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01-1204_PETRA GEOTECHNICAL, INC_Personal Services Agreementa 0 PERSONAL SERVICES AGREEMENT THIS AGREEMENIT is made and entered into 200 1 , by and between the City of (hereinafter referred to as the "City") and Petra (hereinafter referred to as "Consultant"). RECITALS: this �� day of San Juan Capistrano Geotechnical, Inc. 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 Section 4. Independent Contractor. It is agreed that Consultant shall act and be an independent contractor and not an agent or employee of City, and shall obtain no rights to any benefits which accrue to City's employees. Section 5. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for City to enter into this Agreement. Consultant shall- not contract with any other entity to perform the services required without written approval of the City. This Agreement may not be assigned, voluntarily or by operation of law, without the prior written approval of the City. If Consultant is permitted to subcontract any part of this Agreement by City, Consultant shall be responsible to City for the acts and omissions of its subcontractor as it is for persons directly employed. Nothing contained in this Agreement shall create any contractual relationships between any subcontractor and City. All persons engaged in the work will be considered employees of Consultant. City will deal directly with and will make all payments to Consultant. Section 6. Changes to Scope of Work. In the event of a change in the Scope of Work provided for in the contract documents as requested by the City, the Parties hereto shall execute an addendum to this Agreement setting forth with particularity all terms of the new agreement, including but not limited to any additional Consultant's fees. Section 7. Familiarity with Work and Construction Site. By executing this Agreement, Consultant warrants that: (1) it has investigated the work to be performed; (2) it has investigated including the location of all utilities, and is aware understands the facilities, difficulties and restrictions Should Consultant discover any latent or unknown those inherent in the work or as represented by City, this and shall not proceed with further work un instructions are received from the City. Section 8. Time of Essence. the proposed construction site, of all conditions there; and (3) it of the work under this Agreement. conditions materially differing from it shall immediately inform City of der this Agreement until written Time is of the essence in the performance of this Agreement. Section 9. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the contract period, Consultant shall have delivered to City at least one (1) copy of any final reports and architectural drawings containing Consultant's findings, conclusions, and recommendations with any support documentation. All reports submitted to the City shall be in reproducible format. All services to be rendered hereunder shall be subject to the direction and approval of the City. Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the City. All such reports, information, data, and exhibits shall be the property of the City and shall be delivered to 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 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 personlany 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 Throughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement, Consultant shall submit an insurance certificate to the City's General Counsel for certification that the insurance requirements of this Agreement have been satisfied. 14.6 Notice of Ca ncellation/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 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: Petra Geotechnical, Inc. 3185-A Airway Avenue Costa Mesa, CA 92626 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. • IN WITNESS WHEREOF, the parties hereto have executed this Agreement. ATTEST: CITY OF SAN JUAN CAPISTRANO CONSULTANT By: R. Monahan, City APPROVED AS TO FORM: 9(:�� - John R. Shaw, ty Attorney EXHIBIT A 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org • two �/ I IAlllllllfll '. • 1776 AA1961 V )n6 AA REQUEST FOR PROPOSAL for Professional Consulting Services to MEMBERS OF THE CITY COUNCIL fNAAE L. BATWATE JOHN S. GEIFF JOHN GREINER WYAT HART MMD M. SWEROUN CITY MANAGER GEORGE SCARBOROUGH PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING, GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES GENERAL INFORMATION It is the intent of the City of San Juan Capistrano, Department of Engineering & Building, to establish a team of consultants to facilitate both building and engineering plan check, engineering and architectural services. The services are generally described herein and are intended to supplement staffs efforts where specific expertise is required or time constraints necessitate consultant assistance. From the proposals, a team of consultants will be selected who best represent expertise across the various specialty areas. The team will become part of a four-year program in which the work load will be spread among the team members. Work will be parceled out on an as -needed basis, and no specific guarantee can be given as to the annual fees for consultant usage. The consultant team will only be modified in the event consultants are dropped from the list due to corporate changes or it is deemed by the City that additional consultants are warranted. INVITATION TO RESPOND The City of San Juan Capistrano is soliciting proposals for professional consulting services. In general, the tasks identified above and delineated herein are to be performed with minimum direction and assistance from the City. Inquiries concerning the RFP should be directed to William M. Huber, Engineering & Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675; (949) 443-6336. San Juan Capistrano: Preserving the Past to Enhance the Future 0 0 Request for Proposal Page 2 SUBMISSION OF PROPOSAL Proposals may by submitted by mail or hand delivered. Proposals should be delivered to: William M. Huber, Engineering & Building Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 no later than 5:00 p.m., September 21, 2001 time. FORM OF PROPOSAL Proposals will not be accepted after this Consultant proposals shall contain the following: Statement of qualifications clearly indicating the services in which the firm is interested; 2. Statement/discussion of services provided, including anticipated turnaround times and ability of firm to handle requests on an as -needed basis; 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 or that any proposed service was deficient. All participating candidates will be notified of the decision reached. CONSULTANT'S RESPONSIBILITY The Consultant shall perform the tasks as set forth herein: A. Building Services Review construction documents in accordance with the following uniform model codes as amended by City ordinance: a. Uniform Building Code -1998 California Building Code b. Uniform Plumbing Code - 1998 California Plumbing Code c. Uniform Mechanical Code - 1998 California Mechanical Code d. National Electrical Code - 1996 Edition e. California Code of Regulations - Title 24 2. Provide a comprehensive plan review as directed or provide only specified plan review elements as follows: a. Structural review and analysis of design and calculations b. Inspection services c. Other building services as may be defined 3. Provide geotechnical review and consultation regarding soil problems, features or events. B. Engineering/Architectural Services Review construction documents and subdivision maps in conformance with the following standards: a. City of San Juan Capistrano Municipal Code b. City of San Juan Capistrano and County of Orange applicable design standards c. Highway Design Manual standards d. San Diego Regional Water Quality Control Permit 0 0 Request for Proposal Page 4 2. Provide comprehensive plan review or design services as directed for the following elements: a. Geotechnical review/design b. Street improvements c. Storm drain/hydrology reports/design d. Traffic/striping improvements e. Traffic studies f. Sewer improvements g. Landscaping improvements h. Subdivision map checking i. Structures (i.e., bridges) j. Inspection services k. Pavement analysis I. Architectural design m. Drafting n. Water quality design and review C. Document Transmittal Pick up and resubmit plans to the City via the Building & Safety Division or Engineering Division counter. D. Performance Requirements 1. Plan Check Services Render and remit a typed plan check correction/clarification list (two copies) to the Engineering & Building Department within 10 working days from notification by the City. 2. Engineering/Architectural Services Complete services in a thorough and efficient manner, on time and within the approved fee schedule. 0 0 Request for Proposal Page 5 E. Fee Schedules 1. Engineering Fees a. Plan Check Engineering fees will be determined for plan check services based on the attached fee schedule. The consultant shall bill on an hourly basis, not to exceed 75% of the total fee, and fees may be negotiated lower if, in the determination of the City, a lower fee is warranted. b. Design/Architectural Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. 2. Building Fees a. Plan Check Total plan check at 80% of base plan check fee paid by applicant not including any surcharges (base plan check fee). Base plan check fee will be 65% of building permit fee, not including surcharges. Structural plan check is not to exceed 60% of base plan check fee, not including any surcharges. b. Other Services Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. F. Maintenance of Records The consultant will maintain all books, documents, papers, employee time sheets, accounting records/ledgers and other evidence pertaining to costs incurred and shall make such materials available at their respective offices at all reasonable times during the contract period and for three years from the date of final payment for inspection by the City. The consultant shall furnish copies, if requested. Request for Proposal Page 6 CITY'S RESPONSIBILITY The City shall perform the tasks as set forth herein: A. Establishment of Valuation (Plan Check Services Only) Assign a valuation to the proposed work in accordance with the appropriate Engineering or Building Division standards. The City shall collect all fees from the applicant in connection with the services. B. Proiect submittals City will supply all necessary documentation/specifications, reports, studies, calculations, etc., to Consultant as is readily available at the City. C. Coordination City will serve as project coordinator. On plan checking, the City will be responsible for notifying the applicant when plans with corrections are available to pick up. The City will route plans (preliminary/revised) to and from the Consultant. SELECTION PROCESS The Selection Committee, comprised of the Engineering & Building Director, Development Services Manager and two Senior Engineers, will review the proposals submitted. Candidates will be selected based on the proposals submitted, including qualifications of staff, proposed fee schedules and ability to handle work load in a timely manner. Very truly yours, William M. Huber Engineering and Building Director WMH:jt Attachments 1. Engineering Fees 2. Consultant Self -Rating Form 3. Sample of Personal Services Agreement r� r1 u 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 "l " being your strongest area of expertise and "10" being a competent area of expertise. "N" or no rating will indicate no interest or company expertise in that field. BUILWNG SERVICES ENGINEERING SERVICES Geotechnical Review Geotechnical Design, Review & Analysis Electrical Review and Analysis Street Improvements Mechanical Review and Analysis Storm Drain Improvements & Hydrology Studies Plumbing Review and Analysis Traffic Circulation Studies Energy Calculations Traffic/Striping Improvements Handicapped Provisions Sewer Facilities Improvements Inspection Services Landscaping Improvements Grading Plans Subdivision Map Checking Structures Inspection Services Pavement Analysis Survey Drafting Services Water Quality Design and Review FIRM NAME: RATER: DATE: .2001- ' • ENGINEERING FEES Engineering Documents and Records - Microfilm/Digital Storage' ..................................... $1.00 per sheet - Document and Record Retrieval/Research/Review ....... . ......... $40.00 per tour (Minimum Charge - One Hour) - Digital Ortho Photo Imaging ................................... $500 per foot tile (Includes $400 per foot tile + 2 hour mim staff time @ $50 per hour) - GIS Information Requests ..................................... As determined by City Enginebr `Each person, firm or corporation shall pay a microfiche ordigital'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 Man Processing (Due with Map Submittal) - Tract maps' ........................................... $1,000, plus $100 per lot Public imorogement Plans (Due with Plan Submittal) 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 3 %% of improvement costs Public imorogement Plans (Due with Plan Submittal) ($500 min). Payable prior to Submittal $i,000 improvement pian approval) - 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 wJPlan Submittal) - Submittal $500 - Checking 3% of construction costs Map/Plan Processina 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 pian 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*` .......... I ......... As determined by City Engineer "Refundable Deposit (upon completion of work) Permit Issuance Fee.....................................$40 Engineering Inspection Fee .. $50 per hour Elevation Certificates (FEMA) .............................. s4o 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 Fee for 50 units or more (Land dedication may be .................... # units x occupancy factor* substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr "Occupancy Factor - Single Family ............................................ 3.2 occlunit - Attached units, including duplex, townhouse & apartments............ 2.9 occ/unit - Mobile Homes ...................... I ............ I ........ 1.8 occhunit 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 ...................... I ..................... $500 per unit - Commercial/Non-Residential................................... $1000 per acre Drainage Area Fees (`see below) -L01 ............................................$1170 per acre Sureties and Deposits (Due prior to app. oval of Improvement per acre Agreement or Encroachment Permit Issuance, whichever is applicable) per acre Faithful performance surety per acre (released one year after the notice of completion) ............. 100% of construction costs Labor and material surety _ _... ".......$1470 per acre (released upon the completion of the project) ................ 100% of construction costs Monumentation surety (released upon the Engineer's certification of work) ........... t00% of 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 acr/1000 occ x $302,500 acr "Occupancy Factor - Single Family ............................................ 3.2 occlunit - Attached units, including duplex, townhouse & apartments............ 2.9 occ/unit - Mobile Homes ...................... I ............ I ........ 1.8 occhunit 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 ...................... I ..................... $500 per unit - Commercial/Non-Residential................................... $1000 per acre Drainage Area Fees (`see below) -L01 ............................................$1170 per acre -L02 I. I .........................................$860 per acre -L03 ............................................$320 per acre -L05 ............................................$170 per acre - M01 ............................................$780 per acre -L01S02 ... I . . I ...................... _ _... ".......$1470 per acre Advanced Energy Fee (Street Lights) (Due Priorto Plan Approval) Lamp Size Single Double 7,000 Lumens $90 per light $126.60 per light 20,000 Lumens $126.20 per light $187.50 per light 'Parks & Recreation and Drainage Fees are due prior to Subdivision Map Approval. For properties not requiring maps, these fees are due prior to Building Permit Issuance. "Sewer capacity fees are due prior to Building Permit Issuance for any increase in building size. NOTE: Additional fees may be required by the Building & Safety Division, the Department of Planning Services & the Capistrano Valley Water District. Parks & Recreation. Sewer and Agricultural Preservation Fees are due prior to Building Permit Issuance for all Secondary Dwelling Units Revised 6/01', c \wpwinlwpdocslolheffees 2 oft V 0 STANDARD FEE SCHEDULE CONSTRUCTION SUPPORT January 1, 2001 Principal Engineer/Geologist Senior Associate Engineer/Geologist, Associate Engineer/Geologist Senior Project Engineer/Geologist Project Engineer/Geologist Senior Staff Engineer/Geologist Staff Engineer/Geologist Supervising Engineering Technician Senior Engineering Technician Engineering Technician Deputy Geotechnical Inspector Deputy Concrete Inspector Deputy Masonry Inspector Senior Laboratory Technician Laboratory Technician Draftsperson $ 65.00/hr. Xerox Rate $ .25/sheet Outside Consultants Drilling/Equipment Rental Postage Cost Blueprints Cost Travel & Transportation Subsistence Cost Company Equipment Usage Mileage/Truck Usage Word Processing/Clerical • EXIIIBIT B $130.00/hr. $120.00/hr. $110.00/hr. $105.00/hr. $100.00/hr. $ 95.00/hr. $ 90.00/hr. $ 90.00/hr. * $ 67.50/hr.* $ 57.50/hr.* $ 90.00/hr. $ 65.00/hr.t $ 65.00/hr.t $ 80.00/hr. $ 60.00/hr. Cost & 20% Cost & 20% Cost No Charge No Charge No Charge * Costs for Field Density Testing are included. t Four Hour Minimum NOTE: Travel time to field job sites is charged on a portal to portal basis at the approriate hourly rate. Overtime for technicians is $20 over the hourly rate. Overtime for deputy inspectors is 1.5 times the regular hourly rate. It PETRA 2 I��,M CERTIFICAW OF LIABILITY INSUISNCE DATE 1 Dealey, Renton & Associates P. O. Box 10550 Santa Ana, CA 92711-0550 714 427-6810 Petra Geotechnical, Inc. 3185-A Airway Avenue Costa Mesa, CA 92626 raria:i_1Nay THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE `INsuRER A: United_States Fidelityranty _&Gua_, INSURER B: Fidelity & Guaranty Ins. Underwriter_ -INSURE c: American Automobile Ins. Co. INSURER D: American Home Assurance Company INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. NSH - PIDUCY EFFECTIVE POLICY EXPIRATION—� OF INSURANCE POLICY NUMBER LIMITS A GENERALUABILRY BKO1558868 06/25/05 06/25/06 EACHOCCURRENCE $1 000000 X COMMERCIAL GENERAL LIABILITV _ �FIRE DAMAGE (My wefire) $500,000 CLAIMS MADE LXi OCCUR INDP. CONTRACTORS MED EXP (Any one person) $10000 _ (CONTRACTUAL . INCLUDED PE—RSONAL ADV INJURY $1 000 000 _ �X BFPD, XCU GENERAL AGGREGATE s2,000,000 GEN'L AGGREGATE LIM IT APPL IES PER: PRODUCTS-COMP/OP AGO 112 000.000 PRO POLICY , i LOC B AUTOMOBILE UABIUTY BA01558855 06/25/05 06/25/06 COMBINED SINGLE LIMIT�$1,000,000 X ANY AUTO (Ea aaidenIf ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per Person)-_ $ _-� X HIRED AUTOS III BODILY "I , $ X NON -OWNED AUTOS r(Par aadtlent) PROPERTY DAMAGE (Peramident) $ GARAGE UABILITY ONLY - EA ACCIDENT $ (AUTO i ANY AUTO 111 OTHER THAN EA ACC $ AUTO ONLY: AGG $ A EXCESS UABILTTY i BKO1558868 06125/05 06/25/06 EACH OCCURRENCE $4 000 000 OCCUR CLAIMS MADE _ AGGREGATE$4 OOO OOO - $ PROFESSIONAL LIAB. Ems' DEDUCTIBLE IS EXCLUDED. Is $ ' X RETENTION $0 C WORKERS COMPENSAMON AND 'WZP80930636 06125/05 06125106iX WC I H - STATU-OT !W - r4RY!JMITATO- F_ J -EB. IE,L___ EMPLOYERS' LIABILITY FAC E i $1,0 '0,000 E.L DISEASE - EA EMPLOYEE $1,000,000 E.L. DISEASE -POLICY LIMIT $1,000000 D OTHER Professional 0441729 02/01/05 02/01/06 $2,000,000 Per Claim Liability 1 $2,000,000 Annual Aggr. DESCRIPTION OF OPMA'nONffiLOCATONSNEHMLEWEXCLUSIONS ADDED BY ENDORSEMENUSPECIAL PROVISIONS General Liability policy excludes claims arising out of the performance of professional services. Rs: Service Agreement - Geotechnical work for a 3 year term Certificate Holder is Additional Insured as respects General (See Attached Descriptions) City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 ACORD 25-S (7/97)1 of 2 9M130585 SHOULD ANYOFTHE ABOVE DESCRIBED POLICR;SSE CANCELLED BEFORETIE EXPIRATON DATE THEREOF, THE ISSUING INSURER WILLxxlmnnwxjP MAIL 30.—DAYS wRRTEN NOTICE TOTHE CE IDiFICATE H OLDER NAM ED TOTH E LEFT, BKYMAUAZ"RAxaxMKNJ ® ACORD CORPORATION 1988 DE IPTIONS (Continued from iMe 1) Liability per endt attached. (AI/X) AMS 25.3 (OD87) 2 Of Z SM130555 0 Policy Number: BKO1558868 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 6/24/05 0 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED 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. Additional Insured continued. CL/BF 22 40 03 95 0 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 FAX www.sanjuancapistrano.org June 13, 2005 Petra Geotechnical 3185-A Airway Avenue Costa Mesa, CA 92626 t�see • IA[RRRRRAIaR ' nlanlsan � 1961 1776 MEMBERS OF THE CITY COUNCIL RE: Compliance with Insurance Requirements — Plan Check Services The following insurance documents are due to expire: ✓ General Liability Certificate 06/25/2005 SAMALLEVATO DIANE BATHGATE WYATT HART JOE SOTO DAVID M. SWERDLIN ✓ General Liability Endorsement Form naming the City of San Juan Capistrano as additional insured. ✓ Automobile Liability Certificate 06/25/2005 ✓ Workers Compensation Certificate 06/25/2005 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 324 0 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above exqkagoTdate�you have any questions, please contact me at (949) 443-6309. Secretary cc: Dawn M. Schanderl, Administrative Assistant San Juan Capistrano: Preserving the Past to Enhance the Future Of PrtmeE an recycled Paper ACORD,. CERTIFICATE OF LIABILITY INSURANCE 0DATE 6122104Om1 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE P. O. Box 10550 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Santa Ana, CA 92711-0550 714 427.6810 INSURERS AFFORDING COVERAGE INSURED INSURER A: United States Fidelity & Guaranty _ Petra Geotechnical, Inc. INSURER B: Fidelity & Guaranty Ins. Underwriter 3185-A Airway Avenue INSURER 0. St. Paul Fire & Marine Ins. Co. Costa Mesa, CA 92626 INSURER D: American Home Assurance Company 191004:7LTeT*9 THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. (NSR 1 POLICY EFFECTIVE 'POLICY EXPIRATION TR TYPE OF INSURANCE POLICY NUMBER DAT MIDD Y DATE M LIMITS A GENERALLIABILITY IBKO1558868 106/25/04 06/25/05 EACH OCCURRENCE $61000000 FIRE DAMAGE(Any one fire) $500000 X COMMERCIALGENER�AA-LIABILITY �CLAWSMADE XIOCCUP. INDP,CONTRACTORS MED EXP (Any one Person) $10000 PERSONALItADVINJURY $1,00.0000 X'CONTRACTUAL _ INCLUDED i!I X BFPD, XCU GENERAL AGGREGATE s2,00-0,000GEN'L AGGREGATE LIM IT; PPLIE_S PER: PRODUCTS COMPIOPAGG $2,000,000 POLICY PRO- LOC I I - B 1 AUTOMOBILE LIABILITY BA01558855 .06/25104 06/25/05 COMBINED SINGLE LIMIT I $1,000,000 X ANY AUTO ! (Ea accident) _ BODILY INJURY ALL OWNED AUTOS 1 SCHEDULED AUTOS (Per person) $ BODILY INJURY , HIRED AUTOS LX X— NON -OWNED AUTOS (Per accident) $ PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY LAUTO ONLY - EA ACCIDENT' gg I ANY AUTO OTHER THAN EA ACC $ AUTO ONLY: AGG $ A EXCESS LIABILITY 'BKO1558868 06/25/04 06/25/05 EACH OCCURRENCE $4,000,000 X OCCUR CLAIMS MADE PROF. LIABILITY AGGREGATE $4,000,000 IS EXCLUDED $ _ DEDUCTIBLE S RETENTI I $ C WORKERS COMPENSATION AND WVA2445598 106/25/04 1106/25/05 )( WC STATD- GTH- EMPLOYERS' LIABILITY FEi. EACH ACCIDENT $1,000,000 _ E L_DISE_ASE -EA EMPLOYEE( 561,000 000 E.L. DISEASE -POLICY LIMIT $,000,000 D I OTHER Professional 10441721 102/01/04 02/01/05 i $2,000,000 per claim (Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONSILOCATIONSNEHICLESIEXCLUSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS General Liability policy excludes claims arising out of the performance of professional services Re: Service Agreement - Geotechnical work for a 3 year term Certificate Holder is Additional Insured as respects General (See Attached Descriptions) City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SH OULD ANYOF THE ABOVE DESCRIBED POLICIESBE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL RMRQBNDRXTP MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAM ED TOTHE LEFT, BILTyellxppDtlUplgpaAlt/®Lx ACORD 25-S (7/97)1 of 2 #M105283 -P -� v _sY � '_t-,4LL o ACORD DESCRIPTIONS (Continued from Page 1) Liability per endt attached. (AI/X) AMS 25.3 (07197) 2 of 2 Policy Number: BKO1558868 Owners Lessees or Contractors (Form B) ADDITibNAL INSURED Change(s) Effective: 06/22/04 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED 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. Additional Insured continued. CL/BF 22 40 03 95 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493.1171 (949) 493-1053 FAx www.sanjuancapistrano.org May 17, 2004 Petra Geotechnical 3185-A Airway Avenue Costa Mesa, CA 92626 IA[OAARARIfI tsfRulsem � 1961 1776 MEMBERS OF THE CITY COUNCIL SAM ALLEVATO DIANE L. BATHGATE WYATT KART JOE SOTO DAVID M. SWERDLIN RE: Compliance with Insurance Requirements — Plan Check Services The following insurance documents are due to expire: ✓ General Liability Certificate 06/25/2004 ✓ General Liability Endorsement Form naming the City of San Juan Capistrano as additional insured. ✓ Automobile Liability Certificate 06/25/2004 ✓ Workers Compensation Certificate 06/25/2004 Please submit updated ocumentation to the City of San Juan Capistrano, attention City Clerk's offic 3240�eo Adelanto, San Juan Capistrano, CA 92675 by the above expire 7*1� have any questions, please contact me at (949) 443-6309. Secretary cc: Dawn M. Schanderl, Administrative Assistant San Juan Capistrano: Preserving the Past to Enhance the Future rron+te- A11111& i (♦RArPf1TII ACORD- CERTIFICA OF LIABILITY INSUR CE ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH °ATE 02l MMT°°nY1 /05 PHODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF Il� RMATION Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE )= T',IFICATE P. O. Box 10550 HOLDER. THIS CERTIFICATE DOES NOT AMEND,€E$TEND OR ALTER THE COVERAGE AFFORDED BY THE POLI '$500,000 BELOW. Santa Ana, CA 92711-0550 MED EXP (Any one person) _ >1O IE —j _ 714 427-6810 51, INSURERS AFFORDING COVERAGE ''IX $FPD, XCU GENERAL AGGREGATE INSURED Petra Geotechnical, Inc. INSURER A INSURER B, United States Fidelity & Guaranty - --- -- --- _ - Fidelity & Guaranty Ins. Underwriter 1 I _ - "- - 3185-A Airway Avenue INSURER C: St. Paul Fire & Marine Ins. Co. Costa Mesa, CA 92626 INSURER D. American Home Assurance Company COMBINED SINGLE LIMIT INSURER E X ANY AUTO IEe acc�tlenl'. COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NOTWI HSTANDINU ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY IBE[ ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDI I IPNS OF SUCr, POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ` - POLICY EFFECTIVE POLICY EXPIRATION LTR TYPE OF INSURANCE POLICY NUMBER DATE IM MIDOIYYI DATE IMMIDONYI LIMITS I v A GENERAL LIABILITY IBKO1558868 06/25/04 06/25/05 EAOH OCCURRENCE E1,90P,000 X COMMERCIAL GENERAL LIABILITY FIRE DAMAGE (Any one Lre) '$500,000 CLAIMS MADE _X_ I OCCUR MED EXP (Any one person) _ >1O -OI i� _ X CONTRACTUAL 1 PERsoNALxADV lwurxr 51, 001 ''IX $FPD, XCU GENERAL AGGREGATE 10 I s2, 0),000 _ 'GEN'L AGGREGATE LIMIT APPLIES PER'., IPRODUCTS-COMPIOP AGG 52, 01,909 POLICY PRO LOC B AUTOMOBILE LIABILITY BA01558655 06/25/04 06/25/05 COMBINED SINGLE LIMIT 51 pO X ANY AUTO IEe acc�tlenl'. ,COO ALL OWNED AUTOS_-� BODiLV wJURr S SCHEDULED AUTOS (Perpeoon) 'X HIRED AIJTOS!� BODILY INJURY X NON -OWNED AUTOS (Per accmau0 PROPERTY DAMAGE S I (Per IIPodeml GARAGE LIABILITY :AUTO ONLYEAACCIDENT S ANY AUTO OTHERTHAN EAADD S AUTO ONLY AGC A Excess uaelurY BKO1558868 06/25/04 06/25/05 EACH OCCURdENCE 54,140),000 X OCCUR CLAIMS MADE 'AGGREGATE 54,QOp,000 S DEDUCTIBLE i RETENTION $ 5I�' C 1 WORKERS COMPENSATION AND �WVA2445598 06/25/04 06/25/05 XWCSTATU- OTH- Elml TS 1EACH EMPLOYERS'LIABILITY EL_EACM ACCIDENT ACCIDENT 51 4dQO OOO EL. DISEASE EAEMPLOYEEI51 00 •COO EL. DISEASE POLICYLIMIT $1,000,6001 D 'OTHER Professional 0441729 02/01/05 02/01/06 $2,000,000 per claim Liability $2,000,000 annl aggr. II DESCRIPTION OF OPERATIONSILOCATIONSNEHICLESIEXCLLSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS - General Liability policy excludes claims arising out of the performance of professional services I' Re: Service Agreement - Geotechnical work for a 3 year term Certificate Holder is Additional Insured as respects General (See Attached Descriptions) j CERTIFICATE HOLDER 1 ADDITIONAL INSURE( City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 ACORD 25-S (7/97)1 of 2 #M119775 CANCELLATION Ten Day Notice for CANCELLATION Ten Day Notice for N�i�-Payrn�ntoPayrn�ntoo SHOULD ANYOF THE ABOVE DESCRIBED POLICIES BE CANCELLEC SEFC DATE THEREOF, THE ISSUING INSURER WILL 9XR0 l MXxD MAIL 30 NOTICETOTHE CERTIFICATE HOLOERNAMED TO THE LEFT, BX)OM M AUTHORIZED REPRESENTATIVE © ACORD C 0 0 Policy Number: BKO1558868 Owners, Lessees or Contractors (Form B) ADDITIONAL INSURED Change(s) Effective: 02/02/05 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION ll - WHO IS AN INSURED 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. Additional Insured continued. CL/BF 22 40 03 95 (Continued from Pa§e 1) Liability per endt attached. (AI/X) AMS 25.3 (07197) 2 of 2 #M119775 9 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493.1053 FAX www.sanjuancapistrano.org January 14, 2005 Petra Geotechnical 3185-A Airway Avenue Costa Mesa, CA 92626 1114 AIAAITit DT 105HU 1 1961 1716 MEMBERS OF THE CIN COUNCIL RE: Compliance with Insurance Requirements — Plan Check Services The following insurance document is due to expire: ✓ Professional Liability Certificate 02/01/2005 SAM ALLEVATO DIANE L. SATHGATE WYATT HART JOE SOTO DAVID M. SWERDLIN 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 qxRation date.* you have any questions, please contact me at (949) 443-6309. Secretary cc: Dawn M. Schanderl, Administrative Assistant San Juan Capistrano: Preserving the Past to Enhance the Future ["AC..QBD,M CERTIFICATE OF LIABILITY INSUMNCE DATE Dealey, Renton & Associates P. O. Box 10550 Santa Ana, CA 92711-0550 714 427-6810 INSURED Petra Geotechnical, Inc. 3185-A Airway Avenue Costa Mesa, CA 92626 COVERAGES ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER, THIS CERTIFICATE DOES NOT AMEND, EXTEND OR pE C C' ,J ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. ��''(( D INSURERS AFFORDING COVERAGE 1004 FEB -b P INSURER A: United States Fidelity & Guaranty_ - �CN, ISR B. Fidelity & Guaranty Ins. Underwriter C1 . , INSURER C: St. Paul Fire & Marine Ins. Co. SAN INSURER D: A merica—n Home Assuran—ce Company p --- /I E R E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR POLICY EFFECTIVE POLICY EXPIRATION LTR TYPE OF INSURANCE POLICY NUMBER DATE MM/DD/YY DATE MM/DD/YY - - LIMITS A GENERAL LIABILITY 8KO1558868 06/25/03 "1 06/25/04 EACH OCCURRENCE _ $1r000,OOQ _.- _.— ._ _ _ T— - __ _ - X COMM ERCIALGENERAL LIABILITY FIRE DAMAGE (My one fire) $300000 CLAIMSMAOE X OCCUR INDP.CONTRACTORS MED EXP (Any one person) $1O Q00 XIICONTRACTUAL_ INCLUDED eAD" LN.:URY ($1,000^00 _PERSONAL _ X 'BFPD, XCUsOCP GENERAL AGGREGATE s2000000 GEN'L AGGREGATE LIMITAPPLIESPER: PRODUCTS-COMP/OP AGG $2000,000 — POLICY -- PEO- LOC B AUTOMOBILE LIABILITY 'BA01558655 06/25/03 06/25/04 COMBINED SINGLE LIMIT I$1,000,000 X ANY AUTO (Ea accident) ALL OWNED AUTOS 'BODILY INJURY SCHEDULED AUTOS (Per person) $ X HIRED AUTOS BODILY INJURY $ X NON -OWNED AUTOS (Per accident) I PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY 'AUTO ONLY - EA ACCIDENT $ I ANY AUTO OTHER THAN EA ACC $ I AUTO ONLY: ADS$ A E%CESS LIABILITY BKO1476736 106/25/03 06/25/04'' EACH OCCURRENCE _ $4,000,000 X OCCUR CLAIMS MADE PROF. LIABILITY AGGREGATE $4000000 IS EXCLUDED � DEDucTIBLE $ X RETENTION $O $ C WORKERS COMPENSATION AND iWVA2445598 06I25103 06125104 X WG STATU- -0TH-i T RV ACCIDENT EMPLOYERS' LIABILITY EL EACH ACCIDENT $1,000,000 E.L.. DISEASE -EA EMPLOYEE! $1,000,000 10441721 E.L. DISEASE -POLICY LIMIT $1,000,000 D FOTHER Professional 02/01/05 $2,000,000 per claim 102/01/04 Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONWLOCATIONSNEHICLESIEXCLUSIONS ADDED BY ENCORSEMENTISPEC1AL PROVISIONS General Liability policy excludes claims arising out of the performance of professional services. Re: Service Agreement - Geotechnical work for a 3 year term Certificate Holder is Additional Insured as respects General (See Attached Descriptions) City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SHOULD ANY OFTHE ABOVE DESCRIBED POLICIESBE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL}X1( JQp MAIL 30-- DAYSWRITTEN NOTICE TOTHE CERTIFICATE HOLDER NAM ED TOTHE LEFT, BYAEe1XCW"j1BnrNlnl*XX ACORD 25-S (7/97)1 of 2 #M88757 �-- LL © ACORD CORPORAV91N 1988 Policy Number: BKO1558868 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 02/04/04 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED 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. Additional Insured continued. CL/BF 22 40 03 95 DE IPTIONS (Continued from Wge 1) Liability per endt attached. (AI/X) AMS 25.3 (07/97) 2 of 2 #M88757 E 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) 11'wm. sanjuancapistrano. org January 6, 2004 Petra Geotechnical 3185-A Airway Avenue Costa Mesa, CA 92626 le(ngeet[1 • tin sill 1961 1776 ' MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE JOHNS. GELFF MATT HART JOESOTO DAVID M. SWERDLIN INTERIM CITY MANAGER PAMELAGISSON RE: Compliance with Insurance Requirements — Plan Check Services The following insurance document is due to expire: VVV ✓ Professional Liability Certificate 02/01/2004 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400)f aseo Adelanto, San Juan Capistrano, CA 92675 by the above ex ation dAl Ay have any questions, please contact me at (949) 443-6309. cc: Dawn M. Schanderl, Administrative Assistant San Juan Capistrano: Preserving the Past to Enhance the Future 1,ACORD,. C�ERTIFICAM OF LIABILITY INSUMME 1 DATE °""' Dealey, Renton & Associates P. O. Box 10550 Santa Ana, CA 92711-0550 714 427-6810 INSURED_ -- Petra Geotechnical, Inc. 3185-A Airway Avenue Costa Mesa, CA 92626 COVERAGES ONLY AND CONFERS NO RIGHTS UPON THE HOLDER. THIS CERTIFICATE DOES NOT AMEN( ALTER THE COVERAGE AFFORDED BY THE POL INSURERS AFFORDING COVERAGE INSURER A: United States Fidelity & Guaranty INSURER B: Fidelity & Guaranty Ins. Underwriter INSURER C: St. Paul Fire & Marine Ins. Co. INSURER D: American Home Assurance Company THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSN - POLICY EFFECTIVE LT TYPE OF INSURANCE POLICY NUMBER DATE MM/DD/YY - POUCY EXPIRATION I _ - _ - DAT MM/DD/YY LIMITS A GENERAL LIABILITY I BKO1478736 06/25/03 - 106/25/04 EACH OCCURRENCE_ 'i $_1,000,QQ0 COM ER DAMAGE (My Mattis) $300,00 EI CLAIMS XII OCCUR INDP. CONTRACTORS rFIRE MED EXP (My one Person) �10 Ol)0 X CONTRACTUAL _ (INCLUDED PERSONAL& ADV INJURY !$1,000,000 X BFPDr XCU OCPGENERAL AGGREGATE $yQQ QQQ GEN'L AGGREGATE LIM ITAPPLIES PER: ( PRODUCTS -COMP/OP AGG f $2,000 000 POLICY PRO -. LOC- JECT B AUTOMOBILE LIABILITY BA0147B733 06125/03 06125104 COMBINED SINGLE LIMIT $1,000,000 X ANY AUTO (Ea accident) ALL OWNED AUTOS ' ', BODILY INJURY § SCHEDULED AUTOS (Per Person) X HIRED AUTOS - BODILY INJURY $ X NON -OWNED AUTOS accident) PROPERTY DAMAGE 1$ (Per accident) GARAGE LIABILITY '_AUTO ONLY - EA ACCIDENT i$_ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY'. AGG $ A EXCESS LIABILITY I BKO1478736 106/25/03 06/25/04 EACH OCCURRENCE_ s4,000 000 - XJ OCCUR _ CLAIMS MADE iPROF, LIABILITY LAGGREGATE __$4000__,000 _ IS EXCLUDED !$ F_ _ _ _ DEDUCTIBLE_ - X RETENTION §O § C IWORKERS COMPENSATION AND IWVA2445598 06/25/03 ;06/25/04 'X WCs,TMT- 0TH EMPLOYERS'LIABILITY E.L. EACH ACCIDENT_ $ -- Y 1,000,000 ' E.L. DISEASE - EA EMPLOYEE_I $1,000,0_00 E.L. DISEASE -POLICY LIMIT $1,000,000 D OTHER Professional 0441717 02/01/03 02/01/04 $2 0,000 r clai 9 (Liability $2,890,000 agg c� DESCRIPTION OF OPERATIONS/LOCATONS(VEHICLESIEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS - Re: Service Agreement - Geotechnical work for a 3 year term - 0 Certificate Holder is Additional Insured as respects General ` Liability per endt attached. - (AI/X) LAJ City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 25-S(7/97)1 of 1 #M88757 SHOULD ANYOFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE TH E EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL "RVANSM MAIL 30 DAYSWRITTEN NOTICETOTHE CERTIFICATE HOLD ERNAMED TOTHE LEFT, 8KMffD6tlM"AAAAAIX =X 0 ACORD CORPORATION 1988 Policy Number: BKO1478736 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 06/26/03 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED 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. Additional Insured continued. CL/BF 22 40 03 95 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) iviv m. sanjuancaprstrano. org June 13, 2003 Petra Geotechnical 3185-A Airway Avenue Costa Mesa, CA 92626 }�:Y,( euueuw nuunw � 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L BATHGATE JOHN S. GELFF WYATTHART JOESOTO DAVID M. SWERDUN CITY MANAGER GEORGESCARBOROUGH RE: Compliance with Insurance Requirements - Plan Check Services The following insurance documents are due to expire: V General Liability Certificate 6/25/2003 V General Liability Endorsement naming the City of San Juan Capistrano as additional insured. I Automobile Liability Certificate 6/25/2003 V Workers Compensation Certificate 6/25/2003 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adeianto, San Juan Capistrano, CA 92675 by the above expiration dates. If you have any questions, please contact me at (949) 443-6310. Sincerely, ls&alYj �r� z.Ce-'c Dawn Schanderl Deputy City Clerk cc: William Huber, Director of Engineering & Building Administrative Assistant, Engineering DRUG USE n San Juan Capistrano: Preserving the Past to Enhance the Future ACORD. CERTIFICATOOF LIABILITY INSURANCE 1 DATE °""' 1 Dealey, Renton & Associates P. O. Box 10550 Santa Ana, CA 92711-0550 714 427-681b Petra Geotechnical, Inc. 3185-A Airway Avenue Costa Mesa, CA 92626 COVERAGES ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE INSURER A: American Home Assurance Company INSURER B: INSURER C: INSURER D' INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR� LTR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION OMITS GATE MM/DD/YY DATE MW/DD/YY GENERALUABIUTY EACH OCCURRENCE $ COM M ERCIAL GENERAL L IAB IL ITY' FIRE CAMAGE(Any one fire) J CLAIMS MADE OCCUR MED EXP (Any one pemon) - �$ - PERSONAL & ADV INJURY $ GENERAL AGGREGATE $ ,_ GEN'L AGGREGATE LIM IT APPL IES PER: PRODUCTS-COMP/OP AGG $ l POLICY PRO LOC - AUTOMOBILE LIASIUTY ^� COMBINED SINGLE LIMIT ANY AUTO ' (Ea eecitlenp $ ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS I (Pe rperson) $ _ HIREDAUTOS BODILY INJURY _ NON -OWNED AUTOS Peraccident) $ - PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ _ OTHER THAN EA ACC $ ANY AUTO _ $ AUTO ONLY: AGG EXCESS LIABILITY EACH OCCURRENCE s ] OCCUR El CLAIMS MADE AGGREGATE $ �- r Is DEDUCTIBLE $ RETENTION $ WORKERS COMPENSATION AND WC STATU- OTH- TORY LLMII$_ _ R _ EMPLOYERS' LIABILITY I ' E.L. EACH ACCIDENT $ E.L. DISEASE -EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ A OTHER Professional 0441717 02/01/03 02/01/04 $2,000,000 Per Claim Liability $2,000,000 Annl Aggr. DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLESIEXCLUSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS Re: Service Agreement - Geotechnical work for a 3 year term D = Certificate Holder is Additional Insured as respects General C_ Liability per endt attached. ccs rn m oo 0 (AI/X) W m City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 ACORD 25S (7/97)1 of 1 #MR3740 SHOULD ANYOFTHE ABOVE DESCRIBED DATE THEREOF, THE ISSUING INSURER NOTICETOTHE CERTIFICATE HOLDERN) THE EXPIRATION - DAYS W RITTEN K 0 ACORD CORPORATION 1988 n u 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) iviviv.sanjuancapistrano. org January 22, 2003 Petra Geotechnical, Inc. 3185-A Airway Avenue Costa Mesa, California 92626 IADAl111R1 IsmmAa I11 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L BATHGATE JOHN S. GELFF MATTHART JOESOTO DAVID M. SWERDLIN CITY MANAGER GEORGESCARSOROUGH RE: Compliance with Insurance Requirements - Plan Check Services The following insurance document is due to expire: V Professional Liability Certificate 2/1/2003 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above expiration dates. If you have any questions, please contact me at (949) 443-6310. Sincerely�,� /Im lM �� Dawn Schanderl Deputy City Clerk cc: William Huber, Director Engineering & Building Michelle Noreillie, Administrative Assistant San Juan Capistrano: Preserving the Past to Enhance the Future Client#: 6150 PETRAGEOT ACDAa CERTIFICIW OF LIABILITY INSU&NCE DATE(MoZ°"Y) 06/25/ PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates P. O. BOX 10550 ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Santa Ana, CA 92711-0550 06/25/02 714 427-6810 INSURERS AFFORDING COVERAGE INSURED INSURER A: Lumbermens Mutual Casualty Co. Petra Geotechnical, Inc. INSURER B: American Motorists Ins. Co. 3185-A Airway Avenue Costa Mesa, CA 92626 INSURER c: American Home Assurance Company INSURER D: INDP. CONTRACTORS INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. L SR f TYPE OF INSURANCE POLICY NUMBER POA MMIODWY PDATEE Q ON LIMITS A GENERAL LIABILITY 7RD79526801 06/25/02 06/25/03 EACH OCCURRENCE $JQQQ QQQ X COM M ERCIAL GEN ERAL LI AS ILITY FIRE DAMAGE(Any one fi re) $100,000 CLAIMS MADE1XI OCCUR INDP. CONTRACTORS MED EXP(Any one pecon) ($10,000 X CONTRACTUAL INCLUDED. PERSONAL &ACV INJURY ($1,000,000 GEXJBFPD, XCU, OCP GENERALAGGREGATE _ $2,000,0_00 _ N'L AGGREGATE LIM ITAPPLIES PER: PRODUCTS -COMP/OP AGG ' $2,000,000 POLICY PRO- LOC B AUTOMOBILE LIABILITY E7HO5982800 06/25/02 06/25/03 COMBINED SINGLE LIMIT XANY AUTO (Ee accident) $1,000,000 ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS (Per Penson) S I X_ HIRED AUTOS BODILY INJURY III I_X NON -OWNED AUTOS (Pereccident) PROPERTY DAMAGE I$ (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT S ANY AUTO OTHER THAN EAACC �S___ AUTO ONLY: AGG $ A EXCESS LIABILITY 7RD79526801 06/25/02 06/25/03 EACH OCCURRENCE $4 O00 000 �X OCCUR CLAIMS MADE AGGREGATE_1$4,000 ,000 DEDUCTIBLE _ g RETENTION $ '$ B WORKERS COMPENSATION AND 7BG10729501 06/25/02 06/25/03 X WC STATU- j OTH. Y LIMIT ,. ER EMPLOYERS' LIABILITY _ E. L. EACH ACCIDENT $1,000,000 _ E.L.DISEASE-EAEMFLOYEE�31 , 000,000 E.L. DISEASE -POLICE LIMIT 181,000,000 C OTHER Professional 1152117 02/01/02 02/01/03 $1,000,000 Per Claim lability $2,000,000 Annl Aggr. DESCRIPTION OF OPERATION&/LOCATIONS(VEHICLES/EXCLUSIONS ADDED BY ENOORSEMENTASPECIAL PROVISIONS Re: Service Agreement - Geotechnical work for a 3 year term Certificate Holder is Additional Insured as respects General Liability per endt attached. (AI/X) City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SHOULD ANYOFTHE ABOVE DESCRIBED POL)CIESBE CANCELLED BEFORE THE EMRATON DATE THEREOF, THE ISSUING INSURER WILLXXFa MAXW MAIL 30_ DAYS WRITTEN NOTICETOTHE CERTIFICATE HOLDER NAMED TOTHE LEFT, BKx%ftPIPAXAARANAUWL7 ACORD 25-S (7/97)1 of 1 #M75770 %-�kMK ® ACORD CORPORATION 1988 THIS FORM IS AN EXCERPT FROM SP 74 34 (ED. 07 99) • KEMPER PREMIER ENDORSEMENT FOR ARCHITECTURE AND ENGINEERING FIRMS THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: BUSINESSOWNERS SPECIAL PROPERTY COVERAGE FORM BUSINESSOWNERS LIABILITY COVERAGE FORM SCHEDULE OF COVERAGES AND LIMITS ADDRESSED BY THIS ENDORSEMENT T. ADDITIONAL INSUREDS — BY CONTRACT, AGREEMENT OR PERMIT Item 5. of Section C. — WHO IS AN INSURED, is deleted and replaced by the following: S. Additional Insureds — By Contract, Agreement Or Permit Any person or organization to whom or to which you are obligated by virtue of a written contract, agreement or permit to provide such insurance as afforded by this policy is an insured, but only with respect to liability arising a. "Your work" for the at insured by ou�__,� b. Permits Issued by state or political subdivisions for operations performed by you; or c. Premises you own, rent, occupy or use. This provision does not apply unless the written Contract or agreement has been executed, or the permit has been issued, prior to the "bodily Injury;' "property damage," "personal Injury" or "advertising injury." This provision does not apply to any person or organization Included as an insured under Additional Insureds — Vendors. This insurance Is primary and is not additional to or contributing with any other insurance carried by or for the benefit of Additional Insureds. U. AGGREGATE LIMIT OF INSURANCE (PER PROJECT) The following is added at the end of item i of Section DA, Aggregate Limits: This General Aggregate Limit applies separately to each of your projects away from premises owned by or rented to you. V. WAIVER OF SUBROGATION Item 2., of the Transfer Of Rights Of Recovery Against Others To Us Condition, of the BUSINESSOWNERS COMMON POLICY CONDITIONS, SP 71 10, is deleted and replaced by the following: 2. Applicable to Businessowners Liability Coverage: a. if the Insured has rights to recover all or part of any payment we have made under this policy, those rights are transferred to us. This Insurance shall not be invalidated should the Named Insured waive in writing, prior to a loss, any or all rights of recovery against any party for a loss occurring. However, the insured must do nothina after a loss to impair these rights. At our request, the insured wilibring "suit" or transfer those rights to us and help us enforce them. This condition does not apply to Medical Expenses Coverage. b. After a loss you may waive your rights against another party in writing, only if, at the time of the loss, that party is one of the following: A business firm 1) Owned or controlled by you; or 21 That owns or controls you. BP 74 U (Ed. 07 99) Printed in U.SJL 0 32400 PASEO ACIELANTO SAN .JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www. sanjuancapistrano. org June 13, 2002 Petra Geotechnical 3185-A Airway Avenue Costa Mesa, CA 92626 Ju% �3I Essuus.m 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE COLLENE CAMPBELL JOHN S. GELEF MATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH RE: Compliance with Insurance Requirements - Plan Check Services The following insurance documents are due to expire: V General Liability Certificate 6/25/2002 General Liability Endorsement naming the City of San Juan Capistrano as additional insured. Y Automobile Liability Certificate 6/25/2002 Y Workers Compensation Certificate 6/25/2002 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above expiration dates. If you have any questions, please contact me at (949) 443-6310. Sincerely, ADawMM. inderji"" Deputy City Clerk cc: William Huber, Director of Engineering & Building Michelle Noreillie, Administrative Assistant San Juan Capistrano: Preserving the Past to Enhance the Future ATTACHED ARE THE FOLLOWING (please describe document, i.e. agreement, contract, consultant agreement, etc.): c� 5eR✓(4°S /41 ::Ls ::Ls IAis Ac<<,P, M �w6vrl'r-Ce Cid n'rwr--V i9e0vtve GGaD�DIIgS . (1) F r your approv and signature (2) For your review and comment /[ } (3) For your information [ ] (4) As requested [ ] (5) [ ] PLEASE: (A) Keep for your files [ ] (A) When completed, return to: [ ] Ext. (C) Date/Time needed: CITY ATTORNEY'S COMMITS n i-- _r , o" 0 • CITY OF A CAPISTRANO INTE -DEPARTMENTAL MEMORANDUM TO: John Shaw, City ttor ey FROM: us P rZ DEPT: City Atto DEPT: L O SUBJECT: Document Revi DATE:— w 1 PHONE EXT: 43-37 ATTACHED ARE THE FOLLOWING (please describe document, i.e. agreement, contract, consultant agreement, etc.): c� 5eR✓(4°S /41 ::Ls ::Ls IAis Ac<<,P, M �w6vrl'r-Ce Cid n'rwr--V i9e0vtve GGaD�DIIgS . (1) F r your approv and signature (2) For your review and comment /[ } (3) For your information [ ] (4) As requested [ ] (5) [ ] PLEASE: (A) Keep for your files [ ] (A) When completed, return to: [ ] Ext. (C) Date/Time needed: CITY ATTORNEY'S COMMITS n i-- _r , o" 0 THIS FORM IS AN EXCERPT FROM 804 34 (ED. 07 99) C� r1 0 KEMPER PREMIER ENDORSEMENT FOR ARCHITECTURE AND ENGINEERING FIRMS THIS ENDORSEMENT CHANGES LHE POLICY. PLEASE READ IT CAREFULLY. 7 his endorsement modifies insurance provided under the following BUSINESSOWNERS SPECIAL PROPERTY COVERAGE FORM BUSINESSOWNERS LIABILITY COVERAGE FORM SCHEDULE OF COVLRAGES AND LIMITS ADDRESSED BY THIS ENDORSEMENT T. ADDITIONAL INSUREDS - BY CONTRACT, AGREEMENT OR PERMIT Item 5 of Section C. — WHO IS AN INSURED, is deleted and replaced by the following: S. Additional Insureds — By Contract, Agreernertt Or Permit Any person or organization to whom or to which you are obligated by virtue of a written contract, agreement or permit to provide such insurance as afforded by this policy m an insured, but Only with respect to liability l a. "Your work' for that insured by you; b. Permits Issued by state or political subdivisions for operations performed by you, or c. Premises you own, tent, occupy or Use. rhis provision does not apply unless the written contract or agreement has been executed, of the permit has been issued, poor to the "bodily Injury," "property damage, - ,personal injury, or "advertising Injury' This provision does not appy to any person or organization Included as an Insured under Additional Insureds Vendors. This insurance is primary and is not additional to or contributing with any other insurance carried by or for the benefit of Additional Insureds_ U. AGGREGATE LIMIT OF INSURANCE (PER PROJECT) The following is added at the end or item b) of Section D A . Aggregate Limits, This General Aggregate Limit applies separately to each of your • projects away from premises owned by or rented to you BP 74 U (Ed. 07 99) r,r ir: ,'a 76oza V. WAIVER OF SUBROGATION Item 2., of the Transfer Of Rights Of Recovery Agalnst Others To Us Condition, of the BUSINESSOWNERS COMMON POLICY CONDI110NS. 812 71 10. is deleted and replaced by the following: 2_ Applicable to Businessowners Liabillty, Coverage' a, If the Insured has rights to recover all or part of any payment we have made under this policy. those rights are transferred to us. This insurance shall not be invalidated should the Named Insured waive in writing, pnor to a loss, any or all rights of recovery against any party for a loss occurring. However, the insured must do nnthina after a loss to impair the% rights. At our request, the Insured Wp(bnng "suit" or transfer !hose rights to us and help us enforce them. This condition does not apply to Medical Expenses Coverage b. After a loss you may waive your rights against another party in writing, only if, at the time Ot the loss, that Party is one of the following: A business firm 1) Owned or controlled by you, or 2) That owns or controls you INSURED. PETRA GEOTECHNICAL, INC. POLICY #: 7RU79526800 [rFFCTIVE 6/25701 Printed in U.SA ^,09sV NO,:.N3E )T Via OT89LZ64TL 0:60 ZOOZ,tO'iNVr V.I 1C111. It U:1 _ ACORo,. _CERTIFICATIPOF LIABILITY INSUR CE IDAi4iomy` PRODuCCA THIS CERTIFlCATE IS ISSUED AS A MATTER OF INFORMATION llCaley, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 1). 0- Box 1 O S S O HOLDER. THIS CERTIFICATL DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. a Ana, CA 92-711-0550 --- 7 427-6810 INSURED - Petra Geotechnical, Inc. 318 S-A Airway Avenue Costa Mesa, CA 92626 INSUHLHS AFFORDING COVERAGE INSURLHA. Lumbermens Mutual Casual�y__CO. INSURER BAmerican MOt.Ori StS Ins. Co. INSURER C. American Home Assurance Compan INSURER D' _.._. ._.... _ INSURLH F COVERAGES $ (Par aaden) THE POLICIES OF INUHANCI: L151FD HFIOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR IHI POLICY PERIOD INDICATED NOTWITHSTANDING ANY HI QUIHI M.I NI TI RM OR CONDITION OF ANY CON(HACT OR OTHER DOCUMENT WITH RESPECT to WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PI WAIN. IHE INSURANCE AFFORDED BY IFII P01104s DEsCHIII HEHEIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH PO -ICES AGGRCGATL UMI7S SHOWN MAY HAVI BFFN REDuCE08Y PAID CLAIMS. S .g'- OTHER THAN CA ACC VSN .TR TY PE Of IN - 1POUCY EFFECTIVE POLICY NUMBLA GATEj44/00/YV) I POLICY EXPIRATION7 pp¢ �MIDOIYY) UNI A GFNfHAL IIABILITY 7RT)79526800 06/25/O1 06/25/02 EACH OCCURRENCE _ Sl, 000, 000 X WIAMEHCIAI t,FNFRM LIABIUTY FIRI DAMAGE (Any onefire) $100,000 iCLAMSMAOLLX- ,OCCUR INDP, CONTRACTOR MLUexP(AnyoP*peeroe) S10,000__ X CONTRACTUAI, IS 1NCLUDEL)- PERsoNALaAOVInJuav $1 000 1 000 X t3F'Pll, XCIT, OCP GENERA AGGRECWTE _$2,000,000 GENLAGGPEGATLLIMHAPPLIE1SPLR. PRODUCTS-COMP/oP AGG s2 000,000 PUI ICv I Ak� I GC .. A AUTOMOBILE LIABILITY F7YO5.311800 - 06/25/01'06/25/02 I XIANYALHO COMBINEOSINGLE LIMIT I lEs accoenQ $1 000,000 r OWNLII AU TUS BODILY INJURY �GDU.ALL 9 d FAUTOS ,(Per _ person)D L$ -- _ X HAFDAt, OS X ) NVN-OWNiU AVf VS • GARAGI I IABII I TV-`""- ANY AUTO 1— A �EXCESSLIALAUT 7RD79526800 XI OCCUR CLAIMS MADE UEOUCTIL IE PETCNEaN S BODILY INJURY $ (Par aaden) b PROPERTY DAMAGE (Per ..A.r ) AUTO ONLY -EA ACCIDENT S .g'- OTHER THAN CA ACC AUTOONLY ' 06/25/01 06/25/02 1 EACH OCCURRENCE 52, 000, 000 AGGREGATE 52000,000 Ii WORKIHSCOMPLNSAIIONAND 7131310729500 06/25/01 x06/25/02 EMPLOYERS' LIABILITY C OTHEH Professional 704 Liability 7 1/01102/01/02 WCSXATU- -OTI _ TORY, LIMAS. I DEE EL EACH ACCIDENT E.L. DISEASE - EA LMPLOYI E L DISEASE - POLICY LIMI $1,000,000 $2,000,000 per claim annl aggr. DESCRIPTION OC OPERATIONSILOCATIONSP/EHICLESEXCLOSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS It canceiled for non-payment of premium, 10 days notice given. Re.: Service Agreement - Geotechnical work for a 3 year Lerm Certificate Holder is Additional Insured as respects General Liabiiit.y per endt. attached. (A1/X) CERTIFICATE_ HOLDER _ ADDDTONIILPIGURPD,INSURPNLEWER- CANCELLATION _ SHOUL D WYOF TME ABOVE DL SC W BED POLICIES SE CMICLLLED BEFORE THE 2XARATON • City of San Juan Capistrano OATS THEREOF, THE ISSUING INSURER WILL MgD&XKXgaeeec3A DAYSWRIWCN Attn: City Clerk NOTICETOTHE CERTIFlGATE HOLD ERMAN ED TO THE LEFT Jt 32400 Paseo Adelanto San Juan Capistrano, CA 926/5 BLSacuc�asXxD x_ - AUTHORIZED REP ACORD 25S (7/97)) of 1 #M61525 CMK © ACORO CORPORATION 1988 LO. �LCC'd SCCZ# DOSSK VO,LN3ri AArl H'I 13T89LZ56TL Ct:60 Z00Z,60-NVr FAX Memo Dealey, Renton & Associates, Insurance Brokers 3 Hutton Centre Drive, Suite 450 Santa Ana, CA 92707 CA License -0020739 Date January 4, 2002 Number of pages includmp, coves sheet �gre� To: City of San Juan Capistrano From: Kristen Mortensen Attention: Dawn Phone: 714 427-6810 Extension 43 Phone: For your Information Fax: 714-427 6818 Fax Phone: 949 493-1053 Email: kmortensen@insdra.com RF: Certificate of Insurance for Petra Geotechnical • • Dawn, Please see the attached Certificate of Insurance with Additional Insured endorsement. Per our conversation, please forward this to the proper district fox approval Kristen Mortensen Account Assistant E;00/:cc'a SCO7# ^oSSV NIGIN313 A37K3C OT89LZ TL 2t:60 NOZ,4V txf For your Information For Your Review REPLY ASAP Please Comment InformationL7 You Requested Urgent • • Dawn, Please see the attached Certificate of Insurance with Additional Insured endorsement. Per our conversation, please forward this to the proper district fox approval Kristen Mortensen Account Assistant E;00/:cc'a SCO7# ^oSSV NIGIN313 A37K3C OT89LZ TL 2t:60 NOZ,4V txf ACORQM CERTIFICA10 OF LIABILITY INSURANCE DAM PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE P. O. Box 10550 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Santa Ona, CA 92711-0550 714 427-6810 INSURERS AFFORDING COVERAGE INSURED INSURER A: American Home Assurance Company Petra Geotechnical, Inc. – -- — --P–— INSURER B: 3185-A Airway Avenue INSURER C. Costa Mesa, CA 92626 INSURER D: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. T PDATEY ANYSN �Tp TYPE OF INSURANCE POLICY NUMBER �PpATE MM/GWYY NA LIMITS GENERAL LIABILITY EACH OCCURRENCE$ II COMM ERCIAL GENE RAL LIABILITY i ' FIRE DAMAGE one lire) $ I f - CLAIMS MADE - OCCUR MED EXP (Any one person) $ PERSONAL & ADV INJURY $ `GENERAL _ AGGREGATE $ GEN'L AGGREGATE LIM ITAPP PRODUCTS -COMP/OPAGG $ `FOCR: POLICY PRO- — LO ECT AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1 Ill ANY AUTO 'll (Ea accident) $ ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY $ (Per person) HIRED AUTOS -- 'BODILY INJURY NON -OWNED AUTOS (Per accident) $ - — -- - -- -- - - - - PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY AUTOONLY_ EA ACCIDENT $ - - EA ACC $ OTHER THAN _ ANY AUTO -- , AUTO ONLY: AGO $ EXCESS LIABILITY EACH OCCURRENCE $ AGGREGATE :OCCUR CLAIMS MADE $ DEDUCTIBLE -� Is 1 RETENTION $� $-- WORKERS COMPENSATION AND 1 WCSTATOTH- RV LIMIT TS ER I EMPLOYERS' LIABILITY ... E.L. EACH ACCIDENT $ 4E_L. DISEASE -EAEMPLOYEE;r E.L. DISEASE - POLICY LIMIT A OTHER Professional 11152117 '02/01102 02/01/03 $1,000,0§11gar Cflairlk7 Liability ;a I $2,000,0 :Akh'tAggr. ra C3 m DESCRIPTION OF OPERATIONS/LOCATONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Re: Service Agreement - Geotechnical work for a 3 year term – "' –' r o Certificate Holder is Additional Insured as respects General r 3 Liability per endt attached. -- c (AI/X) ry City of San Juan Capistrano Attn: City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SHOULD ANYOF THE MOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL AAR590DA100 MAIL 30..... DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLD ER NAM ED TO THE LEFT, BXXLVA WSAxAAAAAAELMX) ACORD 25-S (7/97)1 of 1 #M70651 _ e. `i'�MK © ACORD CORPORATION 1988 0 32400 PI AD[�ANT C SAN JUAN (:AO' STM (949) 493.1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org January 10, 2002 Petra Geotechnical, Inc. 3185-A Airway Ave Costa Mesa, CA 92626 Dear Sir or Madam: I�ulul I 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L BATHGATE JOHNS. GELFF COLLENE CAMPBELL MATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH Please find enclosed a fully executed Personal Services Agreement related to providing Engineering/Building Plan Check, Engineering and Architectural Services. The term of the agreement is three years with two one-year extensions. Thank you for forwarding the evidence of insurance and endorsements as required by the agreement. Please be aware that the evidence of insurance that we have on file for professional liability expires on February 1, 2002. All required evidence met must be maintained current with our office. Should evidence lapse, work under this agreement must stop and payments for work completed are withheld until we receive the required documentation. You may proceed with work under this agreement in coordination with Jill Thomas, Management Analyst (949) 443-6362. Sincerely, han, CMC Clerk ) 443; enclosure: agreement cc: Jill Thomas, Management Analyst William Huber, Engineering and Building Director onua use 1s THE POLICIES OF IN3tj IAS YJ Cliet_ ANY REQUIREME=NT ' I -P l R-. TRAGEOT _ X12 CERTIFI�_:�.� WE OF LIABILITY INSUIONCE 6/22/01 PRODUCER - - - THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Re -1=C & Assoc--, ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE P. O. BOY.' ) HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR .,il:. INDI ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Santa Ana, C:P 92711-09" X BFPD, (G, 714 427-68111 Ja �1, 1-� 'I _ GEN'LAGGREGATE I&1R 1i INSURERS AFFORDING COVERAGE INSURED �, LDC I`SURFRA Lumbermens Mutual Casualty Co. Petra Gectecr. .Cal, Inc', r;SURFRB American Motorists Ins. Co. 3185-A Ai.r;vt:.±; Costa Mesa C, ,venue 92626�Y „URLRC American Home Assurance Company SCHEDULED A,I1'h:3 IrsuRLHo X� NON-OWNEDAUTI:$ ViSURER E rnVF_RAC.F_S GARAGE LIABILITY ANY AUTO THE POLICIES OF IN3tj IAS i LISTED BELO'A ANY REQUIREME=NT ' I -P l OR CONDITION MAY PERTAIN, THE IN U CE AFFORDED I POLICIES. AGGREGATE -L 1' 3SHOWN MAY Hi LTRT(NSR TYPE OF INSUPAI _ ._. (Per person) -_ A GENERAL UABIDTt 7 RD I X�COMMERCIALI E IEII IABILITY ' (Per accident) CLAIMSMACE OOCUR INDI C ? CONTRA (, -LI _ IS 11 X BFPD, (G, OCP_ _ GEN'LAGGREGATE I&1R 1i IES PER: POLICY -1 "JE'( )rr_. �, LDC A AUTOMOBILEUABIUT+ I,E7Y( x ANY AUTO ALL OWNED AUTO SCHEDULED A,I1'h:3 X HIRED AUTOS X� NON-OWNEDAUTI:$ GARAGE LIABILITY ANY AUTO 7RD7o A EXCESS LIABILITY XJ OCCUR 711 $ MADE l I DEDUCTIBLE RETENTION_ 9. B WOR'IA '1011 D7BG: EMPLOYERS'UMH ITY '�. OTHER Prof e3 !. lal 19040 > Liability DESCRIPTION OFOPERATION,,L,) nONS/VEHICLE&ED If cancelled :t' - non-pa}t Certificate Ik: ter is A c c Liability per : idt attar,1 (AI/X) I ADDITIONALW l City of San c� Capistn. Attn: City 32400 Paseo 1C3: anto Can Juan Cap:i sl ano, CA -.e INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NOTWITHSTANDING -' 'SER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR EREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH O�AIMS - - P0n:FY EFFECTIVE TPOLIICY11 n.1. EXPIRATION — _ — LIMITS 05/25/0106/25/02 EACH OCCURRENCE1$1,000,0.00 FIRE DAMAGE (Any onetre) I$1, 00.0,_000 r NED EXP(Any one person)_ $10,000 PERSONAL B ADV INJURY I$1 L000, 000 GENERAL AGGREGATE $2, 000, 000 _ PRODUCTS -COMP/OP AGO I $2 , 000,000 5/25/01 106/25/02 1 COMBINED SINGLE LIMIT (Ea accident) _ $1,000,000 t 'BODILY INJURY $ (Per person) -_ BODILY INJURY $ (Per accident) _ PROPERTY DAMAGE $ $ (Per accident) - AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC_j $. 'AUTO ONLY: AGG j $ : �(11 106/25/02 , EACH OCCURRENCE _ �s2, 000,_000 AGGREGATE _1s21000 000 $ 01 .06/25/02 X I�RYDM1s I_ _°ER_,_ c. L. cACN uDEvT Si , v -or , 000 EL.DISEASE-_EAEMPLOYEEI_$11 000,000 _I E.L. DISEASE - POLICY LIMIT $1 000,000 01., 20 01/02 $1,000,000 per claim $2,000,000 annl aggr. .'EGId. PkOVBIONS Bays notice given. respects General ,HOULJ ANYOFTHE ABOVE D ESCRIBED POLICIES BE CANCELLED BEFORE TH E EXPIRATION A- TLEREOF, THE ISSUING INSURER WILL jM§IE3%XX0 1AIL 3.0 DAYSWRITTEN OTICE'IOTHE CERTIFICATE HOLDER NAMED TOTHE HVF:.'F HOS@�iVB7i9tQQR0�QDCIFZ�9�94D406➢[➢IPA9C174H0L4AlNEA.A9¢9Z6L�4�( ;;XI e, sa:ararvasc IJT:9)'� ZED y REPRESENTAT IIVEE" a �.I,�I 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org December 21, 2001 Petra Geotechnical, Inc 3185-A Airway Ave Costa Mesa, CA 92626 Dear Sir or Madam: 0 Jac* Is,Ruswu 1961 1776 MEMBERS OF THE CITY CCLNCIL DIANE L. RATHGATE JOHNS, GELFF COLLENE CAMPBELL WYATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH One December 4, 2001 the City Council of San Juan Capistrano approved a Personal Services Agreement with Petra Geotechnical, Inc to provide geotechnical for a three- year term, with (2) one-year extensions possible, not to exceed $50,000 per project proposal, per year. Prior to initiating work and in order to continue work under this agreement, evidence that all terms under Section 14. Insurance must be current and on file in the City Clerk's office. Our records indicate that we have partial evidence on file. Please forward an additional insured endorsement, see section 14.4. If you have any questions regarding this agreement, please contact Jill Thomas, Management Analyst, at (949) 443-6362. If you have questions related to the evidence required under Section 14, please contact Dawn Schanderl, Deputy City Clerk, (949) 443-6310. Sincerely, f l r nah n, CMC City Jerk (949) 308 Enclosure: Terms of agreement, Section 14. Insurance (14.1 through 14.8) cc: Jill Thomas, Management Analyst, William Huber, Engineering and Building Director; Dawn Schanderl, Deputy City Clerk DRUG USE is San Juan Capistrano: Preserving the Past to Enhance the Future C, 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistratio.org January 10, 2002 Petra Geotechnical, Inc. 3185-A Airway Ave Costa Mesa, CA 92626 Dear Sir or Madam: Ip[OIIOIAIl1 lnnuslR 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L. SATHGATE JOHN S. GELFF COLLENE CAMPBELL MATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBCROUGH Please find enclosed a fully executed Personal Services Agreement related to providing Engineering/Building Plan Check, Engineering and Architectural Services. The term of the agreement is three years with two one-year extensions. Thank you for forwarding the evidence of insurance and endorsements as required by the agreement. Please be aware that the evidence of insurance that we have on file for professional liability expires on February 1, 2002. All required evidence met must be maintained current with our office. Should evidence lapse, work under this agreement must stop and payments for work completed are withheld until we receive the required documentation. You may proceed with work under this agreement in coordination with Jill Thomas, Management Analyst (949) 443-6362. Sincerely, han, CMC Clerk enclosure: agreement cc: Jill Thomas, Management Analyst William Huber, Engineering and Building Director DRUG USE rs San Juan Capistrano: Preserving the Past to Enhance the Future 9 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 5232,090.37 RECEIVED AND FILED. (300.30) 4.(38)CONSULTANT SERVICES AGREEMENTS APPROVED TO PROVIDE PLAN CHECKAND DESIGN SERVICES FOR ATHREE -YEAR TERM WITH TWO ONE- YEAR EXTENSIONS, NOT TO EXCEED $50,000 PER PROJECT PROPOSAL, PER YEAR. (600 30) 1 The following companies were awarded Consultant Services agreement: AMEC Earth & Environment, Inc.; Berryman & Henigar; Charles Abbott Associates; CgVL Engineers; KFM Engineering; Norris-Repke, Inc.; P & D Consultants; Peter & Associates; RBF Associates; Adams Streeter Civil Engineers; AKM Consulting Engineers; Boyle Engineering; DH Civil Engineering; Focus Engineering; Gong Enterprises; Hartzog & Crabill, Inc.; J.L. Patterson; KhrAssociates; La Belle Marvin; LAN Engineering; Parsons Transportation; Richard Watson & Associates; RK Engineering Group; Tetra Tech; The Keith Companies; Toal Engineering; Urban Crossroads, Inc.; Van Dell & Associates; Willdan Associates; Esgil Corporation; Cotton Shires and Associates; David H. Lee & Associates; Hetherington CC Minutes 4 12-4-01 9 9 Engineering; Lawson & Associates; Petra Geotechnical, Inc.; Austin -Foust Associates; Darnell & Associates; LSA Associates. 5. RESOLUTION NO. 01-12-04-02 ADOPTED ENTITLED "RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO, CALIFORNIA APPROVING THE APPLICATION FOR GRANT FUNDS FOR THE ROBERTI- Z'BERG-HARRIS URBAN OPEN SPACE AND RECREATION PROGRAM UNDER THE SAFE NEIGHBORHOOD PARKS, CLEAN WATER, CLEAN AIR, AND COASTAL PROTECTION BOND ACT OF 2000 FOR IMPROVEMENT OF THE OLD HIGH SCHOOL SPORTS COURTS" (930.20) 6. CONSIDERATION OF ISSUES - LOS RIOS HISTORIC PARKING LOT (CIP NO. 125)(600.30) Written Communications: Report dated December 4, 2001 from William M. Huber, Engineering and Building Director. Gil Jones, 31791 Los Rios Street, supported the recommended action and encouraged that the project be completed in a timely manner. Council Action: Moved by Council Member Hart, seconded by Council Member Swerdlin and carried unanimously, 5-0, to direct City staff to return to a future meeting with an analysis of the two options: 1. L-shaped parking lot running along the border of the Rios property and the Niccola property. 2. The original design. Consistent with earlier direction, the option of a parking lot on the CRA-Trulis property will not be considered. Within those options staff will evaluate and provide recommendations on • Appropriate buffer between the Niccola s and Montanez property and the parking lot/RV storage; • A "nature walk" connecting to Ramos Street • Phased approach to allow the parking lot to be implemented as soon as possible within the City's fiscal limitations. Assumed within all option: • The parking lot will be asphalt rather than gravel or other less improved surface. • The RV storage lot will be gravel • The trees will be retained within the parking lot and RV storage to the maximum extent practical. Security issues will be carefully evaluated CC Minutes 5 12-4-01 0 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, notto exceed $50,000 per project proposal, per year. A. Summary and Recommendation The concept of a Plan Check Team was originally introduced in 1992 and, to date, has worked very well. It was created as a means to improve service delivery to resident and developer plan check. The concept has proven successful in that it has resulted in improved efficiencies. Our current contracts expire on December 31, 2001. Therefore, staff has solicited proposals and is requesting that 38 firms be recommended for a three-year term with two one-year extensions. B. Background History On January 21, 1992, City Council approved the concept of creating a plan check consultant team consisting of a select group of consultants. The team concept creates a long-term contract with each consultant. The purpose of the team concept is to have available consultants with pre -approved contracts and insurance in place and ready to go to work. The team concept allows staff to expeditiously process all consultant plan checking. In addition, the plan check team agreements all required that they perform their services at a specified percentage of the City's fees, which guarantees costs and assures that City staff is also compensated for processing from the remaining balance. All consultants agree to a fee not to exceed 65% and 80% depending upon the type of plan check. In many instances, the fees are negotiated lower, especially on larger projects. Upon expiration of the initial three year term, and having had a positive experience with this concept, the master listing was reviewed, updated, and again brought to Council for approval in January 1997. The updated listing included design services in addition to plan check services. FOR CITY COUNCIL AGENDA,,� 1i Agenda Item Page 2 December 4, 2001 2. Selection Process 0 A Request for Proposal was sent to 44 firms. Many of these firms were on the existing list, with others being added at a staff member's request. Of the 44 firms, 38 responded with proposals. The proposals included general engineering and building firms, as well as a number of specialty firms. The specialty firms include areas such as geotechnical, traffic, building structural and water quality services. A review team consisting of the Department Director and an Administrative Assistant reviewed the proposals for the following elements: • Consistency with the scope of work • Ability to meet schedules • Past performance of similar work • Individual(s) specified to work on projects • Ability to meet fee requirements • Qualifications of firm in handling required work Staff believes that all 38 firms qualify based on the above criteria. As this is a three-year contract with two one-year extensions, there is no need to narrow the field. Staff prefers to spread projects among the teams as work becomes available. This provides more flexibility and allows work to be performed in a more efficient and timely manner. The following list shows the consultants and their areas of expertise: General Engineering and Building Services AMEC Earth & Environment, Inc. Berryman & Henigar Charles Abbott Associates, Inc. CgVL Engineers KFM Engineering Norris-Repke, Inc. P & D Consultants, Inc. Peter & Associates RBF Associates General Engineering Only Adams Streeter Civil Engineers, Inc. AKM Consulting Engineers 0 0 Agenda Item Page 3 December 4, 2001 General Engineering Continued Boyle Engineering Corporation DH Civil Engineering Focus Engineering Gong Enterprises Hartzog & Crabill, Inc. J. L. Patterson KHR Associates La Belle Marvin LAN Engineering Parsons Transportation Richard Watson & Associates, Inc. RK Engineering Group Tetra Tech The Keith Companies Toal Engineering Urban Crossroads, Inc. Van Dell & Associates, Inc. Willdan Associates Building Services Only Esgil Corporation Geotechnical Services Cotton Shires and Associates, Inc. David H. Lee & Associates, Inc. Hetherington Engineering, Inc. Lawson & Associates, Inc. Petra Geotechnical, Inc. Traffic Services Austin -Foust Associates, Inc. Darnell & Associates, Inc. LSA Associates, Inc. 11 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 fora (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project proposal, per year. Respectfully Submitted, Prepared By, William M. Huber, P.E. Jill Thomas Director, Engineering and Building Administrative Assistant W M H/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 SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www. sanjuancapistrano. org i jeft i II[1111ufn annlsTR 1961 1776 �•I7� REQUEST FOR PROPOSAL for Professional Consulting Services to MEMBERS OF THE CITU COUNCIL DIANE L BATHGATE JOHNS. GELFF JOHN GREINER MATT HART DAVID M. SWERDLIN CITU MANAGER GEORGE SCARBOROUGH PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING, GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES GENERAL INFORMATION It is the intent of the City of San Juan Capistrano, Department of Engineering & Building, to establish a team of consultants to facilitate both building and engineering plan check, engineering and architectural services. The services are generally described herein and are intended to supplement staffs efforts where specific expertise is required or time constraints necessitate consultant assistance. From the proposals, a team of consultants will be selected who best represent expertise across the various specialty areas. The team will become part of a four-year program in which the work load will be spread among the team members. Work will be parceled out on an as -needed basis, and no specific guarantee can be given as to the annual fees for consultant usage. The consultant team will only be modified in the event consultants are dropped from the list due to corporate changes or it is deemed by the City that additional consultants are warranted. INVITATION TO RESPOND The City of San Juan Capistrano is soliciting proposals for professional consulting services. In general, the tasks identified above and delineated herein are to be performed with minimum direction and assistance from the City. Inquiries concerning the RFP should be directed to William M. Huber, Engineering & Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675; (949) 443-6336. oaun use Is 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:Q0 p.m., September 21, 2001 time. FORM OF PROPOSAL Proposals will not be accepted after this 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 commei a on solutions. The City of San Juan Capistrano reserves the right to reject any and all proposals. Nonacceptance of any proposal will not imply criticism . `the proposal or that any proposed service was deficient. All participating candidates will be notified of the decision reached. CONSULTANT'S RESPONSIBILITY The Consultant shall perform the tasks as set forth herein: A. Building Services Review construction documents in accordance with the following uniform model codes as amended by City ordinance: a. Uniform Building Code -1998 California Building Code b. Uniform Plumbing Code - 1998 California Plumbing Code c. Uniform Mechanical Code - 1998 California Mechanical Code d. National Electrical Code - 1996 Edition e. California Code of Regulations - Title 24 2. Provide a comprehensive plan review as directed or provide only specified plan review elements as follows: a. Structural review and analysis of design and calculations b. Inspection services c. Other building services as may be defined 3. Provide geotechnical review and consultation regarding soil problems, features or events. B. Engineering/Architectural Services Review construction documents and subdivision maps in conformance with the following standards: a. City of San Juan Capistrano Municipal Code b. City of San Juan Capistrano and County of Orange applicable design standards c. Highway Design Manual standards d. San Diego Regional Water Quality Control Permit 0 0 Request for Proposal Page 4 2. Provide comprehensive plan review or design services as directed for the following elements: a. Geotechnical review/design, b. Street improvements c. Storm drain/hydrology reports/design d. Traffic/striping improvements e. Traffic studies f. Sewer improvements g. Landscaping improvements h. Subdivision map checking i. Structures (i.e., bridges) j. Inspection services k. Pavement analysis I. Architectural design m. Drafting n. Water quality design and review C. Document Transmittal Pick up and resubmit plans to the City via the Building & Safety Division or Engineering Division counter. D. Performance Reauirements 1. Plan Check Services Render and remit a typed plan check correction/clarification list (two copies) to the Engineering & Building Department within 10 working days from notification by the City. 2. Engineering/Architectural Services Complete services in a thorough and efficient manner, on time and within the approved fee schedule. 0 0 Request for Proposal Page 5 E. Fee Schedules 1. Engineering Fees a. Plan Check Engineering fees will be determined for plan check services based on the attached fee schedule. The consultant shall bill on an hourly basis, not to exceed 75% of the total fee, and fees may be negotiated lower if, in the determination of the City, a lower fee is warranted. b. Design/Architectural Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. 2. Building Fees a. Plan Check Total plan check at 80% of base plan check fee paid by applicant not including any surcharges (base plan check fee). Base plan check fee will be 65% of building permit fee, not including surcharges. Structural plan check is not to exceed 60% of base plan check fee, not including any surcharges. b. Other Services Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. F. Maintenance of Records The consultant will maintain all books, documents, papers, employee time sheets, accounting records/ledgers and other evidence pertaining to costs incurred and shall make such materials available at their respective offices at all reasonable times during the contract period and for three years from the date of final payment for inspection by the City. The consultant shall furnish copies, if requested. 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 (preliminarylrevised) to and from the Consultant. SELECTION PROCESS The Selection Committee, comprised of the Engineering & Building Director, Development Services Manager and two Senior Engineers, will review the proposals submitted. Candidates will be selected based on the proposals submitted, including qualifications of staff, proposed fee schedules and ability to handle work load in a timely manner. Very truly yours, William M. Huber Engineering and Building Director W MH:jt Attachments 1. Engineering Fees 2. Consultant Self -Rating Form 3. Sample of Personal Services Agreement 0 0 CONSULTANT SELF -RATING FORM Consultants are asked to rate their expertise in the various fields listed below. The information will be used by Staff in selecting consultants on specific types of work. Consultants may rate themselves high on more than one category, but should not rate the same in more than three categories. Building plan check and Engineering plan check are considered separate services and should be rated independent of one another. On a scale of 1 to 10, rate yourself with "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. BUILDING SERVICES ENGINEERING SERVICES Geotechnical Review Geotechnical Design, Review & Analysis Electrical Review and Analysis Street Improvements Mechanical Review and Analysis Storm Drain Improvements & Hydrology Studies Plumbing Review and Analysis Traffic Circulation Studies Energy Calculations Traffic/Striping Improvements Handicapped Provisions Sewer Facilities Improvements Inspection Services Landscaping Improvements Grading Plans Subdivision Map Checking Structures Inspection Services Pavement Analysis Survey Drafting Services Water Quality Design and Review FIRM NAME: RATER: DATE: 2001 0 ENGINEERING FEES • Engineering Documents and Records - Microfilm/Digital Storage* ............. ................... .. $1.00 per sheet - Document and Record Retrieval/Research/Review .. ............. $40.00 per hour (Minimum Charge - One Hour) - Digital Ortho Photo Imaging ............... $500 per foot file (Includes $400 per foot tile + 2 hour mim staff time @ $50 per hour) - GIS Information Requests ..................................... As determined by City Engineer *Each person, firm or corporation shall pay a microfiche or digital storage fee for permit applications, plans, specifications, calculations, soils reports, and all pertinent data required to be maintained by state regulations, per sheet. Lot Line Adjustment - Submittal and Processing ................................ $1,75D Map Processing (Due with Map Submittal) -Tract maps` ........................................... $1,000, plus $100 per lot or unit up to 25, plus $50 per lot or unit over 25 - Parcel maps ........................................... $1,000, plus $100 per lotlunit - Records of survey ...................................... $500, plus $50 per lot - CC&R's ........... $500 *Duplicate Mylar Deposit .. ... .......... $20 per sheet Improvement Plan Processing Public improvement plans (Due with Plan Submittal) Submittal $7,000 - 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 o 1 acre over 20 acres ($4,000 max) - Sewer Studies (0-20 Acres) ............................... $4.50 per 0.1 acre ($450 min) - Sewer Studies (Over 20 Acres) ............................ $1,200, plus $1 per 0.1 acre over 20 acres ($4,000 max) Private Improvement Plan Processing (Due w/Plan Submittal) - Submittal $500 - Checking 3% of construction costs MapfPlan 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** ..... I ........ ..... 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 casts over $100,000 1oft • 0 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 & apan, Ints........... $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 (pr fee) ............................................ x 5 acr/1000 occ x $302,500 acr 'Occupancy Factor - Single Family ................... I ..................... 3.2 ocdunit - Attached units, including duplex, townhouse & apartments............ 2 9 ocdunit - Mobile Homes ............................................ 18 ocdunit Sewer Capacity Fee (Due Prior to Building Permit) - Residential - ............................................. $3,165 per unit - Commercial, Industrial, Non -Residential ("see below) .............. $3,165 per 1500 SF of floor - ........ ... area or fraction thereof Agricultural Preservation (Due Prior to Building Permit) - Residential ............................................ $500 per unit - Commercial/Non-Residential . ........... ... $1000 per acre Drainage Area Fees (*see below) -L01 .......................... ........$1170 .......... per acre - L02 ................... .. $860 per acre - L03$320 ....... ...... . per acre - L05 $170 per acre - M01 ............................................$780 per acre -L01S02.... ................................'.. .. ...$1470 per acre Advanced Energy Fee (Street Lights) (Due Prior to Plan Approval) Lamp Size Single Double 7,000 Lumens $90 per light $126.60 per light 20,000 Lumens $126.20 per light $187.50 per light 'Parks & Recreation and Drainage Fees are due prior to Subdivision Map Approval. For properties not requiring maps, these fees are due prior to Building Permit Issuance. "'Sewer capacity fees are due prior to Building Permit Issuance for any increase in building size. NOTE: Additional fees may be required by the Building & Safety Division, the Department of Planning Services & the Capistrano Valley Water District. Parks & Recreation Sewer and Agricultural Preservation Fees are due prior to Building Permit Issuance for all Secondary Dwelling Units Revisedeo1, c\wpwinlwpdocs\other\fees 2 of