01-1204_NORRIS-REPKE, INC_Personal Services AgreementPERSONAL SERVICES AGREEMENT
THIS GREEMENT is made and entered into this day of
200, by and between the City of San Juan Capistrano
(hereinafter referred to as the "City") and Norris-Repke, Inc.
(hereinafter referred to as "Consultant").
RECITALS:
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.
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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
Rather, it represents
approval. Consultant may
work. The City shall issue
a project basis, which shall
fees will be billed based o
amount agreed to either as
agreed to in writing.
to Consultant that
the
said amount will be received by Consultant.
maximum authorization permitted without further Council
not, dependent upon availability of projects, receive any
purchase orders equal to the anticipated Consultant fees on
constitute Consultant's authorization to proceed. Consultant
n the hourly rate schedule in Exhibit B, up to the stipulated
stipulated by the plan check fee schedule in Exhibit A or as
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.
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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.
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Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and
regulations of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the contract period, Consultant shall have delivered to City
at least one (1) copy of any final reports and architectural drawings containing
Consultant's findings, conclusions, and recommendations with any support
documentation. All reports submitted to the City shall be in reproducible format.
All services to be rendered hereunder shall be subject to the direction and
approval of the City.
Section 12. Ownership of Documents.
All reports, information, data and exhibits prepared or assembled by Consultant
in connection with the performance of its services pursuant to this Agreement are
confidential to the extent permitted by law, and Consultant agrees that they shall not be
made available to any individual or organization without prior written consent of the City.
All such reports, information, data, and exhibits shall be the property of the City and
shall be delivered to 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.
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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 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full
force and effect Comprehensive Automobile Liability coverage, including owned, hired
and non -owned vehicles in the following minimum amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to
contractual period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period
14.3 Worker's Compensation.
If Consultant intends to employ employees to perform services under this
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Worker's Compensation Employer's Liability Insurance in the statutory amount as
required by state law.
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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 Cancel Iation/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.
on
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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: Norris-Repke, Inc.
400 N. Tustin Avenue, Suite 230
Santa Ana, CA 92750
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.
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
ATTEST:
�c VCS---
arg ret R. Monahan, City Clerk
APPROVED AS TO FORM:
John R. Sh , City Attorney
CONSULTANT
By:
By: FJ570 TMS 1,7?rA7i a i
r"MMS)MMIRMLif��rw�3�=��er
S) / ' 1441Llr' i
EXHIBIT A
32400 PASEO ADEI- NTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493.1053 (FAX)
www.sanjuancapistrano.org
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(fgR9Yf1 1961
1776
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
MEMBERS OF THE CRY COUNCIL
q EL. BATHGATE
JOHN S. GELFF
JOHN GREINER
MATT HART
DAVID 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 Cityof 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
IS
San Juan Capistrano: Preserving the Past to Enhance the Future
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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 5:00 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;
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
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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 of the proposal orthat 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
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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.
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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.
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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
W M H:jt
Attachments 1. Engineering Fees
2. Consultant Self -Rating Form
3. Sample of Personal Services Agreement
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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 strongest area of expertise and "10"
being a competent area of expertise. "N" or no rating .vill 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
•
Enaineering 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 Enginebr
*Each person, firm orcorporation 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
Mao Processing (Due with Map Submittal)
- Tract maps* ...........................................
$1,000, plus $100 per lot
or unit up to 25, plus $50 per lot or
unit over 25
- Parcel maps ...........................................
$1,000, plus $100 per lot/unit
- 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 si,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** ............... ssoo to si,000
Street cut deposit - over 500 square feet** .................... As determined by City Engineer
**Refundable Deposit (upon completion of work)
Permit Issuance Fee.....................................$4o
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
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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 .................... n units x occupancy factor*
substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr
*Occupancy Factor
- Single Family ....................................... 3.2 ocdunit
- Attached units, including duplex, townhouse & apartments............ 2.9 occ/unit
- Mobile Homes ................................. I .......... 1.8 ocdunit
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
Sureties and Deposits (Due prior to app, oval of Improvement
per acre
Agreement or Encroachment Permit Issuance, whichever is applicable)
per acre
Faithful performance surety
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) ................
100% of construction costs
Monumentation surety
(released upon the Engineer's certification of work) ............
t00% of monumentabon costs
Water surety ............................................
As required by Capistrano -
Valley Niter 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 .................... n units x occupancy factor*
substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr
*Occupancy Factor
- Single Family ....................................... 3.2 ocdunit
- Attached units, including duplex, townhouse & apartments............ 2.9 occ/unit
- Mobile Homes ................................. I .......... 1.8 ocdunit
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 ..... I ... ..... I .............................$320
per acre
-L05 ................ I...........................$170
per acre
- M01 ................ I...........................$780
per acre
-L01S02.....................................".......$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; clwpwin\wpdocs\other\fees
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NORRIS�.REPKE
Ci&f San Juan Capistrano
SECTION G: SCHEDULE OF STANDARD HOURLYRATES
PROFESSIONAL STAFF
EXHIBIT B
HOURLY RATE
Principal Advisor
$135
Director of Operations/City Engineer
$130
Division Manager
$125
Senior Project Manager
$115
Project Manager
$105
Senior Project Engineer/Senior Project Designer
$ 95
Project Engineer/Project Designer
$ 85
Design Engineer II/Designer II
$ 75
Design Engineer I/Designer I
$ 65
Engineering Assistant II/Technician II
$ 55
Engineering Assistant I/Technician I
$ 45
Senior Public Works Observer
$ 85
Public Works Observer
$ 70
Survey Party (2 Person)
$150
Survey Party (3 Person)
$190
Building Official
$110
Senior Building Inspector
$ 90
Building Inspector
$ 70
Expert Testimony (2 hour minimum)
$275
• Services performed by subconsultants will be billed at cost plus 15%
• Outside printing, photos or reproductions will be billed at cost plus 10%
• Outside agency fees will be billed at cost plus 10%
These rates are effective through December 31, 2001.
Professional Consulting Services page 19 of 22
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INSURANCE NON -PAY UPDATE
V 3110,3
ng
ineered Automation Systems Inactive
Prep Plans/Specs Downtown Parking Structure Security System -
Professional Liability expired 10/12/01. Renewal letter sent
10/5/01. General, Automobile and endorsement expired 11/25/02.
KFM Active- I will follow up
n Check Services - Workers comp expired 9/1/2002. Renewal
etter sent 8/26/2002
Plan Check SerWcbs - general liability endorsement form not
received. Letter sent 9/24/02.
X
le Engineering Inactive
Plan Check Services - General, endorsement, automobile,
expired 12/31/2002. Workers compensation expired
1/1/2003.
t Toal Engineering Inactive
;//DH
Plan Check Services - Automobile liability expired 12/29/02.
Civil Engineering Inactive
Plan Check Services - General liability, endorsement, automobile,
professional & workers compensation expired 1/10/2003.
DMF Cotton, Shires & Associates Awaiting a response from Dan - Will advise.
Plan Check Services - endorsement received for the Town of Los
Gatos must be resubmitted under correct city. Automobile liability
and workers compensation expired 1/1/2003. Please note general
liability and professional liability extended from 1/1/2003 to
2/1/2003.
ACORD CERTIFICATE -OF LIABILITY INSURANCE y�' DojoEV02 '
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Van Gilder Insurance Corp. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
700 Broadway, Suite 1000 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
Y. ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Denver, CO 80203
303 837-8500'_ INSURERS AFFORDING COVERAGE
INSUREDINSURER A, St. Paul Insurance (Med/A&E) _
Westrian Group, Inc; JR Engineering LLC; INSURER e: Kemper Ins Cos (Middle Mkt)
Norris Repke, Inc. INSURER C: _Zurich American Insurance Company
400 N. Tustin Ave. , #230 INSURER D'
Santa Ana, CA 92750 --
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.
INTR
POLICY EFFECTIVE 'POLICE EXPIRATION
TYPE OFINSURANCE POLICY NUMBER
ATE MM/DD/YY DATE MM/D NY LIMITS
A GENERAL LIABILITY BKO1276337
10/01/02 10/01/03 ''� EACH OCCURRENCE $1,000,000
COM MERCIALGENERALLIABILITY I
FIRE DAMAGE (My one fire) $1,00.0Q00 _
YX
�I rll
CLAIMS MADE X OCCUR
MED E%P (Any ane person) $10,000
Y
PERSONAL 8 ADV INJURY 1$1 000000
HTTTY�''
_GENERAL AGGREGATE 52,000,000
' GEAGGREGATE LIM ITAPPLIES PER:
rte.
�I
PRODUCTS -COMP/OPAGG $2,000,000 _
T—
POLICY PEO- LOC
t
B I AUTOMOBILE LIABILITY F3B00815902 110/01/02 10/01/03
COMBINED SINGLE LIMIT 81,000,000
(Ea accident)
X ANY AUTO
--
ALL OWNED AUTOS BODILY INJURY
$
SCHEDULED AUTOS (Par person)
X HIRED AUTOS BODILY INJURY
g
'X (Pe .=dent) NON -OWNED AUTOS I III _
I
_ PROPERTY DAMAGE is
(Per a.AI
GARAGE LIABILITY
AUTO ONLY ACCIDENT
IS
ANY AUTO
_-EA
OTHER THAN EA ACG
_
I S
is
AUTO ONLY: AGG
A ' EXCESS LIABILITY BKO1276337
.10/01/02
110/01/03 EACH OCCURRENCE $5,000,000
r�
LX OCCUR CLAIMS MADE
AGGREGATE 55,000,000
�g
I
DEDUCTIBLE �
� ', I$
HX' RETENTION $10000
- $
I
B -WORKERS COMPENSATION AND
LIABILITY
36600477402 10/01/02
W
110/01/03 X TODSTATU- IOTH-
RVI,IMITS ER
EMPLOYER$'
E.L EACH ACCIDENT sixi0
E. L. DISEASE - EA EMP L OYEEI$ 1,000, 000
E.L. DISEASE -POLICY LIMIT I $1,000,000
C OTHER Architects/
IlEOC376860900 10/31/00
10/31/03 $1,000,000 Ea. Claim
Engineers
$2,0,000 Aggregate
Professional Liab
2 ^�
DESCRIPTION OF OPERATONS/LOCATONS ENICLEVEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
The Certificate Holder is listed as an Additional Insured, under General Liability only, in respects ju their cm
)•�
Interest in work performed by the Insured as per written specified contracts.
=t c�
City of San Juan Capistrano
Attn: City Clerk
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
ACORD 25-S (7/97)1 of 1 i2M7AIAKIT
SHOULD ANYOF THE A80YE DESCRIBED POLiC1E5 BE CELLED BEFORE THE EXRRATICN
DATE THEREOF, THE ISSUING INSURER WILL ENDEAV6'A TO MAIL -10—. DAYSWRITTEN
NOTICE TOTHE CERTIFICATE HOLDERNAMED TOTHE LEFT, BUTFAILURE TO DO SOSHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY MNO UPON THE INSURER,ITS AGENTS OR
ell n
11
Dawn
To: Michelle Noreilli '
Subject: Norris-Repke - IS
32400 PASEO ADELANTO
SAN .JUAN CAPISTRANO, CA 92675
949) 493-1171
F r-r�i�f�f September 24th as
vtvwsa �uanCoptstrano.o
they are missing tgeir endorsemen .
your dept is using their services they
nonpay. Thanks
0
Ato
MEMBERS OF THE CITY COUNCIL
DME L. BATHGATE
nce for Norris -Re° LEMl Wever,
ATTnow just in gpMIMAD�pMew(JIM in
ll them before tff6YT?J0`6n the
San Juan Capistrano: Preserving the Past to Enhance the Future
•
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
sysvly sanj uancapistrano. org
September 24, 2002
Norris-Repke Inc.
400 N. Tustin Avenue, S-230
Santa Ana, California 92705
Joao
,� , IIf11111OB
• aunlMu 1961
1776
MEMBERS OF THE CITY COUNCIL
DIANE L BATIGATE
COUXNE CAMPBELL
JOHN$. GEUT
WAIT HART
DAM M. SWERDUN
CITY MANAGER
GEORGE SCARBOROUGH
RE: Compliance with Insurance Requirements - Plan Check Services
The following insurance documents are due to expire:
General Liability Certificate 10/1/2002
V General Liability Endorsement naming the City of San Juan Capistrano as
additional insured.
V Automobile Liability Certificate 10/1/2002 47
Workers Compensation Certificate 10/1/2002 6fi--
cuok
1��o
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, �
/WMA AV V7� a
Dawn M. Schanderl
Deputy City Clerk
cc: William Huber, Director of Engineering & Building
Michelle Noreillie, Administrative Assistant
San Juan Capistrano: Preserving the Past to Enhance the Future
PQM CERTIFICATIMF LIABILITY INSURMCE I 10101102D"Y' 1
Van Gilder Ins '04ance Corp.
700 Broadway, Suite 1000
Denver, CO 80203
303 837-8500
INSURED
Westrian Group, Inc; JR Engineering LLC;
Norris Repko, Inc.
400 N. Tustin Ave. , #230
Santa Ana, CA 92750
COVERAGES
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
INSURER A: St. Paul Insurance (Med/A&E)
INSURER B: Kemper Ins Cos (Middle Mkt)
INSURER C: Zurich American Insurance Company
INSURER D'
INSURER E:
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
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.
ILTR TYPE OF INSURANCE T POLICY NUMBER
POLICY EFFECTIVE -00 EXPIRATION
DATE MM/DD/YY DAT MM/DD/YY
OMITS
A GENERAL LIABILITY
�BKO1276337
10/01/02 10/01/03 EACHOCCURRENCE _ $1000000
X COMMERCIAL GENERAL LIABILITY
FIRE DAMAGE (Any one fire) $1 0001100
_ i CLAIMS MADE X OCCUR
$1 -01000
PERSONAL & ADV INJURO_
MEG CXP (Any one person�$2
GENERAL AGGREGATEO—
'., GEN_'L AGGREGATE LIM ITAPPLIES PER:
PRODUCTS COMP/OP AGO 1,$2,000,000
'POLICY PROT LOC
B MOBILE LIABILITY F3B00815902 '10/01/02 10/01103
COMBINED SINGLE LIMIT
_AUTO
X � ANYAUTO
$1,000,000
-
BODILY INJURY —
BODILY INJURY
ALL OWNED AUTOS
SCHEDULED AUTOS i
(Per person) $
X
_
HIRED AUTOS
BODILYINJURY
X NON -OWNED AUTOS
(Per accitleni)
PROPERTY DAMAGE $
(Per accident)
GARAGE LIABILITY AUTO ONLY - E
$
I$
ANY AUTO OTHER THAN EA ACC
AUTO ONLY: AGO
110/01103
j$
A EXCESS LIABILITY
j BKO1276337
10/01/02
EACH OCCURRENCE
_
$5000000 _—
_
r
Al OCCUR CLAIMS MADE
AGGREGATE
$5 GOO, WO
$
_ D@DUCTIBLE
Ij
_
$
X RETENTION $10000
B WORKERS COMPENSATION AND
3BG00477402 110/01/02
10/01/03 X WO T^IT DEB _
EMPLOYERS' LIABILITY
E.L. EACH ACCIDENT $11000_1000 _
E.L. DISEASE EAEMPLOYEE $1,000,000
E.L. DISEASE -POLICY LIMIT$1,000,000
C OTHER Architects/ EOC376860900 110/31/00 10/31/03 $1,0,000 Ea. Claim
Engineers $2,1100,000 regate
Professional Liab ^'
DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS C. -
RE: Project: 34-00 Open Jobs The City of San Juan Capistrano and the Community Redevelopmeneagency% n
elected or appointed officers, officials, employees and designated volunteers are listed as Additional
Insured, under General Liability only, in respects to their interest in work performed by the insure&as per J
written specified contracts. ;
R1
City of San Juan Capistrano
Attn: Dawn Schanderl
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
SHOULD ANYOFTHE ABOVE DESCRIBED POLICII:SSECANCELLED BEFORETHE EXFRATON
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TOMAIL30DAYSWRITTEN
NOTICE TOTHE CERTFICATE HOLDERNAMED TOTHE LEFT, BUTFAILURE TODOSOSHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER,ITS AGENTS OR
ACORD 25-S (7/97)1 of 1 #M263537 F — SLZ 0 ACORD CORPORATION 1988
ACORD,M CERTIFICATWOF LIABILITY INSURMICE 10/01/02 D""' 1
Van Gilder InsePance Corp.
700 Broadway, Suite 1000
Denver, CO 80203
303 837-8500
INSURED
Westrian Group, Inc; JR Engineering LLC;
Norris Repko, Inc.
400 N. Tustin Ave. , #230
Santa Ana, CA 92750
CHU94:12104=
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:
St. Paul Insurance (Med/A&E)
INSURER B:
Kemper Ins Cos (Middle Mkt)
INSURERC:
Zurich American Insurance Company
INSURER D.
10101/03
INSURER E:
$1,000,000
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.
— _
NSR TYPEOFINSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION
LTR DATE MWOONY1 DATE MM/DD/YY LIMITS
A
GENERAL LIABILITY BKO1276337 '110/01/02
10101/03
EACH OCCURRENCE
$1,000,000
FIRE DAMAGE (Any one fire)
$1000,000
iX COMM ERCIAL GENERAL LIABILITY
r Ir I CLAIMS MADE X OCCUR 1
MED EXP (Any one person)
S10,000
PERSONAL & ADV INJURY
I
81 000,000
GENERAL AGGREGATE
'$2, ,, Q
_
SII
$2,000,000
GEN'L AGGREGATE LIM ITAP PLIES PER:
PRODUCTS -COMP/OPAGG
�
POLICY PR6T I LOC
B',AUTOMOBILELIABILIry
F3B00815902 10/01/02 10/01/03 ",COMBINED SINGLE LIMIT
11 � ANY AUTO
1 (Ea accident) ,$1000000
ALL OWNED AUTOS
BODILY INJURY $
SCHEDULED AUTOS
(Per person)
—
X HIRED AUTOS
BODILY INJURY $
X NON -OWNED AUTOS
(Per accident)
.---
PROPERTY DAMAGES
(Per accident)
1 GARAGE LIABILITY
AUTO ONLY EA ACCIDENT $
ANY AUTO
'OTHER THAN EA ACC $
AUTO ONLY: AGO $
A EXCESS LIABILITY BKO1276337 10/01/02 ,10/01103
EACH OCCURRENCE
$5,000,0000
AGGREGATE _
$5,000,000
1X OCCUR CLAIMS MADE
_
$
I
DEDUCT
–'_
$
X RETENTION $10000
$
B IWORKERS COMPENSATION AND
13BG00477402
10/01/02
10101/03
XT WC STATUOTH-,
_ TORY
$1,000,000
$1,000,000
EMPLOYERS' LIABILITY
E.L. EACH ACCIDENT
r L.DISEASE - EAEMPLOVEE
$1,000,000
I
E.L. DISEASE -POLICY LIMIT 1
C j OTHER Architects/ EOC376860900 10/31/00
10/31/03 $1,000,000 Ea. Claim
Engineers
$2,000,000 Aggregate
Professional Liab
DESCRIPTION OF OPERAnONSILOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
City of SanJuan Capistrano is listed as an Additional Insured, under General Liability only, in respects to
their interest in work performed by the insured as per written specified contracts. St. Paul is not an ISO
company therefore, Additional Insured form CG 2010 cannot be used. St. Paul's policy has blanket Additional
Insured for which form CL/BF 22.66 04/97 is attached.
City of San Juan Capistrano
Attn: Meg Mohahan, City Clerk
32400 Paseo Adelanto
San Juan, CA 92675
ACORD 25S (7/97)1 . f f ilM991517
SHOULD ANYOFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TOMAIL30—DAYSWRITTEN
NOTICETOTHE CERTIFICATE HOLDERNAMED TOTHE LEFT, BUTFAILURE TODOSOSHALL
IM POSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON TH E INSURER,ITS AGENTS OR
REPRESENTATIVE
QI 7
1988
,4CORDn. CERTIFICATOOF LIABILITY INSURMCE I X010112°""' 1
PRODUCER
Van Gilder Insurance Corp.
700 Broadvfay, Suite 1000
Denver, CO 80203
303 837-8500
INSURED
Westrian Group, Inc; JR Engineering LLC;
Norris Repke, Inc.
400 N. Tustin Ave. , #230
Santa Ana, CA 92750
COVERAGES
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
INSURER A: St. Paul Insurance (Med/48E)
INSURER B: Kemper Ins Cos (Middle Mkt)
INSURER C: Zurich American Insurance Company
INSURER D:
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.
INBR
LTR
___ - _ _
- 1 -- - 'POLICY EFFECTIVE 'POLICY EXPIRATION
PE OF INSURANCE POLICY NUMBER DATE MDD/YY DATE MM/DD/YY LIMITS
' TYM/
A GENERAL LIABILITY BKO1276337 10/01/02 10/01/03 EACH OCCURRENCE $1,000,000
X COMMERCIAL GENERAL LIABILITY I FIRE DAMAGE (Any one tire) $1 000,000
CLAIMS MADE LX OCCUR ! MED EXP (Any ona po aon) $10"000
_ _$1,000,000
FPERSONAL&ADVINJURY
ERAL AGGREGATE $2,000,000
GEN'L AGGREGATE LIM IT APPLIES PER: PRODUCTS -COMP/OP AGO $2,000,000
--� POLICY PE a — LOC
B I AUTOMOBILE LIABILITY F313100815902 10/01/02 10/01/03
1 COMBINED SINGLE LIMIT
$1,000,000
X ANY AUTO
(Eaaccident)
, -{
_
ALL OWNED AUTOS
- I
BODILY INJURY
SCHEDULED AUTOS
(Perperson)
Is
X HIRED AUTOS !,
�X
BODILY INJURY
NON -OWNED AUTOS I
(Per accident)_
$
PROPERTY DAMAGE
$
(Per accident)
GARAGE UABIUTY
AUTO ONLY - EA ACCIDENT
ANYAUTO
1$
OTHER THAN ACC
AUTO ONLY: AGO $
A EXCESS LIABILITY
BKO1276337 10/01/02
10/01/03 1 EACH OCCURRENCE $50001000
_ X� OCCUR CLAIMS MADE
AGGREGATE$S 000 000
$
_ DEDUCTIBLE$
X RETENTION $10000
$
B
WORKERS COMPENSATION AND 3BG00477402 ' 10101/02
10/01/03 X WC STATU- OTH-
.T�LIMIT ESI
EMPLOYERS' LIABILITY
_�
E.L. EACH ACCIDENT $1,000,000
DISEASE-E_AEMPLOYEE $1,000,000
E.L. DISEASE - POLICY LIMIT $1,000,000
C
OTHER Architects/ EOC376860900 ! 10/31/00
10/31/03 1 $1,000,000 Ea. Claim
ngineers
$2,000,000 Aggregate
Professional Liab
DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
The Certificate Holder is listed as an Additional Insured, under General Liability only, in respects to their
interest in work performed by the insured as per written specified contracts.
City of San Juan Capistrano
Attn: City Clerk
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
ACORD 25-S 17/971 4 —4 4 WRAOCRG17
SHOULD ANYOFTHE ABOVE D ESCRISED POLICIES BE CANCELLED BEFORE TH E EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30_ _ DAYS WRITTEN
NOTICE TOTHE CERTIFICATE HOLDERNAM ED TOTHE LEFT, BUT FAILURE TO DO SOSHALL
IM POSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON TH E INSU RER,ITS AGENTS OR
017 n
ACORCERTIFICAI- OF LIABILITY INSURRNCE I lz/z6/oDATE (M //0
l
Van Gilder Insurance Corp.
700 Broadway, Suite 1000
Denver, CO 80203
303 837-8500
INSURED QQ F1
Norris Repke, 111z��
400 N. Tustin Avenue, #230
Santa Ana, CA 92750
rnvFcerac
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
!INSURERA: St. Paul Insurance
INSURERB. Kemper_ Insurance Company
(NSURERc Kemper Insurance Compai;tL _
INSURERD Zurich American InsuraiMe Compan
INSURER E: C
a
12
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD)IC}ATE�pI OTWtlfHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS'.. IMATNAY BB ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXOLiJ IpN�f.NDQVNDILQNS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. �; j ?" z O T
NST ` POLICY EFFECTIVE -.POLICY EXPIRATION I �I
LTR TYPE OF INSURANCE POLICY NUMBER OATS MM/DD/YY DATE MM/DD/YY
A
GENERALLIABILITY
BKO0967695
10/01/01110/01/02 kE.CH OCCURRENCE 1 000,000
REPRESENTATIVES.
X COMMERCIAL GENERAL LIABILITY
FIRE DA 1 000000
CLAIMS MADE IL X OCCUR
MED EXP (Any one person) $10 , 000
I
_
/'I PERSONAL B ADV INJURY $1,000, o O 0
V I� GENERAL AGGREGATE I $2, 009,M0 0
EGEG N'L AGGREGATE LIM IT APPLIES PER.I
I, PRODUCTS -COMP/OP AGO ' s2, 000,000
_- -
PRO-
h POLICY LOC
B
AUTOMOBILE
LIABILITY
10/01/01 1110/01/02 COMBINED SINGLE LIMIT
X
ANY AUTO
IF3BOO8159o1
$1 OOO OOO
(Ea accident) ,
ALL OWNED AUTOS
/ BODILY INJURY $
SCHEDULED AUTOS
•Y/ (Per person) _
X
HIRED AUTOS
BODILY INJURY $
X
NON -OWNED AUTOS
Per accitlent)
Par.
_--
PROPERTY DAMAGE $
_
(Per accident)
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT
$_
ANY AUTO
EA ACC
OTHER THAN___--_.__—_
$
Ir
AUTO ONLY: AGG
S
A
, EXCESS LIABILITY IBKO0967695
10/01/01 .10/01/02 1EACH OCCURRENCE s5,000,000
X OCCUR CLAIMS MADE
AGGREGATE 1$5 , 0 0 0, 0 0 0
_ DEDUCTIBLE
g
X RETENTION $10000
t
$
C
WORKERS COMPENSATION AND 1,3BG00477401
LIABILITY
XhCYLMR OCH-'
EMPLOYERS'
110/01/011110/01/02
rE.L_EACH ACCIDENT _$1,000, 000
V/
v IE. L. DISEASE- EA EMPLOVEEI$1 ,_ 000, 000_
E.L. DISEASE - POLICY LIMIT $ 0 0 0 0 0 0
D•IOTHERArchitects
& 'EOC376860900
110/31/00•10/31/03/ $1,000,000 Ea Claim
ngineers
/ $2,000,000 Aggregate
Professional Liab
VVV
DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLEWEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
City of SanJuan Capistrano is listed as an Additional Insured, under
General Liability, and Automobili Liability only, in respects to their
interest in work performed by the insured as per written specified contracts.
St. Paul is not an ISO company therefore, Additional Insured form CG2010
(See Attached Descriptions)
CERTIFICATE HOLDER 1 Ien mnn.m iNsuwamlNsuwrRt F'p,o. CANCFI_I_ATInN
ACORD 25-S(7197) #S217090/M207618 ' MQG 0 ACORD CORPORATION 1988
SHOULD ANY OF TH E ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
City of San Juan Capistrano
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30-_DAYSWRITTEN
Attn: Meg Mohahan, City Clerk
NOnCETOTHE CERTIFICATE HOLDER NAMED TOTHE LEFT, BUTFAILURE TODOSOSHALL
32400 Paseo Adelanto
IM POSE NO OBLIGATION OR LIABILITY OF ANYKIND UPON THE INSURER,ITS AGENTS OR
San Juan, CA 92675
REPRESENTATIVES.
AUTHO IZED REPRESENTATIVE
ACORD 25-S(7197) #S217090/M207618 ' MQG 0 ACORD CORPORATION 1988
DES(IPTIONS (Continued from Plfe 1)
cannot be used. St. Paul's policy has blanket Additional Insured for which
form CL/BF 22.66 04/97 is attached.
AMS 25.3(07/97) 4S217090/M207618
ACORDDATE
(MM/DDM')
CERTIFICAT6 OF INSURANCETHIS
01
PRODUCER
1 w -SUED AS A MATTER OFINF5/31
ORMAVan
Gilder Insurance Corp.
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
700 Broadway, Suite 1000
yI
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE OVERAGE AFFORDED BY THE POLICIES BELOW.
Denver, CO 80203
COMPANIES AFFORDING_ COVERAGE_
$O'
**Supercedes
__ _
COMpANV
CertificatjL%jj84A711kPM
St. Paul Insurance
INSURED
CITY Cl,-IZ N,
Norris Repke Inc. „THFNT
_
COMPANY �-
BKemper Ins Cos
400 N. Tustin Avenuetr',gN
Santa Ana, CA 92750JUAN CA'r!-, iAN
COMPANY CK
Kemper Ins Cos
COMPANY
DZurich American Insurance Company
COVERAGES
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION
OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS.
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
COPOLICY EFFECTIVE POLICY EXPIRATION
LTR TYPE OF INSURANCE POLICY NUMBER DATE (MM/DDM) DATE (MMIDO/YY) LIMITS
A GENERAL LIABILITY BKO0673747 10/01/00
10/01/01 GENERAL AGGREGATE_ $2.000.000
X COMMERCIAL GENERAL LIABILITY
PRODUCTS-COMP/OP AGG s2, 000 , 000
- _ CLAIMS MADE X OCCUR
PERSONAL & ADV INJURY_ $1 0 0 0 , 000
OWNER'S $ CONTRACTOR'S PROT
EACH OCCURRENCE_ _ $1 ,- 0 0 0 , 000
FIRE DAMAGE (Anyone fire) $1, 0 0 0, 000
MED EXP (Any one person) $ 10 000
B AUTOMOBILE LIABILITY F3300815900 10/01/00
10/01/01
COMBINED SINGLE LIMIT $]_ , 000, OOO
X ANY AUTO
ALL OWNED AUTOS
BODILY INJURY $
SCHEDULED AUTOS
(Per person)
X HIREDAUTOS
BODILY INJURY $
X NON-OWNEDAUTOS
(Per aoaeent)
- -- - -
PROPERTY DAMAGE $
GARAGE LIABILITY
AUTO ONLYEAACCIDENT 8
ANY AUTO
OTHER THAN AUTO ONLY'.
EACH ACCIDENT $
AGGREGATE $
A EXCESS LIABILITY EK00673747 10/01/00
10/01/01 EACH OCCURRENCE _ --$5 000, 000
X_ UMBRELLA FORM
AGGREGATE - _ _ _ $5 ,_ 0 0.0 ,_ 0 0 0
OTHER THAN UMBRELLA FORM
$
C WORKERS COMPENSATION AND 7CW30465204 09/01/00
0901/01 X STATUTORY LIMITS
EMPLOYERS' LIABILITY
_
_ - --
EACH ACCIDENT $1, OOO, 000
THE PROPRIETOR/ INCL
DISEASE -POLICY LIMIT $1_, 000, 000
_
PARTNERS/EXECUTIVE ---
OFFICERSARE- X EXCL
- - _ - - - -- - - -- -
-EACH EMPLOYEE $1, 000, 000
D OTHER Architects EOC376860900
000,000 Ea Claim
$2,000,000 Aggregate
i
DESCRIPTION OF OPERATIONSILOCATIONSNEHICLES!SPECIAL ITEMS
RE: Project: 34-00 Open Jobs
The City of San Juan Capistrano and the
Community Redevelopment agency,
(See Attached Schedule.)
CERTIFICATE HOLDER
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
City of San Juan Capistrano
EXPIRATION DATETHEREOF, THE ISSUING COMPANY WILL ENDEAVOR TO MAIL
Attn: Dawn Schanderl
39_ DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TOTHE LEFT,
32400 Paseo Adelanto
BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY
San Juan Capistrano, CA 92675
OF ANY KIND UPON THE COMPANY, ITS AGENTS OR REPRESENTATIVES.
AUT10RRIZ,EDD REPRESENTATIVE
/f!�,GGG�rR- �
ACORD 25S (3193) 1 Of 2 #M169648
M G 0 ACORD CORPORATION 1993
DESCRIPTIONS (Continued from pMe 1.) 1
its elected or appointed officers, officials, employees and designat
volunteers are listed as Additional Insured, under General Liability
only, in respects to their interest in work performed by the insured
as per written specified contracts.
of 2 #M169
ACOR CERTIFICA� OF LIABILITY INSUFUNCE 12/26/01
PRODUCER
Van Gilder Insurance Corp.
700 Broadway, Suite 1000
Denver, CO 80203
303 837-8500
INSURED
Norris Repke, Inc.
400 N. Tustin Avenue, #230
Santa Ana, CA 92750
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: St. Paul Insurance
INSURERS: Kemper Insurance Company
INSURERS Kemper Insurance Company
INSURERD: Zurich American Insurance Company
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.
NSR TYPE OF INSURANCE POLICY NUMBER
LTR
POLICY EFFECTIVE POLICY EXPIRATION LIMITS
DATE MM/DD/YY DATE MM/DD/YY
A GENERAL LIABILITY BKO0967695
10/01/01 I10/01/02EACHOCCURRENCE
$1 1 000,000
LFIRE DAMAGE (My one tire)
X COMMERCIAL GENERAL LIAR ILITY
$1, OOO, 000
-1I CLAIMS MADE Fx7OCCUR
on)
$1 0 O 0 0
_
$1, OOO,O00
8tzz�IRY
NERAL AGGREGATE
$2 000,000
PRODUCTS -COMP/OP AGO
GEN', AGGREGATE LIM ITAPPLIES PER:
$2 000,000
POLICY f PRO-ECT
EO LOC
– –
B AUTOMOBILE LIABILITY
F3B00815901
li 10/01/01
110/01/02 COMBINED SINGLE LIMIT
$1, 0 0 0 0 0 0
X ANY AUTO
–
,
(Ea acc,dant) – _
ALL OWNED AUTOS
BODILY INJURY
r SCHEDULED AUTOS
(Per person)
X HIRED AUTOS
_ _$ _
BODILY INJURY C�=
X �, NON -OWNED AUTOS
�
(Per accident)
—
O'_..
PROaccidw O/iyY, �� �
(Per accideTW= m
GARAGE LIABILITY
AUTO ONLY'-� _CIDENPSPF CM—
OTHER THAN 3:gAACgp$ <_ _
. _ ANY AUTO
AUTO ONLY! AGG– $ p�
A EXCESS LIABILITY
BKO0967695
10/01/01
10/01/02 EACH OCCNPREfPE 5 000 000
X; OCCUR CLAIMS MADE
AGGREGATE 000,000
'DEDUCTIBLE
$
XRETENTION $10000
Is
C WORKERS COMPENSATION AND
EMPLOYERS' LIABILITY
3BG00477401
10/01/01
10/01/02X
WC STATU- OTH-
TQRY LIMITS— ER'
� _
IIE.`.
EACH ACCIDENT$1 „ 0 0
E.L. DISEASE - EA EMPLOYEE. $1 , _0 0 0'0 0 0
E.L. DISEASE -POLICY LIMIT $1 000 000
DIOTHER Architects &
EOC376860900
.10/31/00
10/31/03'!$1,000,000 Ea Claim
Engineers
1$2,000,000 Aggregate
Professional Liab
DESCRIPTION OF OPERATIONS/LOCAT IONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
City of SanJuan Capistrano is listed as an Additional Insured, under
General Liability, and Automobili
Liability only, in respects to their
interest in work performed by the
insured as per written specified contracts.
St. Paul is not an ISO company therefore, Additional Insured form CG2010
(See Attached Descriptions)
City of San Juan Capistrano
Attn: Meg Mohahan, City Clerk
32400 Paseo Adelanto
San Juan, CA 92675
SHOULD ANYOFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 3Q_ DAYS WRITTEN
NOTICE TOTHE CERTIFICATE HOLDER NAM ED TO THE LEFT, BUTFAILURE TO DO SOSHALL
IM POSE NO OB LIGATION OR LIABILITY OF ANY KIND UPON TH E INSURER,ITS AGENTS OR
ACORD25-S(7/97)1 of 3 #S217090/M207618 FMQG 0ACORD
DES40IPTIONS (Continued from Flee 1)
cannot be used. St. Paul's policy has blanket Additional Insured for which
form CL/BF 22.66 04/97 is attached.
AMS 25.3(07/97) 3 of 3 #5217090/M207618
Policy Number: _ • 0
Blanks# Additional Insureds -
CONSTRUCiION CONTRACTS
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
LIABILITY COVERAGE PART.
1. If:
(a) you are required to add another person or
organization as an insured under this policy in a
written construction contract or agreement which
is in effect during the period of this policy, and
(b) a certificate of insurance has been issued listing
that person as an .ADDITIONAL INSURED, then
WHO IS AN INSURED ;SECTION II is amended to
include that person or organization as an insured
(referred to be!c,.v as an ADDITIONAL INSURED).
Z. in addition to the other exclusions applicable to
COVERAGES A., 6. and the insurance provided to
an ADDITIONAL INSURED rices not apply to:
a. "Property damage" to:
(1) Property owned, used or occupied by, loaned
or rented to the ADDITIONAL INSURED;
(2) Property in the care, custody or control of the
ADDITIONAL INSURED or over which the
ADDITIONAL INSURED is for any purpose
exercising physical control; or
(3) "Your work" performed for the ADDITIONAL
INSURED.
b. 'Bodily injury," "procerm/ damage," "personal
injury," or "advemsing injur/" arising out of an
archirect"s, engineers or suraeyor's rendering Or
failure to rencer any professional seriices for
you, for the ALM -1 TONAL INSURED, or for others,
including:
(1) The prei--. rg, ap^ ovine or failure tc
prepare cr acprcve maps, drawings,
opinions, repos, survevs, change order,,
designs Cr scecifications. or
(2) Supervisor;, inspection, or engineering
seriices.
c. "Bodily injury," "prcpeny damage," "personal
injury," or "advertising Injury" which is not caused
in whole or in par by the negligent acts or
omissions of any Named Insured, or the negligent
acts or omissions of anvone directly or indirectly
employed by a Named Insured or for whose acts
a Named Insured may be liable.
3. All other terms and conditions of the policy remain the
same.
CQ9F 22 80 04 97 Includes colivnghted material of Insurance Services Office. Inc., with its pefmissicn
Copyright. Insurance services Office. Inc.. 1984, 1985
Page I cif I
•
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuancapistratio.org
January 4, 2002
Norris-Repke, Inc.
400 N. Tustin Ave, Suite 230
Santa Ana, CA 92750
Dear Sir or Madam:
unwl�u 1961
1776
MEMBERS OF THE CIT' -NC L
DIANE L BATHGATE
JOHN S. CELEE
COLLENE CAMPBELL
WYATT HART
DAVID M. SWEROLIN
CITY MANAGER
GEORGE SCARBOROUGH
Please find enclosed a fully executed Personal Services Agreement related to providing
Engineering/Building Plan Check, Engineering and Architectural Services. 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 current evidence that these terms have been met
must be maintained with our office. If evidence lapses, work under this agreement must
stop and payments for work completed are withheld until we received the required
documentation.
You may proceed with work under this agreement in coordination with Jill Thomas,
Management Analyst (949) 443-6362.
Sincerely,
Me on an, CMC
Cit Cler
(94 43-6308
enclosure: agreement
cc: Jill Thomas, Management Analyst
William Huber, Engineering and Building Director
NO USE
1s
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)
www.sanjuancapistrano.org
December 21, 2001
Norris-Repke, Inc.
400 N. Tustin Ave, Suite 230
Santa Ana, CA 92750
Dear Sir or Madam:
LA
t,i
MEMBERS OF THE CITY COUNCIL
DIANE L BATHGATE
JOHNS GELFF
COLLENE CAMPBELL
MATT 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 Norris-Repke, Inc. 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 provide evidence of General Liability, Auto Liablity, Worker's Compensation and
an additional insured endorsement.
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,
han, CMC
Enclosure: Terms of agreement, Section 14. Insurance (14.1 through 14.8)
cc: Jill Thomas, Management Analyst, William Huber, Engineering and Building
Director; Dawn Schanderl, Deputy City Clerk
DIIU� USE
IS
San Joon Capistrano: Prerervinq the Post to Fnhonre thr Fifolre
0
0
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.
1. MOTION TO READ ORDINANCES BY TITLE ONLY APPROVED.
2. APPROVAL OF MINUTES FROM THE REGULAR MEETING OF NOVEMBER 6,
2001 WITHDRAWN FROM THE AGENDA.
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 $50,000 PER PROJECT PROPOSAL,
PER YEAR. (610.30)
1
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 & Crabill, 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 Rios 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
6".
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
1. 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`<O CC
0
Agenda Item
Page 2
December 4, 2001
2. Selection Process
0
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
0
Agenda Item
Page 3
December 4, 2001
General Engineering 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.
0
E
Agenda Item
Page 4
December 4, 2001
3. Process
Ll
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
Agenda Item
Page 5
December 4, 2001
RECOMMENDATION
0
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, Prepared By,
,moi
William M. Huber, P.E. Jill Thomas
Director, Engineering and Building Administrative Assistant
WMH/jt
Attachments 1. Request for Proposal
2. Sample Personal Service Agreement — Original agreements for each
individual firm are available in the City Clerk's office.
32300 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuancapistrano.org
E
Isumue I 1961
1776
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
MEMBERS OF THE CITY COUNCIL
DANE L. 61THC.ATE
JOHN S. GELFF
JOHN GREINER
w ATT HART
DAVID 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.
CZ8u,
San Juan Capistrano: Preserving the Past to Enhance the Future
L
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:Q0 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. 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
•
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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 commei 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
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
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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.
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Request for Proposal Page 5
E. Fee Schedules
Engineering Fees
a. Plan Check
Engineering fees will be determined for plan check services based on the
attached fee schedule. The consultan, 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.
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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
WMH:jt
Attachments 1. Engineering Fees
2. Consultant Self -Rating Form
3. Sample of Personal Services Agreement
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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.
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
Engineerina Documents and Records
As determined by City Engineer
- Microfilm/Digital Storage' .....................
$1.00 per sheet
- Document and Record Retrieval/Research/Review
$40.00 per hour
(Minimum Charge - One Hour)
As determined by City Engineer
- Digital Ortho Photo Imaging ........... .... _ _ ..
$500 per foot the
(Includes $400 per foot tile + 2 hour mim staff time
@ $50 per hour)
$50 per hour
- GIS Information Requests .....................................
As determined by City Enginebr
'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
Map Processing (Due with Map Submittal)
- Tract maps` ...........................................
$1,000, plus $100 per lot
or unit up to 25, plus $50 per lot or
=
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 impror7ement plans (Due with Plan Submittal)
- Submittal Moo
- 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 ol 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 wlPlan 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 Pnor to Plan Approval)
Improvement costs up to $100,000 ... ...... 3112°1 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
Drainage Area Fees (`see below)
- L01
$1170 per acre
Sureties and Deposits (Due prior to app,oval of Improvement
$860 per acre
Agreement or Encroachment Permit Issuance, whichever is applicable)
$320 per acre
Faithful performance surety
$170 per acre
(released one year after the notice of completion) .............
100% of construction costs
Labor and material surety
$1470 per acre
(released upon the completion of the project) ................
too io 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. .......... ........
u units x occupancy factor*
substituted [or fee) ............................................
x 5 acr/1000 occ x $302,500 acr
`Occupancy Factor
- Single Family ............................... ............
3.2 occ/unit
- Attached units, including duplex, townhouse & apartments............
2 9 occ/unit
- Mobile Homes ......... ....... ......... ..............
1 8 occ/unit
Sewer Capacity Fee (Due Prior to Building Permit)
- Residential T ............................. .............
$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
- L01 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.\wpwinlwpdocslotherlfees
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