01-1204_VAN DELL & ASSOCIATES, INC._Personal Services AgreementPERSONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this
2001, by and between the City of San
(hereinafter referred to as the "City") and Van Dell and
(hereinafter referred to as "Consultant").
RECITALS:
4�day of
Juan Capistrano
Associates, 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.
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Section 3. Compensation.
3.1 Consultant contract billings may be submitted on the consultant's
forms and, at a minimum, should contain the following:
Title or project(s)
Purchase order number
Total approved purchase order 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.
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Section 4. Independent Contractor.
It is agreed that Consultant shall act and be an independent contractor and not
an agent or employee of City, and shall obtain no rights to any benefits which accrue to
City's employees.
Section 5. Limitations Upon Subcontracting and Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals
and employees were a substantial inducement for City to enter into this Agreement.
Consultant shall not contract with any other entity to perform the services required
without written approval of the City. This Agreement may not be assigned, voluntarily or
by operation of law, without the prior written approval of the City. If Consultant is
permitted to subcontract any part of this Agreement by City, Consultant shall be
responsible to City for the acts and omissions of its subcontractor as it is for persons
directly employed. Nothing contained in this Agreement shall create any contractual
relationships between any subcontractor and City. All persons engaged in the work will
be considered employees of Consultant. City will deal directly with and will make all
payments to Consultant.
Section 6. Changes to Scope of Work.
In the event of a change in the Scope of Work provided for in the contract
documents as requested by the City, the Parties hereto shall execute an addendum to
this Agreement setting forth with particularity all terms of the new agreement, including
but not limited to any additional Consultant's fees.
Section 7. Familiarity with Work and Construction Site.
By executing this Agreement, Consultant warrants that: (1) it has investigated
the work to be performed; (2) it has investigated the proposed construction site,
including the location of all utilities, and is aware of all conditions there; and (3) it
understands the facilities, difficulties and restrictions of the work under this Agreement.
Should Consultant discover any latent or unknown conditions materially differing from
those inherent in the work or as represented by City, it shall immediately inform City of
this and shall not proceed with further work under this Agreement until written
instructions are received from the City.
Section 8. Time of Essence.
Time is of the essence in the performance of this Agreement.
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Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and
regulations of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the contract period, Consultant shall have delivered to City
at least one (1) copy of any final reports and architectural drawings containing
Consultant's findings, conclusions, and recommendations with any support
documentation. All reports submitted to the City shall be in reproducible format.
All services to be rendered hereunder shall be subject to the direction and
approval of the City.
Section 12. Ownership of Documents.
All reports, information, data and exhibits prepared or assembled by Consultant
in connection with the performance of its services pursuant to this Agreement are
confidential to the extent permitted by law, and Consultant agrees that they shall not be
made available to any individual or organization without prior written consent of the City.
All such reports, information, data, and exhibits shall be the property of the City and
shall be delivered to the City upon demand without additional costs or expense to the
City. The City acknowledges such documents are instruments of Consultant's
professional services.
Section 13. Indemnity.
Consultant agrees to protect, defend and hold harmless City, its elected and
appointed officials and employees from any and all claims, liabilities, expenses or
damages of any nature, including attorneys' fees, for injury or death of any person or
damage to property or interference with use of property and for errors and omissions
committed by Consultant arising out of or in connection with the work, operation or
activities of Consultant, its agents, employees and subcontractors in carrying out its
obligations under this Agreement.
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Section 14. Insurance.
Insurance required herein shall be provided by Admitted Insurers in good
standing with the State of California and having a minimum Best's Guide Rating of A -
Class VII or better.
14.1 Comprehensive General Liability.
Throughout the term of this Agreement, Consultant shall maintain in full
force and effect Comprehensive General Liability coverage in the following minimum
amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to
contractual period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period.
14.2 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full
force and effect Comprehensive Automobile Liability coverage, including owned, hired
and non -owned vehicles in the following minimum amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to
contractual period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period
14.3 Worker's Compensation.
If Consultant intends to employ employees to perform services under this
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Worker's Compensation Employer's Liability Insurance in the statutory amount as
required by state law.
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14.4 Proof of Insurance Requirements/Endorsement.
Prior to beginning any work under this Agreement, Consultant shall submit
the insurance certificates, including the deductible or self -retention amount, and an
additional insured endorsement to the Consultant's general liability and umbrella liability
policies using ISO form CG 20 10 11 85 (in no event with an edition date later than
1990) to the City's General Counsel for certification that the insurance requirements of
this Agreement have been satisfied.
14.5 Errors and Omissions Coverage
Throughout the term of this Agreement, Consultant shall maintain Errors
and Omissions Coverage (professional liability coverage) in an amount of not less than
One Million Dollars ($1,000,000). Prior to beginning any work under this Agreement,
Consultant shall submit an insurance certificate to the City's General Counsel for
certification that the insurance requirements of this Agreement have been satisfied.
14.6 Notice of Ca ncellation/Term!nation of Insurance.
The above policy/policies shall not terminate, nor shall they be cancelled,
nor the coverages reduced, until after thirty (30) days' written notice is given to City,
except that ten (10) days' notice shall be given if there is a cancellation due to failure to
pay a premium.
14.7 Terms of Compensation.
Consultant shall not receive any compensation until all insurance
provisions have been satisfied.
14.8 Notice to Proceed.
Consultant shall not proceed with any work under this Agreement until the
City has issued a written "Notice to Proceed" verifying that Consultant has complied
with all insurance requirements of this Agreement.
Section 15. Termination.
City and Consultant shall have the right to terminate this Agreement without
cause by giving thirty (30) days' advance written notice of termination to the other party
In addition, this Agreement may be terminated for cause by providing ten (10)
days' notice to the other party of a material breach of contract. If the other party does
not cure the breach of contract, then the agreement may be terminated subsequent to
the ten (10) day cure period.
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Section 16. Notice.
All notices shall be personally delivered or mailed to the below listed addresses,
or to such other addresses as may be designated by written notice. These addresses
shall be used for delivery of service of process:
To City: City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: Director of Engineering and Building
To Consultant: Van Dell and Associates, Inc.
17801 Cartwright Road
Irvine, CA 92714
Section 17. Attorneys' Fees.
If any action at law or in equity is necessary to enforce or interpret the terms of
this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs
and necessary disbursements in addition to any other relief to which he may be entitled.
Section 18. Dispute Resolution.
In the event of a dispute arising between the parties regarding performance or
interpretation of this Agreement, the dispute shall be resolved by binding arbitration
under the auspices of the Judicial Arbitration and Mediation Service ("JAMS").
Section 19. Entire Agreement.
This Agreement constitutes the entire understanding and agreement between the
parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
CITY OF SAN JUAN CAPISTRANO
By:
CONSULTANT- VAN DELL AND ASSOCIATES, INC.
By: `%?%`2 &
Mohammad R. Heiat, President
ATTEST:
M ga et R. Monahan, City Clerk
APPROVED AS TO FORM:
qj'-�
John R. Aaw, City Attorney
EXHIBIT A
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuancapistrano.org
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1776
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
ME`.MRS OF THE CITY COUNCIL
q L BATHGAIE
JOHN S. GELFF
JOHN GREINER
WATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
PERFORM AND EXECUTE BUILDING AND ENGINEERING PLAN CHECKING,
GRADING PLAN CHECKING, REVIEW OF GEOTECHNICAL REPORTS, MAP
CHECKING, ENGINEERING AND ARCHITECTURAL SERVICES
GENERAL INFORMATION
It is the intent of the City of San Juan Capistrano, Department of Engineering & Building,
to establish a team of consultants to facilitate both building and engineering plan check,
engineering and architectural services. The services are generally described herein and
are intended to supplement staffs efforts where specific expertise is required or time
constraints necessitate consultant assistance. From the proposals, a team of consultants
will be selected who best represent expertise across the various specialty areas. The team
will become part of a four-year program in which the work load will be spread among the
team members. Work will be parceled out on an as -needed basis, and no specific
guarantee can be given as to the annual fees for consultant usage.
The consultant team will only be modified in the event consultants are dropped from the
list due to corporate changes or it is deemed by the City that additional consultants are
warranted.
INVITATION TO RESPOND
The Cityof 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.
onus use
Is
San Juan Capistrano: Preserving the Past to Enhance the Future
Request for Proposal Page 2
SUBMISSION OF PROPOSAL
Proposals may by submitted by mail or hand delivered. Proposals should be delivered to:
William M. Huber, Engineering & Building Director
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
no later than 5:0.0 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. Resum6s of key personnel for various service areas;
4. Consultant fee schedules, including hourly rates and proposed flat fees;
5. Completed consultant self rating form included with this request for proposal.
EVALUATION OF PROPOSALS
The City of San Juan Capistrano is interested in selecting consultants who have the
experience and expertise to render plan checking, engineering and architectural services
in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist
primarily of four parts:
1. Consultants' experience
2. Consultants' expertise
3. Consultants' ability to handle volume and meet time frames
4. Consultants' costs
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Request for Proposal Page 3
It is important to the City that you identify the persons you will assign to various functions,
at which office they are assigned and whether they are full-time employees of your firm.
You should also address any conflict of interest that may exist and comment on solutions.
The City of San Juan Capistrano reserves the right to reject any and all proposals.
Nonacceptance of any proposal will not imply criticism of the proposal or that any proposed
service was deficient. All participating candidates will be notified of the decision reached.
CONSULTANT'S RESPONSIBILITY
The Consultant shall perform the tasks as set forth herein:
A. Building Services
Review construction documents in accordance with the following uniform model
codes as amended by City ordinance:
a. Uniform Building Code -1998 California Building Code
b. Uniform Plumbing Code - 1998 California Plumbing Code
c. Uniform Mechanical Code - 1998 California Mechanical Code
d. National Electrical Code - 1996 Edition
e. California Code of Regulations - Title 24
2. Provide a comprehensive plan review as directed or provide only specified plan
review elements as follows:
a. Structural review and analysis of design and calculations
b. Inspection services
c. Other building services as may be defined
3. Provide geotechnical review and consultation regarding soil problems, features
or events.
B. Enoineering/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
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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.
for
E. Fee Schedules
Engineering Fees
a. Plan Check
Engineering fees will be determined for plan check services based on the
attached fee schedule. The consultant shall bill on an hourly basis, not to
exceed 75% of the total fee, and fees may be negotiated lower if, in the
determination of the City, a lower fee is warranted.
b. Design/Architectural
Services will be negotiated on a project -by -project basis based on a pre -
agreed scope of work. Payment will be as determined by the City project
manager.
Building Fees
a. Plan Check
Total plan check at 80% of base plan check fee paid by applicant not
including any surcharges (base plan check fee). Base plan check fee will be
65% of building permit fee, not including surcharges.
Structural plan check is not to exceed 60% of base plan check fee, not
including any surcharges.
b. Other Services
Services will be negotiated on a project -by -project basis based on a pre -
agreed scope of work. Payment will be as determined by the City project
manager.
F. Maintenance of Records
The consultant will maintain all books, documents, papers, employee time sheets,
accounting records/ledgers and other evidence pertaining to costs incurred and shall
make such materials available at their respective offices at all reasonable times
during the contract period and for three years from the date of final payment for
inspection by the City. The consultant shall furnish copies, if requested.
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Request for Proposal Page 6
CITY'S RESPONSIBILITY
The City shall perform the tasks as set forth herein:
A. Establishment of Valuation (Plan Check Services Only)
Assign a valuation to the proposed work in accordance with the appropriate
Engineering or Building Division standards. The City shall collect all fees from the
applicant in connection with the services.
B. 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
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CONSULTANT SELF -RATING FORM
Consultants are asked to rate their expertise in the various fields listed below. The
information will be used by Staff in selecting consultants on specific types of work.
Consultants may rate themselves high on more than one category, but should not rate the
same in more than three categories. Building plan check and Engineering plan check are
considered separate services and should be rated independent of one another.
On a scale of 1 to 10, rate yourself with "l " being your strongest area of expertise and "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
ENGINEERING FEES •
Enalneeripa 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 orcorporation shall pay a microfiche ordigital storage fee forpermit 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 Procossina (Due with Map Submittal)
- Tract maps* ........................................... $1,000, plus $100 per lot
or unit up to 25, plus $50 per lot or
unit over 25
- Parcel maps ........................................... $1,000, plus $100 per lottunit
- Records of survey ...................................... $500, plus $50 per lot
-CC&R's ............................................$500
*Duplicate Mylar Deposit ............................................. $20 per sheet
Improvement Plan Processing
Public improvement plans (Due with Plan Submittal)
- Submittal $1,000
- Checking 3% of construction costs
- Hydrology/Hydraulic Studies (0-20 Acres) ...................
$4.50 per 0.1 acre ($450 min)
- Hydrology/Hydraulic Studies (Over 20 Acres) ................
$1,200, plus $1 per 0.1 acre
over 20 acres ($4,000 max)
- Sewer Studies (0-20 Acres) ...............................
$4.50 per 0.1 acre ($450 min)
- Sewer Studies (Over 20 Acres) ............................
$1,200, plus $1 per 0.1 acre
over 20 acres ($4,000 max)
Private Improvement Plan Processing (Due w/Plan Submittal)
- Submittal $500
- Checking 3% of construction costs
Map/Plan Processing Administration
Includes the preparation and processing of agreements, ......... 3 %% of improvement costs
resolutions, City Council and Commission agenda reports, ($500 min). Payable prior to
presentation to commissions/boards, field investigation improvement plan approval)
(Does not include advertising & recording fees)
Easements (Mod lfcation/Processing) ........................ As determined by City Engineer
(Does not include advertising & recording fees) ($500 min)
Street cut deposit for less than 500 square feet** ............... $500 to $1,000
Street cut deposit - over 500 square feet** .................... As determined by City Engineer
**Refundable Deposit (upon completion of work)
Permit Issuance Fee.....................................$40
Engineering Inspection Fee . . ... ... .. $50 per hour
Elevation Certificates (FEMA) .............................. $40
Miscellaneous Fees ............ .............. ...As determined by City Engineer
Development Inspections (Due Prior to Plan Approval)
Improvement costs up to $100,000 .............:............ 3 112% of improvement costs,
with a minimum of $100
Improvement costs $100,000 and over ....................... $3,500, plus 3% of improve-
ment costs over $100,000
1 of 2
Fee for 50 units or more (Land dedication may be .................... a units x occupancy factor
substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr
'Occupancy Factor
- Single Family ............................................ 3.2 occ/unit
- Attached units, including duplex, townhouse & apartments ........... 2.9 occ/unit
- Mobile Homes .............................. I ............. 1.8 occlunit
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
. I... I...............................................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
Sureties and Deposits (Due prior to approval of Improvement
per acre
Agreement or Encroachment Permit Issuance, whichever is applicable)
per acre
Faithful performance surety
per acre
(released one year after the notice of completion) .............
100% of construction costs
Labor and material surety
......... ......... '.......$1470 per acre
(released upon the completion of the project) ................
100% of construction costs
Monumentation surety
(released upon the Engineer's certification of work) ...........
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 .................... a units x occupancy factor
substituted for fee) ............................................ x 5 acr/1000 occ x $302,500 acr
'Occupancy Factor
- Single Family ............................................ 3.2 occ/unit
- Attached units, including duplex, townhouse & apartments ........... 2.9 occ/unit
- Mobile Homes .............................. I ............. 1.8 occlunit
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
. I... I...............................................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 .............. I.............................$860
per acre
-L03 ............ I ...............................$320
per acre
-L05 ............................................$170
per acre
- M01 .............. I.............................$780
per acre
-LO1S02 ................. 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 Dwelling Units
Revised 6/01; clvvpvviMwpdocskother\fees
2 oft
4. FEE SCHEDULE
VAN DELL AND ASSOCIATES, IN
FEE SCHEDULE
Professional Consulting Services
forthe
City of San Juan Capistrano
Effective September 1, 2001
Staff Class cation
Clerical/Support Staff
CADD Operator/Drafter
Design/Survey Staff
Senior Professional Staff/Project Manager
Principal
Two -Man Survey Crew
Three -Man Survey Crew
EXHIBIT B
Hourly Rate
$ 40.00
$ 75.00
$ 95.00
$123.00
$147.00
$170.00
$200.00
Notes:
t. Billing will be every four weeks. Invoices are due and payable on Presentation.
2. Sovertime, when undays and holiidayys wa be surcthe otient, vAll be sumhwgbd at a rate of 13516 or harged at Me of of the standard hourly the standard hourly rates.
at
REIMBURSEABLE EXPENSES:
The use of company or employee vehicles for extraordinary trips will be billed at $0.345 per mile.
Prints, messenger service, subsistence, air travel, and other direct expenses will be charged at
cost plus 10%. The services of sub-consultants/subcontractors will be charged at cost plus 10%
to cover administrative and overhead expenses.
1..WARKETWAP1 iWVS--u-VC'PW"-''x Page 20
(Alan}g• RAOR
VANDELL n fi r ll U�
ACORDn CERTIFICAS OF LIABILITY
INSU CE
DATE (MMIDD
0617/20051
PRODUCER
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Dealey, Renton & Associates
P. O. Box 10550
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Santa Ana, CA 92711-0550
POLICY E CT E
ATE M EFFECTIVE
714 427-6810
INSURERS AFFORDING COVERAGE NAIC #
INSURED
Van Dell and Associates Inc
17801 Cartwright Road
Irvine, CA 92614
INSURER A: United States Fidelity & Guaranty
INSURER B St. Paul Fire & Marine Ins. Co.
INSURER C:
INSURER O:
NSURER E:
EACH OCCURRENCE $1000000
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
NS
TYPE OF INSURANCE
POLICY NUMBER
POLICY E CT E
ATE M EFFECTIVE
PIRA
POLICY EXTION
ATE EX
OMITS
A
GENERAL LIABILITY
BKO1461810
09/01/04
09/01/05
EACH OCCURRENCE $1000000
X COMMERCIAL GENERAL LIABILITY
General Liab.
DPREMISES IFA occurrence)AMAGE TO RENTED $1 000,000
CLAIMS MADE OOCCUR
excludes claims
MEDEXP(Anyoneperson) $10000
PERSONAL B ADV INJURY $1 000 000
arising out of
GENERALAGGREGATE s2.000.000
the performance
GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS-COMP/OP AGO $2000000
of professional
POLICY JEPROC LOC
services.
A
AUTOMOBILE
LIABILITY
BA01196876
09/01/04
09/01/05
COMBINED SINGLE LIMIT
X
ANY AUTO
(Ea accident) $1 000,000
BODILY INJURY
ALL OWNED AUTOS
SCHEDULED AUTOS
(Per person) $
BODILY INJURY $
X
HIRED AUTOS
X
NON -OWNED AUTOS
(Peraccident)
PROPERTY DAMAGE $
(Per accident)
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT $
OTHER THAN EA ACC $
ANY AUTO
AUTO ONLY: AGG $
ESS/UMBRELLA LIABILITY
EACH OCCURRENCE $
OCCUR FICLAIMS MADE
AGGREGATE $
$
$
DEDUCTIBLE
$
RETENTION $
B
WORKERS COMPENSATION AND
WVA7734844
11/24/04
11/24/05
X WCSLIMIT 0T11 -
EMPLOYERS' LIABILITY.
E.L. EACH ACCIDENT $1,000,000
ANY PROPRIETOR/PARTNERIEXECUTIVE
E.L. DISEASE - EA EMPLOYEE $1,000,000
OFFICER/MEMBER EXCLUDED?
If Yes, describe under
SPECIAL PROVISIONS below
E.L. DISEASE -POLICY LIMIT $1,000,000
B
OTHER Professional
OP03808780
06/16/05
06/16/06
$2,000,000, per claim
Liability
$2,000,000 annl aggr.
DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS
*Except 10 days notice of cancellation for non-payment of premium.
ALL OPERATIONS. - ON CALL ENGINEERING SERVICES.
CITY OF SAN JUAN CAPISTRANO IS NAMED AS AN ADDITIONAL INSURED IN REGARDS
TO GENERAL LIABILITY COVERAGE BUT ONLY AS RESPECTS TO WORK BEING PERFORMED
BY THE INSURED.
CITY OF SAN JUAN CAPISTRANO
ATTN: MEG MONAHAN, CITY CLERK
32400 PASEO ADELANTO
San Juan Capistrano, CA 92675
I ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
IEREOF, THE ISSUING INSURER WILL EMRANix9Qx-0NPIL Wn* DAYSWRITTEN
TO THE CERTIFICATE HOLDER NAMED TO THE LEFT. BIM SK]tlgrTD=3KK2WN.tx%
REPREfNTATIyE
f 0,&4t,
ACUKO 25 (2001/08) 1 of 1 #M130170 THC 0 ACORD CORPORATION 1988
Policy Number: BKO1461810
Owners Lessees or Contractors (Form B)
ADDITIbNAL INSURED
Change(s) Effective: 06/17/2005
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, CITY CLERK
32400 PASEO ADELANTO
San Juan Capistrano, CA 92675
SECTION II - WHO IS AN INSURED is amended to include as an insured the
person or organization shown in the Schedule, but only with respect to liability
arising out of 'your work" for that insured by or for you.
ALL OPERATIONS.
CUBF 22 40 03 95
Client#• 6496
VANDELL
ACORD,M CERTIFICA� OF LIABILITY
INSUMANCE
09/08/2004 Y'
PRODUCER
Dealey, Renton & Associates
P. 0. Box 10550
Santa Ana, CA 92711-0550
714 427-6810
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
INSURERS AFFORDING COVERAGE NAIC #
INSURED
Van Dell and Associates Inc
17801 Cartwright Road
Irvine, CA 92614
INSURERA: United States Fidelity & Guaranty
INSURER B: St. Paul Fire & Marine Ins. Co.
INsuRERc:
INSURER D.
INSURER E:
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
LTR
NSR
TYPE OF INSURANCE
POLICY NUMBER
DATE MWDD/YYE
POLICY
IMWDD/YY1
LIMITS
A
GENERAL LIABILITY
BKO1461810
09/01/04
09/01/05
EACH OCCURRENCE $1000000
X COMMERCIAL GENERAL LIABILITY
DAMAGE TO RENTED a1 000 000
PREMISES
CLAIMS MADE 51OCCUR
MED EXP (Any one person) $10,000
PERSONAL & ADV INJURY $1.000,000
GENERAL AGGREGATE s2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS - COMP/OP AGO $2000000
17 POLICY ECPRO LOC
T
A
AUTOMOBILE
X
LIABILITY
ANY AUTO
BKO1461810
09/01/04
09/01/05
COMBINED SINGLE LIMIT
(Ea accident) $1,000,000
BODILY INJURY
(Per person) $
ALL OWNED AUTOS
SCHEDULED AUTOS
BODILY INJURY $
(Per accident)
X
X
HIRED AUTOS
NON -OWNED AUTOS
PROPERTY DAMAGE $
(Per accident)
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT $
OTHER THAN EA ACC $
ANY AUTO
AUTO ONLY: AGG $
EXCESS/UMBRELLA LIABILITY
EACH OCCURRENCE $
OCCUR FICLAIMS MADE
AGGREGATE $
E
$
DEDUCTIBLE
$
RETENTION $
B
WORKERS COMPENSATION AND
WVA7734844
11/24/03
11/24/04
X WC STATU- DTH -
EMPLOYERS' LIABILITY
ANY PP.OPRIETOWPARTNER/EXECUTIVE
E.L. EACH ACCIDENT $1,000 000
E.L. DISEASE - EA EMPLOYE $1,000,000
OFFICER/MEMBER EXCLUDED?
If escn0e un der
desderSAL PROVISIONS below
E.L.DISEASE - POLICY LIMIT $1,000,000
OTHER
DESCRIPTION OF OPERATIONS / LOCATIONS /VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT/ SPECIAL PROVISIONS
*Except 10 days notice of cancellation for non-payment of premium.
ALL OPERATIONS. - ON CALL ENGINEERING SERVICES.
CITY OF SAN JUAN CAPISTRANO IS NAMED AS AN ADDITIONAL INSURED IN REGARDS
TO GENERAL LIABILITY COVERAGE BUT ONLY AS RESPECTS TO WORK BEING PERFORMED
BY THE INSURED.
CITY OF SAN JUAN CAPISTRANO
ATTN: MEG MONAHAN, CITY CLERK
32400PASEO ADELANTO
San Juan Capistrano, CA 92675
I ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
4EREOF, THE ISSUING INSURER WILL ENlnrlJ9)R0W*IL In* DAYS WRITTEN
TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, SWX%ZXR&yA=RQX"XXX
REPRESENTATIyE
f cL Lt//�•q�.-Il^
AUUKU ZD )LUUT/Ot$) 1 of 1 #M110635 THC 0 ACORD CORPORATION 1988
rlianls•RaaR
-'ANDELL _:�7;/i 0-(,7h W
ACORD- CERTIFICATE OF LIABILITY
INSUKANCE 12108/2004YYY)
PRODUCER
Dealey, Renton & Associates
P. O. Box 10550
Santa Ana, CA 92711-0550
714 427-6810
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
INSURERS AFFORDING COVERAGE NAIC #
INSURED
Van Dell and Associates Inc
17801 Cartwright Road
Irvine, CA 92614
INSURER A: United States Fidelity & Guaranty
INSURER B: St. Paul Fire & Marine Ins. Co.
INSURER C:
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
LTR
kDD'L
NSR
TYPE OF INSURANCE
POLICY NUMBER
POLICY EFFECTIVE
DATE MWDDM/
POLICY EXPIRATION
DATE MMIDDNY
LIMITS
A
GENERAL LIABILITY
BKO1461810
09/01/04
09/01/05
EACH OCCURRENCE S1000000
PREMIE TOE ENTEDn $1 ODD1 000
X COMMERCIAL GENERAL LIABILITY
General Llab.
CLAIMS MADE FxJ OCCUR
excludes claims
MED EAP (Any one person, $10,000
PERSONAL 8 ADV INJURY $1,000,000
arising out of
GENERAL AGGREGATE $2 000 000
the performance
GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS - COMPIOP AGG $2000000
Of professional
17 POLICY PRO JECT LOC
Services
A
AUTOMOBILE
X
LIABILITY
ANY AUTO
BA01196876
09/01/04
09/01/05
COMBINED SINGLE LIMIT $1,DDD,DDD
(Ea amdent
BODILY INJURY
(Per person) $
ALL OWNED AUTOS
SCHEDULED AUTOS
BOOILYINJURY
(Per acct dent $
X
X
HIRED AUTOS
NON -OWNED AUTOS
PROPERTY DAMAGE $
(Per accident)
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT $
OTHER THAN EA ACC S
ANY AUTO
AUTO ONLY AGG $
EXCESS/UMBRELLA LIABILITY
EACH OCCURRENCE $
OCCUR F—I CLAIMS MADE
AGGREGATE $
S
S
DEDUCTIBLE
$
RETENTION $
B
WORKERS COMPENSATION AND
WVA7734844
11/24/04
11/24/05
U-OTH-
X WC STATITS ER
EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE
EL EACH ACCIDENT s1,000,OOO
EL DISEASE - EA EMPLOYEE S1,000,000
OFFICER/MEMBER EXCLUDED?
If yes, tlescdbe under
SPECIAL PROVISIONS bet.
EL.DISEASE -POLICY LIMIT $1,000,000
OTHER
DESCRIPTION OF OPERATIONS / LOCATIONS /VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS
'Except 10 days notice of cancellation for non-payment of premium.
ALL OPERATIONS. - ON CALL ENGINEERING SERVICES.
CITY OF SAN JUAN CAPISTRANO IS NAMED AS AN ADDITIONAL INSURED IN REGARDS
TO GENERAL LIABILITY COVERAGE BUT ONLY AS RESPECTS TO WORK BEING PERFORMED
BY THE INSURED.
CITY OF SAN JUAN CAPISTRANO
ATTN: MEG MONAHAN, CITY CLERK
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 EWX*9xX11%0WI1_ fin* DAYSWRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUpx'7 RX=xx==XWAXXX
REPRE�NTATIyE
ACORD 25 (2001/OB) 1 of 1 #M116314 THC 0 ACORD CORPORATION 1988
0
32400 PASEO ADIII
SAN .JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuancapistrano.org
December 21, 2001
Van Dell & Assoc.
17801 Cartwright Rd
Irvine, CA 92714
Dear Sir or Madam:
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
JOHNS. GELFF
COLLENE CAMPBELL
MATT HART
DAVID M. SWERDLIN
CITY MANAGER
GEORGE SCARBOROUGH
1_,C i
t
r� (
One December 4, 2001 the City Council of San Juan Capistrano approved a Personal
Services Agreement with Van Dell & Assoc. 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 no evidence on file.
Should you begin a consulting assignment, this evidence will be required. Until that
time, the original agreement will be held on file.
If you have any questions regarding this agreement, please contact Jill Thomas,
Management Analyst, at (949) 443-6362. If you have questions related to the evidence
required under Section 14, please contact Dawn Schanderl, Deputy City Clerk, (949)
443-6310.
Sincerely, /
v l.�
M Mo ahan, CMC
C�ty Cler
(9 4 -6308
Enclosure: Copy of a partially executed agreement
cc: Jill Thomas, Management Analyst, William Huber, Engineering and Building
Director; Dawn Schanderl, Deputy City Clerk
DRUG USE
IS
8
San Juan Capistrano: Preserving the Past to Enhance the FutiI
1 • •
Professional Practice Insurance Brokers, Inc.
1
2244 Neat Coast Highway
Suite 200
Newport Beach, CA 92663
VSA
City of San Juan Capistrano
Attn: Meg Monahan
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
VSA
This document was brought to you by CertificatesNow.
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r } ;
ACORD
D CERTIFICA OF LIABILITY INSURANCE
°6/18/"°°09 ""'
06/18/
PRODUCER 1-949-729-0777
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Professional Practice Insurance Brokers, Inc.
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
POLICY EFFECTIVE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
2244 west Coast Highway
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Suite 200
XKM* EEw=KxxxxxxxxXxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Newport Beach, CA 92663
INSURERS AFFORDING COVERAGE
INSURED
Van Dell and Associates, Inc.
INSURER A: Everest National Insurance Co.
INSURER B:
COMMERCIAL GENERAL LIABILITY
17801 Cartwright Road
INSURER C:
INSURER D:
Irvine, CA 92614
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,
INSR LTR TYPE OF INSURANCE
POLICY NUMBER
POLICY EFFECTIVE
POLICY EXPIRATION
LIMITS
GENERAL LIABILITY
XKM* EEw=KxxxxxxxxXxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
San Juan Capistrano, CA 92675
EACH OCCURRENCE
$
FIRE DAMAGE (Anyone fire)
'$
COMMERCIAL GENERAL LIABILITY
CLAIMS MADE OCCUR
MEDEXP(Anyoneperson)
$
PERSONAL& ADV INJURY
$
GENERAL AGGREGATE
$
GENL AGGREGATE LIMIT APPLIES PER:
PRODUCTS - COMP/OP AGG
$
POLICY PRO_
RO JECTLOC
AUTOMOBILE
LIABILITY
ANY AUTO
COMBINED SINGLE LIMIT
(Ea accident)
$
BODILY INJURY
(Per person)
$
ALL OWNED AUTOS
SCHEDULED AUTOS
BODILY INJURY
(Per accident)
$
HIRED AUTOS
NON -OWNED AUTOS
PROPERTY DAMAGE
(Per acciden0
�$
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT
$
OTHER THAN EA ACC
$
ANY AUTO
$
AUTO ONLY: ASS
EXCESS LIABILITY
EACH OCCURRENCE
$
OCCUR E] CLAIMS MADE
AGGREGATE
$
$
DEDUCTIBLE
Is
RETENTION $
WORKERS COMPENSATION AND
WC STATUS OTH-
CRY LIMTEMPLOYERS'
LIABILITY
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYE $
E.L. DISEASE - POLICY LIMIT I $
OTHER
A Professional Liability
48AE001511041
06/15/04
06/15/05
Per Claim/Ann Agg 2,000,000
DESCRIPTION OF OPERATIONS/LOCATONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENTiSPECIAL PROVISIONS
All operations of the named insured.
ON CALL ENGINEERING SERVICES
CERTIFICATE HOLDER I I ADDITIONAL INSURED: INSURER LETTER: CANCELLATION
ACORD 25-S (7/97) coralim
1887603
Powered ByCertireatesNow"1
O ACORD CORPORATION 1�88�
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
City of San Juan Capistrano
DATE THEREOF, THE ISSUING INSURER WILL ffAM7MV4 MAIL 30 DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, OLWANHUREXIIIZIMID SHALL
Attn: Meg Monahan
32400 Paseo Adelanto
NR
XKM* EEw=KxxxxxxxxXxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
San Juan Capistrano, CA 92675
AUTHORIZED REPRESENTATIVE(%�,: I
USA
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ACORD 25-S (7/97) coralim
1887603
Powered ByCertireatesNow"1
O ACORD CORPORATION 1�88�
A� TI
CERFIC E OF LIABILITY INS ANCE 1� 0412003'Y"
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
P. O. Box 10550 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Santa Ana, CA 92711-0550
714 427-6810 INSURERS AFFORDING COVERAGE
INSURED - INSURER A: United States Fidelity & Guaranty
Van Dell and Associates Inc wsuR a:St. Paul -Fire-I& Marine Ins. Co.
801 Cartwright Road --- -
INSURER C:
Irvine, CA 92614
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.
INSRI, ITAI TYPE OF INSURANCE POLICY NUMBER POLICYEFFECTIVE POLICYEXPIDD1YY)'
LIMITS
A GENERAL LIABILITY BKO1461810
09/01/03 109/01/04
EACH OCCURRENCE
$'000,000__,--
$1,000,000
COMMERCIAL GENERAL LIABILITY
(FIRE DAMAGE (Any one fire
1$10000
iXi
CLAIMSMADE X OCCUR,
MED EXP (Anyone person)
PERSONAL& ADV INJURY
_
$1,900 ,000
s2,000 000
GENE RALAGGREG ATE
$2 000,000
GEN'L AGGREGATE LIMIT APPLIES PER:
PROD_ UCTS-COMP/OP AGG
�POLICY� 'PRO-jEC LOC
A AUTOMOBILE LIABILITY BA01196876 ,09/01/03 09101/04
X ANYAUTO
COMBINED SINGLE LIMIT
(Ea accitlent) _ -
$1,000,000
$
ALLOWNEDAUTOS
I
SCHEDULED AUTOS
BODILYINJURY
(Per person)
X i HIREDAUTOS
'
X NON-OWNEDAUTOS '',
i BODILY INJURY
( leer
� $
PERT DA_�-
PROPERTY DAMAGE
_
(Per actloent)
$
GARAGE LIABILITY
- AUTO ONLY -EA ACCIDENT'':
$
ANYAUTO
OTHER THAN EAACC
$
$
AUTO ONLY: AGO
EXCESS LIABILITY
EACH OCCURRENCE $
OCCUR CLAIMS MADE
AGGREGATE E
_-
DEDUCTIBLE
��,
- _- is
f
RETENTION $
B WORKERS COMPENSATION AND 'WVA7734844 , 11/24/03
EMPLOYEgS'LIABILITY
11/24/04
1 X AC STAT — OTH-
E.L. EACH ACCIDENT 1$1,000,000
E.L.DISEASEEAEMPLOYE5, $1,000,000
E. L. DISEASE -POLICY LIMIT $1,000,000
OTHER
DESCRIPTION Op OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONSADDED BY ENDORSEMENT/SPECIAL PROVISIONS
*Except 10 days notice of cancellation for non-payment of premium.
ALL OPERATIONS. - ON CALL ENGINEERING SERVICES.
CITY OF SAN JUAN CAPISTRANO IS NAMED AS AN ADDITIONAL INSURED IN REGARDS
TO GENERAL LIABILITY COVERAGE BUT ONLY AS RESPECTS TO WORK BEING PERFORMED
BY THE INSURED.
�.on nr,wa, nul.ucn aoomonAunsur�uINwI�RlEntr: _ tiXNVCIJJ�nvn
SHOULDANYOFTHE ABOVE DESCRIBEDPOUCIES BE CANCELLED BEFORETHE EXPIRATION
CITY OF SAN JUAN CAPISTRANO DATE THEREOF,THEISSUING INSURER WIL XfflWMAIL30!._ DAYSWRRTEN
ATTN: MEG MONAHAN, CITY CLERK NOTICETOTHE CERTIFICATE HOLDER NAMED TOTHE LEFT, BN)tEIBmnOCXNx$7MM(#=X
32400 PASEO ADELANTO NOP.06IfF(CRXRR1tN1MN7tlR111UINRX�)90RRRJ�OW�7IAIIX
San Juan Capistrano, CA 92675 xmNrs115111 11IRZ
H(. -ORD 25.5 (7)97)1 of 1 #M81659 THC 0ACORD CORPORATION
✓�{
10 •
Policy Number: BKO1461810
Owners Lessees or Contractors (Form B)
ADDITIbNAL INSURED
Change(s) Effective: 11/04/2003
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 OP SAN JUAN CAPISTRANO
ATTN: MEG MONAHAN, CITY CLERK
32400 PASEO ADELANTO
San Juan Capistrano, CA 92675
SECTION II - WHO IS AN INSURED is amended to include as an insured the
person or organization shown in the Schedule, but only with respect to liability
arising out of "your work" for that insured by or for you.
ALL OPERATIONS.
CL/BF 22 40 03 95
a ORn,� CERTIFICAM OF LIABILITY INSUIWNCE 1 09/10/2003 1
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
P. O. Box 10550 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Santa Ana, CA 92711.0550 RECEIVED'
714 427-6810 INSURERS AFFORDING COVERAGE
INSURED RERA._Un_it_ed_S_tates_Fidelity&Guaranty
Van Dell and Associates Inc 200] SEP I I P 2' - — - - - ** - - - —
17801 Cartwright Road ;INSURER e:American Motorists Insurance Co.
Irvine , CA 92614 AN JcvA CAP)STRi INSURER c:
C)IY GLLIL'\ J ER D:
�NSURERE:
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 ION
EFFECTIYE'POLTEMMIDDIYYT
LTR TYPE OF INSURANCE POLICY NUMBER DATEMMIDD/POLICY
LIMITS
A GENERAL LIABILITY BKO1461810 09/01/03 '09/01104
EACH OCCURRENCE $1,000,000
-
X 'COMMERCIAL GENERAL LIABILITY I
FIRE DAMAGE An_ one lire) $1,000,000
- (Anyone _
CLAIMSMADEI X OCCUR,
MED EXP(Any one person) '$10,000
PERSONAL BACV INJURY $1,000,000-
.
GENERAL AGGREGATE _$2,000_,000
GEN-L AGGREGATE LIMIT APPLIES PER:
PRODUCTS-COMP/OPAGG $2000,000
POLICY' PRO- ,LOC
- -- — —
A AUTOMOBILE LIABILITY ',BA01196876 109101/03 109/01/04
COMBINED SINGLE LIMIT $1,000,000
X
(Ea accident)
ANY AUTO
ALL OWNED AUTOS
IBODILYINJURY
SCHEDULED AUTOS
1(Per person) $
X HIRED AUTOS
' BODILY INJURY
X NON -OWNED AUTOS
(Peraccident) $
-
PROPERTY DAMAGE $
(Per accident)
GARAGE LIABILITY
AUTO ONLY -EA ACCIDENT' ,$
ANYAUTO
OTHERTHAN EA ACC $
AUTO ONLY: AGO $
EXCESS LIAR I LITY
EACH OCCURRENCE_ i$
T
OCCUR CLAIMS MADE
AGGREGATE - II$
DEDUCTIBLE
RETENTION Is
is
B WORKERS COMPENSATION AND ', 7BG12237500 11/24/02 11/24/03
X iTYWC TTATU$ _ _ j TH __
EMPLOYERS' LIABILITY
'
IE.L. EACH ACCIDENT I $1,000,000
'E.L.DISEASE-EAEMPLOYEE$1,000,000 _
E.L.DISEASE -POLICY LIMIT'' $1,000,000
OTHER
DESCRIPTION OFOPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONSADDED BY ENDORSEMENT/SPECIAL PROVISIONS
*Except 10 days notice of cancellation for non-payment of premium.
**The insurer's policy payment obligations are backed by a cut -through to National
Indemnity Company, an A++ rated Berkshire Hathaway subsidiary.
ALL OPERATIONS. - ON CALL ENGINEERING SERVICES.
(See Attached Descriptions)
CITY OF SAN JUAN CAPISTRANO
ATTN: MEG MONAHAN, CITY CLERK
32400PASEO ADELANTO
San Juan Capistrano, CA 92675
SHOULD ANYOFTHE ABOVE DESCRIBEDPOUCESBE CANCELLED BEFOfETHE EXPIRATION
DATE THEREOF,THE ISSUING INSURER WILLXXMMXMM MAIL30* DAYSWRI
NOTICETOTHE CERTIFICATE HOLDERNAMEDTOTHE LEFT, BMABeWLX MAAX11RNi1liXX
AGUHU Zb-5 (7!97)1 of 2 #M81659 THC 0 ACORD CORPORATION 1988
DESWIPTIONS (Continued from ege 1)
CITY OF SAN JUAN CAPISTRANO IS NAMED AS AN ADDITIONAL INSURED IN REGARDS
TO GENERAL LIABILITY COVERAGE BUT ONLY AS RESPECTS TO WORK BEING PERFORMED
BY THE INSURED.
P711*I(1-UFWI
0 0
Policy Number: 9KO1461810
Owners Lessees or Contractors (Form B)
ADDITIbNAL INSURED
Change(s) Effective: 09/10/2003
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
ATTN: MEG MONAHAN, CITY CLERK
32400 PASEO ADELANTO
San Juan Capistrano, CA 92675
SECTION II - WHO IS AN INSURED is amended to include as an insured the
person or organization shown in the Schedule, but only with respect to liability
arising out of "your work" for that insured by or for you.
ALL OPERATIONS.
CL/BF 22 40 03 95
MRn,� CERTIFICASE OF LIABILITY INSUONCE DATDIYY
, vz2/200/zoo2
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
P. O. Box 10550 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Santa Ana, CA 92711-0550
714 427-6810 INSURERS AFFORDING COVERAGE
INSURED INSURER A:United States Fidelity & Guaranty_
Van Dell and Associates Inc
17801 Cartwright Road - - - - - -- - — - - -- i -----� - _-
INSURER B:American Motorists Insurance Co.
_-- - _-- _ - - _ -- -- - - J
{-- �.
Irvine , CA 92614 INSURERC- - _ -- - - -
INSURERD---�_--
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. - - - - - - - POLICY EFFECTIVE POLICYEXPIR (TION_
LTR TYPE OF INSURANCE POLICYNUMBER
_ - - - -
LIMITS
A GENERAL LIABILITY 'BKO1196871 09/01/02 09/01/03 '
EACH OCCURRENCE $1,000,000
X COMMERCIAL GENERAL LIABILITY
FIRE DAMAGE (Anyone fire) $1,000,000
.
CLAIMS MADE X OCCUR!
- ME D EXP (Anyone person) $10,000__-
PERSONAL&ADV INJURY $1,000,000
_
GENERAL AGGREGATE s2,000,000_
GE_N'LAGGREGATE LIMIT APPLIES PER:
PRO _
POLICY T LOC
.PRODUCTS-COMPIOPAGGi$2000,000 -_
--
A AUTOMOBILE LIABILITY BA01196876 09/01/02 09/01/03
COMBINED SINGLE LIMIT $1,000,000
X ' ANY AUTO
(Eaaccident)
ALL OWNED AUTOS
BODILY INJURY
I
SCHEDULED AUTOS
(Per Person) $
X HIREDAUTOS
BODILYINJURY $
X NON-OWNEDAUTOS
(Peraccident)
PROPERTY DAMAGE $
(Per accident)
GARAGE LIAR I LITY
AUTO ONLY -EA ACCIDENT '$
—
ANY AUTO
OTHERTHAN EA ACC I$ -
AUTO ONLY: AGS :$
EXCESSUABILITY
!
EACHOCC_URRENCE
OCCUR CLAIMS MADE'AGGREGATE
$
It
DEDUCTIBLE
$
RETENTION $
I$
B WORKERS COMPENSATION AND I7BG12237500 11/24/02 11/24/03
'X WCSTATUr OTH-
--TORY LIN11TS1
EMPLOYERS'LIABILITY li
E.L. EACH ACCIDENT
E1,000,000
_
'EL. DISEASE-EAEMPLOYE 5'1,000,000
E.L. DISEASE -POLICY LIMIT[ $1,000,000
OTHER
DESCRIPTION OF OPERATIONS/LOCATIONSIVEHICLES/EXCLUSIONS ADDED BYENDORSEMENT/SPECIAL PROVISIONS
*Except 10 days notice of cancellation for non-payment of premium.
N
y ...
ALL OPERATIONS. - ON CALL ENGINEERING SERVICES.
�-
CITY OF SAN JUAN CAPISTRANO IS NAMED AS AN ADDITIONAL INSURED IN REGARDS
C.
c - c ; ,j
TO GENERAL LIABILITY COVERAGE BUT ONLY AS RESPECTS TO WORK BEING PERFORMED rc C7
BY THE INSURED.
CITY OF SAN JUAN CAPISTRANO
ATTN: MEG MONAHAN, CITY CLERK
32400PASEO ADELANTO
San Juan Capistrano, CA 92675
ACORD 26-S (7/97)1 of 1 #M81659
SHOULD ANYOFTHE ABOVE DESCRIBED POUCaES BE CANCI!CLED BP.TETHE EXPIRATION
DATETHEREOF,THE ISSUING INSURER WI LI)RXXP=MAIIW_ OAYSWRITTEN
NOTICETOTHE CERTIFICATE HOLDERNAMEDTOTHE LEFELOWR511111[R11eDDLeIRNmfx
THC 0 ACORD CORPORATION 1999
Policy Number: BKO1196871
Owners Lessees or Contractors (Form B)
ADDITIbNAL INSURED
Change(s) Effective: 11/22/2002
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
ATTN: MEG MONAHAN, CITY CLERK
32400 PASEO ADELANTO
San Juan Capistrano, CA 92675
SECTION II - WHO IS AN INSURED is amended to include as an insured the
person or organization shown in the Schedule, but only with respect to liability
arising out of "your work" for that insured by or for you.
rellaowe] am12-AN0IreA6O1
CL/BF 22 40 03 95
ACORD. CERTIFICA OF LIABILITY INSURA CE DATE(MMID
osiosizo02o2
JOSHUA BELDEN
ELITE BENEFITS
15500 ROCKFIELD
IRVINE, CA 92618
INSURED
VAN DELL AND ASSOCIATES, INC.
17801 CARTWRIGHT ROAD
IRVINE, CA 92614
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING
INSURERS AFFORDING COVERAGE
INSURER A:
INSURER B:
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSURER C:
TYPE OF INSUhANCE
INSURERD:
REPUBLIC INDEMNITY
INSURER E'.
LIMITS
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.
MR
TYPE OF INSUhANCE
POLICY NUMBER
DATE MWDD
DATE MWDD
LIMITS
GENERAL LIABILITY
EACH OCCURRENCE
$
FIRE DAMAGE (Any we fire)
$
Ii COMMERCIAL GENERAL LIABILITY
_ IT] CLAIMS MADE C7 OCCUR
MED EXP (Any one person)
$
PERSONAL & ADV INJURY
$
GENERAL AGGREGATE
$
GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS-COMP,OPAGG
$
IPOLICY JE� LOC
AUTOMOBILE LIABILITY
COMBINED SINGLE LIMIT
$
ANY AUTO
1
(Esa.,denO
ALL OWNED AUTOS
BODILY INJURY
SCHEDULED AUTOS
(Per person) E
HIRED AUTOS L
VBODILY
INJURY $
NON -OWNED AUTOS
(Per ecadent)
'
PROPERTY DAMAGE
E
(Per accident)
4GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT
$
— ANY AUTO
OTHER�', EA ACC
$�
-
AUTO ONLY: AGG
$--��—
EXCESS LIABILITY
EACH OCCURRENCE
$
OCCUR CLAIMS MADE
AGGREGATE
$
�_..
$
DEDUCTIBLE
$
RETENTION $
$
D
WORKERS COMPENSATION ANOTORY
156505-01
9/1/02
9/1/03
LIMITS ER
E.L. EACH ACCIDENT
$ 1 M
EMPLOYERS' LIABILITY
E.L.OISEASE-EAEMPLOYEE
E 1M
E. L. DISEASE -POLICY LIMIT
E
OTHER
DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENTSPECIAL PROVISIONS
'EXCEPT 10 DAYS NOTICE OF CANCELATION FOR NON PAYMENT OF PREMIUM
GCK IIH WAI C KVLVC;H ADDITIONAL INSURED; INSURER LETTER: GANGtLLAI ILN
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 DAYS WRITTEN
ATTN: MEG MONAHAN, CITY CLERK NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL
32400 PASEO ADALENTO IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
SJC, CA 92675 REPRESENTATIVES.
ACORD.. CERTIFICATE OF LIABILITY INSURANCE 09;;;02°""
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Dealey, Renton & Associates ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
P. O. Box 10550 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Santa Ana, CA 92711-0550
714 427-6810 INSURERS AFFORDING COVERAGE
INSURED INSURER A: United States Fidelity & Guaranty
Van Dell and Associates Inc - - _ --------- — _-
INSURER B:
17801 Cartwright Road ---- _-- -- __ -
INSURER C:
Irvine, CA 92714 INSURER D:
INSURER E:
nnVFRAGFS
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
TR
I TYPE OF INSURANCE
POLICY NUMBER
POALIC EFFEDCTIVE
GATE MEXPI%2 N
LIMITS
A
GENERALUABIUTY
BK01196871
09/01/02
09/01/03
1 EACH OCCURRENCE :$1.000.000
FIREDAMAGE(Anyonefire) $1006000
X COM M ERCAL GENERAL LIABILITY
CLAIMS MADE uOCCUR
MED EXP(Arry one parson) $10,000
IPERSONAL & ADV INJURY S1,000,000
X BFPD,XCU
X
CONTRACTUAL
GENERAL AGGREGATE $2000,000
GEN'L AGGREGATE LIMITAPPLIES PER:
PRODUCTS -COMPIOPAGG $2000000
POLICY X PRO- LOC
A
AUTOMOBILE
LIABILITY
BA01196876
09/01/02
09/01/03
COMBINED SINGLE LIMIT
(Ea wadent) $1,000,000
X
ANY AUTO
ALL OWNED AUTOS
BODILY INJURY
E
SCHEDULED AUTOS
(Per pers.)
X
HIRED AUTOS
BODILY INJURY E
X
NON -OWNED AUTOS
(Par awde )
PROPERTY DAMAGE
(Per ernderrt) I$
GARAGE LIABILITY
AUTO ONLY - EA ACCIDENT $
ANY AUTO
OTHER THAN EA ACC '$
AUTO ONLY: AGG I §
A LABILITY
BKO1196871
09/01/02
09/01/03
EACH OCCURRENCE 1$2.000.000
�EXCESS
A OCCUR CLAIMS MADE
AGGREGATE 1$2,000,000
S
DEDUCTIBLE
$
RETENTION $
UFg1_
WORKERS COMPENSATION AND
TORY UMLLi__
EMPLOYERS' LIABILITY
' E.L. EACH ACCIDENT
§
r-
E.L. DISEASE -EA EMPLOYEE
§
I
E.L. DISEASE -POLICY LIMIT
E
OTHER
DESCRIPTION OF OPERATION& OCAnONSf EHICLESIEXCWSIONS ADDED BY ENDORSEMENTISPECAL PROVISIONS
*Except 10 days notice of cancellation for non-payment of premium.
ALL OPERATIONS. - ON CALL ENGINEERING SERVICES. CITY OF SAN JUAN CAPISTRANO IS NAMED AS AN ADDITIONAL INSURE
IN REGARDS TO GENERAL LIABILITY COVERAGE BUT ONLY AS RESPECTS TO WORK BEING PERFORMED BY THE INSURED.
CITY OF SAN JUAN CAPISTRANO
ATTN: MEG MONAHAN, CITY CLERK
32400PASEO ADELANTO
San Juan Capistrano, CA 92675
LD ANYOF THE ABOVE DESCRIBED POLICIESSE CANCELLED BEFORE TH E EXPIRATION
THEREOF, THE ISSUING INSURER W U_XNR% MAIL 30'—DAYSWRITTEN
'E TOTHE CERTIFICATE HOLDERNAMED TOTHE LEFT, BKsaRIUBax)0bVjA*AK Y X
AUTHORIZED REPRESENTATI
/OAJd� 1
ACORD 25-S (7197)1 of 1 #M15987 THC a ACORD CORPORATION 1988
Policy Number: BKO1196871
Owners Lessees or Contractors (Form B)
ADDITI6NAL INSURED
Change(s) Effective: 09/11/02
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
ATTN: MEG MONAHAN, CITY CLERK
32400 PASEO ADELANTO
San Juan Capistrano, CA 92675
SECTION II - WHO IS AN INSURED is amended to include as an insured the
person or organization shown in the Schedule, but only with respect to liability
arising out of "your work" for that insured by or for you.
ALL OPERATIONS.
CUBF 22 40 03 95
• �r�n C� C '? v Q�
ARD CERTIFICATE OF LIABILITY INSURANCE DATE(MM ODIvv)
CO
06/�4/D2
PRODUCER 1-946-iJ9 0 / rI THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Gnzfessional =ract:re Tnsa-arce e-ckers, Inc. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
., 411 wast Coast Highwav ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
S Lt. -'CC
Npwptt 3eacn, CA 92663 INSURERS AFFORDING COVERAGE
INSURED INSUPERA. Con! Ccnpar.v
VT, 2e-= and As sociatea, in... -
INSURER B
Ci'tWL1G'L Rcad C
- - IIN.SURER C__ _
I INSURER D
_rvtr.e, CA 9,-614 ---�+�
I INSURER E
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD D.
NC�41TH51ANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH
THIS C MA E ISPQED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS.
EXCLUSI §AND COND
NS SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
324CC 6aseo Adelanto
3
INS
POLICY EFFECTIVE POLICY EXPIRATIONLTR
TYPE OF INSURANCE POLICY NUMBER
LIM
1 GENERAL LIABILITY
EACH OCCURRENCE
5
COMMERCIAL GENERAL LIABILITY
I FIRE DAMAGE(Any one fire)
$ _
_ CLAIMS MADE OCCUR
MED EXP (Any one person)
S
_
PERSONAL& ADV INJURY
$ _
GENERALAGGREGATE_
$ --- _
GEN L AGGREGATE LIMIT APPLIES PER
PRODUCTS - COMPIOP AGG$
PRO n
_ _.
POLICY LOC
AUTOMOBILE LIABILITY
COMBINED SINGLE LIMIT
ANY AUTO
(Ea accident)
$
OWNED AUTOS
BODILY INJURY
_ALL
_SCHEDULED AUTOS
(Per perso)
S
HIRED AUTOS
BODILY INJURY
S
' NON-0WNED AUTOS
', (Per accident)
PROPERTY DAMAGE
S
(Per amldem)
GARAGE LIABILITY
AUTOONLY-EAACCIDENT
S
ANY AUTO
OTHER THAN EA ACC
$ _
AUTO ON LV AGO
S
EXCESS LIABILITY
EACH OCCURRENCE
$
_ OCCUR CLAIMS MADE
AGGREGATE
S _-
DEDUCTIBLE
�$
RETENTION $
$
WORKERS COMPENSATION ANDWC
STATU- OTH-
T RV UMIT$-L.—ER
EMPLOYERSLIABILITY
.
E . EACH ACCIDENT
I $
E L DISEASE - EA EMPLOYEE IS
E.L. DISEASE-POUCVLIMIT
$
OTHER
A -'oo Cess_oral L_al,-_itv IAEA-14CrS904 06/'_5/02
C6/-_/03
-__ C-alm/Ann Aqq
,^--,CCC
DESCRIPTION OF OPERATIONSILOCATIONWVEHICLESIEXCLUSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS
AL -,,_ _l -ns -f uce nan-d
ON CAL- _NGINEEn NG SEhV10ES
CERTIFICATE HOLDER 1 1, Annrnn A, INsuRED INsu pie 1FTrPR CANCELLATION
ACORD 25-5 (7/97) GACORD CORPORATION 1988
664191
SHOULD ANY OFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
ity of £"n Juar Csp:et ra no
DATE THEREOF, THE ISSUING INSURER WILUEXBDE B(TO MAIL 30 DAYL"ITTEN
TCE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,}BRiTAIOIREXOAOXa9i8IfAY1(
A'..tn: Fry v,zna-en
HXmK18LlOAT10MO/XMAtlCRX1DIFNNX][INDNROE4BHE�MdUAEl1}]X81R®f08DR(%%
324CC 6aseo Adelanto
Jen J'_rn Capistran0, CA 9261_
AUTHORZED REPRESENTATIVE
ACORD 25-5 (7/97) GACORD CORPORATION 1988
664191
0
mfess:;o nal Fxactdce lrairance Brokers, :oc.
d14 West Coast Hiq,W,V
r_ -e 200
Newport Beach, CA 92653
JA
.. y DE San Juan Ca ptstr;, r.:
A 'r: Yeu 2l rahan
_��00 Psec Atle_an-_c
r. _'u.r Cap:etran.-, CA 5i 57
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ACnRn.. - CERTIFICA-9 OF LIABILITY INSUWCE 110/121 o21
Dealey, Renton & Associates
P. O. Box 10550
Santa Ana, CA 92711-0550
714 427-6810
INSURED
-- - - -
Van Dell and Associates Inc
17801 Cartwright Road
Irvine, CA 92714
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
INSURERA:United States Fidelity & Guarani
'INSURER B:American-Zurich Ins. Co. ARIS
- - -
INSURER C:
iINSURER D:
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES, AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR TYPE- ---F INRANCE r POLICYNUMBER - -
POLICYEFPECTIVE LI
POCYEXPIRATION LIMITS
A
GENERAL LIABILITY
13KO0921134
09/01/01
09/01/02 $1,00-0,00-0
X COMMERCIAL GENERAL LIABILITY
_EACHOCCURRENCE
FIRE DAMAGE (Anyone fire $1s 000, 000
CLAIMS MADE X OCCURi
MEDEXP(Anyoneperson) $10,000
PD,
I PD, XCU BF
'I
RSO
PERSONAL BADV IN $1,000,000
_ 11 _
XJCONTRACTUAL-_-_
GENERAL AGGREGATE $2 000 000
GEN1_ AGGREGATE LIMIT APPLIES PER:
PRO D_ U_CTS-COMP/OP AGGI $2 , 000 , 000
POLICY X ' PRO LOC
A AUTOMOBILE LIABILITY ',BA00921136
09/01/01 09/01/02 COMBINED SINGLELIMIT
X ANYAUTO
(EaaccidOnt)
$1, 000, 000
.- ALLOWNEDAUTOS
,BODILY INJURY
SCHEDULEDAUTOS
� i(Per person)
$
$
X HIREDAUTOS
BODILYINJURY
X NON-OWNEDAUTOS
(Per accident)
$
PROPERTY DAMAGE
(Per accident)
GARAGE LIABILITY
AUTO ONLY -EA ACCIDENT
It
ANYAUTO
jOTHER THAN EAACC
$
_
$
AUTO ONLY: AGO
A EXCESS LIABILITY BKO0921134
109/01/01109/01/02 EACH OCCURRENCE $2,000,000
X OCCUR CLAIMS MADE,
AGGREGATE $2,000 000
J DEDUCTIBLE
$
RETENTION $--
B 'WORKERS COMPENSATION AND 'WC2 O429O6OS
09/01/01
09/01/02I X_ WOgY�ATU- OTH.
NIUS3 ER
( EMPLOYERS LIABILITY
IE_L. EACH ACCIDENT Sl, OOO,-O_O0
E.L.D_ISEASE-EAEMPLOYEq$1, OOO, 000_
E.L. DISEASE -POLICY LIMI $1 000 000
OTHER
DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONSADDED BYENDORSEMENTISPECIAL PROVISIONS
*Except 10 days notice of cancellation for non-payment of premium.
ALL OPERATIONS.
CITY OF SAN JUAN CAPISTRANO IS NAMED
AS AN ADDITIONAL INSURED IN REGARDS
(See Attached Descriptions)
CITY OF SAN JUAN CAPISTRANO
GENERAL COUNSEL
32400 PASEO ADELANTO
San Juan Capistrano, CA 92675
SHOULD ANYOFTHEABOVE DESCWBEDPOLICES BE CANCELLED BEFORETHEE7(PIRATION
DATE THEREOF,THE ISSUING INSURER WILL3MQZfflMEIMAIL.3-G—* DAYSWRITTEN
NO ICETOTHE CERDFICATE HOLDERNAMEDTOTFELEFT.YWWKMWInOHSO W.
ACORD25-S(7/97)1 of 2 #M15987 THC 0 ACORD CORPORATION 1998
DESq&PTIONS (Continued from Fee 1)
TO GENERAL LIABILITY COVERAGE BUT ONLY AS RESPECTS TO WORK BEING PERFORMED
BY THE INSURED.
AMS 25.3(07/97) 2 Of 2 #M15987
Policy Number: ax00921134
Owners Lessees or Contractors (Form B)
ADDITIbNAL INSURED
Change(s) Effective: 10/12/2001
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
GENERAL COUNSEL
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.
ALL OPERATIONS.
CL/BF 22 40 03 95
AGORA - CERTIFICAID OF LIABILITY INSUR4ICE I DAT/11/20
01/11/2002
Dealey, Renton & Associates
P. 0. Box 10550
Santa Ana, CA 92711-0550
714 427-6810
INSURED
Van Dell and Associates Inc
17801 Cartwright Road
Irvine, CA 92714
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.
r INSURERS AFFORDING COVERAGE
INS_URERA:United States Fidelity & Guaranty
rINSuRERBAmerican Zurich Ins. Co /ARIS
I tNSURERC:
INSURER D:�(Ll.e�
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.
INSRI, - _ --_ -_--- ---
LTRTYPE OF INSURANCE POLICYNUMBER
- — EXPIRATION LIMITS
POLFECTIVEPOLICY
EF
AI EY DATE (MM/DD/YY)
A GENERALLIABILITYBKO0921134
09/01/01109/01/021 EACH OCCURRENCE 1$1,_000,000
X COMMERCIAL GENERAL LIABILITY
FIRE DAMAGE (Anyone /ir�l-, 000, 000_
CLAIMSMADEI X OCCURI
MED_ EXP (Anyone person) $10,000
X I'IBFPD,XCU
PERSONAL BADV INJURY $1, 000J 000
X CONTRACTUAL
GENERAL AGGREGATE s2,000,000
GENT AGGREGATE LIMIT APPLIES PER:
- 0
PRODUCTS—COMP/Op AGGI $2 , 0010 0 0
POLICY X PRCT LOC
A AUTOMOBILE LIABILITY IBA00921136
09/01/01 09/01/02 COMBINED SINGLE LIMIT
$1 000,000
r
X ANY AUTO
(Eaaccitlent)
ALL OWNED AUTOS
BODILY INJURY
SCHEDULED AUTOS
(Par parson) al'
_ -_---_.--3L------- - __ -
X HIREDAUTOS
I BODILY I URY= Li
X NON -OWNED AUTOS
(Peraceltl I -E2 �
PROPERTY'D� CA RI
(PeraccitleAj).,,—I_
GARAGE LIABILITY
AUTO ONLYA'COIDE E f'r'i
ANYAUTO
_fz 3`
!!OTHER THEN '/EAAC
I AUTO ONL7: AD %4
A EXCESS LIABILITY BK00921134
09/01/01 09/01/02 EACHOCCURRENCE _1`42, 00.0, 000
XOCCUR CLAIMS MADE',
AGGREGATE $2, 0OO, 000
DEDUCTIBLE
'I _ _ _ ',$
RETENTION $I
$
B WORKERS COMPENSATION AND WC204290605
09/01/01109/01/02 I X TORYLLCSTATUSI _—OER_'-
EMPLOYERS'LIABILITY
E.L. EACH ACCIDENT I$1, 000C_ 000
— _-
E.L. D ISEASE-EA EMPLOYEE! El, 000,_000_
E.L. DISEASE -POLICY LIMIT $1 000,000
OTHER
DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
*Except 10 days notice of cancellation
for non-payment of premium.
ALL OPERATIONS. - ON CALL ENGINEERING
SERVICES.
CITY OF SAN JUAN CAPISTRANO IS NAMED AS
AN ADDITIONAL INSURED IN REGARDS
(See Attached Descriptions)
CITY OF SAN JUAN CAPISTRANO
ATTN: MEG MONAHAN, CITY CLERK
32400 PASEO ADELANTO
San Juan Capistrano, CA 92675
ACORD 25-S(7/9711 of ? fiml S9R7
SHOULD ANYOFTHEABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF,THE ISSUING INSURER WIL1.a12KK$Q)[30* DAYSWRITTEN
NOTICE TOTHE CERTIFICATE HOLDER NAMEDTOTHE LEFT,`,Bp0EVLXK3UOXBQMHDCX:
TT7C' 0 ACORD CORPORATION 1998
DESCOPTIONS (Continued from Ffte 1) 1
TO GENERAL LIABILITY COVERAGE BUT ONLY AS RESPECTS TO WORK BEING PERFORMED
BY THE INSURED.
AMS 25.3 (07197) 2 0
Policy Number: BKO0921134
Owners Lessees or Contractors (Form B)
ADDITIbNAL INSURED
Change(s) Effective: 01/11/2002
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
ATTN: MEG MONAHAN, CITY CLERK
32400 PASEO ADELANTO
San Juan Capistrano, CA 92675
SECTION II - WHO IS AN INSURED is amended to include as an insured the
person or organization shown in the Schedule, but only with respect to liability
arising out of "your work" for that insured by or for you.
ALL OPERATIONS.
CL/BF 22 40 03 95
0 0
Certificate of Insurance
1 of 1 #S45201/M45199
Description of Operations/LocationsNehicles/Restrictions/Special items:
ALL OPERATIONS OF NAMED INSURED, ON CALL ENGINEERING SERVICES
'Written at aggregate limits of liabilitv not less than amount shown.
Certificate Holder:
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
Agency Name and Address:
THIS CERTIFICATE IS ISSUED AS A MATTER OF
Professional Practice
INFORMATION ONLY AND CONFERS NO RIGHTS UPON
Insurance Brokers, Inc.
THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES
2244 West Coast Highway, Suite 200
NOT AMEND, EXTEND OR ALTER THE COVERAGE
Newport Beach, CA 92663
AFFORDED THE POLICIES LISTED BELOW.
San Juan Capistrano, CA 92675
THE EVENT OF CANCELLATION FOR NONPAYMENT OF PREMIUM IN WHICH CASE 10 DAYS
Insureds Name and Address:
Companies Affording Policies:
Van Dell And Associates, Inc.
A Continental Casualty Company
17801 Cartwright Road
s
C. a
Irvine, CA 92714
D.
E.
F. v rn
v
Description of Operations/LocationsNehicles/Restrictions/Special items:
ALL OPERATIONS OF NAMED INSURED, ON CALL ENGINEERING SERVICES
'Written at aggregate limits of liabilitv not less than amount shown.
Certificate Holder:
THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED
WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED.
City of San Juan Capistrano
CANCELLATION:
Attn: Meg Monahan, City Clerk
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAIL 30
32400 Paseo Adelanto
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN
San Juan Capistrano, CA 92675
THE EVENT OF CANCELLATION FOR NONPAYMENT OF PREMIUM IN WHICH CASE 10 DAYS
NOTICE WILL BE GIVEN.
cc:
Auth a entativ 01/11/02
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 (,)uncil 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.
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
CHECKAND DESIGN SERVICES FORATHREE-YEARTERM WITH TWO ONE-
YEAR EXTENSIONS, NOT TO EXCEED $50,000 PER PROJECT PROPOSAL,
PER YEAR. (601 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
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-shaFf;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 Niccola's and Montanez property and the
parking lot/RV storage;
• A "nature walk" connecting to Ramos Street
• Phased approach to allow the parking lot to be implemented as soon as
possible within the City's fiscal limitations.
Assumed within all option:
• The parking lot will be asphalt rather than gravel or other less improved
surface.
• The RV storage lot will be gravel
• The trees will be retained within the parking lot and RV storage to the
maximum extent practical.
• Security issues will be carefully evaluated
CC Minutes 5 12-4-01
0
12/04/01
AGENDA ITEM E 4
TO: George Scarborough, City Manager
FROM: William M. Huber, Director of Engineering and Building
SUBJECT: Consideration of Master Agreements for Long -Term Plan Check and Design
Services Team
By motion, approve 38 consultant service agreements to provide Plan Check and Design
Services for a (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 AGENDA40G
D
0 0
Agenda Item
Page 2
December 4, 2001
Selection Process
A Request for Proposal was sent to 44 firms. Many of these firms were on
the existing list, with others being added at a staff member's request. Of the
44 firms, 38 responded with proposals. The proposals included general
engineering and building firms, as well as a number of specialty firms. The
specialty firms include areas such as geotechnical, traffic, building structural
and water quality services. A review team consisting of the Department
Director and an Administrative Assistant reviewed the proposals for the
following elements:
• Consistency with the scope of work
• Ability to meet schedules
• Past performance of similar work
• Individual(s) specified to work on projects
• Ability to meet fee requirements
• Qualifications of firm in handling required work
Staff believes that all 38 firms qualify based on the above criteria. As this
is a three-year contract with two one-year extensions, there is no need to
narrow the field. Staff prefers to spread projects among the teams as work
becomes available. This provides more flexibility and allows work to be
performed in a more efficient and timely manner. The following list shows
the consultants and their areas of expertise:
General Engineering and Building Services
AMEC Earth & Environment, Inc.
Berryman & Henigar
Charles Abbott Associates, Inc.
CgVL Engineers
KFM Engineering
Norris-Repke, Inc.
P & D Consultants, Inc.
Peter & Associates
RBF Associates
General Engineering Only
Adams Streeter Civil Engineers, Inc.
AKM Consulting Engineers
0
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 0
Agenda Item
Page 4
December 4. 2001
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 nor will 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
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
Agenda Item
Page 5
December 4, 2001
RECOMMENDATION
i
By motion, approve 38 consultant service agreements to provide Plan Check and Design
Services fora (3) yearterm with (2) one-year extensions, not to exceed $50,000 per project
proposal, per year.
Respectfully Submitted, Prepared By,
William M. Huber, P.E. Jill Thomas
Director, Engineering and Building Administrative Assistant
W M H/jt
Attachments 1. Request for Proposal
2. Sample Personal Service Agreement — Original agreements for each
individual firm are available in the City Clerk's office.
32400 PASEO ADSLANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 (FAX)
www.sanjuancapistrano.org
L
emunn I I96I
1776
REQUEST FOR PROPOSAL
for
Professional Consulting Services
to
MEMBERS OF THE CITY COUNCIL
DIANE L. BATHGATE
JOHN S. GEIFF
JOHN GREINER
WYATT HART
DAVID M. SWEROLIN
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 Cityof 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 5:0.0 p.m., September 21, 2001
time.
FORM OF PROPOSAL
Proposals will not be accepted after this
Consultant proposals shall contain the following:
1. Statement of qualifications clearly indicating the services in which the firm is
interested;
2. Statement/discussion of services provided, including anticipated turnaround times and
ability of firm to handle requests on an as -needed basis;
3. Resumes of key personnel for various service areas;
4. Consultant fee schedules, including hourly rates and proposed flat fees;
5. Completed consultant self rating form included with this request for proposal.
EVALUATION OF PROPOSALS
The City of San Juan Capistrano is interested in selecting consultants who have the
experience and expertise to render plan checking, engineering and architectural services
in a comprehensive and timely manner. Accordingly, the evaluation criteria will consist
primarily of four parts:
1. Consultants' experience
2. Consultants' expertise
3. Consultants' ability to handle volume and meet time frames
4. Consultants' costs
Request for Proposal Page 3
It is important to the City that you identify the persons you will assign to various functions,
at which office they are assigned and whether they are full-time employees of your firm.
You should also address any conflict of interest that may exist and 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 or that any proposed
service was deficient. All participating candidates will be notified of the decision reached.
CONSULTANT'S RESPONSIBILITY
The Consultant shall perform the tasks as set forth herein:
A. Building Services
Review construction documents in accordance with the following uniform model
codes as amended by City ordinance:
a. Uniform Building Code -1998 California Building Code
b. Uniform Plumbing Code - 1998 California Plumbing Code
c. Uniform Mechanical Code - 1998 California Mechanical Code
d. National Electrical Code - 1996 Edition
e. California Code of Regulations - Title 24
2. Provide a comprehensive plan review as directed or provide only specified plan
review elements as follows:
a. Structural review and analysis of design and calculations
b. Inspection services
c. Other building services as may be defined
3. Provide geotechnical review and consultation regarding soil problems, features
or events.
B. Engineering/Architectural Services
Review construction documents and subdivision maps in conformance with the
following standards:
a. City of San Juan Capistrano Municipal Code
b. City of San Juan Capistrano and County of Orange applicable design
standards
c. Highway Design Manual standards
d. San Diego Regional Water Quality Control Permit
0 0
Request for Proposal Page 4
2. Provide comprehensive plan review or design services as directed for the
following elements:
a. Geotechnical review/design
b. Street improvements
c. Storm drain/hydrology reports/design
d. Traffic/striping improvements
e. Traffic studies
f. Sewer improvements
g. Landscaping improvements
h. Subdivision map checking
i. Structures (i.e., bridges)
j. Inspection services
k. Pavement analysis
I. Architectural design
m. Drafting
n. Water quality design and review
C. Document Transmittal
Pick up and resubmit plans to the City via the Building & Safety Division or
Engineering Division counter.
D. Performance Requirements
1. Plan Check Services
Render and remit a typed plan check correction/clarification list (two copies) to
the Engineering & Building Department within 10 working days from notification
by the City.
2. Engineering/Architectural Services
Complete services in a thorough and efficient manner, on time and within the
approved fee schedule.
0 0
Bequest 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
UM
Attachments 1. Engineering Fees
2. Consultant Self -Rating Form
3. Sample of Personal Services Agreement
E
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.
BUILWNG SERVICES
ENGINEERING SERVICES
Geotechnical Review
Geotechnical Design, Review &
Analysis
Electrical Review and Analysis
Street Improvements
Mechanical Review and Analysis
Storm Drain Improvements &
Hydrology Studies
Plumbing Review and Analysis
Traffic Circulation Studies
Energy Calculations
Traffic/Striping Improvements
Handicapped Provisions
Sewer Facilities Improvements
Inspection Services
Landscaping Improvements
Grading Plans
Subdivision Map Checking
Structures
Inspection Services
Pavement Analysis
Survey
Drafting Services
Water Quality Design and Review ji
RATER:
DATE: .2001 "
• ENGINEERING FEES 10
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 the
(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 ordigital storage fee for permit applications, plans,
specifications, calculations, soils reports, and all pertinent data
required to be maintained by state
regulations, per sheet.
Lot Line Adjustment
- Submittal and Processing ................................
$1,750
Map Processing (Due with Map Submittal)
-Tract maps` ...........................................
$1,000, plus $100 per lot
or unit up to 25, plus $50 per lot or
unit over 25
- Parcel maps ...........................................
$t,000, plus $100 per lot/unit
- Records of survey ....................... ..............
$500, plus $50 per lot
- CC&R's ............................................$500
"Duplicate Mylar Deposit .. ....
.. $20 per sheet
Improvement Plan Processing
Public 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/Plan Submittal)
Submittal $5o0
- Checking 3% of construction costs
Map/Plan Processing Administration
Includes the preparation and processing of agreements, ...
... 3 is% of improvement costs
resolutions, City Council and Commission agenda reports,
($500 mire) Payable prior to
presentation to commissionstboards, 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" .... ........ $5oo 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)
Miscellaneous Fees As determined by City Engineer
Development Inspections (Due Prior to Plan Approval)
Improvement costs up to $100,000 ........... .............. 3 1/2% of improvement costs,
with a minimum of $100
Improvement costs $100,000 and over ....................... $3,500. plus 3% of improve-
ment costs over $100,000
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• 9
$1170 per acre
Sureties and Deposits (Due prior to app, oval of Improvement
$860 per acre
Agreement or Encroachment Permit Issuance, whichever is applicable)
$320 per acre
Faithful performance surety
..........$170 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) ... .......
100% of monumentation costs
Water surety ............................................
As required by Capistrano —
Valley Water District
Parks & Recreation Fee (*see below)
Fee for 49 units or less
- Single family detached dwelling units ............................. $4,840 per unit
- Attached Units, including duplex, townhomes & apart. nts........... $4,390 per unit
- Mobile Homes $2,877 per unit
Fee for 50 units or more (Land dedication may be .................... u units x occupancy factor*
substituted [or fee) ............................................ x 5 acr/1000 occ x $302,500 acr
'Occupancy Factor
- Single Family ............. I .............................. 3.2 occ/unit
- Attached units, including duplex, townhouse & apartments............ 2.9 occiunit
- Mobile Homes ........................... _ ............... 1 8 occiunit
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
-LOS ..............................
..........$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 Agricultural Preservation Fees are due prior to
Building Permit Issuance for all Secondary Dwelling Units
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