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01-1204_KFM ENGINEERING_Personal Services Agreement0 a PERSONAL SERVICES AGREEMENT THIS GREEMENT is made and entered into 2004, by and between the City of (hereinafter referred to as the "City") and (hereinafter referred to as "Consultant"). RECITALS: this �t_day of San Juan Capistrano KFM Engineering WHEREAS, City desires to retain the services of Consultant regarding the City's proposal to provide Engineering/Building Plan Check, Engineering, and Architectural Services; 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. Scope 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 by all parties. This Agreement shall be for a three-year (3 -year) period of time with two one- year extensions. Agreement extensions shall be based on staff review of Consultant performance. The Agreement shall terminate December 31, 2007. 1 Section 3. Compensation. 3.1 Consultant contract billings may be submitted on the consultant's forms and, at a minimum, should contain the following: Title or project(s) Purchase order number Total approved purchase order amount Amount paid to date Amount requested Amount remaining on purchase order Breakdown of amounts by project type or account number Total cost to City for Consultant's fees shall not exceed $50,000 per project proposal for each annual period. The amount stipulated above is not a guarantee by the City to Consultant that said amount will be received by Consultant. Rather, it represents the maximum authorization permitted without further Council approval. Consultant may not, dependent upon availability of projects, receive any work. The City shall issue purchase orders equal to the anticipated Consultant fees on a project basis, which shall constitute Consultant's authorization to proceed. Consultant fees will be billed based on the hourly rate schedule in Exhibit B, up to the stipulated amount agreed to either as stipulated by the plan check fee schedule in Exhibit A or as agreed to in writing. 3.2 Method of Payment. Consultant shall submit monthly invoices, clearly indicating the monthly period for which the billing is made. These invoices should be submitted to: City of San Juan Capistrano, Attention: Engineering Department (City Project Manager) 32400 Paseo Adelanto, San Juan Capistrano, CA 92675. 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. 2 0 0 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 5. 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 work will 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. 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, including the location of all utilities, 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. 3 0 0 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 ;his 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 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 agrees to protect, defend and hold harmless City, its elected and appointed officials and employees from any and all claims, liabilities, expenses or damages of any nature, including attorneys' fees, for injury or death of any person or damage to property or interference with use of property and for errors and omissions committed by Consultant arising out of or in connection with the work, operation or activities of Consultant, its agents, employees and subcontractors in carrying out its obligations under this Agreement. 4 0 0 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. 14.2 Cpmprehensive 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. G 0 0 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 using ISO form CG 20 10 11 85 (in no event with an edition date later than 1990) to the City's General Counsel 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). Prior to beginning any work under this Agreement, Consultant shall submit an insurance certificate to the City's General Counsel 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. 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. 11 0 0 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 Engineering and Building To Consultant: KFM Engineering 26632 Town Center Drive, Suite 240 Foothill Ranch, CA 92610 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. Section 18. Dispute Resolution. 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. 0 0 IN WITNESS WHEREOF, the parties hereto have executed this Agreement. ATTEST: ar ret R. Monahan, City Clerk APPROVED AS TO FORM: John R.haw, City Attorney CITY OF SAN JUAN CAPISTRANO Uy 'rr CONSULTANT By: �Z.ck iC �urvr pr•S��e�+ EXHIBIT A 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053(FAX) www.sanjuancapistrano.org 0 l�� II�11�1 tsunulR 1961 1776 REQUEST FOR PROPOSAL for Professional Consulting Services to MEMBERS OF THE CITY COUNCIL DUNE L. BATHGATE JOHN S. GELFF JOHN GREINER WATT HART DAVID M. SWERDUN CITY MANAGER GEORGE SCARBOROUGH PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING, GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES GENERAL INFORMATION It is the intent of the City of San Juan Capistrano, Department of Engineering & Building, to establish a team of consultants to facilitate both building and engineering plan check, engineering and architectural services. The services are generally described herein and are intended to supplement staffs efforts where specific expertise is required or time constraints necessitate consultant assistance. From the proposals, a team of consultants will be selected who best represent expertise across the various specialty areas. The team will become part of a four-year program in which the work load will be spread among the team members. Work will be parceled out on an as -needed basis, and no specific guarantee can be given as to the annual fees for consultant usage. The consultant team will only be modified in the event consultants are dropped from the list due to corporate changes or it is deemed by the City that additional consultants are warranted. INVITATION TO RESPOND The City of San Juan Capistrano is soliciting proposals for professional consulting services. In general, the tasks identified above and delineated herein are to be performed with minimum direction and assistance from the City. Inquiries concerning the RFP should be directed to William M. Huber, Engineering & Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675; (949) 443-6336. DRUG USE s San Juan Capistrano: Preserving the Past to Enhance the Future 0 Request for Proposal Page 2 SUBMISSION OF PROPOSAL Proposals may by submitted by mail or hand delivered. Proposals should be delivered to: William M. Huber, Engineering & Buildino Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 no later than 5:OO p.m., September 21, 2001. Proposals will not be accepted after this time. FORM OF PROPOSAL Consultant proposals shall contain the following: 1. Statement of qualifications clearly indicating the services in which the firm is interested; 2. Statementidiscussion of services provided, including anticipated turnaround times and ability of firm to handle requests on an as -needed basis; 3. Resumes of key personnel for various service areas; 4. Consultant fee schedules, including hourly rates and proposed flat fees; 5. Completed consultant self rating form included with this request for proposal. EVALUATION OF PROPOSALS The City of San Juan Capistrano is interested in selecting consultants who have the experience and expertise to render plan checking, engineering and architectural services in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist primarily of four parts: 1. Consultants' experience 2. Consultants' expertise 3. Consultants' ability to handle volume and meet time frames 4. Consultants' costs Request for Proposal Page 3 It is important to the City that you identify the persons you will assign to various functions, at which office they are assigned and whether they are full-time employees of your firm. You should also address any conflict of interest that may exist and comment on solutions. The City of San Juan Capistrano reserves the right to reject any and all proposals. Nonacceptance of any proposal will not imply criticism , `the proposal orthat any proposed service was deficient. Ail participating candidates will be notified of the decision reached. CONSULTANT'S RESPONSIBILITY The Consultant shall perform the tasks as set forth herein: A. Building Services Review construction documents in accordance with the following uniform model codes as amended by City ordinance: a. Uniform Building Code -1998 California Building Code b. Uniform Plumbing Code - 1998 California Plumbing Code c. Uniform Mechanical Code - 1998 California Mechanical Code d. National Electrical Code - 1996 Edition e. California Code of Regulations - Title 24 2. Provide a comprehensive plan review as directed or provide only specified plan review elements as follows: a. Structural review and analysis of design and calculations b. Inspection services c. Other building services as may be defined 3. Provide geotechnical review and consultation regarding soil problems, features or events. B. Engineering/Architectural Services Review construction documents and subdivision maps in conformance with the following standards: a. City of San Juan Capistrano Municipal Code b. City of San Juan Capistrano and County of Orange applicable design standards c. Highway Design Manual standards d. San Diego Regional Water Quality Control Permit • Request for Proposal Page 4 2. Provide comprehensive plan review or design services as directed for the following elements: a. Geotechnical review/design b. Street improvements c. Storm drain/hydrology reports/design d. Traffic/striping improvements e. Traffic studies f. Sewer improvements g. Landscaping improvements h. Subdivision map checking i. Structures (i.e., bridges) j. Inspection services k. Pavement analysis I. Architectural design m. Drafting n. Water quality design and review C. Document Transmittal Pick up and resubmit plans to the City via the Building & Safety Division or Engineering Division counter. D. Performance Reauirements 1. Plan Check Services Render and remit a typed plan check correction/clarification list (two copies) to the Engineering & Building Department within 10 working days from notification by the City. 2. Engineering/Architectural Services Complete services in a thorough and efficient manner, on time and within the approved fee schedule. 0 9 Request for Proposal Page 5 E. Fee Schedules 1. Engineering_ Fees a. Plan Check Engineering fees will be determined for plan check services based on the attached fee schedule. The consultant shall bill on an hourly basis, not to exceed 75% of the total fee, and fees may be negotiated lower if, in the determination of the City, a lower fee is warranted. b. Design/Architectural Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. 2. Building Fees a. Plan Check Total plan check at 80% of base plan check fee paid by applicant not including any surcharges (base plan check fee). Base plan check fee will be 65% of building permit fee, not including surcharges. Structural plan check is not to exceed 60% of base plan check fee, not including any surcharges. b. Other Services Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. F. Maintenance of Records The consultant will maintain all books, documents, papers, employee time sheets, accounting records/ledgers 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 years from the date of final payment for inspection by the City. The consultant shall furnish copies, if requested. 0 0 Request for Proposal Page 6 CITY'S RESPONSIBILITY The City shall perform the tasks as set forth herein: A. Establishment of Valuation (Plan Check Services Only) Assign a valuation to the proposed work in accordance with the appropriate Engineering or Building Division standards. The City shall collect all fees from the applicant in connection with the services. B. Proiect submittals City will supply all necessary documentation/specifications, reports, studies, calculations, etc., to Consultant as is readily available at the City. C. Coordination City will serve as project coordinator. On plan checking, the City will be responsible for notifying the applicant when plans with corrections are available to pick up. The City will route plans (preliminary/revised) to and from the Consultant. SELECTION PROCESS The Selection Committee, comprised of the Engineering & Building Director, Development Services Manager and two Senior Engineers, will review the proposals submitted. Candidates will be selected based on the proposals submitted, including qualifications of staff, proposed fee schedules and ability to handle work load in a timely manner. Very truly yours, William M. Huber Engineering and Building Director WMH:jt Attachments 1. Engineering Fees 2. Consultant Self -Rating Form 3. Sample of Personal Services Agreement CONSULTANT SELF -RATING FORM Consultants are asked to rate their expertise in the various fields listed below. The information will be used by Staff in selecting consultants on specific types of work. Consultants may rate themselves high on more than one category, but should not rate the same in more than three categories. Building plan check and Engineering plan check are considered separate services and should be rated independent of one another. On a scale of 1 to 10, rate yourself with "I " being your strop -Pst area of expertise and "l 0" being a competent area of expertise. "N" or no rating will indicate no interest or company expertise in that field. BUILDING SERVICES ENGINEERING SERVICES Geotechnical Review Geotechnical Design, Review & Analysis Electrical Review and Analysis Street Improvements Mechanical Review and Analysis Storm Drain Improvements & Hydrology Studies Plumbing Review and Analysis Traffic Circulation Studies Energy Calculations Traffic/Striping Improvements Handicapped Provisions Sewer Facilities Improvements Inspection Services Landscaping Improvements Grading Plans Subdivision Map Checking Structures Inspection Services Pavement Analysis Survey Drafting Services Water Quality Design and Review FIRM NAME: RATER: DATE: 2001` • ENGINEERING FEES • Enuineerino Documents and Records - Microfilm/Digital Storage` ..................................... $1.00 per sheet - Document and Record Retrieval/Research/Review ................. $40.00 per hour (Minimum Charge - One Hour) - Digital Ortho Photo Imaging ................................... $500 per foot tile (Includes $400 per foot tile + 2 hour mim staff time @ $50 per hour) - GIS Information Requests ..................................... As determined by City Engineer 'Each person, firm or corporation shall pay a microfiche or digital' storage fee for permit applications, plans, specifications, calculations, soils reports, and all pertinent data required to be maintained by,state regulations, per sheet. Lot Line Adjustment - Submittal and Processing ................................ $1,750 Map Processing (Due with Map Submittal) - Tract maps' ........................................... $1,000, plus $1oo per lot _ or unit up to 25, plus $50 per lot or - Submittal $1,000 unit over 25 - Parcel maps ........................................... $1,000, plus $100 per lotlunit - Records of survey ...................................... $500, plus $50 per lot - CC&R's............................................ $500 'Duplicate Mylar Deposit ....................... _ . _ ................. $20 per sheet Improvement Plan Processing Public improvement plans (Due with Plan Submittal) - Submittal $1,000 - Checking 3% of construction costs - Hydrology/Hydraulic Studies (0-20 Acres) ................... $4.50 per 0.1 acre ($450 min) - Hydrology/Hydraulic Studies (Over 20 Acres) ................ $1,200, plus $1 per 0.1 acre over 20 acres ($4,000 max) - Sewer Studies (0-20 Acres) ............................... $4.50 per 0.1 acre ($450 min) - Sewer Studies (Over 20 Acres) ............................ $1,200, plus $1 per 0.1 acre over 20 acres ($4,000 max) Private Improvement Plan Processing (Due w/Plan Submittal) - Submittal $500 - Checking 3% of construction costs Map/Plan Processing Administration Includes the preparation and processing of agreements, ......... 3 %% of improvement costs resolutions, City Council and Commission agenda reports, ($500 min). Payable prior to presentation to commissions/boards, field investigation improvement plan approval) (Does not include advertising & recording fees) Easements (Modification/Processing) ........................ As determined by City Engineer (Does not include advertising & recording fees) ($500 min) Street cut deposit for less than 500 square feet" ............... $500 to $1,000 Street cut deposit - over 500 square feet" .................... As determined by City Engineer "Refundable Deposit (upon completion of work) Permit Issuance Fee.....................................$40 Engineering Inspection Fee $50 per hour Elevation Certificates (FEMA) .............................. $40 Miscellaneous Fees ......... ...... ............ As determined by City Engineer Development Inspections (Due Prior to Plan Approval) Improvement costs up to $100,000 .......................... 3 112% of improvement costs, with a minimum of $100 Improvement costs $100,000 and over ....................... $3,500, plus 3% of improve- ment costs over $100,000 1 of 2 • • Sureties and Deposits (Due prior to app,oval of Improvement per acre Agreement or Encroachment Permit Issuance, whichever is applicable) ......$860 per acre Faithful performance surety ................ $320 per acre (released one year after the notice of completion) ............. 100% of construction costs Labor and material surety per acre (released upon the completion of the project) ................ t00% of construction costs Monumentation surety (released upon the Engineer's certification of work) ............ 1o0% of monumentation costs Water surety ............................................ As required by Capistrano — Valley Water District Parks & Recreation Fee (`see below) Fee for 49 units or less - Single family detached dwelling units ............................. $4,840 per unit - Attached Units, including duplex, townhomes & apartments........... $4,390 per unit - Mobile Homes $2,877 per unit Fee for 50 units or more (Land dedication may be .................... a units x occupancy factor* substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr 'Occupancy Factor - Single Family ............................................ 3.2 ocrJunit - Attached units, including duplex, townhouse & apartments ........... 2.9 occiunit - Mobile Homes ............................. I ............ I . 1.8 occ/unit Sewer Capacity Fee (Due Prior to Building Permit) - Residential . ........................................... $3,165 per unit - Commercial, Industrial, Non -Residential ("see below) .............. $3,165 per 1500 SF of floor .................................................. area orfractJon thereof Agricultural Preservation (Due Prior to Building Permit) - Residential ......................... I .................. $500 per unit - Commercial/Non-Residential................................... $1000 per acre Drainage Area Fees ("see below) -L01 ............................................$1170 per acre -L02 .... ..................... ......$860 per acre - L03 ................ $320 per acre -L05 ............................................$170 per acre - M01 ............................................$780 per acre -L01S02 .......... I ..........................'......1$1470 per acre Advanced Energy Fee (Street Lights) (Due Pnorto Plan Approval) Lamp Size Sin le Double 7,000 Lumens $90 per light $126.60 per light 20,000 Lumens $126.20 per light $187.50 per light 'Parks & Recreation and Drainage Fees are due prior to Subdivision Map Approval. For properties not requiring maps, these fees are due prior to Building Permit Issuance. "Sewer capacity fees are due prior to Building Permit Issuance for any increase in building size. NOTE: Additional fees may be required by the Building & Safety Division, the Department of Planning Services & the Capistrano Valley Water District. Parks & Recreation, Sewer and Agricultural preservation Fees are due prior to Building Permit Issuance for all secondary Dwelling Units Revised 6/01: c \wpwin\wpdocslotherlfees 2 oft I I SCHEDULE OF HOURLY RATE KFM ENGINEERING, INC. SCHEDULE OF HOURLY BILLING RATES Rates Effective through December 31, 2002 OFFICE PERSONNEL: Typists, Word Processors ............................................... $ 30.00/Hr. Technician...................................................................... $ 40.00/Hr. CAD Operator................................................................. $ 75.00/Hr. Design Engineers........................................................... $ 75.00/Hr. Project Engineers........................................................... $ 85.00/Hr. Project-Managers........................................................... $115.00/Hr. FIELD PERSONNEL: Two -Man Survey Party, including Truck and Equipment ...................................... $135.00/Hr. Three -Man Survey Party, including Truck and Equipment......................................$170.00/Hr. SUPPORT & MISCELLANEOUS COSTS: C.A.D.D. Work Station/Plotter........................................ $ 25.00/Hr. Computer time................................................................ $ 16.00/Hr. Telefax............................................................................ $ 2.00/Pg. Electronic Distance Measuring Equipment (E.D.M.)....... $55.00/Day SurveyTrucks................................................................ $ 0.50/Mile Other Vehicles................................................................ $0.325/Mile EXHIBIT B I Outside services and consultants are billed at direct costs plus 15%. Blueprints, reproduction, messenger service, subsistence, travel and other expenses are billed at direct cost plus 10%. Terms are net 30 days with 11/2% per month interest charges. The above schedule is for straight time hours. Ah Ah ACOERQ CERTIFICATE OF LIABILITY INSURANCE o3/oz/z os PRODUCER (714)731-7700 FAX (714)731-7750 Cornerstone Spec i a I ty Insurance Services, Inc. 14252 Culver Drive, A299 Irvine, CA 92604 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE NAIC # INSURED KFM ENG I NEER I NG, I NC. 1360 Valley Vista Drive Diamond Bar, CA 91765 INSURER A- F i de I i ty__& Guaranty Insurance INSURERS: St. Paul Fire & Marine INSURERc Everest National Insurance Co INSURER D. INSURER E r.nVPRA[:CS 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR WWI. TYPE OF INSURANCE POLICY NUMBER POLJCY EFFECTIVE POLICY EXPIRATION LIMITS GENERAL LIABILITY BKO1785254 03/18/2005 03/18/2006 EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED $ 300,00PREMISES CLAIMS MADE OCCUR Fa �tnsncs)_ MED EXP (Any we person) $ 10,00 A PERSONAL S ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER. PRODUCTS-COMP/OPAGG $ 2,000,000 POLICY JECPROT LOC AUTOMOBILE LIABILITY BKO1785254 03/18/2005 03/18/2006 COMBINED SINGLE LIMIT ANY AUTO (Ea awieent) $ 1,000,00 ALL OWNED AUTOS BODILY INJURY $ SCHEDULED AUTOS (Per person) A BODILY INJURY $ X HIRED AUTOS X NON-OWNEDAUTOS (Per accident) PROPERTY DAMAGE $ (Per amdent) GARAGE LIAMUTY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO AUTO ONLY'. AGG $ EXCBSSIUMBRELIA LIABILITY BKO1785254 03/18/2005 03/18/2006 EACH OCCURRENCE $ 1,000,000 OCCUR CI -AIMS MADE AGGREGATE_ E A $ 1,000,000 $ DEDUCTIBLE $ RETENTION $ WORKERS COMPENSATION AND BW02028196 03/18/2005 03/18/2006 4'.0 STATU- OTH- EMPLOYERS' LIABILITY El EACH ACCIDENT $ 1,000,000 B ANY PROPRIETOR/PARTNER/EXECUTIVE EL DISEASE - EA EMPLOYEE $ 1,000,000 OFFICERIMEMBER EXCLUDED? If yes, essmies under SPECIAL PROVISIONS below E L DISEASE - POLICY LIMIT $ 1,000,000 Professional 48AE002648051 03/22/2005 03/22/2006 $1,000,000 Each Claim Liability C $2,000,000 Annual Aggregate $15,000 Deductible per Claim DESCRIPTION OF OPERATIONS/LOCATION/ VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS HE CERTIFICATE HOLDER It NAMED AS ADDITIONAL INSURED. *EXCEPT 10 DAYS NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM. OR PROFESSIONAL LIABILITY COVERAGE, THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR ALL COVERED CLAIMS REPORTED WITHIN THE POLICY PERIOD. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL CITY OF SAN JUAN CAPISTRANO *30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT CITY CLERK'S OFFICE BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBUGATION OR LIABILITY 32400 PASEO ADELANTO OF ANY KIND UPON THE INSURER WSAGENTS OR EPE NTATWES. SAN JUAN CAPISTRANO, CA 92675 AUTHORIZED REPRESENTATIVE Lisa S. Greenberg i ACORD 25 (2001108) ©ACORO CORPORAT)" 1988 0 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 FAX www.sanjuancapistrano.org March 4, 2005 �Malri � ESTABLISHED 1961 1776 KFM Engineering, Inc. 26632 Towne Centre Drive, Suite 240 Foothill Ranch, California 92610 MEMBERS OF THE CITY COUNCIL RE: Compliance with Insurance Requirements — Plan Check Services The following insurance documents are due to expire: ✓ General Liability Certificate 03/18/2005 ✓ General Liability Endorsement Form naming the City of San Juan Capistrano as additional insured. ✓ Automobile Liability Certificate 03/18/2005 ✓ Professional Liability Certificate 03/18/2005 SAM ALLEVATO DIANE RATHGATE WYATT HART JOE SOTO DAVID M. SWEROUN Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 3240Q Paseo Adelanto, San Juan Capistrano, CA 92675 by the above expiration dates. If Wu have any questions, please contact me at (949) 443-6309. Secretary cc: Dawn Schanderl, Administrative Assistant San Juan Capistrano: Preserving the Past to Enhance the Future el Panted on recycled paper ACORQe CERTIFICA OF LIABILITY INSU CE DATE 0 ' PRODUCER (714)731-7700 FAX Cornerstone Specialty Insurance 14252 Culver Drive, A299 Irvine, CA 92604 (714)731-7750 Services TYPE OF INSURANCE THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE NAIC # INSURED KFM ENG I NEER I NG, I NC . 1360 Valley Vista Drive Diamond Bar, CA 91765 INSURER n: Everest BKO1795254 INSURER B: St, Paul 03/18/2005 INSURER S 1,000,000 INSURER D: INSURER E: rnVFRArFS THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDIN( 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSRDD' TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DAM fasisinnrYVI POLICY EXPIRATION DAM (sial LIMITS GENERAL LIABILITY BKO1795254 03/18/2004 03/18/2005 EACH OCCURRENCE S 1,000,000 X COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED $ 300,000 CLAIMS MADE FRI OCCUR MED EXP (Any one Person) $ 10, 000 PERSONAL 8 ADV INJURY B $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GENT AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMPIOP AGO $ 2,000,000 POLICY PRO LOC JEGT AUTOMOBILE LIABILITY ANY AUTO 13KO1785254 03/18/2004 03/18/2005 COMBINED SINGLE LIMIT (Ea accident) $ 1,000,00 B ALL OWNED AUTOS SCHEDULED AUTOS HIREDAUTOS NON -OWNED AUTOS BODILY INJURY (Per Person) $ X BODILY INJURY (Per accident) $ X PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO $ AUTO ONLY: AGO EXCESSMMBRELLA LIABILITY EACH OCCURRENCE $ 1 , 000, 000 X OCCUR 0 CLAIMS MADE BKO1785254 03/18/2004 03/18/2005 AGGREGATE $ B $ $ DEDUCTIBLE $ RETENTION $ B WORKERS COMPENSATION AND EMP LOYERANY IETOPJILITY OFFICER/MEM ER EXCLUDED? ECUTIVE WVAB007913 03/18/2004 03/18/2005 �( WC STATU- OTH- 7913YJ M ER E.L. EACH ACCIDENT $ 1,000,000 E. L. DISEASE - FA EMPLOYEE $ 1,000,00 U yes,describe under SPECIAL PROVISIONS below E.L. DISEASE -POLICY LIMIT $ 1,000,000 A PWIRSSIONAL LIADILITY 48AE002648041 03/22/2004 03/22/2005 $1,000,000 EACH CLAIM $2,000,000 AGGREGATE $15,000 DEDUCTIBLE DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS HE CERTIFICATE HOLDER IS NAMED AS ADDITIONAL INSURED. `EXCEPT 10 DAYS NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM CITY OF SAN JUAN CAPISTRANO CITY CLERK'S OFFICE 32400 PASEO ADELANTO SAN JUAN CAPI5TRANO, CA 92675 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL { 30_ DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT. BUT FAILURE TO MAIII,"H NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY AUTHORIZED ACORD 25 (2001108) 1 ©ACORD 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) tvtvm.sanjuancapistrano. org February 4, 2004 Joao °0 uloueum • tcl„uuR � 1961 1776 KFM Engineering, Inc. 26632 Towne Centre Drive, Suite 240 Foothill Ranch, California 92610 MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE JOHN S GELFF WYATTHART JOESOTO DAVID M. SWERDLIN INTERIM CIN MANAGER PAMELAGIBSON l 4,LA k t, J, ` RE: Compliance with Insurance Requirements — Plan Check Services The following insurance documents are due to expire: ✓ General Liability Certificate 03/18/2004 ✓ General Liability Endorsement Form naming the City of San Juan Capistrano as additional insured. ✓ Automobile Liability Certificate 03/18/2004 ✓ Professional Liability Certificate 03/18/2004 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above ex^ation dates.Af you have any questions, please contact me at (949) 443-6309. cc: Dawn Schanderl, Administrative Assistant San Juan Capistrano: Preserving the Past to Enhance the Future 0 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) iviviv. sanj uancapisirano. org August 26, 2002 • DumfeB � 196) 1776 KFM Engineering, Inc. 26632 Towne Centre Drive, Suite 240 Foothill Ranch, California 92610 MEMBERS OF THE CIV COUNCIL DIANE L. SATHGATE COL ENE CAMPBELL JOHN S. GEFF MAU H DAND M. SWERMN CITY MANAGER GEORGESCARBOROUGH RE: Compliance with Insurance Requirements - Plan Check Services The following insurance document is due to expire: I Workers Compensation Certificate 9/1/2002 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above expiration date. If you have any questions, please contact me at (949) 443-6310. Sincerely, �`�, Dawn M. Schanderl Deputy City Clerk cc: William Huber, Director of Engineering & Building Michelle Noreillie, Administrative Assistant onuo use u San Juan Capistrano: Preserving the Past to Enhance the Future • KFM • ENG IN EER ING, INC. Dear Ms. Schanderl: With regards to your letter of August 26, 2002, KFM Engineering's Plan Check Services contract with the City of San Juan Capistrano is currently inactive. Should the project be reactivated, KFM will provide the City with current insurance requirements. Please note our new address for your files: KFM Engineering, Inc. 26672 Towne Centre Drive, Suite 300 Foothill Ranch, CA 92610 We trust this information meets your needs. Sincerely, KF Engineering, Inc. Edward Miller, Jr. P.E., T.E. Vice President Cc: Mr, William Huber, City of San Juan Capistrano 26672 Towne Centre Drive • Suite 300 • Foothill Ranch • California • 92610 Ph: 949.580.3838 Fax: 949.580.3837 N D ^' August 30, 2002 Z Cr rn M City of San Juan Capistrano a._, 32400 Paseo Adelanto w m San Juan Capistrano, CA 92675 _ D C m Attn: Ms. Dawn M. Schanderl n W t7 Deputy City Clerk o Re: Compliance with Insurance Requirements — Plan Check Services Dear Ms. Schanderl: With regards to your letter of August 26, 2002, KFM Engineering's Plan Check Services contract with the City of San Juan Capistrano is currently inactive. Should the project be reactivated, KFM will provide the City with current insurance requirements. Please note our new address for your files: KFM Engineering, Inc. 26672 Towne Centre Drive, Suite 300 Foothill Ranch, CA 92610 We trust this information meets your needs. Sincerely, KF Engineering, Inc. Edward Miller, Jr. P.E., T.E. Vice President Cc: Mr, William Huber, City of San Juan Capistrano 26672 Towne Centre Drive • Suite 300 • Foothill Ranch • California • 92610 Ph: 949.580.3838 Fax: 949.580.3837 DATE(MWDD/YYYY) ORD CERTIFICATODF LIABILITY INSURANIF OP ID A _A KFMzx-1 09/23/03 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION LTR ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE JGF/Davey & Larson/Swank Ins. HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 18551 Von Korman Ave #120 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. LIMITS Irvine CA 92612-1553 Phone:949-862-4900 Fax:949-261-0535 INSURERS AFFORDING COVERAGE NAICA INSURED INSURER A Kemper Insurance INSURER B: Everest National/INSIGHT INSURER C: St. Paul Insurance K F N ENGINEERING, INs. 26672 Towne Centre Drive #300 Foothill Ranch CA 92610 NSURER D: IN PER E: 03/18/03 COVERAGES 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR NSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE MM/DD/YY POLICY EXPIRATION DATE MM/DD/YY LIMITS GENERAL LIABILITY EACH OCCURRENCE $1,000,000 A X COMMERCIAL GENERAL LIABILITY 7RS791344-03 03/18/03 03/16/Q4 PREMISES(Eaoccumnce) Is300,000 CLAIMS MADE x❑ OCCUR MED EXP (Any one person) $10,000 PERSONAL S ADV INJURY $1,000,000 X OWNERS & CONTRA GENERAL AGGREGATE s2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $2,000,000 POLICY 7 JEPROCT LOC AUTOMOBILE LIABILITY CAamicenSMIGLELIMIT $1,000,000 A ANY AUTO 7RS791344-03 03/18/03 03/18/04 BODILY INJURY $ ALL OWNED AUTOS SCHEDULED AUTOS (Per person) BODILY INJURY X HIRED AUTOS X NON -OWNED AUTOS (Peramicwt) S PROPERTY DAMAGE $ (Per acciEem) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO AUTO ONLY: AGO $ EXCESS/UMBRELLA LIABILITY EACH OCCURRENCE $1,000,000 A X OCCUR DCLAIMSMADE 7RS791344-03 04/01/03 03/18/04 AGGREGATE $1,000,000 $ DEDUCTIBLE $ RETENTION $ WORKERS COMPENSATION AND X I TORVLIMITS ER EMP 'LIABILITY WVAB007148 09/01/03 09/01/04 EL HACCIfJ T $1,000,000 PROPMETOR/PARTNER/EXECUTIVE ANY PROPRI OFFICER/MEMBER EXCLUDED? E.L. JOEASE-EN&PLOV 1,000,000 If yes, tlescnbe under E.L. ISEASE - P Y LIMIrj 1, 000, 000 SPECIAL PROVISIONS below OTHER T B PROFESSIONAL LIAR 48AE000901031 03/18/03 03/18/04 _ZMAIW_&GG rn$1NIL/2NIL RETRO: 3/11/98 QC118DUCT •$5,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/ SPECIAL PROVISIONS —�.- -rt RE HISTORIC VIEW CORRIDOR �,�:- V m *EXCEPT FOR 10 DAYS NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM. zJ- TJ Q '} W LD J CERTIFICATE HOLDER .S•ANJDAN I SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATIOI DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL CITY OF SAN JUAN CAPISTRANO IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR 32400 PASEO ADELANTO I REPRESENT/FTIVES. A SAN JUAN CAPISTRANO CA 92675 AUTH Pqj *� �ATIVE A t II7" =j'75;771 7j -- 171177777717-7-7 715771 1 71171p, 111RN 11; 11111111711 0�111�!77, im I! RETROACTIVE DATE ON PROFESSIONAL LIAR IS 3/11/1998 DEDUCTIBLE $5,000 FOR PROFESSIONAL LIABILITY COVERAGE, THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR ALL COVERED CLAIMS REPORTED WITHIN THE POLICY PERIOD. CERTIFICATEF LIABILITY INSURANCV Y��IDI DAT^(o'AQ AQO YYY') ✓avey & Larson/Swank Ins. ,51 Von Kerman Ave #120 ravine CA 92612 Phone: 949-862-4 ax:949-261-0535 Drive #300 2610 COVERAGES ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE INSURER A, Kemper InsuranC INSURER B: Everest Nation INSURER C: St. Paul InsurB INSURER D: INSURER E: NAIC # It I THE POLICIES OF INSURANCE LISTED BELCEWBEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION 611111W CONTRACT OR 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS, LTR NSR TYPE OF INSURANCE POLICY NUMBER PoEfUYSFFECTIW DATE MMIDO/YY POLICY EXPIRATION DATE MM/DD/YY LIMITS GENERAL LIABILITY EACH OCCURRENCE $1,000,000 A XCOMMERCIAL GENERAL LIABILITY 7R 1344-03 03/18/03 03/18/04 PREMISES (Ea occurence) $300,000 CLAIMS MADE � OCCUR MED EXP (My one Person) $10,0w) PERSONAL &ADV INJURY $1,000,000 X OWNERS & CONTRA GENERAL AGGREGATE $2,000,000 BEVL AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $2,000,000 POLICY PRO- JECT LOC AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $1,000,000 A ANY AUTO 7RS791344- 03/18/03 03/18/04 (Ea accident) ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS (Per person) $ X HIRED AUTOS BODILY INJURY X NON -OWNED AUTOS , (Per accident) $ PROPERTY DAMAGE $ (Per accident) GAR AGE LIABILITY AUTO ONLY - EA ACCIDENT Is OTHER THAN EA ACCS ANY AUTO AUTO ONLY: AGG S - EXCESS/UMBRELLA LIABILITY EACH OCCURRENCE $1,000,000 A X OCCUR ❑CLAIMSMADE 7RS791344-03 /03 03/18/04 AGGREGATE $1,000,000 $ DEDUCTIBLE $ RETENTION E S ON AND X TORY LIMITS ER MPLOY EMPLOYERS'LIABILITY EMPLOYERIETORILITY WVA044357 09/01 9/01/04 E.L EACH ACCIDENT $1,000,000 - ANY PROPRIETOR/PARTNER/E%ECUTIVE E.L. DISEASE - EA EMPLOYE E1�_OD.0,000 OFFICER/MEMBER EXCLUDED? H yBs, descnbe under E.L DISEASE -POLICY LIMIT $1,000,000 SPECIAL PROVISIONS below OTHER 3 PROFESSIONAL LIAR 48AE000901031 03/18/038 04 CLAIM/AGG $1MIL/2MIL RETRO: 3/11/98 DEDUCT $5,000 ESCRIPTION OF OPERATIONS/ LOCATIONS/ VEHICLES/ EXCLUSIONS ADDED BY ENDORSEMENT/ SPECIAL PROVISIO IE HISTORIC VIEW CORRIDOR rEXCEPT FOR 10 DAYS NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM. ERTIFICATE HOLDER CANCELLATION SANJUAN SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO 00 SO SHALL CITY OF SAN JUAN CAPISTRANO IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR 32400 PASEO ADELANTO REPRESENTAJNES. SAN JUAN CAPISTRANO CA 92675 AUTHOR! PRESRNTATIVE ^� A C ACORD CORPORATION 1988 ! Ac RD CERTIFICATODF LIABILITY INSURANO OP ID DATE(MWDWYYYY) KFMEN-1 09/09/03 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION LTRINSR0 ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE JGF%Davey & Larson/Swank Ins. HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 18551 Von Kerman Ave #120 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. LIMITS Irvine CA 92612-1553 Phone:949-862-4900 Fax:949-261-0535 INSURERS AFFORDING COVERAGE NAIC# INSURED /`INSURER A. Keniper Insurance INSURER B: Everest National/INSIGHT 4 '� INSURER C: St. Paul Insurance K F M ENGINEERING, INS. 26672 Towne Centre Drive #300 Foothill Ranch CA 92610 INSURER D: INSURER E: 03/18/03 COVERAGES 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTRINSR0 TYPE OF INSURANCE POLICY NUMBER DATE MMA]D/YY DATE MM/DD/YY LIMITS GENERAL LIABILITY EACH OCCURRENCE $1,000,000 A X COMMERCIAL GENERAL LIABILITY 7RS791344-03 03/18/03 03/18/04 PREMISES (Ea =urence) $300,000 CLAIMS MADE OCCUR MED EXP (Any one person) $10,000 PERSONAL a ADV INJURY $1,000,000 X OWNERS & CONTRA GENERAL AGGREGATE s2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $2,000,000 PRO. LOC POLICY ECT A AUTOMOBILE LIABILITY ANY AUTO 7RS791344-03 03/18/03 03/18/04 CO BIKED (EaCOMBINED SINGLE LIMB $1,000,000 BODILY INJURY $ IPv ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY $ (Per emidem) X X HIREDAUTOS NON -OWNED AUTOS PROPERTY DAMAGE $ (Per=idem) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO AUTO ONLY: AGG $ EXCESSIUMBRELLA LIABILITY EACH OCCURRENCE $1,000,000 A X OCCUR 7CLAIMSMADE 7RS791344-03 04/01/03 03/18/04 AGGREGATE $1,000,000 a $ DEDUCTIBLE $ RETENTION $ C WORKERS COMPENSATION AND EMPLOYERS'LIABPAR ECUTIVE ANY WVJL044357 09/01/03 09/01/04 X TORY E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYEE $1,000,000 OFFICER/MEMBER EXCLUD D? under II yos dL PROVISIONS SPECIAL PROVISIONS below E.L. DISEASE LIMB $1,000,000 OTHER OTHER E PROFESSIONAL LIAR 48AE000901031 03/18/03 03/18/04 UqLAIM/AGG $114IL/2MIL RETRO: 3/11/98 1 1 )DEDUCl= $5,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS RE HISTORIC VIEW CORRIDOR ccsm m *EXCEPT FOR 10 DAYS NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM. Z= m - m vr•. < N� CERTIFICATE HOLDER CANCELLATION �� ,�ri SANJUAN SHOULD ANY OF THE ABOVE DESCRIBED PO IES BEC 11 ELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILORDEAVOR40MAIL 30 DAYS WRITTEN CITY OF SAN JUAN CAPISTRANO 32400 PASEO ADELANTO SAN JUAN CAPISTRANO CA 92675 NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT. BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR fBTEI NOTEPAD:ll'INSURE9'Sh RETROACTIVE DATE ON PROFESS FOR PROFESSIONAL LIABILITY INSURANCE AVAILABLE FOR ALL PERIOD. IONAL LIAB IS 3/11/1998 DEDUCTIBLE $5,000 COVERAGE, THE AGGREGATE LIMIT IS THE TOTAL COVERED CLAIMS REPORTED WITHIN THE POLICY 03 4�v CERTIFICAT LIABILITY INSURANC - 3/31/03 KF PRODUCER ' JGF/Davey & Larson/Swank Ins. 18551 Von Karmen Ave #120 Irvine CA 92612-1553 Phone:949-862-4900 Fax:949-261-0535 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE NAIC# INSURED ` K F M ENGINEERING, INS. 26672llRRanchnCA 92610e #300 INSURER Kemper Insurance INSURER B: Everest National/INSIGHT INSURER C: INSURER D: INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REOUIREMENT, 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. TRSR'LTR NSRXUUT TYPE OF INSURANCE POLICY NUMBER DATE MMIO DATE MM/D LIMITS GENERAL LIABILITY EACH OCCURRENCE $1,000,000 A X COMMERCIAL GENERAL LIABILITY 7RS791344-03 03/18/03 03/18/04 PREMISES (Ea cacurence) $300,000 CLAIMS MADE EX] OCCUR MED EXP (Any one person) $10,000 PERSONAL B ADV INJURY $ 1, 000, 000 X OWNERS & CONTRA GENERAL AGGREGATE s2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $2,000,000 POLICY 1RO- LOC JECT AUTOMOBILE LIABILITY CO EDSINGLE LIMIT gl, DDD, DDD A ANY AUTO 7RS791344-03 03/18/03 03/18/04 (Eae=i accident) BODILY INJURY $ ALL OWNED AUTOS SCHEDULED AUTOS (Per person) BODILY INJURY $ X HIRED AUTOS X NON -OWNED AUTOS (Per accident PROPERTY DAMAGE $ (Per accident GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO AUTO ONLY: AGO $ EXCESSfUMBRELLA LIABILITY EACH OCCURRENCE $1,000,000 A X OCCUR FICLAIMSMADE 7RS791344-03 04/01/03 03/18/04 AGGREGATE $1,000,000 $ DEDUCTIBLE I Is RETENTION $ WORKERS COMPENSATION AND I TORY LIMITS I I ER A EMPLOYERS' LIABILITY 7BG107790-01 09/01/02 09/01/03 E. L. EACH ACCIDENT $1,000,000 ANY PROPRIETORIPARTNERIEXECUTIVE � _ E.L. DISEASE - EA EMPLOYE $1,000,000 OFFICER/MEMBER EXCLUDED? If yes descrKe under SPECIAL PROVISIONS below E. L. DISEASE -POLICY LIMIT I $1,000,000 OTHER TA 8 PROFESSIONAL LIAE 48AE000901031 03/18/03 03/18/04 C IM/AGCY $1MIL/2MIL RETRO: 3/11/98 DOUCT S5,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/ EXCLUSIONS ADDED BY ENDORSEMENT/ SPECIAL PROVISIONS 017a RE HISTORIC VIEW CORRIDOR z.=, m *EXCEPT FOR 10 DAYS NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM. n nr w �x < rn CITY OF SAN JUAN CAPISTRANO 32400 PASEO ADELANTO SAN JUAH CAPISTRANO CA 92675 SANJUAN I SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE WCELLED BEFORE THE EXPIRAT101 DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REWi OACTIVE DATE ON PROFESSIONAL LIAB IS 3/11/1998 DEDUCTIBLE $5,000 FOR PROFESSIONAL LIABILITY COVERAGE, THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR ALL COVERED CLAIMS REPORTED WITHIN THE POLICY PERIOD. KEMPER PREMIER EASEMENT FOR • ARCHITECTURE AND ENGINEERING FIRMS THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. , This endorsement modifies insurance provided under the following: 1. THE FOLLOWING IS ADDED TO THE BUSINESS OWNERS LIABILITY COVERAGE FORM, BP 71 08: ADDITIONAL INSURED -- BY CONTRACT, AGREEMENT OR PERMIT CITY OF SAN JUAN CAPISTRANO ITS ELECTED AND APPOINTED OFFICIALS AND EMPLOYEES 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 92675 Item 5. of Section C. —WHO IS AN INSURED, is deleted and replaced by the following: Any person or organization (named above) to whom or to which you are obligated by virtue of a written contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but only with respect to liability arising out of: a. "Your work' for that insured by you, including work or operations performed on your behalf for that insured; b. Permits issued by state or political subdivision for operations performed by you; or c. Premises you own, rent, occupy or use. This provision does not apply unless the written contract or agreement has been executed, or the permit has been issued, prior to the "bodily injury,' " property damage," "personal injury" or "advertising injury." This provision does not apply to any person or organization included as an insured under Additional Insured — Vendors. This insurance is primary and is not additional to or contributing with any other insurance carried by or for the benefit of Additional Insureds. 2. Separation of insureds: Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this policy to the first Named Insured, this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom claim is made or "suit' is brought. Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above stated. NAMED INSURED: K FM ENGINEERING, INC. I POLICY NO: 7RS791344-03 AMERICAN MOTORIST INSURANQE COMPANY I�F - Autho ized Signature: LISA S. GREENBERG ISSUED: 03/31/03 Notice of Cancellation 1. If we cancel this policy for any reason other than non-payment of premium, we will mail written notice at least 30 days before the effective date of cancellation to the Additional Insureds on file with the Company. 2. If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days before the effective date of cancellation to the Additional Insureds on file with the Company. 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493'-1171 (949j 493-1053 (FAX) Tvm,v. sanjeancapistrano. org March 10, 2003 KFM Engineering, Inc. 26632 Towne Centre Drive, Suite 240 Foothill Rancho, California 92610 0 Ai MEMBERS OFTHE CITY COUNCIL I OIANE L BATHGATE JOHN S. GELFF 1 WYATT HART i JOESOTO i DAVID M. SWERDUN GTY MANAGER GEORGESCARBOROUGH RE: Compliance with Insurance Requirements - Plan Check Services The following insurance documents are due to expire: V General Liability Certificate 3/18/2003 V General Liability Endorsement naming the City of San Juan Capistrano as additional insured. VAutomobile Liability Certificate 3/18/2003 ' V Professional Liability Certificate 3/18/2003 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above expiration dates. If you have any questions, please contact me at (949) 443-6310. Siinncce�re�l�y, 1 �'� Dawn Schanderl Deputy City Clerk cc: William Huber, Director of Engineering & Building Michelle Noreillie, Administrative Assistant onuo U- San Juan Capistrano: Preserving the Past to Enhance the Future ACVRD CERTIFICATE df LIABILITY INSURANCS Op ID GATE (MM DdYYYY) KFMEN-1 01/30/03 PRODUCER • JGF/Davey & Larson/Swank ins. 18551 Von Karmen Ave #120 Irvine CA 92612-1553 Phoma, 949-862-4900 Fax:949-261-0535 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE NAIC # INSURED K F N ENGINEERING,INc 26672 Towne Centre Drive #300 Foothill Ranch CA 92610 INSURER A: Reaper Insurance INSURERS: General Ins. Cc of America/ NS INSURER C: INSURER D: INSURER E: COVERAGES 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR NSB TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE (MMID POLICY EXPIRATION DATE MMIO LIMITS GENERAL LIABILITY EACH OCCURRENCE $1,000,000 AX COMMERCIAL GENERAL LIABILITY 7RS791344-02 03/18/02 03/18/03 PREMISES (E. mcurence) $300,000 CLAIMS MADE [�] OCCUR MED EXP (Any one person) $10,000 PERSONAL A ADV INJURY j $ 1, 000, 000 X OWNERS & CONTRA GENERAL AGGREGATE s2,000,000 GEN -1. AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGS $2,000,000 POLICY PRO LOC JECT AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $1,000,000 A ANY AUTO 7RS791344-02 03/18/02 03/18/03 (Eaamident) BODILY INJURY $ ALL OWNED AUTOS SCHEDULED AUTOS (Per person) BODILY INJURY $ X HIRED AUTOS X NON -OWNED AUTOS (Peramiderd) PROPERTY DAMAGE $ (Per emident) GARAGE LIABILITY AUTO ONLY -EA ACCIDENT $ OTHERTHAN EA ACC $ ANY AUTO AUTO ONLY: AGG $ EXCESSIUMBRELLA LIABILITY EACH OCCURRENCE $1,000,000 A X I OCCUR FICLAIMSMADE 7RS791344-02 04/01/02 03/18/03 AGGREGATE $1,000,000 $ DEDUCTIBLE RETENTION $ WORKERS COMPENSATION AND W�U$ TORYLIMITS ER A EMPLOYERS' LIABILITY 7BG107790-01 09/01/02 09/01/03 E.L. EACH ACCIDENT $1,000,000 ANY PROPRIETOWPARTNERIEXECUTIVE E.L. DISEASE- EA EMPLOYEE $1,000,000 OFFICER/MEMBER EXCLUDED? If yes describe under E.L.DISEASE-POLICY LIMIT $1,000,000 SPECIAL PROVISIONS below I OTHER B PROFESSIONAL LIAB CM7851637B 03/18/02 03/18/03 EA CLAIM 1,000,000 REGATE 2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS/ VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS 5. RE HISTORIC VIEW CORRIDOR Z W *EXCEPT FOR 10 DAYS NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM. Cn -n rn n= cc 0 Z� I rn nn `"' r CITY OF SAN JUAN CAPISTRANO 32400 PASEO ADELANTO SAN JUAN CAPISTRANO CA 92675 eR l9 SANJUAN I SHOULD ANY OF THE ABOVE DESCRIBED POLIgp6 BE CANCiLLED BVIE THE EXPIRATIOI DATE THEREOF, THE ISSUING INSURER WILL EI*AVOR TILI(dL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED {9THE LEFP4ff FAILURE TO DO SO SMALL IMPOSE NO OBLIGATION OR UABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR RETROACTIVE DATE ON PROFESSIONAL LIAB IS 3/11/1998 DEDUCTIBLE $5,000 FOR PROFESSIONAL LIABILITY COVERAGE, THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR ALL COVERED CLAIMS REPORTED WITHIN THE POLICY PERIOD. AC RD CERTIFICAVE OF LIABILITY INSU NC P1D DATE(MIWUMY) N 1 1 03/26/02 PRODUCER TYPE OF INSURANCE POLICY NUMBER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION POLICY EXPIRATION DATE MM/DD/YY LIMITS ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE JGF /Davey & Larson Insurance HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 2402 Michelson Dr. #120 A X COMMERCIAL GENERAL LIABILITY ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE Irvine CA 92612 Phone: 949-862-4900 Fax:949-261-0535 INSURED INSURER A: Romper Insurance INSURER B: General In8 • CO of America/INS PERSONAL B ADV INJURY $1,000,000 INSURER C: R Foothill Ranch CA 92610 F M ENGINEERING, In¢. 26672 Towne Centre Drive #310 INSURER D: INSURER E: COVERAGES 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 CONTRACTOR 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. TOW LTR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE MMIDD/YY POLICY EXPIRATION DATE MM/DD/YY LIMITS GENERALLIABILITY EACH OCCURRENCE $1,000,000 FIRE DAMAGE (my one fine) $300,000 A X COMMERCIAL GENERAL LIABILITY 7RS791344-02 03/18/02 03/18/03 ]CLAIMS MADE OCCUR MED EXP (My one person) $10,000 PERSONAL B ADV INJURY $1,000,000 GENERALAGGREGATE $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $2,000,000 POLICY PRO- LOC JECT A AUTOMOBILE LIABILITY ANY AUTO 7RS791344-02 03/18/02 03/18/03 COMBINED SINGLE LIMIT $1 (Ea accident) ,000 BODILY INJURY $ (Per person) ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY $ (Per accident) X HIRED AUTOS X NON -OWNED AUTOS PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO AUTO ONLY: AGE $ EXCESS LIABILITY EACH OCCURRENCE $ OCCUR CLAIMS MADE AGGREGATE $ 5 $ DEDUCTIBLE $ RETENTION $ A WORKERS COMPENSATION AND EMPLOYERS'LIABILITY 7BG107790-00 09/01/01 09/01/02 TORY LIMBS I j ER E.L.EACHAccIDENT $1,000,000 E.L. DIJEASE - EA EMPLOYEE $ 1, 0 Q 0 , Q 0 Q E.L. DISEASE -POLICY LIMIT $1,000,000 OTHER 8 PROFESSIONAL LIAR CM7851637B 03/18/02 03/18/03 EA CLAIM 1,000,000 AGGREGATE 2,000,000 DESCRIPTION OF OPERATIONSILOCATIONSNEHICLESIEXCLUSKXJS ADDED BY ENDORSEMENT)SPECIAL PROVISIONS CERTIFICATE HOLDER, ITS ELECTED AND APPOINTED OFFICIALS AND EMPLOYEES ARE HEREBY ADDITIONALLY INSURED PER ATTACHED WITH REGARDS TO PROJECT: WALNUT AVE. -CYPRESS TO GLASSELL (SEE PRIMARY WORDING ON FORM). ANY INSURANCE MAINTAINED BY THE ADDITIONAL INS. SHALL BE NON-CONTRIBUTING*EXCEPT FOR 10 DAYS NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM. CERTIFICATE HOLDER N I ADDITIONAL INSURED; INSURER LETTER: _ CANCELLATION S•ANJAU2 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL CITY OF SAN JUAN CAPISTRANO IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR 32400 PASEO ADELANTO REPRESENTATIVES. SAN JUAN CAPISTRANO CA 92675 AUTHORIZED NTATIVE / M 2 NOTEPAD:PAGE 2 INSURED'SNAM& F M ENGINEERING, Inca OP IDD SW1 DATE 03/26/02 RETROACTIVE DATE ON PROFESSIONAL LIAS IS 3/11/1998 DEDUCTIBLE $5,000 FOR PROFESSIONAL LIABILITY COVERAGE, THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR ALL COVERED CLAIMS REPORTED WITHIN THE POLICY PERIOD. 6KEMPER PREMIER ENORSEMENT FOR • ARCHITECTURE AND ENGINEERING FIRMS THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: 1. THE FOLLOWING IS ADDED TO THE BUSINESS OWNERS LIABILITY COVERAGE FORM, BP 71 06: ADDITIONAL INSURED -- BY CONTRACT, AGREEMENT OR PERMIT CITY OF SAN JUAN CAPISTRANO ITS ELECTED AND APPOINTED OFFICIALS AND EMPLOYEES 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 92675 Item 5. of Section C. —WHO IS AN INSURED, is deleted and replaced by the following: Any person or organization (named above) to whom or to which you are obligated by virtue of a written contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but only with respect to liability arising out of: a. "Your work" for that insured by you, including work or operations performed on your behalf for that insured; b. Permits issued by state or political subdivision for operations performed by you; or c. Premises you own, rent, occupy or use. This provision does not apply unless the written contract or agreement has been executed, or the permit has been issued, prior to the "bodily injury," " property damage," "personal injury" or "advertising injury." This provision does not apply to any person or organization included as an insured under Additional Insured — Vendors. This insurance is primary and is not additional to or contributing with any other insurance carried by or for the benefit of Additional Insureds. 2. Separation of Insureds: Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this policy to the first Named Insured, this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom claim is made or "suit" is brought. Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above stated. NAMED INSURED: I K F M ENGINEERING, INC. I POLICY NO: 7RS791344-02 AMERICAN MOTORIST INSURANCE COMPANY C _)C � cli �zc°cL (HCl' Authorized Signature: "LISA S. GREENBE ISSUED: 03/26/02 Notice of Cancellation 1. If we cancel this policy for any reason other than non-payment of premium, we will mail written notice at least 30 days before the effective date of cancellation to the Additional Insureds on file with the Company. 2. If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days before the effective date of cancellation to the Additional Insureds on file with the Company. ACORD CERTIFICAiV OF LIABILITY INSU NC P�D DATE(MWDDNY) N 1 03/26/02 PRODUCER TYPE OF INSURANCE POLICY NUMBER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION POLICY EXPIRATION DATE MMIDD/YY LIMITS ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE ,TGF/Davey & Larson Insurance HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 2402 Michelson Dr. #120 A X COMMERCIAL GENERAL LIABILITY ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE Irvine CA 92612 Phone: 949-862-4900 Fax:949-261-0535 INSURED INSURER A: Kemper Insurance INSURER B: General Ins. Cc of AID9rica/INS PERSONAL &ADV INJURY $1,000,000 INSURER C: K F M ENGINEERING, Ing. 26672 Towne Centre Drive Foothill Ranch CA 92610 #310 GENERAL AGGREGATE s2,000,000 INSURER INSURER E: COVERAGES 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. NSRLTR TYPE OF INSURANCE POLICY NUMBER DATE MM/DE E D/YY POLICY EXPIRATION DATE MMIDD/YY LIMITS GENERAL LIABILITY EACH OCCURRENCE $1,000,000 FIRE DAMAGE (Any one fire) $300,000 A X COMMERCIAL GENERAL LIABILITY 7RS791344-02 03/18/02 03/18/03 CLAIMS MADE 7OCCUR MED EXP (Any one person) $ 10,000 PERSONAL &ADV INJURY $1,000,000 GENERAL AGGREGATE s2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGO $2,000,000 PRO- LOC POLICY F1 ECT A AUTOMOBILE LIABILITY ANYAUTO 7RS791344-02 03/18/02 03/18/03 COMBINED SINGLE LIMIT $1,000,000(Ea aaccident) BODILY INJURY $ (Per person) ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY $ (Par accident) X X HIRED AUTOS NON -OWNED AUTOS PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO AUTO ONLY: AGO $ EXCESS LIABILITY EACH OCCURRENCE $ OCCUR E CLAIMS MADE AGGREGATE $ $ DEDUCTIBLE 1 $ RETENTION $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY 7BO107790-00 09/01/01 09/01/02 TORY LIMRS I I ER E.L.EACHACCIDENT $1,000,000 E.L. CBEASE - EA EMPLOYEE $1,000,000 E.L. DISEASE -POLICY LIMIT I $1,000,000 OTHER B PROFESSIONAL LIAB CM7851637B 03/18/02 03/18/03 EA CLAIM 1,000,000 AGGREGATE 2,000,000 DESCRIPTION OF OPERATONSILMPnONSNEHICLES�CLUSKNIS ADDED BY ENDORSEMENTISPECIAL PROVISIONS RE HISTORIC VIEW CORRIDOR *EXCEPT FOR 10 DAYS NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM. CERTIFICATE HOLDER N I ADDITIONAL INSURED; INSURER LETTER: CANCELLATION SANJUAN SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATIOI DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 3_ DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL CITY OF SAN JUAN CAPISTRANO IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR 32400 PASEO ADELANTO REPRESENTATIVES. SAN JUAN CAPISTRANO CA 92675 AUTHORIZED N�VE G I Lisa PAGE 2 NOTEPAD. INSURED-SNAII& F M ENGINEERING, Inc. OPID SWl DATE 03/26/02 RETROACTIVE DATE ON PROFESSIONAL LIAB IS 3/11/1998 DEDUCTIBLE $5,000 FOR PROFESSIONAL LIABILITY COVERAGE, THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR ALL COVERED CLAIMS REPORTED WITHIN THE POLICY PERIOD. • 92400 PASEO ADELANTO }AN JUAN CAPISTRANO, CA 92675 (949) 493-1171 )949) 493-1053 (FAX) www.sanjuancapistrano.org March 11, 2002 IAIOIIIIAIfI nuunm � 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE COLLENE CAMPBELL JOHN S. GEIFF MATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH KFM Engineering, Inc. 26632 Towne Centre Drive, Suite 240 Foothill Ranch, California 92610 RE: Compliance with Insurance Requirements - Plan Check Services The following insurance documents are due to expire: Y General Liability Certificate 3/18/2002 General Liability Endorsement naming the City of San Juan Capistrano as additional insured. I Automobile Liability Certificate 3/18/2002 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above expiration dates. If you have any questions, please contact me at (949) 443-6310. Sincerely, Xdavl),1 �CdC Dawn M. Schanderl Deputy City Clerk cc: William Huber, Director of Engineering & Building DIIUO USE IS San Juan Capistrano: Preserving the Past to Enhance the Future ACORD CERTIFICAT F LIABILITY INSURANC DATE (MM/DD/YY) FEB 102 THIS CERTIFICATE IS ISSUED -XS A MATTER OF INFORMAL, ONLY AND JGF/DAVEY & LARSON INS. SERVICiIES/SWFNK INS. SERVICES THIS NO RIGHTS UPON THE CERTIFICATE HOLDER. TH� CERTIFICATE 2402 MICHELSON DR., SUITE 120 DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFO.OED BY THE IRVINE CA 92612 POLICIES BELOW. PHONE: 949-862-4900 FAX: 949-261-0535 Agency Lic#: 0662658 COMPANIES AFFORDING COVERAGE INSURED - (COMPANY A. AMERICAN MOTORISTS INFO/ KEMPER -- _— - KFM ENGINEERING, INC. COMPANY B GENERAL INS CO OF AMERICA / INSIGHT --- 26632 TOWNE CENTRE DR. STE. 240 - --- -- --- FOOTHILL RANCH, CA. 92610 COMPANY C: 1r{�-/' T (COMPANY 1)— 'COMPANY E. REVISED 1/1,11021 1� THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDNG 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. iNSRi TYPE OF INSURANCE POLICYNUMBER POLICY EP:EcmE Poucr EXPIRAnoN LIMITS LTR( DATE (MMTpM'I DATE (MMT GENERAL LIABILITY 7R$791344-01 MAR 16 O1 MAR 18 02 .EACH OCCURRENCE 'E1,000,000 XI COMMERCIALGENERALLIABILJTY / FIRE DAMAGE Uny One Fke) '$ 300,000 CLAIMS MADE X� OCCUR y v/ MED. EXP (Any One Person) $ 10,000 A _ PERSONALSADVRJRY $ 1,000,060 _ GENERAL AGGREGATE '$ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMPIOP AGG. $ 2,000,000 P POLICY PR P.-ECT LOC j AUTOMOBILE LIABILITY 7RS791344.01 MAR 18 01 MAR 18 02 COMBINED SINGLE LIMIT IE ANY AUTO (Ea a«itlanp 1,000,000 ED AUTOS BODILY INJURY ILY INJURY (Per $ A SCHEALL DULED ED AUTOS X HIRED AUTOS : �— _ X NON -OWNED AUTOS BODILY INJURY ((Per accident) PROPERTYDAMACy��T GARAGE LIABILITY I AUTO ONLY- tA AC64DENT $ p — ANY AUTO --- 1 – I OTHER THAN -i f—FJtACC S (AUTO ONLY: IAGG EXCESS LIABILITY EACH OCCURAENBEH' J OCCUR CLAIMS MADE AGGREGATE'=• - -- - -- DEDUCTIBLE $ RETENTION $ 'E WORKERS COMPENSATION AND 7BG107790-00 I SEP 1 01 SEP 1 02M STATLL OTHER EMPLOYERS' LIABILITY _ _ El.EACH ACCIDENT S 1,0001000 A E.L. DISEASE -EA EMPLOYEE $ 1,000,000 E.L. DISEASE- POLICY LIMIT $ 1,000,000 CM7851637A MAR 18 01 MAR 1811 PER CLAIM LIMIIT $1,000,000 A LIABILITY PER AGGREGATE LIMIT $2,000,000 DEDUCTIBLE $5,000 DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLESISPECIAL ITEMS CERTIFICATE HOLDER IS HEREBY ADDITIONAL INSURED PER THE ATTACHED FORM `EXCEPT FOR 10 DAYS NOTICE FOR CANCELLATION FOR NON-PAYMENT OF PREMIUM. CITY OF SAN JUAN CAPISTRANO 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 92675 Attention: MEG MONAHAN ACORD 25-S (7/97) Certificate # cccd KEMPER PREMIER EN.RSEMENT FOR ARCHITECTURE AND ENGINEERING FIRMS THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: 1. THE FOLLOWING IS ADDED TO THE BUSINESS OWNERS LIABILITY COVERAGE FORM, BP 71 08: ADDITIONAL INSURED -- BY CONTRACT, AGREEMENT OR PERMIT CITY OF SAN JUAN CAPISTRANO 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 Item 5. of Section C. WHO IS AN INSURED, is deleted and replaced by the following: Any person or organization (named above) to whom or to which you are obligated by virtue of a written contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but only with respect to liability arising out of: a. "Your work" for that insured by you, including work or operations performed on your behalf for that insured; b. Permits issued by state or political subdivision for operations performed by you; or c. Premises you own, rent, occupy or use. This provision does not apply unless the written contract or agreement has been executed, or the permit has been issued, prior to the "bodily injury," " property damage," "personal injury" or "advertising injury." This provision does not apply to any person or organization included as an insured under Additional Insured — Vendors. This insurance is primary and is not additional to or contributing with any other insurance carried by or for the benefit of Additional Insureds. 2. Separation of Insureds: Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this policy to the first Named Insured, this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom claim is made or "suit" is brought. Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above stated. ISSUED: February 1, 2002 Notice of Cancellation 1. If we cancel this policy for any reason other than non-payment of premium, we will mail written notice at least 30 days before the effective date of cancellation to the Additional Insureds on file with the Company. 2. If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days before the effective date of cancellation to the Additional Insureds on file with the Company. ' Acoay CERTIFICATE,&F LIABILITY INSURANCE- DATEFEBBID02Y) 2402 MICHELSON DR., IRVINE CA 92612 PHONE: 949-862-4900 FAX: 949-261.0535 INS. SERVICES Agency Lic#: 0662658 INSURED KFM ENGINEERING, INC. 26632 TOWNE CENTRE DR. STE. 240 FOOTHILL RANCH, CA. 92610 DOES NOT AMEND, POLICIES BELOW. COMPANIES AFFORDING COVERAGE COMPANY A: AMERICAN MOTORISTS CO I KEMPER COMPANY a: GENERAL IN CO OF AMERICA / INSIGHT COMPANY C: COMPANY D:--/—� ICOMPANYE: REVISEDINI/021 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. INSR TYPE OF INSURANCE POLICY NUMBER PoucY EFFecTrve roucv ExPlRanoN LIMITS LTR DFTE IMMIDDM'1 DATE IMMa)DIW) GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS MADE X]OCCUR 7RS791344-01 MAR 1801 MAR 18 02 / / VVV EACH OCCURRENCE Is 1,000,000 FIRE DAMAGE (My 0. Fw j $ 300,000 MED. EXP (Any One Person) $ 10.060 Ail— PERSONAL B ADV INJU.RY��.��i_1,000,000 J GEN'L AGGREGATE LIMIT APPLIES PER: G4 ENE_ s 2,000,000 PRODUCTS-COMP/OP AGG. $ 2,000.000 POLICY -, I PROJECT LOC AUTOMOBILE LIABILITY ANY AUTO 7RS791344-01 MAR 18 01 MAR 18 02 COMBINED SINGLE LIMIT (Ea accident) $ 1,000,000 � ALL OWNED AUTOS / - _- _-- �BODILYINJURY A SCHEDULED AUTOS X HIRED AUTOS NON -OWNED AUTOS BODILY INJURY $ (Per accitlenU PROPERTY DAMAGE GARAGE 11A3tUTY -AUTO ONLY - EA ACCIDENT $ ANY AUTO tOTHER THAN EA ACC $ l- AUTO ONLY: AGG E EXCESS LIABILITY I OCCURRENCE $ OCCUR] CLAIMS MADE FEACH AGGREGATE $ DEDUCTIBLE J I - -_--- ---Ig- - RETENTION $ A WOR KERS COMPENSATION AND EMPLOYERS'LIABILITY 7BG107790-00 SEP 101 SEP 102 :MSTATU- OTHER _ —T93v LIMITS._— El, EACH ACCIDENT $ 1,000,000 E.L. DISEASE -EA EMPLOYEE $ 1,000,000 E.L. DISEASE -POLICY LIMIT �$ 1,000,000 CM7851537A A 'LIABILITY MAR 18 Ot 1 MAR 18 02 IPER CLAIM LIMIIT $1,000,000 PER 000,000 DEDU CTIREGATE $6,0001MIT m m DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/SPECIAL ITEMS CERTIFICATE HOLDER IS H€f EV ADDITIONAL INSURED PER THE ATTACHED FORM o� m 'EXCEPT FOR 10 DAYS NOTICE FOR CANCELLATION FOR NON-PAYMENT OF PREMIUM. _ m _ F m CA. 92675 Attention: MEG MONAHAN ACnRn 21;-R 1715171 Certificate it 1R50R KEMPER PREMIER EN*RSEMENT FOR ARCHITECTURE AND ENGINEERING FIRMS THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: 1. THE FOLLOWING IS ADDED TO THE BUSINESS OWNERS LIABILITY COVERAGE FORM, BP 71 08: ADDITIONAL INSURED -- BY CONTRACT, AGREEMENT OR PERMIT CITY OF SAN JUAN CAPISTRANO 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 Item 5. of Section C. —WHO IS AN INSURED, is deleted and replaced by the following: Any person or organization (named above) to whom or to which you are obligated by virtue of a written contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but only with respect to liability arising out of: a. "Your work" for that insured by you, including work or operations performed on your behalf for that insured; b. Permits issued by state or political subdivision for operations performed by you; or c. Premises you own, rent, occupy or use. This provision does not apply unless the written contract or agreement has been executed, or the permit has been issued, prior to the "bodily injury," " property damage " "personal injury" or "advertising injury." This provision does not apply to any person or organization included as an insured under Additional Insured — Vendors. This insurance is primary and is not additional to or contributing with any other insurance carried by or for the benefit of Additional Insureds. 2. Separation of Insureds: Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this policy to the first Named Insured, this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom claim is made or "suit" is brought. Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above stated. AMERIC OTORI T IN9 FRANCE COMPANY Aut orized Sig sture: ISA S. GREENS RG ISSUED: February 1, 2002 Notice of Cancellation 1. If we cancel this policy for any reason other than non-payment of premium, we will mail written notice at least 30 days before the effective date of cancellation to the Additional Insureds on file with the Company. 2. If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days before the effective date of cancellation to the Additional Insureds on file with the Company. a ACORD CERTIFICATE LIABILITY INSURANCE DATEVD0 SEE 01P 18 01 PRODUCER THIS CERTIFICATE IS ISSUED AS 'A MATTER OF INFORMATION ONLY AND JGF/DAVEY & LARSON INS. SERVICES/SWANK INS, SERVICES CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE 240 LSON DR., SUITE 120 DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE I fNf,"92612 POLICIES BELOW. PRONE: 949-862.4900 FAX: 949-261-0535 Agency Lic#: 0662658 COMPANIES AFFORDING COVERAGE INSURED KFM ENGINEERING, INC. 26632 TOWNE CENTRE DR. STE. 240 FOOTHILL RANCH, CA. 92610 COMPANY A: AMERICAN MOTORISTS INS CO / KEMPER COMPANY e: GENERAL INS CO OF AMERICA/ INSIGHT COMPANY C: COMPANY D: COMPANY E: 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 ALLTHE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INS IT.GENERAL TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS A LIABILITY XCOMMERCIAL GENERAL LIABILITY JCLAIMS MADE J OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: 17 POLICY pPROJECT LOC 7RS791344-01 MAR 18 01 MAR 18 02 EACH OCCURRENCE Is 1,000,000 FIRE DAMAGE (Any One Fire) $ 300,000 MED. EXP (Any One Penson) $ 10,000 PERSONAL 8 ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 PRODUCTS-COMP/OP AGG. $ 2,000,000 A AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS 7RS791344-01 MAR 18 01 MAR /8 02 COMBINED SINGLE LIMIT $ 1,000,000 (Ea accident) BODILY INJURY (Per Person) $ X BODILY INJURY (Per aacidert) $ X PROPERTY DAMAGE c,n $ T GARAGE LIABILITY ANY AUTO AUTO OULY- EAACCID T $ OTHER f;AR E!,: EA� $= AUTO ONLY�lm—. AGG $ O EXCESS LIABILITY OCCUR ❑ CLAIMS MADE DEDUCTIBLE RETENTION $ EACH 06bURAq4QE $ AGGREOA* -+^ W $ M Ait— z $ Q $ A WORK ERS COMPENSATION AND EMPLOYERS' LIABILITY 7BG107790-00 SEP 1 01 SEP 1 02 WO STATU- OTHER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE -EA EMPLOYEE $ 1,000,000 E.L. DISEASE -POLICY LIMIT $ 1,000,000 S OTHER: PROFESSIONAL LIABILITY CM7851637A MAR 18 01 MAR 18 02 PER CLAIM LIMIIT $1,000,000 PER AGGREGATE LIMIT $2,000,000 DEDUCTIBLE $5,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/SPECIAL ITEMS CERTIFICATE HOLDER, IT'S ELECTED AND APPOINTED OFFICIALS AND EMPLOYEES ARE HEREBY ADDITIONALLY INSURED PER THE FOLLOWING FORM ATTACHED WITH REGARDS TO THE PROJECT: CONSULTANT SERVICES 'EXCEPT FOR 10 DAYS NOTICE FOR CANCELLATION FOR NON-PAYMENT OF PREMIUM. CITY OF SAN JUAN CAPISTRANO 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 92675 Attention: CHERYL JOHNSON, CITY CLERK ACORD 25-S (7/97) CBnifir.Hte. 4 17439 ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE ON DATE THEREOF, THE ISSUING COMPANY WILL MAIL 30 DAYS WRITTEN TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,BUT FAILURE TO MAIL NICE SHALL IMPOSE NO OBLIGATI ON OR LIABILITY OF ANY KIND UPON THE Y, ITS AGENTS OR REPRESENTATIVES. TO: John R. St DEPT: City Armor SUBJECT: Document E MEMORANDUM \ 1 FROM: f5; l l cx b e-, `( DEPT: yw . :w ` DATE: PHONE EXT. ATTACHED ARE THE FOLLOWING (please describe document, i.e., agreement, contract, consultant agreement): F i (1)',,For your approval and signature (2) For your review and comments (3) For your information (4) As requested (5) (A) Keep for your files (B) When Completed Return To: Em. (C) Date/Time Needed CITY ATTORNEY'S COMMENTS: • SAN-17,-2aO2 10:46 ACOHIL CFHTIF-ICAIL JH(JOU(Jbi JGF/DAVEY & LARSON INS. SERVICE 2402 MICHELSON DR., SUITE 120 IRVINE CA 92612 PHONE_ 949-862-4900 FAX' 949-261-0535 LIAbILI I Y IIVJUr-liAIVI.0 THIS CERTIFICATE IS ISSUE❑NATTER Of INFURMATI INS. SI HVICFS CONI: RS NO NIGHTS IPON TYl .ERTIEICAiL HOt DER 7 0015 NOT AMENO, EXT ND OR Al It H IME COV(AAGd AT POLICIES UE' -OW. COMPANILS Al IT FADING COVE AgencyLc7 06_62.6h8 INSURES KFM ENGINEERING, INC. 26632 TOWNE CENTHE OR. STE. 240 FOOTHILL RANCH, CA. 92610 COMPANY A AMERICAN MOTORISTS INS CO! KEMPER COMPANY g GENERAL INS CO OF AMERICAI INSIGHT COMPANY D OCOMPANY C COMPANY = RFVISED 1/11/027 _ - �t N JAN 11 02 AND ON ON[ - AN IlIS CIP:EICAtI- T(iHDLC 13Y ',IE HAG: p� TNI$ IS 10 CERM1FV THAT iFF POLIC;FS OF INSLRANLE IIS TED 9F.''_OW HAVE F'iEEN SSUED TO '�1E Im5JHE0 AAMEN ABOVE FOR J1L I'O'. UY PS PIO'> A."r,.'��TI NOTWITHSTANDING ANY RECUIRLMSNT TLHM OR CONOITIDN OF ANY CONTRACT OR CTL'EH GOCUMEW Nlih RESPECT Owwfn THIS CLHTIFICA;c MA' if SSD, UR MAY 'FRTAIN, RLE 11SUFANCE AF70110ED BY THE POLICES DESCRIBED HFBEN S SUSJLCT TO AL. -'E' $°MS EXC'-J`,:ONS ANO CUNOITION$ 01 ter. r'II, ICI `. LIMITS SHOWN MAY HAVE AT -N 9EDUGLD 9Y PAID CLAIMS I'✓S, TYPE OF INSURANCE POLICY NUMBER pULICY EMIDDN a A,]uGv f%pwPTIaN IMITS 'GENERAL UARILITY 7RS791344-01 MAR 1801 MAR 18 02 EAC.+ oGCI'PRI NC: 1,000,000 X CDMME90:A GLNe. RA( IIABIL IIY FRE OAMAG! (AnV 0— P,- 3110,000 (MAIMSMAUC X OC^.;H ME.' EXP(Ar I One l'n, 1 19,0001 A PF H%0NAL 5 kI. INJUPY L !,000.000 CI NWPAL AccHFOATi z 2,000,000'. GEN E ACGREGATE LIMIT AP-L:ESPEA I1R0()UGiCOMPl0l n0G : 2,00 POLICY I ,.HwLi.' ((W AUTOMOBILE LIABILITY 7RS 191344 -at MAR 18 01 MAR 18 02 COI(•BINEO Sllf::I ! MP 1 (I : ,., � �; 1 .000,000 ANY AUTO ALL OWNED AUTOS EGO V'nUUAI IP9' �4ri V') sa+BDUL FG AUTO, Q J X AIRED AU IDS Hl)nl. Y;Nl(lHl )( NCN OWNED AUOS — PROPERTY UAMApL __. GARAGE 4gBLITY AU:;: OHIV ("[IOFNI T . � �CDO7 �;A4c:; L m nNv Aum ()THF R n+nn �., -+ rn . AuTcIN[ I - "' L('.G O � ' E%CE55 LIABILITY A(;'1 OCG;:RRVN%k:; ' (X:=l1R ([.AIMS MPD' AGG;IE(SArr zli�d� C DEDUCTIBLE b RETENTION S !N) I WORKERS COMPENSATION AND 713G107790-00 SEP 1 01 SEP 1 02 Mc9A� I UTrt l IT EMPLOYERS LIABILY .FRY - e eL EACHA;:pDINT 1,000.000 A F' AI.SLA54: A fMPL0YE' S 11000.01111 -, OISEAS[ vGlicY I:MII 1, 1,000,000 OTHER PROFESSIONAL CM7851637A MAR ISO] MAH 18 02 PER CLAIM 1 IMIIT 51,000,000 A LIABILITY PFH AGGRLGATI LIMIT S2 000,000 DEDUCIIBI F 55,000 DESCRIPTION OF OPERAf IONSTt OCATIONSNF!iICLES/SPFCIAI ITFMS CE -HI If"ICATL HOLDER IS HEHLBY AUOITIONAL INSUHFD PER THE ATTACHED FORM WI -,H RESPLCIS TO HISTORIC VIEW CORHIDOR 'EXCEPT FOR 10 DAYS NOTICE FOR CANCELLATION FOR NON PAYMENT OI PREMIUM. FAXED TO 949/493-1053 ADDITIONAL INSURED INSURER I FTTER CITY OF SAN JUAN CAPISTRANO 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 9287!i Atten04nDAWN SCHANOE HI ACORD 25-S (7197) $nOUC: i.VY PAGCVL @SLIIIBEi' Pp, (:'1S BE CAN,;�_.L r LX,—HI 01 ')"1 I—IC' It,F ';SUIN(. (.JMPANY WI(. N.;II NOTICI 'O .HF ;: "1TIFICA c lU,UER NAM1 1 10 HE 1','SU' 5:.4.H c')'rCT S, 'A.:MPOS: 1OOBL9AT'CN JR LABII TTY OI =,%l all; I"OMPAII W.AcEn:SORmI"Ri S, N 17IV(.3 if COrlhca:e x l:i90 �k A1C 17Th->; ; 3RN-11-�Air7? 1(1:A6 • C J `KEMPER PREMIER EN,RSEMENT FOR ARCHITECTURE AND ENGINEERING FIRMS Of THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: i 1. THE FOt 1 OWING IS ADOl TO Tlif iJSINPSS GWNEPS I IAM I IY'MVEgAGE FURM RP 71 J8 ADDITIONAL INSURED -- BY CONTRACT, AGREE-MENT OR PF -RMI ( COPY CITY OF SAN JUAN CAPIS(RANO 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 92675 Item 5 of Section G. WHO '.S AN INSURI-D, is deleted and replaced by the following Any person or organization (named above) to whom Or!C which you are obi gated by virtue of a wnnen contract, agreement or permit to provide such by ihiy policy ,s an :'snred, out o—, with respect to Iiabiliiy ansirg out of a. "Your work" for that insured by you, including work or oprralions perfurr^.r;d on your behalf for the' insured, b. Permits issued ^y state or political subdivision for operations pt'stormed by you, or c. Premises you ewr, rent, occupy or use This provision does not apply unlesc the written contract or agreement has been executed, or the permit has been issued. pnpr t0 the 'bodily injury," ' p'operty damage,. "personal nlury" or "adveruvny inW"Y This provision does not apply to any pr;son or organreshpn included as air, insume ! under Aduitwnal Insured - vendors. This insurance is primary and is not additional to or cortributing with any ethci nsur,u ce c:+nird by or for the benefit of Additional Insureds 2. Separation of Insureds: Except with respect to the Limits of Insurance, and any ngnts or duties spa< dicady assigned ,n this eolicy is first Named Insurrd, this insurance applies. a As it each Named Insured were the only Named Insured, and b Separately to each insured against whore claim c. made nr "sur!" a brought Nothing herein contained shall vary, alter or extend any prevision or condition cI the Pnlicy ocher than as aoovi, NAMED INSURED: i KFM ENGINEERING, INC. POl ICY NO7RS /91344 01 AMERICAN MOTORIST INSURANCE COMPANY Auth razed Signature' `LISA S GRI :NBF G i ISSUED: J-nuary 11, 7002 Notice of Cancellation I If we cancel this policy for any reason other than non-payme,,t of premium, we will marl wetter '101-00 ,11 least 30 days be!cre the eftecvve date of cancellatior to the Additional Insureds on file with the Gori;any 2 if we cancel this policy for non payment of premium we will mr it wl.:ten i:olice at le;nst t0 day: helew if effective date of . anceliatlon tc :he AdnitionansLreds on : Ie with :no Company MM/D ACORD CERTIFICATE JAN 11 LIABILITY INSURANCE DATEAN11 2 02 PRODUCER JGF/DAVE'A & LARSON INS. SERVICES/SWANK INS. SERVICES 2402 MICHELSON DR., SUITE 120 THIS CERTIFICATE IS ISSUED A A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE IRVINE CA 92612 POLICIES BELOW. PHONE: 949-862-4900 POLICY NUMBER FAX: 949-261-0535 Agency Lic#: 0662658 COMPANIES AFFORDING COVERAGE _ — _ INSURED Il—. COMPANY A: AMERICAN MOTORISTS INS COI KEMPER KFM ENGINEERING, INC. (COMPANY B: GENERAL INS CO OF AMERICA / INSIGHT 26632 TOWNE CENTRE DR. STE. 240 FOOTHILL RANCH, CA. 92610 COMPANY C: COMPANY D: FIRE DAMAGE (Any One Fire) $ 300,000 COMPANY E: REVISED 1/11/02! X COMMERCIAL GENERAL 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. ,NSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS GENERAL LIABILITY 7RS791344-01 MAR 18 01 MAR 18 02 EACH OCCURRENCE $ 1,000,000 FIRE DAMAGE (Any One Fire) $ 300,000 X COMMERCIAL GENERAL �LIABILITY CLAIMS MADE IJl OCCUR MED. EXP (My One l son) $ 10,000 PERSONAL &ADV INJURY $ 1,000,000 A GENERAL AGGREGATE $ 2,000,000 PRODUCTS-COMP/OP AGO. $ 2,000,000 GENT AGGREGATE LIMIT APPLIES PER: POLICY PpOJECT LOC AUTOMOBILE LIABILITY ANY AUTO 7RS791344-01 MAR 18 01 MAR 18 02 COMBINED SINGLE LIMIT I$ 1'QQQ'QQQ (Ea accident) BODILY INJURY ALL OWNED AUTOS A SCHEDULED AUTOS (Per person) $ X BODILY INJURY (Per accident) $ HIREDAUTOS NON -OWNED AUTOS X /1� PROPERTY DAMAGE $ GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO 7C/Jy/I AUTO ONLY: AGO $ EXCESS LIABILITY EACH OCCURRENCE $ OCCUR ❑ CLAIMS MADE AGGREGATE $ $ DEDUCTIBLE $ RETENTION § A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY 7BG107790-00 SEP 101 SEP 102 WC STATU OTHER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE -EA EMPLOYEE I1�QQp,000 E L. DISEASE -POLICY LIMIT W 1,0001000 OTHER: PROFESSIONAL CM7851637A MAR 18 01 MAR 18 02 PER CLAIM�A 11"1,00 , A LIABILITY PER AGGRESI�TRWIT 00,0 DEDUCTIBL",OBi n DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/SPECIAL ITEMS CERTIFICATE HOLDER ISHEliibi QDITPSNALASURED PER THE AT FORM WITH RESPECTS TO: HISTORIC VIEW CORRIDOR ""b-" "' A, EXCEPT FOR 10 DAYS NOTICE FOR CANCELLATION FOR NON-PAYMENT OF PREMIUM. FAXED TO 949/493-1053 p N ADDITIONAL CITY OF SAN JUAN CAPISTRANO 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 92675 Attention: DAWN SCHANDERL ACORD 25-S (7/97) INSURER LETTER: Certificate 0 17395 ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE ON DATE THEREOF, THE ISSUING COMPANY WILL MAIL 30 DAYS WRITTEN f0 THE CERTIFICATE HOLDER NAMED TO THE LEFT,BUT FAILURE TO MAIL TICE SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE /, ITS AGENTS OR REPRESENTATIVES. UO a Q KEMPER PREMIER EARSEMENT FOR • ARCHITECTURE AND ENGINEERING FIRMS THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: 1. THE FOLLOWING IS ADDED TO THE BUSINESS OWNERS LIABILITY COVERAGE FORM, BP 71 08: ADDITIONAL INSURED — BY CONTRACT, AGREEMENT OR PERMIT CITY OF SAN JUAN CAPISTRANO 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA. 92675 Item 5. of Section C. —WHO IS AN INSURED, is deleted and replaced by the following: Any person or organization (named above) to whom or to which you are obligated by virtue of a written contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but only with respect to liability arising out of: a. "Your work' for that insured by you, including work or operations performed on your behalf for that insured; b. Permits issued by state or political subdivision for operations performed by you; or c. Premises you own, rent, occupy or use. This provision does not apply unless the written contract or agreement has been executed, or the permit has been issued, prior to the "bodily injury," "property damage," "personal injury" or "advertising injury." This provision does not apply to any person or organization included as an insured under Additional Insured — Vendors. This insurance is primary and is not additional to or contributing with any other insurance carried by or for the benefit of Additional Insureds. 2. Separation of Insureds: Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this policy to the first Named Insured, this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom claim is made or "suit' is brought. Nothing herein contained shall vary, alter or extend any provision or condition of the Policy other than as above stated. NAMED INSURED: I KFM ENGINEERING, INC. I POLICY NO: 7RS791344-01 AMERICAN MOTORIST INSURANCE COMPANY ISSUED: January 11, 2002 Notice of Cancellation 1. If we cancel this policy for any reason other than non-payment of premium, we will mail written notice at least 30 days before the effective date of cancellation to the Additional Insureds on file with the Company. 2. If we cancel this policy for non-payment of premium, we will mail written notice at least 10 days before the effective date of cancellation to the Additional Insureds on file with the Company. 0 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org January 17, 2002 KFM Engineering 26632 Town Center Drive, Suite 204 Foothill Ranch, CA 92610 Dear Sir or Madam: Jw_on - IJmop... III mnmwu 1961 1776 MEMBERS CF THE CITY COUNCIL MANE L BATHGATE JOHNS. GELEE COLLENE CAMOBELI WYATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH Please find enclosed a fully executed Personal Services Agreement related general engineering & building. The term of the agreement is three years with two one-year extensions. We have received the evidence of insurance and endorsements as required by the agreement. Please be aware that this evidence met must be maintained current with our office. Should evidence lapse, work under this agreement must stop and payments for work completed are withheld until we receive the required documentation. You may proceed with work under this agreement in coordination with Jill Thomas, Management Analyst (949) 443-6362. Sincerely, Meona an, CMC y Clerk ( 9) 44 308 enclosure: agreement cc: Jill Thomas, Management Analyst William Huber, Engineering and Building Director DRUG USE IS San Juan Capistrano: Preserving the Past to Enhance the Future i 32400 PASEO ACCLANTO SAN JUAN CAPISTRANO, CA 92575 (949)493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org December 21, 2001 KFM Engineering 26632 Town Center Drive, Suite 204 Foothill Ranch, CA 92610 Dear Sir or Madam: j�i/Y,(r mununn mulmu � 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE JOHNS GELFF COLLENE CAMPBELL WYATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH One December 4, 2001 the City Council of San Juan Capistrano approved a Personal Services Agreement with KFM Engineering to provide general engineering & building for a three-year term, with (2) one-year extensions possible, not to exceed $50,000 per project proposal, per year. Prior to initiating work and in order to continue work under this agreement, evidence that all terms under Section 14. Insurance must be current and on file in the City Clerk's office. Our records indicate that we have partial evidence on file. Please forward an additional insured endorsement, see section 14.4. If you have any questions regarding this agreement, please contact Jill Thomas, Management Analyst, at (949) 443-6362. If you have questions related to the evidence required under Section 14, please contact Dawn Schanderl, Deputy City Clerk, (949) 443-6310. Sincerely, , Me ahan, CMC Ci Cler (94 -6308 Enclosure: Terms of agreement, Section 14. Insurance (14.1 through 14.8) cc: Jill Thom Management Analyst, William Huber, Engineering and Building Director; Dawn Schanderl, Deputy City Clerk DpUO USE IS San Juan Capiwrano: Prewrvin� the Past to Enhance the Fitnure 0 0 2. INTRODUCTION OF COMMISSIONERS PRESENT AT MEETING (110.10) Marie Buckner and Joanne de Guevara, Housing Advisory Committee; Ilse Byrnes, Parks, Recreation and Equestrian Commission; Pastor Gary Tucker, president of the Chamber of Commerce; Gil Jones, former Mayor, and his wife Millie; Sue Hart; Joe Soto, Water Advisory Commission. Mayor Bathgate recognized Council Member Hart and his wife Sue Hart for his year of service to the City as Mayor. ORAL COMMUNICATIONS: - None CONSENT CALENDAR Council Action: Moved by Council Member Campbell, seconded by Mayor pro tem John S. Gelff and carried unanimously, 5-0, to approve items 1, 3 through 5, 7, 9 & 10 as recommended by Staff. MOTION TO READ ORDINANCES BY TITLE ONLY APPROVED. 2. APPROVAL OF MINUTES FROM THE REGULAR MEETING OF NOVEMBER 6, 2001 WITHDRAWN FROM THE AGENDA. 3. WARRANTS DATED NOVEMBER 15, 2001 IN THE AMOUNT OF $904,054.12; AND PAYROLL WARRANTS DATED NOVEMBER 8, 2001 IN THE AMOUNT OF $232,090.37 RECEIVED AND FILED. (300.30) 4. (38) CONSULTANT SERVICES AGREEMENTS APPROVED TO PROVIDE PLAN CHECKAND DESIGN SERVICES FOR ATHREE -YEAR TERM WITH TWO ONE- YEAR EXTENSIONS, NOT TO EXCEED 550,000 PER PROJECT PROPOSAL, PER YEAR. (600.30) The following companies were awarded Consultant Services agreement: AMEC Earth & Environment, Inc.; Berryman & Henigar; Charles Abbott Associates, CgVL Engineers; KFM Engineering; Norris-Repke, Inc.; P & D Consultants; Peter & Associates; RBF Associates; Adams Streeter Civil Engineers; AKM Consulting Engineers; Boyle Engineering; DH Civil Engineering; Focus Engineering; Gong Enterprises; Hartzog & Crablll, Inc.; J.L. Patterson; KhrAssociates; La Belle Marvin; LAN Engineering; Parsons Transportation; Richard Watson & Associates; RK Engineering Group; Tetra Tech; The Keith Companies; Toal Engineering; Urban Crossroads, Inc.; Van Dell & Associates; Willdan Associates; Esgil Corporation; Cotton Shires and Associates; David H. Lee & Associates; Hetherington CC Minutes 4 12-4-01 Engineering; Lawson & Associates; Petra Geotechnical, Inc.; Austin -Foust Associates; Darnell & Associates; LSA Associates. 5, RESOLUTION NO, 01-12-04-02 ADOPTED ENTITLED "RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO, CALIFORNIA APPROVING THE APPLICATION FOR GRANT FUNDS FOR THE ROBERTI- Z'BERG-HARRIS URBAN OPEN SPACE AND RECREATION PROGRAM UNDER THE SAFE NEIGHBORHOOD PARKS, CLEAN WATER, CLEAN AIR, AND COASTAL PROTECTION BOND ACT OF 2000 FOR IMPROVEMENT OF THE OLD HIGH SCHOOL SPORTS COURTS" (930.20) 6. CONSIDERATION OF ISSUES - LOS RIOS HISTORIC PARKING LOT (CIP NO. 125)(600.30) Written Communications: Report dated December 4, 2001 from William M. Huber, Engineering and Building Director. Gil Jones, 31791 Los Rlos Street, supported the recommended action and encouraged that the project be completed in a timely manner. Council Action: Moved by Council Member Hart, seconded by Council Member Swerdlin and carried unanimously, 5-0, to direct City staff to return to a future meeting with an analysis of the two options: 1. L-shaped parking lot running along the border of the Rios property and the Niccola property. 2. The original design, Consistent with earlier direction, the option of a parking lot on the CRA-Trulis property will not be considered. Within those options staff will evaluate and provide recommendations on: Appropriate buffer between the Niccola s and Montanez property and the parking lot/RV storage; A "nature walk" connecting to Ramos Street Phased approach to allow the parking lot to be implemented as soon as possible within the City's fiscal limitations. Assumed within all option: • The parking lot will be asphalt rather than gravel or other less improved surface. The RV storage lot will be gravel • The trees will be retained within the parking lot and RV storage to the maximum extent practical. • Security issues will be carefully evaluated CC Minutes 5 12-4-01 12/04/01 AGENDA ITEM E 4 TO: George Scarborough, City Manager FROM: William M. Huber, Director of Engineering and Building SUBJECT: Consideration of Master Agreements for Long -Term Plan Check and Design Services Team RECOMMENDATION By motion, approve 38 consultant service agreements to provide Plan Check and Design Services fora (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project proposal, per year. A. Summary and Recommendation The concept of a Plan Check Team was originally introduced in 1992 and, to date, has worked very well. It was created as a means to improve service delivery to resident and developer plan check. The concept has proven successful in that it has resulted in improved efficiencies. Our current contracts expire on December 31, 2001. Therefore, staff has solicited proposals and is requesting that 38 firms be recommended for a three-year term with two one-year extensions. B. Background History On January 21, 1992, City Council approved the concept of creating a plan check consultant team consisting of a select group of consultants. The team concept creates a long-term contract with each consultant. The purpose of the team concept is to have available consultants with pre -approved contracts and insurance in place and ready to go to work. The team concept allows staff to expeditiously process all consultant plan checking. In addition, the plan check team agreements all required that they perform their services at a specified percentage of the City's fees, which guarantees costs and assures that City staff is also compensated for processing from the remaining balance. All consultants agree to a fee not to exceed 65% and 80% depending upon the type of plan check. In many instances, the fees are negotiated lower, especially on larger projects. Upon expiration of the initial three year term, and having had a positive experience with this concept, the master listing was reviewed, updated, and again brought to Council for approval in January 1997. The updated listing included design services in addition to plan check services. FOR CITY COUNCIL AGENDA \0 0 0 Agenda Item Page 2 December 4, 2001 Selection Process A Request for Proposal was sent to 44 firms. Many of these firms were on the existing list, with others being added at a staff member's request. Of the 44 firms, 38 responded with proposals. The proposals included general engineering and building firms, as well as a number of specialty firms. The specialty firms include areas such as geotechnical, traffic, building structural and water quality services. A review team consisting of the Department Director and an Administrative Assistant reviewed the proposals for the following elements: • Consistency with the scope of work • Ability to meet schedules • Past performance of similar work • Individual(s) specified to work on projects • Ability to meet fee requirements • Qualifications of firm in handling required work Staff believes that all 38 firms qualify based on the above criteria. As this is a three-year contract with two one-year extensions, there is no need to narrow the field. Staff prefers to spread projects among the teams as work becomes available. This provides more flexibility and allows work to be performed in a more efficient and timely manner. The following list shows the consultants and their areas of expertise: General Engineering and Building Services AMEC Earth & Environment, Inc. Berryman & Henigar Charles Abbott Associates, Inc. CgVL Engineers KFM Engineering Norris-Repke, Inc. P & D Consultants, Inc. Peter & Associates RBF Associates General Engineering Only Adams Streeter Civil Engineers, Inc. AKM Consulting Engineers Agenda Item Page 3 December 4, 2001 General Enaineerina Continued Boyle Engineering Corporation DH Civil Engineering Focus Engineering Gong Enterprises Hartzog & Crabill, Inc. J. L. Patterson KHR Associates La Belle Marvin LAN Engineering Parsons Transportation Richard Watson & Associates, Inc RK Engineering Group Tetra Tech The Keith Companies Toal Engineering Urban Crossroads, Inc. Van Dell & Associates, Inc. Willdan Associates Building Services Only Esgil Corporation Geotechnical Services Cotton Shires and Associates, Inc David H. Lee & Associates, Inc. Hetherington Engineering, Inc. Lawson & Associates, Inc. Petra Geotechnical, Inc. Traffic Services Austin -Foust Associates, Inc. Darnell & Associates, Inc. LSA Associates, Inc. Agenda Item Page 4 December 4, 2001 3. Process Plan Check Services - As previously stated, plan check services are to be performed at a not -to -exceed fee based on a fixed percentage of the City's calculated plan check cost. This eliminates the need to negotiate fees and allows staff to select a consultant and request they perform the work at the agreed upon price. No time is wasted with costly proposals, reviews, and fee negotiations. Design Services — Services not covered by fee recovery, such as design for a City capital improvement project, will continue to require that staff solicit proposals from at least three members of the team. Proposals will then be evaluated and followed by consultant selection. If the fee exceeds the amended limit established under the master contract, then it will be forwarded to the City Council for review and approval. However, no new agreements will be required norwill insurance certifications cause delays, as they will already be in place. COMMISSION/BOARD REVIEW, RECOMMENDATIONS N/A FINANCIAL CONSIDERATIONS Costs for plan check services will be fully funded from engineering and building fees. Design services would be funded from respective capital improvement projects. Based on fees projected to be collected, a budget for consultant services is developed annually to cover the costs of these contracts. NOTIFICATION N/A ALTERNATE ACTIONS 1. By motion, approve 38 consultant service agreements to provide Plan Check and Design Services for a (3) year term with (2) one-year extensions, not to exceed $50,000 per project proposal, per year. 2. Do not approve. 3. Refer to staff for additional information. 0 0 Agenda Item Page 5 December 4, 2001 RECOMMENDATION By motion, approve 38 consultant service agreements to provide Plan Check and Design Services for a (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project proposal, per year. Respectfully Submitted, William M. Huber, P.E. Director, Engineering and Building W M H/jt Prepared By, Jill Thomas Administrative Assistant Attachments 1. Request for Proposal 2. Sample Personal Service Agreement — Original agreements for each individual firm are available in the City Clerk's office. 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org 0 t nnrnuro rsuuluu 1961 1776 REQUEST FOR PROPOSAL for Professional Consulting Services to MEMBERS OF THE CITY COUNCIL DANE L BATIIGATE JOHNS. GELFF JOHN GREINER WYATT HART DAWD M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING, GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES GENERAL INFORMATION It is the intent of the City of San Juan Capistrano, Department of Engineering & Building, to establish a team of consultants to facilitate both building and engineering plan check, engineering and architectural services. The services are generally described herein and are intended to supplement staffs efforts where specific expertise is required or time constraints necessitate consultant assistance. From the proposals, a team of consultants will be selected who best represent expertise across the various specialty areas. The team will become part of a four-year program in which the work load will be spread among the team members. Work will be parceled out on an as -needed basis, and no specific guarantee can be given as to the annual fees for consultant usage. The consultant team will only be modified in the event consultants are dropped from the list due to corporate changes or it is deemed by the City that additional consultants are warranted. INVITATION TO RESPOND The City of San Juan Capistrano is soliciting proposals for professional consulting services. In general, the tasks identified above and delineated herein are to be performed with minimum direction and assistance from the City. Inquiries concerning the RFP should be directed to William M. Huber, Engineering & Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675; (949)443-6336. DRUID USE a San Juan Capistrano: Preserving the Past to Enhance the Future 0 0 Request for Proposal Page 2 SUBMISSION OF PROPOSAL Proposals may by submitted by mail or hand delivered. Proposals should be delivered to: William M. Huber, Engineering & Building Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 no later than 5:OO p.m., September 21, 2001 time. FORM OF PROPOSAL Proposals will not be accepted after this Consultant proposals shall contain the following: Statement of qualifications clearly indicating the services in which the firm is interested; 2. Statement/discussion of services provided, including anticipated turnaround times and ability of firm to handle requests on an as -needed basis; 3. Resumes of key personnel for various service areas; 4. Consultant fee schedules, including hourly rates and proposed flat fees; 5. Completed consultant self rating form included with this request for proposal. EVALUATION OF PROPOSALS The City of San Juan Capistrano is interested in selecting consultants who have the experience and expertise to render plan checking, engineering and architectural services in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist primarily of four parts: 1. Consultants' experience 2. Consultants' expertise 3. Consultants' ability to handle volume and meet time frames 4. Consultants' costs Request for Proposal Page 3 It is important to the City that you identify the persons you will assign to various functions, at which office they are assigned and whether they are full-time employees of your firm. You should also address any conflict of interest that may exist and commel it on solutions. The City of San Juan Capistrano reserves the right to reject any and all proposals. Nonacceptance of any proposal will not imply criticism, `the proposal or that any proposed service was deficient. All participating candidates will be notified of the decision reached. CONSULTANT'S RESPONSIBILITY The Consultant shall perform the tasks as set forth herein: A. Building Services Review construction documents in accordance with the following uniform model codes as amended by City ordinance: a. Uniform Building Code -1998 California Building Code b. Uniform Plumbing Code - 1998 California Plumbing Code c. Uniform Mechanical Code - 1998 California Mechanical Code d. National Electrical Code - 1996 Edition e. California Code of Regulations - Title 24 2. Provide a comprehensive plan review as directed or provide only specified plan review elements as follows: a. Structural review and analysis of design and calculations b. Inspection services c. Other building services as may be defined 3. Provide geotechnical review and consultation regarding soil problems, features or events. B. Engineering/Architectural Services Review construction documents and subdivision maps in conformance with the following standards: a. City of San Juan Capistrano Municipal Code b. City of San Juan Capistrano and County of Orange applicable design standards c. Highway Design Manual standards d. San Diego Regional Water Quality Control Permit 0 Request for Proposal Page 4 2. Provide comprehensive plan review or design services as directed for the following elements: a. Geotechnical review/design b. Street improvements c. Storm drain/hydrology reports/design d. Traffic/striping improvements e. Traffic studies f. Sewer improvements g. Landscaping improvements h. Subdivision map checking i. Structures (i.e., bridges) j. Inspection services k. Pavement analysis I. Architectural design m. Drafting n. Water quality design and review C. Document Transmittal Pick up and resubmit plans to the City via the Building & Safety Division or Engineering Division counter. D. Performance Requirements 1. Plan Check Services Render and remit a typed plan check correction/clarification list (two copies) to the Engineering & Building Department within 10 working days from notification by the City. 2. Engineering/Architectural Services Complete services in a thorough and efficient manner, on time and within the approved fee schedule. 0 Request for Proposal Page 5 E. Fee Schedules 1. Engineering Fees a. Plan Check Engineering fees will be determined for plan check services based on the attached fee schedule. The consultant shall bill on an hourly basis, not to exceed 75% of the total fee, and fees may be negotiated lower if, in the determination of the City, a lower fee is warranted. b. Design/Architectural Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. 2. Building Fees a. Plan Check Total plan check at 80% of base plan check fee paid by applicant not including any surcharges (base plan check fee). Base plan check fee will be 65% of building permit fee, not including surcharges. Structural plan check is not to exceed 60% of base plan check fee, not including any surcharges. b. Other Services Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. F. Maintenance of Records The consultant will maintain all books, documents, papers, employee time sheets, accounting records/ledgers 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 years from the date of final payment for inspection by the City. The consultant shall furnish copies, if requested. 0 • Request for Proposal Page 6 CITY'S RESPONSIBILITY The City shall perform the tasks as set forth herein: A. Establishment of Valuation (Plan Check Services Only) Assign a valuation to the proposed work in accordance with the appropriate Engineering or Building Division standards. The City shall collect all fees from the applicant in connection with the services. B. Project submittals City will supply all necessary documentation/specifications, reports, studies, calculations, etc., to Consultant as is readily available at the City. C. Coordination City will serve as project coordinator. On plan checking, the City will be responsible for notifying the applicant when plans with corrections are available to pick up. The City will route plans (preliminary/revised) to and from the Consultant. SELECTION PROCESS The Selection Committee, comprised of the Engineering & Building Director, Development Services Manager and two Senior Engineers, will review the proposals submitted. Candidates will be selected based on the proposals submitted, including qualifications of staff, proposed fee schedules and ability to handle work load in a timely manner. Very truly yours, William M. Huber Engineering and Building Director W MH:jt Attachments 1. Engineering Fees 2. Consultant Self -Rating Form 3. Sample of Personal Services Agreement 0 0 CONSULTANT SELF -RATING FORM Consultants are asked to rate their expertise in the various fields listed below. The information will be used by Staff in selecting consultants on specific types of work. Consultants may rate themselves high on more than one category, but should not rate the same in more than three categories. Building plan check and Engineering plan check are considered separate services and should be rated independent of one another. On a scale of 1 to 10, rate yourself with "1" being your strongest area of expertise and "10" being a competent area of expertise. "N" or no rating will indicate no interest or company expertise in that field. BUILWNG SERVICES ENGINEERING SERVICES Geotechnical Review Geotechnical Design, Review & Analysis Electrical Review and Analysis Street Improvements Mechanical Review and Analysis Storm Drain Improvements & Hydrology Studies Plumbing Review and Analysis Traffic Circulation Studies Energy Calculations Traffic/Striping Improvements Handicapped Provisions Sewer Facilities Improvements Inspection Services Landscaping Improvements Grading Plans Subdivision Map Checking Structures Inspection Services Pavement Analysis Survey Drafting Services Water Quality Design and Review FIRM NAME: RATER: DATE: 2001 • ENGINEERING FEES • Engineering Documents and Records - Microfilm/Digital Storage` ................. ... ........ .. $1.00 per sheet - Document and Record Retrieval/Research/Review $40.00 per hour (Minimum Charge - One Hour) - Digital Ortho Photo Imaging .... .... ...... .... $500 per foot tile (Includes $400 per foot tile + 2 hour mim staff time @ $50 per hour) - GIS Information Requests ......... ........ .................. As determined by City Engineer "Each person, firm or corporation shall pay a microfiche or digital' storage fee for permit applications, plans, specifications, calculations, soils reports, and all pertinent data required to be maintained by state regulations, per sheet. Lot Line Adiustment - Submittal and Processing ................................ $1,750 May Processina (Due with Map Submittal) -Tract maps" ........................................... $1,000, plus $100 per lot or unit up to 25, plus $50 per lot or c unit over 25 - Parcel maps ........................................... $1,000, plus $100 per lottunit - Records of survey ...................................... $500, plus $50 per lot - CC&R's ............................................$500 'Duplicate Mylar Deposit ........ ... ........ $20 per sheet Improvement Plan Processing Public improvement plans (Due with Plan Submittal) - Submittal $i,000 - Checking 3% of construction costs - Hydrology/Hydraulic Studies (0-20 Acres) ................... $4.50 per 0.1 acre ($450 min) - Hydrology/Hydraulic Studies (Over 20 Acres) ................ $1,200, plus $1 per 0.1 acre over 20 acres ($4,000 max) - Sewer Studies (0-20 Acres) ............................... $4.50 per 0.1 acre ($450 min) - Sewer Studies (Over 20 Acres) ..... ...................... $1,200, plus $1 per 0 1 acre over 20 acres ($4,000 max) Private Improvement Plan Processing (Due w/Plan Submittal) Submittal $500 - Checking 3% of construction costs Map/Plan Processing Administration Includes the preparation and processing of agreements, .. ...... 3'/,% of improvement costs resolutions, City Council and Commission agenda reports, ($5oo min) Payable prior to presentation to commissions/boards, field investigation improvement plan approval) (Does not include advertising & recording fees) Easements (Modification/Processing) ............ . .......... As determined by City Engineer (Does not include advertising & recording fees) ($500 min) Street cut deposit for less than 500 square feet`" .... ......... $50D to $1,000 Street cut deposit - over 500 square feet"" ................... . As determined by City Engineer "Refundable Deposit (upon completion of work) Permit Issuance Fee ............. .......................$40 Engineering Inspection Fee . $50 per hour Elevation Certificates (FEMA) .. .. ... ..... ... ......... $40 Miscellaneous Fees As determined by City Engineer Development Inspections (Due Prior to Plan Approval) Improvement costs up to $100,000 ........... . ... ........ 3 1/2°/ of improvement costs, with a minimum of $100 Improvement costs $100,000 and over ................ . .... $3,500, plus 3% of improve- ment costs over $100,000 1 of 2 • 0 Sureties and Deposits (Due prior to app, oval of Improvement $1170 per acre Agreement or Encroachment Permit Issuance, whichever is applicable) $860 per acre Faithful performance surety $320 per acre (released one year after the notice of completion) .... ........ 100% of construction costs Labor and material surety $780 per acre (released upon the completion of the project) ............. 100% of construction costs Monumentation surety (released upon the Engineer's certification of work) ........... 100% of monumentation costs Water surety ............................................ As required by Capistrano — Valley Water District Parks & Recreation Fee ('see below) Fee for 49 units or less - Single family detached dwelling units ................... ......... $4,840 per unit - Attached Units, including duplex, townhomes & apart, nts........... $4,390 per unit - Mobile Homes $2,877 per unit Fee for 50 units or more (Land dedication may be .................... ft units x occupancy factor* substituted for fee) ........................................ I ... x 5 acr/1000 occ x $302.500 acr 'Occupancy Factor - Single Family .............. .......................... 3.2 ocdunit - Attached units, including duplex, townhouse & apartments............ 2 9 occlunit - Mobile Homes ..... I ................. ... ............ _ .. 1.8 occ/unit Sewer Capacity Fee (Due Prior to Building Permit) - Residential , ............................................ $3,165 per unit - Commercial, Industrial, Non -Residential ("see below) ......... .... $3,165 per 1500 SF of floor area or fraction thereof Agricultural Preservation (Due Prior to Building Permit) - Residential ........... .................. ..... .... $500 per unit - Commercial/Non-Residential .. . $1000 per acre Drainage Area Fees (`see below) L01 $1170 per acre L02 $860 per acre L03 $320 per acre L05 ...................... .....................$170 per acre M01 $780 per acre LO S02 $1470 per acre Advanced Energy Fee (Street Lights) (Due Prior to Plan Approval) Lamp Size Single Double 7,000 Lumens $90 per light $126.60 per light 20,000 Lumens $126.20 per light $187.50 per light 'Parks & Recreation and Drainage Fees are due prior to Subdivision Map Approval. For properties not requiring maps, these fees are due prior to Building Permit Issuance. "Sewer capacity fees are due prior to Building Permit Issuance for any increase in building size. NOTE: Additional fees may be required by the Building & Safety Division, the Department of Planning services & the Capistrano Valley Water District. Parks & Recreation Sewer and Agricultural Preservation Fees are due prior to Building Permit Issuance for all Secondary Dwelling Units Revised 6/01: c.\wpwiMvvpdocs\Other\fees 2 of