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1998-0519_MOBILE HOME INSPECTORS_Agreement0 4 AGREEMENT FOR CONSULTANT SERVICES THIS AGREEMENT is made and entered into this 19th day of May. 1998, by and between the San Juan Capistrano Community Redevelopment Agency, hereinafter referred to as "Agency," and Mobile Home Inspectors, hereinafter referred to as "Consultant," whose Corporate Office is located at 16932 Gothard Street Huntington Beach Unit N California. 92647. WITNESSETH: WHEREAS, Agency requires professional consulting services for the inspection of mobile homes and mobile home parks throughout the City; and WHEREAS, Consultant represents that Consultant is duly qualified to provide said service, NOW, THEREFORE, Agency and Consultant, for the consideration hereinafter named, agree as follows: SECTION 1. GENERAL. All work on the project shall be governed by the conditions contained herein. In general, the tasks delineated herein are to be performed with minimum direction and assistance from Agency. All work performed by Consultant, however, shall be subject to review and approval of the Executive or his designee, Thomas Tomlinson, Deputy Director, at all times. SECTION 2 SCOPE OF TASKS BY CONSULTANT AND AGENCY Subject to the terms and conditions of this Agreement, Consultant shall perform the tasks as set forth in Exhibit "A", attached and incorporated herein by reference. During performance of the above tasks, Consultant shall have access to existing public record data in Agency files, and Agency shall provide copies of any such data Consultant requests at no cost to Consultant. Agency agrees to coordinate, schedule and perform all liaison activities for all other City staff, operations or departments which will be involved in the implementation of this program. -1- SECTION 3 TIME OF BEGINNING AND COMPLETION OF SERVICES. The services provided under this Agreement shall begin upon execution of this Agreement by all parties. The services provided under this Agreement shall be for a period of one year beginning May 19. 1998 and ending May 19, 1999. At its option, the Agency, with evidence that the Consultant has diligently and successfully performed its duties under the Agreement, may extend the Agreement for not more than two additional one-year periods, not to exceed a total of three consecutive years. SECTION 4. PAYMENT FOR CONSULTANT'S SERVICES. Consultant contract billings may be submitted on the consultant's forms and, at a minimum, should contain the following: a. Title of project(s). b. Title of the component for which services are being paid including the applicable hourly rate, if any, as shown below in this Section. C. Purchase order number. d. Total approved purchase order amount. C. Amount paid to date. f. Amount requested. g. Amount remaining on purchase order. h. Breakdown of amounts by project type or account number. Three copies of itemized bills, clearly indicating the monthly period for which the billing is made, shall be submitted to: San Juan Capistrano Community Redevelopment Agency, Attn: Executive Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675. Total cost to Agency for Consultant's fees shall not exceed $82,830 as more fully described in Exhibit B attached hereto and made a part hereof. -2- 0 0 SECTION 5COVENANT AGAINST CONTINGENT FEES Consultant warrants that it has not employed or retained any company or person, other than a bona fide employee working for Consultant, to solicit or secure this Agreement, that it has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift or any other consideration, contingent upon or resulting from the award or making of this Agreement. For a proven breach or violation of this warranty, Agency shall have the right to annul this Agreement without liability, or, at its sole discretion, to deduct from the Agreement price or consideration, or otherwise recover the full amount of such fee, commission, percentage, brokerage fee, gift or contingent fee. SECTION 6. EXPENSES. Consultant acknowledges Agency is under no obligation to compensate Consultant for services rendered or expenses accrued under this Agreement in excess of the maximum compensation specified in Section 4. SECTION 7 OWNERSHIP OF DOCUMENTS. All tracings, plans, specifications, maps or other documents prepared or obtained under the terms of this Agreement shall be delivered to, and become the property of Agency, and basic survey notes and sketches, charts, computations and other data prepared or obtained under this Agreement shall be made available on diskette and in written format upon request to Agency without restriction or limitation on their use. SECTION 8. NON -DISCLOSURE. The designs, plans, reports, investigation, materials and 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 Agency. Consultant shall not disclose to any other public or private person or entity any information regarding the activities of Agency, except as authorized by Agency. SECTION 9 CONFLICT OF INTEREST. For the duration of this Agreement, Consultant shall not act as consultant or perform services of any kind for any person or entity in regard to this project without the prior written consent of Agency. The Consultant will be allowed to participate in the City's Mobile Home Improvement Program provided that the repairs to be addressed in the Mobile Home Improvement Program are not related to the inspection performed by the Consultant. -3- 0 SECTION 10 CHANGES IN SCOPE OF CONSULTANT'S SERVICES. No additional fee shall be paid by Agency for additional consulting services not included in this Agreement without the written approval of the Agency prior to undertaking such work. In the event of suspension of project by Agency, Consultant shall have the right to renegotiate fees if delay is greater than six (6) months. SECTION 11 TERMINATION A. Agency or Consultant shall have the right to terminate this Agreement without cause upon thirty (30) days prior written notice to Consultant or Agency, respectively. 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. B. In the event this Agreement is terminated by Agency or Consultant, 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 the Agency, less the amount of any payments previously made, but in no event exceeding the maximum contract amount stated in Section 4. SECTION 12 DISPUTES. Unless otherwise specified herein, any dispute over a question of fact arising under this Agreement which cannot be resolved by agreement between the parties may be, by mutual consent of the parties, submitted to a 'Board of Arbitration" consisting of three (3) arbitrators having expertise relating to this contract subject matter, one of whom shall be selected by each of the parties, and the third by the two members selected by the parties. Each of the parties shall pay the member selected by it, and the compensation of the third member shall be paid equally by the parties. The parties shall be bound by the decision of the Board of Arbitration. SECTION 13. NO ASSIGNMENTS. Neither any part nor all of this Agreement may be assigned or subcontracted, except as otherwise specifically provided herein, or to which Agency, in its sole discretion, consents to in advance thereof in writing. Any assignment or subcontracting in violation of this provision shall be void. 10 0 0 SECTION 14 MAINTENANCE OF RECORDS. Consultant shall maintain all books, documents, papers, employee time sheets, accounting records and other evidence pertaining to costs incurred and shall make such materials available at their respective offices at all reasonable times during the contract period and for three (3) years from the date of final payment under this Agreement for inspection by Agency, and copies thereof shall be furnished if requested. SECTION 15 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 Agency. Agency shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement; however, Agency shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. All persons employed to provide services under this Agreement shall be employees or contractors of Consultant and shall not be deemed employees of Agency for any reason or purpose. Consultant shall be responsible for providing worker's compensation insurance coverage for all persons employed to perform services under this Agreement. SECTION 16, INDEMNITY. Consultant shall be responsible for all injuries to persons and for damages to real or personal property of Agency, caused by or resulting from any activity or operation of Consultant, its employees or its agents during the progress of or connected with the rendition of services hereunder. Consultant shall defend, hold harmless and indemnify Agency and all officers and employees of the Agency from all costs and claims for damages to real or personal property or personal injury to any third party resulting from the activity of Consultant, its employees or agents. SECTION 17 INSURANCE AND BONDING REQUIREMENTS. 1) Comprehensive General Liability. Consultant shall maintain in full force and effect comprehensive general liability coverage, including premises operations, broad form 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; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period. -5- 2) 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: $100,000 property damage; $100,000 injury to one person/any one occurrence/not limited to contractual period; $300,000 injury to more than one person/any one occurrence/not limited to contractual period. 3) 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. SECTION 18 TIME FOR SUBMITTING PROOF OF INSURANCE. Consultant shall submit proof of insurance requirements under this Agreement to the Agency Clerk's office prior to beginning any work under this Agreement. Consultant shall not receive any compensation until all insurance provisions have been satisfied. SECTION 19 LICENSES AND PERMITS Consultant represents and warrants to Agency that he has all licenses, permits, qualifications and approvals of whatever nature that are legally required to practice his profession. Consultant represents and warrants to Agency that Consultant shall, at his sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit or approval which is legally required for Consultant to practice his profession. SECTION 20, PERSONNEL. Consultant agrees to assign the following person/persons to perform the tasks set forth in the Agreement (Exhibit "X'): Greg Filian Consultant shall not unilaterally alter the assignment of the above personnel without the authorization of the Agency. Consultant shall have the right to hire such other managers and other employees, as are reasonably required in the performance of the Agreement. Consultant shall designate such duties and pay such compensation as deemed necessary by Consultant and approved by Agency. It is agreed that all such employees are employees of the Consultant. Compensation and benefits of such employees shall be administered by Consultant. Agency shall have the unrestricted right to order the removal of any person/persons assigned by Consultant by giving written notice to Consultant to such effect. FIS 0 SECTION 21 MANDATORY FINANCIAL DISCLOSURE REQUIREMENT/CONFLICT OF INTEREST. It has been determined that pursuant to the requirements of California Administrative Code Section 18700, and Council policy, Consultant is to be considered a designated position in the City Conflict of Interest Code and is required to disclose all investments and business positions in business entities, sources of income and interests in real property held on the effective date of this Agreement. The Conflict of Interest statement is to be filed with the City Clerk within thirty (30) days of approval of the Agreement. Compensation will not be received until requirements of this section have been met. SECTION 22, LEGAL FEES. In the event Consultant or Agency shall institute legal proceedings against the other arising out of the terms of this Agreement or the performance thereunder, then the prevailing party shall be entitled to recover from the other all attorney's fees, costs and expenses incurred in such action. SECTION 23, NOTICES. Any notices required under the terms herein shall be deemed given upon the placing of it in the United States mail, postage prepaid, and addressed to the address set forth below the signature line. Said address may be changed by either party by mailing written notice of such change to the other party at the last designated address of the other party as provided herein. SECTION 24, EQUAL OPPORTUNITY. Consultant is an equal opportunity nondiscriminatory employer. Consultant and Agency each mutually agree that there shall be no discrimination against or segregation of any person or of a group of persons on account of race, color, religion, creed, sex, or national origin in leasing, transferring, use, occupancy, tenure or enjoyment of the Property, nor shall Agency or Consultant permit any such practice or practices of discrimination or segregation with reference to the selection, location, number, use or occupancy of tenants. In connection with the foregoing, Consultant will strictly adhere to the Fair Housing Act Amendments of 1989 as interpreted by the U.S. Department of Housing and Urban Development. Non-compliance will result in the immediate termination of this Agreement by Agency. -7- SECTION 25 CONMENTIALITY. 0 Consultant agrees that all knowledge and information relative to tenants obtained by Consultant during the course of this Agreement shall be kept strictly confidential to the extent required by law, and shall not be disclosed in whole or in part to anyone or used by Consultant for any purpose, except in connection with Consultant's carrying out its duties and responsibilities hereunder, without Agency's express consent. All materials, information and documentation relating to the tenants in Consultant's possession shall be returned to the Agency immediately upon any termination of the Agreement. The provision of this paragraph shall survive the termination of this Agreement. SECTION 26, VENUE, This Management Agreement is to be construed under the laws of the State of California. Venue for any action arising hereunder shall be in Orange County, California. IN WITNESS WHEREOF, the parties have executed this Agreement the day and year first hereinabove written. ATTEST: Olke-cdA26��� Cheryl John n, Agency Secretary APPROVED AS TO FORM: John Sha Agency ounset CONSULTANT MOBILE HOME INSPECTORS By: j` g Ff ian, Owner SAN JUAN CAPISTRANO COMMUNITY REDEVELOPMENT AGENCY By Wyatt &I Chairman n EXHIBIT "A" SCOPE OF TASKS Prepare and distribute a letter to all mobile home PARK owners regarding the date and time of the mobile home Title 25 inspection and the purpose of the inspection. 2. Conduct the inspection of each mobile home park to conduct an inspection to identify park owner Title 25 violations. Provide a written inspection report identifying the Title 25 violations for each PARK owner. 4. Prepare and distribute a letter to all mobile home residents regarding the date and time of the mobile home Title 25 inspection and the purpose of the inspection. 5. Conduct the inspection of each individual mobile home resident space to identify resident Title 25 violations. 6. Provide a written inspection report identifying the Title 25 violations for each individual resident mobile home space. This report may be a comprehensive listing of all violations within the park by owner and resident as opposed to an individual report for each space. 7. Prepare and distribute a letter notifying the park owner of any Title 25 violations. The selected firm shall be responsible for preparing and distributing all letters. 8. Prepare and distribute a letter notifying each resident of any Title 25 violations. City staff shall review the correspondence to ensure that all available city programs are identified to assist in correcting the violations. 9. Conduct a follow-up inspection of each mobile home space, as necessary, and each mobile home park to determine that all identified Title 25 violations have been corrected. The follow-up inspection shall show (a) all items that have been corrected by park name and space number and (b) all items that remain to be corrected by park name and space number. 10. Coordinate with City staff to provide inspection approval information. 11. Coordinate with City staff and attend meetings between the City staff and/or park owners and park residents, as necessary. -1- ca 0 0 AGENDA ITEM May 19, 1998 TO: George Scarborough, Executive Director FROM: Thomas Tomlinson, Deputy Director SUBJECT: Consideration of Approval of Consulting Agreement for Title 25 Inspection Services (Mobile Home Inspectors) RECOMMENDATION By motion, (a) approve the selection of Mobile Home Inspectors for Title 25 inspection services, (b) authorize the City Manager to enter into a contract with Mobile Home Inspectors to provide Title 25 inspections services. A. SUMMARY AND RECOMMENDATION: The City for the last several years has assumed the State of California Housing and Community Development (HCD) duties of performing mandatory inspections of all mobile homes to ensure compliance with Title 25 regulations. At least one mandatory inspection of each mobile home resident space and each mobile home park is required to be conducted every five years. Currently, the City is within the five year time frame within which to perform these inspections. At this time, staff is requesting the approval of the selection of Mobile Home Inspectors to conduct the mandatory inspections. Attached is a draft Consulting Agreement that will be executed upon approval by the CRA (Attachment 1). B. STAFF ANALYSIS - In January of 1998, request for proposals were solicited from three firms specializing in mobile home inspections. On January 30, 1998, two responses to the request for proposals were received (Attachment 2) and are summarized as follows: Company Cost for Inspections* Administrative Cost Total Cost 1 Sunland Construction $68,870 $14,600 $83,470 2 Mobile Home Inspectors $70,124 $12,706 $82,830 * Cost Based on inspections of 1,214 spaces and seven parks. Based on the prices and references for the two firms, it is staffs recommendation that Mobile Home Inspectors be selected to perform the Title 25 inspections. Using Mobile Home Inspectors total contract price of $82,830, the approximate inspection cost per resident mobile home park space is $68.00. a, rcSp C\W W60\=LE25=5-19.AI 8 FOR CITY COUNCILACEC " 0 0 AGENDA ITEM -2- May 19, 1998 The selected firm will be responsible for performing mandatory Title 25 inspections for seven mobile parks consisting of approximately 1,214 mobile homes including the identification of Title 25 violations for both park owners and residents. The selected firm will perform inspections over three years. This means that the City staff may elect to conduct inspections of the seven parks in several phases (i.e., two to three parks inspected per year). A summary of the duties required of the selected firm includes, but is limited to, the following: Prepare and distribute a letter to all mobile home PARK owners regarding the date and time of the mobile home Title 25 inspection and the purpose of the inspection. Conduct the inspection of each mobile home park to conduct an inspection to identify park owner Title 25 violations. Provide a written inspection report identifying the Title 25 violations for each PARK owner. 4. Prepare and distribute a letter to all mobile home residents regarding the date and time of the mobile home Title 25 inspection and the purpose of the inspection. Conduct the inspection of each individual mobile home resident space to identify resident Title 25 violations. 6. Provide a written inspection report identifying the Title 25 violations for each individual resident mobile home space. This report may be a comprehensive listing of all violations within the park by owner and resident as opposed to an individual report for each space. 7. Prepare and distribute a letter notifying the park owner of any Title 25 violations. The selected firm shall be responsible for preparing and distributing all letters. 8. Prepare and distribute a letter notifying each resident of any Title 25 violations. City staff shall review the correspondence to ensure that all available city programs are identified to assist in correcting the violations. 9. Conduct a follow-up inspection of each mobile home space, as necessary, and each mobile home park to determine that all identified Title 25 violations have been corrected. The follow-up inspection shall show (a) all items that have been corrected by park name and space number and (b) all remaining violations by park name and space number. 10. Coordinate with City staff to provide inspection approval information. 11. Coordinate with City staff and attend meetings between the City staff and/or park owners and park residents, as necessary. C\W E W IN60\TnLE25\CC5-19. Al 0 0 AGENDA ITEM -3- C. COMMISSION BOARD REVIEW AND RECOMMENDATIONS None. � 1► :�►iy /QKY]`►f.'1117 X1.7:V Y [I]�(.� 19, 1998 Staff anticipates the entire Title 25 inspection process to be completed over three years (i.e., two to three parks per year). Based on this schedule, it is anticipated that approximately $30,000 will be needed annually. $25,000 from Housing Set -Aside Funds has been budgeted for fiscal year 1997/1998 to begin the inspections. $30,000 will be programmed in each year until completion of the project. E. NOTIFICATION: Mobile Home Inspectors Sunland Construction F. ALTERNATE ACTIONS: By motion, (a) approve the selection of Mobile Home Inspectors for Title 25 inspection services, (b) authorize the Executive Director to enter into a contract with Mobile Home Inspectors to provide Title 25 inspections services. 2. By motion, (a) do not approve the selection of Mobile Home Inspectors for Title 25 inspection services, (b) do not authorize the Executive Director to enter into a contract with Mobile Home Inspectors to provide Title 25 inspections services. Continue item and request additional information. RECOMMENDATION By motion, (a) approve the selection of Mobile Home Inspectors for Title 25 inspection services, (b) authorize the Executive Director to enter into a contract with Mobile Home Inspectors to provide Title 25 inspections services. Respectfully submitted, 'AKW- Thomas Tomlinson Deputy Director Attachment 1: Draft Consulting Agreement Attachment 2: Copy Proposals C\WPWIN60\TITLE25=5-19 M • 0 TITLE 25 MOBILE HOME INSPECTION PROPOSALS MOBILE HOME INSPECTORS SUNLAND CONSTRUCTION C,WPW,N6o rULR25\CC 5 Al ATTACHMENT 2 F SAN rIU CAPISTRA 1�I(JI> IUE QME SPECMN SERVICES APPLICATION Company Name: %Y%Up1L[1= / wlt1 /HIOuC -OLS Contact Person- � � AI WAN Address 16432, GoTb O ST. U00- fit(e Telephone:l%t/ S4( — 6SSS 4agw L -u. PYWC 014 6/ 2 License No.- µSq )/ 3 C-47 /3-1 FAX: 9/q Fy-t -8266 CC-iL.rtrwoirs /N: #UDIFIih Z03(K) foeo bR.wM PAWCZ EPv1X0dincwry(, Aup,, Other Certification"icenses- R.C(rfSDOLI-V &M(r IA)SKETS) . 4 303 L Three (3) Recent Inspection References: (Address and Phone Numbers of Contact Person) I. E. P, nn. Client Name s of Services Provided to Client: BOppoic 6 Y( -='#-its /I TA40L 4 ug tfo- J�Vso :?—m vs roi- CLNnOU4,u6LV Wj Tf"tc t}S OL u! s i'h 0/b L klovrler S,QL s Client Name ^ �I^^ A1C cL l_.ArAPS Contact Person 5,62 434 —loll t50 Goy/o& 01c fewr Client Telephone Number Date Project Completed of Services Provided to Client: 02g,V117C. / r r 1111-1-R 1 A)11 -%WA- G` rl� EjUoL /NspC-C7oos , 401, &3M a U lsvdfS w wrcc m- 4 of 7 0 REFERENCES CONTINUED... 3. P LHoi (0IL(aGM (uu(:-:L. oa 33s. Utw C[�, a1I?D Client Address qtf[ qw-6,o1S ON GO[NG- Client Telephone Number Date Project Completed Description of Services Provided to Client: vavar alewr►u-seer- I'VOcZ,TCOs AD,L &AeFst) Attax, Mob,esr, INTUI CA, # OnrJW,L J@OSW'CnoNS .0401L Ptsmou"t' WITS TITCC AS Description of Business/Contractor History: (Attach additional pages if needed) 11►p61L4r5 UM6 />us0e'tro►csI L1Lc:AISL-ql ZuC-Ee lq?�, 4PPPoX 1900 MC&ICi= Ngwes compl,('reo To wI . W6 usC C,&. roR.tutl+ TITLL AS &UIsO6L4M S . r-JW*N COitJTW77LK,- M06ILLZ OOML" Role-M0©C-d i Mays LCa) sey ;3vL e 14124 .; P2w et ' Petry 4wio ia"cw C[rV 6-"wr itc"oDLsL t luYsIlL Pt!o&fms Description of Staffing Plan pertaining to project: (Attach additional pages if needed) (This section should include detailed description of person or persons to be designated as on-site project coordinator, etc.) hQQIn WOW ST6,4; WILL kip QS00 AS hJC6" FOOL Prt.CAMAXr- AuO P(wecsslu(. ;iWwf-rs, ALG AI0fLrJ WILL. e6 CENwPu c -V- 6--LA10LWrcW Wrr[+ 6Buc- UP PALL=�DIsw rulL� ib T16� e1TY lar- cowe-yrtoy' of ew# twoi-ecr NCF : ILEEMS IPA PAM. PAIP21 R213, r2.12-03., &E-Oc 9(501 *j LM04fUIP 4. 114103 err- MAY reMAY uCr 80< APPuL*BtC, &--causeof ud ecce'V To rri< /ureVOIL or- TW Aouhe'l J:oU04AT(JN hil:A� /fNp of— P(='O-Wlrp_ Co"S a= TW Snare JAV �19'7 0 w 0 0 • r--------'------- - - --------------------------------� SIGNATURE AUTHORIZATION ; L____________^..__________________^___________________________ -____-_.______-____._________-___..____..________________J A. The undersigned attest that: 1. He or she is authorized to sign on behalf of the Contractor. 2. All statements included in this application are true and correct. B. The undersigned acknowledges and understands that: 1. The City of San Juan Capistrano, reserves the right to reject any or all applications received under this solicitation. 2. All material submitted as part of your response to this RFP become the property of the City of San Juan Capistrano. NAME OF CONTRACTOR: AUTHORIZED SIGNATURE: NAME AND TITLE: &xy&0IW x . I"lLI4N ©Cyc1 t _ DAYTEME PHONE: %Iq 841' 6.�SS FAX: %/tF gq / — g%6(o PENALTY FOR FALSE OR FRAUDULENT STATEMENT, U.S.C. Title 18, Section 1001, provides: "Whoever, in any matter within the jurisdiction ofany department or a- ancy ofthe United States knowingly and willjullyjalsifies or makes any false factious statement or entry, shall be fined up to $10, 000 or imprisoned up to 5 years or both." C:AWEWIN60ATtTLE25\TME25 RFP 7 of 7 G� Il C 1 Ya 'J r7Ps t I DN 9 O � �I fI t � ri E > 14 -- - - � � � i�T �- ✓ k � ��I'� � �Z7iT� � � � .iii\ a _ i .�- Jim Morgan & Associates p,Y,-4aftb rocs ry r�' `. erti icute o ' Jo carr;./rV 14', Greg Filian W Loft 16582 Gothard Street Unit G Huntington Beach, California 92647 Has attended a minimum of 90% of the required class hours and therefore has successfully completed this intensive course in Anaheim, California HUD/FHA 203 (k) Home Inspection Techniques and the Role of the Consultant OREA Approval Number 96956C115 This course consisted of Three & One Half hours of Continuing Education in a classroom environment -. r March 21, 1997 I ceruty under penalty of perjury that the . - t Completion Date: P aho ttortnahon is ttue and Correct 'gorse Provider # CP956603 Al Jim Morgan & Associates 9902 Fair Oaks Boulevard Fair �y t P 11 0 9 SUNLAND CONSTRUCTION CMPWI MULE2MCO5-05A (MY Off' SAN JUAN CAPISTRAW MOBILE H E INSPECTION SERVICES A PLICATION Company Name: �%l✓ti .SA rit� C��^NS!fuc. �.�/ Contact Person- 70 e ►/ Address .?OS S. llogl:15f' ZT-L A. /P/^ Telephoner " 93 7 - ///� FAX: ,Sa �-;r ei Pager: 71y - 2 90 - /,? VT License No.- SS yoZ %R ea- f' C- 117 Other Certifications/Licenses-A�'ffo/�eGG /7166/l �pt;CT.r/ 7uI' Three (3) Recent Inspection References: (Address and Phone Numbers of Contact Person) I Rly e a4jo E/ ClieNName C.arnaef Person Te ("A. 'A/" P3 6i6 Client Te ¢phone Namber Date Project Completed 2. .9// Co (IAI/L •e s /h f//fie. Ila 41 e ftz./e Clienl Name �&/2r'/, e-- Al r�/a vs e. Al Contact Person /3?7eZ . ClientAddress _7iy-�E -s•s ti Client Telephone Number Date Project Completed of Services Provided to Client: 4 of 7 9 REFERENCES CONTINUED... 3. C/oe O�Ii�L yD/t9C fgjes eq/ Client kphone Numher Date Project Completed Description of Services Provided to Client: • Description of Business/Contractor History: (Attach additional pages if needed) (f r— esI aG/MfA/r�S- Description of Staffing Plan pertaining to project: (Attach additional pages if needed) (This section should include detailed description of person or persons to be designated as on-site project coordinator, etc.) 1 L'vla cL ?et 5'0n/rc//✓ fir. T.fe /.N—SiT` 3I 'e00 e ",t1aTe GtyW_ /-11/"ZL 1-!r i✓/4/ c% e 'A -e h ✓ Al L2tiS%—rerr,?,"e .v _ �fR/, %e,S bir:t, y ori,Zl Z/7P_ /'/.l_4!w-:117V :i.✓Ce_ /JS :A1C-V1.ow�- /7:/'/i i1611NP-4J US p✓/3e,v /SGS rou/ Jn% C%S�9_G. Gva s cid r'.v /%3'l. 5 of 7 0 0 ca Cd o to g 69tj 69 69 69 Vi 69 69 69 `�-' On E 69 69 69 69 69 69 609, s � - � c th 0 61 d O U o U v U 69 69 69 69 69 69 69 69 .D w � � U U O rn o y, 41 u v ORi U 69 69 601) 6 69 6A fA 69 69 .n CL. rA tJ 4 U O O o 0 L Z lu ww U 69 69 69 669 69 69 69 61) v=, C P o �� U R. '7 n � S o C -U 69 69 b9 69 69 69 v 9 F� � R � _ L N � h C R 'D W Q Mid N 4.1 Q V 6n N Q m R4 N .= N r^ N r N 'n r^ m U .� N w Q � � YaN J n c .2 p .5 cc ,y r-- --------- ---------------- '---------------------------------------------------------------------------------------� i SIGNATURE AUTHORIZATION L-------------------------------------------------------------------------------------------------------------------J A. The undersigned attest that: 1. He or she is authorized to sign on behalf of the Contractor. 2. All statements included in this application are true and correct. B. The undersigned acknowledges and understands that: 1. The City of San Juan Capistrano, reserves the right to reject any or all applications received under this solicitation. 2. All material submitted as part of your response to this RFP become the property of the City of San Juan Capistrano. NAME OF CONTRACTOR: 54/AA/ Al,'PA106,/ AUTHORIZED SIGNATURE: Z NAME AND TITLE: DAYTIME PHONE: _ / 9 - ///-z al r la o - 93 J - t? ,l Z2 FAX: -7 - p. 9 PENALTY FOR FALSE OR FRAUDULENT STATEMENT, U.S.C. Title 18, Section 1001, provides, "Whoever, in any matter within the jurisdiction ofany department or agency of the United States knowingly and willfullyfalsifies or makes airy false factious statement or entry, shall be fined up to $10, 000 or imprisoned up to 5 years or both. " C AW PWIN60ATFLE35 TITLE35 RFP 7 of 7 r AGENDA ITEM May 5, 1998 TO: George Scarborough, Executive Director FROM: Thomas Tomlinson, Deputy Director SUBJECT: Consideration of Approval of Consulting Agreement for Title 25 Inspection Services (Mobile Home Inspectors) By motion, (a) approve the selection of Mobile Home Inspectors for Title 25 inspection services, (b) authorize the City Manager to enter into a contract with Mobile Home Inspectors to provide Title 25 inspections services. A. SUMMARY AND RECOMMENDATION: The City for the last several years has assumed the State of California Housing and Community Development (HCD) duties of performing mandatory inspections of all mobile homes to ensure compliance with Title 25 regulations. At least one mandatory inspection of each mobile home resident space and each mobile home park is required to be conducted every five years. Currently, the City is within the five year time frame within which to perform these inspections. At this time, staff is requesting the approval of the selection of Mobile Home Inspectors to conduct the mandatory inspections. Attached is a draft Consulting Agreement that will be executed upon approval by the CRA (Attachment 1). B. STAFF ANALYSIS - In January of 1998, request for proposals were solicited from three firms specializing in mobile home inspections. On January 30, 1998, two responses to the request for proposals were received (Attachment 2) and are summarized as follows: Company Cost for Inspections* Administrative Cost Total Cost 1 Sunland Construction $68,870 $14,600 $83,470 2 Mobile Home Inspectors $70,124 $12,706 $82,830 * Cost Based on inspections of 1,214 spaces and seven parks. Based on the prices and references for the two firms, it is staffs recommendation that Mobile Home Inspectors be selected to perform the Title 25 inspections. Using Mobile Home Inspectors total contract price of $82,830, the approximate inspection cost per resident mobile home park space is $68.00. C.\WPW INWTMLE25\CC5-05.A1 AGENDA ITEM -2- May 5, 1998 The selected firm will be responsible for performing mandatory Title 25 inspections for seven mobile parks consisting of approximately 1,214 mobile homes including the identification of Title 25 violations for both park owners and residents. The selected firm will perform inspections over three years. This means that the City staff may elect to conduct inspections of the seven parks in several phases (i.e., two to three parks inspected per year). A summary of the duties required of the selected firm includes, but is limited to, the following: Prepare and distribute a letter to all mobile home PARK owners regarding the date and time of the mobile home Title 25 inspection and the purpose of the inspection. 2. Conduct the inspection of each mobile home park to conduct an inspection to identify park owner Title 25 violations. 3. Provide a written inspection report identifying the Title 25 violations for each PARK owner. 4. Prepare and distribute a letter to all mobile home residents regarding the date and time of the mobile home Title 25 inspection and the purpose of the inspection. 5. Conduct the inspection of each individual mobile home resident space to identify resident Title 25 violations. 6. Provide a written inspection report identifying the Title 25 violations for each individual resident mobile home space. This report may be a comprehensive listing of all violations within the park by owner and resident as opposed to an individual report for each space. Prepare and distribute a letter notifying the park owner of any Title 25 violations. The selected firm shall be responsible for preparing and distributing all letters. 8. Prepare and distribute a letter notifying each resident of any Title 25 violations. City staff shall review the correspondence to ensure that all available city programs are identified to assist in correcting the violations. 9. Conduct a follow-up inspection of each mobile home space, as necessary, and each mobile home park to determine that all identified Title 25 violations have been corrected. The follow-up inspection shall show (a) all items that have been corrected by park name and space number and (b) all items that remain to be corrected by park name and space number. 10. Coordinate with City staff to provide inspection approval information. 11. Coordinate with City staff and attend meetings between the City staff and/or park owners and park residents, as necessary. C'.\WMN60\TI U2MCC5-05Al AGENDA ITEM • -3- • May 5, 1998 C. COMMISSION BOARD REVIEW AND RECOMMENDATIONS None. D. FINANCIAL CONSIDERATIONS Staff anticipates the entire Title 25 inspection process to be completed over three years (i.e., two to three parks per year). Based on this schedule, it is anticipated that approximately $30,000 will be needed annually. $25,000 from Housing Set -Aside Funds has been budgeted for fiscal year 1997/1998 to begin the inspections. $30,000 will be programmed in each year until completion of the project. E. NOTIFICATION: Mobile Home Inspectors Sunland Construction F. ALTERNATE ACTIONS: 1. By motion, (a) approve the selection of Mobile Home Inspectors for Title 25 inspection services, (b) authorize the Executive Director to enter into a contract with Mobile Home Inspectors to provide Title 25 inspections services. 2. By motion, (a) do not approve the selection of Mobile Home Inspectors for Title 25 inspection services, (b) do not authorize the Executive Director to enter into a contract with Mobile Home Inspectors to provide Title 25 inspections services. 3. Continue item and request additional information. RECOMMENDATION By motion, (a) approve the selection of Mobile Home Inspectors for Title 25 inspection services, (b) authorize the Executive Director to enter into a contract with Mobile Home Inspectors to provide Title 25 inspections services. Respectfully submitted, Thomas Tomlinson Deputy Director Attachment 1: Draft Consulting Agreement Attachment 2: Copy Proposals C\WPW IN60\=E25\CC5-05.A1 0 0 TITLE 25 MOBILE HOME INSPECTION PROPOSALS MOBILE HOME INSPECTORS SUNLAND CONSTRUCTION C AWP 60\TULE25,CC5.05 Al ATTACHMENT 2 0 0 MOBILE HOME INSPECTORS C\W WW60\=LE25\CC5-05.M � Ali ;TiJA N CA VXXT i OBI r 3ME i1 TSPEC F ON "Z90"CE APPI C, ON, Company Name: Mopwu-- ACmr-- 11y6pet-roLs Contact Person- 6;AZ& AWAY Address 16432. GQV*,0 Si. UV(T M, Telephone:)/q Sol - 6SSS 44gw. W PYWG 11Y 61L -35'6q License No.- qS-q)/ 3 C-47 j 13-1 FAX: i%/c( 8Yi -86(0 Cana-wes /w: ##101= A 10 3(r-) mo 6"M #4362, C-Nui<odM(-Ww Avis, Other Certifications/Licenses itc- Sfc3l.Ny g m1L' /NSKrT0&4303 Z Three (3) Recent Inspection References: (Address and Phone Numbers of Contact Person) I E. P, M. Client Name , of Services Provided to Client: 6, 0, m . C>wuS � AAS GS , wdjCH r'uC U)044 --O J.v F40& /A,T6UOJ- j 606"00- JWSm1-;:r-nauS 10L CJrnyu4u ec- w T/TLF as DELL'S MotbILC 00mor S&C-S Client Name Ika CAMPS Contact Person 6-6z 434 —/oil bN G000&- 0-L(cWT- ClieniTelephone Number Date Project Completed of Services Provided to Client: I AIT00-10 L GrgEVUOA., JNSPEC-noNs , r0L &3tii P u 4)vdcs i.tl wrL(- r 4 of 7 E . c : ► tK�l`►IL�1►Iil 0 3. Sk-4 3-1f pACS / I r P,.CI'nJ P LU/= k M hI LC Chert Name If t /I Contact Person LHol ((o(WEFM IUOC--- OIL 43350 ULW* CA, 4(??D ClientAddress of Services Provided to Client: INTUw on, I C- IOWA, /WSMCIo us .0 01, WM OU" W' W1W tact= SES Description of Business/Contractor History: (Attach additional pages if needed) moalLc uomt JA✓sPOtTolls , ucCNSL-v -ju�,c? lg?� , .Alpaox 190C) MOW- IkW S Cc MOWT60 To QATE . LJC LSE UL/Fok-MA TITLC PLS 6Uh0LU#-'L S . FItakN CLVTUcnivK-- moait.LS OomLY Rt'Moloa. J P-af ks u('L=0 gev ;3L)L,t iqj� .0 Vn.wsw� Poor,! ,dwmybiuLys C" &"or ILLwobuL t Ak=Y*itt.. Ptot tits Description of Staffing Plan pertaining to project: (Attach additional pages if needed) (This section should include detailed description of person or persons to be designated as on-site project coordinator, etc.) GW=Cz - giwod wiLL toDA.O1 MF AMC INsoLvT LM,4 P.&ML ,t1utl Home, h ootpoweL Elw:r- WILL w U-SOO ,eS A)L;r-" roti PI !y4#L(Axr- AU0 Prbececz c' gzpot.TT, Ira- /LeyomrS wrLL. 66 C.enMP0614- 6-6yOW-V wIrl+ ( klt, UP rfLL=.JD/J-YJ FtVLsu/ 70 7-l65' e IrY 4 CUWA47Wo of eW-4 plto,Tc5C.r NorC-: ITg ins PG -W. Pnl P 1, PAIP2,1 R3131 2Fo3., &rok,, Rlol, "o4,_fLNP2.( knrP3 erm MAY Dior & hfPuLA6IC- , 130Ceusr Or No #CL0d TO rli< /are -Mk OF TIX Aouht?, %UUwwhTforq h4C-A ,}Ntl on. 0(aKWirRLC0"S ckc TW "rL"� �9-7 0 E .......... __________________________________________________________________________________ SIGNATURE AUTHORIZATION ______________________________________________________________J A. The undersigned attest that: 1. He or she is authorized to sign on behalf of the Contractor. 2. All statements included in this application are true and correct. B. The undersigned acknowledges and understands that: 1. The City of San Juan Capistrano, reserves the right to reject any or all applications received under this solicitation. 2. All material submitted as part of your response to this RFP become the property of the City of San Juan Capistrano. NAME OF CONTRACTOR: AUTHORIZED SIGNATURE: NAME AND TITLE: DAYTIME PHONE: %/q 8'gN - 6 sSS FAX: 9/y 8q — gi6& PENALTY FOR FALSE OR FRAUDULENT STATEMENT, U.S.C. Title 18, Section 1001, provides: "Whoever, in any matter within the jurisdiction of any department or a. -ancy of the United States knowingly and willfully falsifies or makes any false factious statement or entry, shall be fined up to $10,000 or imprisoned up to 5 years or both." C \WEWN60gMLE25\TULE35 RFP 7 of 7 � - Z � � r � � �..,�.:. j� � i � y/' � � �� � � ��l � �'� �� � ' � Yah ' � c> C, 71!pr� �--qqqppl�� I , AA� I -, , I , I , , s; -, r �, a tij .r,—'A„} Jim Morgan & Associates r - �lYfdBRid [�i[a ..gip "5"T1 ty�, C,,tili-t, Y ` tion D Co-pl, �..'.. ✓o cerEi� �ha� Greg Filian 16582 Gothard Street Unit G Huntington Beach, California 92647 Has attended a minimum of 90%t of the required class hours and therefore has successfully completed this intensive course in Anaheim, California HUD/FHA 203 (k) Home Inspection Techniques and the Role of the Consultant OREA Approval Number 96956CI15 This course consisted of Three & One Half hours of Continuing Education =.. in a classroom environment March 21. 1997 I ccrutV under penalty of pequryihat the kCorepletion Date;ahoYqitbrujauorr is true and wired rtt se Provider # CP956603 J' i Morgan Ins ru for u; Jim Morgan & Associates 9902 Fair Oaks Boulevard Fair I • SUNLAND CONSTRUCTION CA"60A=LE25VCC5-05 M Y OF SAN JUAN CAPISTRA� MOBILE H E INSPECTION SERVICES IMPLICATION Company Name: -)VA1 ,,IAI Contact Person- Zi &7K "dZ Address:— 2O_S -S• loge /SP r4,'41 . ./9r. e71"Ag&yf! P, Telephone:%�1 - 93 9 - i//.2 FAX: Sa --f r✓ Pager:- 7/ � - 2 4 - /-7 y.S License No.- S.S yo? 900 Q-/ u` C-'17 Other Certifications/Licenses Three (3) Recent Inspection References: (Address and Phone Numbers of Contact Person) I d& e, CatA&T lyfi d Ie A0r' P. Client Name I/✓0_&L Contact Person / R/_3c /'%c %CLc�lGe-1V 'GV , 14A 7231;;t/sfeA, 6,6, 2A v3 Cheng Tent Te ephoner Date Project Completed Client Name �+ 1,11rIe,y tf/a.!/sC,t/ Comact Person /3?7-,,7 Go/._Le.1A1ee,yZ:.rZ._ f/cR �✓es�M. vs "r_ (A. . � F°3 ClientAddnss _7iy- A9s--5*-y Client Telephone Nam Date Project Completed of Services Provided to Client: 4 of 7 • 0 REFERENCES CONTINUED... e'q6 Client ¢/¢phone Number Date Project Completed of Services Provided to Client: Description of Business/Contractor History: (Attach additional pages if needed) iCC. 67-c/ee,AMf.tlrf� Description of Staffing Plan pertaining to project: (Attach additional pages if needed) ("Muss section should include detailed description of person or persons to be designated as on-site project coordinator, etc.) �I✓ 26C TAP. 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C Cj � LJI Q U r________________________________________________ _-- _______________-________-_________� SIGNATURE AUTHORIZATION ; L---------------------------------- _ _ _______-_________________________-___-___--_-__--__-__-_--___-___-J A. The undersigned attest that: 1. He or she is authorized to sign on behalf of the Contractor. 2. All statements included in this application are true and correct. B. The undersigned acknowledges and understands that: 1. The City of San Juan Capistrano, reserves the right to reject any or all applications received under this solicitation. 2. All material submitted as part of your response to this RFP become the property of the City of San Juan Capistrano. NAME OF CONTRACTOR: Sr✓,✓ ^//' A/ 0�/ CO AI Srr-VC r."e n/ AUTHORIZED SIGNATURE: GV '116 i NAME AND TITLE: DAYTIME PHONE: yy - %3 9 - //1.2 al- 200 - Sls I - K % - -2 FAX: 91.;P 9 - ///.? PENALTY FOR FALSE OR FRAUDULENT STATEMENT, U.S.C. Tide 18, Section 1001, provides: "Whoever, in any minter within the jurisdiction of any department or agency of the United States knowingly and wil filly falsifies or makes any false factious statement or entry, shall be fined up to S 10, 000 or imprisoned up to S years or both. " C \W PW W 6TTQLE25 TRLE25 RFP 7 of 7 0 0 1 W J W If Z S V -aomo H I ii y� t125 a nE OnZ6 it lal : E �a NVI c o Q C:. 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Vi:� ce W L fll �➢ jF Q W ) LLj J m t V�p O0 m7j L w o 0 1 O O U e e m P w U } n (7 w() Q m W m- a.�-- w [)W O !n VJ II J 1 Cc A L P9 I I U 4 m o ¢ O omtm F qQ J Q Q m a m o xlm rVNmb °? 700 �I Sill olid -911V 0000000000 YVd ZC:9T 96/6Z/ZT San Juan Capistrano Community Redevelopment Agency December 1, 1998 0 0 Mobile Home Inspectors 21851 Newland Avenue Huntington Beach, California 92646 Re: Renewal of Automobile Liability Certificate of Insurance (Inspection Services) Gentlemen: The Automobile Liability Certificate of Insurance, regarding the above -referenced service is due to expire on December 30, 1998. In accordance with your agreement, the insurance certificate needs to be renewed for an additional period of one year. Please forward the updated certificate to the City, attention City Clerk's office, by December 30, 1998. If you have any questions, please contact me at (949) 443-6310. Thank you for your cooperation. Very truly yours, Dawn M. Schanderl Deputy City Clerk cc: Cheryl Johnson, City Clerk Lynnette Adolphson, Planning Department 32400 Paseo Adelanto San Juan Capistrano California 92675 714 - 493-1171 12/29/98 16:12 FAX 0000000000 Allstate• Inn HONEY, ?I WHADDA YA WAN YOU ®PUT IT IN THE MAIL? � FIRFI NAME: ,4pOul ASENT: .JIMMIE A. GTI,FS/MAXET' ALLSTATE INSURANCE 2090?,SO. BROOKHURST#105 HUNTINGTON BEACH, CA 92646 PHONE: (714) 963-6363 FAX: (714) 962-5815 IT'S BEEN A PLEASURE DOING BUSINESS WITH YOU Al D PLEASE REMEMBER, DON'T BE A HAROLD. "JUST FAX ITI" LOCATION: ff��n FAX DUMBER:ATT -NTION: Y "` HAROLD CONSCIOUSLY CHOSE NOT TO PARTICIPATE IN THE "FAX DECADE". # OF PAGES: DAT;WIME: REFERENCE: COMMENTS:` ? \�� ��(ln0 �c�T� Chm �Lf�r>rl� Clfb^Cl(i ��QP IT'S BEEN A PLEASURE DOING BUSINESS WITH YOU Al D PLEASE REMEMBER, DON'T BE A HAROLD. "JUST FAX ITI" AC RD CERTIFICfrE OF LIABILITY INS ANCEPID GH DATE(MWOD/YY) GREGO-6 10/28/98 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Powers 6 Company ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Insurance Agents S Brokers HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR P. 0. Box 619043 Lic #OBO2564 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Roseville CA 95661-9043 COMPANIES AFFORDING COVERAGE Richard Powers Plane No. 916-630-8643 Fe.No.800-783-0083 COMPANY A Savers Property S Casualty INSURED COMPANY B :.1 ' Gregory K. Filian Contracting S Mobile Home Inspectors�— COMPANY C 16932 Gothard St Unit # N Huntington Beach CA 92647 COMPANY D COVERAGES THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Co LTR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE (MMIDD/YY) POLICY EXPIRATION DATE (MWDD/YY) LIMITS GENERAL LIABILITY GENERAL AGGREGATE $1110-00- DDD PRODUCTS-COMP/OPAGG $1,000,000 A X COMMERCIAL GENERAL LIABILITY ACAM10007843CA9808 08/31/98 08/31/99 CLAIMS MADE []OCCUR PERSONAL $ ADV INJURY $ 50 r OOO OWNER'S$ CONTRACTOR'S PROT EACH OCCURRENCE $50O 000 FIRE DAMAGE (Any one nre) $50,000 X modified occurenc MED EXP (Any one person) $1,000 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ ANY AUTO BODILY INJURY (Per Person) $ ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per eoc .nt) $ HIRED AUTOS NON-OWNED AU- OS PROPERTY DAMAGE $ GARAGE LIABILITY AUTO ONLY -EA ACCIDENT $ OTHER THAN AUTO ONLY: ANV AUTO EACH ACCIDENT $ AGGREGATE $ EXCESS LIABILITY EACH OCCURRENCE $ AGGREGATE $ UMBRELLA FORM 1 $ OTHER THAN UMBRELLA FORM WORKERS COMPENSATION AND EMPLO YERa LIABILITY WC STATU-OTH- _TQRY LIMITS _ ER EL EACH ACCIDENT $ EL DISEASE - POLICY LIMIT $ THE PROPRIETOW INCL PARTNERS/EXECUTIVE EL DISEASE -EA EMPLOYEE $ OFFICERS ARE: EXCL OTHER DESCRIPTION OF OPERATICNS/LOCATIONSNEHICLES/SPECIAL ITEMS CERTIFICATE HOLDER IS SHOWN AS ADDITIONAL INSURED PER THE ATTACHED CG2010 BUT ONLY WITH RESPECT TO LIA$IL TY ARISING OUT OF OPERATIONS PERFORMED BY THE NAMED INSURED reprint:ll/0398 6 REVISED 111698 CERTIFICATE HOLDER CANCELLATION SAN JUA SHOULD ANV OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE SAN JUAN CAPISTRANO COMMUNITY EXPIRATION DATE THEREOF, THE ISSUING COMPANY WILL ENDEAVOR TO MAIL REDEVELOPMENT AGENCY C/O LYNETTE 32400 PASEO ADELANTO 10 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT. BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY SAN JUAN CAPISTRANO CA 92675 OF ANY KIND UPON THE COMPANY, ITS AGENTS OR REPRESENTATIVES. AUTHORIZED REPRESENTATIVE , n Richard Powers UTI/ ACORD 25-S (1/95) .. ACORD CORPORATION 1988 0 0 Policy Number ACAM10007843CA9808 Commercial General Liability THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY ADDITIONAL INSURED ----OWNERS, LESSEES OR CONTRACTORS (FORM B) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART. SCHEDULE NAME OF PERSON ORGANIZATION: SAN JUAN CAPISTRANO COMMUNITY REDEVELOPMENT AGENCY 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 CERTIFICATE HOLDER, ITS DIRECTORS, OFFICERS, AGENTS, REPRESENTATIVES, EMPLOYEES ARE SHOWN AS ADDITIONAL INSURED (If no entry appears above, information required to complete this endorsement will be shown in the Decclarations as applicable to this endorsement.) WHO IS AN INSURED(Section 11) is amended to include as an insured the person or organization shown in the Schedule as an insured but only with respect to liability arising out of your ongoing operations performed for that insured. CG 20 10 10 93 Copyright, Insurance Services Office, Inc. 1992 • • SG STATE P.O. BOX 807, SAN FRANCISCO,CA 94101-0807 COMPENSATION INSURANCE FUND CERTIFICATE OF WORKERS' COMPENSATION INSURANCE I LANi, .:!' C. POLICY NUMBER: 1058203 - 98 ISSUE DATE: 12-01-98 CERTIFICATE EXPIRES: 12-01-99 CITY OF SAN JUAN CAPISTRANO JOB: ALL OPERATIONS COMMUNITY REDEVELOPMENT AGENCY-LYNNETTE ADOLPHSON 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 92675 This is to certify that we have issued a valid Workers' Compensation insurance policy in a form approved by the California Insurance Commissioner to the employer named below for the policy period indicated. This policy is not subject to cancellation by the Fund except upon 30 days' advance written notice to the employer. We will also give you 30 days' advance notice should this policy be cancelled prior to its normal expiration. This certificate of insurance is not an insurance policy and does not amend, extend or alter the coverage afforded by the policies listed herein. Notwithstanding any requirement, term, or condition of any contract or other document with respect to which this certificate of Insurance may be Issued or may pertain, the insurance afforded by the policies described herein is subject to all the terms, exclusions and conditions of such policies. RESIDENT EMPLOYER'S LIABILITY LIMIT INCLUDING DEFENSE COSTS: $1,000,000.00 PER OCCURRENCE. STANDARD EXCLUSION: INDIVIDUAL EMPLOYERS AND HUSBAND AND WIFE EMPLOYERS ARE NOT ELIGIBLE FOR BENEFITS AS EMPLOYEES UNDER THIS POLICY. ENDORSEMENT X2065 ENTITLED CERTIFICATE HOLDERS' NOTICE EFFECTIVE 12/01/98 IS ATTACHED TO AND FORMS A PART OF THIS POLICY. EMPLOYER FILIAN CONTRACTING & MOBILE HOME INSPECTORS 16582 GOTHARD NG, HUNTINGTON BEACH, CA 92647 LEGAL NAME FILIAN, GREGORY AND FILIAN, DEBRA PRINTED:11-13-98 040 THIS DOCUMENT HAS A BLUE PATTERNED BACKGROUND sCir 1026s REV. 2 -es 12/90/14 TUE 04:47 FAX ltJ001 ent By: HP Lasor.1Et 3100; • 1 800 783 008:1; Nov 8 11:10AM; PogE 1J7 INSURANCB�� 6 _ 1oi28 "98 OF LIABILITY CERTIFICATE PRODUGTA pliwra C. cadkpaay Xnauranco Agonts 6 BLOkwra P. O- Box 619043 tic 00802564 xosevillo CA 95661-9043 _paw 800-793-MO3 ._ - Gragosy K. Yilisn Centracrt+-IIg L bwDila Homs Inspectors �- 16932 Gotpard St Unit 0 N Huptiagton Beach CA 92647 YNIS CERTIFICATE IS 1390WA.5 A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIMATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR Al TER THIF COVERAGE AFFORDED BY THE POLICIES BE_I.OW COMPANIES AFFORDING COyERAGE GLV,r/WY A 9avess Rr.PartY L Casualty COIAPAMY \.- C11L1�L -�'(J c DSIPAIFr COVERAGES 7Mi11s TD c[RT4"P TM.T nr PDLIc1EB OF MSURAM[E LIStEDBe\Aw RAVF gEEN tSffiIED TO 111E W9uPEO FISAIFD ABOVE FOR YKE POLICY PERIOD WOK'�7T11. NOTWRf1$TANDnO.NY REOUA�IENT-TEAM fM COIWTION OF N1T CDNTP.cT OR DTINA DOCIa�NT 1RITM fIESPEfT 10 MMKH TRIS CtNT "Tc MAY li umED OR WY PERTAAL THE R15IIRamT AFFOPOED Br DTE POLfC" D CRIED HEPPw a ADSJ CT TOA ITA TT1f , EFGUNoRS. DC0HVI RMIfi OF SdCH POLICIES. l907B 601DPw AIAY 1"AV IEP' RETAILED T'PPO CU S ... .__� POLCYEFFECPOLICY FWP TDml LW LTPI *rR Of i'a1MMCET- __ .- WTT, IFwaDIYV)TIVE D^w 064000 YI —. -- -- s 1 000 000 �—coelu. u+eanY A X cOMFERCfALc6ffAAluwulY I ACAI1t10007863CA9808 awwe WOE � OtaIR {Ij ONNER'S f C0 NTR.CTOR'9 PgOY X nodifxed occ'Wenc AUTOaOmIP U.DILITY �`. _ V AUTOOWNED*VTEDINPD AI V6DADTOS-O AAIf 05Lf11$SITY - -ALrto_ADU7Y - fERTIW1lMBTFOP.Bf cowdFJAT'0ERs' LI.BaFrYA&fETD'I J4LEJIEGYTIPERBAPf: 08/31/98 OE7fF AOUKE ..E I 08/31/99 PRODDCTs edIPIOP.GG r1/000,000 PEBTDN 4AWPYURY 1501000 GAL'DCCJRRENG! iSDD, 000 fIRF OAMAGe IAI�a.S.f.�I 1 iDF DDD uIEDUP UffP efr perW 11,_000 COMBI'ED SwGLL f f - BODILY YWfAiY 11 l DIITI UAY 1 VIpw ffnef.l ♦UTO DNLY EJ fffL.IbFNT 1 .. _ ._. OrNERT7wIADrO OMT FACM<GGIOFBT f AOGPLWn f — EJU-' IA.LI¢[RFRCE r _ _ _ . ^• aCCPFCATF = EL "CM ALCOE'T _ EL om: sr POIIcT &wn I f FA Di�TA1Ie tr EWLOYEy L Walls TgABAIFNIGLF91SPECPfL fIH6 lYTJC=D LT32010 EIS SHOM AS ADDMONAL INSURED PER SING OIY1 plRAT nws PERFORI4D BY rapriat711 03/ O RAVSD 11p9p LATE HOI nctr rANCE"TION 9AN JUN ggyFn µY OF I'F MPIL` Ofb[.PI'FD P(JI n-fF S 6f f.M� Fl\FD W FWaE 1NF SAN JUAN MPISTRANO COMMUNITY Gaalwnwl D.w 7wRE nR mum CD.P..T f.af F.feE.arcAF TO WA REDEVISLOI7IPNT AG41liCY 10 pAYf YwirrER Ante Te TMe cERnFR.ATE ffOIDFR f1AlIED TD T'F Lrcr C/0 L4N3TrE WT FA&IFRE 10M SkI 1VOTIfa. a.iP+Rwos. HO oR\I.enrn 32400 PASSEO ADELANTO of AKI (yp IMON Tne GgPANY. rtS.cll.rf. DR N.Im+4Elllr.rfffpa _ SAN JOAN CAPISTULM C> 92675AUTFoarz UREP SmUffw Richard Po-- C b ACORD CORPORATION 196 ,4-rrN: L �w� rT�- AV"WsoAl FPX • RECf": 1-b _A Policy Number ACAM10007843CA9808 Commercial GenerKlAftk, DEPT. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY ADDITIONAL INSURED ----OWNERS, LESSEES OR CONTRACTORS (FORM B) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART. SCHEDULE NAME OF PERSON ORGANIZATION: SAN JUAN CAPISTRANO COMMUNITY REDEVELOPMENT AGENCY 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 CERTIFICATE HOLDER, ITS DIRECTORS, OFFICERS, AGENTS, REPRESENTATIVES, EMPLOYEES ARE SHOWN AS ADDITIONAL INSURED (If no entry appears above, information required to complete this endorsement will be shown in the Decclarations as applicable to this endorsement.) WHO IS AN INSURED(Section 11) is amended to include as an insured the person or organization shown in the Schedule as an insured but only with respect to liability arising out of your ongoing operations performed for that insured. 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U n o O r r z O 1 N r�l mD -im -gym nU m m W _T �q A �x1 m m O 2;5 y C_ D Z n m V002 m m � � r O D 3 31 � n m m O <T v C r. r�l mD -im -gym nU m m W _T �q A �x1 m m O 2;5 y C_ D Z n m V002 MOBILE HOME INSPECTOR � 10/28/98 16932 GOTHARD ST, UNIT G HUNTINGTN BEACH, CA. 92746 TO: SAN JUAN CAPISTRANO REDEVELOPMENT AGENCY, 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 92675 DURING THE CONTRACT WITH THE CITY TO PERFORM PARK INSPECTIONS, I WILL BE DOING THE WORK MYSELF AND WILL NOT EMPLOY OTHERS FOR THIS JOB. THEREFORE I WILL NOT NEED TO PROVIDE A WORKERS COMP. INSURANCE CERTIFICATE. SINCERLY, GREGFILIAN STATE� COMPENSATION INSURANCE FUND P.O. BOX 420807, SAN FRANCISCO, CA 94142-0807 CERTIFICATE OF WORKERS' COMPENSATION INSURANCE FF P ISS3 pLgNNitNGEpY SEPTEMBER 16, I998 POLICY NUMBER: CERTIFICATE EXPIRES: 1058200 — 97 12-1-98 F - CITY OF SAN JUAN CAPISTRANO COMMUNITY REDEVELOPMENT AGENCY-LYNNETTE ADOLPHSON 322400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 922675 JOB: ALL OPERATIONS 7 This is to certify that we have issued a valid Workers' Compensation insurance policy in a form approved by the California Insurance Commissioner to the employer named below for the policy period indicated. This policy is not subject to cancellation by the Fund except upon ten days' advance written notice to the employer. We will also give you TEN days' advance notice should this policy be cancelled prior to its normal expiration. This certificate of insurance is not an insurance policy and does not amend, extend or alter the coverage afforded by the policies listed herein. Notwithstanding any requirement, term, or condition of any contract or other document with respect to which this certificate of insurance may be issued or may pertain, the insurance afforded by the policies described herein is subject to all the terms, exclusions and conditions of such policies. AUTHORIZED REPRESENTATIVE PRESIDENT EMPLOYER'S LIABILITY LIMIT INCLUDING DEFENSE COSTS: 81,000,000 PER OCCURRENCE. EMPLOYER F— FILIAN, GREGORY AND FILIAN, DEBRA DBA: GREGORY K FILIAN CONTRACTING & MOBILE HOME INSPECTORS 16582 GOTHARD, #G HUNTINGTON BEACH, CA. 92647 ! 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (714)493-1171 (714) 493-1053 (FAX) July 15, 1998 Mobile Home Inspectors Greg Filian 16932 Gothard Street, Suite N Huntington Beach, CA 92647 Subject: Insurance Requirements Dear Greg: MEMBERS OF THE CITY COUNCIL COLLENE CAMPBELL JOHN GREINER WYATT HART GIL JONES DAVID M. SWEROLIN CITY MANAGER GEORGE SCARBOROUGH Our office has been informed by the City Clerk's office that certain insurance requirements have yet to be satisfied pursuant to the Agreement for Consulting Services for Title 25 Inspection Services. The following is a summary of the outstanding insurance information required by the San Juan Capistrano Community Redevelopment Agency: General Liability - A certificate of insurance is required to be submitted naming the San Juan Capistrano Community Redevelopment Agency as an additional insured. General Liability_ Endorsement form (enclosed) - This form is required to be completed by your insurance broker naming the San Juan Capistrano Community Redevelopment Agency as an additional insured. Commercial Automobile Liability - A certificate of insurance is required to be submitted naming the San Juan Capistrano Community Redevelopment Agency as an additional insured. 4. Worker's Compensation - Proof of insurance coverage for worker's compensation must be submitted naming the San Juan Capistrano Community Redevelopment Agency as an additional insured. Please note work is not authorized to commence and invoices cannot be processed until all insurance requirements have been satisfied. C \WPWfN6M"D0CSIT1TLRI5HNSUR,LTR i cr,.ier„aee Sun .hien Capistrano. Prescri-in, 117cPact to Enhance thc° Future° LETTER Mobile Home Impectms Page 2 July 15, 1998 Please forward all insurance documentation to the following: Cheryl Johnson, City Clerk City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 If you have any questions please contact me at (714) 443-6330 or Lynnette Adolphson at (949) 443- 6324. Sincerely, jolt Deborah Dimu Consultant cc: 1/wn Schanderl, Deputy City Clerk Lynnette Adolphson, Administrative and Code Specialist C 9WPWIN601WPDOCSITI=251lNSORLTR • • \ AYES: Directors Jones, Greiner, Swerdlin and Chairman Hart NOES: None Director Campbell 1. APPROVALOF MINUTES - 2. The Minutes of Regular Meeting of April 7, 1998, were approved as submitted. Director Greiner abstained 64e to his absence from the April 7, 1998 meeting. The Lists of Demands date6 ri123,1998, in the total amount of was ordered received and filed. \ 3. REPORT OF INVESTMENTS - The Report of Investments for the Q=BY ch 31, 1998 from the Finance Officer was ordered received and filed. 4. RECEIVE AND FILE CASH BALAFOR MARCH 1998 330.50) The Cash Balances By Fund Report for the month ends March 31, 1998 from the Finance Officer was ordered received and filed. 5. PROJECT (670.50) As set forth in the Report dated May 5, 1998 from the Econo is Development Administrator, the five easements were granted to the City of San Juan apistrano for downtown lighting purposes. The Chairman was authorized to execute docum is on behalf of the Community Redevelopment Agency. The following items was removed by the Consent Calendar. CONSIDERATION OF APPROVAL OF CONSULTING AGREEMENT FOR TITLE 25 INSPECTION SERVICES (MOBILE HOME INSPECTORS, (6) 00.40) Written Communications: (1) Report dated May 5, 1998, from the Deputy Director, advising that the City had assumed the State of California Housing and Community Development duties for performing mandatory inspections of all mobile homes to ensure compliance with CRA Minutes -2- 5/5/98 Title 25 regulations. The report recommended selection of a firm who will be responsible for inspection of the City's seven mobile home parks, consisting of approximately 1,214 mobile homes, and identifying Title 25 violations for both park owners and residents. The inspections would be performed over a 3 -year period. (2) Memorandum dated April 29,1998, from the Planning Director, requesting the item be continued to May 19, to allow legal review of revisions to the agreement requested by the recommended consultant. Motion for Continuance: It was moved by Director Jones, seconded by Director Swerdlin, and unanimously carried to continue consideration of an agreement for Title 25 inspection services to the meeting of May 19, 1998. None There being no further business fore the Board, the meeting was adjourned at 7:13 p.m. to the next regular meeting date of Tuesday, Mky,19, 1998, at 5:30 p.m., in the City Council Chambers. CHERYL ATTEST: i . Ja../, A<1. NVYAY HART, CHAIRMAN submitted, SECRETARY CRA Minutes -3- 5/5/98 San Juan Capistrano Community Redevelopment Agency May 6, 1998 Mobile Home Inspectors 16932 Gothard Street, Suite N Huntington Beach, California 92647 Re: Proposed Agreement for Title 25 Insg_ection Services Gentlemen: At their meeting of May 5, 1998, the San Juan Capistrano Community Redevelopment Agency Board of Directors approved the staff s request to withdraw from consideration the proposed Consulting Agreement for Title 25 Inspection Services. The item was rescheduled to the meeting of May 19, 1998, to allow the Agency Legal Counsel time to review the requested agreement revisions. A copy of the agenda and staff report will be forwarded to you prior to the next meeting. If you have any questions, please feel free to contact Debbie Dirnu, the Agency's Housing Consultant, at 949-443-6330. Very truly yours, Cheryl Joh son Agency Secretary cc: Sun Land Construction Deputy Director Debbie Dirnu 32400 Paseo Adelanto San Juan Capistrano California 92675 714 - 493-1171 E Rede%clopmrnt Ai cnc% May 27, 1998 Mobile Home Inspectors 16932 Gothard, Unit N Huntington Beach, California 92647 Re: Title 25 Inspection Services Gentlemen: At their meeting of May 19, 1998, the San Juan Capistrano Community Redevelopment Agency Board of Directors approved an agreement for Consultant Services with your firm relating to inspection of all mobile homes in the City to ensure compliance with Title 25 regulations. The Agreement is effective for a period of one year, ending May 19, 19Q4 with two additional one-year extensions. Total cost to the Agency is not to exceed $82,830. A fully -executed copy of the Agreement is enclosed for your files. The Agency has not yet received the insurance required in Section 17 of the Agreement. Please forward the required certificates and endorsement to the Agency Secretary/City Clerk's office as soon as possible. The Agreement stipulates that the insurance is to be received prior to beginning work, and compensation will not be authorized until the insurance requirement has been met. Section 21 of the Agreement further designates this consultant position as one required to file Statements of Economic Interests, A Statement of Economic Interest Form 700 is enclosed. Please complete the Form and return it to this office no later than June 18, 1998. Thank you for your cooperation in this matter. Please feel free to contact Tom Tomlinson, Agency Deputy Director, at 443-6323, if you have any questions. Very truly yours, Cheryl Johnson Agency Secretary Enclosures cc: Planning Director (with copy of Agreement) 32400 Paseo AgeTTI' Native Services (with copy of Agreement) San Juan Capistrano California 92675 714 - 493-1171 �., C._K;,"9°"n .p —r'q"'�.- ,.,.-:;e?33s;e.-r�&;,':^+.�iur^a�-s.�sv.,�.ammaM�—. s,.-..-, z..._.__.__. _--_- • 0 8. APPROVAL OF CONSULTING AGREEMENT FOR TITLE 25 INSPECTION SERVICES (MOBILE HOME INSPECTORS) (600..40) As set forth in the Report dated May 19,1998 from theDeputy Directer, the agreement with Mobile Home Inspectors for Title 25 inspection services was approved with a total contract \ price not to exceed $82,830. nCTIONS PROVAL OF RESOLUTION AUTHORIZING ISSUANCE OF 1998 TAX Report dateday 19, 1998 from the Finance Officer advising that, in 1986, the Agency issued Tax Alloc ion Notes in the amount of $6,250,000. The Notes came due in 1991 and the Agency issued -year Tax Allocation Refunding Bonds to retire those Notes. Based on current lower rates in bond market, the Agency now has the opportunity to realize savings by refinancing the 194']bQnds. The savings would reduce the Agency's annual debt service costs by approximately $2 000 per year. Ms. Pendleton, Finance Officer, ave an oral presentation noting the savings to the City of approximately $20,000 per year fo=eftm maining 18 years of the bond issue. Issuance of 1998 Tax Allocation na Bonds and Other Related Matters: It was moved by Director Campbell, se onded by Director Jones, that the following resolution be adopted: OFFICIAL STATEMENT A RESOLUTIO OF THE SAN JUAN CAPISTRANO COMMUNITY REDEVEL MENT AGENCY AUTHORIZING ISSUANCE OF NOT TO EXCEED X MILLION FIVE HUNDRED THOUSAND DOLLARS ($6,500,000) PRIN PAL AMOUNT OF SAN JUAN CAPISTRANO CENTRAL REDEVELOP NT PROJECT 1998 TAX ALLOCATION REFUNDING BONDS, PROVING, AUTHORIZING AND DIRECTING EXECUTION OF INDE URE OF TRUST RELATING THERETO, AUTHORIZING AND DI TING COMPETITIVE BID OF SALE OF SUCH BONDS, APPR ING OFFICIAL STATEMENT AND PROVIDING OTHER MATT S PROPERLY RELATING THERETO CRA Minutes -3- 5/19/98 0 CITY CLERK'S DEPARTMENT -ACTION REMINDER TO: Debbie Dirnu, Housing Consultant FROM: Dawn M. Schanderl, Deputy City Clerk DATE: April 19, 1999 SITUATION: On May 19, 1998, the SanJuan Capistrano Community Redevelopment Board of Directors entered into a Consulting Services Agreement with Mobile Home Inspectors to provide inspection of mobile homes and mobile home parks throughout the City of San Juan Capistrano. ACTION REQUESTED: Said agreement states services shall be for a period of one year beginning May 19, 1998 and ending May 19, 1999. However, at its option the Agency may extend the agreement for not more than two additional one-year periods, not to exceed a total of three consecutive years. Please notify this office if agreement will be extended or terminated. ACTION TO BE TAKEN: �O✓ en *) /J '(�e4r-6d ei C ��I LI �k �cG�t amt SJ/899. DATE WHEN NEXT ACTION (S) SHOULD BE TAKEN: '5%/9199 SIGNATURE OF OFFICIAL TAKING ACTION: DATE SIGNED: * * *FOR CITY CLERK'S DEPARTMENT USE ONLY*** Tickler Date: 04/19/98 Deadline Date: 05/19/98 cc.' Department Head Lynette Adolphson (600.40/mobile) MEMORANDUM April 29, 1998 TO: George Scarborough, City Manager FROM: Thomas Tomlinson, Planning DirectQ4-, SUBJECT: Request to Withdraw CRA Agenda Item from May 5, 1998 Meeting (Title 25 RFP) Please withdraw the CRA agenda item to consider approval of a consultant agreement for Title 25 inspection services with Mobile Home Inspectors from the May 5, 1998 CRA meeting. Debbie Dirnu notified me that the consultant has requested numerous revisions in the contract language that will require City Attorney review and approval prior to consideration by the CRA. To provide time for John Shaw's review, I have rescheduled this item to the May 19th CRA agenda. Please let me know if you have questions or need further information. TT:Ica cc: Debbie Dirnu C\WPW 60\H003IN0\TULE255598A1 ME1 �pa�I�fs CPA �yy B 6 r^.1 C1T'Y CO1d:�CPL t1C".�/f