Loading...
HomeMy WebLinkAbout2013/09/10 Item 13 � -...�:�,�,--_�.-:-.=�'-- ��."���;-�_- _�=•: CITY COUNCIL � �. � � ,-��-�,; - AGENDA STATEMENT „ :.� . � � .� �t:; - _ �� �`�� CITY OF CHUTA VISfA SEPTEMIBER 10, 2013, Item �� ITEn4 TITLE: RESOLUTION OF THE CITl' COUT'CIL OF THE CITY OF CHLiLA V"ISTA APPROVI\'G .A THREE PARTI' AGREEn4ENT BETA'EEN THE CITI' OF CHtiLA VISTA. BURKETT & ��'ONG EI�'GI�'EERS. A.\TD SSBT LCRE V. LLC FOR COI�'SULTANT SERVICES RELATED TO PREPARATION OF PUBLIC FACILITIES FI\'A\'CING PLAIvS AI�TD FISC:aL, IMPACT A\TALYSES ASSOCLATED R'ITH THE OTAY RAIvCH VILLAGES THREE I�TORTH/PORTION OF FOliR. EIGHT EAST A.ND TE\T SECTIOI�?AL PLAI�T\TING AREA (SPA) PLAI�'S. AI�TD AUTHORIZIi�'G THE r4AYOR TO E�CUTE SAID AGREEA�fENT SUBD�TTED BP: DEVELOPA4ENT SERVICES DIRECTOR � REVIE�i'ED B1': CITY" A1?,_�'.AGER ��r��py � �hTHS VOTE: YES � NO � SU��L17ARl' In A4a�� 2008 and Auwst 2010, the Cirv approved an initial and subsequently amended Land Offer A�eement (LOA) �vith JPB De��elopment; LLC; la��ine out the panicular processing considerarions for their V"illaee 3 I�TOrth, portion of Villaee 4, Villaee 8 East and Villase l0 projects. The applicant has filed Sectional Plamiui� Area (SPA) Plans and Tentati��e�Map applicarions for these same Villases. This item requests Cin Council appro��al of a three- pam� a�eement for prepazation of the necessary Public Facilities Financing Plans (PFFP) and Fiscal Impact Anal��ses (FIA) for these projects. • E\11R01A�\TAL REVIER' The Decelopment Services D'uector has revie�ved the proposed aereement appro��al for compliance ��ith the Califomia Environmental Qualit}� Act (CEQA) and has determined that the activin� is not a "Projecr' as defined under Section 1�378 of the State CEQA Guidelines; therefore; pursuant to Section 1�060 (c)(3) of the State CEQA Guidelines the activit�� is not subject to CEQA. Thus; no em ironmental re�ie��� is required. REC0I��IE\�ATION That Cim Council adopt the Resolution 13-1 SEPTEMBER ]0, 2013, Item �� Page 2 of 3 BOARDS/COA'iMISSION RECOMMENDATION I�'/A DISCUSSION Backaround In May 2008 the City Council approved an initial LOA with JPB Development, LLC to acquire additional lands for the planned University/Regional Technology Pazk within the Otay Ranch Community. In August 2010, the City approved a�� amended LOA. In general, the LOA pro��ides the City land for a future Universiry in exchange for consideration of increased densities and a two-year processing schedule for the entitlements on the applicant�s Village 3 North/ Portion of 4, Village 8 East, and Village ]0 projects. As called for by the LOA, the Ciry and the applicant also entered into a processing agreement in Aub st 2010 fhat details the timing and processing of the entitlements. The Ciry has recei��ed applications for the SPA Plans and preliminary lotting studies for Villages 3 North/Portion of 4, 8 East, and 10, and the City is activel}� processing those applicafions. Pursuant to the Ciry's Growth n4anagement Ordinance (CVMC 19.09), the SPA plans and preliminary lotting studies for Villages 3/4, 8 East, and 10 require the prepazation of PFFPs and FIAs. Consultant Services Selection Process On April 20; 2012 the Cin� issued a Request for Proposal (RFP) for the preparation of the needed PFFPs and related FIAs for the Villages 3/4, 8 East, and 10 projects. A total of four firms responded by the close of business on May 8, 2012 (due date). Each of the proposals was rated by a panel against pre-deterinined factors. After coinpiling the data sheets submitted by each of the panel members, Burkett and Wo,ng Engineers , (engineering and planning consultant) had the highest average rating and ���as selected as the preferred consultant along with Pro Forma Advisors, LLC (FIA consultant). Scooe of Work Through the three-party agreement; Burkett and Wong Engineers will function as the PFFP Consultant to the Cih� under tl�e supervision of the City's Project Manager. The responsibiliries of Burkett and Wong Engineers will include the following: PFFPs • Conduct preliminazy research and revie��� available project information; • ]dentify and describe facilities and service impacts; • Evaluation and recommendatious to initigate potential impacts; • Attendance at team meetings and public l�earings; • Preparation of PFFPs for the Villages 3/4, 8 East, and 10 projects. 13-2 SEPTE?��IBER 10, 2013; Item �3 Pase 3 of 3 FIAs • Information Collection From Cin�: • Determine Annual Fiscal Costs: • Calculate Annual Fiscal Revenues: � • Calculate i�'et Fiscal Impacts; • Attendance at team meetinos and public hearin�s; • Prepazation of report as part of the PFFPs for Villaee 3/4; 8 East; and 10. Contract Pavment The total cost of the contract for consultine services is �118.080 ��ith an additional 2�% continsenc<< (�29,�20) for additional ser��ices to cover unforeseen issues that ma}� arise duringy preparation of the PFFPs/FIAs if detemuned necessarq by Director of Development Sen�ices. The project applicant will pa�� all consultant costs, as ���ell as reunburse the Ciri� for all associated staffine costs through tbe projects' deposit accounts. DECISION D'IAhER CONFLICT Staff has re�ie���ed the property holdines of the Citv Councilmembers and has found no propem holdings ���ithin �00 feet of the boundaries of the propert�� «�hich is subject to this action. Staff is not independently a���aze; nor has staff been informed bv any Cin� Councilmember. of anv other fact that ma�� constimte a basis for a decision mal:er conflict of interest in this matter. CliRRENT 1'E.�,R FISCAL In7PACT There will be no impact to the General Fund. The applicant �vill fullv compensate the ' consultant for consultino services, and �211 also reimburse the Ciri� for'all associated staffing cosu through the projects' deposit accounts. ONGOING FISCAL In�IPACT Appro��al of the three-pam� aereement �;�ill not result in on-eoino fiscal impacts since the applicant is solelv responsible for compensatino the consultant and reimbursin� the Cin� for all associated staffine costs. Also; production of the project PFFPs/FI.As under contract is a one-time��ork effort that «�ill be completed by the end of 2014. ATTACHI�\�TS 1. Project Boundar�� A4ap 2. Three-Part�� Asreement Prepared 6y: Joe Gamb(e, Landscape Planner, Developmen�Sen�ices Deparrmeni H:IPLAI��7A'GIOT.4}'R.ANCHUPBIPFFPICCAgenda Statement JPB PFFP 13-3 5�,,.:�y,�„ ,yva"'�' Y� °'��s �� �.;^�,+�r yr '�s��s3r�' ,- `31 f;.� �" �b� '� `"-�'' �i 'f��n'".',� � �'�k�c fi � �'--"x...`'-?.^t'`1 ? . d 1, � '.-�z"�."'��G''"-r � i3 �t�� �t�'--� '�,G.�" 4 '�-..,vs V A ,�l F . a,fa aS. t }r- � �7^"'�t�« �`2+. 3 ,! SK r . � ���' � {4'., � h�k�g��?Y::p x r���M����.,--�����t�d:��*�- �t � � . i� ''i Y 'x2�y�al� G�a'� : �tr �n 4i•'���r'A�'t�7 �.�t�,'` }�i re .;� rp �v. �. 7,+' a . . �r � ,Li:1�]t�Y� � . v' �� %r/��,S,e� ��'�pa�,o-�4���'fi,-k.d��� � �� i ti 'ti .^°�,`-`�rs'S s� y����• 's � `P . LQi{� � ��i�+�'v����sy;S� a'MiY�r �F� " � ��` 'rs �`��`�r� 6 t�,t�fr��Wu�4aP0_t�- _" �({".��1��c.7t< 4����f�f� ..gtq .� a 3 d' .-c r! .x �� i+u'- s ty�,Tb..tffi'3sa�4,t �sa�4i 4 a.� � n�,�n 'FYF�r,Z jw��i I �$.-�k�s 3 ..�s�'�q�"y,��7:�C��,�rvX��$�+�L�'`J'5+�,�5 ��y���u�y"�"' � �'�. ' • .�t7 �'�����.��s-�'���V �r� '§`� �rf`�53�� �"�+r�c`�,g-*�fd'Lc.��4�A�.cq�, '61i'i,J,y�i'•�'+ �� t`�S';" g �y ��' _ � Y���-�ri��ryY� ,tti*ctt(,�f"K S:��c.�w{��;iti��i�`}�c,��'�'��'r,4Y� r�i.�y .�.�'���}Q`y`t°-s+ .'�,� �+T hC�f! 1 �{�J�4�C�rf, "M1Y� L -�� '� � i. k '�•`G.��i 1'/' �`e'�Yl�'�Y�" q'�� .y3 ;� _ e .s.,s 4c��^,y! �j��t -�kr-,p� �3�L��ti�jY.�r �E..i' ��y1. i� a �s Y. '�]- 4YF� A�' i� � +ti t Y �� ii�, j^Y�t,T�`�if�! �ry��{-r�.�s�g,{}�i���v,.�J"���p��� � S��SL��a�.w���� �� �'� �� �1T �'x°5��3 � t '� � S�K x 4 �s�+�`��L{� 4f,�;c c xt �� � <Yh �i�+. �i.'Gi 4 :jt.� C T a =v � Ah �� g '1-r�r 4 ��fS] �sT .y1 t c��.�4- � � O �n> a) �, ��'�+' �A'a�/j��fr�y}�,,JF_ ��»'f�.l.�� �-. c � r+�t �+Far, 5�'K.�7y��. f✓� -! �5 �. " �.�+ IF' (`t��`kZ �.��tr 'xt�+�m i�k� ''4�"��c'ky.��,� '.��,�,..��+$!`r��.�'.�� ,y`� �A,'"i'"� ...+r"`.,,�, �+ i�a="t `�' ,y.+� `..� 1`&� a �i .,,���yt,�1,y�A9 i ,"C' ,� �„ y��',�"1?a � ✓ £(�,�� n � rS� `y'�.*.�.' Ti..: �L )'x`^Q� ti. r�. t�' ai�y� Srys �"` \ r .k. .v�.a. G+,�4 y�r.r'i -yLt �}`�. +'! °�, '` 5� 'f"*'* "tS,Y, o-rt 'y�'+� s � �' W�i�,�y�..��' � 2 '���'"c'7�+Y.�a C.�+'" �w"�� ��}��i`�� '°k id".��^t�'"e�''ei` F�° >1 y, Y � �h'" ,�,�t�r-v �y y, nY�ti`� 1�¢2 y 3"@�4.v���t� 9n'-'r",�.�f�„�!�sz`4 .y, .�'��pe E7,�4r 4 k.� �����`� `� -.�..� '�i'„�#�j'(�] :���. ��,�:�� ,.�`r4 F�����'k ; ��;�+���,�,=-�' '� ,��t�, � �'.y��j�� ��tV�� ��'` µ, �`k�,��ih �'� �i`� . �'Y,}�'ss�+�,y76'%v,�iT.� 3 � � '�� '4-��u O���:'��z P*Yg�.(C�pL, \ {�{Y.$v� -tr �S �ro,5�u`�' �yti�'sy>t� 5j.� r G.,,, S -s�-� � �� i, C'�'�a�T�M" V�*L��Ma�� ��. j'S �.N�����h�������������T�� ������,µ{ ��,�� �t � � �t � �y.�t �9"� y Ye? � s T r,t r'�' < N-�? k � u' �a�',�T-,.- � ��� j �S. i�.a 4 �r6Jd� p� �I ! i �.1.� ;���i�-� .}��•a�}# ��'�/�y,+��Pi.'J 5-�v3�:{4°' `� e�^O gi �x�S.�'' �'e�,4Y'��""�w��k �k3.'���� �r �, /� �.�r �y�:�,v�a a�t -� r, �"�`"� �l'Y ��,.� �` �'� ��'>Y��,y.a ;i �y,�tiasb.'"a .�a- �'§ ,�,A'aj�•Lv� Fr�� � � -' ��.,,,.�w'q�v � '�,Ai�y. `�'4''�.a'�'" "�r,t"�5�` �yy � '��1 � p� W I � � 1 G ���_�� l�c� � �{'S" �� ��� ���M t��uy'�Y'��SyL yc� '�^x P la�"s�".ff . _.'��f-w,uc-�e k 1� '?!i'cb ��. . ' '�' ..+11 I �'+'� �'T �'"izf�`9��',��:�' � � n- �.�itr t�4'. { . � ��:,5 r ' ��J3 rc:�zGa'E g�Y ��- ��a�.+� Y�� �'�i ��� ,��,�� r•-�- � �K�J { � �p T � . % M 2 g qk 1 � '� l � �51 e Y°R.zas.1� 3� 6!-y> {-K"£ YY�' �' •��.�CS�3g -0 a r'�#'.�'�j+r''�-r��R�4� i�f.R�- �� �'SYSt�.i i '� m C,•l�cjf�, ��^+ _.cF"�a� rvrh���q�.+.r� F,f"� ��y���1� �' L�45 � � -'r�`' .�\ x �.�'�' �'�xu.��+rv.;3�ui� f �.�t�.� �-f t e!. '�'`7 3f." •...r•... r r !� �y �k",�.�re..''Y2* � 4.='3 -y� F 4�k�a-"`ti �.� ',1 �J��jji ��y`��`+�j'� . 3�/�`��� , s�y� �1 . C.�vs��w ��"�W� � r���� a � � P �� ' ���� � `����r d1�J'q��,�i/�� i . i�i���� 7 i so` i�°y � w� ;l�� � � �'�`-%'�, ` � ' ����b���� ..� A' �` aY' �.'�i �� �Y������ , .•, •+-+tt � a✓ �Y - G, � 1 3 "� 1 pxt9 T' ra�f�T � k �v� �.�ir�'�\ �a �4� ,4fp �. ����°�,w�b ,;- .I'� '�s. �.� Y*��i�'.;�z.y�'', ,�`Se E�t�.,,��Fti��� «�r r��A�'�, R� 3 �� ��'�+�" �� 3T�-� Y° X � _''� � �i "'" 57�� _�^4, WQ•''YN .c'Y � ��> 33s� ���� �a�i���.,'3� �����.��"?.�..�'����'3 � �t7&7 ki�"'..t�.� ��.%' �\�"t jt .+Li �'� i'�`��,�,!'^'t,��Y+�+�°'yc.� �X �� ::l �.., a 'b` ,✓ v::�:E`�' �vs„A�"�4� 3.a t�`du'� �'�?fr� "� '�'*. E�``"§y'r� ��� �� wY.t� ,.w. t (� �y'�- ���•3''6�('�.mt: w . p!io1WW.?1 "'�� ��..�ec'���'�� � ��i l�r ���' ii c�y � r. t� � � .�t�t��ki' '�t 7��°��?`�7yr }rs � e � $����Sh�u3�l�� , � '�-��3yS� ,µ y,���r aI .�.�� � 1 �f , �Pb�ePiWM ) r iti�Fi.r '� ii2� '.�°`.�_ti �`r ����L, Iivr E � - k ''1`�( � �,rw�ti -..`L}��o . �' :� ��T���: qC�'�e��'`-..� �i���..{��c f a�a � � �` _�,m`'a� � ..,+y°"(� �M�� �ti�-r`� w� . p �. . �y�`;r��'"��.�`�,,,`i�� � � �� ��;� h�R.l�,{jAS+ � ��r \ � . �`y�°'�A .�'v(r e s�.� y.''s °r �^" \ UY'w ' . ?�����c. ..�y� 'u� ••.1��' �,2`�iu �.�� �y.�''^�t�sT`%gr�¢,��� �w�a,,��� �'�,��yc � � . Sl�h'+ts� �'tt'��^,� v� �l' :�3�'`�) y� fr'.+d� �c+. -� y �r . �' �- • � Y ta. .. t ♦ (( `,E E�� "i � c �« .sr "� ���"�y�`����,,y14�p3� � �[�t� \`� F� � � �3A` � �L �i �3j`T- �l��t '.t�'^ 1� a v � � S +3h43 a M� � • �� ��# 3::�,���� \ � p �Z-,1J'S�.1�"t�n.��oqw i � \ �>. -`h' a. ,.. � ��-,� c d �C� 1 ^� � i?� !"y{'N�� `:f� �{�f �f i.tT�v.,,l-i, ?.h�N }yy'... � �' �' ��� I(Y4 ' 3 {S fi �{G�.i�5� �. `�:�`a.._. i i��.'- F�'nt '�' A c � k� � �t> . �';� �4.I ��}``.��r �� z��:� � '.�p ' ae ?5�++�Sa�a 1�y� #� F w�.�' �' �+� ' � 5��^�","�j .� , � t .°y„ Y` �' T�� � "'n -W , y � j,, �,, !,3ak � .� , L� m �,'{� l.'tt �. „s;i .. '�"'�' 1 �r f i{ - ._,� ��k i.",�"�~c s � ���p9�F �`„L ���*r'd���i �'i ?} �" }S� ����,".*� `- ''-�i � � . ^tn u �i �e �Y` �� �r y.9 �r r� � � �Gr Y&�b�.,s� X �. r r}r'.,6`}° �j.]I �•:,ar���� Y� ,x , y � � p ',a� '€ . _ �. 4k 5<d � l. ��,�w1i �.+ '.`��v�1]O C �" 2 4 ��c a' �\ -s.� c p ��� � vanu�..w '�S,�T� .� � a �f � 4y( �tl—�^et N � ' 'S * µ� � ��16Tt5 '' :� ) � \ jrryn �, Ax4. � .' e � , {�rv`.,9.it� � Fn't 3F +A �� �=4"'y°S _,�t��j''{'t'; �i�111i�� I�ii ��T`��, � f�+.,,..'. . _ . a¢�� ,> , �� �� e ��.�t A �� .� �!a ;,� 4 4 z.� ���La73,e�6. � a,l yrn�,.[ I i v' d�� '� y.94' �{�$, � Ge.. � e� ���� �f�f�7���3 ��tit£�h �k �xi r�t . w G „'h�l •5u�' ���,�� Kt .�� �,�� ;-t'���� n�� _ '' ` �7 l� �, . y,5P r�'•Tc}� ` � � � �y'C.4,�'d- �e�d� L � . �`s` l o � �.�3�° 4 � t, ��,. t � L;�'�s "gst"G'.`p+� ..1 � �" �r� v�' J�q 'r�ei�: �ii nap��' � � � �t�.�'�' }�,-r FJ I,� i°rt:. +s w:�9� .��'3dlr�� .:� � �� 3 u���� . t L���� �2 THE ATTACHED AGREEMEI�TT HAS BEEi�T REVIE�T��ED AI�TD APPROV�D AS TO FORM BY THE CITY ATTORI�TEY'S OFFICE AI�iD �T��II.L BE FORMAI_LY SIGNED UPOI�T APPROVAL BY THE CITY COUIvCIL / 1 ��� City Attomey Dated: � � �� AGREEA�I�TT BET�'JEEI`T THE CITY OF CI-IULA VISTA, BURKETT & WOI�TG ENGINEERS. AI�TD � SSBT LCRE V, LLC 13-5 Three-Parh-Agreement Between City of Chula Vista, Burkett & R'ong Enaineers, Consultant, and SSBT LCRE V,LLC, Applicant For Consulting V1'ork to be Rendered H•ith regard to Applicant's Project 1. Parties. I�his a�eement (Agreement), effective September 10, 2013, is between the City of Chula Vista(City)herein; a municipal corporation of the State of California;the person desi2nated on the attached Exhibit A as"ConsultanP',Burkett&Wong Engineers whose business form and address aze indicated on the attached Exhibit A, and SSBT LCRE V, LLC the persons collectively desi�ated on the attached Exhibit A as "Applicant," whose business form and address are indicated on the attached Eachibit A; and is made with reference to the following facts: 2. ���arranties and Representations. 2.1. Applicant warrants that Applicant is the o�mer of land(Property)commonlyknown as; or generally located as,described on Exhibit A,Paragraph 1,or has an option or other entitlement to develop said Property. 2.2. Applicant desires to develop the Property with the Project described on E�ibit A; Paragraph 2;and in that regard;has made application(Application)with the City for approval of the plan, map, zone; or other permits (Entitlements) described on Exhibit A, Paragraph 3. 23. In order for the City to process the Application ofApplicant,Work ofthe general nature and type described in E�ibit A, Para�aph 4, (Work) will need to be completed. 2.4. City does not presently have the"in-house"staff or resources to process the application within the time frame requested for review by the Applicant. 2.�. This Agreement proposes an arrangement by which Applicant shall retain,and be liable for the costs of retaining, Consultant who shal] perform the services required of Consultant by this Aereement solely to, and under the direction of, the City. 2.6 Additional facts and circumstances regarding the background for this Ag-eement are set forth on Exhibit B. 3. A�reement. NOW,THEREFORE;for valuable consideration it is mutually agreed to by and between the City, Consultant, and Applicant as follows: 3.1. Emplovment of Consultant bv Applicants. Agreement Between Ciry�of Chula Vna,BurAea N'on�Enaineers and SSBT LCRE V,LLC jor Preparanon afThree Public Facilines Firsoncing Plans(V!laees 3/4,8 East,and 70). Pa�e 1 13-6 ° Consultant is hereby en�a�ed by the Applicant;not the Cin�;and at Applicant's sole cost and expense; to perforcn to; and for the primary benefit of. City; and solelv at Cit��s direction, all of the services described on the attached Eachibit A, Paragaph 4, entitled "General\'arure of Consultina Services,' (General Services); and in the process ofperfoimina and deliverine said General Serv�ces, Consultant shall also perform to and for the benefit of Ciry all ofthe sen�ices described in E�ibit A; Para�aph �; entitled "Detailed Scope of Work," (Detailed Services), and all services reasonably necessary to accomplish said General Services and Detailed Scope of�Vork; and shall deliver such documents requued (Delicerables) herein; all within the time frames herein set forth; and in particular as set forth in Exhibit A,Paza�aph 6, and if none aze set forth,w ithin a reasonable period of tune for the diliaent execution of Consultant's duties hereunder. Consultant understands and agees that time is of the essence for this A�eement. The Consultant does hereby a�ee to perform said General and Detailed Services to and for the primary benefit of the Cih�for the compensation herein fixed to be paid by Applicant. In deliverine the General and Detailed Services hereunder. the Consultant shall do so in a Qood, professional manner consistent with that le�el of caze and skill ordinarily exercised by members of the profession currently practicing under similar conditions and in similar locations; at its own cost and expense except for the compensation and/or reimbursement,if any;herein promised, and shall fumish all of the labor; technical, administrative, professionai and other personnel; all supplies and materials; machinery, equipment, printin�, vehicies; transportation; office space and facilities, calculations; and all other means «�hatsoever, except as herein othenvise expressly specified to be fumished by the Citv or Applicant;necessary or proper to perform and complete the . �ti�ork and provide the Services required of the Consultant. 3?. Compensation of Consultant. Applicant shall compensate Consultant for all services rendered by Consultant without reeazd to the conclusions reached bv the Consultant, and accordino to the terms and conditions set fonh in E�chibit C adjacent to the�oveming compensation relationship indicated by a`checkmark"next to the appropriate arraneement, by paying said amount to the City; within 30 days of Consultant's billing,or in accordance«�ith the security deposit provisions of Para�aph 3.3 ofthis Ageement and E�ibit C; if checked, and upon receipt of such payment by the Ciry, Ciry shall promptlp_ pay said amount to the Consultant in accordance�vith the Bill Processing provisions in E�ibit C;if cbecked City is merelv actine in the capacity as a conduit for payment; and shall not be liable for the compensation unless it receiees same from Applicant. .4pplicants shall not make any pavments of compensation or othenvise directly to the Consultant. 3?.1. Additional R'ork. If the Applicant; with the concurrence of City, determine that additional services ("Additional Services") aze needed from Consultant of the type Consultant is qualified to render or reasonablv related to the Services Consultant is otherwise requued to pro��de by this:�geement, the Consultant a�ees to provide such additional sen�ices on a time and materials basis paid for bv Applicant at the rates set forth in E�ibit C;unless a sepazate nxed fee is otheiu�ise a�eed upon in «�ritine for said Additional �4ork betu�een the panies. Aereemem Bm.•een Cip�of Chula Vism,Bu�keu N'on�£ngineers and SSBT LCR£V,LLC for P�tyaranon oJ77�ree PubGt Faei(i6es Financin�Plans(Di(lages 3/S,8 Eas;and 70). Pase 2 13-7 3.2?. In the event tbat tbe City shall determine that additional work is required to be performed above and beyond the scope of work herein provided, City will consult with Applicant reearding the additional work, and if thereupon the Applicant fails or refuses to arrange and pay for said Additional Services, the City may, at its option; suspend any further processing of Applicant's Application until the Applicant deposits the City's estimate oftbe costs ofthe additional work which the City determines is or may be required..Applicant shall pay any and all additional costs for the additional work. 3.2.3. Reductions in Scope of Work. City may independently,or upon request from Consultant, from time to time reduce the Services to be performed by the Consultant under this A�eement. Upon doing so, City and Consultant agree to meet in good faith and confer for the purpose of negotiatin�a corresponding reduction in the compensation associated with said reduction. Upon failure to agee, the Fixed Fee may be unilaterally reduced by the City by the amount of time and materials bud�eted by Consultant for the Services deleted. 3.3. Securitv for Pa�ment of Comoensation bv Applicant. 33.1. Deposit. As security for the payment of Consultant by Applicant, Applicant shall; upon execution of this Ageement; deposit the amount indicated on Exhibit C as "Deposit AmounY'with the City,the conditions of such deposit being as indicated on Exhibit C and as herein below set forth: 33.11 Other Terms of Deposit. 3.31.1.1. All interest eamed on the Deposit Amount, if any, shall accrue to the benefit of, and be used for such purposes as determined by the City. City may, in lieu of deposit into a separate bank account, separately account for said deposit in one or more of its various bank accounts;and upon doing so, shall proportionately distribute to the Deposit the average interest eamed during the period on its general fund. 3.3.1.1.2. Any unused balance of Deposit Amount; including any unused interest eamed; shall be returned to Applicant not later than 30 days after the termination of this A�eement and any claims resulting therefrom. 3.31.13. Applicant shall be notified within 30 days after of the use of the Deposit in any manner. Nothing herein shall invalidate use of the Deposit in the manner herein authorized: 3.3.1.1.4. At such time as City shall reasonably determine that inadequate funds remain on Deposit to secure future compensation likely due Consultant or City, City may make demand of Applicant to supplement said Deposit Amount in such amount as City shall reasonably specify, and upon doing so; Applicant shall, within 30 days pay said amount (Supplemental Deposit Amount) to City. Said Supplement Deposit Amount or Amounts shall be' governed by the same terms goveming the original Deposit. Agreement Between Cin'of Chu/a Vsra,Burkeft N'ong Exgineers and SSBTLCR£V,LLC for Preparanon ofThree Public faciGties Financimg P[ans�!laves 3/4.8 Eas;and 70). Paee 3 13-8 � 3.3?. «'ithholding of Processing. In addition to use of the Deposit as securirv, in order to secure the dury of Applicant to pay Consultant for Services rendered under this A�eement, Cih�shall be entitled to withhold processing ofApplicant's Application upon abreach of.Applicant's duty to compensate Consultant. 4. \on-Service Related Duties of Consultant. 4.1. Insurance. Consultant represents that it and its agents; staff and subconsultants employed by it in connection with the Serrvices requued to be rendered, are protected aeainst the risk of loss b��the follo���ing insurance coveraQes; in the follo�vine categories; and to the limits specified, policies of which aze issued by Insurance Companies that have a Best's Ratine of"A; Class �r' or better; or sball meet with the approval of the City: � 4.1.1. Statutory R'orkers Compensation Insurance and Employer's Liability Insurance coverage in the amount set forth in the attached E�ibit A; Paza�aph 10. 4.1.2. Commercial General Liability Insurance includin� Business Automobile Insurance coveraee in the amount set forth in Exhibit A,Pazagaph 10;combined single limit applied sepazately to each project away from premises o�vned or rented by Consultant;which names City and Applicant as an�dditional Insured; and which is primary to anypolicy�ti hich the Ciry mayothern�se cam� (Primary Coveraae); and w hich treats the employees of the City and Applicant in the same manner as members of the general public (Cross-liability CoveraQe). 4.13. Errors and Omissions insurance. in the amount set forth in Exhibit A. Paza�aph ]0, unless Errors and Omissions coveraee is included in the General Liability policy. 4?. Proof of Insurance Covera�e. 4?.I. Cer[ificates of Insurance. Consultant shall demonstrate proof of covera�e herein required;prior to the commencement of services required under this Ageement,by delivery of Certificates of Insurance demonstratin�same; and further indicatin�that the policies may not be canceled without at least thirty (30) days kTitfen notice to the Additional Insured. 4.2.2. Policy Endorsements Requued. In order to demonstrate the rldditional Insured Coverage,Primarv Co��erage and Cross-liability Coveraee required under Consultant's Commercial General Liability Insurance Policy, Consultant shall deliver a policy endorsemen[ to ihe City and ,applicant demonstrating same. 4.3. Public Statements. r111 public statements and releases to the ne�ti°s media shall be the responsibility of the Cin- and the Applicant. The Consultant shall not publish or release new s items;articles or present lectures .4�reement Between Cin•ofChu/n D2trq Burlea ti'on�En�ineerr anE SSBT LCRE V,LLC for Preparanon of Three Public Faciliues Financing P(ans(Villuges 3/4,8 Easr,and]O). Pa�e? 13-9 on the Project; either during the course of the study or afrer its completion, except on written concurrence of the City and Applicant. 4.4. Commumcation to Applicant. Consultant shall not communicate directly to the Applicant except in the presence of the City; . or by writina an exact copy of which is simultaneously provided to City, except with the express consent of City. The Consultant may request such meetings with the Applicant to ensure the adequacy of services performed by Consultant. 5. I�TOn-Comoensation Duties of the Apolicant. �.1. Documents Access. The Applicant shall provide to fhe Consultant,through the City,for the use by the Consultant and City; such documents, or copies of such documents requested by Consultant, within the possession of Applicant reasonably useful to the Consultant in performing the services herein required of Consultant; including but not limited to those described in Exhibit A, Paragraph 7. 5.2. Propertv Access. The Applicant hereby grants permission to the City and Consultant to enter and access the Property; to take any borings; make any tests, conduct any surveys or reconnaissance necessary to deli��er the Services of Consultant, subject to the approval of the Applicant which shall not be , unreasonably denied. Consultant shall promptly repair any damage to the subject property occasioned by such entry and shall indemnify, defend, and hold the City and Applicant, and theu agents; and employees harmless from all loss, cost;damage,expenses, claims, and liabilities in connection with or arising from any such entry and access. 5.3. Communication to Consultant. Applicant shall not communicate directly to the Consultant except in the presence of the Ciry, or by writing an exact copy of which is simultaneously provided to City, except with the express consent of City. The Applicant may request such meetin�s as they desire with the Consultant to ensure the adequacy of services performed by Consultant. 6. Administrative Representatives. Each party desig�ates the individuals (Administrators) indicated in Exhibit A,Pazagraph 8, as said party's contract administrator who is authorized by said party to represent them in the routine administration of this Agreement. 7. Conflicts of Interest. 7.1. Consultant is Desi�ated as an FPPC Filer. Aereement Between Ciry of Chula [Qsm,BurAett N'on�Eneineers and SSBT LCRE V,LLC ' . jor Preparadon ofThree Pubfic FaciliNes Financing Plans�!laves 3/4,8 EasG nnd 10). Paee 5 13-10 � If Consultant is desi�ated on Ehhibit A; Paza�aph 9, as an `FPPC filer," Consultant is deemed to be a "Consultant" for the purposes of the Political Reform Act conflict of interest and disclosure pro«sions, and shall report his economic interests to the City Clerk on 2he required Statement of Economic Interests in such reporting categories as are specified in Para�aph 9 of E�ibit A; or if none are specified; then as determined bv the Cin�Attomey. 7.2. Decline to Participate. Reaazdless of�vhether Consultant is desi�ated as an FPPC Filer.Consultant shall not make. or participate in mal:in� or in any way attempt to use ConsultanYs position to influence a Qovernmental decision in which Consultant knows or has reason to know Consultant has a financial interest other than the compensation promised by this A�eement. 7.3. Search to Determine Economic Interests. " Reeardless of�vhether Consultant is desi�ated as an FPPC Filer. Consultant�-arrants and represents that Consultant has diliaently conducted a search and inventory ofConsultanYs economic interests, as the term is used in the rewlations promulgated bv the Fair Political Practices Commission. and has determined that Consultant does not, to the best of Consultant's l:nowiedse. have an economic interest�ahich would conflict with ConsultanYs duties under this A�eement. 7.4. Promise Not to Acquire Conflictin�Interests. Resardless of whether Consultant is desi�ated as an FPPC Filer.Consultant further warrants and represents that Consultant will not acquire; obtain, or assume an economic interest during the term of this A�eement «-hich w�ould constirute a conflict of interest as prohibited by the Fau Political Practices Act. 7.�. Dutv to Advice of Conflictine Interests. Reeardless of�;�hether Consultant is desi�ated as an FPPC Filer.Consultant further w�arrants and represents that Consultant��ill immediateh ad�ise the Ciry Attomev ofCity ifConsultant leams of an economic interest of Consultant's which may result in a conflict of interest for the purpose of the Fair Political Practices Act, and re2ulations promul�ated thereunder. 7.6. Soecific iVarranties Aaainst Economic Interests. Consultant warrants and represents that neither Consultant; nor Consultant's immediate famil} members,nor Consultant's employees or aoents(Consultant Associates)presently have any interest; d'uectly or indirectly;�vbatsoever in the property���hich is the subject matter of the Project or in any property�vithin 10 radial miles from [he exterior boundaries of the propem which is the subject matter of the Project, or(Prohibited Interest). .9e�eemenr Benvem Cin•ofChula Pura,Burkm H'ong£ngineers and SSBT LCRE V,LLC for Preparauart of Three PubGe Facili+iet Fimntin�Plnns(Yi!lages 3/S,8 Easr,and 10). Pa�e 6 13-11 � Consultant further warrants and represents that no promise of future employment, remuneration; consideration, gatuity or other reward or gain has been made to Consultant or Consultant Associates by Applicants or by any other party as a result of Consultant's performance of this A�-eement. Consultant promises to advise City of any such promise that may be made during the Term of this Agreement, or for 12 months thereafter. Consultant a�ees that Consultant Associates shall not acquire any such Prohibited Interest within the Term of this Agreement, or for 12 months after the expiration of this Ageement. Consultant may not conduct or solicit any business for any party to this Ageement,or for any third party which may be in conflict with ConsultanYs responsibilities under this A�eement. 8. Default of the Consultant for Breach. This Aereement may be terminated by the City for default if the�Consultant breaches this Agreement or if the Consultant refuses or fails to pursue the work under this Agreement or any phase of the work with such diligence which would assure its completion within a reasonable period of time. Termination of this A�eement because of a default of the Consultant shall not relieve the Consultant from liability of such default. 9. Citv's Right to Ternunate Pavment for Convenience, Documents. 9.1. Notwithstanding any other section orprovision of this A�eement the City shall have the absolute right at any time to terminate this Ageement or any work to be performed pursuant to this Ageement. 9.2. In the event oftermination of this Ageement by the City in the absence of default of the Consultant, the City shall pay the Consultant for the reasonable value of the services actually performed by the Consultant up to the date of such termination, less the a�gregate of all sums previously paid to the Consultant for services performed after execution of this Agreement and prior to its termination. 93. The Consultant hereby expressly waives any and all claims for damage or compensation arising under this Agreement, except as set forth herein, in the event of such termination. 9.4. In the event of termination of this Agreement, and upon demand of the City; the Consultant shall deliver to the Ciry, all field notes, surveys, studies,reports,plans, drawings and all other materials and documents prepared by the Consultant in performance of this Agreement;and all such documents and materials shall be the property of the City; provided however, that the Consultant may retain wpies for their own use and the City shall provide a copy;at Applicant's cost, of all such documents to the Applicant. 9.�. Applicant shall have no right to terminate Consultant, and shall not exercise aay control or direction over ConsultanYs work. Aereement Between Ciry nf Chu[o I9srq BurAett Wong Engineers and SSBTLCRE V,LLC for Preparafion of Tlvee Public Faci[ines Financing P/ans�llaaes 3/A,8 Easy and 10). Paoe i 13-12 10. administrative Clauns Requirement and Procedures. No suit shall be brou�ht arisine out of this A�eement; aeainst the Cin�, unless a claim has first been presented in �tiririna and filed �-ith the Cin�of Chula V'ista and acted upon by the Cin�of Chula V'ista in accordance�vith the procedures set forth in Chapter 1.34 of the Chula Vista�4unicipal Code; the provisions of«hich are incorporated by this reference as if set fullv se[ forth herein. ll. Hold Harmless and Indemnification. 11.1. Consultant to Indemnifv Cirv re. Injuries. Consultant sball defend; indemnify; pro[ect and hold harmiess the City, its elected and appointed officers and emplo}�ees from and a�ainst all clauns for dama�es;liabiliri,cost and expense (includin�without limitation attomeys fees)arisin�out ofor alleQed by third parties to be the result of the neeligent acts; errors or omissions or the «illful misconduct of the Consuitant, and Consultant's emplovees; subcontractors or other persons, agencies or firms for n�hom Consultant is le�ally responsible in connection���ith the execution of the work covered by this��eement,except only for those clauns; damages; liabilih�; costs and expenses (includine u�ithout limita2ions; attomeys' fees) arisino from the sole negliaence or sole w�llful misconduct ofthe Cin�;its officers;or employees.?.lso covered is liability arising from;connected�ti�ith;caused by or clauned to be caused bv the active or passi��e neglieent acts or omissions of the City; its aeents; officers; or empioyees which may be in combination with- the active or passive ❑egli�ent acts or omissions of the Consultant;its employees, a�ents or officers, or any third party. �'Vith respect to losses arising from ConsultanYs professional errors and omissions, Consultant shall defend; indemnify; protect and hold harmless the City; its elected and appointed officers and employees; from and against all claims for damages; liability, cost and espense (including without limitation attomeys fees) except those claims arising from the neeligence or wiilful misconduct of City, it officers or employees. Consultant's indetnnification shall include anv and.all costs, expenses; artomeys' fees and liability incurred by the City, its officers; a�ents; or employees in defending against such clauns; whether the same proceed to jud�nent or not. Consultant`s oblieations under this Section shall not be limited bv any prior or subsequent declaration by the Consultant. Consultant's obligaiions under this Section shall survive the termination of this A�eement. I 1.2. Applicant to Indemnifv Ciri re Comuensation of Consultant. Applicant agees to defend, indemnify and hold the Cin�harmless a�ainst and from anv and all clauns; losses;damaees; expenses or expenditures of City; including its elec2ed officials;officers; employees; aQenu, or representatives of the City(City Indemnitees); in any wav resulting from or arisinQ out of the refusal to pay compensation as demanded by Consultant for the performance of services required by this ��eement. A�rtemtnt Bm.�een Cin•of Chuln l��rq BurAeu N'ong En�in¢ers and SSB7LCRE K LLC ' for Pr[paranon oJ Tkree Pub4c Fatifiries Finanein�P(ans(�i(lages 3/d,8 East.ond 10J. Pa�e 8 13-13 13. Business Licenses. Applicant a�ees to obtain a business license from the City and to otherwise comply with Chula Vista Municipal Code,Title 5. Applicant furtber a�ees to require Consultant to obtain such business license and to comply w�ith Chula Vista Municipal Code, Title 5. li. A7iscellaneous. 13.1. Consultant not authorized to Represent City. Unless specifically authorized in��riting by City;neither Consultant nor Applicant shall have authority to act as City's agent to bind City to any contractual agreements whatsoever. li.2. Notices. All notices, demands or requests provided for or permitted to be given pursuant to this Ageement must be in writing. All notices, demands and requests to be sent to any party shall be deemed to have been properly eiven or served if personally served or deposited in the United States mail, addressed to such party;postaQe prepaid,registered or certified,with return receipt requested, at the addresses identified for the parties in E�ibit A. 13..i. Entitlement to Subsequent Notices. No notice to or demand on the parties for notice of an event not herein legally required to be given shall in itself create the right in the parties to any other or furtt�er notice or demand in the same, similar or other circumstances. 13.4. Entire A�-eement. , This Ageement, together with any other written document referred to or contemplated herein; embody the entire A�eement and understanding between the parties relating to the subject matter hereo£ Neither this A2reement nor any provision hereofmay be amended,modified,waived or discharged except by an instrument in writing executed by the party against which enforcement of such amendment, waiver or discharge is sought. 13.5. Capacitv of Parties. Each si matory and party hereto hereby warrants and represents to the other party that it has leeal authority and capacity and direction from its principal to enter into this Ageement; that all resolutions or other actions have been taken so as to enable it to enter into this Agreement. 13.6. Governin2 Law/Venue. This A�eement shall be govemed by and construed in accordance with the laws of the State of Califomia. Any action arising under or relating to this Agreement shall be brought only in the Agreement Be�ween Cin�of Chula V'um,Burkea Wong Eneineers und SSBT LCRE V,LLC for Preparanon nf Three Public Fatilitiu Financing Plans(�911avu 3/4,8 Easy and 70). Paee 9 13-14 federal or state courts located in San Dieso Counn�; State of Califomia;and if applicable;the Cirn of Chula V'ista;or as close thereto as possible. Venue for this A�eement and performance hereunder; shall be the Cin�of Chula Vista. liJ. �4odification. \o modification or«�aiver of an}�pro�RSion of this A�eement shall be effective unless the same shall be in�ti�-itine and simed by the parties hereto, and then shall be��alid only in the specific instance and for the purpose for which �ven. li.8. Counterparts. This Aereement may be executed in more than one counterpan; each of which shall be deemed to be an ori�nal but all of n�hich. when tal:en tooether shali constitute but one instrument. 13.9. Severabilitv. In the event that any provision of this A�eement shall for any reason; be detemuned to be invalid; illegal, or unenforceable in any respect the parties hereto sball negotiate in good faith and agee to such amendments, modifications; or supplements to this A�eement or such other appropriate action as shall; to the maYUnum extent practicable in light of such determinarion; implement and gi��e effect to the intentions of the parties as reflected herein. li.10. Headinas. The captions and headings in this Ageement are for con�•enience onlv and shall not define or limit the pro��isions hereo£ li.11. ���aiver. \�o course of dealin�or failure or delay;nor the sin�le failure or delay, or the partial exercise of any rieht, po«er or privileQe, on the part of the pariies shall operate as a waiver of an��righu herein contained. The mal:ing or the acceptance of a payment by either party with];nowledge of the existence of a breach shall not operate or be construed to operate as a �vaiver of any such breach. li.13. Remedies. Ihe rights of the parties under this Aereement aze cumulative and not exclusive of anv rights or remedies which the parties mioht othenvise have unless this A�eement provides to the contrary. 13.13. No Additional Beneficiaries. Despite the fact that the required performance under this Ageement ma}°have an effect upon persons not parties hereto, the par[ies specifically intend no benefit therefrom, and a�ee that no performance hereunder may be enforced by any person not a pam� to this A�reement.. Agrermnu Belwer�+Cur afChu(a P�va,Burkeu!i'ong Enginetrs and SSBT LCRE�:LLC for Preparanon of Three PubGe Factlines Financing P/ans(�ilinges 3/t,8 Easz.and 10). Paoe 10 13-15 Ivotwithstandin�the fore�oine, this is a three party a�eement and the City is an express third party beneficiary of the promises of Consultant to provide services paid for by Applicant. 14. O«�nership, Publication, Reproduction and Use of Material � All reports; studies, information, data, statistics, forms, designs,plans,procedures, systems and any other materials or properties produced under this Agreement shall be the sole and exclusive property of City. No such materials or properties produced in whole or in part under this Agreement shall be subject to private use; copyrights or patent rights by Consultant in the United States or in any other country ti�ithout ttie express w�-itten consent of City. City shall have unresh-icted authority to publish, disclose(except as may be lunited by the provisions of the Public Records Act),distribute, and otherwise use, copyright or patent; in whole or in part, any such reports, studies; data, statistics, forms or other materials or properties produced under this Agreement. 1�. Entire A�eement. � This Agreement supersedes any and all other a�eements, either oral or written with respect to the subject matter contained herein. [Remai�sder of page intentionally Ief7 blank] Agreemenr Beneeen Ciq�of Chula �sia,BurAett fVang Eneineers and SSBT LCRE V,LLC for Preparanon of Three Pub(ic Facilines Fixancing Plarts�1(aves 3/J,8 Eas;and]O). Paoe 11 13-16 � � i Signature Page To � the Agreement Behveen I City of Chula Vista, I Burkett & �Vong Engineers, Consaltant, and SSBT LCRE V, LLC, AppGcant, : for Consulting�Vork to be Rendered with regard to Applicant's Project � (Pave 1 of 2) NO�V THEREFORE,the paraes hereto,having read and understood the terms and conditions � of this Agreement;do hezeby e�cpress their consent to the terms hereof by setting their hand hereto. � � City of Chula Vista I _= i i By� I Cheryl Cox, Mayor � Attest: � � i I Donnallorris, City Clerk . Approved as to Fomi: Glen R. Googins, City Attomey i : � i Consultant: Burkett& Wong Engineers � � By: ��� ; /Plilliam Templeton ; J:WttomeylhfichaclShHsndOfi=u'.guUPB�PFFPWgeemcn6V PnrtyAgrmntB�vkctt&Wong&JPBRcPFFPB-8.Ib.13-}7,`IALd« Agrcanmt BtM'an C+ry aJCl+ula Yuin,Bnrketl F4'ong Engrnters and SSBT LC,RE!;LLC i for Prryarafion af7l�ree A�bSt Futilrtiee Finartdng Pluru�!lage 3J4,8 Eart,and!0). Page 12 � 13-17 ` _ _ _ � Signafure Page To � the Agreement Between � City of Chula..Vista, ! Barkett&Wong Engineers,Consu[tants sud ; SSBT LGRE V,LLC,App[icant I For Consniting Work to be Performed with Regard to Applicaat's Pcoject I (Page Z of 2j � � j Applicant: SSBT LCRE V,LLC j � __ { p � �� � I - $y. "�,D.[,���'�^Gti1/Y�-t.l� Robert Emslie i Tide: Vice President � i _ ( � � . � f � ! � ' ARreem�++f Beweex Qry ofCkyla VLst4 Hurkett Wong Engmrrn arsdSSBTLG'tE{;LLC - � forPreparafton ofThree Pubflc Farllfltv FSnancinE Pkrts(Vlf/uga 3/Q.8E�1,anQ70J. P2gC ].i 13-18 Signature Pane To the Agreement Beh�een Ciri� of Chula Vista, Burkett & R'ong Engineers, Consultants and SSBT LCRE V, LLC, Applicant For Consulting R'ork to be Performed ��•ith Regard to �pplicant's Project CPage ? of 2) Applicant: SSBT LCRE V, LLC By: " Robert Emslie Title: Vice President Agrerment Benveen Cin•of Chula 6ism,Burkea Ii'on�Ertgineerr and SSBT LCRE V,LLC for P�epa�arion of Three PubGc FaciGties Finantine Plans��loges 3/S,8 Eusc and 70J. Paoe 1� 13-19 Eahibit A Effective Date: The Ageement shall take effect upon full execution of the A�eement, as of the effective date stated on page 1 of the Agreement. City: City of Chula Vista 276 Fourth Avenue Chula Vista, CA 91910 Consultant: Burkett R Wong Engineers Business Form of Consultant: ( ) Sole Proprietorship ( ) Partnership (X) Corporation Address 3434 Fourth Avenue San Diego, CA 92103 � (619) 299-5550 Applicant: SSBT LCRE V, LLC Business Form of Applicants: O Sole Proprietorship ( ) Partnership ( ) Corporation (X) Other: Limited Liability Company ' Address: One Lincoln Street, SFC9 Boston, MA 02111 1. Property(Commonly known address or General Description): Otay Ranch Villa�es 3 North, Portion of 4, 8 East, and 10 2. Project Description (Project): Prepazation of three Public Facilities Financing Plan (PFFPs) including Fiscal Impacf Analysis (FIA) for Otay Ranch Villages 3 North, Portion of 4, 8 East, and 10 as required by the City's Growth Management Ordinance in conjunction w;th the concurrent processing of the Sectional Planning Area (SPA)Plans for said villages.. 3. Entitlements applied for: General Plan Amendments,Otay Ranch General Development Plan Amendments,SPA Plans and Tentative Maps for Otay Ranch Villages 3 North, Portion of 4, 8 East, and 10. 4. General Nature of Consulting Services (General Services): Agreemenr Between Cim of Chu/a Vsrq Burkett N'ong Engineers and SSBTLCRE V,LLC . for Preparanon ofThree Public Faci(ines Financing Plans(l4//ogec 3/J,8£as1,and 10). 13-20 Page la Prepare Public Facilities Financing Plans and Fiscai Impact,analyses for SPA Plans for Otay Ranch Villa�es 3 I�'orth; Portion of 4, 8 East; and 10 to identifi�the amount location;timina and financing mechanisms necessary to build and deliver required public facilities and services to the project, and to identifi�the overall net fiscal impact that the project will have on the Cih� in terms of revenues and eXpenditures and to meet the City of Chula Vista �-funicipal Code Requirements. �. Detailed Scope of�i'ork (Detailed Sen�ices): The Detailed Services to be provided aze described belon: Task A Preliminarv Reseazch: Task A 1 Gather and review all available documents and data relatine to the Otav Ranch �'illaee 3 North /Portion of 4; Village 3 East and Village 10 projects. Documents and data shall include,but no[be limited to, the Cin�'s General Plan; City of Chula Vista ��unicipal Code; Parls i�•faster Plan, Otav Ranch General Development Plan (GDP) Amendment applications, drafr Otay Ranch SPA/EIR documents and maps toQether with supporting technical reports,that approved the Otay Ranch GDP, esisting SPA plans and related PFFP's and EIR's. Other documents will include Otay Ranch Master Facility Plans,Facilin�Technical Reports(i.e.Traffic,Nater, Sewer,Storm Drain and«'ater Quality Anal��ses);Tentati��e�4aps; and associated conditions of appror•al; City resolutions of approval and development ageements and current Form >j09. The City of Chula Vista will make the aforementioned documents available for revie«° and analysis; as necessary. Task A2 Meet �vith city planuing and public works staff to reseazch their project concems, review project history and the current status of the Otay Ranch project. Task A3 Meet with city staffand the developer's consultant Planner/Engneers to verify the proposed project statistics, includin�but not limited to, number of dwellino units, acreaQe and phasina. Task A4 Conduct a field �-ip to become familiar with the esisting site and surroundina land uses. ` Task B Identifv and Describe Facilities & Sen�ices Anal��sis: Task B 1 Subsequent to the prei'uninarv revie«� of the available data, Consultant will identify facilities and sen�ices that may be impacted by the SPA Plans pursuant to the adopted City Grow-th�4anaQement Threshold Standards(Cbapter 19-09 of the City Nlunicipal Code).�preliminary cost opinion will be prepazed to identifv new and/or up�ade infrastrucmre and sen�ices that will be required for both on and off-site to support the subject SP:� Plan projects. Consultant �i�ill identify costs and financina methods for infrastructure and ser�ices that are required to support the three ne�v SPA Plans. A�reemmt Ba.veen City of Chu(n l��m,Burken N�ono En�ineers and SSBT LCRE l;LLC for P�eparauan ojTh�ee PubGc FaciGnes Fimntin�Plans(�'�:u 3/J,8 East anA]O). Pa�e 15 13-21 ` Consultant will include the impact fees and any fee credits as applicable; and coordinate with and incorporate any other relevant fiscal impact data; evaluations or recommendations from the FIA. Consultant ���ill consider the amount of development within the SPA Plans, as well as within other projects in eastem Chula Vista. Other projects include those that are forecast to develop within the same tmmeframe as the Village 3 North/Portion of Village 4,Village 8 East and.Villaee 10 projects. Consultant will analyze the conditions during the phasing of the project and their build-out. Task 2B Meetin�s & Coordination: Consultant will coordinate with city staffto discuss the results of their revie�;�. Consultant will meet �;�ith city staff, other city consultants and the project Applicant, as necessary. Task C Independent Evaluation and Recommendations to Mitigate Impacts: Consultant will provide an independent evaluation of the project, compliance with the adopted threshold standards and an assessment ofboth probable short and long term impacts ofthe Village 3 North/Portion of Village 4, Village 8 East and Village 10 projects as stated in the city's RFP dated April 20, 2012. Recommendations will be included to mitigate impacts and maintain compliance with the City of Chula Vista's Growth Management Standards. Task D Attendance at Meetin2s and Coordination: Consultant�;�ill attend one public forum, two Planning Commission hearings and tw�o City Council Hearings. in addition, Consultant will coordinate with city staff,the Draft EIR consultant,and other members of the Development Services Department, as necessary. Coordination includes meetings, emails, correspondence and telephone contact No meetings or contacts with the project Applicant/Developer or their Consultant Planner/Engineer will occur unless approved in advance or requested by City Staff. Task E Preparation of Drafr and Final PFFP Documents: Task E1 Consultant«�ill prepare and submit a preliminary draft for each PFFP including text and supporting graphics for staffreview and comment (25 copies and 1 electronic copy). Task E2 Consultant will revise each draft PFFP pursuant to city staff comments, and submit a second draft (25 copies and 1 electronic copy) for sfaff review. Task E3 Subsequent to the second staffreview, Consultant will finalize each PFFP document (includes 25 copies ofthe fmal document+appendices; 1-photo-ready hazd copy for each Village and 1-electronic copy(CD) formatted for Microsofr Word). Agreemenr Berween Cirv ofChula Dism,8urkert Wong Ersgineers and SSBT LCRE V,LLC . for Preparation of Tdree Public Faci/ines Financing Plans(l�f/ages 3/4,8 East,and 70). ' 13-22 Pa�e �6 Task F Fiscal Impact Anal��sis (FL4) by Pro Forma Advisors; LLC: A FIA«ill be prepazed for each project azea: 1)Villaee 3?�iorth/Portion of 4; 2)Village S East; and 3) Viilaae 10. Consultant will build upon the basic model and approach prepared by ER� for the cih�; as �i�ell as any refinements adapted by Pro Forma Advisors in the veus since. Task FI Information Collection from the City Consultant will patticipate in a w�ork session u-ith city staff and the Applicant, or their representatives,to collect available project information and establish reasonable anal�5is parameters for the model. The information shall include but is not limited to the follo�+�ina: • Land use information for the projects,based on the land use definition used in the SPA fiscal model. • Project absorptions and assessed value assumptions. • Emplo}ment densih�and household size assumptions. _ • Major public facilit}�components. • Unique public service responsibilities for the City. • Life cycle analysis of street maintenance costs. Task F2 Determine Annual Fiscal Costs The Consultant will adjust cost factors to account for cost changes and Life Cycle analysis of street maintenance costs, as appropriate. Consultant will also apply the cost factors developed by the previously adopted SPA fiscal mode] to the land use information provided by the cin�; in order to deri�e annual fiscal costs artributed to the projecu through the project absorption period up to build out. Task F3 Calculate rinnual Fiscal Revenues Consultant u�ill calculate net annual revenues for the projects thrflueh the project absorption period to project build out. Ilus analysis �vill be based on the framework set by the SPA fiscal model. Task F4 Calculate\Tet Fiscal Impacts Consultant will calculate net annual fiscal impacts for the analysis period using the findines from Task F1, F2; and F3. Consultant ���ill prepare a summary report illustratine the methodoloey and findin�s of the analysis to be include in the PFFP. Task F� Deliverables Consultant will provide the city with the model in electronic format and up to 2� copies of the fiscal analvsis report; and one photo ready master hazd copy for each villaee. Task F6 �feetines and Presentations Present the results of the fiscal analysis model at up to four noticed public meetin�s. A�reement Between Cin•of Chu(a Dism,Burkm A'ortg En�ineers and SSB7 LCRE�;LLC for Preparadon of Three Public Facilidu Fimndng Plarzs(�'illa�es 3/J,8 Easg and]O). Pase 17 13-23 ` 6. Schedule, Milestone, Time-Limitations within which to Perform Services. Date for Commencement of Consultant Services: (X) Same as Effective Date of A�eement Dates or Time Limits for Delivery of Deliverables: Deliverable No. 1:Delivery of the Preliminary Draft PFFPs for staff review. — Due Date: Maximum of nine weeks afrer City's notice to proceed. Deliverable I�io. 2:Delivery of the Drafr PFFPs for staff review. — Due Date: Maximum of four weeks after the consultant receives comments back from the City's revie�i� of Preli�ninary Drafts. Deliverable No. 3:Delivery of the Final PFFPs. — Due Date: Maximum of three weeks after the consultant receives comments back from the City's review of Preluninary Drafts. 7. Documents to be provided by Applicants to Consultant: (X) site plans O grading plans O architectural elevations (X) project descriprion . (X) other: Proposed General Plan Amendment revised text, including new/revised policies and supporting graphics;technical studies,includin�water,wastewater,drainage;traffic;and phasing plan. 8. Contract Administrators. City: Tony Lettieri, Project Manager 276 Fourth Avenue, MS P-101 Chula Vista, CA 91910 Applicant SSBT LCRE V; LLC � One Lincoln Street, SFC9 Boston, MA 02111 Consultant: Anthony G. Ambrose, AICP Burkett & Wong Engineers 3434 Fourth Avenue San Diego, CA 92103 9. Statement of Economic Interests;Consultant Reporting Categories,per Conflict ofInterest Code: (X) Not Applicable. Not an FPPC Filer. O Category No. 1. Investments and sources of income. Agreemen!Betweers Ciq�of Chula I�istq Burkett N�ong Eneineers and SSBT LCRE V,LLC jor Preparafion of Three Public Facilines Financine Plarcs(h"i(lapes 3/4,8 Eas1,and 10). PH�Z 18 13-24 O Cateeon�?vo. 2. � Interests in real property. O Category No. 3. Invesrinents; interest in real property and sources of income subject to the re2ulatory; permit or licensina authority ofthe depar[ment. � O Cateaorv No. 4. Investments in business entities and sources ofincome which engaee in land development;construction or the acquisition or sale of real property. O CateQor�r\a �. In��estmenu in business entities and sources of income ofthe t}�pe which, within the past two yeazs; have contracted with the City of Chula Vista (Redevelopment Aaency) to provide services; supplies; materials, machinery or equipment. O Cateeory\o. 6. Investments in business entities and sources of income of the hpe which, within the past two }�eazs; have contracted with the desiffiated employee's department to provide senices, supplies; materials; machinery or equipment. O Category No. 7. Business positions. 10. Insurance Requirements: (X) Commercial General Liability: S1,000,000. (� Automobile Liability: SL000,000. (X) \�'orker's Compensation: Statutory ( ) Emplover s Liabilirv: 51;000;000. (X) Errors and Omissions Liabilitt�: S2;000;000. d�reement Benveen Ciry of Chu[a �ism,Burkrn II'bng Enginee�s anQ SSBT LCRE V,LLC for Preparadon of Three PebGc Facilities Financin�Plnns(�4!/a�es 3/J,8 Easz anATO). Paoe 19 13-25 � Eahibit B Additional Recitals WHEREAS;the Applicant has deposited or will deposit an initial sum for the processing of req'uests for proposals, draft and fmal PFFPs, and all other necessary documents as outlined in E�ibit A; and �'HEREAS, Burkett and Wong has acquired an in-depth knowledge of the Chula Vista PFFP preparation requirements and process particularly as it applies to the Otay Ranch project area through their preparation of the PFFPs and Fiscal reports for the Otay Ranch Villaee SPA plans; and WHEREAS, Burkett and Wong's comprehensive familiarity witfi the Otay Ranch project areas,coupled with the knowledge gained through their extensive work on PFFPs and Fiscal studies throughout Eastern Chula Vista; makes them uniquely qualified to serve as the Consultant for this project; and WHEREAS, the Contract Administrator l�as negoriated the details of this Agreement in accordance with procedures set forth in Sections 2.56.11 0 of the Chula Vista Municipal Code. (End of Recitals) Agreement Between CiR�of Chu(a Yism,Burkert IVong Engineerr and SSBT LCRE V,LLC J'o�Preparation of Thrce Public Facilides Financing Plarcs�llaves 3/1,8 Eas{and IO). Paee 20 13-26 � Eahibit C Compensation Schedule and Deposir. Terms and Conditions. (k� Sin�le Fixed Fee Arrangement. For performance of all ofthe General and Detailed Senices ofConsultant as herein requued; Applicant shall pay a sin�e fixed fee in the amounts and at the tunes or milestones set forth below: (X)Sin�le Fixed Fee Amount: S 115;080 I Alilestone or E��ent Amount or Percent I of Fi�ed Fee 1. Si�in�of this a�eement by all parties and upon the � o I request of the Consultant I (1�/o) 2. I Submittal of the Preliminary Drafrs I (3�%) 3. I Submiftal of the Drafts I (3�%) 4. I Submittal of the Final Documents I (1�%) �. I 6' I I 7. I I I Sub-Total Ficed Fee Amount I S I 18,030 � � 2�% Contingenc��Fee ` � S29;�20 I Total Fiaed Fee Amount I S 147,600 Agreemenr Bm.^een Ciry o/'Chula L�a,Burken Nbn�Engineers and SSBT LCRE 1;LLC for Preparanon of Thret PubGc FaciGnes Finantin�Plnns�llagu 3/4,8 Eas;and 10). Pa_e 21 13-27 *For purposes of pa}�nent the fust drafr shall completely address and analtize all issues identified in the detailed scope-of-work (described in Exhibit "A", Section �) to the satisfaction of the Assistant City Manager/Development Services Director or desi2nee. Payment shall not be made until the City's Assistant City Manager/Development Services Director or designee determines that a complete draft ELA document has been submitted. ** Pursuant to section's 3.2.1 and 3.21.1, the Assistant City Manager; Development Services Director or designee in his discretion independently or if the Applicant,with the concurrence of the City deterxnines that additional services are needed from the Consultant, from time to time, may negotiate additional services to be performed by the Consultant under this Agreement in order to cover unforeseen issues that may be identified during the preparation ofthe . The cost of additional services in connection with the shall not exceed % of the total contract amount (S ). ( ) Phased Fixed Fee Arrangement. � For the performance of each phase or portion of the General and Detailed Services of Consultant as are separately identified in Exhibit C, under t11e category labeled "Phased Fixed Fee Arran�emenP', Applicant shall pay the fixed fee associated with each phase of Services, in the amounts and at the tunes or milestones set forth herein below (Phase Fixed Fee Arran�ement). Consultant shall not commence Services under any Phase, and sha11 not be entitled to the compensation for a Phase,unless Applicants shall have issued a notice to proceed to Consultant as to said Phase. Fee for Phase Said Phase ( ) Time and Materials , For performance of the General and Detailed Services of Consultant as herein required; Applicants shall pay Consultant for the productive hours of time and material spent by Consultant in the performance of said Services, at the rates or amounts set forth herein below according to the following terms and conditions: O Not-to-Exceed Limitation on Time and Materials Arrangement Notwithstandin� the expenditure by Consultant of time and materials in excess of said Maximum Compensation amount, Consultant agrees that Consultant will perform all of the General and Detailed Services herein required of Consultant for S including all Materials, and other"reimburseables" (Maxiinum Compensation). O Limitation without Further Authorization on Time and Materials Arrangement At such time as Consultant slzall have incuned time and materials :qual to (Authorization Limit), Consultant shall not be entitled to any Aereement Bmeeen Cip�ofChula Wsta.Bu�ken Wong Engineerr and SSBT LCRE V,LLC for Preparanon of Three Public Facifines Financrng P/ans(�4flages 3/4,8 East,and 70). _ Pa�e 22 13-28 additional compensation«ithout further authorization issued in«�ritine and appro�ed by the City Council. \Tothing herein shall preclude Consultant from providing additional Sen�ices at Consultanr s o«n cost and expense. Consultant's Rate Schedule Burkett �b'ons Schedule of Rates Cateaory of Employee " Hourly of Consultant Name Rate Principal S 16� Principal Associate S 130 Planner S130 Engineer/Surveyor S 100 Technician S 90 Clerical S 60 Pro Forma�d��isors. LLC Schedule of Rates Principal Partner SU� Technical Staff S 100 *Other individuals from the Consultant firm mav be substituted in place of the names listed solely at the discretion of the Assistant City vlana�er or Development Ser��ces D'uector. O Hourh�rates may increase by 6% for services rendered afrer Materials Sepazately Paid For bv�pplicant— Cost or Rate ( ) Materials NA Reports Copies ( ) Travel I�'A ( ) Prinrina N.4 ( ) Posta�e NA ( ) Delivery NA . ( ) Lona Distance Telephone Cbazges _ ATA ( ) Other \�A Deposit (X) Deposit rlmount: S 11 S.030 —As a�eed by the Applicant; 100%of the Deposit (5113.080) is to be made bv SSBT LCRE V. LLC In addition, Applicant a�ees to deposit, u�ithin 10 davs if City requests to do so, a sum .9�reement Ben.•een Cin�of Chula l�iyrn,Burtm N'on=En�inetrs and SSBT LCRE V,LLC far Preparadan of Three PubGc Faci6nes Financin�Pluns(��i!lagu 3/J,8 Easr,and 10). Pase 23 13-29 (estunated to be up to $ 29520� for any additional services w�hich shall sepazately be paid for by the Applicant. (X) Use of Deposit to Pay Consultant. Notwithstandin�the sole duty and liability ofApplicant to pay Consultant,ifthis paraeraph is "checked,"upon City's receipt of billing by Consultant,and determination by City in good faith that Consultant's billing is proper, a judg�nent for which Applicant agrees to hold Ciry harmless and waive any claim a�ainst City; City shall pay Consultant's billing from the amount of the Deposit. If Applicant shall protest the propriety of a billing to City in advance of payment, City shall consider Applicant's protest and any evidence submitted prior to the due date for tbe payment of said bill by Applicant in making its good faith determination of propriety. O Use of Deposit as Security Only; Applicants to Make Billing Payments. Upon determination by City made in good faith that Consultant is entitled to compensation which shall remain unpaid by Applicant 30 days afrer billing,City may,at its option,use the Deposit to pay said billin�. (X) Bill Processing: A. ConsultanYs Billing to be submitted for the following period of time: ( ) Monthly ( ) Quarterly (X) Other: Upon Completion of Milestone B. Day of the Period for submission of Consultant's Billing: ( ) First of the Month O 15th Day of each Month ( ) End of the A4onth (X) Other: FollowinQ Completion of each Nfilestone C. City's Account I�TUmber: DO 1599 D. Security for Performance ( ) Performance Bond, $ ( ) Letter of Credit; � ( ) Other Securiry: Type: Amount: S (X)Retention. If this space is checked, then notwithstanding other provisions to .4greement Between Ciry�of Chula Vsm,BurAerc li'ong Eneirzeers ond SSBT LCRE V,LLC for Repo�anon ofThree Public Facilities Financittg Plmrs�Ilaves 3/4,8 Eas{and]OJ. Paoe 24 13-30 � the contrar`�requu-in�t6e payment of compensarion to the Consultant sooner, the Ciry shall be entitled to re2ain, at their option, the follo�i�inQ Retention Percentaee until the Citv determines that the Retention Release Event,listed below, has occurred: (l� Retention Percenta�e: 10% ( ) Retention Amount:yS Retention Release Event: O Completion of All Consultant Sen ices ( ) Other: (X) Other: The Retention Arnount may be released on a monthlv basis pro�ided that Consultant has performed said monthly services to the sole satisfaction of the Assistant City Manager/Director of Development Services or his desi�ee. Agreement Benveen Cuy ofChula Disra,Bu�kea N'ong Engineen a�SSBT LCR£ 1;LLC for Prepawnon of Three PubGt FatJines Financing P(uns(t71/agu 3/S,8 Easg and 10J. Paee Z� 13-31 RESOLUTION N0. 2013- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING A THREE PARTY AGREEn4ENT BETVJEEN THE CITl' OF CHULA VISTA, BURKETT AND «�ONG ENGII�rEERS, SSBT LCRE V, LLC FOR CONSULTANT SERVICES RELATED TO PREPARATION OF PUBLIC PACILITIES FINANCING PLANS AND FISCAL IMPACT AI`�ALYSES ASSOCIATED WITH. THE OTAY RANCH VILLAGES 3 NORTH / PORTION OF FOUR, EIGHT EAST AND TEN SECTIONAL PLANNING AREA (SPA) PLAI�TS, AI�'D AUTHORIZII�'G THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, pursuant to Title 19 of the Chula Vista Municipal Code, Section � 19.09.050, a Public Facilities Financing Plan (PFFP) and corresponding Fiscal lmpact Analysis (FIA) is required as part of a Secfional Planning Area (SPA) Plan; and WHEREAS, SSBT LCRE V, LLC, (Applicant) l�as submitted SPA Plan applications for Otay Ranch Villages 3 North/Portion of 4, 8 East, and ]0 and it is necessary to prepare a PFFP and F1A as required for each of the Prqperties; and VJHEREAS, it was determined by the Director of Development Services that staff does not have the fiscal expertise to perform the subject work; and WHEREAS; on April 20, 2012 the Development Services Department issued a Request for Proposals (RFP) for the preparation of PFPPs for Villages 3 North/Portion of 4, 8 East; and 10 pursuant to CVMC 2S6.110; and WHEREAS; City staff reviewed proposals submitted from four firms and rated the proposals against pre-detennined factors in which Burkett and Wong Gngineers received the highest average rating; and . WHEREAS; City staff is recommending the selection of Burkett and Wong Engineers who is .qualified to prepare the PFFPs because of their prior work preparing PFFPs within Otay Ranch, the proposed cost, and tl�eir knowledge of the project; and �b'HEREAS, Burkett and ���ong Engineers and their sub-consultant Pro Forma has performed satisfactorily under other similar agreeme��ts and it is stafYs recomtnendation that it is in the City's best interest to hire Burkett and Wong Engineers due to their extensive kno�i�ledge and familiarity of the City's PFPP process and requirements; and WHEREAS; Burkett and Woug Engineers represent that they are staffed in a manner that they can provide and deliver the required seivices to the City within the necessary time franies; and 1:W[tome��\FINAL RESOS AND ORDII�ANCES�2013\09 10 13\CCResoReBurkett\�'ong1PBPFFB-8 26 I3- � - FIVAL.doc � 8/?7/20I3 102�AD9 13-32 Resolution No. Paee 2 WI-IEREAS; pursuant to the terms of this Three Partv :�ereement, Burkett and \�'ons Eneineers will prepare PFFPs and F1As for Otav Ranch V"illaees 3 \�onh /Portion of 4�8 East; and 10, the Cin� ���ill mana�e the Aereement, and the Applicant will be responsibie for all costs: and @%HEREAS, the De��elopment Services Director has revieti�ed the proposed agreement approval for compliance ti�ith the Califomia Environmental Quality Act (CEQ.A) and has determined that the activit�� is not a "Projecr' as defined under Section 1�378 of the State CEQA Guidelines, therefore, pursuant to Section 1�060 (c)(3) of the Stare CEQA Guidelines the activitl� is not subject to CEQA. Thus, no en��ironmental revie�� is required. � NOW. THEREFORE. BE IT RESOLVED that the Cin- Council of the Citv of Chula Vista hereby approves the Three Pam� Aereement beri��een the Cin� of Chula Vista. Burkett and \Vona Eneineers, and SSBT LCRE V. LLC for Consultant Services rendered for Villa¢es 3 \'orth/Ponion of 4. 8 East. and 10. BE IT FURTHER RESOLVED, that the Cih� Council herebv authorizes and directs the Mavor to execute said aereement for and on behalf of the Citv of Chula Vista. Presented by Approved as to form bv - . I:ellv Brouahton G R. Development Services Director ��Cin� _ J:lAaomev�FPr�`AL RESOS.AND ORDINANCES�2013\09 10 13\CCResoReBurken\1'oneJPBPFPB-8 26 13- FI�AL.doc . . 8/2i/2013 10:?5�\1 13-33