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01-1204_URBAN CROSSROADS, INC._Personal Services AgreementPERSONAL SERVICES AGREEMENT THIS p^AGREEMENT is made and �P_��>1 A x1/1 , 2001, by and between (hereinafter referred to as the "City") (hereinafter referred to as "Consultant"). RECITALS: entered into this day of the City of San Juan Capistrano and Urban Crossroads, Inc. WHEREAS, City desires to retain the services of Consultant regarding the City's proposal to provide Engineering/Building Plan Check, Engineering, and Architectural Services; and WHEREAS, Consultant is qualified by virtue of experience, training, education and expertise to accomplish such services. NOW, THEREFORE, City and Consultant mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by Consultant shall consist of those tasks as set forth in Exhibit 'A" attached and incorporated herein by reference. Consultant warrants that all of its services shall be performed in a competent, professional and satisfactory manner and in accordance with the prevalent standards of its profession. Section 2. Term. This Agreement shall commence on the effective date of this Agreement by all parties. This Agreement shall be for a three-year (3 -year) period of time with two one- year extensions. Agreement extensions shall be based on staff review of Consultant performance. The Agreement shall terminate December 31, 2007. 1 0 0 Section 3. Compensation. 3.1 Consultant contract billings may be submitted on the consultant's forms and, at a minimum, should contain the following: Title or project(s) Purchase order number Total approved purchase order amount Amount paid to date Amount requested Amount remaining on purchase order Breakdown of amounts by project type or account number Total cost to City for Consultant's fees shall not exceed $50,000 per project proposal for each annual period. The amount stipulated above is not a guarantee by the City to Consultant that said amount will be received by Consultant. Rather, it represents the maximum authorization permitted without further Council approval. Consultant may not, dependent upon availability of projects, receive any work. The City shall issue purchase orders equal to the anticipated Consultant fees on a project basis, which shall constitute Consultant's authorization to proceed. Consultant fees will be billed based on the hourly rate schedule in Exhibit B, up to the stipulated amount agreed to either as stipulated by the plan check fee schedule in Exhibit A or as agreed to in writing. 3.2 Method of Payment. Consultant shall submit monthly invoices, clearly indicating the monthly period for which the billing is made. These invoices should be submitted to: City of San Juan Capistrano, Attention: Engineering Department (City Project Manager) 32400 Paseo Adelanto, San Juan Capistrano, CA 92675. For extra work not part of this Agreement, a written authorization from City is required prior to Consultant undertaking any extra work. 3.4 Records of Expenses. Consultant shall keep complete and accurate records of all costs and expenses incidental to services covered by this Agreement. These records will be made available at reasonable times to City. 2 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. By executing this Agreement, Consultant werrartis-thaE (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. R� Time is of the essence in the performance of this Agreement. 71% 7 0 0 The Contract Guide DPIC's Risk Management Handbook for Architects and Engineers Chapter Title: Delays DELAYS The Design Professional is not responsible for delays caused by factors beyond the Design Professional's reasonable control, including but not limited to delays because of strikes, lockouts, work slowdowns or stoppages, accidents, acts of God, failure of any governmental or other regulatory authority to act In a timely manner, failure of the Client to furnish timely information or approve or disapprove of the Design Professional's services or work product promptly, or delays caused by faulty performance by the Client or by contractors of any level. When such delays beyond the Design Professional's reasonable control occur, the Client agrees the Design Professional is not responsible for damages, nor shall the Design Professional be deemed to be In default of this Agreement. NI clauses herein are Intended as examples only and should be reviewed and modified by competent legal counsel to reflect variations In applicable local law and the specific circumstances of your contract. 500/9OO'd ELEL# 931YIOOSSY I NOSN31 x3'IV30 CLOE6 M91 lS:DL [OOZ.8['100 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 overnment-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 su6h documents are instruments of Consultant's professional services. - y� l(I Section 13. Indemnity. Consultant agrees to protect, -defend and hold harmless City, its elected and appointeo pfficials and employees from any and all claims, liabilities, expenses or damage -,..e, includingattorneys' fees, for injury or death of any person or damage to property or interferenc ith use of property and for errors and omissions committed by Consultant arising ou 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. rr-A7 4 OWNERSHIP OF DOCUMENTS The Client acknowledges the Design Professional's construction documents, including all documents on electronic media, as instruments of professional service. Nevertheless, such documents, plans and specifications prepared under this Agreement shall become the property of the Client upon completion of the work and payment In full of all monies due to the Design Professional. The Client shall not reuse or make any mots ication to the plans and specifications without the prior written authorization of the Design Professional. The Client agrees, to the fullest extent permitted by law, to indemnify and hold the Design Professional harmless from any claim, liability or cost (including reasonable attorneys' fees and defense costs) arising or allegedly arising out of any unauthorized reuse or modification of the construction documents by the Client or any person or entity that acquires or obtains the plans and specifications from or through the Client without the written authorization of the Design Professional. 900/tOO'd ELELN 93SVIOOssV t NOSN3d ATIV3a 6LOEV089Z91 WT i00Z.8I'100 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 personlany 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, Workers Compensation Employer's Liability Insurance in the statutory amount as required by state law. 5 0 0 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self -retention amount, and an additional insured endorsement to the Consultant's general liability and umbrella liability policies using ISO form CG 20 10 11 85 (in no event with an edition date later than 1990) to the City's General Counsel for certification that the insurance requirements of this Agreement have been satisfied. 14.5 Errors and Omissions Coverage ThFoughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement, Consultant shall submit an insurance certificate to the City's General Counsel for certification that the insurance requirements of this Agreement have been satisfied. 14.6 Notice of Cancellation/Termination of Insurance. The above policy/policies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty (30) days' written notice is given to City, except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.7 Terms of Compensation. Consultant shall not receive any compensation until all insurance provisions have been satisfied. 14.8 Notice to Proceed. Consultant shall not proceed with any work under this Agreement until the City has issued a written "Notice to Proceed" verifying that Consultant has complied with all insurance requirements of this Agreement. Section 15. Termination. City and Consultant shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to the other party In addition, this Agreement may be terminated for cause by providing ten (10) days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (10) day cure period. Section 16. Notice. All notices shall be personally delivered or or to such other addresses as may be designated shall be used for delivery of service of process: 1] mailed to the below listed addresses, by written notice. These addresses To City: City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attn: Director of Engineering and Building To Consultant: Urban Crossroads, Inc. 41 Corporate Park, Suite 210 Irvine, CA 92606 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. r 0 IN WITNESS WHEREOF, the parties hereto have executed this Agreement. ATTEST: M rg et R. Monahan, City Clerk APPROVED AS TO FORM: - 9� John R. w, City Attorney CITY OF SAN JUAN CAPISTRANO r • CONSULTANT By: e.a��ef�. �akr5 EXHIBIT A 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org • J� ' � I IIIIp111rt1 unman 1961 1776 REQUEST FOR PROPOSAL for Professional Consulting Services to MEMBERS OF THE CITY COUNCIL DANE L. BATHGATE JOHN S. GELFF JOHN GREINER MATT 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 Request for Proposal Page 2 SUBMISSION OF PROPOSAL Proposals may by submitted by mail or hand delivered. Proposals should be delivered to: William M. Huber, Engineering & Building Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 no later than 5:00 p.m., September 21, 2001. Proposals will not be accepted after this time. FORM OF PROPOSAL Consultant proposals shall contain the following: Statement of qualifications clearly indicating the services in which the firm is interested; 2. Statement/discussion of services provided, including anticipated turnaround times and ability of firm to handle requests on an as -needed basis; 3. Resumes of key personnel for various service areas; 4. Consultant fee schedules, including hourly rates and proposed flat fees; 5. Completed consultant self rating form included with this request for proposal. EVALUATION OF PROPOSALS The City of San Juan Capistrano is interested in selecting consultants who have the experience and expertise to render plan checking, engineering and architectural services in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist primarily of four parts: 1. Consultants' experience 2. Consultants' expertise 3. Consultants' ability to handle volume and meet time frames 4. Consultants' costs Request for Proposal Page 3 It is important to the City that you identify the persons you will assign to various functions, at which office they are assigned and whether they are full-time employees of your firm. You should also address any conflict of interest that may exist and comment on solutions. The City of San Juan Capistrano reserves the right to reject any and all proposals. Nonacceptance of any proposal will not imply criticism . `the proposal orthat any proposed service was deficient. All participating candidates will be notified of the decision reached. CONSULTANT'S RESPONSIBILITY The Consultant shall perform the tasks as set forth herein: A. Building Services 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 Ll Request for Proposal Page 4 2. Provide comprehensive plan review or design services as directed for the following elements: a. Geotechnical review/design b. Street improvements c. Storm drain/hydrology reports/design d. Traffic/striping improvements e. Traffic studies f. Sewer improvements g. Landscaping improvements h. Subdivision map checking I. Structures (i.e., bridges) j. Inspection services k. Pavement analysis I. Architectural design m. Drafting n. Water quality design and review C. Document Transmittal Pick up and resubmit plans to the City via the Building & Safety Division or Engineering Division counter. D. Performance Requirements 1. Plan Check Services Render and remit a typed plan check correction/clarification list (two copies) to the Engineering & Building Department within 10 working days from notification by the City. 2. Engineering/Architectural Services Complete services in a thorough and efficient manner, on time and within the approved fee schedule. 0 0 Request for Proposal Page 5 E. Fee Schedules 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. 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 a 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 "I " being your strongest area of expertise and "10" being a competent area of expertise. "N" or no rating will indicate no interest or company expertise in that field. BUILDING SERVICES ENGINEERING SERVICES Geotechnical Review Geotechnical Design, Review & Analysis Electrical Review and Analysis Street Improvements Mechanical Review and Analysis Storm Drain Improvements & Hydrology Studies Plumbing Review and Analysis Traffic Circulation Studies Energy Calculations Traffic/Striping Improvements Handicapped Provisions Sewer Facilities Improvements Inspection Services Landscaping Improvements Grading Plans Subdivision Map Checking Structures Inspection Services Pavement Analysis Survey Drafting Services Water Quality Design and Review FIRM NAME: �_�ra:i DATE: 2001` • ENGINEERING FEES . Enalneerina 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 Adiustment - Submittal and Processing ................................ $1,750 Map Processing (Due with Map Submittal) ($500 min) - Tract maps` ........................................... $1,000, plus $100 per lot Street cut deposit - over 500 square feet" .................... or unit up to 25, plus $50 per lot or "'Refundable Deposit (upon completion of work) unit over 25 - Parcel maps ........................................... $1,000, plus $100 per lot/unit - Records of survey ...................................... $5oo, plus $50 per lot -CC&R's ............................................$500 $40 'Duplicate Mylar Deposit .............................. _ ............. $20 per sheet Improvement Plan Processing Public improvement plans (Due with Plan Submittal) - Submittal $1,000 - Checking 3% of construction costs - Hydrology/Hydraulic Studies (0-20 Acres) ................... $4.50 per 0.1 acre ($450 min) - Hydrology/Hydraulic Studies (Over 20 Acres) ................ $1,200, plus $1 per 0.1 acre over 20 acres ($4,000 max) - Sewer Studies (0-20 Acres) ............................... $4.50 per 0.1 acre ($450 min) - Sewer Studies (Over 20 Acres) ............................ $1,200, plus $1 per 0.1 acre over 20 acres ($4,000 max) Private Improvement Plan Processing (Due w/Pian 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 (ModificationlProcessing) ........................ 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 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 IYeelling Units Revised 6101: c vvpvviMvvpdocs\other\fees 2 oft Sureties and Deposits (Due prior to app, oval of Improvement Agreement or Encroachment Permit Issuance, whichever is applicable) Faithful performance surety (released one year after the notice of completion) ............. 100% of construction costs Labor and material surety (released upon the completion of the project) ................ 100% of construction costs Monumentation surety (released upon the Engineer's certification of work) ........... 100% of monumentation costs Water surety .......................... ................. As required by Capistrano — Valley Water District Parks & Recreation Fee ('see below) Fee for 49 units or less - Single family detached dwelling units ............................. $4,840 per unit - Attached Units, including duplex, townhomes & apartments........... $4,390 per unit - Mobile Homes $2,877 per unit Fee for 50 units or more (Land dedication may be..... ............... # units x occupancy factor - substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr 'Occupancy Factor - Single Family .................... I ....................... 3.2 occlunit - Attached units, including duplex, townhouse & apartments............ 2.9 occ/unit - Mobile Homes ................................ I ........... 1.8 occlunit Sewer Capacity Fee (Due Prior to Building Permit) Residential T ........................................... $3,165 per unit Commercial, Industrial, Non -Residential (**see below) .............. $3185 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 .................. I............. ..........$1170 per acre -L02 ............................................$860 per acre - L03 .......... $320 per acre -L05 ............................................$170 per acre - M01 ............................................$780 per acre -L01S02 ... I ........................... .....'.......$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 IYeelling Units Revised 6101: c vvpvviMvvpdocs\other\fees 2 oft II 11 11 11 • • EXHIBIT B BILLING RATES FOR URBAN CROSSROADS, INC. Compensation for Services The Consultants Billing rates for services are as follows: Position Hourly Rate Senior Principal $145.00 Principal $135.00 Associate Principal $120.00 Senior Associate $105.00 Associate $ 95.00 Senior Engineer/Planner/Designer $ 80.00 Engineer/Planner/Designer $ 70.00 Assistant Engineer/Planner $ 60.00 Senior Technician $ 50.00 Engineering Technician II $ 40.00 Engineering Technician 1 $ 35.00 Engineering Aide $ 30.00 Administrative Assistant $ 40.00 Administrative Aide $ 35.00 Clerical Aide $ 30.00 Gener I (1) Reimbursable direct costs, such as reproduction, supplies, messenger service, long-distance telephone calls, travel and traffic counts will be billed at cost plus ten (10) percent. (2) Hourly rates apply to work time, travel time and time spent at public hearings and meetings. For overtime work, the above rates may be increased 50 percent. (3) Client payment for professional services is not contingent upon the client receiving payment from other parties. (4) Billing statements for work will be submitted monthly. Statements are payable within thirty (30) days of the receipt by client of statement. Any statement unpaid after thirty (30) days shall be subject to interest at the maximum permitted by law. April 13, 2001 �CORU. CERTIFICAPE OF LIABILITY INSUWANCE 1DATE 0131/03MY) 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 Ave Ste 540 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Pasadena, CA 91101 626 844-3070INSURERS AFFORDING COVERAGE INSURED INsuRER A: United States Fidelity & Guaranty Urban Crossroads, Inc. - -- - - - INSURER B: St. Paul Fire & Marine Ins. Co. 41 Corporate Park, Suite 300 INSURER C Irvine, CA 92606 - - - -- - - INSURER D: - COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR- - - POLICY EFFECTIVE ,POLICY EXPIRATION LTR TYPE OF INSURANCE POLICY NUMBER DATE MM/DD/YY DATE MM/DW1'Y LIMITS A GENERAL LIABILITY BKO1237606 11/01/03 11/01/04 EACH OCCURRENCE $2_000,000 X'YCOMMERCIAL GENERAL LIABILITY FIRE DAMAGE(myonefire) CLAIMS MADE IX1 OCCUR MED EXP (Any one person) _$300,000 $1 0,000 1 PERSONAL & ADV INJURY 2 000,000 _ GENERAL AGGREGATE $41000,000 $4000000 GENLAGGREGATELIMITAPP_LIESPER: '.,PRODUCTS-COMP/OP AGG POLICY IE T LOC - I A AUTOMOBILE LIABILITY BKO1237606 111/01/03 11/01/04 COMBINED SINGLE LIMIT � Ea accident) $.1,000,000 ANY AUTO ALL OWNED AUTOS BODILY INJURY $ SCHEDULED AUTOS (Per person) HIRED AUTOS 'r BODILYINJURY $ (Peraccident) �X NON -OWNED AUTOS ------- ------ - -- PROPAMAGE ERTY D $ (Per accident) (P GARAGE LIABILITY ONLY, EA ACCIDENT$ - II ANY AUTO ,AUTO OTHER THAN EA ACC $___ $ AUTO ONLY: AGG EXCESS LIABILITY EACH OCCURRENCE $ OCCUR CLAIMS MADE AGGREGATE $ DEDUCTIBLE RETENTION $ $ B WORKERS COMPENSATION AND VI/VA7735900 11/01/03 11/01/04 X WC U IT OTH- T RV LI ITS _' _ ER _ EMPLOYERS' LIABILITY E. L. EACH _ACCIDENT $1,000,000 _ E.L. DISEASE- EA EMP LOYEEI$1,000,000 E.L. DISEASE - POLICY LIMIT ' $1,000,000 B OTHER Professional QP03804176 11101/03 11/01/04 $1,000,000 per claim Liability $2,000,000 annl aggr. DESCRIPTION OF OPERAT MVLOCAMONS(VEHICLESIEXCLUSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. SHOULD ANYOFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION City of San Juan Capistrano DATE THEREOF, THE ISSUING INSURER WIU_jXR5rA%%)JP MAIL 3O-- DAYSWRITTEN Attn: Meg Monahan NOTICETOTHE CERTIFICATE HOLDERNAMED TOTHE LEFT, BXAElXXNxAAAAAAAXMXXX 32400 Paseo Adelanto WX7G6xli�QpIXRXARIW[ia71XR7pAA0U[OrXRd61CARRAAfegCX7I7cARX San Juan Capistrano, CA 92675 x�tRrXXarXAXxeEAx ACORD 25-S (7/97)1 of 1 SMQAA3n ul S © ACORD CORPORATION 1988 VA 0 Policy Number: BKO1237606 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 10/31/03 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Attn: 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) IVIVIF sanjuancapis[rano. org October003 Urban Crossroads, Inc. dSao IAAIAIAAIiII s",lunu I 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE JOHN S. GELFF WYATT HART JOESOTO DAVID M. SWERDLIN INTERIM CITY MANAGER PAMELAGIBSON 41 Corporate Park, Suite 210 Irvine, CA 92606 RE: Compliance with Insurance Requirements — MPAH Roadway Deletion Study/Plan Check The following insurance documents are due to expire: ✓ General Liability Certificate 11/1/2003 ✓ General Liability Endorsement Form naming the Cit f Juan Capistrano as additional insured. ✓ Automobile Liability Certificate 11/1/2003 ✓ Professional Liability Certificate 11/1/2003 ✓ Workers Compensation Certificate 111112003 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above expiration dates. If you have any questions, please contact me at (949) 443-6308. William Huber, Director of Engineering & Building Dawn Schanderl, Administrative Assistant San Juan Capistrano: Preserving the Past to Enhance the Future Cliei 8316 URBANCROS Acoga CERTIFICA� OF LIABILITY MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH INSUWNCE 11/15/0 °"" PRODUCER BKO1237606 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates EACH OCCURRENCE i$2,000,000 ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 06S. Lake Avenue, Suite 308 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR Pasaosad; & 91106 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. MED EXP (Any one person) l$10,000 11j 626 844-3070 INSURERS AFFORDING COVERAGE INSURED INSURER A: United States Fidelity & Guaranty__ Urban Crossroads, Inc. I GEN'L AGGREGATE LIM IT APPLIES PER: INSURER e: American Motorists Ins. Co. 41 Corporate Park, Suite 300 PRODUCTS -COMP/OP AGG $4,000,000 INSURER C. Security Ins. Co. of Hartford Irvine, CA 92606 r_---- A 11 AUTOMOBILE LIABILITY 5KO1237606 11/01/02 INSURER D: COMBINED SINGLE LIMIT NSURER 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. IN SR ryPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE '.POLICY EXPIRATION LIMITS LTR DATE MM/DD/YY DATE MM/DD/YY A GENERALLABILITY BKO1237606 11/01/02 11/01/03 EACH OCCURRENCE i$2,000,000 X1 COM M ERCIAL GENERAL LIABILITY FIRE DAMAGE (My one fire)�I $300,000 _CLAIMS MADE 41 OCCUR MED EXP (Any one person) l$10,000 11j PERSONAL& ADV INJURY $2,000,000 J-- _ GENERAL AGGREGATE $4,000,900 I GEN'L AGGREGATE LIM IT APPLIES PER: PRODUCTS -COMP/OP AGG $4,000,000 POLICY PEP LOC - A 11 AUTOMOBILE LIABILITY 5KO1237606 11/01/02 11/01/03 COMBINED SINGLE LIMIT (Ea accident) $2,000,000 ANY AUTO — ALL OWNED AUTOS BODILY INJURY r$ SCHEDULED AUTOS (Per person) X HIRED AUTOS BODILY INJURY (Per accident) $ X� NON -OWNED AUTOS - ---- - - - PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY: AGG $ EXCESS LIABILITY EACH OCCURRENCE $ OCCUR a CLAIMS MADE AGGREGATE $ $ DEDUCTIBLE $ RETENTION $ $ B WORKERS COMPENSATION AND 713GO8900602 11/01/02 11/01/03 X WCSTATU- OTH- T RV LIMITS ER EMPLOYERS'LIABILITY _ _ C.L. EACH ACCIDENT $1,000,000_ E.L. DISEASE - EA EMPLOYEE $1,000,000 $1,000,000 E.L. DISEASE -POLICY LIMIT C OTHER Professional AEE0227967 11/01/02 11/01/03 $1,000,000 per claim Liability $200,000 ADni aggr. z g ! DESCRIPTION OF OPERATIONSILOCATIONSIVEHICLE&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. ` Fill City of San Juan Capistrano Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SHOULD ANYOFTHE ABOVE DESCRIBED POIJOIES BE CALI�OELLED BEFORE TH E EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ARR7eNO MMAIL 30 DAYSWRITTEN NOTICETOTHE CERTIFICATE HOLDER NAM ED TOME LEFT, BKR&A7L=""ARAIIMX% ACORD 25-S (7/97)1 Of 1 #M81425 SJM 0 ACORD CORPORATION 1988 0 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) ,v,v,v. sanjuoncapistrano. org October 28, 2002 Urban Crossroads Inc. 41 Corporate Park, Suite 210 Irvine, CA 92602 din � uD�utw � 1961 1776 0 � MEMBERS OF THE CITY COM04 DIANE L BATHGATE COU -ENE CAMPBELL JOHN S. GEFF WYATTH DAVID M. SWERDUN CITY MANAGER GEORGESCARSOROUGH RE: Compliance with Insurance Requirements 0 Plan Check Services/MPAH Roadway Deletion Study The following insurance documents are due to expire: V General Liability Certificate 11/1/2002 General Liability Endorsement naming the City of San Juan Capistrano as additional insured. Automobile Liability Certificate 11/1/2002 Professional Liability Certificate 11/1/2002 I Workers Compensation Certificate 11/1/2002 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 dates. If you have any questions, please contact me at (949) 443-6310. Sincerely, AAtjjn% zOjo-lk� 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 1/10/02 10:37 AM 1-510-452-2193 rl iant#• R116 19494931053 TIRRANCROS 002 CERTIFICA* OF LIABILITY INSU NCE o liio'i'2oo .4CORDL POLICIES. AGGREGATE LIMITS SHOWN MA) HAVE BEEN REDUCED B1' PAID CLAIMS. PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF ],FORMATION Dealey, Renton & Associates ONLY .AND CONFERS NO RIGHTS UPON THE ( ER'IIFI('.VTE: 600 S. hake Avenue, Suite 308 HOLDER. THIS C'ERTIFIC'ATE DOES NOT AMEND. EXTEND OR A ALTER THE COVERAGE: AFFORDED BY THE POLI IES BEHAV. Pasadena, CA 91106 11/01/01 626 844-3070 INSL REBS .AFFORDING COVERAGE: INSURED INS :,ERA: United States Fidelity & Guaranty Urban Crossroads, Inc. INSI RERE: American Motorists Ins.--Co.- ns.Co.41 41Corporate Park, Suite 210 INSI,RRR„ Security Ins. Co. of Hartford Irvine, CA 92606 CLAIMS MADE OC )UR INsuRERE, : INSI-IRERE: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO 'FHE INSURED NAMED ABOIE FOR THE POLIC`) PERIM)INDRATFD NOIWI -THAI ANUIN ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENTWITH RESPECT TO WHICH THIS CY.RTIFI('A"I'1' MA) RI' ISSL I O MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBIE(T 10 Al I THE TERMS, EXCI I"SIONS AND ('ONDI'IIONS OF 1I (' POLICIES. AGGREGATE LIMITS SHOWN MA) HAVE BEEN REDUCED B1' PAID CLAIMS. NSR IM TYPE OF INSURANCE POLK Y NUMBER POLICY EFFECTIVE POLI(T EXPIRATION DATE MMDD:YY) LIMITS A GENERALLIAWLITY BR00981747 11/01/01 11/01/02 EACH - RREN'R it 000 000 ?:RR.CWA R A:., i.ee 1300 000 X COMMERCAL GENERAL LI ABILITY CLAIMS MADE OC )UR >"ED ES" Ai ry .- - `_ 1 0�00 0 -L1,_0 0 0 , 0 0 0 3NER—AG..--Al'F_ :2,000,000 GEN'LACOREDATE LIMITA?('LIES IRR 12,0001000_ POLICY RO- G' A AUTOMOBILE LIABILITY BR00981747 11/01/01 11/01/02 - ,k1NF_,IN �IIN:_-=1,000,000 AN'AUTO T..,..le- ALL AWNED AUTOS SCHEDULRDAUTOS X HIRED AUTOS Rl' IN. NP X NON -=WNED.AUTOS �}'"- v L1-: 1 GARAGE LIABILITY A'.' N-" [I IL HS. 4 ANY _AUTO -LER' -. N EA A'" N -i N_':": A I EXCESS LIABILITY IiA H ^"'RRHN 'R. -11I_4 OCCUR F NIS MALS A,-RRr-A-H L I DRDU'TII3LR RETENTION S S B WORKERS COMPENSATION AND 7BG08900601 11/01/01 11/01/02 X E I dA'H \ -"ILHh: 11 0 0 0 0 0 0 EMPLOYERS' LIABILITY E!-'.SRAKn H—RIL_.—Ell-L000-L000 E.L.-NOOSE I' .:1'LIN :T, 11 000 000 C OTHERProfessional AEE0221329 11/01/01 11/01/02 $1,000,000 per claim Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONS/LIX ATIONS/VEHICI.F.S/EX(LUSIONS ADDED BY ENDORSEM6YTi SPE('141. PF20N'IUIONI The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. SHOIILD.ANVOF'rHF AWAP DFS( 'WBFD POLEWS BE( :ANCEIA�"F._D��B"F-FO/�RY I'I,, NV''IRSI'I(n F_ City of San Juan Capistrano DATTHERFI OF, IHE ISSI IN INSURER \VILLIj�¢EEtlxlXXK9 C3-0—LAYS N KfPI'LS Attn: Meg Monahan NOTKTTOTHF. ('F.RTIFI( ATF HOI DF.RNAMEDTOTHELEYT. Bpgq(§(,p XXK'.'.WXMx: 32400 Paseo Adelanto uaamxeEacrosoxfltocnumxixoexscwa¢acxoe e»exocuaraaceexoexaao-1 San Juan Capistrano, CA 92675 xxxxxxx=xxxx 1/10/02 10:37 AM 1-510-452-2193 Policy Number: BKO0981747 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 01/10/2002 19494931053 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SECTION II - WHO IS AN INSURED is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of "your work" for that insured by or for you. CL/BF 22 40 03 95 003 1/10/02 10:37 AM 1-510-452-2193 19494931053 Dealey, Renton & Associates Insurance Brokers fax January 10, 2002 To: Alan Oswald of City of San Juan From: Mary Le Fax: 19494931053 Note: Pasadena Office Time: 10:37:11 AM Pages: 3 Please see attached Certificate of Insurance. http://www.dealeyrenton.com License #0020739 001 600 South Lake Avenue Suite 308 Pasadena CA 91106 Phone: 626 844.3070 Fax: 626 844.3074 Offices in: Oakland Pasadena Santa Ana TO: John R DEPT: City SUBJECT: MEMORANDUM FROM• 13; 1 l t -L 6.e r' I� DEPT:, I DATE: 4J�.1!k MV-412�sble2'Chsir ��sum�c� CD. cc "ttbi arovide. GG+Zot011$!;. 1 For�our a roval and signature [)!J �*� --- (2)" For your review and comments [ ] (3) For your information [ ] (a) As requested [ ] (5) [ J PLEAS (A) Keep for your files [ J (B) When Completed Return To: [ ) Ext. [ ] (C) Date/Time Needed CITY ATTORNEY'S COMMENTS: f 1 4 ...f Ji. D I C TTRAnTTT`AfIC ACOM CERTIFICAT F LIABILITY INSURANCE 05/02 0 PRODUCER Dealey, Renton & Associates 600 S . Lake Ave . , #308 Pasadena, CA 91106 626 844-3070 - THIS CERTIFICATE IS ISSUED AS A MATTER. OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE INSURED Urban Crossroads, Inc. 41 Corporate Park, Suite 210 Irvine, CA 92606 INSURERA: United States Fidelity & Guaranty INsuRERB:American Motorists Ins. Co. INSURERC: Security Ins. Co. of Hartford INSURER D: INSURER E nnv=AGPS THE POLICIES OF INSURANCE USTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. NS L TYPE OF INSURANCE POLICY NUMBER POLIC YEPFECTVE POLICY &=W4TION LIMITS A GENERAL LIABILITY BKO0782752 11/01/00 11/01/01 EACH OCCURRENCE $1,000,000 RREDAMAGE(w"M) s300OOO X COMMERCIAL GENERAL LIABILITY CLAIMS MADE O OCCUR MED EXP (My o pram) $10,000 PERSONAL B ADV INJURY $1,000,000 GENERAL AGGREGATE s2,000,000 GENL AGGREGATE LIMITAPPLIES PER: PRODUCTS-COMP,OP AGO $2,000,000 POLICY PRO- JECTLOC A AUTOMOBILE LIABILITY ANY AUTO BKO0782752 11/01/00 11/01/01 COMBINED SINGLE LIMIT Ma IdrA) *11000,000 BODILY INJURY (Par prawn) $ � X X ALLOWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS RFr�FTA MAY Q ` TT- - JUi!'I BODILY INJURY (PW sadden) $ PROPERTY DAMAGE $ (PW apdara) GARAGE LIABILITY --- AUTO ONLY . EA ACCIDENT $ OTHER THAN EA ACC S AUTO ONLY: AGG $ ANY AUTO EXCESS LIABILITY OCCUR CLAIMS MADE EACH OCCURRENCE $ AGGREGATE S S $ DEDUCTIBLE $ RETENTION $ B WORKERS coMpENSATIONAND 7BG08900600 11/01/00 11/01/01 X wcsrATu on+ EMPLOYERS' UABIUTY E.L. EACH ACCIDENT $1,000,000 E.L DISEASE -EA EMPLOYEE it 000 000 E.L. DISEASE - POLICY UMIT $1,000,000 C OTHER Professional AEE0302164 11/01/00 11/01/01 $1,000,000 per claim Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONSILOCATIONSNEWCLESIEXCLUSIONS ADDED BY ENDORSEMENDSPECIAL PROVISIONS The certificate holder is named as an additional insured as respects general liability for claims arising from the operations of the named insured. lty of San Juan Capistrano n{tn: Alan P. Oswald 32400 Paseo Adelanto San Juan Capistrano, CA 92675 25-S(7/97)1 of 1 #S59214/M51391 SHOULD ANYOFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TOMAIL A () DAYSWRTTTEN NOTICETOTHE CERTIFICATE HOLDERNAIED TOTHE LEFT, BUTFAILWIE TODOSOSHALL IMPOSE NOOBLIGAT10N OR LIABILITYOF ANYIOND UPON THE INSURER,ITS AGENTS OR MLE GD J Policy Number: BKO0782752 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 05/02/2001 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Attn: Alan P. Oswald 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. CUBF 22 40 03 95 Client#W316 COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING CERTIFICOE OF LIABILITY POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSIWANCE 11/12/01 PRODUCER BKO0981747 11/01/01 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, 600 S. Renton & Associates Lake Ave., Suite 308 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 91106 626 844 3070 INSURERS AFFORDING COVERAGE INSURED Urban Crossroads, Inc.- wsURERA: United States Fidelity & Guaranty_ INsuRER B: - American Motorists Ins. Co. 41 Corporate Park, Suite 210 Irvine, CA 92606 INSURER c: Security Ins. Co. of Hartford INSURER D: A AUTOMOBILE INSURER E: BK0 0 9 817 4 7 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. NSRr POLICY EFFECTIVE POLICY EXPIRATION LTR TYPE OF INSURANCE POLICY NUMBER DATE MM/DD/YY DATE MM/DD/YY LIMITS A GENERALLIABIUTY BKO0981747 11/01/01 11/01/02 EACH OCCURRENCE $1,000, 000 X I COMMERCIAL GENERAL LIABILITY FIRE DAMAGE (My we fire) $300,000 JCLAIMS MADE OCCUR MED EXP (Any one person) $10 0 0 0 _ _ PERSONAL S ADV INJURY $1 000 000 GENERAL AGGREGATE s2_,00 0, 0 0 0 GEN'L AGGREGATE LIMITAPPLIES PER: PRODUCTS - COMP/OP AGG $2,000,000 PRC- LOC FI POLICY JECT A AUTOMOBILE LIABILITY BK0 0 9 817 4 7 11/01/01 11/01/02 COMBINED SINGLE LIMIT $1,000,000 ANY AUTO (Ea acc,d.nl) BODILY INJURY i $ ALL OWNED AUTOS SCHEDULED AUTOS (Per person) I X _ HIRED AUTOS BODILY INJURY $ X NON -OWNED AUTOS (Per accident) _j _. _ -_ PROPERTY DAMAGE $ i I (Per accident) GARAGE UABIUTY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO AUTO ONLY: AGG $ EXCESS UABIUTY EACH OCCURRENCE $ _-J OCCUR _ CLAIMS MADE AGGREGATE $ _ - $ $ DEDUCTIBLE RETENTION $ $ B WORKERS COMPENSATION AND 7BG08900601 11/01/01 11/01/02 XjORyLMI_ _ __TIER EMPLOYERS' LIABILITY _ $1 , 0 0 0 , 0 00 E.L. EACH ACCIDENT E.L. DISEASE -EA EMPLOYEE $1 , 0 0 0, O U 0 E.L. DISEASE - POLICY LIMIT I $1 0 0 0 0 0 0 C OTHER Professional AEE0221329 11/01/01 11/01/02 $1,000,000 per claim Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONS/LOCATIONSIVEHICLES/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 Attn: Alan P. Oswald 32400 Paseo Adelanto San Juan Capistrano, CA 92675 E ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXRRAnON SE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 3.O DAYSWRITTEN ITICETOTHE CERTIFICATE HOLDERNAM ED TOTHE LEFT, BUT FAILURE TO DO SOSHALL POSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURERJTS AGENTS OR AUT RIZEDR PRESENTATIV a�,a1, �1' 'ffft)7 ACORO., CERTIFICA* OF LIABILITY INSUFINCE iz%3i%ao0: PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 600 S. Lake Avenue quite 308 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR Avenue, ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Pasadena, CA 91106 626 844-3070 INSURERS AFFORDING COVERAGE INSURED INSURERA: United States Fidelity &_ Guaranty 41 C Crossroads, Inc. INSURERS: American Motorists Ins. CO. Irvine, Corporate Park, Suite 210 INSURERC: Security Ins. Co. of Hartford ine, CA 92606 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 EFFECTIVE POLICY EXPIBATON LTR TYPE OF INSURANCE POLICY NUMBER DATE MMIDD/Y DATE M/DD/YY LIMITS A GENERALLIABILITY BKO0981747 11/01/01 11/01/02 . EACH OCCURRENCE $1 00� 000 X COMlMERCIALGENERALLIABILITY FIRE DAMAGE (Anyone fire) $300, OOO CLAIMS MADE OCCUR MED EXP (Any one person) S10 , 000 PERSONAL B ADV INJURY $1, 000,_000 GENERAL AGGREGATE_ $2 , 000,000 GEN'L AGGREGATE LIM R APPLIES PER: _' PRODUCTS-COMP/OP AGO $2 000 ,000 POLICY PEP ILOC CT --_._ _.. A AUTOMOBILE LIABILITY MY AUTO BK00981747 ! 11/0 1/01 11/01/02 COMBINED SINGLE LIMIT (Ea accident) $1, OOO, OOO BODILY INJURY (Per person) ALL OWNED AUTOS SCHEDULED AUTOS $ j X HIRED AUTOS NON -OWNED AUTOS BODILY INJURY (Per accident) $ X ;PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY AUTO O_NL_Y - EA ACCIDENT $ OTHER THAN EA ACCO AUTO ONLY: AGG _ $ ANY AUTO EXCESS UABIUTY OCCUR n CLAIMS MADE EACH OCCURRENCE _ AGGREGATE _$ $ $ DEDUCTIBLE $ RETENTION $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY 713GO8900601 11/01/01 11/01/02 X WgSTITU- OTRH- E.L. EACH ACCIDENT$1 , 0 0 0, O O O E.L. DISEASE - EA EMPLOY 1, 000, 000 E.L. DISEA- POLICY_IMI $1 000 000 C OTHER professional AgE0221329 11/01/01 11/01/02 $1, 0�,,MAO perlaim Liability $2,O D0<'.D�'0 ann�aggr. rn DESCRIPTION OF OPERATIXJS/LOCAMONSNEHICLESIEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS _„�. M -; N < The certificate holder is named as an additional insured as r t� o general liability for claims arising from the operations of tg_ie name& insured. o City of San Juan Capistrano Attn: Meg Monahan 32400 Paseo Adelanto San Juan Capistrano, CA 92675 ACORD25-S(7/97)1 of 1 #569572/M67960 SHOULD ANYOFTHE ABOVE DESCRIBED POLICIESBE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL 3Bg0GXW}U9NK3_G—DAYSWRITTEN NOTICETOTHE CERTIFICATE HOLDER NAMED TOTHE LEFT, e MLE O ACORD Policy Number: 6KO0981747 Owners Lessees or Contractors (Form B) ADDITIbNAL INSURED Change(s) Effective: 12/31/2001 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance policy under the following: LIABILITY COVERAGE PART: Schedule Name of Person or Organization: City of San Juan Capistrano Attn: 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. CUBF 22 40 03 95 0 32400 PASEO ADELANTO SAN ,JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.Sanjuancapistrano.org January 15, 2002 Urban Crossroads, Inc. 41 Corporate Park, Suite 210 Irvine, CA 92606 Dear Sir or Madam: J1AUSI14I if (IrAllnYfl 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE JOHN S. DELFT COLLENE CAMPBELL WYATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH Please find enclosed a fully executed Personal Services Agreement related to providing general engineering services. 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, Megble an, CMC City (949) 443-6308 enclosure: agreement cc: Jill Thomas, Management Analyst William Huber, Engineering and Building Director DRUG USE JS San Juan Capistrano: Preserving the Past to Enhance the Future L1 32400 PASEO ADELANTO SAN .JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org December 21, 2001 Urban Crossroads, Inc. 41 Corporate Park, Suite 210 Irvine, CA 92606 Dear Sir or Madam: gOAIAIAIII ' Buunln I 1961 1776 MEMBERS OF THE CITY COUNCIL DIANE L. BATHGATE JOHN S. GELFF COLLENE CAMPBELL MATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH cb��1� J One December 4, 2001 the City Council of San Juan Capistrano approved a Personal Services Agreement with Urban Crossroads, Inc, to provide general engineering 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. Upon receipt, an executed agreement will be forwarded to you. 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, iC on han, CMC ler4 -6308 Enclosure: Terms of agreement, Section 14. Insurance (14.1 through 14.8) cc: Jill Thomas, Management Analyst, William Huber, Engineering and Building Director; Dawn Schanderl, Deputy City Clerk pRU� USE 15 San Juan Capistrano: Preserving the Post to Enhance the Fuliwc 0 0 2. INTRODUCTION OF COMMISSIONERS PRESENT AT MEETING (110.10) Marie Buckner and Joanne de Guevara, Housing Advisory Committee; Ilse Byrnes, Parks, Recreation and Equestrian Commission; Pastor Gary Tucker, president of the Chamber of Commerce; Gil Jones, former Mayor, and his wife Millie; Sue Hart; Joe Soto, Water Advisory Commission. Mayor Bathgate recognized' ouncil Member Hart and his wife Sue Hart for his year of service to the City as Mayor. ORAL COMMUNICATIONS: - None CONSENT CALENDAR Council Action: Moved by Council Member Campbell, seconded by Mayor pro tem John S. Gelff and carried unanimously, 5-0, to approve items 1, 3 through 5, 7, 9 & 10 as recommended by Staff. 1. MOTION TO READ ORDINANCES BY TITLE ONLY APPROVED. 2. APPROVAL OF MINUTES FROM THE REGULAR MEETING OF NOVEMBER 6, 2001 WITHDRAWN FROM THE AGENDA. 3. WARRANTS DATED NOVEMBER 15, 2001 IN THE AMOUNT OF $904,054.12, AND PAYROLL WARRANTS DATED NOVEMBER 8, 2001 IN THE AMOUNT OF $232,090.37 RECEIVED AND FILED. (300.30) 4. (38) CONSULTANT SERVICES AGREEMENTS APPROVED TO PROVIDE PLAN CHECK AND DESIGN SERVICES FOR ATHREE -YEAR TERM WITH TWO ONE- YEAR EXTENSIONS, NOT TO EXCEED $50,000 PER PROJECT PROPOSAL, PER YEAR. (630) 1 The following companies were awarded Consultant Services agreement: AMEC Earth & Environment, Inc.; Berryman & Henigar; Charles Abbott Associates; CgVL Engineers; KFM Engineering; Norris-Repke, Inc.; P & D Consultants; Peter & Associates; RBF Associates; Adams Streeter Civil Engineers; AKM Consulting Engineers; Boyle Engineering; DH Civil Engineering; Focus Engineering; Gong Enterprises; Hartzog & 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 0 0 Engineering; Lawson & Associates; Petra Geotechnical, Inc.; Austin -Foust Associates; Darnell & Associates; LSA Associates. 5. RESOLUTION NO. 01-12-04-02 ADOPTED ENTITLED "RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO, CALIFORNIA APPROVING THE APPLICATION FOR GRANT FUNDS FOR THE ROBERTI- Z'BERG-HARRIS URBAN OPEN SPACE AND RECREATION PROGRAM UNDER THE SAFE NEIGHBORHOOD PARKS, CLEAN WATER, CLEAN AIR, AND COASTAL PROTECTION BOND ACT OF 2000 FOR IMPROVEMENT OF THE OLD HIGH SCHOOL SPORTS COURTS" (930.20) 6. CONSIDERATION OF ISSUES - LOS RIOS HISTORIC PARKING LOT (CIP NO. 125) (600.30) Written Communications: Report dated December 4, 2001 from William M. Huber, Engineering and Building Director. Gil Jones, 31791 Los Rios Street, supported the recommended action and encouraged that the project be completed in a timely manner. Council Action: Moved by Council Member Hart, seconded by Council Member Swerdlin and carried unanimously, 5-0, to direct City staff to return to a future meeting with an analysis of the two options: 1. L-shaN�d 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 Niccoia's and Montanez property and the parking lot/RV storage; • A "nature walk" connecting to Ramos Street • Phased approach to allow the parking lot to be implemented as soon as possible within the City's fiscal limitations. Assumed within all option: • The parking lot will be asphalt rather than gravel or other less Improved surface. The RV storage lot will be gravel • The trees will be retained within the parking lot and RV storage to the maximum extent practical. Security issues will be carefully evaluated CC Minutes 5 12-4-01 0 12/04/01 AGENDA ITEM E 4 TO: George Scarborough, City Manager FROM: William M. Huber, Director of Engineering and Building SUBJECT: Consideration of Master Agreements for Long -Term Plan Check and Design Services Team RECOMMENDATION By motion, approve 38 consultant service agreements to provide Plan Check and Design Services fora (3) yearterm with (2) one-year extensions, notto exceed $50,000 per project proposal, per year. A. Summary and Recommendation The concept of a Plan Check Team was originally introduced in 1992 and, to date, has worked very well. It was created as a means to improve service delivery to resident and developer plan check. The concept has proven successful in that it has resulted in improved efficiencies. Our current contracts expire on December 31, 2001. Therefore, staff has solicited proposals and is requesting that 38 firms be recommended for a three-year term with two one-year extensions. B. Background History On January 21, 1992, City Council approved the concept of creating a plan check consultant team consisting of a select group of consultants. The team concept creates a long-term contract with each consultant. The purpose of the team concept is to have available consultants with pre -approved contracts and insurance in place and ready to go to work. The team concept allows staff to expeditiously process all consultant plan checking. In addition, the plan check team agreements all required that they perform their services at a specified percentage of the City's fees, which guarantees costs and assures that City staff is also compensated for processing from the remaining balance. All consultants agree to a fee not to exceed 65% and 80% depending upon the type of plan check. In many instances, the fees are negotiated lower, especially on larger projects. Upon expiration of the initial three year term, and having had a positive experience with this concept, the master listing was reviewed, updated, and again brought to Council for approval in January 1997. The updated listing included design services in addition to plan check services. FOR CITY COUNCIL AGENDA 00 0 0 Agenda Item Page 2 December 4, 2001 2. Selection Process A Request for Proposal was sent to 44 firms. Many of these firms were on the existing list, with others being added at a staff member's request. Of the 44 firms, 38 responded with proposals. The proposals included general engineering and building firms, as well as a number of specialty firms. The specialty firms include areas such as geotechnical, traffic, building structural and water quality services. A review team consisting of the Department Director and an Administrative Assistant reviewed the proposals for the following elements: • Consistency with the scope of work • Ability to meet schedules • Past performance of similar work • Individual(s) specified to work on projects • Ability to meet fee requirements • Qualifications of firm in handling required work Staff believes that all 38 firms qualify based on the above criteria. As this is a three-year contract with two one-year extensions, there is no need to narrow the field. Staff prefers to spread projects among the teams as work becomes available. This provides more flexibility and allows work to be performed in a more efficient and timely manner. The following list shows the consultants and their areas of expertise: General Engineering and Building Services AMEC Earth & Environment, Inc. Berryman & Henigar Charles Abbott Associates, Inc. CgVL Engineers KFM Engineering Norris-Repke, Inc. P & D Consultants, Inc. Peter & Associates RBF Associates General Engineering Only Adams Streeter Civil Engineers, Inc. AKM Consulting Engineers 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. E Agenda Item Page 4 December 4, 2001 Process rJ 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 Mil U ALTERNATE ACTIONS By motion, approve 38 consultant service agreements to provide Plan Check and Design Services for a (3) year term with (2) one-year extensions, not to exceed $50,000 per project proposal, per year. 2. Do not approve. 3. 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, Prepared By, 44 William M. Huber, P.E. Jill Thomas Director, Engineering and Building Administrative Assistant W M H/jt Attachments 1. Request for Proposal 2. Sample Personal Service Agreement— Original agreements for each individual firm are available in the City Clerk's office. 32400 PASEO ADELANTO SAN .JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.sanjuancapistrano.org Jia„ • II(Pflllfll Isunluu ? 1961 1776 REQUEST FOR PROPOSAL for Professional Consulting Services to MEMBERS OF THE CITU COUNCIL DIANE L 6ATHGATE JOHN S. GELFF JOHN GREINER WYATT HART CAYTD 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. 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:W p.m., September 21, 2001. Proposals will not be accepted after this time. FORM OF PROPOSAL Consultant proposals shall contain the following: 1. Statement of qualifications clearly indicating the services in which the firm is interested; 2. Statement/discussion of services provided, including anticipated turnaround times and ability of firm to handle requests on an as -needed basis; 3. Resumes of key personnel for various service areas; 4. Consultant fee schedules, including hourly rates and proposed flat fees; 5. Completed consultant self rating form included with this request for proposal. EVALUATION OF PROPOSALS The City of San Juan Capistrano is interested in selecting consultants who have the experience and expertise to render plan checking, engineering and architectural services in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist primarily of four parts: 1. Consultants' experience 2. Consultants' expertise 3. Consultants' ability to handle volume and meet time frames 4. Consultants' costs Request for Proposal Page 3 It is important to the City that you identify the persons you will assign to various functions, at which office they are assigned and whether they are full-time employees of your firm. You should also address any conflict of interest that may exist and commel it on solutions. The City of San Juan Capistrano reserves the right to reject any and all proposals. Nonacceptance of any proposal will not imply criticism , `the proposal 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 0 Request for Proposal Page 4 2. Provide comprehensive plan review or design services as directed for the following elements: a. Geotechnical review/design b. Street improvements c. Storm drain/hydrology reports/design d. Traffic/striping improvements e. Traffic studies f. Sewer improvements g. Landscaping improvements h. Subdivision map checking i. Structures (i.e., bridges) j. Inspection services k. Pavement analysis I. Architectural design m. Drafting n. Water quality design and review C. Document Transmittal Pick up and resubmit plans to the City via the Building & Safety Division or Engineering Division counter. D. Performance Requirements 1. Plan Check Services Render and remit a typed plan check correction/clarification list (two copies) to the Engineering & Building Department within 10 working days from notification by the City. 2. Engineering/Architectural Services Complete services in a thorough and efficient manner, on time and within the approved fee schedule. 0 0 Request for Proposal Page 5 E. Fee Schedules 1. Engineering Fees a. Plan Check Engineering fees will be determined for plan check services based on the attached fee schedule. The consultant shall bill on an hourly basis, not to exceed 75% of the total fee, and fees may be negotiated lower if, in the determination of the City, a lower fee is warranted. b. Design/Architectural Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. 2. Building Fees a. Plan Check Total plan check at 80% of base plan check fee paid by applicant not including any surcharges (base plan check fee). Base plan check fee will be 65% of building permit fee, not including surcharges. Structural plan check is not to exceed 60% of base plan check fee, not including any surcharges. b. Other Services Services will be negotiated on a project -by -project basis based on a pre - agreed scope of work. Payment will be as determined by the City project manager. F. Maintenance of Records The consultant will maintain all books, documents, papers, employee time sheets, accounting records/ledgers and other evidence pertaining to costs incurred and shall make such materials available at their respective offices at all reasonable times during the contract period and for three years from the date of final payment for inspection by the City. The consultant shall furnish copies, if requested. Request for Proposal Page 6 CITY'S RESPONSIBILITY The City shall perform the tasks as set forth herein: A. Establishment of Valuation (Plan Check Services Only) Assign a valuation to the proposed work in accordance with the appropriate Engineering or Building Division standards. The City shall collect all fees from the applicant in connection with the services. B. Proiect submittals City will supply all necessary documentation/specifications, reports, studies, calculations, etc., to Consultant as is readily available at the City. C. Coordination City will serve as project coordinator. On plan checking, the City will be responsible for notifying the applicant when plans with corrections are available to pick up. The City will route plans (preliminary/revised) to and from the Consultant. SELECTION PROCESS The Selection Committee, comprised of the Engineering & Building Director, Development Services Manager and two Senior Engineers, will review the proposals submitted. Candidates will be selected based on the proposals submitted, including qualifications of staff, proposed fee schedules and ability to handle work load in a timely manner. Very truly yours, William M. Huber Engineering and Building Director W M H: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 "1" being your strongest area of expertise and "10" being a competent area of expertise. "N" or no rating will indicate no interest or company expertise in that field. BUILDING SERVICES ENGINEERING SERVICES Geotechnical Review Geotechnical Design, Review & Analysis Electrical Review and Analysis Street Improvements Mechanical Review and Analysis Storm Drain improvements & Hydrology Studies Plumbing Review and Analysis Traffic Circulation Studies Energy Calculations Traffic/Striping Improvements Handicapped Provisions Sewer Facilities Improvements Inspection Services Landscaping Improvements Grading Plans Subdivision Map Checking Structures Inspection Services Pavement Analysis Survey Drafting Services Water Quality Design and Review FIRM NAME: RATER: DATE: .2001 ENGINEERING FEES • Enaineerina Documents and Records - Microfilm/Digital Storage' .............. .:... ......... ..... $1.00 per sheet - Document and Record Retrieval/Research/Review ... ............. $40.00 per hour (Minimum Charge - One Hour) - Digital Ortho Photo Imaging ............. ...... ... ... .... $500 per foot tile (Includes $400 per foot tile + 2 hour mim staff time @ $50 per hour) - GIS Information Requests ..................................... As determined by City Engineer *Each person, firm or corporation shall pay a microfiche or digital storage fee for permit applications, plans, specifications, calculations, soils reports, and all pertinent data required to be maintained by state regulations, per sheet. Lot Line Adjustment - Submittal and Processing ................................ $1,750 Map Processing (Due with Map Submittal) - Tract maps* ........................................... $1,000, Plus $100 per lot Public improlement plans (Due with Plan Submittal) or unit up to 25, plus $50 per lot or = unit over 25 - Parcel maps ........................................... $1,000, plus $100 per lot/unit - Records of survey ...................................... $500, plus $50 per lot - CC&R's ............................................$500 $1,200, plus $1 per 0.1 acre *Duplicate Mylar Deposit ... ....... .. .. ... $20 per sheet Improvement Plan Processing As determined by City Engineer Public improlement plans (Due with Plan Submittal) ($500 min) - Submittal $7,000 $500 to $1,000 - Checking 3% of construction costs As determined by City Engineer - Hydrology/Hydraulic Studies (0-20 Acres) ................... $4.50 per 0.1 acre ($450 min) - HydrologylHydrautic Studies (Over 20 Acres) ................ $1,200, plus $1 per 0.1 acre Engineering Inspection Fee .. 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 $500 - Checking 3% of construction costs Mao/Plan Processina Administration Includes the preparation and processing of agreements, ......... 3 /_°/ of improvement costs resolutions, City Council and Commission agenda reports, ($Soo 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 0 0 Sureties and Deposits (Due prior to app, oval of Improvement ....... ... .......$1170 per acre Agreement or Encroachment Permit Issuance, whichever is applicable) $860 per acre Faithful performance surety $320 per acre (released one year after the notice of completion) ............. 100% of construction costs Labor and material surety .....$780 per acre (released upon the completion of the project) ............. 100% of construct oncosts Monumentation surety (released upon the Engineer's certification of work) ........... 100% of monumentation costs Water surety ............................................ As required by Capistrano — Valley Water District Parks & Recreation Fee (*see below) Fee for 49 units or less - Single family detached dwelling units ................... ......... $4,840 per unit - Attached Units, including duplex, townhomes & apan, nts........... $4,390 per unit - Mobile Homes $2,877 per unit Fee for 50 units or more (Land dedication may be. . ......... u units x occupancy factor* substituted fpr fee) ............................................ x 5 acr/1000 occ x $302,500 acr 'Occupancy Factor - Single Family ............................................ 3.2 occlunit - Attached units, including duplex, townhouse & apartments........ ... 2 9 occ/unit - Mobile Homes ....................... ............. ...... 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 ... .... .. area or fraction thereof Agricultural Preservation (Due Prior to Building Permit) - Residential ................................. .......... $500 per unit - Commercial/Non-Residential .. ..... .... ... ............ .. $1000 per acre Drainage Area Fees ('see below) -L01 ..................... ....... ... .......$1170 per acre - L02 $860 per acre - L03 $320 per acre -L05 ...................... ......... .........$170 per acre - M01 ...................................... .....$780 per acre - L01 S02 $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 Avricultural Preservation Fees are due prior to Building Permit Issuance for all Secondary Dwelling Units Revised 6/01, c \wpwin\wpdocs\other\fees 2of2 0 32400 PASEO ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 FAX wvvw.sanjuancapistrano. org April 12, 2005 Mr. Paul Rodriguez Urban Crossroads 3403 Tenth Street, Suite 305 Riverside, CA 92501 Re: CTFP Review Dear Mr. Rodriguez, MEMBERS OF THE CITY COUNCIL SAM ALLEVATO DIANE BATHGATE WYATT HART JOE SOTO DAVID M. SWERDLIN The following response is provided as a follow up to the City's responses of March 24 and 31, 2005 in response to your faxed comments of March 16, 2005. Junipero Serra Road/ Rancho Vieio Road Intersection 1. Issue: ICU Worksheets Recommendation: Unattributed excerpt from development traffic study provided. Provide ICU worksheet with turning movement volumes and base year information with and without improvements. Response: Enclosed I believe this completes all information requested. If you have any questions, please contact me at (949) 443-6353. truly yours 2 Brian perry Senior Civil Engineer BP:gdv Enclosures: Junipero Serra Road/ Rancho Viejo Road Intersection ICU Worksheets San Juan Capistrano: Preserving the Past to Enhance the Future CIO Prinletl on recvcletl cdoer 0 MEMORANDUM DATE: March 28, 2005 TO: Alan Oswald, City of San Juan Capistrano FROM: Bill E. Darnell, P.E. D&A Ref. No: 050112 - SIC Misc. RE: Rancho Viejo Road/Junipero Serra Road 0 Per your direction, we have analyzed the Rancho Viejo Road/Junipero Serra Road intersection using existing traffic volumes (August 2004) and existing travel lanes, compared to the proposed travel lanes on growth traffic (2% per year for four years). The table below provides the results of the ICU analysis. Worksheets are attached to this memo. If you have any questions, please contact this office. INTERSECTION CAPACITY UTILIZATION Rancho Viejo Road/Juni ero Serra Road AM Peak PM Peak ICU LOS ICU LOS Existing 0.731 C 0.668 B Proposed 0.460 A 0.419 A 050112-RanchoViejo-tmp 0 INTERSECTION CAPACITY UTILIZATION (ICU) - SPLIT PHASE Intersection: Rancho Viejo/Junipero Serra Date: 8/2004 Condition: EXISTING Lane Capacity: 1700 Movement Number of Lanes Lane I Capacity AM PEAK Volume V/C PM PEAK Volume V/C NL 1 1700 256 0.151 * 243 0.143 NT 2 3400 235 0.069- 172 0.051 - NR 0 0 0 0.000 0 0.000 SL 1 1700 11 0.006- 3 0.002 - ST 1 1700 188 0.111 * 187 0.110 * SR 1 1700 512 0.301 481 0.283 EB 2 3400 781 0.230 * 654 0.192 * WB 2 3400 6 0.002 * 27 0.008 * N+S Critical Move E+W Critical Move NB Right Turn Comp. SB Right Turn Comp. Clearance Interval 0.261 0.253 0.231 0.200 0.000 0.000 0.189 0.165 0.050 0.050 ICU 0.731 0.668 LOS C B 0 INTERSECTION CAPACITY UTILIZATION (ICU) - SPLIT PHASE Intersection: Rancho Viejo/Junipero Serra Date: 8/2004 Condition: PROPOSED (INCLUDES GROWTH+LANES) Lane Capacity: 1700 0 Movement Number of Lanes Lane Capacity AM PEAK Volume V/C PM PEAK Volume V/C NL 2 3400 277 0.082 * 263 0.077 NT 2 3400 255 0.075- 186 0.055 - NR 0 0 0 0.000 0 0.000 SL 1 1700 12 0.007- 3 0.002 - ST 1 1700 204 0.120 * 203 0.119 * SR 2 3400 554 0.163 521 0.153 EB 3 5100 846 0.166 * 708 0.139 * WB 2 3400 6 0.002 * 29 0.009 * N+S Critical Move E+W Critical Move NB Right Turn Comp. SB Right Turn Comp. Clearance Interval 0.201 0.197 0.168 0.147 0.000 0.000 0.041 0.025 0.050 0.050 ICU 0.460 0.419 LOS A A