19-0716_JEDA WORKS DBA HOUSING PROGRAMS_Professional Services AgreementCITY OF SAN JUAN CAPISTRANO
PROFESSIONAL SERVICES AGREEMENT
This Agreement is made and entered into as of July 16,2019 by and between the City of
San Juan Capistrano, a public agency organized and operating under the laws of the State of
California with its principal place of business at32400 Paseo Adelanto, San Juan Capistrano, CA
92675 ("City"), and JEDA Works DBA Housing Programs, a California CORPORATION with its
principal place of business at 26025 Newport Rd, Ste. 4505, Menifee, CA 92584 (hereinafter
referred to as "Consultant"). City and Consultant are sometimes individually referred to as "Party"
and collectively as "Parties" in this Agreement.
RECITALS
A. City is a public agency of the State of California and is in need of professional
services for the following project:
Grant Administrator for the State of California HOME & CDBG Owner-Occupied Rehabilitation
Program (hereinafter referred to as "the Project").
B. Consultant is duly licensed and has the necessary qualifications to provide such
services.
C. The Parties desire by this Agreement to establish the terms for City to retain
Consultant to provide the services described herein.
AGREEMENT
NOW, THEREFORE, IT IS AGREED AS FOLLOWS:
1. Services
Consultant shall provide the City with the services described in the Scope of Services
attached hereto as Exhibit "A."
2. Compensation.
a. Subject to paragraph 2(b) below, the City shall pay for such services in
accordance with the Schedule of Charges set forth in Exhibit "A."
b. ln no event shall the total amount paid for services rendered by Consultant
under this Agreement exceed the sum of $95.000.00 per fiscal year. This amount is to cover all
printing and related costs, and the City will not pay any additional fees for printing expenses.
Periodic payments shall be made within 30 days of receipt of an invoice which includes a detailed
description of the work performed. Payments to Consultant for work performed will be made on
a monthly billing basis.
3. AdditionalWork.
lf changes in the work seem merited by Consultant or the City, and informal consultations
with the other party indicate that a change is warranted, it shall be processed in the following
manner: a letter outlining the changes shall be fon¡varded to the City by Consultant with a
statement of estimated changes in fee or time schedule. An amendment to this Agreement shall
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be prepared by the City and executed by both Parties before performance of such services, or
the City will not be required to pay for the changes in the scope of work. Such amendment shall
not render ineffective or invalidate unaffected portions of this Agreement.
4. Maintenance of Records.
Books, documents, papers, accounting records, and other evidence pertaining to costs
incurred shall be maintained by Consultant and made available at all reasonable times during the
contract period and for four (4) years from the date of final payment under the contract for
inspection by City.
5. Time of Performance.
The term of this Agreement shall be from July 16, 2019 to June 30, 2021, unless earlier
terminated as provided herein. The Parties may, by mutual, written consent, extend the term of
this Agreement if necessary to complete the Project. Consultant shall perform its services in a
prompt and timely manner within the term of this Agreement and shall commence performance
upon receipt of written notice from the City to proceed ("Notice to Proceed"). The Notice to
Proceed shall set forth the date of commencement of work.
6. Delavs in Performance.
a. Neither City nor Consultant shall be considered in default of this Agreement for
delays in performance caused by circumstances beyond the reasonable control of the non-
performing party. For purposes of this Agreement, such circumstances include but are not limited
to, abnormal weather conditions; floods; earthquakes; fire; epidemics; war; riots and other civil
disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or
judicial restraint.
b. Should such circumstances occur, the non-performing party shall, within a
reasonable time of being prevented from performing, give written notice to the other party
describing the circumstances preventing continued performance and the efforts being made to
resume performance of this Agreement.
7. Complia nce with Law
a. Consultant shall comply with all applicable laws, ordinances, codes and
regulations of the federal, state and local government, including Cal/OSHA requirements.
b. lf required, Consultant shall assist the City, as requested, in obtaining and
maintaining all permits required of Consultant by federal, state and local regulatory agencies.
c. lf applicable, Consultant is responsible for all costs of clean up and/ or removal of
hazardous and toxic substances spilled as a result of his or her services or operations performed
under this Agreement.
8. Standard of Care
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Consultant's services will be performed in accordance with generally accepted
professional practices and principles and in a manner consistent with the level of care and skill
ordinarily exercised by members of the profession currently practicing under similar conditions.
9. Assiqnment and Subconsultant
Consultant shall not assign, sublet, or transfer this Agreement or any rights under or
interest in this Agreement without the written consent of the City, which may be withheld for any
reason. Any attempt to so assign or so transfer without such consent shall be void and without
legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a
provision making them subject to all provisions stipulated in this Agreement. Nothing contained
herein shall prevent Consultant from employing independent associates, and subconsultants as
Consultant may deem appropriate to assist in the performance of services hereunder.
10. lndependentContractor
Consultant is retained as an independent contractor and is not an employee of City. No
employee or agent of Consultant shall become an employee of City. The work to be performed
shall be in accordance with the work described in this Agreement, subject to such directions and
amendments from City as herein provided.
11. lnsurance. Consultant shall not commence work for the City until it has provided
evidence satisfactory to the City it has secured all insurance required under this section. ln
addition, Consultant shall not allow any subcontractor to commence work on any subcontract until
it has secured all insurance required under this section.
a. Commercial General Liabilitv
(i) The Consultant shalltake out and maintain, during the performance
of all work under this Agreement, in amounts not less than specified herein, Commercial General
Liability lnsurance, in a form and with insurance companies acceptable to the City.
(ii) Coverage for Commercial General Liability insurance shall be at
least as broad as the following:
(1) lnsurance Services Office Commercial General Liability
coverage (Occurrence Form CG 00 01) or exact equivalent.
(iii) Commercial General Liability lnsurance must include coverage
for the following
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(e)
Bodily lnjury and Property Damage
Personal I njury/Advertising I njury
Premises/Operations Liability
Products/Completed Operations Liability
Aggregate Limits that Apply per Project
Explosion, Collapse and Underground (UCX) exclusion
deleted
Contractual Liability with respect to this Agreement
Property Damage
I ndependent Consultants Coverage
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(iv) The policy shall contain no endorsements or provisions limiting
coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured
against another; (3) products/completed operations liability; or (4) contain any other exclusion
contrary to the Agreement.
(v) The policy shall give City, its officials, officers, employees, agents
and City designated volunteers additional insured status using ISO endorsement forms CG 20 10
10 01 and 20 37 10 01 , or endorsements providing the exact same coverage.
(vi) The general liability program may utilize either deductibles or
provide coverage excess of a self-insured retention, subject to written approval by the City, and
provided that such deductibles shall not apply to the City as an additional insured.
b. Automobile Liabilitv
(i) At all times during the performance of the work under this
Agreement, the Consultant shall maintain Automobile Liability lnsurance for bodily injury and
property damage including coverage for owned, non-owned and hired vehicles, in a form and with
insurance companies acceptable to the City.
(ii) Coverage for automobile liability insurance shall be at least as
broad as lnsurance Services Office Form Number CA 00 01 covering automobile liability
(Coverage Symbol 1, any auto).
(iii) The policy shall give City, its officials, officers, employees, agents
and City designated volunteers additional insured status.
(iv) Subject to written approval by the City, the automobile liability
program may utilize deductibles, provided that such deductibles shall not apply to the City as an
additional insured, but not a self-insured retention.
c Workers' Comoensati n/Fm nlover's Liabilitv
(i) Consultant certifies that he/she is aware of the provisions of Section
3700 of the California Labor Code which requires every employer to be insured against liability
for workers' compensation or to undertake self-insurance in accordance with the provisions of
that code, and he/she will comply with such provisions before commencing work under this
Agreement.
(ii) To the extent Consultant has employees at any time during the term
of this Agreement, at all times during the performance of the work under this Agreement, the
Consultant shall maintain full compensation insurance for all persons employed directly by
him/her to carry out the work contemplated under this Agreement, all in accordance with the
"Workers' Compensation and lnsurance Act," Division lV of the Labor Code of the State of
California and any acts amendatory thereof, and Employer's Liability Coverage in amounts
indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the period
required by this Agreement, workers' compensation coverage of the same type and limits as
specified in this section.
Professional Liabilitv (Errors and Omissions)
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At all times during the performance of the work under this Agreement the Consultant shall
maintain professional liability or Errors and Omissions insurance appropriate to its profession, in
a form and with insurance companies acceptable to the City and in an amount indicated herein.
This insurance shall be endorsed to include contractual liability applicable to this Agreement and
shall be written on a policy form coverage specifically designed to protect against acts, errors or
omissions of the Consultant. "Covered Professional Services" as designated in the policy must
specifically include work performed under this Agreement. The policy must "pay on behalf of'the
insured and must include a provision establishing the insurer's duty to defend.
e. Minimum Policv Limits Reouired
(i) The following insurance limits are required for the Agreement:
Combined Sinqle Limit
Commercial General Liability
Automobile Liability
Employer's Liability
Professional Liability
$1,000,000 per occurrence/ $2,000,000 aggregate
for bodily injury, personal injury, and property
damage
$1,000,000 combined single limit
$1,000,000 per accident or disease
$1,000,000 per claim and aggregate (errors and
omissions)
(ii) Defense costs shall be payable in addition to the limits
(iii) Requirements of specific coverage or limits contained in this
section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of
any coverage normally provided by any insurance. Any available coverage shall be provided to
the parties required to be named as Additional lnsured pursuant to this Agreement.
f. Evidence Required
Prior to execution of the Agreement, the Consultant shall file with the City evidence
of insurance from an insurer or insurers certifying to the coverage of all insurance required
herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer's equivalent)
signed by the insurer's representative and Certificate of lnsurance (Acord Form 25-S or
equivalent), together with required endorsements. All evidence of insurance shall be signed by
a properly authorized officer, agent, or qualified representative of the insurer and shall certify the
names of the insured, any additional insureds, where appropriate, the type and amount of the
insurance, the location and operations to which the insurance applies, and the expiration date of
such insurance.
g. Policv Provisions Required
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(i) Consultant shall provide the City at least thirty (30) days prior
written notice of cancellation of any policy required by this Agreement, except that the Consultant
shall provide at least ten (10) days prior written notice of cancellation of any such policy due to
non-payment of premium. lf any of the required coverage is cancelled or expires during the term
of this Agreement, the Consultant shall deliver renewal certificate(s) including the General
Liability Additional lnsured Endorsement to the City at least ten (10) days prior to the effective
date of cancellation or expiration.
(i¡) The Commercial General Liability Policy and Automobile Policy
shall each contain a provision stating that Consultant's policy is primary insurance and that any
insurance, self-insurance or other coverage maintained by the City or any named insureds shall
not be called upon to contribute to any loss.
(iii) The retroactive date (if any) of each policy is to be no later than the
effective date of this Agreement. Consultant shall maintain such coverage continuously for a
period of at least three years after the completion of the work under this Agreement. Consultant
shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced
past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the
policy is replaced by another claims-made policy with a retroactive date subsequent to the
effective date of this Agreement.
(¡v) All required insurance coverages, except for the professional
liability coverage, shall contain or be endorsed to provide a waiver of subrogation in favor of the
City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant
or others providing insurance evidence in compliance with these specifications to waive their
right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City,
and shall require similar written express waivers and insurance clauses from each of its
subconsultants.
(v) The limits set forth herein shall apply separately to each insured
against whom claims are made or suits are brought, except with respect to the limits of liability.
Further the limits set forth herein shall not be construed to relieve the Consultant from liability in
excess of such coverage, nor shall it limit the Consultant's indemnification obligations to the City
and shall not preclude the City from taking such other actions available to the City under other
provisions of the Agreement or law.
h. Qualifvinq lnsurers
(i) All policies required shall be issued by acceptable insurance
companies, as determined by the City, which satisfy the following minimum requirements:
(1) Each such policy shall be from a company or companies
with a current A.M. Best's rating of no less than A:Vll and admitted to transact in the
business of insurance in the State of California, or othenruise allowed to place insurance
through surplus line brokers under applicable provisions of the California lnsurance Code
or any federal law.
Additional I nsurance Provisions
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(i) The foregoing requirements as to the types and limits of insurance
coverage to be maintained by Consultant, and any approval of said insurance by the City, is not
intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise
assumed by the Consultant pursuant to this Agreement, including but not limited to, the
provisions concerning indemnification.
(ii) lf at any time during the life of the Agreement, any policy of
insurance required under this Agreement does not comply with these specifications or is
canceled and not replaced, City has the right but not the duty to obtain the insurance it deems
necessary and any premium paid by City will be promptly reimbursed by Consultant or City will
withhold amounts sufficient to pay premium from Consultant payments. ln the alternative, City
may cancel this Agreement.
(i¡i) The City may require the Consultant to provide complete copies of
all insurance policies in effect for the duration of the Project.
(iv) Neither the City nor any of its officials, officers, employees, agents
or volunteers shall be personally responsible for any liability arising under or by virtue of this
Agreement.
j. Subconsultant lnsurance Requirements. Consultant shall not allow any
subcontractors or subconsultants to commence work on any subcontract until they have provided
evidence satisfactory to the City that they have secured all insurance required under this section.
Policies of commercial general liability insurance provided by such subcontractors or
subconsultants shall be endorsed to name the City as an additional insured using ISO form CG
20 38 0413 or an endorsement providing the exact same coverage. lf requested by Consultant,
City may approve different scopes or minimum limits of insurance for particular subcontractors
or subconsultants.
12. lndemnification.
a. To the fullest extent permitted by law, Consultant shall defend (with counsel
of City's choosing), indemnify and hold the City, its officials, officers, employees, volunteers, and
agents free and harmless from any and all claims, demands, causes of action, costs, expenses,
liability, loss, damage or injury of any kind, in law or equity, to property or persons, including
wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or
omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors,
consultants or agents in connection with the performance of the Consultant's services, the Project
or this Agreement, including without limitation the payment of all damages, expert witness fees
and attorney's fees and other related costs and expenses. Consultant's obligation to indemnify
shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials,
officers, employees, agents, or volunteers.
b. lf Consultant's obligation to defend, indemnify, and/or hold harmless arises
out of Consultant's performance of "design professional" services (as that term is defined under
Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8,
which is fully incorporated herein, Consultant's indemnification obligation shall be limited to claims
that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the
Consultant, and, upon Consultant obtaining a final adjudication by a court of competent
jurisdiction, Consultant's liability for such claim, including the cost to defend, shall not exceed the
Consultant's proportionate percentage of fault.
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13. California Labor Code Requirements
a. Consultant is aware of the requirements of California Labor Code Sections
1720 et seq. and 1770 et seq., which require the payment of prevailing wage rates and the
performance of other requirements on certain "public works" and "maintenance" projects
("Prevailing Wage Laws"). lf the services are being performed as part of an applicable "public
works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total
compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage
Laws. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and
agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any
failure or alleged failure to comply with the Prevailing Wage Laws. lt shall be mandatory upon
the Consultant and all subconsultants to comply with all California Labor Code provisions, which
include but are not limited to prevailing wages (Labor Code Sections 1771,1774 and 1775),
employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code
Sections 1771.4and1776), hoursof labor(LaborCodeSections 1813and 1815)anddebarment
of contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit
certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4
shall not apply to work performed on a public works project that is exempt pursuant to the small
project exemption specified in Labor Code Section 1771.4.
b. lf the services are being performed as part of an applicable "public works"
or "maintenance" project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the
Consultant and all subconsultants performing such services must be registered with the
Department of lndustrial Relations. Consultant shall maintain registration for the duration of the
Project and require the same of any subconsultants, as applicable. Notwithstanding the
foregoing, the contractor registration requirements mandated by Labor Code Sections 1725.5 and
1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the
small project exemption specified in Labor Code Sections 1725.5 and 1771.1.
c. This Agreement may also be subject to compliance monitoring and
enforcement by the Department of lndustrial Relations. lt shall be Consultant's sole responsibility
to comply with all applicable registration and labor compliance requirements. Any stop orders
issued by the Department of lndustrial Relations against Consultant or any subcontractor that
affect Consultant's performance of services, including any delay, shall be Consultant's sole
responsibility. Any delay arising out of or resulting from such stop orders shall be considered
Consultant caused delay and shall not be compensable by the City. Consultant shall defend,
indemnify and hold the City, its officials, officers, employees and agents free and harmless from
any claim or liability arising out of stop orders issued by the Department of lndustrial Relations
against Consultant or any subcontractor.
14. Verification of Emplovment Eliqibilitv.
By executing this Agreement, Consultant verifies that it fully complies with all requirements
and'restrictions of state and federal law respecting the employment of undocumented aliens,
including, but not limited to, the lmmigration Reform and ControlAct of 1986, as may be amended
from time to time, and shall require all subconsultants and sub-subconsultants to comply with the
same.
15. Reserved.
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16. Laws Venue
This Agreement shall be interpreted in accordance with the laws of the State of California.
lf any action is brought to interpret or enforce any term of this Agreement, the action shall be
brought in a state or federal court situated in the County of Orange, State of California.
17 Termination or Abandon ment
a. City has the right to terminate or abandon any portion or all of the work
under this Agreement by giving ten (10) calendar days written notice to Consultant. ln such event,
City shall be immediately given title and possession to all original field notes, drawings and
specifications, written reports and other documents produced or developed for that portion of the
work completed and/or being abandoned. City shall pay Consultant the reasonable value of
services rendered for any portion of the work completed prior to termination. lf said termination
occurs prior to completion of any task for the Project for which a payment request has not been
received, the charge for services performed during such task shall be the reasonable value of
such services, based on an amount mutually agreed to by City and Consultant of the portion of
such task completed but not paid prior to said termination. City shall not be liable for any costs
other than the charges or portions thereof which are specified herein. Consultant shall not be
entitled to payment for unperformed services, and shall not be entitled to damages or
compensation for termination of work.
b. Consultant may terminate its obligation to provide further services under
this Agreement upon thirty (30) calendar days' written notice to City only in the event of substantial
failure by City to perform in accordance with the terms of this Agreement through no fault of
Consultant.
18 Documents.Except as otherwise provided in "Termination or Abandonment,"
above, all original field notes, written reports, Drawings and Specifications and other documents,
produced or developed for the Project shall, upon payment in full for the services described in this
Agreement, be furnished to and become the property of the City.
19. Oroanization
Consultant shall assign Debbie Sottek as Project Manager. The Project Manager shall
not be removed from the Project or reassigned without the prior written consent of the City.
20. Limitation of Aqreement.
This Agreement is limited to and includes only the work included in the Project described
above
21. Notice
Any notice or instrument required to be given or delivered by this Agreement may be given
or delivered by depositing the same in any United States Post Office, certified mail, return receipt
requested, postage prepaid, addressed to:
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CITY:
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: Laura Stokes, Housing
Associate Planner
CONSULTANT:
JEDA Works (DBA Housing Programs)
26025 Newport Rd. Ste 4505,
Menifee, CA 92584
Supervisor/ Attn: John Sottek, President
and shall be effective upon receipt thereof
22. Third P Riohts
Nothing in this Agreement shall be construed to give any rights or benefits to anyone other
than the City and the Consultant.
23. Equal Oooortunitv Emplovment.
Consultant represents that it is an equal opportunity employer and that it shall not
discriminate against any employee or applicant for employment because of race, religion, color,
national origin, ancestry, sex, age or other interests protected by the State or Federal
Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to
initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or
termination.
24. Entire Aqreement
This Agreement, with its exhibits, represents the entire understanding of City and
Consultant as to those matters contained herein, and supersedes and cancels any prior or
contemporaneous oral or written understanding, promises or representations with respect to
those matters covered hereunder. Each Party acknowledges that no representations,
inducements, promises or agreements have been made by any person which are not incorporated
herein, and that any other agreements shall be void. This Agreement may not be modified or
altered except in writing signed by both Parties hereto. This is an integrated Agreement.
25. Severabilitv
The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not
render the remaining provisions unenforceable, invalid or illegal.
26. Successors and Assiqns
This Agreement shall be binding upon and shall inure to the benefit of the successors in
interest, executors, administrators and assigns of each Party to this Agreement. However,
Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights,
burdens, duties or obligations without the prior written consent of City. Any attempted assignment
without such consent shall be invalid and void.
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27. Non-Waiver
None of the provisions of this Agreement shall be considered waived by either Party,
unless such waiver is specifically specified in writing.
28. Time of Essence
Time is of the essence for each and every provision of this Agreement.
29. Citv's Riqht to Emplov Other Consultants
City reserves its right to employ other consultants, including engineers, in connection with
this Project or other projects.
30. Prohibited lnterests
Consultant maintains and warrants that it has not employed nor retained any company or
person, other than a bona fide employee working solely for Consultant, to solicit or secure this
Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any
company or person, other than a bona fide employee working solely for Consultant, any fee,
commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting
from the award or making of this Agreement. For breach or violation of this warranty, City shall
have the right to rescind this Agreement without liability. For the term of this Agreement, no
director, official, officer or employee of City, during the term of his or her service with City, shall
have any direct interest in this Agreement, or obtain any present or anticipated material benefit
arising therefrom.
ISTGNATURES ON FOLLOWTNG PAGEI
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EXHIBIT A
]----*-
Proposal
Grant Administrator of the City of San Juan Capistrano
HOME & CDBG Owner-Occupied Rehabilitation Program
Submitted For Consideration To:
Development Services Depa rtment
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, California 92675
I sto ke @ sa nj u a n co p i str a n o. o r g
JEDA Works (DBA Housing Programs)
SAN DIEGO O
4835 Kelly Drive
Carlsbad, CA 92008
!
I'lt
r1
EXECUTIVE SUMMARY
JEDA Works DBA Housing Programs is a firm with dedicated professionals that have a
passion for providing first-rate consulting services in the areas of affordable housing within
communities throughout southern California. Housing Programs principals (Deborah Sottek
and John Sottek) are the persons directly responsible for performing the primary work
associated with the company. Support staff include Geovanni Castro and Kathryn Redman
who are responsible for specific off-site administrative tasks. Having worked as city
employees and in other private consulting firms, saw the need to come together as a team
to provide competitive and effective services to local government agencies and non-profits.
Familiaritv with Citv of San Juan Capistrano - Deborah Sottek began her
career as an intern with City of San Juan Capistrano in 1989. She was then
hired on by the City as an Assistant Planner and promoted to an Associate
Planner. She left the employment of the City to work with the of Corona to
obtain experience in the areas of affordable housing and redevelopment. ln
1997, Deborah Sottek returned to the City as a consultant. She was
instrumental in assisting the City in leaving the County of Orange Consortium
which by doing so enabled the City to apply directly to the State of California
for Community Development Block Grant (State CDBG) funds. She created
the City's initial mobile home improvement program documents including but
not limited to the program guidelines, prescreening form, program application
and brochure. Moreover, both Deborah Sottek and John Sottek (brother and
sister) were residents of San Juan Capistrano for approximately L5 years.
Summarv of nce/Services: The fol lowin g is a summary of the HOME, State Home, State
CDBG and CalHome-funded housing rehabilitation program implementation services provided
by Housing Programs since 1994 for over 20 cities:
PROGRAM IMPTEMENTATION
. ln-depth income determination . Arrange/Perform property inspections
. After-rehab property value determination r Preparation of work write-up (scope of work)
r Property eligibility assessment . Lead-based paint inspections/abatement
. Prepare environmental documentation . Asbestos inspections/abatement
r Preparation of SHPO documentation . Facilitate securement of bids
¡ Loan document preparation . Arrange/Conduct pre-construction meeting
' Document recordation/State HCD lien filing . Prepare construction contract
. Project expenditure tracking . General construction oversight/management
. Act¡vity delivery tracking ' File notice of completion
GENERAT ADMINISTRATION
. Prepare/transmit project drawdowns ' Prepare marketing materials
. Prepare/transm¡t project set-up/completions ' Program marketing
. Prepare/transmit administration drawdowns . Respond to public inquiries
. Prepare quarterly /annual State HCD reports . Community/organizational presentations
. Monitorgrant/program income expenditures . Provide program recommendations
. Process loan payoffs/lien releases . Attend/Participate in HUD/State HCD trainings
. Process subordination requests . Maintain organized/meticulous records
' Prepare for single audit reviews ¡ Participate/prepare for State HCD monitoring
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ADMI N ISTRATIVE SERVICES
The following provides a summary of the administrotive services proposed in
response to the City of San Juan Capistrano Request for Proposals (RFP) for
Administration of its HOME & CDBG Owner-Occupied Rehabilitation Program
("Program"):
. Prepare State HCD administrative draws
. Provide monthly status reports
. Prepare State HCD-required quarterly and annual reports
. Prepare applications for State CDBG or State HOME funds
. Maintain all financial records as defined by individual program guidelines
(State CDBG and State HOME)
. Attend State HCD trainings
. Research and interpret information, as requested
' Maintain Waiting List if/when funds are limited
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P ROGRAM IMPLEMENTATION
APPTICATION PROCESSI NG
Each application submitted for financial assistance through the City's Program
will be assessed for eligibility based on the City's most current State HCD-
approved Program Guidelines and will include at a minimum:
l. Waiting List Maintenance
a. Receive Pre-Screening Application
b. Review For Basic Eligibility Criteria
c. Obtain Property Summary to Assess Ownership/Lien Status
d. Send Notification of Waiting List Placement/Denial
ll. lncome Determination/Qualification
1. Meet with applicant to explain program and application
2. Collect lncome and asset documentation
3. Obtain third party verification of income documentation
4. Analyze wage and income statements
5. Compute household income using HUD'S Technical Guide for Determining
lncome
6. Verify all assets in order to calculate the household's overall income
eligibility for the program
7. Request Credit Report (if applicable)
8. Request any additional or missing documents For verificatíon
9. Compute income using the Gross lncome Worksheet
lll. PropertyQualification
L. Verify property ownership
2. Assess lien/loan status of property title
3. Review terms of existing liens to determine maximum loan amount
4. Establish after-rehab property value based on comparable sales
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P ROGRAM IMPLEMENTATION
BID PROCESS/CONSTRUCTION MANAGEMENÏ
Each eligible applicant will be required to obtain three bids for work performed
under the program. Housing Programs will provide the following in order to
develop a scope of work and facilitate the bid process based on the City's most
current State HCD-approved Program Guidelines and will include at a minimum:
I. INITIAL INSPECTION & PRETIMINARY COST ANALYSIS
ll.
L. Coordinate/Schedule lnspections (as necessary) including:
a. Utility Companies/Southern California Gas Company
b. Weatherizationprograms
c. Lead and/or Asbestos
d. Fumigation
2. Arrange/Schedule initial inspection the property owner
3. Conduct property initial inspection in accordance with City's Program
Guidelines to determine code violations, health and safety concerns and
compare to homeowner "wish list"
4. Prepare cost analysis based on inspection
woRK SPECTFTCATTONS (SCOPE OF WORK)
L. Review of Building Department permits, as applicable
2. Draft scope of work for homeowner review
3. Revise scope of work with homeowner comments
4. Transmit draft scope of work to City Staff for approval
5. Finalize scope of work for bidding
BID PROCESS
L. Coordinate bid walk with homeowner and contractors
2. Alternate: Facilitate homeowner meeting with individual contractors to
obtain bids
3. Prepare invitation to bid
4. Transmit bid invitations to contractors
5. Review submitted bids for completeness
6. Prepare bid comparison for owner review
IV. CONTRACTOR SELECTION
t. Review bid comparison (bids) with homeowner
2. Review homeowner-selected bid for cost
reasonableness
3. Assist applicant in choosing lowest responsive
bidder
4. Verify CSLB license status, SAMS, insurance, etc
of owner-selected contractor
Bid Comparison Sheet
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IOAN APPROVAT/DOCUMENT SIGNING
Housing Programs will perform the following services once the homeowner has
selected a contractor.
I. LOAN COMMITEE APPROVAL
L Prepare approval request report including:
a. Applicant eligibility summary
b. Loan request summary
c. Recommended scope of work items
il. APPUCANTAPPROVAT/DENrAt
L. Prepare approval/denial letter
2. Transmit letter of approval/denial
ilt. LoAN DOCUMENT PREPARATTON/STGNING
L. Prepare City loan documents
2. Arrange for loan document signing
3. Record loan document/file State HCD lien
4. Transmit loan documents to initiate loan funding
tv. coNTRAcT PREPARATTON/PRE-CoNSTRUCTTON MEETING
1,. Prepare City construction contract
2. Prepare Change Order Acknowledgment Form
3. Arrange pre-construction meeting
4. Meet with homeowner and contractor to sign contract
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CONSTRUCTION MANAGEMENT
Housing Programs will perform the following services once the homeowner has
been approved by the City for funding and the selected contractor has executed
all necessary documents.
CONSTRUCTION MANAGEMENT
L. Prepare and issue Notice to Proceed
2. Conduct progress inspections
3. Coordinate and process contractor payments
4. Verify permits
5. Coordinate and process escrow disbursements
6. Perform Final lnspection
7. Record Notice of Completion
8. Review/Process change orders
9. Prepare File for Close-Out
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KEY PERSONNEL
The following is a listing of the key personnel to be involved in the administration
of each specific program outlined in the RFP:
DEBORAH SOTTEK - Application processing/loan underwriting, project file
maintenance, on-site a pplica nt assistance, environ mental docu mentation,
document signings, pre-construction meetings. Technical assistance to staff in
the overall administration and implementation of the Residential Rehabilitation
Program. Support as needed in the preparation of work scopes, cost evaluation,
contractor bid walks, oversight of all aspects of program expenditures and
reporting.
JOHN SOTTEK - Property inspections (including health and safety and code
conformance), preparation of work scopes, cost evaluation, contractor bid walks,
meetings with applicants as needed.
GEOVANNIE CASTRO - Support as needed in the review of applications, property
equity reviews based on comparable sales and/or appraisals, loan document
preparation, preparing reports to the State, monitoring expenditures and
program income.
KATHY REDMAN - Coordinator of inspections, bids and doc signings, filing and
releasing liens, record maintenance.
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Deboroh Sottek
Progrom Monoger/Loon
Underwriter
John Sollek
Cons'truction Monoger
Kothy Redmon
Adminislrotive AssisTont
Geovqnni Coslro
Loon Underwrite/Administrotive
Assislqnt
OFF¡CE LOCATIONS
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Address: 4835 Kelly Drive, Corlsbod CA 92008
Conlqcl: Deboroh Sottek
Contqct Telephone: (7 60) 421-1104
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26025 Newport Rood, Suite 4505,
Menifee, Coliforni a ?2584Address:
Contqcl: John Sottek
Conlocl Telephone:714 s23-2033
RIVERSIDE OFFICE
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RESUMES / QUALIFICATIONS
DEBORAH A. SOTTEK
Program Manager, Deborah Sottek has over twenty-five (25) years of experience in
housing rehabilitation. She has been instrumental in development, implementing
and improving CDBG, HOME, State HOME, CalHome-funded affordable housing
projects and programs. The following is a summary of her key accomplishments as
they relate to the consulting services requested by the City:
. Responsible for full service operation of CDBG, HOME, CalHome and State HOME-
funded, single-family and multi-family housing rehabilitation loan and grant
programs including application processing, loan document processing and
underwriting, and construction management. Author and implementer of multiple single-family and multi-family housing
rehabilitation progra ms. Provided technical assistance to city clients in the development/administration of
State HOME and State CDBG-funded projects and programs. Oversight of Lead-Based Paint Risk Assessments, Abatement and Phase I and
Phase ll Environmental site assessments. Responsible for writing l-5 successful State of California HCD grant applications
including CDBG, HOME, and CalHome. 'Monitor and track housing budgets including preparation of adjustments,
tra nsfers a nd appropriations. Coordinated acquisition, rehabilitation and resale of L3 City of San Juan
Capistrano-owned FHA condominiums including preparation of Purchase
Agreement, Disclosure Statement, property transfer and lien instruments (e.9.,
grant deed, deed of trust, covenants, agreements). Prepared staff report and memorandums for City Council, Planning Commission
and other entities as requested. Attend and present agenda items to City Councils and Redevelopment Agencies. Present information to the public at group or neighborhood/town meetings. Bachelor's degree in Economics from the University of California, Los Angeles
(ucLA)
nsibilities for San Juan Capistrano's Proqram:
. Loan processing including determination of income, property value
assessment/determination, asset review/verification, preparation of
environmental documentation (Appendix A and SHPO compliance, as required). Facilitation of document signings/execution. Preparation of status reports. Provide technical assistance in the review of existing program documents. Provide assistance in all aspects of program administration. Assist John Sottek with duties under construction management, as needed. Coordinate and participate in meetings with applicants, as needed
Primary proposed respo
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RESUMES / QUALIFICATIONS
JOHN E. SOTTEK
Construction Manager/lnspector John Sottek has over twenty years of experience in
the implementation of single-family housing rehabilitation programs. Mr. Sottek has
implemented CDBG, HOME, State HOME and CalHome funded housing programs
including multi- and single-family rehabilitation programs. John Sottek is masterful
in his field because of his extensive background in inspection and the applicable
skills within his field such as:
. Over 1-5 years of experience with "Title 24" and "Title 25" of the State of
California Housing Code. Certified State of California "lnspector Assessor" for lead based paint inspections. Completed all HUD Training courses pertaining to Lead Construction Supervision;
Project Administration Monitoring and its workers
' Oversee the substantial rehabilitation of both single and multi-family residences
including development of detailed work specifications. Responsible for full service operation of CDBG, HOME, CalHome and State HOME-
funded, single-family and multi-family housing rehabilitation loan and grant
programs including application processing, loan document processing and
underwriting, and construction management. On-going training is critical and mandatory to ensure code compliance. Bachelor's degree in Business Administration from California State University
Long Beach
Many cities have depended on his services to perform rehabilitation construction
consulting such as the cities of Encinitas, San Marcos, Cypress, Buena Park, Pomona
and Corona.
Primarv orooosed resoonsibilities for San Juan Canistrano's Prosram:
Construction management
lnspections (initial, progress, final)
Preparation of work scopes
Pre-construction meetings
Contractor payments
Meetings with applicants, as needed
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KATHRYN REDMAN AND GEOVONNI CASTRO
KATHRYN REDMAN
Kathryn Redman has over 25 years of experience as an office administrative
assistant. Ms. Redman currently assists Housing Program by providing off-site
program administrative services including, but not limited to, scheduling inspections
(initial, progress and final), verifying contractor qualifications (licensing, insurance,
etc.), compiling contractor bids for comparison purposes, following up with
homeowners and contractors on bid and project status, grant, loan and construction
contract document preparation, data entry for project disbursements and change
orders and coordination of change orders.
Primarv nronosed resn onsibilities for San Juan Caoistrano's Prosram
. Coordination of inspections and bid process. Coordination of Lead and Asbestos Testing. Coordination of document signings. File/Record maintenancer Lien releases releasing liens
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Geovanni Castro, Financial & Administrative Assistant, has over 15 years of banking
experience as a manager and loan officer. Mr. Castro currently assists Housing
Programs in providing off-site program administrative and application processing
services including: application loan and grant processing, credit report review,
grant/loan document and construction contract preparation. Tracking project
d isbu rsements, conti ngency a nd fu nd verification.
Primarv proposed responsibilities for 5an Juan Capistrano's Program:
Support in the review of application/ underwriting review
Preparation of documents
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RELEVENT/CU RRENT EXPERI ENCE
City of Bueno Pqrk!.
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Economic Development Depa rtment
6650 Beach Boulevard
Buena Park, CA 90622
Contracted Since 2005
Total Units Processed: 95
Funding Source(s): CDBG/State HOME
Loan Underwritins. Determining household gross income using third party verifications. Assessment of credit worthiness. Determination of Property Value. Confirmation of ownership and equity status of property. Preparation of Appendix A and SHPO correspondence, as necessary
Document Preparation
Duties also include preparation of City's required loan and grant documents (i.e.,
Deed of Trust, Loan Agreement, Promissory Note, and Request for Notice,
Construction Contract) and recordation at the County and/or processing of the
proper mobile home paperwork through the State Department of Housing and
Community Development (HCD).
Construction Management
Staff conducts on-site inspections of single-family units and prepares work
description of items to be completed and costs estimate of repairs. Staff also
coordinates with the lead and asbestos inspector/assessor to identify hazards to be
coordinated with the work descriptions when necessary (outside service) and
ensures receipt of an environmental clearance. Under the HIP Loan Program, staff
performs the following specific tasks:. Review of selected contractor's bid for cost reasonableness. Verification that the contractor holds an active/valid State of California
Contractors license by accessing the California State Contractors Licensing Board
website at htt p ://www. csl b.ca. qov/
. Verification that contractor is not debarred from doing work in a federal
program: Federal Debarred list - http://www.arnet.qov/epls/. Verification that the contractor holds a current City business license. Verification that the contractor holds the applicable insurance policies. Preparation of construction contract. Coordinates pre-construction meetings between the homeowner and contractor
Fund Disbursement/Proiect Draws
HP also coordinates the disbursement of contractor funds (i.e., checking permits,
contractor invoices and material and labor release forms), which included progress,
and final inspections of work, obtaining lien releases and filing of the notice of
completion at the County Recorder's office.
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City of Gardena
Community Development Department
1700 W. t62nd Street
RELEVENT/CU RRENT EXPERI ENCE
City of Gordeno
Contracted Since 2003
Total Units Completed: 267
Funding Source(s): CDBG/State HOME
STATE HOME PROGRAM ADMINISTRATION. Preparation of State HOME Program Grant applications (2002, 2006,2008, 2009,201'L, 20L4l
. Preparation of State HOME Program environmental documentation. Preparation of State HOME Program Project Setup, Project Funding Source Detail, Project
Draw Request, Project Completion Reports required for reimbursement of City advanced loan
funds. Preparation of quarterly and annual reports
. Preparation for State HOME Program monitoring. Monitoring grant expenditures (project costs and activity delivery) for compliance with
Standard Agreement
Loan Underwriting. Determining gross household incomer Assessment of credit worthiness. Determination of Property Value. Confirmation of ownership and equity status of property
. Preparation of Appendix A and SHPO correspondence
Document Preparation. Preparation of City loan and grant documents (i.e., Deed of Trust, Loan Agreement,
Promissory Note, and Request for Notice, Construction Contract). Recordation at the County and/or processing of the proper mobile home paperwork through
the State Department of Housing and Community Development (HCD)
. Loan signing meeting
Construction Ma nagement. lnitial/progress/final inspections. Preparation of scope of work. Solicitation/Coordination of bidsr Review of selected contractor's bid for cost reasonableness
' Verification that the contractor holds an active/valid State of California Contractors license by
accessing the CSLB website at http://www.cslb.ca.eov/. Verification that contractor is not debarred from doing work in a federal program
. Verification that the contractor holds a current City business license
. Verification that the contractor holds the applicable insurance policies
. Preparation of construction contract/preconstruction meeting
Fund Disbursement/Proiect Draws
Housing Programs processes contractor payments funds (i.e., check permits, contractor invoices
and material and labor release forms), which included progress, and final inspections of work and
filing of the notice of completion at the County Recorder's office. This includes preparation of
City check requests for contractor payment and obtaining all required City signatures. Staff also
prepares project specific draw forms including the Project Draw Request and Project Setup and
Completion Reports for submittal to State HCD for reimbursement of projects costs and activity
delivery costs and administration expenses,
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L Civic Center Circle
Brea, CA9282L
RELEVENT/CU RRENT EXPERI ENCE
Cily of Breo
Contracted Since 20L6
Total Units Completed: 20
Funding Source(s): HOME & CDBG
Construction Management
Staff conducts on-site inspections of single-family and mobile home units and
prepares work description of items to be completed and costs estimate of
repairs. Staff also coordinates with the lead and asbestos inspector/assessor to
identify hazards to be coordinated with the work descriptions when necessary
(outside service) and ensures receipt of an environmental clearance.
Staff performs the following specific tasks:. Review of selected contractor's bid for cost reasonableness. Verification that the contractor holds an active/valid State of Calífornia
Contractors license by accessing the California State Contractors Licensing
Board : website at http://www.cslb.ca .gov /. Verification that contractor is not debarred from doing work in a federal
program: Federal Debarred List - http://www.arnet.gov/epls/. Verification that the contractor holds a current City business license. Verification that the contractor holds the applicable general liability and
worker's compensation insurance policies
. Preparation of construction contract
Fu nd Disbu rsement/Proiect Draws
Staff processes contractor payments funds (i.e., check permits, contractor
invoices and material and labor release forms), which included progress, and final
inspections of work and filing of the notice of completion at the County
Recorder's office.
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RELEVENT/CU RRENT EXPE RI ENCE
City of Corono
Contracted Since 1995
Total Units Processed: 160
Funding Source(s): CDBG & State
Redevelopment Agency
400 South Vicentia
Corona, CA 92878
HOM E
Current administration (construction management) of the City's CDBG-funded
single-family Home lmprovement (HlP) Grant and Loan Programs, Mobile Home
lmprovement Grant and Loan (MHIP) Programs.
Under the HIP and MHIP Loan Programs, Housing Programs staff conducts on-site
inspections of mobile homes and single-family units and prepares work
description of items to be completed and costs estimate of repairs. Housing
Programs coordinates pre-construction meetings between the homeowner and
contractor.
Duties include preparation and grant/loan closing of City's required loan
documents (i.e., Deed of Trust, Promissory Note, Request for Notice) and
recordation at the County andlor processing of the proper mobile home
paperwork (title and registration) through the State Department of Housing and
Community Development (HCD).
Housing Programs also coordinates the disbursement of contractor funds (i.e.,
checking permits, contractor invoices and material and labor release forms),
which includes progress, and final inspections of work and filing of the notice of
completion at the County Recorder's office.
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5275 Orange Avenue
Cypress, CA 90630
RELEVENT/CU RRENT EXPERI ENCE
Cily of Cypress
Contracted Since L999
Total Units Completed: 100
Funding Source(s): CDBG
Construction Management
Under the HIP Loan Programs, HP inspection staff conducts on-site inspections of single-
family units and prepares work description of items to be completed and costs estimate
of repairs. HP also coordinated with the lead and asbestos inspector/assessor to
identify hazards to be coordinated with the work descriptions when necessary (outside
service). HP coordinates pre-construction meetings between the homeowner and
contractor.
Document Preoaration
Duties also include preparation of City's required construction contract.
Fund Disbursement
HP also coordinates the disbursement of contractor funds (i.e., checking permits,
contractor invoices and material and labor release forms), which included progress, and
final inspections of work and filing of the notice of completion at the County Recorder's
office.
mil Exterior N borhood lm rovement P
loan Underwriting
HP is responsible for determining project eligibility based on tenant provided income
documentation, Confirmation of ownership and equity status of property.
Construction Management
Under the LLNI Program, HP inspection staff conducts on-site inspections of multi-family
units and prepares work description of eligible items and costs estimate of repairs. HP
also coordinates with the lead and asbestos inspector/assessor to identify hazards to be
coordinated with the work descriptions when necessary (outside service). HP
coordinates pre-construction meetings between the property owner and contractor.
Document Preparation
Duties also include preparation of City's required loan and grant documents (i.e., Deed
of Trust, Loan Agreement, Promissory Note, and Request for Notice, Construction
Contract) and recordation at the County.
Fund Disbursement
HP also coordinates the disbursement of contractor funds (i.e., checking permits,
contractor invoices and material and labor release forms), which included progress, and
final inspections of work, obtaining lien releases and filing of the notice of completion at
the County Recorder's office.
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RELEVENT/CU RRENT EXPERI ENCE
City of Encinilos
Contracted Since 201L
Total Units Completed: 75
Funding Source(s): HOME & CDBG
Planning Department
505 s. Vulcan Avenue
Encinitas, CA92024
Loan Underwriting. Determining gross household incomer Assessment of credit worthiness
' Determination of Property Value. Confirmation of ownership and equity status of property
. Preparation of Appendix A and SHPO correspondence
Document Preparation. Preparation of City loan and grant documents (i.e., Deed of Trust, Loan
Agreement, Promissory Note, and Request for Notice, Construction Contract)
. Recordation at the County and/or processing of the proper mobile home
paperwork through the State Department of Housing and Community
Development (HCD)
. Loan signing meeting
Construction Ma nagement. lnitial/progress/final inspections. Preparation of scope of work. Solicitation/Coordination of bids. Review of selected contractor's bid for cost reasonableness. Verification that the contractor holds an active/valid State of California
Contractors license by accessing the CSLB website at http://www.cslb.ca.gov/. Verification that contractor is not debarred from doing work in a federal
program
. Verification that the contractor holds a current City business license
. Verification that the contractor holds the applicable insurance policies
. Preparation of construction contract/preconstruction meeting
Fu nd Disbu rsement/Proiect Draws
Housing Programs processes contractor payments funds (i.e., check permits,
contractor invoices and material and labor release forms), which included
progress, and final inspections of work and filing of the notice of completion at
the County Recorder's office. This includes preparation of escrow instructions
and disbursement req uests
REFERENCES
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rl City of Buenq Pork
Economic Development Department
6650 Beach Boulevard
Buena Park, CA 90622
(7L41's62-3s91
Martha Archuleta
Housing & CDBG Analyst
City of Cypress
Redevelopment Department
5275 Orange Avenue
Cypress, CA 90630
(714) 229-6728
Steven Clarke
Redevelopment Proiect Manager
City of Gordeno
Com mu nity Development Department
L700 W L62nd Street
Gardena, CA90247
(310) 2r7-964s
Carol Nishi, Administrative Analyst
City of Encinilqs
Commu nity Development Dept.
505 N. Vulcan Avenue
Encinitas, CA92024
(760) e43-2237
Nicole Piano-Jones
City of Monlerey Pork
Management Services
320 W Newmark Avenue
Monterey Park, CA 9t754
(626) 3O7-L349
Annie Yaung
Director of Management Services
City of Corono
Redevelopment Agency
400 South Vicentia
Corona, CA 92878
(eoe) 73e-4963
Cynthia Lara
Redevelopment Manager
City of Breq
Commu nity Development Department
City of Brea
l- Civic Center Circle
Brea, CA9282I
(71,4167L-4461.
Marie Dau
S U BCO NS U LTANTS/RESOU RCE
COMPANIES
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CHICAGO TITLE COMPANY
3250 Wilshire Blvd
Los Angeles, California 90010
Dawn Gitner (909) 239-0167
United Title Company provides Title lnsurance and Preliminary Title Reports and
appraisals for City loans.
Housing Progroms has worked with Chicogo Title Compony since 2006.
BARR & CLARK
I ndependent Environmental Testing
16531 Bolsa Chica Street, Suite 205
Huntington Beach, CA 92649
Matt Crochet (71a) 894-5702
Barr&Clark.com
Barr & Clark provides DHS certified inspectors for the presence of lead-based
paint, risk assessments and clearance inspections for all our city projects with
pre- L978 housing.
Housing Progroms has worked with Borr & Clqrk since 2003.
TOWN AND CO NTRY ESCROW
39L North Main Street, Suite 102
Corona, CA 92880
Phone: (951) 737-8860
Facsimile (95 1) 737 -07 60
Town and Country Escrow provides fund disbursement for the City of Encinitas in
conjunction with its Residential Rehabilitation Program.
Housing Programs hqs worked with Town ond Country since 2006
FEE SCHEDULE
ACTIVITY DELIVERY COSTS
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n tEstntFTtoil 0F rll0ftl{FEES Ptfr ttAl,l
Apfr icatian Processi ng f{pp/iront/Property $¡gib¡fity Ðetermr-not¡tn ¡537s.00
TÉle Report 5çs"oo
CrÊdit Report 515.CIo
Initial froperty Ins.pection & Preliminary [ostAruafys.is $45r"00
WorkSpecifications. Owner/Cityfor Revievl, Final fuecifications for E*ddirq 5ç0s-04
EID PROCESS
coordi&atiu* $f aid prÐc¡ss and eid w¡lk wi& l{oñEoumer and Ëor$rxtsrs
owncr HEviEs¡'d Bids, c¡rls¡it¡nt Eevisw nf 8iê, follcur'-up
Veriñcetia,ß sf Licen* &. ltrs¡rure
Selection & Awård tf csfitract
$6{)s.CIO
CO¡TRATTOR SELE TE¡I
A,uffd of crr*r#t
Preparation of c¡nstr,*tion EE{*rã{t
Verificeticft gf Seleched Ccfitrð{tor stËte License, non-deh¡rrnenç required insurance{s}, and eity
bsriness license
Construrthn rontre* eæoltion rnætitg with Hom€o$mer/ElËftd cÐntrertnr
545$.00
EXECUNffi OF I.OAft¡ DOCUMENTS
Loðn Doilmeftt Prepuation, exeËution & transmittd for rece*ding.
ioan Clcsing & noteryserrices
¡tl¡üipfe ffil*rsri+ ¡eødrsnged raflffurÈ axd odd¡lronal meetfugr ûr¡led t¡ourfy @ Sl5.filr
s375.00
FILE t\,lAll'tTE NAIICE
Organiring lrnd cloiç rut liÞ dr.rrunxnls. rmurirg all ú.¡curnent¡ se in ordrt ¿nd lile ic
0r¡anirrd. romplete and rrody for ¡udit.
515r].0ü
TOTAT FEft TOAII
0ESCHmO¡¡ CItttu0m(
$3,{Ht00
Ftrs PEn toAl'l
Lead Based Faint lnspection and Report {Bffiedr¡l $r5.CI0
Detailed Lea#Based Paint Work Write-Up {Specifiøtionc} laenacbrltl $275.00
toordinate/obtain and revierr¡ lead inspectionireport and incsrporate into t¡U\lU[j $r5s.r0
Coordinate obtain ]ead abatermnt bids sr50.00
Coordi nateþr/Éree€ lead abatement $ff'rk sr50"0û
Lerd Based Paint Clearance lnspection {Brreclertl $118"001
Lead Based Paint Clearance Re-lnspection {nrrr.ctrt}$22S"0F
Lea*8ased Paint Contractor Selenion
PrEparatiofl øf csnstruclbn Contract
t¡*rific¡tion a|f sÊleEted tÆrTtr¡rtûr stãE License, r*rï#ßflerrt, required insurance(sl, and Ci$
businers licerse
Co¡s&l.Etion ccrltrdct exerutio* meeting with Horneswns illd csntrector
$r50"00
',Scr,nt: I rap c ¡lå !E'l¡'t
r,år tni¡t ! rúú¡a J rtã lú --{r'l?lt u¡¡,* ô. Þü-L*J lt a¡ü-dÛ¡rllìtþ
I
(r
I
å
..+,,..
{
It
i.É
Ï
FEE SCHEDULE
ADMINISTRATION COSTS
l¡
{
General administration services including
processing preparation of reports, marketing
materials, preparation of grant applications,
processing payoff and subordination requests,
add itiona I ad m i n istrative services as req uested.
$75.00
DESCRIPTION OF WORK Hourly
Rote
{
h
rl
FEE SCHEDULE
STAFF HOURTY RATES
s7s.oo
Szs.oo
5¿s.oo
$ss.oo
DEBORAH SOTTEK
JOHN SOTTEK
KATHRYN REDMAN
GEOVONI CASTRO
Note: Fees under the Activity Delivery Fee Schedule
are based on an hourly rate of SZS.OO.
STAFF PERSON Hourly
Role
SAMPLE APPROVAL REPORT
f-
t
ri
Housing Programs
2$f,25 t{oçort ftd SıÕ, Â5J15 filcriÞll , tÅ æ5S*
1,fsæ {1141 6&t-2ffi3" F¡¡ i7l4} ?ll'#4
Ts:City of San Jx.e.ll trapis{rano
Deborah 5oüÊ1" Freqrart l',*eneg*r
LffAlt¡ AFPROUAL REËUËST - Hornecnn*r
Street åddress
5¡n JuEn C4*srano. CÅ !63?5
t¡¡e: filonday, June 24, 2tlË
Fram:
Sutþct:
Essåd on infmrflatisn p*'a'råded in tfs prograrn *ppllc*ion, Houeing Ft*grama hEEdete¡rnir¡Ed thst*!å app*cante
rftË{{ ths *lþibilitr critEria fur eppr,or,ad of E Sãt,Ðfrt.00 ¡ehEtdlitdiorl losn, The epp{icant gmae snnual
hous*hold inmçrp is $3Ë,É95.5Ë wt*ch ia bslsuttp n*aximum *nuEl *ncorne' fnr a one-pmsn houÊshold of
*'88.500.ffi.
Hsneo*ner ia 63 yeeæ a{d. Thê tm¡*&edd incsms ie derhred es si¡o*n on the '6r¿ea Innsrp Wa{tshsår
EXHIB*TA"
Cor¡lractor Bid $ummary
Jord$ Iotile P!Éiño H l{ -- - -Uurffi C¡"rrrGiñlt"o-' x 3 Gryst¡ucüioo
¡+ltE{¡.fil ¡49,8 t.f}fi 144å$.f,ü
Houaing F?Égr.årns hag ret¡þred gnd' dÊ¡Bñflå{ied thât t¡F ¡lsÞßr+rcion€d b** corçty rith lhE tig of San åaan
Ëryistrano twner-üccryed He$.¡sfuilitdion Frogrøn ÊúCe{ires. Hulainç Frograrna has rsttiËËd tfË
¡Ecsnuflårdåd bid ãnd fcund ür* Ë.sgt b be Éaeonsblå. The cnrn*r-Be*E*d ctçgrf,É'hr irucornu¡etdad þÈdl and
ü'c funding summËs1 ss li*d beloro. tæ'EXHIBIT B'for l|e Flesornrnrded Scope olUrfr**
Fl¡rdinÍn Ssrrrrnry
l¡ 5 üffirbuoåÍ!{tl
?rålill
üs Foç:$.sÍ
Ts¡mi¡:*Ð.'m
TE¡t
Ër.¡.rrlAmürt 8'¡o
SlEnsxns tsrûhii¡m û0.{ll
The lthel*ãtion sf thÊ homre ie*liglde lorst¡n tffiËJsbtÊ l-toHE Fn¡grårn funde. l-lacaing Prugnarne
mcxnrnEnde thå trrffd al ¿ S5fl.ffi.ffi Sne CüBG,Gæ Hû*lE progmm han.
Åmrsv¡l:
Fleconxrerded by:Daþ:
Hursing Prograrns
C¿üy of 5æ Juan Capisrano
T.de
åçpræed þ:$*:
SAMPLE SCOPE OF WORK
PAGE 1 ol7
f,
*
{Ëity of $an Juan Capishano
Corrnunity ¡nd Ecs{rofü¡c Éevelopment Departrxnt
320 l{. tlewm¡r* Avenue, ilontercy P¿rlt CA 91751
ÐATE:
t'yofrr( sPEËtF,c ffof{s
ûvrner-Occupied Housing Refi abitif¡tbn Loan Prngranr
C.tty Canãü.l/ctic{l çcÈrd¡nåtor:Debar¡h Soûtel¡F{rnne't?Ë{il ¡åt-,!ilt¿
PFO,TEGI $¡FORttå fr0rl¡
ûnrner t{em€{¡l:
ûq¡rner llrnp Fbone:
Prooertv Àddrecç:
8mDER',SilUHlftJ#¡nof{
áflû¡bn*Fffi¡sfúeæødeßdrùlenffied*sndilñdfefft¡fll,|. fim.mnpHadffsn*s$fl"¡¡funndfueryc¡r¡æ &rcåtrfu
üe,Ei*d.
Centr*ls Como¿sw llane:
Contraetûr Cqnt¿ct Pcrson:
Contracter Addr€ss:
Phor¡e:Çell shone:F¿x:
flnnlnrjm I iænç *el¡sç-
Conb¡cter liionaturc:flaþ:
lrtfsftRA¡ú68 CERÐFÍCâ fllS ÁJuX) EarSltrfESS UCEI¡SE
Cs*tracto::
Liabilitv lnsursnce Co:Policv#:Exoirstion:
ttlorlte¡nr C omnensation:Policv #:Ernirstion:
Citv ef lilonterev Park Business License #:Exoiration
ACTËPÍAtrT.Ë C'F WWTE{TP TERifS
I have read. qree ¡nd mùmland thd li¡n ihm h'd ¡nount: ¡re ¡ü ir¡dusiue of desc¡i$ion speciFcatíom and the fo{lowing:
{} S.tandards of Oualty ipager I aød 3 of "$lort Specituations'}
2] City of fifonùrrey Far* Huicipal Êode
$ üalituo*a Buil@ Studads Go6e fTiüe 24| adudes: Cdiñnt*¡ Euild!¡g S*rd,rË AdmùuÉælt'¡E Ëode; Califtr*h Buildng Çod*:
Çalifuur¡¡ Rrsidenli¡l Code: talitumia Etecæ¡l Code; talfomi¡ i¡ledr¡nic* Ê¡de; Çsliftß¡ä Plu¡úing Ëode: Catifamia Eaeqy Çade:
SaF Fhlicd Building Code; talitumia Firc Code; Cdfomi¡ Eristing Buðding Code; C.Jabmh e€Ên B'deq Ëhndards Code
tûÉilËreen Codei: C¡e{wnia Refereçne SHd¡ds Çode-
C,onkador Bignature Frqerty Õwer Signafure Froperty Õmer Sþnahrre
ITETJ:I DFTERMIFIEÐ Tfr BE ELIGIR F t¡NDEH THE FÕTLÛIIYING CÂTEGORIES:
l. Êuildhg üode Uid¡tion {SC14: l'åe¡1Ét ard Safety tode {H€}
lst*E lllrElrg L¡ill
3. Lead Baæd Paintûontainiry Building Materiðl {LBPI:
4. Ëenerd PtuFprtï lmpcouement {GPl}
5. Handicas Accegsibiliþ (tlål
SAMPLE SCOPE OF WORK
Poge 2 ol 7
{..St¡ndardç of t¡relitv fn¡ree 1 of ?l
lu order ts est¡biish ¡t¿nd¿rds of qualit¡r Àl! work ¡5 to he corapleted per City building planning and pubbc uurks.
code*, *Internaticn¡l R"esidential Cndes" ¡nd 3016 C¡liforni¡ Euilding St¡nd¿ds Cocle {Tide 3,*J as well as pr*duct
man¡rf,¡ct¡¡rer's inst¿Ìlation requiremenb, The þb i: to be frnished with a 'journeym¡n" lrye[ of craftsmanshful
Canb¡etor's igrroranee of esisting o,r nerì¡ codes úoes nat re[e¿se the eonb¡ctor of this respenribllity.
{anuac-tsr certifier that they ha'¡e condr¡cted a phyrical åmpection of the job :ite prior bÐ rr¡bmitting their bid ¿nd
that theg h¡ve verified alÏ quantities, ¡nËå.n¡¡eürenti, dimen¡Áon¡ and. sonditisnl Cont:¡ctor sh¡ll ost¡¡fo tire City of
arr¡r ilircrepaneies prior ts subnuttiag drdlrbid.
Cønù'actor hrir¡slsr
-
IIon ¡e0 wn er l¡rin'als.'
ll¡teri¡lç, louinnrent. To¡rlq. I-¡bo¡ & Suonli¿s:
tontractor is to pro'ride tire m¡teri¡ls-, equipmenL toolr, rupplie¡, l¡bsr and :upervisiron oeeded to perform all
eonst't!(tion duties. The homeow¡rer is NOT to pmvide eny materialS tools" *quiprnent or supplies nÊeded to
complete tìe sco¡re of wo¡k unle¡s otlren¡iise speriñed in tåe :cope of u¡orlç
De¡rolitio¡r: Replacement or inst¡l!¿tion of new n¡ate¡:i¡l¡ :h¿ll incl¡¡de the demolition end pro,per disporatr of
exi:ting tltaterials beiag replaced. Items FÈnloved fsr rÊÞl¡cemËnt. ürless sgèðifred in writine. to the conuü?. shÁll
become the prcgertyof tbe ænb¡gton
fon Ë'n ctor .l¡¡ ibi¿¡ I¡.'Ifon¡eor¡¡n er Jnitlal¡.'
-
I{eterials: The det¡iled specifications nr,ey refer to å certãin product by nerne and,/or frsm ¿ maior nunufacturer,
Th!: ç'ill not eh!flia¡tÊ from conrpetition oÎú¡er produrtl of equal or bett€r q¡!åìity b odlrr m¡nr¡f¡ct¡¡¡¡ers *r
supenede eng cade requirenrent otr conÈarts,r m€¡s¡¡r€rnenta Eontrasbr ¡h¡trl oht¡¡u tå* oiì¡n€r'l and city s v,ryi¡ttsl
appnoval *f the n¡terial equipment ¡nd fi.vtr¡¡es [manufactrrer. model n¡¡ü¡h€r, color, etc,] to be ¡¡¡¡t¡$ed prior to
the cpmmenrernest of the rvork Ft¡teri¡I¡ incl¡¡de replacement of re!¡ted trscÊls¿q¡ perts for o.peretion [Le, water
ruppþ lines. wr'itú cooer platern etcJ
llaterial Qualitf All replacement rr¿terù¡is mu¡t be new ¡nd nnused prior to iaast¡ll¡tion ¡¡d Title l* courplient
lly'here not othenri¡,e speciåed ¡Il u¡¡tpriels m be r¡redium {u¿lity by ¿ well &nown m¡nuf¡ctu¡r:-r rvith ¿ minimurn !0
year mxeriai w¡!'r¡ürty"
fontrrøetur f¡¡iÈiaIs;
-
If on ¡eo *'n er In if¡als¡
tt¡ã¡ranty: AJ! m¡ouf¿ctr¡mr pnavlded produ* motenal speúfieatiwrs and lyr¡¡rrn ty htførtwatiøn is thr pruperty
of tle homeowner ¿nd tnust åe ner"iewerf þ tñe prugrnnr odrrrí¡ristrafor ss n pre¡equäiÎeþr pø¡nerrt Inehrding
butnotlimited tn: cab¡üet5, cçurrtÊrtops" fiooring plurnhing ¡nd e[eca'ic fixture¡, a¡rpliance:, heating & ¡irunit¡, etc.
tor¡Fact¿rf¡¡irial$- Ilon¡eoxr¡erlninslsr
-
+lpprorral of Substit¡¡tions: The eonu¿etor sh¡ll ñ¡rn¡sh dre list of prop,osd de:ired subrt¡tL¡tio¡ts ¿nd çhe
¡ub¡titutisn¡ mu.:t be approved þ tlæ orvner ¡nd cit¡' prior to sigrring tt¡e con:trucÈjon snbacL
C,haqes: tonFactsr ac¬rledges ¡nd under:tand: d¡at na changes c¿n be m¡de to tt¡ere speeifications withsut
the n¡rüten authorization of the owner ¡nd úe ËÀt¡r of Þtontere5r Perk
donuucmr I¡¡iahlsr _Honreownerlninql¡l
-
SAMPLE SCOPE OF WORK
Poge 3 of 7
,t
I'
rl
Eniltinr P¡¡nlits . lqe¡firr'enrentc - Plrnr - l'lrar'r"i]rgc:
T[re conTrecror or their registered ralea person shal] p'ersonally Eleås¡¡re anrl inrestigate all itenls to be b¡d.. All ùtems
listed on work des.wiption, unless otheywise rpeeifieü, :h¡ll inetude requirred ptans, bulldlng perarits ¿nd fee:.
ConEå(tor äs rwponsible for alt quantitier and me¡surrcrentr, obt¿ining ¡ll ptån5, perrnitr,. feer, dity businels
licens*. €t¿
6onü'acror Initials;-If onreor+'n er lrrinais.'
Ii¡¡¡ESþ¡b
åIt wçrk wil! inch¡de the l¿bor, m¿tÊrù¡¡5 includi.ng rim ¡nd h¿rdwa¡e and ¿i! fi,n:¡sh worh patching, telctunng.
prirning and painting or:taining of ¿ffectpd ¡rees.
Çonı¿reüer !¡¡it¡r¡lsr Iforr r¿or+.n er .tn fa'alc,.
.E¡i¡¡tiæ¡
Çonbactor to use tunn Ed¡rards ¡rroducts and provide hsnrÊmtrner with color cha¡ts, all efiteriûr gaint eolon
Inust be ¡núro:¡ed l¡¡¡ housinr co¡ss¡ÌÞ-nt nri'or tn our¡ch¡qe rf ¡Àint, l:¡tericr pai¡rt: Einhen ¡nd B¡throsms mr¡st
h¿'r¡e ¡ glorsy ffnilh. the ¡bpen in tùe reu¡ai¡rinH Foolns of hous* ¿¡ne ¡t rh€ discrÊtion eod eppr.ovel of tfre homnowner.
Parnt Preper¡ti'an: Esüerior: Use dr"op-rledh:, cover grnound, sidelr¡¿lks, €te. lntÊrior: Col'er furniture, flooring,
¡rr¡sk end csçer e¿binets fi-'û¡res, door hnobc. remrue ¡*d re¡nst¿l! sv¡,itel¡ and neceptacle eoçer plat+s" etc" P¿tch ¿trl
ls¡å
f,ont"aclar &udaIs;Ilo¡neuwner Inif¡¡¡ls.'
-tleÃql¡¡r,
csndition at all tirrres. Csrrb¡cÈor 1¡ NOTto ¡¡se ho¡neow-ner garbage c¡¡r& b¡oosr¡, r¡euum ctÊ¡¡ler¡, ¡nû.di¡gs¡f-d
¡g¡, Coneactsr i: to di:.po*e of
.åI.L csn¡t1¡sËion debris. All ¡s+oci¿ted costs are to be ¡nelr¡dÊd wiùin tbÊ bid qf each line item,
fonùuetor Inidals;-Àlo¡r reor+r'¡ er tnitl'cls.'
.E¡l¡¡¡så
Cone¿rtor :hall prutect ¡ll aew m¡teri¡Is and su:round:ing ¡r¡¡te¡iel¡, equþmenL floorirg, c¡bin¡,tl end ñrrniehings,
etc. hom da:nage during conrElr,rrjÉrr. Ëontrarær ¡il'ill ÈilOT store m¡teri¡ls or debris on l¡rvn. Contraçtor sh,åll. *
tbeir eryense. repair and,/or replace rrate,rials, eguÉpnrecrc firn:i:hings. plent m.*teri^als J'r¡¡ged" ¡tolen sr mispleced
¿s ¡ result ef tleir negligenre"
Contmetor lr¡itialsl
-
IfønrsswnerInrnals.'
ü
(:
,J
,'¿
¡ l.'
I\r
i
SAMPLE SCOPE OF WORK
Poge 4 of 7[i
åt
nem idenùfied åËr¿mÈ rf i¡sFecrÈn ¡s El HC El SCV D n¿ E Cpt E lAp
I
sffirp RctFrHG
Shr ul trels of rcoñm cn
*of iaps dmcftrgrennld hduded h h{:
l/l¡¡OD RËPLAEË$E!{TJREPAIR - TO htlHlilUM SIFUCItfrAt $T¡t{üåRg
INCL¡IS€: À miriøu* d lS.6 *resüúngrq¿¡cerfleÍt i¡ ütis bðd.
$mSO FE?I-ÂËE: &rr ri:ihe rrd ¡corsElle hme* daroaged wrdlsr ûï'rd€d sl¡'ter boad, øfrer bds. eaw¡. sofr sd fasen. Any
Ëseil æfument * þ be lutalted h m*ck e*istig dineæþrç ¡'td ¡1.5 degne end e¡rts.
*øf fte{ of tascia rc¡lacenx¡t* ind¡¡èd n biJ:
-
#dhetof sü*r rood te¡{acerna* ¡rduÕdh ¡¡t:
-
ì¡{ÐûD R€PAIR: ùl hp,! o* nrcod h le epúed xi[t tødol cr såmibr padliq m¡ådal
-
AÐOffl0hf& SHFÂItilhrË REPLåCEIIEHT: A ,:llå¡iGE 0FEEE þ be s¡åmitled hy iæ cæ#adu lrih dg¡td lrdos denlifoirg Ð{l
leïiils añd rquare or ä*il fo@e d addlicnd H¡d rEFãccßlgrt ¡dê¡Êtñsd afre? r{oñq h¡s besr erErcd s a r*e d l-ær
tire¿l fua fur ¡{*rks tR f- per :quare &ot Èt rlçwod.
TRIM IFEES {il +plinbþ! _ YES _ Hû {eilde ane}
Trln ¡ll he*s emmaohhg on rcaf at tlæ,lllq nd 3ønç md harl ar*ay all Cekis {if apfcah*el
I ttsTALl_ ¡tEir¡ flûoFtNG
RtSFll,tG: hrEàli nerr LIFEîI{E dine*:¡xr'i mrnpm*im shirtþ ñonq aver sùnrs aÉùis} {Ceftú TeeC. GAF, tlrrru lomirg w
eqr¡al], {30 yer n{únun rnaruÊaárrer *arrady'}
Fl-{SHlt{G: hdr¡de ner fefrÈhed {hskÊd :rurx{i 3 tþ edge n*d ælrd perûnder, rdley, dtinæ¡ crd, pþe f,¿aúq.
lrEHfS: Replaøe al renÈ ¡d çent csrer. ln:t¡llrcrv dtk rÊr*5, ùs rtÉssrry b rret l0Ji sþlcad*
PAPÊR lergS#Êl{r*et.
PAIHT: F¡irt ¡ll rent5, sor,er, ¡i{'s ñd ff ü*ri}ts.
RAJI¡ DrqJEq'TE RS: lndde øh ts¿rÞrc !üër ¡¡l &ü arlT rqrs .
ÊLËAF¡-UÊ tlear ç ariærnor¡e dl t¡*, dÊ¡riçtsFo¡rde bloom deil ¡re¡.
FERmIrS.- BID Tû iilCLUEË FEES Aå¡D FERMITS- CüF*.is {}hil F1;a*ùg ard EriHig Depùætni +¡rmd.
ilOTE TB iIüIËTIU'¡EF ÊlI¡FffiT¡¡{TË
'Th¿ ¡orbachr t¡ll{.l f,¡tT bê mp*sllle for !e æh¡Elbtin x ilre c6st b Ë'rtgldl At{Y rwf * ¡se¡{irÞd rc¡f ¡lç¡ nsãlbd TV &h or
ilrbñ¡æ.
Cûst
Pmpedy "4ddhessr
SAMPLE SCOPE OF WORK
5 o17I
,[
'Ì{
{
*"
I,t
r
(:
II
l;f
t
t,l
i
fi
ü
I
I
2
Ëiailitih¡Erirtim Ca*lflaa St¡temrr Sú$rrÊi¡lty Delerin*,sd i FrftE?l t¡hage irsns
tse,m idenrified ¡r Eime of inrpecrion ur I HC I nCt¡ f] nE fl Cpl il ¡-np
REIH glfr,{ ¡r0# $IÁf{$,{FI}:
kEÞll riun$ìl5* se*nleEr Èi+ gvtÞr*:¡d dor,cspo*¡E.
LtCATl0f{S; Fr¿nl of Houacl6¿r¡aa and Rear of lln$e - SÊe
i"eÉ li¡\li¡hlel nh Er$er aæas or plrt¡e u *¡ht
Srilnspsqb rh{dd dirert fie rwþer a'*ay frwr úre d*ellhg, qaraç
ß p¡tb{sl-
bd¡Jp r¡äh, Írs bid lre meaçurÊ{rÌ€nts:
-¡¡¡{r ¡f autpr heoi fÊ€t Dmrnsmus * 3
Güt:i
3
Elipihåity.¡Existinq Conditim Statement: SIGTIFICA¡fi'LY O¡¡lÁËEÐiil{üFÊRA8LE
Ire¡n identified ¡r rtun* sf insçecri* "r I HC tr E{fl tr HA E} GH I LÐP
SEFlrlSff Iå Tr0ff S fCfi [lt,8Ð;W
Funicih ¡nd hsul nerr, pru-irisåed sotid en¡* FIBEffiLASS ¡reümE doç nt hoñt enþT.
l¡dsde ilen:
1 i Lo*se{¡de#}l tBdtla¡e or eç¡d - hryd ts ærisbr¡ loc*=j
?! Frctng dmr niür h¿dr¡¿e *rd oocçessim *eaüer-suþilç
3]' Aiøninrrr tneshdd witih nlber nea{r*<riphg, a*rer sê.lÊded fiidr
4) lrre*ì.dEüaaftS l'*r¡{red b tlend h riü exis¡lg n-dl Èri*}J
5! E$enor dou e*in¡ _ YES _ l{ itrbhêd Þ l{sd h rilr e#*r oi dsEr ¡r ¡r¡od tin d lnusei
Funidr srn*r wiür mambcù¡rerl r.arrlú¡' hfnrn*bn
$A]EÊIÉI COSTA¿I,3WÂI.¡CE FûR BOÐñAi¡B HåFDWAFÉ IÐq}
Cûst t
åg
4
stËåitFtcANiLï 0åÅlåËEErl|{CIPEÊABLE
l¡er*identified¡rtimeofinsoectionrt il HC fl Eflt¡' fl ¡n EÏ gpl I Lgp
1 i lndute lcúseüdeaådt {Sdrlaç r eçrd - keyed 1* eristing lo*s},
I ] Coø¡*essirn xeaüæ¡.ctf f nç
5) Aiunirum heshdd rl* ñ¡b€l'nedtersi¡¡iq
4i nrterseleM ft{elr, stahmd va¡*h*FÊt¡ maHr eútirç Þin
5) RçairjarÈ,casiq,rxddirE,tsím,eb.¡eneress:¡ry" iüreueofwmdput¡sñgt.ri¿cc€?àblerepailDt$leholee arderadrsl.
OTTHEfi SEi-EIIED DOEflAND LÛçI$ET
MATERIAL CTg' ¡d-I.3VIÂHCE FÕR DOæ.AHD L'XCI{sET:T8TO
(:ffif'3
E¡4dai.e¡s:
SAMPLE SCOPE OF WORK
Poge 6 ol7
fi
trl\r
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l. ¡lt
q
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:\
, l'l ¡¡
¡J' '
rl .
i['l
l'
lt,,
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Item identifi€d¡rtåneot inspcr*rn"s I HC E] ACV fl na fl gpl D mp
fi Ell¡8ll-¡rr¡flOlY Sl¡lif f Hfi0:
ñEPLICEtÌtilDOWS
Ilfi ?¡l¿ l€Vi RE.llECf lT V*ffl I'TIHL\SS.S lf{ Elfl 51:fi ç AFEII¡i€5
FEt¡sìlE A,& KFÛSE ry E,l|Slltrâ SECiJRTT gÀnË.
F-\t5-flh€FEAtEF!{D ffiA$E T*ELrL*t{Ë Ctr{}ÆÊlrÐr¡ rå,S'r 8E ril ESABSE!ÉR
'*¡|LfACïJEER-
lJlLËAFÞ - TU5CA!¡Y *{ieg
¡rr¡ ane{!T*e rindor !r.¡nü ¡il! nldüÊt nurst D¿ itsüifrË{ Ðû ür15. lid glêel ¡ñt +File6 pno. !o c,Íllãng Èidi
ALTEFÍ|ATE AñffÉ,fI¡COEL: ¡N ÅLÎERT{Ä1T 1ß BF ÅPFfiTI¡ED -EID 5l-ÊÀff} {¡IT.Y
Êu5H Rf¡_ ELSCT{ FRA¡.{E_
fs¡nner 0f sn0ore Þ !È nsr€Êd: _T_
FñÐñ¡Trrjinrto.5 rl,¡naEiss:TE5_ Hû_
{nHDCt¡,' SFECIFEAïÛ|í¡5
ljrirqt'trftrËt sffêen5,
2J L-trIabþ,
fi E ¡eqf *ðr tú¡t¡hd.
¿¡ $-tuññlrEr Ftrll L¡f,rrms {uïnEñty
Iflt!¡D€SrJ 5TYï._E
'Àr$o¡sbbÊrudÐoed¡in'nuiry¡Ul sıiE. ür$orffi. Âor€FbÞEalþm*eÊsuewrwr:brrbf,ltlËesshBindoú$k;insoma::esa.rmip
0úe rÊq¡fsîe{Eái1385 fie rifEffi ffle ¡IÉ 5iæ.
ALLS$JÂËLE fttXÐëIf 5TNE5
t!¡iÐnüt süer - Fkå.rE - c¡rë¡ent - Ê¡¡gtÈ Hur{
lfiTE: $E {ri füúdx i¡ #lr tsdtÞoür [u,J$ rr$üFlt e en*peÌlcy Erit 5ìÉo1 rì6 musl fir*t r:rl'Ënl Buitdq cð.|É eglrEe re+¡ÉrnEfiE ¡¿'
nuxinxt riril sl tni¡r ana :.r4.n niúrun aear cpemÞt¡ rindn r¡s.
EA]Ï{ñ0Ð|{ 'JrlrÉil flüiti''nÊpirrq gtass {dearbil" rEt ¡cûe$btrÞ}
t¡¡br0o¡ si¡er ¡n ær * ÉhüqË Ðr be ,füred i'r ur¡ rE unxss n mnr egress equiwnrrs.
It#ÐßTÊt{I ÍüË}YSE T0 t*iÆüSilER
t¡61rifitor beãElÊrils Findsl rit iÉT t in üE ri#r {r¡rF ¡lEr !* Ísr aí¡trs lrerE *€n ¡ft5ElErl-
It{TlÂL BE-Cu¡bimi*ül¡¡t}Eu ürÍeßbd?rs ¡rl üril¡[yæpèeeGEnlcEE.rf niflhrteaÍrEñts¡rE $eËFll5iffiryo{ [ÞtEnffiEr-
-
owmr initi*s 1at time c curm sþnþi
CoBl f
BRopedyÁdúecs.
:i
J
í
i{
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t
'fl
SAMPLE SCOPE OF WORK
Poge 7 ol 7
t:
I
{
GENER,q!- TTNÐITITNS
1 Contractor shall perform all work in accordance with all applicahle eocles, standärds.
ordinan ces, lar¡us and regulatrons.2. Ëontractor shall secure and pay for all required permits and fees. Contractor shall provide the
û$rnËr and the tiF¡ with Ëopres sf alN perm¡ts and inspectton ffird$.3. Contractor shall tumisn all material, equipment, tools, labor and supervision to complete the
wsrh.
4- Contractor shall pretect ål¡ sunounding material, equlprnenl" and fumishir¡Es frorru clarnage
during the construclion. Contractor shall, at their expense, repair andlcr replace materials,
equiprnËnt and fumishings damaged, sûolen or rni*plared as a result of their neglþence.
5" Contractçr shall remove and dispo€.e of allconstructisn deþris and maintain t¡e iob site in clean
ancl safe csndition at alltimes.6, üonlractor shall obtain the osmefs n¡ritten approval of the måterial, equiprnent and fixtures
innanufacfurer- rnadel nurnber, coftrr, etc.) to be installed prior to the commÊncernent of the
worfi. All nraterial anrl equipmmt shall be new and stanelard grade-
7 - Contractor certifies ttnt they haue r,onducted a physical inspeclion of the ¡ob site prior to
submittng their bid and tf¡at they have verified all quantities, ffteasrlrements, dinænsioßs and
eondi{ions- Contracbr shall notify the Crt¡ of any discrepcnsies prior to subnritting their hid.
8. ltlAdEE !8EE8l Confactoraclmowledges and understandsthat no chanç orclers can be
nnade to $tese specifications without the written authorizatisfi of tlre ûwnår and ffie City of
Monterey Fark.
OFFICE UsE OÍ'¡LY EELÕì/T T¡{I5 LIF¡E
$TERMITE
s OTNTINGENCY
$GRAF.¡D TOTAL
TJ{IS SECI,O,T MUSI-88 CT,I{PIETEÐ l,ru ORTIER FOR IHE 8fO TT 8FÁCCEPTËÕ.
FIHÂLTOTALt
I
SAMPLE STATUS REPORT
City of San Juan Capistrano
Housing Rehabilitation
Status Report
Loan {Mobile Home}
lfdilay, .lúne :4, ltll 9 PRte I of3
JJ.1t0tE
lL@n
(tlobtle HwE)
1
lrrÀô132gr¡ry. KaÞr 8a.ry (lloblle Hme)
I
lLoon
ltvtoOite X6ç¡
1
]^tÍ20tq {J¡6rl0r9
llæn
0hùr€ Hme)
1 Hrrñrnr, J0a¡lh
2 ¡á¿0t9-.' "- -^.".;;"-lloan
(¡rlobilê Hm€t
u¿ùQla3Achuñ- Md Achuft lt5,Ð0.fl
Hmê)
ól{/¿018 8ñ7r20t8IChuch¡|. h.¡d &úl Church¡ll 1?J?on$e
¡¡¡.û,.ú {i¿óùile Hmn)
8{?¿018
1 BloØ l2t?3notA
llJ,@0,0
(i¡otile Hwe)
&l;ê0tE2û¡vÈ, Sbv6 D8vi9 f 0tæ¿018
r-r,æ0-0
tl¡ob¡le Hmei
5r¡/¿0t¡3 Gr.6h.B ch¡#b Gre3hem wgla
t¡.t,ü0 @
Pre-Application - Received
CM - lnspection
CM - Out to Bid
CM - Document Signing
CM - Send Not¡ce to Proceed