l)\\j 'Y
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PROJECT MANUAL
FOR
LANDSCAPE& IRRIGATION MAINTENANCE
SERVICES

AVE MARIA STEWARDSHIP COMMUNITYDISTRICT

Collier County, Florida

Date of Issue: July 20, 2018 at 10:00 am Due Date I Time: August 17, 2018 at 9:00 am

-.

PROJECT MANUAL
TABLE OF CONTENTS

I.	Invitation     for  Proposals..........................................................................................

2.	Instructions to Proposers......................................,..............................................

3.	Evaluation  Criteria ..............................................................................................

4.	Affidavit of Acknowledgments.. .. .. .. .. .. .. .. ... ,.........  ..............	.. ....  .. ,.......

5.	Proposal      Forms.....................................................................................................

a. Qualification Statement Table of Contents......................................................

b.   Proposers'  Qualification Statement........................................................ ...........

6.	Proposed Landscape Maintenance Agreement...................................................... .

a.    Exhibit "A" - Landscape Maintenance Scope and Specifications....................

b. Exhibit "B" - Proposal Form..........,................................................................

c. Exhibit "C" - Maintenance Maps and Irrigation Zone Inf01mation............

REQUEST FOR PROPOSALS ("RFP")
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES FOR
AVE MARIA STEWARDSHIP COMMUNITY DISTRICT

AND

NOTICE OF PUBLIC MEETING TO OPEN RFP RESPONSES

Collier County, Florida

Request for Proposals

Notice is hereby given that Ave Maria Stewardship Community District (the "District") will accept proposals from all qualified companies interested in providing landscape and irrigation maintenance services.

The project manual ("Project Manual") will be available for public inspection and may be obtained beginning on July 20, 2018 at I0;00 AM (EST) ("Proposal Pick-Up Time") at 5076 Annunciation Circle, Suite 103, Ave Maria, FL 34142.

Firms desiring to submit proposals for this project may attend a pre-proposal meeting on July 20, 2018 at 10:00 AM (EST) at 5076 AnnW1ciation Circle, Suite 103, Ave Maria, FL 34142. Firms desiring to submit proposals must submit one (1) original and eight (8) hard copies of the required proposal no later than Friday, August 17, 2018 at 9:00 a.m. (EST) at 5076 AnnW1ciation Circle, Suite103, AveMaria, FL 34142, Attention: Luisa Rosales. As noted below, all presented proposals will be publicly opened at that day, time and location.

Proposals shall be submitted in a sealed package, shall bear the name of the proposer on the outside of the package and shall clearly identify the project as ''Ave Maria Stewardship Community District Landscape and Irrigation Maintenance Services Proposal." Proposals may be either mailed or hand-delivered. No facsimile, telephonic, electronic, or telegraphic submittals will be accepted. Proposals received after the scheduled date and time for submittal may not be considered in the District's discretion but can be claimed by the owner within ten (10) calendar days of the submittal deadline or if not retrieved within the aforementioned timeframe, may be destroyed by the District.

In order to submit a bid, each bidder must (1) be authorized to do business in Florida, and hold all required state and federal licenses, including those with Collier County, in good standing; and (2) have at least three (3) years' experience with landscape maintenance projects. The District reserves the right in its sole discretion to make changes to the Project Manual up until the time of
the proposal opening, and to provide notice of such changes only to those proposers who have picked up a Project Manual.

If reasonable accommodations are needed for participation in any proposal meeting, please call the District Manager, Todd Wodraska, at (561) 630-4922 forty-eight hours in advance.

Any protest regarding the Project Manual, including but not limited to protests relating to the proposal notice, the proposal instructions, the proposal forms, the contract fonn, the scope of work, the map, the specifications, the evaluation criteria, the evaluation process established in the Project Manual, or any other issues or items relating to the Project Manual, must be filed in writing, within seventy-two (72) hours (excludingSaturdays, Sundays , and state holidays) after the Proposal Pick­ Up Time. The formal protest setting fo1th with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failme to timely file a fom1al written protest shall constitute a waiver of any right to object or protest with respect to aforesaid plans, specifications or contract documents. Additional information and requirements regarding protests are set forth in the Project Manual and the District's Rules of Prncedme, which are available from the District Manager. Any proposer who files a Notice of Protest protesting the Project Manual, a proposal rejection, or a proposal award shall post with the District at the time of filing, a protest bond payable to the District. The protest bond for protesting the Project Manual shall be in the amount of ten thousand dollars ($10,000.00). Notwithstanding the District' s operating mles, the protest bond for protesting a proposal rejection or proposal award shall be in an amount equal to ten percent (10%) of the value of the solicitation, but in no case less than ten thousand dollars ($10,000.00). Bonds shall be by a U.S. postal seJvice money order, certified, cashier's check or such other fo1m of surety as the District' s Staff may approve. All bonds shall be made payable to the District. Failure to post such bond within the requested time period shall result in the protest being dismissed by the District, with the proposer afforded no relief.

Rankings will bemade based on the Evaluation Criteria contained within the Project Manual. Price will be one factor used in determining the proposal that is in the best interest of the Distiict, but the District explicitly reserves the right to make such award to other than the lowest priceproposal. The District has the right to reject any and all proposals, waive any technical en-ors, info1malities or irregula1ities, and to award the contract in whole or in pait with or without cause if it detennines in its discretion it is in the best interest of the District to do so.

Notice of Public Meeting for Bid Opening

A special meeting of the Ave Maria StewaTdslup Community District will be held on Friday,

August 17, 2018 at 9:00 AM (EST) at the Districf s offices at 5076 Annunciation Circle
1

Suite

103, Ave Maria, FL 34142. No official action of the District' s Board will betaken at this meeting, jt is held for the limited purpose of opening the bids and conducting interviews with proposers. All proposers should plan to attend this meeting for the purpose of answering District staffs questions. The meeting is open to the public and will be conducted in accordance with tbe provisions ofFlo1ida law. A copy of the agenda for tlris meeting may be obtained from the Djstrict Manager, Special District Services, Inc., at 2501A Bums Road, Palm Beach Gardens, Florida 33410. This meeting may be continued to a date, time, and place to be speci£ed on the record at
the meeting.

Any person requiring special accommodations at this meeting because of a disability or physical impaim1ent should contact the District Office at (561) 630-4922 at least five calendar days prior
to the meeting. If you are hearing or speech impaired, please contact the Florida Relay Service at 1-800-955-8770, for aid in contacting the District Office.

Any and all questions relative to this request for proposals shall be onlydirected in writing to Todd Wodraska     at     twodraska@jsdsinc.org.      with     e-mail     copies     to     Luisa     Rosales        at Lu sia  .Rosales(cv.fsres  idential.com  and Alyssa Willson at AJvssaw(iahgslaw.com. Questions must be submitted on or before 5:00 PM, August 14, 2018.

AVE MARIA COMMUNITY STEWARDSHIP DISTRICT
REQUEST FOR PROPOSALS

Landscape and Irrigation Maintenance Services
Collier County, Florida

Instructions to Proposers

SECTION 1. DUE DATE. Sealed proposals (including one (1) original and eight (8) hard copies) must be received no later than August 17, 2018 at 9:00 AM (EST), at the Distri,ct s offices, 5076Annunciation Circle, Suite 103, Ave Maria, FL 34142, attention: Todd Wodraska. Proposals will be publicly opened at that time. Proposals for the District work shall be submitted in a sealed package shall bear the nameof the proposer on the outsideof the package and shall clearly identify the project. Proposals may be either mailed or hand-delivered. Proposals received after the time and date stipulated above will not be considered. Any proposal not completed as specified or missing the required proposal documents may be disqualified at the District's discretion. Finns or individuals submit their proposals on a voluntary basis and therefore are not entitled to compensation of any kind. The District shall not be obligated or be liable for any costs incurred by proposers prior to issuance of a contract. All costs to prepare and submit a response to this RFP shall be borne by the proposer.

SECTION 2. PRE-PROPOSAL MEETING. Finns desiring to submit proposals for this project may attend a pre-proposal meeting July 20, 2018 at 10:00 AM (EST) at the project site, 5076 Annunciation Circle, Suite 103, Ave Maria, FL 34142.

SECTION 3. INTERVIEW PROCESS. Each proposer should plan to attend the public meeting for bidopening on August 17, 2018 at 9:00 am (EST) at 5076 Annunciation Circle, Suite 103, Ave Maria, FL 34142 to answer District staffs questions related to the proposal.

SECTION 4. SIGNATURE ON PROPOSAL. The proposer must execute all District forms, affidavits, and acknowledgments for which signature and notary blocks are provided. If the proposal is made by an individual, that person's name and business address shall be shown. If made by a partnership, the name and business address of au authorized member of the film or partnership shall be shown. If made by a corporation, the person signing the proposal shall show the name of the state under the laws of which the corporation was chartered. In addition, the proposal shall bear the seal of the corporation. Anyone signing the proposal as agent shall file with the proposal legal evidence of his/her authority to do so. All proposals must be completed in pen and ink or type written. No erasures are permitted. If a correction is necessary, draw a single line through the entered figure and enter the corrected figure above it. Corrections must be initialed
by the person signing the proposal.

SECTION 5.  FAMILIARJTY WITH THE PROJECT. Each proposer, by and through the submission of a proposal, agrees that he shall be held responsible for having11eretofore examined the project site, the location of all proposed work and for having satisfied himself from his own personal knowledge and experience or professional advice as to the character, conditions, and location of the site, the nature of the turf, shrubs, trees, palms, vegetation, weeds, sprinklers and irrigation systems, roads, sidewalks and paved paths, ground, surface and subsurface, and any

other conditions surrounding and affecting the work, any obstruction, the nature of any existing construction, and all otherphysical characteristicsof the job, in order that the proposer may include in the prices which the proposer proposes all costs pertaining to the work and thereby provide for the satisfactory landscape maintenan.ce thereof. The proposer agrees to accept the site in an "as is" condition, and hold its prices for the period set forthin this proposal package, regardless of any changes to the site that may occur from the time of proposal submission and through the time of contract award and the start of any work under the contract, The proposer, in preparing the proposal, shall takeinto consideration that work by othercontractors may be in progress at or near the site and that the proposer shall not interfere with work done by such other contractors.

SECTION 6. FAMILIARITY WITH THE LAW. By submitting a proposall the proposer is assumed to be familiar with the District's operating rules and procedures, as well as all federal, state, and local laws, ordinances, rules and regulations that in any manner affect the provision of the requested services. Ignorance on the part of the proposer will in no way relieve it from responsibility to provide the services and fulfill such other obligations covered under the proposal in compliance with all such laws, ordinances and regulations.

SECTION 7. QUALIFICATIONS OF PROPOSER. The District contract, if  awarded,  will  only be awarded to a responsible proposer who is qualified and has the ability to provide the services specified herein, at the sole and absolute discretion of the District. The proposer shall submit with its proposal satisfactory evidence of a history of fulfillment of similar contracts and show that it is fully prepared with the necessary organization, personnel, capital, and equipment to provide the specified services.

SECTION 8. C OLLUSION.  Proposers shall be disqualified and their proposals rejected if the District has reason to believe that collusion may exist among the proposers, the proposer has defaulted on any previous contract or is in arrears on any previous or existing contract, or for failure to demonstrate proper licensure and business organization.

SECTION 9. INTERPRETATIONSAND ADDENDA. Any and all questions relative to this request for proposals shall beonly directed in writing to Todd Wodraska at twodraska@ sdsinc.org, with e-mail copies to Luisa Rosales at Luisa.Rosales@fs reside 11tia l.c o m and Alyssa Wilson at Alyssaw @hgsJaw.com. Interpretations or clarifications considered necessary in response to such questions will be issued by addenda, faxed, mailed or othenvise delivered to all parties recorded as having received the Project Manual. Any inquiry or request for interpretation received before 5:00 p.m. on August 14, 2018 will be given consideration. Questions will be answered only by formal written addenda, which will be binding. No interpretations will be given verbally. Ali questions and answers will be distributed to all proposers. No inquiries will be accepted from subcontractors; the proposer shall be responsible for all queries. Additionally, the District reserves the right in its sole discretion to make changes to the Project Manual up until the time of the
-proposal opening.

SECTION 10. SUBMISSION OF PROPOSAL. Submit one (1) original and eight  (8)  hard copies of the proposal forms for the District, along with other requested attachments, at the time and placeindicated herein, which shall be enclosed in an opaque sealed envelope, marked with the project title and name and address of the proposer and accompanied by the required docUltlents. If the proposal is sent through the mail or other delivery system, the sealed envelope shall be

enclosed in a separate envelope with a notation "RESPONSE  TO  INVITATION  FOR PROPOSALS (Ave Maria Stewardship Community District - Landscape and Irrigation Maintenance Services) ENCLOSED" on the face of it.

SECTION 11. MODIFICATJONS AND WITHDRAWAL. Proposals may be modified or withdrawn by an appropriate document duly executed and delivered to the place where Proposals are to be submitted at any time prior to the time and date the proposals are due; provided however, additional information may be requested and/or provided to evidence compliance, make non­ material modifications, clarifications or supplementations, and as otherwise permitted by Florida law. No proposal may be withdrawn after opening for a period of one hundred twenty (120) days.

SECTION 12. PROJECT MANUAL. The Project Manual, including scope of work for the District, will be available beginning July 20, 2018 at 10:00 AM (EST). ("ProposalPick-Up Time") at the District's offices, 5076Annunciation Circle#103 Ave Maria FL 34142, attention: Todd Wodraska.

SECTION 13. PROPOSAL FORMS. All blanks on the proposal fonns must be completed in ink or typewritten. In making its proposal, each proposer represents that it has read and understands the Project Manual and that the proposal is made in accordance therewith, including verification of the contents of the Project Manual. Failure to supply any reques ted information and submit fully completed fonns may result in disqualification. The District reserves the right to request additional information if clarification is necessary.

SECTION 14. BASIS OF AWARD/RIGHT TO REJECT. The District reserves the right to reject any and all District proposals in its sole and absolute discretion, whether or not reasonable, make modifications to the District work, award the contract in whole or in pait with or without cause, and waive any informalities or irregularities in District proposals as it is deemed in the best interest of the District up until such time as a contract has been fully executed by both parties.

SECTION 15. CONTRACT AWARD AND SERVICE AGREEMENT TERM. Within fourteen
days of receipt of the Notice of Award of the District contract, or as otherwise extended by the District, the proposer shall enter into and execute a contract in substantially the form included within the Project Manual. The proposer is expected to commence work on or about October l, 2018 or such other date that is designated by the District in writing, wbich date shall be fixed in the District's sole discretion. Any work provided and any cost incurred by the proposer prior to receiving the Notice of Award and in advance of the commencement date will be at the proposer' s risk unless specificaUy agreed to in writing by the District.

SECTION 16. CHANGES/MODIFICATIONS. The District reserves the right to order changes in its scope of work and resulting contract. The successful proposer has the right to request an equitable price adjustment in cases where modifications to the contract under the authority of this c1ause result in increased costs to the Contractor. Price adjustments will be based on the prices proposed by the Contractor in response to this solicitation. Any contract resulting from this solicitation may be modified upon written and mutual consent of both parties.

SECTION 17. INSURANCE. All proposers shall include as part of their proposal a current Certificate of Insurance, or equivalent infonnation, demonstrating the company's insurance coverage and the ability to meet at least the insurance coverage requirements set forth in the fonn

of contract included within the Project Manual. In the event the proposer is notified of award for the District work, it shall provide proof of Insurance Coverage requested, identifying the District, its officers, employees and agents as additional insureds, as more specifically to be stated in the contract to be executed, within fourteen (14) calendar days after notification, or within such approved extended period asmay be granted.

SECTION 18. FINANCIALS. In evaluating and scoring the proposals, the District will consider the financial capability of each proposer, and as such each proposer should submit relevant information regarding financial capability. In the event the proposer is notified of award, the District may in its sole discretion require that the proposer provide sufficient proof of financial capability, including, if requested, audited financial statements from the last three years.

SECTION 19. INDEMNIFICATION. The successful proposer for the District work shall fully indemnify, defend and hold harmless the District and its officers, agents, and employees from and against all claims, damages, costs and losses arising, in whole or inpart, as more fully set forth in the Contract form, to be executed.

SECTION2O. LIMJTATION OF LIABILITY. Nothing herein shall be construed as or constitute a waiver of the District's limitations on liability contained in section 768.28, Florida Statutes, or other statute or law.
SECTION 21. PROPOSAL INFORMATION. All proposals should include the following information, among other things described herein:

All completed and executed forms set forth in the Project Manual.

A listing of the position/ title and corporate responsibilitiesof key management or supervisory personnel (forms attached). Include resumes for each person listed, and list years of experience in present position for each party listed and years of related experience.

Describe proposed staffing levels, including information on current operations, administrative, maintenance and management staffing of both a professional and technical nature, including resumes for staff at or above the project manager level.

Information related to other projects of similar size and scope for which proposer has provided, or -is currently providing, landscape and irrigation maintenance services (forms attached).

At least three references from projects of similar size and scope. The proposer should include information relating to the work it conducted for each reference as well as a name, address and phone nwnber of a contact person.

A narrative description of the proposer's approach to providing the services as described in the scope of services provided herein.

Completed proposal pricing. All responses must itemize the cost for each of the items described in the Project Manual and break out all costs, such as the number of mowings by month, dollar valueby event, etc. Unit costs for mulch and annuals, including installation, should be provided but not included in the contract amount as these services shall be rendered at the discretion of the District's Board of Supervisors.

SECTION 22. PROTESTS. Any protest relating to the Project Manual, including but not limited to protests relating to the proposal notice, the proposal instructions, the proposal fonns, the contract form, the scope of work, the map, the specifications, the evaluation criteria, the evaluation process established in the Project Manual, or any other issues or items relating to the Project Manual, must be filed in writing, within seventy-two (72) hours (excluding Saturdays, Sundays, and official holidays of the State of Florida) after the Proposal Pick-Up Time, and any protest relating to a decision regarding a contract award or rejection of proposal(s) must be filed within seventy-two (72) hours (excluding Saturdays, Sundays, and official holidays of the State of Florida) after issuance of a notice of such a decision. Such protests must be filed to; District Manager, Todd Wod.raska at Special District Services, Inc., 2501 Burns Road, Palm Beach Gardens, Florida 33410. A formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a formal written protest shall constitute a waiver of any right to object or protest relating to the aforesaid Project
Manual.

SECTION 23. PROTEST BOND. Any proposer who files a Notice of Protest protesting the Project Manual, a proposal rejection, or a proposal award sha11 post with the District at the timeof filing (within 72 hours as referenced in Section 22 above), a protest bond payable to the District. The protest bond for protesting the Project Manual shall be in the amount often thousand dollars ($10,000.00). Notwithstanding the District's operating rules, the protest bond for protesting a proposal rejection or proposal award shall be in an amount equal to ten percent (10%) of the value of the solicitation, but in no case less than ten thousand dollars ($10,000.00). Bonds shall be by a
U.S. postal service money order, certified, cashier's check or such other form of surety as the District's Staff may approve. AlJ bonds shall be made payable to the District. Failure to post such bond within the requested time period shall result in the protest being dismissed by the District, with the proposer afforded no relief.

If the person or firm protesting the award prevails, the bond shall be returned to the protestorj however, if, after completion of a formal protest hearing in which the District prevails, the bond shall be applied to payment of the costs and attorney fees incurred by the District relative to the protest. The entire amount of the bond shall be forfeited if the District detennines that a protest was filed for a frivolous or improper purpose, including, but not limited to, the purpose of harassing, causing unnecessary delay, or causing needless cost for the District or otherparties. No proposer shall be entitled to recover any costs of proposal preparation from the District, regardless of the outcome of any protest.
SECTION 24. EVALUATION OF PROPOSALS. The proposals shall be ranked based on the criteria presented in the Evaluation Criteria sheet(s), contained within the Project Manual. Price will be one factor used in detennining the proposal that is in the best interest of the District, but

the District explicitly reserves the right to makesuch award to other than the lowest priceproposal. The District' s Board of Supervisors shall review and evaluate the proposals in their individual discretion, and make any final detennination with respect to the award of a final contract that is in the best interests of the District. Proposals may be held for a period not to exceed 120 days from the date of proposal opening for the purposes of reviewing the proposals and investigating the qualifications of the proposers, prior to executing a contract agreement. During this time, all provisions of the submitted proposal must be in effect, including pricing. The Djstrict may yjsit the proposer' s facilities as part of the evaluation process.

SECTION 25. BLACK OUT PERIOD/CONE OF S ILENCE. The blackout period is defined as between the time the request for proposals is issued and the time the respective Boards award the contract. During this black out period, any attempt to influence the thinking of staff or officials related to a solicitation for goods or servfoes, in person , by mail, by facsimile, by telephone, by electronic mail, or by any other means of communication, will result in disqualification of their award and/or contract. This does not apply to pre-solicitation conferences, contract negotiations, or communications with staff not concerning this solicitation.

SECTION 26. PRICING. Proposers shall submit their price infonnation on the supplied forms with all blank spaces completed. Proposers shall also sign the required forms. Each line item shall be clearly stated and cover all charges including incidental expenses, applicable taxes, insurance, overhead and profit. Proposers will not be allowed to make any substitutions in materials, quantities or frequencies during the proposal process. Proposers shall guarantee that their pricing shall not i1tcrease throughout the term of the contract agreement executed.

SECTION 27.	MANDATORY    AND   PERMISSIVE   REQUIREMENTS.	Notwithstanding
anything else within the Project Manual, the only mandatory requirements of this Project Manual are that each proposer must be authorized to do business in Florida, and hold all required state and federal licenses in good standing. All other requirements set forth in the Project Manual shall be deemed "permissive," in that a proposer' s failme to meet any requirement described in mandatory terms such as "shall," "will," "mandatory,"or similar language does not automatically disqualify the proposer' s proposal, but instead in the Board' s discretion may result in the disqualification of a proposal or alternatively may be taken into account in the evaluation and scoling of the proposal.

SECTION 28. REFERENCE TERMS. Any headings in this document are for the purposes of reference only and shall not limit or otherwiseaffect the meaning thereof. Any reference to gender shall be construed to include all genders, firms, partnerships and corporations. References in the singular shall be construed to include the plural and references in the plural shall be construed to include the singular. Any reference to the "District" shall be construed to refer to the Ave Maria Stewardship Community District and the District shall be the authority for all matters concerning the District and the District's resulting contract.

SECTION 29. ADDITIONAL TERMS AND CONDITIONS. No additional terms and conditions included with the Proposal response shall be evaluated or considered and any and all such additional tenns and conditions shall have no force and effect and are inapplicable to the Proposal. If submitted either purposefully through intent or design or inadvertently appearing separately in transmitting letters, specifications, literature, price lists or warranties, it is understood and agreed

11

the general and special conditions in this solicitation are the only conditions applicable to this
proposal and the proposer's authorized signature affixed to the proposal attests to this.

SECTION 30. E-VERlF'Y. Contractor may be required to utilize the U.S. Department of Homeland Security' s E-Verify system to ve1ify the employment eligibility of all new employees hired by Contractor or any subcontractors utilized during the term of the contract.

AVE MARIA ST EWARDSHIP COMMUNITY DISTRICT REQUEST FOR PROPOSAL
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES

EVALUATIONCRITERIA

Proposals for the District will be evaluated based on the following criteria:

Factor	Description
Personnel
(E.g., geographic locations of the firm's headquarters or permanent office
in relation to the project; skill set and experience of key management and
assigned personnel, particularly the project manager; present ability to manage this project; proposed staffing levels, etc. Skill set includes certifications, technical training, and experience with similar projects.)

Experience
(E.g., past record and experience of the respondent in similar projects;
volume of work previously awarded to the finn; past performance in any other contracts; character, integrity, reputation, references of respondent,
etc.)	Points

20

25	
Understanding of Scope of Work
Extent to which the proposal demonstrates an understanding of the District' s
3.	needs for the services requested. Does it demonstrate clearly the ability to perform  these  services?	Were   any   suggestions   for   "best practices"
performance included?	

20	
Financial Capability
Contractor possesses adequate machinery, equipment, and manpower to perform  the  work  for  this  Project  under  this  contract  in  a  high quality
4.	manner or the ability to acquire said machinery, equipment and manpower prior  to  contract start date.	Financial  stability  and  creditworthiness of
contractor will be considered. Contractor should provide Project specific information.	

15	
Price
20 points will be awarded to the Proposer submitting the lowest total bid for
5.	completing the work for the initial term of the contract. All other proposals will receive a percentage of this amount based upon the difference between
that Proposer's bid and the low bid.	

20	
TOTAL	100	

Once proposals are received for the District, the District's Board of Supervisors will review each submittal related to the District and score each proposal based on the evaluation criteria, information provided in response to reference checks, and any other information available to the District and permitted to be used under law. The District's award will be based on the proposal that is most advantageous to the District.

The District also reserves the right to seek clatification from prospective firms on any issue in a response for the District, invite specific finns forsitevisits or oral presentations, or take any action it feels necessary to properly evaluate the submissions and construct a solution in the District's best interest. Failure to submit the requested information or required documentation may result in the lessening of the proposal score or the disqualification of the proposal response.

Do not attempt to contact any District Board member, staff member or any person other than the appointed staff for questions relating to this RFP. Anyone attempting to lobby District representatives will be disqualified.

It is anticipated that the District's Board of Supervisors will meet to evaluate District proposals on September 4, 2018 at 9:00 am. but the District reserves the right to reschedule any such meeting.

AFFIDAVIT OF ACKNOWLEDGMENTS

STATE	OF	_ Ohio_ _ _ _
COUNTY OF _	Portage'--- -
Before me, the undersigned authority, appeared  the  affiant,  Ch  ri st0 Pher  J. BaSl,  and having taken an oath, affiant, based on personal knowledge, deposes and states:

I am over eighteen (18) years of age and competent to testify as to the matters
contained herein.  I serve in the capacity of Vice President & Treasllr  r	The Davey Tree Expert Company

("Proposer", )
Proposer.

and am authorized to make this Affidavit of Acknowledgments on behalf of

I assisted with the preparation of, and have reviewed, the Proposer's proposal ("Proposal") provided in response to the Ave Maria Stewardship Community District proposal for landscapeand irrigation maintenance services. All of the information provided therein is full and complete, and truthful and accurate. I understand that intentional inclusion offalse, deceptive or fraudulent statements, or the intentional failure to include full and complete answers, may constitute fraud; and, that the District may consider such action on the part of the Proposer to constitute good cause for rejection of the proposal.

I do here by certify that the Proposer has not, either directly or indirectly, participated in collusion or proposal rigging.

The Proposer agrees through submission of the Proposal to honor all pncmg information one hundred and twenty (120) days from the opening of the proposals, and if awarded the contract on the basis of this Proposal to enter into and execute the contract in the form included in the Project Manual within fourteen (}4) days after receiving a notice of award.

The Proposer acknowledges the receipt of the complete Project Manual as provided by the District and as described in the Project Manual's Table of Contents, as well as the receipt of	the	following	Addendum	No.'s:
n/a

By signing below, and by not filing a protest within the seventy-two (72) hour period after the Proposal Pick-Up Time, the Proposer acknowledges that (i) the Proposer has read, understood, and accepted the Project Manual; (ii) the Proposer has had an opportunity to consult with 1egal counsel regarding the Project Manual; (iii) the Proposer has agreed to the terms of the Project Manual; and (iv) the Proposer has waived any right to challenge any matter relating to the Project Manual, including but not limited to any protest relating to the proposal notice, proposal instructions, the proposal forms, the contract form, the scope of work, the map, the specifications, the evaluation criteria, the evaluation process established in the Project Manual, or any other issues or items relating to the Project Manual.

The Proposer authorizes and requests any person, firm or corporation to furnish any pertinent information requested by the Ave Maria Stewardship Community District, or its

authorized agents, deemed necessary to verify the  statements  made in  the Proposal, or  regarding  the ability, standing, integrity, quality of performance, efficiency, and general reputation of the Proposer.

Under penalties of per jury under the laws of the State of Florida, I declare that l have read the foregoing Affidavit of Acknowledgments and that the foregoing is true and correct.

Dated this	1  0  t  h   day of _   _   _   _A  u  g   u  s  t	, 201 -

Proposer:   The Davey Tree Expert Company	/7 /	p	 	
By: 	=- -=- - )f _ - - - - - - - -
Title: Christopher J. Bast, Vice President & Treasurer
STATE	OF	_ Ohio COUNTY OF _  Portage 	

The	foregoing		instrument	was	acknowledged  . before	ms:	this	10th	day		of August		,  20l...8£mistopher r.Bast	of The Uavey ·  rreeE xp,			

k11owToto me or who has produced  	 o?ruc.rnot [ ] take the oath.

My Commission  Expires:	4 { /"{SGI

_....,.  ,. 	aidentification, andaiarl

PROPOSAL FORM FOR
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES FOR

AVE MARIA STEWARDSHIP COMMUNITY DISTRICT TO BE SUBMITTED TO:
Ave Maria Stewardship Community District
c/o Todd Wodraska
on or before August 20, 2018 at 9:00 A.M. (EST)

TO:	AVE MARIA STEWARDSHIP COMMUNITY DISTRICT

FROM:	Ihe Davey Tree Expert Company (Proposer)

In accordance with the Request for Proposals for Landscape and irrigation Maintenance Services for Ave Maria Stewardship Community District the undersigned proposes to provide all services as described in the detailed Scope and/or Specifications for the District.

All proposals shall be in accordance with the Project Manual.

AVE MARIA STE\VARDSHIP COMMUNITY DISTRICT LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES PROPOSAL FORM

r, Jason Bassler	REPRESENTING The Davey Tree Expert	Company and/or Corporation, agree to furnish the services required in the scope/specifications at the following prices:

Annual Contract Prnposal Amount:

Annual Total	$ 	571,760.00	
(Contract Total - Parts J thro 4)

NAME OF PROPOSER:	The Davey 1 ree Expert Company

ADDRESS: PHONE:

   1500 N. Mantua Street, Kent.. Ohio 44240	

   (330)673-0702	

SIGNATURE:	,,	

TITLE:

DATE:

   Southern Regional Manager	

    August  16, 2018	

QUALIFICATION STATEMENT

TABLE OF CONTENTS

PROPOSER QUALIFICATION STATEMENT

LISTING OF CORPORATE OFFICERS

AFFIDAVIT FOR INDIVIDUAL

AFFIDAVIT FOR PARTNERSHlP

AFFIDAVIT FOR CORPORATION

SWORN STATEMENT UNDER SECTION 287.133(3) (a), FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES

AVE MARIA STEWARDSHIP COMMUNITY DISTRICT

PROPOSER'S QUALIFICATION STATEMENT
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES

The D avey Tree Expe1i Compa ny

(Name of Proposer)

AVE MARIA STEWARDSHIP COMMUNITY DISTRICT PROPOSER QUALIFICATION STATEMENT

Proposer: The Davey Tree Expe11 Company
[Company Name]

IJ A Partnership
l?J A Corporation
/_/ A Subsidiary Corporation

Parent Company Name:	The Davey Tree Expert Company

Parent Company Address:

Street Address 1500 North Mantua Street

P.O. Box (if any)

City	Kent

 	n/a	

State	Ohio	Zip Code :4 ;,_=4 --2'-4'=0-------	-

Telephone	(330)673-9511	Fax no.	(330)673-0702

1st Contact Name 2nd Contact Name

Jas on  B-· as--sler-	Title  Regional  Manager

Roger Echols	Title	Project Manager

Proposer Company Address (if different):

Street Address	same as above

P. 0. Box (if any)	 	

City _

_ _ _ _ _ _

_	State _

_ _ _ _

_ _ _ Zip Code _

_ _ _ _ _

Telephone	-   -   -   -   -   -   -   -   -   -	Fax no. _ 	_

_ 	_ _ _

_ _ _ _ _

1st Contact Name

_ _ _ _ _ _

_ _ _ _

_ _ _ _

_   Title  	

2nd Contact Name

--------------- Title- - - - - -

List the location of the office from which the proposer would provide services to the District.
Street Address	5072 Annunciation Circle, Suite 333

City Ave Maria

State	Florida	Zip Code 34142

Telephone	(321)695 -9213

Fax No.-n/a

------

Ist Contract Name   Ro0  er Echols	Title Project Manager

ls the Proposer incorporated in the State of Florida? Yes ( ) No ( x)

If yes, provide the following :

ls the Company in good standing with the Florida Department of State, Division of Corporations? Yes ( ) No ( )
If no , please explain	 	

Date incorporated _ _

_ _ _ _

_ _ _

_ _ Charter No. _ _

_ _ _ _

If no, provide the following:

The State with whom the Proposer's company is incorporated? _ O_1i I_o_  	_

ls the company in good standing with the State? Yes (29 No ( )

If  no, please explain, 	_

_ _ _

_ _ _

_ _ _

_ _ _ _

_ _ _ _ _

Date incorporated     February 4, 2009	Charter No. --=2c...:.4.::..;86::...;l'---  

1s the Proposer company authorized to do business in the Stateof Florida? Yes
( >9 No ( )

If Proposer is not incorporated, please identify the type of business entity (i.e.: Limited Liability Company, Partnership, etc.) and the number of years Proposer has been in the business of providing landscape services.

Has the Proposer's company provided services for a community development district or similar community previously? Yes (x) No ( )
I	If yes, provide the following:
Number of contracts Proposer has executed with community development districts and/or similar communities during the past five (5) years and the names of the entities as well as the length of the contract and whether each such community is still a current client. **See attached Exhibit A•'*
List the Proposer's total annual dollar value of comparable contracts for each of the last three (3) years starting with the latest year and ending with the most current year

(15) $3,372,421.00	, (16)  $6,656,741.00	(17)	$7,459,717.00 --
What are the Proposer's current insurance limits?

General Liability
Au tomobile Liability Umbrella Coverage Workers Compensation

$ 2,000,000.00
$ 2,000,000 .00
$	--
$ 5,000,000.00

Employer's Liability Expiration Date

$ 5,000,000.00
 	9/1/2018	

I 0 .	Please state whether or not the Proposer or any of its affiliates are presently barred or suspended  from  bidding or  contracting  on  any  state, local, or  federal  contracts  in any
state(s)?   Yes (  )  No ( X)	If so,  state the narne(s) of the company(ies) _   _   _   _   _ _

The state(s) where barred or suspended _ _

_ _ _ _ _

_ _ _ _ _

_ _ _

_ _ _

State the period(s) of debarment or suspension _ _ _

_ _ _ _

_ _ _ _

_ _ _ _ _

Has the Proposer ever failed to fulfill its obligations under any contract awarded to it?

Yes  	

No_x_

_ Ifso, where and why? _ _ _

_ _ _ _

_ _ _

_ _ _ _ _

Has any officer or partner of the Proposer ever been an officer, partner, or owner of some other organization that has failed to fulfill job duties or otherwise complete a contract? Yes ( ) No ( X) If so, state name of individual, other organization and reason therefore. _

List any and all litigation to which the Proposer or any of its affiliates has been a party in the last five (5) years.	The Company is involved in a number of lawsuits that are considered to arise in the ordinar course of conductin business. To the extent thar­
such  awsu1ts anse, t e	ompany e 1eves 1t 1s a equately insure to cover any

1iabihty resultmg m such lawsuits.

Has the Proposer or any of its affiliates ever been either disqualified or denied

prequalification status by a governmental entity? _

_N_o_

_ _ _ _

_ _ _

_ _ _ _ _

if so, discuss the circumstances surrounding such denial or disqualification as well as the date thereof. --- - - - - - -- - - - - - -- - - - - - - -- - - -

.	List five (5) current clients including contact persons  and  telephone  numbers  as  well as their contract value and length of service:
Babcock Ranch HOA/ISD. Joe Cook of CCMC, (407)562-1138. $610,000.00. 2 years.

Westchase CDD.  Doug Mays (813)9 0-4268.$726,159.00.  4 years. Pablo Bay HDA. Matthew Heel< (904)254-6260.$89,000.00. 3 years.
Keesler Air Force Base MFH. Terry Small (228)243-7278. $474,737.00_. 'Z years. Ave MariaMaster/CDD. Luisa Rosales. (239)867-4322. $782,330.70. 3_years.

List three (3) jobs (including company, contact person, and telephone number) lost in the previous twelve (12) months and the reason(s) why:
Stratford Court. Hank Fyock (352)585-6213. Corporate decision to use one vendor.
Hillcrest 3. Jim Bowers (802)233-5370. Pri_c_ing.

Concord Management.  Wayne McDaniels (813)478-4299. Pricing.	

List irrigation technicians and include number of years of experience:
Jose Cassinelli - 10 )'ears	George Cardenas - 9 years	 Re_ymundo Navarro - 10 years		Steven Cardenas - 5 years

Attach current financial statements, prepared within the last one hundred eighty (180) days, showing current financial resources, liabilities, capital equipment and historical financial performance for the past one year. **See attached Exhibit B**

Attach any certifications or documentation regarding educational experience of key personnel that would assist the District in evaluating the quality and experience of such personnel.

Key Personnel: Describe any experience of the principal individuals (Foremen, Superintendents, etc.) who are responsible for the actual landscape & irrigation maintenance work of your organization and who will be assigned to thiscontract ifawarded to contractor.
Roger Echols	Project Manager

Name
Management of Personnel	4 years

Position
4 years

Type of Work
Claudio Martinez Name

Yrs. Experience	Yrs. With Firm

Crew Leader
Position

Grounds Maintenance	18 years

3 years

Type of Work	Yrs. Experience	Yrs. With Finn

Jean Chevr.Y_	Crew Leader

Name
Grounds Maintenance	4 years

Position 3 years

TypeofWork	Yrs. Experience	Yrs. With Firm

Carlos Moreno	LandscaE_e Tech

Name
Grounds Maintenance	28 year_s

Position
2 months

TypeofWork	Yrs. Experience	Yrs. With Finn

Licensure - Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing. Be sure to include FDOT and Collier County Licenses:

 Certified Arborist -  Manuel Nassar	 PCD License Holder - Manuel Nassar
State of Florida - Certificate of Good Standing **See attached Exhibit C**
Florida Department of Transportation - TIC Course - Roger Echols **See attached Exhibit D**

Security Measures - Please describe any background checks or other security measures that were taken with respect to the hiring and retention of the bidder's personnel who will be involved with this project, and provide proof thereof to the extent permitted by Jaw:
   See  attached Exhibit E for Background Check Procedure.	

Do you have an arborist on staff?	Yes	(Yes/No) If yes, please provide information about your on staff arborist:
   Manuel Nassar is our Certified Arborist and the Branch Manager of  the SE Florida	
Branch.  He has been with Davey Tree for 13 years and has  been a Certified Arborist	 for approximately 2 years.

If no, are you able/willing to provide an arborist for consultation purposes on District property? And at what cost?
 	See above.	

Have you utilized the U.S. Department of Homeland Security' s E,Verify system to verify the employment eligibility of employees hired by you or any of your subcontractors?
Y	X	No 		_

lf no, are you willing and able to undertake such utilization as required by this Bid?
Yes _  _  _	No

The undersigned hereby authorize(s) and request(s) any person, firmor corporation to furnish any pertinent information requested by the District or its authorized agents, deemed necessary to verify  the  statements  made  in  this  document   or  documents   attached   hereto,  or   necessary  to
determine whether the District should consider the Proposer for bidding on the landscape services invitation  for  proposals,  including  such  matters  as  the Proposer's  ability, standing1   integrity;
quality of performance, efficiency and general reputation. /J /
The Davey Tree Expert Company	By:	,IL--
Name of Proposer

This	10th	day of  August	201 8

Christopher J. Bast
[Type Name and Title of Person Signing]

(Corporate Seal)

Sworn to before me this _ 10th	day of	August	201 8.

(Seal)	'_'--·

rExpinftion)Date1'hcJ;,i

CORPORATE OFFICERS

Company Name	The Davey Tree ExQert Com}!any	Date August 17, 2018

Provide the following information for Officers of the Proposer and parent company, if any.

NAME FOR PROPOSER	
POSIT ION OR TITLE	
CORPORATE RESPONSIBILITIES	
INDIVIDUAL'S RESIDENCE CITY, STATE	
**See attached Exhibit F**				

				

				

FOR PARENT COMPANY
(if applicable)		
n/a				

AFFIDAVIT FOR INDIVIDUAL

State of	 	                                                               County of	  	 

ss:

_ _ _ _

_ _ _ _

_ _ _

_ _ _ _

_ _ _ _ _

_  _	, being duly sworn, deposes and says

that the statements and answers to the questions concerning the qualification statement and corporate officers contained herein are correct and true as of thisdate; and that he/she understands that intentional inclusion of false, deceptive or fraudulent statements on this statement constitutes fraud; and will be considered such action on the part of the Proposer to constitute good cause for rejecting Proposer's proposal.

t

	 :,c	 	
(Proposer must also sign here)

Sworn to before me this _ _

_ _ day of _ _ _

_ _ _

:_,  201_

Notary Public/Expiration Date:

(SEAL)

AFFIDAVIT FOR PARTNERSHIP

State of	 	 County of	 	

ss:

1s	a	member	of	the	firm	of

 	  being duly swom, deposes and says that the statements and answers to the questions concerning the qualification statement and corporate officers are correct and true as of the date of this affidavit; and, that he/she understands that intentional inclusion of false, deceptive or fraudulent statements on this statement constitutes fraud; and such action on the part of the Proposer will be considered to constitute good cause for rejecting Proposer's proposaL

(Signature of a General Partner is Required)

	 I	b1e

Sworn to before me this _ _

_ _ day of _

_ _ _ _

_ _, 201_ .

Notary Public/ExpirationDate:

(SEAL)

AFFIDAVIT FOR CORPORATION

State of County of

 		Ohio		ss: Portage

Christopher J. Bast
(title) Vice President & Treasurer
of the	The Davey Tree Expert Company
(a corporation described herein) being duly sworn, deposes and says that the statements and answers to the questions in the foregoing concerning the qualification statement and corporate officers are correct and true as of the date of this affidavit; and, that he/she understands that intentional inclusion offalse, deceptive orfrauduJent statements in thisstatement constitutes fraud; and such action on the part of the Proposer will be considered good cause for rejection of
Proposer ' s proposal.
C/;e-
(Officer must also sign here)

CORPORATE SEAL

Sworn to before me this	10th	day of	August	, 201 8 .

 	A		1 }1g)a?1
Notary PhlAfc/Ex01r	n   I

(SEAL)

SWORN STATEMENT UNDER SECTION 287.133(3) (a), FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES

THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICER AUTHORIZED TO ADMINISTER OATHS.

This sworn statement is submitted to Ave Maria Stewardship Community District.

This sworn statement is submitted by	The Davey Tree Expert Company
(Print Nam of Entity.Submitting Sworn Statement)
whose business address is	1500 N. Mantua Street, Kent, ur110 44240
and (if applicable) its Federal Employer Identification Number {FEIN) is 34-0176110 (If the entity has no FEIN, include the Social Security Number of the-i.ndividual signing

this sworn statement:	n a/

My name is	Christopher J. Bast
named above is Vice President & Treasurer

.)

and my relationship to the entity

1 understand that a "public entity crime" as defined in Paragraph 287.133(l)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or with the United States, including, but not limited to, any bidor contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation.

I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1) (b) ,
Florida Statutes, means a finding of gullt or a conviction of a public entity crim>e with or
without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of jury verdic t, nonjury trial, or entry of a plea of guilty or nolo contendere.

I understand that an "affiliate" as defined in Paragraph 287.133(1) (a), Florida Statutes, means:

A predecessor or successor of a person convicted of a public entity crime; or,

An entity under the control of any natural person who is active in the management of the entity and who ha-s been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate , The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate.

I understand that a "person" as defined in Paragraph 287.133(1) (e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity.

Based on information and belief, the statement, which I have marked below, is true in relation to the entity submitting this sworn statement. (Please indicate which statement applies.)

_ _ _ Neither the entity submitting this sworn statement, nor any officers, directors,
executives, partners, shareholders, employees, members, or agents who are active in management of the entity, nor any affiliate of the entity, have been charged with and convicted of a public entity crime subsequent to July 1, 1989.

             The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners, shareholders, employees, members or agents who are active in management of the entity or an affiliate of the entity, has been charged with and convicted of a public entity crime subsequent to July 1, 1989, AND (please indicate which additional statement applies):

             There has been a proceeding concerning the conviction before an Administrative Law Judge of the State of Florida, Division of Administrative Hearings. The final order entered by the Administrative Law Judge did not place the person or affiliate on the convicted vendor list. (Please attach a copy of the final order.)

_ _ _ The person or affiliate was placed on the convicted vendor list. There has been a
subsequent proceeding before an Administrative Law Judge of the State of Florida, Division of Administrative Hearings. The final order entered by the Administrative Law Judge determined that it was in the public interest to remove the person or affiliate from the convicted vendor list. (Please attach a copy of the final order.)

 		The person or affiliate has not been placed on the convicted vendor list. (Please
describe any action taken by or pending with the Florida Department of Management Services.)

SIGNATURE FOR SWORN STATEMENTS AFFIDAVIT:

STATE OF - O-hio-	-	-	-
COUNTY OF Portage

a j'f:--
Date:	August 10, 2018

PERSONALLY APPEARE D BEFORE ME, the undersigned authority, _   _	_

_    _Ch_rist_oph_er _J. B_ as_t

_    _	wh  o, after  f1i rstb

e·mg swornb

y me, aff1ixed   h.1/sh

er si·gnature ·in

th. e

(name of individual signing)

space provided  above on this	10th	day of	August	2018 .
 	  & , b,£	S\ A .cx-:

My commission expires:	1} /8J:;?1

AVE MARIA STEWARDSHIP COMMUNITY DISTRICT

PROPOSED LANDSCAPE MAINTENANCE AGREEMENT

LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES AGREEMENT BY AND BETWEEN AVE MARIA STEWARDSHIP COMMUNITY DISTRICT
AND The Davey Tree Expert Company

THIS    AGREEMENT    ("Agreement")   is   made   and   entered  into   this	day of October	, 2018, by and between:

Ave Marfa Stewardship Community Distri,ct a local unit of special-purpose
government established pursuant to Chapter 2004-461, Laws of Florida, being situated in Collier County, Florida, and having offices at 2501A Burns Road, Palm Beach Gardens, Florida 33410 ("District" or the "Owner"); and

The Davey Tree Expert Compan a	Corporation

_ _ _

_ _ _

_	whose

address 1500 N. Mantua St., Kent, OH 44240
together with the District, the "Parties").

(the "Contractor" and,

RECITALS

WHEREAS, the District was established for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure, including but not limited to landscaping and irrigation; and

WHEREAS, the District has a need to retain an independent contractor to provide landscape and irrigation maintenance services for certain lands within and around the District; and

WHEREAS, Contractor submitted a proposal attached hereto as Exhibit A and incorporated herein by reference (the "Proposal"), and represents that it ts qualified to serve as a landscape and irrigation maintenance contractor and provide such services to the District.

Now, THEREFORE, in consideration of the mutual covenants contained in this Agreement, it is agreed that the Contractor is hereby retained, authorized, and instructed by the District to perform in accordance with the following covenants and conditions, which both the District and the Contractor have agreed upon:

I.     INCORPORATION OF RECITALS.  The recitals stated above are true and correct and by this reference are incorporated herein as a material part of this Agreement.

DESCRJPTION OF WORK AND SERVICES.

The District desires that the Contractor provide professional landscape and irrigation maintenance services within presently accepted standards. Upon all Parties executing this Agreement, the Contractor shall provide the District with the specific services as set forth in this Agreement.

While providing the services identified in this Agreement, the Contractor shall assign such staff as may be required, and such staffshall be responsible

for coordinatin, gexpediting, and controlling all aspects to assure
completion of the services.

The Contractor shall provide the specific professional services as shown in Paragraph 3 of this Agreement.

SCOPE OF LANDSCAPE AND lRRJGATION MAlNTENANCE SERVICES. The duties, obligations, and responsibilities of the Contractor are those described in the Service Specifications attached hereto at Exhibit A. Contractor shall solely be responsible for the means, manner and methods by which its duties, obligations and responsibilities are met to the satisfaction of the District.

MANNER OF CONTRACTOR'S PERFORMANCE. The Contractor agrees, as an independent contractor, to undertake work and/or perform or have performed such services as specified in this Agreement or any addendum executed by the Parties or in any authorized written work order by the District issued in connection with this Agreement and accepted by the Contractor. All work shall be performed in a neat and professional manner reasonably acceptable to the District and shall be in accordance with industry standards. The performance of all services by the Contractor under this Agreement and related to this Agreement shall conform to any written instructions issued by the District.

Should any work and/or services be required which are not specified in this Agreement or any addenda, but which are nevertheless necessary for the proper provision of services to the District, such work or services shall be fully performed by the Contractor as if described and delineated in this Agreement.

The Contractor agrees that the District shall not be liable for the payment of any work or services unless the District, through an authorized representative of the District, authorizes the Contractor, in writing, to perform such work.

The District shall designate in writing a person to act as the District's representative with respect to the services to be performed under this Agreement. The DistricCs representative shall have complete authority to transmit instructions, receive information, interpret and define the District's policies and decisions with respect to materials, equipment, elements, and systems pertinent to the Contractor's services.

The District hereby designates the District Manager, or a representative of the District Manager, to act as its representative. All references herein, or in the exhibits hereto, to "District Manager" shall mean the District Manager or his or her representative.

(2)	The Contractor agrees to meet with the District' s representative upon request at least one (1) time per month to walk the property to

discuss conditions, schedules, and items of concern regarding this Agreement.

In the event that time is lost due to heavy rains ("Rain Days"), the Contractor agrees to reschedule its employees and divjde their time accordingly to complete all scheduled services during the same week as any Rain Days. The Contractor shall provide services on Saturdays if needed to make up RainDays, but shall not provide services on Sundays.

Contractor shall use all due care to protect the property of the District, its residents. and landowners from damage. Contractor agrees to repair any damage resulting from Contractor's activities and work within twenty-four
(24) hours at Contractor' s expense.

Contractor shall provide unlimited service calls related to services provided pursuant to this Agreement.

If grass covered under the Services diesdue to insect infestation, Contractor will replace such grass at no additional cost to the Owner.

If a plant or tree dies from insect or disease damages while under the proposed program, Contractor shall replace with one that is reasonably available at no additional cost to Owner.

COMPENSATION; TE RM.

As compensation for services described in this Agreement, the District agrees to pay the Contractor twelve (12) monthly payments of Forty Seven' 111ousandSix Forty Six & 66/10OOollars ($  47,646.00     )  for an annual total of
FiveHundredSevemy0neThous311dScvenSixty  ($571,760.00 ).  Work shall  commence on  October 1, 2018, and end September 30, 2019, unless terminated  earlier in accordance with Section 13 below. At the end of the tenn set forth above, the District shall have the option, in its sole and absolute discretion, of extending the agreement for up to four additional one year (12 month) pe1iods.

At some point during the initial contract term, an additional area(s) of service could occur. These additional areas will be addressed through an amendment(s) reflective of similar pricing to the existing contract as reflected in Exhibit A. If similar pricing is not included on Exhibit A, the Contractor agrees to negotiate in good faith to undertake such additional work or services. Upon successful negotiations, the Parties shall agree in writing to an addendum, addenda, or change order(s) to this Agreement. The Contractor shall be compensated for such agreed additional work or services based upon a payment amount acceptable to the Parties and agreed to in writing.

The District may require, as a condition precedent to making any payment to theContractor, tbat all subcontractors,material men, suppliers or laborers be paid and require evidence, in the form of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors, material men, suppliers or laborers, and further require that the Contractor provide an Affidavit relating to the payment of said indebtedness. Further, the District shall have the right to require, as a condition precedent to making any payment, evidence from the Contractor, in a fonn satisfactory to the District, that any indebtedness of the Contractor, as to services to the District, hasbeen paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workmen's Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.

The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render monthly invoices to the District, in writing, which shall be delivered or mailed to the District by the fifth (5th) day of the next succeeding month. These monthly invoices are due and payable within thirty (30) days of receipt by the District. Each monthly invoice will include such supporting information as the District may reasonably require the Contractor to provide.

INSURANCE.

The Contractor or any subcontractor perfonning the work described in th.is Agreement shall maintain throughout the tenn of this Agreement the following insurance:

Worker's Compensation Insurance in accordance with the laws of the State ofFlorida.

Commercial General Liability Insurance covering the Contractor's legal liability for bodily injuries, with limits of not less than
$1,000,000 combined single limit bodily injury and property damage liability, with a liability general aggregate limit of
$5,000,000, and covering at least the following hazards:

Independent Contractors Coverage for bodily injury and property damage in connection with subcontractors' operation.

Employer's Liability Coverage with limits of at least $1,000,000 per accident or disease.

Automobile Liability Insurance for bodily injuries in limits of not less than $1,000,000 combined single limit bodily injury and for property damage, providing coverage for any accident arising out of or resulting from the operation, maintenance, or use by the Contractor of any owned, non-owned, or hired automobiles, trailers, or other equipment required to be licensed.

The District, its staff, consultants, agents and supervisors shall benamed as an additional insured for the operations of Contractor performed pursuant to the Agreement. The Contractor shall furnish the District with the Certificate of Insurance evidencing compliance with this requirement. No certificate shall be acceptable to the District unless it provides that any change or termination within the policy periods of the insurance coverage, as certified, shall not be effective within thirty (30) days of prior written notice to the District. Insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Best's Insurance Reports rating of at least A-Vil.

ff the Contractor fails to have secured and maintained the required insurance, the District has the right (without any obligation to do so, however), to securesuch required insurance in which event, the Contractor shall pay the cost for that required insurance and shall furnish, upon demand, all information that may be required in connection with the District's obtaining the required insurance.

INDEMNIFICATION.

Obligations under this section shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, forfeitures, back pay awards, court costs, arbitration and/or mediation costs, litigation expenses, attorney fees, and paralegal fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings) as ordered.

Contractor agrees to indemnify and hold harmless the District and its officers, agents and employees from any and all liability, claims, actions, suits or demands by any person, corporation or other entity for injuries, death, property damage or other damage of any nature, arising out of, or in connection with, the work to beperformed by Contractor. Contractor further agrees that nothing herein shall constitute or be construed as a waiver of the District's limitations on liability contained in section 768.28, Florida Statutes, or any other statute. Any subcontractor retained by the Contractor shall acknowledge in writing such subcontractor's acceptance of the terms of this Section 7.

COMPLIANCE WITH GOVERNMENTAL REGULATION. The Contractor shall keep, observe, and perform all requirements of app1icable local, State, and Federal laws, rules,

regulations, or ordinances. If the Contractor fails to notify the District in writing within five (5) days of the receipt of any notice, order, required to comply notice, or a report of a violation or an alleged violation, made by any local, State, or Federal governmental body or agency or subdivision thereof with respect to the services being rendered under this Agreement or any action of the Contractor or any of its agents, servants, employees, or material men, or with respect to terms, wages, hours, conditions of employment, safety appliances, or any other requirements applicable to provision of services, or fails to comply with any requirement of such agency within five (5) days after receipt of any such notice, order, request to comply notice, or report of a violation or an alleged violation, the District may terminate this Agreement, such termination to be effective upon the giving of notice of termination.

LIENSAND CLAIMS. The Contractor shall promptly and properly pay for all labor employed, materials purchased, and equipment hired by it to perform under this Agreement. The Contractor shall keep the District' s property free from any material men's or mechanic's liens and claims or notices in respect to such liens and claims, which arise by reason of the Contractor's performance under this Agreement, and the Contractor shall immediately discharge any such claim or lien. In the event that the Contractor does not pay or satisfy such claim or lien within three (3) business days after the filing ofnotice thereof, the District, in addition to any and all other remedies available under this Agreement, may tenninate this Agreement to be effective immediately upon the giving of notice of termination.

D EFAULT AND P ROTECTION AGAINST THIRD P ARTY INTERFERENCE. A default by either Party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of damages, injunctive relief, and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement shall limit or impair the District's right to protect its rights from interference by a third party to this Agreement.

CUSTOM AND USAGE. It is hereby agreed, any law, custom, or usage to the contrary notwithstanding, that the District shall have the right at all times to enforce the conditions and agreements contained in this Agreement in strict accordance with the tenns of this Agreement, notwithstanding any conduct or custom on the part of the District in refraining from so doing; and further, that the failure of the District at any time or times to strictly enforce its rights under this Agreement shall not be construed as having created a custom in any way or manner contrary to the specific conditions and agreements of this Agreement, or as having in any way modified or
waived the same.

T ERMINATION. The Contractor agrees that the District may terminate this Agreement immediately with cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days written notice of termination without cause. Contractor shall have the right to tenninate this Agreement upon sixty (60) days written notice to the District. Upon any termination of this Agreement, the Contractor shall be entitled to payment for all work and/or services rendered up until the effective termination of this Agreement, subject to whatever claims or offsets the District may have against the Contractor.

PERMITS AND LICENSES. All permits and licenses required by any governmental agency directly for the District shall be obtained and paid for by the District. All other permits or licenses necessary for the Contractor to perform under this Agreement shall be obtained and paid for by the Contractor.

ASSIGNMENT. Neither the District nor the Contractor may assign this Agreement without tbe prior written approval of the other.

INDEPENDENT CONTRACTOR STATUS. In all matters relating to this Agreement, the Contractor shall be acting as an independent contractor. Neither the Contractor nor employees of the Contractor, if thereare any, are employees of the District under the meaning or application of any Federal or State Unemployment or Insurance Laws or Old Age Laws or otherwise. The Contractor agrees to assume all liabilities or obligations imposed by any one or more of such laws with respect to employees of the Contractor, if any, in the performance of this Agreement. The Contractor shall not have any authority to assume or create any obligation, express or implied, on behalf of the District and the Contractor shall have no authority to represent the District as an agent, employee, or in any other capacity, unless otherwise set forth in this Agreement.

HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Agreement are for convenience only and shall neither control nor affect the meaning or construction of any of the provisions of this Agreement.

ENFORCEMENT OF AGREEMENT. In the event that either the District or the Contractor is required to enforce this Agreement by court proceedings or otherwise, then the prevailing party shall be entitled to recover all fees and costs incurred, including reason.able attorneys' fees, paralegal fees and costs for trial, alternative dispute resolution, or appellate proceedings.

A GREEMENT. Thisinstrument shall constitute the final and complete expression of this Agreement between the District and the Contractor relating to the subject matter of this Agreement. Should the provisions of Exhibit A conflict with the express terms ofthis Agreement, the terms of this Agreement shall supersede the terms of Exhibit A.
AMENDMENTS. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by the Parties.

AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and the Contractor, both the District and the Contractor have complied with all the requirements oflaw, and both the District and the Contractor have full power and authority to comply with the tenns and provisions of this instrument.

NOTICES. All notices, requests, consents and other communications under this Agreement ("Notices'') shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid, or overnight delivery service, to the Parties, as follows:

If  to the District:	Ave Maria Stewardship Community District

2501 Bums Road
Palm Beach Gardens, Florida 33410 Attn: District Manager

With a copy to:

If to the Contractor:

Hopping Green & Sams, P.A.
119 South Monroe Street, Suite 300
Tallahassee, Florida 32301 Attn: Jonathan T. Johnson

The Davey Tree Expert Company 1500 N. Mantua Street

Kent, Ohio44240 Attn:	Jason Bassler

Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day. If any time for giving Notice contained in this Agreement would otherwise expire on a non-business day, the Notice period shall be extended to the next succeeding business day. Saturdays, Sundays, and legal holidays recognized by the United States government shall not be regarded as business days. Counsel for the District and counsel for the Contractor may deliver Notice on behalf of the District and the Contractor. Any party or other person to whom Notices are to be sent or copied may notify the other parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five (5) days written notice to the parties and addressees set forth herein.

THIRD PARTY BENEFICIARIES. This Agreement is solely for the benefit of the District and the Contractor and no right or causeof action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and the Contractor and their respective
representatives, successors, and assigns.

CONTROLLING LAW; VENUE. This Agreement and the provisions contained in this Agreement shall be construed, interpreted, and controlled according to the laws of the State of Florida. Venue for any dispute shall be in a court of appropriate jurisdiction in Collier County, Florida.

EFFECTIVE D ATE,  This Agreement shall be effective on October I	20 18, and shall remain in effect until September 30, 2019, unless renewed or terminated in accordance with the provisions of this Agreement.

PUBLIC RECORDS. Contractor understands and agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and,

accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is Todd Wodraska ("Public Records Custodian"). Among other requirements and to the extent applicable by law, the Contractor shall I) keep and maintain public records required by the District to perform the service;
upon request by the Public Records Custodian, provide the District with the requested public
records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract tenn and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor's possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exemptor confidential and exemptfrom publicrecords disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT SPECIAL DISTRICT SERVICES, INC., 2501 BURNS ROAD, PALM BEACH GARDENS, FLORIDA 33410, (561) 630-4922, TWODRASKA@SDSINC.ORG.COM.

SEVERABlLITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

ARM'S LENGTH TRANSACTION. This Agreement has been negotiated fully between the Parties as an arm's length transaction. The Parties participated fully in the preparation of this Agreement with the assistance of their respective counseL 1n the case of a dispute concerning the interpretation of any provision of this Agreement, the parties are each deemed to have drafted, chosen, and selected the language, and any doubtful language will not be interpreted or construed against any party.
COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which when executed and delivered shall be an original; however, all such counterparts together shall constitute, but one and the. same instrument.

FORCE MAJEURE. Each party shall be excused from performance under this Agreement and shall have no liability to any other party for any period it is prevented from performing any of its obligations, in whole or in part, as a result of delay caused by the other party

or by an act of God, terrorism, civil disturbance, acts of the Government in either its sovereign or
contractual capacity, natural disasters, or any other condition beyond Contractor's control.

IN WITNESS WHEREOF, the parties execute this agreement the day and year first written
above.

ATTEST:	AVE MARIA STEWARDSHIP COMMUNITY DISTRICT

 	

Secretary/Assistant Secretary

By: _	_	_	_	_

Chairperson, Board of Supervisors

By: Its:

Exhibit A: ExhibitB: Exhibit C:

Scope of Services Contractor's Proposal Map

Exhibit A Scope of Services

Right of Ways of Roadways Right of Ways of Walkways

Medians
Ave Maria Blvd
Anthem Pkwy East of Ave Maria Blvd Pope John Paul fl Blvd
Oil WeU Berm (East & West side) Town Center:
Avila Avenue
Annunciation Circle Seton Street
Milano Street Roma Street Colby Street Torino Avenue

Ave Maria Park of Commerce:
Useppa Drive Merritt Lane Beckton Road

Lakes Park:
Lakes around the following streets
Ave Maria Blvd to Owens Way & Battle Creek Way Battlecreek Way and Milano St to Pope John Paul II Blvd Ironhorse Way and Milano St to Pope John Paul II Blvd

Itemize proposal for billing and informational purposes as follows:

Ave Maria Blvd Pope John Paul II Anthem Pkwy
Ave Maria Park of Commerce
Town Center Lakes Park Oil Well Berm

PageI45

TURF CARE:
ST AUGUSTINE/ ZOYSIA:
Six (6) applications of fertilizer in the months of January, March, May, July, September and November. Disease, insect and weed controls will also be treated six times a year in the above months an as need throughout the year. All twf, shrubs, ornamentals and groundcovers will be monitored for pests, disease and nutrient problems with positive findings being reported.

Mowing of all St augustine turf areas one time per week during the months of March
-November. Once every other week during the months of December- February (46 MOWS). The height of the cut will be set at approximately four inches. Bahia Turf will be Mowed as needed but not less than 40 times per year at 3½ inches.

Edging of all sidewalks , curbs , pathways and other paved surfaces one time per week during the months of March - November, and once every other week during the months of December - February. Edging is to be Defined as outlining and/or removing turf from the above-mentioned borders by use of a mechanical edger, also debris removed by a gas blower.

Trimming around obstacles within finished turf areas will be completed monthly by use of chemicals, a string trimmer or other mechanical means.

Supp1emental insect applications will be provided in addition to our normal preventive program as needed to provide control. ANT CONTROL WILL BE INCLUDED IN THESE SERVTCES.

Daily weeding by hand in all beds.

ST. AUGUSTINE AND PLANT BEDS

MONTH
January:

March:

May:

July:

September:

APPLICATION
Fertilizer, insect and weed controls. Disease will be treated as needed throughout the year including pre-emergent weed control app)jcations each spring.
Fertilizer, insect and weed controls. Disease will be treated as needed throughout the year including pre-emergent weed control applications each spring.
Fertilizer, insect and weed controls. Disease will be treated as needed throughout the year including pre-emergent weed control applications each spring.
Fertilizer, insect and weed controls. Disease will be treated as needed
throughout the year including pre-emergent weed control applications
each spring.
Fertilizer, insect and weed controls. Disease will be treated as needed throughout the year including pre-emergent weed control applications each spring.

November:		Fertilizer, insect and weed controls. Disease will be treated as needed throughout the year including pre-emergent weed control applications each spring.

TREE/SHRUB/PALM CARE:
Three (3) applications of fertilizer in March, July, and November. Disease and insect controls are monitored monthly and treated as necessary.

Detailing of planted areas will be performed in a sectional method with the frequency of rotation being dependent upon the desired appearance. The detailing process will include trimming, pruning and shaping of all shrubbery, ornamentals and
groundcover 1 removal of tree suckers as well as the defining of bed lines, tree saucers,
and the removal of unwanted vegetation. The frequency established to completely detail the entire property is once every 4-6 weeks.

All services will be backed with unlimited service calls at no additional charge. (48 hr response time)

TREE/SHRUB CARE PROGRAM:

MONTH:
March: April: July: August November: December:

APPLICATION:
Fertilize all plant material and check and treat for insects and disease. Spot Treat for insects., Disease and fertilize as needed.
Fertilize all plant material and check and treat for insects and disease. Spot Treat for insects, Disease and fertilize as needed.
Fertilize all plant material and check and treat for insects and disease. Spot Treat for insects, Disease and fertilize as needed..

ANT CONTROL WILL BE INCLUDED IN THESE SERVICES

Proposals will include all fertility requirements and any insect/disease problems on all-existing shrubs and palms, as well as all newly installed shrubs, trees, and palms.

PALM /TREE TRIMMING:
Palms up to fifteen feet will be trimmed during the monthly detailing or as needed. Palms over fifteen feet will be an additional charge and a separate proposal will be given at the time of the request.

Trees in pedestrian walkway areas will have a clearance maintained up to seven feet in height. Trees along roadways, entrances and driveways will have a clearance maintained up to fifteen feet in height.
Palm trees up to FIFTEEN feet will be trimmed of excess fronds and cleaned of unwanted seed pods and debris during the sectional rotation and palms out of rotation with unwanted. fron ds, pods will be trimmed as needed. Trimming of palm trees exceeding fifteen feet will be included as a special service at an additional cost.

Sidewalks, curbs and other paved surfaces adjacent to turf and/or other landscaped elements will be kept clean of unwanted landscape debris by the use of forced air machinery.

IRRIGATION MAINTENANCE SERVICE:
Irrigation will be serviced monthly
The monitoring, cleaning, and adjustment of all irrigation system components on the property are to be included.

The proposal will state that the Contractor will perform the following services once each month, twelve times per year, for the duration of the contract and will include the following language.
Activate each zone of the existing system.
Visually check for and report any damaged heads or ones needing repair. Clean or adjust any heads not functioning properly.
Report any valve or valve box that may be damaged in any way. Leave areas in which repairs or adjustments are made free of debris.
Adjust controller to the watering needs as dictated by weather conditions. Repairs that become necessary, that are over and above routine maintenance will be doneon a time and material basis. Service calls required between scheduled visits will be billed on a time and material basis.
In order to expedite minor repairs, Contractor is authorized to perform
$300.00 worth of repairs without prior approval.
Any repairs which will exceed the above authorized amount, must have written approval
Prior to the commencement of any work. Written estimates will be provided for
approval

STORM CLEANUP:
Clean up and removal of storm damage debris, fallen trees, tree limbs, or other excessive debris from trees SHOULD BE QUOTED IN THE PROPOSAL AS ADDITIONAL SERVICE. Do not include the price in the proposal total but include the basis for how storm cleanup would be charged and what the charge would be.

WARRANTY:
Proposal to include the following language.
To include that all services are backed with unlimited service calls at no additional charge. (48 hr response time)
If the grass covered under this turf care program dies due to insect infestation, the
affected grass will be replaced at no charge to the Owner.
If a plant or tree dies from insect or disease damages while under the proposed program, it will be replaced with one that is reasonably available.
Damage resulting from crews working on property (e.g. mower and edger cuts) will be repaired at no charge.

EXHIBITB
AVE MARIA STEWARDSHI.P COMMUNITY DISTRICT LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES MAINTENANCE
REQUEST FOR PROPOSALS

Having carefully examined the specifications, agreement for services and having thoroughly inspected said property, the undersigned proposes to furnish all labor, materials and proper equipment for the entire scope of work, in accordance with said specifications, for the sum of:
PARTl

Total General Weekly Services (mowing, edging & trimming, pruning, weed control, stakes and guying, soil testing)
$  495,570.00	Yr. Includes:

$	239,230.00		Ave Maria Blvd.	
$	86,000.00		Pope John Paul II	
$	71,800.00	Anthem Pkwy	
$	22,000.00		Ave Maria Park of Commerce	
$	22,000.00		Town Center	
$	42,000.00	akes Park	
$	12,540.00	Oil Well Berm	

Page I50

one should be included in your general landscape bid price but the District wants an estimate for this portion and reserves the right to remove it from the bid p1ice)
$  35.00	/application Hand Watering
$ 35.00 /hr. for employee with hand-held hose
$ 55.00 /hr. for water truck/tanker

These prices are informational only and NOT to be included in General Landscape Main.tenance Cost

(this

Please provide your charge associated with trash removal as detailed in Part 1 (7) $35.00

- Freeze Protection (description of ability) Supply labor and material to cover plants that are susceptib1e to freeze da.rnage. Approximately 25 employees are in the area and are available to
 cover p_lants if needed.	

_

$ 	

$	

_,,.
A	s

- g

Storm Cleanup$ 85.00 /hr. (£120.00 an hour for out of state personnel)

Pagel51

PART2
Fertilization   (All labor and materials)	$   46.650.00	Yr.

--	Floratam turf area	, I	
MONTH'
I	FORMULA	APPUCATION RATE (LBS. N/1000 SF)	TOTAL POUNDS PRODUCT TO BE APPLIED	COST PER APPLICATION	
Jan	20-0-10 w/ Atrazme	1	6,300	$5,240.00	
Mar&Nm	18-0-8 w/D1mens10n	]	6,300		$5,240.00	I	
May		13-2-13 w/.069 % Talsta·		l				oJUO	$5,240 .00-	
July & Sepjt Talstar 1oz plus Micro-l'v	I X		0				150 	$5 ,24 (r.()0
.		
Zoysia turf areas		
MONTH	FORMULA	APPLICATIONRATE (LBS. N/1000 SF)
I	TGIAL POUNUS PRODUCT TO BEi
APPLIED	c vs·1 PEK
APPLICAT1O		
Jan&Nov	Heritage			0	-		-	•-		-	3	-		$400.00		
Mar& Oct	18 -0-18 w/ Dimension			1		-			TSO	$40CT.00		
Nlay	--		Ta lstar plus Micro-Mix I	o	-	-		3			$400.00		
July		-	o--o-SU(plus M1cro-M1x	'		]		-			150	$4-00.00		

(Include any and all  turf pesticide/herbicide mixtures  you intend to use throughout the year)

-

I

-

'	Trees, shrubs & ground cover	
MONTH	FORMULA	APPLICATION RATE (LBS. N/1000 SF)	TOTACP-ODNDS PRODUCT TO BE
APPLIED	COST PER
APPLICATION	
January	0-0-24 KSF	0	3,000	-		$1, 13"5 00	
March	-	0-0 24 no KSF			.-	u		3,000	$1;135.00-	
Mav	15-0-15 Arbor Green plus B	1	3,000		-	$1,135 .00	
.Julv	0-0-24 no KSF	0	3,000	$1,135.00	
September		0-0 24 no KSF	-	I		o	I	3,000	T	$1,135 .00	

-	1t needed)

I-

-	-

November

MONTH

-"March  --
Julv November	15-0-15

FORMULA

15 -0-:'15 w/ ArDm· Green 15-0-15 w/ Arbor GreenI
15-0-15 w/ Arbor·Green-	r	- -  -	-	-
I
I
Palms APPLICATION RATE
(LBS. /PALM)

5
5
5	- 3 UUU

TOT AL-POUNDS PRODUCT TO BE APPLIED
1,500
1,500
-·	l ,500	$1,135 .00

COST PER APPLICATION

$2,000.00
:t>L;000.00
$2,000.00	
I	l	-P	t u s~B-	o·n all.	
The totals in the "Cost per application" column should equal your Total Fertilization Cost for the year.

Page I52

PART3

Pest, Imported Pest, Insect & Disease Control  (All labor and materials)$ 25,000.00	Yr.
(if entire pesticide allowance is required) *

This is an allowance for treatments of trees, ornamentals, groundcovers, etc. and shou ld include only those pesticides/herbicides not already included -in the turf fertilizer section. This dollar amount will not be equally divided amongst the monthly invoices. The portion of the allowance used on any particular event shall be billed the month after services are rendered.
Contractor shall continue to be responsible for the eradication/control of all weeds, pests and diseases after the allowance listed above has been exhausted.

The District reserves the 1·ight to subcontl'act out any and all OTC Injection events.

Page f 53

PART4

Irrigation (All labor and materials)	$	29,540.00	/Yr.
irrigation will be serviced monthly
The rnonitorin& cleaning, and adjustment of all irrigation system components on the property are to be included.

The proposal will state that the Contractor will perform the following services once each mouth, twelve times per year, for the duratio11of the contract and will include the following language.
Activate each zone of the existing system.
Visually check for and report any damaged heads or ones needing repafr. Clean or adjust any heads not functioning properly.
Report any valve or valve box that may be damaged in any way. Leave areas in which repairs or adjustments are made free of debris.
Adjust controller to the watering needs as dictated by weather conditions. Repairs that become necessary, that are over and above routine maintenance will be done on a time and material basis. Service calls required between scheduled visits will be billed on a time and material basis.
In order to expedite minor repairs, Contractor is authorized to perf01m
$300.00 worth of repairs without prior approval.
Any repairs which will exceed the above authorized amount, must have written approval
Prior to the commencement of any work. Written estimates will be provided for
approval

Contractor shall provide a list of additional charges and p1icing for such items other than routine maintenance as a separate price from this bid.
4" Pop Ups -  _$3   611  Rainbird Pop  Ups -  $7.50.  611  Toro Pop Ups-  $12.50.  12"  Rainbird
Pop Ups - $ 12.00.  J2" Toro Pop Ups - Sl 6.00. 4" Rotor - $12.00.  Nozzles - $2.00.	. Bubbler - $2.00. Wirenuts - $3.50. Poly Raisers - $1 .00. Nipple - $7.00. Slipfix 1/2"-4" -
$6,00-$75.00. Couplings 1/2"-4" - $0.50-$8.00. Pipe - 1/2"-4" - $0.50-$8.00. Bushings 1/2"-3" - $0.50-$6.00. Ell 90 1/2"-4" - $1.00-$16.00. T's/Head T's 1/2"-3" - $0.50-$15.00 Caps 1/2" -2 1/2'' - $0.50-$4.00.

/hr. (i.e. broken mainlines,

After hours emergency service hourly rnte $ 55.00 pump & wells, etc.)

$	55·00 h1· /a1mlicatio11 (do not include in Irrigation Total or Grmd Total)

Freeze Protection (description of ability) We rent a compressor and blow out water from piping if needed. We have 5 irrigation techs in the area that will
   assist with labor if needed.	

GRAND TOTAL (PARTS 1, 2, 3. & 4) -This iswhat contract will be written for)

$	571,760.00

FIRST ANNUAL RENEWAL	/Yr.	

$ 583,195.00	

/Yr.		

SECOND ANNUAL RENEWAL		
$ 583,195.00		
/Yr.	

THlRD ANNUAL RENEWAL		
$ 594,859.00		
/Yr.	

FOURTH ANNUAL RENEWAL		
$	594,859.00		
/Yr.	

Contractor/Finn Name The Davey Tree Expert Company Firm Address	1500 N. Mantua Street

City/State/Zip	Kent, Ohio 44240

Phone Number   (330)673-9511	Fax Number t330)673-0702

Name and Title of Representative Jason Bassler, Southern RegionaJ Manager

L	.

(  Ple  aseP
Representative's{ gnaM e

-1=2 .	 	

Date	8/tb	dOIB	t?'

ADDENDA- Bidder acknowledges the receipt of Addendum No.'s

1.	3.

4.	-.

- - - -

Dated this	\  b -	day of	tWG\A',>\	, 2018

EXHIBITC
DISTRICT MAP

Page I 56

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Ave Maria

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TOWN OF AVE MARIA ADDRESSING MAP
 	,..,	

r,.,.
0	0	UPDATED . MARCl-t 1, 2018

. PEET

A	B	C	D

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PENINS !A ENGINEER! -

AVE MARIA STEWARDSHIP COMMUNITY DISTRICT
5076 Annunciation Circle, Suite 103 Ave Maria, Florida 34142

Addendum No. 1 to the
Ave Maria Stewardship Community District
Request for Proposals Landscape and Irrigation Maintenance Services

TO:

CC:

FROM: DATE:

Prospective Bidders

Todd Wodraska, Dis trict Manager Jonathan T. Johnson, District Counsel Alyssa Willson, District Counsel

Luisa Rosales, First Service Residential August 6, 2018

This Addendum pertains to the Ave Maria Stewardship Community District ("District") Project Manual for Landscape and Irrigation Maintenance Services:

SeaJed proposals most be received no later than Fridav, August 17, 2018 at 9:00 AM EST at 5076 Annunciation Circle, Suite 103, Ave Maria, Florida 34142.

Proposals will be opened at a public meeting on Friday, August 17, 2018 at 9:00 AM EST at 5076 Annunciation Circle, Suite 103, Ave Maria, Florida 34142.

In addition, this Addendum pertains to suppleme ntal info1mation necessary for the Landscape and Irrigation Maintenance Services. See informatio n attached hereto and made a patt hereof as Exhibit A.

Any Proposer wishing to protest any or all of the matters contained or addressed in this addendum shall file a notice of protest with the District Manager, SpeciaJ District Services, Inc., 2501A Burns Road, Palm Beach Gardens, Fl.orid a 33410 Attention: Todd Wodraska, in writing within seventy-two (72) hours (excluding Saturdays, Sundays, and state holidays) after receipt of this addendum. A formal written protest adequately detailing with particularity the facts and Jaw upon which the protest is based shall be filed within seven (7) calendar days after the notice of protest is filed.  Failure to timely file a written notice of protest or failure to timely file a formal written protest shall constitute a waiver of any right to object or protest with respect to this addendum.

EXHIBIT A

C HANGES TO THEPROJECT MANUAL

SECTION 21. G. shall be replaced with the below:

Completed proposal pricing. All responses must itemize the cost for each of the items described in the Project Manual and break out all costs, such as the number of mowings by month, dollar value by event, etc.

Exhibit A. Add:

Berms must be mowed around and over the berms to the edge of the water at the following locations:
Milano Street and Ave Maria Boulevatd
Ave Maria Boulevard before Del Webb
Anthem Parkway and Roma Street.

Exhibit B. Part 1.

Include proposals for berm mowing at:
Milano Street and Ave Maria Boulevard
Ave Maria Boulevard before Del Webb
Anthem Parkway and Roma Street.

Remove the Mulch ing and Annuals proposal lines.

IN R ESPONSE TO QUESTIONS

Irrigation parts are supplied by the Distr ict, not the proposer.

Proposers are encouraged to provide any experience with special districts, community development districts or similar experience for the Board's consideration.

2

EXHIBIT "A"

NAME OF ENTITY	LENGTH OF CONTRACT	CURRENT CLIENT

Arnold Air Force Base	7 Years	Yes Military Family Housing

Keesler Air Force Base	7 Years	Yes Military Family Housing

Shaw Air Force Base	7 Years	Yes Military Family Housing

Joint Base Charleston, SC	7 Years	Yes Military Family Housing

Malmstrom Air Force Base	6 Years	Yes Group Housing

Kings Bay Military Family Housing	5 Years	Yes

Jacksonville Military Family Housing	5 Years	Yes

Balfour Beatty Communities,	5 Years	Yes NAS Pensacola Military Family Housing

Westchase COD	4 Years	Yes

Balfour Beatty Communities,	3 Years	Yes NCBC Gulfport Military Family Housing

Hunt Companies -	2 Years	Yes Ohana Military Communities

Babcock Ranch HOA	2 Years	Yes

Babcock Ranch ISO	2 Years	Yes

US Air Force Academy Housing,	1 Year	Yes Colorado Springs, CO

Balfour Beatty Communities,	1 Year	Yes Fairchild AFB Military Family Housing

LisrofFioan fafStat .mcnts,an 1linanciaSl ta\Cm ms Sch dul	Extirliit " "
Tf.tE DAVEY TRE EXPERT COMPANY
' CONSOLID ATED BALANCE.SHEETS
(In tho sands. exceP.t p r sh- re-dolfa.r B[!IO ;ts}

As ets
Current asSC!S.:

 	·December.3"1,	
iot7	20\6,

Cash
Accounts r i::eivable, net• Opera i_ng supplies Prepaid expenses Other_1;urrent assets
Tot I C!!rrent.a sets Prop rty and'equtpmel)t:.
L an·o a_ndland improvements
Building antl leasehold improvements
. Equipi;ncnt. ess.accumulated.t!ep.reciation
Other.assets

.s,

13,,1"2} . _$	9,006
168,6,71	- 146, 134
10;069	'7.277
J-S;8 93	14,493
 		1,;37I	l.86;3; 209,!'25		1178 773

1'8;'21S	'16,2(53:
4o;jss	37.6'7&
   ·-ss1. ;36	534 ,7 11.
'616;0).6	5  8.6 0_
     412,853	409,214 •
19 3", 1 83	1nA36
291156	3_"1';'{ . 4

lqen1ified jn ngible asset.s11r1d go oawill,_net

 	41,67f	34,376
 s	.473,-135     $	423 ;932_· 

Liabilitiesan-d jllareh_nlders' equity
Gµrrenf,Iiab11ities:		
_S hort-term debt	$	f6;315	:$	16,701	
' Curr_entportionof.capital leases	65.i		170.	
Acco:ums payable	451 09		4_1,283'	
A_ccrued expe ns.es	42; f6		F,!>5?	
- .Self iiisuranec.accruals	 	z3;1s2		23,092 :	
Total ,c"urr er\t liahilifies	_ 128, tiS?	I r&;9_05	
Long-term debt	105,469	72,194	
Senior·unsecLired.notes	"fi,882	IT,923 -	
Capital leases­	l, 59	2,173	
Self-nisuranc·e accruals	43;912	11?.-146';	

Other liabilitjes

R _deeiTiablecorn·rr,o_n"shares related,to -{0.1 KSO, P    d Employ-e St_oel-.Own,ers"riip Pll!tl (ESOP;)
, 6;467. and 7.,057s hares·,a t ede mJ)tion..yalue as of Deccmber_3 1, 20·17.·ar.q 2016

 	t: .966	20,819 
311,7 5-	211,76

123,S 0.	124,20)

Comm'Cin shareholders' equ,ity*
Corrunon.sha1es,,$L.OO parvali.ie,  per shc1re;.48,Q09  s har;t:s. a U:thotized; Jp_,447 and 3"518  7
shar.esi_ss \lcdana outstandirig.- efore".1reasuryshares and wnich'.excl  udesi5,46Tand 7,05?
li.h!lrCS s ubj ct.ro.recjempti<in	of Dete'mb'er3. L 20I?"and 20 I6"	-
Additional:P.aid-in capita.I Common·sha.rsc.usbscr-ibed R.etain.ed eamin'gs·
Acpumulated other comprehenisve.loss·

Les :- osl"ofCommonsh,ar.es held.in treasui:)i; I 8 ; 6"93 shares ia·10 J7 and 17..9, 91 in 2,0 16
on,nion shares:;ubscription r ceivable

36;447	35/sS7
5.8.;'5,54	41,626
7;519-	,209.
(43,  5	!33',951
(8,393) 	(12,162)
237,972-	- 201. m
198;321	176,530
_ 1;775 	2/}73'

37;870 	-27,978 

*Pr_ior period has' been:adjtisted for thc' tWo-for-6ne.stock·spli(­
See .f!Ofes ro.COIJs.o /idare_d fl11°'nciaf stam11e111: s

.$·

,473 ,/ 35	$	423.939

fs3

Lisi of f.inanciiil Statemcnis.andl'1nsncial·S1a1cnicti1s.ScHcilul·cs
Exhibit'.' B"

e,v nues
.Costsario.e penses:

THE DA-VEY TREE EXPERT"COMPAN\-'.
CONSOLIDATED STA"fE-MF.NTS OF OP.ERt\Tl0NS
(In ihousa'nds,exeep: r per'sbare.-do llar·ain6unis)
Y _ar E ded De_ce n;i e_r::u ;

2017 ,	2016
$·	915,9,58  -$·	845,67 $

2015
82_1;904

Qperating
Selling		S.8,7,333
167,93 4	"511,11  486
1-52 ,[ p6°	528,899
14.4,-234	
General.and.adfninistrativ.e	64,589	_6! ,789	59,:798	
Depreciatipn	50;702'.	47 ,284	'44,677	
Ainortization of intangible assets	2£38<!	2;306	2,21.4	
Gain on sale of asset5:, net	0 .,989, }	(4 ; 664)	(2,026)	
	8_6.9. _55.	00,307	777,79'6	
1_1.come from o_perations	·
Othef'incom (expens·e):	47,005	45,37 t	44;10.8	
Interest xpense·		(1;8 )	(4139.3)	{3, 55)	
Interest,incoriie		292-	255	249	
qther		(.4,4-17)	(3;989)	(5;744 )	
ln<;o me: befor.e in ,;:o me taxes		31;994	3·7,244	35,258	
Income taxes		15;874	14;9'60	15,460	

Net income.	
$.	
"22,120	
$	2_2,284	
$	2),798	

S hare.data:"'
Earni  gs,-p·er s hal:e_-  ba·s_ic

 s	.8-7- $

.85    S	.8, •1

Earoirtgs p r-.sha re-•tliluted

Weighted-av	ge-s haresou_tstanding:*	·
B asic

.Ji	

===.=8=3:'.=:$=

.2 ,557

.82	$	..i&
---:•=    =    =    =   = 

-  26;2  q	26;91,i

C?llurcct

ZCi,6.97

27,2-47	27,95j

Divi4   s declar r,f  per share	s	.iO!}   $	. 100   $	. 100

P.riQr p erto.i:l .aqj ste·d fQ,t; the two-for-on s ock SRlit·
See notes ioco'nsolidaredfinancial statemenl,s

F-4

........ ·- •"---·-•"··-	-	-	-	-	-	-	-	-	-	-	-	-	-

Liwof Fin 11u1al•Sia1c mcn1saud fi naiid,il

1a1cri1c,1nS Sc hcdutcs

.E'xlµbit " B'

TijE DAVEY TREE> J;XPE T'COMPANY
GONSOLIDATED ST TEM ENTS·OF COMPREHENSJVE lNCOME
(Irr-thousand
Year Ended Oeceni bet'31,

:20 l 7	20J6	2QJ5

N'et income
Olt,.ercom  prehensiveJncom.(le<'iss) , net of'tax:·

s	"22,120  $	22;2'84 -s·

21,79

fore gn CL\rrency.•tra  nsl.11:tionag.justm nts gains/(losses)
Defined ben_ent pension·plans·: Net{loss}/ ain,arising-durin,g·ttie·ye1·1r
Reclassification toresults of operation:s
Atnornzatf6il of defined benefit pension items;
Net actu;i iai IQsS
Priorseryic,e C\) l

2,195	744	.(5; 093)
(1,28 _6)	(  l ,2  1-9.)	316

2;s22·	1,912	2, 86_3

--

38  _ 	f205).	31
2,8 0	1,7_07.	2,,896

Defined J,ene'fi't pensio'nplanadjustments	1,$7		488	3,22'2	
Tot J1'l ot her.c(?111prehe nsive income(io.ssj, net j)f tax	-3,769		
1 ;232	.	
(l ,_871)	

c o·rripretiensive iri<:ome	
$	i?,889		
$	23, 'l.6: · .	
19,927	

$1.!e· notes	10 consqlt  da,tedjina1cfrl  s1atefl1 'nts,					

_

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_F-

Exhib it "C"

State of Florida
Department of State

1certify from the records of this office that THE DAVEY TREE EXPERT COMPANY is an Ohio corporation authorized to transact business  in  the State of Florida, qualified on October 31. 1922.

The document number of this corporation is 801672.

I further certify that said corporation has paid all fees due this office through December 31, 2018, that its most recent annual report/unffonn business report was filed on January 2, 2018 and that its status is active.

I further certify that said corporation has not filed a Certificate of Withdrawal.

Gb1e11 under my lumd llll(/ the Great Seal of the St11te of Floriflt1 ttf Tallalutssee, the C"pltal, this the T111e11tietlt day of April, 2018

l(.e,..0
Secretary of State

Tracking Number: CU60737S0946

To authenticate this certificate,visit the following site,enter this number, and then follow the instructions displayed,

https://services.sunbiz.org/Filings/CerliticateOIStatus/CertificateAuthentication

Certificate of Completion
Roger L. Echols

Has Completed a Florida Department of Transportation Approved Temporary Traffic Control (TTC) Intermediate Course.

02/23/2022	125	Michael J. Stone	37068
Date Expires	FOOT Provider -JI	Instructor	Certificate #

m
:>:<r
er
;::;:
C

FLORIDA  ASSOCIATION
OFSAFETY   COUNCILi

Florida Association of Safety Councils
State of Florida   Local Safety Councils, fascsafety.org
nfsctal@embarqma.icl om

FOOT\)
For more information about Temporary Traffic Control (TTC) or to verify this certificate
www.motadmin.com

Exhibit "E"

THE DAVEY 'TREE EXPERT COMP.AN,£ and U S.SUBSIDl.ARlES
BACKGROUND CH. ECKPROCEDURE

Note; As parfofilie ailiiii11isii:,if.1w1 services jeep(Jic{by subsidipr-1es of The-DaveyTI:ee Expen .Coinpanv..(  'IJ,a eyt'), Davey personnefwilf  pc1fonn the adm1nislr'atM1i un'ctio12 of conch1ciiit bac	ound:cli?c -'i /qi' tho e'S?lQ. id[w:ie,'i:e'lec,tin.g to j, form b ckground checks. AU htck rol.(Yld c"hecks pe1:fbr,medjpi•sub sidiarie.·w\·m folla:w this pro'cedul'e,
A:s·a c.0mpanyprnvidin_g secv, ices to residei1ttal homeowners, government.entities·, commerefal bt1si11esses, public utinty c:oinpanies.a'rto oth rs,.andgiven the nat_ureofthese duti and tne·wo_rk invcMed,-the Company lias ident-rfied a legitimate tiusiness inter st·in implemef1t'ing policies tbat help protediis employees, cµstom rs and.thegerteial public fi:om a,dv.erse c on.sequences.an.itdself from Je·gal t laim, s Telatedto, aniong oilier things,
fte ligent .hir1n_g, ,  ne  ligent rete.ntion:and negl1 ent   upen'.ision qjairns,

ln fu.rthei:anee:ot::th se goafs, the co·mpany- hasidentified a n ea to exereise certain
pr9 dure.s in its hiring ptaoti s. To that-en•d .-it is the poifo) ·of -tlte Compll,ny that background cliecks will he performed oh all new and "renired.eni.ployeesor as manoared. py <.;oti!r'  actua:oI r leg!3-l t:equh' men1 .  The background <check.will in.chide.a social security. number v rificaclon a_nd, a c rimin'al records check c,o, ering at least the ·last fa ie y,ears, or as pern1itted by ;ipplicable:law onegufat on!

Afte\"'t he employee s igns'the Fait Credit Reporting:Act disclosure form incJudea ,as p,aq oft   e;.lii;ing package tlil{uman Res0uro neparnneni ('HR") will submit tne ·r  quic1el information fat a bacl gro.und check. Baekgcound checl.;s may _b.e conducted by authorized th d parties-or tondu cted.internally.

UQ6n eceipt of'tlie o.a:ckgrollnd·ch qk, HR will r yiew a.11 backgro11mt c Q·e k results. If anx fl(iv rs ol' alert.findJng·is·not,e,dHR will forwar-d the backgroimd 1;hcck attii applfoation to th'e-1:.el al De r t,Jent ot it's designee C'Legal") f'.ot review.
t..es l wiil' review and-attempt to ,   co n c.ile  any  ·social s:ecuc-i't)' ,,umber diatc r!',    ncy .
If tlie.emp.loye-e's soci?l s.-ecurity 11umoor was·issueqin tl'ie,state wher.e th.e emplo!><'ee r_esii:Jesi _was is.5u d atounif he employ.e·e ;s  bi rth·year-and the employee_is young(18-20),
-and there are o·o.otneranornaliet;.ofl i iscr.epan cies, the social°sec1,1J:ity number will be
nsiderec;i V41.id,
lf1li.e di'sc re_pancy carlnot be ; eco!1ciled, the 6oq p ny wilrfQllow the gtiide-Jin·e
estaoli	1ted,qnder th e·fedei al-E Verify progi:am or other appli<.a ble,federaf ·progra.ms or­
.guidelin, eso,r.a  ny:Suc-cessor j:>t'og1·an1 ito resol,ve the·.discre'pancy. Putsuanr t6 federal guid lines,.HR willsen9 letter-to the emplo:yee adv.ising:thotthe-employee ha:s nio ty
{90) days io:reso.lv.e the dj c.r panc.y..  If'tlie discrepancy-is not resolved; HR will send a letter lO the employee dv inKth,at the einp,loyee has three O)d y co re olve tl:i.e discrepancy. If he discr p_ancy is not resolved.,the employee wiltbe ter-minated. Should

' E xh i bit   II E"

the lawor r gtilatio -s r la , j:'t EN ri f-y 9r qttier·app.1lc13bJe:fed_er l prnce\i4res b¢
ar-n "d d o .ctan J, tflfap91i¢y. wfliauto1naticalfy-6e deemed_a1pend e? tp.reflect·and
iJlc6rpo ta·thos ao'ieo'dmt .nts or change .
l: gal.\vl!l.teYiew.:Cti rrittJal ·h_i t• t:Y- suhs. After te v.ie w,.0i1a case IJ:y;:1: e. basis,"the th11owlngy,ill generally restflt in  n  e·mploY.e. el:iei g-pl	·o.ti lit)paid  l.l PeJ.1siQ1:1: pending _a comP.let - inyesfiRati '1qf tJ1 ·b.ac;kgroµn9 c_h ckre"5ull>

fa.lsifica,tior1- ofiµe"empJqyJl_le nt appl,i   .tkm;:•
t . -an'].fefonyw· ithin·the'fast.five years;
3,.  a'felo;:iY. comb.inQdw   rth-s.ubs1antl,La1:nb deme;morsin th. e lastfive y.e·ars;
4.  a. felony jnvol'y1rl"g a -sef.iott's_s .r!iJleag_ai si:anothcrP,·rsori.includlng_b	n<?t
.limited t9 rape;1ii"utd  r;'\• hicglafho11:ri'citie,.-9"i:.as-  ult.with.a·deadly. weapon;
$... 'J•es_ister -d }ls,a 'i idlept o·r·a sex<: pc·sexuallyorienf d offonde,..	··

.f:any  mI?lqyf!e is.lae r# fiedfQr· u pension·H_ R wifl send.the·e ployee "Jetter outli"!)ing,
theslispension'•a n-dthe.resut   of be baakgl·oun. cd e k. .}:iR:w_ ilJ i n tmct the.,empl.oye  ' S' sup r-vJ;ior oi• m nager-.to.pl¥ e·i-lie mplo1. e:.on1.u aid·sti&pen ion pendibg .a comj>le e investigation.
After,the¢ rt1p.!P,y  e·h s beep··placec:j 0(1S_USP. ns[on,,fh-e eg,ploye¢wi"i_i hav,e:  iijht(  ).days
to  coi, aci L galf r diSQ\!S- Stl)e,b.ackgtQuird checR suft.  Faflute-o:t"the·er:nplqy.ee id  ·
.con  c;t L .  g l :withinth.e,eig bt,.da)·'period•wm resu lt in• etrnl    tio1( of. .ui°p.lq ym,eqei;it. the
end·of ,he eig ht;d Y,-·susp'ension, i d pp aI"period:

Jf the,einpl yee c nt;riott L. gal to appe.rl dg: suspel1S)on,-l;egal.vili	rmihe, ha ed on
mployee-por_v_idea inform tion and te9cm-:lsif h ba kgrouJ)d ,cBeclc L'eSUlt isac  lit'afe,
rfit   is·deter.mined-t  aH.he ba  greu,ncfc ec;.k r Sl.llt:isnot-'acturakand that:th  empj0y  e.
db- s.noi hav.e.,a:.'=rfminal aclqJrOUI) . tpe-em JQ ,e. e \Viilbe.'rei11 tate·d as 6u'tline.d bel W-.
If lr:isdeteJmm·ed)harthe bt(oKgrou d c_h ck Te.sutt::is accurate  n:d t hc·e111pioey.ef?)sified
lrist.her appHcatfon, the-·e mpioyech v HLb e·.fo.rminated but-will not be,co!i,s1qe rM a·dq_h9rr
r hi.• .
1f'it is 4ete ine<f  that:the'ba9  grqun_g ch  c,k  r.es ult is.  pcu •r .t.hcren'lplo;1ee ma:fpr   enl evidence·o f re s'o.n  \ vhy the <;;omP. t•l.Y"should c·o.nsi_derr (urni·lrg'_tli  empfoyee.,,fow	i;:irk_
.sp-i_et.thecti i 1 1.	s  r.y;, ?   th1: Pord, wiJI_b_ .c  nsfgeceicp:na   as  - by: ca_s    ha.sis.  '.fhe
foJ!pwJrig• is a: pon•   cju_s iv.e-list otf  iictors..fdr.the Cbmpany considedn the·.de•cisioil t{i
tetmin te or return the.emp16,Yee:t(YWt>r :	,
"'J. th - ge Qf·the·f lonr or'.feki ies:
2·:m  i!ltiple fefqn·ie·s;.

:- \

fe9l  r'! :o·r:felpnies,C. 9mq)J:!e d with..multiple:mTsdemeanors;.vio"le1it-mise  rti'eai:iors•.
.or  m•isdc  meanors involving,a crime aga.rir ta·:p;erso1\;.	.

4:  liahitua:l.._o ffender'D!,r.epea:f  qnv1qon o'f:re.lat	or th   sm   :or-. s1n:ilar feto•r:iies;
·f  J...l  Ct.l..tat-e dis  l:o,s_(.fre;nft he .e..iiin1'.nal·r  ccird·.0.n the·emp-Jb5im nr applic'ation;

-.     --,    :· - ---·-·  ,..·;-    -    -    ...:.....:.	'  -	-  ·----	·--  ·. ,.  -•----,.- -	---:-,
 	, --- - - - --- - - --	... ...... ., _,..., _,,,_,_

Exhibit "E"

6, t	lyp or atl}re;,0r g ray}ty0f.fel ny f feloc.iic;s. i.e.·crim1: g·ain t.anothcr.
per.soft, v idleilt,cr.im i	.	.
J..  e te uating . irqµms o;t;-es	rrQuncJ ng the felony ur fejoni ;	..
.8. t'ec0mniendaitonsfroin.Davey suj,-er;\ision'Jir <;>th.er p' 1 ons ir.t a1.ithority t g·ardfog
tne.erm:>!9:Y e'sw,  o_rk,:b;;c.!<gr:<;>. .nd.,9i re hApilitaiio1.1"  ffo   ;	.
9.  t)1e·:emplo :re.efs-w9rk.leicadon· ,'Le. if the j.ob ,;i-b.e:perl:bnned ·hy the:employee will invQye):o' 'ntac t wit the pu-blic:q  work on·private orpub_lic pi0.perty·a\\1ay f1:om th .'CompanY.1$.offiC'e.:o r _shop:(0cll, 'itin;
i 0., t he'employef s   ttit1,1de.r.egardini th-'e·ofl't;nset..esti<µti-on. !1q r ha ilit.!ltion.
:.1_ 1..co d.u · dJt9tion tak-ri' f tbe:emplo eesubs cfu.ent ttHlx! OflVJcti'on,.i,.e
treatment·o.t oti se.ling.
_Becaus  'of:,the::ptibllc- pereepti9 ,.affect 9n oih rs, artd.the-sario,J.!S, nature·of cet1irl11.
-·cr11Jle.s, .an  mpl  ye   wha is·regi,stere  d..t>n.,p1y·govetr1tne nt:'o.t jatlicial·criminal registt)' in
anmy.   ann r' s:a v1hlent.offenletor.sexually·cirie  tl.'!if pr,se?Coffender, or w  o.ha·s bee'r
conllict '.d .of:mutderor rap.e :?,bseht._qe  m,  n tiated.exJetiuatiqgcircums ces wi.U n9i be
_pet nilttfai1o·w rk.'fort he·•c ompany:.	.
At\Y cottviction, whether·by guiity;pi . pleab X-gil.tn -hQ ¢Plites't-plea., co.ri\ijc ipn : r
.ad,)ers :dete_ll'hin  t_io  n'  byju_cig -Ql J.l.lt;Y ,or.o°t4 ','fi,•s .-v.dll"be C(:)I'!iid re,d 9,·COIWiction  A
. ,suspe de9·sent nc·e or"an-ykin( or:n"ature..ot a aeferted adjuakation·that is:Jater i·evoked
'-9r a.seni nce th.adi ·reinst;ited'Will b  :c1   1n·ea a:_·c-opvicJio·n...	,	·
A:bsent	nuating-c.h:cumstan es,·.fl.rJesfil:  .ords,will.not'b  cons derC9.  CohVictfons-
t!1at h_ ye b: ee n.,e  pµn:gedwiil not be d  emBP.;9pn11.ic rj09 -	·

f.tl'ie·em_pJojee i  succe  fu'l iJ'.).hayi11g:..t e sU P)ensfon f{fi d,·1h .·empl'fY,ee will'be
r.  ume:d. to':w,oik,, \Vithou bayk.pay or otn,e'r c"?mpe1• iastion,to thes  m-e posi;fona{ld. \\t:tder
the  sairleJ ti'its· an_ci,	ndit-ioits, f	PJ.oyme1t:,. s·w 1e t-	rt?p_loyee. ":Z_as,,.pl ace   O\l
qnpaid. :'S,usp. t'!. ic:m . .
If the·,c.mploy i;  s	T)Ot su_ccessf\il iy:cnalleng  tbe  uspe.nsion ot_failsto c  l,ie'lrne.t  e
-   ._:..-  p.eni-::io pr   ;i thcr·b:V. no;- llins  J:,;eg  a l ,o i:-,by   r19,t,  _oqp'¢	,:-at i ns  • ;  i_hf.   o.l·P;i:(iv.idin,g	g  f 'with
_ int'ormatiQI}r l(?Y nt ;g·t11e dec;ision u aRi11g proc ss-,,l be . mp1oy e-\V!ll be terminate,i.1.

An e1npl9yee w'ho i Jerm)riate·d beeaijse·of tlic background cheGk will 'oe-send · :-lette ,.
.e'ithecby·the Co'i'nplinJ ot:tl:ie thlfd.,party oat kgroifrid,check:pi'o'\,lider,:advi ingJ(1;
. 1n;pl'qy ·e that the mploym nt·liru;.'b1;e1ftetinin!',te.d. .
If t,he emplo,yee,i•s   ifnnin  telt. fh ;  mpkiyee may.a})   al.t,l+e deci$lon:!,O    r1hin  -e-  l.'
wri(i;ng :a le r-t9. ga.lJ}:tatqutH1_1e.s the:emp j0y,  -s bas,s.for the:appeal.. Leg I wil!_

'	..  .	.

.discus.s.Jheappeal viith•senioi: '.management.  If the·writte11appeal  s·denied-,., i J1e.e1)1ployee ii:ia-y. appeal. fl,at qe isipl;i'.i!) -lll'l ai·biit:afor.- y using_the ar.bitration procedt re o tlin -d ·(nt he Gci   panys-e: mployrnen't-  PPllcatio.n.    ··

-    ·'···- -.-	 		•r, IW-• ••

•- - - • ,,

. .. ,• ., I •• ,.

 		........--r   ----...	_      ..,._    ._,., . ...--                •  -	•   ••   H O  M    -          •   ,       •   •    •     ..  •   -      - • • •   •           '"'

Exµibit "!' E''

_If.an  mp!oyee.f·_al ifled his/her appllcation;  ut i's.non_ethJess p:ermi	·:tcHetum to werk., t he.empfoy.ee-' s su pervisot wiil.:d'i cip!ir-ie tl:}e.emptoye. Jn-  Ti.til)gJ o.rfaJs ifyfog tne emplQyJ.ne1.1ta pCiuat.ion.
The poli  i.s·hereby atom.a icaHy amended to th, e:e :ttent.necessary to:comply with·  i10-.y
app{ieabfe'Federal.Sµ¢  or'fegitjnal regLifaJiqri (?t.law,	.	.

lmP,l m.e:i-tt   e  r.L!l llY' 100&
1fpdat d _April 2<fl..0

I   ·•   •   - :'•"o   ,,...;..,.. .. .. . ...-. .:....:.......... .,._•.._ 	, 	

-,•·~- - ---- -	-     -     -,-   -     -    -    -,.,	r --.-•

.	...,  .	. ·:,·_.

..,....•   ,......  ..  ""	,.

Exhibit "F"

.

,F:;rrlffJ,	../Jrqi,ur1111. !Rl(d
THE DAVE.Y TREE EXPERT COMPANY
1500 North Mantua Street
K:ent; OH A4240

Directors and Officers
May17, 2017

Board of Directe>rs :
Karl J. Warnke..........,...........,...................................,..................,	Chairman
Patrick M.Covey ...........,....,..................................:.....:.....,,	President and Chief Executive Cfficer
Donald C. Brawl)	RetiredExecutive•Vite   President,Administration,FedEx Freight

:n,e

J•  .Dawsoii Cunningham....,..: ..,..._.. ........    .....  . ... . .......   ... .. ...  .. .........   , 	Re irad CFO: Roadway Corporation

W.

William J. Ginn ...........Executive Vice P"resident. Glol:iat.Conservationln(liatives,	Nature Conservancy I:.lo1.191a·s K.' .Hall	Retireci.Pi'es:de11f and CEb, MDA Federal. Inc.
Si111d ia	. Harb re.chL  ..............................·..·......,............,....,_.... President a d  CEO. PaulWetth:Associales
John E. Warfel........,...................,..............,	.._Retired'President.  Westfield Fina r,cial Ccn>oratiqn

'(l)ffi'cars:
Pat ck M. Covey ..........................................- .._..,!... ..............,	..-Pre  sidentandChief Execuitve Officer
Joseph R: P, ul. 	E. :cecutiv Vice _President, Chief Financ[al Officer and Secretary
James• F. Stiel.....................;.....;....,	Executtve Vice President. U.S. Residential Operations
Brent R. Repenning..............................,.. Executive Vice President. U:S. Utility a11d Davey Resourc.e Group Oan·A; Joy....................................,,...................,.....,	Executive Vice Presidentand Ge11eral Manag er.
Comme_rcial Landscape Senijce-s and·OperaticnsSilpp011 SelVices
James E. Doyle..........,.	Executive Vice President and GeneralManager.
.	Davey Tree Expert.Co: or Canada, Limited,
Gregory M. Ina ..., 	Execut_vl e. Vice·Presiden.,tThe Cavey Institute and Employee Dev!!lopment
Lawrence·s. bernathy.......,..;............,...;...., 	V. ice President. Davey•T.ree Surgery Company
arlc.-J.  \/aughn.....................,.....,	VicePresident and Genera-lManager ,•U.S.  Northem Utility Operations
Toea R. Seers..........................,.....................,.....,.,.......................,...............,. Vice President a11d Contro ller
Chri sioptier J: Basi...........................,..............................,.....,....,.......·-···.......Vlce P,asitfe,,t an Trea urer

01/.01/18

 	   ......... .

	DATE (MMIDDIVYYY)
08/3012017	
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 REPRESENTATIVEOR PRODUCER, AND THE CERTIFICATE HOLDER.	
IMPORTANT: If the ce.rtifi cate holder is an ADDITIONAL INSURED, the p oli cy(i es) must have ADDITIONAL INSURED prov ision s 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 endorsemen(ts).	
PRODUCER MARSHUSA INC,
200PUBLIC SQUARE, SUITE3760 CLEVELAND, OH 44114-1824
Altn; Cleveland.CertRequesl@mars.hcom

147001 COMM BASSL	CONTACT
NAME:	
	PHONE	T IFAA/CX Nol:
IA/C lj Q fill''	
	E-MAIL
ADDRESS·	
	INSUREIRS)AFFORDINGCOVERAGE	NACI ;'/	
	INSUREAR: Old ReoUbkl :Insurance Comoanv	24147	
INSURED
THE DAVEY TREEEXPERTCOMPANY
1500 N. MANTUA STREET KENT, OH 44240	INSURER S:		
	INSURER C:		
	INSURER D:		
	INSURERE :		
	INSURERF:		

,,.----,
J®	CERTIFICATE  OF LIABILITY INSURANCE	I

COVERAGES

CERTIFICATE NUMBER·	CLE-005565236-14	REVISION NUMBER: 1

A	X    COMMERCIALGENERALLIABILI TY	MWZY 310964	09101/2017	09/0112018	E ACHOCCURRNECE	s	2,000,000
CLAIMS-MADE0	OCCUR	PDRAMEMAISGEEST /aEoioiic'u®rrenca\	s	2,000,000

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUEDTO 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 CONDITIONSOF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

-

INSR LTR
- 0

TYPEOFINSURANCE

ADDL SUBR
,_, n 1u,un	POLICY NUMBER

, 3fJ% , 3rJ%

LIMITS

-

GEN'LAGGREGATELIMIT APPLIESPER:

I-	□

MED EXP(An y one person)	s	5,000

PERSONAL & ADVINJURY	s	2,000,000	
GENERAL AC,GREGATe:	s	2,000,00	
PRODUCTS- COMP/OP AGG	s	2,000,00	
	s		

0

POLICY	PJREOC-T    O	Loc 	0
OTHER:
A   , AUTOMOBILELIAB ILITY	MWTB310963	09/01/2017	09/0112018	l  l'iI    l  lNGLE LIMI T	s	5,000,000
X    ANY AUTO	BODILYINJURY(Perperson)     s

x

I--	OWNED	-	SCHEDUELD

BODILYINJURY (P er  accdi ent)  S

AUTOS ONLY	AUTOS
HIRED	X    NON-OWNED	ip	;,,1d1:,,P,AMAEG	s

I--

AUTOS ONLY	AUTOSONLY	s
UMBRELLALIAB     H	OCCUR	1::ACH OCCURRENCE	s

I

EXCES$LJAB	CLAIMS-MADE	AGGREGATE	s

OED I	1RETENTIONS

ANOEMPLOYERS' LIABILITY

A   WORKERSCOMPENSATION	MWC 31096200(AOS)

YIN

ANYPROPRIETOR/PARTNER/EXECUTIVE0

u 1u1/2017

0910/21018	X   I  f t  ·uTE I

EL.

s

EACH ACCIDENT	·s

OTH- ER

5,000,000

OFFICRE/MEMBEREXCLUOED7
(Ma datory InNH)

NI A

E.L, DISEASE·EAEMPLOYEE S	5,000,000

If yes,describe under
OESCRJPTION OF OPERATIONSDelow

E.L.DISEASE- POLICY LIMIT s

5,000,000

A    EXCESS GENERAL LIABILITY	MWZX.310966	09/0112017	09/0121018	EACHOCCURRENCE	10,500,000
AGGREGATE	10,500,000

DESCRIPTION OFOPERATIONS/ LOCATION.$ / VEHICLES (ACORD101, AddllionalRemakrs Schedule, m  y bo attachod ii morespace ls requite<!)
AVE MARIAMASTERASSOCIATIONA, VEMARIA DEVELOPMENT LLP,PULTEHOMECORPROATION, FIRSTSl;RVICERESIDNETIAL, THEIR PA!iTNERS, SHAREHOLDER, OSFFICER,SDIRECTORS, EMPLOYEES AND AGENTS, ANDAVEMARIA STEWARDISPHCOMMUITNYDISTRICTCIO SPECAI LDISTRICT SERVICES, INC IS(ARE) INCLUDED AS ADDITIONALINSURED(S) ASRESPECTS GENERAL  LIABILITY AND AUTOMOBLIE LI.A,BI LITY WHERE REQUIRED BY WRITTENCONTRACTORAGREEMENT AND ONLY ASRESPECTS OPERATIONSPERFORMED ONTHEIR BEHALF BY THE
NAMED INSURED.

AVEMARIASTEWARDSHIPCDD ATTN: LUISA ROSAELS
6076 ANNUNCIATIONCIRCLE lt103
AVEMARIA,FL j,1142

I	
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE   EXPIRATION   DATE   THEREOF,   NOTICE   WILL   BE   DELIVERED  IN ACCORDANCE WITHTHEPOLICY PROVJSIONS.	
	AUTHORZIEDREPRESENTATIEV
of Marsh USA Inc.
Luann M. Gla vac	d IA-        .. I	""'	

CERTIFICATE HOLDER

CALI   EN

ACORD 25 (2016/03)

© 1988-2016 ACORD CORPORATION. All rights reserved.
TheACORD name and togo are registered marks of ACORD

....---,
A  C  O   R D®

AGENCY CUSTOMER ID: -,0-8,--6---7---0--,-- - - - - - - - - - - - - - -

LOC #: Cleveland

ADDITIONAL REMARKS SCHEDULE	Page	2	of	2

				
	AGENCY
MARSH USA INC.			NAMED INSURED
THEDAVEY TREE EXPERT COMPANY 1500N. MANTUA STREET	
	POLICY NUMBER			KENT, OH 44240	
	
C ARRIER	I	

NAIC cooE		
				EFFECTIVE DATE:	
ADDITIONAL REM.ARKS
THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM,
FORM NUMBER:	25	FORM TITLE: Certjfjcate of Uabifity Insurance

WorkersCompensation doesnotapply inMN.CoverageisobIaioed from WorketsCompensation Reinsurance Association (W.C.RA) as required by theslate. Mlnnesola Emptoyers UabililYis coveredbypolicynumber MWC31096200,

EXCESS WORKERSCOMPENSATION OLDREPUBLIC INSURANCE COMPANY POLICY NUMBER: MWXS 310965 TERM; 911/17 -9/1/18
WORKERS COMPENSATION - STATUTORY
EMPLOYERSLIABILITY- S1,000,000
The Excess Workers Compensation policy doesnotrncludaTheCare ofTrees, Inc.;WellandSIudlesandSolutions, Inc.;/\rborguard. Inc, or WolfTree, Inc

THEEXCESSGENE:RAL LIABILITYPOLICY FOUOWSTHECOVERAGE TERMSOFTHEPRIMARY GENERAL LIABILITYPOLICY.

ACORD 101 (2008/01)	© 2008 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD