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AGREEMENT INFORMATION AGREEMENT NUMBER 26054 NAME/TYPE OF AGREEMENT DAVEY RESOURCE GROUP, INC./ DESCRIPTION AMENDMENT NO. 1 TO PROFESSIONAL SERVICES AGREEMENT/TREEKEEPER URBAN FORESTRY SOFTWARE & MANAGEMENT SERVICES/FILE ID: 17155/R-25- 0058/MATTER ID: 25-3858 EFFECTIVE DATE March 20, 2026 ATTESTED BY TODD B. HANNON ATTESTED DATE 3/20/2026 DATE RECEIVED FROM ISSUING DEPT. 3/23/2026 NOTE DOCUSIGN AGREEMENT BY EMAIL City of Miami DOCUMENT ROUTING FORM r�QR4O ORIGINATING DEPARTMENT: Department of Procurement DEPT. CONTACT PERSON: Aimee Gandarilla/Tahlia Gray EXT. 1906/1912 NAME OF OTHER CONTRACTUAL PARTY/ENTITY: Davey Resource Group, Inc. IS THIS AGREEMENT TO BE EXPEDITED/RUSH: TOTAL CONTRACT AMOUNT: $ TYPE OF AGREEMENT: ❑ MANAGEMENT AGREEMENT ❑■ PROFESSIONAL SERVICES AGREEMENT ❑ GRANT AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ LICENSE AGREEMENT OTHER: (PLEASE SPECIFY) ■ FUNDING INVOLVED? YES YES ❑ PUBLIC WORKS AGREEMENT ❑ MAINTENANCE AGREEMENT ❑ INTER -LOCAL AGREEMENT ❑ LEASE AGREEMENT ❑ PURCHASE OR SALE AGREEMENT El SUPPLEMENTAL AGREEMENT NO NO PURPOSE OF ITEM (DETAILED SUMMARY): Amendment No. 1 to the Professional Services Agreement with Davey Resource Group, Inc. COMMISSION APPROVAL DATE: 2/27/2025 FILE ID: 17155 ENACTMENT NO.: 25-0058 IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: ROUTING INFORMATION Date PLEASE PRINT AND SIGN APPROVAL BY DIRECTOR/CHIEF PROCUREMENT OFFICER March 4, 2026 Annie Perez, CPPO I 16:52:38 ESTDocuSignetle SIGNATURE: ---7 S4-0.[.—. SUBMITTED TO RISK MANAGEMENT March 5, 2026 David Ruiz I 10:22 :14 EST—. SIGNATURE: -'n, dt SUBMITTED TO CITY ATTORNEY 25-3858 matter 25-3858 DS ll March 18, 2026 George K.W song III : I 1448:36 EDT moo s9..de. SIGNATURE: ,rt±, UIII APPROVAL BY ASSISTANT CITY MANAGER/CHIEF FINANCIAL OFFICER March 18, 2026 FFr 7I Darling, CPA r i`�6 ocus ne SIGNATURE: --`'--P-`" APPROVAL BY ASSISTANT CITY MANAGER/CHIEF OF OPERATIONS Barbara Hernandez, MPA SIGNATURE: APPROVAL BY ASSISTANT CITY MANAGER/CHIEF OF INFRASTRUCTURE March 19, 2026 Asael Marrero I 09:43: 39 EDTq etley SIGNATURE: �� s APPROVAL BY DEPUTY CITY MANAGER March 19, 2025 Natasha Colebrook -Williams I 14:27:55 7,—,„SIGNATURE: ,. eae _wat,„,, RECEIVED BY CITY MANAGER March 19, 2025 James Reyes 115:27:23 EDT SIGNATURE: SUBMITTED TO THE CITY CLERK March 20, 2025 Todd Hannon I 20:18:48 E,DL .0..de.: SIGNATURE: -- PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER City of Miami Office of the City Attorney Legal Services Request To: Office of the City Attorney From: Tahlia Gray Contact Person Procurement Analyst Title 3/4/2026 Date: Procurement Requesting Client (305) 416-1912 Telephone Legal Service Requested: Matter 25-3858: Amendment No. 1 to the Professional Services Agreement with Davey Resource Group, Inc Complete form and forward to the Office of the City Attorney or e-mail to Legal Services. Do not assume that the Office of the City Attorney knows the background of the question and/or issue, such as opinions on the same or similar issues, the existence of relevant memos, correspondence, etc. Please attach to this form and/or e-mail all pertinent information relating to the subject. Once your request has been assigned, an e-mail will be sent to you with the Assigned Attorney's name and the issued matter identification number. All attorneys in the Office of the City Attorney shall fully comply with the Rules Regulating the Florida Bar. For Legal Services requesting an opinion from the Office of the City Attorney: nlssue opinion in writing. Publish opinion after issuance. Authorized by: Annie Perez Date response requested by: BELOW PORTION TO BE COMPLETED BY THE OFFICE OF THE CITY ATTORNEY Assigned Attorney: Date: File No. Approved by: Ultimate Client: Comments: D / R Date: Copy returned to Requesting Client Type: Matrix: Category: Copy to Ultimate Client rev. 04/14/2017 AGREEMENT/AMENDMENT OVERVIEW AGREEMENT TITLE: AMENDMENT NO 1 TO CONTRACT NO 24-25-019 1. AWARD DELEGATED AUTHORITY: ❑ Chief Procurement Officer — Authority level of $ ❑ City Manager — Authority level of $ ❑ City Commission — RESOLUTION No. 25-0058 2. PROCUREMENT METHOD: ❑ RFP/RFQ ❑ IFB ❑ ITB ✓ SOLE SOURCE ❑ PIGGY -BACK ❑ COOPERATIVE ❑ PROFESSIONAL SERVICES UNDER $25,000 3. TYPE OF AGREEMENT: ❑ PROFESSIONAL SERVICES AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ SOFTWARE AS A SERVICE AGREEMENT ❑ LEASE AGREEMENT ❑ OPERATOR AGREEMENT ❑ CONCESSION AGREEMENT ❑ OTHER (Please explain): _AMENDMENT NO 1 4. IF THIS IS AN AMENDMENT, WHAT IS THE NUMBER OF THE AMENDMENT AND WHAT DOES THIS AMENDMENT DO (INCREASE CAPACITY, CHANGE IN TERMS, ETC) BE SPECIFIC AND INCLUDE THE PAGE NUMBER(S) THAT SPECIFIES WHAT IS BEING AMENDED ON THE CONTRACT. 1; ADD ADDITIONAL SERVICES 5. WAS THE AMENDMENT APPROVED BY THE CITY COMMISSION? ❑ YES ❑ NO IF YES, WHAT IS THE RESOLUTION NUMBER? N/A 6. WHAT IS THE SCOPE OF SERVICES? TREE CANOPY ASSESSMENT SERVICES; SYSTEM INTEGRATION SERVICES 7. IF CITYWIDE, WHAT ARE THE MOST FREQUENT USER DEPARTMENTS? RPW 8. IS THE AWARDEE INCUMBENT? YES Updated 1/29/2025 9. IS THE PRICING HIGHER, LOWER OR THE SAME AS THE CURRENT CONTRACT? N/A 10. WHEN DOES THE CURRENT CONTRACT EXPIRE? N/A 11.WHAT WAS THE PREVIOUS SPEND ON THE CURRENT CONTRACT? N/A 12.WHAT IS THE METHOD OF AWARD (Group, Item by Item etc.)? SOLE SOURCE Updated 1/29/2025 City of Miami Vendor Responsibility Checklist Name of Firm: DAVEY RESOURCE GROUP INC Use the "Upload" button to attach PDF documentation for each section. To delete attachment(s), use the appropriate "Delete" button to the right and then use the "Clear" button for the corresponding attachment box to clear that field. CATEGORY City Vendor Registration Affirmation YES State of Florida Corporation (Sunbiz) YES D & B N/A Pacer N/A Bid/Proposal Bond N/A RESPONSE iSupplier Number: 49754 Upload DAVEYSUNBIZ.pdf Clear _ Upload Clear Upload w Clear Upload Clear Use the "Upload" button to attach PDF documentation for each section. To delete attachment(s), use the appropriate "Delete" button to the right and then use the "Clear" button for the corresponding attachment section to clear that field. PERFORMANCE/REFERENCE CHECKS ATTACHMENTS System of Award Managment (SAM) N/A Convicted Vendor List NO Debarred Contractors NO Suspended Contractors N/A Suspended Vendors -State: NO Scrutinized Companies List: NO Google Search: YES Upload Clear Upload Clear Upload Clear Upload Clear mg Upload Clear Upload Clear Upload Clear Fpnvicted Vendor List _ Vendor Registra...pdf "charred Contractor List, May 2025.pdf Suspended Vendor List _ Vendor Registra...pdf 1025_12_17_web_u pdate_pfia_proh i bited_list. pdf lavey resource group - Google Search.pdf Updated: 9/30/2025 Gray, Tahlia Digitally signed by Gray, Tahlia Date: 2026.02.25 16:25:42-05'00' STATE BOARD OF ADMINISTRATION OF FLORIDA 1801 HERMITAGE BOULEVARD, SUITE 100 TALLAHASSEE, FLORIDA 32308 (850) 488-4406 POST OFFICE BOX 13300 32317-3300 Protecting Florida's Investments Act "Scrutinized Companies" Chapter 287.135, Florida Statutes RON DESANTIS GOVERNOR CHAIR BLAISE INGOGLIA CHIEF FINANCIAL OFFICER JAMES UTHMEIER ATTORNEY GENERAL CHRIS SPENCER EXECUTIVE DIRECTOR Chapter 287.135, Florida Statutes was created effective July 1, 2011, and prohibits a company on the Scrutinized Companies with Activities in Sudan List or on the Scrutinized Companies with Activities in the Iran Terrorism Sectors List from bidding on, submitting a proposal for, or entering into or renewing a contract with an agency or local governmental entity for goods or services of $1 million or more. Pursuant to Chapter 215.473, Florida Statutes, the Florida State Board of Administration is charged with maintaining a complete list of scrutinized companies. Scrutinized companies are judged according to whether they meet the following criteria: Sudan: 1. Have a material business relationship with the government of Sudan or a government -created project involving oil related, mineral extraction, or power generation activities, or 2. Have a material business relationship involving the supply of military equipment, or 3. Impart minimal benefit to disadvantaged citizens that are typically located in the geographic periphery of Sudan, or 4. Have been complicit in the genocidal campaign in Darfur. Iran: 1. Have a material business relationship with the government of Iran or a government -created project involving oil related or mineral extraction activities, or the energy, petrochemical, financial, construction, manufacturing, textile, mining, metals, shipping, shipbuilding, or port sectors of Iran, or 2. Have made material investments with the effect of significantly enhancing Iran`s petroleum sector. The SBA is not responsible for compliance with Chapter 287.135, Florida Statutes. The SBA's responsibilities are solely focused on the Protecting Florida's Investments Act and Chapter 215.473 as it relates to the identification of "Scrutinized Companies" that have prohibited business operations in Sudan or Iran. The table on the following pages provides the List of Prohibited Investments (Scrutinized Companies). This list is updated as part of the Protecting Florida's Investments Act (PFIA) and the Global Governance Mandates Quarterly Report, upon review and approval by the Trustees of the State Board of Administration. December 17, 2025 Page 2 Table 7: List of Prohibited Investments (Scrutinized Companies) (New companies are highlighted and in bold.) Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment Aviation Industry Corporation of China (AVIC) Sudan China September 24, 2019 Yes AviChina Industry & Technology Sudan China June 4, 2019 Yes AVIC International Finance Ltd Sudan China September 24, 2019 Yes AVIC International Holdings Ltd (formerly listed as AVIC International) Sudan China June 4, 2019 Yes Bank of Kunlun Co Ltd Sudan & Iran China March 7, 2018 Yes Chennai Petroleum Corp Ltd Sudan India September 19, 2007 Yes China BlueChemical Ltd Iran China March 19, 2013 Yes China Energy Engineering Corporation Sudan China September 30, 2025 Yes China Gezhouba Group Company Ltd Sudan China September 30, 2025 Yes China National Petroleum Corporation (CNPC) Sudan & Iran China December 11, 2012 Yes China Oilfield Services Ltd Iran China June 16, 2011 Yes China Petrochemical Corporation (Sinopec Group) Sudan & Iran China December 3, 2019 Yes China Petroleum & Chemical Corp (CPCC) Sinopec Sudan & Iran China September 19, 2007 Yes China Petroleum Engineering Corp Sudan & Iran China March 7, 2018 Yes China Power Engineering Consulting Group Corp Sudan China December 17, 2025 Yes China Railway Group Limited Iran China September 24, 2024 Yes Cirrus Aircraft Ltd Sudan Cayman Islands September 24, 2024 Yes CNOOC Ltd Iran China June 16, 2011 Yes CNOOC Energy Technology & Services Ltd Iran China June 15, 2021 Yes CNOOC Finance Limited Iran China September 24, 2013 Yes CNOOC Finance (2003) Limited Iran China December 17, 2024 Yes CNOOC Finance (2011) Limited Iran China December 17, 2024 Yes CNOOC Finance (2012) Limited Iran China December 17, 2024 Yes CNOOC Finance (2013) Limited Iran China December 17, 2024 Yes CNOOC Finance (2014) ULC Iran China October 17, 2017 Yes December 17, 2025 Page 3 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment CNOOC Finance (2015) Australia PTY Ltd Iran China December 17, 2024 Yes CNOOC Finance (2015) USA LLC Iran China December 17, 2024 Yes CNPC Capital Company Limited Sudan & Iran China June 14, 2017 Yes CNPC Finance HK Ltd Sudan & Iran China March 26, 2024 Yes CNPC General Capital Ltd Sudan & Iran China June 26, 2012 Yes CNPC Global Capital Limited Sudan & Iran China December 15, 2020 Yes CNPC HK Overseas Capital Ltd Sudan & Iran China June 16, 2011 Yes COSL Finance (BVI) Limited Iran China September 24, 2013 Yes COSL Singapore Capital Ltd Iran Singapore December 4, 2018 Yes Daqing Huake Group Co Ltd Sudan China March 25, 2008 Yes Deep Development 2025 Ltd Sudan & Iran China December 17, 2025 Yes Egypt Kuwait Holding Co. SAE Sudan Kuwait January 13, 2009 Yes Engineers India Limited Iran India September 24, 2024 Yes FACC AG Sudan Austria June 4, 2019 Yes Gazprom Iran Russia September 19, 2007 Yes Gazprom Neft Iran Russia September 16, 2008 Yes Gazprom Promgaz Iran Russia June 4, 2019 Yes GPN Capital SA Iran Luxembourg June 4, 2019 Yes Harbin Electric Co. Ltd. Sudan China September 19, 2007 Yes Hindustan Petroleum Corporation Ltd Sudan & Iran India June 13, 2018 Yes Indian Oil Corp Ltd (IOCL) Sudan & Iran India September 19, 2007 Yes IndOil Global BV Sudan & Iran India September 24, 2024 Yes Jiangxi Hongdu Aviation Sudan China September 19, 2007 Yes Kimanis Power Sdn Bhd Sudan Malaysia September 24, 2024 Yes KLCC Property Holdings Bhd Sudan Malaysia April 14, 2009 Yes Kunlun Energy Company Ltd. Sudan & Iran Hong Kong September 19, 2007 Yes December 17, 2025 Page 4 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment Lanka IOC Ltd Sudan India September 19, 2007 Yes Managem SA Sudan Morocco November 9, 2010 Yes Mangalore Refinery & Petrochemicals Ltd Sudan & Iran India September 19, 2007 Yes Malaysia Marine & Heavy Engineering Holdings Bhd Sudan Malaysia March 18, 2014 Yes MISC Bhd Sudan Malaysia September 19, 2007 Yes Moscow Integrated Power Co PJSC Iran Russia September 24, 2024 Yes Mosenergo Iran Russia September 16, 2008 Yes Norinco International Cooperation Ltd Iran China September 24, 2024 Yes Offshore Oil Engineering Co Iran China December 17, 2024 Yes OGK-2 PJSC Iran Russia September 24, 2024 Yes Oil India Ltd Sudan India September 18, 2012 Yes Oil & Natural Gas Corp (ONGC) Sudan & Iran India September 19, 2007 Yes ONGC Videsh Limited (OVL) Sudan & Iran India March 18, 2014 Yes Pengerang LNG Two Sdn Bhd Sudan Malaysia September 24, 2024 Yes Perseus Mining Ltd Sudan Australia August 23, 2022 Yes PetroChina Sudan & Iran China September 19, 2007 Yes Petroliam Nasional (Petronas) Sudan Malaysia September 19, 2007 Yes Petronas Capital Limited Sudan Malaysia September 19, 2007 Yes Petronas Chemicals Group Bhd Sudan Malaysia June 16, 2011 Yes Petronas Chemicals Derivatives Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Chemicals Glycols Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Chemicals Olefins Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Dagangan Bhd Sudan Malaysia September 19, 2007 Yes Petronas Gas Berhad Sudan Malaysia September 19, 2007 Yes Petronas Global Sukuk Sudan Malaysia August 2, 2016 Yes PowerChina Construction Group Ltd Iran China March 5, 2025 Yes December 17, 2025 Page 5 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment PowerChina Hebei Engineering Corp Ltd Iran China March 5, 2025 Yes PowerChina Sepcol Electric Power Construction Iran China June 10, 2025 Yes Power Construction Corporation of China Ltd Iran China September 24, 2024 Yes Putrajaya Management Sdn Bhd Sudan Malaysia March 18, 2014 Yes Sberbank Russia PJSC Iran Russia September 24, 2024 Subject to U.S. freeze Sinopec Capital 2013 Ltd Sudan & Iran China September 24, 2013 Yes Sinopec Century Bright Capital Investment Ltd Sudan & Iran China December 3, 2019 Yes Sinopec Engineering Group Co Ltd Sudan & Iran China March 18, 2014 Yes Sinopec Group Overseas Development 2018 Ltd Sudan & Iran China December 15, 2020 Yes Sinopec Group Overseas Development 2017 Ltd Sudan & Iran China September 11, 2019 Yes Sinopec Group Overseas Development 2016 Ltd Sudan & Iran China August 2, 2016 Yes Sinopec Group Overseas Development 2015 Ltd Sudan & Iran China December 15, 2020 Yes Sinopec Group Overseas Development 2013 Ltd Sudan & Iran China March 18, 2014 Yes Sinopec Kantons Holdings Ltd Sudan & Iran Bermuda September 19, 2007 Yes Sinopec Oilfield Equipment Corporation Sudan & Iran China April 14, 2009 Yes Sinopec Oilfield Service Corp Sudan & Iran China March 25, 2008 Yes Sinopec Shanghai Petrochemical Sudan & Iran China September 19, 2007 Yes Societe Metallurgique D'imiter Sudan Morocco November 9, 2010 Yes Soar Wind Ltd Sudan China March 5, 2025 Yes Territorial Generating Company No 1 Iran Russia June 4, 2019 Yes # of Prohibited Investments 97 - - The following companies were removed from the PFIA Prohibited Investments List this quarter. Removed Company Country of Incorporation No companies removed this quarter. December 17, 2025 Page 6 MANAGEMENT SERVICES Menu Home / Business Operations / State Purchasing / State Agency Resources / Vendor Rye istration and Vendor Lists / Convicted Vendor List Convicted Vendor List The Department of Management Services maintains a "list of the names and addresses of those who have been disqualified from the public contracting and purchasing process" under section 287.133, Florida Statutes. There are currently no vendors on this list. State Purchasing Chief Procurement Officer (CPO) Memoranda Executed Agency ACS Requests State Contracts and Agreements MyFlorida MarketPlace Public Procurement Professional Development Approved Drone Manufacturers State Agency Resources Statewide Travel Management System Vendor Resources State Purchasing Insurance Program .(S P I P) Contact Us State Purchasing Website Feedback Office of Supplier Development .(OSD) Terms and Conditions Privacy Statement Agency Information Open Government DMS Leadership Agency Organization Accessibility Statement Copyright ©2026 Department of Management Services - State of Florida davey resource group X I `.? Q Al Mode All Images Shopping Forums Videos Maps More Tools Al Overview Davey Resource Group (DRG), part of the employee -owned Davey Tree company, provides comprehensive environmental consulting, urban forestry, and ecological restoration services across North America. They specialize in wetland/stream management, endangered species studies, GIS inventorying, and infrastructure planning for government and private clients. Davey Tree+6 Key details about the company include: • Core Services: Show more Davey Tree https://www.davey.com > davey-resource-group Tree & Ecological Services 1 Davey Resource Group Davey Resource Group provides a full range of natural resource and utility consulting services to commercial residential and municipal markets. Amy S. Greene Environmental ... Davey Resource Group is a subsidiary of The Davey Tree ... Riverine Joins Davey ... Davey Resource Group, Inc. (DRG), a subsidiary of The Davey ... More results from davey.com » Davey Tree https://www.davey.com > Environmental Consulting Davey Resource Group Environmental Consulting Service ... We have dedicated environmental consulting offices that provide specialized ecological and urban forestry services to local and regional customers. Read more Things to know Locations What are the locations of The Davey Tree Expert Company? Mission What is the mission of The Davey Tree Expert Company? History What is the history of The Davey Tree Expert Company? Safety Practices What are the safety practices of The Davey Tree Expert Company? Environmental Initiatives What are the environmental initiatives of The Davey Tree Expert Company? People also ask How much does an environmental consultant charge per hour? Who owns Davey Resource Group? How much is Davey Tree stock worth? What kind of training does Davey offer? QZipRecruiter https://www.ziprecruiter.com > Jobs > --in-Florida Davey Resource Group Jobs in Florida (NOW HIRING) v v v v v v v v Feedback Davey Resource Group typically works on a variety of projects in urban forestry, ecological restoration, environmental consulting, and ... Read more Davey Tree https://www.davey.com > environmental-consulting-ser... Environmental Consulting Services I Davey Resource Group We offer a wide and growing variety of consulting services, including: wetlands and stream studies, environmental design and ecosystem restoration. Read more ion Linkedln • Davey Resource Group, Inc. 14.2K+ followers Davey Resource Group, Inc. Davey Resource Group, Inc. Business Consulting and Services. Kent, Ohio 14,177 followers. Solutions through innovation and expertise. See jobs Follow. Read more Davey Tree https://www.davey.com > Environmental Consulting Urban & Community Forestry Services DRG's urban forestry experts create a customized approach for every client - from urban parks, street trees, public gardens, nature preserves and more. Read more YouTube • The Davey Tree Expert Company 2.6K+ views • 4 years ago Davey Resource Group Utility Asset Management services 0 Davey Resource Group helps utility companies such as your local power company manage their assets in a much more efficient manner. 6 key moments in this video Wikipedia https://en.wikipedia.org > wiki > Davey_Tree_Expert_C... Davey Tree Expert Company The company's main services are research -driven tree services, grounds maintenance and environmental consulting services for residential, utility, and ... Read more Indeed https://www.indeed.com > ... > Davey Resource Group All Davey Resource Group office locations Davey Resource Group locations by city • Albany, NY • Alpharetta, GA • Atascadero, CA • Atlanta, GA • Bakersfield, CA • Bethel, OH • Brooklyn, NY • Central, TX. Read more People also search for Davey Resource Group Lineman Davey Resource Group headquarters Davey Resource Group jobs Davey Resource Group locations Davey Resource Group phone Davey Resource Group reviews number Davey Resource Group address Q Davey Resource Group near me 1 2 3 4 5 6 7 8 9 10 Next Results are personalized - Try without personalization 33130, Miami, FL - Based on your places (Work) - Update location Help Send feedback Privacy Terms DIVISION OF CORF' lr rif r J r ,r�1 eyf trD rrl an official 21aat t {lu■/slaa su bsli Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Foreign Profit Corporation DAVEY RESOURCE GROUP, INC. Filing Information Document Number F20000002830 FEI/EIN Number 82-1948528 Date Filed 06/24/2020 State DE Status ACTIVE Principal Address 295 S WATER STREET #300 KENT, OH 44240 Mailing Address 295 S WATER STREET #300 KENT, OH 44240 Registered Agent Name & Address CT CORPORATION SYSTEM 1200 SOUTH PINE ISLAND ROAD PLANTATION, FL 33324 Officer/Director Detail Name & Address Title Chairman COVEY, PATRICK M 295 S WATER ST #300 KENT, OH 44240 Title Director PAUL, JOSEPH R 295 S WATER ST #300 KENT, OH 44240 Title Director REPENNING, BRENT R 295 S WATER ST #300 KENT, OH 44240 Title VP, General Manager MCCABE, JOHN J, III 295 S WATER ST #300 KENT, OH 44240 Title VP, General Manager CARLIN, SCOTT R 295 S WATER ST #300 KENT, OH 44240 Title VP, Controller SEARS, THEA R 295 S WATER STREET #300 KENT, OH 44240 Title VP, Treasurer BAST, CHRISTOPHER J 295 S WATER STREET #300 KENT, OH 44240 Title General Counsel, Secretary SCHOENBERGER, ERIKA J 295 S WATER STREET #300 KENT, OH 44240 Title VP JAMES, ZWACK A 295 S WATER STREET #300 KENT, OH 44240 Title VP Chromey, Brian M 295 S WATER STREET #300 KENT, OH 44240 Title VP MASCIA, T.J. 295 S WATER STREET #300 KENT, OH 44240 Title Assistant Controller Schreckengost, Vicki L 295 S WATER STREET #300 KENT, OH 44240 Title Assistant Secretary Lewis, Robert S 295 S WATER STREET #300 KENT, OH 44240 Annual Reports Report Year Filed Date 2024 02/19/2024 2025 02/13/2025 2026 01/06/2026 Document Images 01 /06/2026 -- ANNUAL REPORT 02/13/2025 -- ANNUAL REPORT 02/19/2024 -- ANNUAL REPORT 02/22/2023 -- ANNUAL REPORT 02/24/2022 -- ANNUAL REPORT 02/23/2021 -- ANNUAL REPORT 06/24/2020 -- Foreign Profit View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format Florida Department of State, Division of Corporations Debarred Contractors List (Updated: May 2025) MIAMWADE # Debarred Entity and/or Individuals (abc order) Address Initiating Dept and Contact Person Cause of Debarment Effect of Debarment Length of Debarment Contractor's Certificate of Competency or License Number; or Qualifier, when applicable 1 Aaron Construction Group, Inc. 10820 NW 138 St. Bay C-1 Hialeah Gardens, FL 33018 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 9/12/19 - 9/12/29 n/a 2 Diego Alejandro Estepa Vazquez (Individual, former officer of Aaron Construction Group, Inc.) 10820 NW 138 St. Bay C-1 Hialeah Gardens, FL 33018 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 9/12/19 - Indefinite n/a 3 Javier Estepa (Individual, former officer of Aaron Construction Group, Inc.) 10820 NW 138 St. Bay C-1 Hialeah Gardens, FL 33018 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 9/12/19 - Indefinite n/a 4 ABC Construction Inc 7280 NW 8th St, Miami, FL 33126 State Attorney's Office (State Attorney, 305-547-0100) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 11/2/2022 - 11/2/2027 n/a 5 Jorge Gonzalez (individual, former owner/president of ABC Construction Inc) 7280 NW 8th St, Miami, FL 33126 State Attorney's Office (State Attorney, 305-547-0100) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 11/2/2022 - 11/2/2027 n/a 6 Another Garage Gate, Inc. 3771 NW 51 ST UNIT A, Miami, FL 33142 State Attorney's Office (State Attorney, 305-547-0100) The debarment is a condition of an Order of Probation. As such, he should be ineligible for any new work from any County Department. Excluded from Contracting w/Miami-Dade County for a five (5) year period 08/30/2023 - 08/30/2028 n/a 7 Raudel Diaz (Individual, princiapl of Another Garage Gate, Inc.) 3771 NW 51 ST UNIT A, Miami, FL 33142 State Attorney's Office (State Attorney, 305-547-0100) The debarment is a condition of an Order of Probation. As such, he should be ineligible for any new work from any County Department. Excluded from Contracting w/Miami-Dade County for a five (5) year period 08/30/2023 - 08/30/2028 n/a 8 Association of Community Organizations for Reform Now (ACORN) 2609 Canal St, 4th floor New Orleans, LA 70119 U.S. Congress (Office of Management & Budget, 202- 395-3080) Section 163 of the Continuing Appropriations Resolution, 2010, Division B of Public Law #111-68 Excluded from Contracting w/ Miami -Dade County Indefinitely. 10/07/2009 - Indefinite n/a 9 Biscayne Housing Group, LLC 25 Se 2nd Ave, Miami, FL, 33131-1508 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021 - 1/5/2031 n/a 10 Michael Cox (individual, former partner of Biscayne Housing Group, LLC) 828 NW 9th Ave Miami, Fl 33136 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021- 1/5/2031 n/a 11 BJK Construction Services, Inc 970 W McNab Rd # 210, Fort Lauderdale, FL 33309 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 7/8/2021- 7/8/2031 n/a This report is maintained by Strategic Procurement Department (SPD). Please note: this list is only updated when an entity or indMdual is added or removed. For any questions, please contact Michou Jean, at (305) 375-3161. 1 Debarred Contractors List (Updated: May 2025) M IAM I•DADE H 12 Debarred Entity and/or Individuals (abc order) Address Initiating Dept and Contact Person Cause of Debarment Effect of Debarment Length of Debarment Contractor's Certificate of Competency or License Number; or Qualifier, when applicable Michael Runyan (individual, owner of BJK Construction Services, Inc) 4411 Ne 30 Ave, Lighthouse Point, FL 33064 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 7/8/2021- 7/8/2031 n/a 13 Carlisle Development Group 2950 SW 27th AveSte 200 Miami, Fl 33133 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021- 1/5/2031 n/a 14 Lloyd Boggio (individual, former partner of Carlisle Development Group) 3316 Devon CT, Miami, FI 33133 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021- 1/5/2031 n/a 15 Matthew Greer (individual, former partner of Carlisle Development Group) 240 Ari Way Miami Beach, FI 33141 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021- 1/5/2031 n/a 16 Design Management and Builders Corporation 5514 NW 72ND AVE, Miami, Florida, 33166 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 9/22/2021-9/22/2031 n/a 17 Arturo P. Hevia (individual, owner of Design Management and Builders Corporation) 2411 SW 83 COURT Miami, FL 33155 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 9/22/2021-9/22/2031 n/a 18 Ecological Paper Recycling, Inc. 2350 NW 149th Street Opa Locker, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a 19 Jose Flores (indvidual, former officer of Ecological Paper Recycling, Inc.) 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a 20 Manuela Flores (individual, former officer of Ecological Paper Recycling, Inc.) 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a 21 William Hernandez (individual, former officer of Ecological Paper Recycling,Inc.) 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a 22 Global Electrical & Lighting Supplies, Inc. 13751 SW 143rd Ct SUITE 101, MIAMI, FL 33186 Internal Services Department (ISD Director, 30S-37S-113S) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/18/2018 - 1/18/2028 n/a 23 Rolando Perez (individual, former officer of Global Electrical & Lighting Supplies, Inc.) 13752 SW 143rd CT, SUITE 101, MIAMI, FL 33186 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/18/2018 - 1/18/2028 n/a This report is maintained by Strategic Procurement Department (SPD). Please note: this list is only updated when an entity or indMdual is added or removed. For any questions, please contact Michou Jean, at (305) 375-3161. 2 Debarred Contractors List (Updated: May 2025) M IAM I•DADE # Debarred Entity and/or Individuals (abc order) Address Initiating Dept and Contact Person Cause of Debarment Effect of Debarment Length of Debarment Contractor's Certificate of Competency or License Number; or Qualifier, when applicable 24 Vivian Perez (individual, former officer of Global Electrical & Lighing Supplies, Inc.) 13753 SW 143rd CT, SUITE 101, MIAMI, FL 33186 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/18/2018 - 1/18/2028 n/a 25 Hialeah Transport, LLC 2965 E. llth Avenue Hialeah, FL 33013 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 12/21/2015 - Indefinite n/a 26 Amancio Alonso (individual, former officer of Hialeah Transport LLC) 2965 E. llth Avenue Hialeah, FL 33013 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 12/21/2015 - Indefinite n/a 27 Jose Barroso (indvidual, former officer of E&C Electrical Service, Inc.) 1625 NE 104th St Miami Shores, FL 33138 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 1/18/2018 - 1/18/2028 n/a 28 Roy J. Bustillo (individual, former officer of Municipal Lighting Systems Group, Inc.) 7035 SW 47th St A Miami, FL 33155 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 1/18/2018 - 1/18/2028 n/a 29 Jorge De La Noval (individual, owner and operator of The Ultimate Electrician) 13701 SW 88TH ST STE 222 MIAMI, FL 33186 Miami Dade County Office of Inspector General, 305-375- 1946 Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 8/26/2021- 8/26/2026 n/a 30 Siltek Affordable Housing, LLC. 5800 SW 178th Ave, Southwest Ranches, FL 33331 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-39 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 6/20/2024 - 6/19/2034 n/a 31 Rene Antonio Sierra (individual, former officer of Siltek Affordable Housing LLC.) 481 Ranch Road Weston, Florida 33325 Public Housing and Community Development Department (PHCD Director, (786) 469- 41061 Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a nine (9) year period 11/30/2019 - 11/29/2028 n/a This report is maintained by Strategic Procurement Department (SPD). Please note: this list is only updated when an entity or indMdual is added or removed. For any questions, please contact Michou Jean, at (305) 375-3161. 3 MANAGEMENT SERVICES Menu Home / Business Operations / State Purchasing / State Agency Resources / Vendor Rye istration and Vendor Lists / Suspended Vendor List Suspended Vendor List The Department of Management Services maintains a list of vendors that have been removed from the Vendor List pursuant to section 287.1351, Florida Statutes. Building Maintenance of America, LLC d/b/a Florida Building Maintenance 333 North Falkenburg Road #A117 Tampa, FL 33619 DMS 07/02/14 Notice of Default - Building Maintenance of America, LLC d/b/a Florida Building Maintenance [ 575.81 KB ] Club Tex, Inc. 2025 Broadway, Suite #15G New York, NY 10023 DOC 01/24/19 Notice of Default - Club Tex, Inc. [III 111.75 KB ] Correctional Consultants, LLC P.O. Box 515 Chattahoochee, FL 32324 DOC 12/10/19 Notice of Default - Correctional Consultants, LLC [ - 85.95 KB ] iColor Printing and Mailing, Inc. 22873 Lockness Avenue Torrance, CA 90501 DEP 02/20/12 Notice of Default - iColor Printing and Mailing, Inc. [ - 320.17 KB ] Visual Image Design Firm, LLC 6845 Narcoossee Road, Suite 59 Orlando, FL 32822 DOH 06/25/15 Notice of Default - Visual Image Design Firm, LLC [ - 1.78MB] Updated 12/10/19 State Purchasing Chief Procurement Officer (CPO) Memoranda Executed Agency ACS Requests State Contracts and Agreements MyFlorida MarketPlace Public Procurement Professional Development Approved Drone Manufacturers State Agency Resources Statewide Travel Management System Vendor Resources State Purchasing Insurance Program .(S P I P) Contact Us State Purchasing Website Feedback Office of Supplier Development .(OSD) Document reader download links: Adobe PDF Reader DMS Leadership Agency Organization Copyright ©2026 Department of Management Services - State of Florida CITY OF MIAMI AMENDMENT NO. 1 TO CONTRACT NO. 24-25-019 BETWEEN THE CITY OF MIAMI AND DAVEY RESOURCE GROUP, INC. This Amendment No. 1 ("Amendment") to the Professional Services Agreement ("Agreement") dated April 28, 2025, between the City of Miami, a Florida municipal corporation ("City"), and Davey Resource Group, Inc., an Ohio corporation authorized to conduct business in Florida ("DRG"), is entered into this 20th day of March , 2026 (the "Effective Date"). The Agreement is hereby amended as follows: RECITALS WHEREAS, pursuant to Resolution No. 25-0058, the City entered into the Agreement with DRG to provide urban forestry software and management services by way of the TreeKeeper urban forestry solution ("TreeKeeper") for the City's Department of Resilience and Public Works ("RPW"); and WHEREAS, it has been determined that a Tree Canopy Assessment Service which encompasses a planting site layer and a historical canopy analysis is needed to allow the City to fully utilize all tools within TreeKeeper; and WHEREAS, to maximize TreeKeepers' functionality, RPW has requested services related to the integration of TreeKeeper with OpenGov and Esri, two services the City currently utilizes for asset management, mapping, and spatial analytics; and WHEREAS, TreeKeeper can provide the above services for an additional fee approved by RPW, attached as Exhibit "A" to this Amendment; NOW THEREFORE, in consideration of the foregoing, the parties hereby amend the Agreement as follows: The Exhibit "A," Additional Services, attached herein, is incorporated by reference and added to the Agreement's original scope of work deliverables. Section 17., Notices, of the Agreement is hereby deleted and replaced with the following: James Reyes City Manager 444 SW 2nd Avenue, 10th Floor Miami, FL 33130-1910 1 All other provisions of the Agreement remain in full force and effect. IN WITNESS WHEREOF, the parties have executed this Amendment as of the day and year first above written. ATTEST: By: 21QD_Arr4kr(1/Y4 Name: i6 ti.lr} FYC- 4X__ Title: Notary Public \ttltYllllll!(�� \rl If/�C''� EILEEN FRANK NOTARY PUBLIC STATE OF OHIO 11/1' 41114tO\ ATTEST: By: cDocuSigned by F46D7550DCF1459. Comm. Expires 07-25-2026 Signed by: Todd B. Hannon \ "DRG" DAVEY RESOURCE GROUP, INC., an Ohio corporation authorized to conduct business in Florida By: Name: Jim Zwack Title: VP&GM, DRG Environmental Consulting "City" CITY OF MIAMI, a Florida municipal corporation CSignetl by: By:A 41. James Reyes City Clerk City Manager APPROVED AS TO LEGAL FORM AND APPROVED AS TO INSURANCE CORRECTNESS: FDS By, �DocuSignetl by: r Ge orb Risay.1 III Geroge K. Wysong, III 25-3858 City Attorney Risk Management REQUIREMENTS: By: 5OocuSigned by 19 59495F15450 David Ruiz, Interim Director 2 CORPORATE RESOLUTION (This Resolution needs to authorize the signatory to sign.) WHEREAS, Davey Resource Group, Inc., a for -profit corporation authorized to conduct business in Florida ("DRG" or "Contractor"), desires to enter into an agreement with the City of Miami, a Florida municipal corporation ("City"), for the purpose of performing the work described in the Agreement to which this resolution is attached; and WHEREAS, the Board of Directors at a duly held corporate meeting has considered the matter in accordance with the bylaws of the corporation; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS that this corporation is authorized to enter into the Agreement with the City, and the (Insert Title), Davey Resource Group, Inc. , and the (Inset title), VP& GM, DRG Environmental , are hereby authorized slt and directed to execute the Agreement in the name uo�his corporation and to execute any other document and perform any acts in connection therewith as may be required to accomplish its purpose. IN WITNESS WHEREOF, this 19th day of March 2025. Davey Resource Group, Inc. An Ohio Corpg.rati�n By: (Sign) Print Name: Jim Zwack Title: VP & GM, DRG Environmental Consulting Attest/Notarize: ,2utox2A1. (Sign — Attest/Notarize) Print Name: r r(; ..0 Administrative Assistant/Notary eileen.frank@davey.com \\\i\ IIIlliii,, \`� �. °'4c\tI 1l/l9�'F, EILEEN FRANK � ; NOTARY PUBLIC _ =STATE OF OHIO _ Comm. Expires ? • ,\ ' 07 25 2026 d' CERTIFIED COPY OF RESOLUTIONS The following is a Certified Copy of Resolutions adopted by the Board of Directors of Davey Resource Group, Inc. on August 28, 2024: RESOLVED, That the Vice President and General Manager, DRG Utility Vegetation Management Vice President and General Manager, Asset Management Services Vice President and General Manager, DRG Environmental Consulting and WSSI Vice President Vice President, Davey Mitigation Vice President and Controller Vice President and Treasurer General Counsel and Secretary be and each of them hereby is authorized, for and in the name of this Company, to make proposals, bids, contracts and reports, and to execute other appropriate documents, all as they relate to the furnishing by this Company of services, goods, supplies, or merchandise, and each such officer is otherwise authorized to take such action on behalf of this Company as in his or her judgment shall be necessary or appropriate to facilitate the business of the Company and fulfill its commitments and obligations to customers, prospects and governmental authorities. RESOLVED, That the following persons will serve as officers until their successors are duly elected: Vice President and General Manager, DRG Utility Vegetation Management John J. McCabe III Vice President and General Manager, Asset Management Services Scott R. Carlin Vice President and General Manager, DRG Environmental Consulting and WSSI James A. Zwack Vice President Brian M. Chromey, P.E. Vice President, Davey Mitigation T.J. Mascia Vice President and Controller Thea R. Sears Vice President and Treasurer Christopher J. Bast General Counsel and Secretary Erika J. Schoenberger The undersigned hereby certifies that she is duly elected Secretary of Davey Resource Group, Inc.; that by unanimous written action by the Board of Directors of said Company, Resolutions of which the foregoing are true and correct copies were duly adopted and are now in full force and effect as shown by the Corporate Records of said Company IN WITNESS WHEREOF, I have hereunto set my hand this STATE OF OHIO COUNTY OF PORTAGE t 3 Sworn to before me this f day of k"---S1 P1�)r■I`�4 ( HEATHER LYNNE MICOZZI Notary Public, State of Ohio *= My Commission Expires: April 22, 2028 18th day of September qtsi Secretary , 2024. ottttl1ttuiii Q V R C F '�i W!" Vim,.-�tCS � 14 :-p= SEAL �_ 41) 2019 �zz�i�, WA'W.. 0'4 d. ANTI -HUMAN TRAFFICKING AFFIDAVIT 1. The undersigned affirms, certifies, attests, and stipulates as follows: a. The entity is a non-govennmental entity authorized to transact business in the State of Florida and in good standing with the Florida Department of State, Division of Corporations. The nongovernmental entity is either executing, renewing, or extending a contract (including, but not limited to, any amendments, as applicable) with the City of Miami ("City") or one of its agencies, authorities, boards, trusts, or other City entity which constitutes a governmental entity as defined in Section 287.138(1), Florida Statutes (2024). b. c. The nongovernmental entity is not in violation of Section 787.06, Florida Statutes (2024), titled "Human Trafficking." The nongovernmental entity does not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes (2024), attached and incorporated herein as Exhibit Affidavit- 1. 2. Under penalties of perjury, 1 declare the following: a. I have read and understand the foregoing Anti -Human Trafficking Affidavit and that the facts, statements and representations provided in Section 1 are true and correct. b. I am an officer or a representative of the nongovernmental entity authorized to execute this Anti - Human Trafficking Affidavit. Nongovernmental Entity: Davey Resource Group, Inc. Name: Jim Zwack Officer Title: VP & GM, DRG Environmental Consulting Signature of Officer: Office Address: 295 S. Water Street, Suite 300 Email Address: james.zwackOdavey.com FEINNo. 8/2- i/9/4/8/5/2/8 STATE OF OHIO COUNTY OF PORTAGE Main Phone Number: 800 828 8312 The foregoing instrument was sworn to and subscribed before me by means of 1711 physical presence or O online notarization, this 4th day of March by Jim Zwack , as the authorized officer or representative for the nongovernmental entity.. H�/r5 Rlrp G�/a11y known to me or has produced as identification. � �k1fN146 EAE)ILEEN FRANK ��. : NOTARY PUBLIC __ - _ = STATE O F O H I O Signature of Person Taking Oath = Comm. Expires c,\\ . Q�'1\'lr(s ia_ §� '•Q 5_2 (Printed, Typed, or Stamped Name of Notary Public) /i,i,'/ E'O Fl"``�‘\ EXHIBIT AFFIDAVIT-1 SECTION 787.06, FLORIDA STATUTES (2024) Select Year: 2024 v The 2024 Florida Statutes Go Title Chapter 787 View Entire XLVI KIDNAPPING; CUSTODY OFFENSES; HUMAN TRAFFICKING; AND RELATED Chapter CRIMES OFFENSES 787.06 Human trafficking.— (1)(a) The Legislature finds that human trafficking is a form of modern-day slavery. Victims of human trafficking are young children, teenagers, and adults. Thousands of victims are trafficked annually across international borders worldwide. Many of these victims are trafficked into this state. Victims of human trafficking also include citizens of the United States and those persons trafficked domestically within the borders of the United States. The Legislature finds that victims of human trafficking are subjected to force, fraud, or coercion for the purpose of sexual exploitation or forced labor. (b) The Legislature finds that while many victims of human trafficking are forced to work in prostitution or the sexual entertainment industry, trafficking also occurs in forms of labor exploitation, such as domestic servitude, restaurant work, janitorial work, sweatshop factory work, and migrant agricultural work. (c) The Legislature finds that traffickers use various techniques to instill fear in victims and to keep them enslaved. Some traffickers keep their victims under lock and key. However, the most frequently used practices are less obvious techniques that include isolating victims from the public and family members; confiscating passports, visas, or other identification documents; using or threatening to use violence toward victims or their families; telling victims that they will be imprisoned or deported for immigration violations if they contact authorities; and controlling the victims' funds by holding the money ostensibly for safekeeping. (d) It is the intent of the Legislature that the perpetrators of human trafficking be penalized for their illegal conduct and that the victims of trafficking be protected and assisted by this state and its agencies. In furtherance of this policy, it is the intent of the Legislature that the state Supreme Court, The Florida Bar, and relevant state agencies prepare and implement training programs in order that judges, attorneys, law enforcement personnel, investigators, and others are able to identify traffickers and victims of human trafficking and direct victims to appropriate agencies for assistance. It is the intent of the Legislature that the Department of Children and Families and other state agencies cooperate with other state and federal agencies to ensure that victims of human trafficking can access social services and benefits to alleviate their plight. (2) As used in this section, the term: (a) "Coercion" means: 1. Using or threatening to use physical force against any person; 2. Restraining, isolating, or confining or threatening to restrain, isolate, or confine any person without lawful authority and against her or his will; 3. Using lending or other credit methods to establish a debt by any person when labor or services are pledged as a security for the debt, if the value of the labor or services as reasonably assessed is not applied toward the liquidation of the debt, the length and nature of the labor or services are not respectively limited and defined; 4. Destroying, concealing, removing, confiscating, withholding, or possessing any actual or purported passport, visa, or other immigration document, or any other actual or purported government identification document, of any person; 5. Causing or threatening to cause financial harm to any person; 6. Enticing or luring any person by fraud or deceit; or 7. Providing a controlled substance as outlined in Schedule I or Schedule II of s. 893.03 to any person for the purpose of exploitation of that person. (b) "Commercial sexual activity" means any violation of chapter 796 or an attempt to commit any such offense, and includes sexually explicit performances and the production of pornography. (c) "Financial harm" includes extortionate extension of credit, loan sharking as defined in s. 687.071, or employment contracts that violate the statute of frauds as provided in s. 725.01. (d) "Human trafficking" means transporting, soliciting, recruiting, harboring, providing, enticing, maintaining, purchasing, patronizing, procuring, or obtaining another person for the purpose of exploitation of that person. (e) "Labor" means work of economic or financial value. (f) "Maintain" means, in relation to labor or services, to secure or make possible continued performance thereof, regardless of any initial agreement on the part of the victim to perform such type service. (g) "Obtain" means, in relation to labor, commercial sexual activity, or services, to receive, take possession of, or take custody of another person or secure performance thereof. (h) "Services" means any act committed at the behest of, under the supervision of, or for the benefit of another. The term includes, but is not limited to, forced marriage, servitude, or the removal of organs. (i) "Sexually explicit performance" means an act or show, whether public or private, that is live, photographed, recorded, or videotaped and intended to arouse or satisfy the sexual desires or appeal to the prurient interest. (j) "Unauthorized alien" means an alien who is not authorized under federal law to be employed in the United States, as provided in 8 U.S.C. s. 1324a(h)(3). The term shall be interpreted consistently with that section and any applicable federal rules or regulations. (k) "Venture" means any group of two or more individuals associated in fact, whether or not a legal entity. (3) Any person who knowingly, or in reckless disregard of the facts, engages in human trafficking, or attempts to engage in human trafficking, or benefits financially by receiving anything of value from participation in a venture that has subjected a person to human trafficking: (a)1. For labor or services of any child younger than 18 years of age or an adult believed by the person to be a child younger than 18 years of age commits a felony of the first degree, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. 2. Using coercion for labor or services of an adult commits a felony of the first degree, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. (b) Using coercion for commercial sexual activity of an adult commits a felony of the first degree, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. (c)1. For labor or services of any child younger than 18 years of age or an adult believed by the person to be a child younger than 18 years of age who is an unauthorized alien commits a felony of the first degree, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. 2. Using coercion for labor or services of an adult who is an unauthorized alien commits a felony of the first degree, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. (d) Using coercion for commercial sexual activity of an adult who is an unauthorized alien commits a felony of the first degree, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. (e)1. For labor or services who does so by the transfer or transport of any child younger than 18 years of age or an adult believed by the person to be a child younger than 18 years of age from outside this state to within this state commits a felony of the first degree, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. 2. Using coercion for labor or services who does so by the transfer or transport of an adult from outside this state to within this state commits a felony of the first degree, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. (f)1. For commercial sexual activity who does so by the transfer or transport of any child younger than 18 years of age or an adult believed by the person to be a child younger than 18 years of age from outside this state to within this state commits a felony of the first degree, punishable by imprisonment for a term of years not exceeding life, or as provided in s. 775.082, s. 775.083, or s. 775.084. 2. Using coercion for commercial sexual activity who does so by the transfer or transport of an adult from outside this state to within this state commits a felony of the first degree, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. (g) For commercial sexual activity in which any child younger than 18 years of age or an adult believed by the person to be a child younger than 18 years of age, or in which any person who is mentally defective or mentally incapacitated as those terms are defined in s. 794.011(1), is involved commits a life felony, punishable as provided in s. 775.082(3)(a)6., s. 775.083, or s. 775.084. For each instance of human trafficking of any individual under this subsection, a separate crime is committed and a separate punishment is authorized. (4)(a) Any parent, legal guardian, or other person having custody or control of a minor who sells or otherwise transfers custody or control of such minor, or offers to sell or otherwise transfer custody of such minor, with knowledge or in reckless disregard of the fact that, as a consequence of the sale or transfer, the minor will be subject to human trafficking commits a life felony, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. (b) Any person who, for the purpose of committing or facilitating an offense under this section, permanently brands, or directs to be branded, a victim of an offense under this section commits a second degree felony, punishable as provided in s. 775.082, s. 775.083, or s. 775.084. For purposes of this subsection, the term "permanently branded" means a mark on the individual's body that, if it can be removed or repaired at all, can only be removed or repaired by surgical means, laser treatment, or other medical procedure. (5) The Criminal Justice Standards and Training Commission shall establish standards for basic and advanced training programs for law enforcement officers in the subjects of investigating and preventing human trafficking crimes. Every basic skills course required for law enforcement officers to obtain initial certification must include training on human trafficking crime prevention and investigation. (6) Each state attorney shall develop standards of instruction for prosecutors to receive training on the investigation and prosecution of human trafficking crimes and shall provide for periodic and timely instruction. (7) Any real property or personal property that was used, attempted to be used, or intended to be used in violation of this section may be seized and shall be forfeited as provided by the Florida Contraband Forfeiture Act. After satisfying any liens on the property, the remaining proceeds from the sale of any property seized under this section and owned by a defendant convicted of a violation of this section must first be allocated to pay any order of restitution of a human trafficking victim in the criminal case for which the owner was convicted. If there are multiple human trafficking victims in the criminal case, the remaining proceeds must be allocated equally among the victims to pay restitution. If the proceeds are sufficient to pay any such order of restitution, any remaining proceeds must be disbursed as required by s. 932.7055(5)-(9). (8) The degree of an offense shall be reclassified as follows if a person causes great bodily harm, permanent disability, or permanent disfigurement to another person during the commission of an offense under this section: (a) A felony of the second degree shall be reclassified as a felony of the first degree. (b) A felony of the first degree shall be reclassified as a life felony. (9) In a prosecution under this section, the defendant's ignorance of the victim's age, the victim's misrepresentation of his or her age, or the defendant's bona fide belief of the victim's age cannot be raised as a defense. (10)(a) Information about the location of a residential facility offering services for adult victims of human trafficking involving commercial sexual activity, which is held by an agency, as defined in s. 119.011, is confidential and exempt from s. 119.07(1) and s. 24(a), Art. I of the State Constitution. This exemption applies to such confidential and exempt information held by an agency before, on, or after the effective date of the exemption. (b) Information about the location of a residential facility offering services for adult victims of human trafficking involving commercial sexual activity may be provided to an agency, as defined in s. 119.011, as necessary to maintain health and safety standards and to address emergency situations in the residential facility. (c) The exemptions from s. 119.07(1) and s. 24(a), Art. I of the State Constitution provided in this subsection do not apply to facilities licensed by the Agency for Health Care Administration. (11) A victim's lack of chastity or the willingness or consent of a victim is not a defense to prosecution under this section if the victim was under 18 years of age at the time of the offense. (12) The Legislature encourages each state attorney to adopt a pro -prosecution policy for human trafficking offenses, as provided in this section. After consulting the victim, or making a good faith attempt to consult the victim, the state attorney shall determine the filing, nonfiling, or diversion of criminal charges even in circumstances when there is no cooperation from a victim or over the objection of the victim, if necessary. (13) When a contract is executed, renewed, or extended between a nongovernmental entity and a governmental entity, the nongovernmental entity must provide the governmental entity with an affidavit signed by an officer or a representative of the nongovernmental entity under penalty of perjury attesting that the nongovernmental entity does not use coercion for labor or services as defined in this section. For purposes of this subsection, the term "governmental entity" has the same meaning as in s. 287.138(1). History.—s. 2, ch. 2004-391; s. 1, ch. 2006-168; s. 5, ch. 2012-97; s. 300, ch. 2014-19; s. 7, ch. 2014-160; s. 96, ch. 2015-2; s. 2, ch. 2015-147; s. 3, ch. 2016-24; s. 25, ch. 2016-105; s. 4, ch. 2016-199; s. 2, ch. 2020-49; s. 2, ch. 2021-189; s. 3, ch. 2023-86; s. 7, ch. 2024- 184. Copyright © 1995-2024 The Florida Legislature • Privacy Statement • Contact Us DAVEY Resource Group 12/16/2025 City of Miami, FL RE: Amendment to Davey Resource Group, Inc Treekeeper (matter 25-161) Dear Abel, Corporate Headquarters 295 South Water Street, Suite 300 Kent, OH 44240 800-828-8312 Jessika Mitchell Software Business Developer 747-208-4466 This quote outlines supplementary deliverables, including products and work, to be provided by the Davey Resource Group, Inc. (DRG) to the City of Miami, FL (Client). Following the initial project kickoff and subsequent exploratory discussions, DRG and the Client have determined that additional funding is required to complete the necessary prerequisites for the project as currently defined. This document details the extra services DRG will provide to the Client to accomplish tasks 1 through 3. DRG and the Client project managers will be the primary point of contact for all critical project related communication. This will ensure frequent communication so that both parties are informed of project progress, challenges, and any resultant changes in requirements or schedules. Changes should be noted in writing to both the Client and DRG representative with documentation of the need for a change. Changes to either the Client representative or the DRG representative should also be noted in writing. DRG Project Manager: Justin Stratton Client Project Manager: Abel Rivas 800-828-8312 ext. 8043 305-416-1754 justin.stratton@davey.com arivas@miamigov.com 1 DAVEY Resource Group Corporate Headquarters 295 South Water Street, Suite 300 Kent, OH 44240 800-828-8312 Jessika Mitchell Software Business Developer 747-208-4466 ESRI, Cartegraph/OpenGov and TreeKeeper 8 Integration Services Customers who are utilizing Cartegraph/OpenGov in order to manage city wide assets as well as TreeKeeper 8 (TK8) to manage their urban forest are able to make use of both applications in order to draw upon the strengths of each. Cartegraph!OpenGov & TreeKeeper 8 Integration OpenGoOr Street Centerines Parcels Tree Assets ■ ■ 410 esri Feature Service Street Centerlines • 'I'RF.FKRF.P R Parcels Street Centerines Tasks Service Requests ■ ■ Tree Layer Parcels Optional (Handled by Davey ORCarlegraph) Optional (Handled by Davey OR Cartegraph) Tree Sites Work Records Service Request Key Points 1. ESRI's feature service acts as the middleware between Cartegraph & TK8 for the purposes of keeping the Tree Site asset data up-to-date. Changes in each platform are pushed to ESRI Feature Service and then consumed by the other software system. This requires the purchase of an ESRI Feature Service integration with TK8. 2. Cartegraph Tasks are mapped to TK8 Work Records and associated with the appropriate tree asset. Cartegraph has developed integrations into TK8 using DRG's REST API endpoints. Additional contracts may be required with Cartegraph in order to bring these integrations online. Additional support contracts with DRG will be necessary to aid the Cartegraph/OpenGov technical experts with this integration. 3. Service Requests can also be loaded into TreeKeeper 8 from Cartegraph/OpenGov. We advise a dedicated layer in TK8 (ideally the shared Parcel layer via ESRI's feature service) for these service requests to be loaded into TK8. This allows TK8 workflows to address the service request (via "investigate task") and create a specific followup work against the appropriate trees. a. Service requests are generally associated with addresses, and with a robust tree inventory there may be several trees associated with the address 2 DAVEY Resource Group Corporate Headquarters 295 South Water Street, Suite 300 Kent, OH 44240 800-828-8312 Jessika Mitchell Software Business Developer 747-208-4466 b. Reconciling the specific tree needing maintenance from the service request is typically handled by a field inspector in responding to the service request. 4. Depending on the existing service level the customer has purchased from Cartegraph/OpenGov, DRG may be able to utilize Cartegraph/OpenGov REST APIs in order to build the integration directly. More discovery meetings will be necessary to confirm this. Tree Canopy Assessment Services To support Miami's TreeKeeper Canopy software, DRG will utilize data provided by the City. After a comprehensive review of current GIS data, DRG is recommending the following services to provide data for the application. These analyses will allow Miami to fully utilize all the tools within TreeKeeper Canopy. 1. Planting Site Layer: DRG will locate the best places to plant trees within the street right-of-way by using social equity, heat island, and stormwater runoff criteria. This assessment will identify planting spaces that will serve as a roadmap for future tree planting while giving the community the most return on investment. This analysis and data serve as a vital part of the TreeKeeper Canopy application. 2. Historical Canopy Change Analysis: DRG recommends conducting a 10-year canopy change assessment for the community to determine gains and losses over time. Tree change metrics will be included for all geographies that are used for the land cover metrics summaries. Additional years can be assessed, but pricing only includes one change assessment. 3 DAVEY Resource Group Additional Funding Requested Corporate Headquarters 295 South Water Street, Suite 300 Kent, OH 44240 800-828-8312 Jessika Mitchell Software Business Developer 747-208-4466 Kindly review the pricing table provided below. To indicate your desired services, please mark the corresponding box in the "Select" column. Description of Service Contract Type Additional Cost Select Task 1: TreeKeeper® Software TBD NEW Bi-Directional ESRI Feature Service Integration of ESRI Trees Layer to TK8, and TK8 changes to ESRI Trees. Firm -Fixed price $8,700 increase TBD NEW One Directional ESRI Feature Service Integration of ESRI Parcels to TK8. Includes broadcasting changes of parent features to related child features (i.e. Parcels -> Trees) TBD NEW One Directional ESRI Feature Service Integration of ESRI Centerlines to TK8. Includes broadcasting changes of parent features to related child features (i.e. Centerlines -> Trees) Task 2: TreeKeeper® Canopy Software TBD NEW Planting Site Layer Firm -Fixed Price $9,100 increase 0 TBD NEW Historical Canopy Change Analysis Firm -Fixed Price 0 Task 3: StoryMap OLM StoryMap Customization Allows for an additional 10 hours of customization, (bringing the total to 20 hrs). Firm -Fixed price $1,000 increase CI REVISED QUOTE: $18,800 DAVEY Resource Group Authorization to Proceed Corporate Headquarters 295 South Water Street, Suite 300 Kent, OH 44240 800-828-8312 Jessika Mitchell Software Business Developer 747-208-4466 The specification of deliverables as set forth in this quote document has been agreed upon and accepted by the following authorized representatives of DRG and the Client. DRG Representative Client Representative l / 12/16/2025 Signature Date Signature Date Jessika Mitchell Printed Name Printed Name Software Business Developer Title Title This quote is valid for 30 days 5 STATE BOARD OF ADMINISTRATION OF FLORIDA 1801 HERMITAGE BOULEVARD, SUITE 100 TALLAHASSEE, FLORIDA 32308 (850) 488-4406 POST OFFICE BOX 13300 32317-3300 Protecting Florida's Investments Act "Scrutinized Companies" Chapter 287.135, Florida Statutes RON DESANTIS GOVERNOR CHAIR BLAISE INGOGLIA CHIEF FINANCIAL OFFICER JAMES UTHMEIER ATTORNEY GENERAL CHRIS SPENCER EXECUTIVE DIRECTOR Chapter 287.135, Florida Statutes was created effective July 1, 2011, and prohibits a company on the Scrutinized Companies with Activities in Sudan List or on the Scrutinized Companies with Activities in the Iran Terrorism Sectors List from bidding on, submitting a proposal for, or entering into or renewing a contract with an agency or local governmental entity for goods or services of $1 million or more. Pursuant to Chapter 215.473, Florida Statutes, the Florida State Board of Administration is charged with maintaining a complete list of scrutinized companies. Scrutinized companies are judged according to whether they meet the following criteria: Sudan: 1. Have a material business relationship with the government of Sudan or a government -created project involving oil related, mineral extraction, or power generation activities, or 2. Have a material business relationship involving the supply of military equipment, or 3. Impart minimal benefit to disadvantaged citizens that are typically located in the geographic periphery of Sudan, or 4. Have been complicit in the genocidal campaign in Darfur. Iran: 1. Have a material business relationship with the government of Iran or a government -created project involving oil related or mineral extraction activities, or the energy, petrochemical, financial, construction, manufacturing, textile, mining, metals, shipping, shipbuilding, or port sectors of Iran, or 2. Have made material investments with the effect of significantly enhancing Iran`s petroleum sector. The SBA is not responsible for compliance with Chapter 287.135, Florida Statutes. The SBA's responsibilities are solely focused on the Protecting Florida's Investments Act and Chapter 215.473 as it relates to the identification of "Scrutinized Companies" that have prohibited business operations in Sudan or Iran. The table on the following pages provides the List of Prohibited Investments (Scrutinized Companies). This list is updated as part of the Protecting Florida's Investments Act (PFIA) and the Global Governance Mandates Quarterly Report, upon review and approval by the Trustees of the State Board of Administration. December 17, 2025 Page 2 Table 7: List of Prohibited Investments (Scrutinized Companies) (New companies are highlighted and in bold.) Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment Aviation Industry Corporation of China (AVIC) Sudan China September 24, 2019 Yes AviChina Industry & Technology Sudan China June 4, 2019 Yes AVIC International Finance Ltd Sudan China September 24, 2019 Yes AVIC International Holdings Ltd (formerly listed as AVIC International) Sudan China June 4, 2019 Yes Bank of Kunlun Co Ltd Sudan & Iran China March 7, 2018 Yes Chennai Petroleum Corp Ltd Sudan India September 19, 2007 Yes China BlueChemical Ltd Iran China March 19, 2013 Yes China Energy Engineering Corporation Sudan China September 30, 2025 Yes China Gezhouba Group Company Ltd Sudan China September 30, 2025 Yes China National Petroleum Corporation (CNPC) Sudan & Iran China December 11, 2012 Yes China Oilfield Services Ltd Iran China June 16, 2011 Yes China Petrochemical Corporation (Sinopec Group) Sudan & Iran China December 3, 2019 Yes China Petroleum & Chemical Corp (CPCC) Sinopec Sudan & Iran China September 19, 2007 Yes China Petroleum Engineering Corp Sudan & Iran China March 7, 2018 Yes China Power Engineering Consulting Group Corp Sudan China December 17, 2025 Yes China Railway Group Limited Iran China September 24, 2024 Yes Cirrus Aircraft Ltd Sudan Cayman Islands September 24, 2024 Yes CNOOC Ltd Iran China June 16, 2011 Yes CNOOC Energy Technology & Services Ltd Iran China June 15, 2021 Yes CNOOC Finance Limited Iran China September 24, 2013 Yes CNOOC Finance (2003) Limited Iran China December 17, 2024 Yes CNOOC Finance (2011) Limited Iran China December 17, 2024 Yes CNOOC Finance (2012) Limited Iran China December 17, 2024 Yes CNOOC Finance (2013) Limited Iran China December 17, 2024 Yes CNOOC Finance (2014) ULC Iran China October 17, 2017 Yes December 17, 2025 Page 3 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment CNOOC Finance (2015) Australia PTY Ltd Iran China December 17, 2024 Yes CNOOC Finance (2015) USA LLC Iran China December 17, 2024 Yes CNPC Capital Company Limited Sudan & Iran China June 14, 2017 Yes CNPC Finance HK Ltd Sudan & Iran China March 26, 2024 Yes CNPC General Capital Ltd Sudan & Iran China June 26, 2012 Yes CNPC Global Capital Limited Sudan & Iran China December 15, 2020 Yes CNPC HK Overseas Capital Ltd Sudan & Iran China June 16, 2011 Yes COSL Finance (BVI) Limited Iran China September 24, 2013 Yes COSL Singapore Capital Ltd Iran Singapore December 4, 2018 Yes Daqing Huake Group Co Ltd Sudan China March 25, 2008 Yes Deep Development 2025 Ltd Sudan & Iran China December 17, 2025 Yes Egypt Kuwait Holding Co. SAE Sudan Kuwait January 13, 2009 Yes Engineers India Limited Iran India September 24, 2024 Yes FACC AG Sudan Austria June 4, 2019 Yes Gazprom Iran Russia September 19, 2007 Yes Gazprom Neft Iran Russia September 16, 2008 Yes Gazprom Promgaz Iran Russia June 4, 2019 Yes GPN Capital SA Iran Luxembourg June 4, 2019 Yes Harbin Electric Co. Ltd. Sudan China September 19, 2007 Yes Hindustan Petroleum Corporation Ltd Sudan & Iran India June 13, 2018 Yes Indian Oil Corp Ltd (IOCL) Sudan & Iran India September 19, 2007 Yes IndOil Global BV Sudan & Iran India September 24, 2024 Yes Jiangxi Hongdu Aviation Sudan China September 19, 2007 Yes Kimanis Power Sdn Bhd Sudan Malaysia September 24, 2024 Yes KLCC Property Holdings Bhd Sudan Malaysia April 14, 2009 Yes Kunlun Energy Company Ltd. Sudan & Iran Hong Kong September 19, 2007 Yes December 17, 2025 Page 4 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment Lanka IOC Ltd Sudan India September 19, 2007 Yes Managem SA Sudan Morocco November 9, 2010 Yes Mangalore Refinery & Petrochemicals Ltd Sudan & Iran India September 19, 2007 Yes Malaysia Marine & Heavy Engineering Holdings Bhd Sudan Malaysia March 18, 2014 Yes MISC Bhd Sudan Malaysia September 19, 2007 Yes Moscow Integrated Power Co PJSC Iran Russia September 24, 2024 Yes Mosenergo Iran Russia September 16, 2008 Yes Norinco International Cooperation Ltd Iran China September 24, 2024 Yes Offshore Oil Engineering Co Iran China December 17, 2024 Yes OGK-2 PJSC Iran Russia September 24, 2024 Yes Oil India Ltd Sudan India September 18, 2012 Yes Oil & Natural Gas Corp (ONGC) Sudan & Iran India September 19, 2007 Yes ONGC Videsh Limited (OVL) Sudan & Iran India March 18, 2014 Yes Pengerang LNG Two Sdn Bhd Sudan Malaysia September 24, 2024 Yes Perseus Mining Ltd Sudan Australia August 23, 2022 Yes PetroChina Sudan & Iran China September 19, 2007 Yes Petroliam Nasional (Petronas) Sudan Malaysia September 19, 2007 Yes Petronas Capital Limited Sudan Malaysia September 19, 2007 Yes Petronas Chemicals Group Bhd Sudan Malaysia June 16, 2011 Yes Petronas Chemicals Derivatives Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Chemicals Glycols Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Chemicals Olefins Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Dagangan Bhd Sudan Malaysia September 19, 2007 Yes Petronas Gas Berhad Sudan Malaysia September 19, 2007 Yes Petronas Global Sukuk Sudan Malaysia August 2, 2016 Yes PowerChina Construction Group Ltd Iran China March 5, 2025 Yes December 17, 2025 Page 5 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment PowerChina Hebei Engineering Corp Ltd Iran China March 5, 2025 Yes PowerChina Sepcol Electric Power Construction Iran China June 10, 2025 Yes Power Construction Corporation of China Ltd Iran China September 24, 2024 Yes Putrajaya Management Sdn Bhd Sudan Malaysia March 18, 2014 Yes Sberbank Russia PJSC Iran Russia September 24, 2024 Subject to U.S. freeze Sinopec Capital 2013 Ltd Sudan & Iran China September 24, 2013 Yes Sinopec Century Bright Capital Investment Ltd Sudan & Iran China December 3, 2019 Yes Sinopec Engineering Group Co Ltd Sudan & Iran China March 18, 2014 Yes Sinopec Group Overseas Development 2018 Ltd Sudan & Iran China December 15, 2020 Yes Sinopec Group Overseas Development 2017 Ltd Sudan & Iran China September 11, 2019 Yes Sinopec Group Overseas Development 2016 Ltd Sudan & Iran China August 2, 2016 Yes Sinopec Group Overseas Development 2015 Ltd Sudan & Iran China December 15, 2020 Yes Sinopec Group Overseas Development 2013 Ltd Sudan & Iran China March 18, 2014 Yes Sinopec Kantons Holdings Ltd Sudan & Iran Bermuda September 19, 2007 Yes Sinopec Oilfield Equipment Corporation Sudan & Iran China April 14, 2009 Yes Sinopec Oilfield Service Corp Sudan & Iran China March 25, 2008 Yes Sinopec Shanghai Petrochemical Sudan & Iran China September 19, 2007 Yes Societe Metallurgique D'imiter Sudan Morocco November 9, 2010 Yes Soar Wind Ltd Sudan China March 5, 2025 Yes Territorial Generating Company No 1 Iran Russia June 4, 2019 Yes # of Prohibited Investments 97 - - The following companies were removed from the PFIA Prohibited Investments List this quarter. Removed Company Country of Incorporation No companies removed this quarter. December 17, 2025 Page 6 AGENDA ITEM SUMMARY FORM File ID: #17155 Date: 01 /21 /2025 Commission Meeting Date: 02/27/2025 Requesting Department: Department of Resilience and Public Works Sponsored By: District Impacted: All Type: Resolution Subject: Sole Source - TreeKeeper Inventory Mgmt Software System and Services Purpose of Item: The purpose of this item is to request a resolution of the Miami City Commission, with attachment(s), by a four -fifths (4/5ths) affirmative vote, pursuant to section 18-92 of the Code of the City of Miami, Florida, as amended; after an advertised public hearing, ratifying, confirming, and approving the City Manager's recommendation and written finding of a sole source, waiving the requirements for competitive sealed bidding methods as not being practicable or advantageous to the City of Miami ("City"); and authorizing the purchase of TreeKeeper Inventory Management Software System and consultant services ("Urban Forestry Management Services") from Davey Resource Group, Inc. ("DRG") for the Department of Resilience and Public Works ("RPW"), for a period of five (5) years, thereafter renewable annually, subject to an annual finding of sole source by the Chief Procurement Officer and approved by the City Manager; allocating funds from 40-B83600, or other funding sources, subject to the availability of funds and budget approval at the time of need; authorizing the City Manager to negotiate and execute all other documents, including any agreements, amendments, renewals, and extensions, subject to allocations, appropriations and budgetary approval having been previously made, and in compliance with applicable provisions of the Code of the City of Miami, Florida, as amended, ("City Code"), including, the City of Miami's Procurement Ordinance, Anti - Deficiency Act, and Financial Integrity Principles, all as set forth in chapter 18 of the City Code, in a form acceptable to the City Attorney, and in compliance with applicable laws and regulations, as may be necessary for said purpose. Background of Item: 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. 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. Pursuant to Section 18.92 (a)(1), Sole Source Contracts of the City's Procurement Code; a sole source is recommended for the above -mentioned reasons. Budget Impact Analysis Item is an Expenditure Item is NOT Related to Revenue Item is NOT funded by Bonds Total Fiscal Impact: Total Fiscal Impact: $111,750.00 General Account No: 40-B183600 Reviewed B Department of Resilience and Public Works Review Completed 02/05/2025 11:04 AM Office of Management and Budget Office of Management and Budget Department of Procurement City Manager's Office City Manager's Office City Manager's Office Legislative Division Office of the City Attorney Office of the City Attorney City Commission Luis Hernandez -Torres Marie Gouin Annie Perez Asael Marrero Natasha Colebrook -Williams Arthur Noriega V Valentin J Alvarez Thomas M. Fossler George K. Wysong III Maricarmen Lopez Juvenal Santana Budget Analyst Review Budget Review Procurement Review Assistant City Manager Review Deputy City Manager Review City Manager Review Legislative Division Review ACA Review Approved Form and Correctness Meeting Department Head Completed 02/11/2025 1:07 PM Completed 02/12/2025 3:56 PM Completed 02/13/2025 5:19 PM Completed 02/18/2025 10:49 AM Completed 02/18/2025 11:08 AM Completed 02/18/2025 11:40 AM Completed 02/18/2025 1:27 PM Completed 02/18/2025 10:05 PM Completed 02/18/2025 10:11 PM Completed 02/27/2025 9:00 AM City of Miami Legislation Resolution Enactment Number: R-25-0058 City Hall 3500 Pan American Drive Miami, FL 33133 www.miamigov.com File Number: 17155 Final Action Date:2/27/2025 A RESOLUTION OF THE MIAMI CITY COMMISSION, WITH ATTACHMENT(S), BY A FOUR -FIFTHS (4/5THS) AFFIRMATIVE VOTE, PURSUANT TO SECTION 18-92 OF THE CODE OF THE CITY OF MIAMI, FLORIDA, AS AMENDED, AFTER AN ADVERTISED PUBLIC HEARING, RATIFYING, CONFIRMING, AND APPROVING THE CITY MANAGER'S RECOMMENDATION AND WRITTEN FINDING OF A SOLE SOURCE, WAIVING THE REQUIREMENTS FOR COMPETITIVE SEALED BIDDING METHODS AS NOT BEING PRACTICABLE OR ADVANTAGEOUS TO THE CITY OF MIAMI ("CITY"); AND AUTHORIZING THE PURCHASE OF URBAN FORESTRY SERVICES, INCLUDING ALL TREEKEEPER INVENTORY MANAGEMENT SOFTWARE SYSTEM AND CONSULTANT SERVICES ("TREEKEEPER"), FROM DAVEY RESOURCE GROUP, INC. ("DRG") FOR THE DEPARTMENT OF RESILIENCE AND PUBLIC WORKS ("RPW'), ON AN AS NEEDED BASIS, FOR A PERIOD OF FIVE (5) YEARS, THEREAFTER RENEWABLE ANNUALLY, SUBJECT TO AN ANNUAL FINDING OF SOLE SOURCE BY THE CHIEF PROCUREMENT OFFICER AND APPROVED BY THE CITY MANAGER; ALLOCATING FUNDS FROM ACCOUNT NO. 36000.201000.664000.0.0 OR OTHER LEGALLY AVAILABLE FUNDING SOURCES, SUBJECT TO THE AVAILABILITY OF FUNDS AND BUDGET APPROVAL AT THE TIME OF NEED; AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE ALL OTHER DOCUMENTS, INCLUDING ANY AGREEMENTS, AMENDMENTS, RENEWALS, AND EXTENSIONS, SUBJECT TO ALLOCATIONS, APPROPRIATIONS, PRIOR BUDGETARY APPROVAL, AND COMPLIANCE WITH APPLICABLE PROVISIONS OF THE CODE OF THE CITY OF MIAMI, FLORIDA, AS AMENDED, ("CITY CODE"), INCLUDING, THE CITY OF MIAMI'S PROCUREMENT ORDINANCE, ANTI -DEFICIENCY ACT, AND FINANCIAL INTEGRITY PRINCIPLES, ALL AS SET FORTH IN CHAPTER 18 OF THE CITY CODE, IN A FORM ACCEPTABLE TO THE CITY ATTORNEY, AND IN COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS, AS MAY BE NECESSARY FOR SAID PURPOSE. WHEREAS, the Department of Resilience and Public Works ("RPW') is committed to enhancing the urban forest and improving the livability of the City of Miami ("City"); and WHEREAS, RPW has identified Davey Resource Group, Inc. ("DRG") as a qualified provider of a comprehensive urban forestry management system, offering a full spectrum of tools and services; and WHEREAS, DRG has stated that it is the sole source provider of its proprietary TreeKeeper Inventory Management Software System ("TreeKeeper"); and WHEREAS, TreeKeeper, a system developed by DRG, will facilitate effective planning, management, and optimization of the City's urban forest, ensuring long-term sustainability while mitigating costs and risks; and WHEREAS, a market analysis was conducted to determine the availability of comparable products or services, and no other providers offering an equivalent all-inclusive system were identified; and WHEREAS, while other tree inventory systems exist in the market, TreeKeeper is the only system that integrates Light Detection and Ranging ("LiDAR") data, enabling the most accurate and up-to-date information for proactive urban forestry management; and WHEREAS, TreeKeeper is also uniquely capable of integrating with the City's existing Cartograph system, allowing for seamless data transfer and enhanced operational efficiency; and WHEREAS, Procurement has determined that while other companies offer urban forestry management services, as their services are offered separately and do not encompass all the functionalities required by RPW; and WHEREAS, as no comparable all-inclusive contracts or products were identified, Procurement recommended purchasing TreeKeeper from DRG as a sole source provider; and WHEREAS, pursuant to Section 18-92 (a) (1) & (3) of the Code of the City of Miami, as amended ("City Code"), the City Manager is waiving the requirements for competitive sealed bidding methods as not being practicable or advantageous; NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA: Section 1. The recitals and findings contained in the Preamble to this Resolution are adopted by reference and incorporated as if fully set forth in this Section. Section 2. By a four -fifths (4/5ths) affirmative vote, pursuant to Section 18-92 of the City Code, after an advertised public hearing, the City Manager's finding of a sole source, waiving the requirements for competitive sealed bidding as not being practicable and authorizing the purchase of urban forestry services including all TreeKeeper Inventory Management Software System and Consultant Services from DRG for RPW, on an as needed basis, for a period of five (5) years, thereafter renewable annually, subject to an annual sole source finding by the CPO and approval of the same by the City Manager, is hereby ratified, approved, and confirmed. Section 3. Funds for this purpose are to be allocated from RPW's Account No. 36000.201000.664000.0.0, or other funding sources, subject to the availability of funds and budget approval at the time of need. Section 4. The City Manager is authorized' to negotiate and execute all other documents, including an agreement, any amendments, renewals, and extensions, subject to allocations, appropriations, prior budgetary approval, and compliance with applicable provisions of the City Code, including, the City of Miami's Procurement Ordinance, Anti -deficiency Act, and Financial Integrity Principles, all as set forth in Chapter 18 of the City Code, all in forms acceptable to the City Attorney, and in compliance with applicable regulations, as may be necessary for said purpose. 1 The authorization herein is further subject to compliance with all legal requirements that may be imposed, including but not limited to those prescribed by applicable City Charter and City Code provisions. Section 5. This Resolution shall become effective immediately upon its adoption. APPROVED AS TO FORM AND CORRECTNESS: ge Wy ng III, CZty` ttor -y 2/18/2025 / A� o® CERTIFICATE OF LIABILITY INSURANCE DATE (MMIDDIYYYY) 09/02/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER MARSH USA LLC. 200 Public Square, Suite 3760 Cleveland, OH 44114-1824 104550 RESOU FERGE CONTACT NAME: Marsh I U.S. Operations & Technology E (a//C,NNo, Ext): (866) 966-4664 FAX No); E-MAIL Cleveland.CertRe uest marsh.com ADDRESS: q C� INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Old Republic Insurance Company 24147 INSURED Davey Resource Group, Inc. 295 S. Water Street, Suite 300 Kent, OH 44240 INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: CLE-007341256-04 REVISION NUMBER: 20 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTRINSD TYPE OF INSURANCE ADDL SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DDIYYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY MWZY 314042 25 09/0112025 09/01/2026 EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE X OCCUR PRTORENTED PREMISES /(Ea occurrence) $ 2,000,000 MED EXP (Any one person) $ 25,000 PERSONAL & ADV INJURY $ 2,000,000 GEN'L X AGGREGATE POLICY OTHER: LIMIT APPLIES PRO- JECT PER: LOC GENERAL AGGREGATE $ 2,000,000 PRODUCTS - COMP/OPAGG $ 2,000,000 $ A AUTOMOBILE X X LIABILITY ANY AUTO OWNED X SCHEDULED AUTOS NON -OWNED AUTOS ONLY MWTB 314041 25 09/01/2025 09/01/2026 Ea COMBaccideINEDnt)SINGLE LIMIT ( $ 2,000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ UMBRELLA LIAB EXCESS LIAB O OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ DED RETENTION $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBEREXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Y / N N N / A (AOS) MWC 314040 25 AOS 09/01/2025 09/01/2026 X PER STATUTE OTH- ER E.L. EACH ACCIDENT $ 2,000,000 E.L. DISEASE - EA EMPLOYEE $ 2,000,000 E.L. DISEASE - POLICY LIMIT $ 2,000,000 A A Excess Workers Compensation SIR: $5,000,000 MWXS 314043 25 (NC, OH, PA, WA) MWXS 316391 25 (CA) 09/0112025 09/0112025 09/0112026 09/01/2026 Workers Compensation Employer's Liability Statutory 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Miami is(are) included as Additional Insured(s) as respects General Liability and Automobile Liability where required by written contract or agreement and only as respects operations performed on their behalf by the Named Insured. This insurance is primary and non-contributory over any existing insurance and limited to liability arising out of the operations of the named insured where required by written contract, subject to policy terms and conditions. Coverage includes waiver of subrogation where required by written contract on General Liability, Auto Liability, and Workers Compensation coverage. CERTIFICATE HOLDER CANCELLATION City of Miami 444 SW 2nd Avenue Miami, FL 33130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: CN101565730 LOC #: Cleveland ACORD® ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY MARSH USA LLC. NAMED INSURED Davey Resource Group, Inc. 295 S. Water Street, Suite 300 Kent, OH 44240 POLICY NUMBER CARRIER NAIC CODE EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance Workers Compensation does not apply in MN. Coverage is obtained from Workers Compensation reinsurance association (W.C.R.A.) as required by the state. Minnesota Employers Liability is covered by policy number MWC 314040 25. ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD IL 10 (12106) OLD REPUBLIC INSURANCE COMPANY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO CERTIFICATE HOLDERS This endorsement modifies the notice of cancellation of insurance provided hereunder by adding the following: A. In the event this policy is cancelled for any permissible reason, other than for nonpayment of premium, we shall endeavor to provide advance written notice of cancellation to certificate holders set out in the schedule on file with the Company, after notifying the first Named Insured of such cancellation. Notice of cancellation to certificate holders may be made by any commercially reasonable means, including mail, electronic mail, facsimile transmission or courier service. B. This advance written notification of a cancellation of coverage is intended as a courtesy only. Our failure to provide such advance written notification will not extend the policy cancellation date, nor negate cancellation of the policy. All other terms and conditions of this policy remain unchanged. PIL 029 10 10 MWTB 314041 25 The Davey Tree Expert Company 09/01/25 - 09/01/26 IL 10 (12106) OLD REPUBLIC INSURANCE COMPANY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO CERTIFICATE HOLDERS This endorsement modifies the notice of cancellation of insurance provided hereunder by adding the following: A. In the event this policy is cancelled for any permissible reason, other than for nonpayment of premium, we shall endeavor to provide advance written notice of cancellation to certificate holders set out in the schedule on file with the Company, after notifying the first Named Insured of such cancellation. Notice of cancellation to certificate holders may be made by any commercially reasonable means, including mail, electronic mail, facsimile transmission or courier service. B. This advance written notification of a cancellation of coverage is intended as a courtesy only. Our failure to provide such advance written notification will not extend the policy cancellation date, nor negate cancellation of the policy. All other terms and conditions of this policy remain unchanged. PIL 029 10 10 MWZY 314042 25 The Davey Tree Expert Company 09/01/25 - 09/01/26 OLD REPUBLIC INSURANCE COMPANY WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY POLICY DESIGNATED ENTITY - NOTICE OF CANCELATION PROVIDED BY US ENDORSEMENT SCHEDULE Number of Days Notice of Cancellation. 30 Person or Organization: ALL PERSONS OR ORGANIZATIONS WHERE REQUIRED BY CONTRACT OR AGREEMENT Address: IN THE EVENT OF CANCELATIDN, NONRENEWAL OR MATERIAL COVERAGE CHANGE THAT REDUCES OR RESTRICTS THE INSURANCE AFFORDED BY THIS POLICY, WE AGREE TO PROVIDE ADVANCE WRITTEN NOTICE AS SHOWN IN THE SCHEDULE ABOVE. Provisions If we cancel this policy for any statutorily permitted reason other than nonpayment of premium, and a number of days is shown for cancelation in the schedule above, we will mail notice of cancelation to the person or organization shown in the schedule above. We will mail such notice to the address shown in the schedule above at least the number of days shown for cancelation in the schedule above before the effective date of cancelation. WC 99 03 65 (03/11) Page 1 of 1 UEJanie! From: Quevedo, Terry Sent: Wednesday, September 3, 2025 6:28 AM To: De Vito, Daniel; Gomez Jr., Francisco (Frank) Cc: Aviles, Yesenia Subject: RE: PROCUREMENT INSURANCE REVIEW FOR DAVEY RESOURCE GROUP INC GM Daniel The COI is adequate. Rega rds, 7 erry M. Quevedo City of Miami Risk Management Department 14NE 1st Avenue, 2nd Floor Miami, Florida 33132 (305) 416-1641 Office (305) 416-1710 Fax Tquevedo©miamigov. com "Soug:49, Ser ianclog, clout 7utoa°04euc°uy curt egotcmcu°utcy From: De Vito, Daniel <DaDeVito@miamigov.com> Sent: Tuesday, September 2, 2025 4:19 PM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com>; Quevedo, Terry <TQuevedo@miamigov.com> Cc: Aviles, Yesenia <YAviles@miamigov.com> Subject: PROCUREMENT INSURANCE REVIEW FOR DAVEY RESOURCE GROUP INC Good afternoon team, Please review the insurance attached at your earliest convenience and advise if adequate according to insurance requirements contained therein. Thank you! Daniel De Vito Procurement Contracting Officer i City of Miami Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Office: (305) 416-1922 - Fax (305) 400-5075 Email: dadevito©miamigov.com Helpful Links: For vendor registration click Here For current solicitations please Visit our Solicitation Page Current contracts can be viewed by Visiting our Contract Database For solicitations in the Cone of Silence please visit our Cone of Silence Webpage ___..---, ® �`� o CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 09/02/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Aon Risk Services Northeast, Inc. Cl evel and OH Offi ce 950 Main Avenue SUi to 1600 Cleveland OH 44113 USA CONTACT NAME: PHONE800-363-0105 (A/CNo. Ext): C866) 283-7122 FAX No.): E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURED Davey Resource Group, Inc. 295 5 Water Street Suf to 300 Kent OH 44240 USA INSURER A: QBE Specialty Insurance Company 11515 INSURERB: INSURER C: INSURERD: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 570115217718 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFT (MM/DD/YYYX) POLtcY EXP (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY .akd �� ® ' EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) CLAIMS -MADE OCCUR MED EXP (Any one person) PERSONAL & ADV INJURY GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO ❑ LOC OTHER: JECT511, GENERAL AGGREGATE PRODUCTS -COMP/OP AGG AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED ,a - COMBINED SINGLE LIMIT (Ea accident) BODILY INJURY ( Per person) BODILY INJURY (Per accident) PROPERTY DAMAGE (Per accident) UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE EACH OCCURRENCE AGGREGATE DED RETENTION WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/ N ANY PROPRIETOR / PARTNER / EXECUTIVE j""�"R OFFICER/MEMBER EXCLUDED? I I (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N / A PER STATUTE OTH- ER E.L. EACH ACCIDENT E.L. DISEASE -EA EMPLOYEE E.L. DISEASE -POLICY LIMIT A E&O - Professional Liability - Primary 130007894 Claims Made SIR applies per policy terms 09/01/2025 & conditions 09/01/2026 Each Claim Aggregate $2,000,000 $2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CERTIFICATE HOLDER City of Miami 444 SW 2nd Avenue, loth Floor Miami FL 33130 USA CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE Holder Identifier : 570115217718 Certificate No ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD CCO �® ACCORD ��V�Z CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DDIYYYY) 09/02/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER MARSH USA LLC. 200 Public Square, Suite 3760 Cleveland, OH 44114-1824 104550 RESOU FERGE CONTACT NAME: Marsh I U.S. Operations & Technology PH Ext): (866) 966-4664 FAX (A/CONE No): E-MAIL Cleveland.CertRe uest marsh.com ADDRESS: q C INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Old Republic Insurance Company 24147 INSURED Davey Resource Group, Inc. 295 S. Water Street, Suite 300 Kent, OH 44240 INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: CLE-007341256-04 REVISION NUMBER: 20 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF IMM/DDIYYYY) POLICY EXP IMM/DDIYYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY MWZY 314042 25 C>#\) 09/01//2 � 5 b 09/01/2026 EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE X OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ 2,000,000 MED EXP (Any one person) $ 25,000 PERSONAL & ADV INJURY $ 2,000,000 GEN'L X AGGREGATE LIMIT APPLIES PRO JECT PER: LOC GENERAL AGGREGATE $ 2,000,000 PRODUCTS - COMP/OP AGG $ 2,000,000 $ A AUTOMOBILE X X LIABILITY ANY AUTO OWNED X SCHEDULED AUTOS NON -OWNED AUTOS ONLY MWTB 314041 25 , /� �C,, _ l \ ` �v/ 3 V\ 4/ 025 09/01/2026 COMBINED SINGLE LIMIT (Ea accident) $ 2,000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ $ UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE O ®� EACH OCCURRENCE $ AGGREGATE $ DED RETENTION $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBEREXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Y / N N N / A MWC 314040 25 (AOS) 09/01/2025 09/01/2026 X PER STATUTE OTH- ER E.L. EACH ACCIDENT $ 2,000,000 E.L. DISEASE - EA EMPLOYEE $ 2,000,000 E.L. DISEASE - POLICY LIMIT $ 2,000,000 A A Excess Workers Compensation SIR: $5,000,000 MWXS 314043 25 (NC, OH, PA, WA) MWXS 316391 25 (CA) 09/01/2025 09/01/2025 09/01/2026 09/01/2026 Workers Compensation Employer's Liability Statutory 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Miami is(are) included as Additional Insured(s) as respects General Liability and Automobile Liability where required by written contract or agreement and only as respects operations performed on their behalf by the Named Insured. This insurance is primary and non-contributory over any existing insurance and limited to liability arising out of the operations of the named insured where required by written contract, subject to policy terms and conditions. Coverage includes waiver of subrogation where required by written contract on General Liability, Auto Liability, and Workers Compensation coverage. CERTIFICATE HOLDER CANCELLATION City of Miami 444 SW 2nd Avenue Miami, FL 33130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE i?-arza.! LLS'�4t -7 - ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: CN101565730 LOC #: Cleveland ACORD® ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY MARSH USA LLC. POLICY NUMBER CARRIER NAIC CODE NAMED INSURED Davey Resource Group, Inc. 295 S. Water Street, Suite 300 Kent, OH 44240 EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance Workers Compensation does not apply in MN. Coverage is obtained from Workers Compensation reinsurance association (W.C.R.A.) as required by the state. Minnesota Employers Liability is covered by policy number MWC 314040 25. ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD IL 10 (12106) OLD REPUBLIC INSURANCE COMPANY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO CERTIFICATE HOLDERS This endorsement modifies the notice of cancellation of insurance provided hereunder by adding the following: A. In the event this policy is cancelled for any permissible reason, other than for nonpayment of premium, we shall endeavor to provide advance written notice of cancellation to certificate holders set out in the schedule on file with the Company, after notifying the first Named Insured of such cancellation. Notice of cancellation to certificate holders may be made by any commercially reasonable means, including mail, electronic mail, facsimile transmission or courier service. B. This advance written notification of a cancellation of coverage is intended as a courtesy only. Our failure to provide such advance written notification will not e teOthe policy cancellation date, nor negate cancellation of the policy. ........\ All other terms and conditions of this policy remain unchange . d<C> 4R? O (f9 (<0/ 44A.. 0 Cc) PIL 029 10 10 MWTB 314041 25 The Davey Tree Expert Company 09/01/25 - 09/01/26 IL 10 (12106) OLD REPUBLIC INSURANCE COMPANY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO CERTIFICATE HOLDERS This endorsement modifies the notice of cancellation of insurance provided hereunder by adding the following: A. In the event this policy is cancelled for any permissible reason, other than for nonpayment of premium, we shall endeavor to provide advance written notice of cancellation to certificate holders set out in the schedule on file with the Company, after notifying the first Named Insured of such cancellation. Notice of cancellation to certificate holders may be made by any commercially reasonable means, including mail, electronic mail, facsimile transmission or courier service. B. This advance written notification of a cancellation of coverage is intended as a courtesy only. Our failure to provide such advance written notification will not e teOthe policy cancellation date, nor negate cancellation of the policy. ........\ All other terms and conditions of this policy remain unchange . d<C> 4R? O (f9 (<0/ 44A.. 0 Cc) PIL 029 10 10 MWZY 314042 25 The Davey Tree Expert Company 09/01/25 - 09/01/26 OLD REPUBLIC INSURANCE COMPANY WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY POLICY DESIGNATED ENTITY - NOTICE OF CANCELATION PROVIDED BY US ENDORSEMENT SCHEDULE Number of Days Notice of Cancellation: 30 Person or Organization: O ALL PERSONS OR ORGANIZATIONS WHERE REQUIRED BY CONTRACT OR AGREEMENT O J Address: IN THE EVENT OF CANCELATION, NON'VEWA MATERIAL COVERAGE CHANGE THAT REDUCES ol'+ REST."i THE INSURANCE AFFORDED BY THIS , W`GREE TO PROVIDE ADVANCE WRITTEN NOTICE AS SHE IN TIIE SCHEDULE ABOVE. Provisions If we cancel this policy for any statutorily permitted reason other than nonpayment of premium, and a number of days is shown for cancelation in the schedule above, we will mail notice of cancelation to the person or organization shown in the schedule above. We will mail such notice to the address shown in the schedule above at least the number of days shown for cancelation in the schedule above before the effective date of cancelation. WC 99 03 65 (03/11) Page 1 of 1 De Vito, Daniel From: Sent: To: Cc: Subject: Danny Thank you, it was an oversight. The certificates are adequate Regards, Terry M. Quevedo City of Miami Risk Management Department 14NE 1st Avenue, 2nd Floor Miami, Florida 33132 (305) 416-1641 Office (305) 416-1710 Fax Tquevedo©miamigov. com "Soug:499, Sedao:uog, clout 71.4.4 j me 9 cum &mow, Quevedo, Terry Thursday, March 5, 2026 10:07 AM De Vito, Daniel; Gomez Jr., Francisco (Frank) Aviles, Yesenia RE: PROCUREMENT INSURANCE REVIEW FOR DAVEY RESOURCE GROUP From: De Vito, Daniel <DaDeVito@miamigov.com> Sent: Thursday, March 5, 2026 9:58 AM To: Quevedo, Terry <TQuevedo@miamigov.com>; Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Cc: Aviles, Yesenia <YAviles@miamigov.com> Subject: RE: PROCUREMENT INSURANCE REVIEW FOR DAVEY RESOURCE GROUP Hello Terry, All the new COIs expire 09/01/2026 —which one did you need me to update? PL for new and expired is on first page of PDF. Thank you, Daniel De Vito Procurement Contracting Officer City of Miami Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Office (305) 416-1916 — Fax (305) 400-5075 Email: dadevito@miamigov.com Helpful Links: For vendor registration click Here For current solicitations please Visit our Solicitation Page Current contracts can be viewed by Visiting our Contract Database For solicitations in the Cone of Silence please visit our Cone of Silence Webpage From: Quevedo, Terry <TQuevedo@miamigov.com> Sent: Thursday, March 5, 2026 9:43 AM To: De Vito, Daniel <DaDeVito@miamigov.com>; Gomez Jr., Francisco (Frank) <FGo z@miamigov.com> Cc: Aviles, Yesenia <YAviles@miamigov.com> Subject: RE: PROCUREMENT INSURANCE REVIEW FOR DAVEY RESOURCE GROUP) Daniel Please update the Professional Liability coverage as wellJ S V Terry M Queved® City of Miami Risk Management Department 14NE 1st Avenue, 2nd Floor Miami, Florida 33132 (305) 416-1641 Office (305) 416-1710 Fax Tquevedo©miamigov.com P "Soudot9, Sod utotcC 9, cord %naxe j curt eopatemaositry Thanks, �v v From: De Vito, Daniel <DaDeVito@miamigov.com> Sent: Thursday, March 5, 2026 9:33 AM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com>; Quevedo, Terry <TQuevedo@miamigov.com> Cc: Aviles, Yesenia <YAviles@miamigov.com> Subject: PROCUREMENT INSURANCE REVIEW FOR DAVEY RESOURCE GROUP Good morning team, Please review the insurance attached at your earliest convenience and advise if adequate according to insurance requirements contained therein. Thank you! Daniel De Vito Procurement Contracting Officer City of Miami Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Office: (305) 416-1922 - Fax (305) 400-5075 Email: dadevito©miamigov.com Helpful Links: For vendor registration click Here For current solicitations please Visit our Solicitation Page <, Current contracts can be viewed by Visiting our Contract Database Vt, For solicitations in the Cone of Silence please visit our Cone of ScWebpage 3 Olivera, Rosemary From: Gandarilla, Aimee Sent: Monday, March 23, 2026 8:41 AM To: Hannon, Todd Cc: Olivera, Rosemary; Brown, Sadie; Fossler, Thomas; Johnson, Antiwonesha; Ewan, Nicole Subject: Amendment PSA Davey Resource Group, Inc (matter 25-3858) Attachments: Amendment PSA Davey Resource Group, Inc (matter 25-3858).pdf Good morning Todd, Please find attached the fully executed copy of an agreement from DocuSign that will be considered an original agreement for your records. Antiwonesha: Please close Matter 25-3858. Thank you, Aimee gnvusta tines, Procurement Assistant City of Miami Procurement Department 444 SW 2nd Avenue, 6th floor, Miami, FL 33130 P (305) 416-1906 F (305) 400-5073 E agandarilla@miamigov.com "Serving, Enhancing, and Transforming our Community" i