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CITY OF MIAMI, FLORIDA Arthur Noriega V. City Manager ,--oocussnede. Vie..., A9540,173CAUse INTER -OFFICE MEMORANDUM DATE: January 14, 2025 SUBJECT: Sole Source Finding for Davey Resource Group, Inc. creator of the TreeKeeper Software Systems FROM: Annie Perez, CPPO REFERENCES: Director/Chief Procurement Officer ENCLOSURES: Market Research Market Research was conducted to determine whether Davey Resource Group, Inc. ("DRG"), located Ohio is the sole source designer/developer of the TreeKeeper Inventory Management System and Services ("TreeKeeper") for the Department of Resilience and Public Works ("RPW"). The Department of Resilience and Public Works has an objective to enhance the urban forest and improve its livability. TreeKeeper will allow for diligent planning and effective management of the urban forest to optimize the long-term benefits of the City's urban forest provides while mitigating costs and risks. It will safeguard the residents of the City by delivering the essential environmental services that trees and shrubbery offer. According to DRG, it is the sole source provider of TreeKeeper. While there are tree inventory system systems on the market, TreeKeeper is the only system that uses LiDAR data to provide the most accurate up to date information for proactive management of the urban forestry. The system also has the ability to connect to the City's current Cartegraph data for easy transfer of information. The all- inclusive system provides a full spectrum of urban forestry management tools in one package, unlike any other system on the market. Accordingly, pursuant to Section 18-92 (a) (1) of the Code of the City of Miami, it is recommended that the requirements for competitive bidding be waived, and these findings be approved: DRG an Ohio for - profit company, is the sole source designer/developer, operator, service provider of the TreeKeeper Urban Forestry Management System, and approving the purchase for RPW for a term of five (5) years. APPROVED BY: AP/tg PR20021 v armor hbvi4a Arthur Noriega V City Manager January 19, 2025 1 09:53:05 EST Date MARKET RESEARCH Contract No.: Sole Source 24-25-19 Current Term: N/A Expiration Date: N/A Title: TreeKeeper Inventory Management Software System and Services Recommendation: Sole Source Contract ❑ Solicit Competition ❑ Access Contract ❑ Other Procurement Contracting Officer: Tahlia Gray Background: The Department of Resilience and Public Works ("RPW") has an objective to enhance the urban forest and improve its livability. RPW identified a supplier to provide an all-inclusive comprehensive system that provides a full spectrum of urban forestry management tools. TreeKeeper will allow for diligent planning and effective management of the urban forest to optimize the long-term benefits of the City's urban forest provides while mitigating costs and risks. It will safeguard the residents of the City by delivering the essential environmental services that trees and shrubbery offer. Research Conducted: Market research was conducted using various state and county contract databases to source any current contracts that the City could potentially use to piggyback or find other related vendors that could provide same to similar services. After a thorough review, the Department of Procurement ("Procurement") was unable to find any similar contracts in the databases visited. In addition to doing research on various state and county contract databases, an internet search was conducted in order to gauge the market and to verify whether there were any other companies that could provide the same or similar service as provided by DRG. However, no comparable all-inclusive contracts or products were located. Comparable Contracts: There are a number of contracts for specific aspects of the DRG software. Cities like Altamonte Springs ($6300), Sterling Heights ($9810), Los Angeles ($105,000), Oklahoma City ($2500), Des Moines ($31,000), Belmont ($20,000) and Boston ($7500). All have sole source specific items provided by DRG's tree inventory management family of products and services. Recommendation: Procurement recommends that the City use the products and services of DRG, as they are the Sole Source provider of the TreeKeeper Inventory Management Software System and Service. Procurement found that while there are other companies who provide the services of urban forestry management services, they are all a la carte with some companies not providing all the services needed by RPW. Procurement Contracting Officer: Tahlia R Gray Date: 1/14/25 Director/Asst. Director: Annie Perez Date: 1/14/25 CITY OF MIAMI, FLORIDA INTER -OFFICE MEMORANDUM Annie Perez, C.P.P.O. Director/ Chief of Procurement Department of Procurement JuvenalSantana, P.E., C.F.M. Director Department of Resilience and Public Works DATE: January 8, 2025 SUBJECT: Sole Source Funding - TreeKeeper REFERENCES: Purchase of Davey Resource Group, Inc. (DRG) Urban Forestry Resource Management Software ENCLOSURES DRG Proposal The Department of Resilience and Public Works is requesting a sole source finding for the purchase of an urban forestry resource management software, TreeKeeper, from Davey Resource Group, Inc., in order to proactively and effectively maximize our efforts and long-term benefits of our urban forest, in the amount of $80,550.00; allocating funds from the Tree Trust Fund Account Code No. 36000.201000.664000.0.0. Based upon the attached documents, please take the necessary steps to verify that Davey Resource Group, Inc., located at 11500 N Mantua St. Kent, Ohio 44240 is the sole provider of this purchase. The TreeKeeper urban forestry resource management software is equipped to effectively manage and monitor urban forest assets. It facilitates the updating and verification of data through field surveys and aerial imagery, conducts comprehensive risk assessments, calculates ecosystem benefits, and provides detailed reports on progress and performance. Furthermore, TreeKeeper Canopy allows for the analysis and planning of the urban forest canopy, enabling the establishment and the tracking of canopy goals and targets. Davey Resource Group, Inc. affirms that they are the sole source manufacturer of the urban forestry resource management software, TreeKeeper, which offers a distinctive technology that visualizes 3D point clouds generated from LiDAR data, delivering precise information for urban forestry management to the City. The system's canopy integration feature also consolidates data on the urban tree canopy and the tree inventory within a unified web platform, thereby facilitating prioritized plantings based on canopy coverage and species diversity. In addition, TreeKeeper's all-inclusive package provides essential urban forestry management tools without the need for additional features, which will ensure that the City of Miami has comprehensive resources without incurring extra costs for features such as work orders, project tracking, 311 call logging, and i- Tree benefits. The Resilience and Public Works Department holds the strong conviction that this procurement is in alignment with our objective to enhance the urban forest and improve its livability. Through diligent planning and effective management of the urban forest, we can optimize the benefits it provides while mitigating associated costs and risks. This strategy is designed to safeguard and serve the residents of the City of Miami by delivering the essential environmental services that trees offer. APPROVED: .elfrute,e, i 4 Date: Annie Perez, C.P.P. Director/ Chief of Procurement Department of Procurement C: Charles M.Alfaro, P.E., Assistant Director— Development and Transportation Raphael Gonzalez, Operations Coordinator Tahlia R. Gray, M.B.A., C.P.P.B., Procurement Analyst City of Miami 444 SW 2nd Avenue 8th Floor Miami, FL 33130 December 5, 2024 Subject: Sole Source Justification for the Adoption of Davey Resource Group's Software Services To Whom It May Concern, I am writing to advocate for the sole source procurement of a comprehensive urban forestry management solution from Davey Resource Group (DRG). This suite includes TreeKeeper, TreeKeeper Canopy, and an innovative StoryMap feature, tailored to enhance the City of Miami's urban forestry initiatives. Overview of Davey Resource Group's Solutions: 1. TreeKeeper: This long-standing, robust software platform has facilitated urban forest management for over 20 years with its reliable and user-friendly interface. It is designed to manage and analyze urban forestry data efficiently, making it indispensable for effective city planning and management. 2. TreeKeeper Canopy: This service complements TreeKeeper by providing a focused analysis of the urban tree canopy, allowing for precise assessment and strategic planning. It integrates seamlessly with TreeKeeper to offer a comprehensive view of the city's canopy coverage, supporting sustainable urban environmental management. 3. StoryMap: The StoryMap feature presents a unique way to engage with the public and stakeholders by visualizing the data and insights from TreeKeeper and TreeKeeper Canopy. This interactive tool tells the story of Miami's urban forest, highlighting key initiatives, progress, and future plans in an engaging and accessible format. Justification for Sole Source Procurement: 1. Integrated Solution: Our offer of TreeKeeper along with TreeKeeper Canopy and StoryMap provides an all -encompassing solution that handles all aspects of urban forestry management from data collection to public engagement. This integrated approach ensures consistency in data management and enhances user engagement without the complexity of dealing with multiple service providers. 2. Advanced Technology Integration: TreeKeeper is the only tree management system that has the ability to visualize 3D point clouds via LiDAR data. The inclusion of LiDAR and smart tree inventories in our services equips the City with the most accurate and up-to-date information, facilitating proactive management of its urban forest. These technological advancements make our solutions not just current but also future -proof. 3. Cartegraph API Connection: DRG has a long history of integrations with Cartegraph and has had a strategic relationship & partnership dating back to 2019. We have successfully integrated with Cartegraph in Los Angeles, Detroit, San Diego, and Pittsburgh to name a few. 4. TreeKeeper Canopy Integration: Our TreeKeeper system is the only tool capable of visualizing both urban tree canopy data and tree inventory data in one web -based system. This facilitates the ability to prioritize planting based on canopy and species richness. 5. All -Inclusive System: Davey Resource Group's solutions are designed to be comprehensive. Unlike other systems that require additional modules for complete functionality, our TreeKeeper suite provides a full spectrum of urban forestry management tools in one package, ensuring that the City has everything it needs without incurring additional costs for extra features. i.e. work orders, project tracking, 311 call logging, i-Tree benefits, integrated calendar, and more. 6. Proven Stability and History: With over two decades of success and innovation, our solutions are built on a foundation of reliability and have continuously evolved to meet the changing needs of urban forestry management. This history assures the City of Miami of our commitment to long-term service and support. The adoption of Davey Resource Group's integrated urban forestry management solutions will place the City of Miami at the forefront of urban forestry management, leveraging technology to improve sustainability and resident engagement. We recommend proceeding with the sole source procurement of these services to maximize the effectiveness of the city's environmental management strategies. Thank you for considering this essential upgrade to our urban forestry management capabilities. I am available to discuss this proposal further or to arrange a comprehensive demonstration of our solutions. Sincerely, Josh Behounek Davey Resource Group 573-673-7530 A PROPOSAL PREPARED FOR City of Miami, Florida Software Services 01/03/2025 Resource Group January 3, 2025 Matthew Kramp Engineering Consultant Department of Resilience and Public Works 444 SW 2nd Avenue Miami, FL 33130 RE: Davey Resource Group's Software Services Dear Mr. Kramp, DAVEY Resource Group Thank you for meeting with Davey Resource Group, Inc. "DRG" to discuss the City of Miami's needs for tree inventory and canopy management. DRG understands the benefits trees bring, and we also realize the challenges of managing public trees. Our parent company, The Davey Tree Expert Company, was founded in 1880 to train tree surgeons - predecessors to the modern-day arborists. With over 30 years of direct experience, DRG has completed tree inventories, and tree risk assessments, and provided tree inventory management software to governmental clients. DRG's focus is environmental resource management and urban forestry. Our highly skilled staff is dedicated to offering the best advice and leveraging powerful tools and technologies to complete your project. As you requested, this proposal includes information about DRG's TreeKeeper®, TreeKeeper® Canopy, and StoryMaps. Thank you for considering DRG; we look forward to talking with you about the next steps. Sincerely, Josh Behounek Davey Resource Group, Inc. 573-673-7530 josh.behounek@davey.com Task 1: TreeKeeper® Software Davey's TreeKeeper® software is widely recognized as the premier tree inventory software globally and has been in continuous operation for longer than any of our competitors have even been in business. The stability of TreeKeeper° and its extensive, diverse user base ensures that your data is secure, reliable, and easily accessible. Throughout the years, while many competitors have entered and exited the market, we have remained steadfast in our dedication to delivering top-quality software to our clients. TreeKeeper° undergoes constant updates informed by technological advancements, user feedback, and our internal research and development efforts. It is a subscription service offered as a Software as a Service (SaaS) and mandates acceptance of SaaS terms and conditions. The scalability of TreeKeeper° empowers our clients to grow alongside the software and supports a streamlined, paperless workflow without imposing rigid procedures. Our pricing for TreeKeeper° is transparent and straightforward, devoid of hidden fees, additional costs, or a -la -carte modules. With a role -based user experience, users can access data using personalized dashboards, reports, filters, and permission rights. •-ti . II.rar..r wiramiss 7010 .�.r �.._ 1 Key Software Features Interactive Dynamic Work Environment TreeKeeper® offers an interactive work environment, making it easy to manage inventory data in the field or on a desktop. Users can view and work with the tree inventory data through an interactive map and table that is fully customizable and can be used independently or simultaneously. TreeKeeper° also enables multiple people in different locations to access the system simultaneously, enabling real-time updates to the data. Unlimited Information with Multiple Data Layers TreeKeeper® does not limit or charge more for the number of users, trees, or information stored. Users can have multiple editable layers, such as historical data, additional facilities, and additional assets, as well as multiple base layers. Role -Based Each system has the following roles that can be assigned to an unlimited number of users: admin, edit, read, contractor, and public. Each role has specific functionality and can be assigned to each layer built into the system. Public View All TreeKeeper® systems include a landing page to educate and inform the general public. Users can dictate what information is viewable (not editable) and can include i-Tree benefits, species information, custom reports, planting requests, and more. Mobile Each system can switch between mobile and desktop views. The desktop view is built on a dynamic web page optimized for whichever screen size is used. The mobile version is optimized for tablets and provides full functionality in a streamlined user experience for editing, managing work orders, adding trees, taking photos, etc. i-Tree Eco Benefits TreeKeeper® utilizes i-Tree's Eco API to automatically and dynamically calculate the environmental benefits of the trees on an annual basis, projected out for 20 years. Information includes air quality, carbon sequestration and storage, stormwater benefits, and energy (if possible) and is displayed for individual trees, groups of trees, or the entire population. Infinite Searchability Users can search the live data with either the integrating mapping tools or the explore section. In the Map -Centric view, users can use the map to find information about specific sites or groups of sites. The explore section also allows users to query the data by searching for sites based on various data fields, such as address, species, condition, maintenance, size, etc. Whether searching from the map or exploring sections, the results are synchronized, so you will always have results in both spots. Editability & Archive Users with Admin or Edit rights can edit all the data fields within the tree view mode. Most data fields utilize dropdowns to minimize potential errors from spelling or inconsistent nomenclature. All edits are displayed within the Archive feature and are timestamped, allowing all users to see how the tree has changed over time. Work Orders & Calls All systems have a robust work order and caller log feature that can be utilized if desired. Work orders can be created for individuals or groups of trees. They can then be requested, scheduled, or completed and assigned to work crews, contractors, or projects. The system keeps track of the edits made to a site through its work history feature. Users can also log information about specific callers for a specific site. Photos & Electronic Documents All sites can have various electronic attachments, including photos, PDFs, and documents. The upload photo option automatically uses your phone's built-in camera when using the mobile version. Tree Appraisals Using the Council of Tree and Landscape Appraisals (CTLA) 10th Edition trunk formula method, all trees have an estimated tree valuation by default. Users can further define attributes to get an actual tree valuation with the ability to record pricing estimates and local information. Custom Dashboards, Reports, & Filters Dashboards are configurable for each user, with pre-set and user -designed graphs, reports, work orders, and filters viewable upon logging in. TreeKeeper®'s robust reporting feature allows users to create custom reports related to attributes, work orders, project tracking, and more. All searches are savable as quick filters, enabling users to quickly and easily run and share search results. Reports and filters are dynamic and pull from the current inventory information. Administrative Hub Admin users can use various easy -to -use tools within the administrative hub to further customize the TreeKeeper® experience. You can add additional users, assign roles, edit attributes, create projects, update work crews and assign cost information, and more. Exporting & Importing Data You always own your data and have access to it. At any time, you can use the exporter and importer tool on all the data or a subset of data. Custom API Integration If desired, we can work with various third -party software providers to configure a customized API into their system. This can be customized as a simple push of data or as a complete push and pull to keep all systems updated. We have successfully created APIs for many systems, including but not limited to in-house ESRI configurations, Cartegraph, Cityworks, Salesforce, Lagin, 311, etc. For more information about TreeKeeper®, visit the following websites and links: DRG Website and Video about TreeKeeper® Software Updates All TreeKeeper® clients receive free unlimited updates. We are committed to staying up-to-date with the latest technology trends to ensure that TreeKeeper® remains the most advanced software system for tree inventory management. We value client feedback and have made numerous upgrades to TreeKeeper® based on suggestions from clients over the past 25 years. The DRG development team employs the Agile project management approach. This allows for accurate development and testing that focuses on continuous releases and client feedback. These upgrades are developed in-house by DRG's professional software developers, not by off -shore labor or students. Customization For more than 25 years, DRG has been working with municipalities to design and implement cost effective and easy -to -use data management systems. Over this time, DRG has funded the development and growth of our in-house technology team with no outside investment which allows us to work for our customers, offer competitive rates and pricing, and develop customized software for the client base that fits their needs. We have created software that supports total flexibility to customize your experience. The centralized repository can be used as a simple hub or extraction into third party applications and local GIS enterprise systems. DRG is able to fully customize TreeKeeper° to include existing inventory data and layers for the area, gray infrastructure, flood zones, and best planting. One of the many strengths of TreeKeeper is the ability to manage multiple assets and build as you go. We have the expertise and experience to assist you in adding key desired features throughout your TreeKeeper experience. Data Integration with Cartegraph DRG has an exclusive partnership with Cartegraph and has successfully connected TreeKeeper on many instances. We recognize the importance of software system integration. Through DRG's work with other municipalities, our team of experienced IT Developers and ISA Certified Arborists have identified best management practices for implementing third party integrations within the TreeKeeper° Software. Should the City like to explore this option we would be more than happy to. The integration can be a simple one way push of data from TreeKeeper° into Cartegraph or it can be a full push and pull where data is moved between the two systems. Integrating the City's system with TreeKeeper°enables your team to manage Service Requests Communication, as well as to streamline processes, eliminate duplicate data entry, and to simplify operations by consolidating the system(s) of record. Staff Training & Ongoing Support DRG offers custom in -person and web -based software training that can be arranged anytime throughout your subscription. These trainings are approved for ISA continuing education units (CEUs). Task 2: TreeKeeper® Canopy DRG will work with data provided by the City of Miami to build the TreeKeeper® Canopy system. At a minimum, DRG assumes there will be a five -class land cover that depicts tree canopy, impervious surface, grass/herbaceous, bare ground, and open water, along with land cover metrics (percents and acreages), and priority planting data. Having historic canopy layers to provide a change assessment is ideal but not required. DRG can provide tree canopy mapping services as needed to support TreeKeeper® Canopy. TREEKEEPER 1. Observe Prioritize Plant ep 1. Select a boundary layer to change the tree /Dopy tectLayer Neighborhoods • ep 2. Select goal to choose a target percent for all iundaries shown or choose a percent to increase e canopy by. elect Goal Target Percent get Percent 10 20 30 40 50 Set under -performing areas to city average • ep 3. Select your average tree crown size and nrtality rate. ee Planting Cost enualTree aintenance Cost -erage Tree Crown (fr) Rate $ Plandng Cost SMairnenance Cost 10 20 30 40 50 •• Firers Canopy • Percent Possible 1- Canopy Percent e m Canopy Change Percent Otabek for Main layer toggle layer Opacity O © Neighborhood =1 i Public vs Private O 0 Vacant Sites i Tree Sites Welcome to Treeheepei canopy p4�Ptl n °�o .:. a +'�•+¢ Neighborhoods Middlebury Acres (ac) 977 Urban Tree Canopy Acres(ac) 251.9 Urban Tree Canopy Percentage(%) 25.8% Possible Canopy Acres (ac) 234 Possible Canopy Percentage (%) 24% Canopy Percent Change(%) -9% Canopy Absolute Change (%) -2.2% Avoided Runoff (gals) 4639322 gals Es. NASA NGA, 0SGS. FEMAIEvi,HERE, Garm n.SafoGraph, INCREMENT P. METI/NASA. VSGS _-.. HT, S; Modeled Canopy Percentage SO%Canopy 9%Canopy Vacant saes Swyerweea TITTe DRG will prepare GIS and spreadsheet information to create the back -end database table used within the software application. Standard Specification - TreeKeeper® Canopy Standard TreeKeeper° Canopy workflow and data inclusion and support include application setup, deployment, and one year of support for the 1st year. The following are steps for set up: 1. Client Online Meeting. 2. Create a narrative summary with key facts from tree canopy assessment data. 3. Prepare GIS data and spreadsheets for uploading into the TreeKeeper® Canopy system. 4. Determine geographic boundaries to be shown for observation and projection modeling, 5. Identify priority planting criteria for planting plan development, 6. Locate areas of possible planting and/or vacant sites. 7. Deploy a draft version of the site for testing. 8. Gather feedback from stakeholders and correct issues. 9. Launch TreeKeeper® Canopy. Community • Census Block Group • Census Tract • Neighborhoods • Parcels • Parks • Wards • Custom Client Layer 1 (TBD) • Custom Client Layer 2 (TBD) Planting Priority Criteria will use census Environmental • Tree Canopy Percent • Possible Canopy Percent • Air Quality • Stormwater • Slope • Heat Islands Social Equity • Population Density • Median Household Income • Percent Minority Population Public Health • Asthma Prevalence • Mental Health Customization boundaries and include: Additional prioritization criteria not currently available will cost extra and need to be scoped for implementation into the system. The costs are dependent on the request. Premium Options • Identification of No Planting Area • Tree Palettes for possible planting areas Staff Training & Ongoing Support • Annual Support Renewal after the first year • TreeKeeper° Canopy Web -Based Training Resort Modeled Canopy Trees to Plant Tree Canopy Percent 20 Current Percent 31% 40 60 80 100 Modeled Percent: 32% Trees Canopy Acres 200 Current Acres: 546 400 600 Modeled Acres: 561 Modeled Benefits Overall Benefits Current Overall $3.OM Modeled Overall $3.1M ♦ $73.4k Prioritize 0 Step 1. Set the criteria to your priority preference. Set all weights to: Tree Canopy 0 Possible Canopy 0 Population Density 0 Stormwater Runoff 0 Surface Temperature 0 Air Quality 0 Elderly Population 0 Median Income 0 None Law None Low Med High None Low Med High None Low Med Nene None None ow Low Low None Low None Low Med High Higi Med Higi? Med High Med Hlgn Step 2. Filter out the lower priorities. Filter Priority Task 3: StoryMap StoryMap is a service DRG provides that leverages online mapping technology to deliver a user-friendly educational tool for clients. This valuable web service and public relations portal integrates text, data, and images to present project findings in a dynamic, navigable format. StoryMaps offer interactive materials, including GIS layers, videos, charts, tables, and graphs, accompanied by descriptive text. These elements combine to provide an engaging and informative experience for users. DRG StoryMap Examples Sammamish WA Columbia MO Lansing MI Boulder CO Davis CA Abington Township PA Standard Specification The DRG team, in collaboration with the City of Miami, will design a StoryMap for use on the city's website. The map will target a diverse audience that includes Miami's citizens, city leaders, and other agencies. • Data Mining o To develop the StoryMap, DRG will utilize documents and data provided by the City to craft the product. Additionally, DRG will require the City to supply photos for the StoryMap • Outline o Ater data is gathered, the team creates an outline for the city's approval, incorporating the major headings and sections for the StoryMap. • Draft 1 o After the completion and approval of the outline, DRG will generate a draft StoryMap for review by Miami. This will include a narrative and layout. • Draft 2 o Following the review and addressing City comments and feedback, DRG will deliver a second draft for City review, marking it as 95% complete. • Final Draft o Upon completion of the City the second review, Miami will receive the final StoryMap for upload to the city's website. Customization All of DRG's StoryMaps are custom in nature but we can further integrate GIS data layers into StoryMaps via API or 3rd Party links to provide a real-time data feed. For example, tree inventory data can be imported into the StoryMap for visualization and when changes are made in TreeKeeper®, they are updated within the StoryMap. INTERACTIVE STORY MAPS kF�zfj SanunamWi,'WII<Jhinglcn Urban Forest Management Plan Sammamish's UFMP Next Steps ? Samm amish's Urban Forest Management Plan should be considered a livingn document that needs everyone's input and action. Following principles of adaptive management, the plan wlV provide opportunities for engagement and adjustment through cyclical updates When the UFMP is fully developed, return to this page to team about the summary actions and goals the City will be pursuing In orderto reahze the community vision If you have questions or suggestions for better managing and growing our ctty's urban forest, please contact David Goodman, Senior Management Analyst (425) 295-0534, dgoodman@sammamish us Urban Forest Managment Plan Funds for this project were provided by the USDA Fores! Service Urban and Commun,ty Forestry Program.. administered through the State of Washington Department of Natural Resources Urban and Commun;ty Forestry Program The USDA is an equal opportumly provider and employer DAVEY Resource Group NEED A SOLUTION TO PROMOTE AWARENESS AND OUTREACH EFFECTIVELY? DRG's Interactive Story Map setvice unifies information to produce an impactful visual display for your project. Stories are created by fusing text, data, and images to detail findings and communicate results. This online mapping technology provides our clients with a simplified educational tool that is a valuable web service and useful public relations portal. FOR MORE INFORMATION VISIT VWVW.DAVEY.COM/GIS INTERACTIVE STORY MAPS DAVEY. Resource Group NAM *Cam, Almilhhelain.i. likarai 15•11•11...� . .054.411545 CUSTOM DESIGN. DYNAMIC VISUALS. APPEALING RESULTS. Stones on the website flow dynamically, switching between content as a user navigates the page. A simple click of a button allows users to advance the story and immerse themselves into a world of spatial data layers, 3D views, videos, charts, tables, and graphs that tell a unique story. This custom tool easily puts data and project findings into the hands of stakeholders, decision -makers, and the public. Story Maps can be used in a variety of settings, including: • Summarizing a project or story to the public • Showcasing collaborative efforts and progress • Delivering transparency and public awareness CONTACT US TO LEARN MORE Will Ayersman, GISP wi Iliam.ayersman@davey.com 330-673-5685 ext. 8048 FOR MORE INFORMATION VISIT WWW.DAVEY.COM/GIS Software and Urban Forestry Team For our company to help communities manage urban forests, our consultants are not only qualified and credentialed, but they also possess extensive industry knowledge and experience and are committed to your project. • DRG ensures that our staff maintain International Society of Arboriculture credentials and qualifications, including Certified Arborist (CA), Municipal Specialist (MS), Utility Specialist (UA), Board Certified Master Arborist (BCMA), and Tree Risk Assessment Qualification (TRAQ). • We also provide extensive in-house training programs, safety tailgates, and opportunities for advancement. Our personnel are knowledgeable of industry standards, BM Ps such as the ISA BMPS, ANSI A300 Standards, and the municipal work environment. • DRG staff professionals have college degrees. As demonstrated in their resumes, many of our staff have advanced college degrees. • Being an employee -owned company helps DRG stand out from the competition. Currently ranked as the 9th largest employee -owned company in the United States, The Davey Tree Expert Company has cultivated a culture of employee ownership for over 40 years. This culture has bolstered the company's resilience and encouraged employees to build long-term careers, fostering their investment in positive outcomes for themselves and the company. • We take a proactive approach to managing workloads by regularly assessing the skills and availability of our team members to align assignments. This strategic allocation ensures that our staff can focus on their tasks, creating a productive work environment. Additionally, our team is highly proficient at adapting to shifting priorities and tight deadlines. We have implemented streamlined communication channels and efficient project management tools to enhance collaboration and ensure assignments are completed on time. This flexibility allows us to promptly respond to changing workloads and client requests, such as change orders. DRG's commitment to excellence, strong work ethic, and adaptability position us well to effectively handle the company's current workload and this complete project. • Our Company motto is to "Provide innovative solutions through experience and expertise." Education • B.S., Forest Resource Management, Southern Illinois University, Carbondale, 2001 Certifications • Certified Arborist and Municipal Specialist (#IL-4282AM), International Society of Arboriculture (ISA) • Tree Risk Assessment Qualification (TRAQ), ISA Special Training • ArborMaster Tree Climbing Levels 1 &2; Precision Falling Level 1 • Davey Institute of Tree Sciences, The Davey Tree Expert Company • Municipal Forestry Institute, Society of Municipal Arborists • Urban Forest StrikeTeam • Adult First Aid/CPR/AED, American Red Cross Professional Affiliations • International Society of Arboriculture, New England Chapter • International Society of Arborists (Test Committee) • Missouri Community Forestry Council, Former Chair, Membership Chair • Society of Municipal Arborists Josh Behounek Business Development Manager Josh Behounek is the business development manager for Davey Resource Group (DRG) Environmental Consulting. Josh is part of the Leadership Team focusing on client relationships and strategic partnerships throughout the United States and Internationally. Josh also oversees the operations for southern and southeastern parts of the U.S. josh has worked with Davey for 20 years, beginning his career as an inventory arbotist before spending lour years in Chicago working in residential/commercial tree care, then transitioning back to DRG where he has served in multiple roles, including: • Tree Inventory Technician • Business Developer for Midwest and Northeast regions • Eastern Urban Forestry Coordinator • National Business Development Manager josh is an International Society of Arboriculture {ISA) Certified Arborist and Municipal Specialist. He also has an ISA Tree Risk Assessment Qualification (TRAC . He has worked with numerous tnunicipalities, park districts, golf courses, cemetetries, college campuses, and private landowners to help manage and care for their urban forests. In addition to his professional experience, Joslr has held numerous industry volunteer experiences. He is highly sought after for presentations, having spoken at a wide range of events including: international presentations in Sweden and Brazil; several keynote speaker presentations; over 100 conferences throughout North America; and regional, national, and international webinar and virtual events. DAVEY Resource Group Davey Resource Group, Inc. Software Services Page 12 Justin Walters, Software Services Manager Justin Walters leads a team of GIS and IT professionals in optimizing software support and service for Utility Vegetation Management, Asset Management, and Environmental Consulting operations. He supports DRG's tailored mobile mapping applications and management software solutions, with a central focus on cultivating strong partnerships with clients, operations managers, and software developers to deliver solutions that surpass expectations. Justin's responsibilities encompass managing unit -based, costs per mile, and time & material inventories, including the one proposed by the City of Independence. Additionally, he oversees herbicide program tracking, outage investigation, predictive a na lytics, third -party integration, tree growth regulator inventories with calculated prescriptions, state environmental tracking, electronic permissioning, helicopter patrols, lidar integration, and drone services. Education • B.A., Geographic Information Systems, Kent State University • BA, Environmental Geography, with a minor in Climate Science, Kent State University Justin is dedicated to the industry and is affiliated with the Geospatial Information and Technology Association, Utility Arborist Association, Mid Atlantic Chapter International Society of Arboriculture, and Urban and Regional Information Systems Association. Davey Resource Group, Inc. Software Services Page 13 RESUME William D. Ayersman, GISP, MS Project Manager, GIS & Remote Sensing Services William D. Ayersman, GISP, MS, is the geospatial services manager with Davey Resource Group, Inc. (DRG). He has extensive experience applying spatial analysis and predictive modeling to natural resources, including identifying right-of-way clearance concerns, assessing tree health and identifying species, and understanding climatic, social, and environmental concerns. His daily responsibilities involve the management of GIS and remote sensing projects that include imagery and Li DAR analysis, generating custom maps and reports, and creating and designing predictive and suitability models. Since 2011, he has been the project lead on all urban and utility forestry projects. Will is essential in developing innovative GIS tools and solutions, focusing on the urban canopy effects of stormwater, watersheds, and ecosystem cost/benefits analysis. He has experience and knowledge in forestry resource management, cartography, landscape metrics, and spatial statistics. He also oversees the collection of our drone Li DAR program and routinely calculates LiDAR-derivatives such as surface models, terrain models, and vegetation height models. In addition, Will has experience during his tenure at West Virginia University updating wetland layers for environmental projects. Examples of his work directly related to this project include over 220 GIS assessments of vegetation, over 30 Li DAR-based projects, numerous cost estimates, and comparison quotes. Notable Project Experience • Allegheny County, PA I Li DAR Analysis for Tree Canopy Change I Project Manager • Wake County, NC I Wake County Tree Canopy Assessment and Change Detection I Project Manager and Lead GIS Analyst • Charlotte, NC I Land Use Change Detection and Analysis I Lead GIS Analyst • West Virginia DNR I Wetland Change Detection and Mapping I GIS Analysis and Modeling • ODOT I Bee Pollinator Plot Research I Lead GIS Analyst for Pollinator Garden Site Selection DAVEYY. Resource Group Education • M.S., Forestry,West Virginia University • B.S., Forest Resource Management, West Virginia University Credentials • Certified Geographic Information Systems Professional (GISP), #72590 • Adult First Aid/CPR/AED, American Red Cross Professional Affiliations • American Society of Photogrammetry and Remote Sensing (ASPRS) • Association of American Geographers (AAG) Ohio Urban Regional System Association (URISA), Ohio Chapter Presentations MAC-ISA Mid -Atlantic Conference. "inventories —From Simple to Complex: Urban, Community, and Utility Applications," October 6, 2020, Virtual Platform Society of Municipal Arborists Conference. "How Story Maps Can Be Used As An Effective Public Outreach Tool," November 19, 2019, Cleveland, Ohio • Environmental Concerns in Right - of -Way Management Conference. "A Proactive Approach for ROW Vegetation Management Using GIS and Remotely Sensed Data," September 26, 2018, Denver, Colorado Davey Resource Group, Inc. Software Services Page 14 RESUME Holly Knox, GISP, MS Lead Geospatial Analyst Holly Knox, GISP, MS, is a lead geospatial analyst with Davey Resource Group, Inc. (DRG), applying GIS technology to environmental analysis. Holly currently plays a crucial role in coordinating municipal inventory projects. She coordinates the setup, testing, and programming of custom input forms for our field inventory projects utilizing our mobile mapping solutions, including DRG's Rover, ESRI`" ArcPad, and ArcGIS for Collector software. Her routine work involves managing and building relationships with our internal urban forestry project managers and our clients and coordinating the acquisition, manipulation, interpretation, and conversion of geospatial data for all three of our ma rketsegments. Holly leads the creation of field maps and final cartographic products for our environmental consulting services. Hotly joined DRG in 2008. Since 2009, Holly has been involved in all quality assurance and quality control (QA/QC) processes for urban tree canopy (UTC) analysis projects. She generates statistical reports and final cartographic map outputs for land cover assessments and i-Tree analyses. Holly also has experience and knowledge with AutoCAD", as well as the utilization and support of mobile mapping hardware and global positioning systems (GPS). In addition to her role with DRG, Holly is a volunteer at the Portage County Park District, providing GIS support. Notable Project Experience Boulder, Colorado I Emerald Ash Borer (EAB) ESRI Storymap Provided story design and development • New Mexico Department of Forestry I Rico Motor Company I Provided map creation and spatial data analytics • Wake County, North Carolina I Urban Forest Management Plan 1 Cartographer for map and graphic creation • West Lafayette, IN I Parks and Citywide Forest Health Assessment Cartographer & ESW fieldmap collection program set-up DAV�. Resource Group Education M.S. Geographic Information Systems, American Sentinel University • B.A., Geography with an emphasis on Natural Resource Management and Conservation, minor in Anthropology, Kent State University Credentials • Adult First Aid/CPR/AED, American Red Cross Professional Affiliations • Ohio Urban Regional System Association (URISA) Ohio Chapter • GIS Users of Northern Ohio (GUONO) • Gamma Theta Upsilon • Ravenna Ohio Shade Tree Commission Davey Resource Group, Inc. Software Services Page 15 Education • B.S., Conservation, Kent State University Certifications • Board Certified Master Arborist (OH- 1425BM), International Society of Arboriculture (ISA) • Tree and Plant Appraisal Qualification (TPAQ), ASCA • Tree Risk Assessment Qualification (TRAQ), ISA • Certified Ohio Commercial Pesticide Applicator (#10549), Ohio Department of Agriculture • Adult First Aid/CPR/AED, American Red Cross Special Training • 10-Hour Construction Safety and Health Training Course (#001901457), Occupational Safety and Health Administration (OSHA) • Davey Institute of Tree Sciences Professional Affiliations • International Society of Arboriculture • International Society of Arboriculture Ohio Chapter Board of Directors (Past) • Youngstown State University's Beautification Committee Jim Jenkins Principal Consultant Jim Jenkins is a principal consultant for DRG who oversees computerized tree inventory projects for municipalities, parks, and future building sites. With the urban forestry team, he provides oversight on core services, including tree inventories, management plans, and related deliverables. Additionally, he performs quality control and quality assurance of in -field work, provides training and orientation for new staff, and ensures safe and efficient production. Jim is experienced with GPS and GIS systems, handheld and pen -based data collection units, various inventory data collection. software programs, and the i-Tree suite of software. He also has experience in urban tree risk assessment, landscape tree appraisals, and tree preservation. Prior to joining DRG, Jim served as a lawn care technician for The Davey Tree Expert Company's East Cleveland residential tree care office. He is a graduate of the Davey Institute of Tree Sciences, a four -week comprehensive training program. Throughout his career, Jim has performed tree preservation work for a national construction and engineering firm on U.S. Naval Air Stations in Pensacola, Milton, and Jacksonville, Florida. He has also coordinated data collection for i-Tree reference cities in strategic geographic regions throughout the US. From 2006 to 2011,Jiin worked on the Asian Longhorned Beetle Cooperative Eradication Program in New York City and Boston, where he served as a field project manager and oversaw production, quality control, data management, and communication with the USDA. After working with Youngstown State. University to further develop its urban forestry program and achieve Tree Campus USA designation,.Jiin was asked to sit on YSU's Campus Beautification Initiative Working Group, where he currently serves as an advisor for arhoiicultural issues. He is an International Society of Arboriculture ;ISA Board Certified Master Arborist and also has an ISA Tree Risk Assessment Qualification (TRAQ) and is a past board member of the ISAs Ohio Chapter Board of Directors. Along with these, .Jim carries an American Society of Consulting Arbotists (ASCA) Tree and Plant Appraisal Qualification (TPAQ. DAVEY Resource Group Davey Resource Group, Inc. Software Services Page 16 Company Qualifications Davey Resource Group, Inc. is a leading urban forestry consulting firm in the United States, specializing in tree inventory assessment services and urban forest management since its establishment in 1992, in Kent, Ohio. Annually, we assess over two million trees and develop comprehensive plans for communities. These plans include data -driven operationally -focused work plans and strategic master plans guided by community and stakeholder input. Our TreeKeeper® software is used by over 500 clients nationwide and has more than 10 million trees hosted. Apart from our on -the -ground arborist assessment and urban forest planning services, we offer GIS-based mapping and canopy assessments. Since 2010, our company has completed over 225 urban tree canopy (UTC) assessments, providing accurate estimates of tree canopy cover and impervious surfaces. Additionally, we provide a wide range of consulting services, including wetlands and stream studies, environmental design and ecosystem restoration, stormwater management and compliance, and invasive species management. Our staff is well -versed in addressing complex ecosystems, resource challenges, and regulatory concerns that can impact project success. With 24 local offices and a national presence, DRG can manage projects in both urban and rural areas. Our team comprises arborists, urban foresters, planners, GIS and Information Technology (IT) professionals, offering tested solutions for urban forest management and innovative strategies for addressing contemporary challenges, such as the urban heat island effect and insufficient tree canopy in underserved neighborhoods. Internally, we adhere to the QTC method - Quality, Teamwork, and Communication. This approach ensures continuous improvement, innovation, and adaptability in our processes to deliver the highest quality results at the best value for our clients. We uphold accountability for good work, safety, and accuracy through the hiring and training team members. Furthermore, we prioritize active communication with our clients and within our teams to ensure quality service throughout the project and beyond. This client -centric philosophy has resulted in a history of satisfied repeat clients. DRG's Urban Forestry Services DRG's urban foresters support municipalities, campuses, parks, cemeteries, utilities, and the private sector across North America. We provide advice on managing both public and private trees. We provide tree risk reduction strategies for our public sector clients through assessments and tools, such as tree inventories, risk assessments, and urban tree canopy assessments. We tailor each project to meet your specific program needs and project budget. We provide: • Tree inventory data collection and updates of existing data • Smart tree inventory data collection (AI & machine learning) • TreeKeeper® software (developed and is supported by DRG's in-house IT professionals)) • Urban forest planning services to help manage trees and achieve short- and long-term goals • GIS services and specialists in-house to assess urban tree canopy, map tree growth, analyze planting space, and predict the impact of threats to tree canopy, such as the urban heat island effect • Staff and support urban forestry programs and projects • i-Tree Tools and analyzes to highlight the benefits of trees DRG's Unique Qualifications DRG's internal resources, considerable experience with similar work, and long history of research, support, and satisfaction of being in the tree care business make us uniquely qualified to provide the City of Miami with urban forestry services. • Large Professional Arborist and GIS/IT Staff. DRG has over 100 professional arborists committed to tree inventories, urban forestry consulting, and 20 specialized GIS/IT professionals. The company also has access to additional trained personnel to address evolving project requirements. As a prominent national firm, DRG can rapidly scale project teams to accommodate diverse needs. The company's extensive size and internal resources enable it to undertake large, long-term inventory projects successfully. Our staff includes arborists, urban foresters, planners, and GIS and Information Technology (IT) professionals. Together, we offer proven solutions for urban forest management and unique strategies for today's challenges, such as the urban heat island effect and the lack of tree canopy in underserved neighborhoods. • Substantial Equipment Inventory. DRG possesses numerous handheld computers, pen tablets for tree data collection, and high -precision GPS units. We maintain national purchase and rental agreements with computer hardware manufacturers and technical equipment suppliers, enabling us to acquire specialized, supplementary, or replacement equipment efficiently. • Tree Inventory and Software Project Experience. With over 30 years of experience, DRG specializes in conducting municipal tree inventories, developing long-term management plans, and implementing software systems. We have a proven track record of completing over 500 tree inventories and consistently evaluating hundreds of thousands of trees each year. Our inventory arborists undergo extensive training in tree identification, tree maintenance determinations, and tree risk assessments, ensuring high -quality expertise in our operations. • Local Offices and Staff with National Support. DRG operates 24 brick -and -mortar offices throughout the nation. Our committed staff is ready to promptly and consistently address inquiries, ensuring swift and ongoing communication. Additionally, as part of The Davey Tree Expert Company, we have access to extensive residential and commercial tree care, landscaping, and horticultural technical support nationwide, including proprietary training, safety programs, and TreeKeeper° software. Our pooled resources and unified support enable us to deliver comprehensive solutions to our clients. • A 135-Year History. The Davey Tree Expert Company has built a legacy of excellence. We have a long history of providing clients quality work and proven results. We are guided by our company culture and the principles of our founder, John Davey, "The Tree Doctor". As the 9th largest employee -owned company in the United States, we have demonstrated resilience and stability. The Davey Tree Expert Company's enduring history and company culture ensure its continued success, setting it apart from competitors. While many have failed to face adversity and closed, Davey continues to grow and remains a steady source of solutions, able to effectively serve the needs of your community for years to come. • Industry Partner and Contributor. As a trusted industry partner, Davey was instrumental in developing i-Tree with the United States Department of Agriculture (USDA) Forest Service and the Arbor Day Foundation. Our dedication to the industry extends to the International Society of Arboriculture (ISA) and its local chapters. Several of Davey's and DRG's staff members actively participate on local and International ISA boards and committees. Davey has played a significant role in developing and revising arboriculture standards, such as tree risk assessment, through the American National Standards Institute (ANSI). Additionally, the company has actively shaped ISA's best management practices. Client Responsibilities • Provide DRG with imagery, maps, and data files. Our request may include the following: digital orthophotographs, available GIS data layers, other electronic or paper copies of maps for roads, pavement widths, right-of-way widths, boundaries and utilities, and an electronic file or printed list of street names and endpoints. • Provide daily contact information and directions during the project. • Provide a copy of any existing tree inventory databases. Limited Warranty Davey Resource Group, Inc. ("DRG") provides this limited warranty ("Limited Warranty") in connection with the provision of services by DRG (collectively the "Services") under the agreement between the parties, including any bids, orders, contracts, or understandings between the parties (collectively the "Agreement"). Notwithstanding anything to the contrary in the Agreement, this Limited Warranty will apply to all Services rendered by DRG and supersedes all other warranties in the Agreement and all other terms and conditions in the Agreement that conflict with the provisions of this Limited Warranty. Any terms or conditions contained in any other agreement, instrument, or document between the parties, or any document or communication from you, that in any way modifies the provisions in this Limited Warranty, will not modify this Limited Warranty nor be binding on the parties unless such terms and conditions are approved in a writing signed by both parties that specifically references this Limited Warranty. Subject to the terms and conditions set forth in this Limited Warranty, for a period of 120 days from the date Services are performed (the "Warranty Period"), DRG warrants to Customer that the Services will be performed in a timely, professional and workmanlike manner by qualified personnel. To the extent the Services involve the evaluation or documentation ("Observational Data") of trees, tree inventories, natural areas, wetlands and other water features, animal or plant species, or other subjects (collectively, "Subjects"), the Observational Data will pertain only to the specific point in time it is collected (the "Time of Collection"). DRG will not be responsible nor in any way liable for (a) any conditions not discoverable using the agreed upon means and methods used to perform the Services, (b) updating any Observational Data, (c) any changes in the Subjects after the Time of Collection (including, but not limited to, decay or damage by the elements, persons or implements; insect infestation; deterioration; or acts of God or nature [collectively, "Changes"]), (d) performing services that are in addition to or different from the originally agreed upon Services in response to Changes, or (e) any actions or inactions of you or any third party, not including any of DRG's subcontractors in connection with or in response to the Observational Data. If a visual inspection is utilized, visual inspection does not include aerial or subterranean inspection, testing, or analysis unless stated in the scope of work. When performing tree inventories or assessments, DRG will not be liable for the discovery or identification of non -visually observable, latent, dormant, or hidden conditions or hazards, and does not guarantee that Subjects will be healthy or safe under all circumstances or for a specified period of time, or that remedial treatments will remedy a defect or condition. To the extent you request DRG's guidance on your permitting and license requirements, DRG's guidance represents its recommendations based on its understanding of and experience in the industry and does not guarantee your compliance with any particular federal, state or local law, code or regulation. DRG may review information provided by or on behalf of you, including, without limitation, paper and digital GIS databases, maps, and other information publicly available or other third -party records or conducted interviews (collectively, "Source Information"). DRG assumes the genuineness of all Source Information. DRG disclaims any liability for errors, omissions, or inaccuracies resulting from or contained in any Source Information. If it is determined that DRG has breached this Limited Warranty, DRG will, in its reasonable discretion, either: (i) re -perform the defective part of the Services or (ii) credit or refund the fees paid for the defective part of the Services. This remedy will be your sole and exclusive remedy and DRG's entire liability for any breach of this Limited Warranty. You will be deemed to have accepted all of the Services if written notice of an alleged breach of this Limited Warranty is not delivered to DRG prior to the expiration of the Warranty Period. To the greatest extent permitted by law, except for this Limited Warranty, DRG makes no warranty whatsoever, including, without limitation, any warranty of merchantability or fitness for a particular purpose, whether express or implied, by law, course of dealing, course of performance, usage of trade or otherwise. Appendix A: Authorization to Proceed I am authorized to bind the Miami and authorize Davey Resource Group, Inc. to perform the specified work. I am familiar with and agree to the terms and conditions appended to this proposal. I understand that once accepted this proposal constitutes a binding contract. This proposal is based on an estimated number of trees/sites to be inventoried. Davey Resource Group, Inc. reserves the right to renegotiate the price based on the timing of the award, scheduling of fieldwork, the final methodology chosen by the client, and availability, completeness, and quality of maps and GIS information. TreeKeeper° Software Description of Service Contract Type Price Task 1: TreeKeeper®Software OLM TreeKeeper® Annual Subscription, Tier 2 with Premium Support Annual Subscription - OLM Historical Data Import OLM Firm -Fixed Price - Additional data layers beyond Trees Firm -Fixed Price - SINS 541370GIS TreeKeeper® Customization* Time and Materials - SINS 541370GIS Data Integration with Cartegraph* Time and Materials - OLM On Site Staff Training (8 hours) OLM Web -based Staff Training (4 hours) Firm -Fixed Price - Firm -Fixed Price - $7,800/year $2,000 $500/layer $ 6, 000 $15,000 $4,500/training $500/training Task 2: TreeKeeper® Canopy Software OLM Initial Build and First year subscription Firm -Fixed Price - $6,500 OLM OLM OLM OLM Annual Support TreeKeeper® Canopy Customization* Premium Options* Staff Training & Ongoing Support Firm -Fixed Price - Firm -Fixed Price - Firm -Fixed Price - Firm -Fixed Price - $2,000 $1,000/layer $20,000 for tree palette $750/session Task 3: StoryMap OLM OLM OLM SINS 541370GIS Project Total Initial StoryMap Creation StoryMap Customization* Premium Options* Staff Training & Ongoing Support* Firm -Fixed Price - Firm -Fixed Price - Firm -Fixed Price - Firm -Fixed Price - $9,500 $1,000/review $500/review $ 3, 000 $80, 550* Appendix A: Authorization to Proceed TreeKeeper® Software Description of Service Contract Type Price Task 1: TreeKeeper® Software OLM Project Total TreeKeeper® Annual Subscription, Tier 2 with Premium Support (4-years) Annual Subscription - $31,200 ($7,800/year) $31,200 *If desired, DRG can work with Miami to develop a full scope and give an estimated number of hours to complete these tasks. By signing this form, I do hereby acknowledge acceptance of the scope of work and associated fee, as well as the terms and conditions and limited warranty contained herein. Furthermore, my signature authorizes the work to be performed effective the date of my signature and denotes that I am an authorized representative of the Client with authority to authorize and bind my company. City of Miami, Florida Davey Resource Group, Inc. Client Representative: DRG Project Representative: Authorizing Signature: Title: Authorizing Name: Date: Title: Phone Number: Date: E-Mail: Phone Number: E-Mail: Davey Resource Group, Inc. Software Services Pagel MARKET RESEARCH Contract No.: Sole Source 24-25-19 Current Term: N/A Expiration Date: N/A Title: TreeKeeper Inventory Management Software System and Services Recommendation: 1 Sole Source Contract ❑ Solicit Competition ❑ Access Contract ❑ Other Procurement Contracting Officer: Tahlia Gray Background: The Department of Resilience and Public Works ("RPW') has an objective to enhance the urban forest and improve its livability. RPW identified a supplier to provide an all-inclusive comprehensive system that provides a full spectrum of urban forestry management tools. TreeKeeper will allow for diligent planning and effective management of the urban forest to optimize the long-term benefits of the City's urban forest provides while mitigating costs and risks. It will safeguard the residents of the City by delivering the essential environmental services that trees and shrubbery offer. Research Conducted: Market research was conducted using various state and county contract databases to source any current contracts that the City could potentially use to piggyback or find other related vendors that could provide same to similar services. After a thorough review, the Department of Procurement ("Procurement") was unable to find any similar contracts in the databases visited. In addition to doing research on various state and county contract databases, an internet search was conducted in order to gauge the market and to verify whether there were any other companies that could provide the same or similar service as provided by DRG. However, no comparable all-inclusive contracts or products were located. Comparable Contracts: There are a number of contracts for specific aspects of the DRG software. Cities like Altamonte Springs ($6300), Sterling Heights ($9810), Los Angeles ($105,000), Oklahoma City ($2500), Des Moines ($31,000), Belmont ($20,000) and Boston ($7500). All have sole source specific items provided by DRG's tree inventory management family of products and services. Recommendation: Procurement recommends that the City use the products and services of DRG, as they are the Sole Source provider of the TreeKeeper Inventory Management Software System and Service. Procurement found that while there are other companies who provide the services of urban forestry management services, they are all a la carte with some companies not providing all the services needed by RPW. Procurement Contracting Officer: l Date: 1/14/25 Director/Asst. Director: Anvrtke, Pe!Lei, Date: 1/14/25