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HomeMy WebLinkAboutAgenda Report - December 16, 2009 D-08AGENDA ITEM tl**15 CITY OF LODI ,. COUNCIL COMMUNICATION AGENDA TITLE: Accept Water Meter Program Privately -Contracted Meter Installation Guide MEETING DATE: December 16,2009 PREPARED BY: Public Works Director RECOMMENDED ACTION: Accept Water Meter Program Privately -Contracted Meter Installation Guide. BACKGROUND INFORMATION: Assembly Bill 2572, adopted in 2004, requires water meters for all connections to be installed by 2026. Over the course of the past four years, City Council has taken several actions and received considerable information regarding the installation of water meters throughout the community and the implementation of usage -based water rates. At this time, staff is requesting that City Council accept the Water Meter Program Privately -Contracted Meter Installation Guide (Guide) in order to activate the self -installation period. At the May 2, 2007 City Council meeting, the Water Meter Retrofit Policy was adopted. The primary objectives of the Water Meter Retrofit Policy were to accelerate the installation of residential water meters and shorten the time period during which customers would be paying for water on a flat rate versus a usage basis. The first phase of the program is the self -installation period as represented in the program schedule below. Self -Installation Period Install Pre -Paid Meters Install All Meters Adopt Advisory Water Rates Adopt Final Water Rates Issue Usage -Based Water Bills January — December 2010 Completed except for 624 By December 2013 December 2009 December 2010 January 2011— 2,900 customers January 2012 — 6,900 customers January 2013 — 9,800 customers January 2014 —16,300 completed The Guide (ExhibitA) establishes the procedures and requirements for property owners to follow if they choose to accelerate the installation of their water meters. Requirements presented in the Guide are almost identical to the requirementsto be placed on the contractor(s) that will install meters during the 2011— 2013 period under a City contract. An important exception is there are no prevailing wage requirements in the Guide. Staff does not representthat costs of installing a meter underthe Guide provisions will be higher or lower than the price obtained through City bidding procedures. The pricing structure for installing more than 13,000 meters would be advantageous over single -installation pricing. APPROVED: Blair King, Cita pager K:\WP\PROJECTS\WATER\Meters\CP rivatelyContractedMeterl nstallationGu ide.doc 12/8/2009 Accept Water Meter Program Privately -Contracted Meter Installation Guide December 16, 2009 Page 2 A brief summary of the Guide's important elements is provided below. 1. A contractor licensed in the State of California is required. 2. Insurance and warranty bond (in the amount of the contract) is required. 3. Properties are ineligible if the existing service is in the backyard and the transmission main in the backyard is scheduled to be relocated to the fronting street. 4. A no -cost encroachment permit is required from Public Works and inspections will be provided at no cost. 5. A plumbing permit (estimated cost $75) is required from the Building Division if there are any modificationsto the service piping. 6. A %-inch water meter and electronic radio transmitterwill be sold by the City at the Municipal Service Center at a price of approximately $300. 7. A one-year warranty period is required that begins upon sign -off of the encroachment permit. FISCAL IMPACT: Not applicable. FUNDING AVAILABLE: Not applicable. J&,—. J,, U F. Wally §randelin Public Works Director FWS/pmf Attachment K:\WP\PROJECTS\WATER\Meters\CPrivatelyContractedMeterinstallationGuide.doc 12/2/2009 RMC City of Lodi Water ancfnvironmert Residential Water Meter Program Privately -Contracted Meter Installation Guide In compliance with State of California policy and regulations and as directed by the Lodi City Council, this guide has been prepared to inform property owners within the City of Lodi (City) of the opportunity to arrange for their water meter to be installed by a qualified contractor of their choice. This optional method for meter installation is only available during 2010. If a property owner elects to participate in this optional self -contracting program, he or she will be taking on significant responsibilities and the cost for the work of installing a meter, including the cost of the meter, modifying a water service line and repairing damage caused by them or their contractor to any City -owned facilities and improvements. Those property owners who elect not to participate will have their water meter installed under a City public works contract that will be constructed by a City contractor beginning in 2011 and complete by the end of 2013. The information provided in this guide is intended to assist property owners in making a decision whether to participate in the optional privately -contracted meter installation program and to disclose the responsibilities and costs that would be placed on property owners who do choose to participate. Note that all residential properties within the City limits are required to be metered under the City's residential water meter program. 1 Introduction to the City of Lodi Water Meter Program The following is intended to provide some background and basic information for the residential Water Meter Program. 1.1 What is the Water Meter Program? • The vast majority of water connections in the City are unmetered, and water customers are charged flat rates for water based on the number of bedrooms in the dwelling unit. • City is embarking on a four year program (20 10 through 2013) to install water meters for all unmetered residential water service connections in the City • Program is concurrent with a capital improvement project that would relocate and upsize existing undersized water mains located in rear yard easements. 1.2 Why is the City implementing the Water Meter Program? • In 2004, the State Legislature passed and the Governor signed into law Assembly Bill 2572 requiring metering of all water services by January 1, 2025. These requirements are contained in Water Code Section 527. • Lodi City Council voted to accelerate compliance with State law in May 2007. • Metering of water usage will help promote water conservation and will provide more equitable billing based on actual usage than the current flat rate water billing system. 1.3 How will the City implement the Water Meter Program? • The program will be implemented over fours year (2010 through 2014), during which time all residential water customers within the City will be converted from a flat rate water bill to usage based water bill. City of Lodi Water Meter Program Privately Contracted Meter Installation Guide • The City Council has determined that property owners who qualify will be given a one year opportunity to arrange for their own installation of water meters; this Privately - Contracted Meter Installation program will be in effect until the end of December 2010. o The details of eligibility to privately contract for water meter installation are provided later in this document (Section 3). o Not all residential properties are eligible. o Eligible property owners who elect to privately contract for meter installation will be required to hire a qualified contractor and obtain applicable permits from the City, and will bear the entire cost for installation and permitting directly. Further, eligible property owners who pursue this option will be responsible for any additional City costs to repair damage to City facilities and improvements caused the property owner's meter installation contractor. • For those property owners who elect not to privately contract for their meter installation, the City will install your meter during the three year period from January 2011 to December of 2013. o Installations of new meters and, in some areas, new water mains, will be performed in approximately three phases, roughly one phase for each year of the Water Meter Program. The properties included in each phase have not yet been determined; however each property owner will be informed well in advance of construction. o Property owners who elect to have the City install their meter, or who are not eligible for privately contracted meter installation, will be billed by the City for the cost of meter installation. This cost will vary depending on the existing water service connection at a given property, as described in Section 4. o Under the City -Installed option, property owners would choose between a one- time payment in full or amortized payments over time at a low interest rate, which would be added to the monthly water bill or billed separately if the dwelling unit is not owner -occupied. 1.4 How much will it cost to have a Water Meter installed? The cost of meter installation will vary depending on whether you privately contract for your meter installation or have the City install your water meter for you. Refer to Section 4 for additional details. In either case, property owners are responsible for the cost of installing a new meter. Under the Privately Contracted Meter Installation option, property owners are also subject to City permit fees and potential City repair costs should there be any damage to or impacts on the City water system resulting from the privately contracted meter installation work. 1.5 Am I required to participate? • Only the few properties that already have water meters are exempt (these properties have already paid the meter and installation cost). These properties typically include new homes and existing homes that have undergone significant improvements since 1992. • All properties without water meters are required to have a meter installed, and to pay all applicable permitting and installation fees, to continue their water service. • Participation is mandatory for all property owners. Tenants are not responsible for meter installation. Tenants will continue to receive notices regarding the project, however, to keep City of Lodi Water Meter Program Privately Contracted Meter Installation Guide tenants informed of construction progress. Tenants may want to discuss water meter costs with the property owners relative to leases or rental agreements. 1.6 How will this impact my water bill? Once meters are installed and meter reading begins, water bills will transition from a flat -rate to a usage -based pricing system. Because the new water bills will be usage based, each month's bill will vary, and the average bill for the year may be higher or lower than the current flat rate bill, depending upon water usage. Flat rate and usage based bill comparisons will be provided for a period of time prior to the transition to usage based water bills. All property owners will be billed based on water usage basis starting no later than December 2014. 1.7 How else might I be impacted by this project? Installation of new water mains and water meters by the City will require construction in City streets and at over 13,000 residential properties between March 2011 and November 2013. This construction will create some disturbances, though every effort will be made to minimize disruption to the community. The City will send future notifications to property owners and residents to keep you informed of our progress and to let you know when we anticipate construction activities in your neighborhood. During construction, it may be necessary to temporarily discontinue water service to some properties for short periods of time during meter installation and water main relocation. These outages typically can last from 4 to 6 hours. The City will send notifications to property owners and residents in advance of these disruptions to allow you to make appropriate arrangements for a short interruption in water service. In many cases, installation of a new water meter will require only minor construction in the front or rear yard of a property, with minimal disruption to existing landscaping. However, construction impacts may be greater if the existing water service line is relocated from the property's rear yard to its front yard when the rear yard water main is relocated, or if relocation of the service is required for some other reason. The City will contact property owners during the design for each construction phase to identify these cases and potential impacts to existing landscaping, walkways or driveways. 1.8 Who can I call if I have questions or concerns? • Contact the Water Meter Program Administrator: o Mr. Tom Dugan, Program Administrator o Phone: (209) 333-6706 o Hours: Normal business hours (M -F, 9:00 AM to 5:00 PM). o Email: pwdept@lodi.gov 2 Getting Started The following presents the Privately Contracted Meter Installation program and requirements. Property owners should review this information carefully in considering whether to select this option for water meter installation. 2.1 Forms and Information The following attachments to this Guide are provided to assist property owners in determining whether to pursue private contracting for meter installation. City of Lodi Water Meter Program Privately Contracted Meter Installation Guide • Encroachment Permit Application and General Provisions • Building Permit Application • Water Meter Installation Standard Details and Specifications • Minimum Private Contract insurance Requirements • City of Lodi Public Works Department Fee and Service Charge Schedule • Warranty Security Letter of Credit Form 2.2 How to Identify Your Existing Water Service Each property owner must identify the type of water service that serves their property. This is required to assess eligibility for the privately contracted meter installation option. • The first step in determining whether to participate in this option is to make sure the property has not already paid for a water meter. The Program Administrator can assist with determining which properties are on record as having paid for a meter. If your property is one of these, then you do not need to participate and you will not be charged for a meter installation. Property owners may have receipts and records that can serve as proof of payment. Copies of these documents should be provided to the Program Administrator to reconcile with the City's records. • Both your eligibility for Self Installation and your cost for the City -installed option are dependent of the type of existing water service at your property. Determining the type of connection requires finding an existing valve box (Rich Box) or meter box in the front or rear yard of your property. • The majority of water connections are located in the front yard of a property. Start there when locating your service connection. Refer to Figure 1, which illustrates typical water service installations and their locations. • If you cannot locate the connection in the front yard, it may be located in the rear yard of your property. Existing rear yard connections will be Rich Boxes. Refer to the descriptions and photos in Figure 1 above for help in identifying a Rich Box connection in your rear yard. • If you cannot determine where your connection is located (front or rear yard) or what type of connection is currently installed, please contact the Program Administrator for assistance. Please, attempt to determine the type of meter connection you have before calling, as investigating this on your own will take only a few moments in most cases. 2.3 Deciding to Privately Contract for Meter Installation • Not all properties are eligible for private contracting for meter installation. Refer to Section 3 for details. • If your property is eligible, carefully consider the requirements and responsibilities outlined in Section 3, as property owners who elect to privately contract are agreeing to carry out the project in accordance with specific requirements and City codes and agree to accept financial risk should the work result in damage to City facilities, requiring City repairs. Should complications arise during construction, the cost to complete the project may exceed the cost to have the City install your meter for you. • Should you elect to privately contract, please return the included Notice of Intent to Privately Contract to the Program Administrator and await confirmation as described in Section 3. AhFigure 1 %V Identifying The Existing Water Service Connection Locating your existing connection Examine the exterior perimeter of the house for pipes penetrating the wall (3/4 -inch to 1 %:-inch pipe). If identified, the service connections will normally extend perpendicular from the house to the sidewalk, backyard fence, or alley. Walk perpendicular from the house and examine the areas described to the right. If electrical poles are present within backyard, this likely means there is a Public Utility Easement (PUE) within you backyard. The service connection would be located within that PUE. Common problems with locating a water service connection: • A box may have become buried • A structure (shed, deck, planter, driveway) may have been constructed over the box • The box top may have been broken, plugged or become misplaced • A box may be covered by bushes or other plants and landscaping Typically located behind the sidewalk, within 3 -ft, on the property. May be located in driveways, walkways, landscaping or edge of street Typically located within 3 -ft of property line (rear fence commonly defines the property line) Some backyards may backup to an alley. Typically located within 3 -ft of property line (rear fence commonly defines the property line) Some alleys may run along the side of a house which may be where meter boxes or Rich Boxes are located. 0 Can't find your connection? Contact the Program Administrator for assistance. Identifying the type of connection Houses constructed pre -1979 will likely have a Rich Box connection located in backyard easements or alleys. Houses that have undergone significant renovations (remodels, pools) may have a meter box as a permit requirement. Houses constructed post -1979 likely have a meter box, typically located in the front yard. The City may have installed a meter box if the water service was recently repaired by City crews. Approximate Dimensions: 36 -inch by 22 -inch May be labeled: "Water" or "Water Meter" Approximate Dimensions: 5 % inch diameter May be labeled: "Water" City of Lodi Water Meter Program Privatelv Contracted Meter Installation Guide • Should you elect to have the City install your meter, you are not required to do anything at this time. The Program Administrator will contact you via notices and mailings in the future to determine your preference for payment (one time or monthly payments) and to update you on the schedule for the project. 3 Privately Contracting for Meter Installation 3.1 Determining Eligibility • For those owners of eligible properties who elect to privately contract for their meter installation, the period for privately contracted meter installation will expire on December 31, 2010. All construction must be completed by the property owner's qualified contractor and inspected and accepted by the City by January, 2010. • Eligibility can be determined using the following Flow Chart No. 1. • If a property owner is in possession of a building permit that has required payment for City forces to install a meter at the property, the property owner is eligible to select the private contracting option as set forth herein. Your payment to the City would be refunded. • If a property owner is in possession of a building permit that has required it to pay for City forces to install a meter at the property, the property owner can wait until the City installs the meter as part of the meter program. The property owner's payment for the meter would be refunded, but would later be charged for the meter installation as required under the Water Meter Program. • Important notes: o Only property owners can elect to privately contract for water meter installation. Tenants are not responsible for water meter installation o Rear yard connections are potentially eligible for private contracting of meter installation. Only those water services connected to 6 -inch and larger rear yard water mains are eligible. Those properties connected to smaller than 6 -inch mains are not eligible for privately contracted meter installation because these water services will be relocated by the City to the front yard and connected to a new replacement water main to be constructed in the street. The undersized rear yard main will then be abandoned. 3.2 Privately Contracting for Meter Installation Process, Requirements and Responsibilities • The process for applying for and performing the privately contracted meter installation is depicted in Flow Chart No. 2. • Important notes: o Upon deciding to privately contract for meter installation, the property owner must complete, sign and return the Notice of Intent to Privately Contract postcard included at the end of this guide to the Program Administrator. o Owners of eligible properties must return this notice no later than December 1, 2010 to allow adequate time for verifying eligibility and the permitting and meter installation process. The City also intends to assign meter inspection times to avoid a logjam of meter installations at the end of the year. o A condition assessment of the property's water service will be scheduled by the Program Administrator after receiving the Notice of Intent to Privately Contract. The condition assessment will verify that the water service meets the eligibility criteria and that the City of Lodi Water Meter Program Privatelv Contracted Meter Installation Guide work can be performed with low risk of contamination of the City's potable water distribution system. • Do not proceed with privately contracting for your meter installation until you have received confirmation from the Program Administrator that you are eligible. • By electing to privately contract for meter installation, property owners are agreeing to fulfill many important requirements and responsibilities. o An Encroachment Permit must be obtained prior to or upon purchasing the water meter at the Municipal Services Center. A separate building permit may also be needed. o The property owner is responsible for finding and hiring a licensed, bonded and insured contractor to perform this work. ■ Required California contractor's license shall be Class C36 or better ■ Bonds are required at the value of the construction contract ■ Insurance requirements ($1,000,000) ■ For additional information on licensed contractors in the State of California, contact the Contractors Licensing Board (website: www.cslb.ca.gov). o All installations must be done in accordance with City of Lodi Standard Plans and Construction Specifications. City Standard Plans can be obtained at no cost from the City's website: http://mapguide.lodi. og v/depts/pw/std/stdplans.html or for $20 at the Public Works Department. The Standard Construction Requirements are only available at the Public Works Department at a cost of $20. o This construction will impact a public water supply source. Installation must comply with applicable health and safety codes (refer to the Standard Plans and Construction Specifications). o Property owner is responsible for all building permit fees (See Section 4) and for obtaining all required inspections. o The property owner assumes all risk for damage to the City's water system, including damage to existing isolation valve at the point of connection to the main or at existing Rich Box. The City may treat damages as emergency situations, and respond to repair such damages as required. Any work performed by the City will be billed to the property owner on a time and materials basis. o The property owner is responsible for all modifications to and restoration of existing landscaping on the property. o The property owner is responsible for obtaining a water meter from the City. Once the property owner obtains the meter, the property owner assumes responsibility for maintaining the meter in good condition through installation. Replacement meters will result in additional costs to the property owner. o Property owner is responsible for ensuring that Underground Service Alert (USA) is contacted prior to any excavation, as required by California law. City of Lodi Water Meter Program Privately Contracted Meter Installation Guide 4 Cost of Meter Installation and Payment Options 4.1 Private Contracting for Meter Installation Property owners selecting this option for meter installation should contact a qualified construction contractor to obtain a price quote for the work. The property owner is responsible for all aspects of finding and contracting with its contractor. See Section 3 for contractor minimum qualifications and other requirements. Permit fees will be paid directly to the City, in accordance with the Payment Schedule shown below at the time of submitting permit application. Refer to Section 2 for help in identifying the existing meter installation type. • Additional City costs associated with any damage or repairs required due to the property owner's contractor will be charged to the property owner based on the City of Lodi Public Works Department Fee and Service Charge Schedule attached at the end of this guide. Privately Contracted Meter Installation Option Payment Schedule for Property Owners Not Prepaid Notes: 1. Assumes no plumbing modifications are required to install meter. 2. Purchase price of meter and radio transponder from City of Lodi will be based on actual purchase cost plus a fifteen percent handling fee. 3. Non-standard items include box size, cover material, plumbing ready to accept standard meter, box condition, and vertical elevation change for piping. 4.2 City -Installed Meters • Property owners who elect to have the City install their meter, or who own properties that are not eligible for Self Installation, will be billed in accordance with Payment Schedule shown below. Refer to Section 2 for help in identifying the existing meter installation type. Cost of Cost of Encroachment Building Installation Type Meter Construction Permit Fee Permit Fee Standard meter box with $200(2, Contact a $78 Exempt no meter installed (2) Contractor for Quote Non-standard meter box $450(2, Contact a $78 Exempt with no meter installed') Contractor for Quote Rich Box in front yard, $200(2, Contact a $78 Exempt no other plumbing Contractor for modifications Quote Rich Box in front yard, $200(2, Contact a $78 $75 service relocation or Contractor for other plumbing Quote modification Rich Box in rear yard $200(2, Contact a $78 $75 Contractor for Quote Notes: 1. Assumes no plumbing modifications are required to install meter. 2. Purchase price of meter and radio transponder from City of Lodi will be based on actual purchase cost plus a fifteen percent handling fee. 3. Non-standard items include box size, cover material, plumbing ready to accept standard meter, box condition, and vertical elevation change for piping. 4.2 City -Installed Meters • Property owners who elect to have the City install their meter, or who own properties that are not eligible for Self Installation, will be billed in accordance with Payment Schedule shown below. Refer to Section 2 for help in identifying the existing meter installation type. City of Lodi Water Meter Program Privately Contracted Meter Installation Guide City Installed Meter Installation Option Payment Schedule for Property Owners Not Prepaid Notes: 1. Assumes no plumbing modifications are required to install meter. 2. Purchase price of meter and radio transponder from City of Lodi based on actual purchase cost plus a fifteen percent handling fee. 3. Non-standard items include box size, cover material, plumbing ready to accept standard meter, box condition, and vertical elevation change for piping. 4. Monthly meter payment calculated based on 4% interest per year and 36 equal installments. • For the City -installed meter option, property owners can elect a one-time payment, in full, prior to construction or may elect to pay in monthly installments over a 3 year period. The City will contact you in the future to determine which payment plan is desired. The extended payment plan is subject to change. Estimated Cost if Paid Estimated Cost if Paid in in Full Monthly Installments Installation Type (Single Payment in Full) (Monthly for 3 ears)(4) Standard meter box with no meter installed') $200(2) $6 Non-standard meter box with no meter installed (3) $450(') $14 Rich Box in front yard $1,200(2) $36 Rich Box in rear yard $1,200(2) $36 Notes: 1. Assumes no plumbing modifications are required to install meter. 2. Purchase price of meter and radio transponder from City of Lodi based on actual purchase cost plus a fifteen percent handling fee. 3. Non-standard items include box size, cover material, plumbing ready to accept standard meter, box condition, and vertical elevation change for piping. 4. Monthly meter payment calculated based on 4% interest per year and 36 equal installments. • For the City -installed meter option, property owners can elect a one-time payment, in full, prior to construction or may elect to pay in monthly installments over a 3 year period. The City will contact you in the future to determine which payment plan is desired. The extended payment plan is subject to change. 60�, Flow Chart 1: kvEligibility Chart Privately Contracted Meter Installation (Single Family Residences) Are you the Property Owner? No Not Eligible for Privately Contracted Installation Have you prepaid Yes for your meter or No do you already have a meter? Yes Privately Contracted Installation not required Only the property owner can If you already have a meter, elect Privately Contracted you do not need to do anything Meter Installation option. at this time. If you have prepaid for a meter, the City will install a meter for you at no additional charge. You do not need to do anything at this time. I have an existing meter box or Rich box in my front yard. (Front Yard Connection) 01 OR You may be Complete and return I have been told by the eligible for the enclosed Program Administrator that Privately "Notice of Intent to I am eligible for Privately Contracted Meter Yes Privately Contract" Contracted Meter Installation postcard Installation. Do you want to Where is I have an existing meter box privately contract your existing water service or Rich box in my rear yard or for your meter installation.? The Program located?Administrator side yard (alley). will (Rear/Side Yard Connection) contact you to confirm your eligibility and schedule a condition assessment at your Contact the property. Program No Administrator for assistance Not confirmed Confirmed eligible eligible AND I need help determining OR Condition where my existing connection Condition Assessment is located. Assessment is favorable... .10 The City will install is not your meter at your Refer to favorable cost based on Flowchart 2 City's cost to for next construct. steps. Additional Information Additional Information Additional Information Additional Information Refer to Section Some, but not all, rear -yard and Be sure you understand all of the If you choose to pursue 2 of the guide for side yard connections will be requirements and private contracting for help in locating eligible for private meter responsibilities of the private meter installation, the your existing installation. This depends on the contracting option prior to Program Administrator will connection. water main serving your property. making this decision. confirm your eligibility after Please contract the Program If the City will install your meter, receiving your Notice Of Administrator if you have a rear or the City will contact you Intent and schedule a side yard connection and wish toCondition regarding payment options at a Assessment to pursue privately contracting for later date. You do not need to do determine if your existing installation. anything at this time. connection can be worked on by a private contractor. Flow Chart No. 2: Privately Contracted Meter Installation ProcessF t Confirm Your EligibilityWks Hire Qualified, Licensed Contractor Obtain City Permits Within 2 weeks of receiving your "Notice of Intent to Privately Contract" postcard, the Program Administrator will contact you to schedule a Condition Assessment of your existing water service. The Program Administrator may also inform you that you are not eligible after reviewing your situation. Prior to the Condition Assessment, the property owner is responsible for exposing their existing service from the location of their existing meter box or Rich Box to a point 24" upstream of the valve (towards the water main). If the condition of the existing connection is suitable for private contractor work, the Program Administrator will provide you with a Confirmation of Eligibility Letter. Do not proceed until you have received a Confirmation of Eligibility letter. Obtain Your Water Meter To obtain your water meter, bring a copy of your building permit to: City of Lodi Municipal Service Center 1331 S. Ham Lane (209) 333-6740. Only the property owner or the owner's contractor can obtain a water meter. Once the owner/contractor take possession of the meter, the owner becomes responsible for the meter. An Encroachment Permit will be issued at the time you pick up your meter. Refer to Step 3 for permit requirements. You cannot obtain a meter without an Encroachment Permit. Eligibility requirements include, but are not limited to: • License Type: Class C36 • Minimum Insurance: $1,000,000 (single occurrence or annual limit) • Bonds and Letter of Credit to be furnished: Performance (in amount of construction estimate) and Warranty (1 year from acceptance by City) Additional information regarding contractor bonding and licensing can be obtained through the California Contractors Licensing Board (website www.cslb.ca.gov). Please note that the City cannot provide a recommendation for eligible contractors. Install New Meter (by Owner's Contractor) Contractors must install, disinfect and test new meter, boxes, valves and piping in accordance with City of Lodi Standard Plans and Construction Specifications and all applicable building codes. City Standard Plans can be obtained from the City's website (http:Hmapguide.lodi.gov/ depts/pw/std/stdpla ns.html) or a hardcopy of the Standard Plans and Construction Specifications may be purchased for $20 by visiting: City of Lodi Public Works Department 221 W. Pine Street (209)333-6706 Please note that the emergency number to be called in case of a break or other damage is (209) 368-5735. • IF your property currently has a meter box installed (but no meter), you will need to obtain only an Encroachment Permit from the City. • For all other plumbing modifications, including installing a new meter in place of an existing Rich Box or proposed modifications to the location of the existing service connection, you will need to obtain both a Building Permit and Encroachment Permit from the City. To obtain a permit: • Encroachment Permits will be issued when you pick up your meter (Step 4) • Building Permits are issued at the City's Building Inspection Division: 221 W. Pine Street (209) 333-6714 • Please note that it may take up to 7 days for permit approval. Additional permitting requirements are as follows: • A copy of your Confirmation of Eligibility Letter will be required to obtain your permit. • Only the property owner or the owner's contractor can obtain a permit from the City. • All permit applications require that a qualified contractor be designated. • Proof of contractor insurance and bonding are required. • Permitting and inspection fees must be paid when the permit application is filed. Refer to the Fee and Service Charge Schedule attached to the guide. • All permit applications must include a site plan (8% " by 11") showing the location of the water meter and service connection relative to existing property lines, structures and easements. Refer to the Building Permit Application information attached to the guide. • Failure to obtain a required permit prior to construction will increase the permit charge to nine (9) times the normal amount. Have Work Inspected �_ Wait for Initiation of Meter Reading Do not bury piping or otherwise conceal new work prior to inspection by City Inspectors. Water service will be cut off during installation and until the new meter installation has been inspected and approved. Please plan accordingly. To schedule an inspection, either the home owner or the contactor must contact the City's Building Inspector at (209) 333-6714. Inspections must be scheduled no later than 3:00 P.M. on the day prior to the requested inspection. Upon passing inspection, water service will be restored to your property by the City. Once your meter installation has passed inspection, the Program Administrator will send you a letter confirming the date of acceptance. Please note that meter reading will not begin immediately, and may not start for several months. A final confirmation letter will be sent to you prior to the start of meter reading to let you know when usage -based or comparative billing will begin. Please note that the City may visit your meter installation prior to the initiation of meter reading in order to install an electronic reading device to facilitate automatic meter reading. The cost for this device is included in your meter cost and permitting fees and will be installed at no additional cost. Attachments 1. Encroachment Permit Application and General Provisions 2. Building Permit Application 3. Water Meter Installation Standard Details and Specifications 4. Minimum Private Contract insurance Requirements 5. City of Lodi Public Works Department Fee and Service Charge Schedule 6. Warranty Security Letter of Credit Form 7. Notice of Intent to Privately Contract Postcard Attachment 1— Encroachment Permit Application and General Provisions .;r qty of Lodi Encroachment Permit Public Works Department Application (Construction) Permission is requested to encroach on the City of Lodi's Right of Way as follows: (Complete all items. Use NA, if not applicable. Application is not complete until all required attachments are included.) 1. Permit Address or Street Name 2. Cross Street (Distance and direction from site 3. Applicant _ Name Address City State Zip Phone No. 4. Contractor Name Address City State Zip Office Phone No. 5. Estimated Start Date Cellular Phone No Estimated Completion Date 6. Estimated Cost in City Right -of -Way (Excluding material costs License No. 7. Work Description (Fully describe work within City's Right -of -Way, including any street or lane closures. Attach separate sheet if necessary. Attach complete plans, specifications, calculations, maps, etc., where applicable.): 8. Additional Information (Check one or more of the following): ❑ Sidewalk Replacement/ Installation: Length Lineal feet Sidewalk Width feet (Excluding curb) ❑ Driveway Replacement/ Installation (Check one): ❑ Residential Width Lineal feet ❑ Commercial Width Gutter Type (Check one if applicable): ❑ Square (15" gutter) ❑ Vertical (24" gutter) ❑ Rolled ❑ Utility Work ❑ Excavation Max. Depth Surface Type ❑ Other (Describe): ❑ Driveway ❑ Directional Boring Avg. Depth Conduit: Type Lineal feet ❑ Other_ ❑ Other Avg. Width _ Length Diameter The undersigned agrees to indemnify and save the City of Lodi free and harmless from any liability in accordance with the provisions of Lodi Municipal Code (LMC) Sec. 12.04.040. Permittee is specifically aware of LMC Sec. 12.04.290 thereof relating to the relocation or removal of said encroachment if future construction requires such relocation. Permit void if work not started within 6 months of permit date. The undersigned agrees and understands that a permit can be denied or a bond required for non-payment of prior or present permit fees, that the work will be done in accordance with City of Lodi rules and regulations subject to inspection and approval. Permit application fees are non-refundable. If the work for which this permit has been issued has not been completed within 6 months of permit date, the City of Lodi shall have the right to complete the work, and to file a Cause of Action to recoup the City's expenses in completing the work and for all other costs and fees in accordance with the provisions of the Lodi Municipal Code Section 12.04.120. 19-1 SIGNED OFFICE USE ONLY PERMIT STATUS: FEE: PERMIT NO. [-]PENDING ❑FINAL Minimum amount (Balance to be collected at permit issuance) DATE & TIME RECEIVED ❑DENIED/WITHDRAWN TOTAL FEE: Encroach mentPermitApp.doc 3/12/2004 CITY OF LODI ENCROACHMENT PERMIT GENERAL PROVISIONS 1. REVOCATION: This permit issued by the City of Lodi shall be revocable upon any violation of the provisions as hereinafter provided. 2. ACCEPTANCE OF PROVISIONS: It is understood and agreed by the Permittee that performance of any work under this permit shall constitute an acceptance of the General Provisions. 3. KEEP PERMIT ON THE JOBSITE: This permit, or copy thereof, shall be kept on the jobsite and must be shown to any representative of the Public Works Department, or any law enforcement officer of the City of Lodi on demand. 4. PERMITS FROM OTHER AGENCIES: The party or parties to whom this permit is issued shall, whenever the same is required by law, secure the written order and consent to do any work under an Encroachment Permit from CALTRANS. All work performed within paved areas, traveled ways or improved shoulders of said State Highways shall conform to the current Standard Specifications of CALTRANS. Any permit shall not be valid until such order and consent is obtained. 5. NOTIFICATION TO OTHER AGENCIES: No excavation shall be done until all utility agencies have been notified and have been given the opportunity to mark their facilities in the field. Notification shall be given to USA at (800) 227-2600, 48 hours prior to starting work. 6. MINIMUM INTERFERENCE WITH AND PROTECTION OF TRAFFIC: All work shall be planned and carried out so that there shall be the least possible inconvenience to the traveling public. Permittee is authorized to place flaggers to stop and warn or direct traffic, but traffic shall not be unreasonably delayed. One-way traffic shall be maintained at all times unless otherwise stated on this permit Adequate provisions shall be made for the protection of the traveling public. Placing of lights, barricades, warning signs, other safety devices and other measures required for the public safety shall be the responsibility of Permittee. 7. STORAGE OF MATERIALS: No material shall be stored on any public street, alley, or sidewalk unless approved by the Public Works Director. Any excess earth materials from trenching or other operations shall be removed from the pavement, traveled way, or shoulders as the trench is backfilled or other work carried forward. 8. STANDARDS OF CONSTRUCTION: All work shall conform to City of Lodi Construction Specifications, Design Standards, and Standard Plans. 9. CARE OF DRAINAGE: If the work herein contemplated interferes with the established drainage, provisions shall be made by Permittee to provide adequate drainage as may be directed by the Public Works Director or his representative. 10. REPAIRS: Permittee shall be responsible for restoring to its former condition any portion of the street, sidewalk area or other encroachment which has been excavated or otherwise disturbed by Permittee. Permittee shall be responsible for said work for a period of one year after completion and acceptance of the work by the Public Works Director or his representative. 11. MAINTENANCE: Permittee agrees by acceptance of a permit to exercise reasonable care to maintain properly any encroachment placed in the street or sidewalk area, and to exercise reasonable care in inspecting for and preventing any injury to any portion of the street or sidewalk area resulting from the encroachment. 12. CLEANUP OF JOBSITE: Upon completion of work, the jobsite shall be restored to a condition of order and cleanliness. 13. INSPECTION: A minimum of twenty-four (24) hours notice shall be required for inspection prior to the placing of any backfill, connection to any existing facility, or the placement of any concrete or paving work. 14. APPROVAL: All work shall be subject to approval by the Public Works Director or his representative. 15. DUST CONTROL: Dirt, dust, and mud are to be controlled by Permittee or City has the right to do the work and bill Owner. 16. TRENCHING, BACKFILL AND RESURFACING: All trenching and backfill shall conform to City of Lodi Standard Plans and Specifications. Resurfacing of streets shall be as required by the Public Works Director. Streets shall be resurfaced in kind or with 34nch asphaltic concrete, whichever is greater. Upon request by the City any settlement, sagging of surface, or cracking of pavement shall be repaired immediately by and at the sole expense of the Permittee for a period of one year following the acceptance by the City. 17. PORTLAND CEMENT CURBS, GUTTERS, SIDEWALKS AND DRIVEWAYS: Existing concrete work shall be removed to the nearest score mark or construction joint. Sidewalk and/or curb and gutter shall be cut cleanly and removed for the entire width. All concrete curb, gutter, sidewalk, and/or driveways shall be replaced or constructed to conform to City of Lodi Standard Plans. All concrete work shall be scored and made to conform to adjacent existing concrete work unless otherwise directed by the Public Works Director. 18. LATERAL STREET CUTS: A street cut of 30"by 30" may be made for connection to any mainline. Connecting pipe may be required to be jacked completely under the street paving, curb and/or gutter and sidewalk. The street cut shall be backfilled and repaved in conformance with the City's Standards. 19. LANDSCAPED AREA INSTALLATIONS: Where utilities are to be placed in the parking strip adjacent to the curb and/or sidewalk, Permittee shall take all necessary precautions to protect the existing curb and/or sidewalk and landscaping and shall replace same at its sole expense if damaged. No excavated material or other obstructions shall be placed on the curb and/or sidewalk location or in the gutter. 20. TIME ELAPSED PRIOR TO TEMPORARY AND PERMANENT REPAYING: Temporary or permanent surfacing shall be installed on the same or next working day after the backfilling has been completed or when directed by the Public Works. 21. FRIDAY WORK: No work shall be started on any Friday of any week if the work to be done under said permit is of such nature as to cause pedestrian or vehicular traffic interruption over the weekend if not completed. Attachment 2 — Building Permit Application •, COMMUNITY DEVELOPMENT DEPARTMENT ad Building Inspection Division a 221 West Pine St./PO Box 3006, Lodi, CA 95241-1910 `i~• (209) 333-6714 CONSTRUCTION PERMIT APPLICATION #1 IDENTIFY YOUR BUILDING PROJECT Application Number: Intake Person (office use only) APN: Job Address: Suite or Space # : This permit is to be issued in the name of the (_) Licensed Contractor or (_) the Property Owner as the permit holder of record who will be responsible and liable for the construction. Property Owner Information: Name Mailing Address Project Manager: Tel No Phone Project Type: Commercial Residential PermitType(s): BLDG MECH PLUMB ELEC Scope of Work: Valuation Is Bldg. Sprinklered? Yes No Existing Use: Const. Type: Occupancy: Is Bldg. Conditioned? Yes No Existing/Proposed Well or Septic? Yes No Proposed Use: # of Stories: # of Units: Comm. Sq. Ftg.: Office: Retail: Warehouse: Other: Res.Sq. Ftg.: Total Sq. Ftg. Dwelling: Gar: # of cars Patio/Porch: Deck: (Production Homes Only) Master Plan #: Lic.# Designer, Architect or Engineer Information: Name Plan #: Suffix: Ph # License No.. #2 IDENTIFY WHO WILL PERFORM THE WORK (Complete either 2a or 2b) 2a — CALIFORNIA LICENSED CONTRACTORS DECLARATION I hereby affirm under penalty of perjury that I am licensed under provisions of Chapter 9 (commencing with Section 7000) of Division 3 of the Business and Professions Code, and my license is in full force and effect. Contractor Name and Address: License Number and Class: Contractor Signature 2b — OWNER -BUILDER'S DECLARATION hereby affirm under penalty of perjury that I am exempt from the Contractors' State License Law for the reason(s) indicated below by the checkmark(s) I have placed next to the applicable item(s) (Section 7031.5, Business and Professions Code: Any city or county that requires a permit to construct, alter, improve, demolish, or repair any structure, prior to its issuance, also requires the applicant for the permit to file a signed statement that he or she is licensed pursuant to the provisions of the Contractors' State License Law (Chapter 9 (commencing with Section 7000) of Division 3 of the Business and Professions Code) or that he or she is exempt from licensure and the basis for the alleged exemption. Any violation of Section 7031.5 by any applicant for a permit subjects the applicant to a civil penalty of not more than five hundred dollars ($500).): (_) I, as owner of the property, or my employees with wages as their sole compensation, will do (_) all of or(_) portions of the work, and the structure is not intended or offered for sale (Section 7044, Business and Professions Code: The Contractors' State License Law does not apply to an owner of property who, through employees' or personal effort, builds or improves the property, provided that the improvements are not intended or offered for sale. If, however, the building or improvement is sold within one year of completion, the Owner -Builder will have the burden of proving that it was not built or improved for the purpose of sale.). (_) I, as owner of the property, am exclusively contracting with licensed Contractors to construct the project (Section 7044, Business and Professions Code: The Contractors' State License Law does not apply to an owner of property who builds or improves thereon, and who contracts for the projects with a licensed Contractor pursuant to the Contractors' State License Law.). J:\Community Development\Building Inspection\Forms\Permits\Permit Application 052709.doc 1 of2 (_) I am exempt from licensure under the Contractors' State License Law for the following reason: By my signature below I acknowledge that, except for my personal residence in which I must have resided for at least one year prior to completion of the improvements covered by this permit, I cannot legally sell a structure that I have built as an owner -builder if it has not been constructed in its entirety by licensed contractors. I understand that a copy of the applicable law, Section 7044 of the Business and Professions Code, is available upon request when this application is submitted or at the following Web site: http://www.leginfo.ca.gov/calaw.httnl. Property Owner or Authorized Agent signature. Date #3 IDENTIFY WORKERS' COMPENSTATION COVERAGE AND LENDING AGENCY WARNING: FAILURE TO SECURE WORKERS' COMPENSATION COVERAGE IS UNLAWFUL, AND SHALL SUBJECT AN EMPLOYER TO CRIMINAL PENALTIES AND CIVIL FINES UP TO ONE HUNDRED THOUSAND DOLLARS ($100,000), IN ADDITION TO THE COST OF COMPENSATION, DAMAGES AS PROVIDED FOR IN SECTION 3706 OF THE LABOR CODE, INTEREST, AND ATTORNEY'S FEES. WORKERS' COMPENSATION DECLARATION I hereby affirm under penalty of perjury one of the following declarations: (_) I have and will maintain a certificate of consent to self -insure for workers' compensation, issued by the Director of Industrial Relations as provided for by Section 3700 of the Labor Code, for the performance of the work for which this permit is issued. Policy No. (_) I have and will maintain workers' the performance of the work for which number are: Carrier Name of Agent compensation insurance, as required by Section 3700 of the Labor Code, for this permit is issued. My workers' compensation insurance carrier and policy Policy No Tel No Expiration Date (_) I certify that, in the performance of the work for which this permit is issued, I shall not employ any person in any manner so as to become subject to the workers' compensation laws of California, and agree that, if I should become subject to the workers' compensation provisions of Section 3700 of the Labor Code, I shall forthwith comply with those provisions. DECLARATION REGARDING CONSTRUCTION LENDINGAGENCY hereby affirm under penalty of perjury that there is a construction lending agency for the performance of the work for which this permit is issued (Section 3097, Civil Code). Lender's Name and Address #4 DECLARATION BY CONSTRUCTION PERMIT APPLICANT By my signature below, I certify to each of the following: am (_) a California licensed contractor or (_) the property owner* or (_) authorized to act on the property owner's behalf*. have read this construction permit application and the information I have provided is correct. agree to comply with all applicable city and county ordinances and state laws relating to building construction. authorize representatives of this city or county to enter the above -identified property for inspection purposes. *requires separate verification form California Licensed Contractor, Property Owner* or Authorized Agent**: **requires separate authorization form Signature Date J:\Community Development\Building Inspection\Forms\Permits\Permit Application 052709.doc 2 of 2 Policy and Procedure B COMMUNITY DEVELOPMENT DEPARTMENT Building & Safety Inspection Division 221 West Pine SUPO Box 3006, Lodi, CA 95241-1910 (209) 333-6714 Site Plan Requirements When do I Need to Submit a Site Plan? A site plan is required when exterior work is proposed on a residential property. Typical work requiring the submittal of a site plan includes: • Room additions, garage and carports additions • Decks, patio enclosures, exterior covers and sheds • Garage conversions • Swimming pools and spas • *When installing new exterior windows/doors • * Fences, retaining walls • Site work involving installation of underground electrical and gas lines * (Note: Only when a buildingpermit is required) Information on Site Plan A site plan is an accurate, scaled drawing or map of a piece of property showing its size, shape and the precise location of man-made features (buildings, structures and driveways) on the property. The site plan allows the property owner, the builder and the building inspector to verify the true location of any proposed structure(s); further, the site plan allows the plan check staff to ascertain any proposed new work is located within the setback dimensions according to the adopted codes. Plan Submittal for Construction Quantity Seven (7) site plans are typically required along with any accompanying drawings (floor plan, foundation, framing plan, etc.). Size At least two of the site plans shall be a minimum of 18" x 24" but no larger than 24" x 36", drawn to scale, fully dimensioned, clear and legible. When the proposed work February 2005 only involves electrical, plumbing or mechanical work, seven (7) 8'/2" x 11"site plans are required. Check List The checklist below is a guide to assist homeowners and designers verify the required information is included on the site plan. Please be aware that plans lacking any of these items may delay the plan check review process. 1. Street name, driveway, sidewalk, landscaping 2. Drawing scale, north arrow 3. Lot dimensions, property lines 4. Lot drainage flow arrows (call out slope 1% min. away from structure), grading, swales 5. Easements, utilities 6. On-site water system (septic or well systems, if any) 7. Label and locate existing buildings and other physical structures 8. Label and locate proposed additions, retaining walls and other physical structures 9. Setback distances to property lines, easements and distances to other structures 10. Name and signature of designer A sample illustration is included on the next page listing a similar numbering system. Questions? Specific information regarding the location of property lines, easements, etc., may be requested at Public Works or the Building Safety& Inspection office located at: Address: 221 West Pine Street Phone: (209) 333-6714 Hours: Monday through Friday 8 am — 5 pm J:\Community Development\Building Inspection\2008 Approved Policies & Procedures\Copy of Site Plan Sample.doc Page 1 of 2 Property Line 111.50' F._._.—._.------ ------ ------ ------ --------------- _._._._._.1 -------------- —8' Wide Utility Easement --IF � :I I I 9X10 j Shed f a: II 'A I (Setbacksto P.L.) j I � I I rn L CU I I � I QDrainage flow j I � I I (Dimension) , (Dimension) I i I Drainage 1% min. slope i away from structure i in i I i ^• I i Existing t Q I E: rrrr:fr r Dwelling a y Gas/Electrical I Meters I I I Existing Porch 1 (Side Setback 18' x 6' I to P.L.) I Existing Garage -- 16' x 20' � I � (Setback to P.L.) H I � I o I I I A .In Water, sewer and i electrical connections Driveway N I ❑ ®SCALE 199=101-0"1 i I _.._..------ _.._..------ _.._.._..Street C/L-.._..------ _.._..------ _.._.._..-.._.._.._.._.._.._.. SITE PLAN (Sample Only) Property Owner's Name Property Address and Phone No. A.P.N. (Assessor Parcel Number) Scope of Work ®Designer's Name & Signature Site Area and Lot Coverage J:\Community Development\Building Inspection\2008 Approved Policies& Procedures\Copy of Site Plan Sample.doc Page 2 cf2 o , , BUILDING �°EES COLLECTED `I' PERMIT ISSUANCE �� CITY OF LODE, COMMUNITY DEVELOPMENT DEPARTMENT, 221 W. PINE ST, LODf, CA 95240 PHONE: (209) 333-6714 FAX: (209) 333-6842 BUILDING PEPUMIT FEES EFECTIVE JULY 1, 2009 Building Permit Fee Table lA (page 3) Building Plan Check Fee 60% of building permit fee Table 1A Plumbing Miscellaneous Table 1-1 (page 5) Electrical /Miscellaneous Table 3-A (page 7) Mechanical Miscellaneous Table 1-A (page 9) Disabled .Access 10% of building permit fee Energy 10% residential and 10% non-residential Plan Maintenance 10%of building permit fee (non-residential only.) Cf•rnn r Mnf 9nn Tn-, '- Fen I VnIiintinn X n nnn l F2. Reinspection fee $135.00 -----[ 3. Inspections for which no fee is specifically indicated $135.00 per hour 4'cili�i°oa� n review required by the Building Official (Minimum $135.00 per char - one alf hour) hour 5. Refunds on all permits shall be subject to a $35.00 administrative $35.00 processing fee. ,J:\Community Development\Building Inspection\Forms\Building fee Table July 2009 .doc 5 Attachment 3 — Water Meter Installation Standard Details and Specifications oF= . +CITY OF LODIPUBLIC WORKS DEPARTMENT 1-1/2 )$ & 2" Water Service W- 4 " 4" N1W Vater Line to be above Wastewater Line 18" min. 4" at box) Trench Section Notes 1. Maintain 24" clearance between tap and any coupling, fitting or adjacent tap. Plastic services shall be installed with slack in the line. If the service is installed in the some trench as sanitary service, the water service shall be installed without splices and the trench section shown applies: 2. S.S. liners required on PE pipe fittings 3. Backfill shall conform to Std Plan 501 Sheet 1 of 4 Dr. KT Approved By. STD PLAN 1 9/03 ADDED END CAP Jy: Ch. WS 2 2/04 REVISED PAGE 4 412 'F -3 ----f/-05 REVERSED TRENCH SECTION t n a12/05 Date 2/vv cK <iF'oR' PUBLIC WORKS- A- 1-1/2 11 & 2" Water Service Materials List ..� lCITY OF LODI L/FpRPUBLIC WORKS DEPARTMENT 1-1/2 21 & 2" Water Service Materials List OF OF • PUBLIC 1-1/2 $$ & 2" Water Service Materials List y OFA OF LODI V ,moi O PUBLIC WORKS DEPARTMENT Locate service 12" south or east of lot CL. Street surface Sidewalk -T :ter "=��` • � . .--`-�� L�._'_-__� Support box with brick all around on compacted subgrade (90% RC)— 26"min. 36"m i n. Trace wire #14 solid & coated (TW, THHN, THWN o r MTW) 3 L 45° Bulge pipe 2 for slack 1 " service) See Note 1 —J Secure trace wire around fittings 1 " WATER SERVICE METERED W/ 60W ERT (� Center box over valves. I Set box 1/2" to 1 " above ex. ground or adjacent sidewalk - IIIC�/I'-•M I • I� u f 90'Elbow Sch. 80 PVC Radius per manuf. reqs \1 Optional (Plastic service only) 18" min.#4 rebar — 36" Ig. w/3—#10 wire ties. See note 2. 2"min. House service by others. 18" min. i 3" min. CK4" WW 1 " W Trench Section Notes: 1. Maintain 24" clearance between tap and any coupling, fitting or adjacent tap. Plastic services shall be looped approximately 6" vertically or laterally to provide slack in the line. If the service is installed in the same trench as the sanitary service, the water service shall be installed without splices and the trench section shown applies. 2. Backfill shall conform to Std. Plan 501. Sheet 1 of 4 Dr. KT Ne Date Revision _ _AnnrApproved By: STD PLAN 2 2/05 REVERSED TRENCH SECTION --W4fy Ch. F ",� Ul-5/09 403 3 - F. Date 4 X7/09 CHANGED CUSTOMER VAVLE u� K:\CADD\STDPLANS\403-1 Awg, Layout), 07/15/20091:18:15 PM, jpizzo U ,;• +'►� dCITY OF LOD PUBLIC WORKS DEPARTMENT 1" WATER SERVICE METERED MATERIAL LIST K:\CADD\STDPLANS\403-2.dwg, Layout1, 07/15/200912:00:06 PM,jpizzo v ..� CITY OF LODI PUBLIC WORKS -97 1 " WATER SERVICE METERED MATERIALS LIST K:\CADD\STDPLANS\403-3.dwg, Layout1, 07/15/2009 12:00:33 PM,jpizzo Attachment 4 — Minimum Private Contract insurance Requirements City of Lodi Lessee/Event Insurance Requirements INSURANCE REQUIREMENTS FOR LESSEES (Including Facility Use, Special Events) Lessee, Tenant, or Event Holder (herein Lessee) shall procure and maintain for the duration of the Lessee/Use Agreement, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the Lessee's operation and use of the leased premises. The cost of such insurance shall be borne by the Lessee. Lessee and Lessee's insurer shall agree to waive right of recovery against the City of Lodi (CITY). A. Minimum Scope of Insurance: Coverage shall be at least as broad as: 1. Comprehensive or Commercial General Liability coverage, Insurance Services Office (no less than Occurrence form CG 0001). 2. Workers' Compensation insurance as required by the State of California and Employer's Liability insurance (for Lessees with employees). 3. Commercial (Business) Automobile Liability covering for "Any Auto". B. Minimum Limits of Insurance: Lessee shall maintain limits not less than: 1. General Liability: $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury and property damage, including Contractual Liability and Fire Legal Liability ($100,000). If Commercial General Liability Insurance or other form with a general aggregate limit is used, the general aggregate limit shall apply separately to this project/location. 2. Workers Compensation: Statutory Limits, including Employers Liability not less than $1,000,000 per occurrence (BI/disease). 3. Commercial Auto Liability: $1,000,000 per occurrence, combined single limit, for Bodily Injury Liability and Property Damage Liability. C. Deductibles and Self -Insured Retentions: Any deductibles or self-insured retentions must be declared to and approved by the CITY. At the option of the CITY, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the CITY, its officers, employees, representatives and volunteers; or the Lessee shall provide a financial guarantee satisfactory to the CITY guaranteeing payment of losses and related investigations, claim administration and defense expenses. D. Other Insurance Provisions: Each policy is to contain, or be endorsed to contain, the following provisions: 1. "The City of Lodi, its elected and appointed boards, commissions, officers, agents, employees, and volunteers" are to be covered as additional insureds with respect to liability arising out of operation, maintenance or use of that part of the premises leased to the lessee. 2. The Lessee's insurance coverage shall be primary insurance as respects "The City of Lodi, its elected and appointed boards, commissions, officers, agents, employees, and volunteers". Minimum Limits of Insurance shall not serve to reduce the liability of the Lessee's insurer nor the lessee. Any insurance or self-insurance maintained by the CITY, its officers, employees, representatives or volunteers shall be excess of the Lessee's insurance and shall not contribute with it. 3. Policies shall waive right of recovery against the CITY. 4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be contributory by the CITY, nor may it be canceled, except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the CITY. 5. For General Liability, Additional Insured form at least as broad as ISO form CG 20 11 11 85 (Modified) (sample attached) shall be used as the Additional Insured Endorsement. 6. Certificates and Endorsements shall be sent to: City of Lodi ATTN: Risk Management 221 W. Pine St. Lodi, CA 95240 E. Acceptability of Insurers: Insurance shall be placed with California Admitted insurers with a current A.M. Best's rating of no less than A: VII. F. Verification of Coverage: Lessee shall furnish the CITY with original certificates and amendatory Additional Insured endorsements effecting coverage required by this Lease. The endorsements should be on forms provided by the CITY (sample attached) or if on other than the CITY's forms provided those endorsements or policies shall conform to ACCORD and ISO standards and requirements and the requirements of this agreement. All certificates and endorsements are to be received and approved by the CITY before occupancy occurs. The CITY reserves the right to be provided complete certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications at any time. G. Subcontractors, Sublessees, Vendors, Exhibitors: Lessee shall include all subcontractors, sublessees, vendors, and exhibitors as Insureds under its policies or if Lessee elects to rely upon insurance provided by subcontractors, sublessees, vendors and exhibitors (herein "sublessees"), Lessee shall require all sublessees to provide certificates of insurance and Additional Insured endorsements that satisfy all requirements listed in paragraphs A, B, C and D above. Sublessees shall provide said insurance evidence to Lessee, however upon CITY's request Lessee shall furnish separate certificates and additional insured endorsements for each sublessee to the CITY for review and approval. Deviation from Requirements: Any requested deviations from the above Insurance Requirements must be submitted to the CITY Risk Manager, (209) 333-6704, Fax (209) 333- 6816, at least six weeks in advance of the event for consideration. Reproduction of Insurance Services Office, Inc. Form (Modified) INSURER: POLICY NUMBER: ENDORSEMENT NUMBER: THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART. SCHEDULE 1. Designation of Premises (Part Leased to You): 2. Name of Person or Organization (Additional Insured): The City of Lodi, its elected and appointed boards, commissions, officers, agents, employees, and volunteers are Additional Insureds. Additional Premium: WHO IS INSURED (Section II) is amended to include as an insured the person or organization shown in the Schedule but only with respect to liability arising out of the ownership, maintenance or use of that part of the premises leased to you and shown in the Schedule and subject to the following additional exclusions: This insurance does not apply to: 1. Any "occurrence" which takes place after you cease to be a tenant in that premises. 2. Structural alteration, new construction or demolition operations performed by or on behalf of the person or organization shown in the schedule. Modifications to ISO form CG 20 11 11 85: 1. This insurance shall be primary as respects the City of Lodi (CITY) or if excess, shall stand in an unbroken chain of coverage excess of the Named Insured's scheduled underlying primary coverage. In either event, any other insurance maintained by the CITY shall be in excess of this insurance and shall not be called upon to contribute with it. 2. The insurance afforded by this policy shall not be canceled, changed, or modified except after thirty (30) day advance written notice has been given to the CITY. (10 days advance written notice for non-payment of premium). 3. The Insurer named above waives any right of recovery the Insurer may have against the CITY when the Insured has agreed to such waiver in writing prior to the loss. Signature — Authorized Representative of Insurer Name of Insurance Company CG 20 11 11 85 Insurance Services Office, Inc. Form (Modified) Attachment 5 — City of Lodi Public Works Department Fee and Service Charge Schedule .4 City cf Lodi Public Works Department Fee and Service Charge Schedule UV1t@t Anil appE:tcable Development Empact Mttigattciir Fees ,Ses Page 5 'vice Installation per sample Reference: LMC §13.04.050 Service Only w/o meter - 1" $ 2,940.00 * (installations requiringjacking or special construction per T&M estimate) Tntal $ 3,840.00 * * If the same address is simultaneously installing both new water 2" $ 3,980.00 * and wastewater services, charge 80% of these listed costs. 3" & over per T&M estimate $ 33.61 Upgrade of existing service w/line replacement $ 6.54 In street or alley w/o meter 80% of above $ 21.55 In easement w/o meter 66v3% of above $ 48.40 Upgrade of existing service w/o line replacement $ 9.42 in street or alley w/o meter 66M% of above $ 31.05 In easement w/o meter 50% of above $ 69.67 Dual Domestic Water Service *** $ 3,890.00 **"Dual water service includes a 1.5" service line. one meter box $ 83.58 $ 44.70 to hold two 3/4" meters, meter prices not included. Complete Service with meter - 1" 1'/Z' 2" 3" & over Meter install only - '/" 1" 1'/z' 2" Turbo, Compound, or 3" & over "TouchRead" or ERT install only Disconnect/Abandon service: 2'& under over 2" Bacterial Sampling Fee vice Charges (2) Residential Flat Rate (per month): Single Family Unit (one bedroom) (two bedrooms) (three bedrooms) (four bedrooms) (five bedrooms) (six bedrooms) (seven bedrooms) Multiple Family Unit (one bedroom) (two bedrooms) (three bedrooms) Commercial/Industrial Flat Rate Metered Rate Commodity Charge (1) (1) plus monthly meter charge: Construction Water Charges $ 3,178.00 $ 4,308.00 $ 4,608.00 per T&M estimate $ 370.00 ** $ 400.00 ** $ 630.00 ** $ 790.00 ** per estimate $ 260.00 $ 1,100.00 per T&M estimate For service installed with downsized meter, charge will be adjusted. (Example: 2" service w/11/2" meter: $3,980 + $630 - $160 = $4,450) Credit may be allowed for meter removed if less than 5 years old. ** Cost includes $160 to set meter plus Admin Tvnical Circumstances and Costs in Street or Alley New 1" service with %" meter $ 3,150 Upgrade 1" Service line & box with %" meter S 2,562 Upgrade 1" box with X' meter $ 2,170 Install X' meter in existing Suitable service $ 370 $ 45.00 per sample 6/8" meter $ 17.27 (Water rates below effective 7/1/08 - 6/30/09) Reference: Resolution No. 2008-68 Tntal .Base I S R (3) PCE/TCE $ 27.98 $ 14.97 $ 5.44 $ 7.57 $ 33.61 $ 37.97 $ 6.54 $ 9.10 $ 40.28 $ 21.55 $7.83 $ 10.90 $ 48.40 $ 25.89 $ 9.42 $ 13.09 $ 58.06 $ 31.05 $ 11.30 $ 15.71 $ 69.67 $ 37.26 $ 13.55 $ 18.86 $ 83.58 $ 44.70 $ 16.26 $22.62 $ 24.02 $ 12.85 $4.67 $ 6.50 $ 28.81 $ 15.40 $ 5.61 $ 7.80 $ 34.57 $ 18.48 $ 6.73 $ 9.36 + 20% for ea. addT bedroom Existing accounts only. New accounts are metered Intal Base I S R (3) PCE/TCE $ 0.789 $ 0.537 $ 0.252 - per 100 cu. ft. (approx. $1.016 per 1,000 gal.) $25.64 $ 28.17 $ 42.27 $ 56.35 $ 70.45 $ 98.63 $ 126.80 $ 183.16 $ 239.48 $ 295.83 Water $ 0.789 6" Meter Deposit $ 5,000.00 Meter Rental (per day) $ 1.00 $ 2.50 $ 5.00 $10.00 (2) Outside of City Rates are 1.5 X the listed rates. (3) ISR = Infrastructure Replacement Charge $ 15.71 - $ 9.93 6/8" meter $ 17.27 - $ 10.90 '/d' meter $ 25.90 - $ 16.37 1" meter $34.53 - $ 21.82 1%"meter $ 43.17 - $ 27.28 2" meter $ 60.45 - $ 38.18 3' meter $ 77.70 - $ 49.10 4" meter $ 112.24 - $ 70.92 6" meter $ 146.80 - $ 92.68 8" meter $ 181.35 - $ 114.48 10" meter Ref. PWD Policy W-7 per 100 cu. ft. (approx. $1.055 per 1,000 gal.) first 45 days during days 46 through 60 during days 61 through 90 days over 90 day count begins when meter is picked up at MSC day count ends when meter is returned to MSC PWDFEE4 XLS Page of G Appr Rev. July 1,2008 Attachment 6 — Warranty Security Letter of Credit Form IMPROVEMENT SECURITY Warranty Security WHEREAS, the CITY OF LODI, a municipal corporation, hereinafter designated "City" and , hereinafter designated "Principal", have entered into an agreement whereby Principal agrees to furnish warranty security of at least 10% of the total cost of the public improvements as security for repair or replacement of defective work for 2 CALENDAR YEARS FROM THE DATE OF THE ACCEPTANCE OF THE PROJECT IMPROVEMENTS. The agreement, dated , and identified as "Warranty Security for the Public Improvement of ", is hereby referred to and made a part hereof; and WHEREAS, said Principal is required under the terms of said agreement to furnish a warranty security. NOW, THEREFORE, the Principal and the undersigned , being a financial institution or corporate surety subject to regulation by the State of California or by the Federal Government, hereby pledges that monies to the extent of - DOLLARS ($ ) lawful money of the United States, for the payment of which sum well and truly to be made, we bind ourselves, our heirs, successors, executors and administrators, jointly and severally, firmly by these presents. The undersigned further agree that upon written demand signed by the City Manager of City, the undersigned shall immediately pay said funds or such amount as shall be set forth in said demand to the Director of Finance of City to be used for payment of repair or replacement of defective work, materials, or labor thereon of any kind, or for amounts due under the Unemployment Insurance Act with respect to such work or labor. The undersigned further agrees that this warranty security shall remain in place until such time as it receives written notice signed by the Public Works Director of City to the effect that said agreement has been fully performed by Principal. Dated this day of , 20_ By: Title Warranty Security - Letter of Credit.doc Name of Bank Address Principal hereby agrees to all the terms and conditions of the foregoing Warranty Security and releases the financial institution executing said Warranty Security from all liability except as therein specifically set forth. Dated at , , this of (City) (State) OWNERS) By ,20— OWNER(S) 20 Approved as to Form: City Attorney Warranty Security - Letter of Credit.doc 2 Attachment 7 — Notice of Intent to Privately Contract Postcard Notice of Intent to Privately Contract City of Lodi — Water Meter Program Please Print Legibly Please Specify Your Water Connection Type (Check One) Property Owner's Name (Print) Property Assessor's Parcel Number (APN) Have you located your existing water connection? (y/n) Existing Rich Box Q Front Yard Q Existing Meter Box Q Backyard/Alley Q When do you anticipate beginning construction? ,2010 Date Phone: E-mail: Signature (Date) jestion) Meter s? ie The City of Lodi Public Works Water Services Privately C Installation uuiae December 16, 2009 f Background Assembly Bill 2572 ➢ 2,866 homes affected constructed since 1992 ➢Metered water bills by January 1, 2011 ➢Meters now installed on all new services Private Property Owner Installation Period ➢Accelerate meter installation ➢January 1, 2010 through December 31, 2010 f Eligibility ➢Property Owners Only ➢Existing Service in Front Yard ➢Existing Service in Rear Yard from Main 6 inches or larger ➢ Existing Service in Alley from Main 6 inches or larger Estimated Meter Costs i Service Type Number Unit Cost Cost ($ million) Pre -1979 needing 10,058 $1,200 $12.1 service upgrade 1979 — 1992 meter 2,669 $450 $1.2 ready services 1992+ "meter paid" 624 $200 $0.1 services (by City) City -upgraded 500 $200 $0.1 services Total 137851 $13.5 Program Administrator ➢Mr. Tom Dugan ➢ Phone: 209-333-6706 PW Administration 209-333-6800 x 2659 Direct ➢Hours: Normal Business Hours ➢Email: pwdept@lodi.gov f Overview of Requirements ➢Licensed Contractor (C-36) ➢Encroachment Permit ($78) ➢Building Permit ($75) ➢Insurance and 1 -Year Warranty (Bond or Letter of Credit) ➢ Purchase Meter from City ($190 incl. 15% handling) f Initiation of Meter Based Bill ➢Will Not Begin Immediately ➢Comparative billing information will be provided ➢Meter based billing starts Nov. 2011 C Hp..Rtinnq