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HomeMy WebLinkAbout2023/10/17 Post Agenda Packet REGULAR MEETING OF THE CITY COUNCIL **POST AGENDA** Date:Tuesday, October 17, 2023, 5:00 p.m. Location:Council Chambers, 276 Fourth Avenue, Chula Vista, CA View the Meeting Live in English & Spanish: chulavistaca.gov/councilmeetings Cox channel 24 in English only Free Spanish interpretation is available onsite Welcome to your City Council Meeting PUBLIC COMMENTS: Public comments may be submitted to the City Council in the following ways: In-Person. The community is welcome to make public comments at this City Council meeting. • Submit an eComment: Visit www.chulavistaca.gov/councilmeetings, locate the meeting and click the comment bubble icon. Select the item and click "Leave Comment." eComments can be submitted until the conclusion of public comments for the item and are viewable online upon submittal. If you have difficulty submitting eComments, email comments to: cityclerk@chulavistaca.gov. • HOW TO WATCH: Live stream is available at www.chulavistaca.gov/councilmeetings. To switch the video to Spanish, please click on "ES" in the bottom right hand corner. Meetings are available anytime on the City's website (English and Spanish). In addition, closed captioning is available in both languages. ACCESSIBILITY: Individuals with disabilities or special needs are invited to request modifications or accommodations to access and/or participate in a City meeting by contacting the City Clerk’s Office at cityclerk@chulavistaca.gov or (619) 691-5041 (California Relay Service is available for the hearing impaired by dialing 711) at least forty-eight hours in advance of the meeting. SPEAKER TIME LIMITS: The time allotted for speakers may be adjusted by the Mayor. - Five minutes* for specific items listed on the agenda - Three minutes* for items NOT on the agenda (called to speak during Public Comments) - A group of individuals may select a spokesperson to speak on their behalf on an agenda item, waiving their option to speak individually on the same item. Generally, five minutes are allotted per person, up to a limit of 30 minutes, although the limits may be adjusted. Members of the group must be present. *Individuals who use a translator will be allotted twice the amount of time. GETTING TO KNOW YOUR AGENDA Agenda Sections: CONSENT CALENDAR items are routine items that are not expected to prompt discussion. All items are considered for approval at the same time with one vote. Councilmembers and staff may request items be removed and members of the public may submit a speaker slip if they wish to comment on an item. Items removed from the Consent Calendar are discussed after the vote on the remaining Consent Calendar items. PUBLIC COMMENT provides the public with an opportunity to address the Council on any matter not listed on the agenda that is within the jurisdiction of the Council. In compliance with the Brown Act, the Council cannot take action on matters not listed on the agenda. PUBLIC HEARINGS are held on matters specifically required by law. The Mayor asks for presentations from staff and from the proponent or applicant involved (if applicable) in the matter under discussion. Following questions from the Councilmembers, the Mayor opens the public hearing and asks for public comments. The hearing is closed, and the City Council may discuss and take action. ACTION ITEMS are items that are expected to cause discussion and/or action by the Council but do not legally require a Public Hearing. Staff may make a presentation and Councilmembers may ask questions of staff and the involved parties before the Mayor invites the public to provide input. CLOSED SESSION may only be attended by members of the Council, support staff, and/or legal counsel. The most common purpose of a Closed Session is to avoid revealing confidential information that may prejudice the legal or negotiating position of the City or compromise the privacy interests of employees. Closed sessions may be held only as specifically authorized by law. Council Actions: RESOLUTIONS are formal expressions of opinion or intention of the Council and are usually effective immediately. ORDINANCES are laws adopted by the Council. Ordinances usually amend, repeal or supplement the Municipal Code; provide zoning specifications; or appropriate money for specific purposes. Most ordinances require two hearings: an introductory hearing, generally followed by a second hearing at the next regular meeting. Most ordinances go into effect 30 days after the final approval. PROCLAMATIONS are issued by the City to honor significant achievements by community members, highlight an event, promote awareness of community issues, and recognize City employees. City of Chula Vista City Council October 17, 2023 Post Agenda Page 2 of 457 Pages 1.CALL TO ORDER 2.ROLL CALL 3.PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE 4.SPECIAL ORDERS OF THE DAY 4.1 Presentation by the San Diego County Registrar of Voters’ Office on the Newly Installed Permanent Ballot Drop Boxes Located Throughout the City 10 4.2 Presentation of a Proclamation to Director of CAST Maria Zadorozny and Fire Chief Muns Commending the Community Adversity Support Team (CAST -- Previously Citizen's Adversity Support Team) on its 30th Anniversary in the City of Chula Vista 5.CONSENT CALENDAR (Items 5.1 through 5.9) All items listed under the Consent Calendar are considered and acted upon by one motion. Anyone may request an item be removed for separate consideration. RECOMMENDED ACTION: Council approve the recommended action on the below consent calendar items. 5.1 Approval of Meeting Minutes 27 RECOMMENDED ACTION: Approve the minutes dated: September 26, October 3, and 5, 2023. 5.2 Waive Reading of Text of Resolutions and Ordinances RECOMMENDED ACTION: Approve a motion to read only the title and waive the reading of the text of all resolutions and ordinances at this meeting. 5.3 Consideration of Requests for Excused Absences 38 Councilmember Cardenas from the October 5, 2023 City Council workshop. RECOMMENDED ACTION: Consider requests for excused absences as appropriate. 5.4 Financial Report and Appropriation: Accept the Quarterly Financial Report for the Quarter Ending June 30, 2023, Appropriate Funds for that Purpose, and Amend a Council Policy 39 Report Number: 23-0261 Location: No specific geographic location Department: Finance Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Sections 15060(c)(3) no environmental review is required. City of Chula Vista City Council October 17, 2023 Post Agenda Page 3 of 457 RECOMMENDED ACTION: Accept the quarterly financial report for the quarter ended June 30, 2023, and adopt resolutions A) Making various amendments to the fiscal year 2022-23 budget to adjust for variances and appropriating funds for that purpose (4/5 Vote Required), and B) Amending Council Policy 220-02 Financial Reporting and Transfer Authority with updated terminology. 5.5 City Election: Call an Election on March 5, 2024, to Conduct a Primary Election for City Councilmembers for Districts 3 and 4 and a Special Runoff Election for City Attorney, and Adopt Regulations for Candidate Statements 57 Report Number: 23-0217 Location: No specific geographic location Department: City Clerk Environmental Notice: This activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. RECOMMENDED ACTION: Adopt resolutions A) Calling an election on March 5, 2024, for the purposes of conducting a primary municipal election for two City Councilmembers, representing Districts 3 and 4, and a special runoff election for City Attorney, consolidating the election with the statewide election, and requesting the County of San Diego Board of Supervisors to permit the Registrar of Voters to perform certain services for the conduct of the election; and B) Adopting regulations for candidate statements of qualifications. 5.6 Agreement: Approve a Facilities Use License Agreement for Exclusive Use of the Primary Equestrian Arena and Outbuildings at Rohr Park 65 Report Number: 23-0162 Location: Rohr Park, 4548 Sweetwater Road Department: Economic Development Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing Facilities). RECOMMENDED ACTION: Adopt a resolution approving a Facilities Use License Agreement between the City and Sunnyside Saddle Club for Exclusive Use of the Primary Equestrian Arena and Outbuildings at Rohr Park. City of Chula Vista City Council October 17, 2023 Post Agenda Page 4 of 457 5.7 Grant Award and Agreement: Accept and Appropriate Grant Funds from the California Office of Traffic Safety for a Pedestrian and Bicycle Safety Program and Approve an Agreement with Circulate San Diego to Administer the Program 96 Report Number: 23-0266 Location: No specific geographic location Department: Police Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. RECOMMENDED ACTION: Adopt resolutions A) Accepting $164,000 from the California Office of Traffic Safety and appropriating $123,000 to the Police Grants Section of the Federal Grants Fund for the Pedestrian and Bicycle Safety Program (4/5 Vote Required); and B) Waiving the competitive formal bid requirement and approving an agreement with WalkSanDiego doing business as Circulate San Diego to administer the Pedestrian and Bicycle Safety Program. 5.8 Expenditure Plan Amendment and Appropriation: Amend the Infrastructure, Facilities and Equipment Expenditure Plan and Appropriate Funds to the Traffic Signal Modifications CIP Project for a Change Order with HMS Construction and Associated Project Costs 170 Report Number: 23-0274 Location: Various Intersections Citywide Department: Engineering & Capital Projects Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing Facilities) and Section 15302 Class 2 (Replacement or Reconstruction). RECOMMENDED ACTION: Adopt a resolution 1) Amending the Infrastructure, Facilities, and Equipment Expenditure Plan and 2) Amending the Fiscal Year 2023/24 CIP program budget by appropriating $225,000 from the available balance of the Measure P Fund to the Traffic Signal Modifications (TRF0408) CIP Project for a claim resolution change order with HMS Construction, Inc. and associated project costs. (4/5 Vote Required) City of Chula Vista City Council October 17, 2023 Post Agenda Page 5 of 457 5.9 Agreement: Approve Modifications to the Golf Course Facility Management Agreement with Touchstone Golf, LLC, for Management of the Chula Vista Golf Course 176 Report Number: 23-0279 Location: Chula Vista Golf Course, 4475 Bonita Road Department: Economic Development Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. RECOMMENDED ACTION: Adopt a resolution approving a modified Golf Course Facility Management Agreement with Touchstone Golf, LLC, for professional management services for the Chula Vista Golf Course. *5.10 Labor Relations: Consideration of Establishing a Healthcare Worker Minimum Wage 219 Report Number: 23-0265 Location: No specific geographic location Department: City Manager Environmental Notice: This activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act (“CEQA”) State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. RECOMMENDED ACTION: Place an ordinance on first reading adding Chapter 2.74 “Healthcare Worker Minimum Wage” to Title 2 of the Chula Vista Municipal Code. (First Reading) 6.PUBLIC COMMENTS 230 The public may address the Council on any matter within the jurisdiction of the Council but not on the agenda. 7.PUBLIC HEARINGS The following item(s) have been advertised as public hearing(s) as required by law. City of Chula Vista City Council October 17, 2023 Post Agenda Page 6 of 457 7.1 HUD Entitlement Grants and Appropriation: Adopt a First Amendment to the U.S. Department of Housing and Urban Development Fiscal Year 2023/24 Annual Action Plan and Appropriate Funds 234 Report Number: 23-0245 Location: 333 Oxford Street Department: Housing & Homeless Services Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing Facilities), Section 15302 Class 2 (Replacement or Reconstruction), and Section 15303 Class 3 (New Construction or Conversion of Small Structures). Pursuant to Title 24, Part 58.35(a)(3)(iii) of the Code of Federal Regulations and Housing and Urban Development Environmental Guidelines, the activity is Categorically excluded under National Environmental Policy Act. RECOMMENDED ACTION: Adopt a resolution approving the First Amendment to the U.S. Department of Housing and Urban Development Annual Action Plan to (1) allocate HOME Investment Partnerships Program Funds to affordable housing production, (2) transfer HOME – American Rescue Plan funds for administration, (3) allocate Community Development Block Grant Funds for the renovation of facilities and infrastructure at Lauderbach Park, (4) authorize the City Manager or her designee to negotiate and execute documents consistent with the proposed activities, and (5) appropriate funds for that purpose. (4/5 Vote Required) 8.ACTION ITEMS The following item(s) will be considered individually and are expected to elicit discussion and deliberation. **ITEM 8.1 WILL BE HEARD AT A TIME CERTAIN OF 6:00 P.M.** 8.1 Grant Award & Agreements: Accept and Appropriate Grant Funds and Approve Grant Agreement, Increase Police Staffing and Approve Agreements with SANDAG for Theft Prevention Grant Program and Flock Group for Automated License Plate Recognition Cameras 259 Report Number: 23-0276 Location: No specific geographic location Department: Police Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. City of Chula Vista City Council October 17, 2023 Post Agenda Page 7 of 457 RECOMMENDED ACTION: Adopt resolutions: A) Accepting $3,037,986 in grant funds from the California Board of State and Community Corrections for the Organized Retail Theft Prevention Grant Program, adding one Police Agent to the authorized staffing level of the Police Department, approving Agreement Number BSCC 1146-23 with the Board of State Community Corrections, and appropriating $1,133,788 to the Fiscal Year 2023/24 Police Grants Section of the State Grants Fund; B) Approving an agreement with San Diego Association of Governments for the Organized Retail Theft Prevention Grant Program, and C) Approving an agreement with Flock Group, Inc. for 150 fixed Automated License Plate Recognition cameras. (4/5 Vote Required) 9.CITY MANAGER’S REPORTS 9.1 Report on Elite Athlete Training Center Naming Rights Approval 442 10.MAYOR’S REPORTS 10.1 Ratification of Appointments to the Following Commissions:445 Board of Library Trustees - James Moffat Human Relations Commission - Sandra Hodge RECOMMENDED ACTION: To ratify the above appointments 11.COUNCILMEMBERS’ COMMENTS 456 12.CITY ATTORNEY'S REPORTS 13.CLOSED SESSION Announcements of actions taken in Closed Sessions shall be made available by noon on the next business day following the Council meeting at the City Attorney's office in accordance with the Ralph M. Brown Act (Government Code 54957.7) 13.1 Conference with Legal Counsel Regarding Existing Litigation Pursuant to Government Code Section 54956.9(d)(1): A) Name of case: City of Chula Vista v. Lexington Insurance Co., San Diego Superior Court, Case No. 37-2023-00005462-CU-BC-CTL B) Name of case: Michael Donohue v. City of Chula Vista, San Diego Superior Court, Case No. 37-2022-00021242-CU-PA-CTL *13.2 Conference with Labor Negotiators Pursuant to Government Code Section 54957.6 Agency designated representatives: Maria Kachadoorian, Tiffany Allen, Courtney Chase, Tanya Tomlinson, Sarah Schoen, and Edward Prendell Employee organization: ACE, IAFF, NIAF, MM/PR, POA, WCE, and unrepresented employees. City of Chula Vista City Council October 17, 2023 Post Agenda Page 8 of 457 14.ADJOURNMENT to the regular City Council meeting on October 24, 2023, at 5:00 p.m. in the Council Chambers. Materials provided to the City Council related to an open session item on this agenda are available for public review, please contact the Office of the City Clerk at cityclerk@chulavistaca.gov or (619) 691-5041. Sign up at www.chulavistaca.gov to receive email notifications when City Council agendas are published online. City of Chula Vista City Council October 17, 2023 Post Agenda Page 9 of 457 CITY OF CHULA VISTA BALLOT DROP BOX NOVEMBER 7, 2023 -SPECIAL ELECTION Page 10 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda ELECTION MODEL THE SAN DIEGO COUNTY BOARD OF SUPERVISORS PASSED THE VOTERS CHOICE ACT (VCA) IN OCTOBER 2021 UNDER VCA, YOU CHOOSE WHEN, WHERE AND HOW YOU VOTE. EVERY REGISTERED VOTER WILL AUTOMATICALLY RECEIVE A BALLOT IN THE MAIL NEARLY A MONTH BEFORE ELECTION DAY AND CAN RETURN BY MAIL, DROP IN A SECURE BALLOT DROP BOX, OR VISIT A VOTE CENTER Page 11 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX FAQ BOX SIZE & WEIGHT: •24"L X 24"W X 54"H •200+ POUNDS WHEN EMPTY BOXES ARE OPEN FOR 30 DAYS OF VOTING •ALL BOXES ARE LOCKED AT 8:00 P.M. ON ELECTION NIGHT •KIOSK CLOSED BAR IN PLACE WHEN NOT IN USE ADA SURVEYS CONDUCTED AT ALL LOCATIONS Page 12 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX FAQ BOXES ARE BOLTED TO THE GROUND •BOLTED FROM THE INSIDE AT FOUR CORNERS HIGH GRADE, HEAVY GAUGE STAINLESS STEEL DOUBLE-LOCKING ACCESS DOORS ANTI-PRY DOOR JAMBS TAMPER EVIDENT SEALS AND LOCKS Page 13 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX FAQ ROV BALLOT SECURITY TEAMS: •BACKGROUND CHECKED COUNTY EMPLOYEES •CONDUCT CHAIN OF CUSTODY PROCEDURES •ROUTES TRACKED VIA PHONE APP THE ROV IS RESPONSIBLE FOR: •INSTALLATION •OPENING & CLOSING •BALLOT COLLECTION •MAINTENANCE Page 14 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX LOCATIONS CHULA VISTA & BONITA •13 BALLOT DROP BOXES 35 ADDITIONAL LOCATIONS •SAN DIEGO •FALLBROOK Page 15 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX LOCATIONS LOCATION SELECTION •ACCESSIBLE •NEAR PUBLIC TRANSIT •OUTDOOR •OPEN 24/7 •PARTNERSHIP WITH CITY OF CHULA VISTA Page 16 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX LOCATIONS CHULA VISTA PUBLIC LIBRARY -CIVIC CENTERCHULA VISTA PUBLIC LIBRARY -CIVIC CENTER DRIVE-THRU Page 17 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX LOCATIONS BONITA-SUNNYSIDE BRANCH LIBRARYCHULA VISTA PUBLIC LIBRARY -SOUTH Page 18 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX LOCATIONS OTAY RECREATION CENTERNORMAN PARK SENIOR CENTER Page 19 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX LOCATIONS CHULA VISTA ANIMAL CARE FACILITYOFFICE OF THE ASSESSOR/RECORDER/COUNTY CLERK Page 20 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX LOCATIONS HARVEST PARKMACKENZIE CREEK PARK Page 21 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX LOCATIONS EUCALYPTUS SKATEBOARD PARKKUMEYAAY PARK Page 22 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX LOCATIONS BONITA-SUNNYSIDE FIRE PROTECTION DISTRICT Page 23 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BALLOT DROP BOX LOCATIONS CHULA VISTA PUBLIC LIBRARY –OTAY RANCH TOWN CENTER (RETURNS IN 2024) Page 24 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda NOVEMBER 7, 2023 –SPECIAL ELECTION BALLOT DROP BOX RETURNS MONDAY, 10/16/2023 •132 BALLOTS IN FIRST WEEK •ALL BOXES HAVE RECEIVED BALLOTS •CIVIC CENTER DRIVE-THRU MOST POPULAR LOCATION Page 25 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda THANK YOU Page 26 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda City of Chula Vista Special Meeting of the City Council Meeting Minutes September 26, 2023, 6:00 p.m. Chula Vista Elite Athlete Training Center 2800 Olympic Parkway, Chula Vista, CA Present: Councilmember Cardenas, Councilmember Chavez, Councilmember Gonzalez, Deputy Mayor Preciado, Mayor McCann MAYOR JOHN MCCANN STATE OF THE CITY ADDRESS A special meeting of the City Council of the City of Chula Vista was called to order at 6:04 p.m. at the Chula Vista Elite Athlete Training Center, 2800 Olympic Parkway, Chula Vista, CA. _____________________________________________________________________ 1. WELCOME & EMCEE A video highlighting the City's accomplishments and contributions was presented. South County Economic Development Council Chair Debbie Espe welcomed the audience to the 2023 State of the City Address. Councilmembers Cardenas and Chavez joined the meeting at 6:16 PM. 2. SOLO MARIACHI SINGER Elena Castaneda performed a Mariachi solo. 3. PRESENTATION OF COLORS Boy Scout Troop 800 of Chula Vista presented the colors. 4. PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE Trenten Merrill, Long Jump, Paralympic Athlete led the Pledge of Allegiance. 5. NATIONAL ANTHEM Tyshar Turner, Deputy Director of City Clerk Services, performed the National Anthem. 6. INVOCATION Pastor Sammy Famoso, Associate Campus Pastor of the Rock Church Chula Vista, delivered the invocation. Page 27 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2023-09-26 City Council Special Meeting Minutes Page 2 7. STATE OF THE CITY ADDRESS Debbie Espe, introduced special guests and dignitaries who were present at the meeting, and she introduced Mayor John McCann Mayor John McCann presented the State of the City Address. 8. GOD BLESS AMERICA Bonita Vista High School Music Machine performed God Bless America. 9. ADJOURNMENT The meeting was adjourned at 6:59 p.m. Minutes prepared by: Tyshar Turner, Deputy Director of City Clerk Services _________________________ Kerry K. Bigelow, MMC, City Clerk Page 28 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda City of Chula Vista Regular Meeting of the City Council Meeting Minutes October 3, 2023, 5:00 p.m. Council Chambers, 276 Fourth Avenue, Chula Vista, CA Present: Councilmember Cardenas, Councilmember Chavez, Councilmember Gonzalez, Deputy Mayor Preciado, Mayor McCann Also Present: City Manager Kachadoorian; Jill Maland representing Lounsbery Ferguson Altona & Peak LLP, Interim Acting City Attorney; Deputy Director of City Clerk Services Turner; and Deputy Director of City Clerk Services Hernandez The City Council minutes are prepared and ordered to correspond to the City Council Agenda. Agenda items may be taken out of order during the meeting. The agenda items were considered in the order presented. _____________________________________________________________________ 1. CALL TO ORDER A regular meeting of the City Council of the City of Chula Vista was called to order at 5:00 p.m. in the Council Chambers, located in City Hall, 276 Fourth Avenue, Chula Vista, California. 2. ROLL CALL Deputy Director of City Clerk Services Turner called the roll. Deputy Mayor Preciado joined the meeting at 5:06 p.m. 3. PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE Councilmember Gonzalez led the Pledge of Allegiance. 4. CONSENT CALENDAR (Items 4.1 through 4.10) Items 4.4, 4.5, 4.9, and 4.10 were removed from the Consent Calendar at the request of members of the public. Moved by Mayor McCann Seconded by Councilmember Gonzalez To approve the recommended actions appearing below consent calendar Items 4.1 through 4.3 and 4.6 through 4.8. The headings were read, text waived. The motion was carried by the following vote: Page 29 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2023-10-10 City Council Regular Meeting Minutes Page 2 Yes (4): Councilmember Cardenas, Councilmember Chavez, Councilmember Gonzalez, and Mayor McCann Result, Carried (4 to 0) 4.1 Approval of Meeting Minutes Approval of the minutes dated: September 19, 2023. 4.2 Waive Reading of Text of Resolutions and Ordinances Approval of a motion to read only the title and waive the reading of the text of all resolutions and ordinances at this meeting. 4.3 Consideration of Requests for Excused Absences Consideration of requests for excused absences. No requests were received for that meeting. 4.6 Grant Award and Appropriation: Accept Grant Funds from the Federal Emergency Management Agency for the Assistance to Firefighters Grant and Appropriate Funds For that Purpose Adopt a resolution accepting the Federal Emergency Management Agency Assistance to Firefighters Grant of $78,945, matching with ten percent City funds of $7,895, and appropriating funds for that purpose. (4/5 Vote Required) Item 4.6 heading: RESOLUTION NO. 2023-152 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING THE FEDERAL EMERGENCY MANAGEMENT AGENCY ASSISTANCE TO FIREFIGHTERS GRANT AWARD, MATCHING A PERCENTAGE OF THE GRANT WITH CITY FUNDS, AND APPROPRIATING FUNDS THEREFOR (4/5 VOTE REQUIRED) 4.7 Grant Award and Appropriation: Accept and Appropriate Grant Funds from the California Office of Traffic Safety for the Emergency Medical Services (EMS) First Responder Equipment Program Adopt a resolution accepting $50,000 of grant funding from the California Office of Traffic Safety and appropriating $50,000 to the capital category of the Fire Grants Section of the Federal Grants Fund. (4/5 Vote Required) Item 4.7 heading: RESOLUTION NO. 2023-153 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING GRANT FUNDS FROM THE CALIFORNIA OFFICE OF TRAFFIC SAFETY FOR THE EMERGENCY MEDICAL SERVICES FIRST RESPONDER EQUIPMENT PROGRAM AND APPROPRIATING FUNDS THEREFOR (4/5 VOTE REQUIRED) 4.8 Agreement: Approve an Agreement with AutoReturn US, LLC to Provide a Towing and Impound Management Software Solution Paul Henkin submitted written comments in support of the item. Page 30 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2023-10-10 City Council Regular Meeting Minutes Page 3 Adopt a resolution waiving the competitive formal bid requirement and approving a service agreement with AutoReturn US, LLC to provide towing and impound management software solution for the Police Department. Item 4.8 heading: RESOLUTION NO. 2023-154 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA WAIVING THE COMPETITIVE FORMAL BID REQUIREMENT AND APPROVING A SERVICE AGREEMENT WITH AUTORETURN US, LLC TO PROVIDE TOWING AND IMPOUND MANAGEMENT SOFTWARE SOLUTION TO THE POLICE DEPARTMENT ITEMS REMOVED FROM THE CONSENT CALENDAR 4.4 Labor Relations: Adopt an Ordinance Establishing Traffic Control Worker Minimum Wage (Second Reading and Adoption) The following members of the public spoke regarding the item:  Alan C.  Delia Dominguez Cervantes, Chula Vista resident Dennis Kyle, representing Wyyerd Fiber, spoke and submitted written comments in opposition to the item. Paul Henkin submitted written comments in support of the item. Moved by Deputy Mayor Preciado Seconded by Councilmember Chavez To adopt Ordinance No. 3557, the heading was read, text waived. The motion was carried by the following vote: Yes (5): Councilmember Cardenas, Councilmember Chavez, Councilmember Gonzalez, Deputy Mayor Preciado, and Mayor McCann Result, Carried (5 to 0) Item 4.4 heading: ORDINANCE NO. 3557 OF THE CITY OF CHULA VISTA ADDING CHAPTER 2.73, “TRAFFIC CONTROL WORKER MINIMUM WAGE” TO TITLE 2 OF THE CHULA VISTA MUNICIPAL CODE TO ESTABLISH A TRAFFIC CONTROL WORKER MINIMUM WAGE (SECOND READING AND ADOPTION) (4/5 VOTE REQUIRED) 4.5 Contract Award and Appropriation: Award a Public Works Contract to SCW Contracting Corporation for the “Sewer Force Main at G Street Pump Station and G Street Pump Station Upgrade (SWR0275 and SWR0309)” Project and Appropriate Funds for that Purpose John Acosta, Chula Vista resident, spoke in opposition to the item. Paul Henkin submitted written comments in opposition to the item. Page 31 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2023-10-10 City Council Regular Meeting Minutes Page 4 City Engineer Valle spoke regarding the scope of the contract and the formal bid process and responded to questions from the City Council. Moved by Deputy Mayor Preciado Seconded by Councilmember Gonzalez To adopt Resolution No. 2023-151, the heading was read, text waived. The motion was carried by the following vote: Yes (5): Councilmember Cardenas, Councilmember Chavez, Councilmember Gonzalez, Deputy Mayor Preciado, and Mayor McCann Result, Carried (5 to 0) Item 4.5 heading: RESOLUTION NO. 2023-151 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING BIDS, AWARDING A CONTRACT FOR THE “SEWER FORCE MAIN AT G STREET PUMP STATION AND G STREET PUMP STATION UPGRADE (SWR0275 AND SWR0309)” PROJECT TO SCW CONTRACTING CORPORATION, AND APPROPRIATING FUNDS THEREFOR (4/5 VOTE REQUIRED) 4.9 Grant Award and Appropriation: Accept Grant Funds from the California Office of Traffic Safety for the Selective Traffic Enforcement Program and Amend the Fiscal Year 2023/24 Budget For that Purpose The following members of the public spoke regarding the item:  Alan C.  John Acosta, Chula Vista resident Police Captain Martin spoke regarding the item. Moved by Mayor McCann Seconded by Councilmember Chavez To adopt Resolution No. 2023-155, heading was read, text waived. The motion was carried by the following vote: Yes (5): Councilmember Cardenas, Councilmember Chavez, Councilmember Gonzalez, Deputy Mayor Preciado, and Mayor McCann Result, Carried (5 to 0) Item 4.9 heading: RESOLUTION NO. 2023-155 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING GRANT FUNDS FROM THE CALIFORNIA OFFICE OF TRAFFIC SAFETY FOR THE SELECTIVE TRAFFIC ENFORCEMENT PROGRAM AND APPROPRIATING FUNDS THEREFOR (4/5 VOTE REQUIRED) 4.10 Agreement: Approve an Agreement with Disability Access Consultants, LLC for Americans with Disabilities Act Self-Evaluation and Transition Plan Update Services John Acosta, Chula Vista resident, spoke in support of sidewalks in the City. Page 32 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2023-10-10 City Council Regular Meeting Minutes Page 5 Robert Johnson submitted written communication in support of the item. The following members of the public submitted written communications in opposition to the item:  Steven Ramon  Concerned Citizen Moved by Mayor McCann Seconded by Deputy Mayor Preciado To adopt Resolution No. 2023-156, heading was read, text waived. The motion was carried by the following vote: Yes (5): Councilmember Cardenas, Councilmember Chavez, Councilmember Gonzalez, Deputy Mayor Preciado, and Mayor McCann Result, Carried (5 to 0) Item 4.10 heading: RESOLUTION NO. 2023-156 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE AGREEMENT FOR AMERICANS WITH DISABILITIES ACT SELF-EVALUATION AND TRANSITION PLAN SERVICES BETWEEN THE CITY AND DISABILITY ACCESS CONSULTANTS, LLC 5. PUBLIC COMMENTS Alan C. spoke regarding traffic safety data on Broadway. John Acosta, Chula Vista resident, spoke regarding Harborside Park. Brandon Claypool spoke regarding homelessness and thanked City staff for the services available in Chula Vista. Joe Raso, Chula Vista resident, spoke in opposition to the tenant protection ordinance. At the request of Deputy Mayor Preciado, there was a consensus of the City Council for staff to return to a future meeting with an analysis of the Chula Vista tenant protection ordinance in relation to new state legislation. Henry Sanchez spoke in support of gathering in City parks to play soccer. Harold De Moss, Chula Vista resident, spoke regarding various matters. Delia Dominguez Cervantes, Chula Vista resident, spoke regarding news articles referencing financial disclosures for City Council members. Preston Barney offered prayers for the City Council. 6. CITY MANAGER’S REPORTS There were none. 7. MAYOR’S REPORTS Mayor McCann spoke regarding his attendance at the following recent events: Chula Vista Art Fest, Bonitafest Melodrama, Living Coast Discover Center Clean Up, Movies in Page 33 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2023-10-10 City Council Regular Meeting Minutes Page 6 the Moonlight, the Public Works Golf tournament, Chula Vista Police Department's Evening with Heroes, and groundbreakings for the UniverCity library and Sweetwater Park. 8. COUNCILMEMBERS’ COMMENTS Deputy Mayor Preciado spoke regarding his attendance at the following recent events: Chula Vista Police Department's Evening with Heroes, the State of the City, and the groundbreaking for Sweetwater Park. He expressed concern about the lack of accessibility on Third Avenue, announced the distribution of this first district newsletter, and encouraged district residents to sign up to receive the newsletter. Councilmember Chavez spoke regarding her attendance at the State of the City and the groundbreaking for the UniverCity library. She encouraged residents to register for the Metropolitan Transit System's Blue Envelope Program, established to assist individuals with accessibility needs. 9. CITY ATTORNEY'S REPORTS Acting City Attorney Maland announced that an item would be added to the agenda for the upcoming City Council Workshop to allow the City Council to discuss attendance at the 2023 Binational Delegation to ensure accordance with the Brown Act. 10. CLOSED SESSION Pursuant to Resolution No. 13706 and Council Policy No. 346-03, Official Minutes and records of action taken during Closed Sessions are maintained by the City Attorney. Acting City Attorney Maland announced that the City Council would convene in closed session to discuss the items listed below. Mayor McCann recessed the meeting at 6:22 p.m. The City Council convened in closed session at 6:30 p.m., with all members present. 10.1 Conference with Legal Counsel Regarding Existing Litigation Pursuant to Government Code Section 54956.9(d)(1): Name of case: American Medical Response West v. CA Dept of Healthcare Services, Sacramento Superior Court, Case No. 34-2021-80003757-CU-WM-GDS. Action: No Reportable Action 11. ADJOURNMENT The meeting was adjourned at 6:36 p.m. Minutes prepared by: Tyshar Turner, Deputy Director of City Clerk Services _________________________ Kerry K. Bigelow, MMC, City Clerk Page 34 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda City of Chula Vista Regular City Council Workshop Meeting Minutes October 5, 2023, 4:00 p.m. Council Chambers, 276 Fourth Avenue, Chula Vista, CA Present: Councilmember Chavez, Councilmember Gonzalez, Deputy Mayor Preciado, Mayor McCann Absent: Councilmember Cardenas Also Present: City Manager Kachadoorian; Jill Maland representing Lounsbery Ferguson Altona & Peak LLP, Interim Acting City Attorney, Deputy Director of City Clerk Services Turner; and Deputy Director of City Clerk Services Hernandez The City Council minutes are prepared and ordered to correspond to the City Council Agenda. Agenda items may be taken out of order during the meeting. The agenda items were considered in the order presented. _____________________________________________________________________ 1. CALL TO ORDER A workshop of the City Council of the City of Chula Vista was called to order at 4:00 p.m. in the Council Chambers, located in City Hall, 276 Fourth Avenue, Chula Vista, California. 2. ROLL CALL Deputy Director of City Clerk Services Turner called the roll. 3. PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE Councilmember Preciado led the Pledge of Allegiance. 4. ACTION ITEMS 4.1 Binational Delegation Representative Selection: Discuss and Determine the Procedure for Selecting Officials to Attend the San Diego Regional Chamber of Commerce 2023 Binational Delegation, and Select a Maximum of Two Officials to Attend Assistant City Attorney McClurg announced that Item 4.1 was pulled and would not be considered. Clerk Note: Excused absence pending Council approval. Page 35 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2023-10-05 City Council Workshop Minutes Page 2 5. WORKSHOP 5.1 City Council Workshop on Unsheltered in the City of Chula Vista Director of Housing and Homeless Services Kurz and the following City staff members gave a presentation on the item and responded to questions from the City Council:  Homeless Solutions Manager Davis  Assistant City Attorney McClurg  Police Lieutenant Pinedo  Deputy City Attorney Carnahan  Sr. Outreach and Shelter Coordinator Cardenas  Park Ranger Program Manager Alzubaidi Mayor McCann recessed the meeting at 5:58 p.m. The City Council reconvened at 6:08 p.m., with all members present. The following members of the public spoke regarding the item:  Penni Neely  Joseph A. Raso, Chula Vista resident, and he submitted written communications.  John Acosta, Chula Vista resident  Paul E. Morgan  Stephon, Chula Vista resident, and he submitted written communications  Mandy Lien, who also spoke on behalf of Simone and Consuelo  Alan C., who also spoke on behalf of Robert Johnson, Cheryl, Julie Anne H., Lilie, Carlos, and Gabriel, and he submitted written communications.  Sandra J. The following members of the public submitted requests to speak but were not present when called upon:  Jorge Marroquin  Delia Dominguez Cervantes Council discussion ensued. At the request of Mayor McCann, there was a consensus of the City Council to have staff return to the City Council within 60 days to discuss the following Municipal Code provisions:  Establish a licensing process for outreach contractors and voucher use  Adopt targeted restrictions on sitting/lying/sleeping on public property  Adopt targeted regulations for storing items on public property  Amend the Recreational Vehicle Permit Program to incorporate a vehicle dwelling system Deputy Mayor Preciado expressed concern about public encounters that endanger the safety of City staff and expressed interest in training and policies addressing this. Page 36 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2023-10-05 City Council Workshop Minutes Page 3 6. ADJOURNMENT The meeting was adjourned at 7:34 p.m. Minutes prepared by: Tyshar Turner, Deputy Director of City Clerk Services _________________________ Kerry K. Bigelow, MMC, City Clerk Page 37 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Memo To: Mayor and Councilmembers From: Andrea Cardenas, Councilmember CC: City Manager, City Clerk, City Attorney Date: 10/10/2023 Re: Request for Excused Absence Dear Mayor and Councilmembers, Please excuse my absence from the Chula Vista City Council Workshop on 10/05/2023 due to personal health matters. Sincerely, Andrea Cardenas Councilmember District 4 Page 38 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda v . 0 03 P a g e | 1 October 17, 2023 ITEM TITLE Financial Report and Appropriation: Accept the Quarterly Financial Report for the Quarter Ending June 30, 2023, Appropriate Funds for that Purpose, and Amend a Council Policy Report Number: 23-0261 Location: No specific geographic location Department: Finance Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Sections 15060(c)(3) no environmental review is required. Recommended Action Accept the quarterly financial report for the quarter ended June 30, 2023, and adopt resolutions A) Making various amendments to the fiscal year 2022-23 budget to adjust for variances and appropriating funds for that purpose (4/5 Vote Required), and B) Amending Council Policy 220-02 Financial Reporting and Transfer Authority with updated terminology. SUMMARY The Finance Department, in collaboration with other City departments, prepares quarterly financial reports for the General Fund that reflect budget to actual comparisons, projected revenues and expenditures, and highlight major variances that may require additional action or changes. This report is as of June 30, 2023, and is in compliance with Section 504 (f) of the City Charter, which requires that quarterly financial reports be filed by the Director of Finance through the City Manager. In preparing the quarterly financial projections, staff has identified various budget changes that are needed to accurately reflect actual revenues and expenditures or address changes in budgetary needs. For government entities, a budget creates a legal framework for spending during the fiscal year. After the budget is approved by the City Council, there are circumstances which arise that could require adjustments to the approved budget. Council Policy 220-02 “Financial Reporting and Transfer Authority” was established in January of 1996 and allows for budget transfers and adjustments to be completed. This report discusses budget adjustments that staff recommend in the General Fund as well as various other funds to address identified fiscal issues. Page 39 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 2 Additionally, staff is requesting to update the Financial Reporting and Transfer Authority Policy (the “Policy”), last adopted via City Council Resolution No. 2022-250. The Policy was established to clarify the authority for budget transfers which may be required to fund needed services in each City department within a given fiscal year. When the policy was last updated one change in terminology was omitted and staff is recommending an update to change “summary account” to “budget category” to align with the curre nt financial system. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under Section 15378 of the State CEQA Guidelines because the proposed activity consists of a governmental fiscal/administrative activity which does not result in a physical change in the environment; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable DISCUSSION As part of the fiscal year 2022-23 year-end process, staff has reviewed budget to actual reports to identify potential budget overages at either the category or fund level. Various budget amendments are needed to align the budget with anticipated year-end actuals. For government entities, a budget creates a legal framework for spending during the fiscal year. After the budget is approved, circumstances arise that may require adjustments to the approved budget. City Council Policy No. 220-02 “Financial Reporting and Transfer Authority” permits budget transfers to be completed. Transfers that exceed $75,000 require City Council approval. The City Council may amend the budget at any meeting after the adoption of the budget with a 4/5ths vote. Staff is seeking approval for recommended adjustments in the General Fund and various other funds to align the budget with anticipated year-end actual expenditures where the actuals are expected to exceed the budget. A report on the full results of fiscal year 2022-23, including audited actual revenues and expenditures, will be provided following the completion of the annual audit and with the presentation of the Annual Comprehensive Financial Report. This report will provide summary information for the following areas:  General Fund Revenues and Expenditures  Adjustments to General Fund Expenditures  Adjustments to non-General Fund funds General Fund Overview The General Fund began the year with an operating reserve of $27.2 million, per the City’s Reserves – Fiscal Health Policy. Based on preliminary numbers as of October 3, 2023, the operating reserve is currently anticipated to increase by approximately $1.8 million; however, this may change as part of the year-end closing process. This increase will maintain the reserve at the target level of 15% of next fiscal year’s (fiscal year 2023-24) budgeted operating expenditures, at approximately $29.0 million. Additionally, the Economic Contingency Reserve is expected to be fully funded at the 5.0% target at approximately $9.7 million, and the Catastrophic Event Reserve is anticipated to be partially funded at approximately $3.2 million, reflecting Page 40 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 3 1.7% funding as compared with a target of 3.0% of budgeted operating expenditures. All of the forgoing reserve numbers are based on preliminary estimates and subject to change as part of the final year-end close- out process. Fiscal Year 2022-23 General Fund Overview Table 1 in millions Adopted Budget Amended Budget Year-End Projection Variance1 Revenue Source Major Discretionary Revenues Property Tax $ 40.9 $ 46.8 $ 46.2 $ (0.6) Property Tax in lieu of VLF 26.8 27.8 28.0 0.2 Sales Tax 42.3 43.7 46.3 2.6 Measure P Sales Tax 25.9 28.0 28.5 0.5 Measure A Sales Tax 25.9 28.0 28.5 0.5 Franchise Fees 14.5 14.5 14.4 (0.1) Transient Occupancy Tax 5.2 8.8 8.8 - Utility User Tax 3.8 3.8 3.6 (0.2) Major Discretionary Revenues Subtotal 185.3 201.4 204.4 2.9 Other General Fund Revenues Other Revenues 63.6 63.7 56.1 (7.7) Other General Fund Revenues Subtotal 63.6 63.7 56.1 (7.7) Total Revenues/Sources $ 248.9 $ 265.1 $ 260.5 $ (4.8) Expenditures Personnel Services $ 126.9 $ 127.8 $ 126.5 $ 1.3 Non-Personnel Supplies and Services 18.6 24.5 21.3 3.2 Other Expenses 1.8 8.1 7.6 0.5 Utilities 6.1 7.2 6.6 0.6 Other Expenditure Categories2 95.5 104.8 103.3 1.5 Total Non-Personnel 122.0 144.6 138.7 5.9 Total Expenditures $ 248.9 $ 272.4 $ 265.3 $ 7.1 General Fund Surplus/(Deficit) $ - $ (7.3) $ (4.9) $ 2.4 Use of Prior Year Fund Balance - 7.3 7.9 Contribution to Reserves per Policy - - (3.0) Total General Fund Surplus/(Deficit) $ - $ - $ - General Fund Revenues 1 Variance compares the Amended Budget and the Year-End Projection. 2 Other Expenditure Categories include: Other Capital, Transfers Out, Internal Service Charges, Non-CIP Projects Expenditures and CIP Project Expenditures. Page 41 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 4 The City’s General Fund revenues are projected to be $4.8 million less than the Amended Budget, largely due to Major Revenues outperforming the budget by $2.9 million, offset by Other Revenues coming in below budget by $7.7 million. Sales Tax related revenues exceeded the Amended Budget by $2.6 million, which is partially due to the impact of inflation on taxable goods, most notably general consumer goods and higher gasoline prices. The growth rate for the Sales Tax revenue category is anticipated to decrease in future fiscal years because of global economic conditions including increased inflation, reduced, or eliminated federal funding that was distributed during the pandemic (i.e., federal stimulus payments to families, enhanced unemployment benefits, etc.), and the Federal Reserve increasing interest rates. Property Tax revenue is projected to come in slightly lower than the Amended Budget ($0.6 million). While this is a shortfall as compared to the Amended Budget, it is important to note that the Amended Budget reflects a $5.9 million increase over the Adopted Budget. The increase of property assessed valuations in fiscal year 2022-23 reflects a diverse real estate inventory of residential and commercial properties, which also includes new development as well as a slight decline in real estate sales due to higher interest rates. The American Rescue Plan (ARPA) revenues are projected below budget due to a reduced use of anticipated reimbursements to the General Fund. This reduction is due in part to Major Revenues exceeding the Adopted Budget, resulting in a reallocation of these funds with ARPA spending plan amendment that was approved by the City Council on July 25, 2023 (Resolution No. 2023-110) in fiscal year 2023-24. This amendment allocated $13 million for the purchase of the Palomar Motel as well as other adjustments. General Fund Expenditures The City’s General Fund expenditures are estimated to come in under the Amended Budget by $7.1 million, including personnel savings of $1.3 million. This amount reflects projected salary savings of $5.9 million and savings in other personnel costs of $0.7 million, offset by overtime overages of $5.3 million. The projected savings in the Personnel category is largely due to vacancies throughout the City, with most vacancies occurring within the Police Department. As a result of the vacancies, increased overtime expenditures have been incurred primarily in the public safety departments which are offset by salary savings and decreased fringe benefit expenditures. The Supplies and Services category is projected under budget by $3.2 million. This includes savings of $1.6 million in Non-Departmental and additional savings in various departments of $1.6 million related to maintenance costs, insurance premiums, travel/training costs, and supplies. The Utilities category is anticipated to come in under budget by $0.6 million, largely due to an unusually rainy season that resulted in decreased water utility expenditures. The other expenditure categories (Other Capital, Transfers Out, Internal Service Charges, Non-CIP Project Expenditures, and CIP Project Expenditures) are anticipated to be under the Amended Budget by $1.5 million. This is due to the ARPA spending plan amendment that reallocated $2.7 million of Non-CIP Project Expenditures tied to ARPA funding for the University Project. This is offset by both Measure P and Measure A Sales Tax revenues exceeding the Amended budget by $0.5 million each for a total increase of $1.0 million, resulting in an increased Transfer Out of the General Fund to both respective funds. Page 42 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 5 Departmental Revenues and Expenditures Departmental Revenues Table 2 below provides the Amended General Fund revenue budget, the projected year-end revenues, and the projected variance at the department level. Fiscal Year 2022-23 General Fund Departmental Revenues Table 2 in thousands Department Amended Budget Year-End Projection Variance City Council $ 5.0 $ 5.2 $ 0.2 City Clerk 204.3 234.7 30.4 City Attorney 568.0 564.7 (3.3) Administration 166.1 131.0 (35.1) Information Technology 427.4 353.5 (73.9) Human Resources 977.0 607.2 (369.8) Finance 1,866.9 1,288.8 (578.1) Non-Departmental 216,148.6 221,184.7 5,036.2 Animal Care Facility 1,570.6 1,148.1 (422.4) Economic Development 3,192.4 579.0 (2,613.4) Development Services 2,325.7 2,052.8 (272.8) Engineering/Capital Project 8,486.5 8,743.5 257.0 Police 9,334.4 6,404.2 (2,930.2) Fire 6,214.7 4,109.6 (2,105.0) Public Works 9,005.1 8,354.6 (650.5) Parks and Recreation 3,224.5 4,072.2 847.6 Library 1,463.0 638.9 (824.1) Total Departmental Revenue $ 265,179.9 $ 260,473.5 $ (4,706.6) The largest variances in Departmental Revenues are projected to be in Non-Departmental, Parks and Recreation, and Engineering/Capital Projects. The Non-Departmental positive variance of $5.0 million is where the major revenues are recorded, including Sales Tax, Measure A, Measure P, and Motor Vehicle License Fees. The Parks and Recreation Department positive variance of $0.8 million reflect program revenues due to higher than budgeted activities as more programming was made available to the residents of Chula Vista. The majority of the departments with negative variances for revenues are due to the decrease in planned ARPA reimbursements mentioned earlier in this report. The Adopted Budget anticipated that ARPA reimbursements would be approximately $12.6 million, and of that $8.3 million was to be used for General Government Services Reimbursement under the Revenue Recovery category. In July 2023, the City Council approved an amendment to the ARPA Spending Plan (Resolution No. 2023-110), which reprogrammed these funds in fiscal year 2023-24. As a result of the reprogramming, the transfer from ARPA to the General Fund was decreased by $10.4 million. Page 43 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 6 Departmental Expenditures Table 3 below provides the Amended General Fund expenditure budget, the projected year-end expenditures, and the projected variance at the department level. Fiscal Year 2022-23 General Fund Departmental Expenditures Table 3 in thousands Department Amended Budget Year-End Projection Variance City Council $ 1,759.0 $ 1,286.5 $ 472.5 Boards & Commissions 36.0 8.0 28.0 City Clerk 1,571.4 1,393.3 178.1 City Attorney 3,302.6 2,789.9 512.7 Administration 2,692.8 2,427.5 265.3 Information Technology 5,125.5 4,361.6 763.9 Human Resources 3,280.6 3,415.6 (135.0) Finance 4,590.1 4,198.5 391.6 Non-Departmental 106,750.6 107,523.9 (773.3) Animal Care Facility 3,367.6 3,215.4 152.3 Economic Development 4,619.9 1,944.1 2,675.8 Development Services 6,135.3 5,831.6 303.7 Engineering/Capital Project 10,700.5 10,040.3 660.2 Police 54,741.5 53,127.3 1,614.2 Fire 32,996.8 34,344.3 (1,347.5) Public Works 22,055.7 21,033.5 1,022.3 Parks and Recreation 4,542.7 4,878.1 (335.4) Library 4,060.2 3,446.2 614.0 Total Expenditure Budget $ 272,328.8 $ 265,265.3 $ 7,063.5 Departments that are expected to exceed their Amended Budget amounts will be mitigated by savings from other General Fund departments. The recommended budget amendments are reflected in the General Fund Adjustments section of this report. The following are explanations of the significant variances between the Amended Budget and projected expenditures:  The Fire Department is projected to exceed the Amended Budget by $1.3 million, primarily for overtime costs due to the essential worker stipends, strike team deployments, and injury leave impacts.  The Parks and Recreation department is estimated to exceed the Amended Budget by $0.3 million. This overage is tied to additional programming costs during the fiscal year and is fully offset by $0.8 million in increased revenues.  The Police Department budgetary savings of $1.6 million is primarily due to salary savings as a result of vacancies within the department.  The Economic Development department budgetary savings of $2.7 million is related to an ARPA project for the University Innovation project. These funds were reprogrammed as part of the ARPA Page 44 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 7 Amendment that was approved by the City Council in July 2023 amending the fiscal year 2023-24 budget. Fiscal Year 2022-23 Budget Adjustments Staff is recommending various adjustments, appropriations, and transfers to City Departmental and Fund budgets that require City Council authorization. General Fund Adjustments In the General Fund, some of the transfers are between expense categories within the same Department and some transfers are between Departments. There are also proposed budget adjustments reflecting increased revenue where needed to address unanticipated expenditure category overages and ensure accurate year- end reporting. Additionally, this reflects an increased appropriation for the estimated transfer to the Pension Reserve Fund per Council Policy 220-09. The recommended budget adjustments are shown in Table 4 below. General Fund Budget Adjustments Summary - 4th Quarter Fiscal Year 2022/2023 Table 4 Department Personnel Non-Personnel Total Total Footnote Services Expenses Expense Revenue Net Impact Human Resources 1 195,051 150,000 150,000 - 150,000 Finance 1 (150,000) (150,000) (150,000) - (150,000) Non-Departmental 2-5, 6,8,9 - 4,696,424 4,696,424 (1,085,860) 3,610,564 Engineering/Capital Projects 6 (350,000) (350,000) (350,000) - (350,000) Police 6 (1,000,000) (1,000,000) 1,000,000) - (1,000,000) Fire 7,8 1,407,690 1,350,000 1,350,000 - 1,350,000 Parks and Recreation 9 360,859 335,411 335,411 - 335,411 Library 10 (205,900) (335,411) (335,411) - (335,411) Total General Fund $ 257,700 $ 4,696,424 $4,696,424 $(1,085,860) $3,610,564 The proposed General Fund budget adjustments result in a net increase to the fiscal year 2022-23 budget of $3,610,564, primarily being derived by the following transactions: 1. Transfer expenditure appropriations of $150,000 in personnel savings in the Finance Department to the Human Resources Department, and transfer Supplies and Services appropriations within the Human Resources Department into Personnel Services. Overages due to increased recruitment costs. 2. Increase expenditure appropriations in the Transfer Out Category offset by an increase to estimated revenue by $501,817 for the Measure P Sales Tax revenues transferred into the Measure P Sales Tax Fund. 3. Increase expenditure appropriations in the Transfer Out Category offset by an increase to estimated revenue by $531,816 for the Measure A Sales Tax revenues transferred into the Measure A Sales Tax Fund. 4. Increase expenditure appropriations in the Transfer Out Category offset by an increase to estimated revenue by $52,226 for a transfer to the Living Coast Discovery Center Fund to cover utility related expenditures and increasing the Sales and Use Tax amount that exceeded the budget. Page 45 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 8 5. Transfer expenditure appropriations from CIP Project Expenditures for the Brush Clearance Rice Canyon (CTY0225) $22,540 and Asset Management (GGV0222) $6,400 to Transfers Out $28,940 to transfer projects to the Capital Projects Fund. 6. Transfer expenditure appropriations of $350,000 in personnel savings in the Engineering/Capital Projects Department to Non-Departmental and transfer $1,000,000 in personnel savings in the Police Department to Non-Departmental 7. Transfer expenditure appropriations of $41,000 in Supplies and Services and $6,050 in Other Capital in the Fire Department into Personnel Services due to overages from increased overtime costs. 8. Transfer expenditure appropriations of $1,350,000 from Non-Departmental to the Fire Department Personnel Services due to Overages from increased overtime costs. 9. Transfer expenditure appropriations of $335,411 from the Library Department to the Parks and Recreation Department to cover additional services. 10. Increase expenditure appropriations budget in the Transfer Out Category by $3,610,564 for an additional contribution to the Section 115 Trust Fund. Other Fund Adjustments The following recommended adjustments are for funds outside of the General Fund. Other Fund Budget Adjustments Summary - 4th Quarter Fiscal Year 2022-23 Table 5 Non- Personnel Total Total Footnote Expenses Expense Revenue Net Impact Bayfront Lease Revenue 1 $ 544,138 $ 544,138 $ (30,091) $ 514,047 2016 Measure P Sales Tax 2 (501,817) (501,817) 2018 Measure A Sales Tax 3 - - (531,816) (531,816) Parking Meter 4 6,972 6,972 (6,972) - Transp Fair Share Dev Contrib 5 - - (55,930) (55,930) Public Benefit Contribution 6 158,472 158,472 (158,472) - Donations 7 604,782 604,782 (698,377) (93,595) Section 115 Trust 8 11,695 11,695 (3,610,564) (3,598,869) Living Coast Discovery Center 9 52,226 52,226 (52,226) - Capital Improvement Projects 10 28,940 28,940 (28,940) - TOTAL OTHER FUNDS $ 1,407,225 $1,407,225 $(5,675,205) $(4,267,980) The Other Funds proposed budget adjustments result in a negative net impact of $4,267,980, primarily being derived by the following transactions: 1. Increase expenditure appropriations by $544,138 from available fund balance for Bayfront Lease contributions. 2. Increase estimated revenues by $501,817 for Measure P Sales Tax revenues received from the General Fund. Page 46 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 9 3. Increase estimated revenues by $531,816 for Measure A Sales Tax revenues received from the General Fund. 4. Increase expenditure appropriations in the Parking Meter fund by $6,972, offset with an increase to estimated revenues. 5. Increase estimated revenues by $55,930 in the Transportation Fair Share Developer Contribution fund to recognize revenues received. 6. Increase expenditure appropriations in the Public Benefit Contribution fund in the Other Expenses category and estimated revenues by $158,472 to recognize revenues received. 7. Increase expenditure appropriations in the Donations fund by $604,782 in the Other Expenses category, offset by a $698,377 increase in estimated revenue to recognize revenue received. 8. Increase revenue budget for a Transfer In from the General Fund by $3,610,564 for an additional contribution to the Section 115 Trust Fund. 9. Increase appropriations in the Utilities Category and estimated revenue by $52,226 for the Transfer In from the General Fund for the utility costs for the Living Coast Discovery Center. 10. Increase revenue budget for a Transfer In from the General Fund by $28,940 and increase expenditure appropriations from CIP Project Expenditures by $28,940 for the Brush Clearance Rice Canyon (CTY0225, $22,540 increase) and Asset Management (GGV0222, $6,400 increase). Update to Financial Reporting and Transfer Authority Policy On November 8, 2023, the Council adopted updates to the Financial Reporting and Transfer Authority Policy (the “Policy”), by Resolution No. 2022-250. The Policy was established to clarify the authority for budget transfers which may be required to fund needed services in each City department within a given fiscal year. The Policy states that it is the City Council’s intent for the budget authorization to be maintained and that transfers should be limited and used only when it is necessary to continue the effective operations of the City. It also states that it is the City Manager’s responsibility to maintain the integrity of the adopted budget and to allow transfers only as a means for continuing the programs and policies of the City Council as approved via the budgetary process. Staff recommends updating the policy by making the following change: 3. Council approval shall be required for transfers of appropriations which are greater than $75,000 between budget categories within a department. The City Manager’s authority to transfer appropriations up to and including $75,000 between “summary accounts” language being changed to “budget categories” within the same department will ensure the policy adheres to the functionality of the City’s current financial system. Preparation of the Annual Comprehensive Financial Report Staff recommends that the City Council authorize the City Manager to amend the fiscal year 2022-23 budget and approve appropriations and transfers in the General Fund and various other funds in order to ensure audited actuals resulting from final year-end closing entries do not exceed budget. Staff recommends that the Director of Finance report any amendments to the fiscal year 2022-23 budget and appropriations and transfers to the General Fund and various other funds approved by the City Manager in the next quarterly financial report following the release of the Annual Comprehensive Financial Report. Page 47 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 10 DECISION-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.). Staff is not independently aware and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT The Fourth Quarter Monitoring Report presents projected revenue and expenditure actuals as of October 3, 2023. Approval of the resolution amending the fiscal year 2022-2023 budget will result in the following impacts: General Fund: The proposed adjustments result in a net impact of $3,610,564 to the fiscal year 2022-23 budget. This includes an increase in General Fund appropriations of approximately $4,696,424 and an increase in estimated revenues of $1,085,860. Other Funds: The proposed adjustments result in a net impact to the fiscal year 2022-23 budget of the Other (non-General Fund) funds of $4,267,954. This includes an increase in appropriations of approximately $1,407,250 and an increase in estimated revenues of $5,675,205. ONGOING FISCAL IMPACT Staff will review the impacted budgets to identify potential ongoing impacts and may recommend changes during fiscal year 2023-2024. ATTACHMENTS Attachment 1 – General Fund Budget Transfers Attachment 2 – General Fund Budget Amendments Attachment 3 – Council Policy 220-02 Financial Reporting and Transfer Authority Staff Contact: Sarah Schoen, Director of Finance/Treasurer Ed Prendell, Budget and Analysis Manager Page 48 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda RESOLUTION NO. ________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA MAKING VARIOUS AMENDMENTS TO THE FISCAL YEAR 2022-23 BUDGET TO ADJUST FOR VARIANCES AND APPROPRIATING FUNDS THEREFOR WHEREAS, the City Charter states that at any meeting after the adoption of the budget, the City Council may amend or supplement the budget by a motion adopted by the affirmative votes of at least four members; and WHEREAS, staff has completed the budget review for the quarter ending June 30, 2023 and is recommending a number of budget amendments in the General Fund and various other funds to align the budget with anticipated year-end actuals where the actuals are expected to exceed the budget; and WHEREAS, staff is recommending increasing the revenue budget by $1,085,860 and expense appropriations by $4,696,424 to various departments in the General Fund, resulting in a negative fiscal impact to the General Fund of $3,610,564; and WHEREAS, 2016 Measure P Sales Tax Fund, 2018 Measure A Sales Tax Fund, Transportation Fair Share Development Contribution Fund, Donations Fund, and Section 115 Trust Fund will be positively impacted as a result of increased revenue appropriations resulting from the recommended changes; and WHEREAS, the Bayfront Lease Revenue Fund will be negatively impacted due to adjustments that will add appropriations that will be made from the available balances of this fund; and WHEREAS, the recommended adjustments to the Parking Meter Fund, Public Benefit Contribution Fund, Living Coast Discovery Center Fund, and the Capital Improvements Projects Fund consist of offsetting adjustments between revenue and expenditure categories and are neutral resulting in no net impact to these funds; and WHEREAS, fiscal year 2022-23 audited actual revenues and expenditures, will be provided following the completion of the annual audit and with the presentation of the Annual Comprehensive Financial Report; and WHEREAS, the fiscal year 2022-23 annual audit, will require year-end closing entries that may result in General Fund and various other funds audited actuals exceeding budget; and WHEREAS, staff recommends that the City Council authorize the City Manager to amend the fiscal year 2022-23 budget and approve appropriations and transfers in the General Fund and various other funds in order to ensure audited actuals do not exceed budget resulting from any year-end closing entries. Page 49 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. ________ Page 2 WHEREAS, staff recommends that the Director of Finance report any amendments to the fiscal year 2022-23 budget and appropriations and transfers to the General Fund and various other funds approved by the City Manager in the next quarterly financial report following the release of the Annual Comprehensive Financial Report; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it does hereby amend the fiscal year 2022-23 budget and approves the following appropriations and transfers: Summary of General Fund Appropriations and/or Transfers General Fund Budget Amendments Summary - 4th Quarter Fiscal Year 2022-23 Department Personnel Non- Personnel Total Total Services Expenses Expense Revenue Net Impact Human Resources $ 195,051 $ 150,000 $ 150,000 $ - $ 150,000 Finance (150,000) (150,000) (150,000) - (150,000) Non-Departmental - 4,696,424 4,696,424 (1,085,860) 3,610,564 Engineering/Capital Projects (350,000) (350,000) (350,000) - (350,000) Police (1,000,000) (1,000,000) (1,000,000) - (1,000,000) Fire 1,407,690 1,350,000 1,350,000 - 1,350,000 Parks and Recreation 360,859 335,411 335,411 - 335,411 Library (205,900) (335,411) (335,411) - (335,411) Total General Fund $ 257,700 $ 4,696,424 $4,696,424 $ (1,085,860) $3,610,564 Summary of Appropriations and/or Transfers for Other Funds Other Funds Budget Amendments Summary - 4th Quarter Fiscal Year 2022-23 Department Non-Personnel Total Total Expenses Expense Revenue Net Impact Bayfront Lease Revenue $ 544,138 $ 544,138 $ (30,091) $ 514,047 2016 Measure P Sales Tax - - (501,817) (501,817) 2018 Measure A Sales Tax - - (531,816) (531,816) Parking Meter 6,972 6,972 (6,972) - Transp Fair Share Dev Contrib - - (55,930) (55,930) Public Benefit Contribution 158,472 158,472 (158,472) - Donations 604,782 604,782 (698,377) (93,595) Section 115 Trust 11,695 11,695 (3,610,564) (3,598,869) Living Coast Discovery Center 52,226 52,226 (52,226) - Capital Improvement Projects 28,940 28,940 (28,940) - Total Other Funds $ 1,407,225 $ 1,407,225 $ (5,675,205) $ (4,267,980) BE IT FURTHER RESOLVED, by the City Council that it authorizes the City Manager to amend the fiscal year 2022-23 budget and approves appropriations and transfers in the General Fund and Page 50 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. ________ Page 3 various other funds in order to ensure audited actuals resulting from final year-end closing entries do not exceed budget; and BE IT FURTHER RESOLVED, by the City Council that it directs the Director of Finance to report any amendments to the fiscal year 2022-23 budget and appropriations and transfers to the General Fund and various other funds approved by the City Manager in the next quarterly financial report following the release of the Annual Comprehensive Financial Report. Presented by Approved as to form by Sarah Schoen Jill D.S. Maland Director of Finance/Treasurer Lounsbery Ferguson Altona & Peak Acting City Attorney Page 51 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda COUNCIL RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING REVISED FINANCIAL REPORTING AND TRANSFER AUTHORITY POLICY WHEREAS, on January 23, 1996, the City Council of the City of Chula Vista adopted the Financial Reporting and Transfer Authority Policy by Resolution No. 18191; and WHEREAS, on November 8, 2022, the City Council of the City of Chula Vista adopted an update that increased the City Manager’s allowable transfer amount from $15,000 to $75,000 and other minor language updates to the Financial Reporting and Transfer Authority Policy by Resolution No. 2022-250; and WHEREAS, staff is recommending additional minor language updates to Section 3 of the Financial Reporting and Transfer Authority Policy, as follows: “summary accounts” should be replaced with “budget categories,” as reflected in Exhibit 1, attached; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it adopts the updated Council Policy 220-02, “Financial Reporting and Transfer Authority,” attached hereto as Exhibit 1. Presented by Approved as to form by Sarah Schoen Jill D.S. Maland Director of Finance/Treasurer Lounsbery Ferguson Altona & Peak Acting City Attorney Page 52 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Attachment 1 Department From To Reason Amount Animal Care Facility Salaries Contracted Services Transfer Salary Saving 40,000$ City Clerk Contracted Services Refund Transfer for Election Refunds 13,500 Development Services Personnel Services Capital Transfer for Vehicle Purchase 37,000 Development Services Personnel Services Supplies and Services Transfer for Postage 15,000 Development Services Personnel Services Supplies and Services Transfer for Attorney Services 5,000 Development Services Auto Equip >$10K Various Object Codes Transfer to clean-up line item overages 25,838 Engineering/Capital Projects Salaries Contracted Services Transfer for Supplies & Services Category Overages 25,000 Finance Equip >$10K Phone Service Transfer for Telephone Service 805 Fire Computer Hardware Computer Hardware Transfer Org Key 1,500 Police Personnel Services Capital Transfer for Drone Program 30,000 Police Personnel Services Supplies and Services Transfer for SWAT Rifles 60,000 Police Personnel Services Capital Transfer for Vehicle Purchase 47,400 Police Salary Savings One-Time Equip >$10K Transfer for RCS Mandated Upgrade 22,670 Public Works Personnel Services Supplies and Services Transfer for Computer Purchases 5,000 Public Works Contracted Services Travel/Conf/Training Transfer for Staff Training 8,000 Public Works Equipment >$10K Traffic Control Supplies Transfer for Increased Material Costs 3,000 Public Works Wages-Hourly Contracted Services Transfer for Increased Costs 16,282 Public Works Salaries Auto Equip >$10K Transfer for Vehicle Purchase 20,000 Public Works Salaries Contracted Services Transfer for Bldg. Comm Services 20,000 Public Works Salaries Contracted Services Transfer for Backflow Cert Testing 13,000 Public Works Salaries Damage to City Property Transfer for Guardrail Repair 10,000 Public Works Salaries Damage to City Property Transfer for FS#5 Vandalism 11,000 Public Works Salaries Damage to City Property Transfer for Vandalism 6,000 Public Works Salaries Wearing Apparel & Computer Hardware Transfer for Purchase of Rain Gear & Tablets 27,500 Public Works Contracted Services Traffic Control Supplies Transfer for Traffic Control Supplies 32,000 Public Works Contracted Services Janitorial Supplies Transfer for Janitorial Supplies 12,000 Police Salaries Contracted Services Transfer for Budget Overages 75,000 Parks & Recreation Equip >$10K Contracted Services Transfer for Budget Overages 18,268 Parks & Recreation Equip >$10K Contracted Services Transfer for Budget Overages 1,223 Parks & Recreation Salaries Contracted Services Transfer for Budget Overages 55,509 Public Works Contracted Services Damage to City Property Transfer to Replace 2 Damaged Light Poles 15,000 Public Works Contracted Services Damage to City Property Transfer to replace 3rd Ave Enclosure 8,000 Public Works Salaries Auto Equip >$10K Transfer for Vehicle Purchase 41,000 Public Works Salaries Contracted Services Transfer for Custodial Contract (Nova)35,000 Engineering/Capital Projects Salaries Auto Equip >$10K Transfer for Vehicle Outfitting 35,000 Public Works Salaries Damage to City Property Transfer for Third Ave Repairs 4,000 Public Works Wages-Hourly Travel/Conf/Training & Equip & Furn < $10K & Computer Hardware Transfer for New Hire Supplies 14,200 Public Works Salaries Equip >$10K Transfer for Plumber Camera 10,500 Library Salaries Gas & Electric Transfer for Utility Overages 50,000 Admin Contracted Services City Staff Services Transfer for Staff Time Reimbursement 38,071 Animal Care Facility Salaries Medical & Lab Supplies Transfer for Budget Overage 7,000 Engineering/Capital Projects Salaries Gas & Electric Transfer for Utility Overages 75,000 Total General Fund Budget Transfers 990,266$ GENERAL FUND BUDGET TRANSFERS Approved by Administration Fiscal Year 2022-2023 (as of June 30, 2023) Page 53 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Attachment 2 Resolution Date Budget Amendments Revenue Expenditure Net Impact 2022-164 7/19/2022 Appropriation for Small Business Grants 250,000$ 250,000$ -$ 2022-170 7/19/2022 Personnel Appropriations (Various)971,114 971,114 - 2022-189 8/9/2022 Personnel Appropriations (Various)47,783 47,783 - 2022-190 8/9/2022 Charter Update Appropriations (City Clerk)- 195,000 (195,000) 2022-203 8/23/2022 Appropriation for Harborside Park Closure - 350,000 (350,000) 2022-216 10/4/2022 Personnel Appropriations (Police)156,548 156,548 - 2022-247 11/8/2022 Personnel Appropriations (Various)780,308 780,308 - 2022-249 11/8/2022 FY23Q1 Appropriations 3,727,122 3,474,304 252,818 2022-272 12/6/2022 Personnel Appropriations (Various)235,420 235,420 - 2022-257 12/6/2022 ARPA Revenues (Various)1,450,000 - 1,450,000 2022-284 12/20/2022 Personnel Appropriations (Various)8,024 8,024 - 2023-022 2/21/2023 FY23Q2 Appropriations 9,029,680 9,029,680 - 2023-023 2/21/2023 Appropriation for City Attorney Contract 140,000 140,000 - 2023-025 3/7/2023 Appropriation for Parks & Rec Grants/Donations 17,750 17,750 - 2023-038 3/28/2023 ARPA Revenue (Development Services)(100,000) - (100,000) 2023-061 5/23/2023 FY23Q3 Appropriations 800,500 800,500 - 2023-083 6/13/2023 Appropriation for Animal Care Facility Vehicle Purchase 83,000 83,000 - Total General Fund Budget Amendments $ 17,597,249 $ 16,539,431 $ 1,057,818 General Fund Budget Amendments Fiscal Year 2022-2023 (as of June 30, 2023) Page 54 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda COUNCIL POLICY CITY OF CHULA VISTA SUBJECT: FINANCIAL REPORTING AND TRANSFER AUTHORITY POLICY NUMBER EFFECTIVE DATE PAGE 220-02 11/08/202210/1 7/2023 1 OF 2 ADOPTED BY: Resolution No. 18191 (01/23/96) DATED: 1/23/1996 AMENDED BY: 2022-250 (11/08/2022)xxxx+xxx (10/17/2023) Purpose To clarify the authority for budget transfers which may be required to fund needed services in each city department within a given fiscal year. Reference City Charter Section 504.c - the Finance Director shall… have control over all expenditures to ensure that budget appropriations are not exceeded… Section 504.f - Submit to the City Council through the City Manager a quarterly statement of all receipts and disbursements in sufficient detail to show the exact financial condition of the City Policy It is the intent of the City Council that the budget authorization be maintained and that transfers should be limited and used only when it is necessary to continue the effective operations of the City. This policy shall establish guidelines for determining the authority level of transfers within the departments. It is the City Manager’s responsibility to maintain the integrity of the adopted budget and to allow transfers only as a means for continuing the programs and policies of the City Council as approved via the budgetary process. Department heads shall be held responsible to exercise adequate financial controls to ensure the accomplishment of scheduled work programs withing available appropriations. Departments shall maintain budgetary control at the budget category level rather than by line item to give flexibility of operations. Toward this end, the following guidelines are established: 1. Budgetary control shall be established at the budget category level, i.e. Personnel Services, Supplies & Services Utilities, etc., giving departments the flexibility to manage within broader limits, rather than controlling at the individual line item account level. 2. Council approval shall be required for all transfers of appropriations between departments, regardless of amount. 3. Council approval shall be required for transfers of appropriations which are greater than $75,000 between summary accountsbudget categories within a department. Attachment 3 Page 55 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda COUNCIL POLICY CITY OF CHULA VISTA SUBJECT: FINANCIAL REPORTING AND TRANSFER AUTHORITY POLICY NUMBER EFFECTIVE DATE PAGE 220-02 11/08/202210/1 7/2023 2 OF 2 ADOPTED BY: Resolution No. 18191 (01/23/96) DATED: 1/23/1996 AMENDED BY: 2022-250 (11/08/2022)xxxx+xxx (10/17/2023) 4. The City Council delegates authority to the City Manager for approval of transfers of appropriations up to and including $75,000 between budget categories within the same department upon certification by Director of Finance that appropriations are available. 5. The City Council shall receive a quarterly status report [required by Charter section 504(f)], from the Director of Finance which provides actual vs. budgetary comparisons by department, as well as projections for fiscal year. This report will include a listing of any transfers within departments. Attachment 3 Page 56 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda v . 0 03 P a g e | 1 October 17, 2023 ITEM TITLE City Election: Call an Election on March 5, 2024, to Conduct a Primary Election for City Councilmembers for Districts 3 and 4 and a Special Runoff Election for City Attorney, and Adopt Regulations for Candidate Statements Report Number: 23-0217 Location: No specific geographic location Department: City Clerk Environmental Notice: This activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Recommended Action Adopt resolutions A) Calling an election on March 5, 2024, for the purposes of conducting a primary municipal election for two City Councilmembers, representing Districts 3 and 4, and a special runoff election for City Attorney, consolidating the election with the statewide election, and requesting the County of San Diego Board of Supervisors to permit the Registrar of Voters to perform certain services for the conduct of the election; and B) Adopting regulations for candidate statements of qualifications. SUMMARY Approval of the item will call for municipal elections to be held on March 5, 2024, for the purposes of 1) holding a primary municipal election to determine which candidates will be the runoff candidates in the November 2024 general election for the two City Councilmembers who will represent Districts 3 and 4; and 2) holding a special runoff election for the top two candidates in the November 2023 special election to elect a City Attorney. Approval of the item will also establish regulations related to candidate statements. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the environment; Page 57 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 2 therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus, no environmental review is required. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable DISCUSSION Primary Election for City Councilmembers for Districts 3 and 4 The District 3 and District 4 City Councilmember seats will be voted on in 2024 to fill each seat for a full, four- year term commencing in December 2024. The Chula Vista Charter requires that primary municipal elections be scheduled in conjunction with statewide primary elections. The next statewide primary election will be held on March 5, 2024. Pursuant to Charter section 901, the two candidates for each seat who receive the highest and second highest number of votes cast in the March election will be the candidates in a runoff election to be held on November 5, 2024. For regular elections, the Charter requires a runoff, even if one candidate receives more than 50% of the votes cast in the primary election. If only two qualified candidates file nomination papers to participate in the primary municipal election for a particular seat, no March election will be held for that seat, and the two candidates will be the candidates at the runoff election in November. The period for filing nomination documents for the March 2024 primary election is November 13 through December 8, 2023, during normal office hours, as posted, of the Office of the City Clerk. Special Runoff Election for City Attorney A special election will be held on November 7, 2023, to fill the City Attorney vacancy for a short term, expiring in December 2026. The City Charter only requires a runoff for a special election to fill a vacancy if no candidate receives more than 50% of the votes cast in the special election. Because the special election has not yet occurred, it is uncertain at this time whether a special runoff election will be required, as more fully explained in the item presented to the City Council on September 19, 2023. Because of deadlines associated with the election, staff recommends the special runoff election be called now since the City Council wishes to consolidate a potential special runoff election with the March 2024 election. If, upon certification of the November 2023 election results, a candidate has been determined to have received a majority of the votes cast, a special runoff election will not be required. A resolution would be presented to the City Council to cancel the March 2024 special runoff election. Request for Consolidation California Elections Code section 10403 requires the City Council to adopt a resolution requesting the Board of Supervisors to consolidate Chula Vista’s primary and special runoff election with the statewide general election and to permit the Registrar of Voters to perform certain services in conjunction with the City’s election. Regulations for Candidate Statements of Qualifications California Elections Code section 13307 provides that the local agency must adopt regulations pertaining to the materials prepared by candidates and the costs thereof. Historically, the City has allowed each candidate Page 58 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 3 to submit a candidate statement of no more than 200 words. Candidates who choose to file a candidate’s statement will be required to pay a deposit at the time their statements and nomination papers are filed with the City Clerk. Should the actual cost be less than the amount of the deposit, the balance will be refunded to the candidates, and should the actual cost be more, candidates will be billed for the difference. The regulations adopted would apply to candidates in the primary election and the special runoff election. DECISION-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the real property holdings of the City Councilmembers do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act (Cal. Gov’t Code § 87100, et seq.) Staff is not independently aware, and has not been informed by any City Councilmember, or any other fact that may constitute a basis for a decision- maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT The primary election for the two Councilmember seats is estimated to cost $130,000. The special citywide runoff election for the City Attorney is estimated to cost $280,000, based on an updated estimate from the Registrar of Voters. Between funds budgeted as part of the Fiscal Year 2023-24 annual budget process and anticipated savings from the November 2023 special election, the existing budgeted funds will be sufficient to cover the primary and special runoff election. The estimates are the best available at this time, as provided by th e Registrar of Voters. Actual costs may vary. County of San Diego Administrative Code Section 439.1 requires that the City provide a deposit of the estimated election cost at least 60 days before the election. Upon the Registrar’s reconciliation, typically within six months of the election, a final bill (if costs were higher than anticipated) or a refund (if costs were lower than anticipated) is issued to the City. ONGOING FISCAL IMPACT There are no ongoing costs associated with conducting the election. ATTACHMENTS None. Staff Contacts: Cristina Hernandez, CMC, Deputy Director of City Clerk Services Kerry K. Bigelow, MMC, City Clerk Page 59 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA CALLING A PRIMARY MUNICIPAL ELECTION FOR TWO MEMBERS OF THE CITY COUNCIL, REPRESENTING DISTRICTS 3 AND 4 AND A SPECIAL RUNOFF ELECTION FOR A CITY ATTORNEY, TO BE HELD ON TUESDAY, MARCH 5, 2024; AND REQUESTING THE COUNTY OF SAN DIEGO BOARD OF SUPERVISORS TO PERMIT THE REGISTRAR OF VOTERS TO PERFORM CERTAIN SERVICES FOR THE CONDUCT OF THE ELECTION WHEREAS, in accordance with the provisions of the Chula Vista Charter and State law, a primary municipal election shall be held on March 5, 2024, for the purpose of determining which candidates will be the run-off candidates in the November 2024 election for two City Councilmembers who will represent Districts 3 and 4, each for a full term of four years commencing December 2024; and WHEREAS, in accordance with the provisions of the Chula Vista Charter, a special municipal runoff election may be required if no candidate receives a majority of the votes cast in the special election for City Attorney to be held on November 7, 2023, to fill the vacant City Attorney seat for a short term ending in December 2026; and WHEREAS, if a special municipal runoff election is required, the City Council desires the special municipal runoff election be consolidated with the scheduled election on March 5, 2024; and WHEREAS, Section 439.1 of the Administrative Code of the County of San Diego authorizes the Registrar of Voters of the County of San Diego to render specified services relating to the conduct of an election to any city or district that has, by resolution, requested the Board of Supervisors to permit the Registrar to render the services, subject to requirements set forth in that section; and WHEREAS, Elections Code Section 10403 requires the City Council to adopt a resolution requesting the Board of Supervisors to consolidate Chula Vista’s primary municipal election and special municipal runoff election with the statewide primary election and to permit the Registrar of Voters to perform certain services in conjunction with the City’s election; and WHEREAS, the Environmental Review Coordinator has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that this activity is not a “Project” as defined under Section 15378 of the State CEQA Guidelines because it will not result in a physical change to the environment; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the actions proposed are not subject to CEQA. Page 60 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. Page 2 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista as follows: SECTION 1. All of the foregoing recitals are true and correct. SECTION 2. That pursuant to the requirements of the Chula Vista Charter and the laws of the State of California, there shall be and there is hereby called and ordered held in the City of Chula Vista, California, on Tuesday, March 5, 2024, a primary municipal election of the qualified electors of the City for the purpose of electing two City Councilmembers to represent Districts 3 and 4 for the full term of four years, commencing in December 2024, and a special runoff municipal election of the qualified electors of the City for the purpose of electing a City Attorney for a short term, ending in December 2026. SECTION 3. Pursuant to Elections Code section 10403, the Board of Supervisors of the County of San Diego is hereby requested to permit the Registrar of Voters to perform and render all services and proceedings and to procure and furnish any and all official ballots, notices, printed matter and all supplies and equipment and paraphernalia incidental to and connected with the conduct of the subject election of the City of Chula Vista, with the cooperation and assistance of the City Clerk of Chula Vista, in order to properly and lawfully conduct such election. SECTION 4. The Board of Supervisors of the County of San Diego is hereby requested to consolidate this election with the statewide election to be held on the same day in the same territory. Pursuant to Section 10411 and Section 10418 of the Elections Code, (a) the election shall be held in all respects as if there were only one election; (b) only one form of ballot shall be used; and (c) the Registrar of Voters of the County of San Diego shall canvass the returns of the subject election as part of the canvass of the returns of the election consolidated hereby. SECTION 5. Pursuant to Section 10410 and Section 10418 of the Elections Code within the territories affected by this consolidation, the election precincts, polling places, voting booths, and polling hours shall, in every case, be the same, and there shall be only one set of election officers in each of the precincts. SECTION 6. The County of San Diego shall be reimbursed in full for the services performed by the Registrar of Voters for the City of Chula Vista upon presentation of a bill therefor, and this City agrees to indemnify and save free and harmless the County, its officers, agents, and employees from expense or liability, including reasonable attorneys’ fees, as a result of an election contest arising after the conduct of this election. SECTION 7. The City Clerk is hereby directed to forthwith file a certified copy of this resolution with the Board of Supervisors and the Registrar of Voters of the County of San Diego and to issue instructions to the Registrar of Voters to take any and all steps necessary for the holding of the election. SECTION 8. The polls (vote centers) of said election shall be open in accordance with the Vote Center model utilized by the County of San Diego pursuant to California Elections Code section 4005. The polls (vote centers) for the election shall be at seven o’clock a.m. of the day of Page 61 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. Page 3 the election and shall remain open continuously from that time until eight o’clock p.m. of the same day when the polls (vote centers) shall be closed, pursuant to Election Code § 10242, except as provided in §§ 14212, 14401 of the Elections Code of the State of California. SECTION 9. The ballots to be used at said election shall be, both as to form and matter contained therein, such as may be required by law to be used thereat. SECTION 10. In all particulars not recited in this resolution, said election shall be held and conducted as provided by law for holding municipal elections in this City. SECTION 11. Notice of the time and place of holding this election is hereby given , and the City Clerk is hereby authorized, instructed, and directed to give such further or additional notice of said election in time, form, and manner as required by law. SECTION 12. The City Clerk shall certify to the passage and adoption of this resolution and file it with the City’s original resolutions. Presented by Approved as to form by Kerry K. Bigelow, MMC Jill D.S. Maland City Clerk Lounsbery Ferguson Altona & Peak Acting City Attorney Page 62 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING REGULATIONS FOR CANDIDATES FOR ELECTIVE OFFICE PERTAINING TO MATERIALS SUBMITTED TO THE ELECTORATE AT THE MUNICIPAL ELECTION TO BE HELD TUESDAY, MARCH 5, 2024 WHEREAS, Section 13307 of the Elections Code of the State of California allows each candidate for elective office to prepare a candidate statement of no more than 200 words on a form provided by the elections official; and WHEREAS, Section 13307 and the Federal Voting Rights Act require the elections official to include the written statements of each candidate in the voter information guide, with translation into all languages required by the County of San Diego; and WHEREAS, Section 13307 permits the governing body of any local agency to estimate the total cost of printing, handling, translating, mailing, and electronically distributing these candidate statements and to require each candidate filing such a statement to pay in advance their estimated pro rata share as a condition of having their statement included in the voter information guide. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista as follows: SECTION 1. Pursuant to Section 13307 of the Elections Code of the State of California, each candidate for elective office running in the primary municipal election and the special runoff election to be held in the City of Chula Vista on Tuesday, March 5, 2024, may prepare a candidate statement on an appropriate form provided by the City Clerk. The statement may include the name, age, and occupation of the candidate and a brief description of no more than 200 words of the candidate’s education and qualifications expressed by the candidate himself or herself. The statement shall not include the party affiliation of the candidate nor membership or activity in partisan political organizations. The statement shall be filed in the Office of the City Clerk during normal business hours, as posted, no sooner than Monday, November 13, 2023, and no later than Friday, December 8, 2023. The statement may be withdrawn, but not changed, during the stated period and until 5:00 p.m. on Monday, December 11, 2023. SECTION 2. Pursuant to the Federal Voting Rights Act, candidate statements will be translated into all languages required by the County of San Diego. The County is required to translate candidate statements into the following languages: Spanish, Filipino, Vietnamese, and Chinese (traditional). The County will print, mail, and make available voter information guides and candidate statements in applicable languages as required. Page 63 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda SECTION 3. The City Clerk shall estimate the total cost of printing, handling, translating, and mailing the candidates’ statements filed pursuant to the Elections Code, including costs incurred as a result of complying with the Voting Rights Act of 1965 (as amended), and require each candidate filing a statement to pay in advance their estimated pro rata share as a condition of having their statement included in the voter information guide. The estimate shall be an approximation of the actual cost and may be significantly more or less than the estimate. Accordingly, the City is not bound by the estimate and may, on a pro-rata basis, bill each candidate for additional actual expense or refund any excess paid depending on the final actual cost. SECTION 4. The City Clerk shall provide each primary municipal election candidate, or the candidate’s representative, with a copy of this resolution at the time their nomination papers are issued. The City Clerk shall provide each special runoff election candidate, or the candidate’s representative, with a copy of this resolution at the time the candidate statement form is issued. An electronic copy is sufficient to meet this requirement. SECTION 5. No candidate will be permitted to include additional materials in the voter information packet. Presented by Kerry K. Bigelow, MMC City Clerk Approved as to form by Jill D.S. Maland Lounsbery Ferguson Alonta & Peak Acting City Attorney Page 64 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda v . 0 03 P a g e | 1 October 17, 2023 ITEM TITLE Agreement: Approve a Facilities Use License Agreement for Exclusive Use of the Primary Equestrian Arena and Outbuildings at Rohr Park Report Number: 23-0162 Location: Rohr Park, 4548 Sweetwater Road Department: Economic Development Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing Facilities). Recommended Action Adopt a resolution approving a Facilities Use License Agreement between the City and Sunnyside Saddle Club for Exclusive Use of the Primary Equestrian Arena and Outbuildings at Rohr Park. SUMMARY Sunnyside Saddle Club was founded sixty years ago and has been located at Rohr Park since 1984. In 1989, the City annexed the land where the club’s arena and outbuildings were located from the County of San Diego. Although Sunnyside Saddle Club has maintained exclusive use of the facility, they had for a long period of time left the gates to the primary equestrian arena unlocked. As a result, many residents of the Bonita community had brought their horses to the facility when Sunnyside Saddle Club was not u sing it, believing the primary equestrian arena was a publicly accessible asset. In recent years, Sunnyside Saddle Club has made considerable investments in the facility that warrant locking the gates to prevent damage to the primary equestrian arena’s footing. Given that the term of the Facilities Use License Agreement with Sunnyside Saddle Club has expired, the City recommends entering into a new Facilities Use License Agreement with Sunnyside Saddle Club for a term of five years, with an option to extend by another five years. In lieu of paying rent to the City, Sunnyside Saddle Club would continue to be responsible for maintaining the primary equestrian arena and paying all electricity costs. Page 65 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 2 ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed project for compliance with the California Environmental Quality Act (CEQA) and has determined that the project qualifies for a Categorical Exemption pursuant to State CEQA Guidelines Section 15301 Class 1 (Existing Facilities), because the proposed project consists of leasing an existing facility and would not result in a significant effect on the environment, create a cumulative impact, damage a scenic highway, or cause a substantial adverse change in the significance of a historical resource. Thus, no further environmental review is required. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION Sunnyside Saddle Club, a 501(c)(4) non-profit family horsemen’s club, was founded sixty years ago in 1963 by Noel Confer and his sister Shirley when they realized a need for organized horse activities in the Sweetwater Valley and surrounding area. From 1963 to 1984, the club’s arena was moved from various locations including along Conduit Road, Quarry Road and San Miguel Road. In 1984 the club’s primary equestrian arena was built at its present location along Sweetwater Road. At the time, the County of San Diego owned the land and leased it to the Bonita Optimist Club. The Bonita Optimist Club in turn, subleased the facilities to the Sunnyside Saddle Club. In 1989, the City of Chula Vista annexed the land from the County. Since the City’s annexation of the property in the late eighties, the City has had agreements in place for Sunnyside Saddle Club’s exclusive use of the facility. The last available fully executed agreement between the City and Sunnyside Saddle Club for exclusive use of the facility expired in June 30, 2022 (Attachment 1). The City has never charged the Sunnyside Saddle Club for use of the facility nor has the City spent any time or money maintaining the facility. Throughout the years, Sunnyside Saddle Club has made investments in the facility, including installing new railings for the primary equestrian arena, irrigation and maintaining the outbuildings. In the last several years, the Club has invested $10,000-$15,000 on installing a new sprinkler system with timers, renting scarifying tractors and hiring contractors to turn up and soften the dirt in the primary equestrian and warm up arenas; as well as termite tenting of the three buildings. Although Sunnyside Saddle Club has maintained exclusive use of the facility, they had for a long period of time left the gates to the primary equestrian arena unlocked. As a result, many residents of the Bonita community had brought their horses to the facility when Sunnyside Saddle Club was not using it, believing the primary equestrian arena was a publicly accessible asset. Within the last year, Sunnyside Saddle Club has made considerable investments into the footing of the primary equestrian arena. To protect the viability of the asset, Sunnyside Saddle Club has opted to begin locking the gates to prevent public use of the primary equestrian arena by individuals that arrive unsupervised and “turn their horses out.” Turning out horses is a term used to describe letting horses run free, untethered. When horses are turned out in the arenas, they often paw, run or trot in a manner that is damaging to the footings. The Sunnyside Saddle Club is currently applying for a Neighborhood Reinvestment Grant through the office of County Board of Supervisor Nora Vargas to make improvements to the facility for the coming show Page 66 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 3 seasons. The grant activities include removing rocks and bringing in new sand and dirt to soften the soil in the arenas; as well as installing new fencing in the warm-up arena. Since the City no longer has an agreement in place with Sunnyside Saddle Club, the City has permitte d their use of the facility using the City’s reservation system managed by the Parks and Recreation Department. These reservations of the facility have been managed in the same manner as if an individual were to rent a gazebo or picnic area at a City park. Sunnyside Saddle Club has recently approached City staff with a request that the City enter into a new exclusive facility use agreement with their organization. Sunnyside Saddle Club has expressed interest in opening the facility for approved equestrian use to individual members of the community who do not compete in the club’s horse shows, as long as they become associated members of the club. Becoming an associate member would require paying dues in the amount of approximately $8 - $10 per month. Staff has negotiated with Sunnyside Saddle Club on the terms of a new Facilities Use License Agreement and has drafted an agreement that would allow for exclusive use of the facility for a five-year term with one five- year option to extend. In lieu of paying rent to the City, Sunnyside Saddle Club would be responsible for maintaining the primary equestrian arena and paying electricity costs. Staff recommends entering into a new Facilities License Use Agreement with Sunnyside Saddle Club (Attachment 2). The Facilities License Use Agreement would allow for Sunnyside Saddle Club’s exclusive use of the primary equestrian arena, outbuildings, bleachers and irrigation systems at the facility. These components are referred to as the “Primary Facility.” In addition to these components, there is also a warm -up arena, turn- out arena, turnout ring and parking areas that are referred to as the “Associated Faci lity.” In addition to maintaining exclusive use of the Primary Facility, Sunnyside Saddle Club would have use of the Associated Facility for up to twenty calendar days per year during which shows and competitions occur. DECISION-MAKER CONFLICT Staff has reviewed the property holdings of the City Council members and has found no property holdings within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2, section 18702.2(a)(7) or (8), for purposes of the Political Reform Act (Cal. Gov’t Code §87100, et seq.). Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT There is no current fiscal impact by adoption of this resolution. Continuing the relationship with Sunnyside Saddle Club reduces any impact on the General Fund for maintenance of the facility. ONGOING FISCAL IMPACT There is no ongoing fiscal impact as a result of this resolution. Continuing the relationship with Sunnyside Saddle Club reduces any impact on the General Fund for maintenance of the facility. Page 67 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 4 ATTACHMENTS 1. Facilities Use Agreement with Sunnyside Saddle Club, July 1, 2020 2. Draft Facilities Agreement with Sunnyside Saddle Club, October 18, 2023 Staff Contact: Kevin Pointer, Principal Economic Development Specialist Eric Crockett, Deputy City Manager Page 68 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING A FACILTIES USE LICENSE AGREEEMENT BETWEEN THE CITY AND SUNNYSIDE SADDLE CLUB WHEREAS, Sunnyside Saddle Club was founded sixty years ago and has been located at Rohr Park since 1984; and WHEREAS, Sunnyside Saddle Club is a non-profit horse show youth organization that provides non-professional riders from the community an opportunity to show their horses; and WHEREAS, the City annexed Rohr Park, including the land encompassing the club’s traditional equestrian arena and outbuildings, from the County of San Diego in 1989; and WHEREAS, the Sunnyside Saddle Club has made considerable investments in and desires to continue utilizing the equestrian areas of Rohr Park to support and provide youth equestrian activities in the community; and WHEREAS, the City of Chula Vista has previously authorized Sunnyside Saddle Club to use the equestrian areas of Rohr Park via previous license and park reservation agreements , and wishes to continue allowing Sunnyside Saddle Club to do so subject to certain terms and restrictions; and WHEREAS, the City of Chula Vista and Sunnyside Saddle Club desire to enter into a Facilities Use License Agreement to allow the club to use specified equestrian areas of Rohr Park for an initial five year term, with the option to extend the initial term for five additional years, subject to the terms and conditions of a Facilities Use License Agreement. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it approves the Facilities Use License Agreement between the City and Sunnyside Saddle Club, in the form presented, with such minor modifications as may be required or approved by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and authorizes and directs the Mayor to execute same. Presented by Approved as to form by Eric C. Crockett Jill D.S. Maland Deputy City Manager Lounsbery Ferguson Altona & Peak Acting City Attorney Page 69 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda LICENSE AND FACILITY OVERSIGHT AGREEMENT THIS LICENSE AND FACILITY OVERSIGHT AGREEMENT is entered into effectivE AS of Jttly-14*2-0%), ("Effective Date") by and between the GITY OF CHULA VISTA, a chartered municipal corporation ("City"), and Sunnyside Saddle Club, ("Licensee"), with reference to the following facts: RECITALS A. City owns and operates Rohr Park located al 4548 Sweetwater Road, more fully described herein below (the "Park"); and B. Licensee is an Equestrian Club that has historically operated at Rohr Park, and C. Licensee desires to continue operating at the City owned facility as shown on the attached Exhibit "A" (Premises) and located at the Park to providing a venue for equestrian activities, shows and competitions; and D. As the City desires to have those activities continue and be available to its residents, it is willing to grant a short-term License to Licensee, under the terms, covenants, conditions and provisions contained herein to allow activities until a more long term agreement can be reached. NOW THEREFORE, THE PARTIES HERETO MUTUALLY AGREE AS FOLLOWS: SECTION 1: GRANT OF LICENSE AND LICENSE DUTIES 1.1 Premises. Subject to the terms, covenants, conditions and provisions hereof, City hereby grants Licensee a license to access and use the Premises for those uses specifically identified in section 1.2 below 1.2 Uses. lt is expressly agreed that the Premises shall be used by Licensee solely and exclusively for the purpose of providing a venue for equestrian activities, shows and competitions at the Park; and for such other related or incidental purposes as may be first approved in writing by the City's Real Property Manager ("Managed'), and for no other purpose whatsoever. Licensee covenants and agrees to use the Premises only for the above specified purpose and to diligently pursue said purpose throughout the term hereof. Licensee shall not use or permit any use of the Premises in any manner which disturbs the use and quiet enjoyment by City, any other City authorized parties, other users of the Park or any adjacent property owner's or tenants. ln the event that Licensee fails to use the Premises during the hours of operation identified in section 5.4 on a regular basis or uses the Premises for purposes not expressly authorized herein, the Licensee shall be deemed in default under this Agreement. 1.3 Reservation of Rights. with Licensee use of the Premises while Page 1 City shall not unreasonably or substantially interfere Licensee is using the Premises as provided herein. 7t15t2020 Sunnyside Saddle Club Interim License Agreement Page 70 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda However, in addition to any and all other rights, title and interest in the Premises, the City specifically retains the following rights: a. Right to Enter. City has the right to enter the Premises for the purpose of performing maintenance, inspections, repairs or improvements, or developing municipal resources and services. b. Events. City has the right to use for itself, and to make available for public and private use, all other portions of the Park. The parties agree to work together to coordinate Event scheduling to minimize conflicts. 1.4 Licensee Responsibilities for Facilitf Oversight. ln consideration of City's grant to Licensee of the license rights described herein, Licensee agrees to provide oversight services for the equestrian facility as more particularly described in Section 3 below. SECTION 2: TERM 2.1 Term. The term of this Agreement shall commence on July 1 , 2020 and shall terminate on June 30,2021. a. Options to Extend. The City, at its sole discretion, may grant the Licensee one one-year extension of this Agreement. Such extension shall be subject to the approval of the Real Property Manager. Unless othenrvise mutually agreed by the parties in writing, the terms and conditions of this Agreement shall remain in effect during the extended term. lf City for any reason cannot deliver possession of the Premises to Licensee at the commencement of the term, or if during the term of this Agreement Licensee is dispossessed for any reason whatsoever, City shall not be liable to Licensee for any loss or damage, including compensatory or punitive, resulting there from, and Licensee hereby waives and releases the City from and against any claims for loss or damage. 2.2 Termination. Notwithstanding any other remedies provided by this Agreement, City has the right, at its sole discretion, without cause, to terminate this Agreement and the license granted herein, upon thirty (30) days written notice to Licensee. Licensee shall also have the right to terminate this Agreement upon thirty (30) days written notice to City. a. Termination for Cause. Notwithstanding the foregoing, in the event that Licensee has breached any material provision of this Agreement, in addition to any other remedies provided by law or equity, the City may terminate this Agreement upon ten (10) days written notice. The City at its discretion may provide Licensee an opportunity to cure the breach to avoid termination. 2.3 Surrender of Premises. At the expiration or earlier termination of this Agreement, Licensee shall surrender the Premises to City free and clear of all liens and encumbrances, except those liens and encumbrances which existed on the date of the execution of this Agreement by City. The Premises, when surrendered by Licensee, shall be in a safe and sanitary condition and shall be in as good or better condition as the condition at the commencement of this Agreement, absent normal wear and tear. 7t1st2020 Sunnyside Saddle Club I nterim License Agreement Page 2 Page 71 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda SECTION 3: CONSIDERATION FOR LICENSE -FACILITY OVERSIGHT 3,1 Consideration. No monetary consideration. For convenience only, consideration as set forth in this Section 3 may be referred to as rent. 3.2 Facility Oversight. Licensee shall be responsible for controlling access to and from the Facility and insuring that employees, members and participants act in a professional manner that does not damage the image of or reflect badly on the City. Licensee shall also be responsible for maintenance and upkeep of the facility, keeping it in an attractive, good, neat, and orderly condition during the term of this Agreement as more particularly provided is Section 6.3 hereof, below SECTION 4: !NSURANCE RISKS/SECURITY 4.1 lndemnity. a. To the maximum extent allowed by law Licensee hereby agrees to defend, indemnify, and hold the City, its directors, officers, employees, and agents, harmless from and against any and all liability or claim of liability, loss or expense, including defense costs and legal fees and claims for damages of whatever character, nature and kind, whether directly or indirectly arising from or connected with, or related to this Agreement or an act or omission of Licensee, or any employee, agent, invitee, contractor of Licensee, or other person acting by or on behalf of Licensee on or about the Facility, including, but not limited to, Iiability, expense, and claims for bodily injury, death, personal injury, or property damage, and any related attorneys' fees or court costs. This indemnity provision does not include any claims, damages, liability, costs and expenses (including without limitations, attorneys fees) arising from the sole negligence or sole willful misconduct of the City, its officers, employees, or agents. Also covered is liability arising from, connected with, caused by or claimed to be caused by the active or passive negligent acts or omissions of the City, its agents, officers, or employees which may be in combination with the active or passive negligent acts or omissions of the Licensee, its employees, agents or officers b. Costs of Defense and Award. lncluded in the obligations in Section a , above, is the Licensee's obligation to defend, at Licensee's own cost, expense and risk, any and all aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against the City, its directors, officials, officers, employees, agents and/or volunteers. Licensee shall pay and satisfy any judgment, award or decree that may be rendered against City or its directors, officials, officers, employees, agents and/or volunteers, for any and all legal expense and cost incurred byeach of them in connection therewith. c. lnsurance Proceeds. Licensee's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its directors, officials, officers, employees, agents, and/or volunteers. d. Declarations. Licensee's obligations under Section 4 shall not be limited by any prior or subsequent declaration by the Licensee. 7t15t2020 Sunnyside Saddle Club Interim License Agreement Page 3 Page 72 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Enforcement Costs. Licensee agrees to pay any and all costs City incurs enforcing the indemnity and defense provisions set forth in Section 4. Survival. Licensee's obligations under Section 4 shall survive the termination of this Agreement. 4.2 lnsurance. Licensee shall take out and maintain at all times during the term of this Agreement the following insurance at its sole expense: Licensee shall maintain the following minimum limits: General I iahility lnsrrranee Commercial General Liability lnsurance covering liability of the Licensee with respect to all operations to be performed and all obligations assumed by the Licensee under the terms of this Agreement. Coverage for commercial general liability shall be at least as broad as lnsurance Services Office Commercial General Liability Coverage (Occurrence Form CG 0001). Limits shall be no less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. lf Commercial General Liability lnsurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply to the Facility (with the ISO CG 2503, or ISO CG 2504, or insurer's equivalent endorsement provided to City) or the general aggregate limit shall be twice the required occurrence limit. Automohile Liahility lnsurance Not Applicable Workers' Comnensation and Emf,loyer's Liahility Insurance Workers' Compensation and Employer's Liability lnsurance complying with the requirements of all applicable laws relating to workers'compensation insurance, covering or insuring all of the Licensee's employees working on or about the Facility. Limits shall be no less than statutory limits per accident for bodily injury and disease. By his/her signature hereunder, Licensee certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and it will comply with such provisions in connection with any work performed on or about the Facility. Any persons providing services with or on behalf of Licensee shall be covered by workers'compensation (or qualified self-insurance) AII insurance companies affording coverage to the Licensee shall be required to add the City of Chula Vista, its officials, officers, employees, and agents as additional insured(s)" under the insurance policy(s) required in accordance with this Agreement, Licensee shall fumish (or cause to be furnished) a certificate of insurance countersigned by an authorized agent of the insurance carrier on a form of the insurance carrier setting forth the general provisions of the insurance 7t15t2020 Sunnyside Saddle Club lnterim License Agreement e. f_ a. b. Page 4 Page 73 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda d. e. f. g. h. coverage. This countersigned certificate (and separate endorsement page) shall name the City and the City, their officers, agents, employees, and authorized volunteers as additional insured under the policy. Coverage provided hereunder to the City and City as additional insured by Licensee shall be primary insurance and other insurance maintained by the City, its officials, officers, agents and/or employees, shall be excess only and not contributing with insurance provided pursuant this Section 4.02, and shall contain such provision in the policy(ies), certificate(s) and/or endorsement(s). The insurance policy or the certificate of insurance shall contain a waiver of subrogation for the benefit of the City, its officials, officers, employees, and agents. All insurance companies affording coverage to the Licensee shall be insurance organizations acceptable to the City, and authorized by the lnsurance Commissioner of the State Department of lnsurance to transact business of insurance in the State of Califomia. lnsurance is to be placed with insurers having a current A.M. Best rating of no less than A-, VII or equivalent or as othenruise approved by City. All insurance companies affording coverage shall provide thirty (30) days written notice to the City should the policy be cancelled before the expiration date. For the purposes of this notice requirement, any material change in the policy prior to the expiration shall be considered a cancellation, Licensee shall provide evidence of compliance with the insurance requirements listed above by providing a certificate of insurance, in a form satisfactory to the General Counsel (City Attorney), concurrently with the submittal of this Agreement. Licensee shall provide a substitute certificate of insurance no later than thirty 30) days prior to the policy expiration date. Failure by the Licensee to provide such a substitution and extend the policy expiration date shall be considered a default by Licensee and may subject the Licensee to a termination of this Agreement. Maintenance of insurance by the Licensee as specified in this Agreement shall in no way be interpreted as relieving the Licensee of any responsibility whatever and the Licensee may carry, at its own expense, such additional insurance as it deems necessary. lf Licensee fails or refuses to take out and maintain the required insurance, or fails to provide the proof of coverage, City has the right to obtain the insurance. Licensee shall reimburse City for the premiums paid with interest at the maximum allowable legal rate then in effect in California. City shall give notice of the payment of premiums within thirty (30) days of payment stating the amount paid, names of the insurer(s), and rate of interest. Said reimbursement and interest shall be paid by Licensee on the first (1st) day of the month following the notice of payment by City. City, at its discretion, may require the revision of amounts and coverage at anytime during the term of this Agreement by giving Licensee sixty (60) days 7t15t2020 Sunnyside Saddle Club lnterim License Agreement Page 5 Page 74 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda prior written notice. City's requirements shall be designed to assure protection from and against the kind and extent of risk existing on the Facility. Licensee also agrees to obtain any additional insurance required by City for new improvements, in order to meet the requirements of this Agreement. j. Notwithstanding the preceding provisions of this Section 4.02, any failure or refusal by Licensee to take out or maintain insurance as required in this Agreement, or failure to provide the proof of insurance, shall be deemed a default under this Agreement and in such event, City may terminate this Agreement upon three (3) days written notice to Licensee. For the purposes of this Agreement, the condition to provide the insurance coverage required under this Section 4.02 shall be in addition to rent. 4.3 Accident Reports. Licensee shall report to City within 24 hours any accident causing any property damage or any serious injury to persons on or about the Facility. This report shall contain the names and addresses of the parties involved a statement of the circumstan@s, the date and hour, the names and addresses of any witnesses and other pertinent information. SECTION 5: TERMS AND GONDITIONS OF OCCUPANCY 5.1 Form of Agreement. This Agreement is a limited License for the use of the Facility for those particular purposes identified in Section 1.2. Nothing in this Agreement shall be interpreted to grant any interest in the Facility other than that specifled in this Agreement. At no time shall the Licensee's limited interest in the Facility ripen into a leasehold or fee interest with a claim or right to exclusive possession thereof. 5.2 Right to Occupy. Licensee right to occupy the Facility may be terminated by City at any time if Licensee fails to satisfactorily perform the improvement, maintenance, and upkeep duties or responsibilities of Licensee set forth hereunder. City reserves the right to terminate this Agreement as may be provided for elsewhere herein. The City reserves the right to pause or cease Licensee's operations at this location at any time if deemed necessary for public safety by the State of California, the County of San Diego, the City Manager or her designee. 5.3 Taxes. Licensee shall pay, before delinquency, alltaxes, assessments, and fees assessed or levied upon Licensee or the Facility, including the land, any buildings, structures, machines, equipment, appliances, or other improvements or property of any nature whatsoever erected, installed, or maintained by Licensee or levied by reason of the business or other Licensee activities related to the Facility, including any licenses or permits. Licensee recognizes and agrees that this Agreement may create a possessory interest subject to property taxation, and that Licensee may be subject to the payment of taxes levied on such interest, and that Licensee shall pay all such possessory interest taxes prior to their delinquency. 5.4 Hours of Operation. Licensee may conduct the uses permitted herein and be present at the Facility any time during Park's normal hours of operation and other hours as arranged in advance with the Real Property Manager. Licensee shall provide access control to the Facility and a manner approved by City to prevent unauthorized access to the facility during Licensee's hours of operation. 7t15t2020 Sunnyside Saddle Club lnterim License Agreement Page 6 Page 75 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 5.5 Utilities. Licensee agrees that utilities may be available under this License and the cost thereof shall be borne by the City. Use of said utilities shall be only as needed to carry on the operations permitted under this License. 5.6 Business License. Licensee shall maintain a valid City of Chula Vista Business License at all times during operations covered by this License. SECTION 6:I M P ROVE M E NTS/ALT ERATION S/REPAI RS 6.1 Acceptance of Facility. The Facility is being offered to Licensee in an As-ls and Where-ls condition without any warranty, expressed or implied. Licensee represents and warrants that it has independently inspected the Facility and made all tests, investigations, and observations necessary to satisfy itself of the condition of the Facility and all improvement appurtenant thereto. Licensee acknowledges it is relying solely on such independent inspection, tests, investigations, and observations in making this Agreement. Licensee further acknowledges that the Facility are in the condition called for by this Agreement, and that Licensee does not hold City responsible for any defects, whether latent or patent, in the Facility. 6.2 Wasie, Damage. or Destruction. Licensee shall give notice to City of any fire or other damage that occurs on the Facility within twenty four (24) hours of such fire or damage. Licensee shall not commit or suffer to be committed any waste or injury or any public or private nuisance, to keep the Facility, adjoining sidewalks, and other public areas, clean and clear of refuse and obstructions, and to dispose of all garbage, trash, and rubbish in a manner satisfactory to City. lf the Facility shall be damaged by any cause which puts the Facility into a condition which is not decent, safe, healthy and sanitary, Licensee agrees to make or cause to be made full repair of said damage and to restore the Facility to the condition which existed prior to said damage; or, at City's option, and upon receipt of written demand thereof, Licensee agrees to clear and remove from the Facility all debris resulting from said damage and repair the Facility in accordance with plans and speciflcations previously submitted to City and approved in writing in order to replace in kind and scope the improvements which existed prior to such damage. Licensee shall be responsible for all costs incurred in the repair and restoration or rebuilding of the Facility. Licensee shall not cause or permit any hazardous material to be used, stored, transported, generated, or disposed in or about the Facility by Licensee, Licensee's agents, employees, contractors, Licensees, or invitees. "Hazardous Material" means any hazardous, toxic, or infectious substance, material, or waste, which is or becomes regulated by any local governmental entity, the State of California, or the United States government under any law, regulation or ordinance. 6.3 Maintenance. Licensee agrees to provide periodic maintenance of the Facility throughout the term of this Agreement. Licensee shall also be responsible for limited maintenance of the Facility as follows: periodic cleaning and sweeping/mopping as ne@ssary. Licensee will make customary and usual maintenance necessary to maintain and preserve the Facility. Licensee shall remove and lawfully and properly dispose of all garbage, litter, trash, debris, and rubbish from or about the Facility, adjoining sidewalks, and other public areas, on a daily basis. All maintenance and other Licensee duties set forth herein shall, during the term 7t1512020 Sunnyside Saddle Club lnterim License Agreement Page 7 Page 76 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda hereof, be done at Licensee sole cost and expense and City shall not be called upon for any outlay or expense related thereto. Major maintenance andior repair issues must be referred to City for evaluation prior to any work being performed or cost therefore incurred. City at its sole discretion shall determine what work shall be performed. Major maintenance andi or repair issues that are not a direct result of Licensee's actions shall be the responsibility of the City. lf at any time during the term of this Agreement, City reasonably determines that the Facility are not in a decent, safe, healthy, and sanitary condition, City may, at its sole discretion and option, terminate this Agreement upon written notice to Licensee and regain possession of the Facility from Licensee. lf the condition is proximately caused by Licensee's use of the Facility, City may upon written notice to Licensee, have any necessary maintenance work done in order to place the Facility back to a decent, safe, healthy, and sanitary condition at the expense of Licensee. ln such event, City shall provide Licensee written notice and itemized billing showing the work performed and Licensee shall make payment to City no later than thirty (30) days after receipt of said notice and billing. The rights reserved in this Section 6. 3 shall not create any obligations on City or increase obligations elsewhere in this Agreement imposed on City. The provisions of this Section 6.3 shall survive the expiration or earlier termination of this Agreement. 6.4 lmprovements/Alterations. No improvements, structures, orinstallationsshall be constructed on the Facility, and the Facility may not be altered by Licensee without prior written approval by the City. This provision shall not relieve Licensee of any obligation under this Agreement to maintain the Facility in a decent, safe, healthy, and sanitary condition, including structural repair and restoration of damaged or worn improvements. City shall not be called upon to, or be obligated by this Agreement to make or assume any expense for any existing improvements or alterations. 6.5 Liens. Licensee shall not, directly or indirectly, create, incur, assume or suffer to exist any mortgage, pledge, lien, charge, encumbrance, or claim on or with respect to all or any portion of the Facility without the prior written consent of the City's Property Manager. Licensee shall promptly, at its own expense, take such action as may be necessary to duly discharge or remove any such mortgage, pledge, lien, charge, encumbrance or claim on or with respect to all or any portion of the Facility for which Licensee does not have the prior written consent of the City's Property Manager. 6.6 Signs. Licensee will be allowed one banner advertising the business and indicating Licensee's hours of operation. Licensee shall not erect or display any other banners, pennants, flags, posters, signs, decorations, marquees, awnings, or similar devices or advertising on or about the Facility without the prior written consent of City. lf any such unauthorized item is found on the Facility, Licensee shall remove the item at its expense within twenty-four Qal hours of written notice thereof by City, or City may thereupon remove the item at Licensee's cost. 6.7 Ownership of lmprovements. Any and all improvements, structures, and installations or additions to the Facility now existing or constructed on the Facility by Licensee shall at Agreement expiration or termination be deemed to be part of the Facility and shall become, at City's option, City's property, free of all liens and claims except as otherwise provided in this Agreement. lf the City chooses not to accept improvements made by Licensee, during the term of this License, and prefers to have such improvements removed, Licensee shall do so at its sole cost and expense. 711512020 Sunnyside Saddle Club I nterim License Agreement Page 8 Page 77 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 6.8 Breach by Licensee. Licensee's refusal or failure to meet its obligations under this Section 6 shall be deemed a breach of this Agreement, and in such event, City may, in addition to any other remedies it may have at law or equity, terminate this Agreement pursuant to the provision of Section 7.10 or elsewhere herein. SECTION 7: GENERAL PROVISIONS 7.1 Notices. All notices, demands, requests, consents or other communications which this Agreement contemplates or authorizes, or requires or permits either party to give to the other, shall be in writing and shall be personally delivered or mailed, postage prepaid, to the respective party as follows: To Gity: Rick Ryals Real Property Manager City of Chula Vista Department of Public Works 276 Fourth Avenue Chula Vista, CA 91910 To Licensee: Sunnyside Saddle Club P.O. Box 57 Bonita, CA 91908 Attention: Richelle Farley, President Phone: (619) 869-6476 Either party may change its address by notice to the other party as provided herein. Communications shall be deemed to have been given and received on the first to occur of: (i) actual receipt at the offices of the party to whom the communication is to be sent, as designated above; or (ii) three working days following the deposit in the United States Mail of certified mail, postage prepaid, return receipt requested, addressed to the offices of the party to whom the communication is to be sent, as designated above, or (iii) actual receipt if made by recognized reliable currier service who maintains a receipt of delivery. 7.2 City Approval, The City's Property Manager shall be the City's authorized representative in the interpretation and enforcement of all work performed in connection with this Agreement. 7.3 Nondiscrimination. Licensee agrees not to discriminate in any manner against or segregation of any person or persons, on account of race, color, religion, sex, familiar status, national origin, ancestry, age, disability or sexual orientation in the use, occupancy, tenure or enjoyment of the Facility, nor shall Licensee itself, or any person claiming under or through it, establish or permit such practice or practices of discrimination or segregation with reference to the selection, location, number, use or occupancy of the Facility. 7.4 Fqual Opportunity. Licensee shall assure applicants are employed and that employees are treated during employment wlthout regard to race, familial status, color, religion, sex or national origin. Licensee hereby certify to City that Licensee is in compliance and throughout the term of this Agreement will comply with Title Vll of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, and any other applicable Federal, State and Local law, regulation and policy (including without limitation those adopted by City) 7t15t2020 Sunnyside Saddle Club lnterim License Agreement Page 9 Page 78 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda related to equal employment and opportunity including any such law, regulation, and policy hereinafter enacted. a. Compliance and performance by Licensee of the equal employment and opportunity provision of this Agreement is an express condition hereof and any failure by Licensee to so comply and perform shall be a default of this Agreement and City may exercise any right as provided herein and as othenrvise provided by law. 7.5 Entire Agreement. This Agreement comprises the entire integrated understanding between City and Licensee concerning the use and occupation of the Facility and supersedes all prior negotiations, representations, or agreements. Each party has relied on its own examination of the Facility, advice from its own attorneys, and the warranties, representations, and covenants of the Agreement itself. 7.6 lnterpretation of the Agreement. The interpretation, validity and enforcement of the Agreement shall be governed by and construed under the laws of the State of California. The Agreement does not limit any other rights or remedies available to City. a. Licensee shall be responsible for complying with all Local, State, and Federal laws whether or not said laws are expressly stated or referred to herein. b. Should any provision herein be found or deemed to be invalid, the Agreement shall be construed as not containing such provision, and all other provisions which are othenivise lawful shall remain in full force and effect, and to this end the provisions of this Agreement are severable. c. This Agreement shall inure to the benefit of and be binding upon the parties hereto and their respective successors and assigns. 7.7 Agreement Modification. This Agreement may not be modified orally or in any manner other than by an agreement in writing signed by the parties hereto. 7.8 Attorney's Fees. ln the event a suit is commenced by City against Licensee to enforce payment of amounts due, or to enforce any of the terms and conditions hereof, or in case City shall commence summary action under the laws of the State of California relating to the unlawful detention of Facility, for forfeit of this Agreement, and the possession of the Facility, provided City effects a recovery, Licensee shall pay City all reasonable costs expended in any action, together with a reasonable attorney's fee to be fixed by the court. Venue for any such suit or action shall be California Superior Court, San Diego County, North County Branch. 7.9 Assignment and Subletting-No Encumbrance. This Agreement and any portion thereof shall not be assigned, transferred, or sublet, nor shall any of the Licensee's duties be delegated, without the express written consent of City in its sole discretion. Any attempt to assign or delegate this Agreement without the express written consent of City shall be void and of no force or effect. A consent by City to one assignment, transfer, sublease, or delegation shall not be deemed to be a consent to any subsequent assignment, transfer, sublease, or delegation. 7.10 Defaults and Termination. If City complying with the terms of this Agreement, City Page 10 has a good faith belief that Licensee is not shall give written notice of the default (with 7t1512020 Sunnyside Saddle Club lnterim License Agreement Page 79 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda reasonable specificity) to Licensee and demand the default to be cured within ten (10) days of the notice. lf Licensee is actually in default of this Agreement and fails to cure the default within ten (10) days of the notice, or, if more than ten (10) days are reasonably required to cure the defaultand Licensee failsto give adequate assurance of due performance within ten (10) days of the notice, City may terminate this Agreement upon written notice to Licensee. City may also terminate this Agreement upon written notice to Licensee in the event that: a. Licensee has previously been notified by City of Licensee's default under this Agreement and Licensee, after beginning to cure the default, fails to diligently pursue the cure of the default to completion; or b. Licensee shall voluntarily file or have involuntarily filed against it any petition under any bankruptcy or insolvency act or law; or c. Licensee shall be adjudicated a bankruptcy; or d. Licensee shall make a general assignment for the benefit of creditors. Upon termination, City may immediately enter and take possession of the Facility. 7.11 No Waiver. The failure to require the remedy of a breach or enforce the terms and conditions of this Agreement in one instance or several instances shall not be interpreted to be a waiver of the right to enforce the terms and conditions of this Agreement for any subsequent breach. 7.12 Other Regulations. All use of the Facility by Licensee under this Agreement shall be in accordance with the laws of the United States of America, the State of California, the County of San Diego, and in accordance with all applicative rules and regulations and ordinances of the City of Chula Vista now in force, or hereinafter prescribed or promulgated by resolution or ordinance or by Local, State or Federal law. 7.13 Time is of Essence; Provisions Binding on Successors. Time is of the essence of all of the terms, covenants and conditions of this Agreement and, except as othenivise provided herein, all of the terms, covenants and conditions of this Agreement shall apply to, benefit and bind the successors and assigns of the respective parties, jointly and individually. 7.14 Section Headings. The Table of Contents and the section headings contained herein are for convenience only and are not intended to define or limit the scope of any provision thereof. 7.15 Gender/Singrrlar/Plural. The neuter gender includes the feminine and masculine, the masculine includes the feminine and neuter, and the feminine includes the masculine and neuter, and each includes corporation, partnership, or other legal entity when the context so requires. The singular number includes the plural whenever the context so requires. 7.16 Non-liability of Officials. No member, official or employee of the City shall be personally liable to Licensee, its assigns or successors in interest, in the event of any default or 711512020 Sunnyside Saddle Club Interim License Agreement Page 11 Page 80 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda breach by the City, for any amount which may become due to Licensee its assigns or successors, or in any obligations under the terms of this Agreement. 7.17 Relationship between City and Licensee. lt is hereby acknowledged that the relationship between City and Licensee is that of landowner and tenant at will and not that of a partnership or joint venture and that City and Licensee shall not be deemed or construed for any purpose to be the agent of the other. Accordingly, except as expressly provided herein, the City shall have no duties or obligations with respect to the improvement, maintenance or upkeep of the Facility. 7.18 Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising out of this agreement, against the City unless a claim has first been presented in writing and filed with the City and acted upon by the City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, as same may from time to time be amended, the provisions of which are incorporated by this reference as if fully set forth herein, and such policies and procedures used by the City in the implementation of same. Upon request by City, Consultant shall meet and confer in good faith with City for the purpose of resolving any dispute over the terms of this Agreement. 7.19 Signatories. The individuals executing this Agreement represent and warrant that they have the right, power, legal capacity and authority to enter into and to execute this Agreement on behalf of the respective legal entities of the Licensee and the City. INEXT PAGE IS SIGNATURE PAGE] 7t15t2020 Sunnyside Saddle Club lnterim License Agreement Page 12 Page 81 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda SICSIATTJRE. P&GE TB L.lsBru$E,&ffn F&ffiI-$!'Y *WEffiSI&${Y A6HHEMS€3{T tN ulfim{Ess }IIFNEEE$F the F*rt@ her*h fqr slefit#hrec" $€ir rlEirE. exeftrrnfB, adrminiskatw, $Lrefiesffite an$ **,ulgres & hereby ryfffi $p tlre etil perfumfi*nrre nf eho cor*ecant5 r'ierein cslgined *nS flave cau*ed this A6#erffefif ts hc e.xecuted a$ sf, !rut nm n**esr*rity on, th* EfE*tilne Fatu hy EettiTrg fmrmrrt* th*lr sign*eres h€leBn b6hw" sffY: sryd LIEEHEEE: unn16ide S#die Gle-tb Ifl4*ts*B Sum$sid* krldE trs& lftlallrs fi-i$p#!€& &sff,ffis*nt Fy: T/l-tfzt: Fagu I# Page 82 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 1 of 12 FACILITIES USE LICENSE AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND SUNNYSIDE SADDLE CLUB This Facilities Use License Agreement is entered into effective October 18, 2023 (“Effective Date”) by and between the City of Chula Vista ("City"), a chartered municipal corporation of the State of California, and the Sunnyside Saddle Club of Bonita, California ("Licensee"), a non-profit organization, with reference to the following facts: RECITALS A. City is the owner of Rohr Park, located at 4548 Sweetwater Road, Bonita, CA 91902 ("Park"). B. Licensee is non-profit horse show youth organization, which is located in Bonita, and provides non- professional riders with an opportunity to show their horses. C. Licensee desires to continue using a portion of the Park for equestrian activities, shows, and competitions. D. City desires to enter into facilities use agreement to allow Licensee to continue using a portion of the Park for equestrian activities for youth in the community. E. The Sunnyside Saddle Club represents that it has a history of over 60 years of operation and 40 years operating at this location prior to City owning the Park. NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows: AGREEMENT SECTION 1: GRANT OF LICENSE. 1.1 Facility. a. City hereby grants to Licensee, and Licensee hereby accepts from City, an exclusive license to access and use the portion of the Park, as shown on Exhibit A attached and incorporated hereto, containing the equestrian arena, bleachers, horse tie rails, irrigations system and timers, shed, entry booth, and snack shack (the “Primary Facility”), and a non-exclusive license to access and use the portion of the Park, as shown on Exhibit A, containing the warm up arena, turnout ring, and parking lot(s) (the “Associated Facility”) (Primary Facility and Associated Facility, collectively “Facility”), located between the Chula Vista Golf Course Trail and Sweetwater Road during the Term (as defined in Section 2 below) for the Permitted Uses (as described in section 1.2.a, below) and upon all other terms and conditions of this Agreement (the "License"). b. No Property Right. This Agreement is a limited License for the use of the Facility for those particular purposes identified in Section 1.2. Nothing in this Agreement shall be interpreted to grant any interest in the Facility other than that specified in this Agreement. At no time shall the interests granted by this License ripen into a leasehold or fee interest with a claim or right to Page 83 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 2 of 12 Licensee: Sunnyside Saddle Club exclusive possession thereof. 1.2 Permitted Uses. It is expressly agreed that the Facility shall be used by Licensee solely and exclusively for the purposes of non-professional equestrian activities, shows, and competitions during the times and dates specified in section 6.1.a., to be scheduled by Licensee, and with City approval on dates and times other than those specified in section 6.1.a. Licensee covenants and agrees to use the Facility only for the above specified purposes. Licensee shall not use or permit any use of the Facility in any manner which disturbs the use and quiet enjoyment by City, any City-authorized parties (including members of the public) making use of the Facility or Park, or any adjacent property owners or tenants. In the event that Licensee uses the Facility for purposes not expressly authorized herein, Licensee shall be deemed in default under this Agreement. 1.3 Reservation of Rights. In addition to any and all other rights, title and interest in the Facility, the City specifically retains the following rights with respect to the Facility: a. Right to Enter. The right to enter the Facility for the purpose of performing maintenance, inspections, repairs or improvements, or developing resources and services. b. Right to Pause or Cease Licensee Use. The City reserves the right to pause or cease Licensee’s use of the Facility at any time if deemed necessary in the interest of public safety or necessity, as determined by the City Manager in the City Manager’s sole discretion. c. Events. In the event the City should need its Facility to perform required maintenance or repairs or any other type of business during a time scheduled for use by Licensee, Licensee agrees to cancel the day or days in conflict. City shall seek to provide the Licensee as much advance notice as reasonably possible. _r' 1.4 "As Is". The Facility is being offered by City to Licensee under this Agreement in an As-ls and Where- Is condition without any warranty, expressed or implied. Licensee represents and warrants that it has independently inspected the Facility and made all tests, investigations, and observations necessary to satisfy itself of the condition of the Facility and all improvement appurtenant thereto. Licensee acknowledges it is relying solely on such independent inspection, tests, investigations, and observations in making this Agreement. Licensee further acknowledges that the Facility is in the condition called for by this Agreement, and that Licensee does not hold City responsible for any defects, whether latent or patent, in the Facility. 1.5 Accidents or Damage. Licensee shall immediately report to the City any accident causing any property damage or any injury to persons on or about the Facility on days of Club events. This report shall contain the names and addresses of the parties involved, a statement of the circumstances, the date and hour, the names and addresses of any witnesses and other pertinent information. 1.6 Liens. Licensee shall not, directly or indirectly, create, incur, assume, or suffer to exist any mortgage, pledge, lien, charge, encumbrance, or claim on or with respect to all of any portion of the Facility. SECTION 2: TERM 2.1 Term. The term of the License shall begin on October 18, 2023 and end on October 17, 2028. 2.2 Options to Extend. The City, at its sole discretion, has the option to extend this License for an additional Page 84 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 3 of 12 Licensee: Sunnyside Saddle Club five year term. The City Manager shall be authorized to exercise the extensions on behalf of the City. If the City exercises an option to extend, such extension shall be on the same terms and conditions contained herein. The Licensee shall give written notice to City of the Licensee’s request to extend the License at least 120 days prior to the expiration of the term. 2.3 Termination. Notwithstanding any other remedies provided by this Agreement, City has the right, at its sole discretion, without cause, to terminate this Agreement and the license granted herein, upon thirty (30) days written notice to Licensee. a. Termination for Cause. Notwithstanding the foregoing, in the event that Licensee has breached any material provision of this Agreement, in addition to any other remedies provided by law or equity, the City may terminate this Agreement upon 10 days written notice. City shall notice Licensee at least 10 days in advance and provide an opportunity to cure the breach to avoid termination. If the breach is not cured to the City's satisfaction within 10 days of the notice, the termination shall take effect. 2.4 Surrender of Facilities. At the expiration or earlier termination of this Agreement, Licensee shall surrender the Facility licensed to Licensee to City, free and clear of all liens and encumbrances, except those liens and encumbrances which existed on the effective date of this Agreement. a. Condition of Facilities Upon Surrender. Upon expiration or earlier termination of this Agreement, Licensee shall ensure that the Facility is in a safe and sanitary condition and in as good or better condition as the condition at the commencement of this Agreement, absent normal wear and tear. Any costs associated with restoring the Facility to its pre-Agreement condition shall be borne by and be the sole obligation of Licensee. Prior to performing any repairs to any Facility, Licensee shall obtain approval from City. In the event that Licensee fails to restore the Facility to its pre- Agreement condition, City may, at its sole discretion, perform such repairs and invoice Licensee for any costs or expenses associated with such restoration and Licensee shall remit payment in full to City within ten (10) days from the date of invoice. SECTION 3. LICENSEE OPERATIONAL REQUIREMENTS. 3.1 Compliance with Laws. During the Term, Licensee shall comply, at its sole cost and expense, with all applicable laws, ordinances, codes, rules, regulations, orders, and other lawful requirements of the governmental bodies having jurisdiction, which are applicable to, or by reason of, Licensee’s particular use of the Facility. 3.2 Valid Business License. Licensee shall maintain a valid City of Chula Vista Business License at all times during operations covered by this License. 3.3 Supervision at Facility. Licensee shall furnish, at a minimum, all supervision that is required by any applicable law, regulation and/or policy during its licensed use of the Facility, as well as any additional supervision required by City and this Agreement. 3.4 Sanitation. During its licensed use of the Facility, Licensee shall keep the Facility, and adjoining area clean and clear of refuse and obstructions, and dispose of all garbage, trash, and rubbish in a manner satisfactory to City. Page 85 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 4 of 12 Licensee: Sunnyside Saddle Club 3.5 Safety. Licensee shall notify City of any unsafe condition of the licensed Facility, as well as any unsafe practices occurring thereon, regardless of whether such condition or practices are subject to Licensee’s control. Licensee shall cooperate fully with City in the investigation of any crime, injury, or death occurring on the Facility, including providing a prompt report thereof to City. 3.6 Nuisance. During its licensed use of the Facility, Licensee shall not use or permit the use of the Facility for any purpose which would constitute a nuisance or unreasonable annoyance to adjacent areas, other than that which may be required by law or necessary or advisable for safety purposes. 3.7 Access Control. Licensee shall provide access control to the Facility in a manner approved by City to prevent unauthorized access to the Facility during Licensee’s the term of this agreement. 3.8 Advertising or Promotional Materials. Licensee may distribute or cause to be distributed any advertising, or promotional materials regarding its licensed use of the Facility. a. Signs. Licensee may erect or display one banner advertising the organization (and any event sponsors) and indicating Licensee’s hours of operation. Licensee is permitted to erect or display any other banners, pennants, flags, posters, signs, decorations, marquees, awnings, or similar devices or advertising on or about the licensed Facility during days of events only. In addition to other remedies that the City may have under this Agreement, if any such unauthorized item is found on the Facility, Licensee shall remove the item at its expense within twenty- four (24) hours of written notice thereof by the City, or City may thereupon remove the item at the Licensee’s cost. 3.9 Waste, Damage, or Destruction. Licensee shall not commit or suffer to be committed any waste, injury, or damage to the Facility or equipment during its licensed use of such Facility, and shall be obligated to reimburse City for any costs or expenses incurred for the replacement or repair of the Facilit y or equipment occurring during the period of its use of the Facility, excepting that occurring due to ordinary and reasonable use. 3.10 Hazardous Materials. Licensee shall not cause or permit any hazardous material to be used, stored, transported, generated, or disposed in or about the Facility, or its agents, employees, contractors, licensees, or invitees. "Hazardous Material" means any hazardous, toxic, or infectious substance, material, or waste, which is or becomes regulated by any local governmental entity, the State of California, or the United States government under any law, regulation, or ordinance. SECTION 4: IMPROVEMENTS AND ALTERATIONS. 4.1 Construction or Installation of Improvements. Licensee shall not construct or install improvements on the Facility, and Facility may not be altered by Licensee without prior written approval by City. This provision shall not relieve Licensee of any obligation under this Agreement to maintain the Facility in a decent, safe, healthy, and sanitary condition, including structural repair and restoration of damaged or worn improvements. City shall not be called upon, or be obligated by this Agreement, to make or assume any expense for any existing improvements or alterations. 4.2 Ownership of Improvements. Any and all improvements, structures, and installations or additions to the Facility now existing or constructed on the Facility by Licensee shall at Agreement expiration or termination be deemed to be part of the Facility and shall become, at City’s option, City’s property, free of all liens and claims except as otherwise provided in this Agreement. If City chooses not to accept improvements made by Licensee and prefers to have such improvements removed, Licensee shall do so Page 86 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 5 of 12 Licensee: Sunnyside Saddle Club at its sole cost and expense. SECTION 5: MAINTENANCE. 5.1 Facility Operations, Maintenance, and Repair. a. Licensee shall inspect the Facility before the use of the Facility to ensure the Facility meets the use needs of Licensee, is in good condition, and meets the standards required by Licensee to conduct proposed activities. b. Any Facility, or portion of a Facility, that is not adequately maintained and equipped or otherwise fails to meet the reasonable expectations of Licensee prior to the effective date of this Agreement shall be brought up to a condition acceptable to both parties prior to the commencement of use. At the time Licensee begins using a Facility pursuant to the terms of this Agreement, any further deficiencies in Facility or equipment will be deemed waived. City is responsible for maintenance of Associated Facility. Licensee is responsible for maintenance of Primary Facility. c. At its cost, Licensee shall operate, maintain and repair the Primary Facility in the condition as it existed at the time of commencement of this Agreement. 5.2 Normal Cleanup Maintenance. Except for conditions which may be corrected by normal park services, Licensee shall leave the Facility licensed to it, at the conclusion of its use, in a neat and clean condition that does not impose any additional duty on the City’s staff, or upon the next occupant of the Facility. 5.3 Utilities. Licensee shall be responsible for paying for all costs for electricity at the Primary Facility. City shall be responsible for providing water and trash collection at the Facility. SECTION 6: USE, SCHEDULING, AND FEES 6.1 Licensee Use of the Facility. a. Primary Facility. Licensee is licensed to use the Primary Facility for equestrian activities every day of the calendar year during Park’s normal hours of operation. No other activities shall be permitted. b. Associated Facility. Licensee is licensed to have exclusive use of the Associated Facility for equestrian activities up to twenty (20) days per calendar year for ten events (2 days of use per event), during Park’s normal hours of operation. A list of annual event dates shall be provided to the City Manager by February 1st each year for the term of the agreement. Use of the Associated Facility on additional days may be authorized as arranged in writing in advance with the City Manager. No other activities shall be permitted. c. Licensee must abide by Park rules, the Chula Vista Municipal Code, and all other applicable laws and regulations. 6.2 Scheduling Changes. The City and Licensee upon mutual written agreement may make changes to the schedule of use identified in section 6 above. 6.3 Licensee Fees. The Licensee shall pay $50 to City no later than November 1 of each year during the term of this Agreement. Page 87 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 6 of 12 Licensee: Sunnyside Saddle Club SECTION 7: JOINT INSPECTION OF FACILITIES. 7.1 Inspection of Facilities. Prior to using the Facility and at the conclusion of the Term, the parties shall arrange a mutually convenient time to conduct an inspection of the Facility. During the inspection, Licensee and the City shall observe and record the condition of the Facilit y. These inspections shall be the basis for determining the nature and extent of the parties' obligations under section 2.4. SECTION 8: INDEMNITY/INSURANCE RISKS/SECURITY. 8.1 Indemnity. a. Generally. To the maximum extent allowed by law, Licensee shall timely and fully protect, defend, reimburse, indemnify and hold harmless City, its elected and appointed officers, agents, employees and volunteers (collectively, “Indemnified Parties”), from and against any and all claims, demands, causes of action, costs, expenses, (including reasonable attorneys’ fees and court costs), liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions, negligence, or willful misconduct of Licensee, its officials, officers, employees, agents, members, and contractors, arising out of or in connection with the use of the Facility or Park, or this Agreement. This indemnity provision does not include any claims, damages, liability, costs and expenses arising from the sole negligence or willful misconduct of the Indemnified Parties. Also covered is liability arising from, connected with, caused by or claimed to be caused by the active or passive negligent acts or omissions of the Indemnified Parties which may be in combination with the active or passive negligent acts or omissions of the Licensee, its employees, agents or officers, or any third party. b. Costs of Defense and Award. Included in Licensee’s obligations under this Section 8.1 is Licensee’s obligation to defend, at Licensee’s own cost, expense and risk, and with counsel approved in writing by City, any and all suits, actions or other legal proceedings that may be brought or instituted against one or more of the Indemnified Parties. Subject to the limitations in this Section 8.1, Licensee shall pay and satisfy any judgment, award or decree that may be rendered against one or more of the Indemnified Parties for any and all related legal expenses and costs incurred by any of them. c. Licensee’s Obligations Not Limited or Modified. Licensee’s obligations under this Section 8.1 shall not be limited to insurance proceeds, if any, received by the Indemnified Parties, or by any prior or subsequent declaration by the Licensee. Furthermore, Licensee’s obligations under this Section 8.1 shall in no way limit, modify or excuse any of Licensee’s other obligations or duties under this Agreement. d. Enforcement Costs. Licensee agrees to pay any and all costs and fees City incurs in enforcing Licensee’s obligations under this Section 8.1. e. Survival. Licensee’s obligations under this Section 8.1 shall survive the termination of this Page 88 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 7 of 12 Licensee: Sunnyside Saddle Club Agreement. 8.2 Insurance. a. Licensee shall take out and maintain at all times during the term of this Agreement the following insurance at its sole expense: 1) General Liability Insurance. Commercial General Liability Insurance covering liability of the Licensee with respect to all operations to be performed and all obligations assumed by the Licensee under the terms of this Agreement. Coverage for commercial general liability shall be at least as broad as Insurance Services Office Commercial General Liability Coverage (Occurrence Form CG 0001). Limits shall be no less than two million dollars (2,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply to the Facilities (with the ISO CG 2503, or ISO CG 2504, or insurer's equivalent endorsement provided to City) or the general aggregate limit shall be twice the required occurrence limit. The two million dollar general liability limit may be reached by combining primary and excess or umbrella limits. 2) Automobile Liability Insurance. Not Applicable 3) Workers' Compensation and Employer's Liability Insurance. Workers' Compensation and Employer's Liability Insurance complying with the requirements of all applicable laws relating to workers' compensation insurance, covering or insuring all of the Licensee’s employees working on or about the Facility. Limits shall be no less than statutory limits per accident for bodily injury and disease. By its signature hereunder, Licensee certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self- insurance in accordance with the provisions of that code, and it will comply with such provisions in connection with any work performed on or about the Facilities. Any persons providing services with or on behalf of Licensee shall be covered by workers' compensation (or qualified self-insurance). b. All insurance companies affording coverage to Licensee shall be required to add City, its officials, officers, employees, and agents as "additional insured(s)" under the insurance policy(s) required in accordance with this Agreement. Licensee shall furnish (or cause to be furnished) a certificate of insurance countersigned by an authorized agent of the insurance carrier on a form of the insurance carrier setting forth the general provisions of the insurance coverage. This countersigned certificate (and endorsement) shall name City and its officials, officers, agents, employees, and authorized volunteers as additional insured under the policy. The insurance policy or the certificate of insurance shall contain a waiver of subrogation for the benefit of the City, its officials, officers, employees, and agents. c. All insurance companies affording coverage to Licensee shall be insurance organizations acceptable to City, and authorized by the Insurance Commissioner of the State Department of Insurance to transact business of insurance in the State of California. Insurance is to be placed with insurers having a current AM. Best rating of no less than A-, VII or equivalent or as otherwise approved by City. d. All insurance companies affording coverage shall provide thirty (30) days written notice to the Page 89 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 8 of 12 Licensee: Sunnyside Saddle Club City should the policy be cancelled before the expiration date. For the purposes of this notice requirement, any material change in the policy prior to the expiration shall be considered a cancellation. e. Licensee shall provide evidence of compliance with the insurance requirements listed above by providing a certificate of insurance, in a form satisfactory to the City Attorney, concurrently with the submittal of this Agreement. f. Licensee shall provide a substitute certificate of insurance no later than thirty (30) days prior to the policy expiration date. Failure by Licensee to provide such a substitution and extend the policy expiration date shall be considered a default by Licensee and may subject Licensee to a termination of this Agreement. g. Maintenance of insurance by each party as specified in this Agreement shall in no way be interpreted as relieving the other party of any responsibility whatever and the other party may carry, at its own expense, such additional insurance as it deems necessary. h. If Licensee fails or refuses to take out and maintain the required insurance, or fails to provide the proof of coverage, City has the right to obtain the insurance. Licensee shall reimburse City for the premiums paid with interest at the maximum allowable legal rate then in effect in California. City shall give notice of the payment of premiums within thirty (30) days of payment stating the amount paid, names of the insurer(s), and rate of interest. Said reimbursement and interest shall be paid by the Licensee on the first (1st) day of the month following the notice of payment by the other party. i. City, at its discretion, may require the revision of amounts and coverage at anytime during the term of this Agreement by giving Licensee sixty (60) days prior written notice. City’s requirements shall be designed to assure protection from and against the kind and extent of risk existing on the Facility. Licensee also agrees to obtain any additional insurance required by City for new improvements, in order to meet the requirements of this Agreement. j. Notwithstanding the preceding provisions of this Section 8.2, any failure or refusal by Licensee to take out or maintain insurance as required in this Agreement, or failure to provide the proof of insurance, shall be deemed a default under this Agreement and in such event, City may terminate this Agreement upon three (3) days written notice to Licensee. SECTION 9: GENERAL PROVISIONS. 9.1 Headings. All article headings are for convenience only and shall not affect the interpretation of this Agreement. 9.2 Gender & Number. Whenever the context requires, the use herein of (i) the neuter gender includes the masculine and the feminine genders and (ii) the singular number includes the plural number. 9.3 Reference to Paragraphs. Each reference in this Agreement to a section refers, unless otherwise stated, to a section this Agreement. 9.4 Incorporation of Recitals. All recitals herein are incorporated into this Agreement and are made a part Page 90 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 9 of 12 Licensee: Sunnyside Saddle Club hereof. 9.5 Covenants and Conditions. All provisions of this Agreement expressed as either covenants or conditions on the part of the Licensee, shall be deemed to be both covenants and conditions. 9.6 Integration. This Agreement fully expresses all understandings of the parties concerning the matters covered in this Agreement. No change, alteration, or modification of the terms or conditions of this Agreement, and no verbal understanding of the parties, their officers, agents, or employees shall be valid unless made in the form of a written change agreed to in writing by both parties or an amendment to this Agreement agreed to by both parties. All prior negotiations and agreements are merged into this Agreement. 9.7 Severability. The unenforceability, invalidity, or illegality of any provision of this Agreement shall not render any other provision of this Agreement unenforceable, invalid, or illegal. 9.8 Drafting Ambiguities. The parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms, and conditions of this Agreement, and the decision of whether or not to seek advice of counsel with respect to this Agreement is a decision whic h is the sole responsibility of each party. This Agreement shall not be construed in favor of or against either party by reason of the extent to which each party participated in the drafting of the Agreement. ' ' 9.9 Conflicts Between Terms. If a conflict exists between applicable federal, state, or local law, rule, regulation, order; or code and this Agreement, the law, rule, regulation, order, or code shall control. Varying degrees of stringency among the main body of this Agreement and laws, rules, regulations, orders, or codes are not deemed conflicts, and the most stringent requirement shall control. Each party shall notify the other immediately upon the identification of any apparent conflict or inconsistency concerning this Agreement. 9.10 Prompt Performance. Time is of the essence of each covenant and condition set forth in this Agreement. 9.11 Good Faith Performance. The parties shall cooperate with each other in good faith and assist each other in the performance of the provisions of this Agreement. 9.12 Further Assurances. Licensee agrees to execute and deliver such additional documents as may be required to effectuate the purposes of this Agreement. 9.13 Compliance with Controlling Law. Licensee shall comply with all laws, ordinances, regulations, and policies of the federal, state, and local governments applicable to this Agreement. In addition, Licensee shall comply immediately with all directives issued by the City or its authorized representatives under authority of any laws, statutes, ordinances, rules, or regulations, with respect to its use of Facility under this Agreement. The laws of the State of California shall govern and control the terms and conditions of this Agreement. 9.14 Jurisdiction, Venue, and Attorney Fees. The venue for any suit or proceeding concerning this Agreement, the interpretation or application of any of its terms, or any related disputes shall be in the County of San Diego, State of California. 9.15 Municipal Powers. Nothing contained in this Agreement shall be construed as a limitation upon the Page 91 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 10 of 12 Licensee: Sunnyside Saddle Club powers of the City as a chartered city of the State of California. 9.16 Relationship between Parties. It is hereby acknowledged that the relationship between the parties is that of licensor/licensee and not that of a partnership or joint venture and that neither party shall be deemed or construed for any purpose to be the agent of the other. Accordingly, except as expressly provided herein, the City shall have no duties or obligations with respect to the improvement, maintenance or upkeep of the Facility other than those specifically identified in this Agreement, and Licensee shall have no duties or obligations with respect to the Facility other than those specifically identified in this Agreement. 9.17 Third Party Relationships. Nothing in this Agreement shall create a contractual relationship between City or Licensee and any third party, including the other party's contractors or invitees. 9.18 Non-Assignment. Licensee shall not assign this Agreement or any obligations under this Agreement, whether by express assignment or by sale, nor any monies due or to become due, without City’s prior written approval. Any assignment in violation of this paragraph shall constitute a Default and is grounds for immediate termination of this Agreement, at the sole discretion of City. In no event shall any putative assignment create a contractual relationship between the City and any putative assignee. 9.19 Nondiscrimination. Licensee agrees not to discriminate in any manner against or segregation of any person or persons, on account of actual or perceived race, color, religion, sex, familiar status, immigration, national origin, ancestry, age, disability or sexual orientation in the use, occupancy, tenure or enjoyment of the Facility, nor shall Licensee, or any person claiming under or through it, establish or permit such practice or practices of discrimination or segregation with reference to the use of the Facilit y. 9.20 No Waiver. No failure of the City to insist upon the strict performance by Licensee of any covenant, term or condition of this Agreement, nor any failure to exercise any right or remedy consequent upon a breach of any covenant, term, or condition of this Agreement, shall constitute a waiver of any such breach of such covenant, term or condition. No waiver of any breach shall affect or alter this Agreement, and each and every covenant, condition, and term hereof shall continue in full force and effect to any existing or subsequent breach. 9.21 Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising out of this Agreement against the City unless a claim has first been presented in writing and filed with the City and acted upon by the City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, and such policies and procedures used by the City in the implementation of same. Upon request by either party the other party shall meet and confer in good faith with City for the purpose of resolving any dispute over the terms of this Agreement. 9.22 Non-liability of Officials. No member, official or employee of the City shall be personally liable to the Licensee, or its assigns or successors in interest, in the event of any default or breach, for any amount which may become due to Licensee or its assigns or successors, or in any obligations under the terms of this Agreement. 9.23 Notices. Any notice required or permitted to be given hereunder must be in writing and given by: (a) personal delivery; (b) delivery by United States Postal Service certified mail, with postage prepaid and return receipt required; or (c) delivery by a reputable overnight courier to the following addresses: Page 92 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 11 of 12 Licensee: Sunnyside Saddle Club To City: Danny Schreck, Parks Supervisor City of Chula Vista 276 Fourth Avenue, Building A Chula Vista, CA 91910 DSchreck@chulavistaca.gov To Licensee: Sunnyside Saddle Club Attn: Richelle Farley P.O. Box 57 Bonita, CA 91908 SunnysideHorseshow@gmail.com a. Changes in Address. Either party may change its address by notice to the other party as provided herein. b. Receipt of Communications. Communications shall be deemed to have been given and received on the first to occur of: (i) actual receipt at the offices of the party to whom the communication is to be sent, as designated above; or (ii) three working days following the deposit in the United States Mail of certified mail, postage prepaid, return receipt requested, addressed to the offices of the party to whom the communication is to be sent, as designated above, or (iii) actual receipt if made by recognized reliable currier service who maintains a receipt of delivery. 9.24 Signing Authority. The representative for each party signing on behalf of a corporation, partnership, joint venture, governmental or other entity hereby declares that authority has been obtained to sign on behalf of the corporation, partnership, joint venture, or entity and agrees to hold the other party or parties hereto harmless if it is later determined that such authority does not exist. IN WITNESS WHEREOF the parties hereto for themselves, their heirs, executors, administrators, successors, and assigns do hereby agree to the full performance of the covenants herein contained and have caused this Agreement to be executed as of, but not necessarily on, the Effective Date by setting hereunto their signatures herein below. (End of page. Next page is signature page.) Page 93 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Facilities Use License Agreement Page 12 of 12 Licensee: Sunnyside Saddle Club SIGNATURE PAGE FACILITIES USE LICENSE AGREEMENT CITY: LICENSEE: BY:____________________________________ BY:________________________________________ Maria Kachadoorian, City Manager Richelle Farley, President City of Chula Vista Sunnyside Saddle Club APPROVED AS TO FORM: BY:____________________________________ Jill D.S. Maland Lounsbery Ferguson Altona & Peak LLP Acting City Attorney Page 94 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Exhibit "A" - Sunnyside Saddle Club Page 95 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda v . 0 03 P a g e | 1 October 17, 2023 ITEM TITLE Grant Award and Agreement: Accept and Appropriate Grant Funds from the California Office of Traffic Safety for a Pedestrian and Bicycle Safety Program and Approve an Agreement with Circulate San Diego to Administer the Program Report Number: 23-0266 Location: No specific geographic location Department: Police Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Recommended Action Adopt resolutions A) Accepting $164,000 from the California Office of Traffic Safety and appropriating $123,000 to the Police Grants Section of the Federal Grants Fund for the Pedestrian and Bicycle Safety Program (4/5 Vote Required); and B) Waiving the competitive formal bid requirement and approving an agreement with WalkSanDiego doing business as Circulate San Diego to administer the Pedestrian and Bicycle Safety Program. SUMMARY The California Office of Traffic Safety has awarded $164,000 to the Police Department for the Pedestrian and Bicycle Safety Program. The goal of this program is to reduce the number of persons killed and injured in crashes involving pedestrians and bicyclists. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the environment; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus, no environmental review is required. Page 96 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 2 BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION The California Office of Traffic Safety's (OTS) mission is to effectively and efficiently administer traffic safety grant funds to reduce traffic deaths, injuries, and economic losses. The Police Department has been awarded various OTS grants, including the Serious Traffic Offenders Program (STOP), Comprehensive Traffic Safety Program, DUI Enforcement Program, and Selective Traffic Enforcement Program (STEP), which have enhanced the Traffic Unit by funding new positions, traffic enforcement operations and supplies/equipment used during traffic enforcement operations. The Police Department has received funding from OTS for the Pedestrian and Bicycle Safety Program. Throughout the one-year grant period of October 1, 2023 to September 30, 2024, the Police Department will coordinate with Circulate San Diego to assist with fulfilling the goals of the grant. Work rendered for the Pedestrian and Bicycle Safety Program will include the following expenses: fees to perform multilingual services such as virtual and on-bike traffic education courses, community outreach, bike rides, walks and traffic safety item distributions at community events. The work will mainly be conducted by Circulate San Diego. Single/Sole Source Justification Circulate San Diego is the fictitious business name of WalkSanDiego, a 501(c)(3) nonprofit organization created in 2014 by the merger of Walk San Diego and Move San Diego. While working in the same neighborhoods toward similar goals, the organizations saw an opportunity to better serve the San Diego region by coming together to advocate for better transportation and more sustainable land use choices in the communities. Circulate San Diego often partners with local governments, school districts, private planning firms, and other nonprofits to create planning and community engagement programs. Their work includes Safe Routes to School projects, community workshops, civic engagement activities, pedestrian safety training, and the development of transportation planning documents. Circulate San Diego qualifies for a single source contract because it is the only organization in the region with a focus on both pedestrian and bicycle safety instruction and related community engagement. The agreement was negotiated on the basis of Circulate San Diego’s demonstrated competence and qualifications for the services to be provided, pursuant to Chula Vista Municipal Code section 2.56.110(A)(1). In order to procure these services, Circulate San Diego was chosen based on their unique knowledge, skills, and ability not available from other sources. In accordance with Chula Vista Municipal Code sections 2.56.110(H)(3) and 2.56.070(B)(4) single/sole source the award of this contract is not subject to competitive bidding requirements. The agreement with Circulate San Diego in the amount of $161,500 covers a one-year term of October 1, 2023 to September 30, 2024, which is the same as the OTS grant period of the Pedestrian and Bicycle Safety Program. The agreement ends when the grant term ends. The grant from OTS also includes indirect cost in the amount of $2,500 to administer the grant. Page 97 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 3 DECISION-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the 500-foot rule found in California Code of Regulations Title 2, section 18702.2(a)(11), is not applicable to this decision for purposes of determining a disqualifying real property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.). Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT Approval of the resolution will result in the acceptance of $164,000 of grant funding from OTS for the Pedestrian and Bicycle Safety Program. Since the grant period crosses between two fiscal years, $123,000 will be appropriated to the current fiscal year, amending the fiscal year 2023-24 budget. The remaining $41,000 will be included in the proposed fiscal year 2024-25 budget. Specifically, for the current year budget, $121,125 will be appropriated to the supplies and services category (Circulate San Diego contractual cost) and $1,875 to the other expenses category (indirect cost) of the Police Grants section of the Federal Grants Fund. The funding from OTS will completely offset the costs of this grant award, resulting in no net fiscal impact. ONGOING FISCAL IMPACT There is no ongoing fiscal impact for accepting these grant funds. The remaining $41,000 in funding will be included in the proposed fiscal year 2024-25 budget. ATTACHMENTS 1. OTS Grant Agreement PS24008 2. Agreement with Walk San Diego dba Circulate San Diego to administer the Pedestrian and Bicycle Safety Program Staff Contact: Chief Roxana Kennedy, Police Department Administrative Services Manager Jonathan Alegre, Police Department Page 98 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING GRANT FUNDS FROM THE CALIFORNIA OFFICE OF TRAFFIC SAFETY FOR THE PEDESTRIAN AND BICYCLE SAFETY PROGRAM AND APPROPRIATING FUNDS THEREFOR WHEREAS, the Police Department has been awarded $164,000 in grant funding from the California Office of Traffic Safety for the Pedestrian and Bicycle Safety Program; and WHEREAS, the goal of the Pedestrian and Bicycle Safety Program is to reduce the number of persons killed or injured in crashes involving pedestrians and bicyclists; and WHEREAS, throughout the one-year grant period of October 1, 2023 to September 30, 2024, the Police Department will coordinate with Circulate San Diego to assist with fulfilling the goals of the grant; and WHEREAS, the grant funds provided by the California Office of Traffic Safety will completely offset the total costs of this program. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it approves the State of California Office of Traffic Safety Grant Agreement # PS24008, between the City and California Office of Traffic Safety, in the form presented, with such minor modifications as may be required or approved by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and authorizes and directs the Chief of Police to execute same. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it accepts $164,000 from the California Office of Traffic Safety and amends the fiscal year 2023-24 budget by appropriating $121,125 to the supplies and services category and $1,875 to the other expenses category of the Police Grants Section of the Federal Grants Fund and directs staff to include $41,000 in the fiscal year 2024 proposed budget for the Pedestrian and Bicycle Safety Program. Presented by Approved as to form by Roxana Kennedy Jill D.S. Maland Chief of Police Lounsbery Ferguson Altona & Peak Acting City Attorney Page 99 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA WAIVING THE COMPETITIVE FORMAL BID REQUIREMENT AND APPROVING AN AGREEMENT WITH WALKSANDIEGO DOING BUSINESS AS CIRCULATE SAN DIEGO TO ADMINISTER THE PEDESTRIAN AND BICYCLE SAFETY PROGRAM WHEREAS, the Police Department has been awarded $164,000 grant funding from the California Office of Traffic Safety for the Pedestrian and Bicycle Safety Program; and WHEREAS, WalkSanDiego, doing business as Circulate San Diego, is a 501(c)(3) nonprofit organization created in 2014 that partners with local governments, school districts, private planning firms, and other nonprofits to create planning and community engagement programs; and WHEREAS, throughout the one-year grant period of October 1, 2023 to September 30, 2024, the Police Department will coordinate with Circulate San Diego to assist with fulfilling the goals of the grant; and WHEREAS, this Agreement was negotiated on the basis of Circulate San Diego’s demonstrated competence and qualifications for the services to be provided, pursuant to Chula Vista Municipal Code section 2.56.110(A)(1); and WHEREAS, in order to procure these services, Circulate San Diego was chosen based on their unique knowledge, skills, and ability not available from other sources; on this basis, Circulate San Diego was awarded the contract on a “single/sole source” basis under the authority of Chula Vista Municipal Code sections 2.56.110(H)(3) and 2.56.070(B)(2); and WHEREAS, Circulate San Diego warrants and represents that it is experienced and staffed in a manner such that it can deliver the services required by the City; and WHEREAS, the agreement with Circulate San Diego covers a term of October 1, 2023 to September 30, 2024. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it approves that certain Contractor/Service Provider Services Agreement, between the City and WalkSanDiego, doing business as Circulate San Diego, in the form presented, with such minor modifications as may be required or approved by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and authorizes and directs the Mayor to execute same. Page 100 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. Page 2 Presented by Approved as to form by Roxana Kennedy Jill D.S. Maland Chief of Police Lounsbery Ferguson Altona & Peak Acting City Attorney Page 101 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 1 of 17 State of California – Office of Traffic Safety GRANT AGREEMENT GRANT NUMBER PS24008 1. GRANT TITLE Pedestrian and Bicycle Safety Program 2. NAME OF AGENCY 3. Grant Period Chula Vista Police Department From: To: 10/01/2023 09/30/2024 4. AGENCY UNIT TO ADMINISTER GRANT Chula Vista Police Department 5. GRANT DESCRIPTION Best practice strategies will be conducted to reduce the number of persons killed and injured in crashes involving pedestrians and bicyclists. The funded strategies may include classroom education, bicycle rodeos, community events, presentations, and workshops. These countermeasures should be conducted in communities with high numbers of pedestrian and/or bicycle related crashes including underserved communities, older adults, and school-aged children. Coordinated efforts such as Safe Routes to School initiatives, Safe System Approach, and working with community based organizations are highly encouraged to prevent fatalities and injuries of vulnerable non-motorized road users. 6. Federal Funds Allocated Under This Agreement Shall Not Exceed: $164,000.00 7. TERMS AND CONDITIONS: The parties agree to comply with the terms and conditions of the following which are by this reference made a part of the Agreement:  Schedule A – Problem Statement, Goals and Objectives and Method of Procedure  Schedule B – Detailed Budget Estimate and Sub-Budget Estimate (if applicable)  Schedule B-1 – Budget Narrative and Sub-Budget Narrative (if applicable)  Exhibit A – Certifications and Assurances  Exhibit B* – OTS Grant Program Manual  Exhibit C – Grant Electronic Management System (GEMS) Access *Items shown with an asterisk (*), are hereby incorporated by reference and made a part of this agreem ent as if attached hereto. These documents can be viewed at the OTS home web page under Grants: www.ots.ca.gov. We, the officials named below, hereby swear under penalty of perjury under the laws of the State of California that we are duly authorized to legally bind the Grant recipient to the above described Grant terms and conditions. IN WITNESS WHEREOF, this Agreement has been executed by the parties hereto. 8. Approval Signatures A. GRANT DIRECTOR B. AUTHORIZING OFFICIAL NAME: TITLE: EMAIL: PHONE: ADDRESS: Brian Carter Police Agent bcarter@chulavistapd.org (619) 476-5331 315 Fourth Avenue Chula Vista, CA 91910 NAME: TITLE: EMAIL: PHONE: ADDRESS: Roxana Kennedy Chief of Police rkennedy@chulavistapd.org (619) 691-5150 315 Fourth Avenue Chula Vista, CA 91910 (Signature) (Date) (Signature) (Date) C. FISCAL OFFICIAL D. AUTHORIZING OFFICIAL OF OFFICE OF TRAFFIC SAFETY NAME: TITLE: EMAIL: PHONE: ADDRESS: Yeelin Cheung Principal Management Analyst ycheung@chulavistapd.org (619) 691-5128 315 Fourth Avenue Chula Vista, CA 91910 NAME: TITLE: EMAIL: PHONE: ADDRESS: Barbara Rooney Director barbara.rooney@ots.ca.gov (916) 509-3030 2208 Kausen Drive, Suite 300 Elk Grove, CA 95758 (Signature) (Date) (Signature) (Date) Page 102 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 2 of 17 10. PROJECTED EXPENDITURES FUND CFDA ITEM/APPROPRIATION F.Y. CHAPTER STATUTE PROJECTED EXPENDITURES AGREEMENT TOTAL $164,000.00 AMOUNT ENCUMBERED BY THIS DOCUMENT I CERTIFY upon my own personal knowledge that the budgeted funds for the current budget year are available for the period and purpose of the expenditure stated above. $164,000.00 PRIOR AMOUNT ENCUMBERED FOR THIS AGREEMENT $ 0.00 OTS ACCOUNTING OFFICER’S SIGNATURE DATE SIGNED TOTAL AMOUNT ENCUMBERED TO DATE $164,000.00 E. ACCOUNTING OFFICER OF OFFICE OF TRAFFIC SAFETY 9. SAM INFORMATION NAME: Carolyn Vu SAM #: REGISTERED ADDRESS: CITY: ZIP+4: KVBYLRZMAGJ9 276 Fourth Avenue Chula Vista 91910-2631 ADDRESS: 2208 Kausen Drive, Suite 300 Elk Grove, CA 95758 Page 103 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 3 of 17 State of California – Office of Traffic Safety GRANT AGREEMENT Schedule A GRANT NUMBER PS24008 1. PROBLEM STATEMENT As of 2022, the City of Chula Vista is the second-largest city in San Diego County with a population over 283,000 that covers fifty-two square miles, and is located within a FHWA Focus Region for pedestrian- involved fatal and injury crashes. Local traffic crash data shows that a significant number of pedestrians and bicyclists are hit and injured each year, and Chula Vista has seen a corresponding increase in the number of pedestrian-involved fatal traffic crashes. In 2021, the City of Chula Vista had an increase in the number of fatal crashes involving pedestrians with 8 fatalities, which is an increase compared to 2 fatal pedestrian-involved crashes in 2020. The fatal pedestrian crashes are not specific to an exact area of Chula Vista and have occurred throughout the 24-hour day. However, the City of Chula Vista has not had a fatal crash involving a bicyclist since 2019. The City of Chula Vista has 49 elementary schools, 7 middle schools, 14 high schools and 3 San Diego trolley stations. There are also numerous senior living centers throughout the City of Chula Vista. The morning and afternoon commute includes numerous people walking and riding a bicycle to school or work. With the passing of the Freedom to Walk Act that took effect in January 2023, the Chula Vista Police Department expects the number of pedestrian-involved crashes to increase. The Chula Vista Police Department believes increasing public awareness and community relations through education are some of the best tools available in reducing tragedies related to pedestrian- and bicyclist-involved crashes. 2. PERFORMANCE MEASURES A. Goals: 1. Reduce the number of persons killed in traffic crashes. 2. Reduce the number of persons injured in traffic crashes. 3. Reduce the number of pedestrians killed in traffic crashes. 4. Reduce the number of pedestrians injured in traffic crashes. 5. Reduce the number of pedestrians killed under age 15 in traffic crashes. 6. Reduce the number of pedestrians injured under age 15 in traffic crashes. 7. Reduce the number of pedestrians killed over age 65 in traffic crashes. 8. Reduce the number of pedestrians injured over age 65 in traffic crashes. 9. Reduce the number of bicyclists killed in traffic crashes. 10. Reduce the number of bicyclists injured in traffic crashes. 11. Reduce the number of bicyclists under age 15 killed in traffic crashes. 12. Reduce the number of bicyclists under age 15 injured in traffic crashes. 13. Increase bicycle helmet usage. B. Objectives: Target Number 1. Issue a press release announcing the kick-off of the grant by November 15. The kick-off press releases and media advisories, alerts, and materials must be emailed to the OTS Public Information Officer at pio@ots.ca.gov, and copied to your OTS Coordinator, for approval 14 days prior to the issuance date of the release. 1 2. Participate in traffic safety fairs and/or community events with an effort to reach individuals. 5 3. Participate in the following campaigns: National Walk to School Day, National Bicycle Safety Month, California's Pedestrian Safety Month and National Pedestrian Safety Month. 4 4. Distribute pedestrian/bicycle safety items at no cost to youth or community members in need, during bicycle rodeos, presentations, workshops, trainings, and community events to increase safety and visibility. 1 5. Conduct pre and post-grant activities bicycle helmet usage surveys during the months of October (start of the grant) and September (end of the grant). A pre- 2 Page 104 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 4 of 17 survey will be required to determine the base year helmet use rate and a post- survey will be required to determine the operational rate. Upload completed survey to GEMS. 6. Conduct bicycle rodeos with an effort to reach individuals. 4 7. Conduct community engaged bicycle and/or walk audits at locations identified to have a high incidence of pedestrian and/or bicycle fatal or serious injury traffic crashes or "near misses". 8 8. Conduct Safety-Oriented Presentations for a minimum of 10 participants per presentation with at least 2 conducted for students, 2 for older adults, and 2 for the disability community to offer training and support for safe user behavior on a variety of active transportation safety modes within the public right-of-way, including the ongoing Crash Not Accident campaign. When reporting, include date/location, total number of participants, and a short summary of key transportation and/or safety concerns that were addressed at each location. 10 9. Conduct Walk this Way/Share the Road pedestrian safety education assemblies for a minimum of 20 individuals at each participating elementary, middle and high school to educate students on the '5 Steps' to safely crossing the street (Walk this Way) and some assemblies targeted for older students as they become more autonomous road users (Share the Road). When reporting, include date/location and total number of participants. 12 10. Conduct Walk and Bike to School Day events for a minimum of 50 participants per event, at schools within the City of Chula Vista, to provide education and safety tips to students and/or parents/guardians for all modes of active transportation. When reporting, include date/location and total number of participants. 6 11. Conduct a Quick-Build Demonstration, supporting the design/installation of short- term infrastructure used for traffic calming and safe street design projects to address safety issues. The objective is to reach at least 100 people during a one- day demonstration, and significantly more, if installed for a longer duration. When reporting, include date/location, potential number of individuals impacted, and a short summary of key transportation and/or safety concerns addressed. 1 12. Execute subcontract referenced in the budget. Prior to finalizing the subcontract, grantee will work with the OTS to ensure all costs in the subcontract are allowable. Upon execution of subcontract, upload a copy of the subcontract and request a revision to the grant budget to add new budget line items for associated costs under contractual services. If not yet executed, provide ETA. 1 13. Park(ing) Day is a global, public participatory activity that has been taking place since 2005. It is an event that occurs in September and includes the temporary repurposing of an on-street parking space for other public use. This can include parklets with space for public safety messaging. For the purposes of this program, the space will be used to showcase how streets can be repurposed to provide better active transportation safety for local communities, along with pedestrian, bicycle, and/or scooter safety programming and activities that will serve as the framework for participation in Park(ing) Day. When reporting, include date/location, potential number of individuals impacted, and a short summary of key transportation and/or safety concerns addressed. 1 3. METHOD OF PROCEDURE A. Phase 1 – Program Preparation (1st Quarter of Grant Year)  Develop operational plans to implement the “best practice” strategies outlined in the objectives section.  All training needed to implement the program should be conducted in the first quarter.  All grant related purchases needed to implement the program should be made in the first quarter. Media Requirements  Issue a press release approved by the OTS PIO announcing the kick-off of the grant by November 15, but no sooner than October 1. The kick-off release must be approved by the OTS PIO and only distributed after the grant is fully signed and executed. If you are unable to meet the Page 105 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 5 of 17 November 15 deadline to issue a kick-off press release, communicate reasons to your OTS coordinator and OTS PIO. B. Phase 2 – Program Operations (Throughout Grant Year) Media Requirements The following requirements are for all grant-related activities:  Send all media advisories, alerts, videos, graphics, artwork, posters, radio/PSA/video scripts, storyboards, digital and/or print educational materials for grant-related activities to the OTS PIO at pio@ots.ca.gov for approval and copy your OTS coordinator. Optimum lead time would be 7 days before the scheduled release but at least 3 business days prior to the scheduled release date for review and approval is appreciated.  The OTS PIO is responsible for the approval of the design and content of materials. The agency understands OTS PIO approval is not authorizing approval of budget expenditure or cost. Any cost approvals must come from the Coordinator.  Pre-approval is not required when using any OTS-supplied template for media advisories, press releases, social media graphics, videos or posts, or any other OTS-supplied educational material. However, copy the OTS PIO at pio@ots.ca.gov and your OTS coordinator when any material is distributed to the media and public, such as a press release, educational material, or link to social media post. The OTS-supplied kick-off press release templates and any kickoff press releases are an exception to this policy and require prior approval before distribution to the media and public.  If an OTS-supplied template, educational material, social media graphic, post or video is substantially changed, the changes shall be sent to the OTS PIO at pio@ots.ca.gov for approval and copy to your OTS Coordinator. Optimum lead time would be 7 days prior to the scheduled release date, but at least 3 business days prior to the scheduled release date for review and approval is appreciated.  Press releases, social media posts and alerts on platforms such as NextDoor and Nixle reporting immediate and time-sensitive grant activities (e.g. enforcement operations, day of event highlights or announcements, event invites) are exempt from the OTS PIO approval process. The OTS PIO and your Coordinator should still be notified when the grant-related activity is happening (e.g. car seat checks, bicycle rodeos, community presentations, DUI checkpoints, etc.).  Enforcement activities such as warrant and probation sweeps, court stings, etc. that are embargoed or could impact operations by publicizing in advance are exempt from the PIO approval process. However, announcements and results of activities should still be copied to the OTS PIO at pio@ots.ca.gov and your Coordinator with embargoed date and time or with “INTERNAL ONLY: DO NOT RELEASE” message in subject line of email.  Any earned or paid media campaigns for TV, radio, digital or social media that are part of a specific grant objective, using OTS grant funds, or designed and developed using contractual services by a subgrantee, requires prior approval. Please send to the OTS PIO at pio@ots.ca.gov for approval and copy your grant coordinator at least 3 business days prior to the scheduled release date.  Social media posts highlighting state or national traffic safety campaigns (Distracted Driving Month, Motorcycle Safety Awareness Month, etc.), enforcement operations (DUI checkpoints, etc.), or any other grant-related activity such as Bicycle rodeos, presentations, or events, are highly encouraged but do not require prior approval.  Submit a draft or rough-cut of all digital, printed, recorded or video material (brochures, posters, scripts, artwork, trailer graphics, digital graphics, social posts connected to an earned or paid media campaign grant objective) to the OTS PIO at pio@ots.ca.gov and copy your OTS Coordinator for approval prior to the production or duplication.  Use the following standard language in all press, media, and printed materials, space permitting: Funding for this program was provided by a grant from the California Office of Traffic Safety, through the National Highway Traffic Safety Administration.  Space permitting, include the OTS logo on all grant-funded print materials, graphics and paid or earned social media campaign grant objective; consult your OTS Coordinator for specifics, format-appropriate logos, or if space does not permit the use of the OTS logo. Page 106 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 6 of 17  Email the OTS PIO at pio@ots.ca.gov and copy your OTS Coordinator at least 21 days in advance, or when first confirmed, a short description of any significant grant-related traffic safety event or program, particularly events that are highly publicized beforehand with anticipated media coverage so OTS has sufficient notice to arrange for attendance and/or participation in the event. If unable to attend, email the OTS PIO and coordinator brief highlights and/or results, including any media coverage (broadcast, digital, print) of event within 7 days following significant grant- related event or program. Media and program highlights are to be reflected in QPRs.  Any press releases, work plans, scripts, storyboards, artwork, graphics, videos or any educational or informational materials that received PIO approval in a prior grant year needs to be resubmitted for approval in the current grant year.  Contact the OTS PIO or your OTS Coordinator for consultation when changes from any of the above requirements might be warranted. C. Phase 3 – Data Collection & Reporting (Throughout Grant Year) 1. Prepare and submit grant claim invoices (due January 30, April 30, July 30, and October 30) 2. Prepare and submit Quarterly Performance Reports (QPR) (due January 30, April 30, July 30, and October 30)  Collect and report quarterly, appropriate data that supports the progress of goals and objectives.  Provide a brief list of activity conducted, procurement of grant-funded items, and significant media activities. Include status of grant-funded personnel, status of contracts, challenges, or special accomplishments.  Provide a brief summary of quarterly accomplishments and explanations for objectives not completed or plans for upcoming activities.  Collect, analyze and report statistical data relating to the grant goals and objectives. 4. METHOD OF EVALUATION Using the data compiled during the grant, the Grant Director will complete the “Final Evaluation” section in the fourth/final Quarterly Performance Report (QPR). The Final Evaluation should provide a brief summary of the grant’s accomplishments, challenges and significant activities. This narrative should also include whether goals and objectives were met, exceeded, or an explanation of why objectives were not completed. 5. ADMINISTRATIVE SUPPORT This program has full administrative support, and every effort will be made to continue the grant activities after grant conclusion. Page 107 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 7 of 17 State of California – Office of Traffic Safety GRANT AGREEMENT Schedule B GRANT NUMBER PS24008 FUND NUMBER CATALOG NUMBER (CFDA) FUND DESCRIPTION TOTAL AMOUNT 402PS-24 20.600 State and Community Highway Safety $164,000.00 COST CATEGORY FUND NUMBER UNIT COST OR RATE UNITS TOTAL COST TO GRANT A. PERSONNEL COSTS Straight Time $0.00 Overtime $0.00 Category Sub-Total $0.00 B. TRAVEL EXPENSES $0.00 $0.00 Category Sub-Total $0.00 C. CONTRACTUAL SERVICES Pedestrian and Bicycle Safety Education Program - $161,500 402PS-24 $161,500.00 1 $161,500.00 Traffic Safety Fairs/Community Events 402PS-24 $0.00 5 $0.00 State and National Campaigns 402PS-24 $0.00 4 $0.00 Helmet Usage Surveys 402PS-24 $0.00 2 $0.00 Bike Rodeos 402PS-24 $0.00 4 $0.00 Walking Field Trips/Walk Audits 402PS-24 $0.00 8 $0.00 Safety-Oriented Presentations 402PS-24 $0.00 10 $0.00 Walk This Way and/or Share the Road Assemblies 402PS-24 $0.00 12 $0.00 Walk and Bike to School Days 402PS-24 $0.00 6 $0.00 Quick-Build Demonstration 402PS-24 $0.00 1 $0.00 Park(ing) Day 402PS-24 $0.00 1 $0.00 Category Sub-Total $161,500.00 D. EQUIPMENT $0.00 Category Sub-Total $0.00 E. OTHER DIRECT COSTS $0.00 Category Sub-Total $0.00 F. INDIRECT COSTS De Minimis 10% 402PS-24 1 $2,500.00 Category Sub-Total $2,500.00 GRANT TOTAL $164,000.00 Page 108 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 8 of 17 State of California – Office of Traffic Safety GRANT AGREEMENT Schedule B-1 GRANT NUMBER PS24008 BUDGET NARRATIVE PERSONNEL COSTS - TRAVEL EXPENSES - CONTRACTUAL SERVICES Pedestrian and Bicycle Safety Education Program - $161,500 - The Chula Vista Police Department will seek a contractor to assist with fulfilling the goals and objectives of this grant. Work rendered for the Pedestrian and Bicycle Safety Education Program will include the following expenses: fees to perform multiling ual services such as grant-funded virtual and on-bike traffic safety education courses, community outreach, bike rides, walks and traffic safety item distributions at community events. Prior to finalizing the subcontract, grantee will work with OTS to ensure the subcontract budget and all costs allowable. Upon execution of subcontract, grantee will provide a copy of the subcontract to OTS and will request a grant budget revision to include the associated costs of the subcontract in the grant budget as a prerequisite for claiming these costs. Traffic Safety Fairs/Community Events - The non-profit organization will participate in five (5) traffic safety fairs and/or community events. This may also include Open Streets events. Events will proactively engage youth, older adults, and persons with disabilities, to provide education on pedestrian, bicycle, and/or scooter safety. The non-profit organization will leverage existing partnerships with schools, community-based organizations, and other partners across the City of Chula Vista to identify relevant and appropriately diverse populations and locations in which to participate. Costs associated with this task include staff time, content development, in-person activities, printing, and incentives such safety guides, including OTS-branded materials, bike lights, or other ped/bike safety items. The objective is to speak with at least 30 people per event. Five (5) Traffic Safety Fair, Community, and/or Open Streets events x $2,500 each = $12,500 State and National Campaigns - Cost to include developing content for each of the four (4) OTS-approved bicycle and pedestrian safety campaigns. One deliverable will be associated with each campaign. This may include a press release, presentation, social media campaign, and/or participation or hosting an event in support of the respective campaign. The four (4) campaigns include: California Pedestrian Safety Month (September), National Bicycle Safety Month (May), National Walk to School Day (October), and National Pedestrian Safety Month (October). Activities conducted in support of the two (2) October campaigns will be coordinated to ensure that programming is complimentary but not redundant. Content developed for social media will be disseminated via the non-profit's multiple social media platforms, allowing messaging to have a wide range of prospective viewers. The posts as well as the number of views and reactions will be submitted as evidence with the respective invoice. Costs associated with this task include staff time, content development, any in-person activities, printing, and incentives such safety guides, including OTS-branded materials, bike lights, or other items for in-person activities. The objective is for at least 100 people to view social media posts and 15 people to attend in-person activities. Four (4) State and National Safety Campaign activities x $1,000 each = $4,000 Helmet Usage Surveys - The non-profit organization will lead a pre- and post-program helmet survey during the months of October (start of the grant) and September (end of the grant) at one (1) location within proximity to both a school and high-crash corridor. A pre-survey is required to determine the base year helmet use rate and the post-survey required to determine the operational rate. The location will be based on crash data and approved by CVPD and OTS prior to conducting. A bike safety assembly or educational module will be presented between surveys to assess the effects of education on helmet usage. The target audience will be high-school students as evidence suggests they are less likely to wear a helmet even if they have access to one than younger students. Costs associated with this task include staff time, crash analysis, Page 109 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 9 of 17 identification of the helmet survey location, pre- and post-observation, and a written/graphic summary no more than four (4) pages in length. Pre- and Post-Helmet Usage (2) Survey events x $1,500 each = $3,000 Bike Rodeos - The local non-profit will conduct four (4) bike rodeos at schools and/or community events to educate participants on rules of the road and allow them to practice evasive maneuvers and develop their riding skills in a safe, off-street type environment. Information will also be shared regarding use and safety considerations associated with an e-bike versus a fully manual bike. A certified League Cycling Instructor (LCI) on staff who will be leading these events. Costs associated with this task include staff time, program development, in-person activities, printing, and distribution of safety guides, including OTS-branded materials, bike lights, or other ped/bike safety items. The objective is for at least 20 people to participate in each rodeo. Four (4) Bike Rodeo events x $3,500 each = $14,000 Walking Field Trips/Walk Audits - The non-profit will analyze the most recent five-year crash data timeseries for the City of Chula Vista to identify high-crash and high-injury corridors. This data will be used to identify corridors for walking field trips to further evaluate potential root causes for such conditions. It may be appropriate to conduct walking field trips with students who attend schools along and within proximity to these corridors. This has been particularly effective as a way to engage the younger demographic in an active setting, hear from them about their needs and how they interact with the right-of-way, and educate them on safe user behavior. In addition to the walking field trips, the non-profit organization will prepare a two-page fact sheet after each walking field trip that includes maps of crash data and observed deficiencies and challenges that create unsafe and/or uncomfortable conditions, photos of observed conditions, and a brief summary. This information can be shared with school administrators and/or other community groups as well as City of Chula Vista staff who work to prioritize capital investment. Costs associated with this task include staff time, content development, route identification, mapping, printing of site visit materials, and incentives such safety guides, bike lights, or other items for participating students. The objective is for at least 10 people to attend each walking field trip. Eight (8) Walking Field Trip/Walk Audit events x $4,500 each = $36,000 Safety-Oriented Presentations - The non-profit organization will prepare content for, schedule, and conduct 10 presentations with different populations across the City of Chua Vista. This will include community groups, students, older adults, and the disabled community, among others. The non-profit will offer a variety of presentations to different audiences, allowing them to select the topics of most relevance to them. All presentations will be designed to encourage and support safe user behavior within the public right-of-way. Presentation types may include the ongoing Crash Not Accident campaign, mobility for older adults, and pedestrian and/or bike safety for kids, among others. 10 presentations are proposed in total. Of this, at least two (2) will be conducted with students, two (2) will be conducted with older adults and two (2) will be conducted with the disabilities community. Costs associated with this task include staff time, content development, and any printed material that accompanies the presentations. The objective is for between 10- 20 people to participate in each presentation. Ten (10) Safety-Oriented presentations x $2,000 each = $20,000 Walk This Way and/or Share the Road Assemblies - The non-profit organization will lead pedestrian and/or bicycle education safety assemblies at 12 elementary, middle, or high schools across the City of Chula Vista. It may be appropriate to pair an assembly with a helmet usage survey to further increase the benefit of this programming. The Walk This Way assemblies aim to educate elementary school students on the five steps to crossing the street safely while the Share the Road assemblies are designed for older students as they become more autonomous road users. The Share the Road assemblies address traffic safety from the perspective of all roadway users and educate students on the dangers of distracted driving. Information about the use and safety considerations when using an e-bike versus a fully manually bike will be included. Costs associated with this task include staff time, content development, school coordination, and incentives such safety guides, bike lights, or other items for participating students. The objective is for at least 20 students to attend each assembly, but this may vary by class. Twelve (12) Walk This Way and/or Share the Road assemblies x $2,000 each = $24,000 Walk and Bike to School Days - The non-profit organization will conduct Walk and Bike to School Day events at designated locations across the City of Chula Vista. These events encourage the participation of Page 110 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 10 of 17 both students and parents/guardians and is a fun way to leave the car at home and spend some active time together. Education and safety tips on all modes of active transportation will be provided to participants. Additional items may be purchased if approved by OTS. Items shall include a traffic safety message and if space is available the OTS logo. Costs associated with this task include staff time, content development, school coordination, and incentives such safety guides, bike lights, or other items for participating students. The objective is to engage at least 50 students during each event. Six (6) Walk and Bike to School Day events x $3,000 each = $18,000 Quick-Build Demonstration - The non-profit organization will coordinate with the City of Chula Vista to educate residents about traffic calming and safe street design through supporting the design and installation of a short-term quick-build infrastructure project. The non-profit organization will work with community leaders and organizations as well as City of Chula Vista staff to ensure that the demonstration project that is brought to the community is meaningful. The demonstration project may include temporary traffic calming treatments such as reducing travel lane widths, vertical speed management such as speed humps, horizontal speed management such as chicanes or curb extensions, and/or art installations in curb extensions or crosswalks to slow drivers. Artistic features also have an element of placemaking. The non- profit organization will work with the City of Chula Vista to obtain any necessary permits. Costs associated with this deliverable include staff time, content development, graphic design, permit preparation and fees, installation (and removal if required), printed materials, and materials needed for the installation itself. Depending on the permit type determined by the City, the installations will either be one day or longer term but still temporary. The number of people who would engage with the demonstrations would therefore vary. The objective is to reach at least 100 people during one-day demonstrations and significantly more if installed for a longer duration. One (1) Quick-Build Demonstration project X $20,000 = $20,000 Park(ing) Day - Park(ing) Day is a global, public participatory activity that has been taking place since 2005. It is an event that occurs in September and includes the temporary repurposing of an on-street parking space for other public use. This can include parklets with space for public safety messaging. The non-profit organization will propose participating in this global movement to showcase how our streets can be repurposed to provide better active transportation safety for local communities. The non-profit organization will develop pedestrian, bicycle, and/or scooter safety programming and activities that will serve as the framework for participation in Park(ing) Day. The non-profit organization will work with the City of Chula Vista to obtain any necessary permits. Costs associated with this deliverable include staff time, content development, graphic design of any printed material, permit preparation and fees, printing fees, and any other supplies and equipment that might be necessary to support the activities. The non-profit organization will identify a number of potentially high foot traffic areas to help inform the preferred location to maximize participation. The objective is to engage at least 50 people, depending on duration and approved location. One (1) Park(ing) Day project x $10,000 = $10,000 EQUIPMENT - OTHER DIRECT COSTS - INDIRECT COSTS De Minimis 10% - 10% de minimus up to the first $25,000 of each subaward. 2 CFR Part 200. STATEMENTS/DISCLAIMERS There will be no program income generated from this grant. Page 111 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 11 of 17 State of California – Office of Traffic Safety GRANT AGREEMENT Exhibit A GRANT NUMBER PS24008 Certifications and Assurances for Fiscal Year 2024 Highway Safety Grants (23 U.S.C. Chapter 4 or Section 1906, Public Law 109-59, as amended by Section 25024, Public Law 117-58) The officials named on the grant agreement, certify by way of signature on the grant agreement signature page, that the Grantee Agency complies with all applicable Federal statutes, regulations, and directives and State rules, guidelines, policies, and laws in effect with respect to the periods for which it receives grant funding. Applicable provisions include, but are not limited to, the following: GENERAL REQUIREMENTS The State will comply with applicable statutes and regulations, including but not limited to:  23 U.S.C. Chapter 4—Highway Safety Act of 1966, as amended;  Sec. 1906, Public Law 109-59, as amended by Sec. 25024, Public Law 117-58;  23 CFR part 1300—Uniform Procedures for State Highway Safety Grant Programs;  2 CFR part 200—Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards;  2 CFR part 1201—Department of Transportation, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards. NONDISCRIMINATION (applies to all subrecipients as well as States) The State highway safety agency [and its subrecipients] will comply with all Federal statutes and implementing regulations relating to nondiscrimination (“Federal Nondiscrimination Authorities”). These include but are not limited to:  Title VI of the Civil Rights Act of 1964 (42 U.S.C. 2000d et seq., 78 stat. 252), (prohibits discrimination on the basis of race, color, national origin);  49 CFR part 21 (entitled Non-discrimination in Federally-Assisted Programs of the Department of Transportation—Effectuation of Title VI of the Civil Rights Act of 1964);  28 CFR 50.3 (U.S. Department of Justice Guidelines for Enforcement of Title VI of the Civil Rights Act of 1964);  The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, (42 U.S.C. 4601), (prohibits unfair treatment of persons displaced or whose property has been acquired because of Federal or Federal-aid programs and projects);  Federal-Aid Highway Act of 1973, (23 U.S.C. 324 et seq.), and Title IX of the Education Amendments of 1972, as amended (20 U.S.C. 1681-1683 and 1685-1686) (prohibit discrimination on the basis of sex);  Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. 794 et seq.), as amended, (prohibits discrimination on the basis of disability) and 49 CFR part 27;  The Age Discrimination Act of 1975, as amended, (42 U.S.C. 6101 et seq.), (prohibits discrimination on the basis of age);  The Civil Rights Restoration Act of 1987, (Pub. L. 100-209), (broadens scope, coverage, and applicability of Title VI of the Civil Rights Act of 1964, The Age Discrimination Act of 1975 and Section 504 of the Rehabilitation Act of 1973, by expanding the definition of the terms “programs or activities” to include all of the programs or activities of the Federal aid recipients, subrecipients and contractors, whether such programs or activities are Federally- funded or not);  Titles II and III of the Americans with Disabilities Act (42 U.S.C. 12131-12189) (prohibits discrimination on the basis of disability in the operation of public entities, public and private transportation systems, places of public accommodation, and certain testing) and 49 CFR parts 37 and 38;  Executive Order 12898, Federal Actions to Address Environmental Justice in Minority Populations and Low- Income Populations (preventing discrimination against minority populations by discouraging programs, policies, and activities with disproportionately high and adverse human health or environmental effects on minority and low-income populations);  Executive Order 13166, Improving Access to Services for Persons with Limited English Proficiency (requiring that recipients of Federal financial assistance provide meaningful access for applicants and beneficiaries who have limited English proficiency (LEP));  Executive Order 13985, Advancing Racial Equity and Support for Underserved Communities through the Federal Government (advancing equity across the Federal Government); and  Executive Order 13988, Preventing and Combating Discrimination on the Basis of Gender Identity or Sexual Orientation (clarifying that sex discrimination includes discrimination on the grounds of gender identity or sexual orientation). Page 112 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 12 of 17 The preceding statutory and regulatory cites hereinafter are referred to as the “Acts” and “Regulations,” respectively. GENERAL ASSURANCES In accordance with the Acts, the Regulations, and other pertinent directives, circulars, policy, memoranda, and/or guidance, the Recipient hereby gives assurance that it will promptly take any measures necessary to ensure that: “No person in the United States shall, on the grounds of race, color, or national origin, be excluded from participation in, be denied the benefits of, or be otherwise subjected to discrimination under any program or activity, for which the Recipient receives Federal financial assistance from DOT, including NHTSA.” The Civil Rights Restoration Act of 1987 clarified the original intent of Congress, with respect to Title VI of the Civil Rights Act of 1964 and other non-discrimination requirements (the Age Discrimination Act of 1975, and Section 504 of the Rehabilitation Act of 1973), by restoring the broad, institutional-wide scope and coverage of these nondiscrimination statutes and requirements to include all programs and activities of the Recipient, so long as any portion of the program is Federally assisted. SPECIFIC ASSURANCES More specifically, and without limiting the above general Assurance, the Recipient agrees with and gives the following Assurances with respect to its Federally assisted Highway Safety Grant Program: 1. The Recipient agrees that each “activity,” “facility,” or “program,” as defined in 49 CFR part 21 will be (with regard to an “activity”) facilitated, or will be (with regard to a “facility”) operated, or will be (with regard to a “program”) conducted in compliance with all requirements imposed by, or pursuant to the Acts and the Regulations. 2. The Recipient will insert the following notification in all solicitations for bids, Requests For Proposals for work, or material subject to the Acts and the Regulations made in connection with all Highway Safety Grant Programs and, in adapted form, in all proposals for negotiated agreements regardless of funding source: “The [name of Recipient], in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 U.S.C 2000d to 2000d-4) and the Regulations, hereby notifies all bidders that it will affirmatively ensure that in any contract entered into pursuant to this advertisement, disadvantaged business enterprises will be afforded full and fair opportunity to submit bids in response to this invitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.” 3. The Recipient will insert the clauses of appendix A and E of this Assurance (also referred in every contract or agreement subject to the Acts and the Regulations. 4. The Recipient will insert the clauses of appendix B of DOT Order 1050.2A, as a covenant running with the land, in any deed from the United States effecting or recording a transfer of real property, structures, use, or improvements thereon or interest therein to a Recipient. 5. That where the Recipient receives Federal financial assistance to construct a facility, or part of a facility, the Assurance will extend to the entire facility and facilities operated in connection therewith. 6. That where the Recipient receives Federal financial assistance in the form of, or for the acquisition of, real property or an interest in real property, the Assurance will extend to rights to space on, over, or under such property. 7. That the Recipient will include the clauses set forth in appendix C and appendix D of this DOT Order 1050.2A, as a covenant running with the land, in any future deeds, leases, licenses, permits, or similar instruments entered into by the Recipient with other parties: a. for the subsequent transfer of real property acquired or improved under the applicable activity, project, or program; and b. for the construction or use of, or access to, space on, over, or under real property acquired or improved under the applicable activity, project, or program. 8. That this Assurance obligates the Recipient for the period during which Federal financial assistance is extended to the program, except where the Federal financial assistance is to provide, or is in the form of, personal property, or real property, or interest therein, or structures or improvements thereon, in which case the Assurance obligates the Recipient, or any transferee for the longer of the following periods: a. the period during which the property is used for a purpose for which the Federa l financial assistance is extended, or for another purpose involving the provision of similar services or benefits; or b. the period during which the Recipient retains ownership or possession of the property. 9. The Recipient will provide for such methods of administration for the program as are found by the Secretary of Transportation or the official to whom he/she delegates specific authority to give reasonable guarantee that it, other recipients, sub-recipients, sub- grantees, contractors, subcontractors, consultants, transferees, successors in interest, and other participants of Federal financial assistance under such program will comply with all requirements imposed or pursuant to the Acts, the Regulations, and this Assurance. 10. The Recipient agrees that the United States has a right to seek judicial enforcement with regard to any matter arising under the Acts, the Regulations, and this Assurance. Page 113 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 13 of 17 By signing this ASSURANCE, the State highway safety agency also agrees to comply (and require any sub -recipients, sub-grantees, contractors, successors, transferees, and/or assignees to comply) with all applicable provisions governing NHTSA's access to records, accounts, documents, information, facilities, and staff. You also recognize that you must comply with any program or compliance reviews, and/or complaint investigations conducted by NHTSA. You must keep records, reports, and submit the material for review upon request to NHTSA, or its designee in a timely, complete, and accurate way. Additionally, you must com ply with all other reporting, data collection, and evaluation requirements, as prescribed by law or detailed in program guidance. The State highway safety agency gives this ASSURANCE in consideration of and for obtaining any Federal grants, loans, contracts, agreements, property, and/or discounts, or other Federal-aid and Federal financial assistance extended after the date hereof to the recipients by the U.S. Department of Transportation under the Highway Safety Grant Program. This ASSURANCE is binding on the State highway safety agency, other recipients, sub -recipients, sub-grantees, contractors, subcontractors and their subcontractors', transferees, successors in interest, and any other participants in the Highway Safety Grant Program. The person(s) signing below is/are authorized to sign this ASSURANCE on behalf of the Recipient. THE DRUG-FREE WORKPLACE ACT OF 1988 (41 U.S.C. 8103) The Subgrantee will provide a drug-free workplace by: a. Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the grantee's workplace, and specifying the actions that will be taken against employees for violation of such prohibition; b. Establishing a drug-free awareness program to inform employees about: 1. The dangers of drug abuse in the workplace; 2. The grantee's policy of maintaining a drug-free workplace; 3. Any available drug counseling, rehabilitation, and employee assistance programs; 4. The penalties that may be imposed upon employees for drug violations occurring in the workplace; 5. Making it a requirement that each employee engaged in the performance of the grant be given a copy of the statement required by paragraph (a); c. Notifying the employee in the statement required by paragraph (a) that, as a condition of employment under the grant, the employee will— 1. Abide by the terms of the statement; 2. Notify the employer of any criminal drug statute conviction for a violation occurring in the workplace no later than five days after such conviction; d. Notifying the agency within ten days after receiving notice under subparagraph (c)(2) from an employee or otherwise receiving actual notice of such conviction; e. Taking one of the following actions, within 30 days of receiving notice under subparagraph (c)(2), with respect to any employee who is so convicted— 1. Taking appropriate personnel action against such an employee, up to and including termination; 2. Requiring such employee to participate satisfactorily in a drug abuse assistance or rehabilitation program approved for such purposes by a Federal, State, or local health, law enforcement, or other appropriate agency; f. Making a good faith effort to continue to maintain a drug-free workplace through implementation of all of the paragraphs above. POLITICAL ACTIVITY (HATCH ACT) (applies to all subrecipients as well as States) The State will comply with provisions of the Hatch Act (5 U.S.C. 1501-1508), which limits the political activities of employees whose principal employment activities are funded in whole or in part with Federal funds. CERTIFICATION REGARDING FEDERAL LOBBYING (applies to all subrecipients as well as States) CERTIFICATION FOR CONTRACTS, GRANTS, LOANS, AND COOPERATIVE AGREEMENTS The undersigned certifies, to the best of his or her knowledge and belief, that: 1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Fed eral loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement; Page 114 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 14 of 17 2. If any funds other than Federal appropriated funds have been pai d or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions; 3. The undersigned shall require that the language of this certification be included in the award documents for all sub-awards at all tiers (including subcontracts, subgrants, and contracts under grant, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. RESTRICTION ON STATE LOBBYING (applies to subrecipients as well as States) None of the funds under this program will be used for any activity specifically designed to urge or influence a State or local legislator to favor or oppose the adoption of any specific legislative proposal pending before any State or local legislative body. Such activities include both direct and indirect (e.g., “grassroots”) lobbying activities, with one exception. This does not preclude a State official whose salary is supported with NHTSA funds from engaging in direct communications with State or local legislative officials, in accordance with customary State practice, even if such communications urge legislative officials to favor or oppose the adoption of a specific pending legislative proposal. CERTIFICATION REGARDING DEBARMENT AND SUSPENSION (applies to all subrecipients as well as States) INSTRUCTIONS FOR PRIMARY TIER PARTICIPANT CERTIFICATION (STATES) 1. By signing and submitting this proposal, the prospective primary tier participant is providing the certification set out below and agrees to comply with the requirements of 2 CFR parts 180 and 1200. 2. The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective primary tier participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency's determination whether to enter into this transaction. However, failure of the prospective primary tier participant to furnish a certification or an explanation shall disqualify such person from participation in this transaction. 3. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default or may pursue suspension or debarment. 4. The prospective primary tier participant shall provide immediate written notice to the department or agency to which this proposal is submitted if at any time the prospective primary tier participant learns its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 5. The terms covered transaction, civil judgment, debarment, suspension, ineligible, participant, person, principal, and voluntarily excluded, as used in this clause, are defined in 2 CFR parts 180 and 1200. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of those regulations. 6. The prospective primary tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is proposed for debarment under 48 CFR part 9, subpart 9.4, debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction. 7. The prospective primary tier participant further agrees by submitting this proposal that it will include the clause titled “Instructions for Lower Tier Participant Certification” including the “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion—Lower Tier Covered Transaction,” provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions and will require lower tier participants to comply with 2 CFR parts 180 and 1200. 8. A participant in a covered transaction may rely upon a certification of a prospective par ticipant in a lower tier covered transaction that it is not proposed for debarment under 48 CFR part 9, subpart 9.4, debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant is responsible for ensuring that its principals are not suspended, debarred, or Page 115 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 15 of 17 otherwise ineligible to participate in covered transactions. To verify the eligibility of its principals, as well as the eligibility of any prospective lower tier participants, each participant may, but is not required to, check the System for Award Management Exclusions website (https://www.sam.gov/). 9. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 10. Except for transactions authorized under paragraph 6 of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is proposed for debarment under 48 CFR part 9, subpart 9.4, suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate the transaction for cause or default. CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS— PRIMARY TIER COVERED TRANSACTIONS 1. The prospective primary tier participant certifies to the best of its knowledge and belief, that it and its principals: a. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participating in covered transactions by any Federal department or agency; b. Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; c. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and d. Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State, or local) terminated for cause or default. 2. Where the prospective primary tier participant is unable to certify to any of the Statements in this certification, such prospective participant shall attach an explanation to this proposal. INSTRUCTIONS FOR LOWER TIER PARTICIPANT CERTIFICATION 1. By signing and submitting this proposal, the prospective lower tier participant is providing the certification set out below and agrees to comply with the requirements of 2 CFR parts 180 and 1200. 2. The certification in this clause is a material representation of fact upon which reliance w as placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension or debarment. 3. The prospective lower tier participant shall provide immediate written notice to the person to which this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 4. The terms covered transaction, civil judgment, debarment, suspension, ineligible, participant, person, principal, and voluntarily excluded, as used in this clause, are defined in 2 CFR parts 180 and 1200. You may contact the person to whom this proposal is submitted for assistance in obtaining a copy of those regulations. 5. The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is proposed for debarment under 48 CFR part 9, subpart 9.4, debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated. 6. The prospective lower tier participant further agrees by submitting this proposal that it will include the clause titled “Instructions for Lower Tier Participant Certification” including the “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion—Lower Tier Covered Transaction,” without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions and will require lower tier participants to comply with 2 CFR parts 180 and 1200. 7. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not proposed for debarment under 48 CFR part 9, subpart 9.4, debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant is responsible for ensuring that its principals are not suspended, debarred, or Page 116 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 16 of 17 otherwise ineligible to participate in covered transactions. To verify the eligibility of its prin cipals, as well as the eligibility of any prospective lower tier participants, each participant may, but is not required to, check the System for Award Management Exclusions website ( https://www.sam.gov/). 8. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 9. Except for transactions authorized under paragraph 5 of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is proposed for debarment under 48 CFR part 9, subpart 9.4, suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension or debarment. CERTIFICATION REGARDING DEBARMENT, SUSPENSION, INELIGIBILITY AND VOLUNTARY EXCLUSION— LOWER TIER COVERED TRANSACTIONS 1. The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participating in covered transactions by any Federal department or agency. 2. Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. BUY AMERICA (applies to subrecipients as well as States) The State and each subrecipient will comply with the Buy America requirement (23 U.S.C. 313) when purchasing items using Federal funds. Buy America requires a State, or subrecipient, to purchase with Federal funds only steel, iron and manufactured products produced in the United States, unless the Secretary of Transportation determines that such domestically produced items would be inconsistent with the public interest, that such materials are not reasonably available and of a satisfactory quality, or that inclusion of domestic materials will increase the cost of the overall projec t contract by more than 25 percent. In order to use Federal funds to purchase foreign produced items, the State must submit a waiver request that provides an adequate basis and justification for approval by the Secretary of Transportation. CERTIFICATION ON CONFLICT OF INTEREST (applies to subrecipients as well as States) GENERAL REQUIREMENTS No employee, officer, or agent of a State or its subrecipient who is authorized in an official capacity to negotiate, make, accept, or approve, or to take part in negotiating, making, accepting, or approving any subaward, including contracts or subcontracts, in connection with this grant shall have, directly or indirectly, any financial or personal interest in any suc h subaward. Such a financial or personal interest would arise when the employee, officer, or agent, any member of his or her immediate family, his or her partner, or an organization which employs or is about to employ any of the parties indicated herein, has a financial or personal interest in or a tangible personal benefit from an entity considered for a subaward. Based on this policy: 1. The recipient shall maintain a written code or standards of conduct that provide for disciplinary actions to be applied for violations of such standards by officers, employees, or agents. a. The code or standards shall provide that the recipient's officers, employees, or agents may neither solicit nor accept gratuities, favors, or anything of monetary value from present or potential subawardees, including contractors or parties to subcontracts. b. The code or standards shall establish penalties, sanctions, or other disciplinary actions for violations, as permitted by State or local law or regulations. 2. The recipient shall maintain responsibility to enforce the requirements of the written code or standards of conduct. Page 117 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9/20/2023 4:40:20 PM Page 17 of 17 DISCLOSURE REQUIREMENTS No State or its subrecipient, including its officers, employees, or agents, shall perform or continue to perform under a grant or cooperative agreement, whose objectivity may be impaired because of any related past, present, or currently planned interest, financial or otherwise, in organizations regulated by NHTSA or in organizations whose interests may be substantially affected by NHTSA activities. Based on this policy: 1. The recipient shall disclose any conflict of interest identified as soon as reasonably possible, making an immediate and full disclosure in writing to NHTSA. The disclosure shall include a description of the action which the recipient has taken or proposes to take to avoid or mitigate such conflict. 2. NHTSA will review the disclosure and may require additional relevant information from the recipient. If a conflict of interest is found to exist, NHTSA may (a) terminate the award, or (b) determine that it is otherwise in the best interest of NHTSA to continue the award and include appropriate provisions to mitigate or avoid such conflict. 3. Conflicts of interest that require disclosure include all past, present, or currently planned organizational, financial, contractual, or other interest(s) with an organization regulated by NHTSA or with an organization whose interests may be substantially affected by NHTSA activities, and which are related to this award. The interest(s) that require disclosure include those of any recipient, affiliate, proposed consultant, proposed subcontractor, and key personnel of any of the above. Past interest shall be limited to within one year of the date of award. Key personnel shall include any person owning more than a 20 percent interest in a recipient, and the officers, employees or agents of a recipient who are responsible for making a decision or taking an action under an award where the decision or action can have an economic or other impact on the interests of a regulated or affected organization. PROHIBITION ON USING GRANT FUNDS TO CHECK FOR HELMET USAGE (applies to all subrecipients as well as States) The State and each subrecipient will not use 23 U.S.C. Chapter 4 grant funds for programs to check helmet usage or to create checkpoints that specifically target motorcyclists. POLICY ON SEAT BELT USE In accordance with Executive Order 13043, Increasing Seat Belt Use in the United States, dated April 16, 1997, the Grantee is encouraged to adopt and enforce on-the-job seat belt use policies and programs for its employees when operating company-owned, rented, or personally-owned vehicles. The National Highway Traffic Safety Administration (NHTSA) is responsible for providing leadership and guidance in support of this Presidential initiative. For information and resources on traffic safety programs and policies for employers, please contact the Network of Employers for Traffic Safety (NETS), a public-private partnership dedicated to improving the traffic safety practices of employers and employees. You can download information on seat belt programs, costs of motor vehicle crashes to employers, and other traffic safety initiatives at www.trafficsafety.org. The NHTSA website (www.nhtsa.gov) also provides information on statistics, campaigns, and program evaluations and references. POLICY ON BANNING TEXT MESSAGING WHILE DRIVING In accordance with Executive Order 13513, Federal Leadership On Reducing Text Mes saging While Driving, and DOT Order 3902.10, Text Messaging While Driving, States are encouraged to adopt and enforce workplace safety policies to decrease crashes caused by distracted driving, including policies to ban text messaging while driving company- owned or rented vehicles, Government-owned, leased or rented vehicles, or privately-owned vehicles when on official Government business or when performing any work on or behalf of the Government. States are also encouraged to conduct workplace safety initiatives in a manner commensurate with the size of the business, such as establishment of new rules and programs or re-evaluation of existing programs to prohibit text messaging while driving, and education, awareness, and other outreach to employees about the safety risks associated with texting while driving. Page 118 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 1 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 CITY OF CHULA VISTA CONTRACTOR/SERVICE PROVIDER SERVICES AGREEMENT WITH WALKSANDIEGO TO PROVIDE ADMINISTER THE PEDESTRIAN AND BICYCLE SAFETY PROGRAM FUNDED BY THE CALIFORNIA OFFICE OF TRAFFIC SAFETY This Agreement is entered into effective as of October 1, 2023 (“Effective Date”) by and between the City of Chula Vista, a chartered municipal corporation (“City”) and WALKSANDIEGO, a California nonprofit public benefit corporation doing business as Circulate San Diego (“Contractor/Service Provider”) (collectively, the “Parties” and, individually, a “Party”) with reference to the following facts: RECITALS WHEREAS, the Police Department has been awarded $164,000 grant funding from the California Office of Traffic Safety for the Pedestrian and Bicycle Safety Program; and WHEREAS, throughout the one-year grant period of October 1, 2023 to September 30, 2024, the Police Department will coordinate with Contracator/Service Provider to assist with fulfilling the goals of the grant; and WHEREAS, this Agreement was negotiated on the basis of Contractor/Service Provider’s demonstrated competence and qualifications for the services to be provided, pursuant to Chula Vista Municipal Code section 2.56.110 (A) (1); and WHEREAS, in order to procure these services, Contractor/Service Provider was chosen based on their unique knowledge, skills and ability not available from other sources; on this basis, Contractor/Service Provider was awarded the contract on a “single/sole source” basis under the authority of Chula Vista Municipal Code sections 2.56.110 (H) (3) and 2.56.070 (B) (2); and WHEREAS, Contractor/Service Provider warrants and represents that it is experienced and staffed in a manner such that it can deliver the services required of Contractor/Service Provider to City in accordance with the time frames and the terms and conditions of this Agreement. [End of Recitals. Next Page Starts Obligatory Provisions.] Page 119 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 OBLIGATORY PROVISIONS NOW, THEREFORE, in consideration of the above recitals, the covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which the Parties hereby acknowledge, City and Contractor/Service Provider hereby agree as follows: 1. SERVICES 1.1 Required Services. Contractor/Service Provider agrees to perform the services, and deliver to City the “Deliverables” (if any) described in the attached Exhibit A, incorporated into the Agreement by this reference, within the time frames set forth therein, time being of the essence for this Agreement. The services and/or Deliverables described in Exhibit A shall be referred to herein as the “Required Services.” 1.2 Reductions in Scope of Work. City may independently, or upon request from Contractor/Service Provider, from time to time, reduce the Required Services to be performed by the Contractor/Service Provider under this Agreement. Upon doing so, City and Contractor/Service Provider agree to meet and confer in good faith for the purpose of negotiating a corresponding reduction in the compensation associated with the reduction. 1.3 Additional Services. Subject to compliance with the City’s Charter, codes, policies, procedures and ordinances governing procurement and purchasing authority, City may request Contractor/Service Provider provide additional services related to the Required Services (“Additional Services”). If so, City and Contractor/Service Provider agree to meet and confer in good faith for the purpose of negotiating an amendment to Exhibit A, to add the Additional Services. Unless otherwise agreed, compensation for the Additional Services shall be charged and paid consistent with the rates and terms already provided t herein. Once added to Exhibit A, “Additional Services” shall also become “Required Services” for purposes of this Agreement. 1.4 Standard of Care. Contractor/Service Provider expressly warrants and agrees that any and all Required Services hereunder shall be performed in accordance with the highest standard of care exercised by members of the profession currently practicing under similar conditions and in similar locations. 1.5 No Waiver of Standard of Care. Where approval by City is required, it is understood to be conceptual approval only and does not relieve the Contractor/Service Provider of responsibility for complying with all laws, codes, industry standards, and liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of the Contractor/Service Provider or its subcontractors. 1.6 Security for Performance. In the event that Exhibit A Section 5 indicates the need for Contractor/Service Provider to provide additional security for performance of its duties under this Agreement, Contractor/Service Provider shall provide such additional security prior to commencement of its Required Services in the form and on the terms prescribed on Exhibit A, or as otherwise prescribed by the City Attorney. 1.7 Compliance with Laws. In its performance of the Required Services, Contractor/Service Provider shall comply with any and all applicable federal, state and local laws, including the Chula Vista Municipal Code. 1.8 Business License. Prior to commencement of work, Contractor/Service Provider shall obtain a business license from City. Page 120 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 3 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 1.9 Subcontractors. Prior to commencement of any work, Contractor/Service Provider shall submit for City’s information and approval a list of any and all subcontractors to be used by Contractor/Service Provider in the performance of the Required Services. Contractor/Service Provider agrees to take appropriate measures necessary to ensure that all subcontractors and personnel utilized by the Contractor/Service Provider to complete its obligations under this Agreement comply with all applicable laws, regulations, ordinances, and policies, whether federal, state, or local. In addition, if any subcontractor is expected to fulfill any responsibilities of the Contractor/Service Provider under this Agreement, Contractor/Service Provider shall ensure that each and every subcontractor carries out the Contractor/Service Provider’s responsibilities as set forth in this Agreement. 1.10 Term. This Agreement shall commence on the earlier to occur of the Effective Date or Contractor/Service Provider’s commencement of the Required Services hereunder, and shall terminate, subject to Sections 6.1 and 6.2 of this Agreement, when the Parties have complied with all their obligations hereunder; provided, however, provisions which expressly survive termination shall remain in effect. 2. COMPENSATION 2.1 General. For satisfactory performance of the Required Services, City agrees to compensate Contractor/Service Provider in the amount(s) and on the terms set forth in Exhibit A, Section 4. Standard terms for billing and payment are set forth in this Section 2. 2.2 Detailed Invoicing. Contractor/Service Provider agrees to provide City with a detailed invoice for services performed each month, within thirty (30) days of the end of the month in which the services were performed, unless otherwise specified in Exhibit A. Invoicing shall begin on the first of the month following the Effective Date of the Agreement. All charges must be presented in a line item format with each task separately explained in reasonable detail. Each invoice shall include the current monthly amount being billed, the amount invoiced to date, and the remaining amount available under any approved budget. Contractor/Service Provider must obtain prior written authorization from City for any fees or expenses that exceed the estimated budget. 2.3 Payment to Contractor/Service Provider. Upon receipt of a properly prepared invoice and confirmation that the Required Services detailed in the invoice have been satisfactorily performed, City shall pay Contractor/Service Provider for the invoice amount within thirty (30) days. Payment shall be made i n accordance with the terms and conditions set forth in Exhibit A and section 2.4, below. At City’s discretion, invoices not timely submitted may be subject to a penalty of up to five percent (5%) of the amount invoiced. 2.4 Retention Policy. City shall retain ten percent (10%) of the amount due for Required Services detailed on each invoice (the “holdback amount”). Upon City review and determination of Project Completion, the holdback amount will be issued to Contractor/Service Provider. 2.5 Reimbursement of Costs. City may reimburse Contractor/Service Provider’s out-of-pocket costs incurred by Contractor/Service Provider in the performance of the Required Services if negotiated in advance and included in Exhibit A. Unless specifically provided in Exhibit A, Contractor/Service Provider shall be responsible for any and all out-of-pocket costs incurred by Contractor/Service Provider in the performance of the Required Services. 2.6 Exclusions. City shall not be responsible for payment to Contractor/Service Provider for any fees or costs in excess of any agreed upon budget, rate or other maximum amount(s) provided for in Exhibit A. City Page 121 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 4 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 shall also not be responsible for any cost: (a) incurred prior to the Effective Date; or (b) arising out of or related to the errors, omissions, negligence or acts of willful misconduct of Contractor/Service Provider, its agents, employees, or subcontractors. 2.7 Payment Not Final Approval. Contractor/Service Provider understands and agrees that payment to the Contractor/Service Provider or reimbursement for any Contractor/Service Provider costs related to the performance of Required Services does not constitute a City final decision regarding whether such payment or cost reimbursement is allowable and eligible for payment under this Agreement, nor does it constitute a waiver of any violation by Contractor/Service Provider of the terms of this Agreement. If City determines that Contractor/Service Provider is not entitled to receive any amount of compensation already paid, City will notify Contractor/Service Provider in writing and Contractor/Service Provider shall promptly return such amount. 3. INSURANCE 3.1 Required Insurance. Contractor/Service Provider must procure and maintain, during the period of performance of Required Services under this Agreement, and for twelve months after completion of Required Services, the policies of insurance described on the attached Exhibit B, incorporated into the Agreem ent by this reference (the “Required Insurance”). The Required Insurance shall also comply with all other terms of this Section. 3.2 Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions relating to the Required Insurance must be disclosed to and approved by City in advance of the commencement of work. 3.3 Standards for Insurers. Required Insurance must be placed with licensed insurers admitted to transact business in the State of California with a current A.M. Best’s rating of A V or better, or, if insurance is placed with a surplus lines insurer, insurer must be listed on the State of California List of Eligible Surplus Lines Insurers (LESLI) with a current A.M. Best’s rating of no less than A X. For Workers’ Compen sation Insurance, insurance issued by the State Compensation Fund is also acceptable. 3.4 Subcontractors. Contractor/Service Provider must include all sub-Contractor/Service Providers/sub- contractors as insureds under its policies and/or furnish separate certificates and endorsements demonstrating separate coverage for those not under its policies. Any separate coverage for sub-Contractor/Service Providers must also comply with the terms of this Agreement. 3.5 Additional Insureds. City, its officers, officials, employees, agents, and volunteers must be named as additional insureds with respect to any policy of general liability, automobile, or pollution insurance specified as required in Exhibit B or as may otherwise be specified by City’s Risk Manager.. The general liability additional insured coverage must be provided in the form of an endorsement to the Contractor/Service Provider’s insurance using ISO CG 2010 (11/85) or its equivalent; such endorsement must not exclude Products/Completed Operations coverage. 3.6 General Liability Coverage to be “Primary.” Contractor/Service Provider’s general liability coverage must be primary insurance as it pertains to the City, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers is wholly separate from the insurance provided by Contractor/Service Provider and in no way relieves Contractor/Service Provider from its responsibility to provide insurance. Page 122 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 5 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 3.7 No Cancellation. No Required Insurance policy may be canceled by either Party during the required insured period under this Agreement, except after thirty days’ prior written notice to the City by certified mail, return receipt requested. Prior to the effective date of any such cancellation Contractor/Service Provider must procure and put into effect equivalent coverage(s). 3.8 Waiver of Subrogation. Contractor/Service Provider’s insurer(s) will provide a Waiver of Subrogation in favor of the City for each Required Insurance policy under this Agreement. In addition, Contractor/Service Provider waives any right it may have or may obtain to subrogation for a claim against City. 3.9 Verification of Coverage. Prior to commencement of any work, Contractor/Service Provider shall furnish City with original certificates of insurance and any amendatory endorsements necessary to demonstrate to City that Contractor/Service Provider has obtained the Required Insurance in compliance with the terms of this Agreement. The words “will endeavor” and “but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its agents, or representatives” or any similar language must be deleted from all certificates. The required certificates and endorsements should otherwise be on industry standard forms. The City reserves the right to require, at any time, complete, certified copies of all required insurance policies, including endorsements evidencing the coverage required by these specifications. 3.10 Claims Made Policy Requirements. If General Liability, Pollution and/or Asbestos Pollution Liability and/or Errors & Omissions coverage are required and are provided on a claims -made form, the following requirements also apply: a. The “Retro Date” must be shown, and must be before the date of this Agreement or the beginning of the work required by this Agreement. b. Insurance must be maintained, and evidence of insurance must be provided, for at least five (5) years after completion of the work required by this Agreement. c. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a “Retro Date” prior to the effective date of this Agreement, the Contractor/Service Provider must purchase “extended reporting” coverage for a minimum of five (5) years after completion of the work required by this Agreement. d. A copy of the claims reporting requirements must be submitted to the City for review. 3.11 Not a Limitation of Other Obligations. Insurance provisions under this section shall not be construed to limit the Contractor/Service Provider’s obligations under this Agreement, including Indemnity. 3.12 Additional Coverage. To the extent that insurance coverage provided by Contractor/Service Provider maintains higher limits than the minimums appearing in Exhibit B, City requires and shall be entitled to coverage for higher limits maintained. Page 123 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 6 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 4. INDEMNIFICATION 4.1. General. To the maximum extent allowed by law, Contractor/Service Provider shall timely and fully protect, defend, reimburse, indemnify and hold harmless City, its elected and appointed officers, agents, employees and volunteers (collectively, “Indemnified Parties”), from and against any and all claims, demands, causes of action, costs, expenses, (including reasonable attorneys’ fees and court costs), liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any mann er arising out of or incident to any alleged acts, omissions, negligence, or willful misconduct of Contractor/Service Provider, its officials, officers, employees, agents, and contractors, arising out of or in connection with the performance of the Required Services, the results of such performance, or this Agreement. This indemnity provision does not include any claims, damages, liability, costs and expenses arising from the sole negligence or willful misconduct of the Indemnified Parties. Also covered is liability arising from, connected with, caused by or claimed to be caused by the active or passive negligent acts or omissions of the Indemnified Parties which may be in combination with the active or passive negligent acts or omissions of the Contractor/Service Provider, its employees, agents or officers, or any third party. 4.2. Modified Indemnity Where Agreement Involves Design Professional Services. Notwithstanding the forgoing, if the services provided under this Agreement are design professional services, as defined by California Civil Code section 2782.8, as may be amended from time to time, the defense and indemnity obligation under Section 1, above, shall be limited to the extent required by California Civil Code section 2782.8. 4.3 Costs of Defense and Award. Included in Contractor/Service Provider’s obligations under this Section 4 is Contractor/Service Provider’s obligation to defend, at Contractor/Service Provider’s own cost, expense and risk, and with counsel approved in writing by City, any and all suits, actions or other legal proceedings that may be brought or instituted against one or more of the Indemnified Parties. Subject to the limitations in this Section 4, Contractor/Service Provider shall pay and satisfy any judgment, award or decree that may be rendered against one or more of the Indemnified Parties for any and all related legal expenses and costs incurred by any of them. 4.4. Contractor/Service Provider’s Obligations Not Limited or Modified. Contractor/Service Provider’s obligations under this Section 4 shall not be limited to insurance proceeds, if any, received by the Indemnified Parties, or by any prior or subsequent declaration by the Contractor/Service Provider. Furthermore, Contractor/Service Provider’s obligations under this Section 4 shall in no way limit, modify or excuse any of Contractor/Service Provider’s other obligations or duties under this Agreement. 4.5. Enforcement Costs. Contractor/Service Provider agrees to pay any and all costs and fees City incurs in enforcing Contractor/Service Provider’s obligations under this Section 4. 4.6 Survival. Contractor/Service Provider’s obligations under this Section 4 shall survive the termination of this Agreement. 5. FINANCIAL INTERESTS OF CONTRACTOR/SERVICE PROVIDER. 5.1 Form 700 Filing. The California Political Reform Act and the Chula Vista Conflict of Interest Code require certain government officials and Contractor/Service Providers performing work for government agencies to publicly disclose certain of their personal assets and income using a Statement of Economic Interests form (Form 700). In order to assure compliance with these requirements, Contractor/Service Page 124 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 7 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 Provider shall comply with the disclosure requirements identified in the attached Exhibit C, incorporated into the Agreement by this reference. 5.2 Disclosures; Prohibited Interests. Independent of whether Contractor/Service Provider is required to file a Form 700, Contractor/Service Provider warrants and represents that it has disclosed to City any economic interests held by Contractor/Service Provider, or its employees or subcontractors who will be performing the Required Services, in any real property or project which is the subject of this Agreement. Contractor/Service Provider warrants and represents that it has not employed or retained any company or person, other than a bona fide employee or approved subcontractor working solely for Contractor/Service Provider, to solicit or secure this Agreement. Further, Contractor/Service Provider warrants and represents that it has not paid or agreed to pay any company or person, other than a bona fide employee or approved subcontractor working solely for Contractor/Service Provider, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Contractor/Service Provider further warrants and represents that no officer or employee of City, has any interest, whether contractual, non-contractual, financial or otherwise, in this transaction, the proceeds hereof, or in the business of Contractor/Service Provider or Contractor/Service Provider’s subcontractors. Contractor/Service Provider further agrees to notify City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement. For breach or violation of any of these warranties, City shall have the right to rescind this Agreement without liability. 6. REMEDIES 6.1 Termination for Cause. If for any reason whatsoever Contractor/Service Provider shall fail to perform the Required Services under this Agreement, in a proper or timely manner, or if Contractor/Service Provider shall violate any of the other covenants, agreements or conditions of this Agreement (each a “Default”), in addition to any and all other rights and remedies City may have under this Agreement, at law or in equity, City shall have the right to terminate this Agreement by giving five (5) days written notice to Contractor/Service Provider. Such notice shall identify the Default and the Agreement termination date. If Contractor/Service Provider notifies City of its intent to cure such Default prior to City’s specified termination date, and City agrees that the specified Default is capable of being cured, City may grant Contractor/Service Provider up to ten (10) additional days after the designated termination date to effectuate such cure. In the event of a termination under this Section 6.1, Contractor/Service Provider shall immediately provide City any and all ”Work Product” (defined in Section 7 below) prepared by Contractor/Service Provider as part of the Required Services. Such Work Product shall be Cit y’s sole and exclusive property as provided in Section 7 hereof. Contractor/Service Provider may be entitled to compensation for work satisfactorily performed prior to Contractor/Service Provider’s receipt of the Default notice; provided, however, in no event shall such compensation exceed the amount that would have been payable under this Agreement for such work, and any such compensation shall be reduced by any costs incurred or projected to be incurred by City as a result of the Default. 6.2 Termination or Suspension for Convenience of City. City may suspend or terminate this Agreement, or any portion of the Required Services, at any time and for any reason, with or without cause, by giving specific written notice to Contractor/Service Provider of such termination or suspension at least fifteen (15) days prior to the effective date thereof. Upon receipt of such notice, Contractor/Service Provider shall immediately cease all work under the Agreement and promptly deliver all “Work Product” (defined in Section 7 below) to City. Such Work Product shall be City's sole and exclusive property as provided in Section 7 hereof. Contractor/Service Provider shall be entitled to receive just and equitable compensation for this Work Product in an amount equal to the amount due and payable under this Agreement for work satisfactorily Page 125 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 8 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 performed as of the date of the termination/suspension notice plus any additional remaining Required Services requested or approved by City in advance that would maximize City’s value under the Agreement. 6.3 Waiver of Claims. In the event City terminates the Agreement in accordance with the terms of this Section, Contractor/Service Provider hereby expressly waives any and all claims for damages or compensation as a result of such termination except as expressly provided in this Section 6. 6.4 Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising out of this Agreement against City unless a claim has first been presented in writing and fil ed with City and acted upon by City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, as same may be amended, the provisions of which, including such policies and procedures used by City in the implementation of same, are incorporated herein by this reference. Upon request by City, Contractor/Service Provider shall meet and confer in good faith with City for the purpose of resolving any dispute over the terms of this Agreement. 6.5 Governing Law/Venue. This Agreement shall be governed by and construed in accordance with the laws of the State of California. Any action arising under or relating to this Agreement shall be brought only in San Diego County, State of California. 6.6 Service of Process. Contractor/Service Provider agrees that it is subject to personal jurisdiction in California. If Contractor/Service Provider is a foreign corporation, limited liability company, or partnership that is not registered with the California Secretary of State, Contractor/Service Provider irrevocably consents to service of process on Contractor/Service Provider by first class mail directed to the individual and address listed under “For Legal Notice,” in section 1.B. of Exhibit A to this Agreement, and that such service shall be effective five days after mailing. 7. OWNERSHIP AND USE OF WORK PRODUCT All reports, studies, information, data, statistics, forms, designs, plans, procedures, systems and any other materials or properties produced in whole or in part under this Agreement in connection with the performance of the Required Services (collectivel y “Work Product”) shall be the sole and exclusive property of City. No such Work Product shall be subject to private use, copyrights or patent rights by Contractor/Service Provider in the United States or in any other country without the express, prior written consent of City. City shall have unrestricted authority to publish, disclose, distribute, and otherwise use, copyright or patent, in whole or in part, any such Work Product, without requiring any permission of Contractor/Service Provider, except as may be limited by the provisions of the Public Records Act or expressly prohibited by other applicable laws. With respect to computer files containing data generated as Work Product, Contractor/Service Provider shall make available to City, upon reasonable written request by City, the necessary functional computer software and hardware for purposes of accessing, compiling, transferring and printing computer files. 8. GENERAL PROVISIONS 8.1 Amendment. This Agreement may be amended, but only in writing signed by both Parties. 8.2 Assignment. City would not have entered into this Agreement but for Contractor/Service Provider’s unique qualifications and traits. Contractor/Service Provider shall not assign any of its rights or responsibilities under this Agreement, nor any part hereof, without City’s prior written consent, which City may grant, condition or deny in its sole discretion. Page 126 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 8.3 Authority. The person(s) executing this Agreement for Contractor/Service Provider warrants and represents that they have the authority to execute same on behalf of Contractor/Service Provider and to bind Contractor/Service Provider to its obligations hereunder without any further action or direction from Contractor/Service Provider or any board, principle or officer thereof. 8.4 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original, but all of which shall constitute one Agreement after each Party has signed such a counterpart. 8.5 Entire Agreement. This Agreement together with all exhibits attached hereto and other agreements expressly referred to herein, constitutes the entire Agreement between the Parties with respect to the subject matter contained herein. All exhibits referenced herein shall be attached hereto and are incorporated herein by reference. All prior or contemporaneous agreements, understandings, representations, warranties and statements, oral or written, are superseded. 8.6 Record Retention. During the course of the Agreement and for three (3) years following completion of the Required Services, Contractor/Service Provider agrees to maintain, intact and readily accessible, all data, documents, reports, records, contracts, and supporting materials relating to the performance of the Agreement, including accounting for costs and expenses charged to City, including such records in the possession of sub-contractors/sub-Contractor/Service Providers. 8.7 Further Assurances. The Parties agree to perform such further acts and to execute and deliver such additional documents and instruments as may be reasonably required in order to carry out the provisions of this Agreement and the intentions of the Parties. 8.8 Independent Contractor. Contractor/Service Provider is and shall at all times remain as to City a wholly independent contractor. Neither City nor any of its officers, employees, agents or volunteers shall have control over the conduct of Contractor/Service Provider or any of Contractor/Service Provider’s officers, employees, or agents (“Contractor/Service Provider Related Individuals”), except as set forth in this Agreement. No Contractor/Service Provider Related Individuals shall be deemed employees of City, and none of them shall be entitled to any benefits to which City employees are entitled, including but not limited to, overtime, retirement benefits, worker's compensation benefits, injury leave or other leave benefits. Furthermore, City will not withhold state or federal income tax, social security tax or any other payroll tax with respect to any Contractor/Service Provider Related Individuals; instead, Contractor/Service Provider shall be solely responsible for the payment of same and shall hold the City harmless with respect to same. Contractor/Service Provider shall not at any time or in any manner represent that it or any of its Contractor/Service Provider Related Individuals are employees or agents of City. Contractor/Service Provider shall not incur or have the power to incur any debt, obligation or liability whatsoever against City, or bind City in any manner. 8.9 Notices. All notices, demands or requests provided for or permitted to be given pursuant to this Agreement must be in writing. All notices, demands and requests to be sent to any Party shall be deemed to have been properly given or served if personally served or deposited in the United States mail, addressed to such Party, postage prepaid, registered or certified, with return receipt requested, at the add resses identified in this Agreement at the places of business for each of the designated Parties as indicated in Exhibit A, or otherwise provided in writing. 8.10 Electronic Signatures. Each Party agrees that the electronic signatures, whether digital or encrypted, of the Parties included in this Agreement are intended to authenticate this writing and to have the same force and effect as manual signatures. Electronic Signature means any electronic sound, symbol, or process attached Page 127 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 10 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 to or logically associated with a record and executed and adopted by a Party with the intent to sign such record, including facsimile or email electronic signatures, pursuant to the California Uniform Electronic Transactions Act (Cal. Civ. Code §§ 1633.1 to 1633.17) as amended from time to time. (End of page. Next page is signature page.) Page 128 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 11 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 SIGNATURE PAGE CONTRACTOR/SERVICE PROVIDER SERVICES AGREEMENT IN WITNESS WHEREOF, by executing this Agreement where indicated below, City and Contractor/Service Provider agree that they have read and understood all terms and conditions of the Agreement, that they fully agree and consent to bound by same, and that they are freely entering into this Agreement as of the Effective Date. WALKSANDIEGO CITY OF CHULA VISTA BY:________________________________ BY: ________________________________ JEREMY BLOOM JOHN MCCANN CHIEF OPERATING AND DEVELOPMENT OFFICER MAYOR ATTEST BY: ________________________________ Kerry K. Bigelow, MMC City Clerk APPROVED AS TO FORM BY: _______________________________ Jill D.S. Maland Lounsbery Ferguson Altona & Peak Acting City Attorney Page 129 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 12 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 EXHIBIT A SCOPE OF WORK AND PAYMENT TERMS 1. Contact People for Contract Administration and Legal Notice A. City Contract Administration: Jonathan Alegre, Police Administrative Services Administrator Chula Vista Police Department 315 Fourth Avenue, Chula Vista, CA 91910 (619) 476-2570 jalegre@chulavistapd.org For Legal Notice Copy to: City of Chula Vista City Attorney 276 Fourth Avenue, Chula Vista, CA 91910 619-691-5037 CityAttorney@chulavistaca.gov B. Contractor/Service Provider Contract Administration: WALKSANDIEGO 233 A Street, Suite 2016, San Diego, CA 92101 (619) 841-2258 jbloom@circulatesd.org For Legal Notice Copy to: Jeremy Bloom, Chief Operating and Development Officer, same as above 2. Required Services A. General Description: Contractor/Service Provider Walk San Diego doing business as Circulate San Diego administer the Pedestrian and Bicycle Safety Program funded by California Office of Traffic Safety Grant # PS24008. B. Detailed Description: Contractor/Service Provider Walk San Diego doing business as Circulate San Diego will meet the following objectives: Objectives: 1. Participate in five (5) traffic safety fairs and/or community events with an effort to reach individuals. 2. Participate in the following campaigns: National Walk to School Day, National Bicycle Safety Month, California's Pedestrian Safety Month and National Pedestrian Safety Month. 3. Distribute pedestrian/bicycle safety items at no cost to youth or community members in need, during bicycle rodeos, presentations, workshops, trainings, and community events to increase safety and visibility. Page 130 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 13 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 4. Conduct pre and post-grant activities bicycle helmet usage surveys during the months of October (start of the grant) and September (end of the grant). A pre-survey will be required to determine the base year helmet use rate and a post-survey will be required to determine the operational rate. 5. Conduct four (4) bicycle rodeos with an effort to reach individuals. 6. Conduct eight (8) community engaged bicycle and/or walk audits at locations identified to have a high incidence of pedestrian and/or bicycle fatal or serious injury traffic crashes or "near misses". 7. Conduct ten (10) Safety-Oriented Presentations for a minimum of 10 participants per presentation with at least 2 conducted for students, 2 for older adults, and 2 for the disability community to offer training and support for safe user behavior on a variety of active transportation safety modes within the public right-of- way, including the ongoing Crash Not Accident campaign. When reporting, include date/location, total number of participants, and a short summary of key transportation and/or safety concerns that were addressed at each location. 8. Conduct twelve (12) Walk this Way/Share the Road pedestrian safety education assemblies for a minimum of 20 individuals at each participating elementary, middle and high school to educate students on the '5 Steps' to safely crossing the street (Walk this Way) and some assemblies targeted for older students as they become more autonomous road users (Share the Road). When reporting, include date/location and total number of participants. 9. Conduct six (6) Walk and Bike to School Day events for a minimum of 50 participants per event, at schools within the City of Chula Vista, to provide education and safety tips to students and/or parents/guardians for all modes of active transportation. When reporting, include date/location and total number of participants. 10. Conduct a Quick-Build Demonstration, supporting the design/installation of short-term infrastructure used for traffic calming and safe street design projects to address safety issues. The objective is to reach at least 100 people during a one-day demonstration, and significantly more, if installed for a longer duration. When reporting, include date/location, potential number of individuals impacted, and a short summary of key transportation and/or safety concerns addressed. 11. Park(ing) Day is a global, public participatory activity that has been taking place since 2005. It is an event that occurs in September and includes the temporary repurposing of an on-street parking space for other public use. This can include parklets with space for public safety messaging. For the purposes of this program, the space will be used to showcase how streets can be repurposed to provid e better active transportation safety for local communities, along with pedestrian, bicycle, and/or scooter safety programming and activities that will serve as the framework for participation in Park(ing) Day. When reporting, include date/location, potential number of individuals impacted, and a short summary of key transportation and/or safety concerns addressed. 3. Term: In accordance with Section 1.10 of this Agreement, the term of this Agreement shall begin October 1, 2023 and end on September 30, 2024 for completion of all Required Services. 4. Compensation: A. Form of Compensation ☒ Time and Materials. For performance of the Required Services by Contractor/Service Provider as identified in Section 2.B., above, City shall pay Contractor/Service Provider for the productive hours of time spent by Contractor/Service Provider in the performance of the Required Services. B. Reimbursement of Costs Page 131 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 14 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 ☒ None, the compensation includes all costs Notwithstanding the foregoing, the maximum amount to be paid to the Contractor/Service Provider for services performed through September 30, 2024 shall not exceed $161,500. 5. Special Provisions: ☐ Permitted Sub-Contractor/Service Providers: None ☐ Security for Performance: Not Applicable ☐ Notwithstanding the completion date set forth in Section 3 above, City has option to extend this Agreement for Insert Number of Terms additional terms, defined as a one-year increment or Enter a Specific Date. if applicable. The City Manager or Director of Finance/Treasurer shall be authorized to exercise the extensions on behalf of the City. If the City exercises an option to extend, each extension shall be on the same terms and conditions contained herein, provided that the amounts specified in Section 4 above may be increased by up to Insert Percentage of Increase or Actual Dollar Amount for each extension. The City shall give written notice to Contractor/Service Provider of the City’s election to ex ercise the extension via the Notice of Exercise of Option to Extend document. Such notice shall be provided at least 30 days prior to the expiration of the term. ☒ None Page 132 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 15 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 EXHIBIT B INSURANCE REQUIREMENTS Contractor/Service Provider shall adhere to all terms and conditions of Section 3 of the Agreement and agrees to provide the following types and minimum amounts of insurance, as indicated by checking the applicable boxes (x). Type of Insurance Minimum Amount Form ☒ General Liability: Including products and completed operations, personal and advertising injury $2,000,000 per occurrence for bodily injury, personal injury (including death), and property damage. If Commercial General Liability insurance with a general aggregate limit is used, either the general aggregate limit must apply separately to this Agreement or the general aggregate limit must be twice the required occurrence limit Additional Insured Endorsement or Blanket AI Endorsement for City* Waiver of Recovery Endorsement Insurance Services Office Form CG 00 01 *Must be primary and must not exclude Products/Completed Operations ☒ Automobile Liability $1,000,000 per accident for bodily injury, including death, and property damage Insurance Services Office Form CA 00 01 Code 1-Any Auto Code 8-Hired Code 9-Non Owned ☒ Workers’ Compensation Employer’s Liability $1,000,000 each accident $1,000,000 disease policy limit $1,000,000 disease each employee Waiver of Recovery Endorsement Other Negotiated Insurance Terms: NONE Page 133 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 16 City of Chula Vista Agreement No.: 2023-213 Service Provider Name: WALKSANDIEGO Rev. 2/24/2023 EXHIBIT C CONTRACTOR/SERVICE PROVIDER CONFLICT OF INTEREST DESIGNATION The Political Reform Act1 and the Chula Vista Conflict of Interest Code2 (“Code”) require designated state and local government officials, including some Contractor/Service Providers, to make certain public disclosures using a Statement of Economic Interests form (Form 700). Once filed, a Form 700 is a public document, accessible to any member of the public. In addition, Contractor/Service Providers designated to file the Form 700 are also required to comply with certain ethics training requirements.3 ☒ A. Contractor/Service Provider IS a corporation or limited liability company and is therefore EXCLUDED4 from disclosure. ☐ B. Contractor/Service Provider is NOT a corporation or limited liability company and disclosure designation is as follows: APPLICABLE DESIGNATIONS FOR INDIVIDUAL(S) ASSIGNED TO PROVIDE SERVICES (Category descriptions available at www.chulavistaca.gov/departments/city-clerk/conflict-of-interest-code.) Name Email Address Applicable Designation ☐ A. Full Disclosure ☐ B. Limited Disclosure (select one or more of the categories under which the Contractor shall file): ☐ 1. ☐ 2. ☐ 3. ☐ 4. ☐ 5. ☐ 6. ☐ 7. Justification: ☒ C. Excluded from Disclosure 1. Required Filers Each individual who will be performing services for the City pursuant to the Agreement and who meets the definition of “Contractor/Service Provider,” pursuant to FPPC Regulation 18700.3, must file a Form 700. 2. Required Filing Deadlines Each initial Form 700 required under this Agreement shall be filed with the Office of the City Clerk via the City's online filing system, NetFile, within 30 days of the approval of the Agreement. Additional Form 700 filings will be required annually on April 1 during the term of the Agreement, and within 30 days of the termination of the Agreement. 3. Filing Designation The City Department Director will designate each individual who will be providing services to the City pursuant to the Agreement as full disclosure, limited disclosure, or excluded from disclosure, based on an analysis of the services the Contractor/Service Provider will provide. Notwithstanding this designation or anything in the Agreement, the Contractor/Service Provider is ultimately responsible for complying with FPPC regulations and filing req uirements. If you have any questions regarding filing requirements, please do not hesitate to contact the City Clerk at (619)691-5041, or the FPPC at 1-866-ASK-FPPC, or (866) 275-3772 *2. Pursuant to the duly adopted City of Chula Vista Conflict of Interest Code, this document shall serve as the written determination of the Contractor’s requirement to comply with the disclosure requirements set forth in the Code. Completed by: Jonathan Alegre 1 Cal. Gov. Code §§81000 et seq.; FPPC Regs. 18700.3 and 18704. 2 Chula Vista Municipal Code §§2.02.010-2.02.040. 3 Cal. Gov. Code §§53234, et seq. 4 CA FPPC Adv. A-15-147 (Chadwick) (2015); Davis v. Fresno Unified School District (2015) 237 Cal.App.4th 261; FPPC Reg. 18700.3 (Consultant defined as an “individual” who p articipates in making a governmental decision; “individual” does not include corporation or limited liability company). Page 134 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Curry From: alan mil < Sent: Monday, October 16, 2023 9:58 AM To: John McCann <jmccann@chulavistaca.gov>; Chula Vista City Traffic Engineer Ben Herrera bherrera@chulavista.gov>; Carolina Chavez <cchavez@chulavistaca.gov>; Jose Preciado jpreciado@chulavistaca.gov>; Alonso Gonzalez <agonzalez@chulavistaca.gov>; Andrea Cardenas acardenas@chulavistaca.gov>; CityClerk <CityClerk@chulavistaca.gov>; Kerry Bigelow KBigelow@chulavistaca.gov> Cc: News ABC 10 San Diego <News ABC 7 KRCR Redding < News ABC 7 Los Angeles <News ABC 7 San Francisco < News American Spectator <News American Thinker Editor <News American Thinker Editor Andrea Widburg News Arizona Republic Newstips <News Ballotpedia Editor <News Big League Politics News CBS KCAL 9 Los Angeles <News CBS KPIX 5 San Francisco <News Cheyenne WY Tribune Eagle News Crescent City Times-Standard <News Daily Caller < News Denver CO Post Editorial News Epoch Times NTD Evening News < News Epoch Times NTD Today News <News Epoch Times TV News Fox 11 Los Angeles <News Fox 2 KTVU Oakland <News Fox 5 69 San Diego <News Fox Cable Insider <News Fresno Bee < News Great Falls MT Tribune Editor <News Helena MT Independent Record Editor <News Idaho Statesman, Chadd Cripe, Editor News James Okeefe Media Group < News JBS <News Judicial Watch <News KOGO Carl DeMaio Chairman Reform California KOGO DeMaio Report) <News KOGO Lou Penrose <News KOGO Mark Larsen Radio San Diego News KOGO Mike Slater <News KPBS Erik Anderson <KPBS News <News Kron News 4 San Francisco <News KTLA 5 Los Angeles <Channel9 KUSI com>; News Las Vegas KLAS Channel 8 <News Libs of TikTok <News Marin Independent Journal Managing Editor News Marina Times San Francisco <News mailto:alanmil99@ gmail.com mailto:jmccann@chula vistaca.govmailto:bherrera@chul avista.gov mailto:cchavez@chula vistaca.govmailto:jpreciado@chula vistaca.gov mailto:agonzalez@chula vistaca.govmailto:acardenas@chula vistaca.gov mailto:CityClerk@chula vistaca.govmailto:KBigelow@chula vistaca.gov mailto:team10@ kgtv.com mailto:news@k aeftv.commailto:pr@a bc7.com mailto:KGO- TV.Programming@abc.commailto:KGO- TV.Programming@abc. com mailto:editor@spe ctator.orgmailto:editor@americanth inker.commailto:andrea@americant hinker.commailto:mmshowalter@ gmail.com mailto:newstips@arizonare public.commailto:editor@ballot pedia.orgmailto:contact@bigleaguep olitics.commailto:news@bakersfiel dnow.com mailto:kcalnews @cbs.commailto:kpixnewsassign.editor s@cbs.commailto:news@wyoming news.com mailto:tips@ cnn.commailto:editorial@thega zette.com mailto:editor@times- standard.commailto:sendtips@daily caller.com mailto:newsUS@dail ymail.commailto:dnmetro@daily news.commailto:openforum@denve rpost.com mailto:EVENINGNEW S@ntd.commailto:NEWS.TODA Y@ntd.commailto:epochtv@epoch times.com mailto:fox11news @fox.commailto:newstips @fox.com mailto:kswb- receptionist@nexstar.tvmailto:comments@foxnewsi nsider.com mailto:customerservice@fres nobee.commailto:letters@greatfallstri bune.commailto:editor@hele nair.commailto:ccripe@idahostate sman.com mailto:support@okeefemedi agroup.commailto:jbs @jbs.org mailto:info@judicial watch.orgmailto:carl@reformcali fornia.orgmailto:Lou@loupe nrose.commailto:MarkLarsen@iheart media.com mailto:MichaelSlater@iheart media.commailto:eanderson @kpbs.org mailto:news@ kpbs.orgmailto:BreakingNews@ kron4.com mailto:ktla@ ktla.commailto:news@ kusi.com mailto:awagner @kusi.commailto:aedmonds @kusi.com mailto:bstone@ kusi.commailto:dplante@ kusi.com mailto:dtuazon @kusi.commailto:elenderman @kusi.com mailto:jaustell@ kusi.commailto:kmckinnon @kusi.com mailto:lphinney @kusi.commailto:lfukano@ kusi.com mailto:lbyrnes @kusi.commailto:mmathis@ kusi.com mailto:njames @kusi.commailto:prudy@ kusi.com mailto:rweigel@ kusi.commailto:tsardina @kusi.com mailto:news@lapre nsasd.commailto:tips@lati mes.com mailto:contactthelarryeldershow @gmail.commailto:desk@fox5v egas.com mailto:KLASweb@8ne wsnow.commailto:newsletter@libsoft iktok.commailto:jswartz@m arinij.com mailto:letters@marinat imes.com Page 135 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Curry Monterey Herald Managing Editor <News NBC 7 San Diego News NY Post <News NY Times <News OANN Addison Smith In Focus <News OANN Chanel Rion Weekly Briefing News OANN Dan Ball Real America <News OANN Kara McKinney Tipping Point <News OANN Pearson Sharp News OANN Stephanie Myers <News Orange County Register Los Angeles <News Portland Oregonian Editorial News Reno Gazette Journal, Editor <News Sacramento Bee Sacramento <News San Diego News Desk News SF Chronical San Francisco <News Star News Chula Vista <News The Blaze Cortney Weil Senior Editor News The Blaze Dave Urbanski Senior Editor < News The Federalist <News The New American News TimesOfSanDiego <News Union Tribune San Diego <News Voice Of San Diego Lisa Halverstadt News Washington Examiner Liam Quinn Deputy Managing Editor <News Washington Examiner Max Thornberry Breaking News Editor <News Washington Examiner W James Antle III Politics Editor <News Washington Post < News Washington Times Cathy Gainor Managing Editor <News Washington Times Charles Hurt Opinion Editor <CA Rep (74) Laurie Davis <CA Rep (75) Marie Waldron CA Senator (32) Kelly Seyarto <CA Senator (38) Catherine Blakespear <CA Senator (39) Toni Atkins CA Senator (40) Brian Jones <Mayor Carlsbad Keith Blackburn <Mayor Coronado Richard Bailey Mayor Del Mar Tracy Martinez <Mayor El Cajon Bill Wells <Mayor Encinitas Tony Kranz <Mayor Escondido Dane White <Mayor Imperial Beach Paloma Aguirre Mayor National City Ron Morrison < Mayor Ocean Side Esther Sanchez <Mayor Poway Steve Vause Mayor San Diego Todd Gloria <Mayor San Marcos Rebbeca Jones <Mayor Santee John Minto Mayor Solana Beach Lesa Heebner <Mayor Vista John Franklin <SD County Supervisor Chair District 1 Nora Vargas SD County Supervisor District 2 Joel Anderson mailto:dkellogg@monterey herald.commailto:limsandiegonewstips@ nbcuni.commailto:17News@ kget.com mailto:tips@ny post.com mailto:tips@nyti mes.commailto:InFocus@ oann.commailto:weeklybriefing@ oann.com mailto:RealAmerica @oann.commailto:TippingPoint@ oann.commailto:pearson.sharp @oann.com mailto:Stephanie.Myers @oann.commailto:local@ocre gister.commailto:letters@orego nian.com mailto:veritastips@proto nmail.commailto:groups@pu blicsq.com mailto:psantoro@reno.ga nnett.commailto:customerservice@ sacbee.commailto:news@sandiegone wsdesk.commailto:jhrobinson@bayareanew sgroup.commailto:jbrunner@seattle times.com mailto:iteam@sfchro nicle.commailto:info@thestar news.commailto:cweil@blaze media.com mailto:durbanski@blaze media.commailto:info@thefeder alist.commailto:editorial@thenewam erican.com mailto:news@timesofsan diego.commailto:local@sduniontri bune.commailto:lisa.halverstadt@voiceofs andiego.orgmailto:will.huntsberry@voiceofs andiego.orgmailto:lquinn@washingtonex aminer.commailto:mthornberry@washingtonex aminer.commailto:jantle@washingtonex aminer.com mailto:letters@was hpost.commailto:cgainor@washingto ntimes.commailto:churt@washington times.commailto:assemblymember.davies@as sembly.ca.govmailto:assemblymember.waldron@as sembly.ca.govmailto:assemblymember.maienschein@as sembly.ca.govmailto:assemblymember.boerner@ass embly.ca.govmailto:assemblymember.ward@ass embly.ca.govmailto:assemblymember.aweber@as sembly.ca.govmailto:assemblymember.alvarez@as sembly.ca.govmailto:senator.padilla@se nate.ca.gov mailto:senator.seyarto@se nate.ca.govmailto:senator.blakespear@s enate.ca.govmailto:senator.atkins@se nate.ca.gov mailto:senator.jones@se nate.ca.govmailto:keith.blackburn@carl sbadca.govmailto:rbailey@coron ado.ca.us mailto:tmartinez@del mar.ca.usmailto:bwells@cityof elcajon.us mailto:tkranz@encin itasca.govmailto:dawhite@esc ondido.orgmailto:paloma.aguirre@imperial beachca.govmailto:rvasquez@lemong rove.ca.gov mailto:rmorrison@nationa lcityca.govmailto:esanchez@ocea nsideca.orgmailto:svaus@p oway.org mailto:MayorToddGloria@s andiego.govmailto:rjones@san- marcos.netmailto:Jminto@cityofsa nteeca.gov mailto:lheebner @cosb.orgmailto:jfranklin@cityof vista.commailto:District1community@sdco unty.ca.gov Page 136 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Curry Senator Darrell Issa <Senator Kevin Kiley California < SANDAG Director Hasan Ikrhata Subject: Chula Vista Bike Lane Danger Broadway Traffic Congestion WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov Copy To News Mayors Chula Vista City Council Chula Vista Traffic Engineer SANDAG Board SD County Supervisors CA State Representatives Good Morning Mayor John McCann and City Council,, @Chula Vista City Clerk - Please verify PowerPoint Attachment functioning for my speaker presentation.for Tuesday October 17 Agenda 5.7. CHULA VISTA CITY COUNCIL MEETING TUESDAY 5PM 276 Fourth Avenue Chula Vista https://pub-chulavista.escribemeetings.com/Meeting.aspx?Id=0372f683-c836-451f-877d- 2a4d478a62ce&Agenda=Merged&lang=English POWERPOINT DESCRIPTION mailto:joel.anderson@sdco unty.ca.gov mailto:Terra. Lawson- Remer@sdc ounty.ca.gov mailto:Terra.Lawson- Remer@sdcounty.ca. gov mailto:nathan.fletcher@sdco unty.ca.govmailto:jim.desmond@sdco unty.ca.gov mailto:CA48DI.Outreach@ma il.house.govmailto:kevin@electkevi nkiley.com mailto:seanelorivera@sa ndiego.govmailto:melanie.burkholder@car lsbadca.gov mailto:priya.bhat- patel@carlsbadca.gov mailto:jduncan@coro nado.ca.usmailto:mdonovan@coro nado.ca.us mailto:tgaasterland@de lmar.ca.us mailto:ddruker@del mar.ca.usmailto:khinze@encin itasca.gov mailto:jlyndes@encin itasca.gov mailto:mmorasco@esc ondido.orgmailto:jack.fisher@imperialb eachca.gov mailto:mitch.mckay@imperialb eachca.gov mailto:matthew.leyba- gonzalez@imperialbeachca. gov mailto:matthew.leyba- gonzalez@imperialbeachc a.gov mailto:jmendoza@lemongr ove.ca.gov mailto:ggastil@lemongr ove.ca.govmailto:LMolina@nationa lcityca.gov mailto:jrodriguez@nationa lcityca.gov mailto:DYamane@nation alcityca.govmailto:rkeim@ocean sideca.org mailto:pweiss@ocean sideca.org mailto:cfrank@p oway.org mailto:bpepin@p oway.orgmailto:raulcampillo@sa ndiego.gov mailto:marnivonwilpert@sa ndiego.gov mailto:VivianMoreno@sa ndiego.govmailto:joelacava@sa ndiego.gov mailto:EMusgrove@san- marcos.net mailto:sjenkins@san- marcos.netmailto:lkoval@cityofsa nteeca.gov mailto:ronnhall@cityofsa nteeca.gov mailto:dzito@ cosb.org mailto:jedson @cosb.orgmailto:kmelendez@city ofvista.com mailto:dodonnell@cityof vista.commailto:hasan.ikhrata@ sandag.org mailto:reportphishing@chula vistaca.gov https://pub-chulavista.escribemeetings.com/Meeting.aspx?Id=0372f683- c836-451f-877d-2a4d478a62ce&Agenda=Merged&lang=Englishhttps://pub-chulavista.escribemeetings.com/ Meeting.aspx?Id=0372f683- c836-451f-877d-2a4d478a62ce&Agenda=M erged&lang=English Page 137 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Curry I present this after warning the city for over a year; now it is personal. My daughter recently was hit by another car due to city failure not protecting the public. SLIDE ONE SLIDE TWO The City of Chula Vista is building new bike lanes by removing two road lanes from busy congested street of Broadway from C Street on the north end to Main Street on the south end. Currently Broadway two lanes removed for bike lanes has been implemented from C street near Best Buy to G street resulting in more unsafe traffic congestion. Result of car traffic backed up on Broadway; commuters race to beat congestion at stop light swerve from two lane to one lane at every intersection on Broadway, even if marked right turn only. E STREET HAS NO RIGHT HAND LANE WARNINGS ENCOURAGING COMMUTERS AT TRAFFIC LIGHT TO RACE EACH OTHER TO MERGE TO ONE LANE JUST TWO CAR LENGTHS AHEAD. Cars are backed up at all the way to each next intersection immediately ahead result from speeding car ACCIDENT HAZARD RISKS to bicyclists and commuters. https://www.chulavistaca.gov/businesses/smart-city/projects/broadway-corridor- improvements PDF https://www.chulavistaca.gov/home/showpublisheddocument/19589/637048302679800000 SLIDE THREE SLIDE FOUR EXAMPLE LESS BUSY STREET NEAR CITY HALL - FIVE TRAFFIC WARNINGS Examples of CORRECT signs on much less busy two lane each direction F street between Fourth avenue and Third avenue. Street located near city hall get all the tax fund attention! 1. Thru Traffic Merge Left Sign 2. Right Lane Must Turn Right Sign 3. Arrow Right Only Sign 4. Right Turn Arrow Painted On Road 5. Second Right Turn Arrow and Only Painted On Road SLIDE FIVE Map of Broadway and E street before adding two bike lanes and removal of TWO road lanes on already congested traffic of Broadway. SLIDE SIX BROADWAY MAIN THRU ROAD MISSING SIGNS IGNORED COMPARED TO CITY HALL SIDE STREET Broadway at the E street intersection no warnings missing signage on right full lane - right turn only sign, right turn only road paint marking and warnings for traffic to merge to left lane BEFORE THE TRAFFIC LIGHT. Just past every intersection on Broadway an immediate merge to one lane, a hazard to bicyclists from cars swerving over to the one lane.. The far right hand turnoff needs to be combined with RIGHT LANE CHANGE THE FULL LANE TO RIGHT TURN ONLY! SLIDE SEVEN SOLUTIONS FOR TRAFFIC SAFETY https://www.chulavistaca.gov/businesses/smart-city/projects/broadway-corridor- improvementshttps:// www.chulavis taca.gov/ businesses/ smart-city/ projects/ broadway- corridor- improvements https://www.chulavistaca.gov/home/ showpublisheddocument/19589/637048302679800000 Page 138 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Curry 1. INTERSECTION BROADWAY EST NORTH AND SOUTH 2. INTERSECTION BROADWAY G STREET NORTH ONLY (South currently two lanes) OPTION 1 ROAD MARKING COMBINE RIGHT HAND TURNOFF WITH ON RIGHT LANE PAINT RIGHT TURN ARROW ON RIGHT LANE ROAD OPTION 2 ADD SIGNS THRU TRAFFIC MERGE LEFT RIGHT TURN ONLY PAINT RIGHT LANE RIGHT TURN ONLY ARROWS BEST OPTION SAFETY MOVE BIKE LANE TO 4TH AVE CHANGE BROADWAY BACK TO FOUR LANES DO NOT REMOVE ROAD LANES FROM H ST TO MAIN ST CURRENTLY THE POLICE DEPARTMENT DO NOT TAKE REPORTS FOR NON INJURY CAR ACCIDENTS. IN ORDER FOR THE CITY TO HAVE HONEST EVALUATION SAFETY ANALYSIS DATA, ALLOW POLICE TO COLLECT ALL ACCIDENT DATA. IF NO INJURY ALLOW POLICE TO AT LEAST TAKE A PHONE IN REPORT FROM PUBLIC OR A VISIT TO POLICE STATION THE NEXT DAY. Alan Curry Page 139 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 140 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 141 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 142 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 143 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 144 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 145 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 146 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/17/23 - Henkin From: Sent: Monday, October 16, 2023 2:56 PM To: alan mil <John McCann <jmccann@chulavistaca.gov>; Chula Vista City Traffic Engineer Ben Herrera <bherrera@chulavista.gov>; Carolina Chavez <cchavez@chulavistaca.gov>; Jose Preciado <jpreciado@chulavistaca.gov>; Alonso Gonzalez <agonzalez@chulavistaca.gov>; Andrea Cardenas <acardenas@chulavistaca.gov>; CityClerk <CityClerk@chulavistaca.gov>; Kerry Bigelow KBigelow@chulavistaca.gov> Cc: News ABC 10 San Diego <News Fox 5 69 San Diego < org>; News KOGO Lou Penrose <News KOGO Mike Slater <News KPBS Erik Anderson <KPBS News <Channel9 KUSI <News KUSI Allie Wagner News NBC 7 San Diego <News Sacramento Bee Sacramento <News San Diego News Desk News SF Chronical San Francisco <News Star News Chula Vista <News TimesOfSanDiego News Union Tribune San Diego <News Voice Of San Diego Lisa Halverstadt <News Voice Of San Diego Will Huntsberry <CA Rep (80) David Alvarez CA Senator (40) Brian Jones Subject: Re: Chula Vista Bike Lane Danger Broadway Traffic Congestion WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov Hi Alan, I am so sorry to hear that your daughter's car was hit and the police didn't even take a report. That is what the police are there for - to enhance safety by taking reports and if needed follow-up. If something is making the streets more dangerous, it needs to be fixed. If it's a State priority of some Some people who received this message don't often get email from Learn why this is important Page 147 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/17/23 - Henkin sort to create bike lanes, perhaps the legislators are not aware of local conditions, or were misinterpreted. No-one should have a problem with fixing a dangerous traffic condition like this. It is up to the local safety officials to question and put this on hold if it is causing a problem. I hope your daughter has recovered and no-one else is hurt on Broadway. Best, Paul Henkin Original Message----- From: alan mil < Sent: Oct 16, 2023 9:59 AM To: Mayor Chula Vista John McCann <jmccann@chulavistaca.gov>, Chula Vista City Traffic Engineer Ben Herrera <bherrera@chulavista.gov>, Chula Vista Council 1 Carolina Chavez <cchavez@chulavistaca.gov>, Chula Vista Council 2 Jose Preciado <jpreciado@chulavistaca.gov>, Chula Vista Council 3 Alonzo Gozalez agonzalez@chulavistaca.gov>, Chula Vista Council 4 Andrea Cardenas <acardenas@chulavistaca.gov>, Chula Vista City Clerk - Kerry Bigelow/ Tyshar <cityclerk@chulavistaca.gov>, Chula Vista City Clerk - Kerry Bigelow/ Tyshar <kbigelow@chulavistaca.gov> Cc: News ABC 10 San Diego <News ABC 7 KRCR Redding < News ABC 7 Los Angeles <News ABC 7 San Francisco < News American Spectator <News American Thinker Editor <News American Thinker Editor Andrea Widburg News Arizona Republic Newstips <News Ballotpedia Editor <News Big League Politics News CBS KCAL 9 Los Angeles <News CBS KPIX 5 San Francisco <News Cheyenne WY Tribune Eagle News Crescent City Times-Standard <News Daily Caller < News Denver CO Post Editorial News Epoch Times NTD Evening News < News Epoch Times NTD Today News <News Epoch Times TV News Fox 11 Los Angeles <News Fox 2 KTVU Oakland <News Fox 5 69 San Diego <News Fox Cable Insider <News Fresno Bee < News Great Falls MT Tribune Editor <News Helena MT Independent Record Editor <News Idaho Statesman, Chadd Cripe, Editor Page 148 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/17/23 - Henkin News James Okeefe Media Group < News JBS <News Judicial Watch <News KOGO Carl DeMaio Chairman Reform California KOGO DeMaio Report) <News KOGO Lou Penrose <News KOGO Mark Larsen Radio San Diego News KOGO Mike Slater <News KPBS Erik Anderson <News KPBS San Diego <News Kron News 4 San Francisco <News KTLA 5 Los Angeles <News KUSI 51 San Diego <News KUSI Allie Wagner <News KUSI Allison Edmonds <News KUSI Brandon Stone <News KUSI Dan Plante <News KUSI Diane Tuazon <News KUSI Ed Lenderman News Las Vegas KLAS Channel 8 <News Libs of TikTok <News Marin Independent Journal Managing Editor News Marina Times San Francisco <News Monterey Herald Managing Editor <News NBC 7 San Diego News NY Post <News NY Times <News OANN Addison Smith In Focus <News OANN Chanel Rion Weekly Briefing News OANN Dan Ball Real America <News OANN Kara McKinney Tipping Point <News OANN Pearson Sharp News OANN Stephanie Myers <News Orange County Register Los Angeles <News Portland Oregonian Editorial News Reno Gazette Journal, Editor <News Sacramento Bee Sacramento <News San Diego News Desk News SF Chronical San Francisco <News Star News Chula Vista <News The Blaze Cortney Weil Senior Editor News The Blaze Dave Urbanski Senior Editor < News The Federalist <News The New American News Times San Diego <News Union Tribune San Diego <News Voice Of San Diego Lisa Halverstadt News Washington Examiner Liam Quinn Deputy Managing Editor <News Washington Examiner Max Thornberry Breaking News Editor <News Washington Examiner W James Antle III Politics Editor <News Washington Post < News Washington Times Cathy Gainor Managing Editor <News Washington Times Charles Hurt Opinion Editor <CA Rep (74) Laurie Davis CA Rep (76) Brian Maienschein Page 149 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/17/23 - Henkin 32) Kelly Seyarto <CA Senator (38) Catherine Blakespear <CA Senator (39) Toni Atkins CA Senator (40) Brian Jones <Mayor Carlsbad Keith Blackburn <Mayor Coronado Richard Bailey Mayor Del Mar Tracy Martinez <Mayor El Cajon Bill Wells <Mayor Encinitas Tony Kranz <Mayor Escondido Dane White <Mayor Imperial Beach Paloma Aguirre Mayor National City Ron Morrison < Mayor Ocean Side Esther Sanchez <Mayor Poway Steve Vause Mayor San Diego Todd Gloria <Mayor San Marcos Rebbeca Jones <Mayor Santee John Minto Mayor Solana Beach Lesa Heebner <Mayor Vista John Franklin <SD County Supervisor Chair District 1 Nora Vargas SD County Supervisor District 3 Terra Lawson Remer < SD County Supervisor District 4 Nathan Fletcher Senator Darrell Issa <Senator Kevin Kiley California < Subject: Chula Vista Bike Lane Danger Broadway Traffic Congestion Copy To News Mayors Chula Vista City Council Chula Vista Traffic Engineer Page 150 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/17/23 - Henkin SANDAG Board SD County Supervisors CA State Representatives Good Morning Mayor John McCann and City Council,, @Chula Vista City Clerk - Please verify PowerPoint Attachment functioning for my speaker presentation.for Tuesday October 17 Agenda 5.7. CHULA VISTA CITY COUNCIL MEETING TUESDAY 5PM 276 Fourth Avenue Chula Vista https://pub-chulavista.escribemeetings.com/Meeting.aspx?Id=0372f683-c836-451f-877d- 2a4d478a62ce&Agenda=Merged&lang=English POWERPOINT DESCRIPTION I present this after warning the city for over a year; now it is personal. My daughter recently was hit by another car due to city failure not protecting the public. SLIDE ONE SLIDE TWO The City of Chula Vista is building new bike lanes by removing two road lanes from busy congested street of Broadway from C Street on the north end to Main Street on the south end. Currently Broadway two lanes removed for bike lanes has been implemented from C street near Best Buy to G street resulting in more unsafe traffic congestion. Result of car traffic backed up on Broadway; commuters race to beat congestion at stop light swerve from two lane to one lane at every intersection on Broadway, even if marked right turn only. E STREET HAS NO RIGHT HAND LANE WARNINGS ENCOURAGING COMMUTERS AT TRAFFIC LIGHT TO RACE EACH OTHER TO MERGE TO ONE LANE JUST TWO CAR LENGTHS AHEAD. Cars are backed up at all the way to each next intersection immediately ahead result from speeding car ACCIDENT HAZARD RISKS to bicyclists and commuters. https://www.chulavistaca.gov/businesses/smart-city/projects/broadway-corridor- improvements PDF https://www.chulavistaca.gov/home/showpublisheddocument/19589/637048302679800000 SLIDE THREE SLIDE FOUR EXAMPLE LESS BUSY STREET NEAR CITY HALL - FIVE TRAFFIC WARNINGS Examples of CORRECT signs on much less busy two lane each direction F street between Fourth avenue and Third avenue. Street located near city hall get all the tax fund attention! 1. Thru Traffic Merge Left Sign 2. Right Lane Must Turn Right Sign 3. Arrow Right Only Sign 4. Right Turn Arrow Painted On Road 5. Second Right Turn Arrow and Only Painted On Road SLIDE FIVE Page 151 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/17/23 - Henkin Map of Broadway and E street before adding two bike lanes and removal of TWO road lanes on already congested traffic of Broadway. SLIDE SIX BROADWAY MAIN THRU ROAD MISSING SIGNS IGNORED COMPARED TO CITY HALL SIDE STREET Broadway at the E street intersection no warnings missing signage on right full lane - right turn only sign, right turn only road paint marking and warnings for traffic to merge to left lane BEFORE THE TRAFFIC LIGHT. Just past every intersection on Broadway an immediate merge to one lane, a hazard to bicyclists from cars swerving over to the one lane.. The far right hand turnoff needs to be combined with RIGHT LANE CHANGE THE FULL LANE TO RIGHT TURN ONLY! SLIDE SEVEN SOLUTIONS FOR TRAFFIC SAFETY 1. INTERSECTION BROADWAY EST NORTH AND SOUTH 2. INTERSECTION BROADWAY G STREET NORTH ONLY (South currently two lanes) OPTION 1 ROAD MARKING COMBINE RIGHT HAND TURNOFF WITH ON RIGHT LANE PAINT RIGHT TURN ARROW ON RIGHT LANE ROAD OPTION 2 ADD SIGNS THRU TRAFFIC MERGE LEFT RIGHT TURN ONLY PAINT RIGHT LANE RIGHT TURN ONLY ARROWS BEST OPTION SAFETY MOVE BIKE LANE TO 4TH AVE CHANGE BROADWAY BACK TO FOUR LANES DO NOT REMOVE ROAD LANES FROM H ST TO MAIN ST CURRENTLY THE POLICE DEPARTMENT DO NOT TAKE REPORTS FOR NON INJURY CAR ACCIDENTS. IN ORDER FOR THE CITY TO HAVE HONEST EVALUATION SAFETY ANALYSIS DATA, ALLOW POLICE TO COLLECT ALL ACCIDENT DATA. IF NO INJURY Page 152 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/17/23 - Henkin ALLOW POLICE TO AT LEAST TAKE A PHONE IN REPORT FROM PUBLIC OR A VISIT TO POLICE STATION THE NEXT DAY. Alan Curry Page 153 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Acosta From: john acosta < Sent: Monday, October 16, 2023 11:16 AM To: alan mil <John McCann <jmccann@chulavistaca.gov>; Chula Vista City Traffic Engineer Ben Herrera <bherrera@chulavista.gov>; Carolina Chavez <cchavez@chulavistaca.gov>; Jose Preciado <jpreciado@chulavistaca.gov>; Alonso Gonzalez <agonzalez@chulavistaca.gov>; Andrea Cardenas <acardenas@chulavistaca.gov>; CityClerk <CityClerk@chulavistaca.gov>; Kerry Bigelow KBigelow@chulavistaca.gov> Cc: News ABC 10 San Diego <News ABC 7 KRCR Redding < News ABC 7 Los Angeles <News ABC 7 San Francisco < News American Spectator <News American Thinker Editor <News American Thinker Editor Andrea Widburg News Arizona Republic Newstips <News Ballotpedia Editor <News Big League Politics News CBS KCAL 9 Los Angeles <News CBS KPIX 5 San Francisco <News Cheyenne WY Tribune Eagle News Crescent City Times-Standard <News Daily Caller < News Denver CO Post Editorial News Epoch Times NTD Evening News < News Epoch Times NTD Today News <News Epoch Times TV News Fox 11 Los Angeles <News Fox 2 KTVU Oakland <News Fox 5 69 San Diego <News Fox Cable Insider <News Fresno Bee < News Great Falls MT Tribune Editor <News Helena MT Independent Record Editor <News Idaho Statesman, Chadd Cripe, Editor News James Okeefe Media Group <support@okeefemediagroup.com>; News JBS <News Judicial Watch <News KOGO Carl DeMaio Chairman Reform California KOGO DeMaio Report) <News KOGO Lou Penrose <News KOGO Mark Larsen Radio San Diego News KOGO Mike Slater <News KPBS Erik Anderson <KPBS News <News Kron News 4 San Francisco <News KTLA 5 Los Angeles <Channel9 KUSI com>; News Las Vegas KLAS Channel 8 <News Libs of TikTok <News Marin Independent Journal Managing Editor News Marina Times San Francisco <News Page 154 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Acosta Monterey Herald Managing Editor <News NBC 7 San Diego limsandiegonewstips@nbcuni.News NBC Telemundo CW KGET Bakersfield News NY Post <News NY Times <News OANN Addison Smith In Focus <News OANN Chanel Rion Weekly Briefing News OANN Dan Ball Real America <News OANN Kara McKinney Tipping Point <News OANN Pearson Sharp News OANN Stephanie Myers <News Orange County Register Los Angeles <News Portland Oregonian Editorial letters@oregonian.com>; News Project Veritas <News Public Square groups@publicsq.com>; News Reno Gazette Journal, Editor <News Sacramento Bee Sacramento <News San Diego News Desk News San Jose Mercury News Senior Editor News Seattle Times Jim Brunner, politics News SF Chronical San Francisco <News Star News Chula Vista <News The Blaze Cortney Weil Senior Editor News The Blaze Dave Urbanski Senior Editor < News The Federalist <News The New American News TimesOfSanDiego <News Union Tribune San Diego <News Voice Of San Diego Lisa Halverstadt News Voice Of San Diego Will Huntsberry News Washington Examiner Liam Quinn Deputy Managing Editor <News Washington Examiner Max Thornberry Breaking News Editor <News Washington Examiner W James Antle III Politics Editor <News Washington Post < News Washington Times Cathy Gainor Managing Editor <News Washington Times Charles Hurt Opinion Editor <CA Rep (74) Laurie Davis <CA Rep (75) Marie Waldron CA Senator (32) Kelly Seyarto <CA Senator (38) Catherine Blakespear <CA Senator (39) Toni Atkins CA Senator (40) Brian Jones <Mayor Carlsbad Keith Blackburn <Mayor Coronado Richard Bailey Mayor Del Mar Tracy Martinez <Mayor El Cajon Bill Wells <Mayor Encinitas Tony Kranz <Mayor Escondido Dane White <Mayor Imperial Beach Paloma Aguirre Mayor National City Ron Morrison < Mayor Ocean Side Esther Sanchez <Mayor Poway Steve Vause Mayor San Diego Todd Gloria <Mayor San Marcos Rebbeca Jones <Mayor Santee John Minto Mayor Solana Beach Lesa Heebner <Mayor Vista John Franklin <SD County Supervisor Chair District 1 Nora Vargas SD County Supervisor District 2 Joel Anderson Page 155 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Acosta SD County Supervisor District 3 Terra Lawson Remer < SD County Supervisor District 4 Nathan Fletcher SD County Supervisor District 5 Jim Desmond Senator Darrell Issa <Senator Kevin Kiley California < Subject: Re: Chula Vista Bike Lane Danger Broadway Traffic Congestion WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov Alan The reality is that district 2 and 4 representatives Have Demonstrated that they care for the community They are too busy getting their friends elected in office Remember None of them have ever meet with their community in them district And even during council meetings one of them is always on the phone I don't know Perhaps making deals Sent from my T-Mobile 5G Device Get Outlook for Android Some people who received this message don't often get email from Learn why this is important Page 156 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Acosta From: alan mil < Sent: Monday, October 16, 2023 9:58:27 AM To: Mayor Chula Vista John McCann <Chula Vista City Traffic Engineer Ben Herrera <bherrera@chulavista.gov>; Chula Vista Council 1 Carolina Chavez <cchavez@chulavistaca.gov>; Chula Vista Council 2 Jose Preciado <jpreciado@chulavistaca.gov>; Chula Vista Council 3 Alonzo Gozalez agonzalez@chulavistaca.gov>; Chula Vista Council 4 Andrea Cardenas <acardenas@chulavistaca.gov>; Chula Vista City Clerk - Kerry Bigelow/ Tyshar <cityclerk@chulavistaca.gov>; Chula Vista City Clerk - Kerry Bigelow/ Tyshar <kbigelow@chulavistaca.gov> Cc: News ABC 10 San Diego <News ABC 7 KRCR Redding < News ABC 7 Los Angeles <News ABC 7 San Francisco < News American Spectator <News American Thinker Editor <News American Thinker Editor Andrea Widburg News American Thinker Monica Showalter News Arizona Republic Newstips <News Ballotpedia Editor <News Big League Politics News CBS KBAK 29 Fox 58 Bakersfield Now Bakersfield News CBS KCAL 9 Los Angeles <News CBS KPIX 5 San Francisco <News Cheyenne WY Tribune Eagle News Crescent City Times-Standard <News Daily Caller <News Daily Mail <News Daily News Los Angeles <News Denver CO Post Editorial News Epoch Times NTD Evening News < News Epoch Times NTD Today News <News Epoch Times TV News Fox 11 Los Angeles <News Fox 2 KTVU Oakland <News Fox 5 69 San Diego <News Fox Cable Insider <News Fresno Bee < News Great Falls MT Tribune Editor <News Helena MT Independent Record Editor <News Idaho Statesman, Chadd Cripe, Editor News James Okeefe Media Group < News JBS <News Judicial Watch <News KOGO Carl DeMaio Chairman Reform California KOGO DeMaio Report) <News KOGO Lou Penrose <News KOGO Mark Larsen Radio San Diego News KOGO Mike Slater <News KPBS Erik Anderson <News KPBS San Diego <News Kron News 4 San Francisco <News KTLA 5 Los Angeles <News KUSI 51 San Diego <News KUSI Allie Wagner <News KUSI Allison Edmonds <News KUSI Brandon Stone <News KUSI Dan Plante <News KUSI Diane Tuazon <News KUSI Ed Lenderman News KUSI Jason Austell <News KUSI Kacey McKinnon News KUSI Lauren Phinney <News KUSI Lindsey Fukano News KUSI Logan Byrnes <News KUSI Mark Mathis News KUSI Nick James <News KUSI Paul Rudy News Las Vegas KLAS Channel 8 <News Libs of TikTok <News Marin Independent Journal Managing Editor Page 157 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Acosta News Marina Times San Francisco <News Monterey Herald Managing Editor <News NBC 7 San Diego News NBC Telemundo CW KGET Bakersfield News NY Post <News NY Times <News OANN Addison Smith In Focus <News OANN Chanel Rion Weekly Briefing News OANN Dan Ball Real America <News OANN Kara McKinney Tipping Point <News OANN Pearson Sharp News OANN Stephanie Myers <News Orange County Register Los Angeles <News Portland Oregonian Editorial News Reno Gazette Journal, Editor <News Sacramento Bee Sacramento <News San Diego News Desk News SF Chronical San Francisco <News Star News Chula Vista <News The Blaze Cortney Weil Senior Editor News The Blaze Dave Urbanski Senior Editor < News The Federalist <News The New American News Times San Diego <News Union Tribune San Diego <News Voice Of San Diego Lisa Halverstadt News Voice Of San Diego Will Huntsberry News Washington Examiner Liam Quinn Deputy Managing Editor <News Washington Examiner Max Thornberry Breaking News Editor <News Washington Examiner W James Antle III Politics Editor <News Washington Post < News Washington Times Cathy Gainor Managing Editor <News Washington Times Charles Hurt Opinion Editor <CA Rep (74) Laurie Davis <CA Rep (75) Marie Waldron CA Senator (32) Kelly Seyarto <CA Senator (38) Catherine Blakespear <CA Senator (39) Toni Atkins CA Senator (40) Brian Jones <Mayor Carlsbad Keith Blackburn <Mayor Coronado Richard Bailey Mayor Del Mar Tracy Martinez <Mayor El Cajon Bill Wells <Mayor Encinitas Tony Kranz <Mayor Escondido Dane White <Mayor Imperial Beach Paloma Aguirre Mayor Lemon Grove Racquel Vasquez Mayor National City Ron Morrison < Mayor Ocean Side Esther Sanchez <Mayor Poway Steve Vause svaus@poway.org>; Mayor San Diego Todd Gloria <Mayor San Marcos Rebbeca Jones <Mayor Santee John Minto Mayor Solana Beach Lesa Heebner <Mayor Vista John Franklin <SD County Supervisor Chair District 1 Nora Vargas Page 158 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Acosta SD County Supervisor District 2 Joel Anderson SD County Supervisor District 3 Terra Lawson Remer < SD County Supervisor District 4 Nathan Fletcher SD County Supervisor District 5 Jim Desmond Senator Darrell Issa <Senator Kevin Kiley California < Subject: Chula Vista Bike Lane Danger Broadway Traffic Congestion Copy To News Mayors Chula Vista City Council Chula Vista Traffic Engineer SANDAG Board SD County Supervisors CA State Representatives Good Morning Mayor John McCann and City Council,, @Chula Vista City Clerk - Please verify PowerPoint Attachment functioning for my speaker presentation.for Tuesday October 17 Agenda 5.7. Page 159 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Acosta CHULA VISTA CITY COUNCIL MEETING TUESDAY 5PM 276 Fourth Avenue Chula Vista https://pub-chulavista.escribemeetings.com/Meeting.aspx?Id=0372f683-c836-451f-877d- 2a4d478a62ce&Agenda=Merged&lang=English POWERPOINT DESCRIPTION I present this after warning the city for over a year; now it is personal. My daughter recently was hit by another car due to city failure not protecting the public. SLIDE ONE SLIDE TWO The City of Chula Vista is building new bike lanes by removing two road lanes from busy congested street of Broadway from C Street on the north end to Main Street on the south end. Currently Broadway two lanes removed for bike lanes has been implemented from C street near Best Buy to G street resulting in more unsafe traffic congestion. Result of car traffic backed up on Broadway; commuters race to beat congestion at stop light swerve from two lane to one lane at every intersection on Broadway, even if marked right turn only. E STREET HAS NO RIGHT HAND LANE WARNINGS ENCOURAGING COMMUTERS AT TRAFFIC LIGHT TO RACE EACH OTHER TO MERGE TO ONE LANE JUST TWO CAR LENGTHS AHEAD. Cars are backed up at all the way to each next intersection immediately ahead result from speeding car ACCIDENT HAZARD RISKS to bicyclists and commuters. https://www.chulavistaca.gov/businesses/smart-city/projects/broadway-corridor- improvements PDF https://www.chulavistaca.gov/home/showpublisheddocument/19589/637048302679800000 SLIDE THREE SLIDE FOUR EXAMPLE LESS BUSY STREET NEAR CITY HALL - FIVE TRAFFIC WARNINGS Examples of CORRECT signs on much less busy two lane each direction F street between Fourth avenue and Third avenue. Street located near city hall get all the tax fund attention! 1. Thru Traffic Merge Left Sign 2. Right Lane Must Turn Right Sign 3. Arrow Right Only Sign 4. Right Turn Arrow Painted On Road 5. Second Right Turn Arrow and Only Painted On Road SLIDE FIVE Map of Broadway and E street before adding two bike lanes and removal of TWO road lanes on already congested traffic of Broadway. SLIDE SIX BROADWAY MAIN THRU ROAD MISSING SIGNS IGNORED COMPARED TO CITY HALL SIDE STREET Broadway at the E street intersection no warnings missing signage on right full lane - right turn Page 160 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Acosta only sign, right turn only road paint marking and warnings for traffic to merge to left lane BEFORE THE TRAFFIC LIGHT. Just past every intersection on Broadway an immediate merge to one lane, a hazard to bicyclists from cars swerving over to the one lane.. The far right hand turnoff needs to be combined with RIGHT LANE CHANGE THE FULL LANE TO RIGHT TURN ONLY! SLIDE SEVEN SOLUTIONS FOR TRAFFIC SAFETY 1. INTERSECTION BROADWAY EST NORTH AND SOUTH 2. INTERSECTION BROADWAY G STREET NORTH ONLY (South currently two lanes) OPTION 1 ROAD MARKING COMBINE RIGHT HAND TURNOFF WITH ON RIGHT LANE PAINT RIGHT TURN ARROW ON RIGHT LANE ROAD OPTION 2 ADD SIGNS THRU TRAFFIC MERGE LEFT RIGHT TURN ONLY PAINT RIGHT LANE RIGHT TURN ONLY ARROWS BEST OPTION SAFETY MOVE BIKE LANE TO 4TH AVE CHANGE BROADWAY BACK TO FOUR LANES DO NOT REMOVE ROAD LANES FROM H ST TO MAIN ST CURRENTLY THE POLICE DEPARTMENT DO NOT TAKE REPORTS FOR NON INJURY CAR ACCIDENTS. IN ORDER FOR THE CITY TO HAVE HONEST EVALUATION SAFETY ANALYSIS DATA, ALLOW POLICE TO COLLECT ALL ACCIDENT DATA. IF NO INJURY ALLOW POLICE TO AT LEAST TAKE A PHONE IN REPORT FROM PUBLIC OR A VISIT TO POLICE STATION THE NEXT DAY. Page 161 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 5.7 Received 10/16/23 - Acosta Alan Curry Page 162 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 163 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 164 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 165 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 166 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 167 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 168 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 169 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda v . 0 03 P a g e | 1 October 17, 2023 ITEM TITLE Expenditure Plan Amendment and Appropriation: Amend the Infrastructure, Facilities and Equipment Expenditure Plan and Appropriate Funds to the Traffic Signal Modifications CIP Project for a Change Order with HMS Construction and Associated Project Costs Report Number: 23-0274 Location: Various Intersections Citywide Department: Engineering Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing Facilities) and Section 15302 Class 2 (Replacement or Reconstruction). Recommended Action Adopt a resolution (1) amending the Infrastructure, Facilities, and Equipment Expenditure Plan and (2) amending the fiscal year 2023-24 CIP program budget by appropriating $225,000 from the available balance of the Measure P Fund to the Traffic Signal Modifications (TRF0408) CIP Project for a claim resolution change order with HMS Construction, Inc. and associated project costs. (4/5 Vote Required) SUMMARY City Council Resolution No. 2020-227 awarded a construction contract to HMS Construction, Inc. for the Traffic Signal Modifications (Measure P) project, CIP TRF0408. During construction, differing site conditions including utility conflicts were encountered which required a redesign of traffic signal equipment, resulting in additional costs and delays. As a result, the contractor submitted a delay claim for material escalation costs which exceeded the approved project contingencies. Adoption of this resolution appropriates an additional $225,000 above the originally approved amount for a construction claim resolution change order and associated additional consultant and staff costs. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed project for compliance with the California Environmental Quality Act (CEQA) and has determined that the project qualifies for a Categorical Exemption pursuant to State CEQA Guidelines Section 15301 Class 1 (Existing Facilities) and Section 15302 Class 2 (Replacement or Reconstruction) because the proposed actions would not result in a significant effect on the Page 170 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 2 environment, create a cumulative impact, damage a scenic highway, or cause a substantial adverse change in the significance of a historical resource. Thus, no further environmental review is required. BOARD/COMMISSION/COMMITTEE RECOMMENDATION City staff will present the amended Infrastructure, Facilities and Equipment Expenditure Plan and the proposed allocations at the Citizens’ Oversight Committee (COC) meeting scheduled for October 2023. DISCUSSION On November 8, 2016, Chula Vista voters approved Measure P, authorizing a one-half cent sales tax increase on retail sales within the City for a period of ten (10) years to repair failed or failing assets throughout the city. Traffic Signal modifications and upgrades were identified in the Measure P Funding Plan. City Council Resolution No. 2020-227 awarded a construction contract to HMS Construction, Inc. for the Traffic Signal Modifications (Measure P) project, CIP TRF0408. This project’s scope of work includes complete reconstruction of the traffic signal infrastructure at 11 existing signalized intersections within the city (see Attachment 1, Location Map). The upgrades improve visibility, provide for protected left turn movements, provide for permissive flashing yellow left turn movements, and replace failing and outdated traffic signal infrastructure at various locations citywide. During construction, the contractor encountered site conditions which were different from those shown on the construction plans, primarily due to significant underground utility conflicts. These differing site conditions required relocations and redesign of traffic signal equipment resulting in additional costs and delays to the construction work to relocate utilities and traffic signal pole foundations. The contractor submitted a claim for additional costs associated with the delays. City staff reviewed the documents submitted by the contractor and the contract records. Based on the review and additional negotiations with the contractor, an agreement was reached. An appropriation of $225,000 is needed to cover the negotiated settlement due to the resulting material escalation costs during the delay period, and associated consultant and staff costs. Approval of the proposed resolution appropriates an additional $225,000 above the originally approved amount for construction change orders. If the resolution is adopted, in accordance with Chula Vista Municipal Code section 2.56.160(C)(2), the City Engineer can then approve the claim resolution construction change order. DECISION-MAKER CONFLICT Staff has reviewed the property holdings of the City Council members and has found that Mayor McCann has property holdings within 1,000 feet of the boundaries of property which is the subject of this action. However, the decision solely concerns repairs, replacement or maintenance of existing streets, water, sewer, storm drainage or similar facilities, and the member’s property will not be affected disproportionately to other properties receiving the same services. Consequently, pursuant to California Code of Regulations Title 2, sections 18700 and 18702.2(c)(1)), this item does not present a real property-related conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.). Page 171 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 3 Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT Approval of the resolution amends the Infrastructure, Facilities, and Equipment Expenditure Plan and amends the fiscal year 2023-24 CIP program budget by appropriating $225,000 from the Measure P fund balance to cover the claim resolution change order and additional consultant and staff costs associated with CIP TRF0408. There are sufficient funds available in the Measure P Fund for this appropriation. There is no current-year fiscal impact to the General Fund as a result of this action. Summary of project costs for TRF0408 are as follows: PROJECT COSTS (ROUNDED) A. Construction Contract $3,200,000 B. Contingencies $660,000 C. Construction Inspection & Management Consultant $890,000 D. Design Consultant $165,000 E. Staff time $560,000 TOTAL $5,475,000 FUNDING SOURCES (ROUNDED) A. Appropriations to Date: Measure P (TRF0408) $5,250,000 B. New Appropriation: Measure P (TRF0408) $ 225,000 TOTAL $5,475,000 ONGOING FISCAL IMPACT There is no ongoing fiscal impact to the General Fund or Measure P Fund as a result of this action. The subject traffic signals are currently maintained by the city and ongoing maintenance costs are not anticipated to change significantly as a result of these modifications. ATTACHMENTS 1. Location Map Staff Contact: William Valle, Director of Engineering and Capital Project Page 172 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE INFRASTRUCTURE, FACILITIES, AND EQUIPMENT EXPENDITURE PLAN AND APPROPRIATING MEASURE P FUNDS TO THE TRAFFIC SIGNAL MODIFICATIONS (TRF0408) CIP PROJECT WHEREAS, on November 8, 2016, Chula Vista voters approved Measure P authorizing a temporary ½ cent sales tax increase on retail sales within the City for a period of ten (10) years to address failing high priority infrastructure projects; and WHEREAS, City Council Resolution No. 2020-227 awarded a construction contract to HMS Construction, Inc. for the Traffic Signal Modifications (Measure P) project, CIP TRF0408; and WHEREAS, the project’s scope of work includes reconstruction of traffic signal infrastructure and upgrades to 11 existing signalized intersections within the city; and WHEREAS, these upgrades improve visibility, provide for protected left turn movements, provide for permissive flashing yellow left turn movements, and replace failing and outdated traffic signal infrastructure at various locations citywide; and WHEREAS, during construction, the contractor encountered site conditions which were different from those shown on the construction plans, primarily due to underground utility conflicts; and WHEREAS, these differing site conditions required significant relocation and redesign of traffic signal infrastructure and resulted in additional costs and delays to the construction work to relocate utilities and traffic signal pole foundations; and WHEREAS, the contractor submitted a claim for additional costs associated with the delays; and WHEREAS, City staff reviewed the documents submitted by the contractor and the contract records and based on the review and additional negotiations with the contractor, reached an agreement; and WHEREAS, an appropriation of $225,000 is needed to cover the negotiated settlement due to the contactor’s material escalation costs during the delay period, and associated consultant and staff costs; and WHEREAS, approval of the proposed resolution appropriates an additional $225,000 above the originally approved amount for construction change orders; and Page 173 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. Page 2 WHEREAS, if the resolution is adopted, in accordance with Chula Vista Municipal Code section 2.56.160(C)(2), the City Engineer can then approve the claim resolution construction change order. NOW, THEREFORE, BE IT RESOLVED b y the City Council of the City of Chula Vista, that it amends the Infrastructure, Facilities, and Equipment Expenditure Plan by adding an additional $225,000 in Measure P funds to TRF0408; and BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it amends the fiscal year 2023-24 CIP Program budget by appropriating $225,000 from the available balance of the Measure P Fund to the Traffic Signal Modifications (TRF0408) CIP Project for a claim resolution change order with HMS Construction, Inc. and associated project costs. Presented by Approved as to form by William S. Valle, PE Jill D.S. Maland Director of Engineering & Capital Projects/ Lounsbery Ferguson Altona & Peak City Engineer Acting City Attorney Page 174 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 175 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda v . 0 03 P a g e | 1 October 17, 2023 ITEM TITLE Agreement: Approve Modifications to the Golf Course Facility Management Agreement with Touchstone Golf, LLC, for Management of the Chula Vista Golf Course Report Number: 23-0279 Location: Chula Vista Golf Course, 4475 Bonita Road Department: Economic Development Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Recommended Action Adopt a resolution approving a modified Golf Course Facility Management Agreement with Touchstone Golf, LLC, for professional management services for the Chula Vista Golf Course. SUMMARY On May 16, 2023, the City Council approved a form of agreement with Touchstone Golf, LLC for management of the Chula Vista Golf Course. On that date, the City Council also authorized the City Manager to enter into an agreement with Huntington National Bank for the lease of eighty (80) golf carts. Since May the City has negotiated with Huntington National Bank and has been unsuccessful in reaching an agreement. As a result, Touchstone Golf, LLC has agreed to enter into an agreement for the golf carts, since the City is unable to do so. The cost of the lease for the golf carts will be paid for by operating revenue generated by the golf course facility regardless of whether the agreement is entered into by the City or Touchstone Golf, LLC. The proposed modifications to the form of agreement with Touchstone Golf, LLC reflect that Touchstone Golf, LLC will enter into an agreement for the golf carts, not the City. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under Page 176 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 2 Section 15378 of the State CEQA Guidelines because the proposed activity consists of a governmental fiscal/administrative activity which does not result in a physical change in the environment; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable DISCUSSION On May 16, 2023, the City Council approved a form of agreement with Touchstone Golf, LLC for management of the Chula Vista Golf Course. On that date, the City Council also authorized the City Manager to enter into an agreement with Huntington National Bank for the lease of eighty (80) golf carts. Since May the City has negotiated with Huntington National Bank and has been unsuccessful in reaching an agreement. As a result, Touchstone Golf, LLC has agreed to enter into an agreement for the golf carts, since the City is unable to do so. The cost of the lease for the golf carts will be paid for by operating revenue generated by the golf course facility regardless of whether the agreement is entered into by the City or Touchstone Golf, LLC. The proposed modifications to the form of agreement with Touchstone Golf, LLC reflect that Touchstone Golf, LLC will enter into an agreement for the golf carts, not the City. The unexecuted form of agreement with Touchstone Golf, LLC that was approved by the City Council in May 2023 and includes redline markup of proposed modifications that are subject to this staff report is included as Attachment 1. DECISION-MAKER CONFLICT Staff has reviewed the property holdings of the City Council members and has found no property holdings within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2, section 18702.2(a)(7) or (8), for purposes of the Political Reform Act (Cal. Gov’t Code §87100, et seq.). Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT Touchstone Golf, LLC’s lease for 80 brand new electric golf carts through 2028 at a cost of $567,946 will be funded through operating income generated by the golf course, as provided for under the agreement between the City and Touchstone Golf, LLC. ONGOING FISCAL IMPACT Modifications to the management agreement with Touchstone Golf, LLC that was approved by City Council in May 2023 at a cost of $96,000 per year (plus any Incentive Fee), and the lease for the golf carts at a cost of $567,946 are covered within the Golf Course’s operating budget for FY 2023/24 through FY 2028/29. The management agreement cost and golf cart lease cost will be funded through operating income generated by the golf course as provided for under the modified agreement between the City and Touchstone Golf, LLC. Page 177 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 3 ATTACHMENTS 1. Redline Modifications to Form of Agreement with Touchstone Golf, LLC for Professional Management Services for the Chula Vista Golf Course Staff Contact: Kevin Pointer, Principal Economic Development Specialist Eric Crockett, Deputy City Manager Page 178 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41277478.2 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING A MODIFIED GOLF COURSE FACILITY MANAGEMENT AGREEMENT BETWEEN THE CITY AND TOUCHSTONE GOLF, LLC WHEREAS, Chula Vista Municipal Code Section 2.56.110 authorizes the City of Chula Vista to enter into contracts for professional services; and WHEREAS, on November 1, 2016 the City Council approved a professional services agreement with Touchstone Golf, LLC to manage the Chula Vista Municipal Golf Course; and WHEREAS, the agreement was for a one-year term including a provision for a one-year extension; and WHEREAS, the agreement was extended and expired on November 31, 2018; and WHEREAS, on August 14, 2018 the City Council approved a Golf Course Facility Management Agreement with Touchstone Golf, LLC for professional management services for the Chula Vista Golf Course through October 31, 2023; and WHEREAS, since 2016, Touchstone Golf, LLC has continued to make physical improvements to the facility, improving the quality of the golf experience and has improved the financial position of the City’s asset while managing to increase patronage and revenues even through the COVID-19 pandemic; and WHEREAS, the City’s interests would be materially better served by applying a different purchasing procedure in accordance with Chula Vista Municipal Code section 2.56.110(H), and the agreement should be awarded to Touchstone Golf, LLC on a “single source” basis because of their unique performance capabilities and compatibility requirements; and WHEREAS, on May 16, 2023, the City Council approved a form of agreement with Touchstone Golf, LLC for professional management services for the Chula Vista Golf Course; and WHEREAS, the City and Touchstone Golf, LLC now desire to make additional modifications to the unexecuted form of agreement, to reflect that Touchstone Golf, LLC, rather than City, will enter into an agreement for the lease of eighty (80) new golf carts. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby: 1. Finds that the City’s interests are better served by applying a different purchasing procedure and on this basis, Touchstone Golf, LLC shall be awarded the contract on a “single source” basis under the authority of Chula Vista Municipal Code section Page 179 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2.56.110(H) because of their unique performance capabilities and the City’s compatibility requirements; and 2. Approves the modified Golf Course Facility Management Agreement, between the City and Touchstone Golf, LLC, in the form presented, with such additional minor modifications as may be required or approved by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and authorizes and directs the Mayor to execute same. Presented by Approved as to form By: Eric C. Crockett Jill D.S. Maland Deputy City Manager/Director of Economic Lounsbery Ferguson Altona & Peak Development Acting City Attorney Page 180 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 GOLF COURSE FACILITY MANAGEMENT AGREEMENT This Agreement (“Agreement”) is made this ____ day of ______ 2023, between Touchstone Golf, LLC (“TOUCHSTONE”), a Delaware limited liability company and The City of Chula Vista a municipal corporation in the county of San Diego, California. (“CITY”). TOUCHSTONE and CITY may be referred to herein individually as a “Party” and collectively as the “Parties”. A. CITY holds title to a parcel of real property (“Property”) including an (18) hole golf course and facility and other amenities known as the Chula Vista Golf Course. B. CITY is in need of a professional manager of the complete operation of the Golf Course Facility, including, but not limited to, accounting and administration of all receipts and disbursements, marketing and sales, supervision of all employees and maintenance of the golf course, clubhouse, related facilities and equipment. C. CITY desires that TOUCHSTONE provide the management and other services which are necessary for the operations of the Golf Course Facility in a professional manner with budgets and operations structured to attempt to accomplish CITY’s financial needs. D. TOUCHSTONE has agreed to provide such services on the terms and conditions herein contained. I. BASIC TERMS A. Basic Terms 1. Term: The “Term” of this Agreement shall commence on November 1, 2023 (the “Commencement Date”) and end on October 31, 2028 (“Completion Date”), unless terminated as provided herein. 2. Extension: Unless TOUCHSTONE or CITY provides the other Party with thirty (30) days written notice prior to the Completion Date of its intent for the Agreement to expire on the Completion Date, the CITY shall have the option to extend the Term of this Agreement one additional term, defined as a five-year increment (the “Extension”). If the CITY exercises its option to extend, the Extension shall be on the same terms and conditions contained herein except as otherwise explicitly provided herein. In order to exercise the option to extend the CITY shall give thirty (30) days written notice prior to the Completion Date to TOUCHSTONE of the CITY’S election to exercise the Extension. Notwithstanding Section VIII, if the Term is extended as provided above, either Party may thereafter terminate the Agreement for any or no reason by providing the other Party with thirty (30) days prior written notice of the effective date of the termination. The foregoing does not limit either Party’s right to terminate the Agreement as otherwise provided in this Agreement. 3. Full Management: The term “Full Management” shall mean the performance of all activities and services required to operate and maintain the Golf Course Facility, including but not limited to those identified in Section III of this Agreement. 4. Base Management Fee: The monthly fee for Full Management shall be eight thousand dollars ($8,000) per month ($96,000 per annum) (the “Base Management Fee”). The Base Management Fee includes all costs and expenses associated with regional and executive Page 181 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 2 - oversight by TOUCHSTONE, plus central accounting functions above the course level, excluding tax accounting. 5. Incentive Management Fee: In addition to the Base Management Fee as provided for above, TOUCHSTONE shall be eligible to be paid an incentive management fee (the "Incentive Management Fee") based on specified levels in Earnings Before Interest, Taxes, Depreciation and Amortization (“EBITDA”). The Incentive Management Fee for each Incentive Fee Period shall either be: EBIDTA less than $500,000 = $0 Incentive Management Fee EBITDA equal to or greater than $500,000, but less than $650,000 = $15,000 Incentive Management Fee EBITDA equal to or greater than $650,000 = $25,000 Incentive Management Fee As used herein, "Incentive Fee Period" shall mean a CITY fiscal year, beginning July 1st and ending on the following June 30th. In the event of CITY’s early termination of this Agreement pursuant to Section VIII that occurs prior to end of the end of the Incentive Fee Period of any year this Agreement is in effect, the Incentive Management Fee shall be calculated and, if eligible, paid, based on a pro-rated schedule of EBITDA for the interim period. In the event of a termination for cause, no Incentive Management Fee shall be due. For each calculation of the Incentive Management Fee, any amount paid and/or accrued shall be excluded from the calculation in order to determine the absolute improvement in EBITDA. 6. Golf Course Facility Description: The term, “Golf Course Facility” shall mean the eighteen (18) hole golf course facility and other amenities known as the Chula Vista Golf Course, including a clubhouse, restaurant, golf shop, practice facility, maintenance and storage facilities, and all improvements and business operations thereof or in connection therewith. 7. Golf Carts: CITY will provide for Golf Carts for use by TOUCHSTONE. CITY only accepts responsibility for costs related to the cost of insurance; and return of the golf carts if CITY selects to replace the Golf Carts with Golf Carts other than E-Z-GO after the term of the Golf Cart Lease Agreement between CITY and Huntington National Bank (“HUNTINGTON”), bearing Lease Number _________________ and dated _________________, attached to this Agreement as Exhibit “C” and incorporated herein by reference (“Lease Agreement”). TOUCHSTONE shall be responsible for maintenance and upkeep of the Golf Carts, and shall ensure the Golf Carts meet any and all standards set forth in the Lease Agreement, including but not limited to the “Return Condition Standards” as defined in the Lease Agreement, and shall comply with or assist CITY in complying with all other terms of the Lease Agreement as applicable. Any expense billed to the Golf Course Facility for not meeting the “Return Condition Standards” at the end of the Lease Agreement, shall be the expense of TOUCHSTONE. TOUCHSTONE shall maintain the golf carts in accordance with E-Z-GO standards. Golf Cart maintenance and repair is an operating expense of the golf course. TOUCHSTONE shall not be responsible for a stolen Golf Cart that the City does not elect to replace. 7. Golf Carts: CITY will reimburse, to the fullest extent legally permissible, TOUCHSTONE out of the operating expenses the full monthly lease payment amount during the Term, including any applicable sales and property taxes (“Cart Lease Costs”) for any cart fleet lease (“Lease”) that is obtained through use of TOUCHSTONE’s credit. CITY will also reimburse, Page 182 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 3 - to the fullest extent legally permissible, TOUCHSTONE for any required deposits related to such Lease. CITY’s aforementioned obligations to reimburse TOUCHSTONE for Cart Lease Costs and related deposits shall survive any early termination of this Agreement. TOUCHSTONE shall not cancel or terminate the Lease, and Touchstone’s obligation to keep the Lease in effect shall survive any early termination of this Agreement. In the event of early termination of this Agreement, TOUCHSTONE shall cooperate in good faith with the CITY and any subsequent manager of the Golf Course Facility in any reasonable CITY request to have a subsequent manager assume the Lease, and TOUCHSTONE’s obligation to cooperate shall survive early termination of this Agreement. CITY accepts responsibility, to the fullest extent legally permissible, for costs related to the cost of insurance, maintenance, and return of the golf carts at the end of any Lease, regardless of whether this Agreement has been terminated or extended. 8. Liquor License: During the Term of this Agreement, TOUCHSTONE agrees to hold the liquor license in its name. TOUCHSTONE agrees that it will transfer the liquor license to CITY’s assignee at the time of the expiration or termination of this Agreement for no additional consideration other than reimbursement of any costs incurred by TOUCHSTONE. TOUCHSTONE shall retain all Net Profits from the sale of alcoholic beverages at the Golf Course Facility; provided, however, that the Base Management Fee shall be reduced each month by the amount equal to the Net Profits retained by TOUCHSTONE for such month. As used herein, the term “Net Profits” shall mean the gross receipts attributable to the sale of alcoholic beverages at the Golf Course Facility less (i) employee salaries, other compensation and benefits, (ii) payments under equipment leases, (iii) costs incurred to purchase alcoholic beverages for service or sale, and (iv) any applicable state and federal taxes, but not specifically excluding TOUCHSTONE’S income taxes in respect of Net Profits retained by TOUCHSTONE pursuant hereto. 9. Addresses for Notices: All notices, demands, and requests to be sent to any Party shall be deemed to have been properly given or served if personally served or deposited in the United States mail, addressed to such party, postage prepaid, registered or certified, within return receipt requested, at the addresses identified below: IF TO TOUCHSTONE: Mr. Stephen T. Harker President and CEO Touchstone Golf, LLC 1052 Overlook Road Berkeley, California 94708 sharker@touchstonegolf.com Fax: (510) 315-0136 and, Mr. Douglas J. Harker Executive Vice President Touchstone Golf, LLC 11612 Bee Caves Road, Bldg. II, Suite 150 Austin, Texas 78738 IF TO CITY: Mr. Kevin Pointer Principal Economic Development Specialist City of Chula Vista Page 183 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 4 - 276 Fourth Avenue Chula Vista, CA 91910 kpointer@chulavistaca.gov and, Attention: City Attorney City of Chula Vista 276 Fourth Avenue Chula Vista, CA 91910 II. REPRESENTATIONS AND RESPONSIBILITIES Each party agrees to cooperate with the other and its officers, employees, agents and contractors in connection with this Agreement. III. POWERS AND RESPONSIBILITIES OF TOUCHSTONE A. CITY hereby appoints TOUCHSTONE to manage the Golf Course Facility and TOUCHSTONE hereby accepts such appointment on the terms and conditions herein contained in this Agreement. Without limiting the generality of the foregoing, TOUCHSTONE shall provide to CITY the management services more particularly set out in this Section III. B. TOUCHSTONE will operate the Golf Course Facility in a good, workmanlike and professional manner by: 1. Providing day-to-day management and oversight of operations of the 18 hole daily fee golf facility to ensure a quality experience for guests and residents. 2. Arranging for the employment of competent management that are trained in the necessary facets of golf course facility management, with sufficient experience in the Golf Course Facility industry to oversee management of the Golf Course Facility. 3. Arranging for the employment of a competent staff and deploying such staff and other resources to insure proper care of the buildings, grounds, and Golf Course Facility. 4. Managing all hiring, training and termination of all Golf Course Facility management and personnel, including administering all labor relations. It is understood that TOUCHSTONE shall maintain the current Golf Course Facility Manager. Any new general manager to be hired shall be subject to the approval of the CITY, not to be unreasonably withheld or delayed. Personnel of the Golf Course facility will become employees of TOUCHSTONE. 5. Overseeing the accounting process including planning and budgeting; daily and monthly sales reporting, producing monthly financial statements; processing all expenses for payment; reviewing monthly cash flow statements; bank account reconciliations, and procession payroll; 6. Preparing and maintaining accurately in all material respects the books, accounts, and records of the operations of the Golf Course Facility and all transactions related to the Golf Course Facility. Page 184 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 5 - 7. Overseeing the planning and implementation of all marketing programs, including developing and execution of membership sales, tournament/catering event sales, social media, email marketing, community outreach (included in marketing calendar), promoting the food and beverage operation, implementing pricing and revenue management techniques, and placing appropriate media/advertising. 8. Arranging for the purchase of such supplies and equipment as is reasonably necessary in order to operate the Golf Course Facility. 9. Maintaining the Golf Course Facilities in a condition consistent with the standards and quality levels defined in the calendar budget and business plan. 10. Coordinating with CITY in advance to cause the Golf Course Facility to operate in compliance with all applicable laws and regulations including without limitation, where applicable, TOUCHSTONE complying with the California Labor Code and all associated California regulations relating to public works and prevailing wages, including but not limited to paying local prevailing wage rates in accordance with Sections 1720 et seq., 1770 et seq., 1771, and 1773, and 1782, as amended, of the California Labor Code for public works construction contracts and public works contracts for alteration, demolition, repair, and /or maintenance work. 11. Overseeing all other matters reasonably necessary for the efficient performance of the operations in connection with the Golf Course Facility. 12. Carrying out duties in a proper and business-like manner and in compliance with all applicable local, state and federal laws, regulations and ordinances. 13. To the extent that TOUCHSTONE has existing business relationships, such as those with suppliers and contractors, the use of which will benefit the CITY and the operation of the Golf Course Facilities, TOUCHSTONE shall make use of those relationships for the purchase, of supplies and equipment, as needed, to operate the Golf Course Facility. 14. TOUCHSTONE has an existing foundation or relationship with a foundation, the Touchstone Golf Foundation (the “Foundation”), which organizes a group of volunteers at the golf course to support non-profit causes and raise donations for them. The volunteers also support the golf course by educating the golfers on pace of play and acting as greeters. TOUCHSTONE shall make use of the Foundation to enhance guest service, community outreach, and promote the Golf Course Facility. C. Subject to any provisions to the contrary herein contained, TOUCHSTONE may subcontract the whole or any part of the performance of its obligations and duties herein described to any wholly owned subsidiary of TOUCHSTONE, or to any other person, firm, or CITY approved by CITY. The subcontracting of the whole or any part of its obligations and duties as aforesaid shall not relieve TOUCHSTONE from liability for the performance of such obligations and duties before or after such contracting. D. For the term of this Agreement, TOUCHSTONE will carry reasonable amounts, as determined by CITY’s Risk Manager, of general liability insuring all Golf Course Facility assets and operations, and completed operations including Fire Legal Liability Sublimit of not less than $100,000. TOUCHSTONE will also provide other insurance coverage as it or CITY deems Page 185 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 6 - necessary and normal for the operation of the Golf Course Facility, including but not limited to worker’s compensation and automobile liability. Liquor liability insurance/DRAM shop insurance will only be required if TOUCHSTONE operates the food and beverage operation. To the extent available, all of the foregoing insurance policies shall name CITY and all of its officers, officials, employees, and agents as additional insureds. The cost of all insurance called for in this paragraph III D shall be the sole responsibility of CITY and premiums paid by TOUCHSTONE shall be paid or reimbursed from the Operating Account(s) of the Golf Course, as defined below. Notwithstanding the foregoing, CITY agrees to provide all property insurance with respect to structures, and business property owned by City. TOUCHSTONE shall carry Fire Legal Liability of not less than $100,000 per occurrence. Specific insurance coverage and limits are described in EXHIBIT B – TOUCHSTONE GOLF INSURANCE COVERAGE. E. Unless otherwise directed by CITY, all contracts and agreements that relate specifically to the Golf Course Facility shall be entered into by and in the name of CITY. No contract or agreement shall be entered into without CITY approval unless in accordance with the budget and terminable on 30-days’ notice. TOUCHSTONE shall provide CITY copies of all such contracts and agreements which are binding upon or obligate CITY within ten (10) business days of their execution. F. TOUCHSTONE shall approve and pay all operating expenses of the Golf Course Facility promptly, unless the amounts thereof are in dispute. In addition, TOUCHSTONE will calculate any moneys or fees due TOUCHSTONE in accordance with this Agreement. TOUCHSTONE is authorized to pay its fees and expenses owing under this Agreement from the bank account utilized to pay operating expenses for the Golf Course Facility. No director or officer of TOUCHS TONE shall have any interest in any concession at the Golf Course Facility or in any contract for the Golf Course Facility without approval by the CITY or its designee. CITY shall designate bank account(s) necessary to fulfill the payment of expenses (“Operating Account(s)”) and shall authorize TOUCHSTONE and Golf Course Facility employees, as necessary, to make deposits and authorize disbursements from the Operating Account(s), which authorization shall be presumed for individuals named on bank resolutions and/or signature cards. G. TOUCHSTONE does not give any general or specific guarantee as to the profitability of the Golf Course Facility, the attendance thereat or the revenues therefrom. H. Upon expiration of the term of this Agreement, or upon the prior termination of this Agreement, and in any year prior to such expiration or termination, TOUCHSTONE agrees and covenants to cooperate fully with CITY or CITY’s designated successor manager in the smooth and businesslike transfer of the operations of Golf Course Facility including but not limited to transfer of accounts, contracts, policies, licenses, permits, equipment and improvements in connection with the Golf Course Facility to CITY or CITY’s designees, except proprietary information or processes, including proprietary software, to which TOUCHSTONE has the sole or exclusive ownership rights (“Proprietary Property”). TOUCHSTONE shall clearly identify any Proprietary Property with such designations as “Confidential” or “Proprietary”. Furthermore, TOUCHSTONE agrees and covenants to execute all documents required or convenient to accomplish any such transfer in a timely, effective and efficient manner. On the expiration or on the termination of this Agreement for any reason, all Golf Course Facility property and interests therein, including cash, accounts, books, records, contracts; policies; licenses, permits and improvements in the Golf Course Facility property, except Proprietary Property and property rights Page 186 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 7 - the Parties have agreed shall be the property of TOUCHSTONE, will be promptly turned over to CITY and be the property of CITY. TOUCHSTONE shall execute and deliver to CITY all documents necessary to legally effectuate each of the transactions. Unless otherwise agreed in writing by the Parties hereto, TOUCHSTONE shall remove its personnel and personal property from the Golf Course Facility upon such expiration or termination. Upon such expiration or termination, TOUCHSTONE shall surrender to CITY all cash and other assets of the Golf Course Facility. A transitional fee of fifteen thousand dollars ($15,000) will be paid by the CITY to TOUCHSTONE to cover the transition, wind down, and final accounting. I. TOUCHSTONE shall not make, or suffer to be made, any alterations of the Golf Course Facility or any part thereof if the cost of such alteration in the aggregate would be in excess of ten thousand dollars ($10,000) unless already included within the then approved budget for the Golf Course Facility without the prior written consent of CITY. TOUCHSTONE shall keep the Golf Course Facility premises and CITY’s property in which such premises are situated free from any liens arising out of any work performed or material furnished to the property. In the event such liens are placed, TOUCHSTONE shall immediately inform the CITY of the lien(s) and remove such liens as soon as reasonably possible. J. TOUCHSTONE shall not discriminate against any employee or applicant for employment because of race, color, creed, sex, age, national origin or non-disqualifying handicap. TOUCHSTONE shall not discriminate because of race, religion, color, ancestry, sex, national origin or non-disqualifying handicap against any person by refusing to furnish such person any service or privilege offered to or enjoyed by the general public, nor shall TOUCHSTONE or its employees publicize the Golf Course Facility in any manner that would directly or inferentially reflect on the acceptability of the patronage of any person because of race, religion, color, ancestry, sex, national origin or non-disqualifying handicap, nor shall the Golf Course Facility be so used. IV. MANAGEMENT COMPENSATION Payments for services under this Agreement shall be made as follows: 1. The Base Management Fee set forth in Section I shall be due and paid to TOUCHSTONE, upon issuance of the income statement for the month. 2. The Incentive Management Fee, if earned, shall be due and payable within thirty (30) days of the City’s approval of the financial statement for the prior twelve (12) month period consisting of a CITY fiscal year as described in Section I.A.5. V. PLANNING AND BUDGETS No later than March 1st of each year, TOUCHSTONE and CITY shall have prepared and received CITY’s approval of the annual budget (which shall include a line item budget by month of all revenue, costs of goods, operating expenses, payroll costs, management expenses, and other expenditures necessary for Full Management of the Golf Course Facility), marketing calendar, capital improvement plan, facility improvement plan, and equipment plan (collectively, the “Annual Budget”). Until such time that the Annual Budget is complete and approved by CITY, TOUCHSTONE shall use its best commercially reasonable efforts to operate the Golf Course Facility under the existing budget framework provided by TOUCHSTONE to CITY or in a manner consistent with the current market position of the Golf Course Facility. The capital improvement Page 187 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 8 - plan, facility improvement plan and equipment plan shall be reviewed by CITY to identify expenses, if any, to be excluded from the EBITDA calculation. VI. RECORDS, ACCOUNTS AND REPORTS A. TOUCHSTONE shall accurately in all material respects prepare and maintain the books, accounts, and records of the operations of the Golf Course Facility and all transactions related to the Golf Course Facility, in accordance with the Generally Accepted Accounting Principles (GAAP and City’s financial policies). B. TOUCHSTONE shall prepare monthly financial statements including a balance sheet, statement of operations and other financial data reasonably requested by CITY no later than twenty five (25) calendar days following the end of each month. TOUCHSTONE is not responsible for the preparation of the annual tax return of the Golf Course Facility. C. TOUCHSTONE shall utilize CITY’s capitalization and depreciation/amortization policy in the preparation of TOUCHSTONE’s monthly financial statements. TOUCHSTONE shall provide a listing of all capital improvements and capital equipment purchases monthly. D. CITY shall have the right, upon request, to examine all books and records and to, at CITY’s expense, request an audit. E. TOUCHSTONE shall maintain all books and records until termination or expiration of this Agreement, at which time they shall be transferred to the CITY or CITY’s assignee in accordance with the terms of this Agreement. VII. PAYMENT AND REIMBURSEMENT OF EXPENSES A. TOUCHSTONE shall be entitled to reimbursement from CITY for those reasonable costs and expenses of maintaining, operating, and supervising the operating and supervising the operation of the Golf Course Facility, provided they are in accordance with the contracts and consistent with the approved budget or within permitted variances provided for elsewhere in this Agreement, to include, but not limited to the following: 1. The salaries, fringe benefits, workers compensation insurance and expenses of employees; 2. All costs and expenses of any advertising or business promotion; 3. Costs of goods sold, including inventory and supplies necessary to conduct the business of the Golf Course Facility; 4. All expenditures for capital expenditures, repairs and maintenance, equipment and supplies; 5. Premiums for insurance maintained; 6. All expenses of regulatory compliance, permits, etc., it being specifically agreed that legal fees incurred in connection with regulatory compliance for such liquor licenses, food service, etc. are approved, reasonable and necessary legal fees of attorney’s retained by CITY or otherwise Page 188 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 9 - approved by CITY in advance, directly related to the operation and protection of the Golf Course Facility and CITY’s and TOUCHSTONE’s liability; 7. Cost and expenses of utilities; 8. General and administrative and accounting costs, including forms and checks; 9. Preapproved consulting fees for certain expertise (e.g. agronomy) needed to address specific needs of the Golf Course Facility; and 10. Accounting Fees (e.g. banking fees, electronic bill pay system fees, etc.), Incentive Management Fees and reimbursable expenses (e.g. travel for non-course based support team) of TOUCHSTONE as set forth herein. B. CITY is responsible for providing sufficient funds to cover the operating expenses for the Golf Course Facility. TOUCHSTONE, acting as authorized independent contractor for CITY, will deposit all revenues of the Golf Course Facility into an Operating Account(s) or accounts for the Golf Course Facility and TOUCHSTONE will have authority to draw upon the funds in the Operating Account(s) to cover operating expenses. In the event that funds in the Operating Account(s) are not sufficient to cover operating expenses, TOUCHSTONE shall advise CITY of the shortfall or potential shortfall and CITY shall deposit additional funds into the appropriate account in a timely manner in order to ensure that sufficient funds are available to meet the operational requirements of the Golf Course Facility. Touchstone will have no obligation to contribute funds to the Operating Account(s) of the Golf Course Facility. C. TOUCHSTONE may cause the Golf Course Facility to incur any expense (i) that is included in the approved Annual Operating Budget; (ii) that is needed to remedy any emergency situation that, in TOUCHSTONE’s professional judgment, is potentially hazardous, unsafe or damaging to the Golf Course Facility or to persons reasonably expected to be present at the Golf Course Facility (e.g., employees, patrons, authorized visitors) (“Emergency Expenditure”), as more particularly set forth hereinabove; or (iii) as otherwise expressly approved by CITY. TOUCHSTONE shall not incur any expense that is not consistent with the Annual Operating Budget without the consent of the CITY, except in the case of an emergency (as elsewhere provided in this Agreement) or as otherwise provided in this Agreement. TOUCHSTONE shall not enter into any contract, even if otherwise authorized hereunder, which binds or purports to bind CITY or the Golf Course Facility without the prior written approval of CITY if the term of such contract exceeds the Term unless such contract is terminable on 30 days’ notice. Excepting only Emergency Expenditures or expenditures included in the approved budget, TOUCHSTONE shall not incur any single expense, even if otherwise authorized hereunder, which is chargeable to CITY or to the Golf Course Facility if the amount equals or exceeds ten thousand dollars ($10,000). D. TOUCHSTONE may reallocate up to twenty five percent (25%) of any amount budgeted with respect to any one line item in the Annual Operating Budget to another line item budgeted therein, provided that the aggregate expenditures in the Annual Budget are unaffected. Unbudgeted minor expenditures unforeseen at the time of preparation of the Annual Budget, and reasonably deemed necessary by TOUCHSTONE, may be made without CITY authorization except that unbudgeted expenditures aggregating more than ten thousand dollars ($10,000) in any month, or more than fifty thousand dollars ($50,000) in any year, may not be made without CITY's written approval. Page 189 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 10 - VIII. TERMINATION A. The term of this Agreement shall be for the Term plus Extensions, if applicable. B. Notwithstanding the provisions of Section I, this Agreement may be terminated prior to the end of the Term plus Extensions, if applicable, as follows: 1. Mutual Consent: At any time by mutual agreement between TOUCHSTONE and CITY. 2. For Convenience: CITY may suspend or terminate this Agreement, at any time and for any or no reason, with or without cause, by giving specific written notice to TOUCHSTONE of such termination or suspension at least one hundred and eighty (180) days prior to the effective date thereof. 3. For Cause: Following a material breach of any of the terms and conditions of this Agreement, not amounting to gross negligence, the non-breaching party may terminate this Agreement following a written notice of breach and failure to cure as follows: Notice: The non-breaching party shall provide the other with written notice of the breach (the “Notice to Cure”). The Notice to Cure shall include sufficient detail to inform the nature of the alleged breach and shall indicate a date not less than fifteen (15) days from the date on the Notice to Cure by which the alleged breach shall be cured. Opportunity to Cure: The party accused of breach shall have an opportunity to cure the alleged breach within the timeframe provided in the Notice to Cure. In the event that a cure cannot be reasonably accomplished within the timeframe identified in the Notice to Cure, the party accused of the breach shall provide the other party with an explanation of why the cure cannot be accomplished within the timeframe provided, indicate a date by which the cure can be completed, and diligently pursue the cure to completion. 4. In the event of gross negligence in the operation of the Golf Course Facility by TOUCHSTONE, immediately upon receipt of written notice. Notice may be delivered personally, by e-mail, or by registered mail, or equivalent mail delivery service which provides for a signature of receipt. Page 190 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 11 - IX. MUTUAL INDEMNITY A. Indemnification by CITY of TOUCHSTONE CITY shall defend, indemnify, protect, and hold harmless the TOUCHSTONE, its officers, employees, agents, and affiliated entities, from and against any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any negligence or willful misconduct of CITY, its official, officers, employees and agents arising out of in connection with this Agreement. This indemnity provision does not include any claims, damages, liability, costs and expenses (including without limitations, attorneys fees) arising from the sole negligence, or willful misconduct of TOUCHSTONE, its officers, employees, agents or affiliated entities. B. Indemnification by TOUCHSTONE of CITY TOUCHSTONE shall defend, indemnify, protect, and hold harmless the CITY, its elected and appointed officers, agents and employees, from and against any and all claims, demands, causes of action, costs, expenses, liability, loss, fines, penalties, damages or injury, in law or equity, to property, including takings claims, or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions, negligence, or willful misconduct of TOUCHSTONE, its officers, employees, agents, or affiliated entities, arising out of or in connection with this Agreement, including the failure or alleged failure to pay prevailing wages as required by law or to comply with applicable provisions of the California Labor Code (including but not limited to Labor Code Sections 1720 et seq. and 1770 et seq.) and associated regulations. This indemnity provision does not include any claims, damages, liability, costs and expenses (including without limitations, attorneys fees) arising from the sole negligence, active negligence, or willful misconduct of CITY, its officers, employees, agents or affiliated entities. C. Enforcement Costs: To the extent that a party hereto is entitled to be indemnified (“Indemnitee”) by the other (“Indemnitor”) according to the provisions above, the Indemnitor agrees to pay any and all costs Indemnitee incurs enforcing such provisions. D. Survival. An Indemnitor’s obligations under Section IX shall survive the expiration and termination of this Agreement. X. REPRESENTATIONS AND WARRANTIES A. CITY represents and warrants to TOUCHSTONE as follows: 1. CITY is duly organized and validly existing under the laws of the state of its creation and is qualified to do business and is in good standing in the state in which the Golf Course Facility is located, with full power and authority to enter into and execute this Agreement and to consummate the transactions contemplated hereby. CITY has received all requisite partner or corporate approvals necessary for the execution and delivery of this Agreement and the consummation of the transactions contemplated hereby and this Agreement constitutes the legal, valid and binding obligation of CITY, enforceable against CITY in accordance with its terms, except as such enforceability may be limited by bankruptcy, insolvency, moratorium, reorganization or other similar laws affecting debtors’ and creditors’ rights generally and general equitable provisions. Page 191 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 12 - 2. To the best of the CITY’S knowledge, except as listed in Exhibit A, CITY has not received written notice from any governmental authority that the existing use, maintenance and operation of the Golf Course Facility or any portion thereof violates any law in any material respect. CITY has not received any written notice from any mortgagee, insurance company, fire marshal or building inspector requiring or requesting the performance of any work or alterations to the Improvements which has not been performed. 3. Except as set forth in Exhibit A, there are no actions, suits, or proceedings pending or, to the best of CITY’s knowledge, threatened in any court or before or by any governmental authority against or affecting the Golf Course Facility, except as disclosed in Exhibit A attached hereto and made a part hereof. 4. There are no pending eminent domain or condemnation proceedings against the Golf Course Facility or any part thereof and to the best of CITY’s knowledge, no such proceedings are presently threatened or contemplated by any authority with the power of eminent domain. 5. The CITY is not aware of any contracts or other obligations outstanding for the sale, exchange or transfer of the Golf Course Facility or any portion thereof. B. TOUCHSTONE represents and warrants to CITY as follows: 1. TOUCHSTONE is duly organized and validly existing under the laws of the state of its creation as a Delaware limited partnership, and is qualified to do business and is in good standing in the state in which the Golf Course Facility is located, with full power and authority to enter into and execute this Agreement and to consummate the transactions contemplated hereby. TOUCHSTONE has received all requisite partner or corporate approvals necessary for the execution and delivery of this Agreement and the consummation of the transactions contemplated hereby and this Agreement constitutes the legal, valid and binding obligation of TOUCHSTONE, enforceable against TOUCHSTONE in accordance with its terms, except as such enforceability may be limited by bankruptcy, insolvency, moratorium, reorganization or other similar laws affecting debtors’ and creditors’ rights generally and general equitable provisions. XI. CONFIDENTIALITY A. TOUCHSTONE acknowledges and agrees that CITY is subject to the California Public Records Act and numerous other laws and regulations regarding transparency and public disclosure of information (collectively, “Public Disclosure Laws”). Nothing contained in this Agreement is intended to create an obligation of CITY that is or would be in conflict with any Public Disclosure Laws. Except as required by Public Disclosure Laws or a court of competent jurisdiction, each party at all times hereafter shall attempt to preserve the secrecy an confidentiality of all other party’s confidential information (as defined hereafter) as it relates to the operation of the other party’s golf facilities, shall not attempt to use or in any way appropriate the same for its own use or benefit and shall not knowingly disclose or knowingly permit to be disclosed to any person (other than employees of CITY and TOUCHSTONE) confidential information without the prior written consent of the applicable party, except as required by law. Such consent shall not be unreasonably withheld. “Confidential information” means all information and data related to TOUCHSTONE, used by TOUCHSTONE in connection with TOUCHSTONE’s obligations hereunder and related to other tennis or Golf Course Facilities of TOUCHSTONE, which information and data relates to TOUCHSTONE trade secrets, ideas, know-how, improvements, Page 192 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 13 - inventions, technologies or internal business facts (including financial and operating information), except such information or data which is generally available to the public without CITY’s fault or its acquired in good faith by CITY from a third party who CITY has no reason to believe acquired the same in other than good faith and who is not under any obligation to TOUCHSTONE in respect thereof. B. TOUCHSTONE is permitted to identify its relationship with the Golf Course Facility in its advertising and marketing literature and website, including a photograph of the Golf Course Facility acceptable to CITY, with a generic reference stating that the Golf Course Facility, is a client (or upon expiration of the Term plus Extensions, if applicable, was a client) of TOUCHSTONE. XII. FORCE MAJEURE A. For the purposes of this Section XII, “force majeure” shall mean an act of God, strike, lockout or other industrial disturbance, act of a public enemy, war blockade, public riot, lightning, fire, storm, earthquake, flood, explosion, governmental restraint, breakage or accidents to equipment and any other cause, whether of the kind specifically enumerated above or otherwise, which shall not reasonably be within the control of the party claiming suspension. B. If TOUCHSTONE or CITY is unable, wholly or in part, by reason of force majeure (as herein defined) to carry out an obligation under this Agreement, such obligation shall be suspended so far as it is affected by such force majeure during the continuance thereof. The party unable to perform shall give the other party prompt notice of such force majeure with reasonably full particulars thereof and, insofar as is known, the probable extent to which it will be unable to perform or be delayed in performing such obligation. The party unable to perform shall use all possible diligence to remove such force majeure as quickly as possible. C. The requirement that any “force majeure” shall be removed with all possible diligence shall not require the settlement by the party unable to perform due to strikes, lockouts or other labor disputes or the meeting of any claims of or demands by any supplier or government entity contrary to the wishes of TOUCHSTONE or CITY or which may be harmful to CITY or to TOUCHSTONE. XIII. NO WAIVER No failure on the part of the CITY or TOUCHSTONE to insist upon the strict performance by the other of any covenant, term or condition of this Agreement, nor any failure to exercise any right or remedy consequent upon a breach of any covenant, term, or condition of this Agreement, shall constitute a waiver of any such breach of such covenant, term or condition. No waiver of any breach shall affect or alter this Agreement, and each and every covenant, condition, and term hereof shall continue in full force and effect to any existing or subsequent breach. XIV. AMENDMENTS This Agreement and the Exhibits and referenced incorporated into this Agreement fully express all understandings of the Parties concerning the matters covered in this Agreement. No change, alteration, or modification of the terms or conditions of this Agreement, and no verbal understanding of the Parties, their officers, agents, or employees shall be valid unless made in the Page 193 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 14 - form of a written change agreed to in writing by both Parties or an amendment to this Agreement agreed to by both Parties. All prior negotiations and agreements are merged into this Agreement. XV. SEVERABILITY A. If it is held by a court of competent jurisdiction that: 1. any part of this Agreement is void, voidable, illegal or unenforceable; or 2. this Agreement would be void, voidable, illegal or unenforceable unless any part of this Agreement were severed from this Agreement; then that part shall be severable from and shall not affect the continued operation of the rest of this Agreement. B. The provisions of Section XV (A) shall not apply if the part of the Agreement affected is a substantive part in which event the parties shall in good faith renegotiate the provisions of the part so affected. XVI. ASSIGNMENT A. This Agreement shall be binding on all parties hereto and their respective successors and assigns. B. A party shall not assign its rights and shall not be (except as provided herein) released from its obligations in, to, or under, this Agreement. XVII. COUNTERPARTS This Agreement may be executed in any number of counterparts, each of which, when so executed, shall be deemed to be an original and such counterparts shall together constitute an agreement. XVIII. NOTICES Any notice, document or other item to be given delivered, furnished or received under this Agreement shall be deemed given, delivered, furnished or received when given in writing and personally delivered to an officer of the applicable party, or, after same is deposited with the United States Postal Service, postage prepared, registered or certified first class mail, return receipt requested, addressed to such applicable part at the address or addresses as such party may from time to time designate by written notice to the other, at the time of delivery shown on such return receipt with the initial addresses being as set forth in the Basic Terms. XIX. MISCELLANEOUS A. All recitals herein are incorporated into this Agreement and are made part hereof. B. Time is of the essence of each covenant and condition set forth in this Agreement. Page 194 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 15 - C. The relationship between CITY and TOUCHSTONE is that of independent contractors, and except as herein expressly provided, neither party is granted any right or authority to assume or create any obligation or responsibility, express or implied, on behalf of or in the name of the other or to bind the other in any manner or thing whatsoever. D. The remedies provided herein for breach of this Agreement are not exclusive; and, in event of breach, the parties hereto have all the remedies provided by law. E. This Agreement is not intended and does not create any rights or interest in persons not a party hereto. F. Where the consent or approval of a party is required or necessary under this Agreement, the consent or approval shall be in writing and not be unreasonably withheld. G. Exhibits. Each of the following Exhibits is attached hereto and incorporated herein by this reference: Exhibit A: Known Litigation and Other Matters Exhibit B: Touchstone Golf LLC Insurance Coverage Exhibit C: Lease Agreement (Golf Carts) H. The Parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms and conditions of this Agreement, and the decision of whether or not to seek advice of counsel with respect to this Agreement is a decision that is the sole responsibility of each Party. This Agreement shall not be construed in favor of or against either Party by reason of the extent to which each Party participated in the drafting of this Agreement. I. If an apparent conflict or inconsistency exists between the main body of this Agreement and the Exhibits, the main body of this Agreement shall control. If a conflict exists between applicable federal, state, or local law, rule, regulation, order, or code and this Agreement, the law, rule, regulation, order, or code shall control. Varying degrees of stringency among the main body of this Agreement, the Exhibits, and laws, rules, regulations, orders, or codes are not deemed conflicts, and the most stringent requirement shall control. Each Party shall notify the other immediately upon the identification of any apparent conflict or inconsistency concerning this Agreement. J. The Parties shall cooperate with each other in good faith, and assist each other in the performance of the provisions of this Contract. K. Further Assurances. CITY and TOUCHSTONE each agree to execute and deliver such additional documents as may be required to effectuate the purposes of this Agreement. L. The singular includes the plural and words importing one gender include the other gender. M. The headings in this Agreement are for convenience only and shall not affect its interpretation. XX. APPLICABLE LAW Page 195 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 16 - This Agreement is subject to the law of the state in which the Golf Course Facility is located and the Parties submit to the jurisdiction of the courts of that State. IN WITNESS WHEREOF, the Parties, have indicated their approval to the terms and conditions herein by the signatures below, and the Agreement shall be deemed executed on the date first hereinbefore written. TOUCHSTONE GOLF, LLC, a Delaware limited liability company By: Name: Stephen T. Harker Title: Chief Executive Officer CITY OF CHULA VISTA a Municipal Corporation By: Name: John McCann Title: Mayor ATTEST By: Name: Kerry K. Bigelow Title: City Clerk APPROVED AS TO FORM By: Name: Title: City Attorney Page 196 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 17 - GOLF COURSE FACILITY MANAGEMENT AGREEMENT LIST OF EXHIBITS Exhibit A: Known Litigation and Other Matters Exhibit B: Touchstone Golf LLC Insurance Coverage Exhibit C: Golf Cart Lease Agreement Page 197 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 18 - EXHIBIT A Known Litigation and Other Matters None Page 198 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41273358.241697355.1 - 19 - EXHIBIT B Touchstone Golf LLC Insurance Coverage For the term of this Agreement, including any extensions, TOUCHSTONE GOLF LLC shall carry the following insurance, containing the limits and conditions described below: TOUCHSTONE will maintain commercial general liability insurance on standard ISO form CG 00 01, or equivalent, with limits not less than $1M per occurrence and $2M annual aggregate, and including Fire Legal Liability of not less than $100,000 per occurrence. TOUCHSTONE will maintain commercial auto liability insurance, including hired and non-owned auto liability, with limits not less than $1M combined single limit of liability. Should TOUCHSTONE be required to hold liquor license or otherwise become legally liable for liquor service, TOUCHSTONE will maintain liquor liability insurance with limits not less than $1M per occurrence.* The general liability, auto liability and liquor liability policies maintained by TOUCHSTONE shall name CITY as an additional insured and shall respond on a primary and non-contributory basis to claims of legal liability for which TOUCHSTONE is responsible. TOUCHSTONE will maintain a worker’s compensation policy for TOUCHSTONE employees in accordance with statutory requirements in the state where TOUCHSTONE is doing business or hires employees. TOUCHSTONE workers compensation policy shall contain employer’s liability limits of $1M each accident, $1M each disease each employee and $1M each disease – policy limit. TOUCHSTONE shall carry an umbrella policy with limits of $5M per occurrence and $5M annual aggregate, which follows form on the underlying general liability, auto liability, liquor liability and worker’s compensation policies. TOUCHSTONE general liability policy, auto liability policy, liquor liability policy and worker’s compensation policy shall contain a waiver of subrogation in favor of CITY. TOUCHSTONE shall give 30 days notice of cancellation to CITY in the event that a required policy will cancel during the term of this agreement. TOUCHSTONE will carry business income and extra expense coverage, where required, with limits agreed upon by TOUCHSTONE and CITY. Insurance for flood and earthquake are excluded from standard TOUCHSTONE insurance requirements. CITY’s Risk Manager may require TOUCHSTONE to carry updated or additional insurance requirements by giving TOUCHSTONE written notice of such requirements. TOUCHSTONE will make a diligent effort to comply with request from CITY to procure updated or additional insurance within thirty (30) days. * Liquor liability insurance/DRAM shop insurance will only be required if TOUCHSTONE operates the food and beverage operation. If food and beverage is operated by a third party concessionaire, the concessionaire will provide this insurance and name TOUCHSTONE as additionally insured. Page 199 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 AC#2023-240 AC GOLF COURSE FACILITY MANAGEMENT AGREEMENT This Agreement (“Agreement”) is made this 17th day of October 2023, between Touchstone Golf, LLC (“TOUCHSTONE”), a Delaware limited liability company and The City of Chula Vista a municipal corporation in the county of San Diego, California. (“CITY”). TOUCHSTONE and CITY may be referred to herein individually as a “Party” and collectively as the “Parties”. A. CITY holds title to a parcel of real property (“Property”) including an (18) hole golf course and facility and other amenities known as the Chula Vista Golf Course. B. CITY is in need of a professional manager of the complete operation of the Golf Course Facility, including, but not limited to, accounting and administration of all receipts and disbursements, marketing and sales, supervision of all employees and maintenance of the golf course, clubhouse, related facilities and equipment. C. CITY desires that TOUCHSTONE provide the management and other services which are necessary for the operations of the Golf Course Facility in a professional manner with budgets and operations structured to attempt to accomplish CITY’s financial needs. D. TOUCHSTONE has agreed to provide such services on the terms and conditions herein contained. I. BASIC TERMS A. Basic Terms 1. Term: The “Term” of this Agreement shall commence on November 1, 2023 (the “Commencement Date”) and end on October 31, 2028 (“Completion Date”), unless terminated as provided herein. 2. Extension: Unless TOUCHSTONE or CITY provides the other Party with thirty (30) days written notice prior to the Completion Date of its intent for the Agreement to expire on the Completion Date, the CITY shall have the option to extend the Term of this Agreement one additional term, defined as a five-year increment (the “Extension”). If the CITY exercises its option to extend, the Extension shall be on the same terms and conditions contained herein except as otherwise explicitly provided herein. In order to exercise the option to extend the CITY shall give thirty (30) days written notice prior to the Completion Date to TOUCHSTONE of the CITY’S election to exercise the Extension. Notwithstanding Section VIII, if the Term is extended as provided above, either Party may thereafter terminate the Agreement for any or no reason by providing the other Party with thirty (30) days prior written notice of the effective date of the termination. The foregoing does not limit either Party’s right to terminate the Agreement as otherwise provided in this Agreement. 3. Full Management: The term “Full Management” shall mean the performance of all activities and services required to operate and maintain the Golf Course Facility, including but not limited to those identified in Section III of this Agreement. 4. Base Management Fee: The monthly fee for Full Management shall be eight thousand dollars ($8,000) per month ($96,000 per annum) (the “Base Management Fee”). The Base Management Fee includes all costs and expenses associated with regional and executive DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 200 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 2 - oversight by TOUCHSTONE, plus central accounting functions above the course level, excluding tax accounting. 5. Incentive Management Fee: In addition to the Base Management Fee as provided for above, TOUCHSTONE shall be eligible to be paid an incentive management fee (the "Incentive Management Fee") based on specified levels in Earnings Before Interest, Taxes, Depreciation and Amortization (“EBITDA”). The Incentive Management Fee for each Incentive Fee Period shall either be: EBIDTA less than $500,000 = $0 Incentive Management Fee EBITDA equal to or greater than $500,000, but less than $650,000 = $15,000 Incentive Management Fee EBITDA equal to or greater than $650,000 = $25,000 Incentive Management Fee As used herein, "Incentive Fee Period" shall mean a CITY fiscal year, beginning July 1st and ending on the following June 30th. In the event of CITY’s early termination of this Agreement pursuant to Section VIII that occurs prior to end of the end of the Incentive Fee Period of any year this Agreement is in effect, the Incentive Management Fee shall be calculated and, if eligible, paid, based on a pro-rated schedule of EBITDA for the interim period. In the event of a termination for cause, no Incentive Management Fee shall be due. For each calculation of the Incentive Management Fee, any amount paid and/or accrued shall be excluded from the calculation in order to determine the absolute improvement in EBITDA. 6. Golf Course Facility Description: The term, “Golf Course Facility” shall mean the eighteen (18) hole golf course facility and other amenities known as the Chula Vista Golf Course, including a clubhouse, restaurant, golf shop, practice facility, maintenance and storage facilities, and all improvements and business operations thereof or in connection therewith. 7. Golf Carts: CITY will reimburse, to the fullest extent legally permissible, TOUCHSTONE out of the operating expenses the full monthly lease payment amount during the Term, including any applicable sales and property taxes (“Cart Lease Costs”) for any cart fleet lease (“Lease”) that is obtained through use of TOUCHSTONE’s credit. CITY will also reimburse, to the fullest extent legally permissible, TOUCHSTONE for any required deposits related to such Lease. CITY’s aforementioned obligations to reimburse TOUCHSTONE for Cart Lease Costs and related deposits shall survive any early termination of this Agreement. TOUCHSTONE shall not cancel or terminate the Lease, and Touchstone’s obligation to keep the Lease in effect shall survive any early termination of this Agreement. In the event of early termination of this Agreement, TOUCHSTONE shall cooperate in good faith with the CITY and any subsequent manager of the Golf Course Facility in any reasonable CITY request to have a subsequent manager assume the Lease, and TOUCHSTONE’s obligation to cooperate shall survive early termination of this Agreement. CITY accepts responsibility, to the fullest extent legally permissible, for costs related to the cost of insurance, maintenance, and return of the golf carts at the end of any Lease, regardless of whether this Agreement has been terminated or extended. 8. Liquor License: During the Term of this Agreement, TOUCHSTONE agrees to hold the liquor license in its name. TOUCHSTONE agrees that it will transfer the liquor license to CITY’s assignee at the time of the expiration or termination of this Agreement for no additional consideration other than reimbursement of any costs incurred by TOUCHSTONE. DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 201 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 3 - TOUCHSTONE shall retain all Net Profits from the sale of alcoholic beverages at the Golf Course Facility; provided, however, that the Base Management Fee shall be reduced each month by the amount equal to the Net Profits retained by TOUCHSTONE for such month. As used herein, the term “Net Profits” shall mean the gross receipts attributable to the sale of alcoholic beverages at the Golf Course Facility less (i) employee salaries, other compensation and benefits, (ii) payments under equipment leases, (iii) costs incurred to purchase alcoholic beverages for service or sale, and (iv) any applicable state and federal taxes, but not specifically excluding TOUCHSTONE’S income taxes in respect of Net Profits retained by TOUCHSTONE pursuant hereto. 9. Addresses for Notices: All notices, demands, and requests to be sent to any Party shall be deemed to have been properly given or served if personally served or deposited in the United States mail, addressed to such party, postage prepaid, registered or certified, within return receipt requested, at the addresses identified below: IF TO TOUCHSTONE: Mr. Stephen T. Harker President and CEO Touchstone Golf, LLC 1052 Overlook Road Berkeley, California 94708 sharker@touchstonegolf.com Fax: (510) 315-0136 and, Mr. Douglas J. Harker Executive Vice President Touchstone Golf, LLC 11612 Bee Caves Road, Bldg. II, Suite 150 Austin, Texas 78738 IF TO CITY: Mr. Kevin Pointer Principal Economic Development Specialist City of Chula Vista 276 Fourth Avenue Chula Vista, CA 91910 kpointer@chulavistaca.gov and, Attention: City Attorney City of Chula Vista 276 Fourth Avenue Chula Vista, CA 91910 II. REPRESENTATIONS AND RESPONSIBILITIES Each party agrees to cooperate with the other and its officers, employees, agents and contractors in connection with this Agreement. III. POWERS AND RESPONSIBILITIES OF TOUCHSTONE DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 202 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 4 - A. CITY hereby appoints TOUCHSTONE to manage the Golf Course Facility and TOUCHSTONE hereby accepts such appointment on the terms and conditions herein contained in this Agreement. Without limiting the generality of the foregoing, TOUCHSTONE shall provide to CITY the management services more particularly set out in this Section III. B. TOUCHSTONE will operate the Golf Course Facility in a good, workmanlike and professional manner by: 1. Providing day-to-day management and oversight of operations of the 18 hole daily fee golf facility to ensure a quality experience for guests and residents. 2. Arranging for the employment of competent management that are trained in the necessary facets of golf course facility management, with sufficient experience in the Golf Course Facility industry to oversee management of the Golf Course Facility. 3. Arranging for the employment of a competent staff and deploying such staff and other resources to insure proper care of the buildings, grounds, and Golf Course Facility. 4. Managing all hiring, training and termination of all Golf Course Facility management and personnel, including administering all labor relations. It is understood that TOUCHSTONE shall maintain the current Golf Course Facility Manager. Any new general manager to be hired shall be subject to the approval of the CITY, not to be unreasonably withheld or delayed. Personnel of the Golf Course facility will become employees of TOUCHSTONE. 5. Overseeing the accounting process including planning and budgeting; daily and monthly sales reporting, producing monthly financial statements; processing all expenses for payment; reviewing monthly cash flow statements; bank account reconciliations, and procession payroll; 6. Preparing and maintaining accurately in all material respects the books, accounts, and records of the operations of the Golf Course Facility and all transactions related to the Golf Course Facility. 7. Overseeing the planning and implementation of all marketing programs, including developing and execution of membership sales, tournament/catering event sales, social media, email marketing, community outreach (included in marketing calendar), promoting the food and beverage operation, implementing pricing and revenue management techniques, and placing appropriate media/advertising. 8. Arranging for the purchase of such supplies and equipment as is reasonably necessary in order to operate the Golf Course Facility. 9. Maintaining the Golf Course Facilities in a condition consistent with the standards and quality levels defined in the calendar budget and business plan. 10. Coordinating with CITY in advance to cause the Golf Course Facility to operate in compliance with all applicable laws and regulations including without limitation, where applicable, TOUCHSTONE complying with the California Labor Code and all associated California regulations relating to public works and prevailing wages, including but not limited to paying local prevailing wage rates in accordance with Sections 1720 et seq., 1770 et seq., 1771, DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 203 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 5 - and 1773, and 1782, as amended, of the California Labor Code for public works construction contracts and public works contracts for alteration, demolition, repair, and /or maintenance work. 11. Overseeing all other matters reasonably necessary for the efficient performance of the operations in connection with the Golf Course Facility. 12. Carrying out duties in a proper and business-like manner and in compliance with all applicable local, state and federal laws, regulations and ordinances. 13. To the extent that TOUCHSTONE has existing business relationships, such as those with suppliers and contractors, the use of which will benefit the CITY and the operation of the Golf Course Facilities, TOUCHSTONE shall make use of those relationships for the purchase, of supplies and equipment, as needed, to operate the Golf Course Facility. 14. TOUCHSTONE has an existing foundation or relationship with a foundation, the Touchstone Golf Foundation (the “Foundation”), which organizes a group of volunteers at the golf course to support non-profit causes and raise donations for them. The volunteers also support the golf course by educating the golfers on pace of play and acting as greeters. TOUCHSTONE shall make use of the Foundation to enhance guest service, community outreach, and promote the Golf Course Facility. C. Subject to any provisions to the contrary herein contained, TOUCHSTONE may subcontract the whole or any part of the performance of its obligations and duties herein described to any wholly owned subsidiary of TOUCHSTONE, or to any other person, firm, or CITY approved by CITY. The subcontracting of the whole or any part of its obligations and duties as aforesaid shall not relieve TOUCHSTONE from liability for the performance of such obligations and duties before or after such contracting. D. For the term of this Agreement, TOUCHSTONE will carry reasonable amounts, as determined by CITY’s Risk Manager, of general liability insuring all Golf Course Facility assets and operations, and completed operations including Fire Legal Liability Sublimit of not less than $100,000. TOUCHSTONE will also provide other insurance coverage as it or CITY deems necessary and normal for the operation of the Golf Course Facility, including but not limited to worker’s compensation and automobile liability. Liquor liability insurance/DRAM shop insurance will only be required if TOUCHSTONE operates the food and beverage operation. To the extent available, all of the foregoing insurance policies shall name CITY and all of its offic ers, officials, employees, and agents as additional insureds. The cost of all insurance called for in this paragraph III D shall be the sole responsibility of CITY and premiums paid by TOUCHSTONE shall be paid or reimbursed from the Operating Account(s) of the Golf Course, as defined below. Notwithstanding the foregoing, CITY agrees to provide all property insurance with respect to structures, and business property owned by City. TOUCHSTONE shall carry Fire Legal Liability of not less than $100,000 per occurrence. Specific insurance coverage and limits are described in EXHIBIT B – TOUCHSTONE GOLF INSURANCE COVERAGE. E. Unless otherwise directed by CITY, all contracts and agreements that relate specifically to the Golf Course Facility shall be entered into by and in the name of CITY. No contract or agreement shall be entered into without CITY approval unless in accordance with the budget and terminable on 30-days’ notice. TOUCHSTONE shall provide CITY copies of all such contracts DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 204 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 6 - and agreements which are binding upon or obligate CITY within ten (10) business days of their execution. F. TOUCHSTONE shall approve and pay all operating expenses of the Golf Course Facility promptly, unless the amounts thereof are in dispute. In addition, TOUCHSTONE will calculate any moneys or fees due TOUCHSTONE in accordance with this Agreement. TOUCHSTONE is authorized to pay its fees and expenses owing under this Agreement from the bank account utilized to pay operating expenses for the Golf Course Facility. No director or officer of TOUCHSTONE shall have any interest in any concession at the Golf Course Facility or in any contract for the Golf Course Facility without approval by the CITY or its designee. CITY shall designate bank account(s) necessary to fulfill the payment of expenses (“Operating Account(s)”) and shall authorize TOUCHSTONE and Golf Course Facility employees, as necessary, to make deposits and authorize disbursements from the Operating Account(s), which authorization shall be presumed for individuals named on bank resolutions and/or signature cards. G. TOUCHSTONE does not give any general or specific guarantee as to the profitability of the Golf Course Facility, the attendance thereat or the revenues therefrom. H. Upon expiration of the term of this Agreement, or upon the prior termination of this Agreement, and in any year prior to such expiration or termination, TOUCHSTONE agrees and covenants to cooperate fully with CITY or CITY’s designated successor manager in the smooth and businesslike transfer of the operations of Golf Course Facility including but not limited to transfer of accounts, contracts, policies, licenses, permits, equipment and improvements in connection with the Golf Course Facility to CITY or CITY’s designees, except proprietary information or processes, including proprietary software, to which TOUCHSTONE has the sole or exclusive ownership rights (“Proprietary Property”). TOUCHSTONE shall clearly identify any Proprietary Property with such designations as “Confidential” or “Proprietary”. Furthermore, TOUCHSTONE agrees and covenants to execute all documents required or convenient to accomplish any such transfer in a timely, effective and efficient manner. On the expiration or on the termination of this Agreement for any reason, all Golf Course Facility property and interests therein, including cash, accounts, books, records, contracts; policies; licenses, permits and improvements in the Golf Course Facility property, except Proprietary Property and property rights the Parties have agreed shall be the property of TOUCHSTONE, will be promptly turned over to CITY and be the property of CITY. TOUCHSTONE shall execute and deliver to CITY all documents necessary to legally effectuate each of the transactions. Unless otherwise agreed in writing by the Parties hereto, TOUCHSTONE shall remove its personnel and personal property from the Golf Course Facility upon such expiration or termination. Upon such expiration or termination, TOUCHSTONE shall surrender to CITY all cash and other assets of the Golf Course Facility. A transitional fee of fifteen thousand dollars ($15,000) will be paid by the CITY to TOUCHSTONE to cover the transition, wind down, and final accounting. I. TOUCHSTONE shall not make, or suffer to be made, any alterations of the Golf Course Facility or any part thereof if the cost of such alteration in the aggregate would be in excess of ten thousand dollars ($10,000) unless already included within the then approved budget for the Golf Course Facility without the prior written consent of CITY. TOUCHSTONE shall keep the Golf Course Facility premises and CITY’s property in which such premises are situated free from any liens arising out of any work performed or material furnished to the property. In the event such DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 205 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 7 - liens are placed, TOUCHSTONE shall immediately inform the CITY of the lien(s) and remove such liens as soon as reasonably possible. J. TOUCHSTONE shall not discriminate against any employee or applicant for employment because of race, color, creed, sex, age, national origin or non-disqualifying handicap. TOUCHSTONE shall not discriminate because of race, religion, color, ancestry, sex, national origin or non-disqualifying handicap against any person by refusing to furnish such person an y service or privilege offered to or enjoyed by the general public, nor shall TOUCHSTONE or its employees publicize the Golf Course Facility in any manner that would directly or inferentially reflect on the acceptability of the patronage of any person because of race, religion, color, ancestry, sex, national origin or non-disqualifying handicap, nor shall the Golf Course Facility be so used. IV. MANAGEMENT COMPENSATION Payments for services under this Agreement shall be made as follows: 1. The Base Management Fee set forth in Section I shall be due and paid to TOUCHSTONE, upon issuance of the income statement for the month. 2. The Incentive Management Fee, if earned, shall be due and payable within thirty (30) days of the City’s approval of the financial statement for the prior twelve (12) month period consisting of a CITY fiscal year as described in Section I.A.5. V. PLANNING AND BUDGETS No later than March 1st of each year, TOUCHSTONE and CITY shall have prepared and received CITY’s approval of the annual budget (which shall include a line item budget by month of all revenue, costs of goods, operating expenses, payroll costs, management expenses, and other expenditures necessary for Full Management of the Golf Course Facility), marketing calendar, capital improvement plan, facility improvement plan, and equipment plan (collectively, the “Annual Budget”). Until such time that the Annual Budget is complete and approved by CITY, TOUCHSTONE shall use its best commercially reasonable efforts to operate the Golf Course Facility under the existing budget framework provided by TOUCHSTONE to CITY or in a manner consistent with the current market position of the Golf Course Facility. The capital improvement plan, facility improvement plan and equipment plan shall be reviewed by CITY to identify expenses, if any, to be excluded from the EBITDA calculation. VI. RECORDS, ACCOUNTS AND REPORTS A. TOUCHSTONE shall accurately in all material respects prepare and maintain the books, accounts, and records of the operations of the Golf Course Facility and all transactions related to the Golf Course Facility, in accordance with the Generally Accepted Accounting Principles (GAAP and City’s financial policies). B. TOUCHSTONE shall prepare monthly financial statements including a balance sheet, statement of operations and other financial data reasonably requested by CITY no later than twenty five (25) calendar days following the end of each month. TOUCHSTONE is not responsible for the preparation of the annual tax return of the Golf Course Facility. DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 206 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 8 - C. TOUCHSTONE shall utilize CITY’s capitalization and depreciation/amortization policy in the preparation of TOUCHSTONE’s monthly financial statements. TOUCHSTONE shall provide a listing of all capital improvements and capital equipment purchases monthly. D. CITY shall have the right, upon request, to examine all books and records and to, at CITY’s expense, request an audit. E. TOUCHSTONE shall maintain all books and records until termination or expiration of this Agreement, at which time they shall be transferred to the CITY or CITY’s assignee in accordance with the terms of this Agreement. VII. PAYMENT AND REIMBURSEMENT OF EXPENSES A. TOUCHSTONE shall be entitled to reimbursement from CITY for those reasonable costs and expenses of maintaining, operating, and supervising the operating and supervising the operation of the Golf Course Facility, provided they are in accordance with the contracts and consistent with the approved budget or within permitted variances provided for elsewhere in this Agreement, to include, but not limited to the following: 1. The salaries, fringe benefits, workers compensation insurance and expenses of employees; 2. All costs and expenses of any advertising or business promotion; 3. Costs of goods sold, including inventory and supplies necessary to conduct the business of the Golf Course Facility; 4. All expenditures for capital expenditures, repairs and maintenance, equipment and supplies; 5. Premiums for insurance maintained; 6. All expenses of regulatory compliance, permits, etc., it being specifically agreed that legal fees incurred in connection with regulatory compliance for such liquor licenses, food service, etc. are approved, reasonable and necessary legal fees of attorney’s retained by CITY or otherwise approved by CITY in advance, directly related to the operation and protection of the Golf Course Facility and CITY’s and TOUCHSTONE’s liability; 7. Cost and expenses of utilities; 8. General and administrative and accounting costs, including forms and checks; 9. Preapproved consulting fees for certain expertise (e.g. agronomy) needed to address specific needs of the Golf Course Facility; and 10. Accounting Fees (e.g. banking fees, electronic bill pay system fees, etc.), Incentive Management Fees and reimbursable expenses (e.g. travel for non-course based support team) of TOUCHSTONE as set forth herein. B. CITY is responsible for providing sufficient funds to cover the operating expenses for the Golf Course Facility. TOUCHSTONE, acting as authorized independent contractor for CITY, will DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 207 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 9 - deposit all revenues of the Golf Course Facility into an Operating Account(s) or accounts for the Golf Course Facility and TOUCHSTONE will have authority to draw upon the funds in the Operating Account(s) to cover operating expenses. In the event that funds in the Operating Account(s) are not sufficient to cover operating expenses, TOUCHSTONE shall advise CITY of the shortfall or potential shortfall and CITY shall deposit additional funds into the appropriate account in a timely manner in order to ensure that sufficient funds are available to meet the operational requirements of the Golf Course Facility. Touchstone will have no obligation to contribute funds to the Operating Account(s) of the Golf Course Facility. C. TOUCHSTONE may cause the Golf Course Facility to incur any expense (i) that is included in the approved Annual Operating Budget; (ii) that is needed to remedy any emergency situation that, in TOUCHSTONE’s professional judgment, is potentially hazardous, unsafe or damaging to the Golf Course Facility or to persons reasonably expected to be present at the Golf Course Facility (e.g., employees, patrons, authorized visitors) (“Emergency Expenditure”), as more particularly set forth hereinabove; or (iii) as otherwise expressly approved by CITY. TOUCHSTONE shall not incur any expense that is not consistent with the Annual Operating Budget without the consent of the CITY, except in the case of an emergency (as elsewhere provided in this Agreement) or as otherwise provided in this Agreement. TOUCHSTONE shall not enter into any contract, even if otherwise authorized hereunder, which binds or purports to bind CITY or the Golf Course Facility without the prior written approval of CITY if the term of such contract exceeds the Term unless such contract is terminable on 30 days’ notice. Excepting only Emergency Expenditures or expenditures included in the approved budget, TOUCHSTONE shall not incur any single expense, even if otherwise authorized hereunder, which is chargeable to CITY or to the Golf Course Facility if the amount equals or exceeds ten thousand dollars ($10,000). D. TOUCHSTONE may reallocate up to twenty five percent (25%) of any amount budgeted with respect to any one line item in the Annual Operating Budget to another line item budgeted therein, provided that the aggregate expenditures in the Annual Budget are unaffected. Unbudgeted minor expenditures unforeseen at the time of preparation of the Annual Budget, and reasonably deemed necessary by TOUCHSTONE, may be made without CITY authorization except that unbudgeted expenditures aggregating more than ten thousand dollars ($10,000) in any month, or more than fifty thousand dollars ($50,000) in any year, may not be made without CITY's written approval. VIII. TERMINATION A. The term of this Agreement shall be for the Term plus Extensions, if applicable. B. Notwithstanding the provisions of Section I, this Agreement may be terminated prior to the end of the Term plus Extensions, if applicable, as follows: 1. Mutual Consent: At any time by mutual agreement between TOUCHSTONE and CITY. 2. For Convenience: CITY may suspend or terminate this Agreement, at any time and for any or no reason, with or without cause, by giving specific written notice to TOUCHSTONE of such termination or suspension at least one hundred and eighty (180) days prior to the effective date thereof. DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 208 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 10 - 3. For Cause: Following a material breach of any of the terms and conditions of this Agreement, not amounting to gross negligence, the non-breaching party may terminate this Agreement following a written notice of breach and failure to cure as follows: Notice: The non-breaching party shall provide the other with written notice of the breach (the “Notice to Cure”). The Notice to Cure shall include sufficient detail to inform the nature of the alleged breach and shall indicate a date not less than fifteen (15) days from the date on the Notice to Cure by which the alleged breach shall be cured. Opportunity to Cure: The party accused of breach shall have an opportunity to cure the alleged breach within the timeframe provided in the Notice to Cure. In the event that a cure cannot be reasonably accomplished within the timeframe identified in the Notice to Cure, the party accused of the breach shall provide the other party with an explanation of why the cure cannot be accomplished within the timeframe provided, indicate a date by which the cure can be completed, and diligently pursue the cure to completion. 4. In the event of gross negligence in the operation of the Golf Course Facility by TOUCHSTONE, immediately upon receipt of written notice. Notice may be delivered personally, by e-mail, or by registered mail, or equivalent mail delivery service which provides for a signature of receipt. DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 209 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 11 - IX. MUTUAL INDEMNITY A. Indemnification by CITY of TOUCHSTONE CITY shall defend, indemnify, protect, and hold harmless the TOUCHSTONE, its officers, employees, agents, and affiliated entities, from and against any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any negligence or willful misconduct of CITY, its official, officers, employees and agents arising out of in connection with this Agreement. This indemnity provision does not include any claims, damages, liability, costs and expenses (including without limitations, attorneys fees) arising from the sole negligence, or willful misconduct of TOUCHSTONE, its officers, employees, agents or affiliated entities. B. Indemnification by TOUCHSTONE of CITY TOUCHSTONE shall defend, indemnify, protect, and hold harmless the CITY, its elected and appointed officers, agents and employees, from and against any and all claims, demands, causes of action, costs, expenses, liability, loss, fines, penalties, damages or injury, in law or equity, to property, including takings claims, or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions, negligence, or willful misconduct of TOUCHSTONE, its officers, employees, agents, or affiliated entities, arising out of or in connection with this Agreement, including the failure or alleged failure to pay prevailing wages as required by law or to comply with applicable provisions of the California Labor Code (including but not limited to Labor Code Sections 1720 et seq. and 1770 et seq.) and associated regulations. This indemnity provision does not include any claims, damages, liability, costs and expenses (including without limitations, attorneys fees) arising from the sole negligence, active negligence, or willful misconduct of CITY, its officers, employees, agents or affiliated entities. C. Enforcement Costs: To the extent that a party hereto is entitled to be indemnified (“Indemnitee”) by the other (“Indemnitor”) according to the provisions above, the Indemnitor agrees to pay any and all costs Indemnitee incurs enforcing such provisions. D. Survival. An Indemnitor’s obligations under Section IX shall survive the expiration and termination of this Agreement. X. REPRESENTATIONS AND WARRANTIES A. CITY represents and warrants to TOUCHSTONE as follows: 1. CITY is duly organized and validly existing under the laws of the state of its creation and is qualified to do business and is in good standing in the state in which the Golf Course Facility is located, with full power and authority to enter into and execute this Agreement and to consummate the transactions contemplated hereby. CITY has received all requisite partner or corporate approvals necessary for the execution and delivery of this Agreement and the consummation of the transactions contemplated hereby and this Agreement constitutes the legal, valid and binding obligation of CITY, enforceable against CITY in accordance with its terms, except as such enforceability may be limited by bankruptcy, insolvency, moratorium, reorganization or other similar laws affecting debtors’ and creditors’ rights generally and general equitable provisions. DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 210 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 12 - 2. To the best of the CITY’S knowledge, except as listed in Exhibit A, CITY has not received written notice from any governmental authority that the existing use, maintenance and operation of the Golf Course Facility or any portion thereof violates any law in any material respect. CITY has not received any written notice from any mortgagee, insurance company, fire marshal or building inspector requiring or requesting the performance of any work or alterations to the Improvements which has not been performed. 3. Except as set forth in Exhibit A, there are no actions, suits, or proceedings pending or, to the best of CITY’s knowledge, threatened in any court or before or by any governmental authority against or affecting the Golf Course Facility, except as disclosed in Exhibit A attached hereto and made a part hereof. 4. There are no pending eminent domain or condemnation proceedings against the Golf Course Facility or any part thereof and to the best of CITY’s knowledge, no such proceedings are presently threatened or contemplated by any authority with the power of eminent domain. 5. The CITY is not aware of any contracts or other obligations outstanding for the sale, exchange or transfer of the Golf Course Facility or any portion thereof. B. TOUCHSTONE represents and warrants to CITY as follows: 1. TOUCHSTONE is duly organized and validly existing under the laws of the state of its creation as a Delaware limited partnership, and is qualified to do business and is in good standing in the state in which the Golf Course Facility is located, with full power and authority to enter into and execute this Agreement and to consummate the transactions contemplated hereby. TOUCHSTONE has received all requisite partner or corporate approvals necessary for the execution and delivery of this Agreement and the consummation of the transactions contemplated hereby and this Agreement constitutes the legal, valid and binding obligation of TOUCHSTONE, enforceable against TOUCHSTONE in accordance with its terms, except as such enforceability may be limited by bankruptcy, insolvency, moratorium, reorganization or other similar laws affecting debtors’ and creditors’ rights generally and general equitable provisions. XI. CONFIDENTIALITY A. TOUCHSTONE acknowledges and agrees that CITY is subject to the California Public Records Act and numerous other laws and regulations regarding transparency and public disclosure of information (collectively, “Public Disclosure Laws”). Nothing contained in this Agreement is intended to create an obligation of CITY that is or would be in conflict with any Public Disclosure Laws. Except as required by Public Disclosure Laws or a court of competent jurisdiction, each party at all times hereafter shall attempt to preserve the secrecy an confidentiality of all other party’s confidential information (as defined hereafter) as it relates to the operation of the other party’s golf facilities, shall not attempt to use or in any way appropriate the same for its own use or benefit and shall not knowingly disclose or knowingly permit to be disclosed to any person (other than employees of CITY and TOUCHSTONE) confidential information without the prior written consent of the applicable party, except as required b y law. Such consent shall not be unreasonably withheld. “Confidential information” means all information and data related to TOUCHSTONE, used by TOUCHSTONE in connection with TOUCHSTONE’s obligations hereunder and related to other tennis or Golf Course Facilities of TOUCHSTONE, which information and data relates to TOUCHSTONE trade secrets, ideas, know-how, improvements, DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 211 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 13 - inventions, technologies or internal business facts (including financial and operating information), except such information or data which is generally available to the public without CITY’s fault or its acquired in good faith by CITY from a third party who CITY has no reason to believe acquired the same in other than good faith and who is not under any obligation to TOUCHSTONE in respect thereof. B. TOUCHSTONE is permitted to identify its relationship with the Golf Course Facility in its advertising and marketing literature and website, including a photograph of the Golf Course Facility acceptable to CITY, with a generic reference stating that the Golf Course Facility, is a client (or upon expiration of the Term plus Extensions, if applicable, was a client) of TOUCHSTONE. XII. FORCE MAJEURE A. For the purposes of this Section XII, “force majeure” shall mean an act of God, strike, lockout or other industrial disturbance, act of a public enemy, war blockade, public riot, lightning, fire, storm, earthquake, flood, explosion, governmental restraint, breakage or accidents to equipment and any other cause, whether of the kind specifically enumerated above or otherwise, which shall not reasonably be within the control of the party claiming suspension. B. If TOUCHSTONE or CITY is unable, wholly or in part, by reason of force majeure (as herein defined) to carry out an obligation under this Agreement, such obligation shall be suspended so far as it is affected by such force majeure during the continuance thereof. The party unable to perform shall give the other party prompt notice of such force majeure with reasonably full particulars thereof and, insofar as is known, the probable extent to which it will be unable to perform or be delayed in performing such obligation. The party unable to perform shall use all possible diligence to remove such force majeure as quickly as possible. C. The requirement that any “force majeure” shall be removed with all possible diligence shall not require the settlement by the party unable to perform due to strikes, lockouts or other labor disputes or the meeting of any claims of or demands by any supplier or government entity contrary to the wishes of TOUCHSTONE or CITY or which may be harmful to CITY or to TOUCHSTONE. XIII. NO WAIVER No failure on the part of the CITY or TOUCHSTONE to insist upon the strict performance by the other of any covenant, term or condition of this Agreement, nor any failure to exercise any right or remedy consequent upon a breach of any covenant, term, or condition of this Agreement, shall constitute a waiver of any such breach of such covenant, term or condition. No waiver of any breach shall affect or alter this Agreement, and each and every covenant, condition, and term hereof shall continue in full force and effect to any existing or subsequent breach. XIV. AMENDMENTS This Agreement and the Exhibits and referenced incorporated into this Agreement fully express all understandings of the Parties concerning the matters covered in this Agreement. No change, alteration, or modification of the terms or conditions of this Agreement, and no verbal understanding of the Parties, their officers, agents, or employees shall be valid unless made in the DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 212 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 14 - form of a written change agreed to in writing by both Parties or an amendment to this Agreement agreed to by both Parties. All prior negotiations and agreements are merged into this Agreement. XV. SEVERABILITY A. If it is held by a court of competent jurisdiction that: 1. any part of this Agreement is void, voidable, illegal or unenforceable; or 2. this Agreement would be void, voidable, illegal or unenforceable unless any part of this Agreement were severed from this Agreement; then that part shall be severable from and shall not affect the continued operation of the rest of this Agreement. B. The provisions of Section XV (A) shall not apply if the part of the Agreement affected is a substantive part in which event the parties shall in good faith renegotiate the provisions of the part so affected. XVI. ASSIGNMENT A. This Agreement shall be binding on all parties hereto and their respective successors and assigns. B. A party shall not assign its rights and shall not be (except as provided herein) released from its obligations in, to, or under, this Agreement. XVII. COUNTERPARTS This Agreement may be executed in any number of counterparts, each of which, when so executed, shall be deemed to be an original and such counterparts shall together constitute an agreement. XVIII. NOTICES Any notice, document or other item to be given delivered, furnished or received under this Agreement shall be deemed given, delivered, furnished or received when given in writing and personally delivered to an officer of the applicable party, or, after same is deposited with the United States Postal Service, postage prepared, registered or certified first class mail, return receipt requested, addressed to such applicable part at the address or addresses as such party may from time to time designate by written notice to the other, at the time of delivery shown on such return receipt with the initial addresses being as set forth in the Basic Terms. XIX. MISCELLANEOUS A. All recitals herein are incorporated into this Agreement and are made part hereof. B. Time is of the essence of each covenant and condition set forth in this Agreement. DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 213 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 15 - C. The relationship between CITY and TOUCHSTONE is that of independent contractors, and except as herein expressly provided, neither party is granted any right or authority to assume or create any obligation or responsibility, express or implied, on behalf of or in the name of the other or to bind the other in any manner or thing whatsoever. D. The remedies provided herein for breach of this Agreement are not exclusive; and, in event of breach, the parties hereto have all the remedies provided by law. E. This Agreement is not intended and does not create any rights or interest in persons not a party hereto. F. Where the consent or approval of a party is required or necessary under thi s Agreement, the consent or approval shall be in writing and not be unreasonably withheld. G. Exhibits. Each of the following Exhibits is attached hereto and incorporated herein by this reference: Exhibit A: Known Litigation and Other Matters Exhibit B: Touchstone Golf LLC Insurance Coverage H. The Parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms and conditions of this Agreement, and the decision of whether or not to seek advice of counsel with respect to this Agreement is a decision that is the sole responsibility of each Party. This Agreement shall not be construed in favor of or against either Party by reason of the extent to which each Party participated in the drafting of this Agreement. I. If an apparent conflict or inconsistency exists between the main body of this Agreement and the Exhibits, the main body of this Agreement shall control. If a conflict exists between applicable federal, state, or local law, rule, regulation, order, or code and this Agreement, the law, rule, regulation, order, or code shall control. Varying degrees of stringency among the main body of this Agreement, the Exhibits, and laws, rules, regulations, orders, or codes are not deemed conflicts, and the most stringent requirement shall control. Each Party shall notify the other immediately upon the identification of any apparent conflict or inconsistency concerning this Agreement. J. The Parties shall cooperate with each other in good faith, and assist each other in the performance of the provisions of this Contract. K. Further Assurances. CITY and TOUCHSTONE each agree to execute and deliver such additional documents as may be required to effectuate the purposes of this Agreement. L. The singular includes the plural and words importing one gender include the other gender. M. The headings in this Agreement are for convenience only and shall not affect its interpretation. XX. APPLICABLE LAW DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 214 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 16 - This Agreement is subject to the law of the state in which the Golf Course Facility is located and the Parties submit to the jurisdiction of the courts of that State. IN WITNESS WHEREOF, the Parties, have indicated their approval to the terms and conditions herein by the signatures below, and the Agreement shall be deemed executed on the date first hereinbefore written. TOUCHSTONE GOLF, LLC, a Delaware limited liability company By: Name: Stephen T. Harker Title: Chief Executive Officer CITY OF CHULA VISTA a Municipal Corporation By: Name: John McCann Title: Mayor ATTEST By: Name: Kerry K. Bigelow Title: City Clerk APPROVED AS TO FORM By: Name: Jill D.S. Maland Title: City Attorney DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 215 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 17 - GOLF COURSE FACILITY MANAGEMENT AGREEMENT LIST OF EXHIBITS Exhibit A: Known Litigation and Other Matters Exhibit B: Touchstone Golf LLC Insurance Coverage DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 216 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 18 - EXHIBIT A Known Litigation and Other Matters None DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 217 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00069\41697355.1 - 19 - EXHIBIT B Touchstone Golf LLC Insurance Coverage For the term of this Agreement, including any extensions, TOUCHSTONE GOLF LLC shall carry the following insurance, containing the limits and conditions described below: TOUCHSTONE will maintain commercial general liability insurance on standard ISO form CG 00 01, or equivalent, with limits not less than $1M per occurrence and $2M annual aggregate, and including Fire Legal Liability of not less than $100,000 per occurrence. TOUCHSTONE will maintain commercial auto liability insurance, including hired and non-owned auto liability, with limits not less than $1M combined single limit of liability. Should TOUCHSTONE be required to hold liquor license or otherwise become legally liable for liquor service, TOUCHSTONE will maintain liquor liability insurance with limits not less than $1M per occurrence.* The general liability, auto liability and liquor liability policies maintained by TOUCHSTONE shall name CITY as an additional insured and shall respond on a primary and non-contributory basis to claims of legal liability for which TOUCHSTONE is responsible. TOUCHSTONE will maintain a worker’s compensation policy for TOUCHSTONE employees in accordance with statutory requirements in the state where TOUCHSTONE is doing business or hires employees. TOUCHSTONE workers compensation policy shall contain employer’s liability limits of $1M each accident, $1M each disease each employee and $1M each disease – policy limit. TOUCHSTONE shall carry an umbrella policy with limits of $5M per occurrence and $5M annual aggregate, which follows form on the underlying general liability, auto liability, liquor liability and worker’s compensation policies. TOUCHSTONE general liability policy, auto liability policy, liquor liability policy and worker’s compensation policy shall contain a waiver of subrogation in favor of CITY. TOUCHSTONE shall give 30 days notice of cancellation to CITY in the event that a required policy will cancel during the term of this agreement. TOUCHSTONE will carry business income and extra expense coverage, where required, with limits agreed upon by TOUCHSTONE and CITY. Insurance for flood and earthquake are excluded from standard TOUCHSTONE insurance requirements. CITY’s Risk Manager may require TOUCHSTONE to carry updated or additional insurance requirements by giving TOUCHSTONE written notice of such requirements. TOUCHSTONE will make a diligent effort to comply with request from CITY to procure updated or additional insurance within thirty (30) days. * Liquor liability insurance/DRAM shop insurance will only be required if TOUCHSTONE operates the food and beverage operation. If food and beverage is operated by a third party concessionaire, the concessionaire will provide this insurance and name TOUCHSTONE as additionally insured. DocuSign Envelope ID: 6D1A819C-0578-4C95-B5A9-A831B9F11C2C Page 218 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda v . 0 03 P a g e | 1 October 17, 2023 ITEM TITLE Labor Relations: Consideration of Establishing a Healthcare Worker Minimum Wage Report Number: 23-0265 Location: No specific geographic location Department: City Manager Environmental Notice: This activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act (“CEQA”) State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Recommended Action Place an ordinance on first reading adding Chapter 2.74 “Healthcare Worker Minimum Wage” to Title 2 of the Chula Vista Municipal Code (First Reading). SUMMARY On August 8, 2023, the City Council made a referral to the City Manager’s Office to prepare a healthcare worker minimum wage ordinance for Council consideration. The draft ordinance was presented to the City Council on September 12, 2023 and extensive public testimony was received. At the conclusion of the hearing, City Council directed staff to agendize the draft ordinance for action on September 19, 2023. In recognition of a pending state legislative action that would supersede any local action on this is sue (Senate Bill 525), the item was continued from September 19, 2023 to October 17, 2023 to allow time for the state to complete related actions. This item is responsive to that direction. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with CEQA and has determined that the activity is not a “Project” as defined under Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the environment; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus, no environmental review is required. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. Page 219 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 2 DISCUSSION On August 8, 2023, the City Council directed staff to return on September 12th with an ordinance establishing a healthcare worker minimum wage, similar to a local initiative effort and an ordinance adopted by the City of Los Angeles. Per this direction, staff prepared a draft ordinance establishing a healthcare worker minimum wage of $25 per hour (the “Healthcare Worker Minimum Wage Ordinance”). The draft Healthcare Worker Minimum Wage Ordinance was tailored to match the style and structure of the Chula Vista Municipal Code (“CVMC”) and for consistency with a traffic control worker minimum wage ordinance that is also under City Council consideration. Additional edits were made to improve transparency and ease of implementation. On September 12, 2023, the City Council received the draft ordinance and extensive public testimony. At the conclusion of the hearing, staff was directed to agendize the draft ordinance for action on September 19th. On September 19th, City Council asked that consideration of adopting the Healthcare Worker Minimum Wage Ordinance be continued to October 17th, in recognition of a pending state legislative action that would supersede any local ordinance establishing a healthcare worker minimum wage, Senate Bill (“SB”) 525. SB 525 was approved by the legislature on September 14, 2023 and forwarded to the Governor for signature. The Governor has until October 14th to approve or veto the bill. As of the publishing of this item on October 13th, the Governor has yet to take formal action. An update on the status of SB 525 will be provided to th e City Council with this item. If adopted, the ordinance would apply to all Covered Healthcare Workers (as defined in Section 2.74.030), effective January 1, 2024. Annual consumer price index-based increases would also be authorized, effective January 1, 2025 and each January 1st thereafter. The City Manager would be authorized to enforce the ordinance pursuant to CVMC Chapter 1.14 and civil causes of action would also be authorized. DECISION-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.). Staff has been informed that Councilmember Chavez has a business position and/or income source related to the healthcare industry, which may present a potential conflict of interest; as a result, she will recuse herself from participation in this item. CURRENT-YEAR FISCAL IMPACT Staff is currently developing an implementation plan for this ordinance, including identifying associated funding requirements. The implementation plan will be presented to the City Council in the near term, including funding recommendations. Current-year fiscal impacts of administering and enforcing the Healthcare Worker Minimum Wage Ordinance will be presented with that item. ONGOING FISCAL IMPACT Staff is currently developing an implementation plan for this ordinance, including identifying associated funding requirements. Page 220 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 3 The implementation plan will be presented to the City Council in the near term, including funding recommendations. Current-year fiscal impacts of administering and enforcing the Healthcare Worker Minimum Wage Ordinance will be presented with that item. Impacts to Covered Healthcare Workers and Covered Healthcare Facilities (as defined in Section 2.74.030) have not been analyzed, nor have collateral impacts related to wage compression, health insurance premiums, etc. ATTACHMENTS None Staff Contact: Tiffany Allen, Assistant City Manager Page 221 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda C:\Program Files\eSCRIBE\TEMP\15573710544\15573710544,,,Ordinance - Healthcare.docx ORDINANCE NO. ORDINANCE OF THE CITY OF CHULA VISTA ADDING CHAPTER 2.74, “HEALTHCARE WORKER MINIMUM WAGE” TO TITLE 2 OF THE CHULA VISTA MUNICIPAL CODE TO ESTABLISH A HEALTHCARE WORKER MINIMUM WAGE WHEREAS, the City of Chula Vista (the “City”), a charter city, may adopt ordinances in accordance with its police powers to ensure the public health, welfare, and safety of its residents ; and WHEREAS, the City requires a sufficient healthcare workforce to ensure that life-saving healthcare facilities, including those vital to the social safety net, such as hospitals, health systems, community clinics, and dialysis clinics offer consistent, timely, high -quality care; and WHEREAS, workers at acute care facilities provide vital services including emergency care, labor and delivery, psychiatric care, cancer treatments, and primary and specialty care. Similarly, dialysis clinic workers provide life-preserving care to patients with end-stage renal disease and are part of the continuum of kidney care that also includes hospitals, clinics, and health systems; and WHEREAS, community clinics are essential safety-net providers that provide primary, dental, and behavioral healthcare to underserved communities and fully staffed community clinics help patients manage and prevent chronic conditions and stay healthy, minimizing unnecessary emergency room visits and hospitalizations; and WHEREAS, hospitals, health systems, community clinics, and dialysis clinics are facing staffing shortages that could jeopardize the availability of care in Chula Vista; and WHEREAS, prior to the COVID pandemic, California was facing an urgent and immediate shortage of healthcare workers, adversely impacting the health and well-being of Californians, especially economically disadvantaged Californians, and the COVID-19 pandemic has worsened these shortages; and WHEREAS, healthcare job vacancies are rising as workers on the frontlines deal with the emotional, mental, and physical fallout of providing healthcare during a pandemic; and WHEREAS, workforce shortages across industries also mean that the healthcare industry is competing with other economic sectors to fill critical non-clinical positions such as for cleaning staff, food service workers, and IT administrators; and WHEREAS, with rising housing costs, healthcare workers are being forced to live further from their places of work, increasing their stress and leading to retention challenges; and Page 222 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Ordinance Page 2 WHEREAS, raising the minimum wage in Chula Vista will help address retention challenges and workforce shortages which negatively impact care for vulnerable patients receiving lifesaving, complex care or essential preventive care in settings such as emergency rooms , operating rooms, community clinics, and dialysis clinics; and WHEREAS, raising the minimum wage will also help to ensure that these healthcare facilities, including those serving underserved populations, are maintaining a robust workforce able to meet the challenges affecting our community; and WHEREAS, on August 8, 2023, the City Council directed staff to draft and present a healthcare worker minimum wage ordinance for discussion; and WHEREAS, a draft healthcare worker minimum wage ordinance was presented to the City Council for discussion on September 12, 2023 and the City Council received public testimony; and WHEREAS, on September 12, 2023, the City Council directed staff to return with a healthcare worker minimum wage ordinance for action on September 19, 2023; and WHEREAS, in recognition of a pending state legislative action that would supersede any local ordinance establishing a healthcare worker minimum wage (Senate Bill 525), the City Council continued the consideration of the subject ordinance from September 19, 2023 to October 17, 2023; and WHEREAS, the Governor has until October 14, 2023 to approve or veto Senate Bill 525 and as of the publishing of this item on October 13, 2023, no formal action has been taken by the Governor. NOW, THEREFORE the City Council of the City of Chula Vista does ordain as follows: Section I. Chapter 2.74 is added to the Chula Vista Municipal Code to read as follows: Chapter 2.74 HEALTHCARE WORKER MINIMUM WAGE 2.74.010 Title This chapter is known as the “Healthcare Worker Minimum Wage Ordinance,” may be cited as such, and will be referred to herein as “this chapter”. 2.74.020 Purpose and Intent The purpose of this chapter is to address the unique recruitment and retention challenges of healthcare workers by ensuring that, except in limited circumstances, healthcare workers are paid a wage at least $25 per hour. Page 223 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Ordinance Page 3 2.74.030 Definitions When used in this chapter, the following words and phrases shall have the meanings ascribed to them below. Words and phrases not specifically defined below shall have the meanings ascribed to them elsewhere in this Code, or shall otherwise be defined by common usage. For definitions of nouns, the singular shall also include the plural; for definitions of verbs, all verb conjugations shall be included. “City” means the City of Chula Vista. “City Manager” means the City Manager of the City of Chula Vista, or designee. “Code” means the City of Chula Vista Municipal Code. “Covered Healthcare Facility” means the following types of facilities or work sites, provided that they are privately owned and are located within the boundaries of the City: A. A licensed general acute care hospital as defined in Section 1250(a) of the California Health and Safety Code, including a distinct part of any such hospital. B. A clinic as defined in Section 1206(d) of the California Health and Safety Code, that is conducted, operated, or maintained as an outpatient department of a general acute care hospital or acute psychiatric hospital. C. A licensed acute psychiatric hospital as defined in Section 1250(b) of the California Health and Safety Code, including a distinct part of any such hospital. D. A community clinic as defined in Section 1204(a)(1)(A) of the California Health and Safety Code, including a primary care clinic, or a chronic dialysis clinic, as defined in Section 1204(b)(2) of the California Health and Safety Code. E. A federally qualified health center as defined in Section 1396d(1)(2)(B) of Title 42 of the United States Code, including federally qualified health center look-alikes. F. A facility or other work site that is part of an Integrated Healthcare Delivery system. “Covered Healthcare Worker” means an Employee who is employed to work at or by a Covered Healthcare Facility to provide patient care, healthcare services, or services supporting the provision of healthcare. “Covered Healthcare Worker” includes clinicians, professionals, non- professionals, nurses, certified nursing assistants, aides, technicians, maintenance workers, janitorial or housekeeping staff persons, groundskeepers, guards, food service workers, laundry workers, pharmacists, administrative workers, and business office clerical workers. A “Covered Healthcare Worker” works at a Covered Healthcare Facility only if that individual’s primary place of employment is physically located at one or more such facilities or work sites; for example, delivery workers employed primarily outside a Covered Healthcare Facility are not Covered Page 224 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Ordinance Page 4 Healthcare Workers for purposes of this chapter unless employed by a Person that owns, controls, or operates a Covered Healthcare Facility. “Covered Physician Group” means a medical group practice, including a professional medical corporation as defined in Section 2406 of the California Business and Professions Code, another form of corporation controlled by physicians and surgeons, a medical partnership, or an independent practice association, provided that the group includes a total of 10 or more physicians. “CPI” means the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) for the San Diego Area, as published by the U.S. Bureau of Labor Statistics on a monthly basis. “Effective Date” means the effective date of this chapter, as set forth in Section 2.74.080. “Employee” has the same meaning as section 2775 in the California Labor Code. “Employer” means any Person, including a corporate officer or executive, who directly or indirectly, or through any other Person, including through the services of a temporary service, staffing agency, or similar entity, employs or exercises control over the wages, hours, or working conditions of any Employee. “Integrated Healthcare Delivery System” means an entity or group of related entities that includes both of the following: (1) one or more hospitals and (2) one or more Covered Physician Groups, health care service plans, medical foundation clinics, other health care facilities, or other entities, providing health care or supporting the provision of health care, where the hospital or hospitals and other entities are related through: A. Parent/subsidiary relationships, joint or common ownership or control, common branding, or common boards of directors and shared senior management; or B. A contractual relationship in which affiliated Covered Physician Groups or medical foundation clinics contract with a healthcare service plan, hospital, or other part of the system, all operating under a common trade name; or C. A contractual relationship in which a nonprofit healthcare service plan provides medical services to enrollees in a specific geographic region of the state through an affiliated hospital system, and contracts with a single Covered Physician Group in each geographic region of the state to provide medical services to a majority of the plan’s enrollees in that region. “Minimum Wage” means the minimum amount that must be paid to Covered Healthcare Workers as compensation for their labor, whether the amount is fixed or ascertained by the standards of time, task, piece, commission basis, or other method of calculation. “Minimum Wage” does not include bonuses, shift differentials, premium pay, reimbursement or allowances for work-related Page 225 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Ordinance Page 5 equipment or other expenses, credits for meals or lodging, tips, gratuities, or the cost of medical, dental, retirement or similar benefits. “Person” means an individual, firm, partnership, limited partnership, limited liability partnership, joint venture, association, corporation, limited liability company, estate, trust, business trust, receiver, syndicate, agency, instrumentality, or any other legal or commercial entity, whether domestic or foreign. 2.74.040 Minimum Wage Required A. An Employer shall ensure that each Covered Healthcare Worker it employs is paid a Minimum Wage equivalent to no less than the hourly rate set forth herein or under the authority of this chapter for hours worked within the geographic boundaries of the City. B. The Minimum Wage for Covered Healthcare Workers shall be as follows: 1. On the Effective Date, the Minimum Wage shall be not less than $25 per hour for all hours worked as a Covered Healthcare Worker. 2. One year after the Effective Date, and annually thereafter on the same date, the Minimum Wage shall increase by the change in published CPI for the preceding twelve months. If the change to the published CPI over the twelve-month period is negative, the Minimum Wage shall remain unchanged. The City shall annually publish a bulletin announcing the adjusted Minimum Wage, at least 30 days prior to the effective date of such rate. C. An Employer may not fund the Minimum Wage increases required by this chapter in any of the following ways: 1. Reducing Covered Healthcare Workers’ premium pay rates or shift differentials; 2. Reducing vacation, healthcare, or other non-wage benefits of any Covered Healthcare Worker; 3. Reducing Covered Healthcare Workers’ hours of work; 4. Laying off Covered Healthcare Workers; or 5. Increasing charges to any Covered Healthcare Worker for parking, work-related materials, or equipment. D. An Employer is in violation of Section 2.74.040(C) if the Minimum Wage requirements of this chapter are a motivating factor in the Employer’s decision to take any of the actions described in Section 2.74.040(C), unless Employer proves that it would have taken the same action at the time that it did irrespective of the operation of this ordinance. Page 226 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Ordinance Page 6 E. Covered Healthcare Facilities shall post in a conspicuous place a notice of the current Minimum Wage for Covered Healthcare Workers required by this chapter. F. Employers of Covered Healthcare Workers shall retain payroll records pertaining to Covered Healthcare Workers for a minimum of four (4) years and shall allow the City or its designee access to such records, with appropriate notice and during business hours, to monitor compliance with the requirements of this chapter. 2.74.050 Retaliation No Employer shall discharge, terminate a contract with, reduce compensation to, or otherwise discriminate against or take adverse action against any Covered Healthcare Worker for opposing any practice prohibited by this chapter, for participating in proceedings related to this chapter, for seeking to enforce rights under this chapter by any lawful means, or for otherwise asserting rights under this chapter. Protections in this section shall apply to any Covered Healthcare Worker who mistakenly, but in good faith, alleges noncompliance with this chapter. Taking any adverse action against a Covered Healthcare Worker within 90 days of the Covered Healthcare Worker’s exercise of rights protected under this chapter shall raise a rebuttable presumption of having done so in retaliation for the exercise of such rights. 2.74.060 Enforcement A. Administrative Enforcement. The City Manager may enforce this chapter in accordance with the provisions of CVMC Chapter 1.41. B. Civil Enforcement. A Covered Healthcare Worker, a representative of a Covered Healthcare Worker, the City Attorney, or another Person acting on behalf of the public as provided for under applicable state law may bring a civil action in a court of competent jurisdiction against an Employer violating this chapter. 1. Remedies for Violation. A Court of competent jurisdiction may impose all remedies available under law or in equity, including injunctive or other equitable relief, reinstatement, the payment of any wages unlawfully withheld, the payment of penalties in the amount of up to $120 to each Covered Healthcare Worker for each day that a violation occurred or continued, and reasonable attorneys’ fees and costs. In an action initiated by the City Attorney, the recovery of attorneys’ fees shall be subject to the provisions of 2.74.060(B)(2) below. In addition to the remedies identified above, a Covered Healthcare Worker who is the subject of retaliation by an Employer, as described in Section 2.74.050, is entitled to reinstatement and treble damages. 2. Attorneys’ Fees in City Initiated Action. Attorneys’ fees may be recovered by the prevailing party only in individual actions or proceedings in which the City elects, at the initiation of that individual action or proceeding, to seek recovery of its own Page 227 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Ordinance Page 7 attorneys’ fees. If the City does not elect, at the initiation of an individual action or proceeding, to seek recovery of its own attorneys’ fees, no other party shall seek or recover attorneys’ fees. 2.76.070 Limitations A. Any waiver by a Covered Healthcare Worker of any or all of the provisions of this chapter or of rights or protections afforded under the authority of this chapter shall be deemed contrary to public policy and shall be void and unenforceable. B. This chapter is not intended to, and shall not be interpreted to, conflict with federal or state law and shall be interpreted to be compatible with federal and state enactments, not limited to those dealing with employee/employer and labor relations, and in furtherance of the public purposes that those enactments encompass. C. This chapter does not create any cause of action for damages against the City. D. This chapter shall not be construed as limiting any Covered Healthcare Worker’s right to obtain relief to which the Covered Healthcare Worker may be entitled at law or in equity. Exhaustion of remedies under this chapter is not a prerequisite to the assertion of any right. E. This chapter shall not be construed to discourage or prohibit an Employer from providing higher wages to its Employees. F. This chapter is not intended to cause a reduction in employment or work hours for Covered Healthcare Workers. Therefore, a court may grant a one-year waiver from the Minimum Wage requirements of this chapter if any Employer can demonstrate by substantial evidence that compliance with this ordinance would raise substantial doubt about the Employer’s ability to continue as a going concern under generally accepted accounting standards. The evidence must include documentation of the Employer’s financial condition, as well as the condition of any parent or affiliated entity, and evidence of the actual or potential direct financial impact of compliance with this chapter. A one-year waiver granted by a court pursuant to this section does not exempt an Employer from complying with any and all federal, state, or local laws and regulations, including any other applicable federal, state, or local minimum wage requirement. 2.76.080 Promulgation of regulations, standards, and other legal duties A. The City Manager is authorized to establish, consistent with the terms of this chapter, any additional administrative rules, regulations and standards determined to be necessary to carry out the purposes of this chapter. B. Regulations shall be published on the City’s website and maintained and available to the public in the Office of the City Clerk. Page 228 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Ordinance Page 8 C. Regulations promulgated by the City Manager shall become effective and enforceable upon date of publication on the City’s website. 2.74.080 Effective Date This chapter shall take effect January 1, 2024. Section II. Severability If any portion of this Ordinance, or its application to any person or circumstance, is for any reason held to be invalid, unenforceable or unconstitutional, by a court of competent jurisdiction, that portion shall be deemed severable, and such invalidity, unenforceability or unconstitutionality shall not affect the validity or enforceability of the remaining portions of the Ordinance, or its application to any other person or circumstance. The City Council of the City of Chula Vista hereby declares that it would have adopted each section, sentence, clause or phrase of this Ordinance, irrespective of the fact that any one or more other sections, sentences, clauses or phrases of the Ordinance be declared invalid, unenforceable or unconstitutional. Section III. Construction The City Council of the City of Chula Vista intends this Ordinance to supplement, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent. Section IV. Effective Date This Ordinance shall take effect and be in force on the thirtieth day after its final passage. Section V. Publication The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law. Presented by Approved as to form by Tiffany Allen Jill D.S. Maland Assistant City Manager Lounsbery Ferguson Altona & Peak Acting City Attorney Page 229 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda mioWrittenCommunicnsj Item # P&Namea51% CHULA VISTA., CA 91910 Honorable Mayor &Cl*ty COUTICH IOA7/23-1 As vou probably know, I am here to educate ou ot heevastating side effects the "otectnantPri011Z Ord-inance" has on the Homeless. I-Elderiv-1, and Ch"LlIa Vl'stca s Rental Community , At Celf Meeting of 07/25/2,3,*, ,ve pointed OL -ft how the threat $ 5,000.00 daily- fines levied acry st ut'is-l"w-uspecting Landlords and/or tenatits for simpl-e paperwork errors forces massive rent increases. At Councli], N-leeting of 08/08/23 -vo-u were made aware of the two Clauses within the Ordinance vtu,cli does the tnost. finuncial harm to Chula Vista renters. 0 At Council i Zeetietg of 09/1.2/2).3 you. were informed p . ff I S ntrgid : o n (-,)f "Tenant Protection Ordinance ttem P t toAd-mmistrat.,,tv,,e R-e(-1u1at.1*1()-1'1S was a botch -ed a 111 0 (;r7enantcleanu-- the "o].*tches" and -4-%oor word* f theP Protection OrdinanCe" At Council Meeting of '10/03/2.3 you were ini'armed of the 1st of 3 points why unsuspecting !_andlc;a-ck and/or Page 1 of 4 Page 230 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Tenants N. 7 111 be su ject to $5,000.00 daily fines for unsuspecting paper errors, 10 #MU hi.f ImPItIlIaDernork !L. rro,rs if o r Staff had no dest're to I-evy fines for W 16 i,nadve-rtent errors they would have not pur osely inserted. the f ve words underlined be -low. Clause 9.6-5.08OC21V* "'Cll vil penalties for violafions of t tls chapter maj7 be assessed at a rate not to exceed $5,000 lation per daj7 When a violation occurs iLLif ipervto LcqALrxj.L1.w,t a warning or notice to cure must first be given, bqforIntiliistrative citation. or civdpenfly v JissJP.-f may* be uett, CitYOnereasonwhLStaff will resist warning unsusDectj Landlords they ain violation of the TPO: w'e have been i.nfon7ied ley Staff the -five underlined wards above were purposely added 14.1. Order to ease 0 IIIIenfiorcementofth-e "'Fenant Protectlon Ordinance-1 Staff' prefers not to be requ.-fredto warn. Owners and/or Tenants wh o are in violation of the Oz-di iance because it IS It-tht. di-.1--t--tcu 'It to differentiate between an inadvertent error or W-1,41-rul misconduct. Page 2 of 4 Page 231 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 11WiththatflawtoCVed. gj.c, the -P I ticket ever!on.e d.r,I`vI.11CI down. the road as opposed separating speeders from- drivers obeying ral ic IaNvs. Staff sh.otild rea-lize flie,pui.-pose of the "'FenanI Protection 0.,.7d.-i*.n.a.n.ce'" i.s to PROTECT Te-nants and NOT make st!.-aff's ob easier b - drect --6rciy owners -to dwellc lly47 rai.se ren -t -S. ICU A. Ve- r e En, orCLQ.iyteiitt.Mechin-isi,3L f, 0 a a Cons"idermg vi.o.lators of'"Tenant Protect" ion V 7 A .)-a] acti.0.11 Cariei-n.ust be in. - k .,rrr)..ed bef re anlec an be taken, the most effitcient way to ell fiolrce t T PO is to slimpty F t-ianls wwa,,, u,ns-Lispecting Owrters irtnd.,/or Ii,,en tiiey are 11111 vio.ki't.i.on. This can be accomplished. by removirlo-17, the ft SOC eiri ).110wiin.gtttid-erlined words of C`Iause 9.654J_,_ red that a -war-,rtill 01, 11"tilationoccursitisnotreairio to cure inustfirvt be be re an ad,111.1intstrative citt-iflon r 1,11 It or civtlpeiiaftj, rtiav be issuea. Once con scl entl* 0"LIS Owners and/or 'T""enants Of their viotatiionu, they w.1,11 g1ad. 1v coni.e.into compfican ce, while unscrupulous individuals W1.1.1 attem- ffi, e Jawt Th* pt to c-itreu.tnven t 0 is procedur ew. would, M-PlIfyI. -the process of identifying ane n fines 4gaij-,.,ist Ba,d Actors". Thatik )..`ou. Page 232 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda PS.Just a quick note, - I') So.rry 'to report the Hol-Ileless works-liop you held 101051"'4"23 came across as a "Do(y & Pony Show". M j - indivi-duals were visa pointed because thev arri.ved. *-%reP pared t use. the pron-i.-i.sed- five minutes to express their concerns about the C* Y, Mru.e nu-n.,'i-bers of h.o.rrt-Ie",-'-- in our con,,-,i-rrwiay, Many are 0 ADful-ly vNare th--ts situation is Pexas-l"%erated 'by the 4,--oorl th. the arbItraword,ed "'Fe.tian.t" -Protection Ord.inance-, 1. ucti .,tttes som-ered1.0n of ti.me to th-ree r- I of tliose in. and. C rto reafi*ze ttl-, Mayoi tvCo n.61- coul.d-t17t care less about the I-iotnetes,s siluzialion whi-Ch Ii S largely, cau-sed. bv the poor d-ec*s is,, -r,,i k A- j- ion nna o" our p •.,itev. "`ti Gi,tv- COU-ncil'l. Owl r41- P s o n. csi )-u Jed. bv our G.I.-ty .-tm el ifly dju-i 1'1- i-efusal to tiiod.jify the most ecre-loious previ,ously mentt*otne d4zn clauses of tf _e Tenant Pr : tn 0.rd-jt'ianc .Stxf,-,,- a lack well. ti.,i-eat-t.tnga,(:1,I-j..on. has -fi6rced. .,M.e.) and, huindred,s of ofte,t, n.,`andlords,, t(--) d.- Ara asti-catly rat*se t"ents, wb-icil-i of course offl-,v itnc.reases 't-1-te h . rf e { s popt,..-tIa.` f. 11014 Of OLI], coj'.n-ni.un-.Ity, v occas -1011-S if City Staff wou-ldIi -ave beeri. ri-ned. on main.., to a.re tna in vi. -opyw]. dverten-fly la .. _ ot the TPO, I could, lower the -Monthly rent v by asinsomecases mucli as $'400.00., Page 233 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda v . 0 03 P a g e | 1 October 17, 2023 ITEM TITLE HUD Entitlement Grants and Appropriation: Adopt a First Amendment to the U.S. Department of Housing and Urban Development Fiscal Year 2023/24 Annual Action Plan and Appropriate Funds Report Number: 23-0245 Location: 333 Oxford Street Department: Housing & Homeless Services Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing Facilities), Section 15302 Class 2 (Replacement or Reconstruction), and Section 15303 Class 3 (New Construction or Conversion of Small Structures). Pursuant to Title 24, Part 58.35(a)(3)(iii) of the Code of Federal Regulations and Housing and Urban Development Environmental Guidelines, the activity is Categorically excluded under National Environmental Policy Act. Recommended Action Adopt a resolution approving the First Amendment to the U.S. Department of Housing and Urban Development Annual Action Plan to (1) allocate HOME Investment Partnerships Program Funds to affordable housing production, (2) transfer HOME – American Rescue Plan funds for administration, (3) allocate Community Development Block Grant Funds for the renovation of facilities and infrastructure at Lauderbach Park, (4) authorize the City Manager or her designee to negotiate and execute documents consistent with the proposed activities, and (5) appropriate funds for that purpose (4/5 Vote Required). SUMMARY The City of Chula Vista’s Annual Action Plan is a document required annually by the U.S. Department of Housing and Urban Development to describe the funding strategy for use of various entitlement funds. Any significant funding changes to the approved Action Plan constitute a Substantial Amendment and must be approved by City Council. This Resolution would amend the 2023-24 Annual Action Plan to transfer administrative funds in the HOME – American Rescue Plan grant, allocate HOME Investment Partnerships Program funds for affordable housing production, and allocate Community Development Block Grant funds for a second phase of improvements at Lauderbach Park, located at 333 Oxford Street. Page 234 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 2 ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed project for compliance with the California Environmental Quality Act (CEQA) and has determined that the proposed Action Plan Substantial Amendment does not constitute a project under Section 15378 of the California Environmental Quality Act (“CEQA”) State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Pursuant to Title 24, Part 58.34(a)(2)&(3) of the Code of Federal Regulations and HUD Environmental Guidelines, the activity is exempt under the National Environmental Policy Act (NEPA). The Director further finds that the Lauderbach Park improvements project qualifies for a Categorical Exemption pursuant to State CEQA Guidelines Section 15301 Class 1 (Existing Facilities), Section 15302 Class 2 (Replacement or Reconstruction), and Section 15303 class 3 (New Construction or Conve rsion of Small Structures) because the proposed actions would not result in a significant effect on the environment, create a cumulative impact, damage a scenic highway, or cause a substantial adverse change in the significance of a historical resource. Thus, no further environmental review is required. Pursuant to Title 24, Part 58.35(a)(3)(iii) of the Code of Federal Regulations and Housing and Urban Development Environmental Guidelines, the activity is Categorically excluded under National Environmental Policy Act. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION As a U.S. Department of Housing and Urban Development (“HUD”) entitlement community, the City receives annual funds through three block grant programs: HOME Investment Partnerships Program (“HOME”), Community Development Block Grant (“CDBG”), and Emergency Solutions Grant (“ESG”). Due to the pandemic, a fourth grant was received and appropriated via City Council Resolution No. 2023-012 adopted on February 14, 2023, for HOME – American Rescue Plan (“HOME-ARP”) funds. In connection with the programs, the City must adopt and follow a five-year Consolidated Plan and an annual Action Plan for the activities and disbursement of funds. The 2023-24 Action Plan was adopted by Council on May 9, 2023, pursuant to City Council Resolution No. 2023-045, and submitted to HUD shortly thereafter. It was approved by HUD on September 14, 2023. Tonight’s action would serve as a First Amendment to the 2023-24 Action Plan to add the activities described below. HOME – ARP Transfer In February 2023 Council appropriated $3,139,777 in HOME – ARP funds for the production of Permanent Supportive Housing (“PSH”) and grant administration, pursuant to the HOME-ARP Allocation Plan. The City now wishes to split these funds such that $2,668,810.45 is targeted for the production of PSH and $470,966.55 is reserved for grant administration costs, in accordance with federal guidelines, requiring a transfer of $400,322.55 in HOME-ARP funds to administration. Affordable Housing Production The $2,668,810.45 described above will be combined with $1,331,189.55 in HOME funds to create a total pot of $4,000,000 for affordable housing production. This funding amount would likely be sufficient local financing for one affordable rental housing project to qualify for additional state and federal funds and move forward into construction. Page 235 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 3 The production of 100 new affordable housing units is identified as a goal in Table 12 of the Action Plan. Addressing homelessness is also identified throughout the Action Plan as a primary goal, with various activities intended to meet that objective. The proposed activity of allocating HOME funds for affordable housing production, with a priority on PSH reserved for formerly homeless households, would help meet the City’s identified goals and is consistent with the intended purpose of the HOME program. If adopted, staff will return to Council with funding recommendation(s) for new construction of affordable housing through proposals selected via Request for Proposal (“RFP”). The RFP scoring criteria will be limited to developers who responded to the City’s Request for Qualifications (“RFQ”) published on July 24, 2023, and who were determined to meet the City’s qualifications. Additionally, the RFP will prioritize the following proposals:  Proposals by developers certified as Community Housing Development Organizations (“CHDOs”). CHDOs are nonprofit community-based organizations, certified by the City or another jurisdiction, that have the capacity to develop affordable housing. Per HUD guidelines, 15% of HOME funds must be allocated to CHDOs.  Proposals for PSH. PSH is housing reserved for homeless families or individuals, with services attached and no time limits on the length of tenancy for residents in good standing. To ensure positive long-term outcomes, tenants are offered access to wraparound services such as case management, substance abuse treatment, mental health support, and/or other assistance. Rent is typically set at 30% of household income and supported with an operating subsidy such as Project-Based Section 8 Vouchers. The PSH model has become widely recognized as a best practice for ensuring that formerly homeless households remain stably housed over the long term.  Proposals for projects that promote geographic equity. The City is committed to affirmatively furthering fair housing and addressing patterns of residential segregation. In accordance with the City’s adopted 2021-2029 Housing Element (Appendix E, Table E-18), the City will promote racially and economically integrated communities by giving preference to proposals for projects located in high-opportunity areas of Chula Vista. This will be determined based on factors such as school quality, employment opportunities, income levels, transit access, and other amenities.  Proposals for projects that are ready to proceed quickly into construction and completion . Affordable housing projects can take a number of years to move through the phases of development, from conception, land acquisition, and Planning approvals to financing, construction, completion, and lease-up. Proposals that have already met certain readiness thresholds, such as acquisition of land and securing of planning approvals and environmental determinations, will rank more highly for funding. Lauderbach Park Improvements The City owns Lauderbach Park, located at 333 Oxford Street, which contains a community center with a kitchen. Lauderbach Park recently underwent outdoor renovations with funding from local sales taxes (Measure P) and a state grant. Separately, the community center within Lauderbach Park is being renovated with $440,000 in CDBG funds through subrecipient SBCS Corporation (“SBCS”). The improvements include upgrades to the plumbing and electrical systems as well as replacement of the fire system, flooring, and hood. The kitchen is being upgraded to commercial standards to support nutrition education and life skills programming for low-income community members. Page 236 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda P a g e | 4 While carrying out the rehabilitation, the City determined that the sewer line at the community center, which services the building and park restroom facility, needed replacement. As an essential health and safety component of the building, the facility would be inoperable without this improvement. The amount budgeted for facility improvements at Lauderbach Park shall not exceed $150,000. DECISION-MAKER CONFLICT Staff has reviewed the property holdings of the City Council members and has found no property holdings within 1,000 feet of the boundaries of the property which is the subject of this action at 333 Oxford Street. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2, section 18702.2(a)(7) or (8), for purposes of the Political Reform Act (Cal. Gov’t Code §87100, et seq.). For the remainder of the actions, staff has reviewed the decision contemplated by these actions and has determined that they are not site-specific and consequently, the real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.). Staff is not independently aware, and has not been informed by any Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT There is no fiscal impact to the City’s General Fund as a result of this action, as all costs associated with the projects, programs, and administration of the CDBG, HOME, and HOME-ARP programs are covered by the respective grants. This action will transfer $400,322.55 in previously appropriated HOME-ARP funds towards the production of housing to administration, resulting in $470,966.55 for allowed grant administration (15%) and $2,668,810.45 for the production of affordable PSH. Additionally, approval would appropriate the following: Funding Source City Activity/Program Funding Community Development Block Grant (CDBG) Lauderbach Park Community Center Improvements $150,000.00 HOME Investment Partnerships Program (HOME) Production of Affordable Housing $1,331,189.55 ONGOING FISCAL IMPACT There is no ongoing fiscal impact to the City’s General Fund as a result of this action, as all costs associated with the administration of the CDBG, HOME, and HOME-ARP programs are covered by the respective grants. ATTACHMENTS None. Staff Contact: Stacey Kurz, Director of Housing and Homeless Services Brian Warwick, Housing Manager Carlos Rodriguez, Management Analyst II Page 237 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE FIRST AMENDMENT TO THE 2023/24 UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ANNUAL ACTION PLAN AND APPROPRIATING FUNDS THEREFOR WHEREAS, on May 9, 2023, the City Council approved submittal of the 2022/23 Annual Action Plan (the “Plan”) via City Council Resolution No. 2023-045 and authorized submittal to the U.S. Department of Housing and Urban Development (“HUD”) for the Community Development Block Grant (“CDBG”), Emergency Solutions Grant (“ESG”), and Home Investment Partnerships Program (“HOME”); and WHEREAS, the City of Chula Vista (“City”) previously authorized an appropriation of one-time HOME American Rescue Plan (“HOME-ARP”) funds in the amount of $3,139,777 via City Council Resolution No. 2023-012 adopted on February 14, 2023 for the development of Permanent Supportive Housing (“PSH”) ($3,069,133) and grant administration ($70,644); and WHEREAS, the City now desires to transfer $400,322.55 in HOME-ARP funds to total $470,966.55 for allowed grant administration (15%), leaving $2,668,810.45 for the production of affordable PSH; and WHEREAS, the City desires to add available HOME funds in an amount of $1,331,189.55 to total Four Million $4,000,000.00 for use for the production of affordable PSH; and WHEREAS, the City intends to allocate the $4,000,000 in HOME and HOME-ARP funds together through a competitive procurement process, such as a Request for Proposals (“RFP”); and WHEREAS, fifteen percent (15%) of available HOME funds must be allocated to organizations certified as Community Housing Development Organizations (“CHDOs”), in accordance with HUD set-aside requirements; and WHEREAS, the RFP shall be restricted to organizations that responded to the City’s Request for Qualifications which concluded on August 24, 2023, and that were determined to meet the City’s standards as a qualified developer and operator of PSH; and WHEREAS, the RFP will prioritize proposals for PSH, and rank proposals according to relevant criteria such as CHDO certification, geographic equity, and project readiness; and WHEREAS, the City owns Lauderbach Park, located at 333 Oxford Street, which contains a community center operated and maintained by SBCS Corporation (“SBCS”), a subrecipient of HUD funds; and Page 238 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. Page 2 WHEREAS, the City previously identified the community center as in need of renovation and for programming opportunities surrounding nutrition education; and WHEREAS, the City previously provided $392,000 in CDBG funding to SBCS to carry out the improvements, pursuant to City Council Resolution No. 2022-161, and an additional $48,000 in CDBG funding, pursuant to City Council Resolution No. 2023-012; and WHEREAS, the City and SBCS have now identified a second phase of needed improvements, including sewer line replacement to service both the community facility and park bathrooms; and WHEREAS, the second phase of improvements has been determined to cost an amount not to exceed $150,000; and WHEREAS, the City desires to amend the 2023/24 Annual Action Plan to allocate and appropriate HOME funds for the production of PSH, to reallocate the split of funds in the HOME– ARP, and to allocate and appropriate CDBG funds for community facility improvements at Lauderbach Park; and WHEREAS, Federal regulations governing the HOME and CDBG grant funding programs state that programmatic and funding changes to the Plan constitute a Substantial Amendment to the Plan; and WHEREAS, in compliance with HUD regulations, an Action Plan Substantial Amendment requires a 30-day public review and comment period, and such period began on September 29, 2023 and will conclude on October 29, 2023; and WHEREAS, no comments were received prior to the date of this resolution and any comments received after will be incorporated in the final Action Plan First Amendment prior to submittal to HUD; and WHEREAS, Funds appropriated to the proposed activities are available to be drawn from unallocated HUD grant funds; and WHEREAS, in order for an outside entity to receive funds in accordance with the proposed activities, it must formally enter into a Subrecipient Agreement with the City, and therefore the existing Agreement No. 2022-105 with SBCS approved by City Council Resolution Nos. 2022- 161 and 2023-012 will be amended to add a not to exceed $150,000 in additional CDBG funding. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby authorizes the amendment to the 2023/24 HUD Annual Action Plan, in the form presented in Exhibit 1, and authorizes the submission of the Substantial Amendment to the United States Department of Housing and Urban Development; and BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that it authorizes the transfer of $400,322.55 in previously appropriated HOME-ARP funds towards the Page 239 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. Page 3 production of housing to administration, resulting in $470,966.55 for allowed grant administration (15%) and $2,668,810.45 for the production of affordable PSH. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that it authorizes the appropriation of the following, as further described in Exhibit 1 to this resolution: Funding Source City Activity/Program Funding Community Development Block Grant (CDBG) Lauderbach Park community center improvements $150,000.00 HOME Investment Partnerships Program (HOME) Production of Affordable Housing $1,331,189.55 BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it authorizes the City Manager or her designee to execute a First Amendment to Agreement No. 2022-105 with SBCS and execute all other documents to carry out these activities. Presented by Approved as to form by Stacey Kurz Jill D.S. Maland Director, Department of Housing and Lounsbery Ferguson Altona & Peak Homeless Services Acting City Attorney Page 240 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. Page 4 EXHIBIT 1 First Amendment to City of Chula Vista 2023-24 Annual Action Plan Grant Program Org Obj Project String Proposed Project Description Amount HOME-ARP Production of Affordable Housing $2,668,810.45 HOME-ARP* Administration $470,966.55 HOME 272552 7901 TBD Production of Affordable Housing $1,331,189.55 CDBG 272557 7901 BGS1166 Lauderbach Improvements $150,000.00 Total $4,620,966.55 *Transfer of $400,322.55 previously appropriated by Council Resolution No. 2023-012 on February 14, 2023. Page 241 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 242 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 243 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 244 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 245 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 246 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 247 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 248 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 249 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 250 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Empower individuals & families ●Build community resilience ●Promote housing opportunities ●Enhance quality of life HOUSING & HOMELESS SERVICES Item 7.1 Annual Action Plan Amendment Page 251 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda HOUSING & HOMELESS SERVICES Updated Resolution & Staff Report •Removed CDBG Appropriation for Lauderbach Park Page 252 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda HOUSING & HOMELESS SERVICES •Adopted May 9, 2023 (Resolution No. 2023-045) •Outlines funding strategy for HOME, CDBG, and other HUD entitlement funds •Can be changed via Substantial Amendment •30 day Public Review •Council Public Hearing HUD Annual Action Plan Page 253 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda HOUSING & HOMELESS SERVICES HOME Action Plan First Amendment HOME–ARP Affordable Housing productionAdministration $1,331,190$400,322.55 Page 254 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda HOUSING & HOMELESS SERVICES •Internal transfer of existing funds •15% allowed for admin costs per HUD regulations •$400,322.55 HOME-ARP Funds Page 255 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda HOUSING & HOMELESS SERVICES Request for Qualifications HOME Funds Affordable Housing Production Request for Proposals $2,668,810.45 Previously authorized (HOME-ARP) $1,331,189.55 This resolution (HOME) $4,000,000.00 Total pot Page 256 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda HOUSING & HOMELESS SERVICES •Permanent Supportive Housing •Geographic Equity •Project Readiness •CHDO Certification HOME Funds Affordable Housing Priorities Page 257 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda HOUSING & HOMELESS SERVICES Recommended Action HOMEHOME–ARP Affordable Housing productionAdministration $1,331,190$400,322.55 Transfer Appropriation Page 258 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 v . 0 03 P a g e | 1 October 17, 2023 ITEM TITLE Grant Award & Agreements: Accept and Appropriate Grant Funds and Approve Grant Agreement, Increase Police Staffing and Approve Agreements with SANDAG for Theft Prevention Grant Program and Flock Group for Automated License Plate Recognition Cameras Report Number: 23-0276 Location: No specific geographic location Department: Police Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Recommended Action Adopt resolutions: (A) Accepting $3,037,986 in grant funds from the California Board of State and Community Corrections for the Organized Retail Theft Prevention Grant Program, adding one Police Agent to the authorized staffing level of the Police Department, approving Agreement Number BSCC 1146-23 with the Board of State Community Corrections, and appropriating $1,133,788 to the fiscal year 2023-24 Police Grants Section of the State Grants Fund; (B) Approving an agreement with San Diego Association of Governments for the Organized Retail Theft Prevention Grant Program, and (C) Approving an agreement with Flock Group, Inc. for 150 fixed Automated License Plate Recognition cameras. (4/5 Vote Required) SUMMARY The Police Department received notice of a $3,037,986 award from the California Board of State and Community Corrections (“BSCC”) Organized Retail Theft Prevention Grant Program. With this grant funding, the Police Department will combat vehicle and vehicle accessory theft within the city and take a proactive approach to this issue that will include additional operational, investigative, and analytical personnel resources, and the enhancement of existing technologies to improve actionable evidence to prevent and deter thefts of vehicles and catalytic converters, including the acquisition and installation of 150 fixed automated license plate recognition cameras. Page 259 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 2 ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the environment; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus, no environmental review is required. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION On September 13, 2023, the Police Department received notice of a $3,037,986 award from the California Board of State and Community Corrections (“BSCC”) Organized Retail Theft Prevention Grant Program. The Organized Retail Theft Prevention Grant Program was established via Senate Bill 154 (SB 154) (Chapter 43, Statutes of 2022). Organized Retail Theft Prevention Grant Program funds are to support local law enforcement agencies in preventing and responding to organized retail theft, motor vehicle or motor vehicle accessory theft, or cargo theft. Each year, the City of Chula Vista experiences a high rate of vehicle theft and theft of vehicle accessories. Since 2018, there have been 4,224 vehicle thefts, an average of 768 per year. Vehicle thefts have increased by 28.5% in 2022 compared to the last three years. Between 2018-2022, there was an average increase of 8.5% in vehicle theft each year. In addition, only a small number of auto thefts result in arrests. In the past five years, only 373 arrests have been made for the 4,224 vehicle thefts that have occurred, resulting in a clearance rate of 8.8%. In other words, more than 91% of vehicle thefts go without an offender being arrested or held accountable for their actions. Vehicle accessory thefts, including catalytic converters, have also been an ongoing issue in the city. Precious metals inside the catalytic converters are expensive, making catalytic converters lucrative for thieves to steal. Since 2020, there have been 666 cases of vehicle accessory theft. These thefts have been steadily increasing since 2020. More specifically, over a three-year period between 2020 and 2023, there was a 42% increase in cases of vehicle accessory theft in Chula Vista. Unfortunately, the clearance rate for arrests of catalytic converter thieves is almost non-existent, due to the lack of evidence to identify suspects. The problem of vehicle theft and catalytic converter theft has a significant impact on the City of Chula Vista. With grant funding, the Police Department will be able to help locate stolen vehicles and, arrest vehicle theft suspects to reduce victimization among the residents of Chula Vista. The Police Department’s proposed strategy is both proactive and reactive. The Police Department’s plan includes additional operational, investigative, and analytical resources, while simultaneously enhancing existing technologies to improve actionable evidence that helps identify and apprehend criminal suspects and deters vehicle thefts or thefts of catalytic converters. Page 260 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 3 The grant covers the 38-month project period of October 1, 2023 to December 1, 2026. When the project activity period ends on December 1, 2026, there will be a 6-month period of January 1, 2027 to June 1, 2027 for completion of the Final Local Evaluation Report (conducted by SANDAG). The Grant documents were due by September 28, 2023. The Chula Vista Police Department requested and received an extension to allow time for City Council presentation, review, and approval process of the grant agreement and other related documents. The State has indicated they are on a tight timeline. The State needs the required documents as soon as possible before we can fully execute the contract allowing the city to receive any reimbursement for grant expenditures. The grant officially started on October 1, so we are in the first quarter of required reporting periods. Resources for Operations, Investigations, and Analysis Funding from BSCC has been granted to fund a Police Agent as a dedicated vehicle theft investigator, to oversee the Police Department’s Automated License Plate Recognition (ALPR) program, and to help oversee the grant itself. Funding has also been granted for overtime for police operations intended to curtail vehicle thefts and apprehend theft suspects, for prevention materials and tools such as steering wheel locks and specialized paint to mark catalytic converters, for educational and community outreach materials, for enhanced training for investigators, and for increased flexibility through the acquisition of five detective vehicles. The BSCC is also providing funding to acquire contractual services with SANDAG to perform grant program evaluation and analysis. Enhancing Existing Technologies Additionally, funding from BSCC grant expands the current Police Department ALPR program. The Police Department currently deploys four mobile ALPR cameras, which are affixed to patrol vehicles. With this grant funding, 150 fixed ALPR cameras will be strategically installed in key intersections and thoroughfares likely to be traversed by criminal suspects during or immediately after committing a crime. The expanded use of ALPR cameras will have a significant positive impact on both vehicle theft and vehicle accessory theft by providing information to solve vehicle theft cases, while simultaneously having a positive impact on the investigation of many other crimes committed in Chula Vista. The Police Department intends to promote community safety, solve crime, reduce crime and be transparent with the community about the expanded use of this technology. About Automated License Plate Recognition ALPR technology originated in the United Kingdom in the mid-1970s and has been widely used by law enforcement worldwide since 20011. A January 2012 Police Executive Research Forum (PERF) Technology Summit in Washington D.C.2, showed 71% of surveyed police departments in the United States employed 1 Cohen, I. M., Plecas, D., & McCormick, A. V. (2007). A Report on the Utility of the Automated License Plate Recognition System in British Columbia. Retrieved from http://cebcp.org/wp- content/lpr/BritishColumbiaLPRreport.pdf 2 Police Executive Research Forum (2012). Critical Issues in Policing Series: “How Are Innovations in Technology Transforming Policing?” Retrieved from https://www.policeforum.org/assets/docs/Critical_Issues_Series/how%20are%20innovations%20in%20technology %20transforming%20policing%202012.pdf Page 261 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 4 ALPR systems to some extent and 85% planned to acquire or expand their use of ALPR systems in the next five years. Most law enforcement agencies in San Diego County now use ALPR systems in some capacity. In recent years, many municipalities in San Diego County have expanded their ALPR programs to include fixed ALPR systems and have publicized numerous success stories attributed to the use of ALPR technology. Today, ALPR systems have become commonplace because they are an effective strategy to deter criminals who would victimize our community, and to apprehend criminal offenders. The use of ALPR systems have become a standard and expected practice in police investigations throughout the region and the nation. Use of Automated License Place Recognition Systems in San Diego County * Pending ALPR systems involve the use of digital camera systems paired with software to identify license plate numbers. ALPR systems function by automatically taking a photographic image of a vehicle’s license plate and transforming that image into alphanumeric characters using optical character recognition or similar software. The images often include the license plate as well as enough of the car to allow for identification of the make and model. The images and data about the license plate number and geolocation of the image are stored in the ALPR system for a pre-determined period of time, after which the images and data are automatically purged from the system. No personal identifying information is generated or stored in the ALPR system. Page 262 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 5 Below is an example of what an ALPR image often looks like. History of the Chula Vista Police Department ALPR Program and Related Technologies  On October 9, 2007, the City Council approved a Police Department proposal to fund the purchase of ALPR camera systems. The proposal included the purchase of camera systems mounted to three marked, routine police vehicles used by uniformed patrol officers.  On February 1, 2011, the City Council approved a Police Department proposal to fund the purchase of a fourth ALPR camera system.  In 2017, due to vendor issues and aging equipment, the department switched ALPR vendors from 3M/PIPS to Vigilant Solutions, which included a subscription to the Vigilant ALPR database, also known as the Law Enforcement Archival Reporting Network (LEARN). Vigilant’s LEARN service provides the subscribing law enforcement agency with the right to grant other authorized entities the limited ability to search that agency’s ALPR data (sometimes known as “data sharing”). The LEARN service also provides entities with the capability of creating proactive alerts (sometimes known as “hot list” notifications) for wanted vehicles, should a wanted license plate be scanned by a subscribing ALPR system.  On April 9, 2020, the ACLU submitted a Public Records Act request regarding the Department’s subscription to Vigilant’s LEARN database. The Department researched its Vigilant ALPR system and provided the list of Vigilant LEARN agencies the Department both shared and received data from. Included on the list of agencies were Immigration and Customs Enforcement (ICE) and the United States Border Patrol (USBP). Although the Department’s perspective was focused on solving and preventing crime in the interest of community safety, the Department simultaneously consulted with the City Attorney’s office to ensure legal compliance with the California Values Act of 2018 (SB54). Because ALPR data did not include Personally Identifiable Information (PII), nor did it contain any immigration-related information, the City Attorney’s office concluded that the ALPR program and related data sharing was not in violation of SB54.  By December 8, 2020, published media reports suggested the Police Department’s ALPR system violated both SB54 and 2015 California State Senate Bill 34, which required law enforcement agencies to seek public input and City Council approval prior to starting or operating an ALPR system. The City Council requested a Staff Report on the Police Department’s ALPR program. Page 263 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 6  Between March 23, 2021 and April 20, 2021, the Police Department provided two reports to the City Council and held a public forum related to its ALPR system. At the conclusion of the April 20th meeting, the City Council unanimously reauthorized the ALPR program, directed staff to organize listening sessions throughout the City, and directed staff to evaluate the feasibility of establishing a group for oversight of the ALPR program.  Between April 20, 2021 and April 25, 2022, a City steering committee was created to develop a community task force focused on providing advice related to the City’s use of technology and privacy.  On January 18, 2022, the City Council directed staff to develop a privacy protection and technology transparency policy and engaged a consultant to provide support for the development of the policy.  In April 2022, the City Manager appointed 12 individuals to the Chula Vista Technology and Privacy Advisory Task Force, consisting of Chula Vista residents and subject matter experts who were charged with assisting with the development of comprehensive policy recommendations on technology and privacy issues.  Between April 25, 2022 and September 26, 2022 the newly-formed Technology and Privacy Advisory Task Force held a series of public meetings, town-hall meetings, educational sessions of city technologies, and tours of various city departments. The task force ultimately adopted a final set of recommendations for the City Manager to consider in the development of a citywide policy. The majority of the recommendations were incorporated into a proposed policy governing privacy protection and technology transparency.  On November 1, 2022 the City Council adopted Policy 112-04, Privacy Protection and Technology Transparency Policy. The policy defined different types of city technology and classified them into three groups: Surveillance Technology (technology designed or primarily intended for the purpose of surveillance), Sensitive Technology (technology that generates or collects sensitive personal information but is not designed or intended to be used for surveillance), and General Technology (any other type of technology). The policy also provided direction for enhanced controls and oversight for Sensitive Technologies and Surveillance Technologies. Among other things, the Privacy Protection and Technology Transparency policy outlines that new Surveillance Technologies require a Use Policy (to regulate use of the technology) and Surveillance Technology Impact Report (to evaluate impacts of the technology), submitted for input to a Privacy Protection and Technology Advisory Commission, prior to acquisition of new technology.  On July 25, 2023 the City Council adopted Ordinance 3553, creating a Privacy Protection and Technology Advisory Commission.  As of the date of this report, the City of Chula Vista is currently accepting applications for a Privacy Protection and Technology Advisory Commission, but the Commission has yet to be established. Page 264 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 7 Current Police Department ALPR System: Currently, the Police Department operates a maximum of four marked patrol cars equipped with ALPR camera systems that operate while the vehicles are in use. Patrol cars are assigned to patrol officers on an available basis and are not assigned based on geography. Due to shift overlaps, patrol cars may not be used on some shifts (e.g.. a day shift officer drives one, making it unavailable for the next shift, but available for an officer on the overnight shift to drive). The department’s ALPR system has two primary functions. First, while the ALPR-equipped car is in use, the system compares license plate numbers to one or more existing databases of vehicles of interest to law enforcement agencies and alerts the officer operating an ALPR-equipped car when a vehicle of interest has been observed. This process typically occurs within seconds. At this point, the “automated” part of the process ends and officers must then independently validate that the ALPR system has accurately interpreted the license plate, validate that the license plate matches the vehicle of interest, verify that the al ert is valid (e.g., not expired or otherwise deemed invalid), and make an informed decision as to what action to take, if any. An alert alone does not justify a traffic stop or detention. The officer must conduct these verification steps prior to any enforcement action. The second function is the ability for officers to manually search the database for a specific vehicle related to an official investigation (crimes, missing persons etc.). The department currently subscribes to Vigilant Solutions, which provides data storage for CVPD ALPR images and allows officers to search for images from the department’s images, those collected by other law enforcement agencies, and those from commercial entities that are willingly shared with law enforcement. Commercial systems are widely used by non-public entities such as shopping malls, apartment complexes, home-owners associations, amusement parks, and parking garages. Commercial systems greatly outnumber law enforcement systems. This manual search function is the part of the system that is most invaluable to the department as it used in almost every investigation conducted. There are hundreds of instances where cases would not be solved without the use of the ALPR system. Regulations surrounding the use and auditing of the Department’s ALPR systems are governed by Chula Vista Police Department Policy § 460. The policy, publicly available on the Department’s webpage, outlines specific requirements for access, administration, operation, data sharing, retention, and measures for accountability. Proposed Expansion of Police Department ALPR System: Funding from BSCC has been granted to expand the Department’s ALPR program to add 150 fixed-location ALPR cameras. Unlike mobile ALPR cameras, fixed ALPR systems cannot be readily moved throughout the City to drive through crime scenes or areas with an increased risk of crimes such as shopping malls. Mobile ALPR systems are sometimes operated in an area where a significant crime has occurred, and potentially help detectives to identify vehicles associated with suspects. Fixed ALPR cameras can support interdiction of crimes in-progress when users are logged into the system and can receive real time alerts. In mobile systems, an officer driving an ALPR-equipped patrol vehicle can be immediately alerted to a potential criminal offense or criminal offender, allowing the officer to take Page 265 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 8 immediate action to investigate the alert and potentially stop a crime in progress, locate a missing person, or identify a wanted vehicle. On the other hand, fixed ALPR cameras can be mounted on traffic lights and poles in major thoroughfares, points of ingress or egress into or out of the city limits and positioned in areas with high traffic density. Since criminal offenders are not bound to stay within a particular location within the city, or even within the city limits, a fixed ALPR camera’s ability to capture images from key locations 24 hours a day provides detectives with significantly improved capability to identify and locate vehicles involved in crimes that have victimized members of our community. Oversight of the ALPR System The ALPR program is overseen by a Police Captain, who manages a designated Police Lieutenant and a Police Sergeant. The team oversees the ALPR system with the support of an IT Manager. In accordance with the BSCC grant, the Police Department intends to add a new Police Agent to assist the team with oversight, training, and auditing of the ALPR system. Access and Security of the ALPR System The department will continue to restrict access to the ALPR system to limited employees and positions that need access to ALPR data to conduct their official duties. Examples include sworn personnel, police dispatchers, crime analysts, and other similar positions. Employees are required to receive a minimum of two-hours of training before accessing the system. All access to the ALPR system is regulated not only by departmental policies that restrict its use, but also by federal and state laws. The ALPR system is compliant with Criminal Justice Information Services (“CJIS”), which requires the Police Department to safeguard the civil liberties of individuals and businesses, and to shield private and sensitive information. CJIS compliance is central to all of the Police Department’s sensitive information sources, including the ALPR system. Under CJIS regulations, a user is required to demonstrate that they have the right to access the data, and that they have a bona fide reason to access the data. This requirement is sometimes referred to as the need-to-know/right-to-know standard. In other words, whenever a user accesses the ALPR system, they must first attribute the inquiry to a specific police investigation. This attribute, the reason that the user accesses the system, is required and is logged in the system for future auditing. System access logs can be audited by a system administrator or department manager to assure compliance with regulations and that each inquiry meets the need-to-know/right-to-know standard. By law, the Police Department is required to conduct audits of the system’s usage, and currently audits the system quarterly. Federal authorities also conduct periodic audits of the Police Department’s CJIS systems to ensure compliance with security laws, database access limitations, and training requirements. Ownership and Protection of ALPR Data Under the terms of the agreement for an expanded ALPR system, all ALPR data, including but not limited to license plate data, images, geospatial data, user data, logging data, and system management data is owned and controlled exclusively by the City of Chula Vista. ALPR data shall not be sold for any reason, and shall not be shared without the permission of the City, unless required by law. ALPR data is stored on servers residing Page 266 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 9 in the United States, is encrypted end to end, and systems are protected against compromise. In the sixteen years that the Police Department has operated an ALPR system there have been no reports of a data breach. Retention of ALPR Data Since 2021, the Police Department’s ALPR system retained photographs and data for a period of one year, after which the information was automatically purged from the system. With the proposed expansion of the ALPR program, the Police Department intends to reduce the retention period to thirty (30) days across all ALPR platforms. This retention period gives the department a reasonable amount of time to conduct an inquiry during the early phases of a police investigation, while helping reduce risks to the individual liberties and privacy of our community. As a matter of standard investigative practice, specific ALPR data that is determined to be evidence in a police investigation (such as a record and photograph of a suspect vehicle) is migrated to the Police Department’s pre-existing digital evidence management system. ALPR data is automatically purged from the ALPR system after the 30-day retention period. Data Sharing of ALPR Data Since 2017, the Police Department has authorized specific law enforcement agencies limited access to search its ALPR data. The authorization is sometimes broadly referred to as “data sharing.” Data sharing does not transmit nor provide wholesale ALPR data to any agency, nor does it provide any agency with direct or comprehensive access to the Police Department’s ALPR data. Instead, the phrase “data sharing” in the context of the Police Department’s ALPR system refers to the capability that an authorized law enforcement agency’s ALPR system may, during the course of conducting a search of their own ALPR data during an investigation, simultaneously search the ALPR data of any other agency that has permitted it. In other words, one jurisdiction is searching for a suspect’s vehicle in its ALPR system, can also search for the vehicle in other jurisdictions that have so authorized it. Actual ALPR data (such as the license plate or photograph) is only shared between agencies when there is a “hit” to an active search. Other law enforcement agencies may similarly authorize sharing their data with the department, allowing investigations in Chula Vista to find suspect vehicles that have fled the city. Data sharing authorizations are crucial since crime is not limited to the city limits, and criminal offenders commonly traverse city and county jurisdictions in the process of committing criminal acts. Sharing information with other vetted law enforcement agencies is essential to solve crime. Suspects move about the community and look for opportunities to perpetrate crime, especially regarding auto theft or auto accessory theft. By sharing and receiving ALPR data, agencies can leverage each other’s data to solve more cases quickly, potentially reducing the number of victims and thus driving crime rates down, making communities safer as a byproduct. Each agency’s access and use of ALPR data is still governed by CJIS and by state laws, helping protect individual rights to liberty and privacy. Since 2021, the Police Department has limited ALPR data sharing to only those agencies located within the State of California, who are all governed by SB 54 and other state requirements. The list of agencies with Page 267 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 10 whom the department has authorized to share data is maintained on the Police Department’s website and is updated quarterly. The Chula Vista Police Department does not permit the sharing of ALPR data gathered by the City or its contractors/subcontractors for purpose of federal immigration enforcement, pursuant to California Values Act (Government Code § 7282.5; Government Code § 7284.2 et seq) – these federal immigration agencies include Immigrations and Customs Enforcement (ICE) and Customs and Border Patrol (CBP). Strategic Deployment of Fixed ALPR Cameras The Police Department has had sixteen years of experience using ALPR technology to bolster and support police investigations and identify suspects in criminal investigations, with the primary goal of protecting the community, solving crime, and holding offenders accountable. Within the region, the use of ALPR systems has become commonplace, and a standard practice in effective criminal investigations. The addition of 150 fixed ALPR cameras will significantly improve the department’s capacity to keep the community safe. The number of fixed ALPR cameras is consistent with many other jurisdictions in the San Diego region. ALPR Cameras per Square Mile in San Diego County Each fixed ALPR camera will be strategically installed in key intersections and thoroughfares likely to be traversed by criminal suspects during or immediately after committing a crime, Below is a visual representation of a proposed deployment strategy for fixed ALPR cameras throughout the city. Page 268 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 11 Proposed Location of Fixed ALPR Cameras The proposed location of each fixed ALPR camera was carefully chosen based on a number of factors, including but not limited to rates of traffic density on city roadways, locations of ingress and egress points to and from the city limits, geographic land features, population densities throughout the city, key areas and hotspots from auto theft crimes and catalytic converter thefts, and more. Key consideration was also given to ensuring appropriate and equitable distribution of systems to maximize effectiveness while minimizing inequitable impacts on micro communities. The following diagram and table provide population density statistics and were analyzed in developing the proposed location for fixed ALPR cameras. Population Density and Number of ALPR Cameras by City Council District City Council District Population Density (per sq. mi.) Proposed Number of Fixed ALPR Cameras 1 3,969 23 2 7,509 49 3 4,517 22 4 7,903 56 Below are visual representations of population density by census tract and areas where vehicle and vehicle accessory theft occur most in the city and a map depicting ALPR placement and vehicle theft/vehicle accessory theft. Page 269 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 12 Hotspots for Auto Theft and Theft of Vehicle Accessories Hotspots Compared to Proposed Location of Fixed ALPR Cameras Page 270 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 13 Expanded ALPR System Provider The Police Department has conducted extensive research regarding the installation of fixed ALPR cameras at street intersections and on roadways, and proposes using the ALPR solution from Flock Group, Inc. Flock pairs license plate and state recognition with other vehicle attributes such as color, type, make and objects (roof rack, bumper stickers, etc.) based on image analytics (not car registration data). Flock is the only ALPR provider that offers a “Visual Search” feature, which allows investigators to search ALPR data not only by license plate number but also by vehicle description and attributes such as make, model, color and more. Flock positions cameras to capture images of the rear of vehicles to provide license plate data and the vehicle’s color and make while reducing the chance of accidentally capturing the faces of drivers or passengers. This supports the ethical use of the system in that it does not have a filter for people, no facial recognition component, no traffic enforcement, or indiscriminate evidence. Additionally, Flock is the only ALPR provider to interface with the Police Department's pre-existing digital evidence management system, Evidence.com, simplifying the process for investigators that need to save evidence for later prosecution. The Flock system enables neighborhoods, schools, businesses, and law enforcement to work together across an entire city to solve and prevent crime. The Flock platform can alert law enforcement when a wanted or stolen vehicle license plate is recognized by a camera. At the same time, the Flock platform includes a public transparency portal helping maintain public trust without compromising transparency or human privacy. The agreement with Flock Group, Inc. satisfies requirements for a single source contract. The agreement was negotiated based on Flock’s demonstrated competence and qualifications for the services provided, pursuant to Chula Vista Municipal Code section 2.56.110(A)(1). In order to procure these services, Flock Group, Inc. was chosen based on their unique knowledge, skills, and abilities not available from other sources. In accordance with Chula Vista Municipal Code sections 2.56.110(H)(3) and 2.56.070(B)(4), award of this contract to Flock is not subject to competitive bidding requirements. Adherence to Privacy Protection and Transparency Policy ALPR technology is defined as Surveillance Technology by the City’s Privacy Protection Technology and Transparency Policy (112-4; effective 11/01/2022). While this proposal does not include the addition of a new surveillance technology as the use of ALPR has already been approved in the past, the Police Department recognizes that this proposal involves a significant expansion of the pre-existing technology. As such, staff has adhered to all requirements of the Privacy Protection Technology and Transparency Policy. This includes sharing a revised version of the Police Department’s Use Policy related to ALPR (previously reviewed by the City Council), a Surveillance Technology Impact Report, and this Staff Report. Unfortunately, the Privacy and Technology Advisory Commission has yet to be formed; therefore, our ALPR program’s expansion cannot be shared with the committee for feedback at this time. The department will present any additional proposals to significantly expand the ALPR program to the commission after it is formed. Measuring Effectiveness of the ALPR System Tracking specific data and quantifying data related to ALPR success stories or the number of cases ALPR technology helps to solve is highly complex. Simply put, ALPR data may help narrow or expedite an investigation by providing a resource to investigate the potential presence of related vehicles (or lack thereof) concerning the location and time of a specific crime. All ALPR data requires a trained investigator to evaluate, investigate, and confirm or refute if the data is connected to the crime. As a result, ALPR data does not solve crimes in and of itself. ALPR data alone is unlikely to be the sole reason for solving a crime. Page 271 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 14 In addition, ALPR data is one of many potential tools that our officers and investigators may utilize to help them identify vehicles of interest during a criminal investigation or to help eliminate a potential vehicle from suspicion. Tracking statistical data about specific success of any of these tools is not practical. About 25,000 crimes are reported to the Police Department each year. These crimes must be investigated, and the department maintains a small complement of sworn detectives. Investigations take dozens of hours of investigative work, and some take hundreds of hours. It is neither practical nor efficient for the investigative division to track quantitative data about each action, database search, or other investigative step in every case under investigation. This tracking would be incredibly time-consuming for each detective, who may have a simultaneous workload of 30-60 ongoing investigations representing countless victims in our community seeking justice. As a result, the Police Department does not make it a practice to track the types of minute details for many investigative processes for reasons of practicality. Although measuring the statistical effectiveness of this technology or other tools is impractical, the department does track and capture statistical data related to ALPR inquiries and usage, and date related to crimes and their investigations. Examples of Success Stories Associated with the ALPR Program The Department also tracks anecdotal information about specific success stories associated with the ALPR program. A small number of success stories are highlighted below.  Located an at-risk missing person using ALPR images that assisted detectives by providing real- time information about their whereabouts.  Made several arrests in a homicide investigation because an ALPR image provided detectives with a location frequented by the suspects.  Used the system to identify the suspect truck in a fatal hit and run.  Located a suspect in a countywide fraud and theft series when detectives noticed the same car was in the area every time crimes were committed. ALPR data allowed them to query vehicles in the area when the crimes occurred.  Located a fugitive child molestation suspect swapping cars frequently to avoid capture. A confidential tip about his new vehicle allowed detectives to use ALPR data to find frequent scanned locations. They waited for him nearby and made an arrest.  Detectives broke up a fentanyl smuggling ring using unsuspecting motorists. Provided with a vehicle description, using ALPR data, we were able to find a matching car and observe the suspects removing the fentanyl. Conclusion The Police Department anticipates that the acceptance of this grant, including the expansion of the pre- existing ALPR program, will have significant positive impacts on the overall number of vehicle thefts or vehicle accessory thefts in Chula Vista. The ALPR program has proven effective at increasing the solvability rate for criminal investigations, and the department seeks to improve solvability from the single-digit percentage rate currently to double-digit percentage rates in the future. Page 272 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 15 DECISION-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the 500-foot rule found in California Code of Regulations Title 2, section 18702.2(a)(11), is not applicable to this decision for purposes of determining a disqualifying real property-related financial conflict of interest under the Political Reform Act (Cal. Gov’t Code § 87100, et seq.). Staff is not independently aware and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT Approval of Resolution A accepts $3,037,986 in grant funds from the Board of State and Community Corrections for the Organized Retail Theft Grant Program and the addition of one Police Agent to the authorized staffing of the Police Department. As outlined in the chart below, there is an appropriation of $1,133,788 to the fiscal year 2023-24 budget. CATEGORY FY 23-24 FY 24-25 FY 25-26 FY 26-27 FY 27-28 44-MONTH TOTAL Agent Salaries and Benefits $140,074 $194,523 $204,248 $104,615 $643,460 Overtime $34,570 $69,140 $69,140 $34,570 $207,420 License Plate Reader Cameras & Subscription (Flock Group, Inc.) $472,500 $450,000 $450,000 $1,372,500 Integration into Existing Traffic Camera Software; Camera Installation Costs $124,500 $124,500 Auto Theft Steering Wheel Locks $8,758 $8,758 Education Flyers/Postcards $1,000 $1,000 High Heat Resistant Paint for Catalytic Converters $378 $756 $756 $378 $2,268 Local Evaluation Plan/Report (SANDAG) $24,000 $48,000 $48,000 $24,250 $144,250 Five (5) Detective Vehicles $250,000 $250,000 Western States Auto Theft Investigators Conference $2,550 $2,550 $2,550 $7,650 Indirect Costs (10%) $75,458 $79,647 $80,619 $40,456 $276,180 TOTAL BSCC FUNDING $1,133,788 $844,616 $855,313 $204,269 $0 $3,037,986 Fiscal Impact - Agent Salaries and Benefits after 12/1/2026 $109,845 $225,183 Specifically, there is a current-year appropriation of $174,644 to the personnel category, $633,686 to the supplies and services category, $75,458 to the other category and $250,000 to the capital category of the fiscal year 2023-24 Police Grants section of the State Grants Fund. The funding from the BSCC will completely offset these costs, resulting in no net fiscal impact to the General Fund. Page 273 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 P a g e | 16 ONGOING FISCAL IMPACT Because the grant period covers multiple fiscal years, subsequent budgets will include allocations as outlined in the chart above. Personnel costs for the Police Agent beyond the grant period (ending 12/1/2026) are contingent upon additional grant funding or available City funds. To retain this Agent position, the estimated fiscal impact is $109,845 in FY 2026-27, and $225,183 in FY 2027-28. ATTACHMENTS 1. Agreement with BSCC for Organized Retail Theft Grant Program 2. Agreement with San Diego Association of Governments (SANDAG) 3. Agreement with Flock Group, Inc. for Expanded ALPR System 4. Surveillance Technology Impact Report (STIR) 5. Chula Vista Police Department Draft Policy PDM 460 - Automated License Plate Readers (ALPRs) Staff Contact: Police Chief Roxana Kennedy Police Captain Miriam Foxx Page 274 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 v . 0 03 P a g e | 1 October 17, 2023 Item 8.1 – Revised 10/13/2023 ITEM TITLE Grant Award & Agreements: Accept and Appropriate Grant Funds and Approve Grant Agreement, Increase Police Staffing and Approve Agreements with SANDAG for Theft Prevention Grant Program and Flock Group for Automated License Plate Recognition Cameras Report Number: 23-0276 Location: No specific geographic location Department: Police Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Recommended Action Adopt resolutions: (A) Accepting $3,037,986 in grant funds from the California Board of State and Community Corrections for the Organized Retail Theft Prevention Grant Program, adding one Police Agent to the authorized staffing level of the Police Department, approving Agreement Number BSCC 1146-23 with the Board of State Community Corrections, and appropriating $1,133,788 to the fiscal year 2023-24 Police Grants Section of the State Grants Fund; (B) Approving an agreement with San Diego Association of Governments for the Organized Retail Theft Prevention Grant Program, and (C) Approving an agreement with Flock Group, Inc. for 150 fixed Automated License Plate Recognition cameras. (4/5 Vote Required) SUMMARY The Police Department received notice of a $3,037,986 award from the California Board of State and Community Corrections (“BSCC”) Organized Retail Theft Prevention Grant Program. With this grant funding, the Police Department will combat vehicle and vehicle accessory theft within the city and take a proactive approach to this issue that will include additional operational, investigative, and analytical personnel resources, and the enhancement of existing technologies to improve actionable evidence to prevent and deter thefts of vehicles and catalytic converters, including the acquisition and installation of 150 fixed automated license plate recognition cameras. Page 275 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 2 ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the environment; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus, no environmental review is required. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION On September 13, 2023, the Police Department received notice of a $3,037,986 award from the California Board of State and Community Corrections (“BSCC”) Organized Retail Theft Prevention Grant Program. The Organized Retail Theft Prevention Grant Program was established via Senate Bill 154 (SB 154) (Chapter 43, Statutes of 2022). Organized Retail Theft Prevention Grant Program funds are to support local law enforcement agencies in preventing and responding to organized retail theft, motor vehicle or motor vehicle accessory theft, or cargo theft. Each year, the City of Chula Vista experiences a high rate of vehicle theft and theft of vehicle accessories. Since 2018, there have been 4,224 vehicle thefts, an average of 768 per year. Vehicle thefts have increased by 28.5% in 2022 compared to the last three years. Between 2018-2022, there was an average increase of 8.5% in vehicle theft each year. In addition, only a small number of auto thefts result in arrests. In the past five years, only 373 arrests have been made for the 4,224 vehicle thefts that have occurred, resulting in a clearance rate of 8.8%. In other words, more than 91% of vehicle thefts go without an offender being arrested or held accountable for their actions. Vehicle accessory thefts, including catalytic converters, have also been an ongoing issue in the city. Precious metals inside the catalytic converters are expensive, making catalytic converters lucrative for thieves to steal. Since 2020, there have been 666 cases of vehicle accessory theft. These thefts have been steadily increasing since 2020. More specifically, over a three-year period between 2020 and 2023, there was a 42% increase in cases of vehicle accessory theft in Chula Vista. Unfortunately, the clearance rate for arrests of catalytic converter thieves is almost non-existent, due to the lack of evidence to identify suspects. The problem of vehicle theft and catalytic converter theft has a significant impact on the City of Chula Vista. With grant funding, the Police Department will be able to help locate stolen vehicles and, arrest vehicle theft suspects to reduce victimization among the residents of Chula Vista. The Police Department’s proposed strategy is both proactive and reactive. The Police Department’s plan includes additional operational, investigative, and analytical resources, while simultaneously enhancing existing technologies to improve actionable evidence that helps identify and apprehend criminal suspects and deters vehicle thefts or thefts of catalytic converters. Page 276 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 3 The grant covers the 38-month project period of October 1, 2023 to December 1, 2026. When the project activity period ends on December 1, 2026, there will be a 6-month period of January 1, 2027 to June 1, 2027 for completion of the Final Local Evaluation Report (conducted by SANDAG). The Grant documents were due by September 28, 2023. The Chula Vista Police Department requested and received an extension to allow time for City Council presentation, review, and approval process of the grant agreement and other related documents. The State has indicated they are on a tight timeline. The State needs the required documents as soon as possible before we can fully execute the contract allowing the city to receive any reimbursement for grant expenditures. The grant officially started on October 1, so we are in the first quarter of required reporting periods. Resources for Operations, Investigations, and Analysis Funding from BSCC has been granted to fund a Police Agent as a dedicated vehicle theft investigator, to oversee the Police Department’s Automated License Plate Recognition (ALPR) program, and to help oversee the grant itself. Funding has also been granted for overtime for police operations intended to curtail vehicle thefts and apprehend theft suspects, for prevention materials and tools such as steering wheel locks and specialized paint to mark catalytic converters, for educational and community outreach materials, for enhanced training for investigators, and for increased flexibility through the acquisition of five detective vehicles. The BSCC is also providing funding to acquire contractual services with SANDAG to perform grant program evaluation and analysis. Enhancing Existing Technologies Additionally, funding from BSCC grant expands the current Police Department ALPR program. The Police Department currently deploys four mobile ALPR cameras, which are affixed to patrol vehicles. With this grant funding, 150 fixed ALPR cameras will be strategically installed in key intersections and thoroughfares likely to be traversed by criminal suspects during or immediately after committing a crime. The expanded use of ALPR cameras will have a significant positive impact on both vehicle theft and vehicle accessory theft by providing information to solve vehicle theft cases, while simultaneously having a positive impact on the investigation of many other crimes committed in Chula Vista. The Police Department intends to promote community safety, solve crime, reduce crime and be transparent with the community about the expanded use of this technology. About Automated License Plate Recognition ALPR technology originated in the United Kingdom in the mid-1970s and has been widely used by law enforcement worldwide since 20011. A January 2012 Police Executive Research Forum (PERF) Technology Summit in Washington D.C.2, showed 71% of surveyed police departments in the United States employed 1 Cohen, I. M., Plecas, D., & McCormick, A. V. (2007). A Report on the Utility of the Automated License Plate Recognition System in British Columbia. Retrieved from http://cebcp.org/wp- content/lpr/BritishColumbiaLPRreport.pdf 2 Police Executive Research Forum (2012). Critical Issues in Policing Series: “How Are Innovations in Technology Transforming Policing?” Retrieved from https://www.policeforum.org/assets/docs/Critical_Issues_Series/how%20are%20innovations%20in%20technology %20transforming%20policing%202012.pdf Page 277 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 4 ALPR systems to some extent and 85% planned to acquire or expand their use of ALPR systems in the next five years. Most law enforcement agencies in San Diego County now use ALPR systems in some capacity. In recent years, many municipalities in San Diego County have expanded their ALPR programs to include fixed ALPR systems and have publicized numerous success stories attributed to the use of ALPR technology. Today, ALPR systems have become commonplace because they are an effective strategy to deter criminals who would victimize our community, and to apprehend criminal offenders. The use of ALPR systems have become a standard and expected practice in police investigations throughout the region and the nation. Use of Automated License Place Recognition Systems in San Diego County * Pending Use of Automated License Place Recognition Systems in San Diego County City/District/Agency Fixed Mobile Carlsbad 128 24 Chula Vista 150* 4 Coronado 9 0 Del Mar** 5 0 El Cajon 40 4 Encinitas** 7 0 Escondido 20* 4 Imperial Beach ** 0 0 La Mesa 20* 4 Lemon Grove** 0 0 National City 96* 0 Oceanside 10 0 Port of San Diego 5 0 Poway** 0 0 Page 278 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 5 San Diego City 500* 27 San Diego County Sheriff Office (SDSO) 0 39 San Marcos** 0 0 Santee** 0 0 Solana Beach** 8 0 University of San Diego Public Safety 0 4 Vista** 0 0 * Pending and in the process of procuring ALPR systems. ** City contracts services with the San Digo County Sheriff Office. At any given moment, mobile units from SDSO could be present. ALPR systems involve the use of digital camera systems paired with sof tware to identify license plate numbers. ALPR systems function by automatically taking a photographic image of a vehicle’s license plate and transforming that image into alphanumeric characters using optical character recognition or similar software. The images often include the license plate as well as enough of the car to allow for identification of the make and model. The images and data about the license plate number and geolocation of the image are stored in the ALPR system for a pre-determined period of time, after which the images and data are automatically purged from the system. No personal identifying information is generated or stored in the ALPR system. Below is an example of what an ALPR image often looks like. History of the Chula Vista Police Department ALPR Program and Related Technologies  On October 9, 2007, the City Council approved a Police Department proposal to fund the purchase of ALPR camera systems. The proposal included the purchase of camera systems mounted to three marked, routine police vehicles used by uniformed patrol officers.  On February 1, 2011, the City Council approved a Police Department proposal to fund the purchase of a fourth ALPR camera system.  In 2017, due to vendor issues and aging equipment, the department switched ALPR vendors from 3M/PIPS to Vigilant Solutions, which included a subscription to the Vigilant ALPR database, also known as the Law Enforcement Archival Reporting Network (LEARN). Vigilant’s LEARN service provides the subscribing law enforcement agency with the right to grant other authorized entities the limited ability to search that agency’s ALPR data (sometimes known as “data sharing”). The LEARN service also provides entities with the capability of creating proactive alerts (sometimes Page 279 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 6 known as “hot list” notifications) for wanted vehicles, should a wanted license plate be scanned by a subscribing ALPR system.  On April 9, 2020, the ACLU submitted a Public Records Act request regarding the Department’s subscription to Vigilant’s LEARN database. The Department researched its Vigilant ALPR system and provided the list of Vigilant LEARN agencies the Department both shared and received data from. Included on the list of agencies were Immigration and Customs Enforcement (ICE) and the United States Border Patrol (USBP). Although the Department’s perspective was focused on solving and preventing crime in the interest of community safety, the Department simultaneously consulted with the City Attorney’s office to ensure legal compliance with the California Values Act of 2018 (SB54). Because ALPR data did not include Personally Identifiable Information (PII), nor did it contain any immigration-related information, the City Attorney’s office concluded that the ALPR program and related data sharing was not in violation of SB54.  By December 8, 2020, published media reports suggested the Police Department’s ALPR system violated both SB54 and 2015 California State Senate Bill 34, which required law enforcement agencies to seek public input and City Council approval prior to starting or operating an ALPR system. The City Council requested a Staff Report on the Police Department’s ALPR program.  Between March 23, 2021 and April 20, 2021, the Police Department provided two reports to the City Council and held a public forum related to its ALPR system. At the conclusion of the April 20th meeting, the City Council unanimously reauthorized the ALPR program, directed staff to organize listening sessions throughout the City, and directed staff to evaluate the feasibility of establishing a group for oversight of the ALPR program.  Between April 20, 2021 and April 25, 2022, a City steering committee was created to develop a community task force focused on providing advice related to the City’s use of technology and privacy.  On January 18, 2022, the City Council directed staff to develop a privacy protection and technology transparency policy and engaged a consultant to provide support for the development of the policy.  In April 2022, the City Manager appointed 12 individuals to the Chula Vista Technology and Privacy Advisory Task Force, consisting of Chula Vista residents and subject matter experts who were charged with assisting with the development of comprehensive policy recommendations on technology and privacy issues.  Between April 25, 2022 and September 26, 2022 the newly-formed Technology and Privacy Advisory Task Force held a series of public meetings, town-hall meetings, educational sessions of city technologies, and tours of various city departments. The task force ultimately adopted a final set of recommendations for the City Manager to consider in the development of a citywide policy. The majority of the recommendations were incorporated into a proposed policy governing privacy protection and technology transparency. Page 280 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 7  On November 1, 2022 the City Council adopted Policy 112-04, Privacy Protection and Technology Transparency Policy. The policy defined different types of city technology and classified them into three groups: Surveillance Technology (technology designed or primarily intended for the purpose of surveillance), Sensitive Technology (technology that generates or collects sensitive personal information but is not designed or intended to be used for surveillance), and General Technology (any other type of technology). The policy also provided direction for enhanced controls and oversight for Sensitive Technologies and Surveillance Technologies. Among other things, the Privacy Protection and Technology Transparency policy outlines that new Surveillance Technologies require a Use Policy (to regulate use of the technology) and Surveillance Technology Impact Report (to evaluate impacts of the technology), submitted for input to a Privacy Protection and Technology Advisory Commission, prior to acquisition of new technology.  On July 25, 2023 the City Council adopted Ordinance 3553, creating a Privacy Protection and Technology Advisory Commission.  As of the date of this report, the City of Chula Vista is currently accepting applications for a Privacy Protection and Technology Advisory Commission, but the Commission has yet to be established. Current Police Department ALPR System: Currently, the Police Department operates a maximum of four marked patrol cars equipped with ALPR camera systems that operate while the vehicles are in use. Patrol cars are assigned to patrol officers on an available basis and are not assigned based on geography. Due to shift overlaps, patrol cars may not be used on some shifts (e.g.. a day shift officer drives one, making it unavailable for the next shift, but available for an officer on the overnight shift to drive). The department’s ALPR system has two primary functions. First, while the ALPR-equipped car is in use, the system compares license plate numbers to one or more existing databases of vehicles of interest to law enforcement agencies and alerts the officer operating an ALPR-equipped car when a vehicle of interest has been observed. This process typically occurs within seconds. At this point, the “automated” part of the process ends and officers must then independently validate that the ALPR system has accurately interpreted the license plate, validate that the license plate matches the vehicle of interest, verify that the alert is valid (e.g., not expired or otherwise deemed invalid), and make an informed decision as to what action to take, if any. An alert alone does not justify a traffic stop or detention. The officer must conduct these verification steps prior to any enforcement action. The second function is the ability for officers to manually search the database for a specific vehicle related to an official investigation (crimes, missing persons etc.). The department currently subscribes to Vigilant Solutions, which provides data storage for CVPD ALPR images and allows officers to search for images from the department’s images, those collected by other law enforcement agencies, and those from commercial entities that are willingly shared with law enforcement. Commercial systems are widely used by non-public entities such as shopping malls, apartment complexes, home-owners associations, amusement parks, and parking garages. Commercial systems greatly outnumber law enforcement systems. Page 281 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 8 This manual search function is the part of the system that is most invaluable to the department as it used in almost every investigation conducted. There are hundreds of instances where cases would not be solved without the use of the ALPR system. Regulations surrounding the use and auditing of the Department’s ALPR systems are governed by Chula Vista Police Department Policy § 460. The policy, publicly available on the Department’s webpage, outlines specific requirements for access, administration, operation, data sharing, retention, and measures for accountability. Proposed Expansion of Police Department ALPR System: Funding from BSCC has been granted to expand the Department’s ALPR program to add 150 fixed-location ALPR cameras. Unlike mobile ALPR cameras, fixed ALPR systems cannot be readily moved throughout the City to drive through crime scenes or areas with an increased risk of crimes such as shopping malls. Mobile ALPR systems are sometimes operated in an area where a significant crime has occurred, and potentially help detectives to identify vehicles associated with suspects. Fixed ALPR cameras can support interdiction of crimes in-progress when users are logged into the system and can receive real time alerts. In mobile systems, an officer driving an ALPR-equipped patrol vehicle can be immediately alerted to a potential criminal offense or criminal offender, allowing the officer to take immediate action to investigate the alert and potentially stop a crime in progress, locate a missing person, or identify a wanted vehicle. On the other hand, fixed ALPR cameras can be mounted on traffic lights and poles in major thoroughfares, points of ingress or egress into or out of the city limits and positioned in areas with high traffic density. Since criminal offenders are not bound to stay within a particular location within the city, or even within the city limits, a fixed ALPR camera’s ability to capture images from key locations 24 hours a day provides detectives with significantly improved capability to identify and locate vehicles involved in crimes that have victimized members of our community. Oversight of the ALPR System The ALPR program is overseen by a Police Captain, who manages a designated Police Lieutenant and a Police Sergeant. The team oversees the ALPR system with the support of an IT Manager. In accordance with the BSCC grant, the Police Department intends to add a new Police Agent to assist the team with oversight, training, and auditing of the ALPR system. Access and Security of the ALPR System The department will continue to restrict access to the ALPR system to limited employees and positions that need access to ALPR data to conduct their official duties. Examples include sworn personnel, police dispatchers, crime analysts, and other similar positions. Employees are required to receive a minimum of two-hours of training before accessing the system. All access to the ALPR system is regulated not only by departmental policies that restrict its use, but also by federal and state laws. The ALPR system is compliant with Criminal Justice Information Services (“CJIS”), which requires the Police Department to safeguard the civil liberties of individuals and businesses, and to shield private and sensitive information. Page 282 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 9 CJIS compliance is central to all of the Police Department’s sensitive information sources, including the ALPR system. Under CJIS regulations, a user is required to demonstrate that they have the right to access the data, and that they have a bona fide reason to access the data. This requirement is sometimes referred to as the need-to-know/right-to-know standard. In other words, whenever a user accesses the ALPR system, they must first attribute the inquiry to a specific police investigation. This attribute, the reason that the user accesses the system, is required and is logged in the system for future auditing. System access logs can be audited by a system administrator or department manager to assure compliance with regulations and that each inquiry meets the need-to-know/right-to-know standard. By law, the Police Department is required to conduct audits of the system’s usage, and currently audits the system quarterly. Federal authorities also conduct periodic audits of the Police Department’s CJIS systems to ensure compliance with security laws, database access limitations, and training requirements. Ownership and Protection of ALPR Data Under the terms of the agreement for an expanded ALPR system, all ALPR data, including but not limited to license plate data, images, geospatial data, user data, logging data, and system management data is owned and controlled exclusively by the City of Chula Vista. ALPR data shall not be sold for any reason, and shall not be shared without the permission of the City, unless required by law. ALPR data is stored on servers residing in the United States, is encrypted end to end, and systems are protected against compromise. In the sixteen years that the Police Department has operated an ALPR system there have been no reports of a data breach. Retention of ALPR Data Since 2021, the Police Department’s ALPR system retained photographs and data for a period of one year, after which the information was automatically purged from the system. With the proposed expansion of the ALPR program, the Police Department intends to reduce the retention period to thirty (30) days across all ALPR platforms. This retention period gives the department a reasonable amount of time to conduct an inquiry during the early phases of a police investigation, while helping reduce risks to the individual liberties and privacy of our community. As a matter of standard investigative practice, specific ALPR data that is determined to be evidence in a police investigation (such as a record and photograph of a suspect vehicle) is migrated to the Police Department’s pre-existing digital evidence management system. ALPR data is automatically purged from the ALPR system after the 30-day retention period. Data Sharing of ALPR Data Since 2017, the Police Department has authorized specific law enforcement agencies limited access to search its ALPR data. The authorization is sometimes broadly referred to as “data sharing.” Data sharing does not transmit nor provide wholesale ALPR data to any agency, nor does it provide any agency with direct or comprehensive access to the Police Department’s ALPR data. Instead, the phrase “data sharing” in the context of the Police Department’s ALPR system refers to the capability that an authorized law enforcement agency’s ALPR system may, during the course of conducting a search of their own ALPR data during an investigation, Page 283 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 10 simultaneously search the ALPR data of any other agency that has permitted it. In other words, one jurisdiction is searching for a suspect’s vehicle in its ALPR system, can also search for the vehicle in other jurisdictions that have so authorized it. Actual ALPR data (such as the license plate or photograph) is only shared between agencies when there is a “hit” to an active search. Other law enforcement agencies may similarly authorize sharing their data with the department, allowing investigations in Chula Vista to find suspect vehicles that have fled the city. Data sharing authorizations are crucial since crime is not limited to the city limits, and criminal offenders commonly traverse city and county jurisdictions in the process of committing criminal acts. Sharing information with other vetted law enforcement agencies is essential to solve crime. Suspects move about the community and look for opportunities to perpetrate crime, especially regarding auto theft or auto accessory theft. By sharing and receiving ALPR data, agencies can leverage each other’s data to solve more cases quickly, potentially reducing the number of victims and thus driving crime rates down, making communities safer as a byproduct. Each agency’s access and use of ALPR data is still governed by CJIS and by state laws, helping protect individual rights to liberty and privacy. Since 2021, the Police Department has limited ALPR data sharing to only those agencies located within the State of California, who are all governed by SB 54 and other state requirements. The list of agencies with whom the department has authorized to share data is maintained on the Police Department’s website and is updated quarterly. The Chula Vista Police Department does not permit the sharing of ALPR data gathered by the City or its contractors/subcontractors for purpose of federal immigration enforcement, pursuant to California Values Act (Government Code § 7282.5; Government Code § 7284.2 et seq) – these federal immigration agencies include Immigrations and Customs Enforcement (ICE) and Customs and Border Patrol (CBP). Strategic Deployment of Fixed ALPR Cameras The Police Department has had sixteen years of experience using ALPR technology to bolster and support police investigations and identify suspects in criminal investigations, with the primary goal of protecting the community, solving crime, and holding offenders accountable. Within the region, the use of ALPR systems has become commonplace, and a standard practice in effective criminal investigations. The addition of 150 fixed ALPR cameras will significantly improve the department’s capacity to keep the community safe. The number of fixed ALPR cameras is consistent with many other jurisdictions in the San Diego region. ALPR Cameras per Square Mile in San Diego County Page 284 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 11 ALPR Cameras per Square Mile in San Diego County City/ District Square Miles # of ALPR Cameras per sq. mi. Carlsbad 39.1 3.27 Chula Vista 52 2.88 Coronado 7.9 1.13 Del Mar 1.7 2.94 El Cajon 14.4 2.77 Encinitas 20 0.35 Escondido 37 0.54 La Mesa 9.1 2.19 National City 9.1 10.55 Oceanside 42.2 0.24 Port of San Diego 3.75 1.33 San Diego 325.19 1.54 Solana Beach 3.5 2.28 Each fixed ALPR camera will be strategically installed in key intersections and thoroughfares likely to be traversed by criminal suspects during or immediately after committing a crime, Below is a visual representation of a proposed deployment strategy for fixed ALPR cameras throughout the city. Proposed Location of Fixed ALPR Cameras Page 285 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 12 Proposed Location of Fixed ALPR Cameras The proposed location of each fixed ALPR camera was carefully chosen based on a number of factors, including but not limited to rates of traffic density on city roadways, locations of ingress and egress points to and from the city limits, geographic land features, population densities throughout the city, key areas and Page 286 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 13 hotspots from auto theft crimes and catalytic converter thefts, and more. Key consideration was also given to ensuring appropriate and equitable distribution of systems to maximize effectiveness while minimizing inequitable impacts on micro communities. The following diagram and table provide population density statistics and were analyzed in developing the proposed location for fixed ALPR cameras. Population Density and Number of ALPR Cameras by City Council District City Council District Population Density (per sq. mi.) Proposed Number of Fixed ALPR Cameras 1 3,969 23 2 7,509 49 3 4,517 22 4 7,903 56 Below are visual representations of population density by census tract and areas where vehicle and vehicle accessory theft occur most in the city and a map depicting ALPR placement and vehicle theft/vehicle accessory theft. Hotspots for Auto Theft and Theft of Vehicle Accessories Page 287 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 14 Hotspots Compared to Proposed Location of Fixed ALPR Cameras Hotspots Compared to Proposed Location of Fixed ALPR Cameras Page 288 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 15 Expanded ALPR System Provider The Police Department has conducted extensive research regarding the installation of fixed ALPR cameras at street intersections and on roadways, and proposes using the ALPR solution from Flock Group, Inc. Flock pairs license plate and state recognition with other vehicle attributes such as color, type, make and objects (roof rack, bumper stickers, etc.) based on image analytics (not car registration data). Flock is the only ALPR provider that offers a “Visual Search” feature, which allows investigators to search ALPR data not only by license plate number but also by vehicle description and attributes such as make, model, color and more. Flock positions cameras to capture images of the rear of vehicles to provide license plate data and the vehicle’s color and make while reducing the chance of accidentally capturing the faces of drivers or passengers. This supports the ethical use of the system in that it does not have a filter for people, no facial recognition component, no traffic enforcement, or indiscriminate evidence. Additionally, Flock is the only ALPR provider to interface with the Police Department's pre-existing digital evidence management system, Evidence.com, simplifying the process for investigators that need to save evidence for later prosecution. The Flock system enables neighborhoods, schools, businesses, and law enforcement to work together across an entire city to solve and prevent crime. The Flock platform can alert law enforcement when a wanted or stolen vehicle license plate is recognized by a camera. At the same time, the Flock platform includes a public transparency portal helping maintain public trust without compromising transparency or human privacy. The agreement with Flock Group, Inc. satisfies requirements for a single source contract. The agreement was negotiated based on Flock’s demonstrated competence and qualifications for the services provided, pursuant to Chula Vista Municipal Code section 2.56.110(A)(1). In order to procure these services, Flock Group, Inc. was chosen based on their unique knowledge, skills, and abilities not available from other sources. In accordance with Chula Vista Municipal Code sections 2.56.110(H)(3) and 2.56.070(B)(4), award of this contract to Flock is not subject to competitive bidding requirements. Adherence to Privacy Protection and Transparency Policy ALPR technology is defined as Surveillance Technology by the City’s Privacy Protection Technology and Transparency Policy (112-4; effective 11/01/2022). While this proposal does not include the addition of a new surveillance technology as the use of ALPR has already been approved in the past, the Police Department recognizes that this proposal involves a significant expansion of the pre-existing technology. As such, staff has adhered to all requirements of the Privacy Protection Technology and Transparency Policy. This includes sharing a revised version of the Police Department’s Use Policy related to ALPR (previously reviewed by the City Council), a Surveillance Technology Impact Report, and this Staff Report. Unfortunately, the Privacy and Technology Advisory Commission has yet to be formed; therefore, our ALPR program’s expansion cannot be shared with the committee for feedback at this time. The department will present any additional proposals to significantly expand the ALPR program to the commission after it is formed. Measuring Effectiveness of the ALPR System Tracking specific data and quantifying data related to ALPR success stories or the number of cases ALPR technology helps to solve is highly complex. Simply put, ALPR data may help narrow or expedite an investigation by providing a resource to investigate the potential presence of related vehicles (or lack thereof) concerning the location and time of a specific crime. All ALPR data requires a trained investigator to evaluate, investigate, and confirm or refute if the data is connected to the crime. As a result, ALPR data does not solve crimes in and of itself. ALPR data alone is unlikely to be the sole reason for solving a crime. Page 289 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 16 In addition, ALPR data is one of many potential tools that our officers and investigators may utilize to help them identify vehicles of interest during a criminal investigation or to help eliminate a potential vehicle from suspicion. Tracking statistical data about specific success of any of these tools is not practical. About 25,000 crimes are reported to the Police Department each year. These crimes must be investigated, and the department maintains a small complement of sworn detectives. Investigations take dozens of hours of investigative work, and some take hundreds of hours. It is neither practical nor efficient for the investigative division to track quantitative data about each action, database search, or other investigative step in every case under investigation. This tracking would be incredibly time-consuming for each detective, who may have a simultaneous workload of 30-60 ongoing investigations representing countless victims in our community seeking justice. As a result, the Police Department does not make it a practice to track the types of minute details for many investigative processes for reasons of practicality. Although measuring the statistical effectiveness of this technology or other tools is impractical, the department does track and capture statistical data related to ALPR inquiries and usage, and date related to crimes and their investigations. Examples of Success Stories Associated with the ALPR Program The Department also tracks anecdotal information about specific success stories associated with the ALPR program. A small number of success stories are highlighted below.  Located an at-risk missing person using ALPR images that assisted detectives by providing real- time information about their whereabouts.  Made several arrests in a homicide investigation because an ALPR image provided detectives with a location frequented by the suspects.  Used the system to identify the suspect truck in a fatal hit and run.  Located a suspect in a countywide fraud and theft series when detectives noticed the same car was in the area every time crimes were committed. ALPR data allowed them to query vehicles in the area when the crimes occurred.  Located a fugitive child molestation suspect swapping cars frequently to avoid capture. A confidential tip about his new vehicle allowed detectives to use ALPR data to find frequent scanned locations. They waited for him nearby and made an arrest.  Detectives broke up a fentanyl smuggling ring using unsuspecting motorists. Provided with a vehicle description, using ALPR data, we were able to find a matching car and observe the suspects removing the fentanyl. Conclusion The Police Department anticipates that the acceptance of this grant, including the expansion of the pre- existing ALPR program, will have significant positive impacts on the overall number of vehicle thefts or vehicle accessory thefts in Chula Vista. The ALPR program has proven effective at increasing the solvability rate for criminal investigations, and the department seeks to improve solvability from the single-digit percentage rate currently to double-digit percentage rates in the future. Page 290 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 17 DECISION-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the 500-foot rule found in California Code of Regulations Title 2, section 18702.2(a)(11), is not applicable to this decision for purposes of determining a disqualifying real property-related financial conflict of interest under the Political Reform Act (Cal. Gov’t Code § 87100, et seq.). Staff is not independently aware and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT Approval of Resolution A accepts $3,037,986 in grant funds from the Board of State and Community Corrections for the Organized Retail Theft Grant Program and the addition of one Police Agent to the authorized staffing of the Police Department. As outlined in the chart below, there is an appropriation of $1,133,788 to the fiscal year 2023-24 budget. CATEGORY FY 23-24 FY 24-25 FY 25-26 FY 26-27 FY 27-28 44-MONTH TOTAL Agent Salaries and Benefits $140,074 $194,523 $204,248 $104,615 $643,460 Overtime $34,570 $69,140 $69,140 $34,570 $207,420 License Plate Reader Cameras & Subscription (Flock Group, Inc.) $472,500 $450,000 $450,000 $1,372,500 Integration into Existing Traffic Camera Software; Camera Installation Costs $124,500 $124,500 Auto Theft Steering Wheel Locks $8,758 $8,758 Education Flyers/Postcards $1,000 $1,000 High Heat Resistant Paint for Catalytic Converters $378 $756 $756 $378 $2,268 Local Evaluation Plan/Report (SANDAG) $24,000 $48,000 $48,000 $24,250 $144,250 Five (5) Detective Vehicles $250,000 $250,000 Western States Auto Theft Investigators Conference $2,550 $2,550 $2,550 $7,650 Indirect Costs (10%) $75,458 $79,647 $80,619 $40,456 $276,180 TOTAL BSCC FUNDING $1,133,788 $844,616 $855,313 $204,269 $0 $3,037,986 Fiscal Impact - Agent Salaries and Benefits after 12/1/2026 $109,845 $225,183 Specifically, there is a current-year appropriation of $174,644 to the personnel category, $633,686 to the supplies and services category, $75,458 to the other category and $250,000 to the capital category of the fiscal year 2023-24 Police Grants section of the State Grants Fund. The funding from the BSCC will completely offset these costs, resulting in no net fiscal impact to the General Fund. Page 291 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41721004.1 Item 8.1 – Revised 10/13/2023 P a g e | 18 ONGOING FISCAL IMPACT Because the grant period covers multiple fiscal years, subsequent budgets will include allocations as outlined in the chart above. Personnel costs for the Police Agent beyond the grant period (ending 12/1/2026) are contingent upon additional grant funding or available City funds. To retain this Agent position, the estimated fiscal impact is $109,845 in FY 2026-27, and $225,183 in FY 2027-28. ATTACHMENTS 1. Agreement with BSCC for Organized Retail Theft Grant Program 2. Agreement with San Diego Association of Governments (SANDAG) 3. Agreement with Flock Group, Inc. for Expanded ALPR System 4. Surveillance Technology Impact Report (STIR) 5. Chula Vista Police Department Draft Policy PDM 460 - Automated License Plate Readers (ALPRs) Staff Contact: Police Chief Roxana Kennedy Police Captain Miriam Foxx Page 292 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda v . 0 03 P a g e | 1 October 17, 2023 File ID: 23-0276 ERRATA SHEET Replace the Staff Report with attached Revised Staff Report. Updated Table Titled “Use of Automated License Place Recognition Systems in San Diego County” Updated to reflect removal of unincorporated cities as they are covered by the San Diego County Sheriff Office (SDSO), addition of a footnote identifying SDSO contract cities and to ensure reader accessibility. Updated Table Titled “ALPR Cameras per Square Mile in San Diego County” Updated table to ensure reader accessibility. Updated Map Titled “Proposed Location of Fixed ALPR Cameras” Updated map to include a legend and consolidation of Ingress/Egress location categories. Updated Map Titled “Hotspots Compared to Proposed Location of Fixed ALPR Cameras” Updated map per above and to include a legend. Replace Attachment 4 STIR- ALPR with attached Revised STIR- ALPR Updated Table Titled “Use of Automated License Place Recognition Systems in San Diego County” Updated to reflect removal of unincorporated cities as they are covered by the San Diego County Sheriff Office (SDSO), addition of a footnote identifying SDSO contract cities and to ensure reader accessibility. Staff Contact: Police Chief Roxanna Kennedy, Police Captain Miriam Foxx Page 293 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING A GRANT FROM THE BOARD OF STATE AND COMMUNITY CORRECTIONS, ADDING ONE POLICE AGENT TO THE AUTHORIZED STAFFING LEVEL OF THE POLICE DEPARTMENT, AND APPROPRIATING FUNDS THEREFOR WHEREAS, the City of Chula Vista desires to participate in the Organized Retail Theft Prevention Grant Program funded through the State Budget Act and administered by the Board of State and Community Corrections (“BSCC”); and WHEREAS, on September 13, 2023, the Police Department received notice from BSCC of a $3,037,986 competitive award of Organized Retail Theft Prevention grant (“Grant”) for funds to be used to prevent and respond to organized retail theft, motor vehicle or motor vehicle accessory theft, or cargo theft; and WHEREAS, the Grant funds received hereunder shall not be used to supplant expenditures controlled by the City Council and will add one Police Agent to the authorized staffing level of the Police Department; and WHEREAS, the Grant cycle for the City’s proposed project is the 38-month project period of October 1, 2023 to December 1, 2026, along with the six-month period of January 1, 2027 to June 1, 2027 to complete a Final Local Evaluation Report. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it approves the State of California Standard Agreement # BSCC 1146-23, between the City and California Board of State and Community Corrections, in the form presented, with such minor modifications as may be required or approved by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and authorizes and directs the Chief of Police to execute same. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it accepts $3,037,986 from the Board of State and Community Corrections, adds one Police Agent to the authorized staffing level of the Police Department, and appropriates $1,133,788 to the Police Grants section of the State Grants Fund ($174,644 to the personnel category, $633,686 to the supplies and services category, $75,458 to the other category and $250,000 to the capital category) in Fiscal Year 2023-24, for the Organized Retail Theft Prevention Grant Program, to be offset by grant revenue. Page 294 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. Page 2 Presented by Approved as to form by Roxana Kennedy Jill D.S. Maland Chief of Police Lounsbery Ferguson Altona & Peak Acting City Attorney Page 295 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT WITH THE SAN DIEGO ASSOCIATION OF GOVERNMENTS FOR THE ORGANIZED RETAIL THEFT PREVENTION GRANT PROGRAM WHEREAS, the City of Chula Vista desires to participate in the Organized Retail Theft Prevention Grant Program funded through the State Budget Act and administered by the Board of State and Community Corrections (“BSCC”); and WHEREAS, on September 13, 2023, the Police Department received notice from BSCC of a $3,037,986 competitive award of Organized Retail Theft Prevention grant (“Grant”) for funds to be used to prevent and respond to organized retail theft, motor vehicle or motor vehicle accessory theft, or cargo theft; and WHEREAS, San Diego Association of Governments (SANDAG) will provide monitoring and quality control services to assess the achievement of proposed goals of the program; and WHEREAS, the Grant cycle for the City’s proposed project is the 38-month period of October 1, 2023 to December 1, 2026, along with the six-month period of January 1, 2027 to June 1, 2027 to complete a Final Local Evaluation Report. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it approves the Agreement to provide Program Evaluation Services for the Organized Retail Theft Prevention Grant Program between the City and San Diego Association of Governments, in the form presented, with such minor modifications as may be required or approved by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and authorizes and directs the Mayor to execute same. Presented by Roxana Kennedy Chief of Police Approved as to form by Jill D.S. Maland Lounsbery Ferguson Altona & Peak Acting City Attorney Page 296 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA WAIVING THE COMPETITIVE FORMAL BID REQUIREMENT AND APPROVING AN AGREEMENT WITH FLOCK GROUP, INC. FOR LICENSE PLATE RECOGNITION HARDWARE AND SOFTWARE FOR THE ORGANIZED RETAIL THEFT PREVENTION GRANT PROGRAM WHEREAS, the City of Chula Vista desires to participate in the Organized Retail Theft Prevention Grant Program funded through the State Budget Act and administered by the Board of State and Community Corrections (“BSCC”); and WHEREAS, on September 13, 2023, the Police Department received notice from BSCC of a $3,037,986 competitive award of Organized Retail Theft Prevention grant (“Grant”) for funds to be used to prevent and respond to organized retail theft, motor vehicle or motor vehicle accessory theft, or cargo theft; and WHEREAS, the Police Department has conducted extensive research regarding the installation of License Plate Recognition (LPR) cameras at street intersections and recommends using the LPR cameras and solution from Flock Group, Inc.; and WHEREAS, the agreement with Flock Group Inc. was negotiated on the basis of their demonstrated competence and qualifications for the services to be provided, pursuant to Chula Vista Municipal Code section 2.56.110 (A) (1); and WHEREAS, due to the unique performance capabilities of Flock Group Inc., the Purchasing Agent has determined, in their discretion, that the contract with Flock Group, Inc. is not subject to competitive bidding requirements in accordance with Chula Vista Municipal Code sections 3.56.110(H)(3) and 2.56.070(B)(4) single/sole source; and WHEREAS, staff recommends entering into an agreement with Flock Group Inc. for an initial term of three (3) years, with an option to extend for two (2) years, with the first-year fee of $472,500 and annual recurring fee of $450,000, for a total of $1,372,500 for the initial term; and WHEREAS, the Grant cycle for the City’s proposed project is the 38-month period of October 1, 2023 to December 1, 2026, along with the six-month period of January 1, 2027 to June 1, 2027 to complete a Final Local Evaluation Report; and WHEREAS, it is anticipated that the funds from the Organized Retail Theft Prevention grant will sufficiently cover the agreement’s initial term of three (3) years . Once the grant period has expired, funding for the optional extension ($450,000 per year) will be considered as part of the annual budget process. Page 297 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Resolution No. Page 2 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it approves the agreement between the City and Flock Group Inc., to provide License Plate Recognition hardware and software products for the Organized Retail Theft Prevention Grant Program, in the form presented, with such minor modifications as may be required or approved by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk , and authorizes and directs the Mayor to execute same. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it authorizes the City Manager or Purchasing Agent to execute the optional two-year extension of the agreement. Presented by Approved as to form by Roxana Kennedy Jill D.S. Maland Chief of Police Lounsbery Ferguson Altona & Peak Acting City Attorney Page 298 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda STATE OF CALIFORNIA DEPARTMENT OF GENERAL SERVICES SCO ID:5227-BSCC- 1146-23 STANDARD AGREEMENT AGREEMENT NUMBER PURCHASING AUTHORITY NUMBER (If Applicable) STD 213 (Rev 03/2019) BSCC 1146- 23 1. This Agreement is entered into between the Contracting Agency and the Contractor named below: CONTRACTING AGENCY NAME BOARD OF STATE AND COMMUNITY CORRECTIONS CONTRACTOR NAME Chula Vista Police Department 2. The term of this Agreement is: START DATE OCTOBER 1, 2023 THROUGH END DATE JUNE 1, 2027 3. The maximum amount of this Agreement is: 3,037,986.00 4. The parties agree to comply with the terms and conditions of the following exhibits, attachments, and appendices which are by this reference made a part of the Agreement. EXHIBITS TITLE PAGES Exhibit A Scope of Work 3 Exhibit B Budget Detail and Payment Provisions 4 Exhibit C General Terms and Conditions (04/2017) 4 Exhibit D Special Terms and Conditions 5 Attachment 1* Organized Retail Theft Prevention Grant Program Request for Proposals * Attachment 2 Organized Retail Theft Prevention Grant Program Grant Proposal 29 Appendix A Organized Retail Theft Grant Program Scoring Panel Roster 1 Appendix B Grantee Assurance for Non-Governmental Organizations 2 This item is hereby incorporated by reference and can be viewed at: https://www.bscc.ca.gov/organized-retail-theft-grant-program/ IN WITNESS WHEREOF, THIS AGREEMENT HAS BEEN EXECUTED BY THE PARTIES HERETO. CONTRACTOR CONTRACTOR NAME (if other than an individual, state whether a corporation, partnership, etc.) Chula Vista Police Department CONTRACTOR BUSINESS ADDRESS CITY STATE ZIP 315 Fourth Avenue Chula Vista CA 91910 PRINTED NAME OF PERSON SIGNING TITLE Roxana Kennedy Chief of Police CONTRACTOR AUTHORIZED SIGNATURE DATE SIGNED STATE OF CALIFORNIA CONTRACTING AGENCY NAME BOARD OF STATE AND COMMUNITY CORRECTIONS CONTRACTING AGENCY ADDRESS CITY STATE ZIP 2590 Venture Oaks Way, Suite 200 Sacramento CA 95833 PRINTED NAME OF PERSON SIGNING TITLE COLLEEN CURTIN Deputy Director CONTRACTING AGENCY AUTHORIZED SIGNATURE DATE SIGNED CALIFORNIA DEPARTMENT OF GENERAL SERVICES APPROVAL: EXEMPT PER SCM, VOLUME 1, CH. 4.06 Page 299 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 1 of 3 EXHIBIT A: SCOPE OF WORK 1.GRANT AGREEMENT – Organized Retail Theft Grant Program This Grant Agreement is between the State of California, Board of State and Community Corrections (hereafter referred to as BSCC) and Chula Vista Police Department (hereafter referred to as the Grantee). 2.PROJECT SUMMARY AND ADMINISTRATION A.The Organized Retail Theft Grant Program was established in Senate Bill 154 (SB 154) Chapter 43, Statutes of 2022). Organized Retail Theft Grant Program funds shall be used to support local law enforcement agencies in preventing and responding to organized retail theft, motor vehicle or motor vehicle accessory theft, or cargo theft. B.Grantee agrees to administer the project in accordance with Attachment 1: Organized Retail Theft Grant Program Request for Proposals (incorporated by reference) and Attachment 2: Organized Retail Theft Grant Program Grant Proposal, which is attached and hereto and made part of this agreement. 3.PROJECT OFFICIALS A.The BSCC's Executive Director or designee shall be the BSCC's representative for administration of the Grant Agreement and shall have authority to make determinations relating to any controversies that may arise under or regarding the interpretation, performance, or payment for work performed under this Grant Agreement. B.The Grantee’s project officials shall be those identified as follows: Authorized Officer with legal authority to sign: Name: Roxana Kennedy Title: Chief of Police Address: 315 Fourth Avenue, Chula Vista CA 91910 Phone: 619-691-5150 Email: pdgrants@chulavistapd.org Designated Financial Officer authorized to receive warrants: Name: Yeelin Cheung Title: Fiscal Operations Manager Address: 315 Fourth Avenue, Chula Vista CA 91910 Phone: 619-691-5128 Email: ycheung@chulavistapd.org Project Director authorized to administer the project: Name: David Oyos Title: Police Lieutenant Address: 315 Fourth Avenue, Chula Vista CA 91910 Phone: 619-585-5670 Email: doyos@chulavistapd.org C.Either party may change its project representatives upon written notice to the other party. Page 300 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 2 of 3 EXHIBIT A: SCOPE OF WORK D. By signing this Grant Agreement, the Authorized Officer listed above warrants that he or she has full legal authority to bind the entity for which he or she signs. 4. DATA COLLECTION Grantees will be required to comply with all data collection and reporting requirements as described in Attachment 1: Organized Retail Theft Grant Program Request for Proposals incorporated by reference) and Attachment 2: Organized Retail Theft Grant Program Grant Proposal. 5. REPORTING REQUIREMENTS A. Grantee will submit quarterly progress reports in a format prescribed by the BSCC. These reports, which will describe progress made on program objectives and include required data, shall be submitted according to the following schedule: Quarterly Progress Report Periods Due no later than: 1. October 1, 2023 to December 31, 2023 February 15, 2024 2. January 1, 2024 to March 31, 2024 May 15, 2024 3. April 1, 2024 to June 30, 2024 August 15, 2024 4. July 1, 2024 to September 30, 2024 November 15, 2024 5. October 1, 2024 to December 31, 2024 February 15, 2025 6. January 1, 2025 to March 31, 2025 May 15, 2025 7. April 1, 2025 to June 30, 2025 August 15, 2025 8. July 1, 2025 to September 30, 2025 November 15, 2025 9. October 1, 2025 to December 31, 2025 February 15, 2026 10. January 1, 2026 to March 31, 2026 May 15, 2026 11. April 1, 2026 to June 30, 2026 August 15, 2026 12. July 1, 2026 to September 30, 2026 November 15, 2026 13. October 1, 2026 to December 31, 2026 February 15, 2027 B. Evaluation Documents Due no later than: 1. Local Evaluation Plan April 1, 2024 2. Final Local Evaluation Report June 1, 2027 C. Other Due no later than: Financial Audit Report June 1, 2027 Grantees that are unable to demonstrate that they are making sufficient progress toward project goals and objectives and show that funds are being spent in accordance with the Grant Agreement could be subject to a withholding of funds. 6. PROJECT RECORDS A. The Grantee shall establish an official file for the project. The file shall contain adequate documentation of all actions taken with respect to the project, including copies of this Grant Agreement, approved program/budget modifications, financial records and required reports. Page 301 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 3 of 3 EXHIBIT A: SCOPE OF WORK B. The Grantee shall establish separate accounting records and maintain documents and other evidence sufficient to properly reflect the amount, receipt, and disposition of all project funds, including grant funds and any matching funds by the Grantee and the total cost of the project. Source documentation includes copies of all awards, applications, approved modifications, financial records, and narrative reports. C. Personnel and payroll records shall include the time and attendance reports for all individuals reimbursed under the grant, whether they are employed full-time or part-time. Time and effort reports are also required for all subcontractors and consultants. D. The grantee shall maintain documentation of donated goods and/or services, including the basis for valuation. E. Grantee agrees to protect records adequately from fire or other damage. When records are stored away from the Grantee’s principal office, a written index of the location of records stored must be on hand and ready access must be assured. F. All Grantee records relevant to the project must be preserved a minimum of three (3) years after closeout of the grant project and shall be subject at all reasonable times to inspection, examination, monitoring, copying, excerpting, transcribing, and auditing by the BSCC or designees. If any litigation, claim, negotiation, audit, or other action involving the records has been started before the expiration of the three-year period, the records must be retained until the completion of the action and resolution of all issues which arise from it or until the end of the regular three-year period, whichever is later. 7. CONFLICT OF INTEREST A. Existing law prohibits any grantee, subgrantee, partner or like party who participated on the Organized Retail Theft Grant Program Scoring Panel from receiving funds awarded under the Organized Retail Theft Grant Program RFP. Applicants who are awarded grants under this RFP are responsible for reviewing the Organized Retail Theft Grant Program Scoring Panel roster (Appendix A) and ensuring that no grant dollars are passed through to any entity represented by the members of the Organized Retail Theft Grant Program Scoring Panel. B. In cases of an actual conflict of interest with a Scoring Panel member, the Board may revoke the grant award and legal consequences could exist for the parties involved, including, but not limited to, repayment of the grant award. Page 302 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 1 of 4 EXHIBIT B: BUDGET DETAIL AND PAYMENT PROVISIONS 1. INVOICING AND PAYMENT A. The Grantee shall be paid quarterly in arrears by submitting an invoice (Form 201) to the BSCC that outlines actual expenditures claimed for the invoicing period. Quarterly Invoicing Periods: Due no later than: 1. October 1, 2023 to December 31, 2023 February 15, 2024 2. January 1, 2024 to March 31, 2024 May 15, 2024 3. April 1, 2024 to June 30, 2024 August 15, 2024 4. July 1, 2024 to September 30, 2024 November 15, 2024 5. October 1, 2024 to December 31, 2024 February 15, 2025 6. January 1, 2025 to March 31, 2025 May 15, 2025 7. April 1, 2025 to June 30, 2025 August 15, 2025 8. July 1, 2025 to September 30, 2025 November 15, 2025 9. October 1, 2025 to December 31, 2025 February 15, 2026 10. January 1, 2026 to March 31, 2026 May 15, 2026 11. April 1, 2026 to June 30, 2026 August 15, 2026 12. July 1, 2026 to September 30, 2026 November 15, 2026 13. October 1, 2026 to December 31, 2026 February 15, 2027 Final Invoicing Periods*: Due no later than: 14. January 1, 2027 to March 31, 2027 May 15, 2027 15. April 1, 2027 to June 1, 2027 August 15, 2027 Note: Project activity period ends December 31, 2026. The period of January 1, 2027, to June 1, 2027, is for completion of Final Local Evaluation Report and financial audit only. B. All project expenses must be incurred by the end of the project activity period, December 31, 2026, and included on the final invoice due February 15, 2027. Project expenditures incurred after December 31, 2026 will not be reimbursed. C. The Final Local Evaluation Report is due to BSCC by June 1, 2027. Expenditures incurred for the completion of the Final Local Evaluation Report during the period of January 1, 2027, to June 1, 2027, must be submitted during the Final Invoicing Periods, with the final invoice due on August 15, 2027. Supporting fiscal documentation will be required for all expenditures claimed on during the Final Invoicing Periods and must be submitted with the final invoice. D. The Financial Audit Report is due to BSCC by June 1, 2027. Expenditures incurred for the completion of the financial audit during the period of January 1, 2027, to June 1, 2027, must be submitted during the Final Invoicing Periods, with the final invoice due on August 15, 2027. Supporting fiscal documentation will be required for all expenditures claimed during the Final Invoicing Periods and must be submitted with the final invoice. E. Grantee shall submit an invoice to the BSCC each invoicing period, even if grant funds are not expended or requested during the invoicing period. F. Upon the BSCC’s request, supporting documentation must be submitted for project expenditures. Grantees are required to maintain supporting documentation for all Page 303 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 2 of 4 EXHIBIT B: BUDGET DETAIL AND PAYMENT PROVISIONS expenditures on the project site for the life of the grant and make it readily available for review during BSCC site visits. See Exhibit A. Scope of Work, Item 6. Project Records. 2. GRANT AMOUNT AND LIMITATION A. In no event shall the BSCC be obligated to pay any amount in excess of the grant award. Grantee waives any and all claims against the BSCC, and the State of California on account of project costs that may exceed the sum of the grant award. B. Under no circumstance will a budget item change be authorized that would cause the project to exceed the amount of the grant award identified in this Grant Agreement. In no event shall changes be authorized for the Administrative Salaries and Benefits line item that would result in that item exceeding ten percent (10%) of the grant award. 3. BUDGET CONTINGENCY CLAUSE A. This grant agreement is valid through Organized Retail Theft funding generated from the General Fund. The Grantee agrees that the BSCC’s obligation to pay any sum to the grantee under any provision of this agreement is contingent upon the availability of sufficient funding granted through the passage of Senate Bill 154 (Chapter 43, Statutes of 2022), also known as the California Budget Act of 2022. It is mutually agreed that if the Budget Act of the current year and/or any subsequent years covered under this Grant Agreement does not appropriate sufficient funds for the program, this Grant Agreement shall be of no further force and effect. In this event, the BSCC shall have no liability to pay any funds whatsoever to Grantee or to furnish any other considerations under this Agreement and Grantee shall not be obligated to perform any provisions of this Grant Agreement. B. If Organized Retail Theft funding is reduced or falls below estimates contained within the Organized Retail Theft Request for Proposals, the BSCC shall have the option to either cancel this Grant Agreement with no liability occurring to the BSCC or offer an amendment to this agreement to the Grantee to reflect a reduced amount. C. If BSCC cancels the agreement pursuant to Paragraph 3(B) or Grantee does not agree to an amendment in accordance with the option provided by Paragraph 3(B), it is mutually agreed that the Grant Agreement shall have no further force and effect. In this event, the BSCC shall have no liability to pay any funds whatsoever to Grantee or to furnish any other considerations under this Agreement and Grantee shall not be obligated to perform any provisions of this Grant Agreement except that Grantee shall be required to maintain all project records required by Paragraph 6 of Exhibit A for a period of three (3) years following the termination of this agreement. 4. PROJECT COSTS A. The Grantee agrees to comply with the BSCC Grant Administration Guide requirements as posted on the BSCC website (currently the BSCC Grant Administration Guide July 2020) including any updated version that may be posted during term of the grant Page 304 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 3 of 4 EXHIBIT B: BUDGET DETAIL AND PAYMENT PROVISIONS agreement. BSCC will notify grantees whenever an updated version is posted. The BSCC Grant Administration Guide is available at: https://www.bscc.ca.gov/s_correctionsplanningandprograms/ B. The provisions of the BSCC Grant Administration Guide are incorporated by reference into this agreement and Grantee shall be responsible for adhering to the requirements set forth therein. To the extent any of the provisions of the BSCC Grant Administration Guide and this agreement conflict, the language in this agreement shall prevail. C. Grantee is responsible for ensuring that statements of expenditures submitted to the BSCC claim actual expenditures for eligible project costs. D. Grantee shall, upon demand, remit to the BSCC any grant funds not expended for eligible project costs or an amount equal to any grant funds expended by the Grantee in violation of the terms, provisions, conditions or commitments of this Grant Agreement. E. Grant funds must be used to support new program activities or to augment existing funds that expand current program activities. Grant funds shall not replace (supplant) any federal, state and/or local funds that have been appropriated for the same purpose. Violations can result in recoupment of monies provided under this grantor suspension of future program funding through BSCC grants. 5. PROMPT PAYMENT CLAUSE Payment will be made in accordance with, and within the time specified in, Government Code Chapter 4.5, commencing with Section 927. 6. WITHHOLDING OF GRANT DISBURSEMENTS A. The BSCC may withhold all or any portion of the grant funds provided by this Grant Agreement in the event the Grantee has materially and substantially breached the terms and conditions of this Grant Agreement. B. At such time as the balance of state funds allocated to the Grantee reaches five percent 5%), the BSCC may withhold that amount as security, to be released to the Grantee upon compliance with all grant provisions, including: 1) submittal and approval of the final invoice; 2) submittal and approval of the final progress report; and C. The BSCC will not reimburse Grantee for costs identified as ineligible for grant funding. If grant funds have been provided for costs subsequently deemed ineligible, the BSCC may either withhold an equal amount from future payments to the Grantee or require repayment of an equal amount to the State by the Grantee. D. In the event that grant funds are withheld from the Grantee, the BSCC’s Executive Director or designee shall notify the Grantee of the reasons for withholding and advise the Grantee of the time within which the Grantee may remedy the failure or violation leading to the withholding. 7. EXECUTIVE ORDER N-6-22 – RUSSIA SANCTIONS Page 305 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 4 of 4 EXHIBIT B: BUDGET DETAIL AND PAYMENT PROVISIONS On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. The EO directs state agencies to terminate contracts with, and to refrain from entering any new contracts with, individuals or entities that are determined to be a target of Economic Sanctions. Accordingly, should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for termination of this agreement. The State shall provide Contractor advance written notice of such termination, allowing Contractor at least 30 calendar days to provide a written response. Termination shall be at the sole discretion of the State. 8. PROJECT BUDGET BSCC Budget Line Item A. Grant Funds 1. Salaries and Benefits $850,880 2. Services and Supplies $1,509,026 3. Professional Services or Public Agency Subcontracts $0 4. Non-Governmental Organization (NGO) Subcontracts $0 5. Data Collection and Evaluation $144,250 6. Equipment/Fixed Assets $250,000 7. Financial Audit (Up to $25,000) $0 8. Other (Travel, Training, etc.) $7,650 9. Indirect Costs $276,180 TOTALS $3,037,986 Page 306 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 1 of 4 EXHIBIT C: GENERAL TERMS AND CONDITIONS (04/2017) 1. APPROVAL: This Agreement is of no force or effect until signed by both parties and approved by the Department of General Services, if required. Contractor may not commence performance until such approval has been obtained. 2. AMENDMENT: No amendment or variation of the terms of this Agreement shall be valid unless made in writing, signed by the parties and approved as required. No oral understanding or Agreement not incorporated in the Agreement is binding on any of the parties. 3. ASSIGNMENT: This Agreement is not assignable by the Contractor, either in whole or in part, without the consent of the State in the form of a formal written amendment. 4. AUDIT: Contractor agrees that the awarding department, the Department of General Services, the Bureau of State Audits, or their designated representative shall have the right to review and to copy any records and supporting documentation pertaining to the performance of this Agreement. Contractor agrees to maintain such records for possible audit for a minimum of three (3) years after final payment, unless a longer period of records retention is stipulated. Contractor agrees to allow the auditor(s) access to such records during normal business hours and to allow interviews of any employees who might reasonably have information related to such records. Further, Contractor agrees to include a similar right of the State to audit records and interview staff in any subcontract related to performance of this Agreement. (Gov. Code §8546.7, Pub. Contract Code §10115 et seq., CCR Title 2, Section 1896). 5. INDEMNIFICATION: Contractor agrees to indemnify, defend and hold harmless the State, its officers, agents and employees from any and all claims and losses accruing or resulting to any and all contractors, subcontractors, suppliers, laborers, and any other person, firm or corporation furnishing or supplying work services, materials, or supplies in connection with the performance of this Agreement, and from any and all claims and losses accruing or resulting to any person, firm or corporation who may be injured or damaged by Contractor in the performance of this Agreement. This obligation shall survive any termination of this agreement. 6. DISPUTES: Contractor shall continue with the responsibilities under this Agreement during any dispute. 7. TERMINATION FOR CAUSE: The State may terminate this Agreement and be relieved of any payments should the Contractor fail to perform the requirements of this Agreement at the time and in the manner herein provided. In the event of such termination the State may proceed with the work in any manner deemed proper by the State. All costs to the State shall be deducted from any sum due the Contractor under this Agreement and the balance, if any, shall be paid to the Contractor upon demand. Page 307 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 2 of 4 EXHIBIT C: GENERAL TERMS AND CONDITIONS (04/2017) 8. INDEPENDENT CONTRACTOR: Contractor, and the agents and employees of Contractor, in the performance of this Agreement, shall act in an independent capacity and not as officers or employees or agents of the State. 9. RECYCLING CERTIFICATION: The Contractor shall certify in writing under penalty of perjury, the minimum, if not exact, percentage of post-consumer material as defined in the Public Contract Code Section 12200, in products, materials, goods, or supplies offered or sold to the State regardless of whether the product meets the requirements of Public Contract Code Section 12209. With respect to printer or duplication cartridges that comply with the requirements of Section 12156(e), the certification required by this subdivision shall specify that the cartridges so comply (Pub. Contract Code §12205). 10. NON-DISCRIMINATION CLAUSE: During the performance of this Agreement, Contractor and its subcontractors shall not deny the contract’s benefits to any person on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status, nor shall they discriminate unlawfully against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status. Contractor shall insure that the evaluation and treatment of employees and applicants for employment are free of such discrimination. Contractor and subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code §12900 et seq.), the regulations promulgated thereunder (Cal. Code Regs., tit. 2, §11000 et seq.), the provisions of Article 9.5, Chapter 1, Part 1, Division 3, Title 2 of the Government Code (Gov. Code §§11135-11139.5), and the regulations or standards adopted by the awarding state agency to implement such article. Contractor shall permit access by representatives of the Department of Fair Employment and Housing and the awarding state agency upon reasonable notice at any time during the normal business hours, but in no case less than 24 hours’ notice, to such of its books, records, accounts, and all other sources of information and its facilities as said Department or Agency shall require to ascertain compliance with this clause. Contractor and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement. (See Cal. Code Regs., tit. 2, §11105.) Contractor shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the Agreement. 11. CERTIFICATION CLAUSES: The CONTRACTOR CERTIFICATION CLAUSES contained in the document CCC 04/2017 (https://www.dgs.ca.gov/OLS/Resources/Page- Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language) are hereby incorporated by reference and made a part of this Agreement by this reference as if attached hereto. Page 308 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 3 of 4 EXHIBIT C: GENERAL TERMS AND CONDITIONS (04/2017) 12. TIMELINESS: Time is of the essence in this Agreement. 13. COMPENSATION: The consideration to be paid Contractor, as provided herein, shall be in compensation for all of Contractor's expenses incurred in the performance hereof, including travel, per diem, and taxes, unless otherwise expressly so provided. 14. GOVERNING LAW: This contract is governed by and shall be interpreted in accordance with the laws of the State of California. 15. ANTITRUST CLAIMS: The Contractor by signing this agreement hereby certifies that if these services or goods are obtained by means of a competitive bid, the Contractor shall comply with the requirements of the Government Codes Sections set out below. A. The Government Code Chapter on Antitrust claims contains the following definitions: 1) "Public purchase" means a purchase by means of competitive bids of goods, services, or materials by the State or any of its political subdivisions or public agencies on whose behalf the Attorney General may bring an action pursuant to subdivision (c) of Section 16750 of the Business and Professions Code. 2) "Public purchasing body" means the State or the subdivision or agency making a public purchase. Government Code Section 4550. B. In submitting a bid to a public purchasing body, the bidder offers and agrees that if the bid is accepted, it will assign to the purchasing body all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. Sec. 15) or under the Cartwright Act (Chapter 2 (commencing with Section 16700) of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, materials, or services by the bidder for sale to the purchasing body pursuant to the bid. Such assignment shall be made and become effective at the time the purchasing body tenders final payment to the bidder. Government Code Section 4552. C. If an awarding body or public purchasing body receives, either through judgment or settlement, a monetary recovery for a cause of action assigned under this chapter, the assignor shall be entitled to receive reimbursement for actual legal costs incurred and may, upon demand, recover from the public body any portion of the recovery, including treble damages, attributable to overcharges that were paid by the assignor but were not paid by the public body as part of the bid price, less the expenses incurred in obtaining that portion of the recovery. Government Code Section 4553. D. Upon demand in writing by the assignor, the assignee shall, within one year from such demand, reassign the cause of action assigned under this part if the assignor has been or may have been injured by the violation of law for which the cause of action arose and a) the assignee has not been injured thereby, or (b) the assignee declines to file a court action for the cause of action. See Government Code Section 4554. 16. CHILD SUPPORT COMPLIANCE ACT: For any Agreement in excess of $100,000, the contractor acknowledges in accordance with Public Contract Code 7110, that: Page 309 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 4 of 4 EXHIBIT C: GENERAL TERMS AND CONDITIONS (04/2017) A. The contractor recognizes the importance of child and family support obligations and shall fully comply with all applicable state and federal laws relating to child and family support enforcement, including, but not limited to, disclosure of information and compliance with earnings assignment orders, as provided in Chapter 8 (commencing with section 5200) of Part 5 of Division 9 of the Family Code; and B. The contractor, to the best of its knowledge is fully complying with the earnings assignment orders of all employees and is providing the names of all new employees to the New Hire Registry maintained by the California Employment Development Department. 17. UNENFORCEABLE PROVISION: In the event that any provision of this Agreement is unenforceable or held to be unenforceable, then the parties agree that all other provisions of this Agreement have force and effect and shall not be affected thereby. 18. PRIORITY HIRING CONSIDERATIONS: If this Contract includes services in excess of 200,000, the Contractor shall give priority consideration in filling vacancies in positions funded by the Contract to qualified recipients of aid under Welfare and Institutions Code Section 11200 in accordance with Pub. Contract Code §10353. 19. SMALL BUSINESS PARTICIPATION AND DVBE PARTICIPATION REPORTING REQUIREMENTS: A. If for this Contract Contractor made a commitment to achieve small business participation, then Contractor must within 60 days of receiving final payment under this Contract (or within such other time period as may be specified elsewhere in this Contract) report to the awarding department the actual percentage of small business participation that was achieved. (Gov. Code § 14841.) B. If for this Contract Contractor made a commitment to achieve disabled veteran business enterprise (DVBE) participation, then Contractor must within 60 days of receiving final payment under this Contract (or within such other time period as may be specified elsewhere in this Contract) certify in a report to the awarding department: (1) the total amount the prime Contractor received under the Contract; (2) the name and address of the DVBE(s) that participated in the performance of the Contract; (3) the amount each DVBE received from the prime Contractor; (4) that all payments under the Contract have been made to the DVBE; and (5) the actual percentage of DVBE participation that was achieved. A person or entity that knowingly provides false information shall be subject to a civil penalty for each violation. (Mil. & Vets. Code § 999.5(d); Govt. Code § 14841.) 20. LOSS LEADER: If this contract involves the furnishing of equipment, materials, or supplies then the following statement is incorporated: It is unlawful for any person engaged in business within this state to sell or use any article or product as a “loss leader” as defined in Section 17030 of the Business and Professions Code. (PCC 10344(e).) Page 310 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 1 of 5 EXHIBIT D: SPECIAL TERMS AND CONDITIONS 1. GRANTEE’S GENERAL RESPONSIBILITY A. Grantee agrees to comply with all terms and conditions of this Grant Agreement. Review and approval by the BSCC is solely for the purpose of proper administration of grant funds, and shall not be deemed to relieve or restrict the Grantee’s responsibility. B. Grantee is responsible for the performance of all project activities identified in Attachment 1: Organized Retail Theft Grant Program Request for Proposals (incorporated by reference) and Attachment 2: Organized Retail Theft Grant Program Grant Proposal. C. Grantee shall immediately advise the BSCC of any significant problems or changes that arise during the course of the project. 2. GRANTEE ASSURANCES AND COMMITMENTS A. Compliance with Laws and Regulations This Grant Agreement is governed by and shall be interpreted in accordance with the laws of the State of California. Grantee shall at all times comply with all applicable State laws, rules and regulations, and all applicable local ordinances. B. Fulfillment of Assurances and Declarations Grantee shall fulfill all assurances, declarations, representations, and statements made by the Grantee in Attachment 1: Organized Retail Theft Grant Program Request for Proposals (incorporated by reference) and Attachment 2: Organized Retail Theft Grant Program Grant Proposal, documents, amendments, approved modifications, and communications filed in support of its request for grant funds. C. Permits and Licenses Grantee agrees to procure all permits and licenses necessary to complete the project, pay all charges and fees, and give all notices necessary or incidental to the due and lawful proceeding of the project work. 3. POTENTIAL SUBCONTRACTORS A. In accordance with the provisions of this Grant Agreement, the Grantee may subcontract for services needed to implement and/or support program activities. Grantee agrees that in the event of any inconsistency between this Grant Agreement and Grantee’s agreement with a subcontractor, the language of this Grant Agreement will prevail. B. Nothing contained in this Grant Agreement or otherwise, shall create any contractual relation between the BSCC and any subcontractors, and no subcontract shall relieve the Grantee of his responsibilities and obligations hereunder. The Grantee agrees to be as fully responsible to the BSCC for the acts and omissions of its subcontractors and of persons either directly or indirectly employed by any of them as it is for the acts and omissions of persons directly employed by the Grantee. The Grantee's obligation to pay its subcontractors is an independent obligation from the BSCC's obligation to make payments to the Grantee. As a result, the BSCC shall have no obligation to pay or to enforce the payment of any moneys to any subcontractor. Page 311 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 2 of 5 EXHIBIT D: SPECIAL TERMS AND CONDITIONS C. Grantee shall ensure that all subcontractors comply with the eligibility requirements stated in the ARG Rehabilitation of Existing Property or Building Project RFP and described in Appendix B. D. Grantee assures that for any subcontract awarded by the Grantee, such insurance and fidelity bonds, as is customary and appropriate, will be obtained. E. Grantee agrees to place appropriate language in all subcontracts for work on the project requiring the Grantee’s subcontractors to: 1) Books and Records Maintain adequate fiscal and project books, records, documents, and other evidence pertinent to the subcontractor’s work on the project in accordance with generally accepted accounting principles. Adequate supporting documentation shall be maintained in such detail so as to permit tracing transactions from the invoices, to the accounting records, to the supporting documentation. These records shall be maintained for a minimum of three (3) years after the acceptance of the final grant project audit under the Grant Agreement, and shall be subject to examination and/or audit by the BSCC or designees, state government auditors or designees, or by federal government auditors or designees. 2) Access to Books and Records Make such books, records, supporting documentations, and other evidence available to the BSCC or designee, the State Controller’s Office, the Department of General Services, the Department of Finance, California State Auditor, and their designated representatives during the course of the project and for a minimum of three (3) years after acceptance of the final grant project audit. The Subcontractor shall provide suitable facilities for access, monitoring, inspection, and copying of books and records related to the grant-funded project. 4. PROJECT ACCESS Grantee shall ensure that the BSCC, or any authorized representative, will have suitable access to project activities, sites, staff and documents at all reasonable times during the grant period including those maintained by subcontractors. Access to program records will be made available by both the grantee and the subcontractors for a period of three (3) years following the end of the grant of the project. 5. ACCOUNTING AND AUDIT REQUIREMENTS A. Grantee agrees that accounting procedures for grant funds received pursuant to this Grant Agreement shall be in accordance with generally accepted government accounting principles and practices, and adequate supporting documentation shall be maintained in such detail as to provide an audit trail. Supporting documentation shall permit the tracing of transactions from such documents to relevant accounting records, financial reports and invoices. Page 312 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 3 of 5 EXHIBIT D: SPECIAL TERMS AND CONDITIONS B. The BSCC reserves the right to call for a program or financial audit at any time between the execution of this Grant Agreement and three years following the end of the grant period. At any time, the BSCC may disallow all or part of the cost of the activity or action determined to not be in compliance with the terms and conditions of this Grant Agreement or take other remedies legally available. 6. DEBARMENT, FRAUD, THEFT OR EMBEZZLEMENT It is the policy of the BSCC to protect grant funds from unreasonable risks of fraudulent, criminal, or other improper use. As such, the Board will not enter into contracts or provide reimbursement to grantees that have been: 1. debarred by any federal, state, or local government entities during the period of debarment; or 2. convicted of fraud, theft, or embezzlement of federal, state, or local government grant funds for a period of three years following conviction. Furthermore, the BSCC requires grant recipients to provide an assurance that there has been no applicable debarment, disqualification, suspension, or removal from a federal, state or local grant program on the part of the grantee at the time of application and that the grantee will immediately notify the BSCC should such debarment or conviction occur during the term of the Grant contract. BSCC also requires that all grant recipients include, as a condition of award to a subgrantee or subcontractor, a requirement that the subgrantee or subcontractor will provide the same assurances to the grant recipient. If a grant recipient wishes to consider a subgrantee or subcontractor that has been debarred or convicted, the grant recipient must submit a written request for exception to the BSCC along with supporting documentation. All Grantees must have on file with the BSCC a completed and signed Certification of Compliance with BSCC Policies on Debarment, Fraud, Theft and Embezzlement (Required as Appendix E of the original Proposal Package). 7. MODIFICATIONS No change or modification in the project will be permitted without prior written approval from the BSCC. Changes may include modification to project scope, changes to performance measures, compliance with collection of data elements, and other significant changes in the budget or program components contained in the Attachment 1: Organized Retail Theft Grant Program Request for Proposals and Attachment 2: Organized Retail Theft Grant Program Grant Proposal. Changes shall not be implemented by the project until authorized by the BSCC. 8. TERMINATION A. This Grant Agreement may be terminated by the BSCC at any time after grant award and prior to completion of project upon action or inaction by the Grantee that constitutes a Page 313 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 4 of 5 EXHIBIT D: SPECIAL TERMS AND CONDITIONS material and substantial breach of this Grant Agreement. Such action or inaction includes but is not limited to: 1) substantial alteration of the scope of the grant project without prior written approval of the BSCC; 2) refusal or inability to complete the grant project in a manner consistent with Attachment 1: Organized Retail Theft Grant Program Request for Proposals and Attachment 2: Organized Retail Theft Grant Program Grant Proposal, or approved modifications; 3) failure to meet prescribed assurances, commitments, recording, accounting, auditing, and reporting requirements of the Grant Agreement. B. Prior to terminating the Grant Agreement under this provision, the BSCC shall provide the Grantee at least 30 calendar days written notice stating the reasons for termination and effective date thereof. The Grantee may appeal the termination decision in accordance with the instructions listed in Exhibit D: Special Terms and Conditions, Number 9. Settlement of Disputes. 9. SETTLEMENT OF DISPUTES A. The parties shall deal in good faith and attempt to resolve potential disputes informally. If the dispute persists, the Grantee shall submit to the BSCC Corrections Planning and Grant Programs Division Deputy Director a written demand for a final decision regarding the disposition of any dispute between the parties arising under, related to, or involving this Grant Agreement. Grantee’s written demand shall be fully supported by factual information. The BSCC Corrections Planning and Grant Programs Division Deputy Director shall have 30 days after receipt of Grantee’s written demand invoking this Section Disputes” to render a written decision. If a written decision is not rendered within 30 days after receipt of the Grantee’s demand, it shall be deemed a decision adverse to the Grantee’s contention. If the Grantee is not satisfied with the decision of the BSCC Corrections Planning and Grant Programs Division Deputy Director, the Grantee may appeal the decision, in writing, within 15 days of its issuance (or the expiration of the 30- day period in the event no decision is rendered), to the BSCC Executive Director, who shall have 45 days to render a final decision. If the Grantee does not appeal the decision of the BSCC Corrections Planning and Grant Programs Division Deputy Director, the decision shall be conclusive and binding regarding the dispute and the Contractor shall be barred from commencing an action in court, or with the Victims Compensation Government Claims Board, for failure to exhaust Grantee’s administrative remedies. B. Pending the final resolution of any dispute arising under, related to or involving this Grant Agreement, Grantee agrees to diligently proceed with the performance of this Grant Agreement, including the providing of services in accordance with the Grant Agreement. Grantee’s failure to diligently proceed in accordance with the State’s instructions regarding this Grant Agreement shall be considered a material breach of this Grant Agreement. Page 314 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 5 of 5 EXHIBIT D: SPECIAL TERMS AND CONDITIONS C. Any final decision of the State shall be expressly identified as such, shall be in writing, and shall be signed by the Executive Director, if an appeal was made. If the Executive Director fails to render a final decision within 45 days after receipt of the Grantee’s appeal for a final decision, it shall be deemed a final decision adverse to the Grantee’s contentions. The State’s final decision shall be conclusive and binding regarding the dispute unless the Grantee commences an action in a court of competent jurisdiction to contest such decision within 90 days following the date of the final decision or one (1) year following the accrual of the cause of action, whichever is later. D. The dates of decision and appeal in this section may be modified by mutual consent, as applicable, excepting the time to commence an action in a court of competent jurisdiction. 10. UNION ACTIVITIES For all agreements, except fixed price contracts of $50,000 or less, the Grantee acknowledges that applicability of Government Code §§16654 through 16649 to this Grant Agreement and agrees to the following: A. No State funds received under the Grant Agreement will be used to assist, promote or deter union organizing. B. Grantee will not, for any business conducted under the Grant Agreement, use any State property to hold meetings with employees or supervisors, if the purpose of such meetings is to assist, promote or deter union organizing, unless the State property is equally available to the general public for holding meetings. C. If Grantee incurs costs or makes expenditures to assist, promote or deter union organizing, Grantee will maintain records sufficient to show that no reimbursement from State funds has been sought for these costs, and that Grantee shall provide those records to the Attorney General upon request. 11. WAIVER The parties hereto may waive any of their rights under this Grant Agreement unless such waiver is contrary to law, provided that any such waiver shall be in writing and signed by the party making such waiver. Page 315 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda BSCC Powered by Submittable Title Chul a Vi sta Pol i ce Department by Yeelin Cheung in Organized Retail Theft Prev ention Grant Program ycheung@chulavistapd.org 07/07/2023 id. 41332620 Original Submission 07/07/2023 The Organized Retail Theft (ORT) Prev ention Grant Program Application is div ided into fiv e (5) sections as identified below: Background Information Contact Information Program Information Proposal Narrativ e and Budget Mandatory Attachments Each section has a series of questions requiring a response. Applicants will be prompted to prov ide written text, select options from a drop down menu, select options from a multiple choice menu, or upload attachments. Questions with a red asterisk require responses. Applicants will not be able to submit the application until all questions with a red asterisk hav e been completed. Applicants may reference the ORT Prev ention Grant Program Proposal Instruction Packet for background information, key dates, rating factors, and other important information to aid in the completion of the ORT Prev ention Grant Program Application. The ORT Prev ention Grant Proposal Instruction Packet is av ailable on the Board of State and Community Corrections (BSCC) website. NOTE: Applicants may start and stop their application but must select "Sav e Draft" at the bottom of the application before existing. SECTION I - BACKGROUND INFORMATION This section requests information about the applicant’s name, location, mailing address, and tax identification number. Name of Applicant i.e., Police Department, Sheriff’s Department, or Probation Department) Chula Vista Police Department Multi-Agency Partnerships Information (if applicable) Applicants may apply for funding as part of a multi-agency partnership (two [2] or more agencies). The agencies and jurisdictions comprising the collaborativ e application are not required to be contiguous. One (1) Lead Public Agency must be identified on behalf of the partnership. Multi-Agency Partnerships No: This is not a Multi-Agency Partnership Application Page 316 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Lead Public Agency Information All applicants are required to designate a Lead Public Agency (LPA) to serv e as the coordinator for all grant activ ities. The LPA is a gov ernmental agency with local authority within the applicant's city or county. The applicant may choose to fill the role of LPA itself or it may designate a department, agency, or office under its jurisdiction to serv e as the LPA. The role of the LPA is to coordinate with other local gov ernment agency partners and non-gov ernmental organizations to ensure successful implementation of the grant program. The LPA is responsible for data collection and management, inv oices, meeting coordination (v irtual and/or in- person), and will serv e as the primary point of contact with the BSCC. Lead Public Agency Chula Vista Police Department Applicant's Physical Address 315 Fourth Av enue Chula Vista CA 91910 US Applicant's Mailing Address (if different than the physical address) n/a Mailing Address for Payment CVPD - Fiscal Operations 315 Fourth Av enue Chula Vista CA 91910 US Tax Identification Number 95-6000690 SECTION II - CONTACT INFORMATION This section requests contact information for the indiv iduals identified as the Project Director, Financial Officer, Day-to-Day Project Contact, Day-to-Day Fiscal Contact, and the Authorized Signature. Project Director Dav id Oyos Project Director's Title with Agency/Department/Organization Police Lieutenant / Chula Vista Police Department Project Director's Physical Address 315 Fourth Av enue Chula Vista CA 91910 US Page 317 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Project Director's Email Address doyos@chulav istapd.org Project Director's Phone Number 16195855670 Financial Officer Yeelin Cheung Financial Officer's Title with Agency/Department/Organization Principal Management Analyst / Chula Vista Police Department Financial Officer's Physical Address 315 Fourth Av enue Chula Vista CA 91910 US Financial Officer's Email Address ycheung@chulav istapd.org Financial Officer's Phone Number 16196915128 Day-To-Day Program Contact Scott Hall Day-To-Day Program Contact's Title Police Sergeant / Chula Vista Police Department Day-To-Day Program Contact's Physical Address 315 Fourth Av enue Chula Vista CA 91910 US Day-To-Day Program Contact's Email Address scotthall@chulav istapd.org Day-To-Day Program Contact's Phone Number 16196915129 Day-To-Day Fiscal Contact Bryant Shimizu Day-To-Day Fiscal Contact's Title Management Analyst I / Chula Vista Police Department Page 318 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Day-To-Day Fiscal Contact's Physical Address 315 Fourth Av enue Chula Vista CA 91910 US Day-To-Day Fiscal Contact's Email Address bshimizu@chulav istapd.org Day-To-Day Fiscal Contact's Phone Number 16194095467 Name of Authorized Officer Roxana Kennedy Authorized Officer's Title Chief of Police Authorized Officer's Physical Address 315 Fourth Av enue Chula Vista CA 91910 US Authorized Officer's Email Address pdgrants@chulav istapd.org Authorized Officer's Phone Number 16196915150 Authorized Officer Assurances checked SECTION III - PROGRAM INFORAMTION This section requests a Project Title, Proposal Summary description, Program Purpose Area(s) selection, and Scope Funding Category selection. Project Title Putting the Brakes on Auto Theft Proposal Summary The proposed grant will assist the Chula Vista Police Department to combat v ehicle theft and v ehicle accessory theft within the city. The City of Chula Vista has a population ov er 279,000 people and unfortunately, we experience a high rate of v ehicle and accessory theft. Just in the last year, there hav e been 995 reports of v ehicle theft and approximately 180 reports of catalytic conv erter theft in the city. W ith the assistance of this grant and the tools we will utilize, we will be able to take a proactiv e approach at lowering the amount of v ehicle and accessory theft occurring. This will prov ide a positiv e impact to the community. Page 319 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda PROGRAM PURPOSE AREAS Applicants must propose activ ities, strategies, or programs that address the Program Purpose Areas (PPAs) as defined on pages 5 - 8 in the ORT Prev ention Grant Proposal Instruction Packet. A minimum of one (1) PPA must be selected; applicants are not required to address all three (3) PPAs. All proposed activ ities, strategies, or programs must hav e a link to the ORT Prev ention Grant Program as described in the authorizing legislation and the ORT Prev ention Grant Proposal Instruction Packet. Program Purpose Areas (PPAs): PPA 2: Motor Vehicle or Motor Vehicle Accessory Theft Funding Category Information Applicants may apply for funding in a Medium Scope OR Large Scope Category. The maximum an applicant may apply for is up to 6,125,000 in the Medium Scope category OR up to $15,650,000 in the Large Scope category. Applicants may apply for any dollar amount up to and including the maximum grant amount identified in each category. Multi-agency partnerships (determined as Medium Scope OR Large Scope) may apply for up to the maximum grant award in that category, multiplied by the number of partnering eligible applicants. For Example: Four (4) eligible applicants in the Medium Scope category may submit one (1) application for up to $24,500,000 o $6,125,000 (Medium Scope Max) x 4 (# of Agencies) = $24,500,000 Two (2) eligible applicants in the Large Scope category may submit one (1) application for up to $31,300,000 o $15,650,000 (Large Scope Max x 2 (# of Agencies) = $31,300,000 Please reference pages 10-12 in the ORT Prev ention Grant Proposal Instruction Packet for additional information. Funding Category Medium Scope (Up to $6,125,000) SECTION IV - PROPOSAL NARRATIVE AND BUDGET This section requests responses to the Rating Factors identified in the the ORT Prev ention Grant Program Application Instruction Packet. Page 320 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Proposal Narrative Instructions The Proposal Narrativ e must address the Project Need, Project Description, Project Organizational Capacity and Coordination, and Project Ev aluation and Monitoring Rating Factors as described in the ORT Prev ention Grant Instruction Packet (refer to pages 20-24). A separate narrativ e response is required for each Rating Factor as described below: The Project Need narrativ e may not may not exceed 6,711 total characters (includes punctuation, numbers, spacing and any text). In Microsoft W ord, this is approximately three (3) pages in Arial 12-point font with one-inch margins on all four (4) sides and at 1.5-line spacing. The Project Description narrativ e may not may not exceed 11,185 total characters (includes punctuation, numbers, spacing and any text). In Microsoft W ord, this is approximately fiv e 5) pages in Arial 12-point font with one-inch margins on all four (4) sides and at 1.5-line spacing. The Project Organizational Capacity and Coordination narrativ e may not may not exceed 4,474 total characters (includes punctuation, numbers, spacing and any text). In Microsoft W ord, this is approximately two (2) pages in Arial 12-point font with one-inch margins on all four (4) sides and at 1.5-line spacing. The Project Ev aluation and Monitoring narrativ e may not may not exceed 4,474 total characters (includes punctuation, numbers, spacing and any text). In Microsoft W ord, this is approximately two (2) pages in Arial 12-point font with one-inch margins on all four (4) sides and at 1.5-line spacing. A character counter is automatically enabled that shows the number of characters used and the remaining number of characters before the limit for each response is met. If the character limit is exceeded, a red prompt will appear with the message "You hav e exceeded the character limit". Applicants will be prohibited from submitting the ORT Prev ention Grant Program Application until they comply with the character limit requirements. NOTE: It is up to the applicant to determine how to use the total word limit in addressing each section, howev er as a guide, the percent of total point v alue for each section is prov ided in the ORT Prev ention Grant Proposal Instruction Packet refer to page 15). Project Need The City of Chula Vista is located on the southern end of San Diego County, approximately four miles north of the U.S. / Mexican border. The city is 52 square miles, ranging from the coast of the San Diego Bay, to the inland mountains. According to the US Census, we hav e a population of ov er 279,000 people and are the second largest city in San Diego County, fifteenth largest city in the State of California. The Chula Vista Police Department currently only has 250 sworn officers, which is one of the lowest officers to resident ratio per capita in the entire state. Just like most police agencies in the state, attaining the amount of police officers needed is getting harder to accomplish. In this newer era of policing, we need to utilize the ev er- growing amount of technology av ailable to help proactiv ely stop crime from occurring and prev ent residents of the community from being v ictimized. W ith this proposal, we will be seeking to use one of those forms of technology to help combat v ehicle theft. Page 321 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda The City of Chula Vista experiences a high rate of v ehicle theft and v ehicle accessory theft each year. Unfortunately, the amount of the thefts has been increasing year ov er year. The Chula Vista Police Department's Research, Crime, and Intelligence Analysis Unit (RCIA) obtained crime data ov er the past fiv e years, from the calendar year 2018 to present. Since 2018, we hav e had 4,224 v ehicle thefts. This is an av erage of 768 v ehicle thefts per year. Vehicle thefts hav e been steadily increasing each year. Between 2018-2022, there was an av erage increase of 8.5% in v ehicle theft each year. So far in 2023, there hav e been 434 reported v ehicle thefts. Based on the current figures, it is expected that there will be approximately 1,042 v ehicle theft cases by the end of 2023. This is a whole 20% increase just from the 2022 calendar year. Regarding recov eries of stolen v ehicles, between 2018 and 2022, the av erage recov ery rate has only been 63.6%. In fact, the rate of stolen v ehicle recov eries has been decreasing since 2021. This causes a significant impact on the residents of the community. Most of the v ehicles stolen are not high-end expensiv e v ehicles, nor are they all fully insured. At times, the v ehicles stolen are the families only source of transportation they rely on for work or for their families. According to the US Census, 9.1% of the city’s residents liv e at the pov erty lev el. Unfortunately, when their v ehicles are stolen, it creates a tremendous financial hardship and ev en more so when their v ehicle is not recov ered. Another factor we consider is the clearance rate of the v ehicle theft inv estigations. As prev iously mentioned, there hav e been 4,224 v ehicle thefts in the past fiv e years. During that same time period, there hav e only been 373 arrests for v ehicle thefts. This is only an 8.8% clearance rate, meaning most v ehicle thiev es are not being found or held accountable for their actions. To further break these numbers down, 146 of those v ehicle theft arrests were made by Chula Vista Police officers while the suspects were inside stolen v ehicles originally reported stolen to other jurisdictions. This means in ov er fiv e years, Chula Vista Police officers hav e only been able to locate and arrest 150 suspects for v ehicles stolen within our own city. This is only a 3.6% clearance arrest rate from our own cases. One of the biggest v ehicle accessory theft problems we hav e in Chula Vista is catalytic conv erter theft. The top three v ehicles hav ing their catalytic conv erters stolen in our city are Ford trucks, Toyota Prius, and Honda Accords. These three top v ehicles are also some of the most common types of v ehicles found throughout Chula Vista. Catalytic conv erter theft really started becoming an issue in Chula Vista in 2019. Since then, we hav e had a total of 494 catalytic conv erter thefts. These thefts hav e been increasing steadily since 2020. More specifically, between 2020 and 2021, there was a 292.9% increase in catalytic conv erter thefts. This year alone, we are currently at 94 catalytic conv erter thefts. Based on the current trend, it is expected that there will be approximately 226 catalytic conv erter thefts by the end of the year. This would be a 31% increase just from Page 322 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda year 2022. Unfortunately, the clearance rate for arrests of catalytic conv erter thiev es is almost non-existent. W e hav e been employing public education on catalytic conv erter theft and we hav e been offering engrav ing v ehicle identification numbers for our residents on their catalytic conv erters, howev er the theft trend is continuing grow. It is expected to continue as the precious metals found inside the catalytic conv erters are priced v ery high, making it v ery lucrativ e for the thiev es. It also only takes catalytic conv erter thiev es a matter of minutes to remov e them, and they are victimizing multiple people ev ery night. The av erage cost to replace a catalytic conv erter is $2,500, and a lot of people’s insurance do not cov er this. Not only does it create a hardship for the v ictims not being able to use their v ehicle, it also creates a financial hardship for hav ing to replace the catalytic conv erter. Recently, the Chula Vista Police Department's Property Crimes Unit was inv estigating a series of catalytic conv erter thefts. It is v ery common for a crew of suspects to come from outside the San Diego region to commit these thefts. In sev eral of our thefts, a v ehicle description and license plate were obtained. W ith this information, and with what we will be requesting technology wise with this grant, would immediately alert officers when the v ehicle enters the city. This would hav e prev ented numerous v ictims from hav ing their catalytic conv erters stolen. The problem of v ehicle theft and v ehicle accessory theft impacts the entire City of Chula Vista, not just a specific region. W ith this grant, we will be able to help locate stolen v ehicles and more importantly, arrest v ehicle theft suspects so they stop v ictimizing the residents of Chula Vista. W e will also be able to take a proactiv e approach to this issue by using new technology and utilizing that actionable ev idence to stop thefts of v ehicles and catalytic conv erters. Project Description After prev iously explaining the consistent and ev er-growing increase of v ehicle theft and v ehicle theft accessories, specifically catalytic conv erters, we hav e come up with some projects that will show a significant impact on enforcement and lower the amount of people being v ictimized. There are multiple tools to be utilized and activ ities that can be implored to help accomplish this. The first project that will hav e the most significant impact on both v ehicle theft and v ehicle accessory theft is the use of License Plate Reader (LPR) cameras. The goal of this would to be to promote community safety, solv e crime, reduce crime, and be transparent with the community about the use. In order to effectiv ely deploy the license plate readers, we hav e come up with the following strategies. W e would cov er all the ingress and egress points throughout the entire city, cov er all of the ‘hot spots’ where crime occurs within the city, consider all of the major intersections, and work with traffic engineering on all of the traffic patterns on the major roads and thoroughfares. Page 323 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda The department has already researched the implementation of LPR cameras and hav e looked into the benefits of different companies and different methods of use. The first consideration was whether to own the dev ice outright or to do a subscription with the company. Another consideration was the contract length and amount it would cost to start this project. After taking all this into account, the department determined the use of LPR cameras from the company named Flock was the best fit to address the areas of project need. Some highlights as to why Flock was the best choice to achiev e these goals were that they were solar and battery operated, it has a simple easy user interface, it is subscription based, it is CJIS compliant, it has a 97% license plate reading accuracy rate, and they hav e a public facing information page with real time updating to stay transparent with ev eryone about the use. Flock also handles all the PRA requests and information regarding the use of the LPR cameras. After taking into consideration the locations of the LPR camera placement, we are seeking to install 150 cameras throughout the entire city. This will cov er ev ery major intersection and all ingress and egress points in the city. There is no certain area in the city that has more LPR cameras than another. The point is not to target any specific community, but rather the stolen v ehicles trav eling through a certain area or to target specific suspect v ehicles driv ing through the v arious parts of the city. Another benefit of the LPR cameras will be to inv estigate organized retail theft suspects. Frequently, license plates of v ehicles used during the commission of the crimes are identified and prov ided during the inv estigativ e process. Utilizing the LPR cameras, we will be able to locate the organized retail theft suspect v ehicles, determine direction of trav el, and if they remain within with the city, stop and arrest them for their crimes. Recently, LPR cameras were used to solv e an organized retail theft inv estigation. Detectiv es identified a suspect responsible for stealing ov er $40,000 in clothing from v arious retailers throughout San Diego County. During one of the Chula Vista thefts, the license plate from the suspect’s v ehicle was obtained as they fled the scene. Utilizing an LPR camera from the City of San Diego, the v ehicle was located at an address in their city. The suspect was identified and later arrested. The assistance of the LPR cameras was the critical piece of the inv estigation to locate and apprehend a chronic organized retail theft suspect. It will cost $350 to install each Flock LPR camera onto an existing pole. There are added costs for Flock Security to install their own poles, howev er we plan on installing these LPR cameras on already installed traffic light poles. The total cost to install all 150 cameras is 52,500. This includes a warranty to cov er all technical issues, camera malfunction, and any hardware issues. Page 324 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda The subscription cost for each Flock LPR camera is $3,000. This includes the camera hardware, solar power, mounting equipment, the prev iously mentioned warranty, cloud hosting and LTE connectiv ity, unlimited user licenses, hotlist integration & alerts, and ongoing software enhancements. This ov erall yearly subscription cost for all 150 cameras will be $450,000. Flock also allows for integration into existing traffic camera software. W ith the integration into these cameras, it allows for the possibility for liv e streaming, playback with pause, fast-forward, rewind, and up to a 30-day retention time. The added cost to do this integration and use the enhanced software capabilities, is $1,500 per camera, per year. Currently, the city has nine existing traffic cameras capable of allowing this integration but are hopeful to increase that to a total of 21. The ov erall yearly cost for this added benefit is $13,500 at the current state, and up to $31,500 if all this product is added to the 21 additional proposed traffic cameras once they are all installed. The following will be the cost for all Flock LPR cameras to be used to support the project need. The subscription cost of $450,000 per year x 3 years for the grant = $1,350,000. The yearly integration cost for the 21 cameras is $31,500 x 3 years for the grant = $94,500. Lastly there is the one-time initial $52,500 installation cost. The total ov erall cost needed to fund the Flock LPR purchase is $1,497,000. After the closeout of the grant, the police department will seek funds from the budget to continue the use of the program. After showing the benefits of how it not only helps solv e crime, but reduce crime from occurring, the city would be supportiv e of these efforts. Another request we are making is for the creation of a position. W e would request a police officer or police agent (our v ersion of a corporal or senior officer) to be designated specifically for the grant and be fully funded by the grant. The position would be responsible for running the grant, for being the point of contact for the Flock LPR system and would be designated as the primary v ehicle theft inv estigator. This position would be created and maintained in the Chula Vista Police Department’s Property Crimes Unit. The Property Crimes Unit (PCU) consists of eight full-time detectiv es and one full- time superv isor. This position for the grant will be in addition to these detectiv e positions. The benefit of adding this grant position to the PCU, will be there will be eight additional detectiv es to assist with v arious v ehicle theft and v ehicle theft accessory inv estigations since these types of crimes fall under this unit’s prev ue. Since the entire PCU will be leaned on to assist with more v ehicle theft and v ehicle theft accessory inv estigations, we are also requesting additional funding to cov er ov ertime costs. W ith the addition of the LPR cameras, more stolen v ehicles will be in the city, creating more time needed on inv estigations, and creating more operations to curtail the thefts and apprehending the suspects. Ov ertime costs will also be utilized to cov er specific enforcement Page 325 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda operations and public education in terms of catalytic conv erter theft. Some operations we plan on doing to combat catalytic conv erter theft is targeted enforcement of known catalytic conv erter thiev es, targeting of recyclers who knowingly purchase the stolen catalytic conv erters, and enforcement of the muffler shops who are accepting the catalytic conv erters before they are being turned into the recyclers. W e also plan on some public education campaigns and public serv ice announcements. This includes educating the muffler shops of what to accept and the laws pertaining to them. This public education of said shops would be done before any enforcement operations would be planned. Also included in the education portion is educating the general public about v ehicle thefts and v ehicle theft accessory theft. W e will continue with our campaign of engrav ing residents’ catalytic conv erters, using a program we call, ‘Engrav e and Sav e’. W e were the first agency in the region and one of the first in the state to start this program. W e partner with v arious businesses and a local community college, to assist with putting resident’s v ehicles up on lifts. W e then use an engrav ing tool and put the v ehicle identification number (VIN) onto the v ehicle’s catalytic conv erter. W e also paint the catalytic conv erters with a bright color, high heat resistant paint. This is all used as a deterrent to stop the thief from stealing them, but also as an obv ious sign to the recyclers if a catalytic conv erter is turned into them. This would be another source we could use with the ov ertime funding from the grant. The goal is to further promote more public education campaigns, which this grant will help facilitate. One of the last project goals we would like from this grant to make this successful is obtaining additional detectiv e v ehicles. As prev iously mentioned, we hav e eight detectiv es and one superv isor assigned to the PCU, howev er we only hav e fiv e v ehicles av ailable for the detectiv es in the unit. W ith the addition of the one new position to facilitate the grant and primarily handle v ehicle theft, we need fiv e additional v ehicles. As part of the objectiv e to arrest auto thiev es and go after those stealing catalytic conv erters, we need to be able to go in the field and watch the suspects and do field inv estigations. In order to be successful, we need to take proactiv e approaches out in the field, not reactiv e approaches from behind desks. W hen a suspect is identified, there are numerous detectiv es needed to follow the suspects to confirm identities, locate key addresses, and most importantly, follow and arrest the suspects if they are committing crimes. If the same few detectiv es are following a suspect in our fiv e same v ehicles, their chances of being identified is v ery high. By doubling the number of v ehicles, making ev ery detectiv e in the PCU to hav e a v ehicle, the changeability and fluidity of surv eillances will be more successful. Regarding section 2.2, please see the attached Project W ork Plan Page 326 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Appendix B). Section 2.3 was explained in the abov e paragraphs with 2.1. Regarding section 2.4, the Chula Vista Police Department does not currently hav e a policy regarding the use of surv eillance technology. Regarding section 2.5, the Chula Vista Police Department has a policy, #402, titled Bias-Based Policing. The policy states, “No department member should create a call for serv ice, respond to a call for serv ice, or take any other official action when the action or call are based solely on the person’s race, national origin, religion, age, disability, sex, sexual orientation, gender identity, medical condition, genetic information, marital status, military or v eteran status, or any other protected characteristics.” Please see the attached full policy for further. Project Organizational Capacity and Coordination As prev iously mentioned, we will be able to administer the grant by creating a position specifically for this grant. The position will ensure the success of the grant, plan any operations, be the administrator of the Flock LPR cameras, and assist with v ehicle theft inv estigations. The position will be at the rank of police officer or police agent, and there will be education on how to successfully run the grant. There are no requirements at this time for specific classes or training geared for this position. This newly created position will be supplemented with eight other property crimes detectiv es and one superv isor who are already in the Property Crimes Unit (PCU). These positions are already cov ered by the department and already handle the day to day inv estigations. There is a v ast amount of experience in auto theft inv estigations, catalytic conv erter theft inv estigations, and planned operations in both fields, within the unit. In addition to the day-to-y superv ision of the grant by the PCU superv isor, the management structure includes the Criminal Inv estigations Div ision lieutenant/manager, who will prov ide ov ersight as well. The lieutenant reports to the Inv estigations Captain, who in turn reports to the Chief of Police. Ultimately, all final decisions are made by the Chief, howev er at her discretion, they can be made at the v arious lev els of superv ision. All inv olv ed parties will be kept abreast of the status of the grant, generally weekly at our command staff meetings. W e will not be partnering with other agencies to implement this project. Howev er, due to the increased v ehicle theft cases, arrests, and workload related to v ehicle theft and accessory theft, we hav e communicated our intent of the grant with the San Diego County District Attorney’s Office. Please see the attachment for the Local Impact Letter (Attachment G). W e will also be partnering with the San Diego Association of Gov ernments (SANDAG). SANDAG will serv e as the ev aluation partner, bringing ov er 40 years of action research experience. Page 327 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Further will be discussed in the Section 4. Regarding section 3.3, the timeline for execution once the grant is funded will start immediately. Once the grant is approv ed, the PCU will seek to recruit for the newly created position to run the grant and be the primary v ehicle theft inv estigator. W e will also sign the agreement with Flock. The estimated timeline for the Flock project is two months. There is an initial 2 to 4 week permit approv al process needed with the City. Once the permits are approv ed, Flock will hav e all 150 cameras installed within 4-6 weeks. Once all the LPR cameras are installed, the system will be up and running at full capacity and ready for use. Regarding the purchasing of additional detectiv e v ehicles, once the grant is approv ed, we will start the process of making the v ehicle purchases. Recently, there has been a nationwide delay in obtaining v ehicles due to manufacturing concerns, howev er we will start the process immediately. The ability for all detectiv es to hav e a v ehicle to go into the field and do these auto theft and organized retail theft inv estigations is crucial, so this will be a priority to secure the v ehicles needed. W hen the grant funds expire, one of the only continuing costs will be the yearly subscription cost for the Flock LPR cameras. W e will hav e three years to plan for the added expenditure into the budget. After showing how much of a positiv e impact the LPR system will be, not only to combat v ehicle theft and organized retail theft, but for all inv estigations, the department and the City will want the program to continue. In the rare ev ent the department or city does not want to continue with the subscription serv ice, the contract would cease, and no further funds would go towards Flock for the LPR cameras. The position created and funded for the grant will be eliminated, howev er the inv estigations of v ehicle thefts, accessory theft, and organized retail thefts will continue with the primary detectiv es assigned to the PCU. The only continued costs related to the v ehicles purchased would be the maintenance and registration. These items would be incorporated into the general budget for funding or cov ered under a v oter approv ed City sales tax to fund v ehicles and equipment (City of Chula Vista Measure P). Project Evaluation and Monitoring SANDAG’s Criminal Justice Research Div ision (CJRD) will serv e as the ev aluator for this project. SANDAG has worked extensiv ely with CVPD on other grants and projects, so there is a strong partnership to build on. To ensure ongoing monitoring and quality control of proposed program implementation, as well as documenting and assessing whether the grant initiativ es are achiev ing the intended goals and outcomes, SANDAG will conduct both a process and outcome ev aluation. SANDAG ensures its ev aluation will accurately measure program goals and objectiv es by dev eloping applicable data collection tools and research timelines and protocols, all of which will be included in a Local Ev aluation Plan (LEP). Page 328 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda To ensure the ev aluation portion of this grant aligns with CVPD’s goal of decreasing organized motor v ehicle and motor v ehicle accessory theft and increasing proactiv e policing efforts through the use of new technology, SANDAG will dev elop an ev aluation plan that focuses on the key components of CVPD’s ORT Prev ention programs. The key components that will be measured and analyzed within SANDAG’s ev aluation will include the effectiv eness of the License Plate Reader LPR) system and the impacts of the community education efforts and the ‘Engrav e and Sav e’ program. Crime/arrest data will be gathered from existing crime databases (e.g., ARJIS, CVPD), while the data related to the LPR cameras will be gathered from the LPR system and other internal data tools dev eloped by CVPD as a part of this grant programming. SANDAG will use surv eys to gauge the impact of CVPD’s retail theft prev ention educational campaigns and their perceptions about the LPR technology. W hile the aforementioned are planned components of the ev aluation, all data collection tools and plans necessary for the ev aluation will be finalized in collaboration with CVPD following the grant award notification. To inform program implementation and identify any necessary midcourse adjustments, SANDAG will create and share easy-to-read data dashboards documenting up-to-date information on the impact of the LPR cameras, education initiativ es, and changes and trends in retail theft crimes/arrests at meetings with partners. In addition to data dashboards, SANDAG will produce other project deliv erables, such as reports, that will prov ide insight into other aspects of programming. Fidelity to model and program design is extremely important and as such, SANDAG staff will work with CVPD throughout the grant period to understand the goals, objectiv es, and expected impacts of the LPR Cameras, the ’Engrav e and Sav e’ catalytic conv erter initiativ e, and the educational campaigns. W hen dev iations from original strategies occur, these will also be documented in addition to the reason(s) why adjustments were made. SANDAG will work closely with CVPD to utilize existing systems whenev er possible. Some aspects of this ev aluation can utilize baseline data, such as crime data (e.g., retail theft crimes reported to law enforcement agencies and clearance rates), while other components (i.e., LPR data) require data collection efforts dev eloped for this grant. In either case, SANDAG will work with CVPD to establish data collection protocols and procedures early in the grant implementation phase. It is important to note that all SANDAG CJRD staff are background checked and hav e familiarity and experience with the data systems that will be used to store and transfer data for the project. A mixed-method design will be employed to measure the impacts of the program and changes ov er time in crime and law enforcement actions by tracking the number and location of cameras installed and Page 329 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda specific outcomes such as plates read, v ehicles identified, inv estigations launched, arrests, etc. Similar methods will be used to gauge the impact of the ‘Engrav e and Sav e’ program (i.e., catalytic conv erter painting and engrav ings). The impacts of educational campaigns will be measured based on the reach of content, knowledge gained, and participant satisfaction. Descriptiv e, bi- v ariate, and multi-v ariate analyses will be conducted to describe the population impacted by v ehicle and v ehicle accessory thefts, demonstrate trends in related crime/arrest rates (e.g., motor v ehicle theft, property crime rates ov erall), identify factors predictiv e of lowering v ehicle and v ehicle accessory theft rates and determine the efficacy of education initiativ es. Budget Instructions Applicants are required to submit a Proposal Budget and Budget Narrativ e (Budget Attachment). Upon submission the Budget Attachment will become Section 5: Budget (Budget Tables & Narrativ e) making up part of the official proposal. The Budget Attachment must be filled out completely and accurately. Applicants are solely responsible for the accuracy and completeness of the information entered in the Proposal Budget and Budget Narrativ e. The Proposal Budget must cov er the entire grant period. For additional guidance related to grant budgets, refer to the BSCC Grant Administration Guide. The Budget Attachment is prov ided as a stand-alone document on the BSCC website. Budget Attachment Organized-Retail-Theft-Prev ention-Grant-Program-BUDGET-Attachment.xlsx SECTION V - ATTACHMENTS This section list the attachments that are required at the time of submission, unless otherwise noted. Project W ork Plan (Appendix B) Mandatory Grantee Assurance for Non-Gov ernmental Organizations Appendix D) - Mandatory Local Impact Letter(s) (Appendix E) - Mandatory Letter(s) of Commitment (Appendix F) - If Applicable Policies Limiting Racial Bias - Refer to page 9 of the Proposal Instruction Packet - Mandatory Policies on Surv eillance Technology - Refer to page 9 of the Proposal Instruction Packet - If Applicable Certification of Compliance with BSCC Policies on Debarment, Fraud, Theft, and Embezzlement (Appendix G) - Mandatory Gov erning Board Resolution (Appendix H) - Optional Project W ork Plan (Appendix B) Project-W ork-Plan-ORT.pdf Grantee Assurance for Non-Governmental Organizations (Appendix D) Grantee_Assurance_for_NGO_Signed.pdf Local Impact Letter(s) (Appendix E) Local_Impact_Letter_Final.pdf Page 330 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Letter(s) of Commitment, Appendix F) n/a Policies Limiting Racial Bias Bias-Based_Policing_Policy.pdf Policies on Surveillance Technology n/a Certification of Compliance with BSCC Policies on Debarment, Fraud, Theft, and Embezzlement Appendix G) Cert_of_Compliance_Signed.pdf OPTIONAL: Governing Board Resolution (Appendix H) n/a OPTIONAL: Bibliography n/a CONFIDENTIALITY NOTICE: All documents submitted as a part of the Organized Retail Theft Prev ention Grant Program proposal are public documents and may be subject to a request pursuant to the California Public Records Act. The BSCC cannot ensure the confidentiality of any information submitted in or with this proposal. (Gov . Code, § 6250 et seq.) Page 331 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Organized Retail Theft Prevention Grant Program Applicants must complete a Project Work Plan. This Project Work Plan identifies measurable goals and objectives, process and outcome measures, activities and services, responsible parties for those activities and services, data sources and estimated timelines. Completed plans should (1) identify the project’s top goals and objectives; (2) identify how the goal(s) will be achieved in terms of the activities, responsible staff/partners, and start and end dates, process and outcome measures; and 3) provide goals and objectives with a clear relationship to the need and intent of the grant. As this grant term is for three (3) years, the Project Work Plan must attempt to identify activities/services and estimate timelines for the entire grant term. A minimum of one goal and corresponding objectives, process measures, etc. must be identified. Applicants must use the Project Work Plan provided below. You will be prompted to upload this document to the BSCC-Submittable Application. 1) Goal: > Decrease the number of vehicles stolen and catalytic converter (accessories) stolen Objectives (A., B., etc.) (A): Increase the number of stolen vehicles located. B): Increase the amount of arrests for vehicle thefts and catalytic converter thefts Process Measures and Outcome Measures: Number of vehicles stolen and recovered, number of suspects identified, number of arrests, number of catalytic converter thefts and recoveries, number of crimes, arrests, citations, and field interviews per penal code sections. Project activities that support the identified goal and objectives: Responsible staff/partners Timeline Start Date End Date Have the dedicated auto theft investigator evaluate every vehicle theft case, arrest more vehicle thieves, and submit cases to the district attorney for evaluation. CVPD 1/1/2024 12/31/2026 Conduct surveillance and enforcement operations on stolen vehicles and known vehicle thieves, to follow-up on tips and other intelligence. CVPD 1/1/12024 12/31/2026 Utilize technology to help solve more cases. CVPD 1/1/2024 12/31/2026 List data and sources to be used to measure outcomes: > Excel tracking complied by CVPD and ARJIS crime data compiled by SANDAG. Appendix B: Project Work Plan Page 332 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Organized Retail Theft Prevention Grant Program 2) Goal: Using technology to solve crime by installing and using License Plate Readers (LPR) Objectives (A., B., etc.) (A) Solve more vehicle theft, catalytic converter theft, and ORT crimes by using new technology. Process Measures and Outcome Measures: Number, cost, and location of the LPR cameras installed. Number of license plates read, number of investigations launched, number of operations/inspections conducte d, number of vehicles identified. Project activities that support the identified goal and objectives: Responsible staff/partners Timeline Start Date End Date Install 150 LPR cameras throughout the entire city and get the LPR system up and running CVPD 10/1/2023 01/31/2024 Utilize the LPR system to start locating stolen vehicles. Track how many vehicles were scanned, how many vehicles were occupied stolen vehicles, and how many were located unoccupied. CVPD 1/1/2024 12/31/2026 List data and sources to be used to measure outcomes: > Excel tracking complied by CVPD 3) Goal: > Increase public awareness on vehicle theft and catalytic converter theft. Objectives (A., B., etc.) A) Increase public education on vehicle and catalytic converter theft by participating in community forums and posting information on multiple social media platforms. Process Measures and Outcome Measures: Number of catalytic converters engraved/painted, number of operations/inspections conducted, number of posts per platform, themes and topics of campaigns, attendance and topics of community education forums, demographics and sentiments toward LPR program, knowledge gained about theft program. Project activities that support the identified goal and objectives: Responsible staff/partners Timeline Start Date End Date Hold catalytic converter ‘Engrave and Save’ events, on a bi-monthly basis. Goal to engrave 75 - 100 catalytic converters per event. CVPD 1/1/2024 12/31/2026 Page 333 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Organized Retail Theft Prevention Grant Program Utilize various social media platforms to post vehicle and catalytic converter theft information on a monthly basis. CVPD 1/1/2024 12/31/2026 Participate in community forums and public education campaigns, educating the public on the various thefts, handing out educational materials, and providing vehicle theft prevention materials, ie, the Club anti-theft devices. CVPD 1/1/2024 12/31/2026 List data and sources to be used to measure outcomes: > Excel tracking complied by CVPD, attendance sheets complied by CVPD, participant pre and post surveys compiled by CVPD, participant post surveys complied by CVPD, social media insights from CVPD. Page 334 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Total 850,880.00 1,509,026.00 0.00 0.00 144,250.00 250,000.00 0.00 7,650.00 276,180.00 3,037,986.00 Total 45,185.00 189,778.00 199,267.00 209,230.00 24,820.00 148,920.00 33,680.00 0.00 850,880.00 Total 1,350,000.00 94,500.00 52,500.00 8,758.00 1,000.00 2,268.00 0.00 0.00 1,509,026.00 2b. Services and Supplies Narrative: TOTAL Description of Services or Supplies Calculation for Expenditure 3000 each includes camera hardware, solar power, mounting equipment, warranty, cloud hosting, LTE connectivity, unlimited user licenses, hotlist integration & alerts, and ongoing software enhancements per year. 150 x $3000 = 450,000 x 3 years = $1,350,000 Services and supplies requested are described and itemized above. Printing cost Paint for Engrave and Save events: high heat paint for catalytic converters; $21/can x 6 cans/event x 6 events/year x 3 years = $2,268 TOTAL 1500 each will allow for possibility of live streaming, playback with pause, fast-forward, rewind, and up to a 30-day retention time. 9 (existing) + 12 (additional) = 21 x $1,500 = $31,500 x 3 years = $94,500 1 Sergeant at $110.66 x 300 total hours over 3 years + Medicare 1.0 FTE Annual Salary and Benefits - Year 2 (1/1/25-12/31/25) ORT Prevention Detective 504 Auto Theft Steering Wheel Lock $15.57 each x 504 = $7,847.28, plus $204.00 shipping, and $706.50 tax = $8757.78 9. Indirect Costs ORT Prevention Detective Organized Retail Theft Prevention Grant Program - Project Budget and Budget Narrative 44-Month Budget: October 1, 2023 to June 1, 2027 Chula Vista Police Department 2a. Services and Supplies Name of Applicant: One-time initial installation cost for 150 cameras Budget Line Item Note: Rows 7-16 will auto-populate based on the information entered in the budget line items (Salaries and Benefits, Services and Supplies, etc.) 1,000 Educational Flyers/Postcards Flock Security Camera Installation High Heat Resistant Paint Operation & Investigation Overtime Detectives 9 Detectives $97.86/hr x 1500 total hours over 3 years + Medicare Operation & Investigation Overtime Sergeant 150 Flock LPR Cameras - Subscription Cost Integration into Existing Traffic Camera Software 1. Salaries & Benefits 4. Non-Governmental Organization (NGO) Subcontracts 6. Equipment/Fixed Assets 7. Financial Audit (Up to $25,000) 8. Other (Travel, Training, etc.) 1a. Salaries & Benefits Description of Salaries & Benefits (% FTE or Hourly Rate) & Benefits ORT Prevention Detective 0.25 FTE Annual Salary and Benefits - Implemetation (10/1/23-12/31/23) ORT Prevention Detective 1.0 FTE Annual Salary and Benefits - Year 1 (1/1/24-12/31/24) 2. Services and Supplies 3. Professional Services or Public Agencies 5. Data Collection and Evaluation 1.0 FTE Annual Salary and Benefits - Year 3 (1/1/26-12/31/26) Implementation Overtime Detective Assistance OT rate of $97.86/hr x 250 hours + $354.75 Medicare TOTAL 1b. Salaries & Benefits Narrative: 643,460 for ORT Prevention Detective pay and benefits (October 1, 2023 to December 31, 2026); $24,820 for ORT Prevention Detective implementation overtime; $148,920 for 1500 hours of Detectives for operation & investigtion overtime for entire grant period; $33,680 for 300 hours of Sergeant for operation & investigation overtime for entire grant period. The necessity of overtime is what helps make this grant successful. Most criminals do not work 7am-5pm like most detectives, so the need to conduct operations after hours to follow suspects and build cases is needed. The amount requested 1,500 hours for nine detectives and 300 hours for one supervisor, span over three years) for overtime accounts for approximately 10 hours of overtime per detective and supervisor. A standard operation is 4-5 hours and in order to be successful, have a minimum of five detectives and one supervisor. In addition to these operations, we will also host bi-monthly ‘Engrave and Save’ catalytic converter events as well as other public education campaigns. Most of these events occur on weekends and evenings, which again falls outside a detectives normal work hours. The overtime amount requested is reasonable and will ensure an adequate amount of staffing necessary to accomplish the goals of this grant Page 335 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Description of Professional Service(s)Total 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3b. Professional Services Narrative Total 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Total 144,250.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 144,250.00 SANDAG's services will include evaluation plan, data collection tools & training, data collection & analysis, survey design, quaarterly & final reports. Calculation for Expenditure Enter narrative here. You may expand cell height if needed. SANDAG - Local Evaluation Plan/Report 6a. Equipment/Fixed Assets TOTAL Description of Data Collection and Evaluation 4a. Non-Governmental Organization (NGO) Subcontracts Calculation for Expense 3a. Professional Services 5b. Data Collection and Evaluation Narrative The funds requested are to support project evaluation services by SANDAG. SANDAG will ensure ongoing monitoring and quality control of proposed program implementation, as well as documenting and assessing whether it is achieving the intended goals and outcomes. SANDAG will conduct both a process and outcome evaluation. SANDAG staff will be involved from the beginning of program development to ensure evaluation accurately measures program goals and objectives, to develop needed data collection tools, establish research timelines and protocols, and finalize the Local Evaluation Plan (LEP). TOTALS 5a. Data Collection and Evaluation Calculation for Expense TOTALS 4b. Non-Governmental Organization (NGO) Subcontracts Narrative Enter narrative here. You may expand cell height if needed. Description of Non-Governmental Organization NGO) Subcontracts Page 336 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Description of Equipment/Fixed Assets Total 250,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 250,000.00 Total 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Total 7,650.00 0.00 0.00 0.00 0.00 0.00 7,650.00 Grant Funds Total 276,180 $276,180 0 There are currently eight Property Crimes Detectives and one Sergeant. However, there are only five vehicles for the unit. With the addition of one ORT Prevention Detective, five vehicles will be needed to ensure each Detective can go into the field and enforce auto theft and organized retail theft investigations, which is crucial to the success of the program. 40,000 MSRP of each vehicle + $10,000 for Police Equipment outfitting TOTALS 6b. Equipment/Fixed Assets Narrative Calculation for Expense Purchase Five (5) Detective Vehicles 8a.Other (Travel, Training, etc.) Description Calculation for Expense Western States Auto Theft Investigators (SWATI) Conference Two detectives will attend per year, with per person costs as follows: Conference registration $325, lodging $400, Airfare $350, rental car $200 = $1,275 x 2 detectives x 3 years = $7,650 7a.Financial Audit Description Calculation for Expense For this grant program, indirect costs may be charged using only one of the two options below: 1) Indirect costs not to exceed 10 percent (10%) of the total grant award. Applicable if the organization does not have a federally approved indirect cost rate. If using Option 1) grant funds allocated to Indirect Costs may not exceed: TOTAL 7b. Financial Audit) Narrative: Enter narrative here. You may expand cell height if needed. 9a. Indirect Costs 8b. Other (Travel, Training, etc.) Narrative: The WSATI is collaborative association of detectives from all western states in the USA. Specifically, the training put on by the California sector is specific auto theft training for California detectives. They go over the current trends in auto theft, new and innovative ways to investigate these crimes, and network on how prior cases were handled to ensure success in future investigations. Sending two detectives to the annual training conference will ensure our unit is up to date on auto theft investigations and will create a great network of detectives to reach out to when we have questions on certain investigations or to collaborate on new ideas. This will in turn, create more success for the grant by ensuring we have the best training and can close the most cases. TOTAL Page 337 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 0 $0 0 TOTAL $276,180 $276,180 9b. Indirect Costs Narrative: Indirect costs not to exceed 10 percent (10%) of the total grant award of $2,761,806 = $276,180 Please see instructions tab for additional information regarding Indirect Costs. If the amount exceeds the maximum allowed and/or turns red , please adjust it to not exceed the line-item noted. 2) Indirect costs not to exceed 20 percent (20%) of the total grant award. Applicable if the organization has a federally approved indirect cost rate. Amount claimed may not exceed the organization's federally approved indirect cost rate. If using Option 2) grant funds allocated to Indirect Costs may not exceed: Page 338 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda CITYOF CHULAVISTA Police Department July 6, 2023 Board of State and Community Corrections 2590 Venture Oaks Way, Suite 200 Sacramento, CA 95833 Subject: Organized Retail Theft Prevention Grant Program The proposed grant will assist the Chula Vista Police Department combat vehicle and accessory theft within the city. The City of Chula Vista has a population of over 279,000 people, and unfortunately, we experience a high rate of vehicle and accessory theff. In the last year, there have been 995 reports of vehicle theft and approximately 180 reports of catalytic converter theft in the city. Most of these thefts occur in the lower socioeconomic areas of our community. These areas are more densely populated with fewer security measures. Simply put, more cars are parked on the street in a smaller geographic area without the benefit of gated communities or other security measures, increasing the likelihood of the vehicle being targeted. In lower socioeconomic communities, families rely more on a single vehicle and depend on that vehicle to get to work. Also, in lower socioeconomic neighborhoods, these vehicles are typically underinsured, and the cost to replace the car or the vehicle accessory is too expensive for families to bear and can't afford to replace the vehicle. With the assistance of this grant and the tools we will utilize, we can take a proactive approach to lowering the amount of vehicle and accessory theff occurring in these areas and other parts of the community. This program will use a two-pronged approach to address this issue. It will use technology and education of the public to reduce this type of theff. Our agency is continually reaching out to the public via social media and hosting catalytic converter "Engrave and Save" events that positively impact on the community. The grant will further support this endeavor. We define the positive impact on the community as deterring organized criminals from targeting Chula Vista citizens' vehicles and reducing the number of victims of this particular Cnme. Using advanced technology to identify the vehicles driven by suspects into or away from the community, law enforcement can develop more actionable leads and better identify series- related crimes. Identifying these suspects will lead to more closed cases and more cases referred to the San Diego County District Attorney's Office for prosecution. Although there will be an increase in referred cases to the DA's Office, we confirmed it is well-positioned to evaluate these cases and prosecute them. Their agency has divisions within their organization 315 Fourth Avenue, MS P-200, Chula Vista, CA 91910 www.chulavistapd.org 619-691-5150 fax (619) 476-2427 Page 339 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Organized Retail Theft Prevention Grant Local In'ipact Letter to prosecute these cases specifically. Our agency has a strong working relationship with the DA's Office, which supports us in obtaining the grant for this purpose. The evidence from technology and other physical evidence will provide prosecutors with the most significant proof to support more convictions, longer custody sentences, and potentially fewer victims over time. Career criminals will avoid communities with this technology to reduce their risk of apprehension and prosecution in organized vehicle and vehicle accessory theTt cases. Sincerely, Summer Stephan San Diego County District Attorney 315 Fourth Avenue, MS P'200, Chula Vista, CA 91910 www.chulavistapd.org 619-691'5150 fax (619) 476-2427Page 340 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Policy 402 Chula Vista Police Department Chula Vista PD Policy Manual Copyright Lexipol, LLC 2023/05/27, All Rights Reserved. Published with permission by Chula Vista Police Department Bias-Based Policing - 1 Bias-Based Policing 402.1 PURPOSE AND SCOPE This policy provides guidance to department members that affirms the Chula Vista Police Department's commitment to policing that is fair and objective. Nothing in this policy prohibits the use of specified characteristics in law enforcement activities designed to strengthen the department's relationship with its diverse communities (e.g., cultural and ethnicity awareness training, youth programs, community group outreach, partnerships). 402.1.1 DEFINITIONS Definitions related to this policy include: Bias-based policing - An inappropriate reliance on actual or perceived characteristics such as race, ethnicity, national origin, religion, sex, sexual orientation, gender identity or expression, economic status, age, cultural group, disability, or affiliation with any non-criminal group (protected characteristics) as the basis for providing differing law enforcement service or enforcement (Penal Code § 13519.4). 402.2 POLICY The Chula Vista Police Department is committed to providing law enforcement services to the community with due regard for the racial, cultural or other differences of those served. It is the policy of this department to provide law enforcement services and to enforce the law equally, fairly, objectively, and without discrimination toward any individual or group. Race, ethnicity or nationality, religion, gender, sexual orientation, economic status, age, cultural group, disability or affiliation with any other similar identifiable group shall not be used as the basis for providing differing levels of law enforcement service or the enforcement of the law. 402.3 BIAS-BASED POLICING PROHIBITED Bias-based policing is strictly prohibited. No department member should create a call for service, respond to a call for service, or take any other official action when the action or call are based solely on a person's race, national origin, religion, age, disability, sex, sexual orientation, gender identity, medical condition, genetic information, marital status, military or veteran status, or any other protected characteristics. However, nothing in this policy is intended to prohibit an officer from considering protected characteristics in combination with credible, timely and distinct information connecting a person or people of a specific characteristic to a specific unlawful incident, or to specific unlawful incidents, specific criminal patterns or specific schemes. Page 341 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Bias-Based Policing Copyright Lexipol, LLC 2023/05/27, All Rights Reserved. Published with permission by Chula Vista Police Department Bias-Based Policing - 2 402.3.1 CALIFORNIA RELIGIOUS FREEDOM ACT Members shall not collect information from a person based on religious belief, practice, affiliation, national origin or ethnicity unless permitted under state or federal law (Government Code § 8310.3). Members shall not assist federal government authorities (Government Code § 8310.3): a)In compiling personal information about a person’s religious belief, practice, affiliation, national origin or ethnicity. b)By investigating, enforcing or assisting with the investigation or enforcement of any requirement that a person register with the federal government based on religious belief, practice, or affiliation, or national origin or ethnicity. 402.4 MEMBER RESPONSIBILITIES Every member of this department shall perform his/her duties in a fair and objective manner and is responsible for promptly reporting any suspected or known instances of bias-based policing to a supervisor. Members should, when reasonable to do so, intervene to prevent any biased-based actions by another member. 402.4.1 REASON FOR CONTACT Officers contacting a person shall be prepared to articulate sufficient reason for the contact, independent of the protected characteristics of the individual. To the extent that written documentation would otherwise be completed (e.g., arrest report, field interview (FI) card), the involved officer should include those facts giving rise to the contact, as applicable. Except for required data-collection forms or methods, nothing in this policy shall require any officer to document a contact that would not otherwise require reporting. 402.4.2 REPORTING OF STOPS Unless an exception applies under 11 CCR 999.227, an officer conducting a stop of a person shall collect the data elements required by 11 CCR 999.226 for every person stopped and prepare a stop data report. When multiple officers conduct a stop, the officer with the highest level of engagement with the person shall collect the data elements and prepare the report (11 CCR 999.227). If multiple agencies are involved in a stop and the Chula Vista Police Department is the primary agency, the Chula Vista Police Department officer shall collect the data elements and prepare the stop data report (11 CCR 999.227). The stop data report should be completed by the end of the officer’s shift or as soon as practicable 11 CCR 999.227). Page 342 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Bias-Based Policing Copyright Lexipol, LLC 2023/05/27, All Rights Reserved. Published with permission by Chula Vista Police Department Bias-Based Policing - 3 402.5 SUPERVISOR RESPONSIBILITIES Supervisors should monitor those individuals under their command for compliance with this policy and shall handle any alleged or observed violations in accordance with the Personnel Complaints Policy. a)Supervisors should discuss any issues with the involved officer and his/her supervisor in a timely manner. 1.Supervisors should document these discussions, in the prescribed manner. b)Supervisors should periodically review MAV recordings, portable audio/video recordings, Mobile Digital Computer (MDC) data and any other available resource used to document contact between officers and the public to ensure compliance with the policy. 1.Supervisors should document these periodic reviews. 2.Recordings or data that capture a potential instance of bias-based policing should be appropriately retained for administrative investigation purposes. c)Supervisors shall initiate investigations of any actual or alleged violations of this policy. d)Supervisors should take prompt and reasonable steps to address any retaliatory action taken against any member of this department who discloses information concerning bias-based policing. 402.6 ADMINISTRATION Each year, the Operations Division Commander should review the efforts of the department to provide fair and objective policing and submit an annual report, including public concerns and complaints, to the Chief of Police. The annual report should not contain any identifying information about any specific complaint, member of the public or officers. It should be reviewed by the Chief of Police to identify any changes in training or operations that should be made to improve service. Supervisors should review the annual report and discuss the results with those they are assigned to supervise. 402.7 TRAINING Training on fair and objective policing and review of this policy should be conducted as directed by the Professional Standards Unit. a)All sworn members of this department will be scheduled to attend Peace Officer Standards and Training (POST)-approved training on the subject of bias-based policing. b)Pending participation in such POST-approved training and at all times, all members of this department are encouraged to familiarize themselves with and consider racial and cultural differences among members of this community. Page 343 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Bias-Based Policing Copyright Lexipol, LLC 2023/05/27, All Rights Reserved. Published with permission by Chula Vista Police Department Bias-Based Policing - 4 c)Each sworn member of this department who received initial bias-based policing training will thereafter be required to complete an approved refresher course every five years, or sooner if deemed necessary, in order to keep current with changing racial, identity and cultural trends (Penal Code § 13519.4(i)). 402.8 REPORTING TO CALIFORNIA DEPARTMENT OF JUSTICE The Professional Standards Unit Manager shall ensure that all data required by the California Department of Justice (DOJ) regarding complaints of racial bias against officers is collected and provided to the Records Manager for required reporting to the DOJ (Penal Code § 13012; Penal Code § 13020). See the Police Support Services Policy. Supervisors should ensure that data stop reports are provided to the Records Manager for required annual reporting to the DOJ (Government Code § 12525.5) (See Records Bureau Policy). Page 344 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 1 of 1 APPENDIX A: Organized Retail Theft Grant Program Scoring Panel Roster Name Title Organization / Agency 1 Ryan Allain Director Government Affairs, California Retailers Association 2 Chesa Boudin Executive Director Criminal Law & Justice Center – UC Berkeley School of Law 3 Michelle Brown Retired Chief Probation Officer San Bernardino County 4 Derek Casebeer Chief Deputy Sacramento County Probation Department 5 Tracie Cone Public Information Officer Board of State and Community Corrections 6 Jason Craven Officer CA Highway Patrol Organized Retail Crime Task Force & Sacramento County Auto Theft Suppression Task Force 7 Jason Daughrity Retired CHP Captain Commander of Field Support Section 8 Sandra Dinong Associate Governmental Program Analyst Board of State and Community Corrections 9 Evonne Garner Retired Deputy Director Board of State and Community Corrections 10 Mary Jolls Retired Deputy Director Board of State and Community Corrections 11 Nicole Kirkaldy Restorative Justice and Diversion Program Director Yolo County District Attorney's Office 12 Mercedes Morales Associate Governmental Program Analyst Board of State and Community Corrections 13 Ryan Okimura Staff Services Manager I Board of State and Community Corrections 14 Nancy O’Malley Retired District Attorney Alameda County 15 Chelsea Paez Staff Services Manager I Board of State and Community Corrections 16 Bao Phan Associate Governmental Program Analyst Board of State and Community Corrections 17 Rodney Rego Captain Elk Grove Police Department 18 Michelle Solorzano Sr. Project Manager City of El Monte 19 Ashley Taylor Associate Governmental Program Analyst Board of State and Community Corrections 20 Eric Taylor Sheriff San Benito County Page 345 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 1 of 2 APPENDIX B: Grantee Assurance for Non-Governmental Organizations The Organized Retail Theft Grant Program Request for Proposals (RFP) includes requirements that apply to non-governmental organizations (NGOs)1 providing services with grant funds. Grantees are responsible for ensuring that all contracted third parties continually meet these requirements as a condition of receiving funds. The RFP describes these requirements as follows: Any non-governmental organization that receives Organized Retail Theft Grant Program Grant funds (as either a subgrantee or subcontractor) must: Have been duly organized, in existence, and in good standing for at least six (6) months prior to the effective date of its fiscal agreement with the BSCC or with the Organized Retail Theft Grant Program grantee; o Non-governmental entities that have recently reorganized or have merged with other qualified non-governmental entities that were in existence prior to the six (6) month date are also eligible, provided all necessary agreements have been executed and filed with the California Secretary of State prior to the start date of the grant agreement with the BSCC or the start date of the grantee subcontractor fiscal agreement; Be registered with the California Secretary of State’s Office, if applicable; Have a valid Employer Identification Number (EIN) or Taxpayer ID (if sole proprietorship); Have a valid business license, if applicable; Have no outstanding civil judgments or liens; Have any other state or local licenses or certifications necessary to provide the services requested e.g., facility licensing by the Department of Health Care Services), if applicable; and Have a physical address within California. (An agent for service of process with a California address is insufficient.) Completing the NGO Assurance (Following Page) 1. Provide the name of the Applicant Agency (the Grantee), 2. List all contracted parties (if known), 3. Check Yes or No to indicate if each contracted part meets the requirements 4. Sign and Submit to the BSCC NOTE: If the name of the contracted party is unknown or if there will be no contracted parties. Write N/A in the “Name of Contracted Party” field and sign the document. 1 For the purposes of this RFP, NGOs include nonprofit and for-profit community-based organizations, faith-based organizations, evaluators except government institutions such as universities), grant management companies, and any other non-governmental agency or individual. Page 346 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista PD BSCC 1146-23 Page 2 of 2 APPENDIX B: Grantee Assurance for Non-Governmental Organizations Provide your agency name and in the table list information for all contracted parties. Grantee: Grantees are required to update this list and submit it to BSCC any time a new third-party contract is executed after the initial assurance date. Grantees shall retain (on-site) applicable source documentation for each contracted party that verifies compliance with the requirements listed in the RFP. The BSCC will not reimburse for costs incurred by any third party that does not meet the requirements listed above and for which the BSCC does not have a signed grantee assurance on file. A signature below is an assurance that all requirements listed above have been met. AUTHORIZED SIGNATURE This document must be signed by the person who is authorized to sign the Grant Agreement.) NAME OF AUTHORIZED OFFICER TITLE TELEPHONE NUMBER STREET ADDRESS CITY STATE ZIP CODE EMAIL ADDRESS SIGNATURE DATE X Name of Contracted Party Address Email / Phone Meets All Requirements Yes No Yes No Yes No Yes No Yes No Page 347 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 1 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 CITY OF CHULA VISTA CONTRACTOR/SERVICE PROVIDER SERVICES AGREEMENT WITH SAN DIEGO ASSOCIATION OF GOVERNMENTS TO PROVIDE PROGRAM EVALUATION SERVICES FOR THE ORGANIZED RETAIL THEFT GRANT PROGRAM This Agreement is entered into effective as of October 1, 2023 (“Effective Date”) by and between the City of Chula Vista, a chartered municipal corporation (“City”) and SAN DIEGO ASSOCIATION OF GOVERNMENTS, A California Corporation (“Contractor/Service Provider”) (collectively, the “Parties” and, individually, a “Party”) with reference to the following facts: RECITALS WHEREAS, the San Diego Association of Governments (SANDAG) serves as the forum for regional decision-making for the San Diego region, which is governed by a Board of Directors of mayors, councilmembers, and county supervisors for each of the region’s 19 local governments; and WHEREAS, the Applied Research Division (ARD) of SANDAG will work with the City to support the goals and objectives outlined in the Organized Retail Theft Grant Program; and WHEREAS, Contractor/Service Provider warrants and represents that it is experienced and staffed in a manner such that it can deliver the services required of Contractor/Service Provider to City in accordance with the time frames and the terms and conditions of this Agreement. [End of Recitals. Next Page Starts Obligatory Provisions.] Page 348 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 2 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 OBLIGATORY PROVISIONS NOW, THEREFORE, in consideration of the above recitals, the covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which the Parties hereby acknowledge, City and Contractor/Service Provider hereby agree as follows: 1. SERVICES 1.1 Required Services. Contractor/Service Provider agrees to perform the services, and deliver to City the “Deliverables” (if any) described in the attached Exhibit A, incorporated into the Agreement by this reference, within the time frames set forth therein, time being of the essence for this Agreement. The services and/or Deliverables described in Exhibit A shall be referred to herein as the “Required Services.” 1.2 Reductions in Scope of Work. City may independently, or upon request from Contractor/Service Provider, from time to time, reduce the Required Services to be performed by the Contractor/Service Provider under this Agreement. Upon doing so, City and Contractor/Service Provider agree to meet and confer in good faith for the purpose of negotiating a corresponding reduction in the compensation associated with the reduction in Required Services to be performed. 1.3 Additional Services. Subject to compliance with the City’s Charter, codes, policies, procedures and ordinances governing procurement and purchasing authority, City may request Contractor/Service Provider provide additional services related to the Required Services (“Additional Services”). If so, City and Contractor/Service Provider agree to meet and confer in good faith for the purpose of negotiating an amendment to Exhibit A, to add the Additional Services. Unless otherwise agreed, compensation for the Additional Services shall be charged and paid consistent with the rates and terms already provided therein. Once added to Exhibit A, “Additional Services” shall also become “Required Services” for purposes of this Agreement. 1.4 Standard of Care. Contractor/Service Provider expressly warrants and agrees that any and all Required Services hereunder shall be performed in accordance with the highest standard of care exercised by members of the profession currently practicing under similar conditions and in similar locations. 1.5 No Waiver of Standard of Care. Where approval by City is required, it is understood to be conceptual approval only and does not relieve the Contractor/Service Provider of responsibility for complying with all laws, codes, industry standards, and liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of the Contractor/Service Provider or its subcontractors. 1.6 Security for Performance. In the event that Exhibit A Section 5 indicates the need for Contractor/Service Provider to provide additional security for performance of its duties under this Agreement, Contractor/Service Provider shall provide such additional security prior to commencement of its Required Services in the form and on the terms prescribed on Exhibit A, or as otherwise prescribed by the City Attorney. 1.7 Compliance with Laws. In its performance of the Required Services, Contractor/Service Provider shall comply with any and all applicable federal, state and local laws, including the Chula Vista Municipal Code. Page 349 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 3 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 1.8 Business License. Prior to commencement of work, Contractor/Service Provider shall obtain a business license from City. 1.9 Subcontractors. Prior to commencement of any work, Contractor/Service Provider shall submit for City’s information and approval a list of any and all subcontractors to be used by Contractor/Service Provider in the performance of the Required Services. Contractor/Service Provider agrees to take appropriate measures necessary to ensure that all subcontractors and personnel utilized by the Contractor/Service Provider to complete its obligations under this Agreement comply with all applicable laws, regulations, ordinances, and policies, whether federal, state, or local. In addition, if any subcontractor is expected to fulfill any responsibilities of the Contractor/Service Provider under this Agreement, Contractor/Service Provider shall ensure that each and every subcontractor carries out the Contractor/Service Provider’s responsibilities as set forth in this Agreement. 1.10 Term. This Agreement shall commence on May 1, 2023 (the “Effective Date”) and shall terminate, subject to Sections 6.1 and 6.2 of this Agreement, when the Parties have complied with all their obligations hereunder; provided, however, provisions which expressly survive termination shall remain in effect. 2. COMPENSATION 2.1 General. For satisfactory performance of the Required Services, City agrees to compensate Contractor/Service Provider in the amount(s) and on the terms set forth in Exhibit A, Section 4. Standard terms for billing and payment are set forth in this Section 2. 2.2 Detailed Invoicing. Contractor/Service Provider agrees to provide City with a detailed invoice for services performed each quarter, within forty-five (45) days of the end of the month in which the services were performed, unless otherwise specified in Exhibit A. Invoicing shall begin on the first of the month following the Effective Date of the Agreement. All charges must be presented in a line item format with each task separately explained in reasonable detail. Each invoice shall include the current monthly amount being billed, the amount invoiced to date, and the remaining amount available under any approved budget. Contractor/Service Provider must obtain prior written authorization from City for any fees or expenses that exceed the estimated budget. 2.3 Payment to Contractor/Service Provider. Upon receipt of a properly prepared invoice and confirmation that the Required Services detailed in the invoice have been satisfactorily performed, City shall pay Contractor/Service Provider for the invoice amount within thirty (30) days. Payment shall be made in accordance with the terms and conditions set forth in Exhibit A and section 2.4, below. At City’s discretion, invoices not timely submitted may be subject to a penalty of up to five percent (5%) of the amount invoiced. 2.4 Retention Policy. City shall retain ten percent (10%) of the amount due for Required Services detailed on each invoice (the “holdback amount”). Upon City review and determination of Project Completion, the holdback amount will be issued to Contractor/Service Provider. 2.5 Reimbursement of Costs. City may reimburse Contractor/Service Provider’s out-of-pocket costs incurred by Contractor/Service Provider in the performance of the Required Services if negotiated in advance and included in Exhibit A. Unless specifically provided in Exhibit A, Contractor/Service Provider shall be responsible for any and all out-of-pocket costs incurred by Contractor/Service Provider in the performance of the Required Services. Page 350 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 4 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 2.6 Exclusions. City shall not be responsible for payment to Contractor/Service Provider for any fees or costs in excess of any agreed upon budget, rate or other maximum amount(s) provided for in Exhibit A. City shall also not be responsible for any cost: (a) incurred prior to the Effective Date; or (b) arising out of or related to the errors, omissions, negligence or acts of willful misconduct of Contractor/Service Provider, its agents, employees, or subcontractors. 2.7 Payment Not Final Approval. Contractor/Service Provider understands and agrees that payment to the Contractor/Service Provider or reimbursement for any Contractor/Service Provider costs related to the performance of Required Services does not constitute a City final decision regarding whether such payment or cost reimbursement is allowable and eligible for payment under this Agreement, nor does it constitute a waiver of any violation by Contractor/Service Provider of the terms of this Agreement. If City determines that Contractor/Service Provider is not entitled to receive any amount of compensation already paid, City will notify Contractor/Service Provider in writing and Contractor/Service Provider shall promptly return such amount. 3. INSURANCE 3.1 Required Insurance. Contractor/Service Provider must procure and maintain, during the period of performance of Required Services under this Agreement, and for twelve months after completion of Required Services, the policies of insurance described on the attached Exhibit B, incorporated into the Agreement by this reference (the “Required Insurance”). The Required Insurance shall also comply with all other terms of this Section. 3.2 Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions relating to the Required Insurance must be disclosed to and approved by City in advance of the commencement of work. 3.3 Standards for Insurers. Required Insurance must be placed with licensed insurers admitted to transact business in the State of California with a current A.M. Best’s rating of A V or better, or, if insurance is placed with a surplus lines insurer, insurer must be listed on the State of California List of Eligible Surplus Lines Insurers (LESLI) with a current A.M. Best’s rating of no less than A X. For Workers’ Compensation Insurance, insurance issued by the State Compensation Fund is also acceptable. 3.4 Subcontractors. Contractor/Service Provider must include all sub-Contractor/Service Providers/sub- contractors, which have been approved by City pursuant to Section 1.9 above, as insureds under its policies and/or furnish separate certificates and endorsements demonstrating separate coverage for those not under its policies. Any separate coverage for sub-Contractor/Service Providers must also comply with the terms of this Agreement. 3.5 Additional Insureds. City, its officers, officials, employees, agents, and volunteers must be named as additional insureds with respect to any policy of general liability, automobile, or pollution insurance specified as required in Exhibit B or as may otherwise be specified by City’s Risk Manager. The general liability additional insured coverage must be provided in the form of an endorsement to the Contractor/Service Provider’s insurance using ISO CG 2010 (11/85) or its equivalent; such endorsement must not exclude Products/Completed Operations coverage. 3.6 General Liability Coverage to be “Primary.” Contractor/Service Provider’s general liability coverage must be primary insurance as it pertains to the City, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, empl oyees, or volunteers is Page 351 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 5 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 wholly separate from the insurance provided by Contractor/Service Provider and in no way relieves Contractor/Service Provider from its responsibility to provide insurance. 3.7 No Cancellation. No Required Insurance policy may be canceled by either Party during the required insured period under this Agreement, except after thirty days’ prior written notice to the City by certified mail, return receipt requested. Prior to the effective date of any such cancellation Contractor/Service Provider must procure and put into effect equivalent coverage(s). 3.8 Waiver of Subrogation. Contractor/Service Provider’s insurer(s) will provide a Waiver of Subrogation in favor of the City for each Required Insurance policy under this Agreement. In addition, Contractor/Service Provider waives any right it may have or may obtain to subrogation for a claim against City. 3.9 Verification of Coverage. Prior to commencement of any work, Contractor/Service Provider shall furnish City with original certificates of insurance and any amendatory endorsements necessary to demonstrate to City that Contractor/Service Provider has obtained the Required Insurance in compliance with the terms of this Agreement. The words “will endeavor” and “but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its agents, or representatives” or any similar language must be deleted from all certificates. The required certificates and endorsements should otherwise be o n industry standard forms. The City reserves the right to require, at any time, complete, certified copies of all required insurance policies, including endorsements evidencing the coverage required by these specifications. 3.10 Claims Made Policy Requirements. If General Liability, Pollution and/or Asbestos Pollution Liability and/or Errors & Omissions coverage are required and are provided on a claims -made form, the following requirements also apply: a. The “Retro Date” must be shown, and must be before the date of this Agreement or the beginning of the work required by this Agreement. b. Insurance must be maintained, and evidence of insurance must be provided, for at least five (5) years after completion of the work required by this Agreement. c. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a “Retro Date” prior to the effective date of this Agreement, the Contractor/Service Provider must purchase “extended reporting” coverage for a minimum of five (5) years after completion of the work required by this Agreement. d. A copy of the claims reporting requirements must be submitted to the City for review. 3.11 Not a Limitation of Other Obligations. Insurance provisions under this section shall not be construed to limit the Contractor/Service Provider’s obligations under this Agreement, including Indemnity. 3.12 Additional Coverage. To the extent that insurance coverage provided by Contractor/Service Provider maintains higher limits than the minimums appearing in Exhibit B, City requires and shall be entitled to coverage for higher limits maintained. Page 352 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 6 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 4. INDEMNIFICATION 4.1. General. To the maximum extent allowed by law, Contractor/Service Provider shall timely and fully protect, defend, reimburse, indemnify and hold harmless City, its elected and appointed officers, agents, employees and volunteers (collectively, “Indemnified Parties”), from and against any and all claims, demands, causes of action, costs, expenses, (including reasonable attorneys’ fees and court costs), liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions, negligence, or willful misconduct of Contractor/Service Provider, its officials, officers, employees, agents, and contractors, arising out of or in connection with the performance of the Required Services, the results of such performance, or this Agreement. This indemnity provision does not include any claims, damages, liability, costs and expenses arising from the sole negligence or willful misconduct of the Indemnified Parties. Also covered is liability arising from, connected with, caused by or claimed to be caused by the active or passive negligent acts or omissions of the Indemnified Parties which may be in combination with the active or passive negligent acts or omissions of the Contractor/Service Provider, its employees, agents or officers, or any third party. Each Party shall indemnify, defend and hold the other Party harmless from all liabilities, costs and expenses (including, without limitation, attorneys fees) that such Party may suffer, sustain or become subject to as a result of any breach of this Agreement by the indemnifying Party or the indemnifying Party’s negligence or willful misconduct in performance of its obligations under this Agreement. 4.2. Modified Indemnity Where Agreement Involves Design Professional Services. Notwithstanding the forgoing, if the services provided under this Agreement are design professional services, as defined by California Civil Code section 2782.8, as may be amended from time to time, the defense and indemnity obligation under Section 1, above, shall be limited to the extent required by California Civil Code section 2782.8. 4.3 Costs of Defense and Award. Included in Contractor/Service Provider’s obligations under this Section 4 is Contractor/Service Provider’s obligation to defend, at Contractor/Service Provider’s own cost, expense and risk, and with counsel approved in writing by City, any and all suits, actions or other legal proceedings that may be brought or instituted against one or more of the Indemnified Parties. Subject to the limitations in this Section 4, Contractor/Service Provider shall pay and satisfy any judgment, award or decree that may be rendered against one or more of the Indemnified Parties for any and all related legal expenses and costs incurred by any of them. 4.4. Contractor/Service Provider’s Obligations Not Limited or Modified. Contractor/Service Provider’s obligations under this Section 4 shall not be limited to insurance proceeds, if any, received by the Indemnified Parties, or by any prior or subsequent declaration by the Contractor/Service Provider. Furthermore, Contractor/Service Provider’s obligations under this Section 4 shall in no way limit, modify or excuse any of Contractor/Service Provider’s other obligations or duties under this Agreement. 4.5. Enforcement Costs. Contractor/Service Provider agrees to pay any and all costs and fees City incurs in enforcing Contractor/Service Provider’s obligations under this Section 4. 4.6 Survival. Contractor/Service Provider’s obligations under this Section 4 shall survive the termination of this Agreement. 5. FINANCIAL INTERESTS OF CONTRACTOR/SERVICE PROVIDER. Page 353 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 7 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 5.1 Form 700 Filing. The California Political Reform Act and the Chula Vista Conflict of Interest Code require certain government officials and Contractor/Service Providers performing work for government agencies to publicly disclose certain of their personal assets and income using a Statement of Economic Interests form (Form 700). In order to assure compliance with these requirements, Contractor/Service Provider shall comply with the disclosure requirements identified in the attached Exhibit C, incorporated into the Agreement by this reference. 5.2 Disclosures; Prohibited Interests. Independent of whether Contractor/Service Provider is required to file a Form 700, Contractor/Service Provider warrants and represents that it has disclosed to City any economic interests held by Contractor/Service Provider, or its employees or subcontractors who will be performing the Required Services, in any real property or project which is the subject of this Agreement. Contractor/Service Provider warrants and represents that it has not em ployed or retained any company or person, other than a bona fide employee or approved subcontractor working solely for Contractor/Service Provider, to solicit or secure this Agreement. Further, Contractor/Service Provider warrants and represents that it has not paid or agreed to pay any company or person, other than a bona fide employee or approved subcontractor working solely for Contractor/Service Provider, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Contractor/Service Provider further warrants and represents that no officer or employee of City, has any interest, whether contractual, non-contractual, financial or otherwise, in this transaction, the proceeds hereof, or in the business of Contractor/Service Provider or Contractor/Service Provider’s subcontractors. Contractor/Service Provider further agrees to notify City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement. For breach or violation of any of these warranties, City shall have the right to rescind this Agreement without liability. 6. REMEDIES 6.1 Termination for Cause. If for any reason whatsoever Contractor/Service Provider shall fail to perform the Required Services under this Agreement, in a proper or timely manner, or if Contractor/Service Provider shall violate any of the other covenants, agreements or conditions of this Agreement (each a “Default”), in addition to any and all other rights and remedies City may have under this Agreement, at law or in equity, City shall have the right to terminate this Agreement by giving five (5) days written notice to Contractor/Service Provider. Such notice shall identify the Default and the Agreement termination date. If Contractor/Service Provider notifies City of its intent to cure such Default prior to City’s specified termination date, and City agrees that the specified Default is capable of being cured, City may grant Contractor/Servic e Provider up to ten (10) additional days after the designated termination date to effectuate such cure. In the event of a termination under this Section 6.1, Contractor/Service Provider shall immediately provide City any and all ”Work Product” (defined in Section 7 below) prepared by Contractor/Service Provider as part of the Required Services. Such Work Product shall be City’s sole and exclusive property as provided in Section 7 hereof. Contractor/Service Provider may be entitled to compensation for work satisfactorily performed prior to Contractor/Service Provider’s receipt of the Default notice; provided, however, in no event shall such compensation exceed the amount that would have been payable under this Agreement for such work, and any such compensation shall be reduced by any costs incurred or projected to be incurred by City as a result of the Default. 6.2 Termination or Suspension for Convenience of City. Either Party may suspend or terminate this Agreement, or any portion of the Required Services, at any time and for any reason, with or without cause, by giving specific written notice to the Other Party of such termination or suspension at least fifteen (15) days prior to the effective date thereof. Upon receipt of such notice, Contractor/Service Provider shall immediately Page 354 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 8 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 cease all work under the Agreement and promptly deliver all “Work Product” (defined in Section 7 below) to City. Such Work Product shall be City's sole and exclusive property as provided in Section 7 hereof. Contractor/Service Provider shall be entitled to receive just and equitable compensation for this Work Product in an amount equal to the amount due and payable under this Agreement for work satisfactorily performed as of the date of the termination/suspension notice plus any additional remaining Required Services requested or approved by City in advance that would maximize City’s value under the Agreement. 6.3 Waiver of Claims. In the event City terminates the Agreement in accordance with the terms of this Section, Contractor/Service Provider hereby expressly waives any and all claims for damages or compensation as a result of such termination except as expressly provided in this Section 6. 6.4 Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising out of this Agreement against City unless a claim has first been presented in writing and filed with City and acted upon by City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, as same may be amended, the provisions of which, including such policies and procedures used by City in the implementation of same, are incorporated herein by this reference. Upon request by City, Contractor/Service Provider shall meet and confer in good faith with City for the purpose of resolving any dispute over the terms of this Agreement. 6.5 Governing Law/Venue. This Agreement shall be governed by and construed in accordance with the laws of the State of California. Any action arising under or relating to this Agreement shall be brought only in San Diego County, State of California. 6.6 Service of Process. Contractor/Service Provider agrees that it is subject to personal jurisdiction in California. If Contractor/Service Provider is a foreign corporation, limited liability company, or partnership that is not registered with the California Secretary of State, Contractor/Service Provider irrevocably consents to service of process on Contractor/Service Provider by first class mail directed to the individual and address listed under “For Legal Notice,” in section 1.B. of Exhibit A to this Agreement, and that such service shall be effective five days after mailing. 7. OWNERSHIP AND USE OF WORK PRODUCT All reports, studies, information, data, statistics, forms, designs, plans, procedures, systems and any other materials or properties produced in whole or in part under this Agreement in connection with the performance of the Required Services (collectively “Work Product”) shall be the sole and exclusive property of City. No such Work Product shall be subject to private use, copyrights or patent rights by Contractor/Service Provider in the United States or in any other country without the express, prior written consent of City. City shall have unrestricted authority to publish, disclose, distribute, and otherwise use, copyright or patent, in whole or in part, any such Work Product, without requiring any permission of Contractor/Service Provider, except as may be limited by the provisions of the Public Records Act or expressly prohibited by other applicable laws. With respect to computer files containing data generated as Work Product, Contractor/Service Provider shall make available to City, upon reasonable written request by City, the necessary functional computer software and hardware for purposes of accessing, compiling, transferring and printing computer files. The parties acknowledge that each is subject to the California Public Records Act (PRA), Government Code 6250 et seq. and each may be required to disclose Work Product upon request. The parties agree to notify each other if a party receives a PRA for Work Product before disclosure of any Work Product. 8. GENERAL PROVISIONS Page 355 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 9 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 8.1 Amendment. This Agreement may be amended, but only in writing signed by both Parties. 8.2 Assignment. City would not have entered into this Agreement but for Contractor/Service Provider’s unique qualifications and traits. Contractor/Service Provider shall not assign any of its rights or responsibilities under this Agreement, nor any part hereof, without City’s prior written consent, which City may grant, condition or deny in its sole discretion. 8.3 Authority. The person(s) executing this Agreement for Contractor/Service Provider warrants and represents that they have the authority to execute same on behalf of Contractor/Service Provider and to bind Contractor/Service Provider to its obligations hereunder without any further action or direction from Contractor/Service Provider or any board, principle or officer thereof. 8.4 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original, but all of which shall constitute one Agreement after each Party has signed such a counterpart. 8.5 Entire Agreement. This Agreement together with all exhibits attached hereto and other agreements expressly referred to herein, constitutes the entire Agreement between the Parties with respect to the subject matter contained herein. All exhibits referenced herein shall be attached hereto and are incorporated herein by reference. All prior or contemporaneous agreements, understandings, representations, warranties and statements, oral or written, are superseded. 8.6 Record Retention. During the course of the Agreement and for three (3) years following completion of the Required Services, Contractor/Service Provider agrees to maintain, intact and readily accessible, all data, documents, reports, records, contracts, and supporting materials relating to the performance of the Agreement, including accounting for costs and expenses charged to City, including such records in the possession of sub-contractors/sub-Contractor/Service Providers. 8.7 Further Assurances. The Parties agree to perform such further acts and to execute and deliver such additional documents and instruments as may be reasonably required in order to carry out the provisions of this Agreement and the intentions of the Parties. 8.8 Independent Contractor. Contractor/Service Provider is and shall at all times remain as to City a wholly independent contractor. Neither City nor any of its officers, employees, agents or volunteers shall have control over the conduct of Contractor/Service Provider or any of Contractor/Service Provider’s officers, employees, or agents (“Contractor/Service Provider Related Individuals”), except as set forth in this Agreement. No Contractor/Service Provider Related Individuals shall be deemed employees of City, and none of them shall be entitled to any benefits to which City employees are entitled, including but not limited to, overtime, retirement benefits, worker's compensation benefits, injury leave or other leave benefits. Furthermore, City will not withhold state or federal income tax, social security tax or any other payroll tax with respect to any Contractor/Service Provider Related Individuals; instead, Contractor/Service Provider shall be solely responsible for the payment of same and shall hold the City harmless with respect to same. Contractor/Service Provider shall not at any time or in any manner represent that it or any of its Contractor/Service Provider Related Individuals are employees or agents of City. Contractor/Service Provider shall not incur or have the power to incur any debt, obligation or liability whatsoever against City, or bind City in any manner. Page 356 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 10 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 8.9 Notices. All notices, demands or requests provided for or permitted to be given pursuant to this Agreement must be in writing. All notices, demands and requests to be sent to any Party shall be deemed to have been properly given or served if personally served or deposited in the United States mail, addressed to such Party, postage prepaid, registered or certified, with return receipt requeste d, at the addresses identified in this Agreement at the places of business for each of the designated Parties as indicated in Exhibit A, or otherwise provided in writing. 8.10 Electronic Signatures. Each Party agrees that the electronic signatures, whether digital or encrypted, of the Parties included in this Agreement are intended to authenticate this writing and to have the same force and effect as manual signatures. Electronic Signature means any electronic sound, symbol, or process attached to or logically associated with a record and executed and adopted by a Party with the intent to sign such record, including facsimile or email electronic signatures, pursuant to the California Uniform Electronic Transactions Act (Cal. Civ. Code §§ 1633.1 to 1633.17) as amended from time to time. (End of page. Next page is signature page.) Page 357 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 11 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 SIGNATURE PAGE CONTRACTOR/SERVICE PROVIDER SERVICES AGREEMENT IN WITNESS WHEREOF, by executing this Agreement where indicated below, City and Contractor/Service Provider agree that they have read and understood all terms and conditions of the Agreement, that they fully agree and consent to bound by same, and that they are freely entering into this Agreement as of the Effective Date. SAN DIEGO ASSOCIATION OF GOVERNMENTS CITY OF CHULA VISTA BY:________________________________ BY: ________________________________ CYNTHIA BURKE, PH.D. JOHN MCCANN DIRECTOR, RESEARCH AND PROGRAM MANAGEMENT MAYOR ATTEST BY: ________________________________ Kerry K. Bigelow, MMC City Clerk APPROVED AS TO FORM BY: _______________________________ Jill D.S. Maland Lounsbery Ferguson Altona & Peak Acting City Attorney Page 358 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 12 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 EXHIBIT A SCOPE OF WORK AND PAYMENT TERMS 1. Contact People for Contract Administration and Legal Notice A. City Contract Administration: Chula Vista Police Department Jonathan Alegre, Police Administrative Services Administrator 315 Fourth Avenue, Chula Vista, CA 91910 (619) 476-2570 jalegre@chulavistapd.org For Legal Notice Copy to: City of Chula Vista City Attorney 276 Fourth Avenue, Chula Vista, CA 91910 619-691-5037 CityAttorney@chulavistaca.gov B. Contractor/Service Provider Contract Administration: SAN DIEGO ASSOCIATION OF GOVERNMENTS 401 B Street, San Diego, CA 92101 (619) 699-1900 Cindy.Burke@sandag.org For Legal Notice Copy to: [same as above] 2. Required Services A. General Description: Contractor/Service Provider will provide program evaluation services to support the Organized Retail Theft Grant Program. B. Detailed Description: San Diego Association of Governments (SANDAG) will perform grant program evaluation as outlined in the proposal submitted to Board of State and Community Corrections (BSCC) for the Organized Retail Theft Grant Program. Serving as the outside evaluator, SANDAG will ensure ongoing monitoring and quality control of the grant program, as well as documenting and assessing achievement of proposed goals and outcomes. Project activities that support the goals and objectives of the Organized Retail Theft Grant Program include, but not limited to:  Attend meetings and collaborate with program partners and staff Page 359 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 13 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023  Coordinate with Chula Vista Police Department to establish data collection protocols and procedures early in the grant implementation phase  Develop Local Evaluation Plan (identifying/capturing appropriate program measures) and submit to BSCC no later than April 1, 2024  Provide timely data to program partners and staff to drive decisions  Create and maintain dashboards documenting up-to-date information regarding the effectiveness of the License Plate Reader (LPR) system and the impacts of the community engagement efforts and the “Engrave and Save” program  Conduct surveys to gauge the impact of Chula Vista Police Department’s retail theft prevention and educational campaigns and their perceptions of about the LPR technology  Complete quarterly reports describing progress made on program objectives  Complete Final Local Evaluation Report and submit to BSCC no later than June 1, 2027 3. Term: In accordance with Section 1.10 of this Agreement, the term of this Agreement shall begin October 1, 2023 and end on June 1, 2027 for completion of all Required Services. 4. Compensation: A. Form of Compensation ☒ Deliverables. For performance of the Required Services by Contractor/Service Provider as identified in Section 2.B., above, City shall pay Contractor/Service Provider for the productive hours of time spent by Contractor/Service Provider in the performance of the Required Services. B. Reimbursement of Costs ☒ None, the compensation includes all costs Notwithstanding the foregoing, the maximum amount to be paid to the Contractor/Service Provider for services performed through June 1, 2027 shall not exceed $144,250. 5. Special Provisions: ☐ Permitted Sub-Contractor/Service Providers: None. ☐ Security for Performance: None. ☐ Notwithstanding the completion date set forth in Section 3 above, City has option to extend this Agreement for Insert Number of Terms additional terms, defined as a one-year increment or Enter a Specific Date. if applicable. The City Manager or Director of Finance/Treasurer shall be authorized to exercise the extensions on behalf of the City. If the City exercises an option t o extend, each extension shall be on the same terms and conditions contained herein, provided that the amounts specified in Section 4 above may be increased by up to Insert Percentage of Increase or Actual Dollar Amount for each extension. The City shall give written notice to Contractor/Service Provider of the City’s election to exercise the extension via the Notice of Exercise of Option to Extend document. Such notice shall be provided at least 30 days prior to the expiration of the term. Page 360 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 14 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 ☒ None Page 361 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 15 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 EXHIBIT B INSURANCE REQUIREMENTS Contractor/Service Provider shall adhere to all terms and conditions of Section 3 of the Agreement and agrees to provide the following types and minimum amounts of insurance, as indicated by checking the applicable boxes (x). Type of Insurance Minimum Amount Form ☒ General Liability: Including products and completed operations, personal and advertising injury $2,000,000 per occurrence for bodily injury, personal injury (including death), and property damage. If Commercial General Liability insurance with a general aggregate limit is used, either the general aggregate limit must apply separately to this Agreement or the general aggregate limit must be twice the required occurrence limit Additional Insured Endorsement or Blanket AI Endorsement for City* Waiver of Recovery Endorsement Insurance Services Office Form CG 00 01 *Must be primary and must not exclude Products/Completed Operations ☒ Automobile Liability $1,000,000 per accident for bodily injury, including death, and property damage Insurance Services Office Form CA 00 01 Code 1-Any Auto Code 8-Hired Code 9-Non Owned ☒ Workers’ Compensation Employer’s Liability $1,000,000 each accident $1,000,000 disease policy limit $1,000,000 disease each employee Waiver of Recovery Endorsement Other Negotiated Insurance Terms: None. Page 362 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 16 City of Chula Vista Agreement No.: 2023-229 Service Provider Name: SAN DIEGO ASSOCIATION OF GOVERNMENTS Rev. 2/24/2023 EXHIBIT C CONTRACTOR/SERVICE PROVIDER CONFLICT OF INTEREST DESIGNATION The Political Reform Act1 and the Chula Vista Conflict of Interest Code2 (“Code”) require designated state and local government officials, including some Contractor/Service Providers, to make certain public disclosures using a Statement of Economic Interests form (Form 700). Once filed, a Form 700 is a public document, accessible to any member of the public. In addition, Contractor/Service Providers designated to file the Form 700 are also required to comply with certain ethics training requirements.3 ☒ A. Contractor/Service Provider IS a corporation or limited liability company and is therefore EXCLUDED4 from disclosure. ☐ B. Contractor/Service Provider is NOT a corporation or limited liability company and disclosure designation is as follows: APPLICABLE DESIGNATIONS FOR INDIVIDUAL(S) ASSIGNED TO PROVIDE SERVICES (Category descriptions available at www.chulavistaca.gov/departments/city-clerk/conflict-of-interest-code.) Name Email Address Applicable Designation ☐ A. Full Disclosure ☐ B. Limited Disclosure (select one or more of the categories under which the Contractor shall file): ☐ 1. ☐ 2. ☐ 3. ☐ 4. ☐ 5. ☐ 6. ☐ 7. Justification: ☒ C. Excluded from Disclosure 1. Required Filers Each individual who will be performing services for the City pursuant to the Agreement and who meets the definition of “Contractor/Service Provider,” pursuant to FPPC Regulation 18700.3, must file a Form 700. 2. Required Filing Deadlines Each initial Form 700 required under this Agreement shall be filed with the Office of the City Clerk via the City's online filing system, NetFile, within 30 days of the approval of the Agreement. Additional Form 700 filings will be required annually on April 1 during the term of the Agreement, and within 30 days of the termination of the Agreement. 3. Filing Designation The City Department Director will designate each individual who will be providing services to the City pursuant to the Agreement as full disclosure, limited disclosure, or excluded from disclosure, based on an analysis of the services the Contractor/Service Provider will provide. Notwithstanding this designation or anything in the Agreement, the Contractor/Service Provider is ultimately responsible for complying with FPPC regulations and filing requirements. If you have any questions regarding filing requirements, please do not hesitate to contact the City Clerk at (619)691-5041, or the FPPC at 1-866-ASK-FPPC, or (866) 275-3772 *2. Pursuant to the duly adopted City of Chula Vista Conflict of Interest Code, this document shall serve as the written determination of the Contractor’s requirement to comply with the disclosure requirements set forth in the Code. Completed by: Jonathan Alegre 1 Cal. Gov. Code §§81000 et seq.; FPPC Regs. 18700.3 and 18704. 2 Chula Vista Municipal Code §§2.02.010-2.02.040. 3 Cal. Gov. Code §§53234, et seq. 4 CA FPPC Adv. A-15-147 (Chadwick) (2015); Davis v. Fresno Unified School District (2015) 237 Cal.App.4th 261; FPPC Reg. 18700.3 (Consultant defined as an “individual” who participates in making a governmental decision; “individual” does not incl ude corporation or limited liability company). Page 363 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 Page 364 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 EXHIBIT A ORDER FORM Customer: City of Chula Vista Initial Term: 36 Months Legal Entity Name: City of Chula Vista Renewal Term: 24 Months Accounts Payable Email: fgiaime@chulavistapd.org Payment Terms: Net 30 Address: 315 4th Ave Chula Vista, California 91910 Billing Frequency: Annual Plan - First Year Invoiced at Signing. Retention Period: 30 Days Hardware and Software Products Annual recurring amounts over subscription term Item Cost Quantity Total Flock Safety Platform $450,000.00 Flock Safety Flock OS FlockOS ™ Included 1 Included Flock Safety LPR Products Flock Safety Falcon ® Included 150 Included Professional Services and One Time Purchases Item Cost Quantity Total One Time Fees Flock Safety Professional Services Professional Services - Existing Infrastructure Implementation Fee $150.00 150 $22,500.00 Subtotal Year 1: $472,500.00 Annual Recurring Subtotal: $450,000.00 Estimated Tax: $0.00 Contract Total: $1,372,500.00 Taxes shown above are provided as an estimate. Actual taxes are the responsibility of the Customer. Page 365 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 Billing Schedule Billing Schedule Amount (USD) Year 1 At Contract Signing $472,500.00 Annual Recurring after Year 1 $450,000.00 Contract Total $1,372,500.00 *Tax not included Page 366 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 Product and Services Description Flock Safety Platform Items Product Description Terms Flock Safety Falcon ® An infrastructure-free license plate reader camera that utilizes Vehicle Fingerprint® technology to capture vehicular attributes. The Term shall commence upon first installation and validation of Flock Hardware. One-Time Fees Service Description Installation on existing infrastructure One-time Professional Services engagement. Includes site & safety assessment, camera setup & testing, and shipping & handling in accordance with the Flock Safety Advanced Implementation Service Brief. Professional Services - Standard Implementation Fee One-time Professional Services engagement. Includes site and safety assessment, camera setup and testing, and shipping and handling in accordance with the Flock Safety Standard Implementation Service Brief. Professional Services - Advanced Implementation Fee One-time Professional Services engagement. Includes site & safety assessment, camera setup & testing, and shipping & handling in accordance with the Flock Safety Advanced Implementation Service Brief. FlockOS Features & Description Package: Essentials FlockOS Features Description Community Cameras (Full Access) Access to all privately owned Flock devices within your jurisdiction that have been shared with you. Unlimited Users Unlimited users for FlockOS State Network (LP Lookup Only) Allows agencies to look up license plates on all cameras opted in to the statewide Flock network. Nationwide Network (LP Lookup Only) Allows agencies to look up license plates on all cameras opted in to the nationwide Flock network. Direct Share - Surrounding Jurisdiction (Full Access) Access to all Flock devices owned by law enforcement that have been directly shared with you. Have ability to search by vehicle fingerprint, receive hot list alerts, and view devices on the map. Time & Location Based Search Search full, partial, and temporary plates by time at particular device locations License Plate Lookup Look up specific license plate location history captured on Flock devices Vehicle Fingerprint Search Search footage using Vehicle Fingerprint™ technology. Access vehicle type, make, color, license plate state, missing / covered plates, and other unique features like bumper stickers, decals, and roof racks. Flock Insights/Analytics page Reporting tool to help administrators manage their LPR program with device performance data, user and network audits, plate read reports, hot list alert reports, event logs, and outcome reports. ESRI Based Map Interface Flock Safety’s maps are powered by ESRI, which offers the ability for 3D visualization, viewing of floor plans, and layering of external GIS data, such as City infrastructure (i.e., public facilities, transit systems, utilities), Boundary mapping (i.e., precincts, county lines, beat maps), and Interior floor plans (i.e., hospitals, corporate campuses, universities) Real-Time NCIC Alerts on Flock ALPR Cameras Alert sent when a vehicle entered into the NCIC crime database passes by a Flock camera Unlimited Custom Hot Lists Ability to add a suspect’s license plate to a custom list and get alerted when it passes by a Flock camera Page 367 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 By executing this Order Form, Customer represents and warrants that it has read and agrees to all of the terms and conditions contained in the Master Services Agreement attached. The Parties have executed this Agreement as of the dates set forth below. FLOCK GROUP, INC. Customer: City of Chula Vista By: By: Name: Mark Smith Name: John McCann Title: General Counsel Title: Mayor Date: Date: PO Number: Approved as to form By: _______________________________ Jill D. S. Maland Lounsbery Ferguson Altona & Peak Acting City Attorney Page 368 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 Master Services Agreement This Master Services Agreement (this “Agreement”) is entered into by and between Flock Group, Inc. with a place of business at 1170 Howell Mill Road NW Suite 210, Atlanta, GA 30318 (“Flock”) and the City of Chula Vista (“Customer”) (each a “Party,” and together, the “Parties”) on this the 12th day of October 2023. This Agreement is effective on the date of mutual execution (“Effective Date”). Parties will sign an Order Form (“Order Form”) which will describe the Flock Services to be performed and the period for performance, attached hereto as Exhibit A. The Parties agree as follows: RECITALS WHEREAS, Flock offers a software and hardware situational awareness solution through Flock’s technology platform that upon detection is capable of capturing images, and recording data and provide notifications to Customer (“Notifications”); WHEREAS, Customer desires access to the Flock Services (defined below) on existing devices, provided by Customer, or Flock provided Flock Hardware (as defined below) in order to create, view, search and archive Footage and receive Notifications, via the Flock Services; WHEREAS, Customer shall have access to the Footage in Flock Services. Pursuant to Flock’s standard Retention Period (defined below) Flock deletes all Footage on a rolling thirty (30) day basis, except as otherwise stated on the Order Form. Customer shall be responsible for extracting, downloading and archiving Footage from the Flock Services on its own storage devices; and WHEREAS, Flock desires to provide Customer the Flock Services and any access thereto, subject to the terms and conditions of this Agreement, solely for the awareness, prevention, and prosecution of crime, bona fide investigations and evidence gathering for law enforcement purposes, (“Permitted Purpose”). Page 369 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 AGREEMENT NOW, THEREFORE, Flock and Customer agree that this Agreement, and any Order Form, purchase orders, statements of work, product addenda, or the like, attached hereto as exhibits and incorporated by reference, constitute the complete and exclusive statement of the Agreement of the Parties with respect to the subject matter of this Agreement, and replace and supersede all prior agreements, term sheets, purchase orders, correspondence, oral or written communications and negotiations by and between the Parties. 1. DEFINITIONS Certain capitalized terms, not otherwise defined herein, have the meanings set forth or cross- referenced in this Section 1. 1.1 “Anonymized Data” means Customer Data permanently stripped of identifying details and any potential personally identifiable information, by commercially reasonable standards which irreversibly alters data in such a way that a data subject (i.e., individual person or entity) can no longer be identified directly or indirectly. 1.2 “Authorized End User(s)” means any individual employees, agents, or contractors of Customer accessing or using the Services, under the rights granted to Customer pursuant to this Agreement. 1.3 “Customer Data” means the data, media and content provided by Customer through the Services. For the avoidance of doubt, the Customer Data will include the Footage. 1.4. “Customer Hardware” means the third-party camera owned or provided by Customer and any other physical elements that interact with the Embedded Software and the Web Interface to provide the Services. 1.5 “Embedded Software” means the Flock proprietary software and/or firmware integrated with or installed on the Flock Hardware or Customer Hardware. 1.6 “Flock Hardware” means the Flock device(s), which may include the pole, clamps, solar panel, installation components, and any other physical elements that interact with the Embedded Software and the Web Interface, to provide the Flock Services as specifically set forth in the applicable product addenda. Page 370 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 1.7 “Flock IP” means the Services, the Embedded Software, and any intellectual property or proprietary information therein or otherwise provided to Customer and/or its Authorized End Users in connection with provision of Flock Services. Flock IP does not include Footage (as defined below). 1.8 Intentionally Omitted 1.9 “Flock Services” means the provision of Flock’s software and hardware situational awareness solution, via the Web Interface, for automatic license plate detection, alerts, searching image records, and sharing Footage. 1.10 “Footage” means still images and other data captured by the Flock Hardware or Customer Hardware in the course of and provided via the Flock Services. 1.11 “Hotlist(s)” means a digital file containing alphanumeric license plate related information pertaining to vehicles of interest, which may include stolen vehicles, stolen vehicle license plates, vehicles owned or associated with wanted or missing person(s), vehicles suspected of being involved with criminal or terrorist activities, and other legitimate law enforcement purposes. Hotlist also includes, but is not limited to, national data (i.e., NCIC) for similar categories, license plates associated with AMBER Alerts or Missing Persons/Vulnerable Adult Alerts, and includes manually entered license plate information associated with investigations that have occurred in any local jurisdiction. 1.12 “Installation Services” means the services provided by Flock for installation of Flock Services. 1.13 “Retention Period” means the time period that the Customer Data is stored within the cloud storage, which will be 30 days. 1.14 “Vehicle Fingerprint™” means the unique vehicular attributes captured through Services such as: type, make, color, state registration, missing/covered plates, bumper stickers, decals, roof racks, and bike racks. 1.15 “Web Interface” means the website(s) or application(s) through which Customer and its Authorized End Users can access the Services. Page 371 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 2. SERVICES AND SUPPORT 2.1 Provision of Access. Flock hereby grants to Customer a non-exclusive, non-transferable right to access the features and functions of the Flock Services via the Web Interface during the Term, solely for the Authorized End Users. The Footage will be available for Authorized End Users to access and download via the Web Interface during the Retention Period. Authorized End Users will be required to sign up for an account and select a password and username (“User ID”). Customer shall be responsible for all acts and omissions of Authorized End Users which in the scope of their employment with Customer, and such act or omission by an Authorized End User which, including any acts or omissions of authorized End user which would constitute a breach of this agreement if undertaken by Customer. Customer shall undertake reasonable efforts to make all Authorized End Users aware of all applicable provisions of this Agreement and shall cause Authorized End Users to comply with such provisions. Flock may use the services of one or more third parties to deliver any part of the Flock Services, (such as using a third party to host the Web Interface for cloud storage or a cell phone provider for wireless cellular coverage). 2.2 Embedded Software License. Flock grants Customer a limited, non-exclusive, non- transferable, non-sublicensable (except to the Authorized End Users), revocable right to use the Embedded Software as it pertains to Flock Services, solely as necessary for Customer to use the Flock Services. 2.3 Support Services. Flock shall monitor the Flock Services, and any applicable device health, in order to improve performance and functionality. Flock will respond to requests for support within seventy-two (72) hours. Flock will provide Customer with reasonable technical and on-site support and maintenance services in-person, via phone or by email at support@flocksafety.com (such services collectively referred to as “Support Services”). 2.4 Upgrades to Platform. Flock may make any upgrades to system or platform that it deems necessary or useful to (i) maintain or enhance the quality or delivery of Flock’s products or services to its customers, the competitive strength of, or market for, Flock’s products or services, such platform or system’s cost efficiency or performance, or (ii) to comply with applicable law. Parties understand that such upgrades are necessary from time to time and will not diminish the quality of the Services or materially change any terms or conditions within this Agreement. Page 372 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 2.5 Service Interruption. Services may be interrupted in the event that: (a) Flock’s provision of the Services to Customer or any Authorized End User is prohibited by applicable law; (b) any third-party services required for Services are interrupted; (c) if Flock reasonably believe Services are being used for malicious, unlawful, or otherwise unauthorized use by Customer and Customer does not cure such misuse within thirty (30) days’ written notice; (d) there is a threat or attack on any of the Flock IP by a third party and interruption of services to Customer is required to protect Flock IP; or (e) scheduled or emergency maintenance (“Service Interruption”). Flock shall provide written notice of any Service Interruption to Customer as soon as practicable, and will provide updates, and to resume providing access to Flock Services as soon as reasonably possible after the event giving rise to the Service Interruption is cured. Flock will have no liability for any damage, liabilities, losses (including any loss of data or profits), or any other consequences that Customer or any Authorized End User may incur as a result of a Service Interruption, if such Service Interruption was caused by Customer or Authorized End User. To the extent that the Service Interruption is not caused by Customer’s direct actions or by the actions of parties associated with the Customer, the time will be tolled by the duration of the Service Interruption (for any continuous interruption lasting at least one full day). For example, in the event of a Service Interruption lasting five (5) continuous days, Customer will receive a credit for five (5) free days at the end of the Term. 2.6 Service Suspension. Flock may temporarily suspend Customer’s and any Authorized End User’s access to any portion or all of the Flock IP or Flock Service if Customer does not cure its conduct upon thirty (30) days’ written notice of any of the following: (a) there is a threat or attack on any of the Flock IP by Customer; (b) Customer’s or any Authorized End User’s use of the Flock IP disrupts or poses a security risk to the Flock IP or any other customer or vendor of Flock; (c) Customer or any Authorized End User is/are using the Flock IP for fraudulent or illegal activities; (d) Customer has violated any term of this provision, including, but not limited to, utilizing Flock Services for anything other than the Permitted Purpose; or (e) any unauthorized access to Flock Services through Customer’s account (“Service Suspension”). If the Service Suspension was not caused by Customer, the Term will be tolled by the duration of the Service Suspension. To the extent that the suspension is not caused by Customer’s actions or by the actions of parties associated with the Customer, the expiration of the Term will be tolled by the duration of the suspension (for any continuous suspension lasting at least one full day). For Page 373 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 example, in the event of a Service Interruption lasting five (5) continuous days, Customer will receive a credit for five (5) free days at the end of the Term. 2.7 Hazardous Conditions. Flock Services do not contemplate hazardous materials, or other hazardous conditions, including, without limit, asbestos, lead, toxic or flammable substances. In the event any such hazardous materials are discovered in the designated locations in which Flock is to perform services under this Agreement, Flock shall have the right to cease work immediately, and Flock shall provide prompt written notice of such discovery of hazardous condition to the Customer. 3. CUSTOMER OBLIGATIONS 3.1 Customer Obligations. Flock will assist Customer Authorized End Users in the creation of a User ID. Authorized End Users agree to provide Flock with accurate, complete, and updated registration information. Authorized End Users may not select as their User ID, a name that they do not have the right to use, or any other name with the intent of impersonation. Customer and Authorized End Users may not transfer their account to anyone else without prior written permission of Flock. Authorized End Users shall not share their account username or password information and must protect the security of the username and password. Unless otherwise stated and defined in this Agreement, Customer shall not designate Authorized End Users for persons who are not officers, employees, or agents of Customer. Authorized End Users shall only use Customer-issued email addresses for the creation of their User ID. Customer is responsible for any Authorized End User activity associated with its account. Customer shall ensure that Customer provides Flock with up to date contact information of Customer’s designated representative for this Agreement at all times during the Term of this agreement. Customer shall be responsible for obtaining and maintaining any equipment and ancillary services needed to connect to, access or otherwise use the Flock Services. Subject to applicable Customer policies and procedures, Customer shall (at its own expense) provide Flock with reasonable access and use of Customer facilities and Customer personnel reasonably required for enable Flock to perform Services (such obligations of Customer are collectively defined as “Customer Obligations”). 3.2 Customer Representations and Warranties. Customer represents, covenants, and warrants that Customer shall use Flock Services only in compliance with this Agreement and all applicable Page 374 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 laws and regulations, including but not limited to any laws relating to the recording or sharing of data or photo content. Flock agrees with comply with all applicable laws and regulations in its performance of this Agreement, including Flock Services. 4. DATA USE AND LICENSING 4.1 Customer Data. As between Flock and Customer, all right, title and interest in the Customer Data, belong to and are retained solely by Customer. Customer hereby grants to Flock a limited, non-exclusive, royalty-free, irrevocable, worldwide license to use the Customer Data and as may be necessary for Flock to provide the Flock Services to Customer pursuant to this Agreement. Flock does not own and shall not sell Customer Data. Flock shall not share or disclose Customer Data unless required by law. 4.2 Customer Generated Data. Flock may provide Customer with the opportunity to post, upload, display, publish, distribute, transmit, broadcast, or otherwise make available, messages, text, illustrations, files, images, graphics, photos, comments, sounds, music, videos, information, content, ratings, reviews, data, questions, suggestions, or other information or materials produced by Customer (“Customer Generated Data”). Customer shall retain whatever legally cognizable right, title, and interest in Customer Generated Data. Customer understands and acknowledges that Flock has no obligation to monitor or enforce Customer’s intellectual property rights of Customer Generated Data. Customer grants Flock a non-exclusive, irrevocable, worldwide, royalty-free, license to use the Customer Generated Data solely for the purpose of providing Flock Services pursuant to this Agreement . Flock does not own and shall not sell Customer Generated Data. Flock shall not share or disclose Customer Generated Data unless required by law. All access to Customer Generated Data is recorded in an audit log and may be audited by Customer. 4.3 Anonymized Data. Flock shall have the right to collect, analyze, and anonymize Customer Data and Customer Generated Data to the extent such anonymization renders the data non- identifiable to create Anonymized Data to use and perform the Services and related systems and technologies, including the training of machine learning algorithms. Customer hereby grants Flock a non-exclusive, worldwide, perpetual, royalty-free right to use and distribute such Anonymized Data to improve and enhance the Services and for other development, diagnostic and corrective purposes, and other Flock offerings. Parties understand that the aforementioned license Page 375 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 is required for continuity of Services. Flock does not own and shall not sell Anonymized Data. Flock shall not share or disclose Anonymized Data unless required by law. 5. CONFIDENTIALITY; DISCLOSURES 5.1 Confidentiality. Each Party (the “Receiving Party”) understands that the other Party (the “Disclosing Party”) has disclosed or may disclose business, technical or financial information relating to the Disclosing Party’s business (hereinafter referred to as “Proprietary Information” of the Disclosing Party). Proprietary Information of Flock includes non-public information regarding features, functionality and performance of the Services. Proprietary Information of Customer includes Customer Data, Customer Generated Data and Anonymized Data, and other non-public data provided by Customer to Flock or collected by Flock via Flock Services, which includes but is not limited to geolocation information and environmental data collected by sensors. The Receiving Party agrees: (i) to take the same security precautions to protect against disclosure or unauthorized use of such Proprietary Information that the Party takes with its own proprietary information, but in no event less than commercially reasonable precautions, and (ii) not to use (except in performance of the Services or as otherwise permitted herein) or divulge to any third person any such Proprietary Information. The Disclosing Party agrees that the foregoing shall not apply with respect to any information that the Receiving Party can document (a) is or becomes generally available to the public; or (b) was in its possession or known by it prior to receipt from the Disclosing Party; or (c) was rightfully disclosed to it without restriction by a third party; or (d) was independently developed without use of any Proprietary Information of the Disclosing Party. Nothing in this Agreement will prevent the Receiving Party from disclosing the Proprietary Information pursuant to applicable laws including but not limited to California Public Records Act, and any judicial or governmental order, provided that the Receiving Party gives the Disclosing Party reasonable prior notice of such disclosure to contest such order at Disclosing Party’s expense. Upon request from the Disclosing Party, or at the termination of this Agreement, at Disclosing Party’s Option, all Proprietary Information will be returned to the Disclosing Party, destroyed or erased (if recorded on an erasable storage medium), together with any copies thereof, when no longer needed for the purposes above, or Notwithstanding any Page 376 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 termination, all confidentiality obligations of Proprietary Information that is trade secret shall continue in perpetuity or until such information is no longer trade secret. 5.2 Usage Restrictions on Flock IP. Flock and its licensors retain all right, title and interest in and to the Flock IP and its components, and Customer acknowledges that it neither owns nor acquires any additional rights in and to the foregoing not expressly granted by this Agreement. Customer further acknowledges that Flock retains the right to use the foregoing for any lawful purpose in Flock’s sole discretion. Customer shall not and shall instruct Authorized End Users not to : (i) copy or duplicate any of the Flock IP; (ii) decompile, disassemble, reverse engineer, or otherwise attempt to obtain or perceive the source code from which any software component of any of the Flock IP is compiled or interpreted, or apply any other process or procedure to derive the source code of any software included in the Flock IP; (iii) attempt to modify, alter, tamper with or repair any of the Flock IP, or attempt to create any derivative product from any of the foregoing; (iv) interfere or attempt to interfere in any manner with the functionality or proper working of any of the Flock IP; (v) remove, obscure, or alter any notice of any intellectual property or proprietary right appearing on or contained within the Flock Services or Flock IP; (vi) use the Flock Services for anything other than the Permitted Purpose; or (vii) assign, sublicense, sell, resell, lease, rent, or otherwise transfer, convey, pledge as security, or otherwise encumber, Customer’s rights. There are no implied rights. 5.3 Disclosure of Footage. Subject to and during the Retention Period, Flock may access, use, preserve and/or disclose the Footage to law enforcement authorities, government officials, and/or third parties, if legally required to do so or if Flock has a good faith belief that such access, use, preservation or disclosure is reasonably necessary to comply with a legal process, enforce this Agreement, or detect, prevent or otherwise address security, privacy, fraud or technical issues, or emergency situations. Unless legally prohibited, Flock shall provide written notice to Customer prior to any such disclosures. 6. PAYMENT OF FEES 6.1 Billing and Payment of Fees. Customer shall pay the fees set forth in the applicable Order Form based on the billing structure and payment terms as indicated in the Order Form. If Customer believes that Flock has billed Customer incorrectly, Customer must contact Flock no Page 377 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 later than thirty (30) days after the closing date on the first invoice in which the error or problem appeared. If any undisputed fee is more than forty (45) days overdue, Flock may, without limiting its other rights and remedies, suspend delivery of its service until such undisputed invoice is paid in full. Flock shall provide at least thirty (30) days’ prior written notice to Customer of the payment delinquency before exercising any suspension right. 6.2 Notice of Changes to Fees. Flock reserves the right to change the fees for subsequent Renewal Terms by providing sixty (60) days’ notice (which may be sent by email) prior to the end of the Initial Term or Renewal Term (as applicable). 6.3 Late Fees. If payment is not issued to Flock by the due date of the invoice, an interest penalty of 1.0% of any unpaid amount may be added for each month or fraction thereafter, until final payment is made. 6.4 Taxes. Customer is responsible for all taxes, levies, or duties, excluding only taxes based on Flock’s net income, imposed by taxing authorities associated with the order. If Flock has the legal obligation to pay or collect taxes, including amount subsequently assessed by a taxing authority, for which Customer is responsible, the appropriate amount shall be invoice to and paid by Customer unless Customer provides Flock a legally sufficient tax exemption certificate and Flock shall not charge Customer any taxes from which it is exempt. If any deduction or withholding is required by law, Customer shall notify Flock and shall pay Flock any additional amounts necessary to ensure that the net amount that Flock receives, after any deduction and withholding, equals the amount Flock would have received if no deduction or withholding had been required. 7. TERM AND TERMINATION 7.1 Term. The initial term of this Agreement shall be for the period of time set forth on the Order Form (the “Term”). Following the Term, Customer shall have the option to renew the Agreement for successive renewal terms of the greater of one year or the length set forth on the Order Form (each, a “Renewal Term”) upon written notice to be provided at least thirty (30) days prior to the end of the then-current term. 7.2 Termination. Upon termination or expiration of this Agreement, Flock will remove any applicable Flock Hardware at a commercially reasonable time period at no additional cost to Page 378 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 Customer. In the event of any material breach of this Agreement, the non-breaching Party may terminate this Agreement prior to the end of the Term by giving thirty (30) days prior written notice to the breaching Party; provided, however, that this Agreement will not terminate if the breaching Party has cured the breach prior to the expiration of such thirty (30) day period (“Cure Period”). Either Party may terminate this Agreement immediately upon written notice (i) upon the institution by or against the other Party of insolvency, receivership or bankruptcy proceedings, (ii) upon the other Party's making an assignment for the benefit of creditors, or (iii) upon the other Party's dissolution or ceasing to do business. In the event of a material breach by Flock, and Flock is unable to cure within the Cure Period, Flock will refund Customer a pro-rata portion of the pre- paid fees for Services not received due to such termination. 7.3 Survival. The following Sections will survive termination: 1, 3, 4, 5, 6, 7, 8.3, 8.4, 9, 11.1 and 11.6. Page 379 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 8. REMEDY FOR DEFECT; WARRANTY AND DISCLAIMER 8.1 Manufacturer Defect. Upon a malfunction or failure of Flock Hardware or Embedded Software (a “Defect”), Customer must notify Flock’s technical support team. In the event of a Defect, Flock shall timely repair or replace the defective Flock Hardware at no additional cost to the Customer. Flock reserves the right, in its sole discretion, to repair or replace such Defect, provided that Flock shall conduct inspection or testing within a commercially reasonable time, but no longer than seven (7) business days after Customer gives notice to Flock. 8.2 Replacements. In the event that Flock Hardware is lost, stolen, or damaged, Customer may request a replacement of Flock Hardware at a fee according to the reinstall fee schedule (https://www.flocksafety.com/reinstall-fee-schedule). In the event that Customer chooses not to replace lost, damaged, or stolen Flock Hardware, Customer understands and agrees that (1) Flock Services may be materially affected, and (2) that Flock shall have no liability to Customer regarding such affected Flock Services, nor shall Customer receive a refund for the lost, damaged, or stolen Flock Hardware. 8.3 Warranty. Flock shall use reasonable efforts consistent with prevailing industry standards to maintain the Services in a manner which minimizes errors and interruptions in the Services and shall perform the Installation Services in a professional and workmanlike manner. Services may be temporarily unavailable for scheduled maintenance or for unscheduled emergency maintenance, either by Flock or by third-party providers, or because of other causes beyond Flock’s reasonable control, and Flock shall provide advance notice in writing or by e-mail of any scheduled service disruption. 8.4 Disclaimer. THE REMEDY DESCRIBED IN SECTION 8.1 ABOVE IS CUSTOMER’S SOLE REMEDY, AND FLOCK’S SOLE LIABILITY, WITH RESPECT TO DEFECTS. FLOCK DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED OR ERROR FREE; NOR DOES IT MAKE ANY WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM USE OF THE SERVICES. EXCEPT AS EXPRESSLY SET FORTH IN THIS SECTION, THE SERVICES ARE PROVIDED “AS IS” AND FLOCK DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A Page 380 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 PARTICULAR PURPOSE. THIS DISCLAIMER ONLY APPLIES TO THE EXTENT ALLOWED BY THE GOVERNING LAW OF THE STATE MENTIONED IN SECTION 11.6. 8.5 Insurance. Flock will maintain commercial general liability policies as stated in Exhibit B. 8.6 Force Majeure. Parties are not responsible or liable for any delays or failures in performance from any cause beyond their control, including, but not limited to acts of God, changes to law or regulations, embargoes, war, terrorist acts, pandemics (including the spread of variants), issues of national security, riots, fires, earthquakes, floods, power blackouts, strikes, supply chain shortages of equipment or supplies, financial institution crisis, weather conditions or acts of hackers.. 9. LIMITATION OF LIABILITY; INDEMNITY 9.1 Limitation of Liability. NOTWITHSTANDING ANYTHING TO THE CONTRARY, FLOCK, ITS OFFICERS, AFFILIATES, REPRESENTATIVES, CONTRACTORS AND EMPLOYEES SHALL NOT BE RESPONSIBLE OR LIABLE WITH RESPECT TO ANY SUBJECT MATTER OF THIS AGREEMENT OR TERMS AND CONDITIONS RELATED THERETO UNDER ANY CONTRACT, NEGLIGENCE, STRICT LIABILITY, PRODUCT LIABILITY, OR OTHER THEORY: (A) FOR LOSS OF REVENUE, BUSINESS OR BUSINESS INTERRUPTION; (B) INCOMPLETE, CORRUPT, OR INACCURATE DATA; (C) COST OF PROCUREMENT OF SUBSTITUTE GOODS, SERVICES OR TECHNOLOGY; (D) FOR ANY INDIRECT, EXEMPLARY, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES; (E) FOR ANY MATTER BEYOND FLOCK’S ACTUAL KNOWLEDGE OR REASONABLE CONTROL INCLUDING REPEAT CRIMINAL ACTIVITY OR INABILITY TO CAPTURE FOOTAGE; OR (F) FOR ANY AMOUNTS THAT, TOGETHER WITH AMOUNTS ASSOCIATED WITH ALL OTHER CLAIMS, EXCEED TWO TIMES THE FEES PAID AND/OR PAYABLE BY CUSTOMER TO FLOCK FOR THE SERVICES UNDER THIS AGREEMENT IN THE TWELVE (12) MONTHS PRIOR TO THE ACT OR OMISSION THAT GAVE RISE TO THE LIABILITY, IN EACH CASE, WHETHER OR NOT FLOCK HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THIS LIMITATION OF LIABILITY OF SECTION ONLY APPLIES TO THE EXTENT ALLOWED BY THE GOVERNING LAW OF THE STATE REFERENCED IN SECTION 10.6. NOTWITHSTANDING ANYTHING TO THE CONTRARY, THE FOREGOING Page 381 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 LIMITATIONS OF LIABILITY SHALL NOT APPLY (I) IN THE EVENT OF GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, OR (II) INDEMNIFICATION OBLIGATIONS. 9.2 Responsibility. Each Party to this Agreement shall assume the responsibility and liability for the acts and omissions of its own employees, officers, or agents, in connection with the performance of their official duties under this Agreement. Each Party to this Agreement shall be liable for the torts of its own officers, agents, or employees. 9.3 Flock Indemnity. Flock shall indemnify and hold harmless Customer, its agents and employees, from liability of any kind, including claims, costs (including defense) and expenses, on account of: (i) any claims arising out of allegation of violation of intellectual property rights, including any copyrighted material, patented or unpatented invention, articles, device or appliance manufactured or used in the performance of this Agreement; or (ii) any damage or injury to property or person directly caused by Flock’s installation of Flock Hardware, except for where such damage or injury was caused solely by the negligence of the Customer or its agents, officers or employees. Flock’s performance of this indemnity obligation shall not exceed the fees paid and/or payable for the services rendered under this Agreement in the preceding twelve (12) months. 10. INSTALLATION SERVICES AND OBLIGATIONS 10.1 Ownership of Hardware. Flock Hardware is owned and shall remain the exclusive property of Flock. Title to any Flock Hardware shall not pass to Customer upon execution of this Agreement, except as otherwise specifically set forth in this Agreement. Except as otherwise expressly stated in this Agreement, Customer is not permitted to remove, reposition, re-install, tamper with, alter, adjust or otherwise take possession or control of Flock Hardware. Customer agrees and understands that in the event Customer is found to engage in any of the foregoing restricted actions, all warranties herein shall be null and void with respect to the Flock Hardware that the Customer removed, repositioned, re-installed, tampered with or altered. Customer shall not perform any acts which would interfere with the retention of title of the Flock Hardware by Flock. 10.2 Deployment Plan. Flock shall advise Customer on the location and positioning of the Flock Hardware for optimal product functionality, as conditions and locations allow. Flock will Page 382 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 collaborate with Customer to design the strategic geographic mapping of the location(s) and implementation of Flock Hardware to create a deployment plan (“Deployment Plan”). In the event that Flock determines that Flock Hardware will not achieve optimal functionality at a designated location, Flock shall have final discretion to veto a specific location, and will provide alternative options to Customer. Flock shall provide recommended options to the Customer subject to Customer approval, which will not be unreasonably withheld. 10.3 Changes to Deployment Plan. After installation of Flock Hardware, any subsequent requested changes to the Deployment Plan, including, but not limited to, relocating, re- positioning, adjusting of the mounting, removing foliage, replacement, changes to heights of poles will incur a fee according to the reinstall fee schedule located at (https://www.flocksafety.com/reinstall-fee-schedule). Customer will receive prior notice of any such fees. 10.4 Customer Installation Obligations. Customer is responsible for any applicable supplementary cost as described in the Customer Implementation Guide, attached hereto as Exhibit C (“Customer Obligations”). Customer represents and warrants that it has, or shall lawfully obtain, all necessary right title and authority and hereby authorizes Flock to install the Flock Hardware at the designated locations and to make any necessary inspections or maintenance in connection with such installation. 10.5 Flock’s Obligations. Installation of any Flock Hardware shall be installed in a professional manner within sixty (60) days from the Effective Date of this Agreement, unless extended in writing by mutual agreement between the Parties. Upon removal of Flock Hardware, Flock shall restore the location to its original condition, ordinary wear and tear excepted. Flock will continue to monitor the performance of Flock Hardware for the length of the Term. Flock may use a subcontractor or third party to perform certain obligations under this agreement, provided that Flock ’s use of such subcontractor or third party shall not release Flock from any duty or liability to fulfill Flock’s obligations under this Agreement. Page 383 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 11. MISCELLANEOUS 11.1 Compliance With Laws. Parties shall comply with all applicable local, state and federal laws, regulations, policies and ordinances and their associated record retention schedules, including responding to any subpoena request(s). 11.2 Severability. If any provision of this Agreement is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that this Agreement will otherwise remain in full force and effect. 11.3 Assignment. This Agreement is not assignable, transferable or sublicensable by either Party, without prior written consent. 11.4 Entire Agreement. This Agreement, together with the Order Form(s), the reinstall fee schedule (https://www.flocksafety.com/reinstall-fee-schedule), and any attached exhibits are the complete and exclusive statement of the mutual understanding of the Parties and supersedes and cancels all previous or contemporaneous negotiations, discussions or agreements, whether written and oral , communications and other understandings relating to the subject matter of this Agreement, and that all waivers and modifications must be in a writing signed by both Parties, except as otherwise provided herein. None of Customer’s purchase orders, authorizations or similar documents will alter the terms of this Agreement, and any such conflicting terms are expressly rejected. Any mutually agreed upon future purchase order is subject to these legal terms and does not alter the rights and obligations under this Agreement, except that future purchase orders may outline additional products, services, quantities and billing terms to be mutually accepted by Parties. In the event of any conflict of terms found in this Agreement or any other terms and conditions, the terms of this Agreement shall prevail. Customer agrees that Customer’s purchase is neither contingent upon the delivery of any future functionality or features nor dependent upon any oral or written comments made by Flock with respect to future functionality or feature. 11.5 Relationship. No agency, partnership, joint venture, or employment is created as a result of this Agreement and Parties do not have any authority of any kind to bind each other in any respect whatsoever. Flock shall at all times be and act as an independent contractor to Customer. 11.6 Governing Law; Venue. This Agreement shall be governed by the laws of the state of California. The Parties hereto agree that venue would be proper in the County of San Diego, Page 384 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 California. The Parties agree that the United Nations Convention for the International Sale of Goods is excluded in its entirety from this Agreement. 11.7 Special Terms. Flock may offer certain special terms which are indicated in the proposal and will become part of this Agreement, upon Customer’s prior written consent and the mutual execution by authorized representatives (“Special Terms”). To the extent that any terms of this Agreement are inconsistent or conflict with the Special Terms, the Special Terms shall control. 11.8 Publicity. Flock has the right to reference and use Customer’s name and trademarks and disclose the nature of the Services in business and development and marketing efforts upon written consent from Customer. 11.9 Feedback. If Customer or Authorized End User provides any suggestions, ideas, enhancement requests, feedback, recommendations or other information relating to the subject matter hereunder, Agency or Authorized End User hereby assigns to Flock all right, title and interest (including intellectual property rights) with respect to or resulting from any of the foregoing. 11.10 Export. Customer may not remove or export from the United States or allow the export or re-export of the Flock IP or anything related thereto, or any direct product thereof in violation of any restrictions, laws or regulations of the United States Department of Commerce, the United States Department of Treasury Office of Foreign Assets Control, or any other United States or foreign Customer or authority. As defined in Federal Acquisition Regulation (“FAR”), section 2.101, the Services, the Flock Hardware and Documentation are “commercial items” and according to the Department of Defense Federal Acquisition Regulation (“DFAR”) section 252.2277014(a)(1) and are deemed to be “commercial computer software” and “commercial computer software documentation.” Flock is compliant with FAR Section 889 and does not contract or do business with, use any equipment, system, or service that uses the enumerated banned Chinese telecommunication companies, equipment or services as a substantial or essential component of any system, or as critical technology as part of any Flock system. Consistent with DFAR section 227.7202 and FAR section 12.212, any use, modification, reproduction, release, performance, display, or disclosure of such commercial software or commercial software documentation by the U.S. Government will be governed solely by the terms of this Agreement and will be prohibited except to the extent expressly permitted by the terms of this Agreement. Page 385 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 11.11 Headings. The headings are merely for organization and should not be construed as adding meaning to the Agreement or interpreting the associated sections. 11.12 Authority. Each of the below signers of this Agreement represent that they understand this Agreement and have the authority to sign on behalf of and bind the Parties they are representing. 11.13 Conflict. In the event there is a conflict between this Agreement and any applicable statement of work, or Customer purchase order, this Agreement controls unless explicitly stated otherwise. 11.14 Morality. In the event either Party or its agents become the subject of an indictment, contempt, scandal, crime of moral turpitude or similar event that would negatively impact or tarnish either Party’s reputation, both shall have the option to terminate this Agreement upon prior written notice to Customer. 11.15 Notices. All notices under this Agreement will be in writing and will be deemed to have been duly given when received, if personally delivered; when receipt is electronically confirmed, if transmitted by email; the day after it is sent, if sent for next day delivery by recognized overnight delivery service; and upon receipt to the address listed on the Order Form (or, if different, below), if sent by certified or registered mail, return receipt requested. 11.16 Non-Appropriation. Notwithstanding any other provision of this Agreement, all obligations of the Customer under this Agreement which require the expenditure of funds are conditioned on the availability of funds appropriated for that purpose. Customer shall have the right to terminate this Agreement for non appropriation with thirty (30) days written notice without penalty or other cost. FLOCK NOTICES ADDRESS: 1170 HOWELL MILL ROAD, NW SUITE 210 ATLANTA, GA 30318 ATTN: LEGAL DEPARTMENT EMAIL: legal@flocksafety.com Customer NOTICES ADDRESS: ADDRESS: Page 386 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 ATTN: EMAIL: Page 387 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 EXHIBIT B INSURANCE Required Coverage. Flock shall procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the services under this Agreement and the results of that work by Flock or its agents, representatives, employees or subcontractors. Insurance shall be placed with insurers with a current A. M. Best rating of no less than “A” and “VII”. Flock shall obtain and, during the term of this Agreement, shall maintain policies of professional liability (errors and omissions), automobile liability, and general liability insurance for insurable amounts of not less than the limits listed herein. The insurance policies shall provide that the policies shall remain in full force during the life of the Agreement. Flock shall procure and shall maintain during the life of this Agreement Worker's Compensation insurance as required by applicable State law for all Flock employees. Types and Amounts Required. Flock shall maintain, at minimum, the following insurance coverage for the duration of this Agreement: (i) Commercial General Liability insurance written on an occurrence basis with minimum limits of One Million Dollars ($1,000,000) per occurrence and Two Million Dollars ($2,000,000) in the aggregate for bodily injury, death, and property damage, including personal injury, contractual liability, independent contractors, broad-form property damage, and product and completed operations coverage; (ii) Umbrella or Excess Liability insurance written on an occurrence basis with minimum limits of Ten Million Dollars ($10,000,000) per occurrence and Ten Million Dollars ($10,000,000) in the aggregate; (iii) Professional Liability/Errors and Omissions insurance with minimum limits of Five Million Dollars ($5,000,000) per occurrence and Five Million Dollars ($5,000,000) in the aggregate; (iv) Commercial Automobile Liability insurance with a minimum combined single limit of One Million Dollars ($1,000,000) per occurrence for bodily injury, death, and property coverage, including owned and non-owned and hired automobile coverage; and (v) Cyber Liability insurance written on an occurrence basis with minimum limits of Five Million Dollars ($5,000,000). Page 388 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 Additional Insured Status The policies of insurance providing the coverages in this Exhibit shall name the Customer as additional insureds with respect to any potential liability arising out of work or operations performed by or on behalf of Flock pursuant to this Agreement, irrespective of whether such potential liability might be predicated on theories of negligence, strict liability or products liability. Page 389 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 EXHIBIT C This Exhibit is provided solely for information purposes. Company Overview At Flock Safety, technology unites law enforcement and the communities they serve to eliminate crime and shape a safer future, together. We created the first public safety operating system to enable neighborhoods, schools, businesses, and law enforcement to work together to collect visual and situational evidence across an entire city to solve and prevent crime. Our connected platform, comprised of License Plate Recognition (LPR) and a suite of integrations (AVL, CAD & more), alerts law enforcement when an incident occurs and turns unbiased data into objective answers that increase case clearance, maximize resources, and reduce crime -- all without compromising transparency or human privacy. Join thousands of agencies reducing crime with Flock Safety’s public safety operating system 2000+ 120 1B+ <60%* communities with private- public partnerships incident alerts / minute 1B+ vehicles detected / month <60% local crime reduction in Flock cities *According to a 2019 study conducted by Cobb County Police Department Introduction Layer Intelligence to Solve More Crime The pathway to a safer future looks different for every community. As such, this proposal presents a combination of products that specifically addresses your public safety needs, geographical layout, sworn officer count, and budget. These components make up your custom public safety operating system, a connected device network and software platform designed to transform real-time data into a panoramic view of your jurisdiction and help you zero in on the leads that solve more cases, prevent future crimes, and foster trust in the communities you serve. Software Platform Flock Safety's out-of-box software platform collects and makes sense of visual and situational evidence across your entire network of devices. Page 390 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 Out-of-Box Software Features Simplified Search Get a complete view of all activity tied to one vehicle in your network of privately and publicly owned cameras. The user-friendly search experience allows officers to filter hours of footage in seconds based on time, location, and detailed vehicle criteria using patented Vehicle Fingerprint ™ technology. Search filters include: ● Vehicle make ● Body type ● Color ● License plates ○ Partial tags ○ Missing tags ○ Temporary tags ○ State recognition ● Decals ● Bumper stickers ● Back racks ● Top racks National and Local Sharing Access 1B+ additional plate reads each month without purchasing more cameras. Solve cross-jurisdiction crimes by opting into Flock Safety's sharing networks, including one-to- one, national, and statewide search networks. Users can also receive alerts from several external LPR databases: California SVS FDLE FL Expired Licenses FL Expired Tags FL Sanctioned Drivers FL Sex Offenders Georgia DOR IL SOS Illinois Leads NCIC NCMEC Amber Alert REJIS CCIC FBI Real-time Alerts Receive SMS, email, and in-app notifications for custom Hot Lists, NCIC wanted lists, AMBER alerts, Silver alerts, Vehicle Fingerprint matches, and more. Interactive ESRI Map View your AVL, CAD, traffic, and LPR alerts alongside live on- scene video from a single interactive map for a birdseye view of activity in your jurisdiction. Vehicle Location Analysis Visualize sequential Hot List alerts and the direction of travel to guide officers to find suspect vehicles faster. Page 391 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 Out-of-Box Software Features (Continued) Transparency Portal Establish community trust with a public-facing dashboard that shares policies, usage, and public safety outcomes related to your policing technology. Insights Dashboard Access at-a-glance reporting to easily prove ROI, discover crime and traffic patterns and prioritize changes to your public safety strategy by using data to determine the most significant impact. Native MDT Application Download FlockOS to your MDTs to ensure officers never miss a Hot List alert while out on patrol. Hot List Attachments Attach relevant information to Custom Hot List alerts. Give simple, digestible context to Dispatchers and Patrol Officers responding to Hot List alerts so they can act confidently and drive better outcomes. When you create a custom Hot List Alert, add case notes, photos, reports, and other relevant case information. Single Sign On (SSO) Increase your login speed and information security with Okta or Azure Single Sign On (SSO). Quickly access critical information you need to do your job by eliminating the need for password resets and steps in the log-in process. Page 392 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 License Plate Recognition The Flock Safety Falcon® LPR camera uses Vehicle Fingerprint™ technology to transform hours of footage into actionable evidence, even when a license plate isn't visible, and sends Hot List alerts to law enforcement users when a suspect vehicle is detected. The Falcon has fixed and location-flexible deployment options with 30% more accurate reads than leading LPR.* *Results from the 2019 side-by-side comparison test conducted by LA County Sheriff's Department Flock Safety Falcon®LPR Camera Flock Safety Falcon® Flex Flock Safety Falcon® LR Fixed, infrastructure-free LPR camera designed for permanent placement. √ 1 Standard LPR Camera √ Unlimited LTE data service + Flock OS platform licenses √ 1 DOT breakaway pole √ Dual solar panels √ Permitting, installation, and ongoing maintenance Location-flexible LPR camera designed for fast, easy self-installation, which is ideal for your ever-changing investigative needs. √ 1 LPR Camera √ Unlimited LTE data service + software licenses √ 1 portable mount with varying-sized band clamps √ 1 Charger for internal battery √ 1 hardshell carrying case Long-range, high-speed LPR camera that captures license plates and Vehicle Fingerprint data for increasing investigative leads on high-volume roadways like highways and interstates. √ 1 Long-Rage LPR Camera √ Computing device in protective poly case √ AC Power √ Permitting, installation, and ongoing maintenance Page 393 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 60297.00068\41720773.1 Your Flock Safety Team Flock Safety is more than a technology vendor; we are a partner in your mission to build a safer future. We work with thousands of law enforcement agencies across the US to build stronger, safer communities that celebrate the hard work of those who serve and protect. We don’t disappear after contracts are signed; we pride ourselves on becoming an extension of your hard-working team as part of our subscription service. Implementation Meet with a Solutions Consultant (former LEO) to build a deployment plan based on your needs. Our Permitting Team and Installation Technicians will work to get your device network approved, installed, and activated. User Training + Support Your designated Customer Success Manager will help train your power users and ensure you maximize the platform, while our customer support team will assist with needs as they arise. Maintenance We proactively monitor the health of your device network. If we detect that a device is offline, a full-time technician will service your device for no extra charge. Note: Ongoing maintenance does not apply to Falcon Flex devices. Public Relations Government Affairs Get support educating your stakeholders, including city councils and other governing bodies. Media Relations Share crimes solved in the local media with the help of our Public Relations team. Page 394 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Surveillance Technology Impact Report Automated License Plate Recognition October 17, 2023 315 Fourth Avenue, MS P-200, Chula Vista, CA 91910 www.chulavistapd.org (619) 691-5150 fax (619) 585-5610 SUMMARY Automated License Plate Recognition (ALPR) systems involve the use of digital camera systems paired with software to identify license plate numbers. ALPR systems function by automatically taking a photographic image of a vehicle’s license plate and transforming that image into alphanumeric characters using optical character recognition or similar software. The images often include the license plate as well as enough of the car to allow for identification of the make and model. The images and data about the license plate number and geolocation of the image are stored in the ALPR system for a pre-determined period, after which the images and data are automatically purged from the system. No personal identifying information is generated or stored in the ALPR system. ALPR technology originated in the United Kingdom in the mid-1970s and has been widely used by law enforcement worldwide since 2001. A January 2012 Police Executive Research Forum (PERF) Technology Summit in Washington D.C. showed 71% of surveyed police departments in the United States employed ALPR systems to some extent and 85% planned to acquire or expand their use of ALPR systems in the next five years. Today, most law enforcement agencies in San Diego County also use ALPR systems in some facet. In recent years, many municipalities in San Diego County have expanded their ALPR programs to include fixed ALPR systems and have publicized numerous success stories attributed to the use of ALPR technology. The above table shows San Diego County Law Enforcement agencies that currently have ALPR systems and the number of fixed/mobile devices. The “ * “ shows agencies that are in the process of procuring ALPR systems. Since it was originally authorized by the City Council in 2007, an ALPR system has been a component of the Police Department’s crime-fighting and investigative strategy and has been used to identify vehicles associated with criminal suspects, missing persons, and other vehicles related to official police investigations. ALPR improves the Department’s ability to narrow the focus of investigations managed by its limited investigative resources, deter the occurrence of crime, and enhance public safety. Page 395 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Surveillance Technology Impact Report: Automated License Plate Recognition Page 2 Currently, the Police Department operates a maximum of four marked patrol cars equipped with ALPR camera systems that operate while the vehicles are in use. Patrol cars are assigned to patrol officers on an available basis and are not assigned based on geography. Due to shift overlaps, patrol cars may not be used on some shifts (i.e. a day shift officer drives one, making it unavailable for the next shift, but available for an officer on the overnight shift to drive). ALPR systems do not collect nor store sensitive personal information. As a result of state grant funding that includes the expansion of the Police Department’s ALPR system, and under an action item brought before the City Council on October 17, 2023, the Police Department proposes to expand the Department’s ALPR program to add 150 fixed-location ALPR cameras. Unlike mobile ALPR cameras, fixed ALPR systems cannot be readily moved throughout the city to drive through crime scenes or areas with an increased risk of crimes such as shopping malls. (Mobile ALPR systems are sometimes operated in an area where a significant crime has occurred, and potentially help detectives to identify vehicles associated with suspects.) Fixed ALPR cameras also have a reduced capability for immediate interdiction of crimes in-progress. While fixed ALPR cameras have the capacity of alerting personnel to a crime in-progress, the alerting process is multi-layered, is dependent on which users are logged into the system at any given time, and often goes through third-party personnel in the Police Department’s communications center. In mobile systems, an officer driving an ALPR-equipped patrol vehicle can be immediately alerted to a potential criminal offense or criminal offender, allowing the officer to take immediate action to investigate the alert and potentially stop a crime in progress, locate a missing person, or identify a wanted vehicle. But fixed ALPR cameras can be mounted on traffic lights and poles in major thoroughfares, points of ingress or egress into or out of the city limits and positioned in areas with high traffic density. Since criminal offenders aren’t bound to stay within a particular location within the city, or even within the city limits, a fixed ALPR camera’s ability to capture images from key locations 24 hours a day provides detectives with significantly improved capability to identify and locate vehicles involved in crimes that have victimized members of our community. POTENTIAL FOR DISPROPORTIONATE ADVERSE IMPACTS, AND MITIGATION The Police Department is aware of concerns that ALPR data will be shared with other agencies that engage in immigration enforcement. Community members have also expressed concern that ALPR data will be used for purposes other than law enforcement, or could disproportionately affect specific communities or cultures. The Police Department is also aware of concerns that ALPR data may be used to track the movements of people around sensitive areas, such as houses of worship, health clinics and may be used to infringe upon the First Amendment rights of individuals. The Chula Vista Police Department has had an ALPR program since 2007. At the inception of the program the department put safeguards in place to minimize or mitigate potential disproportionate impacts. Access to the ALPR system is limited only to employees with a justifiable need related to their official duties, such as sworn officers, dispatchers, and crime analysts. The department established a comprehensive use policy requiring that all users attend a minimum of 2-hours training. The department requires that only authorized users may access the system, and then only when necessary to conduct their official duties, otherwise known as a need-to-know and right-to-know basis. Authorized users can only access the system for the purposes of a police investigation, and user activity in the system is logged for auditing by supervisory or management personnel. Page 396 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Surveillance Technology Impact Report: Automated License Plate Recognition Page 3 The department’s use policy also specifies which law enforcement agencies we may authorize to search Chula Visa’s ALPR data. The ability to share ALPR data with other agencies is restricted to command personnel for the department. As a matter of practice, the department shares ALPR data with only California state law enforcement agencies. The department does not share data with federal law enforcement agencies, nor with any law enforcement agency for the purpose of immigration enforcement. The department’s use policy was recently updated based on the proposed expansion of the ALPR System, and includes a change to the department’s retention guidelines. The department proposes to reduce the retention of ALPR data from one year, to 30-days. The ALPR system will be configured to automatically purge ALPR data after the 30-day period expires. ALPR is content-neutral; it does not identify the race of the driver or the registered owner of the vehicle. To ensure that the Police Department continues to build trust in the community and mitigates any potential disparate impacts, the Police Department will continue to adhere to its use policy of limiting access and use of the ALPR system to official investigations or community caretaking functions, and limiting access to the ALPR system to trained and authorized department personnel. Further, the Police Department will continue to audit the ALPR system on a regular basis to provide a measure of proactive accountability. In doing so, the department can mitigate the likelihood of disparate treatment of individuals based on factors not related to true police investigations and simultaneously minimize perceived oversurveillance of specific communities or demographics of our city. The department does not collect data on the demographics about the owners or operators of vehicles. The ALPR program operates as a stand-alone system and does not capture nor store personally identification information. The department recently decided to expand the ALPR program to add fixed camera locations throughout the city. These locations were determined based on population density, traffic patterns, ingress locations, egress locations into and out of the city and crime data, and locations were identified so as to distribute ALPR cameras in such a way to minimize the potential for disparate impacts on local communities. POTENTIAL FOR ADVERSE IMPACTS ON THE SECURITY AND ACCESS TO SENSITIVE PERSONAL INFORMATION, AND MITIGATION ALPR systems do not collect nor store sensitive personal identifiable information and are stand-alone systems. The system also does not access outside or third-party databases that contain personal identification information. Nonetheless, the Police Department tightly controls access to the ALPR system and logs user activity in the system for proactive audits. Access to the system is granted only with authorization, after training, and only through unique usernames and passwords for each authorized user. Department policies prohibit sharing usernames and passwords. FINANCIAL IMPACTS AND FUNDING SOURCE Approval of the Police Department’s proposal to accept $3,037,986 in grant funds from the Board of State and Community Corrections for the Organized Retail Theft Prevention Grant Program, and to therefore expand the Police Department’s ALPR system, will designate $1,372,500 of grant funds for the expanded ALPR system. Because the grant period covers three fiscal years, subsequent budgets will include allocations for the expanded ALPR system based on costs provided by the provider. Currently, these costs are estimated at $472,500 in year one and $450,000 a year for year two and year three. This is in addition to the annual costs of the Police Department’s pre-existing ALPR system, estimated at $73,000 per year. Page 397 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Surveillance Technology Impact Report: Automated License Plate Recognition Page 4 POTENTIAL TECHNOLOGY ALTERNATIVES ALPR is a technological capability rather than a specific tool. While a variety of tools exist that can perform the functions of ALPR, the Police Department is not aware of any other technology that does what ALPRs technology can do. Page 398 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Surveillance Technology Impact Report Automated License Plate Recognition October 17, 2023 Item 8.1 – Revised 10/13/2023 315 Fourth Avenue, MS P-200, Chula Vista, CA 91910 www.chulavistapd.org (619) 691-5150 fax (619) 585-5610 SUMMARY Automated License Plate Recognition (ALPR) systems involve the use of digital camera systems paired with software to identify license plate numbers. ALPR systems function by automatically taking a photographic image of a vehicle’s license plate and transforming that image into alphanumeric characters using optical character recognition or similar software. The images often include the license plate as well as enough of the car to allow for identification of the make and model. The images and data about the license plate number and geolocation of the image are stored in the ALPR system for a pre-determined period, after which the images and data are automatically purged from the system. No personal identifying information is generated or stored in the ALPR system. ALPR technology originated in the United Kingdom in the mid-1970s and has been widely used by law enforcement worldwide since 2001. A January 2012 Police Executive Research Forum (PERF) Technology Summit in Washington D.C. showed 71% of surveyed police departments in the United States employed ALPR systems to some extent and 85% planned to acquire or expand their use of ALPR systems in the next five years. Today, most law enforcement agencies in San Diego County also use ALPR systems in some facet. In recent years, many municipalities in San Diego County have expanded their ALPR programs to include fixed ALPR systems and have publicized numerous success stories attributed to the use of ALPR technology. The above table shows San Diego County Law Enforcement agencies that currently have ALPR systems and the number of fixed/mobile devices. The “ * “ shows agencies that are in the process of procuring ALPR systems. Page 399 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Surveillance Technology Impact Report: Automated License Plate Recognition (Item 8.1 -Revised 10/13/23) Page 2 Use of Automated License Place Recognition Systems in San Diego County City/District/Agency Fixed Mobile Carlsbad 128 24 Chula Vista 150* 4 Coronado 9 0 Del Mar** 5 0 El Cajon 40 4 Encinitas** 7 0 Escondido 20* 4 Imperial Beach ** 0 0 La Mesa 20* 4 Lemon Grove** 0 0 National City 96* 0 Oceanside 10 0 Port of San Diego 5 0 Poway** 0 0 San Diego City 500* 27 San Diego County Sheriff Office (SDSO) 0 39 San Marcos** 0 0 Santee** 0 0 Solana Beach** 8 0 University of San Diego Public Safety 0 4 Vista** 0 0 * Pending and in the process of procuring ALPR systems. ** City contracts services with the San Digo County Sheriff Office. At any given moment, mobile units from SDSO could be present. Since it was originally authorized by the City Council in 2007, an ALPR system has been a component of the Police Department’s crime-fighting and investigative strategy and has been used to identify vehicles associated with criminal suspects, missing persons, and other vehicles related to official police investigations. ALPR improves the Department’s ability to narrow the focus of investigations managed by its limited investigative resources, deter the occurrence of crime, and enhance public safety. Currently, the Police Department operates a maximum of four marked patrol cars equipped with ALPR camera systems that operate while the vehicles are in use. Patrol cars are assigned to patrol officers on an available basis and are not assigned based on geography. Due to shift overlaps, patrol cars may not be used on some shifts (i.e. a day shift officer drives one, making it unavailable for the next shift, but available for an officer on the overnight shift to drive). ALPR systems do not collect nor store sensitive personal information. As a result of state grant funding that includes the expansion of the Police Department’s ALPR system, and under an action item brought before the City Council on October 17, 2023, the Police Department proposes to expand the Department’s ALPR program to add 150 fixed-location ALPR cameras. Page 400 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Surveillance Technology Impact Report: Automated License Plate Recognition (Item 8.1 -Revised 10/13/23) Page 3 Unlike mobile ALPR cameras, fixed ALPR systems cannot be readily moved throughout the city to drive through crime scenes or areas with an increased risk of crimes such as shopping malls. (Mobile ALPR systems are sometimes operated in an area where a significant crime has occurred, and potentially help detectives to identify vehicles associated with suspects.) Fixed ALPR cameras also have a reduced capability for immediate interdiction of crimes in-progress. While fixed ALPR cameras have the capacity of alerting personnel to a crime in-progress, the alerting process is multi-layered, is dependent on which users are logged into the system at any given time, and often goes through third-party personnel in the Police Department’s communications center. In mobile systems, an officer driving an ALPR-equipped patrol vehicle can be immediately alerted to a potential criminal offense or criminal offender, allowing the officer to take immediate action to investigate the alert and potentially stop a crime in progress, locate a missing person, or identify a wanted vehicle. But fixed ALPR cameras can be mounted on traffic lights and poles in major thoroughfares, points of ingress or egress into or out of the city limits and positioned in areas with high traffic density. Since criminal offenders aren’t bound to stay within a particular location within the city, or even within the city limits, a fixed ALPR camera’s ability to capture images from key locations 24 hours a day provides detectives with significantly improved capability to identify and locate vehicles involved in crimes that have victimized members of our community. POTENTIAL FOR DISPROPORTIONATE ADVERSE IMPACTS, AND MITIGATION The Police Department is aware of concerns that ALPR data will be shared with other agencies that engage in immigration enforcement. Community members have also expressed concern that ALPR data will be used for purposes other than law enforcement, or could disproportionately affect specific communities or cultures. The Police Department is also aware of concerns that ALPR data may be used to track the movements of people around sensitive areas, such as houses of worship, health clinics and may be used to infringe upon the First Amendment rights of individuals. The Chula Vista Police Department has had an ALPR program since 2007. At the inception of the program the department put safeguards in place to minimize or mitigate potential disproportionate impacts. Access to the ALPR system is limited only to employees with a justifiable need related to their official duties, such as sworn officers, dispatchers, and crime analysts. The department established a comprehensive use policy requiring that all users attend a minimum of 2-hours training. The department requires that only authorized users may access the system, and then only when necessary to conduct their official duties, otherwise known as a need-to-know and right-to-know basis. Authorized users can only access the system for the purposes of a police investigation, and user activity in the system is logged for auditing by supervisory or management personnel. The department’s use policy also specifies which law enforcement agencies we may authorize to search Chula Visa’s ALPR data. The ability to share ALPR data with other agencies is restricted to command personnel for the department. As a matter of practice, the department shares ALPR data with only California state law enforcement agencies. The department does not share data with federal law enforcement agencies, nor with any law enforcement agency for the purpose of immigration enforcement. The department’s use policy was recently updated based on the proposed expansion of the ALPR System, and includes a change to the department’s retention guidelines. The department proposes to reduce the retention of ALPR data from one year, to 30-days. The ALPR system will be configured to automatically purge ALPR data after the 30-day period expires. ALPR is content-neutral; it does not identify the race of the driver or the registered owner of the vehicle. To ensure that the Police Department continues to build trust in the community and mitigates any potential disparate impacts, the Police Department will continue to adhere to its use policy of limiting access and use of the ALPR system to official Page 401 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Surveillance Technology Impact Report: Automated License Plate Recognition (Item 8.1 -Revised 10/13/23) Page 4 investigations or community caretaking functions, and limiting access to the ALPR system to trained and authorized department personnel. Further, the Police Department will continue to audit the ALPR system on a regular basis to provide a measure of proactive accountability. In doing so, the department can mitigate the likelihood of disparate treatment of individuals based on factors not related to true police investigations and simultaneously minimize perceived oversurveillance of specific communities or demographics of our city. The department does not collect data on the demographics about the owners or operators of vehicles. The ALPR program operates as a stand-alone system and does not capture nor store personally identification information. The department recently decided to expand the ALPR program to add fixed camera locations throughout the city. These locations were determined based on population density, traffic patterns, ingress locations, egress locations into and out of the city and crime data, and locations were identified so as to distribute ALPR cameras in such a way to minimize the potential for disparate impacts on local communities. POTENTIAL FOR ADVERSE IMPACTS ON THE SECURITY AND ACCESS TO SENSITIVE PERSONAL INFORMATION, AND MITIGATION ALPR systems do not collect nor store sensitive personal identifiable information and are stand-alone systems. The system also does not access outside or third-party databases that contain personal identification information. Nonetheless, the Police Department tightly controls access to the ALPR system and logs user activity in the system for proactive audits. Access to the system is granted only with authorization, after training, and only through unique usernames and passwords for each authorized user. Department policies prohibit sharing usernames and passwords. FINANCIAL IMPACTS AND FUNDING SOURCE Approval of the Police Department’s proposal to accept $3,037,986 in grant funds from the Board of State and Community Corrections for the Organized Retail Theft Prevention Grant Program, and to therefore expand the Police Department’s ALPR system, will designate $1,372,500 of grant funds for the expanded ALPR system. Because the grant period covers three fiscal years, subsequent budgets will include allocations for the expanded ALPR system based on costs provided by the provider. Currently, these costs are estimated at $472,500 in year one and $450,000 a year for year two and year three. This is in addition to the annual costs of the Police Department’s pre-existing ALPR system, estimated at $73,000 per year. POTENTIAL TECHNOLOGY ALTERNATIVES ALPR is a technological capability rather than a specific tool. While a variety of tools exist that can perform the functions of ALPR, the Police Department is not aware of any other technology that does what ALPRs technology can do. Page 402 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Automated License Plate Readers (ALPRs) 460.1 PURPOSE AND SCOPE The purpose of this policy is to provide guidance for the capture, storage and use of digital data obtained through the use of Automated License Plate Reader (ALPR) technology. 460.2 DEFINITIONS • Automated License Plate Reader (ALPR): A device that uses cameras and computer technology to compare digital images to lists of known information of interest. • ALPR Operator: Trained Department members who may utilize ALPR system/ equipment. ALPR operators may be assigned to any position within the Department, and the ALPR Administrator may order the deployment of the ALPR systems for use in various efforts. • ALPR Administrator: The Investigations Division Captain, or their designee. • Hot List: A list of license plates associated with vehicles of interest compiled from one or more databases including, but not limited to, CLETS, NCIC, CA DMV, Local BOLO's, etc. • Vehicles of Interest: Frequently vehicles are involved in police investigations for various reasons, including being associated with witnesses, victims, suspects and for community caretaker reasons. Police define all these into one all-encompassing term referred to as vehicles of interest. Vehicles of interest include, but not limited to vehicles which are reported as stolen; display stolen license plates or tags; vehicles linked to missing and/or wanted persons and vehicles flagged by the Department of Motor Vehicle Administration or law enforcement agencies. • Detection: Data obtained by an ALPR of an image (such as a license plate) within public view that was read by the device, including potential images (such as the plate and description of vehicle on which it was displayed), and information regarding the location of the ALPR system at the time of the ALPR's read. Policy 460 Page 403 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Automated License Plate Readers (ALPRs) Copyright Lexipol, LLC 2023/10/11, All Rights Reserved. Published with permission by Chula Vista Police Department ***DRAFT*** Automated License Plate Readers (ALPRs) - 2 • Alert: Notification from the ALPR system that a detection may be a vehicle of interest on a hotlist. • Surveillance Technology: Any electronic device, software program, or hosted software solution owned or operated by the City that is designed or primarily intended to be used for the purpose of Surveillance. 460.3 POLICY ALPR technology is classified as Surveillance Technology as defined by City of Chula Vista Policy 112-04, Privacy Protection and Technology Transparency Policy. The use of ALPR technology will be in strict accordance with all local, state and federal laws, and all provisions of the Chula Vista Police Department Manual. The remaining provisions of this policy were developed to adhere to the overarching intent of City of Chula Vista Policy 112-04, Privacy Protection and Technology Transparency Policy. The policy of the Chula Vista Police Department is to utilize ALPR technology to capture and store digital license plate data and images while recognizing the established privacy rights of the public. All data and images gathered by the ALPR are for the official use of this department. Because such data may contain confidential information, it is not open to public review. The Chula Vista Police Department does not permit the sharing of ALPR data gathered by the City or its contractors/subcontractors for purpose of federal immigration enforcement, pursuant to California Values Act (Government Code § 7282.5; Government Code § 7284.2 et seq) – these federal immigration agencies include Immigrations and Customs Enforcement (ICE) and Customs and Border Patrol (CBP). 460.4 ADMINISTRATION The ALPR technology, also known as License Plate Recognition (LPR), allows for the automated detection of license plates along with vehicle make, body style, color and unique identifiers through the Chula Vista Police Department’s ALPR system and the vendor’s vehicle identification technology. It is used by the Chula Vista Police Department to convert data associated with vehicle license plates and descriptions for official law enforcement purposes, including but not limited to identifying stolen or wanted vehicles, stolen license plates and missing persons. It may also be used to gather information that helps solve crimes and can lead to identifying offenders related to active warrants, locating wanted persons, stolen property recovery and other situations. In all circumstances, ALPR data shall only be used for official law enforcement purpose. Page 404 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Automated License Plate Readers (ALPRs) Copyright Lexipol, LLC 2023/10/11, All Rights Reserved. Published with permission by Chula Vista Police Department ***DRAFT*** Automated License Plate Readers (ALPRs) - 3 All installation and maintenance of ALPR equipment, as well as ALPR data retention and access, shall be managed by the ALPR Administrator. The ALPR Administrator may assign other department members under their command to assist in the administration of day-to-day operation of the ALPR equipment and data. Assisting administrators shall be at least the rank of Sergeant or civilian supervisor. A supervisor or manager in the Department’s Police Technology Unit may also be assigned as a computer system administrator for technical support. 460.4.1 ALPR ADMINISTRATOR The ALPR Administrator shall be responsible for developing guidelines and procedures to comply with the requirements of City of Chula Vista Policy § 112-04 and Civil Code § 1798.90.5 et seq. This includes, but is not limited to (Civil Code § 1798.90.51; Civil Code § 1798.90.53): (a) A description of the job title or other designation of the members and independent contractors who are authorized to use or access the ALPR system or to collect ALPR information. (b) Training requirements for authorized users. (c) A description of how the ALPR system will be monitored to ensure the security of the information and compliance with applicable privacy laws. (d) Procedures for system operators to maintain records of access in compliance with Civil Code § 1798.90.52. (e) The title and name of the current designee in overseeing the ALPR operation. (f) Working with the Custodian of Records on the retention and destruction of ALPR data. (g) Ensuring this policy and related procedures are conspicuously posted on the department’s website. 460.5 OPERATIONS All ALPR system users shall access the ALPR system utilizing individual credentials assigned by the Chula Vista Police Department or its automated systems. All access and use of the ALPR system is logged and subject to audit at the discretion of the Chula Vista Police Department or other lawful authority. Use of an ALPR is restricted to the purposes outlined below. Department members shall not use or allow others to use the equipment or database records for any unauthorized purpose (Civil Code § 1798.90.51; Civil Code § 1798.90.53). (a) An ALPR shall only be used for official law enforcement business. (b) An ALPR may be used in conjunction with any routine patrol operation, a criminal investigation, or a police investigation of another nature including but not limited to Page 405 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Automated License Plate Readers (ALPRs) Copyright Lexipol, LLC 2023/10/11, All Rights Reserved. Published with permission by Chula Vista Police Department ***DRAFT*** Automated License Plate Readers (ALPRs) - 4 missing persons, and runaway juveniles. Reasonable suspicion or probable cause is not required before using an ALPR. (c) While an ALPR may be used to canvass license plates around any crime scene, particular consideration should be given to using ALPR-equipped cars to canvass areas around homicides, shootings and other major incidents. Partial license plates reported during major crimes should be entered into the ALPR system in an attempt to identify suspect vehicles. (d) No member of this department shall operate ALPR equipment or access ALPR data without first completing department-approved training. (e) No ALPR operator may access department, state or federal data unless otherwise authorized to do so. (f) The ALPR Administrator or their designee shall have the exclusive authority to authorize the creation, modification, or deletion of Chula Vista Police Department custom hot lists in the ALPR system, or to approve another law enforcement agency’s request to share their ALPR data with the Department. Occasionally, there may be errors in the LPR system’s interpretation of a license plate. Therefore, an alert alone shall not be solely used as a basis for enforcement action. Absent exigent circumstances, prior to the initiation of an enforcement action of intervention based solely on an ALPR alert, the member shall undertake the following: (a) Visually verify that the license plate of interest matches identically with the image of the license plate number captured by the LPR, including both the alphanumeric characters of the license plate, state of issue, and vehicle descriptors, before proceeding. (b) Verify an ALPR response through the Communications Center, the California Law Enforcement Telecommunications System (CLETS), or other confirmed source before taking enforcement action that is based solely on an ALPR alert. (c) Department members alerted that an observed vehicle's license plate is on a custom hot list shall ensure that they possess a legal reason to stop the vehicle, based on the totality of circumstances. When an enforcement stop is initiated based on an ALPR alert, the disposition of the contact shall be noted in the call for service or in the subsequent police report. 460.6 CUSTOM HOT LISTS Custom hot lists may be obtained, compiled, created or modified by the Chula Vista Police Department with the permission of the ALPR Administrator or their designee, and shall consist of information from official law enforcement databases. Other law enforcement agencies may request to share their own custom hot lists with the Chula Page 406 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Automated License Plate Readers (ALPRs) Copyright Lexipol, LLC 2023/10/11, All Rights Reserved. Published with permission by Chula Vista Police Department ***DRAFT*** Automated License Plate Readers (ALPRs) - 5 Vista Police Department. Shared hotlist requests, or requests to update shared hot lists, shall be reviewed by the ALPR Administrator or their designee, and shall only be approved where the shared custom hot list is not inconsistent with the purposes and regulations expressed in this policy. In all cases, shared hot lists shall be approved where their sources are from official law enforcement records consistent with this policy. Shared hot lists may be updated by the originating agency more frequently than the ALPR Administrator can review and approve them. For this reason, members are advised that hot lists may not have access to real time data and therefore a hit on a hot list may not always be up to date. With the approval of a Chula Vista Police Department supervisor, a department member may enter vehicles of interest into a Chula Vista Police Department custom hot list. Upon entering a vehicle of interest in a hot list, department members shall document the reason for the entry in the ALPR system and, where applicable, in the related police report. 460.7 PROHIBITED USE OF ALPR SYSTEMS The ALPR system, including all data collected, generated, or stored by the ALPR system, is the sole property of the City of Chula Vista and controlled under the authority of the Chula Vista Police Department. Department personnel may only access and use the ALPR system for official and legitimate law enforcement purposes consistent with this policy. The following uses of the ALPR system are specifically prohibited: (a) Invasion of Privacy: Except when done pursuant to a court order such as a search warrant, it is a violation of this Policy to utilize the ALPR to record license plates except those of vehicles that are exposed to public view (e.g., vehicles on a public road or street, or that are on private property but whose license plate(s) are visible from a public road, street, or a place to which members of the public have access, such as the parking lot of a shop or other business establishment). (b) Harassment or Intimidation: It is a violation of this policy to use the ALPR system to harass and/or intimidate any individual or group. (c) Use Based on a Protected Class or Characteristic: It is a violation of this policy to use the ALPR system or associated data solely based on the race, gender, religion, political affiliation, nationality, ethnicity, sexual orientation, disability, or other legally protected classification of any person or group. (d) Personal Use: It is a violation of this Policy to use the ALPR system or associated data for any personal purpose. (e) Violation of First Amendment Rights: It is a violation of this policy to use the ALPR system or associated data for the purpose or intended effect of unlawfully infringing upon the First Amendment rights of any person or group. Page 407 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Automated License Plate Readers (ALPRs) Copyright Lexipol, LLC 2023/10/11, All Rights Reserved. Published with permission by Chula Vista Police Department ***DRAFT*** Automated License Plate Readers (ALPRs) - 6 (f) Immigration Enforcement: It is a violation of this policy to use the ALPR system or associated data, or to share ALPR data, for the purpose of engaging in immigration enforcement. Violation of this policy or any lawful regulation related to ALPR systems may be subject to administrative discipline, criminal prosecution, and/or civil liability. 460.8 DATA COLLECTION AND RETENTION The ALPR Administrator is responsible for ensuring systems and processes are in place for the proper collection and retention of ALPR data. Data will be transferred from ALPR devices to the designated storage in accordance with department data security procedures. All ALPR detections shall be stored for a maximum of thirty days. Thereafter, ALPR detections shall be purged from the ALPR system after thirty days. The ALPR Administrator or designee shall be responsible for ensuring systems are configured to automatically purge ALPR detections after thirty days and shall develop procedures to audit ALPR detections to ensure data is purged in accordance with this policy. Nothing in this policy is intended to prohibit the long-term storage of ALPR detections or ALPR data in other authorized Chula Vista Police Department systems, such as an evidence storage system, where said detections or data has become, or are reasonably believed will become, evidence in a police investigation, criminal action, civil action, or is subject to a discovery request or other lawful action to produce records. Where ALPR detections or data become evidence in a police investigation, members should transfer or otherwise document the evidence into an authorized evidence storage or records management system consistent in accordance with department standards and practices. 460.9 ACCOUNTABILITY All data will be closely safeguarded and protected by both procedural and technological means. ALPR Operators receive a two-hour training session before accessing the system, with a supervisor controlling access to the system. All operators access is defined and governed by federal and state laws and department policies. The system is compliant with CJIS (Criminal Justice Information Services). CJIS compliance requires agencies to safeguard the civil liberties of individuals and businesses and shield private and sensitive information. This compliance is essential to have access to this sensitive information. The operator must demonstrate the need and the right to know the information. The reason for the inquiry shall be documented into the ALPR system and attributed to a authorized purpose such as a call for service or other police investigation. Page 408 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Automated License Plate Readers (ALPRs) Copyright Lexipol, LLC 2023/10/11, All Rights Reserved. Published with permission by Chula Vista Police Department ***DRAFT*** Automated License Plate Readers (ALPRs) - 7 The Chula Vista Police Department will observe the following safeguards regarding access to and use of stored data (Civil Code § 1798.90.51; Civil Code § 1798.90.53): (a) All ALPR data downloaded to the mobile workstation and in storage shall be accessible only through a login/password-protected system capable of documenting all access of information by name, date and time (Civil Code § 1798.90.52). (b) Members approved to access ALPR data under these guidelines are permitted to access the data for legitimate law enforcement purposes only, such as when the data relates to a specific criminal investigation or department-related civil or administrative action. (c) ALPR system audits should be conducted on a quarterly basis and as needed. For security or data breaches, see the Records Release and Maintenance Policy. 460.10 RELEASING ALPR DATA ALPR data may be systematically shared only with other law enforcement or prosecutorial agencies for official law enforcement purposes or as otherwise permitted by law, using the following procedures: (a) The agency makes a written request for the ALPR data that includes: 1. The name of the agency. 2. The name of the person requesting. 3. The intended purpose of obtaining the information. (b) The request does not violate any provision of this policy or any state or federal law, including the provisions of SB 54 relating to immigration enforcement. (c) The request is reviewed by the ALPR Administrator or designee and approved before the request is fulfilled. (d) The approved request is retained on file. Nothing in this policy is intended to prohibit the lawful sharing of specific ALPR data that has become, or is reasonably believed will become, evidence in a police investigation, criminal action, civil action, or is subject to a discovery request or other lawful action to produce records. Requests for ALPR data by non-law enforcement or non-prosecutorial agencies will be processed as provided in the Records Maintenance and Release Policy (Civil Code § 1798.90.55). 460.11 TRAINING The Training Manager should ensure that members receive department-approved training for Page 409 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Chula Vista PD Policy Manual Automated License Plate Readers (ALPRs) Copyright Lexipol, LLC 2023/10/11, All Rights Reserved. Published with permission by Chula Vista Police Department ***DRAFT*** Automated License Plate Readers (ALPRs) - 8 those authorized to use or access the ALPR system (Civil Code § 1798.90.51; Civil Code § 1798.90.53). Page 410 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 8.1 Received 10/17/23 - Relaford From: Nancy Relaford < Sent: Tuesday, October 17, 2023 4:39 PM To: CityClerk <CityClerk@chulavistaca.gov> Subject: City Council 10/17/23 - resource links for item 8.1 please forward WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov Dear City Clerk, Please forward these links to resources regarding Flock Safety to all Councilmembers as background for tonight's item 8.1 discussion. Thank you, Nancy Relaford ACLU report on Flock Safety - Fast-Growing Company Flock is Building a New AI-Driven Mass-Surveillance System (March 2022) https://www.aclu.org/wp-content/uploads/legal-documents/flock_1.pdf ACLU Report + intro at ACLU.org website https://www.aclu.org/report/fast-growing-company- flock-building-new-ai-driven-mass-surveillance-system Flock & reproductive privacy/abortion rights - The Danger of License Plate Readers in Post-Roe America (Wired 2022) https://www.wired.com/story/license-plate-reader-alpr-surveillance-abortion/ The Rise of Networked Vigilante Surveillance - Flock & private owners (Slate 2019) https://slate.com/technology/2019/09/flock-automatic-license-plate-readers-neighborhood- surveillance.html Flock - Inside ‘TALON,’ the Nationwide Network of AI-Enabled Surveillance Cameras - (Vice 2021) https://www.vice.com/en/article/bvx4bq/talon-flock-safety-cameras-police-license-plate-reader You don't often get email from Learn why this is important Page 411 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 8.1 Received 10/17/23 - Salvador From: Jordan Salvador < Sent: Tuesday, October 17, 2023 4:39 PM To: CityClerk <CityClerk@chulavistaca.gov> Cc: Roxana Kennedy <rkennedy@chulavistapd.org> Subject: Flock Proposal E-Comment Good Afternoon, Per Chief Kennedy, I was to send my statement regarding the Flock proposal for today's city council meeting. My comment was extensive and could not be fit in the e-comment section of the website. The statement is below and I appreciate your help! Good Evening Honorable Mayor and Council Members, Unfortunately, I cannot make the City Council meeting tonight regarding the Flock proposal, but it would be irresponsible of me to not share my thoughts regarding this incredible law enforcement technology to assist my counterparts, supervision and command staff in their efforts to get this approved. For the past couple of years, I have instructed on various law enforcement technologies and databases to our department, which also include our current license plate reader (LPR) program, Vigilant. Additionally, as an end user, I have utilized Vigilant to the max potential that it could be used, thus I am very familiar with its capabilities, benefits and pitfalls. I truly believe that Flock is a necessary and important tool to public safety within the City of Chula Vista. For months, I have spent hours and hours speaking with Officers/Deputies from various law enforcement agencies who utilize Flock, observing Flock being utilized in a field/investigative setting and conducting research country wide on Flock. Flock, in essence, captures ONLY license plate and vehicle description information at specific and strategic LPR camera locations within the city. It varies slightly from Vigilant being that the Vigilant LPR program is sourced from LPR’s that are mobile, such as repossession trucks, tow trucks, etc. Meaning that the data we receive from Vigilant is dependent on sources outside of our control. Additionally, the police department is equipped with very limited patrol vehicle LPR cameras as they are very costly, difficult to maintain and again, only captures LPR data in locations that specific patrol vehicle LPR is located. With Flock, these LPR cameras can be placed and moved to strategic points within the city that captures live data of license plates and vehicle descriptions. Meaning that the data that is vital to our department and investigations is now sourced strategically to locations important to us. It would be accurate to say that auto theft crimes are significantly up in not only the City of Chula Vista, but everywhere countywide. In my conversations and review of other law enforcement agencies, I found that Officers/Deputies are locating unoccupied and occupied stolen vehicles at an extremely high rate. This has resulted in more arrests, more crime cases resolved and ultimately the recovery and return of property to the victims. This effect sends a strong message to victims that the police department is working on reducing a longstanding problem to provide them safety and security. In addition, Officers/Deputies have stated that they are often times recovering stolen vehicles hours after those vehicles are stolen. As police departments nationwide try to find creative and new ways to reduce auto theft within their cities, I believe Flock is an important of that. In addition to the apprehension and recovery of wanted vehicles, Flock provides Officers /Detectives to solve violent crime in an expeditious manner, leading to a reduction in future violent crime, solving investigations and providing safety, security and resolution to the victims and their families. This is due to the incredible way that Flock aids in the identification of vehicles. If Officers have the ability to find a suspect vehicle in Flock (which is highly likely due to the strategic value of the LPR cameras), it aids them in the investigative follow up. This includes Page 412 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 8.1 Received 10/17/23 - Salvador identifying the suspect vehicle, identifying the suspect driver through law enforcement databases, gives us ability to find further surveillance cameras in the travel path of the vehicle, create photograph lineups, write arrest warrants and ultimately resolving the case. In speaking with agencies that utilize Flock, I learned that a large majority of crime cases are resolved at the patrol level, which is incredible. Flock has huge impacts for our department such as increased proactivity, development and productivity for our officers, reduction in crime case load for our already overwhelmed detectives and increased morale. Flock has huge impacts for our community because it allows Officers to be more aware of criminal activity present, crime cases will be resolved at a quicker level, future crime will be deterred and victims will receive the necessary justice they deserve to have. Below are a few specific examples of Flock expeditiously aiding in law enforcement investigations. On Sunday August 20, 2023, a male suspect shot the victim with a rifle and shot at the victims boyfriend in the City of Whittier, CA. The suspect abducted the female victim, leaving the victim’s boyfriend behind. It was unknown where the suspect and victim fled to. Hours later, Detectives from the Whittier Police Department discovered the victim’s phone pinging in Moreno Valley in Riverside County. Deputies from the Riverside Sheriff’s Department responded and did not locate the victim. Armed with only the suspect vehicle description (no license plate), a description of the suspect and the time of the ping, Deputies utilized Flock and combed through several hours of data. Through their review of Flock and hours after the crime occurred in Whittier, they identified the suspect and suspect vehicle as he stopped briefly in Moreno Valley to buy a drink at a nearby convenience store. This information was passed along to Whittier Detectives, who ultimately arrested the suspect the next morning. This crime was solved and the victim’s remains were recovered in the less than 36 hours, due to Flock. Man charged with death of 19-year-old woman found in Moreno Valley - KESQ In December of 2022, Deputies from the Riverside Sheriff Department responded to a shooting that occurred, where a 15 year old juvenile was shot. As Deputies responded to the scene, the male juvenile later died on scene. There were no witnesses to the actual crime, but a witness provided a suspect vehicle description and direction of travel. As Deputies were on scene for a few minutes, the ONLY suspect information they received was a detailed description of the vehicle and direction of travel. Within the hour and due to the utilization of Flock, the suspect and suspect vehicle were identified BEFORE the investigation even formally began. The suspect was arrested days later. Teen Fatally Shot in Moreno Valley, Shooter at Large - MyNewsLA.com As stated before, I utilize all of the law enforcement databases available to us and instruct Officers on them, including LPR systems in place such as Vigilant. I truly believe Flock is a necessary database and one that plays an incredible benefit to our department and the City of Chula Vista. Flock provides the department and our officers with an expeditious tool in identifying, arresting and resolving crime within the City of Chula Vista. Not only do those impacts serve our department, but it also serves all law enforcement agencies within the County due to the incredible technology we hope to possess. I hope you all will approve this grant and contract to aid in the police departments goal of providing the best law enforcement service we can. K-9 Officer Salvador Page 413 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Written Communications – Item 8.1 Received 10/17/23 - Salvador Thank you, Officer Jordan Salvador Dual Purpose K-9 Handler, Narcotics and Patrol Patrol Division Chula Vista Police Department 315 Fourth Ave, Chula Vista, CA 91910 Work: 619-385-6754 Dispatch: 619-691-5151 jsalvador@chulavistapd.org Page 414 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chief Roxana Kennedy Chula Vista Police Department Page 415 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Organized Retail Theft Prevention Grant program Chula Vista Police Department Page 416 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Organized Organized Retail Theft Prevention Grant Program Prevention and Response to: Organized retail theft Motor vehicle theft Motor vehicle accessory theft Cargo theft California State Funded Grant Page 417 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Cases: Vehicle and Vehicle Accessory Theft Is Up 0 100 200 300 400 500 600 700 800 900 Vehcile Theft Vehicle Accessory Theft 2020 2021 2022 2023 Avg. 28.5% 42% Page 418 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 3-Year Grant of $3.037 Million to combat Auto and Auto Accessory Theft City of Chula Vista Award Auto Theft Detective Operational Support Community Engagement Data Analysis and Reporting Enhanced ALPR Program Page 419 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda ALPR Program Goals Community Safety Solving Crime Crime Reduction Transparency Page 420 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda What is an Automatic License Plate Reader Digital camera systems paired with software to identify license plate numbers. •Mounted on Vehicles •Fixed locations (Traffic Signal Poles) •Stand Alone System •No sensitive personal information is contained in the system. Page 421 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Current ALPR Program •Motorola Mobile ALPR Cameras mounted to (4) patrol vehicles. Page 422 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Current ALPR Program •Vigilant LEARN Vehicle Manager License Plate Recognition Software Page 423 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Proposed ALPR Expansion +150 Fixed Flock Falcon ALPR Cameras Throughout the City Page 424 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda What you get with Flock Safety: •Indiscriminate evidence from fixed locations •All maintenance is included •INFRASTRUCTURE-FREE •Reduce time to value and utility costs with full-service deployment. •24/7 coverage •Capture objective vehicle data around •Real-Time Alerts •NCIC •NCMEC (Amber Alert) •Custom Hot Lists •Ethically Made •No people •No facial recognition •No traffic enforcement Page 425 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda •Footage owned by City •Will never be sold or shared by Flock •30-day retention, then deleted •Short retention period ensures that all data not associated with a crime is automatically deleted & unrecoverable •Takes human bias out of crime-solving by detecting objective data, and detecting events that are objectively illegal (ex. Stolen vehicles) •Data is stored on AWS Government Cloud servers with end-to-end encryption. •Search reason is required for audit trail •Not facial recognition software •Not predictive policing •No Sensitive Personal Information is contained in Flock •Not used for traffic enforcement •Not connected to registration data or 3rd party databases (Carfax, DMV) •Transparency portal Privacy Concerns Page 426 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Transparency Portal Transparency •Customized by the department •Usage metrics •Downloadable search audits Dashboard •Measure crime patterns •Audit Search History Page 427 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda What this IS and is NOT What this IS •License plate recognition •Used to solve crimes •Adheres to all state laws •Alerts officers of wanted vehicles •Gathers objective evidence and facts about vehicles, not people. What this NOT •Not facial recognition •Not tied to Sensitive Personal Information •Not used for traffic enforcement •Data not stored beyond 30 days •Automatically deletes every 30 days. Page 428 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda How This Technology Prevents Crime? Proactive •Real time alerts when stolen or wanted vehicles enter the city. Investigative •Used by detectives to investigate crimes. Results •As clearance rates increase, crime rates decrease. Flock cameras serve as a deterrent. Page 429 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Deployment Strategy Cover the ingress and egress points of the city Consider major intersections, population density and vehicle traffic patterns. Hot spots where crime occurs in the city Page 430 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda 31 Ingress and Egress Locations in Chula Vista Page 431 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Council District Population Density Per Square Mile Page 432 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 433 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 434 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Proposed ALPR Placement and Hot Spots for Vehicle and Vehicle Accessory Theft 2023 Page 435 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 436 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Proposed ALPR Placement and Hot Spots for Violent Crime Calls for Service Violent Crime 2023 Page 437 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Automatic License Plate Readers in San Diego County 2023 Per Square Mile LE Jurisdiction Fixed ALPR Cameras Mobile ALPR Cameras Total Total per Square mi. Carlsbad 128 24 152 3.27 Chula Vista 150*4 154 2.88 Coronado 9 0 9 1.13 El Cajon 40 4 44 2.77 Escondido 20*4 24 0.54 La Mesa 20*4 24 2.19 National City 96*0 96 10.55 Oceanside 10 0 10 0.24 Port of San Diego 5 0 5 1.33 San Diego City 500*27 527 1.54 San Diego County 20†39 59 N/A * Pending † Includes Fixed locations in Del Mar, Encinitas, Solana Beach Page 438 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda The Chula Vista Police Department Respectfully ask the Chula Vista City Council to: (a) Accept $3,037,986 in grant funds from the California Board of State and Community Corrections for the Organized Retail Theft Prevention Grant Program, adding one Police Agent to the authorized staffing level of the Police Department. (b)Approve the Agreement Number BSCC 1146-23 with the Board of State Community Corrections and appropriating $1,133,788 to the Fiscal Year 2023-24 Police Grants Section of the State Grants Fund. In Closing Page 439 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda The Chula Vista Police Department Respectfully ask the Chula Vista City Council to: (c) Approving an agreement with Flock Group, Inc. for 150 fixed Automated License Plate Recognition (ALPR) cameras. (d) Approve an agreement with SANDAG for the Organized Retail Theft Grant Program. In Closing Cont'd Page 440 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Chula Vista Police Department Page 441 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Spark Compass & EAS Spark Compass •San Diego based, former Qualcomm R&D Exec •Builds technology ecosystems, many sports projects including Wimbledon and Americas Cup •Recently completed CVEATC new internal systems of CRM and Housing EAS Benefits / Business Case •Helps drive our Vision to be the leading training center in the world; technology is critical, yet missing component today •Grow training revenue and strengthen financial health Page 442 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Terms & Financials Deal Scope •Facility Naming Rights for 5 years with 5-year extension option •Private 5G Network campus-wide •Athlete technology services for training, recovery, nutrition & sleep •Sports Facility addition –Speed & Agility & eSports centers Financials •$2 million per year for 5 years •Incremental training revenue at EAS normal standard rates •Revenue share on athlete tech services and technology sponsorships Page 443 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Deal Timeline 1.Conversations Begin –Q2 2023 2.Formal Proposal –September 2023 3.Begin Process with City –September 2023 4.Draft agreement sent to Spark –September 19 5.Negotiation period –mid-October-early November 6.Expected launch date –November 1-15 Page 444 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda OFFICE OF THE MAYOR John McCann MEMO October 4th, 2023 TO: Kerry Bigelow, City Clerk CC: Karina L. Lafarga, Deputy City Clerk FROM: Mayor John McCann RE: Board and Commission Reappointments The Mayor would like to recommend James Moffat for appointment to the Board of Library Trustees. James Moffat will replace former Commissioner Michael Bruder. The Mayor would like to recommend Sandra Hodge for appointment to the Human Relations Commission. Sandra Hodge will replace former Commissioner Candice Custodio-Tan Please place this item on the October 17'h, 2023 Council agenda for ratification. Yours in service, Mayor John McCann 276 Fourth Avenue • Chula Vista • California 91910 • (619) 691-5044 j mccann@chulavistaca.gov Page 445 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 446 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 447 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 448 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 449 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 450 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 451 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 452 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 453 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 454 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 455 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Smart Meter Pilot Project Page 456 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda Page 457 of 457 City of Chula Vista City Council October 17, 2023 Post Agenda