HomeMy WebLinkAbout03-20-18 EO&WR Committee PacketOTAY WATER DISTRICT
ENGINEERING, OPERATIONS & WATER RESOURCES COMMITTEE MEETING
and
SPECIAL MEETING OF THE BOARD OF DIRECTORS
2554 SWEETWATER SPRINGS BOULEVARD
SPRING VALLEY, CALIFORNIA
Board Room
TUESDAY
March 20, 2018
12:00 P.M.
This is a District Committee meeting. This meeting is being posted as a special meeting
in order to comply with the Brown Act (Government Code Section §54954.2) in the event that
a quorum of the Board is present. Items will be deliberated, however, no formal board actions
will be taken at this meeting. The committee makes recommendations
to the full board for its consideration and formal action.
AGENDA
1. ROLL CALL
2. PUBLIC PARTICIPATION – OPPORTUNITY FOR MEMBERS OF THE PUBLIC TO
SPEAK TO THE BOARD ON ANY SUBJECT MATTER WITHIN THE BOARD'S JU-
RISDICTION BUT NOT AN ITEM ON TODAY'S AGENDA
DISCUSSION ITEMS
3. AWARD A CONSTRUCTION CONTRACT TO FRANK AND SON PAVING, INC. FOR
THE OWD ADMINISTRATION AND OPERATIONS PARKING LOT IMPROVE-
MENTS, PH. II – PAVEMENT RESTORATION PROJECT IN AN AMOUNT NOT-TO-
EXCEED $165,046.00 (MARTIN) [5 minutes]
4. APPROVE CHANGES ORDER NO. 1 TO THE EXISTING CONTRACT WITH SIMP-
SON SANDBLASTING AND SPECIAL COATINGS, INC. IN THE AMOUNT OF
$229,152.00 FOR THE 980-2 RESERVOIR INTERIOR/EXTERIOR COATINGS AND
UPGRADES PROJECT; AND INCREASE THE CIP BUDGET FOR THE P2546 (980-2
RESERVOIR) BY $240,000.00 (INCREASE FROM $1,450,000.00 TO $1,690,000.00
(MARTIN) [5 minutes]
5. UPDATE ON SENATE BILL 229, ACCESSORY DWELLING UNITS NEW LEGISLA-
TION, EFFECTIVE JANUARY 1, 2018 (MARTIN) [5 minutes]
6. SAN DIEGO COUNTY WATER AUTHORITY UPDATE (SMITH) [10 minutes]
7. ADJOURNMENT
2
BOARD MEMBERS ATTENDING:
Tim Smith, Chair
Gary Croucher
All items appearing on this agenda, whether or not expressly listed for action, may be delib-
erated and may be subject to action by the Board.
The Agenda, and any attachments containing written information, are available at the Dis-
trict’s website at www.otaywater.gov. Written changes to any items to be considered at the
open meeting, or to any attachments, will be posted on the District’s website. Copies of the
Agenda and all attachments are also available through the District Secretary by contacting
her at (619) 670-2280.
If you have any disability that would require accommodation in order to enable you to partici-
pate in this meeting, please call the District Secretary at 670-2280 at least 24 hours prior to
the meeting.
Certification of Posting
I certify that on March 16, 2018 I posted a copy of the foregoing agenda near the regu-
lar meeting place of the Board of Directors of Otay Water District, said time being at least 24
hours in advance of the meeting of the Board of Directors (Government Code Section
§54954.2).
Executed at Spring Valley, California on March 16, 2018.
/s/ Susan Cruz, District Secretary
STAFF REPORT
TYPE MEETING: Regular Board
MEETING DATE: April 4, 2018
SUBMITTED BY:
Dan Martin
Engineering Manager
PROJECT: P2555-001103 DIV. NO. 3
APPROVED BY:
Rod Posada, Chief, Engineering
Mark Watton, General Manager
SUBJECT: Award of a Construction Contract to Frank and Son Paving, Inc.
for the OWD Administration & Operations Parking Lot
Improvements, PH. II – Pavement Restoration
GENERAL MANAGER’S RECOMMENDATION:
That the Otay Water District (District) Board of Directors (Board)
award a construction contract to Frank and Son Paving, Inc. (Frank &
Son) and to authorize the General Manager to execute a construction
contract with Frank and Son for the OWD Administration & Operations
Parking Lot Improvements, PH. II – Pavement Restoration Project in an
amount not-to-exceed $165,046.00 (see Exhibit A for Project
location).
COMMITTEE ACTION:
Please see Attachment A.
PURPOSE:
To obtain Board authorization for the General Manager to enter into a
construction contract with Frank & Son for the OWD Administration &
Operations Parking Lot Improvements, PH. II – Pavement Restoration
Project in an amount not-to-exceed $165,046.00.
2
ANALYSIS:
Last year the District completed Phase I of this Project, which
included the following: replaced the existing area lighting in the
Administration and Operations parking lots to more efficient LED
fixtures, installed new light poles along the customer entrance and
exit to enhance visibility at these locations, and tied the fixtures
to photocells to automatically control the lighting regardless of
time changes or season.
Phase II of this Project will rehabilitate the pavement in the
Administration and Operations parking lots. The work includes
sealing the existing cracks, applying a seal coat, restriping, and
repainting curbs. Additionally, in the Operations yard, a new
carport canopy, additional fencing, and access gates will be
installed. The canopy will be used to protect equipment that is not
used on a daily basis. This will reduce exposure to the elements and
prolong the life of the equipment. The new fencing and gates will
restrict access to the back of the Operations yard and provide better
security for the fleet vehicles during business hours.
The Project was designed in-house and advertised on January 22, 2018
using BidSync, the District’s online bid solicitation website. The
Project was also advertised in the Daily Transcript and the
District’s website. BidSync provided electronic distribution of the
Bid Documents, including specifications, plans, and addendums. A
non-mandatory Pre-Bid Meeting was held on February 7, 2018, which was
attended by seven (7) contractors, subcontractors, and suppliers.
Three (3) addendums were sent out to all bidders and plan houses to
address questions and clarifications to the contract documents during
the bidding period. Bids were publicly opened on February 21, 2018,
with the following results:
BID
RANK CONTRACTOR TOTAL BID
AMOUNT
1 Frank & Son, Inc.
Bonita, CA $165,046.00
2 Kirk Paving, Inc.
Lakeside, CA $210,643.25
3 Century Paving, Inc.
La Mirada, CA $276,438.00
The Engineer’s Estimate is $209,500.00.
A review of the bids was performed by District staff for conformance
with the contract requirements and determined that Frank & Son was
the lowest responsive and responsible bidder. Frank & Son holds a
Class A-General Engineering Contractor’s License and a C-12-Earthwork
3
and Paving License from the State of California, which meets the
contract document’s requirements. The licenses are valid through
February 28, 2019. The reference checks indicated a very good to
excellent performance record on similar projects. An internet
background search of the company was performed and revealed no
outstanding issues with this company.
Subsequent to the bid opening, the District received a bid protest
letter from Kirk Paving (Exhibit B) who is the second lowest bidder
for the Project. The bid protest expressed concerns over the listed
subcontractor and bid pricing for bid item No. 7 “Carport”. Staff
shared the bid protest letter with Frank & Son and Frank & Son has
responded that there are no issues with their bid pricing (Exhibit
C). Staff also reviewed the listed subcontractor with Frank and Son
who validated that subcontractor is compliant with the requirements
of the District’s contract.
Staff verified that the bid bond provided by Frank & Son is valid.
Staff will also verify that Frank & Son’s Performance Bond and Labor
and Materials Bond are valid prior to execution of the contract.
FISCAL IMPACT: Joe Beachem, Chief Financial Officer
The total budget for CIP P2555, as approved in the FY 2018 budget, is
$775,000.00. Total expenditures, plus outstanding commitments and
forecast, including this contract, are $766,200.00. See Attachment B
for the budget detail.
Based on a review of the financial budget, the Project Manager
anticipates that the budget is sufficient to support the Project.
The Finance Department has determined that, under the current rate
model, 100% of the funding will be available from the Replacement
Fund for CIP P2555.
STRATEGIC GOAL:
This Project supports the District’s Mission statement, “To provide
high value water and wastewater services to the customers of the Otay
Water District, in a professional, effective and efficient manner”
and the General Manager’s Vision, "A District that is at the
forefront in innovations to provide water services at affordable
rates, with a reputation for outstanding customer service."
4
LEGAL IMPACT:
None.
DJM/RP:mlc
P:\WORKING\CIP P2555 Administration & Operations Parking Lot Improvements\Staff Reports\Phase II -
Pavement\BD 04-04-18, Staff Report Admin & Ops Parking Lot PH.II - Pavement Restoration.docx
Attachments: Attachment A – Committee Action
Attachment B – CIP P2555 Budget Detail
Exhibit A – Location Map
Exhibit B – Kirk Paving Protest Letter
Exhibit C – Frank & Son Response Letter
ATTACHMENT A
SUBJECT/PROJECT:
P2555-001103
Award of a Construction Contract to Frank and Son Paving,
Inc. for the OWD Administration & Operations Parking Lot
Improvements, PH. II – Pavement Restoration
COMMITTEE ACTION:
The Engineering, Operations, and Water Resources Committee
(Committee) reviewed this item at a meeting held on March 20, 2018.
The Committee supported Staff's recommendation.
NOTE:
The “Committee Action” is written in anticipation of the Committee
moving the item forward for Board approval. This report will be sent
to the Board as a Committee approved item, or modified to reflect any
discussion or changes as directed from the Committee prior to
presentation to the full Board.
ATTACHMENT B – Budget Detail
SUBJECT/PROJECT:
P2555-001103
Award of a Construction Contract to Frank and Son Paving,
Inc. for the OWD Administration & Operations Parking Lot
Improvements, PH. II – Pavement Restoration
Date Updated: 02/16/18
Phase I Budget (Lighting)
$515,000
Planning 137
Design 70,984
Construction 442,772
Phase I Total 513,893
Phase I project accepted on 11/1/2017
Phase II Budget (Pavement)
$260,000
Planning
Standard Salaries 1,000 489 511 1,000
Service Contracts 64 64 - 64 LEGAL COUNSEL
Total Planning 1,064 553 511 1,064
Design
Standard Salaries 32,000 27,928 4,072 32,000
Equipment Charges 50 10 40 50 EQUIPMENT CHARGES
Service Contracts 4,420 4,420 - 4,420 BSE ENGINEERING INC
Total Design 36,470 32,358 4,112 36,470
Construction
Standard Salaries 20,000 - 20,000 20,000
Construction Contract 165,046 - 165,046 165,046 CONSTRUCTION CONTRACTOR - Frank and Son Paving, Inc.
Service Contracts 15,000 - 15,000 15,000 CONSTRUCTION MANAGEMENT
500 - 500 500 MAYER
Equipment Charges 1,000 - 1,000 1,000 EQUIPMENT CHARGE
Project Closeout 3,000 - 3,000 3,000 CLOSEOUT
Project Contingency 10,227 - 10,227 10,227 Contingency @ 5% of Committed Construction Cost
Total Construction 214,773 - 214,773 214,773
Grand Total 252,307 32,911 219,396 252,307
Overall Budget (Phase I + II)
$775,000
Planning 1,201
Design 107,454
Construction 657,545
Overall (Phase I + II) Total 766,200
Final Cost +
Committed
Vendor/Comments
Otay Water District
P2555 - Admin & Operations Parking Lot
Committed Expenditures
Outstanding
Commitment &
Forecast
Projected Final
Cost
Final Cost
OTAY WATER DISTRICTOWD ADMINISTRATION & OPERATIONS PARKING LOTIMPROVEMENTS, PH. II - PAVEMENT RESTORATION
LOCATION MAP CIP P2555
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C:\Users\kevinc\Desktop\Exhibit A - Staff Report-Ph2.mxd
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VICINITY MAP
PROJECT SITE
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DIV 4
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EXHIBIT A
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OPERATIONSPROJECT SITE
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WATER
FRANK SON
Paving Inc. Since 1979
March 8, 2018
VIA EMAIL KevinC@otaywater.gov
OTAY WATER DISTRICT
2554 Sweetwater Springs Blvd.
Spring Valley, CA 91978
Re: OWD Administration & Operations Parking Lot Improvements PH II-Pavement Restoration CIP P2555
Mr. Cameron,
Our Estimator and President have reviewed the Bid mentioned above and have confirmed that
we have a stable price for the scope of work entitled.
There could be a difference from second place in material prices, equipment prices, etc.
Also we have made a substantial deal with the supplier and the installer that makes a difference
in the price for us. This could be two of the advantages we have over the second place price.
Thank You,
Alicia Vasquez
Frank & Son Paving, Inc.
PO BOX 698; BONITA, CA 91908 (619) 422-8322 FAX (619) 420-9020 www.frankandsonpaving.co
STAFF REPORT
TYPE MEETING: Regular Board
MEETING DATE: April 4, 2018
SUBMITTED BY: Dan Martin
Engineering Manager
PROJECT: P2546-001103
DIV. NO. 5
APPROVED BY:
Rod Posada, Chief, Engineering
Mark Watton, General Manager
SUBJECT: Approve Change Order No. 1 to the Contract with Simpson
Sandblasting and Special Coatings, Inc. for the 980-2
Reservoir Interior/Exterior Coatings & Upgrades Project and
Increase the Overall Budget for CIP P2546 in an amount of
$240,000.00
GENERAL MANAGER’S RECOMMENDATION:
That the Otay Water District (District) Board of Directors (Board):
1. Approve Change Order No. 1 to the existing contract with Simpson
Sandblasting and Special Coatings, Inc. (Simpson) in the amount
of $229,152.00 for the 980-2 Reservoir Interior/ Exterior
Coatings & Upgrades Project.
2. Increase the CIP budget for the P2546 (980-2 Reservoir) by
$240,000.00(increase from $1,450,000.00 to $1,690,000.00).
See Exhibit A for Project location.
COMMITTEE ACTION:
Please see Attachment A.
PURPOSE:
To obtain Board authorization for the General Manager to execute
Change Order No. 1 in the amount of $229,152.00 to the construction
contract with Simpson for the 980-2 Reservoir Interior/Exterior
Coatings & Upgrades Project and to increase the overall CIP P2546 for
this Project in an amount of $240,000.00.
2
ANALYSIS:
The 980-2 Reservoir is one of two 5.0 million gallon potable water
storage facilities in the 980 pressure zone that serve the central
area of the District. The 980-2 Reservoir was originally constructed
in 1988. The 980-2 was last recoated on the interior surface in
2001, and the coating on the exterior is original to the tank.
At the October 4, 2017 Board Meeting, the Board awarded a
construction contract in an amount of $1,146,327.00 to Simpson to
replace the existing interior and exterior coatings for the 980-2
Reservoir. In addition to replacing the reservoir coating, the
Project includes structural upgrades to comply with the current
American Water Works Association (AWWA) and the Occupational Safety
and Health Administration standards for both Federal (OSHA) and State
(Cal-OSHA) levels.
Since the award of the construction contract, substantial structural
repair work was identified at the 980-2 Reservoir. Although an
internal (dive) inspection was performed in advance of the Project,
the extent of the required repairs for the reservoir roof structural
support members could not be assessed until removal of the existing
coating was completed. The contract does include a Board approved
Structural Modification Allowance item, which was established to
address structural deficiencies identified during construction.
Additionally, the contract included items for rafter replacement and
a new halo support system. In total, the construction contract
anticipated replacement of 30% of the rafters in anticipation of
conditions experienced at other reservoirs.
When the structural inspection blast of the 980-2 reservoir roof
support system was completed, the inspection revealed that 100% of
the reservoir’s rafters required replacement and 56% of the girders
that support the rafters required replacement. The extent of the
corrosion on the rafters and girders within the 980-2 Reservoir was
masked by the existing coating.
Change Order No. 1 (see Exhibit B) will remove and replace the
reservoir’s rafters and girders. The magnitude of this required
structural work will exhaust the contract structural allowance. The
cost associated with Change Order No. 1 is $229,152.00. Change Order
No. 1 also addresses contract time as a result of the added
structural work at the 980-2 Reservoir. Time impacts associated with
this change are provided in Exhibit B including the addition of
ninety-six (96) days. In total, the ninety-six (96) additional days
3
added to the contract will result in a revised total contract
duration of 273 calendar days.
A $240,000.00 budget increase is requested for the 980-2 Reservoir
Interior/Exterior Coating Project of the District’s CIP P2546. This
budget increase is needed to fund Change Order No. 1 (Exhibit B).
This budget increase also preserves a project contingency.
FISCAL IMPACT: Joe Beachem, Chief Financial Officer
The total budget for CIP P2546, as approved in the FY 2018 budget, is
$1,450,000.00. Total expenditures, plus outstanding commitments and
forecast, are $1,689,555.00. See Attachment B for the budget detail.
Based on a review of the financial budget, the Project Manager
anticipates that if the budget increase is approved, the budget for
CIP P2546 is sufficient to support the Project.
The Finance Department has determined that, under the current rate
model, 100% of the funding will be available from the Replacement
Fund.
STRATEGIC GOAL:
This Project supports the District’s Mission statement, “To provide
high value water and wastewater services to the customers of the Otay
Water District in a professional, effective, and efficient manner”
and the General Manager’s Vision, “A District that is at the
forefront in innovations to provide water services at affordable
rates, with a reputation for outstanding customer service.”
LEGAL IMPACT:
None.
DM/RP:jf
P:\WORKING\CIP P2546 - 980-2 Reservoir Int-Ext Coating\Staff Reports\BD 04-04-2018\BD 04-04-2018, Staff
Report 980-2 Reservoir Coating Change Order No. 1.docx
Attachments: Attachment A – Committee Action
Attachment B – Budget Detail
Exhibit A – Project Location for 980-2
Exhibit B – Change Order No. 1
ATTACHMENT A
SUBJECT/PROJECT:
P2546-001103
Approve Change Order No. 1 to the Contract with Simpson
Sandblasting and Special Coatings, Inc. for the 980-2
Reservoir Interior/Exterior Coatings & Upgrades Project and
Increase the Overall Budget for CIP P2546 in an amount of
$240,000.00
COMMITTEE ACTION:
The Engineering, Operations, and Water Resources Committee
(Committee) reviewed this item at a meeting held on March 20, 2018.
The Committee supported Staff's recommendation.
NOTE:
The “Committee Action” is written in anticipation of the Committee
moving the item forward for Board approval. This report will be sent
to the Board as a Committee approved item, or modified to reflect any
discussion or changes as directed from the Committee prior to
presentation to the full Board.
ATTACHMENT B – Budget Detail
SUBJECT/PROJECT:
P2546-001103
Approve Change Order No. 1 to the Contract with Simpson
Sandblasting and Special Coatings, Inc. for the 980-2
Reservoir Interior/Exterior Coatings & Upgrades Project and
Increase the Overall Budget for CIP P2546 in an amount of
$240,000.00
3/9/2018
Budget
1,450,000
Planning
Standard Salaries 4,200 4,042 158 4,200
Consultant Contracts - - - -
Service Contracts 2,310 2,310 - 2,310 HDR ENGINEERING INC
Regulatory Agency Fees 50 50 - 50 PETTY CASH CUSTODIAN
Total Planning 6,560 6,402 158 6,560
Design
Standard Salaries 26,000 25,763 237 26,000
Service Contracts 79 79 - 79 DAILY JOURNAL CORP
Equipment Charge 50 - 50 50 EQUIPMENT
Total Design 26,129 25,842 287 26,129
Construction
Standard Salaries 130,000 40,826 89,174 130,000
Construcion Contract 1,146,327 24,964 1,121,363 1,146,327 SIMPSON SANDBLASTING - CONTRACTOR
229,152 - 229,152 229,152 CHANGE ORDER No. 1
Service Contracts 30,240 8,640 21,600 30,240 ALYSON CONSULTING-CM
50,000 - 50,000 50,000 CSI SERVICES-SPECIALTY INSPECTION
4,500 - 4,500 4,500 NINYO & MOORE-WELDING INSPECTION
1,815 1,815 - 1,815 NV5 INC - STRUCUTRAL INSPECTION
10,500 816 9,684 10,500 WATCHLIGHT
979 979 - 979 MAYER REPROGRAPHICS- Hard Copy Specs
2,000 - 2,000 2,000 CLARKSON LABORATORY
Equipment Charge 2,000 645 1,355 2,000 EQUIPMENT CHARGE
Standard Materials 500 - 500 500 STANDARD MATERIALS
Project Closeout 3,000 - 3,000 3,000 CLOSEOUT
Project Contingency 45,853 - 45,853 45,853 4% CONTINGENCY
Total Construction 1,656,866 78,685 1,578,181 1,656,866
Grand Total 1,689,555 110,929 1,578,626 1,689,555
Vendor/Comments
Otay Water District
P2546-980-2 Reservoir Interior/Exterior Coating
Committed Expenditures
Outstanding
Commitment &
Forecast
Projected Final
Cost
OTAY WATER DISTRICT980-2 Reservoir Interior/Exterior Coating & UpgradesLocation Map
EXHIBIT A
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CIP P2546
980-2 Reservoir
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Contract I P.O.Change Order No.1 page 2 of 3
Description of Work
Description Increase Decrease Time
Item No.1:
This Change Order increases the amount allocated for Bid Item 10,Outer $8,556.00 0
Rafter Replacement (W8x10,L=40’O”)by $8,556.00 to a new authorized
amount of $26,381.00.(Add 12 EA at $713.OOIEA)
Item No.2:
This Change Order increases the amount allocated for Bid Item 11,Short $2,049.00 0
Inner Rafter Replacement (W8x10,L18’5”)by $2,049.00 to a new
authorized amount of $6,147.00.(Add 3 EA at $683.00/EA)
Item No.3:
This Change Order increases the amount allocated for Bid Item 12,Long $2,145.00 0
Inner Rafter Replacement (W8x10,L=34’3”)by $2,145.00 to a new
authorized amount of $6,435.00.(Add 3 EA at $715.00/EA)
Item No.4:
This Change Order provides for replacement of all remaining existing outer $351,902.00 96
rafters,all remaining existing inner short rafters,all remaining existing inner
long rafters,3 existing inner girders,7 existing outer girders pursuant to
REP 001.
Item No.5:
This Change Order deletes Bid Item No.18 Structural Modification $125,000.00 0
Allowance.
Item No.6:
This Change Order deletes Bid Item No.19 New Center Halo Support.$10,500.00 0
Sub Total Amount $364,652.00 $135,500.00 96
Total Net Change Order Amount $229,152.00
Revisions to:BID SCHEDULE.‘J.T •
Item #£..j3 Description ••Quantity Unit Unit Price Amount
10 Outer Rafter Replacement (W8x10,L=40’O”)37 EA $713.00 $26,381.00
11 Short Inner Rafter Replacement (W8x10,L=18’5”)9 EA $683.00 $6,147.00
12 Long Inner Rafter Replacement (W8x10,L=34’3”)9 EA $715.00 $6,435.00
18 Structural Modification Allowance I LS Allowance $0.00
19 New Center Halo Support 0 LS $10,500.00 $0.00
Reason:
Item No.1:
The Contract Bid Item No.10,Outer Rafter Replacement (W8x10,L=40’O”),required a quantity increase to the maximum
contractual quantity resulting from field conditions.
Item No.2:
The Contract Bid Item No.11,Short Inner Rafter Replacement (W8x1 0,L=1 85”),required a quantity increase to the maximum
contractual quantity resulting from field conditions.
Contract /P.O.Change Order No.1 page 3 of 3
Item No.3:
The Contract Bid Item 12,Long Inner Rafter Replacement (W8x10,L=34’3”),requited a quantity increase to the maximum
contractual quantity resulting from field conditions.
Item No.4:
Subsequent to inspection blasting,significant corrosion was identified within the existing rafters and girders.This discovery
resulted in the determination to all the existing rafters and 10 of 18 existing girders.This change order provides for
replacement of rafters and girders not included in bid items.This change order is necessary to resolve all costs and time
associated with implementation of this work scope.
Item No.5:
Subsequent to inspection blasting the severity of ceiling structure corrosion resulted in the determination to replace
significantly more structural work than anticipated by Bid Item 18.This change order is necessary to realize the credit for not
implementing the bid item defined scope.
Item No.6:
Subsequent to inspection blasting a determination was made to replace existing inner rafters in lieu of executing the
contractual bid item to replace the center support structure.This determination resulted from the severity of the rafter
corrosion encountered and renders Bid Item 19 unnecessary.This change order is necessary to realize the credit for not
implementing the bid item defined scope.
COST ESTIMATE SUMMARY
COR Additional Structural Repairs - Rafters/Girders/Door Sheet (NEGOTIATED) W.O. # PREPARED BY - Douglas Cook
Contract: 980-2 Reservoir SIGNATURE:
JOBSITE: C.I.P. NO. DATE:
--- ---
Rafters / Girders / Door Sheet --- ---
Boilermaker (Outer Rafters)8.0 EA 48.00 384.0 $89.48 $34,360 - --$34,360
Boilermaker (Inner-Short Rafters)8.0 EA 12.00 96.0 $89.48 $8,590 - --$8,590
Boilermaker (Inner-Long Rafters)8.0 EA 15.00 120.0 $89.48 $10,738 - --$10,738
Boilermaker (Girders)8.0 EA 116.00 928.0 $89.48 $83,037 - --$83,037
Boilermaker (Door Sheet)8.0 EA 16.00 128.0 $89.48 $11,453 - --$11,453
Per Diem 8.0 EA 23.00 184.0 $70.00 $12,880 - --$12,880
Shop Prep/Fabrication 2.0 EA 166.00 332.0 $30.00 $9,960 - --$9,960
Shop Coating 2.0 EA 83.00 166.0 $38.50 $6,391 ---$6,391
------
Crew Truck 4.0 EA 230.00 920.0 -$27.77 $25,548 --$25,548
Welding Machine 4.0 EA 230.00 920.0 -$11.86 $10,911 --$10,911
Ventilation 1.0 EA 230.00 230.0 -$12.35 $2,841 --$2,841
Forklift 1.0 EA 230.00 230.0 -$50.74 $11,670 --$11,670
Snokel Lift 3.0 EA 230.00 690.0 -$31.99 $22,073 --$22,073
--- ---
Consumables 1.0 EA 0.0 --$11,970.00 $11,970 -$11,970
Rafter Materials 1.0 EA 0.0 --$15,730.00 $15,730 -$15,730
Girder Materials 1.0 EA 0.0 --$5,850.00 $5,850 -$5,850
Temporary Girder Materials 1.0 EA 0.0 --$3,380.00 $3,380 -$3,380
Delivery/Freight 1.0 EA 0.0 -- -$12,750 $12,750 $12,750
$177,409 $73,043 $36,930 $12,750 #REF!
SALES TAX - 8.75%1 LS $3,231 $3,231
$177,409 $73,043 $40,161 $12,750 $303,364
MARK-UP PER CONTRACT (OH, PROFIT & BOND) $28,385 $11,687 $6,426 $2,040 $48,538
TOTAL PRIME CONTRACTOR PRICE $205,794 $84,730 $46,587 $14,790 $351,902
0.0 $0 $0 $0 $0 $0
SALES TAX 1 ls $0 $0
$0 $0 $0 $0 $0
MARK-UP PER CONTRACT (OH, PROFIT & BOND)$0 $0 $0 $0 $0
TOTAL SUBCONTRACTOR PRICE 0.0 $0 $0 $0 $0 $0
PRIME CONTRACTOR MARK-UP PER CONTRACT $0 $0 $0 $0 $0
TOTAL RFP PRICE 0.0 $205,794 $84,730 $46,587 $14,790 $351,902
TOTALUNIT COSTUNIT COST
TOTAL
COST
UNIT PRICE
TOTAL
COST
MATERIAL UNIT PRICE
TOTALTOTAL
COSTUNIT COST
QUANTITY UNITS
LABOR EQUIPMENT
UNIT COST
TOTAL
COSTMH/UNIT
TOTAL
MANHOURS
LABOR
RATE
TOTAL
COST
EQUIPMENT MATERIAL
TOTAL
COSTUNIT COST
TOTAL
COSTUNIT COST
SUBTOTAL COST
TOTAL COST
SUBTOTAL COST
TOTAL COST
SUBCONTRACTOR DESCRIPTION
DESCRIPTION UNITSQUANTITY
LABOR
MH/UNIT
TOTAL
COST
LABOR
RATE
TOTAL
MANHOURS
Page 1 of 1
Simpson Sandblasting Inc.
14665 Rancho Vista Dr.
Fontana, CA 92335
Proposed Change Order (PCO)
Date PCO Type PCO No.2/1/2018 CONTRACT 1.1
Item ST Hours OT Hours ST Rate OT Rate Labor Total Payroll Taxes%Work Comp Work Comp %Per Diem Rate Daily Truck Rate Qty/Days Total Tracking Code
1 SELECT CLASS 0.00%
2 SELECT CLASS 0.00%SELECT CODE
3 SELECT CLASS 0.00%SELECT CODE
4 SELECT CLASS 0.00%SELECT CODE
5 SELECT CLASS 0.00%SELECT CODE
6 SELECT CLASS 0.00%SELECT CODE
Item Duration Charged ST Quantity OT Quantity ST Rate OT Rate Standby Rate Total
1 3 Months 6 $120.00 $0.00 $0.00 $720.0023 Months 3 $204.39 $0.00 $0.00 $613.173$0.00 $0.00 $0.004$0.00 $0.00 $0.005$0.00 $0.00 $0.006$0.00 $0.00 $0.00
Item Quantity Unit of Measure Unit Price Total Tax Rate
1 0.00 Cost
2 $0.00 0.00%Surcharge %$0.00
3 $0.00 0.00%Markup %15%$0.00
4 $0.00 0.00%Total $0.00
5 $0.00 0.00%Cost $1,333.17
6 $0.00 0.00%Equipment Markup %15%$199.987$0.00 0.00%Total $1,533.158$0.00 0.00%CostMaterialTaxItemTotalMarkup %$0.001Total2Cost$0.003SubcontractorMarkup %$0.004Total$0.005Cost$0.00
Freight Markup %$0.00
Item Total Total $0.00
1 Bonding Bonding %1.00%$15.33
2
Profit Profit %0.00%$0.00
0 $1,625.14
Date
DateProject Manager Signature Name
Overhead
(Contract
Overhead %5.00%$76.66
Total Calendar DaysRequested:
Signature of Owner's Representative/General Contractor Name
Freight:
Name Description Tracking Code
SELECT CODE
SELECT CODE
PCO Total:
Subcontractors:Name Description Tracking Code
SELECT CODE
SELECT CODE
SELECT CODE
SELECT CODE
SELECT CODE
Materials:Summary of ChargesDescriptionTracking Code
SELECT CODE Labor
SELECT CODESELECT CODESELECT CODESELECT CODESELECT CODESELECT CODE
Equipment Description Standby Quantity Tracking Code2 Storage Containers SELECT CODEPort A Potty SELECT CODESELECT CODESELECT CODESELECT CODESELECT CODE
Equipment:
Otay Water District Simpson SandblastingLabor:
Craft Class
RESET FORM
Job Number Job Name PCO Title/Description17402980-2 Reservoir Rehabilitation
Owner Customer
Paso Robles Tank, Inc. 825 26th St.Paso Robles, CA 93446Proposed Change Order (PCO)
Jo Date PCO Type PCO No.
1/11/2017 -
ST Hours OT Hours ST Rate OT Rate Labor Total Payroll Taxes %Work Comp Work Comp %Per Diem Rate Daily Truck Rate Qty/Days Benefits Total Tracking Code1200.00 $75.83 $107.29 $90,996.00 18.00%Iron/Steel
Erection
9.93%$70.00 $35.00 150.0 $0.00 $132,161.18 550-1 - Carbon Field
140.00 $30.00 $45.00 $4,200.00 18.00%Painter Over
$24/hr
5.18%$823.40 $5,996.96 310-1 - Carbon Shop - Paso
20.00 $38.50 $57.75 $770.00 18.00%Steel
Fabrication(Carbon)
7.08%$138.57 $1,101.68 410-1 - Paso Paint Shop - Labor
0.00 $85.00 $127.50 $0.00 18.00%SELECT
CLASS
0.00%$0.00 $0.00 100 - Engineering
0.00 $35.00 $52.50 $0.00 18.00%SELECT
CLASS
0.00%$0.00 $0.00 110 - CAD/Drafting
29.00 $30.00 $45.00 $870.00 18.00%SELECT
CLASS 0.00%$170.56 $1,197.16 310-1 - Carbon Shop - Paso
Duration Charged # Of UnitsOnsite ST Quantity OT Quantity ST Rate OT Rate Standby Rate Total
HOURLY 2.00 0.00 $8.94 $0.00 $1.97 $0.00
HOURLY 2.00 1200.00 $0.00 $0.00 $0.00 $0.00HOURLY1.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY4.00 0.00 $0.50 $0.21 $0.31 $0.00
HOURLY 1.00 0.00 $27.77 $23.33 $5.00 $0.00
HOURLY 1.00 0.00 $0.00 $0.00 $0.00HOURLY1.00 225.00 $50.74 $39.07 $12.69 $11,416.50HOURLY2.00 0.00 $0.00 $0.00 $0.00
HOURLY 2.00 600.00 $31.99 $26.55 $6.08 $19,194.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY0.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
Quantity Unit of Measure Unit Price Total Tax Rate
1200.00 hour $8.60 $10,320.00 8.75%
9000 LBS $0.65 $5,850.00 8.75%1000 lbs $0.65 $650.00 0.00%
2600 lbs $1.05 $2,730.00 0.00%
$0.00 0.00%$30,610.50
$0.00 0.00%Equipment 15.00%$4,591.58$0.00 0.00%$35,202.08
$0.00 0.00%$19,550.00
15.00%$2,932.50
$23,897.38
$0.00
Subcontractor 15.00%$0.00
$0.00
$5,000.00
Total $5,750.00
$5,000.00 Bonding Bonding %1.00%$2263.75Overhead5.00%
(Contract)
Profit Profit %Profit %0.00%$0.00
40 $239,957.48
Date
Date
RESET FORM
Number Job Name PCO Ti tle/Description
41075 980-2 Reservoir Rehab Girder Replacement
Owner Customer
Otay Water District Simpson Sandblasting
Labor:
Item Craft Class1BOILERMAKERAREA 1 BOILERMAKER- BLACKSMITH
2 NON-PREVAILING CARBON SHOP
3 NON-PREVAILING PAINTER
4 NON-PREVAILING ENGINEERING
5 NON-PREVAILING CAD/DRAFTING
6 NON-PREVAILING CARBON SHOP
Equipment:Item Equipment Description Standby Quantity Tracking Code
1 Welding Machine, 500A+SELECT CODE
2 Welding Equipent LN-25 SELECT CODE3Air Compressor - 185CFM SELECT CODE4Electric Power Tools (Add Consumables)SELECT CODE
5 Pickup, 1Ton SELECT CODE
6 Rod Oven SELECT CODE7Forklift, 8,000lbs SELECT CODE
8 Extention Ladder SELECT CODE
9 Lift, 25-50LF Snorkel SELECT CODE
10 Select Equipment SELECT CODE
11 Select Equipment SELECT CODE12Select Equipment SELECT CODE
13 Select Equipment SELECT CODE
14 Select Equipment SELECT CODE
15 Select Equipment SELECT CODEMaterials:Summary of ChargesItemDescriptionTracking Code Labor Cost Surcharge % Markup %Total
15.00%$140,456.98$0.00
$21,068.55
$161,525.53
1 Consumables 550-17 - Carbon - Consumables/Suppli
2 New Girder Material 140-13 - Carbon - Roof Structure3Temporary Girder 140-13 - Carbon - Roof Structure
4 Temporary Structure Poles (2)140-13 - Carbon - Roof Structure
5 SELECT CODE Cost
6 SELECT CODE Markup %7 SELECT CODE Total
8 SELECT CODE Cost
$1,414.88ItemNameDescriptionTotalTracking Code Markup %
1 SELECT CODE Total
2 SELECT CODE Cost3
4 SELECT CODE Total
Subcontractors:Material Tax
SELECT CODE CostFreightMarkup %
SELECT CODE Markup %
15.00%$750.00Freight:Item Name Description Tracking Code Total
1 Materials delivery and disposal 1070 - Field Trucking
2 SELECT CODE Overhead %$11318.74
5
Total Calendar Days Requested:PCO Total:
Signature of Owner's Representative/General Contractor Name
PRT Project Manager Signature Name
Paso Robles Tank, Inc. 825 26th St.Paso Robles, CA 93446Proposed Change Order (PCO)
Jo Date PCO Type PCO No.
1/11/2017 -
ST Hours OT Hours ST Rate OT Rate Labor Total Payroll Taxes %Work Comp Work Comp %Per Diem Rate Daily Truck Rate Qty/Days Benefits Total Tracking Code120.00 $75.83 $107.29 $9,099.60 18.00%Iron/Steel
Erection
9.93%$70.00 $35.00 15.0 $0.00 $13,216.12 550-1 - Carbon Field
24.00 $30.00 $45.00 $720.00 18.00%Steel
Fabrication
(Carbon)
7.08%$141.15 $1,041.73 310-1 - Carbon Shop - Paso
24.00 $38.50 $57.75 $924.00 18.00%Paint Shop 5.08%$166.28 $1,303.54 410-1 - Paso Paint Shop - Labor
0.00 $85.00 $127.50 $0.00 18.00%SELECT
CLASS
0.00%$0.00 $0.00 100 - Engineering
0.00 $35.00 $52.50 $0.00 18.00%SELECT
CLASS
0.00%$0.00 $0.00 110 - CAD/Drafting
0.00 18.00%SELECT
CLASS 0.00%$0.00 SELECT CODE
Duration Charged # Of UnitsOnsite ST Quantity OT Quantity ST Rate OT Rate Standby Rate Total
HOURLY 2.00 0.00 $8.94 $0.00 $1.97 $0.00
HOURLY 2.00 $0.00 $0.00 $0.00 $0.00HOURLY1.00 $0.00 $0.00 $0.00 $0.00HOURLY4.00 0.00 $0.50 $0.21 $0.31 $0.00
HOURLY 0.00 0.00 $27.77 $23.33 $5.00 $0.00
HOURLY 1.00 0.00 $0.00 $0.00 $0.00HOURLY1.00 30.00 $50.74 $39.07 $12.69 $1,522.20HOURLY2.00 0.00 $0.00 $0.00 $0.00
HOURLY 3.00 90.00 $31.99 $26.55 $6.08 $2,879.10
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY0.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
Quantity Unit of Measure Unit Price Total Tax Rate
0.00 hour $8.60 $0.00 8.75%
4800 LBS $0.65 $3,120.00 8.75%$0.00 0.00%
$0.00 0.00%
$0.00 0.00%$4,401.30
$0.00 0.00%Equipment 15.00%$660.20$0.00 0.00%$5,061.50
$0.00 0.00%$3,120.00
15.00%$468.00
$3,861.00
$0.00
Subcontractor 15.00%$0.00
$0.00
$1,000.00
Total $1,150.00
$1,000.00 Bonding Bonding %1.00%$279.68Overhead5.00%
(Contract)
Profit Profit %Profit %0.00%$0.00
11 $29,646.48
Date
Date
Total Calendar Days Requested:PCO Total:
Signature of Owner's Representative/General Contractor Name
PRT Project Manager Signature Name
15.00%$150.00Freight:Item Name Description Tracking Code Total
1 Materials delivery and disposal .5 loads form Paso 1070 - Field Trucking
2 SELECT CODE Overhead %$1398.40
5 SELECT CODE CostFreightMarkup %
SELECT CODE Markup %
4 SELECT CODE Total
Subcontractors:Material Tax $273.00ItemNameDescriptionTotalTracking Code Markup %
1 SELECT CODE Total
2 SELECT CODE Cost3
6 SELECT CODE Markup %7 SELECT CODE Total
8 SELECT CODE Cost
Item Description Tracking Code Labor Cost Surcharge % Markup %Total
15.00%$15,561.39$0.00
$2,334.21
$17,895.60
1 Consumables 550-17 - Carbon - Consumables/Suppli
2 Rafter Material 140-13 - Carbon - Roof Structure3SELECT CODE
4 SELECT CODE
5 SELECT CODE Cost
Materials:Summary of Charges
13 Select Equipment SELECT CODE
14 Select Equipment SELECT CODE
15 Select Equipment SELECT CODE
10 Select Equipment SELECT CODE
11 Select Equipment SELECT CODE12Select Equipment SELECT CODE
7 Forklift, 8,000lbs SELECT CODE
8 Extention Ladder SELECT CODE
9 Lift, 25-50LF Snorkel SELECT CODE
4 Electric Power Tools (Add Consumables)SELECT CODE
5 Pickup, 1Ton SELECT CODE
6 Rod Oven SELECT CODE
1 Welding Machine, 500A+SELECT CODE
2 Welding Equipent LN-25 SELECT CODE3Air Compressor - 185CFM SELECT CODE
5 NON-PREVAILING CAD/DRAFTING
6 SELECT CRAFT SELECT CLASS
Equipment:Item Equipment Description Standby Quantity Tracking Code
2 NON-PREVAILING CARBON SHOP
3 NON-PREVAILING PAINTER
4 NON-PREVAILING ENGINEERING
Otay Water District Simpson Sandblasting
Labor:
Item Craft Class1BOILERMAKERAREA 1 BOILERMAKER- BLACKSMITH
RESET FORM
Number Job Name PCO Ti tle/Description
41075 980-2 Reservoir Rehab Inner Long Rafter Replacement
Owner Customer
Paso Robles Tank, Inc. 825 26th St.Paso Robles, CA 93446Proposed Change Order (PCO)
Jo Date PCO Type PCO No.
1/11/2017 -
ST Hours OT Hours ST Rate OT Rate Labor Total Payroll Taxes %Work Comp Work Comp %Per Diem Rate Daily Truck Rate Qty/Days Benefits Total Tracking Code96.00 $75.83 $107.29 $7,279.68 18.00%Iron/Steel
Erection
9.93%$70.00 $35.00 12.0 $0.00 $10,572.89 550-1 - Carbon Field
24.00 $30.00 $45.00 $720.00 18.00%Steel
Fabrication
(Carbon)
7.08%$141.15 $1,041.73 310-1 - Carbon Shop - Paso
24.00 $38.50 $57.75 $924.00 18.00%Paint Shop 5.08%$166.28 $1,303.54 410-1 - Paso Paint Shop - Labor
0.00 $85.00 $127.50 $0.00 18.00%SELECT
CLASS
0.00%$0.00 $0.00 100 - Engineering
0.00 $35.00 $52.50 $0.00 18.00%SELECT
CLASS
0.00%$0.00 $0.00 110 - CAD/Drafting
0.00 18.00%SELECT
CLASS 0.00%$0.00 SELECT CODE
Duration Charged # Of UnitsOnsite ST Quantity OT Quantity ST Rate OT Rate Standby Rate Total
HOURLY 2.00 0.00 $8.94 $0.00 $1.97 $0.00
HOURLY 2.00 $0.00 $0.00 $0.00 $0.00HOURLY1.00 $0.00 $0.00 $0.00 $0.00HOURLY4.00 0.00 $0.50 $0.21 $0.31 $0.00
HOURLY 1.00 0.00 $27.77 $23.33 $5.00 $0.00
HOURLY 1.00 0.00 $0.00 $0.00 $0.00HOURLY1.00 24.00 $50.74 $39.07 $12.69 $1,217.76HOURLY2.00 0.00 $0.00 $0.00 $0.00
HOURLY 3.00 96.00 $31.99 $26.55 $6.08 $3,071.04
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY0.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
Quantity Unit of Measure Unit Price Total Tax Rate
96.00 hour $8.60 $825.60 8.75%
2400 LBS $0.65 $1,560.00 8.75%$0.00 0.00%
$0.00 0.00%
$0.00 0.00%$4,288.80
$0.00 0.00%Equipment 15.00%$643.32$0.00 0.00%$4,932.12
$0.00 0.00%$2,385.60
15.00%$357.84
$2,952.18
$0.00
Subcontractor 15.00%$0.00
$0.00
$1,000.00
Total $1,150.00
$1,000.00 Bonding Bonding %1.00%$241.31Overhead5.00%
(Contract)
Profit Profit %Profit %0.00%$0.00
11 $25,729.38
Date
Date
Total Calendar Days Requested:PCO Total:
Signature of Owner's Representative/General Contractor Name
PRT Project Manager Signature Name
15.00%$150.00Freight:Item Name Description Tracking Code Total
1 Materials delivery and disposal .5 loads form Paso 1070 - Field Trucking
2 SELECT CODE Overhead %$1206.57
5 SELECT CODE CostFreightMarkup %
SELECT CODE Markup %
4 SELECT CODE Total
Subcontractors:Material Tax $208.74ItemNameDescriptionTotalTracking Code Markup %
1 SELECT CODE Total
2 SELECT CODE Cost3
6 SELECT CODE Markup %7 SELECT CODE Total
8 SELECT CODE Cost
Item Description Tracking Code Labor Cost Surcharge % Markup %Total
15.00%$12,918.16$0.00
$1,937.72
$14,855.89
1 Consumables 550-17 - Carbon - Consumables/Suppli
2 Channel Shell Stiffening Material 140-13 - Carbon - Roof Structure3SELECT CODE
4 SELECT CODE
5 SELECT CODE Cost
Materials:Summary of Charges
13 Select Equipment SELECT CODE
14 Select Equipment SELECT CODE
15 Select Equipment SELECT CODE
10 Select Equipment SELECT CODE
11 Select Equipment SELECT CODE12Select Equipment SELECT CODE
7 Forklift, 8,000lbs SELECT CODE
8 Extention Ladder SELECT CODE
9 Lift, 25-50LF Snorkel SELECT CODE
4 Electric Power Tools (Add Consumables)SELECT CODE
5 Pickup, 1Ton SELECT CODE
6 Rod Oven SELECT CODE
1 Welding Machine, 500A+SELECT CODE
2 Welding Equipent LN-25 SELECT CODE3Air Compressor - 185CFM SELECT CODE
5 NON-PREVAILING CAD/DRAFTING
6 SELECT CRAFT SELECT CLASS
Equipment:Item Equipment Description Standby Quantity Tracking Code
2 NON-PREVAILING CARBON SHOP
3 NON-PREVAILING PAINTER
4 NON-PREVAILING ENGINEERING
Otay Water District Simpson Sandblasting
Labor:
Item Craft Class1BOILERMAKERAREA 1 BOILERMAKER- BLACKSMITH
RESET FORM
Number Job Name PCO Ti tle/Description
41075 980-2 Reservoir Rehab Inner Short Rafter Replacement
Owner Customer
Paso Robles Tank, Inc. 825 26th St.Paso Robles, CA 93446Proposed Change Order (PCO)
Jo Date PCO Type PCO No.
12/27/2017 -
ST Hours OT Hours ST Rate OT Rate Labor Total Payroll Taxes %Work Comp Work Comp %Per Diem Rate Daily Truck Rate Qty/Days Benefits Total Tracking Code96.00 $75.83 $107.29 $7,279.68 18.00%Iron/Steel
Erection
9.93%$70.00 $0.00 12.0 $0.00 $10,152.89 550-1 - Carbon Field
6.00 $30.00 $45.00 $180.00 18.00%Clerical 0.51%$35.29 $248.61 310-1 - Carbon Shop - Paso
0.00 $38.50 $57.75 $0.00 18.00%SELECT
CLASS 0.00%$0.00 $0.00 410-1 - Paso Paint Shop - Labor
3.00 $85.00 $127.50 $255.00 18.00%SELECT
CLASS
0.00%$37.97 $338.87 100 - Engineering
6.00 $35.00 $52.50 $210.00 18.00%SELECT
CLASS
0.00%$38.98 $286.78 110 - CAD/Drafting
0.00 18.00%SELECT
CLASS 0.00%$0.00 SELECT CODE
Duration Charged # Of UnitsOnsite ST Quantity OT Quantity ST Rate OT Rate Standby Rate Total
HOURLY 2.00 96.00 $8.94 $0.00 $1.97 $858.24
HOURLY 2.00 0.00 $0.39 $0.32 $0.08 $0.00HOURLY1.00 0.00 $15.48 $13.93 $1.86 $0.00HOURLY6.00 0.00 $0.50 $0.21 $0.31 $0.00
HOURLY 1.00 48.00 $27.77 $23.33 $5.00 $1,332.96
HOURLY 1.00 0.00 $0.00 $0.00 $0.00HOURLY1.00 0.00 $63.52 $48.91 $15.88 $0.00HOURLY2.00 0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY0.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
Quantity Unit of Measure Unit Price Total Tax Rate
96.00 hour $8.60 $825.60 8.75%
1800 LBS $0.65 $1,170.00 8.75%$0.00 0.00%
$0.00 0.00%
$0.00 0.00%$2,191.20
$0.00 0.00%Equipment 15.00%$328.68$0.00 0.00%$2,519.88
$0.00 0.00%$1,995.60
15.00%$299.34
$5,500.00 $2,469.56
$5,500.00
Subcontractor 15.00%$825.00
$6,325.00
$800.00
Total $920.00
$800.00 Bonding Bonding %1.00%$249.16Overhead5.00%
(Contract)
Profit Profit %Profit %0.00%$0.00
10 $26,410.60
Date
Date
Total Calendar Days Requested:PCO Total:
Signature of Owner's Representative/General Contractor Name
PRT Project Manager Signature Name
15.00%$120.00Freight:Item Name Description Tracking Code Total
1 Materials delivery and disposal 1070 - Field Trucking
2 SELECT CODE Overhead %$1245.78
5 SELECT CODE CostFreightMarkup %
SELECT CODE Markup %
4 SELECT CODE Total
Subcontractors:Material Tax $174.62ItemNameDescriptionTotalTracking Code Markup %
1 Radiography x-ray SELECT CODE Total
2 SELECT CODE Cost3
6 SELECT CODE Markup %7 SELECT CODE Total
8 SELECT CODE Cost
Item Description Tracking Code Labor Cost Surcharge % Markup %Total
15.00%$11,027.15$0.00
$1,654.07
$12,681.22
1 Consumables 550-17 - Carbon - Consumables/Suppli
2 Channel Shell Stiffening Material 140-14 - Carbon - Appt/Nozzles/Misc3SELECT CODE
4 SELECT CODE
5 SELECT CODE Cost
Materials:Summary of Charges
13 Select Equipment SELECT CODE
14 Select Equipment SELECT CODE
15 Select Equipment SELECT CODE
10 Select Equipment SELECT CODE
11 Select Equipment SELECT CODE12Select Equipment SELECT CODE
7 Forklift, 8,000lbs SELECT CODE
8 Extention Ladder SELECT CODE
9 Select Equipment SELECT CODE
4 Electric Power Tools (Add Consumables)SELECT CODE
5 Pickup, 1Ton SELECT CODE
6 Rod Oven SELECT CODE
1 Welding Machine, 500A+SELECT CODE
2 Welding Equipent LN-25 SELECT CODE3Air Compressor - 185CFM SELECT CODE
5 NON-PREVAILING CAD/DRAFTING
6 SELECT CRAFT SELECT CLASS
Equipment:Item Equipment Description Standby Quantity Tracking Code
2 NON-PREVAILING CARBON SHOP
3 NON-PREVAILING PAINTER
4 NON-PREVAILING ENGINEERING
Otay WD Simpson Sandblasting
Labor:
Item Craft Class1BOILERMAKERAREA 1 BOILERMAKER- BLACKSMITH
RESET FORM
Number Job Name PCO Ti tle/Description
Otay WD Doorsheet Proposal
Owner Customer
Paso Robles Tank, Inc. 825 26th St.Paso Robles, CA 93446Proposed Change Order (PCO)
Jo Date PCO Type PCO No.
1/11/2017 -
ST Hours OT Hours ST Rate OT Rate Labor Total Payroll Taxes %Work Comp Work Comp %Per Diem Rate Daily Truck Rate Qty/Days Benefits Total Tracking Code380.00 $75.83 $107.29 $28,815.40 18.00%Iron/Steel
Erection
9.93%$70.00 $35.00 48.0 $0.00 $41,903.54 550-1 - Carbon Field
76.00 $30.00 $45.00 $2,280.00 18.00%Steel
Fabrication
(Carbon)
7.08%$446.99 $3,298.81 310-1 - Carbon Shop - Paso
76.00 $38.50 $57.75 $2,926.00 18.00%Paint Shop 5.08%$526.55 $4,127.88 410-1 - Paso Paint Shop - Labor
0.00 $85.00 $127.50 $0.00 18.00%SELECT
CLASS
0.00%$0.00 $0.00 100 - Engineering
0.00 $35.00 $52.50 $0.00 18.00%SELECT
CLASS
0.00%$0.00 $0.00 110 - CAD/Drafting
0.00 18.00%SELECT
CLASS 0.00%$0.00 SELECT CODE
Duration Charged # Of UnitsOnsite ST Quantity OT Quantity ST Rate OT Rate Standby Rate Total
HOURLY 2.00 0.00 $8.94 $0.00 $1.97 $0.00
HOURLY 2.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY1.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY4.00 0.00 $0.50 $0.21 $0.31 $0.00
HOURLY 1.00 0.00 $27.77 $23.33 $5.00 $0.00
HOURLY 1.00 0.00 $0.00 $0.00 $0.00HOURLY1.00 95.00 $50.74 $39.07 $12.69 $4,820.30HOURLY2.00 0.00 $0.00 $0.00 $0.00
HOURLY 3.00 285.00 $31.99 $26.55 $6.08 $9,117.15
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY0.00 0.00 $0.00 $0.00 $0.00 $0.00HOURLY0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
HOURLY 0.00 0.00 $0.00 $0.00 $0.00 $0.00
Quantity Unit of Measure Unit Price Total Tax Rate
380.00 hour $0.00 $0.00 8.75%
15200 LBS $0.65 $9,880.00 8.75%$0.00 0.00%
$0.00 0.00%
$0.00 0.00%$13,937.45
$0.00 0.00%Equipment 15.00%$2,090.62$0.00 0.00%$16,028.07
$0.00 0.00%$9,880.00
15.00%$1,482.00
$12,226.50
$0.00
Subcontractor 15.00%$0.00
$0.00
$4,000.00
Total $4,600.00
$4,000.00 Bonding Bonding %1.00%$895.84Overhead5.00%
(Contract)
Profit Profit %Profit %0.00%$0.00
19 $94,959.39
Date
Date
Total Calendar Days Requested:PCO Total:
Signature of Owner's Representative/General Contractor Name
PRT Project Manager Signature Name
15.00%$600.00Freight:Item Name Description Tracking Code Total
1 Materials delivery and disposal 2 loads form Paso 1070 - Field Trucking
2 SELECT CODE Overhead %$4479.22
5 SELECT CODE CostFreightMarkup %
SELECT CODE Markup %
4 SELECT CODE Total
Subcontractors:Material Tax $864.50ItemNameDescriptionTotalTracking Code Markup %
1 SELECT CODE Total
2 SELECT CODE Cost3
6 SELECT CODE Markup %7 SELECT CODE Total
8 SELECT CODE Cost
Item Description Tracking Code Labor Cost Surcharge % Markup %Total
15.00%$49,330.23$0.00
$7,399.53
$56,729.76
1 Consumables 550-17 - Carbon - Consumables/Suppli
2 Rafter Material 140-13 - Carbon - Roof Structure3SELECT CODE
4 SELECT CODE
5 SELECT CODE Cost
Materials:Summary of Charges
13 Select Equipment SELECT CODE
14 Select Equipment SELECT CODE
15 Select Equipment SELECT CODE
10 Select Equipment SELECT CODE
11 Select Equipment SELECT CODE12Select Equipment SELECT CODE
7 Forklift, 8,000lbs SELECT CODE
8 Extention Ladder SELECT CODE
9 Lift, 25-50LF Snorkel SELECT CODE
4 Electric Power Tools (Add Consumables)SELECT CODE
5 Pickup, 1Ton SELECT CODE
6 Rod Oven SELECT CODE
1 Welding Machine, 500A+SELECT CODE
2 Welding Equipent LN-25 SELECT CODE3Air Compressor - 185CFM SELECT CODE
5 NON-PREVAILING CAD/DRAFTING
6 SELECT CRAFT SELECT CLASS
Equipment:Item Equipment Description Standby Quantity Tracking Code
2 NON-PREVAILING CARBON SHOP
3 NON-PREVAILING PAINTER
4 NON-PREVAILING ENGINEERING
Otay Water District Simpson Sandblasting
Labor:
Item Craft Class1BOILERMAKERAREA 1 BOILERMAKER- BLACKSMITH
RESET FORM
Number Job Name PCO Ti tle/Description
41075 980-2 Reservoir Rehab Outer Rafter Replacement
Owner Customer
Alyson Consulting
5620 Friars Road San Diego, CA 92110 (858) 518-3072
REQUEST FOR PROPOSAL # 001
Date: December 21, 2017 Project Name:
980-2 Reservoir Interior/Exterior Coating &
Upgrades
To: Simpson Sandblasting & Special Coatings C.I.P. No.: P2546-0011033
14665 Rancho Vista Drive, Fontana, CA Contractor: Simpson Sandblasting & Special Coatings
Attn: Rusty Simpson
From: Douglas Cook
Subject: Additional Structural Work
Reference Drawings: N/A
Ref. Spec. Section: N/A
Referenced RFI: N/A
Description: X Shop drawings required
No Shop drawings required
Please prepare a lump sum proposal to furnish all required labor, material, and equipment necessary to implement the
following items:
· All 72 outer rafters require replacement - 37 included in the Bid Item – submit pricing for 35 · All 21 inner-short rafters require replacement - 9 included in the Bid Item– submit pricing for 12
· All 21 inner-long rafters require replacement - 9 included in the Bid Item – submit pricing for 12
· 3 of 6 inner girders require replacement - girders to be replaced are field marked with X's on the bottom – none
included in Bid Items – submit pricing for 3 · 7 of 12 outer girders require replacement - girders to be replaced are field marked with X's on the bottom –
none including in Bid Items – submit pricing for 3
· Please submit a lump sum cost proposal for this adjustment to your construction contract by January 25, 2018.
Your proposal should include a complete detailed breakdown of labor man-hours, materials, equipment, and all
other related costs which would be basis for negotiation and agreement in an adjustment to the contract price.
· Please quantify the impact, if any, the above described scope of work will have upon your project completion
date, by identifying the first critical path element of your schedule which is impacted and the duration of the
impact.
· Other requirements to be included are: N/A
By:
Construction Manager’s Signature
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STAFF REPORT
TYPE MEETING: Regular Board
MEETING DATE: April 4, 2018
SUBMITTED BY:
Dan Martin
Engineering Manager
PROJECT: Various DIV. NO. All
APPROVED BY:
Rod Posada, Chief, Engineering
Mark Watton, General Manager
SUBJECT: Senate Bill 229 (SB-229) Accessory Dwelling Units New
Legislation Effective January 1, 2018
GENERAL MANAGER’S RECOMMENDATION:
This is an informational item only. Staff is not recommending changes
to the current business practices associated with assessment of fees
and capacity fees for Accessory Dwelling Units.
COMMITTEE ACTION:
Please see Attachment A.
PURPOSE:
To update the Otay Water District (District) Board regarding new
legislation under SB-229 Accessory Dwelling Units, which became
effective January 1, 2018.
ANALYSIS:
Over the last two years, there have been changes by the California
legislature to the state laws that govern accessory dwelling units
(ADUs). The California legislature found and declared that, among
other things, allowing ADUs in single-family and multi-family zones
provides additional rental housing, which is an essential component in
addressing housing needs in California.
On January 1, 2017, California legislation took affect that included
provisions for ADUs. Senate Bill 1069 (2016) (reconciled and enacted
jointly with Assembly Bill 2299 (2016)), amended Government Code
Sections 65582.1 and 65852.2. The code, as amended, provides for
2
ministerial approval of ADUs if the unit complies with certain parking
requirements, the maximum allowable size of an ADU, and setback
requirements. In addition, the amended code implemented the
following:
Removes the fire sprinkler requirement for an ADU if it is not
required in the primary residence;
Provides that ADUs shall not be considered new residential uses
for the purpose of calculating utility connection fees or
capacity charges including water and sewer service;
Prohibits a local agency from requiring an ADU applicant to
install a new or separate utility connection or impose a related
connection fee or capacity charge for ADUs that are contained
within an existing residence or accessory structure;
For attached and detached ADUs, fees or charges must be
proportionate to the burden of the unit on the water or sewer
system and may not exceed the reasonable cost of providing the
service.
The language of the amended code was specific to local agencies and
defined a local agency as follows:
“Local agency” means a city, county, or city and county,
whether general law or chartered.
On January 1, 2018, new legislation took affect with respect to ADUs.
SB-229 (2017) (reconciled and enacted jointly with AB-494 (2017)),
further amended Government Code section 65852.2 (see Exhibit A). SB-
229 extended, clarified, and modified how Government Code section
65852.2 applies to the District. Prior to this bill, there was
effectively no limit imposed on the District by section 65852.2,
relating to connection fees or capacity charges for ADUs.
Under SB-229, new limitations on connection fees and capacity charges
were established. SB-229 also provided that special districts and
water corporations cannot consider an ADU to be a new residential use
for the purposes of calculating connection fees or capacity charges
for utilities including water and sewer service. Additionally,
special districts and water corporations cannot require ADUs which
qualify for “ministerial approval” to install a new or separate
utility connection directly between the ADU and the utility or impose
a related connection fee or capacity change.
3
Section 65852.2 states in pertinent part that:
(f) (1) Fees charged for the construction of accessory
dwelling units shall be determined in accordance with
Chapter 5 (commencing with Section 66000) and Chapter 7
(commencing with Section 66012).
(2) Accessory dwelling units shall not be considered by a
local agency, special district, or water corporation to be
a new residential use for the purposes of calculating
connection fees or capacity charges for utilities including
water and sewer service.
(A) For an accessory dwelling unit described in subdivision
(e), a local agency, special district, or water corporation
shall not require the applicant to install a new or
separate utility connection directly between the accessory
dwelling unit and the utility or impose a related
connection fee or capacity charge.
ADUs which qualify for “ministerial approval” (and exempt from fees
and charges) are defined in section 65852.2(e) of the Government Code,
and must meet three (3) criteria. The ADU must: (1) be the only ADU
on the single-family lot and be contained within the existing space of
a single-family residence or accessory structure, (2) have independent
exterior access from the existing residence, and (3) have side and
rear setbacks sufficient for fire safety.
Section 65852.2(e) states:
(e) Notwithstanding subdivisions (a) to (d), inclusive, a
local agency shall ministerially approve an application for
a building permit to create within a zone for single-family
use one accessory dwelling unit per single-family lot if
the unit is contained within the existing space of a
single-family residence or accessory structure, has
independent exterior access from the existing residence,
and the side and rear setbacks are sufficient for fire
safety. Accessory dwelling units shall not be required to
provide fire sprinklers if they are not required for the
primary residence.
If the ADU in question meets these criteria, it qualifies for
ministerial approval and the District is not permitted to charge new
residential use connection fees or capacity charges.
The District may impose a connection fee and/or capacity charge
pursuant to Section 65852.2(f)(2)(B). In accordance with Chapter 5
4
(starting with section 66000) and Chapter 7 (starting with section
66012) the District may charge connection fees or capacity charges for
ADUs which are not ministerially approved. An ADU which is not
ministerially approved is any ADU which does not meet all three of the
criteria set forth in section 65852.2(e) (as described above).
Section 65852.2(f)(2)(B) also requires that, consistent with section
66013, any connection fee or capacity charge shall be proportionate to
the burden of the proposed accessory dwelling unit, based upon either
its size or the number of its plumbing fixtures, upon the water or
sewer system; and that this fee or charge shall not exceed the
reasonable cost of providing this service.
Section 65852.2(f)(2)(B) states:
(B) For an accessory dwelling unit that is not described in
subdivision (e), a local agency, special district, or water
corporation may require a new or separate utility
connection directly between the accessory dwelling unit and
the utility. Consistent with Section 66013, the connection
may be subject to a connection fee or capacity charge that
shall be proportionate to the burden of the proposed
accessory dwelling unit, based upon either its size or the
number of its plumbing fixtures, upon the water or sewer
system. This fee or charge shall not exceed the reasonable
cost of providing this service.
Neither SB-229 nor the relevant legislative history and analysis make
any specific mention of fees or charges associated with upsizing water
meters. Although the bill’s text and the legislative history and
analysis do not specifically address this issue, the public policy and
intent of the legislature are clear. SB-229 is intended to clarify
and amend section 65852.2 to make it easier and more affordable for
property owners to build ADUs.
However, pursuant to Section 65852.2(f)(2)(B), consistent with Section
66013, connection fees or capacity charges “shall be” proportionate to
the burden of a proposed ADU, based upon either its size or the number
of its plumbing fixtures, upon the water or sewer system, and these
fees or charges shall not exceed the reasonable cost of providing the
services. Accordingly, if an ADU increases the burden on the water or
sewer system sufficiently to justify the need for a bigger water meter
because it has increased the size of the dwelling or the number of
plumbing fixtures, the District may upsize the meter and charge the
appropriate fee, including the appropriate capacity fee. If the
District was to conclude otherwise, this would result in other water
or sewer customers bearing the cost of providing water or sewer
5
service to the owners of the ADU, which would violate Section 66013
and the constitutional protections afforded by Proposition 218.
The amended language of section 65852.2 prohibits the District from
charging new connection fees and capacity charges for ADUs that meet
the requirements of Section 65852.2(e). However, where an ADU
increases the burden on the water or sewer system sufficiently to
justify the need for a bigger water meter, because it has increased
the size of the dwelling or the number of plumbing fixtures, the
District may upsize the meter and charge the appropriate fee including
the appropriate capacity fee.
The District’s current Code of Ordinances and permit business
practices with respect to ADUs includes assessing the property’s total
existing and proposed number of plumbing fixture units to determine if
the property’s existing potable water meter is adequate or if a larger
meter is required. If the ADU requires an upsize to a larger meter
due to the proposed added plumbing fixtures, the District charges fees
and capacity fees in accordance with the District’s Code of Ordinances
to address the additional burden. Additionally, the District charges
sewer capacity fees for ADUs, as established in the District’s Code of
Ordinances, to account for the ADU’s increased burden on the sewer
system. The District does not require separate new water or sewer
services for ADUs.
FISCAL IMPACT: Joe Beachem, Chief Financial Officer
This is an informational item only. No fiscal impact.
STRATEGIC GOAL:
The expansion of the distribution system through the construction
developer projects supports the District’s Mission statement, “To
provide high value water and wastewater services to the customers of
the Otay Water District, in a professional, effective, and efficient
manner” and the General Manager’s Vision, "A District that is at the
forefront in innovations to provide water services at affordable
rates, with a reputation for outstanding customer service."
LEGAL IMPACT:
SB-229 is new legislation that is not entirely clear. As with any new
legislation, there may be future litigation which relates to the
meaning and application of SB-229, and which may involve the District.
DM/RP:jf
P:\Public-s\STAFF REPORTS\2018\BD 04-04-18\BD 04-04-18 SB-229 Accessory Dwelling Units Staff Report (DM_RP).docx
Attachments: Attachment A – Committee Action
Exhibit A – Section 65852.2 of the Government Code
ATTACHMENT A
SUBJECT/PROJECT:
Various
Senate Bill 229 (SB-229) Accessory Dwelling Units New
Legislation Effective January 1, 2018
COMMITTEE ACTION:
The Engineering, Operations, and Water Resources Committee (Committee)
reviewed this informational item at a Committee Meeting held on
March 20, 2018. The Committee supported staff’s recommendation.
NOTE:
The “Committee Action” is written in anticipation of the Committee
moving the item forward for Board approval. This report will be sent
to the Board as a Committee approved item, or modified to reflect any
discussion or changes as directed from the Committee prior to
presentation to the full Board.
SB-229 Accessory dwelling units.(2017-2018)
SECTION 1. Section 65852.2 of the Government Code is amended to read:
65852.2. (a) (1) A local agency may, by ordinance, provide for the creation of accessory dwelling units in areas
zoned to allow single-family or multifamily use. The ordinance shall do all of the following:
(A) Designate areas within the jurisdiction of the local agency where accessory dwelling units may be permitted.
The designation of areas may be based on criteria that may include, but are not limited to, the adequacy of water
and sewer services and the impact of accessory dwelling units on traffic flow and public safety.
(B) (i) Impose standards on accessory dwelling units that include, but are not limited to, parking, height, setback,
lot coverage, landscape, architectural review, maximum size of a unit, and standards that prevent adverse
impacts on any real property that is listed in the California Register of Historic Places.
(ii) Notwithstanding clause (i), a local agency may reduce or eliminate parking requirements for any accessory
dwelling unit located within its jurisdiction.
(C) Provide that accessory dwelling units do not exceed the allowable density for the lot upon which the accessory
dwelling unit is located, and that accessory dwelling units are a residential use that is consistent with the existing
general plan and zoning designation for the lot.
(D) Require the accessory dwelling units to comply with all of the following:
(i) The unit may be rented separate from the primary residence, buy but may not be sold or otherwise conveyed
separate from the primary residence.
(ii) The lot is zoned to allow single-family or multifamily use and includes a proposed or existing single-family
dwelling.
(iii) The accessory dwelling unit is either attached to or located within the living area of the proposed or existing
primary dwelling or detached from the proposed or existing primary dwelling and located on the same lot as the
proposed or existing primary dwelling.
(iv) The total area of floorspace of an attached accessory dwelling unit shall not exceed 50 percent of the
proposed or existing primary dwelling living area or 1,200 square feet.
(v) The total area of floorspace for a detached accessory dwelling unit shall not exceed 1,200 square feet.
(vi) No passageway shall be required in conjunction with the construction of an accessory dwelling unit.
(vii) No setback shall be required for an existing garage that is converted to an accessory dwelling unit or to a
portion of an accessory dwelling unit, and a setback of no more than five feet from the side and rear lot lines
shall be required for an accessory dwelling unit that is constructed above a garage.
(viii) Local building code requirements that apply to detached dwellings, as appropriate.
(ix) Approval by the local health officer where a private sewage disposal system is being used, if required.
(x) (I) Parking requirements for accessory dwelling units shall not exceed one parking space per unit or per
bedroom, whichever is less. bedroom. These spaces may be provided as tandem parking on a driveway.
(II) Offstreet parking shall be permitted in setback areas in locations determined by the local agency or through
tandem parking, unless specific findings are made that parking in setback areas or tandem parking is not feasible
based upon specific site or regional topographical or fire and life safety conditions.conditions, or that it is not
permitted anywhere else in the jurisdiction.
Home Bill Information California Law Publications Other Resources My Subscriptions My Favorites
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(III) This clause shall not apply to a unit that is described in subdivision (d).
(xi) When a garage, carport, or covered parking structure is demolished in conjunction with the construction of an
accessory dwelling unit unit, or converted to an accessory dwelling unit, and the local agency requires that those
offstreet parking spaces be replaced, the replacement spaces may be located in any configuration on the same lot
as the accessory dwelling unit, including, but not limited to, as covered spaces, uncovered spaces, or tandem
spaces, or by the use of mechanical automobile parking lifts. This clause shall not apply to a unit that is described
in subdivision (d).
(2) The ordinance shall not be considered in the application of any local ordinance, policy, or program to limit
residential growth.
(3) When a local agency receives its first application on or after July 1, 2003, for a permit pursuant to this
subdivision, the application shall be considered ministerially without discretionary review or a hearing,
notwithstanding Section 65901 or 65906 or any local ordinance regulating the issuance of variances or special use
permits, within 120 days after receiving the application. A local agency may charge a fee to reimburse it for costs
that it incurs as a result of amendments to this paragraph enacted during the 2001–02 Regular Session of the
Legislature, including the costs of adopting or amending any ordinance that provides for the creation of an
accessory dwelling unit.
(4) An existing ordinance governing the creation of an accessory dwelling unit by a local agency or an accessory
dwelling ordinance adopted by a local agency subsequent to the effective date of the act adding this paragraph
shall provide an approval process that includes only ministerial provisions for the approval of accessory dwelling
units and shall not include any discretionary processes, provisions, or requirements for those units, except as
otherwise provided in this subdivision. In the event that a local agency has an existing accessory dwelling unit
ordinance that fails to meet the requirements of this subdivision, that ordinance shall be null and void upon the
effective date of the act adding this paragraph and that agency shall thereafter apply the standards established in
this subdivision for the approval of accessory dwelling units, unless and until the agency adopts an ordinance that
complies with this section.
(5) No other local ordinance, policy, or regulation shall be the basis for the denial of a building permit or a use
permit under this subdivision.
(6) This subdivision establishes the maximum standards that local agencies shall use to evaluate a proposed
accessory dwelling unit on a lot zoned for residential use that includes a proposed or existing single-family
dwelling. No additional standards, other than those provided in this subdivision, shall be utilized or imposed,
except that a local agency may require an applicant for a permit issued pursuant to this subdivision to be an
owner-occupant or that the property be used for rentals of terms longer than 30 days.
(7) A local agency may amend its zoning ordinance or general plan to incorporate the policies, procedures, or
other provisions applicable to the creation of an accessory dwelling unit if these provisions are consistent with the
limitations of this subdivision.
(8) An accessory dwelling unit that conforms to this subdivision shall be deemed to be an accessory use or an
accessory building and shall not be considered to exceed the allowable density for the lot upon which it is located,
and shall be deemed to be a residential use that is consistent with the existing general plan and zoning
designations for the lot. The accessory dwelling unit shall not be considered in the application of any local
ordinance, policy, or program to limit residential growth.
(b) When a local agency that has not adopted an ordinance governing accessory dwelling units in accordance with
subdivision (a) receives an application its first application on or after July 1, 1983, for a permit to create an
accessory dwelling unit pursuant to this subdivision, the local agency shall accept the application and approve or
disapprove the application ministerially without discretionary review pursuant to subdivision (a) within 120 days
after receiving the application.
(c) A local agency may establish minimum and maximum unit size requirements for both attached and detached
accessory dwelling units. No minimum or maximum size for an accessory dwelling unit, or size based upon a
percentage of the proposed or existing primary dwelling, shall be established by ordinance for either attached or
detached dwellings that does not permit at least an efficiency unit to be constructed in compliance with local
development standards. Accessory dwelling units shall not be required to provide fire sprinklers if they are not
required for the primary residence.
(d) Notwithstanding any other law, a local agency, whether or not it has adopted an ordinance governing
accessory dwelling units in accordance with subdivision (a), shall not impose parking standards for an accessory
dwelling unit in any of the following instances:
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(1) The accessory dwelling unit is located within one-half mile of public transit.
(2) The accessory dwelling unit is located within an architecturally and historically significant historic district.
(3) The accessory dwelling unit is part of the proposed or existing primary residence or an accessory structure.
(4) When on-street parking permits are required but not offered to the occupant of the accessory dwelling unit.
(5) When there is a car share vehicle located within one block of the accessory dwelling unit.
(e) Notwithstanding subdivisions (a) to (d), inclusive, a local agency shall ministerially approve an application for
a building permit to create within a zone for single-family use one accessory dwelling unit per single-family lot if
the unit is contained within the existing space of a single-family residence or accessory structure, including, but
not limited to, a studio, pool house, or other similar structure, has independent exterior access from the existing
residence, and the side and rear setbacks are sufficient for fire safety. Accessory dwelling units shall not be
required to provide fire sprinklers if they are not required for the primary residence. A city may require owner
occupancy for either the primary or the accessory dwelling unit created through this process.
(f) (1) Fees charged for the construction of accessory dwelling units shall be determined in accordance with
Chapter 5 (commencing with Section 66000) and Chapter 7 (commencing with Section 66012).
(2) Accessory dwelling units shall not be considered by a local agency, special district, or water corporation to be
a new residential use for the purposes of calculating connection fees or capacity charges for utilities, including
water and sewer service.
(A) For an accessory dwelling unit described in subdivision (e), a local agency, special district, or water
corporation shall not require the applicant to install a new or separate utility connection directly between the
accessory dwelling unit and the utility or impose a related connection fee or capacity charge.
(B) For an accessory dwelling unit that is not described in subdivision (e), a local agency, special district, or water
corporation may require a new or separate utility connection directly between the accessory dwelling unit and the
utility. Consistent with Section 66013, the connection may be subject to a connection fee or capacity charge that
shall be proportionate to the burden of the proposed accessory dwelling unit, based upon either its size or the
number of its plumbing fixtures, upon the water or sewer system. This fee or charge shall not exceed the
reasonable cost of providing this service.
(g) This section does not limit the authority of local agencies to adopt less restrictive requirements for the
creation of an accessory dwelling unit.
(h) Local agencies shall submit a copy of the ordinance adopted pursuant to subdivision (a) to the Department of
Housing and Community Development within 60 days after adoption. The department may review and comment
on this submitted ordinance.
(i) As used in this section, the following terms mean:
(1) “Living area” means the interior habitable area of a dwelling unit including basements and attics but does not
include a garage or any accessory structure.
(2) “Local agency” means a city, county, or city and county, whether general law or chartered.
(3) For purposes of this section, “neighborhood” has the same meaning as set forth in Section 65589.5.
(4) “Accessory dwelling unit” means an attached or a detached residential dwelling unit which provides complete
independent living facilities for one or more persons. It shall include permanent provisions for living, sleeping,
eating, cooking, and sanitation on the same parcel as the single-family dwelling is situated. An accessory dwelling
unit also includes the following:
(A) An efficiency unit, as defined in Section 17958.1 of the Health and Safety Code.
(B) A manufactured home, as defined in Section 18007 of the Health and Safety Code.
(5) “Passageway” means a pathway that is unobstructed clear to the sky and extends from a street to one
entrance of the accessory dwelling unit.
(6) “Tandem parking” means that two or more automobiles are parked on a driveway or in any other location on
a lot, lined up behind one another.
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(j) Nothing in this section shall be construed to supersede or in any way alter or lessen the effect or application of
the California Coastal Act of 1976 (Division 20 (commencing with Section 30000) of the Public Resources Code),
except that the local government shall not be required to hold public hearings for coastal development permit
applications for accessory dwelling units.
SEC. 1.5. Section 65852.2 of the Government Code is amended to read:
65852.2. (a) (1) A local agency may, by ordinance, provide for the creation of accessory dwelling units in areas
zoned to allow single-family or multifamily use. The ordinance shall do all of the following:
(A) Designate areas within the jurisdiction of the local agency where accessory dwelling units may be permitted.
The designation of areas may be based on criteria that may include, but are not limited to, the adequacy of water
and sewer services and the impact of accessory dwelling units on traffic flow and public safety.
(B) (i) Impose standards on accessory dwelling units that include, but are not limited to, parking, height, setback,
lot coverage, landscape, architectural review, maximum size of a unit, and standards that prevent adverse
impacts on any real property that is listed in the California Register of Historic Places.
(ii) Notwithstanding clause (i), a local agency may reduce or eliminate parking requirements for any accessory
dwelling unit located within its jurisdiction.
(C) Provide that accessory dwelling units do not exceed the allowable density for the lot upon which the accessory
dwelling unit is located, and that accessory dwelling units are a residential use that is consistent with the existing
general plan and zoning designation for the lot.
(D) Require the accessory dwelling units to comply with all of the following:
(i) The unit may be rented separate from the primary residence, buy may not be sold or otherwise conveyed
separate from the primary residence.
(ii) The lot is zoned to allow single-family or multifamily use and includes a proposed or existing single-family
dwelling.
(iii) The accessory dwelling unit is either attached or located within the living area of the proposed or existing
primary dwelling or detached from the proposed or existing primary dwelling and located on the same lot as the
proposed or existing primary dwelling.
(iv) The total area of floorspace of an attached accessory dwelling unit shall not exceed 50 percent of the
proposed or existing primary dwelling living area or 1,200 square feet.
(v) The total area of floorspace for a detached accessory dwelling unit shall not exceed 1,200 square feet.
(vi) No passageway shall be required in conjunction with the construction of an accessory dwelling unit.
(vii) No setback shall be required for an existing garage that is converted to an accessory dwelling unit or to a
portion of an accessory dwelling unit, and a setback of no more than five feet from the side and rear lot lines shall
be required for an accessory dwelling unit that is constructed above a garage.
(viii) Local building code requirements that apply to detached dwellings, as appropriate.
(ix) Approval by the local health officer where a private sewage disposal system is being used, if required.
(x) (I) Parking requirements for accessory dwelling units shall not exceed one parking space per unit or per
bedroom, whichever is less. These spaces may be provided as tandem parking on a driveway.
(II) Offstreet parking shall be permitted in setback areas in locations determined by the local agency or through
tandem parking, unless specific findings are made that parking in setback areas or tandem parking is not feasible
based upon specific site or regional topographical or fire and life safety conditions.
(III) This clause shall not apply to a unit that is described in subdivision (d).
(xi) When a garage, carport, or covered parking structure is demolished in conjunction with the construction of an
accessory dwelling unit or converted to an accessory dwelling unit, and the local agency requires that those off-
street parking spaces be replaced, the replacement spaces may be located in any configuration on the same lot as
the accessory dwelling unit, including, but not limited to, as covered spaces, uncovered spaces, or tandem
spaces, or by the use of mechanical automobile parking lifts. This clause shall not apply to a unit that is described
in subdivision (d).
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(2) The ordinance shall not be considered in the application of any local ordinance, policy, or program to limit
residential growth.
(3) When a local agency receives its first application on or after July 1, 2003, for a permit pursuant to this
subdivision, the application shall be considered ministerially without discretionary review or a hearing,
notwithstanding Section 65901 or 65906 or any local ordinance regulating the issuance of variances or special use
permits, within 120 days after receiving the application. A local agency may charge a fee to reimburse it for costs
that it incurs as a result of amendments to this paragraph enacted during the 2001–02 Regular Session of the
Legislature, including the costs of adopting or amending any ordinance that provides for the creation of an
accessory dwelling unit.
(4) An existing ordinance governing the creation of an accessory dwelling unit by a local agency or an accessory
dwelling ordinance adopted by a local agency subsequent to the effective date of the act adding this paragraph
shall provide an approval process that includes only ministerial provisions for the approval of accessory dwelling
units and shall not include any discretionary processes, provisions, or requirements for those units, except as
otherwise provided in this subdivision. In the event that a local agency has an existing accessory dwelling unit
ordinance that fails to meet the requirements of this subdivision, that ordinance shall be null and void upon the
effective date of the act adding this paragraph and that agency shall thereafter apply the standards established in
this subdivision for the approval of accessory dwelling units, unless and until the agency adopts an ordinance that
complies with this section.
(5) No other local ordinance, policy, or regulation shall be the basis for the denial of a building permit or a use
permit under this subdivision.
(6) This subdivision establishes the maximum standards that local agencies shall use to evaluate a proposed
accessory dwelling unit on a lot zoned for residential use that includes a proposed or existing single-family
dwelling. No additional standards, other than those provided in this subdivision, shall be utilized or imposed,
except that a local agency may require an applicant for a permit issued pursuant to this subdivision to be an
owner-occupant or that the property be used for rentals of terms longer than 30 days.
(7) A local agency may amend its zoning ordinance or general plan to incorporate the policies, procedures, or
other provisions applicable to the creation of an accessory dwelling unit if these provisions are consistent with the
limitations of this subdivision.
(8) An accessory dwelling unit that conforms to this subdivision shall be deemed to be an accessory use or an
accessory building and shall not be considered to exceed the allowable density for the lot upon which it is located,
and shall be deemed to be a residential use that is consistent with the existing general plan and zoning
designations for the lot. The accessory dwelling unit shall not be considered in the application of any local
ordinance, policy, or program to limit residential growth.
(b) When a local agency that has not adopted an ordinance governing accessory dwelling units in accordance with
subdivision (a) receives an application for a permit to create an accessory dwelling unit pursuant to this
subdivision, the local agency shall approve or disapprove the application ministerially without discretionary review
pursuant to subdivision (a) within 120 days after receiving the application.
(c) A local agency may establish minimum and maximum unit size requirements for both attached and detached
accessory dwelling units. No minimum or maximum size for an accessory dwelling unit, or size based upon a
percentage of the proposed or existing primary dwelling, shall be established by ordinance for either attached or
detached dwellings that does not permit at least an efficiency unit to be constructed in compliance with local
development standards. Accessory dwelling units shall not be required to provide fire sprinklers if they are not
required for the primary residence.
(d) Notwithstanding any other law, a local agency, whether or not it has adopted an ordinance governing
accessory dwelling units in accordance with subdivision (a), shall not impose parking standards for an accessory
dwelling unit in any of the following instances:
(1) The accessory dwelling unit is located within one-half mile of public transit.
(2) The accessory dwelling unit is located within an architecturally and historically significant historic district.
(3) The accessory dwelling unit is part of the proposed or existing primary residence or an accessory structure.
(4) When on-street parking permits are required but not offered to the occupant of the accessory dwelling unit.
(5) When there is a car share vehicle located within one block of the accessory dwelling unit.
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(e) Notwithstanding subdivisions (a) to (d), inclusive, a local agency shall ministerially approve an application for
a building permit to create within a zone for single-family use one accessory dwelling unit per single-family lot if
the unit is contained within the existing space of a single-family residence or accessory structure, including, but
not limited to, a studio, pool house, or other similar structure, has independent exterior access from the existing
residence, and the side and rear setbacks are sufficient for fire safety. Accessory dwelling units shall not be
required to provide fire sprinklers if they are not required for the primary residence. A city may require owner
occupancy for either the primary or the accessory dwelling unit created through this process.
(f) (1) Fees charged for the construction of accessory dwelling units shall be determined in accordance with
Chapter 5 (commencing with Section 66000) and Chapter 7 (commencing with Section 66012).
(2) Accessory dwelling units shall not be considered by a local agency, special district, or water corporation to be
a new residential use for the purposes of calculating connection fees or capacity charges for utilities, including
water and sewer service.
(A) For an accessory dwelling unit described in subdivision (e), a local agency, special district, or water
corporation shall not require the applicant to install a new or separate utility connection directly between the
accessory dwelling unit and the utility or impose a related connection fee or capacity charge.
(B) For an accessory dwelling unit that is not described in subdivision (e), a local agency, special district, or water
corporation may require a new or separate utility connection directly between the accessory dwelling unit and the
utility. Consistent with Section 66013, the connection may be subject to a connection fee or capacity charge that
shall be proportionate to the burden of the proposed accessory dwelling unit, based upon either its size or the
number of its plumbing fixtures, upon the water or sewer system. This fee or charge shall not exceed the
reasonable cost of providing this service.
(g) This section does not limit the authority of local agencies to adopt less restrictive requirements for the
creation of an accessory dwelling unit.
(h) Local agencies shall submit a copy of the ordinance adopted pursuant to subdivision (a) to the Department of
Housing and Community Development within 60 days after adoption. The department may review and comment
on this submitted ordinance.
(i) As used in this section, the following terms mean:
(1) “Living area” means the interior habitable area of a dwelling unit including basements and attics but does not
include a garage or any accessory structure.
(2) “Local agency” means a city, county, or city and county, whether general law or chartered.
(3) For purposes of this section, “neighborhood” has the same meaning as set forth in Section 65589.5.
(4) “Accessory dwelling unit” means an attached or a detached residential dwelling unit which provides complete
independent living facilities for one or more persons. It shall include permanent provisions for living, sleeping,
eating, cooking, and sanitation on the same parcel as the single-family dwelling is situated. An accessory dwelling
unit also includes the following:
(A) An efficiency unit, as defined in Section 17958.1 of the Health and Safety Code.
(B) A manufactured home, as defined in Section 18007 of the Health and Safety Code.
(5) “Passageway” means a pathway that is unobstructed clear to the sky and extends from a street to one
entrance of the accessory dwelling unit.
(6) “Tandem parking” means that two or more automobiles are parked on a driveway or in any other location on
a lot, lined up behind one another.
(j) Nothing in this section shall be construed to supersede or in any way alter or lessen the effect or application of
the California Coastal Act of 1976 (Division 20 (commencing with Section 30000) of the Public Resources Code),
except that the local government shall not be required to hold public hearings for coastal development permit
applications for accessory dwelling units.
SEC. 2. Section 1.5 of this bill incorporates amendments to Section 65852.2 of the Government Code proposed by
both this bill and Assembly Bill 494. That section shall only become operative if (1) both bills are enacted and
become effective on or before January 1, 2018, (2) each bill amends Section 65852.2 of the Government Code,
and (3) this bill is enacted after Assembly Bill 494, in which case Section 1 of this bill shall not become operative.
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SEC. 3. No reimbursement is required by this act pursuant to Section 6 of Article XIII B of the California
Constitution because a local agency or school district has the authority to levy service charges, fees, or
assessments sufficient to pay for the program or level of service mandated by this act, within the meaning of
Section 17556 of the Government Code.
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