01-1204_RBF ASSOCIATES_Personal Services Agreement9 0
PERSONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this _day of
F G�Pld�c�, 200 , by and between the City of San Juan Capistrano
(hereinafter referred to as the "City") and RBF Associates
(hereinafter referred to as "Consultant").
RECITALS:
WHEREAS, City desires to retain the services of Consultant regarding the City's
proposal to provide Engineering/Building Plan Check, Engineering, and Architectural
Services; and
WHEREAS, Consultant is qualified by virtue of experience, training, education
and expertise to accomplish such services.
NOW, THEREFORE, City and Consultant mutually agree as follows:
Section 1. Scope of Work.
The scope of work to be performed by Consultant shall consist of those tasks as
set forth in Exhibit 'A" attached and incorporated herein by reference.
Consultant warrants that all of its services shall be performed in a competent,
professional and satisfactory manner and in accordance with the prevalent standards of
its profession.
Section 2. Term.
This Agreement shall commence on the effective date of this Agreement by all
parties. This Agreement shall be for a three-year (3 -year) period of time with two one-
year extensions. Agreement extensions shall be based on staff review of Consultant
performance. The Agreement shall terminate December 31, 2007.
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Section 3. Compensation.
3.1 Consultant contract billings may be submitted on the consultant's
forms and, at a minimum, should contain the following:
Title or project(s)
Purchase order number
Total approved purchase order amoL It
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.
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Section 4. Independent Contractor.
It is agreed that Consultant shall act and be an independent contractor and not
an agent or employee of City, and shall obtain no rights to any benefits which accrue to
City's employees.
Section 5. Limitations Upon Subcontracting and Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals
and employees were a substantial inducement for City to enter into this Agreement.
Consultant shall- not contract with any other entity to perform the services required
without written approval of the City. This Agreement may not be assigned, voluntarily or
by operation of law, without the prior written approval of the City. If Consultant is
permitted to subcontract any part of this Agreement by City, Consultant shall be
responsible to City for the acts and omissions of its subcontractor as it is for persons
directly employed. Nothing contained in this Agreement shall create any contractual
relationships between any subcontractor and City. All persons engaged in the work will
be considered employees of Consultant. City will deal directly with and will make all
payments to Consultant.
Section 6. Changes to Scope of Work.
In the event of a change in the Scope of Work provided for in the contract
documents as requested by the City, the Parties hereto shall execute an addendum to
this Agreement setting forth with particularity all terms of the new agreement, including
but not limited to any additional Consultant's fees.
Section 7. Familiarity with Work and Construction Site.
By executing this Agreement, Consultant warrants that: (1) it has investigated
the work to be performed; (2) it has investigated the proposed construction site,
including the location of all utilities, and is aware of all conditions there; and (3) it
understands the facilities, difficulties and restrictions of the work under this Agreement.
Should Consultant discover any latent or unknown conditions materially differing from
those inherent in the work or as represented by City, it shall immediately inform City of
this and shall not proceed with further work under this Agreement until written
instructions are received from the City.
Section 8. Time of Essence.
Time is of the essence in the performance of this Agreement.
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Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and
regulations of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the contract period, Consultant shall have delivered to City
at least one (1) copy of any final reports and architectural drawings containing
Consultant's findings, conclusions, and recommendations with any support
documentation. All reports submitted to the City shall be in reproducible format.
All services to be rendered hereunder shall be subject to the direction and
approval of the City.
Section 12. Ownership of Documents.
All reports, information, data and exhibits prepared or assembled by Consultant
in connection with the performance of its services pursuant to this Agreement are
confidential to the extent permitted by law, and Consultant agrees that they shall not be
made available to any individual or organization without prior written consent of the City.
All such reports, information, data, and exhibits shall be the property of the City and
shall be delivered to the City upon demand without additional costs or expense to the
City. The City acknowledges such documents are instruments of Consultant's
professional services.
Section 13. Indemnity.
Consultant agrees to protect, defend and hold harmless City, its elected and
appointed officials and employees from any and all claims, liabilities, expenses or
damages of any nature, including attorneys' fees, for injury or death of any person or
damage to property or interference with use of property and for errors and omissions
committed by Consultant arising out of or in connection with the work, operation or
activities of Consultant, its agents, employees and subcontractors in carrying out its
obligations under this Agreement.
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Section 14. Insurance.
Insurance required herein shall be provided by Admitted Insurers in good
standing with the State of California and having a minimum Best's Guide Rating of A -
Class VII or better.
14.1 Comprehensive General Liability.
Throughout the term of this Agreement, Consultant shall maintain in full
force and effect Comprehensive General Liability coverage in the following minimum
amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to
contractual period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period.
14.2 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full
force and effect Comprehensive Automobile Liability coverage, including owned, hired
and non -owned vehicles in the following minimum amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to
contractual period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period
14.3 Worker's Compensation.
If Consultant intends to employ employees to perform services under this
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Worker's Compensation Employer's Liability Insurance in the statutory amount as
required by state law.
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14.4 Proof of Insurance Requirements/Endorsement.
Prior to beginning any work under this Agreement, Consultant shall submit
the insurance certificates, including the deductible or self -retention amount, and an
additional insured endorsement to the Consultant's general liability and umbrella liability
policies using ISO form CG 20 10 11 85 (in no event with an edition date later than
1990) to the City's General Counsel for certification that the insurance requirements of
this Agreement have been satisfied.
14.5 Errors and Omissions Coverage
Throughout the term of this Agreement, Consultant shall maintain Errors
and Omissions Coverage (professional liability coverage) in an amount of not less than
One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement,
Consultant shall submit an insurance certificate to the City's General Counsel for
certification that the insurance requirements of this Agreement have been satisfied.
14.6 Notice of Cancellation/Termination of Insurance.
The above policy/policies shall not terminate, nor shall they be cancelled,
nor the coverages reduced, until after thirty (30) days' written notice is given to City,
except that ten (10) days' notice shall be given if there is a cancellation due to failure to
pay a premium.
14.7 Terms of Compensation.
Consultant shall not receive any compensation until all insurance
provisions have been satisfied.
14.8 Notice to Proceed.
Consultant shall not proceed with any work under this Agreement until the
City has issued a written "Notice to Proceed" verifying that Consultant has complied
with all insurance requirements of this Agreement.
Section 15. Termination.
City and Consultant shall have the right to terminate this Agreement without
cause by giving thirty (30) days' advance written notice of termination to the other party
In addition, this Agreement may be terminated for cause by providing ten (10)
days' notice to the other party of a material breach of contract. If the other party does
not cure the breach of contract, then the agreement may be terminated subsequent to
the ten (10) day cure period.
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Section 16. Notice.
All notices shall be personally delivered or mailed to the below listed addresses,
or to such other addresses as may be designated by written notice. These addresses
shall be used for delivery of service of process:
To City: City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: Director of Engineering and Building
To Consultant: RBF Associates
14725 Alton Parkway
Irvine, CA 92618-2027
Section 17. Attorneys' Fees.
If any action at law or in equity is necessary to enforce or interpret the terms of
this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs
and necessary disbursements in addition to any other relief to which he may be entitled.
Section 18. Dispute Resolution.
In the event of a dispute arising between the parties regarding performance or
interpretation of this Agreement, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service ("JAMS").
Section 19. Entire Agreement.
This Agreement constitutes the entire understanding and agreement between the
parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
ATTEST:
M ,oret R. Monahan, City Clerk
APPROVED AS TO FORM:
John 1. Shaw, City Attorney
CITY OF SAN JUAN CAPISTRANO
By: akb
CONSULTANT
By:.
Jerome A. Ruddins, RCI
Senior Associate
RBF CONSULTING
EXHIBIT A
32400 PASEO ADELANTO
SAN .)uAN CAmSTRANO, CA 9267S
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuancapistrano.org
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REQUEST FOR PROPOSAL
for
Professional Consulting Services
IM
MEMBERS OF THE CITY COUNCIL
DME L. EATHGATE
JOHN S. GELFF
JOHN GREINER
WATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING,
GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP
CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES
GENERAL INFORMATION
It is the intent of the City of San Juan Capistrano, Department of Engineering & Building,
to establish a team of consultants to facilitate both building and engineering plan check,
engineering and architectural services. The services are generally described herein and
are intended to supplement staffs efforts where specific expertise is required or time
constraints necessitate consultant assistance. From the proposals, a team of consultants
will be selected who best represent expertise across the various specialty areas. The team
will become part of a four-year program in which the work load will be spread among the
team members. Work will be parceled out on an as -needed basis, and no specific
guarantee can be given as to the annual fees for consultant usage.
The consultant team will only be modified in the event consultants are dropped from the
list due to corporate changes or it is deemed by the City that additional consultants are
warranted.
INVITATION TO RESPOND
The City of San Juan Capistrano is soliciting proposals for professional consulting services.
In general, the tasks identified above and delineated herein are to be performed with
minimum direction and assistance from the City.
Inquiries concerning the RFP should be directed to William M. Huber, Engineering &
Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675;
(949)443-6336.
omro use
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San Juan Capistrano: Preserving the Past to Enhance the Future
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Request for Proposal Page 2
SUBMISSION OF PROPOSAL
Proposals may by submitted by mail or hand delivered. Proposals should be delivered to:
William M. Huber, Engineering & Building Director
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
no later than 5:00 p.m., September 21, 2001. Proposals will not be accepted after this
time.
FORM OF PROPOSAL
Consultant proposals shall contain the following:
1. Statement of qualifications clearly indicating the services in which the firm is
interested;
2. Statement/discussion of services provided, including anticipated turnaround times and
ability of firm to handle requests on an as -needed basis;
3. Resumes of key personnel for various service areas;
4. Consultant fee schedules, including hourly rates and proposed flat fees;
5. Completed consultant self rating form included with this request for proposal.
EVALUATION OF PROPOSALS
The City of San Juan Capistrano is interested in selecting consultants who have the
experience and expertise to render plan checking, engineering and architectural services
in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist
primarily of four parts:
1. Consultants' experience
2. Consultants' expertise
3. Consultants' ability to handle volume and meet time frames
4. Consultants' costs
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Request for Proposal Page 3
It is important to the City that you identify the persons you will assign to various functions,
at which office they are assigned and whether they are full-time employees of your firm.
You should also address any conflict of interest that may exist and comment on solutions.
The City of San Juan Capistrano reserves the right to reject any and all proposals.
Nonacceptance of any proposal will not imply criticism, `the proposal orthat any proposed
service was deficient. All participating candidates will be notified of the decision reached.
CONSULTANT'S RESPONSIBILITY
The Consultant shall perform the tasks as set forth herein:
A. Building Services
Review construction documents in accordance with the following uniform model
codes as amended by City ordinance:
a. Uniform Building Code -1998 California Building Code
b. Uniform Plumbing Code - 1998 California Plumbing Code
c. Uniform Mechanical Code - 1998 California Mechanical Code
d. National Electrical Code - 1996 Edition
e. California Code of Regulations - Title 24
2. Provide a comprehensive plan review as directed or provide only specified plan
review elements as follows:
a. Structural review and analysis of design and calculations
b. Inspection services
c. Other building services as may be defined
1 Provide geotechnical review and consultation regarding soil problems, features
or events.
B. Engineering/Architectural Services
Review construction documents and subdivision maps in conformance with the
following standards:
a. City of San Juan Capistrano Municipal Code
b. City of San Juan Capistrano and County of Orange applicable design
standards
c. Highway Design Manual standards
d. San Diego Regional Water Quality Control Permit
Request for Proposal Page 4
2. Provide comprehensive plan review or design services as directed for the
following elements:
a. Geotechnical review/design
b. Street improvements
c. Storm drain/hydrology reports/design
d. Traffic/striping improvements
e. Traffic studies
f. Sewer improvements
g. Landscaping improvements
h. Subdivision map checking
i. Structures (i.e., bridges)
j. Inspection services
k. Pavement analysis
I. Architectural design
m. Drafting
n. Water quality design and review
C. Document Transmittal
Pick up and resubmit plans to the City via the Building & Safety Division or
Engineering Division counter.
D. Performance Reouirements
1. Plan Check Services
Render and remit a typed plan check correction/clarification list (two copies) to
the Engineering & Building Department within 10 working days from notification
by the City.
2. Engineering/Architectural Services
Complete services in a thorough and efficient manner, on time and within the
approved fee schedule.
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Request for Proposal Page 5
E. Fee Schedules
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 pian check at 80% of base plan check fee paid by applicant not
including any surcharges (base plan check fee). Base plan check fee will be
65% of building permit fee, not including surcharges.
Structural plan check is not to exceed 60% of base plan check fee, not
including any surcharges.
b. Other Services
Services will be negotiated on a project -by -project basis based on a pre -
agreed scope of work. Payment will be as determined by the City project
manager.
F. Maintenance of Records
The consultant will maintain all books, documents, papers, employee time sheets,
accounting records/ledgers and other evidence pertaining to costs incurred and shall
make such materials available at their respective offices at all reasonable times
during the contract period and for three years from the date of final payment for
inspection by the City. The consultant shall furnish copies, if requested.
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Request for Proposal Pape 6
CITY'S RESPONSIBILITY
The City shall perform the tasks as set forth herein:
A. Establishment of Valuation (Plan Check Services Only)
Assign a valuation to the proposed work in accordance with the appropriate
Engineering or Building Division standards. The City shall collect all fees from the
applicant in connection with the services.
B. Project submittals
City will supply all necessary documentation/specifications, reports, studies,
calculations, etc., to Consultant as is readily available at the City.
C. Coordination
City will serve as project coordinator. On plan checking, the City will be responsible
for notifying the applicant when plans with corrections are available to pick up. The
City will route plans (preliminary/revised) to and from the Consultant.
SELECTION PROCESS
The Selection Committee, comprised of the Engineering & Building Director, Development
Services Manager and two Senior Engineers, will review the proposals submitted.
Candidates will be selected based on the proposals submitted, including qualifications of
staff, proposed fee schedules and ability to handle work load in a timely manner.
Very truly yours,
William M. Huber
Engineering and Building Director
WMH:jt
Attachments 1. Engineering Fees
2. Consultant Self -Rating Form
3. Sample of Personal Services Agreement
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CONSULTANT SELF -RATING FORM
Consultants are asked to rate their expertise in the various fields listed below. The
information will be used by Staff in selecting consultants on specific types of work.
Consultants may rate themselves high on more than one category, but should not rate the
same in more than three categories. Building plan check and Engineering plan check are
considered separate services and should be rated independent of one another.
On a scale of 1 to 10, rate yourself with "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.
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:
f 7Vfiffl
DATE: 2001'
• ENGINEERING FEES
Engineering Documents and Records
- Microfilm/DigitalStorage*..................................... $1.00 per sheet
- Document and Record Retrieval/Research/Review ................. $40.00 per hour
(Minimum Charge - One Hour)
- Digital Ortho Photo Imaging ................................... $500 per foot tile
(Includes $400 per foot tile + 2 hour mim staff time
@ $50 per hour)
- GIS Information Requests ..................................... As determined by City Engine6r
*Each person, firm or corporation shall pay a microfiche ordigital storagefee for permit applications, plans,
specifications, calculations, soils reports, and all pertinent data required to be maintained by,state
regulations, per sheet.
Lot Line Adiustment
- Submittal and Processing ................................
$1,750
May Processing (Due with Map Submittal)
- Tract maps* ...........................................
$1,000, plus $100 per lot
or unit up to 25, plus $50 per lot or
-
unit over 25
- Parcel maps ...........................................
$1,000, plus $100 per lot/unit
- Records of survey ......................................
$5oo, plus $50 per lot
-CC&R's ............................................$500
*Duplicate Mylar Deposit.............................................$20
per sheet
Improvement Plan Processing
Public improVement plans (Due with Plan Submittal)
- Submittal $i,o0o
- 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 wlPlan Submittal)
- Submittal $5oo
- Checking 3% of construction costs
Map/Plan Processing Administration
Includes the preparation and processing of agreements, .........
3 %% of improvement costs
resolutions, City Council and Commission agenda reports,
($500 min). Payable prior to
presentation to commissions/boards, field investigation
improvement plan approval)
(Does not include advertising & recording fees)
Easements (Modification/Processing) ........................ As determined by City Engineer
(Does not include advertising & recording fees) ($500 min)
Street cut deposit for less than 500 square feet** ............... $500 to $1,000
Street cut deposit - over 500 square feet** .................... As determined by City Engineer
*Refundable Deposit (upon completion of work)
Permit Issuance Fee.....................................$40
Engineering Inspection Fee .... $50 per hour
Elevation Certificates (FEMA) .............................. $40
Miscellaneous Fees ... ......... As determined by City Engineer
Development Inspections (Due Prior to Plan Approval)
Improvement costs up to $100,000 .......................... 3 1/2% of improvement costs,
with a minimum of $100
Improvement costs $100,000 and over ....................... $3,500, plus 3% of improve-
ment costs over $100,000
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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
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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 monumentabon 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 ....................
n units z occupancy factor*
substituted for fee) ...........................................
. x 5 acr/1000 occ x $302,500 acr
*Occupancy Factor
- Single Family ............................................
3.2 occ/unit
- Attached units, including duplex, townhouse & apartments............
2.9 occ/unit
- Mobile Homes ...........................................
1.8 occ/unit
Sewer Capacity Fee (Due Prior to Building Permit)
- Residential T ...........................................
$3,165 per unit
- Commercial, Industrial, Non -Residential ("see below) ..............
$3,165 per 1500 SF of floor
.................................. .................area
or fraction thereof
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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 ............................................$660
per acre
-L03 ........ I ...................................$320
per acre
-L05 ............................................$170
per acre
- M01 ............ I . .............................$780
per acre
-L01S02 ............................................$1470
per acre
Advanced Energy Fee (Street Lights) (Due Prior to Plan Approval)
Lamp Size Single Double
7,000 Lumens $90 per light $126.60 per light
20,000 Lumens $126.20 per light $187.50 per light
'Parks & Recreation and Drainage Fees are due prior to Subdivision Map Approval. For properties not requiring
maps, these fees are due prior to Building Permit Issuance.
"Sewer capacity fees are due prior to Building Permit Issuance for any increase in building size.
NOTE: Additional fees may be required by the Building & Safety Division, the Department of Planning
Services & the Capistrano Valley Water District.
Parks & Recreation. Sewer and Agricultural Preservation Fees are due prior to
Building Permit Issuance for all Secondary. Dwelling Units
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CONSULTING
EXHIBIT "A"
HOURLY RATE SCHEDULE
Effective January, 2001
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EXHIBIT B
OFFICE PERSONNEL
2001
Principal.......................................................................
$170.00
Project Director ...................................... .........................
145.00
Structural Engineer...............................................................
132.00
Project Manager..................................................................
122.00
Senior Engineer/Planner...........................................................
105.00
Corrosion Engineer...............................................................
100.00
Project Engineer/Project Planner .....................................................
95.00
Environmental Specialist............................................................
90.00
Design Engineer/Designer/Mapper (CADD)..............................................
88.00
Designer/Planner..................................................................
76.00
Drafter/Graphic Artist...............................................................
68.00
Environmental Analyst/Staff Planner ...................................................
67.00
Assistant Engineer/Planning Aide .....................................................
50.00
FIELD PERSONNEL
2 -Person Survey Crew........................................................... $178.00
1 -Person Survey Crew............................................................ 125.00
FieldSupervisor................................................................. 112.00
CONSTRUCTION MANAGEMENT PERSONNEL
Construction Manager............................................................
$135.00
Field Superintendent..............................................................
107.00
Resident Engineer/Project Manager ..................................................
106.00
Assistant Field Superintendent.......................................................
87.00
enlor uonstruction Inspector ........................................................
67.00
Construction Inspector..............................................................
83.00
Field Office Engineer...............................................................
80.00
Construction Technician.............................................................
64.00
COMPUTER & OTHER SERVICE FEES
Clerical/Word Processing............................................................ 45.00
Consultation Relative to Legal Actions ................................................. 265.00
Vehicle Mileage................................................................ 0.40/Mile
Note:
Blueprinting, reproduction, messenger service and other direct expenses will be charged as an additional cost plus 15%. A Subconsultant
Management Fee of fifteen -percent (15%) will be added to the direct cost of all subconsultant services to provide for the cost of administration,
subconsultant consultation and insurance.
PLANNING ■ DESIGN ■ CONSTRUCTION
14725 Alton Parkway, Irvine, CA 92618-2027 • P.O. Box 57057, Irvine, CA 92619-7067 • 949.472.3505 Is Fax 949.472.8373
Offices located throughout California, Arizona & Nevada '0 www.RBFcom
�mav � robe ww
i
OP ID DATE (MMIDDIYYYY)
ACORD CERTIFICAT�F LIABILITY INSURAN� RBFC.-1 06127LOs
PRODUCER I THIS CERTIFICATE IS ISSUED ASA MATTER OF INFORMATIO
United Captive Ins. Brokers
17151 Newhope St., Ste 211
Fountain Valley CA 92708
Phone:714-708-4370 Fax:714
INSURED
RBF Consulting, Inc.
14725 Alton Parkway
Irvine CA 92718
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOV
'70 lW6' V ED INSURERS AFFORDING COVERAGE NAIC #
INSURERA. U.S. Fidelity and Guaranty o.
1 loss JULU �G P b; b jNSURERB:
�J INSURER C:
CITY CLERK ppIN�SURER O.
r �AomTRA UHSURERE:
COVERAGES oHn'"'"
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
NSR
LTR
kDD'
NSR
TYPE OF INSURANCE
POLICY NUMBER
POLICY EFFECTIVE
DATE MM/DD/YY
POLICY EXPIRATION
DATE MMIDDM'
LIMITS
GENERAL LIABILITY
EACH OCCURRENCE $
PREMISES Ea occurenca E
COMMERCVIL GENERAL LIABILITY
CLAIMS MADE F-1 OCCUR
MED EXP (Anyone parson) $
PERSONAL& ADV INJURY $
GENERALAGGREGATE $
GENT AGGREGATE UMITAPPLIES PER:
PRODUCTS - COMP/OP AGO $
POLICY PET LOC
AUTOMOBILE
LIABILITY
ANYAUTO
COMBINED SINGLE LIMIT
(Ea accitlent) $
BODILY INJURY $
(Per Person)
ALL OWNED AUTOS
SCHEDULED AUTOS
BODILY accident) $
(Per iccltlent)
HIRED AUTOS
NON -OW NED AUTOS
PROPERTY DAMAGE $
(Per accident)
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT E
OTHER THAN EA ACC $
ANYAUTO
AUTO ONLY: AGO $
EXCESS/UMBRELLA LIABILITY
EACH OCCURRENCE $
AGGREGATE $
OCCUR CLAIMS MADE
E
$
DEDUCTIBLE
$
RETENTION $
WORKERS COMPENSATION AND
)[ O
TORY LIMITS ER
A
EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNERIEXECUTIVE
D123WO0118
07/01/05
07/01/06
E.LEACHACCIDENT $1000000
E.L. DISEASE - EA EMPLOYE $1000000
OFFICER/MEMBER EXCLUDED?
If yes, tlescrit a under
SPECIAL PROVISIONS EeIow
E.LDISEASE-POLICY LIMIT $1000000
OTHER
DESCRIPTION OF OPERATIONS I LOCATIONS /VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
*10 days notice of cancellation for non-payment of premium.
CERTIFICATE HOLDER CANCELLATION
city of San Jaun Capistrano
Dir. Admin. Services
32400 Paseo Adelante
San Juan Capistrano CA 92675
CITysic SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATIC
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL *30 DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
REPRESENTATIVES. n
14
Clien AMCCINULIL
CORD.. CERTIFIC E OF LIABILITY INSU NC1/29/
E 11/29/04 4DNY)
1
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 y- INSURERS AFFORDING COVERAGE
INSURED Tmvninrc Penn. v reaueev Cn of Am
RBF Consulting
PO Box 57057
Irvine, CA 92619-7057
COVERAGES
INSURER B: Hartford Fire Ins. Co.
INSURER C: Fireman's Fund Insurance Co.
INSURER o: Underwriters at Lloyd's of London
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INBR
LTR
rypE OF INSURANCE
POLICY NUMBER
PODCY EFFECTIVE
DATE M 0
POLICY EXPIRATION
DATE M D
DMRS
A
GENERAL LIABILITY
P63050OD409204
11/30/04
11/30/05
EACH OCCURRENCE
$1009000
X ICOMMERCIALGENER�A-L-�L�IABILITY
FIRE DAMAGE (Any one Are)
$1000000
y
_I CLAIMS MADE �J OCCUR
INDP. CONTRACTORS
MED EXP (Anyone person)
$5,000
PERSONAL &ADV INJURY
$1 000 000
X_ (CONTRACTUAL
INCLUDED
_ _
_X IBFPD,XCU-_-.
GENERALAGGREGATE
$2 000 D60
PRODUCTS-COMP/OPAGG
$2000000__
GEN'L AGGREGATE LIMITAPKIES PER:
POLICY I X] PEO- X LOC
B
AUTOMOBILE LIABILITY
X ANY AUTO
57UENTLO126
11/30/04
11/30105
COMBINED SINGLE LIMIT
(EaeodOenl)
$1,000,000
1
BODILY INJURY
(Per person)
$
' ALL OWNED AUTOS
SCHEDULEDAUTOS
BODILY INJURY
(Per acddenl)
$
X HI R ED AUTOS
X I NON -OWNED AUTOS
PROPERTY DAMAGE
(Peraodd..R
$
_
GAR AGE LIABILITY
AUTO ONLY - EA ACCIDENT
$
OTHER THAN EA AGG
$
ANY AUTO
$
AUTO ONLY: AGG
C
EXCESS LIABILITY
XSM00086597721
11/30/04
11/30/05
EACH OCCURRENCE
$10000000
AGGREGATE
$10 O00 000
I
X OCCUR L_—J CLAIMS MADE
Professional Liab.
$
is Excluded
DEDUCTIBLE
$
$
RETENTION - $
WORKERS COMPENSATION ANDMIT
WC STATU- OTK
ER
EMPLOYERS' LIABILITY
E.L. EACH ACCIDENT
$
E.L. DISEASE -EA EMPLOYEE
$
E.L. DISEASE -POLICY LIMIT
$
p
OTHER Professional
P1049400
11130104
11130/05
$1,000,000 per claim
iability
$2,000,000 annl aggr.
DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
General Liability policy excludes claims arising out of the performance of professional
services
All Operations as performed by the named insured.
City of San Juan Capistrano is Additional Insured as respects to General
(See Attached Descriptions)
City of San Juan Capistrano
Att: city Clerk's Office
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
SHOULD ANYOFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL 1tMR4B$1PAx3P MAIL 30—_OAYSWRn PEN
NOTICETOTHE CERTIFICATE HOLDER NAM ED TOTHE LEFT, BKFfflA x9W"XA"XK 0D1
ACORD 25S (7/97)1 of 2 #M115917 - - - ' � � k9BG a ACORD CORPL9Fjf1TION 1988
DE RIPTIONS (Continued from a 1)
Liability.
AMS 25.3 (07197) 2 Of 2 #M115917
1-1
0
POLICYNUMBER: P630SOOD409204 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES or
CONTRACTORS (FORM B)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
6Yy.I��1�A�1
Name of Person or Organization:
City of San Juan Capistrano
Att: city Clerks Office
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations
as applicable to this endorsement.)
WHO IS AN INSURED (Section II) is amended to include as an insured the person or organization shown in the
Schedule, but only with respect to liability arising out of "your work" for that insured by or for you.
CG 20 10 11 85
SEP -ZZ -04 09:40AM FROM- Am
_ T-086 P 002/005 F-050
AIV a/•+�. Vv3\EEE 3n✓/4qpee VE 43/13J1L.11 1 1{\JVI\MI_L. RgFC6-1,+ 07/07/04
PRODUCER,
United Captive Ins. Brokers
171$1 Newhope St., Ste 211
Fountain valley CA 92708
Phone:714-708-4370 Fax:714-708-2300
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW,
INSURERS AFFORDING COVERAGE NAIC#
INSURED
RBF Consulting
I4725 Allto9271rkwayrvine CA
INSURERA: U.S. Fidelitx and Guaranty O.
INSURER M
INSURER C:
INSURER 0'.
NSURER E;
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSUR DNAMED ABOVE FORTHE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WNICN THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
LTR
NSR
TYPE OF INSURANCE
POLIO NUMBER
OATS MMIDOPTT
DATE (MWDDFM
LIMITS
OENERAL LIABILITY
EACH OCCURRENCE S
PREM16ES EE PCBrrenU 3
COMMERCIAL GENERAL LIABILITY
_ CLAIMS IMDE ❑ OCCUR
MED EXP (Any one person) i
PERSONAL A ADV INJURY S
GENERAL AGGREGATE S
GENT AGGREGATE LIMIT APPLIES PER:
PRODUCTS - COMPIOP AGO S
POLICY PECT LOC
AUTOMOBILEUABILITY
COMBINED SINGLE LIMIT 3
ANYAUTO
(Es smeanq
BODILY INJURY
ALL OWNED AUTOS
SCHEDULED AUTOS
(Per penon)
BODILY INJURY
HIRED AUTOS
NON.OWe+EO AUTOS
ec 3
(Per dd.nI)
PROPERTY DAMAGE 3
IP+r+vdenU
GARAGE LIABILITY
AUTO ONLY -FA ACCIDENT S
OTHER THAN EA ACC E
ANY AUTO
AUTO ONLY: AGO 3
PJICESBIUNIKELLA LIABILITY
EACH OCCURRENCE S
OCCUR FICLAIMS MADE
AGGREGATE F
S
S
DEDUCTIBLE
I 3
RETENTION 3
WORKERS COMPENSAMN AND
X TORY LIRA S uyH-
ER
A
EMPLOYERS' LIABILITY
D123WO0096
07/01/04
07/01/05
E.I. EACKACCIDCNT S1000000
ANY PROPRIETORIPARTNERIEXECUTIVE
E.L. DISEASE -EA EMPLOYEE S 1000000
O PFICERIMEMR. BM ERCLVDEDT
MALPROVISIONS D+Iow
E.I. DISEASE -POLICY LIMIT $1000000
OTHER
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
•10 days notice of cancellation for non-payment of premium.
City of San Jaun Capistrano
Dir. Admin. Services
32400 Paseo Adelante
San Juan Capistrano CA 92675
CITYSJC SHOULD ANY OF THE ABOVE DEEDRIBED POUCIES DE CANCELLED BEFORE THE ET:PIRATIOI
DATE THEREOF, THE ISSUING INSURER WILL 00MOSIGROCKMAIL *30 DAYS MITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO 00 SO SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY IUNO UPON THE INSURER, ITS AGENTS OR
REPRESENTATIVES.
SEP -22-04 00:50AM FROM- -
T-066 P 003/005 F-050
ACORD,N CERTIFIC TE OF LIABILITY
INSU ANCE
MIDOMI
3131/
03131/04
PRODUCER
Dealey, Renton & Associates
P. O. Box 10550
Santa Ana, CA 92711-0550
714 427.6810
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
INSURED
RBF Consulting
PO Box 57057
Irvine, CA 92610.7057INsuRER
INSURER& Travelers Property Cas Cc of Amen
INSURER e: Hartford Fire Ins. Co.
INSURER c: Fireman's Fund Insurance Co.
D: Underwriters at Lloyd's London
N:_u
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REOUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES, AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS,
INSRPOLICTEFFECTNE
TR
YPE
TE of MSURANC
POLICY NUMBER
POLICYEX� RA
LIMITS
A
4ENERALUAINUTY
P630SOOD409203
11/30103
11130104
EACH OCCURRENCE s1000DOD
FIRE DAMAGE (Anyone Nn L1000000
X COMMERCALGENERALLIASILITY
CUIMSMADE OOCCUR
INDP,CONTRACTORS
MEDEKP)Anycne Peden) $5000
PERSONAL 9 ADV INJURY s1000DDO
X CONTRACTUAL
INCLUDED,
X BFPD. XCU, OCP
GENERAL AGGREGATE L2 000 000
GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS"COMP/OP AGG 12,000,000
POLICY X 17A X LOC
B
AVTOMOBILELIABIL
Y
57UENTLO126
11/30/03
11130/04
COMBINED SINGLE LIMIT
X
ANY AUTO
IEe n0denB 51,000,000
BODN.YINJIJRr
ALL OWNED AUTOS
SCHEDULED AUTOS
fear Penen) $
GODLY INJURY
X
HIREDAUTOS
X
NON-OWNEDAUTOS
Wo.odden0 L
PROPERTY DAMAGE 5
(Per PwuenM
AceLIABILITY
AUTO ONLY -EA ACCIDENT L
OrER THAN EA ACC 5
ANY AUTO
AUTO ONLYAGO S
C
excBOB LIABILITY
XSM00097333165
11130/03
11/30/04
EACH OCCURRENCE 510000000
X OCCUR CLAIMS MADE
AGGREGATE 00,000,000
$
PROFESSIONAL
$
DEDUCTIBLE
LIABILITY IS
s
RETENTION L
EXCLUDED.
WORKERSCOMPENSATIONAND
WC STATu- OTH-
I1IMPLOYERW LIAWUTY
E.L EACH ACCIDENT S
EA.DISEASE-EAEMPLOYEE S
El. DIGEASE -POLICY LIMIT I S
D
OTHER Professional
P1039400
11130103
11/30104
51,000,000 Per Claim
iabillty
$2,000,000 Ann[ Aggr-
DESCRIPTION OF OPEMTONLLOCATIONSNEHICLFBIF]ILLUSIONS ADDED BY ENOORSEMENf1SPECIAL PROVISIONS
General Liability policy excludes claims arising out of the performance of professional
services.
Re: JN 10-102726 Marbella Development
City of San Juan Capistrano, Its officers, Agents and employees are
(See Attached Descriptions)
City of San Juan Capistrano
Att: Irene Marcote
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
SHOULD AMYOFTHE ABOVE DESCRIBED POLICIESEE CABCELLEP BEFORE THE EXPIRATION
DATE THEREOF. THE ISSUING INSURER WILL AI06IIStIM MAIL(j0PAYSWRRTEN
NOTICETOTNE CERTIFICATE HOLDERNAMEP TO THELEFT, BIdBeBxES!<11AIDPARxxIWllOc
Df 2 NM61822 " "" " ' "'-l,ffLL 3 ACORD CORPORATION 1988
DESCRIPTIONS (Continued frorn;._age 1)
Additional Insured as respects to General Liability.
+ms Z5� (07197)2 Of 2 XMBI822
SEP -ZZ -04 06:50AM FROM- • • T-066 P.005/005 F-050
POLICYNUMBER: P63050OD409203
COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES or
CONTRACTORS (FORM B)
This endorsement modes insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Person or Organization:
City of San Juan Capistrano
Att: Irene Marcote
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations
as applicable to this endorsement.)
WHO IS AN INSURED (Section 11) is amended to include as an insured the person or organization 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:
CG 20 10 11 85
its Officers, Agents and Employees
' SEP -22-04 00:40AM FROM- • •
QONSULTING
To:
PEYERSALGAOO
FAX:
949.493.3955
COMPANY:
CITY OF SAN JUAN CAPISTRANO
PHONE:
949.443.6366
DATE: SEPTEMBER22,2004
SUBJECT: CITY OF SJC, TERMINAL RESERVOIR NO. 3 PROJECT;
MESSAGE:
T-066 P 001/005 F-050
FAX COVER SHEET
FROM: JEROME RUDDINS
PHONE: 949.855.3634
Jr
i'2 if'i/f ✓ate¢ � ,
C(a✓L �752�5 /~
PETER, C `�
AS REQUESTED, ATTACHED PLEASE FIND COPIES OF RBF �(
REQUIRE ADDITIONAL INFORMATION, PLEASE CONTACT ME
JEROME
MVtwflmO4N.`Mq�emP� Dfc�¢min N�1 FaGDYAII¢4aa�.0¢
THIS DOCUMENT CONTAINS PROPRIETARY INFORMATION. NO PORTION OF THIS DOCUMENT MAY 0E
EXTRACTED OR REPRODUCED FOR ANY PURPOSES WITHOUT THE ADVANCE PERMISSION OF RBF CONSULTING.
If mere are any Questions. or If you do not receive all documents, please call us
PLANNING ■ DESIGN ■ CONSTRUCTION
14725 Alton Parkway, Irvine, CA 92618-2027- P.O. Box 57057, Irvine, CA 9$619-7057 a 949,472.3506 a FAX 049.472.8373
Offices located throughout California, ArI2o Na 8 NCvaaa a www,RBF.Com
JU
-CORD_ CERTIFICAJ& OF LIABILITY INSURAW OP ID
DATE(MM/DDIYYYY)
RBFCO-1
07/07/04
PRODUCERTHIS
CERTIFICATE MESUED AS A MATTER OF INFORMATION
TYPE OFINSURANCE
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
United Captive Ins. Brokers
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
17151 Newhope St., Ste 211
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Fountain Valley CA 92708
GENERAL LIABILITY
Phone: 714-708-4370 Fax:714-708-2300
INSURERS AFFORDING COVERAGE NAIC#
INSURED
INSURER A: U.S. Fidelity and Guaranty O.
INSURER B.
INSURER C:
RBF Consulting
14725 Alton Parkway
Irvine CA 92718
INSURER D.
INSURER E:
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
LTR
NSR
TYPE OFINSURANCE
POLICY NUMBER
POCY EFFECTIVE
DATE MM/DDM
DATE MMRODM/
UNITS
GENERAL LIABILITY
EACH OCCURRENCE f
PREMISES Es ocwrence f
COMMERCIAL GENERAL LIABILITY
CLAIMS MADE O OCCUR
MED EXP (Any one Person) $
PERSONAL B ADV INJURY f
GENERAL AGGREGATE f
GEN'L AGGREGATE LIMIT APPLIES PER.
PRODUCTS - COMP/OP AGO f
POUCV PRO-
JECT LOC
AUTOMOBILE
LIABILITY
COMBINED SINGLE LIMIT
ANY AUTO
(Ea actitlenl) f
ALL OWNED AUTOS
BODILY INJURY
SCHEDULED AUTOS
(Per person) f
BODILY INJURY
HIRED AUTOS
NON -OWNED AUTOS
(Par actltlenl) f
PROPERTY DAMAGE f
(Per acddenl)
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT f
OTHER THAN EA ACC f
ANY AUTO
--
AUTO ONLY: AGO f
EXCESSIUMBRELLA LIABILITY
EACH OCCURRENCE f
AGGREGATE f
OCCUR El CLAIMS MADE
f
f
DEDUCTIBLE
$
RETENTION f
WORKERS COMPENSATION AND
X ITORY LIMITS ER
A
EMPLOYERLRYNARTNER/EXECUTIVE
D123W00096
07/01/04
07/01/05
E.L.EACHACCIDENT $1000000
ANY PROPRIETORIETOR
E.L. DISEASE - EA EMPLOYEE f 1000000
OFFICER/MEMBER EXCLUDED?
I yes, descrIW under
SPECIAL PROVISIONS CeIOW
E.L. DISEASE -POLICY LIMIT I 51000000
OTHER
DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
*10 days notice of cancellation for non-payment of premium.
City of San Jaun Capistrano
Dir. Admin. Services
32400 Paseo Adelante
San Juan Capistrano CA 92675
ACORD
CANCELLATION
CIrryS. JL. I SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
DATE THEREOF, THE ISSUING INSURER WILL EIROMX9M=MAIL *30 DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO 80 SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
40
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92075
(949) 493-1171
(949) 493-1053 FAX
www.sanjuancapistrano.org
June 2, 2004
�j IA(IIOOMOH
' ntuusnn � 1961
1776 "
Robert Bein, William Frost & Associates
14725 Alton Parkway
Irvine, CA 92618-2069x
MEMBERS OF THE CrrY COUNCIL
SAM ALLEVATO
DIANE L. BATHGATE
W VATT HART
JOE SOTO
DAVID M. SWERDUN
RE: Compliance with Insurance Requirements — Plan Check Services/Corrosion
Protection Agreements
The following insurance documents are due to expire:
✓ Workers Compensation Certificate 07/01/2004 OLI
Please submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 aseo Adelanto, San Juan Capistrano, CA 92675 by the above
expiation datesAfyqu have any questions, please contact me at (949) 443-6309
cc: Dawn Schanded, Administrative Assistant
San Juan Capistrano: Preserving the Past to Enhance the Future
Client#: 6255
0
RBFCONSUL
ACORD. CERTIFICATE OF LIABILITY
INSURANCE
12122103°"
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
POLICY EXPIRATION
DATE MM1D /YY
714 427-6810
INSURERS AFFORDING COVERAGE
INSURED
INSURER A: Travelers Indemnity Co. Of Illinois
RBF Consulting
PO Box 57057
Irvine, CA 92619-7057-
INSURER e: Hartford Fire Ins. Co.
INSURER C: Fireman's Fund Insurance Co.
a _ -- _- on- -- --- . --- "-" -_ - -- -
INsuRERD: Underwriters at Lloyd's Lond
INSURER E:
FIRE DAMAGE (My one fire)
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.
INSR
LTR
rypE OF INSURANCE
POLICY NUMBER
POLICY EFFECTIVE
DAT M
POLICY EXPIRATION
DATE MM1D /YY
LIMITS
A
GENERAL LIABILITY
P63050OD409203
11/30/03
11/30/04
EACH OCCURRENCE
$1,000,000
FIRE DAMAGE (My one fire)
$1000000
X COM M ERCIAL GENERAL LIAR ILITY
CLAIMS MADE L) - (i OCCUR
INDP.CONTRACTORS
I
MED EXP (Any one person)
s5,000
PERSONALBADVINJURY
E1�000,OOO
X CONTRACTUAL
_INCLUDED.
X BFPD, XCU, OCP
GENERAL AGGREGATE
s2,000,000
GEN'L AGGREGATE LIM ITAPPLIES PER:
PRODUCTS -COMPIOPAGG
520000-00
POLICY X PRI - X LOC JECT
B
AUTOMOBILE
X
LIABILITY
ANY AUTO
57UENTLO126
11/30/03
11/30/04
COMBINED SINGLE LIMIT
(Ea accident)
$1,00-0,000
BODILY INJURY
(Per person)
$
ALL OWNED AUTOS
SCHEDULED AUTOS
BODILY INJURY
(Per accident)
$
X
X
HIRED AUTOS
NON -OWNED AUTOS
j
PROPERTY DAMAGE
(Per ecddan0
$
GARAGGARAGE LIABILITY
E
AUTO ONLY -EA ACCIDENT
$
OTHER THAN EA ACC
S
ANY AUTO
$
AUTO ONLY: AGO
C
EXCESS LABILITY
XSM00097333165
11/30/03 11/30/04
EACH OCCURRENCE
$10,000,000
X OCCUR CLAIMS MADE
AGGREGATE _
$10000000 ,
PROFESSIONAL
DEDUCTIBLE
LIABILITY IS
s
RETENTION $
EXCLUDED.
$
WORKERS COMPENSATION AND
WC STATU- OTH-
JE
EMPLOYERS' LIABILITY
E.L. EACH ACCIDENT
$
E.L. DISEASE -EA EMPLOYEE
$
E.L. DISEASE -POLICY LIMIT
$
D
OTHER Professional
P1039400
11/30/03
11/30/04
$1,000,000 Per Claim
lability
$2,000,000 Annl Aggr.
DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLESIEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
General Liability policy excludes claims arising out of the performance of professional
services.
All Operations as performed by the named insured.
(See Attached Descriptions)
City of San Juan Capistrano
Att: city Clerk's Office
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
SHOULD ANYOFTH E ABOVE DESCRIBED POLICIES BE CANCELLEO BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL%X MA1L3g_ DAYSWRITTEN
CERTIFICATE HOLDERNAMEO TOTHE LEFT, BKVXAXbgfxARAARAKxXXX
ACORD 25-S(7/97)1 oft #M81822 . •P - -- --— vIII 'a 7',-,.TMP1 (DACORD
0 0
DESCRIPTIONS (Continued from Page 1) I
City of San Juan Capistrano is Additional Insured as respects to General
Liability.
0
0
POLICYNUMBER: P63050OD409203 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES or
CONTRACTORS (FORM B)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Person or Organization:
City of San Juan Capistrano
Att: city Clerk's Office
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
(if no entry appears above, information required to complete this endorsement will be shown in the Declarations
as applicable to this endorsement.)
WHO IS AN INSURED (Section II) is amended to include as an insured the person or organization shown in the
Schedule, but only with respect to liability arising out of "your work" for that insured by or for you.
CG 20 10 11 85
0
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
ivivsv.sanjuancapistrano. org
October 12, 2003
dwa► � �
iii L:! LJ it
1 muuouno
• mnus�D 1961
1776
Robert Bein, William Frost & Associates
14725 Alton Parkway
Irvine, CA 92618-2069x
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
JOHN S. GELFF
MATT HART
JOESOTO
DAVID M. SWERDLIN
INTERIM CITY MANAGER
PAMELAGIBSON
RE: Compliance with Insurance Requirements — Plan Check Services/Corrosion
Protection Agreements
The following insurance documents are due to expire:
General Liability Certificate 11/30/03 —
General Liability Endorsement Form naming the City of San Juan
Capistrano as additional insured.
J Automobile Liability Certificate 11/30/03 "-
J Professional Liability Certificate 11/30/03 60-1�
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) 443-6308.
Sincerely, j ^
V �
Meg ona an
Cit Clerk
cc: William M. Huber, Engineering and Building Director
Dawn Schanderl, Administrative Assistant
San Juan Capistrano: Preserving the Past to Enhance the Future
Maria Guevara
E
From: Maria Guevara
Sent: Monday, December 08, 2003 4:24 PM
To: Dawn Schanderl
Subject: Robert Bein, William Frost & Assoc. (Plan Check/Corrosion Protection)
Hi my friend,
We received all of their insurance with the exception of the endorsement
form.
I feel like Chinese food.
Thanks,
Maria
r__1
Ah
ACORD CERTIFICAT OF LIABILITY INSURANC OPID S
RBFCO-1
DATE(MMIDDNYYY)
06/30/03
PRODUCER
United Captive ins. Brokers
17151 Newhope St., Ste 211
Fountain Valley CA 92708
Phone:714-708-4370 Fax:714-708-2300
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
INSURERS AFFORDING COVERAGE NAIC#
INSURED
RBF Consultin
IrvineACCAA Alton
INSURER A: D.S. Fidelity and Guaranty 'o.
INSURER B:
INSURER C:
INSURER D.Pam
INSURER E:
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
LTR
NSR
TYPE OF INSURANCE
POLICY NUMBER
DATE (MMIDD CTIVE
PDATE MMID� N
LIMITS
GENERAL LIABILITY
EACH OCCURRENCE E
PREMISES Ea odd R,. $
COMMERCIAL GENERAL LIABILITY
CLAIMS MADE ❑ OCCUR
MED EXP (Any one person) $
PERSONAL B ADV INJURY $
GENERAL AGGREGATE $
GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS - COMPIOP AGO $
POLICY PRO-
JECT LOC
AUTOMOBILE
LIABILITY
COMBINED SINGLE LIMIT $
ANY AUTO
(Ea accident)
BODILY INJURY
$
ALL OWNED AUTOS
SCHEDULED AUTOS
(Per person)
BODILY INJURY $
HIRED AUTOS
NON -OWNED AUTOS
(Par awdent)
PROPERTY DAMAGE $
(Per acddenp
GARAGE UABIUTY
AUTO ONLY - EA ACCIDENT $
OTHERTHAN EAACC $
ANY AUTO
AUTO ONLY: AGO $
EXCESSIUMBRELLA LIABILITY
EACH OCCURRENCE $
OCCUR CLAIMS MADE
AGGREGATE $
$
$
DEDUCTIBLE
$
RETENTION $
WORKERS COMPENSATION ANDAX
TORY LIMITS ER
A
EMPLorERs•uABILITr
D123N00054
07/01/03
07/01/04
E.L.E tACCIDE $1000000
ANVPROPRIETORIPARTNDEEXECUTIVE
E.L. DILFl,SE-EA OV_E_ DDD00 _
OFFICER/MEMBERRIETOR EXCLUDED'!
If yas, d.9c w Under
SPECIAL PROVISIONS Ix,1.
E.L. DI SSE-POL YLIMIT DDDDDD
OTHER
w
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
*10 days notice of cancellation for non-payment of premium. r
J=
r
U
VGR urWnIC RVLVCR MHRMCLLHIIVR
CITYSJC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WALL 600012310Z MAIL *30 DAYSWRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT
City of San Jaun Capistrano
Dir. Admin. Services
32400 Paseo Adelante
San Juan Capistrano CA 92675 AUTHORIZED REPRESENTATVB n / / + T
]B t*nn11nRI Z ACnRn CnRPORATIf)M IQRR
7
0
acORv_ CERTIFICATE OF LIABILITY INSURANCE GPID DATE(MMIDDIYY)
FCO -1 07/10/02
PRODUCER
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
United Captive Ins. Brokers
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
17151 Nevhope St., Ste 211
Fountain Valley CA 92708
Phone:714-708-4370 Fax:714-708-2300
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
INSURERS AFFORDING COVERAGE
INSURED
INSURERA U.S. Fidelity and Guaranty CO.
INSURER B:
INSURER C.
15On ultin
2 Avine �ton927 rjkway
INSURER D:
INSURERS:
COMMERCIAL GENERAL LIABILITY
COVERAGES
THE POLICIES OF INSURANCE USTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
LTR
TYPE OF INSURANCE
POLICY NUMBERGATE
MMID
LIMITS
GENERAL LIABILITY
_MTE(Mewomm
EACH OCCURRENCE $
FIRE DAMAGE (My . AM) $
COMMERCIAL GENERAL LIABILITY
CLAIMS MADE ❑OCCUR
MED EXP (Any m PNecn) f
PERSONAL B ADV INJURY $
GENERAL AGGREGATE $
PRODUCTS -COMW/OPAGG S
GENL AGGREGATE LIMIT APPLIES PER
POLICYP T LOC
AUTOMOBILE
LIABILITY
ANY AUTO
COMBINED SINGLE LIMIT
E.ec .t) $
BODILY INJURY
(Por Person) S
ALL OWNED AUTOS
SCHEDULEDAUTOS
BODILY INJURY f
(Per ^c"tlenl)
HIRED AUTOS
NDN -OWNED AUTOS
PROPERTY DAMAGE $
(Por eccid")
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT $
OTHER THAN EA ACC $
ANY AUTO
AUTO ONLY: AGG $
EXCESS LIABILITY
EACH OCCURRENCE f
OCCUR CLAIMS MADE
AGGREGATE $
f
$
DEDUCTIBLE
$
RETENTION S
A
WORKERS COMPENSATION AND
EMPLOYERS' LIABILITY
D123W000028
07/01/02
07/01/03
R I TORY LIMITS ER
E.L. EACH ACCIDENT $1000000
E.L. DISEASE EA EMPLOYE $1000000
E.L. DISEASE POLICY UMIT $1000000
OTHER
DESCRIPTION OF OPERATIONSILOCATIONSNEHICLE&EXCLUSIONS ADDED BY ENDORSEMENT/SPECU . PROVISIONS
*10 days notice of cancellation for non-payment of premium.
CEC
r
c
rn
A.cH I IPR.A I C HVLIJCH I N I ADDITIONAL INSURED; INSURER LITTER_ VAINUCLLA I IVH
CITysic SHOULD ANY OF THE ABOVE DESCRIBED PDLaw BE TtA &ADI swww THEomPIRAM
DATETHEREOF,TNEMSUINGINSUMRMLLmT�MRIL �AYSVYItlTTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, Summm5inewsDawo,3
City of San Jaun Capistrano 1
Dir. Admin. Services
32400 Paseo Adelante�
San Juan Capistrano CA 92675 AUTHORQEDREPRESENTA %/4 / A A
1988
a
0
°^TE'"M°°"Y'
AC -08A CERTIFICATE OF LIABILITY INSURANCt, GPI -1D 0
PCO 7/08/02
PRODUCER
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
POLICIES. AGGREGATE LIMITS SHOWN MAY WIVE BEEN REDUCED BY PAID CLAIMS.
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
United Captive Ins. Brokers
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
17151 Newhope St., Ste 211
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
INSURERS AFFORDING COVERAGE
Fountain Valley CA 92708
Phone:714-708-4370 Fax:714-708-2300
INSURED
INSURER A. U.S. Fidelity and Guaranty Co.
INSURER S:
INSURER C:
RBF On ultinqa
I47? ACAtog P18kMay
99 '7J1
INSURERD: _..
INSURER E:
CKell=101_Lli�9
THE POLICIES OF INSURANCE USTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REOUMEMENT. 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 MSCRIBEp HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY WIVE BEEN REDUCED BY PAID CLAIMS.
IM
LTR
TYPEOFINSURANCE
POLICY NUMBER
°ATE MMR)
GATE MMIO
LIMITS
GENERAL LIABILITY
EACH OCCURRENCE S
FIRE DAMAGE (My one Am) $
COMMERCIAL GENERAL LIABILITY
CLAIMS MADE F—] OCCUR
MED EXP (Arty. pe ) $
PERSONAL S ADV INJURY $
GENERAL AGGREGATE $
PRODUCTS - COMPIOP AGG S
GEN_ AGGREGATE LIMIT APPLIES PER:
POLICY JET LOC
AUTOMOBILE
LIABILITY
COMBINED SINGLE LIMIT $
ANY AUTO
(Ea accident)
BODILY INJURY $
ALL OWNED AUTOS
SCHEDULED AUTOS
(Per p )
BODILY INJURY $
HIRED AUTOS
NON -OWNED AUTOS
(Per ecddaM)
PROPERTY DAMAGE $
(Par eaideM)
GARAGE LIABILITY
AUTO ONLY - EA ACGDENT $
OTHER THAN EA ACC S
ANV AUTO
AUTO ONLY: AGG $
EXCESS LIABILITY
EACH OCCURRENCE $
OCCUR CLAIMS MADE
AGGREGATE $
f
S
DEDUCTIBLE-
$
RETENTION $
WORKERS COMPENSATION AND
X TORY UMRS ER L�
A
EMPLOYERS' LIABILITY
D123W000028
07/01/02
07/01/03
E.L. EACH ACCIDENT $f000000
E.L. DISEASE - EAEIMPW 00AP
E.L. DISEASE - POLICY UMIA $100000
OTHER�—
- rn
m
T c C
DESCRIPTION OF OPEMTIONSIWCATIONSNEHICLESI CLUSIONS ADDED BY ENDORSEMENTISPECUIL PROVISIONS -_ — 3
*10 days notice of cancellation for non-payment of premium. -
0
N
l CK 11TH.q I C MULUCK IN I ADDITIONAL INSURED; INSURER LETTER:_ VMK\.CLLNIIVM
CAmml. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXRMTIO
MAT EREOF,THEMBUINGINSURERMUMM® MAIL *30 DAYSWRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUTS
Capistrano Valley Water
District
P.O. Box 967
San Juan Capistrano CA 92653 "°TH°R[MDaE►REaENrATNEI�
n1971
( ( c
0
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuaticapistrano.org
June 14, 2002
Joon �►
IROAgAIII!
![IAl11M<1 I 1961
1776
Robert Bein, William Frost & Associates
14725 Alton Parkway
Irvine, California 92618-2069
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
COLLENE CAMPBELL
JOHN S. GEU F
MATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
RE: Compliance with Insurance Requirements - Plan Check Services/Engineering
Services for the CVWD System Wide Corrosion Protection Project
The following insurance document is due to expire:
I Workers Compensation Certificate 7/1/2002
Please,submit updated documentation to the City of San Juan Capistrano, attention City
Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above
expiration date. If you have any questions, please contact me at (949) 443-6310.
Sincerely,
A&Vylr;�, - /ca I&u
Dawn M. Schanderl
Deputy City Clerk
cc: William Huber, Director of Engineering & Building
Michelle Noreillie, Administrative Assistant
USE
IS
San Juan Capistrano: Preserring the t=ast to Enhance the Future
nNanex,-�a..
HHh(:UNSLIL
ACORQ„ CERTIFI
TE OF LIABILITY
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
INS ANCE
INSR
LTR
TYPE OF INSURANCE
POLICY NUMBER
POLICY EFFECTIVE
DATE MMIDD/YV
POLICY EXPIRATION
DATE MIDDMI
1126/ z°"Y)
PRODUCER
GENERAL LIABILITY
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Dealey, Renton & Associates
P. O. Box 10550
11/30/03
ONLY
HOLDER.
ALTER
AND CONFERS NO RIGHTS UPON THE CERTIFICATE
THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Santa Ana, CA 92711-0550
X COMM ERCIALGENERAL LIARILITY
714 427-6810
CLAIMS MADE 1XI OCCUR
INSURERS AFFORDING COVERAGE
INSURED -
RBF Consulting
PO Box 57057
Irvine, CA 92619-7057
INSURER A:
Travelers Indemnity Co. Of Illinois
INSURER B:
Fireman's Fund Insurance Co.
INsuRER 0: Underwriters at Lloyd's London
— - - -----�
I INSURER D:
INSURER E:
X
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.
INSR
LTR
TYPE OF INSURANCE
POLICY NUMBER
POLICY EFFECTIVE
DATE MMIDD/YV
POLICY EXPIRATION
DATE MIDDMI
LIMITS
A
GENERAL LIABILITY
P63050OD409202
11/30/02
11/30/03
EACH OCCURRENCE $1000000
FIRE DAMAGE(Anyo%fire) $1000000
X COMM ERCIALGENERAL LIARILITY
CLAIMS MADE 1XI OCCUR
INDP.CONTRACTORS
MED EXP (My one person) $$000
PERSONAL& ADV INJURY $1000000
X CONTRACTUAL
INCLUDED.
X
BFPD, XCU, OCP—
GENERAL AGGREGATE s2,000,000
GEN'L AGGREGATE LIM ITAPPLIES PER:
PRODUCTS -COMPIOPAGG s2000000
POLICYX PET X LOC
A
AUTOMOBILE
X T
LIABILITY
ANY AUTO
P810SOOD409202
11/30/02
11/30/03
COMBINED SINGLE LIMIT
Ea axidenU $1,000,000
BODILY INJURY
(Par Person) $
ALL OWNED AUTOS
SCHEDULED AUTOS
X
HIRED AUTOS
NON -OWNED AUTOS
BODILY INJURY
(Per accident) $
X
PROPERTY DAMAGE $
(Per accident)
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT $
OTHER THAN EA ACC $
ANY AUTO
AUTO ONLY: AGG $
B
EXCESS LIABILITY
OCCUR CLAIMS MADE
XEK00086413029
11/30/02
11/30/03
EACH OCCURRENCE 001000,000
AGGREGATE $10,000,000
$
$
DEDUCTIBLE
$
RETENTION $
WORKERS COMPENSATION AND
EMPLOYERS'LIABIIJW
WC STATU- OTH-
V 1
_ _
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
E.L. DISEASE -POLICY LIMIT $
C
OTHER Professional
P00433000
11/30/02
11/30/03
$1,000,000 Per Claim
Liability
$2,000,000 Annl Aggr.
$2 00 Deductible
DESCRIPTION OF OPERAnONSAACATIONSNEMCLE$/EXCLUSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS ti
General Liability policy claims excludes claims arising out of the performance of ` ti
professional services. cc; o
Re: JN 10-100363, High West Side Pipeline Project. C C7
City of San Juan Capistrano is Additional Insured as respects to General c-:
(See Attached Descriptions) F N
City of San Juan Capistrano
Attn: Director of Admin. Services
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
SHOULD ANYOFTHE MOVE DESCRIBED POU'C(ESSECAIWELLED QEPRETHE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WIWAKR& LF
30_ DAYSWRITTEN
NOIICETOTHE CERTIFICATE HOLDERNAMED TOTHE LEFT, BMffixEExxRAel$R1L uw
ACORD 25S (7/97)1 of 2 #M81836 k--'kMK 0 ACORD CORPORATION 1988
POLICYNUMBER: P63050OD409201 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES or
CONTRACTORS (FORM B)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Person or Organization
City of San Juan Capistrano
Attn: Director of Admin. Services
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations
as applicable to this endorsement.)
WHO IS AN INSURED (Section II) is amended to include as an insured the person or organization shown in the
Schedule, but only with respect to liability arising out of "your work" for that insured by or for you.
PRIMARY INSURANCE:
IT IS UNDERSTOOD AND AGREED THAT THIS INSURANCE IS PRIMARY
AND ANY OTHER INSURANCE MAINTAINED BY THE ADDITIONAL INSURED
SHALL BE EXCESS ONLY AND NOT CONTRIBUTING WITH THIS
INSURANCE.
CG 20 10 11 85
ACORD.e CERTIFICATE OF LIABILITY INSWANCE ;; TE °""' 1
Dealey, Renton & Associates
P. O. Box 10550
Santa Ana, CA 92711-0550
714 427-6810
INSURED
RBF Consulting
PO Box 57057
Irvine, CA 92619-7057
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: Travelers Indemnity Co. of Illinois
INSURER B: Fireman's Fund Insurance Co.
INSURER C: Underwriters at Lloyd's London
INSURER D:
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
NSR
LTR
TYPE OF
POLICY NUMBER
POLICY EFFECTIVE
DATE MIA10MY
POLICY EXPIRATION
ATE MMIDD(YY
LIMITS
A 1
GENERAL LIABILITY
P63050OD409202
11/30/02
11/30/03
EACH OCCURRENCE $1000000
FIRE DAMAGE (My one fire) $1,000,000
X CONAERCIALGENERAL
�LIABILITY
CLAIMS MADE A OCCUR
INDP. CONTRACTORS
MED EXP (Any one person) $5 000
PERSONAL &ADV INJURY $1000000
X CONTRACTUAL
INCLUDED.
X BFPD, XCU, OCP
GENERAL AGGREGATE S2,000,000
G EN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS-COMPlOP AGG 82000000
POLICY X PE aT X LOC
A AUTOMOBILE
X
LIABILITY
ANY AUTO
P81050OD409202
11/30/02
;11/30/03
COMBINED SINGLE LIMIT $1,000,000
(Ea accident)
BODILY INJURY
(Per personon)) $
ALL OWNED AUTOS
SCHEDULED AUTOS
X
X
HIRED AUTOS
NON -OWNED AUTOS
BODILY INJURY
(Peraccident) $
PROPERTY DAMAGE $
(Per accident)
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT $
OTHER THAN EA AOC $
ANY AUTO
AUTO ONLY: AGO $
B
EXCESS LIABILITY_
OCCUR CLAIMS MADE
XEK00085413029
11/30/02
11/30/03
EACH OCCURRENCE $10000000
AGGREGATE $110,00-0,00-0-
$
$
DEDUCTIBLE
$
RETENTION $
WORKERS COMPENSATION AND
EMPLOYERS' LIABILITY
WCSTATU- OTH-
T
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
E.L DISEA6e - POLICY LIMIT $
C
OTHER Professional
P00433000
11/30/02
11/30/03
$1,00 00 PeAMaim
Liability
$2,009�0colo AnoAggrX
I ri m
DESCRIPTION OF OPERATIONS/LOCA'nONSrVEHICLESIEXCLUSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS
General Liability policy claims excludes claims arising out of the performance of yam', � - N M
professional services. v
ins Q
H= m
x �
N
Capistrano Valley Water District
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
SHOULD ANYOFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL XMe MAIL 3QDAYSWRITTEN
NOTICE TOTHE CERTIFICATE HOLDERNAMED TOTHE LEFT,B�xAJBQAARKNX7
ACORD 25-S (7/97)1 Oft #M81822 , ' t`9MK 0 ACORD CORPORATION 1988
DOCRIPTIONS (Continued frort♦age 1)
Liability. Priamry and Non -Contributing coverage applies to GL.
(AI/PR/X)
AMS 25.3 (07/971 2 of 2 #M81836
•
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
1111W..sanjuancapistrano. org
November 20, 2002
see
uuewm
• nnnmis � 1961
1776
Robert Bein, William Frost & Associates
14725 Alton Parkway
Irvine, California 92618-2069
MEMBERS OF THE CITY COUNCIL
OHNE U BATHGATE
COLLENE CAMPBELL
JOHN S. GEFP
MATT HART
DAVID M. SWERMN
CITY MANAGER
GEORGESCARSOROUGH
RE: Compliance with Insurance Requirements - Plan Check Services/Corrosion
Protection Agreements
The following insurance documents are due to expire:
V General Liability Certificate 11/30/2002
V General Liability Endorsement CG 20 10 1185 naming the City of San Juan
Capistrano as additional insured.
Automobile Liability Certificate 11/30/2002
V Professional Liability Certificate 11/30/2002
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,&
AM
11e -
Dawn Schanderl
Deputy City Clerk
cc: William Huber, Director of Engineering & Building
Michelle Noreillie, Administrative Assistant
oxurs usE
rs
San Juan Capistrano: Preserving the Past to Enhance the Future
/2/A DRU.CERTIFICAa OF LIABILITY INSUF*NCE 11901
Dealey, Renton & Associates
P. O. Box 10550
Santa Ana, CA 92711-0550
714 427-6810
INSURED
RBF Consulting
PO Box 57057
Irvine, CA 92619-7057
COVERAGES
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
INSURERS AFFORDING COVERAGE
INSURERA: Travelers Indemnity Co. of Illino.
_INSURERS: National Union Fire Ins Co of Pit
NSURERC: Underwriters at Lloyd's London
INSURER U.
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
ILTR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION /DD/YY
GATE MMDATE MM/DD/YY
LIMITS
A GENERAL LIABILITY P63050OD409201 11/30/01 11/30/02
EACH OCCURRENCE 1 $1, 000, 000
IX COMMERCIAL GENERAL LIABILITY
FIRE DAMAGE (Any one lire) '$1, 000, 000
CLAIMS MADE X_j OCCUR! 1INDP. CONTRACTORS ,
MED EXP (Any one person) _ $5,000
,X CONTRACTUAL (INCLUDED.
PERSONALS ADV INJURY $1, 00.0,_000
_
I X IBFPD, XCU, _OCP_ 11
GENERAL AGGREGATEs2,000,000
!GE N'LAGGRE_GATELIMITAPPLIESPER',
(PRODUCTS COMP/OP AGG$2, 000, 000
POLICY X PEOT X LOC
1
A AUTOMOBILE LIABILITY P81050OD409201 11 30 O1 11/3O/O2
X ANY AUTO
C
CO BIKED $1, OOO, OOO
aaccid DSINGLE LIMIT
1 ALL OWNED AUTOS
'BODILY INJURY $
SCHEDULED AUTOS !
(Per person)
X HIRED AUTOS
BODILY INJURY
iX NON -OWNED AUTOS
(Per accident) .$
PROPERTY DAMAGE I$
(Per accident)
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT $
�'ANY AUTO ''
OTHER THAN EA ACC _$
AUTO ONLY: AGG $
B EXCESS LIABILITY_ _ IBE8715762
11/30/01 11/30/02
EACH OCCURRENCE $10 000 00
_ X OCCUR CLAIMS MADE
AGGREGATE _ $10 000,00C
$
DEDUCTIBLE
!
_ $
RETENTION $
$
WORKERS COMPENSATION AND
WC STATU- I OTH-
__ TRYUMI_TS , : ER.
EMPLOYERS' LIABILITY li
,
1E.L. EACH ACCIDENT $
E L. DIS.EASE - EA EMPLOVE�$ _
E.L. DISEASE - POLICY LIMIT Is
C OTHER Professional IP00433000 11/30/01111/30/02
$1,000,000 Per Claim
Liability
$2,000,000 Annl Aggr.
$250,000 Deductible
DESCRIPTION OF OPERATIONS/LOCAnONS EHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
Re: JN 10-100363, High West Side Pipeline Project.
City of San Juan Capistrano is Additional Insured as respects to General
Liability. Priamry and Non -Contributing coverage applies
to GL.
(AI/PR/X)
City of San Juan Capistrano
Attn: Director of Admin. Services
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
SHOULD ANYOFTHE ABOVE D ESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL311iM0e)Ut)T"AIL 30.. DAYSWRITTEN
NOTICE TOTHE CERTIFICATE HOLDER NAMED TOTHE LEFT,n¢jX�[tlJ�tRaDypOf}jgd[X
ACORD25-S(7/97)1 of 1 #M68579 ' �-' K
0
PrideMark Insurance
1820 E. First St., Ste #500
Santa Ana CA 92705
Phone:714-569-2700
INSURED
RBF Consulting
14725 Alton Parkway
Irvine CA 92718
COVERAGES
".".. ." •YYdN'CO-1 I U"1/16/01
ONLY AND CONFERSIM RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOV
INSURERS AFFORDING COVERAGE
INSURER A- Fidelity_ and Guarani I_ns _Co. _
INS - -_ -.
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 - - POLI Y EFFECTIVE POLICY EXPIRATION - — -
LTR TYPE OF INSURANCE POLICY NUMBER DATE MMIDD/YY DATE MMIDD/YY LIMITS
GENERAL LIABILITY
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT F1111 IRPTADO-60-S"A61-
P.O. Box 967
EACH OCCURRENCE
$
FIRE DAMAGE (Anyone lira)
$
COMMERCIAL GENERAL LIABILITY
Mark Barrie
CLAIMS MADE OCCUR
MED EXP (Any one person)
$
PERSONAL $ ADV INJURY
- -
$
GENERAL AGGREGATE
$
PRODUCTS - COMP/OP AGG
GENT AGGREGATE LIMIT APPLIES PER:
$
POLICY PRG LOC
ECT
AUTOMOBILE
LIABILITY
COMBINED SINGLE LIMIT
ANY AUTO
(Ea accMent)
$
BODILY INJURY
ALL OWNED AUTOS
SCHEDULED AUTOS
(Per person)
$
BODILY INJURY
HIRED AUTOS
_
NON -OWNED AUTOS
(Per ..,dent)
$
PROPERTY DAMAGE
$
(Per acoaenp
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT
$
OTHER THAN EA ACC
ANYAUTO
$
S
AUTO ONLY AGG
EXCESS LIABILITY
EACH OCCURRENCE
$
AGGREGATE
OCCUR EICLAIMS MADE
$
$
DEDUCTIBLE
is
RETENTION $
WORKERS COMPENSATION AND
WC STATIJ-
X_ TORY LIMITS ER
A
EMPLOVERS'LIABILITY
D123W00006
07/01/01
07/01/02
EL EACHACCIDENT
$ 1 000,000
ELDISEASE-EAEMPLOYEE
$1,000,000
$1 ODD DDD
E. L. DISEASE -POLICY LIMIT
OTHER
DESCRIPTION OF OPERATIONS/LOCATIONS EHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
Re: All Operations
$SCR I Ari .^ I C ITULUtR I N I ADDITIONAL INSURED: INSURER LETTER: CANCELLATION
CAPVALL
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDSAYBRT6 MAIL 30 DAYS WRITTEN
Capistrano Valley Water
District
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT F1111 IRPTADO-60-S"A61-
P.O. Box 967
San Juan Capistrano CA 92653
.
6L$
...e.e.. *ss nla:L
Mark Barrie
19ACURD CORPORATION 1933
•
32400 PA9E0 ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949)493-1171
(949) 493-1053 (FAX)
www.selnjuancapistrano.org
December 21, 2001
RBF Assoc
14725 Alson Parkway
Irvine, CA 92618-2027
Dear Sir or Madam:
� ate, •
. �.
k,,��Y{{.� IAIIAIAIAIFI
aulmlD I 1961
1776
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
JOHNS. GELFF
COLLENE CAMPBELL
MATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
One December 4, 2001 the City Council of San Juan Capistrano approved a Personal
Services Agreement with RBF Assoc to provide general engineering & building for a
three-year term, with (2) one-year extensions possible, not to exceed $50,000 per
project proposal, per year.
Prior to initiating work and in order to continue work under this agreement, evidence that
all terms under Section 14. Insurance must be current and on file in the City Clerk's
office.
Our records indicate that you have met these requirements. You may proceed with
work in coordination with the Engineering and Building Department.
If you have any questions regarding this agreement, please contact Jill Thomas,
Management Analyst, at (949) 443-6362.
Sincerely,
Meon an, CMC
City lerk
(949) -6308
Enclosure: (1) original executed agreement for your records
cc: Jill Thomas anagement Analyst, William Huber, Engineering and Building
Director -VRI Schanderl, Deputy City Clerk
DRUG use
1s
9
San Juan Capistrano: Preserving the Past to Enhance the Future
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.
i���[��i[i]►�fri : _ � �L'i�►lt1►[�l�yi'f�����i ► _ � � 3�]R��a
2. APPROVAL OF MINUTES FROM THE REGULAR MEETING OF NOVEMBER 6,
2001 WITHDRAWN FROM THE AGENDA,
3. WARRANTS DATED NOVEMBER 15, 2001 IN THE AMOUNT OF $904,054.12 ;
AND PAYROLL WARRANTS DATED NOVEMBER 8, 2001 IN THE AMOUNT OF
$232,090.37 RECEIVED AND FILED. (300.30)
4. (38) CONSULTANT SERVICES AGREEMENTS APPROVED TO PROVIDE PLAN
CHECKAND DESIGN SERVICES FOR ATHREE -YEAR TERM WITH TWO ONE-
YEAR EXTENSIONS, NOT TO EXCEED $50,000 PER PROJECT PROPOSAL,
PER YEAR. (600.30)
The following companies were awarded Consultant Services agreement: AMEC
Earth & Environment, Inc.; Berryman & Henigar; Charles Abbott Associates; CgVL
Engineers; KFM Engineering; Norris-Repke, Inc.; P & D Consultants; Peter &
Associates; RBF Associates; Adams Streeter Civil Engineers; AKM Consulting
Engineers; Boyle Engineering; DH Civil Engineering; Focus Engineering; Gong
Enterprises; Hartzog & 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
2
12-4-01
Engineering; Lawson & Associates; Petra Geotechnical, Inc.; Austin -Foust
Associates; Darnell & Associates; LSA Associates.
5, RESOLUTION NO. 01-12-04-02 ADOPTED ENTITLED "RESOLUTION OF THE
CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO, CALIFORNIA
APPROVING THE APPLICATION FOR GRANT FUNDS FOR THE ROBERTI-
Z'BERG-HARRIS URBAN OPEN SPACE AND RECREATION PROGRAM UNDER
THE SAFE NEIGHBORHOOD PARKS, CLEAN WATER, CLEAN AIR, AND
COASTAL PROTECTION BOND ACT OF 2000 FOR IMPROVEMENT OF THE
OLD HIGH SCHOOL SPORTS COURTS" (930.20)
6. CONSIDERATION OF ISSUES - LOS RIOS HISTORIC PARKING LOT (CIP NO.
125)(600.30)
Written Communications: Report dated December 4, 2001 from William M. Huber,
Engineering and Building Director.
Gil Jones, 31791 Los Rios Street, supported the recommended action and
encouraged that the project be completed in a timely manner.
Council Action: Moved by Council Member Hart, seconded by Council Member
Swerdlin and carried unanimously, 5-0, to direct City staff to return to a future
meeting with an analysis of the two options:
1. L-shaped parking lot running along the border of the Rios property and the
Niccola property.
2. The original design. Consistent with. earlier direction, the option of a parking
lot on the CRA-Trulis property will not be considered.
Within those options staff will evaluate and provide recommendations on:
Appropriate buffer between the Niccola s and Montanez property and the
parking lot/RV storage;
• A "nature walk" connecting to Ramos Street
• Phased approach to allow the parking lot to be implemented as soon as
possible within the City's fiscal limitations.
Assumed within all option:
• The parking lot will be asphalt rather than gravel or other less improved
surface.
• The RV storage lot will be gravel
• The trees will be retained within the parking lot and RV storage to the
maximum extent practical.
• Security issues will be carefully evaluated
CC Minutes 5 12-4-01
0
E
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) year term with (2) one-year extensions, not to exceed $50,000 per project
proposal, per year.
A. Summary and Recommendation
The concept of a Plan Check Team was originally introduced in 1992 and, to date,
has worked very well. It was created as a means to improve service delivery to
resident and developer plan check. The concept has proven successful in that it
has resulted in improved efficiencies. Our current contracts expire on
December 31, 2001. Therefore, staff has solicited proposals and is requesting that
38 firms be recommended for a three-year term with two one-year extensions.
B. Background
History
On January 21, 1992, City Council approved the concept of creating a plan
check consultant team consisting of a select group of consultants. The team
concept creates a long-term contract with each consultant. The purpose of
the team concept is to have available consultants with pre -approved
contracts and insurance in place and ready to go to work. The team
concept allows staff to expeditiously process all consultant plan checking.
In addition, the plan check team agreements all required that they perform
their services at a specified percentage of the City's fees, which guarantees
costs and assures that City staff is also compensated for processing from the
remaining balance. All consultants agree to a fee not to exceed 65% and
80% depending upon the type of plan check. In many instances, the fees
are negotiated lower, especially on larger projects. Upon expiration of the
initial three year term, and having had a positive experience with this
concept, the master listing was reviewed, updated, and again brought to
Council for approval in January 1997. The updated listing included design
services in addition to plan check services.
FOR CITY COUNCIL AGENDA 00
0 0
Agenda Item
Page 2
December 4, 2001
Selection Process
A Request for Proposal was sent to 44 firms. Many of these firms were on
the existing list, with others being added at a staff member's request. Of the
44 firms, 38 responded with proposals. The proposals included general
engineering and building firms, as well as a number of specialty firms. The
specialty firms include areas such as geotechnical, traffic, building structural
and water quality services. A review team consisting of the Department
Director and an Administrative Assistant reviewed the proposals for the
following elements:
• Consistency with the scope of work
• Ability to meet schedules
• Past performance of similar work
• Individual(s) specified to work on projects
• Ability to meet fee requirements
• Qualifications of firm in handling required work
Staff believes that all 38 firms qualify based on the above criteria. As this
is a three-year contract with two one-year extensions, there is no need to
narrow the field. Staff prefers to spread projects among the teams as work
becomes available. This provides more flexibility and allows work to be
performed in a more efficient and timely manner. The following list shows
the consultants and their areas of expertise:
General Engineering and Building Services
AMEC Earth & Environment, Inc.
Berryman & Henigar
Charles Abbott Associates, Inc.
CgVL Engineers
KFM Engineering
Norris-Repke, Inc.
P & D Consultants, Inc.
Peter & Associates
RBF Associates
General Engineering Only
Adams Streeter Civil Engineers, Inc.
AKM Consulting Engineers
0 0
Agenda Item
Page 3
December 4, 2001
General Engineerinq_Continued
Boyle Engineering Corporation
DH Civil Engineering
Focus Engineering
Gong Enterprises
Hartzog & Crabill, Inc.
J. L. Patterson
KHR Associates
La Belle Marvin
LAN Engineering
Parsons Transportation
Richard Watson & Associates, Inc.
RK Engineering Group
Tetra Tech
The Keith Companies
Toal Engineering
Urban Crossroads, Inc.
Van Dell & Associates, Inc.
Willdan Associates
Building Services Only
Esgil Corporation
Geotechnical Services
Cotton Shires and Associates, Inc.
David H. Lee & Associates, Inc.
Hetherington Engineering, Inc.
Lawson & Associates, Inc.
Petra Geotechnical, Inc.
Traffic Services
Austin -Foust Associates, Inc.
Darnell & Associates, Inc.
LSA Associates, Inc.
Agenda Item
Page 4
December 4, 2001
3. Process
Plan Check Services - As previously stated, plan check services are to be
performed at a not -to -exceed fee based on a fixed percentage of the City's
calculated plan check cost. This eliminates the need to negotiate fees and
allows staff to select a consultant and request they perform the work at the
agreed upon price. No time is wasted with costly proposals, reviews, and
fee negotiations.
Design Services — Services not covered by fee recovery, such as design for
a City capital improvement project, will continue to require that staff solicit
proposals from at least three members of the team. Proposals will then be
evaluated and followed by consultant selection. If the fee exceeds the
amended limit established under the master contract, then it will be
forwarded to the City Council for review and approval. However, no new
agreements will be required norwill insurance certifications cause delays, as
they will already be in place.
COMMISSION/BOARD REVIEW, RECOMMENDATIONS
ME
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
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.
Refer to staff for additional information.
0 0
Agenda Item
Page 5
December 4, 2001
RECOMMENDATION
By motion, approve 38 consultant service agreements to provide Plan Check and Design
Services fora (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project
proposal, per year.
Respectfully Submitted,
William M. Huber, P.E.
Director, Engineering and Building
W MH/jt
Pre ed By,
c %
Jill Thomas
Administrative Assistant
Attachments 1. Request for Proposal
2. Sample Personal Service Agreement— Original agreements for each
individual firm are available in the City Clerk's office.
32400 PASCO ADSLANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493.1053 (FAX)
www.sanjuancapistrano.org
0
4'Y,{� na,mrtu
'n1,uoG I 1961
)776
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
MEMBERS OF THE CITY COUNCIL
DUNE L MTHGATE
JOHN S. GEUT
JOHN GREINER
MATT HART
DAVID 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.
awo uae
)s
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;
Resumes of key personnel for various service areas;
4. Consultant fee schedules, including hourly rates and proposed flat fees;
5. Completed consultant self rating form included with this request for proposal.
EVALUATION OF PROPOSALS
The City of San Juan Capistrano is interested in selecting consultants who have the
experience and expertise to render plan checking, engineering and architectural services
in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist
primarily of four parts:
1. Consultants' experience
2. Consultants' expertise
3. Consultants' ability to handle volume and meet time frames
4. Consultants' costs
•
Request for Proposal Page 3
It is important to the City that you identify the persons you will assign to various functions,
at which office they are assigned and whether they are full-time employees of your firm.
You should also address any conflict of interest that may exist and commel it on solutions.
The City of San Juan Capistrano reserves the right to reject any and all proposals.
Nonacceptance of any proposal will not imply criticism .'the proposal orthat any proposed
service was deficient. All participating candidates will be notified of the decision reached.
CONSULTANT'S RESPONSIBILITY
The Consultant shall perform the tasks as set forth herein:
A. Building Services
Review construction documents in accordance with the following uniform model
codes as amended by City ordinance:
a. Uniform Building Code -1998 California Building Code
b. Uniform Plumbing Code - 1998 California Plumbing Code
c. Uniform Mechanical Code - 1998 California Mechanical Code
d. National Electrical Code - 1996 Edition
e. California Code of Regulations - Title 24
Provide a comprehensive plan review as directed or provide only specified plan
review elements as follows:
a. Structural review and analysis of design and calculations
b. Inspection services
c. Other building services as may be defined
3. Provide geotechnical review and consultation regarding soil problems, features
or events.
B. Engineering/Architectural Services
Review construction documents and subdivision maps in conformance with the
following standards:
a. City of San Juan Capistrano Municipal Code
b. City of San Juan Capistrano and County of Orange applicable design
standards
c. Highway Design Manual standards
d. San Diego Regional Water Quality Control Permit
•
Request for Proposal Page 4
2. Provide comprehensive plan review or design services as directed for the
following elements:
a. Geotechnical review/design
b. Street improvements
c. Storm drain/hydrology reports/design
d. Traffictstriping 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 Reguirements
1. Plan Check Services
Render and remit a typed plan check correction/clarification list (two copies) to
the Engineering & Building Department within 10 working days from notification
by the City.
2. Engineering/Architectural Services
Complete services in a thorough and efficient manner, on time and within the
approved fee schedule.
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Request for Proposal Page 5
E. Fee Schedules
Engineering Fees
a. Plan Check
Engineering fees will be determined for plan check services based on the
attached fee schedule. The consultant shall bill on an hourly basis, not to
exceed 75% of the total fee, and fees may be negotiated lower if, in the
determination of the City, a lower fee is warranted.
b. Design/Architectural
Services will be negotiated on a project -by -project basis based on a pre -
agreed scope of work. Payment will be as determined by the City project
manager.
2. Building Fees
a. Plan Check
Total plan check at 80% of base plan check fee paid by applicant not
including any surcharges (base plan check fee). Base plan check fee will be
65% of building permit fee, not including surcharges.
Structural plan check is not to exceed 60% of base plan check fee, not
including any surcharges.
b. Other Services
Services will be negotiated on a project -by -project basis based on a pre -
agreed scope of work. Payment will be as determined by the City project
manager.
F. Maintenance of Records
The consultant will maintain all books, documents, papers, employee time sheets,
accounting records/ledgers and other evidence pertaining to costs incurred and shall
make such materials available at their respective offices at all reasonable times
during the contract period and for three years from the date of final payment for
inspection by the City. The consultant shall furnish copies, if requested.
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Request for Proposal Page 6
CITY'S RESPONSIBILITY
The City shall perform the tasks as set forth herein:
A. Establishment of Valuation (Plan Check Services Only)
Assign a valuation to the proposed work in accordance with the appropriate
Engineering or Building Division standards. The City shall collect all fees from the
applicant in connection with the services.
B. Project submittals
City will supply all necessary documentation/specifications, reports, studies,
calculations, etc., to Consultant as is readily available at the City.
C. Coordination
City will serve as project coordinator. On plan checking, the City will be responsible
for notifying the applicant when plans with corrections are available to pick up. The
City will route plans (preliminary/revised) to and from the Consultant.
SELECTION PROCESS
The Selection Committee, comprised of the Engineering & Building Director, Development
Services Manager and two Senior Engineers, will review the proposals submitted.
Candidates will be selected based on the proposals submitted, including qualifications of
staff, proposed fee schedules and ability to handle work load in a timely manner.
Very truly yours,
William M. Huber
Engineering and Building Director
WMH:jt
Attachments 1. Engineering Fees
2. Consultant Self -Rating Form
3. Sample of Personal Services Agreement
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CONSULTANT SELF -RATING FORM
Consultants are asked to rate their expertise in the various fields listed below. The
information will be used by Staff in selecting consultants on specific types of work.
Consultants may rate themselves high on more than one category, but should not rate the
same in more than three categories. Building plan check and Engineering plan check are
considered separate services and should be rated independent of one another.
On a scale of 1 to 10, rate yourself with "1" being your strongest area of expertise and "10"
being a competent area of expertise. "N" or no rating will indicate no interest or company
expertise in that field.
BUILDING SERVICES
ENGINEERING SERVICES
Geotechnical Review
Geotechnical Design, Review &
Analysis
Electrical Review and Analysis
Street Improvements
Mechanical Review and Analysis
Storm Drain Improvements &
Hydrology Studies
Plumbing Review and Analysis
Traffic Circulation Studies
Energy Calculations
Traffic/Striping Improvements
Handicapped Provisions
Sewer Facilities Improvements
Inspection Services
Landscaping Improvements
Grading Plans
Subdivision Map Checking
Structures
Inspection Services
Pavement Analysis
Survey
Drafting Services
Water Quali Desi n and Review
FIRM NAME:
7�
DATE: .2001
ENGINEERING FEES
Ennineerina Documents and Records
- Microfilm/Digital Storage` ..................................... $1.00 per sheet
- Document and Record Retrieval/Research/Review ................. $40.00 per hour
(Minimum Charge - One Hour)
- Digital Ortho Photo Imaging ................................... $500 per foot tile
(Includes $400 per foot tile + 2 hour mim staff time
@ $50 per hour)
- GIS Information Requests ..................................... As determined by City Engineer
'Each person, firm or corporation shall pay a microfiche or digital storage fee for permit applications, plans,
specifications, calculations, soils reports, and all pertinent data required to be maintained by ,state
regulations, per sheet.
Lot Line Adjustment
- Submittal and Processing ................................
$1,750
Map Processing (Due with Map Submittal)
- Tract maps` ...........................................
$1,000, plus $100 per lot
or unit up to 25, plus $50 per lot or
_ =
unit over 25
- Parcel maps ...........................................
$1,000, plus $100 per lovunit
- Records of survey ......................................
$5oo, plus $50 per lot
-CC&R's ............................................$500
'Duplicate Mylar Deposit .............................................
$20 per sheet
Improvement Plan Processing
Public imoroVement 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 0.1 acre
over 20 acres ($4,000 max)
- Sewer Studies (0-20 Acres) ...............................
$4.50 per 0.1 acre ($450 min)
- Sewer Studies (Over 20 Acres) ............................
$1,200, plus $1 per 0.1 acre
over 20 acres ($4,000 max)
Private Improvement Plan Processing (Due w/Plan Submittal)
- Submittal $500
- Checking 3% of construction costs
Map/Plan Processing Administration
Includes the preparation and processing of agreements, .........
3 %% of improvement costs
resolutions, City Council and Commission agenda reports,
($500 min) Payable prior to
presentation to commissions/boards, field investigation
improvement plan approval)
(Does not include advertising & recording fees)
Easements (Modification/Processing) ........................ As determined by City Engineer
(Does not include advertising & recording fees) ($500 min)
Street cut deposit for less than 500 square feet" ............... $500 to $1,000
Street cut deposit - over 500 square feet*` .................... As determined by City Engineer
"Refundable Deposit (upon completion of work)
Permit Issuance Fee.....................................$40
Engineering Inspection Fee .... ....... ....... .......... .$50 per hour
Elevation Certificates (FEMA) .............................. $40
Miscellaneous Fees ... ......... .. . As determined by City Engineer
Development Inspections (Due Prior to Plan Approval) -
Improvement costs up to $100,000 .......................... 3112%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
Y,
r. • •
per acre
Sureties and Deposits (Due prior to app, oval of Improvement
per acre
Agreement or Encroachment Permit Issuance, whichever is applicable)
per acre
Faithful performance surety
per acre
(released one year after the notice of completion) .............
100% of construction costs
Labor and material surety
per acre
(released upon the completion of the project) ................
100% of construction costs
Monumentation surety
(released upon the Engineer's certification of work) , ..........
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 .............................
$4,640 per unit
- Attached Units, including duplex, townhomes & apart ants...........
$4,390 per unit
- Mobile Homes $2,877 per unit
Fee for 50 units or more (Land dedication maybe ....................
# units x occupancy factor*
substituted for fee) ............................................
x 5 acrilo00 occ x $302,500 acr
'Occupancy Factor
- Single Family ............................................
3.2 occtunit
- Attached units, including duplex, townhouse & apartments ...........
2.9 occiunit
- Mobile Homes ............................................
1.8 owunit
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
orfracdonthereof
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
Revised 6101; clwpwln\wpdocslatherlfees
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