST CONTROL SERVICES” IN THE SUBJECT LINE

1. ANNOUNCEMENT AND SPECIAL INFORMATION

Quoters are required to read, understand, and comply with all information contained within this Request for Quotes (“RFQ”). All quotes are binding upon Quoter for sixty (60) days from the Quote Due Date/Time. Quotes received after the Quote Due Date/Time may not be considered. If authorized in the RFQ and resulting contract, travel and other expense reimbursement will only be reimbursed in accordance with the Clackamas County Travel Reimbursement Policy in effect at the time the expense is incurred. The Policy may be found at https://www.clackamas.us/finance/terms.html.

RFQ Documents can be downloaded from OregonBuys at the following address:

https://oregonbuys.gov/bso/ Document No. S- C01010-000001726. Prospective Quoters will need to sign in to download the information and that information will be accumulated for a Plan Holder's List.

Prospective Quoters are responsible for obtaining any addenda or clarifying questions from OregonBuys.

Complete Quotes must be emailed to Procurement@clackamas.us. The subject line of the email must identify the RFQ title.

All questions regarding this RFQ are to be directed to the Procurement Analyst named above. Quoters may not communicate with County employees or representatives about the RFQ during the procurement process until the Procurement office has notified Quoters of the selected Quoter.

Communication in violation of this restriction may result in rejection of a Quoter.

The County reserves the right to cancel this RFQ at any time and not award any contracts. Multiple contracts may be awarded as a result of this RFQ.

2. SCOPE

The purpose of this RFQ is to contract with one or more Contractors to provide Pest Control Services in accordance with Clackamas County’s Integrated Pest Control Management Policy (“IPM”), attached as Attachment #1 and hereby incorporated by reference.

Contractor shall furnish all supervision, labor, materials, and equipment necessary to accomplish the pest prevention, monitoring, trapping, pesticide application, and pest removal components to successfully implement a pest control program for the County Departments and Service Districts.

When needed or appropriate, Contractor shall provide detailed, site-specific recommendations for structural and procedural modifications to aid in pest prevention.

Procurement Division Public Services Building

2051 Kaen Road Oregon City, OR 97045

(503) 742-5444 (Office) mailto:Krandall@clackamas.us mailto:Procurement@clackamas.us https://www.clackamas.us/finance/terms.html https://oregonbuys.gov/bso/ mailto:Procurement@clackamas.us

Revised 06/29/2021 Page 2

ON-CALL CONTRACT

The resulting Contract(s) will be an “on-call” or “as-needed basis” for Work. Contractor agrees to perform the work on behalf of the County and the following entities: Water Environment Services, North Clackamas Parks and Recreation District, the Development Agency of Clackamas County, the Housing Authority of Clackamas County, and any special district or urban renewal agency that follows the County’s Local Contract Review Board rules and is approved by the County, in writing, to receive the work under the resulting contract.

When the County wishes Contractor to perform the Work, the Contractor shall provide a completed quote to the department representative, then the County will submit an official County Task Order form (found at: https://www.clackamas.us/finance/terms.html) detailing the scope of Work, the entity on whose behalf the Work will be performed, and the total compensation. Contractor may not perform Work until the County Task Order form has been fully executed by the parties. In the event a project authorized under the County Task Order extends beyond the expiration of this Contract, the County Task Order shall remain in effect under the terms of the resulting Contract until the completion or expiration of the authorized task. No task order shall modify or amend the terms and conditions of the resulting Contract.

The County Contract administrator for this Contract is the County Procurement and Contract Services Division. For each authorized Task Order, a project specific department representative shall be identified for coordination of the work. The County intends to award multiple contracts resulting from this RFQ.

The Contract term will be for three (3) years. The maximum contract amount for each contract will not exceed 150,000.00.

3. SCOPE OF SERVICES

A. PEST COVERAGES

As required and requested, Contractor will provide pest control services (indoor and outdoor) for all County departments and districts, including but not limited to controls for the following pests:

1. Rodents mice, rats, moles

1. Various ants

2. Wasps and other flying stinging insects

3. Termites

4. Roaches

5. Lice

6. Bedbugs

7. Drain flies

8. Clover mites

9. Various spiders

10. Fleas

11. Various flies

12. Landscape insect pests

13. Landscape weed pests

14. Landscape disease pests

15. Other pests including but not limited to birds, silverfish, Nutria, etc…

B. SERVICE SKILLS

Contractor personnel must have the minimum experience listed below:

1. Minimum of Three (3) years’ experience in pest control in the State of Oregon.

2. Accredited or certified in one of many green pest industry programs.

3. Documentation of integrated pest management (“IPM”) training and skills.

https://www.clackamas.us/finance/terms.html

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4. Provide documentation of knowledge of ORS 634.650, 634.660, and 634.665 relating to Integrated Pest Management, and including the 2013 amendments in House Bill 3364.

C. DELIVERABLES

1. Provide Safety Data Sheets (“SDS”), formerly called Material Safety Data Sheets (“MSDS”) to the Purchaser five (5) days prior to application of a pesticide. In instances where County Purchaser approves, product SDS can be provided within the five (5) day period leading up to treatment but no later than the time of proposed treatment. In all circumstances, no treatment shall be approved without first providing the SDS.

2. Provide product label at time of proposed treatment or prior to application, typically. In instances where County POC or a Purchaser approves, provide product label within five (5) days of site visit or application.

3. Provide required records of applications each month or quarter along with invoices as submitted.

4. Provide a 24-hour/7-days and 365 days a year, phone contact availability.

5. Provide service response in no more than a 24-hour period; in some instances immediate, same day, and next morning response may be requested.

6. Provide non-chemical pest control solutions as options when applicable and logical.

D. LOCATIONS

Contractor must be able to provide pest control services to all Clackamas County owned or leased locations. These locations may include but are not limited to: See Attachment #2.

E. LICENSES

1. Contractor: Through the term of the resulting Contract, Contractor shall maintain a current business license issued by the Oregon Secretary of State.

2. Contractor Personnel: Only licensed Contractor personnel shall perform services under the Contract. Licenses must be maintained current at all times. Unlicensed Contractor personnel will not be permitted to provide services to any location under this Contract.

Applicable licenses include without limitation any license or certificate issued or required of a pesticide consultant, dealer, operator, applicator, private applicator or trainee under the Oregon Pesticide Control Act in ORS chapter 634.

F. PERFORMANCE REQUIREMENTS

1. Personal Protection Equipment (“PPE”): Contractor shall ensure all applicators utilize

PPE accordance with SDS requirements. Wearing of proper PPE is required when mixing, applying, handling, and disposing of chemical or pesticide applications using appropriate PPE including but not restricted to; Footwear & Socks, Eye & Face protection, Head protection, Body protection & Respiratory protection.

2. Routine Supplies & Services: Contractor shall control all pests and rodents by effective pesticide or other necessary chemical application, baiting, rodenticide, or replacement of devices (for rodents and insects) for locations requested by the County representative for that department or district.

3. Routine Service Hours: Service hours for individual locations will vary dependent upon the operational requirements at the specific location. For the purpose of the resulting Contract, the pesticide application period for routine operations is Monday to Friday from 7:00 am to 6:00 PM Pacific Time.

4. Routine Service Fee: Fees for routine services is monthly or quarterly (or as requested by the individual department or district) and a fixed price as provided in the Contractors Quote.

The monthly/quarterly fixed price includes all materials, pesticides and other chemicals, equipment, and labor costs. Contractor travel will not be paid for by the County and is the Contractor’s responsibility.

5. Non-routine Services & Supplies: Contractor may be required to provide additional pest control services whenever an infestation or services not defined in "routine service" is discovered and service is requested by representative of the County. This service is in

Revised 06/29/2021 Page 4 addition to the routine services. In the event non-routine services are requested, an completed Task Order shall be completed by Contract and the department or district requesting the non-routine service.

6. Non-routine Service Fees: Non-routine services are the hourly rates set in Contractors Quote. The fixed hourly rate includes all materials, pesticide and other chemicals, equipment, and labor costs. Contractor travel will not be paid for by the County and is Contractor’s responsibility. Hourly rate for non-routine services commences upon arrival at the location and terminates upon completion of the required services at the location.

7. Contractor may be required to consult with County Staff and inspect additional areas (normally at the time of a routine service) to determine the extent and control procedures for non-routine and occasional pest or vermin infestations. This service shall be performed at the request of the County representative, or as a pest or vermin problem is discovered by Contractor. Before additional work may be completed, a completed Task Order is required.

8. Fees for Consulting: There shall be no fees charged by Contractor for pest control consulting services.

G. CONTRACTOR RESPONSIBILITIES

1. Contractor shall obtain and pay for any and all licenses, permits, and other approvals required by law and necessary to perform he services required by the resulting Contract. Contractor’s personnel shall be fully licensed by any and all licensing board sand regulatory bodies.

2. Contractor shall provide all materials, supplies and equipment including all pest control chemicals, materials, equipment and supplies necessary to accomplish routine, non-routine and other specified pest control services.

3. Use of Hazardous Materials: Contractor shall first notify and obtain the written approval from each department or districts Safety Officer or Staff prior to applying any pest control chemical or other material that is deemed Hazardous Material.

4. Safety Data Sheets (“SDS”): Prior to bringing hazardous chemical and material on to any County maintained property, Contractor shall provide each Safety Officer, or other representative, with a copy of the current Safety Data Sheet(s) for each chemical or material intended to be applied within, or on any premises owned or operated by the County.

5. Storage of Materials, Supplies and Equipment: Contractor shall not be allowed to store chemicals, pest control materials, supplies or equipment unattended and accessible to anyone other than Contractor or Contractor personnel.

6. Disposal of Hazardous Wastes: Contractor shall not dispose of any excess pesticide, pesticide containers, or any other Contractor materials or supplies on County property.

7. Routine Service Report: At the time of service, Contractor shall provide a service report summarizing the service provided that includes date and time.

8. Contact Persons: Contractor shall designate one or more persons responsible for Contractor’s work under the resulting Contract. Contractor shall provide the County with the name and contact information including telephone numbers and email addresses of such person(s) and shall keep the information current at all times.

9. Adherence to the specifications: deviations discovered after services and related goods shall be corrected at no cost to the County. In the event the County determines that a deviation results in quality, quantity or characteristics that are that are equivalent or superior to that required in the specifications, the County may consider deviations to be acceptable.

10. Silence of specifications: the apparent silence of the specification and/or any supplemental specification as to any detail, or the apparent omission of a detailed description concerning any point, shall be regarded as meaning that only the best commercial practice is to prevail and that only materials and workmanship of first quality are to be used.

The following are attached and incorporated in the RFQ:

Attachment #1 - Clackamas County’s Integrated Pest Control Management Policy Attachment #2 – Clackamas County Property list

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4. SAMPLE CONTRACT

Submission of a Quote in response to this RFQ indicates Quoter’s willingness to enter into a contract containing substantially the same terms of the GOODS & SERVICES contract, which can be found at: https://www.clackamas.us/finance/terms.html, with the below indicated requirements. No action or response to the sample contract is required under this RFQ. The applicable sample contract includes the following insurance requirements:

Commercial General Liability: combined single limit, or the equivalent, of not less than

$1,000,000 per occurrence, with an annual aggregate limit of $2,000,000 for Bodily Injury and Property Damage. Contractor must have the additional endorsement for Pesticide/Herbicide for the same occurrence and aggregate limits.

Automobile Liability: combined single limit, or the equivalent, of not less than $500,000 per occurrence for Bodily Injury and Property Damage.

5. QUOTE

Quotes should be short and concise and must include the following information:

A. Company experience in these types of projects;

B. Experience of staff that will work on the project and associated licenses;

C. List of services the vendor preforms;

D. Provide a schedule of fees (e.g., hourly rates, fixed rates, etc.) Firms may provide a list of available services and relevant fees that may be available during the time of the Contract.

Rates should include the following:

a. Rodents mice, rats, moles

b. Ants

c. Wasps and other flying stinging insects

d. Termites

e. Roaches

f. Lice

g. Bedbugs

h. Clover mites

i. Various spiders

j. Fleas

k. Landscape insect pests

E. At least 3 References within the last 3-years;

F. Quote Certification Form (see next page); and G. Any additional information that Clackamas County should take into consideration for the project or qualifications.

6. EVALUATION

Quotes will be evaluated based on subjective factors including, but not limited to: Company experience, staff experience, price/fees, and references.

https://www.clackamas.us/finance/terms.html

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QUOTE CERTIFICATION FORM

RFQ #2021-90

Submitted by: ____________________________________________________________________ (Must be entity’s full legal name)

Each Quoter must read, complete and submit a copy of this Clackamas County Certification with their Quote. Failure to do so may result in rejection of Quote. By signature on this Certification the undersigned certifies that they are authorized to act on behalf of the Quoter and that under penalty of perjury the undersigned will comply with the following:

SECTION I. OREGON TAX LAWS: As required in ORS 279B.110(2)(e), the undersigned hereby certifies that, to the best of the undersigned’s knowledge, the Quoter is not in violation of any Oregon Tax Laws. For purposes of this certification, “Oregon Tax Laws” means the tax laws of the state or a political subdivision of the state, including ORS

305.620 and ORS chapters 316, 317 and 318. If a contract is executed, this information will be reported to the Internal Revenue Service. Information not matching IRS records could subject Quoter to 24% backup withholding.

SECTION II. NON-DISCRIMINATION: That the Quoter has not and will not discriminate in its employment practices with regard to race, creed, age, religious affiliation, sex, disability, sexual orientation, gender identity, national origin, or any other protected class. Nor has Quoter or will Quoter discriminate against a subcontractor in the awarding of a subcontract because the subcontractor is a disadvantaged business enterprise, a minority-owned business, a woman-owned business, a business that a service-disabled veteran owns or an emerging small business that is certified under ORS 200.055.

SECTION III. CONFLICT OF INTEREST

The undersigned hereby certifies that no elected official, officer, agent or employee of Clackamas County is personally interested, directly or indirectly, in any resulting contract from this RFQ, or the compensation to be paid under such contract, and that no representation, statements (oral or in writing), of the County, its elected officials, officers, agents, or employees had induced Quoter to submit this Quote. In addition, the undersigned hereby certifies that this proposal is made without connection with any person, firm, or corporation submitting a quote for the same material, and is in all respects fair and without collusion or fraud.

SECTION IV. COMPLIANCE WITH SOLICITATION: The undersigned further agrees and certifies that they:

1. Have read, understand and agree to be bound by and comply with all requirements, instructions, specifications, terms and conditions of the RFQ (including any attachments); and

2. Are an authorized representative of the Quoter, that the information provided is true and accurate, and that providing incorrect or incomplete information may be cause for rejection of the Quote or contract termination; and

3. Will furnish the designated item(s) and/or service(s) in accordance with the RFQ and Quote; and

4. Will use recyclable products to the maximum extend economically feasible in the performance of the contract work set forth in this RFQ.

Name:_______________________________________ Date:______________________________________

Signature:____________________________________ Title:______________________________________

Email:_______________________________________ Telephone:_________________________________

Oregon Business Registry Number:________________ OR CCB # (if applicable):________________________

Business Designation (check one):

Corporation Partnership Sole Proprietorship Non-Profit Limited Liability Company

Resident Quoter, as defined in ORS 279A.120 Non-Resident Quote. Resident State: ____________________

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CLACKAMAS COUNTY

INSTRUCTIONS TO QUOTERS

Quotes are subject to the applicable provisions and requirements of the Clackamas County Local Contract Review Board Rule C-047-0270 (Intermediate Procurements) and Oregon Revised Statutes.

QUOTE PREPARATION

1. QUOTE FORMAT: Quotes must be must be submitted as indicated in the RFQ.

2. CONFORMANCE TO RFQ REQUIREMENTS: Quotes must conform to the requirements of the RFQ. Unless otherwise specified, all items quoted are to be new, unused and not remanufactured in any way. Any requested attachments must be submitted with the quote and in the required format. Quote prices must be for the unit indicated on the quote. Failure to comply with all requirements may result in quote rejection.

3. ADDENDA: Only documents issued as addenda by Clackamas County serve to change the RFQ in any way. No other directions received by the Quoter, written or verbal, serve to change the RFQ document. NOTE: IF YOU HAVE RECEIVED A COPY OF THE RFQ, YOU SHOULD CONSULT OREGONBUYS (https://oregonbuys.gov/bso/view/login/login.xhtml) TO ENSURE

THAT YOU HAVE NOT MISSED ANY ADDENDA OR ANNOUNCEMENTS. QUOTERS

ARE NOT REQUIRED TO RETURN ADDENDUMS WITH THEIR QUOTE. HOWEVER,

QUOTERS ARE RESPONSIBLE TO MAKE THEMSELVES AWARE OF, OBTAIN AND

INCORPORATE ANY CHANGES MADE IN ANY ADDENDA ISSUED, AND TO

INCORPORATE ANY CHANGES MADE BY ADDENDUM INTO THEIR FINAL QUOTE.

FAILURE TO DO SO MAY, IN EFFECT, MAKE THE QUOTER'S QUOTE NON-

RESPONSIVE, WHICH MAY CAUSE THE QUOTE TO BE REJECTED.

4. USE of BRAND or TRADE NAMES: Any brand or trade names used by Clackamas County in the specifications are for the purpose of describing and establishing the standard of quality, performance and characteristics desired and are not intended to limit or restrict competition.

Quoters may submit quotes for substantially equivalent products to those designated unless the RFQ provides that a specific brand is necessary because of compatibility requirements, etc. All such brand substitutions shall be subject to approval by Clackamas County.

5. PRODUCT IDENTIFICATION: Quoters must clearly identify all products quoted. Brand name and model or number must be shown. Clackamas County reserves the right to reject any quote when the product information submitted with the quote is incomplete.

6. FOB DESTINATION: Unless specifically allowed in the RFQ, QUOTE PRICE MUST BE F.O.B. DESTINATION with all transportation and handling charges included in the Quote.

7. DELIVERY: Delivery time must be shown in number of calendar days after receipt of purchase order.

8. EXCEPTIONS: Any deviation from quote specifications, or the form of sample contract referenced in this RFQ, may result in quote rejection at County’s sole discretion.

9. SIGNATURE ON QUOTE: Quotes must be signed by an authorized representative of the Quoter. Signature on a quote certifies that the quote is made without connection with any person, firm or corporation making a quote for the same goods and/or services and is in all respects fair and without collusion or fraud. Signature on a quote also certifies that the Quoter has read and fully understands all quote specifications, and the sample contract referenced in this RFQ (including insurance requirements). No consideration will be given to any claim resulting from quoting without comprehending all requirements of the RFQ.

10. QUOTE MODIFICATION: Quotes, once submitted, may be modified in writing before the time and date set for quote closing. Any modifications should be signed by an authorized representative, and state that the new document supersedes or modifies the prior quote. Quoters may not modify quotes after quote closing time.

11. QUOTE WITHDRAWALS: Quotes may be withdrawn by request in writing signed by an authorized representative and received by Clackamas County prior to the Quote Due Date/Time.

Quotes may also be withdrawn in person before the Quote Due Date/Time upon presentation of appropriate identification.

12. QUOTE SUBMISSION: Quotes may be submitted by returning to Clackamas County Procurement Division in the location designated in the introduction of the RFQ; however, no oral https://oregonbuys.gov/bso/view/login/login.xhtml

Revised 06/29/2021 Page 8 or telephone quotes will be accepted. Envelopes, or e-mails containing Quotes should contain the RFQ Number and RFQ Title.

QUOTE EVALUATION AND AWARD

1. PRIOR ACCEPTANCE OF DEFECTIVE PROPOSALS: Due to limited resources, Clackamas County generally will not completely review or analyze quotes which fail to comply with the requirements of the RFQ or which clearly are not the best quotes, nor will Clackamas County generally investigate the references or qualifications of those who submit such quotes.

Therefore, neither the return of a quote, nor acknowledgment that the selection is complete shall operate as a representation by Clackamas County that an unsuccessful quote was complete, sufficient, or lawful in any respect.

2. DELIVERY: Significant delays in delivery may be considered in determining award if early delivery is required.

3. CASH DISCOUNTS: Cash discounts will not be considered for award purposes unless stated in the RFQ.

4. PAYMENT: Quotes which require payment in less than 30 days after receipt of invoice or delivery of goods, whichever is later, may be rejected.

5. INVESTIGATION OF REFERENCES: Clackamas County reserves the right to investigate references and or the past performance of any Quoter with respect to its successful performance of similar services, compliance with specifications and contractual obligations, and its lawful payment of suppliers, sub-contractors, and workers. Clackamas County may postpone the award or execution of the contract after the announcement of the apparent successful Quoter in order to complete its investigation. Clackamas County reserves the right to reject any quote or to reject all quotes at any time prior to Clackamas County's execution of a contract if it is determined to be in the best interest of Clackamas County to do so.

6. METHOD OF AWARD: Clackamas County reserves the right to make the award by item, groups of items or entire quote, whichever is in the best interest of Clackamas County.

7. QUOTE REJECTION: Clackamas County reserves the right to reject any and all quotes for any reason including, but not limited to, a Quoter’s failure to constitute as a responsible bidder under ORS 279B.110 and LCRB C047-640-1-c-F-iii.

8. QUOTE RESULTS: Quoters who submit a quote will be notified of the RFQ results. Awarded quote files are public records and available for review by submitting a public records request or by appointment.

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ATTACHMENT #1

Clackamas County’s Integrated Pest Control Management Policy (IPM)

Integrated Pest

Management Plan for the Surface

Water Management Agency of

Clackamas County, Clackamas

County Service District No. 1, and the City of Happy Valley

December 2012

Integrated Pest

Management Plan for the Surface Water

Management Agency of Clackamas County, Clackamas County Service District No. 1, and the City of Happy Valley

Prepared by Peter Guillozet in collaboration with the Clackamas

County Ad Hoc IPM Team, then customized by Andrew Swanson and others for The City of Happy Valley, SWMACC, and CCSD#1.

December 2012

Clackamas County Ad Hoc IPM Team

Clackamas County Business and Community Services Tonia Burns, Natural Resources Coordinator Jeff Lesh, Natural Resources Technician

Clackamas County Facilities Management Cyndi Klaetsch, Facilities Services Coordinator

Clackamas County Office of Sustainability Shannon Martin, Sustainability Analyst

Clackamas County Department of Transportation and Development Devin Patterson, Engineering Technician Jennifer Snyder, Environmental Compliance Specialist

Clackamas County Water Environment Services John Nagy, Surface Water Technician Gail Shaloum, Environmental Policy Specialist Andrew Swanson, Water Quality Analyst

Clackamas County Soil and Water Conservation District Samuel Leininger, Weedwise Program Manager Jeff Lesh, WeedWise Program Technician

City of Happy Valley Chris Randall, Public Works Director

Participating Clackamas County Departments, Districts, and the City of Happy Valley

Business and Community Services Facilities Management Office of Sustainability Department of Transportation and Development: Engineering Water Environment Services

Soil and Water Conservation District

City of Happy Valley

TABLE OF CONTENTS

1. Background and Purpose

2. Regulatory Permits and Guidance Documents

3. IPM Process and Program Elements

4. The Role of Landscape Design in IPM

5. Early Detection and Rapid Response

6. Management Guidelines for Selected Pest Species

7. Pesticide Procedures and Regulations

8. Worker Protection and Training

9. IPM Monitoring and Adaptive Management

10. Disclaimer

11. References

12. Additional Resources

APPENDICES

APPENDIX 1 IPM Checklist APPENDIX 2 Management Areas and Pest Management Guidelines APPENDIX 3 IPM Products List APPENDIX 4 Invasive Species Lists APPENDIX 5 Invasive Species Best Management Practices Calendar APPENDIX 6 Sample Pesticide Use Notification Sign APPENDIX 7 Sample Pesticide Application Record APPENDIX 8 Emergency and Informational Contacts APPENDIX 9 Priority Chemicals of Concern Resources

Dec. 2012 IPM Plan for SWMACC, CCSD#1, and the City of Happy Valley 1

1. Background and Purpose

The goal of Integrated Pest Management (IPM) is to prevent or mitigate damage from undesirable plant, fungal, vertebrate or invertebrate pests. It is both a philosophy and a practical approach to pest management that seeks to identify practices that are “environmentally sound, socially acceptable and economically feasible” (Hoover et al. 2011,

p. 1).

Human, economic and environmental health all depend on clean water free from harmful levels of fertilizers, pesticides and other pollutants. Such contaminants can enter ground water resources or travel long distances in storm water runoff to receiving streams and wetlands. They originate on public and private lands in both rural and urban areas and have been detected over many years in surface and storm waters in the Clackamas River Basin (Carpenter et al. 2008). The Surface Water Management Agency of Clackamas County (SWMACC), Clackamas County Service District No. 1 (CCSD#1), and the City of Happy Valley are co‐owners of this IPM Plan. Clackamas County's Water Environment Services administers SWMACC and CCSD#1, which are Clackamas County Service Districts.

The City of Happy Valley, SWMACC, and CCSD#1 intend to lead by example in its efforts to protect public health, wildlife habitat, and salmon bearing waters by ensuring judicious use of potential contaminants. This will include restricting certain types of inputs where appropriate and developing practices that sustain the integrity of natural systems while promoting efficient operations and maintenance of public infrastructure.

In 2011, Clackamas County agencies convened the Natural Resource Management‐ Landscaping Committee, a diverse group of natural resources, planning and operations and maintenance personnel, to develop a framework for management practices that reduce the use of toxics per Action 7.6 of the Action Plan for a Sustainable Clackamas County (2008) with the goal of demonstrating a reduction of toxics in county practices. The Natural Resource Management/Landscaping Committee became the Clackamas County Ad Hoc IPM Team (Clackamas County IPM Team) and, in January 2012, retained an independent consultant and began development of an IPM Plan Template. This template was then customized for the City of Happy Valley, SWMACC, and CCSD#1 in December 2012.

The program described here relies on standard IPM elements already in use by many public agencies in Oregon and throughout the Pacific Northwest. Some of the practices also fit within Integrated Vegetation Management (IVM) and are currently used by both roadside and parks managers in Clackamas County and the Portland metropolitan area.

This IPM Plan does not seek to impose new rules and regulations but rather to assist the implementers of this plan in 1) using integrated pest management approaches to achieve environmentally responsible outcomes, 2) and in taking all reasonable precautions to protect environmental and human health. This IPM Plan applies to employees and

Dec. 2012 IPM Plan for SWMACC, CCSD#1 and City of Happy Valley 2 contractors (IPM implementers), but it makes policies and practices transparent and accessible to the public and is expected to serve as a resource for private landowners and other land managers. It is likely that other regional entities will adopt this IPM plan or similar language with the aim of establishing consistent practices across the region.

This IPM Plan is intended to be a useful and responsive tool that maintains relevance through periodic review and revision by those who use it. It aims to be both concise and comprehensive, addressing all major aspects of pest management relevant to county agencies and providing links to more detailed information.

2. Regulatory Permits and Guidance Documents

The Oregon Department of Environmental Quality administers the U. S. EPA’s National Pollution Discharge Elimination System (NPDES) in Oregon. Under that program DEQ issues Municipal Separate Storm Sewer System (MS4) permits regulating systems of conveyances (e.g., roads with drainage systems, municipal streets, catch basins, curbs, gutters, manmade channels or storm drains) that discharge to waters of the State. The March 2012 MS4 permit requires Clackamas County Service District No. 1 (CCSD#1), the Surface Water Management Agency (SWMACC) of Clackamas County, the Cities of Rivergrove and Happy Valley, and the other portions of unincorporated Clackamas County within the Portland Metro Area’s Urban Growth Boundary to:

o Provide public education on the proper use and disposal of pesticides [schedule A(4)(d)(iii)].

o Provide training to City and County employees on the proper use and disposal of pesticides [schedule A(4)(d)(vii)].

o Implement a management program to control and minimize the use and application of pesticides on City, SWMACC, CCSD#1, and County‐owned property [schedule A(4)(g)(ii)].

o Monitor for the presence of pesticides in surface water and/or stormwater [schedule B’s table B‐1].

o Develop and implement an IPM Plan by December 31, 2012 [schedule D(8)(z) & (dd)]. This specific requirement only directly applies to the: 1) Cities of Happy Valley and Rivergrove, and 2) to the portions of CCSD#1 and SWMACC which are located within the UGB. Note that the City of Rivergrove elected to comply with this requirement by creating a separate IPM Plan, then submitting it to DEQ for approval, so they're not a co‐owner of this document.

Approved in 2011, the Oregon Pesticide General Permit (2300‐A) regulates pesticide applications that may result in discharges of pesticides into Waters of the State. The permit provides permit coverage for pesticide applications in or within three feet of water to control pests such as insects, weeds and algae, and nuisance animals.

Dec. 2012 IPM Plan for SWMACC, CCSD#1 and City of Happy Valley 3

In addition to the above regulatory requirements several other documents guide our operations including:

o Storm Water Management Plans required under the NPDES permit (2012) o Clackamas County Transportation Best Management Practices for Routine Road

Maintenance (2010) o Based on ODOT’s Routine Road Maintenance – Water Quality and Habitat

Guide Best Management Practices, the guidebook is intended to comply with the National Marine Fisheries Service ESA 4(d) Rule Limit 10 program.

o Stone Creek Golf Course Integrated Pest Management Plan (2001) o Clackamas County Integrated Vegetation Management (IVM) Plan (2000) o Based on the City of Portland’s Integrated Vegetation Management Plan, this program was developed using a multi‐jurisdictional approach.

According to the Oregon Revised Statutes (ORS 2011), “Integrated pest management means a coordinated decision‐making and action process that uses the most appropriate pest control methods and strategy in an environmentally and economically sound manner to meet agency pest management objectives. The elements of integrated pest management include:

(a) Preventing pest problems;

(b) Monitoring for the presence of pests and pest damage;

(c) Establishing the density of pest population, which may be set at zero, that can be tolerated or corrected with a damage level sufficient to warrant treatment of the problem based on health, public safety, economic or aesthetic threshold;

(d) Treating pest problems to reduce population below those levels established by damage thresholds using strategies that may include biological, cultural, mechanical and chemical control methods and that shall consider human health, ecological impact, feasibility and cost effectiveness; and

(e) Evaluating the effects and efficiency of pest treatments.”

This IPM Plan represents an important element of our MS4 permit compliance strategy. By providing additional detail around pest management and resource protections, the IPM Plan aims to protect public health, water quality and conditions for fish and wildlife.

3. IPM Process and Program Elements

IPM is an effective and environmentally sensitive approach to pest management that relies on common‐sense practices. IPM programs use current, comprehensive information on the life cycles of pests and their interactions with the environment. This information, in combination with available pest control methods, is used to manage pest damage by the most economical means, and with the least possible hazard to people, property and the environment (US EPA 2012). The IPM process includes pest management evaluations and

Dec. 2012 IPM Plan for SWMACC, CCSD#1 and City of Happy Valley 4 decisions as well as consideration of all appropriate pest management options, including the judicious use of pesticides. It may be summarized in four steps:

o Set Action Thresholds IPM sets action thresholds prior to taking action. An action threshold is the point at which conditions indicate the need for pest control. This may be the level at which pests pose an economic or environmental threat or when a pest spreads beyond a confined area.

o Identify and Monitor Pests Not all introduced organisms require control. Many are innocuous or even beneficial. IPM programs identify and monitor pests so that appropriate control decisions can be made in conjunction with action thresholds. Knowledge of the pest combined with monitoring increases the likelihood that appropriate pest control will be used, and only when needed.

o Use Prevention IPM programs work to manage the crop, lawn, forest or other area to prevent pests from becoming a threat. This could be through timely mowing, crop rotation or selection of more appropriate plant species. Such methods can be very effective and cost‐efficient and present little or no risk. A critical element of prevention is the careful inspection and cleaning of clothing, tools, vehicles and equipment to remove seeds and other propagules prior to use at different sites.

o Implement Control If preventive methods are ineffective and pest control is required, IPM implementers evaluate potential control methods for risk and effectiveness to determine the proper methods and timing. Effective, lower risk pest controls are chosen first. However, if further monitoring and action thresholds indicate that the pest is spreading, more aggressive pest control methods may be employed.

Effective IPM begins with proper planning and management decisions and evaluates the potential risks and benefits of each of the above elements individually or in combination for each pest or site to yield the best overall outcome. Pest control action thresholds should vary according to pest, current and desired site conditions and management expectations. Such factors will determine whether a particular area should be the focus of pest management and at what level of intensity.

Pest control decisions can have far reaching economic, public safety and environmental consequences. Use of the IPM Checklist (Appendix 1) can facilitate consideration of appropriate factors prior to taking action. At a minimum, IPM implementers must consider feasibility and cost effectiveness as well as public safety, potential impacts to water quality and non‐target organisms prior to taking actions. To simplify pest management decision making, landscapes and other areas managed by IPM implementers are described in

Dec. 2012 IPM Plan for SWMACC, CCSD#1 and City of Happy Valley 5

Appendix 2. In the event that chemical control is needed, the IPM Products List (Appendix

3) includes all of the products approved for use by IPM implementers and indicates the areas in which each product may be applied. The Invasive Species List (Appendix 4) includes invasive plant species of local and regional concern as well as high priority species identified by the Oregon Invasive Species Council. Both lists are updated periodically in response to new information, changing pest conditions and control priorities. The Invasive Species Best Management Practices (BMP) Calendar (Appendix 5) provides recommendations for management of common weeds, but for many other pest species, IPM implementers must rely on additional research and first hand experience.

This IPM relies on the four major elements common to most IPM programs including: 1) cultural practices, which are focused on maintaining healthy, resilient systems that resist pest problems; 2) mechanical and physical controls; 3) biological controls; and 4) chemical controls that target specific pests using a range of products. Each program element is described below along with examples of representative pest control practices and methods.

Cultural Practices Sound cultural methods of vegetation and pest management are those that create conditions favorable to beneficial species over pests. Such practices may be viewed as avoidance measures and are essential to the maintenance of healthy landscapes. Examples include:

o Botanical knowledge to provide conditions for plant health and resistance to pests;

o adequate site preparation prior to landscape installation including soil improvements, pruning of surrounding vegetation, grade adjustments, drainage improvements, and installation of irrigation systems;

o use of native species or non‐invasive disease resistant cultivars;

o proper use of irrigation to reduce over or under‐watering;

o proper timing and use of fertilization to eliminate over fertilization;

o use of cover crops to improve soil structure and reduce soil erosion;

o aeration, over‐seeding, and top‐dressing to improve turf health and suppress weeds; and o mulching for weed reduction, water retention, winter protection and root zone improvement.

Mechanical and Physical Controls This approach typically involves the manual or mechanical removal of vegetation, stinging insects or nuisance animals. Examples include:

o Mechanical edging of turf;

o mowing of weeds at the appropriate time to prevent seed set and reduce spreading;

o hand weeding in shrub beds;

Dec. 2012 IPM Plan for SWMACC, CCSD#1 and City of Happy Valley 6 o tilling and replanting with a more appropriate plant species to reduce persistent weed problems;

o use of environmentally safe traps for yellow jackets and mammalian pests;

o string trimming to control unwanted vegetation; and o roof moss removal via pressure washing.

Biological Controls Native or introduced non‐pest species have been used to control many pests. However, due to unintended consequences resulting from previous introductions, this approach has limited applicability. Most biological control measures are regulated by the Oregon Department of Agriculture (ODA) and the USDA Animal and Plant Health Inspection Service (APHIS). Examples of biological controls include:

o Introducing insect or disease parasitoids, predators, and microbial products to control pests;

o minimizing the use of disruptive techniques and materials in landscapes that may destroy natural pest control organisms;

o temporary livestock grazing; and o installing raptor perches to control rodents.

Chemical Controls Pesticides are derived from many sources and vary widely in their characteristics and effectiveness. They may pose a hazard to human health and natural resources and must be examined individually to determine their suitability within the IPM approach. Examples of chemical controls include:

o Insect baits or sprays;

o rodent baits;

o root control in pipes;

o rooftop moss control;

o natural areas invasive species control and management; and o roadside vegetation spraying.

The use of pesticides is part of the IPM strategy, but we give preference to effective non‐ chemical alternatives where appropriate, and limit the use of certain pesticides within specific areas. Procedures, as well as state and federal regulatory requirements, which pertain to pesticide use are included below in Section 7.

4. The Role of Landscape Design in IPM

Proper landscape design can reduce or eliminate many pest problems. While no landscape is free of pests, building and developed park area landscape designs should aim to minimize the need for continued management inputs. To promote healthy landscapes, this IPM Plan can be included by reference in county landscape planning documents and in construction and maintenance contracts. Landscape consultants and contractors can incorporate the following effective landscape design and management elements:

Dec. 2012 IPM Plan for SWMACC, CCSD#1 and City of Happy Valley 7 o Using native plants, which are typically more disease and pest‐resistant, and drought tolerant than non‐native species;

o replacing pest‐susceptible plants with native or pest resistant species;

o selecting plants that are appropriate to sun exposure, soil type and irrigation capacity;

o modifying problem areas through adaptive management;

o appropriate spacing of plant materials to achieve shading;

o maintaining appropriate species diversity;

o eliminating alternate hosts for diseases;

o establishing appropriate groundcovers;

o maintaining an adequate layer of organic materials to reduce the need for irrigation fertilizers and pesticides; and o establishing grades or modifying grades in existing landscapes to retain or reduce runoff amounts.

5. Early Detection and Rapid Response

The need to implement potentially expensive weed control efforts (e.g., regional Japanese knotweed and garlic mustard control) may be reduced or prevented through the avoidance of species introductions, early intervention to prevent establishment and the protection and maintenance of natural processes and systems. Early Detection and Rapid Response (EDRR) describes such measures and is a key to effective land management on a regional scale.

To that end, Clackamas County Soil and Water Conservation District has developed a county wide EDRR network in cooperation with Clackamas County agencies and municipalities and other members of the Four‐County Cooperative Weed Management Area (4‐County CWMA1) to improve the detection of invasive species and to increase the inter‐jurisdictional communications needed to control invasive species.

A major aim of this IPM program is enhanced inter‐agency and inter‐departmental communication. A natural outcome of this will be greater integration with regional efforts.

The Clackamas County Soil and Water Conservation District’s WeedWise Program maintains a list of priority EDRR plant species on behalf of the county (Appendix 4) through an annual review of local concerns, state and federal weed risk assessments, and input from regional partners in the 4‐County CWMA.

The City of Happy Valley, CCSD#1, and SWMACC are encouraged to report new Class A noxious weed occurrences to ODA upon identification; they're also encouraged to report all priority weeds to the Oregon Invasive Hotline2, or to the Clackamas County Soil and Water Conservation District’s WeedWise Program to facilitate timely response.

1 http://4countycwma.org/ 2 http://oregoninvasivehotline.org/

Dec. 2012 IPM Plan for SWMACC, CCSD#1 and City of Happy Valley 8

Commitments toward the rapid and coordinated containment of newly detected invasive species are vital to preventing establishment. Such commitments can be expected to yield significant cost savings through the avoidance of expensive and environmentally damaging long‐term control programs (Cusack et al. 2009).

6. Management Guidelines for Selected Pest Species

Vertebrates The Oregon Invasive Species Council (OISC) has identified several introduced fish, turtles, frogs and mammals as high priority invasive species. When discovered, listed species should be reported immediately via the Invasive Species Hotline website or 1‐866‐INVADER (1‐866‐468‐2337). The impacts of pest species not included on the OISC list should be evaluated in the context of site or program priorities and available resources to determine whether control is warranted. In some circumstances, both native and introduced rats, voles, moles, mice, and gophers can cause health and safety problems and damage buildings, facilities and other infrastructure. Nutria (Myocastor coypus), an invasive rodent, can also cause extensive damage to stream banks, irrigation ditches and native vegetation.

Classified as unprotected Nongame Wildlife (OAR 635‐044‐0132), Nutria may be removed without a license. Nutria and any other unprotected rodents may be trapped mechanically as long as traps do not present a safety hazard to humans or other wildlife. Nutria should not be relocated. Oregon Wildlife Services3 provides nutria and other rodent trapping services. A list of State licensed Wildlife Control Operators is available from the Oregon Department of Fish and Wildlife website4.

Chemical rodenticide use should follow IPM methods, as they may cause direct or indirect toxicity to non‐target organisms and may pose a human health threat in publicly accessible areas. All non‐lethal and lethal rodent control methods must comply with state and federal laws, and users must have appropriate licenses prior to using certain rodenticides.

Invertebrates OISC listed terrestrial and aquatic invertebrate species should be reported via the number or address listed above. Damage from other species such as slugs, insects, mites and other invertebrates to buildings, playgrounds or landscaped areas should be evaluated in the context of site or program priorities and available resources to determine whether control is warranted. Impacts can often be reduced to acceptable levels through improved cultural practices.