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01-1204_CGVL ENGINEERS_Personal Services AgreementPERSONAL SERVICES AGREEMENT THIS GREEMENT is made and entered into this day of mkg JA 200j, by and between the City of San Juan Capistrano (hereinafter referred to as the "City") and CgVL Engineers (hereinafter referred to as "Consultant"). RECITALS: WHEREAS, City desires to retain the services of Consultant regarding the City's proposal to provide Engineering/Building Plan Check, Engineering, and Architectural Services; and WHEREAS, Consultant is qualified by virtue of experience, training, education and expertise to accomplish such services. NOW, THEREFORE, City and Consultant mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by Consultant shall consist of those tasks as set forth in Exhibit'A," attached and incorporated herein by reference. Consultant warrants that all of its services shall be performed in a competent, professional and satisfactory manner and in accordance with the prevalent standards of its profession. Section 2. Term. This Agreement shall commence on the effective date of this Agreement by all parties. This Agreement shall be for a three-year (3 -year) period of time with two one- year extensions. Agreement extensions shall be based on staff review of Consultant performance. The Agreement shall terminate December 31, 2007. 1 0 0 Section 3. Compensation. 3.1 Consultant contract billings may be submitted on the consultant's forms and, at a minimum, should contain the following: Title or project(s) Purchase order number Total approved purchase order amount Amount paid to date Amount requested Amount remaining on purchase order Breakdown of amounts by project type or account number Total cost to City for Consultant's fees shall not exceed $50,000 per project proposal for each annual period. The amount stipulated above is not a guarantee by the City to Consultant that said amount will be received by Consultant. Rather, it represents the maximum authorization permitted without further Council approval. Consultant may not, dependent upon availability of projects, receive any work. The City shall issue purchase orders equal to the anticipated Consultant fees on a project basis, which shall constitute Consultant's authorization to proceed. Consultant fees will be billed based on the hourly rate schedule in Exhibit B, up to the stipulated amount agreed to either as stipulated by the plan check fee schedule in Exhibit A or as agreed to in writing. 3.2 Method of Payment. Consultant shall submit monthly invoices, clearly indicating the monthly period for which the billing is made. These invoices should be submitted to: City of San Juan Capistrano, Attention: Engineering Department (City Project Manager) 32400 Paseo Adelanto, San Juan Capistrano, CA 92675. For extra work not part of this Agreement, a written authorization from City is required prior to Consultant undertaking any extra work. 3.4 Records of Expenses. Consultant shall keep complete and accurate records of all costs and expenses incidental to services covered by this Agreement. These records will be made available at reasonable times to City. 2 0 0 Section 4. Independent Contractor. It is agreed that Consultant shall act and be an independent contractor and not an agent or employee of City, and shall obtain no rights to any benefits which accrue to City's employees. Section 5. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for City to enter into this Agreement. Consultant 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. 3 0 0 Section 9. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the contract period, Consultant shall have delivered to City at least one (1) copy of any final reports and architectural drawings containing Consultant's findings, conclusions, and recommendations with any support documentation. All reports submitted to the City shall be in reproducible format. All services to be rendered hereunder shall be subject to the direction and approval of the City. Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the City. All such reports, information, data, and exhibits shall be the property of the City and shall be delivered to the City upon demand without additional costs or expense to the City. The City acknowledges such documents are instruments of Consultant's professional services. Section 13. Indemnity. Consultant agrees to protect, defend and hold harmless City, its elected and appointed officials and employees from any and all claims, liabilities, expenses or damages of any nature, including attorneys' fees, for injury or death of any person or damage to property or interference with use of property and for errors and omissions committed by Consultant arising out of or in connection with the work, operation or activities of Consultant, its agents, employees and subcontractors in carrying out its obligations under this Agreement. El 0 0 Section 14. Insurance. Insurance required herein shall be provided by Admitted Insurers in good standing with the State of California and having a minimum Best's Guide Rating of A - Class VII or better. 14.1 Comprehensive General Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive General Liability coverage in the following minimum amounts: $500,000 property damage; $500,000 injury to one person/any one occurrence/not limited to contractual period; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period. 14.2 Comprehensive Automobile Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive Automobile Liability coverage, including owned, hired and non -owned vehicles in the following minimum amounts: $500,000 property damage; $500,000 injury to one person/any one occurrence/not limited to contractual period; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period 14.3 Worker's Compensation. If Consultant intends to employ employees to perform services under this Agreement, Consultant shall obtain and maintain, during the term of this Agreement, Worker's Compensation Employer's Liability Insurance in the statutory amount as required by state law. 5 lJ 0 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self -retention amount, and an additional insured endorsement to the Consultant's general liability and umbrella liability policies using ISO form CG 20 10 11 85 (in no event with an edition date later than 1990) to the City's General Counsel for certification that the insurance requirements of this Agreement have been satisfied. 14.5 Errors and Omissions Coverage Throughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement, Consultant shall submit an insurance certificate to the City's General Counsel for certification that the insurance requirements of this Agreement have been satisfied. 14.6 Notice of 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. 0 0 0 Section 16. Notice. All notices shall be personally delivered or mailed to the below listed addresses, or to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process: To City: City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attn: Director of Engineering and Building To Consultant: CgVL Engineers 6 Hughes, Suite 100 Irvine, CA 92618 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. 0 IN WITNESS WHEREOF, the parties hereto have executed this Agreement. ATTEST: M rgar t R. Monahan, City Clerk APPROVED AS TO FORM: John R. Sha City Attorney CITY OF SAN JUAN CAPISTRANO CONSULTAUT By: �a�,es Lf, �c,fhr lartsia's-n{ EXHIBIT A 32400 PASRO AD6LANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org • IOU RIIIBO uunlnn � 1961 1776 REQUEST FOR PROPOSAL for Professional Consulting Services to MEMBERS OF THE CITY COUNCIL DIANE L. BATFIGATE JOHN S. GELFF JOHN GREINER WATT HART DAVID M. SWERDUN CITY MANAGER GEORGE SCARBOROUGH PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING, GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES GENERAL INFORMATION It is the intent of the City of San Juan Capistrano, Department of Engineering & Building, to establish a team of consultants to facilitate both building and engineering plan check, engineering and architectural services. The services are generally described herein and are intended to supplement staffs efforts where specific expertise is required or time constraints necessitate consultant assistance. From the proposals, a team of consultants will be selected who best represent expertise across the various specialty areas. The team will become part of a four-year program in which the work load will be spread among the team members. Work will be parceled out on an as -needed basis, and no specific guarantee can be given as to the annual fees for consultant usage. The consultant team will only be modified in the event consultants are dropped from the list due to corporate changes or it is deemed by the City that additional consultants are warranted. INVITATION TO RESPOND The City of San Juan Capistrano is soliciting proposals for professional consulting services. In general, the tasks identified above and delineated herein are to be performed with minimum direction and assistance from the City. Inquiries concerning the RFP should be directed to William M. Huber, Engineering & Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675; (949)443-6336. San Juan Capistrano: Preserving the Past to Enhance the Future 0 0 Request for Proposal Page 2 SUBMISSION OF PROPOSAL Proposals may by submitted by mail or hand delivered. Proposals should be delivered to: William M. Huber, Engineering & Building Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 no later than 5:Q0 p.m., September 21, 2001. Proposals will not be accepted after this time. FORM OF PROPOSAL Consultant proposals shall contain the following: 1. Statement of qualifications clearly indicating the services in which the firm is interested; 2. Statement/discussion of services provided, including anticipated turnaround times and ability of firm to handle requests on an as -needed basis; 3. Resumes of key personnel for various service areas; 4. Consultant fee schedules, including hourly rates and proposed flat fees; 5. Completed consultant self rating form included with this request for proposal. EVALUATION OF PROPOSALS The City of San Juan Capistrano is interested in selecting consultants who have the experience and expertise to render plan checking, engineering and architectural services in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist primarily of four parts: 1. Consultants' experience 2. Consultants' expertise 3. Consultants' ability to handle volume and meet time frames 4. Consultants' costs i 0 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 of the proposal orthat any proposed service was deficient. All participating candidates will be notified of the decision reached. CONSULTANT'S RESPONSIBILITY The Consultant shall perform the tasks as set forth herein: A. Building Services Review construction documents in accordance with the following uniform model codes as amended by City ordinance: a. Uniform Building Code -1998 California Building Code b. Uniform Plumbing Code - 1998 California Plumbing Code c. Uniform Mechanical Code - 1998 California Mechanical Code d. National Electrical Code - 1996 Edition e. California Code of Regulations - Title 24 2. Provide a comprehensive plan review as directed or provide only specified plan review elements as follows: a. Structural review and analysis of design and calculations b. Inspection services c. Other building services as may be defined 3. Provide geotechnical review and consultation regarding soil problems, features or events. B. Engineering/Architectural Services Review construction documents and subdivision maps in conformance with the following standards: a. City of San Juan Capistrano Municipal Code b. City of San Juan Capistrano and County of Orange applicable design standards c. Highway Design Manual standards d. San Diego Regional Water Quality Control Permit U 0 Request for Proposal Page 4 2. Provide comprehensive plan review or design services as directed for the following elements: a. Geotechnical review/design b. Street improvements c. Storm drain/hydrology reports/design d. Traffic/striping improvements e. Traffic studies f. Sewer improvements g. Landscaping improvements h. Subdivision map checking L Structures (i.e., bridges) j. Inspection services k. Pavement analysis I. Architectural design m. Drafting n. Water quality design and review C. Document Transmittal Pick up and resubmit plans to the City via the Building & Safety Division or Engineering Division counter. D. Performance Requirements 1. Plan Check Services Render and remit a typed plan check correction/clarification list (two copies) to the Engineering & Building Department within 10 working days from notification by the City. 2. Engineering/Architectural Services Complete services in a thorough and efficient manner, on time and within the approved fee schedule. Request for Proposal Page 5 E. Fee Schedules 1. Engineering Fees a. Plan Check Engineering fees will be determined for plan check services based on the attached fee schedule. The consultant shall bill on an hourly basis, not to exceed 75% of the total fee, and fees may be negotiated lower if, in the determination of the City, a lower fee is warranted. b. Design/Architectural Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. 2. Building Fees a. Plan Check Total plan check at 80% of base plan check fee paid by applicant not including any surcharges (base plan check fee). Base plan check fee will be 65% of building permit fee, not including surcharges. Structural plan check is not to exceed 60% of base plan check fee, not including any surcharges. b. Other Services Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. F. Maintenance of Records The consultant will maintain all books, documents, papers, employee time sheets, accounting records/ledgers and other evidence pertaining to costs incurred and shall make such materials available at their respective offices at all reasonable times during the contract period and for three years from the date of final payment for inspection by the City. The consultant shall furnish copies, if requested. • Request for Proposal Page 6 CITY'S RESPONSIBILITY The City shall perform the tasks as set forth herein: A. Establishment of Valuation (Plan Check Services Only) Assign a valuation to the proposed work in accordance with the appropriate Engineering or Building Division standards. The City shall collect all fees from the applicant in connection with the services. B. Project submittals City will supply all necessary documentation/specifications, reports, studies, calculations, etc., to Consultant as is readily available at the City. C. Coordination City will serve as project coordinator. On plan checking, the City will be responsible for notifying the applicant when plans with corrections are available to pick up. The City will route plans (preliminary/revised) to and from the Consultant. SELECTION PROCESS The Selection Committee, comprised of the Engineering & Building Director, Development Services Manager and two Senior Engineers, will review the proposals submitted. Candidates will be selected based on the proposals submitted, including qualifications of staff, proposed fee schedules and ability to handle work load in a timely manner. Very truly yours, William M. Huber Engineering and Building Director W MH:jt Attachments 1. Engineering Fees 2. Consultant Self -Rating Form 3. Sample of Personal Services Agreement 0 0 CONSULTANT SELF -RATING FORM Consultants are asked to rate their expertise in the various fields listed below. The information will be used by Staff in selecting consultants on specific types of work. Consultants may rate themselves high on more than one category, but should not rate the same in more than three categories. Building plan check and Engineering plan check are considered separate services and should be rated independent of one another. On a scale of 1 to 10, rate yourself with "1" being your strongest area of expertise and "l 0" being a competent area of expertise. "N" or no rating will indicate no interest or company expertise in that field. BUILDING SERVICES ENGINEERING SERVICES Geotechnical Review Geotechnical Design, Review & Analysis Electrical Review and Analysis Street Improvements Mechanical Review and Analysis Storm Drain Improvements & Hydrology Studies Plumbing Review and Analysis Traffic Circulation Studies Energy Calculations Traffic/Striping Improvements Handicapped Provisions Sewer Facilities Improvements Inspection Services Landscaping Improvements Grading Plans Subdivision Map Checking Structures Inspection Services Pavement Analysis Survey Drafting Services Water Quality Design and Review FIRM NAME: RATER: DATE: ,2001 0 ENGINEERING FEES _Engineering Documents and Records - Microfilm/Digital Storage' ..................................... $1.00 per sheet - Document and Record Retrieval/Research/Review ................. $40.00 per hour (Minimum Charge - One Hour) - Digital Ortho Photo Imaging ................................... $500 per foot tile (Includes $400 per foot tile + 2 hour mim staff time @ $50 per hour) - GIS Information Requests ..................................... As determined by City Enginebr 'Each person, firm or corporation shall pay a microfiche 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 slog per lot or unit up to 25, plus $50 per lot or unit over 25 - Parcel maps ........................................... $1,000, plus $100 per lottunit - Records of survey ...................................... $500, plus $50 per lot -CC&R's ............................................$500 'Duplicate Mylar Deposit ............................................. $20 per sheet Improvement Plan Processing Public improv-ament plans (Due with Plan Submittal) - Submittal $1,000 - Checking 3% of construction costs - Hydrology/Hydraulic Studies (0-20 Acres) ................... $4.50 per o.1 acre ($450 min) - Hydrology/Hydraulic Studies (Over 20 Acres) ................ $1,200, plus $1 per 0.1 acre over 20 acres ($4,000 max) - Sewer Studies (0-20 Acres) ............................. . $4.50 per 0.1 acre ($450 min) - Sewer Studies (Over 20 Acres) ............................ $1,200, plus $1 per 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 ................................ ..... s4o Engineering Inspection Fee .. _ $50 per hour Elevation Certificates (FEMA) .............................. $40 Miscellaneous Fees .. ....... As determined by City Engineer Development Inspections (Due Prior to Plan Approval) Improvement costs up to $100,000 .......................... 3 1/2% of improvement costs, with a minimum of $100 Improvement costs $100,000 and over ....................... $3,500, plus 3% of improve- ment costs over $100.000 1 of Fee for 49 units or less - Single family detached dwelling units ............................. $4,a40 per unit - Attached Units, including duplex, townhomes & apartments........... $4,390 per unit - Mobile Homes $2,877 per unit Fee for 50 units or more (Land dedication may be. . . ............. . . . . # units x occupancy factor* substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr 'Occupancy Factor - Single FamilyI ............................................ 3.2 occtunit - Attached units, including duplex, townhouse & apartments ........... 2.9 occlunit - Mobile Homes ............................................ 1.8 occ/unit 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 . I...................................................area orfractionthereof Agricultural Preservation (Due Prior to Building Permit) - Residential ............................................ $500 per unit - Commercial/Non-Residential................................... $1000 per acre Drainage Area Fees ("see below) -L01 ........ I ...................................$1170 per acre Sureties and Deposits (Due prior to app, oval of Improvement per acre Agreement or Encroachment Permit Issuance, whichever is applicable) per acre Faithful performance surety per acre (released one year after the notice of completion) ............. 100% of construction costs Labor and material surety x.......$1470 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,a40 per unit - Attached Units, including duplex, townhomes & apartments........... $4,390 per unit - Mobile Homes $2,877 per unit Fee for 50 units or more (Land dedication may be. . . ............. . . . . # units x occupancy factor* substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr 'Occupancy Factor - Single FamilyI ............................................ 3.2 occtunit - Attached units, including duplex, townhouse & apartments ........... 2.9 occlunit - Mobile Homes ............................................ 1.8 occ/unit 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 . I...................................................area orfractionthereof Agricultural Preservation (Due Prior to Building Permit) - Residential ............................................ $500 per unit - Commercial/Non-Residential................................... $1000 per acre Drainage Area Fees ("see below) -L01 ........ I ...................................$1170 per acre -L02 ............................................$860 per acre -L03 .... I .......................................$320 per acre -L05 ..... I ......................................$170 per acre - M01 ............................................$780 per acre -L01S02.................................... x.......$1470 per acre Advanced Energy Fee (Street Lights) (Due Prior to Plan approval) Lamp Size Single Double 7,000 Lumens $90 per light $126.60 per light 20,000 Lumens $126.20 per light $187.50 per light 'Parks & Recreation and Drainage Fees are due prior to Subdivision Map Approval. For properties not requiring maps, these fees are due prior to Building Permit Issuance. "Sewer capacity fees are due prior to Building Permit Issuance for any increase in building size. NOTE: Additional fees may be required by the Building & Safety Division, the Department of Planning Services & the Capistrano Valley Water District. Parks & Recreation, Sewer and Agricultural Preservation Fees are due prior to Building Permit Issuance for all Secondary Dwelling Units Revised 6/01; clwpwinMpdocslothenfees 2 oft 0 CGVL ENGINEERS 0 EXHIBIT B Schedule of Hourly Billing Rates Effective January I to December 31, 2001 Eneineerin Hourly Billine Rate ❑ Principal $150 ❑ Managing Engineer $130 ❑ Supervising Engineer $120 ❑ Senior Engineer $98 ❑ Eclgineer $90 ❑ Associate Engineer $82 ❑ Assistant Engineer $68 Construction ❑ Construction Manager $110 ❑ Resident Engineer $85 ❑ Inspector 11 $66 ❑ Inspector $55 Technical ❑ CAD Manager $90 ❑ Lead CAD Designer $77 ❑ Senior CAD Designer $68 ❑ CAD Drafter $55 ❑ Engineering Technician II $55 ❑ Engineering Technician I $50 Administrative ❑ Administrative Assistant $54 ❑ Word Processor $44 ❑ Clerk $39 ra:wma�em x,aro�J��.00c CGVL ENGINEERS 0 Direct Expense Charges Effective January I to December 31, 2001 Direct expenses to projects are charges incurred by Cathcart Garcia von Langen Engineers for such items as computer time, automobile mileage, transportation, equipment rental, testing services, postage, communications, reproduction, travel and living expenses, and subconsultants. Charges for miscellaneous direct expenses are included as part of the hourly billing rates for each labor category, and include standard software and computer usage, normal communication and postage, and minimal in-house photocopying. Charges for other direct expenses are billed at the actual cost or charge out rate, plus a service charge of 10 percent for expenses, and 10 percent for subconsultants. Other direct expenses include: ❑ Subconsultants ❑ Transportation ❑ Travel and living expenses ❑ Computers with engineering analysis programs at $10 per hour ❑ Check prints at $1 each ❑ Black and white, and color plots from $8 to $42 each, based on sheet size, complete list available on request ❑ Mileage at $0.34 per mile ❑ Scanning text and photographs, $7 per scan ❑ Photocopies at $0.10 per copy ❑ Sampler equipment rental at $40 per day or $200 per week ❑ Other equipment rental ❑ Outside photocopy, blueprint, printing or plotting services ❑ Testing services ❑ Special postage, handling or messenger service M:XACM9 W Reocsbdc}.x_OI.Doc DATE (MM/DD/YY) ACORM CERTIFICAT F LIABILITY INSURANC 06/01/2006 05/25/2005 PRODUCERLockton Companies ` - THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION P ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 444 W. 47th Street, Suite 900 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR Kansas City Mo 64112-1906 C E I V E D ALTER THE COVERAGE AFFORDED BY THE POLICIES (816) 960-9000 fj INSURERS AFFORDING COVERAGE INSURED CATHCART GARCIA VON LANGEN, INPOS MAY 31 INSURER A. ZURICH AMERICAN IN CO. -Q.P. KS 1014392 ATTN: LOUIS J. PACHMAN INSURER B: AMERICAN GUARANTEE & LIAB (ZURICH) 8404 INDIAN HILLS DRIVE CITY CLERK IN REH C: SENTRY INSURANCE A MUTUAL COMPANY OMAHA NE 68114-4049 SAN JUAN CAPISTRANO INSURER D: CONTINENTAL CAS W.O. SCHINNERER) rPiVVPAGF4 w)pimnl SA 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 R TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE MM/DD/YY POLICY EXPIRATION DATE MM/DD/YY LIMITS GENERAL LIABILITY EACH OCCURRENCE 5 I000WO FIRE DAMAGE An one fire $ 1,000,000 A X COMMERCIAL GENERAL LIABILITY CLAIMS MADE [j] OCCUR GL03504583 06/01/2005 06/01/2006 MED EXP (Any onePerson) $ 10,000 PERSONAL 8 ADV INJURY $ I OOO 000 GENERAL AGGREGATE $ 2,000,000 6EN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS- COMP/OP AGG $ 2 000 000 POLICY NO SPECT FRI LOC B AUTOMOBILE X LIABILITY ANY Auro BAP3504584 06/01/2005 06/01/2006 COMBINED SINGLE LIMIT $ 2,000,000 Fa accident) BODILY INJURY $ XXXXXXX (Per person) B ALL OWNED AUTOS SCHEDULED AUTOS TAP3504596 06/0112005 06/0112006 X `f. HIRED AUTOS NON -OWNED AUTOS BODILY INJURY $ XXXXXXX (Per accitlenQ PROPERTY DAMAGE $ XXXXXXX (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ XXXXXXX OTHER THAN EA ACC $ XXXXXXX ANY AUTO NOT APPLICABLE AUTO ONLY: AGO $ XXXXXXX B EXCESS LIABILITY X] OCCUR CLAIMS MADE AUC3808400 06/01/2005 06/01/2006 EACH OCCURRENCE $ 1,000,000 AGGREGATE $ 1,000 000 $ XXXXXXX O UMBRELLA (EXCLUDES PROF. LIAR) XXXXXXX DEDUCTIBLE FORM $ XXXXXXX RETENTION $ C WORKERS COMPENSATION AND 90-14910-01 06/01/2005 06/01/2006 X WC STATU- OTM- C EMPLOYERS' LIABILITY 90-14910-02 06/01/2005 06/01/2006 E.L. EACH ACCIDENT $ 1,000,000 E . DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1000000 D OTHER PLA 113978408 06/01/2005 06/01/2006 PER CLAIM: $2,000,000. AGG:$2,000,000. ARCHS & ENGS PROFESSIONAL LIABILITY DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLESIEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS THE CERTIFICATE HOLDER IS NAMED AS AN ADDITIONAL INSURED AS RESPECTS GENERAL LIABILITY FOR CLAIMS ARISING FROM THE OPERATIONS OF THE NAMED INSURED. 2042582 CITY OF SAN JUAN CAPISTRANO OFFICE OF THE CITY CLERK ATTN: MEG MONAHAN 32400PASEO ADELANTO SAN JUAN CAPISTRANO CA 92675 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL 90094VOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, 4CORP 25-S(7/97) For Ru+sllon; m"Mmy mmixr Hm., co~ u,,, noo,wr Vb in uri,' u,. tioo N,o.o.m NF Ity rnir cllenr cvG HDRIN&I ®ACORDC RPORATION 1988 IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representaive or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. 0 0 Additional Insured -Scheduled - Owners, Lessees or Contractors - Broad Form ZURICH Policy No. Eff. Date of Pol. Exp. Date of Pol. Eff. Date of End. Producer GL03504583 6/1/05 6/1/06 6/1/05 37-385-000 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies the insurance provided under the: Commercial General Liability Coverage Part SCHEDULE Name of Person or Organization: "ANY PERSON OR ORGANIZATION REQUIRED BY WRITTEN CONTRACT TO BE AN ADDITIONAL INSURED ON A PRIMARY BASIS." (If no entry alppears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.) A. WHO IS AN INSURED (Section 11)is amended to include as an insured the person or organization shown in the SCHEDULE above whom you are required to add as an additional insured on this policy under a written contract or written agreement. B. The insurance provided to the additional insured applies only to 'bodily injury",'property damage" or "personal and advertising injury" covered under Section 1, Coverage A, BODILY INJURY AND PROPERTY DAMAGE LIABILITY and Coverage B, PERSONAL AND ADVERTISING INJURY LIABILITY, but only if: 1. The "bodily injury"or "property damage" results from your negligence; and 2. The 'bodily injury', 'property damage" or "personal and advertising injury " results directly from: a. Your ongoing operations; or b. "Your work" completed as included in the "products -completed operations hazard performed for the additional insured, which is the subject of the written contract or written agreement. C. However, regardless of the provisions of paragraphs A. and B. above: 1. We will not extend any insurance coverage to the additional insured person or organization: a. That is not provided to you in this policy; or b. That is any broader coverage than you are required to provide to the additional insured person or organization in the written contract or written agreement; and 2. We will not provide Limits of Insurance to the additional insured person or organization that exceed the lower of: U -GL -1177-A CW (9/03) Page I of 2 Includes copyrighted material of Insurance Services Office, Inc. with its permission. Certificate ID : 2042582 Mise Attachment: M5509 IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized represenlatrve or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. 0 0 a. The Limits of insurance provided to you in this policy; or b. The Limits of Insurance you are required to provide in the written contract or written agreement. D. The insurance provided to the additional insured does not apply to: 1. 'Bodily injury", "property damage " or "personal and advertising injury" that results solely from negligence of the additional insured; or 2. 'Bodily injury", "property damage " or "personal and advertising injury" arising out of the rendering or failure to render any professional architectural, engineering or surveying services including: a. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; and b. Supervisory, inspection, architectural or engineering activities. E. The additional insured must see to it that: 1. We are notified as soon as practicable of an "occurrence" or offense that may result in a claim: 2. We receive written notice of a claim or "suit' as soon as practicable; and 3. A request for defense and indemnity of the claim or "suit' wilt promptly be brought against any policy issued by another insurer under which the additional insured also has rights as an insured or additional insured. F. The insurance provided by this endorsement is primary insurance and we will not seek contribution from any other insurance available to the person or organization shown in the Schedule unless the other insurance is provided by a contractor other than you for the same operations and job location. Then we will share with that other insurance by the method described in paragraph 4.c. of SECTION IV -COMMERCIAL GENERAL LIABILITY CONDITIONS. Any provisions in this Coverage Part not changed by the terms and conditions of this endorsement continue to apply as written. U -GL -1177-A CW (9103) Page 2 of 2 IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representatrve or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. 1 �lCDRIX CERTIFICPW OF LIABILITY INSUN►NCE 1o/29/03 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 199 S. Los Robles Avenue #540 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Pasadena, Ca 91101 626-844-3070 INSURERS AFFORDING COVERAGE INSURED INSURER A: Greenwich Insurance Company Cathcart Garcia von Langan, Inc. INSURER e 26250 Enterprise Court, Suite 150 -- INSURER -- Lake Forest, CA 92630 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. -NSR I POLICY EF�FECTIVE POLICY EXPIRATION - rypE OF INSURANCE POLICY NUMBER LTfl DATE MM/DD/YY DATE MM/DD/YY uMITS GENERAL LIABILITY EACH OCCURRENCE $ COMMERCIAL GENERAL LIABILITY FIREDAMAGE (Anyonefire) $ - CLAIMS MADE OCCUR - l MED EXP (Any one person) - $ PERSONAL B ADV INJURY $ GENERAL AGGREGATE $ _-- -PRODUCTS-COMP/OP 'GEN'L AGGREGATE LIM IT APPLIESPER: AGG $ PET POLICY i LOC AUTOMOBILE LIA91LITY COMBINED SINGLE LIMIT ANY AUTO (Ea accident) $ - - --- ALL OWNED AUTOSB ' BODILY INJURY SCHEDULED AUTOS (Per person) $ -� - -- HIRED AUTOS NJURY NONOWNED AUTOS F(BkPCndent) , $ PROPERTY DAMAGE (Peraccidenp $ GA RAGE LIABILITY AUTOONLV - EA ACCIDENT $ I- ANY AUTO OTHER THAN EA ACC $ AUTOONLY: AGG $ EXCESS LIABILITY EACH OCCURRENCE $ OCCUR -] CLAIMS MADE AGGREGATE $ -, DEDUCTIBLE - 1 i$ I RETENTION $ WORKERS COMPENSATION AND CSTATU- OTR TWOR Y LIMIT$__ ER EMPLOYERS'LIABILITY _-_ E.L. EACH ACCIDENT $ EL.DISEASE-EAEMPLOYEEI$ E.L. DISEASE -POLICY LIMIT 1 $ A OTHER Professional PECO015263 10/30/03 .10/30/04 $1,000,000 per claim !ability $1,000,000 annl aggr. DESCRIPTION OF OPERATON&LOCATIONSfVEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS -FOR PROFESSIONAL LIABILITY ONLY - NOTIFICATION OF CHANGE IN COMPANY The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 ACORD 25-S (7/97)1 of 1 #M94530 LD ANYOFTH E ABOVE DESCRIBED POLICIES SE CANCELLED BEFORE THE EMEIN ION THEREOF, THE ISSUING INSURER WILL%XROe{70JiUW MAIL 30-- DAYSWRITTEN ETOTHE CERTIFICATE HOLDER NAM ED TOTHE LEFT, BXX%WXNR7I"A"AKNi REPRESENTATIVE '�' � • -t-GS'1.prAA� MAF © ACORD CORPORATION 4e implement sound environmental engiriCsering solutions to meet our client's goals CGvL RECEIVED ENGINEERS 2003 OCT 30 P 2: 51 October 28, 2003 SAM JUl tJ C>`.PfS-1' ,f�;3 Ms. Meg Monahan City of San Juan Capistrano Office of the City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 900-10 Subject: Professional Liability Insurance Dear Ms. Monahan: CGvL Engineers' current insurance carrier for professional liability is Security Insurance Company of Hartford. A.M. Best recently downgraded this insurance carrier and its parent company, Royal & SunAlliance USA, from an A- to a B+. Some of our contracts require that insurance coverage be with carriers that have a minimum A.M. Best Rating of A-. As a result, we are in the process of finding a new professional liability insurance carrier. We expect to have this completed on or before November 1. Upon completion, new certificates of insurance detailing the new coverage will be mailed out to you. Please contact me if you have any questions. Very truly yours, CGvL ENGINEERS Mazla J. Sm Administrative/Accounting Manager MIS: M. ADMINUNSURANOea(YCIanI Latter Doa V� L41) 26250 Enterprise Court • Suite 150 Lake Forest • California • 92630 (949)454-3600 • FAX (949)454-3601 Website • www.cgvl. cam Client#: 5229 CATHCGARC 'ACORQM CERTIFICAVE OF LIABILITY MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH INSUFONCE "' POLICY NUMBER POLICY EFFECTIVE DATE MM/DD/YY POLICY EXPIRATION LIMITS DATE MM/DD/YY A 06/18/200 PRODUCER 05/23/03 05/23/04 EACH OCCURRENCE $2 000,000 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates 199 S Los Robles Ave Ste 540 ONLY HOLDER. ALTER AND CONFERS NO RIGHTS UPON THE CERTIFICATE THIS CERTIFICATE DOES NOT AMEND, EXTEND OR THE COVERAGE AFFORDED BY THE POLICIES BELOW. Pasadena, CA 91101 MED EXP (Any one pe5on) $10,000 626 844-3070 PERSONAL &ADV INJURY ($2,000,000 INSURERS AFFORDING COVERAGE INSURED CGVL Engineers 26250 Enterprise Court, Suite 150 Lake Forest, CA 92630 INSURER A: United States Fidelity & Guaranty INSURERB: —------- INSURER C: Security Ins. Co. of Hartford _--_-- - - - - - INSURER D: 'SURER 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. INSR rypE OF INSURANCE LTR POLICY NUMBER POLICY EFFECTIVE DATE MM/DD/YY POLICY EXPIRATION LIMITS DATE MM/DD/YY A GENERAL LIABILITY BKO1372914 05/23/03 05/23/04 EACH OCCURRENCE $2 000,000 X COMM ERCIAL GENERAL LIAB ILITY FIRE DAMAGE (Anyone f1m) $1000000 CLAIMS MADE Ik OCCUR MED EXP (Any one pe5on) $10,000 PERSONAL &ADV INJURY ($2,000,000 GENERAL AGGREGATE ,s4,000,000 GEN'LAGGREGATE LIMITAPPLI_E_S PERI PRODUCTS-COMP/OP AGG'$4000000 �- POLICY PRO.JECT LOC A AUTOMOBILELIABILITY BA01372919 05/23/03 05/23/04 X� ANY AUTO COMBINED SINGLE LIMIT $1,000,000 (Ea accidem) ;ALL OWNED AUTOS BODILY INJURY $ SCHEDULED AUTOS (Per person) X HIREDAUTOS BODININJURY G X NON -OWNED AUTOS (Per ACcltlenl) CC �� L 2 iY6t) (Per ciEeAi) (Per GARAGE LIABILITY AUTO0r&L - EA IDENT OTHERTHAN AC -- _ -_ ANY AUTO �EA AUTQONLY: v AGG- EXCESS LIABILITY EACH OCCURREI'Rf OCCUR 7:1 CLAIMS MADE AGGREGATE $ ----- _--- $ _ DEDUCTIBLE RETENTION $ $ WORKERS COMPENSATION AND WCSTATU- OTH- T flY LIMIT ER EMPLOYERS' LIABILITY E.L. EACH ACCIDENT $ E.L. DISEASE -EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT _ B OTHER Professional AEE0232090 06/09/03 06/09/04 $1,000,000 per claim Liability $1,000,000 annl aggr. DESCRIPTION OF OPERATIONSILOCATIONWEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SHOULD ANYOFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILLjXFj ffljbIDMAIL30 DAYSWRITTEN NOTICETOTHE CERTIFICATE HOLDER NAM ED TOTHE LEFT, ACORD 25-S (7/97)1 of 1 #M87768 MAF S ACORD CORPORATION 1988 0 0 Policy Number: Bx01372914 Owners Lessees or Contractors (Form B) ADDITibNAL INSURED Change(s) Effective: 06/18/2003 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of "your work" for that insured by or for you. The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. CL/BF 22 40 03 95 • 32400 PASEO APELANTO SAN .JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949)493-1053 (FAX) [v ivir sanj uancapistrpnO.Org June 13, 2003 CGVL Engineers 26250 Enterprise Court, Suite 150 Lake Forest, CA 92630 �, ate., � • Mnnrnrtn DnR6nH I 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L SATHGATE JOHN S. GELFF WYATT HART JOESOTO DAVID M. SWERDLIN CITY MANAGER GEORGESCARBOROUGH RE: Compliance with Insurance Requirements - San Juan Creek Mitigation Plan/Plan Check Services The following insurance document has expired: I Professional Liability Certificate 6/9/2003 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by June 23, 2003. If you have any questions, please contact me at (949) 443-6310. Sincerely, %aW 6j/�/,y y a Dawn Schanderl Deputy City Clerk cc: William Huber, Director of Engineering & Building Administrative Assistant, Engineering D11UG USE IS San Juan Capistrano: Preserving the Past to Enhance the Future ACOP .' CERTIFICAIM OF LIABILITY INSUF�NCE 1 05128/0 °""' Dealey, Renton & Associates 199 S Los Robles Ave Ste 540 Pasadena, CA 91101 626 644-3070 INSURED CGVL Engineers 26250 Enterprise Court, Suite 150 Lake Forest, CA 92630 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: United States Fidelity & Guaranty INSURER B:_ Security Ins. Co. of Hartford _ INSURER C. INSURER D: bk INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR - rypE OF INSURANCE PODCY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS DATE MM/DD/YY DATE MM/DD/YY A GENERAL LIABIDTY BKO1372914 05/23/03 '05/23/04 ISI EACH OCCURRENCE $_21000,000 _ X ,COM M ERCIAL GENERAL LIABILITY FIRE DAMAGE (My one fee)1000,000 CLAIMS MADE C OCCUR MED EXP (Any one person)_ $1 O 000 _ _ PERSONAL & ADV INJURY $2 000,C000 ! GENERAL AGGREGATE $4,000,000 GEN'L AGGREGATE LIM ITAPPLIESPER: PRODUCTS COMP/OP AGG $4000000 PRO- I POLICY T LOC A LIABILITY !BA01372919 '05/23/03 05/23/04 AUTOMOBILE X I ANY AUTO COMBINED SINGLE LIMIT (Ea accitlent) $1,000,000 I� ALL OWNED AUTOS ' BODILY INJURY SCHEDULED AUTOS (Per Person) $ X HIRED AUTOS BODILY INJURY X NON -OWNED AUTOS i (Per accident) $ $ PROPERTY DAMAGE (Per accident) GARAGE LIABILITY AUTOONLV - EA ACCIDENT $ ANY AUTO 7 OTHER THAN EA ACC $ $ AUTO ONLY: AGG EXCESS LIABILITY EACH OCCURRENCE $ OCCUR CLAIMS MADE AGGREGATE $ _ $ _ DEDUCTIBLE $ RETENTION $ WORKERS COMPENSATION AND WC STATU- 'OTH. _ TORY LIMIT 1—.� ER EMPLOYERS' LIABILITY E.L. EA ACCIDENTw, $ E.L. DISASE - EA Eff&OYE E.L. DI - POILM LIMIT 71 B OTHER Professional AEE0227209 06/09/02 06/09/03 $1'v;U00 Pec claire Liability $2,QN-6600 MI agWn Ren inCD rocess- DESCRIPTION OF OPERATIONS/LOCAnONSIVEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS —N h' ' The certificate holder is named as an additional insured as respects M general liability for claims arising from the operations of the named O insured. z o C:) 'j City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 ACORD 25S (7/97)1 of 1 *M8776R LD ANYOFTH E ABOVE D ESCRIBED POLICIES BE CANCELLED BEFORE TH E EXPIRATION THEREOF, THE ISSUING INSURER WILL XXRW*%N73jP MAIL30 DAYSWRITTEN E TOTHE CERTIFICATE HOLDER NAM ED TOTHE LEFT, BN7ffe67tmX"AJ0 $YArDPRXX MAF Policy Number: BKo1372914 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 05/28/03 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization:. City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of "your work" for that insured by or for you. The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. CL/BF 22 40 03 95 AC CERTIFICAWE OF LIABILITY INSUWNC�GVLEIOPD D DATE(MMIDDIYV) 1 09/05/02 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Byerly Insurance Services ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE of California Lic. #DB82045 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 5750 Sunrise Blvd., #250 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Citrus Heights CA 95610-7634 Phone,:888-851-3909 Fax:916-966-2035 CGVL Engineers 26250 Enterprise Ct Ste 150 Lake Forest CA 92630 COVERAGES INSURERS AFFORDING COVERAGE INSURER Everest National Insurance Com 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. NSR LTR TYPE OF POLICY NUMBER POLICY EFFECTIVE DATE MM/DONY POLICY EXPIRATION DATE MM/DDIYY LIMITS GENERAL LIABILITY EACH OCCURRENCE - $ - COMMERCIAL GENERAL LIP.BLITY FIRE DAMAGE (A.^.y one II fi $ - CLAIMS MADE E1OCCUR MED EXP (Any one Person) 1 S PERSONAL B ADV INJURY S - GENERAL AGGREGATE 8 OENL AGGREGATE I IMT APPLIES PER -. PRODJCTs-COiNP/OP AGO $ POLICY ^� PRO LOC ECT AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ ANY AUTO (Ea aoatlent) ALL OWNED AUTOS - SCHEDULED AUTOS BODILY INJURY (Per Person) $ HIRED AUTOS BODILY INJURY $ NON -OWNED AUTOS (Per amEent) PROPERTY DAMAGE $ (Per ecciEeno GARAGE LIABILITY AUTO ONLY FA ACCIDENT $ ACC OTHER THAN $ ANY AUTOEA $ AUTO ONLY qGG EXCESS LIABILITY EACH OCCURRENCE $ OCCUR I CLAIMS MADE AGGREGATE $ $ DEDUCTIBLE S RETENTION S 8 WORKERS COMPENSATION AND li X I TORY LIMBS I ER A EMPLOYERS' LIABILITY 3900022329-021 1 09/01/02 09/01/03 E EACH ACCIDENT $ 1,000,000 EL DISEASE - EA EMPLOYE S 1,000,000 E DISEASE - POLICY LIMIT $ 1,000,000 OTHER DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLESIEXCLUSIONS ADDED BY ENDORSEMENTRSPECIAL PROVISIONS CERTIFICATE HOLDER IN I ADDITIONAL INSURED; INSURER LETTER: CANCELLATION CITY 03 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATIO! City of San Juan Capistrano DATE THEREOF, THE ISSUING INSURER HALL ENDEAVOR TO MAIL 30 DAYS WRITTEN Attn: Dawn SChanderl NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DOW SHALL City Clerk IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPONT E9PoSURER, ITS AGENTS OR 32400 Paseo Adelanto San Juan Capistrano CA 92675 REPRESENTATIVES. ACORD 25S 171971 0ACORD CORPORATION 1988 r 32400 PASEO ADEI-ANTO SAN .JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) svevev. sanjuancapistrano. org August 26, 2002 �LA nmNMw ss''1uvn � 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE U BATHGATE COU -ENE CAMPBELL JOHN S. GELFF WYATT HART DAVID M. SWERDUN CITY MANAGER GEORGESCARBOROUGH C CGVL Engineers 26250 Enterprise Court, Suite 150 ` Lake Forest, California 92630 RE: Compliance with Insurance Requirements - Plan Check Services The following insurance document is due to expire: V Workers Compensation Certificate 9/1/2002 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, Dawn M. Schanderl Deputy City Clerk cc: William Huber, Director of Engineering & Building Michelle Noreillie, Administrative Assistant San Juan Capistrano: Preserving the Past to Enhance the Future Client#: 5229 CGVLENGIN • AC IM CERTIFICAM OF LIABILITY MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH INSUONCE 06/07/02°""' PRODUCER A THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates 05/23/03 EACH OCCURRENCE ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE X I COMMERCIAL GENERAL LIABILITY HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 600 S. Lake Ave., #308 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Pasadena, CA 91106 $10,000 626 844-3070 PERSONAL& ADV INJURY $2,U000,000 INSURERS AFFORDING COVERAGE INSURED INSURER A: United States Fidelity & Guaranty CGVL Engineers rGEN'L AGGREGATE LIM ITAPPLIES PER: INSURER B: United States Fidelity & Guaranty 26250 Enterprise Court, Suite 150 INSURER c: Design Professionals Insurance Co. Lake Forest, CA 92630 _ _-- _--- -- - - --- - —_-- - - - - -_--- BA01131993 05/23/02 ,05/23/03 COMBINED SINGLE LIMIT INSURER D: INSURER E: J7 C / , V 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 - POLICY EFFECTIVE POLICY EXPIRATION TYPE OF INSURANCE POLICY NUMBER LIMITS LTR '. DATE MM/DD/YY DATE MM/DD/YY 1 A ' GENERAL LIABILITY BKO1124855 05/23/02 05/23/03 EACH OCCURRENCE $2,000 000 X I COMMERCIAL GENERAL LIABILITY FIREFIREDAM fire) _ $11,000,000 1 1 CLAIMS MADE 1xx1 OCCUR MED EXP (Any one person) $10,000 PERSONAL& ADV INJURY $2,U000,000 GENERAL AGGREGATE $4 000,000 rGEN'L AGGREGATE LIM ITAPPLIES PER: :PRODUCTS-COMP/OPAGG $4,000000_ POLICY PRO- LOC JECT _ B A_U_TOMOBILEUABIUTY BA01131993 05/23/02 ,05/23/03 COMBINED SINGLE LIMIT (Ea accident) $1,000,000 X ANY AUTO', ALL OWNED AUTOS BODILY INJURY $ SCHEDULEDAUTOS (Per person) X HIRED AUTOS BODILY INJURY X NON -OWNED AUTOS (Per accident) $ $ PROPERTY DAMAGE (Per accident) _GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ - ANY AUTO OTHER THAN EA ACC i$ - $ AUTO ONLY: AGO EXCESS LIABILITY EACH OCCURRENCE $ _ _ ] OCCUR CLAIMS MADE', AGGREGATE $ $ JDEDUCTIBLE _ $ r RETENTION $ I$ WORKERS COMPENSATION AND 1 'WC STATU- OTH- T RY LIMIT ER EMPLOYERS' LIABILITY r_ _ 1i1 E.L. EACH ACCIDENT $ !, E.L. DISEASE - EA EMPLO E.L. DISEAZE -POLICY U $ C OTHER Professional AEE0227209 06/09/02 06/09/03 $1,000 000099 claws Liability $1,000,UO0annlaggr. m rn DESCRIPTION OF OPERATIONSILOCAnONSIVEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS CD < The certificate holder is named as an additional insured as respects general liability for claims arising frolp LO v the operations of the named insured. 0 N City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ZXROefflij QMAIL 30 DAYSWRITTEN NOTICETOTHE CERTIFICATE HOLDER NAM ED TOTHE LEFT, BXX AIXWXAR1nFR1eLMICX ACORD 25-S (7/97)1 of 1 #M74887 MAF © ACORD CORPORATION 1988 Policy Number: BKO1124855 Owners Lessees or Contractors (Form B) -ADDITIbNAL INSURED Change(s) Effective: 06/07/02 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of "your work" for that insured by or for you. The certificate holder general liability for insured. CL/BF 22 40 03 95 is named as an additional insured as respects claims arising from the operations of the named 0 32400 PASEO ADELANTO SAN .JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.saiijuancapistrano.org June 13, 2002 CGVL Engineers 26250 Enterprise Court, Suite 150 Fullerton, California 92832 I /� IAf1Al11Af11 131AIOfYl1 I96I 1776 MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE COLLENE CAMPBELL JOHN S. GELFF VJYATf HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH RE: Compliance with Insurance Requirements - Plan Check Services/San Juan Creek Mitigation Plan The following insurance document has expired: I Professional Liability Certificate 6/9/2002 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, Dawn M. Schan erl Deputy City Clerk cc: William Huber, Director of Engineering & Building Michelle Noreillie, Administrative Assistant DRUG USE IS San Juan Capistrano: Preserving rl.e Past to Enhance the Future Client#: 5229 CGVLENGIN 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 ACORD.CERTIFIC E OF LIABILITY POLICY EFFECTIVE DATE EFFECTIVE INS NCE 052910 °""' A GENERAL UABILITY BK01124855 05123/02 05123/03 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 600 S. Lake Ave., #308 CLAIMS MADE � OCCUR HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR r, ` / MED EXP (Any we person) $10,000 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Pasadena, CA 91106 V 626 844-3070 GENERAL AGGREGATE $4,000,000 INSURER A: INSURERS AFFORDING COVERAGE United States Fidelity & Guaranty INSURED CGVL Engineers GEN'L AGGREGATE LIMIT APPLIES PER: INSURER B: United States Fidelity & Guaranty 26250 Enterprise Court, Suite 150 INSURER c: Design Professionals Insurance Co. Lake Forest, CA 92630 B (INSURER D' LIABILITY ANY AUTO BA01131993 05/23/02 INSURER E' COMBINED SINGLE LIMIT $1,000,QQQ (Ea accident) 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 TYPE TYPE OFINSURANCE POUCY NUMBER POLICY EFFECTIVE DATE EFFECTIVE POLICY EXPIRATION DATE MM/DD/YY OMITS A GENERAL UABILITY BK01124855 05123/02 05123/03 EACH OCCURRENCE $2,000,000 X COMMERCIAL GENERAL LIABILITY FIRE DAMAGE (AnyoneIre) $1000000 CLAIMS MADE � OCCUR r, ` / MED EXP (Any we person) $10,000 PERSONAL &ADV INJURY $2 0O0 000 V GENERAL AGGREGATE $4,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG s4000000 PRO- LOC POLICYLI JE B AUTOMOBILE LIABILITY ANY AUTO BA01131993 05/23/02 05/23/03 COMBINED SINGLE LIMIT $1,000,QQQ (Ea accident) X ALL OWNED AUTOS js SCHEDULED AUTOS �+>/ T { V BODILY INJURY (Per Person) X BODILY INJURY $ (Per accident) HIRED AUTOS NON -OWNED AUTOS dX PROPERTY DAMAGE $ (Per accitlent) GAR AGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC S ANY AUTO AUTO ONLY: AGG $ EXCESS LIABILITY EACH OCCURRENCE $ AGGREGATE $ OCCUR El CLAIMS MADE $ DEDUCTIBLE $ RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' UABIUTY WC STAN- OTM- BY T _. E.L. EACH ACCIDENT $ E.L. DISEASE -EA EMPLOYEEI $ E.L. DISEASE -POLICY LIMIT $ C OTHER Professional PL508233 06/09/01 06/09/02 $1,000,000 per claim Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONSILOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 ACORD 25-S (7/97)1 Of 1 #M74887 ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL7EXR&*A%N0p MAIL 3Q_ DAYSWRITTEN TOTHE CERTIFICATE HOLDERNAMED TOTHE LEFT, REPRESENTATIVE NLS © ACORD CORPORATION 198E Policy Number: BKO1124855 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 05/29/02 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of "your work" for that insured by or for you. The certificate holder general liability for insured. CL/BF 22 40 03 95 is named as an additional insured as respects claims arising from the operations of the named r iant- 8-_5979 Cf3�/T,F.NC3 TN AQl, CERTIFIC� OF LIABILITY ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR INSU NCE osj ajoi PRODUCER Dealey, Renton & AssociategC 600 S. Lake Avenue, Suite 08EIVED Pasadena, California-9daOFn PM '01 626-844-3070 MAY 27 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE ND OR ALTER THEHIS CO ERAGECATE DOES NOT AFFMORDED Y THE BELOW. TYPE OF INSURANCE INSURERS AFFORDING COVERAGE INSURED CITY CL.F.H� CGVL Engineers DEPARTMENT 6 Hughes, Suite 100 CITY OF SAN Irvine, CA 92618 JUAN CAPISTRANI? INSURER A: St. Paul Fire & Marine INSURERS: Design Professionals Insurance Co. INSURER C: 05/23/01 INSURER D: EACH OCCURRENCE INSURER E: FIRE DAMAGE (Any aw 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. NSR LTR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE MMIDMY POLICY EXPIRATION DATE (MNVDDYY1 LIMITS A GENERAL LIABILITY 13KO0862845 05/23/01 05/23/02 EACH OCCURRENCE $1,000,000 FIRE DAMAGE (Any aw fire) $1 000 000 CdA M ERCIAL GENERAL LIAB ILITY CLAIMS MADE OCCUR MED EXP (My We wreon) $10,000 PERSONAL & ADV INJURY $110001000 GENERAL AGGREGATE $2,000, 000 I GEN'L AGGREGATE LIM R APPLIES PER: POLICY 7 PR6 LOD PRODUCTS-COMP/OPACA $2,000, 000 A AUTOMOBILE LIABILITY ANY AUTO BA00863014 05/23/01 05/23/02 COMBINED SINGLE LIMIT (Eae Idwt) $1,000,000 BODILY INJURY (Per Persw) $ ALL OWNED AUTOS SCHEDULED AUTOS X X BODILY INJURY (Per eccitlent) $ HIRED AUTOS NON -OWNED AUTOS X - PROPERTY DAMAGE (Peraccitlent) $ GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ —_I ANY AUTO $ OTHER THAN EA ACC AUTO ONLY: AGO $ EXCESS LIABILITYEACH OCCURRENCE $_ OCCUR F-1 1 CLAIMS MADE $ AGGREGATE $ $ ___ DEDUCTIBLE RETENTION $ EMPLOY RS' UABNSATION AND EMPLOYERS' LIABILITY WC STATU- OTH- _ _ TORY LIMIT E.L. EACH ACCIDENT --- -- $ E.L. DISEASE - EA EMPLOYEE _ $ E.L. DISEASE - POLICY LIMIT $ B OTHER Professional PL508233 06/09/01 06/09/02 1,000,000 Per Claim Liability 11,000,000 Ann. Aggreg. DESCRIPTION OF OPERATIONS20CATIONS/VEHICLE&EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS City of San Juan Capistrano office of the City Clerk Attn: Cheryl Johnson 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SHOULD ANYOFTHE ABOVE DESCRIBED POLICIESBE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TOTHE CERTIFICATE HOLDER NAM ED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER,ITS AGENTS OR REPRESENTATIVE� Ct r r gt:�)HIJ/btil!"I/t- --•- 1-1 ,- ^AnRD C0RPO"t FInNIgPll .-1 r -I Ac MORD. CERTIFIC OF LIABILITY INSUMMIC jg4D C� DATE (MMI09/244/0/0 1 1 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION PRODUCER Byerly Insurance Services ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE of California Lic.#OB82045 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 5750 Sunrise Blvd., $250 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW, INSURERS AFFORDING COVERAGE Citrus Heights CA 95610-7634 Phone:916-966-2019 Fax:916-966-2035 INSURED INSURER A. Eve Nation 1 In urance Com INSURER B: _ Schanderl INSURER C: 0"11A Ult)(0 CGVL Engineers 6 Hughes Suite 100 Irvine U 92618 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 TWB 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 NUMBER EpF EMM DD VV E �1 Y I I LIMITS Juan Capistrano GENERAL LIABILITY Attn: Dawn Schanderl EACH OCCURRENCE $ FIRE DAMAGE (Any one fire) $ COMMERCIAL GENERAL LIABILITY Paseo Adelanto IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR San Juan Capistrano CA 92675 CLAIMS MADE D OCCUR S MED EXP (Any one,,n ' PERSONAL S ADV INJURY $ Chuck E Vandalia 11r1'� �� '.� i', GENERAL AGGREGATE $ GEML AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGO $ POLICY jEa LOC —�— AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Cn Ira ANY AUTO (Ea axiEent) ` �C BODILY INJURt'�mn (Por Pelson) p m ALL OWNED AUTOS SCHEDULED AUTOS MJURYI" (Per accidenh Cn " •= 1 m -- HIRED AUTOSBODILY NON -OWNED AUTOS }. PROPERTYDAMAGE £_� v LLi�p (Par amiaent) q Z 3 GARAGE LIABILITY AUTO ONLY - EA ACCIDENT 1C= OTHER THAN EA ACC ANY AUTO g AUTO ONLY: ADD $ EXCESS LIABILITY EACH OCCURRENCE $ _j OCCUR CLAIMS MADE $ AGGREGATE S DEDUCIBLE $ RETENTION 8 $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY 3900022329-011 09/01/01 09/01/02 bIAIU- I" - X TORYLIMITS L ER_ _ _ $I, 000,000 E. L. EACH ACCIDENT E L. DISEEASE- EA EMPLOYEq_ 1,000,000 F DISEASE - POLICYLIMR $1,000,000 OTHER DESCRIPTION OF OPERATIONSILOCATIONSIVEHICLESIEXCLUSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS R 'Ta ra 1I LY VNIYVCLLMIIVIY CITY 03 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION City of San Juan Capistrano DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 OAYSWRITTEN Attn: Dawn Schanderl NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL City Clerk 32400 Paseo Adelanto IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR San Juan Capistrano CA 92675 REPRESENTATIVES. !. I Chuck E Vandalia 11r1'� �� '.� i', R 'Ta ra 1I I • TO: Johne R. DEPT: City A`k SUBJECT: Docum FROM: DEPT:_ DATE: / PHONE EXT. 033 ATTACHED ARE THE FOLLOWING (please describe document, i.e., agreement, contract, consultant agreement): �nrinrsermeh+ t6rr (_(sVL L1-13911neers f 5evvices kareeme&44 -ls 44s aaepig4.e, ? T�eir Ca i AO_% (>✓o ✓, (1 For your aroval and signature (2) For your review and comments • (3) For your information (4) As requested (5) PLEAS�: (A) Keep for your files (B) When Completed Return To: Ext. n2t, Time Needed /CITY ATTORNEY'S COMMENTS: 0 0MMSSEr1U1WnW 1/ZJ/V6 4:66 149 I-DIU-4D6-61y3 1�4�4�;S1VD3 VU1 • \J Dealey, Renton & Associates Insurance Brokers • Prisarlena Office fax January 09, 2002 To: Meg Monahan of City of San Juan From: Mary A. Ferrara Time: 4:22:17 PM Fax 19494931053 Pages: 3 is 600 South Lake Avenue Suite 308 Pasadena CA 91106 Phone: 626 844.3070 Fax: 626 844.3074 Offices in: Oakland Pasadena Santa Ana Note: Please be advised that the insurance company will not issue, or allow us to issue the CG2010 form you require. They have however, made the wording to match the wording that is on the form so that basically it is the same as far as coverage is concerned. This has been approved by other city and county offices. Please give me a call direct if you have questions. e G -v 1_ ewa in e e is http://www.dealeyrenton.com License #0020739 1/�/VL YLL Yl7 t-OlU-45Z-'L 1�J3 • Policy Number: BKO0862845 • Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 01/08/2002 19494931053 0 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED is amended to include as an insured the �pperson or organization shown in the Schedule, but only with respect to liability yarising out of "your work" for that insured by or for you. The certificate holder general liability for insured. • CL/BF 22 40 03 95 0&3 - is b 3 is named as an additional insured as respects claims arising from the operations of the named '1/2/02 4:22 PM 11 •0. 1-510-452-2193 1' 9 19494931053 002 ACnR_. nCERTIFICA OF LIABILITY INSU NCE 01/0X8/zoo PRODUCER . THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS I PON THE I ERTIFI( XTE S. Lake Avenue Suite 308 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ( ALTER THE COVERAGE AFFORDED BY THE POLI IFS BEI 0"'. adena, Ca 91106 GENERALLIABILITY 606-844-3070 INSi RERS AFFORDING COVERAGE INSURED INNLR,S: St. Paul Fire & Marine CGVL Engineers INMIRD F, Design Professionals Insurance Co. 6 Hughes, Suite 100 Irvine, CA 92618 NSURRR , USURER _- INSURER =. COVERAGES THE POLICIES OF INSURANCE, IISTED BELOW HAVE. BEEN ISSUED TO THE INSURED NAMED ABO\T FOR THE POLICY PERIOD INDICATED_ NO'Ilk I'II KI AN DIN ANY REQUIREMENT, TERM OR CONDITION OF AM CONTRACT OR OTHER DO(UMEN'IWI'I"H RPSPFCT TO WHICH '[HIS CERTIFICATE M %l Iii NSI PD () MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SLBEFIT'1'0 At I TI(F' TERMS, EXCI LSIONS AND ('ON 1111'IONS 01 It (I POLICIES. AGGREGATE LIMITS SHOWN MAY HAYT. BEEN REDUCED BY PAID CI AIMS. NSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE MM DD YY POLI(' Y EXPIRATION DATE )' LIMI'PN A GENERALLIABILITY [� BKO0862845 05/23/01 05/23/02 EA [I .'IIRR.-.N:E :2,000,000 °:RP. LASLAGE ,4.y "n,E:n =1'000'000 COMMRRCIALGENERA_LIABILITY CLAIMSMADRLil OCCUR M='ENT-_Lw-r" 110,000 _ FEBSONA_m ADA NV111RY L2,000,000 JFNERAL iRE-A-E L4,000,000 ORN'LAOGREGATELIMITgpFLIESPER: I'R _nx'I'S -Mi' IFA/:_ t4,000,000 POLICY DEC _OC A AUTOMOBH.ELIABILITY BA00863014 05/23/01 05/23/02 'nM :NHUs_v„I-H__MIT -'i'r 61,000,000 ANYAUTO 9, ,,: P: til: l'INJIR” ALL CANNED AUTOS X SCHRDULEDAC'TTS 'I� 6 X HIRED A' D11" N,liik" NON OWNED AUT S 11 ""(" FHR". ' AM 4 ,E t GARAGE LIABILITY Al'- SNC.' P.Ai DEN- 1 q'111,, 1LA.IN P'Ak 5 ... ANYAUTO 0 AiI'I ONLY'. A I EXCESS LIABILITY E4'I- =''11'n_. SN 'R '6 OCCUR FICLA:MSMADE %TH DEDUCT:BLH RETENTION S WORKERS COMPENSATION AND I rqH W'ti:AT ITS EMPLOYERS' LIABILITY E.. EACh,A '. yle'o-YT 4 F_I _ISEASE EA2MFL ':4'd. I E I__:IMASE FCL YEW.- I B -HERProfessional PL508233 06/09/01 06/09/02 $1,000,000 per claim Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMF.NTI SPECIAL PROA ISIONS The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SHO(ILDANYOFTHF ABOVEDFS(' WBE)POLK' IF.SBE(:A CTILEDHI:FORT I'llP I' V'IRTH)N DATETHF,RE(IF.TH4: ISSUING INSI'RER WILI_j(' Kl)MXK9WC3aII NYs N WI'I'IN NOTI('FTOTHE CEICFIFI1'NF1: liOLDERSAMED'TOTHF.LEFT, DEPT: City A orn l U ( DEPT: 1 SUBJECT: Document DATE:111016-2- 17: PHONE EXT. X33 NOTE- IF TMS IS A' IJSFF'IIEM PI,FARR CONVIXTR IN .ATTACHED ARE THE FOLLOWING (please describe document, i.e., agreement, contract, r consultant; agreement): For your ag roval and signature (2) For your review and comments (3) For your information (4) As requested (5) PI ASR: (A) Keep for your files (B) When Completed Return To: Ext. : Needed CITY ATTORNEY'S COIv NffiNTS: R5MMMMr1-.Wnff 1/9/02 4:22 PM 1-510-452-2193 • 19494931053 u Dealey, Renton & Associates Insurance Brokers fax January 09, 2002 To: Meg Monahan of City of San Juan From: Mary A. Ferrara Fax: 19494931053 Note: Pasadena Office Time: 422:17 PM Pages: 3 001 600 South Lake Avenue Suite 308 Pasadena CA 91106 Phone: 626 844.3070 Fax: 626 844.3074 Offices in: Please be advised that the insurance company will not issue, or allow us to issue the CG2010 form you require. They have however, made the wording to match the wording that is on the form so that basically it is the same as far as coverage is concerned. This has been approved by other city and county offices. Please give me a call direct if you have questions. Oakland Pasadena Santa Ana http://www.dealeyrenton.com License #0020739 1/9/02 4:22 PM 1-510-452-2193 Client#:229 19494931053 CGVLENGIN ACORn_, CERTIFICA OF LIABILITY INSU NCE 01/08DI 200 PRODUCER THIS CERTIFICATE IS ISSI-ED _AS A MATTER OF INFIIRM.YIIOA Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS I PON THE ( ERTIFI( ATF; 600 S. Lake Avenue Suite 308 Pasadena, Ca 91106 HOLDER. THIS CERTIFIC VFE DOES NOT AMEND, EXTEND OR :ALTER THE I ON�ERAGE AFFORDED BY THE POLICIES BEIO%%. POLI( Y EXPIRATION 626-844-3070 INSIRERS .AFFORDING COVERAGE INSURED CGVL Engineers 6 Hughes, Suite 100 Irvine, CA 92618 .,' R_, , St. Paul Fire & Marine N, -Ep Design Professionals Insurance Co. ,, ,Pn - '{'H---L'F,E.'N:7, E2,000,000 N, Nf.,. —' -- -N11—,E'. COVERAGES THE POLICIES OF IN SURANC'E IISTED BELONN HAN[I BEEN ISSUED TO THE INSI RED NAMED Aft FOR'FI IE POI ICM PERIOD INDKATPD N0ANI"IIIN INUR ANY REQUIREMENT TERM OR CONDITION OF ANN ('OMIRACT OR OTHER DO( '(IMEN I NknTl RFNPF('I 'I'() RlB(N THIS ('ERTIFI('A'IT MA1 W ISN( I II MAY PERTAIN, THH INSURANCE AFFORDED BY THE POI K HIS DESCRIBED HERTEN IS SI HIE(T TO At I THF TERMS, EX( I I SIONS AND (ON IUI INI INN OI vI I I POLICIES. AGGREGATE LIMITS SHONNTI MAN FLAT BEEN RBD(T(TD R) 1 M (I AIN1Y NSR TYPE OF I FISURANCE POLI( Y NUMBER POLICY EFFE('TIXE NMDDYY POLI( Y EXPIRATION LIMITS A GENERALLIABILITY BKO0862845 05/23/01 _QATFINTMDDYYI 05/23/02 '{'H---L'F,E.'N:7, E2,000,000 SIRELAMAc -. GI nc' 1l 000 000 COMM ERCLAL GENERAL GAB 1117: CLAIMSMADE 511._rt'R EXFA,+--- 61G 000 R, NA... k N.N,_. 12,0_0 0000_ EN=.<{. { -. {-: 4 000 000 3RN'LAGG0.EGATP,LINV7APF':JE,fNR_ -4 _ `N Nr -{, 14 000 Cj00 _ -- .. — X POLI P I.l A AUTOMOBILE LIABILITY BA00863014 05/23/01 05/23/02 =1, 000,GVG ANTAI,T,_ ..,-'1.-_ .ALL -WNEE N11T' S X SCHELULED AUTOS --� — - X FIRBE A' IT, X N LN -I WNEE A'png GARAGE LIABILITY { ^ ti `" '.{ { ,. I!,N" __-�-- ANY 4LITL N EXCESS LI ABILITY N LED 'TIBI-a RETENTION g WORKERS COMPENSATION AND K A.' "1 EMPLOYERS' LIAWLITY - A ( IN- - IF ANE '. .i1N=ASE : MIT 6 G$1,000,000 B GTHERProfessional PL508233 06/09/01 06/09/02 per claim Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONS/LO('ATIONSI V EHI('LE.,/EXCLUSIONS ADDED BY ENDORSFMFNTI SPE(' IAL PROVISIONS The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 dHOULDANYOFTIIF NBO%F DFS( WBFI U POI_ N' R;SBE( NNC'F I IED HLFONI I I I I 1'MINN I IN DAT[ '.TIERFOK,'II It ICSIINT IYSIRFR WII 1 AV NNIT UN NCTIOETO"r11F(' FI R91rit NIFHOI0EBN ANIFUTOTH F LEFT, B=gLXXXXX,-X34A4X. C01iAtO4rIQH9UG.➢0'JDX9tOCQOmJ4XOCXNt]�714DLROO]6if]tXQ&19L7Ci X(JEXIX 99�. cc . 1/9/02 4:22 PM 1-510-452-2193 • Policy Number: BKO0862845 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 01/08/2002 19494931053 • THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of "your work" for that insured by or for you. The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. CL/BF 22 40 03 95 Dawn Schanderl To: Beth Black Subject: CGVL Engineers - Plan Check Services Agreement Received new cert and endorsement today. Endorsement is still not the required one per agreement. FYI 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 CERTIFICAW OF LIABILITY INSUMWCE %ACORDTe of/(082002 A!GENERAL LIABILITY IBK00862845 05/23/01 05/23/02 EACHOCCURRENCE $000,000 COMMERCIAL GENERAL LIABILITY PRODUCER • CLAIMS MADE I X] OCCUR THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates PERSONAL & ADV INJURY L$2,_0 0 0 0 O ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 600 S. Lake Avenue, Suite 308 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Pasadena, Ca 91106 626-844-3070 INSURERS AFFORDING COVERAGE INSURED INSURER A: St. Paul Fire & Marine ALL OWNED AUTOS CGVL Engineers INSURERS: - -_ -__-- Design Professionalsal Insurance Co. SCHEDULED AUTOS 6 Hughes, Suite 100 X HIRED AUTOS Irvine, CA 92618 NsuRERc: X 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. tN R;___T_ EFFECTIVE POLICY EXPIRATION LTR TYPE OF INSURANCE POLICY NUMBER I DATE MM/DD/YY DATE MM/DD/YY LIMITS A!GENERAL LIABILITY IBK00862845 05/23/01 05/23/02 EACHOCCURRENCE $000,000 COMMERCIAL GENERAL LIABILITY FIRE DAMAGE (Any one fire)$1, OOO, OOO CLAIMS MADE I X] OCCUR MED EXP (Anyone person)_ 1$1 O O O f PERSONAL & ADV INJURY L$2,_0 0 0 0 O _0 GENERAL AGGREGATE- $4 , 000 , 000 �GEN'LAGGREGATE LIM IT APPLIES PER: ! ! PRODUCTS -COMP/OP AGG !$4 00$ 000 — X POLICYPEC- - LOC' A AUTOMOBILE LIABILITY BA00863014 05/23/01 05/23/02 COMBINED SINGLE LIMIT (Ea accident) $1, 000, 000 ANY AUTO ALL OWNED AUTOS BODILY INJURY $ X SCHEDULED AUTOS (Per person) X HIRED AUTOS !i (BODILY INJURY $ X NON -OWNED AUTOS I (Peraccident) ---- PROPERTY DAMAGE $ (Per accideaD GARAGE LIABILITY AUTO ONLrn41 `DENU X- - _ ANY AUTOOTHER THI44 <'s SACC $ m- AUTO ONLY;.,+, AG T EXCESS LIABILITY EACH OC _$ < _ m OCCUR CLAIMS MADE _ - AGGREGAXE2 z t CP DEDUCTIBLE RETENTION $ $ WORKERS COMPENSATION AND WC STATU- iOTH- TORY LIMIT_ ER EMPLOYERS' LIABILITY E.L. EACH ACCIDENT $ EL DISEASE -EA EMPLOYEE $ E.L. DISEASE -POLICY LIMIT $ B OTHER professional PL508233 06/09/01 06/09/02 $1,000,000 per claim Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONS/LOCAnONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. GCM I IFIGA I C MULLi I I ADDITIONALINSURED;INSURERLETTER: CANCELLATION SHOULD ANYOFTHE ABOVE DESCRIBED POLICIESBE CANCELLED BEFORE THE EXPIRATION City of San Juan Capistrano DATE THEREOF, THE ISSUING INSURER WILL 3M0LA%RX0aNX3-O DAYSWRITTEN Office of the City Clerk NOTICETOTHE CERTIFICATE HOLDER NAM ED TOTHE LEFT, a �@GpgyL}Qp Attn: Meg Monahan Da wcm�ctcmwrcocDc9munxQEcxismr�e»vensamEaaa�rc 32400 Paseo Adelanto 3axeE3nma50scxxxx San Juan Capistrano, CA 92675 AUTHORIZED REPRESENTATIVE ACORD25-S(7/97)1 Of 1 #S69773/M59921 MLE 0 ACORD CORPORATION 1988 Y Policy Number: BKO0862845 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 01/08/2002 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Office of the City Clerk Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of 'your work" for that insured by or for you. The certificate holder general liability for insured. CL/BF 22 40 03 95 is named as an additional insured as respects claims arising from the operations of the named 0 32400 PASEO ADEI-ANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) wwM.sanjuancapistrano.org January 17, 2002 CgVL Engineers 6 Hughes, Suite 100 Irvine, CA 92618 Dear Sir or Madam: Jtw* muw,n 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L BATHGATE JOHNS. GELFF COLLENE CAMPBELL WYATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH Please find enclosed a fully executed Personal Services Agreement related general engineering & building. The term of the agreement is three years with two one-year extensions. We have received the evidence of insurance and endorsements as required by the agreement. Please be aware that this evidence met must be maintained current with our office. Should evidence lapse, work under this agreement must stop and payments for work completed are withheld until we receive the required documentation. You may proceed with work under this agreement in coordination with Jill Thomas, Management Analyst (949) 443-6362. Sincerely, l M o ahan, CMC ity Cler (94$ -6308 enclosure: agreement cc: Jill Thomas, Management Analyst William Huber, Engineering and Building Director San Juan Capistrano: Preserving the Past to Enhance the Future C` J 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org December 21, 2001 CgVL Engineers 6 Hughes, Suite 100 Irvine, CA 92618 Dear Sir or Madam: MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE JOHN S. 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 CgVL Engineers to provide general engineering & building for a three-year term, with (2) one-year extensions possible, not to exceed $50,000 per project proposal, per year. Prior to initiating work and in order to continue work under this agreement, evidence that all terms under Section 14. Insurance must be current and on file in the City Clerk's office. Our records indicate that we have partial evidence on file. Please forward an additional insured endorsement, see section 14.4. If you have any questions regarding this agreement, please contact Jill Thomas, Management Analyst, at (949) 443-6362. If you have questions related to the evidence required under Section 14, please contact Dawn Schanderl, Deputy City Clerk, (949) 443-6310. Sincerely, Vahan, CMC -6308 Enclosure: Terms of agreement, Section 14. Insurance (14.1 through 14.8) cc: Jill Thomas, anagement Analyst, William Huber, Engineering and Building Director; D wn Schanderl, Deputy City Clerk g1U0 USE IS Q:q �I III,T ('�i,?i `tir(II,o i[1 i'ni?wtt'P the f7Iihrrr E 2. INTRODUCTION OF COMMISSIONERS PRESENT AT MEETING (110.10) Marie Buckner and Joanne de Guevara, Housing Advisory Committee; Ilse Byrnes, Parks, Recreation and Equestrian Commission; Pastor Gary Tucker, president of the Chamber of Commerce; Gil Jones, former Mayor, and his wife Millie; Sue Hart; Joe Soto, Water Advisory Commission. Mayor Bathgate recognized Council Member Hart and his wife Sue Hart for his year of service to the City as Mayor. ORAL COMMUNICATIONS: - None CONSENT CALENDAR Council Action: Moved by Council Member Campbell, seconded by Mayor pro tem John S. Gelff and carried unanimously, 5-0, to approve items 1, 3 through 5, 7. 9 & 10 as recommended by Staff. 1. MOTION TO READ ORDINANCES BY TITLE ONLY APPROVED. 2. APPROVAL OF MINUTES FROM THE REGULAR MEETING OF NOVEMBER 6, 2001 WITHDRAWN FROM THE AGENDA. 3. WARRANTS DATED NOVEMBER 15, 2001 IN THE AMOUNT OF $904,054.12; AND PAYROLL WARRANTS DATED NOVEMBER 8, 2001 IN THE AMOUNT OF $232,090.37 RECEIVED AND FILED. (300.30) 4. (38) CONSULTANT SERVICES AGREEMENTS APPROVED TO PROVIDE PLAN CHECK AND DESIGN SERVICES FOR A THREE -YEAR TERM WITH TWO ONE- YEAR EXTENSIONS, NOT TO EXCEED $50,000 PER PROJECT PROPOSAL, PER YEAR. (60Q.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 4 12-4-01 Engineering; Lawson & Associates; Petra Geotechnical, Inc.; Austin -Foust Associates: Darnell & Associates: LSA Associates. 5. RESOLUTION NO. 01-12-04-02 ADOPTED ENTITLED "RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO, CALIFORNIA APPROVING THE APPLICATION FOR GRANT FUNDS FOR THE ROBERTI- Z'BERG-HARRIS URBAN OPEN SPACE AND RECREATION PROGRAM UNDER THE SAFE NEIGHBORHOOD PARKS, CLEAN WATER, CLEAN AIR, AND COASTAL PROTECTION BOND ACT OF 2000 FOR IMPROVEMENT OF THE OLD HIGH SCHOOL SPORTS COURTS" (930.20) 6. CONSIDERATION OF ISSUES - LOS RIOS HISTORIC PARKING LOT (CIP NO. 125) (600.30) Written Communications: Report dated December4, 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 9 12/04/01 AGENDA ITEM E 4 TO: George Scarborough, City Manager FROM: William M. Huber, Director of Engineering and Building SUBJECT: Consideration of Master Agreements for Long -Term Plan Check and Design Services Team RECOMMENDATION By motion, approve 38 consultant service agreements to provide Plan Check and Design Services fora (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project proposal, per year. A. Summary and Recommendation The concept of a Plan Check Team was originally introduced in 1992 and, to date, has worked very well. It was created as a means to improve service delivery to resident and developer plan check. The concept has proven successful in that it has resulted in improved efficiencies. Our current contracts expire on December 31, 2001. Therefore, staff has solicited proposals and is requesting that 38 firms be recommended for a three-year term with two one-year extensions. B. Background 1. History On January 21, 1992, City Council approved the concept of creating a plan check consultant team consisting of a select group of consultants. The team concept creates a long-term contract with each consultant. The purpose of the team concept is to have available consultants with pre -approved contracts and insurance in place and ready to go to work. The team concept allows staff to expeditiously process all consultant plan checking. In addition, the plan check team agreements all required that they perform their services at a specified percentage of the City's fees, which guarantees costs and assures that City staff is also compensated for processing from the remaining balance. All consultants agree to a fee not to exceed 65% and 80% depending upon the type of plan check. In many instances, the fees are negotiated tower, 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 G 0 Agenda Item Page 2 December 4, 2001 Selection Process 0 A Request for Proposal was sent to 44 firms. Many of these firms were on the existing list, with others being added at a staff member's request. Of the 44 firms, 38 responded with proposals. The proposals included general engineering and building firms, as well as a number of specialty firms. The specialty firms include areas such as geotechnical, traffic, building structural and water quality services. A review team consisting of the Department Director and an Administrative Assistant reviewed the proposals for the following elements: • Consistency with the scope of work • Ability to meet schedules • Past performance of similar work • Individual(s) specified to work on projects • Ability to meet fee requirements • Qualifications of firm in handling required work Staff believes that all 38 firms qualify based on the above criteria. As this is a three-year contract with two one-year extensions, there is no need to narrow the field. Staff prefers to spread projects among the teams as work becomes available. This provides more flexibility and allows work to be performed in a more efficient and timely manner. The following list shows the consultants and their areas of expertise: General Engineering and Building_ Services AMEC Earth & Environment, Inc. Berryman & Henigar Charles Abbott Associates. Inc. CgVL Engineers KFM Engineering Norris-Repke, Inc. P & D Consultants, Inc. Peter & Associates RBF Associates General Engineering Only Adams Streeter Civil Engineers, Inc. AKM Consulting Engineers 0 0 Agenda Item Page 3 December 4, 2001 General Engineering Continued Boyle Engineering Corporation DH Civil Engineering Focus Engineering Gong Enterprises Hartzog & Crabill, Inc. J. L. Patterson KHR Associates La Belle Marvin LAN Engineering Parsons Transportation Richard Watson & Associates, Inc. RK Engineering Group Tetra Tech The Keith Companies Toal Engineering Urban Crossroads, Inc. Van Dell & Associates, Inc. Willdan Associates Building Services Only Esgil Corporation Geotechnical Services Cotton Shires and Associates, Inc. David H. Lee & Associates, Inc. Hetherington Engineering, Inc. Lawson & Associates, Inc. Petra Geotechnical, Inc. Traffic Services Austin -Foust Associates, Inc. Darnell & Associates, Inc. LSA Associates, Inc. 0 Agenda Item Page 4 December 4, 2001 3. Process Plan Check Services - As previously stated, plan check services are to be performed at a not -to -exceed fee based on a fixed percentage of the City's calculated plan check cost. This eliminates the need to negotiate fees and allows staff to select a consultant and request they perform the work at the agreed upon price. No time is wasted with costly proposals, reviews, and fee negotiations. Design Services — Services not covered by fee recovery, such as design for a City capital improvement project, will continue to require that staff solicit proposals from at least three members of the team. Proposals will then be evaluated and followed by consultant selection. If the fee exceeds the amended limit established under the master contract, then it will be forwarded to the City Council for review and approval. However, no new agreements will be required norwill insurance certifications cause delays, as they will already be in place. COMMISSION/BOARD REVIEW, RECOMMENDATIONS N/A FINANCIAL CONSIDERATIONS Costs for plan check services will be fully funded from engineering and building fees. Design services would be funded from respective capital improvement projects. Based on fees projected to be collected, a budget for consultant services is developed annually to cover the costs of these contracts. NOTIFICATION N/A ALTERNATE ACTIONS 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. 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 WMH/jt Prepared By, 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 PASEO ADELANTO SAN .JUAN CAPISTRANO, CA 92675 (949)493.1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org 0 REQUEST FOR PROPOSAL for Professional Consulting Services to MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE JOHN S. GELRF JOHN GREINER W ATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING, GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES GENERAL INFORMATION It is the intent of the City of San Juan Capistrano, Department of Engineering & Building, to establish a team of consultants to facilitate both building and engineering plan check, engineering and architectural services. The services are generally described herein and are intended to supplement staffs efforts where specific expertise is required or time constraints necessitate consultant assistance. From the proposals, a team of consultants will be selected who best represent expertise across the various specialty areas. The team will become part of a four-year program in which the work load will be spread among the team members. Work will be parceled out on an as -needed basis, and no specific guarantee can be given as to the annual fees for consultant usage. The consultant team will only be modified in the event consultants are dropped from the list due to corporate changes or it is deemed by the City that additional consultants are warranted. INVITATION TO RESPOND The City of San Juan Capistrano is soliciting proposals for professional consulting services. In general, the tasks identified above and delineated herein are to be performed with minimum direction and assistance from the City. Inquiries concerning the RFP should be directed to William M. Huber, Engineering & Building Director, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675; (949)443-6336. DRUG use Is San Juan Capistrano: Preserving the Past to Enhance the Future 0 10 Request for Proposal Pale 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 5:0.0 p.m., September 21, 2001. Proposals will not be accepted after this time. FORM OF PROPOSAL 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; Consultant fee schedules, including hourly rates and proposed flat fees; 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 0 0 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 a on solutions. The City of San Juan Capistrano reserves the right to reject any and all proposals. Nonacceptance of any proposal will not imply criticism .'the proposal 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 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 Pace 4 2. Provide comprehensive plan review or design services as directed for the following elements: a. Geotechnical review/design b. Street improvements c. Storm drain/hydrology reports/design d. Traffic/striping improvements e. Traffic studies f. Sewer improvements g. Landscaping improvements h. Subdivision map checking i. Structures (i.e., bridges) j. Inspection services k. Pavement analysis I. Architectural design m. Drafting n. Water quality design and review C. Document Transmittal Pick up and resubmit plans to the City via the Building & Safety Division or Engineering Division counter, D. Performance Requirements 1. Plan Check Services Render and remit a typed plan check correction/clarification list (two copies) to the Engineering & Building Department within 10 working days from notification by the City. 2. Engineering/Architectural Services Complete services in a thorough and efficient manner, on time and within the approved fee schedule. 0 • Request for Proposal Page 5 E. Fee Schedules 1. Engineering Fees a. Plan Check Engineering fees will be determined for plan check services based on the attached fee schedule. The consultant shall bill on an hourly basis, not to exceed 75% of the total fee, and fees may be negotiated lower if, in the determination of the City, a lower fee is warranted. b. Design/Architectural Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. 2. Building Fees a. Plan Check Total plan check at 80% of base plan check fee paid by applicant not including any surcharges (base plan check fee). Base plan check fee will be 65% of building permit fee, not including surcharges. Structural plan check is not to exceed 60% of base plan check fee, not including any surcharges. b. Other Services Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. F. Maintenance of Records The consultant will maintain all books, documents, papers, employee time sheets, accounting records/ledgers and other evidence pertaining to costs incurred and shall make such materials available at their respective offices at all reasonable times during the contract period and for three years from the date of final payment for inspection by the City. The consultant shall furnish copies, if requested. 0 0 Request for Proposal Page 6 CITY'S RESPONSIBILITY The City shall perform the tasks as set forth herein: A. Establishment of Valuation (Plan Check Services Only) Assign a valuation to the proposed work in accordance with the appropriate Engineering or Building Division standards. The City shall collect all fees from the applicant in connection with the services. B. Project submittals City will supply all necessary documentation/specifications, reports, studies, calculations, etc., to Consultant as is readily available at the City. C. Coordination City will serve as project coordinator. On plan checking, the City will be responsible for notifying the applicant when plans with corrections are available to pick up. The City will route plans (preliminary/revised) to and from the Consultant. SELECTION PROCESS The Selection Committee, comprised of the Engineering & Building Director, Development Services Manager and two Senior Engineers, will review the proposals submitted. Candidates will be selected based on the proposals submitted, including qualifications of staff, proposed fee schedules and ability to handle work load in a timely manner. Very truly yours, William M. Huber Engineering and Building Director W MH:jt Attachments 1. Engineering Fees 2. Consultant Self -Rating Form 3. Sample of Personal Services Agreement CONSULTANT SELF -RATING FORM Consultants are asked to rate their expertise in the various fields listed below. The information will be used by Staff in selecting consultants on specific types of work. Consultants may rate themselves high on more than one category, but should not rate the same in more than three categories. Building plan check and Engineering plan check are considered separate services and should be rated independent of one another. On a scale of 1 to 10, rate yourself with "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: RATER: DATE: .2001 • ENGINEERING FEES • Engineering Documents and Records - Microfilm/Digital Storage' ................... . .. ....... $1.00 per sheet - Document and Record Retrieval/Research/Review .. ............ $40.00 per 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 Mau 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 $too per lot/unit - Records of survey ...................................... $500, plus $50 per lot - CC&R's ..... ....... I ...............................$500 `Duplicate Mylar Deposit .... .... ... .... .. $20 per sheet Improvement Plan Processing Public improvement plans (Due with Plan Submittal) - Submittal $i,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 01 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 $50o - Checking 3% of construction costs Map/Plan Processing Administration Includes the preparation and processing of agreements, ........ 3 i:% 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 1 of 2 Fee for 49 units or less - Single family detached dwelling units ............................. $4,840 per unit - Attached Units, including duplex, townhomes & span, 'ntS........... $4,390 per unit - Mobile Homes $2,877 per unit Fee for 50 units or more (Land dedication may be .................... # units x occupancy factor* substituted tpr fee) ............................................ x 5 acr/1000 occ x $302,500 acr 'Occupancy Factor - Single Family .......... I ........................... 3.2 occlunit - Attached units, including duplex, townhouse & apartments............ 2 9 occ/unit - Mobile Homes ................... ...... .. 1.8 oc /und Sewer Capacity Fee (Due Prior to Building Permit) - Residential T ........................................... $3,165 per unit - Commercial, Industrial, Non -Residential (**see below) ........ ..... $3,165 per 1500 SF of floor - - - - - - - area or fraction thereof Agricultural Preservation (Due Prior to Building Permit) - Residential I ............. . _ ............ ............. $500 per unit - Commercial/Non-Residential .. ..... .... ..... ........... .. $1000 per acre Drainage Area Fees ('see below) L01 $1170 per acre Sureties and Deposits (Due prior to app, oval of Improvement per acre Agreement or Encroachment Permit Issuance, whichever is applicable) $320 per acre Faithful performance surety per acre (released one year after the notice of completion) ............. 100°i of construction costs Labor and material surety $1470 per acre (released upon the completion of the project) . .............. 100% of construction costs Monumentation surety (released upon the Engineer's certification of work) ........... l00% of monumentation costs Water surety ............................................ As required by Capistrano — Valley Water District Parks & Recreation Fee (*see below) Fee for 49 units or less - Single family detached dwelling units ............................. $4,840 per unit - Attached Units, including duplex, townhomes & span, 'ntS........... $4,390 per unit - Mobile Homes $2,877 per unit Fee for 50 units or more (Land dedication may be .................... # units x occupancy factor* substituted tpr fee) ............................................ x 5 acr/1000 occ x $302,500 acr 'Occupancy Factor - Single Family .......... I ........................... 3.2 occlunit - Attached units, including duplex, townhouse & apartments............ 2 9 occ/unit - Mobile Homes ................... ...... .. 1.8 oc /und Sewer Capacity Fee (Due Prior to Building Permit) - Residential T ........................................... $3,165 per unit - Commercial, Industrial, Non -Residential (**see below) ........ ..... $3,165 per 1500 SF of floor - - - - - - - area or fraction thereof Agricultural Preservation (Due Prior to Building Permit) - Residential I ............. . _ ............ ............. $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 Mol ....................... .....$780 per acre L01 S02 ........ ... .. $1470 per acre Advanced Energy Fee (Street Lights) (Due Priorto Plan Approval) Lamp Size Single Double 7,000 Lumens $90 per light $126.60 per light 20,000 Lumens $126.20 per light $187.50 per light *Parks & Recreation and Drainage Fees are due prior to Subdivision btap Approval. For properties not requiring maps, these fees are due prior to Building Permit Issuance. "Sewer capacity fees are due prior to Building Permit Issuance for any increase in building size. NOTE: Additional fees may be required by the Building & Safety Division, the Department of Planning Services & the Capistrano Valley Water District. Parks & Recreation Sewer and Agricultural Preservation Fees are due Prior to Building Permit Issuance for all Secondary Dwelling Units Revised 6/01: c lwpwinlwpd0cslotheAfees 2 oft