04-1001_KUNZMAN ASSOCIATES_Personal Services AgreementPERSONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this _I- day of_ 04,
by and between the City of San Juan Capistrano (hereinafter referred to as the "City") and
Kunzman Associates (hereinafter referred to as "Consultant").
RECITALS:
WHEREAS, City desires to retain the services of Consultant regarding the City's
proposal to prepare a revised Traffic Impact Analysis for the Rancho Viejo Office Park
project in the City of San Juan Capistrano, a proposed 34,864 square feet of general office
and 37,232 square feet of medical and dental offices; and
WHEREAS, Consultant is qualified by virtue of experience, training, education and
expertise to accomplish such services.
NOW, THEREFORE, City and Consultant mutually agree as follows:
Section 1. Scone of Work.
The scope of work to be performed by Consultant shall consist of those tasks as set
forth in Exhibit 'A" attached and incorporated herein by reference.
Consultant warrants that all of its services shall be performed in a competent,
professional and satisfactory manner and in accordance with the prevalent standards of
its profession.
Section 2. Term.
This Agreement shall commence on the effective date of this Agreement and
services required hereunder shall be completed by no later than June 30, 2005.
Section 3. Compensation.
3.1 Amount.
Total compensation for the scope of services for this Project shall not exceed
Five Thousand Three Hundred Dollars ($5,300.00), as set forth in Exhibit "A," attached
and incorporated herein by reference.
3.2 Rate Schedule.
The services shall be billed to the City at the hourly rate set forth in Exhibit
"A," attached and incorporated herein by reference. Included within the compensation are
all the Consultant's ordinary office and overhead expenses incurred by it, its agents and
employees, including meetings with the City representatives and incidental costs to
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perform the stipulated services. Submittals shall be in accordance with Consultant's
proposal.
3.3 Method of Payment.
Consultant shall submit monthly invoices based on total services which have
been satisfactorily completed and specifying a percentage of projected completion for
approval by the City. The City will pay monthly progress payments based on approved
invoices in accordance with this Section.
For extra work not part of this Agreement, a written authorization from City
is required prior to Consultant undertaking any extra work.
3.4 Records of Expenses.
Consultant shall keep complete and accurate records of all costs and
expenses incidental to services covered by this Agreement. These records will be made
available at reasonable times to City.
Section 4. Independent Contractor.
It is agreed that Consultant shall act and be an independent contractor and not an
agent or employee of City, and shall obtain no rights to any benefits which accrue to City's
employees.
Section S. Limitations Upon Subcontracting and Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals
and employees were a substantial inducement for City to enter into this Agreement.
Consultant shall not contract with any other entity to perform the services required without
written approval of the City. This Agreement may not be assigned, voluntarily or by
operation of law, without the prior written approval of the City. If Consultant is permitted
to subcontract any part of this Agreement by City, Consultant shall be responsible to City
for the acts and omissions of its subcontractor as it is for persons directly employed.
Nothing contained in this Agreement shall create any contractual relationships between
any subcontractor and City. All persons engaged in the workwill be considered employees
of Consultant. City will deal directly with and will make all payments to Consultant.
Section 6. Changes to Scope of Work.
In the event of a change in the Scope of Work provided for in the contract
documents as requested by the City, the Parties hereto shall execute an addendum to this
Agreement setting forth with particularity all terms of the new agreement, including but not
limited to any additional Consultant's fees.
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Section 7. Familiarity with Work and Construction Site.
By executing this Agreement, Consultant warrants that: (1) it has investigated the
work to be performed; (2) it has investigated the proposed construction site and is aware
of all conditions there; and (3) it understands the facilities, difficulties and restrictions of the
work under this Agreement. Should Consultant discover any latent or unknown conditions
materially differing from those inherent in the work or as represented by City, it shall
immediately inform City of this and shall not proceed with further work under this
Agreement until written instructions are received from the City.
Section 8. Time of Essence.
Time is of the essence in the performance of this Agreement.
Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and regulations
of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the contract period, Consultant shall have delivered to City at
least one (1) copy of any final reports and architectural drawings containing Consultant's
findings, conclusions, and recommendations with any support documentation. All reports
submitted to the City shall be in reproducible format.
All services to be rendered hereunder shall be subject to the direction and approval
of the City.
Section 12. Ownership of Documents.
All reports, information, data and exhibits prepared or assembled by Consultant in
connection with the performance of its services pursuant to this Agreement are confidential
to the extent permitted by law, and Consultant agrees that they shall not be made available
to any individual or organization without prior written consent of the City. All such reports,
information, data, and exhibits shall be the property of the City and shall be delivered to
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the City upon demand without additional costs or expense to the City. The City
acknowledges such documents are instruments of Consultant's professional services.
Section 13. Indemnity.
Consultant shall indemnify, hold harmless, and defend the City, its Council, officers,
agents and employees from and against any and all claims and losses, costs or expenses,
including but not limited to any damage due to death or injury to any person and/or injury
or damage to any property resulting from any act or omission of Consultant or any of its
officers, employees, servants, agents, or subcontractors in the performance of this
Agreement. Such cost and expense shall include reasonable attorney fees.
Notwithstanding any other provision of this section 13, and as a separate and
independent covenant and obligation, Consultant shall indemnify and hold harmless, but
not defend City, its Council, officers, agents and employees from and against any damage,
liability, loss, cost or expense, which arise out of claim, court action, or administrative
proceeding challenging City approval of the Junipero Serra High School South Campus,
the Environmental Impact Report (EIR) for such project, or any part of the development
identified in the project for which Consultant is preparing the Environmental Impact Report
(EIR) if it is determined by a court action having jurisdiction that Consultant or any of its
agents, employees, or subcontractors negligently performed its services under this
agreement. Consultant's obligation to indemnify the City shall include reasonable attorney
fees and costs.
Section 14. Insurance.
Insurance required herein shall be provided by Admitted Insurers in good standing
with the State of California and having a minimum Best's Guide Rating of A- Class VII or
better.
14.1 Comprehensive General Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive General Liability coverage 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.
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14.2 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive Automobile Liability coverage, including owned, hired and non -
owned vehicles in the following minimum amounts:
$500,000 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
14.3 Worker's Compensation.
If Consultant intends to employ employees to perform services under this
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Worker's Compensation Employer's Liability Insurance in the statutory amount as required
by state law.
14.4 Proof of Insurance Requirements/Endorsement.
Prior to beginning any work under this Agreement, Consultant shall submit
the insurance certificates, including the deductible or self -retention amount, and an
additional insured endorsement to the Consultant's general liability and umbrella liability
policies to the City Clerk's office for certification that the insurance requirements of this
Agreement have been satisfied.
14.5 Errors and Omissions Coverage
Throughout the term of this Agreement, Consultant shall maintain Errors and
Omissions Coverage (professional liability coverage) in an amount of not less than One
Million Dollars ($1,000,000). Priorto beginning anywork under this Agreement, Consultant
shall submit an insurance certificate to the City Clerk's office for certification that the
insurance requirements of this Agreement have been satisfied.
14.6 Notice of Cancellation/Termination of Insurance.
The above policy/policies shall not terminate, nor shall they be cancelled, nor
the coverages reduced, until after thirty (30) days' written notice is given to City, except that
ten (10) days' notice shall be given if there is a cancellation due to failure to pay a
premium.
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14.7 Terms of Compensation.
Consultant shall not receive any compensation until all insurance provisions
have been satisfied.
14.8 Notice to Proceed.
Consultant shall not proceed with any work under this Agreement until the
City has issued a written "Notice to Proceed" verifying that Consultant has complied with
all insurance requirements of this Agreement.
Section 15. Termination.
City and Consultant shall have the right to terminate this Agreement without cause
by giving thirty (30) days' advance written notice of termination to the other party
In addition, this Agreement may be terminated for cause by providing ten (10) days'
notice to the other party of a material breach of contract. If the other party does not cure
the breach of contract, then the agreement may be terminated subsequent to the ten (10)
day cure period.
Section 16. Notice.
All notices shall be personally delivered or mailed to the below listed addresses, or
to such other addresses as may be designated by written notice. These addresses shall
be used for delivery of service of process:
To City: City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: Director of Administrative Services
To Consultant: Kunzman Associates
1111 Town & Country Road, Suite 34
Orange, CA 92868-4667
Section 17. Attorneys' Fees.
If any action at law or in equity is necessary to enforce or interpret the terms of this
Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and
necessary disbursements in addition to any other relief to which he may be entitled.
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Section 18. Dispute Resolution.
0
In the event of a dispute arising between the parties regarding performance or
interpretation of this Agreement, the dispute shall be resolved by binding arbitration under
the auspices of the Judicial Arbitration and Mediation Service ("JAMS").
Section 19. Entire Agreement.
This Agreement constitutes the entire understanding and agreement between the
parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
CITY OF SAN JUAN CAPISTRANO
By: l --T- -lM
David F. Adams, City Manager
Kunzman Associates
By: ,Zp,..
William Kunzman, .E., Principal
ATTEST:
Monahan, City Clerk
APPROVED AS TO FORM:
John R. St, Itity Attorney
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Sent By
KUNZMAN;
•
July 15, 2004
JetSuite;
Mr. Alan Oswald, Senior Engineer
CITY OF SAN JUAN CAPISTRANO
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Dear Mr. Oswald:
Jul -27-04 8:04AM;
•
The firm of Kunzman Associates is pleased to submit this
provide professional engineering services for a revised traffi
Rancho Viejo Office Park project in the City of San Juan Capi:
proposed to be developed with 34,864 square feet of general
feet of medical and dental offices. This proposal outlines a sc
information provided by you, and our understanding of the rel
traffic impact analysis.
SCOPE OF WORK
The revised traffic impact analysis will consist of preparing
for submission to the reviewing agency. The report will be p
accepted professional transportation engineering standards.
will summarize the revised traffic impact analysis findings, m
data. It will quantify existing traffic conditions, traffic conditioi
and recommend mitigation measures.
Specifically, the revised traffic impact analysis will consist
traffic generation; (2) distributing the project traffic generatil
determining the project's traffic impacts; (4) analyzing
examining internal circulation including emergency vehicle
impacts; and (7) preparing a written report. Mitigation mea
sizing recommendations, intersection controls, and special t
pockets and right turn lanes as might be required by the proji
1111 TOWN & COUNTRY ROAD, SMITE 34 • ORANGE,
TELEPHONE: (714) 973-8383 ■ FACSIMILE: Ot
E-MAIL: MAIL 0 TRAFFIC-ENGINEER.COM 0 WED; WWW.TR
Page 2
proposed agreement to
impact analysis for the
lrano. The project site is
office and 37,232 square
)pe of work based on the
uirements of this revised
objective report suitable
eared in accordance with
he final illustrated report
lodology, and supportive
upon project completion,
(1) determining project
to the street system, (3)
1 access locations; (5)
;cess; (6) mitigating the
res will include roadway
fitments such as left turn
EXHIBIT A
Sent By: KUNZMAN; JetSuite; Jul -27-04 8:04AM; Page 3
The revised traffic impact analysis will include calculation of intersection capacity
utilization (ICU) and intersection delay utilizing the Highway Capacity Manual (HCM)
methodology at up to nine (9) intersections in the project vicir ity during the peak hours
for existing conditions as well as with the proposed project.
I;QPIF,S OF REPORT
Three copies (two bound and one original) of the revised tra is impact analysis will be
submitted.
DRAFT COMMENTS
This proposal does include response to one set of draft co ments, whether the draft
comments are verbal or written, once the report is submitte to the reviewing agency.
Any changes that may be required after responding to the firs set of draft comments will
be charged in addition to the amounts contained in this propo al.
MEETING ATTENDANCE
This proposal includes one general orientation meeting if necessary for report
discussion, and does not include attendance at public eetings. The cost for
attendance at meetings will be charged in accordance with rovisions 2 and 3 of the
Standard Compensation Schedule.
TIME SCHEDt)LE
it is estimated that the revised traffic impact analysis will take approximately 20 working
days to complete from the date of authorization, and date of receipt of data essential for
the study. Additionally, any delays resulting from circumstances beyond our control
such as, but not limited to, illness, equipment malfunction, weather, or employee
departure, shall extend the time schedule.
QUALIFICATIONS
Kunzman Associates is located in the City of Orange and sp cializes in transportation
planning for governmental agencies and the business comm nity. The firm has highly
qualified personnel with experience throughout Southern California at the regional,
local, and individual project level. The experience of the firm's personnel in
transportation planning and traffic operations for new planned communities, as well as
established areas provides the special skills necessary far determining imaginative,
practical, and meaningful solutions to transportation problems. The firm was
established in 1976 by William Kunzman, P.E., and since lhn the firm has completed
over 1,500 transportation studies for over 300 different client
Sent By: KUNZMAN;
•
JetSuite;
Jul -27-04 8:05AM; Page 416
•
William Kunzman will be Kunzman Associates' project manager and assure that
manpower and material resources are allocated to complete the project on time and
within the budget. His work experience includes employmen by the Federal Highway
Administration, the Counties of Los Angeles and Riverside, z nd the City of Irvine His
education includes completing undergraduate studies in en ineering at University of
California at Los Angeles (1967) and graduate studies in ti affic engineering at Yale
University (1968),
Carl Ballard will be the primary person who will prepare the traffic impact analysis.
Since 1982, his work experience includes site access evalua ion, intersection capacity
analysis, traffic forecasting, circulation planning, traffic impact studies, and
transportation demand management plans. His educat n includes completing
undergraduate studies in mathematics at California State UnNarsity, Fullerton (1986).
EXPERIENCE DIRECTLY RELEVANT
Kunzman Associates has extensive experience in working th projects in the City of
San Juan Capistrano, Kunzman Associates personnel have nducted numerous traffic
impact analyses within the study area over the past 25 years.
COMPENSATION
The fee for the work outlined in this proposal shall be based upon personnel charges
plus direct expenses as indicated in the Standard Compensation Schedule, a copy of
which is attached and is incorporated into the Memorandum of Agreement in its entirety.
However, in no case will the total fee for the specified services exceed $5,300 without
prior approval from you or your authorized representative. The fee includes Kunzman
Associates maintaining broad form general liability insurance workman compensation
insurance, and professional liability insurance; however, any insurance required by the
client above that currently maintained by Kunzman Associate shall be a reimbursable
expense in addition to the total fee quoted. The fee does not include attendance or
presentation at a public hearing.
Sent By: KUNZMAN; . JetSuite; Jul -27-04 8:05AM; Page 5/6
This letter can serve as a Memorandum of Agreement and ou authorization to proceed,
Please sign one copy and return it to us for our files. We are ooking forward to serving
you on this project,
Respectfully submitted,
KUNZMAN ASSOCIATES
Q� '0A
Carl Ballard
Senior Associate
#2851a
CONTRACT APPROVAL
Approved by:
Title:
Firm:
Date:
Place of Execution
4
Sent By: KUNZMAN;
L
Jetsuite;
Jul -27-04 6:05AM; Page 6/6
(Effective January, 1999)
Senior Associate $125.00
Associate $100.00
Assistant $ 40.00
Technician $ 40.00
General Provisions gj Agreernent
1 Travel, reproduction, and supply costs are billed at cost.
2 Hourly rates appy to work time sa well as travel time and waving timewhich occur at meetings, public
hearings, depositions, or court testimony.
3. Statements will be submitted monthly for work in progress or upon cc mplation of work. Statements
are payable within 30 days of the statement date. Any invoice unpaid i fter 30 days shat be subled to a
service charge of the ma)dmum interest rate allowed bylaw or two per ant par month, whichever Is leas
4. Client hereby agrees that the balance in a trilling statement is correct and binding unless the client
notifies the consultant in writing within fifteen days of the date of billln and informs consultant of the
alleged Incorrect item.
5. All documents produced as a result of this agreement may be used by the consultantwithout consent
from the client
6. The consultant makes no warranty as to his findings exceptthat the wlrk Is performed using generally
accepted methods.
7. The consultant will format the report according to client instructions at he beginning oftheproject oun
the absence of such the absence of such instructions, In a format chosen by the consultant and
consistent with accepted professional transportation engineering stu let.
a. The consultant will produce an objective, professional report and me not arrive at the findings dedred
by the client
0. The client agrees to limit the consultant's liability to the client because of professional negligent acro,
errors, or omissions by the consultant to the consultant's fee.
10. Any controversy or claim arising out of or relating to this contract, or thi o breach thereof, shall be settled
by arblustion In accordance with the rules of the American Arbitration j Wisoclation. andjudgment upon
the award rendered by the arbitration may be entered in any court he Ang jurisdiction thereof.
11. Where Kunzman initial® arbitration proceedings relating to this conin ict. any resultant fees to process
arbitration, such as fling fees and attorney fees, all shall be borne by he client.
12 If any term, condition, or provision of this Agreement Is declared void unenforceable, or limited in its
application or effect, such event shall not ailed any other provisions hereof and all of the provisions
shall remain fully enforceable.
Kunzman Associates
Message • Page 1 of 1
Maria Guevara
From: Kassidy Hill
Sent: Monday, May 01, 2006 11:24 AM
To: Maria Guevara
Cc: Alan Oswald
Subject: FW: NON -PAY LIST.doc
Maria,
Regarding Kunzman Associates, their project is complete according to Alan (see below)
Thanks!
Kassicly A. Hill
Administrative Assistant
Engineering & Building Department
City of San Juan Capistrano
949.443.6339 phone
949.493.1251 fax
Engineering & Building Department Mission Statement- "To Enhance the Quality of Life and Preserve the City's Heritage
and Charm through Timely Response, Effective Design, Environmental Sensitivity, Quality Construction and Neighborhood
Improvement. "
-----Original Message -----
From: Alan Oswald
Sent: Monday, May 01, 2006 11:11 AM
To: Kassidy Hill
Subject: RE: NON -PAY LIST.doc
Kassidy, this project is complete
Kunzman Associates - Rancho Viejo Office Park Traffic Impact Analysis
OVAX
Department Mission Statement
"To enhance the quality of life and preserve the City's heritage. and
charm through timely response, effective design, environmental
sensitivity, quality construction and neighborhood improvements.'
-----Original Message -----
From: Kassidy Hill
Sent: Monday, May 01, 2006 11:05 AM
To: Ziad Mazboudi; Alan Oswald; Brian Ige; Brian Perry; Irene Marcote; Sam Shoucair; Tony Foster
Subject: NON -PAY LIST.doc
Please see updated list. If you work with the subject company, please contact them to submit docs. /
Thanks,
Kassidy
S�
5/1/2006
0
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493.1171
(949) 493-1053 FAX
www.sanjuancapistrano.org
February 15, 2006
Kunzman Associates
111 Town & Country #34
Orange, CA 92868-4667
MEMBERS OF THE CITY COUNCIL
SAM ALLEVATO
DIANE BATHGATE
WYATT HART
JOE SOTO
DAVID M. SWERDLIN
V r^t
V
V�
RE: Compliance with Insurance Requirements — Rancho Viejo Office Park Traffic
Impact Analysis
The following insurance documents are due to expire:
✓ Workers' Compensation Certificate 2/21/2006
Please submit updated documentation by the above expiration dates to the City of San
Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan
C�[Ristrano, CAA2675 or fax to (949) 493-1053. If you have any questions, please
on act me at ( 9) 443-6309. --
cc:
0 Printed on recycled paper
City Clerk
Kassidy Hill, Administrative Assistant
San Juan Capistrano: Preserving the Past to Enhance the Future
CITY CLERK'S DEPARTMENT - ACTION REMINDER
TO: Lynnette Adolphson, Management Analyst II
FROM: Mitzi Ortiz, Deputy City Clerk
DATE: June 1, 2005
SITUATION:
On October 1, 2004, the City of San Juan Capistrano entered into a Personal Services
Agreement with Kunzman Associates to prepare a Traffic Impact Analysis for the Rancho
Viejo Office Park.
ACTION REQUESTED:
Said Agreement states services shall be completed by June 30, 2005.
Please notify our office if agreement has been completed or will be extended.
ACTION TO BE TAKEN:
a41kv y� ��tcct due . �iXz
DATE W WHEN NEXT ACTICEN (S) LD BE TAKEN:
SIGNATURE OF OFFICIAL TAKING ACTION
DATE SIGNED:
Tickler Date: 06/01/05
Deadline Date: 06/30/05
/l fay.'_% i �/' i
***FOR CITY CLERK'S DEPARTMENT USE ONLY***
cc: Department Head
(600.30/kunzman 2)
COMMERCIAL CERTIFICATE OF INSURANCE Issue Date (MM/DD/YY)
AGENCY JOHN L EKNO
3/29/2005
210 W BIRCH #205
Name BREA CA 92821
This certificate is issued as a matter of information only and confers no
& 714-257-2517
rights upon the certificate holder. This certificate does not amend, extend
Address FAX 714-257-2522
or alter the coverage afforded by the policies shown below.
0595969
97 55 316
COMPANIES PROVIDING COVERAGE:
ST. DIST. AGENT
COMM
COMPANYUEUEA TRUCK INSURANCE EXCHANGE
A
INSURED WILLIAM A KUNZMAN
COMPANY g FARMERS INSURANCE EXCHANGE
LETTER
Name DBA KUNZMAN ASSOCIATES
& 111 TOWN & COUNTRY #34
UEET RNY C MID-CENTURY INSURANCE COMPANY
Address ORANGE, CA 92868-4667
COMPANY D
LETTER
COVERAGES
THIS IS TO CERTIFY THAT THE POLICIES LISTED BELOW HAVE BEEN ISSUED
TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY RtUUIREMEN T, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE 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 (MM/DD/YY)
POLICY EXPIRATION
DATE (MM/DD/YY)
POLICY LIMITS
General Aggregate
$
GENERAL LIABILITY
Commercial General Liability
Products-Comp/Ops
Aggregate
$
-Occurrence Version
Personal &
Advertising Injury
$
Contractual - Incidental Only
Each Occurence
$
oe
Owners &Contractors Prot.
A nre)
(y
$
Medical E pense
((Any one arson)
$
AUTOMOTIVE LIABILITY
Limit
$
All Owned Commercial Autos
gSingle
(PerIlF'er5ol5)
$
Scheduled Autos
Hired Autos
odilX Injury
Per ccident)
$
Non -Owned Autos
Property Damage
$
Garage Liability
Garage Aggregate
$
UMBRELLA LIABILITY
Limit
$
STATUTORY
A
X
WORKERS' COMPENSATION
Each Accident
$ 1,000,000
AND
A2009 - 51 - 90
2/21/2005
2/21/2006
Disease
1,000,000
-each employee
$
EMPLOYERS' LIABILITY
Disease -policy limits
$ 1,000,000
DESCRIPTION OF OPERATIONSNEHICLESIRESTRICTIONS/SPECIAL ITEMS:
CERTIFICATE HOLDER
CANCELLATION
Name ALAN OSWALD OR INS ADMIN
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
& CITY OF SAN JUAN CAPISTRANO
DATE THEREOF THE ISSUING COMPANY WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO
Address 32400 PSEAO ADELANTO
THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO MAIL SUCH NOTICE SHALL
IMPOSE NO OBLIGATI? OR LIABILITYPON THE COMPANY. ITS AGENTS OR
SAN JUAN CAPISTRANO, CA 92675
AREPREORVFARMERS
REPNTATIVE
CERTIFICATE OF
Issue Date 4MM/DD/YY)
AGENCY
JOHN L EKNO
4/01/2004
210 W BIRCH H2O5
Name
BREA CA 92821
This certificate is issued as a matter of information only and confers no
&
714-257-2517
rights upon the certificate holder. This certificate does not amend, extend
Address
FAX 714-257-2522
or alter the coverage afforded by the policies shown below.
97 55 316
COMPANIES PROVIDING COVERAGE:
ST.
DIST. AGENT
COMPANY A TRUCK INSURANCE EXCHANGE
INSURED
WILLIAM A KUNZMAN
COMPANY g FARMERS INSURANCE EXCHANGE
LETTER
Name
DBA KUNZMAN ASSOCIATES
&
111 TOWN & COUNTRY #34
TTEER r C MID-CENTURY INSURANCE COMPANY
Address
ORANGE, CA 92868-4667
COMPANY D
LETTER
COVERAGES
THIS IS TO
CERTIFY THAT THE POLICIES LISTED BELOW HAVE BEEN ISSUED
TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDINI
ANY REQUIREMENT,
TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THI
INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO
ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MA'
HAVE BEEN REDUCED BY PAID CLAIMS.
CO.POLICY
LTR.
TYPE OF INSURANCE
POLICY NUMBER
EFFECTIVE
DATE (MM/DD/YY)
POLICY EXPIRATION
DATE (MWDD/YY)
POLICY LIMITS
General Aggregate
$ 2,000,00
A
GENERAL LIABILITY
Commercial General Liability
Aggregate omp/Ops
$ 1,000,00
X
-Occurrence Version
01488-21-47
12/29/2003
12/29/2004
Personal &
AdvertisingInjury
$ 1,000,00
Contractual - Incidental Only
Each Occurence
$
Fire Damage
(Any one Flre)
$ 100,00
Owners & Contractors Prot.
Medical Expense
(Any one Person)
$ 5,00
Comnd
A
AUTOMOTIVE LIABILITY
S ngle Limit
$ 1,000,00
All Owned Commercial Autos
(Perll� Injury
$
Scheduled Autos
Hired Autos
01488 - 21 - 47
12/29/2003
12/29/2004Baa
rllXccieent)
$
X
Non -Owned Autos
Property Damage
$
Garage Liability
..
Garage Aggregate
$
A
X
UMBRELLA LIABILITY
01485 - 79 - 76
12/29/2003
12/29/2004
Limit
$ 5,000,00
STATUTORY
A
X
WORKERS' COMPENSATION
Each Accident
$ 1,000,00
AND
A2009 - 51 - 90
2/21/2004
2/21/2005
Dise
-each@see
mployee
$ 1,000,00
EMPLOYERS' LIABILITY
Disease -policy limits
$ 1,000,00
DESCRIPTION OF OPERATIONSIVEHICLES/RESTRICTIONS/SPECIAL ITEMS:
CERTIFICATE HOLDER
Name AND ADDITIONAL INSURED
& CITY OF SAN JUAN CAPISTRANO
Address 32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF THE ISSUING COMPANY WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO
THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO MAIL SUCH NOTICE SHALL
IMPOSE NO OBLIGATION OR LIABI OF ANY KIND ON THE COMPANY, ITS AGENTS OR
REPRESENTATI
ORIZED REPRESENTATIVE
COMM IAL CERTIFICATE OF INSURANCE Issue Date (MM/DD/YY)
3ENCY JOHN L EKNO
2/02/2004
210 W BIRCH #205
ame BREA CA 92821
This certificate is issued as a matter of information only and confers no
& 714-257-2517
rights upon the certificate holder. This certificate does not amend, extend
ldress FAX 714-257-2522
or alter the coverage afforded by the policies shown below.
COMPANIES PROVIDING COVERAGE:
97 DIST._ 55 AGENT 316
T.
_-
COMPANY
A TRUCK INSURANCE EXCHANGE
LETTER
ISURED WILLIAM A KUNZMAN
COMPANY B FARMERS INSURANCE EXCHANGE
LETTER
ame DBA KUNZMAN ASSOCIATES
& 111 TOWN & COUNTRY 1134
FETTER"Y C MID-CENTURY INSURANCE COMPANY
ddress ORANGE, CA 92868-4667
COMPANY D
LETTER
OVERAGES
THIS IS TO CERTIFY THAT THE POLICIES 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.
�.
R
TYPE OF INSURANCE
POLICY NUMBER
POLICY EFFECTIVE
DATE (MM/DDNY)
POLICY EXPIRATION
DATE (MM/DDNY)
POLICY LIMITS
General Aggregate
$ 2,000.000
GENERAL LIABILITY
omp/Ops
Argg
Commercial General Liability
egase
$ 1,000,000
X
-Occurrence Version
01488 - 21 - 47
12/29/2003
12/29/2004
Personal&
Advertising Injury
$ 1,000,000
Contractual - Incidental Only
Each Occurence
$
Fire Dama e
(Any one FF�re)
$ 100,000
Owners & Contractors Prot.
Medical Expense
(Any one Person)
$ 5,000
AUTOMOTIVE LIABILITY
omb
Sngelned Limit
$ 1.000,000
All Owned Commercial Autos
Bodil
(Per rsoNllw)
$
Scheduled Autos
01488 - 21 - 47
12/29/2003
12/29/2004
Bodil Injury
Hired Autos
(Per cadent)
$
X
Non -Owned Autos
Property Damage
$
Garage Liability
Garage Aggregate
$
X
UMBRELLA LIABILITY
01485 - 79 - 76
12/29/2003
12/29/2004
Limit
$ 5,000,000
STATUTORY
X
WORKERS' COMPENSATION
Each Accident
$ 1,000,000
AND
A2009-51-90
2/21/2003
2/21/2004
Disease
-each employee
$ 1.000,000
EMPLOYERS' LIABILITY
Disease -policy limits
$ 1,000,000
SCRIPTION OF OPERATIONSNEHICLESIRESTRICTIONS/SPECIAL ITEMS:
ERTIFICATE HOLDER
Name AND ADDITIONAL INSURED
& CITY OF SAN JUAN CAPISTRANO
4ddress 32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF THE ISSUING COMPANY WILL ENDEAVOR TO MAIL 90 DAYS WRITTEN NOTICE TO
THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO MAIL SUCH NOTICE SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE COMPANY, ITS AGENTS OR
S
0
0
POLICY NUMBER: 0148a-21-47 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - DESIGNATED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following: ,
C MMERCIAL GENERAL LIABILITY COVERAGE PART.
SCHEDULE
Name Person or Organization:
CITY OF SAN JUAN CAPISTRANO
ATTN:ALAN OSWALD, SR ENGINEER
(If no 4ntry appears above, information required to complete this endorsement will be shown in the Declara-
tionsLLs applicable to this endorsement.)
WHO tp AN INSURED (Section ti) is amended to include as an insured the person ororganization shown in the
Schede le as an insured but only with respect to liability arising out of your operations or premises owned by
or rented to .you.
CG 2026 11 81
£d wtie1:ot 400Z Z0 'qaA
Copyright, Insurance Services Office, Inc., 1984
OVBL£8SS0e : 'OJ Aij
*0'J'y'"1 : WWA
0
E
Pocky ChtiaSes Endorsement Description
I
I
I
ADD ADDITIONAL INSURED CG20261184 _
CITY OF SAN JUAN CAPISTRANO
ATTENTION: ALAN OSWALD, SENIOR ENGINEER
32400 PASEOADEIAL`ITO
i
SAN JUAN CAPISTRANO, CA 92675
Re
i
ova! If Covered Property is removed to a new location that is described on this Polity Change,
per
It you may extend this imutancc to include that Covered Property at each location during
the r=ovaL Coverage at each location will apply in the proportion that the value at each
location bears to the value of all Covered Property being removed. This permit applies up
to 10 days after the effective date of this Policy Change. after that, this insurance does not
jI apply at the previous location.
f
f
914271 1 ENION
f4in 01-
9d WOOS :01
IM 1n&" Cwkhw ffis", Im" W'6' cokk Inc ndh is Mn
b00Z eo 'qad 0t8L£8SS08 : '0N AdA
k2flltr Pry[ 2 Of 2
: WMH
Jah 13 04 12:00p Fran'-
Crowl Co (818) 5D1-0229 P.1
TE I
-AcoRD CERTIFICATE OF LIABILITY INSURANC111 °A0171'070'
2WIL 01/13/09
'RODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Frank A. Crowl Company, Ina ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
Lic# 05D8258 HOLDER THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
L5260 Ventura Blvd. , #675 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Sherman Oaks CA 91403 INSURERS AFFORDING COVERAGE
Phone:818-783-1533 Fax;FAX-501-0229
u<ucan INSURERA: NATIONAL UNION FIRE INS. CO.
INSURER B:
WILLIAM RUNZMAN DHA: XUNZMAN & INSURER C:
ASSOCIATES
1111 Town & Country Rd, Ste 34 INSURER D:
Orange, CA 92668
I INSURER E'
' 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
PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
MAY
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CUIMS.
p
DDIYY LIMITS
TR TYPE OF MSURANCE
POLICY NUMBER
DATEC MMIDDMy
DATE MM
GENERAL LABILITY
EACH OCCURRENCE s2,000,000
A COMMERCIAL GENERAL LIABILITY
MCPL925-50-22
12/30/03
12/30/04 FIRE DAMAGE(Anyme Ere) f
]L CIAIh15 MADE ❑OCCUR
MED EXP (My one person) f
XX i PROFESSIONAL LIAR
PERSONAL &ADV INJURY f
GENERA -AGGREGATE $2,000,000
-COMPOP AGO f
GENL AGGREGATE LIMIT APPLIES PER
(PRODUCTS
POLICY Ll )ECT PRO- LOC
AUTOMOBILE
LIABILITY
COMBINED SINGLE LIMIT f
(Ea a¢IOeM)
ANY AUTO
ALL OWNED AUTOS
'BODILY INJURY f
person)
SCHEDULED AUTOS
((Per
HIRED AUTOS
(BODILY INJURY S
(Per acritlmp
NON -OWNED AUTOS
PROPERTY DAMAGE $
(Per emdwt)
GARAGE LABILITY
AUTO ONLY. EA ACCIDENT S
OTHERTHAN EA ACC f
ANY AUTO
AUTO ONLY: AGO f
EXCESS LIABILITY
EACH OCCURRENCE f
AGGREGATE _ S
OCCUR El CLAIMS MADE
S
$
DEDUCTIBLE
S
RETENTION E
WORKERS COMPENSATION AND
TORY LIMITS ER
ELEACHACCIDENT S
EMPLOYERS' LABILITY
E.LDISFASE-EAEMPLOYEE S
EL. DISEASE -POLICY LIMIT S
OTHER
�,.-ee....0
ne neeoernuen nrreTl(YLenIFNN:LE3lEYm ILunNS ADDED BY EN°ORSENENT/SPECAL
PRONSIONE
;10,000• DEDUCTIBLE PER CLAIM
ZETRO DATE: 3-1-97
:ERTIFICATE HOLDER N , ADDITIONAL INSURED; INSURER LETTER: _ CANCELLATION
CITYSA3 SHOULD ANY OF THE ABOVE DESCRIBED PWM55 BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WALL ENDEAVOR TO MNL _N _ DAYS WMTEN
CITY OF SAN JUAN CAPISTRANO NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO W SO SHALL
ATTN: ALAN OSWALD,SR. ENGINEER IMPOSE NO OBLIGATION OR LIASIUTY OF MY KIND UPON THE INSURER, ITS AGENTS OR
324 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675 REPRESvAT
.91/23/2004 11:52
POLICY NUMBER
714257252?
01499-21-47
FARMERS PAGE 02
0
L:UMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY_
ADDITIONAL INSURED - DESIGNATED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART.
scHEDULE
Name d Person or oryanlration:
CITY OF SAN JUAN CAPISTRANO
32400 PASEO AAELANTO
SAN JUAN CAPISTRANO CA 92675
(If no entry appears above, information required to complete this endorsement will be shown In the Declara-
tions 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 operations or promises owned by
or rented to you.
CG 20 26 11 65 Copyright, Insurance Services Office, Inc., 1984 0-
32400 PASEO ADEL.ANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 FAX
www. sanjuancapis trano.OF9
October 1, 2004
Kunzman Associates
111 Town & County Road, Suite 34
Orange, CA 92868-4667
Dear Sir or Madam:
i
MEMBERS OF THE CITY COUNCIL
SAM ALLEVATO
DIANE L. BATHGATE
WYATT HART
JOE SOTO
DAVID M. SWERDLIN
Enclosed is an executed, original professional services agreement for preparation fo a
revised traffic impact analysis for the Rancho Viejo Office Park.
We have received documentation confirming current compliance with the terms of
insurance under your agreement with the city. Please keep in mind that should this
documentation lapse, all work under this agreement must stop and all payments will be
withheld until we receive proper evidence of insurance.
You may proceed with work under this agreement in coordination with the Project
Manager, Lynnette Adolphson, Management Analyst II (949) 443-6324.
Me onah n, CMC
Ci Clerk
cc: Lynnette Adolphson, Management Analyst II
Finance
�� San Juan Capistrano: Preserving the Past to Enhance the Future