15-0519_MARINA LANDSCAPE MAINTENANCE_Transmittal Agr to Marina Landscape Maint.32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, OA 92675
(949) 493-1171
(949) 493-1053 FAX
www.sanjuancapistrano.org
MEMBERS OF THE CITY COUNCIL
SAMALLEVATO
KERRY K. FERGUSON
RAM PATTERSON, ESQ.
JOHN M. PERRY
DEREK REEVE
TRANSMITTAL
TO:
Marina Landscape Maintenance, Inc.
Attn: Robert B. Cowan
1900 S. Lewis Street
Anaheim, CA 92805
DATE: June 19, 2015
FROM: Christy JakI, Deputy City Clerk (949) 443-6310
RE: Personal Services Agreement - Landscape Maintenance and Repair Services
An original agreement is enclosed for your records
To date, insurance documentation as outline in Section 14 of the Personal Services
Agreement has not been provided. Please provide the all the required insurance
documentation as soon as possible. Any compensation will be withheld until all insurance
documentation has been provided. If you have questions related to insurance requirements,
please call me directly at (949) 443-6310.
If you have questions concerning the agreement, please contact Jill Thomas, Senior
Management Analyst at (949) 443-6362.
Cc: Jill Thomas, Senior Management Analyst
San Juan Capistrano: Preserving the Past to Enhance the Future
Printed on 100% recycled paper
CITY OF SAN JUAN C
DOCUMENT TRANSMIT
This form is for the transmittal of docu
(e.g. Agreements, Contracts, Dee
Date: 05/19/2015 Agenda Item No. (if Applicable): "3
City Council, SJCHA or SACRA Meeting Date (if applicable): CITY COUNCIL
Brief description of document and/or services provided: PSA WITH MARINA LANDSCAPE FOR LANDSCAPE MAINTENANCE
AND REPAIR SERVICES FOR CITY FACILITIES
PUBLIC WORKS Staff Contact: JILL THOMAS - 6362 Submitting Department:
Please sign each original of the attached document, where indicated and circulate in the below route order as applicable
(Please note the procurement limitations below). When the document is fully executed, the City Clerk will provide a signed
copy to the submitting department and to the Financial Services Department (when applicable), and will mail a signed
original to the contractor/consultant.
Step 1 [•] Purchasing - For Procurement Contracts/Agreements (if applicable)
$3,000 or less — {Department Head's Authority - No Purchase Order Required - STOP - further routing not necessary)
$3,001 - $10,000 - (Department Head's Authorit)')
$ 10,001 - $45,000 - (C//)' Manager's Authority)
$45,001 or over — (City Council Approval Required*) *Date of Council Approval: or Resolution. No.:
Public Contracts $45,000 or less - (City Manager's Authority Required)
Public Contracts over $45,000 - (City Council's Authority Required*) *Date of Council Approval: °5/19/15
Resolution. No.:
Step 2 • Department Head
1 Approved
I I Not Approved
I 1 Not Applicable
Director's Initials/Date
Step 3 • City Attomey
I I Approved
I I Not Approved
I I Not Applicable
City Attorney's Initials/Date
Step 4 • Finance
I 1 Funding Available
1 INn Funding Available
] Budget Amendment Required
Notes:
Finance Initials/Date
Step 5 • City Manager
I I Approved
i I Denied
City Manager's Initial's/Date:
Step 6 CD Insurance Requirements (if applicable) *Mark the requirements included in the attached document.
H Commercial/General Liability
II Auto Liability
3 Professional/Errors and Omissions
3 Public Works Contracts - Labor/Material & Performance Bonds
3 Additional Insured Endorsement
I I Worker's Compensation
I I Not Applicable
Step 7 • City Clerk (For Final Routing)
I I Approval Process Completed - Copy of Contract Transmittal Form with documents forwarded to FS Department or
back to the originating department as appropriate.
I 1 Denied - Returned to submitting department. Please provide the following and return to the City Clerk's Office:
City Clerk's Initial's/Date:
Page 1 of2
1. Contractor/Consultant Name:
2. Business License*: Yes No License Number: Date of Expiration
3.
*If work is performed in the City, a Business License is required.
Contract Amount: $
4. Budget Account Number:
5. City Services and Facilities to be provided (If Applicable):
6. Is this a standard City contract? Yes 1 No If no, explain:
7. Are two original contracts submitted? i Yes _ No If no, explain:
8. Contract Date: Expiration Date:
9. Insurance Certificate (if applicable) attached: | | Yes | | No If no, explain
Purchase (if applicable) Requisition attached: Yes No If no, explain:
Bid Recap (if applicable) attached: Yes No If no, explain:
W-9 Form (if applicable) attached: Yes No If no, explain:
New Vendor Application Form (if applicable) attached: Yes No If no, explain:
14. Does this document need to be recorded? I | Yes LH NO If Yes, please provide only one
original copy.
The Financial Services Department will issue a Purchase Order (PO) to the submitting department, once all of the
information on this Contract Transmittal Form has been received by finance through the City Clerk's Office.
Page 2 of2
LEGAL SERVICES REQUEST FORM
City of San Juan Capistrano
City Attorney's Office
PLEASE SUBMIT ALL DOCUMENTS ELECTRONICALLY
Date of Request 5/14/2015 Primary Contact Person
(Project Manager)
n Urgent (Same Day)
g] High Priority (2 Days)
• Regular (2 Weeks)
n Lower Priority (2+ Weeks)
Due Date:
Jill Thomas, Senior Management Analyst
Requesting Dept Public Works Phone #/ E-mail 443-6362
Signature of Dept Head Project Name
NATURE OF REQUEST
MARINA LANDSCAPE PSA
0 Review Draft Agreement/Contract
• Draft/Review Municipal Code Amendment
0 Review Report & Resolution for CC Agenda
• Review Report & Prepare Ordinance for CC Agenda
• Review Report & Draft Resolution for PC Agenda
• Legal Opinion
• Other (please describe):
List of Attached Materials:
Personal Services Agreement- Marina Landscape Maintenance, Inc.
Landscape Maintenance and Repair Services for City Facilities
Background Information:
PSA going to city council for approval on 5/19/2015
BELOW FOR ATTORNEY USE
• Need further back-up info:
Completion Date: By Attorney:
City Attorney comments:
FINAL APPROVAL:
• City Attorney
November 2011