COMPLETED BOARD ORDER�"-��34
Before the Board of Supervisors in and for the
County of Monterey, State of California
Agreement No: A-11225; A-11226
a. Approve Amendment No. 2 to Professional Services Agreement No. A-
11225 with Denise Duffy & Associates, Inc. DDA) where the Base
Budget is increased by $36,995 to $318,330 with a Contingency increase
of $5,549 to $47,749, for a total amount not to exceed $366,079 to
provide additional services associated with the Environmental Impact
Report EIR) for the Villas de Carmelo PLN070497) in Carmel, Coastal
Zone, for a term through December 31, 2009;
b. Approve Amendment No. 2 to Funding Agreement No. A-11226 with
Carmel Hospital Development, LLC where the Base Budget is increased
by $36,995 to $318,330 and the County Surcharge is increased by $6,289
to $107,256, with a Contingency increase of $5,549 to $47,749, for a
total amount not to exceed $473,335 to allow funding to Monterey
County for costs incurred by DDA. and County departments to provide
additional services associated with the EIR for the Villas de Carmelo
PLN070497) in Carmel, Coastal Zone, for a term through December 31,
2009; and
c. Authorize the Director of Planning to execute Amendment No. 2 to
Professional Services Agreement No. A-11225, Amendment No. 2 to
Funding Agreement No. A-11226 and future amendments to these
Agreements where the amendments do not exceed ten percent 10%) of
the original Agreement amounts and do not significantly alter the scope
of work.
Contract PD060228/Denise Duffy and Associates, County-wide)
Upon motion of Supervisor Salinas, seconded by Supervisor Parker, and carried by those
members present, the Board hereby:
a. Approved Amendment No. 2 to Professional Services Agreement No. A-11225 with Denise
Duffy & Associates, Inc. DDA) where the Base Budget is increased by $36,995 to $318,330
with a Contingency increase of $5,549 to $47,749, for a total amount not to exceed $366,079
to provide additional services associated with the Environmental Impact Report EIR) for the
Villas de Carmelo PLN070497) in Carmel, Coastal Zone, for a term through December 31,
2009;
b. Approved Amendment No. 2 to Funding Agreement No. A-11226 with Carmel Hospital
Development, LLC where the Base Budget is increased by $36,995 to $318,330 and the
County Surcharge is increased by $6,289 to $107,256, with a Contingency increase of
$5,549 to $47,749, for a total amount not to exceed $473,335 to allow funding to Monterey
County for costs incurred by DDA and County departments to provide additional services
associated with the EIR for the Villas de Carmelo PLN070497) in Carmel, Coastal Zone, for
a term through December 31, 2009; and
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COMPLETED BOARD ORDER�"-��34
c. Authorized the Director of Planning to execute Amendment No. 2 to Professional Services
Agreement No. A-11225, Amendment No. 2 to Funding Agreement No. A-11226 and future
amendments to these Agreements where the amendments do not exceed ten percent 10%) of
the original Agreement amounts and do not significantly alter the scope of work.
PASSED AND ADOPTED this 21St day of July, 2009, by the following vote, to wit:
AYES: Supervisors Armenta, Salinas, Calcagno, Parker
NOES: None
RECUSE: Supervisor Potter
I, Gail T. Borkowski, Clerk of the Board of Supervisors of the County of Monterey, State of California, hereby
certify that the foregoing is a true copy of an original order of said Board of Supervisors duly made and entered in
the minutes thereof of Minute Book 75 for the meeting on July 21, 2009.
Dated: July 22, 2009 Gail T. Borkowski, Clerk of the Board of Supervisors
Countyp~nterey, State of California
By
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SIGNED BOARD REPORTX��"-��MONTEREY COUNTY BOARD OF SUPERVISORS
MEETING: July 21, 2009 Consent AGENDA NO.: 34
SUBJECT: a. Approve Amendment No. 2 to Professional Services Agreement No. A-11225
with Denise Duffy & Associates, Inc. DDA) where the Base Budget is
increased by $36,995 to $318,330 with a Contingency increase of $5,549 to
$47,749, for a total amount not to exceed $366,079 to provide additional
services associated with the Environmental Impact Report EIR) for the Villas
de Carmelo PLN070497) in Carmel, Coastal Zone, for a term through
December 31, 2009; and
b. Approve Amendment No. 2 to Funding Agreement No. A-11226 with Carmel
Hospital Development, LLC where the Base Budget is increased by $36,995
to $318,330 and the County Surcharge is increased by $6,289 to $107,256,
with a Contingency increase of $5,549 to $47,749, for a total amount not to
exceed $473,335 to allow funding to Monterey County for costs incurred by
DDA and County departments to provide additional services associated with
the EIR for the Villas de Carmelo PLN070497) in Carmel, Coastal Zone, for
a term through December 31, 2009; and
c. Authorize the Director of Planning to execute Amendment No. 2 to
Professional Services Agreement No. A-11225, Amendment No. 2 to Funding
Agreement No. A-11226 and future amendments to these Agreements where
the amendments do not exceed ten percent 10%) of the original Agreement
amounts and do not significantly alter the scope of work.
Contract PD060228/Denise Duffy & Associates, County-wide)
DEPARTMENT: RMA Planning
RECOMMENDATIONS:
It is recommended that the Board of Supervisors:
a. Approve Amendment No. 2 to Professional Services Agreement No. A-11225 with Denise
Duffy & Associates, Inc. DDA) where the Base Budget is increased by $36,995 to
$318,330 with a Contingency increase of $5,549 to $47,749, for a total amount not to exceed
$366,079 to provide additional services associated with the Environmental Impact Report
EIR) for the Villas de Carmelo PLN070497) in Carmel, Coastal Zone, for a term through
December 31, 2009; and
b. Approve Amendment No. 2 to Funding Agreement No. A-11226 with Carmel Hospital
Development, LLC where the Base Budget is increased by $36,995 to $318,330 and the
County Surcharge is increased by $6,289 to $107,256, with a Contingency increase of $5,549
to $47,749, for a total amount not to exceed $473,335 to allow funding to Monterey County
for costs incurred by DDA and County departments to provide additional services associated
with the EIR for the Villas de Carmelo PLN070497) in Carmel, Coastal Zone, for a term
through December 31, 2009; and
c. Authorize the Director of Planning to execute Amendment No. 2 to Professional Services
Agreement No. A-11225, Amendment No. 2 to Funding Agreement No. A-11226 and future
amendments to these Agreements where the amendments do not exceed ten percent 10%) of
the original Agreement amounts and do not significantly alter the scope of work.
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SIGNED BOARD REPORTX��"-��SUMMARY/DISCUSSION:
Amendment No. 2 to Professional Services Agreement PSA) No. A-11225 and Amendment No.
2 to Funding Agreement FA) No. A-112.26 provides funding for additional services in relation
to the completion of EIR for the Villas de Carmelo. Amendment No. 2 will increase the PSA by
$42,544 $36,995 base budget plus a $5,549 contingency fee), for a total amount not to exceed
$366,079 and will increase the FA by $48,833 $36,995 base budget plus a $5,549 contingency
fee and $6,289 for surcharge), for a total amount not to exceed $473,335 and extend the term
through December 31, 2009.
Synopsis of PSA and FA:
Agreement/ BOS Director Bud get for Agreements Total Amount of Agreements
Amendment Approval Approval Base Budget Contingency Surcharge PSA FA
PSA and FA 7/8/08 7/11/08 $ 281,335 $ 42,200 $ 100,967 $ 323,535 $ 424,502
1 N/A 2/24/09 Extended Term of PSA and FA to August 31, 2009
2 Pending Pending $ 36,995 $ 5,549 $ 6,289 $ 42,544 $ 48,833
GRAND TOTAL $ 318,330 $ 47,749 $ 107,256 $ 366,079 $ 473,335
OTHER AGENCY INVOLVEMENT:
The Office of County Counsel and Auditor-Controller Office have reviewed and approved
Amendment No. 2 as to form and fiscal provisions, respectively.
FINANCING:
Pursuant to the terms of the FA with Carmel Hospital Development, LLC and the County, the
expenses of DDA to complete an EIR associated with the Villas de Carmelo will be funded
through the FA with the Project Applicant. There will be no impact to the General Fund.
Approved by:
Mike Novo, AICP
Director of Planning
Dated: July 13, 2009
Attachments: Exhibit A Board Order
Amendment No. 2 to the Professional Services Agreement on file with the Clerk of the
Board)
Amendment No. 2 to the Funding Agreement on file with the Clerk of the Board)
Amendment No. 2 to PSA No. A-11225 with DDA Page 2 of 2
Amendment No. 2 to FA No. A-11226 with Carmel Hospital Development, LLC
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AMENDMENT NO. 2 TO A-11225"-�
�Amendment No. 2 to
County of Monterey Agreement for Professional Services with
Denise Duffy & Associates, Inc. for the
Environmental Impact Report for the Villas de Carmelo
This Amendment No. 2 to County of Monterey Agreement for Professional Services hereinafter,
Amendment No. 2") is made and entered, by and between the County of Monterey, a political
subdivision of the State of California hereinafter, COUNTY"), and Denise Duffy &
Associates, Inc. hereinafter, CONTRACTOR").
This Amendment No. 2 further amends the AGREEMENT FOR PROFESSIONAL SERVICES
entered into with CONTRACTOR on July 11, 2008 hereinafter, AGREEMENT"), and
amended by the parties on February 24� 2009 hereinafter, Amendment No. 1 as follows:
1. Amend Section 2 of AGREEMENT, Payments by County", to read as follows:
County shall pay the CONTRACTOR in accordance with the payment provisions set
forth in Exhibits A and A-i, subject to the limitations set forth in this AGREEMENT. The total
amount payable by County to CONTRACTOR under this AGREEMENT shall be increased by
$42,544.00, for a total amount not to exceed the sum of $366,079.00.
2. Amend first sentence of Section 3 of AGREEMENT, Term of Agreement", to read as
follows:
The term of this Agreement is from June 3, 2008 to December 31. 2009, unless sooner
terminated pursuant to the terms of this Agreement.
3. Amend Section 4 of AGREEMENT, Additional Provisions/Exhibits", to read as
follows:
The following attached exhibits are incorporated herein by reference and constitute a part
of this Agreement:
Exhibit A Scope of Services/Payment Provisions
Exhibit A-i Scope of Services/Payment Provisions
4. Except as provided herein, all other terms and conditions of AGREEMENT, as amended
by Amendment No. 1, shall remain in full force and effect.
5. If there is any conflict or inconsistency between the provisions of AGREEMENT,
Amendment No. 1 or Amendment No. 2, the provisions of Amendment No. 2 shall
govern.
Page 1 of 2
Amendment No. 2 to Professional Services Agreement
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $366,079.00
A-11225
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11225"-�
�IN WITNESS WHEREOF, the parties hereby execute this Amendment No. 2 as follows:
COUNTY OF MONTEREY
CONTRACTOR*
By: Denise Duffy & Associates, Inc.
Director of Planning
Date:
By:
Contractor's Business Name
esident
Approved as to Form
Its: Qe t t u O P/e?;1J t'
Name and itle)
Date:
By:
5/o
Signature of Secretary, Asst. S�creta', CFO or
Assistant Treasurer)
By: afth Its: 12~I 0,C
efi(~ //
Deputy County Counsel Name and Twit el)
Date:
Approved as to Indemnity, Insurance Provisions
By:
Date:
Risk Management
Date: Ce Is o 5
*INSTRUCTIONS: IF CONTRACTOR is a corporation, including limited liability and non-profit corporations, the
full legal name of the corporation shall be set forth above together with the signatures of two specified officers. If
CONTRACTOR is a partnership, the name of the partnership shall be set forth above together with the signature of
a partner who has authority to execute this Agreement on behalf of the partnership. IF CONTRACTOR is
contracting in an individual capacity, the individual shall set forth the name of the business, if any, and shall
personally sign the Agreement.
Page 2 of 2
Amendment No. 2 to Professional Services Agreement
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $366,079.00
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11225"-�
�EXHIBIT A-1- SCOPE OF SERVICES / PAYMENT PROVISIONS
Denise Duffy & Associates, Inc.
Proposal for Planning Services for Villas de Carmelo EIR
Additional Tasks May 13, 2009
DD&A originally submitted a scope of work for planning services in April 2008 with the
original EW scope of services. The Scope of Services was resubmitted on January 29,
2009. Based on our communications with County staff, we are herby resubmitting this
May 2009 revised scope and budget for consideration and processing.
Additional Tasks Requested by the County. The County has requested planning
assistance for tasks related to the Villas de Carmelo Project. These tasks are outlined
below and are in addition to tasks identified and contracted in the EIR scope of work.
Tasks include staff planning assistance with hearings, including preparation of draft
staff reports and project findings, compiling conditions of approval, and providing
hearing assistance for processing the project.
These tasks include:
1) Project Initiation for Planning Services. DD&A shall initiate this project with a
project meeting to include discussion of schedule, project milestones, and review of staff
planning procedures to facilitate communication between County departments during
the hearing phase of the project. DD&A will coordinate with the County's webmaster
for posting of project-related information. This task assumes one meeting/conference
call with the County and applicant.
Work Product: Draft Schedule
2) Review Staff Reports Templates and Compilation of Applicable Conditions of
Approval for Project. DD&A will review and compile applicable County templates for
staff reports in order to conduct tasks below. This task includes compilation of standard
and project conditions from County Departments. This task assumes one conference
call with the County and calls with each pertinent County Department to discuss project
conditions. It is assumed that the County planner will assist with provision of
conditions from other departments.
Work Product: Draft Standard Conditions
3) Preparation of Public Notices for Public Hearings and CEOA Action. DD&A using
approved templates for County notices, will prepare the hearing notices in draft form
for review and approval for use by the County for public notices for each of the three
hearings proposed. At the direction of the County, DD&A staff will coordinate posting
the site also.
Work Products: Draft and Final Notices for Subdivision Hearing, PC
Hearing, and Hearing at Board of Supervisors
Page 1 of 5
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11225"-�
�EXHIBIT A-1- SCOPE OF SERVICES / PAYMENT PROVISIONS
4) Preparation of Draft Staff Report for Use by Hearing Bodies.
Staff Reports: DD&A will prepare and submit a draft staff report and, based upon one
set of comments from the County, prepare a final staff report for use by Monterey
County Planning Department to present at one hearing each of the following hearing
bodies: Subdivision Committee, Planning Commission, and Board of Supervisors.
Work Products: Draft and Final Staff Report for one hearing at each of the
following hearing bodies: Subdivision Hearing, PC Hearing, and Hearing at
Board of Supervisors. Assumes one draft and one final staff report work product.
CEOA Findings: In addition, DD&A will prepare and submit a draft set of CEQA
Findings and a draft CEQA Resolution for review and use by the County. DD&A will
revise the findings based upon one set of comments from the County and prepare one
final set of findings for use by Monterey County Planning Department. The findings will
be based upon the analyses provided in the Final EIR pursuant to requirements of
CEQA.
Work Products: Findings. Assumes one draft and one final work product.
Project Findings: DD&A will prepare one set of recommended Findings and Evidence
for Consideration of Approval of the Project for consideration by the hearing bodies.
Work Products: Findings. Assumes one draft and one final work product.
Conditions of Approval: DD&A will coordinate, compile, and edit a set of project
conditions provided by County Departments and other agencies and work with the
Planning and Building Department to convert EIR mitigation measures into project
conditions of approval. For this task, DD&A assumes that the Planning Department
shall forward conditions from County Departments to DD&A.
Work Products: Conditions. Assumes one draft and one final work product.
5) Meetings and Hearings. In addition to the meetings identified in the EIR scope of
work under a separate contract process, DD&A will attend, present, and provide
meeting materials for the following hearings and County conferences/meetings: one for
project conditions; one for findings; and one each prior to the hearing at the Subdivision
Committee, Planning Commission, and Board of Supervisors. This scope of work
assumes six meetings or conference calls relative to preparation of the tasks identified
above. In addition, this scope includes attendance at an additional hearing. The scope
of work for the EIR includes one Planning Commission Meeting and one Board of
Supervisors hearing attendance; this scope includes an additional hearing attendance at
the Subdivision committee level.) Additional meetings or hearing attendance will be
Page 2 of 5
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11225"-�
�EXIIIBIT A-1- SCOPE OF SERVICES / PAYMENT PROVISIONS
billed at a time and materials basis against the contingency for the project. See the EW
scope of work' 2)
6) Materials. DD&A will prepare a Powerpoint presentation in the typical format for
hearings. at the initiation of the County hearing process. This presentation will be
reviewed and approved by the County planning staff and used for the three hearing
bodies.
Additional Tasks Requested by the County. To complement tasks outlined in the
scope of work, additional assistance and project management support may be required
in order to maintain an acceptable project processing schedule. DD&A will be available
for additional services and meetings on a time-and-materials basis and upon request. 3
Task Description Task Total
Rate l)
1) Project Initiation $970
2) Staff Reports, Condition Correspondence & Public
Notices
$1,780
3) Draft Findings/ Condition Language $9,870
4) Prepare Final Project Staff Reports and CEQA
Resolutions
$16,550
5) Coordination, Conference Calls and Meetings. Additional
Hearing
$5,210
Preparation of Presentations and Materials $2,365
Expenses phone, fax, reproduction, mileage, courier) $250
Total cost labor & expenses) $ 36, 995
See EIR scope of Work, 2008.
2 Task for Meetings
The EIR contract scope and cost estimate includes attendance at one kickoff meeting; one public scoping
meeting; one progress meeting during Administrative Draft EIR preparation; and two meetings to address
County staff comments on the Administrative Draft EIR". These meetings have been completed. No further
meetings for the EIR remain in the EIR contract. The scope of work for the EIR includes two hearings: one
Planning Commission and one Board of Supervisors. The scope further states that DD&A will be
available for additional meetings on a time-and-materials basis." Meetings and hearing time identified
herein are in addition to the EIR contract as noted above and include time for preparation of presentation
materials.
3 Assumptions for this contract: Additional work products beyond those identified will be billed under
additional services at DD&A billing rates. The work products identified presentation, staff report, findings
and conditions) will be reviewed and approved by the County planning staff and used for the three hearing
bodies. Once accepted by the County, this contract assumes that these will not require substantial changes.
Additional responses to comments or response to correspondence received after the close of the public
review period on the EIR is not included in the above tasks and would be considered upon request as an
additional service.
Page 3 of 5
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40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11225"-�
�EXHIBIT A-1- SCOPE OF SERVICES/PAYMENT PROVISIONS
PAYMENT PROVISIONS
Invoices for services performed under the AGREEMENT shall be submitted monthly by the tenth day of the
month) and shall include the following:
1. Invoice Coversheet
Denise Duffy & Associates, Inc.
Environmental Impact Report for the Villas de Carmelo
Date:
Invoice No.
Agreement Term: June 3, 2008 to December 31, 2009
Agreement Amount: $ 323,535. 00 S281,335. 00 base budget plus $42,200.00 project contingency)
Amendment No. 1: Extension of Term Only to August 31, 2009
Amendment No. 2: $42,544., 00 S36,995. 00 base budget plus S5,549. 00project contingency)
Total Agreement
Amount.-
$366,079.00 $318,330.00 base budget plus $47, 749.00 project contingency)
Prior Invoices: $
Under this Agreement)
This Invoice: $
Remaining Balance $
Approved as to Work/Payment:
Elizabeth Gonzales, Associate Planner
Date
All Invoices Are To Be Sent To:
Jaime Martinez, Accounting Technician
County of Monterey Resource Management Agency Planning Department
168 W. Alisal Street, 2"d Floor, Salinas, CA 93901
Telephone: 831) 755-4829
Page 4 of 5
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11225"-�
�EXHIBIT A-1- SCOPE OF SERVICES/PAYMENT PROVISIONS
2. Invoice Detail
Each invoice shall indicate the hours worked by task and by staff member, with the corresponding billing
rates.
3. Transfer from Project Contingency Account
Transfer of funding from the Project Contingency Account increase total contingency by $5,549.00 for a total
not to' exceed $47,749.00) requires the prior written approval of the Director of Planning and the Project
Applicant.
A recommendation for such a transfer shall be presented in writing by CONTRACTOR to the Project Planner,
with a duplicate original delivered to the Contract Administrator, at the earliest possible date. The
recommendation shall include:
The dollar amount;
The anticipated date the funded work would begin;
The duration of the work;
The entity CONTRACTOR or subconsultant) to whom the funds would be
transferred/allocated; and
The justification for the expenditure.
Within five working days of receipt of the recommendation, the Project Planner and Contract Administrator
will have contacted CONTRACTOR to discuss its recommendation and will have made a recommendation to
the Director of Planning, or in his absence, the Assistant Director. Within ten working days thereafter, the
Director of Planning or the Assistant Director will approve, deny, or approve a revised version of the
recommendation received from CONTRACTOR, and will send her decision in writing to the Project
Applicant, and CONTRACTOR.
Unless he denies the recommended transfer, the Director or Assistant Director of Planning will ask the Project
Applicant to make a decision within five working days regarding the recommended transfer from the Project
Contingency Account. If necessary, reasonable efforts will be made to reach a compromise.
Upon receipt of the Project Applicant's written approval by the Director of Planning or the Assistant Director,
the funding transfer will be made. At the same time, a letter authorizing the work funded by the approved
transfer will be sent to CONTRACTOR.
Page 5 of 5
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11225"-�
�t.neniw: o'IVao
AcORD
CERTIFICATE OF LIABILITY INSURANCE DATE
D/YYYY)
TM 1/10/08
1
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
HRH Professional Practice ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
Insurance Brokers, inc. HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
2( lain Street, Suite 350
Irvine, CA 92614-7248 INSURERS AFFORDING COVERAGE NAIC #
INSURED INSURER A: Employers Fire Insurance Company 20648
Denise Duffy & Associates INSURER B: OneBeacon America Insurance Company 20621
947 Cass Street, Suite 5
INSURER C; Continental Casualty Company
20443
Monterey, Cp. 93940-4525
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.
INSR
LTR
NSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE
DATE MM/DD/YY POLICY EXPIRATION
DATE MM/DD/YY LIMITS
A GENERAL LIABILITY FF1 U39722 09/01/08 09/01/09 EACH OCCURRENCE $1,000,000
X
COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED
PREMI E z occurrence $30O 000
R CLAIMS MADE OCCUR MED EXP Any one person) $5,000
PERSONAL & ADV INJURY $1,000,000
GENERAL AGGREGATE s2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS COMP/OP AGG $2,000,000
POLICY PRO LOC
JECT
* AUTOMOBILE LIABILITY FF1 039722 09101/08 09/01109
COMBINED SINGLE LIMIT
E
id
t
$1
000
000
ANY AUTO a acc
en
ALL OWNED AUTOS
BODILY INJURY
SCHEDULED AUTOS
Per person) $
X HIRED AUTOS
BODILY INJURY
$
X NON-OWNED AUTOS Peraccidenl)
P
ROPERTY DAMAGE
Per accident) S
GARAGE LIABILITY AUTO ONLY EF ACCIDENT S
R ANY AUTO EA AC"
AUTO OtJ_": AGG S
EXCESS/UMDRELLA LIABILITY EACH OCCURRENCE S
Lj OCCUR LJ CLAIMS MADE AGGREGATE S
DEDUCTIBLE
S
REI ENTION S I S
E W3,XERS COMPEN3A
TICNAND 1 406018926 O /0 138 D5/01/G9 I 5T'7) J oT=-
i
T nv 1!el'T R
ENiPLO
fERS
L!ABILITI
A?,PRO RLTORi ARTIJ=Rr= CUTIVE EL EACH ACCIDENT S" O00.000
0 o FI CEF/N1 EM DER E UEED L.DISEr'.SE CP.=;~I?LO/-E SI,0001000
descrine unoe
Sp=,OIF._ S,elov;
FO'_IC \ S' 000 000
I C OTHER
Profess;-rlai
E`Etti276198450
11/05/08
i'i/05i39 91,000,000 Per Claim
L.iahiiity $2.00(.000 Argrecate
DESCRIPTION OF OPERATIONS / LOCA.TIONS; VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT/ SPECIAL PROVISIONS
Al! op;.'ra ions inciUding hul not limited tC Villas de Carmelo EIS:.
Auto liability and General Icabllity: county Of monterey, its OfTisers,
See Attached Descriptions)
0EFT1=IC.4, T E H^' DER
SHOULD ANY OF TH= ABOVE DESCRIEED POLICIES BE CANCELLED BEFORE THE EXPIRATION
r99onterey County DATE THEREOF, THE ISSUING INSURER WILL jjl 4 R�y MAL- 2r, DAYS WRITTEN
Res ourCe Management Agency NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,J~)i PJv E 33ti{~ D S`Jt~:l
166 E. Alisa; Street,2nd floor xi;~vx!5. nrxtai.J^ w Xxx+~ rtrxrt:; kw:�CSC r,;
Salinas, CA 93901 rczc awn r.
AUTHORIZED REPRESENTATIVE
ACORC 2E 2001;08) 1 Of 3
#M447262
C \NCELLATIC fir,;-
LJICNI LIr
N
1,
CCL
N r-r- r
C ACORD COR PORF. T ION 19J8
bl�~ 5
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11225"-�
�IMPORTANT
If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement
on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may
require an endorsement. A statement on this certificate does not confer rights to the certificate
holder in lieu of such endorsement(s).
DISCLAIMER
The Certificate of insurance on the reverse side of this form does not constitute a contract between
the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it
affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon.
ACORD 25-S 2001/02) 2 of 3 #P.144720.
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11225"-�
�pESGRlPTIONS Continued firorn Page
agents and employees are named as additional insured per endt. attached.
AMS 2OO 1G8) 3 Cri 3 M447262
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11225"-�
�Architects and Engineers Extender Additional Insured Language*
The following policy language is from Employers Fire Insurance Company Business Owners Liability Coverage
Form G15911 03 05:
Form G15911 03 05 Amends the Commercial General Liability Coverage Form:
1. The following are added to Section 11 Who is an insured:
a. Person or organization required by Written Contract
Any person or organization that you agree to add as additional insured under this General Liability
coverage Part in a written contract or agreement that is made before, and in effect when, the bodily
injury" or property damage" occurs or the offense that causes the personal and advertising injury" is first
committed, but only with respect to that person's or organization's liability arising out of your non-
professional work for that person or organization.
However such person or organization is not an additional insured with respect to any:
1) Bodily Injury", property damage", or personal and advertising injury" that does not arise out of:
a) Your Negligence: or
b) The negligence of another person or organization for whom you are liable;
2) Bodily injury: property damage" or personal and advertising injury for which such person or organization
has assumed liability in a contract or agreement, except for liability for damages that such person or
organization would have in the absence of the contract or agreement;
3) Property Damage" to:
a) Property owned, used or occupied by or loaned or rented to, such person or organization: or
b) Property over which such person or organization is for any purpose exercising physical control:
4) All Professional liability as an architect or engineer arising out of any construction agreement or activities
under which any insured or anyone acting on any insured's behalf provides or provided service, advise,
expertise or work. Construction includes, but is not limited to, the plan, conception, design, build,
construct, assembly, development, safety, erection formation, reconstruct, repair, or in any improvement
made to real property. Construction also includes the hiring, supervision or management of these
activities.
However, this exclusion does not apply to liability arising out of an insured's presence at a jobsite that
was not caused by professional activities listed in the above paragraph.
Prima y & Non-Contributory: This insurance will be considered primary to, and non-contributory with any other
insurance issued directly to a person or organization added as an additional insured.
Per Project Aggregate: Section III Limits of Insurance is amended by adding the following: The General Aggregate
Limit under Section III-Limits of Insurance applies separately to each of your projects" or each location listed in the
location information in the comr~ton policy declarations.
Separation of Insureds: Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in
this Coverage Part to the First Named Insured, this insured applies:
a. As if each Named insured were the only Named Insured; and
b. Separately to each insured against whom a claim is made or suit" is brought.
Waiver of Subrogation: Transfer of Rights of Recovery Against Other to Us in Section IV Commercial General Liability
Conditions:
However, we waive the right of recovery and proceeds we may have against any person or organization that is added as
an additional insured under 1.1.a
a. Because of payments we make for bodily injury", property damage" or personal and advertising injury" arising
out of your work" in ongoing operations include or included in the products-completed operations hazard" and
b. Performed under a written contract or agreement that is made before, and in effect when, the bodily injury" or
property damage" occurs or the offense that causes the personal and advertising injury" is committed; and
c. You specifically agree in such written contract or agreement to waive those rights of recovery and proceeds for
such person or organization.
lamed Insured: DENISE DUFFY & ASSOCIATES
Policy No.: FF1 U39722
*From Forma 6159?: 0: 0$
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82346-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 1 TO A-11225"-��Amendment No. I to
County of Monterey Agreement for Professional Services with
Denise Duffy & Associates, Inc. for the
Environmental Impact Report for the Villas de Carmelo
This Amendment No. I to County of Monterey Agreement for Professional Services hereinafter,
Amendment No. 1") is made and entered, by and between the County of Monterey, a political
subdivision of the State of California hereinafter, COUNTY"), and Denise Duffy & Associates, Inc.
hereinafter, CONTRACTOR").
This Amendment No. 1 amends the AGREEMENT FOR PROFESSIONAL SERVICES entered into
with CONTRACTOR on July 11, 2008 hereinafter, AGREEMENT") as follows:
1. Amend first sentence of Section 3 of AGREEMENT, Term of Agreement", to read as follows:
The term of this Agreement is from June 3, 2008 to August 31, 2009, unless sooner terminated
pursuant to the terms of this Agreement
2. Except as provided herein, all other terms and conditions of AGREEMENT shall remain in full
force and effect.
3. If there is any conflict or inconsistency between the provisions of AGREEMENT, or
Amendment No.1, the provisions of Amendment No. 1 shall govern.
Page 1 of 2
Amendment No. 1 to Professional Services Agreement
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA- Planning Department
Term: June 3, 2008 August 31, 2009
Not to Exceed: $323,535.00
A-11225
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
1-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82347-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 1 TO A-11225"-��IN WITNESS WHEREOF, the parties hereby execute this Amendment No. 1 as follows:
COUNTY OF MONTEREY
Director of Planning
CONTRACTOR*
Denise Duffy & Associates, Inc.
Contractor's Business Name
Date: y2-L2-Y~C~r7' By. 44 4
Signature of air President or V Pr ddent)
Date:
Approved as to Indemnity, Insurance Provisions
By:
Risk Management
Date:
Name and Title)
Signature of Secretary, Asst. Se&a ACFO or
Assistant Tr acct)
54
S CAJ- V
Name aihd Title)
*INSTRUCTIONS: IF CONTRACTOR is a corporation, including limited liability and non-profit corporations, the
full legal name of the corporation shall be set forth above together with the signatures of two specified officers. If
CONTRACTOR is a partnership, the name of the partnership shall be set forth above together with the signature of
a partner who has authority to execute this Agreement on behalf of the partnership. IF CONTRACTOR is
contracting in an individual capacity, the individual shall set forth the name of the business, if any, and shall
personally sign the Agreement.
Page 2 of 2
Amendment No. I to Professional Services Agreement
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning Department
Term: Tune 3, 2008 August 31, 2009
Not to Exceed: $323,535.00
I
I
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
1-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82347-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 1 TO A-11225"-��L.nentff� a�ruoo
ur-lvtuu r
ACORD
CERTIFICATE OF LIABILITY INSURANCE DATE
DlYYYY,
TuI 11 110108
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER
OF INFORMATION
1-iRH Professional Practice
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
irance Brokers
Inc
In HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
y ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
2(. pain Street, Suite 350
Irvine, CA 92614-7248 INSURERS AFFORDING COVERAGE NAIC #
INSURED INSURERA: Employers Fire Insurance Company 20648
Denise Duffy & Associates INSURER B: OneBeacon America Insurance Company 20621
947 Cass Street, Suite 5 INSURER C: Continental Casualty Company 20443
Monterey, CA 93940-4525
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.
INSR
LTR
NSR
TYPE OF INSURANCE
POLICY NUMBER
DATEYMMIDD/YYE
PO DATE MXMlDD/YY N
LIMITS
A GENERAL LIABILITY FF1U39722 09/01/08 09/01/09 EACH OCCURRENCE S1,000,000
COMMERCIAL GENERAL LIABILITY DAMIAGE TO RENTED s300,000
CLAIMS MADE OCCUR MED EXP Any one person) $5,000
PERSONAL & ADV INJURY S1,000,000
GENERAL AGGREGATE s2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS COMP/OP AGG $2,000,000
POLICY TcT LOC
JE
A AUT OMOBILE LIABILITY FF1 U39722 09/01/08 09/01/09 COMBINED SINGLE LIMIT
ANY AUTO Ea accident) $1,000,000
ALL OWNED AUTOS
BODILY INJURY
SCHEDULED AUTOS
Per person) $
X HIRED AUTOS
BODILY INJURY
P
id
t $
X NON-OWNED AUTOS
er acc
en
PROPERTY DAMAGE
$
Per accident)
GARAGE LIABILITY AUTO ONLY EAACCIDENT $
ANY AUTO OTHER THAN E AACC $
AUTO ONLY: AGG $
EXCESSIUMBRELLA LIABILITY EACH OCCURRENCE $
OCCUR CLAIMS MADE AGGREGATE $
DEDUCTIBLE $
RETENTION S S
B WORKERS COMPENSATION AND 406018826 09/01/08 09/01/09 X WCYTA~U- 0TR-
EMPLOYERS' LIABILITY
ANY PROPREETORIPARTNER/EXECUTIVE
E.L. EACH ACCIDENT
$1,000,000
OFFICERlMEMBEREXCLUDED? E.L. DISEASE- EA EMPLOYEE $1,000,000
If yes, describe under
SPECIAL PROVISIONS below
E.L. DISEASE POLICY LIMIT
$1,000,000
C OTHER
Professional EEA276198480 11/05/08 11/05109 $1,000,000 Per Claim
Liability_ $2,000,000 Aggregate
DESCRIPTION OF OPERATIONS I LOCATIONS /VEHICLES/ EXCLUSIONS ADDED BY EENDORSEMENT 1 SPECIAL PROVISIONS
All operations including but not limited to Villas de Carmelo EIR.
Auto liability and General liability: county of monterey, its officers,
See Attached Descriptions)
CERTIFICATE HOLDER CANCELLATION Tgr, Day
mfurn Notice for Non-Payment of Pre *
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
Monterey County DATE THEREOF. THE ISSUING INSURER WILL R RFXRMAIL L DAYS WRITTEN
Resource Management Agency NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,~ytXF I e p jjy g k
168 E. Alisal Street,2nd floor xus:ala9txrPxxTae;xttiz txvaxxx~uIdxM6ctNASte:tRxasx~cxx
Salinas, CA 93901 x111�sxtraPxwx~x
AUTHORIZED REPRESENTATIVE
ACORD 25 2001108) 1 of 3 #M447262 CCL
0 ACORD CORPORATION 1980
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
1-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82347-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 1 TO A-11225"-��IMPORTANT
If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement
on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
If SUBROGATION IS WAIVED, subject to the terms and conditions of, the policy, certain policies may
require an endorsement. A statement on this certificate does not confer rights to the certificate
holder in lieu of such endorsement(s).
DISCLAIMER
The Certificate of insurance on the reverse side of this form does not constitute a contract between
the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it
affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon.
ACORD 25-S 2001/08) 2 of 3 #M447262
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
1-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82347-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 1 TO A-11225"-��DESCRIPTIONS
Cntrnued
from; Page
agents and employees are named as additional insured per endt. attached.
AMS 25.3 2001108) 3 of 3 #M447262
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
1-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82347-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 1 TO A-11225"-��Architects and Engineers Extender Additional Insured Language*
The following policy language is from Employers Fire Insurance Company Business Owners Liability Coverage
Form G15911 03 05:
Form G15911 03 05 Amends the Commercial General Liability Coverage f=orm:
1. The following are added to Section 11-- Who is an insured:
a. Person or organization required by Written Contract
Any person or organization that you agree to add as additional Insured under this General Liability
coverage Part in a written contract or agreement that-is made before, and in effect when, the bodily
injury" or property damage" occurs or the offense that causes the personal and advertising injury" is first
committed, but only with respect to that person's or organization's liability arising out of your non-
professional work for that person or organization.
However such person or organization is not an additional insured with respect to any:
1) Bodily injury", property damage", or personal and advertising injury" that does not arise out of:
a) Your Negligence: or
b) The negligence of another person or organization for whom you are liable;
2) Bodily injury: property damage" or personal and advertising injury for which such person or organization
has assumed liability in a contract or agreement, except for liability for damages that such person or
organization would have in.the absence of the contract or agreement;
3) Property Damage" to:
a) Property owned, used or occupied by or loaned or rented to, such person or organization: or
b) Property over which such person or organization is for any purpose exercising physical control:
4) All Professional liability as an architect or engineer arising out of any construction agreement or activities
under which any insured or anyone acting on any insured's behalf provides or provided service, advise,
expertise or work. Construction includes, but is not limited to, the plan, conception, design, build,
construct, assembly, development, safety, erection formation, reconstruct, repair, or in any improvement
made to real property. Construction also includes the hiring, supervision or management of these
activities.
However, this exclusion does not apply to liability arising out of an insured's presence at a jobsite that
was not caused by professional activities listed in the above paragraph
Primary & Non-Contributory: This insurance will be considered primary to, and non-contributory with any other
insurance issued directly to a person or organization added as an additional insured.
Per Project Aggregate: Section III Limits of Insurance is amended by adding the following: The General Aggregate
Limit under Section III-Limits of Insurance applies separately to each of your projects" or each location listed in the
location information in the common policy declarations.
Separation of Insureds: Except with respect tc the Limits of Insurance, and any rights or duties specifically assigned in
this Coverage Part to the First Named Insured, this insured applies:
a. As if each Named insured were the only Named Insured; and
b. Separately to each insured against whom a claim is made or suit" is brought.
Waiver of Subrogation: Transfer of Rights of Recovery Against Other to Us in Section IV Commercial General Liability
Conditions:
However, we waive the right of recovery and proceeds we may have against any person or organization that is added as
an additional insured under 1.1.a
a. Because of payments we make for bodily injury", property damage" or personal and advertising injury" arising
out of your work' in ongoing operations include or included in the products-completed operations hazard" and
b. Performed under a written contract or agreement that is made before, and in effect when, the bodily injury" or
property damage" occurs or the offense that causes the personal and advertising injury" is committed; and
c. You specifically agree in such written contract or agreement to waive those rights of recovery and proceeds for
such person or organization.
lamed Insured: DENISE DUFFY & ASSOCIATES Policy No.: FF1 U39722
*From Form: G15911 03 05
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
1-U02
TO-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82347-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�COUNTY OF MONTEREY AGREEMENT FOR PROFESSIONAL SERVICES
MORE THAN S100,000)*
This Professional Services Agreement Agreement) is made by and between the County of Monterey, a
political subdivision of the State of California hereinafter County") and Denise Duffy & Associates, Inc.,
hereinafter CONTRACTOR").
In consideration of the mutual covenants and conditions set forth in this Agreement, the parties agree as
follows:
1. SERVICES TO BE PROVIDED. The County hereby engages CONTRACTOR to perform, and
CONTRACTOR hereby agrees to perform, the services described in Exhibit A in conformity with the terms of
this Agreement. The services are generally described as follows: Provide an Environmental Impact Report for
the Villas de Carmelo.
2. PAYMENTS BY COUNTY. County shall pay the CONTRACTOR in accordance with the payment
provisions set forth in Exhibit A, subject to the limitations set forth in this Agreement. The total amount payable
by County to CONTRACTOR under this Agreement shall not exceed the sum of $ 323,535.00.
3. TERM OF AGREEMENT. The term of this Agreement is from June 3, 2008 to December 31, 2008,
unless sooner terminated pursuant to the- terms of this Agreement. This Agreement is of no force or effect until
signed by both CONTRACTOR and County and with County signing last, and CONTRACTOR may not
commence work before County signs this Agreement.
4. ADDITIONAL PROVISIONS/EXH BITS. The following attached exhibits are incorporated herein by
reference and constitute apart of this Agreement:
Exhibit A Scope of Services/Payment Provisions
5. PERFORMANCE STANDARDS.
5.01. CONTRACTOR warrants that CONTRACTOR and CONTRACTORs agents, employees, and
subcontractors performing services under this Agreement are specially trained, experienced, competent, and
appropriately licensed to perform the work and deliver the services required under this Agreement and are not
employees of the County, or immediate family of an employee of the County.
5.02. CONTRACTOR, its agents, employees, and subcontractors shall perform all work in a safe and skillful
manner and in compliance with all applicable laws and regulations. All work performed under this Agreement that
is required by law to be performed or supervised by licensed personnel shall be performed in accordance with such
licensing requirements.
5.03. CONTRACTOR shall furnish, at its own expense, all materials, equipment, and personnel necessary to
carry out the terms of this Agreement, except as otherwise specified in this Agreement. CONTRACTOR shall not
use County premises, property including equipment, instruments, or supplies) or personnel for any purpose other
than in the performance of its obligations under this Agreement.
*Approved by County Board of Supervisors on
Revised PSA Form More Than $100,000 1 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
A-11225
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
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PROFESSIONAL SERVICE AGREEMEN-�+�6. PAYMENT CONDITIONS.
6.01. CONTRACTOR shall submit to the Contract Administrator an invoice on a form acceptable to County.
If not otherwise specified, the CONTRACTOR may submit such invoice periodically or at the completion of
services, but in any event, not later than 30 days after completion of services. The invoice shall set forth the
amounts claimed by CONTRACTOR for the previous period, together with an itemized basis for the amounts
claimed, and such other information pertinent to the invoice as the County may require. The Contract
Administrator or his or her designee shall certify the invoice, either in the requested amount or in such other
amount as the County approves in conformity with this Agreement, and shall promptly submit such invoice to the
County Auditor-Controller for payment. The County Auditor-Controller shall pay the amount certified within 30
days of receiving the certified invoice.
6.02. CONTRACTOR shall not receive reimbursement for travel expenses unless set forth in this
Agreement.
7. TERNIINATION.
7.01. During the term of this Agreement, the County may terminate the Agreement for any reason by giving
written notice of termination to the CONTRACTOR at least thirty 30) days prior to the effective date of
termination. Such notice shall set forth the effective date of termination. In the event of such termination, the
amount payable under this Agreement shall be reduced in proportion to the services provided prior to the date of
termination.
7.02. The County may cancel and terminate this Agreement for good cause effective immediately upon
written notice to CONTRACTOR. Good cause" includes the failure of CONTRACTOR to perform the required
services at the time and in the manner provided under this Agreement. If County terminates this Agreement for
good cause, the County may be relieved of the payment of any consideration to CONTRACTOR, and the County
may proceed with the work in any manner, which County deems proper. The cost to the County shall be deducted
from any sum due the CONTRACTOR under this Agreement.
\I it NIM!: iI
CONTRACTORS
negligence orwillYul misconduct oftt~. CONTD ACTORS per-ee" i cl�des CONTD A CTOR'c
f Y XT' V A
s offieer-s, agents and
See Page 2A of 8 of the Professional Services Agreement PSA), Insert to Section 8 of the PSA.
9. INSURANCE.
9.01 Evidence of Coverage: Prior to commencement of this Agreement, the Contractor shall provide a
Certificate of Insurance' certifying that coverage as required herein has been obtained. Individual endorsements
executed by the insurance carrier shall accompany the certificate. In addition a certified copy of the policy or
policies shall be provided by the Contractor upon request.
Revised PSA Form More Than $100,000 2 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
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PROFESSIONAL SERVICE AGREEMEN-�+�ALTERNATIVE BIFURCATED INDEMNIFICATION LANGUAGE
TO PROVISION 8 OF
THE COUNTY'S STANDARD PROFESSIONAL SERVICES AGREEMENT FORM
8. INDEMNIFICATION
Indemnification for Professional Liability
For liability arising from professional and technical services provided under this agreement,
CONTRACTOR shall indemnify, defend and hold harmless County, its governing board, directors,
officers and employees from any loss, injury, damage, expense and liability to the extent arising out of the
negligence of CONTRACTOR, its employees, sub-consultants or agents.
General Indemnification Provision
For any liability, other than arising out of professional and technical services, CONTRACTOR shall
indemnify, defend and hold harmless, County, its governing board, directors, officers, and employees
from any loss, injury, damage, expense and liability resulting from injury to or death of any person and
loss of or damage to property, or claim of such injury, death, loss or damage caused by an act or omission
in the performance under this Agreement by CONTRACTOR, its employees, sub-consultants or agents,
excepting only loss, injury or damage caused by the sole negligence or willful misconduct of the County.
By:
Date:
By:
Date:
Page 2A of 8
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
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PROFESSIONAL SERVICE AGREEMEN-�+�This verification of coverage shall be sent to the Countys Contracts/Purchasing Department, unless otherwise
directed. The Contractor shall not receive a Notice to Proceed" with the work under this Agreement until it has
obtained all insurance required and such, insurance has been approved by the County. This approval of insurance
shall neither relieve nor decrease the liability of the Contractor,
9.02 Qualifying Insurers: All coverages, except surety, shall be issued by companies which hold a current
policy holders alphabetic and financial size category rating of not less than A-VII, according to the current Bests
Key Rating Guide or a company of equal financial stability that is approved by the County's Purchasing Manager.
9.03 Insurance Coverage Requirements: Without limiting CONTRACTORS duty to indemnify,
CONTRACTOR shall maintain in effect throughout the term of this Agreement a policy or policies of insurance
with the following minimum limits of liability:
Commercial general liability insurance, including but not limited to premises and operations, including coverage
for Bodily Injury and Property Damage, Personal Injury, Contractual Liability, Broadform Property Damage,
Independent Contractors, Products and Completed Operations, with a combined single limit for Bodily Injury and
Property Damage of not less than $1,000,000 per occurrence.
Exemption/Modification Justification attached; subject to approval).
Business automobile liability insurance, covering all motor vehicles, including owned, leased, non-owned, and
hired vehicles, used in providing services under this Agreement, with a combined single limit for Bodily Injury
and Property Damage of not less than $1,000,000 per occurrence.
Exemption/Modification Justification attached; subject to approval).
Workers' Compensation Insurance, if CONTRACTOR employs others in the performance of this Agreement, in
accordance with California Labor Code section 3700 and with Employer's Liability limits not less than
$1,000,000 each person, $1,000,000 each accident and $1,000,000 each disease.
Exemption/Modification Justification attached; subject to approval).
Professional liability insurance, if required for the professional services being provided, e.g., those persons
authorized by a license to engage in a business or profession regulated by the California Business and Professions
Code), in the amount of not less than $1,000,000 per claim and $2,000,000 in the aggregate, to cover liability for
malpractice or errors or omissions made in the course of rendering professional services. If professional liability
insurance is written on a claims-made" basis rather than an occurrence basis, the CONTRACTOR shall, upon the
expiration or earlier termination of this Agreement, obtain extended reporting coverage tail coverage") with the
same liability limits. Any such tail coverage shall continue for at least three years following the expiration or
earlier termination of this Agreement.
Exemption/Modification Justification attached; subject to approval).
9.04 Other Insurance Requirements. All insurance required by this Agreement shall be with a company
acceptable to the County and issued and executed by an admitted insurer authorized to transact Insurance business
in the State of California. Unless otherwise specified by this Agreement, all such insurance shall be written on an
occurrence basis, or, if the policy is not written on an occurrence basis, such policy with the coverage required
herein shall continue in effect for a period of three years following the date CONTRACTOR completes its
performance of services under this Agreement.
Revised PSA Form More Than $100,000 3 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
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PROFESSIONAL SERVICE AGREEMEN-�+�Each liability policy shall provide that the County shall be given notice in writing at least thirty days in advance of
any endorsed reduction in coverage or limit, cancellation, or intended non-renewal thereof. Each policy shall
provide coverage for Contractor and additional insureds with respect to claims arising from each subcontractor, if
any, performing work under this Agreement, or be accompanied by a certificate of insurance from each
subcontractor showing each subcontractor has identical insurance coverage to the above requirements.
Commercial general liability and automobile liability policies shall provide an endorsement naming the County of
Monterey, its y cers, agents, and employees as Additional. Insureds with respect to liability arising out of the
CONTRACTOR'S work, including ongoing and completed operations, and shall further provide that such
insurance is primary insurance to any insurance or self-insurance maintained by the County and that the
insurance of the Additional Insureds shall not be called upon to contribute to a loss covered by the
CONTRACTOR'S insurance. The required endorsement form for Commercial General Liability Additional
Insured is ISO Form CG 20 I011-85 or CG 20 10 10 01 in tandem with CG 20 37 10 01 2000). The required
endorsement form for Automobile Additional Insured endorsement is ISO Form CA 20 48 02 99.
Prior to the execution of this Agreement by the County, CONTRACTOR shall file certificates of insurance with
the Countys contract administrator and Countys Contracts/Purchasing Division, showing that the CONTRACTOR
has in effect the insurance required by this Agreement. The CONTRACTOR shall file a new or amended
certificate of insurance within five calendar days after any change is made in any insurance policy, which would
alter the information on the certificate then on file. Acceptance or approval of insurance shall in no way modify or
change the indemnification clause in this Agreement, which. shall continue in full force and effect.
CONTRACTOR shall at all times during the term of this Agreement maintain in force the insurance coverage
required under this Agreement and shall send, without demand by County, annual certificates to Countys Contract
Administrator and County's Contracts/Purchasing Division. If the certificate is not received by the expiration date,
County shall notify CONTRACTOR and CONTRACTOR shall have five calendar days to send in the certificate,
evidencing no lapse in coverage during the interim. Failure by CONTRACTOR to maintain such insurance is a
default of this Agreement, which entitles County, at its sole discretion, to terminate this Agreement immediately.
10. RECORDS AND CONFIDENTIALITY.
10.01 Confidentiality. CONTRACTOR and its officers, employees, agents, and subcontractors shall comply
with any and all federal, state, and local laws which provide for the confidentiality of records and other
information. CONTRACTOR shall not disclose any confidential records or other confidential information
received from the County or prepared in connection with the performance of this Agreement, unless County
specifically permits CONTRACTOR to disclose such records or information. CONTRACTOR shall promptly
transmit to County any and all requests for disclosure of any such confidential records or information.
CONTRACTOR shall not use any confidential information gained by CONTRACTOR in the performance of this
Agreement except for the sole purpose of carrying out CONTRACTOR' obligations under this Agreement.
10.02 County Records. When this Agreement expires or terminates, CONTRACTOR shall return to County
any County records which CONTRACTOR used or received from County to perform services under this
Agreement.
10.03 Maintenance of Records_ CONTRACTOR shall prepare, maintain, and preserve all reports and records
that may be required by federal, state, and County rules and regulations related to services performed under this
Agreement. CONTRACTOR shall maintain such records for a period of at least three years after receipt of final
payment under this Agreement. If any litigation, claim, negotiation, audit exception, or other action relating to this
Agreement is pending at the end of the three year period, then CONTRACTOR shall retain said records until such
action is resolved.
Revised PSA Form More Than $100,000 4 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
BIB]
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13706-U05
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BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
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AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
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ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
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IMPACT-U012
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PLN070497)-U012
IN-U012
CARMEL,-U012
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ZONE,-U012
A-U012
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THROUGH-U012
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31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
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A-11226-U012
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$107,256,-U012
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$5,549-U012
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$47,749,-U012
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$473,335-U012
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PROFESSIONAL SERVICE AGREEMEN-�+�10.04 Access to and Audit of Records. The County shall have the right to examine, monitor and audit all
records, documents, conditions, and activities of the CONTRACTOR and its subcontractors related to services
provided under this Agreement. Pursuant to Government Code section 8546.7, if this Agreement involves the
expenditure of public funds in excess of $10,000, the parties to this Agreement may be subject, at the request of
the County or as part of any audit of the County, to the examination and audit of the State Auditor pertaining to
matters connected with the performance of this Agreement for a period of three years after final payment under the
Agreement.
10.05 Royalties and Inventions. County shall have a royalty-free, exclusive and irrevocable license to
reproduce, publish, and use, and authorize others to do so, all original computer programs, writings, sound
recordings, pictorial reproductions, drawings, and other works of similar nature produced in the course of or under
this Agreement. CONTRACTOR shall not publish any such material without the prior written approval of
County.
11. NON-DISCRIMINATION. During the performance of this Agreement, CONTRACTOR, and its
subcontractors, shall not unlawfully discriminate against any person because of race, religious creed, color, sex,
national origin, ancestry, physical disability, mental disability, medical condition, marital status, age over 40), or
sexual orientation, either in CONTRACTOR's employment practices or in the furnishing of services to recipients.
CONTRACTOR shall ensure that the evaluation and treatment of its employees and applicants for employment
and all persons receiving and requesting services are free of such discrimination. CONTRACTOR and any
subcontractor shall, in the performance of this Agreement, fully comply with all federal, state, and local laws and
regulations, which prohibit discrimination. The provision of services primarily or exclusively to such target
population as may be designated in this Agreement shall not be deemed to be prohibited discrimination.
12. COMPLIANCE WITH TERMS OF STATE OR FEDERAL GRANT. If this Agreement has been or
will be funded with monies received by the County- pursuant to a contract with the state or federal government in
which the County is the grantee, CONTRACTOR will comply with all the provisions of said contract, to the
extent applicable to CONTRACTOR as a subgrantee under said contract, and said provisions shall be deemed a
part of this Agreement, as though fully set forth herein. Upon request, County will deliver a copy of said contract
to CONTRACTOR, at no cost to CONTRACTOR.
13. INDEPENDENT CONTRACTOR In the performance of work, duties, and obligations under this
Agreement, CONTRACTOR is at all times acting and performing as an independent contractor and not as an
employee of the County. No offer or obligation of permanent employment with the County or particular County
department or agency is intended in any manner, and CONTRACTOR shall not become entitled by virtue of this
Agreement to receive from County any form of employee benefits including but not limited to sick leave, vacation,
retirement benefits, workers' compensation coverage, insurance or disability benefits, CONTRACTOR shall be
solely liable for and obligated to pay directly all applicable taxes, including federal and state income taxes and
social security, arising out of CONTRACTOR's performance of this Agreement. In connection therewith,
CONTRACTOR shall defend, indemnify, and hold County harmless from any and all liability, which County may
incur because of CONTRACTOR's failure to pay such taxes.
Revised PSA Form More Than $100.000 5 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
BIB]
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$5,549-U012
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PLN070497)-U012
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AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�14. NOTICES. Notices required under this Agreement shall be delivered personally or by first-class, postage pre-
paid mail to the County and CONTRACTOR'S contract administrators at the addresses listed below:
FOR COUNTY:
Dalia M. Mariscal, Management Analyst II
Name and Title
County of Monterey
Resource Management Agency
168 West Alisal Street, 2" Floor
Salinas, CA 93901
Address
FOR CONTRACTOR:
Denise Duffy, President
Name and Title
Denise Duffy & Associates, Inc.
947 Cass Street, Suite 5
Monterey, CA 93940
Address
831) 755-8966
831) 373-4341
Phone Phone
15. MISCELLANEOUS PROVISIONS.
15.01 Conflict of Interest. CONTRACTOR represents that it presently has no interest and agrees not to
acquire any interest during the term of this Agreement, which would directly or indirectly conflict in any manner
or to any degree with the full and complete performance of the professional services required to be rendered under
this Agreement.
15.02 Amendment. This Agreement may be amended or modified only by an instrument in writing signed by
the County and the CONTRACTOR.
15.03 Waiver. Any waiver of any terms and conditions of this Agreement must be in writing and signed by
the County, and the CONTRACTOR. A waiver of any of the terms and conditions of this Agreement shall not be
construed as a waiver of any other terms or conditions in this Agreement.
15.04 Contractor. The term CONTRACTOR" as used in this Agreement includes CONTRACTOR' officers,
agents, and employees acting on CONTRACTOR'S behalf in the performance of this Agreement.
15.05 Disputes. CONTRACTOR shall continue to perform under this Agreement. during any dispute.
15.06 Assignment and Subcontracting. The CONTRACTOR shall not assign, sell, or otherwise transfer its
interest or obligations in this Agreement without the prior written consent of the County. None of the services
covered by this Agreement shall be subcontracted without the prior written approval of the County.
Notwithstanding any such subcontract, CONTRACTOR shall continue to be liable for the performance of all
requirements of this Agreement.
15.07 Successors and Assigns. This Agreement and the rights, privileges, duties, and obligations of the
County and CONTRACTOR under this Agreement, to the extent assignable or delegable, shall be binding upon
and inure to the benefit of the parties and their respective successors, permitted assigns, and heirs.
15.08 Compliance with Applicable Law. The parties shall comply with all applicable federal, state, and local
laws and regulations in performing this Agreement.
Revised PSA Form More Than $100,000 6 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning
Term: June 3. 2008 December 31, 2008
Not to Exceed: $323,535.00
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
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FO21330-U03
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AS75367-U03
AS75372-U03
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7/27/2009-U04
MUNOZP-U04
13706-U05
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$473,335-U012
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MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
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DDA-U012
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DEPARTMENTS-U012
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DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
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ZONE,-U012
A-U012
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THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
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PROFESSIONAL SERVICE AGREEMEN-�+�15.09 Headings. The headings are for convenience only and shall not be used to interpret the terms of this
Agreement.
15.10 Time is of the Essence. Time is of the essence in each and all of the provisions of this Agreement.
15.11 GoverninngLaw. This Agreement shall be governed by and interpreted under the laws of the State of
California.
15.12 Non-exclusive Agreement. This Agreement is non-exclusive and both County and CONTRACTOR
expressly reserve the right to contract with other entities for the same or similar services.
15.13 Construction of Agreement. The County and CONTRACTOR agree that each party has fully
participated in the review and revision of this Agreement and that any rule of construction to the effect that
ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement or
any amendment to this Agreement.
15.14 Counterparts. This Agreement may be executed in two or more counterparts, each of which shall be
deemed an original, but all of which together shall constitute one and the same Agreement.
15.15 Authority. Any individual executing this Agreement on behalf of the County or the CONTRACTOR
represents and warrants hereby that he or she has the requisite authority to enter into this Agreement on behalf of
such party and bind the party to the terms and conditions of this Agreement.
15.16 Integration. This Agreement, including the exhibits, represent the entire Agreement between the County
and the CONTRACTOR with respect to the subject matter of this Agreement and shall supersede all prior
negotiations, representations, or agreements, either written or oral, between the County and the CONTRACTOR as
of the effective date of this Agreement, which is the date that the County signs the Agreement.
15.17 Interpretation of Conflicting Provisions. In the event of any conflict or inconsistency between the
provisions of this Agreement and the Provisions of any exhibit or other attachment to this Agreement, the
provisions of this Agreement shall prevail and control.
This space is left blank, intentionally.
Revised PSA Form More Than $100,000 7 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA-Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
BIB]
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PROFESSIONAL-U02
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AGREEMENT-U02
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AS75367-U03
AS75372-U03
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MUNOZP-U04
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PROFESSIONAL SERVICE AGREEMEN-� +�IN WITNESS WHEREOF, County and CONTRACTOR have executed this Agreement as of the day
and year written below.
By.
Contracts/Purchasing Officer
Denise Duffy & Associates, Inc.
Contractor's Business Name*
COUNTY OF MONTEREY
CONTRACTOR
Date:
By:
Department Head if applicable)
Date: / t t IDS
Date:
Approved as to Fis4 rovis
By:
Signature of Chair,(PI'esrdent, or
Vice-President)*
S-Zo S-
County Board of Supervisors Agreement No.
*INSTRUCTIONS: IF CONTRACTOR is a corporation, including limited liability and non-profit corporations, the full legal name of the corporation shall be set
forth above together with the signatures of two specified officers. If CONTRACTOR is a partnership, the name of the partnership shall be set forth above
together with the signature of a partner who has authority to execute this Agreement on behalf of the partnership. IF CONTRACTOR is contracting in an
individual capacity, the individual shall set forth the name of the business, if any, and shall personally sign the Agreement.
Approval by Risk Management is necessary only if changes are made in paragraph 8 or 9.
2 Approval by County Counsel is necessary only if changes are made to the standard provisions of the PSA
Revised PSA Form More Than 5100,000 8 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
BIB]
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TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�
+�EXHD3TT A SCOPE OF SERVICES/PAYMENT PROVISIONS
VILLAS DE CARMELO EIR
SCOPE OF WORK
PROTECT UNDERSTANDING
The project consists of the redevelopment of the Carmel Hospital site, which is located on
the west side of Highway 1 in the' unincorporated Coastal Zone of Monterey County,
between Highway 1 and Valley Way in Carmel, California. The project proposes the
rehabilitation and adaptive reuse of the existing 11,500 square-foot hospital structure on-
site and demolition of two existing ancillary structures. The proposal also involves a
subdivision, rezoning and coastal development permit to all the development of a
residential village on the 3.68 acre site. The total number of residences will be 50, with a
mix of market rate and affordable residences. The plan calls for the existing hospital
structure to be the focal point with new structures of 2 and 3 stories also on the site. The 3
story structures are placed in locations where they can take advantage of the sloping
topography to minimize building height. The existing entrance from Highway 1 is
proposed to be abandoned. The existing entrance on Valley Way will be relocated further to
the south. It is expected that improvement to Valley Way, as well as safety improvements at
the intersection of Highway 1 and Valley Way, will be required.
The property is designated Medium Density Residential in the Carmel Area Land Use Plan
LUP) and currently zoned MDR/2-D CZ). The project proposes an amendment to the LUP
to allow the residential density proposed.
The site is currently comprised of three buildings, including the hospital building which
was designed by Gardner A. Dailey, a garage structure, and a building that has been
previously used as quarters for nurses and patients. The hospital building was last utilized
as a convalescent hospital and the garage building was used as a nursery school until
sometime in 2005. The existing hospital structure is in decline and will require extensive
renovation. The neighborhood is residential and includes single-family homes on a variety
of sized lots, as well as a 14-unit apartment complex in the vicinity. The City of Carmel-by-
the-Sea borders the property on two sides.
The project was originally proposed as an annexation to the City of Carmel-by-the-Sea.
During the process of consideration of this earlier proposal by the City, there were
numerous letters of opposition received as well as a petition signed by hundreds of
residents and concerned citizens. The issues of concern included traffic, parking, noise, the
density of the housing proposed in the single-family neighborhood, loss of trees, loss of
views, loss of neighborhood character and increased light and glare.
1 Scope of Work
Villas de Carmelo
March28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�
+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
PROTECT APPROACH
In order to accomplish project objectives, the environmental documentation must be based
on a detailed, thorough and legally defensible project description. The DD&A team will
utilize existing information and reports to the extent possible, conduct peer review to ensure
credible technical data, conduct studies where identified below, evaluate the proposed
project and recommend mitigations, as necessary, to reduce potential impacts to a less-than-
significant level, and to ensure a legally defensible environmental document. The team will
utilize available information to the extent possible; however, the approach to this analysis is
clearly site-specific. Concise, thorough and accurate impact analysis and a clear assessment
of mitigation measures will be developed. Our approach consists of the following:
Meet with County staff/consultants and the project applicants' team to confirm key
issues and approach.
Obtain and review existing studies that could provide information for the
environmental analysis.
Develop a complete project description.
Prepare NOP to ensure adequate level of EIR scoping for legal adequacy.
Conduct Peer Review of Applicant-Prepared Technical studies and determine
additional analysis, as needed.
Prepare Administrative Draft EIR and Screencheck DEIR with input from team and
County.
Meet with County Project Manager to review comment letters and prepare Final EIR
Assist with preparation of CEQA findings if needed.
SCOPE OF WORK/DESCRIPTION OF TASKS
TASK 1: PROJECT INITIATION, SCOPE OF WORK REVISIONS
This task includes initial review of the project and early consultation with the County and
other responsible or interested agencies. This task includes two rounds of submittal and
review of a revised scope of work. DD&A will coordinate with County Planning staff to
collect and review project and relevant site and background information, identify critical
milestones, finalize the schedule, and determine appropriate paths of communication. This
task also includes initial site review by DD&A and specific technical team members.
DD&A will also gather any additional readily available background and technical data prior
to project initiation.
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�
+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Kick-Off Meeting
DD&A staff, including the Principal in Charge/Project Manager, the Assistant Project
Manager and select representatives of DD&A's subconsultants will meet with County staff
for general orientation purposes, to discuss the format of products, specific deliverables,
scheduling, and potential Project Alternatives will be discussed.
Site Visit
Subsequent to the kick-off meeting, key people on the DD&A team including
subconsultants) will conduct a thorough site visit to document existing conditions and
features on site and in the surrounding area. Site photographs will be taken to assist in
preparation of the EIR. DD&A will also prepare a base map of the site for use in the EIR.
Peer review of technical documents will be initiated in this phase as well.
Initial Data Gathering
In addition to the initial meeting, prior to the site visit, DD&A will conduct data gathering
of reports to ensure all project application materials are provided. Key reports will be
distributed to the DD&A team including sub-consultants); these include:
Preliminary Drainage Report
Forest Management Plan
Archaeological Reconnaissance
Geotechnical Assessment
Geological Fault Investigation
Acoustical Analysis
Biological Resources Assessment
Historical Analysis and DPR Form
Traffic Impact Analysis
Plans: Existing Conditions Plan, Landscaping Plan, Project Plan, Utility Plan
TASK 2: PREPARATION OF NOTICE OF PREPARATION AND SCOPING
The project approach assumes the preparation of a Notice of Preparation NOP) as an initial
task to finalize the scoping of the environmental document and focus. the evaluation on
potential significant impacts of the project.
3 Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�
+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Notice of Preparation
DD&A will prepare the Notice of Preparation NOP), after review and comment by the
County and applicants, as appropriate. DD&A will also conduct one public scoping session
during the NOP period if requested by the County. DD&A will revise this scope of services,
as necessary, based on a review of letters received on the NOP and oral testimony received
during the scoping meeting.
DD&A will contact, as needed and as authorized by the County, responsible and potentially
responsible agencies to identify project issues. In addition to County departments, these
agencies could include Monterey County Local Agency Formation Commission; City of
Carmel-by-the-Sea; the California State Department of Conservation; the USDA Soil
Conservation Service; the U.S. Environmental Protection Agency; the California State Air
Resources Board; the Monterey Bay Unified Air Pollution Control District; the Association
of Monterey Bay Area Governments; the Monterey Peninsula Water Management District;
the Monterey County Regional Water Quality Control Board; the California Regional Water
Quality Control Board; the U.S. Fish and Wildlife Service; the California State Department of
Fish and Game; the U.S. Army Corps of Engineers; the California State Lands Commission;
the California Native Plant Society; the California State Department of Transportation; the
Transportation Agency for Monterey County; the California State Department of Health
Services; the California Department of Forestry; and local utilities, school districts, and
service providers. A list of appropriate agencies and contacts will be developed in
conjunction with County staff.
Scoping Meeting
The Principal in Charge/Project Manager and the Assistant Project Manager will attend one
scoping meeting to be conducted by County staff. DD&A will be available to respond to
questions as needed.
DD&A understands that the County will publish and distribute the Notice of Preparation.
DD&A will gather input from the scoping meeting and recommend any needed changes in
the proposed scope of work and will ensure that all pertinent concerns are adequately
addressed in the EIR.
4
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
TASK 3: PREPARATION OF DRAFT PROJECT DESCRIPTION AND THRESHOLDS
OF SIGNIFICANCE
Draft Project Description
Based on initial data gathering efforts and review of conceptual plans for the project, DD&A
will draft a Project Description for use in the EIR. DD&A will coordinate with the County
and applicants to create a project description as required by CEQA. A thorough and
detailed project description is the critical first step in a successful environmental analysis.
Early definition of the project helps avoid uncertainty during review, development, and
operations, and also ensures completeness at an early stage. It also helps reduce cost;
avoidable delays and related expenses are prevented by early identification and resolution
of issues.
It is assumed that graphic illustrations of plans will be available in a digital format or in
hard copy suitable to prepare EIR figures) and that graphic quality will be adequate for use
of these materials for the EIR. DD&A will work with the County staff and the applicant to
ensure that the project description provides an appropriate level of detail for the proposed
site and surrounding properties. Any additional project information that may be required
from the applicant to prepare the EIR will be identified at this point.
The Project Description will include Location: History of the Site and Development in the
Area, Technical, Economic and Environmental Characteristics of the Project; the Local and
Regional Environmental Setting; Sensitive Environmental Characteristics; and Rare or
Unique Environmental Characteristics. The project description will also include the
following: 1) project objectives, 2) intended uses of the EIR, and 3) a list of discretionary
actions required for the project. DD&A will work with the project developer and the
County to develop meaningful and attainable project objectives. The draft Project
Description will identify all relevant discretionary permits and approvals required for the
project and the project approval process.
A preliminary draft of the Project Description will be submitted to the County staff for
review before the DD&A team begins conducting any impact analyses. It is also
recommended that the draft Project Description be submitted to the applicant for
confirmation to ensure consensus on the data to be evaluated.
S Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�I EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
11
The CEQA Guidelines defines significant effect on the environment" as: a substantial, or
potentially substantial, adverse change in any of the physical conditions within the area
affected by the project including land, air, water, minerals, flora, fauna, ambient noise, and
objects of historic or aesthetic significance" Guidelines Section 15382). The threshold of
significance" for a given environmental effect is that level at which the Lead Agency finds
the effects of the project to be significant. Prior to EIR preparation, DD&A will confirm and
determine CEQA requirements and established thresholds for the EIR.
TASK 4: REPORT REVIEW AND PEER REVIEW EVALUATION
Conduct Peer Review Evaluation
Existing data and analysis applicable to the project site and vicinity will be collected and
evaluated by DD&A and its specialized subconsultants. For each technical report requiring
additional analysis, technical letters will be prepared detailing observations and identifying
any deficiencies in the technical studies prepared to date to support the EIR. DD&A and its
subconsultants will meet with County staff and the applicant and their consultants to
discuss issues that may be identified. It is assumed that the applicant's consultants will
conduct work as may be determined necessary to refine and supplement their reports under
the oversight of the County and the DD&A team, unless otherwise indicated in this scope of
work.
The reports listed below will be peer reviewed by the DD&A team members identified. The
review of each technical report listed below will confirm that methodologies employed are
consistent with all standards and requirements contained in Monterey County
environmental review procedures, those of pertinent County agencies, and any other
applicable responsible agencies. In addition, the peer review will consider the most recent
requirements of CEQA and any pertinent court decisions in evaluating the adequacy. of
existing technical reports to support the preparation of a legally defensible EIR. After peer
review of existing documents, DD&A will determine if additional technical analysis is
needed.
Archaeological Consulting, Preliminary Archaeological Reconnaissance of Assessor's Parcels
009-061-002,-003,&-005, November 20, 2006.
Brown-Buntin Associates, Inc., Acoustical Analysis Villas De Carmel, December 19, 2007.
Forest City Consulting, Forest Management Plan, December 11, 2007.
6
Scope ofWo,k
Villas de Carmelo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�1, 1
EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Higgins & Associates, Traffic Impact Analysis Draft Report, December 13, 2007.
JRP Historical Consulting, LLC, CEQA Impacts Analysis and Proposed Mitigation Report
for the Former Peninsula Community Hospital, December 2007.
O'Brien & Gere, Geological Fault Investigation, December 2007.
O'Brien & Gere, Geotechnical Assessment, November 2007.
State of California, The Resources Agency, Department of Parks and Recreation, Primary
Record, August 29, 2007.
WWD Engineering, Preliminary Drainage Report, December 12, 2007.
Zander Associates, Biological Resources Assessment, Former Carmel Convalescent Hospital
Site, December 2007.
In this task, DD&A will evaluate these studies in detail and identify any deficiencies in a
letter report to the County. Upon completion of this task and DD&A full review of the
project application materials and background reports, it may be determined that additional
topics will be analyzed or made subject to analysis of a greater breadth or depth than
originally proposed. Any additional technical requirements identified during this task will
be identified to the County for consideration and determination of additional analysis. The
assumption in this Scope of Work is that any technical report deficiencies will be corrected
by the applicant's consultants. Subsequent peer review of additional technical information
will be provided by DD&A subconsultants.
TASK 5. PREPARATION OF ADMINISTRATIVE DRAFT EIR
DD&A will prepare a detailed Administrative Draft EIR for the project organized as
outlined in the CEQA guidelines. This document will include 1) a description of the project
and purpose/objectives, 2) the existing environment setting, 3) assessment of the
environmental impacts of the project, 4) proposed mitigation measures for the project
impacts, 5) the alternatives considered, 6) cumulative impacts and 7) references,
bibliography and technical appendices including an environmental checklist; and technical
reports prepared for the project EIR.
The Introduction to the EIR will cover the following topics in accordance with the County's
EIR format guidelines: Purpose and Statutory Requirements; Project Description and
Environmental Setting; and Summary of Important CEQA Topics.
7
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXHIBIT A SCOPE OF SERVICliS/PAYMENT 2OVISIONS
One camera-ready, one bound copy, and one Word Document file in digital format of the
Administrative Draft EIR will be submitted to the County for review and comment.
Summary
A summary section will be included to briefly describe the project, summarize issues of
concern, significant adverse environmental impacts, effects found to be less than significant,
significant and unavoidable impacts, and project alternatives evaluated in the EIR. The
summary section will also provide an abbreviated listing of all recommended mitigation
measures for the project.
Overview of E1R
DD&A will conduct a comprehensive environmental impact assessment investigating the
issues required by CEQA, described within this scope of work. This EIR will be prepared in
conformance with CEQA and all other applicable environmental law and regulations.
This section will summarize the Project Description and the following important CEQA
topics in accordance with the County's EIR format guidelines: Project Consistency with
Applicable Local and Regional Plans, Significant Environmental Effects of the Project and
Related Mitigation Measures; the Mitigation Monitoring Program; Significant Cumulative
and Long-Term Effects; Significant Environmental Effects which Cannot be Avoided;
Beneficial Effects of the Project; Project Alternatives; Significant Irreversible Environmental
Changes; Growth-Inducing Impacts; and Effects Found not to be Significant. A Summary
Table listing all impacts project specific and cumulative), mitigation measures and their
level of significance after mitigation will be incorporated in this section of the EIR to provide
an executive summary of the project and the analysis of its impacts.
A discussion of existing conditions will be included in the environmental setting section.
The EIR will cite the significance criteria used to determine the level of impact for each
environmental issue, based on C:EQA requirements, current legal standards, case law, and
professional practice. The project impact section will present potentially significant impacts,
and identify mitigation that avoids or reduces impacts to a less-than-significant level where
possible. If a mitigation measure is identified as having a significant secondary impact, this
impact will be discussed in appropriate detail.
The EIR will clearly identify impacts found to be less-than-significant, based on the
significance criteria. With respect to mitigation, the EIR will establish the framework for the
evaluation of 1) impact significance before and after mitigation, 2) the feasibility and
8 Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21. 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVI91UNS
effectiveness of proposed mitigation measures, and 3) any impacts that may result from
implementation of mitigation measures.
Project Setting, Impacts, and Mitigation Measures
All research on the site's environmental setting, analysis of impacts, and recommendation of
mitigation measures will be consistent with the current State CEQA Guidelines. Thresholds
of significance to be utilized in the environmental analysis will be reviewed and confirmed
with County staff prior to initiating any new analyses. The following topics will be
addressed as specified in the County's CEQA Checklist.
Geology. The December 2007, Geological Fault Investigation prepared by the applicant's
consulting geologists, O'Brien & Gere, will be peer reviewed by Nolan Associates,
Consulting Geologists for this EIR. Should the Nolan Peer Review identify deficiencies in
the study, these will be identified and O'Brien & Gere will prepare an updated Geological
Fault Investigation for the proposed project. This section of the EIR will then be drafted on
the basis of the final geology report and will comply with all the specifications of the
County's CEQA Checklist. DD&A. will summarize the findings of research conducted by
the consulting geologists related to geology into this section of the EIR.
Soils. The geologic and geotechnical hazards on the site will be addressed in the EIR, based
on the geotechnical/geologic report to be provided to DD&A by the project applicants,
including the O'Brien & Gere, Geotechnical Assessment, November 2007. This technical report
will also be peer reviewed by Nolan Associates, Consulting Geologists for this EIR.
This section will address the following:
Describe potential geologic and geotechnical hazards on the site.
Evaluate geotechnical issues including seismicity, soil conditions and hazards,
proposed grading, and erosion.
Incorporate recommendations/mitigation.
This section of the EIR will be drafted on the basis of the final geology report prepared and
will comply with all the specifications of the County's CEQA Checklist. DD&A will
summarize the findings of research conducted related to soils into this section of the EIR.
Air Quality. The project is located within the North Central Coast Air Basin. Air quality
issues specific to the Monterey County and Monterey Bay Unified Air Pollution Control
District MBUAPCD) air quality planning programs and procedures included in the
MBUAPCD CEQA Air Quality Guidelines will be evaluated. The EIR will describe the air
quality of the area and provide an assessment of the potential air quality impacts of the
9 Scope of Work
Villas de Carmelo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXHIBIT A SCOPE OF SERVICL'AYMENT PROVISIONS
project in compliance with MBUAPCD CEQA Guidelines. This analysis will include the
following:
Description of the existing meteorological characteristics and air quality in the
project area, and identification of sensitive receptors affected by development e.g.,
residences, etc.).
Discussion of the relevant federal, state, and local regulatory provisions regarding
air pollutant emissions.
Address short-term air quality impacts during construction, resulting from dust and
exhaust emissions from construction activities, such as the effect of particulate
matter and diesel exhaust on nearby sensitive receptors. Address any long-term
impacts from project implementation on air quality.
Identify mitigation for significant impacts.
Coordinate with AMBAG and MBUAPUD to determine whether the project is
consistent with the relevant AQMP. An analysis of the proposed project's
consistency with the County's General Plan will also be provided.
The project's cumulative air quality impacts will be evaluated based on the
MBUAPCD guidelines.
Based on MBUAPCD guidelines, construction emissions will be estimated. Standard
dust suppression measures will be identified to minimize construction impacts.
DD&A will work with the MBUAPCD and the County, if necessary, to identify
feasible mitigation measures. Mitigation measures will be developed as indicated by
the impact analysis.
Hydrology. The ELR will describe the drainage characteristics of the project site and area,
including flood potential and existing drainage facilities, based on drainage plans/reports
provided to DD&A by the applicant's project engineer. The change in land use may affect
water quality and drainage conditions on and adjacent to the project site. Whitson
Engineers will assist DD&A in the evaluation of issues related to drainage and water
quality. Whitson will conduct a peer review of the Drainage Study prepared by WWD
Engineers for the Project Site. The drainage report, as well as the peer review, will provide
background information on site drainage, estimates of pre and post project runoff,
description of existing drainage facilities and capacities, and the assessment of drainage
facility improvements needed for the proposed development. The EIR will address the
provision of adequate drainage facilities to carry site runoff to proper discharge areas and
the potential for drainage from development site to alter natural drainage patterns and rate
or introduce pollutants to the natural surface drainage system.
Water Duality. This section will also assess the potential surface water quality impacts
from project development. Specific issues to be addressed are as follows:
10 Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXIIIBIT A SCOPE OF SERVICES/PAYMENT PROVI4fiONS
i
Describe the drainage characteristics of the project site and area, including flood
potential and existing drainage facilities.
Describe the proposed drainage system for the project, and estimate the increase in post-
development runoff flows, based on drainage calculations provided by project engineer.
Assess the potential surface water quality impacts from project development, resulting
from pre- and post-construction activities generating pollutants in site runoff such as
oil, grease, and metals from cars and maintenance activities).
Present appropriate mitigation for drainage and water quality impacts, including City,
NPDES and other RWQCB requirements.
Plant and Animal Life. DD&A will conduct a review of the existing biological and forest
management plans for the project. The review will consist of an examination of the content
and format of the document and the identification of any deficiencies or areas which require
further clarification. DD&A will conduct the peer review of the biological report prepared
by Zander Associates Biological Resources Assessment, Former Carmel Convalescent Hospital
Site, December 2007). Steve Staub will conduct the peer review of the Forest Management
Report prepared by Forest City Consulting Forest Management Plan, December 11, 2007).
DD&A and Staub will each prepare an itemized comment letter requesting additional
information or clarification, in addition to the identification of deficiencies. DD&A and
Staub will prepare one additional round of comments if not all of the original comments
are responded to sufficiently. An amendment to the contract would be required if
additional comments are needed prior to the biological document being deemed
satisfactory. A site visit will be conducted to perform the required peer review in a
professionally responsible manner. This section of the EIR will then be drafted on the basis
of the final biology report(s) and forest management plan(s) and will comply with all the
specifications of the County's CEQA Checklist.
DD&A will also contact responsible and interested agencies and organizations that have
knowledge of affected resources and jurisdiction over or will be affected by the project to
ensure that potential environmental issues are addressed. This communication will also be
conducted in order to generate mitigation measures to minimize or avoid potential impacts.
DD&A anticipates contacting and/or meeting with representatives of the following agencies:
X California Department of Fish &-Game CDFG)
X California Native Plant Society CNPS)
X California Regional Water Quality Control Board RWQCB)
X U.S. Army Corps of Engineers Corps)
X U.S. Fish and Wildlife Service USFWS)
11 Scope of Work
Villas de Carmelo
March 28,2008 and Updated.4pril 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXHIBIT A SCOPE OF SERVICESIPAYMENT PROVIS�I)NS
Plant Life. DD&A Resource Management Team and Steve Staub will conduct a peer review
the Biological Assessment and Forest Management Plan for the proposed project and will
prepare a letter report to the County as described above.
Animal Life. DD&A will peer review the Biological Assessment and Forest Management
Plan for the proposed project by Denise Duffy & Associates and will prepare a letter report
to the County as described above.
Energy. The EIR will evaluate the project's energy use, and identify major issues related to
energy use such as building design.
Land Use. This section of the EIR will address General Plan consistency as well as zoning
implications, including a review of all the policies in the General Plan/Coastal Land Use
Plan that may relate to the potential action.
The property is located on the west side of Highway 1 in the unincorporated Coastal Zone
of Monterey County. The land is designated Medium Density Residential in the Carmel
Area Land Use Plan. The property is currently zoned MDR/2-D CZ). The uses allowed in
the zone willbe identified and the design standards for existing and proposed designations
addressed.
In the past, the buildings have been occupied as convalescent hospital, nurse and patients'
residences and as offices of the organization. The potential for General Plan/LCP policy
conflicts and the need to balance competing objectives will be identified for all land use
issues, including noise, access, recreation uses and other relevant policy topics. Land Use
analysis in the EIR will focus on the project's relationship to local land use patterns and
relevant planning policy, zoning, or other development guidelines. The above-listed plans
and policies will be summarized as they relate to the development of the proposed project.
Policies that are applicable to other topical subsections of the EIR e.g., traffic, water quality
and supply, aesthetics) will be cross-referenced. Existing on-site and surrounding land uses
will be described and mapped. The site will also be described in the context of overall local
land use trends in this portion of the County. Existing access and circulation, structures,
open space areas, General Plan land uses and zoning designations will be illustrated.
The following subtasks will be completed to provide an analysis of the project's
potential effects on land use and its consistency with relevant planning policies:
Land use compatibility. The EIR will provide a discussion of the land use effects of
the proposed project relative to surrounding existing and planned land uses to
provide adequate information to agencies and individuals who will be reviewing the
12 Scope of Work
Villas de Carmelo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXIIIBTT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Draft EIR. Assessment of aesthetic impacts related to the project's location on
designated scenic routes will be addressed in detail in the aesthetics section of the
EIR.
Secondary land use impacts. Potential secondary land use impacts, such as
increased traffic, noise, and water use from the proposed development will be
considered, described, and referenced to other sections of the EIR as appropriate.
Project's consistency with relevant policies. The project's consistency with relevant
LUP and Coastal Act policies will be summarized in a table format, and potential
policy conflicts will be highlighted and described in greater textual detail. Under
CEQA, policy conflicts in and of themselves in the absence of direct physical effects)
are not considered to have a significant effect on the environment and will therefore
be differentiated from impacts described in the other topical sections of the EIR. Any
physical impacts associated with policy conflicts will be addressed in the
appropriate technical sections of this chapter e.g., air quality, noise, aesthetics,
traffic, water resources). If needed, land use mitigation will be recommended to
reduce any significant incompatibilities with nearby uses. The Project Alternatives
section of the EIR will also identify and analyze a project design alternative that is
consistent with current land use designation under the LUP; the alternative will be
formulated in conjunction with the County and applicant.
Population, Employment and Housing. The population and housing analysis in the
environmental document will consider the trends in population statistics for the local and
regional areas. The EIR will evaluate whether the project will call an increase in population
due to proposed housing and an indirect impact on the local population and housing
conditions in the area. The contribution of this project on the increasing population and
housing needs will be addressed quantitatively in this section. As described previously, any
growth inducing characteristics and. impacts of the project will be discussed in the EIR. The
County's Housing Element will be relied upon for the analysis to the extent possible, with
additional demographic analysis provided as necessary. The plan will be evaluated against
the County's ability and lack of ability to meet housing goals. Adopted population,
employment, and housing forecasts and policies will be described in relation to the potential
impacts of the proposed project.
Transportation and Circulation. Hexagon Transportation Consultants, Inc. will review the
Traffic Report prepared by Keith 13. Higgins Associates for the project. The review will
confirm that the methodologies employed in the preparation of the TIA are consistent with
the standards and methodologies contained in the Monterey County Environmental Review
Procedures and required by the County of Monterey and the Transportation Agency for
Monterey County TAMC). Hexagon will. also request copies of comments made by the
13 Scope of Work
Villas de Carmelo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXHIBIT A SCOPE OF SERVICES/PAYMENT.PROVISIONS
Transportation Agency for Monterey County TAMC) and Caltrans on the draft Traffic
Report prepared by Higgins Associates to ensure that they have been adequately addressed.
Due to the location of the project, trip generation may present major issues for the project
including increasing traffic on the existing road network in particular in adjacent residential
areas, access to the site, and regional impacts and mitigation including understanding
applicable fee programs and off-site improvements that may apply to the project. The EIR
will address traffic issues associated with implementation of the project. The environmental
analysis will be based on the Higgins Associates' traffic report prepared for the project, and
findings of other recent local and regional traffic studies, as well as the peer review to be
conducted by Hexagon. The EIR will use the technical report to address the following
topics:
Describe existing roadway network in the project area.
Describe traffic impacts/conditions under the Existing, Background, Background
Plus Project, and Cumulative with and without Project.
Identify anticipated traffic impacts on affected transportation facilities, based on trip
generation, and available level of service analysis at the study intersections.
Assess the adequacy of site access and internal circulation and parking requirements.
Present mitigation for significant traffic and parking impacts, including a calculation
of relevant fees for the project's fair share financial contribution towards any
regional improvements.
Assess compliance with County Congestion Management Program provisions and
consistency with the Monterey County Trip Reduction Ordinance.
DD&A will present the findings of the peer review in a letter report that identifies any areas
of deficiency in the Traffic Report. It is assumed that there are no major deficiencies in the
report and that it will be sufficient for use in the EIR. However, if any deficiencies are
identified, DD&A and Hexagon will work with Higgins to update and/or augment the
Traffic Report to address all deficiencies identified by Hexagon. This section of the EIR will
then be drafted on the basis of the final traffic report.
Public Services and Utilities. The project will involve the extension and expansion of
service systems to provide utilities and infrastructure to the site. Based on available plans
and consultation with public services and utilities, DD&A will identify service requirements
and capacity improvements necessary to extend service to the site. The EIR will identify
infrastructure components, and treatment or disposal capacity, as applicable to each utility,
including water, wastewater and storm drain systems. Water service is to be provided by
Cal-Am, a privately owned and operated water company with a system capacity regulated
by the Monterey Peninsula Water Management District MPWMD). The County has
14 Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
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7/27/2009-U04
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&-U07
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$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
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PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
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A-U012
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THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
negligible acre-feet per year AFY) of water to allocate to new uses within their MPWMD
allocation. The EIR will also review applicable materials from the County and MPWMD in
reference the previous water use at the site. The EIR will also identify water demand for the
he proposed new use and determine the net water demand. This information will be used
to confirm that there is an available allocation of water assigned for redevelopment of the
proposed site.
In this analysis, DD&A will also review proposed water usage and proposed or possible
water conservation measures that could be incorporated in the project design and operation
of the various project components proposed by the applicants. Specific mitigation measures
and/or proposals for conservation or water recycling programs will also be identified. This
assessment will also review the proposed water system infrastructure to assess compliance
with relevant standards i.e., health and fire safety) and the adequacy of proposed storage
and transmission capacity and pressures.
The EIR will present the existing conditions and address the anticipated project demands
related to public services and utilities, including the following:
water supply, distribution, and service,
wastewater treatment,
solid waste disposal,
parks/recreation facilities,
schools,
police protection,
fire protection,
emergency medical services, and
cable, electricity/gas, and telephone service
The EIR will address the impacts of the project on local and regional public services and
utility systems based upon information provided by the applicants and communication
with local service providers. DD&A will consult with the service providers to describe the
existing public services in the project area, document existing service levels, and identify
current service standards for each provider. DD&A will evaluate the project impacts upon
each of the service providers. Additionally, DD&A will assess the adequacy of emergency
access to and from the project site and identify mitigation for significant impacts on these
public services and utilities.
Noise. Noise from vehicular traffic and new housing may result in noise impacts to existing
and proposed residential areas. The EIR will describe the existing ambient noise in the
vicinity of the area being considered for use, and assess both the short-term and long-term
noise impacts resulting from the proposed project. For the noise section, Illingworth &
15 Scope of Work
Villas de Carmelo
March28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXHIBIT A SCOPE OF SERVICES/AYMENT 1"ROVISIONS
Rodkin will conduct a peer review of the Brown-Buntin Associates, Inc., Acoustical Analysis
for the Villas De Carmel, dated December 19, 2007. The peer review will include an
independent assessment of the overall approach to the study, the criteria used in the
assessment, the noise monitoring survey, the predictive methods utilized in the analysis,
conclusions reached regarding potential noise impacts and mitigation, and the completeness
of the report. The EIR will summarize the results of this analysis. Using the Brown-Buntin
Report and the Peer Review by Illingworth and Rodkin, DD&A will prepare a technical
noise analysis that will identify the impacts on sensitive land uses, including the following
tasks:
Identify existing conditions and review the noise monitoring survey results.
Report the results of the Brown-Buntin project-generated noise impacts based on the
measured noise level data, future traffic projections, and noise level contours. Report the
Peer Review results; any additional technical data or corrections/additions to the Brown-
Buntin report will be identified.
Confirm identification of noise levels at existing and proposed noise-sensitive land uses.
Identify future conditions and noise level estimates to account for future noise generated
by vehicular traffic and other noise sources. Future noise levels will be compared
against State, County and City noise policies and appropriate CEQA significance criteria
and noise impacts will be identified where appropriate.
Develop and present noise mitigation. Measures to reduce noise levels will be
recommended where significant noise impacts are identified. These measures may
include physical controls, such as improved sound insulation treatments e.g., sound
rated windows and doors) or administrative controls, such as regulating the hours of
construction.
The proposed project may cause an exposure of persons to noise levels in excess of
current standards from ground borne vibrations or temporary noise impacts due to
demolition, grading, and construction operations. Sensitive receptors include
surrounding single family residences. Development activities include operation of
graders, backhoes, caterpillars and trucks, which will cause localized noise levels to
temporarily increase above existing ambient levels. Noise impacts during grading and
construction will be analyzed based on the available construction information provided.
Noise impacts from project-specific and cumulative vehicular traffic trips will be
assessed. Noise impacts on the proposed project site and on adjacent sensitive uses from
vehicular traffic will be assessed.
Mitigation measures designed to reduce short- and long-term impacts to acceptable
noise levels will be identified where necessary. Both an evaluation of the potential
mitigation measures and a discussion of their effectiveness will be provided.
16
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Hazards/Human Health. The EIR will also summarize the history and existing conditions
regarding past uses on the project site, including the past commercial/hospital activities and
impacts of past use on future site users. Mitigation measures or other background
regulatory mechanisms may be recommended to reduce, as feasible, public health risks such
that they would constitute a less-than-significant impact.
DD&A will utilize any previous environmental assessments prepared for the property.
Examples of reports previously prepared may include a Phase I Environmental Assessment
and any additional reports that are available that pertain to hazardous waste impacts or
contamination at the site. It is assumed that such reports will be made available to DD&A
by the applicant.
Aesthetics/Visual Resources. The 3.68 acre site is developed land with urban uses
however; the addition of buildings and demolition would alter the visual character of the
area and could have potentially significant visual/aesthetic effects. Analysis will focus on
visual impacts to Highway 1, lighting and nighttime glare, and consistency with visual
resource policies/regulations contained in the Monterey County General Plan, Carmel Area
Land Use Plan and Title 21 Zoning Ordinance.
According to the Carmel Coastal Implementation Plan, the public viewshed are those areas
visible from major public viewing areas including Highway 1 Corridor. The proposed
project has the potential to affect a scenic vista and degrade the existing visual character of
the area through the introduction of a new residential structure within the public view-shed.
The California Environmental Quality Act CEQA) establishes that it is the policy of the
state to take all action necessary to provide the people of the state with... enjoyment of
aesthetic, natural, scenic and historic environmental qualities" CA Public Resources Code
Section 21001(b)]. Because this project has the potential to affect visual resources, by
removing vegetation and adding structures, the EIR will include the following tasks and
analysis:
Define the project setting and viewshed. This section will describe the existing
visual setting of the project area in terms of physical attributes, aesthetics, vista, and
color. DD&A will conduct a site visit to document existing site conditions and the
surrounding context. DD&A will describe the physical attributes and landscape
values of the project area and will address existing and proposed conditions, views,
daytime glare, color, texture, form, massing, materials, architectural details, and
similar pertinent features.
Identify key views for visual assessment. Photographs of the existing site will
accompany the text.
17
Scope of Work
Yillru de Carnielo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�+�EXH BIT A SCOPE OF SERVICES/PAYMENT' PROVISIONS
Analyze existing visual resources and viewer response. Visual resources and
character attributes such as line, form, color, texture, dominance, scale, diversity and
continuity will be identified.
Depict the visual appearance of the project. This scope of work assumes that the
visual simulations provided by the applicant will be adequate to show the before
and after condition in the environmental document. As an optional task, additional
visual simulations by a third-party can be provided.
Assess the potential visual impacts of the project from surrounding roadways, as
well as neighboring houses. Mitigation measures will be recommended to avoid,
minimize and/or mitigate adverse visual impacts to a less-than-significant level.
These measures can include enhanced plantings, texture or color coating for
structures, architectural design features, contour grading, etc
Because the project has the potential to affect an officially designated scenic highway
Highway 1), the environmental document will discuss whether the project is
consistent with the scenic highway program.
In addition, the cultural resources consultant and/or the Landscape Architect will also be
called on to help determine whether the proposed project would affect the setting of an
historic resource. Discussion about whether and to what extent the project would affect the
setting of an historic resource will be included in the Cultural Resources section of the
document. The discussion will be cross-referenced in the Visual section.
It is assumed that the project architect, or another consultant to the applicant, will prepare a
lighting plan and identify potential nighttime lighting levels on the project site and in
adjacent areas. This information will be used by DD&A to address potential light and glare
impacts in the EIR.
Archaeological Resources. DD&A will use the Archaeological Consulting, Preliminary
Archaeological Reconnaissance of Assessor's Parcels 009-061-002, 003, & 005, November 20,
2006 Report for this section. DD&A and JSA will review this work for compliance with
CEQA requirements. Should additional work be determined necessary to satisfactorily
analyze whether archaeological resources are present on the project site, and potentially
impacted by the project, an amended scope of work will be prepared for County approval.
Optional Task: Three Dimensional View Analysis
As an optional task, in lieu of using the photo-based simulations described above, we have identified an option
to prepare a three-dimensional view analysis. Through this three-dimensional site plan it would be possible to
examine the impacts of the development plans by taking the most recent topographical CAD files and extruding
them to create a three-dimensional terrain model. Over this model, an aerial photograph can be draped, resulting
in an accurate depiction of existing conditions. With the proposed project CAD files rendered in 3-D, the
project's visual impacts can be seen quite accurately. Within the 3D scene, cameras are set up and renderings or
snapshots" can be taken from any location or angle. If interested, DD&A can provide cost estimates for this
approach.
18
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-� +�a
EXHIBIT A SCOPE OF SERVICES/PAYMENT PEOVISIONS
Statutory Sections
Above and beyond the analysis of topical issues in the Environmental Setting, Impacts &
Mitigation Measures" section, CEQA requires that an EIR contain specific discussions,
which include, but are not limited to, those listed below. This section of the EIR will
provide a detailed discussion of the following important CEQA topics in accordance with
the County's EIR format guidelines: Significant Cumulative and Long-Term Effects;
Significant Environmental Effects which Cannot be Avoided; Beneficial Effects of the
Project; Project Alternatives; Significant Irreversible Environmental Changes; Growth-
Inducing Impacts; and Effects Found not to be Significant. Findings and supporting
evidence will be clearly described and any technical studies supporting the analysis will be
referenced and included in the EIR. appendices. Up to three Project Alternatives including
the No Project Alternative) will be identified early on in coordination with County staff.
Growth Inducement. CEQA requires an EIR to discuss the ways in which a project could
promote or induce economic or population growth, either directly or indirectly, in the
surrounding area. This section will also review the infrastructure and services
improvements proposed, the environmental and physical constraints to additional growth
and whether this project will take away an existing impediment to growth in accordance
with CEQA. The growth inducing analysis will describe components of the project and
conclude why they are or are not considered to be growth inducing.
Unavoidable Significant Adverse Impacts. The unavoidable significant adverse impacts
identified in the above analyses, if any, will be summarized in this section. The purpose of
this discussion is to call out any permanent or significant degradation in the quality of the
environment, or the destruction of important natural and cultural resources, which cannot
be prevented by the incorporation of mitigation measures. In addition, irretrievable
commitments of resources should be evaluated to assure that such use is justified.
Cumulative Impacts. CEQA defines cumulative impacts as two or more individual effects
which, when considered together, are considerable or which compound or increase other
environmental impacts. This section will discuss potential significant cumulative impacts to
which the project would contribute based on the analysis in the Environmental Setting,
Impacts and Mitigation Measures" section, described above. A list of the past, present and
reasonably anticipated future projects producing related or cumulative impacts will be
discussed, so that a region-wide review of the impacts can be facilitated, instead of review
simply on a project-by-project basis. DD&A will work with staff to identify potential future
regional growth to be considered in this analysis. This section will discuss cumulative
impacts relating to the project if and when they are significant.
19
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-� +�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Project Alternatives. CEQA Guidelines Section 15126.6 requires the consideration of a range
of reasonable alternatives to the proposed plan that could feasibly obtain most of the basic
objectives of the proposed project. The Guidelines further require that the discussion focus
on alternatives capable of eliminating significant adverse impacts of the project, or reducing
them to a level of insignificance, even if those alternatives would not fully attain the project
objectives or would be more costly. According to the CEQA Guidelines, the range of
alternatives required in an EIR is governed by the rule of reason" that requires an EW to
set forth only those alternatives necessary to permit a reasoned choice, including the No
Project Alternative. An EIR need not consider an alternative whose effects cannot be
reasonably ascertained and whose implementation is remote and speculative. Reasonable
alternatives to the proposed project will be identified and analyzed, including the No
Project alternative. Additional alternative analysis will include three alternatives: a project
design alternative that is consistent with the LUP, a reduced density alternative and another
alternative that is focused on reduction of impacts identified in the EIR.
List of Organizations and Persons Consulted. All federal, state, regional, and local
agencies and organizations, and private individuals consulted in preparing the draft
environmental document, and the persons and firms that prepared the draft environmental
document and technical studies, will be identified. The EIR will alphabetically list all
reference materials and technical reports utilized in preparing the EIR by CEQA topic.
Preparation of Screencheck Draft EIR
After submittal of the ADEIR and receipt of one set of County comments, DD&A will
respond to County comments and prepare a Screencheck Draft EIR for final review by the
County. The amendments to the Administrative Draft EIR will be based on one set of
consolidated non-competing comments received from County staff. DD&A has allotted a
specified amount of time for responding to changes. Should this task exceed the cost allotted
in the budget due to changes in the project description or requests for additional analysis or
edits that are not necessary to prepare a legally adequate document, the additional cost
would be billed to County contingency on a time-and-materials basis.
TASK 6. PREPARATION OF DRAFT ErR
DD&A will respond to County comments and prepare a Public Review Draft EIR for public
distribution by the County. DD&A will amend the Screencheck Draft EIR based on one set
of consolidated non-competing comments received from County staff.
Twenty-five copies of the Draft EIR and three copies of the DEIR Technical Appendices will
be produced double-sided for public distribution and submittal to the County. Fifty CD-
20
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-� +�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
ROM will be delivered to the County, containing digital files of the Draft EIR. It is assumed
that the County will be responsible for preparing and filing the required CEQA notices, as
well as be responsible for public distribution of the Draft EIR.
Additional time has been set aside for meetings or attendance at a hearing during the
review of the Draft EIR period.
TASK 7. FINAL EIR
The DD&A Team will formulate responses to comments on the Draft EIR, including written
comments received from the public and agencies, and prepare a Final EIR. Included in the
draft Final EIR will be the Draft EIR with any necessary revisions), a list of all commenter
and any organizations with which they are formally affiliated, copies of all written
comments, and responses to each comment received. DD&A will discuss the preferred
approach to the responses with County staff at a meeting following the close of the
comment period. The budget estimated shows the level of professional effort assumed for
this task. Should an unexpectedly large volume of comments be submitted or should
comments require a substantial amount of effort to address i.e., additional analysis), DD&A
will ask that staff consider an adjustment in the budget to cover work beyond the assumed
level.
Administrative Draft Final EIR
After review by County staff and transmittal of one set of consolidated non-contradictory
comments, DD&A will amend the draft Final EIR for final review by County staff. We have
allotted time for responding to changes; however, if this task were to exceed the cost allotted
in the budget, the additional cost would be billed on a time-and-materials basis.
One copy of the Screencheck Final EIR will be provided for review by County staff.
Twenty-five copies of the Final EIR and 40 CD-ROMs will be delivered to the County. It is
assumed that the County will be responsible for preparing and filing the required CEQA
notices, as well as be responsible for public distribution of the Final EIR.
TASK S. MITIGATION MONITORING PROGRAM
DD&A will prepare a Mitigation Monitoring Program for the project and will identify
responsibility for implementing and monitoring each mitigation measure, along with
monitoring triggers and reporting frequency, subject to approval by County staff. DD&A
will also work closely with County staff to ensure that the program is prepared in the
required format, tailored to the County's Zoning and Building Permit procedures. A
21 Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-� +�1l
EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
checklist will be prepared listing measures and providing a column for verification of
compliance. Monitoring will be dovetailed with existing processes of project design,
development, and review. The Mitigation Monitoring Program will be submitted to County
staff for review with the draft Final EIR. The final Mitigation Monitoring Program will be
included in the Final EIR.
TASK 9. MEETINGS
DD&A Staff will meet with County staff during the project process in order to gather
information, review progress, review findings and discuss staff comments. The cost estimate
includes attendance at one kickoff meeting with County staff and the applicant; two site
meetings; one public scoping meeting; one progress meeting during Administrative Draft
EIR preparation; and one meeting to address County staff comments on the Administrative
Draft EIR. The Principal in Charge/Project Manager will attend one Planning Commission
Meeting, and one Board of Supervisors meeting. DD&A will be available for additional
meetings on a time-and-materials basis.
TASK 10. PROJECT MANAGEMENT, COMMUNICATION AND COORDINATION
The Principal in Charge/Project Manager and the Assistant Project Manager will attend to
all aspects of managing the project, including subconsultant and agency communication and
coordination.
PROJECT TEAM
DD&A has assembled a team of staff and subconsultants with specific experience in the
Monterey Peninsula and Monterey County. DD&A's staff and in-house technical
capabilities to complete this EIR include:
Denise Duffy, Principal
Alison Imarnura, Senior Planner/Engineer/Project Manager
Elizabeth Guzman, Planner/Assistant Project Manager
Erin Harwayne, Associate Environmental Scientist/Project Manager
Bryce Ternet Associate Planner
josh Harwayne, Environmental Scientist/Project Manager/Wetland Scientist
David Keegan, Associate Environmental Scientist/Wildlife Biologist
Matt Johnson, GIS Specialist
Jennifer Morrison, Assistant Planner
22
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-� +�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
CONSULTING PROJECT TEAM
Hexagon will prepare the peer review for the traffic and circulation section. Hexagon
offers services in transportation planning, traffic engineering, travel demand forecasting,
signal design, and parking. Hexagon's staff members have prepared thousands of studies,
both large and small, over their professional careers. These include countywide and
citywide circulation plans, corridor studies, specific plans, area plans, site master plans,
travel demand forecasting models, traffic impact analyses, traffic safety studies, site review
studies, and neighborhood traffic control studies.
Illingworth & Rodkin, Inc. will prepare the peer review of the noise assessment and
prepare the air quality assessments. They have been responsible for a wide range of
studies in environmental noise, architectural acoustics, and noise control engineering. A
recent research study for Caltrans investigated long-distance diffraction and reflection of
noise from sound walls. Other environmental noise studies include noise ordinance
violations; noise studies for commercial, institutional, housing and other miscellaneous
development projects; Specific Plans, and Noise Elements of the General Plans. Illingworth
& Rodkin staff members have also prepared Air Quality Technical Reports for over 10
major Caltrans highway projects and conducted over 100 air quality analysis for other
projects. These projects included carbon monoxide microscale analyses, the calculation of
project emissions e.g., ozone precursor pollutants, fine particulate matter, and diesel
particulate matter), seasonal field monitoring, and preparation of air quality conformity
determinations. Illingworth & Rodkin staff, Mr. Reyff, has advised and influenced
decisions of federal and local. air, quality agencies regarding impact assessment
methodologies and air quality conformity issues.
Nolan Associates will prepare the peer review for the geology and soils reports. Nolan
Associates is a geology and hydrogeology consulting firm based in Santa Cruz, California.
Jeff Nolan is a Registered Geologist, State of California #4493 and Certified Engineering
Geologist, State of California #1537. His firm provides a full range of geologic consulting
services with an emphasis on geologic hazards evaluations, engineering geologic
investigations and ground water resource studies.
Whitson Engineers will prepare the peer review for the drainage report. Peer review will
be provided to verify that the analysis is adequate for the EIR at a project specific level.
Whitson Engineers is a civil, environmental, and engineering consulting firm. Based in the
Monterey Bay Area, Whitson offers services to clients throughout California on public
works, residential, commercial and agricultural development, and resource conservation
projects.
23
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�!+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Mark Bowen of J&S will prepare the peer review for the historic report. Mark Bowen
meets the Secretary of the Interior's guidelines for professional qualifications for Historian
and Architectural History. Mr. Bowen has extensive experience with all levels of inventory,
evaluation, and nomination of built environment resources. Mr. Bowen's experience within
the central coast region includes conducting architectural inventories and studies of project.
impacts of properties in Carmel, Pebble Beach as well as inventory and compliance services
for the cities of Capitola and Santa Cruz. He has conducted surveys of extensive geographic
areas, such as the rocket propulsion research facilities and numerous homestead sites at
Edward Air Force Base, CA; neighborhoods in Stockton and Los Angeles, CA; historic
landscapes in Sacramento County, CA, in addition to landscapes and irrigation features in
Colorado. He has also performed numerous single building evaluations in communities
throughout the states of California, Nevada, and Colorado.
Bill Ruskin, Registered Professional Forester will prepare the peer review of the forestry
report. He has been licensed by the State of California as a Registered Professional Forester
since 1984 and has a broad background in forest management and environmental analysis.
He has prepared management plans and supervised projects in Monterey County. He has
prepared numerous Forest Management Plans in the forms required by Monterey County.
PROJECT BUDGET AND SCHEDULE
Please refer to the attached tables for the Project Budget and Schedule.
24 Scope of Work
Villas de Carmelo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�"+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PR4SIONS
VILLAS DE CARMELO EIR
ATTACHMENTS
BUDGET
AND SCHEDULE
25
Scope of Way*
Villas de Carmelo
March 28,2008 and Updated Aprrl21. 2008
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
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DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
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ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
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APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
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COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
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VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
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ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
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AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�#+�Ey"IiIT A- SCOPE OF SERV ICES/PAYMENT PROVISIONS
Proposal to Prepare CEQA Documentation
for the Villas de Carmelo Project
Cost Schedule for Denise Duffy & Associates, inc. Labor
April 18, 2008
Page One of Two
f b
a a P oC
Task o 4:$ ice sp c o~ t~~
1.0 Pro et InlUetion Scope of Work Revisions 18 16 4 8 $6,611.0 0
2.0 NOP Preparation and Scoping 24 10 12 18 8 $9,911.91
3.0 Draft Project Description, Thresholds Significance 8 32 2 2 6 8 $7.392.00
0 Report Review, Peer Revew Evaluation 12 26 4 12 2 $7,535.
6.0 dmintstratlve Draft EIR see below)
6.1 lntroductioniSumma 2 8 1 1 2 1 $1,663.
5.2 project Desal den 4 12 4 B 6 1 $4,422.00
6.3 Seltln impacts & Mitigation Measures Case belowl
Sae Geology 6 8 8 4 1 63 465.00
0,3b Solis 4 1 4 2 i $1,589.60
6.3c Air ual 2 45 24 1 58.541.50
S.id H and Drainage 4 2 8 2 1 $1,914.50
Sae Water Qua! 4 2 6 2 1 $1,914.00
5.36 Biological Resources/Plant Lffp, Trees 8 8 24 8 1 $8,105.00
s.;to Blolo cal Resouress/AnLtral Life 2 6 16 4 1 $3,542.00
5.311 Energy 1 1 6 1 1 $1,001.00
6.31 Land Use and Planning 18 8 33 4 1 $7,722.00
6.3 Population and Houm 1 2 8 1 $1,314.50
6.3k Traffic and Circulation 24 6 8 4 2 $6,941.00
5.31 Public Services/Uliileles 6 2 20 1 $3.927.00
5.3m Utilities 2 2 20 1 $2,706.0
San Noise 2 16 12 1 53,885,00
5.30 Hazardous rdatenals7Heaith and Safe B 2 16 1 $3,531.0 0
5.3 Aesthetic WVisual Resources 16 4 22 20 1 $7,878.00
Sol Cultural Resourcea/Htstodeal 4 23 121 1 1 $4,977.50
6A Other CEQA Sections: sea below)
5.45 Growth inducing Impacts 1 90 4 $1,864.50
&4b UnavoilableImpacts 2 6 5 $1,661.00
SAC Cumulative im crr 2 24 8 12 4 $5,973.00
Gas Project Alternatives 16 16 23 8 2 58,690.00
8.6 References Persons Consulted 2 4 6 $1,045.00
Screencheck Draft EIR 12 24 6 30 16 16 $11,726.0 0
6.0 Draft EIR see below)
6.1 Public Review Draft ElR 8 8 1 B 8 18 $4,763.00
6.2 Draft EIR Public Hearin Meetings 8 8 8 2 2 53,751.00
7.0 Final Emt see below
7.1 Administrative Final ER 65 75 12 75 6 20 $33,473.00
Final ER and NOD 24 20 14 16 16 24 $13,77200
8.0 Mitigation Monitorin Program 2 10 2 16 I t 53657.5
1.0 Project Team Hearin & Meetings 29 30 4 2 $10,224.50
Project Management Communications 32 24 4 4 $10.208.00
Total Hours 378 497 106, 460, 126 139
Rate Sthourl $185.00 $115.00 $110.00 $90.00 585.00 $60.00
Total Costs $69,930 $57,166 $11,660 $41,400 $10,710 $8,340
Total Costs + 10% $16,923.00 $62,870.60 $12,828,00 $45,640.90 $11,781.00 $6,174.00 $219,114.60
1)
NOTES:
TWO scope of work assumes that comments received on the Draft EIR will be within the timetrame Identified; however, with any public
review and comment period it is not possible to anticipate the complexity and endent of comments that will be received on the Draft EIR.
Therefore, although this estimate of the number of hours necessary to respond to comments is considered reasonable for the project
area, this budget may require an amendment to thoroughly respond to at comments, in particular If any new technical analysis would be
required to respond.
26
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�$+�EDIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Proposal to Prepare CEQA Documentation
for the Villas Project
Budget Summary
April 18, 2008
Page Two of Two
Total Cost
LABOR $ 219,114.50
EXPENSES
DD&A Reproduction see assumptions below*) $ 8,005.00
DD&A GIS Services $ 1,900.00
DD&A Miscellaneous Phone, fax, courier, postage, graphics, project-related expenses & supplies) 1,20Q.00
Expense Subtotal $ 11,105.00
Admin Fee 15% 1 665.75
DD&A TOTAL $ 231,885.25
SUBCONSULTANTS Area of Expertise
JSA Cultural Resources Specialists $ 9,000.00
Hexagon Traffic $ 9,000.00
Nolan GeotechnicalGeolo is $ 6,500.00
Kitson Engineers Drains e/Water Quality $ 5,000.00
Illin worth & Rodkin Noise Consultants $ 8,500.00
Staub/Bill Ruskin Forestry Forest Management Consultant $ 5,000.00
Subconsultant Subtotal $ 43, 000.00
Admin Fee 15%) 6,450.00
SUBCONSULTANT TOTAL $ 49,450.00
TOTAL EIR FEE $ 281,335.25
Reproduction costs are estimates only, billed at actual cost
2 copies of 1st Administrative Draft EIR and 5 cds $ 230.00
2 copies of 2nd Administrative Draft EIR $ 220.00
25 copies of Draft EIR and 50 cds of the Draft EIR $ 2,850.00
65 copies 25 review draft and 40 cds of the final) of Amendment to the Draft EIR $ 3,205.00
Miscellaneous copies/mapping $ 1.500.00
assumes no color graphics add'l color billed at S1/page) subtotal $ 8,005.001
NOTE: Optional Visual Simulation Computer Modeling can be provide for an additional fee based upon County request
27
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�%+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
SCHEDULE Villas de Carmelo EIR April 15, 2008
Completion dates are dependent on the receipt of all project information upon authorization to
proceed. The schedule is also dependent on County review times and number of comments
received during the 45-day EIR circulation period.
/Certification of EIR
Hearings/Certification
Subdivision Hearing October/November
Planning Commission November
Board of Supervisors November/December
assumptions1:
The Agency will provide technical reports prepared in the areas of traffic, geotechnical
studies and cultural resources. All mapping and technical reports will be available in
electronic and hardcopy format at the start of the project.
Flagging and staking to be completed by mid-week April 15, 2008
Updates to FMP by April 22, 2008 and provide that to DD&A; Biological Gander)
Updated materials will be provided by April 30, 2008. No additional technical studies,
including biological studies,, are required-
Peer review letters by DD&A subconsultants will be submitted within three-four weeks
of authorization. Any required additions to applicant's subconsultant reports shall be
completed within two weeks of peer report submittal.
t Please note that the EIR schedule does not account for unanticipated delays outside DD&A's control. These delays
include failure to receive all project-related information in a timely manner, delays in administrative reviews by the
County, continuances of public hearings, or similar events.
EIR Proposed Schedule
Task Timeframe
For Reviews Approximate Date
Project Authorization to Proceed April 8-14,2008
Project Initiation/Scope Refinement April 16, 2008
NOP Preparation April 8- 16, 2008
NOP Review and Approval by
County/Distribution List for NOP
April 16-18, 2008
NOP circulation 30 days April 18, 2008
Complete peer review 4 weeks May 19, 2008
Submit ADEIR including technical studies);
starts during NOP circulation 8-9 weeks June 18, 2008
Review of ADE1R by County assumption) 2 weeks July 1, 2008
Prepare Screencheck and Public Review Draft
EIR 3 weeks July 1, 2008
Jul 23, 2008
Draft EIR 45-day circulation period 45 days July 25� 2008
September 8, 2008
Submit Admin Draft Final EIR 4-5 weeks October 20, 2008
Review of Admin Final EIR b County 1.5 weeks October 30, 2008
Submit Final EW 1 week November 7, 2008
28
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�&+�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
PAYMENT PROVISIONS
Invoices for services performed under the AGREEMENT shall be submitted monthly by the tenth day of
the month) and shall include the following:
1. Invoice Coversheet
Denise Duffy & Associates, Inc.
Environmental Impact Report for the Villas de Carmelo
Date:
Invoice No.
Contract Term: June 3, 2008 to December 31, 2008
Contract Amount $ 323,535.00 $281,335.00 base budget plus $42,200.00 project contingency)
Prior Invoices: $
Under this contract)
This Invoice: $
Remaining Balance $
Approved as to Work/Payment.
Elizabeth Gonzales, Associate Planner
Date
All Invoices Are To Be Sent To:
Jaime Martinez, Accounting Technician
County of Monterey Resource Management Agency
Planning Department
168 W. Alisal Street, 2"d Floor, Salinas, CA 93901
Telephone: 831) 755-4829
Fax: 831) 755-4958
29
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�'+�EX IBTT A SCOPE OF SERVICES/PAYMENT PROVISIONS
2. Invoice Detail
Each invoice shall indicate the hours worked by task and by staff member, with the corresponding billing
rates.
3. Transfer from Project Contingency Account
Transfer of funding from the Project Contingency Account total contingency of $42,200.00) requires the
prior written approval of the Director of Planning and the Project Applicant.
A recommendation for such a transfer shall be presented in writing by CONTRACTOR to the Project
Planner, with a duplicate original delivered to the Contract Administrator, at the earliest possible date. The
recommendation shall include:
The dollar amount;
The anticipated date the funded work would begin;
The duration of the work;
The entity CONTRACTOR or subconsultant) to whom the funds would be
transferred/allocated; and
The justification for the expenditure.
Within five working days of receipt of the recommendation, the Project Planner and Contract Administrator
will have contacted CONTRACTOR to discuss its recommendation and will have made a recommendation
to the Director of Planning, or in his absence, the Assistant Director. Within ten working days thereafter,
the Director of Planning or the Assistant Director will approve, deny, or approve a revised version of the
recommendation received from CONTRACTOR, and will send her decision in writing to the Project
Applicant, and CONTRACTOR.
Unless he denies the recommended transfer, the Director or Assistant Director of Planning will ask the
Project Applicant to make a decision within five working days regarding the recommended transfer from
the Project Contingency Account. If necessary, reasonable efforts will be made to reach a compromise.
Upon receipt of the Project Applicant's written approval by the Director of Planning or the Assistant
Director, the funding transfer will be made. At the same time, a letter authorizing the work funded by the
approved transfer will be sent to CONTRACTOR.
30
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40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
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VILLAS-U012
DE-U012
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PLN070497)-U012
IN-U012
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COASTAL-U012
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A-U012
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THROUGH-U012
DECEMBER-U012
31,-U012
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C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
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2-U012
TO-U012
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AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�(+�PNOQICER
Cllent#:"51038.
TI.~rICATEOF LIA
rR R
HRH-' Professional Practice
Insurance Brokers, Inc.
2030"Main' Street, Suite 350
Irvine, CA 92614,7248
INSURED
Denise Duffy& Associate's.
947 Cass Sree
Suite 5>
I
Monterey,, CA 9'39140-452,5
RE 0.URGE1VlANAGEMENT A'GER
DATE(MMIDDIYYYY)
05/27/08,
THISCERTIFICATEEISISSUED AS A MATTER OF INFORMATION
ONLY AND:C'ONFERS?NO`RIGHTS' UPON'THE'CERTIFICATE
HOLDER THIS CERTIFICATE DOES NOT AMEND, EXTEND-OR
ADTER:THEC017ERAGE,`AFFORDED BY THE POLICIES BELOW.
INSURERS AFRORDING,'COVERAGE
INSURER'q, Enjployers'FireInsurance Company' 1
INSURER'S 0neBeaconAmericaInsurance Company
INSURER'C; Continental:kCasualty"Company
NSURER'DG
INSURER
NAIC #
20648
20621
20443
THE POLICIES OF INSURANCE'LISTED BELOW HAVEBEEN ISSUEDITO:THE:INSURED NAMED; ABOVE`FOR'THE-POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY' REQUIREMENT, TERM OR CONDITION'.OFANYCONTRACT;OR.OTHER';D000MENT WITH RESPECTTO 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
TR ADDT
NSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE
DATE MMIDDIYY POLICY EXPIRATION
DATE MM DDIYY LIMITS
A., GENERAL LIABILITY 1U39722 09/01107 09/01/08 EACH OCCURRENCE $1,000,000
X COMMERCIAL GENERAL LIABILITY PREMI ES RENTED
occurrence) s500,000
CLAIMS MADE 7 OCCUR 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 s2,000,000
7
POLICY PRO- JECT LOC
A AUT OMOBILE LIABILITY 1 U'39722 09/01/07 09/01/08 COMBINED SINGLE LIMIT
ANY AUTO Ea accident) $1,000,000
ALL OWNED AUTOS
BODILY INJURY
SCHEDULED AUTOS Per person) $
X HIRED AUTOS BODILY INJURY
X
NON-OWNED. AUTOS Per accident) $
PROPERTY DAMAGE
Per accident) $
GARAGE LIABILITY AUTO ONLY EA ACCIDENT $
ANY AUTO OTHER THAN EA ACC $
AUTO ONLY: AGG $
EXCESS/UMBRELLA LIABILITY EACH OCCURRENCE $
OCCUR 71 CLAIMS MADE AGGREGATE $
DEDUCTIBLE $
RETENTION $ $
B WORKERS COMPENSATION AND 406018826 09/01/07 09/01/08 X WC STA IT OTH-TORY FIR
EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE
E.L. EACH ACCIDENT
$1,000,000
OFFICER/MEMBER EXCLUDED? E.L. DISEASE EA EMPLOYEE $1,000,000
If yes, describe under
SPECIAL PROVISIONS below
E.L. DISEASE POLICY LIMIT
$1,000,000
C OTHER
Professional
Liability
EEA276198480
11/05/07
11/05/08
$1,000,000 Per Claim
$2,000,000 Aggregate
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS
All operations including but not limited to Villas de Carmelo EIR.
Auto liability hired and non owned autos only) and General liability: County of
Monterey, its officers, agents and employees are named as additional insured per endt.
attached.
See Attached Descriptions)
CERTIFICATE HOLDER
Monterey County
Resource Management Agency
168 E. Alisal Street,2nd floor
Salinas, CA 93901
CANCELLATION
Ten Day Notice for Non-Payment of Premium
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING' INSURER WILL Rt R"�( MAIL 3Q_ DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,XJQJ(R91 K
MPJVJS6C711~7P1~Q16R9a4[4CJQR7G06761L1i<X7PRX17aX7C1CCPXta*1QKRK6(tN9tp[8C3f~CRRR35RDC067G~CXX
RISROCQE4(WXY.X
AUTHORIZED REPRESENTATIVE
n Arnpn rnPPn TInN 1988
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�)+�IM RORTAN,'T
If the certifica#e holder is an ADDITIONAL INSURED the poiicy(ies) must' be endorsed, A' statement
on this certificate does not confer rights to the certificate holder: in. lieu of such endorsement(s),
If SUBRP"CATION IS WAIVED, subject to the terms and' conditions of the policy certain policies: may
require an endorsement- A statement on this certificate does not conifer rights to the
certificate
holder in lieu df such endorsement(s),
DISCLAIMER
The Certificate of Insurance on the reverse side of this'form does not constitute a contract between
the issuing insurer(s) authorized representative or producer, and the certificate older, nor does it
affirmatively or negatively amend, extend or alter the coverage afforded by the p.diicies listed thereon.
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�*+�AMS 25.3 2001/08) 3 of 3 #S436589/M435475
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
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THROUGH-U012
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31,-U012
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C.-U012
AUTHORIZE-U012
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PLANNING-U012
TO-U012
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AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
PROFESSIONAL SERVICE AGREEMEN-�++�Architects and Engineers Extender Additional Insured Language*
The"following policy language is from Employers Fire Insurance Company Business Owners Liability Coverage
Form G 1 59 1 1 03 05:
615911 03 05 Amends the Commercial General Liability Coverage Form:
Any person or organization that you agree to add as additional insured under this General Liability.
coverage Part in a written contract or agreement that is made before, and in effect when, the bodily.:
injury" or"property damage" occurs or the offense that causes the personal and advertising injury" is first
committed, but only with respect to that person's or organization's liability arising out of your non-
professional work for that person or organization.
However such person or organization is not an additional insured with respect-to any:
1) Bodily Injury", property damage", or personal and advertising injury" that does not arise out of:
a) Your Negligence: or
b) The negligence of another person or organization for whom you are liable;
2) Bodily injury: property damage" or personal and advertising injury for which such person or organization
has assumed liability in a contract or agreement, except for liability for damages that such person or
organization would have in the absence of the contract or agreement;
3) Property Damage" to:
a) Property owned, used or occupied by or loaned or rented to, such person or organization: or
b) Property over which such person or organization is for any purpose exercising physical control,
4) All Professional liability as an architect or engineer arising out of any construction agreement or activities
under which any insured or anyone acting on any insured's behalf provides or provided service, advise,
expertise or work. Construction includes, but is not limited to, the plan, conception, design, build,
construct, assembly, development, safety, erection formation, reconstruct, repair, or in any improvement
made to real property. Construction also includes the hiring, supervision or management of these
activities.
However, this exclusion does not apply to liability arising out of an insured's presence at a jobsite that
was not caused by professional activities listed in the above paragraph.
The following are added to Section II Who is an insured:
a. Person or organization required by Written Contract
Primary & Non-Contributory: This insurance will be considered primary to, and non-contributory with any other
insurance issued directly to a person or organization added as an additional insured.
Per. Project Aggregate: Section III Limits of Insurance is amended by adding the following: The General Aggregate
Limit under Section III-Limits of Insurance applies separately to each of your projects" or each location listed in the
location information in the common policy declarations.
Separation of Insureds.- Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in
this Coverage Part to the First Named Insured, this insured applies:
a. As if each Named insured were the only Named Insured; and
b. Separately to each insured against whom a claim is made or suit" is brought.
Waiver of Subrogation: Transfer of Rights of Recovery Against Other to Us in Section IV Commercial General Liability
Conditions:
However, we waive the right of recovery and proceeds we may have against any person or organization that is added as
an additional insured under I.1.a
a. Because of payments we make for bodily injury", property damage" or personal and advertising injury" arising
out of your work" in ongoing operations include or included in the products-completed operations hazard" and
b. Performed under a written contract or agreement that is made before, and in effect when, the bodily injury" or
property damage" occurs or the offense that causes the personal and advertising injury" is committed; and
c. You specifically agree in such written contract or agreement to waive those rights of recovery and proceeds for
such person or organization.
Named Insured: DENISE DUFFY & ASSOCIATES Policy No.:
BIB]
40021-U01
PROFESSIONAL-U02
SERVICE-U02
AGREEMENT-U02
A-11225-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82348-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
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$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
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TO-U012
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$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
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COUNTY-U012
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ASSOCIATED-U012
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DE-U012
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PLN070497)-U012
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AGREEMENT-U012
AMENDMENT NO. 2 TO A-11226".(
�Amendment No. 2 to
Funding Agreement with
Carmel Hospital Development, LLC for the
Villas de Carmelo
Environmental Impact Report
This Amendment No. 2 to FUNDING AGREEMENT, hereinafter, Amendment No. 2"), is made and
entered, by and between the County of Monterey, a political subdivision of the State of California
hereinafter, COUNTY"), and Cannel. Hospital Development, LLC hereinafter, PROJECT
APPLICANT").
This Amendment No. 2 further amends the FUNDING AGREEMENT entered into with PROJECT
APPLICANT on July 11, 2008 hereinafter, AGREEMENT"), and amended by the parties on February
24, 2009 hereinafter, Amendment No. 1") as follows:
1. Section 1 of AGREEMENT is amended to include:
1. Deposits to Fund Professional Services Agreement and County Surcharge.
c. PROJECT APPLICANT shall make a. third deposit in the amount equal to
$36,995.00 to the base amount of Amendment No. 2 to the Professional Services Agreement between
COUNTY and CONTRACTOR for additional services related to the completion of the EIR, and in an
amount equal to $6,289.00 to the County. Surcharge based on seventeen percent 17%) of the base
amount of Amendment No. 2). This totals $43,284.00 and includes:
$36,995.00 Increase to Base Amount of Professional Services Agreement; and
$ 6,289.00 Increase to County Surcharge based on 17% of CONTRACTOR'S
budget under Amendment No. 2).
PROJECT APPLICANT shall deposit $43,284.00 with COUNTY upon approval of
Amendment No. 2 by the County of Monterey Board of Supervisors.
PROJECT APPLICANT'S deposit of $43,284.00 with COUNTY shall be a condition
precedent to COUNTY'S obligation under this AGREEMENT.
2. Section 2 of AGREEMENT is amended to read as follows:
2. Fifteen Percent 15%) Project Contingency.
An additional fifteen percent to CONTRACTOR'S budget shall be included in the
Professional Services Agreement between COUNTY and CONTRACTOR to cover contingencies. This
15% Project Contingency is increased by $5.549.00, for a total amount not to exceed $47,749.00, and is
subject to the procedures in Section 3, Transfer fi-ocn Project Contingency Account, specified in Exhibits
A" and A-1 Scope of Services/Paymnent P7-ovisionns, for- the Villas de Carmelo EIR, of the Professional
Services Agreement between COUNTY and CONTRACTOR, included in Exhibits 1" and 1A", and
incorporated herein by reference.
1 of 5
Amendment No. 2 to Funding Agreement
Carmel Hospital Development, LLC
Villas de Cannelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $473,335.00
A-11226
BIB]
40021-U01
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AS75367-U03
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A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
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A-U012
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$5,549-U012
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$47,749,-U012
A-U012
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AMOUNT-U012
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$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
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DDA-U012
COUNTY-U012
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ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
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PLN070497)-U012
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C.-U012
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AMENDMENT NO. 2 TO A-11226".(
�3. Section 3 of AGREEMENT is amended to read as follows:
3. Maximum Budget Under AGREEMENT. The maximum amount which may be charged.
to PROJECT APPLICANT under this AGREEMENT is increased by $48,833.00 for a total amount not to
exceed $473,335.00.
CONTRACTOR'S Budget: $318,330.00
COUNTY Surcharge deposited based on Time and Materials): $ 53,140.00
COUNTY Surcharge deposited based on percentage of
CONTRACTOR'S Budget: $ 54,116.00
Project Contingency: $ 47,749.00
Maximum Charge Under AGREEMENT:
Credit for funds on deposit with COUNTY:
4. Section 5 of AGREEMENT is amended to read as follows:
5. Payment(s) to CONTRACTOR and COUNTY.
a. CONTRACTOR
$473,335.00
$ 33,370.00)
CONTRACTOR'S invoices shall be paid from fluids deposited by PROJECT
APPLICANT, and shall be paid in accordance with the terms of Section 2, Invoice Detail, of Exhibits A"
and A-I" of the Professional Services Agreement with CONTRACTOR, included in Exhibits 1" and
1A" of this AGREEMENT. Should AGREEMENT be terminated prior to December 31, 2009, any
unearned balance of the $318,330.00 deposited by PROJECT APPLICANT to fund the base contract of
CONTRACTOR shall be returned to PROJECT APPLICANT within sixty days of receipt of notice of
termination by COUNTY.
b. County Surcharge
A maximum County surcharge of seventeen percent 17%) of CONTRACTOR'S
base budget in an amount increased by $6,289.00, for a total amount not to exceed $54,116.00, and all
charges assessed on an hourly basis for COUNTY staff time, in an amount not to exceed $53,140.00, shall
apply to this AGREEMENT. This covers the EIR Consultant selection process, COUNTY project
management and contract administration.
A seventeen percent 17%) surcharge shall be assessed to each invoice submitted
by CONTRACTOR and be distributed to the following COUNTY departments:
Public Works Department 5% $15,917.00
Enviromnental Health Department 7% $22,282.00
Water Resources Agency 5% $15,917.00
This portion of the County surcharge shall not exceed $54,116.00.
2 of 5
Amendment No. 2 to Funding Agreement
Cannel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $473,335.00
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82349-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
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AMENDMENT-U07
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AGREEMENT-U012
AMENDMENT NO. 2 TO A-11226".(
�Surcharge based on time and materials charges shall be assessed on an hourly basis
for COUNTY staff time related to THE PROJECT.' A budget for these charges is allocated. to the
following COUNTY departments:
Planning Department $50,000.00
County Counsel $ 3,140.00
This portion of the County surcharge shall not exceed $53,140.00.
Total County surcharge allocated for THE PROJECT is $107,256.00. Any unused
portion of this surcharge is refundable.
c. Project Contingency
An additional fifteen percent 15%) of CONTRACTOR'S base budget, increased by
$5,549.00, for a total amount not to exceed $47,749.00, covers potential contingencies, and transfer of any
Project Contingency funds into the base budget shall require the approval of both COUNTY and
PROJECT APPLICANT, pursuant to Section 3, Transfer firoin Project Contingency Account, of Exhibits
A" and A-1" of the Professional Services Agreement between CONTRACTOR and COUNTY,
included herein as Exhibits 1" and 1A". Within five 5) working days of receipt of a request from
COUNTY, PROJECT APPLICANT shall approve or disapprove the Request for Transfer from Project.
Contingency and, if approved, at the same time submit a check to the COUNTY for the amount requested.
If PROJECT APPLICANT takes more than five 5) working days to respond to a Request
for Transfer from Project Contingency, additional costs may accrue to CONTRACTOR, which may result
in another Request for Transfer from Project: Contingency.
5. Section 8 of AGREEMENT is amended to read as follows:
8. Tenn. AGREEMENT shall become effective June 3, 2008 and continue through
December 31. 2009, unless terminated pursuant to Section 9 of AGREEMENT.
6. First sentence of Section 9 of AGREEMENT is amended to read as follows:
9. Termination. AGREEMENT shall terminate on December 31, 2009, but may be
terminated earlier by PROJECT APPLICANT or COUNTY, by giving thirty 30) days' written notice to
the other.
7. Subject to the foregoing, all other terms and conditions of AGREEMENT, as amended by
Amendment No. 1, shall remain in full force and effect.
8. If there is any conflict or inconsistency between the provisions of AGREEMENT, Amendment
No. 1 or Amendment No. 2, the provisions of Amendment No. 2 shall govern.
3 of 5
Amendment No. 2 to Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning Department
Tenn: June 3, 2008 December 31, 2009
Not to Exceed: $473,335.00
BIB]
40021-U01
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AMENDMENT NO. 2 TO A-11226".(
�IN WITNESS WHEREOF, the parties hereby execute this Amendment No. 2 as follows:
THE COUNTY OF MONTEREY
By:
Mike Novo, AICP
Director of Planning
Date:
PROJECT APPLICANT*
CARMEL HOSPITAL J)E' 9LEOPMENT, LLC
By:
Its:
Signature of Chair, President or Vice President)
Joseph R. Scuderi
Manager
Name and Title)
Date: June 30, 2009
By:
Signature of Secretary, Asst. Secretary, CFO or Assistant
Treasurer) William Holstein
Its:
Manager
Name and Title)
Date: June 30, 2009
Approved as to Form
By
Deputy County Counsel
Date v o Y
*INSTRUCTIONS: IF APPLICANT is a corporation, including limited liability and non-profit corporations, the full legal name of the
corporation shall be set for in the Agreement together with the signatures of two specified officers. If APPLICANT is a partnership, the
name of the partnership shall be set forth in the Agreement together with the signature of a partner who has authority to execute this
Agreement on behalf of the partnership. IF APPLICANT is contracting in an individual capacity, the individual shall set forth the name of
the business, if any, and shall personally sign this Agreement.
4 of 5
Amendment No. 2 to Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $473,335.00
BIB]
40021-U01
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2-U02
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2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
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AGREEMENT-U012
AMENDMENT NO. 2 TO A-11226".(
�EXHIBIT 1A
AMENDMENT NO. 2 TO THE
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
DENISE DUFFY & ASSOCIATES, INC.
AND THE COUNTY OF MONTEREY
FOR THE
VILLAS DE CARMELO
ENVIRONMENTAL IMPACT REPORT
5 of 5
Amendment No. 2 to Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $473,335.00
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
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TO-U02
A-11226-U02
LI21329-U03
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A-U012
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A-11226-U012
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LLC-U012
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IS-U012
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TO-U012
$318,330-U012
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IS-U012
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$6,289-U012
TO-U012
$107,256,-U012
A-U012
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DDA-U012
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ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
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PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
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31,-U012
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C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
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AGREEMENT-U012
AMENDMENT NO. 2 TO A-11226".(
�Amendment No. 2 to
County of Monterey Agreement for Professional Services with
Denise Duffy & AssQciates, Inc. for the
Environmental Impact Report for the Villas de Carmelo
This Amendment No. 2 to County of Monterey Agreement for Professional Services hereinafter,
Amendment No. 2") is made and entered, by and between the County of Monterey, a political
subdivision of the State of California hereinafter, COUNTY"), and Denise Duffy &
Associates, Inc. hereinafter, CONTRACTOR").
This Amendment No. 2 further amends the AGREEMENT FOR PROFESSIONAL SERVICES
entered into with CONTRACTOR on July 11, 2008 hereinafter, AGREEMENT"), and
amended by the parties on February 24;, 2009 hereinafter, Amendment No. 1") as follows:
1. Amend Section 2 of AGREEMENT, Payments by County", to read as follows:
County shall pay the CONTRACTOR in accordance with the payment provisions set
forth in Exhibits A and A-1, subject to the limitations set forth in this AGREEMENT. The total
amount payable by County to CONTRACTOR under this AGREEMENT shall be increased by
$42,544.00, for a total amount not to exceed the sum of $366,079.00.
2. Amend first sentence of Section 3 of AGREEMENT, Term of Agreement", to read as
follows:
The term of this Agreement is from June 3, 2008 to December 31, 2009, unless sooner
terminated pursuant to the terms of this Agreement.
3. Amend Section 4 of AGREEMENT, Additional Provisions/Exhibits", to read as
follows:
The following attached exhibits are incorporated herein by reference and constitute a part
of this Agreement:
Exhibit A Scope of Services/Payment Provisions
Exhibit A-1 Scope of Services/Payment Provisions
4. Except as provided herein, all other terns and conditions of AGREEMENT, as amended
by Amendment No. 1, shall remain in full force and effect.
5. If there is any conflict or inconsistency between the provisions of AGREEMENT,
Amendment No. 1 or Amendment No. 2, the provisions of Amendment No. 2 shall
govern.
Page 1 of 2
Amendment No. 2 to Professional Services Agreement
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planing Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $366,079.00
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82349-U03
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7/27/2009-U04
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$318,330-U012
A-U012
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INCREASE-U012
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$5,549-U012
TO-U012
$47,749,-U012
A-U012
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A-11226-U012
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SURCHARGE-U012
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$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
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EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
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ADDITIONAL-U012
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ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
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THROUGH-U012
DECEMBER-U012
31,-U012
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C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
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AMENDMENT-U012
NO.-U012
2-U012
TO-U012
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AGREEMENT-U012
AMENDMENT NO. 2 TO A-11226".(
�IN WITNESS WHEREOF, the parties hereby execute this Amendment No. 2 as follows:
COUNTY OF MONTEREY CONTRACTOR*
By: Denise Duffy & Associates, Inc.
Director of Planning Contractor's Business Name
Date: By:
Signature of Chair, President or Vice President)
Approved as to Form
Its:
Date:
By:
By: Its:
Name and Title)
Signature of Secretary, Asst. secretary, CFO or
Assistant Treasurer)
Deputy County Counsel Name and Title)
Date: Date:
Approved as to Fiscal Provisions
By:
Date:
Auditor/Controller
Approved as to Indemnity, Insurance Provisions
By:
Date:
Risk Management
*INSTRUCTIONS: IF CONTRACTOR is a corporation, including limited liability and non-profit corporations, the
full legal name of the corporation shall be set forth above together with the signatures of two specified officers. If
CONTRACTOR is a partnership, the name of the partnership shall be set forth above together with the signature of
a partner who has authority to execute this Agreement on behalf of the partnership. IF CONTRACTOR is
contracting in an individual capacity, the individual shall set forth the name of the business, if any, and shall
personally sign the Agreement.
Page 2 of 2
Amendment No. 2 to Professional Services Agreement
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning Department
Tenn: June 3, 2008 December 31, 2009
Not to Exceed: $366,079.00
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82349-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
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SERVICES-U07
AGREEMENT-U07
NO.-U07
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&-U07
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293-P&BI-U08
ROTHARMEL-U09
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TO-U012
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A-11226-U012
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DEVELOPMENT,-U012
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IS-U012
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$36,995-U012
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$318,330-U012
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SURCHARGE-U012
IS-U012
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BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
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EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
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2-U012
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AGREEMENT-U012
AMENDMENT NO. 2 TO A-11226".(
�EXHIBIT A-1- SCOPE OF SERVICES / PAYMENT PROVISIONS
Denise Duffy & Associates, Inc.
Proposal for Planning Services for Villas de Carmelo EIR
Additional Tasks May 13, 2009
DD&A originally submitted a scope of work for planning services in April 2008 with the
original EIR scope of services. The Scope of Services was resubmitted on January 29,
2009. Based on our communications with County staff, we are herby resubmitting this
May 2009 revised scope and budget for consideration and processing.
Additional Tasks Requested by the County. The County has requested planning
assistance for tasks related to the Villas de Carmelo Project. These tasks are outlined
below and are in addition to tasks identified and contracted in the EIR scope of work.
Tasks include staff planning assistance with hearings, including preparation of draft
staff reports and project findings, compiling conditions of approval, and providing
hearing assistance for processing the project.
These tasks include:
1) Project Initiation for Planning Services. DD&A shall initiate this project with a
project meeting to include discussion of schedule, project milestones, and review of staff
planning procedures to facilitate communication between County departments during
the hearing phase of the project. DD&A will coordinate with the County's webmaster
for posting of project-related information. This task assumes one meeting/conference
call with the County and applicant.
Work Product: Draft Schedule
2) Review Staff Reports Templates and Compilation of Applicable Conditions of
Approval for Project. DD&A will review and compile applicable County templates for
staff reports in order to conduct tasks below. This task includes compilation of standard
and project conditions from County Departments. This task assumes one conference
call with the County and calls with each pertinent County Department to discuss project
conditions. It is assumed that the County planner will assist with provision of
conditions from other departments.
Work Product: Draft Standard Conditions
3) Preparation of Public Notices for Public Hearings and CEOA Action. DD&A using
approved templates for County notices, will prepare the hearing notices in draft form
for review and approval for use by the County for public notices for each of the three
hearings proposed. At the direction of the County, DD&A staff will coordinate posting
the site also.
Work Products: Draft and Final Notices for Subdivision Hearing, PC
Hearing, and Hearing at Board of Supervisors
Page 1 of 5
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40021-U01
AMENDMENT-U02
NO.-U02
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TO-U02
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FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82349-U03
C5-U03
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7/27/2009-U04
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13706-U05
2-U06
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AGREEMENT-U07
NO.-U07
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&-U07
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293-P&BI-U08
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INCREASE-U012
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$5,549-U012
TO-U012
$47,749,-U012
A-U012
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EXCEED-U012
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THROUGH-U012
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31,-U012
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B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
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$36,995-U012
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$318,330-U012
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SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
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$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
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EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
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EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
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PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11226".(
�EXHIBIT A-1- SCOPE OF SERVICES / PAYMENT PROVISIONS
4) Preparation of Draft Staff Report for Use by Hearing Bodies.
Staff Reports: DD&A will prepare and submit a draft staff report and, based upon one
set of comments from the County, prepare a final staff report for use by Monterey
County Planning Department to present at one hearing each of the following hearing
bodies: Subdivision Committee, Planning Commission, and Board of Supervisors.
Work Products: Draft and Final Staff Report for one hearing at each of the
following hearing bodies: Subdivision Hearing, PC Hearing, and Hearing at
Board of Supervisors. Assumes one draft and one final staff report work product.
CEQA Findings: In addition, DD&A will prepare and submit a draft set of CEQA
Findings and a draft CEQA Resolution for review and use by the County. DD&A will
revise the findings based upon one set of comments from the County and prepare one
final set of findings for use by Monterey County Planning Department. The findings will
be based upon the analyses provided in the Final EIR pursuant to requirements of
CEQA.
Work Products: Findings. Assumes one draft and one final work product.
Project Findings: DD&A will prepare one set of recommended Findings and Evidence
for Consideration of Approval of the Project for consideration by the hearing bodies.
Work Products: Findings. Assumes one draft and one final work product.
Conditions of Approval: DD&A will coordinate, compile, and edit a set of project
conditions provided by County Departments and other agencies and work with the
Planning and Building Department to convert EIR mitigation measures into project
conditions of approval. For this task, DD&A assumes that the Planning Department
shall forward conditions from County Departments to DD&A.
Work Products: Conditions. Assumes one draft and one final work product.
5) Meetings and Hearings. In addition to the meetings identified in the EIR scope of
work under a separate contract process, DD&A will attend, present, and provide
meeting materials for the following hearings and County conferences/meetings: one for
project conditions; one for findings; and one each prior to the hearing at the Subdivision
Committee, Planning Commission, and Board of Supervisors. This scope of work
assumes six meetings or conference calls relative to preparation of the tasks identified
above. In addition, this scope includes attendance at an additional hearing. The scope
of work for the EIR includes one Planning Commission Meeting and one Board of
Supervisors hearing attendance; this scope includes an additional hearing attendance at
the Subdivision committee level.) Additional meetings or hearing attendance will be
Page 2 of 5
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40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82349-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11226".(
�EXHIBIT A-1- SCOPE. OF SERVICES / PAYMENT PROVISIONS
billed at a time and materials basis against the contingency for the project. See the EWR
scope of works 2)
6) Materials. DD&A will prepare a Powerpoint presentation in the typical format for
hearings at the initiation of the County hearing process. This presentation will be
reviewed and approved by the County planning staff and used for the three hearing
bodies.
Additional Tasks Requested by the County. To complement tasks outlined in the
scope of work, additional assistance and project management support may be required
in order to maintain an acceptable project processing schedule. DD&A will be available
for additional services and meetings on a time-and-materials basis and upon request. 3
Task Description Task Total
Rate 1)
1) Project Initiation $970
2) Staff Reports, Condition Correspondence & Public
Notices
$1,780
3) Draft Findings/ Condition Lan ua a $9,870
4) Prepare Final Project Staff Reports and CEQA
Resolutions
$16,550
5) Coordination, Conference Calls and Meetings. Additional
Hearing
$5,210
6) Preparation of Presentations and Materials $2,365
Expenses phone, fax, reproduction, mileage, courier) $250
Total cost labor & expenses) $ 36, 995
See EIR scope of Work, 2008.
2 Task for Meetings
The EIR contract scope and cost estimate includes attendance at one kickoff meeting; one public scoping
meeting; one progress meeting during Administrative Draft EIR preparation; and two meetings to address
County staff comments on the Administrative Draft EIR". These meetings have been completed. No further
meetings for the EIR remain in the EIR contract. The scope of work for the EIR includes two hearings: one
Planning Commission and one Board of Supervisors. The scope further states that DD&A will be
available for additional meetings on a time-and-materials basis." Meetings and hearing time identified
herein are in addition to the EIR contract as noted above and include time for preparation of presentation
materials.
Assumptions for this contract: Additional work products beyond those identified will be billed under
additional services at DD&A billing rates. The work products identified presentation, staff report findings
and conditions) will be reviewed and approved by the County planning staff and used for the three hearing
bodies. Once accepted by the County, this contract assumes that these will not require substantial changes.
Additional responses to comments or response to correspondence received after the close of the public
review period on the EIR is not included in the above tasks and would be considered upon request as an
additional service.
Page 3 of 5
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40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82349-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11226".(
�EXHIBIT A-1- SCOPE OF SERVICES/PAYMENT PROVISIONS
PAYMENT PROVISIONS
Invoices for services performed under the AGREEMENT shall be submitted monthly by the tenth day of the
month) and shall include the following:
1. Invoice Coversheet
Denise Duffy & Associates, Inc.
Environmental Impact Reportfor the Villas de Carmelo
Date:
Invoice No.
Agreement Term: June 3, 2008 to December 31, 2009
Agreement Amount: $ 323,535.00 $281,335.00 base budget plus $42,200.00 project contingency)
Amendment No. 1: Extension of Term Only to August 31, 2009
Amendment No. 2: $42, 544.00 $36,995. 00 base budget plus S5,549. 00project contingency)
Total Agreement
Amount.-
S366,079.00 $318,330.00 base budget plus $47, 749.00 project contingency)
Prior Invoices: $
Under this Agreement)
This Invoice: $
Remaining Balance $
Approved as to Work/Payment:
Elizabeth Gonzales, Associate Planner
Date
All Invoices Are To Be Sent To:
Jaime Martinez, Accounting Technician
County of Monterey Resource Management Agency Planning Department
168 W. Alisal Street, 2nd Floor, Salinas, CA 93901
Telephone: 831) 755-4829
Page 4 of 5
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82349-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 2 TO A-11226".(
�EXHIBIT A-1- SCOPE OF SERVICES/PAYMENT PROVISIONS
2. Invoice Detail
Each invoice shall indicate the hours worked by task and by staff member, with the corresponding billing
rates.
3. Transfer from Project Contingency Account
Transfer of funding from the Project Contingency Account increase total contingency by $5,549.00 for a total
not to exceed $47,749.00) requires the prior written approval of the Director of Planning and the Project
Applicant.
A recommendation for such a transfer shall be presented in writing by CONTRACTOR to the Project Planner,
with a duplicate original delivered to the Contract Administrator, at the earliest possible date. The
recommendation shall include:
The dollar amount;
The anticipated date the funded work would begin;
The duration of the work;
The entity CONTRACTOR or subconsultant) to whom the funds would be
transferred/allocated; and
The justification for the expenditure.
Within five working days of receipt of the recommendation, the Project Planner and Contract Administrator
will have contacted CONTRACTOR to discuss its recommendation and will have made a recommendation to
the Director of Planning, or in his absence, the Assistant Director. Within ten working days thereafter, the
Director of Planning or the Assistant Director will approve, deny, or approve a revised version of the
recommendation received from CONTRACTOR, and will send her decision in writing to the Project
Applicant, and CONTRACTOR.
Unless he denies the recommended transfer, the Director or Assistant Director of Planning will ask the Project
Applicant to make a decision within five working days regarding the recommended transfer from the Project
Contingency Account. If necessary, reasonable efforts will be made to reach a compromise.
Upon receipt of the Project Applicant's written approval by the Director of Planning or the Assistant Director,
the funding transfer will be made. At the same time, a letter authorizing the work funded by the approved
transfer will be sent to CONTRACTOR.
Page 5 of 5
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40021-U01
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82349-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 1 TO A-11226".5�Amendment No. X to
Fending Agreement with
Carmel Hospital Development, LLC for the
V'illas de Carmelo
Environmental Impact Report
This Amendment No. I to FUNDING AGREEMENT, hereinafter, Amendment No. I"), is
made and entered, by and between the County of Monterey, a political subdivision of the State of
California hereinafter, COUNTY"), and Carmel Hospital Development, LLC hereinafter,
PROJECT APPLICANT-).
This Amendment No. 1 amends the FUNDING AGREEMENT entered into with PROJECT
APPLICANT on July 11, 2008 l eiunafter, AGREEMENTS as follows:
1. Section S of AGREEMENT is amended to read as follows:
8. Term. AGREEMENT shall become effective June 3, 2008 and continue through
August 31, 2009, unless terminated pursuant to Paragraph 9 of AGREEMENT.
2. First sentence of Section 9 of AGREEMENT is amended to read as follows:
9. Termination. AGREEMENT shall terminate on August 31, 2009, but may be
terminated earlier by PROJECT APPLICANT or COUNTY, by giving thirty 30) days' written
nlice to the other.
3. Subject to the foregoing, all other terms and conditions of AGREEMENT shall remain in
full force and effect.
4. If'there is any conflict or inconsistency between the provisions of AGREEMENT or
Amendment No. 1, the provisions of Amendment No.1 shall govern.
1 of 2 An dment No. I to Finding Agreement
Cannel Hospital Development, LLC
Villas de Carmelo SIR
RIM-Planning Department
Term: lime 3, 2008 August 31, 2009
Not to Exceed: $424,502.00
A-11226
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
1-U02
TO-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82350-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
AMENDMENT NO. 1 TO A-11226".5�IN WITNESS WIEEREOF, the parties hereby execute this Amendment No.1 as follows:
THE COUNTY OF MONTEREY
By:
Mike Novo, AICP
Director of Planning
Date: 4 1--(/ y I
PROJECT APPLICANT*
Signature of Chair, President or vice President)
Its: vs icy Z Tc- v o rvc 7
Name and Tide)
Date: 12 e-23 05
By:
Sig%v11 c of Secretary, Asst. Secretary, CFO orAmistant
Treasurer)
Its:
n
E 7(OGS
Name and Tide)
Date: 2--?-q-05
1\
*INSIRUCIIONS: IF APPLICANT Is a won, including limited liability and non-profit corporation, the full legal name
of the corporation shall be at for in the Agreement together with the siguMum of two specified officers. If APPLICANT is a
partnership, the now of the partnership shall be set forth in the Agreement together with the signature of a partner who has
authority to execute This Agreement on behalf of the partnership. IF APPLICANT Is contracting in an individual capacity, the
individual shall set forth &a name of the business, if any, and shall personally sign this Agreement
2 of 2 Amendment No. I to Funding Agreement
Cannel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning Department
Term: Juae 3, 2008 August 31, 2009
Not to Exceed: $424,502.00
BIB]
40021-U01
AMENDMENT-U02
NO.-U02
1-U02
TO-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82350-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�0
FUNDING AGREEMENT
FOR THE
VILLAS DE CARMELO
ENVIRONMENTAL IMPACT REPORT
THIS FUNDING AGREEMENT, hereinafter AGREEMENT", is made and entered by and
between the County of Monterey, a political subdivision of the State of California, hereinafter,
COUNTY", and Carmel Hospital Development, LLC, hereinafter, PROJECT APPLICANT",
with reference to the following facts and circumstances:
RECITALS
A. PROJECT APPLICANT has applied to COUNTY for approval of a Combined
Development Permit to include a Local Coastal Plan Amendment to change land use designation
and rezoning in the Coastal Zone; Coastal Development Permit and Standard Subdivision;
Coastal Administrative Permit; Coastal Development Permits; and Design Approval for the
Villas de Carmelo Project, referred to herein as THE PROJECT. THE PROJECT will require a
change to the land use designation from medium to high density to convert an existing
convalescent hospital and construct buildings on the property to develop forty-six 46)
condominium units located between Highway One and Valley Way in Carmel. THE PROJECT
seeks all necessary COUNTY permits, approvals, and environmental review.
B. Due to the magnitude and complexity of THE PROJECT, the Director of the
Monterey County Planning Department, hereinafter, DIRECTOR", and PROJECT
APPLICANT have agreed that it is necessary and desirable that COUNTY engage Denise Duffy
& Associates, Inc., hereinafter, CONTRACTOR", to prepare an Environmental Impact Report
EIR), attend public hearings and meetings on THE PROJECT, and perform related work.
CONTRACTOR shall perform the Scope of Work specified in the Professional Services
Agreement between COUNTY and CONTRACTOR, attached to this AGREEMENT as Exhibit
1", and incorporated herein by reference as if fully set forth. COUNTY shall manage THE
PROJECT work performed by CONTRACTOR.
C. COUNTY and PROJECT APPLICANT hereby agree that COUNTY shall engage
CONTRACTOR to provide the services set forth in Exhibit 1" of this AGREEMENT.
D. A fundamental premise of this AGREEMENT is that nothing is to be construed as
a representation, promise, or commitment on the part of COUNTY to give special treatment to,
or exercise its discretion favorably for THE PROJECT, in exchange for PROJECT
APPLICANT'S obligation to cover COUNTY'S cost of retaining CONTRACTOR and
providing COUNTY staff to work on the EIR
1
Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo Elk
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $424,502.00
A-11226
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�COUNTY and PROJECT APPLICANT make this AGREEMENT with full
wiled a ofthe reauirements of state andlocal`law, mcludin~;'but not`limiteii to the''Californ a
Environmental Quality Act of 1970 Public Resources Code Section 21000, et seq., hereafter
CEQA'') and,the`State CEQA Guidelines 14 California Code of Regulations Section 15000 et
seq., hereafter Guidelines") and the Monterey County Code.
F. COUNTY and PROJECT APPLICANT acknowledge that a balance of.$33,370
has been. deposited by PROJECT APPLICANT and remains on deposit with COUNTY.
NOW, THEREFORE, IN CONSIDERATION OF THE MUTUAL PROMISES
CONTAINEWIN TEES AGREEMENT, PROJECT APPLICANT AND COUNTY AGREE
AS FOLLOWS:'
1. Deposits to Fund Professional Services Agreement and Couniy Surcharge.
PROJECT APPLICANT shall deposit an amount equal to the CONTRACTOR' S budget,
COUNTY Surcharge based on time and materials) allocated to the Office of the County Counsel
and Planning Department, and COUNTY Surcharge allocated to the Environmental Health
Department, Public Works Department and Water Resources Agency based on seventeen
percent 17%) of CONTRACTOR'S budget). This totals $382,302.00. and includes:
$281,335.00 CONTRACTOR'S budget;
$ 3,140.00 Office of the County Counsel;
$ 50,000.00 Planning Department;
$ 19,69300 Environmental Health Department;
$ 14,067.00 Public Works Department; and
$14,067.00 Water Resources Agency;
a. PROJECT APPLICANT shall make a first deposit in the amount equal to
$170,375.00 of the base amount of the Professional Services Agreement between COUNTY and
CONTRACTOR for preparation of the EIR and in the amount equal to $28,140.00 of the County
Surcharge based on time and materials for the Office of the County Counsel and the Planning
Department), and in the amount equal to $28,964.00 of the County Surcharge based on
seventeen percent 17%) of CONTRACTOR'S budget). This totals $227,479.00 and includes:
$170,375.00 Base Amount of Professional Services Agreement;
$28,140.00 County Surcharge based on time and materials); and
$28,964.00 County Surcharge based on 17% of CONTRACTOR'S
budget).
2
Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $424,502.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�PROJECT APPLICANT anti COTJN T i' undestan'd and agree tli'at PRO'JE'CT
APPLICANT has a balance of $33,370.00 on deposit with COUNTY.
PROJECT APPLICANT and COUNTY understand and agree that PROJECT
APPLICANT is entitled to and shallreceive credit for the balance of $33,370.00 and that the
amount of $33,370.00 shall be credited to PROJECT APPLICANT'S initial deposit.
PROJECT APPLICANT shall deposit an additional amount of $194,109.00, for a
total initial deposit amount of $227,479.00, with COUNTY Planning Department on June 3,
2008.
PROJECT APPLICANT'S deposit of $227,479.00 with COUNTY shall be.a
condition precedent to COUNTY'S obligation under this AGREEMENT.
b. PROJECT APPLICANT shall make a second deposit in the amount equal
to $110,960.00 of the remaining"base amount of the Professional Services Agreement between
COUNTY and CONTRACTOR for completion of the EIR, and in an amount equal to $25,000 of
the County Surcharge based on time and materials for the Planning Department), and in the
amount equal to $18,863.00 of the County Surcharge based on seventeen percent 17%) of the
remaining CONTRACTOR'S budget). This totals $129,823.00 and includes:
$110,960.00 Base Amount of Professional Services Agreement;
$ 25,000.00 County Surcharge based on time and materials); and
$ 18,863.00 County Surcharge based on 17% of CONTRACTOR'S
budget).
PROJECT APPLICANT shall deposit $154,823.00 with COUNTY Planning
Department on September 1, 2008.
PROJECT APPLICANT'S deposit of $154,823.00 with COUNTY shall be a
condition precedent to COUNTY'S obligation under-this AGREEMENT.
2.
Fifteen Percent 15%) Project Contingency.
An additional fifteen percent to CONTRACTOR'S budget shall be included in the
Professional Services Agreement between COUNTY and CONTRACTOR to cover
contingencies. This 15% Project Contingency totals $42,200.00, and is subject to the procedures
in Section 3, Transfer from Project Contingency Account, specified in Exhibit A", Scope of
Services/Payment Provisions, for the Villas De Carmelo EIR, of the Professional Services
Agreement between COUNTY and CONTRACTOR, included in Exhibit 1", and incorporated
herein by reference.
Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $424,502.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�3. Maximum Budget Under AGREEMENT. The maximum amount which may be
charged`to PROJECT APPLICANT'under this AGREEMENT is $424,502:00:
CONTRACTOR'S Budget: $ 281,335.00
COUNTY Surcharge deposited based on time and materials): $ 53,140.00
COUNTY Surcharge deposited based on
CONTRACTOR'S budget percentage): $ 47,827.00
Project Contingency: $ 42,200.00
Maximum Charge Under AGREEMENT: $ 424,502.00
Credit for finds on deposit with COUI' TY: $ 33,370.00)
4. Engagement of CONTRACTOR. COUNTY shall engage CONTRACTOR in
accordance with the contract between COUNTY and CONTRACTOR dated June 3, 2009,
attached hereto and incorporated by this reference as Exhibit 1". CONTRACTOR shall be
responsible only to COUNTY, and nothing in this AGREEMENT imposes any obligation on
COUNTY or CONTRACTOR to PROJECT APPLICANT other than to devote the time and
attention to preparing an EIR for THE PROJECT and related work. COUNTY shall provide
direction and guidance to CONTRACTOR. CONTRACTOR'S contact(s) with PROJECT
APPLICANT shall only be through COUNTY; and PROJECT APPLICANT, its agents,
employees consultants, representatives or partners shall not contact CONTRACTOR directly in
any manner unless at a-public hearing, meeting, or workshop.
5. Payment(s) to CONTRACTOR and COUNTY.
a. CONTRACTOR
CONTRACTOR'S invoices shall be paid from funds deposited by
PROJECT APPLICANT, and shall be paid in accordance with the terms of Section 2, Invoice
Detail, of Exhibit A" of the Professional Services Agreement with CONTRACTOR, included in
Exhibit 1" of this AGREEMENT. Should AGREEMENT be terminated prior to December 31,
2008, any unearned balance of the $281,335.00 deposited by PROJECT APPLICANT to fund
the base contract of CONTRACTOR shall be returned to PROJECT. APPLICANT within sixty
days of receipt of notice of termination by COUNTY.
b. County Surcharge
A maximum County surcharge of seventeen percent 17%) of CONTRACTOR'S
base budget, in an amount not to exceed $47,827.00 and all charges assessed on an hourly basis
for COUNTY staff time, in an amount not to exceed $53,140.00, shall apply to this
AGREEMENT. This covers the EIR Consultant selection process, COUNTY project
management and contract administration.
4
Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $424,502.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�A seventeen percent 17%) surcharge shall be assessed to each invoice submitted
Vy L. JJ N A X%,. i1.1 L/A uuU uc U1NU1UUt.GLL W 111 + 1V11V VV.U L5 L 1 1 uvy, vliw.
Public Works Department 5%
Environmental Health Department 7%
Water Resources Agency 5%
$14,067:00
$19,693.00
$14,067.00
This portion of the County surcharge shall not exceed $47,827.00.
Surcharge based on time and materials charges shall be assessed on an hourly
basis for COUNTY staff time related to THE PROJECT. A budget for these charges is allocated
to the following COUNTY departments:
Planning Department $50,000.00
County Counsel $ 3,140.00
This portion of the County surcharge shall not exceed $53,140.00.
Total County surcharge allocated for THE PROJECT is $100,967.00. Any
unused portion of this surcharge is refundable.
c. Project Contingence
An additional fifteen percent 15%) of CONTRACTOR'S base budget, in an
amount not to exceed $42,200.00, covers potential contingencies, and transfer of any Project
Contingency funds into the base budget shall require the approval of both COUNTY and
PROJECT APPLICANT, pursuant to Section 3, Transfer from Project Contingency Account, of
Exhibit A" of the Professional Services Agreement between CONTRACTOR and COUNTY,
included herein as Exhibit l". Within five 5) working days of receipt of a request from
COUNTY, PROJECT APPLICANT shall approve or disapprove the Request for Transfer from
Project Contingency and, if approved, at the same time submit a check to the COUNTY for the
amount requested.
If PROJECT APPLICANT takes more than five 5)- working days to respond to a
Request for Transfer from Project Contingency, additional costs may accrue to CONTRACTOR,
which may result in another Request for Transfer from Project Contingency.
6. Relationship to Other Charges. PROJECT APPLICANT and COUNTY agree
that the expenditures associated with this AGREEMENT are in addition to the standard
development application fees and hourly fees charged for condition compliance of THE
PROJECT as an extraordinary development permit.
5
Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $424,502.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�7. No Promise or Representation. PROJECT APPLICANT and COUNTY agree
that nothing in AGREEMENT is to be construed as a representation, promise, or commitment on
the part of COUNTY to give special treatment to, or. exercise its discretion favorably for THE,::;.
PROJECT, it being understood that PROJECT APPLICANT'S funding obligation under
AGREEMENT is undertaken without regard to COUNTY'S actions regarding THE PROJECT:
8. Term. AGREEMENT shall become effective June 3, 2008 and continue through
December 31, 2008, unless terminated pursuant to Paragraph 9 of AGREEMENT.
9. Termination. AGREEMENT shall terminate on December 31,.2008, but maybe
terminated earlier by PROJECT APPLICANT or COUNTY, by.giving thirty 30) days' written
notice to the other. Upon such termination, PROJECT A.PPLICANT'shall immediately pay any
outstanding invoices, as well as pay for any work performed by CONTRACTOR and COUNTY
Staff through effective date of termination. The County surcharge of seventeen percent 17%)_
shall apply on outstanding invoices.
10. Entire Agreement. AGREEMENT and its attachments constitute the entire
agreement between the PROJECT APPLICANT and COUNTY respecting the matters set forth
herein COUNTY and PROJECT APPLICANT each represent that neither has relied on any
promise, inducement, representation, or other statement made in connection with AGREEMENT
that is not expressly contained herein.
11. Negotiated Agreement. It is agreed and understood by PROJECT APPLICANT
and COUNTY that AGREEMENT has been arrived at through negotiations and that neither is
deemed the party which prepared AGREEMENT within the meaning of Civil Code Section
1654.
12. Assignment. Neither COUNTY nor PROJECT APPLICANT shall have the right
to assign its respective rights and obligations hereunder without the written consent of the other
party. This AGREEMENT shall be binding upon and inure to the benefit of the parties hereto
and their respective heirs, personal representatives, successors and assigns.
13. Amendment. This AGREEMENT may be amended, modified or supplemented
only in writing by both COUNTY and PROJECT APPLICANT.
14. Contracting Officer. The contracting officer of COUNTY, and the only entity
authorized by law to make or amend AGREEMENT on behalf of COUNTY, is the Monterey
County Board of Supervisors.
15. Waiver. The failure of a party hereto at any time or times to require performance
of any provision hereof shall in no manner affect its right at a later time to enforce the same. No
waiver by a party of any condition or of any breach of any term contained in this AGREEMENT
shall be effective unless in writing, and. no waiver in any one or more instances shall be deemed
to be a further or continuing waiver of any such condition or breach in any other instance or a
waiver of any other condition or breach of any other term.
6
Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $424,502.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�Governing Law AGREEMENT shall be construed, mterpxeted and ap_phed
accordance with the'laws of.th State of California app'cable tocommerci cont:ract entere
into andto be performed wlolly.: in California.
n
strued
17. Construction. The language in all parts of AGREEMENT shall be co
AGREEMENT and that the-normal rule of construction to the effect that:any:ambiguities are',to
be resdived against the drafting party shall not be employed in the interpretation of
AGREEMENT.
1:8. Conflict with Professional Services Agreement between CONTRACTOR and
COUNTY. In the event of a conflict between the provisions' of AGREEMENT and the
Professional Services Agreement between COUNTY and CONTRACTOR,; the provisions of
AGREEMENT shall govern:
1.9. Relationship of Parties. The parties agree that this AGREEMENT establishes
only a fun ding arrangement between the parties, and that the parties are not joint venturers or
partners.
20. Indemnification. PROJECT APPLICANT agrees to defend, indemnify and hold
COUNTY harmless in any action brought by any third party in which the authority of the
COUNTY to enter into AGREEMENT or the validity of AGREEMENT is challenged.
all cases, according to its fair meaning. The parties acknowledge, that each-party has reviewed
21. Notices. Notice to the parties in connection with AGREEMENT shall be given
personally or by regular mail addressed as follows:
TO COUNTY: Mike Novo, AICP
Director of Planning
County of Monterey Resource Management Agency
Planning Department
168 W. Alisal Street, 2 Floor
Salinas, CA 93901
TO PROJECT Carmel Hospital Development, LLC
APPLICANT: c/a Curtis Leidig, Director Development, West
P.O. Box 4485
Leesburg, VA 20177
TO PROJECT Derinda L. Messenger
APPLICANT'S Derinda L. Messenger & Associates
ATTORNEY: P. O. Box 1907
Salinas, CA 93902
Notice shall be deemed effective at the time of personal delivery or seventy-two 72) hours after
mailing by certified mail, return receipt requested-
7
Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Plannin
Term: June 3, 2008 December 31, 2008,
Not to Exceed: $424,502.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�0
IN WITNESS WHEREOF, PROJECT APPLICANT and COUNTY have executed
AGREEMENT to be effective on the date first above written.
TEE COUNTY OF MONTEREY
Mike Novo, AK?
Director of
Dates O
PROJECT APPLICANT
goatme of Cima, Pic nt or Vice President)
/ Nam and Title)
Date: 7 Z 0,9
By:
Signatiae of Secretary, Asst Secretary, CFO or
A
Name and Title)
Approved as to Form:
Date:
8
Bm&ing AVemunt
CarmelHoVital.Developme L LC
Villas de Carmelo EIEL
RMA-Plaaaiag
Tetra: Fungi 3,2008 December 31, 2008
Notto Excec& $424,502.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8 5�IN WITNESS WHEREOF, PROJECT APPLICANT and COUNTY have executed
AGREEMENT to be effective on the date first above written.
THE COUNTY OF MONTEREY
BY
41,r7~ w-
Mike Novo, AICP
Director of Planning
Date:
PROJECT APPLICANT
By.
Signature
P
re of Chair,
Name and Title)
Apprgved s to Fpfi: County 6w=l
Br.
Date:
8
Date:
Its:
Date:
resident or Vice President)
Funding Agreement
Carmel Hospital Development LLC
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $424,502.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8
5�IBIT 1
FESSIONAL SERVICES AG
DENISE DUFFY & ASSOCIA'T'ES., INC.
AND T COUNTY OF MONTEREY
FOR THE
VILLAS DE CAR HLO
ENVIRON NTAL IMPACT REPORT
BETWEEN
9
Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $424,502.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8
5�r,c C q. c xu. aniT- o Y,�D" S u fR a_.+'> x:.aa,+~.-... i151 +sfN J6t +X~. 3 aKa~o TT�r-'n}r-^. k"SMt. t5h roVg�e
COUNTY OF MONTEREY AGREEMENT FOR PROFESSIONAL SERVICES
MORE THAN S100,000)*
This Professional Services Agreement Agreement") is made by and between the County of Monterey, a
political subdivision of the State of California hereinafter County") and Denise Duff & Associates, Inc
hereinafter CONTRACTOR').
In consideration of the mutual covenants and conditions set forth in this Agreement, the parties agree as
follows:
1. SERVICES TO BE PROVIDED. The County hereby engages CONTRACTOR to perform, and
CONTRACTOR hereby agrees to perform, the services described in Exhibit A in conformity with the terms of
this Agreement. The services are generally described as follows: Provide an Environmental Impact Report for
the Villas de Carmelo.
2. PAYMENTS BY COUNTY. County shall pay the CONTRACTOR in accordance with the payment
provisions set forth in Exhibit A, subject to the limitations set forth in this Agreement The total amount payable
by County to CONTRACTOR under this Agreement shall not exceed the sum of $ 323,535.00.
3. TERM OF AG NT. The term of this Agreement is from June 3. 2008 to December 31, 2008,
unless sooner terminated pursuant to the-terms of this Agreement. This Agreement is of no force or effect until
signed by both CONTRACTOR and County and with County signing last, and CONTRACTOR may not
commence work before County signs this Agreement
4._ ADDITIONAL PROVISIONS/ERHIBITS. The following attached exhibits are incorporated herein by
reference and constitute. apart of this Agreement:
Exhibit A Scope of ServicesZlaayment Provisions.
5. PERFORMANCE STANDARDS.
5.01. CONTRACTOR warrants that CONTRACTOR and CONTRACTORS agents, employees, and
subcontractors performing services under this Agreement are specially trained, experienced, competent, and
appropriately licensed to perform the work and deliver the services required under this Agreement and are not
employees of the County, or immediate family of an employee of the County.
5.02. CONTRACTOR, its agents, employees, and subcontractors shall perform all work in a safe and skillfud
manner and in compliance with all applicable laws and regulations. All work performed under this Agreement that
is required by law to be performed or supervised by licensed personnel shall beperformed in accordance with such
licensing requirements.
5.03. CONTRACTOR shall furnish, at its own expense, all materials, equipment, and-personnel necessaryto
carry out the terms of this Agreement, except as otherwise specified in this Agreement CONTRACTOR shall not
use County premises, property including equipment, instruments, or supplies) or personnel for any purpose other
than in the performance of its obligations under this Agreement
*Approved by County Board of Supervisors an
RnvisadF3AFmmMmTharS100,000 1 of 8 Project M: Denise Duffy &Associates, inc.
Villas do Carmelo EIR
RMA-Planning
Term: June 3, 2008 December 31, 2008
Notto Exceed: $323,535.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8
5�6. PAYMENT CONDITIONS.
6.01. CONTRACTOR shall submit to the Contract Administrator an invoice on a form acceptable to County.
If not otherwise specified, the CONTRACTOR may submit such invoice periodically or at the completion of
services, but in any event, not later than 30 days after completion of services. The invoice shall set forth the
amounts claimed by CONTRACTOR for the previous period, together with an itemized basis for the amounts
claimed, and such other information pertinent to the invoice as the County may require. The Contract
Administrator or his or her designee shall certify the invoice, either in the requested amount or in such other
amount as the County approves in conformity with this Agreement, and shall promptly submit such invoice to the
County Auditor-Controller for payment. The County Auditor-Controller shall pay the amount certified within 30
days of receiving the certified invoice.
6.02. CONTRACTOR shall not receive reimbursement for travel expenses unless set forth in this
Agreement.
7. TERMINATION.
7.01. During the term of this Agreement, the County may terminate the Agreement for any reason by giving
written notice of termination to the CONTRACTOR at least thirty 30) days prior to the effective date of
termination. Such notice shall set forth the effective date of termination. In the event of such termination, the
amount payable under this Agreement shall be reduced in proportion to the services provided prior to the date of
termination.
7.02. The County may cancel and terminate this Agreement for good cause effective immediately upon
written notice to CONTRACTOR. Good cause' includes the failure of CONTRACTOR to perform the required
services at the time and in the manner provided under this Agreement. If County terminates this Agreement for
good cause, the County may be relieved of the payment of any consideration to CONTRACTOR, and the County
may proceed with the work in any manner, which County deems proper. The cost to the County shall be deducted
from any sum due the CONTRACTOR under this Agreement
D TVT", T'! t TE' A TTr 7'.T r'Wh I A l 1 L1TZ
iamg eamage
BAS Agreement-, Ami
be willful a, not of the Count CON1TR A CTOD $ peffemeseel'-
7 empleyees,
See Page 2A of 8 of the Professional ServicesAgreement P,SA), Insert to Section 8 of the PSA.
9. INSURANCE.
9.01 Evidence of Coverage: Prior to commencement of this Agreement, the Contractor shall provide a
Certificate of Insurance' certifying that coverage as required herein has been obtained. Individual endorsements
executed by the insurance carrier shall accompany the certificate. In addition a certified copy of the policy or
policies shall be provided by the Contractor upon request.
Revised PSA Form More Than $100,000 2 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Plarming
Term: June 3, 2008 December 31, 2008
Not to Exceed. $323,535.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8
5�ALTERNATIVE BIFURCATED INDEMNIFICATION LANGUAGE
TO PROVISION 8 OF
TEE COUNTY'S STANDARD PROFESSIONAL SERVICES AGREEMENT FORM
8. INDEMNIFICATION
Indemnification for Professional Liability
For liability arising from professional and technical services provided under this agreement,
CONTRACTOR shall indemnify, defend and hold harmless County, its governing board, directors,
officers and employees from any loss, injury, damage, expense and liability to the extent arising out of the
negligence of CONTRACTOR, its employees, sub-consultants or agents.
General Indemnification Provision
For any liability, other than. arising out of professional and technical services, CONTRACTOR shall
indemnify, defend and hold harmless, County, its governing board, directors, officers, and employees
from any loss, injury, damage, expense and liability resulting from injury to or death of any person and
loss of or damage to property, or claim of such injury, death, loss or damage caused by an act or omission
in the performance under this Agreement by CONTRACTOR, its employees, sub-consultants or agents,
excepting only loss, injury or damage caused by the sole negligence or willful misconduct of the County.
By:
Date:
By:
Date:
Signatvr'e of Secretary, Asst. Secretary,
orAsst. Treasurer)
7 hI
Page 2A of 8
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
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$5,549-U012
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FUNDING AGREEMENT A-11226".85�This verification of coverage shall be sent to the County's Contracts/Purchasing Department, unless otherwise
directed. The Contractor shall not receive a Notice to Proceed" with the work under this Agreement until it has
obtained all insurance required and such, insurance has been approved by the County. This approval of insurance
shall neither relieve nor decrease the liability of the Contractor,
9.02 qualifying Insurers: All coverages, except surety, shall be issued by companies which hold a current
policy holders alphabetic and financial size category rating of not less than A VII, according to the current Bests
Key Rating Guide or a company of equal financial stability that is approved by the County s Purchasing Manager.
9.03 Insurance Coverage Requirements: Without limiting CONTRACTORS duty to indemnify,
CONTRACTOR shall maintain in effect throughout the term of this Agreement a policy or policies of insurance
with the following minimum limits of liability:
Commercial general liability insurance, including but not limited to premises and operations, including coverage
for Bodily Injury and Property Damage, Personal Injury, Contractual Liability, Broadform Property Damage,
Independent Contractors, Products and Completed Operations, with a combined single limit for Bodily Injury and
Property Damage- of not less than $1,000,000 per occurrence.
Exemption/Modification Justification attached; subject to approval).
Business automobile liability insurance, covering all motor vehicles, including owned, leased, non-owned., and
hired vehicles, used in providing services under this Agreement, with a combined single limit for Bodily Injury
and Property Damage of not less than $1,000,000 per occurrence.
0 Exemption/Modification Justification attached; subject to approval).
Wormers' Compensation Insurance, if CONTRACTOR employs others in the performance of this Agreement, in
accordance with California Labor Code section 3700 and with Employer's Liability limits not less than
$1,000,000 each person, $1,000,000 each accident and $1,000,000 each disease.
O Exemption/Modification Justification attached; subject to approval).
Professional liability insurance, if required for the professional services being provided, e.g., those persons
authorized by a license to engage in a business or profession regulated by the California Business and Professions
Code), in the amount of not less than $1,000,000 per claim and $2,000,000 in the aggregate, to cover liability for
malpractice or errors or omissions made in the course of rendering professional services. If professional liability
insurance is written on a claims-made" basis rather than an occurrence basis, the CONTRACTOR shall, upon the
expiration or earlier termination of this Agreement, obtain extended reporting coverage tail coverage") with the
same liability limits. Any such tail coverage shall continue for at least three years following the expiration or
earlier termination of this Agreement
Exemption/Modification Justification attached; subject to approval).
9.04 Other Insurance Requirements. All insurance required by this Agreement shall be with a company
acceptable to the County and issued and executed by an admitted insurer authorized to transactInsurance business
in the State of California. Unless otherwise specified by this Agreement, all such insurance shall be written on an
occurrence basis, or, if the policy is not written on an occurrence basis, such policy with the coverage required
herein shall continue in effect for a period of three years following the date CONTRACTOR completes its
performance of services under this Agreement.
RevisedPSA Fonn Mor Thn $100,000 3 of $ Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
BMA-Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
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APPROVE-U07
AMENDMENT-U07
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INCREASE-U012
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$5,549-U012
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$47,749,-U012
A-U012
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AMOUNT-U012
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EXCEED-U012
$366,079-U012
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$107,256,-U012
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INCREASE-U012
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$5,549-U012
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$47,749,-U012
A-U012
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AMOUNT-U012
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AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�Each liability policy shall provide that the County shall be given notice in writing at least thirty days in advance of
any endorsed reduction in coverage. or limit, cancellation, or intended non-renewal thereof. Each policy shall
provide coverage for Contractor and additional insureds with respect to claims arising from each subcontractor, if
any, performing work under this Agreement, or be accompanied by a certificate of insurance from each
subcontractor showing each subcontractor has identical insurance coverage to the above requirements.
Commercial general liability and automobile liability policies shall provide an endorsement na�un
11fo
its o
cers a
0
0
CONTRACTORS
nts, and em
includin
on.
to
in
es as AdditionaL Insureds with re
and
e
0
ed
ect to liabi
the Coun
arising out
QL
the
0
rations, and shall further provide that such
VVE
insurance is primary insurance to any insurance or self-insurance maintained by the County and that the
insurance of the Additional Insureds shall not be called upon to contribute to a loss covered by the
CONTRACTOR`S insurance. The required endorsement form for Commercial General Liability Additional
Insured is ISO Form CG 201011--85 or CG 2010 10 01 in tandem with CG 20 3710 01(2000). The required
endorsement formfor Automobile Additional Insured endorsement is ISO Form CA 20 48 02 99.
Prior to the execution of this Agreement by the County, CONTRACTOR shall file certificates of insurance with
the Comity s contract administrator and Counts Contracts/Purchasing Division, showing that the CONTRACTOR
has in effect the insurance required by this Agreement The CONTRACTOR shall file a new or amended
certificate of insurance within five calendar days after any change is made in any insurance policy, which would
alter the information on the certificate then on file. Acceptance or approval of insurance shall in no way modify or
change the indemnification clause in this Agreement, which shall continue in fall force and effect.
CONTRACTOR shall at all times during the term of this Agreement maintain in force the insurance coverage
required under this Agreement and shall send, without demand by County, annual certificates to County's Contract
Administrator and County's Contracts/Purchasing Division. If the certificate is not received by the expiration date,
County shall notify CONTRACTOR and CONTRACTOR shall have five calendar days to send in the certificate,
evidencing no lapse in coverage during the interim. Failure by CONTRACTOR to maintain such insurance is a
default of this Agreement, which entitles County, at its sole discretion, to terminate this Agreement immediately.
10. RECORDS AND COIWWENTIALITY.
10.01 Confidentiality. CONTRACTOR and its officers, employees, agents, and subcontractors shall comply
with any and all federal, state, and local laws which provide for the confidentiality of records and other
information CONTRACTOR shall not disclose any confidential records or other confidential information
received from the County or prepared in connection with the performance of this Agreement, unless County
specifically permits CONTRACTOR to disclose such records or information. CONTRACTOR shall promptly
transmit to County any and all requests for disclosure of any such confidential records or information.
CONTRACTOR shall not use any confidential information gained by CONTRACTOR in the performance of this
Agreement except for the sole purpose of carrying out CONTRACTOR'S obligations under this Agreement.
10.02 County Records. When this Agreement expires or terminates, CONTRACTOR shall return to County
any County records which CONTRACTOR used or received from County to perform services under this
Agreement.
10.03. Maintenance of Records_ CONTRACTOR shall prepare, maintain, andpreserve all reports andrecords
that may be required by federal, state, and County rules and regulations related to services performed under-this
Agreement. CONTRACTOR shall maintain such records for aperiod of at least-three years after receipt of final
payment under this Agreement. If any litigation, claim, negotiation, audit exception, or other action relating to this
Agreement is pending at the end of the three year period, then CONTRACTOR shall retain said records until such
action is resolved.
Rmised MAForm. More Than $100,000 4- of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31,.2008
Not to Exceed: $323,535.00
I
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
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ROTHARMELL-U10
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INC.-U012
DDA)-U012
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BUDGET-U012
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$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
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VILLAS-U012
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CARMELO-U012
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APPROVE-U012
AMENDMENT-U012
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FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
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ALLOW-U012
FUNDING-U012
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COUNTY-U012
COSTS-U012
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DDA-U012
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PLN070497)-U012
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CARMEL,-U012
COASTAL-U012
ZONE,-U012
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THROUGH-U012
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31,-U012
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C.-U012
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AMENDMENT-U012
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2-U012
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PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�10.04 Access to and Audit of Records. The County shall have the right to examine, monitor and audit all
records, documents, conditions, and activities of the CONTRACTOR and its subcontractors related to services
provided under this Agreement. Pursuant to Government Code section 8546.7, if this Agreement involves the
expenditure of public funds in excess of $10,000, the parties to this Agreement may be subject, at the request of
the County or as part of any audit of the County, to the examination and audit of the State Auditor pertaining to
matters connected with the performance of this Agreement for a period of three years after final payment under the
Agreement.
10.05 Royalties and Inventions. County shall have a royalty-free, exclusive and irrevocable license to
reproduce, publish, and use, and authorize others to do so, all original computer programs, writings, sound
recordings, pictorial reproductions, drawings, and other works of similar nature produced in the course of or under
this Agreement. CONTRACTOR shall not publish any such material without the prior written approval of
County.
11. NON DISCRThl1NATION During the performance of this Agreement, CONTRACTOR, and its.
subcontractors, shall not unlawfully discriminate against any person because of race, religious creed, color, sex,
national origin, ancestry, physical disability, mental disability, medical condition, marital status, age over 40), or
sexual orientation, either in CONTRACTOR's employment practices or in the furnishing of services to recipients.
CONTRACTOR shall ensure that the evaluation and treatment of its employees and applicants for employment
and all persons receiving and requesting services are free of such discrimination. CONTRACTOR and any
subcontractor shall, in the performance of this.Agreement, fully comply with all federal, state, and local laws and
regulations, which prohibit discrimination. The provision of services primarily or exclusively to such target
population as may be designated in this Agreement shall not be deemed to be prohibited discrimination.
12. COMPL.LANCE WITH TERMS OF STATE OR FEDERAL GRANT. If this Agreement has been or
will be funded with monies received by the County, pursuant to a contract with the state or federal government in
which the County is the grantee, CONTRACTOR will comply with all the provisions of said contract, to the
extent applicable to CONTRACTOR as a subgrantee under said contract, and said provisions shall be deemed a
part of this Agreement, as though fully set forth herein. Upon request, County will deliver a copy of said contract
to CONTRACTOR, at no cost to CONTRACTOR
13. INDEPENDENT CONTRACTOR In the performance of work, duties, and obligations under this
Agreement, CONTRACTOR is at all times acting and performing as an independent contractor and not as an
employee of the County. No offer or obligation of permanent employment with the County or particular County
department or agency is intended in any manner, and CONTRACTOR shall not become entitled by virtue of this
Agreement to receive from County any form of employee benefits including but not limited to sickleave, vacation,
retirement benefits, workers' compensation coverage, insurance or disability benefits, CONTRACTOR shall be
solely liable for and obligated to pay directly all applicable taxes, including federal and state income taxes and
social security, arising out of CONTRACTOR's performance of this Agreement. In connection therewith,
CONTRACTOR shall defend, indemnify, and hold County harmless from any and all liability, which County may
incur because of CONTRACTOR's failure to pay such-taxes.
Revised PSA Form More Than Si00,000 5 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo BIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
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$36,995-U012
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$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�1 4. NOTICES. Notices required under this Agreement shall be delivered personally or by first-class, postage pre-
paid mail to the County and CONTRACTOR'S contract administrators at the addresses listed below:
FOR COU NTY:
Dalia M. Mariscal, Mane ement Analyst 11
Name and Title
FOR CONTRACTOR:
Denise Duffy, President
Name and Title
County of Monterey
Resource Management Agency
168 West Alisal Street, 2!d Floor
Salinas, CA 93901
Address
831) 755-8966
Phone
15. MISCELLANEOUS PROVISIONS.
Denise Duffy & Associates, Inc.
947 Cass Street, Suite 5
Monterey, CA 93940
Address
831) 373-4341
Phone
15.01 Conflict of Interest. CONTRACTOR represents that it presently has no interest and agrees not to
acquire any interest during the term of this Agreement, which would directly or indirectly conflict in any manner
or to any degree with the full and complete performance of the professional services required to be rendered under
this Agreement.
15.02 Amendment, This Agreement may be amended or modified only by an instrument in writing signed by
the County and the CONTRACTOR
15.03 Waiver. Any waiver of any terms and conditions of this Agreement must be in writing and signed by
the County, and the CONTRACTOR A waiver of any of the terms and conditions of this Agreement shall not be
construed as a waiver of any other terms or conditions in this Agreement.
15.04 Contractor. The term CONTRACTOR" as used in this Agreement includes CONTRACTOR's officers,
agents, and employees acting on CONTRACTORS behalf in the performance of this Agreement.
15.05 Disputes. CONTRACTOR shall continue to perform under this Agreement during any dispute.
15.06 Assignment and Subcontracting. The CONTRACTOR shall not assign, sell, or otherwise transfer its
interest or obligations in this Agreement without the prior written consent of the County. None of the services
covered by this Agreement shall be subcontracted without the prior written approval of the County.
Notwithstanding any such subcontract, CONTRACTOR shall continue to be liable for the performance of all
requirements of this Agreement
15.07 Successors and Assigns. This Agreement and the rights, privileges, duties, and obligations of the
County and CONTRACTOR under this Agreement, to the extent assignable or delegable, shall be binding upon
and inure to the benefit of the parties and their respective successors, permitted assigns, and heirs.
15.08 Compliance with Applicable Law. The parties shall comply with all applicable federal, state, and local
laws and regulations in performing this Agreement.
Rev ised PSA. Foram Mom Than 5100,000 6 of 8 Project D: Denise Duffy & Associates, Inc.
Villas de Carmelo EJR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
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PROFESSIONAL-U07
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AGREEMENT-U07
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$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
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$47,749,-U012
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THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�15.09 Headings. The headings are for convenience only and shall not be used to interpret the terms of this
Agreement.
15.10 Time is of the Essence. Time is of the essence in each and all of the provisions of this Agreement.
15.11 Governing Law, This Agreement shall be governed by and interpreted under the laws of the State of
California.
15.12 Non-exclusive Agreement. This Agreement is non-exclusive and both County and CONTRACTOR
expressly reserve the right to contract with other entities for the same or similar services.
15.13 Construction of A erement. The County and CONTRACTOR agree that each party has fully
participated in the review and revision of this Agreement and that any rule of construction to the effect that
ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement or
any amendment to this Agreement.
15.14 Counterparts. This Agreement may be executed in two or more counterparts, each of which shall be
deemed an original, but all of which together shall constitute one and the same Agreement.
15.15 Authority. Any individual executing this Agreement on behalf of the County or the CONTRACTOR
represents and warrants hereby that he or she has the requisite authority to enter into this Agreement on behalf of
such party and bind the party to the terms and conditions of this Agreement.
15.15 Integration. This Agreement, including the exhibits, represent the entire Agreement between the County
and the CONTRACTOR with respect to the subject matter of this Agreement and shall supersede all prior
negotiations, representations, or agreements, either written or oral, between the County and the CONTRACTOR as
of the effective date of this Agreement which is the date that the County signs the Agreement.
15.17 Interpretation of Conflicting Provisions. In the event of any conflict or inconsistency between the
provisions of this Agreement and the Provisions of any exhibit or other attachment to this Agreement, the
provisions of this Agreement shall prevail and control.
This space is left blank, intentionally.
Revised PM FarmMore man $100,000 7 of 8 Project ID: Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA-Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
I
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�IN WITNESS WHEREOF, County and CONTRACTOR have executed this Agreement as of the day
and year written. below.
By.
Date:
By
By:
Date:
COUNTY OF MONTEREY
Contracts/Purchasing Officer
Approved as to Fi44l Arovi
By:
Auditor/ntroller
Date:
IVI/-VgAGEMENT
U f n
t'bn~
Apprl/
CONTRACTOR
S- co.n-F
County Board of Supervisors Agreement No.
*INSTRUCTIONS: IF CONTRACTOR is a corporation, including limited liability and non-profit corporations, the full legal name of the corporation shall be set
forth above together with the sign=es of two specified officers. If CONTRACTOR is a partnership, the name of the partnership shall be set forth above
together with the signature of a partner who has authority to execute this Agreement on behalf of the partnership. IF CONTRACTOR is contracting in an
individual capacity, the individual shall set forth the name of the business, if any, and shall personally sign the Agreement.
Approval by Risk Management is necessary only if changes are made in paragraph 8 or 9.
2 Approval by County Counsel is necessary only if changes are made to the standard provisions of the PSA
Revised PSA Form More Than 8100,000 8 of 8 Project ID: Denise Duffy & Associates, Inc.
V77las de Carmelo EIR
RMA Planning
Term: June 3, 2008 December 31, 2008
Not to Exceed: $323,535.00
I
Signature of Secretary
S cretaJy,
CFO, or Asst. Treasurer)*
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�EXHIBIT A- SCOPE OF SERVICE' S/PAYMENT PROVISIONS
VILLAS DE CARMELO EIR
SCOPE OF WORK
PROTECT UNDERSTANDING
The project consists of the redevelopment of the Carmel Hospital site, which is located on
the west side of Highway I in the'unincorporated Coastal Zone of Monterey County,
between Highway 1 and Valley Way in Carmel, California. The project proposes the
rehabilitation and adaptive reuse of the existing 11,500 square-foot hospital structure on-
site and demolition of two existing ancillary structures. The proposal also involves a
subdivision, rezoning and coastal development permit to all the development of a
residential village on the 3.68 acre site. The total number of residences will be 50, with a
mix of market rate and affordable residences. The plan calls for the existing hospital
structure to be the focal point with new structures of 2 and 3 stories also on the site. The 3
story structures are placed in locations where they can take advantage of the sloping
topography to minimize building height The existing entrance from Highway 1 is
proposed to be abandoned. The existing entrance on Valley Way will be relocated further to.
the south. It is expected that improvement to Valley Way, as well as safety improvements at
the intersection of Highway, 1 and Valley Way, will be required.
The property is designated Medium Density Residential in the Carmel Area Land Use Plan
LUP) and currently zoned MDR/2-D CZ). The project proposes an amendment to the LUP
to allow the residential density proposed.
The site is currently comprised of three buildings, including the hospital building which
was designed by Gardner A. Dailey, a garage structure, and e building that has been
previously used as quarters for nurses and patients. The hospital building was last utilized
as a convalescent hospital and the garage building was used as a nursery school until
sometime in 2005. The existing hospital structure is in decline and will require extensive
renovation. The neighborhood is residential and includes single-family homes on a variety
of sized lots, as well as a 14-unit apartment complex in the vicinity. The City of Carmel-by-
the-Sea borders the property on two sides.
The project was originally proposed as an annexation to the City of Carmel by-the-Sea.
Dozing the process of consideration of this earlier proposal by the City, there were
numerous letters of opposition received as well as a petition signed by hundreds of
residents and concerned citizens. The issues of concern included traffic, parking, noise, the
density of the housing proposed in the single-family neighborhood, loss of trees, loss of
views, loss of neighborhood character and increased light and glare.
/
1
Scope of Work
Ytpas de Carmelo
Mardi-28,2008 and Updated April 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
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TO-U012
PROVIDE-U012
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CARMEL,-U012
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DECEMBER-U012
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PLANNING-U012
TO-U012
EXECUTE-U012
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NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�EXHIBIT A SCOPE OF SERVICES/PAYMENTPROVISIONS
PROTECT APPROACH
In order to accomplish project objectives, the environmental documentation must be based
on a detailed, thorough and legally defensible project description. The DD&A team will
utilize existing information and reports to the extent possible, conduct peer review to ensure
credible technical data, conduct studies where identified below, evaluate the proposed
project and recommend mitigations, as necessary, to reduce potential impacts to a less-than-
significant level, and to ensure a legally defensible environmental document The team will
utilize available information to the extent possible; however, the approach to this analysis is
dearly site-specific. Concise, thorough and accurate impact analysis and a dear assessment
of mitigation measures will be developed. Our approach consists of the following.
Meet with County staff/consultants and the project applicants' team to confirm key
issues and approach.
Obtain and review existing studies that could provide information for the
environmental analysis.
Develop a complete project description.
Prepare NOP to ensure adequate level of EIR scoping for legal adequacy.
Conduct Peer Review of Applicant-Prepared Technical studies and determine
additional analysis, as needed-
Prepare Administrative Draft EM and Screencheck DEW with input from team and
County.
Meet with County Project Manager to review comment letters and prepare Final EIR
Assist with preparation of CEQA findings if needed.
SCOPE OF WORKIDESCRTPTION OF TASKS
TASK 1: PROJECT INITIATION, SCOPE OF WORK REVISIONS
This task includes initial review of the project and early consultation with the County and
other responsible or interested agencies. This task includes two rounds of submittal and
review of a revised scope of work. DD&A will coordinate with County Planning staff to
collect and review project and relevant site and background information, identify critical
milestones, finalize the schedule, and determine appropriate paths of communication. This
task also includes initial site review by DD&A and specific technical team members.
DD&A will also gather any additional readily available background and technical data prior
to project initiation.
2
Scope of Work
Villa, de Carmelo
March 28,2008 and UpdatedApril21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�i
EXHIBIT A SCOPE OF SERVICES1PAYMENT PROVISIONS
Kick-Off Meeting
DD&A staff, including the Principal in Charge/Project Manager, the Assistant Project
Manager and select representatives of DD&A's subconsultants will meet with County staff
for general orientation purposes, to discuss the format of products, specific deliverables,
scheduling, and potential Project Alternatives will be discussed.
Site Visit
subsequent to the kick-off meeting, key people on the DD&A team including
subconsultants) will conduct, a thorough site visit to document existing conditions and
features on site and in the surrounding area. Site photographs will be taken to assist in
preparation of the EIR. DD&A will also prepare a base map of the site for use in the BIR.
Peer review of technical documents will be initiated in this phase as well.
Initial Data Gathering
In addition to the initial meeting, prior to the site visit, DD&A will conduct data gathering
of reports to ensure all project application materials are provided. Key reports will be
distributed to the DD&A team including sub-consultants); these include:
Preliminary Drainage Report
ForestManagement Plan
Archaeological Reconnaissance
Geotechnical Assessment
Geological Fault Investigation
Acoustical Analysis
Biological Resources Assessment
Historical Analysis and DPR Form
Traffic Impact Analysis
Plans: Existing Conditions Plan, Landscaping Plan, Project Plan, Utility Plan
TASK 2: PREPARATION OF NOTICE OF PREPARATION AND SCOPING
The project approach assumes the preparation of a Notice of Preparation NOP) as an initial
task to finalize the scoping. of the environmental document and focus the evaluation on
potential significant impacts of the project.
3
Scope of Work
Villas de Carmelo
Marc! 2&2008 and Updated April 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�EXHIBIT A SCOPE OF SERVICES/PAYME PROVISIONS
Notice of Preparation
DD&A will prepare the Notice of Preparation NOP), after review and comment by the
County and applicants, as appropriate. DD&A will also conduct one public scoping session
during the NOP period if requested by the County. DD&A will revise this scope of services,
as necessary, based on a review of letters received on the NOP and oral testimony received
during the scoping meeting.
DD&A will contact, as needed and as authorized by the County, responsible and potentially
responsible agencies to identify project issues, In addition to County departments, these
agencies could include Monterey County Local Agency Formation Commission; City of
Carmel-by-the-Sea; the California State Department of Conservation; the USDA Soil
Conservation Service; the U.S. Environmental Protection Agency; the California State Air
Resources Board; the Monterey Bay Unified Air Pollution Control District; the Association
of Monterey Bay Area Governments; the Monterey Peninsula Water Management District;
the Monterey County Regional Water Quality Control Board; the California Regional Water
Quality Control Board; the U.S. Fish and Wildlife Service; the California State Department of
Fish and Game; the U.S. Army Corps, of Engineers; the California State Lands Commission;
the California Native Plant Societe; the California State Department of Transportation; the
Transportation Agency for Monterey County; the California State Department of Health
Services; the California Department of Forestry; and local utilities, school districts, and
service providers. A list of appropriate agencies and contacts will be developed in
conjunction with County staff.
Scoping Meeting
The Principal in Charge/Project Manager and the Assistant Project Manager will attend one
scoping meeting to be conducted by County staff. DD&A will be available to respond to
questions as needed.
DD&A understands that the County will publish and distribute the Notice of Preparation.
DD&A will gather input from the scoping meeting and recommend any needed changes in
the proposed scope of work and will ensure that all pertinent concerns are adequately
addressed in the TM
4
Scope of Work
Villas de Carmelo
March 18,2008 and Updated April 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�
EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
TASK 3: PREPARATION OF DRAFT PROJECT DESCRIP'T'ION AND THRESHOLDS
OF SIGNIFICANCE
Draft Project Description
Based on initial data gathering efforts and review of conceptual plans for the project, DD&A
will draft a Project Description for use in the EII{. DD&A will coordinate with the County
and applicants to create a project description as required by CEQA. A thorough and
detailed project description is the critical first step in a successful environmental analysis.
Early definition of the project helps avoid uncertainty during review, development, and
operations, and also ensures completeness at an early stage. It also helps reduce cost;
avoidable delays and related expenses are prevented by early identification and resolution
of issues.
It is assumed that graphic illustrations of plans will be available in a digital format or in
hard copy suitable to prepare EM figures) and that graphic quality will be adequate for use
of these materials for the EIR DD&A will work with the County staff and the applicant to
ensure that the project description provides an appropriate level of detail for the proposed
site and surrounding properties. Any additional project information that may be required
from the applicant to prepare the EIR will be identified at this point.
The Project Description will include Location: History of the Site and Development in the
Area; Tedu-ical,, Economic and Environmental Characteristics of the Project; the Local and
Regional Environmental Setting; Sensitive Environmental Characteristics; and Rare or
Unique Environmental Characteristics. The project description will also include the
following 1) project objectives, 2) intended uses of the EIR, and 3) a list of discretionary
actions required for the project. DD&A will work with the project developer and the
County to develop meaningful and attainable project objectives. The draft Project
Description will identify all relevant discretionary permits and approvals required for the
project and the project approval process.
A preliminary draft of the Project Description will be submitted to the County staff for
review before the DD&A team begins conducting any impact analyses. It is also
recommended that the draft Project Description be submitted to the applicant for
confirmation to ensure consensus on the data to-be evaluated.
5
Srope of Work
Vilas de Carmelo
March 28,2008 and UpdaiadApril21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�ERTIIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Thresholds of Si cance
The CEQA Guidelines defines significant effect on the environment" as: a substantial, or
potentially substantial, adverse change in any of the physical conditions within the area
affected by the project including land, air, water, minerals, flora, fauna, ambient noise, and
objects of historic or aesthetic significance" Guidelines section 15382). The threshold of
significance" for a given environmental effect is that level at which the Lead Agency finds
the effects of the project to be significant. Prior to EIR preparation, DD&A will confirm and
determine CEQA requirements and established thresholds for the EIR.
TASK 4: REPORT REVIEW AND PEER REVIEW EVALUATION
Conduct Peer Review Evaluation
Existing data and analysis applicable to the project site and vicinity will be collected and
evaluated by DD&A and its specialized subconsultants. For each technical report requiring
additional analysis, technical letters will be prepared detailing observations and identifying
any deficiencies in the technical studies prepared to date to support the EIR. DD&A and its
subconsultants will meet with County staff and the applicant and their consultants to
discuss issues that may be identified. It is assumed that the applicant's consultants will
conduct work as may be determined necessary to refine and supplement their reports under
the oversight of the County and the DD&A team unless otherwise indicated in this scope of
work.
The reports listed below will be peer reviewed by the DD&A team members identified. The
review of each technical report listed below will confirm that methodologies employed are
consistent with all standards and requirements contained in Monterey County
environmental review procedures, those of pertinent County agencies, and any other
applicable responsible agencies. In addition, the peer review will consider the most recent
requirements of CEQA and any pertinent court decisions in evaluating the adequacy. of
existing technical reports to support the preparation of a legally defensible EIR. After peer
review of existing documents, DD&A will determine if additional technical analysis is
needed.
Archaeological Consulting. Preliminary Archaeological Reconnaissance of Assessor's Parcels
009-062-002, 003, & 005, Navember20, 2006.
Brawn-Bvntin Associates, Inc., Acoustical Analysis Villas De Carmel, December 19, 2007.
Forest City Consulting, Forest Management Plan, December 11, 2007,
6
Scope oiWork
Villas de Carmelo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�EXffi RIT A SCOPE OF SERVxCES/PAYME1 T PRDVISIONS
Higgins &Associates, Traffic Impact Analysis Draft Report, December 13, 2007,
IRP Historical Consulting, LLC, CEQA Impacts Analysis and Proposed Mitigation Report
for the Former Peninsula Community Hospital, December 2007.
O'Brien & Gere, Geological Fault Investigation, December 2007;
O'Brien & Gera, GeotechnicalAssessment, November 2007.
State of California, The Resources Agency, Department of Parks and Recreation, Primary
Record, August 29, 2007.
WWD Engineering, Preliminary Drainage Report, December 12, 2007.
Zander Associates, Biological Resources Assessment, Former Carmel Convalescent Hospital
Site, December 2007.
In, this task, DD&A will. evaluate these studies in detail and identify any deficiencies in a
letter report to the County. Upon completion of this task and DD&A full review of the
project application materials and background reports, it may be determined that additional
topics will be analyzed or made subject to analysis of a greater breadth or depth than
originally proposed. Any additional technical requirements identified during this task will
be identified to the County for consideration and determination of additional analysis. The
assumption in this Scope of Work is that any technical report deficiencies will be corrected
by the applicant's consultants. Subsequent peer review of additional technical information
will be providedby DD&A subconsultants.
TASK 5. PREPARATION OF ADMINISTRATIVE DRAFT EIR
DD&A will prepare a detailed Administrative Draft EIR for the project organized as
outlined in the CEQA guidelines. This document will include 1) a description of the project
and purpose/objectives, 2) the existing environment setting, 3) assessment of the
environmental impacts of the project, 4) proposed mitigation measures for the project
impacts, 5) the alternatives considered, 6) cumulative impacts and 7) references,
bibliography and technical appendices including an environmental checklist; and technical
reports prepared for the project ER-
The Introduction to the EIR will cover the following topics in accordance with the County's
EIR format guidelines: Purpose and Statutory Requirements; Project Description and
Environmental Setting; and Summary of Important CEQA Topics.
7 Scope of Work
P711as de Carmelo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
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13706-U05
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$36,995-U012
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$318,330-U012
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IS-U012
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BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
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OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".85�I
EXHIBIT A SCOPE OF SERVIC61PAYNEN' tO�VTSYONS
One camera ready, one bound copy, and one Word Document file in digital format of the
Administrative Draft EIR will be submitted to the County for review and comment.
Summary
A summary section will be included to briefly describe the project, summarize issues of
concern, significant adverse environmental impacts, effects found to be less than significant,
significant and unavoidable impacts, and project alternatives evaluated in the EIR. The
summary section will also provide an abbreviated listing of all recommended mitigation
measures fpr the project.
Overview ofEIR
DD&A will conduct a comprehensive environmental impact assessment investigating the
issues required by CEQA, described within this scope of work. This EIR will be prepared in
conformance with CEQA and all other applicable environmental law and regulations.
This section will summarize the Project Description and the following important CEQA
topics in accordance with the County's EIR format guidelines: Project Consistency with
Applicable Local and Regional Plans, Significant Environmental Effects of the Project and
Related Mitigation Measures; the Mitigation Monitoring Program; Significant Cumulative
and Long-Term Effects; Significant Environmental Effects which Cannot be Avoided;
Beneficial Effects of the Project; Project Alternatives; Significant Irreversible Environmental
Changes; Growth-Inducing Impacts; and Effects Found not to be Significant. A Summary
Table listing all impacts project specific and cumulative), mitigation measures and their
level of significance after mitigation will be incorporated in this section of the E]R to provide
an executive summary of the project and the analysis of its impacts.
A discussion of existing conditions will be included in the environmental setting section.
The EIR will cite the significance criteria used* to determine the level of impact for each
environmental issue, based on CEQA requirements, current legal standards, case law, and
professional practice. The project impact section will present potentially significant impacts,-
and identify mitigation that avoids or reduces impacts to a less-than-significant level where
possible. If a mitigation measure is identified as having a significant secondary impact, this
impact will be discussed in appropriate detail.
The EIR will clearly identify impacts found to be less-than-significant, based on the
significance criteria. With respect to mitigation, the EIR will establish the framework for the
evaluation of 1) impact significance before and after mitigation, 2) the feasibility and
8 Scope of Work
Pillar de Carmelo
March 28,2008 and Updated April 2l, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
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ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
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INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
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OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
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REPORT-U012
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PLN070497)-U012
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NO.-U012
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HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
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DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8 5�
11 11,
effectiveness of proposed mitigation measures, and 3) any impacts that may result from
implementation of mitigation measures.
Project Setting, Impacts, and Mitigation Measures
All research on the site's environmental setting, analysis of impacts, and recommendation of
mitigation measures will be consistent with the current State CEQA Guidelines. Thresholds
of significance to be utilized in the environmental analysis will be reviewed and confirmed
with County staff prior to initiating any new analyses. The following topics will be
addressed as specified in the County's CEQA Checklist.
Geology. The December 2007, Geological Fault Investigation prepared by the applicant's
consulting geologists, O'Brien & Gere, will be peer reviewed by Nolan Associates,
Consulting Geologists for this EIR Should the Nolan Peer Review identify deficiencies in
the study, these will be identified and O'Brien & Gere will prepare an updated Geological
Fault Investigation for the proposed project. This section of the EIR will then be drafted on
the basis of. the final geology report and will comply with all the specifications of the
County's CEQA Checklist DD&A will summarize the findings of research conducted by
the consulting geologists related to geology into this section of the EIR.
Soils. The geologic and geotechnical hazards on the site will be addressed in the MR, based
on the geotechnical/geologic report to be provided to DD&A by the project applicants,
including the O'Brien & Gere, Geotechnical Assessment, November 2007. This technical report
will also be peer reviewed by Nolan Associates, Consulting Geologists for this EIR.
This section will address the following:
Describe potential geologic and geotechnical hazards on the site.
Evaluate geotechnical issues including seismicity, soil conditions and hazards,
proposed grading, and erosion.
Incorporate recommendations/mitigation.
This section of the ER will be drafted on the basis of the final geology report prepared and
will comply with all the specifications of the County's CEQA Checklist. DD&A will
summarize the findings of research conducted related to soils into this section of the EIR.
Air quality. The project is located within the North Central Coast Air Basin. Aix quality
issues specific to the Monterey County and Monterey Bay Unified Aix Pollution Control
District MBUAPCD) air quality planning programs and procedures included in the
MBUAPCD CEQA Air Quality Guidelines will be evaluated. The EIR will describe the air
quality of the area and provide an assessment of the potential air quality impacts of the
9
Scope of Way*
Ytllas de Carmelo
Mardi 28,2008 and UpdatedApril2l, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
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VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
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A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
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FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
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OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8 5�P
EXE BTT A SCOPE OF SERVICOWAYMENT PROVISIONS
project in compliance with MBUAPCD CEQA Guidelines. This analysis will include the
following:
Description of the existing meteorological characteristics and air quality in the
project area, and identification of sensitive receptors affected by development e.g.,
residences, etc.).
Discussion of the relevant federal, state, and local regulatory provisions regarding
air pollutant emissions.
Address short-term air quality impacts during construction, resulting from dust and
exhaust emissions from construction activities, such as the effect of particulate
matter and diesel exhaust on nearby sensitive receptors. Address any long term
impacts from project implementation on air quality.
Identify mitigation for significant impacts.
Coordinate with AMBAG and MBUAPUD to determine whether the project is
consistent with the relevant AQMP. An analysis of the proposed project's
consistency with the County's General Plan will also be provided.
The project's cumulative air quality impacts will be evaluated based on the
MBUAPCD guidelines.
Based on MBUAPCD guidelines, construction emissions will be estimated. Standard
dust suppression measures will be identified to minimize construction impacts.
DD&A will work with the MBUAPCD and the County, if necessary, to identify
feasible mitigation measures. Mitigation measures will be developed as indicated by
the impact analysis.
to ogy. The EIR will describe the drainage characteristics of the project site and area,
including flood potential and existing drainage facilities, based on drainage plans/reports
provided to DD6&A by the applicant's project engineer. The change in land use may affect
water quality and drainage conditions on and adjacent to the project site. Whitson
Engineers will assist DD&A in the evaluation of issues related to drainage and water
quality. Whitson will conduct a peer review of the Drainage Study prepared by WWD
Engineers for the Project Site. The drainage report, as well as the peer review, will provide
background information on site drainage, estimates of pre and post project runoff,
description of existing drainage: facilities and capacities, and the assessment of drainage
facility improvements needed for the proposed development. The 1 IR will address the
provision of adequate drainage facilities to carry site runoff to proper discharge areas and
the potential for drainage from development site to alter natural drainage patterns and rate
or introduce- pollutants to the natural surface drainage system.
Water Quality This section will also assess the potential surface water quality impacts
from project development. Specific issues to be addressed are as follows:
10
Scope of Work
Alas de Carmelo
March 28,2008 and Updated Apr!! 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
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DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
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TERM-U012
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DECEMBER-U012
31,-U012
2009;-U012
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APPROVE-U012
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NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
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COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
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DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
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SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8 5�E TT A SCOPE OF SERVICE' S/PAYMENT PROVIWbl"
Describe the drainage characteristics of the project site and area, including flood
potential and existing drainage facilities.
Describe the proposed drainage system for the project. and estimate the increase in post
development runoff flows, based on drainage calculations provided by project engineer.
Assess the potential surface water quality impacts from project development, resulting
from pre- and post construction activities generating pollutants in site runoff such as
oil, grease, and metals from cars and maintenance activities).
Present appropriate mitigation for drainage and water quality impacts, including City,
NPDES and other RWQCB requirements.
Plant and Animal life. DD&A will conduct a review of the existing biological and forest
management plans for the project The review will consist of an examination of the content
and format of the document and the identification of any deficiencies or areas which require
further clarification. DD&A will conduct the peer review of the biological report prepared
by Zander Associates Biological Resources Assessment, Former Carmel Convalescent Hospital
Site, December 2007). Steve Staub will conduct the peer review of the Forest Management
Report prepared by Forest City Consulting Forest Management Plan, December 11, 2007).
DD&A and Staub will each prepare an itemized comment letter requesting additional
information or clarification, in addition to the identification of deficiencies. DD&A and
Staub will prepare one additional round of comments if not all of the original comments
are responded to sufficiently. An amendment to the contract would be required if
additional comments are needed prior to the biological document being deemed
satisfactory. A site visit will be conducted to perform the required peer review in a
professionally responsible manner. This section of the EIR will then be drafted on the basis
of the final biology report(s) and forest management plan(s) and will comply with all the
specifications of the County's CI QA Checklist.
DD&A will also contact responsible and interested agencies and organizations that have
knowledge of affected resources and jurisdiction over or will be affected by the project to
ensure that potential environmental issues are addressed. This communication will also be
conducted in order to generate mitigation measures to minimize or avoid potential impacts.
DD&A anticipates contacting and/or meeting with representatives of the following agencies:
X Califomia Department of Fish &--Game CDFG)
X California Native Plant Society CNPS)
X California Regional Water Quality Control Board RWQCB)
X U.S. Amoy Corps of Engineers Corps)
X U.S. Fish and Wildlife Service USFWS)
11
Scope OfWDYk
Yillar de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8 5�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Pant Life. DD&A Resource Management Team and Steve Staub will conduct a peer review
the Biological Assessment and Forest Management Plan for the proposed project and will
prepare a letter report to the County as described above.
Animal Life. DD&A will peer review the Biological Assessment and Forest Management
Plan for the proposed project by Denise Duffy & Associates and will prepare a letter report
to the County as described above.
Energy. The EIR will evaluate the project's energy use, and identify major issues related to
energy use such as building design.
Land Use. This section of the EIR will address General Plan consistency as well as zoning
implications, including a review of all the policies in the General Plan/Coastal Land Use
Plan that may relate to the potential action.
The property is located on the west side of Highway T in the unincorporated Coastal Zone
of Monterey County. The land. is designated Medium Density Residential in the Carmel
Area Land Use Plan. The property is currently zoned MDR/2D CZ). The uses allowed in
The zone will be identified and the design standards for existing and proposed designations
addressed.
In the past, the buildings have been occupied as convalescent hospital, nurse and patients'
residences and as offices of the organization. The potential for General Plan/LCP policy
conflicts and the need to balance competing objectives will be identified for all land use
issues, including noise, access, recreation uses and other relevant policy topics. Land Use
analysis in the EIR will focus on the project's relationship to local land use patterns and
relevant planning policy, zoning, or other development guidelines. The above-listed plans
and policies will be summarized as they relate to the development of the proposed project.
Policies that are applicable to other topical subsections of the EIR e.g., traffic, water quality
and supply, aesthetics) will be cross-referenced. Existing on site and surrounding land uses
will be described and mapped. The site will also be described in the context of overall local
land use trends in this portion of the County. Existing access and circulation, structures,
open space areas, General Plan land uses and zoning designations will be illustrated.
The following subtasks will be completed to provide an analysis of the project's
potential effects on land use and its consistency with relevant planning policies:
Land use compatibility. The EM will provide a discussion of the land use effects of
the proposed project relative to surrounding existing and planned land uses to
provide adequate information to agencies and individuals who will be reviewing the
12 Scop= of Work
Villas de Carmelo
March 24,2008 and UpdatedApri! 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8 5� I EXHIBIT A SCOPE OF SERVICES/PAYIIMNT PROVISIONS
Draft BIR. Assessment of aesthetic impacts related to the project's location on
designated scenic routes will be addressed in detail in the aesthetics section of the
EIR.
Secondary land use impacts. Potential secondary land use impacts, such as
increased traffic, noise, and water use from the proposed development will be
considered, described, and referenced to other sections of the BIR as appropriate.
Proj eet's consistency with relevant policies. The project's consistency with relevant
LUP and Coastal Act policies will be summarized in a table format, and potential
policy conflicts will be highlighted and described in greater textual detail. Under
CEQA, policy conflicts in and of themselves in the absence of direct physical effects)
are not considered to have a significant effect on the environment and will therefore
be differentiated from impacts described in the other topical sections of the EIR. Any
physical impacts associated with policy conflicts will be addressed in the
appropriate technical sections of this chapter e.g., air quality, noise, aesthetics,
traffic, water resources). If needed, land use mitigation will be recommended to
reduce any significant incompatibilities with nearby uses. The Project Alternatives
section of the EIR will also identify and analyze a project design alternative that is
consistent with current land use designation under the LUP; the alternative will, be
formulated in conjunction with the County and applicant
Population, Employment and Housing. The population and housing analysis in the
environmental document will consider the trends in population statistics for the local and
regional areas. The-EIR will evaluate whether the project will call an increase in population
due to proposed housing and an indirect impact on the local population and housing
conditions in the area. The contribution of this project on the increasing population and
housing needs will be addressed quantitatively in this section. As described previously, any
growth inducing characteristics and impacts of the project will be discussed in the EILZ The
County's Housing Element will be relied upon for the analysis to the extent possible, with
additional demographic analysis provided as necessary. The plan will be evaluated against
the County's ability and lack of ability to meet housing goals. Adopted population,
employment, and housing forecasts and policies will be described in relation to the potential
impacts of the proposed project.
Transportation and Circulation. Hexagon Transportation Consultants, Inc. will review the
Traffic Report prepared by Keith B. Higgins Associates for the project. The review will
confirm that the methodologies employed in the preparation of the TIA are consistent with
the standards and methodologies contained in the Monterey County Environmental Review
Procedures and required by the County of Monterey and the Transportation Agency for
Monterey County TAMC). Hexagon will. also request copies of comments made by the
13 Scope of Work
Villas de Carmelo
March 28,2008 and UpdatedApril2l. 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8!5�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Transportation Agency for Monterey County TAMC) and Caltrans on the draft Traffic
Report prepared by Higgins Associates to ensure that they have been adequately addressed.
Due to the location of the project, trip generation may present major issues for the project
including increasing traffic on the existing road network in particular in adjacent residential
areas, access to the site, and regional impacts and mitigation including understanding
applicable fee programs and off-site improvements that may apply to the project. The BIR
will address traffic issues associated with implementation of the project. The environmental
analysis will be based on the Higgins Associates' traffic report prepared for the projec, and
findings of other recent local and regional traffic studies, as well as the peer review to be
conducted by Hexagon. The E]R will use the technical report to address the following
topics:
Describe existing roadway network in the project area.
Describe traffic impacts/conditions under the Existing, Background, Background
Plus Project, and Cumulative with and without Project.
Identify anticipated traffic impacts on affected transportation facilities, based on trip
generation, and available level of service analysis at the study intersections.
Assess the adequacy of site access and internal circulation and parking requirements.
Present mitigation for significant traffic and parking impacts, including a calculation
of relevant fees for the project's fair share financial contribution towards any
regional improvements.
Assess compliance with County Congestion Management Program provisions and
consistency with the Monterey County Trip Reduction Ordinance.
DD&A will present the findings of the peer review in a letter report that identifies any areas
of deficiency in the Traffic Report. It is assumed that there are no major deficiencies in the
report and that it will be sufficient for use in the EIR. However, if any deficiencies are
identified, DD&A and Hexagon will work with Higgins to update and/or augment the
Traffic Report to address all deficiencies identified by hexagon. This section of the EIR will
thenbe drafted on the basis of the final traffic report.
Public Services and Utilities. The project will involve the extension and expansion of
service systems to provide utilities and infrastructure to the site. Based on available plans
and consultation with public services and utilities, DD&A will identify service requirements
and capacity improvements necessary to extend service to the site. The EkR will identify
infrastructure components, and treatment or disposal capacity, as applicable to each utility,
including water, wastewater and storm drain systems. Water service is to be provided by
Cal-Am, a privately owned and operated water company with a system capacity regulated
by the Monterey Peninsula Water Management District MPWMD). The County has
14 Scope ofWerk
Villas de Carmelo
March 28,2008 and UpdaledApril21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8"5�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
negligible acre-feet per year AFY) of water to allocate to new uses within their MPWMD
allocation. The BIR will also review applicable materials from the County and MPWMD in
reference the previous water use at the site. The EIR will also identify water demand for the
he proposed new use and determine the net water demand. This information will be used
to confirm that there is an available allocation of water assigned for redevelopment of the
proposed site.
In this analysis, DD&A will also review proposed water usage and proposed or possible
water conservation measures that could be incorporated in the project design and operation
of the various project components proposed by the applicants. Specific rnitigatiion measures
and/or proposals for conservation or water recycling programs will also be identified. This
assessment will also review the proposed water system infrastructure to assess compliance
with relevant standards i.e., health and fire safety) and the adequacy of proposed storage
and transmission capacity and pressures.
The EIR will present the existing conditions and address the anticipated project demands
related to public services and utilities, including the following:
water supply, distribution, and service,
wastewater treatment,
solid waste disposal,
parks/recreation facilities,
schools,
police protection,
fire protection,
emergency medical services, and
cable, electricity/gas, and telephone service
The EIR will address the impacts of the project on local and regional public services and
utility systems based upon information provided by the applicants and communication
with local service providers. DD&A will consult with the service providers to describe the
existing public services in the project area, document existing service levels, and identify
current service standards for each provider. DD&A will evaluate the project impacts upon
each of the service providers. Additionally, DD&A will assess the adequacy of emergency
access to and from the project site and identify unti gation for significant impacts on these
public services and utilities.
Noise. Noise from vehicular traffic and new housing may result in noise impacts to existing
and proposed residential areas. The EIR will describe the existing ambient noise in the
vicinity of the area being considered for use, and assess both the short-term and long-term
noise impacts resulting from the proposed project. For the noise section, Illingworth &
i
15
Scope of Work
Villas de Carmelo
March-28,2008 and Updated 4pril21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8#5�EXHIBIT SCOPE OF SERVICESf.AYMENT PROVISIONS
Rodldn will conduct a peer review of the Brown-Buntin Associates, Inc., Acoustical Analysis
for the ViIIas De Carmel, dated December 19, 2007. The peer review will include an
independent assessment of the overall approach to the study, the criteria used in the
assessment, the noise monitoring survey, the predictive methods utilized in the analysis,
conclusions reached regarding potential noise impacts and mitigation, and the completeness
of the report. The EIR will summarize the results of this analysis. Using the Brown Bun-tin
Report and the Peer Review by lllingworth and Rodkin, DD&A will prepare a technical
noise analysis that will identify the impacts on sensitive land uses, including the following
tasks:
Identify existing conditions and review the noise monitoring survey results.
Report the results of the Brown-Buntin project-generated noise impacts based on the
measured noise level data, future traffic projections, and noise level contours. Report the
Peer Review results; any additional technical data or cgrreciions/additions to the Brown-
Buntin report will be identified.
Confirm identification of noise levels at existing and proposed noise-sensitive land uses.
Identify future conditions and noise level estimates to account for future noise generated
by vehicular traffic and other noise sources. Future noise levels will be compared
against State, County and City noise policies and appropriate CEQA significance criteria
and noise impacts will be identified where appropriate.
Develop and present noise mitigation. Measures to reduce noise levels will be
recommended where significant noise impacts are identified. These measures may
include physical controls, such as improved sound insulation treatments e.g., sound
rated windows and doors) or administrative controls, such as regulating the hours of
construction.
The proposed project may cause an exposure of persons to noise levels in excess of
current standards from ground borne vibrations or temporary noise impacts due to
demolition, grading, and construction operations. Sensitive receptors include
surrounding single family residences. Development activities include operation of
graders, backhoes, caterpillars and trucks, which will cause localized noise levels to
temporarily increase above existing ambient levels. Noise impacts during grading and
construction will be analyzed based on the available construction information provided.
Noise impacts from project-specific and cumulative vehicular traffic trips will be
assessed. Noise impacts on the proposed project site and on adjacent sensitive uses from
vehicular traffic will be assessed.
Mitigation measures designed to reduce short- and long-term impacts to acceptable
noise levels will be identified where necessary. Both an evaluation of the potential
mitigation measures and a discussion of their effectiveness will be provided.
16 scope of Work
Villas de Carmelo
March 28,2008 and UpdaledApril 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8$5�EXRIBJT A SCOPE OF SERVICES/PAYMENT PROVISIONS
I
Hazards/Human Health. The EIR will also summarize the history and existing conditions
regarding past uses on the project site, including the past commercial/hospital activities and
impacts of past use on future site users. Mitigation measures or other background
regulatory mechanisms may be recommended to reduce, as feasible, public health risks such
that they would constitute a less-than-significant impact.
DD&A will utilize any previous environmental assessments prepared for the property.
Examples of reports previously prepared may include a Phase I Environmental Assessment
and any additional reports that are available that pertain to hazardous waste impacts or
contamination at the site. It is assumed that such reports will be made available to DD&A
by the applicant,
Aesthetics/Visual Resources, The 3.6B acre site is developed land with urban uses
however; the addition of buildings and demolition would alter the visual character of the
area and could have potentially significant visual/aesthetic effects. Analysis will focus on
visual impacts to Highway 1, lighting and nighttime glare, and consistency with visual
resource policies/regulations contained in the Monterey County General Plan, Carmel Area
Land Use Plan and Title 21 Zoning Ordinance.
According to the Carmel Coastal Implementation Plan, the public viewshed are those areas
visible from major public viewing areas including Highway 1 Corridor. The proposed
project has the potential to affect a scenic vista and degrade the existing visual character of
the area through the introduction of a new residential structure within the public viewshed.
The California Environmental Quality Act CEQA) establishes that it is the policy of the
state to take all action necessary to provide the people of the state with... enjoyment of
aesthetic, natural, scenic and historic environmental qualities" CA Public Resources Code
Section 21001(b)]. Because this project has the potential to affect visual resources, by
removing vegetation and adding structures, the ER will include the following tasks and
analysis:
Define the project setting and viewshed. This section will describe the existing
visual setting of the project area in terms of physical attributes, aesthetics, vista, and
color. DD&A will conduct a site visit to document existing site conditions and the
surrounding context DD&A will describe the physical attributes and landscape
values of the project area and will address existing and proposed conditions, views,
daytime glare, color, texture, form, massing, materials, ardzitechural details, and
similar pertinent features.
Identify key views for visual assessment. Photographs of the existing site will
accompany the text.
17
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8%5�EXHIB R"A. SCOPE OF SERVICES/PAYMENT PROVIRIONS
Analyze existing visual resources and viewer response. Visual resources and
character attributes such as line, form, color, texture, dominance, scale, diversity and
continuity will be identified.
Depict the visual appearance of the project This scope of work assumes that the
visual simulations provided by the applicant will be adequate to show the before
and after condition in the environmental document. As an optional task, additional
visual simulations by a third party can be provided.
Assess the potential visual impacts of the project from surrounding roadways, as
well as neighboring houses. Mitigation measures will be recommended to avoid,
minimize and/or mitigate adverse visual impacts to a less-than-significant level.
These measures can include enhanced plantings, texture or color coating for
structures, architectural design features, contour grading, etc
Because the project has the potential to affect an officially designated scenic highway
Highway 1), the environmental document willdiscuss whether the project is
consistent with the scenic highway program.
In addition, the cultural resources consultant and/or the Landscape Architect will also be
called on to help determine whether the proposed project would affect the setting of an
historic resource. Discussion about whether and to what extent the project would affect the
setting of an historic resource will be included in the Cultural Resources section of the
document. The discussion will be cross-referenced in the Visual section.
It is assumed that the project architect, or another consultant to the applicant, will prepare a
lighting plan and identify potential nighttime lighting levels on the project site and in
adjacent areas. This information will be used by DD&A to address potential light and glare
impacts in the EIR.1
Archaeological Resources. DD&A will use the Archaeological Consulting, Preliminary
Archaeological Reconnaissance of Assessor's Parcels 009-061-002, 003, & 005, November 20,
2006 Report for this section. DD&A and JSA will review this work for compliance with
CEQA requirements. Should additional work be determined necessary to satisfactorily
analyze whether archaeological resources are present on the project site, and potentially
impacted by the project, an amended scope of work will be prepared for County approval.
I Optional Tark: Tlerge Dimensional New Analysis
As an optional task, in lieu of using the photo-based simulations described above, we have identified an option
to prepare a three-dimensional view analysis. Through this three-dimensional site plan it would be possible to
examine the impacts of the development plans by taking the most recent topographical CAD files and extruding
them to create a three-dimensional terrain model. Over this model, an aerial photograph can be draped, resulting
in an accurate depiction of existing conditions. With the proposed project CAD files rendered in 3-D, the
project's visual impacts can be seen quite accurately. Within the 3D scene, cameras are set up and renderings or
snapshots" can be taken from any location or angle. If interested, DD&A can provide cost estimates for this
approach.
18
Scope of Work
111110: de Carmelo
blanch 28 2008 and Updated.4pril21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8&5�9
1)
5
FXEIBIT A SCOPE OF SERVICES/PAYMENT POVISIONS
Statutory Sections
Above and beyond the analysis of topical issues in the Environmental Setting, Impacts &
Mitigation Measures" section, CEQA requires that an EIR contain specific discussions,
which include, but are not limited to, those listed below. This section of the EIR will
provide a detailed discussion of the following important CEQA topics in accordance with
the County's FIR format guidelines: Significant Cumulative and Long-Term Effects;
Significant Environmental Effects which Cannot be Avoided; Beneficial Effects of the
Project; Project Alternatives; Significant Irreversible Environmental Changes; Growth-
Inducing Impacts; and Effects Found not to be Significant Findings and supporting
evidence will be dearly described and any technical studies supporting the analysis will be
referenced and included in the EIR appendices. Up to three Project Alternatives including
the No Project Alternative) will be identified early on in coordination with County staff.
Growth Inducement. CEQA requires an EIR to discuss the ways in which a project could
promote or induce economic or population growth, either directly or indirectly, in the
surrounding area. This section will also review the infrastructure and services
improvements proposed, the environmental and physical constraints to additional growth
and whether this project will take away an existing impediment to growth in accordance
with CEQA. The growth inducing analysis will describe components of the project and
conclude why they are or are not considered to be growth inducing.
Unavoidable Significant Adverse Impacts. The unavoidable significant adverse impacts
identified in the above analyses, if any, will be summarized in this section. The purpose of
this discussion is to call out any permanent or significant degradation in the quality of the
environment, or the destruction of important natural and cultural resources, which cannot
be prevented by the incorporation of mitigation measures. In addition, irretrievable
commitments of resources should be evaluated to assure that such use is justified.
Cumulative Impacts. CEQA defines cumulative impacts as two or more individual effects
which, when considered together, are considerable or which compound or increase other
environmental impacts. This section will discuss potential significant cumulative impacts to
which the project would contribute based on the analysis in the Environmental Setting,
Impacts and Mitigation Measures" section, described above. A list of the past, present and
reasonably anticipated future projects producing related or cumulative impacts will be
discussed, so that a region-wide review of the impacts can be facilitated, instead of review
simply on a project-by-project basis. DD&A will work with staff to identify potential future
regional growth to be considered in this analysis. This section will discuss cumulative
impacts relating to the project if and when they are significant,
19
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8'5�POSIT A SCOPE OF SERVICES/PAYN ENT PROVISION�
Project Alternatives. CEQA Guidelines Section 15126.6 requires the consideration of a range
of reasonable alternatives to the proposed plan that could feasibly obtain most of the basic
objectives of the proposed project. The Guidelines further require that the discussion focus
on alternatives capable of eliminating significant adverse impacts of the project, or reducing
them,to a level of insignificance, even if those alternatives would not fully attain the project
objectives or would be more costly. According to the CEQA Guidelines, the range of
alternatives required in an EIR is governed by the rule of reason" that requires an EIR to
set forth only those alternatives necessary to permit a reasoned choice, including the No
Project Alternative. An EIR need not consider an alternative whose effects cannot be
reasonably ascertained and whose implementation is remote and speculative. Reasonable
alternatives to the proposed project will be identified and analyzed, including the No
Project alternative. Additional alternative analysis will include three alternatives: a project
design alternative that is consistent with the LUP, a reduced density alternative and another
alternative that is focused on reduction of impacts identified in the EIR.
List of Organizations and IFMoms Consulted. All federal, state, regional,, and local
agencies and organizations, and private individuals consulted in preparing the draft
environmental document, and the persons and firms that prepared the draft environmental
document and technical studies, will be identified. The EIR will alphabetically list all
reference materials and technical reports utilized in preparing the EIR by CEQA topic.
Preparation of Screencheck Draft EIIt
After submittal of the ADEIR and receipt of one set of County comments, DD&A will
respond to County comments and prepare a Screencheck Draft EIR for final review by the
County. The amendments to the Administrative Draft EIR will be based on one set of
consolidated non-competing comments received from County staff. DD&A has allotted a
specified amount of time for responding to changes. Should this task exceed the cost allotted
in the budget due to changes in the project description or requests for additional analysis or
edits that are not necessary to prepare. a legally adequate document, the additional cost
would be billed to County contingency on a time-and-materials basis.
TASK 6. PREPARATION OF DRAFT EIR
DD&A will respond to County comments and prepare a Public Review Draft EIR for public
distribution by the County. DD&A will amend the Screencheck Draft EIR based on one set
of consolidated non competing comments received from County staff.
Twenty-five copies of the Draft EIIZ and three copies of the DEtR Technical Appendices will
be produced double-sided for public distribution and submittal to the County. Fifty CD-
20
Scope of Work
Villas de Carmelo
March 282008 mid Updated April 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8(5�71
EXHIBIT A SCOPE OF SERVICE S/PAYNIMNT PROVISIONS
ROM will be delivered to the County, containing digital files of the Draft EIR. It is assumed
that the County will be responsible for preparing and filing the required CBQA notices, as
well as be responsible for public distribution of the Draft EIR.
Additional time has been set aside for meetings or attendance at a hearing during the
review of the Draft EIR period.
TASK 7. FINAL MR
The DD&A Team will formulate responses to comments on the Draft EIR, including written
comments received from the public and agencies, and prepare a Final EIR, Included in the
draft Final EIR will be the Draft EIR with any necessary revisions), a list of all commenter
and any organizations with which they are formally affiliated, copies of all written
comments, and responses to each comment received. DD&A will discuss the preferred
approach to the responses with County staff at a meeting following the close of the
comment period. The budget estimated shows the level of professional effort assumed for
this task. Should an unexpectedly large volume of comments be submitted or should
comments require a substantial amount of effort to address i.e., additional analysis), DD&A
will ask that staff consider an adjustment in the budget to cover work beyond the assumed
level.
Administrative Draft Final EIR
After review by County staff and transmittal of one set of consolidated non-contradictory
comments, DD&A will amend the draft Final S for final review by County staff. We have
allotted time for responding to changes; however, if this task were to exceed the cost allotted
in the budget, the additional cost would be billed on a time-and-materials basis.
One copy of the Screencheck Final FIR will be provided for review by County staff.
Twenty-five copies of the Final EIR and 40 CD ROMs will be delivered to the County. It is
assumed that the County will be responsible for preparing and filing the required CEQA
notices, as well as be responsible for public distribution of the Final EIR.
TASK S. MITIGATEON MONITORING PROGRAM
DD&A will prepare a Mitigation Monitoring Program for the project and will identity,
responsibility for implementing and monitoring each mitigation measure, along with
monitoring triggers and reporting frequency, subject to approval by County staff. DD&A
will also work closely with County staff to ensure that the program is prepared in the
required format, tailored to the County's Zoning and Building Permit procedures. A
21 Bcope of Work
Ydhas de Carmelo
March 28,2008 and UpdatedApril21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8)5�T
1
EXIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
checklist will be prepared Listing measures and providing a column for verification of
compliance. Monitoring will be dovetailed with existing processes of project design,
development, and review. The Mitigation Monitoring Program will be submitted to County
staff for review with the draft Final EI The final Mitigation Monitoring Program will be
included in the Final E]R.
TASK 9. MEETINGS
DD&A Staff will meet with County staff during the project process in order to gather
information, review progress, review findings and discuss staff comments. The cost estimate
includes attendance at one kickoff meeting with County staff and the applicant; two site
meetings; one public scoping meeting; one progress meeting during Administrative Draft
EIR preparation; and one meeting to address County staff comments on the Administrative
Draft EIR. The Principal in Charge/Project Manager will attend one Planning Commission
Meeting, and one Board of Supervisors meeting. DD&A. will be available for additional
meetings on a time-and-materials basis.
TASK 10. PROJECT MANAGEMENT, COMMUNICATION AND COORDINATION
The Principal in Charge/Project Manager and the Assistant Project Manager will attend to
all aspects of managing the project, including subconsultant and agency communication and
coordination.
PROJECT TEAM
DD&A has assembled a team of staff and subconsultants with specific experience in the
Monterey Peninsula and Monterey County. DD&A's staff and in house technical
capabilities to complete this E]R include:
Denise Duffy, Principal
Alison Imamura, Senior Planner/Engineer/Project Manager
Elizabeth Guzman, Planner/Assistant Project Manager
Erin Harwayne, Associate Environmental Scientist/Project Manager
Bryce Texnet Associate Planner
josh Harwayne, Environmental Scientist/Project Manager/ Wetland Scientist
David Keegan, Associate Environmental Scientist/Wildlife Biologist
Matt Johnson, GIS Specialist
Jennifer Morrison, Assistant Planner
22
Scope of Work
Villas de Cannela
March 28,2008 and Updated April 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8*5�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
CONSULTING PROJECT TEAM
Hexagon will prepare the peer review for the traffic and circulation section. Hexagon
offers services in transportation planning, traffic engineering, travel demand forecasting,
signal design, and parking. Hexagon's staff members have prepared thousands of studies,
both large and small, over their professional careers. These include countywide and
citywide circulation plans, corridor studies, specific plans, area plans, site master plans,
travel demand forecasting models, traffic impact analyses, traffic safety studies, site review
studies, and neighborhood traffic control studies.
Illingworth & Bodkin, Inc will prepare the peer review of the noise assessment and
prepare the air quality assessments. They have been responsible for a wide range of
studies in environmental noise, architectural acoustics, and noise control engineering. A
recent research study for Caltrans investigated long-distance diffraction and reflection of
noise from sound walls. Other environmental noise studies include noise ordinance
violations; noise studies for conercial, institutional, housing and other miscellaneous
development projects; Specific Plans, and Noise Elements of the General Plans. xllingworth
& Rodkan staff members have also prepared Air Quality Technical Reports for over 10
major Caltrans highway projects and conducted over 100 air quality analysis for other
projects. These projects included carbon monoxide microscale analyses, The calculation of
project emissions e.g., ozone precursor pollutants, fine particulate matter, and diesel
particulate matter), seasonal field monitoring, and preparation of air quality conformity
determinations. Mingworth & Rodkin staff, Mr. Reyff, has advised and influenced
decisions of federal and local air. quality agencies regarding impact assessment
methodologies and air quality conformity issues.
Nolan Associates will prepare the peer review for the geology and soils reports. Nolan
Associates is a geology and hydrogeology consulting firm based in Santa Cruz, California.
Jeff Nolan is a Registered Geologist, State of California #4493 and Certified Engineering
Geologist, State of California 41537. His firm provides a full range of geologic consulting
services with an emphasis on geologic hazards evaluations, engineering geologic
investigations and ground water resource studies.
Whitson Engineers will prepare the peer review for the drainage report. Peer review will
be provided to verify that the analysis is adequate for the EIR at a project specific level.
Whitson Engineers is a civil, environmental, and engineering consulting firm. Based in the
Monterey Bay Area, Whitson offers services to clients throughout California on public
works, residential, commercial and agricultural development, and resource conservation
projects.
I
23 Scope of Work
Alas de Carmelo
Marc!, 28,2008 and Updated April 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8+5�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Mark Bowen of J&S will prepare the peer review for the historic report. Mark Bowen
meets the Secretary of the Interior's guidelines for professional qualifications for Historian
and Architectural History. Mr. Bowen has extensive experience with all levels of inventory,
evaluation, and nomination of built environment resources. Mr. Bower's experience within
the central coast region includes conducting architectural inventories and studies of project.
impacts of properties in Carmel, Pebble Beach as well as inventory and compliance services
for the cities of Capitola and Santa Cruz. He has conducted surveys of extensive geographic
areas, such as the rocket propulsion research facilities and numerous homestead sites at
Edward Air Force Base, CA; neighborhoods in Stockton and Los Angeles, CA; historic
landscapes in Sacramento County, CA, in addition to landscapes and irrigation features in
Colorado. He has also performed numerous single building evaluations in communities
throughout the states of California, Nevada, and Colorado.
Bill Ruskin, Registered Professional Forester will prepare the peer review of the forestry
report. He has been licensed by the State of California as a Registered Professional Forester
since 1984 and has a broad background in forest management and environmental analysis.
He has prepared management plans and supervised projects in Monterey County. He has
prepared numerous Forest Management Plans in the forms required by Monterey County.
PROJECT BUDGET AND SCHEDULE
Please refer to the attached tables for the Project Budget and Schedule.
24
Scope of Work
Villas de Carmelo
March 28,208 and Updated April 21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8,5�EMIT A SCOPE OF SERVICE' SIPAYMENT P ISIONS
VILLAS DE CARMELO E 10R
ATTACHMENTS
BUDGET
AND SCHEDULE
25
Scope of Work
Villas de Carmelo
March 28,2008 and Updated April21, 2008
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8-5�rr A SCOPE OF SERVICES!PAYMENT PROVIRONS
Proposal to Prepare CEQA Documentation
for the Villas de Carmelo Project
Cost Schedule for Derdse Duffy & Associates, lc- Labor
April 13,21M
Page One of7wo
a
c & l
q s
11~~~F a b $gx
Task o` $ d`$ 14 Q G~i
0 Proethdllstton scope olWerkRevWatm i8 16 4 6 58611,00
0 NOP P relton sapping 24 10 12 18 8 52,911.00
3.0 Drag Pm Daaa Bon holds SI nmoance a 32 2 2 8 8 57,392
0 Robert Reviver Poor u valse6on 4 12 67.S35.
0 mimlehefve Draft131R ins below)
5,1 Irrirductlard5urnmary 2 8 1 1 2 1 $1683,0
&2 Decd
Projed 12 4 6 6 64,4
9.3
8sdb sets & Mitl on Meaeursa me Wood
Lie Gso 6 6 8 4 1 53,465.
5,31+ salts 4 1 4 2 51,5919.
i 6 2 45 24 58.541-50
$.3tl and Drains e 4 2 6 2 1 51.914.00
5.3e Water Quattty 4 2 6 2 1 51,914.00
6.3f Silo lRezoums/Pfant re 8 6 24 8 1 88,105.0
6 Br el Resources/Admaf Llfa 2 6 16 4 1 $3,542.
5ah 1 1 6 1 1 $1.001.
6.2 Land Use and Planning 18 6 33 4 1 57,722.0
It a5onandRonsl0 1 2 8 1 $1,314,5
j zk TinficendChcul,U n 24 6 8 4 $6,941.
L 31 Pebflc Satvtcas/Udlfdes 6 2 20 1 S3
Sam UlSWes 2 20 1 52706.0
5,3n n Nolen 2 16 12 1 53.665.00
540 HazardousMmerinWh4tafb endSafety 6 2 16 1 53,531.00
AectnedWMisaaf Rescarces 16 4 22 20 1 $7.876.
E CufbrrelRssources/Hintorical 4 23 12 1 34,977.6
6A Other CEt3A sections: see below)
6.4a Growth Indaclt,AImpacts 1 10 4 $1,864,
5.4 Unevofdablolm acts 2 6 5 61.861.
d.ee CumuA6va/mpaemc 2 24 8 12 4 $5.973.
6.6 ProectAltems8vas 16 18 23 8 2 58.690,
6.6 References, Persons Consulted 2 4 8 $1.045,
6.7 Saeenaheck Draft MR 1 24 6 30 16 16 $11,728.
0 Draft SIR two below)
6.1 Public Review Draft EIR 6 6 1 6 6 16 $4703.
5.2 DtaftEiR Public Hoer) Seam e 8 31 1 8 2 2 33.751.
0 Final EIR lime below
7.1 pdknlnistraeve Final FIR 65 75 12 T5 6 20 533,473.00
7,2 Final Egg and NOD 24 20 14 16 16 24 513,772.00
0 Mitigation Monitoring am 2 t0 2 16 1 $3657.60
0 Project Team Heedn 8 Meetings 29 30 4 2 $111,224.80
0.0 Project Communications 32 24 4 4 310.209.00
Total Hours 376 497 106 460 125 139
Rate 31hourl $185.00 $115.00 511040 590.00 $85.00 560.00
Total Costs $89,930 $57,166 $11,660 $41,400 $10.710 $B,3401
Total Costs+ 10% 576,323.06 562,870,60 $12,626.80 $45,540.00 $11,701,00 59,174.00 5218,114.60
1)
NOTES:
This scope of work esnunes that comments re calved on the Draft EIR will be within the thneftante identified; however, with any pubnn
review and comment period It Is not possible to ardtdpate0te complexity and ardent of coamnents Otat vd0 be received an the Draft EIR,
Therefore, aatough this enemata of the number of Inure necessary to respond to canenertts is considered reasonable forthe project
area, this budget may require an amendment to thoroughly respond to all comments, in particular If any new technical analyawwould be
reqused to respond.
26
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8.5�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Proposal to Prepare CEQA Documentation
for the Villas Project
Budget Summary
April 18, 2D08
Page Two of Two
Total Cost
LABOR $ 219,114.50
EXPENSES
DD&A Reproduction see assumptions below" $ 8,005.00
DD&A GIS Services $ 1,900.00
DD&A Miscellaneous Phone, fax, courier, postage, graphics, project-related expenses & supplies) $ 1,200.00
Expense Subtotal $ 11,105.00
Admin Fee 15% 1 6
DD&A TOTAL $ 231,585.26
SUBCONSULTANTS Area of Expertise
JSA Cultural Resources ecialists $ 9,000.00
Hexagon Traffic $ 9,000.00
Nolan Geotechnical/Geologic $ 6,500.00
Kitson Engineers Drainage/Water Qual" $ 5,000.00
lain orth & Rodkin Noise Consultants $ 8,500.00
Staub/Bpi Ruskin Fores_q Forest Mans ment Consultant $ 5,000.00
SubconsultantSubtotal $ 43,000.00
RAdmin Fee 15% 6.450.00
UBCONSULTANT TOTAL 49,450.0D
OTAL EIR FEE $ 281,335.25
Reproduction costs ate estimates only, billed at actual cost
2 copies of let Administrative DraftEIR and 5 ods $ 230.00
2 copies of 2nd Admirlslralive Draft EIR $ 220.00
25 copies of Draft EIR and 50 cds of the Draft EIR $ 2,850.00
65 copies 25 review draft and 4D cds of the final) of Amendment to the Draft EIR $ 3,205.00
Miscellaneouscopieslmapping $ 1.500.0D
assumes no color graphics; add'I color billed at $11page) subtotal $ 8,005.00
NOTE: Options! Visual Simulation Computer Modeling can be provide for an additional fee based upon County request.
27
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".8/5�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
SC MULE Villas de Carmelo EIR April 15, 2008
Completion dates are dependent an the receipt of all project information upon authorization to
proceed. The schedule is also dependent on County review times and number of comments
received during the 45-day EIR circulation period
/Certification of Elk
Hearings
Subdivision He October/Novemb
The Agency will provide technical reports prepared in the areas of traffic, geotechnical
studies and cultural resources. All mapping and technical reports will be available in
electronic and hardcopy format at the start of the project.
Flagging and staking to be completed by mid-weekApril 15, 2008
Updates to FMP by April 22, 2008 and provide that to DD&A; Biological gander)
Updated materials will be provided by April 30, 2008. No additional technical studies,
includ ngbiologicalstudies, are required.
Peer review letters by DD&A subconsultants will be submitted within three-four weeks
of authorization. Any required additions to applicant's subconsultant reports shall be
completed within two weeks of peer report submittal.
Planntin Comrnissian
Board of Supervisors
Schedule assumptionst:
r Please note that the EIR schedule does not account for unanticipated delays outside DD&A's control. These delays
include failure to receive all project related information in a timely manner, delays in administrative reviews by the
County, continuances of public hearings; or similar everts.
EIR Proposed S chedule
Task Timeframe
For Reviews Approximate Date
Project Authorization to Proceed April 8-14,2008
Project Initiation/Scope Refinement April 16, 2008
NOP Preparation April 8-16, 2008
NOP Review and Approval by
Coup /Distribution List for NOP
April 16-18,2008
MOP circulation 30 days April 18, 2008
Complete review 4 weeks: May 19, 2008
Submit ADEIR including technical studies),
starts during NOP circulation. 8-9 weeks June 18, 2008
Review of ADEIR County a tion) 2 weeks July 1, 2008
Prepare Screencheck and Public Review Draft
ER 3 weeks July 1, 2008
J 23, 2008
Draft E1R 45-day circulation period 45 days July 25,, 2008
Se September 8, 2008
Submit Admire Draft Final EIR 4-5 weeks October 20, 2008
Review of Admin Final EIR County 1.5 weeks October 30, 2008
Submit Final EIR 1 week November 7,2008
er
November
November/December
28
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".805�EXHIBIT A SCOPE OF SERVICESIPAYMENT PROVISIONS
PAYMENT PROVISIONS
Invoices for services performed under the AGREEMENT shall be submitted monthly by the tenth day of
the month) and shall include the following:
1. Invoice Coversheet
Denise Duffy & Associates, Inc.
Environmental Impact Report for the Villas de Carmelo
Date:
Invoice No.
Contract Term. June 3, 2008 to December 31, 2008
ContractArnount $ 323,535.00 $281,335.00 base budget plus $42,200.00 project contingency)
Prior Invoices: $
Under this contract)
This Invoice:
Remaining Balance $
Approved as to Work/Payment:
Elizabeth Gonzales, Associate Planner
Date
All Invoices Are To Be Sent To:
Mime Martinez, Accounting Technician
County of Monterey Resource Management Agency
Planning Department
168 W. Alisal Street, 2"6 Floor, Salinas, CA 93901
Telephone: 831) 755-4829
Fax: 831) 755-4958
29
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".815�EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
z. Invoice Detail
Each invoice shall indicate the hours worked by task and by staff member, with the corresponding billing
rates.
3. Transfer from Project Contingency Account
Transfer of funding from the Project Contingency Account total contingency of $42,200.00) requires the
prior written approval of the Director of Planning and the Project Applicant
A recommendation for such a transfer shall be presented in writing by CONTRACTOR to the Project
Planner, with a duplicate original delivered to the Contract Administrator, at the earliest possible date. The
recommendation shall include:
The dollar amount;
The anticipated date the funded work would begin;
The duration of the work;
The entity CONTRACTOR or subconsultant) to whom the funds would be
transferred/allocated; and
The justification for the expenditure.
Within five working days of receipt of the recommendation, the Project Planner and Contract Administrator
will have contacted CONTRACTOR to discuss its recommendation and will have made a recommendation
to the Director of Planning, or in his absence, the Assistant Director. Within ten working days thereafter,
the Director of Planning or the Assistant Director will approve, deny, or approve a revised version of the
recommendation received from CONTRACTOR, and will send her decision in writing to the Project
Applicant, and CONTRACTOR.
Unless he denies the recommended transfer, the Director or Assistant Director of Planning will ask the
Project Applicant to make a decision within five working days regarding the recommended transfer from
the Project Contingency Account, If necessary, reasonable efforts will be made to reach a compromise.
Upon receipt of the Project Applicant's written approval by the Director of Planning or the Assistant
Director, the funding transfer will be made. At the same time, a letter authorizing the work funded by the
approved transfer will be sent to CONTRACTOR.
30
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".825�I,~aa mn 4~wti! r.wea IrIfi"a3L'n'x
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LIIV{1TS
Acx GENERAL LIABlUjY 1U39722 aQ~D1./.1)~ 09/0/108 EACH OCCURRENCE $1' 000 000
X
COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTF9'
P
$500 0D
CLAIMS MADE OCCUR MED EXP Any one person) $10,000
PERSONAL & ADV INJURY $1 DDO 000
GENERAL AGGREGATE $2'000 000'
GEN'L AGGREGATE LIMIT-APPLIES PER: PRODUCTS COMP/OP AGG $2 000 d0`D''
PRO
POLICY E LOC
A AU TOMOBILE LIABILITY 11139722 09/07/08 COMBINED SINGLE
LIMIT
t
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$1
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ANY AUTO
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ALL OWNED AUTOS
BODILY INJURY.......
SCFIEDULED.ALITO$
Per person) S
X
HIRED AUTOS BODILY INJURY
X NON-OWNED AUTOS
Per accident)
k"4 z:i
PROPERTY DAMAGE
Per accident}
GARAGE.UABIUjY AUTO ONLY EA-ACCIDENT
ANY AUTO OTHER THAN EA ACC S
AUTO ONLY: AGG $
EXCESSIUMBRELLA LIABILITY EACH OCCURRENCE S
OCCUR 71 CLAIMS MADE AGGREGATE $
$
DEDUCTIBLE $
RETENTION $ $
B WORKERS COMPENSATION AND 40601.8826 l)91011D7T 09/01/08 X WC STATU OTH-
L"'T ER
EMPLOYERS' LIABILITY E.L. EACH ACCIDENT $1,000,000-
ANY PROPRIETORIPARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED? EL. DISEASE EA EMPLOYEE S1,000,000
H yes, desadbe under
SPECIAL PROVISIONS below
E.L. DISEASE POLICY LIMIT
S1,000,000
C OTHER
Professional EEA276198480 11105107 1110.5108 $1,000,000 Per Claim
Liability $2,000,000 Aggregate
DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
All operations Including but not limited to Villas de Carmelo EIR.
Auto liability hired and non owned autos only) and General liability: County of
Monterey, its officers, agents and employees-ar-e named as additional insured per endt.
attached.
See Attached Descriptions)
CERTIFICATE HOLDER CANCELLATION
Monterey County
Resource Management Agency
168 E. Alisal Street,2nd floor
Salinas, CA 93901
Ten lay Notice for Non-Payment of Premium
SHOULD-ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATETHEREOF, THE ISSUING INSURER WILL t Q= MAIL jfl_ DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE
xx~o-~>~x~~oxxosA~>aot>Ioxxla~x~:>Q>~aXX1Cr~xx~xX-LO~�o~rRx~ar~ROt6mc~cxx
AUTHORIZED REPRESENTATIVE
ten
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BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".835�rf ISx: J�+~Y 1^. j' d,F~~ t!;::+,fibr~".z: 7'~rFr;;:~e�.~b,{w r t{l!~1 AM y
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The Ce ficrfe of Insdranrre on the reverse sld~ 4f',thts orm tJoes Pot constjf e a contract between
or sloes It
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i
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".845� tt t s i 1 r t''~'N~".r{y9~t'i'~~!~rF~+R~u~+ r'~.x.~~.w
Q'.~...',"'.''.?S'-sue z.'
AMS 25.3 2001/08) 3 of 3 #S436589/M435475
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUNDING AGREEMENT A-11226".855�Architects and Engineers Extender Additional Insured Languigge
i t;~HCTd
language is from Employers Fire Insurance Company Business Owners L iailit wuer+
e7f,iQ pui7ng policy 9 9 Y
X59
1.03 05.
591 03 05 Amends the Commercial General Liability Coverage Form:
the following are added to Section 11- Who is an insured:
Person or organization required by Written Contract
Any person or organization that you agree to add as additional insured under this General Liabi
coverage Part in a written contract or agreement that is made before, and in-.effect when, the l?pii
occurs or the offense that causes the personal and advertising- injury
is
injury" or'"property damage
but only with respect. to that person's or organization's liability arising rout of your nor
committed
ofessional work for that person or organization
pr
However such person or organization is not an additional insured with; respect-to.any:
1) Bodily Injury", property damage", or personal and advertising injury" that doesnot arise out of:
a) Your Negligence: or
b) The negligence of another person or organization for whom you are liable;
2) Bodily injury: property damage" or personal and advertising injury for which such person or organization;
has assumed liability in a contract.or agreement, except for liability for damages that,such person or
organization would have ih the absence of the contract or agreement;
3) Property Damage" to:
a) Property owned, used or occupied by or loaned or rented to, such person or organization: or
b) Property over which such person or organization is for any purpose-exercising physical control=."."
4) All Professional liability as an architect or engineer arising out of any construction agreement.or activities
under which any insured or anyone acting on any insured's behalf provides or provided service, advise,
expertise or work. Construction includes, but is not limited to, the plan, conception, design, bulb,
construct, assembly, development, safety, erection formation, reconstruct, repair, or in any improvement
made to real property. Construction also includes the hiring, supervision or management of those
activities.
However, this exclusion does not apply to liability arising out of an insured's presence at a jobsite that
was not caused by professional activities listed in the above paragraph.
Ptitr ary &Non-Contributory: This insurance will be considered primary to, and non-contributory with any other
insurance` issued directly to a person or organization added as an additional insured.
Per:Pr.dject Aggregate: Section III Limits of Insurance is amended by adding the following: The General Aggregate
Limit under Section Ill-Limits of Insurance applies separately to each of your projects" or each location listed in the
location information in the common policy declarations.
Separation of Insureds: Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in
this Coverage Part to the First Named Insured, this insured applies:
a_.As if each Named insured were the only Named Insured; and
b: Separately to each insured against whom a claim is made or suit" is brought
Waiver of.Subrogation: Transfer of Rights of Recovery Against Other to Us in Section IV Commercial General Liability
Conditions:
However, we waive the right of recovery and proceeds we may have against any person or organization that is added as
an additional insured under 1.1.a
a Because of payments we make for bodily injury", property damage" or personal and advertising injury" arising
out of your work" in ongoing operations include or included in the products-completed operations hazard" and
b. Performed under a written contract or agreement that is made before, and in effect when, the bodily injury" or
property damage" occurs or the offense that causes the personal and advertising injury" is committed; and
c. You specifically agree in such written contract or agreement to waive those rights of recovery and proceeds for
such person or organization.
Named'insured: DENISE DUFFY & ASSOCIATES Policy No.:
BIB]
40021-U01
FUNDING-U02
AGREEMENT-U02
A-11226-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82351-U03
C5-U03
AGREEMENTS-U03
7/27/2009-U04
MUNOZP-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2
�Amendment No. 2 to
County of Monterey Agreement for Professional Services with
Denise Duffy & Associates, Inc. for the
Environmental Impact Report for the Villas de Carmelo
This Amendment No. 2 to County of Monterey Agreement for Professional Services hereinafter,
Amendment No. 2") is made and entered, by and between the County of Monterey, a political
subdivision of the State of California hereinafter, COUNTY"), and Denise Duffy &
Associates, Inc. hereinafter, CONTRACTOR").
This Amendment No. 2 further amends the AGREEMENT FOR PROFESSIONAL SERVICES
entered into with CONTRACTOR on July 11, 2008 hereinafter, AGREEMENT"), and
amended by the parties on February 24, 2009 hereinafter, Amendment No. 1 as follows:
1. Amend Section 2 of AGREEMENT, Payments by County", to read as follows:
County shall pay the CONTRACTOR in accordance with the payment provisions set
forth in Exhibits A and A-1, subject to the limitations set forth in this AGREEMENT. The total
amount payable by County to CONTRACTOR under this AGREEMENT shall be increased by
$42,544.00, for a total amount not to exceed the sum of $366,079.00.
2. Amend first sentence of Section 3 of AGREEMENT, Term of Agreement", to read as
follows:
The term of this Agreement is from June 3, 2008 to December 31, 2009, unless sooner
terminated pursuant to the terms of this Agreement.
3. Amend Section 4 of AGREEMENT, Additional Provisions/Exhibits", to read as
follows:
The following attached exhibits are incorporated herein by reference and constitute a part
of this Agreement:
Exhibit A Scope of Services/Payment Provisions
Exhibit A-1 Scope of Services/Payment Provisions
4. Except as provided herein, all other terms and conditions of AGREEMENT, as amended
by Amendment No. 1, shall remain in full force and effect.
5. If there is any conflict or inconsistency between the provisions of AGREEMENT,
Amendment No. 1 or Amendment No. 2, the provisions of Amendment No. 2 shall
govern.
Page 1 of 2
Amendment No. 2 to Professional Services Agreement
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $366,079.00
BIB]
40025-U01
FULLY-U02
EXECUTED-U02
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
EIR-U02
VILLAS-U02
DE-U02
CARMELO-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82443-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
BOYDA-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2
�IN WITNESS WHEREOF, the parties hereby execute this Amendment No. 2 as follows:
COUNTY OF MONTEREY
By:
Director of Planning
Date: W40
CONTRACTOR*
Denise Duffy & Associates, In
Contractor's Business Name
By:
Its: Qen o-t Q f' P/2),J fi
Name and Title)
Date:
By:
Approved as to Form Signature of Secretary, Asst. S~cretat, CFO or
Assistant Treasurer)
By: &Y(~/ 6 of Its: /vi l)' e trrg
Deoutv County Counsel Name and t e) /
Date:
Approved as to Indemnity, Insurance Provisions
By:
Risk Management
Date: 15 /o
Date:
*INSTRUCTIONS: IF CONTRACTOR is a corporation, including limited liability and non-profit corporations, the
full legal name of the corporation shall be set forth above together with the signatures of two specified officers. If
CONTRACTOR is a partnership, the name of the partnership shall be set forth above together with the signature of
a partner who has authority to execute this Agreement on behalf of the partnership. IF CONTRACTOR is
contracting in an individual capacity, the individual shall set forth the name of the business, if any, and shall
personally sign the Agreement.
Page 2 of 2
Amendment No. 2 to Professional Services Agreement
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning Department
Tenn: June 3, 2008 December 31, 2009
Not to Exceed: $366,079.00
BIB]
40025-U01
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$47,749,-U012
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$366,079-U012
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PROVIDE-U012
ADDITIONAL-U012
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ASSOCIATED-U012
ENVIRONMENTAL-U012
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REPORT-U012
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31,-U012
2009;-U012
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NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
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$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2
�EXHIBIT A-1- SCOPE OF SERVICES / PAYMENT PROVISIONS
Denise Duffy & Associates, Inc.
Proposal for Planning Services for Villas de Carmelo EIR
Additional Tasks May 13, 2009
DD&A originally submitted a scope of work for planning services in April 2008 with the
original EIR scope of services. The Scope of Services was resubmitted on January 29,
2009. Based on our communications with County staff, we are herby resubmitting this
May 2009 revised scope and budget for consideration and processing.
Additional Tasks Requested by the County. The County has requested planning
assistance for tasks related to the Villas de Carmelo Project. These tasks are outlined
below and are in addition to tasks identified and contracted in the EIR scope of work.
Tasks include staff planning assistance with hearings, including preparation of draft
staff reports and project findings, compiling conditions of approval, and providing
hearing assistance for processing the project.
These tasks include:
1) Project Initiation for Planning Services. DD&A shall initiate this project with a
project meeting to include discussion of schedule, project milestones, and review of staff
planning procedures to facilitate communication between County departments during
the hearing phase of the project. DD&A will coordinate with the County's webmaster
for posting of project-related information. This task assumes one meeting/conference
call with the County and applicant.
Work Product: Draft Schedule
2) Review Staff Reports Templates and Compilation of Applicable Conditions of
Approval for Project. DD&A will review and compile applicable County templates for
staff reports in order to conduct tasks below. This task includes compilation of standard
and project conditions from County Departments. This task assumes one conference
call with the County and calls with each pertinent County Department to discuss project
conditions. It is assumed that the County planner will assist with provision of
conditions from other departments.
Work Product: Draft Standard Conditions
3) Preparation of Public Notices for Public Hearings and CEOA Action. DD&A using
approved templates for County notices, will prepare the hearing notices in draft form
for review and approval for use by the County for public notices for each of the three
hearings proposed. At the direction of the County, DD&A staff will coordinate posting
the site also.
Work Products: Draft and Final Notices for Subdivision Hearing, PC
Hearing, and Hearing at Board of Supervisors
Page 1 of 5
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LI21329-U03
FO21330-U03
FO74555-U03
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MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
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7/30/2009-U04
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&-U07
ASSOCIATES,-U07
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DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
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BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
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THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
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HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
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$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
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INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
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TO-U012
PROVIDE-U012
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SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
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2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2
�EXHIBIT A-1- SCOPE OF SERVICES / PAYMENT PROVISIONS
4) Preparation of Draft Staff Report for Use by Hearing Bodies.
Staff Reports: DD&A will prepare and submit a draft staff report and, based upon one
set of comments from the County, prepare a final staff report for use by Monterey
County Planning Department to present at one hearing each of the following hearing
bodies: Subdivision Committee, Planning Commission, and Board of Supervisors.
Work Products: Draft and Final Staff Report for one hearing at each of the
following hearing bodies: Subdivision Hearing, PC Hearing, and Hearing at
Board of Supervisors. Assumes one draft and one final staff report work product.
CEOA Findings: In addition, DD&A will prepare and submit a draft set of CEQA
Findings and a draft CEQA Resolution for review and use by the County. DD&A will
revise the findings based upon one set of comments from the County and prepare one
final set of findings for use by Monterey County Planning Department. The findings will
be based upon the analyses provided in the Final EIR pursuant to requirements of
CEQA.
Work Products: Findings. Assumes one draft and one final work product.
Project Findings: DD&A will prepare one set of recommended Findings and Evidence
for Consideration of Approval of the Project for consideration by the hearing bodies.
Work Products: Findings. Assumes one draft and one final work product.
Conditions of Approval: DD&A will coordinate, compile, and edit a set of project
conditions provided by County Departments and other agencies and work with the
Planning and Building Department to convert EIR mitigation measures into project
conditions of approval. For this task, DD&A assumes that the Planning Department
shall forward conditions from County Departments to DD&A.
Work Products: Conditions. Assumes one draft and one final work product.
5) Meetings and Hearings. In addition to the meetings identified in the EIR scope of
work under a separate contract process, DD&A will attend, present, and provide
meeting materials for the following hearings and County conferences/meetings: one for
project conditions; one for findings; and one each prior to the hearing at the Subdivision
Committee, Planning Commission, and Board of Supervisors. This scope of work
assumes six meetings or conference calls relative to preparation of the tasks identified
above. In addition, this scope includes attendance at an additional hearing. The scope
of work for the EIR includes one Planning Commission Meeting and one Board of
Supervisors hearing attendance; this scope includes an additional hearing attendance at
the Subdivision committee level.) Additional meetings or hearing attendance will be
Page 2 of 5
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40025-U01
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EXECUTED-U02
AMENDMENT-U02
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VILLAS-U02
DE-U02
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LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82443-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
BOYDA-U04
13706-U05
2-U06
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AMENDMENT-U07
NO.-U07
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TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
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7/8/2009-U011
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DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
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$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
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COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2
�EXHIBIT A-1- SCOPE OF SERVICES / PAYMENT PROVISIONS
billed at a time and materials basis against the contingency for the project. See the EIR
scope of works 2)
6) Materials. DD&A will prepare a Powerpoint presentation in the typical format for
hearings at the initiation of the County hearing process. This presentation will be
reviewed and approved by the County planning staff and used for the three hearing
bodies.
Additional Tasks Requested by the County. To complement tasks outlined in the
scope of work, additional assistance and project management support may be required
in order to maintain an acceptable project processing schedule. DD&A will be available
for additional services and meetings on a time-and-materials basis and upon request. 3
Task Description Task Total
Rate
1) Project Initiation $970
2) Staff Reports, Condition Correspondence & Public
Notices
$1,780
3) Draft Findings/ Condition Language $9,870
4) Prepare Final Project Staff Reports and CEQA
Resolutions
$16,550
5) Coordination, Conference Calls and Meetings. Additional
Hearing
$5,210
6) Preparation of Presentations and Materials $2,365
Expenses phone, fax, reproduction, mileage, courier) $250
Total cost labor & expenses) $ 36, 995
See EIR scope of Work, 2008.
z Task for Meetings
The EIR contract scope and cost estimate includes attendance at one kickoff meeting; one public scoping
meeting; one progress meeting during Administrative Draft EIR preparation; and two meetings to address
County staff comments on the Administrative Draft EIR". These meetings have been completed. No further
meetings for the EIR remain in the EIR contract. The scope of work for the EIR includes two hearings: one
Planning Commission and one Board of Supervisors. The scope further states that DD&A will be
available for additional meetings on a time-and-materials basis." Meetings and hearing time identified
herein are in addition to the EIR contract as noted above and include time for preparation of presentation
materials.
3 Assumptions for this contract: Additional work products beyond those identified will be billed under
additional services at DD&A billing rates. The work products identified presentation, staff report, findings
and conditions) will be reviewed and approved by the County planning staff and used for the three hearing
bodies. Once accepted by the County, this contract assumes that these will not require substantial changes.
Additional responses to comments or response to correspondence received after the close of the public
review period on the EIR is not included in the above tasks and would be considered upon request as an
additional service.
Page 3 of 5
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DE-U02
CARMELO-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82443-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
BOYDA-U04
13706-U05
2-U06
A-U07
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AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
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AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
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7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
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TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
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APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
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NO.-U012
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CARMEL-U012
HOSPITAL-U012
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BASE-U012
BUDGET-U012
IS-U012
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BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
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DE-U012
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TO-U012
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SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2
�EXHIBIT A-1- SCOPE OF SERVICES/PAYMENT PROVISIONS
PAYMENT PROVISIONS
Invoices for services performed under the AGREEMENT shall be submitted monthly by the tenth day of the
month) and shall include the following:
1. Invoice Coversheet
Denise Duffy & Associates, Inc.
Environmental Impact Report for the Villas de Carmelo
Date:
Invoice No.
Agreement Term: June 3, 2008 to December 31, 2009
Agreement Amount: $ 323, 535.00 $281,335. 00 base budget plus $42,200. 00project contingency)
Amendment No. 1: Extension of Term Only to August 31, 2009
Amendment No. 2: $42,544.00 $36,995. 00 base budget plus $5,549. 00 project contingency)
Total Agreement
Amount.-
$366,079.00 $318,330.00 base budget plus $47, 749.00 project contingency)
Prior Invoices: $
Under this Agreement)
This Invoice: $
Remaining Balance $
Approved as to Work/Payment.-
Elizabeth Gonzales, Associate Planner
Date
All Invoices Are To Be Sent To:
Jaime Martinez, Accounting Technician
County of Monterey Resource Management Agency Planning Department
168 W. Alisal Street, 2"d Floor, Salinas, CA 93901
Telephone: 831) 755-4829
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BOYDA-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2
�EXHIBIT A-1- SCOPE OF SERVICES/PAYMENT PROVISIONS
2. Invoice Detail
Each invoice shall indicate the hours worked by task and by staff member, with the corresponding billing
rates.
3. Transfer from Project Contingency Account
Transfer of funding from the Project Contingency Account increase total contingency by $5,549.00 for a total
not to exceed $47,749.00) requires the prior written approval of the Director of Planning and the Project
Applicant.
A recommendation for such a transfer shall be presented in writing by CONTRACTOR to the Project Planner,
with a duplicate original delivered to the Contract Administrator, at the earliest possible date. The
recommendation shall include:
The dollar amount;
The anticipated date the funded work would begin;
The duration of the work;
The entity CONTRACTOR or subconsultant) to whom the funds would be
transferred/allocated; and
The justification for the expenditure.
Within five working days of receipt of the recommendation, the Project Planner and Contract Administrator
will have contacted CONTRACTOR to discuss its recommendation and will have made a recommendation to
the Director of Planning, or in his absence, the Assistant Director. Within ten working days thereafter, the
Director of Planning or the Assistant Director will approve, deny, or approve a revised version of the
recommendation received from CONTRACTOR, and will send her decision in writing to the Project
Applicant, and CONTRACTOR.
Unless he denies the recommended transfer, the Director or Assistant Director of Planning will ask the Project
Applicant to make a decision within five working days regarding the recommended transfer from the Project
Contingency Account. If necessary, reasonable efforts will be made to reach a compromise.
Upon receipt of the Project Applicant's written approval by the Director of Planning or the Assistant Director,
the funding transfer will be made. At the same time, a letter authorizing the work funded by the approved
transfer will be sent to CONTRACTOR.
Page 5 of 5
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40025-U01
FULLY-U02
EXECUTED-U02
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
EIR-U02
VILLAS-U02
DE-U02
CARMELO-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82443-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
BOYDA-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2
�IMPORTANT
If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement
on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may
require an endorsement. A statement on this certificate does not confer rights to the certificate
holder in lieu of such endorsement(s).
DISCLAIMER
The Certificate of Insurance on the reverse side of this form does not constitute a contract between
the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it
affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon.
ACORD 25-S 200.1/08) 2 of 3 #M447262
BIB]
40025-U01
FULLY-U02
EXECUTED-U02
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
EIR-U02
VILLAS-U02
DE-U02
CARMELO-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82443-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
BOYDA-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2
�DESCRIPTIONS Continued from Page
agents and employees are named as additional insured per endt. attached.
AMS 25.3 200 88) 3 of 3 #M447262
BIB]
40025-U01
FULLY-U02
EXECUTED-U02
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
EIR-U02
VILLAS-U02
DE-U02
CARMELO-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82443-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
BOYDA-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2
�Architects and Engineers Extender Additional Insured Language*
The following policy language is from Employers Fire Insurance Company Business Owners Liability Coverage
Form G15911 03 05:
Form G15911 03 05 Amends the Commercial General Liability Coverage Form:
1. The following are added to Section 11- Who is an insured:
a. Person or organization required by Written Contract
Any person or organization that you agree to add as additional insured under this General Liability
coverage Part in a written contract or agreement that is made before, and in effect when, the bodily
injury" or property damage" occurs or the offense that causes the personal and advertising injury" is first
committed, but only with respect to that person's or organization's liability arising out of your non-
professional work for that person or organization.
However such person or organization is not an additional insured with respect to any:
1) Bodily Injury", property damage", or personal and advertising injury" that does not arise out of:
a) Your Negligence: or
b) The negligence of another person or organization for whom you are liable;
2) Bodily injury: property damage" or personal and advertising injury for which such person or organization
has assumed liability in a contract or agreement, except for liability for damages that such person or
organization would have in the absence of the contract or agreement;
3) Property Damage" to:
a) Property owned, used or occupied by or loaned or rented to, such person or organization: or
b) Property over which such person or organization is for any purpose exercising physical control:
4) All Professional liability as an architect or engineer arising out of any construction agreement or activities
under which any insured or anyone acting on any insured's behalf provides or provided service, advise,
expertise or work. Construction includes, but is not limited to, the plan, conception, design, build,
construct, assembly, development, safety, erection formation, reconstruct, repair, or in any improvement
made to real property. Construction also includes the hiring, supervision or management of these
activities.
However, this exclusion does not apply to liability arising out of an insured's presence at a jobsite that
was not caused by professional activities listed in the above paragraph.
Primary & Non-Contributory: This insurance will be considered primary to, and non-contributory with any other
insurance issued directly to a person or organization added as an additional insured.
Per Project Aggregate: Section III Limits of Insurance is amended by adding the following: The General Aggregate
Limit under Section III-Limits of Insurance applies separately to each of your projects" or each location listed in the
location information in the comrrion policy declarations.
Separation of Insureds: Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in
this Coverage Part to the First Named Insured, this insured applies:
a. As if each Named insured were the only Named Insured; and
b. Separately to each insured against whom a claim is made or suit" is brought.
Waiver of Subrogation: Transfer of Rights of Recovery Against Other to Us in Section IV Commercial General Liability
Conditions:
However, we waive the right of recovery and proceeds we may have against any person or organization that is added as
an additional insured under l.1.a
a. Because of payments we make for bodily injury", property damage" or personal and advertising injury" arising
out of your work" in ongoing operations include or included in the products-completed operations hazard" and
b. Performed under a written contract or agreement that is made before, and in effect when, the bodily injury" or
property damage" occurs or the offense that causes the personal and advertising injury" is committed; and
c. You specifically agree in such written contract or agreement to waive those rights of recovery and proceeds for
such person or organization.
lamed Insured: DENISE DUFFY & ASSOCIATES Policy No.: FF1 039722
*From Form: G1591103 05
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40025-U01
FULLY-U02
EXECUTED-U02
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
A-11225-U02
EIR-U02
VILLAS-U02
DE-U02
CARMELO-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82443-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
BOYDA-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
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AMENDMENT-U012
NO.-U012
2-U012
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AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2*
�Amendment No. 2 to A-11226
Funding Agreement with
Carmel Hospital Development, LLC for the
Villas de Carmelo
Environmental Impact Report
This Amendment No. 2 to FUNDING AGREEMENT, hereinafter, Amendment No. 2"), is made and
entered, by and between the County of Monterey, a political subdivision of the State of California
hereinafter, COUNTY"), and Carmel Hospital Development, LLC hereinafter, PROJECT
APPLICANT").
This Amendment No. 2 further amends the FUNDING AGREEMENT entered into with PROJECT
APPLICANT on July 11, 2008 hereinafter, AGREEMENT"), and amended by the parties on February
24, 2009 hereinafter, Amendment No. I") as follows:
1. Section 1 of AGREEMENT is amended to include:
1. Deposits to Fund Professional Services Agreement and County Surcharge.
c. PROJECT APPLICANT shall make a. third deposit in the amount equal to
$36,995.00 to the base amount of Amendment No. 2 to the Professional Services Agreement between
COUNTY and CONTRACTOR for additional services related to the completion of the EIR, and in an
amount equal to $6,289.00 to the County Surcharge based on seventeen percent 17%) of the base
amount of Amendment No. 2). This totals $43,284.00 and includes:
$36,995.00 Increase to Base Amount of Professional Services Agreement; and
$ 6,289.00 Increase to County Surcharge based on 17% of CONTRACTOR'S
budget under Amendment No. 2).
PROJECT APPLICANT shall deposit $43,284.00 with COUNTY upon approval of
Amendment No. 2 by the County of Monterey Board of Supervisors.
PROJECT APPLICANT'S deposit of $43,284.00 with COUNTY shall be a condition
precedent to COUNTY'S obligation under this AGREEMENT.
2. Section 2 of AGREEMENT is amended to read as follows:
2. Fifteen Percent 15%) Project Contingency.
An additional fifteen percent to CONTRACTOR'S budget shall be included in the
Professional Services Agreement, between COUNTY and CONTRACTOR to cover contingencies. This
15% Project Contingency is increased by $5,549.00, for a total amount not to exceed $47,749.00, and is
subject to the procedures in Section 3, Transfer fi-omn Project Contingency Account, specified in Exhibits
A" and A-1", Scope of Services/Payment Provisions, fog- the Villas de Carmelo EIR, of the Professional
Services Agreement between COUNTY and CONTRACTOR, included in Exhibits 1" and lA", and
incorporated herein by reference.
1 of 5
Amendment No. 2 to Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo E1R
RMA Planning Department
Team: June 3, 2008 December 31, 2009
Not to Exceed: $473,335.00
i
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HOSPITAL-U012
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TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
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EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
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DDA-U012
COUNTY-U012
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ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
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PLN070497)-U012
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COASTAL-U012
ZONE,-U012
A-U012
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THROUGH-U012
DECEMBER-U012
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C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2*
�3. Section 3 of AGREEMENT is amended to read as follows:
3. Maximum Budget Under AGREEMENT. The maximum amount which may be charged
to PROJECT APPLICANT under this AGREEMENT is increased by $48,833.00 for a total amount not to
exceed $473,335.00.
CONTRACTOR'S Budget: $318,330.00
COUNTY Surcharge deposited based on Time and Materials): $ 53,140.00
COUNTY Surcharge deposited based on percentage of
CONTRACTOR'S Budget: $ 54,116.00
Project Contingency: $ 47,749.00
Maximum Charge Under AGREEMENT:
Credit for funds on deposit with COUNTY:
4. Section 5 of AGREEMENT is amended to read as follows:
5. Payment(s) to CONTRACTOR and COUNTY.
a. CONTRACTOR
$473,335.00
$ 33,370.00)
CONTRACTOR'S invoices shall be paid from fiords deposited by PROJECT
APPLICANT, and shall be paid in accordance with the terms of Section 2, Invoice Detail, of Exhibits A"
and A-l" of the Professional Services Agreement with CONTRACTOR, included in Exhibits 1" and
IA" of this AGREEMENT. Should AGREEMENT be tenninated prior to December 31, 2009, any
unearned balance of the $318,330.00 deposited by PROJECT APPLICANT to fund the base contract of
CONTRACTOR shall be returned to PROJECT APPLICANT within sixty days of receipt of notice of
termination by COUNTY.
b. County Surcharge
A maximum County surcharge of seventeen percent 17%) of CONTRACTOR'S
base budget in an amount increased by $6,289.00, for a total amount not to exceed $54,116.00, and all
charges assessed on an hourly basis for COUNTY staff time, in an amount not to exceed $53,140.00, shall
apply to this AGREEMENT. This covers the EIR Consultant selection process, COUNTY project
management and contract administration.
A seventeen percent 17%) surcharge shall be assessed to each invoice submitted
by CONTRACTOR and be distributed to the following COUNTY departments:
Public Works Department 5% $15,917.00
Environmental Health Department 7% $22,282.00
Water Resources Agency 5% $15,917.00
This portion of the County surcharge shall not exceed $54,116.00.
2 of 5
Amendment No. 2 to Funding Agreement
Cannel Hospital Development, LLC
Villas de Canuelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $473,335.00
BIB]
40025-U01
FULLY-U02
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AGREEMENT-U02
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CARMEL-U02
HOSPITAL-U02
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LLC-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82444-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
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FUNDING-U012
TO-U012
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ZONE,-U012
A-U012
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THROUGH-U012
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31,-U012
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C.-U012
AUTHORIZE-U012
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EXECUTE-U012
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2-U012
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SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2*
�Surcharge based on time and materials charges shall be assessed on an hourly basis
for COUNTY staff time related to THE PROJECT. A budget for these charges is allocated to the
following COUNTY departments:
Planning Department $50,000.00
County Counsel $ 3,140.00
This portion of the County surcharge shall not exceed $53,140.00.
Total County surcharge allocated for THE PROJECT is $107,256.00. Any unused
portion of this surcharge is refundable.
c. Project Contingency
An additional fifteen percent 15%) of CONTRACTOR'S base budget, increased by
$5,549.00, for a total amount not to exceed $47,749.00, covers potential contingencies, and transfer of any
Project Contingency funds into the base budget shall require the approval of both COUNTY and
PROJECT APPLICANT, pursuant to Section 3, Transfer from Project Contingency Account, of Exhibits
A" and A-1" of the Professional Services Agreement between CONTRACTOR and COUNTY,
included herein as Exhibits 1" and 1A". Within five 5) working days of receipt of a request from
COUNTY, PROJECT APPLICANT shall approve or disapprove the Request for Transfer from Project
Contingency and, if approved, at the same time submit a check to the COUNTY for the amount requested.
If PROJECT APPLICANT takes more than five 5) working days to respond to a Request
for Transfer from Project Contingency, additional costs may accrue to CONTRACTOR, which may result
in another Request for Transfer from Project Contingency.
5. Section 8 of AGREEMENT is amended to read as follows:
8. Tenn. AGREEMENT shall become effective June 3, 2008 and continue through
December 31, 2009, unless terminated pursuant to Section 9 of AGREEMENT.
6. First sentence of Section 9 of AGREEMENT is amended to read as follows:
9. Termination. AGREEMENT shall terminate on December 31, 2009, but may be
terminated earlier by PROJECT APPLICANT or COUNTY, by giving thirty 30) days' written notice to
the other.
7. Subject to the foregoing, all other terms and conditions of AGREEMENT, as amended by
Amendment No. 1, shall remain in full force and effect.
8. If there is any conflict or inconsistency between the provisions of AGREEMENT, Amendment
No. 1 or Amendment No. 2, the provisions of Amendment No. 2 shall govern.
3 of 5
Amendment No. 2 to Funding Agreement
Carmel Hospital Development, LLC
Villas de Cannelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $473,335.00
BIB]
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FULLY-U02
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HOSPITAL-U02
DEVELOPMENT,-U02
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LI21329-U03
FO21330-U03
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FO75266-U03
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ALLOW-U012
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TO-U012
MONTEREY-U012
COUNTY-U012
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A-U012
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C.-U012
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2-U012
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SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2*
�IN WITNESS WHEREOF, the parties hereby execute this Amendment No. 2 as follows:
THE COUNTY OF MONTEREY
By:
Mike Novo, AICP
Director of Planning
Date: i8/~ 1
PROJECT APPLICANT*
CARMEL HOSPITAL J)E'V9LOPMENT, LLC
By:
Its:
Signature of Chair, President or Vice President)
v)
Joseph R. Scuderi
Manager
Name and Title)
Date: June 30, 2009
By: v-=r
Signature of Secretary, Asst. Secretary, CFO or Assistant
Treasurer) William Holstein
Its: Manager
Name and Title)
Date: June 30, 2009
Approved as to Form
By_ Cq7" %J
Deputy County Counsel
Date
*INSTRUCTIONS: IF APPLICANT is a corporation, including limited liability and non-profit corporations, the full legal name of the
corporation shall be set for in the Agreement together with the signatures of two specified officers. If APPLICANT is a partnership, the
name of the partnership shall be set forth in the Agreement together with the signature of a partner who has authority to execute this
Agreement on behalf of the partnership. IF APPLICANT is contracting in an individual capacity, the individual shall set forth the name of
the business, if any, and shall personally sign this Agreement.
4 of 5
Amendment No. 2 to Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning Department
Tenn: June 3, 2008 December 31, 2009
Not to Exceed: $473,335.00
BIB]
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A-11226-U012
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SURCHARGE-U012
IS-U012
INCREASED-U012
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$6,289-U012
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$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
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$5,549-U012
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$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
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EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
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ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
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PLANNING-U012
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AMENDMENT-U012
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2-U012
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SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2*
�EXHIBIT 1A
AMENDMENT NO. 2 TO THE
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
DENISE DUFFY & ASSOCIATES, INC.
AND THE COUNTY OF MONTEREY
FOR THE
VILLAS DE CARMELO
ENVIRONMENTAL IMPACT REPORT
5 of 5
Amendment No. 2 to Funding Agreement
Carmel Hospital Development, LLC
Villas de Carmelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $473,335.00
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FULLY EXECUTED AMENDMENT NO. 2*
�Amendment No. 2 to
County of Monterey Agreement for Professional Services with
Denise Duffy & AssQciates, Inc. for the
Environmental Impact Report for the Villas de Carmelo
This Amendment No. 2 to County of Monterey Agreement for Professional Services hereinafter,
Amendment No. 2") is made and entered, by and between the County of Monterey, a political
subdivision of the State of California hereinafter, COUNTY"), and Denise Duffy &
Associates, Inc. hereinafter, CONTRACTOR").
This Amendment No. 2 further amends the AGREEMENT FOR PROFESSIONAL SERVICES
entered into with CONTRACTOR on July 11, 2008 hereinafter, AGREEMENT"), and
amended by the parties on February 24, 2009 hereinafter, Amendment No. 1") as follows:
1. Amend Section 2 of AGREEMENT, Payments by County", to read as follows:
County shall pay the CONTRACTOR in accordance with the payment provisions set
forth in Exhibits A and A-1, subject to the limitations set forth in this AGREEMENT. The total
amount payable by County to CONTRACTOR under this AGREEMENT shall be increased by
$42,544.00, for a total amount not to exceed the sum of $366,079.00.
2. Amend first sentence of Section 3 of AGREEMENT, Term of Agreement", to read as
follows:
The term of this Agreement is from June 3, 2008 to December 31, 2009, unless sooner
terminated pursuant to the terms of this Agreement.
3. Amend Section 4 of AGREEMENT, Additional Provisions/Exhibits", to read as
follows:
The following attached exhibits are incorporated herein by reference and constitute a part
of this Agreement:
Exhibit A Scope of Services/Payment Provisions
Exhibit A-1 Scope of Services/Payment Provisions
4. Except as provided herein, all other terms and conditions of AGREEMENT, as amended
by Amendment No. 1, shall remain in full force and effect.
5. If there is any conflict or inconsistency between the provisions of AGREEMENT,
Amendment No. 1 or Amendment No. 2, the provisions of Amendment No. 2 shall
govern.
Page 1 of 2
Amendment No. 2 to Professional Services Agreement
Denise Duffy & Associates, Inc.
Villas de Carmelo EIR
RMA Planning Department
Term: June 3, 2008 December 31, 2009
Not to Exceed: $366,079.00
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A-U012
CONTINGENCY-U012
INCREASE-U012
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TO-U012
$47,749,-U012
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ASSOCIATED-U012
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$107,256,-U012
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$5,549-U012
TO-U012
$47,749,-U012
A-U012
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EXCEED-U012
$473,335-U012
TO-U012
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FUNDING-U012
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FULLY EXECUTED AMENDMENT NO. 2*
�IN WITNESS WHEREOF, the parties hereby execute this Amendment No. 2 as follows:
COUNTY OF MONTEREY
By:
CONTRACTOR*
Denise Duffy & Associates, In
Director of Planning
Date: //tl~ By:
Approved as to Form
By:
Deputy County Counsel
Date: 6' /--05
Approved as to Indemnity, Insurance Provisions
By:
Risk Management
ice Wesident
Its: feinti3t 9V41, Yrol
Name and Title)
Date: 0 Jq
By:
Contractor's Business Name
Signature of Secretary, Asst. S
Assistant Treasurer)
Its: D-alvti st Q/ffx, $ecref#~-
Name d Title)
Date: 1 5 o 1
Date:
*INSTRUCTIONS: IF CONTRACTOR is a corporation, including limited liability and non-profit corporations, the
full legal name of the corporation shall be set forth above together with the signatures of two specified officers. If
CONTRACTOR is a partnership, the name of the partnership shall be set forth above together with the signature of
a partner who has authority to execute this Agreement on behalf of the partnership. IF CONTRACTOR is
contracting in an individual capacity, the individual shall set forth the name of the business, if any, and shall
personally sign the Agreement.
Pace 2 of 2
Amendment No. 2 to Professional Services Agreement
Denise Duffy R. Associates. Inc.
Villas de Carmelo EIR
RMA Planning Department
Tenn: June 3, 2008 December 31, 2009
Not to Exceed: 5366,079.00
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FULLY EXECUTED AMENDMENT NO. 2*
�EXHIBIT A-1- SCOPE OF SERVICES / PAYMENT PROVISIONS
Denise Duffy & Associates, Inc.
Proposal for Planning Services for Villas de Carmelo EIR
Additional Tasks May 13, 2009
DD&A originally submitted a scope of work for planning services in April 2008 with the
original EIR scope of services. The Scope of Services was resubmitted on January 29,
2009. Based on our communications with County staff, we are herby resubmitting this
May 2009 revised scope and budget for consideration and processing.
Additional Tasks Requested by the County. The County has requested planning
assistance for tasks related to the Villas de Carmelo Project. These tasks are outlined
below and are in addition to tasks identified and contracted in the EIR scope of work.
Tasks include staff planning assistance with hearings, including preparation of draft
staff reports and project findings, compiling conditions of approval, and providing
hearing assistance for processing the project.
These tasks include:
1) Project Initiation for Planning Services. DD&A shall initiate this project with a
project meeting to include discussion of schedule, project milestones, and review of staff
planning procedures to facilitate communication between County departments during
the hearing phase of the project. DD&A will coordinate with the County's webmaster
for posting of project-related information. This task assumes one meeting/conference
call with the County and applicant.
Work Product: Draft Schedule
2) Review Staff Reports Templates and Compilation of Applicable Conditions of
Approval for Project. DD&A will review and compile applicable County templates for
staff reports in order to conduct tasks below. This task includes compilation of standard
and project conditions from County Departments. This task assumes one conference
call with the County and calls with each pertinent County Department to discuss project
conditions. It is assumed that the County planner will assist with provision of
conditions from other departments.
Work Product: Draft Standard Conditions
3) Preparation of Public Notices for Public Hearings and CEOA Action. DD&A using
approved templates for County notices, will prepare the hearing notices in draft form
for review and approval for use by the County for public notices for each of the three
hearings proposed. At the direction of the County, DD&A staff will coordinate posting
the site also.
Work Products: Draft and Final Notices for Subdivision Hearing, PC
Hearing, and Hearing at Board of Supervisors
Page 1 of 5
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$473,335-U012
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FULLY EXECUTED AMENDMENT NO. 2*
�EXHIBIT A-]. SCOPE OF SERVICES / PAYMENT PROVISIONS
4) Preparation of Draft Staff Report for Use by Hearing Bodies.
Staff Reports: DD&A will prepare and submit a draft staff report and, based upon one
set of comments from the County, prepare a final staff report for use by Monterey
County Planning Department to present at one hearing each of the following hearing
bodies: Subdivision Committee, Planning Commission, and Board of Supervisors.
Work Products: Draft and Final Staff Report for one hearing at each of the
following hearing bodies: Subdivision Hearing, PC Hearing, and Hearing at
Board of Supervisors. Assumes one draft and one final staff report work product.
CEOA Findings: In addition, DD&A will prepare and submit a draft set of CEQA
Findings and a draft CEQA Resolution for review and use by the County. DD&A will
revise the findings based upon one set of comments from the County and prepare one
final set of findings for use by Monterey County Planning Department. The findings will
be based upon the analyses provided in the Final EIR pursuant to requirements of
CEQA.
Work Products: Findings. Assumes one draft and one final work product.
Project Findings: DD&A will prepare one set of recommended Findings and Evidence
for Consideration of Approval of the Project for consideration by the hearing bodies.
Work Products: Findings. Assumes one draft and one final work product.
Conditions of Approval: DD&A will coordinate, compile, and edit a set of project
conditions provided by County Departments and other agencies and work with the
Planning and Building Department to convert EIR mitigation measures into project
conditions of approval. For this task, DD&A assumes that the Planning Department
shall forward conditions from County Departments to DD&A.
Work Products: Conditions. Assumes one draft and one final work product.
5) Meetings and Hearings. In addition to the meetings identified in the EIR scope of
work under a separate contract process, DD&A will attend, present, and provide
meeting materials for the following hearings and County conferences/meetings: one for
project conditions; one for findings; and one each prior to the hearing at the Subdivision
Committee, Planning Commission, and Board of Supervisors. This scope of work
assumes six meetings or conference calls relative to preparation of the tasks identified
above. In addition, this scope includes attendance at an additional hearing. The scope
of work for the EIR includes one Planning Commission Meeting and one Board of
Supervisors hearing attendance; this scope includes an additional hearing attendance at
the Subdivision committee level.) Additional meetings or hearing attendance will be
Page 2 of 5
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TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2*
�EXHIBIT A-1- SCOPE OF SERVICES / PAYMENT PROVISIONS
billed at a time and materials basis against the contingency for the project. See the EIR
scope of works 2)
6) Materials. DD&A will prepare a Powerpoint presentation in the typical format for
hearings at the initiation of the County hearing process. This presentation will be
reviewed and approved by the County planning staff and used for the three hearing
bodies.
Additional Tasks Requested by the County. To complement tasks outlined in the
scope of work, additional assistance and project management support may be required
in order to maintain an acceptable project processing schedule. DD&A will be available
for additional services and meetings on a time-and-materials basis and upon request. 8
Task Description Task Total
Rate 1)
1) Project Initiation $970
2) Staff Reports, Condition Correspondence & Public
Notices
$1,780
3) Draft Findings/ Condition Language $9,870
4) Prepare Final Project Staff Reports and CEQA
Resolutions
$16,550
5) Coordination, Conference Calls and Meetings. Additional
Hearing
$5,210
6) Preparation of Presentations and Materials $2,365
Expenses phone, fax, reproduction, mileage, courier) $250
Total cost labor & expenses) $ 36, 995
See EIR scope of Work, 2008.
2 Task for Meetings
The EIR contract scope and cost estimate includes attendance at one kickoff meeting; one public scoping
meeting; one progress meeting during Administrative Draft EIR preparation; and two meetings to address
County staff comments on the Administrative Draft EIR". These meetings have been completed. No further
meetings for the EIR remain in the EIR contract. The scope of work for the EIR includes two hearings: one
Planning Commission and one Board of Supervisors. The scope further states that DD&A will be
available for additional meetings on a time-and-materials basis." Meetings and hearing time identified
herein are in addition to the EIR contract as noted above and include time for preparation of presentation
materials.
3 Assumptions for this contract: Additional work products beyond those identified will be billed under
additional services at DD&A billing rates. The work products identified presentation, staff report, findings
and conditions) will be reviewed and approved by the County planning staff and used for the three hearing
bodies. Once accepted by the County, this contract assumes that these will not require substantial changes.
Additional responses to comments or response to correspondence received after the close of the public
review period on the ElR is not included in the above tasks and would be considered upon request as an
additional service.
Page 3 of 5
BIB]
40025-U01
FULLY-U02
EXECUTED-U02
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
FUNDING-U02
AGREEMENT-U02
NO.-U02
A-11226-U02
CARMEL-U02
HOSPITAL-U02
DEVELOPMENT,-U02
LLC-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82444-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
BOYDA-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2*
�EXHIBIT A-1- SCOPE OF SERVICES/PAYMENT PROVISIONS
PAYMENT PROVISIONS
Invoices for services performed under the AGREEMENT shall be submitted monthly by the tenth day of the
month) and shall include the following:
1. Invoice Coversheet
Denise Duffy & Associates, Inc.
Environmental Impact Report for the Villas de Carmelo
Date:
Invoice No.
Agreement Term: June 3, 2008 to December 31, 2009
Agreement Amount: $ 323,535.00 $281,335.00 base budget plus $42,200.00 project contingency)
Amendment No. 1: Extension of Term Only to August 31, 2009
Amendment No. 2: $42, 544.00 $36,995. 00 base budget phis $5,549. 00 project contingency)
Total Agreement
Amount.-
$366,079.00 $318,330.00 base budget plus $47,749. 00 project contingency)
Prior Invoices: $
Under this Agreement)
This Invoice: $
Remaining Balance $
Approved as to Work/Payment.-
Elizabeth Gonzales, Associate Planner
Date
All Invoices Are To Be Sent To:
Jaime Martinez, Accounting Technician
County of Monterey Resource Management Agency Planning Department
168 W. Alisal Street, 2a Floor, Salinas, CA 93901
Telephone: 831) 755-4829
Page 4 of 5
BIB]
40025-U01
FULLY-U02
EXECUTED-U02
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
FUNDING-U02
AGREEMENT-U02
NO.-U02
A-11226-U02
CARMEL-U02
HOSPITAL-U02
DEVELOPMENT,-U02
LLC-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82444-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
BOYDA-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FULLY EXECUTED AMENDMENT NO. 2*
�EXHIBIT A-1- SCOPE OF SERVICES/PAYMENT PROVISIONS
2. Invoice Detail
Each invoice shall indicate the hours worked by task and by staff member, with the corresponding billing
rates.
3. Transfer from Project Contingency Account
Transfer of funding from the Project Contingency Account increase total contingency by $5,549.00 for a total
not to exceed $47,749.00) requires the prior written approval of the Director of Planning and the Project
Applicant.
A recommendation for such a transfer shall be presented in writing by CONTRACTOR to the Project Planner,
with a duplicate original delivered to the Contract Administrator, at the earliest possible date. The
recommendation shall include:
The dollar amount;
The anticipated date the funded work would begin;
The duration of the work;
The entity CONTRACTOR or subconsultant) to whom the funds would be
transferred/allocated; and
The justification for the expenditure.
Within five working days of receipt of the recommendation, the Project Planner and Contract Administrator
will have contacted CONTRACTOR to discuss its recommendation and will have made a recommendation to
the Director of Planning, or in his absence, the Assistant Director. Within ten working days thereafter, the
Director of Planning or the Assistant Director will approve, deny, or approve a revised version of the
recommendation received from CONTRACTOR, and will send her decision in writing to the Project
Applicant, and CONTRACTOR.
Unless he denies the recommended transfer, the Director or Assistant Director of Planning will ask the Project
Applicant to make a decision within five working days regarding the recommended transfer from the Project
Contingency Account. If necessary, reasonable efforts will be made to reach a compromise.
Upon receipt of the Project Applicant's written approval by the Director of Planning or the Assistant Director,
the funding transfer will be made. At the same time, a letter authorizing the work funded by the approved
transfer will be sent to CONTRACTOR.
Page 5 of 5
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40025-U01
FULLY-U02
EXECUTED-U02
AMENDMENT-U02
NO.-U02
2-U02
TO-U02
FUNDING-U02
AGREEMENT-U02
NO.-U02
A-11226-U02
CARMEL-U02
HOSPITAL-U02
DEVELOPMENT,-U02
LLC-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75372-U03
AI81802-U03
DO82444-U03
C5-U03
AGREEMENTS-U03
7/30/2009-U04
BOYDA-U04
13706-U05
2-U06
A-U07
APPROVE-U07
AMENDMENT-U07
NO.-U07
2-U07
TO-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
NO.-U07
A-11225-U07
DENISE-U07
DUFFY-U07
&-U07
ASSOCIATES,-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
7/8/2009-U011
INC.-U012
DDA)-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$366,079-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
ENVIRONMENTAL-U012
IMPACT-U012
REPORT-U012
EIR)-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
B.-U012
APPROVE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
FUNDING-U012
AGREEMENT-U012
NO.-U012
A-11226-U012
CARMEL-U012
HOSPITAL-U012
DEVELOPMENT,-U012
LLC-U012
BASE-U012
BUDGET-U012
IS-U012
INCREASED-U012
BY-U012
$36,995-U012
TO-U012
$318,330-U012
COUNTY-U012
SURCHARGE-U012
IS-U012
INCREASED-U012
BY-U012
$6,289-U012
TO-U012
$107,256,-U012
A-U012
CONTINGENCY-U012
INCREASE-U012
OF-U012
$5,549-U012
TO-U012
$47,749,-U012
A-U012
TOTAL-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$473,335-U012
TO-U012
ALLOW-U012
FUNDING-U012
TO-U012
MONTEREY-U012
COUNTY-U012
COSTS-U012
INCURRED-U012
BY-U012
DDA-U012
COUNTY-U012
DEPARTMENTS-U012
TO-U012
PROVIDE-U012
ADDITIONAL-U012
SERVICES-U012
ASSOCIATED-U012
EIR-U012
VILLAS-U012
DE-U012
CARMELO-U012
PLN070497)-U012
IN-U012
CARMEL,-U012
COASTAL-U012
ZONE,-U012
A-U012
TERM-U012
THROUGH-U012
DECEMBER-U012
31,-U012
2009;-U012
C.-U012
AUTHORIZE-U012
DIRECTOR-U012
OF-U012
PLANNING-U012
TO-U012
EXECUTE-U012
AMENDMENT-U012
NO.-U012
2-U012
TO-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012