1996-0221_TOM WEBB & ASSOCIATES_AgreementAGREEMENT FOR CONSULTING SERVICES
THIS AGREEMENT is made this 21 day of February, 1996, by and between the
CITY OF SAN JUAN CAPISTRANO, hereinafter referred to as "City," and Tom Webb and
Associates, hereinafter referred to as "Consultant."
WITNESSETH:
This Agreement is made by and between City and Consultant for the consideration
hereafter named, as follows:
SECTION 1. SCOPE OF WORK.
Subject to the terms of this Agreement, Consultant shall perform the following
described work:
Render services as parking program administrator for the overnight parking
program serving Capistrano Villas II and III, in accordance with the revised
program rules adopted February 20, 1996. (Copy Attached) Services to be
provided include service as liaison with homeowners and tenants for parking
program administration, establishment and maintenance of a computerized
data base of unit owner and permit information, assistance in the ongoing
program administration, administration of monthly Board of Appeal meetings,
provision of bilingual billing statements to individual obtaining permits, and
collection and deposit of receivables on behalf of the program. These services
are further outlined in Exhibit A, Consultant's proposal of services.
SECTION 2. TIME OF BEGINNING AND COMPLETION OF SERVICES.
The services provided for under this Agreement shall begin upon execution of this
Agreement by all parties. The services provided under this Agreement shall be completed
on or before February 28, 1997.
SECTION 3. PAYMENT FOR CONSULTANT'S SERVICES.
Payments under this Agreement shall be as follows:
One itemized bill, clearly indicating the monthly period for which the billing is made,
and including dates on which expenses were incurred, shall be submitted to:
Jennifer Murray
Assistant to the City Manager
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City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Monthly cost for comprehensive program administration on behalf of City by
Consultant shall be $950.00.
Additional program expenses, such as for postage and purchase of stock of permits
shall be paid by the City, subject to prior approval by the City. The City shall make
available its equipment for copying to reduce the cost of certain expenses, such as printing
of program rules or other forms as discussed with consultant.
SECTION 4. CHANGES IN SCOPE OF WORK.
No additional fees shall be paid by City for additional consulting services not
included in this Agreement without the written approval of the City prior to undertaking
such work.
SECTION 5. OWNERSHIP OF DOCUMENTS
All reports, files, documents or other data prepared or obtained under the terms of
this Agreement shall be considered the property of the City, and shall be made available
upon request to the City without restriction or limitation on their use.
SECTION 6. NON -DISCLOSURE
Reports, files or other documents prepared or acquired by Consultant pursuant to
this Agreement (including any duplicate copies kept by Consultant) shall not be shown to
any other public or private person or entity, except as authorized by City. Consultant shall
not disclose to any other public or private person or entity any information regarding the
activities of the City, except as authorized by City.
SECTION 7. TERMINATION.
City or Consultant may, without cause, terminate this Agreement at any time by
providing a 30 day advance written notice. Notice of Termination of this Agreement shall
be given in writing to Consultant, and shall be sufficient to complete when same is deposited
in the U.S. Mail, first class postage prepaid.
City:
Jennifer Murray, Assistant to the City Manager
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
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Consultant:
Peggy Webb, Operations Manager
Webb and Associates
P.O. Box 4275
San Clemente, CA 92674
In the event this Agreement is terminated by City, Consultant shall be paid the value
of services performed by him pursuant to this Agreement prior to the date of termination
thereof, such value to be the total to which he shall have become entitled, as determined
by City, less the amount of any payments previously made, but in no event exceeding the
maximum contract amount stated in SECTION 3.
SECTION 8. NO ASSIGNMENTS.
Consultant shall not assign any portion of the work under this Agreement without
the prior written approval of the City.
SECTION 9. INDEPENDENT CONTRACTOR.
At all times during the term of this Agreement, Consultant shall be an independent
contractor, and shall not be an employee of the City. City shall have the right to control
Consultant only insofar as the results of Consultant's services rendered pursuant to this
Agreement, however, City shall not have the right to control the means by which Consultant
accomplishes services rendered pursuant to this Agreement.
SECTION 10. INDEMNITY.
Consultant shall defend, hold harmless and indemnify City and all other officers and
employees of City from all costs, claims, suits and damages resulting from or arising out of
the activities, acts or omissions of Consultant, and its employees and agents. City shall
defend, hold harmless and indemnify Consultant from all costs, claims, suits and damages
resulting from or arising out of the activities, acts or omissions of City, and its officers,
employees and agents resulting from or in connection with Consultant's performance of this
Agreement or in connection with the management, consultation and operation of the
Parking Permit Program.
SECTION 11. CONSULTANT NOT AN AGENT.
Except as City has specified in the parking program rules, Consultant shall have no
authority, express or implied, to act on behalf of the City in any capacity whatsoever as an
agent. Consultant shall have no authority, express or implied, pursuant to this Agreement
to bind City to any obligation whatsoever.
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SECTION 12. PERSONNEL.
Consultant agrees to assign the following person/persons to perform the tasks set
forth in this Agreement:
David Weigand - Senior Administrator
MTjiiSn v' a Ss*apt-,Hi. l alzi-c AdW-pi.strator
Consultant shall not unilaterally alter the assignment of the above personnel without
the authorization of the City Manager.
SECTIONI3 NON -DISCLOSURE REOUIRENIENTS/CONFLICTOFINTEREST
Pursuant to Council Policy, it has been determined that the services to be rendered
under the provisions of this Agreement are excluded by the requirement of filing a Financial
Disclosure Statement by California Administrative Code Section 18700 (2) (A) and (B).
Consultant certifies that to the best of its knowledge, no City employee or office of
any public City interest in this Agreement has any pecuniary interest in the business of
Consultant and that no person associated with Consultant has any interest that would
conflict in any manner or degree with the performance of this Agreement. Consultant
represents that it presently has no interest and shall not acquire any interest, direct or
indirect, which could conflict in any manner or degree with the faithful performance of this
Agreement. Consultant is familiar with the provisions of Government Code Section 87100
and following, and it certified that it does not know of any facts which constitute a violation
of said provisions. Consultant will advise the City if a conflict arises.
SECTION 14. INSURANCE REQUIREMENT'S.
The following shall be required of Consultant and of each subcontractor employed
by Consultant to perform services under this Agreement. Consultant shall supply evidence
of valid, current coverage in all specified areas for all services covered by this Agreement,
whether performed by Consultant or by subcontractors of Consultant.
I. Comprehensive General Liability. Consultant shall maintain in full force and
effect comprehensive general liability coverage, including premises operations,
products/completed operations, broad from property damage, and blanket contractual
liability in the following minimum amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/
not limited to contractual period;
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$1,000,000 injury to more than one person/any one
occurrence/not limited to contractual period.
Consultant shall provide an endorsement to City establishing that City has been
legally added as an additional insured to the insurance policies required under this
Agreement.
II. Comprehensive Automobile Liability. Consultant shall maintain in full force
and effect comprehensive automobile liability coverage, including owned, hired, and non -
owned vehicles in the following minimum amounts:
$500,00 property damage;
$500,000 injury to one person/any one occurrence/
not limited to contractual period;
$1,000,000 injury to more than one person/any one
occurrence/not limited to contractual period.
Consultant shall provide an endorsement to City establishing that City has been
legally added as an additional insured to the insurance policies required under this
Agreement.
III. Worker's Compensation. If Consultant employs employees to perform
services under this Agreement, Consultant shall obtain and maintain, during the life of this
Agreement, Worker's Compensation Employer's Liability Insurance in the statutory amount
as required by state law.
This policy/policies shall not terminate, nor shall they be cancelled, nor the coverage
reduced until after 30 days written notice is given to the City.
Consultant shall provide, prior to beginning work, Certificate(s) of Insurance to the
City establishing that the required insurance coverage has been secured by Consultant.
Consultant shall not receive any compensation until all insurance provisions have
been satisfied.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day
and year first hereinabove written.
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APPROVED AS TO FORM:
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X#AlW -31)V96
CITY OF SAN JU?AIT CAPISTRANO
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Detailed Service Proposal
As the "Parking by Permit" program administrator for Capistrano Villas, TW&A will
provide the following services on behalf the City of San Juan Capistrano:
Liaison for the "Parking by Permit" Program:
- Permanently Assign an Experienced, Bilingual Program Administrator
- Conveniently Located San Clemente Office
Regular Office Hours, 8:00 AM - 4:30 PM, Monday Through Friday
- By Appointment, After Hours Assistance
- Provide a 24 -Hour Answer Service Outside_ of Regular Hours
- Provide Bilingual Instructional Voice Mail
- Provide a Toll -Free Number
- Prompt, Reliable Reply and Service
- Knowledgeable, Friendly Administration
Establish and Maintain a Computer Permit Information Data Base Including:
- Current Owner/Renter history
Permit History
Track Permit Application
' Assist in the Ongoing Program Administration
- Issue Annual Renewal Notice, and Information to Owners and Renters
- Issue Yearly Permit Voucher
- Issue Permits and Permit Applications in Accordance With Program Rules
- Conduct Comprehensive Application Review
- Transmit Completed Applications to Review Board for Consideration
- Track and Follow -Through on ALL Permit Applications
- Maintain All Parking Program Records and Correspondence
Attend Monthly Appeals Board Meeting:
Provide an Experienced Bilingual Administrator
No Travel Time Will be Charged For Regular Monthly Meeting
Provide Access to Our Convenient, Local Office Conference Meeting Area
Provide Program Billing Statements to Individuals for Designated Permits
Collect all Receivables on Behalf of the Program and Deposit Money Into
Appropriate Bank Accounts
EXHIBIT -a
Provide the Following Monthly Updates to the City of San Juan Capistrano:
- Financial Review and Program Accounting
- Monthly Summary of Permit Activity
- Copies of all Correspondence Sent/Received Needing Action
- Action -Items for Consideration
- Recommendations
• Provide Cost -Effective Administration for Special Projects
Special Mailings
Program Newsletters
Preparation of Rules Booklets
• Ensure a Smooth Transition TW&A:
Provide Full Liaison and Follow-up With Current Program Administrator
• No Initial Setup Fee
" Ensure the Ongoing and Future Success of the Program by Providing
Comprehensive, Professional Administration
MON77MY FEE FOR COMPREHENSIVE PROGRAMADMINVISTRATION
798 Units
Fevlsed
51,100.00
1995 Schedule of Additional Fees
The 1995 Schedule of Fees for services not specifically provided within the scope of program
administration:
Service
Postage
Special Office Supplies, Printed Statements and Stationary
Photocopies
-Regular 81/2 X 11, White, Single Side
- Regular 81/2 X 11, Colored, Single Side
- Legal 81/2 X 14, White, Single Side
- Other Photocopy
Fax
Long Distance Phone Charges
Fee Schedule
At Prevailing Rates
At Prevailing Rates
$ 0.10/page
$ 0.15/page
$ 0.15/page
At Prevailing Rates
$ 1.50/pg
At Prevailing Rates
Note: With the current distribution of the residences at Capistrano Villas, we estimate the need to
distribute approximately 1,140 renewal notices; 342 to residents and 798 to owners. Yearly mailing will
include a renewal notice, parking rules and parking permit voucher to owners, and a renewal notice. All
correspondence will be considered to be bilingual.
Postage: Preliminary cost estimates for postage, assuming one mass mailing per year and
approximately 60 individual mailings per month throughout the year for ancillary items, would be
estimated at $1,500 per year. This amount may vary depending upon the size and amount of
information to be mailed.
Photocopy: Preliminary cost estimates for photocopy, assuming one mass mailing per year and
ancillary transactions per month throughout the remainder of the year, would be estimated at $2,200
per year. This amount may vary depending upon the size and amount of information to be mailed.
January 9, 1995
TOM WEBB & ASSOCIATES
Property Management Company
Ms. Jennifer Murray
Assistant to the City Manager
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
SUBJECT: Addendum to the Proposal to Provide Administration for Capist ano Vrllas
Overnight Parking Permit Program
0*s1-WyoM.7M
Pursuant to our discussion today,. we have re-evaluated the scope of adminisaatim services
associated with the Capistrano Villas Overnight Parking Permit Program.
With Capistrano Viill= I voluntarily opting not to participate in the program, the scope of
services provided on behalf of Capistrano Villas II and III by our finn would remain the
same. We estimate the revised monthly fee for comprehensive program administration. to
be reduced to S950.00 per month.
We welcome any further inquiries and look forward to speaking with you in the near
future.
Peggy Webb
Director of Operations
1046 Calle Recodo - Suite G - San Clemente, CA - 92673
(800) 498-1129 - (714) 498-1129 - FAX (714) 498-1295
February 20, 1996
Permit Parking Program Rules
A parking by permit only program has been established for the public streets in the
neighborhood known as the Capistrano Villas. The following rules have been approved
for the program.
Section 1. When is a Permit Needed
Vehicles may be parked on the public streets of the Capistrano Villas during the hours
of 3:00 a.m. to 6:00 a.m. daily only by permit. Vehicles parked on these public streets
during these hours which do not display a valid permit are subject to citation by the
Orange County Sheriff's Department. Some vehicles will be exempted from the
requirement to display a permit. They are described in Section 6 below.
Vehicles may be parked on the public streets of the Capistrano Villas during all other
hours of the day without permit. However, parking during these hours is still subject to
any posted restrictions such as hours of street sweeping. Any vehicle parking on the
public streets during these hours is still subject to any requirements of the State of
California Vehicle Code and applicable City Municipal Code provisions.
Section 2. Number of Permits per Residence
A. Permanent Permits
Permits shall be issued annually based upon the number of garage spaces per each unit.
Permits are not necessary for vehicles parked in garages. Units with a double garage will
receive one parking permit for on street parking. Units with a single garage will receive
two permits for on street parking. Section 4 describes the requirements of permit
issuance.
B. Temporary/Guest Permits
Each unit is eligible to receive one guest/temporary permit (placard). These would be
issued annually. The placard is for temporary guest use only, for no longer than seven
consecutive nights duration. An initial fee of $25 is required for the unit to receive a
guest permit. Thereafter, there would be no fee for reissuance of an annual guest
permit, provided the expiring guest pass is turned in when the new guest pass is issued.
Lost guest permits would be subject to the requirements of Section 9, Replacement
Permits.
Section 3. Form of Permit and Placement
The parking permit will be in the form of a decal. Permits will be subject to annual
renewal to ensure that only vehicles of current residents are parking in the area.
Parking decals must be displayed in the inside lower left rear window of the vehicle, or
they may be hung from the rear view mirror on a moveable display. The moveable
display will be available from the Parking Administrator at cost, and can be purchased at
the time the permit is issued.
Guest permits must be displayed on the dashboard on the drivers side of the vehicle.
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Section 4. Permit Issuance Process for Basic Allotment
A voucher will be mailed to each owner of record for each residence. This voucher will
enable the owner, or his or her designee to receive the basic allotment of permits from
the program administrator upon payment of permit fees. Depending on whether the
garage has one or two spaces for vehicle parking, the voucher will be for one or two
permits.
The individual redeeming the parking permit (s) will be asked to provide his or her
name and telephone number, and the address of the residence for which the permit will
be assigned. No information is necessary about the vehicle(s) on which the permits will
be displayed.
Residents may be eligible for additional permits on appeal. A separate process is
outlined in Section 7 for the issuance of any additional permits granted as a result of the
appeal process.
Section 5 Types of Vehicles Eligible to Receive Permits
A parking permit may be placed on any vehicle that can legally be driven on a public
street, per the standards of the California Vehicle Code, provided the vehicle is no
longer than 22 feet (264 inches), bumper to bumper; is no greater than 96 inches wide;
and has a gross vehicle weight less than ten thousand pounds (10,000 lbs.).
Section 6 Vehicles Exempt from Permit Requirements
Parking Permits shall not apply to any commercial vehicle making pickups or deliveries
of goods, wares, or merchandise from, or to, any building or structure within the
Capistrano Villas, or when delivering materials to be used in the actual and bona fide
repair, alteration, remodeling, or construction of any building or structure.
Parking permits shall not apply to any vehicle displaying a disabled person's placard.
Section 7. Additional Permits
Issuance of additional permits and replacement permits are subject to the resident's
submittal of proof of residency and vehicle ownership as described below. Residents
may apply for additional permits by filing a written appeal with the Board of Appeal.
Residents may also apply to the Board of Appeal for replacement permits as described
below. All requests for additional permits must be submitted to the program
administrator by the unit owner or his designee. Upon approval, all additional permits
will be issued subject to the payment of the established permit fees.
A. Proof of residency
Any individual requesting an additional permit must show proof of residency at a specific
unit within the Capistrano Villas. This proof may be in the form of a deed to the
property, a rental or lease agreement, a utility bill showing the person's name and
address, or a valid California driver's license or identification card.
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B. Proof of vehicle ownership
An individual requesting an additional permit must show legal proof of ownership for
the vehicle for which the permit is requested. This proof must be in the form of a
current state vehicle registration, a Certificate of Title (pink slip), or a sales contract
from an automobile dealership.
Section 8 AQpeal Board
A Board of Appeal will be established to review requests for the issuance of additional
permits. This Board will consist of 5 resident property owners of the Capistrano Villas.
Members will be appointed by the City Manager. The Board of Appeal will consist of
no less than two resident owners from each of the two Capistrano Villas Associations.
The Board of Appeal shall meet at least once per month to consider requests for
additional permits. The Board of Appeal shall consider requests for the issuance of
additional permits in accordance with the criteria established in Section 10. The Board
may consider requests for the issuance of additional permits under other special
circumstances not defined in Section 10.
Section 9 Replacement Permits
The Board of Appeal will consider written requests for replacement of lost, stolen or
destroyed permits. A replacement permit will be issued to a resident upon proof of the
following:
a. Stolen Permit
Resident shall submit proof of residency and vehicle ownership as described in Section 7,
and proof of loss by providing a copy of a claim filed with the resident's insurance
company. Where loss has occurred due to vehicle burglary or theft, the resident shall
submit proof that a report has been filed with the Orange County Sheriff's Department.
This proof is a copy of the Sheriff's Department Investigator's business card with a case
number reference. Requests for replacement of stolen permits must be submitted
through the unit owner or owner's agent.
b. Destroyed Permit
Resident shall submit proof of residency and vehicle ownership, and remains of more
than half the destroyed permit to receive a replacement. In the case where the permit
was destroyed due to extensive vehicle damage, a copy of a claim filed with the
resident's insurance company or a document from a vehicle repair facility shall be
required. Requests for replacement of destroyed permits must be submitted through the
unit owner or owner's agent.
C. Lost Permits
Residents requesting replacement permits because of loss shall provide proof of
residency and proof of vehicle ownership for the vehicle for which the replacement
permit is requested. Requests for replacement of lost permits must be submitted
4
through the unit owner or owner's agent. Lost permits shall require the payment of a
$25.00 replacement fee.
d. Transferred Permits due to Sale of Vehicle
In the case where a vehicle displaying a permanently affixed placard is sold, the former
owner may request a replacement permit upon submittal of proof of residency and proof
of sale of the vehicle. The remains of more than half of the permit are to be submitted.
Section 10. Criteria for Issuance of Additional Permits
Additional permits will be issued in the following circumstances:
A. Individuals may be eligible to receive additional permits for eligible dependents
residing with them, upon submittal of documentation of dependent residency and proof
of minimum age for issuance of a California Driver's license. However, permits will be
issued on a one driver/ one car ratio. No permits will be issued to "extra family
vehicles".
B. Individuals with sub lease or sub tenancy agreements may be eligible to receive a
permit, provided the sub -lease is verified by the unit owner or the owner's leasing agent.
No more than one permit will be issued to any one resident owner of a vehicle. Permit
requests must be submitted through the unit owner or owner's agent to the parking
administrator.
C. Commuter Vans/Vanpool Vehicles are eligible for a parking decal upon submittal of
documentation of vanpool use (i.e., letter from sponsoring vanpool agency).
Requirements for proof of residency of individual requesting permit will also apply.
D. Company owned vehicles are eligible for an additional parking decal upon
documentation by registered owner showing employee's name, address and authorized
use of car. All other provisions such as residency of employee and restrictions on size of
vehicle will apply.
In all cases, the unit owner or his or her designated agent requesting any additional
permits must provide proof to the Board of Appeal that all available garage space for
the unit of residence is used for the purposes of vehicular parking.
Section 11. Maximum Number of Permits
In no case shall more than six permits be issued to a unit with a one car garage. In no
case shall more than five permits be issued to a unit with a two car garage. This
includes any permits issued as part of the basic allotment allowed for the unit.
Section 12. Issuance of Temporary Permits
The program administrator, acting as agent of the City of San Juan Capistrano, shall
have the authority to issue temporary permits as they deem necessary to provide time for
new residents or individuals seeking additional permits to complete their application
process and receive a hearing on their request.
Section 13. Vehicles owned by Active Military Personnel
Vehicles owned by active military personnel do not require California registration, but
are subject to all other provisions of this program regarding residency and vehicle
ownership.
Section 14. Sanctions for Misrepresentation or Falsification
Sanctions will be imposed for intentional misrepresentation of eligibility or falsifying
information on an appeal application. Sanctions will be imposed for unauthorized
copying of a permit, counterfeiting of a permit. The Board of Appeal will consider
requests to impose sanctions. Any individual accused of violating this section shall be
entitled to an administrative hearing by the Board of Appeal. The Board will consider
evidence and will render a decision. The Sanction for violating the rules is loss of the
permit or permits in question for a twelve month period.