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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