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Agenda 04/13/2021 Item #16E1 (Assumption Agreement w/F.A. Bartlett Tree Expert Co.)04/13/2021 EXECUTIVE SUMMARY Recommendation to approve an Assumption Agreement assigning all rights, duties and benefits, and obligations to The F.A. Bartlett Tree Expert Company d/b/a Bartlett Tree Experts, under Agreement No. 20-7675, “Parks Tree Maintenance and Arborist Services” OBJECTIVE: To assign Agreement #20-7675 with Signature Tree Care, LLC, to The F.A. Bartlett Tree Expert Company d/b/a Bartlett Tree Experts. CONSIDERATIONS: On May 26, 2020 (Agenda Item No. 16.D.3), the County entered into Agreement #20-7675, “Parks Tree Maintenance and Arborist Services” with Signature Tree Care, LLC (“Signature Tree”), for tree maintenance and arborist services throughout all Parks and Recreation locations. The F.A. Bartlett Tree Expert Company d/b/a Bartlett Tree Experts (“Bartlett Tree”) represents and warrants to the County that through the execution of a Bill of Sale dated October 10, 2020, Bartlett Tree is now the successor in interest to Agreement #20-7675. Staff obtained documentation from Bartlett Tree to confirm the acquisition and the necessary business documents from the assuming vendor which have been reviewed and accepted by the County Attorney’s Office. Signature Tree Care, LLC FEIN: 20-4088809 The F.A. Bartlett Tree Expert Company FEIN: 06-0254490 Staff is recommending approval of an Assumption Agreement with The F.A. Bartlett Tree Expert Company assigning all rights, duties, benefits, and obligations under Agreement #20-7675. FISCAL IMPACT: There is no fiscal impact. GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with this Executive Summary. LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is approved as to form and legality, and requires majority vote for approval. -JAK RECOMMENDATION: To approve an Assumption Agreement assigning all rights, duties and benefits and obligations to The F.A. Bartlett Tree Expert Company d/b/a Bartlett Tree Experts under Agreement #20-7675, “Parks Tree Maintenance and Arborist Services” and authorize the Chair to sign the attached Assumption Agreement. Prepared by: Priscilla Doria, Procurement Strategist, Procurement Services Division ATTACHMENT(S) 1. 20-7675_Assumption Agreement_VendorSigned(PDF) 16.E.1 Packet Pg. 1244 04/13/2021 COLLIER COUNTY Board of County Commissioners Item Number: 16.E.1 Doc ID: 15295 Item Summary: Recommendation to approve an Assumption Agreement assigning all rights, duties and benefits, and obligations to The F.A. Bartlett Tree Expert Company d/b/a Bartlett Tree Experts, under Agreement No. 20-7675, Parks Tree Maintenance and Arborist Services” Meeting Date: 04/13/2021 Prepared by: Title: – Procurement Services Name: Priscilla Doria 03/11/2021 1:02 PM Submitted by: Title: Manager - Procurement – Procurement Services Name: Sandra Herrera 03/11/2021 1:02 PM Approved By: Review: Procurement Services Opal Vann Level 1 Purchasing Gatekeeper Completed 03/11/2021 5:10 PM Procurement Services Sue Zimmerman Additional Reviewer Completed 03/11/2021 6:17 PM Procurement Services Sandra Herrera Additional Reviewer Completed 03/12/2021 9:58 AM Administrative Services Department Paula Brethauer Level 1 Department Reviewer Completed 03/15/2021 11:35 AM County Attorney's Office Jeffrey A. Klatzkow Level 2 Attorney Review Completed 03/15/2021 1:24 PM Administrative Services Department Len Price Level 2 Department Head Review Completed 03/18/2021 9:04 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 03/18/2021 10:25 AM Office of Management and Budget Laura Wells Additional Reviewer Completed 03/24/2021 11:38 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 03/25/2021 9:55 AM County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 03/25/2021 2:18 PM Board of County Commissioners MaryJo Brock Meeting Pending 04/13/2021 9:00 AM 16.E.1 Packet Pg. 1245 16.E.1.a Packet Pg. 1246 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1247 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1248 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1249 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1250 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1251 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1252 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1253 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1254 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1255 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1256 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1257 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1258 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1259 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1260 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1261 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1262 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1263 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1264 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1265 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1266 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1267 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1268 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1269 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts) 16.E.1.a Packet Pg. 1270 Attachment: 20-7675_Assumption Agreement_VendorSigned (15295 : 20-7675 Assumption Agreement-Bartlett Tree Experts)