01-1204_P & D CONSLTANTS, INC_Personal Services Agreement PERSONAL SERVICES AGREEMENT
TH1S AGREEMENT is made and entered into this _�E day of
DEk� , 2001, by and between the City of San Juan Capistrano
(hereinafter referred to as the "City") and P & D Consultants, 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.
1
0 0
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 shalt 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 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.
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 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.
5
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
ThFoughout 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.
6
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: P & D Consultants, Inc.
999 Town & Country Road, 4th Floor
Orange, CA 92668
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.
7
0 0
IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
CITY OF SAN JUAN CAPISTRANO
By: Wvu�
CONSULTAN
�l
By:
ATTEST: sj� rTP�sv�
C�
M rg et R. Monahan, City Clerk
APPROVED AS TO FORM:
John R. haw, City Attorney
8
EXHIBIT A r d
32400 PASEO ADELANTO �� MEMBERS OF THE CRY COUNCIL
SAN JUAN CAPISTRANO, CA 92675 / IIa1NMR1 PANE L.BATHGATE
JOHN S.GEILFF
(949) 493-1171 Rnnmu ti 1961 JOHN GREINER
(949) 493.1053 (FAX) 1776 WYA* HART
www.sanjuancapistrano.org • • OAMO M. SWERDUN
• CITY MANAGER
GEORGE SCARBOROUGH
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
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.
uo use
Ia
San Juan Capistrano: Preserving the Past to Enhance the Future
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. 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
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. 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
1. 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
1 Provide geotechnical review and consultation regarding soil problems,features
or events.
B. Engineering/Architectural Services
1. 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 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.
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.
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
• •
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 will indicate no interest or company
expertise in that field.
BUILIDING 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 .
Enaineerina Documents and Records
-Microfilm/Digital Storage` . . . . . . . . . . . . . I . . . . . . . . . . . . . . . . . . . . . . . $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 the+2 hour mim staff time
@$50 per hour)
-GIS Information Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . As determined by City Engine-br
'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 Adlustment
-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 improviament 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 wiPlan 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 approval of Improvement
Agreement or Encroachment Permit Issuance, whichever is applicable)
Faithful performance surety
(released one year after the notice of completion) . . . . . . . . . . . . . 100%of construction costs
Labor and material surety
(released upon the completion of the project) . . . . . . . . . . . . . . . . loo%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&apartments. . . . . . . . . . . $4,390 per unit
-Mobile Homes $2,877 per unit
Fee for 50 units or more(Land dedication may be. . . . . . . . . . . . . . . . . . . . #units x occupancy factor*
substituted for fee) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x 5 acd1000 occ x$302,500 acr
'Occupancy Factor
-Single Family . . . . . . . . . . . . . . . . . . . I . . . . . . . . . . . . . . . . . . . . . . . . 3.2 occtunit
-Attached units, including duplex,townhouse&apartments . . . . . . . . . . . 2.9 occtunit
- Mobile Homes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.8 occtunit
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 orfractionthereof
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 . . . . I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $660 per acre
- L03 . . . . . . . . . . . . . . I . I . . . . . . . . . . . . . . . . . . . . . . . . . . . $320 per acre
- L05 . . . . . . . . . . . I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $170 per acre
- Mot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $760 per acre
- L01S02 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .". . . . . . . $1470 per acre
Advanced Energy Fee(Street Lights)(Due Prior to Plan Approval)
Lamb 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:\wpwin\wpdocslolheAfees
2 oft
•
• EXHIBIT B
I
Section 4
Fee Schedules
„
4.1 Fee Schedules
' P&D's various fee schedules for services provided are located herein. P&D has broken down the fees into two categories,
Engineering Fees and Building Fees.
4.1.1 Engineering Fees
Hourly rate commensurate with the table below for various engineering/plan checking fees.
Classification Hourly Rate
Building and Safety
City Building Official $150.00
Building Inspector(+6months assignment) $65.00
Building Inspector(-6months assignment) $75.00
Permit Technician (+6months assignment) $55.00
Permit Technician (-6months assignment) $65.00
Landscape and Open Space
Registered Landscape Architect $90.00
Landscape Inspector (+6months assignment) $65.00
Landscape Inspector (-6 months assignment) $75.00
Landscape Plan Checker(+6months assignment) $65.00
Landscape Plan Checker(-6 months assignment) $75.00
Engineering
City Engineer $160.00
Deputy City Engineer $115.00
Sr.Traffic Engineer $110.00
Traffic Engineer $90.00
Registered Geologist $110.00
Sr. Project Manager $120.00
Project Manager $115.00
Project Engineer $120.00
Engineer $85.00
CADD Operator $55.00
Assessment Engineer $115.00
Public Works Inspector(+6months assignment) $55.00
Public Works Inspector(-6 months assignment) $65.00
NO Coasultants 4.1 - City of San Juan Capistraso
999774.0083 Professional Consulting Services
Planning
Project Planner $130.00
Senior Planner $110.00
Planner $95.00
Plan Checking fee is 65%of Plan Check collected.
4.1.2 Building Fees
Plan Check - Plan Checking fee will be 50% of building permit fee as determined by 1997 U.B.C. fee tables and the latest
ICBO valuation tables published in Building Standards Magazine.
Structural Plan Check - Structural Plan Check fee will be 30% of building permit fee as determined by 1997 U.B.C. fee
tables and the latest ICBG valuation tables published in Building Standards Magazine.
Other Services -Services will be negotiated on a project-by-project basis based on a pre-agreed scope of work and payment
will be determined by the City project manager per Page 5,Section E, subsection 2b of the RFP.
f
I
V
1
I
I
Pin Coanaltants 4.2 City of Sao Ivan Caphtraso
999774.0083 Professional consulting Services
N'
32400 PASEO ADELANTO MEMBERS OF THE CITY COJNCIL
JGELFF
SAN JUAN CAPISTRANO, CA 92675 OApNNpA DIANE L.RATHGATE
(949) 493-1171 IRAAUAYn 1961 OHN N OHNS. CAMPBELL PBELL
(949) 493-1053 (FAX) 1776 MATT HART
www.sanjuancapistrano.org DAVID M.SwERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
December 21, 2001
I
P & D Consultants
999 Town & Country Road, 4th FI ti
Orange, CA 92668 V
1 ,.
Dear Sir or Madam:
One December 4, 2001 the City Council of San Juan Capistrano approved a Personal
Services Agreement with P & D Consultants 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 no evidence on file.
Should you begin a consulting assignment, this evidence will be required. Until that
time, the original agreement will be held on file.
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 ona an, CMC
City lerk
(949) 4 -6308
Enclosure: Copy of a partially executed agreement
cc: Jill Thomas, Management Analyst, William Huber, Engineering and Building
Director, gown Schanderl, Deputy City Clerk
Df1Ua USE
IS
B
S(10 Iran f npi,ctrano: Pwser in, the Pact to Enhance r1w Flilrrrr
'77777777
'Rau
CERTIFICATE NUMBER
MARSH
LOS-000277374-14
VT
E , , .
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS
Marsh Risk&Insurance Services NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE
CA License#0437153 POLICY.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE
777 South Figueroa Street AFFORDED BY THE POLICIES DESCRIBED HEREIN.
Los Angeles,CA 90017 L
Attn:Lori Bryson(213)-346-5464 1 —COMPANY --- COMPANIES AFFORDING COVERAGE
D651 0-AECOM-CAS-2005 P&D JWHIT ORAN CA A ACE American Insurance Company
INSUREDCOMPANY
P&D CONSULTANTS, INC. B
999 TOWN&COUNTRY ROAD,4TH FLOOR
ORANGE,CA 92868 COMPANY
C Illinois Union Insurance Company
—COMPANY
D National Union Fire Insurance Company of PA
... .........
. ...... .reLs Oswalt.
N
THIS 13 TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY
PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,CONDITIONS AND EXCLUSIONS OF SUCH POLICIES AGGREGATE
LIMITS SHOWN MAY HAVE BEEN REDUCED BY PATO CLAIMS.
PE OF INSURANCE POLICY NUMBER
co TYPOLICY EFFECTIVE POLICY EXPIRATION LIMITS
LTR DATE(MM/DDIYY) DATE(MMADD/YY)
A_ GENERAJLUABIUTY "HDO G21702316" 104/01/05 04/01106 GENERAL AGGREGATE $ 2,000,000
X COMMERCIAL GENERALLIABILITY AzC4— __Z0000w
PRODUCTS-COM COMP/OP 0
PERSON�&�%INJURY $ Z000,000
j
CLAIMS MADE �xl OCCUR
OWNERS&CONTRACTORS PROT EACH OCCURRENCE -5,
s 2,000,000
FIRE I AMAGE(Any wI
e fire) $ 1,000,000
— -- 0
MED EXP(Any onewr9wFs)
"ISA H08012593" 04/01/05 04/01/06 COMBINED SINGLE LIMIT $ 1,000,000
: x ANYAUTO
ALL OWNED AUTOS BODILY INJURY
SCHEDULED AUTOS (Per person)
HIRED AUTOS BODILY INJURY
NON-OWNED AUTOS (Par acciEaM)
PROPERTY DAMAGE
GARAGE LIABILITY AUTO ONLY-EA ACCIDENT
LANYAUTO �OTHER THAN AUTO ONLY
EACHACCIDENT
AGGREGATE $
D k�E)CESS LIABILITY "BE 2979859" 04101/05 04101/06 EACH OCCURRENCE 1$ 1,000,60-0
X UMBRELLA FORM
i -AGGREGATE 1,000,000
! OTHER THAN UMBRELLA FORM I$
WORKERS COMPENSATION AND I msrAIU- v I 1111��
EMPLOYERS'LIABILITY 9 ER
EL EACH ACCIDENT 1$
THE PROPRIETO
PARTNERS/EXECUTIVE INCL EL DISEASE-]
OLICY LIMIT $
OFFICERS ARE H ExCL EL DISEASE-EACH EMPLOYEE $
C OTHER EON 621654693001 04/01/05 04/01/06 $2,000,000
ARCHITECTS&ENG. "'CLAIMS MADE 1 PER CLAIM/AGGREGATE
PROFESSIONAL LIAB. IDEFENSEINCLUDED
DESCRIPTION OF OPERATIONSILOCATIONSfVEHICLESISPECIAL ITEMS
RE: ALL PLANNING OPERATIONS INCLUDING BUT NOT LIMITED. THE CITY OF SAN JUAN CAPISTRANO IS NAMED AS AN ADDITIONAL INSURED
FOR GL COVERAGE, BUT ONLY AS RESPECTS WORK PERFORMED BY OR ON BEHALF OF THE NAMED INSURED. WAIVER OF SUBROGATION IS
HEREBY GRANTED IN FAVOR OF CERTIFICATE HOLDER FOR GL,AL&UMB.COVERAGES. "CG 20 10 03 97 ATTACHED".
INSWASM
"INK
ISOT
IS
111WRIMMM
SHCOUD ANY OF THE POLICIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF.
THE INSURER AFFORDING COVERAGE WIU_ ENANYAWM MAIL An DAYS WRITTEN NOTICE TO THE
CITY OF SAN JUAN CAPISTRANO CERTIFICATE ROWER NAMED HEREIN,
DIRECTOR OF ADMINISTRATIVE SERVICES
32400 PASEO ADELANTO E
SAN JUAN CAPISTRANO,CA 92675
MARSH USA INC.
By: David Denihan ,�jfi�,iP�/MSM
I� VALID AS OF 04/05/05 Al
;AM M
a N - R H _ -,_, V Ei R f0 - A q — CERTIFICATE NUMBER
G l 'r.IT/.N _ N LOS-000260622-09
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS
Marsh Risk&Insurance Services NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE
777 South Figueroa Street POLICY,THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE
CA License#0437153 AFFORDED BY THE POLICIES DESCRIBED HEREIN.
Los Angeles, Ri 90017 COMPANIES AFFORDING COVERAGE
Attn: Michelle Ridgle (213)346-5588
COMPANY
6510-AECOM-GAS-2004 P&D JWHIT ORAN CA A ACE American Insurance Company
INSURED COMPANY
P&D CONSULTANTS,INC. B
999 TOWN&COUNTRY RD.,4TH FLOOR
ORANGE,CA 92628 COMPANY
C Illinois Union Insurance Company
COMPANY
D N/A
ELKERAt#ES Q
THIS IS TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY
PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS.CONDITIONS AND EXCLUSIONS OF SUCH POLICIES.AGGREGATE
LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CO TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS
LTR DATE(MM/DD/YY) DATE(MM/DD/YY)
A GENERAL LIABILITY HDO G20591365 04/01/04 04/01/05
GENERAL AGGREGATE $ 2,000,000
X COMMERCIAL GENERAL LIABILITY PRODUCTS-COMPIOP AGG $ 4,000,000
CLAIMS MADE I OCCUR PERSONAL S ADV INJURY $ 2,000,000
OWNER'SBCONTRACTOR'S PROT EACH OCCURRENCE $ 2.000,000
FIRE DAMAGE(Any me ere) $ 1,000,000
MED EXP(Any we ,, $ 5,000
A AUTOMOBILE LIABILITY ISA H07850451 04/01/04 04/01/05
COMBINED SINGLE LIMIT $ 1,000,000
A X ANY AUTO CAL H0785058A 04/01/04 04/01/05
ALL OWNED AUTOS BODILY INJURY $
SCHEDULEDAUTOS (Peri iI)
HIRED AUTOS BODILY INJURY $
NON-OWNED AUTOS (Per acadent)
PROPERTY DAMAGE $
GARAGE LIABILITY
AUTO ONLY-EA ACCIDENT $
ANY AUTO OTHER THAN AUTO ONLY: i
EACHACCIDENT $
AGGREGATE $
EXCESS LIABILITY EACH OCCURRENCE $
UMBRELLA FORM AGGREGATE $
OTHER THAN UMBRELLA FORM $
WORKERS COMPENSATION AND - H - -.':
EMPLOYERS'LIABILITY TORY LIMITS ER -,
EL EACH ACCIDENT $ i
THE PROPRIETOR/ INCL EL DISEASE-POLICY LIMIT $
PARTNERS/EXECUTIVE
OFFICERS ARE: EXCL EL DISEASE-EACH EMPLOYEE $
COTHER EON G21654693001 04/01/04 04/01/05 $1,000,000
ARCHITECTS&ENG. ""'CLAIMS MADE" "' PER CLAIM/AGGREGATE
PROFESSIONAL LIAR. DEFENSE INCLUDED
DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/SPECIAL ITEMS
RE: GENERAL ENGINEERING&BUILDING PLAN CHECKING AND ARCHITECTURAL SERVICES(3 YEARS). CITY OF SAN JUAN CAPISTRANO IS
NAMED AS AN ADDITIONAL INSURED FOR GL COVERAGE,BUT ONLY AS RESPECTS WORK PERFORMED BY OR ON BEHALF OF THE NAMED
INSURED. "CG20101185 ATTACHED".
--: mow...
Mk
MW
m SHOULD ANY OF THE POLICIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF.
THE INSURER AFFORDING COVERAGE WILL EH %W MAIL_'40 DAYS WRITTEN NOTICE TO THE
CITY OF SAN JUAN CAPISTRANO CERTIFICATE HOLDER NAMED HEREIN,
ATTN:MEG MONAHAN,CMC
32400 PASEO ADELANTO KE
SAN JUAN CAPISTRANO,CA 92675
MARSH USA INC.
BY: John F Wesley
VALID AS OF: 04/01/04
I
POLICY NUMBER:HDO G20591365 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES
OR CONTRACTORS (FORM B)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
1. Name of Person or Organization:
CITY OF SAN JUAN CAPISTRANO
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations as
applicable to this endorsement.)
WHO IS AN INSURED (Section II)is amended to include as an insured the person or organization shown in the
Schedule, but only with respect to liability arising out of"your work"for that insured by or for you.
CG 20 10 11 85 Copyright, Insurance Services Office, Inc., 1984
POLICY NUMBER: ISA H07850451 COMMERCIAL BUSINESS AUTO LIAB.
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY
ADDITIONAL INSURED - DESIGNATED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL BUSINESS AUTO LIABILITY COVERAGE PART.
Name of Person or Organization: Schedule
CITY OF SAN JUAN CAPISTRANO
(If no entry appears above, information required to complete this endorsement will be
shown in the Declarations as applicable to this endorsement.)
WHO IS AN INSURED (Section II) is amended to include as an insured the person or
organization shown in the Schedule as an insured but only with respect to liability
arising out of your operations or premises owned by or rented to you.
CG 20 26 11 85
CG 2025 1185 P&D.doc
C CERTIFICATE NUMBER LII
-MARSH
eRTWI& SU illd
; -Ml,il
I RAWCA
LOS-000277374-11
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS
Marsh Risk& Insurance Services NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE
777 South Figueroa Street POLICY.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE
CA License#0437153 AFFORDED By THE POLICIES DESCRIBED HEREIN,
Los Angeles, CA 90017 COMPANIES AFFORDING COVERAGE
Attn:Michelle Ridgle (213)346-5588
COMPANY
6510-AECOM-CAS-2004 CBA JVVHIT ORAN CA A ACE American Insurance Company
INSURED COMPANY
P&D CONSULTANATS, DBA B
COTTON/BRIDGES/ASSOCIATES INC,
800 E. COLORADO BLVD., SUITE 270 COMPANY
PASADENA,CA 91101 C Illinois Union Insurance Company
COMPANY
D National Union Fire Insurance Company of PA
COVERAGES
THIS IS TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MY
PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT 70 ALL THE TERMS,CONDITIONS AND EXCLUSIONS OF SUCH POLICIES AGGREGATE
LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS
CO POLICY EFFECTIVE POLICY EXPIRATION
LTR TYPE OF INSURANCE POLICY NUMBER DATE MMUDIDUYI) DATE tMMIDDIYY) LIMITS
• GENERAL LIABILITY HDO G20591365 04/01/04 04101/05 GENERAL AGGREGATE $ 2,000,000
X COMMERCIAL GENERAL LIABILITY PRODUCTS-COMPTOP AGG $ 4,000,000
—1 CI-AIMS MADE lxj OCCUR PERSONAL&ADV INJURY $ 2,000,000
OWNER'S&CONTRACTOR'S PROT EACH OCCURRENCE $ 2,000,000
FIRE DAMAGE(Any one fire) $ 1,000,000
MED EXP An one person) $ 5,000
• AUTOMOBILE LIABILITY ISA H07850451 04/01/04 04/01/05 COMBINED SINGLE LIMIT $ 1,000,000
• X ANY AUTO CAL H0785058A 04/01104 04/01105
ALL OWNED AUTOS BODILY INJURY $
SCHEDULED AUTOS (Per P.rA.r)
HIRED AUTOS BODILY INJURY $
NON-OWNEDAUTOS (Per accident)
PROPERTY DAMAGE $
GARAGE LIABILITY AUTO ONLY-EA ACCIDENT
ANY AUTO OTHER THAN AUTO ONLY.
EACH ACCIDENT
AGGREGATE $
• EXCESS LIABILITY BE 297-80-17 04101/04 0401/05 EACH OCCURRENCE $ 1,000,000
UMBRELLA FORM AGGREGATE $ 1,000,000
OTHER THAN UMBRELLA FORM $
WORKERS COMPENSAION AND
EMPLOYERS'LIABILITY —TTMORY717MITS=ER Ig'.
ET_EkCHACC3DENT $
THE PROPRIETOR'
PARTNERS/EXECUTIVE INCL EL DISEASE-POLICY LIMIT $
OFFICERS ARE. EXCI, EL DISEASE-EACH EMPLOYEE $
urnw EON G21654693 001 114101104 04101105 1$2,000,000
ARCHITECTS&ENG. ""'CLAIMS MADE" PER CLAIM/AGGREGATE
PROFESSIONAL LIAB. DEFENSEINCLUDED
DESCRIPTION OF OPERATIONSILOCATIONSIVEHICLESISPECIAL ITEMS
RE: ALL PLANNING OPERATIONS INCLUDING BUT NOT LIMITED TO SJC HONEYMAN SP EIR. THE CITY OF SAN JUAN CAPISTRANO IS NAMED
AS AN ADDITIONAL INSURED FOR GL COVERAGE,BUT ONLY AS RESPECTS WORK PERFORMED BY OR ON BEHALF OF THE NAMED INSURED.
WAIVER OF SUBROGATION IS HEREBY GRANTED IN FAVOR OF CERTIFICATE HOLDER FOR GL,AL&UMB.COVERAGES. 'CG20101185
ATTACHED".
,ZA NO ILLATION
SHOULD ANY OF THE POLICIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,
THE INSURER AFFORDING COVERAGE WILL E# WW MAIL In DAYS WRITTEN NOTICE TO THE
CITY OF SAN JUAN CAPISTRANO CERTIFICATE HOLDER NAMED HEREIN,
DIRECTOR OF ADMINISTRATIVE SERVICES
32400 PASEC,ADELANTO
SAN JUAN CAPISTRANO,CA 92675 ply XXXXXXXX XXXXXXXX)CK
MARSH USA INC.
BY John FWesley
r,
VALID AS OF:r04! 1104
4
.... .. . ... ....
... ... . . .........
...........
........ .. ......
................ ...............
.... . ... ...... I.....
POLICY NUMBER: ISA H07850451 COMMERCIAL BUSINESS AUTO LIAB.
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY
ADDITIONAL INSURED - DESIGNATED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL BUSINESS AUTO LIABILITY COVERAGE PART.
Name of Person or Organization: Schedule
CITY OF SAN JUAN CAPISTRANO
(If no entry appears above, information required to complete this endorsement will be
shown in the Declarations as applicable to this endorsement.)
WHO IS AN INSURED (Section II) is amended to include as an insured the person or
organization shown in the Schedule as an insured but only with respect to liability
arising out of your operations or premises owned by or rented to you.
CG 20 26 11 85
CG 20281185 COA.Am
POLICY NUMBER:HDO G20591365 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY.PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES
OR CONTRACTORS (FORM B)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
1. Name of Person or Organization:
CITY OF SAN JUAN CAPISTRANO
(If no entry appears above,information required to complete this endorsement will be shown in the Declarations as
applicable to this endorsement.)
WHO IS AN INSURED(Section II)is amended to include as an insured the person or organization shown in the
Schedule, but only with respect to liability arising out of"your work"for that insured by or for you.
CG 20 10 1185 Copyright, Insurance Services Office, Inc., 1984
A SI � L'1N'- � IRA DATE IMM/DD YY)
4:
tb5-17ba2T737a-11 04/01/04
PRODUCER COMPANIES AFFORDING COVERAGE
Marsh Risk&Insurance Services COMPANY
777 South Figueroa Street
CA License#0437153 E
Los Angeles, CA 90017
Attn:Michelle Ridgle (213)346-5588 COMPANY
F
06510-AECOM-CAS-2004 CBA JWHIT ORAN CA
INSURED
P&D CONSULTANATS,DBA COMPANY
COTTON/BRIDGES/ASSOCIATES INC. G
800 E.COLORADO BLVD., SUITE 270
PASADENA, CA 91101
COMPANY
H
CONTINUED FROM DESCRIPTION SECTION:
CITY OF SAN JUAN CAPISTRANO
DIRECTOR OF ADMINISTRATIVE SERVICES
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO,CA 92675
MARSH USA INC.BY
John F Wesley
ISSUE DATE(MMfUO"
412417M3
FORMATION ONLY AND CONFERS NO
FRTIFICATE DOES NOT AMEND,
Y THE POLICIES BELOW
.10-3200 COMPANIES AFFORDING COVERAGE
A Co of the State of PA
CODE SUB-CUDE
INSURED
P&D Consultants, D8 : Cottonf'3=Kdge_,/ASsoc.1abas C�MPAW C
Cotton/Br
I
I
800 F. Colorado Blvd.c, ()
Pasadena, CA 91101 1r:--_R
CaWAW
D
E_
THIS 15 TO CERTIFY THAT POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUL0 TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED NOTWITHSTANDING ANY REOUIREMENT,TERM OR CONDITION OF A14Y coNTPArT 04 EITHER DOCUMENT WITH RESPECT 10 WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN THE INSURANCE AFFORDED BY THE POLIC I[S DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS•
EXCLUSIONS AND CONDITIONS Of SUCH POLICIES. THE L1MfTS SHOWN MAY RAVE BIFEN REDUCED BY PAID CLAIMS.
TYPE OF INSURANCE POLICY NUMN R PZIC_yr.7.=w ALL LIMITS IN THOUSANDS
AA-Im
GENERAL LIADILITY
CO�,RCIAL GLN�L LlAfltIrY P�DLICT�,C�P)"AgQWOATC
CLA�_MADE acc�. .Ncr PE...�Ak A ADVERTISING 1.�-Y $
rACH�11.LRRF�
VL A C�MACT014A PRMFCT�
IMF UAMOF Ow ONIF RIM
MMR
MPENSk(AW ONE FMOM S
--TAUTORNOBILE I JAWLITY
ANYAMO
ALL O�D AM. =L1 w
SCHF�.VDAMLffi R MRS!!
r -
HIREDAUTO, i ..OlkyW upl
GA14AOF,UARILIW
rROrwRTYM.Pr
EXCESS LiA8111TY r-ArN ACSRrGATE
OCCURRENCE
OTHER THAN UWRELLA ronm
I L S
A WORKERS'COLVENSATION WC621 1 W(AO S) 41112(103 4/112004 STATUTORY VL--m
A AND WC-5211044(CA) 4111n03 41112004 1,000 T,.ArCIDENT)
EMPLOYERS'LIADILFTY I:QDG Poncru
1.0no MIAEA.L"�Em"r'rem
Cii),IER II
DESCRIPTION OF OPERATIONSILOCAT)ONSKHICLEMESIRICTIONSWEGIAL TFIF114S. PSDB HAD392
Re.SJC Honeyman SP FIR
SHOUI D ANY OF TELL ABOVE OE:qCRIBIED POLICIES HE CANCELLED BEFORE THE
EXPIRATION DATE THFREOF,THE ISSUING COMPANY WILL ENDEAVOR TO MAIL
City of San Juan Capistrano ECE-1v SO DAYS WRITTEN NOTICE TO THE CERTIF IGATE HOLDER NAMED TO THE LEFT,
-rector of AdmInIstrall"Semf� R RUT FAILURE TO MAII.SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR I ABILITY
WO Paseo Adelanto
AY Ian Juan Capistrano,CA 92675 M - 2M
:S , OF ANY KIND UPON THE COMPANY.FT5ACrNTS OR REPRESENTATIVES
AUTHORIZED REPRESENTATIVE
W r"m=rqAwavmS
I ISSUE DATE(MIWOD"
tI
PRODUCER
–11,S;;FRI-iCAIT ISSW OAS A MATTER OF INFORMATION ONLY AND rONF-ERi—mo–
Aon Risk Servicen, Ei—ioutmcvn ��,ERIfFICATE HOLDER. THIS CERTIFICATE Does NOT AMEND,
(07 Wilshire BoUlelazd, "UAP E,AU NIL;OF At lFR!HE COVERAGE AFFORDED BY THE POLICIESSEI(YIN
Los Angeles,CqlifuITI, -40D,F,
(213)630-320r,
COMPANIES AFFORDING COVERAGE
A insurance Go. of the State of PA
CODE
INSURED
CBA Inc., DBA: hM.
800 F.Colorado Blvd.,suite 270 c
Pasadena,CA 91101 toMaANr
THIS IS TO CERTIFY THAT POLICIF3 OF INSURANCE- LISTED BEI OW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED- NOTWITHSTANDING ANY REQUIREMFNT. 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 INE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS.
EXCLuSI0NS,AND CONnrR0NSOF SUCHPoEtETFS THE 1-TMnS,SHOWN MAY MAVT BEEN REDUCLUBY PAID CLAIMS
co TYPE OF INSURANCE ;MIC'fINSATICN ALL LIMITS IN THOUSANDS
GENERAL LINEIT"
C WitN31AL CIENTRAL UFeIIm PR.tAI "OMPA b A...ItOATE $
CLAIMS WOE RA*kAtAIL A ADY TIWNO INJURY
0'WRA9fA,:,H0CcU,,SE.cF
mm,Ov rl,EI
MtDIGL EAPENAF MW ONn ftR&OP4I
AUTOMOBILE LIABILITY
ALLOMI
.CI`STI,tLE�A11TOC I 'E.
EXCESS LIABILITY EACH AGGRFOATE
OCcuggEllCE$
$
A WORXERS'COMPENSATION WV.5211E*3jA0S) i 411r2W3 41112001A 4 STATUTORY
A AND WC621 1114 4(CVk,) FOLIO 1F.ICNACOAFNO
EMPLOYERS'LIABILITY I A FODD 4bIV"VPOLWVOMIn
DESCRIPTION OF OPERATION.I;ILOCATIONSNtfl[CLFSIRESTRiC I]ONSISPFCIAL ITEMS: CSAn ?
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES AF CANCELLED BEFORE THE
FXPIRATICH DATE THEREOF,THE ISSUING COMPANY WILL ENEFAVOR TO MAIL
The City of San Juan Capistrano 10_ DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,
Attn: Lynette
32400 Prison,Adolanto It BUT FAtLURF TO MAIL SUCH NOTICE SHALE NPOSU NO OBLIGATION OR LIABILITY
-is
Son Juan Capistrano, CA 92675 OF ANY KIND UPON i HE COMPANY,ITS AGEV DR RLPRr�SENTATIVES.
AUT"ORTZF0 NErRF*LNTA HVF
g 110M 6
: R �JCERTIFICATE NUMBER
I ZZ,t
"'M
LOS400277374-08
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS
Marsh Risk& Insurance Services NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE
777 South Figueroa Street POLICY.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE
CA License#0437153 AFFORDED BY THE POLICIES DESCRIBED HEREIN.
Los Angeles,CA 90017 COMPANIES AFFORDING COVERAGE
Attn: Michelle Ridgle (213)346-5588
COMPANY
PANY
510-AECOM-CAS-2003 CBA JWHIT ORAN CA A ACE American Insurance Company
INSURED COMPANY
P&D CONSULTANATS,IDEA B
COTTOINI
800E.CODLORA OIABAL9V@DMS1AUT1TTE2*74T0- COMPANY
PASADENA, CA 91101 C Illinois Union Insurance Company
COMPANY
D National Union Fire Insurance Company of PA
THIS IS TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY
PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,CONDITIONS AND EXCLUSIONS OF SUCH POLICIES.AGGREGATE
LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CI-AIMS.
CO TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS
LTR DATE(MMIDDNY) DATE(MMIDONY)
A GENERAL LIABILITY HDO G20589905 04/01/03 04/01/04 GENERAL AGGREGATE $ 2,000,000
X COMMERCIAL GENERAL LIABILITY PRODUCTS m COMPIOP AGG $ 2,00,000
—1 CI-AIMS MADE [K]OCCUR PERSONAL&ADV INJURY $ 2,000,000
OWNERS&CONTRACTOR'S PROT EACH OCCURRENCE $ 2,000,000
FIRE DAMAGE(My one fire) $ 1.000,000
MED EXP An one person) $
A AUTOMOBILE LIABILITY ISA H07849631 04/01/03 04/01/04 COMBINED SINGLE LIMIT $ 1,000,000
X ANY AUTO
ALL OWNED AUTOS BODILY IVRY $
SCHEDULED AUTOS (Per peI
HIRED AUTOS BODILY INryj..l $M
NON-OWNED AUTOS (Per acod
PROPE
GARAGE LIABILITY AUTO ONL)F�CCIDE I-A
ANYAUTO OTHER TR�t�CTO ONW
il?tCH ACCIDENT $
C:)AGGREGCQ $
EXCESS LIABILITY BE 2860160 04101/03 04/01/04 EACH OCCURRENCE $ 1,000,000
UMBRELLA FORM AGGREGATE $ 1,000,000
OTHER THAN UMBRELLA FORM $
WORKERS COMPENSAFION AND WCSTATIU Hy q
�
EMPLOYERS'LIABIUTY TORY LIMITS
IM 7 S1 I OETR
EL EACH AC $
THE PROPRIETOR/ INCL
EL DISEASE-POLICY LIMIT PARTNERS/EXECUTIVE
OFFICERS ARE EXCL EL DISEASE-EACH EMPLOYEE I$
EON G11614693 001 04/01/03 04/01/04 $2,000,000
ARCHITECTS&ENG. '"'CLAIMS MADE" PER CLAIM/AGGREGATE
PROFESSIONAL LIAB. DEFENSE INCLUDED
DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/SPECIAL ITEMS
RE: ALL PLANNING OPERATIONS INCLUDING BUT NOT LIMITED TO SJC HONEYMAN SID EIR. THE CITY OF SAN JUAN CAPISTRANO IS NAMED
AS AN ADDITIONAL INSURED FOR GL COVERAGE,BUT ONLY AS RESPECTS WORK PERFORMED BY OR ON BEHALF OF THE NAMED INSURED.
WAIVER OF SUBROGATION IS HEREBY GRANTED IN FAVOR OF CERTIFICATE HOLDER FOR GL,AL&UMB.COVERAGES. "CG20101185
ATTACHED".
�Pftn 4k, � �10 r'11011 "hii'!M1.N, `0*0
0 1.21 ffiv...1,01*11"1151ft
SHOULD ANY OF THE POLICIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DAM THEREOF.
THE INSURER AFFORDING COVERAGE WILL ENNNQI!iaX MAIL In DAYS WRITTEN NOTICE TO THE
CITY OF SAN JUAN CAPISTRANO CERTIFICATE HOLDER NAMED HEREIN.
DIRECTOR OF ADMINISTRATIVE SERVICES
32400 PASEO ADELANTO E
SAN JUAN CAPISTRANO,CA 92675
MARSH USA INC.
BY. John F WesleyyC
.......... lff'R
1113tH "L t1 `fin 11` SM."W--,
Aff
VALID AS OF:�508/27/03
P.M is shisimm" twiig
R IN% L ROB IF, Rr,� Aw
A 1,111,11
gig
5
d ' DATE IMMIDONY)
08/27/03I 7
PRODUCER COMPANIES AFFORDING COVERAGE
Marsh Risk&Insurance Services COMPANY
777 South Figueroa Street
CA License#0437153 E
Los Angeles,CA 90017
Attn:Michelle Ridgle (213)346-5588 COMPANY
F
06510-AECOM-CAS-2003 CBA JWHIT ORAN CA
INSURED
P&D CONSULTANATS, DBA COMPANY
COTTON/BRIDGES/ASSOCIATES INC. G
800 E.COLORADO BLVD.,SUITE 270
PASADENA,CA 91101
COMPANY
H
Ittil l IM1,A_i3� ~'" I... !-W;`-v MC ' * v y} s_!;t�.r�
WWi3
..tom.._...:.
CONTINUED FROM DESCRIPTION SECTION:
CITY OF SAN JUAN CAPISTRANO
DIRECTOR OF ADMINISTRATIVE SERVICES
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO,CA 92675
MARSH USA INC.BY
John F Wesley
POLICY NUMBER: HDOG20589905 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY.PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES
OR CONTRACTORS (FORM B)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
1. Name of Person or Organization:
RE: ALL PLANNING OPERATIONS INCLUDING BUT NOT LIMITED TO SJC
HONEYMAN SP EIR.
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations as
applicable to this endorsement.)
WHO IS AN INSURED(Section II)is amended to include as an insured the person or organization shown in the
Schedule,but only with respect to liability arising out of"your work"for that insured by or for you.
CG 20 10 11 85 Copyright, Insurance Services Office, Inc., 1984
3400 PASEO ADELANTO La MEMBERS OF THE CITY COUNCIL
SAN JUAN CAPISTRANO, CA 92675 / mnvuuu DDIANCOULENECAMPBELL
(949) 4931171 mumu 1961 JOHN S.GELFF
(949) 493.1053 (FAX) 1776 MATT HART
www..sanjuancapistrano.org • • DAVID M.SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
March 11, 2002
P & D Consultants
999 Town & Country Road, 4I Floor
Orange, California 92668
RE: Compliance with Insurance Requirements - Plan Check Services
The following insurance documents are due to expire:
Y General Liability Certificate 4/1/2002
-
V General Liability Endorsement naming the City of San Juan Capistrano as
additional insured.
V Automobile Liability Certificate 4/1/2002
Workers Co*ensation Certificate 3/23/2002 3�2S�oL
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,
AQVVV�A&W- x.6g/z�
Dawn M. Schanderl
Deputy City Clerk
cc: William Huber, Director of Engineering & Building
DIfUp USE
IS
San Juan Capistrano: Preserving the Past to Enhance the Future
MARSH USA INC. • CERTIFICATE L
INSURANCE CERTIFICAT R
os-000110072-NUMBER
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS
Marsh Risk&Insurance Services NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE
License No.0437153 POLICY.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE
777 South Figueroa Street AFFORDED BY THE POLICIES DESCRIBED HEREIN.
Lon Angeles, 90017 COMPANIES AFFORDING COVERAGE
Attn: Denise Turner -- - - _ .
COMPANY
6510-50300-L1-2002 P&D A Pacific Employers Insurance Company
INSURED COMPANY
P&D CONSULTANTS, INC. B N/A
999 TOWN&COUNTRY RD,SUITE 300
ORANGE,CA 92868 COMPANY
C United National Insurance Company
COMPANY
D N/A
COVERAGES ".
THIS IS TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT.TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY
PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,CONDITIONS AND EXCLUSIONS OF SUCH POLICIES.LIMITS SHOWN
MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CO POLICY EFFECTIVE POLICY EXPIRATION
LTR TYPE OF INSURANCE POLICY NUMBER DATE(MM/DDNY) DATE(MMIDDIYY( LIMITS
A GENERAL LIABILITY IHDO G 20589218 04/01/02 04/01/03 $I .
GENERALAGGREGATE 1,000,000
x COMMERCIAL GENERAL LIABILITY PRODUCTS-COMPIOP AGG $ 1,000,000
KCLAIMS MADE OCCUR PERSONAL&ADV INJURY $ 1,000,000
OWNER'S&CONTRACTOR'S PROT EACH OCCURRENCE $ 1,000,000
FIRE DAMAGE Any one fire) $ 1,000,000
MED EXP An one erson $
A AUTOMOBILE LIABILITY ISA HO 7849783 04/01/02 04/01/03 COMBINED SINGLE LIMIT $ 1,000,000
X ANYAUTO _
ALL OWNED AUTOS BODILY INJURY $
SCHEDULED AUTOS (Per person)
HIRED AUTOS BODILY INJURY $
NON-OWNED AUTOS (Per accident)
PROPERTY DAMAGE $
GARAGE LIABILITY ( AUTO ONLY-EA ACCIDENT $
ANY AUTO OTHER THAN AUTO ONLY
EACH ACCIDENT $
P i AGGREGATE $
EXCESS LIABILITY - EACH OCCURRENCE I$
i� UMBRELLA FORM AGGREGATE $
OTHER THAN UMBRELLA FORM
WORKERS COMPENSATION AND
EMPLOYERS'LIABILITY TORY LI ITS ER
EL EACH ACC NT
THE PROPRIETOR/ INCL EL DISEASE-P&Gy JaM $ tT
PARTNERS/EXECUTIVE
OFFICERS ARE: EXCL EL DISEASE-EA£HE6tPL'UYEET
C OTHER PLP-2000104 04/01/00 04/01/03 $1,000,000,'-11 � rn
ARCHITECTS&ENG. "'CLAIMS MADE" ' PER CLAIMiA GAT9F
Cos
PROFESSIONAL LIAB. DEFENSE 16CCtUA't=D �
DESCRIPTION OF OPERATIONSILOCATIONSNEHICLESISPECIAL ITEMS(LIMITS MAY BE SUBJECT TO DEDUCTIBLES OR RETENTIONS) r\D
RE:CITY OF SAN JUAN CAPISTRANO LANDSLIDE REPAIR. CERTIFICATE HOLDER IS INCLUDED AS AN ADDITIONAL INSURED FOR THE GL
COVERAGE, BUT ONLY AS RESPECTS WORK PERFORMED BY OR ON BEHALF OF THE NAMED INSURED,CG20101185 FORM IS ATTACHED.
CERTIF(CA7E H{?Lf1ER -
:,CA CELL
SHOULD ANY OF THE POLICIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,
THE INSURER AFFORDING COVERAGE WILL ENDEAVOR TO MAIL In DAYS WRITTEN NOTICE TO THE
CITY OF SAN JUAN CAPISTRANO CERTIFICATE HOLDER NAMED HEREIN,BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR
ATTN:AMY AMIRANI
32400 PASEO ADELANTO LIABILITY OF ANY KIND UPON THE INSURER AFFORDING COVERAGE,ITS AGENTS OR REPRESENTATIVES.
SAN JUAN CAPISTRANO,CA 92675
MARSH USA INC. /
BY: John F Wesleyi[-
l: 14 MIT,1(1119 ' ;q VALOA9!OF.:04/011,W
MARSH USA INC. CERTIFICATES INSURANCE CERTIFICATENUMBER
LOS-000260622-00
PRODUCER TRIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS
Marsh Risk& Insurance Services NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE
License No.0437153 POLICY.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE
777 South Figueroa Street AFFORp ED BV THE POLICIES DESCRIBED HEREIN.
Los Angeles, 90017 COMPANIES AFFORDING COVERAGE
'
Attn: Denise Turner/213-346-5650 -
COMPANY
6510-50300-L1-2002 P&D A Pacific Employers Insurance Company
INSURED COMPANY
P&D CONSULTANTS, INC. B N/A
999 TOWN&COUNTRY RD,SUITE 300 —
ORANGE,CA 92868 COMPANY
C United National Insurance Company
COMPANY
D N/A
COVERAGESTHIS IS TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY
PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,CONDITIONS AND EXCLUSIONS OF SUCH POLICIES.LIMITS SHOWN
MAY HAVE BEEN REDUCED BY PAID CLAIMS.
COI POLICY EFFECTIVE POLICY EXPIRATION
LTR TYPE OF INSURANCE POLICY NUMBER DATE(MMIDDIYY) DATE(MM/DDNY) LIMITS
A GENERAL LIABILITY IHDO G 20589218 .04/01/02 04/01/03
GENERAL AGGREGATE $ 1,000,000
X COMMERCIAL GENERAL LIABILITY PRODUCTS-COMPIOP AGG $ 1,000,000
J CLAIMS MADE OCCUR PERSON�URY $ 1,000,000
OWNER'S&CONTRACTOR'S PROT EACH OCCURRENCE $ 1.000.000
FIRE DAMAGE(Any one fire) $ 1,000,000
MED EXP An one erson $
AUTOMOBILE LIABILITY
A ISA H07849783 04/01/02 04/01/03 COMBINED SINGLE LIMIT $ 1,000,000
X ANY AUTO
ALL OWNED AUTOS BODILY INJURY $
SCHEDULED AUTOS (Per person)
HIREDAUTOS BODILVINJURY $
NON-OWNED AUTOS (Per a=dept)
PROPERTY DAMAGE $
GARAGE LIABILITY AUTO ONLY-EAACCIDENT $
ANY AUTO OTHER THAN AUTO ONLY:
EACHACCIDENT $
P, I AGGREGATE $
EXCESS LIABILITY EACH OCCURRENCE $
UMBRELLA FORM AGGREGATE $
OTHER THAN UMBRELLA FORM
WORKERS COMPENSATION AND -
EMPLOYERS'LIABILITY TORVLI TS PRIX
ELEACHACCI NT $
THE PROPRIETOR/ INCL 37
PARTNERSIEXECUTIVE
OFFICERS ARE: EXCL EL DISEASE-EACH E L6YEE O
C OTHER PLP-2000104 04/01/00 04/01/03 $1,000,000'.
ARCHITECTS&ENG. "'CLAIMS MADE" PER CLAI- to REGA-g
m
PROFESSIONAL LIAR. DEFENSE 1NCLYbDfD c
s
DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLESISPECIAL ITEMS(LIMITS MAY BE SUBJECT TO DEDUCTIBLES OR RETENTIONS) p
RE: GENERAL ENGINEERING&BUILDING PLAN CHECKING AND ARCHITECTURAL SERVICES(3 YEARS). CITY OF SAN JUAA'NkPISTRANO IS
NAMED AS AN ADDITIONAL INSURED FOR GL COVERAGE,BUT ONLY AS RESPECTS WORK PERFORMED BY OR ON BEHALF OF THE NAMED
INSURED. "CG20101185 ATTACHED".
CERTIFICATE HOLDERGAIYeELLATtCSN
SHOULD ANY OF THE POLMIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,
THE INSURER AFFORDING COVERAGE WILL EAA'rl(�MAIL In DAYS WRITTEN NOTICE TO THE
CITY OF SAN JUAN CAPISTRANO CERTIFICATE HOLDER NAMED HEREIN,
ATTN:MEG MONAHAN,CMC
32400 FAZED ADELANTO
SAN JUAN CAPISTRANO,CA 92675
MARS"USA INC.
eV: John FIN I esley
d
M!)M1(9f80) .`• ,` :1f,U 451OFi Obgf/0Z
MARSH USA INC. CiER��F�L'p1T E INSURANCE CERTIFICAT E NUMBER
v C "1 I'" V M 1 C l/ M V C L 5-000037120-00
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS
Marsh Risk&Insurance Services NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE
License No.0437153 POLICY. THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE
777 South Figueroa Street AFFORDED BY THE POLICIES DESCRIBED HEREIN.
Los Angeles, CA 90017 COMPANIES AFFORDING COVERAGE
Attn: Denise Turner/213-346-5650
COMPANY
6510-50300-Ll-2002 P&D A Pacific Employers Insurance Company
INSURED COMPANY
P&D CONSULTANTS, INC. B N/A
999 TOWN&COUNTRY RD,SUITE 300
ORANGE,CA 92868 COMPANY
C United National Insurance Company
COMPANY
D N/A
COVERAGES
THIS IS TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY
PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,CONDITIONS AND EXCLUSIONS OF SUCH POLICIES.LIMITS SHOWN
MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CO TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS
LTR DATE IMMIDDNY) DATE tMMIDDNY)
A GENERAL LIABILITY HDOG 20589218 104/01/02 04/01/03 GENERAL AGGREGATE $ 1,000,000
,I(I COMMERCIAL GENERAL LIABILITY PRODUCTS-COMPIOPAGG $ 1,000,000
CLAIMS MADEIx I
OCCUR PERSONALBADV INJURY $ _011000,000
OWNER'S&CONTRACTOR'S PROT - EACH OCCURRENCE $ 1.000,000
FIRE DAMAGE(My one fire) $ 1,OD0000
MED EXP IMY one arson $
A AUTOMOBILE LIABILITY ISA H0 7849783 04/01/02 :04/01/03
COMBINED SINGLE LIMIT $ 1 000,000
X
ANY AUTO
ALL OWNED AUTOS BODILY INJURY $
SCHEDULED AUTOS (Per person)
HIREDAUTOS BODILY INJURY
NONOWNEDAUTOS (Per accitleniL
➢r-,o h 77
PROPERTY pNAAOB $ FIT
GARAGE LIABILITY Mn
ONLY-_Y}:1'CGI T
ANY AUTO OTHER THANiIUTOILY'
E" 41dENT 10
p 22•
.AGGREGATE
EXCESS LIABILITY EACH OCCURRENCE
I UMBRELLA FORM AGGREGATE $
OTHER THAN UMBRELLA FORM $
WORKERS COMPENSATION AND - M
EMPLOYERS'LIABILI TY TORY LIMITS ER
_ EL EACH ACCIDENT $
THE PROPRIETOR/ INCL EL DISEASE-POLICY LIMIT $
PARTNERS/EXECUTIVE ilII
OFFICERS ARE EXCL EL DISEASE-EACH EMPLOYEE $
CIOTHER PLP-2000104 04/01100 04/01103 $1,000,000
ARCHITECTS&ENG. "'CLAIMS MADE" ' PER CLAIM/AGGREGATE
PROFESSIONAL LIAR. DEFENSE INCLUDED
DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/SPECIAL ITEMS(LIMITS MAY BE SUBJECT TO DEDUCTIBLES OR RETENTIONS)
RE:CONTRACT FOR PLAN CHECK AND DESIGN TEAM.CITY OF SAN JUAN CAPISTRANO.COMMUNITY REDEVELOPMENT AGENCY, ITS ELECTED
OR APPOINTED OFFICERS,OFFICIALS,EMPLOYEES AND VOLUNTEERS ARE NAMED AS ADDITIONAL INSUREDS FOR GL COVERAGE,BUT ONLY
AS RESPECTS WORK PERFORMED BY OR ON BEHALF OF THE NAMED INSURED.LIABILITY ENDORSEMENT FOR CITY OF SAN JUAN
CAPISTRANO ATTACHED.
CERTIFICATE H01:OER CAMCE4tAT10H .
SHOULD ANY OF THE POLICIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,
THE INSURER AFFORDING COVERAGE WILL EKI66KVSX1rcX MAIL AA DAYS bMIfTEN NOTICE TO THE
SAN JUAN CAPISTRANO,CITY OF CERTIFICATE HOLDER NAMED HEREIN,
COMMUNITY REDEVELOPMENT AGENCY
ATTN:WILLIAM M.HUBER
DIRECTOR OF ENGINEERING AND BUILDING
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO,CA 92675 MARSH USA INC.
BY: John F Wesleyil�c
: : :VALID AS.OF:04104/02':. .
..A61401UP. CERTIFIOTE OF INSURAWW ISSUE DAT
3/31/203OD YY
PRODUCER DM THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLYAND CONFERS NO
Aon Risk Services, Inc.of Southern California RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND,
707 Wilshire Boulevard, Suite 6000 EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW
Los Angeles, California 90017
(213)630-3200 COMPANIES AFFORDING COVERAGE
COMPANY
LETTER A Insurance Co. of the State of PA
CODE SUB-CODE COMPANY
INSURED LETTER B
P&D Consultants Inc., (CA) COMPANY C
Attn:Judy White LETTER j
999 Town&Country Rd.,4th FL. COMPANY
Orange, CA 92868 D
LETTER
COMPANY E
LETTER
COVERAGES
THIS IS TO CERTIFY THAT 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. THE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CO TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION ALL LIMITS IN THOUSANDS
LYR DATE(MIADD/ DATE(MM/DDM')
GENERAL LIABILITY GENERALAGGREGATE $
COMMERCIAL GENERAL LIABILITY PRODUCTS-COMP/OPS AGGREGATE $
CI-AIMS MADE OCCURRENCE PERSONAL&ADVERTISING INJURY $
OWNERS&CONTRACTORS PROTECTIVE EACH OCCURRENCE $
FIRE DAMAGE(ANY ONE FIRE) $
MEDICAL EXPENSE(ANY ONE PERSON) $
AUTOMOBILE LIABILITY
ANY AUTO CSL
ALL OVANED AUTOS BODILY INJURY
SCHEDULED AUTOS (PER PERSON)
HIRED AUTOS BODILY INJURY
NONDINNEDAUTOS (PERACCIDENT)
GARAGE LIABILITY
PROPERTY DAMAGE
EXCESS LIABILITY EACH AGGREGATE
OCCURRENCE
L UMBRELLA FORM $ $
'.OTHER THAN UMBRELLA FORM
$ $
A WORKERS'COMPENSATION WCx211 os3(AOS) 4/1/203 4/1/2004 STATUTORY k
A AND WC5211044(CA) 4/1/2003 4/1/2004 $ 1.000 (EACH ACCIDENT)
EMPLOYERS'LIABILITY $ 1.000 (DISEASEPOUCYUMIT)
1,000 (DISEASE EACH EMPLOYEE)
OTHER = a T
L 6 N
Ccs s m
DESCRIPTION OF OPERATIONSILOCATIONSNEHICLES/RESTRICTIONSISPECIAL ITEMS: 2� 0 PDCICA4231
JOD:General Engineering&Building Plan Checking And Architectural Services(3 Years) C- w m
N�
CE<RTIMCATEHOLE1ER :: CANdIt"L OM {�y
SHOULD ANY OF THE ABOVE DESCRIBED POLICIMQ BE CANQgLLED F?ORE THE
- EXPIRATION DATE THEREOF,THE ISSUING COMORNY WILLQVDEAVOR TO MAIL
City of San Juan Capistrano 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE 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 AGE TS OR REPRESENTATIVES.
Attn:Meg Monahan, CMC
AUTHORIZED REPRESENTATIVE
ACC '2B S'3/69 "CORO CORhC1RATMIN 1999
- V401t�e CERTIFAUE OF INSURANSE ISSUE DATE
3/31/2003DD/YY)
1'
PRODUCER DM THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO
Aon Risk Services, Inc. of Southern California RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND,
707 Wilshire Boulevard, Suite 6000 EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW
Los Angeles, California 90017
(213)630-3200 COMPANIES AFFORDING COVERAGE
COMPANY
LETTER A Insurance Co. of the State of PA
CODE SUB-CODE COMPANY
INSURED LETTER B
P&D Consultants Inc., (CA) COMPANY C
Attn:Judy White LETTER
999 Town&Country Rd.,4th FL. COMPANY
Orange, CA 92868 D
LETTER
COMPANY E
LETTER
COVERAGES
THIS IS TO CERTIFY THAT 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. THE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
DD TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION ALL LIMITS IN THOUSANDS
LTR DATE(MMMD/ DATE(MMJDD/
GENERAL LIABILITY GENERALAGGREGATE $
COMMERCIAL GENERAL LIABILITY PRODUCTS-COMP/OPS AGGREGATE $
CLAIMS MADE OCCURRENCE PERSONAL&ADVERTISING INJURY $
OWNERS&CONTRACTORS PROTECTIVE EACH OCCURRENCE $
FIRE DAMAGE(ANY ONE FIRE) $
MEDICAL EXPENSE(ANN ONE PERSON) $
AUTOMOBILE LIABILITY
ANYAUTO CSL
ALL OWNED AUTOS BODILY INJURY
SCHEDULED AUTOS (PER PERSON)
HIRED AUTOS BODILY INJURY
NON-OWNED AUTOS (PER ACCIDENT)
GARAGE LIABIUTY
PROPERTY DAMAGE
EXCESS LIABILITY EACH AGGREGATE
OCCURRENCE
UMBRELLA FORM $ $
r OTHER THAN UMBRELLA FORM
$ $
A WORKERS'COMPENSATION W05211043(AOS) 4/1/2003 4.!1/2004 STATUTORY Fl
A AND WC5211044(CA) 4/112003 41V2004 $ J,OW (EACHACCIDEr
EMPLOYERS'LIABILITY $ 1,000 (DISEASE POLICY UMITI
$ 1,000 (DISEASE EACH EMPLOYEE)
OTHER CA
Z
.r
DESCRIPTION OF OPERATIONSILOCATIONSNEHICLESIRESTRICTN)NSISPECIAL IT EMS: nn s m PDCICA943
RE: Plan Check Services Z„~� 0
D� w m
-CI
00RTIFICATL HCNLbIER CA#CSL.LATjOiN '" > —i,+c
SHOULD ANY OF THE ABOVE DESCRIBED POLIGBE CALLED ORE THE
EXPIRATION DATE THEREOF,THE ISSUING COM Y WILL ENDEAV O MAIL
City of San Juan Capistrano - 30 DAYS WRITTEN NOTICE TO THE CERTIFIC,QE HOLDgMAMEO TO THE LEFT,
Attu: Dawn M.SChanderl BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY
Deputy City Clerk
92400 Paseo Adelanto OF ANY KIND UPON THE COMPANY,ITS AGE TS OR REPRESENTATIVES.
San Juan Capistrano, CA 92675 AUTHORIZED REPRESENTATIVE
�►�=� � eta GERTIFOATE OF INSURAME ISSUE
321/ 20 2oDm)
PRODUCER DM THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO
Aon Risk Services, Inc.of Southern California RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOTAMEND,
707 Wilshire Boulevard, Suite 6000 EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW
Los Angeles, California 90017
(213)630-3200 COMPANIES AFFORDING COVERAGE
COMPANY
LETTER A Pacific Employers Ins Co
CODE SUB-CODE COMPANY
INSURED LETTER B
P&D Consultants Inc-,(CA) COMPANY
Attn:Judy White LETTER
999 Town&Country Rd.,4th FL. COMPANY
Orange,CA 92668 D
LETTER
COMPANY E
LETTER
.. .I. .... .. .. ... i e
THIS IS TO CERTIFY THAT 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. THE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CO TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION ALL LIMITS IN THOUSANDS
LTR DATE MM/DD/YY) DATE MM,DO/VY)
GENERAL LIABILITY GENERAL AGGREGATE $
COMMERCIAL GENERAL LIABILITY PRODUCTS-0OMP/OPSAGGREGATE $
n CLAIMS MADE Ll OCCURRENCE PERSONAL 6 AOVERTISING INJURY $
r II ONMER$&CONTRACTORS PROTECTIVE EACH OCCURRENCE $
F1 FIRE DAMAGE(ANY ONE FIRE) $
MEDICAL EXPENSE(ANY ONE PERSON) $
AUTOMOBILE LIABILITY
L ANY AUTO CSL
L ALL OMNED AUTOS BODILY INJURY
❑SCHEDULED AUTOS (PER PERSON)
HIREDAUTOS BODILY INJURY
1:1(,NON�OMNED AUTOS (PERACCIDENT)
Iu GARAGE LIABILITY
u PROPERTY DAMAGE
EXCE$$LIABILrrY 14'tfd3ii lt �,51d{yu,.,,i'i EACH AGGREGATE
OCCI=NCC
rl UMBRELLA FORM T�ItiI �Y $ '� $
7 OTHER THAN UMBRELLA FORM
¢ fi T u' $M
A WORKERS'COMPENSATION WLR C43019867(AOS) 3/23/2002 4/1/2003 STATUTORY
is 9
A AND SCF C43019909(SC,MA,WI) 3/23/2002 4/1/2003 s - , -A'000 (0ii. Acc
EMPLOYERS'LIABILITY $ -a 1j,�Q0 roI0 BE P®CY LIMIT)
i_.- —o
$ 1,000 OMME EACH EMPLOYEE)
OTHER
O
N
DESCRIPTION OF OPERATIONSILOCATIONSNEHICLESIRESTRICTK)NSISPECIAL ITEMS: PDCICA2791
RE:Landslide Repair
....... .. .I BIr 'qs}� i i i{ Ii i i°I i iry! L ! !d a ........, t:
EFefllr~ANkRi�. ,,,E:. h: d i9..l.s/. .x .) 19 Lt �)4T1 .1..°: eTM 1f #.,°fie P llk7..°9Ia ,ii��I'I(l, Ii :.:°! " .
„!'ll SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF,THE ISSUING COMPANY WILL ENDEAVOR TO MAIL
City of San Juan Capistrano "317 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,
Attn:Amyireni ¢ i BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY
32400 Paseoeo Adelant
San Juan Capistrano,CA 92675 !i '! OF ANY KIND UPON THE COMPANY,ITS AGE R REPR_MENTATIVES.
c " AUTHORIZED REPRESENTATIVE
.. ... ...:n:..,.,
�IiIfF� �e CERTIF�ATE OF INSU, ', AGCE . " ISSUE DATE(MM/DD/YY)
3/21/2002
PRODUCER DM THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO
Aon Risk Services, Inc.of Southern California RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOTAMEND,
707 Wilshire Boulevard,Suite 6000 EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW
Los Angeles,California 90017
(213)630-3200 COMPANIES AFFORDING COVERAGE
COMPANY
lT
LETTER A Pacific Employers Ins Co
c
CODE SUB-CODE COMPANY B 7__,
INSURED LETTER -T „' -'' rn
P&D Consultants Inc., (CA) COMPANY ' m
Attn:Judy White `EWER C "'� pF. 'AA
999 Town &Country Rd.,4th FL. COMPANY
Orange,CA 92668 D s
LETTER —
COMPANY E N
E ER
::i d IFF t irl.
:tt. L i
iti��t
THIS IS TO CERTIFY THAT 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. THE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
cO TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION ALL LIMITS IN THOUSANDS
LTR DATE(M� DATE(MM/DD/YY)
GENERAL LIABILITY GENERAL AGGREGATE $
❑COMMERCIAL GENERAL LIABILITY PRODUCTS-COMP/OPS AGGREGATE $
❑CIAIMSMADE EI OCCURRENCE PERSONAL 6 ADVERTISING INJURY $
OWNERS 8 CONTRACTORS PROTECTIVE EACH OCCURRENCE $
1 1 FIRE DAGE(ANY ONE FIRE) $
L MAMEAICALE%PENSE(ANY ONEPERSONI $
AUTOMOBILE LIABILITY
ANY AUTO CSL
❑ALL OVMED AUTOS BODILY INJURY
❑SCHEDULED AUTOS (PER PERSON)
❑HIRED AUTOS BODILY INJURY
❑NON-OWNED AUTOS (PERACCIDENT)
❑GARAGE LIABILITY
❑ PROPERTY DAMAGE
EXCESS LUIBILITYEACH AGGREGATE
r."
OCCURRENCE
UMBRELLAFORM � ET $ $
J OTHER THAN UMBRELLA FORM
m
AWORKERS'COMPENSATION WLR C43DI9867(AOS) 3/23/2002 4/1/2003 STATUTORY
A AND SCF C43019909(SC,MA,WI) 3/23/2002 4/1/2003 $ 1,000 (EACH ACCID
EMPLOYERS'LlABILTTY $ 1,000 (DISEASE POLICY LIMIT)
$ 1,000 DISEASE EACH EMPLOYEE)
OTHER
DESCRIPTION OF OPERATIONSILOCATION&VEHICLESIRESTRICTIONSISPECIAL ITEMS: PDCICA 3
RE: Plan Check Services
it ._ _I vll o-'m,,`:'v Ste.'m":ir t' iGt'ta ' ..
=i? SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF,THE ISSUING COMPANY WILL ENDEAVOR TO MAIL
City of San Juan Capistrano ` DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,
Attn: Dawn M.SChanderl BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY
City Clerk
52400 Paseo Adelanto OF ANY KIND UPON THE COMPANY,ITS AGE S R REP NTATIVES.
82400
San Juan Capistrano, CA 92675 ! AUTHORIZED REPRESENTATIVE /
r
.1.iy�{, «.... t .. .. /r
kVSiTZn+.2 ..,a..I, ., .. _, ::... r•:ia..:`..I. .p. ...$.„t
a�:��►� i. CERTIFOATE OF INSURASCE ISSUE
321/ 2002DDYr
PRODUCER Dry( THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO
Aon Risk Services, Inc. of Southern California RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND,
707 Wilshire Boulevard,Suite 6000 EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW
Los Angles, California 90017
(213)630-3200 COMPANIES AFFORDING COVERAGE
s
COMPANY
LETTER A Pacific Employers Ins Co ry
CODE SUB-CODE COMPANY y _. rn
INSURED LETTER B
P& D Consultants Inc., (CA) COMPANY
Attn:Judy White a ea C s r r a
999 Town&Country Rd.,4th FL. COMPANY s
Orange, CA 92668 D
LETTER O
COMPANY E
LETTER y��T
'E,:S'141T1��` '. '�` : .. .. ."k" : T! : : ': .,.:,:': .. iu•.� i : S.4>I4..id.3 r',i�)"kA'9„friF.��("
THIS IS TO CERTIFY THAT 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. THE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CO TYPE OF INSURANCE POLICY NUMBER POLICYEFFECTIVE POLICY EXPIRATION ALL LIMITS IN THOUSANDS
LTR DATE(MM)DM DATE MMIODIV'N
GENERAL LIABILITY GENERALAGGREGATE $
❑COMMERCIAL GENERAL LIABILITY PRODUCTSCOMP/OPS AGGREGATE $
❑CI-AIMS MADE L-1 OCCURRENCE PERSONAL B ADVERTISING INJURY $
❑OWNERS 6 CONTRACTORS PROTECTIVE EACH OCCURRENCE $
❑ FIRE DAMAGE(ANY ONE FIRE) $
I-1 MEDICALEXPENSE(ANYONEPERSON) $
AUTOMOBILE LIABILITY
❑ANY AUTO GSL
❑ALL OWNED AUTOS BODILY INJURY
❑SCHEDULED AUTOS (PER PERSON)
❑HIRED AUTOS BODILY INJURY
❑NON-0AINEO AUTOS (PER ACCIDENT)
❑GARAGE LIABILITY
❑ PROPERTY DAMAGE
EXCESS LIABILITY k (mt t' t•,' EACH AGGREGATE
OCCURRENCE
UMBRELLA FORM . $ $
1
❑ OTHER THAN UMBRELL4 FORMsm
,@n 4;
$ $
A WORKERS'COMPENSATION WLR 043019887(AOS) 3/2312002 4/1/2003 STATUTORY U
A AND SCF C4301 9909(SC,MA,WI) 3/23/2002 4/1/2003 $ 1,000 (EALHACCIDENT)
EMPLOYERS'LIABILITY $ 1,000 (DISEASE POLICY LIMIT)
$ 1,000 (DISEASE EACH EMPLOYEE)
OTHER
DESCRIPTION OF OPERATIONSILOCATKINSIVEHICLESIRESTRICTIONS/SPECIAL ITEMS: PDCICA4231
Job'.General Engineering&Building Plan Checking And Architectural Services(3 Years)
u ... ti.
10.....,1l., LY1
".i SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
d EXPIRATION DATE THEREOF,THE ISSUING COMPANY WILL ENDEAVOR TO MAIL
City of San Juan Capistrano 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,
San J Paseo Capistrano,
BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY
San Juan CapiaVano,CA 92675 'i't;:i OF ANY KIND UPON THE COMPANY,ITSAGRff OR REPRESENTATIVES.
Attn:Meg Monahan, CMC
AUTHORIZED REPRESENTATIVE
CERTIFICATE NUMBER
MARSH USA INC. CERTIFICATE OF &URANCE LOS-000260622-00
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS
Marsh Risk& Insurance Services NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE
License No.0437153 POLICY.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE
777 South Figueroa Street AFFORDED BY THE POLICIES DESCRIBED HEREIN.
Los Angeles,CA 90017 COMPANIES AFFORDING COVERAGE
Attn: Denise Turner/213-346-5650
COMPANY
6510 -50300-L1- A National Union Fire Insurance Company
INSURED COMPANY
P&D CONSULTANTS, INC. B N/A
999 TOWN & COUNTRY RD,SUITE 300
ORANGE,CA 92868 COMPANY
C United National Insurance Company
COMPANY
D N/A
COVERAGES
THIS IS TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY
PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,CONDITIONS AND EXCLUSIONS OF SUCH POLICIES.LIMITS SHOWN
MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CO TYPE OF INSURANCE POLICY NUMBER Policy EFFECTIVE POLICY EXPIRATION LIMITS
LTR DATE(MM/DD/YY) DATE(MM/DD/YY)
GENERAL LIABILITY RMGL 1439667 04/01/01 04/01/02
GENERAL AGGREGATE $ 1,000,000
A X COMMERCIAL GENERAL LIABILITY
PRODUCTS"COMP/OP AGG 1.000A00
CLAIMSMADEOCCUR PERSONALS ADV INJURY $ 1,000,000
OWNER'S&CONTRACTOR'S PROT EACH OCCURRENCE $ 1,000,000
FIRE DAMAGE(Any one lire) $ 1,000,000
MED E%P Aly oneperson) $
A AUTOMOBILE LIABILITY RMCA 3209855 (AOS) 04/01/99 04/01/02
COMBINED SINGLE LIMIT $ 1,000,000
X ANY AUTO RMCA 5348478 (TX) 04/01/01 04/01/02
A LL OW NED AUTOS BODILY INJURY $
SCHEDULED AUTOS (Per person)
HIRED AUTOS BODILY INJURY $
NON-OWNED AUTOS (Per eoodern
PROPERTY DAMAGE $
GARAGE LIABILITY AUTOONLV"EAACCIDENT $
ANY AUTO OTHER THAN AUTO ONLY: _
EACH ACCIDENT $
AGGREGATE $
E%CESS LIABILITY EACH OCCURRENCE $
UMBRELLA FORM AGGREGATE $
OTHER THAN UMBRELLA FORM $
WORKETS COMPENSATION AND
EMPLOYERS'LIABILITY I TORY LIMITS ER
EL EACH ACCIDENT rc
THE PROPRIETO R/ INCL EL DISEASE"PO VLI IT $
PARTNERS/EXECUTIVE L&
EI ARE: EXCL EL DISEASE-E0% (+FEE
CU1111,14PLP-2000104 04/01/00 04/01/03 $1,000,000 O
ARCHITECTS & ENG. "CLAIMS MADE" PER CLAIM/A-% -' S3ATE - rn
PROFESSIONAL LIAB. DEFENSE INb LiJI;"p to M
CD rn
DESCRIPTION OF OPER ATIONS/LOCATIO NSNEHICLES/SPECIAL ITEMS(LIMITS MAY BE SUBJECT TO DEDUCTIBLES OR RETENTIONS)
RE: GENERAL ENGINEERING & BUILDING PLAN CHECKING AND ARCHITECTURAL SERVICES (3 YEARS). CITY OF SAN JUANISTRANO IS
NAMED AS AN ADDITIONAL INSURED FOR GL COVERAGE, BUT ONLY AS RESPECTS WORK PERFORMED BY OR ON BEHALF OF1E NAMED
INSURED. "CG20101185 ATTACHED".
CERTIFICATE HOLDER" CANCELLATION
SHOULD ANY OF THE POLICIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,
THE INSURER AFFORDING COVERAGE WILL EN&4W``iUXXX MAIL __yy BAYS WRITTEN NOTICE TO THE
CITY OF SAN JUAN CAPISTRANO CERTIFICATE HOLDER NAMED HEREIN,BI➢fY(MXX�XS77mriXAIStXBd4XkB%iltXl6Yi%1h%xXMNXNBXiHCIAYXIDWYLW
ATTN:MEG MONAHAN,CMC
32400 PASEO ADELANTO BlzBltcnx%tlX%X>rXaue%rWXXrikXM•C'clkXxXxaopb'cao:gexPIN�XXxBZBY+%dCxiaKxtly+frtiXsxiWfW'kX%xxxx
SAN JUAN CAPISTRANO,CA 92675 xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
MARSH USA INC.
BY: John F Wesley �p�y.d
M,M1(9/99) - VALID AS-OF: 01/03/02
POLICY NUMBER: RMGL 1.667 OOMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS (FORM B)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART.
SCHEDULE General Engineering & Building Plan
Name of Person or Organization: Checking and Architectural Services 0Years)
City of San Juan Capistrano
(If no entry appears above,information required to complete this endorsement will be shown in the Declarations
as applicable to this endorsement.)
WHO IS AN INSURED (Section 11) is amended to include as an insured the person or organization showh in the
Schedule, but only with respect to liability arising out of "your work" for that insured by or for you.
Authorized Representative
CG 20 10 1185 Copyright. Insurance Services Office, Inc., 1984 " . 0
AWNW. CERTIFOATE OF INSURAIME ISSUED/3/20M02/DD YY)
PRODUCER DM THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO
Aon Risk Services, Inc.of Southern California RIGHTS UPON THE CERTIFICATE HOLDER THIS CERTIFICATE DOES NOT AMEND,
707 Wilshire Boulevard, Suite 6000 EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW
Los Angeles, California 90017
(213)630-3200 COMPANIES AFFORDING COVERAGE
COMPANY
LETTER A Ins Co of the State of PA
CODE SUB-CODE COMPANY
INSURED
LETTER B American Home Assurance Co
P&D Consultants Inc., (CA) COMPANY
C /
Attn:Judy White LETTER �-
999 Town&Country Rd.,4th FL. COMPANY
Orange, CA 92668 D
LETTER
COMPANY E
LETTER
COVERAGES
THIS IS TO CERTIFY THAT 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. THE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
co TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION ALL LIMITS IN THOUSANDS
LTR DATE(MMIDDNY) DATE(MMMD[M
GENERAL LIABILITY GENERAL AGGREGATE $
]COMMERCIAL GENERAL LIABILITY PRODUCTS-COMP/OPSAGGREGATE $
CLAIMS MADE OCCURRENCE PERSONAL&ADVERTISING INJURY $
J OMMERS&CONTRACTORS PROTECTIVE EACH OCCURRENCE $
FIRE DAMAGE(ANY ONE FIRE) $
Il MEDICAL EXPENSE(ANY ONE PERSON) $
AUTOMOBILE LIABILITY
ANY AUTO CSL
I� 1T ALL OWNED AUTOS BODILY INJURY
l SCHEDULED AUTOS (PER PERSON)
HIRED AUTOS BODILY INJURY
NON-OWNED AUTOS (PER ACCOENT)
`- GARAGE LIABILITY
PROPERTY DAMAGE
EXCESS LIABILITY EACH AGGREGATE
OCCURRENCE
UMBRELLA FORM $ $
OTHER THAN UMBRELLA FORM
$ $
A WORKERS'COMPENSATION RMWC 527-65-53(AOS) 3/23/2001 3/23/2002 STATUTORY F/-'I
B AND RMWC 527-6554(CA) 3/23/2001 3/23/2002 $ 1,000 (FJCHACCIDENT)
EMPLOYERS'LIABILITY $ 1.000 (D*SE POLICY LIMIT)
$ y 000 (DISEASE EACH EMPLOYEE)
OTHER -" '.'_y =
n
rWC
DESCRIPTION OF OPERATIONSILOCATIONSIVEHICLES/RESTRICTIONS/SPECIAL ITEMS: .;^ T L toIcnaasl
Job:General Engineering&Building Plan Checking And Architectural Services(3 Years)
3
O
CERTIFICATE 14OLDER CANCELLAIION : ...
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF,THE ISSUING COMPANY WILL ENDEAVOR TO MAIL
City of San Juan Capistrano 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,
San J Paseo Capistrano,
BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY
San Juan Capistrano, NI 92675 OF ANY KIND UPON THE COMPANY,ITS AGENTS OR ES TATIVES.
Attn: Meg Monahan, CMC
AUTHORIZED REPRESENTATIVE
ACORf 3&S 3185 ®AC ORATION 4989
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.
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.
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
CHECK AND DESIGN SERVICES FOR ATHREE-YEAR TERM WITH TWO ONE-
YEAR EXTENSIONS, NOT TO EXCEED $50,000 PER PROJECT PROPOSAL,
PER YEAR. (630)
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& 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 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
Swerdli., 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
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 AGENDAiC� �
Agenda Item
Page 2
December 4, 2001
2. 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 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.
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.
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, Prepared By,
r r
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.
32400 PASEO ADELANTO MEMBERS OF THE CITY COUNCIL
5AN JUAN CAPISTRANO, CA 92675 / uU11uOR DANE L BBATHG TE
IJOHN S.
(949) 493-1171 RIIIRI 1961 JOHN GREINER
(949) 493-1053 (FAX) 776 w ATT HART
www.sanjuancaprstrano.org ��• GM. swERouN
QTY MANAGER
GEORGE SCARBOROUGH
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
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
la
San Juan Capistrano: Preserving the Past to Enhance the Future
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:n0 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
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
1. 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
1. 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 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.
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.
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
WMH:jt
Attachments 1. Engineering Fees
2. Consultant Self-Rating Form
3. Sample of Personal Services Agreement
i •
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 Etrongest 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 Desi2n and Review
FIRM NAME:
RATER:
DATE: 2001
• ENGINEERING FEES
Enaineerina 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 the
(Includes$400 per foot tile +2 hour mim staff time
@$50 per hour)
-GIS Information Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . As determined by City Engine&
'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
May 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 lovunit
- 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 o.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 01 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, (s5oo 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,Ooo
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
Sureties and Deposits (Due prior to app,oval of Improvement
Agreement or Encroachment Permit Issuance, whichever is applicable)
Faithful performance surety
(released one year after the notice of completion) . . . . . . . . . . . . . 100%of construction costs
Labor and material surety
(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. . . . . . . . . . . . . . . . . . . . a units x occupancy factor•
substituted tor fee) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x 5 acrtl000 occ x$302,500 acr
`Occupancy Factor
- Single Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2 ocaunit
-Attached units, including duplex, townhouse& apartments. . . . . . . . . . . . 2.9 ocaunit
- Mobile Homes . . . I . . . . . . I . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . 1 8 ocaunit
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
. . . . . . . . . . . . . . . .
- L01S02 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .x. . . . . . . $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 Budding 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
Remsetl 6101',c\wpwm\wptlocr,\other\Fees
2 oft