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01-0904_CIVIC SOLUTIONS, INC._Personal Services AgreementPERSONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into thiday of by and between the City of San Juan Capistrano (herein -aft r referred to as he "City") and Civic Solutions, Inc. (hereinafter referred to as "Consultant"). RECITALS: WHEREAS, City desires to retain the services of Consultant to perform general project management of assigned development applications for the Planning Services Department; and 'IIHEREAS, 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 and services required hereunder shall be completed by no later than June 30, 2002. Section 3. Compensation. 3.1 Amount. Total compensation for the scope of services for this Project shall not exceed Fourteen Thousand Five Hundred Dollars ($14,500), and shall be billed for hours worked at the hourly rate set forth in Exhibit "A," attached and incorporated herein by reference. 3.2 Rate Schedule. The services shall be billed to the City at the hourly rate of $60. Included within the compensation are all the Consultant's ordinary office and overhead expenses incurred by it, its agents and employees, including meetings with the City representatives and incidental costs to perform the stipulated services. Submittals shall be in accordance with Consultant's proposal. 3.3 Method of Payment. Consultant shall submit monthly invoices based on total services which have been satisfactorily completed for approval by the City. The City will pay monthly progress payments based on approved invoices in accordance with this Section. 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. 01/25/00 ,qD Section 4, Inde endent 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 eater 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 8. Changes tScope-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. 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 has disclosed that it currently represents four clients presently doing business with the City. They are: Mystic Garden zoning entitlement, Vasile Patean zoning matter, Stoneybrooke Christian School expansion and rezoning, and Peppertree Bend Community Association gate study. City does not believe that Consultant's work on the tasks provided for in this agreement will conflict with its work on these case files providing the following occurs. Consultant agrees to provide Katie Owston as the project manager for the work to be performed under this agreement at all times. Further, consultant agrees that Katie Owston shall not work on the above-described case files and that consultant's other staff members who are involved in the three case files shall not be directly involved in any of the projects and work performed by Katie Owston, 01/25/00 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. City. All services to be rendered hereunder shall be subject to the direction and approval of the Section 12. Ownership of Documents. Ali 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. 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 bating 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 3 01/25100 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. 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 1,1 85 din 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 Notice of Cancellation/Termination of Insurance. The above policy/policies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty (30) days' written notice is given to City, except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.6 Terms of Compensation. been satisfied. Consultant shall not receive any compensation until all insurance provisions have 14.7 Notice to Proceed. Consultant shall not proceed with any work under this Agreement until the City has issued a written "Notice to Proceed" verifying that Consultant has complied with all insurance requirements of this Agreement. Section 15. Termination. City and Consultant shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to the other party In addition, this Agreement may be terminated for cause by providing ten (10) days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (10) day cure period. Section 16. Notice. All notices shall be personally delivered or 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: Planning Director To Consultant: Civic Solutions, Inc. 31726 Rancho Viejo Road, Suite 223 San Juan Capistrano, CA 92675 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 4 0 112 5M 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 Linder the auspices of the Judicial Arbitration and Mediation Service ("JAMS"). Section 19. Entire Agreement. This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. IN WITNESS WHEREOF, the parties hereto have executed this Agreement, ATTEST: 14 ,) fu,41 2 M rgar t R. Monahan, Citv Clerk APPROVED AS TO FORM: John R., City Attorney C:1OFPICEIWPWIN\WPi OCSICONTRACTICIVICS2. WPD CITY OF SAN JOAN CAPISTRANO rge Sc.Arborough, City Manager CIVIC SOLUTIONS, INC., CONSULTANT B � e Y S�-� Thomas G. Merrell, Principal 5 01/25/00 Of 61, CAI 2 i' 1.0 Introduction & Summary of Services Introduction The City of San Juan Capistrano is seeking an assistant level planner with extensive municipal planning experience to augment the Planning staff in the Planning Department. The Department needs an individual to serve as an Assistant Planner. Services to be provided include plans analysis, CEQA documentation, Determination of Completeness, Public Hearing Notification, coordinate schedules and issues with other departments and public agencies, reports and documentation and presentations to citizen groups, City commissions and the City Council. Summary,of Services Civic Solutions, Inc. proposes to provide planning staff augmentation services to the City of San Juan Capistrano for Assistant Planner services, as follows: Project Planner Katie Owston, Assistant Planner 7 years municipal planning experience MA in Marine Affairs from University of Washington Extensive local professional planning experience Hourly bate $60 ,availability ® 20 hours per week (more as needed) ® Attend evening hearings on assigned cases . Work will be performed at CSI offices and City Hall, meetings will be at City mall Summary of Services ® process management for assigned development applications ® Prepare environmental documentation ® Review plans, coordinate with other departments and prepare screen check letters to applicants Prepare staff reports, resolutions and draft ordinances as required s Make oral presentations to approving bodies and citizen groups Other Assistant Planner level work as assigned Contract Administrator Thomas C. Merrell, AICP Principal City of San Juan Capistrano Civic Solutions, Inc. EXHIBIT A m p community develoffinent consulting in the public interee University of Washington Master of Marine Affairs, Coastal Zone Management University of Oregon Bachelor of Arts, International Studies Civic Solutions, Inc. Staff level planning and analysis for public agency and private sector Assistant Planner clients. Provide Assistant Planner services to the City of imperial Beach 2000 -present and City of Santa Monica. Grant writing, CEQA review and documentation. code compliance review, research and interpretation of zoning codes. served as the firm's Management Assistant. City of Bainbridge Researched and analyzed harbor area planning methods and related Island legislation, provided City Council with an oral and written Harbor Planning recommendation on how to develop a management plan. The City Consultant developed a plan based on her recommendation. 1995-1997 Katie Owston provides planning support for a variety of the firm's private and municipal planning projects. Ms. Owston`s experience includes project management, conducting analyses of Environmental Impact Reports and writing grants applications. She is familiar with CEQA, and other regulations governing lana use, including the California Coastal Act and other legisiation related to coastal area planning. In her first three months at Civic Solutions, Inc., Ms- Owston served as Planning Technician and the firm's Management Assistant. She has strong communication and analytical skills. Ms. Owston is a member of the American Planning Association. City of San Juan Capistrano 2 Civic Solutions, Inc. 2.0 Professional Services & Fees Civic Solutions, Inc. is a community development consulting firm providing comprehensive planning and entitlement services to municipalities, including on-call service contracts with the cities of Bellflower, Burbank, Brea, Irvine, Huntington Beach, Rancho Cucamonga, Rancho Santa Margarita, Redlands, Norwalk, San Gabriel, Santa Monica, Ontario, and imperial Beach. The firm, staffed by experienced public agency urban planners, is established around the principle that community planning and development ultimately serve the public interest. Services to be provided under this contract will be performed aim, ,t entirely by Ms. Owston. She is prepared to make the City of San Juan Capistrano her top priority for the duration of the contract term, and will report to San Juan Capistrano City Hall as required to perform the work under the direction of the Planning Director and Principal Planner. In addition to the services of Ms. Owston, Civic Solutions, Inc. will make other professional community developmearstaff available, as needed or requested the City, to perform services requiring special expertise or to expand the staff's capacity to meet unanticipated workload demands. Ms. Owston will manage the entitlement process for each development application assigned to her. She will coordinate with other staff or departments, and respond to direction of the department's administrative staff the same as if she were a City employee. Her activities will be integrated seamlessly into the departments operations. Services and work products that she will provide are as follows: Case Mann eme.nt: Ms. Owston will assume the responsibility of keeping all of her project assignments on schedule. She will make certain that the following determinations are made within the time limits specified by State Law or by local ordinance: a. Determination of Completeness b. Initial Study and Notice of determination c. Negative Declaration and notice of public review period d. Public Hearing Notification e. Final CEQA documentation Ms, Owston will also coordinate schedules and issues with other departments and public agencies. She wili also coordinate site specific studies, such as traffic analyses, soils reports, parking studies, etc., making sure they are completed within the established project schedule. Types of development applications Ms. Owston is capable of managing include subdivisions, parcel maps, re -zones, General Flan amendments, Conditional Use Permits, Variances, Planned Community and Planned Development applications, Specific Flans and design review applications. 2. ARW$s s_ancf Fdeview: Ms. Owston will review plans and accompanying documentation for compliance with the City Zoning Ordinance, State Planning, Zoning and Subdivision Laws, and the California Environmental Quality Act (and Guidelines). She will also apply her knowledge of the principles of good urban planning to her assigned projects. J. Reports and ©o"Mentation: Ms. Owston will prepare all documentation normally associated with managing the process for new development applications in the foram prescribed by the City of San Juan Capistrano: a. Screen Check letters, identifying all issues and code conflicts from Planning and other departments, upon initial plan review City of San Juan Capistrano 3 Civic Solutions, Inc. b. Correspondence, memos and special reports c. Staff Reports d. Resolutions, Ordinances 4. presentations: Ms. Owston will make presentations to approving bodies in accordance with the protocol established by the City of San Juan Capistrano. He will also attend and make presentations at other meetings if requested, including community forums, neighborhood meetings, homeowner groups and meetings of other jurisdictions or agencies, 5. Other Assistant Planner level assignments made by the Client. Optimal Services Civic Solutions, Inc. is prepared to support the Community Development Department by providing other support services if they are requested: 1. Ad itional Areas of E2x ertise: Civic Solutions' staff can provide municipal planning expertise such as the following. a. Transportation Planning and Site Specific Analysis b. Annexation Process c. Development Agreements d. Redevelopment Planning e. Inter -jurisdictional Coordination f. Zoning Code Amendments g. Architectural Design Guidelines h. Special multi -media or computerized presentations (PowerPoint, etc.) i. Graphics projects and graphics integration into staff reports 2. Additional Staff: In the event of an extraordinary workload demand, Civic Solutions will assign additional staff upon request. Staff is available at all levels. Often, in such cases, the optimum solutions is to assign Civic Solutions' Planning Technicians to handle public notices, posting property, preparing initial studies and conducting basic case history research in order to reduce the cost of having of more experienced consultant or City staff to handle such routine tasks. In the event the City chooses to utilize the optional services described above, Civic Solutions will use the Schedule of Pees below for any additional staff augmentation services SCHEDULE OF FEES Gonsultin Services Civic Solutions, Inc. will perform consulting services at the following hourly rates: Principal $105.00 Senior Project Manager $95.00 Senior Planner $05.00 Associate Planner $72.00 Assistant Planner $60.00 Planning Technician $45.00 Secretarial Services $35.00 Work performed on a time and materials basis will be billed monthly, and will be due within 15 days. Reimbursable Expenses Blue line reproduction of plans Large duplication or document publishing projects Specialized graphics projects Messenger and overnight delivery services of ,yuan Capistrano 4 The following outline describes Civic Solutions' commitment to professional services for this contract: 1. Cost -Containment Civic Solutions is concerned about keeping applicants' costs at a minimum, maintaining good applicant relations for the City, and providing a high quality of service. We have established our own system of tracking each case, and can provide the City with management reports that are updated weekly. 2. Nan Billable Administrative Overhead: Civic Solutions will bill only for time actually spent doing case processing or other assigned professional work. All other activities associated with carrying out the contract are not billable, and are therefore considered ovej..�ad nr administrative functions contained within the hourly rate. Typical examples of non -billable overhead activities are: a. Discussions with staff or applicant about the cost of our services or to address billing disputes. b. Meetings to discuss our work performance, our contract or additional services. c. Travel time to and from the City of San Juan Capistrano. d. Preparation of invoices and other administrative clerical services. e. Contract administration, such as preparing or discussing contract amendments. f. Time spent resolving errors in the event Civic Solutions is responsible. 3. Detailed Invoices. Upon request, Civic Solutions will prepare detailed invoices that facilitate City billing of applicants. A separate invoice is prepared for each project, and provides for the following: a. A daily description of all tasks and total hours worked. b. A separate invoice for each applicant's case, to permit the City to track and bill each applicant separately. c. Task descriptions that are the same as those used by City staff, which facilitates comparison of staff and consultant performance. d. Allocation of project management time (case management on the invoice). e. resignation of all staff positions performing the work. 4. Tea�Wrog4A Even though, in this case, one employee of our firm will be assigned to work exclusively at the City of San Juan Capistrano, the firm as a whole takes responsibility for the work under the contract. In close cooperation with the City, we will implement any resources from our team needed to ensure the successful completion of all work assigned. This includes t:.irjirlg, professional development, continuity during planned and unplanned absences, and on-the-job r'e SQL rcing. 5. Manaceement of Potentia! Client Conflicts: Our cnnsr#Ming practice is focused on serving public agencies, homeowner associations and other entities that represent the public interest. Occasionally, individual property or business owners have used our services to understand and meet local zoning requirements in order to establish or expand a proposed land use. It is our policy to avoid such work within any city for which we are performing discretionary case processing services. Civic Solutions currently has three private sector clients that own property within or seek entitlements from the City of San ,Duan Capistrano: a. ME stir Garden: Zoning Entitlement b. Vasil. Patean' Zoning Entitlement c. E p ree Bend Community Association: Gate Study For these and any others our firm would consider in the future, we will seek City agreement before; serving such private sector clients. We are pleased to accept a. full disclosure provision in our municipal contracts addressing private sector client conflicts. City of San Juan Civic Certificate of insurance 1 of I *WARd44 1, V tk lHUtb: I IIIb IJ € U UtH i €wr INA € NUuI:€tS Ur- INSURAN(%Ez LI,5 1 EU blkLUW HAVE BFEN ISSUED rU I HF INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR E�€n� r VJVEINIVI�C Mrrvf - oT Inc r 1k,I b VCJIi€"€€L1 rlCNCIN 70 JUDjrC I IU ALL €YIL TLMM.7, LAULU€ TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP.DATE GENERAL LIABILI'T'Y Agency Name and Address: WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED. THIS CERTIFICATE IS ISSUED AS A MATTER OF Professional Practice ❑ Commercial General Liability INFORMATION ONLY AND CONFERS NO RIGHTS UPON Insurance Brokers, Inc. DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAL 30 DAYS WRITTEN NOTICETOTHE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES 2244 West Coast Highway, Suite 200 Combined Single Limit: NOT. AMEND, EXTEND OR ALTER THE COVERAGE Newport Beach, CA 92663 Aulh e r enlativ 09/07/01 AFFORDED THE POLICIES LISTED BELOW, Property Damage: Insureds Name and Address: Civic Solutions, Inc. CompaniesAffordin Policies: A -American Motorists Insurance Co. 31726 Rancho Viejo Rd., Suite 223 B.C.�r B' San Juan Capistrano, CA 92675 �#� E. J 1. �i - �, IC I' l id✓. '��fl'4 t Protective F. Disease/Policy Limit: $1,000,000 1, V tk lHUtb: I IIIb IJ € U UtH i €wr INA € NUuI:€tS Ur- INSURAN(%Ez LI,5 1 EU blkLUW HAVE BFEN ISSUED rU I HF INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR E�€n� r VJVEINIVI�C Mrrvf - oT Inc r 1k,I b VCJIi€"€€L1 rlCNCIN 70 JUDjrC I IU ALL €YIL TLMM.7, LAULU€ TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP.DATE rincnri n+inn of (lnnrn+in ren 11 nr+n+i.,r,nlll..hi.+lnnl��n}r:n+:"r.n 10.-.....4.,i :+....,.... *WrittPn at annrPnatP limit-, of liahilih/ not lace than Prnmint chnWn IS, ANU C,UNUI I €UNJ U3 - bUUH I`QL€(:lE.J. POLICY LIMITS General Aggregate: GENERAL LIABILI'T'Y Prod ucts-Com/Ops WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED. Aggregate: CANCELLATION: ❑ Commercial General Liability SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION Each Occurrence: DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAL 30 DAYS WRITTEN NOTICETOTHE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN Firs Dmg. (any one fire): ❑ Claims Made Combined Single Limit: NOTICE WILL BE GIVEN. Bodily Injuryiperson: Aulh e r enlativ 09/07/01 ❑ Occurrence Property Damage: Each Occurrence: ❑ Owner's and Contractors Aggregate: Statutory Limits Protective $1,000,000 Disease/Policy Limit: $1,000,000 Disease/Employee: 11 Per Claim Aggregate AUTO LIABILITY ❑ Any Automobile $0 ❑ All Owned Autos This Certificate shows the renew I of the ❑ Scheduled Autos insureds Workers' ornpensation overage ❑ Hired Autos only. All previously is ued Certificates, showing ❑ Non -owned Autos other coverage (s)and/or attach ents still ❑ Garage Liability apply. EXCESS LIABILITY ❑ Umbrella Farm ❑ Other than Umbrella Form A WORKERS' 7BG08842002 09/01/01 09/01/02 COMPENSATION AND EMPLOYER'S LIABILITY PROFESSIONAL LIABILITY` rincnri n+inn of (lnnrn+in ren 11 nr+n+i.,r,nlll..hi.+lnnl��n}r:n+:"r.n 10.-.....4.,i :+....,.... *WrittPn at annrPnatP limit-, of liahilih/ not lace than Prnmint chnWn IS, ANU C,UNUI I €UNJ U3 - bUUH I`QL€(:lE.J. POLICY LIMITS General Aggregate: THE AGGREGATE LIMIT IS THE TOTAL INSURANCE AVAILABLE FOR CLAIMS PRESENTED Prod ucts-Com/Ops WITHIN THE POLICY FOR ALL OPERATIONS OF THE INSURED. Aggregate: CANCELLATION: Personal and Adv. Injury: SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION Each Occurrence: DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAL 30 DAYS WRITTEN NOTICETOTHE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN Firs Dmg. (any one fire): THE EVENT OF CANCELLATION FOR NON-PAYMENT OF PREMIUM IN WHICH CASE 10 DAYS Combined Single Limit: NOTICE WILL BE GIVEN. Bodily Injuryiperson: Aulh e r enlativ 09/07/01 Bodily injury/accident: Property Damage: Each Occurrence: Aggregate: Statutory Limits Each Accident: $1,000,000 Disease/Policy Limit: $1,000,000 Disease/Employee: $1,000,000 Per Claim Aggregate $0 SLP 1 0 2001 PEmA fMN(3. Certificate Molder: 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: Planning Dept -,Attn: Lynette Adolthson SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION 32400 Paseo Adelanto DATE THEREOF, THE ISSUING COMPANY, ITS AGENTS OR REPRESENTATIVES WILL MAL 30 DAYS WRITTEN NOTICETOTHE CERTIFICATE HOLDER NAMED TO THE LEFT, EXCEPT IN Sall Juan Capistrano, CA 92675 THE EVENT OF CANCELLATION FOR NON-PAYMENT OF PREMIUM IN WHICH CASE 10 DAYS NOTICE WILL BE GIVEN. Aulh e r enlativ 09/07/01 cc' 32400 PAsEa ADEL.A.MTo SAN JUAN CA.PISTRANO, CA 32075 (949) 493-1171 (949) 493-9053 (FAX) v%'Ww,.sanJuaticEpistrano. oig August 21, 2001 Civic Solutions, Inc. 31726 Rancho Viejo Road, #223 San Juan Capistrano, CA 92675 MEN" 3ERS Vw THE CITY COUNCIL DIANE L. BATT IGArE.. JOHN S. GELFF JOHN GRE€NER WYATT HART ❑AVID M. SWERCLIN UTY MANAGER GEORGE SCJARBORCU GH RE: Compliance with Insurance. Requirements - Project Manager for the SunCal Vesting Tract Map 15609, Zone Change and General Plan Amendment The following insurance document is due to expire: Workers Compensation Certificate 911101 Please submit updated documentation to the City of San Juan Capistrano, attention City Clerk's office, 32400 Paseo Adelanto, San Juan Capistrano, CA 92675 by the above expiration date. If you have any questions, please contact me at (949) 443-6310. Sincerely, /WUM?� 00haaa&te Dawn M. Schanderl Deputy City Clerk cc: Lynnette Adolphson �u� X59: is San Juan Capistrano: Preserving the Fart to Enhance the Future 32400 PASEO ADFLANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www.san}uancapistrano.org September 4, 2001 Civic Solutions 31726 Rancho Viejo Road, Suite 223 San Juan Capistrano, CA 92675 Re: Personal Services Agreement Dear Sir or Madam: MEMBERS OF THE CITY COIJNCI1 DIANE L. BATHGATE JOHN S. GEIFF JOHN GRFNER WYATT HART DAVO M. SWEIRDLIN CITY MANAGER GEORGE SCARBOROUGH Enclosed for your records is an executed Agreement related to performing general project management. Services under this agreement are on-going at a cost not to exceed $14,500. All contract terms under Section 14. Insurance must be met prior to commencing work on this ..contact... bord8 indiat .1n..��pa.rtic,.UI6(,.:�.Our�:recthat your . ... .. ...... e Workers.Compensation Insurance.ex d S expired on : epternber 1,: 2001. Please provide us with a certificate indicating updated policy terms prior to commencing work. If you have any questions regarding this agreement, please contact Lynnette Adolphson, Management Analyst 11 at (949) 443-6325. Sincerely, Meg Mon MC City Cler�� I Enclosu cc,. Lynette Adolphson (with copy of agreement) Thomas Tomlinson, Planning Director 1/bawn Schanderl, Deputy City Clerk W wua "31F U F 'n 32400 PASEQ ADELANTO SAN JUAN CAPISTRANO, CA 92675 (949) 493-1171 (949) 493-1053 (FAX) www. saiijuaticapistrano.org September 4, 2001 Civic Solutions 31726 Rancho Viejo Road, Suite 223 San Juan Capistrano, CA 92675 Re: Personal Services Agreement Dear Sir or Madam: MEMBERS OF THE CITY COUNCIL DIANE L RATHGATE . OHN S. GELFF ,tOHN GREINER WYATT HART DAVID M. SWERDLIN CITY MANAGER GEORGE SCARBOROUGH Enclosed for your records is an executed Agreement related to performing general project management. Services under this agreement are on-going at a cost not to exceed $14,500. All contract terms under Section 14. Insurance must be met prior to commencing work on this contact. In particular, our records indicate that your Workers Compensation Insurance expired on September 1, 2001. Please provide us with a certificate indicating updated policy terms prior to commencing work. If you have any questions regarding this agreement, please contact Lynnette Adolphson, Management Analyst 11 at (949) 443-6325. Sincerely, Meg Mona Mc City ClerV NERMI CC' Lynette Adolphson (with copy of agreement) Thomas Tomlinson, Planning Director ,_,9-lJawn Schanderl, Deputy City Clerk F CV11�s PRacum RECEIVED kCORDIA OF C,ALIFO 3Q 1157 AN '01 INSURANCE SERVICES, INC. P.O. Box 241010 CiTl( ci_�lK LODI CA 95241-9514 0E".) ' -,F, ' JUAN :IVIC SOLUTIONS INC 31726 RANCHO VIEJO ROAD 40. 223 ;AN JUAN CAPISTRANO, CA 92675 !!:AZC80567780 ONFO AUTOS L"ll- F®' txcess "Tv —lUMURELLA FORM m'en-:FAN ti AA FOAM a THE H OTHER' DOCS; ABOVE 7� ti { I PERIOD DESCRY I )14EA tv )s = ra �u � (_ WRMTS. )LFCYEFFEC"6FM POLICY EXPI1AVOFi jTE (ROWODIM DATE (MM/10Nyl !;/05/Q1 /05/02 /15/01 P5/15,102 DAMAGE (Any ons fire) AXP. (Ay Orfs p.,.) _ OINEOSINGL. p o°TAT€iSP3FE°f LIMO M•' iIS,E,9S€:... EACH EMPLOYEE rE TI 'IC . T HOLDER IS SHOWN S ADDITIONAL INSURED AS PER C 2€10 A`I°I''v—H De gITH RESPECT TO LIABILITY ARISING OUT OF ACTIVITIES PERFORMED BY OR 3N SE A.L )f THE NAMED INSUREDS 10 DAY NOTICE APPLI FOS. i4O - PA ENT OF P E� i- Jm. '� i 16 7 SIO#1LD ANY OF WE AZ0WI OFSCQ IOE'D P05 CWS BE C;ANCF (_€ -D 8uLORE -(OE Fxpjf!Ak IC 41 DATE THE,RE.O . R HE ISSWING C:O€4 P fzNYLL (. EI 'D `iAlvQ TG CITY � 9 SAN, JUAN CAP I - MAR -.j. -0L _.I_ __DAYS VVAFIE� IN ¢�"�OC TG THE �:E97I� �c�r� � :..��� NAMED �� ��a 'RANO PLANYING DEPT, LEFT, BUT FAILURE TO MWL WCH NOT`(CE SFAi L BNflF'C3,SE NC c BLIGATION OR 32400 PASE0 ASD `LANT L(ABILrRY OF ANY YQN0 IJP0V THE COMPAW ITS AGEWS OR F EPAESENTAW S. SAN JUAN CAPTSTCA 92675 ak k z [ ift May 30, 2001,�*M EMRM: CNIC SOLUTIONS, INC- 00w"CM GENERAL LDVn`4 . .'W Cy NUMm:-. kZC80567780 jNgURNKZ CCN,*W-. FIREMAN , S FUND INSURANCE CO. I ITIM 1:1 T This endorsement =difies insurance provided mder tfLe f0llOwing: -9aw" Nme of perem or Ckganizaticn: ciTy OF SAN JUAN CWISTRAND plAMM DEPARTMM ATTN: DAWN SCHANDEW-A 32400 PASSID ADELANT) SAN jMN CApISTRANO, CA, 92675 12 v �z- ,�FFORNIX NgaAWY JE DiC J 20 10 11 85 Cod rift. 1-nsurar ,,Ce Se- ices Officj-, Inc.! 1984 V Certificate of Insurance 1 of I #)R474 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. Insureds Name and Address: Civic Solutions, Inc. 31726 Rancho Viejo Rd., Suite 223 San Juan Capistrano, CA 92675 comp A. American Motorist: B. Lloyd's of Landon C. D. E. —crsH — E --a E U t trn I WY I nAI VULIL T Z car INSUHANL:E LIST ED 6ELOW HAVE SEEN 4S5UEO TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OA OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR _ �wc.iwEca L/=. Umin u Y VNt=IN IZ) Z3ULWLU I E V ALL, I I9G E thMJ, EXC.LU3IUNJ, ANU UUNUI I IUNS O3 - SUCH POLICIES TYPE OF INSURANCE POLICY NUMBER EFF.DATE EXP.DATE Dw—Crirat;can of Operations/L.oc;,ations/Vehi(:,(es/Restrictions/Special iterns: ALL_ G; NAE NfiMFO INrSrif?EQ. T,Jriti� r—at_<ag:�_req tv (units of!iabili Oertificate I-Iolder: C it1 ', of S. -m, Man C apist ,mo l 1 , q, 1)ept p :� :?ri.f -all z.�e�13i"ICa'ea1143, CA���; / :Cant shown POLICY LIMITS General Aggregate: GENERAL LIABILITY Products-ComlUps Aggregate: ❑ Commercial General Liability Each Occurrence: Fire Dmg. (any one fire): ❑ Claims Made Combined Single Limit: Bodily Injury/person: ❑ Occurrence Property Damage: Each Occurrence: ❑ Owner's and Contractors Aggregate: ------------ Statutory Limits Protective $1,i?t)0,000 Disea;elPolicyLimit: $1,000,000 Disoase/Employee: `11,()00,000 Pe, Claim i,000,000 A c?r gate $1.000,000 AUTO LIABILITY ❑ Any Automobile ❑ All Owned Autos ❑ Scheduled Autos ❑ Hired Autos ❑ Non-owm,d Autos U (:garage Inability ❑— I EXCESS LIABILITY C-..1 Umbrella Form Ll (l'ther than Umbrella Form _._ A WORKERS' 7BG08842001 Q9lU1l00 09101/01 COMPENSATION AND EMPLOYER'S LIABILITY F FiflFESSIONAL (ABILITY` APAI i8 I,i 0810&'O0 A 08/08/01 ,` _- i Dw—Crirat;can of Operations/L.oc;,ations/Vehi(:,(es/Restrictions/Special iterns: ALL_ G; NAE NfiMFO INrSrif?EQ. T,Jriti� r—at_<ag:�_req tv (units of!iabili Oertificate I-Iolder: C it1 ', of S. -m, Man C apist ,mo l 1 , q, 1)ept p :� :?ri.f -all z.�e�13i"ICa'ea1143, CA���; / :Cant shown POLICY LIMITS General Aggregate: �— Products-ComlUps Aggregate: Personal and Adv. Injury: Each Occurrence: Fire Dmg. (any one fire): Combined Single Limit: Bodily Injury/person: Bodily Injury/accident: Property Damage: Each Occurrence: Aggregate: ------------ Statutory Limits Each Ac6dent: $1,i?t)0,000 Disea;elPolicyLimit: $1,000,000 Disoase/Employee: `11,()00,000 Pe, Claim i,000,000 A c?r gate $1.000,000 tH!'- =G+Fsa fi1F.#-Ik IS H -,Or/4 ftliE IRANCE AVbII4BF -C,,FORCt, %10,11P.EsFNfir;D WITHIN THE 'POI_?CY FG,'t ALL ',)Pf FR =TIONS OF Thi€-' CAN€". ELLATMN7 SHOW1) ANY OF THE. ABOVE af=SC":€?I�kn i�'< L3[ Ilei E3F, G',"-.rv(:¢;I_F.i7 SEFORC 'n4E EXPIHATION DAIL TMtEriFOF-, .n -IF- IS$UINC CCJMPANYr"F : A04,N Gk4. I'1=i'r?ca56a,NTATrdCS WIi-t, w -,IL 3o DAYS VJRI'1'?', N ?+f(aVICE :"C ifiE r,EprhF CAT(_, HC;1.,r;1FIF ^:�":MS D 7'i hIE-F.�-F i, E' Gi F'T !Pi THEr-w-,NTC7F(-ANCEU,1 TION G H NOTF-r A e irC"fJr:;F rllq? -wtlhh IN W:IicH CASE 10 ow --C WIT(( 6r j1qR.L.8rGiVFN . g .__ _ „r_ ....... ............. ...... -`- _,,,._...,. -.. _.